Jp Bartolomeo
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Jp Bartolomeo Email & Phone Number

Founder and President at The Charlotte Group
Location: Colts Neck, New Jersey, United States 11 work roles 2 schools
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Current company
The Charlotte Group
Role
Founder and President
Location
Colts Neck, New Jersey, United States
Company size
151 employees

Who is Jp Bartolomeo? Overview

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Jp Bartolomeo is listed as Founder and President at The Charlotte Group, a company with 151 employees, based in Colts Neck, New Jersey, United States. AeroLeads shows a matched LinkedIn profile for Jp Bartolomeo.

Jp Bartolomeo previously worked as Founder & President at The Charlotte Group and Foundation Board Member, NJ Sharing Network at Nj Sharing Network. Jp Bartolomeo holds Bachelor'S Degree, Business, Management, Marketing, And Related Support Services from Kean University.

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The Charlotte Group

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Profile bio

About Jp Bartolomeo

☑ MY EXPERIENCE AND EXPERTISE:As a fiercely driven executive, I generate new business, expand existing business, and accelerate revenue growth by earning credibility among customers. I enjoy nurturing relationships with clients to boost account retention and referrals. In addition, I possess an affinity for problem-solving and harness the power of momentum to deliver unprecedented results. Furthermore, I am repeatedly recognized for developing out-of-the-box strategies. My entrepreneurial spirit has enabled me to open and operate three successful companies: (1) The Charlotte Group; (2) KEM Advantage; and (3) The Max Challenge Of Marlboro. I have also been elected twice to serve as the Mayor of Colts Neck Township in New Jersey. These experiences not only highlight my spirt of entrepreneurship, but my delight in challenging the status quo.☑ MY NOTABLE CAREER ACHIEVEMENTS:★ Elected twice to serve as the Mayor of Colts Neck Township in New Jersey. Steered several capital improvement projects including state-of-the-art Municipal Building ($12M project) and Multipurpose Field ($2M project).★ Helped to found and establish The Max Challenge of Marlboro, a 10-week fitness and nutrition program. Fastest growing franchise in New Jersey between the 2015 to 2018—100 franchises nationwide.★ Raised $35M in funds at Rockefeller Capital Management by assessing the financial needs of individuals and helping them with decisions on investments (such as stocks and bonds), tax laws, and insurance.★ Opened and built Benchmark’s New Jersey office from the ground up and strategically grew team from one to 12 sales and support professionals—grew New Jersey office to become the firm’s top producing office.★ Inspired and led a high performing team of 15 sales and support professionals to generate $40M in revenue for Deutsche Bank. Ranked ‘Top 3 Producer’ at Deutsche Bank for three (3) consecutive years. ☑ MY CORE COMPETENCIES AND SKILLS:✓ Business Development✓ Account Management✓ Client Acquisition & Retention✓ Revenue Generation & Growth✓ Portfolio Management✓ Strategy Business Planning✓ Mentoring & Coaching✓ Financial Management✓ Stakeholder Communication✓ Client Relationship Management✓ Team Building & Leadership

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Jp Bartolomeo's current company

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The Charlotte Group
The Charlotte Group
Founder and President
New Jersey, United States
Website
njsharingnetwork.org
Employees
151
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11 roles · 14 years

Jp Bartolomeo work experience

A career timeline built from the work history available for this profile.

Founder And President

The Charlotte Group

New Jersey, United States

Founder & President

Current
The Charlotte Group
2012 - Present ~14 yrs 4 mos

Foundation Board Member, Nj Sharing Network

Current
Nj Sharing Network

New Povidence, NJ

Every day, we work to save and enhance lives through organ and tissue donation and provide support to the families of those who gave the Gift of Life. Organ donation is a gift that that has no price tag.NJ Sharing Network is federally-designated, 501(c)3 non-profit organ procurement organization (OPO) that facilitates the gift of life through the recovery.

Jun 2023 - Present

Executive Board Member, Semper Fi Santa

Current
Semper Fi Santa

Colts Neck, NJ

Our MissionTo Honor the service of our military families and service members.To Appreciate their sacrifice.To Inspire our community about the price of freedom.The military families we support are stationed at Naval Weapons Station Earle in Colts Neck, NJ, Marine Corps Recruiting NWS Earle, the Marine Combat logistics Battalion at Red Bank, Nj, and the.

