Ben Satterfield Email & Phone Number
Financial Advisor @ Regatta Capital Group
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Ben Satterfield Location
- Sandy, UT, US
Ben Satterfield Work
- Financial Advisor @ (October 2020 - Present)
- Senior Vice President @ (March 2015 - August 2020)
- Vice President, National Advisory Consultant @ (September 2013 - March 2015)
- VP, Regional Specialist - Income NAV @ (January 2013 - September 2013)
- Regional Advisory Consultant @ (February 2012 - February 2013)
- Sales Desk Team Leader and Internal Wholesaler @ (September 2007 - February 2012)
- Personal Banker @ JPMorgan Chase Bank, N.A. (May 2006 - September 2007)
- Intern @ (January 2000 - January 2000)
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 and Cole Real Estate Investments. 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 3 emails and 1 mobile phone numbers on RocketReach.
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