Juan Yu

Current Employers

Employment History

• 01/2022 → Present
  Transamerica Financial Advisors, Inc
  Piscataway, NJ
• 11/2012 → Present
  World Financial Group, Inc.
  Piscataway, NJ
• 05/2018 → 04/2020
  Carta
  Hamilton Township, NJ
• 08/2020 → 06/2021
  Draftkings
  Boston, MA
• 07/2021 → 07/2022
  Uipath
  New York, NY
• 02/2023 → 03/2024
  Forgerock
  San Francisco, CA
• 04/2024 → Present
  Cosmo Insurance Agency
  Lakewood, NJ
• 10/2024 → Present
  Acv Auctions
  Buffalo, NY
• 07/2025 → Present
  United Healthcare
  Minneapolis, MN
• 02/2023 → Present
  Yu Consulting
  Bridgewater, NJ
• 01/2026 → Present
  Highlevel
  Dallas, TX

Other Businesses

Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc COSMO INSURANCE AGENCY POSITION: Benefit Consultant NATURE: Group Health Insurance INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2024 ADDRESS: 211 Blvd of the Americas Suite 407, Lakewood NJ 08701, United States DESCRIPTION: I will consultfor business ownersin group health insurance and shop among different group health insurance providers. ACV AUCTIONS POSITION: Director of Equity Plan Admin NATURE: Vehicle Digital Auction Marketplace INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 7 START DATE: 10/01/2024 ADDRESS: 640 Ellicott St #321, Buffalo NY 14203, United States DESCRIPTION: Own the administration of the company's global equity compensation programs, including the accurate processing of all awards/grants, exercises, ESPP purchases, cancellations, and releases in the US and in foreign jurisdictions. UNITED HEALTHCARE POSITION: independent agent NATURE: for-profit company specializing in health insurance and healthcare services INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2025 ADDRESS: PO Box 1459, Minneapolis MN 55440, United States DESCRIPTION: provide education on Medicare and solution services for prospects YU CONSULTING POSITION: Account owner NATURE: Bank account holder INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 02/06/2023 ADDRESS: 112 Branch Road, Bridgewater NJ 08807, United States DESCRIPTION: used to track my business expenses HIGHLEVEL POSITION: Director of Global Equity Administration NATURE: digital marketing company INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 8 START DATE: 01/28/2026 ADDRESS: 400 N Saint Paul St, Dallas TX 75201, United States DESCRIPTION: Manage the company's global equity program including employee setup on vendor site, employee education, manage equity program execution from A to Zero.

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-11-28
• S63 Uniform Securities Agent State Law Examination
  2022-04-02

Other Names

• Jeanette Yu