Bart Ballinger Email & Phone Number
Partner | Senior Vice President, Western Regional Director @ USI Consulting Group
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Bart Ballinger Location
- Pasadena, CA, US
Bart Ballinger Work
- 2018 -now Partner | Senior Vice President, Western Regional Director @
- 2016 -2018 Vice President of Sales @
- 2014 -2016 Director, Intermediary Relations @
- now Vice President, Institutional Retirement and Investment Sales @
- 2000 -2009 Vice President, Large Market Sales @
- 1996 -1999 Vice President @
Bart Ballinger Education
- California State University-Chico
Bachelor of Applied Science (B.A.Sc.) (Business Administration and Industrial Relations)
Bart Ballinger Skills
- 401k
- Mutual Funds
- Series 7
- Pensions
- Asset Allocation
- Series 63
- Retirement Planning
- Retirement
- Investment Strategies
- Investments
- Wealth Management
- Portfolio Management
- Asset Managment
- Alternative Investments
- Defined Benefit
- Retirement Plan Consulting
- Asset Management
- Equities
- Investment Management
- Employee Benefits
- Banking
- Financial Services
- Health Savings Accounts
- Investment Advisory
- 401k Retirement Savings Plans
- 401 Retirement Savings Plans
Bart Ballinger Summary
- Bart Ballinger, based in Pasadena, CA, US, is currently a Partner | Senior Vice President, Western Regional Director at USI Consulting Group. Bart Ballinger brings experience from previous roles at Perspective Partners, EMPOWER Retirement, J.P. Morgan Asset Management and Wells Fargo Institutional Retirement & Trust Services. Bart Ballinger holds a Bachelor of Applied Science (B.A.Sc.) in Business Administration and Industrial Relations @ California State University-Chico. With a robust skill set that includes 401k, Mutual Funds, Series 7, Pensions, Asset Allocation and more. Bart Ballinger has 1 emails and 3 mobile phone numbers on RocketReach.
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