Robert W. Baird
Industry: Financial services company
DescriptionRobert 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
Jonathan Ziebarth Jonathan Ziebarth's Robert W. Baird Experience June 2005 - December 2005
Job Vice President, Golub Capital
Industry Financial Services
Experience
Golub Capital November 2009 - Present
One Hope United January 2012 - December 2013
Saybrook Capital August 2007 - July 2009
Deutsche Bank December 2005 - July 2007
Robert W. Baird June 2005 - December 2005
Skills
Private Equity, Financial Modeling, Financial Analysis, Sales, Investments, Strategic Planning, Investment Banking, Capital Markets, Leveraged Finance, Mergers & Acquisitions, Due Diligence, SaaS, Corporate Finance, Mergers, Fundraising, Valuation
Education
Kellogg Graduate School of Management 2013 — 2015
Master of Business Administration (M.B.A.)
University of Wisconsin-Madison 2001 — 2005
Finance, Political Science
Golub Capital November 2009 - Present
One Hope United January 2012 - December 2013
Saybrook Capital August 2007 - July 2009
Deutsche Bank December 2005 - July 2007
Robert W. Baird June 2005 - December 2005
Skills
Private Equity, Financial Modeling, Financial Analysis, Sales, Investments, Strategic Planning, Investment Banking, Capital Markets, Leveraged Finance, Mergers & Acquisitions, Due Diligence, SaaS, Corporate Finance, Mergers, Fundraising, Valuation
Education
Kellogg Graduate School of Management 2013 — 2015
Master of Business Administration (M.B.A.)
University of Wisconsin-Madison 2001 — 2005
Finance, Political Science
Haly Besaw, CRPC® Haly Besaw, CRPC®'s Robert W. Baird Experience April 2009 - Present
Job Financial Advisor at Robert W. Baird
Industry Financial Services
Experience
Robert W. Baird April 2009 - Present
Merrill Lynch August 2007 - December 2008
City of Cedarburg April 2004 - April 2008
Manpower October 2004 - July 2007
Halyb February 1997 - December 2005
Naval Air Warfare Center, Point Mugu October 1986 - January 1997
Education
Milwaukee School of Engineering 1981 — 1985
BSEE, Electrical Engineering
St. John the Baptist
St. Joseph Academy
Robert W. Baird April 2009 - Present
Merrill Lynch August 2007 - December 2008
City of Cedarburg April 2004 - April 2008
Manpower October 2004 - July 2007
Halyb February 1997 - December 2005
Naval Air Warfare Center, Point Mugu October 1986 - January 1997
Education
Milwaukee School of Engineering 1981 — 1985
BSEE, Electrical Engineering
St. John the Baptist
St. Joseph Academy
Zach Jackson, CFA Zach Jackson, CFA's Robert W. Baird Experience June 1999 - August 2002
Job Vice President at QIC
Industry Venture Capital & Private Equity
Experience
QIC September 2014 - Present
QIC August 2012 - September 2014
QIC September 2011 - August 2012
Brandes Investment Partners June 2010 - September 2010
Context Capital Management, LLC June 2006 - June 2009
Allianz Global Investors Capital (Previously Nicholas Applegate) June 2004 - June 2006
Linsco / Private Ledger (LPL Financial) January 2003 - June 2004
Robert W. Baird June 1999 - August 2002
Skills
Private Equity, Equities, Hedge Funds, Financial Modeling, Portfolio Management, Asset Management, Due Diligence, Alternative Investments, Fixed Income, Economics, Investments, Valuation, Capital Markets, Financial Analysis, Investment Advisory, Finance, Investment Strategies, Equity Research, Financial Advisory, Emerging Markets, Asset Managment
Education
University of California, San Diego - The Rady School of Management 2009 — 2011
MBA, Finance
San Diego State University-California State University 1998 — 2002
BSc, Financial Services
QIC September 2014 - Present
QIC August 2012 - September 2014
QIC September 2011 - August 2012
Brandes Investment Partners June 2010 - September 2010
Context Capital Management, LLC June 2006 - June 2009
Allianz Global Investors Capital (Previously Nicholas Applegate) June 2004 - June 2006
Linsco / Private Ledger (LPL Financial) January 2003 - June 2004
Robert W. Baird June 1999 - August 2002
Skills
Private Equity, Equities, Hedge Funds, Financial Modeling, Portfolio Management, Asset Management, Due Diligence, Alternative Investments, Fixed Income, Economics, Investments, Valuation, Capital Markets, Financial Analysis, Investment Advisory, Finance, Investment Strategies, Equity Research, Financial Advisory, Emerging Markets, Asset Managment
Education
University of California, San Diego - The Rady School of Management 2009 — 2011
MBA, Finance
San Diego State University-California State University 1998 — 2002
BSc, Financial Services
Kristy Unkel, CIMA Kristy Unkel, CIMA's Robert W. Baird Experience February 2004 - March 2011
Job Institutional Sales & Marketing at Artisan Partners
Industry Financial Services
Experience
Artisan Partners March 2011 - Present
Robert W. Baird February 2004 - March 2011
Niche Sampling Inc. April 1997 - January 2003
Education
University of Wisconsin-Milwaukee - Lubar School of Business 2002 — 2004
MS, Financial Analysis
Tulane University 1989 — 1993
BA, Economics
Artisan Partners March 2011 - Present
Robert W. Baird February 2004 - March 2011
Niche Sampling Inc. April 1997 - January 2003
Education
University of Wisconsin-Milwaukee - Lubar School of Business 2002 — 2004
MS, Financial Analysis
Tulane University 1989 — 1993
BA, Economics
Ryan Nelson, CFA Ryan Nelson, CFA's Robert W. Baird Experience September 2007 - September 2014
Job Managing Principal and Portfolio Manager at RedTree Investment Group
Industry Investment Management
Experience
RedTree Investment Group September 2014 - Present
Robert W. Baird September 2007 - September 2014
Seasongood Asset Management 2001 - 2007
Fort Washington Investment Advisors 1999 - 2001
Leshner Financial Services 1994 - 1999
Skills
Portfolio Management, Series 7, Investment Strategies, Investments
Education
Xavier University 1997 — 2000
MBA, Finance
University of Kentucky 1988 — 1993
Bachelor, Accounting
RedTree Investment Group September 2014 - Present
Robert W. Baird September 2007 - September 2014
Seasongood Asset Management 2001 - 2007
Fort Washington Investment Advisors 1999 - 2001
Leshner Financial Services 1994 - 1999
Skills
Portfolio Management, Series 7, Investment Strategies, Investments
Education
Xavier University 1997 — 2000
MBA, Finance
University of Kentucky 1988 — 1993
Bachelor, Accounting
Dean Langenfeld Dean Langenfeld's Robert W. Baird Experience November 2008 - March 2012
Job Technical Manager End User Computing | BPT Infrastructure & Operations
Industry Information Technology and Services
Experience
SC Johnson April 2012 - Present
Robert W. Baird November 2008 - March 2012
Duncan Solutions 2005 - 2008
Skills
Citrix, Netscaler, Access Gateway, Citrix Metaframe, Windows Server, VMware, Disaster Recovery, XenDesktop, XenApp, Infrastructure, Networking, Active Directory, Powershell, Application..., Data Center, Juniper Technologies, Troubleshooting, Microsoft Exchange, Juniper, Microsoft SQL Server, Backup Exec, IT Management, Virtualization, ITIL, Vendor Management
Education
University of Wisconsin-Milwaukee 2003 — 2005
BAS, Information Studies
Milwaukee Area Technical College 2001 — 2003
AAS, Computer Network Specialist
SC Johnson April 2012 - Present
Robert W. Baird November 2008 - March 2012
Duncan Solutions 2005 - 2008
Skills
Citrix, Netscaler, Access Gateway, Citrix Metaframe, Windows Server, VMware, Disaster Recovery, XenDesktop, XenApp, Infrastructure, Networking, Active Directory, Powershell, Application..., Data Center, Juniper Technologies, Troubleshooting, Microsoft Exchange, Juniper, Microsoft SQL Server, Backup Exec, IT Management, Virtualization, ITIL, Vendor Management
Education
University of Wisconsin-Milwaukee 2003 — 2005
BAS, Information Studies
Milwaukee Area Technical College 2001 — 2003
AAS, Computer Network Specialist
Sharon Langworthy Sharon Langworthy's Robert W. Baird Experience June 2007 - December 2007
Job Senior Administrative Assistant, Deloitte Services
Industry Financial Services
Experience
Deloitte August 2011 - Present
Crate & Barrel June 2007 - August 2011
Deloitte December 2007 - September 2008
Robert W. Baird June 2007 - December 2007
U.S. Cellular March 2007 - July 2007
U.S. Equities Realty January 2006 - December 2006
Advocate Illinois Masonic Medical Center September 2001 - December 2005
Skills
Outlook, Training, Accounting, Human Resources, Sales, Access, Marketing, Recruiting, Administrative..., Expense Management, Microsoft Excel, PowerPoint, Customer Service, Finance, Time Management, Executive Level..., Executive Office..., Leadership, Management, Program Management, Event Planning, Microsoft Office
Education
Saint Mary-of-the-Woods College 1986 — 1990
B.A., Political Science
Syracuse University 1988 — 1988
N/A, Semester Abroad, London Centre
Deloitte August 2011 - Present
Crate & Barrel June 2007 - August 2011
Deloitte December 2007 - September 2008
Robert W. Baird June 2007 - December 2007
U.S. Cellular March 2007 - July 2007
U.S. Equities Realty January 2006 - December 2006
Advocate Illinois Masonic Medical Center September 2001 - December 2005
Skills
Outlook, Training, Accounting, Human Resources, Sales, Access, Marketing, Recruiting, Administrative..., Expense Management, Microsoft Excel, PowerPoint, Customer Service, Finance, Time Management, Executive Level..., Executive Office..., Leadership, Management, Program Management, Event Planning, Microsoft Office
Education
Saint Mary-of-the-Woods College 1986 — 1990
B.A., Political Science
Syracuse University 1988 — 1988
N/A, Semester Abroad, London Centre
Norman R. Sherman, JD Norman R. Sherman, JD's Robert W. Baird Experience June 1996 - August 2001
Job President/CEO/CCO at Horace Mann Investors, Inc.
Industry Financial Services
Experience
Horace Mann Investors, Inc. March 2014 - Present
Horace Mann October 2009 - Present
TCF Investments 2002 - January 2009
Miller, Johnson, Steichen, Kinnard Inc. September 2001 - June 2002
Robert W. Baird June 1996 - August 2001
Skills
Series 24, Series 7, Series 63, Series 8, Series 14, Series 65, FINRA, Investments, KYC, Risk Management, Securities, Broker-Dealer, Mutual Funds, AML, OFAC, Investment Advisory, Insurance, Securities Regulation, Training, Portfolio Management, Financial Services, Bank Secrecy Act, Series 6, USA PATRIOT Act, Fixed Annuities, Uniform Combined State..., Financial Risk, Fraud
Education
Western State University College of Law 1979 — 1981
Juris Doctor, Law
University of Minnesota-Twin Cities 1973 — 1977
BA, Political Science & Criminology
St. Louis Park High School 1971 — 1973
Graduate
Horace Mann Investors, Inc. March 2014 - Present
Horace Mann October 2009 - Present
TCF Investments 2002 - January 2009
Miller, Johnson, Steichen, Kinnard Inc. September 2001 - June 2002
Robert W. Baird June 1996 - August 2001
Skills
Series 24, Series 7, Series 63, Series 8, Series 14, Series 65, FINRA, Investments, KYC, Risk Management, Securities, Broker-Dealer, Mutual Funds, AML, OFAC, Investment Advisory, Insurance, Securities Regulation, Training, Portfolio Management, Financial Services, Bank Secrecy Act, Series 6, USA PATRIOT Act, Fixed Annuities, Uniform Combined State..., Financial Risk, Fraud
Education
Western State University College of Law 1979 — 1981
Juris Doctor, Law
University of Minnesota-Twin Cities 1973 — 1977
BA, Political Science & Criminology
St. Louis Park High School 1971 — 1973
Graduate
Blaine Gibson Blaine Gibson's Robert W. Baird Experience December 2007 - Present
Job Vice President AWMA ® Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird December 2007 - Present
Charter One Bank September 2006 - December 2007
JP Morgan December 2003 - September 2006
Skills
Investment Strategies, Asset Allocation, Financial Advisory, Financial Services, Management, Wealth Management, Retirement Planning, Series 7, Series 63, Series 10, Investments, Retirement
Education
Ripon College 1976 — 1981
Bachelor of Arts (B.A.), Fine/Studio Arts, General
Robert W. Baird December 2007 - Present
Charter One Bank September 2006 - December 2007
JP Morgan December 2003 - September 2006
Skills
Investment Strategies, Asset Allocation, Financial Advisory, Financial Services, Management, Wealth Management, Retirement Planning, Series 7, Series 63, Series 10, Investments, Retirement
Education
Ripon College 1976 — 1981
Bachelor of Arts (B.A.), Fine/Studio Arts, General
Brian Brylow Brian Brylow's Robert W. Baird Experience January 2005 - July 2010
Job Strategy | Leadership | | Business Technology Advisor | Musician | Sound Designer
Industry Information Technology and Services
Experience
TalanEdge Consulting October 2010 - Present
Compuware May 2011 - September 2013
Compuware March 2011 - September 2013
Robert W. Baird January 2005 - July 2010
Robert W. Baird November 2003 - January 2010
Robert W. Baird January 2001 - November 2003
Robert W. Baird April 1998 - January 2001
Greenbrier & Russel 1995 - 1998
Microtek Systems Inc 1992 - 1995
Skills
Program Management, Leadership Development, Operations Management, Strategic Planning, Coaching, Critical Thinking, IT Strategy, Engagement Management, Facilitations, Enterprise Architecture, Information Security, SDLC, Social Media, Project Management, Business Intelligence, CRM, Risk Assessment, IT Security, Cloud Computing, Strategic Assessments, Senior Executive..., Team Building, Pre-Sales Consulting, Post-sale Support, Talent Management, Business Continuity..., Enterprise Software, Strategy, Change Management, Culture Change, ITIL v3 Foundations..., Creative Conception, Disaster Recovery, Public Speaking, Business Development, Salesforce.com, Business Analysis, SaaS, Leadership, Security, Professional Services, Team Leadership, Business Process..., Networking, Business Strategy, Integration, Information Technology, Executive Management, Management, Project Portfolio...
Education
Milwaukee Area Technical College 1981 — 1983
1983, Restaurant & Hotel Management
TalanEdge Consulting October 2010 - Present
Compuware May 2011 - September 2013
Compuware March 2011 - September 2013
Robert W. Baird January 2005 - July 2010
Robert W. Baird November 2003 - January 2010
Robert W. Baird January 2001 - November 2003
Robert W. Baird April 1998 - January 2001
Greenbrier & Russel 1995 - 1998
Microtek Systems Inc 1992 - 1995
Skills
Program Management, Leadership Development, Operations Management, Strategic Planning, Coaching, Critical Thinking, IT Strategy, Engagement Management, Facilitations, Enterprise Architecture, Information Security, SDLC, Social Media, Project Management, Business Intelligence, CRM, Risk Assessment, IT Security, Cloud Computing, Strategic Assessments, Senior Executive..., Team Building, Pre-Sales Consulting, Post-sale Support, Talent Management, Business Continuity..., Enterprise Software, Strategy, Change Management, Culture Change, ITIL v3 Foundations..., Creative Conception, Disaster Recovery, Public Speaking, Business Development, Salesforce.com, Business Analysis, SaaS, Leadership, Security, Professional Services, Team Leadership, Business Process..., Networking, Business Strategy, Integration, Information Technology, Executive Management, Management, Project Portfolio...
