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© All Rights Reserved. ApplyBlast.com
Bartlett Wealth Management
A Wealth Advisor and Portfolio Manager in the Finance department of a Financial Services company is responsible for managing client wealth and investment portfolios. This mid-senior level role requires a Bachelor's Degree and is based in Cincinnati, Ohio. The position involves providing financial guidance and managing assets for clients within the financial services industry.
Financial firm specializing in retirement and investment strategies, creating plans that help your money work for you.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Bartlett Wealth Management.
Bartlett Wealth Management didn’t post a salary, so this is our estimate from similar listings.
3% above the average for this role