Katie Pan, a Chicago Booth MBA graduate, boasts of over eight years of experience in product management, program strategy planning, and project/operations execution in the financial services industry. She has a proven track record of leading successful projects from start to finish, liaising among different internal and external stakeholders, and making data-driven decisions. Furthermore, her exceptional communication skills makes managing, mentoring and motivating people with various backgrounds and interests a breeze. Katie's strong analytical and financial modeling skills combined with her customer-focused and client-driven mentality make her an asset to any team or organization.

Katie has worked with Supernova Technology™ as a Product Manager for Collateral Monitoring, and also held the position of Product Manager & Team Leader for New Client Onboarding at Advyzon - yHLsoft, Inc. She has experience as a Project Manager/Product Owner for Fixed Income Data & Methodology at Morningstar, Business Analyst at Green Tree Servicing, Credit Analyst Summer Intern at Bank of China, Warehouse & Logistics Management Intern at Doka China, Resource Development Intern at Minnesota Brownfields, and as a Communication & Advocacy Intern at Asian Economic Development Association.

Katie has passed Exam P/1 and Exam FM/2 and completed VEE requirements in Economics and Applied Statistical Methods. She also cleared CFA Level 1 in December 2014 and CFA Level 2 in June 2015. She studied Strategic Management, Entrepreneurship, and Finance in her MBA program at The University of Chicago Booth School of Business and Applied Mathematics and Statistics & International Studies, 3.4 at Macalester College.