Jon Bates
Portfolio Manager & Senior Vice President - Commercial Banking at Academy Bank
- Role
- Portfolio Manager and Senior Vice President - Commercial Banking at Academy Bank
- Location
- Kansas City, MO, US
- LinkedIn followers
- 500 followers
Experience
Portfolio Manager and Senior Vice President - Commercial Banking
Jan 2025 — Present
Education
Avila University
MBA
2009 — 2012
Rockhurst University
BA
2005 — 2007
Skills
- Financial Risk
- Asset Management
- Customer Service
- Asset Allocation
- Banking
- Mutual Funds
- Financial Services
- Credit
- Financial Modeling
- Series 63
- Investment Strategies
- Securities
- Series 6
- Commercial Banking
- Analysis
- Finra
- Software Lifecycle
- Strategic Financial Planning
- Capital Markets
- Finance
- Investment Advisory
- Financial Analysis
- Financial Markets
- Financial Planning
- Salesforce.com
- Credit Analysis
- Investments
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