Felix Cheng
Senior Wealth Adviser at Charles Schwab
Based in San Mateo, United States
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Seniority
Manager
Department
Finance & Accounting
Location
San Mateo
Industry
Financial Services
Company size
35K
Contact information
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f•••••••@aboutschwab.com
Phone
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Background
About Felix Cheng
Experienced Senior Manager with a demonstrated history of working in the investment management industry. Skilled in Portfolio Management, Investment Management, Financial Planning, Securities, and Asset Management. Strong Wealth Management professional with a Bachelor of Arts (B.A.) focused in Economics from UCLA.
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