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
Nicolle Hudachek Nicolle Hudachek's Robert W. Baird & Co. Experience June 2012 - Present
Job Client Relationship Specialist at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. June 2012 - Present
BlackRock September 2011 - June 2012
BlackRock July 2010 - September 2011
BlackRock August 2008 - July 2010
ThinkEquity Partners, LLC December 2004 - August 2008
Bank of America Investment Services 2003 - 2004
Apax Partners 2002 - 2003
Skills
Series 7, Equities, Fixed Income, Mutual Funds, Wealth Management, Due Diligence, Financial Advisory, Options, Series 63, Business Development, Asset Management, Investments, Portfolio Management, Securities, Bloomberg, High Net Worth...
Education
University of San Francisco 2007 — 2009
Master of Science, Organizational Development
University of Arizona 1998 — 2002
Bachelor of Science - Double Major, Marketing and Business Management
Robert W. Baird & Co. June 2012 - Present
BlackRock September 2011 - June 2012
BlackRock July 2010 - September 2011
BlackRock August 2008 - July 2010
ThinkEquity Partners, LLC December 2004 - August 2008
Bank of America Investment Services 2003 - 2004
Apax Partners 2002 - 2003
Skills
Series 7, Equities, Fixed Income, Mutual Funds, Wealth Management, Due Diligence, Financial Advisory, Options, Series 63, Business Development, Asset Management, Investments, Portfolio Management, Securities, Bloomberg, High Net Worth...
Education
University of San Francisco 2007 — 2009
Master of Science, Organizational Development
University of Arizona 1998 — 2002
Bachelor of Science - Double Major, Marketing and Business Management
Emily Stroker Emily Stroker's Robert W. Baird & Co. Experience May 2013 - August 2013
Job Portfolio Analyst at BNY Mellon Wealth Management
Industry Financial Services
Experience
BNY Mellon Wealth Management November 2014 - Present
Jackalope and Company July 2013 - August 2014
Robert W. Baird & Co. May 2013 - August 2013
Gymboree March 2012 - November 2012
Robert W. Baird & Co. May 2012 - August 2012
Skills
Time Management, Sales, Facebook, Customer Service, Microsoft Excel, Social Networking, Retail, Visual Merchandising, PowerPoint, Cashiering, Retail Marketing, Recruiting, Microsoft Word, Microsoft CRM, Microsoft Office, Public Speaking, Teamwork, Social Media Marketing, Social Media, Leadership, Event Planning, Organization Skills, Project Management, Social Media...
Education
University of Colorado at Boulder 2010 — 2014
Bachelor of Science Business Administration, Human Resources Management and Services
Hinsdale Central High School 2006 — 2010
BNY Mellon Wealth Management November 2014 - Present
Jackalope and Company July 2013 - August 2014
Robert W. Baird & Co. May 2013 - August 2013
Gymboree March 2012 - November 2012
Robert W. Baird & Co. May 2012 - August 2012
Skills
Time Management, Sales, Facebook, Customer Service, Microsoft Excel, Social Networking, Retail, Visual Merchandising, PowerPoint, Cashiering, Retail Marketing, Recruiting, Microsoft Word, Microsoft CRM, Microsoft Office, Public Speaking, Teamwork, Social Media Marketing, Social Media, Leadership, Event Planning, Organization Skills, Project Management, Social Media...
Education
University of Colorado at Boulder 2010 — 2014
Bachelor of Science Business Administration, Human Resources Management and Services
Hinsdale Central High School 2006 — 2010
Morgan McKinney Morgan McKinney's Robert W. Baird & Co. Experience April 2014 - August 2014
Job Stifel Financial Corp.
Industry Financial Services
Experience
Stifel Financial Corp. August 2015 - Present
JHilburn April 2013 - Present
Robert W. Baird & Co. April 2014 - August 2014
Skills
Apparel, Entrepreneurship, Event Planning, Fashion, Marketing, Marketing Strategy, Retail, Sales, Social Media, Microsoft Office, Microsoft Word, Research, Social Networking, Social Media Marketing, Customer Service
Education
University of Arkansas at Little Rock 2012 — 2015
International Business, International Business
Stifel Financial Corp. August 2015 - Present
JHilburn April 2013 - Present
Robert W. Baird & Co. April 2014 - August 2014
Skills
Apparel, Entrepreneurship, Event Planning, Fashion, Marketing, Marketing Strategy, Retail, Sales, Social Media, Microsoft Office, Microsoft Word, Research, Social Networking, Social Media Marketing, Customer Service
Education
University of Arkansas at Little Rock 2012 — 2015
International Business, International Business
Sarah Power, CFP® Sarah Power, CFP®'s Robert W. Baird & Co. Experience November 2014 - Present
Job Senior Vice President at Robert W. Baird & Co.
Industry Investment Management
Experience
Robert W. Baird & Co. November 2014 - Present
McAdams Wright Ragen June 2007 - November 2014
Ragen MacKenzie June 2007 - April 2008
Freehills August 2005 - August 2006
Jones Day 2001 - 2005
Education
University of Washington School of Law 2006 — 2007
LL.M., Taxation
Tulane University Law School 1999 — 2002
J.D., cum laude
University of Washington 1995 — 1999
B.A., Political Science and Spanish
Universidad de Sevilla 1998 — 1998
History and Political Science
Universidad del País Vasco/Euskal Herriko Unibertsitatea 1998 — 1998
Spanish and Art History
Robert W. Baird & Co. November 2014 - Present
McAdams Wright Ragen June 2007 - November 2014
Ragen MacKenzie June 2007 - April 2008
Freehills August 2005 - August 2006
Jones Day 2001 - 2005
Education
University of Washington School of Law 2006 — 2007
LL.M., Taxation
Tulane University Law School 1999 — 2002
J.D., cum laude
University of Washington 1995 — 1999
B.A., Political Science and Spanish
Universidad de Sevilla 1998 — 1998
History and Political Science
Universidad del País Vasco/Euskal Herriko Unibertsitatea 1998 — 1998
Spanish and Art History
Jacolbi Courington-Meier Jacolbi Courington-Meier's Robert W. Baird & Co. Experience December 2014 - Present
Job Incoming Investment Banking Analyst Intern at Robert W. Baird & Co.
Industry Investment Banking
Experience
Robert W. Baird & Co. December 2014 - Present
Robert W. Baird & Co. March 2014 - August 2014
E-Commworks, Inc June 2013 - August 2013
Saint Louis Park Recreational Baseball Assosciation 2013 - August 2013
Skills
Microsoft Excel, Sales, Customer Service, Microsoft Office, PowerPoint, Marketing, Microsoft Word, Marketing Strategy, Management, Account Management, Financial Analysis, Sales Management, Team Leadership, Business Strategy, Market Research, Teamwork, Strategic Planning, New Business Development, Social Media, Negotiation
Education
University of Wisconsin-Madison 2012 — 2016
Bachelor of Business Administration (BBA), International Business/Finance, Investment & Banking, Sophomore
Universitat Pompeu Fabra 2015 — 2015
Exchange Student, Finance, General
Saint Louis Park Senior High School 2008 — 2012
Robert W. Baird & Co. December 2014 - Present
Robert W. Baird & Co. March 2014 - August 2014
E-Commworks, Inc June 2013 - August 2013
Saint Louis Park Recreational Baseball Assosciation 2013 - August 2013
Skills
Microsoft Excel, Sales, Customer Service, Microsoft Office, PowerPoint, Marketing, Microsoft Word, Marketing Strategy, Management, Account Management, Financial Analysis, Sales Management, Team Leadership, Business Strategy, Market Research, Teamwork, Strategic Planning, New Business Development, Social Media, Negotiation
Education
University of Wisconsin-Madison 2012 — 2016
Bachelor of Business Administration (BBA), International Business/Finance, Investment & Banking, Sophomore
Universitat Pompeu Fabra 2015 — 2015
Exchange Student, Finance, General
Saint Louis Park Senior High School 2008 — 2012
Nish Hansoti, CPA's Robert W. Baird & Co. Experience June 2015 - September 2015
Job MBA Candidate at the University of Chicago Booth School of Business
Industry Financial Services
Experience
Robert W. Baird & Co. June 2015 - September 2015
MakerSquare June 2014 - September 2014
Guggenheim Partners January 2013 - June 2014
McGladrey August 2009 - December 2012
SMART Business Advisory and Consulting June 2008 - August 2008
McGladrey January 2008 - April 2008
HSBC June 2007 - August 2007
Skills
Corporate Tax, Tax Preparation, Tax Advisory, Accounting, Financial Accounting, FIN 48, ASC 740
Education
The University of Chicago Booth School of Business 2014 — 2016
Master of Business Administration (M.B.A.), Finance, Economics, Analytic Finance
University of Illinois at Urbana-Champaign - College of Business 2005 — 2009
Bachelor of Science (BS), Accounting
Robert W. Baird & Co. June 2015 - September 2015
MakerSquare June 2014 - September 2014
Guggenheim Partners January 2013 - June 2014
McGladrey August 2009 - December 2012
SMART Business Advisory and Consulting June 2008 - August 2008
McGladrey January 2008 - April 2008
HSBC June 2007 - August 2007
Skills
Corporate Tax, Tax Preparation, Tax Advisory, Accounting, Financial Accounting, FIN 48, ASC 740
Education
The University of Chicago Booth School of Business 2014 — 2016
Master of Business Administration (M.B.A.), Finance, Economics, Analytic Finance
University of Illinois at Urbana-Champaign - College of Business 2005 — 2009
Bachelor of Science (BS), Accounting
Emily Spyrou Emily Spyrou's Robert W. Baird & Co. Experience June 2011 - March 2015
Job Branch Liaison at Wells Fargo Advisors, LLC
Industry Investment Banking
Experience
Wells Fargo Advisors, LLC March 2015 - Present
Robert W. Baird & Co. June 2011 - March 2015
Robert W. Baird & Co Inc February 2010 - June 2011
University of Cincinnati September 2008 - January 2011
ArvinMeritor, Inc March 2009 - September 2009
Skills
Microsoft Office, Social Networking, Customer Service, Marketing, Management, Interviews, Human Resources, Event Planning, Data Entry, CRM, Time Management, Administrative..., Social Media, Facebook, Teamwork
Education
University of Cincinnati 2007 — 2011
BBA, International Business
Wells Fargo Advisors, LLC March 2015 - Present
Robert W. Baird & Co. June 2011 - March 2015
Robert W. Baird & Co Inc February 2010 - June 2011
University of Cincinnati September 2008 - January 2011
ArvinMeritor, Inc March 2009 - September 2009
Skills
Microsoft Office, Social Networking, Customer Service, Marketing, Management, Interviews, Human Resources, Event Planning, Data Entry, CRM, Time Management, Administrative..., Social Media, Facebook, Teamwork
Education
University of Cincinnati 2007 — 2011
BBA, International Business
Steven Han Steven Han's Robert W. Baird & Co. Experience January 2013 - January 2013
Job Allstate Leadership Development Program
Industry Insurance
Experience
Allstate 2014 - Present
Kimberly-Clark June 2014 - August 2014
Robert W. Baird & Co. January 2013 - January 2013
Ziegler Wealth Management May 2012 - August 2012
Ozaukee Country Club June 2007 - August 2012
Skills
Microsoft Office, Teamwork, Time Management, Finance, Capital Markets, Financial Statement..., Business Valuation, International Business, Financial Analysis, Mandarin
Education
University of Wisconsin-Madison - School of Business 2012 — 2015
Bachelor of Business Administration (BBA), Finance, Investment & Banking
Tsinghua University 2013 — 2013
School of Economics & Management
Nicolet High School 2007 — 2011
Grades 9-12
Allstate 2014 - Present
Kimberly-Clark June 2014 - August 2014
Robert W. Baird & Co. January 2013 - January 2013
Ziegler Wealth Management May 2012 - August 2012
Ozaukee Country Club June 2007 - August 2012
Skills
Microsoft Office, Teamwork, Time Management, Finance, Capital Markets, Financial Statement..., Business Valuation, International Business, Financial Analysis, Mandarin
Education
University of Wisconsin-Madison - School of Business 2012 — 2015
Bachelor of Business Administration (BBA), Finance, Investment & Banking
Tsinghua University 2013 — 2013
School of Economics & Management
Nicolet High School 2007 — 2011
Grades 9-12
Jenny Fu Jenny Fu's Robert W. Baird & Co. Experience December 2014 - May 2015
Job Summer Analyst at Goldman Sachs
Industry Higher Education
Experience
UC Berkeley August 2012 - Present
Goldman Sachs May 2015 - August 2015
Robert W. Baird & Co. December 2014 - May 2015
Robert W. Baird & Co. May 2014 - January 2015
ASUC Office of the President August 2013 - May 2014
American Northwest Music School 2009 - January 2012
Skills
Piano, PowerPoint, Piano Education, Editing, Community Outreach, Microsoft Office, Piano Performance, Fundraising, Political Science, Microsoft Excel, Solo Piano, Leadership, Financial Planning, Public Speaking, Microsoft Word, Event Planning, Social Media
Education
University of California, Berkeley 2012 — 2016
International Political Economy
Hillcrest High School 2009 — 2012
UC Berkeley August 2012 - Present
Goldman Sachs May 2015 - August 2015
Robert W. Baird & Co. December 2014 - May 2015
Robert W. Baird & Co. May 2014 - January 2015
ASUC Office of the President August 2013 - May 2014
American Northwest Music School 2009 - January 2012
Skills
Piano, PowerPoint, Piano Education, Editing, Community Outreach, Microsoft Office, Piano Performance, Fundraising, Political Science, Microsoft Excel, Solo Piano, Leadership, Financial Planning, Public Speaking, Microsoft Word, Event Planning, Social Media
Education
University of California, Berkeley 2012 — 2016
International Political Economy
Hillcrest High School 2009 — 2012
Will Norris CFP® Will Norris CFP®'s Robert W. Baird & Co. Experience January 2012 - Present
Job Senior Vice President Financial Advisor Financial planning for individuals, families & businesses
Industry Financial Services
Experience
Robert W. Baird & Co. January 2012 - Present
Charles Schwab May 1999 - January 2012
Skills
Retirement Planning, Portfolio Management, Investment Strategies, Investment Advisory, Retirement, Equities, Finance, Risk Management, Fixed Income, Stock Management, Insurance, Long Term Care Insurance, Financial Advisory, Wealth Management, Investments
Education
University of Colorado at Boulder 1996 — 2000
B.A., Mathematics
Oregon City High School
Robert W. Baird & Co. January 2012 - Present
Charles Schwab May 1999 - January 2012
Skills
Retirement Planning, Portfolio Management, Investment Strategies, Investment Advisory, Retirement, Equities, Finance, Risk Management, Fixed Income, Stock Management, Insurance, Long Term Care Insurance, Financial Advisory, Wealth Management, Investments
Education
University of Colorado at Boulder 1996 — 2000
B.A., Mathematics
Oregon City High School
Thomas Cooper Johnston Thomas Cooper Johnston's Robert W. Baird & Co. Experience July 2013 - August 2013
Job Inside Sales Account Executive at Zywave
Industry Consumer Services
Experience
Zywave April 2015 - Present
Enterprise Rent-A-Car June 2014 - April 2015
J.P. Morgan January 2014 - April 2014
University of Dallas August 2013 - December 2013
Robert W. Baird & Co. July 2013 - August 2013
University of Dallas May 2013 - August 2013
First Things Foundation May 2013 - August 2013
University of Dallas August 2012 - May 2013
Business Healthcare Solutions June 2012 - July 2012
Bud Roga Property June 2011 - July 2011
Skills
Critical Thinking, PowerPoint, Public Speaking, Microsoft Excel, Editing, Microsoft Word, Teamwork, Market Research, Social Media Marketing, Photoshop, Team Leadership, Communication, Sales, Customer Service
Education
The University of Dallas 2010 — 2014
Bachelor's Degree, Business, 3.5 GPA
The Atonement Academy 2004 — 2010
Distinguished Achievement Diploma with Honors
Zywave April 2015 - Present
Enterprise Rent-A-Car June 2014 - April 2015
J.P. Morgan January 2014 - April 2014
University of Dallas August 2013 - December 2013
Robert W. Baird & Co. July 2013 - August 2013
University of Dallas May 2013 - August 2013
First Things Foundation May 2013 - August 2013
University of Dallas August 2012 - May 2013
Business Healthcare Solutions June 2012 - July 2012
Bud Roga Property June 2011 - July 2011
Skills
Critical Thinking, PowerPoint, Public Speaking, Microsoft Excel, Editing, Microsoft Word, Teamwork, Market Research, Social Media Marketing, Photoshop, Team Leadership, Communication, Sales, Customer Service
Education
The University of Dallas 2010 — 2014
Bachelor's Degree, Business, 3.5 GPA
The Atonement Academy 2004 — 2010
Distinguished Achievement Diploma with Honors
Kathleen Kavanagh Kathleen Kavanagh's Robert W. Baird & Co. Experience September 2006 - November 2006
Job Paralegal at Lyons Gaddis Kahn Hall Jeffers Dworak & Grant, PC
Industry Legal Services
Experience
Lyons Gaddis Kahn Hall Jeffers Dworak & Grant, PC January 2009 - Present
Haynes and Haynes, LLC August 2007 - January 2009
Bernard Lyons Gaddis & Kahn November 2006 - August 2007
Robert W. Baird & Co. September 2006 - November 2006
French & Stone, PC October 2003 - September 2006
Skills
Legal Writing, Litigation, Westlaw, Legal Assistance, Pleadings, Document Review, Legal Research, Trials, Litigation Support, Document Drafting, Lexis, PACER, Legal Documents, Courts, Depositions, Paralegals
Education
University of Colorado Denver
Paralegal Certificate
Scottsbluff Senior High School, Scottsbluff Nebraska 1975 — 1977
High School
Lyons Gaddis Kahn Hall Jeffers Dworak & Grant, PC January 2009 - Present
Haynes and Haynes, LLC August 2007 - January 2009
Bernard Lyons Gaddis & Kahn November 2006 - August 2007
Robert W. Baird & Co. September 2006 - November 2006
French & Stone, PC October 2003 - September 2006
Skills
Legal Writing, Litigation, Westlaw, Legal Assistance, Pleadings, Document Review, Legal Research, Trials, Litigation Support, Document Drafting, Lexis, PACER, Legal Documents, Courts, Depositions, Paralegals
Education
University of Colorado Denver
Paralegal Certificate
Scottsbluff Senior High School, Scottsbluff Nebraska 1975 — 1977
High School
Shahzad Pirvani's Robert W. Baird & Co. Experience July 2014 - Present
Job Investment Banking | Industrials at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. July 2014 - Present
Stout Risius Ross April 2014 - April 2014
Stout Risius Ross November 2013 - April 2014
FMV Opinions February 2013 - November 2013
Education
University of Georgia - Terry College of Business 2011 — 2013
Bachelor of Business Administration (B.B.A.), Finance, C.GPA: 3.93/4.0
University of Warwick - Warwick Business School 2009 — 2010
Bachelor of Science (B.Sc.) Honors, Accounting & Finance, First Class Honors [1:1] *transferred
University of Cambridge 2007 — 2009
General Certificate of Education, Advanced Level, AAAAA / UCAS Tariff: 540, C.GPA: 4.0 equiv., Breton Medal
Robert W. Baird & Co. July 2014 - Present
Stout Risius Ross April 2014 - April 2014
Stout Risius Ross November 2013 - April 2014
FMV Opinions February 2013 - November 2013
Education
University of Georgia - Terry College of Business 2011 — 2013
Bachelor of Business Administration (B.B.A.), Finance, C.GPA: 3.93/4.0
University of Warwick - Warwick Business School 2009 — 2010
Bachelor of Science (B.Sc.) Honors, Accounting & Finance, First Class Honors [1:1] *transferred
University of Cambridge 2007 — 2009
General Certificate of Education, Advanced Level, AAAAA / UCAS Tariff: 540, C.GPA: 4.0 equiv., Breton Medal
Lauren Schwieters Lauren Schwieters's Robert W. Baird & Co. Experience May 2014 - August 2014
Job Human Resources Analyst at Aon
Industry Human Resources
Experience
Aon April 2015 - Present
University of Dayton Business School April 2013 - April 2015
Robert W. Baird & Co. May 2014 - August 2014
Cielo Talent May 2013 - August 2013
University of Dayton August 2012 - May 2013
MyEndoShop January 2013 - April 2013
UD Campus Cases Co. August 2012 - April 2013
University School of Milwaukee May 2012 - August 2012
University School of Milwaukee May 2012 - August 2012
Sendik's Food Market January 2009 - October 2011
Skills
Management, Event Planning, Public Speaking, Marketing Communications, Microsoft Office, Nonprofits, Social Media Marketing, PowerPoint, Higher Education, Teaching, Entrepreneurship, Recruiting, Staff Development, Microsoft Excel, Time Management, Social Media, Leadership
Education
University of Dayton 2011 — 2015
Bachelors of Science in Business Administration, International Business Management, Human Resources emphasis
