Jin Liu | Private Wealth Associate

Jin Liu: As a Private Wealth Associate, Jin is responsible for establishing client relationships. Her primary focus is to service accounts, process client requests and onboarding. She works closely with Wealth Advisors to strengthen client relationships.

Prior to joining The Lerner Group, Jin worked for a Fortune 500 company and has over 10 years of experience as an accountant and internal audit professional. Jin is a native of China where she obtained a BA in Business Management from the Sichuan Agricultural University. After moving to the United States, Jin received her Master’s Degree in Accountancy from DePaul University. She is fluent in Mandarin and currently holds the Series 65.

Jin and her husband have two children, Abby and Chloe. She loves spending time with her family and enjoys trying different kinds of food.

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