Sharon Yu Email & Phone Number
Financial Advisor @ Wells Fargo Advisors
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Sharon Yu Location
- California, United States
Sharon Yu Work
- 2018 -now Financial Advisor @
- 2015 -2018 Senior Premier Relationship Officer @
- 2011 -2015 Assistant Compliance Officer @ Roth Capital Partners
- 2008 -2010 Registered Client Service Associate @
- 2007 -2008 Branch Service Associate @
Sharon Yu Education
- DeVry University/Keller Graduate School of Management
Master (Accounting and Financial Management)
2010-2011 - California State University-Northridge
Bachelor (Finance)
Sharon Yu Skills
- Internal Controls
- Ranch
- Trading
- Accounting
- Perspective
- Banking
- Microsoft Exchange
- Public Speaking
- CPA
- Equities
- Capstone
- Securities
- Fixed Income
- Portfolio Management
- Cash Flow
- Healthcare
- Auditing
- Investment Banking
- Suite
- Mutual Funds
- Finance
- Risk Management
- Internal Audit
- Concepts
- Financial Analysis
- Leadership
- Test Preparation
- Financial Services
- Accounting System
- Series 7
- Credit
- Project Management
- Investment Management
- Managerial Finance
Sharon Yu Summary
- Sharon Yu, based in California, United States, is currently a Financial Advisor at Wells Fargo Advisors. Sharon Yu brings experience from previous roles at HSBC Retail Banking and Wealth Management, Roth Capital Partners and UBS Financial Services, Inc. Sharon Yu holds a 2010 - 2011 Master in Accounting and Financial Management @ DeVry University/Keller Graduate School of Management. With a robust skill set that includes Internal Controls, Ranch, Trading, Accounting, Perspective and more. Sharon Yu has 3 emails and 1 mobile phone numbers on RocketReach.
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