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Shelly A. Wilde - Email & Phone Number

Director of New Business at Bartlett Wealth Management

Shelly A. Wilde is based out of Swansea, Massachusetts, United States and works at Bartlett Wealth Management as Director of New Business .

Shelly A. Wilde's Contact Information

Latest update
May 19, 2024
Location
Swansea, Massachusetts, United States

Shelly A. Wilde's Work History

Director of New Business
Bartlett Wealth Management
Jul 2021 - Present
New Business Case Manager
Baystate Financial
Jan 2004 - Jun 2021
New Business Manager
Allmerica Investments
Aug 1989 - Jan 2004

Shelly A. Wilde's Education

Somerset High
Diploma
1976 - 1979

Shelly A. Wilde's Skills

Customer Service
New Business Development
Insurance
Life Insurance
Mutual Funds
Financial Planning

Shelly A.'s current employer

Bartlett Wealth Management logo

Bartlett Wealth Management

Description
You have one shot at retirement. In each of our lives, the time comes when we must shift from a financial strategy based on accumulating ...
HQ Location
Worcester, MA, United States
Number of employees
2-10
Industry
Investment Management
Latest update
May 1, 2024

Frequent questions about Shelly A. Wilde

What company is Shelly A. Wilde working for?
Shelly A. Wilde works for Bartlett Wealth Management.
What is Shelly A. Wilde's function at Bartlett Wealth Management?
Shelly A. Wilde is Director of New Business at Bartlett Wealth Management.
Where is Shelly A. Wilde based?
Shelly A. Wilde is based out of Swansea, Massachusetts, United States.
Who are Shelly A. Wilde's co-workers?
Shelly A. Wilde's colleagues are Anthony Bartlett, Doug Gower, Kathy Bartlett, Greg Carnes, Donna Johns, Daniel Dalton, Jonathan Gruber, Shepard Allen, Gary Geraci, Keith Lewandoski.
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Shelly A.'s co-workers

Anthony Bartlett avatar
Anthony Bartlett
President
Doug Gower avatar
Doug Gower
Financial Advisor / Director of Retirement Services
Kathy Bartlett avatar
Kathy Bartlett
Office Manager
Greg Carnes avatar
Greg Carnes
Financial Advisor
Donna Johns avatar
Donna Johns
Financial Advisor
Daniel Dalton avatar
Daniel Dalton
Financial Advisor
Jonathan Gruber avatar
Jonathan Gruber
Financial Planner
Shepard Allen avatar
Shepard Allen
Financial Advisor
Gary Geraci avatar
Gary Geraci
Financial Advisor
Keith Lewandoski avatar
Keith Lewandoski
Financial Advisor
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