Daqian Liu
Sioux Falls,South Dakota
Summary
Strategic in financial management, thrive on maximizing productivity and efficiency in task completion. Skilled in budgeting, risk assessment, and strategic planning. Excel at communication, problem-solving, and leadership, ensuring seamless operations and team synergy.
Overview
2
2
years of professional experience
1
1
Certification
Work History
Senior Trust Officer
Life Insurance Trust Company, LLC
Sioux Falls, SD
04.2024 - Current
- Ensured compliance with all regulatory requirements relating to trusts.
- Maintained accurate records of all transactions involving trusts and estate accounts.
- Communicated regularly with clients, trustees, attorneys, bankers, and advisors regarding changes in trust status or other relevant information.
Trust Officer
Life Insurance Trust Company, LLC
Sioux Falls, SD
03.2023 - 04.2024
- Participated in meetings with clients, trustees, attorneys, advisors when needed.
- Performed periodic reviews of existing investments to identify potential risks or opportunities for improvement.
- Maintained regular performance appraisals for subordinates through verbal, written and on-going review programs.
Trust Administrator
Life Insurance Trust Company, LLC
Sioux Falls, SD
10.2022 - 03.2023
- Drafted correspondence related to trust transactions or distributions.
- Collaborated with internal teams to develop comprehensive solutions for clients' wealth management needs.
- Advised trustees on fiduciary responsibilities under state law.
Education
MBA - Management Science
Augustana University
Sioux Falls, SD01-2024
Bachelor of Arts - Finance, Economics, Business Administration
Augustana University
Sioux Falls, SD 01-2022
Skills
- Discretion and confidentiality
- Strategic thinking capacity
- Tax law proficiency
- Trust management expertise
- Risk assessment
- Asset allocation acumen
Certification
- Accredited Investment Fiduciary (AIF®)
- Financial Modeling & Valuation Analyst (FVMA®)
- Capital Markets & Securities Analyst (CMSA®)
- Financial Planning & Wealth Management Professional (FPWMP®)
- Insurance Producer
Languages
English
Native/ Bilingual
Chinese (Mandarin)
Native/ Bilingual
Timeline
Senior Trust Officer
Life Insurance Trust Company, LLC
04.2024 - Current
Trust Officer
Life Insurance Trust Company, LLC
03.2023 - 04.2024
Trust Administrator
Life Insurance Trust Company, LLC
10.2022 - 03.2023
MBA - Management Science
Augustana University
Bachelor of Arts - Finance, Economics, Business Administration
Augustana University
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