Angela Yu Email & Phone Number
Director of New Client Onboarding and Marketing @ Kathmere Capital Management
Angela Yu's Location
Wayne, PA, US
Angela Yu's Work
- Director of New Client Onboarding and Marketing @ Kathmere Capital Management
- Senior Client Relationship Associate @ Investment Performance Services, LLC
- Foundational Client Consultant @ Vanguard
- Client Service Specialist @ Vanguard
- Student Worker for the Provost's Office @ Kinney Center for Autism Education and Support
- Marketing Intern @ SEI
Angela Yu's Education
- Saint Joseph's University
Bachelor's degree (Marketing)
2014 - 2018
Angela Yu's Skills
- Leadership
- Management
- Microsoft Word
- Social Media
- Microsoft Excel
- Research
- Public Speaking
- Customer Service
- Sales
- Microsoft PowerPoint
Angela Yu's Summary
Angela Yu, based in Wayne, PA, US, is currently a Director of New Client Onboarding and Marketing at Kathmere Capital Management, bringing experience from previous roles at Investment Performance Services, LLC, Vanguard and Saint Joseph's University. Angela Yu holds a 2014 - 2018 Bachelor's degree in Marketing @ Saint Joseph's University. With a robust skill set that includes Leadership, Management, Microsoft Word, Social Media, Microsoft Excel and more, Angela Yu contributes valuable insights to the industry. Angela Yu has 1 email on RocketReach.
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Kevin McDermott
Principal, Senior Wealth Advisor at Kathmere Capital Management
Newtown Square, PA, US23 -
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ViewBrian Lynch
Senior Vice President, Wealth Management at Kathmere Capital Management
King of Prussia, Pennsylvania, United States42 -
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Justin Kullmann
Wealth Management Associate at Kathmere Capital Management
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Grant Boyle
Retirement Plan Advisor at Kathmere Capital Management
Doylestown, Pennsylvania, United States12 -
ViewBrian Todaro
Wealth Management Associate at Kathmere Capital Management
Springfield, Pennsylvania, United States1
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