Daniel Gao's Location
New York, NY, US
Daniel Gao's Work
- Private Wealth Advisor, Managing Partner @ Lincoln Financial Group
- Executive Director, Head of Affluent Client Benefits and Experience @ J.P. Morgan
- SVP, Head of High Net Worth Value Proposition and Citi Global Wealth @ Citi
- Vice President, Customer Insights and Strategy, Personal Investing @ Fidelity Investments
- Senior Director, Strategy and Planning, Personal Investing @ Fidelity Investments
- Senior Vice President, Insights and Planning Executive @ Bank of America
- Strategic Initiatives Leader @ GE Capital
- Market Insights Manager @ GE Capital
- Principal Corporate Strategy @ FedEx
- Senior Marketing Analyst; Project Manager @ FedEx
Daniel Gao's Education
- Yale School of Management
CIMA Program (Investment Management Theory & Practice)
2023 - 2023 - Massachusetts Institute of Technology - Sloan School of Management
Executive Program (Digital Strategy & Analytics)
2018 - 2018 - Beijing International Studies University
BA (International Trade & Economics)
- ASU | Thunderbird School of Global Management
MBA (Marketing and Finance)
Daniel Gao's Skills
- Business Strategy
- Strategy
- Strategic Planning
- Segmentation
- Business Planning
- Marketing Strategy
- Analytics
- Cross Functional Team Leadership
- Competitive Analysis
- Financial Modeling
Daniel Gao's Summary
Daniel Gao, based in New York, NY, US, is currently a Private Wealth Advisor, Managing Partner at Lincoln Financial Group, bringing 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 Business Strategy, Strategy, Strategic Planning, Segmentation, Business Planning and more, Daniel Gao contributes valuable insights to the industry. Daniel Gao has 2 emails on RocketReach.
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