Bart Tucker Email & Phone Number

I am a driven professional with a variety of experience in the financial industry including investments, lending, relationship management, technology implementation, and interpersonal skills. I have worked in the Finance Industry since 2002. Specialized experience includes individual and small business investments, financial and credit analysis, marketing and sales, customer service, portfolio management, risk analysis and relationship banking.I currently work with individuals and small businesses and I focus on investment advice and retirement planning for the serious, long-term investor. I make it a priority to understand what is most important to my clients, partner with them to plan for retirement, provide sensible insurance solutions, and preserve wealth. I am interested in opportunities that allow me to work with people who challenge me to do better. Integrity and efficiency are some of the core principles that drive my performance. I thrive in the pursuit of success and get great satisfaction when I can make something better!Specialties: Investments, Commercial Real Estate, Construction, C&I and Municipal Lending; Customer Service

Listed skills include Loans, Banking, Credit, Portfolio Management, and 10 others.