Adam Pan

Experience

• 

  Dream Garden Photography

  - Sept 2006

  Office Assistant

  • Coordinated scheduling with clients, tracked customer requests and communicated solutions to fulfill them• Aided in the organization and development of photos reducing turnaround time of finished products by 50%• Kept up-to-date with best practices to organize and update company website

• 

  Waddell & Reed

  Jan 2010 - now

  Financial Advisor Intern

  • Performed investment analysis and research, creating investment plans for over 20 clients• Expanded client network by 5% for financial advisors and optimized database

• 

  Allied Global Marketing

  Jun 2017 - now

  • Senior Financial Analyst

    -

  • Financial Analyst

    Jun 2017 - now
• 

  Proverian Capital, LLC

  - Nov 2016

  • Maximized returns on $1 billion assets by utilizing financial modeling, data analysis, and risk management• Managed revenue and expenses and reduced over $300k in operating expenses by creating actions plans• Optimized portfolio to achieve a target ROI of 15% by analyzing and projecting future cash flows• Worked closely with CFO to assess strategic opportunities and identify performance gaps• Earned promotions through superior performance and demonstrated ability to master complex concepts Показати менше

  • Senior Financial Analyst

    Apr 2015 - Nov 2016

  • Financial Analyst

    Jan 2013 - Apr 2015

  • Portfolio Administrator

    - Jan 2013