Education
Milwaukee Area Technical College 1981 — 1983
1983, Restaurant & Hotel Management
Penny Cruse Penny Cruse's Robert W. Baird Experience July 1997 - Present
Job Vice President at Robert W. Baird
Industry Financial Services
Experience
Robert W. Baird July 1997 - Present
Robert W. Baird & Co. Inc. 1997 - Present
E.F. Hutton & Co. July 1981 - April 1988
Education
Miami University 1977 — 1981
BA, Political Science, Philosophy
Homestead High School
Robert W. Baird July 1997 - Present
Robert W. Baird & Co. Inc. 1997 - Present
E.F. Hutton & Co. July 1981 - April 1988
Education
Miami University 1977 — 1981
BA, Political Science, Philosophy
Homestead High School
Charley Stewart's Robert W. Baird Experience March 2009 - Present
Job Senior Vice President at Robert W. Baird
Industry Financial Services
Experience
Robert W. Baird March 2009 - Present
Education
University of Minnesota-Twin Cities 1974 — 1978
Bachelor, Business
Robert W. Baird March 2009 - Present
Education
University of Minnesota-Twin Cities 1974 — 1978
Bachelor, Business
Jill Balla Shaw Jill Balla Shaw's Robert W. Baird Experience September 1997 - July 1999
Job Chiropractor & Owner, JBS Wellness LLC
Industry Alternative Medicine
Experience
JBS Wellness LLC January 2008 - Present
Davenport & Company LLC October 1999 - October 2001
Robert W. Baird September 1997 - July 1999
Skills
Back Pain, Holistic Health, Healing, Therapeutic Massage, Myofascial Release, Craniosacral Therapy, Neck Pain, Spine, Stress, Public Speaking, Stress Management, Fibromyalgia, Natural Fertility, Pain Management, Nutritional Therapy, Nutrition, Wellness, Chiropractic, Therapists
Education
Palmer College of Chiropractic 2003 — 2007
D.C., Chiropractic
Northern Michigan University 1991 — 1995
B.S., Finance
Port Huron Northern 1987 — 1991
High School
JBS Wellness LLC January 2008 - Present
Davenport & Company LLC October 1999 - October 2001
Robert W. Baird September 1997 - July 1999
Skills
Back Pain, Holistic Health, Healing, Therapeutic Massage, Myofascial Release, Craniosacral Therapy, Neck Pain, Spine, Stress, Public Speaking, Stress Management, Fibromyalgia, Natural Fertility, Pain Management, Nutritional Therapy, Nutrition, Wellness, Chiropractic, Therapists
Education
Palmer College of Chiropractic 2003 — 2007
D.C., Chiropractic
Northern Michigan University 1991 — 1995
B.S., Finance
Port Huron Northern 1987 — 1991
High School
Kyle Palmieri Kyle Palmieri's Robert W. Baird Experience May 2007 - July 2008
Job Senior Financial Analyst at Stride Rite
Industry Retail
Experience
Stride Rite June 2015 - Present
Larry H. Miller Management Corporation January 2014 - Present
Boart Longyear June 2012 - December 2013
Ithaka August 2010 - June 2012
Accessory Network Group February 2009 - August 2010
Macy's October 2008 - January 2009
Morgan Stanley August 2008 - October 2008
Robert W. Baird May 2007 - July 2008
GOJO Industries May 2006 - August 2006
Education
University of Dayton 2003 — 2007
Bachelor, Finance, International Business
Stride Rite June 2015 - Present
Larry H. Miller Management Corporation January 2014 - Present
Boart Longyear June 2012 - December 2013
Ithaka August 2010 - June 2012
Accessory Network Group February 2009 - August 2010
Macy's October 2008 - January 2009
Morgan Stanley August 2008 - October 2008
Robert W. Baird May 2007 - July 2008
GOJO Industries May 2006 - August 2006
Education
University of Dayton 2003 — 2007
Bachelor, Finance, International Business
Connie Bladon Connie Bladon's Robert W. Baird Experience April 1996 - December 2006
Job Executive Director, Florida Hospital Wesley Chapel Foundation
Industry Hospital & Health Care
Experience
Florida Hospital Wesley Chapel Foundation June 2011 - Present
Synovus Bank November 2007 - June 2011
Robert W. Baird April 1996 - December 2006
Shearson/Smith Barney May 1982 - April 1996
Skills
Non-profits, Fundraising, Healthcare, Business Development, Event Planning, Budgets, Community Outreach, Philanthropy, Coaching, Leadership Development, Customer Service, Team Building, Program Development, Volunteer Management, Public Speaking, Sales Management, Nonprofits, Marketing, Small Business, Sales, New Business Development, Financial Analysis, Strategic Planning, Training, Leadership, Management, Team Leadership, Public Relations, Staff Development, Entrepreneurship, Organizational..., Marketing Strategy, Contract Negotiation, Recruiting, Risk Management, Negotiation, Finance, Business Planning, Strategy, Change Management, Account Management, Program Management, Investments, Event Management, Marketing Communications, Start-ups
Education
University of Chicago School of Graduate Business 2002 — 2005
Sr. Investment Consultant, Business
Wharton School of Business 2000 — 2001
CIMA, Certified Investment Management Analyst
Springfield College
B.S., Education and Psychology
Florida Hospital Wesley Chapel Foundation June 2011 - Present
Synovus Bank November 2007 - June 2011
Robert W. Baird April 1996 - December 2006
Shearson/Smith Barney May 1982 - April 1996
Skills
Non-profits, Fundraising, Healthcare, Business Development, Event Planning, Budgets, Community Outreach, Philanthropy, Coaching, Leadership Development, Customer Service, Team Building, Program Development, Volunteer Management, Public Speaking, Sales Management, Nonprofits, Marketing, Small Business, Sales, New Business Development, Financial Analysis, Strategic Planning, Training, Leadership, Management, Team Leadership, Public Relations, Staff Development, Entrepreneurship, Organizational..., Marketing Strategy, Contract Negotiation, Recruiting, Risk Management, Negotiation, Finance, Business Planning, Strategy, Change Management, Account Management, Program Management, Investments, Event Management, Marketing Communications, Start-ups
Education
University of Chicago School of Graduate Business 2002 — 2005
Sr. Investment Consultant, Business
Wharton School of Business 2000 — 2001
CIMA, Certified Investment Management Analyst
Springfield College
B.S., Education and Psychology
Audrey Warner's Robert W. Baird Experience January 2015 - Present
Job Director at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird January 2015 - Present
Robert W. Baird & Co. August 2002 - December 2014
Andersen 1996 - 2002
Skills
Financial Services
Education
Oakland University 1976 — 1979
BS, Management
Robert W. Baird January 2015 - Present
Robert W. Baird & Co. August 2002 - December 2014
Andersen 1996 - 2002
Skills
Financial Services
Education
Oakland University 1976 — 1979
BS, Management
Amy Kerrigan Webb Amy Kerrigan Webb's Robert W. Baird Experience July 2006 - April 2008
Job Sr Account Executive at Rocket Fuel
Industry Online Media
Experience
Rocket Fuel Inc. November 2013 - Present
Sugar Inc. April 2012 - November 2013
Sugar Inc. December 2010 - June 2012
Sugar Inc. October 2009 - November 2010
LECG June 2008 - October 2009
Robert W. Baird July 2006 - April 2008
Teach For America June 2002 - August 2004
Skills
Competitive Analysis, Strategic Partnerships, Digital Media, Business Development, Cross-functional Team..., Start-ups, Social Media, Business Strategy, E-commerce, Digital Marketing, Online Advertising
Education
The University of Chicago Booth School of Business 2004 — 2006
MBA, Economics & Finance
University of Colorado Boulder 1997 — 2002
BS, Computer Science Engineering
Rocket Fuel Inc. November 2013 - Present
Sugar Inc. April 2012 - November 2013
Sugar Inc. December 2010 - June 2012
Sugar Inc. October 2009 - November 2010
LECG June 2008 - October 2009
Robert W. Baird July 2006 - April 2008
Teach For America June 2002 - August 2004
Skills
Competitive Analysis, Strategic Partnerships, Digital Media, Business Development, Cross-functional Team..., Start-ups, Social Media, Business Strategy, E-commerce, Digital Marketing, Online Advertising
Education
The University of Chicago Booth School of Business 2004 — 2006
MBA, Economics & Finance
University of Colorado Boulder 1997 — 2002
BS, Computer Science Engineering
Justin Rees Justin Rees's Robert W. Baird Experience 2008 - 2010
Job Financial Advisor at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. June 2012 - Present
Wells Fargo Advisors, LLC 2010 - July 2012
Robert W. Baird 2008 - 2010
Skills
Financial Modeling, Financial Analysis, Investments, Securities, Portfolio Management, Valuation, Corporate Finance, Finance, Capital Markets, Investment Banking, Private Equity, Risk Management, Due Diligence, Investor Relations
Education
University of Florida 2007 — 2008
MBA
Tecnológico de Monterrey 2006 — 2007
MBA
University of Florida 2001 — 2006
BS - Agricultural and Biological Engineering
Pine View
Riverview High School
High School
Robert W. Baird & Co. June 2012 - Present
Wells Fargo Advisors, LLC 2010 - July 2012
Robert W. Baird 2008 - 2010
Skills
Financial Modeling, Financial Analysis, Investments, Securities, Portfolio Management, Valuation, Corporate Finance, Finance, Capital Markets, Investment Banking, Private Equity, Risk Management, Due Diligence, Investor Relations
Education
University of Florida 2007 — 2008
MBA
Tecnológico de Monterrey 2006 — 2007
MBA
University of Florida 2001 — 2006
BS - Agricultural and Biological Engineering
Pine View
Riverview High School
High School
Michael J. Kelly Michael J. Kelly's Robert W. Baird Experience February 1990 - January 2006
Job Branch Director at UBS Financial Services, Inc./ Helping Financial Advisors Grow and Prosper
Industry Financial Services
Experience
UBS Financial Services, Inc September 2011 - Present
Great Lakes Retirement Plan Consultants of UBS Financial Services, Inc. September 2011 - Present
UBS Wealth Management September 2011 - Present
Raymond James Financial Inc. October 2009 - September 2011
Robert W. Baird February 1990 - January 2006
Robert W. Baird & Co. February 1990 - January 2006
ADP August 1989 - February 1990
Baxter Healthcare June 1987 - August 1989
Unisys July 1983 - May 1987
Skills
Finance
Education
Saint Mary's University of Minnesota 1980 — 1983
B.A., Computer Science/Marketing
Saint Laurence High School 1974 — 1978
UBS Financial Services, Inc September 2011 - Present
Great Lakes Retirement Plan Consultants of UBS Financial Services, Inc. September 2011 - Present
UBS Wealth Management September 2011 - Present
Raymond James Financial Inc. October 2009 - September 2011
Robert W. Baird February 1990 - January 2006
Robert W. Baird & Co. February 1990 - January 2006
ADP August 1989 - February 1990
Baxter Healthcare June 1987 - August 1989
Unisys July 1983 - May 1987
Skills
Finance
Education
Saint Mary's University of Minnesota 1980 — 1983
B.A., Computer Science/Marketing
Saint Laurence High School 1974 — 1978
Rick Harrison Rick Harrison's Robert W. Baird Experience October 2007 - October 2008
Job Recruiting Manager at Robert Half Finance & Accounting 6123399001
Industry Financial Services
Experience
Robert Half Finance & Accounting July 2009 - Present
Accountemps - Robert Half International May 2009 - July 2009
Robert W. Baird October 2007 - October 2008
UBS Financial Services March 2007 - September 2007
Hyrian 2006 - 2007
Piper Jaffray 2005 - 2006
Skills
Technical Recruiting, Talent Acquisition, Interviews, Recruiting, Payroll, Search, Taleo, Onboarding, Sourcing, Microsoft Excel, Applicant Tracking..., Accounting, Executive Search, College Recruiting, Management, Staffing Services, Internet Recruiting, Training, Temporary Placement, Process Improvement
Education
Edina 1997 — 2000
The University of North Dakota
University of Leicester
Psychology
Robert Half Finance & Accounting July 2009 - Present
Accountemps - Robert Half International May 2009 - July 2009
Robert W. Baird October 2007 - October 2008
UBS Financial Services March 2007 - September 2007
Hyrian 2006 - 2007
Piper Jaffray 2005 - 2006
Skills
Technical Recruiting, Talent Acquisition, Interviews, Recruiting, Payroll, Search, Taleo, Onboarding, Sourcing, Microsoft Excel, Applicant Tracking..., Accounting, Executive Search, College Recruiting, Management, Staffing Services, Internet Recruiting, Training, Temporary Placement, Process Improvement
Education
Edina 1997 — 2000
The University of North Dakota
University of Leicester
Psychology
Matthew Tschanz, CPA's Robert W. Baird Experience July 2007 - March 2009
Job Vice President FP&A at CDK Global
Industry Information Technology and Services
Experience
CDK Global April 2015 - Present
Hillshire Brands June 2013 - April 2015
Career Education Corporation March 2009 - June 2013
Robert W. Baird July 2007 - March 2009
Protiviti Incorporated June 2003 - June 2007
Abbott Laboratories June 1998 - June 2003
Skills
Corporate Finance, Mergers & Acquisitions, Investment Banking, Board Presentations, Management Consulting, Strategic Planning, Business Strategy, Operations Management, Commercial Finance, Financial Planning, Financial Analysis, Investor Relations, Financial Accounting, Corporate Governance, Internal Audit, SOX, Certified Public..., Certified Internal..., Certified Information..., Mergers, Sarbanes-Oxley Act, Strategic Financial..., CPA, Strategy, Accounting, Budgets, Finance, Forecasting, Financial Reporting, Analysis, Financial Risk, Enterprise Risk..., Auditing, Executive Management, CISA
Education
Northwestern University - Kellogg School of Management
Master of Business Administration, Finance, Management & Strategy, Biotechnology
Marquette University 1994 — 1998
Bachelor of Science, Accounting
Carmel High School
CDK Global April 2015 - Present
Hillshire Brands June 2013 - April 2015
Career Education Corporation March 2009 - June 2013
Robert W. Baird July 2007 - March 2009
Protiviti Incorporated June 2003 - June 2007
Abbott Laboratories June 1998 - June 2003
Skills
Corporate Finance, Mergers & Acquisitions, Investment Banking, Board Presentations, Management Consulting, Strategic Planning, Business Strategy, Operations Management, Commercial Finance, Financial Planning, Financial Analysis, Investor Relations, Financial Accounting, Corporate Governance, Internal Audit, SOX, Certified Public..., Certified Internal..., Certified Information..., Mergers, Sarbanes-Oxley Act, Strategic Financial..., CPA, Strategy, Accounting, Budgets, Finance, Forecasting, Financial Reporting, Analysis, Financial Risk, Enterprise Risk..., Auditing, Executive Management, CISA
Education
Northwestern University - Kellogg School of Management
Master of Business Administration, Finance, Management & Strategy, Biotechnology
Marquette University 1994 — 1998
Bachelor of Science, Accounting
Carmel High School
Stephanie Gregoire Stephanie Gregoire's Robert W. Baird Experience February 1991 - April 1998
Job General Manager at Days Inn Hotel & Suites Airport Dome NDSU Location
Industry Hospitality
Experience
Days Inn Hotel & Suites March 2011 - Present
United Healthcare July 2010 - December 2010
Aflac February 2010 - July 2010
Ameriprise Financial - Contracted through CDI IT Solutions November 2000 - October 2009
RBC Dain Rauscher April 1997 - January 2000
Robert W. Baird February 1991 - April 1998
Education
Kaplan - Insurance courses 2010 — 2010
Insurance License
ITIL Foundation Version 3 2009 — 2009
ITIL version 3
The University of North Dakota 1981 — 1986
B.S., Management (May)/ Marketing (Dec)
Days Inn Hotel & Suites March 2011 - Present
United Healthcare July 2010 - December 2010
Aflac February 2010 - July 2010
Ameriprise Financial - Contracted through CDI IT Solutions November 2000 - October 2009
RBC Dain Rauscher April 1997 - January 2000
Robert W. Baird February 1991 - April 1998
Education
Kaplan - Insurance courses 2010 — 2010
Insurance License
ITIL Foundation Version 3 2009 — 2009
ITIL version 3
The University of North Dakota 1981 — 1986
B.S., Management (May)/ Marketing (Dec)
Timothy Braun, CMT Timothy Braun, CMT's Robert W. Baird Experience April 1998 - April 2007
Job Financial Advisor, Vice President and Member of the Executive Board at Market Technicians Association
Industry Financial Services
Experience
Market Technicians Association July 2013 - Present
Major US Wealth Management firm that rhymes with ABC April 2007 - Present
MN Chapter of the Market Technicians Association 2010 - 2015
Robert W. Baird April 1998 - April 2007
Skills
Technical Analysis, Asset Allocation, Retirement Planning, Wealth Management, Financial Planning, Retirement, Investment Advisory, Investment Strategies, Investments, Asset Management, Retirement Income..., Wealth Accumulation, Investment Policy, Alternative Investments, Long Term Care, Portfolio Management, Saving for Education, Mutual Funds, Tactical Asset..., Annuities, Stocks
Education
University of Minnesota - Carlson School of Management 1983 — 1986
Bachelor of Science, Business
Robbinsdale
Market Technicians Association July 2013 - Present
Major US Wealth Management firm that rhymes with ABC April 2007 - Present
MN Chapter of the Market Technicians Association 2010 - 2015
Robert W. Baird April 1998 - April 2007
Skills
Technical Analysis, Asset Allocation, Retirement Planning, Wealth Management, Financial Planning, Retirement, Investment Advisory, Investment Strategies, Investments, Asset Management, Retirement Income..., Wealth Accumulation, Investment Policy, Alternative Investments, Long Term Care, Portfolio Management, Saving for Education, Mutual Funds, Tactical Asset..., Annuities, Stocks
Education
University of Minnesota - Carlson School of Management 1983 — 1986
Bachelor of Science, Business
Robbinsdale
Brian Fairchild Brian Fairchild's Robert W. Baird Experience July 2007 - April 2014
Job Director at Cornerstone Financial Advisors, LLC
Industry Investment Banking
Experience
Cornerstone Financial Advisors, LLC July 2014 - Present
Robert W. Baird July 2007 - April 2014
Education
Northwestern University - Kellogg School of Management 2005 — 2007
Vanderbilt University
Cornerstone Financial Advisors, LLC July 2014 - Present
Robert W. Baird July 2007 - April 2014
Education
Northwestern University - Kellogg School of Management 2005 — 2007
Vanderbilt University
Lee Zimmerman's Robert W. Baird Experience September 1990 - Present
Job Managing Director at Robert W. Baird
Industry Financial Services
Experience
Robert W. Baird September 1990 - Present
Education
University of Arizona
Bachelors, Finance
Robert W. Baird September 1990 - Present
Education
University of Arizona
Bachelors, Finance
Scott Jucovics's Robert W. Baird Experience 2000 - 2001
Job Senior Manager, Information Technology at Wheels, Inc.
Industry Information Technology and Services
Experience
Wheels, Inc. June 2008 - Present
Risetime February 2008 - May 2008
Strategic Feedback Inc. September 2001 - January 2008
Robert W. Baird 2000 - 2001
Parian 1997 - 2000
Skills
SharePoint, Agile Methodologies, Business Intelligence, Project Management, PMP, SDLC, Business Process, Process Improvement, Cross-functional Team..., Enterprise Architecture, Microsoft SQL Server, Quality Assurance, Vendor Management, Software Project..., Software Development, Program Management, Requirements Gathering, Business Process..., Management, IT Strategy, Business Analysis, Requirements Analysis, .NET, ASP.NET, Databases, Leadership, Project Portfolio..., Resource Management, JavaScript, Quality Center, SSIS, VB.NET, MS Project, PMO, SOA, Data Warehousing, Visual Studio, SQL Server Management..., MDX, OLAP, DTS, LoadRunner, Agile & Waterfall..., Iterative Methodologies, TestComplete, Change Management, Integration, Consulting, IT Management, Information Technology
Education
University of Maine 1992 — 1997
Bachelor of Science (B.S.), Computer Egineering
Wheels, Inc. June 2008 - Present
Risetime February 2008 - May 2008
Strategic Feedback Inc. September 2001 - January 2008
Robert W. Baird 2000 - 2001
Parian 1997 - 2000
Skills
SharePoint, Agile Methodologies, Business Intelligence, Project Management, PMP, SDLC, Business Process, Process Improvement, Cross-functional Team..., Enterprise Architecture, Microsoft SQL Server, Quality Assurance, Vendor Management, Software Project..., Software Development, Program Management, Requirements Gathering, Business Process..., Management, IT Strategy, Business Analysis, Requirements Analysis, .NET, ASP.NET, Databases, Leadership, Project Portfolio..., Resource Management, JavaScript, Quality Center, SSIS, VB.NET, MS Project, PMO, SOA, Data Warehousing, Visual Studio, SQL Server Management..., MDX, OLAP, DTS, LoadRunner, Agile & Waterfall..., Iterative Methodologies, TestComplete, Change Management, Integration, Consulting, IT Management, Information Technology
Education
University of Maine 1992 — 1997
Bachelor of Science (B.S.), Computer Egineering
Rick Tepe Rick Tepe's Robert W. Baird Experience June 2004 - July 2009
Job Group Manager Investor Relations at Target
Industry Retail
Experience
Goodwill/Easter Seals August 2012 - Present
Target March 2015 - Present
Target December 2013 - March 2015
Target January 2013 - December 2013
Target June 2011 - January 2013
Carlson Consulting Enterprise March 2010 - May 2011
Target June 2010 - August 2010
Robert W. Baird June 2004 - July 2009
Skills
Corporate Finance, Strategic Financial..., Financial Analysis, Forecasting, Business Strategy, Collaboration, Valuation, Competitive Analysis, Investments, Financial Modeling, Data Analysis, Equity Valuation, Equity Research, Analysis, Due Diligence, Strategy
Education
University of Minnesota - Carlson School of Management 2009 — 2011
MBA, Strategic Management, Finance
University of Wisconsin-Madison - School of Business 2001 — 2004
BBS, Finance
Goodwill/Easter Seals August 2012 - Present
Target March 2015 - Present
Target December 2013 - March 2015
Target January 2013 - December 2013
Target June 2011 - January 2013
Carlson Consulting Enterprise March 2010 - May 2011
Target June 2010 - August 2010
Robert W. Baird June 2004 - July 2009
Skills
Corporate Finance, Strategic Financial..., Financial Analysis, Forecasting, Business Strategy, Collaboration, Valuation, Competitive Analysis, Investments, Financial Modeling, Data Analysis, Equity Valuation, Equity Research, Analysis, Due Diligence, Strategy
Education
University of Minnesota - Carlson School of Management 2009 — 2011
MBA, Strategic Management, Finance
University of Wisconsin-Madison - School of Business 2001 — 2004
BBS, Finance
Carly Beitler Carly Beitler's Robert W. Baird Experience June 2009 - August 2009
Job Towers Watson Team Lead
Industry Human Resources
Experience
Towers Watson January 2014 - Present
Towers Watson March 2012 - December 2013
T. Rowe Price October 2010 - September 2011
Park Heights Preschool of Baltimore January 2008 - January 2010
Robert W. Baird June 2009 - August 2009
Education
University of Delaware
Bachelor of Science, Finance
Towers Watson January 2014 - Present
Towers Watson March 2012 - December 2013
T. Rowe Price October 2010 - September 2011
Park Heights Preschool of Baltimore January 2008 - January 2010
Robert W. Baird June 2009 - August 2009
Education
University of Delaware
Bachelor of Science, Finance
Denise Wypiszenski's Robert W. Baird Experience 2009 - 2010
Job President, Orchid Network LLC & Founder, The Orchid Alliance
Industry Financial Services
Experience
