Bartel Email & Phone Number
Chief Financial Officer of the First Analysis Funds @ First Analysis
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Bartel Location
- Chicago, IL, US
Bartel Work
- 2022 -now Chief Financial Officer of the First Analysis Funds @
- 2017 -2022 Senior Manager Tax @ RSM US LLP
- 2014 -2017 Tax Manager @ RSM US LLP
- 2011 -2014 Tax Manager @
- 2010 -2011 Tax Manager @
- 2006 -2010 Assistant Vice President @
- 2005 -2006 Tax Manager @ KPMG, LLP Financial Services
Bartel Education
- Bentley University (formerly Bentley College)
Masters of Science (Taxation)
1995-2000 - Bentley University (formerly Bentley College)
Bachelor of Science (Accountancy)
1991-1995
Bartel Skills
- Tax
- High Net Worth Individuals
- Hedge Funds
- CPA
- FIN 48
- Tax Returns
- Income Tax
- Financial Services
- Corporations
- Partnerships
- Financial Reporting
- Investments
- Private Equity
- Fund Of Funds
- High Net Worth
- Banking
- Getting Back in Touch
- Accounting
- Kpmg
- C
- Location
- IRS
- Taxations
- Communication
- Structure
- Real Estate
- Microsoft Excel
- Trusts
- Customer Support
- Career Opportunities
- Business Deals
- Management
- Research
- Science
- Filing
- Funding
- Chicago
- Bentley
- Allocations
- Coordinated
- Analysis
- Responsibility
Bartel Summary
- Bartel, based in Chicago, IL, US, is currently a Chief Financial Officer of the First Analysis Funds at First Analysis. Bartel brings experience from previous roles at RSM US LLP, Andersen Tax and KPMG. Bartel holds a 1995 - 2000 Masters of Science in Taxation @ Bentley University (formerly Bentley College). With a robust skill set that includes Tax, High Net Worth Individuals, Hedge Funds, CPA, FIN 48 and more. Bartel has 2 emails and 2 mobile phone numbers on RocketReach.
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