Chao Guan

Chao Guan is a Senior Financial Analyst at Vestwell, a position held since February 2020, where responsibilities include creating KPIs and dashboards, overseeing credit card transactions, and supporting financial reporting efforts. Prior roles at Vestwell include Financial Analyst, contributing to the facilitation of retirement plans for financial advisers. Chao's experience also encompasses a Tax Internship at Winter Accounting & Advising, LLC, and serving as an IRS Certified Volunteer Tax Preparer at Allegheny County Department of Human Services, where tax document preparation and client interaction were key tasks. Chao holds a Master of Science in Accounting and Business Analytics from the University of Pittsburgh Katz Graduate School of Business and a Bachelor of Science in Accounting and Economics from the University of Pittsburgh.