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.,
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Robert W. Baird & Co. Employees
Employee
Years
Job
Industry
Chris McDonagh Chris McDonagh's Robert W. Baird & Co. Experience June 2014 - August 2014
Job Private Wealth Management Intern at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. June 2014 - August 2014
The Colonnade Group August 2013 - November 2013
Robert W. Baird & Co. May 2013 - August 2013
Kiawah Island Golf Resort May 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, Marketing, Financial Analysis, Market Research, Time Management, Multi Tasking, Bloomberg, Bloomberg Terminal, PowerPoint, Access, Public Speaking, Microsoft Word, Leadership, Finance, Customer Service
Education
University of North Carolina at Chapel Hill 2011 — 2015
Bachelor of Science (BS), Business Administration
Providence Day School
Robert W. Baird & Co. June 2014 - August 2014
The Colonnade Group August 2013 - November 2013
Robert W. Baird & Co. May 2013 - August 2013
Kiawah Island Golf Resort May 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, Marketing, Financial Analysis, Market Research, Time Management, Multi Tasking, Bloomberg, Bloomberg Terminal, PowerPoint, Access, Public Speaking, Microsoft Word, Leadership, Finance, Customer Service
Education
University of North Carolina at Chapel Hill 2011 — 2015
Bachelor of Science (BS), Business Administration
Providence Day School
Alex Tatham Alex Tatham's Robert W. Baird & Co. Experience June 2015 - August 2015
Job Incoming Investment Banking Analyst at Robert W. Baird & Co.
Industry Investment Banking
Experience
Robert W. Baird & Co. June 2015 - August 2015
Lincoln International June 2014 - August 2014
Skokie Country Club May 2011 - August 2013
Education
University of Illinois at Urbana-Champaign 2012 — 2016
Accountancy, Senior
Robert W. Baird & Co. June 2015 - August 2015
Lincoln International June 2014 - August 2014
Skokie Country Club May 2011 - August 2013
Education
University of Illinois at Urbana-Champaign 2012 — 2016
Accountancy, Senior
Martin Arredondo's Robert W. Baird & Co. Experience June 2015 - August 2015
Job Private Wealth Management Intern at Robert W. Baird
Industry Financial Services
Experience
Method Music Management June 2015 - Present
University of Illinois at Urbana-Champaign August 2014 - Present
Robert W. Baird & Co. June 2015 - August 2015
PwC June 2014 - July 2014
Pricewaterhousecoopers LLP June 2013 - July 2013
Loyola University Health System August 2009 - June 2012
Seyfarth Shaw August 2008 - June 2009
Skills
Spanish-speaking, Microsoft Excel, Entrepreneurship, Marketing Communications, Event Planning, Nonprofits, Data Analysis, Leadership, Social Media, Customer Service, Research, Spanish, Public Speaking, Microsoft Office, Microsoft Word
Education
University of Illinois at Urbana-Champaign 2012 — 2016
Bachelor's degree, Finance, General, Senior
Cristo Rey Jesuit
Method Music Management June 2015 - Present
University of Illinois at Urbana-Champaign August 2014 - Present
Robert W. Baird & Co. June 2015 - August 2015
PwC June 2014 - July 2014
Pricewaterhousecoopers LLP June 2013 - July 2013
Loyola University Health System August 2009 - June 2012
Seyfarth Shaw August 2008 - June 2009
Skills
Spanish-speaking, Microsoft Excel, Entrepreneurship, Marketing Communications, Event Planning, Nonprofits, Data Analysis, Leadership, Social Media, Customer Service, Research, Spanish, Public Speaking, Microsoft Office, Microsoft Word
Education
University of Illinois at Urbana-Champaign 2012 — 2016
Bachelor's degree, Finance, General, Senior
Cristo Rey Jesuit
Daniel Slade Daniel Slade's Robert W. Baird & Co. Experience June 2015 - Present
Job Business Intelligence Developer at Robert W. Baird & Co.
Industry Information Technology and Services
Experience
Robert W. Baird & Co. June 2015 - Present
Allegient, LLC December 2013 - June 2015
Kirkwood Community College August 2010 - December 2014
Transamerica September 2011 - August 2013
Transamerica March 2011 - September 2011
Transamerica May 2009 - February 2011
Skills
Business Intelligence, Analytics, Business Analytics, SharePoint, Microsoft SQL Server, SQL, Data Visualization, Microsoft BI Suite, Predictive Analytics, Database Design, DAX, PowerPivot, PowerPivot Tabular, Team Leadership, Technical Leadership, Career Development..., Social Networking, SSAS Tabular, Analysis Services, Dashboard, Data Mining, Data Modeling, Databases, Business Analysis, Consulting, Management, Enterprise Software, Process Improvement, SDLC
Education
University of Iowa - Henry B. Tippie College of Business 2005 — 2009
Master of Business Administration (MBA), Entrepreneurship
University of Iowa College of Law 2005 — 2009
Doctor of Law (JD), Corporate Law, International Law
University of Illinois at Urbana-Champaign - College of Business 2001 — 2005
Bachelor of Science (BS), Finance
Robert W. Baird & Co. June 2015 - Present
Allegient, LLC December 2013 - June 2015
Kirkwood Community College August 2010 - December 2014
Transamerica September 2011 - August 2013
Transamerica March 2011 - September 2011
Transamerica May 2009 - February 2011
Skills
Business Intelligence, Analytics, Business Analytics, SharePoint, Microsoft SQL Server, SQL, Data Visualization, Microsoft BI Suite, Predictive Analytics, Database Design, DAX, PowerPivot, PowerPivot Tabular, Team Leadership, Technical Leadership, Career Development..., Social Networking, SSAS Tabular, Analysis Services, Dashboard, Data Mining, Data Modeling, Databases, Business Analysis, Consulting, Management, Enterprise Software, Process Improvement, SDLC
Education
University of Iowa - Henry B. Tippie College of Business 2005 — 2009
Master of Business Administration (MBA), Entrepreneurship
University of Iowa College of Law 2005 — 2009
Doctor of Law (JD), Corporate Law, International Law
University of Illinois at Urbana-Champaign - College of Business 2001 — 2005
Bachelor of Science (BS), Finance
Aden Gebeyehu's Robert W. Baird & Co. Experience December 2014 - Present
Job Financial Services
Industry Financial Services
Experience
Robert W. Baird & Co. December 2014 - Present
Chapman and Cutler LLP August 2013 - December 2014
University of Illinois at Urbana-Champaign November 2012 - May 2013
Champaign County September 2012 - May 2013
CVS Pharmacy April 2008 - April 2011
Skills
Time Management, Project Management, Leadership Development, Team Building, Organization, Operational Efficiency, Microsoft Office, Client Relations
Education
University of Illinois at Urbana-Champaign 2009 — 2013
Bachelor of Science (BS), Integratve Biology, Minor in Leadership Studies
Robert W. Baird & Co. December 2014 - Present
Chapman and Cutler LLP August 2013 - December 2014
University of Illinois at Urbana-Champaign November 2012 - May 2013
Champaign County September 2012 - May 2013
CVS Pharmacy April 2008 - April 2011
Skills
Time Management, Project Management, Leadership Development, Team Building, Organization, Operational Efficiency, Microsoft Office, Client Relations
Education
University of Illinois at Urbana-Champaign 2009 — 2013
Bachelor of Science (BS), Integratve Biology, Minor in Leadership Studies
Baron Becker Baron Becker's Robert W. Baird & Co. Experience November 2012 - Present
Job Senior Vice President Financial Advisor at Robert W Baird
Industry Financial Services
Experience
Robert W. Baird & Co. November 2012 - Present
Morgan Stanley Wealth Management 1999 - 2013
Paine Webber 1997 - 1999
Paine Webber 1993 - 1997
Murphy & Durieu 1991 - 1993
Education
University of Maine
Bachelor of Science (BS), Business Administration and Management, General
Robert W. Baird & Co. November 2012 - Present
Morgan Stanley Wealth Management 1999 - 2013
Paine Webber 1997 - 1999
Paine Webber 1993 - 1997
Murphy & Durieu 1991 - 1993
Education
University of Maine
Bachelor of Science (BS), Business Administration and Management, General
Brent McCormick Brent McCormick's Robert W. Baird & Co. Experience September 1999 - Present
Job Senior Investment ConsultantVice President at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. September 1999 - Present
HRH April 1996 - September 1999
Bartlett Agency September 1991 - April 1996
Transamerica Financial October 1990 - August 1991
Bartlett Agency February 1989 - September 1990
Skills
Series 7-General..., Series 63-Uniform..., Series 65-Uniform..., Series 9-General..., Series 10-General...
Education
University of Iowa 1984 — 1988
Bachelor's degree
Moline High school 1982 — 1984
Robert W. Baird & Co. September 1999 - Present
HRH April 1996 - September 1999
Bartlett Agency September 1991 - April 1996
Transamerica Financial October 1990 - August 1991
Bartlett Agency February 1989 - September 1990
Skills
Series 7-General..., Series 63-Uniform..., Series 65-Uniform..., Series 9-General..., Series 10-General...
Education
University of Iowa 1984 — 1988
Bachelor's degree
Moline High school 1982 — 1984
Jeff Verde Jeff Verde's Robert W. Baird & Co. Experience July 2010 - August 2012
Job Assistant Vice President at Golub Capital
Industry Venture Capital & Private Equity
Experience
Golub Capital August 2015 - Present
Golub Capital August 2014 - July 2015
Pritzker Group Private Capital August 2012 - August 2014
Robert W. Baird & Co. July 2010 - August 2012
GE Energy May 2009 - August 2009
Skills
LBO, Valuation, Corporate Finance, Bloomberg, Financial Modeling, Investment Banking, Due Diligence, Capital Markets, Portfolio Management, Financial Analysis, Investments, Private Equity, Equities
Education
University of Iowa - Henry B. Tippie College of Business 2006 — 2010
BBA Finance & Economics
Golub Capital August 2015 - Present
Golub Capital August 2014 - July 2015
Pritzker Group Private Capital August 2012 - August 2014
Robert W. Baird & Co. July 2010 - August 2012
GE Energy May 2009 - August 2009
Skills
LBO, Valuation, Corporate Finance, Bloomberg, Financial Modeling, Investment Banking, Due Diligence, Capital Markets, Portfolio Management, Financial Analysis, Investments, Private Equity, Equities
Education
University of Iowa - Henry B. Tippie College of Business 2006 — 2010
BBA Finance & Economics
Dana Alvarez Dana Alvarez's Robert W. Baird & Co. Experience May 2003 - September 2008
Job Assessment Project Manager
Industry Management Consulting
Experience
Caveon May 2013 - Present
Heartland Community College November 2009 - May 2013
Illinois Wesleyan University April 2009 - November 2009
Robert W. Baird & Co. May 2003 - September 2008
Skills
Microsoft Office, PeopleSoft, Bloomberg, Advance, SharePoint, Higher Education, Public Relations, Event Planning, Social Media Marketing, Adult Education, Educational Leadership, Community Outreach, Community Service, Public Speaking, Leadership, Program Management, Staff Development, Social Media, Management, Recruiting, Nonprofits
Education
University of Illinois at Urbana-Champaign 1998 — 2002
Bachelor of Arts (B.A.), Anthropology
University High School
Caveon May 2013 - Present
Heartland Community College November 2009 - May 2013
Illinois Wesleyan University April 2009 - November 2009
Robert W. Baird & Co. May 2003 - September 2008
Skills
Microsoft Office, PeopleSoft, Bloomberg, Advance, SharePoint, Higher Education, Public Relations, Event Planning, Social Media Marketing, Adult Education, Educational Leadership, Community Outreach, Community Service, Public Speaking, Leadership, Program Management, Staff Development, Social Media, Management, Recruiting, Nonprofits
Education
University of Illinois at Urbana-Champaign 1998 — 2002
Bachelor of Arts (B.A.), Anthropology
University High School
Lisa Wing Felker Lisa Wing Felker's Robert W. Baird & Co. Experience September 2010 - Present
Job Client Relationship Assistant at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. September 2010 - Present
Skills
Asset Allocation, Customer Service, Microsoft Office, Facebook, Risk Management, Event Planning, Marketing Communications, Salesforce.com, PowerPoint, Leadership, Social Media, Social Media Marketing
Education
University of Michigan-Dearborn 2000 — 2004
BA, Public Relations and Corporate Communications
Robert W. Baird & Co. September 2010 - Present
Skills
Asset Allocation, Customer Service, Microsoft Office, Facebook, Risk Management, Event Planning, Marketing Communications, Salesforce.com, PowerPoint, Leadership, Social Media, Social Media Marketing
Education
University of Michigan-Dearborn 2000 — 2004
BA, Public Relations and Corporate Communications
Reid Melton's Robert W. Baird & Co. Experience May 2015 - August 2015
Job Private Wealth Management Intern at Robert W. Baird & Co.
Industry
Experience
Robert W. Baird & Co. May 2015 - August 2015
Robert W. Baird & Co. May 2014 - August 2014
Skills
Microsoft Excel, Financial Analysis, Finance, Leadership, Editing, Social Media, Research, PowerPoint, Public Speaking, Microsoft Office, Microsoft Word, Statistics, Event Planning, Data Analysis
Education
University of Michigan 2013 — 2017
B.A. History & B.S. Chemistry, Junior
Robert W. Baird & Co. May 2015 - August 2015
Robert W. Baird & Co. May 2014 - August 2014
Skills
Microsoft Excel, Financial Analysis, Finance, Leadership, Editing, Social Media, Research, PowerPoint, Public Speaking, Microsoft Office, Microsoft Word, Statistics, Event Planning, Data Analysis
Education
University of Michigan 2013 — 2017
B.A. History & B.S. Chemistry, Junior
Drew Perryman Drew Perryman's Robert W. Baird & Co. Experience February 2011 - Present
Job Senior Vice President at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. February 2011 - Present
Morgan Stanley December 1986 - February 2011
Skills
Asset Allocation, Wealth Management, Asset Management, Tax Efficiency, Strategic Planning
Education
University of North Carolina at Chapel Hill 1981 — 1985
Bachelor of Science (B.S.), Business Administration
Robert W. Baird & Co. February 2011 - Present
Morgan Stanley December 1986 - February 2011
Skills
Asset Allocation, Wealth Management, Asset Management, Tax Efficiency, Strategic Planning
Education
University of North Carolina at Chapel Hill 1981 — 1985
Bachelor of Science (B.S.), Business Administration
Cole Reichertz Cole Reichertz's Robert W. Baird & Co. Experience May 2015 - Present
Job Assistant Financial Analyst at Robert W. Baird & Co.
Industry
Experience
Robert W. Baird & Co. May 2015 - Present
University of Minnesota May 2014 - October 2014
Ataco Steel Products May 2013 - August 2013
Costco Wholesale June 2012 - January 2013
Felins USA, Inc. September 2011 - June 2012
Roundy's Supermarkets, Inc. July 2010 - March 2011
Skills
Inventory Control, Supply Chain, Microsoft Office, Microsoft Word, PowerPoint, Microsoft Excel, Customer Service, Teamwork, Public Speaking, Time Management, Leadership, Facebook
Education
University of Minnesota - Carlson School of Management 2012 — 2016
Accounting and Finance
Robert W. Baird & Co. May 2015 - Present
University of Minnesota May 2014 - October 2014
Ataco Steel Products May 2013 - August 2013
Costco Wholesale June 2012 - January 2013
Felins USA, Inc. September 2011 - June 2012
Roundy's Supermarkets, Inc. July 2010 - March 2011
Skills
Inventory Control, Supply Chain, Microsoft Office, Microsoft Word, PowerPoint, Microsoft Excel, Customer Service, Teamwork, Public Speaking, Time Management, Leadership, Facebook
Education
University of Minnesota - Carlson School of Management 2012 — 2016
Accounting and Finance
Charlie Wheeler's Robert W. Baird & Co. Experience May 2011 - August 2011
Job Internal Audit at Kemin Industries
Industry Accounting
Experience
Kemin Industries May 2013 - August 2014
BKD CPAs & Advisors January 2014 - March 2014
erodr, inc. May 2013 - March 2014
Robert W. Baird & Co. May 2011 - August 2011
Skills
Accounting, Microsoft Word, Microsoft Office, Auditing, Internal Audit, Investments, Risk Based Audits, Scorecard, ProSystem fx Engagement
Education
University of Missouri-Columbia 2010 — 2015
Masters of Accuontancy, Accounting
Kemin Industries May 2013 - August 2014
BKD CPAs & Advisors January 2014 - March 2014
erodr, inc. May 2013 - March 2014
Robert W. Baird & Co. May 2011 - August 2011
Skills
Accounting, Microsoft Word, Microsoft Office, Auditing, Internal Audit, Investments, Risk Based Audits, Scorecard, ProSystem fx Engagement
Education
University of Missouri-Columbia 2010 — 2015
Masters of Accuontancy, Accounting
Sarah Ellen (Henderson) Lacke Sarah Ellen (Henderson) Lacke's Robert W. Baird & Co. Experience August 2010 - August 2011
Job Real Estate Agent at Carolina One Real Estate
Industry Real Estate
Experience
Carolina One Real Estate January 2013 - Present
Raymond James/ Morgan Keegan and Co, Inc May 2012 - January 2013
Rewined Candles October 2011 - April 2012
Robert W. Baird & Co. August 2010 - August 2011
Merrill Lynch November 2008 - August 2010
Evergreen Investments March 2007 - June 2008
Skills
Sales, Real Estate, Customer Service, Marketing Communications, Series 63, Negotiation, Selling, Asset Management, Budgets, Credit, Financial Analysis, Financial Modeling, Financial Services, Investments, Marketing Strategy, Mutual Funds, New Business Development, Portfolio Management, Securities, Series 7, Social Media Marketing, Strategic Planning, Wealth Management, Marketing, Asset Managment, Valuation, Microsoft Excel
Education
University of North Carolina at Chapel Hill 2002 — 2004
Bachelor, Communications
Clemson University 2000 — 2002
Carolina One Real Estate January 2013 - Present
Raymond James/ Morgan Keegan and Co, Inc May 2012 - January 2013
Rewined Candles October 2011 - April 2012
Robert W. Baird & Co. August 2010 - August 2011
Merrill Lynch November 2008 - August 2010
Evergreen Investments March 2007 - June 2008
Skills
Sales, Real Estate, Customer Service, Marketing Communications, Series 63, Negotiation, Selling, Asset Management, Budgets, Credit, Financial Analysis, Financial Modeling, Financial Services, Investments, Marketing Strategy, Mutual Funds, New Business Development, Portfolio Management, Securities, Series 7, Social Media Marketing, Strategic Planning, Wealth Management, Marketing, Asset Managment, Valuation, Microsoft Excel
Education
University of North Carolina at Chapel Hill 2002 — 2004
Bachelor, Communications
Clemson University 2000 — 2002
David R. Zoellner Sr.'s Robert W. Baird & Co. Experience January 2002 - May 2010
Job Chief Executive Officer & Chief Investment Officer Zoellner Whole Financial P.L.L.C.
