Yolanda Soto Email and Phone Number
Yolanda Soto work email
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Yolanda Soto personal email
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About Me💼 Executive Financial Strategist | Tax Resolution Expert | Financial Literacy Innovator | Author & SpeakerAs a results-driven financial professional with over two decades of experience, I bring a proven track record in delivering strategic solutions that empower individuals, businesses, and communities to achieve economic stability and growth. My expertise lies in tax resolution, financial planning, life insurance strategies, and a passion for creating innovative financial literacy programs that inspire transformation.✨ Strategic Financial LeadershipI developed "$500 Hour Mastery: The C.R.E.A.M. Guide to Wealth (Credit Rules Everything Around Me)," a nationally recognized financial literacy program that equips high school and college students with practical tools to navigate the economic landscape confidently. This initiative reflects my commitment to addressing financial education gaps with actionable insights and scalable solutions.📚 Thought Leadership Through StorytellingAs the author of the Chaos in the Pews series and creator of two educational children’s series, I leverage storytelling to inspire and educate diverse audiences. These projects underscore my ability to communicate complex concepts through accessible and engaging narratives, fostering understanding across all levels.👕 Social Impact EntrepreneurshipAs Founder and Creative Director of Reigning Tee Co., I combine innovative entrepreneurship with social responsibility. This venture aligns financial education with community support, blending style with purpose to fund programs that create measurable impact.🔹 Key Competencies:Executive-Level Leadership & FacilitationFinancial Strategy Development & Risk MitigationTax Resolution & Life Insurance ExpertiseChange Management & Organizational EfficiencyCross-Functional Collaboration & Stakeholder EngagementBrand Building & Content Strategy🔹 Visionary Impact:I excel in identifying opportunities to optimize financial health, elevate organizational performance, and drive meaningful community engagement. My collaborative leadership style fosters alignment across diverse teams, ensuring sustainable outcomes for all stakeholders.🔹 Let’s Connect:I welcome opportunities to collaborate with executives and organizations seeking innovative financial strategy, education, and community impact solutions. Together, we can drive transformational results.📧 Contact:Email: info@yolandasoto.com
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Financial SecretaryPostlethwait Middle SchoolDover, De, Us
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Financial SecretaryPostlethwait Middle School Jan 2022 - PresentKey Responsibilities:Communications Management:Serve as the primary point of contact for school communications, efficiently handling telephone inquiries and emails from parents and guardians. Ensure professionalism, prompt responses, and clear communication.Administrative Support:Provide high-level administrative support by processing absences, vacations, and time-off requests. Maintain accurate payroll data and manage employee records using platforms like Data Service Center and Frontline, ensuring efficient operations.Financial Oversight:Maintain precise financial records and prepare detailed expense reports. Manage leave accounting for employees and uphold the highest standards of accuracy and integrity in all financial transactions.Compliance and Reporting:Ensure compliance with district policies and state regulations regarding financial practices. Prepare regular reports for school management to aid in financial planning, budget monitoring, and decision-making.Stakeholder Engagement:Collaborate with administrative staff and departments to support the school’s objectives. Participate in cross-department meetings and provide financial insights to inform strategic planning.Key Skills and Tools:Financial ManagementPayroll and Absence TrackingData Service CenterFrontline SystemsCompliance and ReportingStakeholder CollaborationEffective Communication -
Executive DirectorWgm Outreach Ministries, Inc. Jan 2006 - PresentBridgeville, DeAs the Executive Director of WGM Outreach Ministries, I oversee the organization's strategic planning, community relations, and financial operations. I lead efforts to build and maintain relationships with community organizations and consumer/public interest groups to expand our impact.Key Achievements:Increased community participation by 30% through targeted outreach programs and vocational training initiatives.Spearheaded the Annual Back 2 School Festival, collaborating with local and national sponsors, providing school supplies and activities for over 700 students annually over the past 8 years.Secured multiple grants to fund key programs, ensuring the sustainability of services for underserved communities.Developed and executed press releases and marketing materials that aligned with our mission, resulting in a 20% increase in program participation.Led public awareness campaigns through lectures, competitions, and public engagements to elevate our outreach presence.Core Competencies:Community Engagement & Relationship BuildingStrategic Planning & Program DevelopmentGrant Writing & FundraisingMarketing & Public RelationsEvent Management & Public EngagementFinancial Management & Budget Oversight
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Agent TrainerPrimerica Mar 2008 - PresentMilford, DeAs a Financial Services Representative at Primerica, I am dedicated to providing insurance, investment, and financial services to middle-income families in the United States and Canada. My role involves driving client acquisition, reviewing clients' financial and insurance needs, and matching them with the best Primerica products and services that align with their goals.Key Responsibilities:Conduct financial planning consultations with clients, focusing on retirement strategies, investments, insurance needs, and long-term financial security.Design and deliver training and development programs, including team training, group discussions, and role-playing activities to enhance team performance and client service.Assist clients with program registration, ensuring they understand their options and select appropriate products in accordance with company guidelines and regulatory compliance.Foster client relationships through effective communication, ensuring satisfaction, and guiding clients toward financial decisions that align with their needs.Key Skills:Regulatory Compliance & Industry Best PracticesBusiness Development & Client AcquisitionFinancial Planning & Retirement StrategiesTraining & Development | Team BuildingMotivational Speaking & Peer MentoringCustomer Relationship Management (CRM)Conflict Resolution & DiplomacyProgram Development & Event PlanningAccomplishments:Successfully facilitated client workshops, improving financial literacy and product knowledge, leading to a significant increase in program enrollments.Enhanced team performance through strategic training programs and coaching, contributing to overall business growth and client satisfaction.Let’s Connect: I am always open to networking with like-minded professionals in financial services and those interested in improving their financial health. -
