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Leon Jiang Email & Phone Number

Location: United States, United States, United States 4 work roles 2 schools
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Role
Financial Planning and Service Associate
Location
United States, United States, United States
Company size

Who is Leon Jiang? Overview

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Quick answer

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.

Company email context

Email format at HUB International - Glen Allen (Formerly Millennium Advisory Services, Inc.)

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HUB International - Glen Allen (Formerly Millennium Advisory Services, Inc.)

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Profile bio

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.

Current workplace

Leon Jiang's current company

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HUB International - Glen Allen (Formerly Millennium Advisory Services, Inc.)
Hub International - Glen Allen (Formerly Millennium Advisory Services, Inc.)
Financial Planning and Service Associate
United States
Employees
18
AeroLeads page
4 roles

Leon Jiang work experience

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Financial Planning & Service Associate

Current

Glen Allen, Virginia, United States

  • 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
Jul 2024 - Present

Finance Intern

Christiansburg, Virginia, United States

  • 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
Jul 2022 - Nov 2022

Student Manager

Blacksburg, Virginia, United States

  • 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
Sep 2020 - Sep 2022
2 education records

Leon Jiang education

Bachelor Of Science - Bs, Financial Planning And Wealth Management

Major: Financial Planning & Wealth Management Honors: CA & AW Cutchins Scholarship (2023) Rebeka Ruth Becks Financial Planning Scholarship.

FAQ

Frequently asked questions about Leon Jiang

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

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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