Casey Bates Email & Phone Number

President and Founder @ CSB ENTERPRISES

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Casey Bates Location

Boca Raton, FL, US

Casey Bates Work

@ CSB ENTERPRISES
2025 - now President and Founder @ CSB ENTERPRISES
2023 - 2025 Managing Director, Strategy and Growth @ Concurrent

2019 - 2022 Vice President @ Goldman Sachs
2017 - 2019 VP Enterprise Office Performance @ United Capital Financial Advisors, LLC
2015 - 2017 VP Strategic Integration and Virtual Office @ United Capital Financial Advisors, LLC
2014 - 2015 AVP Strategic Integration and Virtual Office @ United Capital Financial Advisors, LLC
2010 - 2014 Director of Operations @ United Capital Financial Advisors, LLC
2008 - 2010 Director of Practice Management @ United Capital Financial Advisors, LLC
2008 - 2009 Director of Operations @ United Capital Financial Advisors, LLC

see less

Casey Bates Education

Texas A&M University-Corpus Christi
Bachelor of Business Administration - BBA (Finance and Financial Management Services)
1997 - 2021
Texas A&M University-Commerce
Master of Science (M.S.) (Financial Planning and Services)
2003 - 2005
Rifle High School
1990 - 1994

Casey Bates Summary

Casey Bates, based in Boca Raton, FL, US, is currently a President and Founder at CSB ENTERPRISES. Casey Bates brings experience from previous roles at CSB ENTERPRISES, Concurrent, Goldman Sachs and United Capital Financial Advisers, LLC. Casey Bates holds a 1997 - 2021 Bachelor of Business Administration - BBA in Finance and Financial Management Services @ Texas A&M University-Corpus Christi. Casey Bates has 2 emails and 1 mobile phone numbers on RocketReach.

Casey Bates Emails

Found 2 emails

Casey Bates Phone Numbers

Found 4 phone numbers

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