Yuqi Wang Email & Phone Number
Vice President, Wealth Strategist, CFA®, CFP®, ChFC®, CLU®, CASL® @ U.S. Bank
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Yuqi Wang Location
- California, United States
Yuqi Wang Work
- Vice President, Wealth Strategist, CFA®, CFP®, ChFC®, CLU®, CASL® @ (June 2023 - Present)
- Vice President, Wealth Strategist, CFA®, CFP®, ChFC®, CLU®, CASL® @ (March 2022 - June 2023)
- Assistant Vice President, Senior Wealth Strategies Analyst, CFA®, CFP®, ChFC®, CLU®, CASL® @ (July 2014 - February 2022)
- Wealth Planner, CFP®, ChFC®, CLU®, CASL® @ (July 2007 - July 2014)
- Licensed Premier Banker @ (September 2005 - June 2007)
Yuqi Wang Education
- California State University-East Bay
Master of Arts
2004-2005 - University of Massachusetts, Amherst
Yuqi Wang Summary
- Yuqi Wang, based in California, United States, is currently a Vice President, Wealth Strategist, CFA®, CFP®, ChFC®, CLU®, CASL® at U.S. Bank. Yuqi Wang brings experience from previous roles at Union Bank and Wells Fargo. Yuqi Wang holds a 2004 - 2005 Master of Arts @ California State University-East Bay. Yuqi Wang has 5 emails and 1 mobile phone numbers on RocketReach.
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