Bartlett & Co.
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Bartlett & Co. Employees
Employee
Years
Job
Industry
Sorrentino Pete Sorrentino Pete's Bartlett & Co. Experience March 1998 - July 2006
Job SVP at Huntington National Bank
Industry Investment Management
Experience
Huntington National Bank October 2006 - Present
Bartlett & Co. March 1998 - July 2006
Star Bank January 1995 - April 1998
Banc One Investment Advisors May 1987 - January 1995
Skills
Chartered Financial..., Portfolio Management, Investments, Fixed Income, Management, Financial Analysis, Mutual Funds, Asset Management, Leadership
Education
University of Cincinnati College of Business 1977 — 1981
Bachelor of Business Administration (BBA), Accounting and Finance
Huntington National Bank October 2006 - Present
Bartlett & Co. March 1998 - July 2006
Star Bank January 1995 - April 1998
Banc One Investment Advisors May 1987 - January 1995
Skills
Chartered Financial..., Portfolio Management, Investments, Fixed Income, Management, Financial Analysis, Mutual Funds, Asset Management, Leadership
Education
University of Cincinnati College of Business 1977 — 1981
Bachelor of Business Administration (BBA), Accounting and Finance
Leilani Lairson Leilani Lairson's Bartlett & Co. Experience January 2002 - January 2005
Job Health and Safety coordinator...... Site Safety Tech. at Nuclear/ fossil/ hydro
Industry Construction
Experience
Nuclear/ fossil/ hydro January 1999 - Present
Fluor Daniels January 2005 - January 2007
Bartlett & Co. January 2002 - January 2005
Bechtel Corporation January 1999 - January 2001
Skills
Project Planning, Project Management, Contract Negotiation, Energy, Procurement, Inspection, Process Scheduler, Contractors, Microsoft Office, Supervisory Skills, Budgets, MS Project, Project Engineering, Strategic Planning, Power Plants, Team Building, Management, Program Management, Power Generation, Safety Management..., Operations Management, Project Estimation, Risk Assessment, Environmental Awareness, Construction Safety, Change Management, Construction, Renewable Energy, Nuclear, Subcontracting, Hazard Analysis, Hydropower, Occupational Health, Safety, Workplace Safety, Accident Investigation, Asbestos, Industrial Safety, Microsoft Project
Education
Oklahoma University 1995 — 1999
Bachelor of Science (BS), Industrial Safety Technology/Technician
University of Oklahoma 1995 — 1999
Nuclear/ fossil/ hydro January 1999 - Present
Fluor Daniels January 2005 - January 2007
Bartlett & Co. January 2002 - January 2005
Bechtel Corporation January 1999 - January 2001
Skills
Project Planning, Project Management, Contract Negotiation, Energy, Procurement, Inspection, Process Scheduler, Contractors, Microsoft Office, Supervisory Skills, Budgets, MS Project, Project Engineering, Strategic Planning, Power Plants, Team Building, Management, Program Management, Power Generation, Safety Management..., Operations Management, Project Estimation, Risk Assessment, Environmental Awareness, Construction Safety, Change Management, Construction, Renewable Energy, Nuclear, Subcontracting, Hazard Analysis, Hydropower, Occupational Health, Safety, Workplace Safety, Accident Investigation, Asbestos, Industrial Safety, Microsoft Project
Education
Oklahoma University 1995 — 1999
Bachelor of Science (BS), Industrial Safety Technology/Technician
University of Oklahoma 1995 — 1999
Aaron Ewing Aaron Ewing's Bartlett & Co. Experience January 1990 - June 1994
Job Owner of A & M Wellness LLC
Industry Investment Management
Experience
A & M Wellness February 2006 - Present
A & M Wellness September 2003 - Present
J3 Labs January 2000 - February 2006
Charles Schwab February 1996 - January 2000
Bartlett & Co. January 1990 - June 1994
Skills
Marketing Strategy, Customer Service, Investment Strategies, New Business Development, Wellness, Management, Business Planning, Microsoft Office, Sales Management, Microsoft Excel
Education
University of Cincinnati
BA of Business Administration, Finance
A & M Wellness February 2006 - Present
A & M Wellness September 2003 - Present
J3 Labs January 2000 - February 2006
Charles Schwab February 1996 - January 2000
Bartlett & Co. January 1990 - June 1994
Skills
