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
Timothy Van Harmelen Timothy Van Harmelen's Robert W. Baird & Co. Experience June 2012 - October 2013
Job Associate, Deal Advisory at KPMG US
Industry Financial Services
Experience
KPMG US May 2014 - Present
Robert W. Baird & Co. June 2012 - October 2013
Robert W. Baird & Co. May 2011 - August 2011
MetLife June 2010 - May 2011
Skills
Investments, Bloomberg, Series 7, Series 63, FactSet, McLagan, CFA Level 1 Candidate, Equity Research, Portfolio Management, Finance, Financial Analysis, Capital Markets, Financial Modeling, Equities, Mergers, Private Equity, Microsoft Office, Microsoft Excel, Trading, Due Diligence, Mergers & Acquisitions
Education
University of Notre Dame - Mendoza College of Business 2008 — 2012
Bachelor's, Accounting, Economics
Ramsey High School 2006 — 2008
High School Diploma
Upper Canada College 2004 — 2006
Hong Kong International School
KPMG US May 2014 - Present
Robert W. Baird & Co. June 2012 - October 2013
Robert W. Baird & Co. May 2011 - August 2011
MetLife June 2010 - May 2011
Skills
Investments, Bloomberg, Series 7, Series 63, FactSet, McLagan, CFA Level 1 Candidate, Equity Research, Portfolio Management, Finance, Financial Analysis, Capital Markets, Financial Modeling, Equities, Mergers, Private Equity, Microsoft Office, Microsoft Excel, Trading, Due Diligence, Mergers & Acquisitions
Education
University of Notre Dame - Mendoza College of Business 2008 — 2012
Bachelor's, Accounting, Economics
Ramsey High School 2006 — 2008
High School Diploma
Upper Canada College 2004 — 2006
Hong Kong International School
Katie Smigelski's Robert W. Baird & Co. Experience May 2013 - August 2013
Job Analyst at Charles River Associates
Industry Management Consulting
Experience
Charles River Associates July 2014 - Present
Robert W. Baird & Co. May 2013 - August 2013
Haddad Brands June 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Spanish, AS400 system, PowerPoint, Analysis, Research, Leadership, Financial Analysis, Corporate Finance
Education
University of Notre Dame - Mendoza College of Business 2010 — 2014
Bachelor's degree, Finance/Spanish
Charles River Associates July 2014 - Present
Robert W. Baird & Co. May 2013 - August 2013
Haddad Brands June 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Spanish, AS400 system, PowerPoint, Analysis, Research, Leadership, Financial Analysis, Corporate Finance
Education
University of Notre Dame - Mendoza College of Business 2010 — 2014
Bachelor's degree, Finance/Spanish
Aaron Schwei's Robert W. Baird & Co. Experience June 2010 - August 2012
Job JD Candidate University of Virginia School of Law 2016
Industry Law Practice
Experience
Schulte Roth & Zabel LLP May 2015 - August 2015
SIFMA June 2014 - August 2014
University of San Diego February 2010 - May 2013
Robert W. Baird & Co. June 2010 - August 2012
Skills
Public Speaking, Financial Analysis, PowerPoint, Time Management, Teamwork, Strategic Planning, Outlook, Analysis, Legal Writing, Legal Research, Professional Manner, Fundraising, Social Media Marketing, Event Planning, Social Networking, Facebook, Microsoft Office
Education
University of Virginia School of Law 2013 — 2016
Doctor of Law (JD) (Candidate)
University of San Diego 2009 — 2013
Bachelor of Business Administration (BBA), Business Administration and Management, General, Summa Cum Laude
Marquette University High School 2005 — 2009
Milwaukee, WI
Schulte Roth & Zabel LLP May 2015 - August 2015
SIFMA June 2014 - August 2014
University of San Diego February 2010 - May 2013
Robert W. Baird & Co. June 2010 - August 2012
Skills
Public Speaking, Financial Analysis, PowerPoint, Time Management, Teamwork, Strategic Planning, Outlook, Analysis, Legal Writing, Legal Research, Professional Manner, Fundraising, Social Media Marketing, Event Planning, Social Networking, Facebook, Microsoft Office
Education
University of Virginia School of Law 2013 — 2016
Doctor of Law (JD) (Candidate)
University of San Diego 2009 — 2013
Bachelor of Business Administration (BBA), Business Administration and Management, General, Summa Cum Laude
Marquette University High School 2005 — 2009
Milwaukee, WI
Matthew Frustaci's Robert W. Baird & Co. Experience July 2012 - June 2014
Job Venture Capital Associate at Summit Partners
Industry Venture Capital & Private Equity
Experience
Summit Partners July 2014 - Present
Robert W. Baird & Co. July 2012 - June 2014
Deloitte May 2011 - August 2011
University of Notre Dame August 2008 - December 2010
Unisys May 2010 - August 2010
Skills
Financial Modeling, Financial Analysis, Valuation, Corporate Finance, Data Analysis, Microsoft Excel, PowerPoint, Microsoft Office, Access, Microsoft Word, Research, Mergers, Accounting, Investment Banking, Venture Capital, Private Equity
Education
University of Notre Dame 2008 — 2012
Bachelor of Business Administration (BBA), Finance, History
Kingwood High School
Summit Partners July 2014 - Present
Robert W. Baird & Co. July 2012 - June 2014
Deloitte May 2011 - August 2011
University of Notre Dame August 2008 - December 2010
Unisys May 2010 - August 2010
Skills
Financial Modeling, Financial Analysis, Valuation, Corporate Finance, Data Analysis, Microsoft Excel, PowerPoint, Microsoft Office, Access, Microsoft Word, Research, Mergers, Accounting, Investment Banking, Venture Capital, Private Equity
Education
University of Notre Dame 2008 — 2012
Bachelor of Business Administration (BBA), Finance, History
Kingwood High School
Andrew Eckert's Robert W. Baird & Co. Experience September 2015 - Present
Job Student at University of Notre Dame Mendoza College of Business
Industry Financial Services
Experience
Robert W. Baird & Co. September 2015 - Present
Vanguard May 2014 - July 2014
Keystone Fire Protection Co. May 2013 - August 2013
DaVinci Consulting Group, LLC May 2012 - August 2012
Skills
Access, Databases, Microsoft Excel, Microsoft Office, Human Resources, PowerPoint, Microsoft Word, Customer Service, Policy
Education
University of Notre Dame - Mendoza College of Business 2011 — 2015
Bachelor of Business Administration (BBA), Finance, General
Robert W. Baird & Co. September 2015 - Present
Vanguard May 2014 - July 2014
Keystone Fire Protection Co. May 2013 - August 2013
DaVinci Consulting Group, LLC May 2012 - August 2012
Skills
Access, Databases, Microsoft Excel, Microsoft Office, Human Resources, PowerPoint, Microsoft Word, Customer Service, Policy
Education
University of Notre Dame - Mendoza College of Business 2011 — 2015
Bachelor of Business Administration (BBA), Finance, General
Brett Ubl's Robert W. Baird & Co. Experience June 2013 - August 2013
Job Investment Banking Analyst at Robert W. Baird & Co.
Industry Investment Banking
Experience
Robert W. Baird & Co. June 2013 - August 2013
WorldStrides May 2012 - August 2012
The Arc January 2012 - May 2012
Citizens Bank Minnesota June 2010 - August 2011
Education
University of Notre Dame 2011 — 2014
Bachelor of Arts (B.A.), Economics and Political Science
Robert W. Baird & Co. June 2013 - August 2013
WorldStrides May 2012 - August 2012
The Arc January 2012 - May 2012
Citizens Bank Minnesota June 2010 - August 2011
Education
University of Notre Dame 2011 — 2014
Bachelor of Arts (B.A.), Economics and Political Science
Colleen King Colleen King's Robert W. Baird & Co. Experience April 2015 - Present
Job Business Analyst at Robert W. Baird & Co.
