Tracy Pan

Tracy Pan

Senior Markerting Director @ Transamerica

About Tracy Pan

Tracy Pan serves as a Senior Marketing Director at Transamerica, where she has worked since 2015. With a background in engineering and extensive experience in financial services, she has contributed to various projects and encourages others to pursue careers in the financial sector.

Work at Transamerica

Tracy Pan has served as the Senior Marketing Director at Transamerica since October 2015. In this role, she focuses on marketing strategies and initiatives that align with the company's goals. Her experience in the financial services sector supports her efforts in promoting various financial products and services. She operates in the Houston, Texas area, contributing to the company's outreach and client engagement.

Previous Experience at ConocoPhillips

Tracy Pan held multiple positions at ConocoPhillips over several years. She worked as a Staff Structural Engineer from 2013 to 2015 in Houston, Texas, and as a Sr. Cost Control Specialist from 2008 to 2009 in Project Development & Procurement. Additionally, she served as a Structural Engineer and Cost Control Specialist from 2010 to 2013 on the Australia Pacific LNG Project, and as a Sr. Structural Engineer and Project Engineer from 2005 to 2008 in the Bohai Project.

Background in Engineering

Tracy Pan began her career as a Structural Engineer at Diamond Offshore Drilling, where she worked for 11 years from 1994 to 2005. Her engineering background includes extensive experience in structural design and project management, which has contributed to her analytical skills in the financial services industry.

Education and Expertise

Tracy Pan holds a Bachelor of Science in Architectural Engineering from Tongji University, completed from 1987 to 1991. She also earned a Master of Science in Civil Engineering from the University of Houston from 1992 to 1994. Additionally, she obtained two Master of Business Administration degrees from Rice University, one in Business Administration and Management from 2001 to 2003, and another in the same field. Her educational background supports her expertise in both engineering and business.

Financial Services Contributions

In her current role, Tracy Pan has been instrumental in providing financial services, focusing on areas such as retirement planning, life insurance planning, long-term care insurance planning, wealth accumulation, and family legacy. She represents over 160 top insurance and investment companies, leveraging her extensive knowledge to encourage others to join the financial services business and gain essential financial knowledge.

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