Profiel
Ms. Zheng Yu, CFA, is a Director of Research at Financial Clarity, Inc. She joined the firm in 2008 as a Financial Analyst and was promoted to Senior Financial Analyst and then to Director of Research.
In her current capacity, she manages a variety of business activities including product Due Diligence, the development of corporate infrastructure, financial analysis, and client interactions.
She also has an in-depth knowledge of personal income tax matters.
Previously, she worked as a Research Assistant in Finance at Mississippi State University (MSU).
Prior to going to MSU for graduate school, Ms. Yu worked as a Financial Accountant at China Merchants Bank.
Ms. Yu earned her MS degree in Business Administration (Finance) from the Mississippi State University and holds Bachelor of Arts degree in International Banking from the ZhongNan University of Economics and Law.
Eerdere bekende functies van Zheng Yu
Bedrijven | Functie | Einde |
---|---|---|
CHINA MERCHANTS BANK CO., LTD. | Corporate Officer/Principal | - |
Mississippi State University | Corporate Officer/Principal | - |
Financial Clarity, Inc.
Financial Clarity, Inc. Investment ManagersFinance Financial Clarity, Inc. is a wealth management firm headquartered in Mountain View, California. The firm is a subsidiary of Rockefeller & Co. LLC and they are ultimately owned by Rockefeller Capital Management LP. Founded by Stanford Young in 1992, Financial Clarity provides investment management services to wealthy individuals, families, retirement plans, foundations and endowments. | Director of Research - Equity | - |
Opleiding van Zheng Yu
Mississippi State University | Graduate Degree |
Zhongnan University of Economics & Law | Undergraduate Degree |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
Beursgenoteerde bedrijven | 1 |
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CHINA MERCHANTS BANK CO., LTD. | Finance |
Bedrijven in privébezit | 1 |
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Financial Clarity, Inc.
Financial Clarity, Inc. Investment ManagersFinance Financial Clarity, Inc. is a wealth management firm headquartered in Mountain View, California. The firm is a subsidiary of Rockefeller & Co. LLC and they are ultimately owned by Rockefeller Capital Management LP. Founded by Stanford Young in 1992, Financial Clarity provides investment management services to wealthy individuals, families, retirement plans, foundations and endowments. | Finance |