Annie Liu, Cfp® Email & Phone Number

Kirkland, WA, US

Seattle, WA

Pacific Northwest

Hired, developed, coached, and cultivated top performing teams. Expert in broad spectrum of financial products, consumer needs, distribution channels, capital markets, business strategy, GTM, and enterprise level financial solutions. Served as risk advisor and a voting member on several enterprise committees for the Schwab’s retail business.

Digital solution to support clients in navigating life stages on their terms, while improving business process at scale.

Bellevue, Washington, United States

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.

Greater Seattle

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.

Led business line through turnaround situation. Hired and rebuilt team from ground up. Developed business strategy to grow market share with UHNW individuals, stock plan, 401K, and charitable entities. Coached advisors on practice & pipeline management, client engagement strategy, language, branding, value prop, and negotiated complex deals. Responsible.

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.

Austin, Texas, United States

Led a customer service team to resolve account services, trading software, financial literacy related issues. Delivered top notch client experience that have generated referrals for the company.

Austin, Texas, United States

Perfected service to sales model. Obsessed in client satisfaction, trading software related support, a SaaS model for both B2B2C channels. Managed department P&L for site lead of CSS. Delivered workshops at tradeshows. Pioneered Asia institutional market. Closed first major institutional deal in Asia. Proactive Leadership.

Bachelor Of Science - Bs, Biology, General

Education record

OnBoarding Women is a program created by business leaders in the Seattle region from Deloitte, Perkins Coie, Madrona Venture Group.

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.

Executive Program, Women Board Directors

Finance Certificate, Accounting And Finance