Cassandra Bartlett's Location
Carmel-by-the-Sea, CA, US
Cassandra Bartlett's Work
- VP, Branch Manager @ Charles Schwab
- Branch Manager, Financial Solutions Branch @ Charles Schwab
- VP, Assistant Branch Manager @ Charles Schwab
- Associate Financial Consultant @ Charles Schwab
- Client Relationship Specialist @ Charles Schwab
- Self Employed @ Bartlett Inc
- Team Lead, Central Review Team @ Fidelity Investments
- Investment Analyst and Relationship Manager @ Security Benefit
- Research Analyst and Office Manager @ UMB Bank
Cassandra Bartlett's Education
- Baker University
Master of Business Administration - MBA (Finance)
2005 - 2006 - William Jewell College
Bachelor's degree (Economics and Business Administration)
2000 - 2004
Cassandra Bartlett's Skills
- Banking and Credit Management
- Strategy
- Mutual Funds
- 401k Rollovers
- Investments
- Asset Allocation
- Charitable Giving
Cassandra Bartlett's Summary
Cassandra Bartlett, based in Carmel-by-the-Sea, CA, US, is currently a VP, Branch Manager at Charles Schwab, bringing experience from previous roles at Charles Schwab. Cassandra Bartlett holds a 2005 - 2006 Master of Business Administration - MBA in Finance @ Baker University. With a robust skill set that includes Banking and Credit Management, Strategy, Mutual Funds, 401k Rollovers, Investments and more, Cassandra Bartlett contributes valuable insights to the industry. Cassandra Bartlett has 3 emails and 1 mobile phone number on RocketReach.
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