Liu Hong Email & Phone Number

Bellevue, Washington

• Provide wealth strategies and investment advice to institutions/corporations and high profile individuals.
• Create financial models to illustrate different alternatives, scenarios and assumptions to evaluate options.
• Developed various financial strategies including but not limited to: investment services, retirement planning, asset management, and estate planning strategies;
• Worked with clients closely to implement the strategies, tracked the progress, rebalanced the portfolio, and kept the data updated;
• Maximized clients' tax benefits, established long term relationships with them.Transamerica Financial Group is a division of Transamerica Financial Advisors, Inc. (TFA) a full-service, fully licensed, independent.

Bellevue, WA

• Provided wealth management and financial advice to corporations,executives, business owners, and families.
• Captured clients'​ financial goals by carefully reviewing their asset structures, financial needs, personal preferences, investment experience, expectations, and risk tolerance;
• Developed various financial strategies based on the goals, including but not limited to: investment services, retirement planning, asset management, college education planning, and estate planning strategies;
• Worked with clients closely to implement the strategies, tracked the progress, rebalanced the portfolio, and kept the data updated;
• Maximized clients' tax benefits, established long term relationships with them, and focused on their financial success.

• Closely monitored the market, generated reports on various stocks/financial products on behalf of the company for the media;
• Derived investment strategies and tactics for the company and other institutions based on quantitative and qualitative analysis;
• Developed and nurtured the networks between research and marketing departments; improved the profit gaining process by re-engineering commission recognition method;
• Responsible for institutional clients relationship management;
• Responsible for the internal training of client managers. Achievements:
• Excellent performance of data processing and analysis;

• Duties:
• Market researching, data collection and refining, and reports producing;
• Examined the feasibility of proposed projects with Engineering and Technical Department;
• Customer satisfaction degree evaluation.Achievements:
• Significantly increased company’s market share through analysis of the targeting market;
• Enhanced customer satisfaction degree dramatically by outstanding interpersonal skills and attention to details.

Master Of Finance, Finance

Bachelor Of Business Management

Education record

Education record