Profil
Ms. Kuo brings over five years of retail industry and investment banking experience.
Prior to joining TAG, she was a Manager of Retail Planning and Analysis at Cole Haan.
Earlier in her career, Ms. Kuo held finance and marketing positions at Gap and worked in Merrill Lynchs investment banking group.
Ms. Kuo graduated from The Wharton School at the University of Pennsylvania with a B.S.
in Economics with concentrations in Finance and Legal Studies.
She also received her M.B.A.
from Harvard Business School.
She holds the Series 7, 63, 65, 86, and 87 Licenses.
Anciens postes connus de Chia Kuo
| Sociétés | Poste | Fin |
|---|---|---|
Telsey Advisory Group LLC
 Telsey Advisory Group LLC Investment Banks/BrokersFinance Founded by Dana Telsey in 2008, Telsey Advisory Group LLC (TAG) is an independent equity research and consulting firm focused on the consumer sector, including retail and apparel companies and restaurants. They provide hedge funds, mutual funds, private equity firms and private and public consumer companies the detailed analysis and market context that is necessary to make strategic and investment decisions. TAG covers both US-based and international companies across the consumer landscape, including apparel manufacturers, children and teen retailers, consumer electronics, department stores, discounters, home furnishings, luxury goods, off-price retailers, quick service and specialty restaurants and specialty apparel retailers. Their consulting services include acquisition due diligence, benchmarking, competitive analyses, financial analysis, investor relations functions, market assessments, and valuation. | Analyst-Equity | 30/08/2009 |
Merrill Lynch, Pierce, Fenner & Smith, Inc. /Old/
 Merrill Lynch, Pierce, Fenner & Smith, Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch, Pierce, Fenner & Smith, Inc. (MLPFS) is the SEC-registered broker/dealer subsidiary of Merrill Lynch & Co., Inc., ultimately held by Charlotte-based Bank of America Corp. (NYSE: BAC). The firm was founded in 1958 and is headquartered in New York City. In 2010, Banc of America Securities LLC merged with MLPFS and the firm uses the trade name Bank of America Merrill Lynch. MLPFS's global strategy and economics team serves institutional and individual investors using a wide range of macroeconomic disciplines. Their analysis of global issues provides clients with investment ideas, market forecasts, macro overviews and specific sector recommendations across asset classes, regions and disciplines. Their equity research team conducts fundamental analysis on companies globally and provides institutional and retail clients with industry-specific and in-depth research and analysis on numerous industries. The firm's global fixed-income and equity-linked research focuses on fixed-income and equity derivatives, fixed-income strategy, convertibles, commodities, high-yield, mortgages, municipals and global foreign exchange. | Corporate Officer/Principal | - |
| THE GAP, INC. | Corporate Officer/Principal | - |
Cole Haan LLC
 Cole Haan LLC Wholesale DistributorsDistribution Services Cole Haan LLC manufactures and distributes footwear, handbags, apparel, and accessories. Its products include sandals, pumps, ballet flats, wedges, drivers, loafers, backpacks and clutches. The company was founded by Trafton Cole and Eddie Haan in 1928 and is headquartered in New York, NY. | Corporate Officer/Principal | - |
Formation de Chia Kuo
| University of Pennsylvania | Undergraduate Degree |
| Harvard University | Masters Business Admin |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Sociétés cotées | 1 |
|---|---|
| THE GAP, INC. | Retail Trade |
| Entreprise privées | 3 |
|---|---|
Telsey Advisory Group LLC
Telsey Advisory Group LLC Investment Banks/BrokersFinance Founded by Dana Telsey in 2008, Telsey Advisory Group LLC (TAG) is an independent equity research and consulting firm focused on the consumer sector, including retail and apparel companies and restaurants. They provide hedge funds, mutual funds, private equity firms and private and public consumer companies the detailed analysis and market context that is necessary to make strategic and investment decisions. TAG covers both US-based and international companies across the consumer landscape, including apparel manufacturers, children and teen retailers, consumer electronics, department stores, discounters, home furnishings, luxury goods, off-price retailers, quick service and specialty restaurants and specialty apparel retailers. Their consulting services include acquisition due diligence, benchmarking, competitive analyses, financial analysis, investor relations functions, market assessments, and valuation. | Finance |
Cole Haan LLC
Cole Haan LLC Wholesale DistributorsDistribution Services Cole Haan LLC manufactures and distributes footwear, handbags, apparel, and accessories. Its products include sandals, pumps, ballet flats, wedges, drivers, loafers, backpacks and clutches. The company was founded by Trafton Cole and Eddie Haan in 1928 and is headquartered in New York, NY. | Distribution Services |
Merrill Lynch, Pierce, Fenner & Smith, Inc. /Old/
Merrill Lynch, Pierce, Fenner & Smith, Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch, Pierce, Fenner & Smith, Inc. (MLPFS) is the SEC-registered broker/dealer subsidiary of Merrill Lynch & Co., Inc., ultimately held by Charlotte-based Bank of America Corp. (NYSE: BAC). The firm was founded in 1958 and is headquartered in New York City. In 2010, Banc of America Securities LLC merged with MLPFS and the firm uses the trade name Bank of America Merrill Lynch. MLPFS's global strategy and economics team serves institutional and individual investors using a wide range of macroeconomic disciplines. Their analysis of global issues provides clients with investment ideas, market forecasts, macro overviews and specific sector recommendations across asset classes, regions and disciplines. Their equity research team conducts fundamental analysis on companies globally and provides institutional and retail clients with industry-specific and in-depth research and analysis on numerous industries. The firm's global fixed-income and equity-linked research focuses on fixed-income and equity derivatives, fixed-income strategy, convertibles, commodities, high-yield, mortgages, municipals and global foreign exchange. | Finance |
