Jerome Li Email
Senior Wealth Advisor and Portfolio Manager @ Thane Stenner - Stenner Wealth Partners+
Jerome Li's Location
Vancouver, BC, CA
Jerome Li's Work
- Senior Wealth Advisor and Portfolio Manager @ Thane Stenner - Stenner Wealth Partners+
- Managed Accounts Supervisor @ CG Wealth Management Canada
- Product Specialist @ CG Wealth Management Canada
- Portfolio Manager and Senior Analyst @ Capstone Asset Management Inc.
- Portfolio Manager @ Noah Canada Wealth Management Limited
- Chief Compliance Officer @ Noah Canada Wealth Management Limited
- Head of Institutional Business Development @ Noah Canada Wealth Management Limited
- Chief Compliance Officer @ Noah Canada Insurance Services Ltd.
- Portfolio Risk Supervisor @ Raymond James Ltd.
- Senior Licensed Assistant @ Raymond James Ltd.
Jerome Li's Education
- CFA Institute2016 - 2018
Jerome Li's Skills
- Analytical Thinking
- Portfolio Management
- Client Relations
- Entrepreneurship
- Marketing Strategy
- B2b
- Business Development
- Securities
- Options
- Mutual Funds
Jerome Li's Summary
Jerome Li, based in Vancouver, BC, CA, is currently a Senior Wealth Advisor and Portfolio Manager at Thane Stenner - Stenner Wealth Partners+, bringing experience from previous roles at CG Wealth Management Canada, Canaccord Genuity Wealth Management Canada, Capstone Asset Management Inc. and Noah Canada Wealth Management Limited. Jerome Li holds a 2016 - 2018 CFA Institute. With a robust skill set that includes Analytical Thinking, Portfolio Management, Client Relations, Entrepreneurship, Marketing Strategy and more, Jerome Li contributes valuable insights to the industry. Jerome Li has 2 emails on RocketReach.
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