Brooke Yu Email & Phone Number
Director, Operations @ Auour Investments LLC
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Brooke Yu Location
- Boston, MA, US
Brooke Yu Work
- Director, Operations @ (October 2024 - Present)
- Director Of Operations @ (July 2018 - April 2023)
- Account Manager @ (March 2015 - April 2023)
- Manager, Portfolio Accounting @ (January 2007 - July 2014)
- Assistant Portfolio Manager @ (January 2004 - December 2006)
- MIS Office Assistant @ (January 2000 - December 2003)
- Junior Operations Assistant @ (January 2003 - June 2003)
- Retirement Plan Processing Representative @ Liberty Funds Services (January 2001 - June 2002)
- Teller Manager @ (December 1998 - January 2001)
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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