Marques Bates
Supervisory Principal @Yoh, A Day & Zimmermann Company
Houston, TX, US
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Oct 2024 — Present
Supervisory Principal @Yoh, A Day & Zimmermann Company
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EDUCATION
N/A
Morehouse College
Bachelor of Arts - BA, Finance, General
2011 — 2012
Saint Leo University
MBA, Business Administration and Management, General
2000 — 2003
Morehouse College
BA, Finance
SKILLS
Bloomberg TerminalAdministration401kFinancial ModelingFixed AnnuitiesSystem AdministrationWordCustomer ServiceMicrosoft WordDue DiligenceHedge FundsOptionsPowerpointMicrosoft ExcelEquitiesSecurities RegulationSecuritiesPublic SpeakingSeries 6Series 24FinraBroker-DealerSeries 7Investment BankingFinancial ServicesExcelInvestmentsMicrosoft OfficeBondsStrategic Financial PlanningCorporate FinanceComplianceEquity TradingWealth ManagementInvestment ManagementSeries 65AmlAsset AllocationRisk ManagementPrivate Placements
ABOUT MARQUES BATES
Financial Services Consultant
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