Cheryl Wong Email & Phone Number
Senior Registered Client Service Associate @ Morgan Stanley
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Cheryl Wong Location
- California, United States
Cheryl Wong Work
- Senior Registered Client Service Associate @ (January 2023 - Present)
- Founder and President and Senior Financial Advisor @ KAN Wealth Management, LLC (September 2014 - December 2022)
- Senior Financial Advisor @ CONCERT Wealth Management, Inc. - Private Wealth Group (November 2011 - January 2015)
- Advisor Solutions Director @ CONCERT Global Group Ltd. (August 2013 - August 2014)
- Portfolio Manager @ CONCERT Capital Management (December 2011 - January 2014)
- Vice President and Financial Consultant @ Comerica (January 1998 - January 2011)
- Compliance and Operations @ (January 1996 - January 1998)
Cheryl Wong Education
- Stanford University Graduate School of Business - Executive Education
Certificate (Vistage Executive Leadership Program: Strategic Leadership)
2017-2018 - University of California, Santa Cruz Extension
Certificate (Personal Financial Planning)
1997-1999 - University of San Francisco, School of Management
Bachelor of Science (B.S.) (Business Administration and Finance)
1994-1996
Cheryl Wong Skills
- Strategic Financial Planning
- Portfolio Management
- Asset Allocation
- Investment Strategies
- Finance
- Relationship Management
- Wealth Management Services
- Financial Planning
- Customer Service
- Risk Assessment
- Liquidity Management
- 401k Rollovers
- Customer Relations
- Wealth Preservation
- Business Development
- Risk Management
- Integration
- Strategy
Cheryl Wong Summary
- Cheryl Wong, based in California, United States, is currently a Senior Registered Client Service Associate at Morgan Stanley. Cheryl Wong brings experience from previous roles at KAN Wealth Management, LLC, CONCERT Wealth Management, Inc. - Private Wealth Group, CONCERT Global Group Ltd. and CONCERT Capital Management. Cheryl Wong holds a 2017 - 2018 Certificate in Vistage Executive Leadership Program: Strategic Leadership @ Stanford University Graduate School of Business - Executive Education. With a robust skill set that includes Strategic Financial Planning, Portfolio Management, Asset Allocation, Investment Strategies, Finance and more. Cheryl Wong has 1 mobile phone numbers on RocketReach.
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