Robert W. Baird

Industry: Financial services company

Description

Robert W. Baird & Co. is an American multinational independent investment bank and financial services company. Headquarters: Wisconsin CEO: Steven Booth Chairperson: Paul E. Purcell Revenue: 1.2 billion USD (2014) Number of employees: 3,100 Subsidiaries: Baird Advisors, M. Griffith Investment Services, Inc.,

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Robert W. Baird Employees

Employee
Years
Job
Industry
Adnan Moten Adnan Moten Greater Los Angeles Area Details
Adnan Moten's Robert W. Baird Experience 1999 - 2001
Job Management Consulting @ Strategy& (formerly Booz & Company)
Industry Management Consulting
Experience
Strategy&, part of the PwC network (formerly Booz & Company)   September 2014 - Present
Accenture  March 2014 - September 2014
Accenture  March 2012 - February 2014
Accenture  September 2007 - February 2012
Accenture  August 2005 - August 2007
Abbott Laboratories  2002 - 2005
Robert W. Baird   1999 - 2001
Braun Consulting  March 1998 - February 1999

Skills
Cloud Computing, SDLC, Unified Communications, IT Strategy, Business Analysis, Business Intelligence, Enterprise Architecture, Requirements Analysis, Architecture, Vendor Management, PMO, Business Process..., Program Management, PMP, Data Warehousing, Solution Architecture, Software Project..., Requirements Gathering, Integration, IT Management, Business Process, Project Portfolio..., Consulting

Education
DePaul University   1998 — 2000
BS, Computer Information Systems

College of DuPage   1995 — 1998

Spring Field

Ross Michler Ross Michler Greater New York City Area Details
Ross Michler's Robert W. Baird Experience November 2009 - May 2010
Job Associate at Bank of America Merrill Lynch
Industry Investment Banking
Experience
Bank of America Merrill Lynch  July 2014 - Present
Bank of America Merrill Lynch  July 2011 - Present
BNP Paribas  June 2010 - August 2010
Robert W. Baird   November 2009 - May 2010
JohnsonDiversey  May 2009 - August 2009

Education
Marquette University   2006 — 2010
Bachelors, Finance, Accounting, Applied Investment Management

Whitefish Bay High School   2002 — 2006

Robert Church Robert Church Phoenix, Arizona Details
Robert Church's Robert W. Baird Experience December 2014 - Present
Job Senior Vice President at Robert W. Baird and Managing General Partner, Apollo Venture Partners
Industry Financial Services
Experience
Robert W. Baird   December 2014 - Present
Apollo Venture Partners   April 2005 - Present
Moors and Cabot, Inc   November 2003 - December 2014
Van Kasper   1999 - 2003
Piper Jaffray  1993 - 1999
Paine Webber  1993 - 1994

Skills
Investments, Alternative Investments, Wealth Management, Portfolio Management, Financial Services, Asset Management, Hedge Funds, Valuation, Strategic Financial..., Capital Markets, Trading, Options, Financial Analysis, Finance, Retirement Planning, Wealth, Real Estate, Bloomberg, Executive Compensation..., Venture Capital, Private Equity, Investment Management, Patent Litigation, Patents, Patent Prosecution, Strategic Planning, Due Diligence, Equities, Entrepreneurship, Financial Planning

Education
Arizona State University, W. P. Carey School of Business   1983 — 1988
BS, International Business

Corona Del Mar

Corona Del Mar

Dana Powers Dana Powers Greater Chicago Area Details
Dana Powers's Robert W. Baird Experience June 2000 - January 2003
Job Marketing Director at BioLyte Laboratories, LLC
Industry Marketing and Advertising
Experience
BioLyte Laboratories, LLC   March 2013 - March 2014
Motorola Mobility  April 2008 - August 2012
Motorola Mobility  January 2006 - April 2008
Motorola Mobility  June 2004 - January 2006
Noble BBDS   January 2003 - June 2004
Robert W. Baird   June 2000 - January 2003

Skills
Mobile Technology, Product Lifecycle..., Leadership, Brand Management, Relationship Marketing, Marketing Communications, Market Research, Marketing Strategy, Product Management, Marketing, Advertising, Program Management, Product Marketing, Management, Product Launch, Cross-functional Team..., Budgets, Team Building, Marketing Management, Multi-channel Marketing, Integrated Marketing, Mobile Marketing, Mobile Devices, Digital Marketing, Project Planning, Strategy, Strategic Partnerships, Customer Insight, Copywriting, Public Relations, CRM, Direct Marketing, Global Marketing, Account Management, B2B Marketing, Social Media Marketing, Marketing Research, Go-to-market Strategy, Email Marketing, Telecommunications, Vendor Management, Event Management, Wireless, New Business Development, Digital Strategy, Business Development, Training, Segmentation, Market Planning

Education
Carthage College   1996 — 2000
BA, Marketing & Business Administration

Germantown High School   1992 — 1996

Chad Spoolhoff Chad Spoolhoff Boca Raton, Florida Details
Chad Spoolhoff's Robert W. Baird Experience 2004 - 2004
Job UC Engineer at Enabling Technologies Corp; Licensed Attorney
Industry Information Technology and Services
Experience
Enabling Technologies Corp  January 2015 - Present
Froedtert Health  April 2006 - November 2014
Direct Supply  April 2011 - August 2011
Froedtert Health  July 2005 - April 2006
Robert W. Baird   2004 - 2004

Skills
Microsoft Exchange, Lync, Microsoft Lync, Active Directory, VMware ESX, Windows Server, Software Documentation, Integration, Group Policy, Technical Support, DNS, Project Management, Citrix Metaframe, Healthcare Information..., Microsoft SQL Server, Information Technology, Virtualization, Technical Writing, Mobile Devices, Disaster Recovery, System Deployment, VMware, Networking, Data Center, Visio, Peer Mentoring, Windows, System Administration, Security, Servers, Troubleshooting, IBM xSeries, Documentation, Blackberry Enterprise..., Persuasive Writing

Education
Marquette University Law School   2008 — 2014
Juris Doctor (J.D.), Emphasis: Intellectual Property & Technology Law

Concordia University-Wisconsin   2001 — 2005
Bachelor's Degree, Computer Science, Business (minor), Magna Cum Laude

Pavan Singh Pavan Singh San Francisco Bay Area Details
Pavan Singh's Robert W. Baird Experience June 2008 - August 2008
Job IoT (Internet of Things) Verticals Strategy @ Cisco
Industry Venture Capital & Private Equity
Experience
Cisco Systems  April 2014 - Present
Cisco Systems  April 2013 - April 2014
Cisco Systems  September 2012 - May 2013
Cisco Systems  October 2010 - September 2012
PS Advisory   June 2010 - October 2010
Boston Scientific  August 2009 - May 2010
Kellogg School of Management  September 2007 - June 2009
Robert W. Baird   June 2008 - August 2008
Samplify Systems  May 2007 - September 2007
Beceem Communications  May 2005 - May 2007

Skills
New Business Development, Venture Finance, Business Strategy, Strategic Planning, Market Analysis, Cloud Computing, M2M, Product Planning, Start-ups, Strategy, Project Management, Business Development, Product Development, Product Marketing, Telecommunications, Mobile Devices, Marketing Strategy, Business Planning, Leadership, Product Management, Management, Strategic Partnerships, Competitive Analysis, Cross-functional Team..., Marketing, IOT, Social Media Marketing, Long-term Vision

Education
London Business School   2009 — 2009
MBA

Northwestern University - Kellogg School of Management   2007 — 2009
MBA/MMM, Marketing, Finance, Operations

Texas A&M University
MS, Electrical Engineering ( Analog/RF/Mixed-signal design)

Indian Institute of Technology, Bombay
B. Tech, Electrical Engineering

Delhi Public School

St. Paul's Academy

Mike Nowack Mike Nowack Greater Milwaukee Area Details
Mike Nowack's Robert W. Baird Experience 2005 - Present
Job Vice President Senior Investment Consultant at Baird
Industry Financial Services
Experience
Robert W. Baird   2005 - Present
Iron Mountain  1997 - 2005
DYNEX   1993 - 1997
NASA  1991 - 1993
US Air Force  1985 - 1989

Skills
Strategic Financial..., Strategic Planning, Financial Analysis, Investments, Wealth Management, Portfolio Management, Estate Planning, Retirement, Finance, Investment Strategies, Start-ups, Financial Planning

Education
Embry-Riddle Aeronautical University   1991 — 1993
Master of Business Administration

DePaul University   2007 — 2008
Financial Planning Program

Embry-Riddle Aeronautical University   1987 — 1990
B.S., Aeronautics

Neil Macker, CFA Neil Macker, CFA Chicago, Illinois Details
Neil Macker, CFA's Robert W. Baird Experience August 2005 - February 2008
Job Equity Analyst at Morningstar
Industry Financial Services
Experience
Morningstar  May 2014 - Present
FBR  June 2012 - March 2014
ISS Institutional Shareholder Services  January 2012 - June 2012
ISS Institutional Shareholder Services  March 2011 - June 2011
1st Portfolio   2009 - 2010
Robert W. Baird   August 2005 - February 2008
Corporate Executive Board  2001 - 2003
Nextel  2000 - 2001
Ernst & Young  1998 - 1999

Education
University of Pennsylvania - The Wharton School   2003 — 2005
MBA, Finance

Carleton College   1994 — 1998
B.A., Economics and History

Shawn Severson Shawn Severson San Francisco, California Details
Shawn Severson's Robert W. Baird Experience October 2007 - February 2009
Job Managing Director, BlueShirt Group
Industry Investment Banking
Experience
The Blueshirt Group  April 2013 - Present
RePower Capital, Inc.   April 2014 - Present
JMP Securities  September 2011 - April 2013
ThinkEquity LLC  November 2009 - September 2011
Brigantine Advisors  February 2009 - November 2009
Robert W. Baird   October 2007 - February 2009
Raymond James  1999 - October 2007
EVEREN Securities  1997 - 1999
Wasserstein Perella  1996 - 1997

Skills
Cleantech, Investments, Equities, Biofuels, Renewable Resources, Natural Gas, Renewable Chemicals, Oil & Gas Services, Clean Technology, Hedge Funds, Commodity, Investment Management, Valuation, Strategy, Trading, Investor Relations, Venture Capital, Financial Modeling, Business Development, Energy, Corporate Development, Renewable Energy, Private Equity, Mergers & Acquisitions, Energy Efficiency, IPO, Equity Research

Education
Augustana College   1989 — 1993
BA, Finance, Economics

Randy Stary, CFP® Randy Stary, CFP® Green Bay, Wisconsin Area Details
Randy Stary, CFP®'s Robert W. Baird Experience August 1985 - Present
Job Director and Sr. Investment Consultant @ Robert W. Baird & Co.
Industry Financial Services
Experience
Catholic Charities  January 2006 - Present
Robert W. Baird   August 1985 - Present
Honeywell  November 1981 - July 1985

Skills
Wealth Management, Retirement Planning, Investments, Strategic Financial..., Strategic Planning, Leadership, Team Building, Finance, Management, Mutual Funds, Sales, Portfolio Management, Public Speaking, Marketing

Education
University of Wisconsin-Milwaukee   1982 — 1985
MBA, Business

Marquette University   1977 — 1981
BS, Biology

Deb VanderJagt Deb VanderJagt Greater Grand Rapids, Michigan Area Details
Deb VanderJagt's Robert W. Baird Experience 2001 - 2009
Job Financial Consultant at VanderJagt Wealth Management
Industry Investment Management
Experience
VanderJagt Wealth Management   October 2013 - Present
Royal Advisors   May 2009 - October 2013
Holland Symphony Orchestra  2005 - 2013
Rotary Club of Holland MI   July 2010 - July 2011
Robert W. Baird   2001 - 2009
Thompson M-TEC   2002 - 2004
Merrill Lynch  1995 - 2001
First Michigan Bank  1990 - 1995

Skills
Certified Retirement..., Leadership Holland, Investments, Retirement Planning, Strategic Financial..., Asset Managment, Investment Management, Financial Advisory, Securities, Insurance, Financial ParaPlanning..., Income Strategies, Management

Education
Davenport University   1990 — 1995
Business Management, Business, Management, and Marketing

College for Financial Planning   1993 — 1994
Financial Planning, Financial ParaPlanner

Camille Brooks Camille Brooks Dallas/Fort Worth Area Details
Camille Brooks's Robert W. Baird Experience June 1998 - June 2000
Job VP Risk at GE Capital Bank
Industry Financial Services
Experience
GE Capital  October 2013 - Present
GE Capital  March 2006 - October 2013
CNH Capital  March 2002 - March 2006
JPMorgan Chase  October 2000 - October 2001
Robert W. Baird   June 1998 - June 2000

Skills
Underwriting, Credit Risk, Credit Analysis, Financial Analysis, Credit, Loans, Risk Management, Portfolio Management, Commercial Lending, Asset Based Lending, Commercial Finance, Investments, Leveraged Finance, Corporate Finance, Capital Markets, Small Business Lending, Financial Services, Enterprise Risk..., Financial Risk, Pricing, Hyperion Enterprise, Cash Flow Lending, Consumer Lending, Relationship Management, Banking, Process Improvement, Valuation, Vendor Finance, Finance, Commercial Banking, Financial Reporting, Structured Finance, Trade Finance, Financial Structuring, Due Diligence, Asset Management, Treasury Management, Basel II, Credit Cards, Retail Banking, Forecasting, Strategic Financial...

Education
Marquette University   1994 — 1998
Bachelor of Science (B.S.), Finance

Jonathan Lang Jonathan Lang Greater Los Angeles Area Details
Jonathan Lang's Robert W. Baird Experience December 2008 - January 2012
Job Project Manager for City of Pasadena
Industry Information Technology and Services
Experience
City of Pasadena  April 2015 - Present
Oshkosh Corporation  January 2012 - March 2015
Robert W. Baird   December 2008 - January 2012
AT&T  June 2003 - December 2008
AT&T  2003 - 2008
Advance Cabling Solutions   1997 - 2002

Skills
Project Implementation, PMP, Process Improvement, Project Portfolio..., Project Management, Requirements Analysis, World Class Customer..., Business Analysis, Business Strategy, Humor, SDLC, Business Process..., MS Project, Program Management, Software Project..., PMO, ITIL, Vendor Management, Integration, Requirements Gathering, IT Management, Analysis, Business Process, Visio, IT Service Management, IT Strategy, SharePoint, Change Management, Software Documentation, Resource Management, Business Requirements, Customer-focused Service, Leadership, Cycling

Education
Marquette University   1991 — 1995
B.A., Philosophy & B.S., Anthropology

UW-M School of Continuing Education   2005 — 2013

Ed (Eddie) Sturkey Ed (Eddie) Sturkey Milwaukee, Wisconsin Details
Ed (Eddie) Sturkey's Robert W. Baird Experience November 2009 - December 2010
Job Portfolio Management Operations Supervisor, VP at Robert W. Baird & Co.
Industry Investment Management
Experience
Robert W. Baird & Co.   May 2015 - Present
Robert W. Baird & Co.   January 2015 - May 2015
Robert W. Baird & Co.   January 2013 - December 2014
Robert W. Baird & Co.   January 2011 - December 2012
Robert W. Baird   November 2009 - December 2010
Wells Fargo Advantage Funds  March 2008 - October 2009
Allen-Edmonds Shoe Corporation  August 2007 - February 2008
Wal-Mart  May 2006 - August 2006

Skills
Series 7, Mutual Funds, Investment Advisory, FINRA, Securities, Series 63, Investments, Customer Service, Series 24, Asset Allocation, Uniform Combined State..., Venture Capital, Management, Microsoft Excel, Private Equity, Investment Advisers Act, Investment Company Act, Project Management, Finance, Sales, Compliance, Digital Media, Board of Directors, Nonprofits, Strategic Planning, PowerPoint, Process Improvement, Adsense, Google Adwords, Journalism, Board Governance, SEC filings, Fundraising, Capital Campaigns

Education
Marquette University
Future Milwaukee Community Leadership Program

University of Wisconsin-Milwaukee - School of Business Administration   2011 — 2012
Post Baccalaureate Certificate in Entrepreneurship

University of Wisconsin-Milwaukee - School of Business Administration   2003 — 2007
Bachelor's, Finance, Marketing

