Colleen Yang

Colleen Yang, MBA, is an experienced finance and project management professional with a diverse background in wealth management and client services. Currently serving as a Private Client Investment Associate at J.P. Morgan Wealth Management and a Wealth Relationship Manager at HSBC, Colleen has previously held roles as a Project Manager at QBEAM Property and a Management Consultant at Malloy Group. Earlier roles include a Private Client Banker at JPMorgan Chase & Co. and an Account Manager at Igologic Inc., where Colleen excelled in stakeholder communication, vendor management, and customer relationship building. Colleen holds an MBA from the University of San Francisco and a BS in Business/Managerial Economics from the University of California, Davis.