Industry Financial Services
Experience
Zoellner Whole Financial PLLC 2010 - Present
J. P. Turner & Company, LLC 2010 - 2013
Robert W. Baird & Co. January 2002 - May 2010
Merrill Lynch January 1991 - May 2002
Shearson Lehman Brothers May 1989 - December 1990
Skills
Financial Advisory, Accomplished Chef, Community Service..., Captain of the SeaRay..., Financial Services, Investments, Equities, Series 7, Wealth Management, Portfolio Management, Investment Banking, Fixed Income, Capital Markets, Asset Managment, Financial Modeling, Mutual Funds, Valuation, Alternative Investments, Retirement Planning, Securities, Private Equity, Financial Analysis, Registered Investment..., Asset Management
Education
University of Michigan- Ann Arbor 1982 — 1986
Bachelor of Arts (B.A.), Business/Communications/Psychology
University of Michigan
Bachelor of General Studies, Business, Communication, Psychology
Zoellner Whole Financial PLLC 2010 - Present
J. P. Turner & Company, LLC 2010 - 2013
Robert W. Baird & Co. January 2002 - May 2010
Merrill Lynch January 1991 - May 2002
Shearson Lehman Brothers May 1989 - December 1990
Skills
Financial Advisory, Accomplished Chef, Community Service..., Captain of the SeaRay..., Financial Services, Investments, Equities, Series 7, Wealth Management, Portfolio Management, Investment Banking, Fixed Income, Capital Markets, Asset Managment, Financial Modeling, Mutual Funds, Valuation, Alternative Investments, Retirement Planning, Securities, Private Equity, Financial Analysis, Registered Investment..., Asset Management
Education
University of Michigan- Ann Arbor 1982 — 1986
Bachelor of Arts (B.A.), Business/Communications/Psychology
University of Michigan
Bachelor of General Studies, Business, Communication, Psychology
Hillery Burkett Emms Hillery Burkett Emms's Robert W. Baird & Co. Experience December 2013 - Present
Job Assistant Vice President & Senior Supervision Officer at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. December 2013 - Present
RBC Wealth Management August 2000 - December 2013
Sabre Holdings May 1998 - August 2000
Smith Barney March 1996 - May 1998
Bley Investment Group, Inc. August 1994 - July 1997
Skills
Financial Reporting, Due Diligence, Mortgage Lending, Risk Management, Budgets, Investments, Wealth Management, Start-ups, Business Development, Mergers & Acquisitions, Asset Management, Financial Analysis, Financial Modeling, Customer Service, Investment Strategies, Management, Sales, Strategic Planning
Education
University of North Texas 1992 — 1994
Bachelor's degree
University of Mississippi 1986 — 1988
Robert W. Baird & Co. December 2013 - Present
RBC Wealth Management August 2000 - December 2013
Sabre Holdings May 1998 - August 2000
Smith Barney March 1996 - May 1998
Bley Investment Group, Inc. August 1994 - July 1997
Skills
Financial Reporting, Due Diligence, Mortgage Lending, Risk Management, Budgets, Investments, Wealth Management, Start-ups, Business Development, Mergers & Acquisitions, Asset Management, Financial Analysis, Financial Modeling, Customer Service, Investment Strategies, Management, Sales, Strategic Planning
Education
University of North Texas 1992 — 1994
Bachelor's degree
University of Mississippi 1986 — 1988
Arthur Rybak Arthur Rybak's Robert W. Baird & Co. Experience July 2014 - Present
Job Investment Banking Analyst at Robert W. Baird & Co.
Industry Investment Banking
Experience
Robert W. Baird & Co. July 2014 - Present
Houlihan Lokey May 2013 - August 2013
Northwestern Mutual May 2012 - September 2012
Skills
Financial Analysis, Investment Banking, Financial Modeling, Strategic Financial..., Valuation
Education
University of Missouri-Columbia 2010 — 2014
Bachelor of Business Administration (BBA), Finance and Economics
Parkway North High School 2006 — 2010
Robert W. Baird & Co. July 2014 - Present
Houlihan Lokey May 2013 - August 2013
Northwestern Mutual May 2012 - September 2012
Skills
Financial Analysis, Investment Banking, Financial Modeling, Strategic Financial..., Valuation
Education
University of Missouri-Columbia 2010 — 2014
Bachelor of Business Administration (BBA), Finance and Economics
Parkway North High School 2006 — 2010
Marco Basu's Robert W. Baird & Co. Experience July 2014 - Present
Job Healthcare Investment Banker at Robert W. Baird & Co.
Industry Investment Banking
Experience
Robert W. Baird & Co. July 2014 - Present
Robert W. Baird & Co. May 2013 - August 2013
Franklin Templeton Investments March 2013 - April 2013
Grant Thornton LLP June 2011 - June 2012
TMDG, LLC May 2009 - June 2011
McGladrey & Pullen September 2008 - March 2009
Skills
Internal Controls, Accounting, Audit, Internal Audit, SOX, External Audit, Financial Reporting, Auditing, GAAP, Financial Analysis, Compliance
Education
University of Michigan Business School 2012 — 2014
Master of Business Administration (MBA)
University of Illinois at Urbana-Champaign - College of Business 2007 — 2008
Master's, Accountancy
University of Illinois at Urbana-Champaign 2003 — 2007
Bachelor of Arts, Economics, Business Minor
Robert W. Baird & Co. July 2014 - Present
Robert W. Baird & Co. May 2013 - August 2013
Franklin Templeton Investments March 2013 - April 2013
Grant Thornton LLP June 2011 - June 2012
TMDG, LLC May 2009 - June 2011
McGladrey & Pullen September 2008 - March 2009
Skills
Internal Controls, Accounting, Audit, Internal Audit, SOX, External Audit, Financial Reporting, Auditing, GAAP, Financial Analysis, Compliance
Education
University of Michigan Business School 2012 — 2014
Master of Business Administration (MBA)
University of Illinois at Urbana-Champaign - College of Business 2007 — 2008
Master's, Accountancy
University of Illinois at Urbana-Champaign 2003 — 2007
Bachelor of Arts, Economics, Business Minor
Phillip Malone's Robert W. Baird & Co. Experience 1998 - 2001
Job See Ya!
Industry Financial Services
Experience
Ella's Hope 2008 - Present
Malone Consulting May 2006 - Present
Rockhouse Securities May 2001 - May 2006
Robert W. Baird & Co. 1998 - 2001
Skills
Wealth Management, Coaching and Consulting, Financial Services, Securities, Trading, Investments, Sales, Selling, Management, Financial Advisory, Asset Allocation, Investment Advisory
Education
University of Missouri-Columbia
BS, Economics
Ella's Hope 2008 - Present
Malone Consulting May 2006 - Present
Rockhouse Securities May 2001 - May 2006
Robert W. Baird & Co. 1998 - 2001
Skills
Wealth Management, Coaching and Consulting, Financial Services, Securities, Trading, Investments, Sales, Selling, Management, Financial Advisory, Asset Allocation, Investment Advisory
Education
University of Missouri-Columbia
BS, Economics
Marissa Nennig Marissa Nennig's Robert W. Baird & Co. Experience June 2014 - August 2014
Job VP of Membership at Beta Alpha Psi
Industry Accounting
Experience
Beta Alpha Psi April 2015 - Present
Westmoor Country Club April 2012 - December 2014
Robert W. Baird & Co. June 2014 - August 2014
Threads Worldwide 2013 - April 2014
Design 2 Construct June 2010 - August 2010
Skills
PowerPoint, Teamwork, Facebook, Spanish, Microsoft Excel, Microsoft Word, Leadership, Non-profit Volunteer, Small Business Marketing, Customer Service, Customer Experience, Public Speaking, Social Media Marketing
Education
University of Denver 2012 — 2016
Bachelor's Degree, Accounting, Junior
Catholic Memorial High School 2008 — 2012
Beta Alpha Psi April 2015 - Present
Westmoor Country Club April 2012 - December 2014
Robert W. Baird & Co. June 2014 - August 2014
Threads Worldwide 2013 - April 2014
Design 2 Construct June 2010 - August 2010
Skills
PowerPoint, Teamwork, Facebook, Spanish, Microsoft Excel, Microsoft Word, Leadership, Non-profit Volunteer, Small Business Marketing, Customer Service, Customer Experience, Public Speaking, Social Media Marketing
Education
University of Denver 2012 — 2016
Bachelor's Degree, Accounting, Junior
Catholic Memorial High School 2008 — 2012
Drew Cullum Drew Cullum's Robert W. Baird & Co. Experience November 1988 - July 1994
Job Registered Representative at Cambridge Investment Research, Inc
Industry Financial Services
Experience
TREW Benefits, Inc January 2004 - Present
Cambridge Investment Research, Inc September 2005 - Present
Securian Financial Group May 2002 - September 2005
OneAmerica Financial Partners Inc. July 1994 - May 2002
Robert W. Baird & Co. November 1988 - July 1994
Kemper Financial Services, Inc. December 1986 - November 1988
BMO Harris Bank July 1984 - December 1986
Education
University of Iowa 1980 — 1984
Bachelor of Science (BS), Marketing
TREW Benefits, Inc January 2004 - Present
Cambridge Investment Research, Inc September 2005 - Present
Securian Financial Group May 2002 - September 2005
OneAmerica Financial Partners Inc. July 1994 - May 2002
Robert W. Baird & Co. November 1988 - July 1994
Kemper Financial Services, Inc. December 1986 - November 1988
BMO Harris Bank July 1984 - December 1986
Education
University of Iowa 1980 — 1984
Bachelor of Science (BS), Marketing
Jamie Foti Jamie Foti's Robert W. Baird & Co. Experience June 2014 - August 2014
Job Summer Analyst, FAV/IP at Charles River Associates
Industry Financial Services
Experience
Charles River Associates June 2015 - August 2015
University of Michigan October 2014 - December 2014
Robert W. Baird & Co. June 2014 - August 2014
Menchies May 2013 - August 2013
Hawken School June 2012 - August 2012
Luna Bakery Cafe March 2012 - May 2012
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Leadership, Microsoft Word, Public Speaking, Social Media, Social Networking, Research
Education
University of Michigan - Stephen M. Ross School of Business 2012 — 2016
Bachelor of Business Administration (B.B.A.), Finance, General
Hawken School 2008 — 2012
Charles River Associates June 2015 - August 2015
University of Michigan October 2014 - December 2014
Robert W. Baird & Co. June 2014 - August 2014
Menchies May 2013 - August 2013
Hawken School June 2012 - August 2012
Luna Bakery Cafe March 2012 - May 2012
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Leadership, Microsoft Word, Public Speaking, Social Media, Social Networking, Research
Education
University of Michigan - Stephen M. Ross School of Business 2012 — 2016
Bachelor of Business Administration (B.B.A.), Finance, General
Hawken School 2008 — 2012
Mallory Stipetich Mallory Stipetich's Robert W. Baird & Co. Experience August 2015 - Present
Job Event Planner Robert W. Baird
Industry Hospitality
Experience
Robert W. Baird & Co. August 2015 - Present
Marcus Hotels & Resorts June 2014 - August 2015
Marcus Hotels & Resorts October 2013 - June 2014
Marcus Hotels and Resorts January 2013 - September 2013
The Upper Crust Bakery and Cafe September 2012 - January 2013
InterContinental Hotels Group May 2012 - August 2012
Willies/Fieldhouse Pub and Grill December 2011 - May 2012
University of Missouri July 2008 - May 2012
Skills
Waitress, Student Athlete, Microsoft Office, Mac OS X, Micros, Customer Service, Open Table, Delphi, Food & Beverage, OS X, Hospitality, Hospitality Management, Event Planning, Catering, Hotels, Hospitality Industry, Time Management, Restaurants, Banquets, Leadership
Education
University of Missouri-Columbia 2008 — 2012
BS, Hospitality Administration/Management, Senior
Robert W. Baird & Co. August 2015 - Present
Marcus Hotels & Resorts June 2014 - August 2015
Marcus Hotels & Resorts October 2013 - June 2014
Marcus Hotels and Resorts January 2013 - September 2013
The Upper Crust Bakery and Cafe September 2012 - January 2013
InterContinental Hotels Group May 2012 - August 2012
Willies/Fieldhouse Pub and Grill December 2011 - May 2012
University of Missouri July 2008 - May 2012
Skills
Waitress, Student Athlete, Microsoft Office, Mac OS X, Micros, Customer Service, Open Table, Delphi, Food & Beverage, OS X, Hospitality, Hospitality Management, Event Planning, Catering, Hotels, Hospitality Industry, Time Management, Restaurants, Banquets, Leadership
Education
University of Missouri-Columbia 2008 — 2012
BS, Hospitality Administration/Management, Senior
Quinessa Solomon's Robert W. Baird & Co. Experience August 2004 - December 2006
Job Closet Cleaner, Personal Shopper, and Administrative Goddess
Industry Apparel & Fashion
Experience
The Kloset Kleaner Project January 2010 - Present
The Kloset Kleaner Project January 2010 - Present
Quinessa Solomon July 2004 - Present
Contextual Management Institute July 2007 - February 2011
Clubline Chicago Magazine January 2006 - August 2007
Robert W. Baird & Co. August 2004 - December 2006
Austin Chamber of Commerce July 2002 - August 2005
Skills
Administrative..., Personal Shopping, Styling, Fashion Design, Social Media, Event Planning, Blogging, Social Networking, Public Relations, Facebook, Event Management, Social Media Marketing
Education
University of Illinois at Urbana-Champaign 2000 — 2004
BA, Sociology
The Kloset Kleaner Project January 2010 - Present
The Kloset Kleaner Project January 2010 - Present
Quinessa Solomon July 2004 - Present
Contextual Management Institute July 2007 - February 2011
Clubline Chicago Magazine January 2006 - August 2007
Robert W. Baird & Co. August 2004 - December 2006
Austin Chamber of Commerce July 2002 - August 2005
Skills
Administrative..., Personal Shopping, Styling, Fashion Design, Social Media, Event Planning, Blogging, Social Networking, Public Relations, Facebook, Event Management, Social Media Marketing
Education
University of Illinois at Urbana-Champaign 2000 — 2004
BA, Sociology
Jeff Wertenberger'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
Robert W. Baird & Co. January 2012 - June 2014
PwC September 2009 - December 2011
PwC June 2008 - August 2008
Skills
Valuation, Financial Modeling, Investment Banking, Capital Raising, Financial Accounting, Corporate Finance, Private Equity, Financial Advisory, SEC Financial Reporting, Fairness Opinions, Capital Markets, Mergers & Acquisitions, Financial Analysis, Client Relations Skills
Education
University of Missouri-Columbia, College of Business
DeSmet Jesuit High School
Robert W. Baird & Co. July 2014 - Present
Robert W. Baird & Co. January 2012 - June 2014
PwC September 2009 - December 2011
PwC June 2008 - August 2008
Skills
Valuation, Financial Modeling, Investment Banking, Capital Raising, Financial Accounting, Corporate Finance, Private Equity, Financial Advisory, SEC Financial Reporting, Fairness Opinions, Capital Markets, Mergers & Acquisitions, Financial Analysis, Client Relations Skills
Education
University of Missouri-Columbia, College of Business
DeSmet Jesuit High School
Bryan Sampson Bryan Sampson's Robert W. Baird & Co. Experience March 2009 - Present
Job Senior Vice President Private Wealth Management at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. March 2009 - Present
Morgan Stanley Smith Barney March 1988 - March 2009
Skills
Series 7, Wealth Management, Asset Allocation, Wealth Management..., Series 65, Investment Management, Investment Advisory, Mutual Funds, 401k, Series 63, Retirement Planning, Uniform Combined State..., Alternative Investments, IRAs, Investment Strategies, Investments, Retirement, Certified Financial..., 401k Rollovers, FINRA, Wealth Accumulation, Financial Advisory, Roth IRA
Education
University of Iowa - Henry B. Tippie College of Business 1981 — 1985
Bachelor of Business Administration (BBA), Finance
Robert W. Baird & Co. March 2009 - Present
Morgan Stanley Smith Barney March 1988 - March 2009
Skills
Series 7, Wealth Management, Asset Allocation, Wealth Management..., Series 65, Investment Management, Investment Advisory, Mutual Funds, 401k, Series 63, Retirement Planning, Uniform Combined State..., Alternative Investments, IRAs, Investment Strategies, Investments, Retirement, Certified Financial..., 401k Rollovers, FINRA, Wealth Accumulation, Financial Advisory, Roth IRA
Education
University of Iowa - Henry B. Tippie College of Business 1981 — 1985
Bachelor of Business Administration (BBA), Finance
Rachel Lewenauer's Robert W. Baird & Co. Experience May 2013 - August 2013
Job Underwriting Analyst at Freddie Mac
Industry Financial Services
Experience
Robert W. Baird & Co. May 2013 - August 2013
Robert W. Baird & Co. May 2012 - August 2012
Martinizing Dry Cleaning August 2009 - August 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Customer Service, Time Management, Team Leadership, Public Speaking, Teamwork, Research, Data Analysis, Strategic Planning, Fundraising, Financial Analysis, Leadership
Education
University of Michigan - Stephen M. Ross School of Business 2011 — 2014
BBA, Finance
Homestead High School 2006 — 2010
Robert W. Baird & Co. May 2013 - August 2013
Robert W. Baird & Co. May 2012 - August 2012
Martinizing Dry Cleaning August 2009 - August 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Customer Service, Time Management, Team Leadership, Public Speaking, Teamwork, Research, Data Analysis, Strategic Planning, Fundraising, Financial Analysis, Leadership
Education
University of Michigan - Stephen M. Ross School of Business 2011 — 2014
BBA, Finance
Homestead High School 2006 — 2010
Scott Reighard Scott Reighard's Robert W. Baird & Co. Experience 2000 - Present
Job Senior VicePresident at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. 2000 - Present
Skills
Wealth Management, Financial Modeling, Strategic Planning, Investments, Financial Analysis, Portfolio Management, Alternative Investments, Asset Allocation, Due Diligence, Investment Advisory, Strategic Financial...
Education
University of Denver
B.S. B.A., Business
Robert W. Baird & Co. 2000 - Present
Skills
Wealth Management, Financial Modeling, Strategic Planning, Investments, Financial Analysis, Portfolio Management, Alternative Investments, Asset Allocation, Due Diligence, Investment Advisory, Strategic Financial...
Education
University of Denver
B.S. B.A., Business
Kevin Overby Kevin Overby's Robert W. Baird & Co. Experience October 2014 - Present
Job Investment Banking Analyst at Robert W. Baird & Co.
