Bart Newman Email & Phone Number
Retirement Income Planning Specialist
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Bart Newman Location
- Vernon Hills, IL, US
Bart Newman Work
- 2004 -now Retirement Income Planning Specialist @ Self-employed
- 1995 -2004 Derivatives Trader @ SMW Trading Company, Inc.
- 1993 -1995 Commercial Loan Officer @ American National Bank
Bart Newman Education
- Yale University
Bachelor of Arts (B.A.) (Football - First Team All Ivy League - 1992)
1989-1993 - Mount Carmel High School 1985-1989
Bart Newman Skills
- Investments
- Fiduciary
- Retirement Income Strategies
- Financial Planning
- Series 65
- Wealth Accumulation
- 401k Rollovers
- Wealth Transfer
- Fixed Annuities
- Indexed Annuities
- Long-term Care
- Asset Management
- Wealth Management Services
- 401(k) Retirement Savings Plans
- Wealth Management
- Life Insurance
- Fleet
- Microsoft Office
- Project Management
- Sales
- Marketing
- Microsoft Excel
- Trading
- Insurance
- Financial Services
- Curriculum Development
Bart Newman Summary
- Bart Newman, based in Vernon Hills, IL, US, is currently a Retirement Income Planning Specialist at Self-employed. Bart Newman brings experience from previous roles at SMW Trading Company, Inc. and American National Bank. Bart Newman holds a 1989 - 1993 Bachelor of Arts (B.A.) in Football - First Team All Ivy League - 1992 @ Yale University. With a robust skill set that includes Investments, Fiduciary, Retirement Income Strategies, Financial Planning, Series 65 and more. Bart Newman has 2 emails and 3 mobile phone numbers on RocketReach.
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