Daisy Hui Corona
Financial Advisor, Portfolio Advisor
- Role
- Financial Advisor at Merrill Lynch
- Location
- Princeton, NJ, US
- LinkedIn followers
- 500 followers
About Daisy Hui Corona
Daisy Hui Corona is a Financial Advisor who specializes in helping business leaders and high‑net‑worth investors identify and evaluate the financial challenges they face throughout the wealth lifecycle. She develops tailored strategies designed to address each client\'s unique goals, priorities, and circumstances. Ms. Corona is a Certified Private Wealth Advisor® (CPWA®) professional, a designation that reflects advanced knowledge in the accumulation, preservation, and distribution phases of wealth. This credential emphasizes applying sophisticated wealth‑management strategies to the complex needs of affluent individuals, families, corporate executives and closely held business owners. She is also a Certified Exit Planning Advisor (CEPA®) designee. The CEPA program is widely recognized as a leading credential in the exit‑planning profession. This training equips Ms. Corona to work with business owners in a comprehensive and holistic manner, helping them make well‑informed decisions as they prepare for succession, transition, or exit events. Ms. Corona earned her Master of Business Administration (MBA) from the University of Illinois Chicago. She also completed Executive Education at the Yale School of Management in Wealth Management Theory & Practice. In addition, she holds the FINRA Series 6, 63, 65, and 7 registrations.*Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CPWA® and Certified Private Wealth Advisor®. Use of CPWA®, and/or Certified Private Wealth Advisor® signifies that the user has successfully completed the Institute\'s initial and ongoing credentialing requirements for wealth advisors.
Experience
Financial Advisor
Sep 2024 — Present
Education
University of Illinois at Chicago - Graduate College
Masters of Business Administration, MBA
2002 — 2003
Yale School of Management
Accredited Certificate Program
2023 — 2023
University of International Business and Economics
Bachelor's Degree
1998 — 2001
Skills
- Cross-Functional Team Leadership
- Marketing Strategy
- Strategic Planning
- Negotiation
- Supply Chain Management
- Management
- International Business
- Global Sourcing
- Business Strategy
- Product Development
- Sourcing
- Supply Chain
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