Mickey Li Email & Phone Number
Wealth Relationship Manager
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Mickey Li Location
- Las Vegas, NV, US
Mickey Li Work
- 2022 -now Wealth Relationship Manager @ Citigroup
- 2021 -2022 Managing Partner @ LT Capital
- 2017 -2021 VP, Financial Advisor (Series 7 and 66 and 63 and 6, CA life insurance) @
- 2011 -2017 Regional Private Banker (Series 7 and 63 and 6, CA life insurance) @
- 2006 -2007 Loan Consultant @
Mickey Li Education
- San Francisco State University
B.A (Business Administration (Management))
Mickey Li Skills
- Handling Money
- Series 63
- Banking
- 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
- Microsoft PowerPoint
- Floors
- Counterinsurgency
- Social Housing
- Communication
- Business Services
- Schedules
- Investments
- Relationship Management
- Japanese Cuisine
- Finance
- Financial Services
- Telemarketing
- Wealth Management
- Verifying
- SAN
- San Francisco
- Business Administration
- Microsoft Office
- Real Estate
- Microsoft Excel
- Rate
- Cash
- Credit
- Checks
- Interest Rates
- Customer Service
- News
- Salary
- Escrow
- Trend
- Financial Transactions
- Management
- Financial Statements
- Private Banking
- Meetings
- Funding
- Compensation
- Currency
- Loans
- Presentations
- CRM
- Series 7
- 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 Handling Money, Series 63, Banking, Consulting, Counting and more. Mickey Li has 1 emails and 1 mobile phone numbers on RocketReach.
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