Brad Bartels Email & Phone Number
Private Client Advisor @ Henley & Partners - The Firm of Global Citizens®
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Brad Bartels Location
- Oak Park, IL, US
Brad Bartels Work
- Private Client Advisor @ (April 2025 - Present)
- Platinum Relationship Manager @ (January 2023 - April 2024)
- Financial Consultant @ (June 2022 - February 2023)
- Vice President, Merrill Financial Solutions Advisor @ (February 2016 - May 2022)
- Financial Consultant @ (December 2010 - February 2016)
- Financial Advisor @ Financial Planning & Advising (December 2007 - November 2010)
- Realtor @ Real Estate Sales & Development, (November 2002 - November 2007)
- Sales, Marketing and Human Resource Management @ (May 1989 - June 2002)
- Sales Unit Manager @ (June 1985 - May 1989)
Brad Bartels Education
- University of Iowa
Bachelor of Arts (B.A.) (Economics)
1980-1985
Brad Bartels Skills
- Investments
- Marketing
- Strategic Financial Planning
- Business Planning
- New Business Development
- Strategic Planning
- Small Business
- Sales
- Leadership
- Management
- Training
- Marketing Strategy
- Strategic Financial
- General Management
- Support
- Directors
Brad Bartels Summary
- Brad Bartels, based in Oak Park, IL, US, is currently a Private Client Advisor at Henley & Partners - The Firm of Global Citizens®. Brad Bartels brings experience from previous roles at E*TRADE from Morgan Stanley, Merrill Edge and Byline Investment Services, Investment Professionals, Inc.. Brad Bartels holds a 1980 - 1985 Bachelor of Arts (B.A.) in Economics @ University of Iowa. With a robust skill set that includes Investments, Marketing, Strategic Financial Planning, Business Planning, New Business Development and more. Brad Bartels has 2 emails and 3 mobile phone numbers on RocketReach.
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