Tracy Li

Tracy Li has a strong background in corporate finance, strategy, and investment banking. Tracy is currently working as a Senior Director of Corporate Finance FP&A at Kin Insurance. Prior to this, Tracy held the position of Director of Strategy and Corporate Development at CNA Insurance from 2019 to 2021. Tracy also gained experience in investment banking and mergers and acquisitions at Houlihan Lokey from 2015 to 2019. Tracy started their career at J.P. Morgan in 2009, where they focused on investment banking credit risk management, specializing in large-cap insurance companies, asset managers, specialty finance, private equity funds, and hedge funds. Tracy was responsible for conducting industry research, financial analysis, and presenting recommendations to investment committees. Tracy's expertise lies in business due diligence, financial analysis, and strategic decision-making.

Tracy Li obtained a Master of Business Administration (MBA) degree with concentrations in Strategic Management, Finance, and Entrepreneurship from The University of Chicago Booth School of Business in the years 2013 to 2015. Prior to this, Tracy earned a Bachelor of Business Administration (BBA) degree in Finance and Investments from Baruch College. Tracy also holds additional certifications, including Series 63 and Series 79, although no specific information about the institution or dates of completion is provided.