Robert W. Baird & Co.
Industry: Financial services company
DescriptionRobert W. Baird & Co. is an American multinational independent investment bank and financial services company. Headquarters: Wisconsin, United States CEO: Steven Booth Chairperson: Paul E. Purcell Revenue: 1.2 billion USD (2014) Number of employees: 3,100 Subsidiaries: Baird Advisors, M. Griffith Investment Services, Inc.,
Robert W. Baird & Co. List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Robert W. Baird & Co.. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Robert W. Baird & Co. Employees
Employee
Years
Job
Industry
James Terrell, CBAP, CAPM James Terrell, CBAP, CAPM's Robert W. Baird & Co. Experience September 2015 - Present
Job Business Analyst, Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. September 2015 - Present
CUNA Mutual Group January 2011 - September 2015
Public Consulting Group January 2009 - January 2011
Commonwealth of Massachusetts January 2007 - January 2009
Skills
Word, Excel, PowerPoint, Access, Outlook, MS Project, SQL Server, Visio, Microsoft Office, Windows, Customer Service, Internet Explorer, SharePoint, Spreadsheets, Data Entry, SQL, Customer Relations, Research, English, MS Office Suite, Databases, Lotus Notes, Adobe Acrobat, SPSS, Documentation, Financial Analysis, Requirements Analysis, Strategic Planning, Proposal Writing, Business Process, Business Analysis, Analysis, Data Analysis, Problem Solving, Process Improvement, Team Leadership, Vendor Management, Insurance, Budgeting, Administration, Crystal Reports, Project Planning, Process Engineering, Change Management, Healthcare, Vendor Relations, Business Intelligence, Program Management, Health Insurance, Writing
Education
Suffolk University - Sawyer Business School 2004 — 2007
MPA, State and Local Government
Butler University 2000 — 2003
Bachelors, Political Science
Norwood Senior High School 1996 — 1999
Diploma
Robert W. Baird & Co. September 2015 - Present
CUNA Mutual Group January 2011 - September 2015
Public Consulting Group January 2009 - January 2011
Commonwealth of Massachusetts January 2007 - January 2009
Skills
Word, Excel, PowerPoint, Access, Outlook, MS Project, SQL Server, Visio, Microsoft Office, Windows, Customer Service, Internet Explorer, SharePoint, Spreadsheets, Data Entry, SQL, Customer Relations, Research, English, MS Office Suite, Databases, Lotus Notes, Adobe Acrobat, SPSS, Documentation, Financial Analysis, Requirements Analysis, Strategic Planning, Proposal Writing, Business Process, Business Analysis, Analysis, Data Analysis, Problem Solving, Process Improvement, Team Leadership, Vendor Management, Insurance, Budgeting, Administration, Crystal Reports, Project Planning, Process Engineering, Change Management, Healthcare, Vendor Relations, Business Intelligence, Program Management, Health Insurance, Writing
Education
Suffolk University - Sawyer Business School 2004 — 2007
MPA, State and Local Government
Butler University 2000 — 2003
Bachelors, Political Science
Norwood Senior High School 1996 — 1999
Diploma
Bill Schou Bill Schou's Robert W. Baird & Co. Experience January 1996 - October 1998
Job Director Global Service Sales Compensation at Oracle Corporation
Industry Computer Hardware
Experience
Oracle January 2001 - Present
Oracle Corporation November 2009 - March 2013
Oracle June 2006 - November 2009
Oracle June 2004 - November 2006
Oracle January 2001 - June 2004
Franklin Templeton Investments 1997 - January 2000
Robert W. Baird & Co. January 1996 - October 1998
California State Senate January 1994 - May 1996
Skills
SaaS, Sales Operations, Sales Management, Process Improvement, Business Development, Strategic Planning, Business Analysis, Sales Process, International Sales, Team Leadership, Sales Compensation, Analytics, Business Process Design, Oracle, Business Intelligence
Education
Cornell University 2013 — 2015
Executive Leadership
California State University-Sacramento 1992 — 1997
Bachelor's degree, Government & international Relations
Oracle January 2001 - Present
Oracle Corporation November 2009 - March 2013
Oracle June 2006 - November 2009
Oracle June 2004 - November 2006
Oracle January 2001 - June 2004
Franklin Templeton Investments 1997 - January 2000
Robert W. Baird & Co. January 1996 - October 1998
California State Senate January 1994 - May 1996
Skills
SaaS, Sales Operations, Sales Management, Process Improvement, Business Development, Strategic Planning, Business Analysis, Sales Process, International Sales, Team Leadership, Sales Compensation, Analytics, Business Process Design, Oracle, Business Intelligence
Education
Cornell University 2013 — 2015
Executive Leadership
California State University-Sacramento 1992 — 1997
Bachelor's degree, Government & international Relations
Matthew Leatherwood, CFP® Matthew Leatherwood, CFP®'s Robert W. Baird & Co. Experience April 2013 - Present
Job Financial Advisor at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. April 2013 - Present
Wells Fargo Advisors, LLC May 2007 - April 2013
Skills
Retirement Planning, Securities, Portfolio Management, Investments, Pensions, Risk Management, Analysis, Finance
Education
College for Financial Planning 2014 — 2015
Master of Science (M.S.), Personal Financial Planning
College for Financial Planning 2009 — 2011
Financial Planning
Accredited Domestic Partnership Advisor
ADPA, Financial Planning
Texas A&M University 2003 — 2007
Bachelor of Business Administration, Finance
St. Thomas High School 1999 — 2003
Robert W. Baird & Co. April 2013 - Present
Wells Fargo Advisors, LLC May 2007 - April 2013
Skills
Retirement Planning, Securities, Portfolio Management, Investments, Pensions, Risk Management, Analysis, Finance
Education
College for Financial Planning 2014 — 2015
Master of Science (M.S.), Personal Financial Planning
College for Financial Planning 2009 — 2011
Financial Planning
Accredited Domestic Partnership Advisor
ADPA, Financial Planning
Texas A&M University 2003 — 2007
Bachelor of Business Administration, Finance
St. Thomas High School 1999 — 2003
Jason Dark Jason Dark's Robert W. Baird & Co. Experience September 2014 - Present
Job Investment Banking Analyst Intern at Robert W. Baird & Co.
Industry Investment Management
Experience
Robert W. Baird & Co. September 2014 - Present
Global Risk Partners August 2014 - September 2014
Charles Schwab May 2012 - August 2013
KCM Asset Management August 2010 - May 2012
Stetson University August 2010 - December 2010
Skills
Portfolio Management, Analysis, Bloomberg, Equities, Hedge Funds, Equity Valuation, Finance, Economic Forecasting, Statistical Modeling, Econometric Modeling, Portfolio Optimization, DCF Valuation, Financial Modeling, Valuation, Investments
Education
Cass Business School 2013 — 2014
Master of Science (MSc), Investment Management
Stetson University 2008 — 2012
Bachelor of Business Administration (BBA), Finance & Applied Statistics
Robert W. Baird & Co. September 2014 - Present
Global Risk Partners August 2014 - September 2014
Charles Schwab May 2012 - August 2013
KCM Asset Management August 2010 - May 2012
Stetson University August 2010 - December 2010
Skills
Portfolio Management, Analysis, Bloomberg, Equities, Hedge Funds, Equity Valuation, Finance, Economic Forecasting, Statistical Modeling, Econometric Modeling, Portfolio Optimization, DCF Valuation, Financial Modeling, Valuation, Investments
Education
Cass Business School 2013 — 2014
Master of Science (MSc), Investment Management
Stetson University 2008 — 2012
Bachelor of Business Administration (BBA), Finance & Applied Statistics
Christopher Koshy's Robert W. Baird & Co. Experience April 2015 - Present
Job Business Analyst Intern at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. April 2015 - Present
Chitter INC July 2014 - December 2014
Rust-Oleum Corporation May 2014 - August 2014
UBS Wealth Management August 2013 - May 2014
Rust-Oleum Corporation May 2013 - August 2013
Abbott June 2011 - August 2012
Skills
Leadership, Time Management, Teamwork, Public Speaking, Critical Thinking, Access, Outlook, Accounting, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, SAP, Highly detail oriented, Corporate Finance, Managerial Finance, Management
Education
Carroll University 2012 — 2016
Bachelor of Science (B.S.), Business Finance Minor in Accounting
Grayslake Central High School 2008 — 2012
Robert W. Baird & Co. April 2015 - Present
Chitter INC July 2014 - December 2014
Rust-Oleum Corporation May 2014 - August 2014
UBS Wealth Management August 2013 - May 2014
Rust-Oleum Corporation May 2013 - August 2013
Abbott June 2011 - August 2012
Skills
Leadership, Time Management, Teamwork, Public Speaking, Critical Thinking, Access, Outlook, Accounting, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, SAP, Highly detail oriented, Corporate Finance, Managerial Finance, Management
Education
Carroll University 2012 — 2016
Bachelor of Science (B.S.), Business Finance Minor in Accounting
Grayslake Central High School 2008 — 2012
David Himebaugh David Himebaugh's Robert W. Baird & Co. Experience January 2015 - Present
Job Senior Vice President at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. January 2015 - Present
Wells Fargo Advisors August 2009 - January 2015
Smith Barney January 1986 - August 2009
Education
California State University-Long Beach - College of Business Administration 1978 — 1983
Bachelor of Science (B.S.), Business Administration / Finance
Pius X HS 1973 — 1977
Robert W. Baird & Co. January 2015 - Present
Wells Fargo Advisors August 2009 - January 2015
Smith Barney January 1986 - August 2009
Education
California State University-Long Beach - College of Business Administration 1978 — 1983
Bachelor of Science (B.S.), Business Administration / Finance
Pius X HS 1973 — 1977
Thomas Buchanan Jackson Thomas Buchanan Jackson's Robert W. Baird & Co. Experience January 2011 - September 2012
Job MBA Candidate at Kellogg School of Management
Industry Internet
Experience
ConsumerAffairs June 2015 - Present
Kellogg School of Management August 2014 - Present
BloomReach September 2012 - August 2014
Robert W. Baird & Co. January 2011 - September 2012
Bay and Her Boys October 2011 - August 2012
Goldman Sachs June 2010 - August 2010
Quadra Media 2007 - 2009
The Church of Jesus Christ of Latter-day Saints February 2004 - February 2006
Skills
Financial Modeling, Investments, Start-ups, SEO, Product Management, User Experience, Mutual Funds, Entrepreneurship, Social Media, Marketing Strategy, Competitive Analysis, Valuation, CRM, Analysis, Venture Capital, Marketing, Advertising, Strategy, Analytics, E-commerce, Web Analytics, Sales, Sales Presentations, Enterprise Technology...
