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Sherry Lu, PMP, CSPO

Sherry Lu, PMP, CSPO

Intern-Wealth Management

Followers of Sherry Lu, PMP, CSPO899 followers
location of Sherry Lu, PMP, CSPONew York, New York, United States

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  • Timeline

  • About me

    Agile and Digital Transformation

  • Education

    • NYU School of Professional Studies

      2016 - 2016
      Project Management Project Management

    • Baruch College

      2004 - 2008
      BA Finance and Economics

      Activities and Societies: Baruch Swim Team

  • Experience

    • Morgan Stanley

      Jun 2007 - Apr 2008
      Intern-Wealth Management

    • Wachovia, A Wells Fargo Company

      Apr 2008 - Sept 2008
      Intern-Wealth Management

    • Gain Capital-Forex

      May 2009 - Oct 2010
      Foreign Exchange Sales Specialist

      Developed a comprehensive operational understanding of the financial services and foreign currency trading platforms. · Educated global clients on how to trade on the forex platform by performing hands on demo trading practices. · Facilitated in opening new accounts and handled the money transfer. · Organized educational FOREX seminars for beginners in both English and Chinese. · Promoted company services and trading platforms at numerous Traders Expos.

    • AXA

      Sept 2010 - Jan 2012
      Financial Consultant

      Assessed client income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, and other information to determine an appropriate financial strategy. · Developed comprehensive financial planning models to enhance client experience including income and expense analysis. · In charge of improving existing client relationships and developing sales leads for new clients. · Developed disciplined and productive client service methodology that greatly increased client satisfaction, retention, revenue and referrals. Show less

    • U.S. Trust

      Aug 2012 - Jan 2014
      Product Specialist

    • OptionsPlay

      Dec 2013 - Sept 2014
      Business Analyst

    • S&P Global

      Apr 2015 - Jun 2017
      Business Analyst

    • Metropolitan Transportation Authority

      Jul 2017 - Apr 2019
      Business Analyst

    • MassMutual

      Apr 2019 - Apr 2022
      Digital Product Owner

    • Haven Technologies

      Apr 2022 - Sept 2023
      Product Manager

    • Guardian Life

      Oct 2023 - now
      Agile Product Owner

  • Licenses & Certifications

    • Certified Scrum Product Owner (CSPO)

      LeadingAgile
      Dec 2019

    • PMP

      Project Management Institute
      May 2018

  • Volunteer Experience

    • Mentor

      Issued by iMentor on Sept 2012
      iMentorAssociated with Sherry Lu, PMP, CSPO

    • Volunteer

      Issued by The Opportunity Network on Jun 2014
      The Opportunity NetworkAssociated with Sherry Lu, PMP, CSPO