Since 2014, Dan Yates has been working in First Pacific Advisors (Fpa) situated 2, 2. This professional is a competent Senior Vice President, Head of Consultant Relations with over 25 years of work experience. According to Dan's resume and work profile, the professional has worked at more than nine places with diverse backgrounds and gained different skills. Dan Yates studied at the Old Dominion University from 2015 to 2019. Dan has professional certification in Series 7 - General Securities Representative Examination and Series 66 - Uniform Combined State Law Examination. Dan can be found in Portland, Oregon – where this expert currently lives. You can contact with Dan by searching for phone number or email or get exhaustive information by requesting access to Dan Yates's details.
Name variants:
Daniel Yates
Last updated May 02, 2024
Contact Information
Last Update
Jul 11, 2022
Email
dy**@csimllc.com
Location
Portland, OR
Company
Workplace
Senior Vice President, Head of Consultant Relations
Los Angeles, CA
Industry
Financial Services, Investment Advisory Service, Investment Management, Management Investment, Open-ended
Colleagues
Work History
Senior Vice President, Head of Consultant Relations
11601 Wilshire Blvd, Los Angeles, CA 90025
FPA is a leading practitioner of value investing. Providing a prudent place to invest, we focus on generating superior returns over the long-term coupled with capital preservation. We consid...
from May 1, 2014
Partner
15350 southwest Sequoia Pkwy SUITE 250, Portland, OR 97224
Jun 2007 — Dec 2013
Partner, Senior Consultant
1211 southwest 5Th Ave SUITE 900, Portland, OR 97204
2004 — 2007
Vice President and Manager
1125 northwest Couch St SUITE 900, Portland, OR 97209
Nov 2001 — Feb 2004
Education
2015 — 2019
1989 — 1991
1984 — 1988
1982 — 1984
Occupations
Executive
Senior Vice President
Counselor
Vice President
Chief Executive
Advisor
Skills
Alternative Investments
Hedge Funds
Asset Management
Investment Management
Equities
Asset Allocation
Private Equity
Investment Strategies
Investments
Portfolio Management
Due Diligence
Fund of Funds
Valuation
Mutual Funds
Financial Modeling
Equity Research
Fixed Income
Portfolio Performance Analysis
Series 7
Series 66
Life and Health Insurance Licenses
Variable Annuities
Long Term Care Insurance
Retirement Planning
Residential Homes
Home Refinance
Uniform Combined State Law
Small Business
Financial Services
Finance
High Net Worth Individuals
401K Rollovers