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Jason Liu

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Jason Liu

Chief Growth Officer | Members Trust Company

Portland, Oregon, United States

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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.

General

Specialist

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Leadership Development

Organisational experience

Corporate Experience

Jason Liu

Work Experience

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Chief Growth Officer at

Members Trust Company

July 2023 - Present

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Executive - Wealth Management/Private Banking at

U.S. Bancorp

January 2023 - July 2023

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National Director Sales Development & Training, Head of Wealth Planning at

Union Bank

January 2012 - January 2023

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Senior Vice President- Senior Investment Manager at

J.P. Morgan

January 2010 - January 2012

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Senior Vice President - Senior Regional Brokerage Manager at

Wells Fargo Advisors

January 2000 - January 2010

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Financial Advisor at

UBS Group AG

January 1997 - January 2000

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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

mail

*********@memberstrust.com

Colleagues

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Brown Jd

Chief Fiduciary & Planning Officer

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Tamara Pataky Kidd

Senior Vice President, Senior Fiduciary Officer and Fiduciary Counsel

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Kristin Hosack

Senior Vice President, Trust Operations & Client Success

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Neil Archibald

Executive Vice President, Chief Administrative Officer, General Counsel

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Sharon Giuffre Cfa Cap

VP, Senior Investment Officer

Judy Monteleone

Vice President/Trust Officer

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Katherine Braddock

SVP, Managing Director of Investments

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Kathleen Miller Ctfa Atfa

Vice President, Wealth Development Advisor

Denise Giansante

Chief Fiduciary Officer

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Sphrshrm-Cp Crystal Riganati

Chief People Officer

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