Sherry Meng

Sherry Meng Email and Phone Number

Analyst at Goldman Sachs| University of Florida Alum @ Goldman Sachs
new york, new york, united states
Sherry Meng's Location
Dallas, Texas, United States, United States
Sherry Meng's Contact Details

Sherry Meng work email

Sherry Meng personal email

n/a
About Sherry Meng

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.

Sherry Meng's Current Company Details
Goldman Sachs

Goldman Sachs

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Analyst at Goldman Sachs| University of Florida Alum
new york, new york, united states
Website:
goldmansachs.com
Employees:
59372
Sherry Meng Work Experience Details
  • Goldman Sachs
    Analyst
    Goldman Sachs Jul 2023 - Present
    Dallas, Texas, United States
    Private Wealth Management- Client Onboarding
  • Goldman Sachs
    Campus Ambassador
    Goldman Sachs Aug 2022 - Jul 2023
  • Goldman Sachs
    Summer Analyst
    Goldman Sachs Jun 2022 - Aug 2022
    Dallas, 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.
  • Goldman Sachs
    Summer Insight Series Program
    Goldman 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.
  • University Of Florida - Warrington College Of Business
    Teaching Assistant
    University Of Florida - Warrington College Of Business Sep 2022 - May 2023
    Teaching Assistant for Marketing Management - MAR4803• Grader for 39 marketing senior students' assignments • Assist the professor with day-to-day teaching tasks
  • University Of Florida - Warrington College Of Business
    Teaching Assistant
    University Of Florida - Warrington College Of Business Aug 2021 - May 2023
    Gainesville, Florida, United States
    Teaching 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.
  • University Of Florida - Warrington College Of Business
    Ms-Isom Student Ambassador
    University Of Florida - Warrington College Of Business Nov 2020 - May 2023
    Gainesville, 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.
  • University Of Florida - Warrington College Of Business
    2021 Uf University Scholar Program
    University Of Florida - Warrington College Of Business Mar 2021 - Apr 2022
    Gainesville, 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
  • University Of Florida - Warrington College Of Business
    The Founder Of University Of Florida First Sales Competition
    University Of Florida - Warrington College Of Business Jan 2021 - Nov 2021
    Gainesville, Florida, United States
    UF’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
    Ibm Accelerate Program-Seller Track
    Ibm 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).
  • Knowbe4
    Customer Success Intern
    Knowbe4 May 2021 - Aug 2021
    Clearwater, 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.
  • Knowbe4
    Sales Accelerator Program
    Knowbe4 Oct 2020 - Apr 2021
    Clearwater, 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.
  • Geico
    Licensed Insurance Sales Agent
    Geico Jan 2020 - Jan 2021
    Gainesville, 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.
  • University Of Florida Alumni Association
    Prospect Strategy And Research Intern
    University Of Florida Alumni Association Sep 2019 - Dec 2019
    Gainesville, 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.
  • Degreeart Powered By Artellite
    Gallery Assistant Intern
    Degreeart Powered By Artellite Jul 2019 - Aug 2019
    London, 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

Business Development International Marketing Project Planning Leadership Bilingual Communications Customer Service

Sherry Meng Education Details

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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