Wendy Li Email & Phone Number
Managing Director, Senior Private Client Advisor @ Bank of America Private Bank
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Wendy Li Location
- New York, NY, US
Wendy Li Work
- 2024 -now Managing Director, Senior Private Client Advisor @
- 2012 -2024 Senior Private Banker, SVP @ City National Bank, an RBC Company
- 2001 -2011 Senior Private Banker, VP @
- 1995 -2001 Global Markets Officer, VP @ JPMorgan Chase - Investment Bank & Capital Markets
Wendy Li Education
- NYU Stern School of Business - MBA
MBA (Finance & International Business)
1992-1995 - Hunter College
BS (Accounting)
1984-1988
Wendy Li Skills
- fluent in Mandarin and Cantonese
- Investments
- Banking
- Loans
- Wealth Management
- Private Banking
- Asset Management
- Portfolio Management
- Mortgage
- Wealth
- Estate Planning
- Asset
- Investment Banking
- Mortgage Lending
- Commercial Banking
- Mutual Funds
- Credit Derivatives
- Financial Services
- Hedge Funds
- Series 7
- Investment Advisory
- Fixed Income
- Securities
- Equities
- Private Equity
- Investment Management
- Credit
- Services
Wendy Li Summary
- Wendy Li, based in New York, NY, US, is currently a Managing Director, Senior Private Client Advisor at Bank of America Private Bank. Wendy Li brings experience from previous roles at City National Bank, an RBC Company, J.P. Morgan Private Bank and JPMorgan Chase - Investment Bank & Capital Markets. Wendy Li holds a 1992 - 1995 MBA in Finance & International Business @ NYU Stern School of Business - MBA. With a robust skill set that includes fluent in Mandarin and Cantonese, Investments, Banking, Loans, Wealth Management and more. Wendy Li has 2 emails and 2 mobile phone numbers on RocketReach.
Looking for a different Wendy Li?
Find contact details for 700 million professionals.
Others Named Wendy Li
Wendy Li
VP, Head of Commercial Insurance and AI Technology
Palo Alto, CA, US
Wendy Li
Director of Cost Accounting
Mountain View, CA, US
Wendy Li
General Manager
Sydney, NSW, AU
Top Bank of America Private Bank Employees
Mark Hathaway
Managing Director
New York, NY, US
Anita Saggurti
Managing Director, Next Gen Strategy Executive
New York, NY, US
Mallory Brenner
Managing Director, Private Client Advisor
New York, NY, US
Natasha Mitra
Managing Director
New York, NY, US
Alison Davis
Managing Director
New York, NY, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co