Colleen Bartling Email & Phone Number
Investment Officer - Vice President @ Fiduciary Trust Company
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Colleen Bartling Location
- Boston, MA, US
Colleen Bartling Work
- 2020 -now Investment Officer - Vice President @
- 2013 -2020 Senior Wealth Manager, Vice President @
- 2012 -2013 Senior Client Portfolio Associate @
- 2007 -2012 Investment Officer @
Colleen Bartling Education
- Northeastern University
Master Of Business Administration
Colleen Bartling Skills
- Investment Strategies
- Asset Management
- Asset Allocation
- Investment Management
- Wealth Management
- Fixed Income
- Financial Services
- Mutual Funds
- Portfolio Management
- Relationship Management
- Finance
- Alternative Investments
- Hedge Funds
- Trading
- Investments
- Equities
- Securities
- Retirement Planning
- Financial Planning
- Bloomberg
- High Net Worth Individuals
- Microsoft Excel
- Thomson Reuters Eikon
- Axioma
Colleen Bartling Summary
- Colleen Bartling, based in Boston, MA, US, is currently a Investment Officer - Vice President at Fiduciary Trust Company. Colleen Bartling brings experience from previous roles at BNY Mellon Wealth Management, Income Research & Management and Northern Trust. Colleen Bartling holds a Master Of Business Administration @ Northeastern University. With a robust skill set that includes Investment Strategies, Asset Management, Asset Allocation, Investment Management, Wealth Management and more. Colleen Bartling has 2 emails and 1 mobile phone numbers on RocketReach.
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