Education
Northwestern University - Kellogg School of Management 2014 — 2016
Master of Business Administration (MBA)
Brigham Young University
BS, Finance
Gonzaga College High School
High School Diploma
ConsumerAffairs June 2015 - Present
Kellogg School of Management August 2014 - Present
BloomReach September 2012 - August 2014
Robert W. Baird & Co. January 2011 - September 2012
Bay and Her Boys October 2011 - August 2012
Goldman Sachs June 2010 - August 2010
Quadra Media 2007 - 2009
The Church of Jesus Christ of Latter-day Saints February 2004 - February 2006
Skills
Financial Modeling, Investments, Start-ups, SEO, Product Management, User Experience, Mutual Funds, Entrepreneurship, Social Media, Marketing Strategy, Competitive Analysis, Valuation, CRM, Analysis, Venture Capital, Marketing, Advertising, Strategy, Analytics, E-commerce, Web Analytics, Sales, Sales Presentations, Enterprise Technology...
Education
Northwestern University - Kellogg School of Management 2014 — 2016
Master of Business Administration (MBA)
Brigham Young University
BS, Finance
Gonzaga College High School
High School Diploma
Liset Vazquez's Robert W. Baird & Co. Experience January 2014 - Present
Job Registered Document Control Analyst
Industry Financial Services
Experience
Robert W. Baird & Co. January 2014 - Present
Robert W. Baird & Co. August 2013 - December 2013
Robert W. Baird & Co. September 2011 - September 2013
Robert W. Baird & Co. September 2006 - August 2011
Skills
CRM, Time Management, Employee Training, Finance, Policy, Employee Benefits, Public Speaking, Accounting, Investments, Troubleshooting, Security, Internal Audit, Series 7, Retirement Planning, Wealth Management, Financial Analysis, Financial Modeling, Mutual Funds, Equities, Portfolio Management
Education
Cardinal Stritch University 2013 — 2015
Bachelor of Business Administration (BBA)
Robert W. Baird & Co. January 2014 - Present
Robert W. Baird & Co. August 2013 - December 2013
Robert W. Baird & Co. September 2011 - September 2013
Robert W. Baird & Co. September 2006 - August 2011
Skills
CRM, Time Management, Employee Training, Finance, Policy, Employee Benefits, Public Speaking, Accounting, Investments, Troubleshooting, Security, Internal Audit, Series 7, Retirement Planning, Wealth Management, Financial Analysis, Financial Modeling, Mutual Funds, Equities, Portfolio Management
Education
Cardinal Stritch University 2013 — 2015
Bachelor of Business Administration (BBA)
Patricia Wolf Patricia Wolf's Robert W. Baird & Co. Experience June 2004 - May 2010
Job Research Program Coordinator II at Medical College of Wisconsin
Industry Research
Experience
Medical College of Wisconsin May 2010 - Present
Medical College of Wisconsin November 2014 - June 2015
Robert W. Baird & Co. June 2004 - May 2010
Medical College of Wisconsin/General Surgery January 1998 - June 2004
Bieck Management September 1997 - June 1999
Marshall & Ilsley Trust Company January 1996 - June 1998
Skills
IRB, Clinical Research, Clinical Trials, EDC, Grants and Contracts, Residency Coordinator, Research Coordinator, GCP, Medicine, Life Sciences, Medical Education, Research, Data Analysis, Hospitals, Healthcare
Education
Cardinal Stritch University 2009 — 2011
Master's degree, Business Administration and Management, General, 3.80
University of Wisconsin-Milwaukee 1990 — 2011
Bachelor of Science (BS), Art History/History
Society of Clinical Research Associates
Certification, Research
Medical College of Wisconsin May 2010 - Present
Medical College of Wisconsin November 2014 - June 2015
Robert W. Baird & Co. June 2004 - May 2010
Medical College of Wisconsin/General Surgery January 1998 - June 2004
Bieck Management September 1997 - June 1999
Marshall & Ilsley Trust Company January 1996 - June 1998
Skills
IRB, Clinical Research, Clinical Trials, EDC, Grants and Contracts, Residency Coordinator, Research Coordinator, GCP, Medicine, Life Sciences, Medical Education, Research, Data Analysis, Hospitals, Healthcare
Education
Cardinal Stritch University 2009 — 2011
Master's degree, Business Administration and Management, General, 3.80
University of Wisconsin-Milwaukee 1990 — 2011
Bachelor of Science (BS), Art History/History
Society of Clinical Research Associates
Certification, Research
Andrew Quinn, CFA Andrew Quinn, CFA's Robert W. Baird & Co. Experience August 2009 - August 2009
Job Discretionary Global Macro Associate at AQR Capital Management
Industry Investment Management
Experience
AQR Capital Management July 2013 - Present
National Organization For Business and Engineering February 2012 - Present
Citigroup August 2012 - July 2013
Citigroup July 2011 - August 2012
Capital Management Club LLC August 2009 - June 2011
Citigroup June 2010 - August 2010
Citigroup June 2010 - August 2010
Robert W. Baird & Co. August 2009 - August 2009
Alliance Financial, LLC May 2009 - August 2009
Integrated Brokerage Services, LLC May 2008 - August 2008
Skills
Investments, Finance, Financial Modeling, Bloomberg, Valuation, Financial Analysis, Equity Research, Equity Valuation, Microsoft Excel, Hedge Funds, Investment Banking, Fixed Income, Microsoft Office, Microsoft Word, Alternative Investments, Bloomberg Terminal, Trading, Sales, PowerPoint, LBO, Options, Economics, FX Options, Portfolio Management, Corporate Finance, Global Macro, Global Investment, Private Equity, Data Analysis, Equities, Capital Markets, Investment Management, Asset Management, Asset Allocation, Financial Markets, Investment Strategies, Equity Trading, Fundamental Analysis, Chartered Financial..., Mergers
Education
University of Wisconsin-Madison 2007 — 2011
BA, Finance, Accounting, and Economics
University of Wisconsin-Madison - School of Business 2007 — 2011
Bachelor of Business Administration, Finance, Accounting and Economics
Cass Business School 2010 — 2010
Finance and Economics (Study Abroad)
AQR Capital Management July 2013 - Present
National Organization For Business and Engineering February 2012 - Present
Citigroup August 2012 - July 2013
Citigroup July 2011 - August 2012
Capital Management Club LLC August 2009 - June 2011
Citigroup June 2010 - August 2010
Citigroup June 2010 - August 2010
Robert W. Baird & Co. August 2009 - August 2009
Alliance Financial, LLC May 2009 - August 2009
Integrated Brokerage Services, LLC May 2008 - August 2008
Skills
Investments, Finance, Financial Modeling, Bloomberg, Valuation, Financial Analysis, Equity Research, Equity Valuation, Microsoft Excel, Hedge Funds, Investment Banking, Fixed Income, Microsoft Office, Microsoft Word, Alternative Investments, Bloomberg Terminal, Trading, Sales, PowerPoint, LBO, Options, Economics, FX Options, Portfolio Management, Corporate Finance, Global Macro, Global Investment, Private Equity, Data Analysis, Equities, Capital Markets, Investment Management, Asset Management, Asset Allocation, Financial Markets, Investment Strategies, Equity Trading, Fundamental Analysis, Chartered Financial..., Mergers
Education
University of Wisconsin-Madison 2007 — 2011
BA, Finance, Accounting, and Economics
University of Wisconsin-Madison - School of Business 2007 — 2011
Bachelor of Business Administration, Finance, Accounting and Economics
Cass Business School 2010 — 2010
Finance and Economics (Study Abroad)
Christopher Moser Christopher Moser's Robert W. Baird & Co. Experience September 2007 - January 2014
Job Strategy Consultant
Industry Financial Services
Experience
Advicent Solutions January 2015 - Present
Advicent Solutions January 2014 - January 2015
Robert W. Baird & Co. September 2007 - January 2014
Skills
Finance, Series 7, Retirement Planning, Wealth Management, Investments, Mutual Funds, Strategic Financial..., Financial Analysis, Portfolio Management, Insurance, Financial Services, Financial Advisory, Financial Planners, Financial Planning, Equities, Business Development
Education
Cardinal Stritch University
Bachelor of Science, Business Administration
Advicent Solutions January 2015 - Present
Advicent Solutions January 2014 - January 2015
Robert W. Baird & Co. September 2007 - January 2014
Skills
Finance, Series 7, Retirement Planning, Wealth Management, Investments, Mutual Funds, Strategic Financial..., Financial Analysis, Portfolio Management, Insurance, Financial Services, Financial Advisory, Financial Planners, Financial Planning, Equities, Business Development
Education
Cardinal Stritch University
Bachelor of Science, Business Administration
Paul Kolmodin Paul Kolmodin's Robert W. Baird & Co. Experience September 2006 - January 2012
Job Solutions Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments May 2013 - Present
Fannie Mae August 2012 - May 2013
1st Global January 2012 - August 2012
Robert W. Baird & Co. September 2006 - January 2012
US Bancorp Fund Services LLC September 2000 - September 2006
Cincinnati Tool Steel January 2000 - June 2000
PrimeCast 1999 - 2000
Carthage College 1995 - 1999
Skills
Analysis, Access, Microsoft Excel, SharePoint, SQL, Business Analysis, VBA, Performance Reporting, Management, Microsoft Access, Microsoft Office, Databases, Leadership, Microsoft SQL Server, Software Documentation, Project Management, Testing, Requirements Gathering, Data Analysis, Integration, Securities, Mutual Funds, Business Intelligence, Fixed Income, Risk Management, Leadership Development..., Visio, Vendor Management, Accounting, Data Warehousing, SQL Server, APL, Thomson One, Thompson One, SDLC, Quality Assurance, Software Project..., MVVM, .NET, Unit Testing
Education
Carthage College 1995 — 1999
Bachelor of Arts (BA), Mathematics
South Beloit High School 1991 — 1995
Fidelity Investments May 2013 - Present
Fannie Mae August 2012 - May 2013
1st Global January 2012 - August 2012
Robert W. Baird & Co. September 2006 - January 2012
US Bancorp Fund Services LLC September 2000 - September 2006
Cincinnati Tool Steel January 2000 - June 2000
PrimeCast 1999 - 2000
Carthage College 1995 - 1999
Skills
Analysis, Access, Microsoft Excel, SharePoint, SQL, Business Analysis, VBA, Performance Reporting, Management, Microsoft Access, Microsoft Office, Databases, Leadership, Microsoft SQL Server, Software Documentation, Project Management, Testing, Requirements Gathering, Data Analysis, Integration, Securities, Mutual Funds, Business Intelligence, Fixed Income, Risk Management, Leadership Development..., Visio, Vendor Management, Accounting, Data Warehousing, SQL Server, APL, Thomson One, Thompson One, SDLC, Quality Assurance, Software Project..., MVVM, .NET, Unit Testing
Education
Carthage College 1995 — 1999
Bachelor of Arts (BA), Mathematics
South Beloit High School 1991 — 1995
Richard Behrendt, JD, CASL® Richard Behrendt, JD, CASL®'s Robert W. Baird & Co. Experience October 2006 - September 2014
Job Director of Estate Planning Annex Wealth Management
Industry Financial Services
Experience
Annex Wealth Management October 2014 - Present
Robert W. Baird & Co. October 2006 - September 2014
University of Wisconsin Law School January 2008 - December 2012
Internal Revenue Service October 1994 - September 2006
Skills
Estate Planning, Estate Tax Planning, Investments, Retirement Planning, Asset Allocation, Investment Advisory, Strategic Financial..., Tax Law, Retirement, Portfolio Management, Mutual Funds, Financial Analysis, Asset Management, Wealth Management..., Multi-generational..., Risk Management, Alternative Investments, Investment Strategies, Securities, Financial Planning, Trusts, Finance
Education
Brooklyn Law School 1990 — 1994
Doctor of Law (J.D.)