University School of Milwaukee 1994 — 2011
Aon April 2015 - Present
University of Dayton Business School April 2013 - April 2015
Robert W. Baird & Co. May 2014 - August 2014
Cielo Talent May 2013 - August 2013
University of Dayton August 2012 - May 2013
MyEndoShop January 2013 - April 2013
UD Campus Cases Co. August 2012 - April 2013
University School of Milwaukee May 2012 - August 2012
University School of Milwaukee May 2012 - August 2012
Sendik's Food Market January 2009 - October 2011
Skills
Management, Event Planning, Public Speaking, Marketing Communications, Microsoft Office, Nonprofits, Social Media Marketing, PowerPoint, Higher Education, Teaching, Entrepreneurship, Recruiting, Staff Development, Microsoft Excel, Time Management, Social Media, Leadership
Education
University of Dayton 2011 — 2015
Bachelors of Science in Business Administration, International Business Management, Human Resources emphasis
University School of Milwaukee 1994 — 2011
Andy Ladd, CFP® Andy Ladd, CFP®'s Robert W. Baird & Co. Experience August 2014 - Present
Job Financial Advisor at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. August 2014 - Present
Wells Fargo Advisors June 2003 - August 2014
Skills
Investments, Retirement Planning, Strategic Financial..., Wealth Management, Series 7, Portfolio Management, Asset Allocation, Asset Management, Equities, Finance, Financial Analysis, Financial Modeling, Financial Planning, Investment Strategies
Education
The University of Texas at Austin 1998 — 2002
Robert W. Baird & Co. August 2014 - Present
Wells Fargo Advisors June 2003 - August 2014
Skills
Investments, Retirement Planning, Strategic Financial..., Wealth Management, Series 7, Portfolio Management, Asset Allocation, Asset Management, Equities, Finance, Financial Analysis, Financial Modeling, Financial Planning, Investment Strategies
Education
The University of Texas at Austin 1998 — 2002
Alex Alcaine's Robert W. Baird & Co. Experience May 2014 - August 2014
Job Analyst at IRR Corporate & Public Finance
Industry Real Estate
Experience
Integra Realty Resources February 2015 - Present
Robert W. Baird & Co. May 2014 - August 2014
Keller, Craig & Associates, Inc October 2013 - May 2014
Robert W. Baird & Co. June 2008 - August 2011
Skills
Microsoft Excel, Market Research, Finance, Economics, Leadership, Teamwork, Portfolio Management, Financial Modeling, Argus Modeling, Bloomberg, Visual Basic, Microsoft Office, Capital IQ
Education
The University of Kansas 2011 — 2015
Bachelor of Science (B.S.), Finance
Integra Realty Resources February 2015 - Present
Robert W. Baird & Co. May 2014 - August 2014
Keller, Craig & Associates, Inc October 2013 - May 2014
Robert W. Baird & Co. June 2008 - August 2011
Skills
Microsoft Excel, Market Research, Finance, Economics, Leadership, Teamwork, Portfolio Management, Financial Modeling, Argus Modeling, Bloomberg, Visual Basic, Microsoft Office, Capital IQ
Education
The University of Kansas 2011 — 2015
Bachelor of Science (B.S.), Finance
Zachary Pedigo, CFA Zachary Pedigo, CFA's Robert W. Baird & Co. Experience 2001 - 2003
Job Vice President, Investment Portfolio Manager at SunTrust Bank
Industry Investment Management
Experience
SunTrust Bank August 2014 - Present
U.S. Trust April 2008 - August 2014
A.G. Edwards 2004 - 2007
YieldQuest Investment Group 2003 - 2004
Robert W. Baird & Co. 2001 - 2003
Skills
Investments, Portfolio Management, Asset Allocation, Finance, Asset Management
Education
The University of Georgia 1995 — 2000
Bachelor of Science (BS), Psychology
CFA Institute
CFA Charterholder
College for Financial Planning 2004 — 2005
Accredited Asset Management Specialist (AAMS)
SunTrust Bank August 2014 - Present
U.S. Trust April 2008 - August 2014
A.G. Edwards 2004 - 2007
YieldQuest Investment Group 2003 - 2004
Robert W. Baird & Co. 2001 - 2003
Skills
Investments, Portfolio Management, Asset Allocation, Finance, Asset Management
Education
The University of Georgia 1995 — 2000
Bachelor of Science (BS), Psychology
CFA Institute
CFA Charterholder
College for Financial Planning 2004 — 2005
Accredited Asset Management Specialist (AAMS)
Alexander Mergard's Robert W. Baird & Co. Experience May 2013 - August 2013
Job Investment Banking Analyst at J.P. Morgan Securities, LLC
Industry Investment Banking
Experience
J.P. Morgan September 2014 - Present
Robert W. Baird & Co. May 2013 - August 2013
University of Cincinnati Chief Investment Office September 2011 - April 2013
American Financial Group, Inc. May 2011 - September 2012
Fund Evaluation Group June 2012 - August 2012
Skills
Financial Modeling, Financial Analysis, Portfolio Management, Asset Allocation, Economic Modeling, Risk Management, Due Diligence, Team Leadership, Mentoring, Performance Measurement, Research, Asset Management, Valuation, Equities, Leadership, Quantitative Analytics, Access, Bloomberg, Corporate Finance, Investment Research, Time Management, Bloomberg Terminal, Hedge Funds, R, Investment Performance, Alternative Investments, Fixed Income, Forecasting
Education
University of Cincinnati 2010 — 2014
B.B.A. in Finance, B.A. in Economics, 3.98
CFA Institute
J.P. Morgan September 2014 - Present
Robert W. Baird & Co. May 2013 - August 2013
University of Cincinnati Chief Investment Office September 2011 - April 2013
American Financial Group, Inc. May 2011 - September 2012
Fund Evaluation Group June 2012 - August 2012
Skills
Financial Modeling, Financial Analysis, Portfolio Management, Asset Allocation, Economic Modeling, Risk Management, Due Diligence, Team Leadership, Mentoring, Performance Measurement, Research, Asset Management, Valuation, Equities, Leadership, Quantitative Analytics, Access, Bloomberg, Corporate Finance, Investment Research, Time Management, Bloomberg Terminal, Hedge Funds, R, Investment Performance, Alternative Investments, Fixed Income, Forecasting
Education
University of Cincinnati 2010 — 2014
B.B.A. in Finance, B.A. in Economics, 3.98
CFA Institute
T. Michael Cray Jr.'s Robert W. Baird & Co. Experience July 2013 - Present
Job Senior Analyst, Investment Banking at Robert W. Baird
Industry Investment Banking
Experience
Robert W. Baird & Co. July 2013 - Present
The University of Kansas 2009 - 2013
Great Range Capital May 2012 - August 2012
CIMBA January 2012 - May 2012
Skills
Finance, Microsoft Excel, Microsoft Word, PowerPoint, Financial Modeling, Valuation, Private Equity, Equity Research
Education
University of Kansas 2009 — 2013
Bachelor of Science (BS), Finance
Shawnee Mission East High School 2005 — 2009
Robert W. Baird & Co. July 2013 - Present
The University of Kansas 2009 - 2013
Great Range Capital May 2012 - August 2012
CIMBA January 2012 - May 2012
Skills
Finance, Microsoft Excel, Microsoft Word, PowerPoint, Financial Modeling, Valuation, Private Equity, Equity Research
Education
University of Kansas 2009 — 2013
Bachelor of Science (BS), Finance
Shawnee Mission East High School 2005 — 2009
Scott Bartosh's Robert W. Baird & Co. Experience July 2013 - Present
Job Financial Advisor, The Ashcroft Pesek Group at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. July 2013 - Present
Wells Fargo Advisors, LLC January 2013 - July 2013
Education
Tulane University 2005 — 2009
Bachelor of Science in Management, Finance
Robert W. Baird & Co. July 2013 - Present
Wells Fargo Advisors, LLC January 2013 - July 2013
Education
Tulane University 2005 — 2009
Bachelor of Science in Management, Finance
Steve Phillips, CFA Steve Phillips, CFA's Robert W. Baird & Co. Experience 2012 - Present
Job Financial Advisor at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. 2012 - Present
J.P. Morgan Securities LLC 2002 - 2012
Nordea 1996 - 2002
ING August 1992 - January 1996
Education
The University of Texas at Austin 1985 — 1987
Master of Business Administration (MBA), Accounting and Finance
University of Mississippi 1975 — 1979
Bachelor of Science (B.S.), Geology
Jesuit College Preparatory High School 1971 — 1975
Robert W. Baird & Co. 2012 - Present
J.P. Morgan Securities LLC 2002 - 2012
Nordea 1996 - 2002
ING August 1992 - January 1996
Education
The University of Texas at Austin 1985 — 1987
Master of Business Administration (MBA), Accounting and Finance
University of Mississippi 1975 — 1979
Bachelor of Science (B.S.), Geology
Jesuit College Preparatory High School 1971 — 1975
Joe Grabowski, CFA Joe Grabowski, CFA's Robert W. Baird & Co. Experience May 2013 - Present
Job Senior Research Associate at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. May 2013 - Present
Wells Capital Management January 2004 - April 2013
Wells Capital Management June 2002 - December 2003
Sears, Roebuck and Co. January 2000 - May 2002
Sears, Roebuck and Co. January 1999 - December 1999
Sears, Roebuck and Co. January 1996 - December 1998
Sears, Roebuck and Co. June 1993 - December 1995
Caterpillar Inc. June 1988 - May 1993
Skills
Equities, Portfolio Management, Asset Allocation, Equity Research, Asset Management, Financial Modeling, Valuation, Investments, Financial Analysis, Finance, Series 7
Education
University of Chicago GSB 1990 — 1993
Master of Business Administration (MBA), Finance, General
University of Illinois at Urbana-Champaign 1984 — 1988
Bachelor of Science (BS), Industrial Engineering
Robert W. Baird & Co. May 2013 - Present
Wells Capital Management January 2004 - April 2013
Wells Capital Management June 2002 - December 2003
Sears, Roebuck and Co. January 2000 - May 2002
Sears, Roebuck and Co. January 1999 - December 1999
Sears, Roebuck and Co. January 1996 - December 1998
Sears, Roebuck and Co. June 1993 - December 1995
Caterpillar Inc. June 1988 - May 1993
Skills
Equities, Portfolio Management, Asset Allocation, Equity Research, Asset Management, Financial Modeling, Valuation, Investments, Financial Analysis, Finance, Series 7
Education
University of Chicago GSB 1990 — 1993
Master of Business Administration (MBA), Finance, General
University of Illinois at Urbana-Champaign 1984 — 1988
Bachelor of Science (BS), Industrial Engineering
Shivam Potdar Shivam Potdar's Robert W. Baird & Co. Experience July 2014 - Present
Job Investment Banking Associate at Robert W. Baird & Co.
Industry Investment Banking
Experience
Robert W. Baird & Co. July 2014 - Present
Bradford Allen Capital, Affiliate of Guggenheim Partners May 2012 - June 2014
Walton Street Capital October 2008 - May 2012
RSM McGladrey January 2006 - October 2008
Skills
Accounting, Financial Analysis, Forecasting, Budgeting, Tax, Audit, Auditing, Cash Flow, Due Diligence, Real Estate, Financial Modeling, Asset Management, Mergers, Financial Reporting, Valuation, Excel, PowerPoint, Corporate Finance, Word, Strategic Planning, Microsoft Office, Investments, Private Equity, Financial Accounting, Negotiation, Quickbooks, Business Strategy, Entrepreneurship, Portfolio Management, Financial Planning, Analysis, Process Improvement, Banking, Equities, Microsoft Excel, Microsoft Word, Commercial Real Estate, Finance, GAAP, SEC filings, Strategic Financial..., Internal Controls, US GAAP, Mergers & Acquisitions, Financial Statements, Investment Banking, Real Estate Economics, CPA, Financial Risk, Management
Education
The University of Chicago - Booth School of Business 2010 — 2013
MBA, Accounting & Finance
University of Illinois 2003 — 2005
Bachelors of Science, Accounting
Glenbard North High School
Robert W. Baird & Co. July 2014 - Present
Bradford Allen Capital, Affiliate of Guggenheim Partners May 2012 - June 2014
Walton Street Capital October 2008 - May 2012
RSM McGladrey January 2006 - October 2008
Skills
Accounting, Financial Analysis, Forecasting, Budgeting, Tax, Audit, Auditing, Cash Flow, Due Diligence, Real Estate, Financial Modeling, Asset Management, Mergers, Financial Reporting, Valuation, Excel, PowerPoint, Corporate Finance, Word, Strategic Planning, Microsoft Office, Investments, Private Equity, Financial Accounting, Negotiation, Quickbooks, Business Strategy, Entrepreneurship, Portfolio Management, Financial Planning, Analysis, Process Improvement, Banking, Equities, Microsoft Excel, Microsoft Word, Commercial Real Estate, Finance, GAAP, SEC filings, Strategic Financial..., Internal Controls, US GAAP, Mergers & Acquisitions, Financial Statements, Investment Banking, Real Estate Economics, CPA, Financial Risk, Management
Education
The University of Chicago - Booth School of Business 2010 — 2013
MBA, Accounting & Finance
University of Illinois 2003 — 2005
Bachelors of Science, Accounting
Glenbard North High School
Brandon Zureick, CFA Brandon Zureick, CFA's Robert W. Baird & Co. Experience June 2009 - June 2011
Job Fixed Income Portfolio Manager / Strategist at Johnson Investment Counsel
Industry Investment Management
Experience
Johnson Investment Counsel November 2014 - Present
Johnson Investment Counsel June 2011 - Present
Robert W. Baird & Co. June 2009 - June 2011
Skills
Bloomberg, Fixed Income, Portfolio Management, Investments, VBA
Education
University of Cincinnati 2004 — 2008
Bachelors, Finance
Johnson Investment Counsel November 2014 - Present
Johnson Investment Counsel June 2011 - Present
Robert W. Baird & Co. June 2009 - June 2011
Skills
Bloomberg, Fixed Income, Portfolio Management, Investments, VBA
Education
University of Cincinnati 2004 — 2008
Bachelors, Finance
Daniel Palm Daniel Palm's Robert W. Baird & Co. Experience May 2003 - Present
Job Financial Advisor, CFP® at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. May 2003 - Present
Skills
Investments, Retirement Planning, Estate Tax Planning, Tax Planning, Equities, Fixed Income, Separately Managed..., Mutual Funds, ETFs, Private Equity, 529 Plans, Life Insurance, Business Planning, 401k Rollovers, Variable Annuities, Indexed Annuities, Fixed Annuities
Education
University of Colorado at Boulder 2001 — 2005
Bachelor of Business Administration (BBA), Finance, General
Robert W. Baird & Co. May 2003 - Present
Skills
Investments, Retirement Planning, Estate Tax Planning, Tax Planning, Equities, Fixed Income, Separately Managed..., Mutual Funds, ETFs, Private Equity, 529 Plans, Life Insurance, Business Planning, 401k Rollovers, Variable Annuities, Indexed Annuities, Fixed Annuities
Education
University of Colorado at Boulder 2001 — 2005
Bachelor of Business Administration (BBA), Finance, General
Emily Gibson Emily Gibson's Robert W. Baird & Co. Experience June 2010 - August 2010
Job
Industry Human Resources
Experience
Uline April 2013 - Present
Form and Fitness February 2013 - April 2013
UW-Eau Claire August 2010 - December 2012
UW-Eau Claire October 2009 - December 2012
University of Wisconsin-Eau Claire June 2012 - August 2012
Chippewa Valley Church June 2011 - August 2011
Robert W. Baird & Co. June 2010 - August 2010
Chautauqua Institution June 2009 - August 2009
Skills
Microsoft Office, Photoshop, Audacity, Outlook Express, Mac OS X, InDesign, Final Cut Express, Microsoft Excel, BrassRing, Microsoft Word, PowerPoint, Outlook, Event Planning, Interviews, Training, Recruiting, Spanish, Community Outreach, Teamwork, Communication, OS X, Human Resources, Time Management, Leadership, Customer Service, Public Speaking
Education
University of Wisconsin-Eau Claire 2008 — 2012
BA
Universidad de Valladolid 2011 — 2011
Estudios para extranjeros (foreign studies)
Uline April 2013 - Present
Form and Fitness February 2013 - April 2013
UW-Eau Claire August 2010 - December 2012
UW-Eau Claire October 2009 - December 2012
University of Wisconsin-Eau Claire June 2012 - August 2012
Chippewa Valley Church June 2011 - August 2011
Robert W. Baird & Co. June 2010 - August 2010
Chautauqua Institution June 2009 - August 2009
Skills
Microsoft Office, Photoshop, Audacity, Outlook Express, Mac OS X, InDesign, Final Cut Express, Microsoft Excel, BrassRing, Microsoft Word, PowerPoint, Outlook, Event Planning, Interviews, Training, Recruiting, Spanish, Community Outreach, Teamwork, Communication, OS X, Human Resources, Time Management, Leadership, Customer Service, Public Speaking
Education
University of Wisconsin-Eau Claire 2008 — 2012
BA
Universidad de Valladolid 2011 — 2011
Estudios para extranjeros (foreign studies)
Robert Rosenfeld Robert Rosenfeld's Robert W. Baird & Co. Experience May 2012 - Present
Job Inv Banking at Robert W. Baird Consumer
Industry Banking
Experience
Robert W. Baird & Co. May 2012 - Present
BMO Capital Markets July 2006 - May 2012
General Mills June 2005 - August 2005
Cap Gemini (formerly Ernst & Young) June 1994 - June 2004
Skills
Financial Modeling, Due Diligence, Valuation, Investment Banking, Financial Analysis, Corporate Finance, Mergers, Capital Markets, Business Strategy, Investments, Business Planning, Management Consulting, Corporate Development, Business Valuation, Equities, Finance, LBO, Management, Mergers, Private Equity, Strategy
Education
The University of Chicago Booth School of Business 2004 — 2006
MBA, Finance and Accounting
Deerfield High School
Ecole Supérieure de Commerce de Paris (ESCP-EAP)
1-year program, International Business
Washington University in St. Louis - Olin Business School
Robert W. Baird & Co. May 2012 - Present
BMO Capital Markets July 2006 - May 2012
General Mills June 2005 - August 2005
Cap Gemini (formerly Ernst & Young) June 1994 - June 2004
Skills
Financial Modeling, Due Diligence, Valuation, Investment Banking, Financial Analysis, Corporate Finance, Mergers, Capital Markets, Business Strategy, Investments, Business Planning, Management Consulting, Corporate Development, Business Valuation, Equities, Finance, LBO, Management, Mergers, Private Equity, Strategy
Education
The University of Chicago Booth School of Business 2004 — 2006
MBA, Finance and Accounting
Deerfield High School
Ecole Supérieure de Commerce de Paris (ESCP-EAP)
1-year program, International Business
Washington University in St. Louis - Olin Business School
Mary Strickland, CFP Mary Strickland, CFP's Robert W. Baird & Co. Experience October 2009 - Present
Job Financial Planner, VP, R.W. Baird, Women and Money, SRI investing, World Explorer
Industry Financial Services
Experience
Robert W. Baird & Co. October 2009 - Present
Morgan Stanley Smith Barney August 1994 - October 2009
Wisconsin Dept. of Commerce 1984 - 1994
Skills
Retirement Planning, Socially Responsible..., Women investors, Public Speaking, Strategic Planning, Finance, Investments, Financial Planning, Retirement, Nonprofits, Fundraising, Management, Leadership
Education
University of Dayton
BA, Political Science
University of Wisconsin-Madison
MBA, Finance
Robert W. Baird & Co. October 2009 - Present
Morgan Stanley Smith Barney August 1994 - October 2009
Wisconsin Dept. of Commerce 1984 - 1994
Skills
Retirement Planning, Socially Responsible..., Women investors, Public Speaking, Strategic Planning, Finance, Investments, Financial Planning, Retirement, Nonprofits, Fundraising, Management, Leadership
Education
University of Dayton
BA, Political Science
University of Wisconsin-Madison
MBA, Finance
Andrea Jorgensen Andrea Jorgensen's Robert W. Baird & Co. Experience March 2013 - Present
Job
Industry
Experience
Robert W. Baird & Co. March 2013 - Present
Oscar de la Renta November 2010 - September 2011
Carolina Herrera January 2010 - August 2010
eBags May 2009 - September 2009
Education
University of Denver 2006 — 2009
Bachelor of Science (BS), Marketing
Robert W. Baird & Co. March 2013 - Present
Oscar de la Renta November 2010 - September 2011
Carolina Herrera January 2010 - August 2010
eBags May 2009 - September 2009
Education
University of Denver 2006 — 2009
Bachelor of Science (BS), Marketing
Robyne Chaconas Robyne Chaconas's Robert W. Baird & Co. Experience
Job Financial Advisor at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co.
Skills
Investments, Series 7, Estate Planning, Saving for Education, Insurance, Uniform Combined State...
Education
University of Baltimore 1998 — 2000
University of Maryland College Park 1993 — 1997
Robert W. Baird & Co.
Skills
Investments, Series 7, Estate Planning, Saving for Education, Insurance, Uniform Combined State...