Industry Investment Banking
Experience
Robert W. Baird & Co. October 2014 - Present
Aether Investment Partners August 2012 - October 2014
Education
University of North Carolina at Chapel Hill 2008 — 2012
BA, History
Robert W. Baird & Co. October 2014 - Present
Aether Investment Partners August 2012 - October 2014
Education
University of North Carolina at Chapel Hill 2008 — 2012
BA, History
Theresa Rynaski Theresa Rynaski's Robert W. Baird & Co. Experience September 2012 - Present
Job Vice President Wealth Management at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. September 2012 - Present
Morgan Stanley Wealth Management June 1998 - September 2012
Skills
Wealth Management, Retirement Planning, Financial Planning, Mutual Funds, Series 7, Investments, Portfolio Management, Asset Management, Equities, Asset Allocation, Investment Advisory
Education
University of Nebraska at Omaha 1989 — 1993
Bachelor of Arts (B.A.), International Business
Robert W. Baird & Co. September 2012 - Present
Morgan Stanley Wealth Management June 1998 - September 2012
Skills
Wealth Management, Retirement Planning, Financial Planning, Mutual Funds, Series 7, Investments, Portfolio Management, Asset Management, Equities, Asset Allocation, Investment Advisory
Education
University of Nebraska at Omaha 1989 — 1993
Bachelor of Arts (B.A.), International Business
Zack Hyman Zack Hyman's Robert W. Baird & Co. Experience July 2015 - Present
Job Investment Banking Analyst at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. July 2015 - Present
iXperienceCT May 2015 - June 2015
Robert W. Baird & Co. June 2014 - August 2014
Telemus Capital June 2013 - August 2013
GCM Grosvenor May 2013 - May 2013
Crowdrise May 2012 - January 2013
SportsFanatic LLC. January 2006 - August 2011
Skills
Finance, Financial Modeling, Accounting, HTML, Public Speaking, PowerPoint, Marketing, Economics, Asset Management, Global Research, Volunteering, Valuation, Investment Banking, Investment Management, Industry Research, CSS, Ruby on Rails
Education
University of Michigan - Stephen M. Ross School of Business 2010 — 2014
Bachelor's Degree, Business Administration, Finance and Entrepreneurship
Robert W. Baird & Co. July 2015 - Present
iXperienceCT May 2015 - June 2015
Robert W. Baird & Co. June 2014 - August 2014
Telemus Capital June 2013 - August 2013
GCM Grosvenor May 2013 - May 2013
Crowdrise May 2012 - January 2013
SportsFanatic LLC. January 2006 - August 2011
Skills
Finance, Financial Modeling, Accounting, HTML, Public Speaking, PowerPoint, Marketing, Economics, Asset Management, Global Research, Volunteering, Valuation, Investment Banking, Investment Management, Industry Research, CSS, Ruby on Rails
Education
University of Michigan - Stephen M. Ross School of Business 2010 — 2014
Bachelor's Degree, Business Administration, Finance and Entrepreneurship
Jeffrey Susskind's Robert W. Baird & Co. Experience June 2011 - July 2011
Job IBM Federal Software Client Leader IRS
Industry Information Technology and Services
Experience
IBM September 2013 - Present
IBM April 2013 - September 2013
IBM July 2012 - April 2013
ePlus December 2011 - March 2012
Morgan Stanley Smith Barney June 2010 - December 2011
Koa Sports June 2006 - September 2011
Robert W. Baird & Co. June 2011 - July 2011
GTSI June 2008 - August 2008
Skills
Finance, Microsoft Excel, Sales, Social Media, Microsoft Word, Manage Client..., Customer Satisfaction, Customer Service, Sales Management, IT Strategy, Contract Management, Negotiation, Enterprise Software, Sales Process
Education
Robert H. Smith School of Business 2008 — 2012
Bachelor of Science, Finance
University of Maryland College Park 2008 — 2012
Bachelor of Science, Finance
IBM September 2013 - Present
IBM April 2013 - September 2013
IBM July 2012 - April 2013
ePlus December 2011 - March 2012
Morgan Stanley Smith Barney June 2010 - December 2011
Koa Sports June 2006 - September 2011
Robert W. Baird & Co. June 2011 - July 2011
GTSI June 2008 - August 2008
Skills
Finance, Microsoft Excel, Sales, Social Media, Microsoft Word, Manage Client..., Customer Satisfaction, Customer Service, Sales Management, IT Strategy, Contract Management, Negotiation, Enterprise Software, Sales Process
Education
Robert H. Smith School of Business 2008 — 2012
Bachelor of Science, Finance
University of Maryland College Park 2008 — 2012
Bachelor of Science, Finance
Rachael Eubanks's Robert W. Baird & Co. Experience September 2006 - Present
Job Vice President at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. September 2006 - Present
A.G. Edwards July 2003 - July 2006
Skills
Series 7, Public Finance, Bonds, Fixed Income
Education
University of Michigan 1999 — 2003
BA, Economics
Robert W. Baird & Co. September 2006 - Present
A.G. Edwards July 2003 - July 2006
Skills
Series 7, Public Finance, Bonds, Fixed Income
Education
University of Michigan 1999 — 2003
BA, Economics
theodore fuger theodore fuger's Robert W. Baird & Co. Experience July 1988 - July 1999
Job Senior Portfolio Manager at Calder Investment Advisors
Industry Investment Management
Experience
Calder Investment Advisors April 2002 - Present
Robert W. Baird & Co. July 1988 - July 1999
Skills
Investments, Securities, Investment Strategies, Portfolio Management, Asset Managment, Mutual Funds, Strategic Financial..., Equities, Fixed Income, Financial Modeling, Financial Analysis
Education
University of Michigan Business School 1956 — 1958
Master of Business Administration (MBA), Investments and Securities
Yale University 1949 — 1953
Bachelor of Arts (B.A.), Sociology and Anthropology
Calder Investment Advisors April 2002 - Present
Robert W. Baird & Co. July 1988 - July 1999
Skills
Investments, Securities, Investment Strategies, Portfolio Management, Asset Managment, Mutual Funds, Strategic Financial..., Equities, Fixed Income, Financial Modeling, Financial Analysis
Education
University of Michigan Business School 1956 — 1958
Master of Business Administration (MBA), Investments and Securities
Yale University 1949 — 1953
Bachelor of Arts (B.A.), Sociology and Anthropology
James Zimmerman, CFP®, CPWA® James Zimmerman, CFP®, CPWA®'s Robert W. Baird & Co. Experience July 1987 - Present
Job Financial Advisor at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. July 1987 - Present
Skills
Series 7, Investments, Wealth Management, Retirement Planning, Financial Services, Investment Advisory, Finance, Equities, Mutual Funds, Securities, Alternative Investments, Valuation, Financial Analysis, Capital Markets, Asset Allocation, Estate Planning, Portfolio Management, Retirement, Financial Advisory, Series 63, Investment Banking, Strategic Financial..., 401k, Entrepreneurship, Financial Modeling
Education
University of Wisconsin-Madison - School of Business 1981 — 1982
Finance
University of Minnesota-Twin Cities 1979 — 1981
BA, Economics
Evergreen State College 1978 — 1979
Economics
Robert W. Baird & Co. July 1987 - Present
Skills
Series 7, Investments, Wealth Management, Retirement Planning, Financial Services, Investment Advisory, Finance, Equities, Mutual Funds, Securities, Alternative Investments, Valuation, Financial Analysis, Capital Markets, Asset Allocation, Estate Planning, Portfolio Management, Retirement, Financial Advisory, Series 63, Investment Banking, Strategic Financial..., 401k, Entrepreneurship, Financial Modeling
Education
University of Wisconsin-Madison - School of Business 1981 — 1982
Finance
University of Minnesota-Twin Cities 1979 — 1981
BA, Economics
Evergreen State College 1978 — 1979
Economics
Drew Prekop Drew Prekop's Robert W. Baird & Co. Experience June 2012 - Present
Job Student Advisor at Wolverine Venture Fund
Industry Investment Banking
Experience
Robert W. Baird & Co. June 2012 - Present
Wolverine Venture Fund October 2013 - May 2015
Impro International Ltd. March 2014 - April 2014
Robert W. Baird & Co. March 2010 - June 2012
Northwestern Mutual Capital July 2008 - March 2010
Skills
Business Strategy, Investment Banking, Private Equity, Valuation, Financial Analysis, Financial Modeling, Investments, Venture Capital
Education
University of Michigan - Stephen M. Ross School of Business 2013 — 2015
Master of Business Administration (MBA), Finance and Strategy
University of Wisconsin-Madison - School of Business 2005 — 2007
BBA, Finance, Investments & Banking
Robert W. Baird & Co. June 2012 - Present
Wolverine Venture Fund October 2013 - May 2015
Impro International Ltd. March 2014 - April 2014
Robert W. Baird & Co. March 2010 - June 2012
Northwestern Mutual Capital July 2008 - March 2010
Skills
Business Strategy, Investment Banking, Private Equity, Valuation, Financial Analysis, Financial Modeling, Investments, Venture Capital
Education
University of Michigan - Stephen M. Ross School of Business 2013 — 2015
Master of Business Administration (MBA), Finance and Strategy
University of Wisconsin-Madison - School of Business 2005 — 2007
BBA, Finance, Investments & Banking
Bruce Yoshida, CFP® Bruce Yoshida, CFP®'s Robert W. Baird & Co. Experience April 2009 - Present
Job Financial Advisor at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. April 2009 - Present
Morgan Stanley Smith Barney January 1986 - April 2009
JCPenney 1978 - 1986
Skills
Retirement Planning, Estate Planning, Investments, Financial Planning, Private Wealth..., Insurance, Wealth Management..., Strategic Financial..., IRAs, Mutual Funds, Wealth Management, Investment Advisory
Education
University of Idaho 1972 — 1976
BS, Business
kuna 1969 — 1972
Robert W. Baird & Co. April 2009 - Present
Morgan Stanley Smith Barney January 1986 - April 2009
JCPenney 1978 - 1986
Skills
Retirement Planning, Estate Planning, Investments, Financial Planning, Private Wealth..., Insurance, Wealth Management..., Strategic Financial..., IRAs, Mutual Funds, Wealth Management, Investment Advisory
Education
University of Idaho 1972 — 1976
BS, Business
kuna 1969 — 1972
Ron Matz, CIMA®'s Robert W. Baird & Co. Experience
Job Vice President, Private Wealth Management at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co.
Skills
Series 63
Education
University of Kentucky
Robert W. Baird & Co.
Skills
Series 63
Education
University of Kentucky
Jeffrey Kaufman Jeffrey Kaufman's Robert W. Baird & Co. Experience February 2013 - Present
Job Business Management Analyst at Robert W. Baird & Co. and MBA Candidate at the University of Wisconsin
Industry Financial Services
Experience
Robert W. Baird & Co. February 2013 - Present
Investment Technology Group, Inc. July 2011 - December 2012
Investment Technology Group, Inc. August 2010 - July 2011
Investment Technology Group, Inc. May 2009 - July 2009
JPMorgan Chase May 2008 - August 2008
Skills
Statistical Data..., Identifying Client Needs, Revenue Analysis, Customer Profitability, Business Strategy, Strategic Thinking, Cost Reporting, Revenue Forecasting, Strategic Sales..., Competitive Analysis, Microsoft Office, Microsoft Excel, Multi Tasking, Identifying Trends, PowerPoint, Business Objects, Fast Paced Environment
Education
University of Wisconsin-Milwaukee 2014 — 2016
Master of Business Administration (MBA)
University of Michigan - Stephen M. Ross School of Business 2006 — 2010
BBA
Robert W. Baird & Co. February 2013 - Present
Investment Technology Group, Inc. July 2011 - December 2012
Investment Technology Group, Inc. August 2010 - July 2011
Investment Technology Group, Inc. May 2009 - July 2009
JPMorgan Chase May 2008 - August 2008
Skills
Statistical Data..., Identifying Client Needs, Revenue Analysis, Customer Profitability, Business Strategy, Strategic Thinking, Cost Reporting, Revenue Forecasting, Strategic Sales..., Competitive Analysis, Microsoft Office, Microsoft Excel, Multi Tasking, Identifying Trends, PowerPoint, Business Objects, Fast Paced Environment
Education
University of Wisconsin-Milwaukee 2014 — 2016
Master of Business Administration (MBA)
University of Michigan - Stephen M. Ross School of Business 2006 — 2010
BBA
David Kaznecki David Kaznecki's Robert W. Baird & Co. Experience May 2000 - September 2000
Job Account Executive. @FlagstarDave
Industry Financial Services
Experience
Mortgage Bankers Association of South Florida June 2013 - Present
Hillsboro Imperial Condo Association April 2011 - Present
Flagstar Bank January 2004 - Present
Mortgage Bankers Association of South Florida June 2012 - June 2013
Flagstar Bank June 2001 - December 2003
Robert W. Baird & Co. May 2000 - September 2000
Craft Barresi Consultants, LTD May 1998 - September 1999
Skills
Mortgage Lending, Mortgage Banking, FHA, Loans, Refinance, VA loans, Residential Mortgages, USDA, FHA financing, Mortgage Underwriting, Underwriting, Consumer Lending, Customer Service, Marketing, Mortgage Servicing, Team Building, Cold Calling, Wholesale Lending, Mortgage Marketing, Certified Mortgage..., Financial Analysis, Loan Origination, Risk Management, Reverse Mortgages, Real Estate, Management, Credit, Home Equity Loans, Rates, Investments, Investment Properties, Selling, Funding, Credit Risk, Referrals, Sales, Sales Management, Condos, VA Loans
Education
University of Michigan 1997 — 2001
BA, Sports Management
Walled Lake Western 1993 — 1997
Mortgage Bankers Association of South Florida June 2013 - Present
Hillsboro Imperial Condo Association April 2011 - Present
Flagstar Bank January 2004 - Present
Mortgage Bankers Association of South Florida June 2012 - June 2013
Flagstar Bank June 2001 - December 2003
Robert W. Baird & Co. May 2000 - September 2000
Craft Barresi Consultants, LTD May 1998 - September 1999
Skills
Mortgage Lending, Mortgage Banking, FHA, Loans, Refinance, VA loans, Residential Mortgages, USDA, FHA financing, Mortgage Underwriting, Underwriting, Consumer Lending, Customer Service, Marketing, Mortgage Servicing, Team Building, Cold Calling, Wholesale Lending, Mortgage Marketing, Certified Mortgage..., Financial Analysis, Loan Origination, Risk Management, Reverse Mortgages, Real Estate, Management, Credit, Home Equity Loans, Rates, Investments, Investment Properties, Selling, Funding, Credit Risk, Referrals, Sales, Sales Management, Condos, VA Loans
Education
University of Michigan 1997 — 2001
BA, Sports Management
Walled Lake Western 1993 — 1997
Jack Lally's Robert W. Baird & Co. Experience July 2014 - Present
Job Investment Banking Analyst at Robert W. Baird & Co.
Industry Investment Banking
Experience
Robert W. Baird & Co. July 2014 - Present
Credit-Suisse June 2012 - June 2014
Credit Suisse June 2011 - August 2011
Troutman Sanders LLP June 2007 - August 2007
Skills
Banking, Microsoft Excel, PowerPoint, Microsoft Office, Portfolio Management, Customer Service, Capital IQ, Social Media, Corporate Finance, Microsoft Word, Financial Analysis, Social Media Marketing, Marketing, Finance, Valuation, Financial Modeling
Education
University of Georgia - Terry College of Business 2008 — 2012
B.B.A, Finance
The London School of Economics 2010 — 2010
Economics and Corporate Law
The Lovett School
Robert W. Baird & Co. July 2014 - Present
Credit-Suisse June 2012 - June 2014
Credit Suisse June 2011 - August 2011
Troutman Sanders LLP June 2007 - August 2007
Skills
Banking, Microsoft Excel, PowerPoint, Microsoft Office, Portfolio Management, Customer Service, Capital IQ, Social Media, Corporate Finance, Microsoft Word, Financial Analysis, Social Media Marketing, Marketing, Finance, Valuation, Financial Modeling
Education
University of Georgia - Terry College of Business 2008 — 2012
B.B.A, Finance
The London School of Economics 2010 — 2010
Economics and Corporate Law
The Lovett School
Tim Steffen, CPA/PFS, CFP®, CPWA®'s Robert W. Baird & Co. Experience August 1999 - Present
Job Columnist at InvestmentNews
Industry Financial Services
Experience
Robert W. Baird & Co. August 1999 - Present
InvestmentNews April 2015 - Present
Arthur Andersen June 1991 - August 1999
Skills
Roth IRA, Income Tax, Retirement Planning, Strategic Financial...
Education
University of Illinois at Urbana-Champaign - College of Business 1987 — 1991
BS, Accounting
Robert W. Baird & Co. August 1999 - Present
InvestmentNews April 2015 - Present
Arthur Andersen June 1991 - August 1999
Skills
Roth IRA, Income Tax, Retirement Planning, Strategic Financial...
Education
University of Illinois at Urbana-Champaign - College of Business 1987 — 1991
BS, Accounting
Tom Lodzinski Tom Lodzinski's Robert W. Baird & Co. Experience May 2010 - January 2012
Job Project Manager at Kohl's Department Stores
Industry Information Technology and Services
Experience
Kohl's Department Stores January 2015 - Present
Codeworks, Inc. April 2012 - January 2015
Robert W. Baird & Co. May 2010 - January 2012
National Government Services October 2002 - June 2009
Keane July 2000 - September 2002
Cap Gemini January 1996 - June 2000
Skills
Program Management, Project Management, Leadership, Process Improvement, SDLC, PMO, PMP, Business Analysis, Strategy, Project Planning, Software Development, Vendor Management, Strategic Planning, Management, Software Project..., Enterprise Architecture, Visio, Cross-functional Team...
Education
University of Wisconsin-Madison - School of Business 2005 — 2008
MBA, General Management
University of Minnesota-Twin Cities 1991 — 1995
BS, Computer Science
Kohl's Department Stores January 2015 - Present
Codeworks, Inc. April 2012 - January 2015
Robert W. Baird & Co. May 2010 - January 2012
National Government Services October 2002 - June 2009
Keane July 2000 - September 2002
Cap Gemini January 1996 - June 2000
Skills
Program Management, Project Management, Leadership, Process Improvement, SDLC, PMO, PMP, Business Analysis, Strategy, Project Planning, Software Development, Vendor Management, Strategic Planning, Management, Software Project..., Enterprise Architecture, Visio, Cross-functional Team...