Marketing Strategy, Customer Service, Investment Strategies, New Business Development, Wellness, Management, Business Planning, Microsoft Office, Sales Management, Microsoft Excel
Education
University of Cincinnati
BA of Business Administration, Finance
Jeffrey Conyers, CFP® Jeffrey Conyers, CFP®'s Bartlett & Co. Experience September 1984 - July 1999
Job Financial Advisor at Financial Partners Group
Industry Financial Services
Experience
Financial Partners Group August 2012 - Present
Fidelity Investments September 2004 - July 2012
Fidelity Investments July 1999 - September 2004
Bartlett & Co. September 1984 - July 1999
Skills
Retirement Planning, Investment Strategies, Insurance, Mutual Funds, Finance, Securities, FINRA, Small Business, Asset Allocation, Series 7, Retirement, Wealth Management, Investments, Series 63, 401k
Education
College for Financial Planning 2007 — 2008
Eastern Kentucky University 1979 — 1983
Bachelor of Applied Science (B.A.Sc.), Criminal Justice and Corrections
Financial Partners Group August 2012 - Present
Fidelity Investments September 2004 - July 2012
Fidelity Investments July 1999 - September 2004
Bartlett & Co. September 1984 - July 1999
Skills
Retirement Planning, Investment Strategies, Insurance, Mutual Funds, Finance, Securities, FINRA, Small Business, Asset Allocation, Series 7, Retirement, Wealth Management, Investments, Series 63, 401k
Education
College for Financial Planning 2007 — 2008
Eastern Kentucky University 1979 — 1983
Bachelor of Applied Science (B.A.Sc.), Criminal Justice and Corrections
John Melville, CFA John Melville, CFA's Bartlett & Co. Experience 1989 - 2001
Job Portfolio Manager & Shareholder at Foster & Motley, Inc.
Industry Financial Services
Experience
Foster & Motley, Inc. 2001 - Present
Bartlett & Co. 1989 - 2001
Thompson & Melville & Co. 1985 - 1989
Education
Xavier University 1976 — 1978
Master of Business Administration (MBA), Advanced Business Economics
Chartered Financial Analyst (CFA)
Duke University 1965 — 1969
Bachelor of Business Administration (BBA), Economics
Foster & Motley, Inc. 2001 - Present
Bartlett & Co. 1989 - 2001
Thompson & Melville & Co. 1985 - 1989
Education
Xavier University 1976 — 1978
Master of Business Administration (MBA), Advanced Business Economics
Chartered Financial Analyst (CFA)
Duke University 1965 — 1969
Bachelor of Business Administration (BBA), Economics
Janice Ungruhe Janice Ungruhe's Bartlett & Co. Experience March 1993 - March 1996
Job Senior Administrative Assistant
Industry Philanthropy
Experience
KnowledgeWorks Foundation June 2007 - Present
Center for Chemical Addictions Treatement July 1999 - September 2006
Bartlett & Co. March 1993 - March 1996
Dracket Company 1990 - 1992
Skills
Non-profits, Organizational..., Event Planning, Employee Relations, Editing
Education
Bowling Green State University 1986 — 1990
BSBA, Human Resources Mgmt
KnowledgeWorks Foundation June 2007 - Present
Center for Chemical Addictions Treatement July 1999 - September 2006
Bartlett & Co. March 1993 - March 1996
Dracket Company 1990 - 1992
Skills
Non-profits, Organizational..., Event Planning, Employee Relations, Editing
Education
Bowling Green State University 1986 — 1990
BSBA, Human Resources Mgmt
Shawn L. Fishbaugh, CFA Shawn L. Fishbaugh, CFA's Bartlett & Co. Experience October 1999 - November 2011
Job Chief Investment Officer
Industry Investment Management
Experience
John D. Dovich & Associates, LLC March 2013 - Present
PNC Wealth Management November 2011 - March 2013
Bartlett & Co. October 1999 - November 2011
St. Joseph Home of Cincinnati October 2003 - October 2009
Johnson Investment Counsel June 1987 - September 1999
Skills
Investments, Portfolio Management, Investment Strategies, Asset Managment, Asset Management, Strategic Financial..., Wealth Management, Securities, Investment Management, Finance, High Net Worth..., Asset Allocation, Mutual Funds, Investment Advisory, Equity Research
Education
University of Cincinnati College of Business 1981 — 1986
B.B.A. in Finance
John D. Dovich & Associates, LLC March 2013 - Present
PNC Wealth Management November 2011 - March 2013
Bartlett & Co. October 1999 - November 2011
St. Joseph Home of Cincinnati October 2003 - October 2009
