Name variants:
Laurie Yih,
Lauri Yih,
Lolly Yih
Last updated Jun 01, 2024
Contact Information
Last Update
Jul 8, 2022
Email
la**@yahoo.com, la**@aol.com, ly**@hotmail.com
Location
Hazlet, NJ
Company
Workplace
Colleagues
Work History
Client and Marketing Associate
Handle client requests on a myriad of financial and investment accounts
Communicate with clients on a regular basis regarding account maintenance
Update procedures manual for the position...
Jun 2014 — Jan 2017
Investment Associate
Newark, NJ
For 140 years, Prudential Financial (NYSE:PRU) has helped people grow and protect their wealth. We offer individual and institutional clients a wide array of financial products and services....
Mar 1, 2011 — Jul 2014
Registered Client Associate
New York, NY
While at Merrill Lynch, I had several responsibilities. I had daily administrative duties for each group of Financial Advisors, answering phones, assisting clients with account inquiries, pr...
Jun 1996 — Apr 2009
Education
1991 — 1996
1989 — 1991
Occupations
Supporting Member
Team Member
Skills
Customer Service
Microsoft Office
Management
Microsoft Excel
Microsoft Word
Leadership
Public Speaking
Team Building
Training
Financial Services
Investments
Mutual Funds
Marketing
Trading
Financial Planning
Program Management