Matthew Bates Location
Noblesville, IN, US
Matthew Bates Work
- 2024 - now Financial Planner @ Four Quadrants Advisory
- 2022 - 2023 Director of Finance And Operations @ LINK TO LEARN BEHAVIOR THERAPY
- 2015 - 2022 Retirement Plan Advisor @ Great-West Investments
- 2009 - 2015 Associate Portfolio Consultant @ Schwab Private Client Investment Advisory, Inc
- 2005 - 2009 Registered Representative @ Charles Schwab & Co, Inc
- 2005 - 2005 Financial Advisor @ American Express Financial Advisors
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
- Leadership
- Microsoft Office
- Management
- Microsoft Word
- Project Management
- Consulting
- Finance
- Process Improvement
- Customer Service
- 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 Leadership, Microsoft Office, Management, Microsoft Word, Project Management and more. Matthew Bates has 1 emails and 1 mobile phone numbers on RocketReach.
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Top Four Quadrants Advisory Employees
-
45+
-
Clayton Bridwell
Sales Intern at Four Quadrants Advisory
West Lafayette, IN, US1 -
Matthew Bates
Financial Planner at Four Quadrants Advisory
Noblesville, IN, US11 -
Cedric Wilson
Senior Staff Accountant at Four Quadrants Advisory
Indianapolis, IN, US35+ -
Debbie Underhill
Retired at Four Quadrants Advisory
Carmel, IN, US3 -
Michael Overbeck
Financial Planning at Four Quadrants Advisory
Cincinnati, OH, US1
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