Larry Yu's Location
Newport Beach, CA, US
Larry Yu's Work
- Senior Vice President @ Prattes Wealth Partners
- Relationship Manager @ Pence Wealth Management
- Senior Registered Associate @ Morgan Stanley
- Investor Sales @ LendingClub
- Relationship Associate @ Credit Suisse
Larry Yu's Education
- University of California, Berkeley
BA (Economics)
2007 - 2011
Larry Yu's Skills
- Bloomberg
- Investments
- Financial Modeling
- Wealth Management
- Economics
- Project Management
- Strategy
- Asset Allocation
- Capital Markets
- Data Analysis
Larry Yu's Summary
Larry Yu, based in Newport Beach, CA, US, is currently a Senior Vice President at Prattes Wealth Partners, bringing 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 contributes valuable insights to the industry. Larry Yu has 3 emails and 1 mobile phone number on RocketReach.
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