Gene Yates Location

Alamo, CA, US

Gene Yates Work

  • 2014 - now  CFO @ WR Hambrecht + Co
  • 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

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 2 mobile phone numbers on RocketReach.

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