Billy Yeh Email & Phone Number
Client Services Manager @ Clifford Swan Investment Counselors
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Billy Yeh Location
- Los Angeles, CA, US
Billy Yeh Work
- 2025 -now Client Services Manager @
- 2021 -2025 Director of Estate and Insurance Consulting @
- 2008 -2021 Operations and Client Service Manager and Insurance Specialist @
- 2002 -2008 Financial Planning Specialist @
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
- Forecasting
- Accounting
- Financial Modeling
- Budgets
- Sales
- Series 7
- Financial Analysis
- Strategy
- Investments
- Entrepreneurship
- Disability Insurance
- Wealth Management
- Retirement Planning
- Microsoft Excel
- Microsoft Office
- Team Building
- Customer Service
- Leadership
- Management
- Entrepreneurial Finance
- Series 66
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.
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