Leo Li Email & Phone Number
Director of Investment Risk Data Analytics @ F&G
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Leo Li Location
- Wayne, PA, US
Leo Li Work
- Director of Investment Risk Data Analytics @ (December 2025 - Present)
- Vice President, Investment Compliance and Operational Risk @ (May 2023 - November 2025)
- Senior Technical Consultant @ (March 2019 - May 2023)
- Senior Risk and Compliance Advisor @ (March 2019 - January 2023)
- Senior Operational Risk Manager (Investment Management) @ (March 2018 - March 2019)
- Senior Manager of Global Risk and Compliance @ (December 2015 - March 2018)
- Head of Domestic Equity Operational Risk Management and Compliance @ (January 2013 - December 2015)
- Senior Operational Risk Analyst @ (June 2011 - December 2012)
- Fund Financial Accounting Specialist @ (March 2008 - June 2011)
- Fund Transaction and Retirement Services Specialist @ (January 2007 - March 2008)
- Personal Wealth Advisor @ (July 2005 - October 2006)
Leo Li Education
- Villanova University
MBA (Finance, International Business Management)
- University of Ottawa
Bachelor of Commerce with Honors (International Finance)
- Villanova School of Business
Master of Business Administration - MBA
Leo Li Skills
- 401(k) Retirement Savings Plans
- ACL
- Access
- Advanced Excel
- Asset Management
- Auditing
- Bloomberg
- Bloomberg Terminal
- Board of Directors Reporting
- Charles River IMS
- Charles River System Administration
- Corporate Actions
- Cross-functional Team Leadership
- Database Design
- Due Diligence
- ETFs
- Enterprise Risk Management
- Equities
- Equity Research
- Equity Trading
- Finance
- Fund Accounting
- Individual Retirement Accounts (IRA)
- Legal Compliance
- Microsoft Access
- Microsoft Excel
- Microsoft Power Automate
- Microsoft Power BI
- Mutual Funds
- Operational Risk Management
- Order Management
- Presentation Skills
- Project Management
- Regulatory Compliance
- Retirement Planning
- Risk Management
- SEC Financial Reporting
- SQL
- SQL Server Management Studio
- Sales Presentations
- Series 7
- Strategy
- Team Leadership
- Time Management
- Wealth Management Services
- Sql Server Management
- Charles River System
Leo Li Summary
- Leo Li, based in Wayne, PA, US, is currently a Director of Investment Risk Data Analytics at F&G. Leo Li brings experience from previous roles at T. Rowe Price, TillieStar Compliance Solutions, Inc, Invesco and Macquarie Group. Leo Li holds a MBA in Finance, International Business Management @ Villanova University. With a robust skill set that includes 401(k) Retirement Savings Plans, ACL, Access, Advanced Excel, Asset Management and more. Leo Li has 4 emails and 3 mobile phone numbers on RocketReach.
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