Charlotte Li

Charlotte has spent her career in commercial and consumer banking and lending and is passionate about helping financial institutions harness and protect their data with cutting-edge AI technology. She currently leads the Banking and Credit strategy at Egnyte, a content cloud that provides financial institutions, including CRE firms, with collaboration, intelligence, and governance tools. Before Egnyte, she spearheaded partnerships for a commercial neobank and broker-dealer, growing AUM from $100MM to $500MM. She also played a key role at Credit Karma, building its credit card acquisition strategy through partnerships with card issuers.