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Jay Li, CFA

Jay Li, CFA

Consulting & Sales

Followers of Jay Li, CFA2000 followers
location of Jay Li, CFASan Francisco, California, United States

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  • Timeline

  • About me

    Vice President at Goldman Sachs

  • Education

    • Choate Rosemary Hall

      -

    • Eaglebrook School

      -

    • Middlebury College

      -
      Bachelor of Arts - BA Economics, Psychology

      Activities and Societies: NCAA Swimming, NCAA Club Water Polo

  • Experience

    • Data41

      Jun 2011 - Nov 2013
      Consulting & Sales

    • UBS

      Feb 2014 - Feb 2018
      Private Wealth Management

    • Goldman Sachs

      Feb 2018 - now
      Asset and Wealth Management

    • Hong Kong Association of Northern California

      Dec 2023 - now
      Board Member, Co-Chair of the Membership Committee

  • Licenses & Certifications

    • Chartered Financial Analyst (CFA)

      CFA Institute