AeroLeads people directory · profile

Hao V. Dong Email & Phone Number

Investment Strategist, Vice President at Rockefeller Capital Management
Location: San Jose, California, United States 9 work roles 1 school
1 work email found @rockco.com LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email h****@rockco.com
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Rockefeller Capital Management
Role
Investment Strategist, Vice President
Location
San Jose, California, United States
Company size
491 employees

Who is Hao V. Dong? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Hao V. Dong is listed as Investment Strategist, Vice President at Rockefeller Capital Management, a company with 491 employees, based in San Jose, California, United States. AeroLeads shows a work email signal at rockco.com and a matched LinkedIn profile for Hao V. Dong.

Hao V. Dong previously worked as Private Wealth Analyst at Rockefeller Capital Management and Analyst at Sand Hill Global Advisors. Hao V. Dong holds Bachelor Of Science (Bs), Economics from Santa Clara University.

Company email context

Email format at Rockefeller Capital Management

This section adds company-level context without repeating Hao V. Dong's masked contact details.

{first_initial}{last}@rockco.com
89% confidence

AeroLeads found 1 current-domain work email signal for Hao V. Dong. Compare company email patterns before reaching out.

View email format View company profile Management contacts
Profile bio

About Hao V. Dong

With ten years of experience in the financial services industry, I am a passionate and driven private wealth analyst at Rockefeller Capital Management. I have a strong background in fund analysis, portfolio optimization, trade execution, and client service, and I am currently pursuing the CFA Level II certification. My mission is to help clients achieve their financial goals and objectives, while adhering to the highest standards of ethics and professionalism. I enjoy working in a collaborative and dynamic environment, where I can leverage my diverse skills and perspectives to contribute to the success of the team and the organization.Prior to joining Rockefeller Capital Management, I was an analyst at Sand Hill Global Advisors, where I was responsible for conducting fund analysis to make selection decisions for the firm's ESG portfolios. I also assisted senior portfolio managers with ad hoc projects, generated multi-stat fund comparison reports, and managed over 250 trading groups. In addition, I collaborated with wealth managers at the firm to set up 10b51 trading plans for clients. I developed and demonstrated my skills in customer service, PowerPoint, and research, as well as my knowledge of Bloomberg and FactSet.

Listed skills include Customer Service, Powerpoint, Research, Social Networking, and 20 others.

Current workplace

Hao V. Dong's current company

Company context helps verify the profile and gives searchers a useful next step.

Rockefeller Capital Management
Rockefeller Capital Management
Investment Strategist, Vice President
San Jose, CA, US
Website
rockco.com
Employees
491
AeroLeads page
Company profile
View company profile Email format
9 roles

Hao V. Dong work experience

A career timeline built from the work history available for this profile.

Analyst

Sand Hill Global Advisors

United States

Block, execute, and allocate daily trades.Conduct fund analysis to make selection decisions for the firm’s ESG portfolios.

Jan 2022 - May 2022

Portfolio Associate

Sand Hill Global Advisors

Optimized preparation of custom reporting for institutional clients. Created equity scoring spreadsheet utilizing Bloomberg excel functions to streamline firm's portfolio monitoring and analysis process. Assist senior portfolio managers with ad hoc projects. Generate multi-stat fund comparison reports using FactSet & Bloomberg. Allocate capital for over.

May 2018 - Jan 2022

Registered Client Service Associate

Morgan Stanley

Evaluated client RSU, ESPP, and stock option awards.Performed tax impact and sensitivity analyses.Coordinated client education seminars with sponsors and vendors.Carried out routine client account maintenance (Data Verification and Upkeep) and performance reporting.Point of contact for client needs ranging from updating account information to sending funds.

Jul 2014 - May 2018

Intern

Young & Associates At Morgan Stanley

Los Gatos, CA

Ran model portfolios based on different risk strategies. Prepare documents and performance reports for client meetings. Ensured client accounts are in good standing by checking for missing documents and forms on client accounts. Assist executive director with various ad hoc projects.

