Yul Kaseman Email & Phone Number
Client Relationships Manager @ Oakpoint Advisors
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Yul Kaseman Location
- Tampa, FL, US
Yul Kaseman Work
- Client Relationships Manager @ (March 2026 - Present)
- Advisor @ Nydra Health (June 2024 - October 2024)
- Chief Operating Officer @ (September 2023 - March 2024)
- Chief Operating Officer and Chief of Staff @ (January 2019 - April 2022)
- Director of Business Development @ (December 2016 - January 2019)
- Consultant @ Kaseman Associates, LLC (January 2009 - January 2016)
- Vice President Capital Introductions @ (January 2008 - January 2008)
- Vice President Prime Brokerage Sales @ (January 2006 - January 2008)
- Vice President Interest Rate Sales @ (January 2001 - January 2006)
Yul Kaseman Education
- The Wharton School
Bachelor of Science - BS (Finance, Strategic Management)
- The Wharton School
Bachelor of Science (B.S.) (Economics)
Yul Kaseman Skills
- Business Development
- Business Strategy
- Client Development
- Client Relations
- Communication
- Consulting
- Contract Management
- Contract Negotiation
- Cross-functional Team Leadership
- Finance
- Financial Analysis
- Human Resources (HR)
- Leadership Development
- Management
- Marketing
- Partner Relationship Management
- Portfolio Management
- Product Innovation
- Project Management
- Recruiting
- Revenue & Profit Growth
- Revenue Generation
- Sales
- Senior Administration
- Strategic Planning
- Strategy
- Team Management
- Valuation
Yul Kaseman Summary
- Yul Kaseman, based in Tampa, FL, US, is currently a Client Relationships Manager at Oakpoint Advisors. Yul Kaseman brings experience from previous roles at Nydra Health, Cambridge Corporate Services and Bright Architecture. Yul Kaseman holds a Bachelor of Science - BS in Finance, Strategic Management @ The Wharton School. With a robust skill set that includes Business Development, Business Strategy, Client Development, Client Relations, Communication and more. Yul Kaseman has 1 emails and 2 mobile phone numbers on RocketReach.
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