Parallel Advisors, LLC
Melissa Cheong is an experienced operations professional with a diverse background in client service and financial operations. At Parallel Advisors, LLC since May 2020, Melissa serves as an Operations Associate, providing essential support to advisors and financial planners. Previously, Melissa held the position of Senior Client Service Specialist at Private Ocean and Client Services Manager at Mosaic Financial Partners, where responsibilities included supervising and training new associates. Early career experience includes roles at Wetherby Asset Management, Adecco Staffing, United Overseas Bank in Singapore, and Unisto, demonstrating a strong foundation in client relations, operational support, and financial management. Melissa holds a B.A. with honors in Economics and Law from the University of Leicester and a Business Management Certificate with a focus on Marketing from UC San Diego.