Tracy Li is a skilled expert, who works in Cna Insurance main office of which is in 226. on the position of Director of Corporate Development since 2019. This expert gained professional experience in more than nine positions at various companies. Tracy Li went to the The University of Texas at Dallas and was studying there from 2014 to 2015. This person has such qualifications as Series 79 and Series 63. Chicago, Illinois is the city, where the professional was known to settle. Tracy's contacts are easily accessed through SoftwareOfficial on demand.
Name variants:
Tracey Li,
Tracie Li,
Traci Li
Last updated Jun 23, 2024
Contact Information
Last Update
Jul 5, 2022
Email
t.**@lek.com, tr**@gmail.com
Location
Chicago, IL
Company
Workplace
Colleagues
Work History
Investment Banking - Mergers and Acquisitions - Global Industrials
10250 Constellation Blvd, Los Angeles, CA 90067
Advised global industrial companies on sell-side, buy-side and capital-raising transactions
Conducted due diligence with company executives articulating market attractiveness, financial pe...
2015 — 2019
Staff Accountant
6500 International Pkwy SUITE 1500, Plano, TX 75093
Jul 2014 — May 2015
Fund Accountant Intern
270 Park Ave, New York, NY 10010
Maintained working knowledge of financial instruments, Accounting and ancillary systems utilized by client base
Acted as an escalation point between Accounting Delivery and offshore Recon ...
Jul 2013 — Mar 2014
Investment Banking Credit Risk Management
270 Park Ave, New York, NY 10010
Member of Global Credit Risk Management team that oversees the bank’s credit relationship with Fortune 500 financial institutions; specialized in large-cap insurance companies, asset manager...
2009 — 2013
Partner and Store Manager and Sales Associate and Bookkeeper
Supervised, scheduled, hired, trained, and disciplined personnel
Maximized net profit by managing budgets, marketing, merchandising, and rotating inventory of stock
Prepared monthly finan...
Oct 2006 — Nov 2009
Education
2014 — 2015
2012 — 2014
2011 — 2012
2006 — 2009
2003 — 2005
Occupations
Executive
Director
Accountant
Finance and Accounting Specialist
Chief Executive Officer
Financial Director
Analysts
Operations Manager
Accounting Bookkeeper
Bookkeeper
Corporate Executive
Chief Executive
Financial Officer
Financial Manager
Skills
Financial Modeling
Investment Banking
Valuation
Financial Analysis
Capital Markets
Bloomberg
Corporate Finance
Data Analysis
Fixed Income
Private Equity
Structured Finance
Credit Analysis
Client Presentation
Industry Research
Legal Documents
Due Diligence
Business Strategy
Business Development
Strategic Planning
Leadership
Mergers and Acquisitions
Leveraged Finance
Cross Functional Team Leadership
Business Process Improvement
Financial Forecasting
Project Management
Executive Level Communication
Deal Execution
Corporate Fp&A
Organization Skills
Account Reconciliation
Microsoft Office
Financial Accounting
Customer Service
Management
Time Management
Sales
Teamwork
Quickbooks
General Ledger
Training
Outlook
Team Leadership
Problem Solving
Negotiation
Store Operations
Retail Sales
Inventory Control
Retail
Fund Accounting
FAQs about Tracy Li
What is the profession of Tracy Li?
This professional's job is Director of Corporate Development
What jobs is Tracy Li proficient at at?
Tracy is a professional such jobs as Executive and Director.
Where does Tracy Li live?
The expert lives in Chicago, Illinois.
What is the expert's email?
The expert's email is t.**@lek.com and tr**@gmail.com.
Where did Tracy Li work?
The expert worked at Cna Insurance, Keller Williams Realty, Inc..
Where has Tracy Li studied?
Tracy studied at the University of Texas at Dallas from 2014 to 2015.
Are there any certifications Tracy Li has?
The expert received the following certifications: Series 79 and Series 63.
What languages does Tracy Li speak?
Tracy Li speaks English and Mandarin.