Henry Batts Email & Phone Number
Vice President - Financial Advisor and Trust Officer @ Colonial Trust Company
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Henry Batts Location
- Columbia, SC, US
Henry Batts Work
- 2021 -now Vice President - Financial Advisor and Trust Officer @
- 2016 -2021 Financial Advisor @
- 2012 -2016 Registered Private Client Associate @
- 2011 -2012 Client Service Associate @
Henry Batts Education
- University of South Carolina - The Moore School of Business
Double major in Finance and Marketing (Minor in Psychology)
2008-2012
Henry Batts Skills
- Leadership
- Social Security
- Financial Advisory
- Website Development
- PowerPoint
- Social Media
- Public Speaking
- Fixed Annuities
- Retirement Income Strategies
- Indexed Annuities
- Insurance
- Retirement Planning
- Sales
- Event Planning
- IRAs
- Customer Satisfaction
- Investments
- Variable Annuities
- Finance
- Series 66
- Financial Services
- Government Bonds
- Wealth Management
- Umbrella Insurance
- Life Insurance
- Mutual Funds
- Sales Management
- Equity Research
- Microsoft Office
- Qualified Retirement Plans
- Microsoft Word
- Bond Markets
- Microsoft Excel
- Separately Managed Accounts
- Marketing
- Manufacturing
- Time Management
- Fixed Income Strategies
- Customer Service
- Financial Analysis
- Market Analysis
- Private Equity
- Teamwork
- 401k Rollovers
- Financial Reporting
- Financial Statements
- Management
- ETFs
- Term Life Insurance
- Municipal Bonds
- Research
- Health Insurance
- ThomsonOne
- Series 7
- Financial Markets
Henry Batts Summary
- Henry Batts, based in Columbia, SC, US, is currently a Vice President - Financial Advisor and Trust Officer at Colonial Trust Company. Henry Batts brings experience from previous roles at Janney Montgomery Scott LLC, Janney Montgomery Scott and Morgan Stanley Smith Barney. Henry Batts holds a 2008 - 2012 Double major in Finance and Marketing in Minor in Psychology @ University of South Carolina - The Moore School of Business. With a robust skill set that includes Leadership, Social Security, Financial Advisory, Website Development, PowerPoint and more. Henry Batts has 3 emails and 1 mobile phone numbers on RocketReach.
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