Julie Bates Email & Phone Number

Julie Bates Email & Phone Number

Managing Director @ Delta Community Retirement & Investment Services

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Julie Bates's Location

Peachtree City, GA, US

Julie Bates's Work

Julie Bates's Education

  • Columbia University School of Professional Studies

    Financial Planning Teaching Seminar

    2020 - 2020
  • Emory University

    CFP® Certificate

    2007 - 2008
  • Frostburg State University

    Bachelors (Mathematics with concentration in Actuarial Science, Physics)

    1995 - 1999

Julie Bates's Skills

  • Retirement Planning
  • Wealth Management
  • Change Management
  • Investments
  • Strategic Financial Planning
  • Investment Advisory
  • Securities
  • Marketing Strategy
  • Actuarial Science
  • Mergers and Acquisitions

Julie Bates's Summary

Julie Bates, based in Peachtree City, GA, US, is currently a Managing Director at Delta Community Retirement & Investment Services, bringing experience from previous roles at Delta Community Retirement & Investment Services, CFP Board and Wellspring Living. Julie Bates holds a 2020 - 2020 Financial Planning Teaching Seminar @ Columbia University School of Professional Studies. With a robust skill set that includes Retirement Planning, Wealth Management, Change Management, Investments, Strategic Financial Planning and more, Julie Bates contributes valuable insights to the industry. Julie Bates has 3 emails on RocketReach.

Julie Bates Email Address

Found 3 email address listings:

Julie Bates Phone Number

Found 2 phone numbers:

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