Anna Bartle
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Anna Bartle Email & Phone Number

Client Services Manager at ATLAS WEALTH ADVISERS at ATLAS WEALTH ADVISERS
Location: Madison, Wisconsin, United States 10 work roles 1 school
1 work email found @awateam.com LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 86%

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Current company
Role
Client Services Manager at ATLAS WEALTH ADVISERS
Location
Madison, Wisconsin, United States
Company size

Who is Anna Bartle? Overview

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Quick answer

Anna Bartle is listed as Client Services Manager at ATLAS WEALTH ADVISERS at ATLAS WEALTH ADVISERS, a with 5 employees, based in Madison, Wisconsin, United States. AeroLeads shows a work email signal at awateam.com and a matched LinkedIn profile for Anna Bartle.

Anna Bartle previously worked as Client Services Manager at Atlas Wealth Advisers and Specialist at Children And Families, Wisconsin Department Of. Anna Bartle holds Bachelor Of Science, Business Administration, Economics from Winona State University.

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{first_initial}{last}@awateam.com
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Profile bio

About Anna Bartle

Anna Bartle is a Client Services Manager at ATLAS WEALTH ADVISERS at ATLAS WEALTH ADVISERS.

Current workplace

Anna Bartle's current company

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ATLAS WEALTH ADVISERS
Atlas Wealth Advisers
Client Services Manager at ATLAS WEALTH ADVISERS
madison, wisconsin, united states
Website
Employees
5
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10 roles · 13 years

Anna Bartle work experience

A career timeline built from the work history available for this profile.

Client Services Manager

Current

Responsible for overall office management and organization, day-to-day operations, service work for clients, scheduling and special projects and events. Generates and processes paperwork required to process distributions from an account, transfer accounts, open new accounts, and set up online access.

Apr 2018 - Present

Specialist

ADOPTION ASSISTANCE AMENDMENT SPECIALIST · Provide expertise in the determination of amendments for adoption assistance and subsidized guardianship requests for familiesreceiving Adoption Assistance or Subsidized Guardianship· Plan and provide amendment program services to ensure prompt, efficient responses to professionals and families in accordance withWI Statutes, Administrative Rules and DCF policies and procedures·Work cooperatively and communicate effectively… Show more ADOPTION ASSISTANCE AMENDMENT SPECIALIST · Provide expertise in the determination of amendments for adoption assistance and subsidized guardianship requests for familiesreceiving Adoption Assistance or Subsidized Guardianship· Plan and provide amendment program services to ensure prompt, efficient responses to professionals and families in accordance withWI Statutes, Administrative Rules and DCF policies and procedures·Work cooperatively and communicate effectively, orally and in writing, with other DCF staff, a variety of public and private humanservice agencies, legal staff, individuals and families under a variety of circumstances· Utilize electronic and paper files to track and maintain amendment requests as they flow through the amendment process· Collaborate with DCF Legal staff when families file an appeal regarding adoption assistance Show less

Mar 2017 - Mar 2018

Operations Assistant

ADOPTION SEARCH OPERATIONS ASSISTANT· Prioritize adoption search applications, record requests, and inquiries from the public· Utilize eWiSACWIS to track program activities· Prepare and distribute adoption search forms and publications· Purge and prepare closed adoption records for storage in compliance with the state laws and DCF policy· Identify areas in the program to make efficiencies within the program

Jul 2016 - Mar 2017

Administrative Assistant

Greater Minneapolis-St. Paul Area

ADMINISTRATIVE ASSISTANT | UNIVERSITY OF MINNESOTA OFFICE OF ECONOMIC DEVELOPMENT· Manage the executive director’s calendar and commitments, develop agendas and meeting materials, make travel arrangements, andprepare expense reimbursements· Provide administrative support to UED, and identify work efficiencies:· Design, evaluate and modify filing systems on an ongoing basis. Order supplies, make copies and scans, efficiently enter data andorganize files. Serve as office… Show more ADMINISTRATIVE ASSISTANT | UNIVERSITY OF MINNESOTA OFFICE OF ECONOMIC DEVELOPMENT· Manage the executive director’s calendar and commitments, develop agendas and meeting materials, make travel arrangements, andprepare expense reimbursements· Provide administrative support to UED, and identify work efficiencies:· Design, evaluate and modify filing systems on an ongoing basis. Order supplies, make copies and scans, efficiently enter data andorganize files. Serve as office receptionist, record and distribute meeting minutes, schedule meetings and conference rooms and set upequipment for meetings· Supervise student employees· Plan events. Create programs and agendas, book venues, coordinate catering, prepare presentation materials, and manage eventrecords· Log requests from the public submitted to the ‘Front Door’ using the Salesforce CRM database, research and compile informationand compose correspondence· Collaborate with the assistant director and senior data analyst and marketing and outreach director· Support the Economic Development Fellows Program by maintaining project records and project requests from companies· Maintain and regularly update the UED progress dashboard and provide annual summary to leadership· Provide PeopleSoft Enterprise Financial System (EFS) and Human Resource Management System (HRMS) support and serve asfinance and human resource point of contact for UED· Developed industry sector contact database for use in broad industry outreach· Created and established office procedures for reconciling and verifying general ledger accounts and financial information· Designed and implemented Salesforce CRM interface for the office Show less

