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Brooke Yu Location
Boston, MA, US
Brooke Yu Work
2024 -now Director, Operations @
2018 -2023 Director Of Operations @
2015 -2023 Account Manager @
2007 -2014 Manager, Portfolio Accounting @
2004 -2006 Assistant Portfolio Manager @
2000 -2003 MIS Office Assistant @
2003 -2003 Junior Operations Assistant @
2001 -2002 Retirement Plan Processing Representative @ Liberty Funds Services
1998 -2001 Teller Manager @
Brooke Yu Education
Northeastern University
Bachelor of Science (Finance and Insurance)
1999-2004
Brooke Yu Skills
Accounting
Account Management
SWIFT messaging
Sales
Settlement
Investments
Bloomberg
Financial Risk
Process Improvement
Engineering
Financial Services
Equities
Account Reconciliation
Audit Reports
Microsoft Excel
Alert
Back Office
Research
SSAE 16
Custodians
Securities
Brooke Yu Summary
Brooke Yu, based in Boston, MA, US, is currently a Director, Operations at Auour Investments LLC. Brooke Yu brings experience from previous roles at Cloud Construct and Batterymarch Financial Management. Brooke Yu holds a 1999 - 2004 Bachelor of Science in Finance and Insurance @ Northeastern University. With a robust skill set that includes Accounting, Account Management, SWIFT messaging, Sales, Settlement and more. Brooke Yu has 2 emails and 1 mobile phone numbers on RocketReach.
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