Stefan Bartlett
About Stefan Bartlett
Stefan Bartlett is a Financial Analyst at CIBC with extensive experience in financial reporting and process improvement.
Title
Stefan Bartlett holds the position of Financial Analyst at CIBC, where he has been employed since 2019.
Previous Roles at CIBC
Prior to his current role, Stefan Bartlett worked as an Analyst at CIBC from 2017 to 2019. His responsibilities included collaborating on report creation based on management requirements and designing processes for accurate reporting of key performance indicators.
Experience at Fidelity Investments
From 2015 to 2017, Stefan Bartlett was employed at Fidelity Investments as a Data and Reporting Analyst. In this role, he was based in the Toronto, Canada Area and focused on building comprehensive reports to track financial and activity results of Business Advisors.
Career at Invesco Canada
Stefan Bartlett's career at Invesco Canada spanned from 2009 to 2015 in several roles. He began as a Customer Care Specialist (2009-2010), then became a Business Performance Management Analyst (2011-2013), and later served as a Business Process Improvement Consultant (2013-2015). During his tenure, he facilitated continuous improvement initiatives, designed report processes for retail banking campaigns, and created national credit and asset management reports.
Education and Expertise
Stefan Bartlett graduated from The University of Western Ontario with a BA in Economics. His educational background has provided him with a solid foundation in economic principles, which he applies in his professional roles.