Mai Yang's Location
Minneapolis, MN, US
Mai Yang's Work
- Managing Partner @ Greenwald Wealth Management
- Financial Advisor @ Greenwald Wealth Management
- Registered Paraplanner @ Greenwald Wealth Management
- Client Service Associate @ Sterling Retirement Resources, Inc.
- Personal Banker @ State Bank of Cross Plains
Mai Yang's Education
- University of Wisconsin-Madison
Bachelor of Science (B.S.) (Personal Finance)
Mai Yang's Skills
- General Securities Registered Representative
- Strategic Financial Planning
- Wealth Management
- Financial Services
- Paraplanning
- Financial Reporting
- Client Service Oriented
- Office Administration
- Office Management
- Microsoft Office
Mai Yang's Summary
Mai Yang, based in Minneapolis, MN, US, is currently a Managing Partner at Greenwald Wealth Management, bringing experience from previous roles at Greenwald Wealth Management, Sterling Retirement Resources and State Bank of Cross Plains. 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 contributes valuable insights to the industry. Mai Yang has 2 emails on RocketReach.
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