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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
William E. Simon School of Business
Master of Business Administration (M.B.A.) (Merit Scholarship Recipient)
2000-2001
University of Richmond
Bachelor of Arts (B.A.) (Dr. William and Anne Frazier Scholarship Recipient)
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 Merit Scholarship Recipient @ William E. Simon School of Business. With a robust skill set that includes Fixed Income, Portfolio Management, Investments, Asset Management, Credit and more. Philip Bartlett has 1 emails on RocketReach.
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