J

Jeffrey Li's email & phone

Position:Wealth Management Associate at Theorem Wealth an MForce Capital Partner
Experience:2 years
Location:Richardson, Texas, United States

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Work Experience

Wealth Management Associate at Theorem Wealth an MForce Capital Partner

Sep 2025 - Current

Auto Finance Summer Analyst at Ally

May 2025 - Aug 2025

Client Development Manager at OptimalShip

Feb 2024 - Jan 2025

Jeffrey Li started working in 2024, then the employee has changed 2 companies and 2 jobs. On average, Jeffrey Li works for one company for 6 months.

Education

Bachelor of Science - BS at Naveen Jindal School of Management, UT Dallas

The London School of Economics and Political Science (LSE)

Frequently Asked Questions

What is Jeffrey Li's minimum period of employment in the companies?

Jeffrey Li's minimum period of employment in various companies is 3 months.

What is Jeffrey Li's average duration of employment for different companies?

On average, Jeffrey Li works for one company for 7 months

What industries has Jeffrey Li worked in?

Jeffrey Li works in the Financial Services. Previously, Jeffrey Li worked in the Transportation/Trucking/Railroad.

What positions has Jeffrey Li held before?

Previously, Jeffrey Li worked as a Auto Finance Summer Analyst, and Client Development Manager.

How do I contact Jeffrey Li?

Jeffrey Li's email address is l********y@theoremwm.com, phone number is +1-***-***-6462. Sign up to get contact details.

Who is the President/CEO/Director of the Theorem Wealth an MForce Capital Partner?

The President/CEO/Director of the Theorem Wealth an MForce Capital Partner is Gianna Sciarrilli

Who are Jeffrey Li's peers at other companies?

Jeffrey Li's peers at other companies are Nick Hiebert and Mara Corley and Maria Hall

Jeffrey Li Namesakes

Name
Company
Position
J
Software Engineer

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