Michael Bartoli

About Michael Bartoli

Founded in 1929, Lord Abbett is an independent, privately held asset management firm with a singular focus on the management of money. The firm’s approach is differentiated by its independent perspective, a commitment to active management, and intelligent product design. As an investment-led, investor-focused firm, Lord Abbett is dedicated to delivering superior long-term investment performance and a client experience that exceeds expectations.

Experience

1. Regional Manager

   Lord Abbett

   Aug 2022 — Present · New York, NY, US

   As a Regional Manager I engage with Financial Advisors to enrich existing relationships and create new relationships within NYC, Garden City, Brooklyn, & Queens. I partner with these intermediaries to promote Lord Abbett products and help meet the investment needs of their clients. My collaborative approach involves sharing Lord Abbett’s perspective on the capital markets, demonstrating deep knowledge of the firm’s investment offerings, and leveraging its extensive resources. My goal is to elevate the investment conversation and thoughtfully position Lord Abbett investment products as intelligently designed solutions.

Education

• Rider University

  Master of Accountancy (MAcc), Accounting and Finance

  2008 — 2013

Skills

• Powerpoint
• Microsoft Excel
• Financial Reporting
• Finance
• Customer Service
• Quickbooks
• Forecasting
• Social Media
• Social Networking
• Time Management
• Real Estate
• Financial Analysis
• Teamwork
• Microsoft Office
• Accounting
• Outlook
• Microsoft Word