Andy Bartlett Location
- Hurst, TX, US
Andy Bartlett Work
- 2019 -now Director, Strategic Planning @
- 2016 -2019 Director, Quality Consultant @
- 2015 -2016 Senior Manager, Global Data Services @
- 2009 -2015 Client Manager III @
- 2008 -2009 Managing Director @
- 2004 -2008 High Net Worth Manager @
- 1999 -2004 Financial Risk Analyst @
Andy Bartlett Education
- Southern Methodist University
MBA (Finance)
- Trinity University
Andy Bartlett Skills
- Financial Analysis
- Customer Service
- Financial Advisory
- Customer Satisfaction
- Leadership
- Process Improvement
- Management
- Relationship Management
- Team Management
- Project Management
- Finance
- Customer Experience
- Time Management
- Series 7
- Financial Services
- Risk Management
- Mutual Funds
- Portfolio Management
- Investments
- Business Process Improvement
Andy Bartlett Summary
- Andy Bartlett, based in Hurst, TX, US, is currently a Director, Strategic Planning at Fidelity Investments. Andy Bartlett brings experience from previous roles at Fidelity Investments. Andy Bartlett holds a MBA in Finance @ Southern Methodist University. With a robust skill set that includes Financial Analysis, Customer Service, Financial Advisory, Customer Satisfaction, Leadership and more. Andy Bartlett has 3 emails on RocketReach.
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