The Orchid Alliance 2013 - Present
Orchid Network LLC 2010 - Present
Cielo Talent January 2012 - December 2013
Robert W. Baird 2009 - 2010
Morgan Stanley Smith Barney 2009 - 2009
Smith Barney December 2008 - 2009
Smith Barney 2006 - 2008
Smith Barney 2004 - 2006
Smith Barney 1999 - 2004
Smith Barney 1999 - 1999
Skills
Training, Business Development, Talent Acquisition, Recruiting, Strategy, Coaching, Investments, Strategic Planning, Strategic Partnerships, Executive Search, Mutual Funds, Wealth Management, Management Consulting, Retirement Planning, Sales, Series 7, Sales Management, Financial Services, Entrepreneurship, Finance, Series 63, Consulting, Financial Advisory, Series 24, Management, Securities, Wealth Management..., FINRA
Education
University of Nebraska at Omaha 1988 — 1991
BSBA, Double Major: Finance & Banking
The Orchid Alliance 2013 - Present
Orchid Network LLC 2010 - Present
Cielo Talent January 2012 - December 2013
Robert W. Baird 2009 - 2010
Morgan Stanley Smith Barney 2009 - 2009
Smith Barney December 2008 - 2009
Smith Barney 2006 - 2008
Smith Barney 2004 - 2006
Smith Barney 1999 - 2004
Smith Barney 1999 - 1999
Skills
Training, Business Development, Talent Acquisition, Recruiting, Strategy, Coaching, Investments, Strategic Planning, Strategic Partnerships, Executive Search, Mutual Funds, Wealth Management, Management Consulting, Retirement Planning, Sales, Series 7, Sales Management, Financial Services, Entrepreneurship, Finance, Series 63, Consulting, Financial Advisory, Series 24, Management, Securities, Wealth Management..., FINRA
Education
University of Nebraska at Omaha 1988 — 1991
BSBA, Double Major: Finance & Banking
Karen Tomasini's Robert W. Baird Experience August 2012 - October 2012
Job Administrative Assistant at Exhibit Systems
Industry Marketing and Advertising
Experience
Exhibit Systems April 2014 - Present
Wild Impact Marketing October 2012 - March 2014
Robert W. Baird August 2012 - October 2012
Laughlin Constable August 2011 - April 2012
Time Warner Cable February 2011 - August 2011
Macy's October 2010 - February 2011
Sinclair Broadcast Group February 1986 - November 2009
Sinclair Broadcast Group January 1998 - January 2001
Sinclair Broadcast Group January 1989 - January 1998
Sinclair Broadcast Group January 1986 - January 1989
Skills
Accounts Payable, Accounts Receivable, Advertising, Invoicing, Account Reconciliation, Social Media, Outlook, Sales, Time Management, PeopleSoft, Microsoft Excel, Microsoft Word, Television, Accounting, Cash Receipts, Human Resources, Administrative..., Petty Cash, Training, Administrative..., Cashiering, Deposits, Client Billing, ProfitMaker
Education
Mount Mary College 1989 — 1989
Communication and Media Studies
MATC
Accounting
Menomonee Falls High School
Bookkeeping/Secretarial
Exhibit Systems April 2014 - Present
Wild Impact Marketing October 2012 - March 2014
Robert W. Baird August 2012 - October 2012
Laughlin Constable August 2011 - April 2012
Time Warner Cable February 2011 - August 2011
Macy's October 2010 - February 2011
Sinclair Broadcast Group February 1986 - November 2009
Sinclair Broadcast Group January 1998 - January 2001
Sinclair Broadcast Group January 1989 - January 1998
Sinclair Broadcast Group January 1986 - January 1989
Skills
Accounts Payable, Accounts Receivable, Advertising, Invoicing, Account Reconciliation, Social Media, Outlook, Sales, Time Management, PeopleSoft, Microsoft Excel, Microsoft Word, Television, Accounting, Cash Receipts, Human Resources, Administrative..., Petty Cash, Training, Administrative..., Cashiering, Deposits, Client Billing, ProfitMaker
Education
Mount Mary College 1989 — 1989
Communication and Media Studies
MATC
Accounting
Menomonee Falls High School
Bookkeeping/Secretarial
Dennis Michels Dennis Michels's Robert W. Baird Experience 2001 - 2011
Job First Vice President Investments at Moors & Cabot
Industry Financial Services
Experience
Moors & Cabot 2011 - Present
Robert W. Baird 2001 - 2011
Skills
Series 7, Financial Analysis, Investments, Wealth Management, Financial Advisory, Finance, Management, Estate Planning, Strategic Financial..., Mutual Funds, Portfolio Management, Securities, Equities, Mergers & Acquisitions, Financial Modeling, Financial Planning
Education
University of Michigan 1970 — 1974
BA, Economics
Moors & Cabot 2011 - Present
Robert W. Baird 2001 - 2011
Skills
Series 7, Financial Analysis, Investments, Wealth Management, Financial Advisory, Finance, Management, Estate Planning, Strategic Financial..., Mutual Funds, Portfolio Management, Securities, Equities, Mergers & Acquisitions, Financial Modeling, Financial Planning
Education
University of Michigan 1970 — 1974
BA, Economics
Michael Petros, CFP®, CRC® Michael Petros, CFP®, CRC®'s Robert W. Baird Experience April 2001 - Present
Job Senior VP/Associate Branch Manager at Robert W. Baird
Industry Financial Services
Experience
Robert W. Baird April 2001 - Present
Education
Oglethorpe University
CFP®, Certified Financial Planning Program
University of Florida
Robert W. Baird April 2001 - Present
Education
Oglethorpe University
CFP®, Certified Financial Planning Program
University of Florida
Gordon Owens Gordon Owens's Robert W. Baird Experience January 1998 - Present
Job Director at Robert W Baird
Industry Investment Management
Experience
Robert W Baird January 1998 - Present
A.G. Edwards April 1993 - April 1998
Skills
Series 7, Wealth Management, Investments, Series 63, Mutual Funds, Investment Advisory, Equities, Portfolio Management, Securities, Asset Allocation, Retirement Planning, Asset Management, Alternative Investments, FINRA, Investment Strategies, Financial Advisory, Series 24, Hedge Funds, Wealth Management..., 401k, Retirement, ETFs, Estate Planning, Strategic Financial..., Finance, Financial Analysis, Wealth, Financial Modeling, Investment Management, Financial Services, Valuation, Strategic Planning, Financial Planning
Education
University of Florida 1986 — 1990
BA, College of Liberal Arts and Sciences
Lake Forest High School 1982 — 1986
Robert W Baird January 1998 - Present
A.G. Edwards April 1993 - April 1998
Skills
Series 7, Wealth Management, Investments, Series 63, Mutual Funds, Investment Advisory, Equities, Portfolio Management, Securities, Asset Allocation, Retirement Planning, Asset Management, Alternative Investments, FINRA, Investment Strategies, Financial Advisory, Series 24, Hedge Funds, Wealth Management..., 401k, Retirement, ETFs, Estate Planning, Strategic Financial..., Finance, Financial Analysis, Wealth, Financial Modeling, Investment Management, Financial Services, Valuation, Strategic Planning, Financial Planning
Education
University of Florida 1986 — 1990
BA, College of Liberal Arts and Sciences
Lake Forest High School 1982 — 1986
Brenda Skelton Brenda Skelton's Robert W. Baird Experience 2007 - 2008
Job President, Siebert Lutheran Foundation
Industry Management Consulting
Experience
Siebert Lutheran Foundation August 2013 - Present
Brenda Skelton Consulting, LLC October 2008 - June 2013
Robert W. Baird 2007 - 2008
Northwestern Mutual 2002 - 2007
Milwaukee Wave 2001 - 2002
Midwest Airlines, Inc. 1987 - 2000
Laughlin Constable Advertising 1985 - 1987
Maybelline Cosmetics 1983 - 1984
Amway 1979 - 1983
Mead Johnson Nutritionals 1978 - 1982
Skills
Community Relations, Advertising, Strategic Planning, Stakeholder Relations, Team Management, Public Speaking, Fundraising, Non-profits, Marketing Communications, Public Relations, Social Media Marketing, Media Relations, Integrated Marketing, Event Planning, Corporate Communications, Marketing Strategy, Event Management, Online Marketing, Promotions, Facebook, Digital Marketing, Copywriting, Market Research, Change Management, Marketing, Leadership, Internal Communications, Editing, Community Development, Team Building, Crisis Communications, Social Media, Speech Writing, Nonprofits, Newsletters, Blogging, Management Consulting, Strategic Communications, Interviews, Strategy, Press Releases, Social Networking, Budgets, Sponsorship, Brand Management, Thought Leadership, Stakeholder Management
Education
University of Missouri-Columbia 1973 — 1977
B.S., Home Economics & Journalism, Graduated Magna Cum Laude
Siebert Lutheran Foundation August 2013 - Present
Brenda Skelton Consulting, LLC October 2008 - June 2013
Robert W. Baird 2007 - 2008
Northwestern Mutual 2002 - 2007
Milwaukee Wave 2001 - 2002
Midwest Airlines, Inc. 1987 - 2000
Laughlin Constable Advertising 1985 - 1987
Maybelline Cosmetics 1983 - 1984
Amway 1979 - 1983
Mead Johnson Nutritionals 1978 - 1982
Skills
Community Relations, Advertising, Strategic Planning, Stakeholder Relations, Team Management, Public Speaking, Fundraising, Non-profits, Marketing Communications, Public Relations, Social Media Marketing, Media Relations, Integrated Marketing, Event Planning, Corporate Communications, Marketing Strategy, Event Management, Online Marketing, Promotions, Facebook, Digital Marketing, Copywriting, Market Research, Change Management, Marketing, Leadership, Internal Communications, Editing, Community Development, Team Building, Crisis Communications, Social Media, Speech Writing, Nonprofits, Newsletters, Blogging, Management Consulting, Strategic Communications, Interviews, Strategy, Press Releases, Social Networking, Budgets, Sponsorship, Brand Management, Thought Leadership, Stakeholder Management
Education
University of Missouri-Columbia 1973 — 1977
B.S., Home Economics & Journalism, Graduated Magna Cum Laude
John Drosner John Drosner's Robert W. Baird Experience December 2008 - April 2010
Job Senior Manager at EY
Industry Financial Services
Experience
EY September 2014 - Present
Deloitte & Touche September 2010 - September 2014
Robert W. Baird December 2008 - April 2010
PricewaterhouseCoopers December 1998 - December 2008
Bay Bridge Airport - Capitol Air May 2004 - October 2006
Wells Fargo Bank May 1994 - December 1998
Skills
Securitization, Structured Finance, Valuation, Structured Products, Financial Analysis, MBS, Financial Services, Asset Management, Derivatives, Accounting, Finance, Management, Cash Flow, Investment Banking, Analysis, Bloomberg, Cash Flow Forecasting, Banking, Portfolio Management
Education
University of Maryland Baltimore County 1994 — 1994
B.A., Economics/ Finance
United States Naval Academy 1988 — 1992
Economics
EY September 2014 - Present
Deloitte & Touche September 2010 - September 2014
Robert W. Baird December 2008 - April 2010
PricewaterhouseCoopers December 1998 - December 2008
Bay Bridge Airport - Capitol Air May 2004 - October 2006
Wells Fargo Bank May 1994 - December 1998
Skills
Securitization, Structured Finance, Valuation, Structured Products, Financial Analysis, MBS, Financial Services, Asset Management, Derivatives, Accounting, Finance, Management, Cash Flow, Investment Banking, Analysis, Bloomberg, Cash Flow Forecasting, Banking, Portfolio Management
Education
University of Maryland Baltimore County 1994 — 1994
B.A., Economics/ Finance
United States Naval Academy 1988 — 1992
Economics
Steven Milvet, CFP® Steven Milvet, CFP®'s Robert W. Baird Experience August 2004 - Present
Job Financial Advisor
Industry Financial Services
Experience
Robert W. Baird August 2004 - Present
Skills
Financial Services, Investments, Wealth Management, Insurance, Retirement Planning, Mutual Funds, Series 7, Financial Planning, Asset Allocation, Securities, Retirement, Financial Analysis
Education
The University of Akron 1996 — 2000
BSBA, Finance
St. Thomas Aquinas
Robert W. Baird August 2004 - Present
Skills
Financial Services, Investments, Wealth Management, Insurance, Retirement Planning, Mutual Funds, Series 7, Financial Planning, Asset Allocation, Securities, Retirement, Financial Analysis
Education
The University of Akron 1996 — 2000
BSBA, Finance
St. Thomas Aquinas
Ramesh Rakam Ramesh Rakam's Robert W. Baird Experience 2007 - 2009
Job Sr. ETL/ Datawarehouse/BI/DBA
Industry Computer Software
Experience
Dallas Independent School District July 2015 - Present
Hub Group April 2015 - July 2015
BuySeasons, Inc. April 2012 - April 2015
IMS Health inc April 2009 - April 2012
compuware corp July 2007 - April 2009
Robert W. Baird 2007 - 2009
Johnson Controls April 2006 - June 2007
SoftPro Systems Ltd 2000 - 2005
Skills
Data Warehousing, SSIS, Business Intelligence, ETL, SSRS, SSAS 2008, Spotfire, SharePoint, PowerView, Dimensional Modeling, Databases, Microsoft SQL Server, ASP.NET, Data Integration, Database Design, Web Applications, .NET, Analysis Services, Software Project..., Database Administration, Visual Basic, TIBCO Spotfire
Education
Osmania University
M. Tech, Computer Science Engineering
Osmania University
M.Sc, Mathematics
Dallas Independent School District July 2015 - Present
Hub Group April 2015 - July 2015
BuySeasons, Inc. April 2012 - April 2015
IMS Health inc April 2009 - April 2012
compuware corp July 2007 - April 2009
Robert W. Baird 2007 - 2009
Johnson Controls April 2006 - June 2007
SoftPro Systems Ltd 2000 - 2005
Skills
Data Warehousing, SSIS, Business Intelligence, ETL, SSRS, SSAS 2008, Spotfire, SharePoint, PowerView, Dimensional Modeling, Databases, Microsoft SQL Server, ASP.NET, Data Integration, Database Design, Web Applications, .NET, Analysis Services, Software Project..., Database Administration, Visual Basic, TIBCO Spotfire
Education
Osmania University
M. Tech, Computer Science Engineering
Osmania University
M.Sc, Mathematics
Nicholas Juhle, CFA Nicholas Juhle, CFA's Robert W. Baird Experience May 2007 - September 2012
Job Vice President, Assistant Director of Wealth Management at Greenleaf Trust
Industry Financial Services
Experience
Greenleaf Trust October 2012 - Present
Robert W. Baird May 2007 - September 2012
Accenture December 2004 - May 2007
Cerner Corporation August 2003 - December 2004
Skills
Financial Modeling, Equity Research, Valuation, Financial Analysis, Equities, Investments, Mergers, Business Valuation, Management Consulting, Corporate Finance, Bloomberg, Private Equity, Portfolio Management, Asset Managment, Due Diligence, Venture Capital, Business Strategy, Business Analysis, Finance, Competitive Analysis, Analysis
Education
University of Michigan - Stephen M. Ross School of Business 1999 — 2003
BBA, Finance, Accounting
Greenleaf Trust October 2012 - Present
Robert W. Baird May 2007 - September 2012
Accenture December 2004 - May 2007
Cerner Corporation August 2003 - December 2004
Skills
Financial Modeling, Equity Research, Valuation, Financial Analysis, Equities, Investments, Mergers, Business Valuation, Management Consulting, Corporate Finance, Bloomberg, Private Equity, Portfolio Management, Asset Managment, Due Diligence, Venture Capital, Business Strategy, Business Analysis, Finance, Competitive Analysis, Analysis
Education
University of Michigan - Stephen M. Ross School of Business 1999 — 2003
BBA, Finance, Accounting
Matt Lang Matt Lang's Robert W. Baird Experience March 1999 - March 2004
Job Sr. Network Engineer at Presidio
Industry Information Technology and Services
Experience
Presidio June 2012 - Present
LPS Integration June 2008 - June 2012
3RT Networks August 2007 - June 2008
Gundersen Lutheran June 2004 - August 2007
First Federal Bank March 2004 - June 2004
Robert W. Baird March 1999 - March 2004
Strong Capital Management March 1998 - March 1999
United States Air Force September 1992 - March 1998
Skills
Routing Protocols, Cisco Technologies, WAN, Network Engineering, Routers, Security, Data Center, Firewalls, Network Design, Network Security, Virtualization, CCNP, Servers, Networking, Cisco IOS, LAN-WAN, Switches, DHCP, SAN, Network Architecture, VPN, Active Directory, VMware ESX, Cisco Nexus, Citrix, Storage Area Networks, Cisco Routers
Education
Park University 1995 — 1997
B.S., Management Information Systems
Middle Tennessee State University 1989 — 1991
Presidio June 2012 - Present
LPS Integration June 2008 - June 2012
3RT Networks August 2007 - June 2008
Gundersen Lutheran June 2004 - August 2007
First Federal Bank March 2004 - June 2004
Robert W. Baird March 1999 - March 2004
Strong Capital Management March 1998 - March 1999
United States Air Force September 1992 - March 1998
Skills
Routing Protocols, Cisco Technologies, WAN, Network Engineering, Routers, Security, Data Center, Firewalls, Network Design, Network Security, Virtualization, CCNP, Servers, Networking, Cisco IOS, LAN-WAN, Switches, DHCP, SAN, Network Architecture, VPN, Active Directory, VMware ESX, Cisco Nexus, Citrix, Storage Area Networks, Cisco Routers
Education
Park University 1995 — 1997
B.S., Management Information Systems
Middle Tennessee State University 1989 — 1991
Molly Martinez Molly Martinez's Robert W. Baird Experience November 2014 - Present
Job Vice PresidentFinancial Advisor at Robert W. Baird
Industry Financial Services
Experience
Robert W. Baird November 2014 - Present
McAdams Wright Ragen April 2009 - Present
UBS Financial August 2006 - April 2009
Piper Jaffray January 1994 - August 2006
Skills
Portfolio Management, Investments, Series 7, Asset Management, Strategic Planning, Strategy, Management, Wealth Management, Sales, Financial Planning
Education
Santa Clara University 1984 — 1988
Finance
Gonzaga-in-Florence 1986 — 1987
Junior year study abroad
Robert W. Baird November 2014 - Present
McAdams Wright Ragen April 2009 - Present
UBS Financial August 2006 - April 2009
Piper Jaffray January 1994 - August 2006
Skills
Portfolio Management, Investments, Series 7, Asset Management, Strategic Planning, Strategy, Management, Wealth Management, Sales, Financial Planning
Education
Santa Clara University 1984 — 1988
Finance
Gonzaga-in-Florence 1986 — 1987
Junior year study abroad
Ronald Erickson Ronald Erickson's Robert W. Baird Experience July 1993 - June 1996
Job Senior Walleye Wrangler at Pike Bay
Industry Investment Management
Experience
Pike Bay June 2004 - Present
E-IT Consulting June 1998 - June 2004
Norstan June 1996 - June 1998
Robert W. Baird July 1993 - June 1996
IBM Twin Cities MN 1972 - 1992
IBM Rochester August 1968 - May 1972
Education
University of Minnesota-Twin Cities 1965 — 1968
BME, Mechanical Engineering
Pike Bay June 2004 - Present
E-IT Consulting June 1998 - June 2004
Norstan June 1996 - June 1998
Robert W. Baird July 1993 - June 1996
IBM Twin Cities MN 1972 - 1992
IBM Rochester August 1968 - May 1972
Education
University of Minnesota-Twin Cities 1965 — 1968
BME, Mechanical Engineering
Joseph Kraft Joseph Kraft's Robert W. Baird Experience January 2010 - Present
Job Director at Robert W. Baird
Industry Financial Services
Experience
Robert W. Baird January 2010 - Present
Morgan Stanley Smith Barney July 2001 - January 2010
Salomon Smith Barney May 1993 - July 2001
Northern Trust May 1989 - May 1993
Education
University of Chicago 2010 — 2010
University of Illinois at Urbana-Champaign 1987 — 1989
BA, Economics
University of Illinois at Urbana-Champaign 1983 — 1987
Microbiology
Robert W. Baird January 2010 - Present
Morgan Stanley Smith Barney July 2001 - January 2010
Salomon Smith Barney May 1993 - July 2001
Northern Trust May 1989 - May 1993
Education
University of Chicago 2010 — 2010
University of Illinois at Urbana-Champaign 1987 — 1989
BA, Economics
University of Illinois at Urbana-Champaign 1983 — 1987
Microbiology
Bauer, Susie's Robert W. Baird Experience September 2004 - Present
Job 529/UIT Manager at Robert W. Baird
Industry Financial Services
Experience
Robert W. Baird September 2004 - Present
Robert W. Baird 2001 - September 2004
Robert W. Baird August 1997 - June 2004
Bauer Contemporary Ballet 1974 - 1996
Skills
529 Plans, Unit Investment Trusts, Product Marketing, Relationship Management, Team Building, Team Leadership, Series 24, Series 53, Series 7, Public Speaking, Series 63, Mutual Funds, Securities, FINRA, Investments, Leadership, Retirement Planning, IRAs, Financial Services, Asset Allocation, Wealth Management
Education
University of Illinois at Urbana-Champaign
MA, Choreography
University of Wisconsin-Milwaukee 1968 — 1974
BFA, Dance Performance & Choreography
Robert W. Baird September 2004 - Present
Robert W. Baird 2001 - September 2004
Robert W. Baird August 1997 - June 2004
Bauer Contemporary Ballet 1974 - 1996
Skills
529 Plans, Unit Investment Trusts, Product Marketing, Relationship Management, Team Building, Team Leadership, Series 24, Series 53, Series 7, Public Speaking, Series 63, Mutual Funds, Securities, FINRA, Investments, Leadership, Retirement Planning, IRAs, Financial Services, Asset Allocation, Wealth Management
Education
University of Illinois at Urbana-Champaign
MA, Choreography
University of Wisconsin-Milwaukee 1968 — 1974
BFA, Dance Performance & Choreography
Darin Hargreaves, MBA, CFP Darin Hargreaves, MBA, CFP's Robert W. Baird Experience August 2008 - September 2011
Job Senior Vice President, Regional Brokerage Manager at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors December 2013 - Present
Ameriprise Financial Services, Inc. August 2011 - December 2013
Robert W. Baird August 2008 - September 2011
Wachovia Securities, LLC January 2006 - August 2008
Wells Fargo January 2004 - January 2006
Prudential Financial March 2002 - March 2004
Prudential Financial September 2000 - February 2002
Edward Jones May 1995 - August 2000
US Army 1997 - 1999
U.S. Army 1988 - 1995
Skills
Risk Management, Strategic Planning, Coaching, Recruiting, Leadership Development, Business Planning, Strategic Financial..., Leadership, Training, Finance, Sales, Investments, Marketing, Sales Management
Education
Certified Financial Planner Board of Standards, Inc.
CFP - Certified Financial Planner
Wolrdwide Association of Business Coaches 2006 — 2006
RCC - Registered Corporate Coach™
Ameritus University 2002 — 2003
MBA - Master of Business Administration, Business Management
Institute of Business and Finance 1994 — 1995
CFS - Certified Fund Specialist
University of Minnesota-Twin Cities 1984 — 1988
Bachelor of Science
Wells Fargo Advisors December 2013 - Present
Ameriprise Financial Services, Inc. August 2011 - December 2013
Robert W. Baird August 2008 - September 2011
Wachovia Securities, LLC January 2006 - August 2008
Wells Fargo January 2004 - January 2006
Prudential Financial March 2002 - March 2004
Prudential Financial September 2000 - February 2002
Edward Jones May 1995 - August 2000
US Army 1997 - 1999
U.S. Army 1988 - 1995
Skills
Risk Management, Strategic Planning, Coaching, Recruiting, Leadership Development, Business Planning, Strategic Financial..., Leadership, Training, Finance, Sales, Investments, Marketing, Sales Management
Education
Certified Financial Planner Board of Standards, Inc.
CFP - Certified Financial Planner
Wolrdwide Association of Business Coaches 2006 — 2006
RCC - Registered Corporate Coach™
Ameritus University 2002 — 2003
MBA - Master of Business Administration, Business Management
Institute of Business and Finance 1994 — 1995
CFS - Certified Fund Specialist
University of Minnesota-Twin Cities 1984 — 1988
Bachelor of Science
Thomas Waldkirch Thomas Waldkirch's Robert W. Baird Experience July 1987 - Present
Job DirectorPrivate Wealth Management at Robert W. Baird & Co.
