Alan Yick

Alan Yick Email and Phone Number

Broker / Owner at KEY Real Estate Services @ Key Real Estate Services: RI & CT
wakefield, rhode island, united states
Alan Yick's Location
Narragansett Pier, Rhode Island, United States, United States
Alan Yick's Contact Details
About Alan Yick

Alan Yick is a Broker / Owner at KEY Real Estate Services at Key Real Estate Services: RI & CT. He possess expertise in separately managed accounts, trading, security apl, finance, real estate and 11 more skills.

Alan Yick's Current Company Details
Key Real Estate Services: RI & CT

Key Real Estate Services: Ri & Ct

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Broker / Owner at KEY Real Estate Services
wakefield, rhode island, united states
Employees:
14
Alan Yick Work Experience Details
  • Key Real Estate Services: Ri & Ct
    Broker / Owner
    Key Real Estate Services: Ri & Ct Apr 2016 - Present
    587 Kingstown Rd, South Kingstown, Ri 02882
  • Weichert Realtors Suburban Properties
    Licensed Realtor
    Weichert Realtors Suburban Properties Oct 2013 - Mar 2016
    Westerly, Ri
    I have always had a strong passion for customer service and real estate. I graduated from the University of Connecticut in 2006 (go Huskies!) with a BS in Finance and a concentration in Real Estate, and I have worked in mortgages, underwriting, and financial trade operations over the past eight years. I live in South County with my wife and son, and I understand the process of purchasing a new home from both a professional and personal standpoint. I am trustworthy and honest, and am always looking out for my clients' best interests. I am committed to providing smooth and successful transactions and would be happy to represent you in your next real estate transaction. I can be reached any time by call, text, or email.
  • Citi
    Team Lead, Separately Managed Accounts Trading
    Citi Sep 2007 - Dec 2013
    New York, Ny
    - Managed a team of SMA traders across multiple investment managers in fast past environment. - Block trade coordinator overseeing day-to-day trading activity. - Generated trades rotations and QC Across the Board model changes from multiple systems.- Created and organize documentation to comply with client SLA’s and Audits.- Overseed performed controls to mitigate risk and maintain trading models.- Reviewed and approve trade corrections - Train junior traders on systems and processes.- Executed orders and transmit allocations to ensure all orders are fully completed.- Performed Maintenance trading for wrap accounts including Cash flows, Tax Harvesting, New Account Rebalancing, Terminations and monitor cash and security drift.- Reconcile and affirm DVP trade confirms.
  • Citi
    Securities Processing Analyst
    Citi Sep 2007 - Mar 2010
    Greater New York City Area
    - New Accounts and Reconciliation Teams - Opened new accounts and processed day-to-day operations on a portfolio management trading system specifically geared for Third Party Operations.- Reconciled separately managed accounts to identify, report, and correct cash and security breaks while utilizing numerous reconciliation applications.
  • Clayton
    Conduit Due Diligence Underwriter
    Clayton Jun 2006 - Aug 2007
    Shelton, Ct
    - Performed secondary market due diligence on residential mortgage loans to ensure compliance with client purchasing guidelines.
  • Hudson City Savings Bank
    Intern
    Hudson City Savings Bank Jun 2004 - Aug 2005
    Paramus, Nj
    - Conducted market analysis for Branch expansion and researched independent bank operations

Alan Yick Skills

Separately Managed Accounts Trading Security Apl Finance Real Estate Portfolio Management Rebalancing Securities Accounting Wrap Accounts Due Diligence Vestmark Customer Service Asset Management Account Reconciliation Financial Modeling

Alan Yick Education Details

Frequently Asked Questions about Alan Yick

What company does Alan Yick work for?

Alan Yick works for Key Real Estate Services: Ri & Ct

What is Alan Yick's role at the current company?

Alan Yick's current role is Broker / Owner at KEY Real Estate Services.

What is Alan Yick's email address?

Alan Yick's email address is yi****@****ail.com

What is Alan Yick's direct phone number?

Alan Yick's direct phone number is +140130*****

What schools did Alan Yick attend?

Alan Yick attended The University Of Connecticut.

What skills is Alan Yick known for?

Alan Yick has skills like Separately Managed Accounts, Trading, Security Apl, Finance, Real Estate, Portfolio Management, Rebalancing, Securities, Accounting, Wrap Accounts, Due Diligence, Vestmark.

Who are Alan Yick's colleagues?

Alan Yick's colleagues are Michael Biela, Tara Crossley, Tara Crossley, Monica Gears, Kerry Bell, Laura Frye, David Cappucci.

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