Ms. Yu has more than 20 years of experience in accounting, tax, investment, risk management and corporate finance. She led teams of professionals executed numerous billion dollar projects in achieving millions of incremental profits in American Express’s corporate strategy, Citigroup’s risk management and Wyndham’s global finance. Ms. Yu has provided accounting, risk, corporate strategy and tax services to public to private, local to international corporations in manufacturing, medical, retails, transportation, real estate, leisure travel and banking industries. Ms. Yu has profound experience in managing the profitability of corporate operations, customer acquisition and management. She also managed the $5 billion dollar investment strategy for the municipal bond portfolio and low income housing investments. She led and participated the integration of dozen of new acquisitions for Citigroup and Wyndahm. Prior to founding her own CPA firm, she was the Global Finance Director, responsible and managing the annual generation of $450 million free cash flow from 15 companies worldwide. She now serves primarily small to middle size companies and individuals as their personalized “CFO”.
Ms. Yu received a M.S. in accounting from University of Delaware and M.B.A from Regis University. Ms. Yu is a NJ licensed CPA since 1995 and a Certified Financial Planner by the CFP board. She also earned various professional designations and licenses in computer science, management accounting, investment and insurance.
Since 2002, as a founder and volunteer of 501(c) organization PCE Club, she devoted time and fund to parents and children education and earned Presidential Volunteer Award 3 years in a row. She lives in New Jersey with her husband and two children. Her favorite leisure activities are reading and writing, gym, Zumba and gardening.