Andy Bartlett Email
Director, Business Training Team
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Andy Bartlett Location
- Texas, United States
Andy Bartlett Work
- Director, Business Training Team @ Fidelity Investments (January 2026 - Present)
- Director, Strategic Planning and Reporting @ (October 2019 - May 2026)
- Director, Quality Consultant @ (July 2016 - October 2019)
- Senior Manager, Global Data Services @ (March 2015 - July 2016)
- Client Manager III @ (September 2009 - March 2015)
- Managing Director @ (February 2008 - September 2009)
- High Net Worth Manager @ (December 2004 - February 2008)
- Financial Risk Analyst @ (July 1999 - December 2004)
Andy Bartlett Education
- Trinity University
BA (Business, Finance, Economics)
- Southern Methodist University
MBA (Finance)
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 Texas, United States, is currently a Director, Business Training Team at Fidelity Investments. Andy Bartlett brings experience from previous roles at Fidelity Investments. Andy Bartlett holds a BA in Business, Finance, Economics @ Trinity University. With a robust skill set that includes Financial Analysis, Customer Service, Financial Advisory, Customer Satisfaction, Leadership and more. Andy Bartlett has 1 emails on RocketReach.
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