Michelle Li Email & Phone Number
Senior Executive Assistant
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Michelle Li Location
- San Francisco, CA, US
Michelle Li Work
- 2021 -now Senior Executive Assistant @ JP Morgan Chase (formerly First Republic)
- 2021 -2025 Senior Executive Assistant @ JP Morgan Chase (formerly First Republic)
- 2018 -2021 Executive Coordinator @
- 2018 -2020 Executive Assistant Coordinator @ CommonSpirit Health (formerly Dignity Health)
- 2015 -2017 Project Manager @ Sage Trader, LLC
- 2012 -2013 Senior Vice President @
- 2012 -2013 Senior Vice President Client Services @ Livevol
- 2005 -2011 Vice President @
- 1997 -2011 Vice President Client Services @
- 1997 -2005 Asst. Vice President @
Michelle Li Education
- San Francisco State University, College of Business
(Business; Computer Programming)
1998-2000 - San Francisco State University
(Computer Programming)
Michelle Li Skills
- CRM
- Electronic Trading
- Options
- Access
- Microsoft Excel
- Software Documentation
- Leadership
- Middle Office
- Securities
- Back Office
- Banking
- Investment Banking
- Trading Systems
- Financial Services
- Equities
- Portfolio Management
- FINRA
- Equity Trading
- ETFs
- Structured Products
- Business Analysis
- Derivatives
- Capital Markets
- Bloomberg
- Customer Relationship Management (CRM)
- Chinese
- Alternative Investments
- Bonds
- Asset Managment
- Commodity
- Hedge Funds
- Financial Risk
- Fixed Income
- Financial Modeling
- Equity Derivatives
- FX Options
- Financial Markets
- Management
- Investments
- Market Making
- Mandarin
- Market Data
- Integration
- Hedging
- Microsoft Access
- Mutual Funds
- Outlook
- Series 24
- Prime Brokerage
- Risk Management
Michelle Li Summary
- Michelle Li, based in San Francisco, CA, US, is currently a Senior Executive Assistant at JP Morgan Chase (formerly First Republic). Michelle Li brings experience from previous roles at JP Morgan Chase (formerly First Republic), Dignity Health, CommonSpirit Health (formerly Dignity Health) and Sage Trader, LLC. Michelle Li holds a 1998 - 2000 San Francisco State University, College of Business. With a robust skill set that includes CRM, Electronic Trading, Options, Access, Microsoft Excel and more. Michelle Li has 1 emails and 1 mobile phone numbers on RocketReach.
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