Charlotte Li

Partnerships & Operations Lead at Jiko
  • Claim this Profile
Contact Information
us****@****om
(386) 825-5501
Location
San Francisco, California, United States, US

Topline Score

Topline score feature will be out soon.

Bio

Generated by
Topline AI

You need to have a working account to view this content.
You need to have a working account to view this content.

Experience

    • United States
    • Financial Services
    • 1 - 100 Employee
    • Partnerships & Operations Lead
      • 2023 - Present

      San Francisco Bay Area 1st partnerships hire. Building Jiko's partnerships program to distribute its money storage product.

    • United States
    • Consumer Services
    • 700 & Above Employee
    • Manager, Business Development & Partnerships, Credit Cards
      • 2020 - 2022

      San Francisco, California, United States Credit Karma is the largest digital affiliate platform for financial products, and I worked on the partnerships team in their largest vertical, Credit Cards. I was responsible for sourcing, structuring, managing, and growing partnerships in the credit cards business, ranging from large bank institutions to FinTech issuers. I managed $80MM in annual revenue, and maintained positive YoY growth despite challenging economic conditions during the COVID recession.

    • Senior Business Analyst, Business Development & Partnerships, Credit Cards
      • 2018 - 2020

      San Francisco, California, United States I started at Credit Karma focusing on developing and executing growth initiatives and driving acquisition volume in the Cards business, from pricing strategy to product integrations to brand engagement initiatives. I supported the largest account and began independently managing a portfolio within 3 months.

    • Business Consulting and Services
    • 700 & Above Employee
    • Consultant, Actuarial & Advanced Analytics, Insurance
      • 2017 - 2018

      San Francisco, California, United States At Deloitte, I worked on providing advanced analytics services to insurance clients. In this role, I developed operational solutions for insurers for their most pressing challenges: bending the cost curve, streamlining outdated systems, and navigating regulatory changes. During this time, I achieved my actuarial credentials in the Casualty Actuarial Society, requiring 8 exams covering advanced statistical & probabilistic models, modern actuarial statistics, rate-making, coverage analysis… Show more At Deloitte, I worked on providing advanced analytics services to insurance clients. In this role, I developed operational solutions for insurers for their most pressing challenges: bending the cost curve, streamlining outdated systems, and navigating regulatory changes. During this time, I achieved my actuarial credentials in the Casualty Actuarial Society, requiring 8 exams covering advanced statistical & probabilistic models, modern actuarial statistics, rate-making, coverage analysis, financial mathematics, risk management, insurance law, and regulatory & financial reporting.

    • Business Analyst, Actuarial & Advanced Analytics, Insurance
      • 2015 - 2017

      New York, New York, United States I started off my career in an actuarial/analytics role, where I focused on loss reserve modeling and pricing for property/casualty insurance companies. I became an SME in statistical and actuarial techniques, including regression analysis, frequency-severity modeling, loss development tests, and evaluation of economic & regulatory trends.

Education

  • Columbia University
    B.S. Operations Research, Minor in Economics
    2011 - 2015

Community

You need to have a working account to view this content. Click here to join now