Jeffrey Bartleson
Bank of Texas @Bank Of Texas
Houston, TX, US
EMAILS
MOBILE NUMBERS
+91 *********19
Signup · Get unlimited contacts
WORK HISTORY
Present
Bank of Texas @Bank Of Texas
View department →
EDUCATION
2009 — 2010
College for Financial Planning
Accredited Asset Management Specialist
1989 — 1994
Colorado State University
Bachelor of Science (B.Sc.), Business Administration and Management, General
2008 — 2009
College for Financial Planning
Chartered Retirement Planning Counselor
SKILLS
CoachingFinancial MarketsStrategic ConsultingWealth AccumulationLife InsuranceIndependent Financial AdviceStock TradingSeries 7Investment PropertiesStrategic PlanningRisk AnalysisAsset ProtectionSeries 63AamsFinancial ServicesLong Term Care InsuranceRetirement BenefitsFinancial RiskReturn on InvestmentFinancial AdvisoryOrganizational EffectivenessLiability AnalysisDisability InsuranceWealth ManagementInvestment StrategiesAlternative InvestmentsCash ManagementLeadership DevelopmentNew Business DevelopmentCommunicationSecuritiesEstate PlanningContinuous ImprovementWealth PreservationMutual FundsAsset AllocationRisk ManagementEtfsCrpcFinancial Planning
ABOUT JEFFREY BARTLESON
I am a seasoned financial services executive with over twenty-five years of experience…
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.