Dan Bates Email & Phone Number
Chief Executive Officer @ Clearwater Advisors, LLC
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Dan Bates Location
- Boise, ID, US
Dan Bates Work
- Chief Executive Officer @ (April 2018 - Present)
- Vice President @ (November 2012 - April 2018)
- Associate @ (March 2008 - November 2012)
- Summer Intern @ (June 2007 - September 2007)
- Intern @ Seare & Company (January 2007 - June 2007)
- Middle Linebacker @ NCAA Division I Football at BYU (April 2004 - December 2006)
- Missionary--Nuku'Alofa, Tonga Mission @ The Church of Jesus Christ of Latter-Day Saints (March 2002 - April 2004)
Dan Bates Education
- Brigham Young University 2004-2007
- Passed CFA Level II exam
Dan Bates Skills
- MENA
- Investment Banking
- Mergers and Acquisitions
- Capital Markets
- Business Strategy
- Financial Modeling
- Valuation
- Investments
- Mergers
- Corporate Finance
- Financial Analysis
- Hedge Funds
- Equities
- Due Diligence
- Private Equity
- Fixed Income
- Business Analysis
- M&A experience
Dan Bates Summary
- Dan Bates, based in Boise, ID, US, is currently a Chief Executive Officer at Clearwater Advisors, LLC. Dan Bates brings experience from previous roles at Goldman Sachs, Credit Suisse and Seare & Company. Dan Bates holds a 2004 - 2007 Brigham Young University. With a robust skill set that includes MENA, Investment Banking, Mergers and Acquisitions, Capital Markets, Business Strategy and more. Dan Bates has 2 emails and 3 mobile phone numbers on RocketReach.
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