Robert Bartley

Robert Bartley

Financial Advisor

Followers of Robert Bartley805 followers
location of Robert BartleyScottsdale, Arizona, United States

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  • Timeline

  • About me

    Fixed Annuity & Social Security Information Resource, Retirement Software Trainer

  • Education

    • University of Notre Dame - Mendoza College of Business

      2002 - 2004
      MBA - Business-to-Business Marketing (Matriculant)

      Activities and Societies: Notre Dame Marketing Club Notre Dame Consulting Club

    • Miami University

      1995 - 1999
      Bachelor of Arts Double Major Zoology/Psychology, Neuroscience Minor

      Activities and Societies: Undergraduate Research Assistant to Peter E. Simson, Ph.D. - Neuropharmacology Laboratory. Studied in vivo effects of ethanol on GABAa neuroreceptors and beta blockers on beta adrenergic receptor activity and subsequent motor effects in vivo in rat Locus Coeruleus and Medial Septum neurons. Miami University Club Tennis Alpha Phi Omega Co-oed Service Fraternity M.U. 24-Hour Dance Marathon Charity for Cincinnati Children's Hospital

  • Experience

    • Morgan Stanley

      Aug 1999 - Aug 2001
      Financial Advisor

      Financial Advisor for individuals, corporate C-Level and high net worth managed money clients - Licensed NASD series 7, 63,65 and NFA series 31.

    • Rent-A-Center, Inc.

      Oct 2001 - Aug 2002
      Sales Manager

      Temporary position prior to attending graduate school. Promoted from account manager to Sales Manager charged with generating sales and supervising sales activites of 2 account managers within three months of hire. Won 1st place in statewide store performance competition based on team sales, credit collections and profitability.

    • Equity Consultants

      Jan 2003 - Oct 2004
      Mortgage Consultant

      Mortgage Loan originator.

    • Franklin Mortgage Funding dba First Equity Funding

      May 2003 - Dec 2003
      Mortgage Consultant

      Closed 17 mortgage loans in 3rd month of employment to generate personal gross income of $9,600 and over $17,000 in sales revenue (from fee volume) in one month. Closed 59 loans since hire until business closed Indianapolis operations in December of 2003.

    • IMC Marketing (Indianapolis, IN)

      Jan 2005 - Apr 2007
      National Account Executive

      Nationwide provider of telemarketed lead generation services to C-level clients in the mortgage industry. 6-time winner of monthly Top Producer award. Company closed operations in Indianapolis in 2007.

    • Innovative Arthroscopy Products, LLC

      Apr 2007 - Nov 2010
      Sales Representative

      Sales representative for this Medical Device Distributorship representing multiple Orthopedic and Podiatric implant and arthroscopic device lines.

    • TriMed, Inc.

      May 2009 - Mar 2010
      Indiana Distributor

      Medical Device Manufacturer. Indiana Distributorship ranked #1 in the nation for YTD sales of TriMed Biotech Xpode PEEK plates for carpal and tarsal fusions.

    • Dressander|BHC, Inc.

      Nov 2010 - now
      Senior Sales Desk Associate

      Marketing Consultant for Dressander|BHC (DBHC), a field marketing organization (FMO) company of Futurity First Insurance Group. Generated over $5.5 Million in sales and $85,000 in net revenue for the company in my first year (FY 2011). Promoted to Senior Marketing Consultant in February of 2012. After 3 years as a Senior Marketing Consultant, took on a new role focusing on product research and case design as an Inside Sales Associate in January 2015 with a recent promotion to Senior Sales Desk Associate. For over 23 years, DBHC has focused on providing comprehensive sales and marketing systems and case development support to grow fixed- and equity indexed annuity (EIA), life insurance and hybrid long-term care (LTC) business for insurance agents and financial advisors throughout all 50 U.S.states and Puerto Rico. Show less

    • Simplicity Group

      Nov 2010 - now
      Senior Account Specialist
  • Licenses & Certifications

    • Insurance Producer - Life, Accident and Health or Sickness

      Arizona Department of Insurance
      Feb 2019
      View certificate certificate
    • General Lines Agent - Life, Accident, Health and HMO

      Texas Department of Insurance
      Dec 2013
      View certificate certificate
    • NSSA® (National Social Security Advisor)

      Premier Social Security Consulting LLC
      Apr 2018
      View certificate certificate