Jonathan Yates Email & Phone Number

New Jersey

• As a case manager, I conduct quality control reviews for claims investigations to ensure that case objectives and deadlines are met. • I manage a team of more than 30 field investigators in three different states and provide oversight, guidance and direction for conflict resolution while they are in the field. My responsibilities include effective production and performance management of the team’s schedules, review of case reports and invoicing, and written and verbal updates to the clients on a continual basis. • I collaboratively work with the field staff, client and upper management and office administration regarding case progress to provide strategic recommendations for next steps. Employee management consists of approving payroll, expenses, budgets, scheduling, and quarterly employee reviews and evaluations. • Prior to my promotion to case manager, I served as a field investigator where I conducted in depth surveillance and investigations on general liability, professional liability, workers’ compensation coverage and fraud cases for a variety of clients for the Tri-State area. I wrote detailed narrative reports coupled with covert video surveillances and photographs to document the claimants’ activities.• I am specialized, trained and certified to conduct surveillance and claims investigations, activity checks, background checks and fraud investigations, then create in-depth case reports for clients.• Additionally, I was the sole field trainer for the Western NY region. I mentored and trained all new field investigator recruits on the skills necessary to conduct viable investigations, such as tactics, reporting, case documentation and strategy.

Buffalo/Niagara, New York Area

• Capital Service Bureau provides a complete array of independent adjusting, claims and private investigation services to legal, insurance and private clients. • As the sole field investigator in the Western NY region, I led in-depth surveillance and investigations on bonding, general liability, professional liability and workers’ compensation coverage and fraud cases for a variety of clients. • My responsibilities included performing a wide variety of investigative tactics to conduct surveillance, activity checks, alive and well investigations, and fraud investigations, then create in depth case reports. • I utilized covert video surveillance with a detailed narrative report to document the claimants’ activities, in effort to give the client as much information as possible in order to make an informed claim decision.

Buffalo/Niagara, New York Area

• My main responsibilities were to properly execute security duties on an assigned shift and to adequately protect the customers, employees and Seneca Gaming Corporation property while maintaining exceptional customer service. • My duties entailed guarding and patrolling the grounds (interior and exterior) to ensure the safety of all casino employees, guests, property and assets. I assisted with hopper and pit fills, observed count teams during drop procedure, and completed reports as required.• I also communicated effectively both written (for routine correspondence and case reports) and verbally (to be able to speak effectively to the public, employees and customers of all backgrounds). • As part of my responsibilities, I reacted to emergency situations in a calm and diplomatic manner, and dealt effectively and efficiently in resolving problems and conflicts in an immediate fashion.

New Jersey

Re-hired to serve as an investigator in a temporary position capacity for the Law Guardian, a unit within the State of New Jersey Office of the Public Defender. Duties required an in-depth knowledge of the family court system to assist the law guardians (attorney) in providing legal representation to minors during family court. My main responsibilities included reviewing case reports, conducting background investigations, attaining affidavits, performing fieldwork investigations, interviewing clients and surveying the environment. When the investigation was complete, I then compiled the data and information attainted and analyzed it for the developing case. This included organizing, writing and preparing case reports and/or progress reports in preparation for court. I testified in court proceedings, scheduled and arranged for case conferences, maintained all records and correspondence for cases and conducted follow-up investigations. I also presented subpoenas and assisted in any other aspects of the investigation leading up to court proceedings in effort to place the minor in a safe environment.

As a surveillance and claims investigator for G4S Compliance & Investigations, I provide case reports of detailed investigations and/or surveillance details for clients – i.e. corporations, insurance entities, business organizations and law firms - in identifying, responding to, and mitigating risk through a comprehensive and integrated suite of surveillance and claims investigations.I am a certified and trained private investigator for four U.S. states - New Jersey, Pennsylvania, Maryland, and Delaware. My responsibilities entail: reviewing background information for the pending case; using strategic thinking and planning to investigate, trace and track down the claimant's home, vehicle and place of employment (if applicable) etc.; and utilizing the technological tools in my investigative portfolio to catch the claimant via video, audio or photograph for case documentation.Once the case is completed, I organize, write and prepare a case report for the client to utilize as they see fit. As requested, I also conduct follow-up surveillance/claims investigations as needed.

New Jersey

I served as an investigator for the Law Guardian, a unit within the State of New Jersey Office of the Public Defender. Duties required an in-depth knowledge of the family court system to assist the law guardians (attorney) in providing legal representation to minors during family court. My main responsibilities included reviewing case reports, conducting background investigations, attaining affidavits, performing fieldwork investigations, interviewing clients and surveying the environment. When the investigation was complete, I then compiled the data and information attainted and analyzed it for the developing case. This included organizing, writing and preparing case reports and/or progress reports in preparation for court. I testified in court proceedings, scheduled and arranged for case conferences, maintained all records and correspondence for cases and conducted follow-up investigations. I also presented subpoenas and assisted in any other aspects of the investigation leading up to court proceedings in effort to place the minor in a safe environment.

I trained newly hired employees and managers on store operations, policies, procedures and customer service to ensure all new hires had full knowledge of company operations. I was part of the management structure in the training program at this branch, which served as the training store for all Tri-State area store branches. As the Assistant Technician, my responsibilities were to perform maintenance work on all store equipment and machines, repaired the equipment, and if unable to repair the equipment, relay the message to the head technician to service the issue at hand. I also assisted in customer relations and inquiries. Other positions held while employed here included cashier, cook, host, birthday party host, and fill-in-manager. I left this position to pursue a career relevant to my educational coursework.

B.A, Criminal Justice, Sociology, G.P.A. 3.37

Cumulative Grade Point Average - 3.37

Education record

Dean’s List: Fall 2000, Spring 2001, Fall 2001, and Spring 2002