Emily Sheu

Coach & Consultant

Phone +1 929 352 1080

Email emily@emilysheu.com
Location New Jersey, USA (Global in Scope)

 
 

EXPERTISE

  • Employee Engagement and Productivity

  • Neuroscience, Behavior, and Habit Formation

  • Positive Psychology 

  • Emotional Intelligence

  • Purpose and Identity 

  • Personal Change and Transition

  • Behavioral Sales and Business Development

  • Group Dynamics

 

CLIENTS

  • Organizations

  • Corporate Professionals

  • Business Owners

  • Individuals in Transition

  • Sales Professionals

  • Financial Advisors

ABOUT

Emily works with organizations and individuals to provide education, consulting, and coaching to help them achieve sustainable change. 
 

Previously, Emily spent 13 years in finance. She served as VP Financial Advisor Development Program Manager at Merrill, where she managed a 50-person training program for new financial advisors in one of the top offices in the country. Prior to that, she was VP Executive Advisory Services, where she delivered expertise in developing trading plans for key corporate executives and board members of publicly traded companies, while addressing the rules and regulations of the SEC and their company's insider trading policies.


Emily was also a financial advisor for nearly a decade. She headed her own wealth management practice at UBS and in the independent space for 4 years, and spent 5 years as a partner of a wealth management team at Merrill and UBS. She specialized in working with corporate executives of Fortune 500 companies. During her time at Merrill, she was recognized as a top financial advisor of all new advisors in NYC, selected for National Excellence Programs, and obtained an Essential Partner Award in her market.


Emily is currently studying at the University of Pennsylvania for a Master's in Organizational Dynamics, concentrating in Organizational Coaching, and Leading/Managing Through Change. She graduated Summa Cum Laude from Fordham University with a BS in Accounting. Emily is a member of the International Coach Federation, Financial Planning Association, and Retirement Coaches Association. In her spare time, she enjoys staying active, hiking, and endurance challenges.

CERTIFICATIONS

  • Certified Financial Planner®

  • Behavioral Financial Advisor™

  • Certified Financial Services Coach™

  • Chartered Retirement Planning Counselor®

  • Associate Certified Coach

ASSOCIATIONS & EDUCATION

  • International Coach Federation

  • Financial Planning Association

  • Retirement Coaches Association

  • University of Pennsylvania, MS in Organizational Dynamics (current candidate)

  • Fordham University, BS in Accounting, Summa Cum Laude

 
 

CONTACT

Phone +1 929 352 1080

Email emily@emilysheu.com

Location New Jersey, USA (Global in Scope)