B

Brian Cheung's
email & phone

Current Position:

Wealth Management Associate at KLS, A Division of SVB

Experience:

9 years

Location:

New York City Metropolitan Area, United States

How to contact Brian Cheung

Last updated:2025-07-10
emailc****g@klsadvisors.com
phone+1-***-***-6531
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Analytics

According to LinkedIn Brian Cheung started working on 2016, then the employee has changed 6 companies and 6 jobs. On average, Brian Cheung works for one company for 1 year 7 months. Brian Cheung has been working as a Wealth Management Associate for KLS, A Division of SVB for 1553 days. If you are interested in this candidate, contact him directly by using contact details provided by SignalHire.

Work Experience

Wealth Management Associate at KLS, A Division of SVB

Aug 2021 - Current

Business Student at Northeastern University

Sep 2017 - May 2021

Retirement Plan Analysis Co-op at John Hancock

Jul 2020 - Dec 2020

HR Co-op at Amundi US

Jul 2019 - Dec 2019

Barista at Financier Patisserie

Jun 2018 - Aug 2018

Instructor at Harakenkojuku Martial Arts School

Mar 2016 - May 2018

Administrative Assistant at Sun Youth Organization

Sep 2017 - Dec 2017

Education

Bachelor of Science in Business Administration at Northeastern University

High School Diploma at Bronx High School of Science

Current Company Information KLS, A Division of SVB

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...

Frequently Asked Questions

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 months

What 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 Sherman

Who are Brian Cheung's peers at other companies?

Brian Cheung's peers at other companies are Brittany Bieger and Joseph Freyre and Samantha Foglia
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Brian Cheung Namesakes

Name
Company
Position
B
Self-employed
Semi Retired
B
ISU Cheung & Associates
Workers Compensation Specialist
B
Software Engineer
C
Preloader/Local Sort
B
Assistant Operations Manager
B
National Human Resources Specialist
B
Senior Manager, Procurement and Contracts

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