Profile
Helen Yee is a Controller of PENSCO Trust Co. Prior to joining PENSCO Trust, she was General Ledger Supervisor for Dresdner RCM Global Investors LLC from 1999 to 2002.
Previously, she was an Accounting Manager of Ophthalmic Mutual Insurance Co. from 1994 to 1999 and Contract Financial Management Consultant for Arthur Andersen from 1991 to 1993.
Ms. Yee received a BS degree in Accounting from Golden Gate University.
She is a Certified Public Accountant.
Former positions of Helen Yee
| Companies | Position | End |
|---|---|---|
Ophthalmic Mutual Insurance Co.
 Ophthalmic Mutual Insurance Co. Life/Health InsuranceFinance Ophthalmic Mutual Insurance Co. provides medical insurance carrier services. The company offers group programs including workers compensation, regulatory policies, business owner's protection, managed care errors, and omission E&O plans. The company was founded on 27, August 1987 and is headquartered in San Francisco, CA. | Corporate Officer/Principal | 01/01/1999 |
Arthur Andersen LLP
 Arthur Andersen LLP Miscellaneous Commercial ServicesCommercial Services Arthur Andersen LLP used to provide accounting services. It was also into consulting services for clients that operate businesses throughout the United States and around the world. Arthur Andersen was founded in 1913 and was headquartered in Chicago, IL. | Corporate Officer/Principal | 01/01/1993 |
PENSCO Trust Co.
 PENSCO Trust Co. Investment Trusts/Mutual FundsMiscellaneous PENSCO Trust Co. provides custodial and administrative services. It manages retirement accounts for its clients. The firm offers its services to registered investment advisors, financial planners, investment sponsors, crowdfunding platforms, and professional service providers seeking an alternative asset custodian for their clients. The company was founded in 1989 and is headquartered in San Francisco, CA. | Comptroller/Controller/Auditor | - |
Training of Helen Yee
| Golden Gate University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
PENSCO Trust Co.
PENSCO Trust Co. Investment Trusts/Mutual FundsMiscellaneous PENSCO Trust Co. provides custodial and administrative services. It manages retirement accounts for its clients. The firm offers its services to registered investment advisors, financial planners, investment sponsors, crowdfunding platforms, and professional service providers seeking an alternative asset custodian for their clients. The company was founded in 1989 and is headquartered in San Francisco, CA. | Miscellaneous |
Ophthalmic Mutual Insurance Co.
Ophthalmic Mutual Insurance Co. Life/Health InsuranceFinance Ophthalmic Mutual Insurance Co. provides medical insurance carrier services. The company offers group programs including workers compensation, regulatory policies, business owner's protection, managed care errors, and omission E&O plans. The company was founded on 27, August 1987 and is headquartered in San Francisco, CA. | Finance |
Arthur Andersen LLP
Arthur Andersen LLP Miscellaneous Commercial ServicesCommercial Services Arthur Andersen LLP used to provide accounting services. It was also into consulting services for clients that operate businesses throughout the United States and around the world. Arthur Andersen was founded in 1913 and was headquartered in Chicago, IL. | Commercial Services |
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