Sou Yang Email & Phone Number
Account Services Specialist @ Circa
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Sou Yang Location
- Milwaukee, WI, US
Sou Yang Work
- Account Services Specialist @ (June 2026 - Present)
- Compliance Analyst @ (May 2021 - Present)
- Retirement Specialist @ (February 2020 - May 2021)
- Certification Specialist @ Exemplar Global, Inc. (December 2016 - February 2020)
- Front Desk Agent @ (August 2014 - December 2016)
- Front Desk Agent and Night Auditor @ Residence Inn Downtown Milwaukee (February 2012 - August 2014)
Sou Yang Skills
- Auditing
- CRD
- Clerical Skills
- Customer Service
- FINRA
- Financial Services
- Microsoft Office
- Office Administration
- Qualified Retirement Plans
- Retirement
- Series 6
- Series 63
Sou Yang Summary
- Sou Yang, based in Milwaukee, WI, US, is currently a Account Services Specialist at Mitratech Circa. Sou Yang brings experience from previous roles at Mitratech Circa, Empower Retirement, Exemplar Global, Inc. and Potawatomi Hotel & Casino. With a robust skill set that includes Auditing, CRD, Clerical Skills, Customer Service, FINRA and more. Sou Yang has 1 emails and 1 mobile phone numbers on RocketReach.
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