Michelle Cheng

Senior Training Consultant at AdvisorEngine

Michelle Cheng is a seasoned professional in training and consulting, currently serving as a Senior Training Consultant at AdvisorEngine since February 2024. Previously, Michelle held positions such as Senior Technical Consultant at Envestnet, Inc. from June 2018 to December 2023, and Director of Training and User Adoption at FolioDynamix from April 2015 to June 2018. Additional experience includes roles at iLEVEL Solutions, Thomson Reuters, and Pershing, a BNY Mellon company, with a foundation in training and client solutions. Michelle began a corporate career with internships at UBS, KCG Holdings, Inc. / Knight Capital Group, and Eze Castle Integration. Educational qualifications include a Bachelor of Science in Business Technology & Economics and a Graduate Certificate in Global Innovation Management, both from Stevens Institute of Technology.

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AdvisorEngine

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AdvisorEngine is a digital platform to supercharge advisor growth. A pioneer in digital wealth management technology, AdvisorEngine was the first company to integrate private-label robo-advice within a full enterprise B2B digital wealth management technology platform.


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