Yao (Ashley) Li Email & Phone Number
Who is Yao (Ashley) Li? Overview
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Yao (Ashley) Li is listed as AVP, Financial Solution Advisor at Merrill Edge, a 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.
Email format at Merrill Edge
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About Yao (Ashley) Li
Yao (Ashley) Li is a AVP, Financial Solution Advisor at Merrill Edge.
Yao (Ashley) Li's current company
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Yao (Ashley) Li work experience
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Assistant To Financial Advisor
Account Manager
▪ 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
Financial Assistant
▪ 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
Colleagues at Merrill Edge
Other employees you can reach at merrilledge.com. View company contacts for 2267 employees →
Ahsan Malik
Colleague at Merrill EdgePhiladelphia, Pennsylvania, United States
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CM
Christopher Medeiros
Colleague at Merrill EdgeCranston, Rhode Island, United States
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JB
John Burke
Colleague at Merrill EdgeCleveland, Ohio, United States
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TT
Tomo Tomovski, Crpc™
Colleague at Merrill EdgeSarasota, Florida, United States
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FR
Fernando Rodriguez
Colleague at Merrill EdgeNew York City Metropolitan Area, United States
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CE
Chrit Evanson
Colleague at Merrill EdgeGilbert, Arizona, United States
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DS
Daniel Stratton
Colleague at Merrill EdgeTempe, Arizona, United States
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PS
Pamela Sundstrom
Colleague at Merrill EdgeBucks County, Pennsylvania, United States
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JR
Judy R.
Colleague at Merrill EdgePhoenix, Arizona, United States
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EC
Edward Clohessey
Colleague at Merrill EdgeJacksonville, Florida, United States
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Yao (Ashley) Li education
Master'S Degree, Finance, General, 3.73
Bachelor'S Degree, Statistics, 3.8
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 Ahsan Malik, Christopher Medeiros, John Burke, Tomo Tomovski, Crpc™, and Fernando Rodriguez.
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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