David Bates, AI F®
About David Bates, AI F®
David Bates is a Senior Relationship Manager in Retirement Services at The Standard, with extensive experience in retirement solutions and client management. His career spans over two decades, including significant roles at Securian Financial, FIS, and AmSouth Bank.
Current Role at The Standard
David Bates serves as a Senior Relationship Manager in Retirement Services at The Standard, a position he has held since 2023. In this role, he is responsible for managing client relationships and providing retirement solutions. His experience in the retirement services sector contributes to his effectiveness in this position.
Previous Experience in Retirement Services
Before joining The Standard, David Bates accumulated extensive experience in retirement services. He worked at Securian Financial as a Senior Relationship Manager from 2015 to 2023, focusing on retirement solutions. Prior to that, he held roles at FIS and Transamerica, where he managed client relationships and retirement strategies.
Background in Financial Services
David Bates has a diverse background in financial services, having worked in various roles since the early 1990s. His career includes positions at AmSouth Bank, Reliance Trust Company, and Kindred at Home, where he specialized in retirement benefits and client relationship management.
Educational Background
David Bates earned a Bachelor of Business Administration (B.B.A.) degree from Athens State University. His studies focused on Business Management with a minor in Personnel Management, providing him with a solid foundation for his career in financial services and client management.
Career Progression
David Bates has demonstrated a consistent career progression in the financial and retirement services sectors. His roles have evolved from benefits administration at Humana to senior management positions, showcasing his expertise and commitment to the industry over the years.