The Financial Services Network Portfolio Consulting Services
Hao is a member of the Portfolio Consulting Team responsible for trade execution and portfolio administration. In his role as Vice President of the Portfolio Consulting team, he offers trade and investment support for Network advisors, which includes trading due diligence, research, portfolio analytics and market updates.
Prior to joining The Network in 2016, Hao served as a financial advisor for both Edward Jones and Merrill Lynch. In addition, he earned a wealth of experience in statistical analytics, budgeting and business operations at Wells Fargo and the Pacific Gas and Electric Company.