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Jian Lin

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Jian Lin

Vice President, Senior Tactical Strategist | Destination Wealth Management

Walnut Creek, California, United States

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Jian Lin

Summary

Jian Lin is a seasoned Vice President and Senior Tactical Strategist at Destination Wealth Management, specializing in financial analysis and strategic planning within the monetary authorities sector. With a robust background in data analysis and project management, Jian has honed his skills over a decade-long tenure at the same firm, showcasing a commitment to long-term organizational goals. His academic foundation in Communication and Film from the University of Massachusetts, Amherst, complements his analytical prowess, allowing him to approach business challenges with a unique perspective. Jian's journey from an Administrative Assistant to a leadership role illustrates his professional growth and adaptability in the financial services industry. He is known for leveraging technology, such as Bloomberg Terminal and SQL, to drive data-informed decisions. Outside of work, his interests likely include exploring the intersections of finance and media, reflecting his diverse educational background.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Emerging Technologies

Leadership Development

Innovation

Organisational experience

Corporate Experience

Jian Lin

Work Experience

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Vice President, Senior Tactical Strategist at

Destination Wealth Management

April 2023 - Present

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Senior Tactical Strategist at

Destination Wealth Management

January 2019 - April 2023

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Tactical Strategy Associate at

Destination Wealth Management

August 2016 - January 2019

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Investment Team Assistant at

Destination Wealth Management

December 2012 - August 2016

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Process Analyst at

Destination Wealth Management

January 2012 - December 2012

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Manager at

J And Y Food

January 2011 - October 2011

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Sales/Marketing Supervisor at

NANO PACIFIC COMPANY LIMITED

April 2009 - December 2010

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Marketing Assistant at

Town Sky

November 2008 - April 2009

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Billing Clerk at

Aviva

July 2006 - September 2007

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Film Studies Intern at

University of Massachusetts Amherst

February 2006 - May 2006

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Administrative Assistant at

University of Massachusetts Amherst

September 2004 - May 2006

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Jian Lin

Education

University of Massachusetts Amherst, Bachelor Of Arts

January 2002 - January 2006

Frequently Asked Questions about Jian Lin

What is Jian Lin email address?

Jian Lin's primary email address is ****@destinationwm.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Jian Lin work for?

Jian Lin is a Vice President, Senior Tactical Strategist at Destination Wealth Management, a company specializing in Monetary Authorities-Central Bank.

Where Jian Lin graduated from?

Jian Lin holds a degree in Communication, Film, Chinese from University of Massachusetts Amherst.

How can I directly contact Jian Lin?

To contact Jian Lin directly, you can use the email address ****@destinationwm.com. Complete contact information is available upon registration with Muraena.

Who is Jian Lin?

Jian Lin is a seasoned Vice President and Senior Tactical Strategist at Destination Wealth Management, specializing in financial analysis and strategic planning within the monetary authorities sector. With a robust background in data analysis and project management, Jian has honed his skills over a decade-long tenure at the same firm, showcasing a commitment to long-term organizational goals. His academic foundation in Communication and Film from the University of Massachusetts, Amherst, complements his analytical prowess, allowing him to approach business challenges with a unique perspective. Jian's journey from an Administrative Assistant to a leadership role illustrates his professional growth and adaptability in the financial services industry. He is known for leveraging technology, such as Bloomberg Terminal and SQL, to drive data-informed decisions. Outside of work, his interests likely include exploring the intersections of finance and media, reflecting his diverse educational background.

Jian`s contact details

mail

****@destinationwm.com

Colleagues

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Preetika Pande

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Michael Yoshikami

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Elaine Lugo Cfp

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Cfp Chris Eagles-Smith

Senior Vice President & Senior Partner - Wealth Management Services

Craig Bigelow Cfp

Vice President, Wealth Management Services

Jessica Coy

SVP, Chief Compliance Officer, HR Manager

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Caroline Egan

Senior Vice President, Wealth Strategy

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David Rairden Cfp

Vice President - Wealth Management Services

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