Daniel Yu Email & Phone Number
Private Wealth Manager @ Creative Planning
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Daniel Yu Location
- Albuquerque, NM, US
Daniel Yu Work
- Private Wealth Manager @ (September 2024 - Present)
- Economic Strategist and Senior Wealth Advisor @ (December 2023 - September 2024)
- Chief Investment Officer @ (January 2016 - December 2023)
- Senior Investment Advisor @ (July 2014 - December 2015)
- Operations Specialist @ REDW Stanley Financial Advisors, LLC (December 2013 - July 2014)
- Portfolio Investment Analyst @ (January 2011 - December 2013)
- Director of Research @ MarketSpace Financial (October 2000 - December 2010)
- Credit Analyst @ (January 1998 - July 2000)
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 3 emails and 1 mobile phone numbers on RocketReach.
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