Kelly K. Pan

Kelly K. Pan

Kelly Pan has been with Waverly Advisors since 2015. She serves as Senior Associate, Trade Desk Integration at Waverly. Her primary responsibilities include overseeing the Trade department, executing trades in client portfolios in a manner which maximizes tax and cost efficiencies, carrying out allocation changes as recommended by the Investment Committee, and helping integrate new firms. Kelly resides in Houston, Texas with her two beloved bunnies.

Education

  • Bachelor of Science in Finance
    University of Alabama at Birmingham
    Birmingham, AL
  • Bachelor of Science in Management
    University of Alabama at Birmingham
    Birmingham, AL

Ask Me About

  • How to properly care for a pet rabbit
  • How to find travel deals and plan trips abroad
  • How to play the frequent flyer game
  • My travels to 30+ countries in the last 5 years
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