Vicky Li Email & Phone Number

Vicky Li Work

• Paraplanner and Trading Operations Associate @ EverOak Wealth Co. (January 2025 - Present)
• Financial Planner @ LPL Financial (April 2024 - November 2024)
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• Securities Analyst @ Blue Sky Capital Consultants Group, Inc. (June 2014 - October 2018)
• Intern @ Financial Services Company (February 2014 - May 2014)
• President @ SDSU Financial Planning Association (August 2013 - May 2014)
• Graduate Assistant @ San Diego State University (August 2013 - May 2014)
• MSBA @ San Diego State University (August 2012 - May 2014)
• President Elect @ SDSU Financial Planning Association (January 2013 - July 2013)
• Intern, Capital Market Division of Board Office @ Agricultural Bank of China (June 2013 - July 2013)
• Intern @ Kran & Associates, Inc. (August 2013 - January 2014)
• Student Manager @ Aztec Equity Fund (January 2013 - May 2013)
• Volunteer @ Confucius Institue at San Diego State University (October 2012 - April 2013)
• Auditing Intern @ Deloitte (June 2012 - July 2012)
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• Bachelor of Business Administration Student, Majored in Finance @ University of Macau (September 2008 - June 2012)
• Research Assistant @ University of Macau (March 2011 - May 2011)
• President @ Dormitory Students Association (October 2009 - January 2011)
• Brand Manager @ AIESEC Macau Local Committee (March 2010 - September 2010)
• Intern @ CITIC Securities Company Limited (July 2010 - August 2010)
• Vice-president @ Organizing Committee of The 91st Anniversary of the Youth Movement (March 2010 - May 2010)