Yuanman (Bell) Zhong
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Yuanman (Bell) Zhong Email & Phone Number

Administrative Assistant to Executive Chairman at Transamerica Financial Advisors, Inc.
Location: Cupertino, California, United States 12 work roles 2 schools
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Current company
Transamerica Financial Advisors, Inc.
Role
Administrative Assistant to Executive Chairman
Location
Cupertino, California, United States
Company size
1967 employees

Who is Yuanman (Bell) Zhong? Overview

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Quick answer

Yuanman (Bell) Zhong is listed as Administrative Assistant to Executive Chairman at Transamerica Financial Advisors, Inc., a company with 1967 employees, based in Cupertino, California, United States. AeroLeads shows a matched LinkedIn profile for Yuanman (Bell) Zhong.

Yuanman (Bell) Zhong previously worked as Senior Marketing Director at Transamerica Financial Advisors, Inc. and Student Mentor & College Admissions Advisor at Self-Employed. Yuanman (Bell) Zhong holds Mla, Landscape Architecture from Louisiana State University.

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Email format at Transamerica Financial Advisors, Inc.

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Transamerica Financial Advisors, Inc.

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Profile bio

About Yuanman (Bell) Zhong

With a strong background in executive support and financial services, my role at Transamerica Financial Advisors, Inc. revolves around high-level event planning and facilitating educational initiatives. Mastering the art of logistics, I've successfully organized large-scale conferences and led virtual training sessions, enhancing the onboarding experience for nearly 5,000 licensed members. As a former Senior Marketing Director, I provided financial education, emphasizing the importance of financial literacy. My commitment to service excellence is reflected in the meticulous coordination of sponsorships and license renewals nationwide, ensuring our team's seamless operation and upholding Transamerica's reputation for excellence in client engagement.

Current workplace

Yuanman (Bell) Zhong's current company

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Transamerica Financial Advisors, Inc.
Transamerica Financial Advisors, Inc.
Administrative Assistant to Executive Chairman
st. petersburg, florida, united states
Website
tfaconnect.com
Employees
1967
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12 roles

Yuanman (Bell) Zhong work experience

A career timeline built from the work history available for this profile.

Administrative Assistant To Executive Chairman

Current
Transamerica Financial Advisors, Inc.

Cupertino, California, United States

  • Supported the Executive Chairman’s team overseeing 4,897 licensed members.
  • Organized large-scale conferences with up to 900 attendees, managing logistics, catering, and AV setup.
  • Facilitated weekly virtual training sessions, supporting new member onboarding and licensing.
  • Liaised with headquarters on critical team-related matters
  • Oversaw license renewals across 50 states and coordinated sponsorship events with key partners like Nationwide, Transamerica, and Pacific Life.
Jun 2024 - Present

Senior Marketing Director

Transamerica Financial Advisors, Inc.

Houston, Texas, United States

  • Paid attention to detail, accuracy, and timeliness while serving clients to plan a better financial future
  • Provided financial education to improve financial literacy among clients
  • Led a 5 people team to provide financial service to local community
Mar 2021 - May 2024

Administrative Assistant To Executive Chairman

Transamerica Financial Advisors, Inc.

Houston, Texas, United States

  • Supported one of the Executive Chairmen of World Financial Group, overseeing a vast hierarchy that includes approximately 800 Senior Marketing Directors, 4,700 life-licensed agents, and 450 securities-licensed agents.
  • Organized on-site meetings for bi-annual conferences with about 700-900 members, including room reservations, catering, and AV requirement
  • Organized annual team award trips for about the top 200 members of the entire executive team, which includes exclusive training from leadership, team building with Founders, and traveling in luxurious cities across the.
  • Organized weekly new member virtual training which includes license training, financial education, and communicating with managers to ensure a smooth start for all new members
  • Managed smaller individualized team-building activities, which included elite circle training with breakout sessions for about 300 members
  • Coordinated sponsorships and events with multiple providers, such as Nationwide, Transamerica, Pacific Life
Apr 2016 - May 2024

Student Mentor & College Admissions Advisor

Self-Employed
  • Guided several students, including my two daughters who were admitted to UC Berkeley (Data Science) and Carnegie Mellon (Computer Science).
  • Successfully supported students through the U.S. admissions process, ensuring they met holistic admissions criteria for competitive institutions.
  • Provided expert insights into U.S. college admissions policies and procedures.
  • Advised students and families on financial aid applications and personal financial planning for higher education.
Dec 2015 - May 2024

