Joseph Yeon

Defined Contribution Consultant @Mercer

Yorba Linda, CA, US
EMAILS
j••••••••@mercer.com
MOBILE NUMBERS
+17•••••••53

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WORK HISTORY

Oct 2025 — Present

Defined Contribution Consultant @Mercer

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Irvine, CA, US

EDUCATION

N/A

UCLA

Bachelor's degree, History

2011 — 2014

USC Marshall School of Business

Master of Business Administration (MBA)

SKILLS

Financial AnalysisMutual FundsFinancial ModelingInvestmentsFixed IncomeAsset ManagementFinanceBloombergAlternative InvestmentsValuation

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.

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