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Jeffrey Yun

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Jeffrey Yun

Managing Director | Wasmer Schroeder

United States

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Jeffrey Yun

Summary

Jeffrey Yun is a seasoned financial professional with over three decades of experience in the investment management and banking sectors. Currently serving as Managing Director at Wasmer Schroeder, he specializes in fixed income portfolio management, providing tailored investment solutions for high net worth clients and institutions. Jeffrey's extensive background includes leadership roles at notable firms such as American Century Investments and HSBC, where he honed his expertise in asset management and investment strategies. His career reflects a deep commitment to enhancing client relationships and delivering robust financial outcomes. With a strong foundation in financial analysis and alternative investments, he is well-versed in navigating complex market dynamics. Jeffrey's educational background from St. Lawrence University complements his professional journey, equipping him with the analytical skills necessary for success in the finance industry. He is passionate about leveraging his experience to drive innovation and excellence in wealth management.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Leadership Development

Sustainability

Organisational experience

Corporate Experience

Consulting Experience

Jeffrey Yun

Work Experience

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Managing Director at

Wasmer Schroeder

September 2009 - Present

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Vice President & Principal at

Charter Insurance Brokerage, Inc.

October 2008 - August 2009

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Senior Vice President at

Private Capital Management LLC

March 2006 - March 2008

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Vice President & Director - Institutional Business Development at

American Century Investments

March 1998 - February 2006

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AVP at

HSBC

February 1993 - March 1998

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Credit Analyst at

Chase

January 1990 - January 1993

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Jeffrey Yun

Education

St. Lawrence University

January 1984 - January 1988

St. Lawrence University

January 1984 - January 1988

Frequently Asked Questions about Jeffrey Yun

What is Jeffrey Yun email address?

Jeffrey Yun's primary email address is ***@wasmerschroeder.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Jeffrey Yun work for?

Jeffrey Yun is a Managing Director at Wasmer Schroeder, a company specializing in Other Financial Investment Activities.

Where Jeffrey Yun graduated from?

Jeffrey Yun holds a degree in from St. Lawrence University.

How can I directly contact Jeffrey Yun?

To contact Jeffrey Yun directly, you can use the email address ***@wasmerschroeder.com. Complete contact information is available upon registration with Muraena.

Who is Jeffrey Yun?

Jeffrey Yun is a seasoned financial professional with over three decades of experience in the investment management and banking sectors. Currently serving as Managing Director at Wasmer Schroeder, he specializes in fixed income portfolio management, providing tailored investment solutions for high net worth clients and institutions. Jeffrey's extensive background includes leadership roles at notable firms such as American Century Investments and HSBC, where he honed his expertise in asset management and investment strategies. His career reflects a deep commitment to enhancing client relationships and delivering robust financial outcomes. With a strong foundation in financial analysis and alternative investments, he is well-versed in navigating complex market dynamics. Jeffrey's educational background from St. Lawrence University complements his professional journey, equipping him with the analytical skills necessary for success in the finance industry. He is passionate about leveraging his experience to drive innovation and excellence in wealth management.

Jeffrey`s contact details

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***@wasmerschroeder.com

Colleagues

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Chip Norton

Managing Director - Fixed Income Strategies

Tom Richmond

Managing Director, Chief Investment Officer

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