Cassandra Bartlett
Summary
A results-driven wealth management professional with 20+ years of experience, seeking to advance career and contribute to the growth of a firm. Specializing in strategic investment strategies and personalized wealth management solutions, I have a proven track record of driving financial success for clients. Actively pursuing opportunities in the dynamic markets of Kansas City, San Diego, or the San Francisco Bay area to leverage my extensive industry knowledge and deliver exceptional results.
Overview
17
17
years of professional experience
1
1
Certificate
Work History
VP, Branch Manager
Charles Schwab
05.2023 - Current
- Guided two branch teams in sales coaching and strategy planning.
- Featured in a nationally broadcast campaign for Schwab. https://www.youtube.com/watch?v=TZXmZ1wYFik
- Pioneered key projects in various geographic sectors.
Branch Manager
Charles Schwab
08.2021 - 05.2023
- Launched and successfully onboarded a new company division.
- Directed efforts in enhancing consultant performance through structured coaching and development programs.
- Honored with national peer award for exceptional contributions in 2022.
VP, Assistant Branch Manager
Charles Schwab
10.2019 - 08.2021
- Co-led sales coaching and business strategy planning across 4 branch locations.
- Ranked in highest 1% for overall employee engagement survey scores.
- Facilitated national education initiatives on effective diversity practices.
Investment Consultant
Charles Schwab
02.2019 - 10.2019
- Generated over $40 million in opportunities within first 5 months.
- Secured top 1% position in national production in initial quarter of employment.
Client Relationship Specialist
Charles Schwab
05.2018 - 02.2019
- Generated opportunities totaling over $55 million within first seven months in role.
- Designed social media strategies in collaboration with Financial Consultants.
President and CEO
Bartlett, Inc.
06.2016 - 05.2018
- Directed store activities encompassing employee management, inventory oversight, and budget administration. Business maintained profitability throughout existence.
- Spearheaded marketing strategies for local hedge fund.
Team Lead, Central Review
Fidelity Investments
07.2015 - 06.2016
- Coached and trained a team of ten Regional Account Delegates.
- Consolidated 700 pages of Excel spreadsheets and several hundred email templates into one interface.
- Presented comprehensive material to high-level stakeholders within various business sectors.
Regional Account Delegate
Fidelity Investments
10.2014 - 07.2015
- Monitored investment guidance and service interactions for Branches, Sales, and High Net Worth clients.
- Enhanced knowledge and adherence to procedures through coaching.
Relationship Manager
Fidelity Investments
06.2008 - 10.2014
- Collaborated with Financial Consultants to expand client base and increase wallet share.
- Adopted new technologies to enhance branch and market success.
Relationship Manager and Investment Analyst
Security Benefit
11.2007 - 05.2008
- Designed personalized retirement investment plans for prospective clients.
- Traveled to investment manager conferences to strengthen professional relationships.
Education
MBA - Concentration in Finance
Baker University
Overland Park, KS12-2006
Bachelor of Arts - Economics
William Jewell
Liberty, MO12-2004
Bachelor of Science - Business Administration
William Jewell
Liberty, MO12-2004
Certification
- Certified Financial Planner
- Certified Wealth Strategist
- FINRA Series 7, 63, 65, 9, 10
- Life and Health Insurance
Timeline
VP, Branch Manager
Charles Schwab
05.2023 - Current
Branch Manager
Charles Schwab
08.2021 - 05.2023
VP, Assistant Branch Manager
Charles Schwab
10.2019 - 08.2021
Investment Consultant
Charles Schwab
02.2019 - 10.2019
Client Relationship Specialist
Charles Schwab
05.2018 - 02.2019
President and CEO
Bartlett, Inc.
06.2016 - 05.2018
Team Lead, Central Review
Fidelity Investments
07.2015 - 06.2016
Regional Account Delegate
Fidelity Investments
10.2014 - 07.2015
Relationship Manager
Fidelity Investments
06.2008 - 10.2014
Relationship Manager and Investment Analyst
Security Benefit
11.2007 - 05.2008
MBA - Concentration in Finance
Baker University
Bachelor of Arts - Economics
William Jewell
Bachelor of Science - Business Administration
William Jewell
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