Robert W. Baird & Co.
Industry: Financial services company
DescriptionRobert W. Baird & Co. is an American multinational independent investment bank and financial services company. Headquarters: Wisconsin, United States 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.,
Robert W. Baird & Co. List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Robert W. Baird & Co.. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Robert W. Baird & Co. Employees
Employee
Years
Job
Industry
Benjamin Bray Benjamin Bray's Robert W. Baird & Co. Experience July 2014 - Present
Job Equity Research Analyst at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. July 2014 - Present
Sullivan & Worcester LLP September 2011 - July 2013
Oxfam America August 2011 - September 2011
UTZ Certified May 2009 - June 2011
Brandeis University Admissions October 2008 - May 2011
Skills
Research, Stata, Microsoft Excel, Economics, Data Analysis, PowerPoint, Microsoft Office
Education
Washington University in St. Louis 2013 — 2014
Master of Science in Finance
Brandeis University 2007 — 2011
Bachelor of Arts Cum Laude, Economics
Duxbury High School
Robert W. Baird & Co. July 2014 - Present
Sullivan & Worcester LLP September 2011 - July 2013
Oxfam America August 2011 - September 2011
UTZ Certified May 2009 - June 2011
Brandeis University Admissions October 2008 - May 2011
Skills
Research, Stata, Microsoft Excel, Economics, Data Analysis, PowerPoint, Microsoft Office
Education
Washington University in St. Louis 2013 — 2014
Master of Science in Finance
Brandeis University 2007 — 2011
Bachelor of Arts Cum Laude, Economics
Duxbury High School
Ashley Gaglione Ashley Gaglione's Robert W. Baird & Co. Experience May 2013 - Present
Job HR Specialist at Robert W. Baird & Co.
Industry Human Resources
Experience
Robert W. Baird & Co. May 2013 - Present
SHRM, UW-Milwaukee Student Chapter April 2012 - May 2013
Black and Gold Committee April 2012 - May 2013
Robert W. Baird & Co. January 2012 - May 2013
Mortar Board April 2012 - April 2013
SHRM, UW-Milwaukee Student Chapter January 2012 - April 2012
Tri City National Bank February 2011 - January 2012
The Wisconsin Humane Society September 2010 - January 2012
City of West Allis May 2010 - May 2011
St. Aloysius Parish/MQS Catholic Academy June 2006 - February 2011
Skills
Customer Service, Outlook, Microsoft Office, Human Resources, Data Entry, Employee Benefits, PowerPoint, PeopleSoft, Microsoft Excel, New Hire Orientations, Typing: 70-72 WPM, Some experience with..., Kenexa - Brass Ring 2x, HireRight, FMLA/Disability..., Employee Handbooks, Excel Reporting, Ad Hoc Reporting, Cross-functional..., Continuous Improvement
Education
University of Wisconsin-Milwaukee 2014 — 2016
Master's Degree, Master's of Human Resources & Labor Relations (MHRLR)
University of Wisconsin-Milwaukee 2010 — 2013
BBA Human Resource Management; Minor: Psychology, Sheldon B. Lubar School of Business
Ball State University 2009 — 2010
Business and Architecture
West Allis Central High School 2005 — 2009
Honors Diploma
Robert W. Baird & Co. May 2013 - Present
SHRM, UW-Milwaukee Student Chapter April 2012 - May 2013
Black and Gold Committee April 2012 - May 2013
Robert W. Baird & Co. January 2012 - May 2013
Mortar Board April 2012 - April 2013
SHRM, UW-Milwaukee Student Chapter January 2012 - April 2012
Tri City National Bank February 2011 - January 2012
The Wisconsin Humane Society September 2010 - January 2012
City of West Allis May 2010 - May 2011
St. Aloysius Parish/MQS Catholic Academy June 2006 - February 2011
Skills
Customer Service, Outlook, Microsoft Office, Human Resources, Data Entry, Employee Benefits, PowerPoint, PeopleSoft, Microsoft Excel, New Hire Orientations, Typing: 70-72 WPM, Some experience with..., Kenexa - Brass Ring 2x, HireRight, FMLA/Disability..., Employee Handbooks, Excel Reporting, Ad Hoc Reporting, Cross-functional..., Continuous Improvement
Education
University of Wisconsin-Milwaukee 2014 — 2016
Master's Degree, Master's of Human Resources & Labor Relations (MHRLR)
University of Wisconsin-Milwaukee 2010 — 2013
BBA Human Resource Management; Minor: Psychology, Sheldon B. Lubar School of Business
Ball State University 2009 — 2010
Business and Architecture
West Allis Central High School 2005 — 2009
Honors Diploma
Chris Lau's Robert W. Baird & Co. Experience July 2014 - Present
Job Investment Banking Analyst at Robert W. Baird & Co.
Industry Investment Banking
Experience
Robert W. Baird & Co. July 2014 - Present
Ernst & Young September 2011 - June 2014
CME Group May 2010 - August 2010
Education
University of Virginia 2007 — 2010
Bachelor of Arts, Economics
Boston College - Carroll School of Management 2010 — 2011
Master of Science, Accounting
Robert W. Baird & Co. July 2014 - Present
Ernst & Young September 2011 - June 2014
CME Group May 2010 - August 2010
Education
University of Virginia 2007 — 2010
Bachelor of Arts, Economics
Boston College - Carroll School of Management 2010 — 2011
Master of Science, Accounting
James Holms James Holms's Robert W. Baird & Co. Experience July 2010 - May 2011
Job Director, Corporate Development at Delphi
Industry Automotive
Experience
Delphi July 2014 - Present
Delphi September 2013 - June 2014
Chicago Growth Partners May 2011 - August 2013
Robert W. Baird & Co. July 2010 - May 2011
Robert W. Baird & Co. July 2007 - June 2010
PricewaterhouseCoopers 2005 - 2006
Skills
Due Diligence, Investment Banking, Financial Modeling, Valuation, Private Equity, LBO, Corporate Finance, Venture Capital
Education
University of Michigan 2013 — 2015
Master of Business Administration (M.B.A.)
University of Michigan 2006 — 2007
Master of Accounting, Accounting
Albion College 2003 — 2006
Bachelor of Arts, Economics
Delphi July 2014 - Present
Delphi September 2013 - June 2014
Chicago Growth Partners May 2011 - August 2013
Robert W. Baird & Co. July 2010 - May 2011
Robert W. Baird & Co. July 2007 - June 2010
PricewaterhouseCoopers 2005 - 2006
Skills
Due Diligence, Investment Banking, Financial Modeling, Valuation, Private Equity, LBO, Corporate Finance, Venture Capital
Education
University of Michigan 2013 — 2015
Master of Business Administration (M.B.A.)
University of Michigan 2006 — 2007
Master of Accounting, Accounting
Albion College 2003 — 2006
Bachelor of Arts, Economics
Andrew Arndt Andrew Arndt's Robert W. Baird & Co. Experience May 2004 - Present
Job Vice President at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. May 2004 - Present
Skills
Investment Banking, Leadership, Management, Marketing, Microsoft Excel, Finance, Financial Analysis, Strategic Planning, Customer Service
Education
Benedictine University 2001 — 2005
Bachelor of Science (BS), Computer Science
Robert W. Baird & Co. May 2004 - Present
Skills
Investment Banking, Leadership, Management, Marketing, Microsoft Excel, Finance, Financial Analysis, Strategic Planning, Customer Service
Education
Benedictine University 2001 — 2005
Bachelor of Science (BS), Computer Science
Joseph Christ, MBA's Robert W. Baird & Co. Experience January 2011 - Present
Job PWM Portfolio Specialist at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. January 2011 - Present
Robert W. Baird & Co. November 2008 - January 2011
UBS Wealth Management May 2006 - November 2008
Piper Jaffray & Co March 2005 - May 2006
Skills
Financial Modeling, Trading, Wealth, Research, Wealth Preservation, Wealth Transfer, Analytics, Investments, Equities, Portfolio Management, Annuities, Series 7, Financial Planning, Retirement Planning, Alternative Investments, Series 63, Insurance, Financial Analysis, Investment Advisory, Wealth Management, Asset Management, Risk Management, Hedge Funds, Estate Planning, Private Equity, Economics, Fundraising, Business Strategy, Banking, Private Wealth..., Finance, Asset Allocation, Investment Strategies, Financial Services, Mutual Funds, Financial Advisory, Securities, Investment Management, Retirement, Strategic Financial...
Education
Arizona State University, W. P. Carey School of Business 2011 — 2013
MBA, Finance and Health Care
2001 — 2002
International Tourism, Business, and Hospitality
Northern Arizona University 1998 — 2002
Dual, International Business, Tourism and Hospitality
Florida International University 1999 — 2000
National Student Exchange
Robert W. Baird & Co. January 2011 - Present
Robert W. Baird & Co. November 2008 - January 2011
UBS Wealth Management May 2006 - November 2008
Piper Jaffray & Co March 2005 - May 2006
Skills
Financial Modeling, Trading, Wealth, Research, Wealth Preservation, Wealth Transfer, Analytics, Investments, Equities, Portfolio Management, Annuities, Series 7, Financial Planning, Retirement Planning, Alternative Investments, Series 63, Insurance, Financial Analysis, Investment Advisory, Wealth Management, Asset Management, Risk Management, Hedge Funds, Estate Planning, Private Equity, Economics, Fundraising, Business Strategy, Banking, Private Wealth..., Finance, Asset Allocation, Investment Strategies, Financial Services, Mutual Funds, Financial Advisory, Securities, Investment Management, Retirement, Strategic Financial...
Education
Arizona State University, W. P. Carey School of Business 2011 — 2013
MBA, Finance and Health Care
2001 — 2002
International Tourism, Business, and Hospitality
Northern Arizona University 1998 — 2002
Dual, International Business, Tourism and Hospitality
Florida International University 1999 — 2000
National Student Exchange
Tom Anderson, CFA's Robert W. Baird & Co. Experience June 2009 - Present
Job Structured Products Trader at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. June 2009 - Present
FactSet Research Systems June 2006 - June 2009
Skills
Capital Markets, Fixed Income, ABS, Investments, Bloomberg, Valuation, Bonds, Series 7, Securities, Financial Markets, Structured Finance, Trading, Hedge Funds, Derivatives, Equities
Education
Babson College 2002 — 2006
BS, Finance & Economics
Robert W. Baird & Co. June 2009 - Present
FactSet Research Systems June 2006 - June 2009
Skills
Capital Markets, Fixed Income, ABS, Investments, Bloomberg, Valuation, Bonds, Series 7, Securities, Financial Markets, Structured Finance, Trading, Hedge Funds, Derivatives, Equities
Education
Babson College 2002 — 2006
BS, Finance & Economics
Erin O'Rourke Erin O'Rourke's Robert W. Baird & Co. Experience 2001 - 2004
Job Implementation Consultant, Advanced FA Education Education Program Management at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors April 2014 - Present
Endeavor Wealth Management LLC December 2012 - April 2014
Morgan Stanley Smith Barney November 2008 - December 2012
Merrill Lynch June 2004 - November 2008
Robert W. Baird & Co. 2001 - 2004
Skills
Series 7, Wealth Management, Retirement Planning, Investments, Asset Allocation, Mutual Funds, Portfolio Management, Equities, Retirement, Asset Management, Insurance, Series 63, Customer Service, Financial Advisory
Education
Beloit College 1995 — 1999
BA, Economics & Management, Sociology
Wells Fargo Advisors April 2014 - Present
Endeavor Wealth Management LLC December 2012 - April 2014
Morgan Stanley Smith Barney November 2008 - December 2012
Merrill Lynch June 2004 - November 2008
Robert W. Baird & Co. 2001 - 2004
Skills
Series 7, Wealth Management, Retirement Planning, Investments, Asset Allocation, Mutual Funds, Portfolio Management, Equities, Retirement, Asset Management, Insurance, Series 63, Customer Service, Financial Advisory
Education
Beloit College 1995 — 1999
BA, Economics & Management, Sociology
Jason Stoltenburg Jason Stoltenburg's Robert W. Baird & Co. Experience 1991 - 1998
Job Solution Expert at Ultimate Software
Industry Information Services
Experience
Ultimate Software October 2010 - Present
Ultimate Software August 2009 - October 2010
Paychex June 2003 - August 2009
Metavante February 2001 - May 2002
inlingua Koeln 2000 - 2000
Robert W. Baird & Co. 1991 - 1998
Skills
Payroll, Human Resources, HRIS, Benefits Administration, Employee Benefits, Talent Management, Performance Management, SaaS, Leadership, Time & Attendance, Project Management, Software Implementation, Onboarding, Technical Writing, Candy Crush, Salesforce.com, Business Intelligence, Management, Professional Services, CRM
Education
Université Marc Bloch (Strasbourg II) 1998 — 2000
DELF, French Language, Culture & Literature
Bob Jones University 1989 — 1990
Premed, Piano
Maranatha Baptist Academy 1986 — 1989
Ultimate Software October 2010 - Present
Ultimate Software August 2009 - October 2010
Paychex June 2003 - August 2009
Metavante February 2001 - May 2002
inlingua Koeln 2000 - 2000
Robert W. Baird & Co. 1991 - 1998
Skills
Payroll, Human Resources, HRIS, Benefits Administration, Employee Benefits, Talent Management, Performance Management, SaaS, Leadership, Time & Attendance, Project Management, Software Implementation, Onboarding, Technical Writing, Candy Crush, Salesforce.com, Business Intelligence, Management, Professional Services, CRM
Education
Université Marc Bloch (Strasbourg II) 1998 — 2000
DELF, French Language, Culture & Literature
Bob Jones University 1989 — 1990
Premed, Piano
Maranatha Baptist Academy 1986 — 1989
Adam Wickersham, MBA's Robert W. Baird & Co. Experience August 2013 - July 2014
Job Legislative Fiscal Analyst
Industry Government Administration
Experience
City of Milwaukee July 2014 - Present
RaceTorch LLC October 2014 - Present
MATC January 2014 - Present
USA Track & Field 2004 - Present
Robert W. Baird & Co. August 2013 - July 2014
Robert W. Baird & Co. March 2013 - August 2013
City of Milwaukee August 2012 - March 2013
City of Milwaukee 2005 - September 2012
All Solutions LLC 2007 - 2011
Milwaukee Public Schools August 1998 - August 2005
Skills
Public Speaking, Political Communication, Political Risk Analysis, ITIL Service Strategy, Troubleshooting, Software Documentation, Team Building, Policy Analysis, Supervisory Skills, Policy, Leadership Development, Team Leadership, Leadership, Public Administration, Organizational..., Analysis, ITIL v3 Foundations..., Public Policy, Process Improvement, IT Service Management, IT Management, Change Management, Management, IT Strategy, Cross-functional Team..., System Administration, Government, Business Process..., Business Analysis, Security, Networking, Project Management, SharePoint, IT Operations, Information Technology, Coaching, ITIL, Strategy, Budgets, Training, Strategic Planning, Economic Development, Organizational..., Governance, Staff Development, Integration, Politics, Strategic Communications, Program Management, Microsoft Office
Education
University of Wisconsin-Milwaukee 2012 — 2014
Executive MBA, Strategic Change Management
University of Wisconsin-Milwaukee 1998 — 2005
BA, Economics & International Relations
The American University of Iraq, Sulaimani 2003 — 2004
Master's Degree, International Relations
Craig High School
Janesville Craig
City of Milwaukee July 2014 - Present
RaceTorch LLC October 2014 - Present
MATC January 2014 - Present
USA Track & Field 2004 - Present
Robert W. Baird & Co. August 2013 - July 2014
Robert W. Baird & Co. March 2013 - August 2013
City of Milwaukee August 2012 - March 2013
City of Milwaukee 2005 - September 2012
All Solutions LLC 2007 - 2011
Milwaukee Public Schools August 1998 - August 2005
Skills
Public Speaking, Political Communication, Political Risk Analysis, ITIL Service Strategy, Troubleshooting, Software Documentation, Team Building, Policy Analysis, Supervisory Skills, Policy, Leadership Development, Team Leadership, Leadership, Public Administration, Organizational..., Analysis, ITIL v3 Foundations..., Public Policy, Process Improvement, IT Service Management, IT Management, Change Management, Management, IT Strategy, Cross-functional Team..., System Administration, Government, Business Process..., Business Analysis, Security, Networking, Project Management, SharePoint, IT Operations, Information Technology, Coaching, ITIL, Strategy, Budgets, Training, Strategic Planning, Economic Development, Organizational..., Governance, Staff Development, Integration, Politics, Strategic Communications, Program Management, Microsoft Office
Education
University of Wisconsin-Milwaukee 2012 — 2014
Executive MBA, Strategic Change Management
University of Wisconsin-Milwaukee 1998 — 2005
BA, Economics & International Relations
The American University of Iraq, Sulaimani 2003 — 2004
Master's Degree, International Relations
Craig High School
Janesville Craig
Brent Wagner's Robert W. Baird & Co. Experience May 2015 - Present
Job Advisory Trading and Reconciliation Intern at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. May 2015 - Present
Phi Delta Theta Fraternity November 2014 - Present
UW-Madison Housing November 2014 - Present
Brighton Dale Links May 2013 - August 2013
Best Bargains, Inc. June 2008 - August 2012
Education
University of Wisconsin-Madison - School of Business 2012 — 2016
Bachelor of Business Administration (BBA), Finance, Investment & Banking, Junior
BI Norwegian Business School 2014 — 2014
Intercultural Management: A Scandinavian Perspective
Westosha Central High School 2008 — 2012
High School, Honors Program
Robert W. Baird & Co. May 2015 - Present
Phi Delta Theta Fraternity November 2014 - Present
UW-Madison Housing November 2014 - Present
Brighton Dale Links May 2013 - August 2013
Best Bargains, Inc. June 2008 - August 2012
Education
University of Wisconsin-Madison - School of Business 2012 — 2016
Bachelor of Business Administration (BBA), Finance, Investment & Banking, Junior
BI Norwegian Business School 2014 — 2014
Intercultural Management: A Scandinavian Perspective
Westosha Central High School 2008 — 2012
High School, Honors Program
Diane Blasing's Robert W. Baird & Co. Experience April 2010 - January 2011
Job Information Services Professional
Industry Information Technology and Services
Experience
CDW November 2014 - July 2015
CDW December 2013 - November 2014
Brookdale Senior Living February 2011 - October 2013
Robert W. Baird & Co. April 2010 - January 2011
Madison Area Technical College March 2009 - August 2009
Batteries Plus December 2008 - March 2009
Promega December 2000 - September 2008
Metrix October 1999 - December 2000
ProVantage September 1996 - May 1999
Skills
Technical Support, ITIL, Process Improvement, VMware, Software Documentation, Project Management, Management, Active Directory, Training, Leadership, Business Process
Education
Waukesha County Technical College 1998 — 2001
Microcomputer Specialist
Carroll University 1991 — 1994
Communications/IT
Alverno College 1990 — 1991
Business Management and Professional Communication
CDW November 2014 - July 2015
CDW December 2013 - November 2014
Brookdale Senior Living February 2011 - October 2013
Robert W. Baird & Co. April 2010 - January 2011
Madison Area Technical College March 2009 - August 2009
Batteries Plus December 2008 - March 2009
Promega December 2000 - September 2008
Metrix October 1999 - December 2000
ProVantage September 1996 - May 1999
Skills
Technical Support, ITIL, Process Improvement, VMware, Software Documentation, Project Management, Management, Active Directory, Training, Leadership, Business Process
Education
Waukesha County Technical College 1998 — 2001
Microcomputer Specialist
Carroll University 1991 — 1994
Communications/IT
Alverno College 1990 — 1991
Business Management and Professional Communication
Patrick Murtaugh's Robert W. Baird & Co. Experience July 2010 - Present
Job Institutional Equity Sales Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. July 2010 - Present
East Town Association March 2012 - September 2013
Down Syndrome Association of Wisconsin 2012 - September 2013
Geneva Investment Management July 2009 - July 2009
Skills
Sales Management, Investments, Microsoft Office, Equities, Valuation, Sales, Manage Client..., Client Development, Prospecting New Clients, Financial Services, Stock Picking, Stocks, Stock Market, Broker-Dealer, Brokers, Brokerage, CRM, Factset, Board of Directors, Private Equity, Capital Markets
Education
Boston College - Carroll School of Management 2006 — 2010
Bachelor of Science (B.S.), Business Management with Concentration in Finance
University College Dublin 2009 — 2009
Business/Commerce, General
Robert W. Baird & Co. July 2010 - Present
East Town Association March 2012 - September 2013
Down Syndrome Association of Wisconsin 2012 - September 2013
Geneva Investment Management July 2009 - July 2009
Skills
Sales Management, Investments, Microsoft Office, Equities, Valuation, Sales, Manage Client..., Client Development, Prospecting New Clients, Financial Services, Stock Picking, Stocks, Stock Market, Broker-Dealer, Brokers, Brokerage, CRM, Factset, Board of Directors, Private Equity, Capital Markets
