Joanna Zhao

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Consumer Services

Profile

Joanna Zhao worked as a Research Analyst at BofA Securities, Inc. from 2019 to 2023.
Prior to that, she held the same position at Merrill Lynch, Pierce, Fenner & Smith, Inc. from 2014 to 2019.
Before her research analyst roles, she worked as an Analyst at Citibank Canada from 2009 to 2012.
Ms. Zhao holds an MBA from The Wharton School of the University of Pennsylvania, which she obtained in 2014.
She also completed her undergraduate studies at The University of Waterloo in 2009.

Former positions of Joanna Zhao

Companies	Position	End
BofA Securities, Inc. BofA Securities, Inc. Investment Banks/BrokersFinance Provides brokerage services	Analyst-Equity	01/07/2023
Merrill Lynch, Pierce, Fenner & Smith, Inc. Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Provides brokerage services	Analyst-Equity	01/05/2019
Citibank Canada Citibank Canada Major BanksFinance Provides banking services	Corporate Officer/Principal	01/06/2012

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Training of Joanna Zhao

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Linked companies

Private companies	5
Citibank Canada Citibank Canada Major BanksFinance Provides banking services	Finance
The University of Waterloo The University of Waterloo Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Merrill Lynch, Pierce, Fenner & Smith, Inc. Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Provides brokerage services	Finance
The Wharton School of the University of Pennsylvania The Wharton School of the University of Pennsylvania Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
BofA Securities, Inc. BofA Securities, Inc. Investment Banks/BrokersFinance Provides brokerage services	Finance

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