Garrett Barthelmes
Senior Supervision Principal
- Role
- Senior Supervision Principal at LPL Financial
- Location
- Salt Lake City, UT, US
- LinkedIn followers
- 500 followers
General Business & ManagementView LinkedIn profile
About Garrett Barthelmes
FINRA Series 7, 66, 9, 10, 4, & 24 licensed
Experience
Senior Supervision Principal
Jan 2021 — Present · Salt Lake City, UT, US
Education
Brigham Young University - Idaho
Bachelor of Science (BS), Health Science
2007 — 2010
Skills
- Life & Health Insurance Licenses
- Retirement Planning
- Account Management
- Variable Annuities
- Marketing
- Negotiation
- Investments
- Finance
- Attrition Reduction
- Microsoft Office
- Sales
- Management
- Team Building
- Public Speaking
- Financial Analysis
- Banking
- Leadership
- Business Planning
- Customer Retention
- Financial Performance Improvement
- Customer Service
- Series 7
- Long Term Care Insurance
- Microsoft Excel
- Fixed Annuities
- Performance Auditing
- Disability Insurance
- Decision Making
- Investment Strategies
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