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Gene Yates Location
Alamo, CA, US
Gene Yates Work
2014 -now CFO @
2010 -2011 Independent Contractor - Mutual Fund Finance and Admin @ Self employed independent finance contractor
2005 -2009 CFO @ Wells Fargo Securities LLC
2000 -2004 VP Controller Fixed Income Finance @ Charles Schwab
1997 -2000 Director Regulatory Reporting @ Charles Schwab
Gene Yates Education
University of Southern California
BS (Accounting & Finance)
1982-1985
Cal State Hayward 1981-1982
Gene Yates Skills
Financial Operations
Cash Management
Financial Reporting
Equities
Financial Modeling
Accounting
Strategic Financial Planning
Series 7
Finance
Capital Markets
Management
Risk Management
Internal Controls
Investments
Financial Analysis
Team Building
Gene Yates Summary
Gene Yates, based in Alamo, CA, US, is currently a CFO at WR Hambrecht + Co. Gene Yates brings experience from previous roles at Self employed independent finance contractor, Wells Fargo Securities LLC and Charles Schwab. Gene Yates holds a 1982 - 1985 BS in Accounting & Finance @ University of Southern California. With a robust skill set that includes Financial Operations, Cash Management, Financial Reporting, Equities, Financial Modeling and more. Gene Yates has 2 emails and 4 mobile phone numbers on RocketReach.
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