Vicky Mengfei Li
Paraplanner and Trading Operations Associate @Everoak Wealth Co
San Diego, CA, US
EMAILS
v••••@everoakwealth.com
MOBILE NUMBERS
+12•••••••47
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WORK HISTORY
Jan 2025 — Present
Paraplanner and Trading Operations Associate @Everoak Wealth Co
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EDUCATION
2011 — 2011
University of California, Berkeley
Bachelor
2008 — 2012
University of Macau
Bachelor
2012 — 2014
San Diego State University-California State University
Master of Science (M.S.)
SKILLS
Personal Financial PlanningReal Estate Investment ConsultingPortfolio ManagementMandarinCorporate FinanceCantoneseFinancial AnalysisMicrosoft ExcelPowerpointIdentifying Financial ProblemsBudgeting and ForecastingAnalyzing the Financial Situation of Markets and FirmsInvestigating Timely Financial InformationPlanning and Promoting BusinessDeveloping Profitability Models for New Projects and ProductsFinancial ReportingOffering Financial Consultation and RecommendationsConducting Business SurveysWriting Business Analysis ReportsWorking with Cross-Functional TeamCoordinating Team WorkEviewsEconomicsChinesePortugueseDanishResearchMicrosoft OfficeValuationUsing Financial SoftwareInvestmentsManagementAuditing
ABOUT VICKY MENGFEI LI
Self-motivated, detail-oriented and conscientious CFP® professional with an MSBA degree…
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