AIPSO
Kelly Pan started their work experience in 2016 as an Education Finance Specialist at Citizens Bank, where they assisted customers with student loans and personal loans. Kelly held this position from June 2016 to September 2017.
Kelly then moved on to work as a Tax Intern at Blum Shapiro from January 2017 to April 2017, gaining experience in tax and audit departments and working on two audit clients. Kelly also prepared individual tax returns and filed extensions during their internship.
In 2018, Kelly joined Blum Shapiro again as a Staff Tax Accountant. In this role, they prepared tax returns for corporations, partnerships, trusts, and individuals, and proofread financial statements. Kelly held this position from January 2018 to October 2018.
In the same year, Kelly started working at AIPSO as an Accountant in the Financial and Investment Services Department. Kelly'sresponsibilities included preparing and posting journal entries, preparing financial statements, monitoring cash balances and transactions, investment reconciliations, and working directly with Servicing Carriers and Regional Offices. Kelly also prepared NAIC and State regulated insurance statements. Kelly started as an Accountant in October 2018 and was later promoted to Senior Accountant in April 2021. Kelly currently holds this position at AIPSO.
Kelly Pan, MSA, completed a Master of Science in Accounting degree from Nichols College from 2017 to 2018. Prior to that, they obtained a Bachelor of Science in Business Administration degree from Nichols College from 2014 to 2017, specializing in Accounting. Additionally, Kelly Pan attended Maastricht School of Management in 2017-2018, but no specific degree or field of study was provided for that period.