Since 2019, Adam Yee has been working in Silver Management Group located 4, 4. Adam is an experienced Operations Analyst with over 24 years of work experience. According to Adam's resume and work profile, the professional has worked at more than 11 places with numerous backgrounds and got different skills. Adam attended school at the Texas Christian University - M.j. Neeley School of Business from 2003 to 2008. This expert has professional certification as Life Insurance and Series 6 and the person has studied English. Adam can be found in Dallas, Texas – where the professional currently lives. You can search for Adam Yee's phone number and email. We can also provide you detailed contact information upon request.
Name variants:
Ad Yee,
Ade Yee
Last updated May 22, 2024
Contact Information
Last Update
Jun 22, 2022
Email
ay**@tpg.com, ay**@gmail.com, ag**@yahoo.com
Location
Dallas, TX
Company
Workplace
Operations Analyst
New York, NY
Industry
Information Technology and Services
Colleagues
Work History
Financial Professional
New York, NY
AXA Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC. Equal Opportunity Employer—M/F/D/V. Important information & Disclosures: http://bit.ly/2f98X9d
Mar 2018 — Nov 2018
Audit Senior Assistant
30 Rockefeller Plz, New York, NY 10112
Licensed CPA, working with clients in mutual funds, hedge funds, and private equity funds towards the timely issuance of interim and annual audited financials
Sep 2008 — May 2010
Senior Manager
90 Hudson St, Jersey City, NJ 07302
Managed team up to 13 accountants responsible for trade date reconciliation of 20,000 separately managed accounts representing $20 billion under management.
Developed operational processes...
2004 — 2016
Project Manager
270 Park Ave, New York, NY 10010
Supervised professionals responsible for the Separately Managed Accounts operation.
Created and implemented new operational procedures for operations, trading and portfolio management.
Ma...
2002 — 2004
Manager
30 Rockefeller Plz, New York, NY 10112
Supervised accountants responsible for the reconciliation and performance analytics of 9,600 separately managed accounts representing $2.8 billion under management.
Developed the utilizati...
2000 — 2002
Business Analyst and Team Leader
Supervised six account managers and responsible for the client support for 36 different wrap sponsor and managed clients.
Extensive knowledge in APL and UNIX along with various brokerage o...
1997 — 2000
Performance Analyst
600 5Th Ave, New York, NY 10020
Analyzed over 1,200 accounts for 15 different Portfolio Managers ranging from Individual, Institutional, Custodial and Fixed Income.
Responsible for compiling, maintaining, and installing ...
1995 — 1997
Senior Director - Co-Head, Business Unit Finance
345 California St, San Francisco, CA 94104
Education
Occupations
Executive
Senior Director
Accountant
Certified Public Accountant
Apprentice
Senior Manager
Operations Manager
Accounting Bookkeeper
Bookkeeper
Student Worker
Skills
Financial Reporting
Accounting
Financial Statements
Us Gaap
Financial Analysis
Cpa
Auditing
Financial Accounting
Private Equity
Internal Controls
Mutual Funds
Trading
Fixed Income
Equities
Financial Services
Securities
Business Analysis
Vendor Management
Risk Management
Bloomberg
Corporate Actions
Wealth Management
Leadership
Investment Management
Account Reconciliation
Sdlc
Trading Systems
Process Improvement
Project Management
Back Office
Relationship Management
Performance Measurement
Middle Office
Unified Managed Accounts
Security Apl
Separately Managed Accounts
Asset Protection
Powerpoint
Adobe Acrobat
Microsoft Excel
Microsoft Project
Microsoft Office
Microsoft Word
Microsoft Outlook
Problem Solving
Separate Accounts
Annuity Strategies
Financial Technology
Straight Through Processing
Cost Basis Reporting
Municipal Bonds
Government Securities
Asset Backed Security
High Yield Bonds
Whole Life Insurance
Term Life Insurance
Investments
Portfolio Management
Asset Management
Capital Markets
Asset Allocation
Financial Markets