Elbert D. Yee Email & Phone Number

Gilbert, Arizona

San Francisco Bay Area And South Bay Los Angeles, Ca

EXPERIENCE 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

Sf Bay Area And South Bay Los Angeles

Income 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

550 Deep Valley Road #359 Rollings Hills Estate Ca 90274

Phoenix, Arizona Area

Highlights:• 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

Concord, Ca

Highlights:• 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

Palo Alto, Ca

Highlight:• 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

Rohnert Park, Ca And Sonoma County Area

Residential and Commercial Real Estate Sales

Santa Rosa, Ca And Sonoma County Area

Residential 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

Bachelor Of Art, Business Management With Concentration In Finance

Activities and Societies: American Marketing AssociationBusiness Management with an emphasis in Finance. American Marketing Association.

Commercial Real Estate

Courses, Master Of Business Administration

Activities and Societies: American Marketing AssociationAttended the MBA curriculum.