Welcome

My name is Jackie Li and currently is a freshmen undergraduate in Zicklin School of Business, Baruch College with a passion of helping people reaching their financial goals.

Currently, I am building on to my career in the financial service industry, where I deliver creative and critical solutions for clients and forming long-term relationships and values. In my career, I’ve developed experiences of client-facing that requires a deep understanding of the clients’ needs. My goal is to make banking more personal and accessible. I believe that continuous learning, accountability, and the power of clear communication will reach me to my goals and increase self-values.

Outside of work, I’m always passionate about exploring new prospectives by having mentorship and stay on the top of the industry trends. I’m excited about the opportunities that allow me to learn, lead, and make a meaningful impact.