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Weston Bates Location
Greenville, SC, US
Weston Bates Work
2024 -now Account Executive @
2020 -2024 Financial Analyst III @
2019 -2020 Financial Analyst II @
2018 -2019 Financial Analyst I @
2017 -2018 Financial Professional @
2016 -2016 Bank Teller @
Weston Bates Education
Wofford College
Bachelor’s Degree (Finance (Minor in Accounting and Economics))
2013-2017
Weston Bates Skills
Teamwork
403B Services
Microsoft Word
Insurance Planning
Microsoft Office
PowerPoint
Social Media
Microsoft Excel
Hospitals
Banking
Research
Customer Service
Rollover Strategies
Retirement Planning
Asset Allocation Strategies
Microsoft PowerPoint
Project Management
Business Analysis
Finance
Weston Bates Summary
Weston Bates, based in Greenville, SC, US, is currently a Account Executive at Louie, Parker & Smith Insurance Services. Weston Bates brings experience from previous roles at ScanSource and AXA Advisors, LLC. Weston Bates holds a 2013 - 2017 Bachelor’s Degree in Finance (Minor in Accounting and Economics) @ Wofford College. With a robust skill set that includes Teamwork, 403B Services, Microsoft Word, Insurance Planning, Microsoft Office and more. Weston Bates has 1 emails and 1 mobile phone numbers on RocketReach.
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