Institutional Client Service & Operations Associate
Current
Oct 2024 - Present
AeroLeads people directory · profile
Collin Yates Email & Phone Number
Institutional Client Service & Operations Associate
at
CAPTRUST
LinkedIn matched
✓ Verified Jun 2026
3 data sources
Profile completeness 86%
Current company
Role
Institutional Client Service & Operations Associate
Location
Raleigh, North Carolina, United States
Company size
Who is Collin Yates? Overview
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Quick answer
Collin Yates is listed as Institutional Client Service & Operations Associate at CAPTRUST, a company with 621 employees, based in Raleigh, North Carolina, United States. AeroLeads shows a matched LinkedIn profile for Collin Yates.
Collin Yates previously worked as Territory Development Representative at Varonis and Wealth Client Specialist at First Citizens Bank. Collin Yates holds Bachelor'S Degree, Business Administration And Management, General from North Carolina State University.
Company email context
Email format at CAPTRUST
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CAPTRUST
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Profile bio
About Collin Yates
NCSU Poole College of Management 2021 graduate with experience in the wealth management space, retirement planning space, and SaaS sales space.
Current workplace
Collin Yates's current company
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Captrust
7 roles
Collin Yates work experience
A career timeline built from the work history available for this profile.
Territory Development Representative
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.
Mar 2024 - Jul 2024
Wealth Client Specialist
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.
Feb 2022 - Mar 2024
Finance Intern
Reported directly to company’s CFO, while managing financial projects and expanding my Excel skills
Jun 2020 - Aug 2020
Nc State Prague Study Abroad Summer Student
Completed six week study abroad program at NC State's international HQ campus. Focused on advancing undergraduate business degree, while gaining valuable cultural experiences.
Jun 2019 - Jul 2019
Sales Intern
Summer Sales Intern at Arthur J. Gallagher & Co. Worked directly with Business Development team to help drive new business opportunites.
May 2018 - Aug 2018
Server
Provided excellent customer service, while operating the cash register and helping in general restaurant upkeep.
May 2017 - Aug 2017
Team & coworkers
Colleagues at CAPTRUST
Other employees you can reach at captrustadvisors.com. View company contacts for 621 employees →
TB
Terri Bandy
Colleague at CaptrustMontgomery, Alabama, United States, United States
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CC
Catherine Currin
Colleague at CaptrustRaleigh, North Carolina, United States, United States
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EM
Evan Melcher, Aif®, Arpc, Cima®, Cpfa®
Colleague at CaptrustAlpharetta, Georgia, United States, United States
View →
AS
Ashley Schulke
Colleague at CaptrustMonroe, Washington, United States, United States
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LM
Lil Mercer
Colleague at CaptrustWilmington, North Carolina, United States, United States
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AB
Alex Brown, Cpa, Cfp®
Colleague at CaptrustRoseville, California, United States, United States
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EF
Ethan Faulconer
Colleague at CaptrustRaleigh-Durham-Chapel Hill Area, United States
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RH
Ryan Heath
Colleague at CaptrustRaleigh, North Carolina, United States, United States
View →
KM
Kathy Mehlhop Hanson, Cltc, Ctc
Colleague at CaptrustSan Ramon, California, United States, United States
View →
IL
Isaiah L.
Colleague at CaptrustIrvine, California, United States, United States
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Terri Bandy
Colleague at CaptrustMontgomery, Alabama, United States, United States
View →
CC
Catherine Currin
Colleague at CaptrustRaleigh, North Carolina, United States, United States
View →
EM
Evan Melcher, Aif®, Arpc, Cima®, Cpfa®
Colleague at CaptrustAlpharetta, Georgia, United States, United States
View →
AS
Ashley Schulke
Colleague at CaptrustMonroe, Washington, United States, United States
View →
LM
Lil Mercer
Colleague at CaptrustWilmington, North Carolina, United States, United States
View →
AB
Alex Brown, Cpa, Cfp®
Colleague at CaptrustRoseville, California, United States, United States
View →
EF
Ethan Faulconer
Colleague at CaptrustRaleigh-Durham-Chapel Hill Area, United States
View →
RH
Ryan Heath
Colleague at CaptrustRaleigh, North Carolina, United States, United States
View →
KM
Kathy Mehlhop Hanson, Cltc, Ctc
Colleague at CaptrustSan Ramon, California, United States, United States
View →
IL
Isaiah L.
Colleague at CaptrustIrvine, California, United States, United States
View →
1 education record
Collin Yates education
FAQ
Frequently asked questions about Collin Yates
Quick answers generated from the profile data available on this page.
What company does Collin Yates work for?
Collin Yates works for CAPTRUST.
What is Collin Yates's role at CAPTRUST?
Collin Yates is listed as Institutional Client Service & Operations Associate at CAPTRUST.
Where is Collin Yates based?
Collin Yates is based in Raleigh, North Carolina, United States while working with CAPTRUST.
What companies has Collin Yates worked for?
Collin Yates has worked for Captrust, Varonis, First Citizens Bank, Precision Walls, Inc., and North Carolina State University.
Who are Collin Yates's colleagues at CAPTRUST?
Collin Yates's colleagues at CAPTRUST include Terri Bandy, Catherine Currin, Evan Melcher, Aif®, Arpc, Cima®, Cpfa®, Ashley Schulke, and Lil Mercer.
How can I contact Collin Yates?
You can use AeroLeads to view verified contact signals for Collin Yates at CAPTRUST, including work email, phone, and LinkedIn data when available.
What schools did Collin Yates attend?
Collin Yates holds Bachelor'S Degree, Business Administration And Management, General from North Carolina State University.
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