Alan Yu Email & Phone Number
VP, Wealth Solutions @ Open Concept Financial Group
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Alan Yu Location
- Markham, ON, CA
Alan Yu Work
- VP, Wealth Solutions @ (February 2025 - Present)
- Wealth Strategist @ (October 2016 - February 2025)
- Advisor, Life and Living Benefits @ (October 2015 - October 2016)
- Insurance Advisor @ (May 2014 - October 2015)
- Inventory Analyst @ (January 2013 - October 2015)
- Gas Accountant @ (January 2007 - January 2013)
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.
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