Julie A. Yoon Senior Portfolio Administrator & Relationship Manager Los Angeles, CA
“I truly enjoy working with our clients. It's rewarding to see the positive/direct impact we've made in our clients' lives, both financially and personally”
Julie Yoon serves as Senior Portfolio Administrator and Relationship Manager in the firm’s L.A. office. Julie’s responsiveness and attentive care to clients’ needs are valuable assets to the firm. Julie brings to Carnegie extensive experience in working with high net worth individuals and nonprofit organizations in institutional operations and managing client service requests. She also provides trading support for the Portfolio Managers and is responsible for the mutual fund and ETF research.
Past work experience includes serving Laurel Grove Capital in a similar position as her current role at Carnegie. Julie is a graduate of the University of California at Los Angeles with a Bachelor of Arts in English. She also earned her certificate in Personal Financial Planning from UCLA Extension’s CFP Board Registered Program.
Julie was born and raised in Los Angeles and is fluent in Korean and Spanish.
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