Julie Bates, AIF®, CFP®, CAP® - Email & Phone Number

Managing Director at Delta Community Retirement & Investment Services

Julie Bates, AIF®, CFP®, CAP® is based out of Peachtree City, Georgia, United States and works at Delta Community Retirement & Investment Services as Managing Director.

Julie Bates, AIF®, CFP®, CAP®'s Contact Information

Latest update

May 6, 2024

Location

Peachtree City, Georgia, United States

Julie Bates, AIF®, CFP®, CAP®'s Work History

Managing Director

Delta Community Retirement & Investment Services

Jan 2014 - Present

Program Manager

Delta Community Retirement & Investment Services

Dec 2008 - Dec 2013

CFP Board Ambassador

CFP Board

Jan 2021 - Present

Ambassador

Wellspring Living

Jan 2021 - Present

Chair, Board of Directors

Wellspring Living

Jul 2019 - Dec 2020

Member, Board of Directors

Wellspring Living

Jul 2017 - Dec 2020

Vice Chair, Board of Directors

Wellspring Living

Jul 2018 - Jun 2019

Julie Bates, AIF®, CFP®, CAP®'s Education

Columbia University School of Professional Studies

Financial Planning Teaching Seminar

2020 - 2020

Emory University

CFP® Certificate

2007 - 2008

Frostburg State University

Bachelors

1995 - 1999

Julie Bates, AIF®, CFP®, CAP®'s Skills

Business Relationship Management

Sales

Management

Leadership

Presentations

Market Analysis

Julie's current employer

Delta Community Retirement & Investment Services

Description

Website

HQ Location

atlanta, georgia, united states

Number of employees

Industry

Latest update

May 6, 2024

Read about Delta Community Retirement & Investment Services

Frequent questions about Julie Bates, AIF®, CFP®, CAP®

What company is Julie Bates, AIF®, CFP®, CAP® working for?

Julie Bates, AIF®, CFP®, CAP® works for Delta Community Retirement & Investment Services.

What is Julie Bates, AIF®, CFP®, CAP®'s function at Delta Community Retirement & Investment Services?

Julie Bates, AIF®, CFP®, CAP® is Managing Director at Delta Community Retirement & Investment Services.

Where is Julie Bates, AIF®, CFP®, CAP® based?

Julie Bates, AIF®, CFP®, CAP® is based out of Peachtree City, Georgia, United States.

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