Julie Bates Email & Phone Number
Managing Director @ Delta Community Retirement & Investment Services
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Julie Bates Location
- United States
Julie Bates Work
- Managing Director @ (January 2014 - Present)
- Program Manager @ (December 2008 - December 2013)
- Member, Board of Directors @ (March 2024 - Present)
- Member, Advisor Inclusion Council @ (March 2024 - Present)
- CFP Board Ambassador @ (January 2021 - December 2025)
- Ambassador @ (January 2021 - June 2024)
- Chair, Board of Directors @ (July 2019 - December 2020)
- Member, Board of Directors @ (July 2017 - December 2020)
- Vice Chair, Board of Directors @ (July 2018 - June 2019)
- Member, Advisor Council @ (January 2018 - January 2022)
- Financial Advisor @ (April 2008 - December 2008)
- Owner, Consultant, Financial Advisor @ (December 2005 - April 2008)
- Business Manager, Director of Marketing @ (April 2004 - December 2005)
- Director of Special Projects, Staff Pension Actuary @ (January 1997 - June 2003)
Julie Bates 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 Skills
- Retirement Planning
- Wealth Management
- Change Management
- Investments
- Strategic Financial Planning
- Investment Advisory
- Securities
- Marketing Strategy
- Actuarial Science
- Mergers and Acquisitions
- Data Analysis
- Life Insurance
- Disability Insurance
- Finance
- Financial Planners
- Cross Functional Team Leadership
- Culture Change
- Training
- Managed Money
- IRAs
- 401k Rollovers
- Social Security Planning
- Insurance Planning
- Retirement Plan Consulting
- Series 65
- Series 24
- Long Term Care Insurance
- Estate Planning Conversations
- Domestic Partner Financial Planning
- Divorce Financial Planning
- Military and Government Employee Financial Planning
- Leading Change
- Entrepreneurial Experience
- Series 7
- Tax Advantaged Investing
- Certified Financial Planner
Julie Bates Summary
- Julie Bates, based in United States, is currently a Managing Director at Delta Community Retirement & Investment Services. Julie Bates brings experience from previous roles at Delta Community Retirement & Investment Services, BISA, LPL Financial and CFP Board. 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 has 2 emails and 1 mobile phone numbers on RocketReach.
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