Education
University of Baltimore 1998 — 2000
University of Maryland College Park 1993 — 1997
Tom Baldinette Tom Baldinette's Robert W. Baird & Co. Experience June 1989 - January 1997
Job Agent
Industry Insurance
Experience
LTC Financial Partners 2010 - Present
UBS March 2007 - June 2008
Robert W. Baird & Co. June 1989 - January 1997
Northwestern Mutual Financial Services January 1989 - January 1997
Lord & Taylor January 1983 - June 1987
Skills
Small Business, Non-profits, Long Term Care, Insurance, Retirement Planning, Employee Benefits, Long-term Care
Education
University of Bridgeport
B.S., School of Business
LTC Financial Partners 2010 - Present
UBS March 2007 - June 2008
Robert W. Baird & Co. June 1989 - January 1997
Northwestern Mutual Financial Services January 1989 - January 1997
Lord & Taylor January 1983 - June 1987
Skills
Small Business, Non-profits, Long Term Care, Insurance, Retirement Planning, Employee Benefits, Long-term Care
Education
University of Bridgeport
B.S., School of Business
P. Andrew Robinson, CFP®'s Robert W. Baird & Co. Experience June 2013 - Present
Job Financial Advisor at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. June 2013 - Present
Fidelity Investments May 2012 - May 2013
Fidelity Investments January 2011 - December 2011
Education
The University of Texas at Arlington - College of Business Administration 2009 — 2010
Bachelor of Business Administration (BBA), Finance, General, Cum Laude
University of South Florida 2008 — 2008
Finance, General
Paris Junior College 2006 — 2008
Robert W. Baird & Co. June 2013 - Present
Fidelity Investments May 2012 - May 2013
Fidelity Investments January 2011 - December 2011
Education
The University of Texas at Arlington - College of Business Administration 2009 — 2010
Bachelor of Business Administration (BBA), Finance, General, Cum Laude
University of South Florida 2008 — 2008
Finance, General
Paris Junior College 2006 — 2008
Courtney Guidera Courtney Guidera's Robert W. Baird & Co. Experience August 2011 - November 2011
Job Director of Business Development at Carlson Wagonlit Travel
Industry Leisure, Travel & Tourism
Experience
Carlson Wagonlit Travel July 2015 - Present
Direct Travel June 2013 - June 2015
PHH Arval August 2011 - June 2013
Robert W. Baird & Co. August 2011 - November 2011
ProfitComm Telecommunications June 2008 - August 2011
Skills
Team Leadership, Entrepreneurship, Highly Dedicated, Adaptability, Social Media, Sales, Time Management, Account Management, Leadership, Salesforce.com, New Business Development, Marketing, Customer Service, Teamwork, Social Media Marketing, Strategic Planning, Microsoft Excel, Business Development, Management, Sales Management, Event Planning, Team Building, Customer Relations
Education
Towson University 2007 — 2011
Bachelor of Business Administration (B.B.A.), Entrepreneurship/Entrepreneurial Studies
Notre Dame Prep 2004 — 2007
Carlson Wagonlit Travel July 2015 - Present
Direct Travel June 2013 - June 2015
PHH Arval August 2011 - June 2013
Robert W. Baird & Co. August 2011 - November 2011
ProfitComm Telecommunications June 2008 - August 2011
Skills
Team Leadership, Entrepreneurship, Highly Dedicated, Adaptability, Social Media, Sales, Time Management, Account Management, Leadership, Salesforce.com, New Business Development, Marketing, Customer Service, Teamwork, Social Media Marketing, Strategic Planning, Microsoft Excel, Business Development, Management, Sales Management, Event Planning, Team Building, Customer Relations
Education
Towson University 2007 — 2011
Bachelor of Business Administration (B.B.A.), Entrepreneurship/Entrepreneurial Studies
Notre Dame Prep 2004 — 2007
Richard Crawford Richard Crawford's Robert W. Baird & Co. Experience February 2011 - Present
Job Sr. Vice President / Financial Advisor at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. February 2011 - Present
Morgan Stanley March 2001 - February 2011
RBC Wealth Management January 1976 - March 2001
Skills
Wealth Management, Retirement Planning, Asset Management
Education
The University of South Dakota 1979 — 1982
Master of Business Administration (MBA)
Wartburg College 1969 — 1971
Business Administration and Business Education
Robert W. Baird & Co. February 2011 - Present
Morgan Stanley March 2001 - February 2011
RBC Wealth Management January 1976 - March 2001
Skills
Wealth Management, Retirement Planning, Asset Management
Education
The University of South Dakota 1979 — 1982
Master of Business Administration (MBA)
Wartburg College 1969 — 1971
Business Administration and Business Education
Charles Cairns Charles Cairns's Robert W. Baird & Co. Experience September 1988 - Present
Job Senior Vice President at Robert W. Baird & Co.
Industry
Experience
Robert W. Baird & Co. September 1988 - Present
Education
University of Colorado Boulder 1974 — 1979
Bachelor of Business Administration (B.B.A.), International Marketing
Robert W. Baird & Co. September 1988 - Present
Education
University of Colorado Boulder 1974 — 1979
Bachelor of Business Administration (B.B.A.), International Marketing
Robert Bamberger's Robert W. Baird & Co. Experience June 2015 - Present
Job Equity Research Summer Analyst at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. June 2015 - Present
State of Wisconsin Investment Board June 2014 - August 2014
Delta Partners Ltd. June 2013 - July 2013
Vascular Therapies June 2012 - August 2012
Private Golf Lessons June 2010 - August 2011
Skills
Microsoft Excel, Research, Investments, Valuation, PowerPoint, Economics, Financial Statement..., Venture Capital, Capital Markets, Investment Banking, Financial Analysis, Business Valuation, Equity Research, Entrepreneurship, Financial Modeling
Education
University of Wisconsin-Madison 2014 — 2016
Master’s Degree, Applied Security Analysis Program
University of Wisconsin-Madison 2011 — 2015
Bachelor of Science (BS), Finance, Investment & Banking
University College Dublin 2013 — 2013
International Business/Trade/Commerce
Robert W. Baird & Co. June 2015 - Present
State of Wisconsin Investment Board June 2014 - August 2014
Delta Partners Ltd. June 2013 - July 2013
Vascular Therapies June 2012 - August 2012
Private Golf Lessons June 2010 - August 2011
Skills
Microsoft Excel, Research, Investments, Valuation, PowerPoint, Economics, Financial Statement..., Venture Capital, Capital Markets, Investment Banking, Financial Analysis, Business Valuation, Equity Research, Entrepreneurship, Financial Modeling
Education
University of Wisconsin-Madison 2014 — 2016
Master’s Degree, Applied Security Analysis Program
University of Wisconsin-Madison 2011 — 2015
Bachelor of Science (BS), Finance, Investment & Banking
University College Dublin 2013 — 2013
International Business/Trade/Commerce
Rebecca Tenges Rebecca Tenges's Robert W. Baird & Co. Experience 1988 - 2001
Job Owner at Equine BodyWorks LLC
Industry
Experience
Equine BodyWorks LLC July 2012 - Present
Masterson Equine Services 2012 - Present
United Infrared, Inc 2012 - 2013
Robert W. Baird & Co. 1988 - 2001
Goldman Sachs 1985 - 1987
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, Research, Teaching, Public Speaking, Strategic Planning, Negotiation, Sports, Horses, Sales, Wellness, Equestrian, Social Media Marketing, Marketing
Education
UC Davis 1979 — 1984
Bachelor of Science (BS), Agricultural & Managerial Economics
Orange Glen High School 1974 — 1979
Equine BodyWorks LLC July 2012 - Present
Masterson Equine Services 2012 - Present
United Infrared, Inc 2012 - 2013
Robert W. Baird & Co. 1988 - 2001
Goldman Sachs 1985 - 1987
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, Research, Teaching, Public Speaking, Strategic Planning, Negotiation, Sports, Horses, Sales, Wellness, Equestrian, Social Media Marketing, Marketing
Education
UC Davis 1979 — 1984
Bachelor of Science (BS), Agricultural & Managerial Economics
Orange Glen High School 1974 — 1979
Dan Holzrichter Dan Holzrichter's Robert W. Baird & Co. Experience February 2011 - Present
Job Senior VP, Wealth Management
Industry Financial Services
Experience
Robert W. Baird & Co. February 2011 - Present
Morgan Stanley Smith Barney March 2001 - February 2011
Dain Raucher August 1991 - March 2001
US Marine Corps May 1985 - August 1991
Skills
Retirement Planning, Wealth Management..., Asset Management, Wealth Management, Series 7, Asset Allocation, Series 63, Mutual Funds, Investment Advisory, Estate Planning, Alternative Investments
Education
United States Naval Academy 1981 — 1985
BS, Political Science
North High School
Robert W. Baird & Co. February 2011 - Present
Morgan Stanley Smith Barney March 2001 - February 2011
Dain Raucher August 1991 - March 2001
US Marine Corps May 1985 - August 1991
Skills
Retirement Planning, Wealth Management..., Asset Management, Wealth Management, Series 7, Asset Allocation, Series 63, Mutual Funds, Investment Advisory, Estate Planning, Alternative Investments
Education
United States Naval Academy 1981 — 1985
BS, Political Science
North High School
Andrew Atkinson Andrew Atkinson's Robert W. Baird & Co. Experience April 2013 - Present
Job Financial Advisor at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. April 2013 - Present
Education
The University of Texas at Austin 1999 — 2003
Sociology & Minor in Business Foundations
Robert W. Baird & Co. April 2013 - Present
Education
The University of Texas at Austin 1999 — 2003
Sociology & Minor in Business Foundations
Kolbe Murray's Robert W. Baird & Co. Experience May 2015 - August 2015
Job President at Krehbiel Scholarship Hall
Industry Banking
Experience
The University of Kansas August 2015 - Present
The University of Kansas January 2015 - Present
Krehbiel Scholarship Hall May 2014 - Present
Robert W. Baird & Co. May 2015 - August 2015
The University of Kansas May 2014 - May 2015
Skills
Microsoft Office, PowerPoint, Teamwork, Microsoft Word, Valuation
Education
University of Kansas 2013 — 2017
Finance, General
Free State High School 2011 — 2013
high school
The University of Kansas August 2015 - Present
The University of Kansas January 2015 - Present
Krehbiel Scholarship Hall May 2014 - Present
Robert W. Baird & Co. May 2015 - August 2015
The University of Kansas May 2014 - May 2015
Skills
Microsoft Office, PowerPoint, Teamwork, Microsoft Word, Valuation
Education
University of Kansas 2013 — 2017
Finance, General
Free State High School 2011 — 2013
high school
Ariel Anaya's Robert W. Baird & Co. Experience May 2011 - August 2011
Job Real Estate Analyst at J.P. Morgan Asset Management
Industry Investment Management
Experience
J.P. Morgan Asset Management April 2014 - Present
J.P. Morgan January 2013 - April 2014
GLL Real Estate Partners June 2012 - November 2012
University of Central Florida Business Incubator January 2012 - May 2012
New Hope for Kids August 2011 - December 2011
Marcus & Millichap September 2011 - November 2011
Robert W. Baird & Co. May 2011 - August 2011
Scottrade August 2010 - May 2011
Skills
Financial Modeling, Valuation, Bloomberg, Finance, Financial Analysis, Equities, Investments, Capital Markets, Derivatives, Financial Markets, Portfolio Management, Corporate Finance, Equity Research, Banking, Credit, Mutual Funds, Statistical Modeling, Predictive Analytics, Sales Presentations, Business Relationship..., Commercial Real Estate..., Commercial Real Estate, Asset Management, Multivariate Analysis, Linear Regression, Real Estate Acquisitions, CoStar
Education
University of Central Florida 2009 — 2012
Bachelor of Science, Finance
Olympia High School 2006 — 2007
Mercersburg Academy 2005 — 2006
Trinity Prep 2004 — 2005
J.P. Morgan Asset Management April 2014 - Present
J.P. Morgan January 2013 - April 2014
GLL Real Estate Partners June 2012 - November 2012
University of Central Florida Business Incubator January 2012 - May 2012
New Hope for Kids August 2011 - December 2011
Marcus & Millichap September 2011 - November 2011
Robert W. Baird & Co. May 2011 - August 2011
Scottrade August 2010 - May 2011
Skills
Financial Modeling, Valuation, Bloomberg, Finance, Financial Analysis, Equities, Investments, Capital Markets, Derivatives, Financial Markets, Portfolio Management, Corporate Finance, Equity Research, Banking, Credit, Mutual Funds, Statistical Modeling, Predictive Analytics, Sales Presentations, Business Relationship..., Commercial Real Estate..., Commercial Real Estate, Asset Management, Multivariate Analysis, Linear Regression, Real Estate Acquisitions, CoStar
Education
University of Central Florida 2009 — 2012
Bachelor of Science, Finance
Olympia High School 2006 — 2007
Mercersburg Academy 2005 — 2006
Trinity Prep 2004 — 2005
JR Amato JR Amato's Robert W. Baird & Co. Experience May 2011 - August 2011
Job Used Car Manager at Amato Automotive Group
Industry Accounting
Experience
Amato Automotive Group June 2012 - Present
Buffalo Style T-Shirt August 2010 - November 2012
Robert W. Baird & Co. May 2011 - August 2011
Preferred Credit Corporation May 2010 - September 2010
Skills
Sales, Finance, Microsoft Excel, Microsoft Office, Customer Service, PowerPoint, Social Media, Financial Risk, Social Media Marketing, Account Management, Inventory Management, Customer Satisfaction, Cash Flow, Management, Advertising, Microsoft Word, Marketing Strategy, Sales Operations, Team Building, Sales Management
Education
University of Colorado at Boulder - Leeds School of Business 2009 — 2013
BS, Business Administration, Accounting
University of Colorado 2008 — 2012
Bachelors of Business Administration, Accounting
Brookfield East
Amato Automotive Group June 2012 - Present
Buffalo Style T-Shirt August 2010 - November 2012
Robert W. Baird & Co. May 2011 - August 2011
Preferred Credit Corporation May 2010 - September 2010
Skills
Sales, Finance, Microsoft Excel, Microsoft Office, Customer Service, PowerPoint, Social Media, Financial Risk, Social Media Marketing, Account Management, Inventory Management, Customer Satisfaction, Cash Flow, Management, Advertising, Microsoft Word, Marketing Strategy, Sales Operations, Team Building, Sales Management
Education
University of Colorado at Boulder - Leeds School of Business 2009 — 2013
BS, Business Administration, Accounting
University of Colorado 2008 — 2012
Bachelors of Business Administration, Accounting
Brookfield East
Ghansham Panjabi Ghansham Panjabi's Robert W. Baird & Co. Experience April 2009 - Present
Job Senior Research Analyst at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. April 2009 - Present
Wachovia, A Wells Fargo Company 2005 - 2009
Lehman Brothers 1999 - 2005
Skills
Valuation, Research, Hedge Funds, Financial Modeling, Equities, Capital Markets, Equity Research
Education
University of California, Davis 1995 — 1999
PhD, Chemical Engineering
University of California, Davis 1995 — 1999
M.S., Economics
University of Washington 1991 — 1995
B.S., Chemical Engineering
Robert W. Baird & Co. April 2009 - Present
Wachovia, A Wells Fargo Company 2005 - 2009
Lehman Brothers 1999 - 2005
Skills
Valuation, Research, Hedge Funds, Financial Modeling, Equities, Capital Markets, Equity Research
Education
University of California, Davis 1995 — 1999
PhD, Chemical Engineering
University of California, Davis 1995 — 1999
M.S., Economics
University of Washington 1991 — 1995
B.S., Chemical Engineering
Dana Rosenthal's Robert W. Baird & Co. Experience January 2003 - March 2004
Job Senior Administrative Assistant at Wells Fargo Advantage Funds
Industry Investment Management
Experience
Wells Fargo Asset Management August 2013 - Present
GE Healthcare June 2012 - August 2013
Stark Investments June 2004 - April 2012
Robert W. Baird & Co. January 2003 - March 2004
Wells Fargo Private Client Services November 1999 - January 2003
Piper Jaffray January 1995 - November 1999
Skills
Event Planning, Investments, Recruiting, Financial Analysis, Sales, Strategic Planning, Human Resources, Management, Office Management, Customer Service, Team Building, Portfolio Management, Time Management, Hedge Funds, Outlook, Financial Services, Project Management, Project Planning, Trading, Event Management, Finance, Bloomberg, Risk Management, Equities, Strategy, Asset Management, Financial Modeling, Options, Analysis, Accounting, Interviews, Training, Securities, Leadership, Process Improvement, Private Equity, Mergers & Acquisitions, Business Development, Microsoft Excel, Due Diligence, Valuation, Administration, Budgets, Investor Relations
Education
University of Kansas 1989 — 1993
Art and Design
Breck School 1985 — 1989
Wells Fargo Asset Management August 2013 - Present
GE Healthcare June 2012 - August 2013
Stark Investments June 2004 - April 2012
Robert W. Baird & Co. January 2003 - March 2004
Wells Fargo Private Client Services November 1999 - January 2003
Piper Jaffray January 1995 - November 1999
Skills
Event Planning, Investments, Recruiting, Financial Analysis, Sales, Strategic Planning, Human Resources, Management, Office Management, Customer Service, Team Building, Portfolio Management, Time Management, Hedge Funds, Outlook, Financial Services, Project Management, Project Planning, Trading, Event Management, Finance, Bloomberg, Risk Management, Equities, Strategy, Asset Management, Financial Modeling, Options, Analysis, Accounting, Interviews, Training, Securities, Leadership, Process Improvement, Private Equity, Mergers & Acquisitions, Business Development, Microsoft Excel, Due Diligence, Valuation, Administration, Budgets, Investor Relations
Education
University of Kansas 1989 — 1993
Art and Design
Breck School 1985 — 1989
Kyle Harrer Kyle Harrer's Robert W. Baird & Co. Experience January 2011 - June 2011
Job Senior Business Analyst
Industry Oil & Energy
Experience
Baltimore Gas & Electric January 2014 - Present
Baltimore Gas & Electric January 2012 - January 2014
Constellation Energy July 2011 - January 2012
Robert W. Baird & Co. January 2011 - June 2011
T. Rowe Price January 2010 - December 2010
Greystone Golf Course May 2008 - September 2010
Skills
Customer Service, Financial Analysis, Microsoft Excel, Access, Outlook, Auditing, Accounting, Microsoft Office, Data Analysis, SAP, Budgets, Social Media Marketing, Team Building, Analysis, Microsoft Word, QuickBooks, Research, Economics, Financial Modeling, Financial Reporting, PowerPoint, Social Media, Social Networking, Leadership, Sales, Project Management, Marketing, Team Leadership, Payroll, Time Management, Inventory Management, Teamwork, Process Improvement, Strategic Planning, Forecasting, Management, Business Analysis, SharePoint, Program Management, Business Process...
Education
Towson University 2007 — 2011
BS, Business Administration, Computer Information Systems
Baltimore Gas & Electric January 2014 - Present
Baltimore Gas & Electric January 2012 - January 2014
Constellation Energy July 2011 - January 2012
Robert W. Baird & Co. January 2011 - June 2011
T. Rowe Price January 2010 - December 2010
Greystone Golf Course May 2008 - September 2010
Skills
Customer Service, Financial Analysis, Microsoft Excel, Access, Outlook, Auditing, Accounting, Microsoft Office, Data Analysis, SAP, Budgets, Social Media Marketing, Team Building, Analysis, Microsoft Word, QuickBooks, Research, Economics, Financial Modeling, Financial Reporting, PowerPoint, Social Media, Social Networking, Leadership, Sales, Project Management, Marketing, Team Leadership, Payroll, Time Management, Inventory Management, Teamwork, Process Improvement, Strategic Planning, Forecasting, Management, Business Analysis, SharePoint, Program Management, Business Process...
Education
Towson University 2007 — 2011
BS, Business Administration, Computer Information Systems
Joseph Hoon Joseph Hoon's Robert W. Baird & Co. Experience August 2008 - Present
Job Senior Vice President at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. August 2008 - Present
Montgomery Securities August 1994 - October 1997
Skills
Portfolio Management, Investments, Capital Markets, Series 7, Asset Managment, Asset Management, Wealth Management, Private Equity, Alternative Investments, Investment Banking, Securities, Asset Allocation, Valuation, Investment Advisory, Venture Capital, Series 63
Education
Thunderbird School of Global Management 1990 — 1991
MIM, Finance- German
University of California, Los Angeles 1981 — 1986
B.A., Economics- International
Robert W. Baird & Co. August 2008 - Present
Montgomery Securities August 1994 - October 1997
Skills
Portfolio Management, Investments, Capital Markets, Series 7, Asset Managment, Asset Management, Wealth Management, Private Equity, Alternative Investments, Investment Banking, Securities, Asset Allocation, Valuation, Investment Advisory, Venture Capital, Series 63
Education
Thunderbird School of Global Management 1990 — 1991
MIM, Finance- German
University of California, Los Angeles 1981 — 1986
B.A., Economics- International
Dina Golas Dina Golas's Robert W. Baird & Co. Experience May 2012 - Present
Job Director at Robert W. Baird & Co.
