Brad Bartels Email & Phone Number
Private Client Advisor @ Henley & Partners - The Firm of Global Citizens®
5 free lookup(s).
Brad Bartels Location
- Oak Park, IL, US
Brad Bartels Work
- 2025 - now Private Client Advisor @
- 2023 - 2024 Platinum Relationship Manager @
- 2022 - 2023 Financial Consultant @
- 2016 - 2022 Vice President, Merrill Financial Solutions Advisor @
- 2010 - 2016 Financial Consultant @
- 2007 - 2010 Financial Advisor @ Financial Planning & Advising
- 2002 - 2007 Realtor @ Real Estate Sales & Development,
- 1989 - 2002 Sales, Marketing and Human Resource Management @
- 1985 - 1989 Sales Unit Manager @
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 1 mobile phone numbers on RocketReach.
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Top Henley & Partners - The Firm of Global Citizens® Employees
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Troy Hanley
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Bata Racic
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