Jason Yeh Email & Phone Number
Market Client Relationship Manager @ Merrill Lynch
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Jason Yeh Location
- Chicago, IL, US
Jason Yeh Work
- 2021 -now Market Client Relationship Manager @
- 2018 -2021 Consumer Investment Market Leader @
- 2016 -2018 Financial Advisor Team Manager @
- 2015 -2016 Financial Advisor Team Manager @
- 2012 -2015 Financial Solutions Advisor @
- 2012 -2012 Wealth Management Intern @
Jason Yeh Education
- 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, MBA in Investment Finance @ 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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