Yufei Hu
Wealth Strategy Associate at UBS
- Role
- Wealth Strategy Associate at UBS
- Location
- San Francisco, CA, US
- LinkedIn followers
- 500 followers
Experience
Wealth Strategy Associate
Nov 2022 — Present · San Francisco, CA, US
Assist Financial Advisor with client/prospect meetings and provide support for client relationship building and business development activities.Develop customized asset allocation strategies and investment solutions for clients.Analyze and interpret portfolio performance review, and make recommendations to Financial Advisor for potential change.
Education
Cornell University
Master of Public Administration (MPA), Economics and Financial Policy
2012 — 2014
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.