Albert Li Email & Phone Number
Senior Director @ Petra Funds Group
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Albert Li Location
- Herriman, UT, US
Albert Li Work
- Senior Director @ (June 2024 - Present)
- VP of Finance and Controller @ (August 2022 - May 2024)
- Client Director @ (March 2022 - August 2022)
- Senior Fund Manager @ (September 2021 - March 2022)
- Manager @ (January 2016 - September 2021)
- Supervisor @ (January 2014 - December 2015)
- Analyst @ (May 2011 - December 2013)
- Accounting Intern @ The Real Estate Opportunity Capital Fund (October 2010 - June 2011)
- Resident Assistant (RA) @ (August 2008 - April 2009)
Albert Li Education
- University of Utah - David Eccles School of Business
MAcc (Accounting)
2013-2015 - Brigham Young University
BS (Accounting)
2005-2010
Albert Li Skills
- Accounting
- Axys
- Fund Accounting
- Financial Statements
- Fund Administration
- Microsoft Excel
- Advent Geneva
- General Ledger
- Private Equity
- Auditing
- SEC filings
- US GAAP
- Excel
- Visual Basic
- Management
- NAV Calculation
- Compilation Of Financial Statements
- Penny
- Investor Statement preparation and distribution
- Addepar
- Microsoft Office
- Financial Analysis
- PowerPoint
- Microsoft Word
- Public Speaking
- Leadership
- Microsoft PowerPoint
- PHY
- Strategic Planning
- Business Strategy
- Music
- Cultural Awareness
- Economics
- Written
- Letters
- Volleyball
- Strategy
- Philosophy
- Marketing Management
- World Affairs
- Cultural Heritage
- Geography
- Operations Management
- Organizational Effectiveness
- Real Estate
- Statistics
- Computer Proficiency
- Spreadsheets
- Management Accounting
- Capital
- Surveying
- Fin
- Mathematics
- Oral Communication
- Academic
- Student Leadership
- Analysis
- Calculus
- Financial Accounting
- Writing
- Residence
- Covenants
- Managerial Finance
- Finance
- Languages
- Taxations
- Code
- Banking
- Bus
- Advisement
- Credit
- Art
- Stat
- Religion
- Basketball
- Doctrine
- Rpt
- Science
- Fitness
- Introductory
- Commercial Litigation
- Lifestyle Management
- Social Sciences
- Applications
- Gospel
- Sunset
- Biology
- Pharmaceutical Industry
- Cost
- C
- Handling Money
- American
- Presentations
- Ethics
- Winter
- New Testament
- Students
- General Electric
Albert Li Summary
- Albert Li, based in Herriman, UT, US, is currently a Senior Director at Petra Funds Group. Albert Li brings experience from previous roles at Sepio Capital, Alter Domus and Strata Fund Solutions LLC. Albert Li holds a 2013 - 2015 MAcc in Accounting @ University of Utah - David Eccles School of Business. With a robust skill set that includes Accounting, Axys, Fund Accounting, Financial Statements, Fund Administration and more. Albert Li has 3 emails and 3 mobile phone numbers on RocketReach.
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