Frank Liu

Real Estate Private Equity Fund Manager at GPI
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Contact Information
us****@****om
(386) 825-5501
Location
Houston, Texas, United States, US
Languages
  • English Professional working proficiency
  • Chinese Native or bilingual proficiency
  • Shanghainese Native or bilingual proficiency

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Credentials

  • Level II of the CFA Program
    CFA Institute
    Aug, 2019
    - Nov, 2024
  • SAS Certified Base Programmer for SAS 9
    SAS
    Feb, 2016
    - Nov, 2024

Experience

  • GPI Investment
    • United States
    • Venture Capital and Private Equity Principals
    • 1 - 100 Employee
    • Real Estate Private Equity Fund Manager
      • Feb 2020 - Present

  • New York Life Insurance Company
    • United States
    • Financial Services
    • 700 & Above Employee
    • Data Analyst
      • May 2016 - Oct 2018

  • New York Life Insurance Company
    • United States
    • Financial Services
    • 700 & Above Employee
    • Internship
      • Aug 2015 - Sep 2015

      • Ran predictive analysis of monthly insurance sales based on both current and historical sales record and recommended monthly goals for each general office • Obtained the difference between expected sales and actual sales to notify and motivate general managers • Evaluated and fine-tuned marketing strategies for each general office with on-going sales performance in order to help them to achieve monthly insurance sales goals • Analyzed and programmed 5,000 agent sales data to rate and set up agents’ level Show less

  • PING AN
    • China
    • Financial Services
    • 700 & Above Employee
    • Internship
      • Jul 2013 - Sep 2013

      • Analyzed historical sales data with regression analysis and recommended changes. The recommended changes resulted in a 16% sales improvement • Tracked and reported sales activities on a daily basis and preprocessed the raw data for further analysis • Coordinated morning meetings and summarized meeting contents and takeaways for management • Analyzed historical sales data with regression analysis and recommended changes. The recommended changes resulted in a 16% sales improvement • Tracked and reported sales activities on a daily basis and preprocessed the raw data for further analysis • Coordinated morning meetings and summarized meeting contents and takeaways for management

  • PING AN
    • China
    • Financial Services
    • 700 & Above Employee
    • Internship
      • Jul 2011 - Aug 2011

      • Evaluated performance for General Agency Offices by organizing company staff datasets and analyzing metrics such as labor attrition rate and premium and collaborated with managers to set monthly goals • Created and managed a database of company related news through web search and newspapers • Developed strategic marketing plan for VIP customers and participated in a special gift campaign targeting 300,000 plus VIP clients • Evaluated performance for General Agency Offices by organizing company staff datasets and analyzing metrics such as labor attrition rate and premium and collaborated with managers to set monthly goals • Created and managed a database of company related news through web search and newspapers • Developed strategic marketing plan for VIP customers and participated in a special gift campaign targeting 300,000 plus VIP clients

Education

  • Columbia University in the City of New York
    Master of Arts (M.A.), Statistics
    2014 - 2015
  • University of Washington
    Bachelor of Arts (B.A.), Mathematics and Economics
    2010 - 2014

Community

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