Shen Li Email & Phone Number
Private Wealth Advisor, Managing Director @ Merrill Lynch
5 free lookup(s).
Shen Li Location
- Chicago, IL, US
Shen Li Work
- 2011 - now Private Wealth Advisor, Managing Director @
- 2011 - now Private Wealth Advisor, Senior Vice President @
- 2011 - now Vice President, Private Wealth Management @
- 2008 - 2011 Investment Analyst @
Shen Li Education
- The University of Chicago Booth School of Business
Master of Business Administration (Entrepreneurship, Finance)
2012 - 2015 - Oberlin College
Bachelor of Arts (Economics, Mathematics)
2004 - 2008 - Shenzhen Middle School
Shen Li Skills
- Portfolio Management
- Financial Modeling
- Investment Strategies
- Morningstar
- Bloomberg
- Quantitative Analytics
- Services
- Asset Allocation
- Financial Services
- Wealth Management
- Data Management
- Investment Management
- Structured Products
Shen Li Summary
- Shen Li, based in Chicago, IL, US, is currently a Private Wealth Advisor, Managing Director at Merrill Private Wealth Management. Shen Li brings experience from previous roles at Merrill Private Wealth Management, Merrill Lynch and Morningstar. Shen Li holds a 2012 - 2015 Master of Business Administration in Entrepreneurship, Finance @ The University of Chicago Booth School of Business. With a robust skill set that includes Portfolio Management, Financial Modeling, Investment Strategies, Morningstar, Bloomberg and more. Shen Li has 2 emails and 1 mobile phone numbers on RocketReach.
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