James Yates Location
- San Francisco, CA, US
James Yates Work
- 2023 - now Vice President @
- 2021 - 2023 Senior Associate @
- 2019 - 2021 Associate @
- 2017 - 2019 Senior Analyst @
- 2016 - 2017 CAS @
- 2014 - 2016 Financial Management Program @
- 2012 - 2012 Fixed Income Sales and Trading Summer Analyst @
James Yates Education
- Wake Forest University
BS (Finance)
2009 - 2013
James Yates Skills
- Leadership
- Microsoft Office
- Financial Modeling
- Microsoft Word
- PowerPoint
- Social Media
- Microsoft Excel
- Research
- Power
- Public Speaking
- Assurance
- Audit
- Finance
- Financial Analysis
- Valuation
James Yates Summary
- James Yates, based in San Francisco, CA, US, is currently a Vice President at White Oak Global Advisors. James Yates brings experience from previous roles at White Oak Global Advisors and GE. James Yates holds a 2009 - 2013 BS in Finance @ Wake Forest University. With a robust skill set that includes Leadership, Microsoft Office, Financial Modeling, Microsoft Word, PowerPoint and more. James Yates has 2 mobile phone numbers on RocketReach.
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