Michelle G Yates

Relationship Manager

Michelle G Yates is a eficient professional, working in Raa - Financial Advisors main office of which is in 2. as a Relationship Manager from 2017. Michelle has earned professional experience in more than seven positions at different companies. Michelle G Yates went to the Judson University and got education there. This professional has the following qualifications: Series 65, Certificate In Paraplanning, and Behavioral Financial Advisor. Dallas, Texas is the area, where this expert was known to settle. This professional's email address and phone number are easily accessed through SoftwareOfficial on demand.
Name variants:
Michele Yates, Mickey Yates, Shelly Yates
Last updated Jun 08, 2024

Contact Information

Last Update
Jul 11, 2022
Location
Dallas, TX
Company
Raa - Financial Advisors

Workplace

Relationship Manager

Work History

Relationship Manager

15725 Dallas Pkwy SUITE 220, Addison, TX 75001
from Feb 2017

Client Relationship Manager

20985 Lava Flow Ln, Bend, OR 97701
Strategic Wealth Partners is the marketing name for business conducted through Lincoln Financial Advisors Corp. CRN-1596962-091916
Sep 2016 — Feb 2017

Advisor

1601 south Mo Pac Expy, Austin, TX 73301
Jun 2012 — Sep 2016

Client Service Administrator

Rockford, IL
2010 — 2012

Private Banking Sales Coordinator

111 west Monroe St, Chicago, IL 60603
2007 — 2009

Trust Associate

3003 east Washington Ave, Madison, WI 53704
2002 — 2007

Deputy Clerk

1998 — 2002

Education

Occupations

Sales Specialist
Relationship Manager
Accountant
Finance and Accounting Specialist
Account Service Manager
Customer Service
Accounting Bookkeeper
Bookkeeper

FAQs about Michelle G Yates

What's the profession of Michelle G Yates?

This professional's job is Relationship Manager

What are the main profession of The professional?

These person's professions are Sales Specialist and Relationship Manager

Where does Michelle G Yates currently live?

Michelle lives in Dallas, Texas.

Where did Michelle G Yates work?

Michelle G Yates worked at Raa - Financial Advisors, Strategic Wealth Management, Llc.

Where has Michelle G Yates studied?

Michelle studied at the Judson University.

What are the certifications of Michelle G Yates?

The professional received the following certifications: Series 65, Certificate In Paraplanning, Behavioral Financial Advisor, Certified Divorce Financial Analyst (Cdfa), and Certificate In Financial Planning.

What is professional industry that Michelle G Yates is connected to?

This person works in Financial Services industry.
Login