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
- 2025 -now Paraplanner and Trading Operations Associate @
- 2024 -2024 Financial Planner @
- 2014 -2018 Securities Analyst @
- 2014 -2014 Intern @
- 2013 -2014 President @ SDSU Financial Planning Association
- 2013 -2014 Graduate Assistant @
- 2012 -2014 MSBA @
- 2013 -2013 President Elect @ SDSU Financial Planning Association
- 2013 -2013 Intern, Capital Market Division of Board Office @
- 2013 -2014 Intern @ Kran & Associates, Inc.
- 2013 -2013 Student Manager @ Aztec Equity Fund
- 2012 -2013 Volunteer @ Confucius Institue at San Diego State University
- 2012 -2012 Auditing Intern @
- 2008 -2012 Bachelor of Business Administration Student, Majored in Finance @
- 2011 -2011 Research Assistant @
- 2009 -2011 President @ Dormitory Students Association
- 2010 -2010 Brand Manager @ AIESEC Macau Local Committee
- 2010 -2010 Intern @
- 2010 -2010 Vice-president @ Organizing Committee of The 91st Anniversary of the Youth Movement
Vicky Li Education
- San Diego State University-California 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
- Auditing
- Conducting Business Surveys
- PowerPoint
- Developing
- Planning
- Economics
- Corporate Finance
- Budgeting and Forecasting
- Eviews
- Valuation
- Analyzing The Financial
- Analyzing The Financial Situation Of Markets And Firms
- Portfolio Management
- Chinese
- Developing Profitability Models For New Projects And Products
- Identifying Financial
- Investments
- Offering Financial
- Planning And Promoting
- Real Estate Investment
- Microsoft Office
- Investigating Timely Financial Information
- Budgeting
- Conducting Business
- Microsoft Excel
- Danish
- Writing Business Analysis Reports
- Writing Business
- Personal Financial
- Working With Cross Functional Team
- Financial Analysis
- Cantonese
- Portuguese
- Personal Financial Planning
- Real Estate Investment Consulting
- Planning And Promoting Business
- Offering Financial Consultation And Recommendations
- Management
- Financial Reporting
- Research
- Identifying Financial Problems
- Using Financial Software
- Mandarin
- 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-California State University. With a robust skill set that includes Auditing, Conducting Business Surveys, PowerPoint, Developing, Planning and more. Vicky Li has 1 emails and 1 mobile phone numbers on RocketReach.
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Top EverOak Wealth Co. Employees
Vicky Li
Paraplanner and Trading Operations Associate
San Diego, CA, US
Alex Lippert
Partner
Colorado Springs, CO, US
Kelly Robertson
Director of Compliance
Colorado Springs, CO, US
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