Yvonne Jimenez's Work
- @ Vanguard
- Senior Regional Manager, Schwab Wealth Advisory @ Charles Schwab
- Assistant Branch Office Manager @ Fidelity Investments
- Wealth Management Advisor @ TIAA
- Lead Performance Consultant @ TIAA
- Channel Manager @ TIAA
- Individual Consultant @ TIAA
- Tuition Financing Consultant @ TIAA
- Senior Trader, Treasury @ Bank Hapoalim בנק הפועלים
- Assistant Vice President, Private Banking @ Bank Hapoalim בנק הפועלים
Yvonne Jimenez's Education
- Northwestern University - Kellogg School of Management
Masters Business Administration
- University of Illinois Urbana-Champaign
B.A. (Asian Studies)
- Konan University
Japanese Studies
- Lane Technical College Prep High School
- Loyola University of Chicago
Project Management Certificate
- University of California, Irvine
Personal Financial Planning
Yvonne Jimenez's Skills
- Management
- Strategy
- Marketing
- Finance
- Market Planning
- Business Strategy
- Portfolio Management
- Wealth Management
- Financial Services
- Cross Functional Team Leadership
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