AAndrew Cheng's
email & phone
Current Position:
Sr. Financial Analyst at EP Wealth AdvisorsExperience:
8 yearsLocation:
Los Angeles, California, United StatesHow to contact Andrew Cheng
a*****c@epwealth.com
+1-***-***-0531
Work Experience
Jul 2022 - Current
May 2021 - Current
Aug 2019 - May 2021
May 2021 - Jul 2022
Jul 2018 - Aug 2019
May 2017 - Jun 2018
Education
Bachelor of Arts - BA at University of California, Irvine - The Paul Merage School of Business
None at Foothill College
UC Irvine
Current Company Information EP Wealth Advisors
Name: EP Wealth Advisors
Speciality: Investment Management, Holistic Financial Planning, Wealth Advisory, Retirement Planning, Estate Planning, Tax Planning, Business Planning, Divorce Planning, Asset Allocation, Portfolio Management
Location: Torrance, California, United States
Employees: 200-500
HQ Phone: 1-877-590-5424
Description: EP Wealth Advisors, LLC is a fee-only registered investment advisory and financial planning firm....
Skills
Auditing, Financial Planning, Analytical Skills, Microsoft SQL Server, Databases, Tableau, Teamwork, Optimizer, Process Improvement, Customer Service, Microsoft PowerPoint, Analytics, Regression Models, Public Speaking, Data Analysis, Business Intelligence (BI), Finance, Statistical Data Analysis, Team Leadership, Budgeting, Trend Analysis, Mandarin, Forecasting, R, Budget Forecasting, Research, Python (Programming Language), Cost Savings, Budget Management, Leadership, Time Management, Financial Modeling, R (Programming Language), Data Analytics, Business Planning, SQL, Communication, Machine Learning, Microsoft Excel, Financial Reporting, Cantonese, Interpersonal Skills, Presentation Skills, Advance Excel, Team Building, Time Series Analysis, Strategic Planning, Financial Analysis, Cost Allocation, AccountingFrequently Asked Questions
What is Andrew Cheng's minimum period of employment in the companies?
Andrew Cheng's minimum period of employment in various companies is 1 year 1 month.What is Andrew Cheng's average duration of employment for different companies?
On average, Andrew Cheng works for one company for 1 year 3 monthsWhat industries has Andrew Cheng worked in?
Andrew Cheng works in the Financial Services. Previously, Andrew Cheng worked in the Computer Software.What positions has Andrew Cheng held before?
Previously, Andrew Cheng worked as a Financial & Data Consultant, and Financial Analyst, and Sr. Financial Analyst, and Corporate Financial Analyst II/Business Partner, and Staff Accountant/Payroll Clerk.How do I contact Andrew Cheng?
Andrew Cheng's email address is a*****c@epwealth.com, phone number is +1-***-***-0531. Sign up to get contact details.Who is the President & CEO of the EP Wealth Advisors?
The President & CEO of the EP Wealth Advisors is Patrick G. GoshtigianWho are Andrew Cheng's peers at other companies?
Andrew Cheng's peers at other companies are Sheri Hardiman and Eduardo De La Garza and Barbara ZhaoFind email for 850M+ professionals
