Sherry Yu

Vice President of Valuation Oversight at Fidelity Investments

Role: Vice President, Valuation Oversight at Fidelity Investments
Location: Boston, MA, US
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

Experience

Vice President, Valuation Oversight
Fidelity Investments
Apr 2022 — Present · Boston, MA, US
Oversees the valuation process around the private equity and private credits investments in Fidelity’s funds

Education

Questrom School of Business, Boston University
Bachelor's Degree, Finance & Management Information System
2009 — 2013
Boston University
Bachelor of Arts (BA), Economics
2009 — 2013

Skills

Game Theory
Derivatives
Common Stock Valuation
Wordpress
Business Valuation
Relativity
Real Estate
Sharepoint
Research
Project Management
Purchase Price Allocation
Economics
Financial Reporting
Html
Investment Banking
Asc718
Microsoft Office
Python
Chinese
Asc805
Entrepreneurship
Option Pricing Models
Irc409a
Black-Scholes
Sql
Enterprise Valuation

Contact information

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Work email
•••••@fidelity.com
Personal email
•••••@•••••.com
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Current company

Fidelity Investments

Financial Services · 85K employees · Founded 1946 · Boston, Massachusetts, United States

Fidelity’s mission is to strengthen the financial well-being of our customers and deliver better outcomes for the clients and businesses we serve. Fidelity’s strength comes from the scale of our diversified, market-leading financial services businesses that serve individuals, families, employers, wealth management firms, and institutions. With assets under administration of $15.0 trillion, including discretionary assets of $5.9 trillion as of March 31, 2025, we focus on meeting the unique needs of a broad and growing customer base. Privately held for 78 years, Fidelity employs more than 77,000 associates across the United States, Ireland, and India. For our Terms and Conditions, please visit http://go.fidelity.com/LIterms

fidelity.com

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Experience

Vice President, Valuation Oversight

Education

Questrom School of Business, Boston University

Boston University

Skills

Find verified contacts for anyone on LinkedIn