Actuarial Associate
Current
Oct 2022 - Present
AeroLeads people directory · profile
Mengze Li Email & Phone Number
Finance & Actuarial Science
at
Venerable
LinkedIn matched
✓ Verified Jun 2026
3 data sources
Profile completeness 86%
Current company
Role
Finance & Actuarial Science
Location
Wayne, Pennsylvania, United States
Company size
Who is Mengze Li? Overview
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Quick answer
Mengze Li is listed as Finance & Actuarial Science at Venerable, a company with 224 employees, based in Wayne, Pennsylvania, United States. AeroLeads shows a matched LinkedIn profile for Mengze Li.
Mengze Li previously worked as Actuarial Associate at Venerable and Financial Advisor Assistant at Clear Path Financial. Mengze Li holds Bachelor Of Science In Business Administration (Bsba), Finance from Drexel University.
Company email context
Email format at Venerable
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Venerable
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Profile bio
About Mengze Li
Drexel student pursuing a bachelor's degree focused in Finance. Penn States University graduate with a degree major in Economics. Skilled in finance, economics, computer software such as Microsoft Excel, and languages (Chinese, English and conversational Japanese).Worked as a financial advisor assistant at Clear Path Financial through Drexel coop. Currently pursuing actuarial exams after passing probability (P) and financial mathematics (FM) in succession.
Current workplace
Mengze Li's current company
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Venerable
2 roles
Mengze Li work experience
A career timeline built from the work history available for this profile.
Financial Advisor Assistant
- Documented and organized over 200 documents in the WBC database; helped financial advisor with his efficiency in reviewing the documents
- Developed yearly client cash flow projection excel spreadsheet and revised its professionalism, accuracy, appearance, and ease of using for customers; made pdf version of said projection table and made it fillable.
- Shadowed client meeting and cooperate development meeting, and provided insights from a co-oper’s perspective
- Collected potential clients’ information from LinkedIn and created prompting list that documented the name, photo, occupation and super link to the LinkedIn page of potential future clients; helped financial advisor.
Sep 2020 - Mar 2021
Team & coworkers
Colleagues at Venerable
Other employees you can reach at venerableannuity.com. View company contacts for 224 employees →
TF
Terri Foster
Colleague at VenerableAliso Viejo, California, United States, United States
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LS
Luann Shehan
Colleague at VenerableDes Moines, Iowa, United States, United States
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SE
Sara Ercolani
Colleague at VenerableDowningtown, Pennsylvania, United States, United States
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KK
Kathy Kirschbaum
Colleague at VenerableDes Moines, Iowa, United States, United States
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CF
Christie Fitzmire Heyduk
Colleague at VenerableHavertown, Pennsylvania, United States, United States
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ES
Eric Small
Colleague at VenerableGreater Philadelphia, United States
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AF
Alexandra Findleton
Colleague at VenerableNew York City Metropolitan Area, United States
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PS
Paul Sloand
Colleague at VenerableWest Chester, Pennsylvania, United States, United States
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GC
Gilbert Chua
Colleague at VenerableBryn Mawr, Pennsylvania, United States, United States
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JG
Jeffrey Gehring
Colleague at VenerableGlenmoore, Pennsylvania, United States, United States
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Terri Foster
Colleague at VenerableAliso Viejo, California, United States, United States
View →
LS
Luann Shehan
Colleague at VenerableDes Moines, Iowa, United States, United States
View →
SE
Sara Ercolani
Colleague at VenerableDowningtown, Pennsylvania, United States, United States
View →
KK
Kathy Kirschbaum
Colleague at VenerableDes Moines, Iowa, United States, United States
View →
CF
Christie Fitzmire Heyduk
Colleague at VenerableHavertown, Pennsylvania, United States, United States
View →
ES
Eric Small
Colleague at VenerableGreater Philadelphia, United States
View →
AF
Alexandra Findleton
Colleague at VenerableNew York City Metropolitan Area, United States
View →
PS
Paul Sloand
Colleague at VenerableWest Chester, Pennsylvania, United States, United States
View →
GC
Gilbert Chua
Colleague at VenerableBryn Mawr, Pennsylvania, United States, United States
View →
JG
Jeffrey Gehring
Colleague at VenerableGlenmoore, Pennsylvania, United States, United States
View →
2 education records
Mengze Li education
Bachelor Of Science In Business Administration (Bsba), Finance
Bachelor'S Degree, Economics
FAQ
Frequently asked questions about Mengze Li
Quick answers generated from the profile data available on this page.
What company does Mengze Li work for?
Mengze Li works for Venerable.
What is Mengze Li's role at Venerable?
Mengze Li is listed as Finance & Actuarial Science at Venerable.
Where is Mengze Li based?
Mengze Li is based in Wayne, Pennsylvania, United States while working with Venerable.
What companies has Mengze Li worked for?
Mengze Li has worked for Venerable and Clear Path Financial.
Who are Mengze Li's colleagues at Venerable?
Mengze Li's colleagues at Venerable include Terri Foster, Luann Shehan, Sara Ercolani, Kathy Kirschbaum, and Christie Fitzmire Heyduk.
How can I contact Mengze Li?
You can use AeroLeads to view verified contact signals for Mengze Li at Venerable, including work email, phone, and LinkedIn data when available.
What schools did Mengze Li attend?
Mengze Li holds Bachelor Of Science In Business Administration (Bsba), Finance from Drexel University.
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