Ray Bartolome Email & Phone Number
Chief Operating Officer @ Falcon Wealth Planning, Inc.
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Ray Bartolome Location
- Ontario, CA, US
Ray Bartolome Work
- Chief Operating Officer @ (October 2021 - Present)
- 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
- Asset Allocation
- Asset Management
- Banking
- Business Process Improvement
- Customer Service
- Equities
- FINRA
- Financial Services
- Investments
- Leadership
- Management
- Mutual Funds
- Portfolio Management
- Process Improvement
- Relationship Management
- Retirement Planning
- Risk Management
- Sales Management
- Sales Management Coaching
- Sales Process
- Securities
- Securities Regulation
- Series 10
- Series 63
- Series 66
- Series 7
- Series 9
- Trading
- Wealth Management
- Electrocatalysis
- Spectroscopy
- Chemistry
- Scanning Electron Microscopy
- Photochemistry
- Nanoparticles
- Microscopes
- Catalysis
- Characterization
- Research and Development R&d
- Analytical Chemistry
- Electrochemistry
- Physical Chemistry
- Science
- 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 Asset Allocation, Asset Management, Banking, Business Process Improvement, Customer Service and more. Ray Bartolome has 2 emails and 1 mobile phone numbers on RocketReach.
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