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Jason Cheng
Jason Cheng
Vice President - Branch Manager
San Jose, California, United States
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.
Jason Cheng
Work Experience
Vice President - Branch Manager at
Fidelity Investments
January 2018 - Present
Assistant Branch Manager at
Fidelity Investments
July 2015 - August 2018
Private Client VP/Senior Account Executive at
Fidelity Investments
September 2013 - June 2015
VP - Financial Consultant at
Charles Schwab
February 2006 - August 2013
Financial Representative at
E*TRADE from Morgan Stanley
January 2004 - January 2006
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
***********@fmr.com
******@etrade.com
***********@schwab.com
***************@fidelity.com