1996 -2012 Financial Advisor @ Morgan Stanley Smith Barney
1979 -1984 Fund Manager @ Western Australian Government Employee Superannuation Scheme
Charles Bartell Education
Curtin University of Technology
Bachelor of Business Administration (B.B.A.) (Accounting and Business/Management)
1975-1985
PERTH MODERN HIGH SCHOOL 1968-1973
Charles Bartell Skills
Wealth Management
Financial Planning
Estate Planning
Investments
Long Term Care
Due Diligence
Portfolio Management
Financial Analysis
Investment Strategies
Equities
Long-term Care
Equity Trading
Retirement Planning
Strategic Financial Planning
Wealth
Asset Allocation
Derivatives
Securities
Financial Modeling
Investment Advisory
Charles Bartell Summary
Charles Bartell, based in Perth, WA, AU, is currently a State Manager Western Australia at Bell Potter Securities Limited. Charles Bartell brings experience from previous roles at Morgan Stanley Smith Barney and Western Australian Government Employee Superannuation Scheme. Charles Bartell holds a 1975 - 1985 Bachelor of Business Administration (B.B.A.) in Accounting and Business/Management @ Curtin University of Technology. With a robust skill set that includes Wealth Management, Financial Planning, Estate Planning, Investments, Long Term Care and more. Charles Bartell has 1 emails and 1 mobile phone numbers on RocketReach.
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