Wilbur Wright
Annex Wealth Management October 2014 - Present
Robert W. Baird & Co. October 2006 - September 2014
University of Wisconsin Law School January 2008 - December 2012
Internal Revenue Service October 1994 - September 2006
Skills
Estate Planning, Estate Tax Planning, Investments, Retirement Planning, Asset Allocation, Investment Advisory, Strategic Financial..., Tax Law, Retirement, Portfolio Management, Mutual Funds, Financial Analysis, Asset Management, Wealth Management..., Multi-generational..., Risk Management, Alternative Investments, Investment Strategies, Securities, Financial Planning, Trusts, Finance
Education
Brooklyn Law School 1990 — 1994
Doctor of Law (J.D.)
Wilbur Wright
Ben Bedore Ben Bedore's Robert W. Baird & Co. Experience June 2012 - August 2012
Job Senior Analyst at Analysis Group
Industry Management Consulting
Experience
Analysis Group August 2013 - Present
Robert W. Baird & Co. June 2012 - August 2012
Mayo Innovation Scholars Program 2011 - 2012
ManpowerGroup June 2011 - August 2011
Carleton College August 2010 - June 2011
Carleton College 2011 - 2011
Cedar Street Advisors June 2010 - August 2010
Skills
Data Analysis, Leadership, Microsoft Office, Presentations, Recruiting, Financial Modeling, Bloomberg Terminal, SAS, SQL, Python, Java, R, Survey Research
Education
Carleton College 2009 — 2013
BA, Economics
Homestead High School 2005 — 2009
Analysis Group August 2013 - Present
Robert W. Baird & Co. June 2012 - August 2012
Mayo Innovation Scholars Program 2011 - 2012
ManpowerGroup June 2011 - August 2011
Carleton College August 2010 - June 2011
Carleton College 2011 - 2011
Cedar Street Advisors June 2010 - August 2010
Skills
Data Analysis, Leadership, Microsoft Office, Presentations, Recruiting, Financial Modeling, Bloomberg Terminal, SAS, SQL, Python, Java, R, Survey Research
Education
Carleton College 2009 — 2013
BA, Economics
Homestead High School 2005 — 2009
Charley Chen Charley Chen's Robert W. Baird & Co. Experience June 2015 - August 2015
Job MBA/MA Candidate at The Wharton School
Industry Management Consulting
Experience
Robert W. Baird & Co. June 2015 - August 2015
Deloitte Consulting March 2013 - April 2014
Deloitte Consulting July 2010 - March 2013
Education
University of Pennsylvania - The Wharton School 2014 — 2016
Master of Business Administration (MBA)
University of Pennsylvania - The Lauder Institute 2014 — 2016
Master of Arts (MA), International Studies
Brown University 2006 — 2010
Bachelor of Arts (BA), Applied Mathematics - Economics
Robert W. Baird & Co. June 2015 - August 2015
Deloitte Consulting March 2013 - April 2014
Deloitte Consulting July 2010 - March 2013
Education
University of Pennsylvania - The Wharton School 2014 — 2016
Master of Business Administration (MBA)
University of Pennsylvania - The Lauder Institute 2014 — 2016
Master of Arts (MA), International Studies
Brown University 2006 — 2010
Bachelor of Arts (BA), Applied Mathematics - Economics
Brandon Gualtiere Brandon Gualtiere's Robert W. Baird & Co. Experience October 2010 - December 2012
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones Investments January 2012 - Present
Robert W. Baird & Co. October 2010 - December 2012
Education
Central Michigan University 2011 — 2012
Bachelor of Business Administration (B.B.A.), Management with Financing
Edward Jones Investments January 2012 - Present
Robert W. Baird & Co. October 2010 - December 2012
Education
Central Michigan University 2011 — 2012
Bachelor of Business Administration (B.B.A.), Management with Financing
Jim Vermilye Jim Vermilye's Robert W. Baird & Co. Experience August 2012 - Present
Job Financial Advisor at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. August 2012 - Present
Wye Financial and Trust May 2002 - August 2012
Charles Schwab September 1997 - April 2001
Legg Mason September 1993 - September 1997
Skills
Estate Planning, Series 7, Retirement Planning, Series 63, Investments, Strategic Financial..., Asset Managment, Insurance, Risk Management, Strategic Planning
Education
College for Financial Planning 1999 — 2001
CFP, Finance, General
St. Mary's College of Maryland 1986 — 1991
BS, Economics and Political Science
Robert W. Baird & Co. August 2012 - Present
Wye Financial and Trust May 2002 - August 2012
Charles Schwab September 1997 - April 2001
Legg Mason September 1993 - September 1997
Skills
Estate Planning, Series 7, Retirement Planning, Series 63, Investments, Strategic Financial..., Asset Managment, Insurance, Risk Management, Strategic Planning
Education
College for Financial Planning 1999 — 2001
CFP, Finance, General
St. Mary's College of Maryland 1986 — 1991
BS, Economics and Political Science
Patty Estopinal's Robert W. Baird & Co. Experience May 2012 - Present
Job Director & Financial Advisor at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. May 2012 - Present
Morgan Stanley Smith Barney December 1985 - May 2012
Xerox June 1981 - November 1985
State of California June 1980 - September 1980
Skills
Wealth Management, Securities, Equities, Management, Nonprofits, Series 7, Investments, Mutual Funds, Investment Advisory, Finance, Strategic Financial..., Public Speaking, Coaching, Asset Management, Retirement, Wealth Management..., Portfolio Management, Asset Allocation, Retirement Planning, Alternative Investments, Strategy, Investment Strategies, FINRA, Series 63, Investment Management
Education
California State University-Sacramento 1977 — 1981
Bachelor of Science (BS), Business Administration
Wharton School of Business 2006 — 2006
Certified Investment Management Analyst, Executive Education Program
Robert W. Baird & Co. May 2012 - Present
Morgan Stanley Smith Barney December 1985 - May 2012
Xerox June 1981 - November 1985
State of California June 1980 - September 1980
Skills
Wealth Management, Securities, Equities, Management, Nonprofits, Series 7, Investments, Mutual Funds, Investment Advisory, Finance, Strategic Financial..., Public Speaking, Coaching, Asset Management, Retirement, Wealth Management..., Portfolio Management, Asset Allocation, Retirement Planning, Alternative Investments, Strategy, Investment Strategies, FINRA, Series 63, Investment Management
Education
California State University-Sacramento 1977 — 1981
Bachelor of Science (BS), Business Administration
Wharton School of Business 2006 — 2006
Certified Investment Management Analyst, Executive Education Program
Heidi McLemore's Robert W. Baird & Co. Experience May 2012 - Present
Job AVP Investment Banking Compliance Specialist
Industry Investment Banking
Experience
Robert W. Baird & Co. May 2012 - Present
UMB Fund Services February 2000 - May 2012
Skills
Compliance, FINRA, Investment Banking, Financial Services, Equities, Fixed Income, Municipal Bonds, Separately Managed..., Mutual Funds, Private Equity, ETFs
Education
Carroll University
Master of Business Administration (MBA)
Carroll College
University of Phoenix
Bachelors of Science in Business Management
University of Wisconsin-Milwaukee
Robert W. Baird & Co. May 2012 - Present
UMB Fund Services February 2000 - May 2012
Skills
Compliance, FINRA, Investment Banking, Financial Services, Equities, Fixed Income, Municipal Bonds, Separately Managed..., Mutual Funds, Private Equity, ETFs
Education
Carroll University
Master of Business Administration (MBA)
Carroll College
University of Phoenix
Bachelors of Science in Business Management
University of Wisconsin-Milwaukee
William Lazar William Lazar's Robert W. Baird & Co. Experience June 2007 - August 2007
Job Credit and Collections Associate at DENSO
Industry Financial Services
Experience
DENSO March 2011 - Present
The Mars Agency April 2012 - August 2012
Team Detroit June 2010 - August 2010
Robert W. Baird & Co. June 2007 - August 2007
Skills
Microsoft Excel, Mentoring, Employee Training, Presentation Skills, Presentation Development, AS400 Administration, JD Edwards, Team Building, Team Leadership, Strategic Communications
Education
Valparaiso University 2007 — 2010
Bachelor of Science in Business Administration, Finance
University of Cambridge 2009 — 2009
Study Abroad Program
Centenary College of Louisiana 2006 — 2007
Bachelor of Science in Business Administration, Finance
DENSO March 2011 - Present
The Mars Agency April 2012 - August 2012
Team Detroit June 2010 - August 2010
Robert W. Baird & Co. June 2007 - August 2007
Skills
Microsoft Excel, Mentoring, Employee Training, Presentation Skills, Presentation Development, AS400 Administration, JD Edwards, Team Building, Team Leadership, Strategic Communications
Education
Valparaiso University 2007 — 2010
Bachelor of Science in Business Administration, Finance
University of Cambridge 2009 — 2009
Study Abroad Program
Centenary College of Louisiana 2006 — 2007
Bachelor of Science in Business Administration, Finance
Brian Pedersen Brian Pedersen's Robert W. Baird & Co. Experience August 2015 - Present
Job Senior Network Engineer at Robert W. Baird & Co.
