Jon Bates Email & Phone Number
Senior Portfolio Manager and Senior Vice President - Commercial Banking @ Academy Bank
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Jon Bates Location
- Kansas City, MO, US
Jon Bates Work
- 2026 -now Senior Portfolio Manager and Senior Vice President - Commercial Banking @
- 2025 -2026 Portfolio Manager and Senior Vice President - Commercial Banking @
- 2022 -2025 Portfolio Manager and Vice President - Commercial Banking @
- 2020 -2022 Senior Credit Analyst @
- 2019 -2020 Senior Credit Analyst @
- 2018 -2019 Financial Analyst @
- 2018 -2018 Credit Risk Analyst @ First Missouri Bank
- 2016 -2017 Portfolio Manager - Commercial Lending @
- 2014 -2016 Credit Analyst @
- 2010 -2014 Investment Specialist @
Jon Bates Education
- Avila University
MBA (Finance)
2009-2012 - Rockhurst University
BA (Psychology)
2005-2007 - William Jewell College 2003-2005
- Shawnee Mission East HS 1999-2003
Jon Bates Skills
- Investments
- Mutual Funds
- Series 63
- Analysis
- Series 6
- Finance
- Customer Service
- FINRA
- Securities
- Investment Advisory
- Asset Management
- Salesforce.com
- Strategic Financial Planning
- Investment Strategies
- Software Lifecycle
- Asset Allocation
- Financial Services
- Capital Markets
- Financial Markets
- Credit
- Credit Analysis
- Financial Analysis
- Commercial Banking
- Banking
- Financial Modeling
- Financial Risk
- Financial Planning
- MBA
- Strategic Planning
- Marketing
- Sales
- Budget Analysis
- Budgeting
- Microsoft Word
- Microsoft Excel
- Financial Statements
Jon Bates Summary
- Jon Bates, based in Kansas City, MO, US, is currently a Senior Portfolio Manager and Senior Vice President - Commercial Banking at Academy Bank. Jon Bates brings experience from previous roles at Academy Bank, First Interstate and Murphy-Hoffman Company (MHC Kenworth). Jon Bates holds a 2009 - 2012 MBA in Finance @ Avila University. With a robust skill set that includes Investments, Mutual Funds, Series 63, Analysis, Series 6 and more. Jon Bates has 2 emails and 2 mobile phone numbers on RocketReach.
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Top Academy Bank Employees
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VP Products Manager
Overland Park, KS, US
Kevin Blazer
SVP- Information Security Officer and IT Governance
Kansas City, MO, US
Dan Dickinson
Chief Credit Officer
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Paul Holewinski
President and CEO
Kansas City, MO, US
Jane Kress
Chief Legal Officer
Kansas City, MO, US
Jane Strohm
Senior Vice President Human Resources
Kansas City, MO, US
Ty Garver
Chief Lending Officer
Kansas City, MO, US
Judson Stanion
Managing Director - Capital Markets
Kansas City, MO, US
Brent Parsons
Senior Vice President
Kansas City, MO, US
David Chew
Vice President, SBA Lender
Kansas City, MO, US
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