Jason Yeh Email & Phone Number
Market Client Relationship Manager @ Merrill Lynch
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Jason Yeh Location
- Chicago, IL, US
Jason Yeh Work
- Market Client Relationship Manager @ (October 2021 - Present)
- Consumer Investment Market Leader @ (November 2018 - October 2021)
- Financial Advisor Team Manager @ (May 2016 - November 2018)
- Financial Advisor Team Manager @ (January 2015 - May 2016)
- Financial Solutions Advisor @ (May 2012 - January 2015)
- Wealth Management Intern @ (February 2012 - May 2012)
Jason Yeh Education
- The University of New Mexico
Masters of Business Administration (MBA, Investment Finance)
2011-2012 - The University of New Mexico
Bachelor of Business Administration - BBA (Marketing and Operations)
2004-2008
Jason Yeh Skills
- Organization Skills
- Investments
- Project Management
- Financial Markets
- Investment Portfolio
- Microsoft Office
- Critical Thinking
- Strategic Planning
- Time Management
- General Investment Planning
- Retirement Planning
- Sales Management
- Taiwanese
- Chinese
- Microsoft Excel
- Portfolio Management
- Financial Services
- General Investment
- Microsoft Word
- Customer Service
- Management
Jason Yeh Summary
- Jason Yeh, based in Chicago, IL, US, is currently a Market Client Relationship Manager at Merrill Lynch Wealth Management. Jason Yeh brings experience from previous roles at Bank of America Merrill Lynch. Jason Yeh holds a 2011 - 2012 Masters of Business Administration in MBA, Investment Finance @ The University of New Mexico. With a robust skill set that includes Organization Skills, Investments, Project Management, Financial Markets, Investment Portfolio and more. Jason Yeh has 1 mobile phone numbers on RocketReach.
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