Wealth Management Officer @ (May 2018 - November 2022)
Tax Accountant @ (January 2016 - April 2018)
Corporate Financial Advisor @ Newyork Life Insurance Co (January 2016 - April 2018)
Investment Advisor Representative @ (January 2012 - December 2015)
Seasonal Tax Specialist @ (January 2012 - April 2015)
Applied Research Intern @ AEGON USA Realty Advisors, LLC (January 2011 - August 2011)
Performance Measurement Intern @ AEGON USA Asset Management, LLC (January 2010 - December 2010)
Yu Yu Education
University of Iowa
BBA (Finance and Accounting)
2007-2011
Shanghai International Studies University
Bachelor of Arts (B.A.) (Korean Language and Literature)
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 BBA in Finance and Accounting @ University of Iowa. With a robust skill set that includes Mutual Funds, Annuities, Financial Services, Tax, Life Insurance and more.
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