Yen Lin

Client Service Associate

Yen Lin serves as a Client Service Associate within the firm providing technical understanding of the custodial platforms utilized at WaterOak Advisors.  Yen specializes in managing available operational resources to assist client service related inquiries and requests; such as resolving complex and time sensitive issues.

Prior to joining WaterOak, Yen spent 5 years with Pershing.  During his tenure at Pershing, Yen served in the Asset Transfer Services division where he reviewed, processed and answered inquiries  on incoming transfer of asset transactions as well as following up, investigating and correcting potential errors. Yen has also served in the Bank Custody division where he was responsible for resolving escalated trade issues by working with institutional clients, Financial Consultants, and contra brokers to ensure settlement.

Originally from Taipei, Taiwan, Yen currently resides in Deltona, FL. He enjoys spending time with his son, riding bicycles and playing basketball.

EDUCATION & DESIGNATIONS

  • A.S. in Graphic Design from Seminole State College
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