Steven Y. Email & Phone Number
High Net Worth Financial Advisor Manager @ Vanguard
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Steven Y. Location
- Philadelphia, PA, US
Steven Y. Work
- High Net Worth Financial Advisor Manager @ (October 2013 - Present)
- Flagship UHNW Client Manager @ (March 2011 - October 2013)
- Department Leader @ (January 2006 - December 2010)
- Team Leader @ (January 2003 - January 2006)
- Sr. Service Specialist @ (July 2002 - December 2002)
- Service Specialist @ (February 2002 - July 2002)
- Institutional Service Specialist @ (June 2000 - July 2001)
- Financial Advisor @ (June 1999 - June 2000)
Steven Y. Education
- Stony Brook University
Bachelor of Arts - BA (Political Science and Government)
- widener university
Master of Business Administration - MBA (Business Administration and Management, General)
Steven Y. Summary
- Steven Y., based in Philadelphia, PA, US, is currently a High Net Worth Financial Advisor Manager at Vanguard. Steven Y. brings experience from previous roles at Vanguard and Edward Jones. Steven Y. holds a Bachelor of Arts - BA in Political Science and Government @ Stony Brook University. Steven Y. has 2 emails and 3 mobile phone numbers on RocketReach.
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