Education
Boston College - Carroll School of Management 2006 — 2010
Bachelor of Science (B.S.), Business Management with Concentration in Finance
University College Dublin 2009 — 2009
Business/Commerce, General
Adam Hawks's Robert W. Baird & Co. Experience November 2006 - August 2011
Job Vice President, Investments at Raymond James
Industry Financial Services
Experience
Raymond James August 2011 - Present
Robert W. Baird & Co. November 2006 - August 2011
GCG Financial 2000 - November 2006
Education
Bradley University 1993 — 1997
Bachelor's degree, Finance
Raymond James August 2011 - Present
Robert W. Baird & Co. November 2006 - August 2011
GCG Financial 2000 - November 2006
Education
Bradley University 1993 — 1997
Bachelor's degree, Finance
Donza T. Worden Donza T. Worden's Robert W. Baird & Co. Experience July 2013 - September 2014
Job Associate at LaSalle Capital
Industry Investment Banking
Experience
LaSalle Capital October 2014 - Present
Robert W. Baird & Co. July 2013 - September 2014
Robert W. Baird & Co. May 2012 - September 2012
Christman, Peters & Madden September 2011 - May 2012
Lawrence, Evans & CO., LLC May 2011 - August 2011
CarePoint Partners March 2009 - May 2009
Education
Albion College 2009 — 2012
Economics and Management, Finance
LaSalle Capital October 2014 - Present
Robert W. Baird & Co. July 2013 - September 2014
Robert W. Baird & Co. May 2012 - September 2012
Christman, Peters & Madden September 2011 - May 2012
Lawrence, Evans & CO., LLC May 2011 - August 2011
CarePoint Partners March 2009 - May 2009
Education
Albion College 2009 — 2012
Economics and Management, Finance
Scott Mabee Scott Mabee's Robert W. Baird & Co. Experience October 2013 - Present
Job Financial Advisor at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. October 2013 - Present
Genworth Financial November 2007 - October 2013
Northwestern Mutual July 2004 - August 2007
Access One, Inc. March 2003 - July 2004
Robert W. Baird & Co. July 2001 - December 2002
Skills
Series 6, Long-term Care, Mutual Funds, Series 7, Variable Annuities, Asset Allocation, Wealth Management, Series 65, Investments, Long Term Care Insurance, IRAs, Financial Advisory, Securities, Financial Services, Asset Management, Sales Management, Sales Presentations, Retirement Planning, Marketing Strategy, Fixed Annuities, Salesforce.com
Education
Bradley University 1997 — 2001
Bachelor of Science (BS), Business Management & Administration
Richwoods
Richwoods
Robert W. Baird & Co. October 2013 - Present
Genworth Financial November 2007 - October 2013
Northwestern Mutual July 2004 - August 2007
Access One, Inc. March 2003 - July 2004
Robert W. Baird & Co. July 2001 - December 2002
Skills
Series 6, Long-term Care, Mutual Funds, Series 7, Variable Annuities, Asset Allocation, Wealth Management, Series 65, Investments, Long Term Care Insurance, IRAs, Financial Advisory, Securities, Financial Services, Asset Management, Sales Management, Sales Presentations, Retirement Planning, Marketing Strategy, Fixed Annuities, Salesforce.com
Education
Bradley University 1997 — 2001
Bachelor of Science (BS), Business Management & Administration
Richwoods
Richwoods
Bradley R. MacLachlan, CFP® Bradley R. MacLachlan, CFP®'s Robert W. Baird & Co. Experience February 2011 - Present
Job Financial Advisor at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. February 2011 - Present
Skills
Investments, Comprehensive Planning, Insurance, Wealth Management, Series 7, Retirement Planning, Asset Allocation, Investment Advisory, Asset Management, CRM, Uniform Combined State..., Public Relations, Retirement, IRAs, Mutual Funds, Event Planning
Education
Boston University 2011 — 2012
Certificate of Financial Planning
University of Tennessee-Knoxville 1996 — 2002
Bachelors/Masters
Robert W. Baird & Co. February 2011 - Present
Skills
Investments, Comprehensive Planning, Insurance, Wealth Management, Series 7, Retirement Planning, Asset Allocation, Investment Advisory, Asset Management, CRM, Uniform Combined State..., Public Relations, Retirement, IRAs, Mutual Funds, Event Planning
Education
Boston University 2011 — 2012
Certificate of Financial Planning
University of Tennessee-Knoxville 1996 — 2002
Bachelors/Masters
Michael Wagner, CFP® Michael Wagner, CFP®'s Robert W. Baird & Co. Experience December 2007 - Present
Job Financial Advisor The Hoffman & Hock Group
Industry Financial Services
Experience
Robert W. Baird & Co. December 2007 - Present
Hoffman & Hock Inc February 2000 - December 2007
Skills
Series 7, Retirement Planning, Securities, Series 63, Wealth Management
Education
Arizona State University, W. P. Carey School of Business 1999 — 2002
B.S. Finance
University of Wisconsin-Oshkosh 1997 — 1998
Robert W. Baird & Co. December 2007 - Present
Hoffman & Hock Inc February 2000 - December 2007
Skills
Series 7, Retirement Planning, Securities, Series 63, Wealth Management
Education
Arizona State University, W. P. Carey School of Business 1999 — 2002
B.S. Finance
University of Wisconsin-Oshkosh 1997 — 1998
David Mathias David Mathias's Robert W. Baird & Co. Experience April 2014 - Present
Job Financial Associate at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. April 2014 - Present
Merrill Lynch August 2013 - April 2014
Walker Financial, LLC April 2007 - August 2013
Education
Arizona State University, W. P. Carey School of Business 2005 — 2009
Bachelor's degree, Business
Robert W. Baird & Co. April 2014 - Present
Merrill Lynch August 2013 - April 2014
Walker Financial, LLC April 2007 - August 2013
Education
Arizona State University, W. P. Carey School of Business 2005 — 2009
Bachelor's degree, Business
Isadora Blanche Isadora Blanche's Robert W. Baird & Co. Experience October 2013 - September 2014
Job Wedding Planner & Event Stylist
Industry Events Services
Experience
Mint Springs Farm October 2014 - Present
Socialize Event Company September 2014 - Present
Robert W. Baird & Co. October 2013 - September 2014
Music City Media & Marketing September 2012 - October 2013
Dye, Van Mol & Lawrence Public Relations & Advertising November 2011 - May 2012
AkinsCrisp Public Strategies August 2010 - November 2011
McNeely Pigott & Fox 2010 - 2010
WAFF 48 News 2010 - 2010
Auburn University 2009 - 2009
Skills
Bilingual-Spanish, Design experience, Organized/Strategic, PowerPoint, Word, Excel, Cision, Dreamweaver, Microsoft Word, Internal Communications, Press Releases, Web Design, Adobe Creative Suite, Experience Design, Event Planning, Video, Leadership, Microsoft Excel, Mac, Editing, Microsoft Office, Newsletters, Social Media, Media Relations, Photography, Advertising, Strategic Communications, Brand Development, Marketing Strategy, Public Relations, Blogging, Public Speaking, Corporate Communications, Marketing, InDesign, Marketing Communications, Facebook, Social Media Marketing, Copywriting, Event Management
Education
Auburn University 2006 — 2010
Bachelors, Communication, and Spanish
Mint Springs Farm October 2014 - Present
Socialize Event Company September 2014 - Present
Robert W. Baird & Co. October 2013 - September 2014
Music City Media & Marketing September 2012 - October 2013
Dye, Van Mol & Lawrence Public Relations & Advertising November 2011 - May 2012
AkinsCrisp Public Strategies August 2010 - November 2011
McNeely Pigott & Fox 2010 - 2010
WAFF 48 News 2010 - 2010
Auburn University 2009 - 2009
Skills
Bilingual-Spanish, Design experience, Organized/Strategic, PowerPoint, Word, Excel, Cision, Dreamweaver, Microsoft Word, Internal Communications, Press Releases, Web Design, Adobe Creative Suite, Experience Design, Event Planning, Video, Leadership, Microsoft Excel, Mac, Editing, Microsoft Office, Newsletters, Social Media, Media Relations, Photography, Advertising, Strategic Communications, Brand Development, Marketing Strategy, Public Relations, Blogging, Public Speaking, Corporate Communications, Marketing, InDesign, Marketing Communications, Facebook, Social Media Marketing, Copywriting, Event Management
Education
Auburn University 2006 — 2010
Bachelors, Communication, and Spanish
Stephanie Boelter Stephanie Boelter's Robert W. Baird & Co. Experience January 2000 - September 2009
Job Resource Professional at ManpowerGroup
Industry Staffing and Recruiting
Experience
ManpowerGroup August 2015 - Present
ManpowerGroup July 2014 - August 2015
ManpowerGroup June 2013 - July 2014
ManpowerGroup October 2012 - June 2013
Robert W. Baird & Co. January 2000 - September 2009
Skills
Compliance, Human Resources, Recruiting, Conflict Resolution, Communication, Sourcing, Temporary Placement, Temporary Staffing, Auditing, Mediation, Process Improvement, Project Coordination, Talent Acquisition, Technical Recruiting, Applicant Tracking..., Interviews, Onboarding
Education
University of Wisconsin-Milwaukee
Alverno College
ManpowerGroup August 2015 - Present
ManpowerGroup July 2014 - August 2015
ManpowerGroup June 2013 - July 2014
ManpowerGroup October 2012 - June 2013
Robert W. Baird & Co. January 2000 - September 2009
Skills
Compliance, Human Resources, Recruiting, Conflict Resolution, Communication, Sourcing, Temporary Placement, Temporary Staffing, Auditing, Mediation, Process Improvement, Project Coordination, Talent Acquisition, Technical Recruiting, Applicant Tracking..., Interviews, Onboarding
Education
University of Wisconsin-Milwaukee
Alverno College
Sara Harrington Sara Harrington's Robert W. Baird & Co. Experience August 2014 - Present
Job Sr. Talent Development Consultant at Robert W. Baird & Co.
Industry Human Resources
Experience
Robert W. Baird & Co. August 2014 - Present
Caterpillar Inc. July 2011 - August 2014
Bucyrus International March 2010 - July 2011
El Puente High School 2006 - 2010
El Puente High School 2001 - 2006
Skills
Continuous Improvement, Process Improvement, Six Sigma, Change Management, Project Management, Lean Manufacturing, Strategic Planning, Organizational..., Leadership Development, Team Building, Project Planning, Manufacturing, Training, Analysis, Performance Management, Organizational..., Leadership, Customer Engagement, Building Relationships, Employee Relations, Cross-functional Team..., Strategy, Employee Engagement, Coaching
Education
Alverno College 2010 — 2013
Masters of Arts in Education, Organizational Development
University of Wisconsin-Madison 1995 — 2000
BS, Biochemistry and Spanish
Robert W. Baird & Co. August 2014 - Present
Caterpillar Inc. July 2011 - August 2014
Bucyrus International March 2010 - July 2011
El Puente High School 2006 - 2010
El Puente High School 2001 - 2006
Skills
Continuous Improvement, Process Improvement, Six Sigma, Change Management, Project Management, Lean Manufacturing, Strategic Planning, Organizational..., Leadership Development, Team Building, Project Planning, Manufacturing, Training, Analysis, Performance Management, Organizational..., Leadership, Customer Engagement, Building Relationships, Employee Relations, Cross-functional Team..., Strategy, Employee Engagement, Coaching
Education
Alverno College 2010 — 2013
Masters of Arts in Education, Organizational Development
University of Wisconsin-Madison 1995 — 2000
BS, Biochemistry and Spanish
Charter Harrison - CPM® Charter Harrison - CPM®'s Robert W. Baird & Co. Experience November 2014 - Present
Job Senior Vice President at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. November 2014 - Present
Seattle Bond Club January 2003 - Present
Crystal Mt. Hotels October 1995 - Present
McAdams Wright Ragen May 2003 - October 2014
Operation Nightwatch 2000 - September 2010
Atlantic Street Center March 2008 - October 2009
Wells Fargo Investments March 2000 - May 2003
Ragen MacKenzie August 1992 - March 2000
Skills
Wealth Management, Investment Advisory, Investment Portfolio, Boutique Hotels, Equities, Municipal Bonds, Convertible Bonds, Fixed Income, Portfolio Management, Endowments, Philanthropy, Friendly Personality
Education
Columbia University in the City of New York
Certified Portfolio Manager®
Seattle University 1991 — 1993
B.A.
Arizona State University 1988 — 1991
Overlake 1986 — 1988
St Joseph 1982 — 1984
Robert W. Baird & Co. November 2014 - Present
Seattle Bond Club January 2003 - Present
Crystal Mt. Hotels October 1995 - Present
McAdams Wright Ragen May 2003 - October 2014
Operation Nightwatch 2000 - September 2010
Atlantic Street Center March 2008 - October 2009
Wells Fargo Investments March 2000 - May 2003
Ragen MacKenzie August 1992 - March 2000
Skills
Wealth Management, Investment Advisory, Investment Portfolio, Boutique Hotels, Equities, Municipal Bonds, Convertible Bonds, Fixed Income, Portfolio Management, Endowments, Philanthropy, Friendly Personality
Education
Columbia University in the City of New York
Certified Portfolio Manager®
Seattle University 1991 — 1993
B.A.
Arizona State University 1988 — 1991
Overlake 1986 — 1988
St Joseph 1982 — 1984
Sean Knott Sean Knott's Robert W. Baird & Co. Experience June 2012 - Present
Job Financial Advisor at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. June 2012 - Present
Skills
Account Management, Sales Management
Education
Arizona State University 2000 — 2004
Bachelor's degree, Business/Corporate Communications
Robert W. Baird & Co. June 2012 - Present
Skills
Account Management, Sales Management
Education
Arizona State University 2000 — 2004
Bachelor's degree, Business/Corporate Communications
Brady Muir Brady Muir's Robert W. Baird & Co. Experience July 2007 - May 2011
Job Director at Mizuho Securities USA Inc.
Industry Financial Services
Experience
Mizuho Securities USA Inc. March 2015 - Present
Guggenheim Securities August 2011 - March 2015
Robert W. Baird & Co. July 2007 - May 2011
Morgan Stanley September 1996 - June 2007
Norrell January 1993 - August 1996
Skills
Series 7, Series 63, Series 55, Series 3, FINRA, Trading, Derivatives, Equities, Investments, Alternative Investments, Bloomberg, Capital Markets, Electronic Trading, Hedge Funds, Fixed Income, Investment Banking, Securities
Education
Michigan State University 1990 — 1993
Rochester Adams High School 1987 — 1989
Ball State University
Mizuho Securities USA Inc. March 2015 - Present
Guggenheim Securities August 2011 - March 2015
Robert W. Baird & Co. July 2007 - May 2011
Morgan Stanley September 1996 - June 2007
Norrell January 1993 - August 1996
Skills
Series 7, Series 63, Series 55, Series 3, FINRA, Trading, Derivatives, Equities, Investments, Alternative Investments, Bloomberg, Capital Markets, Electronic Trading, Hedge Funds, Fixed Income, Investment Banking, Securities
Education
Michigan State University 1990 — 1993
Rochester Adams High School 1987 — 1989
Ball State University
Kevin Sletten CFP® Kevin Sletten CFP®'s Robert W. Baird & Co. Experience January 2005 - August 2011
Job Vice President, Investments at Hilltop Wealth Management of Raymond James
Industry Financial Services
Experience
Raymond James August 2011 - Present
Robert W. Baird & Co. January 2005 - August 2011
Merck February 1998 - December 2004
Skills
Investments, Strategic Planning, Asset Allocation, Series 7, Financial Analysis
Education
Bradley University 1993 — 1997
Bachelor of Science, Finance, Spanish
Raymond James August 2011 - Present
Robert W. Baird & Co. January 2005 - August 2011
Merck February 1998 - December 2004
Skills
Investments, Strategic Planning, Asset Allocation, Series 7, Financial Analysis
Education
Bradley University 1993 — 1997
Bachelor of Science, Finance, Spanish
Samantha Shore Samantha Shore's Robert W. Baird & Co. Experience September 2015 - Present
Job Client Specialist
Industry Financial Services
Experience
Robert W. Baird & Co. September 2015 - Present
Vanguard October 2013 - July 2015
Leidos February 2013 - October 2013
maxIT Healthcare, an SAIC company August 2010 - February 2013
Delaware County Chamber of Commerce June 2008 - August 2008
Turner Investment Partners August 2007 - January 2008
Education
Widener University, Chester Pennsylvania 2006 — 2010
Bachelor of Science, Business Administration; Management; Marketing
Ernst-Moritz-Arndt-Universität Greifswald 2009 — 2009
English Language and Literature, General
Robert W. Baird & Co. September 2015 - Present
Vanguard October 2013 - July 2015
Leidos February 2013 - October 2013
maxIT Healthcare, an SAIC company August 2010 - February 2013
Delaware County Chamber of Commerce June 2008 - August 2008
Turner Investment Partners August 2007 - January 2008
Education
Widener University, Chester Pennsylvania 2006 — 2010
Bachelor of Science, Business Administration; Management; Marketing
Ernst-Moritz-Arndt-Universität Greifswald 2009 — 2009
English Language and Literature, General
Bruce Dearborn Bruce Dearborn's Robert W. Baird & Co. Experience April 1988 - Present
Job Senior Investment Consultant at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. April 1988 - Present
Skills
Retirement Planning, Investments, Estate Planning, Investment Management
Education
Bradley University 1967 — 1971
Bachelor of Arts (B.A.), Economics
Robert W. Baird & Co. April 1988 - Present
Skills
Retirement Planning, Investments, Estate Planning, Investment Management
Education
Bradley University 1967 — 1971
Bachelor of Arts (B.A.), Economics
Jason Abt Jason Abt's Robert W. Baird & Co. Experience March 2012 - September 2014
Job Managing Director at Houlihan Lokey
Industry Investment Banking
Experience
Houlihan Lokey October 2014 - Present
Robert W. Baird & Co. March 2012 - September 2014
The Vincraft Group March 2009 - December 2011
Cowen and Company 2002 - 2009
Credit Suisse 2001 - 2002
Banc of America Securities 1998 - 2000
Great Western Bank 1993 - 1996
Resolution Trust Corporation 1991 - 1993
Skills
Private Equity, Valuation, Investments, Mergers & Acquisitions, Due Diligence, Financial Modeling, Management, Portfolio Management, Investment Banking, Equities, Finance, Restructuring
Education
University of Pennsylvania - The Wharton School 1996 — 1998
Master of Business Administration (MBA), Finance
Arizona State University 1986 — 1990
Bachelor of Science (BS), Finance
Houlihan Lokey October 2014 - Present
Robert W. Baird & Co. March 2012 - September 2014
The Vincraft Group March 2009 - December 2011
Cowen and Company 2002 - 2009
Credit Suisse 2001 - 2002
Banc of America Securities 1998 - 2000
Great Western Bank 1993 - 1996
Resolution Trust Corporation 1991 - 1993
Skills
Private Equity, Valuation, Investments, Mergers & Acquisitions, Due Diligence, Financial Modeling, Management, Portfolio Management, Investment Banking, Equities, Finance, Restructuring
Education
University of Pennsylvania - The Wharton School 1996 — 1998
Master of Business Administration (MBA), Finance
Arizona State University 1986 — 1990
Bachelor of Science (BS), Finance
Jessie Yahr's Robert W. Baird & Co. Experience October 1997 - May 2001
Job Account Manager at VasoHealthcare
Industry Medical Devices
Experience
VasoHealthcare April 2013 - Present
GE Healthcare July 2010 - March 2013
GE Healthcare May 2001 - August 2010
GE Healthcare 2001 - August 2010
Robert W. Baird & Co. October 1997 - May 2001
Robert W. Baird & Co. October 1997 - May 2001
Ozaukee Bank September 1996 - September 1997
Skills
Six Sigma, Leadership, Management
Education
Alverno College 1991 — 1996
BA; Supports, Business Management; Social Science and Professional Communications
West Bend East High School
VasoHealthcare April 2013 - Present
GE Healthcare July 2010 - March 2013
GE Healthcare May 2001 - August 2010
GE Healthcare 2001 - August 2010
Robert W. Baird & Co. October 1997 - May 2001
Robert W. Baird & Co. October 1997 - May 2001
Ozaukee Bank September 1996 - September 1997
Skills
Six Sigma, Leadership, Management
Education
Alverno College 1991 — 1996
BA; Supports, Business Management; Social Science and Professional Communications
West Bend East High School
Kyle Chau Kyle Chau's Robert W. Baird & Co. Experience 2001 - 2006
Job Legal Counsel at White & Case
Industry Capital Markets
Experience
White & Case 2006 - Present
Coalition of Asian Pacific Americans 2004 - Present
Robert W. Baird & Co. 2001 - 2006
Pekin & Pekin Law Firm 2001 - 2001
Education
Yale Law School 2005 — 2007
Amherst College 1997 — 2001
White & Case 2006 - Present
Coalition of Asian Pacific Americans 2004 - Present
Robert W. Baird & Co. 2001 - 2006
Pekin & Pekin Law Firm 2001 - 2001
Education
Yale Law School 2005 — 2007
Amherst College 1997 — 2001
Kai Reese Kai Reese's Robert W. Baird & Co. Experience April 2015 - Present
Job at Robert W. Baird & Co.
