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 1 mobile phone numbers on RocketReach.
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Top Ancora Holdings Group Employees
Fred Disanto
Chairman and CEO
Beachwood, OH, US
Richard Renner
President, Family Wealth
Cleveland, OH, US
Brad Zucker
Chief Administrative Officer
Beachwood, OH, US
Kevin Neitzel
Managing Director, Property and Casualty
Rocky River, OH, US
James Chadwick
President, Alternatives
Beachwood, OH, US
William Koenig
Managing Director, Retirement Plan Advisor
Cleveland, OH, US
Larry Joseph
Managing Director
Cleveland, OH, US
Jeffrey van Fossen
Managing Director
Cleveland, OH, US
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