Eric Bartee Email & Phone Number

Montgomery, Tx, Us

Providing investment and financial consulting to individuals and banks/corporations. Services include asset allocation modeling, financial analysis, Request For Proposal (RFP) development, review of RFPs, oversight of third-party investment managers, investment manager selection, credit analysis and financial reporting oversight of investments. Assets range from ~$450 thousand to ~$400 million and firms range from a top 10 financial institution to companies.

Houston, Texas Area

Responsible for establishing and managing this wholly owned subsidiary of SCI. Duties included, but were not limited to, the development of policies and procedures for implementation in the establishment of the subsidiary to direct operations and investment processes.• Utilized vast knowledge of the processes and procedures of SCI to establish all policies and procedures related to investment counseling for clients as well as investment procedures.• Collaborated with the sub-advisor to develop asset allocation and investment policies associated with the overall investment portfolio worth approximately $4.3 Billion.• Established and negotiated contracts with the clients (trusts) and vendors that were hired.• Managed investments that include Global Equities, Global Fixed Income and Global Alternative Investments (i.e. Private Capital and Diversified Hedge Funds worth approximately $275 million).• Supervised approximately 38 investment managers responsible for the management of investments.• Developed financial model to forecast income related to the ~$4.3 billion investment portfolio.• Continued to support the Treasurer and Assistant Treasurer regarding Treasury Operations and Investor Relations.• Served as a member of the Pension committee that has oversight of SCI’s Defined Contribution Plan (401K) worth approximately $600M for ~19K participants.SPECIAL RECOGNITION1. Led and directed the registration of the RIA with the SEC upon establishment of the subsidiary. 2. Specifically chosen to assume the role of President to establish this wholly owned subsidiary of SCI as a registered investment advisor (RIA) for clients seeking financial management services. 3. The new subsidiary had ~45 individuals and brought in ~$45 million in additional revenue.

Houston, Texas Area

With growth in the company, continued to build on previous duties to now serve in the role of the Director of Investments accountable for collaborating with the investment advisor in strategy and maintenance of asset allocations. Responsibilities included the oversight of an institutional investment portfolio including 8 financial institutions, 20 investment managers, tax and legal counsel. Supported Treasury Operations (Audit, Banking Relationships, Budget, Processes and Systems).

Houston, Texas Area

In addition to the previous role, served as a consultant to the trustees of SCI for the firm’s approximately $3.2B in trust investments. Members of the trustee group are Regions Morgan Keegan Trust Company, SunTrust Bank and Bank of Nova Scotia in managing the funeral and cemetery trust investments. Responsibilities also included oversight of an institutional investment portfolio which consisted of Global Equities, Global Fixed Income and Global Alternative Investments (i.e. Private Capital and Diversified Hedge Funds). Supported Treasury Operations (Audit, Banking Relationships, Budget, Processes and Systems).SPECIAL RECOGNITION1. Led the integration of Treasury and Finance functions of a $1.0 billion acquisition. 2. Integrated ~$600 million in Trust assets of the $1.0 billion acquisition.

Houston, Texas Area

In addition to the previous role, was promoted to the Director of Treasury and responsible for guiding and managing Corporate Cash, the investment of Excess Cash and accounting of all public debt.• Department Head responsible for all Treasury Operations (Audit, Banking Relationships, Budget, Processes and Systems).• Managed and directed the efforts of the Treasury staff of 4 professionals and 4 clerical associates responsible for all activities of the Treasury department.• Maintained the relationship with all Corporate Banks, Corporate Trustees (Public Debt) and Rating Agencies thusly ensuring that SCI maintained its ratings.• Responsible for all accounting associated to the Company’s debt and lease obligations.SPECIAL RECOGNITION1. Successfully represented the Alternative Investment entity in a litigation matter that benefited the Trust and Company ~$55 million. 2. Pension Investment Committee responsible for the investments of the cash balance plan and 401k plan.3. Served as the President of 2 of the Company’s Subsidiaries and President of the two Alternative Investment Funds.

Houston, Texas Area

In addition to the previous role, was promoted to Manager of Investment Services and charged with providing direction to employees regarding trustee, money manager and/or asset allocation changes to the trust investments, cash balance plan and 401K plan. This role reported directly to the senior management team and the Board of Directors. Supported Investor Relations with regards to Treasury and Trust activity.• Served as a member of the Treasury Team that was responsible for capital market negotiations (Credit Facility, Bond Issuance) and interfacing with Credit Agencies.• Worked with the outside investment consultants in advising changes to asset allocation, investment manager and investment policy.• Oversaw the alternative investment program which included Private Equity and Hedge Funds and was responsible for the review and negotiation of agreements related to the new funds. Also was responsible for the oversight of the company’s Defined Benefit Plan and the Defined Contribution Plan.• Served as the interface with Standard and Poor’s and Moody’s regarding the credit standing of the company, which led to upgrades in scores by both credit agencies.• Managed Banking Relationships. SPECIAL RECOGNITION1. Initiated the development and launch of a new sales program that increased company’s annual cash flow by $50M and introduced a pre-need trust investment cash flow program that generated an additional $43M in cash flow.2. Chosen to serve as part of a 3 person Treasury team responsible for the successful negotiation of a new $200M bank facility.3. Chosen to serve as part of a 4 person team responsible for the implementation of the review of controls associated with outsourced agreements for SOX qualification.4. Co-led the outsourcing of the trust administrative department which resulted in the savings of $20M in operating costs for SCI.

Houston, Texas Area

Responsible for the analysis and management of a $2.5B trust fund portfolio covering management of a trust administrative team of 205 individuals, 6 trustees, 16 portfolio management firms and outside consultants and alternative investment assets totaling $80M in asset allocations, Cash Balance plans and 401K. • Supported SEC reporting and accounting associated with the trust fund portfolio. • Led the implementation of new GAAP and financial reporting changes for trust investments.SPECIAL RECOGNITION1. Hand selected to analyze and manage this trust fund portfolio based on strength of performance in the Accounting Supervisory Role.2. Partnered in the development of a new investment strategy for presentation and approval by senior management.

Houston, Texas Area

Recruited by the world’s largest funeral services company to provide direction for the corporate auditing and regulatory compliance of 450 service locations within 15 states.• Directed and empowered a professional accounting team of 13 conducting regulatory, corporate audits, and corporate accounting for trust to ensure compliance.• Pioneered the implementation of an accounting tracking system that significantly improved cash control.

Series 65 (The Uniform Investment Advisor Law Examination)

Bachelor Of Business Administration, Finance

Ongoing Personal Development Courses