Education
University of Wisconsin-Madison - School of Business 2005 — 2008
MBA, General Management
University of Minnesota-Twin Cities 1991 — 1995
BS, Computer Science
Erin Antkowiak's Robert W. Baird & Co. Experience October 2007 - July 2012
Job Executive Assistant at Blood Center of Wisconsin
Industry Human Resources
Experience
Blood Center of Wisconsin July 2012 - June 2014
Robert W. Baird & Co. October 2007 - July 2012
Austin City Limits August 2006 - July 2007
Under the Radar Music Group 2005 - 2005
3CG Records/10th Street Entertainment 2004 - 2005
Skills
Event Planning, Customer Service, Microsoft Office, Microsoft Excel, Administrative..., Outlook, PowerPoint, Microsoft Word, Public Relations, Event Management, Organization, Onboarding, Editing, Employee Relations, Research
Education
University of Minnesota-Twin Cities 2002 — 2006
BA
Blood Center of Wisconsin July 2012 - June 2014
Robert W. Baird & Co. October 2007 - July 2012
Austin City Limits August 2006 - July 2007
Under the Radar Music Group 2005 - 2005
3CG Records/10th Street Entertainment 2004 - 2005
Skills
Event Planning, Customer Service, Microsoft Office, Microsoft Excel, Administrative..., Outlook, PowerPoint, Microsoft Word, Public Relations, Event Management, Organization, Onboarding, Editing, Employee Relations, Research
Education
University of Minnesota-Twin Cities 2002 — 2006
BA
David Tiffin David Tiffin's Robert W. Baird & Co. Experience June 2012 - August 2014
Job Director at William Blair & Company
Industry Financial Services
Experience
William Blair & Company September 2014 - Present
Robert W. Baird & Co. June 2012 - August 2014
David Tiffin & Associates October 2011 - June 2012
RBC Capital Markets December 2002 - October 2011
Richardson ISD February 1976 - November 2002
Skills
Bonds, Administration, Policy, Strategic Planning, Financial Analysis, Accounting, Budgeting, Public Finance, Customer Relations, Debt, Capital Markets, Financial Reporting, Financial Management, Investment Banking, Credit Analysis, Portfolio Management, Financial Modeling, Public Speaking, Microsoft Office, Non-profits, Problem Solving, Fixed Income, Budgets, Risk Management, Leadership, Nonprofits, Finance, Series 7, Managerial Finance, Management Consulting, Investments, Securities, Customer Service, Strategic Financial..., Due Diligence, Series 63, Corporate Finance, Derivatives, Financial Structuring, Valuation, Equities, Hedge Funds, Private Equity, Asset Management, Mergers & Acquisitions, Alternative Investments, Treasury Management, Banking, Municipal Bonds, Credit
Education
Texarkana Arkansas High School
University of North Texas
BBA, Accounting
William Blair & Company September 2014 - Present
Robert W. Baird & Co. June 2012 - August 2014
David Tiffin & Associates October 2011 - June 2012
RBC Capital Markets December 2002 - October 2011
Richardson ISD February 1976 - November 2002
Skills
Bonds, Administration, Policy, Strategic Planning, Financial Analysis, Accounting, Budgeting, Public Finance, Customer Relations, Debt, Capital Markets, Financial Reporting, Financial Management, Investment Banking, Credit Analysis, Portfolio Management, Financial Modeling, Public Speaking, Microsoft Office, Non-profits, Problem Solving, Fixed Income, Budgets, Risk Management, Leadership, Nonprofits, Finance, Series 7, Managerial Finance, Management Consulting, Investments, Securities, Customer Service, Strategic Financial..., Due Diligence, Series 63, Corporate Finance, Derivatives, Financial Structuring, Valuation, Equities, Hedge Funds, Private Equity, Asset Management, Mergers & Acquisitions, Alternative Investments, Treasury Management, Banking, Municipal Bonds, Credit
Education
Texarkana Arkansas High School
University of North Texas
BBA, Accounting
Brian Ubell Brian Ubell's Robert W. Baird & Co. Experience August 2009 - July 2014
Job Veteran Financial Services Professional Municipal Sector
Industry Financial Services
Experience
Robert W. Baird & Co. August 2009 - July 2014
Wachovia/Wells Fargo February 2005 - July 2009
Sterne Agee 2003 - 2005
Bank of America 2000 - 2003
Education
University of Michigan - Stephen M. Ross School of Business 1998 — 2000
Master of Business Administration, Finance, GMAT Score; 700, 97th Percentile
University of North Carolina at Chapel Hill 1991 — 1995
Bachelor of Arts with Highest Honors, Economics
Robert W. Baird & Co. August 2009 - July 2014
Wachovia/Wells Fargo February 2005 - July 2009
Sterne Agee 2003 - 2005
Bank of America 2000 - 2003
Education
University of Michigan - Stephen M. Ross School of Business 1998 — 2000
Master of Business Administration, Finance, GMAT Score; 700, 97th Percentile
University of North Carolina at Chapel Hill 1991 — 1995
Bachelor of Arts with Highest Honors, Economics
Harsh Singh Harsh Singh's Robert W. Baird & Co. Experience August 2011 - March 2014
Job Senior Director, Corporate Strategy and M&A
Industry Pharmaceuticals
Experience
Mallinckrodt Pharmaceuticals April 2014 - Present
Robert W. Baird & Co. August 2011 - March 2014
JP Morgan June 2008 - July 2011
Citigroup July 2006 - June 2008
Deloitte Consulting August 2001 - August 2004
Skills
Private Equity, Venture Capital, Strategy, Marketing Strategy, Management, Mergers & Acquisitions, Leadership, Financial Modeling, Finance, Due Diligence, Strategic Planning, Corporate Development, Equities, Restructuring, Leveraged Finance
Education
University of Michigan - Stephen M. Ross School of Business 2004 — 2006
Master of Business Administration (MBA), Accounting and Finance
Wabash College 1997 — 2001
BA, Economics and Mathematics
Mallinckrodt Pharmaceuticals April 2014 - Present
Robert W. Baird & Co. August 2011 - March 2014
JP Morgan June 2008 - July 2011
Citigroup July 2006 - June 2008
Deloitte Consulting August 2001 - August 2004
Skills
Private Equity, Venture Capital, Strategy, Marketing Strategy, Management, Mergers & Acquisitions, Leadership, Financial Modeling, Finance, Due Diligence, Strategic Planning, Corporate Development, Equities, Restructuring, Leveraged Finance
Education
University of Michigan - Stephen M. Ross School of Business 2004 — 2006
Master of Business Administration (MBA), Accounting and Finance
Wabash College 1997 — 2001
BA, Economics and Mathematics
Robin Danahy Robin Danahy's Robert W. Baird & Co. Experience August 2014 - December 2014
Job Senior Sales Administrator at Orion Advisor Services
Industry Financial Services
Experience
Orion Advisor Services January 2015 - Present
Robert W. Baird & Co. August 2014 - December 2014
Orion Advisor Services February 2012 - August 2014
CLS Investments, LLC January 2010 - February 2012
Securities America November 2002 - January 2010
QA3 Financial Corp April 2003 - October 2003
Morgan Stanley August 1998 - April 2003
Skills
Series 7, Wealth Management, Mutual Funds, Investments, Securities, Asset Managment, Insurance, Fixed Annuities, Retirement Planning, Financial Advisory, Investment Advisory, Series 63, Strategic Financial..., 401k, Portfolio Management, Customer Service, Team Building, Microsoft Excel, Financial Services, Alternative Investments
Education
University of Nebraska at Omaha 1992 — 1997
BS, Secondary Education
Orion Advisor Services January 2015 - Present
Robert W. Baird & Co. August 2014 - December 2014
Orion Advisor Services February 2012 - August 2014
CLS Investments, LLC January 2010 - February 2012
Securities America November 2002 - January 2010
QA3 Financial Corp April 2003 - October 2003
Morgan Stanley August 1998 - April 2003
Skills
Series 7, Wealth Management, Mutual Funds, Investments, Securities, Asset Managment, Insurance, Fixed Annuities, Retirement Planning, Financial Advisory, Investment Advisory, Series 63, Strategic Financial..., 401k, Portfolio Management, Customer Service, Team Building, Microsoft Excel, Financial Services, Alternative Investments
Education
University of Nebraska at Omaha 1992 — 1997
BS, Secondary Education
Joseph Kraft's Robert W. Baird & Co. Experience January 2010 - Present
Job Member of the Board at Milestones Autism Resources
Industry Financial Services
Experience
Milestones Autism Resources August 2014 - Present
Hattie Larlham 2013 - Present
Robert W. Baird & Co. January 2010 - Present
Morgan Stanley July 2001 - January 2010
Morgan Stanley Smith Barney May 1993 - July 2001
Northern Trust May 1989 - May 1991
Skills
Strategic Financial..., Series 7, Retirement Planning, Asset Allocation, Wealth Management, Alternative Investments, Investment Advisory, Insurance, Retirement, IRAs, Mutual Funds, Investments, Estate Planning, 401k, Portfolio Management, Investment Management, Equities, Asset Managment, Investment Strategies, Wealth Management..., Financial Advisory, Series 63, Finance, Securities, Financial Analysis, Financial Planning, Asset Management
Education
University of Illinois at Urbana-Champaign 1983 — 1989
BA, Economics
University of Chicago
Milestones Autism Resources August 2014 - Present
Hattie Larlham 2013 - Present
Robert W. Baird & Co. January 2010 - Present
Morgan Stanley July 2001 - January 2010
Morgan Stanley Smith Barney May 1993 - July 2001
Northern Trust May 1989 - May 1991
Skills
Strategic Financial..., Series 7, Retirement Planning, Asset Allocation, Wealth Management, Alternative Investments, Investment Advisory, Insurance, Retirement, IRAs, Mutual Funds, Investments, Estate Planning, 401k, Portfolio Management, Investment Management, Equities, Asset Managment, Investment Strategies, Wealth Management..., Financial Advisory, Series 63, Finance, Securities, Financial Analysis, Financial Planning, Asset Management
Education
University of Illinois at Urbana-Champaign 1983 — 1989
BA, Economics
University of Chicago
Jaclyn McCarthy Jaclyn McCarthy's Robert W. Baird & Co. Experience October 2014 - August 2015
Job Private Wealth Management Intern at Robert W. Baird
Industry Financial Services
Experience
Quicklight Limited September 2015 - Present
Robert W. Baird & Co. October 2014 - August 2015
BMO Harris Bank June 2014 - October 2014
Oakcrest Tavern August 2013 - April 2014
Baker's Square - American Blue Ribbon Holdings, LLC May 2009 - August 2012
Skills
Speak Proficient..., Microsoft Office, Microsoft POS, Customer Service, International Business..., Writing, Data Entry, Social Media
Education
University of Wisconsin-Milwaukee 2012 — 2015
Bachelor of Business Administration (B.B.A.), Finance, Business and Legal Spanish, International Business Certificate
University of Minnesota-Twin Cities 2011 — 2012
Quicklight Limited September 2015 - Present
Robert W. Baird & Co. October 2014 - August 2015
BMO Harris Bank June 2014 - October 2014
Oakcrest Tavern August 2013 - April 2014
Baker's Square - American Blue Ribbon Holdings, LLC May 2009 - August 2012
Skills
Speak Proficient..., Microsoft Office, Microsoft POS, Customer Service, International Business..., Writing, Data Entry, Social Media
Education
University of Wisconsin-Milwaukee 2012 — 2015
Bachelor of Business Administration (B.B.A.), Finance, Business and Legal Spanish, International Business Certificate
University of Minnesota-Twin Cities 2011 — 2012
Josh Moorman Josh Moorman's Robert W. Baird & Co. Experience June 2013 - August 2013
Job NonAgency RMBS Trading Analyst at Citi
Industry Financial Services
Experience
Citi June 2015 - Present
Citi June 2014 - August 2014
Robert W. Baird & Co. June 2013 - August 2013
University of Miami May 2013 - August 2013
World of Golf March 2011 - August 2011
Faith Community Pharmacy October 2009 - June 2011
Education
University of Miami 2011 — 2015
BSBA, BS, Majors: Mathematics, Finance; Minors: Economics, Accounting, 3.99
Covington Catholic High School 2007 — 2011
Citi June 2015 - Present
Citi June 2014 - August 2014
Robert W. Baird & Co. June 2013 - August 2013
University of Miami May 2013 - August 2013
World of Golf March 2011 - August 2011
Faith Community Pharmacy October 2009 - June 2011
Education
University of Miami 2011 — 2015
BSBA, BS, Majors: Mathematics, Finance; Minors: Economics, Accounting, 3.99
Covington Catholic High School 2007 — 2011
Rohan Bhargava Rohan Bhargava's Robert W. Baird & Co. Experience May 2009 - August 2009
Job Private Equity Associate at Bertram Capital
Industry Venture Capital & Private Equity
Experience
Bertram Capital August 2013 - Present
Barclays Capital July 2011 - June 2013
Barclays Capital June 2010 - August 2010
Robert W. Baird & Co. May 2009 - August 2009
Skills
Equities, Finance, Bloomberg, Financial Modeling, Business Valuation, Investments, Investment Banking, Due Diligence, LBO, Corporate Finance, Financial Analysis, Valuation, Capital Markets, Venture Capital, Mergers & Acquisitions, Hedge Funds, Private Equity
Education
University of Michigan - Stephen M. Ross School of Business 2007 — 2010
BBA, Finance
Bertram Capital August 2013 - Present
Barclays Capital July 2011 - June 2013
Barclays Capital June 2010 - August 2010
Robert W. Baird & Co. May 2009 - August 2009
Skills
Equities, Finance, Bloomberg, Financial Modeling, Business Valuation, Investments, Investment Banking, Due Diligence, LBO, Corporate Finance, Financial Analysis, Valuation, Capital Markets, Venture Capital, Mergers & Acquisitions, Hedge Funds, Private Equity
Education
University of Michigan - Stephen M. Ross School of Business 2007 — 2010
BBA, Finance
James M MacLachlan, CFP® James M MacLachlan, CFP®'s Robert W. Baird & Co. Experience October 2010 - Present
Job Senior Vice President at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. October 2010 - Present
Merrill Lynch 1983 - 2010
Skills
Financial Planning, Wealth Management, Retirement Planning, Investment Advisory, Asset Allocation, Retirement, Strategic Planning, Estate Planning, Investments, Strategic Financial..., Investment Management
Education
University of Michigan 1967 — 1971
BA, Economics
University of Michigan 1967 — 1971
Bachelor's degree, Economics
Robert W. Baird & Co. October 2010 - Present
Merrill Lynch 1983 - 2010
Skills
Financial Planning, Wealth Management, Retirement Planning, Investment Advisory, Asset Allocation, Retirement, Strategic Planning, Estate Planning, Investments, Strategic Financial..., Investment Management
Education
University of Michigan 1967 — 1971
BA, Economics
University of Michigan 1967 — 1971
Bachelor's degree, Economics
Victoria Holden Victoria Holden's Robert W. Baird & Co. Experience August 2011 - Present
Job Event Coordinator, Conferences & Institutional Equity Services at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. August 2011 - Present
EF Educational Tours June 2010 - November 2010
Rocky Mountain Vacation Rentals September 2009 - January 2010
Peace of Mind Property Management, Inc January 2007 - June 2009
Baraboo Growth LLC June 2008 - August 2008
Education
University of Denver - Daniels College of Business 2005 — 2009
Robert W. Baird & Co. August 2011 - Present
EF Educational Tours June 2010 - November 2010
Rocky Mountain Vacation Rentals September 2009 - January 2010
Peace of Mind Property Management, Inc January 2007 - June 2009
Baraboo Growth LLC June 2008 - August 2008
Education
University of Denver - Daniels College of Business 2005 — 2009
Jay Quail Jay Quail's Robert W. Baird & Co. Experience 1989 - 2004
Job Executive Director The Classic Car Club of America
Industry Nonprofit Organization Management
Experience
Classic Car Club of America August 2009 - Present
Robert W. Baird & Co. 1989 - 2004
Maytag 1982 - 1989
Skills
Investments, Equities, Valuation, Financial Analysis, Strategic Planning, Strategic Financial..., Private Equity, Alternative Investments, Financial Modeling, Wealth Management, Series 63, Mutual Funds, Series 7, Investment Banking, Fixed Income, Non-profit Program..., Non-profit Leadership, Non-profit..., Negotiation, Networking, Project Management, Advertising, Online Advertising, Academic Advising, Museum Collections, Published Author, Concept Development, Marketing Research
Education
University of Iowa 1977 — 1983
Graduate Studies, Economics, Finance, Business
BHS
Classic Car Club of America August 2009 - Present
Robert W. Baird & Co. 1989 - 2004
Maytag 1982 - 1989
Skills
Investments, Equities, Valuation, Financial Analysis, Strategic Planning, Strategic Financial..., Private Equity, Alternative Investments, Financial Modeling, Wealth Management, Series 63, Mutual Funds, Series 7, Investment Banking, Fixed Income, Non-profit Program..., Non-profit Leadership, Non-profit..., Negotiation, Networking, Project Management, Advertising, Online Advertising, Academic Advising, Museum Collections, Published Author, Concept Development, Marketing Research
Education
University of Iowa 1977 — 1983
Graduate Studies, Economics, Finance, Business
BHS
Luke Schneider's Robert W. Baird & Co. Experience July 2013 - July 2015
Job Associate at Flexpoint Ford, LLC
Industry Financial Services
Experience
Flexpoint Ford, LLC July 2015 - Present
Robert W. Baird & Co. July 2013 - July 2015
Robert W. Baird & Co. May 2012 - August 2012
University of Iowa Krause Fund August 2011 - December 2011
J.P. Morgan June 2011 - July 2011
Education
University of Iowa - Henry B. Tippie College of Business 2009 — 2013
B.B.A., Finance and Economics
Flexpoint Ford, LLC July 2015 - Present
Robert W. Baird & Co. July 2013 - July 2015
Robert W. Baird & Co. May 2012 - August 2012
University of Iowa Krause Fund August 2011 - December 2011
J.P. Morgan June 2011 - July 2011
Education
University of Iowa - Henry B. Tippie College of Business 2009 — 2013
B.B.A., Finance and Economics
Nancy Osmond Popovich Nancy Osmond Popovich's Robert W. Baird & Co. Experience July 2007 - Present
Job Managing Director, The Wise Investor Group at Robert W Baird & Co
Industry Financial Services
Experience
Robert W. Baird & Co. July 2007 - Present
The Wise Investor Group at Ferris, Baker, Watts May 2004 - July 2007
Merrill Lynch June 1998 - May 2004
Skills
Investments, Investment Strategies, Strategic Financial..., Asset Allocation, Finance, Alternative Investments, Portfolio Management, Wealth Management, Financial Advisory, Investment Advisory, Retirement Planning, Mutual Funds, Securities, Intergenerational..., Retirement, Marketing Strategy, Capital Markets, Financial Planning
Education
Georgetown University
Certificate in Financial Planning
University of Maryland College Park 1993 — 1997
Robert W. Baird & Co. July 2007 - Present
The Wise Investor Group at Ferris, Baker, Watts May 2004 - July 2007
Merrill Lynch June 1998 - May 2004
Skills
Investments, Investment Strategies, Strategic Financial..., Asset Allocation, Finance, Alternative Investments, Portfolio Management, Wealth Management, Financial Advisory, Investment Advisory, Retirement Planning, Mutual Funds, Securities, Intergenerational..., Retirement, Marketing Strategy, Capital Markets, Financial Planning
Education
Georgetown University
Certificate in Financial Planning
University of Maryland College Park 1993 — 1997
Anthony Giallourakis Anthony Giallourakis's Robert W. Baird & Co. Experience October 1996 - September 2000
Job Executive consultant
Industry Management Consulting
Experience
Executive consultant April 2014 - Present
Funding consultant July 2008 - Present
Advergames.com, LLC July 2010 - April 2014
Robert W. Baird & Co. October 1996 - September 2000
Smith Barney January 1987 - October 1996
Skills
advergames, Advergaming, Online Advertising, Interactive Advertising, Interactive..., Video Games, Viral Marketing, Game Design, Advertising, Consumer Trends, Digital Media, Digital Marketing, Stock Trading, Equity Capital Markets, Trends, Entertainment, Casual Games, Game Development, Photography, Probiotics, Innovation, Consumer Behaviour, Adverplay, Social Games, Corporate Branding, Monetization, Content Strategy, Marketing, Brand Development, Online Marketing, User Experience, Mobile Devices, Mobile Advertising, Interactive Marketing, E-commerce, Web Analytics, New Media, Affiliate Marketing, SEM, PPC, Strategic Partnerships
Education
University of Florida 1979 — 1983
BSBA, Finance
University of Florida - Warrington College of Business Administration 1979 — 1983
Bachelor of Business Administration (B.B.A.), Finance, General
Executive consultant April 2014 - Present
Funding consultant July 2008 - Present
Advergames.com, LLC July 2010 - April 2014
Robert W. Baird & Co. October 1996 - September 2000
Smith Barney January 1987 - October 1996
Skills
advergames, Advergaming, Online Advertising, Interactive Advertising, Interactive..., Video Games, Viral Marketing, Game Design, Advertising, Consumer Trends, Digital Media, Digital Marketing, Stock Trading, Equity Capital Markets, Trends, Entertainment, Casual Games, Game Development, Photography, Probiotics, Innovation, Consumer Behaviour, Adverplay, Social Games, Corporate Branding, Monetization, Content Strategy, Marketing, Brand Development, Online Marketing, User Experience, Mobile Devices, Mobile Advertising, Interactive Marketing, E-commerce, Web Analytics, New Media, Affiliate Marketing, SEM, PPC, Strategic Partnerships
Education
University of Florida 1979 — 1983
BSBA, Finance
University of Florida - Warrington College of Business Administration 1979 — 1983
Bachelor of Business Administration (B.B.A.), Finance, General
David Kerber, CFP®'s Robert W. Baird & Co. Experience July 2015 - Present
Job Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. July 2015 - Present
Meristem, LLP May 2009 - June 2015
University of Minnesota Duluth September 2005 - May 2009
Meristem, LLP June 2008 - August 2008
Hazeltine National Golf Club May 1999 - September 2007
Education
University of Minnesota-Duluth 2005 — 2009
Finance and Financial Management Services
Robert W. Baird & Co. July 2015 - Present
Meristem, LLP May 2009 - June 2015
University of Minnesota Duluth September 2005 - May 2009
Meristem, LLP June 2008 - August 2008
Hazeltine National Golf Club May 1999 - September 2007
Education
University of Minnesota-Duluth 2005 — 2009
Finance and Financial Management Services
Kevin Zussman's Robert W. Baird & Co. Experience July 2012 - June 2014
Job Venture Capital Analyst at Sandbox Industries
Industry Venture Capital & Private Equity
Experience
Sandbox Industries July 2014 - Present
Robert W. Baird & Co. July 2012 - June 2014
Social Venture Fund September 2010 - April 2012
Robert W. Baird & Co. May 2011 - August 2011
Arba Finance May 2010 - July 2010
Skills
Investment Banking
Education
University of Michigan - Stephen M. Ross School of Business 2008 — 2012
BBA, Finance & Accounting, Minor in Program in the Environment
INCAE Business School 2011 — 2011
CIBE Costa Rica Study Abroad, Sustainable Business in Latin America (May 2011)
Sandbox Industries July 2014 - Present
Robert W. Baird & Co. July 2012 - June 2014
Social Venture Fund September 2010 - April 2012
Robert W. Baird & Co. May 2011 - August 2011
Arba Finance May 2010 - July 2010
Skills
Investment Banking
Education
University of Michigan - Stephen M. Ross School of Business 2008 — 2012
BBA, Finance & Accounting, Minor in Program in the Environment
INCAE Business School 2011 — 2011
CIBE Costa Rica Study Abroad, Sustainable Business in Latin America (May 2011)
Rob Hamill Rob Hamill's Robert W. Baird & Co. Experience June 2012 - July 2015
Job Associate at Norwest Equity Partners
Industry Venture Capital & Private Equity
Experience
Norwest Equity Partners July 2015 - Present
Robert W. Baird & Co. June 2012 - July 2015
Siemens Industry May 2011 - November 2011
Merrill Lynch August 2010 - December 2010
Skills
Excel Data Manipulation, Finance, Financial Modeling, Financial Analysis, Valuation, Corporate Finance, Microsoft Excel, PowerPoint, Forecasting, Financial Reporting, Budgets, Investment Banking, Capital IQ, Mergers, Business Valuation, DCF, LBO, Due Diligence, Analysis, Microsoft Office, Private Equity
Education
University of Florida 2008 — 2012
Business Administration, Finance
Lemon Bay High School
Lemon Bay High School
Norwest Equity Partners July 2015 - Present
Robert W. Baird & Co. June 2012 - July 2015
Siemens Industry May 2011 - November 2011
Merrill Lynch August 2010 - December 2010
Skills
Excel Data Manipulation, Finance, Financial Modeling, Financial Analysis, Valuation, Corporate Finance, Microsoft Excel, PowerPoint, Forecasting, Financial Reporting, Budgets, Investment Banking, Capital IQ, Mergers, Business Valuation, DCF, LBO, Due Diligence, Analysis, Microsoft Office, Private Equity
Education
University of Florida 2008 — 2012
Business Administration, Finance
Lemon Bay High School
Lemon Bay High School
Corey J. Brisee's Robert W. Baird & Co. Experience January 2013 - July 2015
Job Customer Success Manager at WalkMe™
Industry Information Technology and Services
Experience
WalkMe™ August 2015 - Present
Robert W. Baird & Co. January 2013 - July 2015
Jefferies & Company January 2011 - September 2012
Jefferies & Company 2010 - 2011
JP Morgan 2008 - 2009
Bear Stearns 2007 - 2008
Education
University of Notre Dame 2003 — 2007
BBA, Finance
Delbarton School 1999 — 2003
WalkMe™ August 2015 - Present
Robert W. Baird & Co. January 2013 - July 2015
Jefferies & Company January 2011 - September 2012
Jefferies & Company 2010 - 2011
JP Morgan 2008 - 2009
Bear Stearns 2007 - 2008
Education
University of Notre Dame 2003 — 2007
BBA, Finance
Delbarton School 1999 — 2003
Chris Leeper, CFP® Chris Leeper, CFP®'s Robert W. Baird & Co. Experience 1997 - 2005
Job Senior Vice President Investments, Meinrod & Leeper Wealth Managment of Raymond James
Industry Financial Services
Experience
Meinrod & Leeper Wealth Managment of Raymond James September 2005 - Present
Robert W. Baird & Co. 1997 - 2005
Merrill Lynch 1993 - 1997
Skills
Retirement Planning, Investments, Estate Planning, Retirement, Asset Allocation, Asset Management, Long-term Care, Strategic Financial..., Portfolio Management, Wealth Management
Education
University of North Carolina at Greensboro 1989 — 1993
Bachelor, Business
Asheville High School 1985 — 1989
High School
Meinrod & Leeper Wealth Managment of Raymond James September 2005 - Present
Robert W. Baird & Co. 1997 - 2005
Merrill Lynch 1993 - 1997
Skills
Retirement Planning, Investments, Estate Planning, Retirement, Asset Allocation, Asset Management, Long-term Care, Strategic Financial..., Portfolio Management, Wealth Management
Education
University of North Carolina at Greensboro 1989 — 1993
Bachelor, Business
Asheville High School 1985 — 1989
High School
Smith Brinker Smith Brinker's Robert W. Baird & Co. Experience July 2015 - Present
Job Investment Banking Analyst at Robert W. Baird & Co.
