Hui Lin

Hui Lin Email and Phone Number

Hui Lin's Location
Dallas-Fort Worth Metroplex, United States
Hui Lin's Contact Details

Hui Lin personal email

n/a
About Hui Lin

Hui Lin possesses expertise in teaching, photoshop, budgets, negotiation, editing and 18 more skills. She is proficient in French, Chinese and English.

Hui Lin's Current Company Details

Hui Lin Work Experience Details
  • United Capital Financial Advisors, Llc
    Client Services Manager
    United Capital Financial Advisors, Llc Nov 2021 - Oct 2024
    Irving, Texas, United States
  • Goldman Sachs Personal Financial Management
    Analyst
    Goldman Sachs Personal Financial Management Nov 2021 - Nov 2023
    United States
  • Spectrum Financial Group
    Financial Services Professional
    Spectrum Financial Group Jul 2019 - Feb 2021
    Dallas/Fort Worth Area
  • Northwestern Mutual
    Associate Financial Representative
    Northwestern Mutual Mar 2018 - May 2019
    Dallas/Fort Worth Area
    Identify potential clients by utilizing LinkedIn and other internal resources to broaden search. Maintain efficiency in the client management process from meeting the client, presenting solutions, and delivering insurance/investment policies. -Managed daily operations through compiling sales materials, properly onboard clients through collecting vital information and generating financial scenarios and conducting retirement planning analysis. -Collaborate with financial advisor… Show more Identify potential clients by utilizing LinkedIn and other internal resources to broaden search. Maintain efficiency in the client management process from meeting the client, presenting solutions, and delivering insurance/investment policies. -Managed daily operations through compiling sales materials, properly onboard clients through collecting vital information and generating financial scenarios and conducting retirement planning analysis. -Collaborate with financial advisor for best approach in helping clients with debt management, strategize in best way to maximize their current 401K or other retirement accounts. -Create PPA and PX Plan to educate clients in the best approach for insurance to better service their family and independent needs-Complete onboarding information for life, disability, annuity applications. Perform rollovers, mutual fund trades requests and establishing investment accounts. Show less
  • Apex Energy Solutions
    Business Operations Manager
    Apex Energy Solutions May 2016 - Sep 2017
    Houston, Texas
    Prepare projects for on-time, within-budget, and contract-compliant project delivery by coordinating between manufacturers, executive partners, and customers. Strategically develop action plans for each project after assessing costs.
  • O'Donnell/Snider Construction
    Office Manager
    O'Donnell/Snider Construction Mar 2015 - May 2016
    -Manage and support 90+ employees, monitor superintendents in the field, on board new employees, set up their workstations and assist/ support VP of Operations.-Supervise and train reception staff.-Troubleshoot and resolve tier 1 IT issues.-Audit internal electronics, monitor and update reports of equipment/ machinery used in the field.-Handle safety related claims and monitor/ report incidents.-Organize inventory and expense reports and re-organize server files as… Show more -Manage and support 90+ employees, monitor superintendents in the field, on board new employees, set up their workstations and assist/ support VP of Operations.-Supervise and train reception staff.-Troubleshoot and resolve tier 1 IT issues.-Audit internal electronics, monitor and update reports of equipment/ machinery used in the field.-Handle safety related claims and monitor/ report incidents.-Organize inventory and expense reports and re-organize server files as needed.-Creates company monthly news letter.-Manage and verify multiple sub contractor qualification forms, accurately obtain missing information for the approval process. -Uploads, create and update documents, forms, meeting agenda, and meeting minutes.-Schedule formal and informal meetings with vendors for luncheons and other social events. Show less

Hui Lin Skills

Teaching Photoshop Budgets Negotiation Editing Team Building Project Management Social Media Event Planning Teamwork Sales Management Public Relations Event Management Employee Training Employee Engagement Time Management Merchandising Microsoft Excel Customer Service Leadership Microsoft Word Microsoft Office

Hui Lin Education Details

Frequently Asked Questions about Hui Lin

What is Hui Lin's email address?

Hui Lin's email address is hl****@****oup.com

What schools did Hui Lin attend?

Hui Lin attended Stephen F. Austin State University.

What are some of Hui Lin's interests?

Hui Lin has interest in Children, Trying New Food, Seeing New Places, Civil Rights And Social Action, Economic Empowerment, Talking To Strangers, Education, Environment, Politics, Poverty Alleviation.

What skills is Hui Lin known for?

Hui Lin has skills like Teaching, Photoshop, Budgets, Negotiation, Editing, Team Building, Project Management, Social Media, Event Planning, Teamwork, Sales, Management.

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