Michael Cheng Email & Phone Number
Senior Financial Advisor - Vice President, Wells Fargo Advisors @ Wells Fargo Advisors
Michael Cheng Location
Diamond Bar, CA, US
Michael Cheng Work
- 2023 - now Senior Financial Advisor - Vice President, Wells Fargo Advisors @ Wells Fargo Advisors
- 2021 - 2023 Private Client Advisor, Vice President of Investments @ J.P. Morgan
- 2019 - 2021 Priority Financial Advisor @ Citi
- 2017 - 2019 Registered Investment Advisor and Registered Representative @ Transamerica Financial Advisors, Inc.
- 2016 - 2019 Tax Consultant @ Michael Cheng Tax Consultant Services
- 2016 - 2019 Licensed Insurance Agent @ World Financial Group (WFG)
- 2014 - 2016 Director of Marketing @ Premio Inc.
- 1999 - 2014 Branch Director @ Premio Inc.
- 1994 - 1999 Sales and Operations Director @ DTK Computers
- 1990 - 1994 Regional Controller and Accounting Manager @ DTK Computers
Michael Cheng Education
- State University of New York at Binghamton
MS (Accounting)
1988 - 1990 - Soochow University
BS (Accounting)
1976 - 1980
Michael Cheng Skills
- Leadership
- Marketing Management
- Quality Management
- Linux +
- Six Sigma
- Network +
- Product Marketing
- Lean Manufacturing
- CPIM
- Accounting
Michael Cheng Summary
Michael Cheng, based in Diamond Bar, CA, US, is currently a Senior Financial Advisor - Vice President, Wells Fargo Advisors at Wells Fargo Advisors. Michael Cheng brings experience from previous roles at J.P. Morgan, Citi, Transamerica Financial Advisors, Inc. and Michael Cheng Tax Consultant Services. Michael Cheng holds a 1988 - 1990 MS in Accounting @ State University of New York at Binghamton. With a robust skill set that includes Leadership, Marketing Management, Quality Management, Linux +, Six Sigma and more. Michael Cheng has 1 emails and 1 mobile phone numbers on RocketReach.
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