Profiel
Ms. Lisa Xinnan Li is Investment Analyst at Traub Capital Management LLC.
Ms. Xinnan Li holds a BS degree of Economics & International Trade from Sichuan University and is currently completing her MS of Financial Service and Banking at Suffolk University, Boston.
She has abundant experience in spreadsheet analysis from her experience working at a real estate investment company, public accounting firm, and commercial bank.
Ms. Xinnan Li is now working toward her CFA certificate.
Eerdere bekende functies van Lisa Xinnan Li
Bedrijven | Functie | Einde |
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Traub Capital Management LLC
Traub Capital Management LLC Investment ManagersFinance Traub Capital Management LLC (TCM) is an independent, SEC-registered investment advisor headquartered in Needham, Massachusetts. The firm was founded by Heydon Traub in 2003, and provides portfolio management services to individuals, high net-worth individuals, corporate retirement and profit-sharing plans, and trusts. | Analyst-Equity | - |
Opleiding van Lisa Xinnan Li
Arizona State University | Undergraduate Degree |
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Bedrijven in privébezit | 1 |
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Traub Capital Management LLC
Traub Capital Management LLC Investment ManagersFinance Traub Capital Management LLC (TCM) is an independent, SEC-registered investment advisor headquartered in Needham, Massachusetts. The firm was founded by Heydon Traub in 2003, and provides portfolio management services to individuals, high net-worth individuals, corporate retirement and profit-sharing plans, and trusts. | Finance |