Alyssa Yu
Financial Advisor at Morgan Stanley
California, United States
Summary
👤
Senior🎓
Top SchoolAlyssa Yu is a Financial Advisor with a decade of experience helping business owners, executives, and high-net-worth families in California build pragmatic plans for earning, saving, retirement and intergenerational wealth preservation. She combines high-touch client service—returning calls and emails promptly—with experience across corporate finance, retail and channel sales, having driven multimillion-dollar revenue growth and wide retail distribution early in her career. At Morgan Stanley she translates complex tradeoffs like retirement versus education funding into realistic, actionable plans tailored to each client’s priorities. Her background in business development and strategic account management gives her a commercial lens that helps clients optimize employer, investment and tax-adjacent decisions. Outside finance she has hands-on product and mobile ecosystem experience from contributions to a major open-source iOS SDK, reflecting a practical technical fluency that supports modern, digital client solutions. Colleagues and clients rely on her blend of disciplined planning, consultative selling, and operational follow-through to simplify complex financial choices.
10 years of coding experience
5 years of employment as a software developer
Bachelor's degree, International/Global Studies, Bachelor's degree, International/Global Studies at University of California, Santa Barbara
Korean, English
Github Skills (7)
mobile-application10
objective-c10
swift10
ios10
sdk10
analytics10
amplitude10
Programming languages (13)
Github contributions (5)
amplitude/Amplitude-iOS
Mar 2021 - Oct 2022
Native iOS/tvOS/macOS SDK
Role in this project:
Mobile Developer (iOS)
Mobile Developer (iOS)Contributions:97 reviews, 36 commits, 36 PRs in 1 year 6 months
Contributions summary:Alyssa primarily contributed to the Amplitude iOS SDK, implementing new features and fixing bugs related to event tracking and user properties. They added functionality for preInsert, postInsert, and remove operations for user properties, and exposed more function signatures for `logEvent`. The user also made several minor fixes and updates, including correcting an umbrella header warning and adding an option to manually trigger the foreground check. This indicates a focus on enhancing the SDK's functionality and improving its user experience.
leancloudstorekitios-nativemobile-appios
amplitude/amplitude-js-gtm
Feb 2023 - Oct 2024
Amplitude JS wrapper for GTM custom template
Contributions:26 reviews, 64 PRs, 101 pushes in 1 year 8 months
jsjavascriptamplitudejs-wrappergtm-custom-template
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