Judy Li Email and Phone Number
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Judy Li personal email
Eight years managing client relationships at Goldman Sachs and JPMorgan, with subject matter expertise in Escrow and controlled accounts. Experienced in onboarding/KYC, legal negotiations and deal closings for critical transactions and relationships. Served five years in leadership and advisory roles in the U.S. Army. Combat veteran of Operation Enduring Freedom as Senior Intelligence Officer in Afghanistan.I most enjoy collaborating and navigating across teams to find common ground towards a complex problem set. Teamwork and learning are key motivators for me.
Goldman Sachs
View- Website:
- goldmansachs.com
- Employees:
- 65498
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Transaction Banking – Onboarding And Implementation VpGoldman SachsNew York, Ny, Us
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Transaction Banking – Onboarding & Implementation VpGoldman Sachs May 2020 - PresentNew York, New York, United StatesEscrow Services: Client Service and Operations lead for a new Escrow offering in the banking industry. Collaborated in close partnership with Sales, Product, Legal, and Engineering teams to develop and deliver this new service to corporate clients. Also reviews escrow and account control agreements for the business during contract negotiation.Onboarding: Four years of KYC experience. Managed client pipeline as Team Lead; reviewed and advised clients of the bank’s regulatory requirements to onboard; directed deal closings for time sensitive transactions.Risk & Controls: 1 year in audit and risk framework roles for the Onboarding team. Works closely with Engineering, Product, and Financial Crime Compliance on data requirements that affect regulatory reporting.
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Deal Negotiator, Vp | Institutional Escrow | Corporate And Investment BankJ.P. Morgan May 2018 - May 2020Houston, Texas AreaDrove deal closings for Institutional Escrow Services by negotiating legal agreements with external counsel and corporate clients during the pre-signing period. Managed initial funding that included all aspects of account opening and funds flow operations. Assessed and balanced between business risk and client needs to deliver appropriate solutions daily. In two years, closed 200+ deals across multiple deal types, including Mergers and Acquisitions, Exchange Agents, Litigation, Project Finance, Performance, and Lending and Repayment Escrows. Areas of focus: client engagement, negotiation, deal execution -
Client Manager | Institutional Escrow | Corporate And Investment BankJ.P. Morgan Aug 2017 - Apr 2018Houston, TexasManaged a portfolio of client relationships consisting of over 450 accounts. Engaged daily with executive, legal and finance teams, and shareholder representatives in support of primarily mergers and acquisitions. Responsible for all aspects of account management and transactions in the post-closing period to support clients and facilitate disbursement of escrowed funds. Areas of focus: client engagement, funds disbursement, account management.
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Project Manager | Treasury Services | Corporate And Investment BankJ.P. Morgan Mar 2016 - Aug 2017Houston, TexasProvided change management structure to Treasury Service products. Performed impact analysis to identify changes affecting clients and service managers. Responsible for internal and client communications, development and execution of project deliverables, and production of work plans to meet change objectives. Areas of focus: project management, change management, communication development, strategic planning
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Military Intelligence Officer, CaptainU.S. Army May 2011 - Mar 2016United States | Germany | AfghanistanServed as a Senior Intelligence Officer and Senior Security Manager in Germany, Afghanistan, and the United States; directed intelligence collection, operations, and report production for two Army battalions of 500+ troopers; led improvements in organizational security, anti-terrorism, and force protection programs; implemented security and intelligence training, policies, and procedures. Responsibilities during deployment to Afghanistan included management of an interdisciplinary team, production of time sensitive analysis and written assessments, strategic collaboration with partners across multiple areas, and key speaker to various audiences, VIP, and general officers.
Judy Li Skills
Judy Li Education Details
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Chinese, Systems Engineering
Frequently Asked Questions about Judy Li
What company does Judy Li work for?
Judy Li works for Goldman Sachs
What is Judy Li's role at the current company?
Judy Li's current role is Transaction Banking – Onboarding and Implementation VP.
What is Judy Li's email address?
Judy Li's email address is ju****@****gan.com
What schools did Judy Li attend?
Judy Li attended United States Military Academy At West Point.
What skills is Judy Li known for?
Judy Li has skills like Intelligence Collection, Data Analysis, Project Management, Strategic Partnerships, Negotiation, Change Management, Interdisciplinary Collaboration, Client Engagement, Team Development, Strategic Planning, Written And Oral Communication, Account Management.
Who are Judy Li's colleagues?
Judy Li's colleagues are Andrei Arsene Simion, Karla Sofia Perez, Moulya K, Shashikiran Satyanarayana, Chao Feng, Ian Silverbrand, Sameera Durbha.
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