Brent Bartholomew, CRPC®, RICP® in

Brent Bartholomew, CRPC®, RICP®

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AVP, Annuity Product Consulting at Osaic
📍 United States

Brent Bartholomew is an experienced financial services professional, currently serving as AVP of Annuity Product Consulting at Osaic. His expertise lies in annuities, sales management, and retirement planning, backed by a BA in Economics from St. Johns University and specialized designations like CRPC® and RICP®.

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He holds both the Chartered Retirement Planning Counselor (CRPC®) and Retirement Income Certified Professional (RICP®) designations, showcasing deep expertise in preparing clients for retirement.

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Experience
22 Years
Current Role
AVP, Annuity Product Consulting
Location
United States
Personality Overview

How Brent shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Brent cares about

Annuity Strategy
His current and past roles focus heavily on annuity product consulting, sales, and development in the financial services and insurance industries.
Retirement Planning
This is a core listed skill, supported by his professional CRPC® and RICP® designations, which focus on retirement income planning.
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Career

Work history

5-2023
AVP, Annuity Product Consulting
Osaic
7-2019 - 4-2023
Investment Products Sales Manager
Osaic
5-2015 - 7-2019
Senior Product & Sales Consultant, Distribution Sales Development
Allianz Life
7-2011 - 4-2015
Internal Retirement Consultant
Allianz Life
4-2008 - 6-2011
Suitability Analyst
Allianz Life
In the press

Media appearances

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Education
1998 - 2002
BA
Saint John's University
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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