Bates Group - Financial Consulting Firm with End-to-End Solutions
Rhonda Davis, JD, CAMS, CFE
Senior Managing Director, BD-RIA Compliance
rdavis@batesgroup.com
Kurt Wachholz, IACCP
Managing Director, Bates Compliance
kwachholz@batesgroup.com
Hank Sanchez, Esq.
hsanchez@batesgroup.com
504-450-9632
David Birnbaum
Managing Director, Business Development and Strategy
dbirnbaum@batesgroup.com
917-273-2682
Shelley Dragon, CSCP
Director
sdragon@batesgroup.com
Matthew Przybylski, CFE
Senior Consultant
mprzybylski@batesgroup.com
Curtis Christensen, CRCP
cchristensen@batesgroup.com
Ashley Drury
adrury@batesgroup.com
Andrew Dietrich
Consultant
adietrich@batesgroup.com
Tzotsy Ballesteros
Client Service Specialist
tballesteros@batesgroup.com
Christopher Brandenburg
Project Manager, BD-RIA Compliance
cbrandenburg@batesgroup.com