Industry Investment Banking
Experience
Robert W. Baird & Co. July 2015 - Present
University of North Carolina at Chapel Hill August 2011 - May 2015
Robert W. Baird & Co. June 2014 - August 2014
Cincinnati Country Club May 2011 - August 2013
Skills
Leadership, Team Building, Microsoft Excel, Time Management, Data Analysis, Microsoft Office, Access, Financial Modeling, Finance, Investment Banking, Financial Analysis, Research, Web Development, HTML, System Administration, Social Networking, Social Media, Social Media Marketing, PowerPoint, Microsoft Word, Public Speaking
Education
University of North Carolina at Chapel Hill 2011 — 2015
Bachelor of Science (B.S.) in Business Administration, Finance
St. Xavier High School 2007 — 2011
Robert W. Baird & Co. July 2015 - Present
University of North Carolina at Chapel Hill August 2011 - May 2015
Robert W. Baird & Co. June 2014 - August 2014
Cincinnati Country Club May 2011 - August 2013
Skills
Leadership, Team Building, Microsoft Excel, Time Management, Data Analysis, Microsoft Office, Access, Financial Modeling, Finance, Investment Banking, Financial Analysis, Research, Web Development, HTML, System Administration, Social Networking, Social Media, Social Media Marketing, PowerPoint, Microsoft Word, Public Speaking
Education
University of North Carolina at Chapel Hill 2011 — 2015
Bachelor of Science (B.S.) in Business Administration, Finance
St. Xavier High School 2007 — 2011
Dick Schiller, CPA's Robert W. Baird & Co. Experience April 2015 - Present
Job Equity Research Associate at Robert W. Baird
Industry Financial Services
Experience
Robert W. Baird & Co. April 2015 - Present
GTCR LLC January 2014 - April 2015
KPMG US June 2010 - December 2013
Skills
Accounting, Asset Management, Due Diligence, Private Equity, Bloomberg, Sarbanes-Oxley Act, Financial Modeling, Investment Banking, Financial Analysis, Valuation, Portfolio Management
Education
University of Illinois at Urbana-Champaign - College of Business 2009 — 2010
Masters of Accounting, Minor in Finance
University of Illinois at Urbana-Champaign - College of Business 2006 — 2009
Bachelor of Science, Accountancy
Robert W. Baird & Co. April 2015 - Present
GTCR LLC January 2014 - April 2015
KPMG US June 2010 - December 2013
Skills
Accounting, Asset Management, Due Diligence, Private Equity, Bloomberg, Sarbanes-Oxley Act, Financial Modeling, Investment Banking, Financial Analysis, Valuation, Portfolio Management
Education
University of Illinois at Urbana-Champaign - College of Business 2009 — 2010
Masters of Accounting, Minor in Finance
University of Illinois at Urbana-Champaign - College of Business 2006 — 2009
Bachelor of Science, Accountancy
Chelsea Lobato's Robert W. Baird & Co. Experience January 2015 - Present
Job PWM Foundations Program Associate at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. January 2015 - Present
Education
University of Northern Colorado 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance, General
Robert W. Baird & Co. January 2015 - Present
Education
University of Northern Colorado 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance, General
Lane French Lane French's Robert W. Baird & Co. Experience December 2014 - Present
Job Equity Research Analyst at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. December 2014 - Present
University of Iowa Krause Fund August 2014 - December 2014
AEGON USA Investment Management January 2014 - August 2014
Iowa City Bus Depot March 2011 - December 2013
Shirt and Simple May 2011 - September 2011
Fareway Stores, Inc. August 2008 - January 2011
Skills
Financial Analysis, Credit Research, Financial Modeling, Valuation, Leadership, Public Speaking, Management, Fixed Income Analysis, Bloomberg, Corporate Finance, Barclays Point, Leveraged Finance, Capital IQ, Investments
Education
University of Iowa 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance, Entrepreneurial Management, Financial Risk Management & Insurance Certificate
Robert W. Baird & Co. December 2014 - Present
University of Iowa Krause Fund August 2014 - December 2014
AEGON USA Investment Management January 2014 - August 2014
Iowa City Bus Depot March 2011 - December 2013
Shirt and Simple May 2011 - September 2011
Fareway Stores, Inc. August 2008 - January 2011
Skills
Financial Analysis, Credit Research, Financial Modeling, Valuation, Leadership, Public Speaking, Management, Fixed Income Analysis, Bloomberg, Corporate Finance, Barclays Point, Leveraged Finance, Capital IQ, Investments
Education
University of Iowa 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance, Entrepreneurial Management, Financial Risk Management & Insurance Certificate
Dan Wenhold's Robert W. Baird & Co. Experience 2009 - 2010
Job Director of Retail @ The Black Tux
Industry Internet
Experience
The Black Tux August 2013 - Present
Battery Ventures August 2010 - July 2013
Robert W. Baird & Co. 2009 - 2010
Skills
Financial Analysis, Venture Capital, Corporate Finance, Investment Banking, Valuation, Due Diligence, Financial Modeling
Education
University of Illinois at Urbana-Champaign
BS Finance
The Black Tux August 2013 - Present
Battery Ventures August 2010 - July 2013
Robert W. Baird & Co. 2009 - 2010
Skills
Financial Analysis, Venture Capital, Corporate Finance, Investment Banking, Valuation, Due Diligence, Financial Modeling
Education
University of Illinois at Urbana-Champaign
BS Finance
Natasha Branch's Robert W. Baird & Co. Experience May 2015 - Present
Job Recruiting Coordinator at Robert W. Baird & Co
Industry Investment Banking
Experience
Robert W. Baird & Co. May 2015 - Present
PwC January 2012 - May 2015
PricewaterhouseCoopers January 2010 - April 2010
Louisville Gas & Electric September 2009 - December 2009
Skills
Auditing, Accounting, Financial Analysis, Internal Controls, Microsoft Excel, Microsoft Office, Financial Accounting, Teamwork, Leadership
Education
University of Louisville 2008 — 2011
Bachelor of Business Administration (BBA), Accounting
Robert W. Baird & Co. May 2015 - Present
PwC January 2012 - May 2015
PricewaterhouseCoopers January 2010 - April 2010
Louisville Gas & Electric September 2009 - December 2009
Skills
Auditing, Accounting, Financial Analysis, Internal Controls, Microsoft Excel, Microsoft Office, Financial Accounting, Teamwork, Leadership
Education
University of Louisville 2008 — 2011
Bachelor of Business Administration (BBA), Accounting
William Sutherland, CFBS William Sutherland, CFBS's Robert W. Baird & Co. Experience December 2010 - June 2013
Job Three Pillars Wealth Management, LLC
Industry Financial Services
Experience
Three Pillars Wealth Management, LLC June 2013 - Present
Robert W. Baird & Co. December 2010 - June 2013
Zimmer May 2003 - July 2010
US Army May 1994 - December 2003
Abbott Laboratories September 2001 - May 2003
Skills
Investments, Retirement Planning, Sales, Strategy, New Business Development, Strategic Planning, Customer Service, Cold Calling, Leadership, Sales Management, Marketing, Sales Operations, Team Leadership, Investment Strategies, Marketing Strategy, Team Building, Strategic Financial..., Finance, Wealth Management, Retirement, Employee Benefits, Analysis
Education
University of Dubuque 2001 — 2002
BS, Flight Operations and business management
University of Wisconsin-Madison 1988 — 1990
business
Three Pillars Wealth Management, LLC June 2013 - Present
Robert W. Baird & Co. December 2010 - June 2013
Zimmer May 2003 - July 2010
US Army May 1994 - December 2003
Abbott Laboratories September 2001 - May 2003
Skills
Investments, Retirement Planning, Sales, Strategy, New Business Development, Strategic Planning, Customer Service, Cold Calling, Leadership, Sales Management, Marketing, Sales Operations, Team Leadership, Investment Strategies, Marketing Strategy, Team Building, Strategic Financial..., Finance, Wealth Management, Retirement, Employee Benefits, Analysis
Education
University of Dubuque 2001 — 2002
BS, Flight Operations and business management
University of Wisconsin-Madison 1988 — 1990
business
Devin Redmond Devin Redmond's Robert W. Baird & Co. Experience June 2014 - August 2014
Job Summer Intern at Infinity Financial Solutions Ltd.
Industry Financial Services
Experience
Infinity Financial Solutions June 2015 - August 2015
Robert W. Baird & Co. June 2014 - August 2014
Foodbuy, LLC April 2014 - August 2014
Providence Day School June 2010 - August 2013
Skills
Community Service, Leadership Development, Team Leadership, Recruiting, Business Planning, Business Strategy, Business Analysis, Community Management, Community Outreach, Community Development, Community Organizing, Leadership, PowerPoint, Microsoft Excel, Teamwork, Social Media, Event Planning
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2013 — 2017
Bachelor of Science (B.S.) in Business Administration, Concentrations in Corporate Finance and Consulting, Minor in Entrepreneurship
Infinity Financial Solutions June 2015 - August 2015
Robert W. Baird & Co. June 2014 - August 2014
Foodbuy, LLC April 2014 - August 2014
Providence Day School June 2010 - August 2013
Skills
Community Service, Leadership Development, Team Leadership, Recruiting, Business Planning, Business Strategy, Business Analysis, Community Management, Community Outreach, Community Development, Community Organizing, Leadership, PowerPoint, Microsoft Excel, Teamwork, Social Media, Event Planning
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2013 — 2017
Bachelor of Science (B.S.) in Business Administration, Concentrations in Corporate Finance and Consulting, Minor in Entrepreneurship
Elizabeth Burkwald Elizabeth Burkwald's Robert W. Baird & Co. Experience April 2010 - April 2011
Job Client Success Manager at Element6
Industry Staffing and Recruiting
Experience
Element6Talent June 2013 - Present
Groupon April 2011 - July 2012
Robert W. Baird & Co. April 2010 - April 2011
Semester At Sea / ISE January 2009 - May 2009
Medical College of Wisconsin 2008 - 2008
Burkwald & Associates, Inc. 2008 - 2008
Premeir Model Management 2006 - 2006
Skills
Marketing, Salesforce.com, Recruiting, Hiring, Account Management, Social Media, Sales, Cold Calling, Social Networking, Social Media Marketing, Management, Team Building, Customer Service, CRM, Training, Leadership
Education
University of Minnesota-Twin Cities 2006 — 2010
B.S., Communications Studies & Business Marketing
Arrowhead High School
Element6Talent June 2013 - Present
Groupon April 2011 - July 2012
Robert W. Baird & Co. April 2010 - April 2011
Semester At Sea / ISE January 2009 - May 2009
Medical College of Wisconsin 2008 - 2008
Burkwald & Associates, Inc. 2008 - 2008
Premeir Model Management 2006 - 2006
Skills
Marketing, Salesforce.com, Recruiting, Hiring, Account Management, Social Media, Sales, Cold Calling, Social Networking, Social Media Marketing, Management, Team Building, Customer Service, CRM, Training, Leadership
Education
University of Minnesota-Twin Cities 2006 — 2010
B.S., Communications Studies & Business Marketing
Arrowhead High School
Robert Feldman's Robert W. Baird & Co. Experience May 2013 - August 2013
Job Associate at Charles River Associates
Industry Financial Services
Experience
Charles River Associates July 2014 - Present
Robert W. Baird & Co. May 2013 - August 2013
The Private Bank And Trust Company May 2012 - August 2012
GCG Financial May 2011 - August 2011
Skills
Financial Modeling, Microsoft Excel, Investments, Due Diligence, Valuation, PowerPoint, Accounting, Marketing, Portfolio Management, Management, Financial Analysis, Investment Banking, New Business Development, Finance, Economics, Financial Accounting, Corporate Finance, Leadership, Market Research
Education
University of Michigan - Stephen M. Ross School of Business 2010 — 2014
Bachelor of Business Administration (BBA), Finance
Deerfield High School 2006 — 2010
Charles River Associates July 2014 - Present
Robert W. Baird & Co. May 2013 - August 2013
The Private Bank And Trust Company May 2012 - August 2012
GCG Financial May 2011 - August 2011
Skills
Financial Modeling, Microsoft Excel, Investments, Due Diligence, Valuation, PowerPoint, Accounting, Marketing, Portfolio Management, Management, Financial Analysis, Investment Banking, New Business Development, Finance, Economics, Financial Accounting, Corporate Finance, Leadership, Market Research
Education
University of Michigan - Stephen M. Ross School of Business 2010 — 2014
Bachelor of Business Administration (BBA), Finance
Deerfield High School 2006 — 2010
Amy Koenig Amy Koenig's Robert W. Baird & Co. Experience 1996 - July 1998
Job Manager of Strategic Projects & Certified Leadership Coach at Peak Advisor Alliance
Industry Financial Services
Experience
Peak Advisor Alliance December 2004 - Present
American Express Financial Advisors January 2004 - November 2004
RBC Wealth Management July 1998 - July 2003
Robert W. Baird & Co. 1996 - July 1998
Kirkpatrick Pettis 1994 - 1996
Education
University of Northern Iowa 1989 — 1992
Bachelor of Arts (B.A.), Mathematics
Peak Advisor Alliance December 2004 - Present
American Express Financial Advisors January 2004 - November 2004
RBC Wealth Management July 1998 - July 2003
Robert W. Baird & Co. 1996 - July 1998
Kirkpatrick Pettis 1994 - 1996
Education
University of Northern Iowa 1989 — 1992
Bachelor of Arts (B.A.), Mathematics
Brian Petersdorf Brian Petersdorf's Robert W. Baird & Co. Experience November 2006 - Present
Job Senior Marketing Specialist at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. November 2006 - Present
Skills
Competitive Analysis, Marketing Communications, Direct Marketing, Marketing, Marketing Strategy, Email Marketing, Series 7, Financial Services, Market Research, Digital Marketing, Series 66
Education
University of Wisconsin-Madison 2011 — 2014
Master of Business Administration (MBA), Business Administration and Management, General
University of Minnesota-Twin Cities 2001 — 2005
Bachelor of Science (BS), Applied Economics
Robert W. Baird & Co. November 2006 - Present
Skills
Competitive Analysis, Marketing Communications, Direct Marketing, Marketing, Marketing Strategy, Email Marketing, Series 7, Financial Services, Market Research, Digital Marketing, Series 66
Education
University of Wisconsin-Madison 2011 — 2014
Master of Business Administration (MBA), Business Administration and Management, General
University of Minnesota-Twin Cities 2001 — 2005
Bachelor of Science (BS), Applied Economics
Drayton Henderson Drayton Henderson's Robert W. Baird & Co. Experience September 2011 - Present
Job Financial Advisor at Robert W. Baird & Co.
