Joseph Yeon
Defined Contribution Consultant
- Role
- Defined Contribution Consultant at Mercer
- Location
- Yorba Linda, CA, US
- LinkedIn followers
- 500 followers
About Joseph Yeon
Serve as Trusted Advisor and primary strategic contact for Mission Square Retirement’s largest governmental clients in the Greater Los Angeles Area. Lead integrated team in strengthening the company\'s overall relationship by developing strategy and educational campaigns to improve Plan success. Help to expand Client\'s offering to employee\'s by providing insight into additional products/services offered through Mission Square Retirement. Develop and execute strategies to provide measurable outcomes and demonstrate benefit of relationship. Proactively facilitate business planning meetings and partner with Consultant Community to strengthen Client\'s Retirement Plan outcomes.
Experience
Defined Contribution Consultant
Oct 2025 — Present · Irvine, CA, US
Education
UCLA
Bachelor's degree, History
USC Marshall School of Business
Master of Business Administration (MBA)
2011 — 2014
Skills
- Financial Analysis
- Mutual Funds
- Financial Modeling
- Investments
- Fixed Income
- Asset Management
- Finance
- Bloomberg
- Alternative Investments
- Valuation
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