Karen A. Forg
Client Relationship Associate at Bartlett & Co.- Claim this Profile
Contact Information
us****@****om
(386) 825-5501
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Location
Cincinnati, Ohio, United States, US
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Experience
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Bartlett Wealth Management
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United States
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Investment Management
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1 - 100 Employee
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Client Relationship Associate
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1979 - Present
Client Relationship Associate working closely with clients, as well as Bartlett Investment Advisors, Financial Planners, and other departments within the firm, playing a critical role in supporting client service, retention and business growth. Client Relationship Associate working closely with clients, as well as Bartlett Investment Advisors, Financial Planners, and other departments within the firm, playing a critical role in supporting client service, retention and business growth.
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Education
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Ball State University
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