Consultant, Private Equity, Asset Mangement
Current
Self-Employed
May 2015 - Present
AeroLeads people directory · profile
Ty Mcdaniel Email & Phone Number
Financial Services Sales Executive
at
Self-employed
2 work emails found
@adhesionwealth.com
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Self-employed
Role
Financial Services Sales Executive
Location
Greater Indianapolis, United States
Who is Ty Mcdaniel? Overview
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Quick answer
Ty Mcdaniel is listed as Financial Services Sales Executive at Self-employed, based in Greater Indianapolis, United States. AeroLeads shows a work email signal at adhesionwealth.com and a matched LinkedIn profile for Ty Mcdaniel.
Ty Mcdaniel previously worked as Consultant, Private Equity, Asset Mangement at Self-Employed and Managing Director, Head of Sales at Adhesion Wealth Advisor Solutions. Ty Mcdaniel holds B.S., Finance from Indiana University Bloomington.
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{first}{last}@adhesionwealth.com
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Profile bio
About Ty Mcdaniel
Accomplished sales leader with demonstrated success building and guiding a sales team during high growth cycle. Over twenty years of Financial Services experience as a Financial Advisor, Investment Management Salesperson, National Sales Manager, National Accounts team leader and Investment Management Platform Sales. Demonstrated success in:• Managed Account and Alternative Investment Sales and Sales Management• National Account Sales and Sales Management• Financial Services Technology, Investment Management Platform Sales and Sales Management• Managing team responsible for Professional Development and Practice Management content delivery to Advisors • Collaboration with internal functional groups including Marketing, Product Management, Product Development, Operations, Compliance and Legal teams
Listed skills include Mutual Funds, Separately Managed Accounts, Separate Accounts, Alternative Investments, and 25 others.
Current workplace
Ty Mcdaniel's current company
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Self-Employed
10 roles · 19 years
Ty Mcdaniel work experience
A career timeline built from the work history available for this profile.
Managing Director, Head Of Sales
Responsible for developing a national sales footprint for this established firm still building growth momentum. With over $13B in Assets under Administration and approaching $3B in UMA Assets Under Management, Adhesion will be growing the sales force to work with RIA's fitting one of our client profiles:• RIA’s in transition seeking to control the investment solution, improve the client experience and access a sophisticated practice management tool set many consider superior to the Wire House environment.• Established RIA’s interested in using leverage to continue to grow their business and/or to maximize their enterprise value.• RIA’s aggregators interested in offering a differentiated and scalable Wealth Management environment.
2013 - May 2015
Director And Team Leader, National Broker Dealer National Accounts
Responsible for attaining and retaining product shelfspace, negotiating distribution contracts and overall relationship management with Morgan Stanley Smith Barney, Legg Mason's largest retail partner. • Firm's largest client with over $70B in AUM and $7B in annual sales• Represent seven affiliated Investment Management firms including 3 Mutual Fund families, three retail SMA providers and a Fund of Hedge Fund Manager• Cornerstone relationship role during significant change at Legg Mason
2008 - 2012
~4 yrs
Head Of The Wealth Division
Managed team of ten Sales Professionals supporting SMA and Fund of Hedge Fund sales and Financial Advisor professional development. • Partnered with wholesaling force that was previously responsible only for fund sales• Represented Permal in US Retail introduction• Presented The Advisor Partnership Program (TAPP) professional development content at the regional and branch level
Dec 2005 - Jul 2008
National Sales Manager, Sma'S
Citigroup Asset Management
Led team of 12 Investment Directors responsible for SMA sales in Smith Barney and the Citi Private Bank.• Directed SMA sales force during time of explosive growth culminating in sales in excess of $1B a month.• Defacto product management and national account roles with responsibility for the proprietary SMA platform, product development and relationship management with Smith Barney's Consulting Group and product management teams.
Jul 2001 - Dec 2005
Divisional Investment Director
Smith Barney Asset Management
Built Division from less than $200M in annual sales to greater than $1.5B in annual sales. • Covered 17 states as one of 4 Investment Directors• By 2001, sales of SBAM SMA strategies eclipsed total non-proprietary Smith Barney Consulting Group Fiduciary Services sales
Feb 1998 - Jul 2001
Investment Management Business Development
Banc One
Assessed personal investment needs of high-net worth bank clients and provided fee-based asset management and fiduciary services solutions.
Nov 1994 - Feb 1998
Business Development, Eastern Division
Cic Enterprises, Inc
Tax consulting sales, calling on the office of the CFO of Fortune 1000 firms headquartered on east coast.
Apr 1992 - Nov 1994
Business Broker
Founder, Worthington Business Brokers
Represented business owners in the sale of closely-held corporations.
Apr 1988 - May 1992
Account Executive
E.F. Hutton
Retail Financial Consultant
Jun 1985 - Apr 1988
1 education record
Ty Mcdaniel education
FAQ
Frequently asked questions about Ty Mcdaniel
Quick answers generated from the profile data available on this page.
What company does Ty Mcdaniel work for?
Ty Mcdaniel works for Self-employed.
What is Ty Mcdaniel's role at Self-employed?
Ty Mcdaniel is listed as Financial Services Sales Executive at Self-employed.
What is Ty Mcdaniel's email address?
AeroLeads has found 2 work email signals at @adhesionwealth.com for Ty Mcdaniel at Self-employed.
Where is Ty Mcdaniel based?
Ty Mcdaniel is based in Greater Indianapolis, United States while working with Self-employed.
What companies has Ty Mcdaniel worked for?
Ty Mcdaniel has worked for Self-Employed, Adhesion Wealth Advisor Solutions, Legg Mason, Citigroup Asset Management, and Smith Barney Asset Management.
How can I contact Ty Mcdaniel?
You can use AeroLeads to view verified contact signals for Ty Mcdaniel at Self-employed, including work email, phone, and LinkedIn data when available.
What schools did Ty Mcdaniel attend?
Ty Mcdaniel holds B.S., Finance from Indiana University Bloomington.
What skills is Ty Mcdaniel known for?
Ty Mcdaniel is listed with skills including Mutual Funds, Separately Managed Accounts, Separate Accounts, Alternative Investments, Hedge Funds, Account Management, National Accounts, and Investment Management.
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