Dec 2015 - Present

Colts Neck Township Committee / Mayor (Elected Head) 2018 , 2022

Current
Colts Neck Township

Colts Neck NJ

Jan 2015 - Present

Financial Advisor

Rockefeller Capital Management

New York, United States

  • As a Financial Advisor, I provided expert guidance and innovative solutions for the comprehensive planning needs of individuals, families, and businesses in the areas of retirement planning, insurance and investment.
  • Grew book of business from $12M to $35M by establishing and cultivating trusting relationships with clients and providing overall product and service value and differentiating support offerings to address customer needs.
  • Increased client acquisitions and referrals by developing and conducting seminars. As a result of COVID19 pandemic, pivoted approach to acquiring new clients by planning and hosting virtual roundtables.
May 2020 - Jun 2022

Financial Advisor

Stifel Financial Corp.

New York, United States

  • Title: Financial AdvisorCompany Name: STIFELLocation: New York, NYTime Period: 2018 – 2020As a Financial Advisor, I managed accounts in accordance with clients’ investment objectives and maintain and grew assets under.
  • Boosted assets under management from zero – $12M by building and maintaining strong relationships with clients and delivering differentiating support and overall product and service value.
  • Improved brand equity and awareness by establishing and cultivating relationships with Brookdale Community College and Monmouth University.
Oct 2018 - May 2020

Senior Managing Director / Office Principal

Benchmark

New Jersey, United States

  • As the Senior Managing Director and Office Principal, I oversaw all aspects of day-to-day business operations for the New Jersey office. I served as the Producing Manager for a $25M production office. In this role, I.
  • Ranked ‘Top 3 Producer’ for nine (9) consecutive years by allowing a degree of risk well below firm allotment and establishing and cultivating trusting relationships with clients.
  • Steered New Jersey office to become the top satellite office in country (1 out of 8) by creating the company’s differentiated value proposition to transcend the competition.
Feb 2004 - Nov 2018

Co-Founder

The Kem Advantage
Sep 2016 - Sep 2017

Co - Owner

The Max Challenge Of Marlboro
Jul 2014 - Jul 2017

Director

Sherwood Securities / National Discount Brokers

Sales

Sep 1993 - Jun 2002
Team & coworkers

Colleagues at The Charlotte Group

Other employees you can reach at njsharingnetwork.org. View company contacts for 151 employees →

AH Alaa Hasan Alaa Hasan Colleague at The Charlotte GroupUnited States, United States View → RZ Ria Zanetich Ria Zanetich Colleague at The Charlotte GroupPoint Pleasant Beach, New Jersey, United States, United States View → MR Marietta Rizvani Marietta Rizvani Colleague at The Charlotte GroupBerkeley Heights, New Jersey, United States, United States View → ED E. Denise Peoples E. Denise Peoples Colleague at The Charlotte GroupNewark, New Jersey, United States, United States View → AW Aaron W. Mclean Aaron W. Mclean Colleague at The Charlotte GroupNew York City Metropolitan Area, United States View → GF George Forleo George Forleo Colleague at The Charlotte GroupNew York City Metropolitan Area, United States View → FN Fernando Navarro Fernando Navarro Colleague at The Charlotte GroupNew Providence, New Jersey, United States, United States View → AS Amber Sweedy Amber Sweedy Colleague at The Charlotte GroupOak Ridge, New Jersey, United States, United States View → SJ Sograj Jafri Sograj Jafri Colleague at The Charlotte GroupEast Hanover, New Jersey, United States, United States View → PE Pierre Embrey Pierre Embrey Colleague at The Charlotte GroupStewartsville, New Jersey, United States, United States View →
2 education records

Jp Bartolomeo education

Bachelor'S Degree, Business, Management, Marketing, And Related Support Services

Kean University
FAQ

Frequently asked questions about Jp Bartolomeo

Quick answers generated from the profile data available on this page.

What company does Jp Bartolomeo work for?

Jp Bartolomeo works for The Charlotte Group.

What is Jp Bartolomeo's role at The Charlotte Group?

Jp Bartolomeo is listed as Founder and President at The Charlotte Group.

Where is Jp Bartolomeo based?

Jp Bartolomeo is based in Colts Neck, New Jersey, United States while working with The Charlotte Group.

What companies has Jp Bartolomeo worked for?

Jp Bartolomeo has worked for The Charlotte Group, Nj Sharing Network, Semper Fi Santa, Colts Neck Township, and Rockefeller Capital Management.

Who are Jp Bartolomeo's colleagues at The Charlotte Group?

Jp Bartolomeo's colleagues at The Charlotte Group include Alaa Hasan, Ria Zanetich, Marietta Rizvani, E. Denise Peoples, and Aaron W. Mclean.

How can I contact Jp Bartolomeo?

You can use AeroLeads to view verified contact signals for Jp Bartolomeo at The Charlotte Group, including work email, phone, and LinkedIn data when available.

What schools did Jp Bartolomeo attend?

Jp Bartolomeo holds Bachelor'S Degree, Business, Management, Marketing, And Related Support Services from Kean University.

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