Industry Information Technology and Services
Experience
Robert W. Baird & Co. April 2015 - Present
Reader's Digest April 2010 - April 2015
Zywave January 2005 - April 2010
Application Outfitters May 2003 - January 2005
PeopleSoft July 2001 - May 2003
Cotelligent June 1999 - July 2001
Skills
HRIS, PeopleSoft, Employee Benefits, Human Resources, Agile Methodologies, Personnel Management, Software Documentation, Benefits Administration, CRM, Testing, Business Process, Web Services, SDLC, Requirements Analysis, Payroll, Business Analysis, Integration, Requirements Gathering
Education
University of South Carolina - Darla Moore School of Business 1986 — 1990
BS Business Administration, Marketing and Human Resources Management
Robert W. Baird & Co. April 2015 - Present
Reader's Digest April 2010 - April 2015
Zywave January 2005 - April 2010
Application Outfitters May 2003 - January 2005
PeopleSoft July 2001 - May 2003
Cotelligent June 1999 - July 2001
Skills
HRIS, PeopleSoft, Employee Benefits, Human Resources, Agile Methodologies, Personnel Management, Software Documentation, Benefits Administration, CRM, Testing, Business Process, Web Services, SDLC, Requirements Analysis, Payroll, Business Analysis, Integration, Requirements Gathering
Education
University of South Carolina - Darla Moore School of Business 1986 — 1990
BS Business Administration, Marketing and Human Resources Management
Mike Wolverton Mike Wolverton's Robert W. Baird & Co. Experience 1995 - 2001
Job Owner at Mike Wolverton Design, LLC
Industry Computer Hardware
Experience
Rip Rite, LLC July 2010 - Present
Mike Wolverton Design June 2008 - Present
123 Registration, Inc. May 2001 - June 2010
Robert W. Baird & Co. 1995 - 2001
Skills
PHP, jQuery, Photoshop, Illustrator, MS Exchange 2003 - 2010, MS Server 2003 - 2008, MS Windows 98 - 7, OS X, Firewall, Network Administration, IT Solutions, HTML 5, CSS3, Dreamweaver, Coda, Wordpress, Music Servers, Music Software, Responsive Web Design, Mobile Applications, Web Design, WordPress, User Interface Design, CSS, Servers, Website Development, CMS, Firewalls, Advertising, Event Planning, Management, Leadership, Marketing, Marketing Strategy, New Business Development, Social Media Marketing, Social Networking, Team Building, Sales
Education
University of Oklahoma 1986 — 1988
Rip Rite, LLC July 2010 - Present
Mike Wolverton Design June 2008 - Present
123 Registration, Inc. May 2001 - June 2010
Robert W. Baird & Co. 1995 - 2001
Skills
PHP, jQuery, Photoshop, Illustrator, MS Exchange 2003 - 2010, MS Server 2003 - 2008, MS Windows 98 - 7, OS X, Firewall, Network Administration, IT Solutions, HTML 5, CSS3, Dreamweaver, Coda, Wordpress, Music Servers, Music Software, Responsive Web Design, Mobile Applications, Web Design, WordPress, User Interface Design, CSS, Servers, Website Development, CMS, Firewalls, Advertising, Event Planning, Management, Leadership, Marketing, Marketing Strategy, New Business Development, Social Media Marketing, Social Networking, Team Building, Sales
Education
University of Oklahoma 1986 — 1988
Jim Seidel, CFP®'s Robert W. Baird & Co. Experience March 2013 - Present
Job The Brennan Group Private Wealth Management at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. March 2013 - Present
Northern Trust January 2012 - March 2013
Catholic Community Foundation October 2006 - January 2012
Smith Barney/Citigroup Global Markets August 2001 - October 2006
RBC Dain Rauscher 1995 - 2001
Campbell Mithun Advertising 1991 - 1995
Skills
Investments, Wealth Management, Finance, Asset Management, Strategic Planning, Wealth Management..., Wealth, Risk Management, Portfolio Management, Financial Analysis, Financial Modeling, Fundraising, Leadership, Nonprofits, Philanthropy, Public Speaking
Education
University of Notre Dame 1987 — 1991
BBA, Finance & Business Economics
University of St. Thomas - Opus College of Business 2009 — 2012
MBA, Executive MBA Program
St.Thomas Academy
Robert W. Baird & Co. March 2013 - Present
Northern Trust January 2012 - March 2013
Catholic Community Foundation October 2006 - January 2012
Smith Barney/Citigroup Global Markets August 2001 - October 2006
RBC Dain Rauscher 1995 - 2001
Campbell Mithun Advertising 1991 - 1995
Skills
Investments, Wealth Management, Finance, Asset Management, Strategic Planning, Wealth Management..., Wealth, Risk Management, Portfolio Management, Financial Analysis, Financial Modeling, Fundraising, Leadership, Nonprofits, Philanthropy, Public Speaking
Education
University of Notre Dame 1987 — 1991
BBA, Finance & Business Economics
University of St. Thomas - Opus College of Business 2009 — 2012
MBA, Executive MBA Program
St.Thomas Academy
Colleen Nolan, CPA's Robert W. Baird & Co. Experience March 2015 - Present
Job Private Wealth Management, Robert W. Baird & Co.
Industry Investment Management
Experience
Robert W. Baird & Co. March 2015 - Present
Rose of Tralee International Festival April 2014 - April 2015
GCM Grosvenor October 2013 - March 2015
GCM Grosvenor October 2011 - October 2013
Deloitte & Touche September 2010 - January 2012
Deloitte & Touche June 2009 - August 2009
Baker Tilly Virchow Krause, LLP June 2008 - September 2008
Skills
Business Development, Hedge Funds, Strategic Planning, Finance, Investment Management, Sales Management, Business Process..., Financial Product..., Financial Analysis, Microsoft Excel, Accounting, Investments
Education
University of Notre Dame 2006 — 2010
Bachelor's Degree, Accounting and Political Science
Robert W. Baird & Co. March 2015 - Present
Rose of Tralee International Festival April 2014 - April 2015
GCM Grosvenor October 2013 - March 2015
GCM Grosvenor October 2011 - October 2013
Deloitte & Touche September 2010 - January 2012
Deloitte & Touche June 2009 - August 2009
Baker Tilly Virchow Krause, LLP June 2008 - September 2008
Skills
Business Development, Hedge Funds, Strategic Planning, Finance, Investment Management, Sales Management, Business Process..., Financial Product..., Financial Analysis, Microsoft Excel, Accounting, Investments
Education
University of Notre Dame 2006 — 2010
Bachelor's Degree, Accounting and Political Science
Julie Simonetti's Robert W. Baird & Co. Experience July 2003 - December 2005
Job Experienced Finance and Accounting Professional
Industry Wine and Spirits
Experience
Constellation Brands July 2008 - July 2010
U.S. Cellular January 2006 - June 2008
Robert W. Baird & Co. July 2003 - December 2005
Skills
Financial Analysis, Financial Reporting, Hyperion Planning, Planning Budgeting &..., Strategic Financial..., Microsoft Excel, Analysis, Budgets, Corporate Finance, Finance, Financial Forecasting, Financial Modeling, Forecasting, Investments, Management, Variance Analysis
Education
University of Notre Dame 1999 — 2003
Bachelor of Business Administration (B.B.A.), Finance, GPA 3.9/4.0
Constellation Brands July 2008 - July 2010
U.S. Cellular January 2006 - June 2008
Robert W. Baird & Co. July 2003 - December 2005
Skills
Financial Analysis, Financial Reporting, Hyperion Planning, Planning Budgeting &..., Strategic Financial..., Microsoft Excel, Analysis, Budgets, Corporate Finance, Finance, Financial Forecasting, Financial Modeling, Forecasting, Investments, Management, Variance Analysis
Education
University of Notre Dame 1999 — 2003
Bachelor of Business Administration (B.B.A.), Finance, GPA 3.9/4.0
Jesse Polen'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
Stout Risius Ross July 2013 - October 2014
Health Care REIT May 2012 - August 2012
Ivanhoe Country Club May 2011 - July 2011
Skills
Financial Modeling, Financial Analysis, Microsoft Excel, Bloomberg Terminal, Equity Valuation, Business Valuation, Intangible Assets, Purchase Price..., Valuation, Financial Reporting, Monte Carlo Simulation, Investment Banking, Microsoft Office, PowerPoint, Microsoft Word, Corporate Finance
Education
University of Notre Dame 2009 — 2013
Bachelor's Degree, Finance
Wauconda High School 2005 — 2009
High School Diploma, General Studies
Robert W. Baird & Co. October 2014 - Present
Stout Risius Ross July 2013 - October 2014
Health Care REIT May 2012 - August 2012
Ivanhoe Country Club May 2011 - July 2011
Skills
Financial Modeling, Financial Analysis, Microsoft Excel, Bloomberg Terminal, Equity Valuation, Business Valuation, Intangible Assets, Purchase Price..., Valuation, Financial Reporting, Monte Carlo Simulation, Investment Banking, Microsoft Office, PowerPoint, Microsoft Word, Corporate Finance
Education
University of Notre Dame 2009 — 2013
Bachelor's Degree, Finance
Wauconda High School 2005 — 2009
High School Diploma, General Studies
Allyson Kirst's Robert W. Baird & Co. Experience May 2013 - August 2013
Job Business Analyst at Capital One Financial Corporation
Industry Financial Services
Experience
Capital One July 2015 - Present
Capital One June 2014 - August 2014
Robert W. Baird & Co. May 2013 - August 2013
Skills
Research, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, OneNote, Communication, Equity Research, Finance, Financial Statement..., SAS programming
Education
University of Notre Dame 2011 — 2015
Bachelor's degree, Finance, Psychology
Capital One July 2015 - Present
Capital One June 2014 - August 2014
Robert W. Baird & Co. May 2013 - August 2013
Skills
Research, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, OneNote, Communication, Equity Research, Finance, Financial Statement..., SAS programming
Education
University of Notre Dame 2011 — 2015
Bachelor's degree, Finance, Psychology
Nick Goode's Robert W. Baird & Co. Experience July 2011 - June 2013
Job Associate at Genstar Capital
Industry Financial Services
Experience
Genstar Capital August 2013 - Present
Robert W. Baird & Co. July 2011 - June 2013
Macquarie Capital Partners June 2010 - August 2010
Skills
Investment Banking, Valuation, Private Equity, Financial Modeling, Mergers & Acquisitions, Due Diligence, Financial Analysis, Qualitative Research, Investments, Sourcing, Debt & Equity Financing, Capital Markets, Leveraged Finance, LBO, Corporate Finance, Corporate Development, Business Strategy, Acquisitions, M&A Modeling, M&A execution
Education
University of Notre Dame 2007 — 2011
BBA, Finance, Magna Cum Laude
Genstar Capital August 2013 - Present
Robert W. Baird & Co. July 2011 - June 2013
Macquarie Capital Partners June 2010 - August 2010
Skills
