
Robert Bartley
Financial Advisor

Connect with Robert Bartley to Send Message
Connect
Connect with Robert Bartley to Send Message
ConnectTimeline
About me
Fixed Annuity & Social Security Information Resource, Retirement Software Trainer
Education

University of Notre Dame - Mendoza College of Business
2002 - 2004MBA - Business-to-Business Marketing (Matriculant)Activities and Societies: Notre Dame Marketing Club Notre Dame Consulting Club

Miami University
1995 - 1999Bachelor of Arts Double Major Zoology/Psychology, Neuroscience MinorActivities 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 2001Financial AdvisorFinancial 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 2002Sales ManagerTemporary 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 2004Mortgage ConsultantMortgage Loan originator.

Franklin Mortgage Funding dba First Equity Funding
May 2003 - Dec 2003Mortgage ConsultantClosed 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 2007National Account ExecutiveNationwide 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 2010Sales RepresentativeSales representative for this Medical Device Distributorship representing multiple Orthopedic and Podiatric implant and arthroscopic device lines.

TriMed, Inc.
May 2009 - Mar 2010Indiana DistributorMedical 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 - nowSenior Sales Desk AssociateMarketing 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 - nowSenior Account Specialist
Licenses & Certifications
- View certificate

Insurance Producer - Life, Accident and Health or Sickness
Arizona Department of InsuranceFeb 2019 - View certificate

General Lines Agent - Life, Accident, Health and HMO
Texas Department of InsuranceDec 2013 - View certificate

NSSA® (National Social Security Advisor)
Premier Social Security Consulting LLCApr 2018
Languages
- frFrench
- spSpanish
- geGerman
Recommendations

Jake fletcher
Vice President, Head of Defined Contribution Internal SalesBoston, Massachusetts, United States
Curtis reese
Experienced Technical Services Leader. Highly skilled at taking on new and unstructured projects, wo...Boise, Idaho, United States
Juan diego palacio-mejía
Director Centro de Investigación Tibaitatá en AGROSAVIA - Corporación Colombiana de Investigación Ag...Mosquera, Cundinamarca, Colombia
Jimmy wamala
Administratör på KammarkollegietStockholm, Stockholm County, Sweden_Rocchio.webp)
Amanda (meixner) rocchio
CEO | Entrepreneur | Social Media Influencer 1.4M+ | Nutrition Guru | Wellness Advocate |Los Angeles Metropolitan Area
Azam uddin khan
LawyerDelhi, India
Nayanna ximenes
MédicaRosario, Santa Fe, Argentina
Muhammad taimoor
Data Scientist II @ Teradata | Erasmus Scholar | Electrical EngineerIslamabad, Islāmābād, Pakistan
Naomi godwin
Peterborough, England, United Kingdom
Vinay kumar shetty
Senior Engineer at Chamundi Die Cast Pvt. Ltd. - IndiaBengaluru, Karnataka, India
Tanojit sur
Results-Driven Sales Professional | Helping Businesses Grow Through Strategic Solutions. Currently t...Kolkata, West Bengal, India
Peter krafft
Member Of The Management Board, Chief Financial Officer at Mizuho Securities Europe GmbHFrankfurt, Hesse, Germany
Nathan musweu
Entrepreneur Selection Analyst | Anzisha Prize | African Leadership University | Graduate |Lusaka, Lusaka Province, Zambia
Matteo fasolo
Group Health and Safety DirectorBolonha, Emília-Romanha, Itália
Micheal peterson
Project Manager for Holt County Economic DevelopmentO'Neill, Nebraska, United States
Mohamed samir
Officer, Outbound BusinessUnited Arab Emirates
Keeley mcnemar
Student-Athlete at Rutgers UniversityUnited States
Marta dominguez sasal
Técnico jurídicoGreater Pamplona Area
Thetlin naing
Associate Project Manager at ABBSingapore
Dhira balaw
Transverto Group | Ex-Kornferry | Fastrack 2021Area DKI Jakarta
...