Gerry Li Email & Phone Number
Executive Director -- Commercial Card, Platform, Intelligence and Innovation @ Wells Fargo
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Gerry Li Location
- South Jordan, UT, US
Gerry Li Work
- Executive Director -- Commercial Card, Platform, Intelligence and Innovation @ (May 2025 - Present)
- Managing Director, Head of Payment Analytics, Automation and Business Insights @ (May 2020 - May 2025)
- Managing Director, Head of CCMT ( Payment Credit Underwriting and Analytics) @ (March 2019 - May 2020)
- Director, Centralized Credit Management Team (CCMT) @ (November 2015 - March 2019)
- Director @ (June 2008 - October 2015)
- Sr. Investment Analyst @ (September 2002 - May 2008)
Gerry Li Education
- University of Utah
Master's degree (Statistics)
2007-2009 - University of Utah
Master's degree (Finance, General)
2002-2003 - University of Utah
Bachelor of Science - BS (Management Information Systems, General)
2000-2002
Gerry Li Skills
- Analysis
- Analytical Skills
- Asset Management
- Banking
- Basel II
- Bonds
- Business Analysis
- Capital Markets
- Commercial Lending
- Credit
- Credit Analysis
- Credit Cards
- Credit Risk
- Credit Risk Management
- Credit Scoring
- Data Analysis
- Finance
- Financial Analysis
- Financial Modeling
- Financial Risk
- Financial Statement Analysis
- Fixed Income
- Fixed Income Analysis
- Fixed Income Research
- Investments
- Portfolio Management
- R
- Risk Management
- SAS
- Statistical Data Analysis
- Statistical Modeling
- Valuation
- Financial Services
- Analysts
- Services
- Financial Statement
- Strategy
- Regulatory
- Assessment
- Management
- Microsoft Excel
- Compliance
- Regulatory Compliance
Gerry Li Summary
- Gerry Li, based in South Jordan, UT, US, is currently a Executive Director -- Commercial Card, Platform, Intelligence and Innovation at Wells Fargo. Gerry Li brings experience from previous roles at Silicon Valley Bank and American Express. Gerry Li holds a 2007 - 2009 Master's degree in Statistics @ University of Utah. With a robust skill set that includes Analysis, Analytical Skills, Asset Management, Banking, Basel II and more. Gerry Li has 1 emails on RocketReach.
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