Wealth Manager @ Goldman Sachs Personal Financial Management (July 2020 - September 2023)
Senior Relationship Manager @ (January 2019 - July 2020)
Relationship Manager @ (August 2017 - January 2019)
Guidance Specialist @ (March 2015 - August 2017)
Financial Representative @ Fidelity Investments (June 2013 - March 2015)
Intern @ (May 2011 - August 2011)
Front Service Clerk @ (January 2006 - August 2010)
Robert Yu Education
Kansas State University
Certificate of Financial Planning (Financial Planning and Services)
2016-2017
Georgia Institute of Technology
Bachelor of Science (BS) (Economics)
2009-2013
Robert Yu Summary
Robert Yu, based in Peachtree Corners, GA, US, is currently a Wealth Management Advisor at Apollon Peachtree Corners. Robert Yu brings experience from previous roles at Goldman Sachs Personal Financial Management and United Capital Financial Advisers, LLC. Robert Yu holds a 2016 - 2017 Certificate of Financial Planning in Financial Planning and Services @ Kansas State University. Robert Yu has 1 emails and 2 mobile phone numbers on RocketReach.
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