Industry Investment Banking
Experience
Robert W. Baird & Co. May 2012 - Present
Morgan Keegan May 2008 - April 2012
JPMorgan July 1996 - May 2008
Lehman Brothers 1993 - 1996
Skills
Equity Research, Equities, Series 63, Investment Banking, Fixed Income, Series 24, Equity Capital Markets, Capital Markets, Hedge Funds, Equity Valuation, Equity Trading, Trading Systems, Bonds, Options, Valuation, Securities, Series 7, Series 8
Education
The University of Connecticut School of Business 1990 — 1993
MBA
Union College 1985 — 1989
Bachelor of Science (B.S.), Economics
Robert W. Baird & Co. May 2012 - Present
Morgan Keegan May 2008 - April 2012
JPMorgan July 1996 - May 2008
Lehman Brothers 1993 - 1996
Skills
Equity Research, Equities, Series 63, Investment Banking, Fixed Income, Series 24, Equity Capital Markets, Capital Markets, Hedge Funds, Equity Valuation, Equity Trading, Trading Systems, Bonds, Options, Valuation, Securities, Series 7, Series 8
Education
The University of Connecticut School of Business 1990 — 1993
MBA
Union College 1985 — 1989
Bachelor of Science (B.S.), Economics
Ben Morrison Ben Morrison's Robert W. Baird & Co. Experience July 2013 - June 2015
Job Associate at North Bridge Growth Equity
Industry Venture Capital & Private Equity
Experience
North Bridge Growth Equity and Venture Partners July 2015 - Present
Robert W. Baird & Co. July 2013 - June 2015
UCSB Investment Advisory Committee September 2012 - May 2013
Goldman Sachs June 2012 - August 2012
FindTheBest August 2011 - September 2011
Burr Pilger Mayer June 2011 - August 2011
Skills
Economics, Microsoft Excel, Financial Modeling, Financial Analysis, PowerPoint, Equities, Bloomberg, Valuation, Investments, Hedge Funds, Microsoft Office, Corporate Finance, Management, Finance, Business Development, Leadership, Analysis, Investment Banking, Social Media
Education
University of California, Santa Barbara 2008 — 2012
Bachelor of Arts, Business Economics and Accounting
Universitat Autònoma de Barcelona
Bachelor of Arts (B.A.), Economics
North Bridge Growth Equity and Venture Partners July 2015 - Present
Robert W. Baird & Co. July 2013 - June 2015
UCSB Investment Advisory Committee September 2012 - May 2013
Goldman Sachs June 2012 - August 2012
FindTheBest August 2011 - September 2011
Burr Pilger Mayer June 2011 - August 2011
Skills
Economics, Microsoft Excel, Financial Modeling, Financial Analysis, PowerPoint, Equities, Bloomberg, Valuation, Investments, Hedge Funds, Microsoft Office, Corporate Finance, Management, Finance, Business Development, Leadership, Analysis, Investment Banking, Social Media
Education
University of California, Santa Barbara 2008 — 2012
Bachelor of Arts, Business Economics and Accounting
Universitat Autònoma de Barcelona
Bachelor of Arts (B.A.), Economics
Jake Cohen's Robert W. Baird & Co. Experience July 2013 - August 2013
Job Finance Student at University of Georgia
Industry Financial Services
Experience
Invesco Ltd. June 2015 - August 2015
Sideqik May 2014 - August 2014
KMS Technology Solutions January 2014 - July 2014
Robert W. Baird & Co. July 2013 - August 2013
HCA, Parallon Business Solution June 2012 - August 2012
Education
The University of Georgia
Finance, General
Invesco Ltd. June 2015 - August 2015
Sideqik May 2014 - August 2014
KMS Technology Solutions January 2014 - July 2014
Robert W. Baird & Co. July 2013 - August 2013
HCA, Parallon Business Solution June 2012 - August 2012
Education
The University of Georgia
Finance, General
Alexander Tung Alexander Tung's Robert W. Baird & Co. Experience July 2014 - July 2014
Job Student at University of California, Los Angeles
Industry Financial Services
Experience
Bounce Out the Stigma Non-Profit Organization August 2015 - August 2015
Robert W. Baird & Co. July 2014 - July 2014
Cantor Fitzgerald June 2014 - July 2014
Goldman Sachs December 2013 - December 2013
GamerPeer May 2013 - July 2013
Susquehanna International Group, LLP (SIG) July 2012 - August 2012
Skills
Mathematics, Statistics, Trading, Microsoft Excel, C++, Java, Python, PowerPoint, Microsoft Office, Microsoft Word, Bloomberg, Social Media, Fixed Income, Customer Service, Equities, Teamwork, Leadership, CPR Certified, First Aid Certified
Education
University of California, Los Angeles 2013 — 2017
Bachelor’s Degree, Applied Mathematics and Statistics, Sophomore
The Pingry School 2009 — 2013
High School
Bounce Out the Stigma Non-Profit Organization August 2015 - August 2015
Robert W. Baird & Co. July 2014 - July 2014
Cantor Fitzgerald June 2014 - July 2014
Goldman Sachs December 2013 - December 2013
GamerPeer May 2013 - July 2013
Susquehanna International Group, LLP (SIG) July 2012 - August 2012
Skills
Mathematics, Statistics, Trading, Microsoft Excel, C++, Java, Python, PowerPoint, Microsoft Office, Microsoft Word, Bloomberg, Social Media, Fixed Income, Customer Service, Equities, Teamwork, Leadership, CPR Certified, First Aid Certified
Education
University of California, Los Angeles 2013 — 2017
Bachelor’s Degree, Applied Mathematics and Statistics, Sophomore
The Pingry School 2009 — 2013
High School
Dan Reese Dan Reese's Robert W. Baird & Co. Experience July 2014 - Present
Job Financial Advisor at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. July 2014 - Present
Education
UC Davis
B.A., Economics and Communication
Jesuit High School
Robert W. Baird & Co. July 2014 - Present
Education
UC Davis
B.A., Economics and Communication
Jesuit High School
Rory Houser Rory Houser's Robert W. Baird & Co. Experience August 2015 - August 2015
Job Securities Intern at J.P. Morgan
Industry Investment Management
Experience
Davis Center for Portfolio Management October 2014 - Present
Flyer Consulting January 2014 - Present
Robert W. Baird & Co. August 2015 - August 2015
J.P. Morgan May 2015 - August 2015
Flyer Angels August 2014 - May 2015
Ultimate Leadership Martial Arts March 2010 - August 2013
Skills
Leadership, Bloomberg Terminal, Portfolio Management, Financial Analysis, Consulting, Financial Modeling, Microsoft Excel, Equities, Investments, Teamwork, Marketing Strategy, Microsoft Word, Time Management, Microsoft Office, PowerPoint, Teaching, Customer Service
Education
University of Dayton 2012 — 2016
Bachelor of Business Administration (B.B.A.), Entrepreneurship & Finance Investments Emphasis, Senior GPA 3.36 Finance: 4.0
Springboro High School 2008 — 2012
Davis Center for Portfolio Management October 2014 - Present
Flyer Consulting January 2014 - Present
Robert W. Baird & Co. August 2015 - August 2015
J.P. Morgan May 2015 - August 2015
Flyer Angels August 2014 - May 2015
Ultimate Leadership Martial Arts March 2010 - August 2013
Skills
Leadership, Bloomberg Terminal, Portfolio Management, Financial Analysis, Consulting, Financial Modeling, Microsoft Excel, Equities, Investments, Teamwork, Marketing Strategy, Microsoft Word, Time Management, Microsoft Office, PowerPoint, Teaching, Customer Service
Education
University of Dayton 2012 — 2016
Bachelor of Business Administration (B.B.A.), Entrepreneurship & Finance Investments Emphasis, Senior GPA 3.36 Finance: 4.0
Springboro High School 2008 — 2012
Frances Bobbie, CFP®, ADPA ® Frances Bobbie, CFP®, ADPA ®'s Robert W. Baird & Co. Experience February 2012 - Present
Job VP at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. February 2012 - Present
United Way of the Greater Triangle 2010 - 2015
Morgan Stanley Smith Barney January 1981 - February 2012
Raleigh Professional Women's Forum 1988 - 1995
Skills
Strategic Financial..., Estate Planning, Retirement Planning, Wealth Management, Charitable Gift Planning, Alternative Investments, Income Protection, IRAs, Retirement
Education
UNC Chapel Hill 1974 — 1979
Bachelor of Arts (BA), Education
Université de Neuchâtel 1976 — 1977
Certificat du français moderne, French Language and Literature
Woodberry Forest Term in Britain 1973 — 1973
Fall Trimester Senior Year High School
Robert W. Baird & Co. February 2012 - Present
United Way of the Greater Triangle 2010 - 2015
Morgan Stanley Smith Barney January 1981 - February 2012
Raleigh Professional Women's Forum 1988 - 1995
Skills
Strategic Financial..., Estate Planning, Retirement Planning, Wealth Management, Charitable Gift Planning, Alternative Investments, Income Protection, IRAs, Retirement
Education
UNC Chapel Hill 1974 — 1979
Bachelor of Arts (BA), Education
Université de Neuchâtel 1976 — 1977
Certificat du français moderne, French Language and Literature
Woodberry Forest Term in Britain 1973 — 1973
Fall Trimester Senior Year High School
Sean M. Wieland Sean M. Wieland's Robert W. Baird & Co. Experience July 2008 - June 2010
Job Senior Associate at Nautic Partners LLC
Industry Venture Capital & Private Equity
Experience
Nautic Partners LLC July 2015 - Present
University of Chicago Booth School of Business September 2013 - June 2015
Pfingsten Partners June 2014 - August 2014
Baird Capital August 2010 - July 2013
Robert W. Baird & Co. July 2008 - June 2010
Education
The University of Chicago Booth School of Business 2013 — 2015
Master of Business Administration (MBA)
University of Notre Dame 2004 — 2008
BBA, Finance
Nautic Partners LLC July 2015 - Present
University of Chicago Booth School of Business September 2013 - June 2015
Pfingsten Partners June 2014 - August 2014
Baird Capital August 2010 - July 2013
Robert W. Baird & Co. July 2008 - June 2010
Education
The University of Chicago Booth School of Business 2013 — 2015
Master of Business Administration (MBA)
University of Notre Dame 2004 — 2008
BBA, Finance
Jared Kamm Jared Kamm's Robert W. Baird & Co. Experience 2008 - 2011
Job MBA Student Robert H. Smith School of Business, University of Maryland
Industry Financial Services
Experience
Robert H. Smith School of Business, University of Maryland May 2015 - Present
Heritage Financial Consultants LLC April 2014 - May 2015
TriCapital Advisors, Inc. March 2013 - April 2014
Brown Brothers Harriman January 2012 - March 2013
Robert W. Baird & Co. 2008 - 2011
Morgan Stanley Smith Barney 2007 - 2008
Legg Mason 2006 - 2007
Skills
Bloomberg, Investments, Microsoft Office, Thompson, Salesforce CRM, Banking, Time Management, Public Speaking, Microsoft Word, Leadership
Education
University of Maryland - Robert H. Smith School of Business 2015 — 2017
Master of Business Administration (MBA), Accounting and Finance
University of Colorado at Boulder - Leeds School of Business 2007 — 2011
Bachelor of Science, Finance
Robert H. Smith School of Business, University of Maryland May 2015 - Present
Heritage Financial Consultants LLC April 2014 - May 2015
TriCapital Advisors, Inc. March 2013 - April 2014
Brown Brothers Harriman January 2012 - March 2013
Robert W. Baird & Co. 2008 - 2011
Morgan Stanley Smith Barney 2007 - 2008
Legg Mason 2006 - 2007
Skills
Bloomberg, Investments, Microsoft Office, Thompson, Salesforce CRM, Banking, Time Management, Public Speaking, Microsoft Word, Leadership
Education
University of Maryland - Robert H. Smith School of Business 2015 — 2017
Master of Business Administration (MBA), Accounting and Finance
University of Colorado at Boulder - Leeds School of Business 2007 — 2011
Bachelor of Science, Finance
Jackson Lijie Ding Jackson Lijie Ding's Robert W. Baird & Co. Experience July 2011 - June 2013
Job 2017 MBA Candidate at Chicago Booth
Industry Information Technology and Services
Experience
Dell July 2013 - May 2015
Robert W. Baird & Co. July 2011 - June 2013
Skills
Valuation, Investment Banking, Financial Modeling, Corporate Finance, Bloomberg, Private Equity, Equities, Business Strategy, Mergers, Due Diligence, Research, Capital Markets, Mergers & Acquisitions, Financial Analysis, Investments, Microsoft Excel, Microsoft Office
Education
The University of Chicago Booth School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
Wabash College 2007 — 2011
Bachelor’s Degree
Shanghai Foreign Language School 2000 — 2007
Dell July 2013 - May 2015
Robert W. Baird & Co. July 2011 - June 2013
Skills
Valuation, Investment Banking, Financial Modeling, Corporate Finance, Bloomberg, Private Equity, Equities, Business Strategy, Mergers, Due Diligence, Research, Capital Markets, Mergers & Acquisitions, Financial Analysis, Investments, Microsoft Excel, Microsoft Office
Education
The University of Chicago Booth School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
Wabash College 2007 — 2011
Bachelor’s Degree
Shanghai Foreign Language School 2000 — 2007
Christopher V. McCampbell Christopher V. McCampbell's Robert W. Baird & Co. Experience January 1991 - April 2001
Job Senior Vice President Financial Advisor at Southwest Securities
Industry Financial Services
Experience
Southwest Securities, Inc. July 2012 - Present
Stifel Financial Corp. April 2001 - July 2012
Robert W. Baird & Co. January 1991 - April 2001
Skills
Investments, Portfolio Management, Wealth Management, Retirement Planning, Finance, Financial Analysis, Banking, Financial Planning, Insurance, Asset Management, Series 7, Securities, Equities, Asset Allocation, Investment Advisory, Financial Services, Fixed Income, Series 63, Investment Strategies, Mutual Funds
Education
The University of Texas at Austin
Bachelor of Arts (B.A.), Economics
Southwest Securities, Inc. July 2012 - Present
Stifel Financial Corp. April 2001 - July 2012
Robert W. Baird & Co. January 1991 - April 2001
Skills
Investments, Portfolio Management, Wealth Management, Retirement Planning, Finance, Financial Analysis, Banking, Financial Planning, Insurance, Asset Management, Series 7, Securities, Equities, Asset Allocation, Investment Advisory, Financial Services, Fixed Income, Series 63, Investment Strategies, Mutual Funds
Education
The University of Texas at Austin
Bachelor of Arts (B.A.), Economics
Amy Gardner Amy Gardner's Robert W. Baird & Co. Experience December 2014 - Present
Job Director of International Corporate Access at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. December 2014 - Present
Espirito Santo Investment Bank / E.S. Financial Services Inc. September 2012 - Present
Execution Noble March 2006 - 2011
Kaufman Bros. January 2004 - February 2005
Bloomberg 2001 - 2004
Skills
Account Management, Institutional Investors, Financial Sales, International Sales, Equity Sales, Road Shows, Customer Relations, Western Europe, Pan European, Series 7, Series 63, Customer Service, Financial Markets, Institutional..., Equities, Bloomberg, Capital Markets, Financial Analysis, Equity Research, Corporate Finance, Investment Banking, Sales Finance, Hedge Funds, Fixed Income, Valuation, Equity Trading, Financial Modeling
Education
University of Delaware 1992 — 1996
BA
MNHS 1989 — 1992
Robert W. Baird & Co. December 2014 - Present
Espirito Santo Investment Bank / E.S. Financial Services Inc. September 2012 - Present
Execution Noble March 2006 - 2011
Kaufman Bros. January 2004 - February 2005
Bloomberg 2001 - 2004
Skills
Account Management, Institutional Investors, Financial Sales, International Sales, Equity Sales, Road Shows, Customer Relations, Western Europe, Pan European, Series 7, Series 63, Customer Service, Financial Markets, Institutional..., Equities, Bloomberg, Capital Markets, Financial Analysis, Equity Research, Corporate Finance, Investment Banking, Sales Finance, Hedge Funds, Fixed Income, Valuation, Equity Trading, Financial Modeling
Education
University of Delaware 1992 — 1996
BA
MNHS 1989 — 1992
Adam J. Gould, CFP®'s Robert W. Baird & Co. Experience April 2013 - October 2013
Job
Industry Investment Management
Experience
Robert W. Baird & Co. April 2013 - October 2013
Makai Ventures LLC June 2012 - April 2013
Barclays Wealth and Investment Management August 2006 - September 2011
Lehman Brothers August 2006 - September 2008
Credit Suisse June 2006 - August 2006
Ameriprise Financial December 2005 - May 2006
Skills
Alternative Investments, Asset Allocation, Fixed Income, Structured Products, Equities, Asset Management, Portfolio Management, Derivatives, Trading, Mutual Funds, Bonds, Options, ETFs, Investment Advisory, Equity Derivatives, Commodities, Securities, Municipal Bonds, Wealth Management, Investment Management, Financial Markets, Private Equity, Emerging Markets, Hedging, Stocks, Equity Trading, Retirement Planning, Technical Analysis, Estate Planning, Asset Managment, Hedge Funds, Commodity, Series 7
Education
University of California, San Diego
Bachelor's Degree, International Relations, 3.5
University of California, Los Angeles
Certificate, Financial Planning
Robert W. Baird & Co. April 2013 - October 2013
Makai Ventures LLC June 2012 - April 2013
Barclays Wealth and Investment Management August 2006 - September 2011
Lehman Brothers August 2006 - September 2008
Credit Suisse June 2006 - August 2006
Ameriprise Financial December 2005 - May 2006
Skills
Alternative Investments, Asset Allocation, Fixed Income, Structured Products, Equities, Asset Management, Portfolio Management, Derivatives, Trading, Mutual Funds, Bonds, Options, ETFs, Investment Advisory, Equity Derivatives, Commodities, Securities, Municipal Bonds, Wealth Management, Investment Management, Financial Markets, Private Equity, Emerging Markets, Hedging, Stocks, Equity Trading, Retirement Planning, Technical Analysis, Estate Planning, Asset Managment, Hedge Funds, Commodity, Series 7
Education
University of California, San Diego
Bachelor's Degree, International Relations, 3.5
University of California, Los Angeles
Certificate, Financial Planning
Will Strong Will Strong's Robert W. Baird & Co. Experience June 2014 - Present
Job Vice President at Robert W. Baird & Co.
Industry Investment Management
Experience
Robert W. Baird & Co. June 2014 - Present
McAdams Wright Ragen October 2010 - June 2014
Ragen MacKenzie February 2008 - October 2010
Wells Fargo December 2006 - January 2008
Skills
Portfolio Management, Investments, Equities, Asset Managment, Fixed Income, Asset Management, Investment Advisory
Education
Trinity College-Hartford 2002 — 2006
B.S., Environmental Science
Robert W. Baird & Co. June 2014 - Present
McAdams Wright Ragen October 2010 - June 2014
Ragen MacKenzie February 2008 - October 2010
Wells Fargo December 2006 - January 2008
Skills
Portfolio Management, Investments, Equities, Asset Managment, Fixed Income, Asset Management, Investment Advisory
Education
Trinity College-Hartford 2002 — 2006
B.S., Environmental Science
Adrian Do's Robert W. Baird & Co. Experience May 2015 - August 2015
Job Intern at Robert W. Baird & Co.