Industry Mining & Metals
Experience
Robert W. Baird & Co. August 2015 - Present
Joy Global June 2014 - August 2015
Joy Global June 2012 - June 2014
DDN July 2010 - June 2012
RedPrairie October 1996 - July 2010
Rockwell Automation February 1996 - October 1996
Professional Systems Group November 1994 - February 1996
M. W. Kasch Co. December 1993 - November 1994
Payco American Corp. June 1987 - December 1993
Skills
LAN-WAN, Cisco IOS, Cisco Nexus, Cisco Wireless, Video Conferencing, Network Design, IT Infrastructure..., Solarwinds, VMWare, NetApp, Windows Server, DNS, DHCP, Microsoft Office, VMware, Networking, Firewalls, Servers, Technical Support, Troubleshooting, Enterprise Software, Data Center, Disaster Recovery
Education
Carroll University 1983 — 1987
Bachelor's Degree, Computer Science
Robert W. Baird & Co. August 2015 - Present
Joy Global June 2014 - August 2015
Joy Global June 2012 - June 2014
DDN July 2010 - June 2012
RedPrairie October 1996 - July 2010
Rockwell Automation February 1996 - October 1996
Professional Systems Group November 1994 - February 1996
M. W. Kasch Co. December 1993 - November 1994
Payco American Corp. June 1987 - December 1993
Skills
LAN-WAN, Cisco IOS, Cisco Nexus, Cisco Wireless, Video Conferencing, Network Design, IT Infrastructure..., Solarwinds, VMWare, NetApp, Windows Server, DNS, DHCP, Microsoft Office, VMware, Networking, Firewalls, Servers, Technical Support, Troubleshooting, Enterprise Software, Data Center, Disaster Recovery
Education
Carroll University 1983 — 1987
Bachelor's Degree, Computer Science
Marie Starkey Marie Starkey's Robert W. Baird & Co. Experience 2011 - 2012
Job Teacher Candidate
Industry Education Management
Experience
Free People October 2012 - August 2013
Robert W. Baird & Co. 2011 - 2012
Anthropologie April 2011 - September 2011
Skills
Customer Service, People Skills, Respect, Time Management, Integrity, Customer Satisfaction, Artistic Vision, Creative Direction
Education
Cardinal Stritch University 2013 — 2015
Elementary Education and Teaching
University of Wisconsin-Milwaukee 2007 — 2011
Bachelor of Arts (BA), Art History
The University of Georgia 2010 — 2010
Art History
Free People October 2012 - August 2013
Robert W. Baird & Co. 2011 - 2012
Anthropologie April 2011 - September 2011
Skills
Customer Service, People Skills, Respect, Time Management, Integrity, Customer Satisfaction, Artistic Vision, Creative Direction
Education
Cardinal Stritch University 2013 — 2015
Elementary Education and Teaching
University of Wisconsin-Milwaukee 2007 — 2011
Bachelor of Arts (BA), Art History
The University of Georgia 2010 — 2010
Art History
Holly (Kreitzer) Walter Holly (Kreitzer) Walter's Robert W. Baird & Co. Experience May 2014 - Present
Job Commissions Operations Supervisor at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. May 2014 - Present
Real Estate Agent May 2004 - Present
Robert W. Baird & Co. June 2013 - May 2014
BMO Harris Equipment Finance Company June 2007 - June 2013
Noodles & Company - Delafield February 2005 - June 2007
Skills
Leadership, Creative Problem Solving, Analytical Skills, Hardworking, Highly responsible, Organizational..., Project Management, Account Management, Project Finance, Corporate Finance, Customer Service, Financial Analysis, Inventory Management, Microsoft Excel, Microsoft Office, Microsoft Word, Negotiation, Time Management
Education
Carroll College 2004 — 2008
Bachelor of Business Administration (BBA), Finance, Management, Organizational Leadership
Robert W. Baird & Co. May 2014 - Present
Real Estate Agent May 2004 - Present
Robert W. Baird & Co. June 2013 - May 2014
BMO Harris Equipment Finance Company June 2007 - June 2013
Noodles & Company - Delafield February 2005 - June 2007
Skills
Leadership, Creative Problem Solving, Analytical Skills, Hardworking, Highly responsible, Organizational..., Project Management, Account Management, Project Finance, Corporate Finance, Customer Service, Financial Analysis, Inventory Management, Microsoft Excel, Microsoft Office, Microsoft Word, Negotiation, Time Management
Education
Carroll College 2004 — 2008
Bachelor of Business Administration (BBA), Finance, Management, Organizational Leadership
Thomas Ladd Thomas Ladd's Robert W. Baird & Co. Experience December 2008 - Present
Job Financial Advisor at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. December 2008 - Present
Grand Haven Bank October 2003 - December 2008
Community Shores Bank June 1999 - October 2003
Skills
Investments
Education
Central Michigan University 1986 — 1990
Bachelor of Business Administration (BBA), Finance
Robert W. Baird & Co. December 2008 - Present
Grand Haven Bank October 2003 - December 2008
Community Shores Bank June 1999 - October 2003
Skills
Investments
Education
Central Michigan University 1986 — 1990
Bachelor of Business Administration (BBA), Finance
Kevin T. Taylor's Robert W. Baird & Co. Experience June 2014 - Present
Job Financial Advisor Private Wealth Management at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. June 2014 - Present
Zuora February 2014 - May 2014
Oracle June 2013 - 2014
Taylor & Held Innovations Group 2009 - October 2013
Vertafore February 2009 - June 2013
DigitalGlobe January 2008 - January 2009
Marriott International 2007 - 2008
Mackenzie River Northwestern or MRPCo 2005 - 2007
Montana Democratic Party, MDP 2003 - 2005
Help America Vote Act, HAVA 2003 - 2004
Skills
•Customer Centric..., •Acclivus Sales..., Entire Microsoft Suite, Leadership, Technical Recruiting, Recruiting, Talent Acquisition, Strategic Partnerships, Cold Calling, Business Development, Human Resources, Sourcing, Account Management, Direct Sales, Professional Services, Executive Search, Training, Talent Management, Employee Relations, New Business Development, Applicant Tracking..., CRM, Temporary Placement, Sales, Salesforce.com, Sales Process, Sales Management, Strategy, Management, SaaS, B2B, Sales Operations, Solution Selling, Marketing, Business Intelligence, Business Strategy, Networking, Market Research, Lead Generation, Enterprise Software, Analysis, Customer Satisfaction, Consulting, Product Development, Start-ups
Education
Customer Centric Selling 2010 — 2010
Sales
Carroll University 2003 — 2007
B.A., Political Science
Harvard University, John F. Kennedy School of Government 2004 — 2004
Political Science
Front Range Community College 2001 — 2003
Political Science, Communications
Longmont High School 2000 — 2003
The University of Kansas 2002 — 2002
Debate
Robert W. Baird & Co. June 2014 - Present
Zuora February 2014 - May 2014
Oracle June 2013 - 2014
Taylor & Held Innovations Group 2009 - October 2013
Vertafore February 2009 - June 2013
DigitalGlobe January 2008 - January 2009
Marriott International 2007 - 2008
Mackenzie River Northwestern or MRPCo 2005 - 2007
Montana Democratic Party, MDP 2003 - 2005
Help America Vote Act, HAVA 2003 - 2004
Skills
•Customer Centric..., •Acclivus Sales..., Entire Microsoft Suite, Leadership, Technical Recruiting, Recruiting, Talent Acquisition, Strategic Partnerships, Cold Calling, Business Development, Human Resources, Sourcing, Account Management, Direct Sales, Professional Services, Executive Search, Training, Talent Management, Employee Relations, New Business Development, Applicant Tracking..., CRM, Temporary Placement, Sales, Salesforce.com, Sales Process, Sales Management, Strategy, Management, SaaS, B2B, Sales Operations, Solution Selling, Marketing, Business Intelligence, Business Strategy, Networking, Market Research, Lead Generation, Enterprise Software, Analysis, Customer Satisfaction, Consulting, Product Development, Start-ups
Education
Customer Centric Selling 2010 — 2010
Sales
Carroll University 2003 — 2007
B.A., Political Science
Harvard University, John F. Kennedy School of Government 2004 — 2004
Political Science
Front Range Community College 2001 — 2003
Political Science, Communications
Longmont High School 2000 — 2003
The University of Kansas 2002 — 2002
Debate
Jerry Reick Jerry Reick's Robert W. Baird & Co. Experience December 2009 - January 2011
Job Multidisciplined IT professional. Disaster Recovery | Business Continuity Strategist & Visionary
Industry Information Technology and Services
Experience
Kohl's Department Stores September 2011 - December 2014
Johnson Controls, Inc January 2011 - September 2011
Robert W. Baird & Co. December 2009 - January 2011
Robert W. Baird October 2008 - November 2009
Rockwell Automation October 2005 - September 2008
US Army Reserve July 1977 - November 2006
Rockwell Automation May 2003 - September 2005
MGIC August 2002 - April 2003
eFunds Corporation June 1999 - August 2002
Deluxe Data / eFunds July 1997 - May 1999
Skills
Certified Project..., Process Improvement, Risk Management, Business Continuity, Security, ITIL, Disaster Recovery, Technical Writing, Management, Leadership, Quality Assurance, Information Technology, Business Process..., Information Security..., Program Management, Information Security, Business Intelligence, Team Building, IT Audit, Requirements Analysis, Business Analysis, Troubleshooting, Army, Integration, Enterprise Architecture, SDLC, IT Management, IT Strategy, Vendor Management, Project Management
Education
Cardinal Stritch University 1997 — 1999
Master of Science (MS), Management, 3.9 cumulative GPA
Cardinal Stritch University 1993 — 1995
Bachelor's Degree, Business Administration and Management, General, 3.95 cumulative GPA
Kohl's Department Stores September 2011 - December 2014
Johnson Controls, Inc January 2011 - September 2011
Robert W. Baird & Co. December 2009 - January 2011
Robert W. Baird October 2008 - November 2009
Rockwell Automation October 2005 - September 2008
US Army Reserve July 1977 - November 2006
Rockwell Automation May 2003 - September 2005
MGIC August 2002 - April 2003
eFunds Corporation June 1999 - August 2002
Deluxe Data / eFunds July 1997 - May 1999
Skills
Certified Project..., Process Improvement, Risk Management, Business Continuity, Security, ITIL, Disaster Recovery, Technical Writing, Management, Leadership, Quality Assurance, Information Technology, Business Process..., Information Security..., Program Management, Information Security, Business Intelligence, Team Building, IT Audit, Requirements Analysis, Business Analysis, Troubleshooting, Army, Integration, Enterprise Architecture, SDLC, IT Management, IT Strategy, Vendor Management, Project Management
Education
Cardinal Stritch University 1997 — 1999
Master of Science (MS), Management, 3.9 cumulative GPA
Cardinal Stritch University 1993 — 1995
Bachelor's Degree, Business Administration and Management, General, 3.95 cumulative GPA
Lesley Parrish's Robert W. Baird & Co. Experience June 2011 - March 2014
Job Sales Associate at Russell Investments
Industry Financial Services
Experience
Russell Investments March 2014 - Present
Robert W. Baird & Co. June 2011 - March 2014
Education
Colgate University 2007 — 2011
Bachelor of Arts, Political Science and Geography
Russell Investments March 2014 - Present
Robert W. Baird & Co. June 2011 - March 2014
Education
Colgate University 2007 — 2011
Bachelor of Arts, Political Science and Geography
Sandy Gehler Sandy Gehler's Robert W. Baird & Co. Experience September 1994 - Present
Job CERTIFIED FINANCIAL PLANNER™ professional
Industry Financial Services
Experience
Robert W. Baird & Co. September 1994 - Present
Skills
Insurance, Financial Analysis, Financial Services, Retirement Planning, Retirement and..., Retirement, Investments, Asset Allocation, Finance, Mutual Funds, Investment Advisory, Financial Planning, Defined Contribution, Profit Sharing, 401k, Personal Finance, Series 63, Estate Planning, Portfolio Management, Divorce Financial...
