Allison Li's Location
Boston, MA, US
Allison Li's Work
- Technical Operations Manager @ BNY Mellon | Eagle Investment Systems
- Officer, Investment Specialist II @ U.S. Trust
- Portfolio Administrator @ Eaton Vance
- Client Service Representative @ State Street
- Operations Specialist @ State Street
Allison Li's Education
- Babson F.W. Olin Graduate School of Business
Master of Business Administration (Business Analytics and Entrepreneurship)
- University of Massachusetts Boston
Bachelor of Science (Finance)
Allison Li's Skills
- Bloomberg
- Mutual Funds
- Financial Services
- Factset
- Customer Relationship Management
- Asset Allocation
- Account Portfolio Management
- Trust Services
Allison Li's Summary
Allison Li, based in Boston, MA, US, is currently a Technical Operations Manager at BNY Mellon | Eagle Investment Systems, bringing experience from previous roles at U.S. Trust, Eaton Vance and State Street. Allison Li holds a Master of Business Administration in Business Analytics and Entrepreneurship @ Babson F.W. Olin Graduate School of Business. With a robust skill set that includes Bloomberg, Mutual Funds, Financial Services, Factset, Customer Relationship Management and more, Allison Li contributes valuable insights to the industry. Allison Li has 2 emails on RocketReach.
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