Thomas Bates
Regional Director - Business Solutions; Principal Securities Registered Representative
- Role
- Regional Director - Business Solutions at Principal Financial Group
- Location
- Greensboro, NC, US
- LinkedIn followers
- 500 followers
Sales & Business DevelopmentView LinkedIn profile
About Thomas Bates
Retirement professionals are sales representatives of the members of the Principal…
Experience
Regional Director - Business Solutions
Sep 2010 — Present · Greensboro/Winston-Salem, NC, US
Education
Wake Forest University School of Business
Master of Business Administration (M.B.A.)
1989 — 1993
Wake Forest University School of Law
Juris Doctor (J.D.)
1989 — 1993
Wake Forest University
Bachelor of Arts (B.A.), History
1985 — 1989
Skills
- Insurance Brokerage
- Team Leadership
- Nonqualified Plans
- Executive Pay
- Strategic Financial Planning
- Life Insurance
- Brokers
- Retirement Planning
- Retirement
- Business Uses of Life Insurance
- Estate Planning
- Business Strategy
- Succession Planning
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