Education
Cardinal Stritch University 2007 — 2010
Bachelor of Science, Business Management
Sun Prairie High School 1974 — 1978
Diploma, General
Robert W. Baird & Co. September 1994 - Present
Skills
Insurance, Financial Analysis, Financial Services, Retirement Planning, Retirement and..., Retirement, Investments, Asset Allocation, Finance, Mutual Funds, Investment Advisory, Financial Planning, Defined Contribution, Profit Sharing, 401k, Personal Finance, Series 63, Estate Planning, Portfolio Management, Divorce Financial...
Education
Cardinal Stritch University 2007 — 2010
Bachelor of Science, Business Management
Sun Prairie High School 1974 — 1978
Diploma, General
Tyler Palin Tyler Palin's Robert W. Baird & Co. Experience July 2011 - July 2013
Job Strategy and Operations Manager at AvantCredit
Industry Financial Services
Experience
Avant September 2013 - Present
Robert W. Baird & Co. July 2011 - July 2013
Provident Trust Company June 2010 - September 2010
Reinhart Partners, Inc June 2009 - September 2009
Education
Carleton College 2007 — 2011
Bachelor of Arts, Economics
Carleton College 2007 — 2011
B.A., Economics
Phillips Academy 2006 — 2007
Avant September 2013 - Present
Robert W. Baird & Co. July 2011 - July 2013
Provident Trust Company June 2010 - September 2010
Reinhart Partners, Inc June 2009 - September 2009
Education
Carleton College 2007 — 2011
Bachelor of Arts, Economics
Carleton College 2007 — 2011
B.A., Economics
Phillips Academy 2006 — 2007
Niklas Dagervik's Robert W. Baird & Co. Experience May 2012 - February 2013
Job Intern at SpringWaterAssetManagement
Industry Financial Services
Experience
Spring Water Asset Management September 2014 - Present
Robert W. Baird & Co. May 2012 - February 2013
Wasserman Media Group May 2011 - August 2011
Milwaukee Admirals January 2009 - April 2009
Skills
Goal Oriented, Building Relationships, Highly Detailed, Bilingual-Swedish, Open Minded, Team-oriented, Reliable, Public Relations, Fundraising, Self-motivated Team...
Education
Concordia University-Wisconsin 2013 — 2015
Master of Business Administration (MBA), Finance, General
Cardinal Stritch University 2008 — 2011
Bachelor of Science, Sport Management
Marquette University 2007 — 2008
Fyris skolan 2004 — 2006
Samhällskunskap - General studies, Sports and science
Westerlundska Gymnasium 2003 — 2004
Sport Science
Spring Water Asset Management September 2014 - Present
Robert W. Baird & Co. May 2012 - February 2013
Wasserman Media Group May 2011 - August 2011
Milwaukee Admirals January 2009 - April 2009
Skills
Goal Oriented, Building Relationships, Highly Detailed, Bilingual-Swedish, Open Minded, Team-oriented, Reliable, Public Relations, Fundraising, Self-motivated Team...
Education
Concordia University-Wisconsin 2013 — 2015
Master of Business Administration (MBA), Finance, General
Cardinal Stritch University 2008 — 2011
Bachelor of Science, Sport Management
Marquette University 2007 — 2008
Fyris skolan 2004 — 2006
Samhällskunskap - General studies, Sports and science
Westerlundska Gymnasium 2003 — 2004
Sport Science
Brandon Hoffman's Robert W. Baird & Co. Experience August 2014 - August 2014
Job Equity Research at Morgan Stanley, Investment Banking at JPMorgan, MBA/MPA Student at Wharton and Harvard
Industry Investment Management
Experience
Morgan Stanley May 2015 - Present
JUMP Investors February 2015 - May 2015
Robert W. Baird & Co. August 2014 - August 2014
J.P. Morgan May 2014 - August 2014
J.P. Morgan 2010 - 2013
Reborn Brilliance Productions 2004 - 2010
Wells Fargo 2006 - 2009
Education
Cypress College 2004 — 2006
Associate of Arts (A.A.), Music Theory and Composition
University of Pennsylvania - The Wharton School 2013 — 2015
Master of Business Administration (M.B.A.), Finance
Harvard University, John F. Kennedy School of Government 2014 — 2016
Master's Degree, Behavioral Economics and Global Affairs
Robert Toigo Foundation 2013 — 2015
Toigo MBA Fellowship, Finance
Management Leadership for Tomorrow (MLT) 2012 — 2013
Pre-MBA Fellowship, Finance
California State University-Fullerton 2006 — 2007
Bachelor of Business Administration (B.B.A.), Entertainment and Music Arts, Cum-laude
Morgan Stanley May 2015 - Present
JUMP Investors February 2015 - May 2015
Robert W. Baird & Co. August 2014 - August 2014
J.P. Morgan May 2014 - August 2014
J.P. Morgan 2010 - 2013
Reborn Brilliance Productions 2004 - 2010
Wells Fargo 2006 - 2009
Education
Cypress College 2004 — 2006
Associate of Arts (A.A.), Music Theory and Composition
University of Pennsylvania - The Wharton School 2013 — 2015
Master of Business Administration (M.B.A.), Finance
Harvard University, John F. Kennedy School of Government 2014 — 2016
Master's Degree, Behavioral Economics and Global Affairs
Robert Toigo Foundation 2013 — 2015
Toigo MBA Fellowship, Finance
Management Leadership for Tomorrow (MLT) 2012 — 2013
Pre-MBA Fellowship, Finance
California State University-Fullerton 2006 — 2007
Bachelor of Business Administration (B.B.A.), Entertainment and Music Arts, Cum-laude
Jennifer Cherry's Robert W. Baird & Co. Experience June 2015 - Present
Job Incident/Problem Management Analyst
Industry Information Technology and Services
Experience
Robert W. Baird & Co. June 2015 - Present
Robert W. Baird & Co. July 2014 - Present
Assurant Health March 2014 - July 2014
Johnson Controls October 2013 - March 2014
Mary Kay Inc. April 2012 - March 2014
Manpower Inc. February 2011 - May 2013
Manpower September 2006 - February 2011
WAGO Corporation 2007 - 2008
Skills
ITIL v3 Foundations..., Microsoft Office, Mobile Devices, Help Desk Support, Hardware Support, Customer Support, Change Management, Frontline Management, Windows, Networking, IT Management, SharePoint, Outlook, Windows 7, Troubleshooting, Service Desk, Information Technology, Business Analysis, Blackberry, Technical Support, Team Leadership, ITIL, Data Center, Software Documentation, XP, Vendor Management, Active Directory, Infrastructure, Windows Server, Disaster Recovery, System Administration, VMware, Training, CRM, Visio, Computer Hardware, IT Operations, Time Management, System Deployment, Software Installation, Lotus Notes, Security, Servers, Project Management, Laptops, Management, Citrix, Sales, Operating Systems, Call Centers
Education
Concordia University-Wisconsin 2010 — 2014
MSIT, Information Technology
Bryant & Stratton College 2005 — 2008
BBA, BBA-IT
Bryant and Stratton 2002 — 2008
Bachelor's degree, Information Technology
Robert W. Baird & Co. June 2015 - Present
Robert W. Baird & Co. July 2014 - Present
Assurant Health March 2014 - July 2014
Johnson Controls October 2013 - March 2014
Mary Kay Inc. April 2012 - March 2014
Manpower Inc. February 2011 - May 2013
Manpower September 2006 - February 2011
WAGO Corporation 2007 - 2008
Skills
ITIL v3 Foundations..., Microsoft Office, Mobile Devices, Help Desk Support, Hardware Support, Customer Support, Change Management, Frontline Management, Windows, Networking, IT Management, SharePoint, Outlook, Windows 7, Troubleshooting, Service Desk, Information Technology, Business Analysis, Blackberry, Technical Support, Team Leadership, ITIL, Data Center, Software Documentation, XP, Vendor Management, Active Directory, Infrastructure, Windows Server, Disaster Recovery, System Administration, VMware, Training, CRM, Visio, Computer Hardware, IT Operations, Time Management, System Deployment, Software Installation, Lotus Notes, Security, Servers, Project Management, Laptops, Management, Citrix, Sales, Operating Systems, Call Centers
Education
Concordia University-Wisconsin 2010 — 2014
MSIT, Information Technology
Bryant & Stratton College 2005 — 2008
BBA, BBA-IT
Bryant and Stratton 2002 — 2008
Bachelor's degree, Information Technology
Penny Bobos Penny Bobos's Robert W. Baird & Co. Experience March 2005 - June 2015
Job Assistant Vice President, Financial Planning Coordinator at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. March 2005 - June 2015
Law Offices of William Sandrick August 1999 - March 2005
Segall Bryant & Hamill August 1997 - August 1999
Stein Roe & Farnham December 1989 - April 1996
Skills
Financial Advisory, Retirement Planning, Strategic Financial..., Wealth Management, Financial Planning, Series 7
Education
Cardinal Stritch University 2006 — 2008
Bachelor of Business Administration (B.B.A.), Business
Indiana University Bloomington 1986 — 1987
Robert W. Baird & Co. March 2005 - June 2015
Law Offices of William Sandrick August 1999 - March 2005
Segall Bryant & Hamill August 1997 - August 1999
Stein Roe & Farnham December 1989 - April 1996
Skills
Financial Advisory, Retirement Planning, Strategic Financial..., Wealth Management, Financial Planning, Series 7
Education
Cardinal Stritch University 2006 — 2008
Bachelor of Business Administration (B.B.A.), Business
Indiana University Bloomington 1986 — 1987
Dan Freschi, SPHR, SHRM-SCP Dan Freschi, SPHR, SHRM-SCP's Robert W. Baird & Co. Experience June 2010 - April 2014
Job Human Resources Professional
Industry Human Resources
Experience
EDGE Business Management Consulting, LLC. April 2010 - Present
Carroll University January 2014 - Present
Robert W. Baird & Co. June 2010 - April 2014