Industry Investment Management
Experience
Robert W. Baird & Co. September 2011 - Present
Belk Bowl / ACC Football Championship August 2009 - Present
Merrill Lynch August 2009 - September 2011
Bank of America April 2008 - August 2009
Skills
Wealth Management..., Retirement Planning
Education
University of North Carolina at Chapel Hill 2002 — 2006
Bachelor of Arts (BA)
Robert W. Baird & Co. September 2011 - Present
Belk Bowl / ACC Football Championship August 2009 - Present
Merrill Lynch August 2009 - September 2011
Bank of America April 2008 - August 2009
Skills
Wealth Management..., Retirement Planning
Education
University of North Carolina at Chapel Hill 2002 — 2006
Bachelor of Arts (BA)
Jack Wigdale Jack Wigdale's Robert W. Baird & Co. Experience July 2012 - June 2014
Job Associate at Littlejohn & Co
Industry Financial Services
Experience
Littlejohn & Co July 2014 - Present
Robert W. Baird & Co. July 2012 - June 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Public Speaking, Marketing, Accounting, Leadership, Due Diligence, Financial Analysis
Education
University of North Carolina at Chapel Hill 2008 — 2012
Bachelor of Science (B.S.), Business Administration and Management, General
Littlejohn & Co July 2014 - Present
Robert W. Baird & Co. July 2012 - June 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Public Speaking, Marketing, Accounting, Leadership, Due Diligence, Financial Analysis
Education
University of North Carolina at Chapel Hill 2008 — 2012
Bachelor of Science (B.S.), Business Administration and Management, General
Heather Geissinger Heather Geissinger's Robert W. Baird & Co. Experience January 2010 - July 2010
Job Senior Associate at CliftonLarsonAllen LLP
Industry Accounting
Experience
CliftonLarsonAllen August 2012 - Present
Granite City Food & Brewery April 2005 - May 2011
Robert W. Baird & Co. January 2010 - July 2010
Cedar Rapids Kernels February 2009 - September 2009
Skills
Accounting, Auditing, Management, Tax, Customer Service, Project Planning, Financial Statements, Teamwork, Nonprofits, Corporate Tax, Tax Returns, Microsoft Excel, Financial Analysis, PowerPoint, Microsoft Word, Microsoft Office, Time Management
Education
University of Northern Iowa 2010 — 2012
Bachelor of Arts (BA), Accounting
University of Iowa - Henry B. Tippie College of Business 2004 — 2008
Bachelor of Business Administration (BBA), Finance and Marketing
CliftonLarsonAllen August 2012 - Present
Granite City Food & Brewery April 2005 - May 2011
Robert W. Baird & Co. January 2010 - July 2010
Cedar Rapids Kernels February 2009 - September 2009
Skills
Accounting, Auditing, Management, Tax, Customer Service, Project Planning, Financial Statements, Teamwork, Nonprofits, Corporate Tax, Tax Returns, Microsoft Excel, Financial Analysis, PowerPoint, Microsoft Word, Microsoft Office, Time Management
Education
University of Northern Iowa 2010 — 2012
Bachelor of Arts (BA), Accounting
University of Iowa - Henry B. Tippie College of Business 2004 — 2008
Bachelor of Business Administration (BBA), Finance and Marketing
Blair Haslerud Blair Haslerud's Robert W. Baird & Co. Experience July 1991 - July 1999
Job Regonal Sales Manager at Ameriprise Financial Services, Inc
Industry Financial Services
Experience
Ameriprise Financial Services, Inc June 2015 - Present
hedberg search October 2013 - February 2015
Gradient Financial Group December 2011 - June 2014
RiverSource March 2009 - December 2010
RiverSource July 2007 - March 2009
Wells Fargo Investments July 1999 - July 2007
Robert W. Baird & Co. July 1991 - July 1999
Skills
Portfolio Management, Series 7, Retirement Planning, Series 63, Finance, Series 24, Recruiting, Series 66, Insurance, New Business Development, Variable Annuities, Securities, Asset Management, Uniform Combined State..., Wealth Management, Investment Management, Mutual Funds
Education
University of Minnesota-Duluth 1982 — 1988
BBA, Business, Finance
elliot
Ameriprise Financial Services, Inc June 2015 - Present
hedberg search October 2013 - February 2015
Gradient Financial Group December 2011 - June 2014
RiverSource March 2009 - December 2010
RiverSource July 2007 - March 2009
Wells Fargo Investments July 1999 - July 2007
Robert W. Baird & Co. July 1991 - July 1999
Skills
Portfolio Management, Series 7, Retirement Planning, Series 63, Finance, Series 24, Recruiting, Series 66, Insurance, New Business Development, Variable Annuities, Securities, Asset Management, Uniform Combined State..., Wealth Management, Investment Management, Mutual Funds
Education
University of Minnesota-Duluth 1982 — 1988
BBA, Business, Finance
elliot
Ryan McAnallen Ryan McAnallen's Robert W. Baird & Co. Experience June 2012 - July 2012
Job Incoming Investment Banking Analyst at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch June 2014 - August 2014
Robert W. Baird & Co. June 2012 - July 2012
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2011 — 2015
Bachelor of Science in Business Administration, Finance
Cardinal Gibbons 2007 — 2011
High School
Bank of America Merrill Lynch June 2014 - August 2014
Robert W. Baird & Co. June 2012 - July 2012
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2011 — 2015
Bachelor of Science in Business Administration, Finance
Cardinal Gibbons 2007 — 2011
High School
Mike Magluilo Mike Magluilo's Robert W. Baird & Co. Experience December 2014 - Present
Job Managing Director, Technology & Services Investment Banking at Robert W. Baird & Co.
Industry Investment Banking
Experience
Robert W. Baird & Co. December 2014 - Present
Classrooms for Cambodia January 2009 - Present
Delta-v Capital September 2011 - December 2014
Pinon Education Services Inc. September 2009 - August 2011
Robert W. Baird January 2004 - May 2009
VIA Networks January 2002 - May 2003
Level 3 Communications January 2000 - January 2001
Daniels & Associates 1997 - 2000
Kidder Peabody July 1993 - January 1995
Skills
Corporate Development, private equity, Technology, Information Technology, Investment Banking, International M&A, Private Equity
Education
University of Illinois at Urbana-Champaign - College of Business 1989 — 1993
B.S., Finance
Lyons Township
University of Illinois at Urbana-Champaign
BS, Finance
Robert W. Baird & Co. December 2014 - Present
Classrooms for Cambodia January 2009 - Present
Delta-v Capital September 2011 - December 2014
Pinon Education Services Inc. September 2009 - August 2011
Robert W. Baird January 2004 - May 2009
VIA Networks January 2002 - May 2003
Level 3 Communications January 2000 - January 2001
Daniels & Associates 1997 - 2000
Kidder Peabody July 1993 - January 1995
Skills
Corporate Development, private equity, Technology, Information Technology, Investment Banking, International M&A, Private Equity
Education
University of Illinois at Urbana-Champaign - College of Business 1989 — 1993
B.S., Finance
Lyons Township
University of Illinois at Urbana-Champaign
BS, Finance
Tyler Letson's Robert W. Baird & Co. Experience May 2013 - August 2013
Job Parts and Service Director at State Line Dodge Chrysler Jeep Ram of Kansas City
Industry Automotive
Experience
State Line Dodge Chrysler Jeep Ram of Kansas City July 2015 - Present
San Antonio Dodge Chrysler Jeep RAM January 2015 - Present
Greenway Dodge Chrysler Jeep Fiat September 2014 - January 2015
GoJoe December 2013 - April 2014
Robert W. Baird & Co. May 2013 - August 2013
Rosenfield and Company PLLC May 2012 - July 2012
Skills
Financial Modeling, Bloomberg, Valuation, Investment Banking, Bloomberg Terminal, Financial Analysis, Corporate Finance, Finance, Capital IQ, Customer Service, Investments, Private Equity, Microsoft Excel
Education
University of Florida 2010 — 2014
Master of Science (MS), Finance, General
University of Florida 2010 — 2013
Bachelor of Business Administration (BBA), Finance, General
State Line Dodge Chrysler Jeep Ram of Kansas City July 2015 - Present
San Antonio Dodge Chrysler Jeep RAM January 2015 - Present
Greenway Dodge Chrysler Jeep Fiat September 2014 - January 2015
GoJoe December 2013 - April 2014
Robert W. Baird & Co. May 2013 - August 2013
Rosenfield and Company PLLC May 2012 - July 2012
Skills
Financial Modeling, Bloomberg, Valuation, Investment Banking, Bloomberg Terminal, Financial Analysis, Corporate Finance, Finance, Capital IQ, Customer Service, Investments, Private Equity, Microsoft Excel
Education
University of Florida 2010 — 2014
Master of Science (MS), Finance, General
University of Florida 2010 — 2013
Bachelor of Business Administration (BBA), Finance, General
William H. (Bill) Sewell William H. (Bill) Sewell's Robert W. Baird & Co. Experience May 2010 - August 2013
Job Managing Director / Producing Branch Complex Manager at BB&T Scott & Stringfellow
Industry Financial Services
Experience
BB&T Scott & Stringfellow April 2014 - Present
Wells Fargo Advisors August 2013 - April 2014
Robert W. Baird & Co. May 2010 - August 2013
Morgan Stanley Smith Barney March 1983 - May 2010
Merrill Lynch November 1980 - March 1983
Education
University of Mississippi 1975 — 1979
BB&T Scott & Stringfellow April 2014 - Present
Wells Fargo Advisors August 2013 - April 2014
Robert W. Baird & Co. May 2010 - August 2013
Morgan Stanley Smith Barney March 1983 - May 2010
Merrill Lynch November 1980 - March 1983
Education
University of Mississippi 1975 — 1979
Samip Joshi's Robert W. Baird & Co. Experience July 2010 - July 2012
Job Operations at Braintree
Industry Financial Services
Experience
Braintree November 2012 - Present
Robert W. Baird & Co. July 2010 - July 2012
Irving Place Capital (fka Bear Stearns Merchant Banking) May 2008 - June 2010
Bear Stearns July 2007 - May 2008
Mercer Investment Consulting June 2006 - August 2006
Skills
Valuation, Financial Modeling, Due Diligence, Acquisitions, Strategy, Restructuring, Reorganisation, Start-up Ventures, Equities
Education
University of Illinois at Urbana-Champaign 2003 — 2007
Bachelor of Science (Dual Degree), Finance, Economics
University of Oxford 2005 — 2006
Undergrad, Economics
Braintree November 2012 - Present
Robert W. Baird & Co. July 2010 - July 2012
Irving Place Capital (fka Bear Stearns Merchant Banking) May 2008 - June 2010
Bear Stearns July 2007 - May 2008
Mercer Investment Consulting June 2006 - August 2006
Skills
Valuation, Financial Modeling, Due Diligence, Acquisitions, Strategy, Restructuring, Reorganisation, Start-up Ventures, Equities
Education
University of Illinois at Urbana-Champaign 2003 — 2007
Bachelor of Science (Dual Degree), Finance, Economics
University of Oxford 2005 — 2006
Undergrad, Economics
Alicia B. Kacic Alicia B. Kacic's Robert W. Baird & Co. Experience December 2007 - Present
Job Vice President at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. December 2007 - Present
Citi July 2006 - December 2007
Ameriprise Financial Services, Inc. July 2005 - June 2006
Skills
Mutual Funds, Securities, Series 7, Investment Advisory, Financial Analysis, Retirement Planning, Mergers, Wealth Management, Uniform Combined State..., Retirement, Finance
Education
University of Iowa
Business Administration, English
Robert W. Baird & Co. December 2007 - Present
Citi July 2006 - December 2007
Ameriprise Financial Services, Inc. July 2005 - June 2006
Skills
Mutual Funds, Securities, Series 7, Investment Advisory, Financial Analysis, Retirement Planning, Mergers, Wealth Management, Uniform Combined State..., Retirement, Finance
Education
University of Iowa
Business Administration, English
Heidi Asad Heidi Asad's Robert W. Baird & Co. Experience May 2006 - Present
Job Regional Director Assistant at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. May 2006 - Present
Robert W. Baird & Co. September 2010 - September 2011
Panama Distributing September 2003 - May 2006
Marketing Connections September 2002 - July 2003
Surge/KBA Marketing Group January 1999 - September 2002
Executive Sports International, A Division of Golden Bear Intn'l February 1992 - December 1998
SCORE International Sports 1992 - 1993
ProServ, Inc. 1990 - 1991
Skills
Project Management, C-Level Executive..., Business Operations, Process Improvement, Sports Management, Sports Marketing, Sponsorship Relations, Sales Management, Field Marketing, Event Planning, Meeting Planning, Wealth Management..., Delivering Exceptional..., Employee Training, Budget Monitoring, Budget Reconciliation, Heavy Calendaring, Travel Arrangements, Presentations
Education
University of Missouri-Columbia 1985 — 1989
BA, Marketing Education
Glenbrook South
Robert W. Baird & Co. May 2006 - Present
Robert W. Baird & Co. September 2010 - September 2011
Panama Distributing September 2003 - May 2006
Marketing Connections September 2002 - July 2003
Surge/KBA Marketing Group January 1999 - September 2002
Executive Sports International, A Division of Golden Bear Intn'l February 1992 - December 1998
SCORE International Sports 1992 - 1993
ProServ, Inc. 1990 - 1991
Skills
Project Management, C-Level Executive..., Business Operations, Process Improvement, Sports Management, Sports Marketing, Sponsorship Relations, Sales Management, Field Marketing, Event Planning, Meeting Planning, Wealth Management..., Delivering Exceptional..., Employee Training, Budget Monitoring, Budget Reconciliation, Heavy Calendaring, Travel Arrangements, Presentations
Education
University of Missouri-Columbia 1985 — 1989
BA, Marketing Education
Glenbrook South
Jawwad Akhtar's Robert W. Baird & Co. Experience July 2009 - June 2011
Job Vice President at RoundTable Healthcare Partners
Industry Venture Capital & Private Equity
Experience
RoundTable Healthcare Partners July 2011 - Present
Robert W. Baird & Co. July 2009 - June 2011
Deloitte & Touche May 2007 - August 2007
Skills
Financial Modeling, Mergers, Acquisition Analysis, Healthcare, Valuation, Private Equity, Due Diligence, Investments, Mergers & Acquisitions, Business Valuation, LBO, Analysis, Corporate Finance, Medical Devices, Specialty Pharmaceutical, Pharmaceutical Industry, Purchase & Sale..., Business Development, Venture Capital, Capital IQ, Corporate Development, Leveraged Finance, M&A experience, Financial Analysis, Bloomberg, Capital Raising, Emerging Markets, Securities, Investment Banking, Finance
Education
University of Illinois at Urbana-Champaign - College of Business 2005 — 2009
Bachelor of Science, Finance, Accountancy
Illinois Mathematics & Science Academy 2002 — 2005
RoundTable Healthcare Partners July 2011 - Present
Robert W. Baird & Co. July 2009 - June 2011
Deloitte & Touche May 2007 - August 2007
Skills
Financial Modeling, Mergers, Acquisition Analysis, Healthcare, Valuation, Private Equity, Due Diligence, Investments, Mergers & Acquisitions, Business Valuation, LBO, Analysis, Corporate Finance, Medical Devices, Specialty Pharmaceutical, Pharmaceutical Industry, Purchase & Sale..., Business Development, Venture Capital, Capital IQ, Corporate Development, Leveraged Finance, M&A experience, Financial Analysis, Bloomberg, Capital Raising, Emerging Markets, Securities, Investment Banking, Finance
Education
University of Illinois at Urbana-Champaign - College of Business 2005 — 2009
Bachelor of Science, Finance, Accountancy
Illinois Mathematics & Science Academy 2002 — 2005
Glen Hackmann Glen Hackmann's Robert W. Baird & Co. Experience March 2013 - Present
Job Vice Chairman of Counsel at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. March 2013 - Present
Robert W. Baird & Co. September 1984 - March 2013
Education
University of Missouri-Columbia School of Law 1963 — 1966
Doctor of Law (J.D.)
University of Missouri-Columbia 1959 — 1963
Bachelor of Arts (B.A.)
Robert W. Baird & Co. March 2013 - Present
Robert W. Baird & Co. September 1984 - March 2013
Education
University of Missouri-Columbia School of Law 1963 — 1966
Doctor of Law (J.D.)
University of Missouri-Columbia 1959 — 1963
Bachelor of Arts (B.A.)
