Inactive

Danning Zhao

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Current Employers

Corient

830 Brickell Plaza Suite 4800, Miami, FL 33131 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2023-01-20

CA RA
APPROVED

Since 2023-01-20

Branch Locations

1550 El Camino Real, Suite 200, Menlo Park, CA 94025 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Portola Partners	Menlo Park	CA	07/2022	03/2023
Robert Louis Stevenson School	Pebble Beach	CA	08/2014	05/2017
University Of California, Berkeley	Berkeley	CA	08/2017	05/2021
Yale School Of Management	New Haven	CT	08/2021	05/2022
University Of California, Berkeley	Berkeley	CA	09/2019	12/2020
Galaxy Derivatives Capital Management	Shanghai		09/2020	12/2020
Kepos Capital	New York	NY	12/2021	03/2022
Corient	Menlo Park	CA	01/2023	Present
Corient Services Llc	Miami	FL	01/2024	Present

07/2022 → 03/2023

Portola Partners

Menlo Park, CA
08/2014 → 05/2017

Robert Louis Stevenson School

Pebble Beach, CA
08/2017 → 05/2021

University Of California, Berkeley

Berkeley, CA
08/2021 → 05/2022

Yale School Of Management

New Haven, CT
09/2019 → 12/2020

University Of California, Berkeley

Berkeley, CA
09/2020 → 12/2020

Galaxy Derivatives Capital Management

Shanghai
12/2021 → 03/2022

Kepos Capital

New York, NY
01/2023 → Present

Corient

Menlo Park, CA
01/2024 → Present

Corient Services Llc

Miami, FL

Previous Registrations

2022-09-26 → 2023-03-31

Portola Partners

Menlo Park, CA

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2022-09-26

S65 Uniform Investment Adviser Law Examination

2022-09-26

Designations

Other Names

Diana Zhao

View on SEC IAPD

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