Industry Investment Management
Experience
Robert W. Baird July 1987 - Present
Education
Marquette University 1978 — 1981
Bachelor of Arts (BA), Journalism
Abbot Pennings High School 1974 — 1977
Robert W. Baird July 1987 - Present
Education
Marquette University 1978 — 1981
Bachelor of Arts (BA), Journalism
Abbot Pennings High School 1974 — 1977
Jaime Tyree's Robert W. Baird Experience September 2008 - July 2013
Job Currently seeking other opportunities
Industry Financial Services
Experience
Robert W. Baird & Co. July 2013 - July 2015
Robert W. Baird September 2008 - July 2013
WHG September 2006 - September 2008
Robert W. Baird March 1999 - September 2006
Skills
Series 63, Series 7, Securities, FINRA
Education
Silver Lake College 1997 — 1998
Robert W. Baird & Co. July 2013 - July 2015
Robert W. Baird September 2008 - July 2013
WHG September 2006 - September 2008
Robert W. Baird March 1999 - September 2006
Skills
Series 63, Series 7, Securities, FINRA
Education
Silver Lake College 1997 — 1998
Chip Alario Chip Alario's Robert W. Baird Experience 2012 - Present
Job Vice President, Financial Advisor at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird 2012 - Present
Wells Fargo Advisors January 2008 - March 2012
A.G. Edwards & Sons, Inc. May 1996 - January 2008
Prudential Securities, Inc. December 1993 - May 1996
Skills
Wealth Management, Portfolio Management, Retirement Planning, Estate Planning, Investment Advisory, Asset Allocation, Mutual Funds, Financial Advisory, Investment Strategies
Education
University of North Carolina at Chapel Hill 1983 — 1988
Bachelor of Arts (BA), Chemistry, Industrial Relations
Robert W. Baird 2012 - Present
Wells Fargo Advisors January 2008 - March 2012
A.G. Edwards & Sons, Inc. May 1996 - January 2008
Prudential Securities, Inc. December 1993 - May 1996
Skills
Wealth Management, Portfolio Management, Retirement Planning, Estate Planning, Investment Advisory, Asset Allocation, Mutual Funds, Financial Advisory, Investment Strategies
Education
University of North Carolina at Chapel Hill 1983 — 1988
Bachelor of Arts (BA), Chemistry, Industrial Relations
Josh Schoenfelder's Robert W. Baird Experience January 2010 - April 2014
Job Private Equity Associate at Arbor Investments
Industry Investment Banking
Experience
Arbor Investments April 2014 - Present
Robert W. Baird January 2010 - April 2014
Christenberry Collet & Company July 2009 - September 2009
B&J Lawn Care March 2000 - November 2008
Push America's Journey of Hope May 2008 - August 2008
JD Pierce Real Estate Development June 2005 - August 2005
Education
The University of Kansas 2004 — 2009
Accounting, Finance, Entrepreneurship
Arbor Investments April 2014 - Present
Robert W. Baird January 2010 - April 2014
Christenberry Collet & Company July 2009 - September 2009
B&J Lawn Care March 2000 - November 2008
Push America's Journey of Hope May 2008 - August 2008
JD Pierce Real Estate Development June 2005 - August 2005
Education
The University of Kansas 2004 — 2009
Accounting, Finance, Entrepreneurship
Justin Shapiro Justin Shapiro's Robert W. Baird Experience June 2008 - July 2010
Job Vice President at Navidar Group LLC
Industry Investment Banking
Experience
Navidar Group LLC January 2015 - Present
City Capital Advisors October 2011 - December 2014
Bare Deal LLC July 2010 - September 2011
Robert W. Baird June 2008 - July 2010
Skills
Mergers & Acquisitions, Financial Modeling, Valuation, Investment Banking, Entrepreneurship, Strategy, Marketing, Finance, Portfolio Management, Analysis, Due Diligence, Microsoft Excel, Financial Analysis, PowerPoint, LBO, Series 63, Business Development, Data Analysis, Microsoft Office, Investments, Strategic Partnerships, Corporate Finance, Management
Education
Northwestern University 2004 — 2007
Bachelor of Science (B.S.), Economics / Communication Studies, Summa Cum Laude
Navidar Group LLC January 2015 - Present
City Capital Advisors October 2011 - December 2014
Bare Deal LLC July 2010 - September 2011
Robert W. Baird June 2008 - July 2010
Skills
Mergers & Acquisitions, Financial Modeling, Valuation, Investment Banking, Entrepreneurship, Strategy, Marketing, Finance, Portfolio Management, Analysis, Due Diligence, Microsoft Excel, Financial Analysis, PowerPoint, LBO, Series 63, Business Development, Data Analysis, Microsoft Office, Investments, Strategic Partnerships, Corporate Finance, Management
Education
Northwestern University 2004 — 2007
Bachelor of Science (B.S.), Economics / Communication Studies, Summa Cum Laude
Atiq Rahman Atiq Rahman's Robert W. Baird Experience January 2009 - June 2010
Job Senior Database Administrator at Duke Energy Corporation
Industry Information Technology and Services
Experience
Duke Energy Corporation July 2010 - Present
Robert W. Baird January 2009 - June 2010
Northwestern Mutual March 2003 - January 2009
Norstan February 2001 - March 2003
Cargill June 1998 - February 2001
Skills
SQL Server 2000-2008, SSIS, SSRS, T-SQL, Microsoft SQL Server, SQL Tuning, Database Design, Performance Tuning, ETL, Database Administration, Data Modeling, Data Warehouse..., Relational Databases, SDLC, SharePoint, Databases
Education
St. Cloud State University 1994 — 1998
BS, Business Computer Information Systems
Duke Energy Corporation July 2010 - Present
Robert W. Baird January 2009 - June 2010
Northwestern Mutual March 2003 - January 2009
Norstan February 2001 - March 2003
Cargill June 1998 - February 2001
Skills
SQL Server 2000-2008, SSIS, SSRS, T-SQL, Microsoft SQL Server, SQL Tuning, Database Design, Performance Tuning, ETL, Database Administration, Data Modeling, Data Warehouse..., Relational Databases, SDLC, SharePoint, Databases
Education
St. Cloud State University 1994 — 1998
BS, Business Computer Information Systems
Corleen Heidgerken Corleen Heidgerken's Robert W. Baird Experience December 2009 - December 2014
Job Director of Product at Okanjo
Industry Computer Software
Experience
Okanjo May 2015 - Present
Robert W. Baird December 2009 - December 2014
Barely Practical Fashion Blog August 2012 - September 2014
Transcendent, LLC October 2006 - January 2010
Born/Fujtsu/Stratagem January 2005 - October 2006
Artisan Partners November 2001 - January 2005
ProVantage April 2000 - May 2001
OSI February 1997 - April 2000
Merry-Go-Round 1995 - 1996
The Limited 1993 - 1996
Skills
Leadership, Strategic Planning, Analysis, Project Management, Change Management, Coaching, Training, Team Building, Entrepreneurship, Mentoring, SDLC, Product Management, Integration, Agile Methodologies, Marketing, Building Relationships, Strategic Leadership, Competitive Analysis, Marketing Strategy, Program Management, Customer Service, Business Analysis, Creative Problem Solving, Thought Leadership, Customer Relations, Start-ups, Business Development, Recruiting, Project Planning, Problem Solving
Education
Ottawa University 2004 — 2009
Bachelors, Business Administration
MRA Institute of Management 2008 — 2008
Certificate, Principles of Management
Milwaukee Area Technical College 1996 — 1997
A.S., Microcomputer Specialist
Okanjo May 2015 - Present
Robert W. Baird December 2009 - December 2014
Barely Practical Fashion Blog August 2012 - September 2014
Transcendent, LLC October 2006 - January 2010
Born/Fujtsu/Stratagem January 2005 - October 2006
Artisan Partners November 2001 - January 2005
ProVantage April 2000 - May 2001
OSI February 1997 - April 2000
Merry-Go-Round 1995 - 1996
The Limited 1993 - 1996
Skills
Leadership, Strategic Planning, Analysis, Project Management, Change Management, Coaching, Training, Team Building, Entrepreneurship, Mentoring, SDLC, Product Management, Integration, Agile Methodologies, Marketing, Building Relationships, Strategic Leadership, Competitive Analysis, Marketing Strategy, Program Management, Customer Service, Business Analysis, Creative Problem Solving, Thought Leadership, Customer Relations, Start-ups, Business Development, Recruiting, Project Planning, Problem Solving
Education
Ottawa University 2004 — 2009
Bachelors, Business Administration
MRA Institute of Management 2008 — 2008
Certificate, Principles of Management
Milwaukee Area Technical College 1996 — 1997
A.S., Microcomputer Specialist
Emily Di Nardo Emily Di Nardo's Robert W. Baird Experience September 2008 - August 2010
Job Consulting Manager at Baker Tilly Virchow Krause, LLP
Industry Financial Services
Experience
Baker Tilly Virchow Krause, LLP July 2015 - Present
Baker Tilly September 2013 - July 2015
PwC September 2010 - August 2013
Robert W. Baird September 2008 - August 2010
Buell Motorcycle Company June 2007 - September 2008
Interstate Sealant & Concrete January 2008 - August 2008
Skills
CPA, Auditing, Fund Accounting, Financial Reporting, Financial Accounting, Financial Analysis, Internal Controls, Financial Statements, Accounting, Corporate Finance, Account Reconciliation, Finance, General Ledger, Accounts Payable, Accounts Receivable
Education
University of Wisconsin-Milwaukee - Lubar School of Business 2005 — 2010
Undergraduate, Accounting and Finance
Sophia University
Japan Business and Etiquette
Baker Tilly Virchow Krause, LLP July 2015 - Present
Baker Tilly September 2013 - July 2015
PwC September 2010 - August 2013
Robert W. Baird September 2008 - August 2010
Buell Motorcycle Company June 2007 - September 2008
Interstate Sealant & Concrete January 2008 - August 2008
Skills
CPA, Auditing, Fund Accounting, Financial Reporting, Financial Accounting, Financial Analysis, Internal Controls, Financial Statements, Accounting, Corporate Finance, Account Reconciliation, Finance, General Ledger, Accounts Payable, Accounts Receivable
Education
University of Wisconsin-Milwaukee - Lubar School of Business 2005 — 2010
Undergraduate, Accounting and Finance
Sophia University
Japan Business and Etiquette
Gary Dean Gary Dean's Robert W. Baird Experience July 2000 - February 2003
Job Partner at Milemark Partners, LLC
Industry Financial Services
Experience
Milemark Partners, LLC January 2015 - Present
Carilliam Capital, LLC March 2011 - Present
Jetstream Capital, LLC March 2003 - December 2010
Robert W. Baird July 2000 - February 2003
J.C. Bradford & Co. May 1996 - June 2000
Coopers & Lybrand September 1992 - July 1995
Education
Vanderbilt University - Owen Graduate School of Management 1995 — 1997
MBA
University of Alabama 1988 — 1992
Bachelor of Science
Milemark Partners, LLC January 2015 - Present
Carilliam Capital, LLC March 2011 - Present
Jetstream Capital, LLC March 2003 - December 2010
Robert W. Baird July 2000 - February 2003
J.C. Bradford & Co. May 1996 - June 2000
Coopers & Lybrand September 1992 - July 1995
Education
Vanderbilt University - Owen Graduate School of Management 1995 — 1997
MBA
University of Alabama 1988 — 1992
Bachelor of Science
David Spears David Spears's Robert W. Baird Experience November 2009 - August 2012
Job System Engineer at Palo Alto Networks
Industry Information Technology and Services
Experience
Palo Alto Networks July 2015 - Present
Hewlett-Packard November 2014 - June 2015
Hewlett-Packard September 2012 - October 2014
Robert W. Baird November 2009 - August 2012
Robert W. Baird November 2001 - December 2009
Milwaukee School of Engineering March 1999 - November 2002
Robert W. Baird & Co. July 2000 - November 2001
Berbee September 1999 - July 2000
Master Link July 1998 - September 1999
Rockwell Automation October 1995 - June 1998
Skills
Disaster Recovery, Networking, Data Center, Cisco Technologies, IT Strategy, Vendor Management, Firewalls, Enterprise Architecture, Integration, Process Improvement, Network Architecture, Security, VMware, Troubleshooting, Cloud Computing, Operations Management, Network Security, Information Technology, Solution Architecture, Project Management, SharePoint, Virtualization, HP Master ASE, Microsoft Technologies, Business Analysis, Business Continuity, OpenFlow, Business Intelligence, Enterprise Software, HP Networking
Education
Milwaukee School of Engineering 1992 — 1994
MS Electrical Engineering, Controls
University of Wisconsin-Whitewater 1987 — 1991
BS
Palo Alto Networks July 2015 - Present
Hewlett-Packard November 2014 - June 2015
Hewlett-Packard September 2012 - October 2014
Robert W. Baird November 2009 - August 2012
Robert W. Baird November 2001 - December 2009
Milwaukee School of Engineering March 1999 - November 2002
Robert W. Baird & Co. July 2000 - November 2001
Berbee September 1999 - July 2000
Master Link July 1998 - September 1999
Rockwell Automation October 1995 - June 1998
Skills
Disaster Recovery, Networking, Data Center, Cisco Technologies, IT Strategy, Vendor Management, Firewalls, Enterprise Architecture, Integration, Process Improvement, Network Architecture, Security, VMware, Troubleshooting, Cloud Computing, Operations Management, Network Security, Information Technology, Solution Architecture, Project Management, SharePoint, Virtualization, HP Master ASE, Microsoft Technologies, Business Analysis, Business Continuity, OpenFlow, Business Intelligence, Enterprise Software, HP Networking
Education
Milwaukee School of Engineering 1992 — 1994
MS Electrical Engineering, Controls
University of Wisconsin-Whitewater 1987 — 1991
BS
Ron Freisleben Ron Freisleben's Robert W. Baird Experience May 1999 - Present
Job First VP Research at Robert W. Baird
Industry Investment Management
Experience
Robert W. Baird May 1999 - Present
Robert W. Baird May 1997 - May 1999
Ernst & Young 1995 - 1997
Skills
Valuation, Financial Analysis, Bloomberg, Financial Modeling, Equity Research, Equities, Investments
Education
Marquette University 1991 — 1995
MBA, BA Accounting, Business, Accounting
Robert W. Baird May 1999 - Present
Robert W. Baird May 1997 - May 1999
Ernst & Young 1995 - 1997
Skills
Valuation, Financial Analysis, Bloomberg, Financial Modeling, Equity Research, Equities, Investments
Education
Marquette University 1991 — 1995
MBA, BA Accounting, Business, Accounting
Mike Magluilo Mike Magluilo's Robert W. Baird Experience January 2004 - May 2009
Job Managing Director, Technology & Services Investment Banking at Robert W. Baird & Co.
Industry Investment Banking
Experience
Robert W. Baird & Co. December 2014 - Present
Classrooms for Cambodia January 2009 - Present
Delta-v Capital September 2011 - December 2014
Pinon Education Services Inc. September 2009 - August 2011
Robert W. Baird January 2004 - May 2009
VIA Networks January 2002 - May 2003
Level 3 Communications January 2000 - January 2001
Daniels & Associates 1997 - 2000
Kidder Peabody July 1993 - January 1995
Skills
Corporate Development, private equity, Technology, Information Technology, Investment Banking, International M&A, Private Equity
Education
University of Illinois at Urbana-Champaign - College of Business 1989 — 1993
B.S., Finance
Lyons Township
University of Illinois at Urbana-Champaign
BS, Finance
Robert W. Baird & Co. December 2014 - Present
Classrooms for Cambodia January 2009 - Present
Delta-v Capital September 2011 - December 2014
Pinon Education Services Inc. September 2009 - August 2011
Robert W. Baird January 2004 - May 2009
VIA Networks January 2002 - May 2003
Level 3 Communications January 2000 - January 2001
Daniels & Associates 1997 - 2000
Kidder Peabody July 1993 - January 1995
Skills
Corporate Development, private equity, Technology, Information Technology, Investment Banking, International M&A, Private Equity
Education
University of Illinois at Urbana-Champaign - College of Business 1989 — 1993
B.S., Finance
Lyons Township
University of Illinois at Urbana-Champaign
BS, Finance
Chris Schindler Chris Schindler's Robert W. Baird Experience 2000 - 2004
Job Talent Management Director at Aurora Health Care
Industry Professional Training & Coaching
Experience
Aurora Health Care June 2015 - Present
Aurora Health Care June 2015 - Present
West Bend Mutual Insurance July 2014 - June 2015
Johnson Controls - Building Efficiency November 2011 - June 2014
Johnson Controls April 2010 - November 2011
Joy Global Inc. 2008 - 2009
Joy Global Inc. 2004 - 2008
Robert W. Baird 2000 - 2004
Ceridian 1998 - 2000
Skills
Leadership Development, Mentoring, Succession Planning, Employee Engagement, Talent Management, Social Influence, Organizational..., Performance Management, Leadership, Coaching, Consulting, Human Resources, Strategy, Recruiting, Onboarding, Culture Change, Strategic Planning, Marketing, Training, Personnel Management, Program Management, Executive Coaching, Organizational..., HR Consulting, Budgets, Interviews, Organizational Design, Employee Benefits, Workshop Facilitation, Talent Acquisition, College Recruiting, Team Building, Career Development, Management, Process Improvement, Training Delivery, Deferred Compensation, HRIS, Business Strategy, Applicant Tracking..., E-Learning, Analysis, Instructional Design, Workforce Planning, Benefits Administration, Employee Training, Performance Improvement, Employee Relations, Labor Relations, HR Policies
Education
Walden University 2010 — 2011
M.S., Psychology and Organizational Development
Northern Illinois University 1992 — 1994
MFA, Fine Arts
Milwaukee Institute of Art & Design 1986 — 1990
BFA, Fine Arts
Aurora Health Care June 2015 - Present
Aurora Health Care June 2015 - Present
West Bend Mutual Insurance July 2014 - June 2015
Johnson Controls - Building Efficiency November 2011 - June 2014
Johnson Controls April 2010 - November 2011
Joy Global Inc. 2008 - 2009
Joy Global Inc. 2004 - 2008
Robert W. Baird 2000 - 2004
Ceridian 1998 - 2000
Skills
Leadership Development, Mentoring, Succession Planning, Employee Engagement, Talent Management, Social Influence, Organizational..., Performance Management, Leadership, Coaching, Consulting, Human Resources, Strategy, Recruiting, Onboarding, Culture Change, Strategic Planning, Marketing, Training, Personnel Management, Program Management, Executive Coaching, Organizational..., HR Consulting, Budgets, Interviews, Organizational Design, Employee Benefits, Workshop Facilitation, Talent Acquisition, College Recruiting, Team Building, Career Development, Management, Process Improvement, Training Delivery, Deferred Compensation, HRIS, Business Strategy, Applicant Tracking..., E-Learning, Analysis, Instructional Design, Workforce Planning, Benefits Administration, Employee Training, Performance Improvement, Employee Relations, Labor Relations, HR Policies
Education
Walden University 2010 — 2011
M.S., Psychology and Organizational Development
Northern Illinois University 1992 — 1994
MFA, Fine Arts
Milwaukee Institute of Art & Design 1986 — 1990
BFA, Fine Arts
Todd Morris, CFA's Robert W. Baird Experience October 2005 - August 2007
Job Vice President Financial Restructuring Group at Houlihan Lokey
Industry Investment Banking
Experience
Houlihan Lokey July 2012 - Present
Houlihan Lokey June 2011 - September 2011
Midwest Mezzanine August 2007 - August 2010
Robert W. Baird October 2005 - August 2007
LaSalle Bank June 2003 - October 2005
Skills
Mergers, Banking, Investment Banking, Financial Analysis, Strategy, Restructuring, Financial Modeling, Due Diligence, Portfolio Management, Investments, Equity Research, Analysis, Venture Capital, Equities, Capital Markets, ABS, Mergers & Acquisitions, Valuation, Private Equity
Education
University of California, Los Angeles - The Anderson School of Management 2010 — 2012
Master of Business Administration (MBA)
Miami University 1999 — 2003
B.S. in Business, Finance and Decision Sciences
Bexley High School
Houlihan Lokey July 2012 - Present
Houlihan Lokey June 2011 - September 2011
Midwest Mezzanine August 2007 - August 2010
Robert W. Baird October 2005 - August 2007
LaSalle Bank June 2003 - October 2005
Skills
Mergers, Banking, Investment Banking, Financial Analysis, Strategy, Restructuring, Financial Modeling, Due Diligence, Portfolio Management, Investments, Equity Research, Analysis, Venture Capital, Equities, Capital Markets, ABS, Mergers & Acquisitions, Valuation, Private Equity
Education
University of California, Los Angeles - The Anderson School of Management 2010 — 2012
Master of Business Administration (MBA)
Miami University 1999 — 2003
B.S. in Business, Finance and Decision Sciences
Bexley High School
Heather Uehling Heather Uehling's Robert W. Baird Experience August 2005 - September 2008
Job Executive Assistant at Robert W. Baird & Co.
Industry Banking
Experience
Robert W. Baird & Co. January 2013 - Present
Robert W. Baird & Co. September 2008 - Present
Robert W. Baird August 2005 - September 2008
Kohl's Department Stores September 2004 - August 2005
Roadway Express January 2004 - July 2004
BNY Clearing Services (Bank of New York Company) May 2000 - December 2003
Skills
Administrative Support, Spreadsheets, Outlook, Microsoft Office, Excel, PowerPoint, SharePoint, Microsoft Excel, Administrative..., Analysis, System Administration
Education
Milwaukee Area Technical College
Administrative Assistance
Milwaukee Area Technical College
Travel Services
Robert W. Baird & Co. January 2013 - Present
Robert W. Baird & Co. September 2008 - Present
Robert W. Baird August 2005 - September 2008
Kohl's Department Stores September 2004 - August 2005
Roadway Express January 2004 - July 2004
BNY Clearing Services (Bank of New York Company) May 2000 - December 2003
Skills
Administrative Support, Spreadsheets, Outlook, Microsoft Office, Excel, PowerPoint, SharePoint, Microsoft Excel, Administrative..., Analysis, System Administration
Education
Milwaukee Area Technical College
Administrative Assistance
Milwaukee Area Technical College
Travel Services
Steven Meves Steven Meves's Robert W. Baird Experience 2000 - 2005
Job Senior Portfolio Manager at Northwestern Mutual
Industry Investment Management
Experience
Northwestern Mutual November 2011 - Present
M&I Investment Management July 2005 - November 2011
Robert W. Baird 2000 - 2005
Kimberly-Clark Corp. 1997 - 2000
United States Navy 1989 - 1994
Skills
Investment Management, Equities, Equity Valuation, Equity Research, Investment Strategies, Portfolio Management, Investments, Asset Allocation, Finance, Asset Managment, Chartered Financial..., Alternative Investments, Bloomberg, Mutual Funds, Due Diligence, Financial Services, Valuation, Series 7, Financial Modeling, Hedge Funds, Options, Investment Advisory, Derivatives, Private Equity, Securities
Education
The University of Chicago - Booth School of Business 2002 — 2005
Master of Business Administration (M.B.A.)
University of Wisconsin-Madison - School of Business 1994 — 1997
BBA
Northwestern Mutual November 2011 - Present
M&I Investment Management July 2005 - November 2011
Robert W. Baird 2000 - 2005
Kimberly-Clark Corp. 1997 - 2000
United States Navy 1989 - 1994
Skills
Investment Management, Equities, Equity Valuation, Equity Research, Investment Strategies, Portfolio Management, Investments, Asset Allocation, Finance, Asset Managment, Chartered Financial..., Alternative Investments, Bloomberg, Mutual Funds, Due Diligence, Financial Services, Valuation, Series 7, Financial Modeling, Hedge Funds, Options, Investment Advisory, Derivatives, Private Equity, Securities
Education
The University of Chicago - Booth School of Business 2002 — 2005
Master of Business Administration (M.B.A.)
University of Wisconsin-Madison - School of Business 1994 — 1997
BBA
Jess Henrickson Jess Henrickson's Robert W. Baird Experience December 2008 - Present
Job Helping clients build and maintain a foundation for financial freedom
Industry Financial Services
Experience
Robert W. Baird December 2008 - Present
Motorcars Toyota / Honda 2001 - 2008
Skills
Strategic Financial..., Stocks, Retirement, Bonds, Retirement Planning, Financial Planners, Mutual Funds, Small Business, Fixed Annuities, FINRA, Insurance, Sales, Investment Strategies, Estate Planning, Finance, Strategic Planning, Financial Analysis, IRAs, Equities, New Business Development, PowerPoint, Management, Leadership, Asset Allocation, Wealth Management, Portfolio Management, Financial Advisory, Financial Services, Budgets, Long-term Care, Investments, 401k Rollovers, 401k, Saving for Education, Personal Financial...
