Joyce Liu
Relationship Manager @Flourish
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WORK HISTORY
Relationship Manager @Flourish
New York, NY, US
The Flourish platform provides innovative access to financial products that help RIAs secure their clients’ financial futures. We work with RIAs and have more than $8B in assets under custody on the platform.
EDUCATION
University of Connecticut
Bachelor of Science (B.S.), Management
SKILLS
ABOUT JOYCE LIU
As an experienced relationship manager and sales specialist in wealth management, I bring a unique blend of expertise to the financial services industry. I have developed a diverse skill set that enables me to deliver exceptional client service. I have a proven track record of engaging and retaining clients, leading successful software trials, and overseeing software transitions at some of the largest banks in the US and Canada. As a strategic thinker with strong communication, attention to detail and problem solving skills, I am always thinking ahead to anticipate client needs.
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