Certified Financial Planner ® @ (July 2024 - July 2025)
Investment Consultant @ (May 2022 - July 2024)
Financial Representative @ (May 2021 - May 2022)
Workplace Planning Consultant II @ (July 2018 - May 2021)
Workplace Planning and Guidance Consultant II @ (July 2015 - July 2018)
Workplace Planning and Guidance Consultant I @ (March 2014 - July 2015)
Defined Contribution Representative II @ (May 2013 - March 2014)
John Bartlett Education
Bob Jones University
BS (International Business)
2006-2010
John Bartlett Skills
401(k) Retirement Savings Plans
Annuities
Certified Financial Planner
Communication
Community
Community Outreach
Compensation & Benefits
Customer Relationship Management (CRM)
Customer Satisfaction
Customer Service
Emotional Intelligence
Finance
Financial Advisory
Financial Planning
Financial Services
Health Insurance
Insurance Brokerage
Interpersonal Skills
Inventory Management
Investments
Leadership
Leadership Development
Life Insurance
Management
Marketing
Microsoft Excel
Microsoft Word
Nonprofits
Outlook
Public Relations
Public Speaking
Research
Series 10
Series 66
Series 7
Series 9
Social Media
Social Networking
Strategic Planning
Teaching
Team Building
Team Leadership
Teamwork
Training
John Bartlett Summary
John Bartlett, based in Taylors, SC, US, is currently a Financial Advisor - VP at Regions Bank. John Bartlett brings experience from previous roles at Consolidated Planning, Inc. and Fidelity Investments. John Bartlett holds a 2006 - 2010 BS in International Business @ Bob Jones University. With a robust skill set that includes 401(k) Retirement Savings Plans, Annuities, Certified Financial Planner, Communication, Community and more. John Bartlett has 1 emails on RocketReach.
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