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Kelvin Li

Kelvin Li

Financial Literacy Intern

Followers of Kelvin Li717 followers
location of Kelvin LiSan Francisco, California, United States

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  • Timeline

  • About me

    Economics & Data Science @ UC Berkeley | Fiat Lux Scholar

  • Education

    • Galileo High School

      2019 - 2023

      Activities and Societies: Investment Club (Founder and President), Galileo Celestial Dragons (Fundraising Chair and Land Leader), School Orchestra (Concertmaster), Yearbook (Photographer and Editor), Pep Club

    • University of California, Berkeley

      2023 - 2027
      Bachelor's degree Economics & Data Science

      Activities and Societies: Fiat Lux Scholars Association, The Berkeley Project, CHAOS (Cal Hiking & Outdoors Society)

  • Experience

    • Junior Achievement of Northern California

      Jun 2021 - Jul 2021
      Financial Literacy Intern

      - Managed and oversaw the technology investment portfolio by conducting thorough cash flow analysis and financial modeling- Presented well-researched stock pitches with an understanding of market trends and investment opportunities to the CEO of JA

    • BlackRock

      Jul 2021 - Sept 2022
      Index Equity Intern

      - Conducted comprehensive financial analysis and evaluated investment opportunities for Blackrock's public equities division, leveraging advanced risk management tools- Presented comprehensive findings, delivering valuable insights to facilitate informed decision-making and enhance risk management strategies- Analyzed financial assets and formulated sustainable retirement portfolios tailored to diverse age demographics, culminating in presentations to program managers- Collaborated with senior managers and partner to present final project- Return offer received Show less

    • Code Tenderloin

      Jul 2022 - Aug 2022
      Coding Intern

      - Acquired proficiency in HTML and CSS through 20-hour/week training from software engineers to utilize these skills to design a personalized finance expense chart- Actively participated in networking events hosted by LinkedIn, engaging with the District 6 Supervisor of San Francisco and the CEO of Code Tenderloin- Demonstrated proactive approach in expanding knowledge base by exploring advanced web development techniques for personal finance management

    • Equity Consulting LLC

      May 2024 - now
      Business Management Consulting Intern

  • Licenses & Certifications

  • Honors & Awards

    • Awarded to Kelvin Li
      UC Berkeley Fiat Lux Scholarship UC Berkeley Fiat Lux Scholarship Office Aug 2022 The Fiat Lux Scholarship is granted to high-achieving incoming freshmen who have been admitted to Berkeley from partner high schools and demonstrate financial need. Recipients are chosen by faculty members based on their admission application and FAFSA submissions and are further evaluated through interviews conducted as part of the selection procedure. Full-ride to attend the University of California, Berkeley.
    • Awarded to Kelvin Li
      California Seal of Biliteracy (Mandarin) California Department of Education
    • Awarded to Kelvin Li
      Golden State Seal Merit Award California Department of Education

  • Volunteer Experience

    • Volunteer

      Issued by SF-Marin Food Bank on Jun 2019
      SF-Marin Food BankAssociated with Kelvin Li