Head Of Finance And Business Operations
Current
Jul 2024 - Present
AeroLeads people directory · profile
Alice Yu Email & Phone Number
Scaling High Growth Startups
at
Savvy Wealth
2 work emails found
@oaktreecapital.com
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Scaling High Growth Startups
Location
New York, New York, United States
Who is Alice Yu? Overview
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Quick answer
Alice Yu is listed as Scaling High Growth Startups at Savvy Wealth, based in New York, New York, United States. AeroLeads shows a work email signal at oaktreecapital.com and a matched LinkedIn profile for Alice Yu.
Alice Yu previously worked as Head of Finance and Business Operations at Savvy Wealth and Business Operations Lead at Savvy Wealth. Alice Yu holds Bachelor Of Science (B.S.) With High Distinction (Magna Cum Laude), Economics And Mathematics from University Of Michigan.
Company email context
Email format at Savvy Wealth
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{first_initial}{last}@oaktreecapital.com
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AeroLeads found 2 current-domain work email signals for Alice Yu. Compare company email patterns before reaching out.
Profile bio
About Alice Yu
Investment professional turned operator specializing in scaling high growth start ups. Experienced Operator with history in supply chain and customer growth & retention, as well as Investment Professional with a demonstrated history of working in the industrials and special situations industries. Skilled in business optimization, cross-sell and up-sell strategies, funnel analytics, financial modeling, valuation, due diligence, and investing. Bachelor of Science (B.S.) with High Distinction focused in Economics and Mathematics from University of Michigan.
Listed skills include Matlab, Event Planning, Teamwork, Stata, and 8 others.
Current workplace
Alice Yu's current company
Company context helps verify the profile and gives searchers a useful next step.
10 roles
Alice Yu work experience
A career timeline built from the work history available for this profile.
Business Operations Lead
Oct 2022 - Jun 2024
Growth Strategy Manager
Jul 2022 - Oct 2022
Product Strategy And Operations Manager
Jul 2021 - Jun 2022
Private Equity Associate
Conduct due diligence and analyze investments in leveraged buyouts, distressed debt, special situations, structured equity, and platform roll-up opportunities across a variety of industry verticals on behalf of funds managing over $5.5 billion in assets
Jul 2019 - Jul 2021
Investment Banking Analyst
Focused on Capital Goods and Multi-Industry industrial companiesAdvised Xylem on its acquisition of Pure Technologies (Canadian public company, ~$400m)Advised Ingersoll-Rand on the combination of its Industrial segment with Gardner Denver (RMT, ~$15bn)
Jun 2017 - Jun 2019
Operations Analyst
Twiage is a powerful HIPAA-secure mobile and web platform that seamlessly bridges communication between ambulances and Emergency Department. Using the latest mobile technology, Twiage is designed to help first responders and physicians save time, save costs, and save lives.
Jun 2014 - May 2017
President
MES is a departmentally-sponsored organization created to help students further their economic interests. MES serves to bridge the gap between academic economics and the the commonplace and professional uses of economics.
Nov 2014 - Dec 2016
Investment Banking Summer Analyst
Jun 2016 - Aug 2016
Market Research Analyst
RxData is a live data platform that collects, aggregates and analyzes past and current global market access events to help life sciences companies make faster and better market access decisions.
Jun 2015 - Aug 2015
2 education records
Alice Yu education
Bachelor Of Science (B.S.) With High Distinction (Magna Cum Laude), Economics And Mathematics
University Of Michigan
High School, Center Of International Studies Magnet Program, Valedictorian
Dr. Phillips High School
FAQ
Frequently asked questions about Alice Yu
Quick answers generated from the profile data available on this page.
What company does Alice Yu work for?
Alice Yu works for Savvy Wealth.
What is Alice Yu's role at Savvy Wealth?
Alice Yu is listed as Scaling High Growth Startups at Savvy Wealth.
What is Alice Yu's email address?
AeroLeads has found 2 work email signals at @oaktreecapital.com for Alice Yu at Savvy Wealth.
Where is Alice Yu based?
Alice Yu is based in New York, New York, United States while working with Savvy Wealth.
What companies has Alice Yu worked for?
Alice Yu has worked for Savvy Wealth, Dandy, Oaktree Capital Management, L.P., Lazard, and Twiage.
How can I contact Alice Yu?
You can use AeroLeads to view verified contact signals for Alice Yu at Savvy Wealth, including work email, phone, and LinkedIn data when available.
What schools did Alice Yu attend?
Alice Yu holds Bachelor Of Science (B.S.) With High Distinction (Magna Cum Laude), Economics And Mathematics from University Of Michigan.
What skills is Alice Yu known for?
Alice Yu is listed with skills including Matlab, Event Planning, Teamwork, Stata, Data Analysis, Manderin Chinese, Microsoft Excel, and Social Networking.
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