Johnson Investment Counsel June 1987 - September 1999
Skills
Investments, Portfolio Management, Investment Strategies, Asset Managment, Asset Management, Strategic Financial..., Wealth Management, Securities, Investment Management, Finance, High Net Worth..., Asset Allocation, Mutual Funds, Investment Advisory, Equity Research
Education
University of Cincinnati College of Business 1981 — 1986
B.B.A. in Finance
Patty Klingbiel Patty Klingbiel's Bartlett & Co. Experience 1988 - 1991
Job President & Principal, The Connell Group
Industry Market Research
Experience
The Connell Group November 2005 - Present
Zyman Group May 2002 - October 2005
Merck Medco May 2001 - May 2002
Medsite September 1999 - April 2001
Procter & Gamble June 1991 - August 1999
Bartlett & Co. 1988 - 1991
Education
University of Cincinnati 1986 — 1991
BBA, Accounting, Finance
University of Cincinnati College of Business 1986 — 1991
BBA, Finance & Accounting
The Connell Group November 2005 - Present
Zyman Group May 2002 - October 2005
Merck Medco May 2001 - May 2002
Medsite September 1999 - April 2001
Procter & Gamble June 1991 - August 1999
Bartlett & Co. 1988 - 1991
Education
University of Cincinnati 1986 — 1991
BBA, Accounting, Finance
University of Cincinnati College of Business 1986 — 1991
BBA, Finance & Accounting
Woodrow Uible Woodrow Uible's Bartlett & Co. Experience November 1980 - Present
Job Principal, Investment Advisor at Bartlett & Co.
Industry Investment Management
Experience
Bartlett & Co. November 1980 - Present
Education
University of Cincinnati 1971 — 1975
bachelor of arts, economics
Univeristy of Cincinnati
Bartlett & Co. November 1980 - Present
Education
University of Cincinnati 1971 — 1975
bachelor of arts, economics
Univeristy of Cincinnati
Kenneth Schlachter, CFA Kenneth Schlachter, CFA's Bartlett & Co. Experience September 1982 - Present
Job Investment Advisor at Bartlett & Co.
Industry Investment Management
Experience
Bartlett & Co. September 1982 - Present
Skills
Investment Strategies, Asset Allocation, Portfolio Management, Asset Managment, Mutual Funds
Education
Xavier University 1985 — 1989
MBA, Finance & Taxation
University of Cincinnati College of Business 1980 — 1985
BBA, Finance
LaSalle High School 1976 — 1980
Bartlett & Co. September 1982 - Present
Skills
Investment Strategies, Asset Allocation, Portfolio Management, Asset Managment, Mutual Funds
Education
Xavier University 1985 — 1989
MBA, Finance & Taxation
University of Cincinnati College of Business 1980 — 1985
BBA, Finance
LaSalle High School 1976 — 1980
Kyle Pohlman, CFA, CAIA Kyle Pohlman, CFA, CAIA's Bartlett & Co. Experience May 2007 - Present
Job Investment Advisor at Bartlett & Co.
Industry Investment Management
Experience
Bartlett & Co. May 2007 - Present
Bartlett & Co. March 2003 - April 2007
Education
University of Cincinnati College of Business 2001 — 2006
Bachelor of Business Administration, Finance
Bartlett & Co. May 2007 - Present
Bartlett & Co. March 2003 - April 2007
Education
University of Cincinnati College of Business 2001 — 2006
Bachelor of Business Administration, Finance
Eric Profancik Eric Profancik's Bartlett & Co. Experience October 2001 - Present
Job Portfolio Assistant at Bartlett & Co.
Industry Investment Management
Experience
Bartlett & Co. October 2001 - Present
Dover Partners September 1997 - September 1999
Skills
Mutual Funds, Investment Management, Asset Management, Portfolio Management, Investments, Investment Advisory, Financial Planning
Education
Wright State University 1998 — 2000
Master of Business Administration (MBA), Finance, General
Miami University 1988 — 1992
Bachelor of Science, Business, Management, Marketing, and Related Support Services
Bartlett & Co. October 2001 - Present
Dover Partners September 1997 - September 1999
Skills
Mutual Funds, Investment Management, Asset Management, Portfolio Management, Investments, Investment Advisory, Financial Planning
Education
Wright State University 1998 — 2000
Master of Business Administration (MBA), Finance, General
Miami University 1988 — 1992
Bachelor of Science, Business, Management, Marketing, and Related Support Services
Holly Hirt Holly Hirt's Bartlett & Co. Experience April 2015 - Present
Job Investment Advisor at Bartlett & Co.
