Flourish
Joyce Liu serves as a Relationship Manager at Flourish since August 2023, contributing to the platform's innovative financial products for Registered Investment Advisors (RIAs). Prior to this role, Joyce excelled in residential real estate at William Raveis Real Estate, Mortgage & Insurance, achieving over $3 million in sales within the first year. Joyce's experience at FactSet included serving as a Wealth Management Specialist and leading training initiatives for high-profile clients like Merrill Lynch, significantly increasing user counts and generating substantial annual revenue. Previous internships in human resources at various companies, including GE Lighting and Elizabeth Arden, complemented Joyce's professional journey, while educational credentials consist of a Bachelor of Science in Management from the University of Connecticut and international study experiences.
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Flourish
Since 2017, Flourish has been on a mission to help advisors better serve clients and improve outcomes by delivering innovative, delightful, RIA-centric solutions for every aspect of clients’ financial lives. Through innovative technology, we give advisors access to new horizons, bringing additional options to the client portfolio and expanding advisors’ potential. Our efforts have resulted in partnerships with over 800 RIAs representing more than $1.5 trillion in assets under management. Flourish is wholly-owned by MassMutual. For more information, visit www.flourish.com.