Ben Bates Email & Phone Number
Head of Relationship Management West
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Ben Bates Location
- Phoenix, AZ, US
Ben Bates Work
- 2025 - now Head of Relationship Management West @ MissionSquare
- 2021 - now TBD @ Something Very Exciting is coming
- 2021 - 2025 Vice President Institutional Sales @
- 2018 - 2021 Vice President Key Account @
- 2014 - 2018 National Accounts Client Relationship Manager @
- 2008 - 2014 Senior EBS @
- 2006 - 2008 Retirement Education Specialist @
Ben Bates Education
- University of Arizona
BA (Spanish minor in Finance)
1996 - 2001 - ITESM 1997 - 1999
Ben Bates Skills
- 403(b) Plans
- Nonprofit Organizations
- Healthcare
- Multi-Channel Marketing
- New Business Development
- Marketing
- Business Development
- Account Management
- Strategic Planning
- Leadership
- Sales
- Retirement Planning
- Presentations
- Qualified Retirement Plans
- Series 7
- ERISA
- Investments
- Employee Benefits
- 401k
- Financial Services
- Retirement
- Pensions
- FINRA
- Fixed Annuities
- Mutual Funds
- Retirement Plan Consulting
- Series 63
- Customer Relationship Management (CRM)
- Business Process Improvement
- Key Account Management
- Sales Management
- Education
- Banking
- Supervisor
- Management
- Customer Relationship Management Crm
- Customer Relationship Management
Ben Bates Summary
- Ben Bates, based in Phoenix, AZ, US, is currently a Head of Relationship Management West at MissionSquare. Ben Bates brings experience from previous roles at Something Very Exciting is coming, MissionSquare Retirement, LeafHouse Financial Advisors, LLC. and Nationwide Financial. Ben Bates holds a 1996 - 2001 BA in Spanish minor in Finance @ University of Arizona. With a robust skill set that includes 403(b) Plans, Nonprofit Organizations, Healthcare, Multi-Channel Marketing, New Business Development and more. Ben Bates has 1 emails and 3 mobile phone numbers on RocketReach.
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