2014 - Jul 2016

Fleet Administration Support And Sales

Winona, Mn And Tucson, Az

• Built relationships with customers by consistently completing orders on time and forming solutions for their difficult issues• Reduced unprofitable inventory 1/3 by organizing, sorting and redistributing the inventory and creating a plan for the rest• Turned a paper filing system into an electronic filing system• Proficiently placed and received orders with vendors• Efficiently and accurately entered repetitive data• Effectively trained new employees on policy and procedure

Feb 2011 - Mar 2014

Assistant Property Manager

East Manor Apartments

Winona, Mn

• Made minor repairs in tenant’s apartments• Assisted in renting all empty apartments and retaining full occupancy through the remainder of my employment• Built relationships with tenants and potential tenants in person and on the phone• Created and filed paperwork• Preformed other administrative tasks as needed

Oct 2011 - Apr 2013

Participant In Outdoor Leadership Semester

Developed critical thinking skillsGained knowledge of outdoor excursions and survival skillsLearned Native American cultureParticipated in a fundraiser for the Lakota in South DakotaAdvertised for and participated in an informational program

Aug 2009 - Dec 2009

Line Operator

Technigraph

Inspected detailed, screen printed bottlesCleaned screen printing machinesMade minor repairs on printing machines Packed boxes

Jun 2009 - Aug 2009

Housekeeper

Haven Homes

Cleaned resident's rooms and bathrooms, offices, dining rooms and other odd cleaning jobs

May 2008 - Aug 2008

Hostess/Waitress

Hillside Fishhouse

Provided customer service in person and on the phoneServed food efficiently in a fast-paced environmentBussed tablesCleaned kitchen and dining room

Aug 2006 - May 2007
Team & coworkers

Colleagues at ATLAS WEALTH ADVISERS

Other employees you can reach at awateam.com. View company contacts for 5 employees →

1 education record

Anna Bartle education

FAQ

Frequently asked questions about Anna Bartle

Quick answers generated from the profile data available on this page.

What company does Anna Bartle work for?

Anna Bartle works for ATLAS WEALTH ADVISERS.

What is Anna Bartle's role at ATLAS WEALTH ADVISERS?

Anna Bartle is listed as Client Services Manager at ATLAS WEALTH ADVISERS at ATLAS WEALTH ADVISERS.

What is Anna Bartle's email address?

AeroLeads has found 1 work email signal at @awateam.com for Anna Bartle at ATLAS WEALTH ADVISERS.

Where is Anna Bartle based?

Anna Bartle is based in Madison, Wisconsin, United States while working with ATLAS WEALTH ADVISERS.

What companies has Anna Bartle worked for?

Anna Bartle has worked for Atlas Wealth Advisers, Children And Families, Wisconsin Department Of, University Of Minnesota, Fastenal, and East Manor Apartments.

Who are Anna Bartle's colleagues at ATLAS WEALTH ADVISERS?

Anna Bartle's colleagues at ATLAS WEALTH ADVISERS include Jonah Nelson, Cfp® Chfc® Aif®, Scott Richardson, Chfc®, Aams®, Aif®, Douglass Belt, Bfa™, Rick Wittmann, and Jordan Truttschel, Aif®.

How can I contact Anna Bartle?

You can use AeroLeads to view verified contact signals for Anna Bartle at ATLAS WEALTH ADVISERS, including work email, phone, and LinkedIn data when available.

What schools did Anna Bartle attend?

Anna Bartle holds Bachelor Of Science, Business Administration, Economics from Winona State University.

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