Education
Miami University 1997 — 2001
Business Management
Nicolet High School 1993 — 1997
Robert W. Baird December 2008 - Present
Motorcars Toyota / Honda 2001 - 2008
Skills
Strategic Financial..., Stocks, Retirement, Bonds, Retirement Planning, Financial Planners, Mutual Funds, Small Business, Fixed Annuities, FINRA, Insurance, Sales, Investment Strategies, Estate Planning, Finance, Strategic Planning, Financial Analysis, IRAs, Equities, New Business Development, PowerPoint, Management, Leadership, Asset Allocation, Wealth Management, Portfolio Management, Financial Advisory, Financial Services, Budgets, Long-term Care, Investments, 401k Rollovers, 401k, Saving for Education, Personal Financial...
Education
Miami University 1997 — 2001
Business Management
Nicolet High School 1993 — 1997
Tami (Tami Swits) Harrigan Tami (Tami Swits) Harrigan's Robert W. Baird Experience July 2005 - June 2008
Job Business Development at Rocket Fuel Inc.
Industry Internet
Experience
Rocket Fuel Inc. May 2014 - Present
Wize Commerce February 2014 - May 2014
Wize Commerce July 2013 - February 2014
Wize Commerce September 2012 - June 2013
Kellogg School of Management September 2010 - September 2012
SurveyMonkey February 2012 - April 2012
eBay June 2011 - August 2011
Svoboda Capital Partners September 2008 - June 2010
Robert W. Baird July 2005 - June 2008
Roland Realty, Inc. August 2002 - May 2005
Skills
Mergers, Financial Analysis, Financial Modeling, Valuation, Business Strategy, Analysis, Corporate Finance, Private Equity, Due Diligence, Process Improvement, Mergers & Acquisitions, Analytics, Strategy, Strategic Partnerships, Corporate Development, Entrepreneurship, Business Development
Education
Northwestern University - Kellogg School of Management 2010 — 2012
Master of Business Administration (MBA)
University of Illinois 2001 — 2005
BS, Finance
University of Illinois at Urbana-Champaign 2001 — 2005
Bachelor of Science, Finance
University of Illinois at Urbana-Champaign - College of Business 2001 — 2005
BS, Finance
Rocket Fuel Inc. May 2014 - Present
Wize Commerce February 2014 - May 2014
Wize Commerce July 2013 - February 2014
Wize Commerce September 2012 - June 2013
Kellogg School of Management September 2010 - September 2012
SurveyMonkey February 2012 - April 2012
eBay June 2011 - August 2011
Svoboda Capital Partners September 2008 - June 2010
Robert W. Baird July 2005 - June 2008
Roland Realty, Inc. August 2002 - May 2005
Skills
Mergers, Financial Analysis, Financial Modeling, Valuation, Business Strategy, Analysis, Corporate Finance, Private Equity, Due Diligence, Process Improvement, Mergers & Acquisitions, Analytics, Strategy, Strategic Partnerships, Corporate Development, Entrepreneurship, Business Development
Education
Northwestern University - Kellogg School of Management 2010 — 2012
Master of Business Administration (MBA)
University of Illinois 2001 — 2005
BS, Finance
University of Illinois at Urbana-Champaign 2001 — 2005
Bachelor of Science, Finance
University of Illinois at Urbana-Champaign - College of Business 2001 — 2005
BS, Finance
Doug Schmidt Doug Schmidt's Robert W. Baird Experience March 2008 - Present
Job Senior Vice President at Robert W. Baird
Industry Financial Services
Experience
Robert W. Baird March 2008 - Present
University Club of Chicago 2013 - 2014
William Blair & Company December 1993 - March 2008
Westpac Banking Corporation 1985 - 1993
Mellon Bank 1982 - 1985
Skills
Series 7
Education
The University of Chicago 1985 — 1989
MBA, Finance, Marketing
Princeton University 1977 — 1981
AB, Economics
Robert W. Baird March 2008 - Present
University Club of Chicago 2013 - 2014
William Blair & Company December 1993 - March 2008
Westpac Banking Corporation 1985 - 1993
Mellon Bank 1982 - 1985
Skills
Series 7
Education
The University of Chicago 1985 — 1989
MBA, Finance, Marketing
Princeton University 1977 — 1981
AB, Economics
Jon Coulter Jon Coulter's Robert W. Baird Experience 1987 - 1996
Job Managing Director at Hendricks Holding Company, Inc.
Industry Venture Capital & Private Equity
Experience
Hendricks Holding Company, Inc. 2006 - Present
Cleary Gull Inc. 2005 - 2006
Fischer & Associates 2003 - 2005
Marquette Capital Partners 1999 - 2002
B.C Ziegler & Co. 1997 - 1999
Robert W. Baird 1987 - 1996
U.S. Air Force 1982 - 1994
Skills
Mergers & Acquisitions, Due Diligence, Mergers, Finance, Venture Capital, Investments, Executive Management, Strategic Planning, Valuation, Financial Modeling, Private Equity, Investment Banking, Divestitures, Business Valuation, Corporate Finance, Restructuring, Business Strategy, Corporate Development, Management, Portfolio Management, Financial Analysis, New Business Development
Education
Purdue University
B.S.
University of Wisconsin-Madison
M.B.A., Finance
Hendricks Holding Company, Inc. 2006 - Present
Cleary Gull Inc. 2005 - 2006
Fischer & Associates 2003 - 2005
Marquette Capital Partners 1999 - 2002
B.C Ziegler & Co. 1997 - 1999
Robert W. Baird 1987 - 1996
U.S. Air Force 1982 - 1994
Skills
Mergers & Acquisitions, Due Diligence, Mergers, Finance, Venture Capital, Investments, Executive Management, Strategic Planning, Valuation, Financial Modeling, Private Equity, Investment Banking, Divestitures, Business Valuation, Corporate Finance, Restructuring, Business Strategy, Corporate Development, Management, Portfolio Management, Financial Analysis, New Business Development
Education
Purdue University
B.S.
University of Wisconsin-Madison
M.B.A., Finance
Marie Koxlien Marie Koxlien's Robert W. Baird Experience July 2009 - July 2010
Job TFS Specialist at GN ReSound
Industry Financial Services
Experience
GN ReSound September 2015 - Present
TEKsystems February 2015 - May 2015
Robert W. Baird & Co. October 2011 - September 2014
Robert W. Baird & Co. October 2011 - May 2012
Robert W. Baird & Co. July 2010 - October 2011
Robert W. Baird July 2009 - July 2010
CDC Software April 2007 - June 2009
St. George Publishing August 2006 - April 2007
Skills
SharePoint, Technical Support, Microsoft CRM, Hardware, Integration, Microsoft SQL Server, Web Applications, Application Lifecycle..., Microsoft Applications, Accounting Applications, Web Application Security, IIS, Windows Server, SQL, Business Analysis, Databases, Powershell, VMware, ITIL v3 Foundations..., FrontRange HEAT, EDM, BondEdge, Investran, Windows Services, Customer Service, Software Development, Visio
Education
Western Governors University 2007 — 2008
Bachelors, Network Design and Management
Milwaukee Area Technical College 2004 — 2006
Software Programmer / Analyst, Computer Programming
GN ReSound September 2015 - Present
TEKsystems February 2015 - May 2015
Robert W. Baird & Co. October 2011 - September 2014
Robert W. Baird & Co. October 2011 - May 2012
Robert W. Baird & Co. July 2010 - October 2011
Robert W. Baird July 2009 - July 2010
CDC Software April 2007 - June 2009
St. George Publishing August 2006 - April 2007
Skills
SharePoint, Technical Support, Microsoft CRM, Hardware, Integration, Microsoft SQL Server, Web Applications, Application Lifecycle..., Microsoft Applications, Accounting Applications, Web Application Security, IIS, Windows Server, SQL, Business Analysis, Databases, Powershell, VMware, ITIL v3 Foundations..., FrontRange HEAT, EDM, BondEdge, Investran, Windows Services, Customer Service, Software Development, Visio
Education
Western Governors University 2007 — 2008
Bachelors, Network Design and Management
Milwaukee Area Technical College 2004 — 2006
Software Programmer / Analyst, Computer Programming
Lisa Caras Lisa Caras's Robert W. Baird Experience May 2008 - August 2008
Job MBA Candidate at New York University Stern School of Business
Industry Financial Services
Experience
IBM June 2015 - August 2015
Intel Corporation April 2013 - June 2014
Intel May 2011 - April 2013
Intel Corporation June 2010 - May 2011
Jones Dairy Farm April 2010 - May 2010
Intel May 2009 - August 2009
Robert W. Baird May 2008 - August 2008
Robert W. Baird May 2007 - August 2007
Skills
Financial Modeling, Financial Reporting, Financial Analysis, Valuation, Corporate Finance, Internal Controls, Contract Negotiation, Forecasting, Financial Forecasting, Finance, Variance Analysis, Strategic Financial..., Capital Budgeting, Data Analysis, Process Improvement, Analysis, Management, Financial Planning, Leadership, Investments
Education
New York University - Leonard N. Stern School of Business 2014 — 2016
Master of Business Administration (M.B.A.), Finance, Strategy, Consulting
Miami University 2005 — 2009
BS, Finance, Business Analytics, French
NEGOCIA - Centre international de formation à la vente et à la négociation commerciale 2008 — 2008
Corporate Finance
IBM June 2015 - August 2015
Intel Corporation April 2013 - June 2014
Intel May 2011 - April 2013
Intel Corporation June 2010 - May 2011
Jones Dairy Farm April 2010 - May 2010
Intel May 2009 - August 2009
Robert W. Baird May 2008 - August 2008
Robert W. Baird May 2007 - August 2007
Skills
Financial Modeling, Financial Reporting, Financial Analysis, Valuation, Corporate Finance, Internal Controls, Contract Negotiation, Forecasting, Financial Forecasting, Finance, Variance Analysis, Strategic Financial..., Capital Budgeting, Data Analysis, Process Improvement, Analysis, Management, Financial Planning, Leadership, Investments
Education
New York University - Leonard N. Stern School of Business 2014 — 2016
Master of Business Administration (M.B.A.), Finance, Strategy, Consulting
Miami University 2005 — 2009
BS, Finance, Business Analytics, French
NEGOCIA - Centre international de formation à la vente et à la négociation commerciale 2008 — 2008
Corporate Finance
Laura Thurow, CFA Laura Thurow, CFA's Robert W. Baird Experience January 2011 - Present
Job CoDirector of PWM Research, Products & Services at Robert W. Baird & Co.
Industry Investment Management
Experience
Robert W. Baird & Co. January 2015 - Present
Robert W. Baird January 2011 - Present
Robert W. Baird & Co. February 2010 - December 2010
Robert W. Baird & Co. January 2008 - January 2010
Robert W. Baird & Co. June 2005 - December 2007
Robert W. Baird July 2000 - June 2005
Education
The University of Chicago Booth School of Business 2003 — 2006
MBA, Finance, Strategy
Trinity College-Hartford 1996 — 2000
BA, Economics
Robert W. Baird & Co. January 2015 - Present
Robert W. Baird January 2011 - Present
Robert W. Baird & Co. February 2010 - December 2010
Robert W. Baird & Co. January 2008 - January 2010
Robert W. Baird & Co. June 2005 - December 2007
Robert W. Baird July 2000 - June 2005
Education
The University of Chicago Booth School of Business 2003 — 2006
MBA, Finance, Strategy
Trinity College-Hartford 1996 — 2000
BA, Economics
Philip J. Amos Philip J. Amos's Robert W. Baird Experience June 1999 - December 2001
Job President at Chapman & Chapman
Industry Financial Services
Experience
Chapman & Chapman July 2012 - Present
PJ Amos & Associates January 2002 - August 2012
Robert W. Baird June 1999 - December 2001
Skills
Series 7, Insurance, Series 63, Securities, Mutual Funds, Estate Planning, Investments, Retirement Planning, Retirement, Equities, Strategic Planning, Risk Management, Employee Benefits, Wealth Management, Asset Managment, Management Consulting, Qualified Retirement..., Retirement Plan...
Education
Wheaton College 1995 — 1997
Bachelor of Arts (BA), Business Economics
Cuyahoga Valley Christian Academy 1993 — 1995
High School Dimploma
Lake Ridge Academy 1990 — 1993
The American College
CLU, ChFC
Chapman & Chapman July 2012 - Present
PJ Amos & Associates January 2002 - August 2012
Robert W. Baird June 1999 - December 2001
Skills
Series 7, Insurance, Series 63, Securities, Mutual Funds, Estate Planning, Investments, Retirement Planning, Retirement, Equities, Strategic Planning, Risk Management, Employee Benefits, Wealth Management, Asset Managment, Management Consulting, Qualified Retirement..., Retirement Plan...
Education
Wheaton College 1995 — 1997
Bachelor of Arts (BA), Business Economics
Cuyahoga Valley Christian Academy 1993 — 1995
High School Dimploma
Lake Ridge Academy 1990 — 1993
The American College
CLU, ChFC
Francis Duff Francis Duff's Robert W. Baird Experience November 2000 - Present
Job Vice President at Robert W. Baird
Industry Financial Services
Experience
Robert W. Baird November 2000 - Present
George K. Baum & Company August 1998 - November 2000
Stern Brothers February 1981 - August 1988
Skills
Series 7, Mutual Funds, Retirement Planning, Financial Analysis, Investment Advisory, Strategic Planning, Investments, Alternative Investments, Wealth Management, Insurance, Strategic Financial..., Asset Managment, Asset Allocation, Retirement, Equities, Series 63, Portfolio Management, Estate Planning, 401k, Process Improvement
Education
University of Missouri-Columbia 1976 — 1980
Finance, Business
Park Hill High School 1972 — 1976
Robert W. Baird November 2000 - Present
George K. Baum & Company August 1998 - November 2000
Stern Brothers February 1981 - August 1988
Skills
Series 7, Mutual Funds, Retirement Planning, Financial Analysis, Investment Advisory, Strategic Planning, Investments, Alternative Investments, Wealth Management, Insurance, Strategic Financial..., Asset Managment, Asset Allocation, Retirement, Equities, Series 63, Portfolio Management, Estate Planning, 401k, Process Improvement
Education
University of Missouri-Columbia 1976 — 1980
Finance, Business
Park Hill High School 1972 — 1976
Kelly Heppe, CFP® Kelly Heppe, CFP®'s Robert W. Baird Experience January 2013 - Present
Job Registered Client Relationship Associate III at Robert W. Baird
Industry Financial Services
Experience
Robert W. Baird January 2013 - Present
Wells Fargo Advisors 2005 - 2013
Education
University of Colorado Boulder
Robert W. Baird January 2013 - Present
Wells Fargo Advisors 2005 - 2013
Education
University of Colorado Boulder
Stephen Isaacson Stephen Isaacson's Robert W. Baird Experience October 1985 - January 1988
Job Senior Vice President Institutional Fixed Income Sales at Northland Securities
Industry Financial Services
Experience
Northland Securities December 2009 - Present
B.C. Ziegler & Company January 1994 - May 2009
Rodman & Renshaw January 1991 - January 1994
Mesirow Financial January 1988 - January 1991
Robert W. Baird October 1985 - January 1988
Skills
Bonds, Fixed Income, Trading, Investments, Debt
Education
San Diego State University-California State University
B.A., International Relations, Radio-Television Broadcasting, Aerospace Studies
Northland Securities December 2009 - Present
B.C. Ziegler & Company January 1994 - May 2009
Rodman & Renshaw January 1991 - January 1994
Mesirow Financial January 1988 - January 1991
Robert W. Baird October 1985 - January 1988
Skills
Bonds, Fixed Income, Trading, Investments, Debt
Education
San Diego State University-California State University
B.A., International Relations, Radio-Television Broadcasting, Aerospace Studies
Ed DeFrance's Robert W. Baird Experience August 2003 - Present
Job Director at Robert W. Baird & Co.
Industry Investment Management
Experience
Robert W. Baird August 2003 - Present
Deloitte May 2002 - July 2003
Arthur Andersen May 1995 - May 2002
Education
University of Illinois at Urbana-Champaign 1987 — 1991
Bachelor of Arts (B.A.), Economics
Robert W. Baird August 2003 - Present
Deloitte May 2002 - July 2003
Arthur Andersen May 1995 - May 2002
Education
University of Illinois at Urbana-Champaign 1987 — 1991
Bachelor of Arts (B.A.), Economics
Carolee Schoen's Robert W. Baird Experience 1997 - 1999
Job
Industry Oil & Energy
Experience
Constellation Energy 2007 - Present
Daisy Blue Naturals November 2008 - December 2011
Constellation NewEnergy - Gas Division July 2004 - January 2007
Robert W. Baird 1997 - 1999
Education
Taylor University 1991 — 1995
Constellation Energy 2007 - Present
Daisy Blue Naturals November 2008 - December 2011
Constellation NewEnergy - Gas Division July 2004 - January 2007
Robert W. Baird 1997 - 1999
Education
Taylor University 1991 — 1995
Leighton Smith's Robert W. Baird Experience 2006 - 2010
Job Director of Client Service at BerganKDV
Industry Financial Services
Experience
BerganKDV August 2015 - Present
The University of Iowa, Henry B. Tippie College of Business 2012 - Present
US Bank 2011 - 2015
Hills Bank and Trust Company 2010 - 2011
Robert W. Baird 2006 - 2010
University of Iowa Executive MBA Program 2005 - 2007
Seyfarth Shaw LLP 2003 - 2004
Skills
Leadership, Strategic Financial..., Financial Analysis, Estate Planning, Public Speaking, Organizational..., Investments, Finance, Wealth Management, Mergers & Acquisitions, Management, Portfolio Management, Strategic Planning, Risk Management, Financial Modeling, Credit Analysis, Leadership Development, Banking, Process Improvement, Event Planning, Fixed Income, Investment Management, Valuation, Capital Markets, Nonprofits, Asset Allocation, Insurance, Financial Services, Corporate Finance, Credit, Due Diligence, Financial Planning, Non-profits, Asset Management, Private Equity, Financial Risk, Research, Asset Managment, Retirement Planning, Alternative Investments, Economics, Investment Advisory, Equity Valuation, Cash Management, Inspiring Leadership
Education
University of Iowa College of Law 2004 — 2008
JD
University of Iowa - Henry B. Tippie College of Business 2005 — 2008
MBA
University of Chicago 2000 — 2004
A.B.
BerganKDV August 2015 - Present
The University of Iowa, Henry B. Tippie College of Business 2012 - Present
US Bank 2011 - 2015
Hills Bank and Trust Company 2010 - 2011
Robert W. Baird 2006 - 2010
University of Iowa Executive MBA Program 2005 - 2007
Seyfarth Shaw LLP 2003 - 2004
Skills
Leadership, Strategic Financial..., Financial Analysis, Estate Planning, Public Speaking, Organizational..., Investments, Finance, Wealth Management, Mergers & Acquisitions, Management, Portfolio Management, Strategic Planning, Risk Management, Financial Modeling, Credit Analysis, Leadership Development, Banking, Process Improvement, Event Planning, Fixed Income, Investment Management, Valuation, Capital Markets, Nonprofits, Asset Allocation, Insurance, Financial Services, Corporate Finance, Credit, Due Diligence, Financial Planning, Non-profits, Asset Management, Private Equity, Financial Risk, Research, Asset Managment, Retirement Planning, Alternative Investments, Economics, Investment Advisory, Equity Valuation, Cash Management, Inspiring Leadership
Education
University of Iowa College of Law 2004 — 2008
JD
University of Iowa - Henry B. Tippie College of Business 2005 — 2008
MBA
University of Chicago 2000 — 2004
A.B.
Avi Lerner, CFA's Robert W. Baird Experience March 2008 - January 2010
Job Principal Analyst at Congressional Budget Office
Industry Research
Experience
Congressional Budget Office January 2010 - Present
Robert W. Baird March 2008 - January 2010
Wachovia Securities January 2007 - February 2008
Mayer Fund, RH Smith School of Business March 2006 - May 2007
Invotex Group June 2006 - August 2006
US Patent & Trademark Office August 1996 - August 2005
Skills
Financial Modeling, Series 7, Portfolio Management, Analysis
Education
University of Maryland - Robert H. Smith School of Business 2005 — 2007
MBA, Finance
University of Michigan 1992 — 1996
BS, Mechanical Engineering & Applied Materials
Congressional Budget Office January 2010 - Present
Robert W. Baird March 2008 - January 2010
Wachovia Securities January 2007 - February 2008
Mayer Fund, RH Smith School of Business March 2006 - May 2007
Invotex Group June 2006 - August 2006
US Patent & Trademark Office August 1996 - August 2005
Skills
Financial Modeling, Series 7, Portfolio Management, Analysis
Education
University of Maryland - Robert H. Smith School of Business 2005 — 2007
MBA, Finance
University of Michigan 1992 — 1996
BS, Mechanical Engineering & Applied Materials
J. Keith Dunne's Robert W. Baird Experience September 1990 - March 1995
Job
Industry Investment Management
Experience
Saint Ignatius College Prep May 2013 - Present
Dunne Team January 2005 - Present
RBC Capital Markets June 2002 - December 2004
Robertson Stephens 1996 - 2002
Robert W. Baird September 1990 - March 1995
Prudential Securities 1988 - 1990
Mervyns 1985 - 1988
Mobil Oil 1981 - 1984
Skills
Financial Analysis, Valuation, Competitive Analysis, Investments, Portfolio Management, Due Diligence, Mortgage Lending, Securities, Investment Management, Finance, Equities, Financial Modeling, Equity Research, Management, Asset Management, Analysis, Private Equity, Investment Strategies
Education
University of Southern California 1983 — 1984
MBA, Finance/Economics
San Diego State University-California State University 1979 — 1981
BS, Finance
Saint Ignatius College Prep May 2013 - Present
Dunne Team January 2005 - Present
RBC Capital Markets June 2002 - December 2004
Robertson Stephens 1996 - 2002
Robert W. Baird September 1990 - March 1995
Prudential Securities 1988 - 1990
Mervyns 1985 - 1988
Mobil Oil 1981 - 1984
Skills
Financial Analysis, Valuation, Competitive Analysis, Investments, Portfolio Management, Due Diligence, Mortgage Lending, Securities, Investment Management, Finance, Equities, Financial Modeling, Equity Research, Management, Asset Management, Analysis, Private Equity, Investment Strategies
Education
University of Southern California 1983 — 1984
MBA, Finance/Economics
San Diego State University-California State University 1979 — 1981
BS, Finance
Andy Hinz, CFA's Robert W. Baird Experience July 2004 - August 2007
Job Director at Grace Matthews, Inc.
