Marianne K. Yates

Portfolio Administrator, Marketing Associate at Bartlett Wealth Management

Marianne Yates has an extensive background in portfolio administration and marketing within the financial industry. Marianne has held roles at various companies such as Bartlett Wealth Management, Lodestar Investment Counsel, LLC, and Nuveen Investments. Marianne graduated from the University of Wisconsin-Platteville with a Bachelor's Degree in Technical Communication with an Emphasis in Printing and Publication Management.

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Previous companies

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Timeline

  • Portfolio Administrator, Marketing Associate

    July, 2019 - present

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