Smith Barney Consulting Group

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Smith Barney Consulting Group Employees

Employee
Years
Job
Industry
Karen Sotallaro Karen Sotallaro Houston, Texas Details
Karen Sotallaro's Smith Barney Consulting Group Experience August 1998 - August 2000
Job Marketing & Financial Services Professional
Industry Financial Services
Experience
Kanaly Trust, LTA  June 2012 - January 2015
UBS Financial Services, Inc.   August 2011 - June 2012
Graystone Consulting (a business of Morgan Stanley Smith Barney)   May 2007 - August 2011
Davis Hamilton Jackson & Associates, L.P.   April 2003 - May 2007
Smith Barney  August 2000 - February 2003
Smith Barney - Consulting Group  August 1998 - August 2000
Prudential Securities  August 1996 - July 1998
Agricultural and Natural Resources Policy Internship Program   August 1993 - December 1993

Skills
Wealth Management..., Investment Management, Asset Allocation, Financial Services, Investments, Wealth Management, Asset Management, Portfolio Management, Marketing, Strategic Financial..., Alternative Investments, High Net Worth..., Management, Project Management, Budgeting, Public Relations, Equities, Financial Analysis, Asset Managment, Financial Planning, Finance, Event Management, Event Planning

Education
Texas A&M University   1994 — 1996
M.S., Agricultural Economics

Texas A&M University   1989 — 1994
B.S., Agricultural Economics

Kingwood High School   1985 — 1989

Marne Milhiser Marne Milhiser Washington D.C. Metro Area Details
Marne Milhiser's Smith Barney Consulting Group Experience April 2003 - July 2004
Job Johnson Sterling, Inc
Industry Financial Services
Experience
Johnson Sterling, Inc.   June 2014 - Present
Fidelity Investments  July 2004 - March 2012
Smith Barney Consulting Group   April 2003 - July 2004
Merrill Lynch Trust Company  June 2002 - April 2003
State of New Jersey Office of the Attorney General  February 2000 - July 2001

Skills
Relationship Management, Product Development, Mutual Funds, Securities, Series 7, Series 63, Financial Services, Wealth Management, Investments, Asset Management, Equities, Investment Advisory, Alternative Investments, Fixed Income, Risk Management, Retirement Planning, Investment Management, 401k

Education
Auburn University   1992 — 1996
Bachelor of Arts (B.A.), Psychology

Mississippi College School of Law   1996 — 1999
Juris Doctorate, Law

University of Delaware   2002 — 2004
MBA, Finance and Corporate Goverenance

Stephen Fanto Stephen Fanto Greater New York City Area Details
Stephen Fanto's Smith Barney Consulting Group Experience 1995 - 2004
Job Homeless Outreach at Urban Pathways
Industry Nonprofit Organization Management
Experience
Urban Pathways  2012 - Present
Youth Service Opportunity Program   2009 - Present
Saint Joseph's Soup Kitchen   1994 - Present
Holy Apostles Soup Kitchen   June 2009 - December 2011
Citi Smith Barney  2006 - 2008
Trilogy Advisors   2004 - 2006
Smith Barney Consulting Group   1995 - 2004

Skills
Investments, Non-profits, Banking, Budgeting, Customer Relations, Leadership, Psychotherapy, Customer Service, Volunteer Management, Nonprofits, Management, Sales, Budgets, Community Outreach, Fundraising, Finance, Microsoft Excel, Grants, Public Speaking, Program Development

Education
City University of New York-Hunter College   2014 — 2015
Master's degree, Social Work

Northeastern University   1985 — 1989
BS, Finance

Patrick Nicholson Patrick Nicholson Greater Philadelphia Area Details
Patrick Nicholson's Smith Barney Consulting Group Experience 1999 - 2009
Job Principal at Meradia Group
Industry Investment Management
Experience
Meradia Group  February 2010 - Present
Smith Barney Consulting Group   1999 - 2009
Shearson Lehman Hutton  1985 - 1992

Skills
Performance Measurement, Investments, Asset Allocation, Retirement Planning, Wealth Management, Performance Attribution, Investment Advisory, Analysis, Requirements Analysis, Business Analysis, Financial Services, Mutual Funds, Management Consulting

Education
University of North Carolina at Chapel Hill   1975 — 1979
BS, Mathematics