Industry Investment Management
Experience
Robert W. Baird & Co. May 2015 - August 2015
Ball Corporation June 2014 - August 2014
Ace High Marketing LLC October 2013 - November 2013
Morgan Stanley June 2013 - August 2013
Manual Therapy Associates Inc. June 2009 - April 2013
Jefferson County Junior Baseball League March 2011 - May 2011
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Outlook, Windows, Mac OS X Server, Problem Solving, Customer Service, English, Public Speaking
Education
University of Alabama 2013 — 2017
Bachelor of Business Administration (BBA), Finance & Economics, Minor in Chinese, 3.8
Holy Family High School 2009 — 2013
3.9/4.0
Robert W. Baird & Co. May 2015 - August 2015
Ball Corporation June 2014 - August 2014
Ace High Marketing LLC October 2013 - November 2013
Morgan Stanley June 2013 - August 2013
Manual Therapy Associates Inc. June 2009 - April 2013
Jefferson County Junior Baseball League March 2011 - May 2011
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Outlook, Windows, Mac OS X Server, Problem Solving, Customer Service, English, Public Speaking
Education
University of Alabama 2013 — 2017
Bachelor of Business Administration (BBA), Finance & Economics, Minor in Chinese, 3.8
Holy Family High School 2009 — 2013
3.9/4.0
Alex Spencer, MBA's Robert W. Baird & Co. Experience April 2005 - August 2005
Job Contract Specialist at Avid Technology
Industry Management Consulting
Experience
Avid Technology March 2015 - Present
Spencer Media Marketing October 2011 - March 2015
CinciNatural Center January 2011 - March 2015
Avid Technology 2015 - 2015
The GRID Digital Magazine February 2012 - October 2013
Wright-Patterson Air Force Base August 2009 - October 2011
Fidelity Investments September 2006 - November 2007
Fifth Third Bank August 2005 - September 2006
Robert W. Baird & Co. April 2005 - August 2005
Skills
Strategic Leadership, Analytical Approach, Contract Negotiation, Negotiation, Product Development, Compliance, Strategic Planning, Business Planning, Process Improvement, Risk Management, Problem Solving, Management Consulting, PowerPoint, Business Analysis, Public Speaking, Analysis, Word, Data Analysis, Microsoft Office, Mentoring, New Business Development, Motivational Speaking, Law of Attraction, Analytical Skills, Project Management, Public Relations, Leadership, Management, Entrepreneurship, Marketing, Social Media, Social Media Marketing, Social Networking, Proposal Writing, Forecasting, Government, Marketing Strategy, Business Strategy, Teamwork, Market Analysis, Level I APDP..., Government Procurement, Training, Strategy, Mergers & Acquisitions, Brand Development, Leadership Development, Market Research, Business Development, Coaching
Education
Xavier University 2007 — 2012
Masters, Business Administration
University of Cincinnati College of Business 2000 — 2005
BA, Business Economics (focus in Finance)
Hughes Center 1996 — 2000
Diploma, Pre-Engineering
Avid Technology March 2015 - Present
Spencer Media Marketing October 2011 - March 2015
CinciNatural Center January 2011 - March 2015
Avid Technology 2015 - 2015
The GRID Digital Magazine February 2012 - October 2013
Wright-Patterson Air Force Base August 2009 - October 2011
Fidelity Investments September 2006 - November 2007
Fifth Third Bank August 2005 - September 2006
Robert W. Baird & Co. April 2005 - August 2005
Skills
Strategic Leadership, Analytical Approach, Contract Negotiation, Negotiation, Product Development, Compliance, Strategic Planning, Business Planning, Process Improvement, Risk Management, Problem Solving, Management Consulting, PowerPoint, Business Analysis, Public Speaking, Analysis, Word, Data Analysis, Microsoft Office, Mentoring, New Business Development, Motivational Speaking, Law of Attraction, Analytical Skills, Project Management, Public Relations, Leadership, Management, Entrepreneurship, Marketing, Social Media, Social Media Marketing, Social Networking, Proposal Writing, Forecasting, Government, Marketing Strategy, Business Strategy, Teamwork, Market Analysis, Level I APDP..., Government Procurement, Training, Strategy, Mergers & Acquisitions, Brand Development, Leadership Development, Market Research, Business Development, Coaching
Education
Xavier University 2007 — 2012
Masters, Business Administration
University of Cincinnati College of Business 2000 — 2005
BA, Business Economics (focus in Finance)
Hughes Center 1996 — 2000
Diploma, Pre-Engineering
David Smalling David Smalling's Robert W. Baird & Co. Experience December 2014 - Present
Job Senior Vice President, Municipal Finance at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. December 2014 - Present
RBC Capital Markets February 2008 - December 2014
The PFM Group July 2005 - February 2008
The Municipal Advisory Council of Texas January 2004 - July 2005
Education
The University of Texas at Austin - Red McCombs School of Business 1999 — 2003
Bachelor of Business Administration (BBA), Finance, General
Allen Academy 1986 — 1999
Robert W. Baird & Co. December 2014 - Present
RBC Capital Markets February 2008 - December 2014
The PFM Group July 2005 - February 2008
The Municipal Advisory Council of Texas January 2004 - July 2005
Education
The University of Texas at Austin - Red McCombs School of Business 1999 — 2003
Bachelor of Business Administration (BBA), Finance, General
Allen Academy 1986 — 1999
James H. Heald James H. Heald's Robert W. Baird & Co. Experience January 2006 - November 2007
Job FINANCIAL SERVICES SALES & BUSINESS DEVELOPMENT PROFESSIONAL
Industry Investment Banking
Experience
CastleOak Securities, L,P. May 2013 - April 2015
Cabrera Capital Markets, LLC January 2007 - May 2013
Robert W. Baird & Co. January 2006 - November 2007
JPMorgan Chase & Co. January 1987 - December 2006
JP Morgan / formerly Banc One / formerly First Chicago NBD August 1996 - December 1998
Skills
Sales Management, New Business Development, Trading, Business Strategy, Mutual Funds, Sales, Key Account Management, Relationship Building, Municipal Sales, Corporate Clients, Investment Management, Sales Operations, Customer Satisfaction, Sales Process, Business Development, Business Intelligence, Key Account Development, Key Account..., Key Account..., Revenue Expansion, High Performance Sales..., Underwriting, Municipal Bonds, Tier 1 Accounts, Secondary Trading, Top Producer, Revenue & Profit Growth, Profits, Book of Business, Trading Strategies, Client Rapport, Client Development, Relationship Management, Customer Relations, Account Management, Vice Presidents, Director, Senior Vice President, Sales Manager, Banking, Compliance, Investment Banking, Administration, Financial Markets, Independent Investment..., Fixed Income Strategies, tax exempt strategies, Institutional Sales
Education
University of Arizona
Bachelor's Degree, Business Administration and Management, General
CastleOak Securities, L,P. May 2013 - April 2015
Cabrera Capital Markets, LLC January 2007 - May 2013
Robert W. Baird & Co. January 2006 - November 2007
JPMorgan Chase & Co. January 1987 - December 2006
JP Morgan / formerly Banc One / formerly First Chicago NBD August 1996 - December 1998
Skills
Sales Management, New Business Development, Trading, Business Strategy, Mutual Funds, Sales, Key Account Management, Relationship Building, Municipal Sales, Corporate Clients, Investment Management, Sales Operations, Customer Satisfaction, Sales Process, Business Development, Business Intelligence, Key Account Development, Key Account..., Key Account..., Revenue Expansion, High Performance Sales..., Underwriting, Municipal Bonds, Tier 1 Accounts, Secondary Trading, Top Producer, Revenue & Profit Growth, Profits, Book of Business, Trading Strategies, Client Rapport, Client Development, Relationship Management, Customer Relations, Account Management, Vice Presidents, Director, Senior Vice President, Sales Manager, Banking, Compliance, Investment Banking, Administration, Financial Markets, Independent Investment..., Fixed Income Strategies, tax exempt strategies, Institutional Sales
Education
University of Arizona
Bachelor's Degree, Business Administration and Management, General
Hyun Ah Moon Hyun Ah Moon's Robert W. Baird & Co. Experience September 2013 - December 2013
Job Senior at University of Colorado at Boulder
Industry Management Consulting
Experience
University of Colorado Boulder September 2011 - May 2015
Goldman Sachs May 2014 - August 2014
Robert W. Baird & Co. September 2013 - December 2013
Sportwaves Unlimited, Inc. July 2013 - August 2013
Skills
Korean, Microsoft Excel, Finance, Financial Modeling, Corporate Finance, Economics, English, PowerPoint, Equity Research, Analysis, Valuation
Education
University of Colorado Boulder 2011 — 2015
Bachelor's degree, Operations, Information and Human Resources Management
University of Colorado Boulder September 2011 - May 2015
Goldman Sachs May 2014 - August 2014
Robert W. Baird & Co. September 2013 - December 2013
Sportwaves Unlimited, Inc. July 2013 - August 2013
Skills
Korean, Microsoft Excel, Finance, Financial Modeling, Corporate Finance, Economics, English, PowerPoint, Equity Research, Analysis, Valuation
Education
University of Colorado Boulder 2011 — 2015
Bachelor's degree, Operations, Information and Human Resources Management
Margaret Bishop's Robert W. Baird & Co. Experience June 2014 - August 2014
Job Tulane Finance Junior Seeking Summer 2016 Internship
Industry Financial Services
Experience
Burkenroad Reports August 2015 - Present
Tulane University August 2015 - Present
University Hospitals of Cleveland June 2015 - Present
Reily Student Recreation Ctr September 2013 - Present
Western Reserve Rowing Association May 2013 - Present
Allergy/Immunology Associates, Inc June 2015 - August 2015
Robert W. Baird & Co. June 2014 - August 2014
Cleveland Clinic June 2012 - August 2012
Skills
Research, Event Planning, Nonprofits, Customer Service, Fundraising, Microsoft Office, Financial Modeling, Leadership, Student Development, Team Management, Medical Billing, Medicare/Medicaid..., Microsoft Excel
Education
Tulane University - A.B. Freeman School of Business 2013 — 2018
Joint Bachelor of Science in Management, Finance, 3.77 GPA
Saint Joseph Academy 2009 — 2013
High School
Burkenroad Reports August 2015 - Present
Tulane University August 2015 - Present
University Hospitals of Cleveland June 2015 - Present
Reily Student Recreation Ctr September 2013 - Present
Western Reserve Rowing Association May 2013 - Present
Allergy/Immunology Associates, Inc June 2015 - August 2015
Robert W. Baird & Co. June 2014 - August 2014
Cleveland Clinic June 2012 - August 2012
Skills
Research, Event Planning, Nonprofits, Customer Service, Fundraising, Microsoft Office, Financial Modeling, Leadership, Student Development, Team Management, Medical Billing, Medicare/Medicaid..., Microsoft Excel
Education
Tulane University - A.B. Freeman School of Business 2013 — 2018
Joint Bachelor of Science in Management, Finance, 3.77 GPA
Saint Joseph Academy 2009 — 2013
High School
Michelle Rojas Michelle Rojas's Robert W. Baird & Co. Experience February 2010 - April 2013
Job Talent Acquisition Specialist at North Star Staffing Solutions
Industry Staffing and Recruiting
Experience
North Star Staffing Solutions May 2015 - Present
Morgan Stanley May 2013 - June 2014
Robert W. Baird & Co. February 2010 - April 2013
Skills
Payroll, Accounting, Sales, Finance, Financial Analysis
Education
University of Colorado Boulder 2004 — 2009
Bachelor of Arts (B.A.)
North Star Staffing Solutions May 2015 - Present
Morgan Stanley May 2013 - June 2014
Robert W. Baird & Co. February 2010 - April 2013
Skills
Payroll, Accounting, Sales, Finance, Financial Analysis
Education
University of Colorado Boulder 2004 — 2009
Bachelor of Arts (B.A.)
Carl Grote Carl Grote's Robert W. Baird & Co. Experience July 2014 - Present
Job Analyst Energy Investment Banking at Robert W. Baird & Co.
Industry Investment Banking
Experience
Robert W. Baird & Co. July 2014 - Present
The Bureau of Economic Geology September 2012 - May 2014
Oasis Petroleum May 2013 - August 2013
The American Security Project June 2012 - August 2012
Skills
Financial Modeling, Valuation, Due Diligence, Microsoft Excel, Oil & Gas Industry, Financial Analysis, Microsoft Office, S&P Capital IQ, Bloomberg, Dataset Management, Data Analysis, Economic Modeling, Technical Writing, Research, Portfolio Optimization, Public Speaking, Budgets, English
Education
The University of Texas at Austin 2012 — 2014
M.S., Energy and Earth Resources
Washington and Lee University 2008 — 2012
B.A., Economics
Robert W. Baird & Co. July 2014 - Present
The Bureau of Economic Geology September 2012 - May 2014
Oasis Petroleum May 2013 - August 2013
The American Security Project June 2012 - August 2012
Skills
Financial Modeling, Valuation, Due Diligence, Microsoft Excel, Oil & Gas Industry, Financial Analysis, Microsoft Office, S&P Capital IQ, Bloomberg, Dataset Management, Data Analysis, Economic Modeling, Technical Writing, Research, Portfolio Optimization, Public Speaking, Budgets, English
Education
The University of Texas at Austin 2012 — 2014
M.S., Energy and Earth Resources
Washington and Lee University 2008 — 2012
B.A., Economics
Brandon Snyder's Robert W. Baird & Co. Experience September 2010 - September 2013
Job Financial Analyst at Tollos, Inc.
Industry Hospital & Health Care
Experience
Tollos, Inc September 2015 - Present
Janney Montgomery Scott LLC December 2014 - May 2015
Robert W. Baird & Co. September 2010 - September 2013
Bath Fitter June 2008 - August 2011
Skills
Financial Analysis, Microsoft Excel, Access, PowerPoint, Microsoft Office, Microsoft Word, Accounting, Customer Service, Economics, Market Research, Data Analysis, Marketing, Outlook, Social Media
Education
Towson University 2011 — 2015
Bachelor of Science (BS), Finance, General
Pikesville High School 2007 — 2011
Tollos, Inc September 2015 - Present
Janney Montgomery Scott LLC December 2014 - May 2015
Robert W. Baird & Co. September 2010 - September 2013
Bath Fitter June 2008 - August 2011
Skills
Financial Analysis, Microsoft Excel, Access, PowerPoint, Microsoft Office, Microsoft Word, Accounting, Customer Service, Economics, Market Research, Data Analysis, Marketing, Outlook, Social Media
Education
Towson University 2011 — 2015
Bachelor of Science (BS), Finance, General
Pikesville High School 2007 — 2011
James Nellen James Nellen's Robert W. Baird & Co. Experience January 2011 - March 2011
Job M.D. Candidate at Thomas Jefferson University
Industry Medical Practice
Experience
Penn Medicine (University of Pennsylvania Health System) August 2014 - June 2015
Bryn Mawr College June 2013 - June 2014
University of Wisconsin-Madison School of Medicine and Public Health August 2012 - May 2013
Robert W. Baird & Co. January 2011 - March 2011
Skills
Stata
Education
Thomas Jefferson University 2015 — 2019
Doctor of Medicine (M.D.)
Dartmouth College 2008 — 2012
Bachelor of Arts (B.A.), Mathematics; Cum Laude
University School of Milwaukee 2004 — 2008
High School
Penn Medicine (University of Pennsylvania Health System) August 2014 - June 2015
Bryn Mawr College June 2013 - June 2014
University of Wisconsin-Madison School of Medicine and Public Health August 2012 - May 2013
Robert W. Baird & Co. January 2011 - March 2011
Skills
Stata
Education
Thomas Jefferson University 2015 — 2019
Doctor of Medicine (M.D.)
Dartmouth College 2008 — 2012
Bachelor of Arts (B.A.), Mathematics; Cum Laude
University School of Milwaukee 2004 — 2008
High School
Simon Villegas Simon Villegas's Robert W. Baird & Co. Experience September 2015 - Present
Job Client Service Specialist at Robert W. Baird
Industry Financial Services
Experience
Robert W. Baird & Co. September 2015 - Present
University of Dayton August 2010 - May 2015
Sammy's El Pueblo September 2014 - April 2015
Clearwing Productions July 2013 - August 2014
University of Dayton August 2010 - May 2014
Burke's Lakeside May 2010 - April 2014
Qdoba Restaurant Corporation June 2011 - September 2011
A&W Restaurants, Inc. March 2005 - November 2009
Skills
Friendly Personality, Customer Service, Event Planning, Microsoft Office, Time Management, Microsoft Word, PowerPoint, Social Networking, Social Media
Education
University of Dayton 2010 — 2015
Bachelor’s Degree, Finance, General, Graduated
kettle moraine highschool
Robert W. Baird & Co. September 2015 - Present
University of Dayton August 2010 - May 2015
Sammy's El Pueblo September 2014 - April 2015
Clearwing Productions July 2013 - August 2014
University of Dayton August 2010 - May 2014
Burke's Lakeside May 2010 - April 2014
Qdoba Restaurant Corporation June 2011 - September 2011
A&W Restaurants, Inc. March 2005 - November 2009
Skills
Friendly Personality, Customer Service, Event Planning, Microsoft Office, Time Management, Microsoft Word, PowerPoint, Social Networking, Social Media
Education
University of Dayton 2010 — 2015
Bachelor’s Degree, Finance, General, Graduated
kettle moraine highschool
Jacob Zepf's Robert W. Baird & Co. Experience May 2010 - July 2010
Job Outfitters Company
Industry Entertainment
Experience
Outfitters Company January 2015 - Present
Gotcha Media June 2014 - November 2014
Embrace The Culture November 2009 - July 2014
Native Social Bar March 2014 - May 2014
Mindwarp Creative Group October 2013 - March 2014
Team Market Group May 2013 - October 2013
Evolve Group January 2012 - May 2013
495 Productions May 2012 - June 2012
ETC Print House November 2010 - October 2011
Robert W. Baird & Co. May 2010 - July 2010
Skills
Social Media Marketing, Event Planning, Customer Service, Event Management, Sales, Email Marketing, Team Leadership, Market Research, Photoshop, Illustrator, Advertising, Strategic Planning, Event Marketing, Problem Solving, Creative Thinking, Organization, Communications, Inventory Management, Social Media
Education
University of Central Florida 2009 — 2013
Bachelor of Science, Marketing, 3.5
Outfitters Company January 2015 - Present
Gotcha Media June 2014 - November 2014
Embrace The Culture November 2009 - July 2014
Native Social Bar March 2014 - May 2014
Mindwarp Creative Group October 2013 - March 2014
Team Market Group May 2013 - October 2013
Evolve Group January 2012 - May 2013
495 Productions May 2012 - June 2012
ETC Print House November 2010 - October 2011
Robert W. Baird & Co. May 2010 - July 2010
Skills
Social Media Marketing, Event Planning, Customer Service, Event Management, Sales, Email Marketing, Team Leadership, Market Research, Photoshop, Illustrator, Advertising, Strategic Planning, Event Marketing, Problem Solving, Creative Thinking, Organization, Communications, Inventory Management, Social Media
Education
University of Central Florida 2009 — 2013
Bachelor of Science, Marketing, 3.5
Sabastion Archibald-Kimmel Sabastion Archibald-Kimmel's Robert W. Baird & Co. Experience June 2010 - August 2010
Job Artist + Industry Relations at Sonos, Inc.
