Annie Li is an experienced finance professional with a background in investment banking and wealth management. As an Investment Banking Analyst at Lazard, Annie has gained valuable insights into financial transactions and advisory services. Previous experience includes a role as a Leveraged Credit Summer Analyst at KKR & Co. Inc., where Annie focused on credit markets, and an internship in Wealth Management at UBS, which provided exposure to client investment strategies. Additionally, Annie held a position as a Research and Investments Intern at Pareto Holdings, contributing to investment research and analytical projects.
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