Greg Yuen
Vice President of Wealth Management at Sequoia Wealth Advisors / LPL Financial Advisor
- Role
- Vice President of Wealth Management - Sequoia Wealth Advisors at LPL Financial
- Location
- San Jose, CA, US
- LinkedIn followers
- 500 followers
About Greg Yuen
What began as a teller position in college, has developed into nearly 2 decades of…
Experience
Vice President of Wealth Management - Sequoia Wealth Advisors
Dec 2020 — Present · San Jose, CA, US
Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above.•Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.• The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Education
University of California, Riverside
Bachelor of Science (B.S.), Business Administration and Management, General
1999 — 2003
Skills
- Management
- Budgets
- Microsoft Office
- Sales
- Customer Service
- Marketing
- Financial Services
- Online Marketing
- Email Marketing
- Social Networking
- Social Media Marketing
- Insurance
- Banking
- Microsoft Excel
- Investments
- Social Media
- Account Management
- Event Planning
- Marketing Strategy
- Credit
- Loans
- Leadership
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