Cheryl Rosario Wong
Senior Registered Client Service Associate @Morgan Stanley
San Francisco, CA, US
EMAILS
MOBILE NUMBERS
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WORK HISTORY
Jan 2023 — Present
Senior Registered Client Service Associate @Morgan Stanley
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San Jose, CA, US
EDUCATION
1997 — 1999
University of California, Santa Cruz Extension
Certificate, Personal Financial Planning
2017 — 2018
Stanford University Graduate School of Business - Executive Education
Certificate, Vistage Executive Leadership Program: Strategic Leadership
1994 — 1996
University of San Francisco, School of Management
Bachelor of Science (B.S.), Business Administration and Finance
SKILLS
401k RolloversRisk AssessmentInvestment StrategiesPortfolio ManagementFinanceWealth PreservationCustomer ServiceStrategic Financial PlanningAsset AllocationCustomer RelationsRelationship ManagementWealth Management ServicesFinancial PlanningLiquidity Management
ABOUT CHERYL ROSARIO WONG
Cash Management, credit, philanthropic and operations facilitation for ultra high net…
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