Meet Our Team

Melissa Cheong is the Client Services Manager at Mosaic Financial Partners, a wealth management firm in the San Francisco Bay Area.

Melissa has more than ten years of experience in financial operations at both a leading wealth management firm and at Charles Schwab & Co. where she worked in global operations. This gives her an expert understanding of how to navigate the intricacies of inter-firm client service procedures.  Melissa received her BA Hons. in Economics and Law from Leicester University in England. A Registered Paraplanner®, Melissa earned the RP® credential in 2016. Originally from Singapore, Melissa now lives in Dublin with her family.

Biography

Client Services Manager
Mosaic Financial Partners

April 2012 – Present 

 

Financial Operations Associate
Wetherby Asset Management
September 2005 – August 2008

Contractor
Charles Schwab & Co.

December 2003 – June 2005

 

Senior Officer
United Overseas Bank, Singapore

June 2000 – August 2002

 

Administrative Assistant
Unisto, Singapore
January 1999 – May 2000