We found the following information about Taylor Yu at Payne Capital Management, where this professional has worked as a Wealth Management Intern since 2016. Taylor's total work experience is over three years, during which time Taylor Yu had at least seven jobs at different companies to develop professional skills. Taylor studied at the Nyu Stern School of Business from 2013 to 2017. Taylor currently lives in New York, New York. You can contact with Taylor by searching for phone number or email address or find additional information by requesting access to Taylor's further details from us.
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Taylor Yu
Last updated Jun 21, 2024
Contact Information
Workplace
Colleagues
Work History
Wealth Management Intern
New York, NY
Generate financial proposals for potential clients based on their current accounts and personal financial needs.
Communicate with advisors across PCM’s various offices and assist in office...
Sep 2016 — Jan 2017
Summer Investment Analyst
1330 Avenue Of The Americas FLOOR 36TH, New York, NY 10019
Analyzed relative attractiveness of hedge fund managers on a peer group basis using qualitative and quantitative factors such as liquidity terms, correlations, and risk/return statistics.
...
Jun 2016 — Aug 2016
Intern
New York
Optimize marketing of the company’s customer journey tracking software and consulting services through listing
websites, blogs, and a customer recruitment email campaign.
Manage outreach ...
Sep 2015 — Apr 2016
Intern
335 Madison Ave, New York, NY 10017
Contributed to development of the Buster product’s UX and UI; aided in product quality assurance.
Wrote and regularly executed a new product pitch for potential venders.
Gained exposure t...
Jun 2015 — Aug 2015
Assistant Manager
1116 east State St, Olean, NY 14760
Placed in the top 30 in the Northeast region for sales during 2014 winter sales contest.
Lead recruitment, interviewing, and employee training during my time as a district office assistant...
Jun 2013 — May 2014
Manager at Abc Carpet and Home
New York
Using beauty as a tool for positive change, ABC Carpet & Home offers choice at the cutting edge of art, design, and sustainability offering vintage, antique, eco, one-of-a-kind, and contempo...
Education
2013 — 2017
2013 — 2017
2009 — 2013
Occupations
Executive
Manager
Operations Manager
Skills
Start Ups
Entrepreneurship
Customer Service
Management
Microsoft Word
Microsoft Excel
Powerpoint
Spanish
Event Planning
Social Networking
Marketing
Social Media
Public Speaking
FAQs about Taylor Yu
What is the main profession of Taylor Yu?
Taylor is a Wealth Management Intern.
What are the profession of This professional?
These person's professions are Executive and Manager
Where does Taylor Yu currently live?
Taylor lives in New York, New York.
Where did Taylor Yu work?
This expert worked at Payne Capital Management, Advanced Portfolio Management.
Where has Taylor Yu studied?
Taylor studied at the Nyu Stern School of Business from 2013 to 2017.
What languages does Taylor Yu speak?
Taylor Yu speaks English and Spanish.
What is the industry that Taylor Yu worked in?
Taylor Yu works in Financial Services industry.
Are there any special skills, that Taylor Yu has?
This person has such skills as Start Ups, Entrepreneurship, Customer Service, Management, Microsoft Word, Microsoft Excel, Powerpoint, Spanish, Event Planning, Social Networking, and Marketing.