Collin Yates is an Institutional Client Service & Operations Associate at CAPTRUST, having begun this role in 2024. A graduate of North Carolina State University's Poole College of Management in 2021, Collin brings experience from various sectors, including wealth management and SaaS sales. They previously served as a Wealth Client Specialist at First Citizens Bank, where they provided retirement planning services and managed corporate trust accounts. Collin's early career included positions as a Territory Development Representative at Varonis and internships at Gallagher and Precision Walls, Inc.
Location
Raleigh, United States