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Paul Yates
Paul Yates
Vice President | Cohn Financial Group
Phoenix, Arizona, United States
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.
Paul Yates
Work Experience
Vice President at
Cohn Financial Group
October 2010 - Present
Director, Product Management & Sales Support at
M Financial Group
October 2006 - September 2010
Assistant Vice President at
Lincoln Financial
January 2005 - January 2006
Product Development Consultant at
Ing Reinsurance
May 2000 - December 2004
Actuarial Analyst at
Ameriprise Financial Services, LLC
January 1998 - January 2000
Actuarial Associate at
Central Tax and Financial Service Corporation
January 1996 - January 1997
Paul Yates
Education
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
**********@cfgllc.com
Colleagues
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