Industry Investment Management
Experience
Bartlett & Co. April 2015 - Present
JHL Capital Group LLC January 2015 - February 2015
JHL Capital Group LLC May 2011 - January 2015
J.P. Morgan July 2008 - April 2011
Arthur J. Gallagher & Co. June 2007 - August 2007
Skills
Wealth Management, Asset Management, Financial Planning, Investment Management, Relationship Management, Volunteering, Non-profit Boards, Business Development, Investor Relations, Hedge Funds, Alternative Investments, Finance, Presentations, Investments, Public Speaking, Building Relationships, CRM, Client Development, Manage Client..., Client Relations Skills, Series 63, Series 7
Education
Northwestern University - Kellogg School of Management 2013 — 2015
Master of Business Administration (M.B.A.), Finance, Social Enterprise
Indiana University - Kelley School of Business 2004 — 2008
B.S., Finance, International Business
Villa Madonna Academy 2000 — 2004
Bartlett & Co. April 2015 - Present
JHL Capital Group LLC January 2015 - February 2015
JHL Capital Group LLC May 2011 - January 2015
J.P. Morgan July 2008 - April 2011
Arthur J. Gallagher & Co. June 2007 - August 2007
Skills
Wealth Management, Asset Management, Financial Planning, Investment Management, Relationship Management, Volunteering, Non-profit Boards, Business Development, Investor Relations, Hedge Funds, Alternative Investments, Finance, Presentations, Investments, Public Speaking, Building Relationships, CRM, Client Development, Manage Client..., Client Relations Skills, Series 63, Series 7
Education
Northwestern University - Kellogg School of Management 2013 — 2015
Master of Business Administration (M.B.A.), Finance, Social Enterprise
Indiana University - Kelley School of Business 2004 — 2008
B.S., Finance, International Business
Villa Madonna Academy 2000 — 2004
Matthew Stith, CFA's Bartlett & Co. Experience March 2014 - Present
Job Manager, Equity Research at Bartlett & Co.
Industry Investment Management
Experience
Bartlett & Co. March 2014 - Present
Bartlett & Co. March 2007 - Present
Fort Washington Investment Advisors June 2000 - March 2007
First Union Securities June 1998 - June 2000
Skills
Equity Research, Portfolio Management, Asset Management, Investments, Financial Modeling, Financial Analysis, Valuation
Education
Wake Forest University - Babcock Graduate School of Management 1996 — 1998
Master of Business Administration (MBA), Finance
Miami University
B.S. Business, Finance
Bartlett & Co. March 2014 - Present
Bartlett & Co. March 2007 - Present
Fort Washington Investment Advisors June 2000 - March 2007
First Union Securities June 1998 - June 2000
Skills
Equity Research, Portfolio Management, Asset Management, Investments, Financial Modeling, Financial Analysis, Valuation
Education
Wake Forest University - Babcock Graduate School of Management 1996 — 1998
Master of Business Administration (MBA), Finance
Miami University
B.S. Business, Finance
Matt Whalen Matt Whalen's Bartlett & Co. Experience April 2012 - Present
Job Director Information Technology at Bartlett & Co.
Industry Investment Management
Experience
Bartlett & Co. April 2012 - Present
Bartlett & Co. September 1990 - April 2012
Direct Dial - Online Data Systems June 1987 - November 1990
Garrett Computer Services, Inc. June 1985 - June 1987
Garrett Computer Services, Inc. June 1981 - June 1985
Skills
Servers, Project Management, SQL, Disaster Recovery, Vendor Management, Network Security, Microsoft Office, Enterprise Architecture, Cloud Computing, Visio, Access, Visual Basic, Information Technology, Strategic Planning, Business Continuity, Management, Citrix, Hardware, Virtualization, Data Center, Storage, VMware
Education
Cincinnati State Technical and Community College
CISP, Computer Information Systems Programming
Elder High School 1979 — 1983
*, *
Bartlett & Co. April 2012 - Present
Bartlett & Co. September 1990 - April 2012
Direct Dial - Online Data Systems June 1987 - November 1990
Garrett Computer Services, Inc. June 1985 - June 1987
Garrett Computer Services, Inc. June 1981 - June 1985
Skills
Servers, Project Management, SQL, Disaster Recovery, Vendor Management, Network Security, Microsoft Office, Enterprise Architecture, Cloud Computing, Visio, Access, Visual Basic, Information Technology, Strategic Planning, Business Continuity, Management, Citrix, Hardware, Virtualization, Data Center, Storage, VMware
Education
Cincinnati State Technical and Community College
CISP, Computer Information Systems Programming
Elder High School 1979 — 1983
*, *
Kellie Muthert, SPHR, SHRM-SCP's Bartlett & Co. Experience August 1996 - Present
Job Manager, Human Resources at Bartlett & Co.
