Adam Yee Email & Phone Number
Senior Vice President @ Archer
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Adam Yee Location
- New York, NY, US
Adam Yee Work
- Senior Vice President @ (July 2025 - Present)
- Consultant @ Yee Consulting (November 2024 - July 2025)
- Senior Business Analyst @ (August 2023 - November 2024)
- Principal Implementation and Onboarding Solutions Specialist @ (January 2022 - August 2023)
- Senior Solutions Specialist @ Apex Silver (October 2021 - August 2023)
- Manager @ Silver Management Group of Companies (March 2021 - October 2021)
- Senior Business Operations Analyst @ Silver Management Group of Companies (June 2019 - March 2021)
- Financial Professional @ (March 2018 - November 2018)
- Registered Representative @ (January 2017 - February 2018)
- Senior Manager @ (January 2004 - January 2016)
- Project Manager @ (January 2002 - January 2004)
- Manager @ (January 2000 - January 2002)
- Business Analyst and Team Leader @ (January 1997 - January 2000)
- Performance Analyst @ (January 1995 - January 1997)
Adam Yee Education
- Queensborough Community College 1993
Adam Yee Skills
- Process Improvement
- Financial Services
- Fixed Income
- Mutual Funds
- Securities
- Trading
- Asset Protection
- Back Office
- Investment Management
- Business Analysis
- Vendor Management
- Account Reconciliation
- Project Management
- SDLC
- Risk Management
- Equities
- Wealth Management
- PowerPoint
- Adobe Acrobat
- Trading Systems
- Microsoft Excel
- Microsoft Project
- Microsoft Office
- Microsoft Word
- Microsoft Outlook
- Bloomberg
- Leadership
- Problem Solving
- Separate Accounts
- Performance Measurement
- Middle Office
- Unified Managed Accounts
- Security APL
- Corporate Actions
- Relationship Management
- Annuity Strategies
- Separately Managed Accounts
- Financial Technology
- Straight Through Processing
- Cost Basis Reporting
- Accounting
- Municipal Bonds
- Government Securities
- Asset-Backed Security (ABS)
- High Yield Bonds
- SQL
- FinTech
- SMA
- Wrap Accounts
- Financial Markets
- Capital Markets
- Portfolio Management
- Investment Advisory
- Investments
- Asset Allocation
- Asset Management
- Investment Strategies
- Fund Accounting
- Asset Managment
- RIAs
- WinZip
- Windows Explorer
- Investment Performance
- Sales
- VBA
- Nursing
- ETFs
- Series 7
- Strategic Planning
- Whole Life Insurance
- Asset Backed Security Abs
- 401k Rollovers
- Term Life Insurance
- Annuity Sales
- Asset Backed Security
Adam Yee Summary
- Adam Yee, based in New York, NY, US, is currently a Senior Vice President at BNY Archer. Adam Yee brings experience from previous roles at Yee Consulting, InvestCloud, Inc., Apex Fintech Solutions and Apex Silver. Adam Yee holds a Queensborough Community College. With a robust skill set that includes Process Improvement, Financial Services, Fixed Income, Mutual Funds, Securities and more. Adam Yee has 2 emails and 3 mobile phone numbers on RocketReach.
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