Industry Investment Banking
Experience
Grace Matthews, Inc. December 2014 - Present
Grace Matthews, Inc. January 2010 - Present
Grace Matthews, Inc. January 2009 - January 2010
Grace Matthews September 2007 - December 2008
Robert W. Baird July 2004 - August 2007
Silicon Graphics, Inc. January 2002 - May 2004
Skills
Investments, Due Diligence, Investment Banking, Mergers, Mergers & Acquisitions, Venture Capital, Finance, Entrepreneurship, Portfolio Management, LBO, Corporate Finance, Financial Modeling, Financial Analysis, Valuation, Management
Education
Northwestern University - Kellogg School of Management 2010 — 2012
Master of Business Administration (MBA)
University of Wisconsin-Eau Claire 1999 — 2004
Bachelor of Business Administration
Grace Matthews, Inc. December 2014 - Present
Grace Matthews, Inc. January 2010 - Present
Grace Matthews, Inc. January 2009 - January 2010
Grace Matthews September 2007 - December 2008
Robert W. Baird July 2004 - August 2007
Silicon Graphics, Inc. January 2002 - May 2004
Skills
Investments, Due Diligence, Investment Banking, Mergers, Mergers & Acquisitions, Venture Capital, Finance, Entrepreneurship, Portfolio Management, LBO, Corporate Finance, Financial Modeling, Financial Analysis, Valuation, Management
Education
Northwestern University - Kellogg School of Management 2010 — 2012
Master of Business Administration (MBA)
University of Wisconsin-Eau Claire 1999 — 2004
Bachelor of Business Administration
Chris Raymond's Robert W. Baird Experience June 2002 - June 2015
Job Managing Director, Senior Biotech Analyst at Raymond James Financial, Inc.
Industry Financial Services
Experience
Raymond James Financial, Inc. June 2015 - Present
Robert W. Baird June 2002 - June 2015
Prudential Securities April 2000 - March 2002
Searle May 1999 - April 2000
Baxter October 1989 - May 1999
Skills
Strategy, Biotechnology, Financial Modeling, Portfolio Management, Valuation, Mergers & Acquisitions, Investments, Competitive Analysis, Due Diligence, Venture Capital, Pharmaceutical Industry
Education
University of Chicago 1992 — 1995
MBA
Michigan State University 1984 — 1988
BA, College of Business
Raymond James Financial, Inc. June 2015 - Present
Robert W. Baird June 2002 - June 2015
Prudential Securities April 2000 - March 2002
Searle May 1999 - April 2000
Baxter October 1989 - May 1999
Skills
Strategy, Biotechnology, Financial Modeling, Portfolio Management, Valuation, Mergers & Acquisitions, Investments, Competitive Analysis, Due Diligence, Venture Capital, Pharmaceutical Industry
Education
University of Chicago 1992 — 1995
MBA
Michigan State University 1984 — 1988
BA, College of Business
John Everhart's Robert W. Baird Experience 2006 - 2009
Job Senior Research Analyst at Bloomberg
Industry Investment Management
Experience
Robert W. Baird 2006 - 2009
American Express Financial Corporation 1996 - 2006
US Army 1989 - 1993
Skills
Bloomberg, Supply Chain, Equity Research, Technology Research, Alternative Investments, Hedge Funds, Convertible Arbitrage, Asset Managment, Portfolio Management, Convertible Bonds, Equities, Financial Analysis, Financial Modeling, Valuation, Asset Management, Bonds, Investments, Asset Allocation, Investment Management, Capital Markets, Derivatives, Investment Strategies, Options, Fixed Income, Securities, Financial Markets, ETFs, Equity Trading, Trading, Equity Derivatives, Investment Banking, Series 7, Structured Products, Emerging Markets, Fund Of Funds, Mutual Funds, Private Equity, Management
Education
United States Military Academy at West Point 1985 — 1989
Bachelor of Science (B.S.)
University of Iowa - Henry B. Tippie College of Business 1993 — 1995
Master of Business Administration (M.B.A.)
Robert W. Baird 2006 - 2009
American Express Financial Corporation 1996 - 2006
US Army 1989 - 1993
Skills
Bloomberg, Supply Chain, Equity Research, Technology Research, Alternative Investments, Hedge Funds, Convertible Arbitrage, Asset Managment, Portfolio Management, Convertible Bonds, Equities, Financial Analysis, Financial Modeling, Valuation, Asset Management, Bonds, Investments, Asset Allocation, Investment Management, Capital Markets, Derivatives, Investment Strategies, Options, Fixed Income, Securities, Financial Markets, ETFs, Equity Trading, Trading, Equity Derivatives, Investment Banking, Series 7, Structured Products, Emerging Markets, Fund Of Funds, Mutual Funds, Private Equity, Management
Education
United States Military Academy at West Point 1985 — 1989
Bachelor of Science (B.S.)
University of Iowa - Henry B. Tippie College of Business 1993 — 1995
Master of Business Administration (M.B.A.)
Angela (Bonnett) Campbell, PHR's Robert W. Baird Experience April 2000 - July 2002
Job Human Resources Manager
Industry Human Resources
Experience
Payroll Data Services July 2015 - Present
Pieper Electric, Inc. September 2008 - September 2012
Cathedral Consulting Group, LLC July 2007 - September 2008
Robert W. Baird April 2000 - July 2002
Skills
Succession Planning, Recruiting, Human Resources, Employee Engagement, Strategic Planning, Coaching, Employee Relations, Organizational..., Budgets, Microsoft Excel, Non-profits, Public Speaking, Leadership Development
Education
Regis University 2002 — 2006
Masters, Education
University of Wisconsin-Milwaukee 1995 — 1999
Bachelor of Arts, Communication
West Bend West High School 1991 — 1995
Payroll Data Services July 2015 - Present
Pieper Electric, Inc. September 2008 - September 2012
Cathedral Consulting Group, LLC July 2007 - September 2008
Robert W. Baird April 2000 - July 2002
Skills
Succession Planning, Recruiting, Human Resources, Employee Engagement, Strategic Planning, Coaching, Employee Relations, Organizational..., Budgets, Microsoft Excel, Non-profits, Public Speaking, Leadership Development
Education
Regis University 2002 — 2006
Masters, Education
University of Wisconsin-Milwaukee 1995 — 1999
Bachelor of Arts, Communication
West Bend West High School 1991 — 1995
David Kulakofsky's Robert W. Baird Experience 1999 - 2001
Job Director at Madison Capital Funding
Industry Banking
Experience
Madison Capital Funding June 2001 - Present
Robert W. Baird 1999 - 2001
Skills
Leveraged Finance, Financial Modeling, Middle Market, Due Diligence, Valuation, Corporate Finance, Investment Banking
Education
Northwestern University 1995 — 1999
BA, Economics
Northwestern University 1995 — 1999
BA, Economics
Madison Capital Funding June 2001 - Present
Robert W. Baird 1999 - 2001
Skills
Leveraged Finance, Financial Modeling, Middle Market, Due Diligence, Valuation, Corporate Finance, Investment Banking
Education
Northwestern University 1995 — 1999
BA, Economics
Northwestern University 1995 — 1999
BA, Economics
Abdalla Salah's Robert W. Baird Experience May 2008 - August 2008
Job Associate at GE Antares Capital
Industry Financial Services
Experience
GE Antares Capital July 2012 - Present
GE Capital October 2009 - July 2012
Transwestern June 2009 - August 2009
Robert W. Baird May 2008 - August 2008
Robert W. Baird May 2007 - August 2007
Robert W. Baird May 2006 - August 2006
Skills
Portfolio Management, Corporate Finance, Financial Analysis, Valuation, Finance, Financial Modeling, Credit Analysis, Fixed Income, Investments, Leveraged Finance, Due Diligence, Private Equity, Investment Banking, Credit Risk, Analysis, Loans
Education
Northwestern University - Kellogg School of Management 2014 — 2016
Master of Business Administration (MBA)
University of Wisconsin-Madison - School of Business 2004 — 2009
BBA, Finance & Real Estate
GE Antares Capital July 2012 - Present
GE Capital October 2009 - July 2012
Transwestern June 2009 - August 2009
Robert W. Baird May 2008 - August 2008
Robert W. Baird May 2007 - August 2007
Robert W. Baird May 2006 - August 2006
Skills
Portfolio Management, Corporate Finance, Financial Analysis, Valuation, Finance, Financial Modeling, Credit Analysis, Fixed Income, Investments, Leveraged Finance, Due Diligence, Private Equity, Investment Banking, Credit Risk, Analysis, Loans
Education
Northwestern University - Kellogg School of Management 2014 — 2016
Master of Business Administration (MBA)
University of Wisconsin-Madison - School of Business 2004 — 2009
BBA, Finance & Real Estate
Chris Salamasick's Robert W. Baird Experience June 2007 - August 2007
Job Financial Analyst at Lazard
Industry Financial Services
Experience
Lazard July 2008 - Present
Robert W. Baird June 2007 - August 2007
Education
Northwestern University 2004 — 2008
Lazard July 2008 - Present
Robert W. Baird June 2007 - August 2007
Education
Northwestern University 2004 — 2008
Chris Salamasick's Robert W. Baird Experience June 2007 - August 2007
Job Investment Banker, XMS Capital
Industry Investment Banking
Experience
XMS Capital Partners May 2014 - Present
Lazard July 2008 - April 2014
Robert W. Baird June 2007 - August 2007
Skills
Valuation, LBO, Recapitalizations, Investment Banking, Financial Modeling, Private Equity, Corporate Finance, M&A experience, Special Situations, Mergers, Capital Structure, Capital Markets, Equities, Due Diligence, Buyouts, Leveraged Finance, Corporate Development, Restructuring, DCF, Private Placements, Mergers & Acquisitions, Equity Research, Business Valuation
Education
Northwestern University 2004 — 2008
B.A., Economics, Geography
University of Otago 2008 — 2008
XMS Capital Partners May 2014 - Present
Lazard July 2008 - April 2014
Robert W. Baird June 2007 - August 2007
Skills
Valuation, LBO, Recapitalizations, Investment Banking, Financial Modeling, Private Equity, Corporate Finance, M&A experience, Special Situations, Mergers, Capital Structure, Capital Markets, Equities, Due Diligence, Buyouts, Leveraged Finance, Corporate Development, Restructuring, DCF, Private Placements, Mergers & Acquisitions, Equity Research, Business Valuation
Education
Northwestern University 2004 — 2008
B.A., Economics, Geography
University of Otago 2008 — 2008
Justin Kleber, CFA's Robert W. Baird Experience February 2009 - Present
Job Equity Research Analyst at Robert W. Baird
Industry Capital Markets
Experience
Robert W. Baird February 2009 - Present
Wachovia Capital Markets November 2007 - February 2009
A.G. Edwards July 2006 - November 2007
Skills
Equity Research, Factset, Financial Modeling, Equities, Investments, Equity Valuation, Financial Analysis, Stocks, Valuation, Series 7, Capital Markets
Education
Southern Illinois University, Edwardsville 2002 — 2006
BS, Economics & Finance
Robert W. Baird February 2009 - Present
Wachovia Capital Markets November 2007 - February 2009
A.G. Edwards July 2006 - November 2007
Skills
Equity Research, Factset, Financial Modeling, Equities, Investments, Equity Valuation, Financial Analysis, Stocks, Valuation, Series 7, Capital Markets
Education
Southern Illinois University, Edwardsville 2002 — 2006
BS, Economics & Finance
Brent Finck's Robert W. Baird Experience 2006 - 2007
Job High Yield Portfolio Manager at Aviva Investors
Industry Financial Services
Experience
Aviva Investors 2013 - Present
Aviva Investors 2008 - 2013
Victory Park Capital 2007 - 2008
Robert W. Baird 2006 - 2007
4086 Advisors 2003 - 2006
Dow AgroSciences 2002 - 2003
Skills
Portfolio Management, Equity Research, Investments, Derivatives, Fixed Income, Asset Management, Financial Modeling, Bloomberg, Hedge Funds
Education
University of Illinois at Urbana-Champaign - College of Business 1998 — 2002
Aviva Investors 2013 - Present
Aviva Investors 2008 - 2013
Victory Park Capital 2007 - 2008
Robert W. Baird 2006 - 2007
4086 Advisors 2003 - 2006
Dow AgroSciences 2002 - 2003
Skills
Portfolio Management, Equity Research, Investments, Derivatives, Fixed Income, Asset Management, Financial Modeling, Bloomberg, Hedge Funds
Education
University of Illinois at Urbana-Champaign - College of Business 1998 — 2002
Eric Bilenko's Robert W. Baird Experience 1996 - 2005
Job Chief Operating Officer at Tru Fragrance and Beauty (formerly Romane Fragrances)
Industry Consumer Goods
Experience
Tru Fragrance and Beauty April 2009 - Present
BMO Capital Markets 2005 - 2008
Robert W. Baird 1996 - 2005
Bank of America 1994 - 1996
Skills
Mergers
Education
University of Illinois 1989 — 1993
Bachelor of Science, Finance & Actuarial Science
University of Illinois at Urbana-Champaign 1989 — 1993
University of Illinois at Urbana-Champaign - College of Business 1989 — 1993
LAS, Actuarial Science & Finance
Tru Fragrance and Beauty April 2009 - Present
BMO Capital Markets 2005 - 2008
Robert W. Baird 1996 - 2005
Bank of America 1994 - 1996
Skills
Mergers
Education
University of Illinois 1989 — 1993
Bachelor of Science, Finance & Actuarial Science
University of Illinois at Urbana-Champaign 1989 — 1993
University of Illinois at Urbana-Champaign - College of Business 1989 — 1993
LAS, Actuarial Science & Finance
Nathan Scherper's Robert W. Baird Experience October 2007 - December 2007
Job Vice President at Sherper's Inc
Industry Retail
Experience
Sherper's Inc March 2015 - Present
Abercrombie & Fitch August 2013 - January 2015
Abercrombie & Fitch August 2011 - August 2013
Abercrombie & Fitch May 2010 - August 2011
Abercrombie & Fitch February 2009 - May 2010
Sherper's Inc. June 1998 - February 2009
DeMatteo Monness December 2007 - March 2008
Robert W. Baird October 2007 - December 2007
Robert W. Baird June 2007 - September 2007
Skills
Store Management, Fashion, Retail, Visual Merchandising, Apparel, Equity Research, Trend Analysis, Merchandising, Retail Sales, Social Media
Education
Northwestern University 2004 — 2008
Bachelor of Arts (B.A.), Economics
Sherper's Inc March 2015 - Present
Abercrombie & Fitch August 2013 - January 2015
Abercrombie & Fitch August 2011 - August 2013
Abercrombie & Fitch May 2010 - August 2011
Abercrombie & Fitch February 2009 - May 2010
Sherper's Inc. June 1998 - February 2009
DeMatteo Monness December 2007 - March 2008
Robert W. Baird October 2007 - December 2007
Robert W. Baird June 2007 - September 2007
Skills
Store Management, Fashion, Retail, Visual Merchandising, Apparel, Equity Research, Trend Analysis, Merchandising, Retail Sales, Social Media
Education
Northwestern University 2004 — 2008
Bachelor of Arts (B.A.), Economics
David AuBuchon's Robert W. Baird Experience December 2007 - August 2012
Job Research Analyst at Kennedy Capital Management, Inc.
Industry Financial Services
Experience
Kennedy Capital Management, Inc. 2012 - Present
Robert W. Baird December 2007 - August 2012
A.G. Edwards 1993 - 2007
A.G. Edwards & Sons, Inc 1993 - 2007
Education
Saint Louis University 1993 — 1995
MBA, Finance
Missouri State University 1989 — 1993
BS, Business
Kennedy Capital Management, Inc. 2012 - Present
Robert W. Baird December 2007 - August 2012
A.G. Edwards 1993 - 2007
A.G. Edwards & Sons, Inc 1993 - 2007
Education
Saint Louis University 1993 — 1995
MBA, Finance
Missouri State University 1989 — 1993
BS, Business
Jennifer DeLaura's Robert W. Baird Experience April 1999 - December 2008
Job Wildtree Team Leader
Industry Food & Beverages
Experience
Wildtree Herbs, Inc. April 2009 - Present
United Way of Greater Milwaukee March 2010 - May 2013
United Way of Greater Milwaukee April 2009 - March 2010
Robert W. Baird April 1999 - December 2008
Education
St. Norbert College 1991 — 1995
Wildtree Herbs, Inc. April 2009 - Present
United Way of Greater Milwaukee March 2010 - May 2013
United Way of Greater Milwaukee April 2009 - March 2010
Robert W. Baird April 1999 - December 2008
Education
St. Norbert College 1991 — 1995
Paul Solberg's Robert W. Baird Experience Financial AdvisorPrudential SecuritiesAugust 1989 - March 1995
Job Sr Vice President at Robert W Baird
Industry Financial Services
Experience
Robert W Baird Financial AdvisorPrudential SecuritiesAugust 1989 - March 1995
Skills
Series 7, Retirement Planning
Education
University of Michigan - Stephen M. Ross School of Business 1981 — 1985
Robert W Baird Financial AdvisorPrudential SecuritiesAugust 1989 - March 1995
Skills
Series 7, Retirement Planning
Education
University of Michigan - Stephen M. Ross School of Business 1981 — 1985
Eslee Xiong's Robert W. Baird Experience June 2005 - Present
Job Server Engineer at Robert W. Baird
Industry Information Services
Experience
Robert W. Baird June 2005 - Present
Skills
Active Directory, Windows Server, Disaster Recovery, VMware, Microsoft SQL Server, Citrix, Troubleshooting, Computer Hardware, DHCP, DNS, Data Center, IIS, Microsoft Technologies, Operating Systems, Powershell, SCCM, SQL, System Administration, System Deployment, VBScript, Visio, Windows 7
Education
University of California, Davis 1993 — 1994
Robert W. Baird June 2005 - Present
Skills
Active Directory, Windows Server, Disaster Recovery, VMware, Microsoft SQL Server, Citrix, Troubleshooting, Computer Hardware, DHCP, DNS, Data Center, IIS, Microsoft Technologies, Operating Systems, Powershell, SCCM, SQL, System Administration, System Deployment, VBScript, Visio, Windows 7
Education
University of California, Davis 1993 — 1994
David Berndes's Robert W. Baird Experience June 2002 - February 2007
Job Big Time Logistics LLC
Industry Logistics and Supply Chain
Experience
Northern Trust June 2008 - September 2013
Tuco Trading, LLC March 2007 - March 2008
Robert W. Baird June 2002 - February 2007
ADM Investor Services March 2002 - June 2002
Skills
Asset Management, Asset Allocation, Hedge Funds, Investments, Due Diligence, Series 7, Corporate Finance, Securities, Investment Management, Mutual Funds, Data Analysis, Bonds, Analysis, Series 63, Risk Management, Business Analysis, Financial Reporting, Banking, Mergers & Acquisitions, Microsoft Excel
Education
University of Wisconsin-Madison 1993 — 1996
Bachelor of Arts, Journalism
Loyola University of Chicago - Graduate School of Business 2008 — 2011
MBA/MSF, Finance
Northern Trust June 2008 - September 2013
Tuco Trading, LLC March 2007 - March 2008
Robert W. Baird June 2002 - February 2007
ADM Investor Services March 2002 - June 2002
Skills
Asset Management, Asset Allocation, Hedge Funds, Investments, Due Diligence, Series 7, Corporate Finance, Securities, Investment Management, Mutual Funds, Data Analysis, Bonds, Analysis, Series 63, Risk Management, Business Analysis, Financial Reporting, Banking, Mergers & Acquisitions, Microsoft Excel
Education
University of Wisconsin-Madison 1993 — 1996
Bachelor of Arts, Journalism
Loyola University of Chicago - Graduate School of Business 2008 — 2011
MBA/MSF, Finance
Derek Schneider's Robert W. Baird Experience July 2005 - November 2006
Job Associate Real Estate Investing at Morgan Stanley
Industry Real Estate
Experience
Morgan Stanley August 2011 - Present
JER Partners August 2008 - July 2011
Lehman Brothers November 2006 - March 2008
Robert W. Baird July 2005 - November 2006
Education
Northwestern University 2001 — 2005
BA, Economics
The London School of Economics and Political Science (LSE) 2003 — 2003
Summer Study Abroad, International Economics
Morgan Stanley August 2011 - Present
JER Partners August 2008 - July 2011
Lehman Brothers November 2006 - March 2008
Robert W. Baird July 2005 - November 2006
Education
Northwestern University 2001 — 2005
BA, Economics
The London School of Economics and Political Science (LSE) 2003 — 2003
Summer Study Abroad, International Economics
Trish Renner (Hansen)'s Robert W. Baird Experience June 2000 - Present
Job Managing Director at Robert W. Baird
Industry Financial Services
Experience
