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Bill Yates Location
Omaha, NE, US
Bill Yates Work
Board Director @ (April 2023 - Present)
Board Vice Chair @ (July 2015 - June 2024)
Treasurer @ (October 2016 - April 2021)
Board Director @ (April 2016 - April 2021)
Managing Director - Finance @ (December 2003 - October 2016)
Board Finance Committee, Audit and Compliance Committee Chair @ Alegent Creighton Health / CHI Health (May 2007 - July 2015)
Head of Clearing @ (May 2001 - December 2003)
VP and Controller, Ameritrade Clearing, Inc. @ (April 1996 - May 2001)
Senior Manager @ Arthur Andersen LLP (August 1987 - April 1996)
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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