James Yates Email & Phone Number
Director @ White Oak Global Advisors
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James Yates Location
- San Francisco, CA, US
James Yates Work
- Director @ (May 2026 - Present)
- Vice President @ (November 2023 - May 2026)
- Senior Associate @ (May 2021 - November 2023)
- Associate @ (July 2019 - May 2021)
- Senior Analyst @ (November 2017 - July 2019)
- CAS @ (June 2016 - November 2017)
- Financial Management Program @ (January 2014 - May 2016)
- Fixed Income Sales and Trading Summer Analyst @ (June 2012 - August 2012)
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 Director at White Oak Global Advisors. James Yates brings experience from previous roles at White Oak Global Advisors. 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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