Yan Y. has a Bachelor of Science in Psychology from Cleveland State University, earned in 2003. They served as a Client Relations Manager at Caliber Home Loans, Inc. from 2019 to 2022, where they assisted borrowers in securing their dream homes. Prior to that, Yan worked as a New Business Specialist at New York Life Insurance Company from 2005 to 2019. They also held positions at Merrill Edge as an Operational Specialist from 2022 to 2024 and as a Practice Coordinator at Famous Financial Group LLC in 2019. Currently, Yan serves as the NBC Lead at Touchstone Wealth, starting in 2024.
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