Heather B. Bates, M.B.A.
Financial Adviser at Bates Wealth Strategies, LLC | Tyler, Texas, United States
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Agent at New York Life Insurance Company in May 2013 to Present
Financial Adviser at Bates Wealth Strategies, LLC in June 2013 to Present
Financial Services Professional at NYLIFE Securities LLC in November 2013 to Present
Financial Adviser at Eagle Strategies LLC in December 2019 to Present
Account Manager at Business Direct Marketing in September 2012 to June 2013
Sales & Marketing Coordinator and Licensing Manager at Hibbs-Hallmark & Company in May 2010 to September 2012
File Clerk at Potter Minton Law Firm in August 2007 to May 2010
Teller at United Credit Union in July 2006 to July 2007
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University of Texas at Tyler, B.B.A. in Management; M.B.A. in Management
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Insurance
401(k) Rollovers
Annuity Sales
Asset Protection
Estate Planning
Gifting Strategies
Key Person Protection
Legacies
Licensed Life Insurance Agent
Licensed in Long-Term Care Insurance
Multi-generational Planning
Multi-generational wealth transfer
Protection Planning/family Security
Retirement
Retirement Planning
Small Business
Succession Planning
Wealth Preservation Planning
Time Management
CRM
Marketing
Account Management
Life Insurance
Term Life Insurance
PowerPoint
Customer Service
Public Speaking
Microsoft Office
Outlook
Microsoft Excel
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What is Heather B. Bates, M.B.A. email address?
Email Heather B. Bates, M.B.A. at [email protected] and [email protected]. This email is the most updated Heather B. Bates, M.B.A.'s email found in 2026.
How to contact Heather B. Bates, M.B.A.?
To contact Heather B. Bates, M.B.A. send an email to [email protected] or [email protected].
What company does Heather B. Bates, M.B.A. work for?
Heather B. Bates, M.B.A. works for Bates Wealth Strategies, LLC
What is Heather B. Bates, M.B.A.'s role at Bates Wealth Strategies, LLC?
Heather B. Bates, M.B.A. is Financial Adviser
What is Heather B. Bates, M.B.A.'s Phone Number?
Heather B. Bates, M.B.A.'s phone (214) ***-*551
What industry does Heather B. Bates, M.B.A. work in?
Heather B. Bates, M.B.A. works in the Insurance industry.
Heather B. Bates, M.B.A. Email Addresses
Heather B. Bates, M.B.A. Phone Numbers
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