Industry Music
Experience
Sonos, Inc. December 2013 - Present
www.vibewithit.com June 2012 - November 2014
Slam Recordings August 2012 - 2014
ClearSlide July 2013 - October 2013
Tonic Nightlife Group June 2012 - August 2012
The Ocean House June 2011 - August 2011
Merrill Lynch January 2010 - May 2011
Robert W. Baird & Co. June 2010 - August 2010
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Teamwork, Research, Financial Analysis, Public Speaking, Social Media, Accounting, Management, Social Networking, Social Media Marketing, Facebook, Entrepreneurship, Leadership, Event Planning, Fundraising, Blogging, Entertainment
Education
Trinity College-Hartford 2010 — 2013
Bachelor of Arts (BA), American Studies, Senior
Trinity College-Hartford 2010 — 2013
Bachelor of Arts (B.A.), American Studies
Sonos, Inc. December 2013 - Present
www.vibewithit.com June 2012 - November 2014
Slam Recordings August 2012 - 2014
ClearSlide July 2013 - October 2013
Tonic Nightlife Group June 2012 - August 2012
The Ocean House June 2011 - August 2011
Merrill Lynch January 2010 - May 2011
Robert W. Baird & Co. June 2010 - August 2010
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Teamwork, Research, Financial Analysis, Public Speaking, Social Media, Accounting, Management, Social Networking, Social Media Marketing, Facebook, Entrepreneurship, Leadership, Event Planning, Fundraising, Blogging, Entertainment
Education
Trinity College-Hartford 2010 — 2013
Bachelor of Arts (BA), American Studies, Senior
Trinity College-Hartford 2010 — 2013
Bachelor of Arts (B.A.), American Studies
Ray Chery Ray Chery's Robert W. Baird & Co. Experience January 2015 - Present
Job Vice President at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. January 2015 - Present
Robert W. Baird & Co. July 2011 - December 2014
Brown Brothers Harriman 2006 - 2009
Skills
Equities, Investment Banking, Bloomberg, Financial Modeling, Valuation, Private Equity, Business Strategy, Financial Services, Due Diligence, LBO, Finance, Strategy, Credit
Education
The University of Chicago - Booth School of Business 2009 — 2011
Master of Business Administration (M.B.A.), Finance, Economics, Organizational Behavior
Tufts University 2002 — 2006
Bachelor of Arts (B.A.), Economics
Robert W. Baird & Co. January 2015 - Present
Robert W. Baird & Co. July 2011 - December 2014
Brown Brothers Harriman 2006 - 2009
Skills
Equities, Investment Banking, Bloomberg, Financial Modeling, Valuation, Private Equity, Business Strategy, Financial Services, Due Diligence, LBO, Finance, Strategy, Credit
Education
The University of Chicago - Booth School of Business 2009 — 2011
Master of Business Administration (M.B.A.), Finance, Economics, Organizational Behavior
Tufts University 2002 — 2006
Bachelor of Arts (B.A.), Economics
Kit Driscoll Kit Driscoll's Robert W. Baird & Co. Experience June 2013 - September 2013
Job Andersen Tax Valuation Associate
Industry Financial Services
Experience
Andersen Tax June 2014 - Present
TGG Accounting June 2012 - December 2013
Robert W. Baird & Co. June 2013 - September 2013
Skills
Accounting, Accounts Payable, Account Management, Accounts Receivable, Account Reconciliation, Data Analysis, Bank Reconciliation, Data Entry, 1099 Preparation, Customer Service, Financial Analysis, Finance, Microsoft Word, Microsoft Excel, Managerial Finance, Small Business, QuickBooks
Education
University of California, San Diego 2010 — 2013
Bachelor of Science (B.S.), Management Science
University of California, San Diego 2010 — 2013
Minor, Accounting
Andersen Tax June 2014 - Present
TGG Accounting June 2012 - December 2013
Robert W. Baird & Co. June 2013 - September 2013
Skills
Accounting, Accounts Payable, Account Management, Accounts Receivable, Account Reconciliation, Data Analysis, Bank Reconciliation, Data Entry, 1099 Preparation, Customer Service, Financial Analysis, Finance, Microsoft Word, Microsoft Excel, Managerial Finance, Small Business, QuickBooks
Education
University of California, San Diego 2010 — 2013
Bachelor of Science (B.S.), Management Science
University of California, San Diego 2010 — 2013
Minor, Accounting
Wesley Urick Wesley Urick's Robert W. Baird & Co. Experience October 1998 - October 2000
Job Director at BlackRock
Industry Financial Services
Experience
BlackRock October 2007 - Present
Wilshire Associates October 2002 - October 2007
Robert W. Baird & Co. October 1998 - October 2000
Skills
Derivatives, Fixed Income
Education
University of Chicago Graduate School of Business 1998 — 2000
Master of Business Administration (MBA), Finance, General
BlackRock October 2007 - Present
Wilshire Associates October 2002 - October 2007
Robert W. Baird & Co. October 1998 - October 2000
Skills
Derivatives, Fixed Income
Education
University of Chicago Graduate School of Business 1998 — 2000
Master of Business Administration (MBA), Finance, General
Anthony Maggiore Anthony Maggiore's Robert W. Baird & Co. Experience August 2011 - August 2011
Job Senior Associate at Madison Capital Funding
Industry Financial Services
Experience
Madison Capital Funding September 2015 - Present
Madison Capital Funding April 2014 - September 2015
NewStar Financial February 2014 - April 2014
NewStar Financial June 2012 - February 2014
Robert W. Baird & Co. August 2011 - August 2011
Shorewood Recreation Department June 2007 - August 2010
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Leveraged Finance, Financial Analysis, Financial Modeling, Business Analysis, Credit Analysis, Portfolio Management, Private Equity, Everest by Black..., Capital IQ, Wall Street Office
Education
Boston College - Carroll School of Management (Honors Program) 2008 — 2012
Bachelor of Science in Management - Honors, Finance
Università Commerciale 'Luigi Bocconi' 2010 — 2010
Finance, Economics, Marketing, and Italian
Madison Capital Funding September 2015 - Present
Madison Capital Funding April 2014 - September 2015
NewStar Financial February 2014 - April 2014
NewStar Financial June 2012 - February 2014
Robert W. Baird & Co. August 2011 - August 2011
Shorewood Recreation Department June 2007 - August 2010
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Leveraged Finance, Financial Analysis, Financial Modeling, Business Analysis, Credit Analysis, Portfolio Management, Private Equity, Everest by Black..., Capital IQ, Wall Street Office
Education
Boston College - Carroll School of Management (Honors Program) 2008 — 2012
Bachelor of Science in Management - Honors, Finance
Università Commerciale 'Luigi Bocconi' 2010 — 2010
Finance, Economics, Marketing, and Italian
Steven Binder Steven Binder's Robert W. Baird & Co. Experience January 2009 - Present
Job Senior Vice President Director Colorado Markets at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. January 2009 - Present
Wells Fargo January 1996 - January 2007
Education
University of Colorado Boulder
Bachelor's Degree, Accounting and Finance
Robert W. Baird & Co. January 2009 - Present
Wells Fargo January 1996 - January 2007
Education
University of Colorado Boulder
Bachelor's Degree, Accounting and Finance
Mary Shallahamer Mary Shallahamer's Robert W. Baird & Co. Experience 2012 - Present
Job Student at University of Dayton
Industry
Experience
Robert W. Baird & Co. 2012 - Present
Education
University of Dayton 2012 — 2016
Robert W. Baird & Co. 2012 - Present
Education
University of Dayton 2012 — 2016
David Delahunt's Robert W. Baird & Co. Experience May 2015 - Present
Job Equity Research Analyst at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. May 2015 - Present
Raymond James July 2012 - May 2013
Burkenroad Reports January 2012 - May 2012
Skills
Thomson One Banker, Bloomberg, Equity Research, Financial Modeling, Cash Flow Forecasting, Valuation, Financial Analysis, Equities, Research, Stata, Investment Banking
Education
Tulane University - A.B. Freeman School of Business 2014 — 2015
Master of Management in Energy
Tulane University 2009 — 2013
BSM, Finance (Energy Specialization)
University School of Milwaukee 2005 — 2009
Robert W. Baird & Co. May 2015 - Present
Raymond James July 2012 - May 2013
Burkenroad Reports January 2012 - May 2012
Skills
Thomson One Banker, Bloomberg, Equity Research, Financial Modeling, Cash Flow Forecasting, Valuation, Financial Analysis, Equities, Research, Stata, Investment Banking
Education
Tulane University - A.B. Freeman School of Business 2014 — 2015
Master of Management in Energy
Tulane University 2009 — 2013
BSM, Finance (Energy Specialization)
University School of Milwaukee 2005 — 2009
David Mount's Robert W. Baird & Co. Experience July 2007 - Present
Job Vice President at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. July 2007 - Present
Ferris, Baker Watts Inc. 2001 - 2007
Skills
Portfolio Management, Investments, Asset Allocation, Wealth Management, Financial Analysis, Series 7, Bloomberg, Fixed Income, Mutual Funds, Financial Modeling, Investment Advisory, Series 63, Equities, Investment Strategies, Retirement Planning, Asset Management, Finance
Education
University of Arizona
Bachelor of Arts, Economics
Robert W. Baird & Co. July 2007 - Present
Ferris, Baker Watts Inc. 2001 - 2007
Skills
Portfolio Management, Investments, Asset Allocation, Wealth Management, Financial Analysis, Series 7, Bloomberg, Fixed Income, Mutual Funds, Financial Modeling, Investment Advisory, Series 63, Equities, Investment Strategies, Retirement Planning, Asset Management, Finance
Education
University of Arizona
Bachelor of Arts, Economics
Becca (Binder) Moreland, CFP®, ADPA® Becca (Binder) Moreland, CFP®, ADPA®'s Robert W. Baird & Co. Experience March 2013 - Present
Job Financial Advisor at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. March 2013 - Present
Wells Fargo Advisors February 2000 - March 2013
Skills
Series 7, Wealth Management, Retirement Planning, Mutual Funds
Education
University of Arizona 1992 — 1996
Bachelor's degree, Finance, General
Wheat Ridge 1989 — 1992
High School
Robert W. Baird & Co. March 2013 - Present
Wells Fargo Advisors February 2000 - March 2013
Skills
Series 7, Wealth Management, Retirement Planning, Mutual Funds
Education
University of Arizona 1992 — 1996
Bachelor's degree, Finance, General
Wheat Ridge 1989 — 1992
High School
Randy McLaughlin Randy McLaughlin's Robert W. Baird & Co. Experience July 2014 - Present
Job Portfolio Manager, Baird Investment Management
Industry Investment Management
Experience
Robert W. Baird & Co. July 2014 - Present
Robert W. Baird & Co. July 1992 - July 2014
Skills
Investment Strategies, Investment Advisory, Asset Allocation, Asset Management, Fixed Income, Mutual Funds, Alternative Investments, ETFs, Investments, Investment Management, Financial Advisory, Financial Analysis, Portfolio Management, Wealth Management, Risk Management
Education
University of Colorado at Boulder 1985 — 1989
Bachelor of Science (B.S.), Economics
Robert W. Baird & Co. July 2014 - Present
Robert W. Baird & Co. July 1992 - July 2014
Skills
Investment Strategies, Investment Advisory, Asset Allocation, Asset Management, Fixed Income, Mutual Funds, Alternative Investments, ETFs, Investments, Investment Management, Financial Advisory, Financial Analysis, Portfolio Management, Wealth Management, Risk Management
Education
University of Colorado at Boulder 1985 — 1989
Bachelor of Science (B.S.), Economics
Chris Morgen, CFA Chris Morgen, CFA's Robert W. Baird & Co. Experience November 2012 - Present
Job Fixed Income Capital Markets
Industry Financial Services
Experience
Robert W. Baird & Co. November 2012 - Present
Education
University of Wisconsin-La Crosse 2006 — 2011
B.S.
Universidad de Sevilla 2010 — 2010
Robert W. Baird & Co. November 2012 - Present
Education
University of Wisconsin-La Crosse 2006 — 2011
B.S.
Universidad de Sevilla 2010 — 2010
Danielle (Danielle Kopp) Farmer's Robert W. Baird & Co. Experience August 2014 - Present
Job IB Client Relationship Specialist
Industry Financial Services
Experience
Robert W. Baird & Co. August 2014 - Present
Foot Locker August 2013 - July 2014
Robert W. Baird & Co. July 2012 - August 2013
Great Range Capital May 2011 - August 2011
Skills
Bloomberg, Financial Analysis, Financial Modeling, Valuation, Investment Banking
Education
The University of Kansas 2008 — 2012
Bachelor of Science, Accounting and Finance
Robert W. Baird & Co. August 2014 - Present
Foot Locker August 2013 - July 2014
Robert W. Baird & Co. July 2012 - August 2013
Great Range Capital May 2011 - August 2011
Skills
Bloomberg, Financial Analysis, Financial Modeling, Valuation, Investment Banking
Education
The University of Kansas 2008 — 2012
Bachelor of Science, Accounting and Finance
Laura Thurow, CFA Laura Thurow, CFA's Robert W. Baird & Co. Experience January 2015 - Present
Job CoDirector of PWM Research, Products & Services at Robert W. Baird & Co.
Industry Investment Management
Experience
Robert W. Baird & Co. January 2015 - Present
Robert W. Baird January 2011 - Present
Robert W. Baird & Co. February 2010 - December 2010
Robert W. Baird & Co. January 2008 - January 2010
Robert W. Baird & Co. June 2005 - December 2007
Robert W. Baird July 2000 - June 2005
Education
The University of Chicago Booth School of Business 2003 — 2006
MBA, Finance, Strategy
Trinity College-Hartford 1996 — 2000
BA, Economics
Robert W. Baird & Co. January 2015 - Present
Robert W. Baird January 2011 - Present
Robert W. Baird & Co. February 2010 - December 2010
Robert W. Baird & Co. January 2008 - January 2010
Robert W. Baird & Co. June 2005 - December 2007
Robert W. Baird July 2000 - June 2005
Education
The University of Chicago Booth School of Business 2003 — 2006
MBA, Finance, Strategy
Trinity College-Hartford 1996 — 2000
BA, Economics
Annette Gaston Annette Gaston's Robert W. Baird & Co. Experience August 2011 - August 2012
Job Morgan Stanley
Industry Investment Management
Experience
Morgan Stanley Investment Management October 2012 - Present
Robert W. Baird & Co. August 2011 - August 2012
Skills
Alternative Investments, Mutual Funds, Asset Allocation, Series 7, Investments, Strategic Financial..., Money Management, Portfolio Management, Banking, Credit, ETFs, Financial Analysis, Financial Services, Financial Planning, Investment Strategies, Retirement Planning, Risk Management, Series 63, Uniform Combined State..., Wealth Management
Education
University of Arizona
Morgan Stanley Investment Management October 2012 - Present
Robert W. Baird & Co. August 2011 - August 2012
Skills
Alternative Investments, Mutual Funds, Asset Allocation, Series 7, Investments, Strategic Financial..., Money Management, Portfolio Management, Banking, Credit, ETFs, Financial Analysis, Financial Services, Financial Planning, Investment Strategies, Retirement Planning, Risk Management, Series 63, Uniform Combined State..., Wealth Management
Education
University of Arizona
Nicholas Zepf's Robert W. Baird & Co. Experience March 2007 - Present
Job Agent at Aflac
Industry Insurance
Experience
Aflac September 2012 - Present
Robert W. Baird & Co. March 2007 - Present
Skills
Lifelong Learning, Strategic Leadership, Direct Sales, Strategic Planning, New Business Development, Business Planning, Operations Management, QuickBooks, Microsoft Office, Procurement, Order Fulfillment, Organization, Licensed Life & Health...
Education
University of Central Florida 2010 — 2012
Masters of Business Administration
University of Central Florida 2005 — 2009
Bachelor of Science, Finance
Valencia College 2007 — 2008
Associate, Arts, Accounting
Aflac September 2012 - Present
Robert W. Baird & Co. March 2007 - Present
Skills
Lifelong Learning, Strategic Leadership, Direct Sales, Strategic Planning, New Business Development, Business Planning, Operations Management, QuickBooks, Microsoft Office, Procurement, Order Fulfillment, Organization, Licensed Life & Health...
Education
University of Central Florida 2010 — 2012
Masters of Business Administration
University of Central Florida 2005 — 2009
Bachelor of Science, Finance
Valencia College 2007 — 2008
Associate, Arts, Accounting
Miles Edwards's Robert W. Baird & Co. Experience June 2013 - August 2013
Job Oracle HCM Strategic Account Manager
Industry Computer Networking
Experience
Oracle July 2015 - Present
Deutsche Bank June 2014 - August 2014
Robert W. Baird & Co. June 2013 - August 2013
Robert W. Baird & Co. May 2012 - July 2012
Apple Retail January 2011 - September 2011
Games People Play October 2007 - July 2010
Skills
Sales, SaaS, Finance, Sales Management, Investment Banking, Microsoft Office, PowerPoint, Economics, Mac OS, Data Analysis, Market Research, Capital IQ, Analysis, Interpersonal..., Factiva, iWork, Access, Mergers & Acquisitions, Hoppenstedt, Cloud Applications
Education
University of Wisconsin-Madison - School of Business 2010 — 2015
Bachelor of Business Administration (B.B.A.), Finance, Investment & Banking, & German
Albert-Ludwigs-Universität Freiburg im Breisgau 2012 — 2013
Non-Profit/Public/Organizational Management
Oracle July 2015 - Present
Deutsche Bank June 2014 - August 2014
Robert W. Baird & Co. June 2013 - August 2013
Robert W. Baird & Co. May 2012 - July 2012
Apple Retail January 2011 - September 2011
Games People Play October 2007 - July 2010
Skills
Sales, SaaS, Finance, Sales Management, Investment Banking, Microsoft Office, PowerPoint, Economics, Mac OS, Data Analysis, Market Research, Capital IQ, Analysis, Interpersonal..., Factiva, iWork, Access, Mergers & Acquisitions, Hoppenstedt, Cloud Applications
Education
University of Wisconsin-Madison - School of Business 2010 — 2015
Bachelor of Business Administration (B.B.A.), Finance, Investment & Banking, & German
Albert-Ludwigs-Universität Freiburg im Breisgau 2012 — 2013
Non-Profit/Public/Organizational Management
Adam Meinrod, CFP® Adam Meinrod, CFP®'s Robert W. Baird & Co. Experience 1997 - 2005
Job Senior Vice President Investments, Meinrod & Leeper Wealth Management of Raymond James
Industry Financial Services
Experience
Meinrod & Leeper Wealth Management of Raymond James September 2005 - Present
Robert W. Baird & Co. 1997 - 2005
Merrill Lynch 1994 - 1997
Private Jet Expeditions 1993 - 1994
US Navy 1986 - 1993
Skills
Investments, Wealth Management, Retirement Planning, Investment Strategies, Estate Planning, Retirement, Portfolio Management, Securities, Strategic Planning
Education
United States Naval Academy 1982 — 1986
Bachelor of Arts, Economics
Lima Senior High School - Spartans 1978 — 1982
Meinrod & Leeper Wealth Management of Raymond James September 2005 - Present
Robert W. Baird & Co. 1997 - 2005
Merrill Lynch 1994 - 1997
Private Jet Expeditions 1993 - 1994
US Navy 1986 - 1993
Skills
Investments, Wealth Management, Retirement Planning, Investment Strategies, Estate Planning, Retirement, Portfolio Management, Securities, Strategic Planning
Education
United States Naval Academy 1982 — 1986
Bachelor of Arts, Economics
Lima Senior High School - Spartans 1978 — 1982
Peter Tran Peter Tran's Robert W. Baird & Co. Experience July 2010 - August 2012
Job Associate Technology M&A at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse April 2014 - Present
Credit Suisse August 2012 - March 2014
Robert W. Baird & Co. July 2010 - August 2012
Morgan Stanley Smith Barney 2008 - 2009
Skills
Healthcare, Mergers, Valuation, Financial Modeling, Acquisition Analysis, Due Diligence, Mergers
Education
Washington University in St. Louis - Olin Business School 2009 — 2010
Master of Science, Finance
University of California, San Diego 2004 — 2008
Bachelor of Arts, Psychology, Pre-Medical
Credit Suisse April 2014 - Present
Credit Suisse August 2012 - March 2014
Robert W. Baird & Co. July 2010 - August 2012
Morgan Stanley Smith Barney 2008 - 2009
Skills
Healthcare, Mergers, Valuation, Financial Modeling, Acquisition Analysis, Due Diligence, Mergers
Education
Washington University in St. Louis - Olin Business School 2009 — 2010
Master of Science, Finance
University of California, San Diego 2004 — 2008
Bachelor of Arts, Psychology, Pre-Medical
Frank Moroni's Robert W. Baird & Co. Experience March 2008 - Present
Job Chicago Branch & Winnetka Branch Manager at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. March 2008 - Present
Morgan Stanley Smith Barney 2007 - 2008
UBS January 1984 - March 2007
Skills
Recruiting, Financial Advisory, Wealth, Series 7, Series 63, Wealth Management, Mutual Funds, Securities, Retirement Planning, Asset Allocation, Investments, FINRA, Investment Advisory, Alternative Investments, Equities, Strategic Financial..., Asset Managment, Finance, Series 24, Leadership
Education
University of Dayton 1973 — 1976
BA, History, Philsophy
Fenwick High School Oak Park Il
Robert W. Baird & Co. March 2008 - Present
Morgan Stanley Smith Barney 2007 - 2008
UBS January 1984 - March 2007
Skills
Recruiting, Financial Advisory, Wealth, Series 7, Series 63, Wealth Management, Mutual Funds, Securities, Retirement Planning, Asset Allocation, Investments, FINRA, Investment Advisory, Alternative Investments, Equities, Strategic Financial..., Asset Managment, Finance, Series 24, Leadership
Education
University of Dayton 1973 — 1976
BA, History, Philsophy
Fenwick High School Oak Park Il
Robert Bardin's Robert W. Baird & Co. Experience May 2015 - August 2015
Job MBA Student at KU
Industry Financial Services
Experience
Robert W. Baird & Co. May 2015 - August 2015
TRC Companies, Inc. September 2011 - October 2012
Longmeadow Public Schools November 2010 - March 2011
Grassroots Campaigns 2009 - 2009
Walbridge 2008 - 2008
Skills
Environmental..., Environmental Awareness, Environmental Consulting, Groundwater, Environmental Impact..., Water, Environmental Compliance, Groundwater Remediation, Water Resources, Remediation, Phase I, Environmental..., Hazardous Waste..., Matlab, Hydrology, Stormwater Management, Air Quality, Wastewater Treatment, Investments
Education
University of Kansas - Graduate School of Business 2014 — 2015
Master of Business Administration (MBA), Finance, General
Tufts University 2006 — 2010
BSEVE, Environmental Engineering
Robert W. Baird & Co. May 2015 - August 2015
TRC Companies, Inc. September 2011 - October 2012
Longmeadow Public Schools November 2010 - March 2011
Grassroots Campaigns 2009 - 2009
Walbridge 2008 - 2008
Skills
Environmental..., Environmental Awareness, Environmental Consulting, Groundwater, Environmental Impact..., Water, Environmental Compliance, Groundwater Remediation, Water Resources, Remediation, Phase I, Environmental..., Hazardous Waste..., Matlab, Hydrology, Stormwater Management, Air Quality, Wastewater Treatment, Investments
Education
University of Kansas - Graduate School of Business 2014 — 2015
Master of Business Administration (MBA), Finance, General
Tufts University 2006 — 2010
BSEVE, Environmental Engineering
Paige Blair, CAMS Paige Blair, CAMS's Robert W. Baird & Co. Experience May 2011 - August 2011
Job AML Officer, Consumer and Private Wealth Management Client Onboarding at SunTrust
Industry Financial Services
Experience
SunTrust July 2015 - Present
Crowe Horwath LLP September 2012 - June 2015
Robert W. Baird & Co. May 2011 - August 2011
JWT May 2010 - August 2010
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Teamwork, Research, Financial Analysis, Social Media, Accounting
Education
The University of Georgia 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance, General
SunTrust July 2015 - Present
Crowe Horwath LLP September 2012 - June 2015
Robert W. Baird & Co. May 2011 - August 2011
JWT May 2010 - August 2010
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Teamwork, Research, Financial Analysis, Social Media, Accounting
Education
The University of Georgia 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance, General
Gregor Schauer's Robert W. Baird & Co. Experience June 2011 - June 2013
Job
Industry Investment Banking
Experience
National Positions South Africa January 2014 - December 2014
Robert W. Baird & Co. June 2011 - June 2013
Lazard Capital Markets April 2010 - May 2011
Jefferies & Company May 2008 - July 2009
JMP Securities April 2007 - May 2008
Google April 2006 - April 2007
Google August 2003 - March 2006
Google October 2002 - July 2003
Skills
Financial Modeling, Corporate Development, Valuation, Corporate Finance, Competitive Analysis, Equities, Financial Analysis, Investment Banking, Hedge Funds, Private Equity, Capital Markets, Equity Research, Mergers, Due Diligence, Analytics, Investments, Business Strategy, Finance, Mergers & Acquisitions
Education
University of California, Berkeley - Walter A. Haas School of Business 2002 — 2005
Master of Business Administration (MBA)
National Positions South Africa January 2014 - December 2014
Robert W. Baird & Co. June 2011 - June 2013
Lazard Capital Markets April 2010 - May 2011
Jefferies & Company May 2008 - July 2009
JMP Securities April 2007 - May 2008
Google April 2006 - April 2007
Google August 2003 - March 2006
Google October 2002 - July 2003
Skills
Financial Modeling, Corporate Development, Valuation, Corporate Finance, Competitive Analysis, Equities, Financial Analysis, Investment Banking, Hedge Funds, Private Equity, Capital Markets, Equity Research, Mergers, Due Diligence, Analytics, Investments, Business Strategy, Finance, Mergers & Acquisitions
Education
University of California, Berkeley - Walter A. Haas School of Business 2002 — 2005
Master of Business Administration (MBA)
Kathy Blake Carey, CFA's Robert W. Baird & Co. Experience 2013 - Present
Job
Industry Investment Management
Experience
Robert W. Baird & Co. 2013 - Present
Northwestern Mutual-Mason Street Advisors 2003 - 2012
Robert W. Baird & Co. 1999 - 2003
GE-Healthcare-Asset Management Operations 1998 - 1999
Center for Creative Leadership 1995 - 1998
Paine Webber 1994 - 1995
Skills
Equity Research, Investment Management, Equity Valuation, Asset Allocation, Client Relations Skills, Team Leadership, Cross Functional Teams, Presentations, Report Writing, Risk Analysis, Equities, Investments
Education
Yale University 1989 — 1993
BA
University of Colorado at Colorado Springs 1995 — 1997
MBA
Robert W. Baird & Co. 2013 - Present
Northwestern Mutual-Mason Street Advisors 2003 - 2012
Robert W. Baird & Co. 1999 - 2003
GE-Healthcare-Asset Management Operations 1998 - 1999
Center for Creative Leadership 1995 - 1998
Paine Webber 1994 - 1995
Skills
Equity Research, Investment Management, Equity Valuation, Asset Allocation, Client Relations Skills, Team Leadership, Cross Functional Teams, Presentations, Report Writing, Risk Analysis, Equities, Investments
Education
Yale University 1989 — 1993
BA
University of Colorado at Colorado Springs 1995 — 1997
MBA
Christopher K. Merker, CFA's Robert W. Baird & Co. Experience August 2004 - Present
Job Senior Vice President, Robert W. Baird & Co.
