Elbert D. Yee Email and Phone Number
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For over 25 years my career has advised and managed many types of client's needs from individuals, estates and trusts, small and medium sized businesses and real estate investors. Services have included real estate sales/transactions, property management, tax filing compliance(s), full service bookkeeping, payroll service, business management/operations, entrepreneurship/business start-up, accounting information systems (AIS), planning/strategic services, and marketing analysis.My entrepreneurial drive and specific leadership experience includes other industries in information technology (IT), software project management and development, Internet of Things (IoT) electronic product development in the music industry, and restaurants.Throughout my career I've learned the value of listening well and clearly identifying priority objectives. I strive for win-win scenarios, and instill this philosophy with my clients, executives and management team. Building honesty and integrity is essential to developing trust and confidence within all relationships. I've developed the ability to shift gears quickly and smoothly between multiple disciplines which has been beneficial and advantageous for my clients and business management. I'm not adverse to simple and mundane tasks that are essential to all operations. I strive for the challenge of achieving set objectives and bottom line profitability through efficiency, synergistic team work, and systems.
Pinput Real Estate Technology, Llc
View- Website:
- pinput.com
- Employees:
- 4
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Sr. Vp Of SalesPinput Real Estate Technology, Llc Jun 2018 - PresentGilbert, Arizona -
Owner, Senior Tax Manager And Business Management ConsultantElbert D Yee And Associates 1986 - PresentSan Francisco Bay Area And South Bay Los Angeles, CaEXPERIENCE IN THE FOLLOWING INDUSTRIES:IT consulting and Project Delivery Services | IoT Product Development in the Music Industry | Tax, Finance and Accounting/Bookkeeping | Real Estate Transactions | RestaurantHighlights:• Advise and establish new businesses on entity formation of corporations and LLC, business structures• Strategic director, including business plans, brand development, product development, feasibility studies, marketing analysis and strategies, marketing requirements documents (MRD)• Analyze, recommend and establish accounting information systems (AIS)• Establish and carry out departmental or organizational goals policies and procedures• Direct and oversee organization’s financial and budgetary activities• Consult and coordinate with other C-Level executives, staff, and board members about general operations• Negotiate and/or approve contracts and agreements• Appoint department heads and managers• Analyze financial statements, sales reports, and other performance indicators.• Market research, niche marketing, marketing communications, and positioning strategies• Development of new client opportunities, lead generation, customer needs assessment, client liaison and relationship management
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Owner, Senior Tax Manager And Business Management ConsultantAts 1986 - PresentSf Bay Area And South Bay Los AngelesIncome Tax Compliance | Income Tax Preparation | Accounting Information Systems (AIS) | Ful Service Bookkeeping | Payroll Services | Tax Planning | Business Planning Strategies | Distribution of Decedent's Estates | Tax Audits -
Realtor | Listing And Buyer AgentKeller Williams Palos Verdes Realty Dec 2015 - Oct 2017550 Deep Valley Road #359 Rollings Hills Estate Ca 90274 -
Sr. Finance Accountant And Business DevelopmentRight Arm Development Corporation Jul 2012 - Dec 2015Phoenix, Arizona AreaHighlights:• Collaborated company’s objectives, company’s business and industry, analyze data, and identify material issues• Established marketing policies to guide pricing, advertising, research, and competitive strategies• Provided recommendations from the simplest to most complex management issues within multiple departments: tax, accounting, finance, marketing and service/product development• Researched and written industry specific business plans: standard business plan, business plans for startups, one-page business plans, feasibility studies, internal plans, operations plans, strategic plans, and marketing requirements document (MRD)• Prepared monthly reporting statements by collecting data, analyzing and investigating variances; summarizing data, information, and trends• Prepared federal and state quarterly and annual statements• Supported financial decision-making information by collecting, analyzing, investigating, and reporting financial data• Managed compliance with state and federal tax filing requirements by studying regulations; adhering to requirements; advising management on required actions; calculating quarterly estimated tax payments; assembling data for quarterly and annual tax filings
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Managing MemberIrockfx Llc Jan 2015 - Aug 2015Concord, CaHighlights:• Coordinated with managing members in defining and establishing the company’s values, vision and standards for the product development• Strategized the entity planning• Oversaw and negotiated the terms of the Founders’ Agreement• Implemented the brand development strategy• Co-developed the Marketing Requirements Document (MRD)• Co-conceived the conceptual design and integration of the Internet of Things (IoT), or utilizing embedded technology and internet-enabled devices, into the product prototype• Cost analysis of product prototype
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Finance And Product Development AnalystDiablo Fx Llc Dec 2012 - Dec 2014Palo Alto, CaHighlight:• Cost analysis of existing product prototype• Researched, analyzed and identified niche market and market size• Restructured roles and duties of managing members• Networked B2B with other competitors and industry leaders via telecommunications and trade shows• Identified and established relationships with distributors and retailers
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RealtorKlassic Key Properties Jan 2006 - Jun 2012Rohnert Park, Ca And Sonoma County AreaResidential and Commercial Real Estate Sales
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RealtorColdwell Banker Residential Brokerage 1989 - Dec 2005Santa Rosa, Ca And Sonoma County AreaResidential Real Estate SalesHighlights:• Achieved top ten percent in real estate volume over multiple years• Coordinated and managed a sales and service focused sales team• Implemented and managed client appreciation program, and referral based marketing program – Buffini and Company’s systems
Elbert D. Yee Skills
Elbert D. Yee Education Details
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Business Management With Concentration In Finance -
Commercial Real Estate -
Master Of Business Administration
Frequently Asked Questions about Elbert D. Yee
What company does Elbert D. Yee work for?
Elbert D. Yee works for Pinput Real Estate Technology, Llc
What is Elbert D. Yee's role at the current company?
Elbert D. Yee's current role is Senior Tax Manager and Business Management.
What is Elbert D. Yee's email address?
Elbert D. Yee's email address is ed****@****msn.com
What is Elbert D. Yee's direct phone number?
Elbert D. Yee's direct phone number is +131089*****
What schools did Elbert D. Yee attend?
Elbert D. Yee attended Sonoma State University, Ucla Extension, Golden Gate University.
What are some of Elbert D. Yee's interests?
Elbert D. Yee has interest in Bassist, Aside From Work I Enjoy The Outdoors, Sound Engineering, Bass Fishing, Golf, Health, Children, Education, Science And Technology, Songwriting And Arrangement.
What skills is Elbert D. Yee known for?
Elbert D. Yee has skills like Real Estate, Strategic Planning, Contract Negotiation, Business Development, Sales, Management, Leadership, Budgets, Marketing, Entrepreneurship, Negotiation, Financial Analysis.
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