Managing Director
Current
Jul 2021 - Present
AeroLeads people directory · profile
Thomas Yates Email & Phone Number
Partner, Managing Director at AdvisorAssist, LLC
at
AdvisorAssist
2 work emails found
@advisorassist.com
2 phones found area 207
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 100%
Current company
Role
Partner, Managing Director at AdvisorAssist, LLC
Location
Pembroke, Massachusetts, United States
Who is Thomas Yates? Overview
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Quick answer
Thomas Yates is listed as Partner, Managing Director at AdvisorAssist, LLC at AdvisorAssist, based in Pembroke, Massachusetts, United States. AeroLeads shows a work email signal at advisorassist.com, phone signal with area code 207, and a matched LinkedIn profile for Thomas Yates.
Thomas Yates previously worked as Managing Director at Advisorassist and AVP, Senior Compliance Consultant at Advisorassist. Thomas Yates holds Bachelor Of Science (Bs), Finance, General from Stonehill College.
Company email context
Email format at AdvisorAssist
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{first_initial}{last}@advisorassist.com
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AeroLeads found 2 current-domain work email signals for Thomas Yates. Compare company email patterns before reaching out.
Profile bio
About Thomas Yates
Thomas Yates is a Partner, Managing Director at AdvisorAssist, LLC at AdvisorAssist. He possess expertise in microsoft word, powerpoint, microsoft excel, microsoft office, social media and 9 more skills.
Listed skills include Microsoft Word, Powerpoint, Microsoft Excel, Microsoft Office, and 10 others.
Current workplace
Thomas Yates's current company
Company context helps verify the profile and gives searchers a useful next step.
11 roles
Thomas Yates work experience
A career timeline built from the work history available for this profile.
Avp, Senior Compliance Consultant
Nov 2019 - Jul 2021
Senior Compliance Consultant
Jun 2016 - Nov 2019
Compliance Consultant
Jun 2014 - Jun 2016
Compliance Intern
• Worked closely with senior members of AdvisorAssist's registration team to enhance processes and tools for registering RIAs with the SEC and States.• Led the initiative to revamp the firm’s social media presence through research, monitoring, strategy, and content implementation.• Participated in numerous investment platform, compliance and strategy calls with new and established RIAs.• Conducted research on regulations, technologies and investment management platforms. • Updated and enhanced the firm's research database and conducted learning sessions with senior management on research findings.
Jun 2013 - Jun 2014
Analyst, Utilities And Technology
Scifi Mary Herlihy Opportunity Fund
The Stonehill College Investment Finance Initiative is a selective, multi-year academic and professional development program for students seeking to build investment analysis, modeling and valuation skills while participating in the management of the Herlihy Opportunity Fund.• Participated in twice-weekly investment meetings to discuss company and/or market developments that could affect portfolio holdings and/or create opportunities for new investments.• Required to propose at least two investment ideas for the Fund per semester including extensive modeling, valuation analysis, written report and presentation.• Mentored new analysts; create fund reports for college administration.
May 2013 - May 2014
Sudent Ambassador
• Represented Stonehill by introducing the campus to visiting families, accepted students. • Displayed professionalism and public speaking skills while sharing personal Stonehill experiences with diverse audiences.
Sep 2011 - May 2014
Operations Support Specialist
• Assisted faculty and students through basic and advanced troubleshooting• Reimaged computers, update software, and install programs for faculty• Executed a campus wide initiative to improve personal information security
Aug 2011 - May 2014
Sales And Marketing Intern
• Implemented and serviced new and existing accounts for supplemental insurance• Developed exceptional verbal communication skills through interactions with an array of clients
May 2012 - Apr 2013
Compliance Intern
Permal
• Member of Compliance team supporting $19.5bn alternative asset manager handling multiple different tasks and projects. • Performed daily portfolio constraint analysis on Permal’s Special Purpose Funds platform to ensure compliance. • Participated in review and preparation for external audit performed by Dubai Financial Services Authority. • Performed anti-money laundering (“AML”) checks on new and existing clients to ensure compliance with regulations. • Calculated fund performance in assisting with implementation of Global Investment Performance Standards (“GIPS”).
Sep 2012 - Dec 2012
Cook
Benkay Sushi
Jan 2008 - Jan 2012
3 education records
Thomas Yates education
Bachelor Of Science (Bs), Finance, General
Stonehill College
Education record
Fordham University
Education record
Cheverus High School
FAQ
Frequently asked questions about Thomas Yates
Quick answers generated from the profile data available on this page.
What company does Thomas Yates work for?
Thomas Yates works for AdvisorAssist.
What is Thomas Yates's role at AdvisorAssist?
Thomas Yates is listed as Partner, Managing Director at AdvisorAssist, LLC at AdvisorAssist.
What is Thomas Yates's email address?
AeroLeads has found 2 work email signals at @advisorassist.com for Thomas Yates at AdvisorAssist.
What is Thomas Yates's phone number?
AeroLeads has found 2 phone signal(s) with area code 207 for Thomas Yates at AdvisorAssist.
Where is Thomas Yates based?
Thomas Yates is based in Pembroke, Massachusetts, United States while working with AdvisorAssist.
What companies has Thomas Yates worked for?
Thomas Yates has worked for Advisorassist, Scifi Mary Herlihy Opportunity Fund, Stonehill College, Aflac, and Permal.
How can I contact Thomas Yates?
You can use AeroLeads to view verified contact signals for Thomas Yates at AdvisorAssist, including work email, phone, and LinkedIn data when available.
What schools did Thomas Yates attend?
Thomas Yates holds Bachelor Of Science (Bs), Finance, General from Stonehill College.
What skills is Thomas Yates known for?
Thomas Yates is listed with skills including Microsoft Word, Powerpoint, Microsoft Excel, Microsoft Office, Social Media, Event Planning, Information Technology, and Research.
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