Charlotte Li
Financial Services Practice Lead @ Egnyte | Advancing AI and Digital Transformation in Financial Services | Speaker & Industry Advocate | Business Development & Go-to-Market
- Role
- Financial Services Practice Lead at Egnyte
- Location
- Raleigh, NC, US
- LinkedIn followers
- 500 followers
About Charlotte Li
I’m a business development and financial services strategy leader dedicated to helping…
Experience
Financial Services Practice Lead
Apr 2024 — Present · Raleigh, NC, US
Oversee business development and GTM strategy for Egnyte’s Financial Services Industry portfolio, focusing on banks, credit unions, non-bank lenders, and payment providers. Lead demand gen activities, sales enablement, and strategic partnerships.
Education
Columbia University
B.S. Operations Research: Engineering Management Systems. Minor in Economics
2011 — 2015
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