About Me

Hi! I am Shelley Yates, and I am awesome. :)


I am originally from southeast Louisiana, aka the burbs around New Orleans. I still go back frequently to visit my parents (hi Mom and Dad!), to eat ridiculously good food, and to laissez les bon temps rouler. Mardi Gras is a really special time of year for my family, especially since I was Her Royal Majesty Queen XC of the Krewe of Carrollton in 2014. If I were you, I wouldn't pass up the opportunity to hire royalty, but that's just me...


In 2006, I came to Dallas to obtain my bachelor's degree from Southern Methodist University. I picked a major early (English), stuck with it, and graduated on time with a good GPA. So when I tell you I'm goal-oriented and will always get things done right on time or early, it's not just a line; I actually mean it. I never had a moment of "Oh no, what will I do with an English degree?" because, hello, what language are you reading this in right now? #NailedIt 

I have been affiliated with the financial industry since before I was born. Even before I graced the world with my presence, my dad was a CPA and financial advisor. Growing up, every family trip was related to his B/D, and my summer job was always working (ok, being a nuisance) in his office. The financial services industry is also where I've spent the majority of my career. While I've primarily been employed on the corporate side of the industry, the nature of my roles has given me ample opportunity to interact with small business owners. This means I'm well-versed in the needs of both large corporations and small businesses and can crush it equally well in both areas.

My first job out of college was in a call center customer service role, so I'm tougher than I look (sometimes) and probably over-enunciate. Besides ensuring that I never wanted to spend my days answering 60-80 phone calls per day again, this role set the foundation for my communications career by teaching me:

  • Being clear and concise gets the job done efficiently and effectively

  • Always communicate from the point of view of the person receiving the information

  • Research and experience are more important to communications than the words you use (i.e., you really have to know your products and services inside and out to communicate about them effectively)

In my next role, I caught the eye of legendary CMO Ruth Papazian. We used to joke that she kidnapped me over to the Marketing team, but the reality is that she gave me opportunity and direction and mentored me in a way I didn't fully appreciate until years later. I hope I honor her memory by being the fierce, driven, independent, accomplished woman she always challenged me to be.

Over the years, I have worked my way up in the financial services marketing world while working on my Masters, being Queen, renovating my home, and getting married (#multitasking). I have really honed my focus on what I'm good at: creating clear, concise messages for companies big and small that seek to really understand their customers. I don't know if I will spend my entire career in financial services or not, but I do know that I will always work hard and seek to put forth the best version of myself. And maybe crack a few jokes along the way.

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