Thomas Bartela

Austin, Texas

Private Banking, Manager (CY), BankMed

Experience at:
Regions Financial Corporation, ARK Financial | RIA Family Office, Merrill Lynch, Pierce, Fenner, and Smith (Bank of America)

I’m interested in mentoring people from:

    Thomas Bartela

    Ask Me About

    AML/KYC
    Brand Advocacy
    Business Development
    Change Management
    Community Engagement
    Financial Education
    Investments
    Process Improvement
    Relationship Management
    Risk Mitigation
    Where I've Worked
    B

    Nov 2019 – Present

    Private Banking, Manager (CY)

    BankMed
    Regions Financial Corporation logo

    Jul 2019 – Oct 2019

    Investments, Site Manager (SVP)

    Regions Financial Corporation
    A

    Apr 2019 – Jul 2019

    Deputy Head of Advisory

    ARK Financial | RIA Family Office
    M

    Jan 2017 – Apr 2019

    Financial Adviser, Portfolio Manager (Global Wealth Management)

    Merrill Lynch, Pierce, Fenner, and Smith (Bank of America)
    JPMorgan Chase logo

    Apr 2005 – Jun 2016

    Private Client Banking, Team Manager (VP)

    JPMorgan Chase
    Where I've Studied

    2021

    Certificate, Investments (Advanced) License

    CySEC

    2017

    Certificate, Series 7 Investments' License

    FINRA

    2017

    Certificate, Series 66 Investments' License

    NASAA

    2012

    Certificate, Lean & Six Sigma (Process Improvement), Green Belt

    Project Management Institute

    2009

    Masters, Business Administration

    Florida Atlantic University

    2000

    Bachelors, Business Management and Psychology

    Florida Atlantic University

    1998

    Associates, Management Information Systems and International Business

    University of La Verne

    People I've Reported To

    People I've Worked With

    People Who've Reported to Me

    Specialties

    check markAuditing & Compliance

    check markBanking, Loans & Insurance

    check markCorporate Finance

    check markInvestments

    Ask Me for a Referral

    BankMed

    In the Media

    Social Media