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Tate Li Location
New York, NY, US
Tate Li Work
building finance @ (February 2026 - Present)
founder @ drill (October 2025 - February 2026)
Investment Banking Analyst @ (January 2025 - October 2025)
Investment Banking Analyst @ (July 2024 - December 2024)
Investment Banking Summer Analyst @ (June 2023 - August 2023)
Investment Analyst @ (June 2021 - August 2021)
Growth @ (April 2021 - June 2021)
Tate Li Education
NYU Stern School of Business
Bachelor of Science - BS (Finance, General)
2020-2024
Walnut Hills High School 2014-2020
University of Cincinnati 2019-2020
Tate Li Skills
SIE
Series 63
Series 79
Tate Li Summary
Tate Li, based in New York, NY, US, is currently a building finance at Exponent Interview Prep. Tate Li brings experience from previous roles at drill, Bank of America and Wells Fargo. Tate Li holds a 2020 - 2024 Bachelor of Science - BS in Finance, General @ NYU Stern School of Business. With a robust skill set that includes SIE, Series 63, Series 79 and more. Tate Li has 1 emails on RocketReach.
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