Current Position:
Wealth Management Associate at KLS, A Division of SVBExperience:
9 yearsLocation:
New York City Metropolitan Area, United StatesAug 2021 - Current
Sep 2017 - May 2021
Jul 2020 - Dec 2020
Jul 2019 - Dec 2019
Jun 2018 - Aug 2018
Mar 2016 - May 2018
Sep 2017 - Dec 2017
Bachelor of Science in Business Administration at Northeastern University
High School Diploma at Bronx High School of Science
Name: KLS, A Division of SVB
Speciality: Wealth Management, Tax Planning, Insurance Consultation, Financial Decision Making, Trust & Estate Planning, Retirement Planning, Investment Management, Family Office Services, Private Banking
Location: New York, NY, United States
Employees: 100-200
HQ Phone: 2123550346
Description: KLS is a boutique private wealth advisor offering advanced wealth management and private banking services to address the complex needs of families with substantial assets. Recogni...
What is Brian Cheung's minimum period of employment in the companies?
Brian Cheung's minimum period of employment in various companies is 2 months.What is Brian Cheung's average duration of employment for different companies?
On average, Brian Cheung works for one company for 1 year 2 monthsWhat industries has Brian Cheung worked in?
Brian Cheung works in the Investment Management. Previously, Brian Cheung worked in the Higher Education, and Financial Services, and Food & Beverages, and Nonprofit Organization Management.What positions has Brian Cheung held before?
Previously, Brian Cheung worked as a Business Student, and Retirement Plan Analysis Co-op, and HR Co-op, and Barista, and Instructor.How do I contact Brian Cheung?
Brian Cheung's email address is c****g@klsadvisors.com, phone number is +1-***-***-6531. Sign up to get contact details.Who is the President/CEO/Director of the KLS, A Division of SVB?
The President/CEO/Director of the KLS, A Division of SVB is Robert ShermanWho are Brian Cheung's peers at other companies?
Brian Cheung's peers at other companies are Brittany Bieger and Joseph Freyre and Samantha FogliaFind email for 850M+ professionals