For over five years Pinzi Liu worked in different jobs. Recently, Pinzi worked as a Licensed Insurance Agent in Insubuy, Inc developing required skills. This person graduated from Vlerick Business School in 2016 where this professional got all the necessary skills. This professional has all required skills for job, that is proven by particular certifications in General Line Agent For Life, Accident, Health and Hmo, Property and Casualty You can find this professional in Allen, Texas, where he is located nowadays. SoftwareOfficial has all the info you need to be in touch with Pinzi Liu, such as Pinzi's number or email. Feel free to send the request to get additional data.
Name variants:
Pinzi Liu
Last updated Aug 18, 2024
Contact Information
Workplace
Licensed Insurance Agent
Plano, TX
Industry
Insurance, Insurance Agent/Broker, Insurance Companies
Colleagues
Work History
Licensed Insurance Agent
4200 Mapleshade Ln SUITE 200, Plano, TX 75075
Customer service, Chinese translator, marketing
from May 2019
Independent Agent
11605 Woodley Ave, Granada Hills, CA 91344
P&C, health, and life insurance products sales
Jun 2018 — Feb 2019
Bank Relationship Manager
Participate in general ledger activities, e.g. reviewing general ledger accounts and bank accounts to ensure accuracy, updating monthly financial statements and reports, and reconciling gen...
Dec 2015 — Jul 2017
Wealth Manager
New clients acquisition, cultivating and maintaining customer relationships. - Recommending investment products and services that are suitable for prospects and clients based on their goals.
Oct 2015 — Dec 2015
Senior Relationship Manager
Participated in the publishing of Payment tools and methods in China (in Chinese).
Assisted China's third-party payment industry forums.
Data preparation for the national annual operation...
Jun 2014 — Sep 2014
Senior Relationship Manager
Maintain relationship with state central bank and Payment & Clearing Association of China
May 2012 — Jun 2014
Education
2014 — 2016
2009 — 2012
Occupations
Engineer
Customer Service
Insurance Agent
Sales Specialist
Client Service Officer
Writer
Translator
Accountant
Finance and Accounting Specialist
Sales Representative
Sales Agent
Bilingual Communications Specialist
Language Specialist
Accounting Bookkeeper
Bookkeeper
Skills
Investments
Financial Planning
Wealth Management
Financial Services
Financial Analysis
FAQs about Pinzi Liu
What's the profession of Pinzi Liu?
This professional's job is Licensed Insurance Agent
What jobs is Pinzi proficient at at?
The expert is a professional such jobs as Engineer and Customer Service.
Where does Pinzi Liu currently live?
Pinzi Liu lives in Allen, Texas.
How many companies did Pinzi Liu work at?
The professional worked at seven jobs.
Where has Pinzi Liu studied?
Pinzi studied at the Vlerick Business School from 2014 to 2016.
Are there any certifications Pinzi Liu has?
This expert received the following certifications: General Line Agent For Life, Accident, Health and Hmo, Property and Casualty.
What is the industry that Pinzi Liu worked in?
This professional works in Financial Services industry.
Are there any special skills Pinzi Liu has?
Pinzi has the following skills: Investments, Financial Planning, Wealth Management, Financial Services, and Financial Analysis.