Martin Liu
Computer Science role and Business Analyst /Project Manager/ IT, Management and Strategy Consulting | Financial Representative @ Undisclosed | Wealth Management, Legacy Planning, and more
- Role
- Financial Services Consultant at Transamerica
- Location
- Minneapolis, MN, US
- LinkedIn followers
- 500 followers
About Martin Liu
I’m a business and technology professional with a background in Computer Science and…
Experience
Financial Services Consultant
Jun 2022 — Present · CA, US
Led and mentored a team of 5, enhancing mentee marketing skills and coordinating digital/social media campaigns; achieved a 40% growth in online engagement and lead generation.•Successfully obtained a $2M life insurance policy through strategic planning and detailed client consultations, significantly enhancing the client\'s long-term financial stability and estate planning.•Nurtured and fortified reliable partnerships with top Fortune 500 finance companies as non-captive broker agencyWe are a non-captive broker agency, meaning we\'re partnered with some of the top Fortune 500 companies in the finance industry. We are also a subsidiary of Transamerica, one of the largest insurance and financial services companies in the United States. Since WFG\'s founding in 2001, every decision has been guided by our mission to help individuals create the life they want to live.
Education
Winona State University
Bachelor's degree, Computer Science
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