Lily Li

Senior Vice President, Citi Global Wealth, USA Citi

Lily Li is a thought leader and strategist in the financial services and management consulting industry with 12-year rich experience in wealth, banking, digital and innovation, institutional operating model, Start-up partnership and investing. As SVP at Citi Global Wealth, she plays an important role in bringing in emerging wealth business models, global strategy and value propositions, client-centric experience, advisor-focused enablers, and forward-looking digital wealth capabilities and growth innovation. She is a regular speaker, panelist and author to conference and industry papers. Throughout her career, she has successfully strategized organizational vision and structure, managed business development, transformed operating model, executed digital transformation, and launched next-gen experience and products end-to-end from ideation to client-live. Lily holds a Master at Columbia University and Bachelor Honors at University of Rochester. She has solid domains in advisory, finance, digital product, investment and data informed analysis for enterprise and cross border business.

Citi Global Wealth, 388 Greenwich St, New York, NY 10013, USA Tel: +1 201 763 3512; E-mail: lily.li@citi.com