Chief Executive Officer
Current
Apr 2018 - Present
AeroLeads people directory · profile
Dan Bates Email & Phone Number
CEO at Clearwater Advisors
at
Clearwater Advisors, LLC
1 work email found
@clearwateradvisors.com
1 phone found area 212
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
CEO at Clearwater Advisors
Location
Boise, Idaho, United States
Who is Dan Bates? Overview
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Quick answer
Dan Bates is listed as CEO at Clearwater Advisors at Clearwater Advisors, LLC, based in Boise, Idaho, United States. AeroLeads shows a work email signal at clearwateradvisors.com, phone signal with area code 212, and a matched LinkedIn profile for Dan Bates.
Dan Bates previously worked as Chief Executive Officer at Clearwater Advisors, Llc and Vice President at Goldman Sachs. Dan Bates holds Accounting, Accounting from Brigham Young University.
Company email context
Email format at Clearwater Advisors, LLC
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{first_initial}{last}@clearwateradvisors.com
86% confidence
AeroLeads found 1 current-domain work email signal for Dan Bates. Compare company email patterns before reaching out.
Profile bio
About Dan Bates
Dan Bates is a CEO at Clearwater Advisors at Clearwater Advisors, LLC. He possess expertise in investment banking, mergers and acquisitions, capital markets, business strategy, financial modeling and 12 more skills. Colleagues describe him as "Dan has always been one of the most driven and disciplined people that i know. When Dan sets his mind to something, it will always be achieved. I have great respect for Dan and know that he will be extremely successful in all that he does!"
Listed skills include Investment Banking, Mergers And Acquisitions, Capital Markets, Business Strategy, and 13 others.
Current workplace
Dan Bates's current company
Company context helps verify the profile and gives searchers a useful next step.
7 roles
Dan Bates work experience
A career timeline built from the work history available for this profile.
Vice President
Financial Sponsors Group - NYCIndustrials Group - NYCMiddle East IBD Group - Dubai
Nov 2012 - Apr 2018
Associate
Middle East Investment Banking - DohaMiddle East Investment Banking - DubaiStrategic Relationship Management - London* Cross Divisional Talent Program participant (London, UK)- 1 of 14 participants selected from the EMEA region across all divisions- 1 month rotation with the Fund Linked Products group* Credit Suisse Global Citizen Program participant.
Mar 2008 - Nov 2012
Jun 2007 - Sep 2007
Intern
Seare & Company
Middle Market Investment Banking
Jan 2007 - Jun 2007
Middle Linebacker
Ncaa Division I Football At Byu
* Walk-on eventually securing full scholarship* Middle Linebacker, Special Teams (Wedge Breaker)* Lavell Edwards "Spirit of the Y" Award (2006)* Mountain West Conference Special Teams Kamikaze Player of the Year (Sporting News Magazine, 2005)
Apr 2004 - Dec 2006
Missionary--Nuku'Alofa, Tonga Mission
The Church Of Jesus Christ Of Latter-Day Saints
Mar 2002 - Apr 2004
2 education records
Dan Bates education
Accounting, Accounting
Brigham Young University
Education record
Passed Cfa Level Ii Exam
FAQ
Frequently asked questions about Dan Bates
Quick answers generated from the profile data available on this page.
What company does Dan Bates work for?
Dan Bates works for Clearwater Advisors, LLC.
What is Dan Bates's role at Clearwater Advisors, LLC?
Dan Bates is listed as CEO at Clearwater Advisors at Clearwater Advisors, LLC.
What is Dan Bates's email address?
AeroLeads has found 1 work email signal at @clearwateradvisors.com for Dan Bates at Clearwater Advisors, LLC.
What is Dan Bates's phone number?
AeroLeads has found 1 phone signal(s) with area code 212 for Dan Bates at Clearwater Advisors, LLC.
Where is Dan Bates based?
Dan Bates is based in Boise, Idaho, United States while working with Clearwater Advisors, LLC.
What companies has Dan Bates worked for?
Dan Bates has worked for Clearwater Advisors, Llc, Goldman Sachs, Credit Suisse, Seare & Company, and Ncaa Division I Football At Byu.
How can I contact Dan Bates?
You can use AeroLeads to view verified contact signals for Dan Bates at Clearwater Advisors, LLC, including work email, phone, and LinkedIn data when available.
What schools did Dan Bates attend?
Dan Bates holds Accounting, Accounting from Brigham Young University.
What skills is Dan Bates known for?
Dan Bates is listed with skills including Investment Banking, Mergers And Acquisitions, Capital Markets, Business Strategy, Financial Modeling, Valuation, Investments, and Mergers.
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