Lydia Liou Email & Phone Number
@trinitylegacy.com
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Who is Lydia Liou? Overview
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Lydia Liou is listed as Relationship Manager | Trinity Legacy Partners, LLC at Trinity Legacy Partners, LLC, a with 5 employees, based in Houston, Texas, United States. AeroLeads shows a work email signal at trinitylegacy.com and a matched LinkedIn profile for Lydia Liou.
Lydia Liou previously worked as Relationship Manager at Trinity Legacy Partners, Llc and Business Strategy Analyst at Usaa. Lydia Liou holds Master Of Business Administration - Mba from University Of Houston, C.T. Bauer College Of Business.
Email format at Trinity Legacy Partners, LLC
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AeroLeads found 1 current-domain work email signal for Lydia Liou. Compare company email patterns before reaching out.
About Lydia Liou
MBA graduate, registered investment advisor, spice scientist.Throughout my professional experiences, I have enjoyed forming lasting relationships with clients and teammates through open and personable interactions. I relish the opportunities that encourage me to refine my skill sets and deliver quantifiable solutions.My specialties:Customer, partner, and vendor relationsProcess analysis & improvementTeamwork / group collaboration Public speakingThought leadershipI enjoy sharpening my language skills, bringing a little piece of Houston’s restaurant scene back to my own chopping board, and staying active.
Listed skills include Microsoft Office, Microsoft Word, Powerpoint, Customer Service, and 10 others.
Lydia Liou's current company
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Lydia Liou work experience
A career timeline built from the work history available for this profile.
Business Strategy Analyst
Graduate Assistant For Bauer Graduate Placement Program
•Created process to gather data on content and needs of experiential learning projects for graduate students. Met with 20 program directors and core faculty to assess needs and input for potential software portal to house student projects for corporate partners.•Administrative lead on creation of Experiential Learning Center and website at Bauer, which will house over 100 experiential learning opportunities.•Work cross-functionally to improve the narrative of students’ career successes including redesign of college webpages, newsletters, and development of electronic and paper brochures.
Bank Omnichannel Mba Intern
• Established Agile-based project management narrative in Rally consisting of 130+ projects. • Served as key project manager for department requiring complete oversight and supporting reports of project progress to executive leadership.• Developed Rally training material for business group involving 8 teams and over 200 employees.• Facilitated Rally trainings for 20-30 people to ensure reporting consistency for projects.
Registered Investment Advisor
• Increased client base by over 20% through word-of-mouth and marketing campaigns. Awarded Top Retirement Plan Enroller of region within 10 months. Acquired 180 new clients for higher education segment in region in first year of employment.• Established promotional campaigns in new territories. Campaigns resulted in over 250 new client leads and 20 on-site events within 10 months. Client acquisition success accounted for meeting 15% of district goal for strategic group.• Awarded 2018 Platinum Advisor Award for exceeding regional sales goal through excellent customer service skills.• Presented workshops on retirement-related financial topics to groups ranging in size from one to 30.• Coached new employees to share best practices and foster teamwork. • Infiltrated new sales territory through collaboration with vendors
Assistant To Financial Advisor
• Initiated proactive communication to book of business, increasing client base by 12% yearly.• Developed client retention strategies that fostered collaboration with vendors. • Created advertisement distributions, such as wall fliers and emails, for educational seminars.
Events Department Intern
• Maintained administrative reports for departmental expenses, payments, and invoicing ensuring timely payments to vendors and positive company image.• Organized business development dinners and socials in multiple states via phone and email for all company departments within the company. Dinners and socials promoted positive company image continued profitability.
Employee Services Intern
• Facilitated move of 2200+ employees and office to new HQ location by directing professional movers all four move phases and making sure personal belongings and all furniture was accounted for in move.• Created employee feedback surveys and resolved customer complaints.• Developed process improvement surveys and reported findings to management resulting in increasingly fewer complaints with each move phase.• Designed employee information badge for new headquarters with updated contacts and location guidance.
Colleagues at Trinity Legacy Partners, LLC
Other employees you can reach at trinitylegacy.com. View company contacts for 5 employees →
Campbell Gibson
Colleague at Trinity Legacy Partners, LlcHouston, Texas, United States
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Larry Breck Bell, Cfp®
Colleague at Trinity Legacy Partners, LlcGreater Houston, United States
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Silvia Zwick
Colleague at Trinity Legacy Partners, LlcKaty, Texas, United States
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John Hunter
Colleague at Trinity Legacy Partners, LlcSpring, Texas, United States
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AM
Ali Mills, Cfp®
Colleague at Trinity Legacy Partners, LlcHouston, Texas, United States
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Lydia Liou education
Master Of Business Administration - Mba
Bachelor Of Science, Summa Cum Laude, Hospitality Administration/Management, 3.98
Frequently asked questions about Lydia Liou
Quick answers generated from the profile data available on this page.
What company does Lydia Liou work for?
Lydia Liou works for Trinity Legacy Partners, LLC.
What is Lydia Liou's role at Trinity Legacy Partners, LLC?
Lydia Liou is listed as Relationship Manager | Trinity Legacy Partners, LLC at Trinity Legacy Partners, LLC.
What is Lydia Liou's email address?
AeroLeads has found 1 work email signal at @trinitylegacy.com for Lydia Liou at Trinity Legacy Partners, LLC.
Where is Lydia Liou based?
Lydia Liou is based in Houston, Texas, United States while working with Trinity Legacy Partners, LLC.
What companies has Lydia Liou worked for?
Lydia Liou has worked for Trinity Legacy Partners, Llc, Usaa, University Of Houston, C.T. Bauer College Of Business, Valic, and Vinson & Elkins.
Who are Lydia Liou's colleagues at Trinity Legacy Partners, LLC?
Lydia Liou's colleagues at Trinity Legacy Partners, LLC include Campbell Gibson, Larry Breck Bell, Cfp®, Silvia Zwick, John Hunter, and Ali Mills, Cfp®.
How can I contact Lydia Liou?
You can use AeroLeads to view verified contact signals for Lydia Liou at Trinity Legacy Partners, LLC, including work email, phone, and LinkedIn data when available.
What schools did Lydia Liou attend?
Lydia Liou holds Master Of Business Administration - Mba from University Of Houston, C.T. Bauer College Of Business.
What skills is Lydia Liou known for?
Lydia Liou is listed with skills including Microsoft Office, Microsoft Word, Powerpoint, Customer Service, Research, Teamwork, Social Media, and English.
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