Peter Yoon

Peter Yoon: Email & Phone Number

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Wealth Management Advisor at Bank of America Merrill Lynch|San Francisco Bay Area, United States

Position:

Wealth Management Advisor at Bank of America Merrill Lynch

Location:

San Francisco Bay Area, United States

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Last updated: 2024-05-31
Updated: 2024-05-31

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Work Experience 25 years

Wealth Management Advisor at Bank of America Merrill Lynch

Jan 2008 - Current

Area Manager at Bank of America

Jan 2005 - Jan 2007

Research Analyst at Gateway&Partners

Jan 2001 - Jan 2003

Peter Yoon started working in 2001, then the employee has changed 2 companies and 2 jobs. On average, Peter Yoon works for one company for 7 years 6 months.

Their professional focus is Alternative Investments, Asset Allocation, and Asset Management across 3 core areas.

Education

Bachelor of Arts (B.A.), Economics at University of California, San Diego

CFP®, Certified Financial Planner at Certified Financial Planning Board of Standards

CIMA® Certified Investment Management Analyst at Investment Management Consultants Association

CRPC®, Chartered Retirement Planning Counselor at College of Financial Planning

New Haven Middle School

Peter Yoon Namesakes

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Peter Yoon
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Joonsung Yoon
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Peter Yoon
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