Larry Yu Location
- Newport Beach, CA, US
Larry Yu Work
- 2018 -now Senior Vice President @
- 2017 -2018 Relationship Manager @
- 2016 -2016 Senior Registered Associate @
- 2014 -2016 Investor Sales @
- 2012 -2014 Relationship Associate @
Larry Yu Education
- University of California, Berkeley
BA (Economics)
2007-2011
Larry Yu Skills
- Bloomberg
- Investments
- Financial Modeling
- Wealth Management
- Economics
- Project Management
- Strategy
- Asset Allocation
- Capital Markets
- Data Analysis
- Finance
- Alternative Investments
- Banking
- Financial Analysis
- Accounting
- Capital
- Traders
- Back Office
- Smarter
- Series 63
- Account Acquisitions
- Net
- Prospects
- Allocations
- Client Interface
- Communication
- Sourced
- Asset
- Conceptual Modeling
- Portfolio Management
- Sports
- Business Analysis
- Camps
- Art
- Investment Advisory
- Life Sciences
- Client Services
- Sporting
- Series 7
- Spreadsheets
- High Net Worth Individuals
- Introductory
- Scheduling
- Point of Contact
- Risk
- Community Outreach
- Building Materials
- CRM
- Enterprise Software
- Risk Management
- Operations
- San Francisco
- Modeling
- Liquidation
- Portfolio
- Unified Communications
- Statistics
- Customer Service
- Equities
- Stage
- Berkeley
- Fame
- Multiples
- Private Banking
- Derivatives
- Venture Capital
- Product Placement
- Execution
- Websites
- Conveying
- Retail
- Directing
- Floors
- Analytics
- Settlement
- Risk Tolerance
- Microsoft Excel
- Automotive
- Technology Companies
- Engaging
- Brokers
- Mentoring
- Golf Instruction
- Recruiting
- Trading
- Clean Tech
- Responsibility
- Investigative Research
- Bright
- Deloitte
- Assumptions
- Research
- Golf
- World Class
- Financial Goals
- Data Analytics
- Call Centers
- Soccer
- Management
- Brokerage
- Consideration
- Sales
- Consulting
- Offerings
- Foundation
- Compliance
- Writing
- Reporting
- Investment Decisions
- Template
- Credit
Larry Yu Summary
- Larry Yu, based in Newport Beach, CA, US, is currently a Senior Vice President at Prattes Wealth Partners. Larry Yu brings experience from previous roles at Pence Wealth Management, Morgan Stanley, LendingClub and Credit Suisse. Larry Yu holds a 2007 - 2011 BA in Economics @ University of California, Berkeley. With a robust skill set that includes Bloomberg, Investments, Financial Modeling, Wealth Management, Economics and more. Larry Yu has 3 emails and 2 mobile phone numbers on RocketReach.
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