Investment Banking, Valuation, Private Equity, Financial Modeling, Mergers & Acquisitions, Due Diligence, Financial Analysis, Qualitative Research, Investments, Sourcing, Debt & Equity Financing, Capital Markets, Leveraged Finance, LBO, Corporate Finance, Corporate Development, Business Strategy, Acquisitions, M&A Modeling, M&A execution
Education
University of Notre Dame 2007 — 2011
BBA, Finance, Magna Cum Laude
Andrew Hosbein's Robert W. Baird & Co. Experience July 2015 - Present
Job Incoming Investment Banking Analyst at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. July 2015 - Present
JPMorgan Chase June 2014 - August 2014
Prudential Financial June 2013 - August 2013
Vineyard Vines June 2012 - May 2013
Point Capital Partners June 2012 - August 2012
Blue Ridge Mountain Sports August 2009 - May 2012
Grand Food Center December 2007 - July 2008
Skills
Microsoft Excel, Retail, Microsoft Word, Microsoft Powerpoint, Merchandising, Social Media, Leadership, Social Networking, Market Research, Critical Thinking, Process Improvement, Business Networking, Customer Service, PowerPoint, Time Management, Research, Financial Modeling
Education
University of Notre Dame - Mendoza College of Business 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance, Chinese
University of Notre Dame in London 2014 — 2014
Bachelor of Business Administration (BBA), Finance, Chinese
Chatham High School 2008 — 2011
High School Diploma
Robert W. Baird & Co. July 2015 - Present
JPMorgan Chase June 2014 - August 2014
Prudential Financial June 2013 - August 2013
Vineyard Vines June 2012 - May 2013
Point Capital Partners June 2012 - August 2012
Blue Ridge Mountain Sports August 2009 - May 2012
Grand Food Center December 2007 - July 2008
Skills
Microsoft Excel, Retail, Microsoft Word, Microsoft Powerpoint, Merchandising, Social Media, Leadership, Social Networking, Market Research, Critical Thinking, Process Improvement, Business Networking, Customer Service, PowerPoint, Time Management, Research, Financial Modeling
Education
University of Notre Dame - Mendoza College of Business 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance, Chinese
University of Notre Dame in London 2014 — 2014
Bachelor of Business Administration (BBA), Finance, Chinese
Chatham High School 2008 — 2011
High School Diploma
Brett Biondi's Robert W. Baird & Co. Experience July 2013 - October 2014
Job Trader at Balyasny Asset Management L.P.
Industry Financial Services
Experience
Balyasny Asset Management L.P. November 2014 - Present
Robert W. Baird & Co. July 2013 - October 2014
University of Notre Dame August 2010 - May 2013
University of Notre Dame August 2012 - January 2013
BP June 2012 - August 2012
Balyasny Asset Management L.P. June 2011 - August 2011
Merrick Ventures, LLC. May 2009 - August 2009
Skills
Portfolio Management, Investments, Microsoft Office
Education
University of Notre Dame 2010 — 2013
Economics
Balyasny Asset Management L.P. November 2014 - Present
Robert W. Baird & Co. July 2013 - October 2014
University of Notre Dame August 2010 - May 2013
University of Notre Dame August 2012 - January 2013
BP June 2012 - August 2012
Balyasny Asset Management L.P. June 2011 - August 2011
Merrick Ventures, LLC. May 2009 - August 2009
Skills
Portfolio Management, Investments, Microsoft Office
Education
University of Notre Dame 2010 — 2013
Economics
Theodore J Vogt's Robert W. Baird & Co. Experience June 1988 - May 1995
Job Managing Director, CIO & Financial Advisor at Mosaic Wealth Management, LLC
Industry Financial Services
Experience
Mosaic Wealth Management, LLC November 2007 - Present
Morgan Stanley May 1995 - September 2007
Robert W. Baird & Co. June 1988 - May 1995
US Army August 1967 - May 1970
Skills
Asset Allocation, Fixed Annuities, Financial Advisory, Investment Advisory, Strategic Financial..., Series 63, Series 7, Financial Institutions, FINRA, Securities, Wealth, Fixed Income, Management, Risk Management, Retirement Planning, Portfolio Management, Life Insurance, Financial Services, Financial Analysis, Small Business, Wealth Management, Capital Markets, Alternative Investments, Mutual Funds, Valuation, Series 24, Tax, Estate Planning, Investments, Asset Management, Equities, Endowments, Customer Service, Hedge Funds
Education
Wharton Business School 2001 — 2002
Mosaic Wealth Management, LLC November 2007 - Present
Morgan Stanley May 1995 - September 2007
Robert W. Baird & Co. June 1988 - May 1995
US Army August 1967 - May 1970
Skills
Asset Allocation, Fixed Annuities, Financial Advisory, Investment Advisory, Strategic Financial..., Series 63, Series 7, Financial Institutions, FINRA, Securities, Wealth, Fixed Income, Management, Risk Management, Retirement Planning, Portfolio Management, Life Insurance, Financial Services, Financial Analysis, Small Business, Wealth Management, Capital Markets, Alternative Investments, Mutual Funds, Valuation, Series 24, Tax, Estate Planning, Investments, Asset Management, Equities, Endowments, Customer Service, Hedge Funds
Education
Wharton Business School 2001 — 2002
Eric Ciura's Robert W. Baird & Co. Experience July 2014 - Present
Job Equity Research Analyst at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. July 2014 - Present
University of Notre Dame August 2011 - Present
Citi June 2013 - August 2013
Deloitte June 2012 - August 2012
The South Barrington Club June 2010 - August 2011
Skills
PowerPoint, Microsoft Excel, Access, Microsoft Office, Public Speaking, Social Media, Outlook
Education
University of Notre Dame 2010 — 2014
Robert W. Baird & Co. July 2014 - Present
University of Notre Dame August 2011 - Present
Citi June 2013 - August 2013
Deloitte June 2012 - August 2012
The South Barrington Club June 2010 - August 2011
Skills
PowerPoint, Microsoft Excel, Access, Microsoft Office, Public Speaking, Social Media, Outlook
Education
University of Notre Dame 2010 — 2014
Christopher Kovacs, CFA Christopher Kovacs, CFA's Robert W. Baird & Co. Experience July 2010 - May 2013
Job Analyst at Levin Capital Strategies
Industry Investment Management
Experience
Levin Capital Strategies May 2013 - Present
Robert W. Baird & Co. July 2010 - May 2013
Merrill Lynch August 2009 - April 2010
Intel June 2008 - January 2009
University of Oregon Investment Group October 2007 - January 2009
Noble Environmental Power June 2007 - September 2007
Skills
CFA: Passed all three..., Certifications: Series..., Fundamental company..., Valuation methodologies..., Valuation, Investments, Portfolio Management, Strategic Financial..., Securities, Business Strategy, Analysis, Finance, Financial Modeling, Equity Research, Equities, Investment Banking, Series 7, Corporate Finance, Bloomberg
Education
University of Oregon 2005 — 2009
BS, Finance, Economics
Levin Capital Strategies May 2013 - Present
Robert W. Baird & Co. July 2010 - May 2013
Merrill Lynch August 2009 - April 2010
Intel June 2008 - January 2009
University of Oregon Investment Group October 2007 - January 2009
Noble Environmental Power June 2007 - September 2007
Skills
CFA: Passed all three..., Certifications: Series..., Fundamental company..., Valuation methodologies..., Valuation, Investments, Portfolio Management, Strategic Financial..., Securities, Business Strategy, Analysis, Finance, Financial Modeling, Equity Research, Equities, Investment Banking, Series 7, Corporate Finance, Bloomberg
Education
University of Oregon 2005 — 2009
BS, Finance, Economics
Greg Pauly CFP®'s Robert W. Baird & Co. Experience December 2006 - Present
Job Financial Advisor at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. December 2006 - Present
Skills
401k, Insurance, Mutual Funds, Investments, Retirement Planning, Estate Planning, Tax Planning
Education
University of Notre Dame 2000 — 2004
Business
Robert W. Baird & Co. December 2006 - Present
Skills
401k, Insurance, Mutual Funds, Investments, Retirement Planning, Estate Planning, Tax Planning
Education
University of Notre Dame 2000 — 2004
Business
Preston Daniells Preston Daniells's Robert W. Baird & Co. Experience September 2011 - Present
Job Financial Advisor at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. September 2011 - Present
Capital Region Financial Group, LLC. February 2010 - August 2011
Bernstein Global Wealth Management November 2005 - December 2009
Skills
Wealth Management, Retirement Planning, Strategic Financial..., Estate Planning, Portfolio Management, Financial Analysis, Securities
Education
University of San Diego 2001 — 2005
Accounting
Robert W. Baird & Co. September 2011 - Present
Capital Region Financial Group, LLC. February 2010 - August 2011
Bernstein Global Wealth Management November 2005 - December 2009
Skills
Wealth Management, Retirement Planning, Strategic Financial..., Estate Planning, Portfolio Management, Financial Analysis, Securities
Education
University of San Diego 2001 — 2005
Accounting
Sam Beres's Robert W. Baird & Co. Experience July 2013 - Present
Job Equity Research Analyst at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. July 2013 - Present
McGladrey June 2012 - July 2012
Fidelity Investments January 2012 - April 2012
Landaas & Company May 2011 - August 2011
Education
University of Notre Dame 2009 — 2013
BA, Finance
University of Notre Dame (USA) in England
Undergraduate Study Abroad Program
Marquette University High School 2005 — 2009
Robert W. Baird & Co. July 2013 - Present
McGladrey June 2012 - July 2012
Fidelity Investments January 2012 - April 2012
Landaas & Company May 2011 - August 2011
Education
University of Notre Dame 2009 — 2013
BA, Finance
University of Notre Dame (USA) in England
Undergraduate Study Abroad Program
Marquette University High School 2005 — 2009
Dan Koth's Robert W. Baird & Co. Experience August 2010 - Present
Job Financial Advisor at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. August 2010 - Present
Robert W. Baird & Co. March 2004 - August 2010
Strong May 2002 - March 2004
Arthur Andersen September 1997 - March 2002
Skills
Financial Reporting, Financial Analysis, Investments, Strategic Financial..., Wealth Management, Business Planning, Corporate Finance, Alternative Investments, Asset Allocation, Finance, Investment Advisory, Investment Management, Investment Strategies, Mutual Funds, Retirement Planning, Securities, Asset Management
Education
University of Notre Dame 1993 — 1997
Bachelor of Business Administration (B.B.A.)
