Operations Director @ (February 2021 - October 2021)
Branch Manager @ (September 2016 - February 2021)
Team Manager @ (January 1999 - August 2016)
Ray Bartolome Education
University of Warwick 2011-2015
Renmin University of China 2008-2011
Qingdao University of Science and Technology 2004-2008
Ray Bartolome Skills
Leadership
Series 63
Electrocatalysis
Spectroscopy
Banking
Securities Regulation
Chemistry
Retirement Planning
Scanning Electron Microscopy
Photochemistry
Portfolio Management
Investments
Relationship Management
Nanoparticles
Process Improvement
Microscopes
Asset Allocation
Catalysis
Financial Services
Wealth Management
Equities
Mutual Funds
Characterization
Research and Development R&d
FINRA
Analytical Chemistry
Risk Management
Asset Management
Customer Service
Electrochemistry
Business Process Improvement
Management
Physical Chemistry
Trading
Science
Series 7
Securities
Nanotechnology
Research and Development
Ray Bartolome Summary
Ray Bartolome, based in Ontario, CA, US, is currently a Chief Operating Officer at Falcon Wealth Planning, Inc.. Ray Bartolome brings experience from previous roles at Falcon Wealth Planning, Inc., TD Ameritrade and Charles Schwab. Ray Bartolome holds a 2011 - 2015 University of Warwick. With a robust skill set that includes Leadership, Series 63, Electrocatalysis, Spectroscopy, Banking and more. Ray Bartolome has 2 emails and 1 mobile phone numbers on RocketReach.
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