Jeffrey Bartleson
- Role
- Bank of Texas at Bank Of Texas
- Location
- Houston, TX, US
- LinkedIn followers
- 500 followers
OperationsView LinkedIn profile
About Jeffrey Bartleson
I am a seasoned financial services executive with over twenty-five years of experience…
Experience
Bank of Texas
Present
Education
College for Financial Planning
Accredited Asset Management Specialist
2009 — 2010
Colorado State University
Bachelor of Science (B.Sc.), Business Administration and Management, General
1989 — 1994
College for Financial Planning
Chartered Retirement Planning Counselor
2008 — 2009
Skills
- Coaching
- Financial Markets
- Strategic Consulting
- Wealth Accumulation
- Life Insurance
- Independent Financial Advice
- Stock Trading
- Series 7
- Investment Properties
- Strategic Planning
- Risk Analysis
- Asset Protection
- Series 63
- Aams
- Financial Services
- Long Term Care Insurance
- Retirement Benefits
- Financial Risk
- Return on Investment
- Financial Advisory
- Organizational Effectiveness
- Liability Analysis
- Disability Insurance
- Wealth Management
- Investment Strategies
- Alternative Investments
- Cash Management
- Leadership Development
- New Business Development
- Communication
- Securities
- Estate Planning
- Continuous Improvement
- Wealth Preservation
- Mutual Funds
- Asset Allocation
- Risk Management
- Etfs
- Crpc
- Financial Planning
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