Chris Yuan Email & Phone Number

DCIO Sales Desk Manager @ Putnam Investments (Past)

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Chris Yuan Location

Boston, MA, US

Chris Yuan Work

2022 - 2024 DCIO Sales Desk Manager @ Putnam Investments
2021 - 2022 DCIO- Sr. Internal Investment Specialist at Putnam Investments @ Putnam Investments
2020 - 2021 DCIO- Internal Investment Specialist at Putnam Investments @ Putnam Investments

2018 - 2020 Internal Sales Consultant @ State Street Investment Management
2015 - 2018 Internal Wholesaler @ Voya Investment Management
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2014 - 2015 Investment Solutions Representative @ Fidelity Investments
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2013 - 2014 Financial Representative @ Fidelity Investments
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2011 - 2011 Marketing Intern @ Allianz Global Investors
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2009 - 2009 Administrative Intern @ Brattleboro Retreat

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Chris Yuan Education

Bentley University
Bachelor's Degree (Marketing)
2008 - 2012
Suffield Academy
2004 - 2008

Chris Yuan Skills

Series 63
Microsoft Word
PowerPoint

Microsoft Excel
Salesforce.com
Series 66
Series 7

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Chris Yuan Summary

Chris Yuan, based in Boston, MA, US, was previously a DCIO Sales Desk Manager at Putnam Investments. Chris Yuan brings experience from previous roles at Putnam Investments, State Street Global Advisors and Voya Investment Management. Chris Yuan holds a 2008 - 2012 Bachelor's Degree in Marketing @ Bentley University. With a robust skill set that includes Series 63, Microsoft Word, PowerPoint, Microsoft Excel, Salesforce.com and more. Chris Yuan has 1 mobile phone numbers on RocketReach.

Chris Yuan Phone Numbers

Found 3 phone numbers

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