Jason Liu work email
- Valid
Jason Liu personal email
- Valid
- Valid
At MTC, we partner with Credit Unions and RIAs to help serve members and clients with all of their Trust & Estate and Wealth Managment needs. This includes institutional asset management for Charitable Donation Accounts (CDA) and Employee Benefit Funding Trusts (EBFT).Jason Liu is an experienced senior wealth management executive with broad based relationship management experience in the affluent and high net worth client segments. Over his 25 year career in financial services Jason has demonstrated a record breaking level of consistent, high performance business results in the brokerage, private banking, investment management, trust, and insurance businesses. Strengths include strategic planning, exemplary sales and business management, recruiting and sales development/practice management as well as an innate sense of building a team based energetic environment. He has consistently shown his award winning ability to coach top performers to unprecedented levels including Barron's Magazine top advisor and enjoys helping others achieve new standards of success.
-
Chief Growth OfficerMembers Trust Company Jul 2023 - PresentTampa, Florida, Us-Reports directly to the firm’s President & CEO-Develops firm strategy and execution to achieve revenue acceleration and profitable growth-Designs & executes sales & distribution strategies -Manages full sales cycle strategy for direct and indirect opportunities-Public speaker on wealth management sales strategy and techniques-Leads multichannel business development for exponential growth of revenue streams (Institutional/Retail/DTC) -
Executive - Wealth Management/Private BankingU.S. Bank Jan 2023 - Jul 2023Minneapolis, Mn, UsWealth Management Executive responsible for the state of Washington. -
National Director Sales Development & Training, Head Of Wealth PlanningUnion Bank, The Private Bank & Wealth Markets 2012 - 2023San Francisco, Ca, UsResponsible for driving sales in Private Banking, Brokerage, Trust and Estate, Investment Management, and Wealth Planning throughout the banks national footprint. Accountable for designing and implementing training curriculum, developing actionable sales campaigns, and working with executive leadership on strategic sales initiatives. Direct responsibility for the Wealth Planning and Strategy team enterprise wide. -
Senior Vice President- Senior Investment ManagerJ.P. Morgan 2010 - 2012New York, Ny, UsOversaw JPMorgan Chase Private Client and Chase Investment Services Corp for Los Angeles, Orange County, and portions of the Inland Empire region of CA. Responsibilities included oversight and development of all brokerage and private banking business. Direct reports included 9 Managing Directors supervising and developing 550 licensed Financial Advisors. Oversaw $18.5 billion in investments and deposits. Responsible for launching and building out the west coast pilot of JP Morgan Chase Private Client brand. Built the first 4 pilot offices of CPC in the western region and recruited Private Client Advisors to staff the new offices. Directly partnered with the Market President of the retail bank, as well as commercial banking, mortgage, and business bank. Led the country consistently in growing assets under management on the investment and banking platform, recruiting, and discretionary fee based asset sales. -
Senior Vice President - Senior Regional Brokerage ManagerWells Fargo Advisors 2000 - 2010St. Louis, Missouri, Us• Drove business success resulting in recognition in 2009 On Wall Street Magazine as a Top 100 Brokerage Manager on Wall Street• Led team in delivering The Private Bank experience, advisory-based brokerage services, wealth planning, insurance and trust/estate services resulting in #1 ranked region for partnering with other WF business lines• Executed revenue / sales growth of financial products resulting in double digit revenue gains and achieved #1 Nationally Ranked RSM firm wide in five out of nine categories (out of 128 RSMs)• Built entire new management team and structure including compliance, sales management, insurance, and administrative talent resulting in nomination as one of the Top 40 Executives under 40 by Phoenix Magazine • Actively participated in ethnically diverse community groups for business development and recruiting resulting in Wells Fargo Wealth Management National Diversity Champion award -
Financial AdvisorUbs 1997 - 2000Zurich, Ch*Provide strategic advice across a variety of financial products and services (debt management, cash management, insurance coverage, investments)*Assess client’s overall financial picture, understand their needs and develop a goals based financial plan*Guide clients towards a profitable and secure financial decision*Cultivate client base and build relationships*Cold call, seminar and networking to build a book of business from scratch focused on retirement planning, investments and taxable/tax-free income*One of top two Financial Advisors in hiring class for AUM growth and overall revenue
Jason Liu Skills
Jason Liu Education Details
-
Southern Adventist UniversityBusiness Administration
Frequently Asked Questions about Jason Liu
What company does Jason Liu work for?
Jason Liu works for Members Trust Company
What is Jason Liu's role at the current company?
Jason Liu's current role is Chief Growth Officer.
What is Jason Liu's email address?
Jason Liu's email address is ja****@****ank.com
What schools did Jason Liu attend?
Jason Liu attended Southern Adventist University.
What are some of Jason Liu's interests?
Jason Liu has interest in Avid Outdoorsman, Coach, Sports Enthusiast.
What skills is Jason Liu known for?
Jason Liu has skills like Wealth Management, Investments, Financial Services, Banking, Wealth Management Services, Investment Management, Private Banking, Finance, Series 7, Portfolio Management, Asset Managment, Financial Advisory.
Free Chrome Extension
Find emails, phones & company data instantly
Aero Online
Your AI prospecting assistant
Select data to include:
0 records × $0.02 per record
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial