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Mei Li Barlow, CFA

Mei Li Barlow, CFA

Shift Leader, Cake Decorator

Followers of Mei Li Barlow, CFA558 followers
location of Mei Li Barlow, CFAPhoenix, Arizona, United States

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  • Timeline

  • About me

    Family Wealth Manager & Mother

  • Education

    • Brown University

      2015 - 2019
      Business Economics

      Activities and Societies: President & Founder of Brown Pool Sharks, Brown's Socially Responsible Investment Fund, Brown Trading Club

  • Experience

    • Baskin Robbins

      Apr 2014 - Aug 2015
      Shift Leader, Cake Decorator

    • Mignanelli & Associates, Ltd.

      Mar 2016 - Jan 2017
      Legal Intern

    • Leslie's Poolmart, Inc.

      May 2016 - Aug 2016
      Human Resources / Legal Intern

    • Commission for Human Rights

      May 2017 - Aug 2017
      Investigative Intern

    • Brown University

      May 2017 - Aug 2017
      Teaching Assistant for Financial Accounting

    • Dimensional Fund Advisors

      Jun 2018 - Aug 2018
      Intern in Financial Advisor Services

    • Dimensional Fund Advisors

      Aug 2019 - Dec 2021
      Associate

    • TFO Family Office Partners

      Jan 2022 - now

      • Family Wealth Manager

        Jan 2024 - now

      • Family Wealth Advisor

        Jan 2022 - Dec 2023

  • Licenses & Certifications

    • Chartered Financial Analyst (CFA)

      CFA Institute