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Christopher Yen Email & Phone Number

Asia and Asian American market expert in Wealth Management distribution at Simplicity Group
Location: Berkeley, California, United States 6 work roles 1 school
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Current company
Role
Asia and Asian American market expert in Wealth Management distribution
Location
Berkeley, California, United States
Company size

Who is Christopher Yen? Overview

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Quick answer

Christopher Yen is listed as Asia and Asian American market expert in Wealth Management distribution at Simplicity Group, a with 40 employees, based in Berkeley, California, United States. AeroLeads shows a matched LinkedIn profile for Christopher Yen.

Christopher Yen previously worked as Partner at Simplicity Group and Principal at Blue Ocean Financial Network. Christopher Yen studied at University Of California, Berkeley.

Company email context

Email format at Simplicity Group

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Simplicity Group

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Profile bio

About Christopher Yen

Christopher Yen is a Asia and Asian American market expert in Wealth Management distribution at Simplicity Group. He possess expertise in life insurance, finance, underwriting, small business, retirement planning and 8 more skills.

Listed skills include Life Insurance, Finance, Underwriting, Small Business, and 9 others.

Current workplace

Christopher Yen's current company

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Simplicity Group
Simplicity Group
Asia and Asian American market expert in Wealth Management distribution
summit, new jersey, united states
Employees
40
AeroLeads page
6 roles

Christopher Yen work experience

A career timeline built from the work history available for this profile.

Partner

Current

- Wealth Management distribution business development in Asia, US Asian American market, and Premium financing

May 2022 - Present

Principal

Current
Blue Ocean Financial Network

Burlingame, California, United States

- Built one of the largest life insurance and financial service wholesale brokerage operations in the Asian market segments in the United States- Recognized as an expert in underwriting foreign nationals for insurance - Established Distribution and consulting agreements with several of the largest Asian market banks in the United States- Pioneered Life insurance Premium financing programs for high net worth non-resident foreign national clients

Nov 2014 - Present

Director Of Brokerage Services

My areas of expertise include:- High Line, Large Capacity, and medically impaired risk life insurance underwriting- Foreign National/International client underwriting- Insurance premium financing case design and funding arrangement using domestic and foreign banks- Executive Guranteed issue Life/DI - 10 to 500 Lives- Secondary markets exits and trading for life insuranceResponsibilities included:- Independent sales representative and brokerage recruitment and retention- Product/program marketing through distribution channels- Specialty product and expertise training for sales representative

Aug 2011 - Aug 2014

Director Of Brokerage Services

Jul 2010 - Jun 2011

Senior Vice President Of Operations

Blackhawk Wealth Solutions
Mar 2008 - May 2010

Director Of Financial Advisors

Aegon Asset Management
May 2005 - Aug 2007
Team & coworkers

Colleagues at Simplicity Group

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1 education record

Christopher Yen education

FAQ

Frequently asked questions about Christopher Yen

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What company does Christopher Yen work for?

Christopher Yen works for Simplicity Group.

What is Christopher Yen's role at Simplicity Group?

Christopher Yen is listed as Asia and Asian American market expert in Wealth Management distribution at Simplicity Group.

Where is Christopher Yen based?

Christopher Yen is based in Berkeley, California, United States while working with Simplicity Group.

What companies has Christopher Yen worked for?

Christopher Yen has worked for Simplicity Group, Blue Ocean Financial Network, American Brokerage Network, Sgc Financial, and Blackhawk Wealth Solutions.

Who are Christopher Yen's colleagues at Simplicity Group?

Christopher Yen's colleagues at Simplicity Group include Jared Margolies, Nichole Wilson, Kali Hendrickson, Wil Schafer, and Lauri Beck.

How can I contact Christopher Yen?

You can use AeroLeads to view verified contact signals for Christopher Yen at Simplicity Group, including work email, phone, and LinkedIn data when available.

What schools did Christopher Yen attend?

Christopher Yen studied at University Of California, Berkeley.

What skills is Christopher Yen known for?

Christopher Yen is listed with skills including Life Insurance, Finance, Underwriting, Small Business, Retirement Planning, Brokers, Business Development, and Leadership.

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