Ryan Bartels Email & Phone Number
Vice President, Family Wealth Advisor @ Ancora Holdings Group
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Ryan Bartels Location
- Cleveland, OH, US
Ryan Bartels Work
- 2024 -now Vice President, Family Wealth Advisor @
- 2022 -now Assistant Vice President, Family Wealth Advisor @
- 2022 -2022 Planning Consultant @
- 2016 -2022 Founder @ Circuit Technologies, LLC
- 2021 -2021 Relationship Manager @
- 2021 -2021 Registered Sales Assistant @ MAP Wealth Management
- 2019 -2021 Wealth Associate @
- 2018 -2018 Intern @
- 2016 -2017 Treasurer @
- 2016 -2016 Intern @
Ryan Bartels Education
- Indiana University Bloomington
Bachelor's degree (Financial Managment)
2015-2019
Ryan Bartels Skills
- Leadership
- Microsoft Office
- Teamwork
- Microsoft Word
- Management
- Social Media
- Microsoft Excel
- Communication
- Finance
- Customer Service
- Strategic Planning
- Sales
Ryan Bartels Summary
- Ryan Bartels, based in Cleveland, OH, US, is currently a Vice President, Family Wealth Advisor at Ancora Holdings Group. Ryan Bartels brings experience from previous roles at Ancora Holdings Group, Fidelity Investments and Circuit Technologies, LLC. Ryan Bartels holds a 2015 - 2019 Bachelor's degree in Financial Managment @ Indiana University Bloomington. With a robust skill set that includes Leadership, Microsoft Office, Teamwork, Microsoft Word, Management and more. Ryan Bartels has 3 emails and 2 mobile phone numbers on RocketReach.
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