2009 -
2023 Managing Director, Family Wealth Director, International Client Advisor @
2000 -
2009 Wealth Advisor @
1997 -
2000 Vice President @
1995 -
1997 Portfolio Manager @
1991 -
1993 Portfolio Manager @
Barbara Yee Education
Columbia University
Master of Business Administration - MBA (Accounting and Finance)
Columbia University - Columbia Business School
Master of Business Administration (Finance and Accounting)
The Cooper Union for the Advancement of Science and Art
Masters of Science (Chemical Engineering)
The Cooper Union for the Advancement of Science and Art
Bachelor of Science (Chemical Engineering)
The University of Chicago Booth School of Business
Associate's degree
Barbara Yee Skills
Wealth Management Services
Estate Planning
Fixed Income
Retirement
Air Freight
Commercial Sales
Barbara Yee Summary
Barbara Yee, based in New York, NY, US, is currently a Managing Director at UBS . Barbara Yee brings experience from previous roles at Morgan Stanley, UBS and Merrill Lynch. Barbara Yee holds a Master of Business Administration - MBA in Accounting and Finance @ Columbia University. With a robust skill set that includes Wealth Management Services, Estate Planning, Fixed Income, Retirement, Air Freight and more. Barbara Yee has 3 emails and 2 mobile phone numbers on RocketReach.
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