Industry Information Technology and Services
Experience
Robert W. Baird & Co. April 2015 - Present
Robert W. Baird & Co. January 2015 - March 2015
Robert W. Baird & Co. December 2012 - December 2014
Blue Ridge Community College January 2012 - December 2012
Skills
Linux, Systems Analysis, Website Development, Computer Maintenance, Computer Hardware, IT Strategy, Wireless Networking, Problem Solving, System Design, Teamwork, Mac OS X, Microsoft Office, Windows 7, Windows XP Professional, Windows Server, Linux Server
Education
Blue Ridge Community College 2009 — 2012
A.A.S, Information Systems, 3.7
Blue Ridge Community College 2009 — 2012
A.A.S, Networking Technology, 3.7
Robert W. Baird & Co. April 2015 - Present
Robert W. Baird & Co. January 2015 - March 2015
Robert W. Baird & Co. December 2012 - December 2014
Blue Ridge Community College January 2012 - December 2012
Skills
Linux, Systems Analysis, Website Development, Computer Maintenance, Computer Hardware, IT Strategy, Wireless Networking, Problem Solving, System Design, Teamwork, Mac OS X, Microsoft Office, Windows 7, Windows XP Professional, Windows Server, Linux Server
Education
Blue Ridge Community College 2009 — 2012
A.A.S, Information Systems, 3.7
Blue Ridge Community College 2009 — 2012
A.A.S, Networking Technology, 3.7
Adam Jarolimek's Robert W. Baird & Co. Experience May 2014 - August 2014
Job Student
Industry Military
Experience
Babson College August 2011 - May 2015
Robert W. Baird & Co. May 2014 - August 2014
Abercrombie & Fitch June 2013 - August 2013
Major League Gaming May 2013 - August 2013
Sutherland Asbill & Brennan LLP June 2012 - August 2012
West University Park Place Pool June 2011 - August 2011
Jewish Community Center of Houston May 2011 - August 2011
Jewish Community Center of Houston May 2011 - August 2011
Skills
Bloomberg Terminal, Computer Hardware, Minitab, Financial Modeling, Bloomberg, Microsoft Office, Rugby, Wrestling, Downhill Skiing, Financial Statement..., Valuation, Access, Sketchpad, Capital IQ, Financial Analysis, Investment Banking, Finance, Gaming Industry, Online Gaming, Financial Accounting, Financial Forecasting, Microsoft Excel, PowerPoint, Sales, DCF, Microsoft Word, Google Docs, Equity Valuation, Business Valuation, Outlook, Investment Management, 401k, Retirement Planning, Wealth Management, CRM, Microsoft CRM, CRM Integration
Education
Babson College 2011 — 2015
St. Thomas High School
High School Diploma
Babson College August 2011 - May 2015
Robert W. Baird & Co. May 2014 - August 2014
Abercrombie & Fitch June 2013 - August 2013
Major League Gaming May 2013 - August 2013
Sutherland Asbill & Brennan LLP June 2012 - August 2012
West University Park Place Pool June 2011 - August 2011
Jewish Community Center of Houston May 2011 - August 2011
Jewish Community Center of Houston May 2011 - August 2011
Skills
Bloomberg Terminal, Computer Hardware, Minitab, Financial Modeling, Bloomberg, Microsoft Office, Rugby, Wrestling, Downhill Skiing, Financial Statement..., Valuation, Access, Sketchpad, Capital IQ, Financial Analysis, Investment Banking, Finance, Gaming Industry, Online Gaming, Financial Accounting, Financial Forecasting, Microsoft Excel, PowerPoint, Sales, DCF, Microsoft Word, Google Docs, Equity Valuation, Business Valuation, Outlook, Investment Management, 401k, Retirement Planning, Wealth Management, CRM, Microsoft CRM, CRM Integration
Education
Babson College 2011 — 2015
St. Thomas High School
High School Diploma
Veneicia Smith's Robert W. Baird & Co. Experience February 2011 - April 2012
Job Marketing Coordinator at Abbott Nutrition (EAS)
Industry Health, Wellness and Fitness
Experience
Abbott Nutrition (EAS) May 2015 - Present
Abbott Nutrition April 2012 - May 2015
Robert W. Baird & Co. February 2011 - April 2012
Abbott Nutrition July 2010 - February 2011
Mobile Aerospace Engineering September 2005 - May 2008
Skills
Policy, Leadership, Administrative..., Finance, Microsoft Excel, Spreadsheets, Software Documentation, Office Management, Securities, Outlook, PowerPoint, Lotus Notes, PeopleSoft, Visio, Microsoft Office, Microsoft Word, Customer Service, Legal Compliance, System Monitoring, Project Coordination, Program Coordination, SharePoint, Marketing Communications, Internal Communications, Corporate Communications, Training & Development
Education
Ashford University 2014 — 2015
Master of Business Administration (MBA), Business Administration, specializing in Marketing
University of Phoenix 2010 — 2013
Bachelors, Science in Communication
University of Phoenix 2008 — 2010
Associate of Arts (AA), Arts with the concentration in Communications
Abbott Nutrition (EAS) May 2015 - Present
Abbott Nutrition April 2012 - May 2015
Robert W. Baird & Co. February 2011 - April 2012
Abbott Nutrition July 2010 - February 2011
Mobile Aerospace Engineering September 2005 - May 2008
Skills
Policy, Leadership, Administrative..., Finance, Microsoft Excel, Spreadsheets, Software Documentation, Office Management, Securities, Outlook, PowerPoint, Lotus Notes, PeopleSoft, Visio, Microsoft Office, Microsoft Word, Customer Service, Legal Compliance, System Monitoring, Project Coordination, Program Coordination, SharePoint, Marketing Communications, Internal Communications, Corporate Communications, Training & Development
Education
Ashford University 2014 — 2015
Master of Business Administration (MBA), Business Administration, specializing in Marketing
University of Phoenix 2010 — 2013
Bachelors, Science in Communication
University of Phoenix 2008 — 2010
Associate of Arts (AA), Arts with the concentration in Communications
Jennifer Tischer Jennifer Tischer's Robert W. Baird & Co. Experience July 2000 - October 2006
Job Marketing Director | Brand Storyteller | Creative Copywriter | Adaptable Project Manager | VPValuation Research Corp.
Industry Banking
Experience
Valuation Research Corporation February 2015 - Present
Associated Bank October 2006 - February 2015
Robert W. Baird & Co. July 2000 - October 2006
CMI Group, Inc. 1993 - 2000
Skills
Marketing Communications, Marketing Strategy, Marketing, Copywriting, B2B Marketing, Financial Services, Banking, Advertising, Relationship Management, Direct Marketing, Market Planning, Common Sense, Creative Writer, Creative Briefs, Down to Earth, Radio Advertising, Brand Development, Strategic Planning, Email Marketing, Corporate Communications, Project Management, Content Marketing, Promotional Copy, Product Marketing, Social Media Marketing, Marketing Budget..., Thought Leadership, Online Marketing, Collaborative Problem..., Non-profit Volunteer, Humor, Sponsorship Programs, Emotional Intelligence, Intuition, Authentic, Brand Awareness, Trade Shows, Event Planning, B2C marketing, Brand Ambassadors, Web Content, Seminar Marketing, Adapt Quickly to Change, Driven By Results, Customer Centric..., Leadership
Education
Alverno College
Bachelor of Arts (B.A.), Communication, Management & Technology
Bryant and Stratton College-Milwaukee
Associate of Arts (A.A.), Business Management
Valuation Research Corporation February 2015 - Present
Associated Bank October 2006 - February 2015
Robert W. Baird & Co. July 2000 - October 2006
CMI Group, Inc. 1993 - 2000
Skills
Marketing Communications, Marketing Strategy, Marketing, Copywriting, B2B Marketing, Financial Services, Banking, Advertising, Relationship Management, Direct Marketing, Market Planning, Common Sense, Creative Writer, Creative Briefs, Down to Earth, Radio Advertising, Brand Development, Strategic Planning, Email Marketing, Corporate Communications, Project Management, Content Marketing, Promotional Copy, Product Marketing, Social Media Marketing, Marketing Budget..., Thought Leadership, Online Marketing, Collaborative Problem..., Non-profit Volunteer, Humor, Sponsorship Programs, Emotional Intelligence, Intuition, Authentic, Brand Awareness, Trade Shows, Event Planning, B2C marketing, Brand Ambassadors, Web Content, Seminar Marketing, Adapt Quickly to Change, Driven By Results, Customer Centric..., Leadership
Education
Alverno College
Bachelor of Arts (B.A.), Communication, Management & Technology
Bryant and Stratton College-Milwaukee
Associate of Arts (A.A.), Business Management
Gwen Donev Gwen Donev's Robert W. Baird & Co. Experience January 2000 - August 2000
Job A dynamic business professional with 14+ years of experience, both domestic and international.
Industry Nonprofit Organization Management
Experience
Children's Museum of Southern Minnesota January 2015 - Present
Greater Mankato Area United Way November 2006 - February 2014
Northern Engraving September 2000 - March 2006
Robert W. Baird & Co. January 2000 - August 2000
Siemens 1999 - 1999
Skills
Strategic Planning, Budgets, Managerial Finance, Financial Reporting, Non-profit..., German, Project Management, Strategy Implementation, Social Media, Marketing Strategy, Marketing Communications
Education
University of Wisconsin-La Crosse 1996 — 1999
Bachelor of Science (B.S.), International Management
Carl von Ossietzky Universität Oldenburg 1998 — 1998
Bethany Lutheran College 1994 — 1996
Associate of Arts (AA)
Children's Museum of Southern Minnesota January 2015 - Present
Greater Mankato Area United Way November 2006 - February 2014
Northern Engraving September 2000 - March 2006
Robert W. Baird & Co. January 2000 - August 2000
Siemens 1999 - 1999
Skills
Strategic Planning, Budgets, Managerial Finance, Financial Reporting, Non-profit..., German, Project Management, Strategy Implementation, Social Media, Marketing Strategy, Marketing Communications
Education
University of Wisconsin-La Crosse 1996 — 1999
Bachelor of Science (B.S.), International Management
Carl von Ossietzky Universität Oldenburg 1998 — 1998
Bethany Lutheran College 1994 — 1996
Associate of Arts (AA)
Rhonda Kenney Rhonda Kenney's Robert W. Baird & Co. Experience December 1989 - August 1992
Job Real Estate Broker
Industry Real Estate
Experience
Self-employed September 1996 - Present
Robert W. Baird & Co. December 1989 - August 1992
Skills
Real Estate, Real Estate Development, Real Estate Transactions, Construction, Construction Management, Land Use Planning, Building Materials, Investment Banking, Investment Properties, Vacation Rental, Research, Typing, Microsoft Word, Writing, Web Design, Creative Writing, Residential Homes
Education
Ivy Tech Community College 2002 — 2003
Paralegal Studies/General Studies, Legal Research-Law/Statutes, Citation Terminology, Case Summery Research., 3.91 GPA
St. Petersburg College 1982 — 1983
General Studies
Ball State University
General Studies
Self-employed September 1996 - Present
Robert W. Baird & Co. December 1989 - August 1992
Skills
Real Estate, Real Estate Development, Real Estate Transactions, Construction, Construction Management, Land Use Planning, Building Materials, Investment Banking, Investment Properties, Vacation Rental, Research, Typing, Microsoft Word, Writing, Web Design, Creative Writing, Residential Homes
Education
Ivy Tech Community College 2002 — 2003
Paralegal Studies/General Studies, Legal Research-Law/Statutes, Citation Terminology, Case Summery Research., 3.91 GPA
St. Petersburg College 1982 — 1983
General Studies
Ball State University
General Studies
Garrett Oakley, CPA, CFP®'s Robert W. Baird & Co. Experience May 2015 - Present
Job Financial Planning at Robert W. Baird & Co.
Industry Investment Management
Experience
Robert W. Baird & Co. May 2015 - Present
McGill Advisors, Inc. August 2013 - May 2015
PwC January 2012 - August 2013
Skills
Big 4, IFRS, US GAAP, Corporate Tax, Financial Accounting, Tax, International Tax, SEC filings, GAAP, Financial Reporting, CPA, Series 65, Accounting
Education
Appalachian State University 2006 — 2011
Bachelor of Business Administration (BBA), Accounting and Finance
Rose
Robert W. Baird & Co. May 2015 - Present
McGill Advisors, Inc. August 2013 - May 2015
PwC January 2012 - August 2013
Skills
Big 4, IFRS, US GAAP, Corporate Tax, Financial Accounting, Tax, International Tax, SEC filings, GAAP, Financial Reporting, CPA, Series 65, Accounting
Education
Appalachian State University 2006 — 2011
Bachelor of Business Administration (BBA), Accounting and Finance
Rose
Allison Borisek's Robert W. Baird & Co. Experience December 2014 - Present
Job Tax Intern at Robert W. Baird & Co.
Industry Accounting
Experience
Robert W. Baird & Co. December 2014 - Present
Assurant May 2014 - December 2014
American Eagle Outfitters August 2012 - December 2013
Illinois Department of Transportation June 2013 - August 2013
Dettores Town Lanes August 2008 - August 2012
Skills
Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, Outlook, Public Speaking, Project Management, Accounting, Teamwork
Education
Marquette University 2012 — 2016
Bachelor of Science, Business Administration; Accounting, International Business
ESG Management School 2014 — 2014
Study Abroad
Robert W. Baird & Co. December 2014 - Present
Assurant May 2014 - December 2014
American Eagle Outfitters August 2012 - December 2013
Illinois Department of Transportation June 2013 - August 2013
Dettores Town Lanes August 2008 - August 2012
Skills
Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, Outlook, Public Speaking, Project Management, Accounting, Teamwork
Education
Marquette University 2012 — 2016
Bachelor of Science, Business Administration; Accounting, International Business
ESG Management School 2014 — 2014
Study Abroad
Keith Yoder, CFA Keith Yoder, CFA's Robert W. Baird & Co. Experience October 2009 - August 2011
Job Vice President, Investments at Raymond James
Industry Financial Services
Experience
Raymond James August 2011 - Present
Robert W. Baird & Co. October 2009 - August 2011
Caterpillar Inc. July 2000 - October 2009
Caterpillar Inc July 2000 - October 2009
Caterpillar Inc. June 2006 - July 2008
Caterpillar Inc. July 2000 - June 2006
Mennonite Mutual Aid January 1992 - January 2000
Mennonite Mutual Aid 1992 - 2000
Society Bank, South Bend, IN 1987 - 1992
Mennonite Mutual Aid June 1978 - October 1987
Education
Bluffton University 1974 — 1978
BS, Business Management, Accounting
Raymond James August 2011 - Present
Robert W. Baird & Co. October 2009 - August 2011
Caterpillar Inc. July 2000 - October 2009
Caterpillar Inc July 2000 - October 2009
Caterpillar Inc. June 2006 - July 2008
Caterpillar Inc. July 2000 - June 2006
Mennonite Mutual Aid January 1992 - January 2000
Mennonite Mutual Aid 1992 - 2000
Society Bank, South Bend, IN 1987 - 1992
Mennonite Mutual Aid June 1978 - October 1987
Education
Bluffton University 1974 — 1978
BS, Business Management, Accounting
Chad Lewis Chad Lewis's Robert W. Baird & Co. Experience June 2011 - Present
Job Financial Advisor at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. June 2011 - Present
Quad City Bank & Trust 2006 - 2011
US Bank September 2001 - May 2006
Robert W. Baird & Co. January 2000 - September 2001
McGladrey & Pullen, LLP July 1997 - January 2000
Skills
New Business Development, Key Account Management, Financial Accounting, Investment Strategies, Investment Management, Retirement Planning, Strategic Planning, Financial Analysis, Finance, Insurance, Banking, Financial Advisory, Portfolio Management, Wealth Management, Investments, Strategic Financial..., CRM, Customer Service, Private Banking, Leadership, Credit Analysis, Asset Allocation, Risk Management, Business Development, Commercial Lending, Loans, Wealth Management..., Estate Planning, Management, Accounting, Series 7, Financial Planners, Credit, Investment Advisory, Financial Planning
Education
Augustana College 1992 — 1996
Bachelor of Arts (B.A.), Business Administration/Accounting/Marketing
Thomas Jefferson High School 1988 — 1992
Robert W. Baird & Co. June 2011 - Present
Quad City Bank & Trust 2006 - 2011
US Bank September 2001 - May 2006
Robert W. Baird & Co. January 2000 - September 2001
McGladrey & Pullen, LLP July 1997 - January 2000
Skills
New Business Development, Key Account Management, Financial Accounting, Investment Strategies, Investment Management, Retirement Planning, Strategic Planning, Financial Analysis, Finance, Insurance, Banking, Financial Advisory, Portfolio Management, Wealth Management, Investments, Strategic Financial..., CRM, Customer Service, Private Banking, Leadership, Credit Analysis, Asset Allocation, Risk Management, Business Development, Commercial Lending, Loans, Wealth Management..., Estate Planning, Management, Accounting, Series 7, Financial Planners, Credit, Investment Advisory, Financial Planning
Education
Augustana College 1992 — 1996
Bachelor of Arts (B.A.), Business Administration/Accounting/Marketing
Thomas Jefferson High School 1988 — 1992
Geoffrey M. Rhines, CPA/PFS, CGMA Geoffrey M. Rhines, CPA/PFS, CGMA's Robert W. Baird & Co. Experience August 2010 - March 2012
Job Retirement Plan Consultant at SageView Advisory Group
Industry Financial Services
Experience
SageView Advisory Group October 2014 - Present
401(k) 403(b) Advisors March 2012 - October 2014
Robert W. Baird & Co. August 2010 - March 2012
Marsh 2003 - May 2010
New England Financial 2001 - 2003
Emory Healthcare 1997 - 2001
UPS 1978 - 1997
Skills
Executive Pay, Succession Planning, Deferred Compensation, Qualified Retirement..., Wealth Management, Investments, Life Insurance, Corporate Benefits, Defined Benefit, Retirement Plan..., Executive Compensation, Wealth Preservation, Inforce Life Insurance..., Captive Insurance..., ERISA, Business Succession, 401k, Series 7, CPA, Investment Strategies, Portfolio Management
Education
Emory University - Goizueta Business School 1995 — 1996
MBA, Finance
Avila University 1982 — 1987
BSBA, Accounting
SageView Advisory Group October 2014 - Present
401(k) 403(b) Advisors March 2012 - October 2014
Robert W. Baird & Co. August 2010 - March 2012
Marsh 2003 - May 2010
New England Financial 2001 - 2003
Emory Healthcare 1997 - 2001
UPS 1978 - 1997
Skills
Executive Pay, Succession Planning, Deferred Compensation, Qualified Retirement..., Wealth Management, Investments, Life Insurance, Corporate Benefits, Defined Benefit, Retirement Plan..., Executive Compensation, Wealth Preservation, Inforce Life Insurance..., Captive Insurance..., ERISA, Business Succession, 401k, Series 7, CPA, Investment Strategies, Portfolio Management
Education
Emory University - Goizueta Business School 1995 — 1996
MBA, Finance
Avila University 1982 — 1987
BSBA, Accounting
Phyllis May Phyllis May's Robert W. Baird & Co. Experience December 2004 - September 2005
Job Vice President at Associated Trust Company
Industry Investment Management
Experience
Associated Trust Company October 2005 - Present
Associated Banc-Corp October 2005 - Present
Robert W. Baird & Co. December 2004 - September 2005
JPMorgan Chase September 1983 - October 2004
BenePlan 1998 - 2003
Skills
Compliance, 401k, Retirement, Wealth Management, Investments, New Business Development, Asset Allocation, Deferred Compensation, Retirement Planning, ERISA, Series 7, Investment Advisory, Financial Services, Banking, Relationship Management, Mutual Funds, Financial Planning, Defined Contribution
Education
Alverno College 1992 — 1997
Bachelor of Arts (B.A.), Business Administration and Management, General
Associated Trust Company October 2005 - Present
Associated Banc-Corp October 2005 - Present
Robert W. Baird & Co. December 2004 - September 2005
JPMorgan Chase September 1983 - October 2004
BenePlan 1998 - 2003
Skills
Compliance, 401k, Retirement, Wealth Management, Investments, New Business Development, Asset Allocation, Deferred Compensation, Retirement Planning, ERISA, Series 7, Investment Advisory, Financial Services, Banking, Relationship Management, Mutual Funds, Financial Planning, Defined Contribution
Education
Alverno College 1992 — 1997
Bachelor of Arts (B.A.), Business Administration and Management, General
Stephen Comerford, CFA's Robert W. Baird & Co. Experience 1999 - 2004
Job Investment Analyst at Vogel Consulting
Industry Financial Services
Experience
Vogel Consulting 2014 - Present
G&K Wealth Management, LLC August 2008 - December 2012
Morgan Stanley Smith Barney 2004 - 2006
Robert W. Baird & Co. 1999 - 2004
Skills
Investment Advisory, Asset Management, Asset Allocation, Retirement Planning, Wealth Management, New Business Development, Securities, Employee Benefits, Series 7, FINRA
Education
Arizona State University
University of Wisconsin-Milwaukee
Vogel Consulting 2014 - Present
G&K Wealth Management, LLC August 2008 - December 2012
Morgan Stanley Smith Barney 2004 - 2006
Robert W. Baird & Co. 1999 - 2004
Skills
Investment Advisory, Asset Management, Asset Allocation, Retirement Planning, Wealth Management, New Business Development, Securities, Employee Benefits, Series 7, FINRA
Education
Arizona State University
University of Wisconsin-Milwaukee
Cindy Lorentzen Cindy Lorentzen's Robert W. Baird & Co. Experience 1999 - 2004
Job Public Relations Specialist at Associated Bank
Industry Marketing and Advertising
Experience
Associated Bank January 2015 - Present
In Transition July 2014 - January 2015
Marquette University College of Professional Studies April 2007 - June 2014
Godfrey & Kahn, S.C. 2004 - 2007
Robert W. Baird & Co. 1999 - 2004
Skills
Event Planning, Marketing Communications, Advertising, Marketing Strategy, Public Relations, Promotions, Collateral Materials..., Writing, Market Research, Website Content..., Management, Public Speaking, Marketing, Program Management, Volunteer Management, Social Networking, Social Media, Sales, Press Releases, Nonprofits, Research
Education
Marquette University 2008 — 2014
Master of Arts (M.A.), Leadership Studies
Alverno College 1985 — 1990
Bachelor of Science, Business and Management
Associated Bank January 2015 - Present
In Transition July 2014 - January 2015
Marquette University College of Professional Studies April 2007 - June 2014
Godfrey & Kahn, S.C. 2004 - 2007
Robert W. Baird & Co. 1999 - 2004
Skills
Event Planning, Marketing Communications, Advertising, Marketing Strategy, Public Relations, Promotions, Collateral Materials..., Writing, Market Research, Website Content..., Management, Public Speaking, Marketing, Program Management, Volunteer Management, Social Networking, Social Media, Sales, Press Releases, Nonprofits, Research
Education
