Welcome & Introductions

Hi everyone! I'm Jiajie "Michael" Yuan, based in Los Angeles. My background includes 12 years in the automotive industry (2 years in PM and 10 years in purchasing and supply chain management), as well as 7 years in personal financial service industry. I hold a master's degree in engineering from Tongji University and an MBA in finance & supply chain management from Michigan State University.

Today, I focus on helping families identify financial blind spots, simplify complex decisions, and build toward their long-term goals. I'm especially interested in entrepreneurship, leadership, and how AI can support financial education and meaningful human connections. Outside of work, I enjoy golfing and spending time with my wife and our two children. I'm excited to connect with fellow BGS members, exchange ideas, and explore opportunities to learn and collaborate!

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Jiajie (Michael) Yuan
Insurance Agent, RR, IAR
Transamerica Financial Advisors LLC
Los Angeles, CA
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Hi Jiajie - it’s nice connecting with you. I am also based in LA area.

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Marlon Flores
Audit Partner
Los Angeles, Las Vegas, Phoenix
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Hi Jiajie. Welcome to Beta Gamma Sigma! It's wonderful to have someone with your level of experience joining our organization. Since you mentioned an interest in AI, I thought I would plug our upcoming BGS Virtual Cafe that will have several breakout discussions based around AI in the workplace. You can check out more information about it here. 

If you ever have any questions, please feel free to reach out and the BGS staff will do our best to answer.

Looking forward to seeing you on ConnectBGS and in our future events.

Best,

Matt

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Matt Plodzien
Director, Marketing and Partnerships
Beta Gamma Sigma
St. Louis, MO
mplodzien@betagammasigma.org
Beta Gamma Sigma
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