Dj Zhang

DJ Zhang has a diverse work experience, starting with their current role as a Premier Sales Administrator II at Axos Bank since May 2022. In this position, DJ is responsible for growing the HNW Division and expanding the client base through daily interactions with complex clients. Their main responsibilities include managing the existing NRA client portfolio, sales pipeline, and incoming client applications, as well as cross-selling lending customers and enhancing the Private Client Relationship with the Consumer Deposit division in Axos Bank.

Prior to their role at Axos Bank, DJ worked as a Relationship Banker at Bank of America from September 2020 to May 2022. Before that, they worked as a Financial Representative at Pacific Advisors from October 2019 to September 2020. Prior to their experience in the United States, DJ held roles as a Finance Specialist at Beijing Jieyue United from August 2015 to July 2017, and as a Finance Intern at Beijing ETN from September 2013 to July 2015.

DJ Zhang completed a Master's degree in Banking and Finance at Cardiff University/Prifysgol Caerdydd from 2017 to 2018. Prior to that, they obtained a Bachelor of Business Administration - BBA in Accounting and Finance from Beijing Institute of Technology, graduating in 2016. In addition to their formal education, DJ Zhang has obtained several certifications, including the Nasdaq Advisor Academy: Digital Assets Course Certificate from Nasdaq Advisor Academy: Digital Assets in December 2022, an Accident And Health Agent certification from the California Department of Insurance in May 2020, and an NMLS certification from NMLS (with no specific month or year provided for the latter two certifications).