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Joseph Y Yi

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Joseph Y Yi

Enterprise Sales Executive | Apogee Financial Partners

Georgia, Atlanta, United States

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Joseph Y Yi

Summary

Joseph Y Yi is an accomplished executive with extensive experience in financial services, currently serving as the Executive Vice President at Apogee Financial Partners in Atlanta. His career spans over two decades, including significant roles at prominent firms such as Morgan Stanley and Raymond James, where he honed his skills in investment advisory and wealth management. Joseph holds an MBA in Finance and Marketing from J. Mack Robinson College of Business and a Bachelor of Science in Mechanical Engineering from the United States Military Academy. He is multilingual, fluent in Spanish, Korean, and English, which enhances his ability to connect with diverse clients. Joseph is passionate about leveraging his expertise to provide tailored financial solutions, and he values a client-centric approach in his work. His leadership experience and strategic vision make him a key player in the financial industry.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Leadership Development

Organisational experience

Corporate Experience

Joseph Y Yi

Work Experience

💼

Enterprise Sales Executive at

Acterna

January 1996 - January 2003

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Enterprise Sales Executive at

OpenText

January 2004 - January 2007

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Enterprise Sales Executive at

RightNow

January 2007 - January 2008

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Financial Advisor at

Morgan Stanley

January 2009 - January 2012

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Financial Advisor at

Raymond James

January 2012 - January 2015

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Investment Director & Wealth Management Advisor at

The Piedmont Group

January 2016 - April 2020

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Executive Vice President at

Apogee Financial Partners

April 2020 - Present

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Joseph Y Yi

Education

United States Military Academy, Bachelor of Science (B.S.), Mechanical Engineering

January 1985 - January 1989

J. Mack Robinson College of Business, MBA, Finance & Marketing

January 1994 - January 1996

Frequently Asked Questions about Joseph Y Yi

What is Joseph Y Yi email address?

Joseph Y Yi's primary email address is ***@apogeefp.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Joseph Y Yi work for?

Joseph Y Yi is a Enterprise Sales Executive at Apogee Financial Partners.

Where Joseph Y Yi graduated from?

Joseph Y Yi holds a degree in null from United States Military Academy.

How can I directly contact Joseph Y Yi?

To contact Joseph Y Yi directly, you can use the email address ***@apogeefp.com. Complete contact information is available upon registration with Muraena.

Who is Joseph Y Yi?

Joseph Y Yi is an accomplished executive with extensive experience in financial services, currently serving as the Executive Vice President at Apogee Financial Partners in Atlanta. His career spans over two decades, including significant roles at prominent firms such as Morgan Stanley and Raymond James, where he honed his skills in investment advisory and wealth management. Joseph holds an MBA in Finance and Marketing from J. Mack Robinson College of Business and a Bachelor of Science in Mechanical Engineering from the United States Military Academy. He is multilingual, fluent in Spanish, Korean, and English, which enhances his ability to connect with diverse clients. Joseph is passionate about leveraging his expertise to provide tailored financial solutions, and he values a client-centric approach in his work. His leadership experience and strategic vision make him a key player in the financial industry.

Joseph`s contact details

mail

***@apogeefp.com

Colleagues

Sam Holden

VP pension and estate planning

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Ira Isaacs

Executive Vice President

Bill Baker

VP Account Services

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Bruce Reich

Senior VP

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Bruce Reich

Vice President

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