Managing Director - Client Accounting And Advisory Services
Current
Jul 2022 - Present
AeroLeads people directory · profile
John Yeager Email & Phone Number
Managing Director; Helping owners gain visibility into their numbers; host of #CAASMatters
at
Whitley Penn
1 work email found
@windhambrannon.com
4 phones found area 404 and 678
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Managing Director; Helping owners gain visibility into their numbers; host of #CAASMatters
Location
Ponte Vedra Beach, Florida, United States
Who is John Yeager? Overview
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Quick answer
John Yeager is listed as Managing Director; Helping owners gain visibility into their numbers; host of #CAASMatters at Whitley Penn, based in Ponte Vedra Beach, Florida, United States. AeroLeads shows a work email signal at windhambrannon.com, phone signal with area code 404, 678, and a matched LinkedIn profile for John Yeager.
John Yeager previously worked as Managing Director - Client Accounting and Advisory Services at Whitley Penn and Managing Director, Business Transformation Services at Bennett Thrasher. John Yeager holds Bs, Accounting from The University Of Alabama.
Company email context
Email format at Whitley Penn
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{first_initial}{last}@windhambrannon.com
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AeroLeads found 1 current-domain work email signal for John Yeager. Compare company email patterns before reaching out.
Profile bio
About John Yeager
Start with the end in mind. Develop a roadmap for the transformational journey. Gain control and visibility to make better decisions.My Why: Connectedness and intellectual curiosity. My job connects me with so many interesting companies doing amazing things. The challenge of helping solve problems through people, process and technology – or sometimes just a simple introduction --- drives mePedigree: Walked away from stability to prove the concept of the business of the future. Now, combined with a leading CPA firm, delivering on that vision. Accounting…Operations…Sales/Marketing…C-Level leadership. Global organizations to start-ups. Successes and failures. Discovered the potential of cloud accounting and outsourcing. Proof statements? One of the earliest Sage Intacct Accounting Partners; 25+ successful implementations – hospitality, professional services, healthcare, real estate, investment funds, family offices; Speaker at Digital CPA conference, Sage Partner Summit, ITA; Built accounting departments, sales and marketing teams Specialties: Strategic planning, outsource accounting, accounting technology, business transformation
Listed skills include Leadership, Alternative Investments, Accounting, Fixed Income, and 20 others.
Current workplace
John Yeager's current company
Company context helps verify the profile and gives searchers a useful next step.
10 roles · 41 years
John Yeager work experience
A career timeline built from the work history available for this profile.
Managing Director, Business Transformation Services
Jun 2018 - Jul 2022
Managing Director
Seven Bridges Group Llc
Seven Bridges is an advisory firm dedicated to helping CPA firms and their clients with all aspects of outsourcing the accounting function. My duties include business development, marketing and relationship management.
Sep 2015 - Jun 2018
Vice President - Sales And Marketing
As head of sales and marketing at WB, I was responsible for business development including generating leads, managing salesforce.com, leading the pipeline development and networking in the community. Marketing consisted of overall responsibility for web, content development, Insights Day (client conference) and other events/sponsorships, product/service.
Feb 2012 - Aug 2015
Managing Partner
Jackson Ventures LLC is a firm created to help investment managers optimize their client experience. From his 20+ years in senior management positions at firms such as Invesco and Loomis Sayles, Jackson Ventures’ Managing Partner John Yeager brings a wealth of experience to help you efficiently manage…Marketing and Distribution StrategyProduct Line.
Jan 2009 - Feb 2012
Director, Marketing
Responsible for all aspects of Institutional Marketing for the Invesco Institutional Business (pension plans, endowments/foundations and Taft-Hartley). Duties including product development and governance, product management, marketing communications and sales support.
Apr 2004 - Dec 2008
Vp - Administration
Intelitix
2000 - 2003
~3 yrs
Managing Partner
1995 - 1999
~4 yrs
Vp - Strategic Marketing
1992 - 1995
~3 yrs
Auditor
1985 - 1988
~3 yrs
1 education record
John Yeager education
-
The University Of Alabama
FAQ
Frequently asked questions about John Yeager
Quick answers generated from the profile data available on this page.
What company does John Yeager work for?
John Yeager works for Whitley Penn.
What is John Yeager's role at Whitley Penn?
John Yeager is listed as Managing Director; Helping owners gain visibility into their numbers; host of #CAASMatters at Whitley Penn.
What is John Yeager's email address?
AeroLeads has found 1 work email signal at @windhambrannon.com for John Yeager at Whitley Penn.
What is John Yeager's phone number?
AeroLeads has found 4 phone signal(s) with area code 404, 678 for John Yeager at Whitley Penn.
Where is John Yeager based?
John Yeager is based in Ponte Vedra Beach, Florida, United States while working with Whitley Penn.
What companies has John Yeager worked for?
John Yeager has worked for Whitley Penn, Bennett Thrasher, Seven Bridges Group Llc, Windham Brannon, and Jackson Ventures Llc.
How can I contact John Yeager?
You can use AeroLeads to view verified contact signals for John Yeager at Whitley Penn, including work email, phone, and LinkedIn data when available.
What schools did John Yeager attend?
John Yeager holds Bs, Accounting from The University Of Alabama.
What skills is John Yeager known for?
John Yeager is listed with skills including Leadership, Alternative Investments, Accounting, Fixed Income, Portfolio Management, Financial Modeling, Sales Operations, and Investments.
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