Curtis Yip Email & Phone Number
Vice President - Premier Relationship Manager @ HSBC Retail Banking and Wealth Management
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Curtis Yip Location
- United States
Curtis Yip Work
- 2017 - now Vice President - Premier Relationship Manager @
- 2016 - 2017 Financial Advisor @
- 2012 - 2016 Small Business Specialist and Manager on Duty - Relationship Banker @
Curtis Yip Education
- Baruch College, City University of New York (CUNY)
Bachelor's degree (International Business)
2006 - 2010 - Midwood Highschool 2004 - 2006
- La Salle College 2001 - 2004
Curtis Yip Skills
- Wealth Management
- Investments
- Relationship Management
- Mutual Funds
- Financial Advisory
- Financial Services
- Asset Allocation
- Portfolio Management
- Securities
- Equities
- Financial Planning
- Customer Service
- Life and Health Insurance Licenses
- Retail Banking
- Client Services
- Sales
- Notary Public
- Series 6
- Research
- Small Business
- NMLS Licensed
- Strategic Planning
- Sales Management
- Relationship Building
- Credit
- Series 63
Curtis Yip Summary
- Curtis Yip, based in United States, is currently a Vice President - Premier Relationship Manager at HSBC Retail Banking and Wealth Management. Curtis Yip brings experience from previous roles at CTBC Bank Corp. (Usa) and Jpmorgan Chase & Co.. Curtis Yip holds a 2006 - 2010 Bachelor's degree in International Business @ Baruch College, City University of New York (CUNY). With a robust skill set that includes Wealth Management, Investments, Relationship Management, Mutual Funds, Financial Advisory and more. Curtis Yip has 3 emails and 1 mobile phone numbers on RocketReach.
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