Daniel Bartlett
Corporate Officer/Principal at Institute of Management Accountants, Inc.
Profile
Daniel Bartlett is Treasurer and Senior Vice President of Finance for Fiserv Trust Co. and a Member of the Association for Financial Professionals and the Institute of Management Accountants.
Prior to joining Fiserv Trust, he was Controller, Senior Vice President of Finance and Corporate Secretary for First Trust Corp.
Previously, he was a Member of the Association of Colorado Trust Cos.
Mr. Bartlett has 30 years of accounting experience in the trust industry.
He received a Bachelor's degree in Accounting from the University of Northern Iowa.
Daniel Bartlett active positions
| Companies | Position | Start |
|---|---|---|
Institute of Management Accountants, Inc.
 Institute of Management Accountants, Inc. Miscellaneous Commercial ServicesCommercial Services Institute of Management Accountants, Inc. provides accountants and financial services. The company was founded in 1919 and is headquartered in Montvale, NJ. | Corporate Officer/Principal | - |
Former positions of Daniel Bartlett
| Companies | Position | End |
|---|---|---|
Fiserv Trust Co.
 Fiserv Trust Co. Investment Trusts/Mutual FundsMiscellaneous Fiserv Trust Co. provides asset custody, trust and back office support services to investment professionals and investors. Its services include transaction processing, outsourcing, business process outsourcing, software and systems solutions. The company was founded in 1957 and is located in Denver, CO | Director of Finance/CFO | 2011-05-02 |
The Colorado Trust
 The Colorado Trust Miscellaneous Commercial ServicesCommercial Services The Colorado Trust engages in the provision of funds and resources for the healthcare industry. It also offers grants and sponsorships. The company was founded in 1985 and is headquartered in Denver, CO. | Corporate Officer/Principal | - |
Association for Financial Professionals, Inc.
 Association for Financial Professionals, Inc. Miscellaneous Commercial ServicesCommercial Services Association for Financial Professionals, Inc. provides treasury management services. It provides training, certification, career counseling and other professional development services and hosts an annual four-day conference. The firm also publishes AFP Exchange, a bimonthly magazine. Its committee on Investment of Employee Benefit Assets represents executives who oversee investment funds of pension and benefit plans. The company was founded in 1980 and is headquartered in Bethesda, MD. | Corporate Officer/Principal | - |
Training of Daniel Bartlett
| University of Northern Iowa | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 4 |
|---|---|
Fiserv Trust Co.
Fiserv Trust Co. Investment Trusts/Mutual FundsMiscellaneous Fiserv Trust Co. provides asset custody, trust and back office support services to investment professionals and investors. Its services include transaction processing, outsourcing, business process outsourcing, software and systems solutions. The company was founded in 1957 and is located in Denver, CO | Miscellaneous |
Institute of Management Accountants, Inc.
Institute of Management Accountants, Inc. Miscellaneous Commercial ServicesCommercial Services Institute of Management Accountants, Inc. provides accountants and financial services. The company was founded in 1919 and is headquartered in Montvale, NJ. | Commercial Services |
Association for Financial Professionals, Inc.
Association for Financial Professionals, Inc. Miscellaneous Commercial ServicesCommercial Services Association for Financial Professionals, Inc. provides treasury management services. It provides training, certification, career counseling and other professional development services and hosts an annual four-day conference. The firm also publishes AFP Exchange, a bimonthly magazine. Its committee on Investment of Employee Benefit Assets represents executives who oversee investment funds of pension and benefit plans. The company was founded in 1980 and is headquartered in Bethesda, MD. | Commercial Services |
The Colorado Trust
The Colorado Trust Miscellaneous Commercial ServicesCommercial Services The Colorado Trust engages in the provision of funds and resources for the healthcare industry. It also offers grants and sponsorships. The company was founded in 1985 and is headquartered in Denver, CO. | Commercial Services |
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