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Nicole Yates

Nicole Yates

Ria Custody Vice President | Folio Investing

Colorado Springs, Colorado, United States

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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.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Leadership Development

Emerging Technologies

Innovation

Organisational experience

Corporate Experience

Nicole Yates

Work Experience

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Ria Custody Vice President at

Goldman Sachs

Present

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RIA Custody Vice President at

Goldman Sachs

September 2020 - Present

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Financial Services Representative at

Folio Investing

March 2020 - Present

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Financial Advisor at

USAA

November 2016 - April 2019

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Financial Advisor at

VALIC

April 2016 - November 2016

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Financial Representative at

Fidelity Investments

October 2015 - December 2015

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PSC at

T. Rowe Price

August 2010 - October 2015

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Acting Senior at

T. Rowe Price

February 2014 - May 2014

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Nicole Yates

Education

Colorado State University - Global Campus

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

mail

************@usaa.com

************@goldmansachs.com

************@gs.com

Colleagues

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Kathy Wallman

Co-Founder and Board Member

Helen Shepro

Chief Marketing Officer

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Chamidu Umanga Abeysekera

Vice President Global Markets, Goldman Sachs

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Alan Smith

Vice President, Institutional Sales and National Retirement Consultant

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