Zhuoli H. in

Zhuoli H.

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Financial Services Professional at NYLIFE Securities LLC
📍 Raleigh, North Carolina, United States

Zhuoli is a Financial Services Professional at NYLIFE Securities LLC, specializing in retirement planning, college funding, and lifetime income strategies. Leveraging her background in Mathematical Finance from UNC Charlotte, she offers comprehensive financial analysis and solutions. Colleagues describe her as hard-working, professional, and detail-oriented.

Zhuoli is a dedicated participant in her universitys Professional Development Program. She often represents UNC Charlotte at events, speaking with and mentoring prospective students, showcasing a commitment to helping others develop their careers. She has a wonderful and professional attitude in her responsibilities.

Unique fact: Zhuoli began her academic journey studying Chemistry before successfully pivoting to a career in mathematical finance and financial services.

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Experience
15 Years
Current Role
Financial Services Professional
Location
Raleigh, North Carolina, United States
Personality Overview

How Zhuoli shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Zhuoli cares about

Retirement Planning
Her work focuses on helping clients with retirement strategies, including 401(k) consolidation, IRA rollovers, and navigating Social Security.
Long-Term Financial Goals
Specializes in creating strategies for major life expenses such as college funding, managing costs for extended care, and building lifetime income.
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Career

Work history

8-2019
Financial Services Professional
NYLIFE Securities LLC
11-2018
Licensed Agent
New York Life Insurance Company
5-2017 - 7-2018
Product Manager
ETI Analytics
2013 - 2014
Market Research Associate
PLACE TRADE FINANCIAL INC
8-2011 - 12-2011
Data Analyst Intern
STEALTH COMPONENTS
In the press

Media appearances

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Education
Chemistry
University of North Carolina at Greensboro
Mathematical Finance
UNC Charlotte Belk College of Business
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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