Bart Rolen Email & Phone Number
Chief Executive Officer @ Southeastern Trust Company
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Bart Rolen Location
- Chattanooga, TN, US
Bart Rolen Work
- 2012 -now Chief Executive Officer @
- 2015 -2017 Executive Vice President and Head of Private Client Services @
- 2012 -2015 Executive Vice President and Director of Wealth Management @
- 2008 -2012 Group Vice President and Trust Team Leader @
- 2003 -2008 Assistant Vice President and Trust Advisor @
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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