Anna Yu is an Associate at Certuity with extensive experience supporting wealth advisors and their clients while maintaining productivity and compliance standards.
Prior to Certuity, Ms. Yu served as a Wealth Advisor Associate at First Republic Bank, where she was responsible for supporting two wealth advisors and their prospective clients across the San Francisco and Peninsula region. Before that, Ms. Yu was a Preferred Banker, where she provided a full range of support for loan officers, relationship managers, and wealth advisors. Additionally, Ms. Yu served as a Quality Assurance Specialist for First Republic Bank, where she provided image capture support for retail deposit account documents to Preferred Banking Offices and Preferred Banking Client Services, while maintaining productivity goals and ensuring compliance with all bank security, regulatory policies and procedures.
Ms. Yu received her Bachelor of Science in Business Administration-Finance from San Francisco State University.