Directory
>
Ben Bates
Ben Bates
Vice President Institutional Sales | MissionSquare Retirement
Phoenix, Arizona, United States
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.
Ben Bates
Work Experience
Vice President Institutional Sales at
MissionSquare Retirement
July 2021 - Present
TBD at
Something Very Exciting Is Coming
June 2021 - Present
Vice President Key Account at
Leafhouse Financial Services, LLC
July 2018 - June 2021
National Accounts Client Relationship Manager at
Nationwide Financial
May 2014 - June 2018
Senior EBS at
Principal Co
August 2008 - May 2014
Retirement Education Specialist at
Vanguard
January 2006 - August 2008
Ben Bates
Education
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
******@nationwide.com
******@missionsq.org
Colleagues
VP, National Business Development
Managing Vice President (MD), Head of Global Equity Investment & Risk Management
Chief Sales Officer
Managing Vice President, Investment Services
Vice President, Digital Marketing and Analytics
Vice President Relationship Management
Vice President Institutional Sales
Managing Vice President/Head of Investment Only
Managing Vice President & General Counsel
Vice President Relationship Management