Jul 2013 - Jun 2014

Research Assistant

Santa Clara University

Santa Clara, CA

Collected, assembled and analyzed data for the Real Cost of a Healthy Meal Project.Calculated average cost food needed for lower income families (50k>) in Santa Clara and San Mateo Counties. Extrapolated figures further to create a hunger index for both counties.

May 2013 - Sep 2013

After School Youth Advisor

Evergreen United Education Foundation

San Jose, CA

Developed a curriculum that includes basic math skills, critical thinking, debate, and an introduction to basic economic principles for children participating in the foundation.Coached elementary school student in sports and tutored them in basic mathematics.

Jul 2012 - Jan 2013

Sales Associate

Gap Inc./Gap

San Jose, CA

Experienced with POS registry systems.Worked with customers in-store to resolve online mistakes. Provided excellent customer service.

Jul 2011 - Jan 2012
Team & coworkers

Colleagues at Rockefeller Capital Management

Other employees you can reach at rockco.com. View company contacts for 491 employees →

AC Ashley Calderon Ashley Calderon Colleague at Rockefeller Capital Management Los Angeles Metropolitan Area, United States View → AL Adam Landau Adam Landau Colleague at Rockefeller Capital Management Charlotte, North Carolina, United States, United States View → DM Dan Mendelson, Cpfa Dan Mendelson, Cpfa Colleague at Rockefeller Capital Management Greater Chicago Area, United States View → MS Michael Shelley Michael Shelley Colleague at Rockefeller Capital Management Oklahoma City, Oklahoma, United States, United States View → DR Dimitrie Radinovic Dimitrie Radinovic Colleague at Rockefeller Capital Management New York, New York, United States, United States View → JM Jennifer Moran Byrne Jennifer Moran Byrne Colleague at Rockefeller Capital Management Birmingham, Michigan, United States, United States View → GM Glenn Mealey Glenn Mealey Colleague at Rockefeller Capital Management Sugar Land, Texas, United States, United States View → KJ Kristin Justavino Kristin Justavino Colleague at Rockefeller Capital Management Jacksonville, Florida, United States, United States View → A( Anthony (Tony) Ferrandino, Cima®, C(K)P®, Crps™, Cpfa® Anthony (Tony) Ferrandino, Cima®, C(K)P®, Crps™, Cpfa® Colleague at Rockefeller Capital Management Greater Philadelphia, United States View → JR Jason R. Thompson Jason R. Thompson Colleague at Rockefeller Capital Management Philadelphia, Pennsylvania, United States, United States View →
1 education record

Hao V. Dong education

FAQ

Frequently asked questions about Hao V. Dong

Quick answers generated from the profile data available on this page.

What company does Hao V. Dong work for?

Hao V. Dong works for Rockefeller Capital Management.

What is Hao V. Dong's role at Rockefeller Capital Management?

Hao V. Dong is listed as Investment Strategist, Vice President at Rockefeller Capital Management.

What is Hao V. Dong's email address?

AeroLeads has found 1 work email signal at @rockco.com for Hao V. Dong at Rockefeller Capital Management.

Where is Hao V. Dong based?

Hao V. Dong is based in San Jose, California, United States while working with Rockefeller Capital Management.

What companies has Hao V. Dong worked for?

Hao V. Dong has worked for Rockefeller Capital Management, Sand Hill Global Advisors, Morgan Stanley, Young & Associates At Morgan Stanley, and Santa Clara University.

Who are Hao V. Dong's colleagues at Rockefeller Capital Management?

Hao V. Dong's colleagues at Rockefeller Capital Management include Ashley Calderon, Adam Landau, Dan Mendelson, Cpfa, Michael Shelley, and Dimitrie Radinovic.

How can I contact Hao V. Dong?

You can use AeroLeads to view verified contact signals for Hao V. Dong at Rockefeller Capital Management, including work email, phone, and LinkedIn data when available.

What schools did Hao V. Dong attend?

Hao V. Dong holds Bachelor Of Science (Bs), Economics from Santa Clara University.

What skills is Hao V. Dong known for?

Hao V. Dong is listed with skills including Customer Service, Powerpoint, Research, Social Networking, Sales, Microsoft Word, Public Speaking, and Microsoft Office.

Find 750M verified contacts

Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.