Industry Investment Management
Experience
Bartlett & Co. August 1996 - Present
Franciscan Health System of Cincinnati, Inc. September 1988 - August 1996
Skills
Employee Relations, Human Resources, New Hire Orientations, Benefits Administration, Management, Recruiting, Employee Benefits, Temporary Placement, Onboarding, Hiring, Strategic Planning
Education
University of Cincinnati
Personnel Administration
Bartlett & Co. August 1996 - Present
Franciscan Health System of Cincinnati, Inc. September 1988 - August 1996
Skills
Employee Relations, Human Resources, New Hire Orientations, Benefits Administration, Management, Recruiting, Employee Benefits, Temporary Placement, Onboarding, Hiring, Strategic Planning
Education
University of Cincinnati
Personnel Administration
Colleen Siders Eaton's Bartlett & Co. Experience 2000 - 2004
Job Consultant
Industry Information Services
Experience
Colleen Eaton Consulting LLC 2009 - Present
Crew Capital Management 2007 - 2009
Smith Barney 2006 - 2007
Smith Barney 2003 - 2006
Bartlett & Co. 2000 - 2004
Bartlett & Co. 1996 - 2000
Bartlett & Co. 1994 - 1996
Pacholder Associates 1991 - 1993
Skills
Research, Office Administration, Process Improvement, Project Management, Virtual Assistance, Freelance Writing, Website Creation, Website Updating, Google Apps, Google Drive, Microsoft Office, Apple iWorks, PowerPoint, Anthropologist, Public Speaking, Hands-on Training, Instructor-led Training, Youth Sports Program..., Proposal Writing, Analytics
Education
University of Pennsylvania 1987 — 1990
MS
Kenyon College 1984 — 1987
BS
Colleen Eaton Consulting LLC 2009 - Present
Crew Capital Management 2007 - 2009
Smith Barney 2006 - 2007
Smith Barney 2003 - 2006
Bartlett & Co. 2000 - 2004
Bartlett & Co. 1996 - 2000
Bartlett & Co. 1994 - 1996
Pacholder Associates 1991 - 1993
Skills
Research, Office Administration, Process Improvement, Project Management, Virtual Assistance, Freelance Writing, Website Creation, Website Updating, Google Apps, Google Drive, Microsoft Office, Apple iWorks, PowerPoint, Anthropologist, Public Speaking, Hands-on Training, Instructor-led Training, Youth Sports Program..., Proposal Writing, Analytics
Education
University of Pennsylvania 1987 — 1990
MS
Kenyon College 1984 — 1987
BS
Lori Poole, CFP®, NSSA's Bartlett & Co. Experience September 2015 - Present
Job Investment Advisor at Bartlett & Co.
Industry Investment Management
Experience
Bartlett & Co. September 2015 - Present
Bartlett & Co. August 2012 - September 2015
Bartlett & Co. August 2009 - August 2012
BMW Financial Services April 2008 - September 2008
University of Cincinnati College of Business September 2007 - March 2008
Marvin F. Poer and Company March 2006 - September 2007
Skills
Wealth Management, Financial Planning, Strategic Financial..., Investments, Financial Services, Financial Analysis, Portfolio Management, Financial Modeling, Asset Managment, Customer Service
Education
College for Financial Planning 2011 — 2012
CFP Certification Course
University of Cincinnati College of Business 2004 — 2009
BBA, Finance, Real Estate
Bartlett & Co. September 2015 - Present
Bartlett & Co. August 2012 - September 2015
Bartlett & Co. August 2009 - August 2012
BMW Financial Services April 2008 - September 2008
University of Cincinnati College of Business September 2007 - March 2008
Marvin F. Poer and Company March 2006 - September 2007
Skills
Wealth Management, Financial Planning, Strategic Financial..., Investments, Financial Services, Financial Analysis, Portfolio Management, Financial Modeling, Asset Managment, Customer Service
Education
College for Financial Planning 2011 — 2012
CFP Certification Course
University of Cincinnati College of Business 2004 — 2009
BBA, Finance, Real Estate
William Friedlander's Bartlett & Co. Experience 1957 - Present
Job Chairman, Emeritus at Bartlett & Co.
