We found the following information about Ben Bates at Leafhouse Financial Advisors, Llc., where Ben has worked as a Vice President Key Account since 2018. Ben's total work experience is over 12 years, during which time the professional had at least four jobs at different places to develop skills. Ben studied at the University of Arizona from 1996 to 2001. Currently, Ben is located in Phoenix, Arizona. You can contact with Ben by looking for phone number or email address or find full information by requesting access to their further details from SoftwareOfficial.
Name variants:
Benedict Bates,
Benjamin Bates,
Bennet Bates,
Ebenezer Bates
Last updated Jul 03, 2024
Contact Information
Last Update
Jun 30, 2022
Email
ba**@nationwide.com
Location
Phoenix, AZ
Workplace
Vice President Key Account
Austin, TX
Industry
Financial Services
Colleagues
Work History
Vice President Key Account
6504 Bridge Point Pkwy SUITE 450, Austin, TX 78730
from Jul 2018
National Accounts Client Relationship Manager
1 Nationwide Plz, Columbus, OH 43215
Worked with Advisors, Plan Sponsors and Third Party Administrators to form a partnership to drive operational efficiencies and drive the retirement readiness goals. Worked with outside partn...
May 2014 — Jun 2018
Retirement Education Specialist
100 Vanguard Blvd, Valley Forge, PA
Retirement Education Specialist (2006 - 2008)
Made presentations to participants; sold Vanguard’s portfolio of product and services and increased participation in employee sponsored plans....
Jan 2006 — Aug 2008
Education
1996 — 2001
1997 — 1999
Occupations
Executive
Vice President
Accountant
Finance and Accounting Specialist
Sales Specialist
Relationship Manager
Representative
Chief Executive
Accounting Bookkeeper
Bookkeeper
Account Service Manager
Customer Service
Skills
Investments
401K
Retirement
Financial Services
Mutual Funds
Retirement Planning
Series 7
Employee Benefits
Qualified Retirement Plans
Pensions
Finra
Fixed Annuities
Series 63
Erisa
Retirement Plan Consulting
Presentations
Customer Relationship Management
Business Process Improvement