Joe Walburg Email & Phone Number
Director Of Operations @ Bartlett Wealth Management
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Joe Walburg Location
- Cincinnati, OH, US
Joe Walburg Work
- Director Of Operations @ (January 2016 - Present)
- Manager, Advisory Operations @ (January 2010 - January 2016)
- Supervisor, IA Operations Department @ (January 1996 - January 2010)
- Client Appraisal Coordinator @ (January 1990 - January 1996)
- Corporate Actions Clerk @ (January 1987 - January 1990)
- Trust Assistant II @ (January 1985 - January 1987)
- Trust Assistant I @ (January 1984 - January 1985)
Joe Walburg Education
- Northern Kentucky University
Bachelors (Business Management)
1978-1983 - Highlands High School 1974-1977
Joe Walburg Skills
- APX
- Account Reconciliation
- Advent
- Asset Managment
- Back Office Operations
- Corporate Actions
- Customer Service
- Equities
- Financial Services
- Fixed Income
- Investment Advisory
- Investments
- Leadership
- Management
- Microsoft Office
- Mutual Funds
- Securities
- Series 7
- Strategic Planning
- Wealth Management
- Series 63
- Advisory Services
- Social Media
- Portfolio Management
- Advisory
- Finance
- Operations
- Strategic Financial Planning
- Investment Strategies
- Asset Management
- New Business Development
- Investment Advisory Services
- Financial Analysis
- Strategic Financial
- Research
- Series 65
- Services
- Investment Management
- Access
Joe Walburg Summary
- Joe Walburg, based in Cincinnati, OH, US, is currently a Director Of Operations at Bartlett Wealth Management. Joe Walburg brings experience from previous roles at Bartlett Wealth Management. Joe Walburg holds a 1978 - 1983 Bachelors in Business Management @ Northern Kentucky University. With a robust skill set that includes APX, Account Reconciliation, Advent, Asset Managment, Back Office Operations and more. Joe Walburg has 2 emails and 1 mobile phone numbers on RocketReach.
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