Jack Yu Email & Phone Number
Vice President, Financial Products
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Jack Yu Location
- Beijing, China
Jack Yu Work
- now Vice President, Financial Products @ Financial Street Securities
- now Senior Vice President @
- now Director, Investment Management @
- now Financial Advisor @
- now Investment Consultant @
Jack Yu Education
- 加拿大女王大学
Master (Finance)
2016 - 2017 - The University of Lethbridge
Bachelor of Management (Finance & Accounting)
2006 - 2011
Jack Yu Skills
- Investment Planning
- Mutual Funds
- Financial Analysis
- Portfolio Management
- Mortgage Servicing
- Financial Reporting
- Insurance
- Multi-tasking Skills
- Customer Service
- Microsoft Office
- Finance
- Valuation
- Corporate Finance
- Mandarin
- Investments
- Computer Proficiency
- Life Insurance
- Disability Insurance
- Analysis
- Mortgage Lending
- Financial Services
- Financial Risk
- Financial Planning
- Wealth Management
- Banking
- coaching
- Management Consulting
- Business Development
- Project Management
- Research
- Business Relationship Management
- Marketing
- Marketing Strategy
- Team Leadership
- Global Cross-Functional Team Leadership
Jack Yu Summary
- Jack Yu, based in Beijing, China, is currently a Vice President, Financial Products at Financial Street Securities. Jack Yu brings experience from previous roles at uSmart Securities Limited, CreditEase Wealth Management (Beijing) Co., LTD, RBC Wealth Management and IG Wealth Management. Jack Yu holds a 2016 - 2017 Master in Finance @ 加拿大女王大学. With a robust skill set that includes Investment Planning, Mutual Funds, Financial Analysis, Portfolio Management, Mortgage Servicing and more. Jack Yu has 2 emails on RocketReach.
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