Associate, Portfolio Administration and Analyst @ (February 2023 - August 2026)
Instructor and Content Developer @ (June 2021 - August 2026)
Wealth Planning Associate @ (November 2020 - September 2022)
Associate @ (March 2019 - October 2020)
Investment Administrator @ (November 2017 - March 2019)
Christopher Yee Education
Beedie School of Business at Simon Fraser University
Bachelor of Business Administration - BBA (Finance and Economics Joint Major)
2015-2017
The University of British Columbia
Computer Science and Statistics
2013-2015
Christopher Yee Skills
Asset Management
Client Service
Customer Service
Finance
Financial Advisory
Financial Analysis
Financial Econometrics
Financial Markets
Financial Services
Investment Planning
Investment Strategies
Investments
Microsoft Excel
Microsoft Office
Microsoft PowerPoint
Presentation Skills
R
RStudio
Statistical Data Analysis
Wealth Management
Christopher Yee Summary
Christopher Yee, based in Vancouver, BC, CA, is currently a Administrative Assistant at Odlum Brown Limited. Christopher Yee brings experience from previous roles at Ventum Financial, FinanceTraining.ca, Nicola Wealth and Connor, Clark & Lunn Private Capital Ltd. (CC&L). Christopher Yee holds a 2015 - 2017 Bachelor of Business Administration - BBA in Finance and Economics Joint Major @ Beedie School of Business at Simon Fraser University. With a robust skill set that includes Asset Management, Client Service, Customer Service, Finance, Financial Advisory and more. Christopher Yee has 2 emails on RocketReach.
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