Jeffrey Bartlett

Jeffrey Bartlett is a senior financial professional with a rich background in mergers and acquisitions, treasury and finance, strategic planning, and profitability improvement.

He has an MBA from the Kellogg School of Management and is a certified Series 79 Securities License holder since 2014 and Series 63 Securities License holder since 2015.

Jeffrey's core competencies include developing and executing acquisition and divestiture programs, financial analysis, financial structuring, debt and equity sourcing, budgeting, financial reporting, and strategic and financial planning.

His specialties encompass strategic and financial planning, effective communication with stakeholders, mergers and acquisitions, debt and equity financing, complex financial analysis, financial structuring, business strategy, and financial improvement strategies.

Throughout his career, Jeffrey has added value through strategic and financial planning, acquisition strategy, financial performance improvement, major capital additions, and managing key stakeholder expectations. He has held key positions in various notable organizations such as von Briesen & Roper, Husch Blackwell, RSA Capital, Wipfli Corporate Finance Advisors, and others.

His educational background includes a Bachelor of Arts in Economics from Washington and Lee University, an MBA in Finance and Marketing from Northwestern University's Kellogg School of Management, and high school studies at University School of Milwaukee.