Wenjun Pan Email & Phone Number
@pace.edu
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Who is Wenjun Pan? Overview
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Wenjun Pan is listed as Credit Analyst at Crédit Agricole CIB, based in Jing'an District, Shanghai, China. AeroLeads shows a work email signal at pace.edu and a matched LinkedIn profile for Wenjun Pan.
Wenjun Pan previously worked as Asset Management Specialist at Cushman & Wakefield 戴德梁行 and Financial Planner Assistant at Axa Advisors, Llc. Wenjun Pan holds Master'S Degree, Investments And Securities, 3.93 from Pace University.
Email format at Crédit Agricole CIB
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AeroLeads found 1 current-domain work email signal for Wenjun Pan. Compare company email patterns before reaching out.
About Wenjun Pan
Combining backgrounds of Mathematics and Finance. Have quick learning ability, good communication skills, basic programming skills, good ability and team spirit. Pay attention to details and work in high efficiency.
Listed skills include Bloomberg Terminal, Stattools, Matlab, Excel Pivot, and 3 others.
Wenjun Pan's current company
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Wenjun Pan work experience
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Credit Analyst
CurrentPrepared credit application file based on the FO request signed off by the President and another authorized signatory of the Front Office, and then escalated to the Credit Review Committee or to the higher decision-making level for review and approval, depending on the level of authority concerned.– To participate in the analysis of proposed transactions.
Asset Management Specialist
Financial Planner Assistant
- Updating clients and prospective clients’ information in the Salesforce software, generating existing clients report and designing clients, and prospective clients’ reports using Assetmap platform.
- Creating investment accounts using LPL platform, and analyzing Portfolio and funds using Morningstar software.
Graduated Assistant
Assisting the professor to do research, exploring the history of related industry, collecting data and doing data analysis.
Financial Advisor Assistance Intern
- Researched on the performance of IT related stocks, options and ETFs in terms of yields and risks in order to give investment opinions.
- Analyzed clients’ investment portfolio, and presented to the client.
- Checked more than 20 trades every day, did blotters and organized all paperwork including staff’s routine material, company’s expense, client’s information and so on.
Accounting Counselor Intern
Organized over 50 small companies and managed accounting books and declare taxable goods.Processed with the government tax department on behalf of the clients to help them file their taxes and receive their tax rebates in a timely manner.
Customer Manager Assistant Intern
Shadowed an investment manager to manage 15 clients’ investment plans which included researching stocks and bonds, and giving opinions to the manager for adjusting customers’ portfolios in order to match the expected returns and risk tolerance of clients.Responded to approximately 30 clients’ inquires per day, educated them on financial products, and.
Financial Counselor Intern
Provided investment recommendations, through researching the market performance, for customers based on their financial situation and income as well as company portfolios available to help customers achieve financial mile stones.Created a survey at the one of communities at each area to evaluate the investments of residents living in Hong Kong, to analyze.
Colleagues at Crédit Agricole CIB
Other employees you can reach at ca-cib.com. View company contacts →
Alyona Gyka
Colleague at Crédit Agricole CibUkraine, Ukraine
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PH
Pierre Hayat
Colleague at Crédit Agricole CibGreater Paris Metropolitan Region, France
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CC
Catherine Chan Peden
Colleague at Crédit Agricole CibGreater Paris Metropolitan Region, France
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LC
Lydie Cordier
Colleague at Crédit Agricole CibGreater Paris Metropolitan Region, France
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AB
Aurélie Bonnet
Colleague at Crédit Agricole CibParis, Île-de-France, France, France
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AS
Anne-Francoise Sorasio
Colleague at Crédit Agricole CibGreater Paris Metropolitan Region, France
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GD
Georges Dru
Colleague at Crédit Agricole CibAuvergne-Rhône-Alpes, France, France
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CV
Céline Vo
Colleague at Crédit Agricole CibChâtenay-Malabry, Île-de-France, France, France
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OI
Olivier Iche
Colleague at Crédit Agricole CibGeneva, Geneva, Switzerland, Switzerland
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AP
Anitha Pauron
Colleague at Crédit Agricole CibUnited Kingdom, United Kingdom
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Wenjun Pan education
Master'S Degree, Investments And Securities, 3.93
Bachelor'S Degree, Applied Mathematics, 3.5/4.0
Frequently asked questions about Wenjun Pan
Quick answers generated from the profile data available on this page.
What company does Wenjun Pan work for?
Wenjun Pan works for Crédit Agricole CIB.
What is Wenjun Pan's role at Crédit Agricole CIB?
Wenjun Pan is listed as Credit Analyst at Crédit Agricole CIB.
What is Wenjun Pan's email address?
AeroLeads has found 1 work email signal at @pace.edu for Wenjun Pan at Crédit Agricole CIB.
Where is Wenjun Pan based?
Wenjun Pan is based in Jing'an District, Shanghai, China while working with Crédit Agricole CIB.
What companies has Wenjun Pan worked for?
Wenjun Pan has worked for Crédit Agricole Cib, Cushman & Wakefield 戴德梁行, Axa Advisors, Llc, Pace University, and Cape Securities, Inc.
Who are Wenjun Pan's colleagues at Crédit Agricole CIB?
Wenjun Pan's colleagues at Crédit Agricole CIB include Alyona Gyka, Pierre Hayat, Catherine Chan Peden, Lydie Cordier, and Aurélie Bonnet.
How can I contact Wenjun Pan?
You can use AeroLeads to view verified contact signals for Wenjun Pan at Crédit Agricole CIB, including work email, phone, and LinkedIn data when available.
What schools did Wenjun Pan attend?
Wenjun Pan holds Master'S Degree, Investments And Securities, 3.93 from Pace University.
What skills is Wenjun Pan known for?
Wenjun Pan is listed with skills including Bloomberg Terminal, Stattools, Matlab, Excel Pivot, Microsoft Office, Spss, and Sas.
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