Paul Yeh Email & Phone Number
Vice President, Head of Data Analytics and Integrations @ Advyzon
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Paul Yeh Location
- Kirkland, WA, US
Paul Yeh Work
- Vice President, Head of Data Analytics and Integrations @ (March 2021 - Present)
- Vice President, Data Strategy and Operations @ (February 2021 - Present)
- Director of Corporate Strategy @ (March 2017 - March 2020)
- Sr. Product Manager @ (February 2015 - February 2017)
- Internal Advisory Consultant @ (February 2012 - February 2015)
- Broker and Dealer Service and Operations @ (November 2007 - February 2012)
Paul Yeh Education
- University of California - San Diego
Bachelor Of Science (Biology, Biochemistry)
Paul Yeh Skills
- Leadership
- Alternative Investments
- Series 63
- Financial Advisory
- Dol
- Consulting
- Business Transformation
- Fixed Income
- Enterprise Portfolio Management
- Market Assessments
- Retirement Planning
- Financial Planning
- Portfolio Management
- JIRA
- Investments
- Business Development
- Market Research
- Data Analytics
- Comparative Market Analysis
- Finance
- Asset Allocation
- Strategic Planning
- Strategy
- Financial Services
- Morningstar
- Wealth Management
- Equities
- Mutual Funds
- Management Consulting
- Strategic Improvement
- Microsoft Office
- Strategic Financial Planning
- Project Portfolio Management
- Bloomberg Terminal
- Data Modeling
- Risk Management
- Asset Management
- Cross Functional Team Leadership
- Change Management
- Go To Market Strategy
- Financial Analysis
- Zephyr Style Advisor
- Strategic Design
- Management
- Agile And Waterfall Methodologies
- Sprint Planning
- Series 7
- Securities
- Visual Basic For Applications Vba
- Process Optimization
- Visual Basic for Applications
Paul Yeh Summary
- Paul Yeh, based in Kirkland, WA, US, is currently a Vice President, Head of Data Analytics and Integrations at Advyzon | yHLsoft, Inc.. Paul Yeh brings experience from previous roles at Advyzon | yHLsoft, Inc., Cetera Financial Group and LPL Financial. Paul Yeh holds a Bachelor Of Science in Biology, Biochemistry @ University of California - San Diego. With a robust skill set that includes Leadership, Alternative Investments, Series 63, Financial Advisory, Dol and more. Paul Yeh has 2 emails and 3 mobile phone numbers on RocketReach.
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