Sherry Zhou

Role
Senior Client Manager at Morningstar
Location
Birmingham, MI, US
LinkedIn followers
500 followers
Customer/Client ServiceView LinkedIn profile

Experience

  1. Senior Client Manager

    Morningstar

    May 2014 — Present

    1st joined the company as a part of the Morningstar Development Program, have been taking on product & project management / lead roles in data analytics, operations, marketing/sales support, and client solutions, servicing hedge fund / mutual fund / private equity / asset management clients and other institutional investors

Skills

  • Asset Management
  • Customer Relationship Management (Crm)
  • Microsoft Office
  • Data Analysis
  • Mutual Funds
  • Private Equity

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