Kai-Chi Yang

Kai-Chi Yang is an accomplished financial professional with extensive experience in retirement planning and investment education. Currently serving as Manager and previously as Team Lead and Internal Retirement Specialist at Nationwide since December 2017, Kai-Chi has excelled in engaging with retirement plan participants, providing tailored investment strategies, and achieving over 160% to goal across all key metrics, earning recognition as a three-time qualifier for Nationwide's Sales Conference and as Retirement Specialist of the Year. Prior positions include Relationship Banker IV at Huntington National Bank, where management of high net worth client relationships was a focus, Financial Specialist at PNC promoting investment solutions, and Banker at Chase delivering concierge banking services. Educational credentials include a Master’s Degree in Economics from Bowling Green State University and dual Bachelor of Arts degrees in Financial Planning and Services from The Ohio State University.