Industry Financial Services
Experience
Bartlett & Co. 1957 - Present
Education
Harvard Business School 1956 — 1957
Bartlett & Co. 1957 - Present
Education
Harvard Business School 1956 — 1957
Jim Dixius's Bartlett & Co. Experience August 1981 - August 1985
Job Managing Consultant at IBM
Industry Management Consulting
Experience
IBM October 2002 - Present
PwC Consulting September 1997 - October 2002
Coopers & Lybrand Consulting August 1996 - August 1997
Total Systems Solutions Incorporated November 1995 - August 1996
Advance Incorporated May 1991 - November 1995
Cooper Industries, Cooper Energy Services May 1988 - May 1991
Bartlett & Co. August 1981 - August 1985
Skills
Solution Architecture, Management Consulting, IT Strategy, Enterprise Architecture, Business Transformation, Requirements Analysis, Business Intelligence, Business Analysis, Business Process, Business Process..., Integration
Education
Vanderbilt University - Owen Graduate School of Management
Master of Business Administration (MBA), Marketing
Northern Kentucky University
Bachelor of Science (B.S.), Mathematics and Economics
IBM October 2002 - Present
PwC Consulting September 1997 - October 2002
Coopers & Lybrand Consulting August 1996 - August 1997
Total Systems Solutions Incorporated November 1995 - August 1996
Advance Incorporated May 1991 - November 1995
Cooper Industries, Cooper Energy Services May 1988 - May 1991
Bartlett & Co. August 1981 - August 1985
Skills
Solution Architecture, Management Consulting, IT Strategy, Enterprise Architecture, Business Transformation, Requirements Analysis, Business Intelligence, Business Analysis, Business Process, Business Process..., Integration
Education
Vanderbilt University - Owen Graduate School of Management
Master of Business Administration (MBA), Marketing
Northern Kentucky University
Bachelor of Science (B.S.), Mathematics and Economics
Madelynn Matlock's Bartlett & Co. Experience 1981 - 2001
Job SVP and Senior Portfolio Manager at Pioneer Investments
Industry Investment Management
Experience
Pioneer Investments December 2012 - Present
Huntington Bank 2002 - December 2012
Bartlett & Co. 1981 - 2001
Skills
Investments, Portfolio Management, Mutual Funds, Investment Strategies, Equities, Asset Managment, Financial Analysis, Pension Funds, Securities
Education
University of Cincinnati
BS, MBA, Philosophy & Lit, Finance
Pioneer Investments December 2012 - Present
Huntington Bank 2002 - December 2012
Bartlett & Co. 1981 - 2001
Skills
Investments, Portfolio Management, Mutual Funds, Investment Strategies, Equities, Asset Managment, Financial Analysis, Pension Funds, Securities
Education
University of Cincinnati
BS, MBA, Philosophy & Lit, Finance
Rob E. Michel's Bartlett & Co. Experience January 2013 - Present
Job Network Admin at Bartlett & Co.
Industry Financial Services
Experience
Bartlett & Co. January 2013 - Present
Bartlett & Co. September 1999 - January 2013
Skills
Access, Visio, Asset Managment, Portfolio Management, Microsoft Office, Project Management, SQL, Financial Analysis, Microsoft Excel, Investments, Disaster Recovery, Information Technology, Strategic Planning, Customer Service, Social Networking
Education
University of Cincinnati College of Business 2000 — 2002
Bachelor of Business Administration (BBA), Information Technology
University of Cincinnati 1997 — 2000
Associate of Arts and Sciences (AAS), Accounting and Business/Management
Bartlett & Co. January 2013 - Present
Bartlett & Co. September 1999 - January 2013
Skills
Access, Visio, Asset Managment, Portfolio Management, Microsoft Office, Project Management, SQL, Financial Analysis, Microsoft Excel, Investments, Disaster Recovery, Information Technology, Strategic Planning, Customer Service, Social Networking
Education
University of Cincinnati College of Business 2000 — 2002
Bachelor of Business Administration (BBA), Information Technology
University of Cincinnati 1997 — 2000
Associate of Arts and Sciences (AAS), Accounting and Business/Management
Barbara A. Gilman's Bartlett & Co. Experience November 1980 - Present
Job Controller at Bartlett & Co.
