Sam Bates Email & Phone

Founder @ Bates Capital Group

Co-Founder and Partner @ Trinity Capital Group

Indirect Tax Manager @ JP Energy

Senior Tax Associate @ McGladrey

Associate @ Grant Thornton LLP

Sales and Use Tax Consultant @ Ryan

Associate @ UBS Wealth Management

Principal and Board of Director @ Systematic Capital Management

Principal and Chief Investment Officer @ Rovo Industries Group

Owner @ Paradigm Real Estate Investments

2006 - 2008 Master's @ Texas Tech University

2006 - 2008 M.B.A @ Texas Tech University - Rawls College of Business

2001 - 2005 BBA @ Texas A&M University

2001 - 2005 B.B.A @ Mays Business School - Texas A&M University

Financial Analysis, Tax, Auditing, Due Diligence, Finance, Accounting, Management, Financial Modeling, Investments, Real Estate, Financial Reporting, Strategic Financial Planning, Private Equity, Mergers and Acquisitions, Internal Controls, Valuation, Financial Accounting, Tax Law, Portfolio Management, Mutual Funds, Insurance, GAAP, Corporate Finance, Small Business, CPA

Sam Bates, based in Dallas, TX, US, is currently a Founder at Bates Capital Group. Sam Bates brings experience from previous roles at Trinity Capital Group, JP Energy, McGladrey, Grant Thornton LLP, Ryan, UBS Wealth Management, Systematic Capital Management, Rovo Industries Group, Paradigm Real Estate Investments. Sam Bates holds various educational qualifications including Master's in Personal Financial Planning (2006 - 2008) from Texas Tech University. With a robust skill set that includes Financial Analysis, Tax, Auditing, Due Diligence, Finance, Sam Bates demonstrates proficiency in a wide range of areas.