Diana Yu - Ms. Yu has extensive experience in global business transactions, financial advisory, and strategic consulting, and currently is the CFO and a board member of Merrill Capital Management, Inc. At Merrill Capital, Ms. Yu leverages her extensive global network of executives and investors to identify clients that her firm can help access capital markets, both public and private. Ms. Yu has an excellent understanding of business in both the US and China, and helps companies address various structural and management issues required for access to capital markets and growth financing.
Previous to her work at Merrill Capital, Ms. Yu was a deputy representative and business development manager with Banca Nazionale del Lavoro (BNL) Banking Group Shanghai office for 5 years, and specialized in Export Credit Lines, International Trading Finance and other corporate finance related projects. Ms. Yu was also the financial advisor for Ameriprise Financial Service, Inc. (previously American Express Financial Advisors Inc.) for 5 years. She is a member of several professional associations including the Financial Planning Association, Society of Financial Services Professionals and National Association of Insurance & Financial Advisors.
Ms. Yu earned her M.B.A. degree from California State University San Bernardino, where she graduated with honors. Ms. Yu also received her B.S from Shanghai University, and holds NASD Series 7, 66 licenses and life agent license as well.