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@equitable.com
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1 phone found area 786
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Bo Li is listed as Financial Professional in Equitable Advisors at Equitable Advisors, a with 3118 employees, based in Miami, Florida, United States. AeroLeads shows a work email signal at equitable.com, phone signal with area code 786, and a matched LinkedIn profile for Bo Li.
Bo Li previously worked as Financial Professional at Equitable Advisors and MBA Graduate at University Of Miami. Bo Li holds Master Of Business Administration - Mba from University Of Miami Herbert Business School.
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AeroLeads found 1 current-domain work email signal for Bo Li. Compare company email patterns before reaching out.
Working with a team of experienced advisors, I provide holistic and needs-based financial strategies to individuals, families, and non-profit organizations through an all-inclusive consultative financial planning approach. Equitable Advisors’ resources allows me to serve my client’s needs ranging from life insurance, retirement plan, estate planning strategies, long-term care as well as financial strategies for small business owners and employers. I apply customize financial strategies to help clients identify and prioritize their financial objectives and enhance their overall financial well-being. My goal is to develop long-lasting relationships that enable me to be a reliable financial resource for my clients.
Listed skills include Architectural Design, 3D Studio Max, Photoshop, Design Research, and 9 others.
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Miami, Florida, United States
●Forming and maintaining relationships with clients through in-person and virtual meeting to thoroughly understand their financial goals in order to create effective and successful strategies and financial plans.● Quickly learning, understanding, and implantation of different types of investment products and their application in relation to specific client needs, overall portfolio management, and client education.
Miami, Florida, United States
Market and prospective ad customers researchDevelopment of presentations and pitch decksAssist and participate in advertising sales efforts and meetings
Miami, Florida, United States
Boston, Massachusetts, United States
(BSFA) Beyond Six Feet Apart Accelerator: Helping minority-owned small businesses re-open safely and pivot their strategy to win in the new normal. By collaboratively working with economic development experts and consulting experts in IXL Center and LISC Boston, our team helped the assigned client to ensure the business operations are safe and created a pivoting strategy to pursue new opportunities.
Other employees you can reach at equitable.com. View company contacts for 3118 employees →
Reece Bates
Colleague at Equitable AdvisorsBuffalo, New York, United States
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Shawn White
Colleague at Equitable AdvisorsUnited States
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Nicholas Mills
Colleague at Equitable AdvisorsBelmar, New Jersey, United States
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Phoebe Son Oh
Colleague at Equitable AdvisorsCharlotte, North Carolina, United States
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Jiaer Geng
Colleague at Equitable AdvisorsNew York, United States
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Kaylee Evelyn
Colleague at Equitable AdvisorsUnited States
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Nicholas Bowar
Colleague at Equitable AdvisorsBellevue, Washington, United States
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Samuel Beach
Colleague at Equitable AdvisorsAustin, Texas, United States
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Brandon Paliotti
Colleague at Equitable AdvisorsSyracuse, New York, United States
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Tristan Bukow
Colleague at Equitable AdvisorsGainesville, Florida, United States
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Activities and Societies: Vice President, Miami Herbert Business School Graduate Finance Club( 2020-2021) Vice President, Miami Herbert.
Quick answers generated from the profile data available on this page.
Bo Li works for Equitable Advisors.
Bo Li is listed as Financial Professional in Equitable Advisors at Equitable Advisors.
AeroLeads has found 1 work email signal at @equitable.com for Bo Li at Equitable Advisors.
AeroLeads has found 1 phone signal(s) with area code 786 for Bo Li at Equitable Advisors.
Bo Li is based in Miami, Florida, United States while working with Equitable Advisors.
Bo Li has worked for Equitable Advisors, University Of Miami, Obe Power, 'Cane Angel Network | University Of Miami, and Local Initiatives Support Corporation (Lisc).
Bo Li's colleagues at Equitable Advisors include Reece Bates, Shawn White, Nicholas Mills, Phoebe Son Oh, and Jiaer Geng.
You can use AeroLeads to view verified contact signals for Bo Li at Equitable Advisors, including work email, phone, and LinkedIn data when available.
Bo Li holds Master Of Business Administration - Mba from University Of Miami Herbert Business School.
Bo Li is listed with skills including Architectural Design, 3D Studio Max, Photoshop, Design Research, Sustainability, Sketchup, Autocad, and Revit.
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