P&H Mining Equipment August 2008 - February 2010
P&H Mining Equipment March 2007 - August 2008
US Army June 2000 - June 2008
Skills
Leadership Development, Organizational..., Leadership, Executive Coaching, Training, Talent Management, Change Management, Team Building, Management, Coaching, Performance Management, Strategy, Onboarding, Human Resources, Process Improvement, Interviews, Instructional Design, Program Management, Consulting, Career Counseling, Management Consulting, Succession Planning, Employee Engagement, Staff Development, Organizational..., Workforce Planning, Emotional Intelligence, Management Development, Personality Assessment, Program Facilitation, Employee Relations, Cross-functional Team..., Workshop Facilitation, Career Development, 360 Feedback, Talent Acquisition, Leadership Training, Competency Management, Personnel Management, Culture Change, Conflict Resolution, Strategic Planning, Mentoring
Education
The Chicago School of Professional Psychology
Doctor of Psychology (Psy. D), Business Psychology
University of Oklahoma 2001 — 2004
MHR, Human Relations-Organizational Leadership
California State University-Sacramento 1995 — 2000
BS, Criminial Justice-Law
EDGE Business Management Consulting, LLC. April 2010 - Present
Carroll University January 2014 - Present
Robert W. Baird & Co. June 2010 - April 2014
P&H Mining Equipment August 2008 - February 2010
P&H Mining Equipment March 2007 - August 2008
US Army June 2000 - June 2008
Skills
Leadership Development, Organizational..., Leadership, Executive Coaching, Training, Talent Management, Change Management, Team Building, Management, Coaching, Performance Management, Strategy, Onboarding, Human Resources, Process Improvement, Interviews, Instructional Design, Program Management, Consulting, Career Counseling, Management Consulting, Succession Planning, Employee Engagement, Staff Development, Organizational..., Workforce Planning, Emotional Intelligence, Management Development, Personality Assessment, Program Facilitation, Employee Relations, Cross-functional Team..., Workshop Facilitation, Career Development, 360 Feedback, Talent Acquisition, Leadership Training, Competency Management, Personnel Management, Culture Change, Conflict Resolution, Strategic Planning, Mentoring
Education
The Chicago School of Professional Psychology
Doctor of Psychology (Psy. D), Business Psychology
University of Oklahoma 2001 — 2004
MHR, Human Relations-Organizational Leadership
California State University-Sacramento 1995 — 2000
BS, Criminial Justice-Law
Richard Palm, CIMA®'s Robert W. Baird & Co. Experience April 1985 - Present
Job Senior Vice President at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. April 1985 - Present
Skills
Asset Management
Education
Carthage College 1973 — 1975
Bachelor's degree, Business Administration and Management, General
Butler University 1971 — 1972
Business Administration and Management, General
Robert W. Baird & Co. April 1985 - Present
Skills
Asset Management
Education
Carthage College 1973 — 1975
Bachelor's degree, Business Administration and Management, General
Butler University 1971 — 1972
Business Administration and Management, General
Gary L. Wright, QPFC, AIF® Gary L. Wright, QPFC, AIF®'s Robert W. Baird & Co. Experience May 2011 - September 2012
Job Managing Director at Pensionmark Financial Group
Industry Financial Services
Experience
Pensionmark Financial Group May 2015 - Present
Wright Consulting Partners, LLC April 2015 - Present
Pinnacle Fiduciary Consulting Group, LLC September 2012 - April 2015
Robert W. Baird & Co. May 2011 - September 2012
Robert W. Baird October 2008 - September 2012
NatCity Investments March 1997 - October 2008
Roulston and Company 1993 - 1997
Education
College for Financial Planning 2010 — 2013
Certified Financial Planner
ASPPA 2009 — 2010
Qualified Plan Financial Consultant, Qualified Plan Financial Consultant (QPFC)
Center for Fiduciary Studies 2009 — 2009
Accredited Investment Fiducairy, Fiduciary Best Practices
Kent State University 1985 — 1990
BBA, Finance
Warren G. Harding High School 1980 — 1990
college prep
Pensionmark Financial Group May 2015 - Present
Wright Consulting Partners, LLC April 2015 - Present
Pinnacle Fiduciary Consulting Group, LLC September 2012 - April 2015
Robert W. Baird & Co. May 2011 - September 2012
Robert W. Baird October 2008 - September 2012
NatCity Investments March 1997 - October 2008
Roulston and Company 1993 - 1997
Education
College for Financial Planning 2010 — 2013
Certified Financial Planner
ASPPA 2009 — 2010
Qualified Plan Financial Consultant, Qualified Plan Financial Consultant (QPFC)
Center for Fiduciary Studies 2009 — 2009
Accredited Investment Fiducairy, Fiduciary Best Practices
Kent State University 1985 — 1990
BBA, Finance
Warren G. Harding High School 1980 — 1990
college prep
Craig Elder Craig Elder's Robert W. Baird & Co. Experience September 2004 - Present
Job Director, Senior Fixed Income Analyst at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. September 2004 - Present
Morgan Keegan September 1994 - August 2004
Union Planters Bank September 1992 - August 1994
Skills
Fixed Income, Bloomberg, Strategic Planning, Equities, Portfolio Management, Financial Modeling, Investments, Bonds, Capital Markets, Securities, Asset Allocation, Valuation, Investment Strategies, Asset Management, Trading, Wealth Management
Education
Christian Brothers University
Master of Business Administration (MBA), Finance, General
The University of Memphis
Bachelor of Business Administration (BBA), Finance, General
Robert W. Baird & Co. September 2004 - Present
Morgan Keegan September 1994 - August 2004
Union Planters Bank September 1992 - August 1994
Skills
Fixed Income, Bloomberg, Strategic Planning, Equities, Portfolio Management, Financial Modeling, Investments, Bonds, Capital Markets, Securities, Asset Allocation, Valuation, Investment Strategies, Asset Management, Trading, Wealth Management
Education
Christian Brothers University
Master of Business Administration (MBA), Finance, General
The University of Memphis
Bachelor of Business Administration (BBA), Finance, General
Jason P. Stubbings's Robert W. Baird & Co. Experience September 2015 - Present
Job Vice President, Financial Advisor at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. September 2015 - Present
Wells Fargo Advisors, LLC October 2007 - Present
AG Edwards & Sons June 2001 - October 2007
Morgan Stanley Dean Witter May 1999 - June 2001
Skills
Financial Advisory, 401k Rollovers, Retirement Plan..., Financial Services, Risk Management, Wealth Preservation..., Fixed Income Strategies, Stock Trading, Concentrated Stock..., Asset Allocation, Retirement Planning, Tax-efficient Strategies, Insurance, Retirement, Portfolio Management, Finance, Securities, Customer Service, Fixed Income, Public Speaking, Mutual Funds, Account Management, Mortgage Lending, Financial Analysis, Financial Modeling, Separately Managed..., ETFs, Wealth, Uniform Combined State..., Mortgage Banking, Series 63, 401k
Education
College of Charleston 1996 — 1999
Monroe Community College 1994 — 1996
Robert W. Baird & Co. September 2015 - Present
Wells Fargo Advisors, LLC October 2007 - Present
AG Edwards & Sons June 2001 - October 2007
Morgan Stanley Dean Witter May 1999 - June 2001
Skills
Financial Advisory, 401k Rollovers, Retirement Plan..., Financial Services, Risk Management, Wealth Preservation..., Fixed Income Strategies, Stock Trading, Concentrated Stock..., Asset Allocation, Retirement Planning, Tax-efficient Strategies, Insurance, Retirement, Portfolio Management, Finance, Securities, Customer Service, Fixed Income, Public Speaking, Mutual Funds, Account Management, Mortgage Lending, Financial Analysis, Financial Modeling, Separately Managed..., ETFs, Wealth, Uniform Combined State..., Mortgage Banking, Series 63, 401k
Education
College of Charleston 1996 — 1999
Monroe Community College 1994 — 1996
Michael D. Wagner, CFP® Michael D. Wagner, CFP®'s Robert W. Baird & Co. Experience June 2000 - April 2013
Job First Vice President, Investments at Raymond James
Industry Financial Services
Experience
Raymond James April 2013 - Present
Robert W. Baird & Co. June 2000 - April 2013
Skills
Financial Advisory, Strategic Planning, SaaS
Education
College for Financial Planning 2004 — 2007
M.S., Personal Financial Planning
Southern Illinois University, Carbondale 1983 — 1987
B.A., Communications, Business
East Richland High School
East Richland High School
Raymond James April 2013 - Present
Robert W. Baird & Co. June 2000 - April 2013
Skills
Financial Advisory, Strategic Planning, SaaS
Education
College for Financial Planning 2004 — 2007
M.S., Personal Financial Planning
Southern Illinois University, Carbondale 1983 — 1987
B.A., Communications, Business
East Richland High School
East Richland High School
Jared Plotz Jared Plotz's Robert W. Baird & Co. Experience July 2011 - February 2013
Job Associate Industry Analyst at Cornerstone Capital Management
Industry Investment Management
Experience
Cornerstone Capital Management April 2013 - Present
Robert W. Baird & Co. July 2011 - February 2013
