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Michael Bartocci is listed as Wealth Client Relationship Manager at TIAA, a company with 11532 employees, based in Argyle, Texas, United States. AeroLeads shows a matched LinkedIn profile for Michael Bartocci.
Michael Bartocci previously worked as Financial Services Consultant at Tiaa and Business Banking Officer at U.S. Bank. Michael Bartocci holds Bachelor'S Degree, Business Administration And Management, General from University Of Colorado Boulder.
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Experienced financial professional with a demonstrated history of working in the investment and banking industry. Skilled in financial planning, relationship management, commercial lending, banking, credit analysis, and business development. Received a Bachelor's degree focused in business management from the University of Colorado in Boulder.
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Lewisville, Texas, United States
- Manage individual relationships with high-net-worth clients- Support advisory team in overall book management strategy - Conduct proactive client outreaches and marketing campaigns- Identify potential issues with current financial plans (estate planning, beneficiaries, etc.)- Accountable for coordinating sales cycle management activities- Identify sales.
Denver, Colorado, United States
- Course participants on their pension plans, tax deferred annuities and available investment options- Recommend and facilitate new purchases - Participated in the Intuition New Hire Project which created the training for our new hires - Helped mentor and grade 4 new hire classes
Greater Denver Area
- Cultivating relationships with high value commercial clients- Network in the community and prospect for additional business relationships- Review financial statements and conduct cash flow analysis- Evaluate collateral- refer additional financial products to bank partners
Greater Denver Area
- Responsible for all aspects of running a branch- Manage a branch that produced over $1MM in revenue annually- Personally Maintained relations with top branch clients- Was in the top 10% of Branch Managers in revenue growth in 2009 and 2011- Was in the top 20% of Branch Managers in revenue growth for 2010- Increased loan balances by over $2MM in 2012
Greater Denver Area
- Assisted the Branch Manager with the daily operations of running a branch- Assisted in hiring and training tellers and bankers
Greater Denver Area
- Opened deposit accounts, home equity loans, car loans, unsecured loans and small business loans
Other employees you can reach at tiaa.org. View company contacts for 11532 employees →
James Cooper
Colleague at Tiaa
Denver Metropolitan Area, United States
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KS
Katherine Schneider
Colleague at Tiaa
Roseland, New Jersey, United States, United States
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SH
Sayali Hande
Colleague at Tiaa
Mumbai, Maharashtra, India, India
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CC
Cristi Campos-Morris
Colleague at Tiaa
Charlotte Metro, United States
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ET
Edward Tomayer
Colleague at Tiaa
Denver Metropolitan Area, United States
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JW
Julie Warren
Colleague at Tiaa
Greater Boston, United States
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TO
Tinc Omas
Colleague at Tiaa
Buffalo, New York, United States, United States
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RG
Richard Gonzalez
Colleague at Tiaa
New York City Metropolitan Area, United States
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VK
Vipin Katekhaye
Colleague at Tiaa
Pune, Maharashtra, India, India
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JR
Jordan Roper
Colleague at Tiaa
Plano, Texas, United States, United States
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Quick answers generated from the profile data available on this page.
Michael Bartocci works for TIAA.
Michael Bartocci is listed as Wealth Client Relationship Manager at TIAA.
Michael Bartocci is based in Argyle, Texas, United States while working with TIAA.
Michael Bartocci has worked for Tiaa and U.S. Bank.
Michael Bartocci's colleagues at TIAA include James Cooper, Katherine Schneider, Sayali Hande, Cristi Campos-Morris, and Edward Tomayer.
You can use AeroLeads to view verified contact signals for Michael Bartocci at TIAA, including work email, phone, and LinkedIn data when available.
Michael Bartocci holds Bachelor'S Degree, Business Administration And Management, General from University Of Colorado Boulder.
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