Robert W. Baird & Co. August 2010 - Present
Robert W. Baird & Co. March 2004 - August 2010
Strong May 2002 - March 2004
Arthur Andersen September 1997 - March 2002
Skills
Financial Reporting, Financial Analysis, Investments, Strategic Financial..., Wealth Management, Business Planning, Corporate Finance, Alternative Investments, Asset Allocation, Finance, Investment Advisory, Investment Management, Investment Strategies, Mutual Funds, Retirement Planning, Securities, Asset Management
Education
University of Notre Dame 1993 — 1997
Bachelor of Business Administration (B.B.A.)
Geoffrey Laughlin Geoffrey Laughlin's Robert W. Baird & Co. Experience February 2015 - Present
Job
Industry Investment Management
Experience
Robert W. Baird & Co. February 2015 - Present
Robert W. Baird & Co. February 2013 - January 2015
Robert W. Baird March 2009 - January 2013
UBS 2004 - 2009
Deloitte 2002 - 2003
ICG Commerce 2001 - 2003
SAP America 1998 - 2001
CTG 1995 - 1998
Education
University of Rochester - Simon Business School 1997 — 1998
MBA, Finance
Robert W. Baird & Co. February 2015 - Present
Robert W. Baird & Co. February 2013 - January 2015
Robert W. Baird March 2009 - January 2013
UBS 2004 - 2009
Deloitte 2002 - 2003
ICG Commerce 2001 - 2003
SAP America 1998 - 2001
CTG 1995 - 1998
Education
University of Rochester - Simon Business School 1997 — 1998
MBA, Finance
Ardis Tabb's Robert W. Baird & Co. Experience May 2010 - February 2012
Job Chief of Staff & Director of Strategic Initiatives at Aeris Communications
Industry Telecommunications
Experience
Aeris Communications January 2013 - Present
Copper River Capital Partners, LLC February 2012 - January 2013
Robert W. Baird & Co. May 2010 - February 2012
Houlihan Lokey Howard and Zukin June 2008 - September 2010
Oracle Capital Partners September 2007 - June 2008
PricewaterhouseCoopers LLP October 2003 - March 2006
Cardinal Health 2002 - 2003
Skills
Financial Modeling, Valuation, Due Diligence, Mergers & Acquisitions, Investments, Portfolio Management, Industry Research, Investment Banking, Strategy, Mergers, Equities, Capital Markets, Financial Structuring, Finance, LBO, DCF, Divestitures, Corporate Development, Marketing Strategy, Business Development, Product Development, Strategic Partnerships, Financial Analysis, Entrepreneurship, Private Equity, Corporate Finance, Structured Finance, Start-ups, Management, Business Strategy, Analysis, Venture Capital, Competitive Analysis, Strategic Planning, Go-to-market Strategy, Cross-functional Team...
Education
University of Pennsylvania - The Wharton School 2006 — 2008
MBA, Finance/Entrepreneurship
University of Southern California 1998 — 2002
Bachelors of Science, Business/Corporate Finance
Aeris Communications January 2013 - Present
Copper River Capital Partners, LLC February 2012 - January 2013
Robert W. Baird & Co. May 2010 - February 2012
Houlihan Lokey Howard and Zukin June 2008 - September 2010
Oracle Capital Partners September 2007 - June 2008
PricewaterhouseCoopers LLP October 2003 - March 2006
Cardinal Health 2002 - 2003
Skills
Financial Modeling, Valuation, Due Diligence, Mergers & Acquisitions, Investments, Portfolio Management, Industry Research, Investment Banking, Strategy, Mergers, Equities, Capital Markets, Financial Structuring, Finance, LBO, DCF, Divestitures, Corporate Development, Marketing Strategy, Business Development, Product Development, Strategic Partnerships, Financial Analysis, Entrepreneurship, Private Equity, Corporate Finance, Structured Finance, Start-ups, Management, Business Strategy, Analysis, Venture Capital, Competitive Analysis, Strategic Planning, Go-to-market Strategy, Cross-functional Team...
Education
University of Pennsylvania - The Wharton School 2006 — 2008
MBA, Finance/Entrepreneurship
University of Southern California 1998 — 2002
Bachelors of Science, Business/Corporate Finance
Connor Brown's Robert W. Baird & Co. Experience August 2015 - Present
Job Incoming Investment Banking Analyst at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. August 2015 - Present
University of Notre Dame Investment Office May 2013 - Present
Robert W. Baird & Co. June 2015 - August 2015
University of Notre Dame June 2012 - May 2015
RoundTable Healthcare Partners August 2014 - August 2014
Skills
Microsoft Excel
Education
University of Notre Dame 2012 — 2016
Bachelor of Business Administration (BBA), Finance and Constitutional Studies
Robert W. Baird & Co. August 2015 - Present
University of Notre Dame Investment Office May 2013 - Present
Robert W. Baird & Co. June 2015 - August 2015
University of Notre Dame June 2012 - May 2015
RoundTable Healthcare Partners August 2014 - August 2014
Skills
Microsoft Excel
Education
University of Notre Dame 2012 — 2016
Bachelor of Business Administration (BBA), Finance and Constitutional Studies
Cameron Redden Cameron Redden's Robert W. Baird & Co. Experience December 2013 - Present
Job SVP, Director Strategic Change Office at Baird
Industry Financial Services
Experience
Robert W. Baird & Co. December 2013 - Present
Accenture April 2004 - December 2013
Bank of America – Independent Foreclosure Review August 2011 - June 2013
Bank of America – Mortgage Servicing Quality Control July 2010 - July 2011
Bank of America – Merrill Lynch Acquisition / Integration September 2009 - June 2010
Bank of America – LaSalle Bank Acquisition / Conversion January 2008 - August 2009
CUNA Mutual Group – Company Transformation October 2005 - December 2007
Citadel Investment Group LLC – App Inventory & Sec DB Decommission April 2004 - September 2005
University of Oklahoma Athletic Department May 2001 - May 2003
Carlson Capital, L.P. June 2002 - August 2002
Skills
Management Consulting, Business Transformation, PMO, SDLC, Capital Markets, General Insurance, Core Banking, Strategic Planning, Residential Mortgages, Mortgage Servicing, Mergers & Acquisitions, Acquisition Integration, Program Management, Project Management, Change Management, Regulatory Requirements, Risk Management, Compliance, Standards Compliance, Quality Control, Quality Assurance, Agile & Waterfall..., Test Methodologies, Implementation..., Release Management, Client Development, Business Development, Relationship Management, Strategic Leadership, Team Leadership, Cross-functional Team..., Financial Services, Organizational Design, Business Process Design, Governance, Business Analysis, Business Process..., Business Process..., IT Strategy
Education
University of Oklahoma - Price College of Business 1999 — 2002
Bachelor of Business Administration (BBA)
University of Oklahoma - Price College of Business 1999 — 2002
Bachelor of Business Administration (B.B.A.)