Marquette University 2008 — 2014
Master of Arts (M.A.), Leadership Studies
Alverno College 1985 — 1990
Bachelor of Science, Business and Management
Jon A. Kaupla, CPCC, ACC's Robert W. Baird & Co. Experience July 2014 - January 2015
Job Human Capital Leader
Industry Financial Services
Experience
CoreLogic January 2015 - Present
Alverno College January 2015 - Present
University of Wisconsin - Milwaukee 1998 - Present
Robert W. Baird & Co. July 2014 - January 2015
Robert W. Baird & Co. 2009 - June 2014
Hales Corners Lutheran Church July 2004 - June 2014
Core Creative, Inc. 2007 - 2009
Alverno College, Milwaukee, WI 2001 - 2009
Kohl's Corporation 1997 - 2006
Skills
Strategic Planning, Learning Management..., Human Capital, Performance Improvement, Business Process..., Time Management, Employee Training, Training, Team Building, Organizational..., Recruiting, Leadership, Leadership Development, Human Resources, Talent Management, Management, Consulting, Executive Coaching, Organizational..., Strategy, Workforce Planning
Education
Wisconsin Lutheran High School 1982 — 1986
Alverno College
MA
Coaches Training Institute (CTI)
Florida State University
BS
CoreLogic January 2015 - Present
Alverno College January 2015 - Present
University of Wisconsin - Milwaukee 1998 - Present
Robert W. Baird & Co. July 2014 - January 2015
Robert W. Baird & Co. 2009 - June 2014
Hales Corners Lutheran Church July 2004 - June 2014
Core Creative, Inc. 2007 - 2009
Alverno College, Milwaukee, WI 2001 - 2009
Kohl's Corporation 1997 - 2006
Skills
Strategic Planning, Learning Management..., Human Capital, Performance Improvement, Business Process..., Time Management, Employee Training, Training, Team Building, Organizational..., Recruiting, Leadership, Leadership Development, Human Resources, Talent Management, Management, Consulting, Executive Coaching, Organizational..., Strategy, Workforce Planning
Education
Wisconsin Lutheran High School 1982 — 1986
Alverno College
MA
Coaches Training Institute (CTI)
Florida State University
BS
Chris Morin Chris Morin's Robert W. Baird & Co. Experience April 2005 - March 2011
Job Project Manager | Team Lead at Fidelity National Information Services
Industry Financial Services
Experience
Fidelity National Information Services March 2011 - Present
Robert W. Baird & Co. April 2005 - March 2011
Computize of Wisconsin June 2002 - March 2005
CJM Consulting October 2000 - June 2002
Southwest Metal Fabricators June 1994 - October 2000
Skills
Process Improvement, Process Engineering, Software Project..., Project Portfolio..., Business Analysis, SDLC, Customer Relations, Budgeting, Technical Writing, Functional Requirements, SharePoint, Project Server, MS Project, Project Management, CRM, Customer Service, ITIL, Budgets, Enterprise Architecture, Quality Assurance, Testing, Software Documentation, Management, Leadership, Vendor Management, Business Process
Education
Milwaukee School of Engineering 1996 — 1997
Engineering Management
Bob Jones University 1987 — 1991
Bachelor of Arts
Fidelity National Information Services March 2011 - Present
Robert W. Baird & Co. April 2005 - March 2011
Computize of Wisconsin June 2002 - March 2005
CJM Consulting October 2000 - June 2002
Southwest Metal Fabricators June 1994 - October 2000
Skills
Process Improvement, Process Engineering, Software Project..., Project Portfolio..., Business Analysis, SDLC, Customer Relations, Budgeting, Technical Writing, Functional Requirements, SharePoint, Project Server, MS Project, Project Management, CRM, Customer Service, ITIL, Budgets, Enterprise Architecture, Quality Assurance, Testing, Software Documentation, Management, Leadership, Vendor Management, Business Process
Education
Milwaukee School of Engineering 1996 — 1997
Engineering Management
Bob Jones University 1987 — 1991
Bachelor of Arts
Bo Stiles Bo Stiles's Robert W. Baird & Co. Experience March 2014 - Present
Job Financial Advisor at Baird Private Wealth
Industry Capital Markets
Experience
Robert W. Baird & Co. March 2014 - Present
rbc August 2010 - March 2014
Wells Fargo 2007 - 2010
Colonial Bank 2005 - 2005
Skills
Securities, Trading, Corporate Finance, Finance, Investments, Portfolio Management, Wealth Management, Financial Analysis, Fixed Income, Capital Markets, Asset Management, Mutual Funds, Financial Modeling, Series 7, Banking, Customer Service
Education
Auburn University 2002 — 2006
Bachelor of Science (B.S.), Business Administration and Management, General
Robert W. Baird & Co. March 2014 - Present
rbc August 2010 - March 2014
Wells Fargo 2007 - 2010
Colonial Bank 2005 - 2005
Skills
Securities, Trading, Corporate Finance, Finance, Investments, Portfolio Management, Wealth Management, Financial Analysis, Fixed Income, Capital Markets, Asset Management, Mutual Funds, Financial Modeling, Series 7, Banking, Customer Service
Education
Auburn University 2002 — 2006
Bachelor of Science (B.S.), Business Administration and Management, General
Thomas Honor, MBA Thomas Honor, MBA's Robert W. Baird & Co. Experience April 2002 - November 2009
Job Financial Advisor, Assistant Vice President at The Huntington Investment Company
Industry Financial Services
Experience
The Huntington Investment Company January 2015 - Present
Vision Financial Group, LLC August 2011 - June 2013
Waddell & Reed Financial Services November 2009 - August 2011
Robert W. Baird & Co. April 2002 - November 2009
Merrill Lynch August 2000 - April 2002
Skills
Retirement Planning, 401k Rollovers, IRAs, Retirement, Wealth Accumulation, Wealth Management, Series 7, Series 66, Fixed Annuities, Variable Annuities, Equities, Financial Risk, Key Performance..., Market Analysis, Project Management, Strategic Planning, Uniform Combined State..., Public Speaking, Customer Service, Finance, Management, Leadership
Education
Aquinas College 1998 — 2004
Master of Management
Grand Valley State University 2001 — 2002
Certificate Program in Financial Planning
Ferris State University 1980 — 1984
Radio and Television Broadcasting Technology/Technician
Holland High
The Huntington Investment Company January 2015 - Present
Vision Financial Group, LLC August 2011 - June 2013
Waddell & Reed Financial Services November 2009 - August 2011
Robert W. Baird & Co. April 2002 - November 2009
Merrill Lynch August 2000 - April 2002
Skills
Retirement Planning, 401k Rollovers, IRAs, Retirement, Wealth Accumulation, Wealth Management, Series 7, Series 66, Fixed Annuities, Variable Annuities, Equities, Financial Risk, Key Performance..., Market Analysis, Project Management, Strategic Planning, Uniform Combined State..., Public Speaking, Customer Service, Finance, Management, Leadership
Education
Aquinas College 1998 — 2004
Master of Management
Grand Valley State University 2001 — 2002
Certificate Program in Financial Planning
Ferris State University 1980 — 1984
Radio and Television Broadcasting Technology/Technician
Holland High
Aimee Raines Aimee Raines's Robert W. Baird & Co. Experience January 2002 - December 2004
Job Human Resources/Talent Development Professional
Industry Human Resources
Experience
Marinette Marine Corporation August 2013 - June 2015
Joy Global August 2012 - August 2013
Joy Global Inc. November 2009 - August 2012
Joy Global December 2004 - November 2009
Robert W. Baird & Co. January 2002 - December 2004
Nelson Schmidt, Inc. January 1996 - January 2002
Skills
Coaching, Leadership Development, Recruiting, Leadership, Training, Project Management, Performance Management, Organizational..., Human Resources, Analysis, Employee Engagement, Employee Training, Management, Project Planning, Strategy, Strategic Planning, Talent Management, Succession Planning, Employee Relations, Team Building
Education
Alverno College 1994 — 1998
B.A, Professional Communication / Business Management
Marinette Marine Corporation August 2013 - June 2015
Joy Global August 2012 - August 2013
Joy Global Inc. November 2009 - August 2012
Joy Global December 2004 - November 2009
Robert W. Baird & Co. January 2002 - December 2004
Nelson Schmidt, Inc. January 1996 - January 2002
Skills
Coaching, Leadership Development, Recruiting, Leadership, Training, Project Management, Performance Management, Organizational..., Human Resources, Analysis, Employee Engagement, Employee Training, Management, Project Planning, Strategy, Strategic Planning, Talent Management, Succession Planning, Employee Relations, Team Building
Education
Alverno College 1994 — 1998
B.A, Professional Communication / Business Management
Sandy Walter Sandy Walter's Robert W. Baird & Co. Experience July 2011 - Present
Job Associate Equity Capital Markets at Robert W. Baird & Co.
Industry Investment Banking
Experience
Robert W. Baird & Co. July 2011 - Present
RLJ Development, LLC June 2010 - September 2010
Robert W. Baird & Co. July 2008 - July 2009
Robert W. Baird July 2004 - June 2008
Education
University of Wisconsin-Madison - School of Business 2009 — 2011
MBA, Corporate Finance and Investment Banking
Bates College 2000 — 2004
B.A., Economics
Robert W. Baird & Co. July 2011 - Present
RLJ Development, LLC June 2010 - September 2010
Robert W. Baird & Co. July 2008 - July 2009
Robert W. Baird July 2004 - June 2008
Education
University of Wisconsin-Madison - School of Business 2009 — 2011
MBA, Corporate Finance and Investment Banking
Bates College 2000 — 2004
B.A., Economics
QianLi (Roy) Li QianLi (Roy) Li's Robert W. Baird & Co. Experience June 2012 - August 2012
Job Capital Market ITO Summer Analyst at BNP Paribas
Industry Financial Services
Experience
BNP Paribas June 2014 - August 2014
Target June 2013 - August 2013
Robert W. Baird & Co. June 2012 - August 2012
Global China Connection March 2011 - January 2012
Agricultural Bank of China July 2011 - August 2011
Skills
Mandarin, Financial Modeling, Financial Analysis, Bloomberg, Morningstar, Equity Research Analysis, Risk Management, Data Analysis, Negotiation, Microsoft Excel, Analysis, Leadership, Research, Finance, Equities, Valuation
Education
Brandeis University, Lemberg - International Business School 2013 — 2014
Master of Science (M.S.) in Finance, 3.90/4.00
University of Wisconsin-Madison - School of Business 2009 — 2013
Bachelor, Finance, Investment and Banking; Risk Management and Insurance
University of California, Berkeley 2010 — 2010
Summer session
BNP Paribas June 2014 - August 2014
Target June 2013 - August 2013
Robert W. Baird & Co. June 2012 - August 2012
Global China Connection March 2011 - January 2012
Agricultural Bank of China July 2011 - August 2011
Skills
Mandarin, Financial Modeling, Financial Analysis, Bloomberg, Morningstar, Equity Research Analysis, Risk Management, Data Analysis, Negotiation, Microsoft Excel, Analysis, Leadership, Research, Finance, Equities, Valuation
Education
Brandeis University, Lemberg - International Business School 2013 — 2014
Master of Science (M.S.) in Finance, 3.90/4.00
University of Wisconsin-Madison - School of Business 2009 — 2013
Bachelor, Finance, Investment and Banking; Risk Management and Insurance
University of California, Berkeley 2010 — 2010
Summer session
Sinead Yuen Sinead Yuen's Robert W. Baird & Co. Experience May 2010 - October 2011
Job Analyst Investment Banking at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. May 2010 - October 2011
Wells Fargo January 2010 - May 2010
Education
Washington University in St. Louis - Olin Business School 2008 — 2009
MS, Finance
Boston University 2004 — 2008
BA / MA, Economics
Diocesan Girls' School
Robert W. Baird & Co. May 2010 - October 2011
Wells Fargo January 2010 - May 2010
Education
Washington University in St. Louis - Olin Business School 2008 — 2009
MS, Finance
Boston University 2004 — 2008
BA / MA, Economics
Diocesan Girls' School
Amy Wyatt's Robert W. Baird & Co. Experience February 2013 - Present
Job Senior Client Specialist at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. February 2013 - Present
Wells Fargo July 1996 - February 2013
Skills
Background in Education, Operations, Client Service, FINRA Series 7 License, FINRA Series 9 & 10..., Microsofit Word, Long Term Care..., Microsoft Excel, FINRA Series 65 License, Annuity License, Equities, Mutual Funds, Asset Allocation, IRAs, 401k Rollovers, 529 Plans, Retirement Planning
Education
Appalachian State University
Bachelor of Science
Robert W. Baird & Co. February 2013 - Present
Wells Fargo July 1996 - February 2013
Skills
Background in Education, Operations, Client Service, FINRA Series 7 License, FINRA Series 9 & 10..., Microsofit Word, Long Term Care..., Microsoft Excel, FINRA Series 65 License, Annuity License, Equities, Mutual Funds, Asset Allocation, IRAs, 401k Rollovers, 529 Plans, Retirement Planning
Education
Appalachian State University
Bachelor of Science
Alex Cushner's Robert W. Baird & Co. Experience September 2011 - Present
Job Managing Director at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. September 2011 - Present
Credit Suisse June 2005 - September 2011
Lehman Brothers October 2000 - June 2005
Cowen and Company February 1995 - October 2000
RBC June 1993 - February 1995
Lehman Brothers November 1992 - July 1993
Skills
Wealth Management, Portfolio Management, Estate Planning, Investments, Client Service Oriented
Education
Boston College
Robert W. Baird & Co. September 2011 - Present
Credit Suisse June 2005 - September 2011
Lehman Brothers October 2000 - June 2005
Cowen and Company February 1995 - October 2000
RBC June 1993 - February 1995
Lehman Brothers November 1992 - July 1993
Skills
Wealth Management, Portfolio Management, Estate Planning, Investments, Client Service Oriented
Education
Boston College
Aaron Britton's Robert W. Baird & Co. Experience 2006 - 2006
Job Investment Associate | Open to new opportunities
Industry Venture Capital & Private Equity
Experience
Grameen Foundation September 2011 - Present
University of Notre Dame May 2010 - May 2011
Yehu Microfinance Trust May 2009 - May 2010
Cleary Gull, Inc. February 2007 - January 2009
Robert W. Baird & Co. 2006 - 2006
vSpring Capital December 2004 - August 2005
Skills
Portfolio Management, Equity Valuation, Microsoft Excel, Emerging Markets, Direct Investing, Finance, Corporate Finance, Valuation, Financial Analysis, Financial Modeling, Social Impact, Investments, Mergers & Acquisitions, Negotiation, Equities
Education
University of Notre Dame 2010 — 2011
Master of Business Administration (MBA), Banking, Corporate, Finance, and Securities Law
Brigham Young University 2002 — 2006
Accounting, Accounting
Grameen Foundation September 2011 - Present
University of Notre Dame May 2010 - May 2011
Yehu Microfinance Trust May 2009 - May 2010
Cleary Gull, Inc. February 2007 - January 2009
Robert W. Baird & Co. 2006 - 2006
vSpring Capital December 2004 - August 2005
Skills
Portfolio Management, Equity Valuation, Microsoft Excel, Emerging Markets, Direct Investing, Finance, Corporate Finance, Valuation, Financial Analysis, Financial Modeling, Social Impact, Investments, Mergers & Acquisitions, Negotiation, Equities
Education
University of Notre Dame 2010 — 2011
Master of Business Administration (MBA), Banking, Corporate, Finance, and Securities Law
Brigham Young University 2002 — 2006
Accounting, Accounting
David Mabee David Mabee's Robert W. Baird & Co. Experience May 1994 - Present
Job Financial advisor at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. May 1994 - Present
Kemper Securities February 1984 - May 1994
E.F.Hutton June 1981 - May 1984
Skills
Series 7, Retirement Planning, Wealth Management, Investments, Mutual Funds, Asset Allocation, Series 63, Investment Advisory, Strategic Financial..., Retirement, Portfolio Management, Securities, Equities, Investment Strategies, Financial Advisory
Education
Bradley University 1977 — 1981
Bachelor's Degree, Business Administration and Management, General
Robert W. Baird & Co. May 1994 - Present
Kemper Securities February 1984 - May 1994
E.F.Hutton June 1981 - May 1984
Skills
Series 7, Retirement Planning, Wealth Management, Investments, Mutual Funds, Asset Allocation, Series 63, Investment Advisory, Strategic Financial..., Retirement, Portfolio Management, Securities, Equities, Investment Strategies, Financial Advisory
Education
Bradley University 1977 — 1981
Bachelor's Degree, Business Administration and Management, General
Brendan Driscoll's Robert W. Baird & Co. Experience July 2015 - Present
Job Associate at Robert W. Baird & Co.
Industry Investment Banking
Experience
Robert W. Baird & Co. July 2015 - Present
Robert W. Baird & Co. July 2014 - June 2015
Robert W. Baird & Co. May 2013 - June 2014
UBS Investment Bank July 2012 - April 2013
UBS Investment Bank June 2011 - August 2011
The Dartmouth Company June 2010 - August 2010
The Dartmouth Company June 2009 - August 2009
Skills
Investment Banking, Corporate Finance, Microsoft Office, Financial Modeling, DCF, LBO, Capital Markets, Valuation
Education
Boston College - Carroll School of Management 2008 — 2012
Bachelor of Science (BS), Management concentrating in Finance
Loomis Chaffee 2006 — 2008
High School Diploma
Robert W. Baird & Co. July 2015 - Present
Robert W. Baird & Co. July 2014 - June 2015
Robert W. Baird & Co. May 2013 - June 2014
UBS Investment Bank July 2012 - April 2013
UBS Investment Bank June 2011 - August 2011
The Dartmouth Company June 2010 - August 2010
The Dartmouth Company June 2009 - August 2009
Skills
Investment Banking, Corporate Finance, Microsoft Office, Financial Modeling, DCF, LBO, Capital Markets, Valuation
Education
Boston College - Carroll School of Management 2008 — 2012
Bachelor of Science (BS), Management concentrating in Finance
Loomis Chaffee 2006 — 2008
High School Diploma
Chrysa Swan's Robert W. Baird & Co. Experience July 2014 - Present
Job Administrative Assistant III at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. July 2014 - Present
Wells Fargo December 2012 - June 2014
Nationwide Insurance June 2011 - June 2012
Skills
Mortgage Lending, FHA, Mortgage Banking, Refinance, Loans, Loan Origination, Residential Mortgages, VA loans, FHA financing, Credit, USDA, Banking, Government Loans, Consumer Lending, PowerPoint, Event Planning, Time Management, Microsoft Word, Sales, Microsoft Excel, Customer Service, Microsoft Office, Insurance, Credit Analysis, Research, Lines Of Credit, VA Loans
Education
Appalachian State University 2004 — 2009
Bachelor of Science (BS), Interior Design
Robert W. Baird & Co. July 2014 - Present
Wells Fargo December 2012 - June 2014
Nationwide Insurance June 2011 - June 2012
Skills
Mortgage Lending, FHA, Mortgage Banking, Refinance, Loans, Loan Origination, Residential Mortgages, VA loans, FHA financing, Credit, USDA, Banking, Government Loans, Consumer Lending, PowerPoint, Event Planning, Time Management, Microsoft Word, Sales, Microsoft Excel, Customer Service, Microsoft Office, Insurance, Credit Analysis, Research, Lines Of Credit, VA Loans
Education
Appalachian State University 2004 — 2009
Bachelor of Science (BS), Interior Design
S. Craig Anderson S. Craig Anderson's Robert W. Baird & Co. Experience August 2012 - January 2014
Job Senior Financial Analyst at TuneIn
Industry Internet
Experience
TuneIn January 2014 - Present
Robert W. Baird & Co. August 2012 - January 2014
Bank of America Merrill Lynch June 2010 - August 2012
Cisco Systems June 2009 - August 2009
NV Energy May 2009 - June 2009
National Instruments April 2006 - June 2008
National Instruments April 2004 - April 2006
National Instruments May 2002 - April 2004
Skills
Valuation, Investment Banking, Technical Presentations, Financial Modeling, Product Management, Marketing Strategy, Product Marketing, Business Strategy, Corporate Finance, Finance, Financial Analysis, Leadership, Private Equity, Mergers & Acquisitions, Equities, Management, Strategy
Education
Brigham Young University 2008 — 2010
MBA, Finance and Strategy
Brigham Young University 1993 — 2001
BS, Electrical Engineering
TuneIn January 2014 - Present
Robert W. Baird & Co. August 2012 - January 2014
Bank of America Merrill Lynch June 2010 - August 2012
Cisco Systems June 2009 - August 2009
NV Energy May 2009 - June 2009
National Instruments April 2006 - June 2008
National Instruments April 2004 - April 2006
National Instruments May 2002 - April 2004
Skills
Valuation, Investment Banking, Technical Presentations, Financial Modeling, Product Management, Marketing Strategy, Product Marketing, Business Strategy, Corporate Finance, Finance, Financial Analysis, Leadership, Private Equity, Mergers & Acquisitions, Equities, Management, Strategy
Education
Brigham Young University 2008 — 2010
MBA, Finance and Strategy
Brigham Young University 1993 — 2001
BS, Electrical Engineering
Jon Ellsworth Jon Ellsworth's Robert W. Baird & Co. Experience June 2010 - August 2010
Job Consultant at MedAssets
Industry Hospital & Health Care
Experience
MedAssets June 2012 - Present
HCA August 2011 - June 2012
HCA May 2010 - July 2011
Robert W. Baird & Co. June 2010 - August 2010
Skills
Healthcare, Hospitals, Healthcare Management
Education
University of Colorado at Denver 2010 — 2011
Masters, Health Administration
Arizona State University, W. P. Carey School of Business 2007 — 2009
Bachelor of Science, Business Administration
MedAssets June 2012 - Present
HCA August 2011 - June 2012
HCA May 2010 - July 2011
Robert W. Baird & Co. June 2010 - August 2010
Skills
Healthcare, Hospitals, Healthcare Management
Education
University of Colorado at Denver 2010 — 2011
Masters, Health Administration
Arizona State University, W. P. Carey School of Business 2007 — 2009
Bachelor of Science, Business Administration
Jessica Leggette Jessica Leggette's Robert W. Baird & Co. Experience September 2012 - Present
Job Client Specialist at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. September 2012 - Present
KeatsConnelly 2009 - July 2012
Skills
Personal Finance, Wealth Management, Strategic Financial...
Education
Arizona State University 2011 — 2013
Bachelor of Science (BS), Economics of Sustainability, Graduated Cum Laude
College of Financial Planning 2009 — 2010
Registered Paraplanner, Financial Planning
Ohio University
Robert W. Baird & Co. September 2012 - Present
KeatsConnelly 2009 - July 2012
Skills
Personal Finance, Wealth Management, Strategic Financial...
