Sherry Meng Email and Phone Number
Sherry Meng work email
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Sherry Meng personal email
First-Year Analyst at Goldman Sachs within the Private Wealth ManagementEducation:* Master of Science (M.S.) in Information Systems & Operations Management with a specialization in Data Science, University of Florida.* Bachelor of Science (B.S.) in Marketing, University of Florida.Language Skills:* Bilingual in English and Chinese (Mandarin), enabling effective communication across diverse contexts.Professional Attributes:* Profound proficiency in Customer Relationship Management, intricate Problem-Solving, and Private Wealth Account Management.Technical Expertise:* Proficient in utilizing CRM Software: Salesforce, HubSpot, Sharpspring.* Skilled in programming languages and tools: Microsoft Visio, R, SQL, Java.* Adept at various software platforms: Microsoft Excel, Google Docs Editors (Sheets, Slides, Docs).Skill Enhancement:* Currently advancing proficiencies in Python and Tableau, augmenting capabilities in data analysis and visualization.Value Proposition:* Fusing data science acumen with financial insights to enable well-informed decision-making and strategic planning.
Goldman Sachs
View- Website:
- goldmansachs.com
- Employees:
- 59372
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AnalystGoldman Sachs Jul 2023 - PresentDallas, Texas, United StatesPrivate Wealth Management- Client Onboarding -
Campus AmbassadorGoldman Sachs Aug 2022 - Jul 2023 -
Summer AnalystGoldman Sachs Jun 2022 - Aug 2022Dallas, Texas, United States• Managed over 200+ PWM accounts and assisted Wealth Management Professionals in approving client data maintenance requests and ensured PWM systems contain proper regulatory information and client documentation.• Identified the potential improvement for the PWM team and pitched a solution for 30% increased efficiency.• Coordinated with PWM Teams, Compliance, Control, and lending team to ensure all accounts were under regulation. -
Summer Insight Series ProgramGoldman Sachs May 2021 - May 2022• Selected out of 10,000 applicants and gained professional skills about the workplace and key insights into the Goldman Sachs culture. -
Teaching AssistantUniversity Of Florida - Warrington College Of Business Sep 2022 - May 2023Teaching Assistant for Marketing Management - MAR4803• Grader for 39 marketing senior students' assignments • Assist the professor with day-to-day teaching tasks -
Teaching AssistantUniversity Of Florida - Warrington College Of Business Aug 2021 - May 2023Gainesville, Florida, United StatesTeaching Assistant for Sales Management - MAR4403• Mentor 50+ students in their Business Development Project, a project designed to give students their first real-world sales experience by fundraising for local charities. • Train over 200+ students on CRM Hubspot• Maintain excellent relationships with local charities (Carson Springs Wildlife Conservation Foundation and Child Advocacy Center, Inc.) • Roleplay as the buyer in Sales Simulations, which requires students to study a case and attempt to sell various products. -
Ms-Isom Student AmbassadorUniversity Of Florida - Warrington College Of Business Nov 2020 - May 2023Gainesville, Florida, United States•Serve 1500+ current and prospective MS-ISOM students by advocating academic resources, and program opportunities, and by being an initial point of contact for program inquiries.•Organize and participate in ISOM events, such as student orientation and guest speaker sessions. •Collaberate with the MS-ISOM department directors and advising team to plan out practical improvements, provide timely feedback, and be a connection between students and the ISOM department. -
2021 Uf University Scholar ProgramUniversity Of Florida - Warrington College Of Business Mar 2021 - Apr 2022Gainesville, Florida, United States• Selected as one of the five research projects to be represented by the Warrington College of Business• Research was aimed to increase international student involvement on campus and better help them use school recourses, such as career development services. • Closely worked with Dr. DiPasqualeto to complete this independent research in a year -
