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Sandra Merrill Email & Phone Number

Co-founder of Swell Advisors | Bookkeeping Professional | Business & Sustainability Advocate at Swell Advisors
Location: Telluride, Colorado, United States 4 work roles 1 school
1 phone found area 212 LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 100%

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Current company
Role
Co-founder of Swell Advisors | Bookkeeping Professional | Business & Sustainability Advocate
Location
Telluride, Colorado, United States

Who is Sandra Merrill? Overview

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Quick answer

Sandra Merrill is listed as Co-founder of Swell Advisors | Bookkeeping Professional | Business & Sustainability Advocate at Swell Advisors, based in Telluride, Colorado, United States. AeroLeads shows phone signal with area code 212 and a matched LinkedIn profile for Sandra Merrill.

Sandra Merrill previously worked as Co-founder of Swell Advisors, Bookkeeping Professional, Business + Sustainability Advocate at Swell Advisors and Director at Lulu Frost Jewelry. Sandra Merrill studied at Boston University.

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Swell Advisors

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Profile bio

About Sandra Merrill

Bookkeeping professional with a passion for social impact organizations, B Corps, nonprofits, and brands that champion the environment. Quickbooks Pro Advisor with a decade of experience in operations and management. Empowering people to use business for good.

Listed skills include Fashion, Apparel, Merchandising, Retail, and 11 others.

Current workplace

Sandra Merrill's current company

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Swell Advisors
Swell Advisors
Co-founder of Swell Advisors | Bookkeeping Professional | Business & Sustainability Advocate
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4 roles · 20 years

Sandra Merrill work experience

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Co-Founder Of Swell Advisors, Bookkeeping Professional, Business + Sustainability Advocate

Current

We specialize in bookkeeping & financial services for social entrepreneurs, B Corps, nonprofits, and brands who are out to use the power of business for good. Our virtual services pave the way for smart business decisions with precise financial statements and reports. We simplify our clients’ workloads and enable them to focus where they truly shine. Whether you’re just starting out or have been operating for many years, we’ll help you grow your business sustainably.Our services include:- Weekly Bookkeeping/Transaction Categorization- Receipt Management- Bank Reconciliation- Financial Statement Preparation and Interpretation- Historical Clean-Up- Accounts Payable/Bill Pay- Accounts Receivable/Invoicing- Quickbooks Setup - Budgeting & Financial Planning- Benchmarking- Consulting/Software Education

Jun 2019 - Present

Director

Lulu Frost is a renowned costume and fine jewelry brand, known for its statement blend of vintage and modern influences. The company has collaborated with notable brands such as J.Crew, West Elm, and Bobbi Brown and is distributed internationally by key partners including Neiman Marcus and Barneys Japan. My role here included:- Partnered with company founder to manage operations of costume and fine jewelry company with a focus on repurposed materials.- Led employees across departments including sales, production, product development, marketing, logistics, and finance.- Created and communicated financial plans internally and with external accounting team, including financial forecasts and budgets, business analysis and cash flow management, P&L and balance sheet.- Negotiated contracts with vendors and customers.- Managed HR

2010 - 2017 ~7 yrs

Account Executive & Bookkeeper

- Developed and maintained close relationships with international & domestic department stores and boutiques, conducting product trainings and attending international trunk shows and sales events.- Acted as liaison between accounts and internal production/design teams to communicate specific needs of major customers.- Oversaw company financial records and data entry, responsible for monthly bank reconciliation, accounts receivable, accounts payable, quarterly and annual reporting to accounting team and company founder.

2008 - 2010 ~2 yrs

Account Assistant

- Acted as clients’ bookkeeper and back-office assistant and contributed to upkeep of customers’ financial records, including accounts payables and receivables.- Represented ASAP at customers’ board meetings and assisted with yearly budget and HOA bylaw review processes.

2007 - 2008 ~1 yr
1 education record

Sandra Merrill education

FAQ

Frequently asked questions about Sandra Merrill

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What company does Sandra Merrill work for?

Sandra Merrill works for Swell Advisors.

What is Sandra Merrill's role at Swell Advisors?

Sandra Merrill is listed as Co-founder of Swell Advisors | Bookkeeping Professional | Business & Sustainability Advocate at Swell Advisors.

What is Sandra Merrill's phone number?

AeroLeads has found 1 phone signal(s) with area code 212 for Sandra Merrill at Swell Advisors.

Where is Sandra Merrill based?

Sandra Merrill is based in Telluride, Colorado, United States while working with Swell Advisors.

What companies has Sandra Merrill worked for?

Sandra Merrill has worked for Swell Advisors, Lulu Frost Jewelry, and Asap Accounting & Payroll, Inc..

How can I contact Sandra Merrill?

You can use AeroLeads to view verified contact signals for Sandra Merrill at Swell Advisors, including work email, phone, and LinkedIn data when available.

What schools did Sandra Merrill attend?

Sandra Merrill studied at Boston University.

What skills is Sandra Merrill known for?

Sandra Merrill is listed with skills including Fashion, Apparel, Merchandising, Retail, Social Media Marketing, Brand Management, Trend Analysis, and Creative Direction.

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