Frederick Yang

Insurace Salesman

552 followers

Denver 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