Senior Financial Planner @ (May 2011 - January 2018)
Investment Advisor @ (December 2009 - March 2011)
Yan Hu Education
University of Toronto - Rotman School of Management
MBA
2009-2012
Dalhousie University
MSc (Biology)
2004-2007
Yan Hu Skills
Wealth Management
Financial Planning
Mutual Funds
Equities
Mortgage
Asset Allocation
Asset Management
Corporate Finance
Credit
ETFs
Estate Planning
Finance
SQL
Process Improvement
Business Analysis
Microsoft Office
Yan Hu Summary
Yan Hu, based in Toronto, ON, CA, is currently a Associate Portfolio Manager at Aligned Capital Partners Inc.. Yan Hu brings experience from previous roles at Aligned Capital Partners Inc., TD and BMO Nesbitt Burns, Private Client Group. Yan Hu holds a 2009 - 2012 MBA @ University of Toronto - Rotman School of Management. With a robust skill set that includes Wealth Management, Financial Planning, Mutual Funds, Equities, Mortgage and more. Yan Hu has 2 emails and 1 mobile phone numbers on RocketReach.
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