David Bartz Email & Phone Number
Managing Director - Financial Advisor @ RBC Wealth Management
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David Bartz Location
- Indianapolis, IN, US
David Bartz Work
- Managing Director - Financial Advisor @ (October 2022 - Present)
- Senior Vice President Wealth Management @ (January 2009 - October 2022)
- First Vice President-Wealth Management @ (January 2009 - January 2018)
- Financial Advisor and Vice President @ (January 2000 - January 2009)
- Registered Representative @ (September 1985 - January 2000)
David Bartz Education
- Ball State University
Bachelors of Science (Business)
1981-1986 - North Central High School 1979-1981
David Bartz Skills
- Wealth Management
- Series 7
- Asset Management
- Retirement Planning
- Business Development
- Marketing
- Finance
- Financial Analysis
David Bartz Summary
- David Bartz, based in Indianapolis, IN, US, is currently a Managing Director - Financial Advisor at RBC Wealth Management. David Bartz brings experience from previous roles at UBS, Merrill Lynch and Northwestern Mutual Life. David Bartz holds a 1981 - 1986 Bachelors of Science in Business @ Ball State University. With a robust skill set that includes Wealth Management, Series 7, Asset Management, Retirement Planning, Business Development and more. David Bartz has 1 emails and 2 mobile phone numbers on RocketReach.
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