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
- Private Wealth Advisor @ (April 2023 - Present)
- Private Wealth Service Advisor @ (September 2019 - April 2023)
- Vice President - Portfolio Management @ Domus Capital Group, LLC (November 2012 - September 2019)
- Senior Registered Client Associate @ (January 2009 - January 2012)
- Registered Client Associate @ (January 2007 - January 2009)
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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