Sherrie Dai, Cfa
About Sherrie Dai, Cfa
Sherrie Dai is the Managing Director for North Asia at VISTRA, with over two decades of experience in financial advisory and wealth management. She has held leadership positions at various financial institutions, including Standard Chartered Bank and FOSUN, and has a strong background in team management and stakeholder engagement.
Work at Vistra
Sherrie Dai serves as the Managing Director for North Asia at Vistra, a position she has held since 2018. In this role, she oversees operations and strategic initiatives within the region. Her responsibilities include managing client relationships and ensuring compliance with local regulations. Dai's leadership contributes to Vistra's growth and presence in the North Asian market.
Education and Expertise
Sherrie Dai holds a Master of Business Administration (MBA) in Finance and Financial Management Services from California State University-Los Angeles, where she studied from 1994 to 1997. She also earned a Bachelor's degree in English Language and Literature from Shanghai International Studies University between 1987 and 1991. With over two decades of experience in financial advisory and wealth management, she possesses expertise in team management, stakeholder engagement, and media communication.
Background
Dai has a diverse professional background in the financial sector, having worked with several prominent institutions. Her career includes significant roles at Standard Chartered Bank, where she held various leadership positions, including Head of Consumer Banking Academy and Head of Private Wealth, China. She also worked at FOSUN 复星 as Managing Director of the Fosun Wealth & Asset Management Group and has experience in maintaining regulator relationships.
Achievements
Throughout her career, Sherrie Dai has built a proven track record in developing and expanding international business operations in China. She has extensive experience in managing high net worth client relationships and implementing risk control measures. Her leadership roles across various banks and financial institutions reflect her capability in driving growth and fostering client engagement.