Simon Yu
Integrity is doing the right thing when no one is watching
- Role
- Financial Advisor at Northwestern Mutual
- Location
- Irvine, CA, US
- LinkedIn followers
- 500 followers
About Simon Yu
Simon Yu is a financial advisor with the Northwestern Mutual Financial Network. My…
Experience
Financial Advisor
Jul 2023 — Present · Irvine, CA, US
Develop retirement analysis to help guide future decision making.Update client needs and goals and asses the best way to implement planning to accomplish goals.Tax efficient growth strategies, and tax efficient distribution strategies.Stay up to date with market analysis, and world class financial products and services to be able to deliver the best fit planning for my clients.
Skills
- Recruiting
- Sales
- Cold Calling
- Leadership
- Social Media
- Team Building
- Advertising
- Social Networking
- Marketing Strategy
- Marketing Communications
- Entrepreneurship
- Program Management
- New Business Development
- Strategic Planning
- Account Management
- Salesforce.com
- Social Media Marketing
- Microsoft Excel
- Public Speaking
- Marketing
- Online Marketing
- Customer Service
- Sales Management
- Direct Sales
- Business Development
- Lead Generation
- Market Research
- B2b
- Direct Marketing
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