Client Service Specialist
- Hackensack Branch
- New York - Grand Central Branch
- Palm Beach Gardens Branch
- [email protected]
Li began his career in the financial services industry in 2012. He gained experience as an investment broker at National Securities and as a registered retirement plan specialist at Merrill Lynch, where he assisted clients with their retirement and tax-deferred investment vehicles. Li graduated from the University at Buffalo with a Bachelor of Science degree in Business Administration, with concentrations in finance, marketing, and international business.