Collin Yates

Collin Yates Email and Phone Number

Institutional Client Service & Operations Associate @ CAPTRUST
raleigh, north carolina, united states
Collin Yates's Location
Raleigh, North Carolina, United States, United States
About Collin Yates

NCSU Poole College of Management 2021 graduate with experience in the wealth management space, retirement planning space, and SaaS sales space.

Collin Yates's Current Company Details
CAPTRUST

Captrust

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Institutional Client Service & Operations Associate
raleigh, north carolina, united states
Website:
captrustadvisors.com
Employees:
621
Collin Yates Work Experience Details
  • Captrust
    Institutional Client Service & Operations Associate
    Captrust Oct 2024 - Present
    Raleigh, North Carolina, United States
    View
  • Varonis
    Territory Development Representative
    Varonis Mar 2024 - Jul 2024
    Raleigh-Durham-Chapel Hill Area
    Consistently hit daily outreach target of 120 cold calls per day. Successfully coordinated over 30+ sales meetings for Account Executives. Gained experience in Salesforce, OKTA, ZoomInfo, 6Sense, and SalesLoft.
    View
  • First Citizens Bank
    Wealth Client Specialist
    First Citizens Bank Feb 2022 - Mar 2024
    Raleigh, North Carolina, United States
    Worked alongside my direct Institutional Consultants to provide retirement planning services for qualified and non-qualified plans, while also servicing corporate trust accounts for non-profits, for profits, private foundations, and public charities. Built and nurtured strong relationships with 100+ clients, while maintaining back-end account maintenance tasks. Mastered financial software like TrustDesk & CapitalBase
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  • Precision Walls, Inc.
    Finance Intern
    Precision Walls, Inc. Jun 2020 - Aug 2020
    Cary, North Carolina, United States
    Reported directly to company’s CFO, while managing financial projects and expanding my Excel skills
    View
  • North Carolina State University
    Nc State Prague Study Abroad Summer Student
    North Carolina State University Jun 2019 - Jul 2019
    Prague, Czechia
    Completed six week study abroad program at NC State's international HQ campus. Focused on advancing undergraduate business degree, while gaining valuable cultural experiences.
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  • Gallagher
    Sales Intern
    Gallagher May 2018 - Aug 2018
    Raleigh-Durham, North Carolina Area
    Summer Sales Intern at Arthur J. Gallagher & Co. Worked directly with Business Development team to help drive new business opportunites.
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  • Chick-Fil-A Restaurants
    Server
    Chick-Fil-A Restaurants May 2017 - Aug 2017
    Cary, North Carolina, United States
    Provided excellent customer service, while operating the cash register and helping in general restaurant upkeep.
    View

Collin Yates Education Details

Frequently Asked Questions about Collin Yates

What company does Collin Yates work for?

Collin Yates works for Captrust

What is Collin Yates's role at the current company?

Collin Yates's current role is Institutional Client Service & Operations Associate.

What schools did Collin Yates attend?

Collin Yates attended North Carolina State University.

Who are Collin Yates's colleagues?

Collin Yates's colleagues are Jonathan Carothers, Aaron Fry, Rob Richardson, Bruce Leffingwell, Chandler Abernathy Michael, Haley B. Hardin, Alex Krenek.

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