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Carol Yee

3/16/2021

 
Picture
Carol Yee
​Client Service Associate
Los Angeles, CA
Email Carol yee
Or call 310.789.0000 
"I love being there for the clients – from listening to their stories to helping them with their requests and doing that extra thing to make them happy. Everyone is human, and everyone needs someone who will hear them out – whether it’s five minutes or more."
Carol Yee serves as a Client Service Associate in the Los Angeles office of Carnegie Investment Counsel. She is available to respond client account needs and requests as they arise.

Prior to joining Carnegie, Carol worked at institutional and RIA firms where she assisted clients in their account requests. Her education includes both a Bachelor of Science from University of Utah and Master of Arts from Emerson College.
​
Outside of work, Carol has volunteered with the International Myeloma Foundation’s (IMF) annual gala and has served as a photographer for The American Cinematheque. She enjoys traveling, learning how to surf, taking dance classes, and doing pilates and yoga.
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  • Home
  • Services
    • Investment Management
    • Financial Planning
    • Corporate Retirement Plan
    • Who We Serve >
      • Individuals and Families
      • Foundations and Non Profits
      • Religious Entities
  • About
    • Team
    • Why RIA?
    • News & Press
    • Resources
    • Disclosures
  • Blog
  • Contact
    • Locations
    • Request for Proposal
  • Client Login
  • Talk to An Advisor
    • Portfolio Analysis