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Paul W. Yeh

Vice President, Data Strategy & Operations at Advyzon

Paul W. Yeh has over a decade of experience in the financial industry, with a strong background in data strategy, corporate strategy, and product/platform management. At Advyzon, Paul serves as the Vice President of Data Strategy & Operations, where Paul W. leads a team to enhance product insights and operational capabilities. Previously, at Cetera Financial Group, Paul W. played a key role in developing and executing organizational strategies for growth. At LPL Financial, Paul excelled in managing investment solutions for RIAs and providing strategic insights on product life cycles. With a Bachelor of Science degree in Cell Biology and Biochemistry from UC San Diego, Paul has a solid educational foundation to complement their professional experience.

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Timeline

  • Vice President, Data Strategy & Operations

    March, 2021 - present