Industry Investment Management
Experience
Marquette University January 2010 - Present
Robert W. Baird & Co. August 2004 - Present
Metavante 2003 - 2004
Kohler Co. February 2002 - June 2003
EVE Global Group LLC April 2000 - September 2001
Bayer AG January 1999 - June 1999
The Hawthorn Group September 1996 - July 1998
American Embassy Dublin February 1995 - January 1996
Skills
Portfolio Management, Teaching, Asset Management, Financial Analysis, Investments, Research, Strategy, Financial Modeling, Wealth Management, Private Equity, Asset Allocation, Finance, Investment Management, Analysis, Start-ups, Market Research, Management, Trading, Valuation, Bloomberg, Cross-functional Team...
Education
Marquette University 2013 — 2017
Interdisciplinary Ph.D. Program, Investment Management and Fiduciary Practices
Thunderbird School of Global Management 1998 — 2000
MBA, International Business
University of Iowa 1990 — 1994
BA, Liberal Arts, German, Economics
Washington High School 1987 — 1990
Marquette University January 2010 - Present
Robert W. Baird & Co. August 2004 - Present
Metavante 2003 - 2004
Kohler Co. February 2002 - June 2003
EVE Global Group LLC April 2000 - September 2001
Bayer AG January 1999 - June 1999
The Hawthorn Group September 1996 - July 1998
American Embassy Dublin February 1995 - January 1996
Skills
Portfolio Management, Teaching, Asset Management, Financial Analysis, Investments, Research, Strategy, Financial Modeling, Wealth Management, Private Equity, Asset Allocation, Finance, Investment Management, Analysis, Start-ups, Market Research, Management, Trading, Valuation, Bloomberg, Cross-functional Team...
Education
Marquette University 2013 — 2017
Interdisciplinary Ph.D. Program, Investment Management and Fiduciary Practices
Thunderbird School of Global Management 1998 — 2000
MBA, International Business
University of Iowa 1990 — 1994
BA, Liberal Arts, German, Economics
Washington High School 1987 — 1990
Tanya Powers's Robert W. Baird & Co. Experience 1999 - 2001
Job National Account Manager Lincoln Financial
Industry Insurance
Experience
Unum June 2008 - January 2010
Hartford Life August 2002 - December 2007
GamePlan Financial Marketing December 2001 - August 2002
Robert W. Baird & Co. 1999 - 2001
Skills
Customer Service, Marketing, Cold Calling, Salesforce.com, Insurance, Networking, Management, Brokers, Underwriting, Leadership, Term Life Insurance
Education
The University of Georgia 1993 — 1997
BSW
Unum June 2008 - January 2010
Hartford Life August 2002 - December 2007
GamePlan Financial Marketing December 2001 - August 2002
Robert W. Baird & Co. 1999 - 2001
Skills
Customer Service, Marketing, Cold Calling, Salesforce.com, Insurance, Networking, Management, Brokers, Underwriting, Leadership, Term Life Insurance
Education
The University of Georgia 1993 — 1997
BSW
Kimberly Snell's Robert W. Baird & Co. Experience July 2010 - June 2013
Job Experienced Executive Assistant Open To New Opportunities!
Industry Financial Services
Experience
Various Contract Positions June 2013 - Present
Robert W. Baird & Co. July 2010 - June 2013
Nollenberger Capital Partners September 2005 - August 2009
Banc of America Securities September 1997 - August 2004
Skills
Concur, Microsoft Excel, Calendaring, Travel Arrangements, Expense Reports, Calendars, Confidentiality, Executive Support, Executive..., Spreadsheets, Office Management, Heavy Calendaring, Meeting Scheduling, Office Administration, Administrative..., Event Planning, Leadership, Management, Marketing, Microsoft Office, Microsoft Word
Education
University of Cincinnati
Various Contract Positions June 2013 - Present
Robert W. Baird & Co. July 2010 - June 2013
Nollenberger Capital Partners September 2005 - August 2009
Banc of America Securities September 1997 - August 2004
Skills
Concur, Microsoft Excel, Calendaring, Travel Arrangements, Expense Reports, Calendars, Confidentiality, Executive Support, Executive..., Spreadsheets, Office Management, Heavy Calendaring, Meeting Scheduling, Office Administration, Administrative..., Event Planning, Leadership, Management, Marketing, Microsoft Office, Microsoft Word
Education
University of Cincinnati
Jimme Perkins's Robert W. Baird & Co. Experience July 2014 - Present
Job Senior Vice President, Financial Advisor at Robert W. Baird & Co.
Industry Investment Management
Experience
Robert W. Baird & Co. July 2014 - Present
McAdams,Wright,Ragen November 2005 - July 2014
Ragen MacKenzie September 1997 - November 2005
Skills
Portfolio Management, Retirement Planning, Equities, Stocks, Investments, Series 7, Equity Valuation, Options, Stock Picking, Series 65
Education
University of Arizona 1986 — 1991
Bachelor's Degree, Political Science and History
Lakeridge High School 1982 — 1986
High School
Robert W. Baird & Co. July 2014 - Present
McAdams,Wright,Ragen November 2005 - July 2014
Ragen MacKenzie September 1997 - November 2005
Skills
Portfolio Management, Retirement Planning, Equities, Stocks, Investments, Series 7, Equity Valuation, Options, Stock Picking, Series 65
Education
University of Arizona 1986 — 1991
Bachelor's Degree, Political Science and History
Lakeridge High School 1982 — 1986
High School
Andrew Lincoln's Robert W. Baird & Co. Experience June 2005 - August 2005
Job MBA Candidate, Haas School of Business at UC Berkeley
Industry Information Technology and Services
Experience
BMO Financial Group July 2011 - May 2015
Marshall & Ilsley Corporation June 2006 - July 2011
Wheaton Bank & Trust Co. January 2006 - April 2006
Robert W. Baird & Co. June 2005 - August 2005
Skills
Fixed Income, Capital Markets, Equities, Derivatives, Risk Management, Foreign Exchange
Education
University of California, Berkeley, Haas School of Business 2015 — 2017
Master of Business Administration (MBA)
Wheaton College 2002 — 2006
B.S., Mathematics, Economics
BMO Financial Group July 2011 - May 2015
Marshall & Ilsley Corporation June 2006 - July 2011
Wheaton Bank & Trust Co. January 2006 - April 2006
Robert W. Baird & Co. June 2005 - August 2005
Skills
Fixed Income, Capital Markets, Equities, Derivatives, Risk Management, Foreign Exchange
Education
University of California, Berkeley, Haas School of Business 2015 — 2017
Master of Business Administration (MBA)
Wheaton College 2002 — 2006
B.S., Mathematics, Economics
Mircea Dobre, CFA's Robert W. Baird & Co. Experience November 2011 - Present
Job Vice President Equity Research at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. November 2011 - Present
RW Baird & Co. January 2009 - October 2011
RW Baird & Co. February 2002 - December 2008
Deloitte & Touche LLP 2001 - 2002
Skills
Financial Modeling, Equity Research, Investments
Education
The University of Chicago - Booth School of Business 2006 — 2008
Master of Business Administration (MBA), Accounting and Finance
Robert W. Baird & Co. November 2011 - Present
RW Baird & Co. January 2009 - October 2011
RW Baird & Co. February 2002 - December 2008
Deloitte & Touche LLP 2001 - 2002
Skills
Financial Modeling, Equity Research, Investments
Education
The University of Chicago - Booth School of Business 2006 — 2008
Master of Business Administration (MBA), Accounting and Finance
Meron Winkler's Robert W. Baird & Co. Experience March 2011 - June 2013
Job MBA | 2015 | Chicago Booth
Industry Consumer Goods
Experience
Schlep, Inc. June 2014 - September 2014
Robert Bosch Tool Corporation April 2014 - August 2014
Robert W. Baird & Co. March 2011 - June 2013
Morgan Stanley Smith Barney July 2010 - February 2011
TradingRM, LLC July 2008 - October 2009
Mesirow Financial June 2006 - July 2008
Skills
Entrepreneurship, Financial Modeling, Business Development, Valuation, Business Strategy, Start-ups, Private Equity, Due Diligence, Investment Banking, Capital Markets, M&A experience, Bloomberg, LBO, Corporate Finance, Corporate Development
Education
The University of Chicago - Booth School of Business 2013 — 2015
MBA Candidate
University of Illinois at Urbana-Champaign - College of Business 2002 — 2006
Bachelor of Science (B.S.), Finance
Schlep, Inc. June 2014 - September 2014
Robert Bosch Tool Corporation April 2014 - August 2014
Robert W. Baird & Co. March 2011 - June 2013
Morgan Stanley Smith Barney July 2010 - February 2011
TradingRM, LLC July 2008 - October 2009
Mesirow Financial June 2006 - July 2008
Skills
Entrepreneurship, Financial Modeling, Business Development, Valuation, Business Strategy, Start-ups, Private Equity, Due Diligence, Investment Banking, Capital Markets, M&A experience, Bloomberg, LBO, Corporate Finance, Corporate Development
Education
The University of Chicago - Booth School of Business 2013 — 2015
MBA Candidate
University of Illinois at Urbana-Champaign - College of Business 2002 — 2006
Bachelor of Science (B.S.), Finance
Chris DeGrace CFA's Robert W. Baird & Co. Experience August 2001 - March 2002
Job Senior Vice President The DeGrace Group SunTrust Investment Services Inc.
Industry Financial Services
Experience
SunTrust Investment Services Inc May 2006 - Present
Citigroup Smith Barney April 2005 - May 2006
Bear Stearns March 2002 - April 2005
Robert W. Baird & Co. August 2001 - March 2002
Education
University of Alabama 1995 — 2001
SunTrust Investment Services Inc May 2006 - Present
Citigroup Smith Barney April 2005 - May 2006
Bear Stearns March 2002 - April 2005
Robert W. Baird & Co. August 2001 - March 2002
Education
University of Alabama 1995 — 2001
Justin Hauke's Robert W. Baird & Co. Experience July 2008 - Present
Job Senior Research Associate at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. July 2008 - Present
The Show-Me Institute September 2007 - July 2008
Federal Reserve Bank of St. Louis June 2005 - August 2007
Skills
Economics, Financial Analysis, Investments, Valuation, Capital Markets, Financial Modeling, Equity Valuation, Portfolio Management, Equity Research, Bloomberg, Equities, Public Policy
Education
Washington University in St. Louis - Olin Business School 2007 — 2008
MS, Finance
The University of Texas at Austin 2001 — 2005
BA, Economics, Mathematics
Robert W. Baird & Co. July 2008 - Present
The Show-Me Institute September 2007 - July 2008
Federal Reserve Bank of St. Louis June 2005 - August 2007
Skills
Economics, Financial Analysis, Investments, Valuation, Capital Markets, Financial Modeling, Equity Valuation, Portfolio Management, Equity Research, Bloomberg, Equities, Public Policy
Education
Washington University in St. Louis - Olin Business School 2007 — 2008
MS, Finance
The University of Texas at Austin 2001 — 2005
BA, Economics, Mathematics
Eric Palm's Robert W. Baird & Co. Experience July 2009 - February 2010
Job Director of Product at Hipmunk
Industry Internet
Experience
Hipmunk June 2015 - Present
Hipmunk September 2014 - June 2015
YesVideo June 2014 - September 2014
YesVideo July 2013 - June 2014
Apple May 2012 - August 2012
X.commerce October 2011 - December 2011
Palm Global Business Unit, Hewlett-Packard November 2010 - May 2011
Palm Global Business Unit, Hewlett-Packard July 2010 - December 2010
Palm February 2010 - June 2010
Robert W. Baird & Co. July 2009 - February 2010
Skills
Product Management, Data Analysis, Cross-functional Team..., Agile Methodologies, Mobile Applications, User Experience Testing, Competitive Analysis, Analytics, Email Marketing, Strategy, Business Strategy, Marketing Strategy, Entrepreneurship, Business Development, Financial Modeling, Venture Capital, Management, Corporate Finance, Equity Research, Financial Analysis, Mergers & Acquisitions
Education
University of California, Berkeley - Walter A. Haas School of Business 2011 — 2013
Master of Business Administration (MBA)
University of Wisconsin-Madison - School of Business 2002 — 2006
BBA, Double Major: Finance, Political Science
Hipmunk June 2015 - Present
Hipmunk September 2014 - June 2015
YesVideo June 2014 - September 2014
YesVideo July 2013 - June 2014
Apple May 2012 - August 2012
X.commerce October 2011 - December 2011
Palm Global Business Unit, Hewlett-Packard November 2010 - May 2011
Palm Global Business Unit, Hewlett-Packard July 2010 - December 2010
Palm February 2010 - June 2010
Robert W. Baird & Co. July 2009 - February 2010
Skills
Product Management, Data Analysis, Cross-functional Team..., Agile Methodologies, Mobile Applications, User Experience Testing, Competitive Analysis, Analytics, Email Marketing, Strategy, Business Strategy, Marketing Strategy, Entrepreneurship, Business Development, Financial Modeling, Venture Capital, Management, Corporate Finance, Equity Research, Financial Analysis, Mergers & Acquisitions
Education
University of California, Berkeley - Walter A. Haas School of Business 2011 — 2013
Master of Business Administration (MBA)
University of Wisconsin-Madison - School of Business 2002 — 2006
BBA, Double Major: Finance, Political Science
Frank Downey's Robert W. Baird & Co. Experience June 2000 - Present
Job Vice President at Robert W. Baird & Co.
Industry Investment Management
Experience
Baird June 2000 - Present
Robert W. Baird & Co. June 2000 - Present
Equitable Securities Corporation June 1994 - June 2000
Northwestern Mutual June 1991 - June 1994
Education
The University of Georgia 1987 — 1991
Bachelor of Arts (BA)
Baird June 2000 - Present
Robert W. Baird & Co. June 2000 - Present
Equitable Securities Corporation June 1994 - June 2000
Northwestern Mutual June 1991 - June 1994
Education
The University of Georgia 1987 — 1991
Bachelor of Arts (BA)
Robert McMillan's Robert W. Baird & Co. Experience December 2010 - Present
Job Financial Advisor at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. December 2010 - Present
Sageworth Properties, LLC December 2006 - February 2011
Cambridge Partners, LLC 2000 - 2006
Source Technologoes, Inc. January 1993 - September 2000
Anderson & Associates, Inc. 1992 - 1993
Anderson & Associates, Inc. 1992 - 1993
Woodberry Forest School 1989 - 1992
Skills
Investments, Investment Management, Pensions, Private Equity, Portfolio Management, Finance, Mutual Funds, Financial Risk, Financial Analysis, Asset Allocation, Series 7, Strategic Financial..., Retirement Planning, Securities, Real Estate, Wealth Management, Asset Managment, Financial Services, Equities, Wealth, Estate Planning, Investment Advisory, Investment Strategies, Hedge Funds, Venture Capital, Alternative Investments, Financial Modeling, Due Diligence, Risk Management, Brokerage
Education
University of North Carolina at Chapel Hill 1984 — 1988
B.A., Political Science
The University of Manchester
Woodberry Forest School 1980 — 1984
Charlotte Country Day School
Robert W. Baird & Co. December 2010 - Present
Sageworth Properties, LLC December 2006 - February 2011
Cambridge Partners, LLC 2000 - 2006
Source Technologoes, Inc. January 1993 - September 2000
Anderson & Associates, Inc. 1992 - 1993
Anderson & Associates, Inc. 1992 - 1993
Woodberry Forest School 1989 - 1992
Skills
Investments, Investment Management, Pensions, Private Equity, Portfolio Management, Finance, Mutual Funds, Financial Risk, Financial Analysis, Asset Allocation, Series 7, Strategic Financial..., Retirement Planning, Securities, Real Estate, Wealth Management, Asset Managment, Financial Services, Equities, Wealth, Estate Planning, Investment Advisory, Investment Strategies, Hedge Funds, Venture Capital, Alternative Investments, Financial Modeling, Due Diligence, Risk Management, Brokerage
Education
University of North Carolina at Chapel Hill 1984 — 1988
B.A., Political Science
The University of Manchester
Woodberry Forest School 1980 — 1984
Charlotte Country Day School
Nicholas Pruhs's Robert W. Baird & Co. Experience April 2013 - Present
Job Staff Attorney at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. April 2013 - Present
Robert W. Baird & Co. November 2008 - April 2013
CME Group July 2006 - November 2008
Wallenstein Wagner & Rockey June 2001 - January 2006
Education
The University of Chicago - Booth School of Business 2004 — 2006
Master of Business Administration (MBA)
University of Wisconsin Law School 1998 — 2001
Doctor of Law (J.D.)
University of Detroit Mercy 1995 — 1998
Bachelor of Science Chemical Engineering
Robert W. Baird & Co. April 2013 - Present
Robert W. Baird & Co. November 2008 - April 2013
CME Group July 2006 - November 2008
Wallenstein Wagner & Rockey June 2001 - January 2006
Education
The University of Chicago - Booth School of Business 2004 — 2006
Master of Business Administration (MBA)
University of Wisconsin Law School 1998 — 2001
Doctor of Law (J.D.)
University of Detroit Mercy 1995 — 1998
Bachelor of Science Chemical Engineering
Robert Meyer's Robert W. Baird & Co. Experience 2011 - 2014
Job Finance professional
Industry Financial Services
Experience
Meritage Homes April 2014 - June 2015
Robert W. Baird & Co. 2011 - 2014
Barclays Capital / Lehman Brothers 2003 - 2011
ClearLight Partners 2000 - 2002
Bear Stearns & Company 1998 - 2000
Skills
Valuation, Private Equity, Investment Banking, Financial Modeling, Equities, Capital Markets, Hedge Funds, Venture Capital, M&A experience, Due Diligence, Investments, LBO, Leveraged Finance, Corporate Development, Mergers, Mergers & Acquisitions
Education
The University of Chicago - Booth School of Business 2002 — 2004
MBA
University of Michigan - Stephen M. Ross School of Business 1995 — 1998
BBA
Meritage Homes April 2014 - June 2015
Robert W. Baird & Co. 2011 - 2014
Barclays Capital / Lehman Brothers 2003 - 2011
ClearLight Partners 2000 - 2002
Bear Stearns & Company 1998 - 2000
Skills
Valuation, Private Equity, Investment Banking, Financial Modeling, Equities, Capital Markets, Hedge Funds, Venture Capital, M&A experience, Due Diligence, Investments, LBO, Leveraged Finance, Corporate Development, Mergers, Mergers & Acquisitions
Education
The University of Chicago - Booth School of Business 2002 — 2004
MBA
University of Michigan - Stephen M. Ross School of Business 1995 — 1998
BBA
Christine Cilley's Robert W. Baird & Co. Experience November 2014 - Present
Job Vice President, Administrative Manager at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. November 2014 - Present
McAdams Wright Ragen March 2011 - November 2014
National Financial Services March 2007 - March 2011
Equity Services, Inc December 2004 - March 2007
Equity Services, Inc June 2004 - December 2004
Equity Services, Inc October 2003 - June 2004
A.G. Edwards May 2002 - September 2003
Education
University of California, Berkeley 1995 — 1998
Bachelor of Arts, English
Robert W. Baird & Co. November 2014 - Present
McAdams Wright Ragen March 2011 - November 2014
National Financial Services March 2007 - March 2011
Equity Services, Inc December 2004 - March 2007
Equity Services, Inc June 2004 - December 2004
Equity Services, Inc October 2003 - June 2004
A.G. Edwards May 2002 - September 2003
Education
University of California, Berkeley 1995 — 1998
Bachelor of Arts, English
Lisa (Engler) Schatz's Robert W. Baird & Co. Experience February 2012 - Present
Job ConsultantMarketing and Philanthropic Strategies at Robert W. Baird & Co.
Industry Philanthropy
Experience
Robert W. Baird & Co. February 2012 - Present
Credit Suisse June 2009 - February 2012
Charles Fradin Home Collection December 2006 - May 2009
The Gap September 1995 - August 2000
Esprit de Corps December 1987 - September 1995
Skills
Strategy, Strategic Planning, Fundraising, Strategic Partnerships, Marketing, Management, Sales, Selling, Retail, Merchandising, Nonprofits, Leadership, Business Strategy, Consulting
Education
The University of Texas at Austin 1973 — 1977
BA Bus ADMIN, Business
Robert W. Baird & Co. February 2012 - Present
Credit Suisse June 2009 - February 2012
Charles Fradin Home Collection December 2006 - May 2009
The Gap September 1995 - August 2000
Esprit de Corps December 1987 - September 1995
Skills
Strategy, Strategic Planning, Fundraising, Strategic Partnerships, Marketing, Management, Sales, Selling, Retail, Merchandising, Nonprofits, Leadership, Business Strategy, Consulting
Education
The University of Texas at Austin 1973 — 1977
BA Bus ADMIN, Business
Nick Mehta's Robert W. Baird & Co. Experience January 2015 - Present
Job Vice President at Robert W. Baird
Industry Investment Banking
Experience
Robert W. Baird & Co. January 2015 - Present
Credit Suisse July 2010 - July 2014
Bowe Bell + Howell April 2004 - June 2008
Credit Suisse July 2000 - June 2003
Skills
Corporate Finance, Investment Banking, Mergers & Acquisitions, Capital Markets, Valuation, Due Diligence, Financial Analysis, Financial Modeling, Financial Accounting
Education
The University of Chicago Booth School of Business 2008 — 2010
Master of Business Administration (M.B.A.)