Industry Investment Management
Experience
Bartlett & Co. November 1980 - Present
Besl Transfer Co 1970 - 1974
Skills
Accounting, Account Reconciliation, Accounts Receivable, Accounts Payable, Strategic Financial..., Financial Statements, Invoicing, Payroll, Financial Analysis, Tax, Budgets, Financial Planning, Bookkeeping, Tax Returns, QuickBooks, Access
Education
University of Cincinnati 1970 — 1974
Accounting
Mount St. Joseph University 1969 — 1971
Accounting
Bartlett & Co. November 1980 - Present
Besl Transfer Co 1970 - 1974
Skills
Accounting, Account Reconciliation, Accounts Receivable, Accounts Payable, Strategic Financial..., Financial Statements, Invoicing, Payroll, Financial Analysis, Tax, Budgets, Financial Planning, Bookkeeping, Tax Returns, QuickBooks, Access
Education
University of Cincinnati 1970 — 1974
Accounting
Mount St. Joseph University 1969 — 1971
Accounting
Kelley Downing's Bartlett & Co. Experience 1996 - Present
Job President & CEO at Bartlett & Co.
Industry Investment Management
Experience
Bartlett & Co. 1996 - Present
Fifth Third Bank September 1985 - August 1996
E.F.Hutton September 1979 - September 1985
Skills
Investments, Asset Management, Wealth Management, Investment Management, Financial Planning, Strategic Planning, Financial Advisory, Management, Leadership, Financial Analysis
Education
Thunderbird School of Global Management 1978 — 1979
MBA, Finance
Miami University 1972 — 1976
BA, American Diplomacy & Foreign Affairs
Bartlett & Co. 1996 - Present
Fifth Third Bank September 1985 - August 1996
E.F.Hutton September 1979 - September 1985
Skills
Investments, Asset Management, Wealth Management, Investment Management, Financial Planning, Strategic Planning, Financial Advisory, Management, Leadership, Financial Analysis
Education
Thunderbird School of Global Management 1978 — 1979
MBA, Finance
Miami University 1972 — 1976
BA, American Diplomacy & Foreign Affairs
James Hagerty, CFA's Bartlett & Co. Experience September 1994 - Present
Job Executive Committee, Investment Advisor
Industry Investment Management
Experience
Bartlett & Co. September 1994 - Present
Education
University of Dayton 1985 — 1989
Bachelor of Science (B.S.), Economics
Bartlett & Co. September 1994 - Present
Education
University of Dayton 1985 — 1989
Bachelor of Science (B.S.), Economics
Bill Friedlander's Bartlett & Co. Experience 1989 - Present
Job Chairman, Emeritus at Bartlett
Industry Investment Management
Experience
Bartlett & Co. 1989 - Present
Bartlett & Co. 1967 - 1989
U.S. Army Security Assistance Command August 1954 - June 1956
Skills
Investment Strategies, Investments, Private Equity, Portfolio Management, Asset Management, Wealth Management, Asset Allocation, Strategic Planning, Financial Analysis, Financial Modeling, Fixed Income, Strategic Financial..., Venture Capital, Series 7, Mutual Funds, Financial Services, Mergers & Acquisitions, New Business Development, Public Speaking
Education
Harvard Business School 1956 — 1957
Master of Business Administration (MBA), Investmants Advisory
Amherst College 1950 — 1954
Bachelor's degree, English
Bartlett & Co. 1989 - Present
Bartlett & Co. 1967 - 1989
U.S. Army Security Assistance Command August 1954 - June 1956
Skills
Investment Strategies, Investments, Private Equity, Portfolio Management, Asset Management, Wealth Management, Asset Allocation, Strategic Planning, Financial Analysis, Financial Modeling, Fixed Income, Strategic Financial..., Venture Capital, Series 7, Mutual Funds, Financial Services, Mergers & Acquisitions, New Business Development, Public Speaking
Education
Harvard Business School 1956 — 1957
Master of Business Administration (MBA), Investmants Advisory
Amherst College 1950 — 1954
Bachelor's degree, English
Carol Hard's Bartlett & Co. Experience September 1993 - March 1996
Job Independent Financial Services Professional
Industry Financial Services
Experience
Carol Hard Consulting October 1999 - Present
Security Life of Denver/ING July 1996 - October 1999
Bartlett & Co. September 1993 - March 1996
The AAL Mutual Fund Companies April 1990 - September 1993
Edward Jones July 1984 - April 1990
Skills
Strategic Financial..., Wealth Management, Portfolio Management, Banking, Retirement, Asset Management, Mortgage Lending, Financial Analysis, Risk Management, Credit, Loans, Pensions, Corporate Finance