Robert W. Baird & Co. December 2013 - Present
Accenture April 2004 - December 2013
Bank of America – Independent Foreclosure Review August 2011 - June 2013
Bank of America – Mortgage Servicing Quality Control July 2010 - July 2011
Bank of America – Merrill Lynch Acquisition / Integration September 2009 - June 2010
Bank of America – LaSalle Bank Acquisition / Conversion January 2008 - August 2009
CUNA Mutual Group – Company Transformation October 2005 - December 2007
Citadel Investment Group LLC – App Inventory & Sec DB Decommission April 2004 - September 2005
University of Oklahoma Athletic Department May 2001 - May 2003
Carlson Capital, L.P. June 2002 - August 2002
Skills
Management Consulting, Business Transformation, PMO, SDLC, Capital Markets, General Insurance, Core Banking, Strategic Planning, Residential Mortgages, Mortgage Servicing, Mergers & Acquisitions, Acquisition Integration, Program Management, Project Management, Change Management, Regulatory Requirements, Risk Management, Compliance, Standards Compliance, Quality Control, Quality Assurance, Agile & Waterfall..., Test Methodologies, Implementation..., Release Management, Client Development, Business Development, Relationship Management, Strategic Leadership, Team Leadership, Cross-functional Team..., Financial Services, Organizational Design, Business Process Design, Governance, Business Analysis, Business Process..., Business Process..., IT Strategy
Education
University of Oklahoma - Price College of Business 1999 — 2002
Bachelor of Business Administration (BBA)
University of Oklahoma - Price College of Business 1999 — 2002
Bachelor of Business Administration (B.B.A.)
Adam Schmitz's Robert W. Baird & Co. Experience July 2013 - Present
Job Equity Research Analyst at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. July 2013 - Present
Robert W. Baird & Co. May 2012 - December 2012
Morgan Stanley Smith Barney May 2011 - August 2011
Skills
Valuation, Microsoft Excel, Investments, Financial Modeling, Financial Analysis, Finance, Equity Research, Bloomberg, Corporate Finance, Data Analysis, Equities, Microsoft Office, Portfolio Management, Research
Education
University of Notre Dame - Mendoza College of Business 2009 — 2013
Bachelor of Business Administration, Finance
Robert W. Baird & Co. July 2013 - Present
Robert W. Baird & Co. May 2012 - December 2012
Morgan Stanley Smith Barney May 2011 - August 2011
Skills
Valuation, Microsoft Excel, Investments, Financial Modeling, Financial Analysis, Finance, Equity Research, Bloomberg, Corporate Finance, Data Analysis, Equities, Microsoft Office, Portfolio Management, Research
Education
University of Notre Dame - Mendoza College of Business 2009 — 2013
Bachelor of Business Administration, Finance
Sean Poe, CFA Sean Poe, CFA's Robert W. Baird & Co. Experience July 2011 - July 2012
Job MBA Candidate at Vanderbilt Owen Graduate School of Management
Industry Financial Services
Experience
Vanderbilt University July 2015 - August 2015
Morgan Creek Capital Management, LLC February 2014 - June 2015
Morgan Creek Capital Management August 2012 - February 2014
Robert W. Baird & Co. July 2011 - July 2012
Skills
Equity Valuation, Financial Modeling, Financial Analysis, Hedge Funds, Alternative Investments, Stock Market, Valuation, Stock Picking, Manager Selection, Energy, Asset Allocation, Capital Goods, Machinery, Commodity Markets
Education
Vanderbilt University - Owen Graduate School of Management 2015 — 2017
Master of Business Administration (MBA), Strategy, Finance, Operations
University of Notre Dame - Mendoza College of Business 2007 — 2011
BBA, Finance (Cum Laude), International Business Certificate
Vanderbilt University July 2015 - August 2015
Morgan Creek Capital Management, LLC February 2014 - June 2015
Morgan Creek Capital Management August 2012 - February 2014
Robert W. Baird & Co. July 2011 - July 2012
Skills
Equity Valuation, Financial Modeling, Financial Analysis, Hedge Funds, Alternative Investments, Stock Market, Valuation, Stock Picking, Manager Selection, Energy, Asset Allocation, Capital Goods, Machinery, Commodity Markets
Education
Vanderbilt University - Owen Graduate School of Management 2015 — 2017
Master of Business Administration (MBA), Strategy, Finance, Operations
University of Notre Dame - Mendoza College of Business 2007 — 2011
BBA, Finance (Cum Laude), International Business Certificate
Lisa Valdez Cheeseman's Robert W. Baird & Co. Experience 1992 - 2001
Job PT Administrator at St.Paul Lutheran Church and School
Industry Marketing and Advertising
Experience
St.Paul Lutheran Church and School May 2013 - Present
Baker Tilly Virchow Krause, LLP January 2012 - May 2013
American Appraisal Associates October 2010 - January 2012
Cleary Gull September 2001 - June 2007
Robert W. Baird & Co. 1992 - 2001
Tri-City National Bank 1992 - 1994
Skills
Marketing, Marketing Communications, Marketing Strategy, Market Research, Problem Solving, Microsoft Suites, Financial Modeling, Budget, Business Strategy, Business Planning, Business Process..., Events, Email Marketing, Direct Marketing, Business Development, Public Relations, Event Planning, Proposal Writing, Budgets, Microsoft Office, Customer Service
Education
University of Phoenix-Milwaukee Campus 2002 — 2006
Bachelor of Science (B.S.), Business Administration and Management, General
St.Paul Lutheran Church and School May 2013 - Present
Baker Tilly Virchow Krause, LLP January 2012 - May 2013
American Appraisal Associates October 2010 - January 2012
Cleary Gull September 2001 - June 2007
Robert W. Baird & Co. 1992 - 2001
Tri-City National Bank 1992 - 1994
Skills
Marketing, Marketing Communications, Marketing Strategy, Market Research, Problem Solving, Microsoft Suites, Financial Modeling, Budget, Business Strategy, Business Planning, Business Process..., Events, Email Marketing, Direct Marketing, Business Development, Public Relations, Event Planning, Proposal Writing, Budgets, Microsoft Office, Customer Service
Education
University of Phoenix-Milwaukee Campus 2002 — 2006
Bachelor of Science (B.S.), Business Administration and Management, General
Michael Scheid's Robert W. Baird & Co. Experience May 2015 - August 2015
Job Student at University of Notre Dame Mendoza College of Business
Industry
Experience
Robert W. Baird & Co. May 2015 - August 2015
Morgan Stanley Wealth Management May 2014 - July 2014
UBS Wealth Management June 2013 - July 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Teamwork, Research, Data Analysis
Education
University of Notre Dame - Mendoza College of Business 2012 — 2016
Robert W. Baird & Co. May 2015 - August 2015
Morgan Stanley Wealth Management May 2014 - July 2014
UBS Wealth Management June 2013 - July 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Teamwork, Research, Data Analysis
Education
University of Notre Dame - Mendoza College of Business 2012 — 2016
Victor Kwok's Robert W. Baird & Co. Experience June 2015 - Present
Job Investment Banking Summer Analyst at Robert W. Baird & Co.
