Trey Yates
8722 Executive Woods Dr, Lincoln,NE
Summary
Driven and disciplined recent college graduate and former student-athlete with hands-on experience in banking and financial services. Currently serving as a Financial Advisor Associate at First Investments and Planning, supporting client relationship management, financial planning, and portfolio coordination. Recognized for strong work ethic, adaptability, and a commitment to continuous growth. Actively pursuing an MBA and seeking a long-term opportunity within a reputable financial services firm where I can develop deep expertise, contribute meaningfully, and grow into greater responsibility over time.
Overview
1
1
year of professional experience
Work History
Financial Advisor Associate
First Investments and Planning (FNBO)
05.2025 - Current
- Assisted clients in understanding financial products and services, enhancing overall customer satisfaction.
- Utilized financial planning software to prepare detailed reports and analysis for client presentations.
- Ensured compliance with all relevant laws and regulations by meticulously reviewing documentation related to client accounts.
- Collaborated with senior advisors to streamline operational workflows and improve service delivery.
Personal Banker
First National Bank Omaha
08.2024 - 05.2025
- Assisted customers with account inquiries and transactions, ensuring a high level of service quality.
- Educated clients on banking products and services, enhancing customer awareness and engagement.
- Collaborated with team members to identify customer needs and recommend tailored financial solutions.
- Resolved client issues promptly through effective communication, fostering strong customer relationships.
Education
MBA - Investment Science
University of Nebraska At Omaha
Omaha, NE12-2026
Bachelor of Arts - Psychology
Doane University
Crete, NE05-2024
Skills
- Wealth management
- Investment strategies
- Financial services
- Customer service
- Attention to detail
- Relationship building and management
Timeline
Financial Advisor Associate
First Investments and Planning (FNBO)
05.2025 - Current
Personal Banker
First National Bank Omaha
08.2024 - 05.2025
MBA - Investment Science
University of Nebraska At Omaha
Bachelor of Arts - Psychology
Doane University