Jane Yoo Email & Phone Number
Founder and CEO @ Jane Financial, LLC
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Jane Yoo Location
- California, United States
Jane Yoo Work
- Founder and CEO @ (April 2017 - Present)
- Financial Planner @ (September 2013 - March 2017)
- Associate Wealth Manager @ (September 2012 - May 2013)
- Post-MBA Leadership Program @ (July 2009 - April 2012)
- Equity Research Summer Associate (Software and Services) @ (June 2008 - August 2008)
- Insurance Specialist @ (February 2005 - June 2007)
- Analyst @ (June 2002 - July 2004)
Jane Yoo Education
- UC Berkeley Extension
Certificate Program (Personal Financial Planning)
2012-2014 - The University of Chicago - Booth School of Business
MBA (Finance, Economics)
2007-2009 - Bryn Mawr College
BA (Chemistry)
1997-2001
Jane Yoo Skills
- Data Analysis
- Investments
- Product Management
- Business Analysis
- Developing Client Relationships
- Mentoring
- Strategic Analysis
- Internal Audit
- Communications Strategy
- Developing Client
- Stock Option Planning
- Tax Planning
- Leadership
- Entrepreneurship
- Financial Reporting
- Research
- Retirement Planning
- Estate Planning
- Equity Compensation
Jane Yoo Summary
- Jane Yoo, based in California, United States, is currently a Founder and CEO at Jane Financial, LLC. Jane Yoo brings experience from previous roles at Aspiriant, Waypoint Wealth Partners, Vanguard and Robert W. Baird. Jane Yoo holds a 2012 - 2014 Certificate Program in Personal Financial Planning @ UC Berkeley Extension. With a robust skill set that includes Data Analysis, Investments, Product Management, Business Analysis, Developing Client Relationships and more. Jane Yoo has 2 emails and 1 mobile phone numbers on RocketReach.
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