Leyi (Sherry) Pan, Cfa, Frm
About Leyi (Sherry) Pan, Cfa, Frm
Leyi (Sherry) Pan is a Senior Business Intelligence Engineer II at Credit Karma, with a background in finance and risk analysis. She has held various positions in the financial sector, including roles at Citi and Bank of America, and holds degrees from Shanghai Jiao Tong University and Cornell University.
Current Position at Credit Karma
Leyi (Sherry) Pan serves as a Senior Business Intelligence Engineer II at Credit Karma, a position she has held since 2022. In this role, she utilizes her expertise in data analysis and business intelligence to support the company's strategic initiatives. Her tenure at Credit Karma has included various responsibilities that contribute to the organization's data-driven decision-making processes.
Previous Roles at Credit Karma
Leyi Pan previously worked at Credit Karma in two other capacities. She held the position of Business Intelligence Engineer II from 2019 to 2021 and was promoted to Senior Business Intelligence Engineer in 2021, serving in that role until 2022. During her time at Credit Karma, she developed and implemented business intelligence solutions that enhanced operational efficiency.
Experience at Citi
Leyi Pan began her career at Citi, where she worked as a Summer Analyst in Rates Portfolio Management for two months in 2014. She later served as an Assistant Vice President (AVP) in Regulatory Risk Analysis from 2015 to 2017. Her experience at Citi provided her with a strong foundation in financial analysis and risk management.
Career at Bank of America
Leyi Pan worked at Bank of America as an Assistant Vice President (AVP) in Quantitative Finance Analysis from 2017 to 2019. In this role, she applied quantitative methods to support financial decision-making and risk assessment, further enhancing her analytical skills in the finance sector.
Education and Qualifications
Leyi Pan holds a Bachelor of Arts in Finance from Shanghai Jiao Tong University, where she studied from 2009 to 2013. She also earned a Master of Engineering in Financial Engineering from Cornell University, completing her studies there from 2013 to 2014. Additionally, she is a Chartered Financial Analyst (CFA) and holds a Financial Risk Manager (FRM) certification.