Vice Director Of Project

East China Architectural Design & Research Institue Ltd

Shanghai City, China

Oct 2014 - Dec 2015

Vice Urban Planning Director

Dao Design Group

Shanghai City, China

May 2012 - Apr 2014

Senior Urban Planner

Shanghai Municipal Engineering Design Institute

Shanghai City, China

Jun 2011 - May 2012

Urban Planning Director

Liubinyi Landscape Planning And Design

Shanghai City, China

Mar 2010 - May 2011

Senior Urban Planner

Changsha Urban Planning Administration Bureau

Hunan, China

Jul 2009 - Feb 2010

Graduate Assistant

Lousisna State University

Baton Rouge, Louisiana Area

Aug 2007 - May 2009

Urban Planner

Changsha Planning & Design Institute Co., Ltd

Changsha, Hunan, China

Jul 1996 - Jul 2003
Team & coworkers

Colleagues at Transamerica Financial Advisors, Inc.

Other employees you can reach at tfaconnect.com. View company contacts for 1967 employees →

DA Dutch Aufderheide Dutch Aufderheide Colleague at Transamerica Financial Advisors, Inc.Duluth, Georgia, United States, United States View → JD John Diaz John Diaz Colleague at Transamerica Financial Advisors, Inc.Los Angeles, California, United States, United States View → CW Cozette Whitney-Bolden Cozette Whitney-Bolden Colleague at Transamerica Financial Advisors, Inc.Los Angeles, California, United States, United States View → JR Julian Rasmussen Julian Rasmussen Colleague at Transamerica Financial Advisors, Inc.United States, United States View → YM Yvette Marie Allen Yvette Marie Allen Colleague at Transamerica Financial Advisors, Inc.Temecula, California, United States, United States View → KS Kerry Siddhartha Kerry Siddhartha Colleague at Transamerica Financial Advisors, Inc.Orange County, California, United States, United States View → ED Evelyn Diaz Evelyn Diaz Colleague at Transamerica Financial Advisors, Inc.San Diego, California, United States, United States View → NE Nancy Enriquez Nancy Enriquez Colleague at Transamerica Financial Advisors, Inc.Orange County, California, United States, United States View → GB Gerald Bonaparte Gerald Bonaparte Colleague at Transamerica Financial Advisors, Inc.Chicago Heights, Illinois, United States, United States View → ED Erik Dauphinais Erik Dauphinais Colleague at Transamerica Financial Advisors, Inc.Denver Metropolitan Area, United States View →
2 education records

Yuanman (Bell) Zhong education

FAQ

Frequently asked questions about Yuanman (Bell) Zhong

Quick answers generated from the profile data available on this page.

What company does Yuanman (Bell) Zhong work for?

Yuanman (Bell) Zhong works for Transamerica Financial Advisors, Inc..

What is Yuanman (Bell) Zhong's role at Transamerica Financial Advisors, Inc.?

Yuanman (Bell) Zhong is listed as Administrative Assistant to Executive Chairman at Transamerica Financial Advisors, Inc..

Where is Yuanman (Bell) Zhong based?

Yuanman (Bell) Zhong is based in Cupertino, California, United States while working with Transamerica Financial Advisors, Inc..

What companies has Yuanman (Bell) Zhong worked for?

Yuanman (Bell) Zhong has worked for Transamerica Financial Advisors, Inc., Self-Employed, East China Architectural Design & Research Institue Ltd, Atkins Global Design, and Dao Design Group.

Who are Yuanman (Bell) Zhong's colleagues at Transamerica Financial Advisors, Inc.?

Yuanman (Bell) Zhong's colleagues at Transamerica Financial Advisors, Inc. include Dutch Aufderheide, John Diaz, Cozette Whitney-Bolden, Julian Rasmussen, and Yvette Marie Allen.

How can I contact Yuanman (Bell) Zhong?

You can use AeroLeads to view verified contact signals for Yuanman (Bell) Zhong at Transamerica Financial Advisors, Inc., including work email, phone, and LinkedIn data when available.

What schools did Yuanman (Bell) Zhong attend?

Yuanman (Bell) Zhong holds Mla, Landscape Architecture from Louisiana State University.

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