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ToyKen Yee

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Senior Financial Advisor/Partner @ Hudson Financial Group, Inc. Sr. Financial Adviser/Partner
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Education

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UCLA Anderson School of Management

MBA, finance 1988-01-01 - 1990-01-01
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Stevens Institute of Technology

BE, Mechanical Engineering 1981-01-01 - 1985-01-01

Work Experience

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Hudson Financial Group, Inc.

Current

Hudson Financial Group, Inc.

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Lehman Brothers

1994-01-01 - 1999-01-01

Lehman Brothers

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First Chicago Bank & Trust

1990-01-01 - 1994-01-01

First Chicago Bank & Trust

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Ahmanson Commercial Development Company

1989-01-01 - 1990-01-01

Ahmanson Commercial Development Company

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McDonnell Douglas

1985-01-01 - 1988-01-01

McDonnell Douglas

Skills

Wealth Management Financial Planning Retirement Planning Credit Investments Portfolio Management Financial Advisory Strategic Financial Planning Financial Planners Finance Financial Analysis Corporate Finance Financial Modeling Equities Estate Planning

Summary

Specialties: financial advisory/planning for individuals including - financial review, wealth management, retirement planning, estate planning & administration, tax planning

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