Jessie Li, Cfa

Jessie Li, Cfa Email and Phone Number

VP of Business Development & COO at OctaveWealth @ OctaveWealth
san francisco, california, united states
Jessie Li, Cfa's Location
San Francisco, California, United States, United States
Jessie Li, Cfa's Contact Details

Jessie Li, Cfa work email

Jessie Li, Cfa personal email

About Jessie Li, Cfa

Jessie Li, Cfa is a VP of Business Development & COO at OctaveWealth at OctaveWealth. They possess expertise in equities, etfs, securities lending, portfolio management, hedge funds and 15 more skills. They is proficient in Chinese and Japanese.

Jessie Li, Cfa's Current Company Details
OctaveWealth

Octavewealth

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VP of Business Development & COO at OctaveWealth
san francisco, california, united states
Website:
octavewealth.com
Employees:
4
Jessie Li, Cfa Work Experience Details
  • Octavewealth
    Vp Of Business Development & Coo
    Octavewealth Sep 2017 - Present
    San Francisco Bay Area
    Responsible for business operations, retirement plan administration, business development, and account management
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  • Octavewealth
    Business Development
    Octavewealth Mar 2016 - Aug 2017
    San Francisco Bay Area
    Drove new business selling 401(k) solutions to small and medium sized business
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  • Sips And Pieces
    Chef & Sommelier
    Sips And Pieces Dec 2015 - Present
    San Francisco Bay Area
    Chef & Sommelier specializing in seasonal wine paired dinners for private events.
  • Spruce Restaurant
    Chef De Partie
    Spruce Restaurant Aug 2015 - Dec 2015
    San Francisco Bay Area
    Canape and Garde Manger at Michelin starred, fine dining restaurant
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  • Blackrock
    Vice President, Multi-Asset Strategies
    Blackrock Jan 2010 - Feb 2015
    San Francisco Bay Area
    Helped drive new business for multi-asset investment solutions with Institutions and Financial Advisors
    View
  • Blackrock
    Associate, Ishares Product
    Blackrock Dec 2008 - Dec 2009
    San Francisco Bay Area
    Created competitive positioning, analysis, and marketing and sales content that supported iShares ETF fund launches and sales
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  • Blackrock
    Associate, Securities Lending & Cash
    Blackrock Aug 2006 - Nov 2008
    San Francisco Bay Area
    Managed trade operations, loan recalls, and traded US and International equities in Securities Lending & Cash
    View

Jessie Li, Cfa Skills

Equities Etfs Securities Lending Portfolio Management Hedge Funds Investments Asset Management Alternative Investments Fixed Income Asset Allocation Investment Management Mutual Funds Portfolio Optimization Series 7 Series 63 Chartered Financial Analyst Sommelier Wine Beer Spirits

Jessie Li, Cfa Education Details

Frequently Asked Questions about Jessie Li, Cfa

What company does Jessie Li, Cfa work for?

Jessie Li, Cfa works for Octavewealth

What is Jessie Li, Cfa's role at the current company?

Jessie Li, Cfa's current role is VP of Business Development & COO at OctaveWealth.

What is Jessie Li, Cfa's email address?

Jessie Li, Cfa's email address is je****@****ail.com

What is Jessie Li, Cfa's direct phone number?

Jessie Li, Cfa's direct phone number is +150370*****

What schools did Jessie Li, Cfa attend?

Jessie Li, Cfa attended University Of California, Berkeley, San Francisco Cooking School, The University Of Edinburgh.

What skills is Jessie Li, Cfa known for?

Jessie Li, Cfa has skills like Equities, Etfs, Securities Lending, Portfolio Management, Hedge Funds, Investments, Asset Management, Alternative Investments, Fixed Income, Asset Allocation, Investment Management, Mutual Funds.

Who are Jessie Li, Cfa's colleagues?

Jessie Li, Cfa's colleagues are Rikin Shah.

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