Michelle Cheng is an experienced professional in client support and training, currently serving as the Enterprise Client Support Lead at Foundation Source since October 2025. Prior roles include Senior Training Consultant at AdvisorEngine and Senior Technical Consultant at Envestnet. Michelle has held various positions focused on training and user adoption, with experience as the Director of Training and User Adoption at Optavia and Senior Client Solutions Training Specialist at Ipreo Private Capital Markets. Early career experiences include consultancy and training roles at Thomson Reuters and BNY Pershing, alongside internships at UBS, KCG Holdings, and ECI. Education includes 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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