Thomas Bartling Email & Phone Number
Vice President, Advanced Wealth Planning @ Lido Advisors, LLC
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Thomas Bartling Location
- Mount Dora, FL, US
Thomas Bartling Work
- 2026 -now Vice President, Advanced Wealth Planning @
- 2023 -2026 Senior Associate, Advanced Wealth Planning @
- 2021 -2023 Associate-Wealth Management @
- 2020 -2021 Associate Financial Planner @
- 2017 -2020 Financial Service Representative II-MLO @
- 2015 -2017 Branch Service Specialist @
- 2014 -2015 Rinse @
- 2010 -2014 Sales Associate @
- 2012 -2013 Pathmaker Intern @
Thomas Bartling Education
- San Diego State University
BSBA Financial Planning (Financial Planning and Services)
2018-2020 - San Francisco State University
(Biology/Biological Sciences, General)
2013-2015 - San Diego Miramar College
Associate's degree (Biology, General)
Thomas Bartling Summary
- Thomas Bartling, based in Mount Dora, FL, US, is currently a Vice President, Advanced Wealth Planning at Lido Advisors. Thomas Bartling brings experience from previous roles at Lido Advisors, Aspiriant, Platt Wealth Management and San Diego County Credit Union. Thomas Bartling holds a 2018 - 2020 BSBA Financial Planning in Financial Planning and Services @ San Diego State University. Thomas Bartling has 2 emails and 2 mobile phone numbers on RocketReach.
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