WILSON M YI
Broker in Boston, MA

License number
Massachusetts 9050341
Issued Date
Nov 26, 2002
Expiration Date
Oct 25, 2013
Type
Salesperson
Address
Address
Boston, MA 02116
LicenseFiles verified this license of Nov 25, 2016 at the Mass.gov - Consumer Affairs and Business Regulation.

Professional information

Wilson Yi Photo 1

Consultant At Rinet Company, Llc
Position:
Consultant at RINET Company, LLC, Sales Associate at Gibson | Sotheby's International Realty
Location:
Greater Boston Area
Industry:
Financial Services
Work:
RINET Company, LLC - Boston, MA since Oct 2012 - Consultant Gibson | Sotheby's International Realty - Boston, MA since Nov 2002 - Sales Associate H&R Block - Boston, MA Dec 2008 - Apr 2013 - Tax Specialist II (Seasonal) H&R Block - Boston, MA Dec 2010 - Oct 2012 - Office Manager I (Seasonal) American Personnel - Boston, MA Oct 2010 - Aug 2012 - Convention Services Staff Walsh, Jastrem & Browne, LLP - Boston, MA Jan 2005 - Oct 2005 - Staff Accountant – Investment Management Services Gibson | Sotheby's International Realty - Boston, MA Jul 2002 - Apr 2005 - Front Desk Receptionist Walsh, Jastrem & Browne, LLP - Boston, MA Jan 2004 - Dec 2004 - Office Manager MFS Investment Management - Boston, MA Sep 2000 - Jul 2001 - New Business Conversion Analyst MFS Investment Management - Boston, MA Jul 1998 - Aug 2000 - Client Coordinator MFS Investment Management - Boston, MA Mar 1997 - Jul 1998 - Retirement Plan Representative I-II MFS Investment Management - Boston, MA Aug 1996 - Mar 1997 - Teleservices Representative I Putnam Investments - Boston, MA Feb 1996 - Jun 1996 - Tax Associate - Assistant to the Corporate Tax Manager
Education:
Northeastern University 1990 - 1995
Bachelor of Science in Business Administration, Accounting, Finance and Management Boston Latin School 1986 - 1990
Skills:
Luxury, Condos, Real Estate, Sellers, Relocation, Single Family Homes, Buyer Representation, Investment Properties, Buyers, First Time Home Buyers, Referrals, New Home Sales, Listings, Selling, Income Tax, Family Office, Financial Markets, Financial Transactions, Retirement Planning, Investments, Residential Homes, Estate Tax Planning, High Net Worth Individuals, Inheritance Tax Planning, Intergenerational Wealth Transfer, Investment Advisory, Multi-generational wealth transfer, Multi-generational Planning, Strategic Financial Planning, Wealth Accumulation, Wealth Accumulation Strategies, Wealth Preservation Planning, Wealth Management, Wealth Management Services, Investment Strategies, Retirement Benefits, Retirement Savings, 401k Rollovers, Series 65, Alternative Investments, Personal Tax Planning, Tax Returns, Tax-planning, Tax Preparation, Income Property, Finance, Property
Certifications:
Transnational Referral Certification (TRC)

Wilson Yi Photo 2

Sales Associate

Specialties:
Buyer's Agent, Listing Agent, Relocation, Consulting
Work:
556 Tremont St, Boston 02118
Experience:
11
Links:
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