Industry Investment Banking
Experience
Robert W. Baird & Co. June 2015 - Present
Black Legend Capital June 2014 - October 2014
LPL Financial January 2014 - May 2014
Sapphire Investor Relations June 2013 - August 2013
Mayland Group Co., Ltd. May 2011 - July 2011
Skills
Microsoft Excel, Microsoft Word, Customer Service, Microsoft Office, PowerPoint, Social Media, Public Speaking, Leadership, Data Analysis, Financial Analysis, Teamwork, Event Planning, Research, Finance, Investment Banking
Education
University of Southern California 2013 — 2016
Bachelor of Science (BS), Business Administration
Robert W. Baird & Co. June 2015 - Present
Black Legend Capital June 2014 - October 2014
LPL Financial January 2014 - May 2014
Sapphire Investor Relations June 2013 - August 2013
Mayland Group Co., Ltd. May 2011 - July 2011
Skills
Microsoft Excel, Microsoft Word, Customer Service, Microsoft Office, PowerPoint, Social Media, Public Speaking, Leadership, Data Analysis, Financial Analysis, Teamwork, Event Planning, Research, Finance, Investment Banking
Education
University of Southern California 2013 — 2016
Bachelor of Science (BS), Business Administration
Neena Bitritto-Garg Neena Bitritto-Garg's Robert W. Baird & Co. Experience August 2015 - Present
Job Biotech Equity Research Analyst at Baird
Industry Financial Services
Experience
Robert W. Baird & Co. August 2015 - Present
Defined Health January 2015 - July 2015
Defined Health March 2014 - December 2014
Citi June 2013 - March 2014
The Children's Hospital of Philadelphia August 2012 - May 2013
Citi June 2012 - August 2012
ImClone Systems, a wholly-owned subsidiary of Eli Lilly and Company May 2011 - August 2011
NJ Meadowlands Business Accelerator June 2009 - August 2009
Prospect Biosystems June 2007 - August 2008
Menssana Research Inc June 2006 - August 2006
Skills
Microsoft Excel, Business Development, Management, Financial Modeling, Microsoft Office, Data Analysis, PowerPoint, Valuation, Finance, Research, Financial Analysis, Biotechnology, Life Sciences, Public Speaking, Statistics
Education
University of Pennsylvania 2009 — 2013
Bachelor of Arts (B.A.), Biochemistry
University of Pennsylvania - The Wharton School 2009 — 2013
Bachelor of Science (B.S.), Finance
Kent Place School 2005 — 2009
High School Diploma
Robert W. Baird & Co. August 2015 - Present
Defined Health January 2015 - July 2015
Defined Health March 2014 - December 2014
Citi June 2013 - March 2014
The Children's Hospital of Philadelphia August 2012 - May 2013
Citi June 2012 - August 2012
ImClone Systems, a wholly-owned subsidiary of Eli Lilly and Company May 2011 - August 2011
NJ Meadowlands Business Accelerator June 2009 - August 2009
Prospect Biosystems June 2007 - August 2008
Menssana Research Inc June 2006 - August 2006
Skills
Microsoft Excel, Business Development, Management, Financial Modeling, Microsoft Office, Data Analysis, PowerPoint, Valuation, Finance, Research, Financial Analysis, Biotechnology, Life Sciences, Public Speaking, Statistics
Education
University of Pennsylvania 2009 — 2013
Bachelor of Arts (B.A.), Biochemistry
University of Pennsylvania - The Wharton School 2009 — 2013
Bachelor of Science (B.S.), Finance
Kent Place School 2005 — 2009
High School Diploma
Emily Stent's Robert W. Baird & Co. Experience September 2014 - Present
Job Equity Research Analyst at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. September 2014 - Present
Robert W. Baird & Co. 2014 - Present
Mullins Food Products May 2013 - August 2013
Mullins Food Products May 2012 - August 2012
Mullins Food Products May 2011 - August 2011
Mullins Food Products May 2010 - August 2010
Mullins Food Products June 2009 - August 2009
Skills
Microsoft Office, Equity Research, Financial Analysis, Research, Access, Teamwork, Social Media, Investments
Education
University of Notre Dame 2011 — 2015
Bachelor of Business Administration (BBA), Finance, General
Benet Academy 2007 — 2011
Robert W. Baird & Co. September 2014 - Present
Robert W. Baird & Co. 2014 - Present
Mullins Food Products May 2013 - August 2013
Mullins Food Products May 2012 - August 2012
Mullins Food Products May 2011 - August 2011
Mullins Food Products May 2010 - August 2010
Mullins Food Products June 2009 - August 2009
Skills
Microsoft Office, Equity Research, Financial Analysis, Research, Access, Teamwork, Social Media, Investments
Education
University of Notre Dame 2011 — 2015
Bachelor of Business Administration (BBA), Finance, General
Benet Academy 2007 — 2011
J.D. Allen J.D. Allen's Robert W. Baird & Co. Experience July 2014 - Present
Job Senior Vice President, Financial Advisor at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. July 2014 - Present
Education
University of Portland 1988 — 1992
Bachelor of Business Administration (BBA), Marketing and Management
Robert W. Baird & Co. July 2014 - Present
Education
University of Portland 1988 — 1992
Bachelor of Business Administration (BBA), Marketing and Management
Lindsey Crawford Lindsey Crawford's Robert W. Baird & Co. Experience October 2014 - Present
Job Institutional Equity Research Sales at Robert W. Baird & Co.
Industry Investment Banking
Experience
Robert W. Baird & Co. October 2014 - Present
Cowen and Company March 2013 - July 2014
Dahlman Rose & Co. (Acquired by Cowen Group, Inc.) September 2011 - March 2013
Dahlman Rose & Co. (Acquired by Cowen Group, Inc.) June 2010 - August 2010
Dahlman Rose & Co. (Acquired by Cowen Group, Inc.) June 2009 - August 2009
Dahlman Rose & Co. (Acquired by Cowen Group, Inc.) June 2008 - August 2008
Education
University of Richmond 2007 — 2011
Bachelor of Business Administration (BBA), Economics
Robert W. Baird & Co. October 2014 - Present
Cowen and Company March 2013 - July 2014
Dahlman Rose & Co. (Acquired by Cowen Group, Inc.) September 2011 - March 2013
Dahlman Rose & Co. (Acquired by Cowen Group, Inc.) June 2010 - August 2010
Dahlman Rose & Co. (Acquired by Cowen Group, Inc.) June 2009 - August 2009
Dahlman Rose & Co. (Acquired by Cowen Group, Inc.) June 2008 - August 2008
Education
University of Richmond 2007 — 2011
Bachelor of Business Administration (BBA), Economics
Jon Haas Jon Haas's Robert W. Baird & Co. Experience July 2013 - August 2014
Job Investment Analyst at Investure
Industry Investment Management
Experience
Investure October 2014 - Present
Robert W. Baird & Co. July 2013 - August 2014
PwC Corporate Finance LLC August 2012 - July 2013
Jefferies & Company June 2011 - August 2011
Avis Budget Group July 2009 - August 2009
Timber Lake Camp Inc. June 2007 - August 2008
Skills
Corporate Finance, Mergers & Acquisitions, Portfolio Management, Due Diligence, Investments, Investment Banking, Accounting, Microsoft Excel
Education
University of Virginia 2008 — 2012
Bachelors of Science in Commerce, Commerce (Finance & Management), Economics (Financial Economics), History
University of Oxford 2010 — 2010
Economics
Investure October 2014 - Present
Robert W. Baird & Co. July 2013 - August 2014
PwC Corporate Finance LLC August 2012 - July 2013
Jefferies & Company June 2011 - August 2011
Avis Budget Group July 2009 - August 2009
Timber Lake Camp Inc. June 2007 - August 2008
Skills
Corporate Finance, Mergers & Acquisitions, Portfolio Management, Due Diligence, Investments, Investment Banking, Accounting, Microsoft Excel
Education
University of Virginia 2008 — 2012
Bachelors of Science in Commerce, Commerce (Finance & Management), Economics (Financial Economics), History
University of Oxford 2010 — 2010
Economics
Sean Rademaker's Robert W. Baird & Co. Experience July 2012 - November 2014
Job Private Equity Analyst at Svoboda Capital Partners, LLC
Industry Financial Services
Experience
Svoboda Capital Partners, LLC December 2014 - Present
Robert W. Baird & Co. July 2012 - November 2014
Baxter Healthcare Corporation May 2011 - August 2011
Skills
Financial Analysis, Investments, Management, LBO, Corporate Finance, Valuation, Analysis, Financial Modeling, Finance
Education
University of Notre Dame 2008 — 2012
University of Notre Dame: Mendoza College of Business, Notre 2008 — 2012
Bachelor, Business Administration; Finance
Saint Joseph's Preparatory School 2004 — 2008
Svoboda Capital Partners, LLC December 2014 - Present
Robert W. Baird & Co. July 2012 - November 2014
Baxter Healthcare Corporation May 2011 - August 2011
Skills
Financial Analysis, Investments, Management, LBO, Corporate Finance, Valuation, Analysis, Financial Modeling, Finance
Education
University of Notre Dame 2008 — 2012
University of Notre Dame: Mendoza College of Business, Notre 2008 — 2012
Bachelor, Business Administration; Finance
Saint Joseph's Preparatory School 2004 — 2008
Jeff Ackerman's Robert W. Baird & Co. Experience July 2012 - June 2014
Job Investment Professional at Victory Park Capital Advisors
Industry Financial Services
Experience
Victory Park Capital Advisors July 2014 - Present
Robert W. Baird & Co. July 2012 - June 2014
Robert W. Baird & Co. May 2011 - August 2011
Education
University of Notre Dame 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance, General
Victory Park Capital Advisors July 2014 - Present
Robert W. Baird & Co. July 2012 - June 2014
Robert W. Baird & Co. May 2011 - August 2011
Education
University of Notre Dame 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance, General
Riley Pelisek Riley Pelisek's Robert W. Baird & Co. Experience April 2015 - Present
Job Investment Banking Analyst at Robert W. Baird & Co.
