Shelly Guan
U s Bank @U.S. Bank
Pasadena, CA, US
EMAILS
MOBILE NUMBERS
+16•••••••50
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WORK HISTORY
Present
U s Bank @U.S. Bank
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EDUCATION
1995 — 1999
University of Southern California
BS, Accounting
SKILLS
UnderwritingAnalysisCalifornia State Life Accident and Health Insurance LicensedDue DiligenceBankingRisk ManagementAuditingFinanceRetail BankingFinancial RiskCredit AnalysisAccountingPrivate BankingFinancial AnalysisSeries 7 and 66 Licenses, Finra Crd#6558799Mortgage LendingManagementTreasury ManagementCommercial LendingCredit RiskFluent in Chinese (Mandarin and Cantonese)Portfolio ManagementLoansLines of CreditFinancial StructuringFinancial ServicesSmall Business LendingCash ManagementCommercial BankingWealth ManagementLoan OriginationConsumer LendingCommercial MortgagesCreditInvestments
ABOUT SHELLY GUAN
As a Private Wealth Advisor, I am responsible for providing comprehensive wealth…
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