Joseph Yoon Email & Phone Number
Consultant @ Castle Hill Consulting, LLC
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Joseph Yoon Location
- Washington, DC, US
Joseph Yoon Work
- 2024 - now Senior Vice President- Financial Advisor @
- 2015 - now Consultant @
- 2022 - 2024 Vice President Retirement Services @
- 2021 - 2023 Relationship Manager @
- 2019 - 2020 Chief Compliance Officer @ AOG Wealth Management Inc.
- 2019 - 2020 Senior Wealth Advisor @ AOG Wealth Management Inc.
- 2016 - 2019 Vice President- Financial Consultant @
- 2014 - 2015 Executive Vice President of Advisor Services @
- 2012 - 2013 Vice President Institutional Sales @
- 2009 - 2012 Director of Business Development @
- 2006 - 2009 Director, Business Development @ Rydex Financial Services
- 2006 - 2006 Manager, Business Development @ Rydex Financial Services
- 2005 - 2006 Business Analyst @ Rydex Financial Services
- 2003 - 2005 Relationship Manager @ Rydex Financial Services
- 2001 - 2003 Client Service Manager @ Rydex Financial Services
- 2000 - 2001 Accountant @ Rydex Financial Services
- 2000 - 2000 Financial Advisor @
Joseph Yoon Education
- Georgetown University
Certificate in Financial Planning (CFP®) (Financial Planning)
2018 - 2019 - Yale School of Management
Certificate (Certified Investment Management Analyst® (CIMA®))
2016 - 2016 - The Johns Hopkins University
BA (Economics)
1996 - 2000 - Lexington High School 1992 - 1996
Joseph Yoon Skills
- Alternative Investments
- ETFs
- Series 7
- Mutual Funds
- Hedge Funds
- Series 63
- Investment Advisory
- Financial Services
- Asset Allocation
- Securities
- Asset Management
- Investments
- Retirement Planning
- Investment Strategies
- Equity Trading
- Wealth Management Services
- Asset Managment
- Trading Strategies
- Separately Managed Accounts
- FINRA
- Investment Management
- Financial Markets
- Retirement
- Institutional Investments
- Portfolio Management
- Financial Advisory
- Trading
- Bonds
- Fund Of Funds
- Structured Products
- Series 6
- Capital Markets
- Equity Research
- RIA
- RIA Custody
- Broker-Dealer
- Equities
- Private Equity
- Wealth Management
- Options
- Fixed Income
- 401k
- Series 3
- Series 24
- Bloomberg
- Electronic Trading
- Series 53
- Series 66
- Series 65
- Sporting Goods
- Equine Tack
- High Technology Equine Tack
- Riding
- Broker Dealer
- Leadership
- Small Business Retirement Plans
- College Planning
- Business Development
- Strategic Planning
- Strategy
- Charitable Giving
- Executive Compensation Planning
- 401k Rollovers
Joseph Yoon Summary
- Joseph Yoon, based in Washington, DC, US, is currently a Consultant at Castle Hill Consulting, LLC. Joseph Yoon brings experience from previous roles at QM Advisors, OneDigital, TimeScale Financial and AOG Wealth Management Inc.. Joseph Yoon holds a 2018 - 2019 Certificate in Financial Planning (CFP®) in Financial Planning @ Georgetown University. With a robust skill set that includes Alternative Investments, ETFs, Series 7, Mutual Funds, Hedge Funds and more. Joseph Yoon has 5 emails and 1 mobile phone numbers on RocketReach.
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Top Castle Hill Consulting, LLC Employees
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