Yi Sun Email & Phone Number

Principal, Lead Project Manager, Mercer Global Investment Forums @ Mercer

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Yi Sun Location

Charlotte, NC, US

Yi Sun Work

2025 - now Principal, Lead Project Manager, Mercer Global Investment Forums @ Mercer
2021 - 2025 Global Investment Forums Project Manager @ Mercer
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2019 - 2021 Senior Investment Specialist @ Mercer
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2017 - 2019 Investment Specialist @ Mercer
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2012 - 2017 Senior Investment Research Analyst - Fixed Income and Liquid Alts Due Diligence @ CapTrust Advisors, LLC
2009 - 2012 Senior Investment Performance Analyst @ CapTrust Advisors, LLC

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Yi Sun Education

University of Tampa
MS in Finance (Investments)
2006 - 2008
Keele University
B.A (Finance and Human Resource Management)
2002 - 2006
Yale School of Management

Yi Sun Skills

Bloomberg
Performance Measurement
Microsoft Excel

Alternative Investments
Capital Budgeting
PowerPoint
Due Diligence
Equity Valuation
Quantitative Research
Morningstar

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Yi Sun Summary

Yi Sun, based in Charlotte, NC, US, is currently a Principal, Lead Project Manager, Mercer Global Investment Forums at Mercer. Yi Sun brings experience from previous roles at Mercer and CapTrust Advisors, LLC. Yi Sun holds a 2006 - 2008 MS in Finance in Investments @ University of Tampa. With a robust skill set that includes Bloomberg, Performance Measurement, Microsoft Excel, Alternative Investments, Capital Budgeting and more. Yi Sun has 2 emails and 1 mobile phone numbers on RocketReach.

Yi Sun Emails

Found 2 emails

Yi Sun Phone Numbers

Found 3 phone numbers

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