Bart L Reese

Portfolio Specialist

Bart L Reese is a eficient expert, working in Fidelity Investments main office of which is in 499. on the position of Portfolio Specialist since 2018. Bart L Reese has earned professional experience in more than four positions at various companies. Bart L Reese went to the University of Utah and was studying there. Colorado Springs, Colorado is the area, where this expert was known to be situated. This professional's email address and phone are accessed through this website by request.
Name variants:
Bartholomew Reese
Last updated Jul 04, 2024

Contact Information

Last Update
Jul 13, 2022
Email
ba**@gmail.com, ba**@transamerica.com, br**@msn.com
Location
Colorado Springs, CO

Workplace

Fidelity Investments
Portfolio Specialist

Boston, MA

Industry

Financial Services

Work History

Portfolio Specialist

245 Summer St, Boston, MA 02210
from Aug 2018

Registered Representative

16132 north High Desert St SUITE 100, Nampa, ID
from Apr 2017

Senior Retirement Counselor

Maryland
Consulted with Doctors, Nurses, Professors Effectively communicated the many steps of the consolidation process Trained New Sales Counselors
Aug 2010 — Jan 2017

Benefits Specialist

75 south 500 west, Bountiful, UT 84010
I specialized in providing Medical and Dental cost savings to companies.
Feb 2009 — Dec 2013

Occupations

Accountant
Finance and Accounting Specialist
Representative
Accounting Bookkeeper
Bookkeeper

Skills

Sales
Retirement Planning
Investments
Employee Benefits
Leadership
Insurance
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