Yorick Aguilar

Client Advisor at Maxwell Money Management

Yorick Aguilar is currently the Client Support at Maxwell Money Management. Yorick has previous experience working as an Advisor, Finance and HR Manager, CEO & President, and Accountant. Yorick started their career as a Branch Manager and has been working in the finance industry for over 15 years.

Yorick Aguilar's educational career began at San Joaquin Delta College, where they studied accounting. Yorick then transferred to San Jose City College to study business/managerial economics. Yorick later earned their bachelor's degree in aviation/airway management and operations from San Jose State University. Yorick also holds an associate's degree in aviation/airway management and operations from Santa Rosa Junior College. In addition, Yorick Aguilar is certified by Bill.com as a Certified Expert and by Skillsology as an Excel User. Yorick also holds a Federal Aviation Administration - FAA Airframe & Power Plant (A&P) Mechanic certification and a FCC Federal Communications Commission General Radiotelephone Operator License. Finally, they are also certified by Xero as a Xero Advisor.

Yorick Aguilar reports to Teri Sirico, Senior Client Advisor. They are on a team with Karen Leslie - Client Advisor, Jimisha Shah - Client Support, and Linda Smith - Client Advisor.

Timeline

  • M

    Client Advisor

    Current role

  • Client Support