Christina Burns Yates
About Christina Burns Yates
Christina Burns Yates is a Senior Project Coordinator at Russell Investments, where she has worked since 2013. She has extensive experience in financial services, having held various roles at companies such as Raymond James Trust N.A. and Principal Financial Group.
Current Role at Russell Investments
Christina Burns Yates serves as a Senior Project Coordinator at Russell Investments, a position she has held since 2013. In this role, she supports the AIS Sales Team and Regional Directors by managing various administrative functions. Her responsibilities include maintaining expense reports and ensuring compliance submissions are accurate and timely. Her work contributes to the overall efficiency of the sales team.
Previous Experience at Raymond James Trust N.A.
Prior to her current role, Christina worked at Raymond James Trust N.A. as an Associate Trust Officer from 2002 to 2012. During her decade-long tenure in Tacoma, WA, she gained experience in trust management and client services. This role provided her with a solid foundation in financial services and client relationship management.
Background in Financial Services
Christina has a diverse background in the financial services industry. She worked at Principal Financial Group as a Marketing Assistant from 2001 to 2003, where she supported marketing initiatives. Additionally, she served as a Client Service Specialist at Financial Insights, Inc. for a brief period in 2012. Her early career included a role as a Client Associate at Merrill Lynch from 1998 to 2001, further enhancing her client service skills.
Education and Professional Development
Christina studied at Cannon Financial Institute, where she focused on Trust and Estate from 2004 to 2007. This educational background provided her with specialized knowledge in trust management, which has been beneficial throughout her career in financial services.
Expertise in Sales and Marketing Management
Christina possesses expertise in managing sales and marketing reviews, distribution, and client reimbursements. Her skills in these areas have been instrumental in supporting the AIS Sales Team at Russell Investments, ensuring that administrative processes align with sales objectives.