Tamar Matossian Tamar Matossian's Robert W. Baird & Co. Experience May 2014 - Present
Job Client Relationship Assistant at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. May 2014 - Present
Chase September 2008 - May 2014
Starbucks August 2005 - April 2008
Skills
Customer Service, Sales, Organization, Communication, Building Relationships, Teamwork, Always Punctual, Microsoft Excel, PowerPoint, Banking, Finance, Economics, Management
Education
University of Michigan-Dearborn 2008 — 2012
Bachelor of Arts (BA), Economics
Robert W. Baird & Co. May 2014 - Present
Chase September 2008 - May 2014
Starbucks August 2005 - April 2008
Skills
Customer Service, Sales, Organization, Communication, Building Relationships, Teamwork, Always Punctual, Microsoft Excel, PowerPoint, Banking, Finance, Economics, Management
Education
University of Michigan-Dearborn 2008 — 2012
Bachelor of Arts (BA), Economics
Craig Nicholson Craig Nicholson's Robert W. Baird & Co. Experience August 2010 - Present
Job Director at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. August 2010 - Present
Smith Barney March 1984 - August 2010
Education
University of North Texas 1974 — 1978
Bachelor of Business Administration, Accounting
Emmetsburg HS
Robert W. Baird & Co. August 2010 - Present
Smith Barney March 1984 - August 2010
Education
University of North Texas 1974 — 1978
Bachelor of Business Administration, Accounting
Emmetsburg HS
Sarah Langlas's Robert W. Baird & Co. Experience July 2014 - July 2015
Job Associate at AHR Growth Partners
Industry Investment Banking
Experience
Meadow Lane Capital LLC August 2015 - Present
AHR Growth Partners August 2015 - Present
Robert W. Baird & Co. July 2014 - July 2015
Robert W. Baird & Co. July 2012 - June 2014
Robert W. Baird & Co. May 2011 - August 2011
Van Buren Advisors LLC June 2010 - August 2010
Skills
Financial Analysis, Valuation, Investment Banking, Finance, Financial Modeling, Microsoft Excel, Corporate Finance, Corporate Development, Microsoft Office
Education
University of Iowa - Henry B. Tippie College of Business 2008 — 2012
Bachelor of Business Administration (BBA), Accounting and Finance
Wheaton Warrenville South HIgh School
Meadow Lane Capital LLC August 2015 - Present
AHR Growth Partners August 2015 - Present
Robert W. Baird & Co. July 2014 - July 2015
Robert W. Baird & Co. July 2012 - June 2014
Robert W. Baird & Co. May 2011 - August 2011
Van Buren Advisors LLC June 2010 - August 2010
Skills
Financial Analysis, Valuation, Investment Banking, Finance, Financial Modeling, Microsoft Excel, Corporate Finance, Corporate Development, Microsoft Office
Education
University of Iowa - Henry B. Tippie College of Business 2008 — 2012
Bachelor of Business Administration (BBA), Accounting and Finance
Wheaton Warrenville South HIgh School
Keith Krueger Keith Krueger's Robert W. Baird & Co. Experience November 2006 - January 2010
Job
Industry Investment Banking
Experience
Concordius Capital Advisors, LLC November 2013 - Present
Concordius Capital Holdings, Inc. October 2013 - Present
Vista Mar Partners August 2011 - Present
Regional Investment Banking April 2010 - Present
Robert W. Baird & Co. November 2006 - January 2010
Stephens, Inc June 1996 - January 2006
Prudential Securities March 1993 - May 1996
Paine Webber September 1991 - March 1993
Krueger, Inc October 1988 - August 1992
Merrill Lynch September 1981 - April 1989
Skills
RIA, Investment Banking, Mergers & Acquisitions, Valuation, Succession Planning, Registered Investment..., Investment Advisory, Independent Financial..., Private Placements, Restructuring, Divestitures, Mergers, Equity Capital Markets, Capital Markets, Private Equity, Financial Structuring, Equities, Debt & Equity Financing, Debt Restructuring, Corporate Finance, Stock Trading, Fixed Income Portfolio..., Portfolio Management
Education
University of Miami
Bachelor of Arts
Concordius Capital Advisors, LLC November 2013 - Present
Concordius Capital Holdings, Inc. October 2013 - Present
Vista Mar Partners August 2011 - Present
Regional Investment Banking April 2010 - Present
Robert W. Baird & Co. November 2006 - January 2010
Stephens, Inc June 1996 - January 2006
Prudential Securities March 1993 - May 1996
Paine Webber September 1991 - March 1993
Krueger, Inc October 1988 - August 1992
Merrill Lynch September 1981 - April 1989
Skills
RIA, Investment Banking, Mergers & Acquisitions, Valuation, Succession Planning, Registered Investment..., Investment Advisory, Independent Financial..., Private Placements, Restructuring, Divestitures, Mergers, Equity Capital Markets, Capital Markets, Private Equity, Financial Structuring, Equities, Debt & Equity Financing, Debt Restructuring, Corporate Finance, Stock Trading, Fixed Income Portfolio..., Portfolio Management
Education
University of Miami
Bachelor of Arts
James Falkoff, CFA's Robert W. Baird & Co. Experience March 2011 - August 2011
Job Venture Capitalist
Industry Venture Capital & Private Equity
Experience
Olapic, Inc. July 2013 - Present
Longworth Venture Partners September 2011 - Present
Robert W. Baird & Co. March 2011 - August 2011
Robert W. Baird & Co. July 2009 - July 2010
Robert W. Baird & Co. July 2006 - July 2009
Education
University of Illinois at Urbana-Champaign 2002 — 2006
B.S., Computer Science
Olapic, Inc. July 2013 - Present
Longworth Venture Partners September 2011 - Present
Robert W. Baird & Co. March 2011 - August 2011
Robert W. Baird & Co. July 2009 - July 2010
Robert W. Baird & Co. July 2006 - July 2009
Education
University of Illinois at Urbana-Champaign 2002 — 2006
B.S., Computer Science
Lou Righi Lou Righi's Robert W. Baird & Co. Experience March 2015 - May 2015
Job Financial Analyst at Athene USA
Industry Financial Services
Experience
Athene USA July 2015 - Present
Robert W. Baird & Co. March 2015 - May 2015
GE Capital January 2013 - February 2015
GE Capital September 2012 - January 2013
Aviva Investors June 2011 - January 2012
Financial Management Association - University of Iowa November 2010 - May 2011
Skills
Public Speaking, Microsoft Word, Analysis, Finance, Access, PowerPoint, Customer Service, Microsoft Excel, Investments, Microsoft Office, Sales, Leadership, Social Media, Teamwork, Financial Analysis, Accounting, Data Analysis, Financial Modeling, Time Management, Outlook, Market Research, Budgets, Forecasting
Education
University of Iowa 2008 — 2012
B.B.A, Economics, Finance
Athene USA July 2015 - Present
Robert W. Baird & Co. March 2015 - May 2015
GE Capital January 2013 - February 2015
GE Capital September 2012 - January 2013
Aviva Investors June 2011 - January 2012
Financial Management Association - University of Iowa November 2010 - May 2011
Skills
Public Speaking, Microsoft Word, Analysis, Finance, Access, PowerPoint, Customer Service, Microsoft Excel, Investments, Microsoft Office, Sales, Leadership, Social Media, Teamwork, Financial Analysis, Accounting, Data Analysis, Financial Modeling, Time Management, Outlook, Market Research, Budgets, Forecasting
Education
University of Iowa 2008 — 2012
B.B.A, Economics, Finance
Charles Murin Charles Murin's Robert W. Baird & Co. Experience May 2014 - January 2015
Job Planner at Balasa Dinverno Foltz LLC
Industry Financial Services
Experience
Balasa Dinverno Foltz LLC July 2015 - Present
Joe's Brewery September 2013 - May 2015
Robert W. Baird & Co. May 2014 - January 2015
University of Illinois May 2013 - August 2013
Skills
Financial Analysis, Data Analysis, Microsoft Office, Public Speaking, Microsoft Excel, Economics, Research, Financial Modeling, Investments, PowerPoint, Statistics, Access, Leadership, Higher Education
Education
University of Illinois at Urbana-Champaign 2011 — 2015
Bachelor of Science (BS), Financial Planning
Balasa Dinverno Foltz LLC July 2015 - Present
Joe's Brewery September 2013 - May 2015
Robert W. Baird & Co. May 2014 - January 2015
University of Illinois May 2013 - August 2013
Skills
Financial Analysis, Data Analysis, Microsoft Office, Public Speaking, Microsoft Excel, Economics, Research, Financial Modeling, Investments, PowerPoint, Statistics, Access, Leadership, Higher Education
Education
University of Illinois at Urbana-Champaign 2011 — 2015
Bachelor of Science (BS), Financial Planning
Alec Turner Alec Turner's Robert W. Baird & Co. Experience July 1998 - Present
Job Financial Advisor at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. July 1998 - Present
Turner Department Store 1975 - 1998
Education
University of Iowa 1977 — 1981
Bachelor of Business Administration (BBA), Finance, General
University of Iowa - Henry B. Tippie College of Business 1977 — 1981
Bachelor's Of Business Administration, Finance
Robert W. Baird & Co. July 1998 - Present
Turner Department Store 1975 - 1998
Education
University of Iowa 1977 — 1981
Bachelor of Business Administration (BBA), Finance, General
University of Iowa - Henry B. Tippie College of Business 1977 — 1981
Bachelor's Of Business Administration, Finance
Stefanie Loren's Robert W. Baird & Co. Experience February 2013 - June 2014
Job Greenbriar Asset Management LP
Industry Financial Services
Experience
Greenbriar Asset Management LP June 2014 - Present
Robert W. Baird & Co. February 2013 - June 2014
William Blair & Company June 2011 - February 2013
University of Illinois at Urbana-Champaign January 2011 - May 2011
Newedge June 2010 - August 2010
LTD Commodities May 2009 - August 2009
Education
University of Illinois at Urbana-Champaign 2008 — 2011
Bachelor of Science, Major: Psychology, Minor: Communications, GPA: 3.97 / 4.00
Lorenzo de' Medici - Italian International Institute 2010 — 2010
Semester Abroad, Coursework in Public Relations, International Law, Sociology and Architecture
Highland Park High School 2003 — 2007
Greenbriar Asset Management LP June 2014 - Present
Robert W. Baird & Co. February 2013 - June 2014
William Blair & Company June 2011 - February 2013
University of Illinois at Urbana-Champaign January 2011 - May 2011
Newedge June 2010 - August 2010
LTD Commodities May 2009 - August 2009
Education
University of Illinois at Urbana-Champaign 2008 — 2011
Bachelor of Science, Major: Psychology, Minor: Communications, GPA: 3.97 / 4.00
Lorenzo de' Medici - Italian International Institute 2010 — 2010
Semester Abroad, Coursework in Public Relations, International Law, Sociology and Architecture
Highland Park High School 2003 — 2007
Dylan M.'s Robert W. Baird & Co. Experience December 2004 - December 2006
Job Founder & CEO, 1WealthStreet
Industry Financial Services
Experience
1WealthStreet & Co. April 2015 - Present
Raymond James Financial Inc. February 2015 - March 2015
Raymond James Financial Inc. October 2010 - March 2015
Raymond James Financial Inc. November 2013 - January 2015
Wellington Management January 2007 - August 2010
Robert W. Baird & Co. December 2004 - December 2006
Raymond James Financial Inc. June 2004 - December 2004
Skills
Investment Strategies, Series 63, Investments, Investment Management, Corporate Finance, Chartered Financial..., Equities, Bloomberg, Equity Research, Financial Modeling, Derivatives, Wealth Management, Financial Markets, Risk Management, Credit, Finance, Financial Advisory, Options, ETFs, Strategic Financial..., Trading, Investment Advisory, Banking, Financial Services, Equity Trading, Bloomberg Terminal, Retirement Planning, Emerging Markets, FINRA, Venture Capital, Due Diligence, Institutional..., Stocks, Fund Of Funds, Business Valuation, Mergers & Acquisitions, Bonds, Estate Planning
Education
University of Tampa 2001 — 2004
BS, Finance
University of Notre Dame 1999 — 2001
Accounting and Finance
Jesuit High School 1995 — 1999
1WealthStreet & Co. April 2015 - Present
Raymond James Financial Inc. February 2015 - March 2015
Raymond James Financial Inc. October 2010 - March 2015
Raymond James Financial Inc. November 2013 - January 2015
Wellington Management January 2007 - August 2010
Robert W. Baird & Co. December 2004 - December 2006
Raymond James Financial Inc. June 2004 - December 2004
Skills
Investment Strategies, Series 63, Investments, Investment Management, Corporate Finance, Chartered Financial..., Equities, Bloomberg, Equity Research, Financial Modeling, Derivatives, Wealth Management, Financial Markets, Risk Management, Credit, Finance, Financial Advisory, Options, ETFs, Strategic Financial..., Trading, Investment Advisory, Banking, Financial Services, Equity Trading, Bloomberg Terminal, Retirement Planning, Emerging Markets, FINRA, Venture Capital, Due Diligence, Institutional..., Stocks, Fund Of Funds, Business Valuation, Mergers & Acquisitions, Bonds, Estate Planning
Education
University of Tampa 2001 — 2004
BS, Finance
University of Notre Dame 1999 — 2001
Accounting and Finance
Jesuit High School 1995 — 1999
Nathan Moeri's Robert W. Baird & Co. Experience April 2012 - June 2014
Job Investment Banking Mesirow Financial
Industry Financial Services
Experience
Mesirow Financial July 2014 - Present
Robert W. Baird & Co. April 2012 - June 2014
Deutsche Bank Securities July 2010 - April 2012
Deutsche Bank Securities June 2009 - August 2009
Mesirow Financial July 2006 - July 2008
Northern Trust 2004 - 2006
United States Air Force 1997 - 2001
Education
University of Michigan - Stephen M. Ross School of Business 2008 — 2010
MBA
University of Illinois at Chicago 2001 — 2004
Von Steuben Metropolitan Science Center 1993 — 1997
Mesirow Financial July 2014 - Present
Robert W. Baird & Co. April 2012 - June 2014
Deutsche Bank Securities July 2010 - April 2012
Deutsche Bank Securities June 2009 - August 2009
Mesirow Financial July 2006 - July 2008
Northern Trust 2004 - 2006
United States Air Force 1997 - 2001
Education
University of Michigan - Stephen M. Ross School of Business 2008 — 2010
MBA
University of Illinois at Chicago 2001 — 2004
Von Steuben Metropolitan Science Center 1993 — 1997
Justin Demes's Robert W. Baird & Co. Experience June 2001 - June 2006
Job Principal at Grand Crossing Capital LLC
Industry Consumer Goods
Experience
Point Forward Consulting Inc. April 2012 - January 2015
TOMY International June 2006 - March 2012
Robert W. Baird & Co. June 2001 - June 2006
Skills
Financial Modeling, Mergers, Corporate Development, M&A experience, Product Development, Mergers & Acquisitions, Competitive Analysis, Strategy, Strategic Partnerships, Start-ups, Cross-functional Team..., Product Management, Business Development
Education
University of Illinois at Urbana-Champaign
Point Forward Consulting Inc. April 2012 - January 2015
TOMY International June 2006 - March 2012
Robert W. Baird & Co. June 2001 - June 2006
Skills
Financial Modeling, Mergers, Corporate Development, M&A experience, Product Development, Mergers & Acquisitions, Competitive Analysis, Strategy, Strategic Partnerships, Start-ups, Cross-functional Team..., Product Management, Business Development
Education
University of Illinois at Urbana-Champaign
Heidi Mortensen's Robert W. Baird & Co. Experience Senior Account ExecutiveKuhn & Wittenborn AdvertisingJuly 1990 - September 1997
Job Project Services Manager and Strategic Change Manager at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. Senior Account ExecutiveKuhn & Wittenborn AdvertisingJuly 1990 - September 1997
Skills
Management, Microsoft Excel, Process Improvement, Strategic Planning, Project Management, Budgets, Investments
Education
University of Nebraska-Lincoln 1983 — 1987
Bachelor's Degree, Business Administration
Robert W. Baird & Co. Senior Account ExecutiveKuhn & Wittenborn AdvertisingJuly 1990 - September 1997
Skills
Management, Microsoft Excel, Process Improvement, Strategic Planning, Project Management, Budgets, Investments
Education
University of Nebraska-Lincoln 1983 — 1987
Bachelor's Degree, Business Administration
Bob Dudzinski's Robert W. Baird & Co. Experience September 2010 - December 2010
Job Director, Strategy & Corporate Development at Crestwood Midstream Partners LP
Industry Oil & Energy
Experience
Crestwood Midstream Partners LP July 2014 - Present
Tenaska Capital Management May 2011 - July 2014
Robert W. Baird & Co. September 2010 - December 2010
Stephens Inc. July 2008 - July 2010
Skills
Financial Analysis, Financial Modeling, Energy, Private Equity, Corporate Finance, Mergers & Acquisitions, Due Diligence, Project Finance, Valuation, Investment Banking, Risk Management, LBO, Venture Capital, Business Valuation
Education
University of Nebraska-Lincoln 2004 — 2008
Bachelor of Science (B.S.), Accounting and Finance
Crestwood Midstream Partners LP July 2014 - Present
Tenaska Capital Management May 2011 - July 2014
Robert W. Baird & Co. September 2010 - December 2010
Stephens Inc. July 2008 - July 2010
Skills
Financial Analysis, Financial Modeling, Energy, Private Equity, Corporate Finance, Mergers & Acquisitions, Due Diligence, Project Finance, Valuation, Investment Banking, Risk Management, LBO, Venture Capital, Business Valuation
Education
University of Nebraska-Lincoln 2004 — 2008
Bachelor of Science (B.S.), Accounting and Finance
Larry Harper's Robert W. Baird & Co. Experience November 2010 - January 2012
Job Technical Lead at Bright Horizons
Industry Computer Software
Experience
Bright Horizons October 2014 - Present
Rimini Street March 2014 - August 2014
MCKH Enterprises, Inc September 2013 - February 2014
Advanced Disposal November 2012 - August 2013
Veolia Environmental Services North America Corp. January 2012 - November 2012
Robert W. Baird & Co. November 2010 - January 2012
Savannah River Nuclear Solutions April 2010 - November 2010
Highmark Blue Cross Blue Shield September 2008 - February 2009
Manpower May 2007 - February 2008
Skills
Business Analysis, Integration, SDLC, ERP, PeopleSoft, Requirements Analysis, SharePoint, Crystal Reports, Oracle, Business Intelligence, Performance Tuning, Microsoft SQL Server, SQL, Process Improvement, Requirements Gathering, Business Process, SQR, Software Documentation, Databases, Data Warehousing, Business Process...
Education
University of Minnesota-Twin Cities
Bright Horizons October 2014 - Present
Rimini Street March 2014 - August 2014
MCKH Enterprises, Inc September 2013 - February 2014
Advanced Disposal November 2012 - August 2013
Veolia Environmental Services North America Corp. January 2012 - November 2012
Robert W. Baird & Co. November 2010 - January 2012
Savannah River Nuclear Solutions April 2010 - November 2010
Highmark Blue Cross Blue Shield September 2008 - February 2009
Manpower May 2007 - February 2008
Skills
Business Analysis, Integration, SDLC, ERP, PeopleSoft, Requirements Analysis, SharePoint, Crystal Reports, Oracle, Business Intelligence, Performance Tuning, Microsoft SQL Server, SQL, Process Improvement, Requirements Gathering, Business Process, SQR, Software Documentation, Databases, Data Warehousing, Business Process...
Education
University of Minnesota-Twin Cities
Andrew Flis's Robert W. Baird & Co. Experience July 2012 - October 2014
Job Research Associate at William Blair & Company
Industry Investment Management
Experience
William Blair & Company October 2014 - Present
Robert W. Baird & Co. July 2012 - October 2014
Robert W. Baird & Co. September 2009 - July 2012
Carlson Growth Fund May 2008 - May 2009
Mount Yale Capital Group August 2008 - January 2009
Ameriprise Financial June 2008 - September 2008
Merrill Lynch June 2006 - August 2006
Skills
Valuation, Financial Analysis, Equity Research, Equities, Financial Modeling, Investments
Education
University of Minnesota - Carlson School of Management 2005 — 2009
Finance, Marketing, Entrepreneurial Management
William Blair & Company October 2014 - Present
Robert W. Baird & Co. July 2012 - October 2014
Robert W. Baird & Co. September 2009 - July 2012
Carlson Growth Fund May 2008 - May 2009
Mount Yale Capital Group August 2008 - January 2009
Ameriprise Financial June 2008 - September 2008
Merrill Lynch June 2006 - August 2006
Skills
Valuation, Financial Analysis, Equity Research, Equities, Financial Modeling, Investments
Education
University of Minnesota - Carlson School of Management 2005 — 2009
Finance, Marketing, Entrepreneurial Management
John J. Wire's Robert W. Baird & Co. Experience April 2008 - Present
Job Senior Vice Pres. at Robert W. Baird &Co.
Industry Financial Services
Experience
Robert W. Baird & Co. April 2008 - Present
Wells Fargo Investments June 2005 - April 2008
Raymond James Financial May 1989 - June 2005
Education
University of Minnesota - Carlson School of Management 1983 — 1985
Robert W. Baird & Co. April 2008 - Present
Wells Fargo Investments June 2005 - April 2008
Raymond James Financial May 1989 - June 2005
Education
University of Minnesota - Carlson School of Management 1983 — 1985
Alex Lawhorn's Robert W. Baird & Co. Experience March 2010 - Present
Job Portfolio Analyst at Robert W. Baird & Co.
Industry Banking
Experience
Robert W. Baird & Co. March 2010 - Present
Independent Bank November 2009 - March 2010
Independent Bank August 2009 - December 2009
Independent Bank August 2008 - August 2009
Education
University of Mississippi 2007 — 2008
MBA
University of Mississippi 2003 — 2007
Banking and Finance
Robert W. Baird & Co. March 2010 - Present
Independent Bank November 2009 - March 2010
Independent Bank August 2009 - December 2009
Independent Bank August 2008 - August 2009
Education
University of Mississippi 2007 — 2008
MBA
University of Mississippi 2003 — 2007
Banking and Finance
Alex Christ's Robert W. Baird & Co. Experience June 2008 - August 2008
Job Technology Investing at Advance Vixeid Partners
Industry Venture Capital & Private Equity
Experience
Advance Vixeid Partners July 2015 - Present
ICONIQ Capital July 2014 - July 2015
Morgan Stanley June 2012 - July 2014
Morgan Stanley June 2011 - August 2011
University of Iowa Krause Fund August 2010 - December 2010
PricewaterhouseCoopers June 2010 - August 2010
BTC Capital Management / Bankers Trust May 2009 - August 2009
Robert W. Baird & Co. June 2008 - August 2008
Applied Art & Technology August 2007 - March 2008
Education
University of Iowa - Henry B. Tippie College of Business 2008 — 2011
B.B.A., Finance, Accounting
Central Academy
Roosevelt High School
Advance Vixeid Partners July 2015 - Present
ICONIQ Capital July 2014 - July 2015
Morgan Stanley June 2012 - July 2014
Morgan Stanley June 2011 - August 2011
University of Iowa Krause Fund August 2010 - December 2010
PricewaterhouseCoopers June 2010 - August 2010
BTC Capital Management / Bankers Trust May 2009 - August 2009
Robert W. Baird & Co. June 2008 - August 2008
Applied Art & Technology August 2007 - March 2008
Education
University of Iowa - Henry B. Tippie College of Business 2008 — 2011
B.B.A., Finance, Accounting
Central Academy
Roosevelt High School
Amelia Stout's Robert W. Baird & Co. Experience October 2010 - Present
Job Analyst
Industry Banking
Experience
Robert W. Baird & Co. October 2010 - Present
University of Iowa Community Credit Union February 2008 - March 2010
Education
University of Iowa - Henry B. Tippie College of Business 2005 — 2010
BBA, Finance, International Business
Robert W. Baird & Co. October 2010 - Present
University of Iowa Community Credit Union February 2008 - March 2010
Education
University of Iowa - Henry B. Tippie College of Business 2005 — 2010
BBA, Finance, International Business
Judd Platz's Robert W. Baird & Co. Experience July 2010 - Present
Job Compliance Administrative Manager at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. July 2010 - Present
Robert W. Baird & Co. February 2006 - July 2010
Skills
Series 7
Education
University of Minnesota-Twin Cities 2001 — 2005
Robert W. Baird & Co. July 2010 - Present
Robert W. Baird & Co. February 2006 - July 2010
Skills
Series 7
Education
University of Minnesota-Twin Cities 2001 — 2005
Venkateshwara Thangada's Robert W. Baird & Co. Experience November 2002 - March 2011
Job Integration Consultant at SierraCedar
Industry Financial Services
Experience
Outside the Box Solutions, Inc. April 2011 - Present
Sierra-Cedar April 2014 - January 2015
Robert W. Baird & Co. November 2002 - March 2011
Tek Systems July 2002 - November 2002
Skills
PeopleSoft upgrade..., PeopleSoft, Oracle, Requirements Analysis, SDLC, SQR, HRIS, PeopleCode, Business Analysis, Human Resources, ERP, Payroll, Crystal Reports, PeopleTools, Integration
Education
University of New Orleans 1996 — 2001
BSc, Computer Science
University of New Orleans 1995 — 2000
Bachelor's degree, Computer Science
Outside the Box Solutions, Inc. April 2011 - Present
Sierra-Cedar April 2014 - January 2015
Robert W. Baird & Co. November 2002 - March 2011
Tek Systems July 2002 - November 2002
Skills
PeopleSoft upgrade..., PeopleSoft, Oracle, Requirements Analysis, SDLC, SQR, HRIS, PeopleCode, Business Analysis, Human Resources, ERP, Payroll, Crystal Reports, PeopleTools, Integration
Education
University of New Orleans 1996 — 2001
BSc, Computer Science
University of New Orleans 1995 — 2000
Bachelor's degree, Computer Science
Jacob Zitter, CFA's Robert W. Baird & Co. Experience July 2012 - Present
Job Equity Research Associate at Robert W. Baird & Co.
