Rob Bartenstein is a highly qualified professional, that works in Kestra Financial main office of which is in 1. on the position of Ceo, Private Wealth Services from 2016. Rob gained professional experience in more than six positions at various companies. Rob Bartenstein went to the George Mason University - Antonin Scalia Law School and got education there from 1996 to 1999. Indianapolis, Indiana is the city, where the professional was lastly known to be situated. This expert's phone and email can be accessed through this website by request.
Name variants:
Robert Bartenstein
Last updated Jun 04, 2024
Contact Information
Last Update
Jul 5, 2022
Email
ro**@morganstanley.com, ro**@kestrafinancial.com, ro**@gmail.com
Location
Indianapolis, IN
Company
Kestra Financial
Workplace
Ceo, Private Wealth Services
Work History
Ceo, Private Wealth Services
5707 Southwest Pkwy, Austin, TX 78735
Stand-alone RIA, part of the robust Kestra Financial platform. Kestra PWS provides wirehouse advisors the best in class, full service path to independence and true business ownership. Fully ...
from Apr 2016
Chief Executive Officer
3570 Carmel Mountain Rd, San Diego, CA 92130
In 2016, Washington Wealth Management became Kestra Private Wealth Services. This page is no longer active. Please follow us on the Kestra Private Wealth Services Page to continue to receive...
Nov 1, 2011 — Apr 2016
Vice President at Morgan Stanley
1585 Broadway, New York, NY 10003
Morgan Stanley mobilizes capital to help governments, corporations, institutions and individuals around the world achieve their financial goals. For over 75 years, the firm's reputation for ...
Education
1991 — 1994
Occupations
Executive
Vice President
Leader
Guide
Accountant
Finance and Accounting Specialist
Chief Executive
Managers
Tour Guide
Accounting Bookkeeper
Bookkeeper
Skills
Wealth Management
Investments
Investment Advisory
Series 7
Asset Management
Strategic Financial Planning
Alternative Investments
Asset Allocation
Financial Services
Series 63
Financial Planning
Financial Advisory
Investment Strategies
Etfs
Mutual Funds
Portfolio Management
Brokerage
Retirement Planning
Securities
Equities
Finance
Business Development
Investment Management
Independence
Rias
Hedge Funds
Wealth Management Services
Entrepreneurship
Strategic Leadership
Fixed Income
Educational Leadership
Custodial Services
Custodians
Cross Functional Team Leadership
FAQs about Rob Bartenstein
What's the main profession of Rob Bartenstein?
The expert is a Ceo, Private Wealth Services.
What jobs is Rob proficient at at?
The expert is proficient at Executive and Vice President jobs.
Where is Rob Bartenstein currently located?
Rob is located in Indianapolis, Indiana.
What is the professional's email?
The expert's email is ro**@morganstanley.com and ro**@kestrafinancial.com.
Where did Rob Bartenstein work?
Rob Bartenstein worked at Kestra Financial, Washington Wealth Management.
Where has Rob Bartenstein studied?
Rob studied at the George Mason University - Antonin Scalia Law School from 1996 to 1999.
Are there any industries Rob Bartenstein is connected to?
Rob works in Financial Services industry.
What are special skills of Rob Bartenstein?
Rob Bartenstein has the following skills: Wealth Management, Investments, Investment Advisory, Series 7, Asset Management, Strategic Financial Planning, Alternative Investments, and Asset Allocation.