Mai Yang Email & Phone Number
Founder and Financial Planner @ Heartworth Financial
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Mai Yang Location
- United States
Mai Yang Work
- 2024 -now Founder and Financial Planner @
- 2021 -2023 Managing Partner @ Greenwald Wealth Management
- 2015 -2023 Financial Advisor @ Greenwald Wealth Management
- 2012 -2014 Registered Paraplanner @ Greenwald Wealth Management
- 2011 -2012 Client Service Associate @
- 2010 -2011 Personal Banker @
Mai Yang Education
- University of Wisconsin-Madison
Bachelor of Science (B.S.) (Personal Finance)
Mai Yang Skills
- General Securities Registered Representative
- Strategic Financial Planning
- Wealth Management
- Financial Services
- Paraplanning
- Financial Reporting
- Client Service Oriented
- Office Administration
- Office Management
- Microsoft Office
- Morningstar
- Money Guide Pro
- Retail Banking
- Analytical Skills
- Planning & Organizing Skills
- Strategic Financial
- Planning and Organizing
- Planning and Organizing Skills
- General Securities
Mai Yang Summary
- Mai Yang, based in United States, is currently a Founder and Financial Planner at Heartworth Financial. Mai Yang brings experience from previous roles at Greenwald Wealth Management and Sterling Retirement Resources. Mai Yang holds a Bachelor of Science (B.S.) in Personal Finance @ University of Wisconsin-Madison. With a robust skill set that includes General Securities Registered Representative, Strategic Financial Planning, Wealth Management, Financial Services, Paraplanning and more. Mai Yang has 2 emails on RocketReach.
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Top Heartworth Financial Employees
Mai Yang
Founder and Financial Planner
United States
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