Joseph Liu Email & Phone Number
Founder | Wealth Management Financial Advisor @ Northwestern Mutual
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Joseph Liu Location
- California, United States
Joseph Liu Work
- 2024 -now Founder | Wealth Management Financial Advisor @
- 2020 -2024 Founder | Advisor @
- 2023 -2023 President and CEO @
- 2021 -2023 Chief Revenue Officer @
- 2014 -2020 SVP, General Manager, Partnership and Sales Management @
- 2011 -2014 VP and General Manager @
- 2008 -2011 VP and Chief Marketing Officer @
- 2005 -2008 Consumer Financial Services Marketing Leader @
- 2002 -2005 Strategic Initiatives and Co-Brand Bankcard Product @
- 1999 -2002 Audit Manager, Corporate Audit Staff @
- 1998 -1999 Six Sigma Black Belt, Manufacturing Operations @
- 1996 -1997 Product Engineer, Manufacturing Operations @
Joseph Liu Education
- Ge John F. Welch Learning Development Center (Crotonville)
(Management)
2011-2011 - University of Alabama at Birmingham
Master Of Business Administration
1995-1996 - Washington U
Bachelor Of Science (Chemical Engineering)
1989-1993 - Stanford University
(Leadership, Education)
- United States Military Academy
(Leadership)
Joseph Liu Skills
- New Business Development
- Management Consulting
- Venture Capital
- Startups
- P&L Management
- Strategic Partnership Development
- Business Transformation
- Six Sigma
- Change Management
- Strategic Planning
- Risk Management
- Financial Services
- Operational Excellence
- Portfolio Management
- Product Management
- Acquisition Integration
- Business Development
- Customer Experience
- Product Marketing
- Client Management
- B2B
- Payments
- Business Strategy
- Strategy
- Program Management
- Sales
- Operations Management
- Consumer Lending
- Product Launch
- Process Optimization
- Project Management
- Sales Management
- Banking
- Executive Management
- Contract Negotiation
- Organizational Leadership
- Leadership
- Management
- Cross-functional Team Leadership
- Management Development
- Process Improvement
- Consumer Marketing
- Customer Value Proposition
- Payments Technology
- Strategy & Implementation
- Financial Technology
- Data Analytics
- Value Proposition Design
- Go-to-Market Planning & Execution
- Black Belt
- Customer Value Creation
- Turn Around Management
- Consumer Financing
- Marketing
- Product Development
- Integration
- Analytics
- Business Process Improvement
- Marketing Strategy
- Commercial Excellence
- Product Commercialization
- Income Tax
- ESI
- Professional Tax Compliance
- Recruitment
- Temping/Staffing
- Payroll Processing
- Cross Functional Team Leadership
- Managing Pf
- Services
Joseph Liu Summary
- Joseph Liu, based in California, United States, is currently a Founder | Wealth Management Financial Advisor at Northwestern Mutual. Joseph Liu brings experience from previous roles at Windsor Growth Advisors, Zebit and Synchrony. Joseph Liu holds a 2011 - 2011 Ge John F. Welch Learning Development Center (Crotonville). With a robust skill set that includes New Business Development, Management Consulting, Venture Capital, Startups, P&L Management and more. Joseph Liu has 4 emails and 4 mobile phone numbers on RocketReach.
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