Jeffrey Li Email
Wealth Management Associate @ Theorem Wealth an MForce Capital Partner
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Jeffrey Li Location
- Richardson, TX, US
Jeffrey Li Work
- 2025 -now Wealth Management Associate @
- 2025 -2025 Auto Finance Summer Analyst @
- 2024 -2025 Client Development Manager @
Jeffrey Li Education
- Naveen Jindal School of Management, UT Dallas
Bachelor of Science - BS (Finance)
2023-2027 - The London School of Economics and Political Science (LSE) 2025-2025
Jeffrey Li Summary
- Jeffrey Li, based in Richardson, TX, US, is currently a Wealth Management Associate at Theorem Wealth an MForce Capital Partner. Jeffrey Li brings experience from previous roles at Ally and OptimalShip. Jeffrey Li holds a 2023 - 2027 Bachelor of Science - BS in Finance @ Naveen Jindal School of Management, UT Dallas. Jeffrey Li has 1 emails on RocketReach.
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