Summary
Overview
Work History
Education
Skills
Accomplishments
Languages
Timeline
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Robert Li

Los Angeles,CA

Summary

First-year university student with internship experiences 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 experiences 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, developing not just skills but also a curiosity to keep learning.
  • Lead 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 a 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).

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.

Education

Bachelor of Arts - Economics

University of California, Los Angeles
Los Angeles, CA
06-2029

Skills

  • Leadership team building
  • Communication through various channels
  • Time management & reliability
  • Performance under time pressure
  • Financial literacy

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

Languages

English
Native or Bilingual
French
Limited Working
Chinese (Mandarin)
Native or Bilingual

Timeline

President

Appleby Investment Club
09.2024 - 06.2025

Intern

Trinity Financial Services
07.2024 - 07.2024

Founder & President

Appleby DECA Club
07.2023 - 06.2025

Bachelor of Arts - Economics

University of California, Los Angeles

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Robert Li