Andrew Bartlett
Team Leader, Investment Solutions @Fidelity Investments
Denver, CO, US
EMAILS
a••••••••@fmr.com
MOBILE NUMBERS
+13•••••••35
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WORK HISTORY
Apr 2023 — Present
Team Leader, Investment Solutions @Fidelity Investments
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Have the opportunity to lead a team of Investment Solutions associates to best meet our clients needs through long and short term financial planning. This includes, but is not limited to, retirement analysis and investment recommendation in self and professionally managed client portfolios. Promoted to Senior Team Leader April 2023. Promoted to Director Team Leader January 2026.
EDUCATION
2011 — 2015
Colorado State University
Bachelor of Arts (B.A.), Economics
N/A
Marquette High School
Chesterfield, MO
SKILLS
Microsoft WordMicrosoft PowerpointTeamworkSocial MediaLeadershipTime ManagementMarketingPublic SpeakingCustomer ServiceManagementFinanceEvent PlanningPowerpointMicrosoft ExcelMicrosoft OfficeSocial Networking
ABOUT ANDREW BARTLETT
Series 9/10, Series 7, Series 63, Series 66 licensed.
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