Zoe Yan Email
Private Banker @ Macquarie Group
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Zoe Yan Location
- Sydney, NSW, AU
Zoe Yan Work
- 2019 -now Private Banker @
- 2017 -2019 Associate Advisor @
- 2015 -2017 Client Service Associate @
- 2013 -2015 Client Relationship Manager @ ipac
- 2011 -2013 Financial Adviser assistant @
Zoe Yan Education
- University of Western Sydney
Master of Accountancy
2006-2008
Zoe Yan Skills
- Wealth Management
- Financial Services
- Relationship Management
- Investments
- Retirement Planning
- Portfolio Management
- Pensions
- Strategic Financial Planning
- Retirement
- Insurance
- Financial Advisory
- Asset Management
- Equities
- Investment Advisory
- Mutual Funds
Zoe Yan Summary
- Zoe Yan, based in Sydney, NSW, AU, is currently a Private Banker at Macquarie Group. Zoe Yan brings experience from previous roles at Macquarie Group, ipac and Perpetual Limited. Zoe Yan holds a 2006 - 2008 Master of Accountancy @ University of Western Sydney. With a robust skill set that includes Wealth Management, Financial Services, Relationship Management, Investments, Retirement Planning and more. Zoe Yan has 2 emails on RocketReach.
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