Carol Bates Email & Phone Number
Private Wealth Advisor @ Strategic View Advisors
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Carol Bates Location
- Los Angeles, CA, US
Carol Bates Work
- 2023 -now Private Wealth Advisor @
- 2019 -2023 Private Wealth Service Advisor @
- 2012 -2019 Vice President - Portfolio Management @ Domus Capital Group, LLC
- 2009 -2012 Senior Registered Client Associate @
- 2007 -2009 Registered Client Associate @
Carol Bates Education
- San Diego State University-California State University
Executive Financial Planner Program (Financial Planning)
2015-2016 - California Polytechnic State University-San Luis Obispo
Bachelor of Business Administration (B.B.A.) (Finance, General)
2003-2007
Carol Bates Summary
- Carol Bates, based in Los Angeles, CA, US, is currently a Private Wealth Advisor at Strategic View Advisors. Carol Bates brings experience from previous roles at Strategic View Advisors, Domus Capital Group, LLC, Wells Fargo Advisors and UBS Wealth Management. Carol Bates holds a 2015 - 2016 Executive Financial Planner Program in Financial Planning @ San Diego State University-California State University. Carol Bates has 1 mobile phone numbers on RocketReach.
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