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Ben Bates

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Ben Bates

Vice President Institutional Sales | MissionSquare Retirement

Phoenix, Arizona, United States

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Ben Bates

Summary

Ben Bates is a seasoned professional with extensive experience in institutional sales and retirement planning. Currently serving as Vice President of Institutional Sales at MissionSquare Retirement, he specializes in building relationships with key advisors, recordkeepers, and broker-dealers to enhance retirement security for community-serving employees. With a rich background spanning over 15 years in financial services, Ben has a proven track record in business development, account management, and strategic planning. His expertise includes navigating complex retirement plans and improving business processes to drive operational efficiencies. Ben's commitment to serving the nonprofit sector and government employees reflects his passion for community service. He holds a degree from the University of Arizona with a minor in finance, showcasing his strong academic foundation. Fluent in Spanish, he has also delivered bilingual retirement presentations across the U.S. and Puerto Rico. Outside of work, he is likely to be involved in initiatives that support financial literacy and community engagement.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Emerging Technologies

Leadership Development

Sustainability

Organisational experience

Corporate Experience

Non-Profit Experience

Ben Bates

Work Experience

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Vice President Institutional Sales at

MissionSquare Retirement

July 2021 - Present

💼

TBD at

Something Very Exciting Is Coming

June 2021 - Present

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Vice President Key Account at

Leafhouse Financial Services, LLC

July 2018 - June 2021

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National Accounts Client Relationship Manager at

Nationwide Financial

May 2014 - June 2018

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Senior EBS at

Principal Co

August 2008 - May 2014

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Retirement Education Specialist at

Vanguard

January 2006 - August 2008

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Ben Bates

Education

The University of Arizona, Ba

January 1996 - January 2001

ITESM

January 1997 - January 1999

Frequently Asked Questions about Ben Bates

What is Ben Bates email address?

Ben Bates's primary email address is ******@nationwide.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Ben Bates work for?

Ben Bates is a Vice President Institutional Sales at MissionSquare Retirement, a company specializing in Functions related to depository banking.

Where Ben Bates graduated from?

Ben Bates holds a degree in Spanish Minor In Finance from The University of Arizona.

How can I directly contact Ben Bates?

To contact Ben Bates directly, you can use the email address ******@nationwide.com. Complete contact information is available upon registration with Muraena.

Who is Ben Bates?

Ben Bates is a seasoned professional with extensive experience in institutional sales and retirement planning. Currently serving as Vice President of Institutional Sales at MissionSquare Retirement, he specializes in building relationships with key advisors, recordkeepers, and broker-dealers to enhance retirement security for community-serving employees. With a rich background spanning over 15 years in financial services, Ben has a proven track record in business development, account management, and strategic planning. His expertise includes navigating complex retirement plans and improving business processes to drive operational efficiencies. Ben's commitment to serving the nonprofit sector and government employees reflects his passion for community service. He holds a degree from the University of Arizona with a minor in finance, showcasing his strong academic foundation. Fluent in Spanish, he has also delivered bilingual retirement presentations across the U.S. and Puerto Rico. Outside of work, he is likely to be involved in initiatives that support financial literacy and community engagement.

Ben`s contact details

mail

******@nationwide.com

******@missionsq.org

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