Maggie Liu

Role: Focus Partners
Location: Menlo Park, CA, US
LinkedIn followers: 500 followers

OtherView LinkedIn profile

Experience

Focus Partners
Present

Skills

Research
Microsoft Word
Leadership Development
Relationship Management
Financial Analysis
Time Management
English
Strategy
Insurance
Asset Management
Management
Team Building
Trading
Powerpoint
Microsoft Excel
Sales Management
Windows
Marketing
Series 63
Coaching
Portfolio Management
Equities
Loans
Leadership
Financial Planning
Finance
Retirement
Retirement Planning
Finra
Asset Allocation
Teamwork
Banking
Mutual Funds
Risk Management
Financial Services
Crm
Customer Service
Securities
Training
Public Speaking

Contact information

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Work email
m••••••••@focuspartners.com
Personal email
•••••@•••••.com
Direct dial
+14•••••••66

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Current company

Focus Partners

Financial Services · 1.8K employees · Clayton, Missouri, United States

Focus is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships. Through a comprehensive range of services, we work with clients at every stage, helping them control their financial future — whether that’s planning for retirement, preparing the next generation, or growing their business. We are dedicated to fostering meaningful growth for our clients. Our team of advisors works collectively to deliver personalized wealth planning strategies across local communities, placing our clients’ values, goals, motivations, and priorities at the heart of everything we do. Focus Partners Wealth is a registered investment adviser with the Securities and Exchange Commission. Registration does not imply any level of skill or training. Additional information about Focus Partners Wealth is also available on the SEC's website at www.adviserinfo.sec.gov.

focuspartners.com

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