Anthony Cheng

Explore my journey in finance, learn about my sales experience, and professional aspirations in investment banking.

Resume

FIU Alumni | Financial Sales Consultant @ Vanguard | Aspiring Investment Banker

Current Goals

Showcasing my steps in my finance and investment banking journey.

A black and white image of a bank's interior, showing a row of teller stations with glass dividers. Two employees are seated behind the counter and one is using a phone. Two men in suits are visible in the foreground, presumably customers, interacting with documents.

Complete M.S in Finance

Attend a top school for Masters in Finance and graduate top of class

Hands typing on a laptop keyboard with a screen displaying financial graphs and stock market data. Multiple charts and numbers are visible, indicating online trading or financial analysis.

An interior space with a high ceiling featuring a large electronic board displaying various financial data and numbers. There is modern seating with red and white chairs, and a person is walking through the room.

Receive an Internship in a related field

Using my aquired capabilities, get an internship to further refine my experience.

Work Experience

> Identified and capitalized on sales opportunities during the COVID-19 pandemic by supplying essential equipment such as PPE.

> Achieved sales of over $200,000 at the age of 15 through the use of social media networking.

> Developed and launched an e-commerce platform, improving customer purchasing convenience and increasing sales consistency by over 30%.

> Maintained strong relationships with returning clients to ensure repeat business and customer satisfaction.

Sales

NUVOBIOLAB LLC.

Sales Representative

June 2019 - June 2021

Sales

TM TELCOMM

Telecommunications Sales Representative

July 2021 - July 2022

> Facilitated a government relief program, providing free internet access to over 50 eligible individuals, including those on SNAP, SSI, or Medicare.

> Established partnerships with multiple corporations and offices to expand service offerings and foster collaborative efforts.

Product Manager

TRADEMARK CORP

August 2022 - August 2025

Product Manager | Sales Representative

> Supervised and managed all orders processed by a team of 50+ sales representatives, ensuring efficiency and accuracy.

> Achieved over $3 million in revenue and generated $500,000+ in profit through the wholesale of electronic components.

> Cultivated and maintained strong relationships with high-profile clients in Brazil.

> Utilized Excel and other Microsoft tools to meticulously track and organize inventory in a warehouse holding multi-millions of dollars in products, ensuring zero discrepancies.

> Established and managed relationships with prominent suppliers, safeguarding pricing agreements with strict confidentiality.

> Attended industry events, such as Computex (Taiwan), to network and foster strategic business relationships.

Financial Sales Consultant

The Vanguard Group

August 2025 - Present

Financial Sales Consultant - Personal Investor

> Partnered exclusively with investors holding $500K+ in investable assets, delivering personalized financial guidance and tailored investment solutions.

> Engaged clients and prospects through inbound phone and digital channels, building trust by uncovering financial needs and aligning them with Vanguard’s funds, ETFs, cash management, and planning services.

> Conducted advanced financial needs analysis, identifying outside assets and presenting Vanguard’s value proposition to capture additional business

> Managed a book of high-value clients and prospects, owning the relationship from discovery to conversion, and ensuring seamless integration into Vanguard’s platform

Get In Touch

Feel free to reach out to me for inquiries, networking, or to discuss investment banking opportunities.

About Anthony Cheng

I am a FIU student passionate about finance, showcasing my journey from sales to investment banking through this portfolio of my achievements and interests.