Chase Bates Email and Phone Number

-Building connections to help others better understand their relationship with their finances-Helping others align their goals with their current actions

-Developed a comprehensive retirement plan that covered all aspects of the financial planning process using income, retirement goals, and investment assets to project multiple retirement scenarios for the hypothetical client-Presented a powerpoint and informational handouts to a business executive and other full-time employees to highlight the benefits of the firm’s services and demonstrate the knowledge gained about the firm and industry over the course of the internship-Contacted professionals across a multitude of industries in an effort to introduce them to the firm’s services and compel them to explore an informative email detailing the firm’s comprehensive wealth management offerings-Learned from employees including wealth advisors, client associates, tax associates, investment managers, and more during daily informational meetings about the firm as well as their own personal experiences within the industry

-Designed presentations that were used in informational television programs-Prepared contracts for clients to help them better understand what to read and where to sign

-Organized files and paperwork for clients resulting in a neat and orderly workspace-Communicated with clients while answering phones and helping them answer questions and find the information they needed