William R. Yates III

Senior Executive Vice President, BB&T Corp & President & Chief Executive Officer, BB&T Securities at BB&T Securities LLC (Broker)

William R. Yates III

William R. Yates III

Senior Executive Vice President, BB&T Corp & President & Chief Executive Officer, BB&T Securities at BB&T Securities LLC (Broker)

Overview
Career Highlights

BB&T Securities LLC
Scott & Stringfellow Financial, Inc.
American Bank, Inc.

RelSci Relationships

1107

Number of Boards

2

Birthday

1959

Age

62

Contact Data
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Relationships
RelSci Relationships are individuals William R. Yates III likely has professional access to. A relationship does not necessarily indicate a personal connection.

Chief Financial Officer at BB&T Securities LLC (Broker)

Relationship likelihood: Strong

Head, Capital Markets at BB&T Securities LLC

Relationship likelihood: Strong

Chief Executive Officer at BB&T Securities LLC

Relationship likelihood: Strong

President & Chief Executive Officer at Securities Industry and Financial Markets Association, Inc.

Relationship likelihood: Strong

Managing Director & Head of Strategic Advisory Group, BB&T Capital Markets at BB&T Securities LLC

Relationship likelihood: Strong

Executive Vice President & General Counsel at Securities Industry and Financial Markets Association, Inc.

Relationship likelihood: Strong

Managing Director of Consumer & Retail Corporate Finance, BB&T Capital Markets at BB&T Securities LLC

Relationship likelihood: Strong

Senior Managing Director, Head of Private Placements at BB&T Capital Markets/Windsor Group LLC

Relationship likelihood: Strong

Senior Managing Director & Financial Advisor at BB&T Securities LLC

Relationship likelihood: Strong

Senior Managing Director & Financial Advisor, BB&T Scott & Stringfellow at BB&T Securities LLC

Relationship likelihood: Strong

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William R. Yates III
Senior Executive Vice President, BB&T Corp & President & Chief Executive Officer, BB&T Securities at BB&T Securities LLC (Broker)
Education

UNC Charlotte is North Carolina's urban research institution. The campus is located in the piedmont of North Carolina, just two hours from the mountains and three hours from the Atlantic Ocean. A large public university with a small college feel, more than 28,700 students consider UNC Charlotte’s 1,000-acre campus their home away from home.

Degree in Economics

The University of North Carolina at Chapel Hill also known as UNC, UNC-Chapel Hill, Chapel Hill, North Carolina, or simply Carolina is a coeducational public research university located in Chapel Hill, North Carolina, United States. North Carolina has been consistently ranked among the highest ranked universities in the United States and is one of the original eight Public Ivy schools that provide an Ivy League experience for a public schooling price. After being chartered in 1789, the university first began enrolling students in 1795, which allows it to be one of three schools to claim the title of the oldest public university in the United States.

Memberships
Member
Current

The United States Chamber of Commerce (USCC) is an American lobbying group representing the interests of many businesses and trade associations. It is not an agency of the United States government. The Chamber is staffed with policy specialists, lobbyists and lawyers. Politically, the Chamber is generally considered to be a conservative organization. It usually supports Republican political candidates, though it has occasionally supported conservative Democrats. The Chamber is one of the largest lobbying groups in the U.S., spending more money than any other lobbying organization on a yearly basis.

Member
Prior

American Bankers Association, Inc. represents, assists and provides support services to banks of different sizes and charters. Its membership includes community, regional, and money center banks and holding companies, as well as savings associations, trust companies, and savings banks. The company was founded in 1875 and is headquartered in Washington, DC.

Career History
Senior Executive Vice President, BB&T Corp & President & Chief Executive Officer, BB&T Securities
1989 - Current

BB&T Securities LLC, doing business as BB&T Capital Markets, is the broker/dealer subsidiary of BB&T Corp. (NYSE: BBT). The firm is headquartered in Richmond, Virginia. They offer a full array of investment, trading and execution services to middle-market companies.BB&T Capital Markets' sales and trading arm is comprised of 2 groups: Debt Securities Sales & Trading and Equity Sales & Trading. The Debt Securities Sales & Trading group focuses on: (1) Government and agency securities (2) corporate bonds (3) municipal bonds (4) asset-backed securities (5) mortgage-backed securities (6) preferred securities and (7) money market desk (short-term securities including BB&T funding). The Equity Sales & Trading group focuses on: (1) institutional block execution services (2) institutional distribution of proprietary research (3) providing proprietary access to industry leading conferences and management teams (4) serving as a NASDAQ market maker for over 250 securities (5) stock buybacks including 10b-18 and 10b5-1 trading plans and (6) 144 stock sales, individual 10b5-1 trading plans (buy and sell) and employee cashless stock option programs.BB&T Capital Markets provides research coverage of the communications, defense and government services, energy, financial services, furnishings and consumer durables, healthcare, industrial services, retail/consumer durables and transportation services sectors.

President & Chief Executive Officer
2013 - Prior

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. In UMAP the BB&T Securities and its IARs select one or more manager models, and/or separate account managers who will manage client’s discretionary account.

Chief Executive Officer
Prior - 2012

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

Political Donations
$200
2010

Chairman at Phoenix Academy

$250
2007

Chief Executive Officer, Treasurer & Director at First Bancorp - North Carolina

Public Holdings
Restricted data only for RelSci Professional users.
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