Liner (Joyce) Wang Email & Phone Number

Los Angeles, CA, US

Los Angeles Metropolitan Area

Malvern, Pennsylvania, United States

• Assist clients with $5M+ in Assets by executing trades, providing investment education, and related guidance.
• Experienced and comfortable communicating with clients holding $25M-725M in assets and transactions over $10M+.
• Unitize PSS selling skills to transition service interactions into sales, identifying client’s needs and underlying needs.
• Conduct 10-15 daily investment conversations, aligning client financial goals with appropriate investment.
• Lead the department… Show more
• Lead the department in many of the key metrics such as RMR and VBA upgrades.

Malvern, Pennsylvania, United States

• Assisted clients with online access, trades, transactions, investment education, and guidance.
• Unitized PSS selling Skills to transition service to sales conversations, discovering client’s needs and behind the needs.
• Consistently achieved monthly consults completed goals, ranked one of the top performers in the department of around 120 crew members.
• Brought in $9.77M assets within four months (Nov 2022 - Feb 2023).
• Received a distinguished review rating from the team… Show more
• Received a distinguished review rating from the team leader. Show less

Remote

• Assisted 16-45 clients daily with new brokerage accounts and asset transfers.
• Led the Voice of Client initiative, brainstorming solutions to address client’s concerns based on their feedback.
• Collaborated with the other three teammates on the Problem-Solving task to redefine the Vanguard IVR phone call system regarding the retirement plan rollover instructions to reduce the high call volume and client.
• Won the Call Excellence/OAA 2.0 Standard Work champion by… Show more
• Won the Call Excellence/OAA 2.0 Standard Work champion by standardizing the new account opening process caused by the system fallout issue.
• Coached teammates on using the Voice of Crew on the Dynamics system and supported new hires onboarding. Show less

Remote

• Account access
• Account balance and transaction history assistance
• Set up beneficiaries
• Digital help (registering and restoring online access)
• Establish check writing and order new checkbooks

Manhattan, New York, United States

• Create weekly report detailing inventory, customer flow, data around sales and profitability, and employee schedules.
• Train new staff on the market currencies, use of company applications, reinforcing market rules and safety protocols.
• Administrate and organize daily set up, order and price produce for high volume business of 200+ customers per day.

Brooklyn, New York, United States

• Manage 13-55 customers per hour to maintain social distance and food safety according to COVID-19 regulations.
• Provide customer service throughout the day, explaining details of the greenmarket.

Manhattan, New York, United States

• Investing with R and Machine Learning
• Conducted principal component analysis on the return history of Dow components, and discussed the market forces that lie behind the first principal component.
• Applied k-mean clustering algorithm to cluster Dow components based on their distance in the PCA loading matrix.
• Designed a S&P 500 trading strategy using the investment policy and calculate its historical performance.
• Forecasted the yield curve and volatility with Neural Network.

Manhattan, New York, United States

• Business Policy: The Costco Company’s Analysis Project
• Utilized SWOT analysis, Porter’s Five Forces Model and Value Chain Analysis to conduct internal and external environment analysis of the company.
• Highlighted serious problems that the company was facing and provided recommendations for those problems.
• Cooperated with 3 team members and wrote 14 pages report and presented it to a group of 27 using PowerPoint.

Manhattan, New York, United States

• Advanced Investment Analysis: The Iron Mountain Company’s Financial and Valuation Analysis
• Researched financial statements on Yahoo Finance and the company’s 10K from their online database.
• Calculated financial ratios and analyzed the company’s trend, profitability, liquidity, solvency, and leverage.
• Projected next 5 years assumptions analysis such as revenue, gross margin, operating expenses and EBITDA.
• Averaged the methods of Stock Price, Average EBITDA Industry Trading… Show more Advanced Investment Analysis: The Iron Mountain Company’s Financial and Valuation Analysis
• Averaged the methods of Stock Price, Average EBITDA Industry Trading Multiples and Discount Cash Flow Valuation Analysis to suggest buying, holding or selling the company’s stock. Show less

Manhattan, New York, United States

• Commission based salesperson that consistently achieves similar sales production as full-time staff while only working part-time.
• Educate and introduce customers to products and techniques based on their needs.
• Market via phone and text messages to inform customers of promotions and new products.
• Constantly gather customer feedback to improve my skills.

Bachelor'S Degree, Finance And Investment, 3.76/4.00

Associate'S Degree, Business Administration And Management, General, 3.40/4.00