Yitong Liu
About Yitong Liu
Yitong Liu is an Insurance Representative at Transamerica, where he has worked since 2015. He holds an MBA from Brescia University and has a diverse background in finance, tutoring, and client services.
Work at Transamerica
Yitong Liu has been employed at Transamerica as an Insurance Representative since 2015. In this role, Liu has accumulated over eight years of experience in helping clients achieve their retirement goals. The position involves providing clients with tailored insurance solutions and financial advice, contributing to their long-term financial security. Liu operates in the Evansville, Indiana area, where the representative's expertise in insurance and finance supports a diverse client base.
Education and Expertise
Yitong Liu holds a Master of Business Administration (MBA) from Brescia University, where studies focused on Finance and Financial Management Services from 2015 to 2017. Prior to this, Liu earned a Bachelor's Degree in Business Administration and Management from Kentucky Wesleyan College, studying from 2012 to 2014. Additionally, Liu has a Bachelor's Degree in English Translation from Shaoyang University, completed from 2010 to 2014. This educational background provides a strong foundation for Liu's work in the insurance industry.
Background
Before joining Transamerica, Yitong Liu gained experience in various roles. Liu worked as a Student Tutor at Kentucky Wesleyan College from 2013 to 2014 and served as a Tax Professional at H&R Block for four months in 2014. Liu also held positions as a Scholarship Raiser and a Cashier at Sodexo during the same period. These roles contributed to developing organizational skills and client interaction capabilities.
Achievements
Yitong Liu has successfully helped clients achieve their retirement goals for over eight years in the insurance sector. The combination of educational qualifications and practical experience in various roles has equipped Liu with the skills necessary to provide valuable financial guidance. Liu's strong organizational skills and warm demeanor enhance client interactions, fostering a positive environment for financial planning.