Kathy Li
About Kathy Li
Kathy Li is a Senior Financial Services Representative at CIBC with extensive experience in financial services and customer service roles.
Title
Kathy Li holds the position of Senior Financial Services Representative at CIBC. Her role involves providing clients with comprehensive financial services, advice, and support.
Current Position at CIBC
Kathy Li has been serving as a Senior Financial Services Representative at CIBC since 2017. In this role, she assists clients with their financial planning and investments, ensuring they receive tailored advice suited to their unique financial needs.
Previous Positions at CIBC
Prior to her current role, Kathy Li worked as a Financial Services Representative at CIBC from 2015 to 2016, and as a Customer Service Representative from 2013 to 2015. Her responsibilities included client support and financial consultations in these roles.
Experience at BMO Financial Group
From 2011 to 2012, Kathy Li was a Customer Service Representative at BMO Financial Group. She focused on delivering exceptional customer service and support, helping clients with their banking needs.
Tenure at China CITIC Bank
Kathy Li worked as a Financial Advisor at China CITIC Bank in Nanjing, Jiangsu, China, from 2000 to 2009. During her nine-year tenure, she provided financial advice and services to clients, helping them manage their finances effectively.
Education and Degree
Kathy Li studied at Nanjing University where she achieved her bachelor's degree in 1970. Her educational background laid a solid foundation for her career in financial services.