Dan Bates Email & Phone Number
Chief Executive Officer @ Clearwater Advisors, LLC
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Dan Bates Location
- Boise, ID, US
Dan Bates Work
- 2018 -now Chief Executive Officer @
- 2012 -2018 Vice President @
- 2008 -2012 Associate @
- 2007 -2007 Summer Intern @
- 2007 -2007 Intern @ Seare & Company
- 2004 -2006 Middle Linebacker @ NCAA Division I Football at BYU
- 2002 -2004 Missionary--Nuku'Alofa, Tonga Mission @ The Church of Jesus Christ of Latter-Day Saints
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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