CL

Christine Lee

Data Operations & Platform Integration Specialist

St. Louis, MO
Experience

ArchBridge Family Office

Finance & Platform Operations Associate

Jul 2022 — Present · 3 yr 11 mos · St. Louis

  • –Designed and implemented an AI assisted reporting automation workflow, converting PDF outputs to structured spreadsheets across 50+ monthly reports and cutting a two day manual process to under two hours.
  • –Own financial data operations and data infrastructure across 13,000+ accounts spanning automated and manually maintained portfolios, ensuring system integrity across custodial platforms and reporting infrastructure.
  • –Navigated three platform migrations maintaining full data continuity and zero disruption to client reporting.
  • –Execute $70M–$100M in monthly trading activity across multiple custodians with zero tolerance for processing errors.
  • –Bridge between client facing teams and technical operations, translating reporting needs into system configurations while driving CRM data quality, data governance, workflow automation, system integration, and operational efficiency across complex financial operations.
  • –Built and maintain Power Query automations to transform and route platform data for daily EOD value updates across portfolios.
LOCKED · 11 May 2026, 19:27

ArchBridge Family Office

Client Service Assistant

Jul 2019 — Jul 2022 · 3 yr · St. Louis, MO

  • –Trusted with the firm's largest client book at the assistant level within one year, managing portfolio reporting, transaction execution, and client coordination across Schwab and Fidelity.
  • –Managed full client onboarding including account setup, data collection, and custodian transfers across multiple platforms.
  • –Progressively absorbed senior level responsibilities including QuickBooks reconciliations and tax summary reporting, maintaining accuracy while expanding operational scope year over year.
LOCKED · 11 May 2026, 19:28

Baily International, Inc.

Client Operations Supervisor

Jun 2018 — Jul 2019 · 1 yr 1 mos · St. Louis, MO

  • –Built and led a client operations team, establishing service workflows and performance standards that improved enterprise account satisfaction and supported continued revenue growth.
  • –Designed and owned operational KPIs to track performance, identify gaps, and drive measurable process improvement.
LOCKED · 11 May 2026, 19:29

Baily International, Inc.

Accounting & Operations Analyst

Jun 2015 — Jun 2018 · 3 yr · St. Louis, MO

  • –Assumed ownership of month end close and financial reporting from the CFO, coordinating cross functionally across departments to ensure accuracy and operational alignment.
  • –Built Excel based cost tracking models to perform data analysis on product margin impacts and support executive decisions.
LOCKED · 11 May 2026, 19:29

Baily International, Inc.

Operations & Strategy Coordinator

Nov 2011 — Jun 2015 · 3 yr 7 mos · St. Louis, MO

  • –Managed full trade show execution including vendor contracts, booth logistics, and budget oversight.
  • –Built and maintained a self designed Excel pipeline tracker to manage lead follow up and opportunity tracking for sales leadership.
LOCKED · 11 May 2026, 19:30
Skills
Addepar, Salesforce, WealthHub, QuickBooks, Schwab, Fidelity, Excel (Advanced), Power BI, SQL (Basic), Power Query, Trade Reconciliation, Data Quality Control, Process Automation, English (Native), Mandarin (Native), French (Conversational)
Education

Saint Louis University

Bachelor of Science · International Business

2009

LOCKED · 11 May 2026, 19:24
Certifications

No certifications added yet.

Featured projects

Technical Spring

Aug 2025

Completed a self directed six week technical sprint in 2025, earning certifications in SQL (DataCamp), Power BI (DataCamp), Tableau & Data Visualization (UC Davis), Quantitative Modeling (Wharton Online), and Python (University of Michigan) outside of work hours.

LOCKED · 11 May 2026, 19:31
Patents & publications

No patents or publications added yet.

UniTalent Verified

This candidate's record is append-only and has not been edited since submission.

Record ID: UT-2026-456333