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Bill Yates Location
Omaha, NE, US
Bill Yates Work
2023 -now Board Director @
2015 -2024 Board Vice Chair @
2016 -2021 Treasurer @
2016 -2021 Board Director @
2003 -2016 Managing Director - Finance @
2007 -2015 Board Finance Committee, Audit and Compliance Committee Chair @ Alegent Creighton Health / CHI Health
2001 -2003 Head of Clearing @
1996 -2001 VP and Controller, Ameritrade Clearing, Inc. @
1987 -1996 Senior Manager @ Arthur Andersen LLP
Bill Yates Education
University of Nebraska-Lincoln
Bachelor of Science, Business Administration (Accounting and Finance)
1983-1987
Bill Yates Skills
Due Diligence
Financial Analysis
Corporate Finance
Accounting
Management
Series 63
Technology
Fixed Income
Portfolio Management
Investments
Business Analysis
Vendor Management
Team Leadership
Process Improvement
Finance
Asset Allocation
Investment Advisory
Strategic Planning
Financial Services
Wealth Management
Equities
Mutual Funds
Operations
FINRA
Strategic Financial Planning
Program Management
Risk Management
Asset Management
Change Management
Series 24
Trading
Services
Options
Analysis
Series 7
Securities
Bill Yates Summary
Bill Yates, based in Omaha, NE, US, is currently a Board Director at Farm Credit Services of America. Bill Yates brings experience from previous roles at CHI Health, TD Ameritrade and OCC. Bill Yates holds a 1983 - 1987 Bachelor of Science, Business Administration in Accounting and Finance @ University of Nebraska-Lincoln. With a robust skill set that includes Due Diligence, Financial Analysis, Corporate Finance, Accounting, Management and more. Bill Yates has 1 emails and 3 mobile phone numbers on RocketReach.
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