William Tates
Vice President | Institutional Retirement & Investment Advisor | 401(K), 403(B), 457, Pension, Non-qualified, Endowment & Foundations
- Role
- Vice President Financial Advisor at CAPTRUST
- Location
- Houston, TX, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
Experience
Vice President Financial Advisor
Mar 2026 — Present · Houston, TX, US
Education
The City University of New York
MBA, Finance
Howard Payne University
Bachelor Business Administration, Finance
Skills
- Financial Advisory
- Ira's
- Series 7
- Small Business Lending
- Strategic Planning
- Credit
- Leadership
- Annuities
- Securities
- Financial Planning
- Asset Allocation
- Banking
- Mutual Funds
- Savings
- Annuity
- Mortgage
- Credit Analysis
- Portfolio Management
- Loans
- Wealth Management
- Insurance
- Series 63
- Retirement Planning
- Finance
- Retirement
- Sales
- Investments
- Cash Management
- Relationship Management
- Financial Services
- Team Building
- Management
- Financial Analysis
- Lines of Credit
- Commercial Banking
- 401k
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