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Annie Liu, CFP®

Annie Liu, CFP®

Followers of Annie Liu, CFP®19000 followers
location of Annie Liu, CFP®Greater Seattle Area

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  • Timeline

  • About me

    Market President | Global Expansion | GTM | Client Satisfaction | Digital Transformation | SaaS | Compliance Governance | SEC Financial Expert | Board Member

  • Education

    • OnBoarding Women

      2023 - 2024

      OnBoarding Women is a program created by business leaders in the Seattle region from Deloitte, Perkins Coie, Madrona Venture Group , Cascadia Capital, and Spencer Stuart that is focused on increasing the percentage of women on public company boards in Washington. Progress is happening. Since the program started in 2014, the percentage of women on public company boards in Washington has grown from 14% to 29%.

    • The University of Texas at Austin

      2001 - 2002
      Finance Certificate Accounting and Finance

    • UC Irvine

      -
      Bachelor of Science - BS Biology, General

    • Harvard University

      2020 - 2022
      Harvard Business Analytic Program Digital Analytics, Machine Logic, Automation, AI Completion with Distinction

      The Harvard Business Analytics Program is offered through a collaboration between Harvard Business School, the John A. Paulson School of Engineering and Applied Sciences, and the Faculty of Arts and Sciences. The program equips leaders in any industry with a rigorous cross-disciplinary curriculum to analyze, understand, translate, and incorporate data into strategy at the top levels of their organizations.-Leadership Innovation and Change -Digital strategy and Innovation… Show more The Harvard Business Analytics Program is offered through a collaboration between Harvard Business School, the John A. Paulson School of Engineering and Applied Sciences, and the Faculty of Arts and Sciences. The program equips leaders in any industry with a rigorous cross-disciplinary curriculum to analyze, understand, translate, and incorporate data into strategy at the top levels of their organizations.-Leadership Innovation and Change -Digital strategy and Innovation -Leadership and People Analytics-Foundation of Quantitative Analysis -Operations and Supply Chain-Programming and Data Science System-Data Driven Marketing -Data Science Pipeline and Critical Thinking Languages: R- Studio, Python, SQL, Tableau Show less

    • University of Washington

      2019 - 2019
      Executive Program Women Board Directors

  • Experience

    • Charles Schwab

      Jan 2000 - Jan 2017

      Led team of 20 to grow the international business and deliver fee base solutions through turnaround situation. Shared vision with international, tenured team, infusing strategy, process, and discipline. Reestablished credibility within organization and set up referral channels to grow the business. Developed risk control process within the team through ongoing supervision review and educated team on cross-broader rules and regulations, partnered with compliance team to mitigate risk for the firm. Show less

      • VP- Branch Manager, Bellevue

        Jan 2011 - Jan 2017

      • International Asia Branch Manager & Global SPC leader

        Jan 2006 - Jan 2011

      • Team Manager

        Jan 2003 - Jan 2006

      • Sr. Registered Representative

        Jan 2000 - Jan 2003

    • Charles Schwab

      Jan 2019 - Jan 2024

      WINS Vision: Women are empowered to aspire and achieve their greatest career and financial potential. Developed and implemented vision, mission, purpose, strategy, and leadership succession plan for WINS. Stood up an entire leadership infrastructure, including WINS office, board and committees framework to serve the fast growing 6,000+ employee member community. Led inauguration of the Women Managing Director Program across entire corporation. Mobilized support, resources, and impact across the company. Show less

      • Managing Director, Regional Market Executive

        Jan 2017 - Jan 2024

      • Innovation Lab - Executive Sponsor - Life Stage Map

        Jan 2022 - Jan 2023

      • National Co-Chair, Women’s Interactive Network (WINS)

        Jan 2019 - Jan 2023

    • Graham & Walker

      May 2020 - now
      Limited Partner

    • LyvWise

      Jan 2021 - Jan 2023
      CEO & Founder

      CEO and Founder for online market place for senior housing homes. A transparent solution for families looking for housing and care for their loved ones. Real-time availability, scheduling, pricing, reviews, and much more. All in one place.

  • Licenses & Certifications

    • CERTIFIED FINANCIAL PLANNER™ Professional

      CFP Board
      Nov 2008
      View certificate certificate

    • Qualified in Series 7, 63, 66, 9/10 and 24.

      FINRA

    • CFP

      CFP Board
      Jul 2008

    • Harvard Business Analytics Program

      Harvard Business Analytics Program
      Jan 2022
      View certificate certificate

  • Volunteer Experience

    • Board of Trustee & Investment Committee Chair

      Issued by Eastside Catholic School on Nov 2024
      Eastside Catholic SchoolAssociated with Annie Liu, CFP®

    • IWF - WA Eastside Affinity Group

      Issued by International Women's Forum of Washington DC (IWF-DC) on Nov 2019
      International Women's Forum of Washington DC (IWF-DC)Associated with Annie Liu, CFP®

    • Circle One Member

      Issued by Bellevue LifeSpring on Jul 2025
      Bellevue LifeSpringAssociated with Annie Liu, CFP®

    • Finance and Operations Committee

      Issued by Eastside Catholic School on Jan 2023
      Eastside Catholic SchoolAssociated with Annie Liu, CFP®

    • BOARD MEMBER (2014 - 2016)

      Issued by THE BOYS AND GIRLS CLUB, BELLEVUE on Aug 2014
      THE BOYS AND GIRLS CLUB, BELLEVUEAssociated with Annie Liu, CFP®