AeroLeads people directory · profile
Susan Yuann Email & Phone Number
Director of Operations
at
Concentric Innovation
1 work email found
@msci.com
3 phones found area 212
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 86%
Current company
Role
Director of Operations
Location
San Francisco Bay Area, United States
Company size
Who is Susan Yuann? Overview
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Quick answer
Susan Yuann is listed as Director of Operations at Concentric Innovation, a with 19 employees, based in San Francisco Bay Area, United States. AeroLeads shows a work email signal at msci.com, phone signal with area code 212, and a matched LinkedIn profile for Susan Yuann.
Susan Yuann previously worked as Investment Operation Specialist at Blackrock and Executive Director at Msci Inc.. Susan Yuann holds Master Of Business Administration - Mba from University Of California, Davis - Graduate School Of Management.
Company email context
Email format at Concentric Innovation
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{first}.{last}@msci.com
86% confidence
AeroLeads found 1 current-domain work email signal for Susan Yuann. Compare company email patterns before reaching out.
Profile bio
About Susan Yuann
Executive director with global experience in financial service institutions, technical systems, and program management. Lead multiple-project execution across different business functions, ranging from back-office systems implementation to innovative operation design of risk management models. Intuitive, analytical leader known for personal credibility, integrity, and effective communication.
Current workplace
Susan Yuann's current company
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Concentric Innovation
7 roles
Susan Yuann work experience
A career timeline built from the work history available for this profile.
Investment Operation Specialist
Transform Back Office Operations through automation, workflow engineering, and real-time data process. Combining finance, technology, and analytical skills to scale the business.
Executive Director
Managed team of 20+ associates, managers, and product owners in 3 time zones to build and 'productionize' end-to-end complex risk management models. * Spearheaded technical program management discussions with senior product and IT executives (application, infrastructure, and DevOps) to prioritize technical, client-driven, and operation objectives, speeding up Azure migration by 15%.* Championed adoption of Agile data science development to scale operations and offer solutions for risk analytics clients within various platforms, saving 20% annually in FTE cost.* Increased client satisfaction scorecard by 18% with cross-functional training, knowledge base publication, and continuous content enhancement projects.* Standardized procedures and KPI across global team, reducing risk model operation cost by up to 80%, improving client satisfaction, and increasing new content by 300% within 2 years.* Drove 5-10% annual growth rate by releasing multiple financial risk management products to clients, including multi-asset class content and risk models (fixed income, ETFs, commodity, bank loans, currency, term structure, SPACS) and ESG SFDR attributes.* Formulated long-term vision with content vendors, including Bloomberg, Thompson Reuters, and MarkIT, to scale multi-asset class reference data by ~150%
Aug 2011 - Nov 2022
Business Solution Consultant
Built innovative, simplified and effective hedge fund reporting process as lead of back-office technology.* Constructed hedge fund reporting solutions with vendors, decreasing time spent to generating accounting and operation reports from hours to minutes for bankers of private equity team.* Developed and monitor various data flows and interfaces between various trade capture, portfolio administration systems, accounting systems, and 3rd-party information services.* Trained back office staff as subject matter expert in Advent Geneva (portfolio accounting and reporting system), Black Mountain Everest, and Wall Street Office, removing bottlenecks in back office operations.* Implemented governance and accounting controls for quarterly reporting, reducing errors to <1%.
Mar 2010 - Aug 2011
Business Analyst
Conifer Securities
* Developed innovative technical solutions with CEO and investment managers to optimize back-office operations. Implemented firm-wide upgrade of portfolio accounting system (Advent Geneva) by collaborating with multiple stakeholders, including compliance, operations, traders, and investment managers.
Aug 2006 - Mar 2010
Brokerage System Specialist
* Developed a daily reconciliation process for 25,000 Axys portfolios.* Trained IT staff on installation and maintaining Axys and BREU system.* Built macros and scripts to automate Dataport's daily process and reports.* Manage and completed the migration of all Axys accounts from Bear Stearns to Fidelity
Aug 2005 - Aug 2006
Technical Interface Manager
Built streamlined custodian interfaces, including Trustrite, ADP, Fidelity, and Lehman brokers, generating up to $1M in annual revenue.
Aug 2000 - Aug 2005
2 education records
Susan Yuann education
Master Of Business Administration - Mba
University Of California, Davis - Graduate School Of Management
Bachelor Of Arts - Ba, Economics
University Of California, Berkeley
FAQ
Frequently asked questions about Susan Yuann
Quick answers generated from the profile data available on this page.
What company does Susan Yuann work for?
Susan Yuann works for Concentric Innovation.
What is Susan Yuann's role at Concentric Innovation?
Susan Yuann is listed as Director of Operations at Concentric Innovation.
What is Susan Yuann's email address?
AeroLeads has found 1 work email signal at @msci.com for Susan Yuann at Concentric Innovation.
What is Susan Yuann's phone number?
AeroLeads has found 3 phone signal(s) with area code 212 for Susan Yuann at Concentric Innovation.
Where is Susan Yuann based?
Susan Yuann is based in San Francisco Bay Area, United States while working with Concentric Innovation.
What companies has Susan Yuann worked for?
Susan Yuann has worked for Concentric Innovation, Blackrock, Msci Inc., Tpg Capital, and Conifer Securities.
How can I contact Susan Yuann?
You can use AeroLeads to view verified contact signals for Susan Yuann at Concentric Innovation, including work email, phone, and LinkedIn data when available.
What schools did Susan Yuann attend?
Susan Yuann holds Master Of Business Administration - Mba from University Of California, Davis - Graduate School Of Management.
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