Jp Bartolomeo

Jp Bartolomeo Email and Phone Number

Founder and President @ The Charlotte Group
New Jersey, United States
Jp Bartolomeo's Location
Colts Neck, New Jersey, United States, United States
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

Jp Bartolomeo's Current Company Details
The Charlotte Group

The Charlotte Group

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Founder and President
New Jersey, United States
Website:
njsharingnetwork.org
Employees:
151
Jp Bartolomeo Work Experience Details
  • The Charlotte Group
    Founder And President
    The Charlotte Group
    New Jersey, United States
  • The Charlotte Group
    Founder & President
    The Charlotte Group 2012 - Present
  • Nj Sharing Network
    Foundation Board Member, Nj Sharing Network
    Nj Sharing Network Jun 2023 - Present
    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 and placement of donated organs to those waiting a life-saving transplant.
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  • Semper Fi Santa
    Executive Board Member, Semper Fi Santa
    Semper Fi Santa Dec 2015 - Present
    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 Marine Air Group-49 at Joint Base Maguire Dix Lakehurst. 100% of every dollar raised goes to our American Warriors that protect us daily.
  • Colts Neck Township
    Colts Neck Township Committee / Mayor (Elected Head) 2018 , 2022
    Colts Neck Township Jan 2015 - Present
    Colts Neck Nj
  • Rockefeller Capital Management
    Financial Advisor
    Rockefeller Capital Management May 2020 - Jun 2022
    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 services, estate planning, business planning, education funding, and employee benefits.THE IMPACT I DELIVERED INCLUDES:• 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.
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  • Stifel Financial Corp.
    Financial Advisor
    Stifel Financial Corp. Oct 2018 - May 2020
    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 management. In addition, I delivered investment experience to clients and provided actionable advice, market insight and reporting on investment results.THE IMPACT I DELIVERED INCLUDES:• 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.
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  • Benchmark
    Senior Managing Director / Office Principal
    Benchmark Feb 2004 - Nov 2018
    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 provided guidance and support to 12 sales and support professionals in the New Jersey office.THE IMPACT I DELIVERED INCLUDES:• 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.
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  • The Kem Advantage
    Co-Founder
    The Kem Advantage Sep 2016 - Sep 2017
  • The Max Challenge Of Marlboro
    Co - Owner
    The Max Challenge Of Marlboro Jul 2014 - Jul 2017
  • Sherwood Securities / National Discount Brokers
    Director
    Sherwood Securities / National Discount Brokers Sep 1993 - Jun 2002
    Sales

Jp Bartolomeo Education Details

Frequently Asked Questions about Jp Bartolomeo

What company does Jp Bartolomeo work for?

Jp Bartolomeo works for The Charlotte Group

What is Jp Bartolomeo's role at the current company?

Jp Bartolomeo's current role is Founder and President.

What schools did Jp Bartolomeo attend?

Jp Bartolomeo attended Kean University, Marist High School- Bayonne, Nj.

Who are Jp Bartolomeo's colleagues?

Jp Bartolomeo's colleagues are Ijeoma Okere, Mha, Mba, Ruben Lambert, Christopher Jordan, Margie Demps, Chris Lowicki, Marvin Mentor, Eduardo Tizon.

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