Bart Wagstaff Email & Phone Number
Partner and Wealth Advisor @ Capita Financial Network
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Bart Wagstaff Location
- Sandy, UT, US
Bart Wagstaff Work
- Partner and Wealth Advisor @ (April 2018 - Present)
- Financial Advisor @ (July 2012 - April 2018)
- Private Wealth Management Operations - Vice President @ (September 2010 - July 2012)
- Private Banking - Vice President @ (September 2006 - September 2010)
- Private Banking - Assistant Vice President @ (February 2005 - September 2006)
Bart Wagstaff Education
- University of Utah - David Eccles School of Business
Bachelor of Science (Finance)
2001-2004
Bart Wagstaff Skills
- Portfolio Management
- Investments
- Financial Services
- Leadership
- Financial Analysis
- Analysis
- Financial Modeling
- Series 7
- Management
- CRM
- Customer Relations
- Team Leadership
- Customer Service
- Mentoring
- Team Building
- Microsoft Excel
- Insurance
- Excel
- Word
- Microsoft Office
- PowerPoint
- Coaching
Bart Wagstaff Summary
- Bart Wagstaff, based in Sandy, UT, US, is currently a Partner and Wealth Advisor at Capita Financial Network. Bart Wagstaff brings experience from previous roles at Fidelity Investments, Goldman Sachs and Zions Bank. Bart Wagstaff holds a 2001 - 2004 Bachelor of Science in Finance @ University of Utah - David Eccles School of Business. With a robust skill set that includes Portfolio Management, Investments, Financial Services, Leadership, Financial Analysis and more. Bart Wagstaff has 2 emails and 2 mobile phone numbers on RocketReach.
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