Education
Arizona State University 2011 — 2013
Bachelor of Science (BS), Economics of Sustainability, Graduated Cum Laude
College of Financial Planning 2009 — 2010
Registered Paraplanner, Financial Planning
Ohio University
Cindy Kabacinski, CEBS, GBA Cindy Kabacinski, CEBS, GBA's Robert W. Baird & Co. Experience January 1996 - May 1997
Job Instructional Designer at International Foundation of Employee Benefit Plans
Industry Nonprofit Organization Management
Experience
International Foundation of Employee Benefit Plans July 2012 - Present
International Foundation of Employee Benefit Plans March 2008 - July 2012
International Foundation of Employee Benefit Plans August 2001 - March 2008
International Foundation of Employee Benefit Plans August 2000 - August 2001
International Foundation of Employee Benefit Plans June 1998 - July 2000
International Foundation of Employee Benefit Plans May 1997 - June 1998
Robert W. Baird & Co. January 1996 - May 1997
Morgan Stanley July 1992 - May 1997
Liberty Mutual Insurance January 1988 - July 1989
Skills
Strategic Planning, Budgeting, Research, Microsoft Office, Word, Editing, PowerPoint, Excel, Access, Data Analysis, Training, Nonprofits, Microsoft Word, Project Management, Public Speaking, Management, Budgets, Leadership Development, Microsoft Excel, Healthcare
Education
Alverno College
Professional Communication, Business Management and Technology
International Foundation of Employee Benefit Plans July 2012 - Present
International Foundation of Employee Benefit Plans March 2008 - July 2012
International Foundation of Employee Benefit Plans August 2001 - March 2008
International Foundation of Employee Benefit Plans August 2000 - August 2001
International Foundation of Employee Benefit Plans June 1998 - July 2000
International Foundation of Employee Benefit Plans May 1997 - June 1998
Robert W. Baird & Co. January 1996 - May 1997
Morgan Stanley July 1992 - May 1997
Liberty Mutual Insurance January 1988 - July 1989
Skills
Strategic Planning, Budgeting, Research, Microsoft Office, Word, Editing, PowerPoint, Excel, Access, Data Analysis, Training, Nonprofits, Microsoft Word, Project Management, Public Speaking, Management, Budgets, Leadership Development, Microsoft Excel, Healthcare
Education
Alverno College
Professional Communication, Business Management and Technology
Gerald Williamson's Robert W. Baird & Co. Experience August 2014 - Present
Job Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. August 2014 - Present
Johnson Controls August 2013 - July 2014
Skills
Continuous Improvement, Manufacturing, Automotive, Process Improvement, Project Management, IT Hardware Support, IT Operations, IT Solutions, Computer Repair, Computer Hardware, New Business Development, Business Development, Small Business, Marketing, Promotions, Active Directory, Networking, Windows XP, Windows 7, Technical Support, Troubleshooting, Help Desk Support, Windows Server, Software Installation, DNS, SharePoint, Printers, System Deployment, Firewalls, TCP/IP, Antivirus, Information Technology, Access, Windows Vista, SCCM, Windows, CRM, Workstations, Hardware, Microsoft Exchange, Laptops, Network Administration, Management, Customer Service, Event Planning, Social Media Marketing
Education
Berklee College of Music
Music Business / Marketing / Promotions, 3.5
Microsoft Sponsored PC Pro Schools
3 Microsoft Certications, Information Technology
Robert W. Baird & Co. August 2014 - Present
Johnson Controls August 2013 - July 2014
Skills
Continuous Improvement, Manufacturing, Automotive, Process Improvement, Project Management, IT Hardware Support, IT Operations, IT Solutions, Computer Repair, Computer Hardware, New Business Development, Business Development, Small Business, Marketing, Promotions, Active Directory, Networking, Windows XP, Windows 7, Technical Support, Troubleshooting, Help Desk Support, Windows Server, Software Installation, DNS, SharePoint, Printers, System Deployment, Firewalls, TCP/IP, Antivirus, Information Technology, Access, Windows Vista, SCCM, Windows, CRM, Workstations, Hardware, Microsoft Exchange, Laptops, Network Administration, Management, Customer Service, Event Planning, Social Media Marketing
Education
Berklee College of Music
Music Business / Marketing / Promotions, 3.5
Microsoft Sponsored PC Pro Schools
3 Microsoft Certications, Information Technology
Henry Falter Henry Falter's Robert W. Baird & Co. Experience July 2015 - Present
Job Investment Banking Analyst at Baird
Industry Investment Banking
Experience
Robert W. Baird & Co. July 2015 - Present
Southern Tide August 2013 - January 2015
Robert W. Baird & Co. June 2014 - August 2014
Magnetar Capital July 2013 - August 2013
Skills
Microsoft Excel, Creative Writing, Microsoft Office, PowerPoint, Public Speaking, Leadership
Education
Amherst College 2011 — 2015
English
Robert W. Baird & Co. July 2015 - Present
Southern Tide August 2013 - January 2015
Robert W. Baird & Co. June 2014 - August 2014
Magnetar Capital July 2013 - August 2013
Skills
Microsoft Excel, Creative Writing, Microsoft Office, PowerPoint, Public Speaking, Leadership
Education
Amherst College 2011 — 2015
English
Molly Grimm's Robert W. Baird & Co. Experience October 2009 - June 2010
Job Digital Sales Specialist at KTTC
Industry Marketing and Advertising
Experience
KTTC April 2013 - Present
Marlowe & McKerihan May 2009 - Present
About Face Beauty, Inc. July 2012 - April 2013
markit - Your Marketing Dept. September 2011 - July 2012
Express Employment Professionals May 2011 - August 2011
Mid-West Family Broadcasting June 2010 - March 2011
Robert W. Baird & Co. October 2009 - June 2010
College Affair Magazine June 2009 - August 2009
Skills
Advertising, Social Media, Blogging, Marketing Strategy, Marketing, Social Media Marketing, Customer Service, Digital Marketing, Event Planning, Marketing Communications, Copywriting, Sales, Product Knowledge, Account Management, Budget Management, Email Marketing, Mobile Marketing, Public Relations
Education
Arizona State University 2005 — 2009
Bachelor of Interdisciplinary Studies, English (Creative Writing) and Communications
Whitefish Bay High School 2001 — 2005
KTTC April 2013 - Present
Marlowe & McKerihan May 2009 - Present
About Face Beauty, Inc. July 2012 - April 2013
markit - Your Marketing Dept. September 2011 - July 2012
Express Employment Professionals May 2011 - August 2011
Mid-West Family Broadcasting June 2010 - March 2011
Robert W. Baird & Co. October 2009 - June 2010
College Affair Magazine June 2009 - August 2009
Skills
Advertising, Social Media, Blogging, Marketing Strategy, Marketing, Social Media Marketing, Customer Service, Digital Marketing, Event Planning, Marketing Communications, Copywriting, Sales, Product Knowledge, Account Management, Budget Management, Email Marketing, Mobile Marketing, Public Relations
Education
Arizona State University 2005 — 2009
Bachelor of Interdisciplinary Studies, English (Creative Writing) and Communications
Whitefish Bay High School 2001 — 2005
Samantha Sparks's Robert W. Baird & Co. Experience February 2014 - Present
Job at
Industry Financial Services
Experience
Robert W. Baird & Co. February 2014 - Present
Robert W. Baird & Co. May 2013 - January 2014
Skills
MS Office Suite, MS Project, Visio, Access, Outlook, Microsoft Office, Windows 7, Troubleshooting, Time Management, Training, Windows, Teamwork, Team Leadership, Team Building, Strategic Planning, Social Networking, Social Media, Project Management, Program Management, Process Improvement, PowerPoint, Microsoft Word, Microsoft Excel, Event Planning, Editing, Customer Service, Coaching
Education
Bradley University 2005 — 2010
Bachelor of Science, Management Information Systems
Robert W. Baird & Co. February 2014 - Present
Robert W. Baird & Co. May 2013 - January 2014
Skills
MS Office Suite, MS Project, Visio, Access, Outlook, Microsoft Office, Windows 7, Troubleshooting, Time Management, Training, Windows, Teamwork, Team Leadership, Team Building, Strategic Planning, Social Networking, Social Media, Project Management, Program Management, Process Improvement, PowerPoint, Microsoft Word, Microsoft Excel, Event Planning, Editing, Customer Service, Coaching
Education
Bradley University 2005 — 2010
Bachelor of Science, Management Information Systems
LaTisha Cotto's Robert W. Baird & Co. Experience June 2013 - August 2013
Job Senior Financial Analyst at Mattress Firm
Industry Financial Services
Experience
Mattress Firm June 2014 - Present
YogaOne Studios June 2014 - Present
Ocho Brazos July 2013 - Present
Robert W. Baird & Co. June 2013 - August 2013
Rice Alliance for Technology and Entrepreneurship May 2013 - August 2013
Lincoln College of Technology September 2011 - July 2012
ATI October 2010 - September 2011
Top Stop Music August 2008 - May 2010
Univision Music Group / La Calle Records / SGZ Entertainment August 2005 - August 2008
The Recording Academy January 2005 - August 2005
Skills
Event Planning, Public Speaking, Social Media, Public Relations, Social Networking, Non-profits, Social Media Marketing, Copy Editing, Fundraising, Strategic Communications, Advertising, Marketing, Teaching, Editing, Facebook, Entertainment, Teamwork, Marketing Strategy, Spanish, Community Outreach, Online Marketing, Management, Training, Copywriting, Music, Budgets, Event Management, Leadership, Digital Media, Blogging, Market Research, Marketing Communications, Nonprofits, Media Relations, Research, Press Releases, Digital Marketing, Negotiation, System Administration, Financial Analysis, Entrepreneurship, Online Advertising, Publicity, Finance
Education
Rice University 2012 — 2014
Master of Business Administration (MBA), Finance
Agnes Scott College 2001 — 2005
Bachelor of Arts (B.A.), Economics & Business, Spanish
Pontificia Universidad Católica de Valparaíso 2004 — 2004
Mattress Firm June 2014 - Present
YogaOne Studios June 2014 - Present
Ocho Brazos July 2013 - Present
Robert W. Baird & Co. June 2013 - August 2013
Rice Alliance for Technology and Entrepreneurship May 2013 - August 2013
Lincoln College of Technology September 2011 - July 2012
ATI October 2010 - September 2011
Top Stop Music August 2008 - May 2010
Univision Music Group / La Calle Records / SGZ Entertainment August 2005 - August 2008
The Recording Academy January 2005 - August 2005
Skills
Event Planning, Public Speaking, Social Media, Public Relations, Social Networking, Non-profits, Social Media Marketing, Copy Editing, Fundraising, Strategic Communications, Advertising, Marketing, Teaching, Editing, Facebook, Entertainment, Teamwork, Marketing Strategy, Spanish, Community Outreach, Online Marketing, Management, Training, Copywriting, Music, Budgets, Event Management, Leadership, Digital Media, Blogging, Market Research, Marketing Communications, Nonprofits, Media Relations, Research, Press Releases, Digital Marketing, Negotiation, System Administration, Financial Analysis, Entrepreneurship, Online Advertising, Publicity, Finance
Education
Rice University 2012 — 2014
Master of Business Administration (MBA), Finance
Agnes Scott College 2001 — 2005
Bachelor of Arts (B.A.), Economics & Business, Spanish
Pontificia Universidad Católica de Valparaíso 2004 — 2004
John Stscherban John Stscherban's Robert W. Baird & Co. Experience December 2013 - Present
Job Client Relationship Assistant at Robert W. Baird & Co.
Industry Investment Management
Experience
Robert W. Baird & Co. December 2013 - Present
ASMO Manufacturing Inc. December 2011 - December 2013
Skills
Financial Advisory, Wealth Management, Financial Planning, Retirement Planning, Wealth Preservation, Asset Allocation, Tactical Asset..., ETFs, Customer Service, Engineering, Manufacturing, Lean Manufacturing, Project Planning, Product Development, Continuous Improvement, Six Sigma
Education
College of Engineering and Applied Sciences at Western Michigan University 2007 — 2011
BS, Mechanical Engineering
Penn High School 2003 — 2007
Robert W. Baird & Co. December 2013 - Present
ASMO Manufacturing Inc. December 2011 - December 2013
Skills
Financial Advisory, Wealth Management, Financial Planning, Retirement Planning, Wealth Preservation, Asset Allocation, Tactical Asset..., ETFs, Customer Service, Engineering, Manufacturing, Lean Manufacturing, Project Planning, Product Development, Continuous Improvement, Six Sigma
Education
College of Engineering and Applied Sciences at Western Michigan University 2007 — 2011
BS, Mechanical Engineering
Penn High School 2003 — 2007
David A. Croutch David A. Croutch's Robert W. Baird & Co. Experience September 1998 - June 2007
Job Branch Manager, First Vice President Investments at Wells Fargo Advisors LLC
Industry Financial Services
Experience
Wells Fargo Advisors LLC September 1987 - Present
Robert W. Baird & Co. September 1998 - June 2007
Skills
Management, Investments, Finance, Retirement Planning, Sales Management, Budgets, New Business Development, Strategic Planning, Financial Analysis, Team Building, Insurance, Mutual Funds, Portfolio Management, Asset Management, Financial Planning, Retirement
Education
Baldwin-Wallace College 1979 — 1983
Bachelor of Arts (B.A.), Business/Managerial Economics
Wells Fargo Advisors LLC September 1987 - Present
Robert W. Baird & Co. September 1998 - June 2007
Skills
Management, Investments, Finance, Retirement Planning, Sales Management, Budgets, New Business Development, Strategic Planning, Financial Analysis, Team Building, Insurance, Mutual Funds, Portfolio Management, Asset Management, Financial Planning, Retirement
Education
Baldwin-Wallace College 1979 — 1983
Bachelor of Arts (B.A.), Business/Managerial Economics
Joe Cusimano Joe Cusimano's Robert W. Baird & Co. Experience May 2015 - July 2015
Job Undergraduate Student at Auburn University
Industry Financial Services
Experience
Robert W. Baird & Co. May 2015 - July 2015
Moe's Original Bar B Que January 2014 - January 2015
McGinty Marine Construction June 2013 - August 2014
East Coast Homes Inc. June 2010 - August 2012
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Customer Service, Social Media, Time Management
Education
Auburn University, College of Business 2012 — 2016
Undergraduate, Finance, General, Junior
Gunston School 2008 — 2012
High School, General Education
Robert W. Baird & Co. May 2015 - July 2015
Moe's Original Bar B Que January 2014 - January 2015
McGinty Marine Construction June 2013 - August 2014
East Coast Homes Inc. June 2010 - August 2012
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Customer Service, Social Media, Time Management
Education
Auburn University, College of Business 2012 — 2016
Undergraduate, Finance, General, Junior
Gunston School 2008 — 2012
High School, General Education
Brenton Flynn, CFA Brenton Flynn, CFA's Robert W. Baird & Co. Experience January 2006 - April 2009
Job Marketing Director at Investing Daily
Industry Publishing
Experience
Investing Daily May 2015 - Present
The Motley Fool September 2014 - May 2015
The Motley Fool April 2013 - August 2014
The Motley Fool April 2012 - April 2013
Self Employed May 2009 - April 2012
Robert W. Baird & Co. January 2006 - April 2009
Skills
Digital Marketing, Online Marketing, Conversion Optimization, Direct Response, Search Advertising, Content Marketing, Email Marketing, Display Advertising, Social Media Marketing, Financial Modeling, Financial Analysis, Investments, Portfolio Management, Valuation, Start-ups
Education
Belmont University 2002 — 2006
Bachelors of Business Administration, Finance
Investing Daily May 2015 - Present
The Motley Fool September 2014 - May 2015
The Motley Fool April 2013 - August 2014
The Motley Fool April 2012 - April 2013
Self Employed May 2009 - April 2012
Robert W. Baird & Co. January 2006 - April 2009
Skills
Digital Marketing, Online Marketing, Conversion Optimization, Direct Response, Search Advertising, Content Marketing, Email Marketing, Display Advertising, Social Media Marketing, Financial Modeling, Financial Analysis, Investments, Portfolio Management, Valuation, Start-ups
Education
Belmont University 2002 — 2006
Bachelors of Business Administration, Finance
Vicki Abrahamson-Cass Vicki Abrahamson-Cass's Robert W. Baird & Co. Experience October 2011 - Present
Job Telecom Finance Specialist at Robert W. Baird & Co.
Industry Consumer Goods
Experience
Robert W. Baird & Co. October 2011 - Present
InPro Corporation September 2007 - February 2010
A.O. Smith Corporation March 1994 - July 2007
Woodward-Clyde Consultants August 1990 - March 1994
Skills
Customer Service, Process Improvement, Training, Program Management, Sales Management, Management, New Business Development, Sales, Telecommunications, Team Leadership, Contract Negotiation
Education
Alverno College 1996 — 2002
Professional Communications
Robert W. Baird & Co. October 2011 - Present
InPro Corporation September 2007 - February 2010
A.O. Smith Corporation March 1994 - July 2007
Woodward-Clyde Consultants August 1990 - March 1994
Skills
Customer Service, Process Improvement, Training, Program Management, Sales Management, Management, New Business Development, Sales, Telecommunications, Team Leadership, Contract Negotiation
Education
Alverno College 1996 — 2002
Professional Communications
Nichelle Montriel's Robert W. Baird & Co. Experience September 2010 - May 2012
Job PowerUp Professional at ManpowerGroup
Industry Human Resources
Experience
Experis March 2015 - Present
ManpowerGroup July 2014 - Present
Pinstripe May 2012 - November 2013
Robert W. Baird & Co. September 2010 - May 2012
Robert W. Baird & Co. June 2009 - August 2010
Skills
Applicant Tracking..., Onboarding, Talent Acquisition, Recruiting, Microsoft Office, Outlook, Human Resources, PowerPoint, Public Speaking, Marketing, Microsoft Word, Microsoft Excel, Social Media, PeopleSoft, Sourcing, College Recruiting, Leadership Development, Taleo, Training, Employee Relations, Employee Benefits, Leadership, Management, Organizational..., Performance Management, Technical Recruiting, Talent Management, New Hire Orientations, HRIS
Education
University of Wisconsin-Milwaukee 2013 — 2016
Master's degree, Human Resources and Labor Relations
Alverno College 2008 — 2012
Bachelor, Marketing
Experis March 2015 - Present
ManpowerGroup July 2014 - Present
Pinstripe May 2012 - November 2013
Robert W. Baird & Co. September 2010 - May 2012
Robert W. Baird & Co. June 2009 - August 2010
Skills
Applicant Tracking..., Onboarding, Talent Acquisition, Recruiting, Microsoft Office, Outlook, Human Resources, PowerPoint, Public Speaking, Marketing, Microsoft Word, Microsoft Excel, Social Media, PeopleSoft, Sourcing, College Recruiting, Leadership Development, Taleo, Training, Employee Relations, Employee Benefits, Leadership, Management, Organizational..., Performance Management, Technical Recruiting, Talent Management, New Hire Orientations, HRIS
Education
University of Wisconsin-Milwaukee 2013 — 2016
Master's degree, Human Resources and Labor Relations
Alverno College 2008 — 2012
Bachelor, Marketing
Angie Brock Angie Brock's Robert W. Baird & Co. Experience January 2001 - February 2006
Job
Industry Civic & Social Organization
Experience
Marion Chamber of Commerce August 2015 - Present
Guaranty Bank May 2015 - July 2015
Ray and Associates, Inc. January 2015 - March 2015
Transamerica Life Insurance Company 2006 - 2014
Robert W. Baird & Co. January 2001 - February 2006
Skills
Customer Service, Process Improvement, Microsoft Excel, Leadership, Life Insurance, Team Building, Management, Employee Benefits, Financial Services, Microsoft Office, Risk Management, Insurance
Education
Iowa Wesleyan College 1999 — 2001
Bachelor of Business Administration (BBA), Business Administration and Management, General
AIB College of Business 1992 — 1994
Bachelor of Arts (BA), Executive Assistant/Executive Secretary
Marion Chamber of Commerce August 2015 - Present
Guaranty Bank May 2015 - July 2015
Ray and Associates, Inc. January 2015 - March 2015
Transamerica Life Insurance Company 2006 - 2014
Robert W. Baird & Co. January 2001 - February 2006
Skills
Customer Service, Process Improvement, Microsoft Excel, Leadership, Life Insurance, Team Building, Management, Employee Benefits, Financial Services, Microsoft Office, Risk Management, Insurance
Education
Iowa Wesleyan College 1999 — 2001
Bachelor of Business Administration (BBA), Business Administration and Management, General
AIB College of Business 1992 — 1994
Bachelor of Arts (BA), Executive Assistant/Executive Secretary
Matthew Tamarkin's Robert W. Baird & Co. Experience January 2015 - January 2015
Job Advisor at AdvoCare
Industry Financial Services
Experience
WallachBeth Capital June 2015 - August 2015
Robert W. Baird & Co. January 2015 - January 2015
RiverFront Investment Group January 2015 - January 2015
DePauw University 2015 - 2015
AdvoCare June 2013 - December 2014
Columbus Academy July 2014 - July 2014
Muscular Dystrophy Association June 2009 - June 2014
Skills
Microsoft Word, Microsoft Excel, Management, Bloomberg Terminal, Microsoft Office, Customer Service, PowerPoint, Public Speaking, Teamwork
Education
DePauw University 2012 — 2016
Bachelor of Arts (B.A.), Economics
Columbus Academy 2008 — 2012
WallachBeth Capital June 2015 - August 2015
Robert W. Baird & Co. January 2015 - January 2015
RiverFront Investment Group January 2015 - January 2015
DePauw University 2015 - 2015
AdvoCare June 2013 - December 2014
Columbus Academy July 2014 - July 2014
Muscular Dystrophy Association June 2009 - June 2014
Skills
Microsoft Word, Microsoft Excel, Management, Bloomberg Terminal, Microsoft Office, Customer Service, PowerPoint, Public Speaking, Teamwork
Education
DePauw University 2012 — 2016
Bachelor of Arts (B.A.), Economics
Columbus Academy 2008 — 2012
Sherri Overton-Vance Sherri Overton-Vance's Robert W. Baird & Co. Experience May 2013 - Present
Job Assistant for The Liles Group
Industry Financial Services
Experience
Robert W. Baird & Co. May 2013 - Present
Morgan Stanley June 2009 - May 2013
Soloman Smith Barney January 2006 - June 2009
Morgan Stanley July 2005 - January 2006
Morgan Stanley April 2002 - May 2005
Morgan Stanley March 2000 - April 2002
Morgan Stanley May 1997 - March 2000
Wiley Bros.- Aintree Capital LLC August 1996 - April 1997
Education
Austin Peay State University 1992 — 1996
Bachelor's degree, English and Biology
Robert W. Baird & Co. May 2013 - Present
Morgan Stanley June 2009 - May 2013
Soloman Smith Barney January 2006 - June 2009
Morgan Stanley July 2005 - January 2006
Morgan Stanley April 2002 - May 2005
Morgan Stanley March 2000 - April 2002
Morgan Stanley May 1997 - March 2000
Wiley Bros.- Aintree Capital LLC August 1996 - April 1997
Education
Austin Peay State University 1992 — 1996
Bachelor's degree, English and Biology
Sara Recknagel's Robert W. Baird & Co. Experience June 2015 - Present
Job Recruiter, Robert W. Baird #5 Fortune Best Companies to work for!
