Jonathan Bartlett

Jonathan Bartlett Email and Phone Number

Senior Investment Specialist, Mariner Private Wealth Management @
Jonathan Bartlett's Location
United States, United States
Jonathan Bartlett's Contact Details

Jonathan Bartlett work email

Jonathan Bartlett personal email

n/a

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About Jonathan Bartlett

With over 25 years of experience in all areas of the Financial Services Industry, I believe I have a proven track record of adapting to a constantly changing environment. A strong team player with great enthusiasm. Able to meet all requirements with regard to trading, portfolio analytics, systems usage, client contact and Investment decisions.

Jonathan Bartlett's Current Company Details
Mariner Private Wealth Management

Mariner Private Wealth Management

Senior Investment Specialist, Mariner Private Wealth Management
Jonathan Bartlett Work Experience Details
  • Mariner Private Wealth Management
    Senior Investment Specialist
    Mariner Private Wealth Management Apr 2024 - Present
    Boca Raton, Florida, United States
  • Fidelity Capital Markets
    Nasdaq Principal Trader
    Fidelity Capital Markets 1995 - 2001
    1 World Financial
    • Successfully managed a list of ten to forty stocks over a four-year period, trading high volumes each day in a fast paced market. Generated average annual revenue of $3.5 million over the last three years.• Executed private client order flow, mid level sized order flow as well as large institutional orders.• Initiated multi million dollar positions during the day based on market levels and individual stock levels.• Trained six new assistants in all aspects of trading, compliance and market environments – not just NASDAQ market making.
  • Fidelity National Financial
    International Market Maker
    Fidelity National Financial 1998 - 2000
    View
  • Fidelity National Financial
    International Market Maker
    Fidelity National Financial 1998 - 2000
    View
  • Fidelity National Financial
    International Market Maker
    Fidelity National Financial 1998 - 2000
    View
  • Fidelity National Financial
    International Market Maker
    Fidelity National Financial 1998 - 2000
    View
  • Swiss Bank
    Trader
    Swiss Bank 1990 - 1995
    • Sole trader for the Private Client Division, responsible for all Equity, Bond, Currency, Derivative and Deposit transactions for assets totaling approximately $1.2 billion. • Executed, on average, 1500 trades per month, fairly equally divided between foreign and domestic orientation.• Participated in the start up of four very successful funds – two mutual funds and two index funds. Total assets combined grew to more than $2 billion within three years.• Set up a procedure to capture additional revenue on foreign exchange transactions.• Responsible for hiring and training 6 individuals in the trading department as the division expanded.• Co-established the Investment Advisory Group which generated fresh ideas for clients and produced a new revenue stream of nearly $1.5 million.• Interacted directly with high net worth individuals, providing marketable ideas and proposals.• Executed large block trades for clients in takeover situations.• Provided daily market comments to many of the Swiss Bank Corporations offices all over the country and in Switzerland.• Responsible for all trading compliance issues from systems to legality of new techniques.
  • Bank Of Tokyo
    Trader
    Bank Of Tokyo 1978 - 1980

Jonathan Bartlett Skills

Capital Markets Fixed Income Fixed Income Products Securities Technical Analysis Customer Relations Strategic Planning Investments Risk Management Asset Management Marketing Strategy Portfolio Management Asset Managment Financial Analysis Equity Trading Hedge Funds Investment Advisory Mutual Funds Series 7 Financial Markets Derivatives Equities Bloomberg Customer Service

Jonathan Bartlett Education Details

  • Basildon College Of Further Education
    Basildon College Of Further Education
  • St Anselms Comprehensive School
    St Anselms Comprehensive School

Frequently Asked Questions about Jonathan Bartlett

What company does Jonathan Bartlett work for?

Jonathan Bartlett works for Mariner Private Wealth Management

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

Jonathan Bartlett's current role is Senior Investment Specialist, Mariner Private Wealth Management.

What is Jonathan Bartlett's email address?

Jonathan Bartlett's email address is jb****@****ial.com

What is Jonathan Bartlett's direct phone number?

Jonathan Bartlett's direct phone number is +120325*****

What schools did Jonathan Bartlett attend?

Jonathan Bartlett attended Basildon College Of Further Education, St Anselms Comprehensive School.

What skills is Jonathan Bartlett known for?

Jonathan Bartlett has skills like Capital Markets, Fixed Income, Fixed Income Products, Securities, Technical Analysis, Customer Relations, Strategic Planning, Investments, Risk Management, Asset Management, Marketing Strategy, Portfolio Management.

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