Perry Cheng

Perry Cheng is an accomplished professional with extensive experience in client management and account direction, most recently serving as Account Director for Venture Capital at Carta since August 2022, after holding roles as Senior Customer Success Manager and Customer Success Manager. Prior experience includes a Senior Client Associate position at Secfi, where Perry closed over $75M in financing deals and optimized client onboarding processes, as well as an Associate role at AllianceBernstein managing a $1B+ book of business. Early career roles include research and operational positions at Coleman Research, Chengco, Inc., and Harvey & Company LLC, contributing to expertise in finance and investments. Perry holds dual Bachelor's degrees in Economics and Public Relations & Advertising from Chapman University.