Yule Schrock
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Yule Schrock Email & Phone Number

Associate Advisor at Aldrich Wealth
Location: Beaverton, Oregon, United States 9 work roles 2 schools
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Current company
Role
Associate Advisor
Location
Beaverton, Oregon, United States
Company size

Who is Yule Schrock? Overview

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Quick answer

Yule Schrock is listed as Associate Advisor at Aldrich Wealth, a company with 48 employees, based in Beaverton, Oregon, United States. AeroLeads shows a matched LinkedIn profile for Yule Schrock.

Yule Schrock previously worked as Associate at Aldrich Wealth and Staff Accountant at Tec Equipment. Yule Schrock holds Bachelor Of Science - Bs, Finance, General from Oregon State University.

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Email format at Aldrich Wealth

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Aldrich Wealth

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Profile bio

About Yule Schrock

As an Oregon State University alumnus with a degree in Finance from the College of Business, I am currently making strides as an Associate Advisor at Aldrich CPAs + Advisors. My career is driven by a deep-seated passion for helping individuals and businesses navigate their financial landscapes and find tailored solutions.My journey through OSU, coupled with my previous roles in high school sports, entrepreneurial ventures, and as the treasurer of my fraternity, has honed my skills in leadership, management, budgeting, and communication. I have applied these skills across various projects, including budget creation, regression analyses, and stock proposals.In addition to my academic background, my hands-on experience as an accounting intern provided me with practical insights into data analysis, financial reporting, and assurance work. This experience solidified my analytical abilities and deepened my understanding of financial processes.Now, as I work with Aldrich CPAs + Advisors, I am dedicated to leveraging my expertise to assist clients in making informed financial decisions and achieving their goals. I am eager to continue growing in this field and to contribute positively to those I work with.

Current workplace

Yule Schrock's current company

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Aldrich Wealth
Aldrich Wealth
Associate Advisor
Beaverton, OR, US
Employees
48
AeroLeads page
9 roles

Yule Schrock work experience

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

Associate

Current

Lake Oswego, Oregon, United States

Aug 2024 - Present

Staff Accountant

Portland, Oregon Metropolitan Area

  • Strategic Data Analysis for Savings: Compiled and analyzed revenue data with Excel and Tableau. Implemented a new tax allocation strategy, resulting in over one million dollars in implied tax savings for 2023.
  • Sales Management: Processed and meticulously documented hundreds of truck sales through the CDK program, ensuring precise recording of revenue, expenses, and taxes to guarantee accurate financial reporting.
  • Financial Reporting: Executed the documentation of numerous journal entries, including wire transfers, reclassifications, and warranties. Ensured attention to detail for accurate bookkeeping and financial reporting.
  • Balance Assurance: Performed monthly investigations on atypical end-of-month balances for accounts, ensuring precision and promptly identifying and rectifying any errors.
Jun 2023 - Sep 2023

Treasurer

Corvallis, Oregon, United States

  • Directed communication with 150+ members on membership dues, due dates, and implemented delinquency measures, resulting in a successful collection of $500,000+ in funding.
  • Developed per-term budgets to anticipate and manage chapter expenses, contributing to sustained financial stability.
  • Evaluated proposed projects, balancing benefits and costs, and negotiated compromises for the overall benefit of the chapter.
Oct 2021 - Oct 2022

Server

Big Red'S Bar & Grill

Beaverton, Oregon, United States

  • Customer Service: Ensured optimal guest experience through high level customer service and resolving any requests or concerns.
  • Floor Management: Oversaw and coordinated service for up to six tables simultaneously, efficiently guiding each through the complete restaurant experience.
  • Team Collaboration: Aided team members by undertaking additional responsibilities beyond my standard duties, including food preparation, serving in the bar area, and loading the dishwasher.
Jul 2022 - Sep 2022

Footwear Resale Entrepreneur

Personal Entrepreneur Venture
  • Founded and operated a successful venture focused on the resale of footwear, specializing in sought-after sneaker releases. Generating a profit of $40,000 over the course of this venture.
  • Analyzed and capitalized on investment opportunities within the footwear resale market, demonstrating financial acumen and market trend insights
Sep 2017 - Jun 2022

Event Coordinator

Beaverton, Oregon, United States

  • Event Coordination: Managed 2-4 daily events to ensure a seamless experience for parents and children.
  • Child Safety Supervision: Supervised groups of 10-30 children, prioritizing safety protocols to prevent incidents
Dec 2019 - Mar 2020

General Contractor

Wolf Wallpapering

Portland, Oregon, United States

  • Showcased reliability when called upon for various occasional jobs throughout my high school years.
  • Removed wallpaper in dozens of homes in an efficient and neat manner to meet deadlines.
  • Communicated with customers and implemented their requests.
  • Delegated and accomplished tasks with a small team to meet deadlines.
Sep 2017 - Feb 2020

Cook

Ramen Ryoma

Beaverton, Oregon, United States

  • Managed and organized various orders to efficiently cook hundreds of dishes per night.
  • Showcased versatility in completing multiple different tasks around the kitchen including cooking main and side dishes, bussing tables, washing dishes, prepping food for future days, and cleaning.
Dec 2017 - Mar 2018
Team & coworkers

Colleagues at Aldrich Wealth

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2 education records

Yule Schrock education

Bachelor Of Science - Bs, Finance, General

Activities and Societies: Sigma Chi FraternityInternational Business Option Dean's Academy Option

Education record

Mountainside High School

Activities and Societies: National Honors Society Varsity Baseball Team Captain Varsity Football Team Captain

FAQ

Frequently asked questions about Yule Schrock

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

What company does Yule Schrock work for?

Yule Schrock works for Aldrich Wealth.

What is Yule Schrock's role at Aldrich Wealth?

Yule Schrock is listed as Associate Advisor at Aldrich Wealth.

Where is Yule Schrock based?

Yule Schrock is based in Beaverton, Oregon, United States while working with Aldrich Wealth.

What companies has Yule Schrock worked for?

Yule Schrock has worked for Aldrich Wealth, Tec Equipment, Sigma Chi Fraternity, Big Red'S Bar & Grill, and Personal Entrepreneur Venture.

Who are Yule Schrock's colleagues at Aldrich Wealth?

Yule Schrock's colleagues at Aldrich Wealth include Nicole Rice, Matthew Casatico, Sydney Van Baest, Cfp®, Dann Horowitz, Cpfa™, Aif®, and Madeline Long.

How can I contact Yule Schrock?

You can use AeroLeads to view verified contact signals for Yule Schrock at Aldrich Wealth, including work email, phone, and LinkedIn data when available.

What schools did Yule Schrock attend?

Yule Schrock holds Bachelor Of Science - Bs, Finance, General from Oregon State University.

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