Wes Gates Location
- Kansas City, MO, US
Wes Gates Work
- now Retired @
- now Senior Vice President and Wealth Advisor and Branch Manager @
- now VP and Branch Manager @ UBS/Paine Webber
- now Account Executive @ Johnson & Johnson
Wes Gates Education
- Illinois State University
B.S. (Business Adminstration-Finance)
1972 - 1976
Wes Gates Skills
- Alternative Investments
- Estate Planning
- Financial Advisory
- Series 63
- Banking
- Fixed Annuities
- Pensions
- Fixed Income
- Insurance
- Retirement Planning
- Wealth Management Services
- Portfolio Management
- Relationship Management
- Mortgage Lending
- 401k
- Asset Allocation
- Financial Services
- Commercial Banking
- Wealth Management
- Life Insurance
- Underwriting
- Uniform Combined State Law
- FINRA
- High Net Worth Individuals
- Risk Management
- Credit
- Investment Advisory Services
- Financial Analysis
- Wealth
- Series 7
- Private Equity
- 401k Rollovers
- Credit Analysis
- ETFs
- Series 65
- Loans
- Commercial Lending
- 529 Plans
- Hedge Funds
- Investment Management
Wes Gates Summary
- Wes Gates, based in Kansas City, MO, US, is currently a Retired at Morgan Stanley. Wes Gates brings experience from previous roles at Morgan Stanley, UBS/Paine Webber and Johnson & Johnson. Wes Gates holds a 1972 - 1976 B.S. in Business Adminstration-Finance @ Illinois State University. With a robust skill set that includes Alternative Investments, Estate Planning, Financial Advisory, Series 63, Banking and more. Wes Gates has 1 emails on RocketReach.
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