Yolanda Yeb Email & Phone Number
Portfolio Accountant @ Algert Global LLC
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Yolanda Yeb Location
- California, United States
Yolanda Yeb Work
- 2017 -now Portfolio Accountant @
- 2014 -2017 Senior Fund Accountant @ Citco Fund Services
- 2012 -2014 Officer, Senior Registered Associate @
- 2010 -2012 Registered Associate @
- 2008 -2010 Financial Advisor @
- 2007 -2008 Accountant @ Fingerhut Group Publishers, Inc.
Yolanda Yeb Education
- Lowell High School
- San Francisco State University
Bachelor Of Arts (Economics)
Yolanda Yeb Skills
- Microsoft Office
- Investments
- Healthcare
- Financial Analysis
- Hospitals
- Equities
- Wealth Management
- Financial Advisory
- Financial Reporting
- Financial Planning
- Relationship Management
- Microsoft Excel
- Finance
- 401k
- Fund Accounting
- Financial Services
- Financial Audits
- Retirement Planning
- Securities
- Hedge Funds
- Mutual Funds
- Account Reconciliation
- Series 7
Yolanda Yeb Summary
- Yolanda Yeb, based in California, United States, is currently a Portfolio Accountant at Algert Global LLC. Yolanda Yeb brings experience from previous roles at Citco Fund Services, Wells Fargo Advisors, LLC, Moors & Cabot and Merrill Lynch. Yolanda Yeb holds a Lowell High School. With a robust skill set that includes Microsoft Office, Investments, Healthcare, Financial Analysis, Hospitals and more. Yolanda Yeb has 2 emails and 2 mobile phone numbers on RocketReach.
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