Helen Li
Student at University of Washington
- Role
- Part-time Internship - Investment Department at Massmutual Northwest
- Location
- Seattle, WA, US
- LinkedIn followers
- 500 followers
About Helen Li
Hi, my name is Helen. I’m a senior at the University of Washington’s Foster School of…
Experience
Part-time Internship - Investment Department
Sep 2024 — Present · Seattle, WA, US
Assists in holding events about investment face to Chinese families, collects and organizes clients’ information.Follow up targeting clients by calling & messaging to schedule appointments with a wealth-management advisor.Collaborates in a group of five to share & learn stock-related analysis skills, makes 5+ stocks trending analysis.
Education
University of Washington, Michael G. Foster School of Business
Bachelor of Arts, Business Administration
UW Foster School of Business
Bachelor of Business Administration - BBA, Finance, Information System
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