Halley Li Email & Phone Number | *** my WHY *** I am passionate about a democratized banking system where all people are financially informed, empowered, and responsible to maximize life's potential, and all SMBs can focus on what they do best – running their businesses - not cobbling together deposits, loans, and receivables to overcome cash flow crunches. *** WHY me *** I am a strategic thinker and pragmatic operator with 14 years of experience spanning corporate strategy, product development (b2c, b2b, and b2b2c), GTM execution, and investor relations, and 8+ years in people management. I am a versatile cross-functional leader with both client- & partner-facing responsibilities and experience in infrastructural platforms & operations, as well as repeated success in balancing Fintech-speed delivery with Bank-grade legal, risks, compliance & controls requirements. *** my SUPERPOWERS *** data-driven decision making pragmatic problem solving strategic operation at scale dolphin swiss army knife *** my Training Ground *** Kellogg MBA Stanford MA JPMorgan Chase Goldman Sachs

Halley Li

*** my WHY *** I am passionate about a democratized banking system where all people are financially...
Dallas, Texas, United States

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Halley Li’s Email halley.li@gs.com

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Halley Li’s Location Dallas, Texas, United States

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Senior Director, Banking Strategy

2024-05-01 00:00:00 - Present

VP, Product, Strategy & Operations @ Transaction Banking (TxB)

2021-12-01 00:00:00 - 2024-05-01 00:00:00

Head of Strategy & Commercialization - "Chase for Business" / SMB Deposits Products

2018-07-01 00:00:00 - 2021-12-01 00:00:00

Chase Associate Program (CAP)

2016-08-01 00:00:00 - 2018-07-01 00:00:00

MBA Summer Intern, CPG Brand Management

2015-06-01 00:00:00 - 2015-08-01 00:00:00

Investor Relations Consulting & Crisis Management, Engagement Manager

2009-01-01 00:00:00 - 2014-01-01 00:00:00

Summer Analyst, Global Wealth Management

2009-01-01 00:00:00 - 2009-01-01 00:00:00

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Halley Li is a *** my WHY *** I am passionate about a democratized banking system where all people are financially informed, empowered, and responsible to maximize life's potential, and all SMBs can focus on what they do best – running their businesses - not cobbling together deposits, loans, and receivables to overcome cash flow crunches. *** WHY me *** I am a strategic thinker and pragmatic operator with 14 years of experience spanning corporate strategy, product development (b2c, b2b, and b2b2c), GTM execution, and investor relations, and 8+ years in people management. I am a versatile cross-functional leader with both client- & partner-facing responsibilities and experience in infrastructural platforms & operations, as well as repeated success in balancing Fintech-speed delivery with Bank-grade legal, risks, compliance & controls requirements. *** my SUPERPOWERS *** data-driven decision making pragmatic problem solving strategic operation at scale dolphin swiss army knife *** my Training Ground *** Kellogg MBA Stanford MA JPMorgan Chase Goldman Sachs