Sarah Wu Email & Phone Number

United States

Boston, Massachusetts, United States

Produce customized reports and presentations for Financial Reserves Management clientsCoordinate client portfolio needs between compliance, product management, and portfolio management departments

Supported clients that represented $4.5 million of Annual Subscription Value specializing in insuranceAided and trained clients in navigating software, reporting, and interpreting portfolio and risk analyticsBeta-tested and implemented new releases at early adoption clients and coordinated client feedback and release prioritization for product developmentImplemented software at new clients which included vetting data as well as setting up production processes for reporting needsRestructured client data processes and flows to maximize reporting efficiency

Generated leads through research of companies similar to current clients' acquisition history based on industry type, historic transactions and funding, and growth potential.Evaluated M&A targets in the payments technology sector and pre-market opportunities for client companies seeking strategic acquisitions

Greater Boston Area

Restructured WebPort Global’s Twitter marketing campaignManaged Events, News, and Knowledge Resource pages on webportglobal.comResearched international trade trends, particularly regarding trends in the Agriculture and Food Industry, and IrelandWrote blogs for WebPort Global regarding international trade trends

London, United Kingdom

Researched and constructed al-Qaeda profiles for publication in supplementary reports used by the UK home office for policies regarding counterterrorismCoordinated weekly panels with key political and economic speakers and report launches by providing customer and administrative supportRecorded and transcribed speeches for weekly speaker panelsActed as public relations liaison between the Henry Jackson Society and Members of Parliament

Dallas

Assisted in event planning and marketing of the companyAnalyzed geographical and business demographics in comparison with legal business trendsResearched target markets for potential growth areas in the client baseCoordinate and managed research materials, books, and reference documentsCataloged one of the largest private libraries in the United States with over 32,000 volumesReformatted Continuing Legal Education programs from traditional in-person lectures to online delivery for on-demand coursesVerified firm contacts for file updatesStructured market research for promotional materials

Bachelor Of Business Administration (B.B.A.), Accounting And Finance

Activities and Societies: Sigma KappaMinor in International Relations

High School Diploma

Honor Roll for 4 semesters