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Tanya Bartolini — Co-Founder and Chief Revenue Officer · Jacobi · San Francisco, California, United States.
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About
An experienced professional within the asset management and financial technology industry. With a strong entrepreneurial mindset, I am focused on building technology to enable the investment management industry. Skilled in Sales, Portfolio Management and Business Development.
Experience
Co-Founder | Chief Revenue OfficerCurrent
Jacobi · San Francisco, California, United States
Jan 2022 – Present
Business Development Manager
Colonial First State · Brisbane
Nov 2006 – Jan 2013
As a senior Business Development Manager for Colonial First State - Platforms I was tasked with selling both the FirstChoice and FIrstWrap technology platforms into the Wealth Management market. In this role I worked closely with senior executives of financial planning dealer groups, the founders of financial advice businesses and financial advisors and their support teams. My focus was to truly understand their business priorities and help identify greater efficiency gains through the use of technology.
Education
Skills
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