Faith Stevenson, CFA, CPA Faith Stevenson, CFA, CPA Greater New York City Area Details
Faith Stevenson, CFA, CPA's Smith Barney Consulting Group Experience 1995 - 1999
Job Director Institutional Business Development at Diamond Hill Capital Management, Inc.
Industry Financial Services
Experience
Diamond Hill Capital Management, Inc.   2014 - Present
Smith Graham   2010 - 2014
Hedge Fund of Funds   2009 - 2009
Bear Stearns Asset Management Inc.  2006 - 2008
Forstmann-Leff Associates, LLC   2002 - 2005
UBS  1999 - 2002
Smith Barney Consulting Group   1995 - 1999
Ernst & Young  1990 - 1995

Skills
Investor Relations, Financial Services, Management, Hedge Funds, Fixed Income, New Business Development, Marketing, Business Development, Alternative Investments

Education
The Ohio State University   1988 — 1991
BSBA, Accounting

Elena M Irimia, CIMA, AIF, CRPS Elena M Irimia, CIMA, AIF, CRPS Greater New Orleans Area Details
Elena M Irimia, CIMA, AIF, CRPS's Smith Barney Consulting Group Experience 1996 - 2010
Job Wealth Management Advisor with TIAACREF Financial Services
Industry Financial Services
Experience
TIAA-CREF  July 2014 - Present
J.P. Morgan Chase, N.A.   February 2013 - July 2014
NAWBO-NOLA   2012 - 2013
Morgan Stanley  2010 - 2013
Smith Barney Consulting Group   1996 - 2010
Mutual of America  1987 - 1996

Education
Loyola University New Orleans

Tulane University - A.B. Freeman School of Business

Jean (Evans) Natale Jean (Evans) Natale Greater Philadelphia Area Details
Jean (Evans) Natale's Smith Barney Consulting Group Experience April 2005 - November 2008
Job
Industry Investment Management
Experience
Global Currents Investment Management, LLC  April 2011 - August 2012
Global Currents Investment Management, LLC  November 2008 - April 2011
Smith Barney Consulting Group   April 2005 - November 2008
Smith Barney Consulting Group   August 2003 - April 2005

Skills
Asset Managment, Mutual Funds, Asset Management, Equities, Wealth Management

Education
University of Delaware
Bachelor's Degree, Economics

Nancy Aber Nancy Aber Boca Raton, Florida Details
Nancy Aber's Smith Barney Consulting Group Experience March 1997 - August 1997
Job Principal at Aber Investments
Industry Investment Management
Experience
Aber Investments   Senior Financial AnalystAir Liquide AmericaApril 1999 - January 2001
GulfStar Group  November 1997 - April 1999
Smith Barney, Consulting Group  March 1997 - August 1997
Transworld Properties   May 1996 - August 1996

Education
Jones Graduate School of Business, Rice University   1995 — 1997
MBA, Finance

The University of Texas at Austin   1990 — 1992
BSCE, Civil Engineering

Boston University   1987 — 1990
Engineering

Livier Sandoval Livier Sandoval San Francisco Bay Area Details
Livier Sandoval's Smith Barney Consulting Group Experience November 2002 - June 2004
Job Senior Operations Analyst at WHV Investments, Inc.
Industry Investment Management
Experience
WHV Investments, Inc.   May 2014 - Present
MyVest  January 2012 - October 2013
RS Investments  May 2005 - August 2010
Smith Barney Consulting Group   November 2002 - June 2004
Sonoma State University  October 2001 - May 2003

Skills
Performance Tuning, Investments

Education
California State University-Sacramento   1997 — 2000
BA Mathematics, Minor Statistics

Richard Archer, CFA, CFP, MBA Richard Archer, CFA, CFP, MBA Austin, Texas Area Details
Richard Archer, CFA, CFP, MBA's Smith Barney Consulting Group Experience September 2003 - November 2004
Job President, Archer Investment Management
Industry Investment Management
Experience
Archer Investment Management   April 2008 - Present
Leadership Austin  August 2009 - May 2010
Alpha Capital Management  December 2004 - April 2008
Smith Barney Consulting Group   September 2003 - November 2004
McDonald Investments / Key Bank   February 1998 - September 2003

Skills
Portfolio Management, Asset Management, Non-profits, Investments, Economics, Financial Analysis, Mutual Funds, Due Diligence, Competitive Analysis, Risk Management, Equities, Certified Financial...

