Sheri Yee

Client Engagement Manager
415-394-7200

Education

  • University of California, Berkeley, B.A.

Overview

Sherri is a shrewd, perceptive, and graceful communicator who knows how to make “client success” more than just a buzzword. As Client Engagement Manager at Moskowitz LLP, Sherri forms the first point of contact for new clients as they begin their relationships with our firm. Her role begins with listening to clients’ needs, assessing which of Moskowitz’s suite of services address those needs, and directing them to the right people for the right results. Once an initial fit is found, Sherri becomes our clients’ best friend within the firm, working productively with our attorneys and tax personnel to deliver service outcomes that exceed expectations.

Sherri is able to enhance client experience so effectively due to her skill in fueling constructive dialogue, a skill she practiced prior to starting at Moskowitz while producing thoughtful, inclusive programming for local San Francisco Bay Area radio stations KGO, KSFO, and KNBR. A longtime media partner to Moskowitz, Sherri joins the internal team excited to be a part of what she has long believed to be a valuable resource, for a radio audience that includes many present and past Moskowitz clients.

When not at Moskowitz, Sherri puts her expertise to work to benefit her community through the Writer Coach Connection program, helping underserved middle and high school students across West Contra Costa County manage challenges in speaking and writing. She also loves to snow ski, hike, and travel, returning most recently from a trip to Florence and Rome with her two kids. (Their dog and bunny stayed at home).