Aliya Riddle
Wealth Advisor at Bartlett Wealth Management
- Role
- Wealth Advisor at Bartlett Wealth Management
- Location
- Cincinnati, OH, US
- LinkedIn followers
- 500 followers
About Aliya Riddle
At Bartlett, we see life\'s transitions as opportunities for growth. Our team of wealth management experts will partner with you to chart the best path forward. Together we will explore, build, and execute investment and financial planning strategies tailored to meet your individual needs and objectives.Our success relies on uncompromising integrity and market vigilance. As new trends and technologies emerge, our wealth management experts will do the research and prepare for what’s next. Our sights are always set on moving you closer to your goals.Your well-being is our bottom line.
Experience
Wealth Advisor
Apr 2022 — Present · Cincinnati, OH, US
Education
University of Notre Dame
BBA, Finance
2002 — 2006
Skills
- Account Reconciliation
- Investments
- Microsoft Office
- Cost Basis Reporting
- Communication
- Analysis
- Sharepoint
- Banking
- Bloomberg
- Customer Service
- Client Service Oriented
- Financial Policies & Procedures
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