Vice President, Portfolio Consulting, Transitions & Integrations
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. Hao is a 2019 Level II CFA Candidate.
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.
Hao lives in Northern California, with his beautiful family. In his spare time, he can be found golfing, playing softball, reading or watching baseball.
- Master of Business Administration, CSU Sacramento
- Bachelor of Science in Business Administration, CSU Sacramento
- 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, and LPL Financial.
- CFA Level II Candidate