Byron Yee Email & Phone Number

Freelance Grant Writer for-hire. Specializing in research, writing, submission, and management of various size grants.Key clients include:- Captivating International- Modgarden- DMS International

• Equity analyst and writer for investment publications
• Published articles and blog posts on personal finance topics such as banking, credit, and lending
• Composed tutorials on high-level investment topics used by professional investment advisors
• Key clients include: The Motley Fool, Study.com

• Co-Founder of startup company which teaches mindfulness-based mediation and movement classes, specifically designed to help people with stress, anxiety, chronic pain, and severe disease
• Managing all business-related activities including finance, contract negotiation, and website development
• Creative Development: Designing and facilitating instruction for both in-person and digital class formats

• COVID-19 Clinical Trials: Managed a $750 million NIH grant portfolio funding several Phase III COVID-19 vaccine clinical trials during the peak of the global pandemico Relationship Management: Coordinating regular.
• HVTN: Management of an annual $45 million NIH granto Financial Operations: Managed 300 POs, 100 contracts, 1,000 invoices on an annual basiso Grants Management: Simultaneously monitor and report on 3 different grant.
• Merger: Participated in a company merger in mid-2022; effectively required the organization to go through the fiscal year process 2x in one year

• Financial Reporting: - Regular reporting on burn rate, budget allocations, aging payables, and quarterly performance- Designed financial dashboards in Tableau and Power BI
• Contract & Invoice Management: Coordinating communication between program managers, vendors, and the accounting department regarding contracts and payments
• Budget Negotiation: Calculation, analysis, and negotiation of protocol budgets; frequent discussion among key stakeholders including, vendors, research sites, scientific leads, and executive leadership

Seattle, Washington, United States

• Collaborating with grants office to issue 2,000+ subaward agreements and amendments to 150+ research sites
• Review and approve contracts, budgets, invoices, and reports for research sites, vendors, and consultants
• Prepare and maintain high-level financial reports for leadership decisions
• Financial data collection and analysis for various ad hoc projects
• Created automation tools which significantly reduced time to prepare subaward forms and budgets
• Achievements: Established Excel tools to better track and manage 2,000+ contracts, budgets, and invoices

Mercer Island, WA

• Banker-In-Charge: Supervised daily operations and ensuring adherence to compliance and security procedures
• Small Business Loan Applications: Supported business clients in reviewing applications and documents for line-of-credit and term loans for small businesses.
• Consumer Loan Applications: Submission, front-end processing, and document collection for consumer applications including personal loans, short-term credit products, and home loans.
• Personal finance and investment writer: Internal publications and customer communication on the topics of personal finance, investing, and life insurance. Also wrote several training programs on finance and compliance.
• Relationship and Portfolio Management: Facilitated in-depth discussions with consumers and business about their financial goals and determined suitable short and long term investment strategies with a team of advisors
• Training: Actively mentored junior associates to better develop quality customer care; also led training on sales production and tracking

Crossroads Bellevue, WA

• Loan Applications: Assisted clients in submitting and processing applications for various lending solutions including home loans and short-term credit for personal clients, and credit lines and term loans for small.
• Personal finance and investment writer: Internal publications and customer communication on the topics of personal finance, investing, and life insurance. Also wrote several training programs on finance and compliance.
• Relationship Management: Developed and deepened relationships with key consumer and business clients by providing appropriate and effective financial solutions, advising, and access to specialists
• Identified opportunities to present suitable financial solutions to clients through personal connections, discussions, and data analysis
• Coached and mentored of fellow team members including other Personal/Relationship Bankers and Tellers
• Achievements: Established strong relationships with several key customers, especially among the Chinese and African community, which helped improve the financial center’s reputation and performance

Guangzhou, Guangdong, China

• Lead writer and editor on several international reports with a focus on branding, ads, and digital content
• Marketing research consultant: Conducted complex marketing studies, statistical analysis, and created comprehensive reports for various clients (industries include FMCG, beverages, and cosmetic and health care)
• Project Manager for several studies; responsibilities included preparing financial quotations, coordinating fieldwork with local research agencies, and communicating with data processing and programming teams
• Achievements: Successfully managed a long-term brand tracking project; a quantitative study conducted quarterly in 20 different cities throughout China
• Achievements: Further refined presentation and public speaking skills as the Lead Presenter (both and English and Chinese) for several international clients
• Achievements: Gained deep understanding of market research, especially in the areas of strategic advertising, branding, and corporate reputation

Guangzhou, Guangdong, China

• Lead writer and editor of financial valuations and analysis on ultra-high net worth (UHNW) individuals and their associated private and public companies
• Achievements: Engaged in training, mentoring, and supervision of a small research team; training included financial valuation methods, business English writing, and research methodologies

Senegal

• Grant writer: Successfully raised funds for several health and sanitation projects; grants written with USAID and other international NGOs.
• Served as a business consultant for local private businesses and micro-lending cooperatives
• Trained men and women of all ages in various business, agricultural, and health techniques
• Engaged in comprehensive cultural exchange
• Networking resource among volunteers, Peace Corps Headquarters, various NGOs, and host country nationals
• Achievements: Conducted several training workshops for financial analysis, accounting, and marketing

Issaquah, WA

• Grant Writing: Assisted in the preparation of content, data, and materials used for grant applications
• Accounting: Preparation and revision of expenditure ledgers and budgets packages for clients
• Assisted various departments with clerical and organizational tasks

• Writing: Creating and editing online testimonials, managing FAQs, and writing promotional copy and tour guide scripts marketed to prospective students
• Served as an academic and student-life advisor for new and prospective college students
• Coordinated and oversaw WWU Office of Admissions weekly visit program for visitors
• Achievements: Designed and developed multiple statistics and personnel databases for Office of Admissions
• Achievements: Public Ambassador for the school; participated in several promotional films and documentaries

Issaquah, WA

• Actively involved in special promotions and key product campaigns
• Training and supervision of a team of 5-6 employees in a fast-paced customer service setting
• Daily inventory and financial management in the opening and closing of the store
• Managed and organized daily budgets, purchase orders, and cash inventory

Bachelor Of Arts (B.A.), Business Administration And Management, General

Activities and Societies: Student Theatre Productions, Plays 4 Us, Peace Corps

Bachelor Of Arts (Ba), Theatre/Theatre Arts Management

Education record