Industry Human Resources
Experience
Robert W. Baird & Co. June 2015 - Present
Aurora Health Care January 2013 - June 2015
Aurora Health Care October 2011 - January 2013
Best Buy October 2007 - October 2011
Skills
Interviews, Recruiting, Sourcing, New Hire Orientations, Customer Service, Hiring, Healthcare, Talent Acquisition, Time Management, Screening, Human Resources, Networking, HRIS, Social Media, PeopleSoft, Strategic Planning, Job Fairs, Screening Resumes, Microsoft Office, Employment Verifications, Pre-screening, Behavioral Interviewing, Montage, Full-life Cycle...
Education
Alverno College 2007 — 2011
B.A, Business Management; Emphasis on HR/Training & Development
St. Francis High School 2003 — 2007
High School Diploma
Robert W. Baird & Co. June 2015 - Present
Aurora Health Care January 2013 - June 2015
Aurora Health Care October 2011 - January 2013
Best Buy October 2007 - October 2011
Skills
Interviews, Recruiting, Sourcing, New Hire Orientations, Customer Service, Hiring, Healthcare, Talent Acquisition, Time Management, Screening, Human Resources, Networking, HRIS, Social Media, PeopleSoft, Strategic Planning, Job Fairs, Screening Resumes, Microsoft Office, Employment Verifications, Pre-screening, Behavioral Interviewing, Montage, Full-life Cycle...
Education
Alverno College 2007 — 2011
B.A, Business Management; Emphasis on HR/Training & Development
St. Francis High School 2003 — 2007
High School Diploma
Jose Bunag Jose Bunag's Robert W. Baird & Co. Experience September 2014 - Present
Job Registered Client Specialist at Robert W. Baird & Co. Private Wealth Management
Industry Financial Services
Experience
Robert W. Baird & Co. September 2014 - Present
Wells Fargo Funds Management January 2014 - September 2014
JPMorgan Chase May 2013 - January 2014
Marquette University September 2011 - May 2013
Institute for Entrepreneurship September 2012 - October 2012
Marquette University March 2012 - March 2012
Skills
Microsoft Office, Series 63, Research, Customer Service, Hold Series 7, Data Analysis, Microsoft Excel, PowerPoint, Microsoft Word, English, Social Media, Market Research, Financial Analysis, Photoshop, Public Speaking
Education
Marquette University 2011 — 2013
Bachelor of Arts, Economics, Magna cum Laude
University of the Philippines 2008 — 2010
Economics
Ateneo de Manila University 1996 — 2008
Robert W. Baird & Co. September 2014 - Present
Wells Fargo Funds Management January 2014 - September 2014
JPMorgan Chase May 2013 - January 2014
Marquette University September 2011 - May 2013
Institute for Entrepreneurship September 2012 - October 2012
Marquette University March 2012 - March 2012
Skills
Microsoft Office, Series 63, Research, Customer Service, Hold Series 7, Data Analysis, Microsoft Excel, PowerPoint, Microsoft Word, English, Social Media, Market Research, Financial Analysis, Photoshop, Public Speaking
Education
Marquette University 2011 — 2013
Bachelor of Arts, Economics, Magna cum Laude
University of the Philippines 2008 — 2010
Economics
Ateneo de Manila University 1996 — 2008
Alex J. Persons Alex J. Persons's Robert W. Baird & Co. Experience May 2015 - August 2015
Job Finance student/Leasing agent seeking career opportunities in Financial Services
Industry Financial Services
Experience
Young America Realty February 2014 - Present
Robert W. Baird & Co. May 2015 - August 2015
DoubleTree by Hilton October 2013 - February 2014
Skills
Customer Service, Time Management, Public Speaking, Direct Sales, Investments, Team Leadership, Event Management, Advertising Sales, Real Estate Development
Education
Illinois State University 2012 — 2016
Bachelor of Science, Finance, Financial Planning, 3.44
ICN Business School 2014 — 2014
Bachelor's Degree, International Business
Young America Realty February 2014 - Present
Robert W. Baird & Co. May 2015 - August 2015
DoubleTree by Hilton October 2013 - February 2014
Skills
Customer Service, Time Management, Public Speaking, Direct Sales, Investments, Team Leadership, Event Management, Advertising Sales, Real Estate Development
Education
Illinois State University 2012 — 2016
Bachelor of Science, Finance, Financial Planning, 3.44
ICN Business School 2014 — 2014
Bachelor's Degree, International Business
Robert Bartlett Robert Bartlett's Robert W. Baird & Co. Experience January 2013 - July 2014
Job Vice President, Investment Banking (Software & Enterprise)
Industry Investment Banking
Experience
Robert W. Baird & Co. January 2013 - July 2014
Robert W. Baird & Co. January 2011 - December 2012
Simpson Thacher & Bartlett LLP September 2007 - December 2010
Deloitte January 2004 - June 2007
Fidelity Investments May 2000 - December 2003
Skills
CPA Broze Medal 2004..., Mergers & Acquisitions, Due Diligence, Private Equity, Securities, Corporate Finance, Capital Markets, Investments, Venture Capital, Corporate Governance, Financial Modeling, Equities, Financial Analysis
Education
University of California, Hastings College of the Law 2004 — 2007
Doctor of Law (J.D.)
Bentley College 2002 — 2003
Master of Science (M.S.), Accounting and Tax
University of Massachusetts Boston 1998 — 2002
Bachelor of Arts (B.A.), Management Science / Information Systems
Pine Crest
Robert W. Baird & Co. January 2013 - July 2014
Robert W. Baird & Co. January 2011 - December 2012
Simpson Thacher & Bartlett LLP September 2007 - December 2010
Deloitte January 2004 - June 2007
Fidelity Investments May 2000 - December 2003
Skills
CPA Broze Medal 2004..., Mergers & Acquisitions, Due Diligence, Private Equity, Securities, Corporate Finance, Capital Markets, Investments, Venture Capital, Corporate Governance, Financial Modeling, Equities, Financial Analysis
Education
University of California, Hastings College of the Law 2004 — 2007
Doctor of Law (J.D.)
Bentley College 2002 — 2003
Master of Science (M.S.), Accounting and Tax
University of Massachusetts Boston 1998 — 2002
Bachelor of Arts (B.A.), Management Science / Information Systems
Pine Crest
Luke Lapointe's Robert W. Baird & Co. Experience 2014 - Present
Job Investment Banking Analyst at Robert W. Baird & Co.
Industry Investment Banking
Experience
Robert W. Baird & Co. 2014 - Present
Cook M&A Advisory Services 2012 - 2014
Century Capital Management, LLC - Private Equity Group 2011 - 2012
Skills
Financial Modeling, Financial Analysis, Corporate Finance, Private Equity, Market Research, Valuation, Due Diligence, Mergers, Acquisitions, Deal Execution, Investment Banking, Business Development, Deal Sourcing, Buy-side, Mergers & Acquisitions, Strategy, LBO
Education
Boston College - Carroll School of Management 2008 — 2012
Bachelor of Science (BS), Finance
Robert W. Baird & Co. 2014 - Present
Cook M&A Advisory Services 2012 - 2014
Century Capital Management, LLC - Private Equity Group 2011 - 2012
Skills
Financial Modeling, Financial Analysis, Corporate Finance, Private Equity, Market Research, Valuation, Due Diligence, Mergers, Acquisitions, Deal Execution, Investment Banking, Business Development, Deal Sourcing, Buy-side, Mergers & Acquisitions, Strategy, LBO
Education
Boston College - Carroll School of Management 2008 — 2012
Bachelor of Science (BS), Finance
Loretta Charron Loretta Charron's Robert W. Baird & Co. Experience September 2011 - Present
Job Business Development Consultant, Director at Robert W. Baird & Co.CIMA (R)
Industry Financial Services
Experience
Robert W. Baird & Co. September 2011 - Present
Legg Mason May 2007 - July 2011
Citigroup Asset Management July 2003 - May 2007
Smith Barney September 1999 - September 2002
Education
The Coaches Training Institute 2014 — 2014
Co-Active Coaching, Fundamentals, Completed
UC Berkeley Haas School of Business 2008 — 2008
IMCA, CIMA(r)
Pace University 1985 — 1990
MBA, Corporate Finance
Boston College 1979 — 1983
BA, Economics, Philosophy
Robert W. Baird & Co. September 2011 - Present
Legg Mason May 2007 - July 2011
Citigroup Asset Management July 2003 - May 2007
Smith Barney September 1999 - September 2002
Education
The Coaches Training Institute 2014 — 2014
Co-Active Coaching, Fundamentals, Completed
UC Berkeley Haas School of Business 2008 — 2008
IMCA, CIMA(r)
Pace University 1985 — 1990
MBA, Corporate Finance
Boston College 1979 — 1983
BA, Economics, Philosophy
Clarissa Kuo's Robert W. Baird & Co. Experience May 2015 - August 2015
Job Aspiring Financial Analyst
Industry Financial Services
Experience
Enzi Nala 2012 - Present
Robert W. Baird & Co. May 2015 - August 2015
Margaret Kuo's Restaurants 2009 - 2015
The Agnes Irwin School 2012 - 2014
Skills
Microsoft Office, Data Analysis, PowerPoint, Microsoft Excel, Public Speaking, Microsoft Word, Teamwork, Research, Social Media, Management, Leadership, Social Networking
Education
Boston University 2014 — 2018
Bachelor's Degree, School of Management, Concentration in Finance
The Agnes Irwin School 2011 — 2014
High School
Enzi Nala 2012 - Present
Robert W. Baird & Co. May 2015 - August 2015
Margaret Kuo's Restaurants 2009 - 2015
The Agnes Irwin School 2012 - 2014
Skills
Microsoft Office, Data Analysis, PowerPoint, Microsoft Excel, Public Speaking, Microsoft Word, Teamwork, Research, Social Media, Management, Leadership, Social Networking
Education
Boston University 2014 — 2018
Bachelor's Degree, School of Management, Concentration in Finance
The Agnes Irwin School 2011 — 2014
High School
Walter D Monroe Walter D Monroe's Robert W. Baird & Co. Experience December 1989 - Present
Job Senior Investment Consultant at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. December 1989 - Present
Skills
Series 7, Investment Policy, Retirement Planning, Investment Advisory, Asset Allocation, Series 63, Wealth Management, Uniform Combined State..., Mutual Funds, Retirement, Investments, Alternative Investments, Wealth Management..., Series 65, Manager Selection
Education
Bradley University
Bachelor of Business Administration (B.B.A.)
Lake Forest Academy
High School
Robert W. Baird & Co. December 1989 - Present
Skills
Series 7, Investment Policy, Retirement Planning, Investment Advisory, Asset Allocation, Series 63, Wealth Management, Uniform Combined State..., Mutual Funds, Retirement, Investments, Alternative Investments, Wealth Management..., Series 65, Manager Selection
Education
Bradley University
Bachelor of Business Administration (B.B.A.)
Lake Forest Academy
High School
Cassandra Nesheim Cassandra Nesheim's Robert W. Baird & Co. Experience March 2014 - Present
Job Institutional Equities Coordinator at Robert W. Baird
Industry Investment Management
Experience
Robert W. Baird & Co. March 2014 - Present
IMS Health September 2011 - March 2014
Centro del Muchacho Trabajador August 2010 - August 2011
Berghammer Construction Corporation January 2008 - August 2010
Skills
Marketing Communications, Social Media, Pharmaceutical Industry, Contract Management, Manage Client..., Spanish-speaking, Microsoft SQL Server, Analysis, Public Relations, Marketing, Human Resources, Business Development, Data Analysis, Market Research
Education
University of Wisconsin-Milwaukee 2008 — 2009
Bachelor of Business Administration (BBA), Marketing and International Business
Ball State University 2005 — 2008
Bachelor of Fine Arts (BFA), Social Work
Robert W. Baird & Co. March 2014 - Present
IMS Health September 2011 - March 2014
Centro del Muchacho Trabajador August 2010 - August 2011
Berghammer Construction Corporation January 2008 - August 2010
Skills
Marketing Communications, Social Media, Pharmaceutical Industry, Contract Management, Manage Client..., Spanish-speaking, Microsoft SQL Server, Analysis, Public Relations, Marketing, Human Resources, Business Development, Data Analysis, Market Research
Education
University of Wisconsin-Milwaukee 2008 — 2009
Bachelor of Business Administration (BBA), Marketing and International Business
Ball State University 2005 — 2008
Bachelor of Fine Arts (BFA), Social Work
Erin Hynek's Robert W. Baird & Co. Experience 1994 - 1995
Job Chief Investment Officer at FS Advisors
Industry Investment Management
Experience
FSA Investment Group, LLC March 2012 - Present
O'Sullivan Creel Wealth Advisors, LLP August 2007 - March 2012
F&D Advisors, LLC October 2002 - March 2009
SignatureFD, LLC 2002 - 2009
Oxford Financial Group January 2001 - September 2002
Charles Schwab September 1995 - February 2001
Robert W. Baird & Co. 1994 - 1995
Skills
Investments, Investment Advisory, Asset Allocation, Asset Management, Portfolio Management, Wealth Management
Education
LEAP 2011 — 2012
Ball State University - College of Business 1990 — 1994
BS, Finance
FSA Investment Group, LLC March 2012 - Present
O'Sullivan Creel Wealth Advisors, LLP August 2007 - March 2012
F&D Advisors, LLC October 2002 - March 2009
SignatureFD, LLC 2002 - 2009
Oxford Financial Group January 2001 - September 2002
Charles Schwab September 1995 - February 2001
Robert W. Baird & Co. 1994 - 1995
Skills
Investments, Investment Advisory, Asset Allocation, Asset Management, Portfolio Management, Wealth Management
Education
LEAP 2011 — 2012
Ball State University - College of Business 1990 — 1994
BS, Finance
Cliff Henrickson Cliff Henrickson's Robert W. Baird & Co. Experience 1982 - Present
Job Helping clients build and maintain a foundation for financial freedom
Industry Financial Services
Experience
Robert W. Baird & Co. 1982 - Present
Skills
Mutual Funds, Retirement Planning, Strategic Financial..., IRAs, Estate Planning, Investment Strategies, Insurance, Fixed Annuities, Investments, Investment Management, Financial Services, Financial Markets, 401k Rollovers, 401k, Long-term Care, Stocks, Municipal Bonds, Bonds, Retirement Savings, Saving for Education
Education
Bradley University
Business Administration, Economics
Robert W. Baird & Co. 1982 - Present
Skills
Mutual Funds, Retirement Planning, Strategic Financial..., IRAs, Estate Planning, Investment Strategies, Insurance, Fixed Annuities, Investments, Investment Management, Financial Services, Financial Markets, 401k Rollovers, 401k, Long-term Care, Stocks, Municipal Bonds, Bonds, Retirement Savings, Saving for Education
Education
Bradley University
Business Administration, Economics
Ken Woodford, CFP®'s Robert W. Baird & Co. Experience January 1993 - Present
Job Vice President and Senior Investment Consultant at Robert W. Baird & Co.
