Frederick Yang

Frederick Yang

Insurace Salesman

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location of Frederick YangDenver Metropolitan Area

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  • Timeline

  • About me

    Honors Student at the Kelley School of Business | Asset & Wealth Management

  • Education

    • Cherry Creek High School

      2018 - 2021

      Activities and Societies: DECA Business Club, Varsity Track and Field - Varsity Academic award

    • Indiana University - Kelley School of Business

      2021 - 2025
      Finance

      Charles Schwab Wealth Management WorkshopFinancial Planning AssociationFraternity - TreasurerUndergraduate Business Diversity CouncilFuture Business Leaders of AmericaHutton Honors College | Dean’s Scholar | Gettelfinger Family Scholar | Founder's ScholarGPA 3.90/4.00

    • Naperville North High School

      2017 - 2019
  • Experience

    • Northwestern Mutual

      Jun 2022 - Aug 2022
      Insurace Salesman
    • Chinese Business Association (CBA) - Indiana University

      Jan 2023 - now
      Director of Career Development

      - Engage in Bi-weekly meetings to discuss club agenda, educate board members on current events & market trends, and plan workshops/educational events for 450 general members

    • Capital Markets Club

      Jan 2023 - now
      Executive - Investment Management
    • Denver Wealth Management, Inc.

      May 2023 - Aug 2023
      Wealth Analyst Intern
    • MKF Private Wealth Management

      Jun 2023 - Aug 2023
      Intern

      Research opportunities in the private sector that are suitable for the use of Ultra High Net Worth clients

    • Bank of America

      Nov 2023 - now
      Incoming Private Bank Summer Analyst

      Summer 2024

  • Licenses & Certifications

    • Securities Industry Essentials (SIE)

      FINRA
      Jan 2023
    • Bloomberg Market Concepts

      Bloomberg
      Nov 2022
    • Series 63

      NASAA
      May 2023
    • Series 66

      NASAA
      Dec 2023
    • Accident And Health Agent

      Colorado Department of Regulatory Agencies
      Jun 2022
    • Annuity Suitability and Best Interest Standard

      Texas Department of Insurance
      Aug 2022
    • Insurance Broker, Life Settlement

      Colorado Department of Regulatory Agencies
      Jun 2022
    • Behavioral Finance

      Duke University | Coursera
      Nov 2022
  • Honors & Awards

    • Awarded to Frederick Yang
      Gettelfinger Family Scholar - Aug 2023
    • Awarded to Frederick Yang
      Founder's Scholar - Jan 2022 - Maintain a GPA over 3.8
    • Awarded to Frederick Yang
      Dean's Scholarship - Aug 2021 - Awarded $24,000 over 4 years for an excellent GPA and ACT scores- Requires a maintenance of high performance in college
    • Awarded to Frederick Yang
      AP Scholar with Distinction AP Board Jul 2021 - Awarded to Students with an Average Score of 3.5+ On All AP Exams Taken And 3 or Higher on 5 Exams
    • Awarded to Frederick Yang
      Varsity Academic Award - May 2021 - Awarded for maintaining an excellent GPA
    • Awarded to Frederick Yang
      State Qualifier - Mar 2020 - Passed multiple preliminary rounds to compete marketing and consulting roleplays at the State level- Given an introduction on how to financially analyze and advise
    • Awarded to Frederick Yang
      State Champion USA Tumbling Mar 2018 - Awarded for first place at the State tumbling meet