Juli Bartlett Email & Phone Number
Relationship Manager @ Schwab Advisor Services
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Juli Bartlett Location
- Greenville, SC, US
Juli Bartlett Work
- 2025 -now Relationship Manager @
- 2022 -2025 Director @
- 2022 -2022 Senior Manager @
- 2018 -2022 Relationship Manager, Schwab Advisor Services @
- 2012 -2018 Relationship Management Support @
Juli Bartlett Education
- University of Central Florida
Bachelor of Science - BS (Science Education with a Specialization in Biology)
Juli Bartlett Skills
- Business-to-Business (B2B)
- Microsoft Excel
- Workflow Management
- Microsoft Office
- Teamwork
- Sales Processes
- Consultation
- Negotiation
- Consultative Selling
- Retirement Services
- Presentations
- Presentation Skills
- New Business Development
- Customer Satisfaction
- Communication
- Client Relations
- Client Visits
- Relationship Building
- Partner Relationship Management
- Business Relationship Management
- Customer Service
- Setting Strategic Direction
- Strategic Thinking
- Operational Enhancements
- Strategic Planning
- Leadership
- Customer Relationship Management (CRM)
- Management
Juli Bartlett Summary
- Juli Bartlett, based in Greenville, SC, US, is currently a Relationship Manager at Schwab Advisor Services. Juli Bartlett brings experience from previous roles at DAFgiving360 and Charles Schwab. Juli Bartlett holds a Bachelor of Science - BS in Science Education with a Specialization in Biology @ University of Central Florida. With a robust skill set that includes Business-to-Business (B2B), Microsoft Excel, Workflow Management, Microsoft Office, Teamwork and more. Juli Bartlett has 2 emails and 2 mobile phone numbers on RocketReach.
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