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Nicole Yates
Nicole Yates
Ria Custody Vice President | Folio Investing
Colorado Springs, Colorado, United States
Nicole Yates
Summary
Nicole Yates is an accomplished Vice President at Goldman Sachs, specializing in RIA Custody. With over 13 years of experience in account and relationship management, she has a proven track record of building and maintaining relationships with C-suite executives in the financial sector. Nicole excels in delivering tailored presentations and creating bespoke client experiences, demonstrating her ability to identify and capitalize on sales opportunities exceeding 500 million. Her expertise spans various areas including investment management, financial planning, and business development. Nicole's educational background includes a bachelor's degree from Colorado State University and an associate's degree from Pikes Peak Community College. She is known for her strong communication skills and her capacity to motivate teams towards achieving strategic goals. Outside of her professional life, Nicole is passionate about coaching and leadership development, constantly seeking to innovate within the financial services industry.
Nicole Yates
Work Experience
Ria Custody Vice President at
Goldman Sachs
Present
RIA Custody Vice President at
Goldman Sachs
September 2020 - Present
Financial Services Representative at
Folio Investing
March 2020 - Present
Financial Advisor at
USAA
November 2016 - April 2019
Financial Advisor at
VALIC
April 2016 - November 2016
Financial Representative at
Fidelity Investments
October 2015 - December 2015
PSC at
T. Rowe Price
August 2010 - October 2015
Acting Senior at
T. Rowe Price
February 2014 - May 2014
Nicole Yates
Education
Colorado State University - Global Campus
Pikes Peak Community College, Associates
Colorado State University, MBA, Bachelors
January 1970
Frequently Asked Questions about Nicole Yates
What is Nicole Yates email address?
Nicole Yates's primary email address is ************@usaa.com. To view the full verified email and additional contact details, sign up for free with Muraena.
What company does Nicole Yates work for?
Nicole Yates is a Ria Custody Vice President at Folio Investing, a company specializing in Monetary Authorities-Central Bank.
Where Nicole Yates graduated from?
Nicole Yates holds a degree in from Colorado State University - Global Campus.
How can I directly contact Nicole Yates?
To contact Nicole Yates directly, you can use the email address ************@usaa.com. Complete contact information is available upon registration with Muraena.
Who is Nicole Yates?
Nicole Yates is an accomplished Vice President at Goldman Sachs, specializing in RIA Custody. With over 13 years of experience in account and relationship management, she has a proven track record of building and maintaining relationships with C-suite executives in the financial sector. Nicole excels in delivering tailored presentations and creating bespoke client experiences, demonstrating her ability to identify and capitalize on sales opportunities exceeding 500 million. Her expertise spans various areas including investment management, financial planning, and business development. Nicole's educational background includes a bachelor's degree from Colorado State University and an associate's degree from Pikes Peak Community College. She is known for her strong communication skills and her capacity to motivate teams towards achieving strategic goals. Outside of her professional life, Nicole is passionate about coaching and leadership development, constantly seeking to innovate within the financial services industry.
Nicole`s contact details
************@usaa.com
************@goldmansachs.com
************@gs.com
Colleagues
Co-Founder and Board Member
Chief Marketing Officer
Vice President Global Markets, Goldman Sachs
Vice President, Institutional Sales and National Retirement Consultant