Michael Bartoli Email and Phone Number
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Michael Bartoli is a Regional Manager at Lord, Abbett & Co. LLC at Lord, Abbett & Co. LLC. He possess expertise in accounting, financial analysis, microsoft excel, time management, finance and 12 more skills.
Lord, Abbett & Co. Llc
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- lordabbett.com
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- 1001
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Regional ManagerLord, Abbett & Co. Llc Aug 2022 - PresentNew York City Metropolitan AreaAs 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. -
Regional ManagerLord, Abbett & Co. Llc Jun 2019 - Aug 2022Charlotte, North Carolina AreaAs 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. -
Team Leader Advisor Experience ConsultantLord, Abbett & Co. Llc Jun 2018 - May 2019Jersey CityAs 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. -
Advisor ConsultantLord, Abbett & Co. Llc Mar 2016 - May 2018Jersey CityAs 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. -
Audit SeniorDeloitte Sep 2013 - Mar 2016• 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. -
Tax AssistantSysco Guest Supply Europe Jan 2012 - Aug 2012Princeton -
CsrTd Jan 2011 - Dec 2011 -
Stock Room ManagerCalvin Klein Mar 2008 - May 2010
Michael Bartoli Skills
Michael Bartoli Education Details
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Accounting And Finance
Frequently Asked Questions about Michael Bartoli
What company does Michael Bartoli work for?
Michael Bartoli works for Lord, Abbett & Co. Llc
What is Michael Bartoli's role at the current company?
Michael Bartoli's current role is Regional Manager at Lord, Abbett & Co. LLC.
What is Michael Bartoli's email address?
Michael Bartoli's email address is mb****@****ett.com
What schools did Michael Bartoli attend?
Michael Bartoli attended Rider University.
What skills is Michael Bartoli known for?
Michael Bartoli has skills like Accounting, Financial Analysis, Microsoft Excel, Time Management, Finance, Microsoft Office, Customer Service, Teamwork, Microsoft Word, Quickbooks, Powerpoint, Outlook.
Who are Michael Bartoli's colleagues?
Michael Bartoli's colleagues are Christian Line, Nabanita Sarkar, Brendan Convery, Eli Salzman, Joe Tanchak, Zach Schleimer, Mildred Colon.
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Michael Bartoli
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