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
- 2025 -now Executive Director -- Commercial Card, Platform, Intelligence and Innovation @
- 2020 -2025 Managing Director, Head of Payment Analytics, Automation and Business Insights @
- 2019 -2020 Managing Director, Head of CCMT ( Payment Credit Underwriting and Analytics) @
- 2015 -2019 Director, Centralized Credit Management Team (CCMT) @
- 2008 -2015 Director @
- 2002 -2008 Sr. Investment Analyst @
Gerry Li Education
- University of Utah
Master's degree, Statistics (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
- Financial Statement Analysis
- Commercial Lending
- Credit Analysis
- Financial Modeling
- Fixed Income Research
- Investments
- Asset Management
- Data Analysis
- Portfolio Management
- Risk Management
- Basel II
- SAS
- Fixed Income Analysis
- Valuation
- Credit
- Banking
- Credit Risk
- R
- Fixed Income
- Financial Risk
- Bonds
- Capital Markets
- Finance
- Analysis
- Financial Analysis
- 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, Statistics in Statistics @ University of Utah. With a robust skill set that includes Financial Statement Analysis, Commercial Lending, Credit Analysis, Financial Modeling, Fixed Income Research and more. Gerry Li has 1 emails on RocketReach.
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