Craig Bartlett Email & Phone Number
Community Leader, Cetera Financial Specialists @ Cetera Financial Group
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Craig Bartlett Location
- Minneapolis, MN, US
Craig Bartlett Work
- 2026 -now Community Leader, Cetera Financial Specialists @
- 2023 -2025 Senior Vice President of Advisors @
- 2021 -2023 Head of Advisor Success and Director, Wealth Manager Support @
- 2020 -2021 Vice President, Advisor Growth and Development @
- 2010 -2019 Senior Division Consulting Manager at US Bank Wealth Management @
- 2007 -2009 Director, Metro Area Sales Manager @
- 2007 -2009 Director, National Sales and Business Development Coach @
- 2005 -2007 Regional Marketing Director @ Hartford/Planco
- 2000 -2005 Divisional Vice President @
- 1994 -1999 Regional Vice President @
Craig Bartlett Education
- University of Iowa
Bachelor of Arts - BA (English)
Craig Bartlett Skills
- Market Planning
- Strategic Leadership
- Team Building
- Business Requirements
- Written Communication
- Analytical Skills
- Team Management
- Sales & Marketing
- Customer Experience
- Account Management
- Financial Planning
- Practice Management
- Public Speaking
- Asset Allocation
- Recruiting
- Wealth Management
- Marketing
- Retirement Planning
- Financial Advisory
- Investment Management
- Estate Planning
- Asset Management
- Securities
- 401(k) Retirement Savings Plans
- Brand Awareness
- Coaching
- Retirement Savings
- Branch Management
- FINRA
- Client Focus
- Business Development
- Sales Management
- Investments
- Change Management
- Leadership
- Consultative Sales Management
- Consultative Selling
- Investment Strategies
- Portfolio Management
- Cross-functional Team Leadership
- Sales
- Financial Services
- Creative Problem Solving
- Problem Solving
- Personal Financial Planning
- Communication
- Team Leadership
- Consulting
- Social Media
- Fixed Annuities
- Sales Operations
- Advisory
- Support
- Strategy
- Program Management
- New Business Development
- Business Process
- Financial Analysis
- MBA
- Business Process Improvement
- Budgets
- Management
- Services
- CRM
- 401 Retirement Savings Plans
Craig Bartlett Summary
- Craig Bartlett, based in Minneapolis, MN, US, is currently a Community Leader, Cetera Financial Specialists at Cetera Financial Group. Craig Bartlett brings experience from previous roles at Choreo, Creative Planning/Wipfli Financial Advisors, NorthRock Partners and U.S. Bancorp Investments, Inc.. Craig Bartlett holds a Bachelor of Arts - BA in English @ University of Iowa. With a robust skill set that includes Market Planning, Strategic Leadership, Team Building, Business Requirements, Written Communication and more. Craig Bartlett has 1 emails and 1 mobile phone numbers on RocketReach.
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Top Cetera Financial Group Employees
Jon Anderson
Managing Director, Head of Workplace and Retirement
San Diego, CA, US
Tom Halloran
President and CEO of Cetera Advisors
Wellesley, MA, US
Casper Thomsen
Managing Director, Head of Enterprise Data
Texas, United States
Mike Ragunas
Chief Technology Officer
Denver, CO, US
Edward O'Brien
Chief Operating Officer
Boston, MA, US
Todd MacKay
President, Cetera Wealth Management
Evergreen, CO, US
Jennifer Hanau
President, RIA and Branches Channel
Boulder, CO, US
Summer Pretzer
Senior Vice President, Head of Risk Controls
San Diego, CA, US
Christian Mitchell
President, Cetera Solutions
San Diego, CA, US
Maxwell Razzore
Vice President - Program Manager
San Diego, CA, US
Adeline Wong
SVP, Head of Retirement Plan Programs and Strategy
San Diego, CA, US
Deepti Tivel
Managing Director, Head of Talent Acquisition
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Jeff Buchheister
Chief Financial Officer
San Diego, CA, US
Andy Watts
President, Tax Channel
Texas, United States
Scott Hennon
Chief Information Security Officer and Head of Enterprise IT Risk Management
Florida, United States
Andrea Shane
Managing Director, Head of Sales and Growth Operations
Florida, United States
Michael Durbin
Chief Executive Officer
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