Industry Investment Management
Experience
Robert W. Baird & Co. January 1993 - Present
Madison Festivals 1995 - 2009
Skills
Investment Management, Wealth Management, Strategic Financial..., Non-profit Board..., Asset Allocation, Investment Advisory, Retirement Planning, Investment Strategies, Portfolio Management, Financial Advisory, Alternative Investments, Insurance, Estate Planning, Asset Management, Strategic Planning, Management
Education
Ball State University - College of Business
BS, Business
Robert W. Baird & Co. January 1993 - Present
Madison Festivals 1995 - 2009
Skills
Investment Management, Wealth Management, Strategic Financial..., Non-profit Board..., Asset Allocation, Investment Advisory, Retirement Planning, Investment Strategies, Portfolio Management, Financial Advisory, Alternative Investments, Insurance, Estate Planning, Asset Management, Strategic Planning, Management
Education
Ball State University - College of Business
BS, Business
Sara Daxer Sara Daxer's Robert W. Baird & Co. Experience April 2010 - February 2014
Job Learning and Development Consultant at Daxer Consulting
Industry Human Resources
Experience
Daxer Consulting March 2014 - Present
Hyundai Capital America March 2014 - July 2015
Robert W. Baird & Co. April 2010 - February 2014
CAHG 2006 - June 2010
J. Brown & Associates (Grey Advertising) October 2000 - June 2003
Skills
Performance Management, Leadership, Human Resources, New Business Development, Onboarding, Organizational..., Employee Engagement, Talent Management, Leadership Development, Executive Coaching, Organizational..., Employee Relations, Succession Planning, Recruiting, Workshop Facilitation, Talent Acquisition, Project Management, Process Improvement, Strategy, Change Management, Staff Development, Public Speaking, Training
Education
Adler School of Professional Psychology 2003 — 2005
MA, Organizational Psychology
University of Minnesota-Twin Cities 1996 — 2000
BA, Communications
Daxer Consulting March 2014 - Present
Hyundai Capital America March 2014 - July 2015
Robert W. Baird & Co. April 2010 - February 2014
CAHG 2006 - June 2010
J. Brown & Associates (Grey Advertising) October 2000 - June 2003
Skills
Performance Management, Leadership, Human Resources, New Business Development, Onboarding, Organizational..., Employee Engagement, Talent Management, Leadership Development, Executive Coaching, Organizational..., Employee Relations, Succession Planning, Recruiting, Workshop Facilitation, Talent Acquisition, Project Management, Process Improvement, Strategy, Change Management, Staff Development, Public Speaking, Training
Education
Adler School of Professional Psychology 2003 — 2005
MA, Organizational Psychology
University of Minnesota-Twin Cities 1996 — 2000
BA, Communications
Patrick J. Conger's Robert W. Baird & Co. Experience January 2001 - December 2003
Job Financial Advisor at LPL Financial
Industry Financial Services
Experience
LPL Financial November 2011 - Present
UBS Wealth Management March 2008 - November 2011
Morgan Keegan & Co., Inc. January 2004 - March 2008
Robert W. Baird & Co. January 2001 - December 2003
Ernst & Young September 1997 - December 2000
Skills
Wealth Management, Asset Allocation, Retirement Planning, College Education..., Mutual Funds, Securities, Municipal Bonds, Disability Insurance, Licensed Life Insurance..., Variable Annuities, Fixed Annuities, Series 7, Series 6, Budget Process
Education
Belmont University - Jack C. Massey Graduate School of Business 2007 — 2007
Executive Certificate, Financial Planning
College for Financial Planning 2004 — 2004
AAMS, Accredited Asset Management Specialist
Trevecca Nazarene University 1993 — 1997
BBA, Concentration in Accounting
LPL Financial November 2011 - Present
UBS Wealth Management March 2008 - November 2011
Morgan Keegan & Co., Inc. January 2004 - March 2008
Robert W. Baird & Co. January 2001 - December 2003
Ernst & Young September 1997 - December 2000
Skills
Wealth Management, Asset Allocation, Retirement Planning, College Education..., Mutual Funds, Securities, Municipal Bonds, Disability Insurance, Licensed Life Insurance..., Variable Annuities, Fixed Annuities, Series 7, Series 6, Budget Process
Education
Belmont University - Jack C. Massey Graduate School of Business 2007 — 2007
Executive Certificate, Financial Planning
College for Financial Planning 2004 — 2004
AAMS, Accredited Asset Management Specialist
Trevecca Nazarene University 1993 — 1997
BBA, Concentration in Accounting
Claire Sayers Claire Sayers's Robert W. Baird & Co. Experience June 2009 - September 2009
Job Director, Corporate Work Study at Cristo Rey Network
Industry Education Management
Experience
Cristo Rey Network September 2011 - Present
Chicago Public Schools July 2010 - September 2011
Robert W. Baird & Co. June 2009 - September 2009
Mission Measurement June 2007 - June 2008
Skills
Strategic Planning, Strategy, Public Speaking, Research, Nonprofits, Fundraising, Non-profits
Education
The University of Chicago 2008 — 2010
MBA, Finance, Accounting, Strategic Management
Boston College 1998 — 2002
Bachelor of arts, History & English
Cristo Rey Network September 2011 - Present
Chicago Public Schools July 2010 - September 2011
Robert W. Baird & Co. June 2009 - September 2009
Mission Measurement June 2007 - June 2008
Skills
Strategic Planning, Strategy, Public Speaking, Research, Nonprofits, Fundraising, Non-profits
Education
The University of Chicago 2008 — 2010
MBA, Finance, Accounting, Strategic Management
Boston College 1998 — 2002
Bachelor of arts, History & English
Jonathan Goodman Jonathan Goodman's Robert W. Baird & Co. Experience March 2006 - February 2007
Job General Counsel at Sands Capital Management; General Counsel and Chief Compliance Officer at Sands Capital Ventures
Industry Law Practice
Experience
Sands Capital Management June 2012 - Present
Gibson, Dunn & Crutcher LLP March 2007 - June 2012
Robert W. Baird & Co. March 2006 - February 2007
Cravath, Swaine & Moore LLP September 2003 - January 2006
Skills
Securities, Joint Ventures, Hedge Funds, Mergers, Investments, Corporate Governance, Private Equity, Securities Regulation, Venture Capital, Capital Markets, Corporate Law, Due Diligence
Education
Georgetown University Law Center 2000 — 2003
JD
北海道教育大学 / Hokkaido University of Education 1995 — 1996
上智大学 / Sophia University 1993 — 1994
University of Wisconsin-Madison
BA, Political Science and Japanese
Sands Capital Management June 2012 - Present
Gibson, Dunn & Crutcher LLP March 2007 - June 2012
Robert W. Baird & Co. March 2006 - February 2007
Cravath, Swaine & Moore LLP September 2003 - January 2006
Skills
Securities, Joint Ventures, Hedge Funds, Mergers, Investments, Corporate Governance, Private Equity, Securities Regulation, Venture Capital, Capital Markets, Corporate Law, Due Diligence
Education
Georgetown University Law Center 2000 — 2003
JD
北海道教育大学 / Hokkaido University of Education 1995 — 1996
上智大学 / Sophia University 1993 — 1994
University of Wisconsin-Madison
BA, Political Science and Japanese
Chris Hutchens, MBA's Robert W. Baird & Co. Experience June 2008 - December 2008
Job Registered Financial Associate at City Securities Corporation
Industry Financial Services
Experience
City Securities Corporation June 2009 - Present
Robert W. Baird & Co. June 2008 - December 2008
Charles Schwab June 2006 - June 2008
Skills
Retirement Planning, Series 63, Securities, Life Insurance, Microsoft Office, Wealth Management
Education
Indiana State University 2013 — 2015
Master of Business Administration (MBA)
Ball State University 2002 — 2005
Bachelors of Science, Business Administration
City Securities Corporation June 2009 - Present
Robert W. Baird & Co. June 2008 - December 2008
Charles Schwab June 2006 - June 2008
Skills
Retirement Planning, Series 63, Securities, Life Insurance, Microsoft Office, Wealth Management
Education
Indiana State University 2013 — 2015
Master of Business Administration (MBA)
Ball State University 2002 — 2005
Bachelors of Science, Business Administration
Emily Greenquist Emily Greenquist's Robert W. Baird & Co. Experience 2004 - 2009
Job Knowledge Management at Backstop Solutions Group
Industry Computer Software
Experience
Backstop Solutions Group January 2014 - Present
Backstop Solutions Group November 2012 - January 2014
PopuGamer July 2011 - March 2013
Synergy Media Group April 2012 - September 2012
Robert W. Baird & Co. 2004 - 2009
Skills
Game Design, Game Development, Video Games, Can Do Approach, Flash, Gameplay, Quality Assurance, Superior Client Service, Training, Level Design, Scripting
Education
Tribeca Flashpoint Media Arts Academy 2009 — 2011
Associate Degree, Game Design
Beloit College 1998 — 2002
BA, Studio Art
Backstop Solutions Group January 2014 - Present
Backstop Solutions Group November 2012 - January 2014
PopuGamer July 2011 - March 2013
Synergy Media Group April 2012 - September 2012
Robert W. Baird & Co. 2004 - 2009
Skills
Game Design, Game Development, Video Games, Can Do Approach, Flash, Gameplay, Quality Assurance, Superior Client Service, Training, Level Design, Scripting
Education
Tribeca Flashpoint Media Arts Academy 2009 — 2011
Associate Degree, Game Design
Beloit College 1998 — 2002
BA, Studio Art
SueAnn Griffin, CFP (R) SueAnn Griffin, CFP (R)'s Robert W. Baird & Co. Experience May 2009 - Present
Job Financial Advisor at Robert W. Baird
Industry Financial Services
Experience
Robert W. Baird & Co. May 2009 - Present
Legg Mason June 1998 - March 2005
Education
American University 1990 — 1992
Master's degree
Lynchburg College 1986 — 1990
Bachelor's degree
Lynchburg College 1986 — 1990
Loch Raven High School
Robert W. Baird & Co. May 2009 - Present
Legg Mason June 1998 - March 2005
Education
American University 1990 — 1992
Master's degree
Lynchburg College 1986 — 1990
Bachelor's degree
Lynchburg College 1986 — 1990
Loch Raven High School
Matthew Wooten's Robert W. Baird & Co. Experience February 2009 - November 2013
Job Equity Research Analyst at Wells Capital Management
Industry Financial Services
Experience
Wells Capital Management - EverKey Global Equity November 2013 - Present
Robert W. Baird & Co. February 2009 - November 2013
Wachovia Securities April 2008 - February 2009
Legg Mason February 2005 - April 2008
Smith Barney May 2002 - February 2005
Skills
Series 7, Equities, Investments, Portfolio Management, Bloomberg, Financial Modeling, Hedge Funds, Valuation, Asset Management, Capital Markets, Equity Research
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2003 — 2003
MS, Global Financial Analysis
Bentley University 1998 — 2002
BS, Finance
Wells Capital Management - EverKey Global Equity November 2013 - Present
Robert W. Baird & Co. February 2009 - November 2013
Wachovia Securities April 2008 - February 2009
Legg Mason February 2005 - April 2008
Smith Barney May 2002 - February 2005
Skills
Series 7, Equities, Investments, Portfolio Management, Bloomberg, Financial Modeling, Hedge Funds, Valuation, Asset Management, Capital Markets, Equity Research
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2003 — 2003
MS, Global Financial Analysis
Bentley University 1998 — 2002
BS, Finance
Lillian Gilbert's Robert W. Baird & Co. Experience June 2015 - Present
Job Client Service Specialist at Robert W Baird
Industry Financial Services
Experience
Robert W. Baird & Co. June 2015 - Present
Wells Fargo October 2013 - June 2015
Eastport Real Estate Services May 2012 - August 2012
University of Wisconsin January 2008 - May 2010
First Weber Real Estate April 2007 - August 2008
Skills
Economics, International Trade, Investments, Trading, Corporate Finance, Market Research, Financial Analysis, International Relations, Business Strategy, Competitive Analysis, Private Equity, Budgets, Microsoft Office, Marketing, Analysis
Education
Brandeis University, Lemberg - International Business School 2011 — 2013
Masters in International Economics and Finance, International Economics
University of Wisconsin 2008 — 2011
Bachelor of Arts, International Studies and Economics
Robert W. Baird & Co. June 2015 - Present
Wells Fargo October 2013 - June 2015
Eastport Real Estate Services May 2012 - August 2012
University of Wisconsin January 2008 - May 2010
First Weber Real Estate April 2007 - August 2008
Skills
Economics, International Trade, Investments, Trading, Corporate Finance, Market Research, Financial Analysis, International Relations, Business Strategy, Competitive Analysis, Private Equity, Budgets, Microsoft Office, Marketing, Analysis
Education
Brandeis University, Lemberg - International Business School 2011 — 2013
Masters in International Economics and Finance, International Economics
University of Wisconsin 2008 — 2011
Bachelor of Arts, International Studies and Economics
Katie Blach's Robert W. Baird & Co. Experience October 2010 - October 2013
Job Project Engineer at Blach Construction Company
Industry Construction
Experience
Blach Construction Company January 2014 - Present
Robert W. Baird & Co. October 2010 - October 2013
Saratoga Research & Investment Management June 2010 - September 2010
Education
University of Pennsylvania - The Wharton School 2015 — 2017
Master of Business Administration (MBA)
Boston College 2006 — 2010
Bachelor of Arts (B.A.), International Studies (Economics Concentration)
Presentation High School 2002 — 2006
Blach Construction Company January 2014 - Present
Robert W. Baird & Co. October 2010 - October 2013
Saratoga Research & Investment Management June 2010 - September 2010
Education
University of Pennsylvania - The Wharton School 2015 — 2017
Master of Business Administration (MBA)
Boston College 2006 — 2010
Bachelor of Arts (B.A.), International Studies (Economics Concentration)
Presentation High School 2002 — 2006
Christine Tezak's Robert W. Baird & Co. Experience May 2009 - July 2012
Job Managing Director Research, ClearView Energy Partners, LLC
Industry Financial Services
Experience
ClearView Energy Partners, LLC August 2012 - Present
Women's Council on Energy & Environment January 1992 - December 2014
Robert W. Baird & Co. May 2009 - July 2012
Stanford Group Company November 2004 - March 2009
Schwab Soundview Capital Markets July 1999 - November 2004
Skills
Equity Research, Financial Modeling, Equities, Energy Policy, Portfolio Management, Hedge Funds, Energy, Valuation, Strategic Planning, Investments, Bloomberg, Due Diligence, Series 7, Renewable Energy, Financial Analysis, Asset Managment, Investment Banking, Research, Private Placements, Capital Markets, Analysis, Alternative Investments, Environmental Impact..., Legislation, Environmental Awareness, Private Equity, Asset Management, Emerging Markets, Trading, Mergers, Economics, Mergers & Acquisitions, Corporate Development, Corporate Finance, Project Finance, Fixed Income, Venture Capital, Commodity, Electricity Markets, Finance, Cleantech, Natural Gas, Public Policy, Policy, Investment Management, Asset Allocation, Investor Relations, Environmental Policy, Commodity Markets
Education
The George Washington University 1998 — 2000
MBA
Boston College 1985 — 1989
Bachelor of Arts
ClearView Energy Partners, LLC August 2012 - Present
Women's Council on Energy & Environment January 1992 - December 2014
Robert W. Baird & Co. May 2009 - July 2012
Stanford Group Company November 2004 - March 2009
Schwab Soundview Capital Markets July 1999 - November 2004
Skills
Equity Research, Financial Modeling, Equities, Energy Policy, Portfolio Management, Hedge Funds, Energy, Valuation, Strategic Planning, Investments, Bloomberg, Due Diligence, Series 7, Renewable Energy, Financial Analysis, Asset Managment, Investment Banking, Research, Private Placements, Capital Markets, Analysis, Alternative Investments, Environmental Impact..., Legislation, Environmental Awareness, Private Equity, Asset Management, Emerging Markets, Trading, Mergers, Economics, Mergers & Acquisitions, Corporate Development, Corporate Finance, Project Finance, Fixed Income, Venture Capital, Commodity, Electricity Markets, Finance, Cleantech, Natural Gas, Public Policy, Policy, Investment Management, Asset Allocation, Investor Relations, Environmental Policy, Commodity Markets
Education
The George Washington University 1998 — 2000
MBA
Boston College 1985 — 1989
Bachelor of Arts
John Fitzgibbons's Robert W. Baird & Co. Experience May 2011 - Present
Job Managing Director at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. May 2011 - Present
ThinkEquity LLC February 2005 - September 2011
Private Family Office April 2002 - February 2005
Thomas Weisel Partners January 2000 - April 2002
Montgomery Securities January 1996 - January 2000
Education
Amherst College 1989 — 1993
BA, Economics
Milton Academy 1986 — 1989
Robert W. Baird & Co. May 2011 - Present
ThinkEquity LLC February 2005 - September 2011
Private Family Office April 2002 - February 2005
Thomas Weisel Partners January 2000 - April 2002
Montgomery Securities January 1996 - January 2000
Education
Amherst College 1989 — 1993
BA, Economics
Milton Academy 1986 — 1989
Jason Leupold's Robert W. Baird & Co. Experience June 2010 - March 2012
Job Research Analyst at Arches Asset Management
Industry Financial Services
Experience
Arches Asset Management January 2015 - Present
FinTrust Investment Advisors, LLC December 2013 - Present
Leupold Capital Management, LLC September 2012 - February 2015
Robert W. Baird & Co. June 2010 - March 2012
Centurion Investment Management April 2010 - March 2012
Crabel Capital September 2006 - September 2009
Crabel Capital Management June 2003 - September 2006
Crabel Capital Management September 2000 - June 2006
Skills
Options, Hedging, FX, Trading, Commodities, Equities, Strategic Planning, Quantitative Research, Series 7, Series 55, Series 66, Series 3, FX Options, Commodity, Derivatives, Investment Banking, Risk Management, Trading Systems, Electronic Trading, Bloomberg, FINRA, Technical Analysis, Securities, Capital Markets, Equity Trading, Fixed Income, Alternative Investments, Financial Markets, Investment Management, Foreign Exchange, Hedge Funds, Trading Strategies, Financial Risk, Asset Management, Investment Strategies, Portfolio Management
Education
Arizona State University 1995 — 1999
Bachelor of Arts (B.A.), English and Philosophy
Arches Asset Management January 2015 - Present
FinTrust Investment Advisors, LLC December 2013 - Present
Leupold Capital Management, LLC September 2012 - February 2015
Robert W. Baird & Co. June 2010 - March 2012
Centurion Investment Management April 2010 - March 2012
Crabel Capital September 2006 - September 2009
Crabel Capital Management June 2003 - September 2006
Crabel Capital Management September 2000 - June 2006
Skills
Options, Hedging, FX, Trading, Commodities, Equities, Strategic Planning, Quantitative Research, Series 7, Series 55, Series 66, Series 3, FX Options, Commodity, Derivatives, Investment Banking, Risk Management, Trading Systems, Electronic Trading, Bloomberg, FINRA, Technical Analysis, Securities, Capital Markets, Equity Trading, Fixed Income, Alternative Investments, Financial Markets, Investment Management, Foreign Exchange, Hedge Funds, Trading Strategies, Financial Risk, Asset Management, Investment Strategies, Portfolio Management
Education
Arizona State University 1995 — 1999
Bachelor of Arts (B.A.), English and Philosophy
Christopher Peters, CFA's Robert W. Baird & Co. Experience April 2013 - Present
Job Private Wealth Management at Robert W. Baird & Co.
Industry Investment Management
Experience
Robert W. Baird & Co. April 2013 - Present
Goldman Sachs March 2011 - March 2013
Howe Barnes Hoefer & Arnett July 2010 - March 2011
KPMG September 2008 - April 2010
Skills
Private Equity, Investments, Finance, Portfolio Management, Mergers & Acquisitions, Financial Analysis, Investment Management, Financial Modeling, Asset Management, Capital Markets, Equity Research, Valuation, Mergers, Divestitures, Investment Strategies, Credit, Series 7, Wealth Management, Transaction Processing
Education
Arizona State University, W. P. Carey School of Business
Bachelor of Science (B.S.), Accounting and Finance
Shadow Mountain High School
Robert W. Baird & Co. April 2013 - Present
Goldman Sachs March 2011 - March 2013
Howe Barnes Hoefer & Arnett July 2010 - March 2011
KPMG September 2008 - April 2010
Skills
Private Equity, Investments, Finance, Portfolio Management, Mergers & Acquisitions, Financial Analysis, Investment Management, Financial Modeling, Asset Management, Capital Markets, Equity Research, Valuation, Mergers, Divestitures, Investment Strategies, Credit, Series 7, Wealth Management, Transaction Processing
Education
Arizona State University, W. P. Carey School of Business
Bachelor of Science (B.S.), Accounting and Finance
Shadow Mountain High School
Richard Lundell's Robert W. Baird & Co. Experience June 2010 - Present
Job Data Administration Manager at Robert W. Baird & Co.
Industry Information Technology and Services
Experience
Robert W. Baird & Co. June 2010 - Present
Roundy's Supermarkets, Inc. January 2008 - June 2010
Roundy's Supermarkets, Inc. January 2005 - January 2008
Executrain of Wisconsin 1995 - 2005
Skills
Microsoft SQL Server, Team Leadership, Storage Area Networks, Disaster Recovery, Database Administration, SSIS, Project Management, SharePoint, Management, System Administration, Servers, Business Intelligence, Integration, Cross-functional Team..., Lean Thinking, Kanban, Flow Visualization, Culture Change, Change Management, Process Improvement, Constructive Feedback, Databases, IT Operations, Microsoft Technologies, Training, IT Management, IT Strategy, SQL, Troubleshooting, ITIL, Storage, Business Process..., Active Directory, Windows Server, Windows, Information Technology, Business Continuity
Education
SIM - RLF 2013 2013 — 2013
Certificate, Organizational Leadership
ITIL v3 Certification 2013 — 2013
University of Illinois at Urbana-Champaign 1989 — 2001
Ph.D., European History
Augustana College 1984 — 1988
B.A., History
Robert W. Baird & Co. June 2010 - Present
Roundy's Supermarkets, Inc. January 2008 - June 2010
Roundy's Supermarkets, Inc. January 2005 - January 2008
Executrain of Wisconsin 1995 - 2005
Skills
Microsoft SQL Server, Team Leadership, Storage Area Networks, Disaster Recovery, Database Administration, SSIS, Project Management, SharePoint, Management, System Administration, Servers, Business Intelligence, Integration, Cross-functional Team..., Lean Thinking, Kanban, Flow Visualization, Culture Change, Change Management, Process Improvement, Constructive Feedback, Databases, IT Operations, Microsoft Technologies, Training, IT Management, IT Strategy, SQL, Troubleshooting, ITIL, Storage, Business Process..., Active Directory, Windows Server, Windows, Information Technology, Business Continuity
Education
SIM - RLF 2013 2013 — 2013
Certificate, Organizational Leadership
ITIL v3 Certification 2013 — 2013
University of Illinois at Urbana-Champaign 1989 — 2001
Ph.D., European History
Augustana College 1984 — 1988
B.A., History
Scott Ehlen's Robert W. Baird & Co. Experience July 2015 - Present
Job Associate at Robert W. Baird
Industry Investment Banking
Experience
Robert W. Baird & Co. July 2015 - Present
Robert W. Baird & Co. June 2014 - Present
Boston University Questrom School of Business January 2015 - May 2015
WeddingWire July 2012 - July 2013
WeddingWire March 2009 - June 2012
CEB July 2008 - December 2008
CEB August 2007 - August 2008
CEB January 2007 - August 2007
Education
Boston University Questrom School of Business 2013 — 2015
Master of Business Administration (MBA), Strategy & Finance
University of Wisconsin-Madison 2002 — 2007
BS, Journalism; Spanish
Robert W. Baird & Co. July 2015 - Present
Robert W. Baird & Co. June 2014 - Present
Boston University Questrom School of Business January 2015 - May 2015
WeddingWire July 2012 - July 2013
WeddingWire March 2009 - June 2012
CEB July 2008 - December 2008
CEB August 2007 - August 2008
CEB January 2007 - August 2007
Education
Boston University Questrom School of Business 2013 — 2015
Master of Business Administration (MBA), Strategy & Finance
University of Wisconsin-Madison 2002 — 2007
BS, Journalism; Spanish
John Walton's Robert W. Baird & Co. Experience 2007 - 2007
Job Associate Vice President at The CIM Group
Industry Real Estate
Experience
The CIM Group August 2015 - Present
The CIM Group August 2013 - August 2015
Moelis & Company April 2010 - May 2013
Rothschild June 2008 - April 2010
Robert W. Baird & Co. 2007 - 2007
Education
Babson College 2004 — 2008
Business Management, Concentrations in Finance & Economics
The CIM Group August 2015 - Present
The CIM Group August 2013 - August 2015
Moelis & Company April 2010 - May 2013
Rothschild June 2008 - April 2010
Robert W. Baird & Co. 2007 - 2007
Education
Babson College 2004 — 2008
Business Management, Concentrations in Finance & Economics
David Andrias's Robert W. Baird & Co. Experience 2010 - 2011
Job Vice President at Houlihan Lokey
Industry Investment Banking
Experience
Houlihan Lokey January 2012 - Present
Citi 2011 - 2012
Robert W. Baird & Co. 2010 - 2011
John Hancock Financial Services 2004 - 2008
Skills
Series 63, Series 79
Education
Cornell University - Johnson Graduate School of Management 2008 — 2010
Master
Boston College 2000 — 2004
Bachelor of Arts
University of Oxford 2002 — 2003
Mansfield College
Houlihan Lokey January 2012 - Present
Citi 2011 - 2012
Robert W. Baird & Co. 2010 - 2011
John Hancock Financial Services 2004 - 2008
Skills
Series 63, Series 79
Education
Cornell University - Johnson Graduate School of Management 2008 — 2010
Master
Boston College 2000 — 2004
Bachelor of Arts
University of Oxford 2002 — 2003
Mansfield College
Kristin Brogan's Robert W. Baird & Co. Experience June 2014 - Present
Job Experienced Meetings and Events Director
Industry Events Services
Experience
Robert W. Baird & Co. June 2014 - Present
Hyatt Regency Milwaukee March 2012 - June 2014
Hyatt Regency Milwaukee March 2011 - March 2012
Hyatt Regency La Jolla April 2006 - March 2011
Nelson White Systems October 2003 - February 2006
Skills
Hospitality, Meeting Planning, Hospitality Management, Hotel Management, Event Planning, Event Management, Hospitality Industry, Corporate Events, Food & Beverage, Hotels, Revenue Analysis, Social Networking, Customer Satisfaction, Catering, Convention Services, Customer Service, Banquets, Trade Shows, Tourism, Budgets, Social Media, Restaurants, Marketing, Team Building, Sales, Menu Development, Live Events, Account Management, Wedding Planning, Property Management..., Sponsorship, Opera, Restaurant Management, Weddings, Front Office, Food, Social Media Marketing, Public Relations, Contract Negotiation, Coordinating Events, Hiring, Online Marketing, Forecasting, Banquet Operations, AV, Fundraising, Relationship Marketing, Email Marketing, Advertising, Recruiting
Education
Bentley University 1999 — 2003
Bachelor, Business Marketing
Robert W. Baird & Co. June 2014 - Present
Hyatt Regency Milwaukee March 2012 - June 2014
Hyatt Regency Milwaukee March 2011 - March 2012
Hyatt Regency La Jolla April 2006 - March 2011
Nelson White Systems October 2003 - February 2006
Skills
Hospitality, Meeting Planning, Hospitality Management, Hotel Management, Event Planning, Event Management, Hospitality Industry, Corporate Events, Food & Beverage, Hotels, Revenue Analysis, Social Networking, Customer Satisfaction, Catering, Convention Services, Customer Service, Banquets, Trade Shows, Tourism, Budgets, Social Media, Restaurants, Marketing, Team Building, Sales, Menu Development, Live Events, Account Management, Wedding Planning, Property Management..., Sponsorship, Opera, Restaurant Management, Weddings, Front Office, Food, Social Media Marketing, Public Relations, Contract Negotiation, Coordinating Events, Hiring, Online Marketing, Forecasting, Banquet Operations, AV, Fundraising, Relationship Marketing, Email Marketing, Advertising, Recruiting
Education
Bentley University 1999 — 2003
Bachelor, Business Marketing
Yoon-Sook Moon's Robert W. Baird & Co. Experience May 2009 - Present
Job Vice President, Public Finance Investment Banking at Robert W. Baird & Co.