Brian Patterson Brian Patterson Greater Milwaukee Area Details
Brian Patterson's Robert W. Baird Experience January 2000 - August 2004
Job Campus Manager at Ottawa University
Industry Higher Education
Experience
Ottawa University  December 2013 - Present
Ottawa University  August 2009 - December 2013
Ottawa University  August 2004 - August 2009
Robert W. Baird   January 2000 - August 2004

Skills
Strategic Planning, Public Speaking, Customer Service, PowerPoint, Microsoft Excel, Student Financial Aid, Accounting, Variance Analysis, Budgets, Microsoft Office, Time Management, Process Improvement, Accounts Payable, Employee Relations, Human Resources, Management, Accounts Receivable, Coaching, Leadership Development, Training, Recruiting, Staff Development, Marketing, Leadership, Organizational..., Resume Writing, Career Counseling, Higher Education, Community Outreach, Team Building, Access, Policy, Research, Teamwork, Nonprofits, Project Planning, Event Planning, Fundraising, Financial Analysis, Finance, Adult Education, Student Affairs, Administration, Admissions, Conflict Resolution, Supervisory Skills, Outlook, Program Development, Microsoft Word, Volunteer Management

Education
Ottawa University   2006 — 2010
MBA, Business Administration

University of Wisconsin-Whitewater   2004 — 2006
2 Semesters of Coursework Towards Master of Business Administration (MBA) in Finance Degree

Ottawa University   2001 — 2004
BA, Business Administration, Management

Bryant and Stratton College   2000 — 2001
30 Credits, Accounting

Hale High School   1996 — 2000
High School, General

Jeff Fink Jeff Fink Greater Salt Lake City Area Details
Jeff Fink's Robert W. Baird Experience 2005 - April 2007
Job Financial and Strategic Advice for Entrepreneurial Businesses
Industry Investment Banking
Experience
Progenitor, LLC   March 2013 - Present
Lipocene, Inc   February 2013 - Present
University of Utah  January 2013 - Present
Upstart Ventures   January 2012 - Present
Gambel Oaks Advisors, LLC   January 2010 - Present
Navigen, Inc   January 2010 - Present
University of Utah Research Foundation   November 2010 - December 2012
Robert W. Baird   2005 - April 2007
Vector Securities  1991 - 2001

Skills
Public Speaking, Management, Research, Corporate Finance, Due Diligence, Venture Capital, Entrepreneurship, Financial Modeling, Marketing, Leadership, Start-ups, Strategic Planning, Valuation, Licensing, Mergers, Financial Analysis, Investments, Mergers & Acquisitions, Finance

Education
University of Michigan - Stephen M. Ross School of Business   1980 — 1981
MBA, Finance

Kalamazoo College   1975 — 1979
BA, Economics

Matt Moyers Matt Moyers Greater Denver Area Details
Matt Moyers's Robert W. Baird Experience August 1999 - June 2001
Job Sr. Director at Black Stone IP, LLC
Industry Investment Management
Experience
Black Stone IP, LLC   February 2015 - Present
RGL Forensics  May 2014 - February 2015
Ocean Tomo  March 2011 - April 2014
PwC  April 2008 - March 2011
PwC  October 2006 - March 2008
PwC  August 2003 - September 2006
DoveBid Valuation Services  April 2002 - August 2003
Robert W. Baird   August 1999 - June 2001

Skills
Intangible Assets, Financial Analysis, Business Valuation, Corporate Finance, Mergers, Valuation, Financial Reporting, Financial Modeling, Transfer Pricing, Private Equity, Strategic Planning, Management Consulting, Intellectual Property, Trademarks, Intellectual Property..., Business Development, Investment Banking, Capital Raising, Startups, Acquisitions, International M&A, Venture Capital, Patents, Technology Transactions, Equity Valuation, Multiples, Purchase Price..., Enterprise Valuation, Comparable Analysis, Sell Side, Transactional Analysis, Intellectual Asset..., IP transactions, Patent Portfolio..., Debt Instruments, Public Speaking, Securities Analysis, Consulting, Consumer Products, Medical Devices, Manufacturing Processes, Chemicals, Financial Services, Automotive Sectors, Oil & Gas, Mergers & Acquisitions, Due Diligence, Forensic Accounting, DCF, Licensing

Education
Colorado State University   1995 — 1999
Bachelor of Science, Finance

Arapahoe High School

Jerry Jarzabek, CFP® CPWA® Jerry Jarzabek, CFP® CPWA® Cleveland/Akron, Ohio Area Details
Jerry Jarzabek, CFP® CPWA®'s Robert W. Baird Experience April 2008 - Present
Job Senior Vice President at Robert W. Baird & Co.
Industry Financial Services
Experience
Marymount Health Care Systems   August 2011 - Present
Robert W Baird  April 2008 - Present
Mary Queen of Peace Parish   June 2010 - December 2014
Cleveland Rotary Foundation   July 2012 - June 2013
The Old Stone Education Center   January 2011 - October 2012
Old Stone Education Center   January 2010 - December 2011
Rotary Club of Cleveland  July 2009 - June 2010
Old Stone Education Center   2008 - 2009
Rotary Club of Cleveland  2008 - 2009
Legg Mason/Smith Barney   2001 - 2008

Skills
Wealth Management, Retirement, Investments, Portfolio Management, Series 7, Retirement Planning, Leadership, Mutual Funds, Strategic Planning, Asset Allocation, Strategic Financial..., Estate Planning, Mergers & Acquisitions, 401k, Securities, Uniform Combined State..., Finance, Financial Planners, Insurance, Series 63, Management, Risk Management, Financial Services, Investment Advisory, IRAs, Financial Modeling, Investment Management, FINRA, Small Business, Tax, Wealth, Fixed Annuities, Wealth Management..., Banking, Alternative Investments, Investment Strategies, Mortgage Lending, Financial Analysis, Financial Advisory, Relationship Management, Long-term Care, Due Diligence, Credit, Asset Management, Executive Management, Personal Financial..., Valuation, Employee Benefits, Loans, Commercial Lending

Education
Cleveland State University   1989 — 1993
Bachelor of Business Administration (BBA), Marketing

Trinity High School   1985 — 1989

J Hubble Hausman J Hubble Hausman Houston, Texas Area Details
J Hubble Hausman's Robert W. Baird Experience July 2006 - December 2011
Job CEO at Enviro Water Minerals Company
Industry Investment Management
Experience
Enviro Water Minerals Company   January 2013 - Present
Cytometix, Inc.   January 2013 - Present
Maxi, Inc (GP for Hausman Interests, Ltd.)   January 2012 - Present
Robert W. Baird   July 2006 - December 2011
Royal Baths Manufacturing Company   2002 - 2004
Credit Suisse  2000 - 2002
The Church of Jesus Christ of Latter-day Saints  1995 - 1997

Education
Duke University - The Fuqua School of Business   2004 — 2006
MBA

Brigham Young University   1994 — 2000
BS

Jason Bednar, CFA Jason Bednar, CFA Greater Milwaukee Area Details
Jason Bednar, CFA's Robert W. Baird Experience June 2008 - July 2011
Job Senior Research Associate at Robert W. Baird & Co.
Industry Capital Markets
Experience
Robert W. Baird & Co.   January 2014 - Present
Robert W. Baird & Co.   July 2011 - January 2014
Robert W. Baird   June 2008 - July 2011
Ziegler Capital Management   June 2007 - December 2007

Skills
Financial Modeling, Financial Analysis, Equity Valuation, Bloomberg, Factset, Investments, Equities, Equity Research, Valuation, Capital Markets, Analysis, DCF, Due Diligence

Education
The University of Chicago - Booth School of Business   2012 — 2015
MBA Candidate

Marquette University   2004 — 2008
BS, Finance

Jerry Reick Jerry Reick Milwaukee, Wisconsin Details
Jerry Reick's Robert W. Baird Experience October 2008 - November 2009
Job Multidisciplined IT professional. Disaster Recovery | Business Continuity Strategist & Visionary
Industry Information Technology and Services
Experience
Kohl's Department Stores  September 2011 - December 2014
Johnson Controls, Inc  January 2011 - September 2011
Robert W. Baird & Co.   December 2009 - January 2011
Robert W. Baird   October 2008 - November 2009
Rockwell Automation  October 2005 - September 2008
US Army Reserve  July 1977 - November 2006
Rockwell Automation  May 2003 - September 2005
MGIC  August 2002 - April 2003
eFunds Corporation  June 1999 - August 2002
Deluxe Data / eFunds   July 1997 - May 1999

Skills
Certified Project..., Process Improvement, Risk Management, Business Continuity, Security, ITIL, Disaster Recovery, Technical Writing, Management, Leadership, Quality Assurance, Information Technology, Business Process..., Information Security..., Program Management, Information Security, Business Intelligence, Team Building, IT Audit, Requirements Analysis, Business Analysis, Troubleshooting, Army, Integration, Enterprise Architecture, SDLC, IT Management, IT Strategy, Vendor Management, Project Management

Education
Cardinal Stritch University   1997 — 1999
Master of Science (MS), Management, 3.9 cumulative GPA

Cardinal Stritch University   1993 — 1995
Bachelor's Degree, Business Administration and Management, General, 3.95 cumulative GPA

Michele/Mickey Wallis Michele/Mickey Wallis Miami, Florida Details
Michele/Mickey Wallis's Robert W. Baird Experience 2005 - 2007
Job Professional Development Manager at Akerman LLP
Industry Law Practice
Experience
Akerman LLP  June 2014 - Present
Leadership Generation, LLC   September 2007 - June 2014
Living As A Leader   August 2010 - May 2014
The Catholic Vision for Leading Like Jesus   2012 - 2013
Robert W. Baird   2005 - 2007
Evanston Northwestern Healthcare  2001 - 2005
United Wisconsin Services Blue Cross and Blue Shield   1991 - 2001

Skills
Performance Management, Coaching, Leadership Development, Executive Coaching, Organizational..., Public Speaking, Staff Development, Mentoring, Change Management, Team Building, Leadership, Strategic Planning, Strategy, Process Improvement, Management, Training Delivery, Training, Management Consulting, Employee Engagement, Talent Management, Organizational..., Succession Planning, Cross-functional Team..., Team Leadership, Employee Training, Performance Consulting, Management Development, Performance Improvement, Career Development, Culture Change, 360 Feedback, Emotional Intelligence, Consulting, Organizational Design, Executive Development, Workshop Facilitation, Instructional Design, Personal Development, Conflict Resolution, Personnel Management, Training & Development

Education
Hudson Institute of Coaching   2012 — 2013
Certified Coach, Leadership, Executive, and Transition Coaching

American University   1998 — 2000
MSOD, Organization Development

Marquette University   1981 — 1984
Bachelor of Arts (B.A.), Sociology

Luke Junk, CFA Luke Junk, CFA Greater Milwaukee Area Details
Luke Junk, CFA's Robert W. Baird Experience June 2008 - July 2010
Job Research Associate at Robert W. Baird & Co.
Industry Capital Markets
Experience
Robert W. Baird & Co.   January 2014 - Present
Robert W. Baird & Co.   June 2010 - December 2013
Robert W. Baird   June 2008 - July 2010
Artisan Partners  September 2007 - January 2008
Robert W. Baird   December 2006 - August 2007

Skills
Equity Research, Equities, Financial Analysis

Education
Marquette University   2004 — 2008
BS, Finance, Accounting

Terrance Guy Terrance Guy Greater Milwaukee Area Details
Terrance Guy's Robert W. Baird Experience July 2007 - June 2009
Job Business Underwriter at Associated Bank
Industry Financial Services
Experience
Associated Bank  January 2014 - Present
Greenfield Youth Football Organization   April 2013 - Present
US Bank  January 2012 - December 2013
Seaway Bank & Trust Company   February 2010 - December 2011
Robert W. Baird   July 2007 - June 2009
Marshall & Ilsley Corporation  July 2005 - July 2007

Skills
Accounting, Credit Analysis, Financial Reporting, Credit, Analysis, AML, Loans, Securities, Financial Analysis, Financial Services, Commercial Lending, Anti Money Laundering, Commercial Banking, Small Business Lending

Education
Cardinal Stritch University   2003 — 2005
M.B.A

University of Arkansas at Pine Bluff   1991 — 1995
B.S., Business Management and Accounting

Michael Tacchella, ChFC Michael Tacchella, ChFC Holland, Michigan Details
Michael Tacchella, ChFC's Robert W. Baird Experience January 2005 - May 2005
Job Investment Advisor Representative at Collaborative Wealth Strategies
Industry Financial Services
Experience
Collaborative Wealth Strategies   August 2011 - Present
Eagle Strategies LLC  May 2005 - August 2011
Robert W. Baird   January 2005 - May 2005

Education
American College   2007 — 2009
ChFC, Financial Planning

Hope College   2002 — 2005
BS, Finance, Marketing, Spanish

Benjamin Kallo Benjamin Kallo San Francisco Bay Area Details
Benjamin Kallo's Robert W. Baird Experience May 2009 - Present
Job Cleantech Equity Research
Industry Financial Services
Experience
Robert W. Baird & Co.   January 2015 - Present
Robert W. Baird   May 2009 - Present
Stanford Group Company  April 2008 - February 2009
Pacific Growth Equities  2007 - 2008
Merrill Lynch  2003 - 2006

Skills
Alternative Investments, Bloomberg, Asset Management, Capital Markets, Due Diligence, Emerging Markets, Corporate Finance, Equities, Equity Research, Financial Analysis, Financial Modeling, Hedge Funds, Investment Banking, Investments, Mergers, Portfolio Management, Private Equity, Research, Valuation, Venture Capital

Education
CFA Institute
CFA

Grissom

Humboldt State University
BA, Economics/Mathematics

University of Alabama
BA, Economics/Mathematics

University of California, Santa Barbara
MA, Economics

Kristy Obuchowski Wallen Kristy Obuchowski Wallen Greater Chicago Area Details
Kristy Obuchowski Wallen's Robert W. Baird Experience 2004 - 2008
Job Vice President Robert W. Baird & Co.
Industry Investment Banking
Experience
Robert W. Baird & Co.   July 2010 - Present
LaSalle Capital Group  March 2009 - September 2009
Robert W. Baird   2004 - 2008

Skills
Equities, Finance, Investment Banking, LBO, Mergers

Education
University of Chicago Booth School of Business   2008 — 2010
MBA

DePaul University   1999 — 2003
Bachelor of Science, Finance and Accounting

Gary L. Wright, QPFC, AIF® Gary L. Wright, QPFC, AIF® Cleveland/Akron, Ohio Area Details
Gary L. Wright, QPFC, AIF®'s Robert W. Baird Experience October 2008 - September 2012
Job Managing Director at Pensionmark Financial Group
Industry Financial Services
Experience
Pensionmark Financial Group   May 2015 - Present
Wright Consulting Partners, LLC   April 2015 - Present
Pinnacle Fiduciary Consulting Group, LLC   September 2012 - April 2015
Robert W. Baird & Co.   May 2011 - September 2012
Robert W. Baird   October 2008 - September 2012
NatCity Investments  March 1997 - October 2008
Roulston and Company   1993 - 1997

Education
College for Financial Planning   2010 — 2013
Certified Financial Planner

ASPPA   2009 — 2010
Qualified Plan Financial Consultant, Qualified Plan Financial Consultant (QPFC)

Center for Fiduciary Studies   2009 — 2009
Accredited Investment Fiducairy, Fiduciary Best Practices

Kent State University   1985 — 1990
BBA, Finance

Warren G. Harding High School   1980 — 1990
college prep

Brian Staffeldt Brian Staffeldt Greater Milwaukee Area Details
Brian Staffeldt's Robert W. Baird Experience 2007 - Present
Job Vice President/Telecommunications Manager at Robert W. Baird & Co.
Industry Financial Services
Experience
Waukesha West High School  September 2014 - Present
Wisconsin Focus Basketball AAU Program/Club   March 2013 - Present
Focus On Fundamentals Basketball Academy   November 2008 - Present
Robert W. Baird   2007 - Present
New Berlin West High School  September 2013 - September 2014
West Allis Hale High School   April 2012 - August 2013
Heritage Christian High School  2009 - 2010
TeamSoft Consulting (American Family Insurance)   2006 - 2007
Ministry Health Care  2002 - 2006
Waukesha South High School  2000 - 2006