The Henry Fund January 2010 - December 2010
The Leuthold Group, L.L.C. May 2010 - August 2010
Carleton College Investment Office June 2009 - August 2009
Ulland Investment Advisors March 2008 - September 2008
Skills
DCF, Investments, Hedge Funds, Financial Analysis, Valuation, Portfolio Management, Equities, Asset Allocation, Management, Securities, Financial Modeling, Bloomberg, Equity Valuation
Education
University of Iowa - Henry B. Tippie College of Business 2009 — 2011
MBA, Finance, Investment Management
Carleton College 2005 — 2009
B.A., Economics, Political Economy Minor
Cornerstone Capital Management April 2013 - Present
Robert W. Baird & Co. July 2011 - February 2013
The Henry Fund January 2010 - December 2010
The Leuthold Group, L.L.C. May 2010 - August 2010
Carleton College Investment Office June 2009 - August 2009
Ulland Investment Advisors March 2008 - September 2008
Skills
DCF, Investments, Hedge Funds, Financial Analysis, Valuation, Portfolio Management, Equities, Asset Allocation, Management, Securities, Financial Modeling, Bloomberg, Equity Valuation
Education
University of Iowa - Henry B. Tippie College of Business 2009 — 2011
MBA, Finance, Investment Management
Carleton College 2005 — 2009
B.A., Economics, Political Economy Minor
Barbara Ketola Barbara Ketola's Robert W. Baird & Co. Experience October 1993 - September 2007
Job Risk Management Senior Specialist at Northwestern Mutual
Industry Insurance
Experience
Northwestern Mutual October 2007 - Present
Robert W. Baird & Co. October 1993 - September 2007
Derco Aerospace June 1991 - October 1993
Skills
Risk Management, Information Security, ISO 27001, Process Improvement
Education
Cardinal Stritch University 2009 — 2012
BS-SMIS, Strategic Management of Information Systems
Milwaukee Area Technical College 2003 — 2007
Associate's Degree, IT Security
Greenfield High School 1985 — 1989
Northwestern Mutual October 2007 - Present
Robert W. Baird & Co. October 1993 - September 2007
Derco Aerospace June 1991 - October 1993
Skills
Risk Management, Information Security, ISO 27001, Process Improvement
Education
Cardinal Stritch University 2009 — 2012
BS-SMIS, Strategic Management of Information Systems
Milwaukee Area Technical College 2003 — 2007
Associate's Degree, IT Security
Greenfield High School 1985 — 1989
Jason Foss's Robert W. Baird & Co. Experience June 2015 - Present
Job Baird #5 on 2015 Fortune Best Places to Work
Industry Financial Services
Experience
Robert W. Baird & Co. June 2015 - Present
Palmetto Health June 2013 - June 2015
Cielo Talent July 2011 - June 2015
Alcon Laboratories, Inc. May 2013 - June 2013
Cone Health Network October 2011 - April 2013
WellCare July 2011 - October 2011
APS Healthcare December 2009 - June 2011
Assurant March 2008 - June 2009
Staff Management on-site at Quad/Graphics July 2007 - March 2008
Fox Hill Associates September 2003 - July 2007
Skills
Business Objects, Sales, Marketing, SOA, Informatica, Resume Writing, Temporary Placement, Leadership, Clinical Research, Employee Benefits, Leadership Development, New Hire Orientations, Deferred Compensation, Onboarding, College Recruiting, SDLC, Recruiting, Healthcare, Human Resources, Internet Recruiting, Interviews, Applicant Tracking..., Sourcing, Taleo, Talent Acquisition
Education
Carroll University 1993 — 1997
English
Eisenhower-New Berlin 1988 — 1992
Robert W. Baird & Co. June 2015 - Present
Palmetto Health June 2013 - June 2015
Cielo Talent July 2011 - June 2015
Alcon Laboratories, Inc. May 2013 - June 2013
Cone Health Network October 2011 - April 2013
WellCare July 2011 - October 2011
APS Healthcare December 2009 - June 2011
Assurant March 2008 - June 2009
Staff Management on-site at Quad/Graphics July 2007 - March 2008
Fox Hill Associates September 2003 - July 2007
Skills
Business Objects, Sales, Marketing, SOA, Informatica, Resume Writing, Temporary Placement, Leadership, Clinical Research, Employee Benefits, Leadership Development, New Hire Orientations, Deferred Compensation, Onboarding, College Recruiting, SDLC, Recruiting, Healthcare, Human Resources, Internet Recruiting, Interviews, Applicant Tracking..., Sourcing, Taleo, Talent Acquisition
Education
Carroll University 1993 — 1997
English
Eisenhower-New Berlin 1988 — 1992
Caitie Tucker (Dittman)'s Robert W. Baird & Co. Experience May 2012 - January 2014
Job Event Planning Coordinator at Wounded Warrior Project
Industry Events Services
Experience
Wounded Warrior Project February 2014 - Present
Robert W. Baird & Co. May 2012 - January 2014
Robert W. Baird & Co. January 2012 - May 2012
SXP Analytics, LLC / EMM Holdings, LLC September 2011 - November 2011
SXP Analytics, LLC / 94labs June 2011 - September 2011
SXP Analytics, LLC / EMM Holdings, LLC January 2010 - June 2011
SXP Analytics, LLC / EMM Holdings, LLC August 2008 - January 2010
Hartford Union High School - Bird House July 2007 - July 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Cvent, Expressions, Minitab, Time Management, Customer Service, Analytical Skills, Detailed Organization, Multitasking Skills, Facebook, Social Media
Education
University of Wisconsin-Milwaukee - School of Business Administration 2009 — 2012
Bachelor of Business Administration (B.B.A.), Marketing
Carroll College 2008 — 2009
Bachelor of Business Administration (B.B.A.), Business/Corporate Communications
Wounded Warrior Project February 2014 - Present
Robert W. Baird & Co. May 2012 - January 2014
Robert W. Baird & Co. January 2012 - May 2012
SXP Analytics, LLC / EMM Holdings, LLC September 2011 - November 2011
SXP Analytics, LLC / 94labs June 2011 - September 2011
SXP Analytics, LLC / EMM Holdings, LLC January 2010 - June 2011
SXP Analytics, LLC / EMM Holdings, LLC August 2008 - January 2010
Hartford Union High School - Bird House July 2007 - July 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Cvent, Expressions, Minitab, Time Management, Customer Service, Analytical Skills, Detailed Organization, Multitasking Skills, Facebook, Social Media
Education
University of Wisconsin-Milwaukee - School of Business Administration 2009 — 2012
Bachelor of Business Administration (B.B.A.), Marketing
Carroll College 2008 — 2009
Bachelor of Business Administration (B.B.A.), Business/Corporate Communications
Dennis Weishan Dennis Weishan's Robert W. Baird & Co. Experience May 1998 - Present
Job Director, PWM Technology Solutions Director at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. May 1998 - Present
Bay Computer Services October 1993 - April 1998
Skills
SDLC, CRM, Disaster Recovery, Wealth Management, IT Strategy, Process Improvement, Asset Managment, Portfolio Management, Series 7, Mutual Funds, IT Management, Data Warehousing, Series 63, Equities, SSIS, Visio, SQL, Microsoft CRM
Education
Cardinal Stritch University
BA, Computer Studies
Robert W. Baird & Co. May 1998 - Present
Bay Computer Services October 1993 - April 1998
Skills
SDLC, CRM, Disaster Recovery, Wealth Management, IT Strategy, Process Improvement, Asset Managment, Portfolio Management, Series 7, Mutual Funds, IT Management, Data Warehousing, Series 63, Equities, SSIS, Visio, SQL, Microsoft CRM
Education
Cardinal Stritch University
BA, Computer Studies
Jim Ogilvie Jim Ogilvie's Robert W. Baird & Co. Experience July 2011 - July 2013
Job Senior Associate, Corporate Development at Cvent
Industry Information Technology and Services
Experience
Cvent October 2014 - Present
Evolent Health July 2013 - October 2014
Robert W. Baird & Co. July 2011 - July 2013
BYU, Marriott School of Management August 2009 - April 2011
Price Waterhouse Coopers June 2010 - August 2010
Savage Services May 2009 - August 2009
Peterson Ventures January 2009 - April 2009
Skills
Financial Modeling, Internal Controls, Accounting, Microsoft Excel, Market Research, Competitive Analysis, Valuation, Venture Capital, Marketing Strategy, Financial Analysis, Strategy, Investment Banking, Corporate Finance, Private Equity, Due Diligence, Investments, Mergers & Acquisitions, Equity Research, Economics, Bloomberg, Business Valuation, Equities, Capital Markets, Bloomberg Terminal, Capital IQ, Finance
Education
Brigham Young University 2004 — 2011
B.S./M.S., Accounting and Economics
Cvent October 2014 - Present
Evolent Health July 2013 - October 2014
Robert W. Baird & Co. July 2011 - July 2013
BYU, Marriott School of Management August 2009 - April 2011
Price Waterhouse Coopers June 2010 - August 2010
Savage Services May 2009 - August 2009
Peterson Ventures January 2009 - April 2009
Skills
Financial Modeling, Internal Controls, Accounting, Microsoft Excel, Market Research, Competitive Analysis, Valuation, Venture Capital, Marketing Strategy, Financial Analysis, Strategy, Investment Banking, Corporate Finance, Private Equity, Due Diligence, Investments, Mergers & Acquisitions, Equity Research, Economics, Bloomberg, Business Valuation, Equities, Capital Markets, Bloomberg Terminal, Capital IQ, Finance
Education
Brigham Young University 2004 — 2011
B.S./M.S., Accounting and Economics
Doralyn Retzlaff,SPHR Doralyn Retzlaff,SPHR's Robert W. Baird & Co. Experience December 2012 - Present
Job Director, HC Technology & Operations at Robert W. Baird & Co.