Robert W. Baird June 2000 - Present
Arthur Andersen 1993 - 1999
Skills
Financial Modeling, Mergers & Acquisitions, Financial Analysis, Valuation, Due Diligence, Strategic Planning, Private Equity, Corporate Finance, Investments, Management
Education
Northwestern University - Kellogg School of Management 1999 — 2000
MM
University of Wisconsin-Milwaukee - Lubar School of Business
Winneconne
Robert W. Baird June 2000 - Present
Arthur Andersen 1993 - 1999
Skills
Financial Modeling, Mergers & Acquisitions, Financial Analysis, Valuation, Due Diligence, Strategic Planning, Private Equity, Corporate Finance, Investments, Management
Education
Northwestern University - Kellogg School of Management 1999 — 2000
MM
University of Wisconsin-Milwaukee - Lubar School of Business
Winneconne
Tom Hughbanks's Robert W. Baird Experience 1999 - 2000
Job QA Automation Developer
Industry Financial Services
Experience
Penta Technologies July 2012 - September 2014
SysLogic, Inc. September 2011 - July 2012
Genesis 10 February 2011 - September 2011
NightHawk Radiology Services October 2006 - January 2011
Copesan Services December 2003 - October 2006
Compuware May 1996 - December 2003
Robert W. Baird 1999 - 2000
Skills
Quality Assurance, Testing, Scrum, Agile Methodologies, SDLC, XML, Test Automation, .NET, Team Leadership, Project Management, Software Development, Requirements Analysis
Education
University of Wisconsin-Madison 1985 — 1990
BA, Economics
Robert Morris University 1990 — 1993
MBA, Sports Administration, Computer Information Systems
American Community School
Penta Technologies July 2012 - September 2014
SysLogic, Inc. September 2011 - July 2012
Genesis 10 February 2011 - September 2011
NightHawk Radiology Services October 2006 - January 2011
Copesan Services December 2003 - October 2006
Compuware May 1996 - December 2003
Robert W. Baird 1999 - 2000
Skills
Quality Assurance, Testing, Scrum, Agile Methodologies, SDLC, XML, Test Automation, .NET, Team Leadership, Project Management, Software Development, Requirements Analysis
Education
University of Wisconsin-Madison 1985 — 1990
BA, Economics
Robert Morris University 1990 — 1993
MBA, Sports Administration, Computer Information Systems
American Community School
Garrett Ponciroli's Robert W. Baird Experience November 2004 - January 2015
Job Tech Lead Database Administration,VP, MCP
Industry Financial Services
Experience
Robert W. Baird & Co. January 2015 - Present
Robert W. Baird November 2004 - January 2015
Robert W. Baird September 2003 - November 2004
Robert W. Baird December 2000 - November 2002
Michigan State University March 1996 - December 2000
Granite Solutions 1999 - 1999
Purdue University 1993 - 1996
Skills
Microsoft SQL Server, SSIS, SQL Tuning, SSRS, Database Administration, T-SQL, Software Development, Database Design, IIS, ETL, VBScript, SharePoint, Analysis Services, SQL, Microsoft CRM, Powershell, Virtualization, Azure, SSAS, High Availability..., SQL Clustering, SQL Server..., SQL Server 2014, SQL Server 2012, SQL Server 2008, SQL Server Performance..., Query Optimization, Database Optimization, SQL Server Licensing, DTS, Databases, Windows Server, Performance Tuning
Education
Purdue University 1993 — 1996
MS, Agronomy
Purdue University 1989 — 1993
BS, Environmental Science
Wawasee High School 1986 — 1989
Robert W. Baird & Co. January 2015 - Present
Robert W. Baird November 2004 - January 2015
Robert W. Baird September 2003 - November 2004
Robert W. Baird December 2000 - November 2002
Michigan State University March 1996 - December 2000
Granite Solutions 1999 - 1999
Purdue University 1993 - 1996
Skills
Microsoft SQL Server, SSIS, SQL Tuning, SSRS, Database Administration, T-SQL, Software Development, Database Design, IIS, ETL, VBScript, SharePoint, Analysis Services, SQL, Microsoft CRM, Powershell, Virtualization, Azure, SSAS, High Availability..., SQL Clustering, SQL Server..., SQL Server 2014, SQL Server 2012, SQL Server 2008, SQL Server Performance..., Query Optimization, Database Optimization, SQL Server Licensing, DTS, Databases, Windows Server, Performance Tuning
Education
Purdue University 1993 — 1996
MS, Agronomy
Purdue University 1989 — 1993
BS, Environmental Science
Wawasee High School 1986 — 1989
Alan Purintun's Robert W. Baird Experience 1994 - 2000
Job Owner, Oarsman Capital
Industry Investment Management
Experience
Oarsman Capital, Inc. 2000 - Present
Robert W. Baird 1994 - 2000
Central Intelligence Agency 1987 - 1992
Skills
Investments, Investment Advisory, Investment Management, Financial Modeling, Private Equity, Equities, Portfolio Management, Valuation, Asset Managment, Due Diligence, Business Strategy
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1992 — 1994
MBA
Yale University 1982 — 1986
BA, History
Oarsman Capital, Inc. 2000 - Present
Robert W. Baird 1994 - 2000
Central Intelligence Agency 1987 - 1992
Skills
Investments, Investment Advisory, Investment Management, Financial Modeling, Private Equity, Equities, Portfolio Management, Valuation, Asset Managment, Due Diligence, Business Strategy
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1992 — 1994
MBA
Yale University 1982 — 1986
BA, History
Michael Petroff, CFA's Robert W. Baird Experience April 2003 - July 2006
Job U.S. Value Team at Artisan Partners
Industry Investment Management
Experience
Artisan Partners March 2010 - Present
Heartland Advisors August 2006 - February 2010
Robert W. Baird April 2003 - July 2006
Deutsche Bank Securities July 1995 - July 2002
Skills
Fixed Income, Hedge Funds, Portfolio Management, Mutual Funds, Institutional..., Investments, Structured Finance, Strategy, Valuation
Education
University of Pennsylvania - The Wharton School 1999 — 2001
MBA, Finance
Princeton University 1991 — 1995
Artisan Partners March 2010 - Present
Heartland Advisors August 2006 - February 2010
Robert W. Baird April 2003 - July 2006
Deutsche Bank Securities July 1995 - July 2002
Skills
Fixed Income, Hedge Funds, Portfolio Management, Mutual Funds, Institutional..., Investments, Structured Finance, Strategy, Valuation
Education
University of Pennsylvania - The Wharton School 1999 — 2001
MBA, Finance
Princeton University 1991 — 1995
Wayne Rice - MBA, PMP, CSM's Robert W. Baird Experience 2007 - 2009
Job Sr Project Manager consultant at Northwestern Mutual via Codeworks
Industry Information Technology and Services
Experience
Northwestern Mutual May 2011 - Present
Codeworks June 2010 - Present
Kohls June 2010 - April 2011
AQS August 2009 - March 2010
Compuware May 2005 - March 2009
Robert W. Baird 2007 - 2009
compuware corp 2005 - 2009
Capgemini November 2000 - April 2005
cap gemini 2000 - 2005
cap gemini 2000 - 2005
Skills
SDLC, PMO, Scrum, Outsourcing, Integration, Project Management, Project Planning, Software Development, PMP, Business Analysis, Agile Methodologies, SharePoint, Leadership, Visio, Management, Budgets, Cloud Computing, Software Project..., IT Management, Enterprise Software, Enterprise Architecture, Agile Project Management, ERP, IT Strategy, Program Management, Project Portfolio..., Requirements Analysis, Requirements Gathering, Vendor Management
Education
Scrum Alliance 2010 — 2010
CSM, Scrum Master
Project Management Institute 2004 — 2004
PMP, Project Management
Marquette University 1988 — 1993
MBA, Business Administration
Marquette University 1982 — 1986
Bachelor of Science, Computer Science
Three Lakes High School 1978 — 1982
High School
Northwestern Mutual May 2011 - Present
Codeworks June 2010 - Present
Kohls June 2010 - April 2011
AQS August 2009 - March 2010
Compuware May 2005 - March 2009
Robert W. Baird 2007 - 2009
compuware corp 2005 - 2009
Capgemini November 2000 - April 2005
cap gemini 2000 - 2005
cap gemini 2000 - 2005
Skills
SDLC, PMO, Scrum, Outsourcing, Integration, Project Management, Project Planning, Software Development, PMP, Business Analysis, Agile Methodologies, SharePoint, Leadership, Visio, Management, Budgets, Cloud Computing, Software Project..., IT Management, Enterprise Software, Enterprise Architecture, Agile Project Management, ERP, IT Strategy, Program Management, Project Portfolio..., Requirements Analysis, Requirements Gathering, Vendor Management
Education
Scrum Alliance 2010 — 2010
CSM, Scrum Master
Project Management Institute 2004 — 2004
PMP, Project Management
Marquette University 1988 — 1993
MBA, Business Administration
Marquette University 1982 — 1986
Bachelor of Science, Computer Science
Three Lakes High School 1978 — 1982
High School
Sherry Bremer's Robert W. Baird Experience 1987 - 1997
Job Financial Advisor at Stonebridge Financial Planning Group
Industry Financial Services
Experience
Stonebridge Financial Planning Group January 2014 - Present
Garvin Financial Group, LLC October 2008 - January 2014
Raymond James Financial 1999 - 2006
Robert W. Baird 1987 - 1997
Education
University of Michigan 1961 — 1962
History/Political Science
Western Michigan University 1959 — 1961
History, Political Science
Stonebridge Financial Planning Group January 2014 - Present
Garvin Financial Group, LLC October 2008 - January 2014
Raymond James Financial 1999 - 2006
Robert W. Baird 1987 - 1997
Education
University of Michigan 1961 — 1962
History/Political Science
Western Michigan University 1959 — 1961
History, Political Science
Amy McKelvie's Robert W. Baird Experience September 2004 - September 2005
Job Human Resources Professional
Industry Human Resources
Experience
MillerCoors June 2009 - Present
Rockwell Automation October 2007 - December 2008
Archdiocese of Milwaukee September 2005 - September 2006
Robert W. Baird September 2004 - September 2005
Kohls September 2002 - September 2003
Harley-Davidson Motor Company 2002 - 2003
Education
Cudahy High School 1985 — 1989
Mount Mary University
MillerCoors June 2009 - Present
Rockwell Automation October 2007 - December 2008
Archdiocese of Milwaukee September 2005 - September 2006
Robert W. Baird September 2004 - September 2005
Kohls September 2002 - September 2003
Harley-Davidson Motor Company 2002 - 2003
Education
Cudahy High School 1985 — 1989
Mount Mary University
Chris Weltzer's Robert W. Baird Experience June 2009 - December 2011
Job Analyst at Anchor Bolt Capital
Industry Capital Markets
Experience
Anchor Bolt Capital, LP December 2011 - Present
Robert W. Baird June 2009 - December 2011
Robert W. Baird May 2006 - June 2009
Skills
Equity Research, Valuation, Financial Modeling, Bloomberg, Equities, Equity Valuation, Hedge Funds, Capital Markets, Investments
Education
Northwestern University 2002 — 2006
BA
Anchor Bolt Capital, LP December 2011 - Present
Robert W. Baird June 2009 - December 2011
Robert W. Baird May 2006 - June 2009
Skills
Equity Research, Valuation, Financial Modeling, Bloomberg, Equities, Equity Valuation, Hedge Funds, Capital Markets, Investments
Education
Northwestern University 2002 — 2006
BA
Chris Leberfing's Robert W. Baird Experience July 2001 - Present
Job VP Investments at Robert W. Baird
Industry Financial Services
Experience
Robert W. Baird July 2001 - Present
Journal Communications/PrimeNet Marketing Services July 1996 - February 2000
Kohler July 1991 - July 1996
Arthur Andersen 1989 - 1991
Skills
Estate Planning, Finance, Financial Analysis, Financial Planning, Fixed Annuities, Investments, Leadership, Marketing, Mutual Funds, Personal Finance, Public Speaking, Retirement, Retirement Planning, Strategic Financial..., Team Building, Wealth Management
Education
University of Notre Dame 1985 — 1989
BBA, Accountancy
Grafton High School 1981 — 1985
High School, General
Robert W. Baird July 2001 - Present
Journal Communications/PrimeNet Marketing Services July 1996 - February 2000
Kohler July 1991 - July 1996
Arthur Andersen 1989 - 1991
Skills
Estate Planning, Finance, Financial Analysis, Financial Planning, Fixed Annuities, Investments, Leadership, Marketing, Mutual Funds, Personal Finance, Public Speaking, Retirement, Retirement Planning, Strategic Financial..., Team Building, Wealth Management
Education
University of Notre Dame 1985 — 1989
BBA, Accountancy
Grafton High School 1981 — 1985
High School, General
Amy Steffek's Robert W. Baird Experience 2006 - 2008
Job Institutional Sales at Alliance Bernstein
Industry Financial Services
Experience
Alliance Bernstein Institutional SalesSanford C. Bernstein2008 - Present
Robert W. Baird 2006 - 2008
Lehman Brothers 2004 - 2006
Cleary Gull Inc. 1998 - 2001
Miller Brewing Company 1996 - 1998
Education
University of Wisconsin-Madison 1994 — 1995
BS, finance
University of Michigan - Stephen M. Ross School of Business
Master of Business Administration (MBA)
Alliance Bernstein Institutional SalesSanford C. Bernstein2008 - Present
Robert W. Baird 2006 - 2008
Lehman Brothers 2004 - 2006
Cleary Gull Inc. 1998 - 2001
Miller Brewing Company 1996 - 1998
Education
University of Wisconsin-Madison 1994 — 1995
BS, finance
University of Michigan - Stephen M. Ross School of Business
Master of Business Administration (MBA)
Andrew Snow's Robert W. Baird Experience Director, Investment BankingCredit SuisseAugust 1995 - May 2004
Job Managing Director at Robert W. Baird
Industry Investment Banking
Experience
Robert W. Baird Director, Investment BankingCredit SuisseAugust 1995 - May 2004
Education
The University of Chicago Booth School of Business 1993 — 1995
MBA
Middlebury College 1986 — 1990
BA, History, Spanish
Robert W. Baird Director, Investment BankingCredit SuisseAugust 1995 - May 2004
Education
The University of Chicago Booth School of Business 1993 — 1995
MBA
Middlebury College 1986 — 1990
BA, History, Spanish
Charles Weber's Robert W. Baird Experience January 2009 - Present
Job Senior Associate General Counsel at Robert W. Baird & Co.
Industry Legal Services
Experience
Robert W. Baird January 2009 - Present
Robert W. Baird July 2005 - December 2008
Quarles & Brady LLP November 1993 - June 2005
Skills
Securities, Licensing, Securities Regulation, Securities Law, Investment Banking, Asset Management, Public Finance, Mutual Funds, Investment Advisory, Series 63, Uniform Combined State..., Series 7, Corporate Law, FINRA, Investments, Corporate Governance, Mergers & Acquisitions, Private Equity
Education
University of California, Los Angeles - School of Law 1986 — 1989
JD, Law
Princeton University 1981 — 1986
BA, Politics
Nicolet High School 1977 — 1981
Robert W. Baird January 2009 - Present
Robert W. Baird July 2005 - December 2008
Quarles & Brady LLP November 1993 - June 2005
Skills
Securities, Licensing, Securities Regulation, Securities Law, Investment Banking, Asset Management, Public Finance, Mutual Funds, Investment Advisory, Series 63, Uniform Combined State..., Series 7, Corporate Law, FINRA, Investments, Corporate Governance, Mergers & Acquisitions, Private Equity
Education
University of California, Los Angeles - School of Law 1986 — 1989
JD, Law
Princeton University 1981 — 1986
BA, Politics
Nicolet High School 1977 — 1981
Judy Hartong's Robert W. Baird Experience August 1993 - July 1997
Job Administrative Director at JM Horseman Group
Industry Financial Services
Experience
JM Horseman Group August 2002 - Present
Prudential Securities August 2000 - August 2002
Morgan Stanley Dean Witter February 2000 - August 2000
Robert W. Baird August 1993 - July 1997
Shearson Lehmann May 1987 - August 1990
Dean Witter February 1977 - May 1987
Education
University of Nebraska at Omaha 1977 — 1979
Business
JM Horseman Group August 2002 - Present
Prudential Securities August 2000 - August 2002
Morgan Stanley Dean Witter February 2000 - August 2000
Robert W. Baird August 1993 - July 1997
Shearson Lehmann May 1987 - August 1990
Dean Witter February 1977 - May 1987
Education
University of Nebraska at Omaha 1977 — 1979
Business
Garrett Holland's Robert W. Baird Experience 2007 - Present
Job Research Analyst at Robert W. Baird
Industry Capital Markets
Experience
Robert W. Baird 2007 - Present
A.G. Edwards & Sons, Inc. 2005 - 2007
Federal Reserve Bank of St. Louis 2004 - 2005
Education
Saint Louis University
BSBA, Economics & Finance
Robert W. Baird 2007 - Present
A.G. Edwards & Sons, Inc. 2005 - 2007
Federal Reserve Bank of St. Louis 2004 - 2005
Education
Saint Louis University
BSBA, Economics & Finance
Raymond Evans, CFM's Robert W. Baird Experience 2002 - 2003
Job Highly Accomplished Sales Professional
Industry Financial Services
Experience
UniFirst Corporation January 2015 - Present
ABM Industries 2013 - 2014
Evans Capital Consulting, LLC January 2012 - March 2013
Citigroup Smith Barney November 2003 - December 2011
Morgan Stanley November 2003 - December 2011
Citi November 2003 - December 2011
Citigroup Global markets Inc. November 2003 - December 2011
Robert W. Baird 2002 - 2003
Merrill Lynch 1996 - 2002
Skills
Investments, Wealth Management, Leadership, Management, Loans, Financial Services, Relationship Management, Credit, Private Banking, Sales, Securities, Sales Operations, Mutual Funds, Mortgage Lending, ETFs, Facilities Management, Asset Management, Series 63, New Business Development, Sales Management, Business Relationship..., Sales Presentations, Management Consulting, Business Consulting, Territory Planning, Expense Management, Sales Trainings, Problem Solving, Conflict Resolution, Project Planning, Project Coordination, Recruiting, Time Management, Cross-functional Team..., Cross Selling, Coaching, Credit Analysis
Education
Nicholls State University 1989 — 1991
BS, Business Communications
University of Miami 1987 — 1988
Communications
UniFirst Corporation January 2015 - Present
ABM Industries 2013 - 2014
Evans Capital Consulting, LLC January 2012 - March 2013
Citigroup Smith Barney November 2003 - December 2011
Morgan Stanley November 2003 - December 2011
Citi November 2003 - December 2011
Citigroup Global markets Inc. November 2003 - December 2011
Robert W. Baird 2002 - 2003
Merrill Lynch 1996 - 2002
Skills
Investments, Wealth Management, Leadership, Management, Loans, Financial Services, Relationship Management, Credit, Private Banking, Sales, Securities, Sales Operations, Mutual Funds, Mortgage Lending, ETFs, Facilities Management, Asset Management, Series 63, New Business Development, Sales Management, Business Relationship..., Sales Presentations, Management Consulting, Business Consulting, Territory Planning, Expense Management, Sales Trainings, Problem Solving, Conflict Resolution, Project Planning, Project Coordination, Recruiting, Time Management, Cross-functional Team..., Cross Selling, Coaching, Credit Analysis
Education
Nicholls State University 1989 — 1991
BS, Business Communications
University of Miami 1987 — 1988
Communications
Jeff Seaman's Robert W. Baird Experience 2008 - Present
Job Managing Director at Robert W. Baird
Industry Investment Banking
Experience
Robert W. Baird 2008 - Present
Bear Stearns 2006 - 2007
Lehman Brothers 1991 - 2006
Education
Northwestern University - Kellogg School of Management 1989 — 1991
MBA, Finance
Southern Methodist University 1983 — 1987
BA, BBA, Finance, Political Science
University School of Milwaukee
Robert W. Baird 2008 - Present
Bear Stearns 2006 - 2007
Lehman Brothers 1991 - 2006
Education
Northwestern University - Kellogg School of Management 1989 — 1991
MBA, Finance
Southern Methodist University 1983 — 1987
BA, BBA, Finance, Political Science
University School of Milwaukee
Natalie Dockerty's Robert W. Baird Experience March 1992 - May 1997
Job Office Manager at Midwest Designer Supply, Inc.
