Jim Liu in

Jim Liu

Observer · DISC type ci
President at Innovative Investment
📍 Bellevue, Washington, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

Business priorities, areas of interest, and practical outreach recommendations that can improve conversion quality for this professional.

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Experience
14 Years
Current Role
President
Location
Bellevue, Washington, United States
Personality Overview

How Jim shows up

Assertive
Curious
Example Seeker

They often ask many questions and rely heavily on information and documentation. They can sound friendly and charming but can quickly change gears to become inquisitive and probing. They are generally strong communicators and are not easy to convince.

Priorities

Topics Jim cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
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Career

Work history

1-2023
President
Innovative Investment
1-2016
President
LWW
11-2013 - 8-2016
Product Manager
JPMorganChase
1-2012 - 10-2013
Project Manager/ Business Analyst
Alliant Insurance Services
1-2011 - 1-2012
Relationship Manager
Bank of America
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2012
Bachelor of Science - BS
University of Washington
Social presence
in
Behavioral profile

DISC profile (public)

c

Calculativeness (C)

Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.

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