Andrea Bartolo Email & Phone Number
Vice President, Multi-Asset Solutions Client Portfolio Manager @ Columbia Threadneedle Investments
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Andrea Bartolo Location
- Texas, United States
Andrea Bartolo Work
- Vice President, Multi-Asset Solutions Client Portfolio Manager @ (December 2021 - Present)
- Regional Vice President - Asset Management @ (March 2015 - December 2021)
- Regional Sales Director @ (January 2013 - March 2015)
- Product Specialist @ (June 2012 - January 2013)
- Supervisor of Client Operations @ (January 2012 - May 2012)
- Senior Associate @ (September 2008 - December 2011)
Andrea Bartolo Education
- Manning School of Business, UMass Lowell
Master of Business Administration - MBA (International Business)
2021-2023 - Manning School of Business, UMass Lowell
Bachelor of Science (B.S.) (Finance)
2005-2009
Andrea Bartolo Skills
- Bloomberg
- Mutual Funds
- Strategic Financial Planning
- Finance
- Business Strategy
- Investment Strategies
- Financial Services
- Asset Management
- Financial Planning
- PowerPoint
- Microsoft Office
- Business Networking
- Series 66
- Morningstar
- Uniform Combined State Law
- Series 7
Andrea Bartolo Summary
- Andrea Bartolo, based in Texas, United States, is currently a Vice President, Multi-Asset Solutions Client Portfolio Manager at Columbia Threadneedle Investments, US. Andrea Bartolo brings experience from previous roles at Columbia Threadneedle Investments, US, Columbia Management and Centerpoint Advisors, LLC.. Andrea Bartolo holds a 2021 - 2023 Master of Business Administration - MBA in International Business @ Manning School of Business, UMass Lowell. With a robust skill set that includes Bloomberg, Mutual Funds, Strategic Financial Planning, Finance, Business Strategy and more. Andrea Bartolo has 1 emails and 2 mobile phone numbers on RocketReach.
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