Taylor Yu Zhong
About Taylor Yu Zhong
Taylor Yu Zhong is a Senior Marketing Director at Transamerica, specializing in financial planning for high net worth clients. With a background in quantitative analysis from JP Morgan and consulting at Credit Suisse, he has been recognized as a top producer in North America.
Work at Transamerica
Taylor Yu Zhong has served as Senior Marketing Director at Transamerica since 2013. In this role, he has developed and implemented marketing strategies aimed at enhancing the company's financial planning services. His tenure at Transamerica spans 11 years, during which he has focused on building a diverse client base across multiple locations, including major cities in the United States, Canada, New Zealand, and China. Zhong's expertise in financial planning has allowed him to cater to high net worth clients, including billionaire families and hedge fund executives.
Previous Experience at JP Morgan
Prior to his current role, Taylor Yu Zhong worked at JP Morgan as a Quant from 2004 to 2009. During his five years at the firm, he was based at 270 Park Avenue in New York, NY. His experience at JP Morgan provided him with a strong foundation in quantitative analysis and financial modeling, which he later applied in his marketing and financial planning roles.
Consulting Role at Credit Suisse First Boston
Before joining JP Morgan, Taylor Yu Zhong worked as a Consultant at Credit Suisse First Boston from 1998 to 2004. He spent six years at the firm, operating from Eleven Madison Avenue and 5 World Trade Center in New York, NY. This role allowed him to gain valuable insights into the financial services industry and develop skills that would benefit his future career in marketing and client relations.
Education and Expertise
Taylor Yu Zhong holds a Bachelor of Science degree in Physics from Fudan University. His educational background in a quantitative field has equipped him with analytical skills that are essential in the financial services industry. This expertise has contributed to his success in providing financial planning services and working with high net worth clients.
Achievements in Financial Services
In 2017, Taylor Yu Zhong was recognized as one of the top 30 producers in North America, highlighting his effectiveness in the financial planning sector. Additionally, he has been ranked among the top 5 producers on the East Coast for financial planning and insurance services. His recognition in the industry reflects his commitment to delivering quality service to his clients.