Industry Investment Management
Experience
Robert W. Baird & Co. July 2012 - Present
Education
University of Michigan - Stephen M. Ross School of Business 2005 — 2009
Bachelor of Business Administration, Finance with Minor in Mathematics
Robert W. Baird & Co. July 2012 - Present
Education
University of Michigan - Stephen M. Ross School of Business 2005 — 2009
Bachelor of Business Administration, Finance with Minor in Mathematics
Eric Pronovost's Robert W. Baird & Co. Experience May 2015 - Present
Job Senior Vice President at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. May 2015 - Present
UBS Financial Services Inc. February 2007 - Present
McDonald Financial Group 2001 - 2007
Prudential Securities 1995 - 2001
Shearson Lehman Brothers 1992 - 1995
Skills
Investments, Portfolio Management, Mutual Funds, Risk Management, Retirement Planning, Finance, Series 7, Series 63, Financial Planning, Financial Analysis
Education
University of Maine 1985 — 1989
Bachelor of Arts Degree: B.A. in Communication, Business Finance
Robert W. Baird & Co. May 2015 - Present
UBS Financial Services Inc. February 2007 - Present
McDonald Financial Group 2001 - 2007
Prudential Securities 1995 - 2001
Shearson Lehman Brothers 1992 - 1995
Skills
Investments, Portfolio Management, Mutual Funds, Risk Management, Retirement Planning, Finance, Series 7, Series 63, Financial Planning, Financial Analysis
Education
University of Maine 1985 — 1989
Bachelor of Arts Degree: B.A. in Communication, Business Finance
Matt Lemenager's Robert W. Baird & Co. Experience July 2013 - Present
Job Equity Research Analyst
Industry Financial Services
Experience
Robert W. Baird & Co. July 2013 - Present
Robert W. Baird & Co. June 2012 - August 2012
PepsiCo June 2011 - August 2011
Skills
Equity Research, Finance, Microsoft Excel, Data Analysis, PowerPoint, Market Research, Financial Modeling, Financial Analysis, Valuation, Microsoft Office, Microsoft Word, Analysis, Customer Service, Capital IQ, SQL, Matlab, Accounting, Troubleshooting, Corporate Finance, R, VMware, Bloomberg, Servers
Education
University of Illinois at Urbana-Champaign - College of Business 2009 — 2013
Bachelor's degree, Finance, General
Robert W. Baird & Co. July 2013 - Present
Robert W. Baird & Co. June 2012 - August 2012
PepsiCo June 2011 - August 2011
Skills
Equity Research, Finance, Microsoft Excel, Data Analysis, PowerPoint, Market Research, Financial Modeling, Financial Analysis, Valuation, Microsoft Office, Microsoft Word, Analysis, Customer Service, Capital IQ, SQL, Matlab, Accounting, Troubleshooting, Corporate Finance, R, VMware, Bloomberg, Servers
Education
University of Illinois at Urbana-Champaign - College of Business 2009 — 2013
Bachelor's degree, Finance, General
Ben Gaither, CFA's Robert W. Baird & Co. Experience April 2014 - Present
Job Senior Associate at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird January 2015 - Present
Robert W. Baird & Co. April 2014 - Present
Robert W. Baird & Co. July 2013 - April 2014
Robert W. Baird & Co. July 2010 - June 2013
Thomson Reuters May 2009 - September 2009
Skills
Investments, Financial Analysis, Banking, Equities, Strategic Financial..., Portfolio Management, Financial Services, Credit, Wealth Management, Securities, Financial Modeling, Capital Markets, Valuation, Financial Reporting, Private Equity, Equity Research, Finance, Equity Valuation, Stock Picking, Series 7, Analysis
Education
University of Minnesota-Twin Cities 2006 — 2010
Bachelor of Science (B.S.), Finance, General
Robert W. Baird January 2015 - Present
Robert W. Baird & Co. April 2014 - Present
Robert W. Baird & Co. July 2013 - April 2014
Robert W. Baird & Co. July 2010 - June 2013
Thomson Reuters May 2009 - September 2009
Skills
Investments, Financial Analysis, Banking, Equities, Strategic Financial..., Portfolio Management, Financial Services, Credit, Wealth Management, Securities, Financial Modeling, Capital Markets, Valuation, Financial Reporting, Private Equity, Equity Research, Finance, Equity Valuation, Stock Picking, Series 7, Analysis
Education
University of Minnesota-Twin Cities 2006 — 2010
Bachelor of Science (B.S.), Finance, General
Steven Campisi's Robert W. Baird & Co. Experience 2011 - January 2013
Job Managing Partner at Greenstalk Capital
Industry Investment Management
Experience
Greenstalk Capital January 2014 - Present
Robert W. Baird & Co. 2011 - January 2013
Trading Cross Connects May 2010 - August 2011
ICAP 2010 - 2010
Education
University of Florida 2006 — 2010
Greenstalk Capital January 2014 - Present
Robert W. Baird & Co. 2011 - January 2013
Trading Cross Connects May 2010 - August 2011
ICAP 2010 - 2010
Education
University of Florida 2006 — 2010
Christy Loop, CFA's Robert W. Baird & Co. Experience January 2003 - June 2005
Job Senior Investment Consultant at Towers Watson
Industry Investment Management
Experience
Towers Watson October 2013 - Present
Towers Watson August 2011 - September 2013
William Blair and Company January 2007 - July 2011
William Blair and Company June 2005 - December 2006
Robert W. Baird & Co. January 2003 - June 2005
Education
University of Florida - Warrington College of Business Administration 1999 — 2002
BS, Finance
CFA Institute
Towers Watson October 2013 - Present
Towers Watson August 2011 - September 2013
William Blair and Company January 2007 - July 2011
William Blair and Company June 2005 - December 2006
Robert W. Baird & Co. January 2003 - June 2005
Education
University of Florida - Warrington College of Business Administration 1999 — 2002
BS, Finance
CFA Institute
Michael Seekell's Robert W. Baird & Co. Experience July 1988 - Present
Job Director Investments at Robert W. Baird & Co.
Industry Financial Services
Experience
Forest Hills Public Schools - Board of Education 2013 - Present
Robert W. Baird & Co. July 1988 - Present
Skills
Wealth Management, Securities, Uniform Combined State..., Mutual Funds, Retirement Planning, Financial Analysis
Education
University of Michigan 1983 — 1987
BA, Economics
Forest Hills Public Schools - Board of Education 2013 - Present
Robert W. Baird & Co. July 1988 - Present
Skills
Wealth Management, Securities, Uniform Combined State..., Mutual Funds, Retirement Planning, Financial Analysis
Education
University of Michigan 1983 — 1987
BA, Economics
Erin Shanley's Robert W. Baird & Co. Experience June 2010 - January 2011
Job Credit Officer, SmartBiz Team
Industry Financial Services
Experience
Better Finance, Inc. June 2015 - Present
Better Finance, Inc. January 2015 - June 2015
Prudential Capital Group July 2011 - May 2014
Robert W. Baird & Co. June 2010 - January 2011
Skills
Microsoft Excel, Bloomberg Terminal, Capital IQ, Investments, Bloomberg, Asset Management, Finance, Portfolio Management, Valuation, Financial Modeling, Corporate Finance, Financial Analysis, Microsoft Office, PowerPoint, Microsoft Word, Equities, Management, Social Media
Education
University of Illinois at Urbana-Champaign - College of Business 2010 — 2011
MAS, Accountancy, International Business and Corporate Governance
University of Illinois at Urbana-Champaign - College of Business 2006 — 2010
BS, Accountancy, Spanish
CEGRI International Center for Higher Education 2009 — 2009
Spanish
Nicolet High School 2002 — 2006
High School
University of Illinois
Better Finance, Inc. June 2015 - Present
Better Finance, Inc. January 2015 - June 2015
Prudential Capital Group July 2011 - May 2014
Robert W. Baird & Co. June 2010 - January 2011
Skills
Microsoft Excel, Bloomberg Terminal, Capital IQ, Investments, Bloomberg, Asset Management, Finance, Portfolio Management, Valuation, Financial Modeling, Corporate Finance, Financial Analysis, Microsoft Office, PowerPoint, Microsoft Word, Equities, Management, Social Media
Education
University of Illinois at Urbana-Champaign - College of Business 2010 — 2011
MAS, Accountancy, International Business and Corporate Governance
University of Illinois at Urbana-Champaign - College of Business 2006 — 2010
BS, Accountancy, Spanish
CEGRI International Center for Higher Education 2009 — 2009
Spanish
Nicolet High School 2002 — 2006
High School
University of Illinois
Sam Magidsohn's Robert W. Baird & Co. Experience July 2013 - June 2015
Job Associate at Beecken Petty O'Keefe & Company
Industry Financial Services
Experience
Beecken Petty O'Keefe July 2015 - Present
Robert W. Baird & Co. July 2013 - June 2015
Student Organization Resource Center September 2010 - May 2013
Grosvenor Capital Management May 2012 - August 2012
Sigma Phi Epsilon Fraternity November 2010 - January 2012
Detroit Business Consulting May 2011 - July 2011
Skills
Final Cut Pro, Event Planning, Microsoft Office, Data Analysis, PowerPoint, Social Media, Microsoft Excel, Team Leadership, Microsoft Word, Customer Service, Portfolio Management
Education
University of Michigan - Stephen M. Ross School of Business 2010 — 2013
Bachelor of Business Administration (BBA), Finance & Accounting
Beecken Petty O'Keefe July 2015 - Present
Robert W. Baird & Co. July 2013 - June 2015
Student Organization Resource Center September 2010 - May 2013
Grosvenor Capital Management May 2012 - August 2012
Sigma Phi Epsilon Fraternity November 2010 - January 2012
Detroit Business Consulting May 2011 - July 2011
Skills
Final Cut Pro, Event Planning, Microsoft Office, Data Analysis, PowerPoint, Social Media, Microsoft Excel, Team Leadership, Microsoft Word, Customer Service, Portfolio Management
Education
University of Michigan - Stephen M. Ross School of Business 2010 — 2013
Bachelor of Business Administration (BBA), Finance & Accounting
Ryan Metcalfe's Robert W. Baird & Co. Experience June 1998 - May 2003
Job Director, Credit Risk Stress Testing & Analytics at BMO Harris Bank
Industry Banking
Experience
BMO Harris Bank December 2014 - Present
BMO Harris Bank July 2014 - December 2014
Federal Reserve Bank of Chicago November 2011 - July 2014
Pangaea Asset Management March 2007 - December 2010
GE Asset Management May 2003 - March 2007
Robert W. Baird & Co. June 1998 - May 2003
Skills
Financial Modeling, Valuation, Capital Markets, Corporate Finance, Financial Analysis, Investment Banking, Fixed Income, Credit, Credit Analysis, Portfolio Management, Due Diligence, Loans, Asset Management, Banking, Commercial Lending, Mergers & Acquisitions, Structured Finance, Leveraged Finance, Risk Management, Finance, Trading, Credit Risk
Education
University of Illinois at Urbana-Champaign - College of Business 1994 — 1998
BS, Finance
BMO Harris Bank December 2014 - Present
BMO Harris Bank July 2014 - December 2014
Federal Reserve Bank of Chicago November 2011 - July 2014
Pangaea Asset Management March 2007 - December 2010
GE Asset Management May 2003 - March 2007
Robert W. Baird & Co. June 1998 - May 2003
Skills
Financial Modeling, Valuation, Capital Markets, Corporate Finance, Financial Analysis, Investment Banking, Fixed Income, Credit, Credit Analysis, Portfolio Management, Due Diligence, Loans, Asset Management, Banking, Commercial Lending, Mergers & Acquisitions, Structured Finance, Leveraged Finance, Risk Management, Finance, Trading, Credit Risk
Education
University of Illinois at Urbana-Champaign - College of Business 1994 — 1998
BS, Finance
Jackson Long's Robert W. Baird & Co. Experience July 2014 - Present
Job Investment Banking Analyst at Robert W. Baird & Co.
Industry Investment Banking
Experience
Robert W. Baird & Co. July 2014 - Present
Gator Student Investment Fund August 2012 - February 2014
HealthCare Royalty Partners May 2013 - August 2013
ChurchillTerry May 2012 - July 2012
GainesvilleScene January 2012 - May 2012
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Financial Modeling, Microsoft Word, Corporate Finance, Valuation, Financial Analysis, Investment Banking, Bloomberg, Equities, English, Research, Economics, Hedge Funds, Analysis, Finance, Investments, Teamwork
Education
University of Florida, Hough Graduate School of Business 2012 — 2014
Master of Science, Finance
University of Florida - Warrington College Of Business 2010 — 2014
Bachelor of Science, Economics
Robert W. Baird & Co. July 2014 - Present
Gator Student Investment Fund August 2012 - February 2014
HealthCare Royalty Partners May 2013 - August 2013
ChurchillTerry May 2012 - July 2012
GainesvilleScene January 2012 - May 2012
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Financial Modeling, Microsoft Word, Corporate Finance, Valuation, Financial Analysis, Investment Banking, Bloomberg, Equities, English, Research, Economics, Hedge Funds, Analysis, Finance, Investments, Teamwork
Education
University of Florida, Hough Graduate School of Business 2012 — 2014
Master of Science, Finance
University of Florida - Warrington College Of Business 2010 — 2014
Bachelor of Science, Economics
Terri Baer's Robert W. Baird & Co. Experience February 1995 - April 2009
Job Graduate of the University of Florida
Industry Financial Services
Experience
RBC Wealth Management November 2012 - May 2014
Robert W. Baird & Co. February 1995 - April 2009
Skills
Series 7, Variable Annuities, Series 63, General Securities..., Compliance, Fixed Annuities, Financial Services, Stocks, Bonds, Registered Investment..., Financial Reporting, Operations, Customer Service, Client Liaison, Mutual Funds, Securities, Wealth Management, Financial Planning, Banking, Investments, Asset Management, Asset Allocation, Equities, Retirement Planning, Portfolio Management, Retirement, Series 24
Education
University of Florida
Bachelor of Science (BS), Business Education
University of Florida
Bachelor of Science (BS), Business Education
RBC Wealth Management November 2012 - May 2014
Robert W. Baird & Co. February 1995 - April 2009
Skills
Series 7, Variable Annuities, Series 63, General Securities..., Compliance, Fixed Annuities, Financial Services, Stocks, Bonds, Registered Investment..., Financial Reporting, Operations, Customer Service, Client Liaison, Mutual Funds, Securities, Wealth Management, Financial Planning, Banking, Investments, Asset Management, Asset Allocation, Equities, Retirement Planning, Portfolio Management, Retirement, Series 24
Education
University of Florida
Bachelor of Science (BS), Business Education
University of Florida
Bachelor of Science (BS), Business Education
Mark Blosser's Robert W. Baird & Co. Experience May 2010 - August 2010
Job Service Consultant, Jim Ellis Mazda
Industry Financial Services
Experience
Jim Ellis Automotive Dealerships May 2012 - Present
Fletcher Motor Sports January 2012 - Present
Jackson Acura August 2007 - May 2012
Robert W. Baird & Co. May 2010 - August 2010
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Teamwork, Research, Financial Analysis, Accounting, Social Media, Photoshop, Windows, Outlook
Education
University of Georgia - Terry College of Business 2009 — 2011
Bachelor of Science (BS), Banking and Financial Support Services
Jim Ellis Automotive Dealerships May 2012 - Present
Fletcher Motor Sports January 2012 - Present
Jackson Acura August 2007 - May 2012
Robert W. Baird & Co. May 2010 - August 2010
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Teamwork, Research, Financial Analysis, Accounting, Social Media, Photoshop, Windows, Outlook
Education
University of Georgia - Terry College of Business 2009 — 2011
Bachelor of Science (BS), Banking and Financial Support Services
Dave Terwilliger's Robert W. Baird & Co. Experience November 2000 - Present
Job Director, Inst. Fixed Income Sales at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. November 2000 - Present
Piper Jaffray September 1988 - October 2000
Education
University of Minnesota-Twin Cities 1979 — 1982
BS, Business
Robert W. Baird & Co. November 2000 - Present
Piper Jaffray September 1988 - October 2000
Education
University of Minnesota-Twin Cities 1979 — 1982
BS, Business
Ross Baumgarten's Robert W. Baird & Co. Experience PrincipalWilliam Blair and CompanyMarch 1988 - August 2008
Job First Vice President Private Wealth Management at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. PrincipalWilliam Blair and CompanyMarch 1988 - August 2008
Education
University of Florida 1975 — 1978
BS, Sociology
Robert W. Baird & Co. PrincipalWilliam Blair and CompanyMarch 1988 - August 2008
Education
University of Florida 1975 — 1978
BS, Sociology
William Delwiche, CMT, CFA's Robert W. Baird & Co. Experience November 1999 - Present
Job Investment Strategist at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. November 1999 - Present
Skills
Mutual Funds, Wealth Management, Asset Allocation, Investments, Series 7, Investment Strategies, Investment Advisory, Portfolio Management, Alternative Investments, Series 63, Investment Management, Equities, Bloomberg, Securities, Equity Research
Education
University of Wisconsin-Milwaukee 2001 — 2006
Master of Arts (MA), Economics
University of Maryland College Park 1994 — 1999
Bachelor of Arts (BA), Economics / Government & Politics
Robert W. Baird & Co. November 1999 - Present
Skills
Mutual Funds, Wealth Management, Asset Allocation, Investments, Series 7, Investment Strategies, Investment Advisory, Portfolio Management, Alternative Investments, Series 63, Investment Management, Equities, Bloomberg, Securities, Equity Research
Education
University of Wisconsin-Milwaukee 2001 — 2006
Master of Arts (MA), Economics
University of Maryland College Park 1994 — 1999
Bachelor of Arts (BA), Economics / Government & Politics
Jeffrey Weaver's Robert W. Baird & Co. Experience February 2009 - May 2011
Job Principal at Piper Jaffray
Industry Financial Services
Experience
Piper Jaffray May 2013 - Present
Gleacher & Co July 2012 - April 2013
Ally Financial Inc. May 2011 - April 2012
Robert W. Baird & Co. February 2009 - May 2011
RBS Greenwich Capital March 2004 - December 2008
RFC February 2002 - March 2004
Skills
Capital Markets, Sales, MBS, Loans, ABS, Portfolio Management
Education
New York University, Stern School of Business 1988 — 1991
Master of Business Administration (MBA), Finance, General
University of Michigan 1983 — 1986
Bachelor of Business Administration (BBA), Accounting and Finance
Piper Jaffray May 2013 - Present
Gleacher & Co July 2012 - April 2013
Ally Financial Inc. May 2011 - April 2012
Robert W. Baird & Co. February 2009 - May 2011
RBS Greenwich Capital March 2004 - December 2008
RFC February 2002 - March 2004
Skills
Capital Markets, Sales, MBS, Loans, ABS, Portfolio Management
Education
New York University, Stern School of Business 1988 — 1991
Master of Business Administration (MBA), Finance, General
University of Michigan 1983 — 1986
Bachelor of Business Administration (BBA), Accounting and Finance
Diane Plant's Robert W. Baird & Co. Experience September 2011 - Present
Job Office Assistant at Robert W. Baird & Co.
Industry Accounting
Experience
Robert W. Baird & Co. September 2011 - Present
Crossroads RMC June 2010 - September 2011
Ball Corporation 1977 - 2000
Education
University of Illinois at Chicago 1976 — 1978
Robert W. Baird & Co. September 2011 - Present
Crossroads RMC June 2010 - September 2011
Ball Corporation 1977 - 2000
Education
University of Illinois at Chicago 1976 — 1978
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.