Mickey Li Email & Phone Number
Wealth Relationship Manager
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Mickey Li Location
- Las Vegas, NV, US
Mickey Li Work
- Wealth Relationship Manager @ Citigroup (August 2022 - Present)
- Managing Partner @ LT Capital (October 2021 - August 2022)
- VP, Financial Advisor (Series 7 and 66 and 63 and 6, CA life insurance) @ (September 2017 - October 2021)
- Regional Private Banker (Series 7 and 63 and 6, CA life insurance) @ (December 2011 - September 2017)
- Loan Consultant @ (January 2006 - June 2007)
Mickey Li Education
- San Francisco State University
B.A (Business Administration (Management))
Mickey Li Skills
- Banking
- Credit
- Customer Service
- Financial Services
- Investments
- Loans
- Management
- Microsoft Excel
- Microsoft Office
- Microsoft PowerPoint
- Private Banking
- Relationship Management
- Series 63
- Series 7
- Wealth Management
- Handling Money
- Consulting
- Counting
- Accounting
- Obtain
- Fits
- By Hand
- Follow Ups
- Train New Employees
- Wells Fargo
- Numerical Analysis
- Sales
- Cold Calling
- Kitchen
- Settlement
- Lender
- Applications
- Federal Reserve
- Coins
- Floors
- Counterinsurgency
- Social Housing
- Communication
- Business Services
- Schedules
- Japanese Cuisine
- Finance
- Telemarketing
- Verifying
- SAN
- San Francisco
- Business Administration
- Real Estate
- Rate
- Cash
- Checks
- Interest Rates
- News
- Salary
- Escrow
- Trend
- Financial Transactions
- Financial Statements
- Meetings
- Funding
- Compensation
- Currency
- Presentations
- CRM
- Written
- Coordinate
Mickey Li Summary
- Mickey Li, based in Las Vegas, NV, US, is currently a Wealth Relationship Manager at Citigroup. Mickey Li brings experience from previous roles at LT Capital, Bank of America Merrill Lynch, Wells Fargo and Reliance Bay Funding. Mickey Li holds a B.A in Business Administration (Management) @ San Francisco State University. With a robust skill set that includes Banking, Credit, Customer Service, Financial Services, Investments and more. Mickey Li has 1 emails and 1 mobile phone numbers on RocketReach.
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