Selina Li Email & Phone Number
Partner and Regional Vice President @ Wealth Master Group, Inc.
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Selina Li Location
- New York, NY, US
Selina Li Work
- 2026 -now Partner and Regional Vice President @
- 2025 -2026 Private Client Financial Advisor, VP @
- 2022 -2024 Financial Planning Specialist @
- 2019 -2022 Financial Consultant @
- 2015 -2019 Senior Financial Consultant @
- 2014 -2015 Financial Consultant @
Selina Li Education
- New York University
School of Professional Studies (Financial Planning)
- Baruch College
Bachelor of Business Administration (B.B.A.) (Finance and Investment, Mathematics)
Selina Li Skills
- Portfolio Management
- IRAs
- Financial Modeling
- Investments
- Risk Management
- Asset Management
- Microsoft Excel
- Financial Analysis
- Strategy
- Series 7
- Process Improvement
- Management
- Business Analysis
- JavaScript
- Certified Financial Planner
- Retirement Planning
- Wealth Management
- Financial Planning
Selina Li Summary
- Selina Li, based in New York, NY, US, is currently a Partner and Regional Vice President at Wealth Master Group, Inc.. Selina Li brings experience from previous roles at Citizens Wealth Management, Citi, Fidelity Investments and TD Ameritrade. Selina Li holds a School of Professional Studies in Financial Planning @ New York University. With a robust skill set that includes Portfolio Management, IRAs, Financial Modeling, Investments, Risk Management and more. Selina Li has 1 emails on RocketReach.
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