Con­tact Justin Bates at x 114

Justin Bates

Direc­tor of Inter­nal Oper­a­tions

Justin is respon­si­ble for the time­ly and effi­cient man­age­ment of all inter­nal oper­a­tions. This includes mutu­al fund admin­is­tra­tion, opti­miza­tion and uti­liza­tion of pro­pri­etary trad­ing soft­ware, account main­te­nance, new account on-board­ing, inter­nal trad­ing sup­port, rev­enue track­ing, and man­age­ment of oth­er inter­nal process­es.

Pri­or to join­ing Swan, Justin worked more than sev­en years in oper­a­tions man­age­ment for an insur­ance agen­cy and a finan­cial advi­so­ry firm, and is licensed for series 7, 63, and 65.

Justin attend­ed the Uni­ver­si­ty of Col­orado Boul­der, where he was a Big 12 Cham­pi­onship Foot­ball play­er and earned his degree in busi­ness man­age­ment. After col­lege, he was draft­ed into the Nation­al Foot­ball League by the Dal­las Cow­boys.