Zhaokun (Marcus) Yang, CFA

Director of Investment Operation at Wellspring Financial Corporation
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Contact Information
us****@****om
(386) 825-5501
Location
San Mateo, California, United States, US
Languages
  • English Full professional proficiency
  • Chinese Native or bilingual proficiency

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Bio

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Credentials

  • Insurance Agent, Accident, Health, Life, Variable Life & Variable Annuities
    California Department of Insurance
    May, 2021
    - Sep, 2024
  • Chartered Financial Analyst (CFA)
    CFA Institute
  • Series 7 & 66
    FINRA

Experience

  • Wellspring Financial Corporation
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Director of Investment Operation
      • Mar 2016 - Present

      Marcus oversees investment operation division at Wellspring Consulting. He serves as a portfolio manager for Wellspring Model Portfolio Series. He also conducts comprehensive research on Wellspring investment/product lineup. Marcus hosts weekly client education webinars. Additionally, Marcus works with a group of private clients, where he develops their investment strategies, advises them on financial planning, and manages their accounts. Included among his clients are some of the Firm’s largest wealth management relationships as well as a number of families with whom he has worked since his first day at Wellspring. Show less

Education

  • St. John's University
    Master's degree, Investment Management
    2013 - 2015
  • International Technological University
    Master of Business Administration - MBA
    2016 - 2018
  • Tianjin University of Finance and Economics
    Bachelor's degree, International Finance
    2008 - 2012

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