Raymond Wan

Raymond Wan is a seasoned financial professional with extensive experience in portfolio management and data operations. Currently serving as a Senior Portfolio Manager at Signature Estate & Investment Advisors, LLC since June 2018, Raymond's prior roles include Co-Founder of WFP Wine Company since September 2011 and various positions within financial institutions such as First Pacific Advisors, Nuveen Investments, Oaktree Capital Management, Countrywide Financial Corp, Western Asset Management Company, and Deutsche Bank. Raymond holds a Bachelor of Science degree in Business Administration with a concentration in Finance from Cal State Fullerton, where studies were completed between 1996 and 1998.