Joseph Lin Email & Phone Number

San Francisco, California, Us

Miami, Florida, Us

YieldX is revolutionizing fixed income investing with a flexible, scalable, end-to-end digital platform offering smart workflows, AI-powered analytics and a reimagined user experience.

Los Angeles, Ca, Us

- Best Places to Work in the U.S. - Inc. Magazine (2019)- Fastest Growing RIA Firm on the West Coast and #4 Nationally - InvestmentNews (2018) - FT 300 Top Wealth Managers - Financial Times (2018)- Innovator and Family Office of the Year - Wealth Management Magazine (2018)- Best Places to Work in the U.S. - Inc. Magazine (2018)- #1 FinTech Wealth Management Firm in the U.S. - FinTech Breakthrough Awards (2017)- #1 Place to Work in Los Angeles - LA Business Journal (2016)- #1 Ranked Independent Financial Advisory Team in California - Barron's (Lockshin, multiple years)- #1 Ranked Independent Financial Advisory Team in the United States - Barron's (Lockshin, 2011)At AdvicePeriod, we think it’s time to reinvent wealth management and focus clients on the important decisions necessary to manage their wealth. Our highly regarded experts prepare clients for whatever life brings their way. We understand how any event or opportunity might impact the big picture, so we can help clients plan, grow and keep more of their wealth over time.By combining actionable planning advice with objective investment guidance, we strive to enable clients to achieve their financial goals, and shape their legacy for generations to come.This is how wealth management is going to evolve. This is AdvicePeriod.

‐ Drive channel friendly strategies consistent with the company strategic plan‐ Utilize professional consultative sales expertise to conduct new business analysis to develop, present, and implementcustomized solutions to targeted end user‐ Work with partner resources to develop coordinated sales strategy to maximize volume, mix, and margin‐ Leverage key channel relationships to enhance market/product intelligence and volume sales‐ Research and develop new target markets and provide regular feedback to senior management on sales potential

New York, New York, Us

Senior Associate – Global Wealth Management 2014 – Present- Manage team of 4 associates; primary point of escalation for all global trade issues- Redesigned global trade processes leading to increased productivity and reduction of overlap - CPB lead on the development of CBRS automation for the OpenWealth Trust accounting platform- Managed post conversion efforts resulting in 1,500% reduction in global cash and position breaks- Recipient of the CPB Client Excellence Award for outstanding contributions to CPB businessesProject Management – Project Atlas Global Trade SME 2011 – 2013 - Recipient of the CTS Five Star Recognition Award for the design of 6,000+ global trade test cases- Deployment of global platform projects to contribute towards $2M firm wide cost reduction - Primary lead for Seed account testing across all CPB functional areas- Managed the execution of global test cases from inception to deployment - Data mined testing analytics to pinpoint system defects and strategize with developers to solution issues - Organized and led training sessions for staff members across CPB and CTSInternal Control and Global Reconciliation Lead 2010 – 2011 - Reduced outstanding Global Custody errors by over 90%- Redesigned and implemented global reconciliation procedures- Investigated and resolved all breaks within a maximum of 7 days- Managed daily reconciliation of foreign currency accounts and security position holdings International P&S Oversight 2009 – 2010 - Central point of escalation post-conversion for CPB global trades versus Pershing- Led coordination of trade flows between CPB EMEA, APAC, and Americas with Pershing- Established global and domestic trade flows for 20,000+ US and LatAm accounts - Implemented reconciliation procedures for unmatched or failed global trades- Led and organized training sessions for CPB staff members on NetX360 platform