Jason Yu, Cfa Email & Phone Number

United States

-Research companies that meet our investment criteria, which includes a sustainable competitive moat and attractive long-term growth trends-Build and maintain valuation models -Conduct diligence calls with analysts and industry experts-Build and maintain screens for new idea generation

San Mateo

-Provided high-touch client service through delivering the Summitry value-oriented investment philosophy, addressing general market questions, and retirement concerns-Analyzed client financial goals and developed recommendations on eMoney through collaboration with advisor -Exercised due diligence in our value-oriented bottom-up investment approach through.

San Francisco Bay Area

-Opened client (individual and business) brokerage accounts, managed account information, and reconciled errors-Audited client accounts and utilized Excel to quickly sort, research, and manage accounts-Exercised communication skills by acting as liaison between Operations and Client Service, ensuring accuracy and clarity- Analyzed account discrepancies and.

Santa Cruz, California

The University of California, Santa Cruz Career Center provides many career-furthering services including but not limited to resume/cover letter critique, job search services, career advice, and professional seminars. The Career Center employs and trains Peer Advisors to perform basic resume and cover letter critique in drop-in sessions. In a productive.

Santa Cruz, California

Plantronics is the number 1 provider of headsets among Fortune 100 companies. Based in Santa Cruz, CA, PLT is considered the most trusted and dependable partner by these top 100 companies, edging out competitors such as Sennheiser and Jabra. Operating in over 20 countries worldwide today, PLT continues to value audio quality as its main selling point..

Scotts Valley, CA

Market Motive is the industry leader in online marketing training. With faculty members of best-selling authors, respected keynote speakers, and established consultants, Market Motive provides up-to-date material on numerous marketing topics such as SEO and conversion optimization. ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬-Edited raw videos of the digital.

Oakland, California

The Salvation Army Chinatown Corps serves the city of Oakland. Among its many holiday meals and giveaways for the Chinatown community, it also runs an annual summer camp for children K-8th grade. We focus on preparing students for their upcoming academic years through intensive classwork; however, other activities include PE, lunch, bible lessons, and.