Craig Bartner, MBA
Consulting Partner at Expense Reduction Analysts, Inc.- Claim this Profile
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Bio
Jeff Hughes
Rarely does one come across a senior financial advisor / management consultant that's purely driven by the success of his client base. Craig's track record of delivering one client success story after another comes down to his relentless focus on helping SMBs realize significant cost savings through expense reduction -- Savings that can be invested in products / services that generate revenue. His business issue-centric approach is refreshing. His ability to recommend solutions that contribute to the top and bottom lines is just as impressive.
Mark Anthony Patrick
A persistent professional! And why is this important? Craig Bartner brings solutions to your company that he knows you need. He will help you to improve your bottom line with pinpoint accuracy, utilizing processes that will not affect your production or operations. He will work hard to earn the right to have a conversation with you, and then, implement tactics that will drove profit directly to your bottom line. He is a top shelf individual and any company that works with him, will benefit greatly and be fortunate for connecting with him!
Jeff Hughes
Rarely does one come across a senior financial advisor / management consultant that's purely driven by the success of his client base. Craig's track record of delivering one client success story after another comes down to his relentless focus on helping SMBs realize significant cost savings through expense reduction -- Savings that can be invested in products / services that generate revenue. His business issue-centric approach is refreshing. His ability to recommend solutions that contribute to the top and bottom lines is just as impressive.
Mark Anthony Patrick
A persistent professional! And why is this important? Craig Bartner brings solutions to your company that he knows you need. He will help you to improve your bottom line with pinpoint accuracy, utilizing processes that will not affect your production or operations. He will work hard to earn the right to have a conversation with you, and then, implement tactics that will drove profit directly to your bottom line. He is a top shelf individual and any company that works with him, will benefit greatly and be fortunate for connecting with him!
Jeff Hughes
Rarely does one come across a senior financial advisor / management consultant that's purely driven by the success of his client base. Craig's track record of delivering one client success story after another comes down to his relentless focus on helping SMBs realize significant cost savings through expense reduction -- Savings that can be invested in products / services that generate revenue. His business issue-centric approach is refreshing. His ability to recommend solutions that contribute to the top and bottom lines is just as impressive.
Mark Anthony Patrick
A persistent professional! And why is this important? Craig Bartner brings solutions to your company that he knows you need. He will help you to improve your bottom line with pinpoint accuracy, utilizing processes that will not affect your production or operations. He will work hard to earn the right to have a conversation with you, and then, implement tactics that will drove profit directly to your bottom line. He is a top shelf individual and any company that works with him, will benefit greatly and be fortunate for connecting with him!
Jeff Hughes
Rarely does one come across a senior financial advisor / management consultant that's purely driven by the success of his client base. Craig's track record of delivering one client success story after another comes down to his relentless focus on helping SMBs realize significant cost savings through expense reduction -- Savings that can be invested in products / services that generate revenue. His business issue-centric approach is refreshing. His ability to recommend solutions that contribute to the top and bottom lines is just as impressive.
Mark Anthony Patrick
A persistent professional! And why is this important? Craig Bartner brings solutions to your company that he knows you need. He will help you to improve your bottom line with pinpoint accuracy, utilizing processes that will not affect your production or operations. He will work hard to earn the right to have a conversation with you, and then, implement tactics that will drove profit directly to your bottom line. He is a top shelf individual and any company that works with him, will benefit greatly and be fortunate for connecting with him!
