Anna Bartle

Anna Bartle Email and Phone Number

Client Services Manager at ATLAS WEALTH ADVISERS @ ATLAS WEALTH ADVISERS
madison, wisconsin, united states
Anna Bartle's Location
Madison, Wisconsin, United States, United States
Anna Bartle's Contact Details

Anna Bartle work email

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About Anna Bartle

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

Anna Bartle's Current Company Details
ATLAS WEALTH ADVISERS

Atlas Wealth Advisers

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Client Services Manager at ATLAS WEALTH ADVISERS
madison, wisconsin, united states
Website:
awateam.com
Employees:
5
Anna Bartle Work Experience Details
  • Atlas Wealth Advisers
    Client Services Manager
    Atlas Wealth Advisers Apr 2018 - Present
    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.
  • Children And Families, Wisconsin Department Of
    Specialist
    Children And Families, Wisconsin Department Of Mar 2017 - Mar 2018
    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
  • Children And Families, Wisconsin Department Of
    Operations Assistant
    Children And Families, Wisconsin Department Of Jul 2016 - Mar 2017
    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
  • University Of Minnesota
    Administrative Assistant
    University Of Minnesota 2014 - Jul 2016
    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
  • Fastenal
    Fleet Administration Support And Sales
    Fastenal Feb 2011 - Mar 2014
    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
  • East Manor Apartments
    Assistant Property Manager
    East Manor Apartments Oct 2011 - Apr 2013
    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
  • Winona State University
    Participant In Outdoor Leadership Semester
    Winona State University Aug 2009 - Dec 2009
    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
  • Technigraph
    Line Operator
    Technigraph Jun 2009 - Aug 2009
    Inspected detailed, screen printed bottlesCleaned screen printing machinesMade minor repairs on printing machines Packed boxes
  • Haven Homes
    Housekeeper
    Haven Homes May 2008 - Aug 2008
    Cleaned resident's rooms and bathrooms, offices, dining rooms and other odd cleaning jobs
  • Hillside Fishhouse
    Hostess/Waitress
    Hillside Fishhouse Aug 2006 - May 2007
    Provided customer service in person and on the phoneServed food efficiently in a fast-paced environmentBussed tablesCleaned kitchen and dining room

Anna Bartle Education Details

Frequently Asked Questions about Anna Bartle

What company does Anna Bartle work for?

Anna Bartle works for Atlas Wealth Advisers

What is Anna Bartle's role at the current company?

Anna Bartle's current role is Client Services Manager at ATLAS WEALTH ADVISERS.

What is Anna Bartle's email address?

Anna Bartle's email address is ab****@****eam.com

What schools did Anna Bartle attend?

Anna Bartle attended Winona State University.

Who are Anna Bartle's colleagues?

Anna Bartle's colleagues are Jordan Truttschel, Aif®, Douglass Belt, Bfa™, Jonah Nelson, Cfp® Chfc® Aif®, Scott Richardson, Chfc®, Aams®, Aif®, Rick Wittmann.

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