Skills
Vendor Management, Project Management, Call Center, Visio, Process Improvement, Team Building, Business Analysis, Troubleshooting, Team Leadership, Change Management, Cross-functional Team..., ITIL, SharePoint, Program Management, Telecommunications, Leadership, MS Project, PMP, Management, Call Centers, Strategic Planning, Customer Service, Integration, Strategy, Budgets, Outsourcing, System Administration, IT Management, SDLC, CRM, Networking, Disaster Recovery, Business Intelligence, Data Center, Cloud Computing, IT Strategy, Analysis, Business Process..., SaaS, Business Development, Consulting, Training, Project Portfolio..., Information Technology, Product Management, Risk Management, Start-ups, Project Planning, Executive Management

Education
Carroll University

Waukesha South High School

Claire C. Rust, PMP Claire C. Rust, PMP New York, New York Details
Claire C. Rust, PMP's Robert W. Baird Experience 1998 - 1999
Job Senior Procurement Manager at PepsiCo
Industry Food & Beverages
Experience
PepsiCo  January 2015 - Present
Colgate Palmolive  July 2011 - December 2014
Hill's Pet Nutrition  January 2013 - March 2013
Colgate Palmolive  August 2009 - July 2011
Colgate Palmolive  January 2004 - August 2009
Colgate Palmolive  December 2006 - June 2007
Boys & Girls Clubs of America  November 1999 - December 2003
Robert W. Baird   1998 - 1999

Skills
Packaging, FMCG, Global Strategy, Strategic Sourcing, Integrated Marketing, Cross-functional Team..., Team Building, Business Process..., Procurement, Brand Architecture, Business Relationship..., Digital Marketing, Advertising, Print, Brand Management, Customer Insight, Sourcing, Retail, Certified Project..., Research, Print Production, brand strategy, Writing, Consumer Package Goods, Food & Beverage, Project Management

Education
American InterContinental University   2000 — 2002
AFA, Fashion Design

Indiana University—Purdue University Fort Wayne   1993 — 1998
BA, English

Tatianna Gipson Tatianna Gipson Houston, Texas Details
Tatianna Gipson's Robert W. Baird Experience August 2005 - October 2010
Job Paralegal
Industry Legal Services
Experience
Paul Hastings  February 2014 - Present
Zimmerman, Axelrad, Meyer, Stern & Wise   July 2013 - December 2013
Grippo & Elden  October 2010 - July 2013
Robert W. Baird   August 2005 - October 2010
Law Resources  March 2004 - April 2005

Skills
Litigation, Civil Litigation, Legal Research, Litigation Support, Courts, Legal Writing, Westlaw, Intellectual Property, Class Actions, Document Review, Commercial Litigation, Pleadings, Legal Assistance, Lexis, Depositions, PACER, LiveNote, Legal Documents, Paralegals, Document Drafting, Wordperfect, Notary Public, Motions, Hearings, File Management, Administrative..., Filing, E-Discovery Certified, Discovery Drafting, Legal Discovery, Bankruptcy, Patent Litigation

Education
Loyola University of Chicago   2007 — 2008
Certificate, Paralegal Studies

DePaul University   1999 — 2005
Bachelor of Science (BS), E-Business

Percy L Julian   1994 — 1998
Diploma, General Studies

Ryan Gray Ryan Gray Greater Milwaukee Area Details
Ryan Gray's Robert W. Baird Experience January 2004 - August 2012
Job LPL Financial Advisor and Certified Financial Planner ™ with 12 Years’ Experience
Industry Financial Services
Experience
Richmond Investment Services LLC   August 2012 - Present
Robert W. Baird   January 2004 - August 2012
Lakefront Festival of Art   2009 - 2009

Skills
Retirement Income..., Funeral Expense Trusts, Alternative Investments, Roth IRA, 529 Plans, Long Term Care Insurance, ETFs, Financial Planning, Portfolio Management, Fixed Annuities, Variable Annuities, Asset Allocation, Investments, Strategic Financial..., Financial Services, Financial Planners, Risk Management, Wealth Management, Financial Advisory, IRAs, Event Management, Mutual Funds, Investment Strategies, FINRA, Investment Advisory, Estate Planning, Wealth Management..., Insurance Planning, 401k, Securities, Investment Management, Asset Management, Life Insurance, Retirement Planning, Series 63, Series 7

Education
Cardinal Stritch University   1999 — 2001
BS Business Administration, Business

University of Wisconsin-Madison   1989 — 1993
Civil Engineering

Shorewood High School   1985 — 1989

Scott Massingale Scott Massingale Greater Chicago Area Details
Scott Massingale's Robert W. Baird Experience 1998 - 1999
Job Network Administrator / Desktop Support Engineer
Industry Information Technology and Services
Experience
Guggenheim Partners  January 2012 - Present
Henderson Global Investors  January 2001 - August 2011
William Blair and Company  August 1999 - January 2001
Robert W. Baird   1998 - 1999
US Navy  June 1987 - October 1995

Skills
Windows Server 2008, Windows Server 2003, Active Directory, Microsoft Exchange, Wireless Networking, Citrix, Windows XP Professional, Windows 7, Video Conferencing, Blackberry Enterprise..., Avaya PBX, Symantec Ghost, Symantec Endpoint..., Bloomberg Terminal, Microsoft Office, Technical Documentation, Good Technology, DHCP, TCP/IP, Spiceworks, MCDST, Windows Server, Troubleshooting, Security, Blackberry, Network Administration, Network Security, Cisco Technologies, Technical Support, Networking, Hardware, Avaya, Norton Ghost

Education
Chaminade University of Honolulu   1991 — 1994

Hyde Park Career Academy   1983 — 1987

David J. Conley David J. Conley Columbus, Ohio Area Details
David J. Conley's Robert W. Baird Experience February 2006 - January 2013
Job Owner and Managing Partner at Rockmill Financial Consulting, LLC
Industry Investment Banking
Experience
Rockmill Financial Consulting, LLC   February 2013 - Present
Robert W. Baird   February 2006 - January 2013
Seasongood & Mayer, LLC, Cincinnati, Ohio   September 1989 - December 2004

Skills
Asset Management, Bonds, Investment Banking, Financial Structuring, Project Finance, Finance, Public Finance, Government, Budgets, Forecasting, Financial Advisory, Municipalities, Investments, Fixed Income, Underwriting, Securities, Capital Markets, Financial Analysis, Public Speaking, Asset Managment, Economic Development, Portfolio Management, Analysis, Financial Modeling, Economics, Credit Analysis, Management, Due Diligence, Strategic Financial..., Investment Advisory, Financial Statements, Program Management, State Politics, Government Bonds, Convertible Bonds, Local Government Finance, Investment Strategies, High Yield Bonds, Municipal Bonds, Surety Bonds

Education
Georgetown College   1982 — 1986
Bachelor of Science, Marketing, Finance, Communications

University of Louisville   1985 — 1985
General Studies, Business Statistics

Sandy Walter Sandy Walter Greater Milwaukee Area Details
Sandy Walter's Robert W. Baird Experience July 2004 - June 2008
Job Associate Equity Capital Markets at Robert W. Baird & Co.
Industry Investment Banking
Experience
Robert W. Baird & Co.   July 2011 - Present
RLJ Development, LLC  June 2010 - September 2010
Robert W. Baird & Co.   July 2008 - July 2009
Robert W. Baird   July 2004 - June 2008

Education
University of Wisconsin-Madison - School of Business   2009 — 2011
MBA, Corporate Finance and Investment Banking

Bates College   2000 — 2004
B.A., Economics

Dan Schneck, CFP® Dan Schneck, CFP® Greater Milwaukee Area Details
Dan Schneck, CFP®'s Robert W. Baird Experience 1999 - Present
Job Senior Investment Consultant at Robert W. Baird
Industry Financial Services
Experience
Robert W. Baird   1999 - Present
Stewart Peterson Group   1996 - 1998

Education
Marquette University   1997 — 1999
MBA

University of Wisconsin-Madison   1992 — 1996
BS, Agricultural Business Management & Economics

Catherine Locker Catherine Locker Greater Atlanta Area Details
Catherine Locker's Robert W. Baird Experience July 1997 - June 2001
Job Director of Special Projects, Sparkling Brands and Strategic Marketing, CocaCola North America
Industry Food & Beverages
Experience
The Coca-Cola Company  2013 - Present
The Coca-Cola Company  January 2009 - 2013
The Coca-Cola Company  October 2007 - January 2009
The Coca-Cola Company  May 2006 - October 2007
L'Oreal Paris  October 2004 - January 2006
Burt's Bees, Inc.   May 2003 - June 2004
Miller Brewing Company  May 2002 - August 2002
Robert W. Baird   July 1997 - June 2001

Education
Duke University - The Fuqua School of Business   2001 — 2003
MBA

University of Notre Dame   1993 — 1997
BA, Economics, French

Joseph Pellegrini Joseph Pellegrini Charlotte, North Carolina Area Details
Joseph Pellegrini's Robert W. Baird Experience 2008 - Present
Job Managing Director at Robert W. Baird
Industry Financial Services
Experience
Robert W. Baird   2008 - Present
Wachovia  2003 - 2008
Lehman Brothers  1999 - 2003
Robertson Stephens & Company  1992 - 1999
National Football League  1981 - 1987

Skills
Investment Banking, Banking, Private Equity, Capital Markets, Retail, Valuation, Mergers, Mergers & Acquisitions, Financial Modeling, Management, Investments, Venture Capital, Portfolio Management, Due Diligence

Education
Columbia University - Columbia Business School   1984 — 1987
MBA, Finance, General

Harvard University   1975 — 1979
BA, Geological/Geophysical Engineering

Jane Yoo Jane Yoo San Francisco, California Details
Jane Yoo's Robert W. Baird Experience June 2008 - August 2008
Job Financial planning resident in 3year comprehensive training program. Sep 2016 expected completion.
Industry Financial Services
Experience
Aspiriant  September 2013 - Present
Waypoint Wealth Partners   September 2012 - May 2013
Gosho Financial Group   June 2012 - August 2012
Vanguard  November 2010 - April 2012
Vanguard  July 2009 - November 2010
Robert W. Baird   June 2008 - August 2008
Social Security Administration  February 2005 - June 2007
Accenture  June 2002 - July 2004

Skills
Data Analysis, Investments, Product Management, Business Analysis, Developing Client..., Mentoring, Strategic Analysis, Internal Audit, Communications Strategy

Education
The University of Chicago - Booth School of Business   2007 — 2009
MBA, Finance, Economics

Bryn Mawr College   1997 — 2001
BA, Chemistry

UC Berkeley Extension
Certificate Program, Personal Financial Planning

Deborah Fabritz Deborah Fabritz Greater Milwaukee Area Details
Deborah Fabritz's Robert W. Baird Experience December 1991 - December 2009
Job Director of Professional Registration & Compliance Bureau
Industry Financial Services
Experience
Wisconsin Department of Financial Institutions - Division of Securities   November 2011 - Present
Robert W. Baird   December 1991 - December 2009
Gibbs Roper Loots & Williams (Milwaukee, WI)   1989 - 1991
Collins & Bargione (Chicago, IL)   1985 - 1988

Skills
Mediation, Arbitration, Compliance, Privacy, Process Improvement, Securities Regulation, Negotiation, Professional Liability, Litigation, Dispute Resolution, Contract Negotiation, Strategic Planning, Risk Management, Privacy Law, Recruiting, Management, Investment Advisory..., Securities, Securities Litigation, FINRA, Mutual Funds, Investment Advisory, Legal Compliance, Corporate Governance, AML, Finance, Policy, Due Diligence, Employment Law, Licensing

Education
University of Wisconsin-Milwaukee - Lubar School of Business   2007 — 2009
MBA, Business

DePaul University College of Law   1982 — 1985
J.D., Law

Lawrence University   1978 — 1982
B.A., Government

Charles Drysdale Charles Drysdale Jacksonville, Florida Area Details
Charles Drysdale's Robert W. Baird Experience July 1997 - December 2002
Job Financial Advisor at family wealth advisors
Industry Financial Services
Experience
UNF  2010 - Present
Family Wealth Advisors   December 2005 - Present
Janney Montgomery Scott  November 2002 - December 2005
Robert W Baird  July 1997 - December 2002
Smith Barney  July 1993 - July 1997
Shearson Lehman Brothers  June 1991 - July 1993
Merryl Lynch  December 1989 - June 1991
Kidder Peabody & Co  December 1980 - December 1989
Enfield's 3M   January 1980 - December 1980
US NAVY  December 1973 - January 1980

Skills
Investments, Public Speaking, Financial Advisory, Financial Services, Finance, Securities, Leadership

Education
Auburn University   1969 — 1973
BA, Experimental Psychology

Sara Paulson Sara Paulson United States Details
Sara Paulson's Robert W. Baird Experience 1992 - 2001
Job External Wholesaler at AssetMark
Industry Financial Services
Experience
AssetMark  September 2015 - Present
Curian Capital  September 2010 - September 2015
Novo Vision Partners   January 2009 - August 2010
Russell Investments  February 2001 - December 2008
Robert W. Baird   1992 - 2001
Global Capital Securities   November 1990 - February 1991
Kansallis-Osake-Pankki   January 1989 - November 1990
Nikko Securities  1987 - 1988

Skills
Series 7, Mutual Funds, Asset Allocation, Investments, Financial Services, Alternative Investments, Investment Advisory, Financial Advisory, Fixed Annuities, Series 63, Insurance, Strategic Financial..., Separately Managed..., Strategy, Wealth Management, Public Speaking, Retirement Planning, Practice Management, Equities, Bonds, Consultative Selling, Financial Planning

Education
New York Institute of Finance   1985 — 1989

University of Wisconsin-Whitewater   1982 — 1984
Liberal Arts

Macalester College   1980 — 1982
Liberal Arts

Woodlands Academy of the Sacred Heart   1978 — 1980

Frank Clewis Frank Clewis Tampa/St. Petersburg, Florida Area Details
Frank Clewis's Robert W. Baird Experience August 1993 - August 1995
Job Real Estate & Financial Services Executive with CEO Experience
Industry Real Estate
Experience
Clewis Advisors   2005 - Present
Carter & Associates  2005 - 2011
Default Asset Management   December 2008 - June 2009
Coast Trust Company   September 2001 - December 2004
Wachovia Bank  1997 - 2001
Robert W. Baird   August 1993 - August 1995
First Florida Bank  1985 - 1993
Tampa Port Authority  1976 - 1985

Skills
Asset Managment, Asset Management, Real Estate Development, Investments, Property Management, Equities, Portfolio Management, Real Estate

Education
Loyola University Maryland   1970 — 1974
BA, Business Administration & Philosophy

Bret Schoch Bret Schoch Greater Chicago Area Details
Bret Schoch's Robert W. Baird Experience June 1992 - Present
Job Managing Director at Robert W. Baird
Industry Investment Banking
Experience
Robert W. Baird   June 1992 - Present
American National Bank of Chicago  August 1986 - May 1991

Education
The University of Chicago Booth School of Business   1991 — 1993
MBA, Finance & Accounting

DePauw University   1982 — 1986
BA, Economics

Katherine Schoen, CFA, CAIA Katherine Schoen, CFA, CAIA Greater Milwaukee Area Details
Katherine Schoen, CFA, CAIA's Robert W. Baird Experience April 2008 - Present
Job Senior Analyst at Robert W. Baird
Industry Financial Services
Experience
CFA Society of Milwaukee   July 2015 - Present
Girls on the Run of Greater Milwaukee   January 2013 - Present
Robert W. Baird   April 2008 - Present
Robert W. Baird & Co.   March 2008 - Present
Wells Capital Management  May 2007 - August 2007

Skills
Equities, Mutual Funds, Series 63, Series 7, Portfolio Management, Investments, Alternative Investments, Asset Management, Investment Strategies, Wealth Management, Finance, Securities

Education
Marquette University   2004 — 2008
BS, Finance, International Business, AIM, 3.5

Lana E. Hock, CFP®, ChFC®, CDFA, QPFC Lana E. Hock, CFP®, ChFC®, CDFA, QPFC Phoenix, Arizona Area Details
Lana E. Hock, CFP®, ChFC®, CDFA, QPFC's Robert W. Baird Experience December 2007 - Present
Job Senior Investment Consultant Robert W. Baird & Company
Industry Financial Services
Experience
Robert W. Baird   December 2007 - Present
Hoffman and Hock, Inc.   November 1993 - December 2007

Skills
Wealth Management..., Retirement Plan..., 401k Rollovers, Retirement Planning, Estate Planning, Investment Management, Risk Management, Non-profit Leadership, Certified Divorce...

