David Y.

David Y. has a diverse work experience in the financial industry. David is currently working at EFG Asset Management (EFGAM) as a Vice President- Senior Investment Counselor, a role they started in September 2021. Prior to this, they worked at Citi as the Vice President Investment Strategy Lead from July 2018 to August 2021. David also has experience at J.P. Morgan Asset Management as an Associate from July 2014 to July 2018, and at Citi as a Sr. Institutional Relationship Citigroup Global Markets from July 2013 to July 2014. Before entering the financial industry, David served in the US Army as an Infantry Unit Leader from May 2003 to May 2006.

David Y. has a Master of Science (MS) degree in Finance from the University of Miami Herbert Business School, which they obtained in the years 2017-2018. Prior to that, they completed a High School degree in Military Education from the Military Academy General Pedro Nel Ospina, spanning from 2000 to 2002.

Some additional certifications they hold include the Bloomberg Market Concepts certification from Bloomberg LP, obtained in April 2020. David is also currently a Level 1 CFA candidate for 2022, certified by the CFA Institute. Additionally, David is working towards obtaining the FINRA SERIES 66 and FINRA SERIES 7 certifications.

No specific information is available regarding any graduate degree they may have pursued at Mercy University or their undergraduate degree in Finance, General from the University of Phoenix.