Daniel Gao Email & Phone Number
Private Wealth Advisor, Managing Partner @ Osaic
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Daniel Gao Location
- New York, NY, US
Daniel Gao Work
- 2022 -now Private Wealth Advisor, Managing Partner @ Osaic
- 2022 -2022 Executive Director, Wealth Management, Head of Affluent Client Benefits and Experience @
- 2018 -2022 Senior Vice President, Head of High Net Worth Value Proposition and Citi Global Wealth @
- 2016 -2018 Vice President, Personal Investing @
- 2013 -2016 Senior Director, Strategy and Planning, Personal Investing @
- 2010 -2013 Senior Vice President, Insights and Planning Executive @
- 2006 -2010 Strategic Initiatives Leader and Corporate Finance and Market Insights and Strategy @
- 2000 -2006 Principal Corporate Strategy @
Daniel Gao Education
- Yale School of Management
CIMA Program (Investment Management Theory & Practice)
2023-2023 - Thunderbird School of Global Management
Daniel Gao Skills
- Investment Management
- Holistic Financial Planning
- Succession Planning
- Retirement Planning
- Segmentation
- Analytics
- Business Strategy
- Cross-functional Team Leadership
- Financial Modeling
- Product Management
- Strategic Planning
- Customer Experience
- Financial Analysis
- Customer Analysis
- Marketing Strategy
- Market Research
- Banking
- Change Management
- Business Analysis
- Product Marketing
- Marketing Management
- Forecasting
- Business Planning
- Marketing Analytics
- Business Development
- Strategic Partnerships
- Analysis
- Management Consulting
- Integrated Marketing
- Management
- Analytical Skills
- Digitization
- Digital Strategy
- Digital Analytics
- Brokerage
- Retirement
- Wealth Management
Daniel Gao Summary
- Daniel Gao, based in New York, NY, US, is currently a Private Wealth Advisor, Managing Partner at Osaic. Daniel Gao brings experience from previous roles at J.P. Morgan, Citi and Fidelity Investments. Daniel Gao holds a 2023 - 2023 CIMA Program in Investment Management Theory & Practice @ Yale School of Management. With a robust skill set that includes Investment Management, Holistic Financial Planning, Succession Planning, Retirement Planning, Segmentation and more. Daniel Gao has 2 emails and 1 mobile phone numbers on RocketReach.
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