Rosie Li

Rosie Li is an accomplished finance professional with over six years of client relationship and sales experience in retail distribution and corporate banking. They have served as a Manager Client Advice at CIBC since 2017, previously holding roles as a Senior Consultant and several positions in financial services. Rosie has also gained valuable experience in corporate account management at HSBC and customer service at Standard Chartered Bank. A graduate of The Chinese University of Hong Kong with a Bachelor's in Business Administration, Rosie is passionate about financial planning, credit, and investment, and is recognized for outstanding performance through multiple awards. Additionally, they are a rescue diver and an avid traveler, having explored 68 countries.