Summary
Overview
Work History
Education
Additional Experience And Achievements
Timeline
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Kathy Li

Summary

Passionate professional with a unique blend of experience in the art and finance sectors, seeking to leverage my background in art exhibitions and client management to expand the art market.

Overview

4
4
years of professional experience

Work History

Curator

NPI Foundation
01.2023 - 01.2024
  • Organized an art exhibition showcasing the talents of autistic children, resulting in raising $10,000 for autism awareness
  • Collaborated with artist Fu Chong and World Economic Forum Community to curate a groundbreaking exhibit, receiving reviews and widespread media coverage.

Client Assistant

Freeman's Auction House
10.2023 - 12.2023
  • Drove client engagement in the prestigious fall auction at Freeman's, one of America's oldest auction houses
  • Managed high-value art auction tasks on behalf of clients, including handling pieces from the Northern Song Dynasty and paintings by Zhang Daqian
  • Utilized expert market analysis and precise bidding strategies to successfully secure targeted art collections for clients, demonstrating profound understanding and capability in art market dynamics and valuation

Investment Analyst, M&A Division

DealGlobe Capital
04.2022 - 12.2022
  • Developed and maintained a network in cross-border and domestic investment financing, facilitating new client acquisition and expanding relationships with potential investors
  • Improved communication between departments by facilitating interdepartmental meetings focused on problem-solving strategies

Research Intern, Bond Duration Department

Morgan Stanley China
09.2021 - 03.2022
  • Monitored risk management and conducted EBITDA financial reports for 13 trustee companies
  • developed strong relationships with external partners, facilitating effective collaboration on projects
  • Independently compiled weekly and monthly reports on significant market news about issuers and their bonds, and hosted expert conference calls

Wealth Planning Intern, Client Services

Guolian Securities Co. Ltd.
01.2021 - 05.2021
  • Coordinated with institutions for pre-IPO consultations, negotiations, and planning for IPOs and private placements
  • Conducted research and evaluations based on different fund product types, recommending financial services according to client needs
  • Utilized DCF models for valuation analyses based on market cap, competition, business models, and internal financial data, gaining approval from client companies and participating in financing discussions.

Business Planner, Huawei Team

Ogilvy
06.2020 - 12.2020
  • Gained digital & social experience, establishing Huawei's industry leadership image globally with the Huawei team
  • Conducted due diligence on potential strategic partners and new media platforms, maximizing investment returns
  • Independently created PPTs, competitive analyses, and reports, ensuring efficient execution and meeting outcomes.

Education

Master of Science - Education Entrepreneurship

University of Pennsylvania
Philadelphia, PA
2024

Bachelor of Science - Communication

Boston University
Boston
2020

Additional Experience And Achievements

  • Original Short Film, Boston University Film Festival, Award for Excellence, December 2019
    Directed an original short film that won an award for excellence at the Boston University Film Festival, showcasing creative storytelling and filmmaking skills.


  • Prudential UK Limited, Business Planning Competition, Winner, August 2018
    Achieved the winning prize in a competitive business planning contest organized by Prudential UK Limited, highlighting strategic thinking and business planning capabilities.

Timeline

Client Assistant

Freeman's Auction House
10.2023 - 12.2023

Curator

NPI Foundation
01.2023 - 01.2024

Investment Analyst, M&A Division

DealGlobe Capital
04.2022 - 12.2022

Research Intern, Bond Duration Department

Morgan Stanley China
09.2021 - 03.2022

Wealth Planning Intern, Client Services

Guolian Securities Co. Ltd.
01.2021 - 05.2021

Business Planner, Huawei Team

Ogilvy
06.2020 - 12.2020

Master of Science - Education Entrepreneurship

University of Pennsylvania

Bachelor of Science - Communication

Boston University

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Kathy Li