Financial Advisor@ People's United Bank, N.A.
Milford, Connecticut, United States
Mario Bartoli, CFP
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Sacred Heart University
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FlashIntel GPTMario Bartoli, CFP is a highly experienced financial advisor with 26.9 years of work experience. He specializes in retirement planning, investments, refinance, and relationship management. Mario has a strong background in financial planning and risk management, with expertise in mortgage lending and portfolio management. Currently, he works at People's United Bank in the United States, where he provides financial services to individuals, families, and businesses. With a focus on strategic financial planning and investment advisory, Mario is a valuable asset to the organization.
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Emails and Phone Numbers
About
Financial Advisor at People's United Bank
Work Experience
Financial Advisor
Financial Advisor
Financial Services
Mario Bartoli, CFP's Professional Milestones
- Financial Advisor (1996-11-01~): Provided expert financial guidance and guidance to clients, enhancing their operational efficiency and financial stability.
- Financial Advisor (1996-11-01~): Provided strategic financial advisors with comprehensive financial reporting, establishing client confidence and maximizing their financial performance.
Education
Business Administration,
Management,
Business Administration And Management,
Bachelors,
Bachelor Of Science,
General
347155200-410227200Skill
Retirement Planning
Iras
Investments
Refinance
Relationship Management
Mutual Funds
Budgets
Commercial Lending
Risk Management
Mortgage Lending
Loans
Strategic Financial Planning
Consumer Lending
Lines Of Credit
Wealth Management
Asset Allocation
Sales Management
Series 63
Series 6
Public Speaking
Asset Management
Retail Banking
Commercial Banking
Residential Mortgages
Fixed Income
Credit Analysis
Banking
Equities
Small Business Lending
Alternative Investments
Portfolio Management
Investment Advisory
Securities
Retirement
Series 7
Life Insurance
Fixed Annuities
Commercial Mortgages
Financial Analysis
Underwriting
Estate Planning
Financial Services
Financial Planning
Certification
Colleagues
Other Named Mario Bartoli, CFP
Frequently asked questions
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Mario Bartoli, CFP's social media include: Linkedin,
Mario Bartoli, CFP works for People's United Bank, N.A.
Mario Bartoli, CFP's role in People's United Bank, N.A. is Financial Advisor
Mario Bartoli, CFP works in the industry of Financial Services
Mario Bartoli, CFP's colleagues are Ronald Abbott,Wint Winter,Jessica Strong
Mario Bartoli, CFP's latest job experience is Financial Advisor at People's United Bank, N.A.
Mario Bartoli, CFP's latest education in Sacred Heart University
