Jeffrey Yun

Jeffrey Yun Email and Phone Number

Managing Director @ Wasmer, Schroeder & Company, Inc.
Jeffrey Yun's Location
Naples, Florida, United States, United States
Jeffrey Yun's Contact Details
About Jeffrey Yun

Jeffrey Yun is a Managing Director at Wasmer, Schroeder & Company, Inc.. He possess expertise in asset managment, asset allocation, investments, asset management, investment strategies and 11 more skills.

Jeffrey Yun's Current Company Details
Wasmer, Schroeder & Company, Inc.

Wasmer, Schroeder & Company, Inc.

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Managing Director
Jeffrey Yun Work Experience Details
  • Wasmer, Schroeder & Company, Inc.
    Managing Director
    Wasmer, Schroeder & Company, Inc. Sep 2009 - Present
    Naples, Florida, Us
    Wasmer, Schroeder & Company (WSC) is an investment advisor specializing in fixed income separate account portfolio management for high net worth individuals, wealth management groups and institutions, including foundations, banks, endowments and retirement plans. WSC has $8.74 billion in total assets under management as of 9/30/2018. The Firm works with advisors and clients to provide taxable and tax exempt fixed income portfolio solutions to meet their needs. The Firm’s corporate headquarters is in Naples, Florida, where the Tax Exempt Portfolio Management Team, Research, Client Services, Operations, IT, Accounting, Administration, Compliance, Communications, and Data Analytics are located. Our Taxable Portfolio Management Team is located in Cleveland, Ohio. Client Relationship offices are located in Exton (Philadelphia area), Pennsylvania; New York, New York; Lemont (Chicago area) Illinois; and Portland, Oregon.
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  • Cgr Insurance Group
    Vice President & Principal
    Cgr Insurance Group Oct 2008 - Aug 2009
  • Private Capital Management Llc
    Senior Vice President
    Private Capital Management Llc Mar 2006 - Mar 2008
    Naples, Florida, Us
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  • American Century Investments
    Vice President & Director - Institutional Business Development
    American Century Investments Mar 1998 - Feb 2006
    Kansas City, Missouri, Us
    View
  • Hsbc
    Avp
    Hsbc Feb 1993 - Mar 1998
    London, Gb
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  • Chase
    Credit Analyst
    Chase 1990 - 1993
    New York, Ny, Us
    View

Jeffrey Yun Skills

Asset Managment Asset Allocation Investments Asset Management Investment Strategies Mutual Funds Fixed Income Wealth Management Hedge Funds Alternative Investments Portfolio Management Series 7 Investment Management Securities Investment Advisory Financial Analysis

Jeffrey Yun Education Details

  • St. Lawrence University
    St. Lawrence University
  • St. Lawrence University
    St. Lawrence University

Frequently Asked Questions about Jeffrey Yun

What company does Jeffrey Yun work for?

Jeffrey Yun works for Wasmer, Schroeder & Company, Inc.

What is Jeffrey Yun's role at the current company?

Jeffrey Yun's current role is Managing Director.

What is Jeffrey Yun's email address?

Jeffrey Yun's email address is je****@****ast.net

What is Jeffrey Yun's direct phone number?

Jeffrey Yun's direct phone number is +123921*****

What schools did Jeffrey Yun attend?

Jeffrey Yun attended St. Lawrence University, St. Lawrence University.

What skills is Jeffrey Yun known for?

Jeffrey Yun has skills like Asset Managment, Asset Allocation, Investments, Asset Management, Investment Strategies, Mutual Funds, Fixed Income, Wealth Management, Hedge Funds, Alternative Investments, Portfolio Management, Series 7.

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