Financial Advisor@ Vanguard
Philadelphia, Pennsylvania, United States
Yi Liu, CFP®
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Temple University
Real-Time AI Research
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Tell me more about Yi Liu, CFP®?
FlashIntel GPTYi Liu is a professional with 3.8 years of work experience. Based in the United States, Yi Liu currently works at Vanguard in King Of Prussia, Pennsylvania as an Ultra High Net Worth Investment Associate in the Finance department. Vanguard, founded in 1975, is a leading financial services company with over 10,000 employees. They offer a wide range of products including mutual funds, ETFs, and mutually managed accounts. Their target customers include individual investors, institutional investors, and financial advisors.
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Emails and Phone Numbers
Work Experience
Financial Advisor
Financial Services
Yi Liu, CFP®'s Professional Milestones
- Financial Advisor (2019-12-01~): Providing strategic investment guidance and expertise to maximize returns and establish strong client relationships.
Education
Master Of Business Administration,
Masters
Certification
Colleagues
Lauren Handel
product owner for finance technology
Tarak Bhavsar, CIMA
sr product owner | ai and machine learning | vanguard center for analytics and insights
Hiral Cecco
data and analytics product owner at vanguard
P. Jason Phibbs
seasoned analytics leader product owner and strategic thinker driving analytics maturity
Mitchel Odiaka
client relationship associate sie series7 series 63 her she professional scrum master psm | professional product owner pspo |project management professional pmp
Other Named Yi Liu, CFP®
Frequently asked questions
We found 2 Yi Liu, CFP®'s email addresses
We found 1 Yi Liu, CFP®'s phone numbers
Yi Liu, CFP®'s social media include: Linkedin,
Yi Liu, CFP® works for Vanguard
Yi Liu, CFP®'s role in Vanguard is Financial Advisor
Yi Liu, CFP® works in the industry of Financial Services
Yi Liu, CFP®'s colleagues are Lauren Handel,Tarak Bhavsar, CIMA,Hiral Cecco
Yi Liu, CFP®'s latest job experience is Financial Advisor at Vanguard
Yi Liu, CFP®'s latest education in Temple University
