Vp Of Business Development & Coo
CurrentResponsible for business operations, retirement plan administration, business development, and account management
Sep 2017 - Present
AeroLeads people directory · profile
Jessie Li, Cfa Email & Phone Number
VP of Business Development & COO at OctaveWealth
at
OctaveWealth
1 work email found
@octavewealth.com
3 phones found area 503 and 855
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
VP of Business Development & COO at OctaveWealth
Location
San Francisco, California, United States
Company size
Who is Jessie Li, Cfa? Overview
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Quick answer
Jessie Li, Cfa is listed as VP of Business Development & COO at OctaveWealth at OctaveWealth, a company with 4 employees, based in San Francisco, California, United States. AeroLeads shows a work email signal at octavewealth.com, phone signal with area code 503, 855, and a matched LinkedIn profile for Jessie Li, Cfa.
Jessie Li, Cfa previously worked as VP of Business Development & COO at Octavewealth and Business Development at Octavewealth. Jessie Li, Cfa holds Ba, Economics from University Of California, Berkeley.
Company email context
Email format at OctaveWealth
This section adds company-level context without repeating Jessie Li, Cfa's masked contact details.
{first}@octavewealth.com
89% confidence
AeroLeads found 1 current-domain work email signal for Jessie Li, Cfa. Compare company email patterns before reaching out.
Profile bio
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.
Listed skills include Equities, Etfs, Securities Lending, Portfolio Management, and 16 others.
Current workplace
Jessie Li, Cfa's current company
Company context helps verify the profile and gives searchers a useful next step.
Octavewealth
7 roles
Jessie Li, Cfa work experience
A career timeline built from the work history available for this profile.
Business Development
Drove new business selling 401(k) solutions to small and medium sized business
Mar 2016 - Aug 2017
Chef & Sommelier
Current
Sips And Pieces
Chef & Sommelier specializing in seasonal wine paired dinners for private events.
Dec 2015 - Present
Chef De Partie
Canape and Garde Manger at Michelin starred, fine dining restaurant
Aug 2015 - Dec 2015
Vice President, Multi-Asset Strategies
Helped drive new business for multi-asset investment solutions with Institutions and Financial Advisors
Jan 2010 - Feb 2015
Associate, Ishares Product
Created competitive positioning, analysis, and marketing and sales content that supported iShares ETF fund launches and sales
Dec 2008 - Dec 2009
Associate, Securities Lending & Cash
Managed trade operations, loan recalls, and traded US and International equities in Securities Lending & Cash
Aug 2006 - Nov 2008
3 education records
Jessie Li, Cfa education
Ba, Economics
Certificate Of Culinary Arts
Study Abroad, Economics
FAQ
Frequently asked questions about Jessie Li, Cfa
Quick answers generated from the profile data available on this page.
What company does Jessie Li, Cfa work for?
Jessie Li, Cfa works for OctaveWealth.
What is Jessie Li, Cfa's role at OctaveWealth?
Jessie Li, Cfa is listed as VP of Business Development & COO at OctaveWealth at OctaveWealth.
What is Jessie Li, Cfa's email address?
AeroLeads has found 1 work email signal at @octavewealth.com for Jessie Li, Cfa at OctaveWealth.
What is Jessie Li, Cfa's phone number?
AeroLeads has found 3 phone signal(s) with area code 503, 855 for Jessie Li, Cfa at OctaveWealth.
Where is Jessie Li, Cfa based?
Jessie Li, Cfa is based in San Francisco, California, United States while working with OctaveWealth.
What companies has Jessie Li, Cfa worked for?
Jessie Li, Cfa has worked for Octavewealth, Sips And Pieces, Spruce Restaurant, and Blackrock.
Who are Jessie Li, Cfa's colleagues at OctaveWealth?
Jessie Li, Cfa's colleagues at OctaveWealth include Rikin Shah.
How can I contact Jessie Li, Cfa?
You can use AeroLeads to view verified contact signals for Jessie Li, Cfa at OctaveWealth, including work email, phone, and LinkedIn data when available.
What schools did Jessie Li, Cfa attend?
Jessie Li, Cfa holds Ba, Economics from University Of California, Berkeley.
What skills is Jessie Li, Cfa known for?
Jessie Li, Cfa is listed with skills including Equities, Etfs, Securities Lending, Portfolio Management, Hedge Funds, Investments, Asset Management, and Alternative Investments.
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