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James Yates

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James Yates

Vice President | White Oak Global Advisors

San Francisco, California, United States

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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.

General

Specialist

Technical Background

Leadership Experience

Moderate Tenure

Professional interests

Industry-specific interests

Emerging Technologies

Leadership Development

Organisational experience

Corporate Experience

James Yates

Work Experience

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Vice President at

White Oak Global Advisors

November 2023 - Present

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Senior Associate at

White Oak Global Advisors

May 2021 - November 2023

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Associate at

White Oak Global Advisors

July 2019 - May 2021

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Senior Analyst at

White Oak Global Advisors

November 2017 - July 2019

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CAS at

GENERAL ELECTRIC DO BRASIL

June 2016 - November 2017

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Financial Management Program at

GENERAL ELECTRIC DO BRASIL

January 2014 - May 2016

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Fixed Income Sales & Trading Summer Analyst at

Wells Fargo & Company

June 2012 - August 2012

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James Yates

Education

Wake Forest University, Bs

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

mail

***********@wellsfargo.com

***********@whiteoaksf.com

Colleagues

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Paul Ahrens

Partner, Managing Director

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Polina Sorokina Cpa

VP, Controller

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Steven Ruth

Partner and Chief Lending Officer

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Kai Fang Cfa

Vice President

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Kenneth Pereira

Managing Director

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Barbara Mckee

Managing Partner

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David Hackett

Partner & Co-President

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Katherine Griffin

VP / Acct Exec (Capital Business Credit)

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Christopher Gouskos

Managing Director, Partner, Originations

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