Daniel Yu Email & Phone Number
Private Wealth Manager @ Creative Planning
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Daniel Yu Location
- Albuquerque, NM, US
Daniel Yu Work
- 2024 -now Private Wealth Manager @
- 2023 -2024 Economic Strategist and Senior Wealth Advisor @
- 2016 -2023 Chief Investment Officer @
- 2014 -2015 Senior Investment Advisor @
- 2013 -2014 Operations Specialist @ REDW Stanley Financial Advisors, LLC
- 2011 -2013 Portfolio Investment Analyst @
- 2000 -2010 Director of Research @ MarketSpace Financial
- 1998 -2000 Credit Analyst @
Daniel Yu Education
- University of Richmond
BSBA (Finance and Marketing)
1990-1994 - Albuquerque Academy 1986-1990
Daniel Yu Summary
- Daniel Yu, based in Albuquerque, NM, US, is currently a Private Wealth Manager at Creative Planning. Daniel Yu brings experience from previous roles at REDW Wealth Management, REDW Wealth LLC and REDW Stanley Financial Advisors, LLC. Daniel Yu holds a 1990 - 1994 BSBA in Finance and Marketing @ University of Richmond. Daniel Yu has 2 emails and 1 mobile phone numbers on RocketReach.
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