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James Yates
James Yates
Vice President | White Oak Global Advisors
San Francisco, California, United States
James Yates
Summary
James Yates is a seasoned finance professional currently serving as Vice President at White Oak Global Advisors, LLC in San Francisco. With a strong background in financial services, he has demonstrated a progressive career trajectory, moving from roles such as Fixed Income Sales & Trading Summer Analyst at Wells Fargo to Senior Associate before his current position. James holds a degree in Finance from Wake Forest University, which has provided him with a solid foundation in financial principles and practices. His experience spans across various roles in financial analysis and advisory, showcasing his adaptability and expertise in the sector. Known for his strategic thinking and leadership capabilities, James is committed to driving growth and innovation within his organization. He is passionate about leveraging emerging technologies to enhance financial services. Outside of his professional pursuits, he enjoys exploring the dynamic landscape of San Francisco.
James Yates
Work Experience
Vice President at
White Oak Global Advisors
November 2023 - Present
Senior Associate at
White Oak Global Advisors
May 2021 - November 2023
Associate at
White Oak Global Advisors
July 2019 - May 2021
Senior Analyst at
White Oak Global Advisors
November 2017 - July 2019
CAS at
GENERAL ELECTRIC DO BRASIL
June 2016 - November 2017
Financial Management Program at
GENERAL ELECTRIC DO BRASIL
January 2014 - May 2016
Fixed Income Sales & Trading Summer Analyst at
Wells Fargo & Company
June 2012 - August 2012
James Yates
Education
January 2009 - January 2013
Frequently Asked Questions about James Yates
What is James Yates email address?
James Yates's primary email address is ***********@wellsfargo.com. To view the full verified email and additional contact details, sign up for free with Muraena.
What company does James Yates work for?
James Yates is a Vice President at White Oak Global Advisors, a company specializing in Functions related to depository banking.
Where James Yates graduated from?
James Yates holds a degree in Finance from Wake Forest University.
How can I directly contact James Yates?
To contact James Yates directly, you can use the email address ***********@wellsfargo.com. Complete contact information is available upon registration with Muraena.
Who is James Yates?
James Yates is a seasoned finance professional currently serving as Vice President at White Oak Global Advisors, LLC in San Francisco. With a strong background in financial services, he has demonstrated a progressive career trajectory, moving from roles such as Fixed Income Sales & Trading Summer Analyst at Wells Fargo to Senior Associate before his current position. James holds a degree in Finance from Wake Forest University, which has provided him with a solid foundation in financial principles and practices. His experience spans across various roles in financial analysis and advisory, showcasing his adaptability and expertise in the sector. Known for his strategic thinking and leadership capabilities, James is committed to driving growth and innovation within his organization. He is passionate about leveraging emerging technologies to enhance financial services. Outside of his professional pursuits, he enjoys exploring the dynamic landscape of San Francisco.
James`s contact details
***********@wellsfargo.com
***********@whiteoaksf.com
Colleagues
Partner, Managing Director
VP, Controller
Partner and Chief Lending Officer
Partner
Vice President
Managing Director
Managing Partner
Partner & Co-President
VP / Acct Exec (Capital Business Credit)
Managing Director, Partner, Originations