Industry Wholesale
Experience
Midwest Designer Supply, Inc. January 1998 - Present
Summerfest June 2011 - Present
Robert W. Baird March 1992 - May 1997
Skills
Customer Service, Microsoft Word, Outlook, Event Planning, Microsoft Excel, Retail, Inventory Management, Microsoft Office, Photoshop, CPOE, Accounts Receivable, InDesign, Newsletters, Accounting, Spreadsheets, PowerPoint, Sales, Draperies, Administrative..., Word, Excel, Order Entry, Customer Relations, Problem Solving, Administrative Support, Social Media
Education
Milwaukee Area Technical College 1990 — 1992
A.A.S., Information Processing
Midwest Designer Supply, Inc. January 1998 - Present
Summerfest June 2011 - Present
Robert W. Baird March 1992 - May 1997
Skills
Customer Service, Microsoft Word, Outlook, Event Planning, Microsoft Excel, Retail, Inventory Management, Microsoft Office, Photoshop, CPOE, Accounts Receivable, InDesign, Newsletters, Accounting, Spreadsheets, PowerPoint, Sales, Draperies, Administrative..., Word, Excel, Order Entry, Customer Relations, Problem Solving, Administrative Support, Social Media
Education
Milwaukee Area Technical College 1990 — 1992
A.A.S., Information Processing
Chris Didier's Robert W. Baird Experience September 1991 - Present
Job Managing Director at Robert W. Baird
Industry Financial Services
Experience
Robert W. Baird September 1991 - Present
Education
The University of Chicago Booth School of Business 1999 — 2002
MBA
University of Wisconsin-Madison 1981 — 1986
BS, Education
Robert W. Baird September 1991 - Present
Education
The University of Chicago Booth School of Business 1999 — 2002
MBA
University of Wisconsin-Madison 1981 — 1986
BS, Education
Begoña Romero Cruz's Robert W. Baird Experience August 2005 - May 2007
Job Head of PBS Global Strategy and Operations
Industry Internet
Experience
Google January 2014 - Present
Google May 2007 - December 2013
Robert W. Baird August 2005 - May 2007
Citigroup, London 2000 - 2005
Education
ISDI: Instituto Superior Desarrollo Internet 2009 — 2010
Masters, Internet Business
Universidad Pontificia Comillas 1995 — 2000
ADE (E2), Finance
Google January 2014 - Present
Google May 2007 - December 2013
Robert W. Baird August 2005 - May 2007
Citigroup, London 2000 - 2005
Education
ISDI: Instituto Superior Desarrollo Internet 2009 — 2010
Masters, Internet Business
Universidad Pontificia Comillas 1995 — 2000
ADE (E2), Finance
Fred Klug's Robert W. Baird Experience 1994 - 2001
Job at Tri City National Bank
Industry Financial Services
Experience
Tri City Bankshares October 2009 - Present
Johnson Bank September 2008 - November 2009
Merchants and Manufacturers Bancorporation 2001 - 2008
Robert W Baird 1994 - 2001
Skills
Financial Analysis, Banking, Commercial Banking, Mergers, Credit, Investments, Portfolio Management, Mergers & Acquisitions, Strategic Financial..., Cash Management, Investment Banking, Finance
Education
University of Notre Dame - Mendoza College of Business 1997 — 1998
MBA, Business
University of North Carolina at Chapel Hill 1990 — 1994
Bachelor of Science, Business
University School
Tri City Bankshares October 2009 - Present
Johnson Bank September 2008 - November 2009
Merchants and Manufacturers Bancorporation 2001 - 2008
Robert W Baird 1994 - 2001
Skills
Financial Analysis, Banking, Commercial Banking, Mergers, Credit, Investments, Portfolio Management, Mergers & Acquisitions, Strategic Financial..., Cash Management, Investment Banking, Finance
Education
University of Notre Dame - Mendoza College of Business 1997 — 1998
MBA, Business
University of North Carolina at Chapel Hill 1990 — 1994
Bachelor of Science, Business
University School
Nick Costello's Robert W. Baird Experience November 2002 - December 2007
Job Trader at Artisan Partners
Industry Investment Management
Experience
Artisan Partners Limited Partnership January 2008 - Present
Robert W. Baird November 2002 - December 2007
JPMorgan July 1999 - July 2002
M&I Foreign Exchange Trading 1998 - 1999
Skills
Corporate Finance, Equities, Financial Modeling, Investments, Financial Analysis, Valuation, Trading, Bloomberg, Investment Banking, Equity Research, Mutual Funds, Fixed Income, Alternative Investments, Portfolio Management, Hedge Funds
Education
Marquette University 1995 — 1999
BS, Finance
Scotus Central Catholic High School
Artisan Partners Limited Partnership January 2008 - Present
Robert W. Baird November 2002 - December 2007
JPMorgan July 1999 - July 2002
M&I Foreign Exchange Trading 1998 - 1999
Skills
Corporate Finance, Equities, Financial Modeling, Investments, Financial Analysis, Valuation, Trading, Bloomberg, Investment Banking, Equity Research, Mutual Funds, Fixed Income, Alternative Investments, Portfolio Management, Hedge Funds
Education
Marquette University 1995 — 1999
BS, Finance
Scotus Central Catholic High School
F.R. Dengel's Robert W. Baird Experience 1995 - 1999
Job Managing Director at Emory & Co., LLC
Industry Investment Banking
Experience
Emory & Co., LLC March 1999 - Present
Prevent Blindness Wisconsin November 1995 - Present
Robert W. Baird 1995 - 1999
Education
Northwestern University - Kellogg School of Management 1994 — 1995
MBA, Finance / Accounting
Williams College 1983 — 1987
BA, Economics
University School of Milwaukee
Emory & Co., LLC March 1999 - Present
Prevent Blindness Wisconsin November 1995 - Present
Robert W. Baird 1995 - 1999
Education
Northwestern University - Kellogg School of Management 1994 — 1995
MBA, Finance / Accounting
Williams College 1983 — 1987
BA, Economics
University School of Milwaukee
Young Im, CFA, CPA's Robert W. Baird Experience April 2003 - June 2006
Job Senior Equity Analyst Financial Services at Segall Bryant & Hamill
Industry Investment Management
Experience
Segall Bryant & Hamill January 2011 - Present
Talon Asset Management (Acquired by Bank of New York Mellon) July 2006 - January 2011
Robert W. Baird April 2003 - June 2006
ABN AMRO September 1995 - March 2003
Skills
Investments, Banking, Equities, Portfolio Management, Asset Management, Valuation, Financial Modeling, Asset Managment, Strategy, Equity Research, Financial Analysis, Insurance, Financial Services, Investment Management, Capital Markets
Education
Northwestern University - Kellogg School of Management 2000 — 2003
MBA, Analytical Finance, Strategy & Management
University of Illinois at Urbana-Champaign - College of Business 1990 — 1994
B.S., Accountancy, Finance
Niles North
Segall Bryant & Hamill January 2011 - Present
Talon Asset Management (Acquired by Bank of New York Mellon) July 2006 - January 2011
Robert W. Baird April 2003 - June 2006
ABN AMRO September 1995 - March 2003
Skills
Investments, Banking, Equities, Portfolio Management, Asset Management, Valuation, Financial Modeling, Asset Managment, Strategy, Equity Research, Financial Analysis, Insurance, Financial Services, Investment Management, Capital Markets
Education
Northwestern University - Kellogg School of Management 2000 — 2003
MBA, Analytical Finance, Strategy & Management
University of Illinois at Urbana-Champaign - College of Business 1990 — 1994
B.S., Accountancy, Finance
Niles North
John Jordan Haushalter, CFA's Robert W. Baird Experience January 2003 - April 2009
Job Finance Manager at Shopbop.com
Industry Internet
Experience
Shopbop.com October 2013 - Present
Shopbop.com December 2012 - September 2013
CPM HealthGrades June 2012 - December 2012
Shopbop.com April 2009 - June 2012
Robert W. Baird January 2003 - April 2009
Peter J. Solomon Company July 2001 - August 2002
Siemens AG May 2000 - August 2000
Skills
Due Diligence, Investments, Forecasting, Financial Reporting, Analysis, Accounting, Financial Analysis, Financial Planning, Financial Modeling, Corporate Finance, Financial Management, Process Improvement, Competitive Analysis, Cognos, Data Warehousing, Data Mining, Business Intelligence, Budgeting, Business Valuation, Equity Research, Managerial Finance, Strategic Financial..., Finance
Education
Northwestern University - Kellogg School of Management 2006 — 2008
MBA, Finance, Management & Strategy
University of Pennsylvania - The Wharton School 1997 — 2001
B.S., Finance, Management
Shopbop.com October 2013 - Present
Shopbop.com December 2012 - September 2013
CPM HealthGrades June 2012 - December 2012
Shopbop.com April 2009 - June 2012
Robert W. Baird January 2003 - April 2009
Peter J. Solomon Company July 2001 - August 2002
Siemens AG May 2000 - August 2000
Skills
Due Diligence, Investments, Forecasting, Financial Reporting, Analysis, Accounting, Financial Analysis, Financial Planning, Financial Modeling, Corporate Finance, Financial Management, Process Improvement, Competitive Analysis, Cognos, Data Warehousing, Data Mining, Business Intelligence, Budgeting, Business Valuation, Equity Research, Managerial Finance, Strategic Financial..., Finance
Education
Northwestern University - Kellogg School of Management 2006 — 2008
MBA, Finance, Management & Strategy
University of Pennsylvania - The Wharton School 1997 — 2001
B.S., Finance, Management
David Tiggett's Robert W. Baird Experience September 2006 - January 2009
Job Director at Fifth Third Securities, Inc.
Industry Financial Services
Experience
Fifth Third Securities July 2010 - Present
Ohio Treasurer of State February 2009 - September 2010
Robert W. Baird September 2006 - January 2009
Skills
Public Finance, Fixed Income, Securities, Investments, Series 7, Customer Service, Leadership
Education
The Ohio State University
BS, Resource Management
Fifth Third Securities July 2010 - Present
Ohio Treasurer of State February 2009 - September 2010
Robert W. Baird September 2006 - January 2009
Skills
Public Finance, Fixed Income, Securities, Investments, Series 7, Customer Service, Leadership
Education
The Ohio State University
BS, Resource Management
Andrew Western's Robert W. Baird Experience November 1985 - January 1992
Job Computer Software Professional
Industry Computer Software
Experience
Compusoft Integrated Systems/ CSE Promotions August 2008 - September 2008
Computer Task Group March 2006 - March 2007
Manpower July 2004 - January 2006
Trans World Entertainment March 2000 - November 2002
Jacobus Energy February 1999 - March 2000
Share Corporation August 1998 - February 1999
United States Bowling Congress January 1996 - August 1998
Various Companies January 1992 - December 1995
Robert W. Baird November 1985 - January 1992
Skills
AS400, OS/400, Microsoft Office, Photoshop, Island Pacific, iSeries, RPG, FTP, SQL, IBM iSeries, Visio, Access, Application Development, Programming, Operating Systems, Windows XP, Business Analysis, ERP, SDLC, Vendor Management, Leadership, EDI
Education
University of Phoenix 2004 — 2008
BS, Information Technology
Milwaukee Area Technical College 1981 — 1985
AAS, Business Data Processing
University of Wisconsin-Milwaukee 1979 — 1981
General Education/Pre-meteorology
Compusoft Integrated Systems/ CSE Promotions August 2008 - September 2008
Computer Task Group March 2006 - March 2007
Manpower July 2004 - January 2006
Trans World Entertainment March 2000 - November 2002
Jacobus Energy February 1999 - March 2000
Share Corporation August 1998 - February 1999
United States Bowling Congress January 1996 - August 1998
Various Companies January 1992 - December 1995
Robert W. Baird November 1985 - January 1992
Skills
AS400, OS/400, Microsoft Office, Photoshop, Island Pacific, iSeries, RPG, FTP, SQL, IBM iSeries, Visio, Access, Application Development, Programming, Operating Systems, Windows XP, Business Analysis, ERP, SDLC, Vendor Management, Leadership, EDI
Education
University of Phoenix 2004 — 2008
BS, Information Technology
Milwaukee Area Technical College 1981 — 1985
AAS, Business Data Processing
University of Wisconsin-Milwaukee 1979 — 1981
General Education/Pre-meteorology
Shelley Bondurant, PMP's Robert W. Baird Experience 1991 - 1999
Job AVP, Field Operations
Industry Insurance
Experience
Highland Capital Brokerage February 2011 - Present
SurModics August 2009 - December 2010
Margison LLC 2008 - 2010
Boston Scientific 2005 - 2007
Guidant 2003 - 2005
Guidant 2001 - 2003
Ford Motor Company June 2000 - August 2000
Robert W. Baird 1991 - 1999
Skills
Project Management, Medical Devices, Process Improvement, FDA, Cross-functional Team..., Strategic Planning, Visio, Program Management, Change Management, Quality Assurance, Budgets, Project Planning, Team Building, Microsoft Office, Business Process..., Business Analysis, Product Development, SDLC, Quality System, 21 CFR Part 11, Analysis, Business Intelligence, Risk Management, Training, Access, Insurance
Education
University of Wisconsin-Madison - School of Business 1999 — 2001
MBA
Marquette University
BA
Highland Capital Brokerage February 2011 - Present
SurModics August 2009 - December 2010
Margison LLC 2008 - 2010
Boston Scientific 2005 - 2007
Guidant 2003 - 2005
Guidant 2001 - 2003
Ford Motor Company June 2000 - August 2000
Robert W. Baird 1991 - 1999
Skills
Project Management, Medical Devices, Process Improvement, FDA, Cross-functional Team..., Strategic Planning, Visio, Program Management, Change Management, Quality Assurance, Budgets, Project Planning, Team Building, Microsoft Office, Business Process..., Business Analysis, Product Development, SDLC, Quality System, 21 CFR Part 11, Analysis, Business Intelligence, Risk Management, Training, Access, Insurance
Education
University of Wisconsin-Madison - School of Business 1999 — 2001
MBA
Marquette University
BA
Elliot Farkas's Robert W. Baird Experience 2004 - 2006
Job Managing Director at William Blair and Company
Industry Investment Banking
Experience
William Blair and Company February 2006 - Present
Robert W. Baird 2004 - 2006
PricewaterhouseCoopers 1995 - 2002
Education
University of Michigan - Stephen M. Ross School of Business 2002 — 2004
MBA
The Ohio State University Fisher College of Business 1991 — 1995
BSBA, Accounting
William Blair and Company February 2006 - Present
Robert W. Baird 2004 - 2006
PricewaterhouseCoopers 1995 - 2002
Education
University of Michigan - Stephen M. Ross School of Business 2002 — 2004
MBA
The Ohio State University Fisher College of Business 1991 — 1995
BSBA, Accounting
Dempsey Michael's Robert W. Baird Experience May 2007 - Present
Job Senior Vice President at Robert W. Baird
Industry Financial Services
Experience
Robert W. Baird May 2007 - Present
Education
Northern Kentucky Leadership Class
University of Kentucky
Robert W. Baird May 2007 - Present
Education
Northern Kentucky Leadership Class
University of Kentucky
Megan Salazar's Robert W. Baird Experience June 2005 - January 2009
Job Revenue Officer at Internal Revenue Service
Industry Government Administration
Experience
Internal Revenue Service August 2009 - Present
Robert W. Baird June 2005 - January 2009
US Bank January 2009 - 2009
Education
University of Wisconsin-Milwaukee - Lubar School of Business 2006 — 2008
BBA, Accounting, Finance
University of Miami 2002 — 2004
Exercise Physiology, Chemistry, Military Science
Internal Revenue Service August 2009 - Present
Robert W. Baird June 2005 - January 2009
US Bank January 2009 - 2009
Education
University of Wisconsin-Milwaukee - Lubar School of Business 2006 — 2008
BBA, Accounting, Finance
University of Miami 2002 — 2004
Exercise Physiology, Chemistry, Military Science
Tom Talkington's Robert W. Baird Experience June 2004 - January 2010
Job First Vice President Financial Advisor at RBC Wealth Management
Industry Investment Management
Experience
RBC Wealth Management January 2010 - Present
Robert W. Baird June 2004 - January 2010
Sprint August 1998 - June 2004
Associated Wholesale Grocers October 1997 - August 1998
HNTB June 1994 - October 1997
Lee Company - VF Jeanswear June 1991 - June 1994
AT&T June 1984 - June 1991
Skills
Business Development, Data Modeling, Process Improvement, Data Warehousing, Business Strategy, Strategic Planning, Portfolio Management, Program Management, Asset Managment, Financial Modeling, Risk Management, Investments, Equities, Business Intelligence, Strategic Financial..., Wealth Management, DB2, Mutual Funds, Financial Analysis, Data Analysis
Education
University of Kansas 1980 — 1984
BS, Chemical Engineering
Iola (Kansas) High School 1975 — 1980
Diploma
RBC Wealth Management January 2010 - Present
Robert W. Baird June 2004 - January 2010
Sprint August 1998 - June 2004
Associated Wholesale Grocers October 1997 - August 1998
HNTB June 1994 - October 1997
Lee Company - VF Jeanswear June 1991 - June 1994
AT&T June 1984 - June 1991
Skills
Business Development, Data Modeling, Process Improvement, Data Warehousing, Business Strategy, Strategic Planning, Portfolio Management, Program Management, Asset Managment, Financial Modeling, Risk Management, Investments, Equities, Business Intelligence, Strategic Financial..., Wealth Management, DB2, Mutual Funds, Financial Analysis, Data Analysis
Education
University of Kansas 1980 — 1984
BS, Chemical Engineering
Iola (Kansas) High School 1975 — 1980
Diploma
Mehul Dalia's Robert W. Baird Experience October 2009 - Present
Job Equity Research Analyst at Robert W. Baird
Industry Banking
Experience
Robert W. Baird October 2009 - Present
Citigroup June 2006 - August 2006
Helix Financial Group LLC November 2005 - May 2006
Education
New York University - Leonard N. Stern School of Business 2005 — 2007
B.Sc., Finance and Economics
Rutgers University-New Brunswick 2003 — 2005
B.A., Economics
Robert W. Baird October 2009 - Present
Citigroup June 2006 - August 2006
Helix Financial Group LLC November 2005 - May 2006
Education
New York University - Leonard N. Stern School of Business 2005 — 2007
B.Sc., Finance and Economics
Rutgers University-New Brunswick 2003 — 2005
B.A., Economics
Tyler Rowe's Robert W. Baird Experience July 2007 - July 2009
Job Analyst at Corbyn Investment Management
Industry Financial Services
Experience
Corbyn Investment Management August 2013 - Present
Petroleum and Resources Corp July 2011 - August 2013
Credit Suisse June 2010 - August 2010
Robert W. Baird July 2007 - July 2009
Stolper & Company June 2006 - August 2006
Skills
Portfolio Management, DCF, Valuation, Equity Research, Bloomberg, Financial Modeling, Equities, Equity Valuation, Investments, Financial Analysis, Asset Managment, Chartered Financial..., Corporate Finance
Education
University of Wisconsin-Madison - School of Business 2009 — 2011
Master of Business Administration, Applied Security Analyis
Salisbury University - Perdue School of Business 2003 — 2007
Bachelor of Science (BS), Finance, General and Management
Corbyn Investment Management August 2013 - Present
Petroleum and Resources Corp July 2011 - August 2013
Credit Suisse June 2010 - August 2010
Robert W. Baird July 2007 - July 2009
Stolper & Company June 2006 - August 2006
Skills
Portfolio Management, DCF, Valuation, Equity Research, Bloomberg, Financial Modeling, Equities, Equity Valuation, Investments, Financial Analysis, Asset Managment, Chartered Financial..., Corporate Finance
Education
University of Wisconsin-Madison - School of Business 2009 — 2011
Master of Business Administration, Applied Security Analyis
Salisbury University - Perdue School of Business 2003 — 2007
Bachelor of Science (BS), Finance, General and Management
Richard L DuVal, Jr.'s Robert W. Baird Experience February 2009 - Present
Job Senior Vice President Wealth Management at Robert W. Baird & Co
Industry Financial Services
Experience
Robert W. Baird February 2009 - Present
Legg Mason 2000 - 2004
Allfirst Bank 1995 - 2000
Skills
Risk Management, Series 7, Financial Analysis, Mutual Funds, Portfolio Management, Wealth Management, Strategic Financial..., Credit, Investment Advisory, Series 63, Financial Planning
Education
University of Baltimore 1988 — 1992
BS, Business Admin
Cardinal Gibbons
Robert W. Baird February 2009 - Present
Legg Mason 2000 - 2004
Allfirst Bank 1995 - 2000
Skills
Risk Management, Series 7, Financial Analysis, Mutual Funds, Portfolio Management, Wealth Management, Strategic Financial..., Credit, Investment Advisory, Series 63, Financial Planning
Education
University of Baltimore 1988 — 1992
BS, Business Admin
Cardinal Gibbons
Matthew Sonder, CFA's Robert W. Baird Experience September 2008 - June 2015
Job Senior Vice President, Private Wealth Advisor, Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley PWM June 2015 - Present
Robert W. Baird September 2008 - June 2015
Merrill Lynch May 2000 - September 2008
Bethlehem Steel Pension Trust January 1998 - May 2000
Merrill Lynch June 1992 - January 1998
Skills
Wealth Management, Series 7, Investments, Series 63, Portfolio Management, Retirement Planning, Mutual Funds, Equities, Alternative Investments, Financial Modeling, Capital Markets
Education
NYU Stern School of Business 1996 — 1998
Master of Business Administration (M.B.A.), Finance, General
McGill University 1988 — 1992
Bachelor of Commerce (B.Com.), Management Information Systems, General
University of Tulsa 1998 — 1998
Certificate, Petroleum Geology
Harriton High School
Morgan Stanley PWM June 2015 - Present
Robert W. Baird September 2008 - June 2015
Merrill Lynch May 2000 - September 2008
Bethlehem Steel Pension Trust January 1998 - May 2000
Merrill Lynch June 1992 - January 1998
Skills
Wealth Management, Series 7, Investments, Series 63, Portfolio Management, Retirement Planning, Mutual Funds, Equities, Alternative Investments, Financial Modeling, Capital Markets
Education
NYU Stern School of Business 1996 — 1998
Master of Business Administration (M.B.A.), Finance, General
McGill University 1988 — 1992
Bachelor of Commerce (B.Com.), Management Information Systems, General
University of Tulsa 1998 — 1998
Certificate, Petroleum Geology
Harriton High School
Bradley Lundquist's Robert W. Baird Experience March 2009 - Present
Job First Vice President at Robert W. Baird
Industry Financial Services
Experience
Robert W. Baird March 2009 - Present
Merrill Lynch October 2006 - March 2009
Wachovia Securities Financial Network 2001 - 2006
Wachovia Securities Financial Network 2001 - 2006
Education
University of Arizona 1988 — 1994
Bachelor, Business and Communications
Robert W. Baird March 2009 - Present
Merrill Lynch October 2006 - March 2009
Wachovia Securities Financial Network 2001 - 2006
Wachovia Securities Financial Network 2001 - 2006
Education
University of Arizona 1988 — 1994
Bachelor, Business and Communications
Ben Gaither, CFA's Robert W. Baird Experience January 2015 - Present
Job Senior Associate at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird January 2015 - Present
Robert W. Baird & Co. April 2014 - Present
Robert W. Baird & Co. July 2013 - April 2014
Robert W. Baird & Co. July 2010 - June 2013
Thomson Reuters May 2009 - September 2009
Skills
Investments, Financial Analysis, Banking, Equities, Strategic Financial..., Portfolio Management, Financial Services, Credit, Wealth Management, Securities, Financial Modeling, Capital Markets, Valuation, Financial Reporting, Private Equity, Equity Research, Finance, Equity Valuation, Stock Picking, Series 7, Analysis
Education
University of Minnesota-Twin Cities 2006 — 2010
Bachelor of Science (B.S.), Finance, General
Robert W. Baird January 2015 - Present
Robert W. Baird & Co. April 2014 - Present
Robert W. Baird & Co. July 2013 - April 2014
Robert W. Baird & Co. July 2010 - June 2013
Thomson Reuters May 2009 - September 2009
Skills
Investments, Financial Analysis, Banking, Equities, Strategic Financial..., Portfolio Management, Financial Services, Credit, Wealth Management, Securities, Financial Modeling, Capital Markets, Valuation, Financial Reporting, Private Equity, Equity Research, Finance, Equity Valuation, Stock Picking, Series 7, Analysis
Education
University of Minnesota-Twin Cities 2006 — 2010
Bachelor of Science (B.S.), Finance, General
Zach Ferguson's Robert W. Baird Experience 2005 - 2007
Job
Industry Venture Capital & Private Equity
Experience
TPG Capital May 2013 - Present
iMDsoft August 2014 - Present
Access Clinical Partners March 2014 - Present
Evolent Health October 2013 - Present
Technology Crossover Ventures July 2011 - April 2013
Stanford Graduate School of Business 2009 - July 2011
Beecken Petty O'Keefe & Company 2007 - 2009
Robert W. Baird 2005 - 2007
Education
Stanford University Graduate School of Business 2009 — 2011
MBA
University of Arizona 2000 — 2005
B.S., Psychology
TPG Capital May 2013 - Present
iMDsoft August 2014 - Present
Access Clinical Partners March 2014 - Present
Evolent Health October 2013 - Present
Technology Crossover Ventures July 2011 - April 2013
Stanford Graduate School of Business 2009 - July 2011
Beecken Petty O'Keefe & Company 2007 - 2009
Robert W. Baird 2005 - 2007
Education
Stanford University Graduate School of Business 2009 — 2011
MBA
University of Arizona 2000 — 2005
B.S., Psychology
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.