Industry Sports
Experience
Robert W. Baird & Co. April 2015 - Present
Med X Program September 2013 - Present
University of Pennsylvania August 2013 - Present
Shullys Catering March 2010 - March 2014
Felins - Bundling Solutions March 2013 - June 2013
American Cancer Society September 2011 - June 2013
Skills
Team Leadership, Non-profit Leadership, Football, Weight Training, Non-profit Volunteer, Microsoft Word, Marketing, Public Speaking, Microsoft Office, PowerPoint, Social Media, Microsoft Excel
Education
Wharton School, University of Pennsylvania 2013 — 2017
Bachelor of Science (B.S.), Economics, Sophomore
Homestead High School 2009 — 2013
Robert W. Baird & Co. April 2015 - Present
Med X Program September 2013 - Present
University of Pennsylvania August 2013 - Present
Shullys Catering March 2010 - March 2014
Felins - Bundling Solutions March 2013 - June 2013
American Cancer Society September 2011 - June 2013
Skills
Team Leadership, Non-profit Leadership, Football, Weight Training, Non-profit Volunteer, Microsoft Word, Marketing, Public Speaking, Microsoft Office, PowerPoint, Social Media, Microsoft Excel
Education
Wharton School, University of Pennsylvania 2013 — 2017
Bachelor of Science (B.S.), Economics, Sophomore
Homestead High School 2009 — 2013
Chad Stowe Chad Stowe's Robert W. Baird & Co. Experience April 2014 - May 2015
Job Head Dreamer at Stogie Maru Industries
Industry Information Technology and Services
Experience
Robert W. Baird & Co. April 2014 - May 2015
Kohl's Department Stores August 2011 - April 2014
Children's Hospital & Health System April 2007 - August 2011
Foley and Lardner January 2003 - April 2007
Metavante January 1996 - December 2002
Skills
Oracle, SQL Server 2000-2008, Perl
Education
University of South Florida - College of Business Administration 1993 — 1995
BS, Management Information Systems
Robert W. Baird & Co. April 2014 - May 2015
Kohl's Department Stores August 2011 - April 2014
Children's Hospital & Health System April 2007 - August 2011
Foley and Lardner January 2003 - April 2007
Metavante January 1996 - December 2002
Skills
Oracle, SQL Server 2000-2008, Perl
Education
University of South Florida - College of Business Administration 1993 — 1995
BS, Management Information Systems
Taylor Heaps's Robert W. Baird & Co. Experience July 2013 - Present
Job Institutional Equity Sales
Industry Financial Services
Experience
Robert W. Baird & Co. July 2013 - Present
Robert W. Baird & Co. June 2012 - August 2012
Slalom Consulting July 2009 - June 2011
Accenture July 2004 - February 2009
Skills
Series 7, Series 63
Education
University of Virginia - Darden Graduate School of Business Administration 2011 — 2013
MBA
University of Notre Dame 2000 — 2004
BS, Chemical Engineering
Robert W. Baird & Co. July 2013 - Present
Robert W. Baird & Co. June 2012 - August 2012
Slalom Consulting July 2009 - June 2011
Accenture July 2004 - February 2009
Skills
Series 7, Series 63
Education
University of Virginia - Darden Graduate School of Business Administration 2011 — 2013
MBA
University of Notre Dame 2000 — 2004
BS, Chemical Engineering
Henry Shine's Robert W. Baird & Co. Experience May 2010 - August 2010
Job Analyst at Silver Point Capital
Industry Investment Management
Experience
Silver Point Capital June 2015 - Present
Macquarie Group September 2012 - May 2015
Morgan Stanley June 2011 - September 2012
University of Notre Dame Investment Office January 2011 - May 2011
Robert W. Baird & Co. May 2010 - August 2010
Education
University of Notre Dame 2007 — 2011
BBA, Finance, Mandarin Chinese
Silver Point Capital June 2015 - Present
Macquarie Group September 2012 - May 2015
Morgan Stanley June 2011 - September 2012
University of Notre Dame Investment Office January 2011 - May 2011
Robert W. Baird & Co. May 2010 - August 2010
Education
University of Notre Dame 2007 — 2011
BBA, Finance, Mandarin Chinese
Tyler Bartlow's Robert W. Baird & Co. Experience May 2013 - August 2013
Job Investment Banking Analyst at Goldman Sachs
Industry Investment Banking
Experience
Goldman Sachs July 2014 - Present
Robert W. Baird & Co. May 2013 - August 2013
Deloitte Consulting May 2012 - August 2012
GE Aviation June 2011 - August 2011
Education
University of Notre Dame - Mendoza College of Business 2012 — 2014
Master of Business Administration (MBA), Corporate Finance / Investments, Graduated magna cum laude
University of Notre Dame 2009 — 2014
Bachelor of ScienceClass of 2013; enrolled, Aerospace Engineering, Graduated magna cum laude
Goldman Sachs July 2014 - Present
Robert W. Baird & Co. May 2013 - August 2013
Deloitte Consulting May 2012 - August 2012
GE Aviation June 2011 - August 2011
Education
University of Notre Dame - Mendoza College of Business 2012 — 2014
Master of Business Administration (MBA), Corporate Finance / Investments, Graduated magna cum laude
University of Notre Dame 2009 — 2014
Bachelor of ScienceClass of 2013; enrolled, Aerospace Engineering, Graduated magna cum laude
David Tutrone's Robert W. Baird & Co. Experience 2012 - 2015
Job Vice President at Deloitte Corporate Finance
Industry Investment Banking
Doug Hafemann's Robert W. Baird & Co. Experience April 2012 - Present
Job Principal Trader Industrials Sector at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. April 2012 - Present
William Blair June 2010 - April 2012
Robert W. Baird 2002 - May 2010
Education
University of Notre Dame 1995 — 1999
Robert W. Baird & Co. April 2012 - Present
William Blair June 2010 - April 2012
Robert W. Baird 2002 - May 2010
Education
University of Notre Dame 1995 — 1999
Paul Rogalski's Robert W. Baird & Co. Experience March 1995 - Present
Job Managing Director at Robert W. Baird & Co.
Industry Investment Banking
Experience
Robert W. Baird & Co. March 1995 - Present
Skills
Restructuring, Valuation, LBO, Equities, Private Placements, Business Valuation, Private Equity, Equity Valuation, Asset Management, Mergers & Acquisitions, Investments, Venture Capital, Investment Banking, Capital Markets, Alternative Investments, Financial Analysis, M&A experience, Divestitures, Corporate Finance, Leveraged Finance, Fixed Income, Securities, Hedge Funds, Financial Modeling, Corporate Development, Equity Research, Due Diligence, Strategy
Education
University of Notre Dame 1976 — 1980
BBA, Finance
Robert W. Baird & Co. March 1995 - Present
Skills
Restructuring, Valuation, LBO, Equities, Private Placements, Business Valuation, Private Equity, Equity Valuation, Asset Management, Mergers & Acquisitions, Investments, Venture Capital, Investment Banking, Capital Markets, Alternative Investments, Financial Analysis, M&A experience, Divestitures, Corporate Finance, Leveraged Finance, Fixed Income, Securities, Hedge Funds, Financial Modeling, Corporate Development, Equity Research, Due Diligence, Strategy
Education
University of Notre Dame 1976 — 1980
BBA, Finance
Rudy Fernandez,CFP®'s Robert W. Baird & Co. Experience 2000 - Present
Job Senior VicePresident at Robert. W. Baird & Company
Industry Financial Services
Experience
Robert W. Baird & Co. 2000 - Present
Education
University of Notre Dame
Accounting, 1982
Robert W. Baird & Co. 2000 - Present
Education
University of Notre Dame
Accounting, 1982
Neil Fitzgerald's Robert W. Baird & Co. Experience April 2015 - Present
Job Financial Services Professional
Industry Financial Services
Experience
Robert W. Baird & Co. April 2015 - Present
Stifel Nicolaus June 2009 - April 2015
Legg Mason August 1994 - December 2005
Skills
Bloomberg, Fixed Income
Education
University of Notre Dame - Mendoza College of Business 1989 — 1991
MBA, Finance
Villanova University 1979 — 1983
Bachelor's degree, Economics
Stamford Catholic High School 1978 — 1979
Robert W. Baird & Co. April 2015 - Present
Stifel Nicolaus June 2009 - April 2015
Legg Mason August 1994 - December 2005
Skills
Bloomberg, Fixed Income
Education
University of Notre Dame - Mendoza College of Business 1989 — 1991
MBA, Finance
Villanova University 1979 — 1983
Bachelor's degree, Economics
Stamford Catholic High School 1978 — 1979
Matt McConnell, CFA's Robert W. Baird & Co. Experience July 2005 - August 2009
Job Vice President at RBC Capital Markets
Industry Capital Markets
Experience
RBC Capital Markets September 2014 - Present
Citi Investment Research January 2013 - September 2014
Citi Investment Research March 2010 - January 2013
FBR Capital Markets August 2009 - March 2010
Robert W. Baird & Co. July 2005 - August 2009
Education
University of Notre Dame 2001 — 2005
B.B.A., Finance
RBC Capital Markets September 2014 - Present
Citi Investment Research January 2013 - September 2014
Citi Investment Research March 2010 - January 2013
FBR Capital Markets August 2009 - March 2010
Robert W. Baird & Co. July 2005 - August 2009
Education
University of Notre Dame 2001 — 2005
B.B.A., Finance
Christine Gaumond's Robert W. Baird & Co. Experience April 2011 - Present
Job Senior Financial Analyst at Robert W. Baird & Co.