Credentials
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NASD Licenses Series 7 & 63
-Jun, 1986- Nov, 2024
Experience
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Expense Reduction Analysts - North America
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United States
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Business Consulting and Services
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100 - 200 Employee
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Consulting Partner
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Jan 2009 - Present
Responsible for acquiring and managing client relationships with mid-sized to enterprise level organizations for the Expense Reduction Analysts, Inc. (ERA), the largest independent overhead cost reduction consultancy in the USA. ERA helps its' Clients improve cash flow, enhance EBITDA and grow enterprise value. *Primary duties include the following: creating targeted prospect selection criteria, overseeing initial marketing campaigns, establishing introductory meeting format and additional follow-up discussions, supervising client contractual negotiations, advising on client analyst selection, instituting recommended decisions, coordinating solution implementation programs, developing pertinent project performance savings metrics and increasing "overhead expense project opportunities" with existing Clients. *Successfully initiated and completed numerous overhead cost reduction projects which saved Clients approximately 17% per year,. *Instituted a Regional Licensee Advisory Group with the following objectives: a) to improve ERA's operating procedures for client acquisition and project management b) to establish "best practices" guidelines designed to increase client retention and "overhead expense dollars under review" metrics c) to devise an incentive program geared towards growing referral business Show less
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Citi
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United States
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Financial Services
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700 & Above Employee
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Director
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Jan 2007 - Nov 2008
Accountable for developing a structured credit business platform for the Institutional Fixed Income Client Group (IFG), which consists of a sales force of 75 covering over 1,500 middle market clients. Mandated to increase both the salesperson’s and client’s product knowledge regarding the applications and usages of structured credit products in fixed income portfolios *Successfully transacted business in a variety of products including single name cds, portfolio indices and all asset classes of collateralized debt obligations (both bespoke and managed). *Sourced investors for RMBS distressed CDO funds which were distributed through CitiGroup. *Featured speaker for fifty institutional client visits which supported the business plan. *Worked closely with Structured Credit Trading and Syndicate to create products which were tailored to specific IFG clients which Generated approximately $3mm in incremental revenues. Show less
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Lehman Brothers
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Capital Markets
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700 & Above Employee
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Senior Vice President
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Jan 1999 - Jan 2007
Primary coverage for high grade/crossover credit products for 15 institutional clients. Focused on clients with credit assets under management ranging between $1bn through $20bn. *Demonstrated an ability to utilize credit derivatives to increase business opportunities. *Transacted in single name cds, portfolio indices and bespoke/managed CDOs. *Actively marketed Lehman’s economic, credit, corporate strategy and index related research to clients with the aim of increasing secondary and primary trading activity. *Incremental business was generated with U.S. treasury, agency and abs transactions. *Averaged approximately $4mm in sales credits per annum. Show less
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Vice President
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Jan 1994 - Jan 1999
Transacted trades in non U. S. domiciled credits in perpetual/step up frns and eurobonds. Partnered with London based trading desk to improve sales distribution in North America.* *Developed marketing and business plan to better penetrate Tier 1 U.S. accounts. *#1 producing salesperson in U.S. credit sales during the five years at the firm. Transacted trades in non U. S. domiciled credits in perpetual/step up frns and eurobonds. Partnered with London based trading desk to improve sales distribution in North America.* *Developed marketing and business plan to better penetrate Tier 1 U.S. accounts. *#1 producing salesperson in U.S. credit sales during the five years at the firm.
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Fixed Income Sales
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Jan 1991 - Jan 1994
Upgraded level of client contact to advisory versus research based. Product focus emphasized corporate and mortgage bonds. Generated commission revenue by formulating fixed income strategies to maximize client portfolio returns. Upgraded level of client contact to advisory versus research based. Product focus emphasized corporate and mortgage bonds. Generated commission revenue by formulating fixed income strategies to maximize client portfolio returns.
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Vice President
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Jan 1986 - Jan 1991
Provided clients with thorough analysis of the firm’s interest rate and economic outlook as forecasted by Edward S. Hyman. Ranked as the top producing fixed income salesperson within the firm each year. Provided clients with thorough analysis of the firm’s interest rate and economic outlook as forecasted by Edward S. Hyman. Ranked as the top producing fixed income salesperson within the firm each year.
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Education
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1982 - 1984
Duke University - The Fuqua School of Business
MBA, Finance -
1977 - 1981
University of Rochester
BA, Economics -
University of Rochester
BA, Political Science -
Duke University, Fuqua School of Business
MBA, Finance
Community
