Mark Bates Email & Phone Number
Chief Operating Officer @ Wealthquest
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Mark Bates Location
- Cincinnati, OH, US
Mark Bates Work
- Chief Operating Officer @ (June 2018 - Present)
- Director of Financial Planning @ (April 2012 - June 2018)
- Wealth Management Advisor @ (April 2010 - April 2012)
- Investment Consultant @ (January 2002 - January 2010)
- Board of Directors, VP @ (September 2006 - September 2009)
Mark Bates Education
- The Ohio State University
Financial Planning (Financial Planning)
2005-2006 - Southern State Community College
Business Management (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 Financial Planning in Financial Planning @ 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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