Hao V. Dong
Investment Strategist @ Rockefeller Capital Management | Vice President
- Role
- Investment Strategist, Vice President at Rockefeller Capital Management
- Location
- San Jose, CA, US
- LinkedIn followers
- 500 followers
About Hao V. Dong
Investment professional with 10 months of experience as an Investment Strategist at Rockefeller Capital Management and over 11 years in wealth management. I specialize in research, technical analysis, and client service. My current role focuses on developing and implementing innovative investment strategies for high-net-worth clients, driving investment research across various asset classes, and enhancing operational efficiency during the firm’s digital transformation.
Experience
Investment Strategist, Vice President
Rockefeller Capital Management
Jun 2025 — Present · Los Gatos, CA, US
At Rockefeller Capital Management, I developed and implemented innovative investment strategies for high-net-worth clients. My role involved driving investment research through technical and fundamental analysis across various asset classes. I also played a key part in the firm’s digital transformation, improving operational efficiency and trading execution. My efforts in establishing investment performance composite policies enhanced compliance and accuracy in asset management.
Education
Santa Clara University
Bachelor of Science (BS), Economics
2010 — 2014
Skills
- Customer Service
- Powerpoint
- Research
- Social Networking
- Sales
- Microsoft Word
- Public Speaking
- Microsoft Office
- Microsoft Excel
- Critical Thinking
- Cash Handling Experience
- Cashiering
- Mac
- Store Operations
- Series 7
- Series 66
- Data Analysis
- Event Planning
- Leadership
- Social Media
- Insurance
- Teamwork
- Wine Tasting
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