Y

Yin Wong's
email & phone

Opt-Out

Current Position:

Regional Vice President at Mercer Advisors

Location:

Hong Kong SAR

How to contact Yin Wong

Last updated:2024-02-05
emailw****y@merceradvisors.com
phone+852-***-***-8184
pinterest
instagram

Analytics

According to LinkedIn Yin Wong started working on 1995, then the employee has changed 6 companies and 7 jobs. On average, Yin Wong works for one company for 6 years 3 months. Yin Wong has been working as a Regional Vice President for Mercer Advisors for 1614 days. If you are interested in this candidate, contact him directly by using contact details provided by SignalHire.

Work Experience

Regional Vice President at Mercer Advisors

Mar 2021 - Current

Managing Director at First Foundation Inc.

Jun 2018 - May 2020

Regional Manager at Scottrade

Feb 2016 - Mar 2018

Branch Manager at TD Ameritrade

Oct 2013 - Feb 2016

Investment Consultant at TD Ameritrade

Jan 2010 - Oct 2013

Financial Representative at Thrivent Financial for Lutherans

Jul 2004 - Current

Dairy/Frozen Clerk at Hy Vee

May 1995 - May 2003

Stockbroker at THRIVENT FINANCIAL-LUTHERANS

- Current

Education

Bachelor's, Accounting/Finance at University of Nebraska-Lincoln

Accounting/Finance at University of Nebraska at Omaha

Accounting/Finance at Hastings College

Current Company Information Mercer Advisors

Name: Mercer Advisors

Speciality: Holistic Wealth Management, Financial Planning, Family Wealth Office, Investment Management, Risk Management, Asset Protection, Estate, Tax and Legacy Planning, Retirement Plan Design and Administration

Location: Denver, Colorado, United States

Employees: 500-1000

HQ Phone: 888.565.1681

Description: Are you looking to amplify and simplify your financial life? For nearly 40 years, Mercer Advisors has been doing just that for families across the country by integrating financial...

Skills

Strategic Financial Planning, Asset Allocation, Energetic Leader, Series 7, Portfolio Management, Retirement Planning, Insurance, Investments, Positive Team Player, People Skills, Investment Advisory, Wealth Management, Series 24, Strategic Financial, Asset Management, Risk Management, Retirement, Coaching, Securities, Team Building, Management, Financial Planning, Investment Strategies, Uniform Combined State Law, Equities, Leadership, Financial Services, Finance, Selling, Series 63, Respect, Sales, Energetic team player, Mutual Funds, Sales Motivation, Uniform Combined State, Sales Management, FINRA, Financial Advisory

Frequently Asked Questions

How long has Yin Wong been working as a Regional Vice President?

Yin Wong's total experience in various companies as a Regional Vice President 4 years 5 months.

What is Yin Wong's minimum period of employment in the companies?

Yin Wong's minimum period of employment in various companies is 1 year 11 months.

What is Yin Wong's average duration of employment for different companies?

On average, Yin Wong works for one company for 3 years 7 months

What industries has Yin Wong worked in?

Yin Wong works in the Financial Services.

What positions has Yin Wong held before?

Previously, Yin Wong worked as a Managing Director, and Regional Manager, and Branch Manager, and Investment Consultant, and Financial Representative.

How do I contact Yin Wong?

Yin Wong's email address is w****y@merceradvisors.com, phone number is +852-***-***-8184. Sign up to get contact details.

Who is the President/CEO/Director of the Mercer Advisors?

The President/CEO/Director of the Mercer Advisors is John DiLivio

Who are Yin Wong's peers at other companies?

Yin Wong's peers at other companies are Corey Atturio and Wendell Robinson and John Beebe
Not the Yin Wong you were looking for?

Find email for 850M+ professionals

Yin Wong Namesakes

Name
Company
Position
E
Sr. Global Solutions Architect
E
Financial Representative
E
Magenheim & Associates
Attorney
E
Zehnder Homes, Inc.
President

Similar profiles

Name
Company
Position
W
Regional Vice President
W
Regional Vice President
S
Regional Vice President
D
Regional Vice President
Y
Regional Vice President

Other employees at Mercer Advisors

Name
Company
Position
S
Regional Vice President at Mercer Advisors
H
Senior Financial Planning Manager
D
VP, Product Marketing & Sales Enablement
J
Director, Direct Client Development
BACK TO TOP