Harry Bartle Email & Phone Number | Former top-performing wholesaler turned Enterprise Technology Sales Exec. Here’s how I did it. When I used to be a wholesaler on the road, I was baffled that everyone still did everything on napkins. I was sitting in a restaurant in South Carolina with a financial advisor in 2005. He said, “I wish I had technology that told me which annuity product to buy”. And all I could think was, “well, you’re doing this on a napkin right now so we should fix this technology first.” Fast forward a few years, and this interaction set the stage for my next step: FinTech. While at Financial Engines I pioneered the sale of online advice and managed accounts. Then at Linedata, I sold front, back and middle office products. Back end plumbing. Compliance software. Rebalancing. All the mathematics behind the technology. Now at LifeYield, we’ve signed up 12+ enterprise customers with the goal of building complete household wealth management platforms. I was able to see how it all fits together up front. I watched each of LifeYield’s partners build their platforms differently. I saw all the positives and negatives that come with piecing together a new wealthtech platform. This experience has helped me become a real resource for current and future clients looking to build household wealthtech platforms. And because of this, I help firms double down on the successes and recognize mistakes before they happen. Are you trying to build a household-level wealthtech platform for your firm? Let’s connect at harry@lifeyield.com.

Harry Bartle

Former top-performing wholesaler turned Enterprise Technology Sales Exec. Here’s how I did it. Whe...
57 Fulton StreetApartment 10, Boston, United States

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Harry Bartle’s Email harry.bartle@lifeyield.com

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Harry Bartle’s Location 57 Fulton StreetApartment 10, Boston, United States

Harry Bartle’s Current Industry Lifeyield

Harry Bartle’s Prior Industry Linedata | Infinata | Financial Engines | Aig Sunamerica | John Hancock Life Insurance

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Work Experience

Lifeyield

Executive Vice President - Enterprise Sales

2018-03-01 00:00:00 - Present

Linedata

Enterprise Sales Executive

2016-05-01 00:00:00 - 2018-03-01 00:00:00

Infinata

Business Development and Enterprise Sales

2014-09-01 00:00:00 - 2016-04-01 00:00:00

Financial Engines

Enterise Sales and Business Development

2009-03-01 00:00:00 - 2013-08-01 00:00:00

Aig Sunamerica

Regional Director - Regional Vice President

2008-06-01 00:00:00 - 2009-03-01 00:00:00

John Hancock Life Insurance

Regional Vice President - Director

1999-06-01 00:00:00 - 2008-06-01 00:00:00

Skills

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Languages

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FAQ About Harry Bartle

Harry Bartle is located at
57 Fulton StreetApartment 10, Boston, United States

Harry Bartle is a Former top-performing wholesaler turned Enterprise Technology Sales Exec. Here’s how I did it. When I used to be a wholesaler on the road, I was baffled that everyone still did everything on napkins. I was sitting in a restaurant in South Carolina with a financial advisor in 2005. He said, “I wish I had technology that told me which annuity product to buy”. And all I could think was, “well, you’re doing this on a napkin right now so we should fix this technology first.” Fast forward a few years, and this interaction set the stage for my next step: FinTech. While at Financial Engines I pioneered the sale of online advice and managed accounts. Then at Linedata, I sold front, back and middle office products. Back end plumbing. Compliance software. Rebalancing. All the mathematics behind the technology. Now at LifeYield, we’ve signed up 12+ enterprise customers with the goal of building complete household wealth management platforms. I was able to see how it all fits together up front. I watched each of LifeYield’s partners build their platforms differently. I saw all the positives and negatives that come with piecing together a new wealthtech platform. This experience has helped me become a real resource for current and future clients looking to build household wealthtech platforms. And because of this, I help firms double down on the successes and recognize mistakes before they happen. Are you trying to build a household-level wealthtech platform for your firm? Let’s connect at harry@lifeyield.com.

Harry Bartle currently works in the Lifeyield |

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Harry Bartle has prior
experience in the following industries:
Linedata | Infinata | Financial Engines | Aig Sunamerica | John Hancock Life Insurance

Harry Bartle has the following professional experience:
Lifeyield | Linedata | Infinata | Financial Engines | Aig Sunamerica | John Hancock Life Insurance