James Yum

James Yum, CFA has a diverse work experience. James started as an Intern at Merrill Lynch in 2011, where they gained valuable exposure to wealth management. James then joined Prudential Financial in 2012 and held roles as an Associate in Investment Operations and later as an Analyst in Investment Strategy. James'snext position was at Oaktree Capital Management, L.P. where they worked as an Analyst in Marketing and Client Relations. Currently, they are working as the Director of Financial Analysis at EPCVIP, Inc. where they bring their extensive experience and expertise in finance.

James Yum, CFA obtained their Bachelor of Science (BS) degree in Finance from the University of California, Riverside - A. Gary Anderson Graduate School of Management, where they studied from 2007 to 2011. Additionally, they hold the certification of CFA Charterholder from the CFA Institute, although the exact year and month of obtaining the certification is not specified.