Education
CFP Board   2011 — 2012
Certified Financial Planner, Personal Financial Planning

The University of Texas at Austin - Red McCombs School of Business   2007 — 2009
MBA, Executive MBA Program

University of Pennsylvania - The Wharton School   1993 — 1997
BS Economics, Management, Economics

Bill Rice Bill Rice Hartford, Connecticut Area Details
Bill Rice's Smith Barney Consulting Group Experience December 1997 - September 2000
Job Internet Marketing and Strategy Executive and Entrepreneur
Industry Marketing and Advertising
Experience
Family Cookbook Project   September 2004 - Present
Web Marketing Association   September 1997 - Present
Wealth Management News Service   January 2002 - January 2006
Phoenix Investment Partners  December 2000 - November 2001
Smith Barney Consulting Group   December 1997 - September 2000
Liberty Financial Companies  January 1992 - December 1997

Skills
Online Advertising, Online Marketing, Interactive Advertising, Team Building, Web Strategy, Online Reputation..., Web Marketing, Marketing, Advertising, Content Strategy, Public Relations, Marketing Strategy, Email Marketing, Digital Marketing, Management, Web Development, Digital Strategy, Social Media Marketing, Marketing Communications, Integrated Marketing

Education
Harvard University   1987 — 1993
Graduate Certificate, Business Administration

Northeastern University   1980 — 1985
B.S., Corporate Communication

Caroline Stegman Caroline Stegman Greater St. Louis Area Details
Caroline Stegman's Smith Barney Consulting Group Experience May 2005 - May 2008
Job Senior Vice President at HM Capital Management
Industry Financial Services
Experience
HM Capital Management   December 2014 - Present
Wittmond Hotel   January 2011 - 2015
Summit Strategies  December 2012 - December 2014
Summit Strategies  December 2010 - December 2012
Summit Strategies  April 2009 - December 2010
Saint Louis University  May 2008 - May 2009
Centene Corporation  September 2008 - April 2009
Smith Barney Consulting Group   May 2005 - May 2008
Smith Barney Consulting Group   June 2003 - May 2005
Prudential Investments  January 2003 - May 2003

Skills
Investments, Asset Allocation, Financial Analysis, Financial Modeling, Portfolio Management, Asset Managment, Strategic Financial..., Series 7, Alternative Investments, Investment Advisory, Valuation, Fixed Income, Due Diligence, Investment Strategies, Risk Management, Mutual Funds, Investment Management, Wealth Management, Finance, Private Equity, Asset Management

Education
Saint Louis University   2008 — 2009
MBA, Finance

Saint Louis University   1999 — 2003
BSBA, Finance

Villa Duchesne / Oak Hill School   1995 — 1999

Jamie Davis, CFE Jamie Davis, CFE Columbus, Ohio Area Details
Jamie Davis, CFE's Smith Barney Consulting Group Experience 1992 - 1996
Job Director of Franchise Development at Primrose Schools
Industry Restaurants
Experience
Primrose Schools  November 2014 - Present
Checkers Drive In Restaurants  June 2013 - November 2014
Donatos Pizza  December 2006 - May 2013
Ohio Treasurer of State  June 2000 - December 2006
Catalyst Studio   January 2000 - December 2006
Old Course Design   February 1996 - June 1999
Smith Barney Consulting Group   1992 - 1996

Skills
Franchising, Business Development, Recruiting, Team Building, Strategic Planning, Leadership, Budgets, Coaching, Marketing Strategy, Marketing, Retail, New Business Development, Start-ups, Contract Negotiation, Strategy, Income Statement, Small Business, Sales, Entrepreneurship, Operations Management, P&L Management, Training, Management, P&L, Leadership Development, Franchise Consulting

Education
The Ohio State University   1996 — 1999
MLA, Landscape Architecture

Washington and Jefferson College   1987 — 1991
Bachelor of Arts, Accounting

St. John's Jesuit High School   1983 — 1987
College Preparatory

Jeanette Pieper Jeanette Pieper Greater New York City Area Details
Jeanette Pieper's Smith Barney Consulting Group Experience 1997 - 2002
Job Investor Relations and Business Development Professional
Industry Financial Services
Experience
The Blackstone Group  October 2011 - Present
UBS  2002 - September 2011
Smith Barney Consulting Group   1997 - 2002

Skills
Wealth Management, Hedge Funds, Asset Allocation, Asset Managment, Investments, Equities, Investment Strategies, Portfolio Management, Alternative Investments

Education
Simmons College

Chris Hempel, CFA Chris Hempel, CFA Cincinnati Area Details
Chris Hempel, CFA's Smith Barney Consulting Group Experience May 1996 - August 1998
Job Vice President, Senior Institutional Client Advisor at PNC
Industry Financial Services
Experience
PNC  February 2011 - Present
Morgan Stanley Smith Barney  July 2007 - January 2011
Touchstone Investments  September 2005 - June 2007
Smith Barney  September 1998 - August 2005
Smith Barney Consulting Group   May 1996 - August 1998

