Will Liu Email & Phone Number

Cupertino, CA, US

Riding this 🚀 to become the universal platform for developers to build enterprise applications.

Burlington, Vermont, US

Gaingels is an LGBTQIA+/Allies private investment syndicate, and one of the largest and most active private investors dedicated to supporting diversity and inclusion within the venture capital ecosystem.To this day, we include over 2000 individual members, who are accredited investors interested in helping diversify the ecosystem and realize outstanding.

Waterloo, ON, CA

My clients were varied among the Global Fortune 100. They ranged from Banking & Insurance to Automotive and Pharmaceutical Suppliers. I supported each client by helping them develop the best in class digital identity solutions tailored fit for them so they could focus on what’s most important: Scaling and growing their businesses.Q1 2024 - Top Performer.

Miami, Florida, US

La Hulpe, Wallonia, BE

• Consistent top performer exceeding quarterly and yearly goals. Signed and closed the most number of corporates GLOBALLY for both FY 2018 and 2019. Names include Stryker, Walgreens, Albemarle, Tapestry, Seatgeek, KKR.
• Achieved 100% of Sales target by June 2019.
• Team lead for Midwest US Region group.
• Team lead for Strategic treasury management systems (TMS) partners - East Coast US.
• Expanded scope included being lead relationship manager for Midwest regional banks such as Key Bank, Comerica and Huntington National. North America Relationship manager for large internationals including ICBC, Bank of.

La Hulpe, Wallonia, BE

• In FY 2018, exceeded targets at year end by 112%.
• In FY 2017, exceeded targets at year end by 110%.
• Manage SWIFT's relationships with medium-sized corporates based in the Midwest US and the DC metro areas.
• Grew relationships as an advisor in managed territories assigned while signing significant Fortune 1000 companies to join SWIFT.
• Speaker at regional conferences including Windy City AFP, Greater Washington DC AFP and New England AFP. Topics included changes to ISO 20022 standards and SWIFT Global Payments Initiative (GPI) which allows for.

Jersey City, NJ, US

• Grew the North America Learning courses business by 18% YoY and expand into different areas and markets. For example, achieved eligibility for the Foundations in Risk Training program for US CPA and CFA Continuing.
• Ensured current institutions receive a well rounded education program specifically tailored for their individual and employee's needs.

New York, NY, US

• Treasury Sales representative with specific focus on Consumer, Retail and Pharmaceutical Fortune 500 companies.
• Applied Liquidity product knowledge to assume a leading role in client visits, call preparation, customer research, pricing and profitability models.
• Create strategies to better understand client needs and further business development.
• Act as client liaison for internal product partners, client service managers, operations and corporate bankers.
• Leverage liquidity subject matter expertise to take lead in client facilitated bids and requests for pricing/information (RFP/RFI) solution development.
• Mentor junior associates and analysts

New York, NY, US

• Provided liquidity products expertise and client advisory solutions specifically focused towards North American based large corporate clients, covering six broad based industries that contain many of the world's.
• Worked with Large Corporate Relationship Managers on a daily basis to create ad-hoc analysis to quantify the market opportunity for applicable client segments & specific clients.
• Developed and created segment-specific pitch books and client-specific proposals for the Liquidity space and participated on deal teams.
• Developed and maintained accurate and reliable analytics to identify and report Liquidity share of wallet across the market/client, products and businesses within J.P. Morgan's Treasury Division.
• Developed and assisted in implementing client 'feedback loops' to identify emerging needs and trends that then inform the product development process.
• Worked in conjunction with specific product managers to develop mechanisms to assess product competitiveness and install appropriate methodology to address gaps.

New York, NY, US

• Created a Membership Rewards and AmEx Business Insights Targeting Analysis to score existing or potential Fee Based Revenue (FBR) accounts for sell-in opportunities. This analysis was shared with the Client Management.
• Assisted in the creation of a Portfolio Optimization Dashboard that allowed Client Managers to identify accounts within their portfolios that would be better managed in other portfolios depending on specialization.
• Spearheaded projects for AmEx's high growth Latin America division by analyzing industry trends, growth and charge volume. The analysis created helped identify geographies and industries within Latin America that had.
• Developed a "4-box approach" analysis for 4,000 potential high risk accounts in Merchant Services. The 4-box approach gauged a variety of factors including an account’s degree of Risk and Opportunity by identifying key.

New York, NY, US

• Leveraged competitive intelligence information to provide consultative and strategic pricing support to the US Commercial Card Business Development and Account Development teams while protecting profitability for the.
• Reviewed Pricing agreements and contracts to ensure accuracy and mitigate risk to the firm. In the process, developed and nurtured relationships with members of the Global Contracts Team.
• Created a “Total Value Analysis” that measured the effectiveness of all cash incentives given out to grow charge volume business for all Global Commercial Card customers. The analysis will be used to drive Commercial.