Steve Cates Email and Phone Number

Commercial Glazing Company

Sales/Project Consultant for Contract Division of Lee and Cates Glass, Inc. Duties include the following: Estimating and bidding storefront/curtain wall projects for the contract division of Lee and Cates Glass, Inc. Consulting with General Contractors to review bids and provide consultation on established or potential projects. Making in-person sales calls to General Contractors in order to build relationships and create opportunities for future business. Network in local business organizations to promote the Lee and Cates Glass brand and create long-term relationships with General Contractors and Business Owners.

The investment services division of a leading regional bank.; Began employment as a Private Financial Advisor in the Private Wealth Management Group and serving one branch by acquiring high-net-worth banking and investment clients and providing financial and investment advice.Grew personal practice to serve 6 branches in total with more than 600 clients and $30M in assets under management.Worked closely with branch managers to identify commercial clients with whom they had banking relationships and arrange to deliver seminars on investing to their employees. Typically delivered at least 12 such seminars annually, planning the presentations to target the needs, capabilities, and interests of each group of employees.

Formerly American Express Financial Advisors, a division of American Express, it is one of the leading diversified financial services organizations in the United States. Began career with the firm while it was still AEFA and remained with the firm through its spinoff in 2005.