Lifan Yang Email & Phone Number
Director of Client Service @ Prime Buchholz LLC
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Lifan Yang Location
- Boston, MA, US
Lifan Yang Work
- 2022 -now Director of Client Service @
- 2013 -2021 Investment Analyst @
- 2008 -2012 Vice President @ Financial Clarity, Inc.
- 2003 -2008 Financial Analyst @ Financial Clarity, Inc.
- 2002 -2002 Technical Support Representative @
- 2000 -2001 Associate Consultant @ C-bridge Internet Solutions
- 1997 -1999 Customer Support Engineer @ Exeter Educational Management Systems
Lifan Yang Education
- Boston College - Carroll School of Management 2012-2014
- Santa Clara University 2010-2012
- Harvard University
AB
1995-2000
Lifan Yang Skills
- Economics
- Tax
- Investments
- Financial Analysis
- Portfolio Management
- Finance
- Equities
- Network Administration
- Asset Allocation
- Estate Planning
- Alternative Investments
- Hedge Funds
- Investment Strategies
- Retirement Planning
- Wealth Management
- Personal Financial Planning
- High Net Worth Individuals
- Fund Of Funds
- Private Equity
- Trusts
- Independent Financial Advice
- Mutual Funds
- ETFs
Lifan Yang Summary
- Lifan Yang, based in Boston, MA, US, is currently a Director of Client Service at Prime Buchholz LLC. Lifan Yang brings experience from previous roles at Prime Buchholz LLC, Financial Clarity, Inc. and Electronic Arts. Lifan Yang holds a 2012 - 2014 Boston College - Carroll School of Management. With a robust skill set that includes Economics, Tax, Investments, Financial Analysis, Portfolio Management and more. Lifan Yang has 2 emails and 2 mobile phone numbers on RocketReach.
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