Crpc Jian Liu
I bring a distinct background and offers a unique experience that appreciates the interests of immigrants, business owners,... | New York City Metropolitan Area, New York City Metropolitan Area, United States
*50 free lookup(s) per month.
No credit card required.
Crpc Jian Liu’s Emails ji****@ci****.com
Crpc Jian Liu’s Phone Numbers No phone number available.
Social Media
Crpc Jian Liu’s Location New York City Metropolitan Area, New York City Metropolitan Area, United States
Crpc Jian Liu’s Expertise I bring a distinct background and offers a unique experience that appreciates the interests of immigrants, business owners, and entrepreneurs. My goal is to bring a personal touch to building client relationships. I focus on listening to clients' needs and objectives to guide them through the planning process. I will act in the best interests of my clients in order to help grow their assets through Goals-Based Wealth Management process. I currently hold the Series 7, Series 66 FINRA Registrations and Chartered Retirement Planning Counselor. When I am not in office I enjoy swimming, cooking, and recently competitively coffee making. Feel free to reach out with any questions regarding business, hobbies or just to say hi. *CRPC and Chartered Retirement Planning Counselor? are trademarks or registered service marks of the College for Financial Planning in the US and/or other countries.
Crpc Jian Liu’s Current Industry Citi
Crpc
Jian Liu’s Prior Industry
Eimc
|
Merrill Lynch Wealth Management
|
Citi
Not the Crpc Jian Liu you were looking for?
Find accurate emails & phone numbers for over 700M professionals.
Work Experience
Citi
Wealth Relationship Manager
Wed Feb 01 2023 00:00:00 GMT+0000 (Coordinated Universal Time) — Present
Citi
Financial Advisor
Wed May 01 2019 00:00:00 GMT+0000 (Coordinated Universal Time) — Wed Feb 01 2023 00:00:00 GMT+0000 (Coordinated Universal Time)
Merrill Lynch Wealth Management
Financial Advisor
Sun Oct 01 2017 00:00:00 GMT+0000 (Coordinated Universal Time) — Mon Apr 01 2019 00:00:00 GMT+0000 (Coordinated Universal Time)
Eimc
Consultant
Mon Oct 01 2012 00:00:00 GMT+0000 (Coordinated Universal Time) — Sun Oct 01 2017 00:00:00 GMT+0000 (Coordinated Universal Time)Skills
Languages
Crpc Jian Liu Email Addresses
FAQ About Crpc Jian Liu
-
Crpc Jian Liu is located at
New York City Metropolitan Area, New York City Metropolitan Area, United States -
Crpc Jian Liu is a
I bring a distinct background and offers a unique experience that appreciates the interests of immigrants, business owners, and entrepreneurs. My goal is to bring a personal touch to building client relationships. I focus on listening to clients' needs and objectives to guide them through the planning process. I will act in the best interests of my clients in order to help grow their assets through Goals-Based Wealth Management process. I currently hold the Series 7, Series 66 FINRA Registrations and Chartered Retirement Planning Counselor. When I am not in office I enjoy swimming, cooking, and recently competitively coffee making. Feel free to reach out with any questions regarding business, hobbies or just to say hi. *CRPC and Chartered Retirement Planning Counselor? are trademarks or registered service marks of the College for Financial Planning in the US and/or other countries. Citi -
Crpc Jian Liu currently works in the
Citi -
Crpc Jian Liu specializes in
I bring a distinct background and offers a unique experience that appreciates the interests of immigrants, business owners, and entrepreneurs. My goal is to bring a personal touch to building client relationships. I focus on listening to clients' needs and objectives to guide them through the planning process. I will act in the best interests of my clients in order to help grow their assets through Goals-Based Wealth Management process. I currently hold the Series 7, Series 66 FINRA Registrations and Chartered Retirement Planning Counselor. When I am not in office I enjoy swimming, cooking, and recently competitively coffee making. Feel free to reach out with any questions regarding business, hobbies or just to say hi. *CRPC and Chartered Retirement Planning Counselor? are trademarks or registered service marks of the College for Financial Planning in the US and/or other countries. -
Crpc Jian Liu speaks the following languages:
No languages available. -
Crpc Jian Liu has prior experience in the following industries:
Citi , Merrill Lynch Wealth Management , Eimc -
Crpc Jian Liu has the following professional experience:
Citi , Citi , Merrill Lynch Wealth Management , Eimc . -
You can view Crpc Jian Liu’s
LinkedIn profile at LinkedIn URL. -
Crpc Jian Liu’s work email addresses are
[email protected] . -
Crpc Jian Liu works at
Citi
People you may be interested in
- Balazs Gyemant
- Kalyan Vadapalli
- Hope Walker
- James Tolento
- Cecil Smith
- Espen Seidel
- Uriel Pineda
Professional World Traveller
Data engineer at Wipro Limited
Application Analyst at Northside Hospital
group leader at ford motor co
Electrician at Shell
Phd student at BI, Head of Investments at Duvi
Ingeniero Industrial Universidad de Antioquia