Kelly Yu is a Managing Director and Shareholder at CBIZ, working in the National Attest Office. A CPA with a Masters from The University of Texas at Austin, she specializes in resolving complex accounting issues in US GAAP, IFRS, and SEC reporting for public companies.
Her professional interests include keeping up with business insights from sources like the Harvard Business Review. She has deep industry experience across technology, e-commerce, and financial services, focusing on companies pursuing capital market transactions.
Unique fact: Kelly has a specialized background in assisting Chinese clients with the intricacies of navigating U. S. IPOs and bond offerings.
Read the full overview →Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.
Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.
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