Wealth Management Associate @ (June 2015 - September 2016)
Analyst, Fixed Income @ (January 2013 - January 2014)
Equities Research Analyst @ T.I.P. Wealth Manager (January 2009 - January 2013)
Equity Derivatives Trading - Tactical Asset Allocation @ Ontario Teachers' Pension Plan (January 2008 - January 2008)
Audit and Assurance @ (January 2008 - January 2008)
Research Analyst @ (January 2007 - January 2007)
Rita Li Education
Ivey Business School at Western University
Master of Business Administration (MBA)
2014-2015
University of Toronto
Bachelor of Business Administration (B.B.A.) (Finance)
2005-2009
Rita Li Skills
Financial Modeling
Derivatives
Investments
Bloomberg
Asset Management
Risk Management
Finance
Economics
Fixed Income
Corporate Finance
Financial Analysis
Equities
Hedge Funds
Mutual Funds
Equity Research
Rita Li Summary
Rita Li, based in Toronto, ON, CA, is currently a Senior Portfolio Manager and Wealth Advisor at RBC Dominion Securities. Rita Li brings experience from previous roles at Scotiabank, RPIA, T.I.P. Wealth Manager and Ontario Teachers' Pension Plan. Rita Li holds a 2014 - 2015 Master of Business Administration (MBA) @ Ivey Business School at Western University. With a robust skill set that includes Financial Modeling, Derivatives, Investments, Bloomberg, Asset Management and more. Rita Li has 1 emails and 2 mobile phone numbers on RocketReach.
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