Joseph Yoon's Location
Great Falls, Virginia, United States
Joseph Yoon's Work
- Relationship Manager @ Coastal Capital Group, LLC
- Consultant @ Castle Hill Consulting, LLC
- Chief Compliance Officer @ AOG Wealth Management Inc.
- Senior Wealth Advisor @ AOG Wealth Management Inc.
- Vice President- Financial Consultant @ Charles Schwab
- Executive Vice President of Advisor Services @ AdvisorShares
- Vice President Institutional Sales @ CMG Capital Management Group, Inc.
- Director of Business Development @ Ceros Financial Services, Inc.
- Director, Business Development @ Rydex Financial Services
- Manager, Business Development @ Rydex Financial Services
Joseph Yoon's Education
- Yale School of Management
Certificate
2016 - 2016 - Georgetown University
Certificate in Financial Planning (CFP®)
2018 - 2019 - The Johns Hopkins University
BA
1996 - 2000
- Lexington High School1992 - 1996
Joseph Yoon's Skills
- Alternative Investments
- Trading Strategies
- Series 63
- Financial Advisory
- Electronic Trading
- Bonds
- Fixed Income
- Retirement Planning
- Wealth Management Services
- Sporting Goods
Joseph Yoon's Summary
Joseph Yoon, based in Great Falls, Virginia, United States, is currently a Relationship Manager at TimeScale Financial, bringing experience from previous roles at Castle Hill Consulting, LLC, AOG Wealth Management Inc. and Charles Schwab. Joseph Yoon holds a 2016 - 2016 Certificate @ Yale School of Management. With a robust skill set that includes Alternative Investments, Trading Strategies, Series 63, Financial Advisory, Electronic Trading and more, Joseph Yoon contributes valuable insights to the industry. Joseph Yoon has 3 emails and 1 mobile phone number on RocketReach.
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