Li Zhang, CFA
Matthews, North Carolina, United States
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Li Zhang, CFA is a highly skilled financial professional with 26.8 years of experience. Based in Matthews, North Carolina, Li Zhang specializes in economic forecasting and research on major US and China economic indicators, particularly in interest rates and monetary policy. With expertise in equity market top-down macro research and bottom-up sector/company valuation, Li Zhang is well-versed in financial statements, metrics, and valuation techniques. Additionally, Li Zhang has extensive knowledge of financial and economic databases, including Bloomberg, FactSet, Starmine, and Haver. Additionally, Li Zhang is an expert in consumer lending products.
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Research Details
Skills & Insights
Colleagues

Emails and Phone Numbers

@capitalone.com
@capitalone.com
@capitalone.com
@hotmail.com
@wedgecapital.com
@wedgecapital.com
@wedgecapital.com
+1 704334****
+1 901365****
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About

Specialties: Highly skilled in economic forecasting and research on major US and China economic indicators and their effects on interest rates and monetary policy; Versatile in equity market top-down macro research and bottom-up sector/company valuation; In depth knowledge of financial statements, financial metrics and valuation techniques; Very familiar with financial and economic databases such as Bloomberg, FactSet, Starmine and Haver;Expert on various consumer lending products

Work Experience

301 S. College Street, Suite 3800, Charlotte, NC, 28202, US

Investment Management

30
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Li Zhang, CFA's Professional Milestones

  • Lead Business Analyst (2009-05-01~2009-12-01): Conducted comprehensive data analytics to help guide strategic decision-making and drive business growth.
  • Senior Knowledge And Research Analyst (1998-07-01~2002-06-01): Conducted in-depth research on key business issues, contributing to informed decision-making and informed business decision-making.
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Education

Northern Illinois University
Northern Illinois University

Master Of Science,

Masters,

Operations Research

788918400-852076800
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