2021 -2023 Vice President-Private Wealth Advisor II at MUFG Union Bank @
2019 -2021 Vice President and Sr. Branch Manager @
2012 -2019 Vice President and Cluster Manager @
2009 -2012 Vice President and Senior Relationship Manager @
2007 -2009 Vice President and Private Banker @
2004 -2007 Vice President and Regional Private Banker III @
2002 -2004 Vice President and Regional Investment Manager @
1999 -2002 Vice President and Premier Banking Manager @
Johnny Liu Education
College of Financial Planning
PFP (College of Financial Planning)
2002-2004
UC Irvine
B.S. (Molecular Biology and Biochemistry)
1995-1999
Johnny Liu Skills
Microsoft Excel
Portfolio Management
Banking
Investments
Credit Analysis
Mortgage Lending
Retail Banking
Consumer Lending
Loan Origination
Credit
Series 7
Small Business Lending
Microsoft Office
Loans
Credit Risk
Team Building
Customer Service
Wealth Management
Commercial Banking
Public Speaking
Team Leadership
Social Media
Branding and Identity
Video Editing
Photoshop
Social Media Marketing
HTML
Java
Web Design
Leadership
Adobe Photoshop
Johnny Liu Summary
Johnny Liu, based in United States, is currently a Senior Vice President - Private Wealth Management Consultant at U.S. Bank. Johnny Liu brings experience from previous roles at MUFG Union Bank, N.A. and HSBC. Johnny Liu holds a 2002 - 2004 PFP in College of Financial Planning @ College of Financial Planning. With a robust skill set that includes Microsoft Excel, Portfolio Management, Banking, Investments, Credit Analysis and more. Johnny Liu has 2 emails and 4 mobile phone numbers on RocketReach.
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