M

Mindy Yu's
email & phone

Current Position:

Sr. Director of Investing at Betterment

Experience:

16 years

Location:

New York City Metropolitan Area, United States

How to contact Mindy Yu

emailm**@betterment.com
phone+1-***-***-6560
LinkedIn
X
GitHub
Skype

Work Experience

Sr. Director of Investing at Betterment

Feb 2025 - Current

Director of Investing at Betterment

Aug 2021 - Feb 2025

Senior Director of Investments at Stash

Apr 2021 - Aug 2021

Director of Investments at Stash

Dec 2019 - Mar 2021

Portfolio Associate- Senior Wealth Strategy Associate at UBS

Mar 2019 - Nov 2019

Senior Solutions Associate, ETF Model Portfolios at WisdomTree Asset Management

Feb 2018 - Mar 2019

Equity Research Analyst at WisdomTree Asset Management

Feb 2016 - Feb 2018

Portfolio Specialist at BlackRock

Oct 2013 - Feb 2016

Investment Performance Analyst at J.P. Morgan

Jul 2011 - Oct 2013

Senior Associate at State Street

Dec 2009 - Jul 2011

Mindy Yu started working in 2009, then the employee has changed 6 companies and 9 jobs. On average, Mindy Yu works for one company for 1 year 7 months.

Education

Bachelor of Business Administration at Baruch College

Current Company Information Betterment

Name: Betterment

Speciality: Investing, Online brokerage, Investment advice, Savings, Financial advice, Retirement advice, Automated investing, Checking, Money management

Location: New York, NY, United States

Employees: 200-500

Description: Betterment is a smart automated investing service that provides optimized investment returns for individual, IRA, ROTH IRA, and rollover 401(k) accounts. Its technology enables use...

Frequently Asked Questions

What is Mindy Yu's minimum period of employment in the companies?

Mindy Yu's minimum period of employment in various companies is 4 months.

What is Mindy Yu's average duration of employment for different companies?

On average, Mindy Yu works for one company for 1 year 8 months

What industries has Mindy Yu worked in?

Mindy Yu works in the Financial Services.

What positions has Mindy Yu held before?

Previously, Mindy Yu worked as a Director of Investing, and Senior Director of Investments, and Director of Investments, and Portfolio Associate- Senior Wealth Strategy Associate, and Senior Solutions Associate, ETF Model Portfolios.

How do I contact Mindy Yu?

Mindy Yu's email address is m**@betterment.com, phone number is +1-***-***-6560. Sign up to get contact details.

Who is the CEO of the Betterment?

The CEO of the Betterment is Sarah Kirshbaum Levy
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Mindy Yu Namesakes

Name
Company
Position
M
VP, Associate Director of Engineering
M
JCDads
Sales Director
M
Senior Sales Engineer
M
Graziano Lab: Consciousness and the Social Brain
Research Data Analyst

Other employees at Betterment

Name
Company
Position
A
Senior Software Engineer - Custody Team
Y
Sr. Product Manager
G
Customer Operations Lead
D
Senior Software Engineer
C
Marketing Manager, Regulatory
L
Senior Mobile Engineer, Flutter
A
Senior Software Engineer
D
Sr. Content Marketing Manager
R
Head of 401(k) Compliance
J
Senior Product Manager, Custody
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