Annie Yuan is currently working as a Loan Portfolio Manager at Southwestern National Bank. Prior to this, Annie held roles such as Loan Analyst and Commercial Loan Specialist at First Republic Bank. Annie also co-founded The Boba Shop and has experience as an Underwriter and Loan Operations Clerk at Freedom Financial Network. With a background as a Clerical Administration Officer at Shimek Properties, Annie has a Bachelor's degree in Business with a concentration in Marketing from San Francisco State University. Additionally, Annie holds an Associate's degree from Skyline College.
May, 2023 - present
Loan Portfolio Manager at Latino Economic Development Center
Loan Portfolio Manager at Florida Community Loan Fund
Loan Portfolio Manager - Infrastructure at KfW IPEX-Bank
Loan Portfolio Manager at MAX Credit Union
Loan Portfolio Manager at The Bennington State Bank