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Dan Yates Location
Lake Oswego, OR, US
Dan Yates Work
Head of Consultant Relations, Americas at Nomura Asset Mangeny @ (December 2025 - Present)
Head of Consultant Relations, Americas @ (May 2024 - Present)
Senior Vice President, Consultant Relations and Public Markets @ (January 2022 - May 2024)
Senior Vice President, Business Development @ (May 2014 - December 2021)
Partner @ Common Sense Investment Management (June 2007 - December 2013)
Partner, Senior Consultant @ (January 2004 - January 2007)
Vice President and Manager @ (November 2001 - February 2004)
Senior Consultant, Actuary @ (January 1990 - November 2001)
Dan Yates Education
Willamette University
BS Math and Physics
Portland State University
Master of Business Administration (MBA) (BS Math and Physics)
Dan Yates Skills
Alternative Investments
Private Equity
Investment Strategies
Asset Management
Investment Management
Investments
Portfolio Management
Due Diligence
Equities
Fund Of Funds
Valuation
Asset Allocation
Hedge Funds
Mutual Funds
Financial Modeling
Equity Research
Fixed Income
Public Speaking
Sales
Data Analysis
Strategy
Microsoft Office
Customer Service
Dan Yates Summary
Dan Yates, based in Lake Oswego, OR, US, is currently a Head of Consultant Relations, Americas at Nomura Asset Mangeny at Nomura Asset Management. Dan Yates brings experience from previous roles at Macquarie Group, FPA (First Pacific Advisors) and Common Sense Investment Management. Dan Yates holds a BS Math and Physics @ Willamette University. With a robust skill set that includes Alternative Investments, Private Equity, Investment Strategies, Asset Management, Investment Management and more. Dan Yates has 3 emails and 1 mobile phone numbers on RocketReach.
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