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Colleen Bartling Location
Boston, MA, US
Colleen Bartling Work
Investment Officer - Vice President @ (April 2020 - Present)
Senior Wealth Manager, Vice President @ (January 2013 - April 2020)
Senior Client Portfolio Associate @ (May 2012 - August 2013)
Investment Officer @ (June 2007 - May 2012)
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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