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Rufus Yates
Directeur/Membre du Conseil chez
Securities Industry & Financial Markets Association, Inc.
Profil
William Rufus Yates is currently a Director at Securities Industry & Financial Markets Association, Inc. and a Member at Chamber of Commerce of The United States of America.
Previously, he was the Chief Executive Officer at Scott & Stringfellow Financial, Inc. and the President & Chief Executive Officer at BB&T Securities LLC from 2013 to 2021.
He also held the position of Senior Executive Vice President at BB&T Corp.
Additionally, he was the Chief Lending Officer at American Bank, Inc. in 1988 and a Principal at Wachovia Bank NA (Charlotte, North Carolina) in 1985.
He was also a Member of American Bankers Association, Inc. Mr. Yates obtained an undergraduate degree from The University of North Carolina at Charlotte.
Postes actifs de Rufus Yates
| Sociétés | Poste | Début |
|---|---|---|
Securities Industry & Financial Markets Association, Inc.
 Securities Industry & Financial Markets Association, Inc. Miscellaneous Commercial ServicesCommercial Services Operates a lobbying association for the financial services industry | Directeur/Membre du Conseil | - |
Chamber of Commerce of The United States of America
 Chamber of Commerce of The United States of America Miscellaneous Commercial ServicesCommercial Services Chamber of Commerce | Corporate Officer/Principal | - |
Anciens postes connus de Rufus Yates
| Sociétés | Poste | Fin |
|---|---|---|
BB&T Securities LLC
 BB&T Securities LLC Investment ManagersFinance BB&T Securities provides investment advice on a broad array of stocks, bonds, money markets, municipal bonds and annuities. Though their Spectrum Investment Program, the firm assists clients in the selection of independent investment advisors to manage their assets. In this investment advisory capacity, they do not provide investment advice regarding securities in the construction of an investment portfolio. Through their CHOICE Wrap Portfolios, BB&T Securities provides investment advisory services to client accounts on a discretionary basis using one or more of 6 portfolios managed by Sterling Capital Management, a subsidiary of BB&T Corp. The firm’s Unified Managed Account Program is a discretionary account which incorporates various investment products including: manager model portfolios, separate account managers, mutual funds and ETFs. | Directeur Général | - |
Scott & Stringfellow Financial, Inc.
 Scott & Stringfellow Financial, Inc. Investment ManagersFinance Scott & Stringfellow is a large-cap value manager. They invest primarily in the stocks of US companies in the technology, energy minerals and consumer non-durables sectors. The firm maintains a medium turnover rate | President | 31/12/2012 |
| AMERICAN BANK INCORPORATED | Corporate Officer/Principal | 31/12/1988 |
Wachovia Bank NA (Charlotte, North Carolina)
 Wachovia Bank NA (Charlotte, North Carolina) Major BanksFinance Provides commercial banking services | Corporate Officer/Principal | 31/12/1985 |
American Bankers Association, Inc.
 American Bankers Association, Inc. Miscellaneous Commercial ServicesCommercial Services Operates as banking trade association | Corporate Officer/Principal | - |
Formation de Rufus Yates
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
92
Relations au 1er degré
9
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 9 |
|---|---|
BB&T Corp.
 BB&T Corp. Major BanksFinance Operates as a bank holding company whose subsidiary provides banking services | Finance |
American Bank, Inc.
 American Bank, Inc. Regional BanksFinance Operates as a bank holding company whose subsidiary provides banking services | Finance |
Scott & Stringfellow Financial, Inc.
Scott & Stringfellow Financial, Inc. Investment ManagersFinance Scott & Stringfellow is a large-cap value manager. They invest primarily in the stocks of US companies in the technology, energy minerals and consumer non-durables sectors. The firm maintains a medium turnover rate | Finance |
Wachovia Bank NA (Charlotte, North Carolina)
Wachovia Bank NA (Charlotte, North Carolina) Major BanksFinance Provides commercial banking services | Finance |
American Bankers Association, Inc.
American Bankers Association, Inc. Miscellaneous Commercial ServicesCommercial Services Operates as banking trade association | Commercial Services |
Chamber of Commerce of The United States of America
Chamber of Commerce of The United States of America Miscellaneous Commercial ServicesCommercial Services Chamber of Commerce | Commercial Services |
Securities Industry & Financial Markets Association, Inc.
Securities Industry & Financial Markets Association, Inc. Miscellaneous Commercial ServicesCommercial Services Operates a lobbying association for the financial services industry | Commercial Services |
The University of North Carolina at Charlotte
 The University of North Carolina at Charlotte Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
BB&T Securities LLC
BB&T Securities LLC Investment ManagersFinance BB&T Securities provides investment advice on a broad array of stocks, bonds, money markets, municipal bonds and annuities. Though their Spectrum Investment Program, the firm assists clients in the selection of independent investment advisors to manage their assets. In this investment advisory capacity, they do not provide investment advice regarding securities in the construction of an investment portfolio. Through their CHOICE Wrap Portfolios, BB&T Securities provides investment advisory services to client accounts on a discretionary basis using one or more of 6 portfolios managed by Sterling Capital Management, a subsidiary of BB&T Corp. The firm’s Unified Managed Account Program is a discretionary account which incorporates various investment products including: manager model portfolios, separate account managers, mutual funds and ETFs. | Finance |
