Jasmine Yuan's Location
Los Angeles, California, United States
Jasmine Yuan's Work
- Portfolio Manager @ Signature Estate & Investment Advisors, LLC
- Portfolio Analyst @ Signature Estate & Investment Advisors, LLC
- Personal Banker @ Wells Fargo
- Cofounder @ Bally Auction
- Application Analyst @ New York Life
- Investment Analyst @ Altfest Personal Wealth Management
- Senior Accountant @ Shenyin & Wanguo Securities Co. Ltd.
Jasmine Yuan's Education
- Pace University - Lubin School of Business
Master of Science (MS) ( Investment Management)
2009 - 2011 - Shanghai University of Finance and Economics
Bechalor of Management ( International Accounting(ACCA))
2000 - 2004
Jasmine Yuan's Skills
- Valuation
- Portfolio Management
- Investments
- Bloomberg Terminal
- Mutual Funds
- Analysis
- Wealth Management
- Financial Modeling
- Financial Analysis
- Trading
Jasmine Yuan's Summary
Jasmine Yuan, based in Los Angeles, California, United States, is currently a Portfolio Manager at Signature Estate & Investment Advisors, LLC, bringing experience from previous roles at Signature Estate & Investment Advisors, LLC, Wells Fargo, Bally Auction and New York Life Insurance Company. Jasmine Yuan holds a 2009 - 2011 Master of Science (MS) in Investment Management @ Pace University - Lubin School of Business. With a robust skill set that includes Valuation, Portfolio Management, Investments, Bloomberg Terminal, Mutual Funds and more, Jasmine Yuan contributes valuable insights to the industry. Jasmine Yuan has 1 email and 1 mobile phone number on RocketReach.
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