Industry Accounting
Experience
Robert W. Baird & Co. April 2011 - Present
Robert W. Baird & Co. October 2008 - March 2011
PricewaterhouseCoopers September 2006 - October 2008
Skills
Accounting, Auditing, Finance, Financial Accounting, Financial Analysis, Financial Reporting
Education
University of Notre Dame 2005 — 2006
MSA, Accounting
University of Notre Dame 2001 — 2005
BBA, Accounting
Robert W. Baird & Co. April 2011 - Present
Robert W. Baird & Co. October 2008 - March 2011
PricewaterhouseCoopers September 2006 - October 2008
Skills
Accounting, Auditing, Finance, Financial Accounting, Financial Analysis, Financial Reporting
Education
University of Notre Dame 2005 — 2006
MSA, Accounting
University of Notre Dame 2001 — 2005
BBA, Accounting
Alexander Schneble's Robert W. Baird & Co. Experience August 2013 - Present
Job PWM, Regulation & Policy Director Robert W. Baird & Co., Inc.
Industry Financial Services
Experience
Robert W. Baird & Co. August 2013 - Present
Robert W. Baird & Co. September 2011 - August 2013
Northwestern Mutual January 2002 - August 2011
Robert W. Baird & Co. March 2000 - December 2001
eFunds July 1996 - March 2000
Skills
Series 7, Investment Advisory, Compliance, Problem Solving, FINRA, Mutual Funds, Securities, Risk Management, Annuities, Investments, AML, Options, Process Improvement, Customer Relations, Licensing, Succession Planning, Policy Analysis, Supervision, Financial Risk, Fixed Annuities, Equities, Customer Service, Securities Regulation, Bloomberg, Financial Services, Series 24, Wealth Management
Education
University of Wisconsin-Whitewater 1989 — 1993
Bachelors, Finance
University of Phoenix 2007 — 2009
Bachelor's degree, Finance
Robert W. Baird & Co. August 2013 - Present
Robert W. Baird & Co. September 2011 - August 2013
Northwestern Mutual January 2002 - August 2011
Robert W. Baird & Co. March 2000 - December 2001
eFunds July 1996 - March 2000
Skills
Series 7, Investment Advisory, Compliance, Problem Solving, FINRA, Mutual Funds, Securities, Risk Management, Annuities, Investments, AML, Options, Process Improvement, Customer Relations, Licensing, Succession Planning, Policy Analysis, Supervision, Financial Risk, Fixed Annuities, Equities, Customer Service, Securities Regulation, Bloomberg, Financial Services, Series 24, Wealth Management
Education
University of Wisconsin-Whitewater 1989 — 1993
Bachelors, Finance
University of Phoenix 2007 — 2009
Bachelor's degree, Finance
Rick Conklin's Robert W. Baird & Co. Experience 2008 - 2012
Job Managing Director at First Analysis Corp.
Industry Investment Banking
Experience
First Analyis Corp. April 2012 - Present
Robert W. Baird & Co. 2008 - 2012
ProLogis 2007 - 2008
William Blair and Company 2000 - 2007
Jones Lang LaSalle 1995 - 2000
Kidder, Peabody & Co. Incorporated 1992 - 1994
Morgan Stanley 1990 - 1991
Drexel Burnham Lambert 1986 - 1988
Skills
Equities, Corporate Governance, Alternative Investments, Corporate Development, Asset Allocation, M&A experience, Restructuring, IPO, Fixed Income, Capital Raising, Structured Finance, Hedge Funds, Private Placements, Management, Equity Research, Investor Relations, Acquisitions, Risk Management, Start-ups, LBO, Series 7
Education
University of Pennsylvania - The Wharton School 1988 — 1990
MBA, Finance
University of Notre Dame 1982 — 1986
BA, Economics
First Analyis Corp. April 2012 - Present
Robert W. Baird & Co. 2008 - 2012
ProLogis 2007 - 2008
William Blair and Company 2000 - 2007
Jones Lang LaSalle 1995 - 2000
Kidder, Peabody & Co. Incorporated 1992 - 1994
Morgan Stanley 1990 - 1991
Drexel Burnham Lambert 1986 - 1988
Skills
Equities, Corporate Governance, Alternative Investments, Corporate Development, Asset Allocation, M&A experience, Restructuring, IPO, Fixed Income, Capital Raising, Structured Finance, Hedge Funds, Private Placements, Management, Equity Research, Investor Relations, Acquisitions, Risk Management, Start-ups, LBO, Series 7
Education
University of Pennsylvania - The Wharton School 1988 — 1990
MBA, Finance
University of Notre Dame 1982 — 1986
BA, Economics
Bruce A. Evans's Robert W. Baird & Co. Experience October 1990 - March 1998
Job Vice President Financial Advisor at LCU Financial Services,, LLC
Industry Financial Services
Experience
Eli Lilly Federal Credit Union March 1998 - Present
Robert W. Baird & Co. October 1990 - March 1998
E & J Gallo Winery 1982 - 1989
Jos. Schiltz Brewing Co. 1980 - 1982
Procter & Gamble 1978 - 1980
Education
University of Notre Dame 1972 — 1976
AB, Sociology
Eli Lilly Federal Credit Union March 1998 - Present
Robert W. Baird & Co. October 1990 - March 1998
E & J Gallo Winery 1982 - 1989
Jos. Schiltz Brewing Co. 1980 - 1982
Procter & Gamble 1978 - 1980
Education
University of Notre Dame 1972 — 1976
AB, Sociology
Nick Alfermann's Robert W. Baird & Co. Experience July 2010 - Present
Job Director at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. July 2010 - Present
Highland Capital Management July 2007 - July 2010
A.G. Edwards June 2005 - July 2007
Education
University of Notre Dame 1999 — 2003
Finance & Economics
Robert W. Baird & Co. July 2010 - Present
Highland Capital Management July 2007 - July 2010
A.G. Edwards June 2005 - July 2007
Education
University of Notre Dame 1999 — 2003
Finance & Economics
Thomas W. Conklin, Jr., CFA's Robert W. Baird & Co. Experience August 2006 - August 2008
Job Senior Equity Analyst at Nuveen Asset Management
Industry Investment Management
Experience
Nuveen Investments August 2012 - Present
Private Investor 2010 - August 2012
Robert W. Baird & Co. August 2006 - August 2008
Robert W. Baird & Co. July 2001 - August 2006
Martin Capital Management January 2001 - April 2001
Skills
Financial Modeling, Analysis, Equity Research, Valuation, Investments, Portfolio Management, Mutual Funds, Commodity Markets, Semiconductor Industry, Transportation, Equity Valuation, Sell Side, Investment Management, Equities
Education
University of Chicago Booth School of Business 2007 — 2009
MBA, Finance, Accounting, Statistics
University of Notre Dame 1997 — 2001
BBA, Finance, magna cum laude
Nuveen Investments August 2012 - Present
Private Investor 2010 - August 2012
Robert W. Baird & Co. August 2006 - August 2008
Robert W. Baird & Co. July 2001 - August 2006
Martin Capital Management January 2001 - April 2001
Skills
Financial Modeling, Analysis, Equity Research, Valuation, Investments, Portfolio Management, Mutual Funds, Commodity Markets, Semiconductor Industry, Transportation, Equity Valuation, Sell Side, Investment Management, Equities
Education
University of Chicago Booth School of Business 2007 — 2009
MBA, Finance, Accounting, Statistics
University of Notre Dame 1997 — 2001
BBA, Finance, magna cum laude
Jessica Diaz, CPA's Robert W. Baird & Co. Experience June 2006 - August 2006
Job Financial Analyst for Branded Innovations at MillerCoors
Industry Accounting
Experience
MillerCoors June 2014 - Present
MillerCoors September 2012 - June 2014
Crowe Horwath LLP August 2011 - September 2012
Crowe Horwath LLP January 2010 - July 2011
Crowe Horwath LLP June 2008 - August 2008
Deloitte June 2007 - August 2007
Robert W. Baird & Co. June 2006 - August 2006
Skills
SEC reporting, Financial Analysis, Financial Reporting, SOX, SEC filings, Finance, Tax, Sarbanes-Oxley Act, GAAP, CPA, Internal Controls, US GAAP
Education
University of Notre Dame - Mendoza College of Business 2008 — 2009
Master of Science in Accountancy, Accounting
University of Notre Dame 2004 — 2008
Bachelors of Business Administration, Accounting
MillerCoors June 2014 - Present
MillerCoors September 2012 - June 2014
Crowe Horwath LLP August 2011 - September 2012
Crowe Horwath LLP January 2010 - July 2011
Crowe Horwath LLP June 2008 - August 2008
Deloitte June 2007 - August 2007
Robert W. Baird & Co. June 2006 - August 2006
Skills
SEC reporting, Financial Analysis, Financial Reporting, SOX, SEC filings, Finance, Tax, Sarbanes-Oxley Act, GAAP, CPA, Internal Controls, US GAAP
Education
University of Notre Dame - Mendoza College of Business 2008 — 2009
Master of Science in Accountancy, Accounting
University of Notre Dame 2004 — 2008
Bachelors of Business Administration, Accounting
Tonya Harrison's Robert W. Baird & Co. Experience September 2012 - Present
Job Client Relationship Assistant at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. September 2012 - Present
Morgan Stanley October 2007 - September 2012
Education
University of Phoenix
Bachelor of Science (BS), Psychology
Robert W. Baird & Co. September 2012 - Present
Morgan Stanley October 2007 - September 2012
Education
University of Phoenix
Bachelor of Science (BS), Psychology
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.