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 Broker/Dealer, Member of FINRA, SIPC, and Registered Investment Advisory firm that has served families for more than 30 years.TFA's mission is to enchance the present and future economic well-being of its clients and Representatives. TFA has more than 5,000 Registered Representatives and Investment Advisor Representatives who offer products and services from more than 100 separate providers and are dedicated to helping people from all walks of life have better tomorrows.Our clients are the center of our business, and TFA's financial services professionals are committed to serving their clients with the knowledge, expertise and guidance that they deserve.

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;• Elaborate attention to clients’ specific needs increased the performance.

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