Jingwei Li Email & Phone Number
Manager, Investment Management @ TIAA Kaspick
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Jingwei Li Location
- San Francisco, CA, US
Jingwei Li Work
- 2025 -now Manager, Investment Management @
- 2021 -2024 Senior Investment Analyst @
- 2017 -2020 Senior Analyst @
- 2015 -2017 Senior Research Analyst @ Gray & Company Global Investment Solutions
- 2011 -2015 Research Analyst @ Gray & Company Global Investment Solutions
- 2010 -2011 Supplemental Instruction Leader and Graduate Assistant, School of Accountancy and MIS @
Jingwei Li Education
- DePaul University - Charles H. Kellstadt Graduate School of Business
Master of Science in Accountancy (With Distinction)
2010-2011 - DePaul University - Charles H. Kellstadt Graduate School of Business
Master of Science in Finance (With Distinction)
2008-2010 - Dongbei University of Finance and Economics
Bachelor's Degree (Financial Management)
2003-2007
Jingwei Li Skills
- Due Diligence
- US GAAP
- Analytical Skills
- Investment Analysis
- Financial Analysis
- Training
- Equities
- Investment Advisory
- Valuation
- Public Speaking
- Fixed Income
- Investment Management
- Project Management
- Capital Markets
- Investment Manager Research
- Customer Service
- Microsoft Office
- Financial Accounting
- Business Analysis
- CPA
- GMAT
- Winter
- Screening
- Financial Data
- Credit Cards
- Payments
- Expenses
- Sales
- Data Entry
- Net
- Grading
- Students
- Instruction
- Finance
- Construction
- Facilitation
- Scholarships
- Great
- Search
- Management
- Revenue
- Financial Statements
- Operational Analysis
- Journals
- Statistics
- Checking
- Sorting
- PowerPoint
- Accounting
- Entry
- Foundation
- Professors
- Publishing
- Acquisitions
- Microsoft Excel
- Bank Deposits
- Has Errors
- Research
- Chicago
- Loans
- Analysis
- Written
- Photocopier
- R
- Economics
- Applications
- Chinese
- Managerial Finance
- Office Management
- Data Collection
- Communication
- Cash Flow Management
- Christian Ministry
- Fax
- IPO
- Compensation
- Accounts Receivable
- Income
- Chartered Financial Analyst
- Responsibility
- Usa
- International
- Running Errands
- Internships
- Teaching
- FoxPro
- Academic
- Credentials
- Frame
- Microsoft Word
- Cash
- China
- Instructional Design
- Trading
- Filing
- MIS
- Bilingual Communications
- Institutional Investments
- Asset Management
- Performance Reporting
- Corporate Finance
- Data Analysis
- Spreadsheets
Jingwei Li Summary
- Jingwei Li, based in San Francisco, CA, US, is currently a Manager, Investment Management at TIAA Kaspick. Jingwei Li brings experience from previous roles at Tides, Consequent Capital Management, LLC and Gray & Company Global Investment Solutions. Jingwei Li holds a 2010 - 2011 Master of Science in Accountancy (With Distinction) @ DePaul University - Charles H. Kellstadt Graduate School of Business. With a robust skill set that includes Due Diligence, US GAAP, Analytical Skills, Investment Analysis, Financial Analysis and more. Jingwei Li has 2 emails and 1 mobile phone numbers on RocketReach.
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Top TIAA Kaspick Employees
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Jingwei Li
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Martha Washburn
Director, Client Transitions
Bradenton, FL, US
Dave Lyons
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Ali Iqbal
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Charlotte, NC, US
Matthew Turcotte
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Boston, MA, US
Joseph Gerharz
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Portland, OR, US
Chris Singer
Sr. Director, Trading and Operations at TIAA Kaspick
California, United States
Cynthia Boucher
Director of Information Technology
San Francisco, CA, US
Scott Powers
Chief Operating Officer
Palo Alto, CA, US
Nancy Dahl
Tax Director
St. Louis, MO, US
Alan Rodebush
Controller
San Jose, CA, US
Francine Miltenberger
Chief Operating Officer
Sewickley, PA, US
Michael Haas
Tax Director
Charlotte, NC, US
Paul Williamson
Director, Investment Management
Boston, MA, US
A. Berry
Chief Marketing Officer
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Susan Termohlen
Co-Founder
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