Education
Kansas State University   1982 — 1990
Bachelor of Science (B.S.), Finance, General

Bertrand Community School   1969 — 1982
Diploma, College Preparatory

Jeff Molus Jeff Molus Spring Hill, Tennessee Details
Jeff Molus's Robert W. Baird Experience June 1995 - June 1999
Job Engineer at Planet Technologies
Industry Information Technology and Services
Experience
Planet Technologies  May 2014 - Present
Take Care Health Systems  February 2014 - May 2014
LKQ Corporation  February 2013 - January 2014
HCA  July 2011 - February 2013
Broan-NuTone LLC  June 2008 - July 2011
Wisconsin Community Services, Inc. - Mediation and Restorative Justice Center   March 2007 - June 2008
Synergy Health - St Josephs Hospital   July 2004 - November 2006
Fiserv  July 1999 - July 2004
Robert W. Baird   June 1995 - June 1999
IBM  January 1993 - June 1995

Skills
Active Directory, Windows Server, Citrix, Disaster Recovery, Troubleshooting, System Administration, Servers, Microsoft Technologies, Blackberry Enterprise..., Windows, Network Administration, Microsoft Office, Laptops, Security, Storage Area Networks, SCCM, TCP/IP, WSUS, VBScript, Software Packaging, SCCM 2007, SCCM 2012, SCOM 2012, SCORCH 2012

Education
New Horizons - Wisconsin   2010 — 2010
6451A Planning, Deploying and Managing Microsoft System Center Configuration Manager 2007

New Horizons – Minnesota   2009 — 2009
Implementing Citrix XenApp 5, 0 for Windows Server 2008

Inacom Information Systems, Brookfield, Wisconsin   2008 — 2008
Citrix Presentation Server 4.5 and XenApp 5.0 for Windows Server 2003: Administration

Technology Solutions Group, Chicago,   2008 — 2008
Avaya Basic Communication Manager

Cardinal Stritch University   1989 — 1992
BA, Marketing Minor Computer Science

Paul Cooke, SPHR Paul Cooke, SPHR Greater Milwaukee Area Details
Paul Cooke, SPHR's Robert W. Baird Experience November 2009 - November 2010
Job Senior OD Specialist at BASF
Industry Professional Training & Coaching
Experience
BASF  June 2012 - Present
Ascolta Coaching and Consulting, LLC   December 2010 - December 2012
United Performing Arts Fund  February 2011 - June 2011
Robert W. Baird   November 2009 - November 2010
FIS (Formerly known as Metavante)   January 2006 - November 2009
Metavante Corporation  January 2001 - December 2005
Metro Milwaukee SHRM (MM SHRM)   2003 - 2005
Metavante Corporation  March 1995 - December 2000
U.S. Equal Employment Opportunity Commission   September 1991 - March 1995
U.S. Equal Employment Opportunity Commission   February 1990 - September 1991

Skills
Coaching, Change Management, Leadership Development, Performance Management, Organizational..., Talent Management, Curriculum Development, Employee Engagement, Human Resources, Employee Relations, Leadership, DDI, Workforce Planning, Team Building, Employee Benefits, Recruiting, Time Management, Training, Career Development, Labor Relations, New Hire Orientations, Succession Planning, Personnel Management, Management

Education
Dominican High School   1980 — 1984

Marquette University

University of Wisconsin-Milwaukee - Lubar School of Business
BBA

University of Wisconsin-Milwaukee - School of Business Administration
MILR

Mark Decker Mark Decker Washington, District Of Columbia Details
Mark Decker's Robert W. Baird Experience May 2004 - February 2011
Job Member Board of Directors at Jernigan Capital
Industry Investment Banking
Experience
Jernigan Capital   2015 - Present
BMO Capital Markets  January 2014 - Present
Bank of Montreal  September 2011 - January 2014
Morgan Keegan  February 2011 - September 2011
Robert W. Baird   May 2004 - February 2011
Ferris Baker Watts  2000 - 2004
Friedman Billings Ramsey & Company   1997 - 1999
National Association of Real Estate Investment Trusts  1985 - 1997
Pension Real Estate Association   April 1985 - September 1990
Petroleum Marketer's Association of America   1981 - 1985

Skills
Mergers, Asset Managment, Real Estate, Finance, Mergers & Acquisitions, Investment Properties, Asset Management, Venture Capital, Investment Banking, Real Estate Economics, Investments, Commercial Real Estate, Private Equity, Real Estate Development, Management, Portfolio Management, Due Diligence, Financial Modeling, Capital Markets, Valuation, Financial Structuring, Alternative Investments, Acquisitions, Equities, Structured Finance, Corporate Finance, Investment Management, Real Estate Financing, Investment Strategies, Securities, Hedge Funds, Investor Relations, Equity Research, Series 7, Fixed Income, Mutual Funds, Financial Advisory, Bloomberg, Leveraged Finance, Investment Advisory, Bonds, Corporate Development, Funding, IPO

Education
George Mason University School of Law   1974 — 1977
Juris Doctor (J.D.)

Kent State University   1967 — 1972
BS, Education

Linda Gee Linda Gee Greater Milwaukee Area Details
Linda Gee's Robert W. Baird Experience July 1999 - March 2000
Job Free Lance Art Direction & Project Management
Industry Retail
Experience
various businesses  January 2007 - Present
Rockwell Automation  April 2001 - January 2007
a variety of companies  March 2000 - April 2001
Robert W. Baird   July 1999 - March 2000
Carson Pirie Scott  July 1996 - July 1999
Strong Funds  October 1993 - July 1996
Gee Design   March 1988 - October 1993
DCI Marketing  October 1985 - March 1988
Rivera & Associates   October 1984 - April 1985

Skills
Catalogs, Layout, Adobe Creative Suite, Art Direction, Creative Direction, Fashion, Brochures, Graphics, Direct Mail, Advertising, Graphic Design, Newsletters, Art, Photo Shoots, Image Manipulation, Photography, Marketing, Marketing Communications, Digital Photography

Education
Indiana University Bloomington   1976 — 1980
B.S., Fine Arts, Education

Madison Area Technical College
Associate's degree, Graphic Design

Marc Andersen, CFA Marc Andersen, CFA Greater Chicago Area Details
Marc Andersen, CFA's Robert W. Baird Experience 2009 - December 2011
Job Associate Robert W. Baird & Co
Industry Investment Banking
Experience
Robert W. Baird & Co.   July 2014 - Present
University of Chicago Booth School of Business  December 2011 - December 2013
Robert W. Baird   2009 - December 2011
Robert W. Baird   June 2009 - January 2010
UBS  2007 - 2009

Skills
Financial Modeling, Cash Management, Finance, Accounting, Financial Analysis, Corporate Finance, Investments, Capital Markets, Private Equity

Education
The University of Chicago - Booth School of Business   2011 — 2013
Master of Business Administration (MBA), Accounting and Finance

Denison University   2003 — 2007
BA, Economics, Political Science

Jesus Hernandez Jr. Jesus Hernandez Jr. Greater Milwaukee Area Details
Jesus Hernandez Jr.'s Robert W. Baird Experience May 2004 - May 2006
Job Community Outreach Coordinator at Molina Healthcare
Industry Marketing and Advertising
Experience
Molina Healthcare  June 2014 - Present
El Sol Broadcasting   January 2007 - August 2014
City of Milwaukee  July 2012 - April 2014
Laughlin Constable  May 2011 - March 2012
Robert W. Baird   May 2004 - May 2006

Skills
Advertising, Event Planning, Radio, Social Media, Social Media Marketing, Public Relations, Marketing Communications, Media Relations, Social Networking, Strategic Communications, Facebook, Blogging, Event Management, Marketing, Social Media Outreach, Corporate Communications, Online Marketing, Marketing Strategy, Adobe Creative Suite, Online Advertising, Photoshop, Nonprofits, Press Releases, Newsletters, Management, Creative Writing

Education
Marquette University   2002 — 2007
BS, Communication Studies & Spanish

Jayson Werra E.A. Jayson Werra E.A. Greater Milwaukee Area Details
Jayson Werra E.A.'s Robert W. Baird Experience April 2006 - December 2008
Job Owner / Enrolled Agent / Tax & Accounting Specialist / Marketing Expert at JCW Tax & Accounting, LLC
Industry Accounting
Experience
JCW Tax & Accounting, LLC   January 2011 - Present
Styled Aesthetic LLC.   February 2009 - January 2011
Management Accounting Services and Allis Tax   2009 - 2010
Robert W. Baird   April 2006 - December 2008
Robert W. Baird   July 1999 - April 2006
The Boucher Group Inc.   November 1998 - July 1999
Landmark Credit Union  April 1998 - January 1999

Skills
Tax Preparation, Payroll, Bookkeeping, Tax Return Preparation, Payroll Processing, 1099 Preparation, W-2, Sales Tax, Payroll Services, Budgeting, IRS Enrolled Agent, Tax, Payroll Taxes, Income Tax, Small Business, Small Business..., Accounting, Tax Accounting, Tax Compliance, Tax Advisory, Financial Analysis, Financial Statements, Accounts Receivable, Accounts Payable, Risk Management, Tax Returns, General Ledger, Financial Reporting, Financial Accounting, Auditing, IRS, Account Reconciliation, Business Decision Making, Business Analysis, Business Planning, Problem Solving, Oral & Written..., Analytic Problem Solving, Organization &..., Continuous Improvement, Thinking Outside The Box, Fast-paced, Managing Deadlines, GAAP, Pay Close Attention to..., Microsoft Excel, Referral Networking, Event Planning, Philanthropy, Fundraising

Education
Lakeland College   2009 — 2009
Bachelors of Arts Degree, Accounting

Lakeland College   1999 — 2002
Bachelors of Arts Degree, Busineess Administration, Marketing, Economics

Bryant & Stratton   1997 — 1999
Associates Degree, Associate Degree in Business Management and Accounting

Franklin High School   1993 — 1997

Julie Kuesel Julie Kuesel Greater Milwaukee Area Details
Julie Kuesel's Robert W. Baird Experience January 1992 - January 2010
Job Human Capital Project Manager at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co.   August 2009 - Present
Robert W. Baird   January 1992 - January 2010

Education
Cardinal Stritch University   2008 — 2009
Certificate in Project Management

Cardinal Stritch University   1998 — 2009
Bachelor of Science - Management

Cardinal Stritch University   1997 — 1998
Certificate in Human Resources Management

Stan Buehrer Stan Buehrer Greater Milwaukee Area Details
Stan Buehrer's Robert W. Baird Experience 1994 - 1997
Job Retired
Industry Computer Software
Experience
Retired  August 2009 - Present
United States Bowling Congress  2000 - August 2009
USBC  2000 - August 2009
Golden Books  1997 - 2000
Robert W. Baird   1994 - 1997
Classified Insurance   1972 - 1994

Education
Carroll University   1968 — 1972

Antoine McDuffie Antoine McDuffie Greater Milwaukee Area Details
Antoine McDuffie's Robert W. Baird Experience November 2007 - Present
Job Financial Risk Manager at Baird
Industry Financial Services
Experience
Robert W. Baird   November 2007 - Present
Wells Fargo Advantage Funds  August 2005 - November 2007
Harley-Davidson Motor Company  May 2004 - August 2004

Education
Purdue University   2000 — 2005
Bachelor of Science (B.S.), Economics

Cardinal Stritch University
African American Leadership Program

William VandenBerg William VandenBerg New York, New York Details
William VandenBerg's Robert W. Baird Experience May 2010 - June 2012
Job Associate at Sentinel Capital Partners
Industry Financial Services
Experience
Sentinel Capital Partners  August 2014 - Present
Robert W. Baird & Co.   July 2013 - July 2014
Robert W. Baird Limited   July 2012 - July 2013
Robert W. Baird   May 2010 - June 2012
Robert W. Baird   May 2009 - August 2009

Education
Kenyon College   2006 — 2010
BA, Economics and History

University of Oxford

Patrick Hammes Patrick Hammes Greater Milwaukee Area Details
Patrick Hammes's Robert W. Baird Experience 2007 - 2012
Job Principal at Hammes Partners
Industry Real Estate
Experience
Hammes Partners   2012 - Present
Robert W. Baird   2007 - 2012
Strasburger & Price  2002 - 2005
U.S. Department of Health and Human Services   2001 - 2001

Education
University of Wisconsin-Madison - School of Business   2005 — 2007
MBA, Finance

Georgetown University Law Center   1999 — 2002
JD, Law

University of Wisconsin-Madison
BA, Political Science

William Wright William Wright Evanston, Illinois Details
William Wright's Robert W. Baird Experience July 2009 - January 2010
Job 2016 MBA Candidate, Kellogg School of Management
Industry Financial Services
Experience
FastSpring  June 2015 - Present
Frontenac Company  November 2011 - August 2014
UBS Investment Bank  January 2010 - November 2011
Robert W. Baird   July 2009 - January 2010

Skills
Mergers & Acquisitions, Investments, Equities, Financial Modeling, Valuation, Private Equity, Investment Banking, Corporate Finance, Due Diligence, Venture Capital, LBO, Financial Analysis, Corporate Development, DCF, M&A experience

Education
Northwestern University - Kellogg School of Management   2014 — 2016
Master of Business Administration (M.B.A.)

Indiana University Bloomington   2005 — 2009
BA, Finance

Aaron Vaughn, CFA, CPA Aaron Vaughn, CFA, CPA Chicago, Illinois Details
Aaron Vaughn, CFA, CPA's Robert W. Baird Experience 2003 - 2005
Job Portfolio Manager and Senior Investment Analyst at MidContinent Capital
Industry Investment Management
Experience
Mid-Continent Capital   April 2012 - Present
Edward Jones  March 2006 - April 2012
Robert W. Baird   2003 - 2005
Banc of America Securities  May 2002 - July 2002
State Farm Insurance  1997 - 2001
National City Bank  1995 - 1997

Education
Indiana University - Kelley School of Business   2001 — 2003
MBA

Illinois State University   1989 — 1995
BS, Finance

University High

Juddy Unger Juddy Unger Greater Grand Rapids, Michigan Area Details
Juddy Unger's Robert W. Baird Experience 1995 - 2000
Job COBRA Account Manager at bswift
Industry Insurance
Experience
bswift  March 2015 - Present
Priority Health  October 2009 - March 2015
Priority Health  March 2008 - October 2009
Priority Health  November 2002 - October 2009
Morgan Stanely  1999 - 2002
Robert W. Baird   1995 - 2000

Skills
Employee Benefits, Health Insurance, Employee Relations, Team Building, Customer Service, Insurance, Building Relationships, Microsoft Office 2007, Recruiting, Business Objects, Process Improvement..., Self-motivated..., Training, Budgeting, ADP, UltiPro, Facets, Agent Commission Payment, New Hire Or, Medicare Advantage, Strategist, CMS REGULATIONS, Medicare Prescription..., Innovation, Corporate Training, Compensation & Benefit, Work Life Balance, Career Opportunities, New Business..., COBRA, GIBS, bswift, Project Implementation

Education
Aquinas College   2003 — 2009
Bachelor, Business Administration

Aquinas College   2003 — 2009
Bachelor, Business Administration

Michael Tischer Michael Tischer Milwaukee, Wisconsin Details
Michael Tischer's Robert W. Baird Experience October 2008 - November 2009
Job Project Manager
Industry Management Consulting
Experience
7Summits  March 2015 - Present
HY Connect  November 2012 - March 2015
Rocket Internet   January 2012 - May 2012
Laughlin Constable  November 2009 - January 2012
Robert W. Baird   October 2008 - November 2009
U.S. Bancorp Fund Services, LLC.   July 2007 - October 2008
Hewitt Associates  June 2006 - July 2007

