In his role as Vice President of The Financial Services Network’s Portfolio Consulting team, Hao offers trade and investment support for Drishti Wealth Management, which includes trade execution, due diligence, research, portfolio analytics and administration, as well as market updates.
Prior to joining The Network, 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.
Hao lives in Northern California with his family. In his spare time, he can be found golfing, playing softball, reading, or watching baseball.
Education
- Master of Business Administration, CSU Sacramento
- Bachelor of Science in Business Administration, CSU Sacramento
Professional Qualifications
- FINRA Series 7: General Securities Representative Examination held through LPL Financial
- FINRA Series 66: NASAA Uniform Combined State Law Examination held through Strategic Wealth Advisors Group