Bart Rolen Email & Phone Number
Chief Executive Officer @ Southeastern Trust Company
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Bart Rolen Location
- Chattanooga, TN, US
Bart Rolen Work
- Chief Executive Officer @ (January 2012 - Present)
- Executive Vice President and Head of Private Client Services @ (October 2015 - December 2017)
- Executive Vice President and Director of Wealth Management @ (January 2012 - October 2015)
- Group Vice President and Trust Team Leader @ (January 2008 - December 2012)
- Assistant Vice President and Trust Advisor @ (January 2003 - December 2008)
Bart Rolen Education
- The University of Tennessee at Chattanooga
MBA (Finance)
2001-2003 - University of Georgia - Terry College of Business
BBA (Finance)
1998-2001 - ABA Graduate Trust School
Bart Rolen Skills
- Certified Trust and Financial Advisor
- Portfolio Management
- Banking
- Wealth Management
- Financial Analysis
- Strategic Financial Planning
- Risk Management
- Investments
- Retirement Planning
- Securities
- Asset Allocation
- Asset Management
- Equities
- Cash Management
- Financial Risk
- Investment Advisory
- Credit Risk
- Fixed Income
- Mutual Funds
- Financial Modeling
- Financial Services
- Relationship Management
- Financial Advisory
- Private Banking
- Estate Planning
- Investment Strategies
- Wealth Management Services
- Small Business Lending
- Alternative Investments
- Investment Management
- Life Insurance
- Capital Markets
- High Net Worth Individuals
- Hedge Funds
- Lines Of Credit
- Bonds
- Loans
- Credit Analysis
- Trust Services
- Financial Planning
- Client Services
- Business Development
- Strategic Planning
- Microsoft Office
- Services
Bart Rolen Summary
- Bart Rolen, based in Chattanooga, TN, US, is currently a Chief Executive Officer at Southeastern Trust Company. Bart Rolen brings experience from previous roles at Atlantic Capital Bank, FSG Bank, N.A. and SunTrust Bank. Bart Rolen holds a 2001 - 2003 MBA in Finance @ The University of Tennessee at Chattanooga. With a robust skill set that includes Certified Trust and Financial Advisor, Portfolio Management, Banking, Wealth Management, Financial Analysis and more. Bart Rolen has 1 emails and 1 mobile phone numbers on RocketReach.
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Others Named Bart Rolen
Bart Rolen
Chief Executive Officer
Chattanooga, TN, US
Top Southeastern Trust Company Employees
Britt Messer
Chief Investment Officer
Nashville, TN, US
L. Clark
Senior Portfolio Manager
Chattanooga, TN, US
Teresa Whitton
President and Principal
Chattanooga, TN, US
Daniel Cone
Investment Analyst
Nashville, TN, US
Derek Rende
Business Development Officer
Chattanooga, TN, US
Bart Rolen
Chief Executive Officer
Chattanooga, TN, US
Keelin Roper
Trust Associate
Atlanta, GA, US
Brittany Schaefer
Trust Operations Officer
Chattanooga, TN, US
Pam Brown
Operations Officer
Trenton, GA, US
Linda Richardson
Compliance Officer
Signal Mountain, TN, US
Christopher Haigler
Senior Trust Officer
Nashville, TN, US
Mike Kramer
Chairman
Lookout Mountain, TN, US
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