Robert Li
Los Angeles,CA
Summary
First-year university student with internship experience in financial services and an extensive range of leadership skills. Thrives in teamwork and collaborative environments but also effective in solo research and analysis roles. Seeking opportunities to apply skills and experience while uplifting my colleagues and peers.
Overview
2
2
years of professional experience
Work History
President
Appleby Investment Club
09.2024 - 06.2025
- Taught financial literacy to over 30 members, helping develop not just skills but also a curiosity to keep learning.
- Led discussions and analysis for management of our club's virtual fund, including inviting guest speakers to provide different perspectives and networking opportunities.
Founder & President
Appleby DECA Club
07.2023 - 06.2025
- Founded DECA chapter at my high school after pitching to heads of school and recruiting a team of student executives.
- Organized weekly meetings, training workshops, and grew the club to 50 members out of 600 students (largest in school).
- Represented school at regional, provincial, & international levels of competition, participating in joint planning events and sharing teaching resources.
Intern
Trinity Financial Services
07.2024 - 07.2024
- Listened to market analysis meetings hosted by company leadership and associates from investment banks like JP Morgan, etc.
- Participated in online insurance policy meetings hosted by Manulife, creating detailed summaries and reporting to superiors.
- Researched insurance trends and explained inconsistencies.
Assistant Teacher
Spirit of Math School Inc.
09.2023 - 05.2024
- Taught and tutored math students (Grades 1–9) on topics from fractions to quadratics.
- Collaborated with instructors to evaluate student performance and learning approaches.
- Communicated progress and areas for improvement to parents during extra help sessions.
Education
Bachelor of Arts - Economics
University of California, Los Angeles
Los Angeles, CA06-2029
High School Diploma -
Appleby College
Oakville, CAN06-2025
Skills
- Leadership team building
- Communication through various channels
- Time management and reliability
- Performance under time pressure
- Innovation and creativity
- Patience and objective judgement
Accomplishments
- DECA ICDC Top 10 Finalist in Financial Consulting Event (2024)
- University of Toronto Rotman Boardroom Case Competition Finalist
- Appleby Student Club Leadership Distinction Award
Timeline
President
Appleby Investment Club
09.2024 - 06.2025
Intern
Trinity Financial Services
07.2024 - 07.2024
Assistant Teacher
Spirit of Math School Inc.
09.2023 - 05.2024
Founder & President
Appleby DECA Club
07.2023 - 06.2025
Bachelor of Arts - Economics
University of California, Los Angeles
High School Diploma -
Appleby College