Sharon Wu

Sharon Wu is a Senior RFP Associate and Client Relations professional at Polen Capital. Sharon has over two years of experience in the financial industry, with a focus on compliance and operations. Sharon has a strong working knowledge of the Investment Advisers Act of 1940 and applicable securities laws.

Prior to joining Polen Capital, Sharon worked as a Compliance & Operations Associate at Douglass Winthrop Advisors LLC. In this role, they were responsible for designing, implementing and leading the digital Relationship Review Process. Sharon also worked closely with various auditors to complete the Annual Surprise Custody Exam, Compliance Review and GIPS calculation, Reporting and Verification. In addition, they maintained and updated various marketing materials on a monthly and quarterly basis, and created processes to streamline and enhance turnaround times.

Sharon is a highly skilled and motivated individual who provides excellent support to their team. Sharon is an asset to any organization and has a proven track record of success in their previous roles.

Sharon Wu has a certificate in Power and Influence for Positive Impact from Harvard Business School Online, a field in Economics from The London School of Economics and Political Science (LSE), a Bachelor of Science (B.S.) in Economics with a minor in Psychology from Northeastern University, and a Certification from Florida Atlantic University in Certificate in Investment Management.

Sharon Wu works with Philip Hnatowicz - RFP Associate, Client Relations, Allison Bloch - Senior RFP Associate, Client Relations. Their manager is Diane Nestor, RFP Manager, Client Relations.