Skills
Project Management, Team Leadership, Technical Project..., Strategic Planning, Digital Marketing, Strategic Communications, Interactive Marketing, Creative Direction, Business Development, Marketing Strategy, Strategy, Integrated Marketing, Marketing Communications, Email Marketing, Photoshop, Photography, Market Research, Microsoft Office, Analytics, Business Analysis, Financial Analysis, Adobe Creative Suite, Digital Media, WordPress, InDesign, Communications Strategy, Account Management, CRM, Digital Production, Client Acquisition, Drupal, Jive, Salesforce.com..., Agile Methodologies, Scrum, Program Management, Product Management

Education
Marquette University   2002 — 2006
BS - Business Administration, Finance, Information Technology

上智大学 / Sophia University   2005 — 2005
International Business, Finance, Economics, Japanese

William Noviskis William Noviskis Greater Milwaukee Area Details
William Noviskis's Robert W. Baird Experience May 2008 - May 2010
Job Client Operations Manager at Artisan Partners
Industry Investment Management
Experience
Artisan Partners  April 2014 - Present
Artisan Partners  September 2012 - Present
Artisan Partners  May 2010 - March 2014
Robert W. Baird   May 2008 - May 2010

Skills
Microsoft Excel, Social Media, Marketing, PowerPoint, Marketing Communications, Investments, Competitive Analysis, Financial Analysis, Mutual Funds, Marketing Strategy, Analysis, eVestment Analytics, SPAR, SimFund, Modern Portfolio Theory, Asset Management, Equities

Education
University of Wisconsin-Milwaukee - School of Business Administration   2011 — 2013
MBA

City University (GB)

Marquette University
Marketing and International Business

Paul Carollo Paul Carollo Greater Denver Area Details
Paul Carollo's Robert W. Baird Experience June 2007 - April 2008
Job Product Strategist at ReadyTalk
Industry Telecommunications
Experience
ReadyTalk  February 2013 - Present
ReadyTalk  January 2011 - February 2013
ReadyTalk  May 2010 - January 2011
ReadyTalk  January 2009 - May 2010
Universal Forest Products  September 2008 - January 2009
Robert W. Baird   June 2007 - April 2008

Skills
Salesforce.com, Cold Calling, Software, Marketing, Product Marketing, Competitive Analysis, Product Management, Account Management, New Business Development, Marketing Strategy, B2B, Direct Sales, Social Media, Team Leadership, Lead Generation, Strategic Partnerships, CRM, Demand Generation, Email Marketing, Analytics, Strategy

Education
Hope College   2004 — 2008
Bachelor of the Arts, Economics, and Business Management

Santosh Kunjir, PMP, AINS Santosh Kunjir, PMP, AINS Greater Chicago Area Details
Santosh Kunjir, PMP, AINS's Robert W. Baird Experience October 2007 - March 2008
Job Business Systems Analyst at Zurich Insurance
Industry Information Technology and Services
Experience
Zurich Insurance  May 2013 - Present
Wipro Technologies  December 2009 - May 2013
Crawford & Company  August 2009 - December 2009
Kingsway America  June 2008 - May 2009
Northwestern Mutual  February 2008 - June 2008
Compuware  January 2007 - June 2008
Robert W. Baird   October 2007 - March 2008
West Bend Mutual Insurance  February 2007 - October 2007
iGate Mastech  September 2006 - January 2007
State Farm Insurance  May 2002 - September 2006

Skills
Insurance, Business Analysis, Certified Project..., Scrum, Analysis, Usability Testing, User Acceptance Testing, PMP, Problem Solving, Quality Assurance, SDLC, Visio, Agile Methodologies, Quality Center, Consulting, DB2, Commercial Insurance, Property & Casualty..., Microsoft Office, Project Management, Underwriting, User Interface Design, Vendor Management, Requirements Management, Benefit Cost Analysis, Business Process..., User Stories, Use Case Analysis, Process Flow Charts, Project Estimation, MS Project, Project Planning, SharePoint, User Manual Development, Training, Requirements Analysis, Systems Analysis, Business Requirements, Software Project..., Waterfall

Education
College of Engineering Pune   1993 — 1997
BE, Mechanical Engineering

Abasaheb Garware college   1991 — 1993

Nilda Cintron-Cortez Nilda Cintron-Cortez Greater Milwaukee Area Details
Nilda Cintron-Cortez's Robert W. Baird Experience 1986 - 1991
Job Director, Human Resources at Allen Edmonds Corporation
Industry Nonprofit Organization Management
Experience
Allen Edmonds Corporation  December 2010 - Present
Lutheran Social Service of Wisconsin and Upper Michigan   January 2009 - December 2010
Allen Edmonds Shoe Corporation  2005 - 2009
US Banccorp  February 1999 - July 2004
Harley-Davidson Motor Company  1997 - 1999
Bank One  1994 - 1997
Robert W. Baird   1986 - 1991

Skills
Talent Recruitment, Employee Relations, HR Policies, Compliance, Organizational..., HRIS, Coaching, Recruiting, Leadership, Sourcing, Talent Management, Human Resources, Budgets, Conflict Resolution, Talent Acquisition, Policy, Employee Benefits, Management, Personnel Management, Succession Planning, Employment Law, Labor Relations, Organizational..., Team Building, Process Improvement, Temporary Placement, Strategic Planning, Employee Engagement, Performance Management, Program Management, Onboarding, Hiring

Education
Cardinal Stritch University   2000 — 2002
Masters of Science, Management, HR Focus

Mount Mary College   1992 — 1998
Bachelor of Science, Behavioral Science - Psychology and Spanish

Ryan Zutter Ryan Zutter Charlotte, North Carolina Area Details
Ryan Zutter's Robert W. Baird Experience October 2008 - July 2010
Job Technology Solutions Consultant at Robert W. Baird & Co. Vice President
Industry Financial Services
Experience
Robert W. Baird & Co.   June 2010 - Present
Robert W. Baird   October 2008 - July 2010
Wells Fargo Advantage Funds  December 2006 - October 2008
M&I Bank  June 2004 - July 2006
Allen Edmonds  September 2003 - June 2004

Skills
Series 7, Series 66, Training & Development, Client Service, Building Relationships, Technology Training, Technical Presentations, Customer Presentations, Financial Services, Uniform Combined State..., Employee Training, Business Development, CRM, Client Services, Management, Training, FINRA, Sales

Education
Marquette University   2010 — 2015
MBA

Lawrence University   1999 — 2003
BA, Economics

Colfax High School   1996 — 1999

Ivana Ruffini Ivana Ruffini Greater Chicago Area Details
Ivana Ruffini's Robert W. Baird Experience 2008 - 2009
Job
Industry Capital Markets
Experience
Federal Reserve Bank of Chicago  2013 - Present
Federal Reserve Bank of Chicago  2010 - 2012
Robert W. Baird   2008 - 2009
JPMorgan Chase  2005 - 2008
JPMorgan Chase  2003 - 2005
JPMorgan Chase  2002 - 2003
Focus Capital   2001 - 2001

Skills
Financial Modeling, Equities, Analysis, Finance, Valuation, Capital Markets, Financial Analysis, Private Equity, Portfolio Management, Corporate Finance, Due Diligence

Education
Northwestern University - Kellogg School of Management   2005 — 2008
MBA

Denison University   1996 — 2000
Bachelor of Arts

American College of Thessaloniki

Brian Grefe, CFP® Brian Grefe, CFP® Des Moines, Iowa Area Details
Brian Grefe, CFP®'s Robert W. Baird Experience May 2005 - September 2007
Job Financial Advisor at Raymond James
Industry Investment Management
Experience
Raymond James  September 2007 - Present
Robert W. Baird   May 2005 - September 2007
Northern Trust  March 2004 - May 2005

Skills
Investments, Portfolio Management, Finance, Management, Strategic Planning, Securities, Financial Advisory, Strategic Financial..., Financial Analysis, Financial Modeling, Retirement Planning, Mutual Funds, Alternative Investments, IRAs, Hedge Funds, Retirement, Valuation, Asset Management, Asset Allocation, 401k, Capital Markets, Mergers & Acquisitions, Due Diligence, Investment Strategies, Insurance, Investment Advisory, Wealth Management, Series 7, Estate Planning, Credit

Education
Drake University   2005 — 2007
MBA, Finance

Drake University   1999 — 2003
BSBA, Finance

Christopher Pigott Christopher Pigott San Francisco Bay Area Details
Christopher Pigott's Robert W. Baird Experience 2005 - 2007
Job Investment Banker
Industry Investment Banking
Experience
Verit Advisors LLC   2010 - 2011
ThinkEquity LLC  2007 - 2009
Robert W. Baird   2005 - 2007
Bank of America (ABN AMRO/LaSalle Bank)   1998 - 2005

Skills
Mergers and..., Initial public..., Private placements, Business development, Value creation, Corporate growth, Corporate strategy, Valuation, Equity capital markets, Joint-ventures, Cross-border..., Business Strategy, Private Placements, Buy-side, Sell Side, Mergers, Corporate Development, Joint Ventures, Business Development, Mergers & Acquisitions, Corporate Law, Private Equity, Equity Capital Markets, Venture Capital, Investment Banking, IPO, Capital Markets, Investments, Strategy, Divestitures, M&A experience, Acquisitions, Corporate Finance, LBO, Financial Advisory, Due Diligence, Business Valuation, Financial Modeling, Financial Structuring, Leveraged Finance, Restructuring, Equity Research, Hedge Funds, Structured Finance, Finance, Strategic Partnerships, Emerging Markets, Securities

Education
University of Notre Dame - Mendoza College of Business   1994 — 1998
Masters of Business Administration (MBA)

University of Notre Dame Law School   1994 — 1998
Juris Doctorate (JD)

Denison University   1987 — 1991
BA, Economics, Philosophy

LaLumiere School   1983 — 1987

Eric Kulwicki, CFA Eric Kulwicki, CFA Greater Milwaukee Area Details
Eric Kulwicki, CFA's Robert W. Baird Experience October 2007 - Present
Job Portfolio Analyst at Robert W. Baird
Industry Financial Services
Experience
Robert W. Baird   October 2007 - Present
U.S. Bancorp Fund Services   June 2005 - October 2007
Project I Am   2004 - 2006
U.S. Bancorp Fund Services   November 2003 - June 2005
Shorewest Realtors  February 2003 - November 2003
Hoffman York  June 2002 - February 2003
Hoffman York  April 2000 - June 2002

Skills
Marketing Strategy, Sales, Relationship Management, Valuation, Mutual Funds, Marketing, Alternative Investments, Asset Allocation, Investments, Advertising, Strategic Planning, Asset Managment, Portfolio Management

Education
Marquette University   2005 — 2007
Master of Business Administration, Specialization in Finance

University of Wisconsin-Madison   1995 — 1999
Bachelor of Business Administration, Marketing

John Lanza John Lanza Greater Milwaukee Area Details
John Lanza's Robert W. Baird Experience January 2000 - Present
Job Managing Director at Robert W. Baird
Industry Financial Services
Experience
Robert W. Baird   January 2000 - Present
Prudential Securities  1999 - 2000
Deloitte & Touche  1993 - 1997

Education
University of Virginia Darden School of Business   1997 — 1999

Florida State University

University of Maryland College Park

Mayer, David Mayer, David Greater Milwaukee Area Details
Mayer, David's Robert W. Baird Experience June 2000 - August 2001
Job Digital Account Director at Northwoods Software
Industry Internet
Experience
BayDQ   March 2015 - Present
Northwoods Software  July 2010 - Present
www.cemarine.com   February 2010 - Present
ChannelStats LLC   November 2008 - Present
The Ziegler Companies, Inc   October 2001 - October 2008
The Ziegler Companies Inc   October 2001 - January 2006
Robert W. Baird   June 2000 - August 2001
Laughlin/Constable  June 1999 - June 2000
US Web  October 1992 - April 1999
Harris Bank F.N.A. Merchants and Manufacturers Bancorp   1985 - 1991

Skills
SEM, Internet Strategy, Web Analytics, Competitive Analysis, Software Product..., SEO, E-commerce, CMS, Online Marketing, Digital Marketing, E-business, SDLC, PPC, Google Analytics, P&L, Conversion Optimization, Website Development, Mobile Marketing, Web Development, Digital Strategy, Content Management, Analytics, Online Sales, Google Webmaster Tools, Organic Search, Online Advertising, Business Strategy, Email Marketing, Social Media, Information Architecture, Pivotal CRM, Sales, Entrepreneurship, Marketing Strategy, Start-ups, Marketing Communications, Web Marketing, CRM, Cross-functional Team..., Advertising, Marketing, Web Project Management, Integrated Marketing, Interactive Marketing, Google Adwords, Web Strategy, User Experience, Lead Generation, B2B Marketing, Public Speaking

Education
Keller Graduate School of Management   1998 — 1998
Continuing Education, Project Management, Database Management

Keller Graduate School of Management   1987 — 1989
MBA, Marketing

University of Wisconsin-Milwaukee - Lubar School of Business   1980 — 1985
BBA, Finance

Marquette University High School   1975 — 1979
College Prep, College Prep

Erin McDermott Stanek Erin McDermott Stanek Milwaukee, Wisconsin Details
Erin McDermott Stanek's Robert W. Baird Experience April 2008 - March 2010
Job Audit Manager at Deloitte & Touche
Industry Accounting
Experience
Deloitte & Touche  September 2009 - Present
Robert W. Baird   April 2008 - March 2010
Deloitte & Touche  January 2008 - March 2008

Skills
Financial Reporting, Auditing, Internal Controls, US GAAP, Accounting, Sarbanes-Oxley Act

Education
Marquette University   2008 — 2009
MSA, Accounting

Marquette University   2005 — 2008
Bachelor of Science in Business Administration, Accounting

John Clagett CPWA® John Clagett CPWA® Fort Collins, Colorado Area Details
John Clagett CPWA®'s Robert W. Baird Experience October 1998 - September 2002
Job Customized Wealth Management | Financial Advisor | Owner | President
Industry Financial Services
Experience
Q4 Wealth Management, Inc.   November 2009 - Present
Cascade Financial Management, Inc.   September 2002 - November 2009
Robert W. Baird   October 1998 - September 2002
Piper Jaffray  August 1993 - September 1998
The Nielsen Company  1991 - 1993
The Pillsbury Company  1989 - 1991
Procter and Gamble Richardson Vicks   August 1986 - October 1989
Procter and Gamble  June 1985 - July 1986

Education
CEG Worldwide Wealth Management Consulting Program   2007 — 2007

Emory University   1981 — 1985
BA, History

Carri (Cherne) Albrecht, PMP®, MS Carri (Cherne) Albrecht, PMP®, MS Greater Milwaukee Area Details
Carri (Cherne) Albrecht, PMP®, MS's Robert W. Baird Experience 2002 - 2007
Job Delivery Office Leader at Skyline Technologies
Industry Information Technology and Services
Experience
Skyline Technologies  August 2015 - Present
Skyline Technologies  August 2014 - August 2015
Skyline Technologies  July 2010 - August 2014
Tushaus Computer Services  April 2007 - July 2010
Robert W. Baird   2002 - 2007
WICOR Energy   1995 - 2000

Skills
SharePoint, MOSS 2007, Content Management, Project Management, Requirements Gathering, Software Project..., Agile Methodologies, Visio, Process Improvement, Microsoft Office..., Management, Testing, CRM, PMP, Requirements Analysis, Scrum, Strategy, Project Planning, Leadership, SDLC

Education
University of Wisconsin-Milwaukee   1999 — 2001
Masters of Science, eBusiness

Carroll University   1996 — 1998
BS, Psychology and Computer Science with minor in Business

Don Richman Don Richman Greater Chicago Area Details
Don Richman's Robert W. Baird Experience June 2008 - May 2009
Job Senior Director of Marketing and Business Development at AvantCredit
Industry Internet
Experience
Avant  January 2015 - Present
Avant  February 2014 - Present
Groupon  July 2013 - February 2014
Groupon  April 2013 - July 2013
Groupon  November 2010 - April 2013
Bonobos  October 2009 - November 2010
Robert W. Baird   June 2008 - May 2009
Robert W. Baird   January 2007 - June 2008
Mesirow Financial  June 2005 - December 2006

