Trish Yates

Chief Financial Officer at HealthTeam Advantage

Trish Yates has a diverse work experience in various roles. Trish has worked at HealthTeam Advantage since 2017, starting as the Director of Accounting and Finance. In this role, they were responsible for the company's accounting and financial reporting, ensuring compliance with regulatory requirements. Trish then became the Vice President of Accounting and Finance in 2019 and later took on the position of Chief Financial Officer in 2022.

Before joining HealthTeam Advantage, Trish volunteered at Animal Friends for Education and Welfare, providing foster care for dogs and assisting with adoption events.

Trish also worked at Michael J. Hennessy Associates Inc. as a Controller from 2016 to 2017.

From 2006 to 2016, Trish worked at June Media Inc. in various roles, including CFO, VP of Operations, and Controller. In these positions, they reviewed operational reports, implemented strategies to improve profitability, negotiated contracts, and worked on capital-raising strategies.

Trish has also gained experience at Princeton Animal Hospital as an Extern, where they assisted with veterinary technician responsibilities.

Their earlier career includes working as a Sr Auditor at Ernst & Young from 2001 to 2006.

Trish Yates attended the University of Connecticut from 1999 to 2001, where they earned a Bachelor of Science (BS) degree in Accounting. In 2012, they enrolled at Mercer County Community College and studied Veterinary/Animal Health Technology/Technician and Veterinary Assistant, but did not obtain a degree. Trish Yates also possesses a certification as a Certified Public Accountant (CPA), although information regarding the institution and the specific dates of obtaining this certification are not provided.

Location

Greensboro, United States

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HealthTeam Advantage

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HealthTeam Advantage is a subsidiary of Cone Health, a not-for-profit health care network serving people in the greater Triad area of Greensboro, NC. At HealthTeam Advantage we have offered PPO Medicare Advantage plans since 2016 and have over 16,000 members as of October 2020. In January 2020 we launched a new chronic special needs plan (CSNP) for diabetes and congestive heart failure in Guilford County. Our Medicare Advantage plans have a special Healthcare Concierge model through our member services department, who are located right here in Greensboro. Our Medicare Advantage plans are all-in-one plans offering medical and prescription drug coverage plus extra benefits. The value of our Concierge customer service model is rewarded with a high 95% retention rate of our members. HealthTeam Advantage employees are offered great benefits plus training and development as part of their role within the company. In addition to an open environment where employees are encouraged to collaborate and give insight into on-going projects, they are also offered the ability to join community events that our company supports. These events include the Rubber Duck Race by the March of Dimes and JDFR One Walk, who leads the fight against Type 1 diabetes. Even in a time where most employees are working from home, we continue to be a close-knit family and have a weekly call with all company employees and our president, Brendan Hodges. This call is a time for company updates, questions and recognition of birthdays and years of service. We value diversity, and recognition of our most important resource, our employees.