larry yu

vice president

About

Relationship Manager at Pence Wealth Management

Country

united states

City

irvine

Industry

financial services

Skill

wealth management, financial analysis, finance, economics, capital markets, strategy, investments, financial modeling, asset allocation, banking, alternative investments, bloomberg, data analysis

Experience

senior registered associate

morgan stanley

2016-1 - 2016-1 · 1 mo

relationship associate

credit suisse

2012-2 - 2014-10 · 2 yrs 9 mos

* Responsible for flawless and timely order execution, processing, and settlement of all trades * Perform account rebalances, liquidations, and portfolio strategy updates as changes in the markets occur * Client Management: Support Private Banking Sales Force by providing comprehensive brokerage and investment advisory products to high net worth individuals to meet their financial goals while delivering exceptional, world class client service * Primary point of contact for all inbound calls ranging from clients, fund managers, and prospects to our back office support such as Pershing, compliance, traders, and IT * Operations Lead: Streamlined and improved client interface efficiency from 2 weeks to 3 days by developing new standardized template for client account acquisitions * Reporting and Analytics: Own entire team’s creation of all financial risk models in order to make investment recommendations used to educate clients on smarter investment decisions