Skills
Financial Modeling, Private Equity, Financial Analysis, Valuation, Mergers, Corporate Finance, Venture Capital, Investment Banking, Due Diligence, Corporate Development, Investments, Capital Markets, Business Strategy, Start-ups, Equities, E-commerce, M, Entrepreneurship, Business Development, Marketing Strategy, Sales, Competitive Analysis, Strategy

Education
Indiana University - Kelley School of Business   2000 — 2004
B.S., Finance, Accounting

Scott Falk Scott Falk Greater Milwaukee Area Details
Scott Falk's Robert W. Baird Experience September 2002 - Present
Job Chief Administrative Officer/Managing Director at Robert W. Baird
Industry Financial Services
Experience
Robert W. Baird   September 2002 - Present
Arthur Andersen LLP  1983 - 2002

Education
Iowa State University - College of Business   1979 — 1983
BBA, Accounting

Judi o Hanner Judi o Hanner Greater Chicago Area Details
Judi o Hanner's Robert W. Baird Experience February 1994 - November 2008
Job Stayathome at Retired
Industry Financial Services
Experience
Retired  November 2008 - Present
Robert W Baird  February 1994 - November 2008

Skills
Microsoft Excel, Financial Analysis, Financial Planning, Portfolio Management, Financial Modeling, Finance, Process Improvement, Business Planning

Education
Lake Forest Graduate School of Management   1987 — 1990
MBA, Business

Rebecca Fuchs Rebecca Fuchs Greater Milwaukee Area Details
Rebecca Fuchs's Robert W. Baird Experience September 2008 - October 2010
Job Import/Export Compliance Specialist at Badger Meter
Industry Financial Services
Experience
Badger Meter  December 2013 - Present
Law Offices of Donald J. Gral, LLC   June 2012 - December 2013
Robert W. Baird   September 2008 - October 2010
Vyron Corporation   2006 - 2008
Kasmerchak Gonzalez & Associates   June 2004 - February 2006

Skills
Accounting, Customer Service, Securities, Estate Planning, Administrative..., Insurance, Outlook, File Management, Investments, Microsoft Excel, Mutual Funds, Due Diligence, Spreadsheets, Document Review, PowerPoint, Microsoft Word

Education
Cardinal Stritch University   2014 — 2017
Bachelor of Science (BS), Business

Milwaukee Area Technical College   2004 — 2007
Associates, Paralegal

Milwaukee Area Technical College   2000 — 2003
Associates, Computer Programmer & Microcomputer Specialist

Lisa Arrigo Howland Lisa Arrigo Howland Greater Grand Rapids, Michigan Area Details
Lisa Arrigo Howland's Robert W. Baird Experience June 2009 - Present
Job Financial Advisor at Robert W. Baird
Industry Financial Services
Experience
Robert W. Baird   June 2009 - Present
Morgan Stanley Smith Barney  2004 - 2009
Smith Barney  1998 - 2004
Old Kent Bank  1996 - 1997

Skills
Retirement Planning, Wealth Management, Asset Allocation, Investments, Finance, Strategic Financial..., Securities, Investment Strategies, Estate Planning, Asset Management, Financial Advisory, Alternative Investments, 401k, Financial Analysis

Education
Davenport University   2007 — 2010
BBA, Finance

Davenport University
AS, Business Management

East Kentwood High School   1982 — 1985

Pamela Vanone Pamela Vanone Cleveland/Akron, Ohio Area Details
Pamela Vanone's Robert W. Baird Experience September 2002 - December 2003
Job Account Executive/Financial Advisor at Chapman and Chapman
Industry Financial Services
Experience
Chapman and Chapman   October 2006 - Present
A.G. Edwards   January 2004 - October 2006
Robert W. Baird   September 2002 - December 2003
KeyCorp  October 1994 - September 2002

Skills
Securities, Strategic Financial..., Asset Managment, Client Education, Qualified Retirement..., Mutual Funds, Employee Benefits, Finance, Retirement Planning, FINRA, 401k, Series 7, Retirement, Retirement Plan..., Life Insurance, Series 63, Disability Insurance, Wealth Management, Financial Planning, Asset Management

Education
John Carroll University   1995 — 1998
MBA

University of Toledo   1989 — 1993
BBA, Finance

Christopher Folland Christopher Folland Greater Chicago Area Details
Christopher Folland's Robert W. Baird Experience May 2006 - Present
Job Private Wealth Management
Industry Financial Services
Experience
Robert W. Baird   May 2006 - Present
Great Point Capital  August 2004 - May 2006
Chicago Stock Exchange  October 2002 - August 2004

Education
Lehigh University   1997 — 2001
B.A., Economics and American Studies

Brian Perkins Brian Perkins Saint Louis, Missouri Details
Brian Perkins's Robert W. Baird Experience 2009 - 2009
Job VP Marketing, Budweiser
Industry Consumer Goods
Experience
Anheuser-Busch InBev  2013 - Present
American Friends of Winchester College   2013 - 2014
Anheuser-Busch InBev  2011 - 2013
Anheuser-Busch InBev  2010 - 2011
Robert W. Baird   2009 - 2009
The Value Engineers   2004 - 2008
UBS Investment Bank  2003 - 2003

Education
Harvard Business School
MBA

University of Cambridge
MA & BA (Hons), First Class,

Winchester College

Jessica Hanover Jessica Hanover San Francisco Bay Area Details
Jessica Hanover's Robert W. Baird Experience 2002 - 2005
Job Senior Director, Medical Science Liaisons at Cerus
Industry Biotechnology
Experience
Cerus  February 2014 - Present
Biotechnology / Med Tech / Diagnostics   February 2008 - February 2014
Rules Based Medicine (acquired by Myriad Genetics)   March 2010 - September 2011
Austin Technology Incubator  August 2008 - February 2010
FoxHollow Technologies (merged with ev3)   January 2006 - December 2007
Robert W. Baird   2002 - 2005

Education
Harvard University
Bachelor’s Degree

University of California, San Francisco
Doctor of Philosophy (Ph.D.)

Jeff Bourke Jeff Bourke Kansas City, Missouri Area Details
Jeff Bourke's Robert W. Baird Experience June 2003 - January 2007
Job
Industry Investment Management
Experience
American Century Investments  February 2007 - Present
Robert W. Baird   June 2003 - January 2007
Accenture  January 1998 - August 2001

Education
The University of Chicago Booth School of Business   2001 — 2003
MBA

Duke University   1994 — 1998
BSE

Matthew Schmitt, CIMA®, AWMA® Matthew Schmitt, CIMA®, AWMA® Sacramento, California Area Details
Matthew Schmitt, CIMA®, AWMA®'s Robert W. Baird Experience January 2009 - Present
Job
Industry Investment Management
Experience
Robert W. Baird   January 2009 - Present

Skills
Series 7, Asset Allocation

Education
California State University-Long Beach   1990 — 1994
Finance and Financial Management Services

Todd Buys, CFA Todd Buys, CFA Greater Boston Area Details
Todd Buys, CFA's Robert W. Baird Experience June 2007 - August 2007
Job
Industry Financial Services
Experience
Robert W. Baird   June 2007 - August 2007
Stryker  2005 - 2006
Stryker  2003 - 2005

Skills
Financial Modeling, Financial Analysis, Due Diligence, Valuation, Business Strategy, Mergers, Corporate Finance, Private Equity, Investments, Competitive Analysis, Strategic Financial..., Strategic Planning

Education
Northwestern University - Kellogg School of Management   2006 — 2008
Master of Business Administration (M.B.A.)

Calvin College   1999 — 2003
BA

Warren Macey Warren Macey Greater Milwaukee Area Details
Warren Macey's Robert W. Baird Experience October 2009 - January 2015
Job Vice President, Business Process Engineering Manager at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co.   January 2015 - Present
Robert W. Baird   October 2009 - January 2015
Autonomy  July 2007 - October 2009
Imagine eDoc Solutions Inc.   December 2006 - July 2007
Cardiff   2004 - 2006
Verity  2004 - 2006
Autonomy  2004 - 2006
Verity Canada Ltd   2004 - 2006
North Island College  November 2003 - July 2004
InfoMed Development Corp   July 2001 - July 2003

Skills
Enterprise Content..., Business Process, Business Process..., Business Process Mapping, Business Process Design, Business Process..., Business Process..., AIIM BPM Specialist, Oracle Java 7 Certified..., Java, JavaScript, JSP, Microsoft SQL Server, SOAP, XML, Web Services, LiquidOffice, TeleForm, SQL, Databases, Testing, Business Analysis, Software Development, Business Intelligence, SharePoint, Document Management, Teleform, Enterprise Software, Visio, Requirements Gathering, Integration, Troubleshooting, Process Improvement, Quality Assurance, Project Management, Agile Methodologies, SDLC, Enterprise Architecture, CRM, Agile Project Management

Education
North Island College   1999 — 2001
Computer Science

British Columbia Institute of Technology   1992 — 1993
Artificial Intelligence

University of Victoria   1990 — 1992
Computer Science and Technology

RJ Place RJ Place Greater Milwaukee Area Details
RJ Place's Robert W. Baird Experience January 2004 - Present
Job Director, Instituional Trading, Robert W Baird
Industry Financial Services
Experience
Robert W Baird  January 2004 - Present
AT&T  January 2000 - December 2003

Education
Marquette University   2002 — 2006
MBA

Ball State University   1999 — 2000
MS, Information and Communication Sciences

Ball State University   1995 — 1999
BS, Pre-Dental, Minor in Business

Andy Irwin, CFA, CMT Andy Irwin, CFA, CMT Greater Milwaukee Area Details
Andy Irwin, CFA, CMT's Robert W. Baird Experience April 2006 - April 2011
Job Senior Trader at Geneva Capital Management
Industry Financial Services
Experience
Geneva Capital Management   May 2011 - Present
Robert W. Baird   April 2006 - April 2011
Tradelink LLC  June 2002 - March 2006

Education
DePauw University   1998 — 2002

Linda Raymonds Linda Raymonds Greater Milwaukee Area Details
Linda Raymonds's Robert W. Baird Experience 1985 - 1996
Job Owner, Piranha Promotions, Inc
Industry Marketing and Advertising
Experience
Piranha Promotions, Inc   July 1999 - Present
Robert W. Baird   1985 - 1996

Skills
Advertising, Marketing Strategy, Brand Development, Brand Management

Education
Marquette University   1978 — 1982

Justin Albert Justin Albert Greater Chicago Area Details
Justin Albert's Robert W. Baird Experience AssociateDeutsche BankJune 2000 - January 2002
Job Managing Director at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird   AssociateDeutsche BankJune 2000 - January 2002
Alex. Brown & Sons   July 1997 - July 2000
Putnam, Hayes & Bartlett   1995 - 1997

Education
The University of Chicago Booth School of Business   2001 — 2003
MBA

Haverford College   1991 — 1995

Dan Tranchita Dan Tranchita Greater Milwaukee Area Details
Dan Tranchita's Robert W. Baird Experience 2000 - Present
Job Managing Director Senior PM at Baird Advisors
Industry Investment Management
Experience
Baird Advisors   February 2000 - Present
Robert W. Baird   2000 - Present
Firstar  1989 - 2000
Firstar Corporation (US Bank)   1989 - 2000

Skills
Portfolio Management, Investments, Asset Management, Bloomberg, Financial Analysis, Financial Modeling, Fixed Income, Securities, Mutual Funds, Wealth Management, Alternative Investments, Asset Allocation, Equities, Finance, Investment Management, Series 7, Valuation

Education
Marquette University   1985 — 1986
BS/MBA, Finance

Christine Boehning Christine Boehning Greater Boston Area Details
Christine Boehning's Robert W. Baird Experience 1998 - 2004
Job Experienced Finance Professional
Industry Financial Services
Experience
Danforth Advisors   2015 - 2015
Young Innovations, Inc.   2008 - 2013
Young Innovations  2004 - 2008
Robert W. Baird   1998 - 2004
PepsiCo  1997 - 1997
Deloitte & Touche  1992 - 1996

Skills
Financial Modeling, Financial Analysis, Strategic Planning, Mergers & Acquisitions

Education
University of Virginia - Darden Graduate School of Business Administration   1996 — 1998
MBA, General Management and Finance

Northeastern University and Babson School of Management   1992 — 1994
Certificate of Accountancy, Accounting

Bowdoin College   1988 — 1992
Bachelor of Arts (BA), Mathematics and Spanish, Magna Cum Laude

Steve Gruber Steve Gruber Burlington, Vermont Area Details
Steve Gruber's Robert W. Baird Experience November 1996 - February 2006
Job Consultant
Industry Financial Services
Experience
Pictet   October 2007 - March 2015
Pictet   February 2007 - September 2007
MemoryStone   February 2006 - December 2006
Robert W. Baird   November 1996 - February 2006

Education
Lawrence University   1992 — 1996
Bachelor's Degree, Economics

Janet Saunier Janet Saunier Greater Milwaukee Area Details
Janet Saunier's Robert W. Baird Experience October 2007 - December 2007
Job Independent Financial Services Professional
Industry Financial Services
Experience
Robert W. Baird   October 2007 - December 2007
The Thomson Corporation  November 2006 - October 2007
NorthwesternMutual Insurance   July 2001 - November 2006

Education
Alverno College   1992 — 1998

Laura Kleiman Laura Kleiman Greater Milwaukee Area Details
Laura Kleiman's Robert W. Baird Experience February 2005 - January 2012
Job Director of Human Resources and Employee Development
Industry Veterinary
Experience
Lakeshore Veterinary Specialists  September 2014 - Present
BloodCenter of Wisconsin  February 2012 - August 2014
Robert W. Baird   February 2005 - January 2012
Synergy  January 2004 - January 2005
Borgelt Powell Peterson and Frauen   October 2003 - January 2004
BNY Clearing Services (Bank of New York Company)   November 1998 - October 2003
Manpower  1997 - November 1998

Education
Cardinal Stritch University
MS, Management

Mount Mary College
BA, English/Professional Writing, Journalism

Barrett Willich Barrett Willich Greater Chicago Area Details
Barrett Willich's Robert W. Baird Experience July 2008 - June 2010
Job Vice President at Beverly Capital
Industry Venture Capital & Private Equity
Experience
Beverly Capital   January 2014 - Present
Winona Capital Management  July 2010 - July 2012
Robert W. Baird   July 2008 - June 2010

Skills
Valuation, Financial Modeling, Investments, Investment Banking, Private Equity, Series 7, Capital Markets, Financial Analysis, Corporate Finance, Due Diligence, Venture Capital, Mergers, Excel, Microsoft Excel, Mergers & Acquisitions, LBO, Equity Research

Education
Kellogg School of Management   2012 — 2014
Master of Business Administration (M.B.A.), Entrepreneurship/Entrepreneurial Studies

Marquette University   2004 — 2008
Bachelor of Science (B.S.), Finance

Amit Aysola Amit Aysola Greater Chicago Area Details
Amit Aysola's Robert W. Baird Experience 2007 - 2008
Job at
Industry Investment Banking
Experience
Healthcare Growth Partners   January 2011 - Present
Independent Advisor  February 2010 - February 2011
Demeter Advisory Group   January 2009 - February 2010
Robert W. Baird   2007 - 2008

Skills
Mergers, Valuation, Investment Banking, Private Equity, Due Diligence, Financial Modeling, Corporate Finance, Venture Capital, Capital Markets, Investments, Emerging Markets, Corporate Development, Mergers & Acquisitions

Education
Duke University - The Fuqua School of Business   2004 — 2006
MBA, Finance

University of Michigan   1994 — 1999
BSE, MSE, Industrial Engineering, Biomedical Engineering

Mentor High School   1991 — 1994
High school diploma

Brenton Flynn Brenton Flynn Greater Nashville Area Details
Brenton Flynn's Robert W. Baird Experience July 2006 - Present
Job Equity Research Analyst at Robert W. Baird
Industry Capital Markets
Experience
Robert W. Baird   July 2006 - Present
Robert W. Baird   January 2006 - May 2006

