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Joseph Y Yi
Joseph Y Yi
Enterprise Sales Executive | Apogee Financial Partners
Georgia, Atlanta, United States
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.
Joseph Y Yi
Work Experience
Enterprise Sales Executive at
Acterna
January 1996 - January 2003
Enterprise Sales Executive at
OpenText
January 2004 - January 2007
Enterprise Sales Executive at
RightNow
January 2007 - January 2008
Financial Advisor at
Morgan Stanley
January 2009 - January 2012
Financial Advisor at
Raymond James
January 2012 - January 2015
Investment Director & Wealth Management Advisor at
The Piedmont Group
January 2016 - April 2020
Executive Vice President at
Apogee Financial Partners
April 2020 - Present
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
***@apogeefp.com
Colleagues
VP pension and estate planning
Executive Vice President
VP Account Services
Senior VP
Vice President