Peter Dao Location
- New York, NY, US
Peter Dao Work
- 2024 -now Growth Consultant
- 2022 -2024 Vice President and Branch Manager @ Cetera Investment Services LLC
- 2021 -2022 Sales Director @
- 2015 -2021 Speaker and Advocate and NFLPA Registered Player Financial Advisor and Consultant @ Diversity and Inclusion
- 2017 -2019 Vice President, Northeast Region @ AXA Advisors, LLC
- 2013 -2015 Wealth Management Advisor @
- 2011 -2013 Vice President - Advisor @ HSBC Securities Inc. and Fidelity Investments Inc.
- 2008 -2011 Vice President of Product and Relationship Management @ OppenheimerFunds
- 2003 -2008 Head of National Direct and Employer Channel Sales - Sr. Director of Institutional Relationship Mgmt. @ Upromise
- 2001 -2003 Tuition Financing Consultant @ TIAA-CREF
- now
Peter Dao Education
- Princeton University
MPA/URP (Joint Masters Public Affairs and Urban Regional Planning)
- Amherst College
BA
Peter Dao Skills
- Executive Management
- Strategic Planning
- Leadership
- Business Development
- Corporate Development
- Public Speaking
- Management
- Competitive Intelligence
- Business Strategy
- Team Building
- Training & Development
- Team Leadership
- Sales Management
- Recruiting
- Coaching
- Mentoring
- Financial Services
- Certified Financial Planner
- Financial Planning
- Wealth Management
- Asset Allocation
- Asset Management
- Asset Protection
- Investment Management
- Life Insurance
- Financial Advisory
- Retirement Planning
- Estate Planning
- Succession Planning
- 401k Rollovers
- Financial Risk Management
- College Savings Plans
- Income Protection
- Multi-generational Planning
- Wealth Transfer
- Wealth Preservation Planning
- Finance
- Investments
- Strategy
- Fixed Income
Peter Dao Summary
- Peter Dao, based in New York, NY, US, is currently a Growth Consultant at Self Employed. Peter Dao brings experience from previous roles at Cetera Investment Services LLC, Mutual of Omaha, Diversity and Inclusion and AXA Advisors, LLC. Peter Dao holds a MPA/URP in Joint Masters Public Affairs and Urban Regional Planning @ Princeton University. With a robust skill set that includes Executive Management, Strategic Planning, Leadership, Business Development, Corporate Development and more. Peter Dao has 1 emails and 2 mobile phone numbers on RocketReach.
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