Education
Belmont University   2002 — 2006
BBA, Finance

Darren Bagwell, CFA Darren Bagwell, CFA Oshkosh, Wisconsin Area Details
Darren Bagwell, CFA's Robert W. Baird Experience 1998 - 2002
Job Director of Research at Thrivent Asset Management
Industry Investment Management
Experience
Thrivent Asset Management  2002 - Present
Robert W. Baird   1998 - 2002
Robertson Stephens/BancAmerica   1997 - 1998
Robert W. Baird   1992 - 1997
Spin-Off Group   1991 - 1992
Hudson Capital Advisors   1990 - 1991

Skills
Equity Research, Investments, Equities, Valuation, Portfolio Management, Financial Modeling, Asset Management, Financial Analysis, Hedge Funds, Alternative Investments, Bloomberg

Education
Columbia University - Columbia Business School   1989 — 1990
MBA, Finance

Kettering University   1985 — 1989
BMS, Business/Engineering

Steve Dadmun Steve Dadmun Greater Milwaukee Area Details
Steve Dadmun's Robert W. Baird Experience 1997 - Present
Job Managing Director at Robert W. Baird
Industry Financial Services
Experience
Robert W. Baird   1997 - Present
Union Bank of Switzerland  1987 - 1997
Continental Illinois National Bank  1982 - 1987

Skills
Series 7, Investments, Equity Research, Equities, Banking, Management, Portfolio Management, Hedge Funds, Capital Markets, Asset Management, Securities, Bloomberg, Private Equity, Valuation, Investment Management, Fixed Income, Series 63, Investment Banking, Alternative Investments, Asset Allocation, Mutual Funds, Equity Valuation, Equity Trading, Investment Strategies, Wealth Management

Education
Denison University   1977 — 1981

Susan Labant Susan Labant Greater Milwaukee Area Details
Susan Labant's Robert W. Baird Experience April 1999 - November 2010
Job Data Integration Manager at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co.   October 2010 - Present
Robert W. Baird   April 1999 - November 2010
Ernst & Young  October 1997 - April 1999
Waste Management  October 1994 - October 1997
Firstar Bank  1991 - 1994

Skills
Securities, Equities, Series 7, Process Improvement, Mutual Funds, Financial Analysis, Investment Advisory, Risk Management, Portfolio Management

Education
University of Wisconsin-Milwaukee - Lubar School of Business   1996 — 2001
MS, Finance Analysis

Lakeland College   1988 — 1991
Bachelor of Arts (B.A.), Accounting and Business/Management

Troy Vant Hul Troy Vant Hul Greater Milwaukee Area Details
Troy Vant Hul's Robert W. Baird Experience March 2000 - April 2001
Job Manager Business Intelligence @ Amazon SHOPBOP
Industry Information Technology and Services
Experience
Amazon - Shopbop   June 2014 - Present
Direct Supply  May 2010 - June 2014
Manpower Inc.  December 2005 - May 2010
Manpower Inc.  October 2004 - December 2005
Manpower Inc.  November 2002 - October 2004
Batteries Plus  April 2001 - November 2002
Robert W. Baird   March 2000 - April 2001
Robert W. Baird   November 1998 - March 2000
Firstar Bank  December 1997 - November 1998

Skills
Business Intelligence, Process Improvement, Vendor Management, Data Warehousing, Business Analysis, Cognos, Project Management, ETL, IT Strategy, Data Management, Program Management, Data Modeling, Requirements Analysis, Cross-functional Team..., Data Analysis, Agile Methodologies, Business Intelligence..., SAP, Integration, Disaster Recovery, SDLC, Dashboard, Visio, Business Process, Access, Management, Leadership, Team Leadership, SharePoint, Business Process..., Change Management

Education
Marquette University   1993 — 1997
Bachelor of Science (B.S.), Accounting

Nikki Moews Nikki Moews Greater Milwaukee Area Details
Nikki Moews's Robert W. Baird Experience April 1998 - February 2001
Job Human Resource Manager at Jefferson Electric
Industry Human Resources
Experience
Jefferson Electric, Inc.   November 2006 - Present
Johnson Controls  July 2001 - November 2006
Robert W. Baird   April 1998 - February 2001

Skills
Employee Relations, Recruiting, Human Resources, Employee Benefits, Benefits Administration, Onboarding, Applicant Tracking..., College Recruiting, Succession Planning, Technical Recruiting, HR Policies, Taleo, Sourcing, Personnel Management, Talent Management, Temporary Placement

Education
Carroll College   1991 — 1995
Bachelor of Business Administration (BBA), Human Resources

Josh Traudt Josh Traudt Greater Milwaukee Area Details
Josh Traudt's Robert W. Baird Experience January 2000 - January 2008
Job Vice President | Financial Advisor at Ziegler
Industry Investment Management
Experience
Ziegler Wealth Management  January 2008 - Present
Robert W. Baird   January 2000 - January 2008

Skills
Series 7, 401k Rollovers, Retirement Planning, Mutual Funds, Alternative Investments, Wealth Management, Financial Advisory, Bonds, Fixed Annuities, Securities, Investments, Strategic Financial..., Asset Managment, Hedge Funds

Education
Marquette University
Engineering

University of Wisconsin-Milwaukee
BBA, Investment Finance

Lisa Pfaff Lisa Pfaff Greater Milwaukee Area Details
Lisa Pfaff's Robert W. Baird Experience September 1995 - January 2013
Job Real Estate Professional at Shorewest, REALTORS®
Industry Real Estate
Experience
Shorewest Realtors  January 2013 - Present
Robert W. Baird   September 1995 - January 2013

Skills
Process Improvement, Leadership, Investments, Management, Strategic Planning, Employee Benefits, Vendor Management, Asset Management, Project Management, Financial Analysis, Mergers & Acquisitions, Financial Services, Recruiting, Business Analysis, Human Resources

Education
Alverno College   1990 — 1994
Bachelor of Arts (BA), Social Sciences

Whitnall High School   1986 — 1990

John McLandsborough John McLandsborough Greater Milwaukee Area Details
John McLandsborough's Robert W. Baird Experience January 1999 - Present
Job Institutional Equity Sales at Robert W. Baird
Industry Financial Services
Experience
Robert W. Baird   January 1999 - Present

Skills
Asset Management, Equities, Equity Research, Investments, Series 7

Education
Indiana University Bloomington   1990 — 1992
Master of Business Administration (MBA), Finance, General

Miami University   1985 — 1989

Terri Anne Powers Terri Anne Powers Greater Chicago Area Details
Terri Anne Powers's Robert W. Baird Experience March 2003 - November 2007
Job Director of North American Investor Relations at Veolia Environnement
Industry Environmental Services
Experience
Veolia Environnement  July 2009 - Present
Robert W. Baird   March 2003 - November 2007
Prudential Securities  March 2001 - February 2003
G.D. Searle & Co   December 1999 - January 2001
G.D. Searle & Co.   August 1998 - December 1999
G.D. Searle & Co.   May 1997 - August 1998

Skills
Financial Modeling, Valuation, Mergers, Competitive Analysis, Market Research, CRM, Teamwork, Customer Acquisition, Consensus Building, Investment Research, Investor Relations, Financial Analysis, Corporate Finance, Investments, Finance

Education
The University of Chicago Booth School of Business   1999 — 2001
MBA, Finance, Strategic Managment

Alma College   1993 — 1997
B.S., Chemistry

Jason Freund Jason Freund Greater Chicago Area Details
Jason Freund's Robert W. Baird Experience July 1997 - August 1998
Job at Corrib Capital Management L.P.
Industry Financial Services
Experience
Corrib Capital Management L.P.   December 2014 - Present
Imperial Capital  March 2011 - December 2014
Cohen & Company  April 2006 - November 2010
Keefe, Bruyette & Woods   August 1998 - April 2006
Robert W. Baird   July 1997 - August 1998

Skills
Capital Markets, Financial Modeling, Valuation, Alternative Investments, Hedge Funds, Investments, Fixed Income, Equities, Portfolio Management, Private Equity, Asset Management

Education
Marquette University   1993 — 1997

Robert Pieper Robert Pieper Chicago, Illinois Details
Robert Pieper's Robert W. Baird Experience October 2010 - February 2013
Job Continuous improvement consultant, coach, and advisor
Industry Computer Software
Experience
Centare  February 2013 - Present
Speaking Engagements  2013 - 2015
Robert W Baird  October 2010 - February 2013
QuadSystems   February 2008 - October 2010
Quad/Graphics  June 2007 - April 2010
Industrial Automation Solutions, Inc.   April 2005 - June 2007

Skills
SharePoint, Software Development, Visual Studio, Process Improvement, SDLC, Microsoft SQL Server, SQL, Agile Methodologies, Scrum, Lean Manufacturing, ASP.NET MVC, SSIS, ASP.NET, Software Documentation, .NET

Education
Marquette University   2009 — 2011
MBA

Milwaukee School of Engineering
BS, Electrical Engineering

Peter Hellman Peter Hellman Manitowoc, Wisconsin Details
Peter Hellman's Robert W. Baird Experience May 2008 - December 2010
Job General Manager at Heresite Protective Coatings, LLC
Industry Chemicals
Experience
Heresite Protective Coatings, LLC   December 2010 - Present
Robert W. Baird   May 2008 - December 2010
Nemschoff Chairs   May 2006 - May 2008
Schwarz Pharma  December 2000 - May 2006
G.D. Searle   December 1998 - December 2000

Skills
Start-ups, Strategy, Corporate Development, Product Management, Entrepreneurship, Venture Capital, Manufacturing, Business Strategy, Process Improvement, Continuous Improvement, Strategic Planning, Management

Education
Northwestern University - Kellogg School of Management   2001 — 2003
MBA, Business Administration and Management, General

Bucknell University   1990 — 1994
BSBA, Accounting and Business/Management

Heather Toburen Heather Toburen Greater Grand Rapids, Michigan Area Details
Heather Toburen's Robert W. Baird Experience January 2005 - August 2007
Job Executive Secretary at Amway
Industry Maritime
Experience
Amway  October 2012 - Present
Tiara Yachts  November 2008 - October 2012
Energetx Composites  November 2008 - October 2012
Robert Half International  September 2007 - November 2008
Robert W. Baird   January 2005 - August 2007

Skills
Event Planning, Program Management, Sales Trend Analysis, Market Research, Legal Support, Data Analysis, Presentation Preparation, Social Media Marketing, Legal Documentation, Customer Relations, Sales Support, Compliance, Recruiting, Microsoft Office, Training, Customer Service, Product Development, Process Improvement, Documentations, Sales Operations, Trend Analysis, Team Building, Strategic Planning, Legal Assistance, Budgets, Management, Leadership

Education
Hope College   2001 — 2005
BA, Business Management - Finance

Jessica Geary Jessica Geary Greater Milwaukee Area Details
Jessica Geary's Robert W. Baird Experience December 2005 - September 2006
Job Investment Risk Analyst at Wells Capital Management
Industry Financial Services
Experience
Wells Capital Management  February 2010 - Present
Cleary Gull Holdings   October 2008 - February 2010
Cleary Gull Inc.  October 2006 - October 2008
Robert W. Baird   December 2005 - September 2006
Robert W. Baird & Co.   March 2005 - December 2005
The Institute for Entrepreneurship   March 2003 - August 2004

Skills
Financial Modeling, Portfolio Management, Investments, Mutual Funds, Funding, Analysis, Asset Management, Financial Analysis, Due Diligence

Education
Marquette University   2006 — 2008
MBA, Business

University of Wisconsin-Milwaukee - Lubar School of Business   2002 — 2006
BBA, Finance & Marketing

Alex Letizia Alex Letizia Greater Pittsburgh Area Details
Alex Letizia's Robert W. Baird Experience May 2007 - August 2007
Job Financial Advisor at Creative Wealth Strategies
Industry Financial Services
Experience
Creative Wealth Strategies   August 2008 - Present
Robert W. Baird   May 2007 - August 2007

Education
Allegheny College   2004 — 2008
Bachelor of Arts, Managerial Economics

Rebecca (Kwapil) Lovell Rebecca (Kwapil) Lovell Greater Milwaukee Area Details
Rebecca (Kwapil) Lovell's Robert W. Baird Experience 2008 - 2011
Job Business Analyst at Trisept Solutions
Industry Information Technology and Services
Experience
Trisept Solutions  February 2013 - Present
Robert W. Baird & Co.   April 2011 - December 2012
Robert W. Baird   2008 - 2011
Stark Investments  2000 - 2008
Kohl's Department Stores  2000 - 2004
Loras College Technology Center   1997 - 2000

Skills
SharePoint, Process Improvement, Microsoft Office, Project Management, Customer Service, Disaster Recovery, Troubleshooting, Project Planning, Project Coordination, MS Project, Business Analysis, Data Analysis, Technical Support, Hardware Support, Customer Support, Experienced Business..., IT Project Leadership, IT Project Lifecycle, IT Project..., IT Project & Program..., International Project..., Project Scope..., Client Facing Skills, Third Party Vendor..., Third Party..., Business Analysis..., Project Plans, Project Charter, Project Status Reporting, Status Tracking, Team Co-ordination, Project Co-ordination, Training Co-ordination, Test Co-ordination, Client Co-ordination, Non-IT, Direct Client..., Task Assignment, Team Mentoring, Mentoring New Hires, Project Communications, IT Operations, IT Service Delivery, Technical Training, User Documentation, Software Licensing, IT Asset Management, Microsoft Exchange, Testing

Education
Loras College
Bachelor of Arts (B.A.), Management Information Systems, General

Derek Peterson, CFP®, CRPS® Derek Peterson, CFP®, CRPS® Greater Chicago Area Details
Derek Peterson, CFP®, CRPS®'s Robert W. Baird Experience November 1994 - June 2003
Job Wealth Management Advisor and Retirement Plan Specialist at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual  June 2003 - Present
Robert W. Baird   November 1994 - June 2003
Merrill Lynch  December 1991 - November 1994

Education
Drake University   1990 — 1993
Bachelor of Science degree in Business Administration, Finance

DePaul University   2002 — 2003
Financial Planning Certificate Program

Unique Briggs Unique Briggs Greater Milwaukee Area Details
Unique Briggs's Robert W. Baird Experience May 1999 - Present
Job Advisory Reconciliation Specialist at Robert W. Baird
Industry Financial Services
Experience
Robert W. Baird   May 1999 - Present

Skills
Microsoft Excel, Financial Services, Accounting, Process Improvement, Finance, Banking, Team Leadership, Team Building, Microsoft Word, Security APL

Education
University of Phoenix   2004 — 2010
BS, Management

Bryant & Stratton College - Milwaukee   1997 — 1999
Associate of Arts (A.A.), Business Administration and Management, General

Brian Kerkhoven Brian Kerkhoven Washington, District Of Columbia Details
Brian Kerkhoven's Robert W. Baird Experience July 2009 - May 2012
Job Energy Policy Adviser
Industry Government Relations
Experience
North America's Building Trades Unions   March 2014 - Present
Congressman Mike Kelly   April 2012 - 2013
Robert W. Baird   July 2009 - May 2012
U.S. House of Representatives   July 2007 - September 2008
Office of U.S. Congressman James T. Walsh   January 2003 - July 2007
SUREFOOT  November 2001 - October 2002

Skills
Energy, Energy Policy, Environmental Policy, Legislative Relations, Policy, Economics, Analysis, Financial Modeling, Strategic Planning, Renewable Energy, Strategy, Due Diligence, Leadership, Mergers & Acquisitions, Private Equity, Project Management, Program Management, Financial Analysis, Corporate Finance, Venture Capital, Business Strategy, Public Policy

Education
Colby-Sawyer College   1999 — 2001
BS, Business Administration

Kim Nieves Kim Nieves Milwaukee, Wisconsin Details
Kim Nieves's Robert W. Baird Experience October 2006 - March 2008
Job Administrative Assistant
Industry Government Administration
Experience
Milwaukee County  April 2010 - April 2012
Industries for the Blind, Inc.   March 2008 - March 2009
Robert W. Baird   October 2006 - March 2008
National Business Furniture  June 1998 - October 2006

Skills
Email Marketing, E-commerce, Management, Project Planning, Databases, SEM, Research, Process Scheduler, Event Planning, Nonprofits, Outlook, Fundraising, Customer Service, Microsoft Office, Microsoft Excel, PowerPoint, Event Management, Strategic Planning, Team Building, Program Management

