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Jason Liu
Jason Liu
Chief Growth Officer | Members Trust Company
Portland, Oregon, United States
Jason Liu
Summary
Jason Liu is a seasoned Chief Growth Officer with over 25 years of experience in the financial services sector, particularly in wealth management and investment advice. He has a proven track record of driving revenue growth and enhancing client relationships, particularly in affluent and high-net-worth segments. At MTC, he leads initiatives that integrate trust and estate planning with wealth management services, showcasing his strategic acumen. His leadership style emphasizes team-building and developing high-performing sales teams, often resulting in award-winning performances. Jason has held significant roles at major financial institutions, including U.S. Bank and J.P. Morgan, where he managed large teams and substantial assets. He is passionate about coaching others to achieve excellence and is recognized for his contributions to the industry.
Jason Liu
Work Experience
Chief Growth Officer at
Members Trust Company
July 2023 - Present
Executive - Wealth Management/Private Banking at
U.S. Bancorp
January 2023 - July 2023
National Director Sales Development & Training, Head of Wealth Planning at
Union Bank
January 2012 - January 2023
Senior Vice President- Senior Investment Manager at
J.P. Morgan
January 2010 - January 2012
Senior Vice President - Senior Regional Brokerage Manager at
Wells Fargo Advisors
January 2000 - January 2010
Financial Advisor at
UBS Group AG
January 1997 - January 2000
Jason Liu
Education
Frequently Asked Questions about Jason Liu
What is Jason Liu email address?
Jason Liu's primary email address is *********@memberstrust.com. To view the full verified email and additional contact details, sign up for free with Muraena.
What company does Jason Liu work for?
Jason Liu is a Chief Growth Officer at Members Trust Company, a company specializing in Other Financial Investment Activities.
Where Jason Liu graduated from?
Jason Liu holds a degree in Business Administration from Southern Adventist University.
How can I directly contact Jason Liu?
To contact Jason Liu directly, you can use the email address *********@memberstrust.com. Complete contact information is available upon registration with Muraena.
Who is Jason Liu?
Jason Liu is a seasoned Chief Growth Officer with over 25 years of experience in the financial services sector, particularly in wealth management and investment advice. He has a proven track record of driving revenue growth and enhancing client relationships, particularly in affluent and high-net-worth segments. At MTC, he leads initiatives that integrate trust and estate planning with wealth management services, showcasing his strategic acumen. His leadership style emphasizes team-building and developing high-performing sales teams, often resulting in award-winning performances. Jason has held significant roles at major financial institutions, including U.S. Bank and J.P. Morgan, where he managed large teams and substantial assets. He is passionate about coaching others to achieve excellence and is recognized for his contributions to the industry.
Jason`s contact details
*********@memberstrust.com
Colleagues
Chief Fiduciary & Planning Officer
Senior Vice President, Senior Fiduciary Officer and Fiduciary Counsel
Senior Vice President, Trust Operations & Client Success
Executive Vice President, Chief Administrative Officer, General Counsel
VP, Senior Investment Officer
Vice President/Trust Officer
SVP, Managing Director of Investments
Vice President, Wealth Development Advisor
Chief Fiduciary Officer
Chief People Officer