Jake Yeo Email
Quality Oversight Supervisor @ Hargreaves Lansdown
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Jake Yeo Location
- Cirencester, GB
Jake Yeo Work
- Quality Oversight Supervisor @ (May 2024 - Present)
- Financial Adviser @ (January 2017 - June 2024)
- Senior Investment Consultant and Data Analyst @ (November 2014 - January 2017)
- Sport and Recreation Small Business Broker @ (June 2013 - November 2014)
Jake Yeo Education
- University of Wales, Cardiff
Bachelor of Science (BSc) (Economics)
2010-2013
Jake Yeo Skills
- Asset Allocation
- Asset Management
- Business Development
- Conscientious
- Corporate Finance
- Customer Service
- Data Analysis
- Estate Planning
- Financial Goals
- Financial Services
- Financial Strategy
- Fixed Annuities
- General Insurance
- Insurance
- Investment Advisory
- Investment Management
- Investment Strategies
- Investments
- Long Term Care Insurance
- Long-term Care
- Market Research
- Microsoft Excel
- Microsoft Office
- Mutual Funds
- OEICs
- Pension Funds
- Pensions
- Portfolio Management
- Presentations
- Private Clients
- Regulated Industry
- Relationship Management
- Retirement Planning
- Retirement Services
- Risk Management
- Tax Planning
- Teamwork
- Trusts
- Unit Trusts
- Wealth Management
- Finance
- Social Media
- Microsoft Word
- Project Management
Jake Yeo Summary
- Jake Yeo, based in Cirencester, GB, is currently a Quality Oversight Supervisor at Hargreaves Lansdown. Jake Yeo brings experience from previous roles at Hargreaves Lansdown and Howden, the new name for Perkins Slade. Jake Yeo holds a 2010 - 2013 Bachelor of Science (BSc) in Economics @ University of Wales, Cardiff. With a robust skill set that includes Asset Allocation, Asset Management, Business Development, Conscientious, Corporate Finance and more. Jake Yeo has 1 emails on RocketReach.
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