Vicky Mengfei Li
Paraplanner and Trading Operations Associate at Everoak Wealth Co
Based in San Diego, United States
7-day free trial · no credit card
Seniority
Staff
Department
Finance & Accounting
Location
San Diego
Industry
Financial Services
Company size
15
Contact information
Reveal Vicky's email and phone
Direct contact data is gated. Sign up and reveal. You only pay for verified records.
v•••••••@everoakwealth.com
Phone
5 credits+1 ••• •••• ••••
You only pay for valid records. Bounced emails and disconnected numbers cost nothing.
Background
About Vicky Mengfei Li
Self-motivated, detail-oriented and conscientious CFP® professional with an MSBA degree and a background in financial planning and investment management. Recognized as having strong organizational and leadership skills with demonstrated experience at work and several student associations’ activities. Quick with technology and open to learn new industry software. From college to work, I’m always the one energetically running students’ union activities, actively seeking practical experience, and developing my all-round skills. I’m also the one positive to life, warm-hearted to others, quickly learning new things, and working hard on studies and at jobs.
Decision-makers
Other people at Everoak Wealth Co
- KRDirector
Kelly Robertson
Director of Compliance · Finance & Accounting
- JMC-Team
Joel Malick
Partner · General Business & Management
- JGDirector
Jeff Gelais
Director of Financial Planning · Finance & Accounting
- JFC-Team
Jim Fredrick
Partner · General Business & Management
- TWC-Team
Tim Watson
Partner · General Business & Management
Build a list of verified contacts at Everoak Wealth Co
Free for 7 days · 50 credits · no card · only pay for verified records.
Reach more buyers like Vicky
250M+ professionals with verified email and phone. You only pay for records that actually verify.
7-day trial · no credit card · cancel anytime