Mai Yang Email & Phone Number
Founder and Financial Planner @ Heartworth Financial
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Mai Yang Location
- United States
Mai Yang Work
- Founder and Financial Planner @ (December 2024 - Present)
- Managing Partner @ Greenwald Wealth Management (January 2021 - January 2023)
- Financial Advisor @ Greenwald Wealth Management (January 2015 - January 2023)
- Registered Paraplanner @ Greenwald Wealth Management (October 2012 - December 2014)
- Client Service Associate @ (November 2011 - October 2012)
- Personal Banker @ (June 2010 - September 2011)
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 and 1 mobile phone numbers on RocketReach.
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