Nicole Yong

Nicole Yong

Director at Charles Schwab | Leadership, Strategy, Wealth Management
Newport Beach, California, United States

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Work Experience

Charles Schwab

Director, Advisor Services Strategy

2022-03-01 - Present

CTC | myCFO

Investment Associate

2015-08-01 - 2017-08-01

BluePointe Capital

Research Analyst

2013-08-01 - 2014-06-01

Hall Capital Partners LLC

Portfolio Management Group Analyst

2012-07-01 - 2013-08-01

Skills

finance brokers brokerage banking financial consulting financial products & services portfolio management advisor services retirement plan services specialty brokerage services mutual fund clearing services banks & credit unions financial advising financial services investing

Languages

English