The Founder Of University Of Florida First Sales CompetitionUniversity Of Florida - Warrington College Of Business Jan 2021 - Nov 2021Gainesville, Florida, United StatesUF’s first sales competition sponsored by UF’s Sales Department was conducted in October 2021.• Found and organized the sales competition by working closely with Dr. DiPasquale and 10+ business clubs on campus.• Drafted Sales Competition content with Dr. DiPasquale and constantly monitor the progress.• Sought sponsorships and door prizes by contacting 20+ campus recruiters via LinkedIn and emails. -
Ibm Accelerate Program-Seller TrackIbm Jun 2021 - Aug 2021• Selected as one of 150 participants and learned foundational skills and consulting sales insights from IBM.• Certificated for IBM Accelerate-Seller Badge (intermediate). -
Customer Success InternKnowbe4 May 2021 - Aug 2021Clearwater, Florida, United States• Assisted in identifying about 11%-36% of dark and unhealthy accounts for 2600+ total accounts and categorizing them based on urgency to free up time for the CSM team.• Optimized customer relationships by seeking alternative contact information for over 70% of dark accounts.• Identified problems and advised at least one solution for each CSM via cataloging and analyzing their unhealthy and dark accounts.• Maximized CSM team’s effective selling time by reporting assigned accounts’ health in charts, data, and words. -
Sales Accelerator ProgramKnowbe4 Oct 2020 - Apr 2021Clearwater, Florida, United States• Gained insights on sales pitches and techniques, such as Negotiating, Tailoring a Demo, Prospecting, Networking, and Handling Objections by attending weekly workshops.• Participated in two full-cycle sales competitions. • Got hands-on practice under the guidance of KnowBe4's top sales reps and executives. -
Licensed Insurance Sales AgentGeico Jan 2020 - Jan 2021Gainesville, Florida Area• Worked as an Insurance Sales Agent in the Local Geico Office in Gainesville.• Ranked as the top Monthly Auto Sales Agent for continuous three months.• Completed policy endorsements and sell auto, motorcycle, and renter insurances for 300+ Geico customers.• Provided essential service for 1000+ customers and promote the market for Mandarin-speaking customers. -
Prospect Strategy And Research InternUniversity Of Florida Alumni Association Sep 2019 - Dec 2019Gainesville, Florida Area•Perform projects including information lookups, finding wealth and asset information for prospective donors, and data collecting to assist the researchers.•Learned about non-profit advancement operations, including basic research and wealth estimation. -
Gallery Assistant InternDegreeart Powered By Artellite Jul 2019 - Aug 2019London, United Kingdom•Researched and collated information to create artist exhibition locations for a prolific Asian artist.•Updated the biographical information and wrote artist interviews for the blog section of the DegreeArt.com website.•Connected artists and different galleries, such as V&A, National Portrait Gallery, and Tate.•Organized the information on recruitment and communicated with potential artists.
Sherry Meng Skills
Sherry Meng Education Details
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Information Systems And Operations Management -
International Business
Frequently Asked Questions about Sherry Meng
What company does Sherry Meng work for?
Sherry Meng works for Goldman Sachs
What is Sherry Meng's role at the current company?
Sherry Meng's current role is Analyst at Goldman Sachs| University of Florida Alum.
What is Sherry Meng's email address?
Sherry Meng's email address is sm****@****co.jobs
What schools did Sherry Meng attend?
Sherry Meng attended University Of Florida - Warrington College Of Business, University Of Florida - Warrington College Of Business, Fie: Foundation For International Education.
What skills is Sherry Meng known for?
Sherry Meng has skills like Business Development, International Marketing, Project Planning, Leadership, Bilingual Communications, Customer Service.
Who are Sherry Meng's colleagues?
Sherry Meng's colleagues are Linh Nguyen, Mariya Guynn, Jiaqi Wang, Kunal Jain, Rudramuni B, Asifiqbal Karimkhan, Cfa, Frm, David Jaffe.
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Sherry Lin
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Sherry Meng
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