Dj Bartlett

Dj Bartlett Email and Phone Number

Wealth Assistant | Participant Engagement Specialist @ Achieve Retirement
denver, colorado, united states
Dj Bartlett's Location
Fort Collins, Colorado, United States, United States
Dj Bartlett's Contact Details

Dj Bartlett work email

Dj Bartlett personal email

n/a
About Dj Bartlett

I currently serve as the Wealth Assistant & Participant Engagement Specialist at Achieve Retirement, an independent, full service Employer Sponsored Plan and Individual Financial Planning services team. My role allows me to present, educate, and encourage employees to create confident savings plans that are easy to understand, applicable to any financial goal, and maintainable through their working careers. I also have the pleasure of working with individuals who wish to engage in personal financial planning or personal investing. I enjoy building meaningful relationships with clients and helping them clear the unknown of saving for financial goals.

Dj Bartlett's Current Company Details
Achieve Retirement

Achieve Retirement

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Wealth Assistant | Participant Engagement Specialist
denver, colorado, united states
Website:
achieveretirement.com
Employees:
6
Dj Bartlett Work Experience Details
  • Achieve Retirement
    Wealth Assistant
    Achieve Retirement Mar 2023 - Present
    View
  • Achieve Retirement
    Participant Engagement Specialist
    Achieve Retirement Mar 2021 - Present
    Fort Collins, Colorado, United States
    View
  • Hudl
    Customer Success Manager
    Hudl Jul 2019 - Mar 2022
    Lincoln, Nebraska Area
    Surpass aggressive renewal numbersBuild value in current product Hudl offerings and look for ways to upgrade and cross-sellBuild long-lasting users and relationships through proper expectations and engagement efforts throughout the renewal processCoordinate with the sales team to ensure communication with client and the Hudl team is consistent and meaningfulCoordinate with key stakeholders on the sales team and in other areas of the company to drive revenue growthProvide frontline feedback to key stakeholders across Hudl on our current and future strategy
    View
  • Verizon Wireless
    Solutions Sales Specialist
    Verizon Wireless Oct 2018 - Jul 2019
    Lincoln, Nebraska Area
    Finding opportunities to maximize account potential for sales goals.Analyzing business accounts to help businesses run more efficiently.Providing exceptional customer service to keep customers coming back.Continuously updating Salesforce leads to build pipeline of customers.
  • Proformance Physical Therapy, Llc
    Physical Therapist Tech
    Proformance Physical Therapy, Llc May 2018 - Oct 2018
    Lincoln, Nebraska Area
    Opened and closed the clinic (organized flow sheets, stim pads, etc.)Lead patient care through rehabilitative exercises and techniques.Cared for patients and listened to patient needs and concerns.
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  • The Lodge At Wilderness Ridge
    Server Trainer & Server
    The Lodge At Wilderness Ridge Dec 2014 - Aug 2018
    Lincoln, Nebraska Area
    Trained new hires on proper steps of service and product knowledge. Managed a weekly league through dining experience.
  • Continuum Financial - A Member Of The Massmutual Financial Group
    Financial Services Professional
    Continuum Financial - A Member Of The Massmutual Financial Group May 2014 - Nov 2014
    Lincoln, Nebraska Area
    I provide an analysis of your current financial situation and help you:- Identify financial goals and concerns- Illustrate what is being done to reach your goals- Identify gaps, if present, and offer solutions to fill them.
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  • Continuum Financial - A Member Of The Massmutual Financial Group
    Financial Advisor Intern
    Continuum Financial - A Member Of The Massmutual Financial Group Jan 2014 - May 2014
    View
  • Darden Restaurants
    Server
    Darden Restaurants Jun 2013 - Jul 2014
    View
  • Dupont Pioneer
    Maintenance
    Dupont Pioneer May 2011 - Aug 2011

Dj Bartlett Skills

Financial Analysis Retirement Planning Life Insurance Finance Marketing Economics Communication

Dj Bartlett Education Details

Frequently Asked Questions about Dj Bartlett

What company does Dj Bartlett work for?

Dj Bartlett works for Achieve Retirement

What is Dj Bartlett's role at the current company?

Dj Bartlett's current role is Wealth Assistant | Participant Engagement Specialist.

What is Dj Bartlett's email address?

Dj Bartlett's email address is da****@****udl.com

What schools did Dj Bartlett attend?

Dj Bartlett attended University Of Nebraska-Lincoln.

What are some of Dj Bartlett's interests?

Dj Bartlett has interest in Children.

What skills is Dj Bartlett known for?

Dj Bartlett has skills like Financial Analysis, Retirement Planning, Life Insurance, Finance, Marketing, Economics, Communication.

Who are Dj Bartlett's colleagues?

Dj Bartlett's colleagues are Elizabeth (Beth) Lockwood, Jessica Cwik, Crps, Cpfa, Qka, Abigail Riley, Thomas Little, Cfp®, Cpfa, Patterson Mckinlay, Mba, Aifa.

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