Marques Bates
Financial Services Consultant
- Role
- Supervisory Principal at Yoh, A Day & Zimmermann Company
- Location
- Houston, TX, US
- LinkedIn followers
- 500 followers
General Business & ManagementView LinkedIn profile
Experience
Supervisory Principal
Yoh, A Day & Zimmermann Company
Oct 2024 — Present
Education
Morehouse College
Bachelor of Arts - BA, Finance, General
Saint Leo University
MBA, Business Administration and Management, General
2011 — 2012
Morehouse College
BA, Finance
2000 — 2003
Skills
- Bloomberg Terminal
- Administration
- 401k
- Financial Modeling
- Fixed Annuities
- System Administration
- Word
- Customer Service
- Microsoft Word
- Due Diligence
- Hedge Funds
- Options
- Powerpoint
- Microsoft Excel
- Equities
- Securities Regulation
- Securities
- Public Speaking
- Series 6
- Series 24
- Finra
- Broker-Dealer
- Series 7
- Investment Banking
- Financial Services
- Excel
- Investments
- Microsoft Office
- Bonds
- Strategic Financial Planning
- Corporate Finance
- Compliance
- Equity Trading
- Wealth Management
- Investment Management
- Series 65
- Aml
- Asset Allocation
- Risk Management
- Private Placements
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.