Adam Bartkoski Email & Phone Number
Finance and HR Manager @ Morton Wealth
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Adam Bartkoski Location
- Texas, United States
Adam Bartkoski Work
- 2019 -now Finance and HR Manager @
- 2007 -2018 Principal and Senior Vice President, Portfolio Management @
- 2004 -2006 Peace Corps Volunteer @
- 2000 -2004 Marketing Associate @ Undiscovered Managers
- 1998 -2000 Service and Sales Representative @
Adam Bartkoski Education
- Texas A&M University
Bachelor of Arts (B.A.) (History)
1994-1998
Adam Bartkoski Skills
- Financial Analysis
- Microsoft Excel
- Financial Modeling
- Due Diligence
- Customer Service
- Mergers & Acquisitions (M&A)
- Leadership
- Business Relationship Management
- Budgeting
- Microsoft Office
- Research
- Financial Services
- Wealth Management
- Investments
- Private Equity
- Financial Reporting
Adam Bartkoski Summary
- Adam Bartkoski, based in Texas, United States, is currently a Finance and HR Manager at Morton Wealth. Adam Bartkoski brings experience from previous roles at Fiduciary Network, LLC, Peace Corps, Undiscovered Managers and Fidelity Investments. Adam Bartkoski holds a 1994 - 1998 Bachelor of Arts (B.A.) in History @ Texas A&M University. With a robust skill set that includes Financial Analysis, Microsoft Excel, Financial Modeling, Due Diligence, Customer Service and more. Adam Bartkoski has 3 emails and 1 mobile phone numbers on RocketReach.
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