2005 -2009 Registered Representative @ Charles Schwab & Co, Inc
2005 -2005 Financial Advisor @
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
CRM
Contract Negotiation
Retirement Planning
Sales
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.
Looking for a different Matthew Bates?
Find contact details for 700 million professionals.