Anna Yi Email & Phone Number
Senior Financial Advisor @ Merrill Lynch
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Anna Yi Location
- Pasadena, CA, US
Anna Yi Work
- 2023 -now Senior Financial Advisor @
- 2022 -2023 Wealth Management Advisor @ JPMorgan Chase Bank
- 2019 -2022 Financial Advisor @
Anna Yi Education
- Mercer University
Masters of Business Administration (MBA)
2013-2015 - Ramon Magsaysay Techonological University
Masters of Business Administration (MBA)
2009-2011 - Ramon Magsaysay Technological University
Bachelor's Degree
2005-2009
Anna Yi Skills
- Asset Management
- College Education Planning
- Customized Investment Portfolios
- Retirement Planning and Wealth Management
Anna Yi Summary
- Anna Yi, based in Pasadena, CA, US, is currently a Senior Financial Advisor at Merrill Lynch Wealth Management. Anna Yi brings experience from previous roles at JPMorgan Chase Bank and Merrill Lynch Wealth Management. Anna Yi holds a 2013 - 2015 Masters of Business Administration in MBA @ Mercer University. With a robust skill set that includes Asset Management, College Education Planning, Customized Investment Portfolios, Retirement Planning and Wealth Management and more. Anna Yi has 2 emails on RocketReach.
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