Kellen Bates, Cfa
About Kellen Bates, Cfa
Kellen Bates, CFA, is the Vice President at Raistone, where he has worked since 2024. He has a strong background in financial forecasting, qualitative and quantitative analysis, and behavioral finance, with previous roles at Boeing and a solid educational foundation in finance and economics.
Current Role at Raistone
Kellen Bates serves as Vice President at Raistone, a position he has held since 2024. In this role, he is responsible for managing Accounts Receivable Finance (ARF) programs across a diverse portfolio of clients. His duties include onboarding new clients and enhancing existing relationships, demonstrating his commitment to client growth and satisfaction. Bates leverages his extensive background in finance and procurement to contribute to the strategic goals of the organization.
Previous Experience at Raistone
Before his current role, Kellen Bates worked at Raistone as Assistant Vice President from 2022 to 2024. During his tenure, he gained valuable experience in financial operations and client management, which laid the groundwork for his advancement to Vice President. His contributions during this period helped shape the company's approach to client engagement and financial services.
Education and Qualifications
Kellen Bates holds a Bachelor of Science in Finance from Montana State University, where he studied from 2014 to 2018. He also attended Indiana University Bloomington for one year, focusing on business studies. In addition, he studied Economics at Københavns Universitet - University of Copenhagen in 2017. Bates is a CFA® charterholder, indicating his proficiency and commitment to the field of finance.
Professional Background in Finance
Kellen Bates has a robust background in financial forecasting and analysis, with five years of experience in both qualitative and quantitative analysis. His expertise includes evaluating numerical and non-numerical data to support informed business decisions. Prior to his current role, he worked at Boeing for four years as a Contracts & Sourcing Procurement Agent, where he managed relationships with raw materials suppliers and gained insights into the importance of capital access for smaller suppliers.
Internship Experience at Boeing
Kellen Bates gained practical experience through internships at Boeing. He served as a Finance Intern in 2016 for two months and as a Contracts Procurement Agent Intern in 2017 for three months. These roles provided him with foundational knowledge in finance and procurement, contributing to his professional development and understanding of the aerospace industry.