Yule Schrock Email & Phone Number
Who is Yule Schrock? Overview
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Yule Schrock is listed as Associate Advisor at Aldrich Wealth, a 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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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.
Yule Schrock's current company
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Yule Schrock work experience
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Associate
Staff Accountant
▪ 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.
Treasurer
▪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.
Server
▪ 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.
Footwear Resale Entrepreneur
▪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
Event Coordinator
▪ 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
General Contractor
• 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.
Cook
• 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.
Colleagues at Aldrich Wealth
Other employees you can reach at wealthadvisors.com. View company contacts for 48 employees →
Clarissa Tawel
Colleague at Aldrich WealthHermosa Beach, California, United States
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LD
Luan Dollens
Colleague at Aldrich WealthDamascus, Oregon, United States
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JB
Justin Barchus
Colleague at Aldrich WealthLake Oswego, Oregon, United States
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KC
Kayla Cook, Cfp®
Colleague at Aldrich WealthUnited States
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CM
Chris Mcnabb, Cfp®
Colleague at Aldrich WealthLake Oswego, Oregon, United States
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HW
Heather Wonderly
Colleague at Aldrich WealthCanby, Oregon, United States
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JD
Jackson Davis, Cfp®
Colleague at Aldrich WealthPortland, Oregon Metropolitan Area, United States
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DB
Diana Burrows
Colleague at Aldrich WealthSan Diego, California, United States
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MG
Melanie Gibson
Colleague at Aldrich WealthChula Vista, California, United States
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JS
Joe Strauss, Cfa
Colleague at Aldrich WealthLake Oswego, Oregon, United States
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Yule Schrock education
Bachelor Of Science - Bs, Finance, General
Education record
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 Clarissa Tawel, Luan Dollens, Justin Barchus, Kayla Cook, Cfp®, and Chris Mcnabb, Cfp®.
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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