Jimmy Cheng
About Jimmy Cheng
Jimmy Cheng is a Sales Development Representative at ClearGov, with a background in financial services that includes roles at JPMorgan Chase & Co., Santander Bank, and Bank of America Merrill Lynch. He holds a Bachelor of Science in Accounting from the City University of New York-College of Staten Island.
Current Role at ClearGov
Jimmy Cheng serves as a Sales Development Representative at ClearGov, a position he has held since 2022. In this role, he focuses on generating leads and supporting the sales team in driving business growth. His responsibilities include identifying potential clients, conducting outreach, and nurturing relationships to facilitate sales opportunities.
Previous Experience in Banking
Prior to his current role, Jimmy Cheng accumulated extensive experience in the banking sector. He worked at JPMorgan Chase & Co. as a Private Client Advisor for nine months in 2021, where he provided tailored financial solutions to clients. He also served as a Relationship Banker at the same institution from 2016 to 2018, and as a Financial Service Advisor at Bank of America Merrill Lynch from 2018 to 2021 for three years.
Early Career in Finance
Jimmy Cheng began his career in finance at Santander Bank, N.A., where he worked as a Teller for five months in 2014. He later joined TD as a Customer Service Representative (CSR) from 2015 to 2016 for eleven months. These early roles provided him with foundational skills in customer service and banking operations.
Educational Background in Accounting
Jimmy Cheng studied at the City University of New York-College of Staten Island, where he earned a Bachelor of Science (BS) degree in Accounting. His academic background has equipped him with essential knowledge in financial principles and practices, which he applies in his professional roles.