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Hao Dong Location
San Jose, CA, US
Hao Dong Work
Investment Strategist, Vice President @ (June 2025 - Present)
Private Wealth Analyst @ (May 2022 - June 2025)
Analyst @ (January 2022 - May 2022)
Portfolio Associate @ (May 2018 - January 2022)
Registered Client Service Associate @ (July 2014 - May 2018)
Intern @ (July 2013 - June 2014)
Research Assistant @ (May 2013 - September 2013)
After School Youth Advisor @ Evergreen United Education Foundation (July 2012 - January 2013)
Sales Associate @ (July 2011 - January 2012)
Hao Dong Education
Santa Clara University
Bachelor of Science (BS) (Economics)
2010-2014
Hao Dong Skills
Cash Handling Experience
Cashiering
Critical Thinking
Customer Service
Data Analysis
Event Planning
Facebook
Insurance
Leadership
Mac
Microsoft Excel
Microsoft Office
Microsoft Word
PowerPoint
Public Speaking
Research
Sales
Series 66
Series 7
Social Media
Social Networking
Store Operations
Teamwork
Wine Tasting
Hao Dong Summary
Hao Dong, based in San Jose, CA, US, is currently a Investment Strategist, Vice President at Rockefeller Capital Management. Hao Dong brings experience from previous roles at Rockefeller Capital Management, Sand Hill Global Advisors and Morgan Stanley. Hao Dong holds a 2010 - 2014 Bachelor of Science (BS) in Economics @ Santa Clara University. With a robust skill set that includes Cash Handling Experience, Cashiering, Critical Thinking, Customer Service, Data Analysis and more. Hao Dong has 2 emails and 1 mobile phone numbers on RocketReach.
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