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 August 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
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Collin Yates is listed as Institutional Client Service & Operations Associate at CAPTRUST, a 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
This section adds company-level context without repeating Collin Yates's masked contact details.
CAPTRUST
Review company-level records connected to Collin Yates before choosing the right outreach path.
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
Company context helps verify the profile and gives searchers a useful next step.
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 tasks. Mastered financial software like TrustDesk & CapitalBase
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 →
SB
Spencer Brown, Cfp®
Colleague at CaptrustRaleigh, North Carolina, United States
View →
AH
Alexa Hladick
Colleague at CaptrustNew Hyde Park, New York, United States
View →
DM
Deb Mosakowski
Colleague at CaptrustPhoenix, Arizona, United States
View →
VA
Virginia Arnold
Colleague at CaptrustBrentwood, Tennessee, United States
View →
MS
Marilyn Schaja
Colleague at CaptrustNew Hyde Park, New York, United States
View →
CP
Clerise Phillip
Colleague at CaptrustRaleigh, North Carolina, United States
View →
KV
Kevin Van Buskirk, Caia
Colleague at CaptrustGreater Chicago Area, United States
View →
ES
Erin Spivak
Colleague at CaptrustSan Francisco Bay Area, United States
View →
NC
Nicole Collins
Colleague at CaptrustRaleigh, North Carolina, United States
View →
JW
Joe Weger
Colleague at CaptrustRaleigh, North Carolina, United States
View →
Spencer Brown, Cfp®
Colleague at CaptrustRaleigh, North Carolina, United States
View →
AH
Alexa Hladick
Colleague at CaptrustNew Hyde Park, New York, United States
View →
DM
Deb Mosakowski
Colleague at CaptrustPhoenix, Arizona, United States
View →
VA
Virginia Arnold
Colleague at CaptrustBrentwood, Tennessee, United States
View →
MS
Marilyn Schaja
Colleague at CaptrustNew Hyde Park, New York, United States
View →
CP
Clerise Phillip
Colleague at CaptrustRaleigh, North Carolina, United States
View →
KV
Kevin Van Buskirk, Caia
Colleague at CaptrustGreater Chicago Area, United States
View →
ES
Erin Spivak
Colleague at CaptrustSan Francisco Bay Area, United States
View →
NC
Nicole Collins
Colleague at CaptrustRaleigh, North Carolina, United States
View →
JW
Joe Weger
Colleague at CaptrustRaleigh, North Carolina, 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 Spencer Brown, Cfp®, Alexa Hladick, Deb Mosakowski, Virginia Arnold, and Marilyn Schaja.
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.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trialPeople with similar names
Check these profiles if this is not the Collin Yates you were looking for.
View similar profiles
