Paul W. Yeh

Paul W. Yeh has extensive work experience in the financial industry. Paul W. is currently the Vice President and Head of Data Analytics & Integrations at Advyzon | yHLsoft, Inc. Paul W. joined this company in March 2021.

Before that, Paul worked at Cetera Financial Group from April 2017 to April 2020 as the Director of Corporate Strategy.

Prior to their time at Cetera Financial Group, Paul was employed at LPL Financial starting from December 2007. At LPL Financial, they held several roles including Sr. Product Manager from March 2015 to March 2017, Internal Advisory Consultant from March 2012 to March 2015, and Broker/Dealer Service & Operations from December 2007 to March 2012.

Paul W. Yeh obtained a Bachelor of Science (B.Sc.) degree in Cell Biology and Biochemistry from UC San Diego. Additionally, they have obtained several professional certificates including a Professional Certificate in Finance & Capital Markets, a Professional Certificate in Operations, a Professional Certificate in Portfolio Management, and a Professional Certificate in Wealth Management. Paul W. has also obtained certifications such as the Series 24 - General Securities Principal, the Series 66 - Uniform Combined State Law Examination (NASAA), and the Series 7 - General Securities Representative. However, no specific information about the years or months of obtaining the additional certifications is provided.