Timothy Yan Email & Phone Number
Head of Marketing and Distribution @ Thomas J. Herzfeld Advisors, Inc.
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Timothy Yan Location
- Park Ridge, IL, US
Timothy Yan Work
- Head of Marketing and Distribution @ (November 2023 - Present)
- Managing Director @ (December 2017 - October 2023)
- Regional Sales Director, Northeast @ (August 2016 - November 2017)
- Regional Director, East @ (November 2012 - June 2016)
- Salesforce.com Project Consultant @ (July 2011 - December 2012)
- Assistant Financial Advisor @ (July 2011 - May 2012)
Timothy Yan Skills
- 401k
- Analysis
- Asset Management
- CRM
- Communication
- Director level
- HubSpot
- HubSpot Marketing Hub
- Investments
- Mutual Funds
- Retirement Planning
- Salesforce.com
- Salesforce.com Administration
- Web Design
- Webflow
Timothy Yan Summary
- Timothy Yan, based in Park Ridge, IL, US, is currently a Head of Marketing and Distribution at Thomas J. Herzfeld Advisors, Inc.. Timothy Yan brings experience from previous roles at Wavelength Capital Management, Balter Liquid Alternatives, LLC, Sincere & Co., LLC and Wescott Financial Advisory Group, LLC. With a robust skill set that includes 401k, Analysis, Asset Management, CRM, Communication and more. Timothy Yan has 2 emails and 1 mobile phone numbers on RocketReach.
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