Roger Li
Wealth Management Analyst at Morgan Stanley | Los Angeles Metropolitan Area
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Wealth Management Analyst at Morgan Stanley in January 2024 to Present
Senior Associate - Alternative Investment Operations at JPMorgan Chase & Co. in July 2023 to December 2023
Senior Associate - Alternative Investments Operations at First Republic in June 2022 to December 2023
Associate - New Accounts Operations at First Republic in January 2021 to June 2022
Investment Advisor at Mutual of Omaha in February 2020 to October 2020
Mortgage Intern at Bank of China in June 2017 to August 2017
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UC Santa Barbara, Bachelor of Science - BS, September 2026
UCLA, Certificate, September 2026
Cantwell-Sacred Heart Of Mary, September 2026
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Financial Planning
Asset Allocation
Investment Research
Trading
Alternative Investments
Client Prospecting
Data Analysis
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Discover more about Morgan StanleyWhat is Roger Li email address?
Email Roger Li at [email protected] and [email protected]. This email is the most updated Roger Li's email found in 2026.
How to contact Roger Li?
To contact Roger Li send an email to [email protected] or [email protected]. (updated on August 25, 2024)
What company does Roger Li work for?
Roger Li works for Morgan Stanley
What is Roger Li's role at Morgan Stanley?
Roger Li is Wealth Management Analyst
What is Roger Li's Phone Number?
Roger Li's phone (**) *** *** 178
What industry does Roger Li work in?
Roger Li works in the Financial Services industry.
Roger Li Email Addresses
Roger Li Phone Numbers
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