Thomas Bartley Email & Phone Number
Senior Vice President of Sales @ MERiTAGE Wealth Insurance Advisors
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Thomas Bartley Location
- Portland, OR, US
Thomas Bartley Work
- 2024 -now Senior Vice President of Sales @
- 2022 -2024 Vice President @ Financial Strategies Group, LLP
- 2017 -2022 Vice President @
- 2014 -2017 Sales Vice President @
Thomas Bartley Education
- Oregon State University 1972-1976
Thomas Bartley Skills
- Life Insurance
- Insurance
- Retirement Planning
- Financial Services
- Fixed Annuities
- Series 63
- Estate Planning
- Disability Insurance
- Long-term Care
- Mutual Funds
- Retirement
- Strategic Financial Planning
- Term Life Insurance
- Wealth Management
- Financial Planning
- Wealth Transfer
- Business Succession Planning
- Succession Planning
- Long Term Care
Thomas Bartley Summary
- Thomas Bartley, based in Portland, OR, US, is currently a Senior Vice President of Sales at MERiTAGE Wealth Insurance Advisors. Thomas Bartley brings experience from previous roles at Financial Strategies Group, LLP, Highland Capital Brokerage and Capitas Financial. Thomas Bartley holds a 1972 - 1976 Oregon State University. With a robust skill set that includes Life Insurance, Insurance, Retirement Planning, Financial Services, Fixed Annuities and more. Thomas Bartley has 2 emails and 1 mobile phone numbers on RocketReach.
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