Mark Bates Location
- Cincinnati, OH, US
Mark Bates Work
- 2018 - now Chief Operating Officer @
- 2012 - 2018 Director of Financial Planning @
- 2010 - 2012 Wealth Management Advisor @
- 2002 - 2010 Investment Consultant @
- 2006 - 2009 Board of Directors, VP @
Mark Bates Education
- The Ohio State University
(Financial Planning)
2005 - 2006 - Southern State Community College
(Business Management)
1987 - 1989 - Fairfield-Leesburg High School 1984 - 1987
Mark Bates Skills
- Investment Advisory
- Financial Planning
- Sales
- Estate Planning
- Retirement
- Strategy
- Tax
- Strategic Financial Planning
- Retirement Planning
- Customer Service
- Financial Modeling
- Business Development
- Wealth Management
- Investment Strategies
- Asset Allocation
Mark Bates Summary
- Mark Bates, based in Cincinnati, OH, US, is currently a Chief Operating Officer at Wealthquest. Mark Bates brings experience from previous roles at Wealthquest, Fifth Third Securities and Highland District Hospital. Mark Bates holds a 2005 - 2006 The Ohio State University. With a robust skill set that includes Investment Advisory, Financial Planning, Sales, Estate Planning, Retirement and more. Mark Bates has 1 emails and 1 mobile phone numbers on RocketReach.
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Others Named Mark Bates
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Top Wealthquest Employees
Michael Moore
Wealth Management Advisor
Cincinnati, OH, US
Kory Orellana
Operations Manager
Cincinnati, OH, US
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