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@ampf.com
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2 phones found area 303
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Jeffrey Bartleson Crpc®, Aams® is listed as Accomplished Financial Services Executive | Expert in Investment Management, Financial Planning, and Wealth Advisory | Accredited Asset Management Specialist based in Houston, Texas, United States. AeroLeads shows a work email signal at ampf.com, phone signal with area code 303, and a matched LinkedIn profile for Jeffrey Bartleson Crpc®, Aams®.
Jeffrey Bartleson Crpc®, Aams® previously worked as Senior Vice President, Managing Director, Private Wealth at Bank Of Texas and Managing Director at Rethink Wealth. Jeffrey Bartleson Crpc®, Aams® holds Bachelor Of Science (B.Sc.), Business Administration And Management, General from Colorado State University.
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AeroLeads found 1 current-domain work email signal for Jeffrey Bartleson Crpc®, Aams®. Compare company email patterns before reaching out.
I am a seasoned financial services executive with over twenty-five years of experience, known for my unwavering commitment to delivering exceptional results and providing exemplary customer service. Throughout my illustrious career, I have established myself as a trusted advisor and strategic leader, consistently driving growth and success for my clients and organizations.As an accomplished executive, I have a proven track record of leading high-performing teams and implementing innovative strategies to achieve business objectives. Currently serving as Senior Vice President, Managing Director, Private Wealth at the Bank of Texas, I oversee a team of dedicated financial professionals while also collaborating with advisors within the Private Wealth Group to deliver personalized solutions to clients.One of my key strengths is my ability to build and maintain strong client relationships. With a deep understanding of my clients' needs and goals, I work tirelessly to develop tailored financial plans that align with their unique objectives. My customer-centric approach and commitment to excellence have earned me recognition as a Five Star Wealth Manager, reflecting my dedication to providing top-notch service and delivering value to my clients.Throughout my career, I have demonstrated expertise in investment management, financial planning, and wealth advisory. I am licensed through the Uniform Investment Advisor Law Examination (Series 65) and hold the Accredited Asset Management Specialist (AAMS) and Chartered Retirement Planning Counselor (CRPC) designations. With my extensive knowledge and experience, I am well-equipped to navigate the complexities of the financial markets and provide strategic guidance to my clients.🔗 Let's ConnectIf you are interested in discussing potential opportunities or learning more about my experience, please do not hesitate to reach out. I am always open to new connections and exciting opportunities.
Listed skills include Financial Services, Investments, Risk Management, Wealth Management, and 46 others.
A career timeline built from the work history available for this profile.
Dallas, TX, US
⭐ Spearheaded collaboration efforts with advisors within the Private Wealth Group, resulting in enhanced client satisfaction and retention.⭐ Led a team of Investment Managers across the Texas marketplace, driving excellence in investment strategies and client relationship management.⭐ Enhanced client satisfaction and retention by introducing tailored.
Houston, Texas, US
⭐ Built a high-performing management team through strategic leadership, mentorship, and professional development initiatives, fostering a culture of excellence and innovation.⭐ Increased market competitiveness and sustained growth by reviewing, refining, and developing the company's strategy and direction.⭐ Elevated team performance by managing.
⭐ Boosted the organization's visibility and member engagement by developing and executing a dynamic marketing strategy while serving as a member of the board of directors.⭐ Optimized the organization's future success and direction by leading the nominating committee in identifying and evaluating candidates for elected positions on the executive council.
Omaha, NE, US
⭐ Outperformed targets by assessing, guiding, and advising existing and prospective clients in selecting optimal products and services to align with their unique financial objectives.⭐ Established and strengthened enduring relationships with existing clients while successfully cultivating new client connections.⭐ Drove asset accumulation and retention by.
Minneapolis, MN, US
⭐ Championed significant revenue growth through evaluation, recommendation, and sales of financial products and services to high-net-worth clientele.⭐ Exceeded set goals and objectives, earning recognition as a Top Performer in the Region.⭐ Enhanced client acquisition and retention rates by proactively generating leads and offering investment.
US
⭐ Accelerated the performance and success of financial advisor candidates as a District Manager through strategic leadership, training, and development initiatives.⭐ Achieved rapid client acquisition, securing 300 active clients in less than three years by effectively building a robust book of business, leading to a competitive promotion to District.
US
⭐ Achieved outstanding results by building and maintaining a thriving financial advisory practice, surpassing peers with a portfolio of over 300 clients.⭐ Drove business growth and client retention through proactive cold calls and field visits, strategically outlining retirement and investment plans, tax reduction strategies, asset and risk management.
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Jeffrey Bartleson Crpc®, Aams® is listed as Accomplished Financial Services Executive | Expert in Investment Management, Financial Planning, and Wealth Advisory | Accredited Asset Management Specialist.
AeroLeads has found 1 work email signal at @ampf.com for Jeffrey Bartleson Crpc®, Aams®.
AeroLeads has found 2 phone signal(s) with area code 303 for Jeffrey Bartleson Crpc®, Aams®.
Jeffrey Bartleson Crpc®, Aams® is based in Houston, Texas, United States.
Jeffrey Bartleson Crpc®, Aams® has worked for Bank Of Texas, Rethink Wealth, Hill Country Region Porsche Club Of America, Td Ameritrade, and Ameriprise Financial Services, Inc..
You can use AeroLeads to view verified contact signals for Jeffrey Bartleson Crpc®, Aams®, including work email, phone, and LinkedIn data when available.
Jeffrey Bartleson Crpc®, Aams® holds Bachelor Of Science (B.Sc.), Business Administration And Management, General from Colorado State University.
Jeffrey Bartleson Crpc®, Aams® is listed with skills including Financial Services, Investments, Risk Management, Wealth Management, Retirement Planning, Financial Advisory, Asset Allocation, and Securities.
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