Daniel Gao, CFP®, CIMA®, EA, is a Private Wealth Advisor and Managing Partner at Osaic Wealth. They previously held leadership roles at prominent financial institutions, including J.P. Morgan, Citi, Fidelity Investments, Bank of America, FedEx, and GE Capital. Daniel completed the CIMA Program in Investment Management Theory & Practice at Yale School of Management in 2023 and is currently pursuing an MBA in Marketing and Finance at ASU's Thunderbird School of Global Management.
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New York City Metropolitan Area, United States
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