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 5 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

Frequently Asked Questions

What is Peter Yoon's email address?

SignalHire found a verified business email address for Peter Yoon: p********n@bofaml.com.

What is Peter Yoon's phone number?

SignalHire found a verified phone number for Peter Yoon: +1-***-***-2463.

How do I contact Peter Yoon at Bank of America Merrill Lynch?

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What is Peter Yoon's professional background?

Peter Yoon has 25 years of professional experience. They have held roles including Area Manager, and Research Analyst at companies such as Bank of America, and Gateway&Partners. Their education includes Bachelor of Arts (B.A.), Economics from University of California, San Diego, and CFP®, Certified Financial Planner from Certified Financial Planning Board of Standards.

Is Peter Yoon's contact information up to date?

Yes. Peter Yoon's SignalHire profile was last updated on 31 May 2024, reflecting their current position as Wealth Management Advisor at Bank of America Merrill Lynch in Charlotte, NC, United States.

Peter Yoon Namesakes

Name
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Position
Peter Yoon
Low Institute for Therapeutics
Research Technician
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Joonsung Yoon
Sr. Consultant, Development
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Peter Yoon
Payroll Tax Specialist
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