Matthew Bates Email & Phone Number
Financial Planner @ Four Quadrants Advisory
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Matthew Bates Location
- Noblesville, IN, US
Matthew Bates Work
- Financial Planner @ (July 2024 - Present)
- Director of Finance And Operations @ LINK TO LEARN BEHAVIOR THERAPY (May 2022 - December 2023)
- Retirement Plan Advisor @ (May 2015 - May 2022)
- Associate Portfolio Consultant @ Schwab Private Client Investment Advisory, Inc (December 2009 - February 2015)
- Registered Representative @ Charles Schwab & Co, Inc (December 2005 - December 2009)
- Financial Advisor @ American Express Financial Advisors (February 2005 - June 2005)
Matthew Bates Education
- Purdue University
Bachelor's degree (Financial Counseling and Planning)
2000-2004 - Purdue University
Bachelor of Science (Financial Counseling & Planning)
2000-2004
Matthew Bates Skills
- Asset Allocation
- CRM
- Cash Flow Management
- Certified Financial Planner
- Consulting
- Contract Negotiation
- Customer Acquisition
- Customer Experience
- Customer Service
- Customer Service Management
- FSP
- Finance
- Financial Advisory
- Financial Analysis
- Financial Planning
- Financial Services
- Holistic Financial Planning
- Independent Financial Advice
- Insurance
- Interpersonal Communication
- Interpersonal Skills
- Investment Properties
- Investment Strategies
- Investments
- Leadership
- Management
- Microsoft Office
- Microsoft Word
- Organization Skills
- Personal Finance
- Portfolio Management
- Presentation Skills
- Process Improvement
- Project Management
- Relationship Building
- Retail
- Retirement Planning
- Sales
- Sales Presentations
- Strategic Planning
Matthew Bates Summary
- Matthew Bates, based in Noblesville, IN, US, is currently a Financial Planner at Four Quadrants Advisory. Matthew Bates brings experience from previous roles at LINK TO LEARN BEHAVIOR THERAPY, Great-West Financial, Schwab Private Client Investment Advisory, Inc and Charles Schwab & Co, Inc. Matthew Bates holds a 2000 - 2004 Bachelor's degree in Financial Counseling and Planning @ Purdue University. With a robust skill set that includes Asset Allocation, CRM, Cash Flow Management, Certified Financial Planner, Consulting and more. Matthew Bates has 1 mobile phone numbers on RocketReach.
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