Shirley Yu
Financial Planner@ AIA
Oxford, Oxfordshire, United Kingdom
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Shirley Yu is an energetic and experienced information specialist with 13.7 years of work experience. She specializes in investment banking, business analysis, portfolio management, financial analysis, and information management. Based in Oxford, United Kingdom, Shirley has a strong reputation for achieving heavy demands of information needs for financial and investment professionals. She is skilled in managing records, information systems, and identifying information gaps. Shirley is known for her hands-on experience in managing records, information, and knowledge systems. She is a good communicator with stakeholders at all levels, including CIO, COO, Business Development, Investment Management, Technical professionals, and Vendors. Shirley is an initiative who is willing to take on new challenges and solve problems.
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About

An energetic and experienced information specialist, with a reputation for achieving heavy demands of information needs for financial and investment professionals. Special expertise in:- - Hands-on experience in managing records, information and knowledge systems. - A good sense of business and market trends, able to communicate with stakeholders at all levels including the CIO, COO, Business Development, Investment Management and Technical professionals, as well as Vendors, in identifying information gap and developing information strategies to maximize the business benefit from current or planned IT investment. - Initiative, willing to take up new challenges, aiming at increasing cost efficiencies, and problems solving.

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Work Experience

AIA Central, Central, Hong Kong, N/A, HK

Insurance

43754
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Shirley Yu's Professional Milestones

  • Assistant Vice President (2010-01-01~2014-09-01): Streamlined operations and increased efficiency, driving exceptional productivity and revenue growth.
  • Financial Planner (2015-08-01~): Creating comprehensive financial plans to drive business growth and optimize profitability.

Education

Edinburgh Napier University
Edinburgh Napier University

Bachelors,

Bachelor Of Arts

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