Joseph Lin Email & Phone Number
Client Success - North America at Jacobi @ Jacobi
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Joseph Lin Location
- Los Angeles, CA, US
Joseph Lin Work
- 2023 -now Client Success - North America at Jacobi @
- 2021 -2023 Director of Client Success @
- 2017 -2021 Champion of Partner Success @
- 2016 -2016 Business Development Manager @ ZotacUSA Inc.
- 2006 -2015 Assistant Vice President @
Joseph Lin Education
- University of Redlands
Bachelor of Science (BS) (Global Business)
2003-2005
Joseph Lin Skills
- Global Securities Operations
- Business Analysis
- Productivity Improvement
- Cross-functional Team Leadership
- Client Specific Markets
- Client Service
- Strategic Operational Planning
- Project Management
- Business Process Re-engineering
- Mandarin
- Leadership
- Client Relations
- Sales
- Portfolio Management
- Business Process Re Engineering
- Business Development
- Investments
- Finance
- Strategy
- Financial Services
- Wealth Management
- Microsoft Office
- Global Client Management
- Microsoft Excel
- Asset Management
- Cross Functional Team Leadership
- Financial Analysis
- Management
- Trading
- Analytics
- Key Client Relationships
Joseph Lin Summary
- Joseph Lin, based in Los Angeles, CA, US, is currently a Client Success - North America at Jacobi at Jacobi. Joseph Lin brings experience from previous roles at YieldX Inc., AdvicePeriod, ZotacUSA Inc. and Citi. Joseph Lin holds a 2003 - 2005 Bachelor of Science (BS) in Global Business @ University of Redlands. With a robust skill set that includes Global Securities Operations, Business Analysis, Productivity Improvement, Cross-functional Team Leadership, Client Specific Markets and more. Joseph Lin has 4 emails and 1 mobile phone numbers on RocketReach.
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