Skills
Portfolio Management, Performance Attribution, Due Diligence, Institutional, Asset Allocation, Performance Measurement, Institutional Investors, Investment Policy, Fund Analysis, Risk Management, Mutual Funds, ETFs, Factset, Portfolio Strategy, Excel, PowerPoint, Morningstar, Thomson One, Investment Strategies

Education
State University of New York College at Buffalo
BS, Business Administration/Finance

Benjamin Mendoza III Benjamin Mendoza III Austin, Texas Details
Benjamin Mendoza III's Smith Barney Consulting Group Experience 2002 - 2003
Job Financial Controller at CM First Group
Industry Computer Software
Experience
CM First Group   2013 - Present
ACCOUNTING AND FINANCE CONSULTANT   October 2011 - Present
Brown Bag Delivers   January 2011 - Present
ADC Austin   November 2007 - September 2010
Mi Tierra Title   2006 - 2007
Accounting Principals  2005 - 2006
Riverstone Wealth Management  2004 - 2005
Smith Barney Consulting Group   2002 - 2003
University of Texas School of Law  2000 - 2001

Skills
Financial Analysis, Sales Process, Strategic Financial..., Accounting, Motivation, Management, Leadership, Financial Modeling, Accounts Receivable, Strategic Planning, Mergers & Acquisitions, Finance, Forecasting, Start-ups, Risk Management, Portfolio Management, Negotiation, Due Diligence, Entrepreneurship, Strategy, Collage, Financial Reporting, Budgets, Passion for Success, Business Development, Paint, Analysis, Pricing, Auditing, Team Leadership, Human Resources, Sales, Payroll, Executive Management, Management Consulting, Internal Controls, P&L, Marketing, Enterprise Software, Business Planning

Education
The University of Texas at Austin   1999 — 2004
BA

Donald Robinson Donald Robinson Greater Philadelphia Area Details
Donald Robinson's Smith Barney Consulting Group Experience August 1989 - May 1996
Job CEO & CoCIO, Palladiem LLC
Industry Investment Management
Experience
Palladiem   August 2011 - Present
Lockwood Advisors, Inc.   July 2009 - August 2011
Lockwood Capital Management, Inc   June 2004 - July 2009
Lockwood Advisors, Inc.   October 2002 - July 2004
Lockwood Financial Services, Inc   May 1996 - October 2002
Smith Barney Consulting Group   August 1989 - May 1996
Chase Manhattan Bank  June 1985 - June 1989
Northern Trust  June 1983 - June 1985

Skills
Investment Strategies, Alternative Investments, Portfolio Management, Asset Allocation, Wealth Management, Investment Advisory, Risk Management, Investments, Financial Services, Financial Advisory, Asset Management, Finance, Investment Management, Financial Risk, Mutual Funds, Hedge Funds, Institutional...

Education
Loyola University of Chicago - Graduate School of Business   1981 — 1983
mba, business

Arizona State University   1978 — 1980
bs, finance

Catherine Trinder Miller Catherine Trinder Miller Jacksonville, Florida Area Details
Catherine Trinder Miller's Smith Barney Consulting Group Experience August 1996 - August 1998
Job Multiplying Life's Possibilities at Pando Partners Wealth Management
Industry Financial Services
Experience
Raymond James  April 2015 - Present
Brainspires, Inc.   April 2011 - April 2015
Morgan Stanley Investment Management  August 2006 - April 2011
Morgan Stanley  August 2000 - January 2005
Salomon Smith Barney  June 1999 - August 1999
Smith Barney Consulting Group   August 1996 - August 1998
Prudential Securities  June 1994 - May 1996
ICC Capital Management  September 1992 - April 1995

Skills
Asset Management, Equities, Hedge Funds, Investment Banking, Fixed Income, Insurance, Financial Markets, Institutional, Series 7, Investments, Asset Allocation, Mutual Funds, Valuation, Funding, Financial Analysis, Alternative Investments, Series 63, Business Strategy, Wealth Management, Capital Markets, Strategic Planning, Product Development, Investment Advisory, Financial Modeling, Corporate Finance, New Business Development, Business Planning, Customer Relations, Financial Planning, Competitive Analysis, Team Building, Product Management, Market Research, Investment Strategies, Strategy Development, Product Marketing, Marketing Strategy, Trading, Strategy

