Alan Yu Email & Phone Number
VP, Wealth Solutions @ Open Concept Financial Group
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Alan Yu Location
- Markham, ON, CA
Alan Yu Work
- 2025 -now VP, Wealth Solutions @
- 2016 -2025 Wealth Strategist @
- 2015 -2016 Advisor, Life and Living Benefits @
- 2014 -2015 Insurance Advisor @
- 2013 -2015 Inventory Analyst @
- 2007 -2013 Gas Accountant @
Alan Yu Education
- University of Toronto
Bachelor's degree (Environmental Studies)
2002-2006
Alan Yu Summary
- Alan Yu, based in Markham, ON, CA, is currently a VP, Wealth Solutions at Open Concept Financial Group. Alan Yu brings experience from previous roles at Open Concept Financial Group, RBC, La Capitale and Pet Valu. Alan Yu holds a 2002 - 2006 Bachelor's degree in Environmental Studies @ University of Toronto. Alan Yu has 1 emails and 1 mobile phone numbers on RocketReach.
Looking for a different Alan Yu?
Find contact details for 700 million professionals.
Others Named Alan Yu
Alan Yu
Founding Partner
Los Angeles, CA, US
Alan Yu
Head of Strategic Finance
United States
Alan Yu
Member Board of Directors
Austin, Texas, United States
Alan Yu
Partner Business Manager
Austin, TX, US
Top Open Concept Financial Group Employees
Alan Yu
VP, Wealth Solutions
Markham, ON, CA
Nicole Luc
Client Relations
Toronto, ON, CA
Ivan Tam
CEO and Managing Partner
Toronto, ON, CA
Visahan Piratheepan
Financial Consultant
Toronto, ON, CA
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co