Shawna Yun

Shawna Yun

Vice President Financial Consultant
San Antonio, Texas, United States

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Work Experience

Charles Schwab

Vice President Financial Consultant

2021-10-01 - Present

🍋 Skin Vitaminz 🍋

Founder/President

2012-04-01 - Present

Fidelity Investments

Investment Consultant

2020-01-01 - 2021-10-01

Sovereign Wealth Advisors, LLC

Senior Relationship Manager

2018-04-01 - 2019-12-01

UBS

Registered Client Service Associate

2015-02-01 - 2016-04-01

Waddell & Reed

Financial Advisor

2012-08-01 - 2014-04-01

JPMorgan Chase & Co.

Relationship Manager

2010-08-01 - 2012-04-01

USAA

Senior Solutions Advisor

2007-05-01 - 2010-04-01

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