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Jason Cheng

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Jason Cheng

Vice President - Branch Manager

San Jose, California, United States

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Jason Cheng

Summary

Jason Cheng is a seasoned financial services professional currently serving as Vice President and Branch Leader at Fidelity Investments in San Jose, California. With a robust background in accounting, banking, and business strategy, he excels in driving client success and fostering a positive workplace culture. His leadership approach emphasizes hiring top talent and providing structured coaching to his team. Jason's extensive experience spans various roles within Fidelity, as well as previous positions at Charles Schwab and Etrade Financial. He holds an MBA in Accounting and Finance from Santa Clara University and a Bachelor's degree in Business/Managerial Economics from UC Davis. Passionate about client service and financial education, Jason is dedicated to helping clients achieve their financial goals.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Leadership Development

Sustainability

Innovation

Organisational experience

Corporate Experience

Jason Cheng

Work Experience

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Vice President - Branch Manager at

Fidelity Investments

January 2018 - Present

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Assistant Branch Manager at

Fidelity Investments

July 2015 - August 2018

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Private Client VP/Senior Account Executive at

Fidelity Investments

September 2013 - June 2015

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VP - Financial Consultant at

Charles Schwab

February 2006 - August 2013

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Financial Representative at

E*TRADE from Morgan Stanley

January 2004 - January 2006

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Jason Cheng

Education

Santa Clara University, Master Of Business Administration (Mba)

January 2006 - January 2010

University of California, Davis, Bachelor Of Science (Bs)

January 1998 - January 2002

Frequently Asked Questions about Jason Cheng

What is Jason Cheng email address?

Jason Cheng's primary email address is ***********@fmr.com. To view the full verified email and additional contact details, sign up for free with Muraena.

Where Jason Cheng graduated from?

Jason Cheng holds a degree in Accounting And Finance from Santa Clara University.

How can I directly contact Jason Cheng?

To contact Jason Cheng directly, you can use the email address ***********@fmr.com. Complete contact information is available upon registration with Muraena.

Who is Jason Cheng?

Jason Cheng is a seasoned financial services professional currently serving as Vice President and Branch Leader at Fidelity Investments in San Jose, California. With a robust background in accounting, banking, and business strategy, he excels in driving client success and fostering a positive workplace culture. His leadership approach emphasizes hiring top talent and providing structured coaching to his team. Jason's extensive experience spans various roles within Fidelity, as well as previous positions at Charles Schwab and Etrade Financial. He holds an MBA in Accounting and Finance from Santa Clara University and a Bachelor's degree in Business/Managerial Economics from UC Davis. Passionate about client service and financial education, Jason is dedicated to helping clients achieve their financial goals.

Jason`s contact details

mail

***********@fmr.com

******@etrade.com

***********@schwab.com

***************@fidelity.com

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