Roy Pan

Roy Pan: Email & Phone Number

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Banker at Citi|New York, New York, United States

Position:

Banker at Citi

Location:

New York, New York, United States

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Last updated: 2025-06-05
Updated: 2025-06-05

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Work Experience 7 years

Banker at Citi

Apr 2022 - Current

Financial Advisor at New York Life

Mar 2019 - Dec 2021

Roy Pan started working in 2019, then the employee has changed 1 company and 1 job. On average, Roy Pan works for one company for 3 years 6 months.

Their professional focus is Banking Services, Business Insurance Planning, and Customer Relationship Management (CRM) across 3 core areas.

Education

B.S in Business Management at CSI

Skills

Customer Relationship Management (CRM), Lifetime Income Strategies, Education Funding Strategies, Retirement Income Strategies, Life Insurance Strategies, Employee Benefits, Retirement Planning, Business Insurance Planning, Banking Services

Roy Pan Namesakes

Name
Company
Position
Roy Pan
Quality Control supervisor
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