Vicky Li Email & Phone Number
Paraplanner and Trading Operations Associate @ EverOak Wealth Co.
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Vicky Li Location
- San Diego, CA, US
Vicky Li Work
- Paraplanner and Trading Operations Associate @ (January 2025 - Present)
- Financial Planner @ (April 2024 - November 2024)
- Securities Analyst @ (June 2014 - October 2018)
- Intern @ Ameriprise Financial Services, Inc. (February 2014 - May 2014)
- President @ SDSU Financial Planning Association (August 2013 - May 2014)
- President Elect @ SDSU Financial Planning Association (January 2013 - July 2013)
- Graduate Assistant @ (August 2013 - May 2014)
- MSBA @ (August 2012 - May 2014)
- Intern @ Kran & Associates, Inc. (August 2013 - January 2014)
- Intern, Capital Market Division of Board Office @ (June 2013 - July 2013)
- Student Manager @ Aztec Equity Fund (January 2013 - May 2013)
- Volunteer @ Confucius Institue at San Diego State University (October 2012 - April 2013)
- Auditing Intern @ (June 2012 - July 2012)
- Bachelor of Business Administration Student, Majored in Finance @ (September 2008 - June 2012)
- Research Assistant @ (March 2011 - May 2011)
- President @ Dormitory Students Association (October 2009 - January 2011)
- Brand Manager @ AIESEC Macau Local Committee (March 2010 - September 2010)
- Intern @ (July 2010 - August 2010)
- Vice-president @ Organizing Committee of The 91st Anniversary of the Youth Movement (March 2010 - May 2010)
Vicky Li Education
- San Diego State University
Master of Science (M.S.) (Financial Planning and Services)
2012-2014 - University of Macau
Bachelor (Finance-Investment Management)
2008-2012 - University of California, Berkeley
Bachelor (Business Administration)
2011-2011 - AFS International Cultural Communication Organization 2005-2006
Vicky Li Skills
- Administration
- Analyzing the financial situation of markets and firms
- Asset Allocation
- Attention to Detail
- Auditing
- Balance Sheet Review
- Budgeting and forecasting
- Cantonese
- Certified Financial Planner
- Chinese
- Client Relations
- Communication
- Conducting business surveys
- Corporate Finance
- Developing profitability models for new projects and products
- Economics
- Financial Analysis
- Financial Planning
- Financial Reporting
- Financial Services
- Identifying financial problems
- Insurance planning
- Investigating timely financial information
- Investments
- Management
- Mandarin
- Microsoft Excel
- Microsoft Office
- Offering financial consultation and recommendations
- Persistence
- Personal Financial Planning
- Planning and promoting business
- Portfolio Management
- PowerPoint
- Presentations
- Problem Solving
- Real Estate Investment Consulting
- Research
- Retirement Planning
- Series 7
- Tax Planning
- Teamwork
- Using financial software
- Valuation
- Wealth Management
- Wealth Management Services
- Working with cross-functional team
- Writing business analysis reports
- trading
- 认证金融理财师
- Developing
- Planning
- Eviews
- Analyzing The Financial
- Identifying Financial
- Offering Financial
- Planning And Promoting
- Real Estate Investment
- Budgeting
- Conducting Business
- Danish
- Writing Business
- Personal Financial
- Working With Cross Functional Team
- Portuguese
- Coordinating Team Work
- RIA
- Securities
- Investigating Timely
Vicky Li Summary
- Vicky Li, based in San Diego, CA, US, is currently a Paraplanner and Trading Operations Associate at EverOak Wealth Co.. Vicky Li brings experience from previous roles at LPL Financial, Capital Financial Consultants Group, Inc., Ameriprise Financial Services, Inc. and SDSU Financial Planning Association. Vicky Li holds a 2012 - 2014 Master of Science (M.S.) in Financial Planning and Services @ San Diego State University. With a robust skill set that includes Administration, Analyzing the financial situation of markets and firms, Asset Allocation, Attention to Detail, Auditing and more. Vicky Li has 1 emails and 2 mobile phone numbers on RocketReach.
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