Yvette Wheeler Email & Phone Number
Customer Service Specialist @ United Asset Strategies, Inc.
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Yvette Wheeler Location
- New York, NY, US
Yvette Wheeler Work
- Customer Service Specialist @ (November 2025 - Present)
- Account Administrator @ (November 2024 - December 2025)
- Operations Manager @ (April 2022 - July 2024)
- Operations Mananger @ (May 2013 - April 2022)
- Co-Partner Concessions @ Flaco Coquito (July 2019 - July 2019)
- Lead Usher and House Manager Associate @ (March 2019 - April 2019)
- Senior Programmer and Analyst @ (June 2009 - December 2011)
- Programmer Analyst @ (January 2000 - April 2009)
- Programmer @ (January 1997 - December 1999)
- Programmer Trainee @ (September 1996 - December 1996)
- Reorganization Department Service Representative @ (April 1987 - August 1996)
Yvette Wheeler Education
- Christopher Columbus High School
Regents Diploma (Academic)
1981-1984
Yvette Wheeler Skills
- Problem Solving
- Microsoft Excel
- Onboarding
- Key Performance Indicators
- Troubleshooting
- Customer Engagement
- Team Leadership
- Operations Management
- Communication
- Data Analysis
- New Account Opening
- Payroll Processing
- Customer Relationship Management (CRM)
- Mainframe
- SDLC
- Requirements Analysis
- Data Warehousing
- Analysis
- Software Documentation
- Project Management
- Software Development
- Human Resources (HR)
- Financial Services
- Theatre
- MS Access
- JCL
- COBOL
- Microsoft Office
- IBM DB2
- Job Control Language (JCL)
- Employee Relations
- Employee Training
- Client Services
- Fileaid
- VSAM
- TSO
- IBM Mainframe
- Production Support
- SPUFI
- ISPF
- DFSORT
- IBM Utilities
- Team Event Planning
- Coordinating Business Traveling
- Constant Contact
- ACH
- Wire Transfers
- Wealth Management Services
- Theater Assisting House Management
- Customer Service
- Banking
- Invoicing
- Analytical Skills
- Microsoft Word
Yvette Wheeler Summary
- Yvette Wheeler, based in New York, NY, US, is currently a Customer Service Specialist at United Asset Strategies, Inc.. Yvette Wheeler brings experience from previous roles at United Asset Strategies, Inc., Samalin Wealth, Heron Wealth and Flaco Coquito. Yvette Wheeler holds a 1981 - 1984 Regents Diploma in Academic @ Christopher Columbus High School. With a robust skill set that includes Problem Solving, Microsoft Excel, Onboarding, Key Performance Indicators, Troubleshooting and more. Yvette Wheeler has 1 emails and 2 mobile phone numbers on RocketReach.
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