Industry Investment Banking
Experience
Robert W. Baird & Co. May 2009 - Present
Banc of America Securities June 2002 - May 2009
Piper Jaffray June 2000 - May 2002
Sutro & Co 1998 - 2000
Skills
Government, Investment Banking, Public Finance, Public/private..., Series 7, Capital Markets, Fixed Income, Investments, Financial Modeling, Structured Finance, Securities
Education
Indiana University Bloomington 1996 — 1998
Master of Public Affairs
Berea College 1991 — 1995
BA & BS
Woodham High School
Robert W. Baird & Co. May 2009 - Present
Banc of America Securities June 2002 - May 2009
Piper Jaffray June 2000 - May 2002
Sutro & Co 1998 - 2000
Skills
Government, Investment Banking, Public Finance, Public/private..., Series 7, Capital Markets, Fixed Income, Investments, Financial Modeling, Structured Finance, Securities
Education
Indiana University Bloomington 1996 — 1998
Master of Public Affairs
Berea College 1991 — 1995
BA & BS
Woodham High School
Bo Mlnarik's Robert W. Baird & Co. Experience July 2011 - July 2013
Job Associate
Industry Venture Capital & Private Equity
Experience
Summit Partners July 2013 - Present
Robert W. Baird & Co. July 2011 - July 2013
Education
Boston College 2007 — 2011
Bachelor of Science (B.S.)
Summit Partners July 2013 - Present
Robert W. Baird & Co. July 2011 - July 2013
Education
Boston College 2007 — 2011
Bachelor of Science (B.S.)
Nicholas Slater's Robert W. Baird & Co. Experience November 2014 - Present
Job Senior Vice President
Industry Investment Management
Experience
Robert W. Baird & Co. November 2014 - Present
McAdams Wright Ragen April 2008 - November 2014
Ragen MacKenzie April 2004 - March 2008
Skills
Series 7, Securities, Valuation
Education
Washington State University 2002 — 2003
Bachelor of Arts (BA), Economics, cum laude
Boston University 1988 — 2001
Physics
Robert W. Baird & Co. November 2014 - Present
McAdams Wright Ragen April 2008 - November 2014
Ragen MacKenzie April 2004 - March 2008
Skills
Series 7, Securities, Valuation
Education
Washington State University 2002 — 2003
Bachelor of Arts (BA), Economics, cum laude
Boston University 1988 — 2001
Physics
Joe Lombardi's Robert W. Baird & Co. Experience January 2005 - September 2012
Job Director Performance Trust Analytics Group
Industry Financial Services
Experience
Performance Trust Capital Partners October 2012 - Present
Robert W. Baird & Co. January 2005 - September 2012
Sage Advisory Services 2001 - 2005
Skills
Series 7, Investments, Wealth Management, Asset Allocation, Portfolio Management, Series 63, Asset Managment, Fixed Income, Mutual Funds, Investment Management, Insurance
Education
Bowling Green State University 1985 — 1989
Performance Trust Capital Partners October 2012 - Present
Robert W. Baird & Co. January 2005 - September 2012
Sage Advisory Services 2001 - 2005
Skills
Series 7, Investments, Wealth Management, Asset Allocation, Portfolio Management, Series 63, Asset Managment, Fixed Income, Mutual Funds, Investment Management, Insurance
Education
Bowling Green State University 1985 — 1989
Peter Robbins's Robert W. Baird & Co. Experience July 2012 - Present
Job Investment Banking Associate at Robert W. Baird & Co.
Industry Investment Banking
Experience
Robert W. Baird & Co. July 2012 - Present
Robert W. Baird & Co. May 2011 - August 2011
Pfingsten Partners June 2010 - September 2010
Seventh Circuit for the United States Court of Appeals May 2009 - September 2009
Morgan Stanley June 2006 - June 2008
Education
University of Wisconsin Law School 2008 — 2012
Doctor of Law (JD)
University of Wisconsin-Madison - School of Business 2009 — 2011
Master of Business Administration (MBA), Corporate Finance and Investment Banking
Boston College 2002 — 2006
B.A., Economics, Magna Cum Laude
Robert W. Baird & Co. July 2012 - Present
Robert W. Baird & Co. May 2011 - August 2011
Pfingsten Partners June 2010 - September 2010
Seventh Circuit for the United States Court of Appeals May 2009 - September 2009
Morgan Stanley June 2006 - June 2008
Education
University of Wisconsin Law School 2008 — 2012
Doctor of Law (JD)
University of Wisconsin-Madison - School of Business 2009 — 2011
Master of Business Administration (MBA), Corporate Finance and Investment Banking
Boston College 2002 — 2006
B.A., Economics, Magna Cum Laude
Ashley Strickland's Robert W. Baird & Co. Experience March 2015 - Present
Job Client Assistant
Industry Financial Services
Experience
Robert W. Baird & Co. March 2015 - Present
Moors & Cabot December 2013 - March 2015
Aloft Tempe October 2012 - December 2013
W Store Scottsdale February 2010 - March 2012
Sportiqe Apparel October 2011 - January 2012
Missomnimedia 2011 - 2011
Here on the Corner January 2008 - January 2010
Skills
Wordpress, Facebook, Twitter, Social Media, Customer Service, Inventory Management, Social Media Marketing, Mac, Word, Microsoft Office, Tumblr, Sales, Time Management, Microsoft Word, Advertising
Education
Arizona State University 2007 — 2012
Robert W. Baird & Co. March 2015 - Present
Moors & Cabot December 2013 - March 2015
Aloft Tempe October 2012 - December 2013
W Store Scottsdale February 2010 - March 2012
Sportiqe Apparel October 2011 - January 2012
Missomnimedia 2011 - 2011
Here on the Corner January 2008 - January 2010
Skills
Wordpress, Facebook, Twitter, Social Media, Customer Service, Inventory Management, Social Media Marketing, Mac, Word, Microsoft Office, Tumblr, Sales, Time Management, Microsoft Word, Advertising
Education
Arizona State University 2007 — 2012
Jaime A. Viteri Díaz's Robert W. Baird & Co. Experience December 2013 - Present
Job Equity Research Analyst at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. December 2013 - Present
Robert W. Baird & Co. December 2011 - November 2013
US Bank March 2007 - November 2011
Marquette University September 2008 - May 2009
Skills
Spanish, Microsoft Office, Access, Microsoft Excel, Finance, Financial Analysis, Forecasting, Equities, Data Analysis, Analysis, Research, Financial Modeling, Financial Services, Management
Education
Marquette University 2007 — 2011
Bachelor Degree, Finance, Operations and Supply Chain Management, International Business
IQS 2009 — 2010
Foreign Exchange Student Program
Robert W. Baird & Co. December 2013 - Present
Robert W. Baird & Co. December 2011 - November 2013
US Bank March 2007 - November 2011
Marquette University September 2008 - May 2009
Skills
Spanish, Microsoft Office, Access, Microsoft Excel, Finance, Financial Analysis, Forecasting, Equities, Data Analysis, Analysis, Research, Financial Modeling, Financial Services, Management
Education
Marquette University 2007 — 2011
Bachelor Degree, Finance, Operations and Supply Chain Management, International Business
IQS 2009 — 2010
Foreign Exchange Student Program
Kevin Phillips, CFP®'s Robert W. Baird & Co. Experience February 2013 - Present
Job Senior Vice President Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. February 2013 - Present
Wells Fargo Advisors November 1990 - February 2013
Allstate June 1985 - October 1990
Skills
Retirement Planning, Leadership, Retirement, Series 7, Series 63, Wealth Management, Mutual Funds, Asset Allocation, Investment Advisory, Investment Strategies, Portfolio Management, Fixed Annuities, Asset Management, Strategic Financial..., Estate Planning, Financial Advisory, Securities, FINRA, Uniform Combined State..., Fixed Income
Education
Appalachian State University 1981 — 1985
Bachelor's degree, Finance and Insurance
West Wilkes High School 1977 — 1981
Robert W. Baird & Co. February 2013 - Present
Wells Fargo Advisors November 1990 - February 2013
Allstate June 1985 - October 1990
Skills
Retirement Planning, Leadership, Retirement, Series 7, Series 63, Wealth Management, Mutual Funds, Asset Allocation, Investment Advisory, Investment Strategies, Portfolio Management, Fixed Annuities, Asset Management, Strategic Financial..., Estate Planning, Financial Advisory, Securities, FINRA, Uniform Combined State..., Fixed Income
Education
Appalachian State University 1981 — 1985
Bachelor's degree, Finance and Insurance
West Wilkes High School 1977 — 1981
Michelle Kovacevic-Ross's Robert W. Baird & Co. Experience 1992 - 2001
Job Manager, Plan Services at GreatWest Financial
Industry Financial Services
Experience
Guaranty Bank FSB May 2003 - June 2006
Northwestern Mutual Financial Network January 2002 - February 2003
Robert W. Baird & Co. 1992 - 2001
Skills
Coaching, Management, Customer Service, Qualified Retirement..., Team Building, Peer Mentoring, Team Mentoring, Operational Risk, Broker/Dealer Operations, Leadership, Call Centers, Marketing, Banking, Analysis, Interviews, Business Planning, Hiring, Employee Training, Insurance, Employee Benefits
Education
University of Phoenix 2004 — 2007
Bachelor of Business Administration (BBA), Business Administration and Management, General
Alverno College 2000 — 2003
Community Leadership
Guaranty Bank FSB May 2003 - June 2006
Northwestern Mutual Financial Network January 2002 - February 2003
Robert W. Baird & Co. 1992 - 2001
Skills
Coaching, Management, Customer Service, Qualified Retirement..., Team Building, Peer Mentoring, Team Mentoring, Operational Risk, Broker/Dealer Operations, Leadership, Call Centers, Marketing, Banking, Analysis, Interviews, Business Planning, Hiring, Employee Training, Insurance, Employee Benefits
Education
University of Phoenix 2004 — 2007
Bachelor of Business Administration (BBA), Business Administration and Management, General
Alverno College 2000 — 2003
Community Leadership
Brian Dunston's Robert W. Baird & Co. Experience 2000 - 2008
Job Vice President, Fifth Third Private Bank
Industry Investment Management
Experience
Fifth Third Bank June 2014 - Present
HMS Capital Management, LLC April 2012 - May 2014
Morgan Keegan Trust February 2009 - April 2012
SunTrust Bank 2008 - 2009
Robert W. Baird & Co. 2000 - 2008
Skills
Investment Advisory, Capital Markets, Asset Management, Hedge Funds, Wealth Management, Private Equity, High Net Worth..., Asset Allocation, Venture Capital, Asset Managment, Fixed Income, Private Wealth..., Trading, Institutional Investors, Alternative Investments
Education
Arkansas State University 1985 — 1989
Bachelor's of Science, Banking, Corporate, Finance, and Securities Law
Fifth Third Bank June 2014 - Present
HMS Capital Management, LLC April 2012 - May 2014
Morgan Keegan Trust February 2009 - April 2012
SunTrust Bank 2008 - 2009
Robert W. Baird & Co. 2000 - 2008
Skills
Investment Advisory, Capital Markets, Asset Management, Hedge Funds, Wealth Management, Private Equity, High Net Worth..., Asset Allocation, Venture Capital, Asset Managment, Fixed Income, Private Wealth..., Trading, Institutional Investors, Alternative Investments
Education
Arkansas State University 1985 — 1989
Bachelor's of Science, Banking, Corporate, Finance, and Securities Law
Robert Ferriman's Robert W. Baird & Co. Experience May 2009 - Present
Job Financial Advisor at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. May 2009 - Present
Smith Barney February 1995 - May 2009
Education
Babson College 1985 — 1989
Bachelor of Science, Finance, Economics, Investments
Robert W. Baird & Co. May 2009 - Present
Smith Barney February 1995 - May 2009
Education
Babson College 1985 — 1989
Bachelor of Science, Finance, Economics, Investments
Krista Belscamper's Robert W. Baird & Co. Experience August 2013 - Present
Job Robert W Baird & Co
Industry Financial Services
Experience
Robert W. Baird & Co. August 2013 - Present
Robert W. Baird & Co. May 2012 - Present
Robert W. Baird & Co. January 2000 - April 2012
Business Age Magazine June 1986 - October 1989
Skills
Series 7, Series 63, Series 65, Investment Advisory, Mutual Funds, Equities, Portfolio Management, Asset Allocation, Securities, FINRA, Financial Services, Wealth Management
Education
Alverno College 1993 — 1997
Bachelor's, Professional Communication
Milwaukee Area Technical College 1986 — 1988
Associate's, Marketing Communications
Robert W. Baird & Co. August 2013 - Present
Robert W. Baird & Co. May 2012 - Present
Robert W. Baird & Co. January 2000 - April 2012
Business Age Magazine June 1986 - October 1989
Skills
Series 7, Series 63, Series 65, Investment Advisory, Mutual Funds, Equities, Portfolio Management, Asset Allocation, Securities, FINRA, Financial Services, Wealth Management
Education
Alverno College 1993 — 1997
Bachelor's, Professional Communication
Milwaukee Area Technical College 1986 — 1988
Associate's, Marketing Communications
Brian Zibell's Robert W. Baird & Co. Experience January 2001 - 2004
Job Directional Leadership Team at Red Rocks Church
Industry Religious Institutions
Experience
Red Rocks Church January 2005 - Present
Northwestern Mutual 2005 - 2008
Robert W. Baird & Co. January 2001 - 2004
Willow Creek Community Church July 1997 - July 1999
Education
Azusa Pacific University 1999 — 2001
MA, Christian Education
Northwestern Bible College 1995 — 1997
BA, Ministry/Minor Bible
Red Rocks Church January 2005 - Present
Northwestern Mutual 2005 - 2008
Robert W. Baird & Co. January 2001 - 2004
Willow Creek Community Church July 1997 - July 1999
Education
Azusa Pacific University 1999 — 2001
MA, Christian Education
Northwestern Bible College 1995 — 1997
BA, Ministry/Minor Bible
Shelley Dunn's Robert W. Baird & Co. Experience January 1999 - January 2008
Job Software Quality Assurance Analyst at Badger Meter
Industry Computer Software
Experience
Badger Meter January 2013 - Present
TEKSystems March 2012 - January 2013
AQS, inc. January 2008 - January 2012
Robert W. Baird & Co. January 1999 - January 2008
Skills
Insurance, Requirements Analysis, Business Analysis, Integration, Customer Service, Business Process, C#, Agile Methodologies, SDLC, Requirements Gathering, Visio, Software Documentation, SharePoint, Software Project..., Business Requirements
Education
Alverno College 2003 — 2009
Bachelors, Business Management
Badger Meter January 2013 - Present
TEKSystems March 2012 - January 2013
AQS, inc. January 2008 - January 2012
Robert W. Baird & Co. January 1999 - January 2008
Skills
Insurance, Requirements Analysis, Business Analysis, Integration, Customer Service, Business Process, C#, Agile Methodologies, SDLC, Requirements Gathering, Visio, Software Documentation, SharePoint, Software Project..., Business Requirements
Education
Alverno College 2003 — 2009
Bachelors, Business Management
Elaina Stuard's Robert W. Baird & Co. Experience April 2002 - Present
Job Senior Vice President at Baird
Industry Financial Services
Experience
Robert W. Baird & Co. April 2002 - Present
Gradison-McDonald Asset Management, a division of Keybank 1998 - April 2002
Gradison Division of McDonald & Company Securities 1993 - 1998
Gradison Asset Management 1990 - 1993
Gradison Asset Management 1987 - 1990
Education
Boston University
BA, Economics
Indian Hill High School
Xavier University
MBA
Robert W. Baird & Co. April 2002 - Present
Gradison-McDonald Asset Management, a division of Keybank 1998 - April 2002
Gradison Division of McDonald & Company Securities 1993 - 1998
Gradison Asset Management 1990 - 1993
Gradison Asset Management 1987 - 1990
Education
Boston University
BA, Economics
Indian Hill High School
Xavier University
MBA
Drew Armao's Robert W. Baird & Co. Experience October 2002 - Present
Job Senior Vice President at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. October 2002 - Present
Piper Jaffray August 1993 - October 2002
Paine Webber May 1988 - August 1993
American Express December 1986 - May 1988
Skills
Wealth Management, Portfolio Management, Retirement Planning, Investment Banking, Investments, Finance, Management, Series 7, Asset Allocation, Mutual Funds, Series 63, Series 66, Financial Modeling, Financial Planning
Education
Arizona State University, W. P. Carey School of Business 1981 — 1986
B.S., Finance
Robert W. Baird & Co. October 2002 - Present
Piper Jaffray August 1993 - October 2002
Paine Webber May 1988 - August 1993
American Express December 1986 - May 1988
Skills
Wealth Management, Portfolio Management, Retirement Planning, Investment Banking, Investments, Finance, Management, Series 7, Asset Allocation, Mutual Funds, Series 63, Series 66, Financial Modeling, Financial Planning
Education
Arizona State University, W. P. Carey School of Business 1981 — 1986
B.S., Finance
Ronald Cassidente's Robert W. Baird & Co. Experience October 1998 - November 2006
Job Experienced Family Legacy Planner, Estate, Financial, Retirement and Elder Care Planning
Industry Financial Services
Experience
Johnson Bank November 2006 - December 2011
Robert W. Baird & Co. October 1998 - November 2006
Lemon, Armey, Hearn and Leininger LLC October 1992 - October 1998
Skills
Estate Planning, Probate, Wills, Trusts, Compliance, Securities, Investments, Mutual Funds, Wealth Management, Series 7, Asset Allocation, High Net Worth..., Financial Advisory, Retirement Planning
Education
Indiana University School of Law - Indianapolis 1981 — 1984
Juris Doctor, Estate Planning, Real Estate and Federal Taxation
Bethany Theological Seminary 1970 — 1972
Masters of Divinity, Pastoral Care and Church History
McPherson College 1963 — 1967
Bachelor of Arts, English
Johnson Bank November 2006 - December 2011
Robert W. Baird & Co. October 1998 - November 2006
Lemon, Armey, Hearn and Leininger LLC October 1992 - October 1998
Skills
Estate Planning, Probate, Wills, Trusts, Compliance, Securities, Investments, Mutual Funds, Wealth Management, Series 7, Asset Allocation, High Net Worth..., Financial Advisory, Retirement Planning
Education
Indiana University School of Law - Indianapolis 1981 — 1984
Juris Doctor, Estate Planning, Real Estate and Federal Taxation
Bethany Theological Seminary 1970 — 1972
Masters of Divinity, Pastoral Care and Church History
McPherson College 1963 — 1967
Bachelor of Arts, English
Holly Hajduk's Robert W. Baird & Co. Experience October 2014 - March 2015
Job Administrative Assistant at Simon Property Group
Industry Insurance
Experience
Simon Property Group June 2015 - Present
Robert W. Baird & Co. October 2014 - March 2015
Certus Bank Mortgage October 2013 - May 2014
AIG/Chartis January 1999 - January 2012
AI South January 1995 - January 1999
AI South November 1995 - November 1998
AIG February 1987 - December 1993
AIG January 1987 - January 1993
AIAC January 1984 - January 1985
AIAC January 1979 - January 1984
Skills
Microsoft Word, Microsoft Excel, Outlook, Customer Service, Event Planning, Office Equipment, Coordination, Account Management, Marketing, Time Management, Insurance, Human Resources
Education
Bradford School 1978 — 1979
Diploma, Administrative Assistant and Secretarial Science, General, 3.0
Bradford School
Administrative Assistant and Secretarial Science, General
Simon Property Group June 2015 - Present
Robert W. Baird & Co. October 2014 - March 2015
Certus Bank Mortgage October 2013 - May 2014
AIG/Chartis January 1999 - January 2012
AI South January 1995 - January 1999
AI South November 1995 - November 1998
AIG February 1987 - December 1993
AIG January 1987 - January 1993
AIAC January 1984 - January 1985
AIAC January 1979 - January 1984
Skills
Microsoft Word, Microsoft Excel, Outlook, Customer Service, Event Planning, Office Equipment, Coordination, Account Management, Marketing, Time Management, Insurance, Human Resources
Education
Bradford School 1978 — 1979
Diploma, Administrative Assistant and Secretarial Science, General, 3.0
Bradford School
Administrative Assistant and Secretarial Science, General
Justin Skubal's Robert W. Baird & Co. Experience November 2008 - January 2010
Job Student Supervisor at UWM IT Services
Industry Broadcast Media
Experience
UWM IT Services October 2012 - Present
VCPI 2010 - 2011
Robert W. Baird & Co. November 2008 - January 2010
Actuant Corporation September 2007 - October 2008
Wells Fargo Home Mortgage November 2002 - December 2003
IQPC October 2000 - October 2001
Skills
Help Desk Support, Leadership, Troubleshooting, Windows 7, Microsoft Office, Technical Support, Facebook, Social Media, Customer Service, Active Directory, OS X, Windows XP, Windows, Networking
Education
UW-Milwaukee 2012 — 2015
none yet, Journalism
Art Institute of Seattle 1999 — 2000
Photography
UWM IT Services October 2012 - Present
VCPI 2010 - 2011
Robert W. Baird & Co. November 2008 - January 2010
Actuant Corporation September 2007 - October 2008
Wells Fargo Home Mortgage November 2002 - December 2003
IQPC October 2000 - October 2001
Skills
Help Desk Support, Leadership, Troubleshooting, Windows 7, Microsoft Office, Technical Support, Facebook, Social Media, Customer Service, Active Directory, OS X, Windows XP, Windows, Networking
Education
UW-Milwaukee 2012 — 2015
none yet, Journalism
Art Institute of Seattle 1999 — 2000
Photography
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.