Victoria Wong
Director of Operations for Financial Advisor, Juliana Xin and Team at Northwestern Mutual | New York, New York, United States
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Victoria Wong serves as the Director of Operations for Financial Advisor Juliana Xin and her team at Northwestern Mutual, where she plays a pivotal role in enhancing the operational efficiency and strategic direction of the financial planning services offered to clients. With a robust background in the financial services industry, Victoria leverages her expertise in recruiting, management, and daily operations to support the team's mission of helping clients achieve their financial goals through comprehensive strategies in savings, investments, retirement planning, and tax minimization.
In her current role, Victoria is instrumental in driving key projects that focus on improving financial literacy within communities and businesses. Her commitment to education and empowerment is reflected in initiatives that aim to demystify financial concepts and provide clients with the tools they need to seize their greatest opportunities. By utilizing her skills in negotiation, sales, and marketing strategy, she ensures that the team not only meets but exceeds client expectations.
Victoria's strong operational acumen is complemented by her certification in Meeting, Conference & Event Management from New York University, which enhances her capabilities in event planning and management. This expertise is particularly valuable as she oversees the organization of client engagement events and workshops designed to foster relationships and build trust within the community. With a keen eye for detail and a strategic mindset, Victoria Wong is dedicated to supporting the growth of her team and contributing to the overall success of Northwestern Mutual's mission in the financial services landscape.
Director of Operations for Financial Advisor, Juliana Xin and Team at Northwestern Mutual in November 2018 to Present
Operations Associate at Northwestern Mutual in June 2018 to October 2018
Lead Recruiter at Northwestern Mutual in September 2016 to June 2018
Event Manager at Freelance/Consultant in January 2008 to June 2018
Marketing Associate at VICI Enterprises, Inc. in August 2014 to August 2016
Franchise Owner | Travel Coordinator at JETA Escapes - a Cruise Planners Franchise in April 2013 to May 2015
Conference Center Coordinator at FLIK International at Goldman Sachs in July 2010 to July 2012
Accounting Assistant at Avenue Capital Group in March 2010 to July 2010
Administrative Assistant at CIT Group Inc. in August 2007 to February 2010
Account Associate of Event Services, Finance Administrator & Accounts Payable at Global Consulting Group in March 2004 to August 2007
Client Integrator at David Chin General Insurance Brokerage Inc. in August 2003 to February 2004
Customer Service at Citarella in October 2000 to July 2003
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Event Planning
Event Management
Microsoft Excel
Budgets
Fundraising
Marketing Communications
Outlook
System Administration
Management
Meeting Planning
Contract Negotiation
PowerPoint
Customer Service
Program Management
Microsoft Office
Accounting
Public Relations
Microsoft Word
Project Management
Corporate Events
Negotiation
Marketing
Social Media Marketing
Marketing Strategy
Social Media
Social Networking
Research
Sales
Microsoft Outlook
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Discover more about Northwestern MutualWhat is Victoria Wong email address?
Email Victoria Wong at [email protected] and [email protected]. This email is the most updated Victoria Wong email found in 2026.
What is Victoria Wong phone number?
Victoria Wong phone number is +12122277619 and +16466928257.
How to contact Victoria Wong?
To contact Victoria Wong send an email to [email protected] or [email protected]. If you want to call Victoria Wong try calling on +12122277619 and +16466928257. (updated on October 24, 2024)
What is Victoria Wong net worth?
Victoria Wong has an estimated net worth of $150,000 to $249,999
What company does Victoria Wong work for?
Victoria Wong works for Northwestern Mutual
What is Victoria Wong's role at Northwestern Mutual?
Victoria Wong is Director of Operations for Financial Advisor, Juliana Xin and Team
What industry does Victoria Wong work in?
Victoria Wong works in the Financial Services industry.
Victoria Wong Email Addresses
Victoria Wong Phone Numbers
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