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Yolanda Taylor is listed as Staff Accountant at SYM Financial Advisors, a with 62 employees, based in United States. AeroLeads shows a work email signal at sym.com and a matched LinkedIn profile for Yolanda Taylor.
Yolanda Taylor previously worked as Accounts Payable Specialist at Genius Plaza and Forex Trader at Euro Exchange Group. Yolanda Taylor holds University Of South Florida, Banking, Corporate, Finance, And Securities Law from University Of South Florida.
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AeroLeads found 1 current-domain work email signal for Yolanda Taylor. Compare company email patterns before reaching out.
Yolanda Taylor is a Staff Accountant at SYM Financial Advisors. She is proficient in English, Portuguese and Spanish.
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A career timeline built from the work history available for this profile.
Estados Unidos
• Performe daily bank reconciliations, journal entries • Prepare and ensures the accuracy of all ledgers and accounts.• Process all accounts payable, coding invoices for payments • Process all accounts receivable, collect incoming payments • Process client billing for approximately 1500 clients including 401k plans
Miami-Fort Lauderdale Area
• Processed all accounts payable invoices.• Assisted in reconciliation of accounts payable, credit card reports and monthly closings. • Conducted end of month bank reconciliation and prepare analysis of accounts as required. • Checked for payment discrepancies and any other issues of a technical nature.• Assisted senior finance staff in financial statements and budget preparation.
Miami-Fort Lauderdale Area
• Analyzed and supported trading activities for an account. Determined risk of purchase and/or sale of trades based on current market conditions. • Performed all day-to-day financial transactions, including resolving account issues, putting in special account instructions, making wire transfers, and closing accounts. • Took over bank teller duties, maintaining top quality in front-line coverage. • Performed as a team member in allocating and coordinating the work flow.
Other employees you can reach at sym.com. View company contacts for 62 employees →
Bradley Duling, Cfp (R)
Colleague at Sym Financial AdvisorsMidland, Michigan, United States
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Jennifer Beagles
Colleague at Sym Financial AdvisorsSouth Bend-Mishawaka Region, United States
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Logan Vinson
Colleague at Sym Financial AdvisorsGreater Fort Wayne, United States
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BD
Betsy Didier
Colleague at Sym Financial AdvisorsFort Wayne, Indiana, United States
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Julie Shepherd, Fpqp™
Colleague at Sym Financial AdvisorsWarsaw, Indiana, United States
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Marissa Nowak
Colleague at Sym Financial AdvisorsMidland, Michigan, United States
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KW
Kristin Whitacre, Cfp®
Colleague at Sym Financial AdvisorsNappanee, Indiana, United States
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SY
Steve Yeager
Colleague at Sym Financial AdvisorsWinona Lake, Indiana, United States
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MH
Michelle Hipskind Cfp®
Colleague at Sym Financial AdvisorsFort Wayne, Indiana, United States
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JY
Jerry Yeager
Colleague at Sym Financial AdvisorsWinona Lake, Indiana, United States
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Quick answers generated from the profile data available on this page.
Yolanda Taylor works for SYM Financial Advisors.
Yolanda Taylor is listed as Staff Accountant at SYM Financial Advisors.
AeroLeads has found 1 work email signal at @sym.com for Yolanda Taylor at SYM Financial Advisors.
Yolanda Taylor is based in United States while working with SYM Financial Advisors.
Yolanda Taylor has worked for Sym Financial Advisors, Genius Plaza, and Euro Exchange Group.
Yolanda Taylor's colleagues at SYM Financial Advisors include Bradley Duling, Cfp (R), Jennifer Beagles, Logan Vinson, Betsy Didier, and Julie Shepherd, Fpqp™.
You can use AeroLeads to view verified contact signals for Yolanda Taylor at SYM Financial Advisors, including work email, phone, and LinkedIn data when available.
Yolanda Taylor holds University Of South Florida, Banking, Corporate, Finance, And Securities Law from University Of South Florida.
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