Larry Yu

Senior Vice President at Prattes Wealth Partners
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Contact Information
us****@****om
(386) 825-5501
Location
Newport Beach, California, United States, US
Languages
  • Chinese -
Skills

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Bio

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Credentials

  • Series 63
    -
  • Series 7
    -

Experience

  • Prattes Wealth Partners
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Senior Vice President
      • Dec 2018 - Present
  • Pence Wealth Management
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Relationship Manager
      • 2017 - 2018
  • Morgan Stanley
    • United States
    • Financial Services
    • 700 & Above Employee
    • Senior Registered Associate
      • 2016 - 2016
  • LendingClub
    • United States
    • Financial Services
    • 700 & Above Employee
    • Investor Sales
      • 2014 - 2016
  • Credit Suisse
    • Switzerland
    • Banking
    • 700 & Above Employee
    • Relationship Associate
      • 2012 - 2014

Education

  • University of California, Berkeley
    BA, Economics
    2007 - 2011

Community

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