Dorothy Li Email & Phone Number
Who is Dorothy Li? Overview
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Dorothy Li is listed as Compliance Analyst at Hamilton Lane, a company with 437 employees, based in Philadelphia, Pennsylvania, United States. AeroLeads shows a matched LinkedIn profile for Dorothy Li.
Dorothy Li previously worked as Retail Capital Reporting Analyst at Jpmorgan Chase & Co. and Sales enablement and Strategy Co-op at Comcast. Dorothy Li holds Bsba, Finance, General from Drexel University'S Lebow College Of Business.
Email format at Hamilton Lane
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About Dorothy Li
I am a recent graduate with a BSBA in Finance from Drexel University. I am passionate about the dynamic world of finance and eager to apply my knowledge and skills in a professional setting.During my academic journey, I honed my analytical abilities and developed a solid understanding of financial principles and have actively participated in related internships, where I gained hands-on experience.
Dorothy Li's current company
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Dorothy Li work experience
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Retail Capital Reporting Analyst
- Migrated graphs from Excel into Tableau for lines of business depicting RWA variance and other attributes to increase efficiency for generating quarter-end and month-end reports
- Presented data extraction self-demo for pulling data, writing, and executing queries in Alteryx to assist in the automation of daily and quarterly tasks
- Assisted in ad-hoc tasks such as updating Alteryx workflows to maintain timely submissions of reports including translating Python codes into SQL queries to calculate RWA variance of home-lending data quarter over.
Sales Enablement And Strategy Co-Op
- Conceptualized large data sets using an analysis of pivot tables to update team members on sales decisions and results from 3 divisions
- Consolidated 10 sales reports to pinpoint areas of improvement by analyzing employee efficiency rates from 15 regions to strengthen employee engagement
- Assisted in the creation, refinement, and implementation of training materials to drive continuous improvement of content and sales performance
Health Insurance Broker At Epro Associates
- Directed over 200 leads and returning customers through comprehensive health insurance plans to identify optimal coverage
- Updated Zoho CRM with lead and customer data to speed up application processes by 60%
- Created effective social media campaigns on WeChat and Mailchimp to generate 180 new leads
- Implemented webinars about new health insurance laws, PPP loans, and taxes to increase trust with clients
- Assembled documents for 40 clients to file taxes for 2020, thereby increasing efficiency and productivity
Colleagues at Hamilton Lane
Other employees you can reach at hamiltonlane.com. View company contacts for 437 employees →
Samuel Davis
Colleague at Hamilton Lane
King Of Prussia, Pennsylvania, United States, United States
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DS
Deepak Singh
Colleague at Hamilton Lane
Dadra & Nagar Haveli, Daman And Diu, India, India
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GF
Grant Ferreri
Colleague at Hamilton Lane
Greater Philadelphia, United States
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MB
Martin Babos Jr
Colleague at Hamilton Lane
Clementon, New Jersey, United States, United States
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BS
Bennett Smith
Colleague at Hamilton Lane
Philadelphia, Pennsylvania, United States, United States
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JC
Jeremy Chan
Colleague at Hamilton Lane
United Kingdom, United Kingdom
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GS
Gianna S.
Colleague at Hamilton Lane
Philadelphia, Pennsylvania, United States, United States
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HS
Henry S.
Colleague at Hamilton Lane
Nashville Metropolitan Area, United States
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MK
Mark Kashima
Colleague at Hamilton Lane
San Francisco, California, United States, United States
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CP
Cari Patterson
Colleague at Hamilton Lane
Scranton, Pennsylvania, United States, United States
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Dorothy Li education
Bsba, Finance, General
High School Diploma, Marketing, Graduated
Frequently asked questions about Dorothy Li
Quick answers generated from the profile data available on this page.
What company does Dorothy Li work for?
Dorothy Li works for Hamilton Lane.
What is Dorothy Li's role at Hamilton Lane?
Dorothy Li is listed as Compliance Analyst at Hamilton Lane.
Where is Dorothy Li based?
Dorothy Li is based in Philadelphia, Pennsylvania, United States while working with Hamilton Lane.
What companies has Dorothy Li worked for?
Dorothy Li has worked for Hamilton Lane, Jpmorgan Chase & Co., Comcast, and Epro Associates.
Who are Dorothy Li's colleagues at Hamilton Lane?
Dorothy Li's colleagues at Hamilton Lane include Samuel Davis, Deepak Singh, Grant Ferreri, Martin Babos Jr, and Bennett Smith.
How can I contact Dorothy Li?
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What schools did Dorothy Li attend?
Dorothy Li holds Bsba, Finance, General from Drexel University'S Lebow College Of Business.
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