Ben Satterfield Email & Phone Number
Financial Advisor @ Regatta Capital Group
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Ben Satterfield Location
- Sandy, UT, US
Ben Satterfield Work
- 2020 - now Financial Advisor @
- 2015 - 2020 Senior Vice President @
- 2013 - 2015 Vice President, National Advisory Consultant @
- 2013 - 2013 VP, Regional Specialist - Income NAV @
- 2012 - 2013 Regional Advisory Consultant @
- 2007 - 2012 Sales Desk Team Leader and Internal Wholesaler @
- 2006 - 2007 Personal Banker @ JPMorgan Chase Bank, N.A.
- 2000 - 2000 Intern @
Ben Satterfield Education
- Miami University
Bachelor of Science in Business (Finance, Acounting, Economics)
1998 - 2003
Ben Satterfield Skills
- Alternative Investments
- Mutual Funds
- Financial Advisory
- Retirement Planning
- Investments
- Outside Sales
- Asset Allocation
- Investment Strategies
- Series 63
- Series 7
- Mortgage Banking
- Fixed Annuities
- Banking
- Wealth Management
- Asset Management
- Finance
- Financial Services
- Sales
- Trading
- Salesforce.com
- Relationship Management
- BDCs
- Face to Face Sales
- Series 6
- Territory Development
- Sales Logix
- RIAs
- Wirehouses
- Series 65
- REITS
Ben Satterfield Summary
- Ben Satterfield, based in Sandy, UT, US, is currently a Financial Advisor at Regatta Capital Group. Ben Satterfield brings experience from previous roles at Griffin Capital Company, LLC, Cole Real Estate Investments and Cole Capital. Ben Satterfield holds a 1998 - 2003 Bachelor of Science in Business in Finance, Acounting, Economics @ Miami University. With a robust skill set that includes Alternative Investments, Mutual Funds, Financial Advisory, Retirement Planning, Investments and more. Ben Satterfield has 2 emails and 1 mobile phone numbers on RocketReach.
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