Alan Wan

Alan Wan is an experienced finance professional currently serving as an Operations Analyst at Great Gray Trust Company since December 2023. Prior to this role, Alan worked at BNY Mellon from March 2005 to January 2024, progressing to Senior Performance Analyst III, where responsibilities included creating workflow processes, managing performance reporting, and training users on new processes. Earlier positions included Lead Analyst and Senior Pricing Systems Analyst, focusing on operational procedures for pricing and overseeing Fair Value processes. Alan's career began at Delaware Investments, where roles spanned from Trade Systems Analyst to Investment Accountant II, alongside earlier experience as an Underwriter at AIG. Alan earned a Bachelor of Science in Finance from Saint Joseph's University in 1999.