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Paul Yates

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Paul Yates

Vice President | Cohn Financial Group

Phoenix, Arizona, United States

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Paul Yates

Summary

Paul Yates is a seasoned Vice President at Cohn Financial Group, specializing in executive benefits and life insurance with over 25 years of experience in the ultra-affluent market. With a strong background as an actuary, he has excelled in various roles including life insurance planning and product management. His previous position as Director of Product Management at M Financial Group allowed him to enhance his expertise in competitive intelligence and advanced planning. Paul is recognized for his contributions to the financial services industry, including his work as a contributing editor for a prestigious guide on life insurance. He is a Fellow in the Society of Actuaries and holds the CLU designation, showcasing his commitment to professional development. His leadership and innovative approach have made significant impacts in the organizations he has worked with. Paul is based in Phoenix, Arizona, and is actively engaged in shaping the future of financial consulting.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Leadership Development

Organisational experience

Corporate Experience

Paul Yates

Work Experience

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Vice President at

Cohn Financial Group

October 2010 - Present

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Director, Product Management & Sales Support at

M Financial Group

October 2006 - September 2010

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Assistant Vice President at

Lincoln Financial

January 2005 - January 2006

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Product Development Consultant at

Ing Reinsurance

May 2000 - December 2004

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Actuarial Analyst at

Ameriprise Financial Services, LLC

January 1998 - January 2000

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Actuarial Associate at

Central Tax and Financial Service Corporation

January 1996 - January 1997

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Paul Yates

Education

Brigham Young University, Bs

January 1989 - January 1995

Frequently Asked Questions about Paul Yates

What is Paul Yates email address?

Paul Yates's primary email address is **********@cfgllc.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Paul Yates work for?

Paul Yates is a Vice President at Cohn Financial Group, a company specializing in Agencies, Brokerages, & Other Insurance Related Activities.

Where Paul Yates graduated from?

Paul Yates holds a degree in Statistics from Brigham Young University.

How can I directly contact Paul Yates?

To contact Paul Yates directly, you can use the email address **********@cfgllc.com. Complete contact information is available upon registration with Muraena.

Who is Paul Yates?

Paul Yates is a seasoned Vice President at Cohn Financial Group, specializing in executive benefits and life insurance with over 25 years of experience in the ultra-affluent market. With a strong background as an actuary, he has excelled in various roles including life insurance planning and product management. His previous position as Director of Product Management at M Financial Group allowed him to enhance his expertise in competitive intelligence and advanced planning. Paul is recognized for his contributions to the financial services industry, including his work as a contributing editor for a prestigious guide on life insurance. He is a Fellow in the Society of Actuaries and holds the CLU designation, showcasing his commitment to professional development. His leadership and innovative approach have made significant impacts in the organizations he has worked with. Paul is based in Phoenix, Arizona, and is actively engaged in shaping the future of financial consulting.

Paul`s contact details

mail

**********@cfgllc.com

Colleagues

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Mike Cohn

Area President

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Brian Deane

Area President

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