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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