Yu Yu Email & Phone Number
First Vice President, Wealth Management Officer @ Hills Bank and Trust Company
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Yu Yu Location
- Iowa City, IA, US
Yu Yu Work
- 2022 -now First Vice President, Wealth Management Officer @
- 2018 -2022 Wealth Management Officer @
- 2016 -2018 Tax Accountant @
- 2016 -2018 Corporate Financial Advisor @ Newyork Life Insurance Co
- 2012 -2015 Investment Advisor Representative @
- 2012 -2015 Seasonal Tax Specialist @
- 2011 -2011 Applied Research Intern @ AEGON USA Realty Advisors, LLC
- 2010 -2010 Performance Measurement Intern @ AEGON USA Asset Management, LLC
Yu Yu Education
- University of Iowa 2007-2011
- Shanghai International Studies University 1996-2000
Yu Yu Skills
- Mutual Funds
- Annuities
- Financial Services
- Tax
- Life Insurance
- Separately Managed Accounts
- Microsoft Word
- Financial Advisory
- Qualified Retirement Plans
- College Funding Strategies
- Investments
- Employee Benefits
- Retirement Planning
- Small Business Financial Management
- PowerPoint
- Social Security
- Leadership
- Management
- Microsoft Office
Yu Yu Summary
- Yu Yu, based in Iowa City, IA, US, is currently a First Vice President, Wealth Management Officer at Hills Bank and Trust Company. Yu Yu brings experience from previous roles at Hills Bank and Trust Company, Community CPA & Associates Inc., Newyork Life Insurance Co and Transamerica Financial Advisors, Inc. Transamerica Financial Group Division. Yu Yu holds a 2007 - 2011 University of Iowa. With a robust skill set that includes Mutual Funds, Annuities, Financial Services, Tax, Life Insurance and more.
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Jen Parker
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