Education
University of Pennsylvania - The Wharton School   1998 — 2000
MBA, Finance

Emory University - Goizueta Business School   1988 — 1992
BBA, Marketing, Management

Schiller International University   1991 — 1991
International Business

Jim Burdette Jim Burdette Richmond, Virginia Area Details
Jim Burdette's Smith Barney Consulting Group Experience October 1989 - November 1998
Job Vice President at Wells Fargo Advisors
Industry Investment Management
Experience
Wells Fargo Advisors  September 2004 - Present
Lockwood Financial Services, Inc.   November 1998 - September 2004
Smith Barney Consulting Group   October 1989 - November 1998

Education
University of Delaware   1985 — 1989
BS, Business - Administrative Management

Mendham High School   1981 — 1985

Edward M. Chervin Edward M. Chervin Greater New York City Area Details
Edward M. Chervin's Smith Barney Consulting Group Experience February 1996 - February 2000
Job Financial Services Professional
Industry Financial Services
Experience
Graystone Consulting, a business of Morgan Stanley Smith Barney LLC   July 2009 - June 2011
Citi Institutional Consulting   January 2000 - March 2009
Smith Barney Consulting Group   February 1996 - February 2000
Citicorp Investment Services  January 1990 - January 1995

Skills
Financial Advisory, Series 7, Alternative Investments, Wealth Management, Series 63, Fixed Income, Securities, Series 24, Investment Advisory, Asset Allocation, Equities, Asset Managment, Investment Strategies, Portfolio Management, Hedge Funds, Series 65, Financial Services, Mutual Funds, Investments, Capital Markets, Sales Management, Asset Management, FINRA, Strategic Financial..., Finance, Investment Management, ETFs, Separately Managed..., High Net Worth..., Uniform Combined State..., Retirement Planning, Bonds, Retirement, Wealth Management..., 401k, Wealth, Options, Financial Markets, Trading, Fixed Annuities, Estate Planning, Series 6, Relationship Management, Bloomberg, Fund Of Funds, IRAs, Structured Products, Private Banking, Financial Planners, Pensions

Education
City University of New York
BA, MA

Michelle Hughes Michelle Hughes Phoenix, Arizona Area Details
Michelle Hughes's Smith Barney Consulting Group Experience August 1994 - September 2004
Job Vice President
Industry Financial Services
Experience
Morgan Stanley  May 2007 - Present
Wilmington Trust Company  September 2004 - September 2006
Smith Barney Consulting Group   August 1994 - September 2004

Education
University of Delaware   1990 — 1994
Bachelor’s Degree, Psychology

Widener University
Master’s Degree, HR Management

Tim Gleason Tim Gleason Greater Denver Area Details
Tim Gleason's Smith Barney Consulting Group Experience February 2004 - February 2009
Job Experienced financial services and investment professional
Industry Financial Services
Experience
Tucker Advisors  July 2013 - Present
Merrill Lynch  June 2012 - July 2013
Curian Capital, LLC  February 2009 - November 2011
Smith Barney Consulting Group   February 2004 - February 2009
Merrill Lynch  November 1996 - February 2004
Various Companies  September 1990 - September 1996

Skills
Portfolio Management

Education
University of Denver - Daniels College of Business   1986 — 1990
BSBA, Finance

Christopher Gonzales Christopher Gonzales Houston, Texas Details
Christopher Gonzales's Smith Barney Consulting Group Experience June 1996 - June 2000
Job Director, Global Trust Investments at LyondellBasell
Industry Investment Management
Experience
LyondellBasell  September 2014 - Present
HFRRF   June 2001 - September 2014
Vista Analytics, LLC   June 2000 - June 2001
Smith Barney Consulting Group   June 1996 - June 2000
Moriarty & Associates,   June 1994 - June 1996

Skills
institutional..., Defined benefit plan..., Alternative Investments, Asset Allocation, Investment Strategies, Investment Management, Asset Management, Hedge Funds, Fixed Income, Investment Advisory..., Equities, Portfolio Management, Investments, Private Equity, Investment Advisory, Mutual Funds, Derivatives, Hedging, Wealth Management, Capital Markets, Venture Capital, Institutional..., Fund Of Funds, ETFs, Finance

Education
University of Houston   2000 — 2002
Master of Business Administration (M.B.A.), Finance, General

Houston Baptist University   1988 — 1993
Bachelor of Business Administration (B.B.A.), Finance, General