Perfil
Ms. Joanna Zhao is a Research Analyst at BofA Securities, Inc. She is a Vice President in Americas Equity Research on the Internet, eCommerce, and Digital Media team.
Previously, she was a vice president in the Leveraged Finance group at BofA Merrill Lynch, primarily covering the Technology, Media and Telecom sectors.
Ms. Zhao is based in San Francisco.
Ms. Zhao was employed as a Research Analyst by Merrill Lynch, Pierce, Fenner & Smith, Inc. and an Analyst by Citibank Canada.
She received her MBA from the Wharton School at the University of Pennsylvania, and completed a double degree of BMath in statistics from the University of Waterloo and BBA in finance from the Wilfrid Laurier University.
Cargos activos de Joanna Zhao
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BofA Securities, Inc.
BofA Securities, Inc. Investment Banks/BrokersFinance BofA Securities, Inc. is a registered broker-dealer subsidiary of NB Holdings Corp., ultimately held by Bank of America Corp. (NYSE: BAC). Headquartered in New York, the firm was founded in 2015 and offers trade execution, trading or brokerage services to institutional clients. | Analyst-Equity | 01/05/2019 |
Antiguos cargos conocidos de Joanna Zhao.
Empresas | Cargo | Fin |
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Merrill Lynch, Pierce, Fenner & Smith, Inc.
Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC). | Analyst-Equity | 01/05/2019 |
Citibank Canada
Citibank Canada Major BanksFinance Citibank Canada provides banking solutions. The firm provides financial solutions in corporate and investment banking, credit cards, consumer finance, investment, leasing, private, and retail banking services. It offers services to corporations, financial institutions, government agencies, and individuals. The bank operates in Canada through the Citibank, Citi Cards Canada, CitiFinancial, Citi Global Markets, Primerica, and Diners Club franchises. Citibank Canada was founded in 1954 and is headquartered in Toronto, Canada. | Corporate Officer/Principal | 01/06/2012 |
Formación de Joanna Zhao.
The University of Waterloo | Undergraduate Degree |
The Wharton School of the University of Pennsylvania | Masters Business Admin |
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Empresas privadas | 3 |
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Merrill Lynch, Pierce, Fenner & Smith, Inc.
Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC). | Finance |
Citibank Canada
Citibank Canada Major BanksFinance Citibank Canada provides banking solutions. The firm provides financial solutions in corporate and investment banking, credit cards, consumer finance, investment, leasing, private, and retail banking services. It offers services to corporations, financial institutions, government agencies, and individuals. The bank operates in Canada through the Citibank, Citi Cards Canada, CitiFinancial, Citi Global Markets, Primerica, and Diners Club franchises. Citibank Canada was founded in 1954 and is headquartered in Toronto, Canada. | Finance |
BofA Securities, Inc.
BofA Securities, Inc. Investment Banks/BrokersFinance BofA Securities, Inc. is a registered broker-dealer subsidiary of NB Holdings Corp., ultimately held by Bank of America Corp. (NYSE: BAC). Headquartered in New York, the firm was founded in 2015 and offers trade execution, trading or brokerage services to institutional clients. | Finance |
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