Ellen Li Email & Phone Number

Estate and Financial Planning Director @ Sun Life Financial

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Ellen Li Location

Tacoma, WA

Ellen Li Work

2022 - now Estate and Financial Planning Director @
2019 - 2022 Estate and Financial Planning Specialist @
2016 - 2019 Consultant @ Financial Planning
2012 - 2016 Director @ Ruby Financial Services Company Ltd.
2011 - 2012 Vice President @ Barclays Bank PLC Hong Kong
2007 - 2011 Managing Director, Scotiatrust (Asia) Ltd. @
2004 - 2007 Senior Financial Consultant @ MD Management
2001 - 2003 Investment Consultant @
1998 - 2000 IR and IRD @

Ellen Li Education

Advocis, The Financial Advisors Association of Canada
(CLU)
2018 - 2019
Family Offices Group
QFOP
2017 - 2018
The Society of Trust and Estate Practitioners
TEP
2008 - 2010
Financial Planning Standards Council
CFP
2003 - 2004
Bowling Green State University
MA (Economics)
1993 - 1995

Ellen Li Summary

Ellen Li, is currently a Estate and Financial Planning Director at Sun Life. Ellen Li brings experience from previous roles at Sun Life, Financial Planning, Ruby Financial Services Company Ltd. and Barclays Bank PLC Hong Kong. Ellen Li holds a 2018 - 2019 Advocis, The Financial Advisors Association of Canada. Ellen Li has 4 emails and 2 mobile phone numbers on RocketReach.

Ellen Li Emails

Found 4 emails

Ellen Li Phone Numbers

Found 3 phone numbers

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Top Sun Life Financial Employees

David Munroe

Vice President Strategy and Enablement, Sun Life Canada

Toronto, ON, CA

sunlife.com
sunlife.co.uk

+1 331XXXX
+1 613-267-XXXX
+1 613-268-XXXX
...

Gregory. Kwan

Vice President, Enterprise and Corporate Risk Management

Toronto, ON, CA

gmail.com
sunlife.com
sunlife.co.uk

+1 416-979-XXXX
+1 510-651-XXXX

Sloane Litchen

Senior Vice-President and General Counsel, Sun Life Canada

Toronto, ON, CA

sunlife.com
gmail.com
sunlife.co.uk

+1 416-204-XXXX
+1 416-605-XXXX
+1 331XXXX
...

Milos Vranesevic

Senior Vice President, Chief Client Experience and Marketing Officer

Toronto, ON, CA

hotmail.com
sunlife.com
sunlife.co.uk

+1 914-249-XXXX
+1 416-365-XXXX
+1 416-459-XXXX
...

Monika Comazzi

Managing Director

Toronto, ON, CA

sunlife.com
gmail.com
sunlife.co.uk

+1 416-606-XXXX

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