Talk to sales Try for Free
Jian (Amy) Liu, CRPC®

Jian (amy) liu, crpc®

bookmark on deepenrich
location of Jian (Amy) Liu, CRPC®New York City Metropolitan Area
Phone number of Jian (Amy) Liu, CRPC®+91 xxxx xxxxx
Followers of Jian (Amy) Liu, CRPC®507 followers

  • Timeline

    Oct 2012 - Oct 2017

    Consultant

    EIMC
    Oct 2017 - Apr 2019

    Financial Advisor

    Merrill Lynch
    Current Company
    May 2019 - now

    Wealth Relationship Manager

    Citi
    Jericho, New York, United States

  • About me

    Wealth Relationship Manager

  • Education

    • 上海财经大学

      2006 - 2010
      Bachelor's degree

    • New york university

      2010 - 2012
      Master's degree

  • Experience

    • Eimc

      Oct 2012 - Oct 2017
      Consultant

    • Merrill lynch

      Oct 2017 - Apr 2019
      Financial advisor

    • Citi

      May 2019 - now

      • Wealth Relationship Manager

        Feb 2023 - now

      • Financial Advisor

        May 2019 - Feb 2023

  • Licenses & Certifications

    • Series 66

      Finra

    • Chartered financial analyst (cfa) level iii passed

      Cfa institute

    • Learn to program: the fundamentals

      Coursera

    • Chartered retirement planning counselor

      College for financial planning
      Nov 2018

    • Insurance agent, accident, health, life, variable life & variable annuities

      Nydfs 500

    • Series 7

      Finra