With work experience over 13 years, this professional is nowadays working at Wavelength Capital Management situated in 4 as a Managing Director. Timothy received his education from 2002 to 2006 at the Baruch College. This professional can be found in Chicago, Illinois. To contact Timothy, you can look for their phone number or email or find full information by requesting access to Timothy Yan's further details on SoftwareOfficial.
Name variants:
Tim Yan,
Timmy Yan
Last updated Jun 22, 2024
Contact Information
Last Update
Jul 9, 2022
Email
ti**@hotmail.com
Location
Chicago, IL
Company
Workplace
Colleagues
Work History
Regional Sales Director, Northeast
125 High St, Boston, MA 02129
Hedge Funds Done Right. Balter Liquid Alternatives provides institutional hedge fund solutions within '40 Act vehicles as they were meant to be - at the intersection of LP's and mutual funds...
Aug 2016 — Nov 2017
Regional Director, East
Sincere & Co, LLC is a third party marketing and distribution firm that represents undiscovered, boutique mutual funds to independent Registered Investment Advisors.
Nov 2012 — Jun 2016
Salesforce.com Project Consultant
30 south 17Th St, Philadelphia, PA 19103
Provide day‐to‐day support to users within the firm (including system configuration, complex formulas and system maintenance) Design, document, build, test and deploy enhancements to Salesfo...
Jul 2011 — Dec 2012
Assistant Financial Advisor
30 south 17Th St, Philadelphia, PA 19103
Jul 2011 — May 2012
Pension Plan Administrator and Benefits Consultant
Design and implementation of retirement plans to small and mid sized groups. Managed custom computer queries and programs along with the inter office computer network that I developed. Manag...
Mar 2006 — Mar 2010
Global Human Resource Actuarial Intern
300 Madison Ave, New York, NY 10017
I worked with the actuarial group that handled the defined benefit plans for clients. In my case, it was the calculation and adminstration of PwC's internal defined benefit plan. I was also ...
May 2005 — Aug 2005
Property and Casualty Actuarial Intern
New York
Worked with the team of actuaries that handled the regulation of all Property & Casualty Insurers that were operating in the state of New York. My main duties included ensuring that the annu...
Sep 2004 — May 2005
Finance and Compliance Intern
1585 Broadway, New York, NY 10003
Worked with my internship coordinator to head a project in which we worked directly with top tier companies regarding philanthropic contributions to the Samuel F.B. Morse Estate. I also help...
May 2004 — Aug 2004
Benefits Consulting Intern
Worked with senior benefits consultants on marketing strategies to help prospect to a new client base. Operated directly under the Vice President of Group Benefits. Helped administer plan pa...
Mar 2003 — Mar 2004
Education
2002 — 2006
Occupations
Executive
Chief Executive Officer
Sales Director
Partner
Managers
Corporate Executive
Chief Executive
Sales Manager
Skills
Investments
Analysis
Mutual Funds
401K
Retirement Planning
Crm