EasyPay Finance
Sandy Tan has extensive work experience in sales operations and analysis. Sandy is currently the Director of Sales Operations & Merchant Experience at EasyPay Finance, where they are responsible for optimizing sales processes and strategies. Prior to this, they worked as a Senior Sales Operations Analyst at Biotix and Zest Dental Solutions, managing sales reporting, territory alignment, and sales compensation plans. Sandy also has experience as a Private Client Associate at Bernstein Private Wealth Management and as a Business Consulting Analyst at LPL Financial, where they identified cost savings and implemented efficient processes. Sandy has a strong background in financial analysis, budget reconciliations, and Salesforce management.
Sandy Tan received a Bachelor of Arts (BA) degree in Economics from San Diego State University. In 2015, they obtained a Series 7 certification from the Financial Industry Regulatory Authority (FINRA), and in 2016, they obtained a Series 63 certification, also from FINRA.