Kenneth Bart Email & Phone Number
Retirement Counselor and Retail Asset Retention Associate at Prudential Retirement @ Prudential Financial
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Kenneth Bart Location
- Albany, NY, US
Kenneth Bart Work
- 2020 -now Retirement Counselor and Retail Asset Retention Associate at Prudential Retirement @
- 2022 -2022 Small Mid Market Relationship Manager @
- 2014 -2020 Retirement Planning Consultant @
- 2013 -2014 Lead Specialist Affiliate 401k's @
- 2013 -2013 Financial Analyst and Team Lead @
- 2008 -2013 Financial Services Representative @
- 2008 -2008 Student Intern @
Kenneth Bart Education
- The College of Saint Rose
Advanced Certificate (Financial Planning)
2010-2012 - The College of Saint Rose
Masters (Business Administration)
2010-2012 - Siena College
Bachelor's (Marketing/Management)
2004-2008
Kenneth Bart Skills
- Investments
- Finance
- Financial Analysis
- Retirement Planning
- Microsoft Excel
- Leadership
- Mutual Funds
- Retirement
- Rollovers
- Strategic Financial Planning
- Financial Services
- Management
- Series 6
- Customer Service
- Estate Planning
- Banking
- Marketing
- Marketing Strategy
- Loans Administration
- Program Management
- Public Speaking
- Series 63
- Organizational Transitions
- CRPC
- Series 65
- Life Insurance
- Relationship Development
Kenneth Bart Summary
- Kenneth Bart, based in Albany, NY, US, is currently a Retirement Counselor and Retail Asset Retention Associate at Prudential Retirement at Prudential Financial. Kenneth Bart brings experience from previous roles at Principal Financial Group, Transamerica Retirement Solutions, GE and Nationwide Retirement Solutions. Kenneth Bart holds a 2010 - 2012 Advanced Certificate in Financial Planning @ The College of Saint Rose. With a robust skill set that includes Investments, Finance, Financial Analysis, Retirement Planning, Microsoft Excel and more. Kenneth Bart has 2 emails and 1 mobile phone numbers on RocketReach.
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