Brandon Bates Email & Phone Number
Managing Director, Private Banking Solutions @ SEI
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Brandon Bates Location
- Havertown, PA, US
Brandon Bates Work
- 2019 -now Managing Director, Private Banking Solutions @
- 2006 -2019 Senior Product Manager @
- 2000 -2006 Service Representative and Manager @
- 1996 -1999 Fund Accountant and Supervisor @
Brandon Bates Education
- Saint Joseph's University - Erivan K. Haub School of Business
MBA (Management)
2000-2002 - Drexel University's LeBow College of Business
BS (Finance)
1991-1996
Brandon Bates Skills
- e-sig
- Budget Management
- Product Operations
- Product Management
- Project Management
- Financial Services
- Management
- Mutual Funds
- Strategic Financial Planning
- Portfolio Management
- Product Development
- Financial Analysis
- Equities
- Financial Planning
- Wealth Management
- Microsoft Office
- PowerPoint
- Training
- Microsoft Word
- Investments
- Strategic Financial
- Strategic Planning
- Leadership
Brandon Bates Summary
- Brandon Bates, based in Havertown, PA, US, is currently a Managing Director, Private Banking Solutions at SEI. Brandon Bates brings experience from previous roles at SEI. Brandon Bates holds a 2000 - 2002 MBA in Management @ Saint Joseph's University - Erivan K. Haub School of Business. With a robust skill set that includes e-sig, Budget Management, Product Operations, Product Management, Project Management and more. Brandon Bates has 4 emails and 2 mobile phone numbers on RocketReach.
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