University of Illinois at Urbana-Champaign - College of Business 1996 — 2000
Bachelor of Science (B.S.), Finance, General
Robert W. Baird & Co. January 2015 - Present
Credit Suisse July 2010 - July 2014
Bowe Bell + Howell April 2004 - June 2008
Credit Suisse July 2000 - June 2003
Skills
Corporate Finance, Investment Banking, Mergers & Acquisitions, Capital Markets, Valuation, Due Diligence, Financial Analysis, Financial Modeling, Financial Accounting
Education
The University of Chicago Booth School of Business 2008 — 2010
Master of Business Administration (M.B.A.)
University of Illinois at Urbana-Champaign - College of Business 1996 — 2000
Bachelor of Science (B.S.), Finance, General
Owen Hart's Robert W. Baird & Co. Experience 2012 - Present
Job Managing Director, Mergers & Acquisitions at Robert W. Baird & Co.
Industry Investment Banking
Experience
Robert W. Baird & Co. 2012 - Present
Robert W. Baird & Co. 2012 - Present
Cowen and Company, LLC 2003 - 2012
Thomas Weisel Partners 1999 - 2003
Montgomery Securities 1994 - 1999
Lazard 1989 - 1994
Drexel Burnham Lambert 1987 - 1989
Skills
Corporate Finance, Management, Private Equity, Mergers, Valuation, Mergers & Acquisitions, Venture Capital, Investment Banking, Strategy, Corporate Development, Strategic Planning, Investments, Leveraged Finance, LBO, Private Placements, Finance, Hedge Funds, Start-ups, Business Strategy, Emerging Markets, Entrepreneurship, Financial Analysis, IPO, M, Portfolio Management
Education
University of Pennsylvania - The Wharton School 1985 — 1987
MBA, Finance, Real Estate Finance
University of Pennsylvania 1979 — 1982
MLA, Landscape Architecture
Tufts University 1974 — 1978
BA, Environmental Planning & Design
Robert W. Baird & Co. 2012 - Present
Robert W. Baird & Co. 2012 - Present
Cowen and Company, LLC 2003 - 2012
Thomas Weisel Partners 1999 - 2003
Montgomery Securities 1994 - 1999
Lazard 1989 - 1994
Drexel Burnham Lambert 1987 - 1989
Skills
Corporate Finance, Management, Private Equity, Mergers, Valuation, Mergers & Acquisitions, Venture Capital, Investment Banking, Strategy, Corporate Development, Strategic Planning, Investments, Leveraged Finance, LBO, Private Placements, Finance, Hedge Funds, Start-ups, Business Strategy, Emerging Markets, Entrepreneurship, Financial Analysis, IPO, M, Portfolio Management
Education
University of Pennsylvania - The Wharton School 1985 — 1987
MBA, Finance, Real Estate Finance
University of Pennsylvania 1979 — 1982
MLA, Landscape Architecture
Tufts University 1974 — 1978
BA, Environmental Planning & Design
Rodney Tyson's Robert W. Baird & Co. Experience April 2011 - Present
Job Chief Operating Officer Investment Banking at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. April 2011 - Present
Robert W. Baird & Co. August 1998 - Present
First Chicago NBD June 1995 - September 1996
Chase Manhattan Bank, NA June 1992 - June 1995
Citibank, N.A. June 1990 - June 1992
Education
The University of Chicago Booth School of Business 1996 — 1998
MBA, Accounting, Finance
University of Maryland College Park 1986 — 1990
Bachelor of Science (BS), Finance, General
Robert W. Baird & Co. April 2011 - Present
Robert W. Baird & Co. August 1998 - Present
First Chicago NBD June 1995 - September 1996
Chase Manhattan Bank, NA June 1992 - June 1995
Citibank, N.A. June 1990 - June 1992
Education
The University of Chicago Booth School of Business 1996 — 1998
MBA, Accounting, Finance
University of Maryland College Park 1986 — 1990
Bachelor of Science (BS), Finance, General
Jonathan Komp, CFA's Robert W. Baird & Co. Experience January 2015 - Present
Job Senior Research Analyst Apparel & Footwear at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. January 2015 - Present
Robert W. Baird & Co. July 2008 - January 2015
UBS Investment Bank June 2007 - August 2007
Education
The University of Chicago - Booth School of Business 2011 — 2014
MBA
University of Minnesota - Carlson School of Management 2004 — 2008
BSB, Finance, Accounting
Robert W. Baird & Co. January 2015 - Present
Robert W. Baird & Co. July 2008 - January 2015
UBS Investment Bank June 2007 - August 2007
Education
The University of Chicago - Booth School of Business 2011 — 2014
MBA
University of Minnesota - Carlson School of Management 2004 — 2008
BSB, Finance, Accounting
Rachel Paine's Robert W. Baird & Co. Experience August 2007 - May 2008
Job Project Planner
Industry Airlines/Aviation
Experience
Sikorsky Aircraft December 2012 - Present
Sikorsky Aircraft July 2010 - December 2012
The Breakers April 2010 - January 2012
Scuba Works October 2008 - October 2010
Hasak Publishing/Jack Nicklaus Golf Calendar July 2008 - October 2008
Bahamas Methodist Habitat June 2008 - July 2008
Robert W. Baird & Co. August 2007 - May 2008
Community of Hope Church April 2005 - January 2006
Education
University of Central Florida 2004 — 2008
Bachelor of Science, Business Administration- Management
Sikorsky Aircraft December 2012 - Present
Sikorsky Aircraft July 2010 - December 2012
The Breakers April 2010 - January 2012
Scuba Works October 2008 - October 2010
Hasak Publishing/Jack Nicklaus Golf Calendar July 2008 - October 2008
Bahamas Methodist Habitat June 2008 - July 2008
Robert W. Baird & Co. August 2007 - May 2008
Community of Hope Church April 2005 - January 2006
Education
University of Central Florida 2004 — 2008
Bachelor of Science, Business Administration- Management
Andrew Zhang's Robert W. Baird & Co. Experience May 2012 - August 2012
Job Research Associate at Dodge & Cox
Industry Financial Services
Experience
Dodge & Cox August 2013 - Present
Robert W. Baird & Co. May 2012 - August 2012
Education
University of California, Berkeley 2009 — 2013
BS
Monta Vista High School 2006 — 2009
Dodge & Cox August 2013 - Present
Robert W. Baird & Co. May 2012 - August 2012
Education
University of California, Berkeley 2009 — 2013
BS
Monta Vista High School 2006 — 2009
Matthew McAviney's Robert W. Baird & Co. Experience January 2011 - August 2012
Job Healthcare Venture Capital at FPrime Capital
Industry Venture Capital & Private Equity
Experience
F-Prime Capital Partners July 2014 - Present
F-Prime Capital Partners September 2013 - July 2014
Oliver Wyman August 2012 - September 2013
Robert W. Baird & Co. January 2011 - August 2012
Skills
Financial Modeling, Lifesciences, Biotechnology, Valuation, Equity Research, Corporate Development, Venture Capital, Business Development, Strategy, Medicine, Biopharmaceuticals
Education
The University of Chicago Booth School of Business 2009 — 2011
MBA, Strategy, Finance, Economics
University of Illinois College of Medicine 2007 — 2011
MD, Medicine
The University of Chicago 2002 — 2006
BA, Biological Sciences
F-Prime Capital Partners July 2014 - Present
F-Prime Capital Partners September 2013 - July 2014
Oliver Wyman August 2012 - September 2013
Robert W. Baird & Co. January 2011 - August 2012
Skills
Financial Modeling, Lifesciences, Biotechnology, Valuation, Equity Research, Corporate Development, Venture Capital, Business Development, Strategy, Medicine, Biopharmaceuticals
Education
The University of Chicago Booth School of Business 2009 — 2011
MBA, Strategy, Finance, Economics
University of Illinois College of Medicine 2007 — 2011
MD, Medicine
The University of Chicago 2002 — 2006
BA, Biological Sciences
Mains, Norman's Robert W. Baird & Co. Experience September 2007 - Present
Job Director at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. September 2007 - Present
RBC Capital Markets April 1999 - September 2007
ABN AMRO Bank N.V. November 1992 - April 1999
Rodman & Renshaw May 1991 - October 1992
Drexel Burnham Lambert 1985 - 1990
Skills
Investments, Series 7, Equities, Wealth Management, Valuation, Financial Modeling, Private Equity, Asset Managment, Alternative Investments, Capital Markets, Fixed Income, Asset Management, Bloomberg, Bonds, Finance, Hedge Funds, Trading, Venture Capital
Education
UC Berkeley
Robert W. Baird & Co. September 2007 - Present
RBC Capital Markets April 1999 - September 2007
ABN AMRO Bank N.V. November 1992 - April 1999
Rodman & Renshaw May 1991 - October 1992
Drexel Burnham Lambert 1985 - 1990
Skills
Investments, Series 7, Equities, Wealth Management, Valuation, Financial Modeling, Private Equity, Asset Managment, Alternative Investments, Capital Markets, Fixed Income, Asset Management, Bloomberg, Bonds, Finance, Hedge Funds, Trading, Venture Capital
Education
UC Berkeley
Dan Counsell's Robert W. Baird & Co. Experience January 2006 - May 2008
Job Manager Mergers & Acquisitions at Kohler Co.
Industry Investment Banking
Experience
Kohler Co. May 2014 - Present
Baker Tilly Capital October 2010 - May 2014
Privately Held Company June 2008 - October 2010
Robert W. Baird & Co. January 2006 - May 2008
Skills
Series 7, Series 66, Series 79, Valuation, Equities, Portfolio Management, Due Diligence, Trading, Equity Research, Competitive Analysis, Investments, Bloomberg, Strategic Financial..., Financial Modeling, Financial Services, Financial Analysis, FINRA, Uniform Combined State..., Investment Banking, Analysis, Accounting, Finance, Private Equity, Mergers & Acquisitions, Corporate Finance, Financial Planning, Business Strategy
Education
University of Wisconsin-Milwaukee - School of Business Administration 2008 — 2010
MBA, Investment Banking, Financial Strategy and Private Equity
Universidad Complutense de Madrid 2009 — 2009
Finance - Study Abroad Program
University of London 2009 — 2009
Finance - Study Abroad Program
University of Wisconsin-La Crosse 2001 — 2005
BS, Finance and Economics
Kohler Co. May 2014 - Present
Baker Tilly Capital October 2010 - May 2014
Privately Held Company June 2008 - October 2010
Robert W. Baird & Co. January 2006 - May 2008
Skills
Series 7, Series 66, Series 79, Valuation, Equities, Portfolio Management, Due Diligence, Trading, Equity Research, Competitive Analysis, Investments, Bloomberg, Strategic Financial..., Financial Modeling, Financial Services, Financial Analysis, FINRA, Uniform Combined State..., Investment Banking, Analysis, Accounting, Finance, Private Equity, Mergers & Acquisitions, Corporate Finance, Financial Planning, Business Strategy
Education
University of Wisconsin-Milwaukee - School of Business Administration 2008 — 2010
MBA, Investment Banking, Financial Strategy and Private Equity
Universidad Complutense de Madrid 2009 — 2009
Finance - Study Abroad Program
University of London 2009 — 2009
Finance - Study Abroad Program
University of Wisconsin-La Crosse 2001 — 2005
BS, Finance and Economics
Jordan Masnica's Robert W. Baird & Co. Experience February 2015 - Present
Job Quantitative Analyst at Robert W. Baird &Co.
Industry Financial Services
Experience
Robert W. Baird & Co. February 2015 - Present
Robert W. Baird & Co. July 2010 - February 2015
Ameriprise Financial January 2009 - July 2010
Ameriprise Financial May 2007 - July 2010
Education
The University of Chicago - Booth School of Business 2012 — 2015
Master of Business Administration (M.B.A.), Concentrations in Finance and General Management
University of Minnesota-Twin Cities 2003 — 2006
B.S., Economics, Math
Robert W. Baird & Co. February 2015 - Present
Robert W. Baird & Co. July 2010 - February 2015
Ameriprise Financial January 2009 - July 2010
Ameriprise Financial May 2007 - July 2010
Education
The University of Chicago - Booth School of Business 2012 — 2015
Master of Business Administration (M.B.A.), Concentrations in Finance and General Management
University of Minnesota-Twin Cities 2003 — 2006
B.S., Economics, Math
Kyle Bentzien's Robert W. Baird & Co. Experience August 2008 - May 2010
Job Engagement Manager, Monitor Deloitte
Industry Management Consulting
Experience
Deloitte Consulting - Monitor Deloitte (Strategy) Practice October 2012 - Present
A.T. Kearney June 2011 - August 2011
Robert W. Baird & Co. August 2008 - May 2010
Robert W. Baird & Co. July 2006 - August 2008
Skills
Strategy, Business Strategy, Competitive Analysis, Market Entry, Corporate Development, Market Analysis, Market Research, Financial Analysis, Financial Modeling, Go-to-market Strategy, Strategic Financial..., Corporate Finance, Valuation, Due Diligence, Investment Banking, Competitive Strategies, M&A experience, Growth Strategies, Strategic Planning
Education
University of California, Berkeley - Walter A. Haas School of Business 2010 — 2012
MBA
University of Minnesota - Carlson School of Management 2002 — 2006
BSB, Finance
Deloitte Consulting - Monitor Deloitte (Strategy) Practice October 2012 - Present
A.T. Kearney June 2011 - August 2011
Robert W. Baird & Co. August 2008 - May 2010
Robert W. Baird & Co. July 2006 - August 2008
Skills
Strategy, Business Strategy, Competitive Analysis, Market Entry, Corporate Development, Market Analysis, Market Research, Financial Analysis, Financial Modeling, Go-to-market Strategy, Strategic Financial..., Corporate Finance, Valuation, Due Diligence, Investment Banking, Competitive Strategies, M&A experience, Growth Strategies, Strategic Planning
Education
University of California, Berkeley - Walter A. Haas School of Business 2010 — 2012
MBA
University of Minnesota - Carlson School of Management 2002 — 2006
BSB, Finance
Jackie Yuh's Robert W. Baird & Co. Experience May 2011 - August 2011
Job Technology Consultant at Deloitte Consulting LLP
Industry Information Technology and Services
Experience
Bevilacqua-Knight, Inc. (BKi) January 2012 - April 2012
Robert W. Baird & Co. May 2011 - August 2011
Skills
Microsoft Excel, Data Analysis, PowerPoint, Financial Modeling, Management Consulting, Analytics, Market Research, Business Analysis, Financial Analysis, Analysis, Microsoft Word
Education
University of California, Berkeley - Walter A. Haas School of Business 2008 — 2011
Bachelor of Science (B.S.)
Bevilacqua-Knight, Inc. (BKi) January 2012 - April 2012
Robert W. Baird & Co. May 2011 - August 2011
Skills
Microsoft Excel, Data Analysis, PowerPoint, Financial Modeling, Management Consulting, Analytics, Market Research, Business Analysis, Financial Analysis, Analysis, Microsoft Word
Education
University of California, Berkeley - Walter A. Haas School of Business 2008 — 2011
Bachelor of Science (B.S.)
Laura Hagemeier's Robert W. Baird & Co. Experience April 2014 - Present
Job Business Process Analyst at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. April 2014 - Present
Jacobus Energy July 2012 - April 2014
Rockwell Automation May 2011 - July 2012
University of Wisconsin-Madison January 2010 - August 2010
Rockwell Automation May 2009 - August 2009
Rockwell Automation June 2008 - August 2008
Skills
SAP, Analysis, Data Analysis, CRM, Teamwork, French, Time Management, Foreign Languages, Intercultural..., Economics, Public Speaking, Spanish, European Studies, Siebel, Stata, Databases, Presentations, JD Edwards
Education
University of Wisconsin-Madison 2008 — 2012
Bachelor of Science
Université Rennes II - Haute-Bretagne 2010 — 2011
Diplôme Universitaire d’Etudes Françaises
Robert W. Baird & Co. April 2014 - Present
Jacobus Energy July 2012 - April 2014
Rockwell Automation May 2011 - July 2012
University of Wisconsin-Madison January 2010 - August 2010
Rockwell Automation May 2009 - August 2009
Rockwell Automation June 2008 - August 2008
Skills
SAP, Analysis, Data Analysis, CRM, Teamwork, French, Time Management, Foreign Languages, Intercultural..., Economics, Public Speaking, Spanish, European Studies, Siebel, Stata, Databases, Presentations, JD Edwards
Education
University of Wisconsin-Madison 2008 — 2012
Bachelor of Science
Université Rennes II - Haute-Bretagne 2010 — 2011
Diplôme Universitaire d’Etudes Françaises
Laura Barcikowski's Robert W. Baird & Co. Experience September 2014 - Present
Job Senior IB Administrative Assistant at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. September 2014 - Present
Robert W. Baird & Co. June 2007 - September 2014
Lehman Brothers August 1999 - June 2002
Merrill Lynch November 1993 - August 1999
Education
The University of Georgia 2002 — 2006
Bachelor of Arts (BA), Anthropology
Temple of Kriya Yoga Chicago 1995 — 1996
Hatha Yoga Teacher Training, Yoga Teacher Training/Yoga Therapy
Robert W. Baird & Co. September 2014 - Present
Robert W. Baird & Co. June 2007 - September 2014
Lehman Brothers August 1999 - June 2002
Merrill Lynch November 1993 - August 1999
Education
The University of Georgia 2002 — 2006
Bachelor of Arts (BA), Anthropology
Temple of Kriya Yoga Chicago 1995 — 1996
Hatha Yoga Teacher Training, Yoga Teacher Training/Yoga Therapy
gerald marquez's Robert W. Baird & Co. Experience March 2009 - Present
Job Senior Investment Consultant, CFP®, CPWA®, CIMA® at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. March 2009 - Present
Morgan Stanley December 2005 - February 2009
Legg Mason April 1990 - December 2005
Morgan Stanley September 1985 - April 1990
Skills
Investments, Process Improvement, Analysis, Series 7, Business Development, Finance, Strategic Planning, Asset Allocation, Mutual Funds, Wealth Management, Portfolio Management, Financial Modeling
Education
University of Delaware 1977 — 1982
Bachelor of Arts (B.A.), History
University of Delaware 1977 — 1982
Bachelor of Arts (B.A.), History Major Biology Minor
Robert W. Baird & Co. March 2009 - Present
Morgan Stanley December 2005 - February 2009
Legg Mason April 1990 - December 2005
Morgan Stanley September 1985 - April 1990
Skills
Investments, Process Improvement, Analysis, Series 7, Business Development, Finance, Strategic Planning, Asset Allocation, Mutual Funds, Wealth Management, Portfolio Management, Financial Modeling
Education
University of Delaware 1977 — 1982
Bachelor of Arts (B.A.), History
University of Delaware 1977 — 1982
Bachelor of Arts (B.A.), History Major Biology Minor
James Gassman's Robert W. Baird & Co. Experience September 2006 - July 2011
Job Senior Equity Analyst at Thornburg Investment Management
Industry Financial Services
Experience
Thornburg Investment Management July 2014 - Present
Thornburg Investment Management July 2011 - Present
Robert W. Baird & Co. September 2006 - July 2011
Invesco US August 2000 - September 2005
Southwest Securities July 1998 - August 2000
Capital Group October 1993 - July 1996
Skills
Equities, Portfolio Management, Investments, Asset Management, Mutual Funds, Financial Modeling, Bloomberg
Education
Tulane University - A.B. Freeman School of Business 1996 — 1998
Master of Business Administration (MBA), Finance, General
University of the Pacific - Eberhardt School of Business 1988 — 1992
Bachelor of Science (BS), Business Administration and Management, General
Thornburg Investment Management July 2014 - Present
Thornburg Investment Management July 2011 - Present
Robert W. Baird & Co. September 2006 - July 2011
Invesco US August 2000 - September 2005
Southwest Securities July 1998 - August 2000
Capital Group October 1993 - July 1996
Skills
Equities, Portfolio Management, Investments, Asset Management, Mutual Funds, Financial Modeling, Bloomberg
Education
Tulane University - A.B. Freeman School of Business 1996 — 1998
Master of Business Administration (MBA), Finance, General
University of the Pacific - Eberhardt School of Business 1988 — 1992
Bachelor of Science (BS), Business Administration and Management, General
Alison Coy's Robert W. Baird & Co. Experience May 2014 - June 2014
Job Summer Wholesale Intern at Shoshanna
Industry
Experience
Shoshanna June 2015 - August 2015
Robert W. Baird & Co. May 2014 - June 2014
Education
Washington and Lee University 2012 — 2016
Bachelor of Science (B.S.), Business Administration
Universidad Antonio de Nebrija 2014 — 2014
Shoshanna June 2015 - August 2015
Robert W. Baird & Co. May 2014 - June 2014
Education
Washington and Lee University 2012 — 2016
Bachelor of Science (B.S.), Business Administration
Universidad Antonio de Nebrija 2014 — 2014
Beverly Zimmermann's Robert W. Baird & Co. Experience
Job Retired Investment Manager at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co.
Skills
Microsoft Excel, Finance
Education
The University of Georgia
ABJ degree, Journalism/ Public Relations
Robert W. Baird & Co.
Skills
Microsoft Excel, Finance
Education
The University of Georgia
ABJ degree, Journalism/ Public Relations
Margaret Bishop's Robert W. Baird & Co. Experience 2014 - Present
Job Temporary Intern at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. 2014 - Present
Education
Tulane University - A.B. Freeman School of Business
Robert W. Baird & Co. 2014 - Present
Education
Tulane University - A.B. Freeman School of Business
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.