Perfil
Mr. Mark A.
Bates is a Chief Operating Officer at Wealthquest Corp.
After managing a small business for 12 years, Mr. Bates began his career in financial services with Fifth Third Bank.
He spent 2 years in Management and the following 6 years as an Investment Consultant with Fifth Third Securities.
He graduated in 1990 with a degree in Business Management from Southern State College.
He studied financial planning at The Ohio State University and earned the right to use the Certified Financial Planner (CFP) mark in 2006.
He also holds the Certified Divorce Financial Analyst (CDFA) designation.
Cargos activos de Mark A. Bates
| Empresas | Cargo | Inicio |
|---|---|---|
Wealthquest Corp.
 Wealthquest Corp. Investment ManagersFinance Wealthquest Corp. is an independent, SEC-registered investment advisor headquartered in Cincinnati, Ohio. The firm was founded by Wade Daniel and James Lenhoff in 2006. Wealthquest offers comprehensive financial planning and wealth management services to individuals, families, ERISA plans, charitable organizations, business entities, trusts and estates, etc. | Director de Operaciones | 01/06/2018 |
Formación de Mark A. Bates.
| Southern State Community College (Ohio) | Undergraduate Degree |
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| Empresas privadas | 1 |
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Wealthquest Corp.
Wealthquest Corp. Investment ManagersFinance Wealthquest Corp. is an independent, SEC-registered investment advisor headquartered in Cincinnati, Ohio. The firm was founded by Wade Daniel and James Lenhoff in 2006. Wealthquest offers comprehensive financial planning and wealth management services to individuals, families, ERISA plans, charitable organizations, business entities, trusts and estates, etc. | Finance |
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