2025 -
now President and Founder @ CSB ENTERPRISES
2023 -
2025 Managing Director, Strategy and Growth @
2019 -
2022 Vice President @
2017 -
2019 VP Enterprise Office Performance @
2012 -
2018 Director of Operations @
2015 -
2017 VP Strategic Integration and Virtual Office @
2014 -
2015 AVP Strategic Integration and Virtual Office @
2010 -
2014 Director of Operations @
2008 -
2010 Director of Practice Management @
2008 -
2009 Director of Operations @
2001 -
2008 Practice Manager @
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 Concurrent, Goldman Sachs, United Capital Financial Advisers, LLC and Wash Guru. 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.
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