Michael Bartoli Email & Phone Number

New York City Metropolitan Area

As a Regional Manager I engage with Financial Advisors to enrich existing relationships and create new relationships within NYC, Garden City, Brooklyn, & Queens. I partner with these intermediaries to promote Lord Abbett products and help meet the investment needs of their clients. My collaborative approach involves sharing Lord Abbett’s perspective on the capital markets, demonstrating deep knowledge of the firm’s investment offerings, and leveraging its extensive resources. My goal is to elevate the investment conversation and thoughtfully position Lord Abbett investment products as intelligently designed solutions.

Charlotte, North Carolina Area

As a Regional Manager I engage with Financial Advisors to enrich existing relationships and create new relationships within the North Carolina & South Carolina region of the United States. I partner with these intermediaries to promote Lord Abbett products and help meet the investment needs of their clients. My collaborative approach involves sharing Lord Abbett’s perspective on the capital markets, demonstrating deep knowledge of the firm’s investment offerings, and leveraging its extensive resources. My goal is to elevate the investment conversation and thoughtfully position Lord Abbett investment products as intelligently designed solutions.

Jersey City

As an Advisor Experience Consultant I engage with Financial Advisors to enrich existing relationships and create new relationships within the NYC/CT region of the United States. I partner with these intermediaries and work with the resources in Lord Abbett’s home office to help deliver an experience that exceeds expectations. My collaborative approach involves sharing Lord Abbett’s perspective on the capital markets, demonstrating deep knowledge of the firm’s investment offerings, and leveraging its extensive resources. My goal is to elevate the investment conversation and thoughtfully position Lord Abbett investment products as intelligently designed solutions.

Jersey City

As an Advisor Consultant I engage with Financial Advisors to enrich existing relationships and create new relationships within the NYC/CT region of the United States. I partner with these intermediaries and work with the resources in Lord Abbett’s home office to help deliver an experience that exceeds expectations. My collaborative approach involves sharing Lord Abbett’s perspective on the capital markets, demonstrating deep knowledge of the firm’s investment offerings, and leveraging its extensive resources. My goal is to elevate the investment conversation and thoughtfully position Lord Abbett investment products as intelligently designed solutions.

• Work closely with client, staff, and management to obtain understanding of financial accounts and establish appropriate testing. • Performed Financial Statement Audits on SEC and Private clients in different industries (Pharmaceutical, Manufacturing, and Retail). • Performed analytical procedures to identify unusual or unexpected performance trends in relation to benchmarks, prior performance, expectations, and current financial conditions. • Led the client communication for our team in regard to inquiries and outstanding requests. • Performed a tie-out on the Year-End financial statements and on the companies quarters. • Mentored and delegate tasks to new hires and interns on each team, providing hand on guidance as needed.

Princeton