Cassandra Bartlett, CFP®, CWS®

VP - Branch Manager

+1 831-622-5931

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Certified Wealth Strategist®
  • Series 7, 9, 10, 63, 65 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

23 years of professional experience

  • VP - Branch Manager, Charles Schwab, 2018-present
  • President, Bartlett, Inc, 2016-2018
  • Team Lead, Central Review Team, Fidelity Investments, 2008-2016
  • Investment Analyst / Relationship Manager, Security Benefit, 2007-2008
  • Research Analyst / Office Manager, UMB Financial Services, 2000-2007

Education

  • Master of Business Administration with Concentration in Finance, Baker University
  • Bachelor of Arts in Economics, William Jewell
  • Bachelor of Science in Business Administration, William Jewell

Standard mailing address:

Charles Schwab & Co, Inc
El paso Operation Center
P.O. Box 982600
El Paso, TX 79998

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