Student Accounts CoordinatorDelaware State University Sep 2021 - Jan 2023Dover, Delaware, United StatesAs a Financial Account Manager at a prestigious research university, I managed and oversaw financial accounts for nearly 6,000 students, providing periodic financial status reports to senior leadership and ensuring accurate, up-to-date records. My responsibilities included resolving student and parent inquiries, ensuring accounts were in good standing, and improving overall account management processes.Key Responsibilities:Managed financial accounts for students, ensuring compliance with university financial policies and maintaining accurate records.Collected overdue tuition payments totaling $61,995.86 from 14 accounts within 10 days, reducing aged debt by 28% in just two weeks.Provided status reports to senior leadership, offering insights into account statuses and financial trends to assist in decision-making.Handled account-related issues, resolving conflicts through active listening, clear communication, and conflict resolution skills.Engaged with students and parents to ensure timely payments and answer questions regarding financial obligations, improving customer satisfaction.Key Skills:Financial Account ManagementDebt Collection & Aged Debt ReductionFinancial Reporting & Status ReportingConflict Resolution & Active ListeningClient Communication & Relationship ManagementTeam Collaboration & LeadershipAccomplishments:Successfully collected significant overdue payments, decreasing aged debt by 28% within a two-week period.Demonstrated excellence in conflict resolution and client communication, ensuring smooth interactions with students and parents. -
Business OwnerSay It Loud Publishing Feb 2012 - Jan 2022Dover, Delaware AreaFounder & CEO | Say It Loud Publishing | Empowering Authors & Entrepreneurs through Personalized Development & Growth ToolsAt Say It Loud Publishing (S.I.L.), we provide a platform for authors who wish to share real-life, transformative stories. We specialize in self-help and empowerment literature, creating a space where authors are not only heard but welcomed to share their messages. Our goal is to deliver stories that inspire, entertain, and drive change.As a leader in the publishing and entrepreneurial space, I also help small businesses and entrepreneurs tackle common challenges, such as the absence of growth tools and lack of business expertise. By implementing a comprehensive quality-control system, we offer personalized development services that empower clients to clearly define their goals, strategies, and plans.At S.I.L., we view our clients as collaborative partners, providing continuous support to guide them through challenges and into success. Our corporate mission is to ensure that every client has the resources and mentorship to achieve their vision.Key Skills & Expertise:Self-Help & Empowerment LiteraturePersonalized Business DevelopmentEntrepreneurship & Small Business SupportAuthor Coaching & Publishing ServicesQuality Control SystemsStrategic Planning & Goal DevelopmentClient Collaboration & Mentorship
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Teller IFulton Bank Nov 2017 - Aug 2020Millsboro, Delaware, United StatesAs a Bank Teller, I was responsible for performing a range of banking functions with a focus on accuracy, compliance, and customer service. My duties included logging cashier's checks, traveler's checks, and other special services to record transactions, while ensuring that all banking operations complied with local, state, and federal banking laws and codes.Key Responsibilities:Transaction Recording & Reconciliation: Logged cashier’s checks, traveler’s checks, and processed various banking services. Compiled and submitted currency transaction reports.Cash Handling & Verification: Verified cash transactions, counted, packaged currency and coins, and reconciled loan coupons to ensure accurate cash drawer balances.Cash Management: Submitted excess cash and mutilated currency to the head teller while ensuring proper cash availability for customer transactions.Loan Documentation Support: Gathered clients' financial records and proof of earnings for loan documentation preparation.Data Entry & Privacy Controls: Entered financial data into banking platforms while ensuring compliance with data privacy regulations to protect sensitive client information.Key Skills:Transaction Recording & ReportingCash Handling & ReconciliationFinancial Documentation & Loan SupportBanking Compliance & RegulationsData Entry & Financial SystemsCustomer Service & Client Interaction
Yolanda Soto Skills
Yolanda Soto Education Details
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State Of DelawareLife Insurance -
State Of DelawareNotary Public
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Delaware Technical And Community College-OwensGrant Writing
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Quick Books -
Management & Administrative
Frequently Asked Questions about Yolanda Soto
What company does Yolanda Soto work for?
Yolanda Soto works for Postlethwait Middle School
What is Yolanda Soto's role at the current company?
Yolanda Soto's current role is Financial Secretary.
What is Yolanda Soto's email address?
Yolanda Soto's email address is cu****@****cds.com
What schools did Yolanda Soto attend?
Yolanda Soto attended State Of Delaware, State Of Delaware, Delaware Technical And Community College-Owens, Wilmington College, Delaware State University.
What are some of Yolanda Soto's interests?
Yolanda Soto has interest in Children, Economic Empowerment, Civil Rights And Social Action, Environment, Education, Poverty Alleviation, Science And Technology, I Like To Network And Meet New People, Health.
What skills is Yolanda Soto known for?
Yolanda Soto has skills like Leadership, Entrepreneurship, Public Speaking, Marketing, Management, Customer Service, Small Business, Nonprofits, Community Outreach, Sales, Coaching, Leadership Development.
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Yolanda Soto
New York City Metropolitan Area3newtonc.net, tcco.com, turnerconstruction.com -
2yahoo.com, yahoo.com6 +183289XXXXX
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1dorfman-pacific.com -
Yolanda Soto
Experienced Hr Benefits & Payroll Manager/Specialist 🔹 Trusted Advisor 🔹 Leveraging Benefits And Payroll Administration Expertise To Ensure An Excellent Personnel Experience At Medium And Large Organizations.East Haven, Ct
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