Education
Augsburg College
Bachelor of Arts (BA), Communications and Political Science
Carol Hard Consulting October 1999 - Present
Security Life of Denver/ING July 1996 - October 1999
Bartlett & Co. September 1993 - March 1996
The AAL Mutual Fund Companies April 1990 - September 1993
Edward Jones July 1984 - April 1990
Skills
Strategic Financial..., Wealth Management, Portfolio Management, Banking, Retirement, Asset Management, Mortgage Lending, Financial Analysis, Risk Management, Credit, Loans, Pensions, Corporate Finance
Education
Augsburg College
Bachelor of Arts (BA), Communications and Political Science
Terrence Kelly, CFA's Bartlett & Co. Experience September 2001 - Present
Job Principal, Investment Advisor
Industry Investment Management
Experience
Bartlett & Co. September 2001 - Present
Education
University of Kentucky
Bachelor of Science (BS)
Bartlett & Co. September 2001 - Present
Education
University of Kentucky
Bachelor of Science (BS)
Jenny Dimmitt's Bartlett & Co. Experience 1993 - 1996
Job Registered CSA at UBS Financial Services, Inc
Industry Financial Services
Experience
UBS Financial Services Inc. 1996 - Present
Bartlett & Co. 1993 - 1996
Skills
Customer Service, Strategic Planning, Marketing Strategy, Leadership, Team Building, Marketing, Sales, Negotiation, Budgets, Project Management
Education
University of Cincinnati College of Business
BBA, Finance/Marketing
UBS Financial Services Inc. 1996 - Present
Bartlett & Co. 1993 - 1996
Skills
Customer Service, Strategic Planning, Marketing Strategy, Leadership, Team Building, Marketing, Sales, Negotiation, Budgets, Project Management
Education
University of Cincinnati College of Business
BBA, Finance/Marketing
Irina Boone's Bartlett & Co. Experience September 2008 - September 2009
Job Fund Administrator II at State Street
Industry Accounting
Experience
State Street March 2013 - Present
KC Accountant July 2010 - March 2014
Great Plains Compounding Center March 2009 - September 2012
Bartlett & Co. September 2008 - September 2009
PlattForm Advertising January 2009 - August 2009
Skills
Excel - Advanced..., Microsoft Office 2008..., General Ledger
Education
University of Missouri-Kansas City 2003 — 2007
Master's Degree in Accounting, Accounting
Penn Valley Community College 2000 — 2002
English as Second Language, general classes
Far Eastern National University 1986 — 1991
Bachelor Degree in Mathematics, Mathematics
State Street March 2013 - Present
KC Accountant July 2010 - March 2014
Great Plains Compounding Center March 2009 - September 2012
Bartlett & Co. September 2008 - September 2009
PlattForm Advertising January 2009 - August 2009
Skills
Excel - Advanced..., Microsoft Office 2008..., General Ledger
Education
University of Missouri-Kansas City 2003 — 2007
Master's Degree in Accounting, Accounting
Penn Valley Community College 2000 — 2002
English as Second Language, general classes
Far Eastern National University 1986 — 1991
Bachelor Degree in Mathematics, Mathematics
David Battisti's Bartlett & Co. Experience September 2006 - March 2008
Job Senior Financial Analyst at Limited Brands
Industry Retail
Experience
Limited Brands April 2013 - Present
SIRVA January 2009 - April 2013
Factory Direct Craft Supply, Inc. September 2004 - December 2008
Bartlett & Co. September 2006 - March 2008
Skills
Financial Analysis, Operating Budgets, Budget, Capital Budgeting, Financial Modeling, Corporate Finance, Microsoft Excel, Access, Microsoft Word, Bloomberg Data License
Education
Indiana University-Purdue University at Fort Wayne 2010 — 2012
Master of Business Administration (MBA)
University of Cincinnati 2005 — 2008
Bachelor of Business Administration (BBA), Finance, General
Limited Brands April 2013 - Present
SIRVA January 2009 - April 2013
Factory Direct Craft Supply, Inc. September 2004 - December 2008
Bartlett & Co. September 2006 - March 2008
Skills
Financial Analysis, Operating Budgets, Budget, Capital Budgeting, Financial Modeling, Corporate Finance, Microsoft Excel, Access, Microsoft Word, Bloomberg Data License
Education
Indiana University-Purdue University at Fort Wayne 2010 — 2012
Master of Business Administration (MBA)
University of Cincinnati 2005 — 2008
Bachelor of Business Administration (BBA), Finance, General