Jason Liu Email & Phone Number

Tampa, 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)

Minneapolis, Mn, Us

Wealth Management Executive responsible for the state of Washington.

San Francisco, Ca, Us

Responsible 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.

New York, Ny, Us

Oversaw 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.

St. 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

Zurich, 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