Partner/Director of Operations
Bart joined Agency ADvisor in 2003 after an eight-year stint with Charles Schwab & Co. as a senior stock broker and team manager. He calls on his 20 years of customer service, financial and business management experience in his dual role as Partner and Director of Operations. Bart handles all sales, bookings, contracts, and receivables. He is the voice of Agency ADvisor.
As a senior registered stock broker for Charles Schwab & Co., he held Series 7 and 63 Financial Securities Licenses. He most recently was customer service team manager, supervising 20 registered representatives and resolving client escalations and trade disputes. During his eight years, he served as a branch office financial advisor, quality assurance mentor and representative, new employee trainer and technical support representative on the IT help desk. Bart earned numerous awards, including twice being named Employee of the Month (in a 2,000-employee operations center) and three quarterly Excellence in Service Awards. He was named to the exclusive company-wide Chairman’s Club for his role in developing and implementing an online live customer service chat system.
Before his tenure at Charles Schwab, Bart held sales positions for various business telephone system dealers and a home improvement company. He also served as a customer service representative for McGraw-Hill Publishing.
Bart hails from Sullivan, Illinois, a small town in central Illinois. He continues to be a University of Illinois Fighting Illini fan and holds a degree in Broadcasting and Journalism. His first job after college was assistant news director for a radio station in Paris, Illinois. With a little bit of coaxing, he may even read you the local weather!