Cathleen Li Email & Phone Number
Senior Research Associate @ Gifford Fong Associates
5 free lookup(s).
Cathleen Li Location
- Lafayette, CA, US
Cathleen Li Work
- 2022 - now Senior Research Associate @
- 2021 - 2022 Research Associate @
- 2016 - 2021 Research Analyst @
- 2015 - 2016 Account Manager and Analyst @ Select Advisors & Co.
- 2014 - 2014 Account Representative @ Team TAG -(a subsidiary of Cydcor)
Cathleen Li Education
- Pepperdine University, The George L. Graziadio School of Business and Management
Dual Degree- M.S. of Applied Finance and Global Business
2013 - 2015 - University of Wisconsin-Eau Claire
Bachelor of Business Administration (B.B.A.) (Marketing/Marketing Management, General)
2010 - 2012 - Jinan University
Bachelor of Business Management (Business Administration and Management, General)
2008 - 2010
Cathleen Li Skills
- Risk Management
- Environmental, Social, and Governance (ESG)
- Valuation Modeling
- Problem Solving
- ESG
- Financial Market
- Fixed Income Analysis
- Asset Management
- Financial Analysis
- Financial Modeling
- Data Analysis
- Investments
- Business Strategy
- Finance
- statistics
- Economics
- Fixed Income
- Equities
- Market Research
- Portfolio Management
- Corporate Finance
- Business Analysis
- Due Diligence
- Pivot Tables
- Financial Markets
- Econometrics
- Statistical Data Analysis
- Investment Management
- R
- Visual Basic for Applications (VBA)
- Matlab
- Microsoft Excel
- Microsoft Office
- Microsoft SQL Server
- SQL
- Databases
- PostgreSQL
- Tableau
- Leadership
- Training
- Customer Service
- Communication
- Portfolio Performance Analysis
- Performance Attribution
- Excel Models
- Financial Risk Management
- Datasets
- Asset Allocation
- Qualitative & Quantitative Research Methodologies
- Investment Research
- Marketing Communications
- Financial Reporting
Cathleen Li Summary
- Cathleen Li, based in Lafayette, CA, US, is currently a Senior Research Associate at Gifford Fong Associates. Cathleen Li brings experience from previous roles at Gifford Fong Associates, Select Advisors & Co. and Team TAG -(a subsidiary of Cydcor). Cathleen Li holds a 2013 - 2015 Dual Degree- M.S. of Applied Finance and Global Business @ Pepperdine University, The George L. Graziadio School of Business and Management. With a robust skill set that includes Risk Management, Environmental, Social, and Governance (ESG), Valuation Modeling, Problem Solving, ESG and more. Cathleen Li has 2 emails and 1 mobile phone numbers on RocketReach.
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