Leo Li Email & Phone Number
Director of Investment Data Analytics @ F&G
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Leo Li Location
- Wayne, PA, US
Leo Li Work
- 2025 -now Director of Investment Data Analytics @
- 2023 -2025 Vice President, Investment Compliance and Operational Risk @
- 2019 -2023 Senior Technical Consultant @
- 2019 -2023 Senior Risk and Compliance Advisor @
- 2018 -2019 Senior Operational Risk Manager (Investment Management) @
- 2015 -2018 Senior Manager of Global Risk and Compliance @
- 2013 -2015 Head of Domestic Equity Operational Risk Management and Compliance @
- 2011 -2012 Senior Operational Risk Analyst @
- 2008 -2011 Fund Financial Accounting Specialist @
- 2007 -2008 Fund Transaction and Retirement Services Specialist @
- 2005 -2006 Personal Wealth Advisor @
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
- Mutual Funds
- Series 7
- Equities
- Risk Management
- Charles River IMS
- SQL Server Management Studio
- ACL
- Charles River System Administration
- Bloomberg Terminal
- Access
- Advanced Excel
- Database Design
- Bloomberg
- ETFs
- Finance
- Microsoft Excel
- Strategy
- Asset Management
- Sql Server Management
- Charles River System
Leo Li Summary
- Leo Li, based in Wayne, PA, US, is currently a Director of Investment 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 Mutual Funds, Series 7, Equities, Risk Management, Charles River IMS and more. Leo Li has 3 emails and 3 mobile phone numbers on RocketReach.
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