Steven Y.

Steven Y. has an extensive background in the financial services industry, dedicating over eleven years to helping clients and mentoring colleagues. Currently pursuing a Bachelor of Arts in Political Science and a Master of Business Administration, they have served as an Advisor Manager, empowering teams and developing client relationships at organizations like Vanguard, Edward Jones, and Prudential Financial. Steven’s roles highlighted their leadership skills and strategic thinking, particularly in managing high net worth clients and driving business performance. Throughout their career, they have demonstrated a commitment to both personal and professional development within the financial sector.