Billy Yeh Email & Phone Number

Client Services Manager @ Clifford Swan Investment Counselors

5 free lookup(s).

Billy Yeh Location

Los Angeles, CA, US

Billy Yeh Work

2025 - now Client Services Manager @ Clifford Swan Investment Counselors
2021 - 2025 Director of Estate and Insurance Consulting @ SteelPeak Wealth
2008 - 2021 Operations and Client Service Manager and Insurance Specialist @ JSF Financial

2002 - 2008 Financial Planning Specialist @ American Express
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Billy Yeh Education

UCLA
(Personal Financial Planning)
2008 - 2011
Loyola Marymount University
Business (Finance and Management)
1999 - 2003

Billy Yeh Skills

Insurance Planning
Financial Services
Risk Management

Insurance
Finance
Life Insurance
Analysis
Strategic Financial Planning
Strategic Planning
Marketing

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Billy Yeh Summary

Billy Yeh, based in Los Angeles, CA, US, is currently a Client Services Manager at Clifford Swan Investment Counselors. Billy Yeh brings experience from previous roles at SteelPeak Wealth, JSF Financial, LLC and American Express. Billy Yeh holds a 2008 - 2011 UCLA. With a robust skill set that includes Insurance Planning, Financial Services, Risk Management, Insurance, Finance and more. Billy Yeh has 3 emails and 2 mobile phone numbers on RocketReach.

Billy Yeh Emails

Found 3 emails

Billy Yeh Phone Numbers

Found 3 phone numbers

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Gretchen Lee

Chief Compliance Officer at Clifford Swan Investment Counselors

Pasadena, CA, US
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David Lin

Chief Investment Officer at Clifford Swan Investment Counselors

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Daniel Mintz

Director of Equity Research at Clifford Swan Investment Counselors

Los Angeles, CA, US
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Kathleen Gilmore

Principal at Clifford Swan Investment Counselors

Pasadena, CA, US
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Roger Gewecke

Principal at Clifford Swan Investment Counselors

Pasadena, CA, US
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Carlota Bjork Venegas

Investment Counselor, CFP®, CDFA®, CRPC® at Clifford Swan Investment Counselors

Pasadena, CA, US
4
- cliffordswan.com
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Ralph Weil

Owner at Clifford Swan Investment Counselors

Thousand Oaks, CA, US
2
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Karen Wu

Equity Analyst at Clifford Swan Investment Counselors

Pasadena, CA, US
2
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