Wendi Hao
Vice President & Private Client Advisor at J.P. Morgan Wealth Management at J.P. Morgan Wealth Management | Palo Alto, California, United States
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Vice President & Private Client Advisor at J.P. Morgan Wealth Management at J.P. Morgan Wealth Management in November 2023 to Present
Assistant Vice President, Financial Solutions Advisor at Bank of America Merrill Lynch in September 2022 to November 2023
Financial Solutions Advisor at Bank of America Merrill Lynch in February 2021 to September 2022
Advisor Development Program Relationship Manager at Bank of America Merrill Lynch in November 2019 to February 2021
Managing Director at NewDo Venture in May 2018 to November 2018
Director at 2 Waters Park in April 2018 to November 2018
Principal at NewDo Venture in February 2018 to May 2018
Client Service Management at BlackRock in October 2016 to June 2017
Financial Advisory Experienced Associate at PwC in February 2015 to November 2015
Technology Consultant at Platinum Enterprise Solutions, Inc. in August 2014 to January 2015
Summer Intern at Microsoft in June 2013 to September 2013
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University of Oxford, Oxford Young Entrepreneurial Leadership Program,, January 2014
University of California, Riverside, Master of Business Administration (MBA),Marketing/Marketing Management,General,, January 2012 to January 2014
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Investments
Venture Capital
Due Diligence
Research
Business Analysis
Financial Analysis
Event Planning
Business Strategy
Strategic Planning
Marketing Strategy
ERP
Portfolio Management
Entrepreneurship
Business Development
Management Consulting
Start-ups
Business Planning
Private Equity
Economics
Project Management
Asset Management
Asset Allocation
Microsoft Excel
Microsoft Office
Microsoft Word
PowerPoint
SPSS
Oracle E-Business Suite
Blockchain
Teamwork
Time Management
Critical Thinking
Client Services
Client Relations
Community Outreach
Community Development
Community Management
Leadership
Negotiation
Management
Communication
Mandarin
English
Global Client Management
Cryptocurrency
Start-up Ventures
Marketing Research
BlackRock Aladdin
Partnerships
Deal Sourcing
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Discover more about J.P. Morgan Wealth ManagementWhat is Wendi Hao email address?
Email Wendi Hao at [email protected]. This email is the most updated Wendi Hao's email found in 2026.
How to contact Wendi Hao?
To contact Wendi Hao send an email to [email protected].
What company does Wendi Hao work for?
Wendi Hao works for J.P. Morgan Wealth Management
What is Wendi Hao's role at J.P. Morgan Wealth Management?
Wendi Hao is Vice President & Private Client Advisor at J.P. Morgan Wealth Management
What is Wendi Hao's Phone Number?
Wendi Hao's phone (213) ***-*242
What industry does Wendi Hao work in?
Wendi Hao works in the Financial Services industry.
Wendi Hao Email Addresses
Wendi Hao Phone Numbers
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