Yao (Ashley) Li
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Yao (Ashley) Li Email & Phone Number

AVP, Financial Solution Advisor at Merrill Edge
Location: Irvine, California, United States 4 work roles 2 schools
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✓ Verified May 2026 3 data sources Profile completeness 86%

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Current company
Merrill Edge
Role
AVP, Financial Solution Advisor
Location
Irvine, California, United States
Company size
2267 employees

Who is Yao (Ashley) Li? Overview

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Quick answer

Yao (Ashley) Li is listed as AVP, Financial Solution Advisor at Merrill Edge, a company with 2267 employees, based in Irvine, California, United States. AeroLeads shows a matched LinkedIn profile for Yao (Ashley) Li.

Yao (Ashley) Li previously worked as Assistant to Financial Advisor at Cathay Bank and Account Manager at Subrigo International Corporation. Yao (Ashley) Li holds Master'S Degree, Finance, General, 3.73 from Clark University.

Company email context

Email format at Merrill Edge

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Merrill Edge

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Profile bio

About Yao (Ashley) Li

Yao (Ashley) Li is a AVP, Financial Solution Advisor at Merrill Edge.

Current workplace

Yao (Ashley) Li's current company

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Merrill Edge
Merrill Edge
AVP, Financial Solution Advisor
Website
merrilledge.com
Employees
2267
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4 roles

Yao (Ashley) Li work experience

A career timeline built from the work history available for this profile.

Avp, Financial Solution Advisor

Current
Merrill Edge

Orange County, California, United States

May 2022 - Present

Assistant To Financial Advisor

Cathay Bank

Irvine, California

Apr 2019 - Apr 2022

Account Manager

Subrigo International Corporation

Los Angeles, California, United States

  • Manage and oversee the daily operations of the accounting department including but not limited to: month and end-yearprocess, accounts payable/receivable, revenue and expenditure variance analysis, cash forecasting
  • Monitor and analyze accounting data and produce financial reports or statements
  • Assist in the development of process improvements and automation related to the monthly close and financial reporting.
  • Establish and enforce proper accounting methods, policies and principles
  • Assign projects and direct staff to ensure compliance and accuracy
  • Establish and maintain fiscal files and records to document transactions
Nov 2012 - Apr 2019

Financial Assistant

Buro Happold

Culver City, CA

  • Perform day-to-day accounting tasks as AR and AP using Quickbooks, Excel pivot tables, Lookup and if formulas
  • Compile and analyze financial information to prepare financial statements including monthly and annual accounts analyst
  • Work with finance team in organizing vendor and customer
Aug 2012 - Oct 2012
Team & coworkers

Colleagues at Merrill Edge

Other employees you can reach at merrilledge.com. View company contacts for 2267 employees →

RO Ryan O'Neil Ryan O'Neil Colleague at Merrill Edge Greater Tampa Bay Area, United States View → JD Jordan Dolce Jordan Dolce Colleague at Merrill Edge Greater Phoenix Area, United States View → JR James Rescigno James Rescigno Colleague at Merrill Edge New York City Metropolitan Area, United States View → JB Joel B. Joel B. Colleague at Merrill Edge Towson, Maryland, United States, United States View → DF David Feger David Feger Colleague at Merrill Edge Jacksonville, Florida, United States, United States View → BO Bryan Ollier Bryan Ollier Colleague at Merrill Edge Metro Jacksonville, United States View → FM Frances Mcelroy Frances Mcelroy Colleague at Merrill Edge Scottsdale, Arizona, United States, United States View → JJ Joshua Jerger Joshua Jerger Colleague at Merrill Edge Queen Creek, Arizona, United States, United States View → IT Isabella Thomas Isabella Thomas Colleague at Merrill Edge Richmond, Virginia, United States, United States View → GG Gabriel Garcia Gabriel Garcia Colleague at Merrill Edge Chandler, Arizona, United States, United States View →
2 education records

Yao (Ashley) Li education

Master'S Degree, Finance, General, 3.73

Clark University

Activities and Societies: ▪ Academics: 3.73 GPA with an A+ in Financial Modeling, Corporate Finance, Derivatives Cases, Investment ▪.

FAQ

Frequently asked questions about Yao (Ashley) Li

Quick answers generated from the profile data available on this page.

What company does Yao (Ashley) Li work for?

Yao (Ashley) Li works for Merrill Edge.

What is Yao (Ashley) Li's role at Merrill Edge?

Yao (Ashley) Li is listed as AVP, Financial Solution Advisor at Merrill Edge.

Where is Yao (Ashley) Li based?

Yao (Ashley) Li is based in Irvine, California, United States while working with Merrill Edge.

What companies has Yao (Ashley) Li worked for?

Yao (Ashley) Li has worked for Merrill Edge, Cathay Bank, Subrigo International Corporation, and Buro Happold.

Who are Yao (Ashley) Li's colleagues at Merrill Edge?

Yao (Ashley) Li's colleagues at Merrill Edge include Ryan O'Neil, Jordan Dolce, James Rescigno, Joel B., and David Feger.

How can I contact Yao (Ashley) Li?

You can use AeroLeads to view verified contact signals for Yao (Ashley) Li at Merrill Edge, including work email, phone, and LinkedIn data when available.

What schools did Yao (Ashley) Li attend?

Yao (Ashley) Li holds Master'S Degree, Finance, General, 3.73 from Clark University.

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