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Thomas Bates Location
Greensboro, NC, US
Thomas Bates Work
2010 -now Regional Director - Business Solutions @
2009 -2010 Member @ COLI Consulting Group
2005 -2009 Vice President - Specialty Life Solutions @
1997 -2005 Sr. VP - Sales and Marketing; President of Todd Securities, Inc. @
Thomas Bates Education
Wake Forest University - Babcock Graduate School of Management
Master of Business Administration (M.B.A.)
1989-1993
Wake Forest University School of Law
Juris Doctor (J.D.)
1989-1993
Wake Forest University
Bachelor of Arts (B.A.) (History)
1985-1989
Hammond Academy - Columbia SC 1975-1985
Thomas Bates Skills
Team Leadership
Insurance Brokerage
Business Strategy
Life Insurance
Business Uses of Life Insurance
Strategic Financial Planning
Executive Pay
Succession Planning
Estate Planning
Retirement Planning
Retirement
Nonqualified plans
Brokers
Thomas Bates Summary
Thomas Bates, based in Greensboro, NC, US, is currently a Regional Director - Business Solutions at Principal Financial Group. Thomas Bates brings experience from previous roles at COLI Consulting Group, Lincoln Financial Distributors and The Todd Organization. Thomas Bates holds a 1989 - 1993 Master of Business Administration (M.B.A.) @ Wake Forest University - Babcock Graduate School of Management. With a robust skill set that includes Team Leadership, Insurance Brokerage, Business Strategy, Life Insurance, Business Uses of Life Insurance and more. Thomas Bates has 2 emails and 1 mobile phone numbers on RocketReach.
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