Yancey Wade

Yancey Wade is an experienced professional in the financial services industry, currently serving as Operations Manager at SageSpring Wealth Partners since July 2019, where securities are offered through Raymond James Financial Services, Inc. Prior to this role, Yancey held positions including Business Conduct Examiner (Compliance Officer) at Wedbush Securities and Registered Wealth Management Associate at Comerica Bank. Additional experience includes roles as Relationship Officer at HSBC Private Bank, Private Client Banker at JPMorgan Chase, and Registered Associate at Citibank. Yancey also worked in sales at Translatus Inc. and pursued independent trading from 2003 to 2008. Earlier career highlights include Vice President of Equity Trading at Robertson, Stephens & Company and Institutional Equity Trader at Banc of America Securities. Educational background includes attendance at UC Santa Barbara and Saint Ignatius College Preparatory in San Francisco, CA.