Philip Bartlett Email & Phone Number
Senior Vice President - Investment Consultant @ Morgan Stanley
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Philip Bartlett Location
- Boise, ID, US
Philip Bartlett Work
- 2024 -now Senior Vice President - Investment Consultant @
- 2018 -2024 Financial Advisor @
- 2008 -2018 Director, Senior Portfolio Manager @
- 2002 -2008 State Investment Officer @
- 2001 -2002 Fixed Income Analyst @
- 1996 -1999 Emerging Markets Credit Analyst @ Bankgesellschaft Berlin
- 1994 -1995 Deputy Director @
Philip Bartlett Education
- University of Rochester - Simon Business School
Master of Business Administration (M.B.A.) (Finance and Corporate Accounting)
2000-2001 - University of Richmond
Bachelor of Arts (B.A.) (History and Political Science)
1989-1993 - University of Bath
Study Abroad (EMU Policy)
1991-1992 - Woodberry Forest School
Philip Bartlett Skills
- Fixed Income
- Portfolio Management
- Investments
- Asset Management
- Credit
- Financial Analysis
- Investment Management
- Emerging Markets
- Asset Allocation
- Bloomberg
- Financial Modeling
- Investment Strategies
- Management
- Valuation
- Corporate Finance
- Finance
- Sales
- Credit Analysis
- High Yield
Philip Bartlett Summary
- Philip Bartlett, based in Boise, ID, US, is currently a Senior Vice President - Investment Consultant at Morgan Stanley. Philip Bartlett brings experience from previous roles at RBC Wealth Management, Clearwater Advisors, LLC, State of Alaska, Dept of Revenue and General Electric Financial Assurance. Philip Bartlett holds a 2000 - 2001 Master of Business Administration (M.B.A.) in Finance and Corporate Accounting @ University of Rochester - Simon Business School. With a robust skill set that includes Fixed Income, Portfolio Management, Investments, Asset Management, Credit and more. Philip Bartlett has 1 emails and 1 mobile phone numbers on RocketReach.
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