Anna Yu, CAIA

Advisory Board Member

Anna Yu a Senior Vice President and an Account Manager at Pacific Investment Management Company (PIMCO) with over 20 years of experience working in the asset management industry. Anna focuses on client servicing and business development in the U.S. and works primary with institutional corporate retirement plans. She is a member of PIMCO’s Retirement Working Group and leads a strategic business initiative to support the defined contribution business. Anna has also led and developed a number of key internal training and mentoring programs for account managers. Prior to her current role, Anna held Senior Analyst positions within PIMCO’s client management, product management and trade compliance groups.

Anna holds an MBA from the Marshall School of Business at the University of Southern California and a Bachelor’s degree from the University of California, Irvine. She is a CAIA (Chartered Alternative Investment Analyst) Charterholder and holds Series 7, 63 and 3 licenses.

Girls Inc.

WISE was honored to one of 3 recipients of the Volunteer Appreciation Award by Girls Inc. The award was presented at a beautiful luncheon at the Disneyland Resort which Darlene March and Jan Walsh attended. WISE has been supporting and sponsoring many various activities and workshops for Girls Inc. since 2014. WISE is grateful to be a partner with Girls Inc. assisting girls of all ages to be Strong, Smart, and Bold.