Education
Cardinal Stritch University   2009 — 2011
Bachelor of Science Management, Business Management

Aaron Perkovich Aaron Perkovich Greater Milwaukee Area Details
Aaron Perkovich's Robert W. Baird Experience June 1999 - June 2006
Job Vice President Fund Administration & Compliance
Industry Investment Management
Experience
US Bancorp Fund Services, LLC  June 2006 - Present
Robert W. Baird   June 1999 - June 2006
BNY Clearing   1996 - 1999

Skills
Mutual Funds, Investments, Asset Allocation, Asset Management, Due Diligence, Securities

Education
Marquette University   2004 — 2008
MBA, Business

University of Wisconsin-Milwaukee   1996 — 1999
B.S. - Finance

St. Cloud State University   1992 — 1996
Finance

Marquette University High School   1988 — 1992

Jeff Kedrowicz Jeff Kedrowicz Greater Milwaukee Area Details
Jeff Kedrowicz's Robert W. Baird Experience 2000 - 2001
Job Officer Supplier Relationship Manager at BMO Harris Bank
Industry Banking
Experience
BMO Harris Bank  October 2012 - Present
M&I a part of BMO Financial Group  July 2003 - September 2012
M&I Bank  June 2001 - July 2003
Robert W. Baird   2000 - 2001

Skills
Banking, Financial Analysis, Internal Audit, Commercial Banking, Cash Management, Financial Risk, Treasury Management, Financial Services, Risk Management, Relationship Management, Portfolio Management, Payments, Mergers & Acquisitions, Financial Reporting, Management, Process Improvement

Education
Marquette University   1997 — 2001
Bachelor of Science, Finance and Human Resources

Waterford

Chris Folland Chris Folland Winnetka, Illinois Details
Chris Folland's Robert W. Baird Experience Equity TradingGreat Point Capital LLCApril 2004 - May 2006
Job Assistant Vice President at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird   Equity TradingGreat Point Capital LLCApril 2004 - May 2006
Chicago Stock Exchange  October 2002 - October 2004

Skills
Investments, Asset Allocation, Finance, Mutual Funds, Securities

Education
Lehigh University   1997 — 2001
Bachelor of Arts (BA), Economics & American Studies

New Trier High School   1996 — 1997

Loyola Academy   1993 — 1996

John Lemley John Lemley Greater Minneapolis-St. Paul Area Details
John Lemley's Robert W. Baird Experience 1990 - 1997
Job President at JBL Group
Industry Investment Banking
Experience
The JBL Group Incorporated   January 1999 - Present
Dain Rauscher  January 1997 - December 1998
Robert W. Baird   1990 - 1997
Miller and Schroeder Financial   June 1983 - December 1989

Education
Hamline University   1979 — 1983
BA

Jonathon Bowker Jonathon Bowker Greater Chicago Area Details
Jonathon Bowker's Robert W. Baird Experience November 2008 - Present
Job Financial Advisor at Robert W. Baird
Industry Financial Services
Experience
Robert W. Baird   November 2008 - Present
Ameriprise Financial Services, Inc.   September 2006 - November 2008
Edward Jones  May 2004 - September 2006

Education
Northern Illinois University - College of Business   2000 — 2004
Bachelor of Science (BS), Finance

DePaul University

Darryl Lieser Darryl Lieser Greater Chicago Area Details
Darryl Lieser's Robert W. Baird Experience January 1993 - August 2005
Job Senior Executive Vice President Edward J Zarach & Associates, Inc.
Industry International Trade and Development
Experience
Edward J Zarach & Associates, Inc.   September 2013 - Present
Jackson Wealth Management, Inc.   January 2012 - April 2012
McKeever & Associates, Inc.   June 2010 - December 2011
Isla De Cuba Cigar, Inc   July 2007 - July 2010
Cedar Hill Associates, Inc   2005 - 2007
Robert W. Baird   January 1993 - August 2005
BuffaLouie's, Inc.   September 1987 - May 2004

Skills
International Trade, Wealth, Investments, Series 7, Wealth Management, Investment Advisory, Retirement Planning, Estate Planning, Asset Management, Retirement, Portfolio Management, Financial Advisory, Insurance, Financial Planning

Education
University of Missouri-Kansas City   1987 — 1988
BBA, Finance

Drake University

Tom Carroll, CFP®, CPWA® Tom Carroll, CFP®, CPWA® Madison, Wisconsin Area Details
Tom Carroll, CFP®, CPWA®'s Robert W. Baird Experience April 2008 - December 2012
Job Director at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co.   January 2012 - Present
Baird Private Wealth Management   April 2008 - Present
Robert W. Baird   April 2008 - December 2012
Smith Barney  April 1985 - April 2008
EF Hutton  April 1983 - March 1985

Skills
Financial Planning, Investments, Retirement Planning, Estate Planning, Asset Management, Strategic Financial..., Series 7, Asset Managment, Wealth Management, Mutual Funds, Wealth, Retirement, Investment Strategies, Finance, FINRA, Asset Allocation, 401k, Series 63, Financial Advisory, Portfolio Management, Series 24, Leadership, Banking, Investment Advisory, Securities, Alternative Investments, Uniform Combined State...

Education
US Army Command & General Staff College   1989 — 1990
Graduate, Strategy & Military Science

Marquette University   1974 — 1975
English Language and Literature/Letters, Graduate School

St. Norbert College   1967 — 1974
Bachelor of Arts, English

Saint George High School   1963 — 1967
College Prep

US Army Adjutant General Officer Basic

US Army Adjutant General Officer Basic

jeff marlatt jeff marlatt Greater Chicago Area Details
jeff marlatt's Robert W. Baird Experience July 1987 - January 2008
Job financial advisor at wells fargo
Industry Investment Management
Experience
Wells Fargo Advisors, LLC  January 2007 - Present
Robert W Baird  July 1987 - January 2008
First of Michigan Corporation  December 1982 - July 1987
Republic Steel Corporation  June 1974 - September 1982
republic steel  1974 - 1982

Education
Indiana University Bloomington   1970 — 1974
finance, business

Bill Kletzien Bill Kletzien Sturgeon Bay, Wisconsin Details
Bill Kletzien's Robert W. Baird Experience October 1983 - Present
Job Sr VP, Senior Investment Consultant at Robert W. Baird
Industry Financial Services
Experience
Robert W. Baird   October 1983 - Present

Skills
Wealth Management, New Business Development, Strategy, Strategic Financial..., Retirement Planning, Financial Advisory, Business Strategy, Asset Allocation, Business Development, Series 7, Investments, Estate Planning, Investment Advisory, Business Planning, Investment Management, Strategic Planning, Mutual Funds

Education
University of Wisconsin-Madison   1971 — 1975
BSIE, Industrial Engineering

Dartmouth College   1970 — 1971

Keith Dorris, CFA Keith Dorris, CFA Greater St. Louis Area Details
Keith Dorris, CFA's Robert W. Baird Experience January 2008 - Present
Job Supervisory Analyst at Robert W. Baird
Industry Financial Services
Experience
Robert W. Baird   January 2008 - Present
A.G. Edwards & Sons, Inc.   September 2001 - January 2008
Kennedy Capital Management  October 1999 - August 2001
Advest, Inc.   February 1998 - September 1999
Bard Associates   March 1997 - January 1998

Education
Quinlan School of Business, Loyola University Chicago   1996 — 1998
MBA

University of Missouri-Saint Louis   1990 — 1993
BSBA

Benedictine College   1988 — 1990

Lyle Maretech Lyle Maretech Greater Denver Area Details
Lyle Maretech's Robert W. Baird Experience June 2007 - June 2008
Job Associate Director of Network Office Supervision at Northwestern Mutual
Industry Financial Services
Experience
Nortwestern Mutual   August 2008 - Present
Robert W. Baird   June 2007 - June 2008
Morgan Stanley Investment Management  February 2005 - June 2007
Wachovia Securities, LLC  September 2002 - February 2005
Merrill Lynch and Company, Inc.   September 1999 - July 2002

Education
Colorado Mesa University   1986 — 1990
BBA, Finance

Cindy Mollwitz Cindy Mollwitz Greater Milwaukee Area Details
Cindy Mollwitz's Robert W. Baird Experience August 1988 - May 2013
Job Ministry Coordinator at Trinity Lutheran Church and School Freistadt
Industry Religious Institutions
Experience
Trinity Lutheran Church and School - Freistadt   September 2013 - Present
Robert W. Baird   August 1988 - May 2013

Skills
Series 99, ITIL v3 Foundations..., Vendor Management, Volunteer Recruiting, Non-profit Volunteer, IT Service Management, Budgets, Event Planning, Microsoft Licensing, Software Licensing, IT Procurement

Education
Marquette University   1981 — 1986

Marquette University   1981 — 1986

William Uebele William Uebele Indianapolis, Indiana Area Details
William Uebele's Robert W. Baird Experience July 2001 - Present
Job VP Private Wealth Management, CFP® at Robert W. Baird
Industry Financial Services
Experience
Robert W. Baird   July 2001 - Present
Ziegler  October 1976 - July 2001

Skills
Investments

Education
College for Financial Planning   2007 — 2008
CFP®, Financial Planning

Butler University   1982 — 1984
M.B.A, Finance

University of Wisconsin-Eau Claire   1970 — 1974
B.S., Accounting

Natasha Steinberg Natasha Steinberg Greater Atlanta Area Details
Natasha Steinberg's Robert W. Baird Experience July 2008 - August 2008
Job Staff Attorney at Georgia Department of Revenue Legal Affairs & Tax Policy
Industry Law Practice
Experience
Georgia Department of Revenue - Legal Affairs & Tax Policy   June 2013 - Present
The Home Depot  January 2013 - April 2013
Internal Revenue Service, Office of Chief Counsel  August 2012 - November 2012
Pro Bono Partnership of Atlanta  May 2012 - August 2012
Emory University School of Law  April 2011 - December 2011
Emory University School of Law  May 2011 - August 2011
Tobolowsky & Burk, P.C.   June 2007 - August 2010
Institute of Reading Development  April 2009 - August 2009
Robert W. Baird   July 2008 - August 2008
Southern Methodist University  March 2007 - May 2007

Skills
Research, Editing, Writing, Legal Research, Legal Writing, Proofreading

Education
Emory University School of Law   2010 — 2013
J.D., With Honors

Southern Methodist University   2006 — 2009
B.B.A., B.A., Finance, English

The University of Texas at Austin   2005 — 2006

Dick Whittow Dick Whittow Greater Milwaukee Area Details
Dick Whittow's Robert W. Baird Experience Vice PresidentUS BankJune 1989 - October 2000
Job First Vice President at Robert W. Baird
Industry Investment Management
Experience
Robert W. Baird   Vice PresidentUS BankJune 1989 - October 2000
Firstar/US Bank   1989 - 2000

Education
Carroll University   1972 — 1976
Business Admin/Poli Sci, Econ

Kelly Benzschawel Kelly Benzschawel Louisville, Kentucky Area Details
Kelly Benzschawel's Robert W. Baird Experience December 2006 - May 2009
Job Instructional Designer at Hilliard Lyons
Industry Financial Services
Experience
Hilliard Lyons  April 2015 - Present
QSR Automations  February 2015 - April 2015
Robert W. Baird & Co.   June 2010 - January 2015
Medical College of Wisconsin  July 2009 - June 2010
Robert W. Baird   December 2006 - May 2009
Relevant Radio  January 2005 - October 2006
Carson Pirie Scott & Co  May 2003 - January 2005
AIDS Resource Center of Wisconsin  2003 - 2003

Skills
Program Management, Process Improvement, Nonprofits, Training, Customer Service, PowerPoint, Coaching, Microsoft Office, Non-profits, Event Planning, Microsoft Word, Advertising, Outlook, Project Management, Public Speaking, Onboarding, Needs Analysis, Adult Learning Theory, CBT, Information Technology..., Technical Writing, Communication, Change Management, Curriculum Development, Task Analysis, Meeting Planning, Blended Learning, Competency Based..., Goal Setting, Team Building, Leadership

Education
University of Wisconsin-Stout   2010 — 2012
Masters of Science, Training and Development

Carroll University   1999 — 2003
B.A., English, Business

Timothy Muszynski Timothy Muszynski Greater Chicago Area Details
Timothy Muszynski's Robert W. Baird Experience June 2008 - September 2008
Job Vice President, Operations Manager at Bank of America
Industry Banking
Experience
Bank of America  August 2009 - Present
Northwestern Mutual  May 2009 - July 2009
Robert W. Baird   June 2008 - September 2008
Chicago Board Options Exchange  June 2007 - August 2007

Skills
Management, Leadership, Process Improvement, Risk Management, Project Management, Customer Service, Financial Analysis, Finance, Financial Services, Equities, Fixed Income, Microsoft Excel, Business Analysis, Microsoft Office

Education
Cornell College   2005 — 2009
BA, Economics & Business

Derek Zacarias Derek Zacarias Greater New York City Area Details
Derek Zacarias's Robert W. Baird Experience May 2009 - August 2009
Job Associate at Perella Weinberg Partners
Industry Investment Banking
Experience
Perella Weinberg Partners  August 2010 - Present
Robert W. Baird   May 2009 - August 2009
Moreno Retamino   January 2009 - April 2009
Goldman Sachs  June 2008 - August 2008
HSBC Finance Corporation  May 2007 - August 2007

Skills
Investments, Corporate Finance, Valuation, Investment Banking, Financial Modeling, Financial Analysis, LBO, Mergers, Alternative Investments, Due Diligence, DCF, Venture Capital

Education
Indiana University Bloomington   2006 — 2010
Bachelor of Science in Business Administration, Finance and International Business

Center Grove High School

Tim Jones, AAMS, AWMA Tim Jones, AAMS, AWMA Saint Louis, Missouri Details
Tim Jones, AAMS, AWMA's Robert W. Baird Experience July 2000 - February 2005
Job First VP of Investments Financial Advisor at Raymond James
Industry Financial Services
Experience
Raymond James  February 2005 - Present
Robert W Baird  July 2000 - February 2005
Stifel Nicolaus  February 1993 - July 2000
United States Navy  May 1981 - April 1989

Skills
Strategic Financial..., Investment Management, Series 7, Retirement Planning, Investments, Financial Advisory, Securities

Education
University of Richmond   1977 — 1981
BA, Speech Communications

Choate Rosemary Hall   1973 — 1977

Kimberly Church, AAMS® Kimberly Church, AAMS® Englewood, Colorado Details
Kimberly Church, AAMS®'s Robert W. Baird Experience October 2009 - January 2014
Job Sr. Registered Financial Associate at Benjamin F. Edwards & Co.
Industry Financial Services
Experience
Benjamin F. Edwards & Co.   January 2014 - Present
Robert W. Baird   October 2009 - January 2014
A.G. Edwards   February 2000 - October 2009
JW Genesis   April 1998 - February 2000

Skills
Series 7, Series 63, Securities, FINRA, Financial Services, Uniform Combined State..., Thompson One, Mutual Funds, Investments, Process Improvement, Manage Client..., Asset Allocation, Wealth Management, Finance, Retirement Planning, Investment Strategies, Portfolio Management, Investment Advisory, Financial Planning, Asset Management, Retirement

Education
Colorado Technical University   2009 — 2010
BS, Business Administration - Finance

Denver Technical College   1999 — 2000
Associates, E-Business Management

mark eberhardt mark eberhardt Kenosha, Wisconsin Details
mark eberhardt's Robert W. Baird Experience 1988 - 1994
Job Founder and President at Good Vibrations, LLC
Industry Retail
Experience
Good Vibrations, LLC   2010 - Present
Smarte Carte, Inc.   2008 - 2010
First Class Seats, Inc.   1994 - 2008
UBS Financial Services  1994 - 2000
Robert W. Baird   1988 - 1994

Skills
Social Networking, Blogging, E-commerce, Social Media, Social Media Marketing, Customer Service, Online Marketing, Web Analytics, SEO, Marketing Strategy, Operations Management, Contract Negotiation, Strategic Planning, Negotiation

Education
University of Wisconsin, Kenosha, WI

Indiana University-Purdue University at Indianapolis

Pike High School, Indianapolis, IN

University of Wisconsin-Milwaukee

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