Share This Profile
Share this profile on Facebook.
Link to this profile on LinkedIn.
Tweet this profile on Twitter.
Email a link to this profile.
See other services through which you can share this profile.
This profile was last updated on 2/14/15  and contains information from public web pages and contributions from the ZoomInfo community.

Michelle G. Yates

Wrong Michelle G. Yates?

Client Service Associate

Phone: (512) ***-****  HQ Phone
Email: m***@***.com
Durbin Bennett Peterson LLP
100 Congress Ave Ste 1600
Austin , Texas 78701
United States

Company Description: DURBIN BENNETT PETERSON | Tax Advisors is a tax and financial consulting firm providing tax planning and compliance services to high wealth individuals, their...   more
Background

Employment History

  • Deputy Clerk
    Winnebago County Courthouse

Education

  • Bachelor of Arts degree , Management and Leadership
    Judson University
Web References
Private Wealth Management | www.dbpaustin.com
www.durbinbennett.com, 14 Feb 2015 [cached]
Michelle Yates Client Service Associate
Michelle Yates | www.dbpaustin.com
www.durbinbennett.com, 14 Feb 2015 [cached]
Home > Michelle Yates
...
Michelle Yates
...
Michelle Yates
Client Service Associate
Michelle is responsible for client administrative and operational needs, including investment and financial planning reports, account maintenance and monitoring, and general support. She has over ten years of experience in the financial services industry with a heavy concentration in wealth management, trust, estate planning, retirement planning, and insurance. She joined Durbin Bennett in July 2012.
Prior to joining our firm, Michelle was a former Private Banking Sales Coordinator as well as a Trust Associate for a bank and trust firm in Illinois. Before beginning her career in the financial services industry, she was a Deputy Clerk at the Winnebago County Courthouse in Rockford, Illinois.
Michelle earned an Associates of Applied Science degree in Legal Assisting from Rockford Business College, in Illinois, then went on to earn a Bachelor of Arts degree in Management and Leadership from Judson University in Rockford, Illinois. She also holds a Certificate in Paraplanning Development from the American College of Financial Services.
Home > Michelle ...
www.durbinbennettpeterson.com, 2 Nov 2013 [cached]
Home > Michelle Yates
...
Michelle Yates
...
Michelle Yates
Client Service Associate
Michelle is responsible for client administrative and operational needs, including investment and financial planning reports, account maintenance and monitoring, and general support. She has over ten years of experience in the financial services industry with a heavy concentration in wealth management, trust, estate planning, retirement planning, and insurance. She joined Durbin Bennett Peterson in July 2012.
Prior to joining DBP, Michelle was a former Private Banking Sales Coordinator as well as a Trust Associate for a bank and trust firm in Illinois. Before beginning her career in the financial services industry, she was a Deputy Clerk at the Winnebago County Courthouse in Rockford, Illinois.
Michelle earned an Associates of Applied Science degree in Legal Assisting from Rockford Business College, in Illinois, then went on to earn a Bachelor of Arts degree in Management and Leadership from Judson University in Rockford, Illinois.
Other People with the name "Yates":
Other ZoomInfo Searches
Accelerate your business with the industry's most comprehensive profiles on business people and companies.
Find business contacts by city, industry and title. Our B2B directory has just-verified and in-depth profiles, plus the market's top tools for searching, targeting and tracking.
Atlanta | Boston | Chicago | Houston | Los Angeles | New York
Browse ZoomInfo's business people directory. Our professional profiles include verified contact information, biography, work history, affiliations and more.
Browse ZoomInfo's company directory. Our company profiles include corporate background information, detailed descriptions, and links to comprehensive employee profiles with verified contact information.
zirhbt201304