Leon Jiang Email & Phone Number
Who is Leon Jiang? Overview
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Leon Jiang is listed as Financial Planning and Service Associate at HUB International - Glen Allen (Formerly Millennium Advisory Services, Inc.), a company with 18 employees, based in United States, United States, United States. AeroLeads shows a matched LinkedIn profile for Leon Jiang.
Leon Jiang previously worked as Financial Planning & Service Associate at Millennium Advisory Services, Inc., A Hub International Company and Finance Intern at Virginia Community Capital. Leon Jiang holds Bachelor Of Science - Bs, Financial Planning And Wealth Management from Virginia Tech.
Email format at HUB International - Glen Allen (Formerly Millennium Advisory Services, Inc.)
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About Leon Jiang
Virginia Tech AlumniI earned a degree in Financial Planning and Wealth Management from Pamplin College of Business. My career aspirations lie in consulting, wealth management, and advisory. With a strong background in finance and international business, I possess a unique set of skills that allow me to approach complex financial problems from multiple angles. I am confident that my education and experiences make me a valuable asset to any team or organization.
Leon Jiang's current company
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Leon Jiang work experience
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Financial Planning & Service Associate
Current- Input financial planning data in eMoney based on advisor notes from new client meetings and client reviews
- Input detailed client notes into Redtail CRM (Client Relationship Management Software)
- Coordinate with other teams to ensure all aspects of the client’s accounts, financial plan, and investment portfolio are managed effectively
Finance Intern
- Collaborated with the Accounts Payable team to process over 200 invoices, guaranteeing the prompt and accurate payment to vendors and contractors
- Maintained vendor files, leading to better organization and decreased confusion
- Organized and improved the implementation of new asset tracking system
Student Manager
- Provided performance feedback to staff members, leading to an increase in productivity by 10%
- Optimized food preparation time, leading to a 10% decrease in wait time
- Responsible for the maintenance of up-to-date HACCP standards to guarantee the utmost in food safety
- Addressed any problems or customer concerns with appropriate and effective measures
- Ensure all food is consistently prepared and presented according to the vision established by VT DiningServices
Leon Jiang education
Bachelor Of Science - Bs, Financial Planning And Wealth Management
Study Abroad Spring 2023
Frequently asked questions about Leon Jiang
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What company does Leon Jiang work for?
Leon Jiang works for HUB International - Glen Allen (Formerly Millennium Advisory Services, Inc.).
What is Leon Jiang's role at HUB International - Glen Allen (Formerly Millennium Advisory Services, Inc.)?
Leon Jiang is listed as Financial Planning and Service Associate at HUB International - Glen Allen (Formerly Millennium Advisory Services, Inc.).
Where is Leon Jiang based?
Leon Jiang is based in United States, United States, United States while working with HUB International - Glen Allen (Formerly Millennium Advisory Services, Inc.).
What companies has Leon Jiang worked for?
Leon Jiang has worked for Hub International - Glen Allen (Formerly Millennium Advisory Services, Inc.), Millennium Advisory Services, Inc., A Hub International Company, Virginia Community Capital, and Virginia Tech Dining Services.
How can I contact Leon Jiang?
You can use AeroLeads to view verified contact signals for Leon Jiang at HUB International - Glen Allen (Formerly Millennium Advisory Services, Inc.), including work email, phone, and LinkedIn data when available.
What schools did Leon Jiang attend?
Leon Jiang holds Bachelor Of Science - Bs, Financial Planning And Wealth Management from Virginia Tech.
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