Kimmy Li

Kimmy Li has over 10 years of experience in the financial industry. Kimmy began their career in 2009 as a Financial Data Associate at Moody's Investors Service, where they worked to improve the transparency of various security deals and identified all intermediaries within deals using each security's prospectus. In 2010, they moved to BNY Mellon as a Jr. Financial Analyst, where they researched and resolved data issues by verifying with financial information from Bloomberg, compiled SOIs for Mutual Funds using financial data from Bloomberg and InvestOne, and assisted VP with tax calculations included with Financial Statements to shareholders. In 2011, they joined 33Across Inc. as a Financial Analyst.

Kimmy Li attended Baruch College from 2006 to 2008, where they earned a BBA in Finance/Investments. Prior to that, they attended Stony Brook University from 2003 to 2005, studying Business Management.