Chia Yang

Chia Yang Email and Phone Number

Planning Associate at Modera Wealth Management @ Modera Wealth Management
westwood, new jersey, united states
Chia Yang's Location
Rock Hill, South Carolina, United States, United States
About Chia Yang

Chia Yang is a Planning Associate at Modera Wealth Management at Modera Wealth Management.

Chia Yang's Current Company Details
Modera Wealth Management

Modera Wealth Management

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Planning Associate at Modera Wealth Management
westwood, new jersey, united states
Website:
moderawealth.com
Employees:
63
Chia Yang Work Experience Details
  • Modera Wealth Management
    Planning Associate
    Modera Wealth Management Jun 2022 - Present
    Charlotte, North Carolina, United States
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  • Finserv Foundation
    Student Member
    Finserv Foundation Mar 2021 - Mar 2023
    View
  • Merrill Lynch
    Wealth Management Client Associate
    Merrill Lynch May 2021 - Apr 2022
    Charlotte Metro
    - Increase productivity and communication between clients and financial advisors through organization - Effectively communicate with financial advisors to prevent future complications- Input data into Salesforce or workstation and ensure information is accurate for future reference
    View
  • Winthrop University Digiorgio Campus Center
    Information Services Specialist
    Winthrop University Digiorgio Campus Center Oct 2019 - Dec 2020
    Rock Hill, South Carolina, United States
  • Arras Foundation
    Summer Intern
    Arras Foundation Jun 2020 - Aug 2020
    Lancaster, South Carolina, United States
    View

Chia Yang Education Details

Frequently Asked Questions about Chia Yang

What company does Chia Yang work for?

Chia Yang works for Modera Wealth Management

What is Chia Yang's role at the current company?

Chia Yang's current role is Planning Associate at Modera Wealth Management.

What schools did Chia Yang attend?

Chia Yang attended Winthrop University.

Who are Chia Yang's colleagues?

Chia Yang's colleagues are Laura Greene, Fpqp™, Brett Caldwell, Cpa, Cfp®, Tom Kolefas, Edwin R. Baldrige Iii, Aaron Combs, Cfp®, Molly Rimes, Erica Yount, Cfa, Cfp®.

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