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Jian (Amy) Liu, CRPC®

Jian (Amy) Liu, CRPC®

Consultant

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  • Timeline

  • 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