Geoffrey Yee

  • gyee23@gmail.com

Work History

Work History
Oct 2011 - Present

Operations/Data Analyst

Black Diamond Performance Reporting a business unit of Advent Software
  • Subject matter expert on custodian data delivery and platform automated processes.
  • Investigate and preform data analysis on client data/platform problems.
  • Perform daily reconciliation and trend analysis of daily custodial data.
  • Providing support of data and client relationships with AUMs ranging from 5 million - 3 Billion.
  • Project leader on multiple projects while escalating issues as needed.
  • Conduct quarterly and daily audits to ensure and provide accurate and consistent data on the Black Diamond wealth management platform.
  • A part of an on call rotation with responsibilities to resolve any issues with daily file and account reconciliation.
  • Communicate and coordinate with internal product and development groups to provide industry leading service to clients.
  • Assist with system and product development enhancements.
May 2010 - Oct 2011

Marketing Street Team

Tampa Bay Rays
  • Promote and market the Tampa Bay Rays at events all over the Tampa Bay area.
  • Coordinate with corporate sponsors of the Tampa Bay Rays to ensure and provide a premium experience for fans in the bay area.
  • Sales and marketing of fan club/ticket memberships with the Tampa Bay Rays.
Jan 2010 - Apr 2010

Finance Intern

Tampa Bay Rays
  • Analyzed ticket sales/attendance information and prepared daily forecast information to senior management.
  • Collaborated with financial analyst to improve ticket sales forecast model for regular season activity of the Tampa Bay Rays; continued to refine and use model for predicting game-specific ticket volume.
  • Proposed and analyzed scenarios to explain variances between forecast and actual data; prepared supporting data and reports to senior management.
  • Produced daily statistical reports on spring training and regular season games.
  • Worked in-depth with Archtics, a Ticketmaster database (Similar to Linux).

Specalties

Skills

Salesforce

SQL

HTML/CSS

Microsoft Office (Word, Excel, PowerPoint, Access)

Photoshop, Aperature, Adobe Acrobat Pro

Education

Education
2004 - 2010

Bachelors of Business, Finance

University of South Florida

Double Minor: International Business and Economics