Industry Human Resources
Experience
Robert W. Baird & Co. December 2012 - Present
Kohler Company November 2011 - December 2012
American Family Insurance October 2010 - December 2011
University of Wisconsin August 2009 - October 2010
Milwaukee Center For Independence May 2009 - August 2009
Ministry Health Care January 2005 - March 2009
Brady Corporation February 2002 - August 2005
HR Analytical Services January 2001 - January 2002
The Revere Group August 1998 - January 2000
Medical College of Wisconsin January 1990 - January 1998
Skills
Change Management, Organizational..., Project Management, Program Management, Recruiting, Business Planning, Process Improvement
Education
Cardinal Stritch University
BSBA, Business
Robert W. Baird & Co. December 2012 - Present
Kohler Company November 2011 - December 2012
American Family Insurance October 2010 - December 2011
University of Wisconsin August 2009 - October 2010
Milwaukee Center For Independence May 2009 - August 2009
Ministry Health Care January 2005 - March 2009
Brady Corporation February 2002 - August 2005
HR Analytical Services January 2001 - January 2002
The Revere Group August 1998 - January 2000
Medical College of Wisconsin January 1990 - January 1998
Skills
Change Management, Organizational..., Project Management, Program Management, Recruiting, Business Planning, Process Improvement
Education
Cardinal Stritch University
BSBA, Business
Shaz Sharon Campbell Shaz Sharon Campbell's Robert W. Baird & Co. Experience February 2013 - Present
Job Actor/Producer
Industry Entertainment
Experience
On The Go Personal Assistants 2009 - Present
Kingdom Work Productions 2015 - Present
Lily's Talent Agency July 2013 - Present
Robert W. Baird & Co. February 2013 - Present
B&B (My Agent) 2011 - Present
...And All That Shaz Productions June 2001 - 2013
myLive ticket March 2012 - 2012
Lockton Companies 2010 - 2011
Mercer Human Resource Consulting 2007 - 2009
Protiviti 2005 - 2007
Skills
Television, Entertainment, Facebook, Broadcast, Film, Music Industry
Education
Chicago Actors Studio
Columbia College Chicago 1997 — 2001
BA, Broadcast Journalism
College of Lake County
Purdue University
On The Go Personal Assistants 2009 - Present
Kingdom Work Productions 2015 - Present
Lily's Talent Agency July 2013 - Present
Robert W. Baird & Co. February 2013 - Present
B&B (My Agent) 2011 - Present
...And All That Shaz Productions June 2001 - 2013
myLive ticket March 2012 - 2012
Lockton Companies 2010 - 2011
Mercer Human Resource Consulting 2007 - 2009
Protiviti 2005 - 2007
Skills
Television, Entertainment, Facebook, Broadcast, Film, Music Industry
Education
Chicago Actors Studio
Columbia College Chicago 1997 — 2001
BA, Broadcast Journalism
College of Lake County
Purdue University
Kim Nash-Walker, MBA Kim Nash-Walker, MBA's Robert W. Baird & Co. Experience April 2013 - July 2014
Job Registered Support Assistant at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. August 2015 - Present
Elite Human Capital Group May 2015 - August 2015
Emerson Climate Technologies February 2015 - April 2015
GMR Marketing August 2014 - November 2014
Robert W. Baird & Co. April 2013 - July 2014
Wells Fargo Advisors July 2012 - April 2013
FIS April 2007 - October 2011
University of Wisconsin 2003 - 2006
William Blair & Company 1998 - 2002
Mack & Associates, LTD 1996 - 1997
Skills
Training, Reporting & Analysis, PowerPoint, Leadership, Negotiation, Coaching, Time Management, Talent Acquisition, Marketing, Product Management, Risk Management, Analysis, Project Management, Sales, Accounts Payable, Business Analysis, Account Management, Management, Service Level Agreements, Product Marketing, Organizational..., Access, Outlook, Microsoft Excel, Troubleshooting, Investments, Payment Card Processing, Oracle, Financial Statements, Strategic Planning, SharePoint, Lotus Notes, Team Building, Microsoft Word, Invoicing, Customer Service, Teamwork, Software Documentation, CRM, Microsoft Office, Process Improvement, Recruiting, Banking, Disaster Recovery, Strategic Financial..., Financial Services, Finance, Employee Benefits
Education
Cardinal Stritch University 2009 — 2011
Master of Business Administration (M.B.A.), Business and Management, 3.78 out of 4.0
University of Wisconsin-Whitewater 2003 — 2006
Bachelor, Education, 3.63 out of 4.0
Gateway Technical College 1991 — 1993
Associates, Marketing, 2.68 out of 3.0
Elkhorn Area High School 1980 — 1984
College Bound, Education
Ameriprise Financial Services, Inc. August 2015 - Present
Elite Human Capital Group May 2015 - August 2015
Emerson Climate Technologies February 2015 - April 2015
GMR Marketing August 2014 - November 2014
Robert W. Baird & Co. April 2013 - July 2014
Wells Fargo Advisors July 2012 - April 2013
FIS April 2007 - October 2011
University of Wisconsin 2003 - 2006
William Blair & Company 1998 - 2002
Mack & Associates, LTD 1996 - 1997
Skills
Training, Reporting & Analysis, PowerPoint, Leadership, Negotiation, Coaching, Time Management, Talent Acquisition, Marketing, Product Management, Risk Management, Analysis, Project Management, Sales, Accounts Payable, Business Analysis, Account Management, Management, Service Level Agreements, Product Marketing, Organizational..., Access, Outlook, Microsoft Excel, Troubleshooting, Investments, Payment Card Processing, Oracle, Financial Statements, Strategic Planning, SharePoint, Lotus Notes, Team Building, Microsoft Word, Invoicing, Customer Service, Teamwork, Software Documentation, CRM, Microsoft Office, Process Improvement, Recruiting, Banking, Disaster Recovery, Strategic Financial..., Financial Services, Finance, Employee Benefits
Education
Cardinal Stritch University 2009 — 2011
Master of Business Administration (M.B.A.), Business and Management, 3.78 out of 4.0
University of Wisconsin-Whitewater 2003 — 2006
Bachelor, Education, 3.63 out of 4.0
Gateway Technical College 1991 — 1993
Associates, Marketing, 2.68 out of 3.0
Elkhorn Area High School 1980 — 1984
College Bound, Education
Andy VandenBerg Andy VandenBerg's Robert W. Baird & Co. Experience January 2013 - February 2013
Job Analyst at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank June 2013 - Present
Mayflower Hill Capital September 2012 - Present
Robert W. Baird & Co. January 2013 - February 2013
Education
Colby College 2010 — 2014
Economics with Financial Markets
London School of Economics and Political Science 2012 — 2012
Business Valuation and European Integration Economics
Universidad de Salamanca 2010 — 2011
Deutsche Bank June 2013 - Present
Mayflower Hill Capital September 2012 - Present
Robert W. Baird & Co. January 2013 - February 2013
Education
Colby College 2010 — 2014
Economics with Financial Markets
London School of Economics and Political Science 2012 — 2012
Business Valuation and European Integration Economics
Universidad de Salamanca 2010 — 2011
Matthew Carlton's Robert W. Baird & Co. Experience May 2010 - August 2011
Job Associate Attorney at Stupar, Schuster & Bartell S.C.
Industry Law Practice
Experience
Stupar, Schuster & Bartell S.C. June 2015 - Present
Kohn Law Firm S.C. February 2015 - June 2015
CWRU Journal of International Law July 2012 - May 2014
Cleveland Municipal Court June 2012 - April 2014
Case Western Reserve University School of Law, Professor Michael Scharf April 2012 - July 2012
Robert W. Baird & Co. May 2010 - August 2011
Robert W. Baird & Co. June 2008 - August 2010
Robert W. Baird & Co. May 2009 - August 2009
Robert W. Baird & Co. May 2008 - August 2008
A. GRIFFIN Lawn and Landscape LLC May 2007 - August 2007
Skills
Hard Worker, Loyal, Can speak German, Determined, Work Ethic, Financial Analysis, Mediation, Management, Finance, Research, Public Speaking, Corporate Law, Westlaw, Litigation, Microsoft Excel, Microsoft Office, PowerPoint, Legal Writing, Microsoft Word
Education
Case Western Reserve University School of Law 2011 — 2014
Juris Doctor (J.D.), Law
Indiana University Bloomington 2007 — 2011
BA, German Studies
Homestead High School
Stupar, Schuster & Bartell S.C. June 2015 - Present
Kohn Law Firm S.C. February 2015 - June 2015
CWRU Journal of International Law July 2012 - May 2014
Cleveland Municipal Court June 2012 - April 2014
Case Western Reserve University School of Law, Professor Michael Scharf April 2012 - July 2012
Robert W. Baird & Co. May 2010 - August 2011
Robert W. Baird & Co. June 2008 - August 2010
Robert W. Baird & Co. May 2009 - August 2009
Robert W. Baird & Co. May 2008 - August 2008
A. GRIFFIN Lawn and Landscape LLC May 2007 - August 2007
Skills
Hard Worker, Loyal, Can speak German, Determined, Work Ethic, Financial Analysis, Mediation, Management, Finance, Research, Public Speaking, Corporate Law, Westlaw, Litigation, Microsoft Excel, Microsoft Office, PowerPoint, Legal Writing, Microsoft Word
Education
Case Western Reserve University School of Law 2011 — 2014
Juris Doctor (J.D.), Law
Indiana University Bloomington 2007 — 2011
BA, German Studies
Homestead High School
Thomas Boh, CFP®'s Robert W. Baird & Co. Experience November 2009 - Present
Job The Ogard Boh Group | Private Wealth Management
Industry Financial Services
Experience
Robert W. Baird & Co. November 2009 - Present
A.G. Edwards & Sons, Inc. March 2001 - November 2009
Skills
Retirement Planning, Series 7, Wealth Management, Investment Advisory, Asset Allocation
Education
College for Financial Planning 2002 — 2005
CFP, Financial Planning
University of Colorado Denver 1987 — 1989
MBA, Finance
Colorado School of Mines 1979 — 1983
BS Geophysics, Geophysics
Robert W. Baird & Co. November 2009 - Present
A.G. Edwards & Sons, Inc. March 2001 - November 2009
Skills
Retirement Planning, Series 7, Wealth Management, Investment Advisory, Asset Allocation
Education
College for Financial Planning 2002 — 2005
CFP, Financial Planning
University of Colorado Denver 1987 — 1989
MBA, Finance
Colorado School of Mines 1979 — 1983
BS Geophysics, Geophysics
Hannah Lubar Hannah Lubar's Robert W. Baird & Co. Experience June 2012 - August 2012
Job Associate Consultant at Axia
Industry Management Consulting
Experience
Axia January 2015 - Present
Robert W. Baird & Co. June 2012 - August 2012
Robert W. Baird & Co. June 2011 - August 2011
E. Street Denim Co. June 2010 - August 2010
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Research, Text Editing, Writing, Fundraising, Financial Accounting, Market Research, Strategy
Education
Brown University 2010 — 2014
A.B. International Relations, Political Economy and Society
Tuck School of Business at Dartmouth 2013 — 2013
Tuck Business Bridge Program
Université Paris Sorbonne (Paris IV) / Sorbonne University 2012 — 2013
Brown-in-Paris Study Abroad Semester, European History
University School of Milwaukee 2006 — 2010
High School Diploma, Cum Laude Honors
Axia January 2015 - Present
Robert W. Baird & Co. June 2012 - August 2012
Robert W. Baird & Co. June 2011 - August 2011
E. Street Denim Co. June 2010 - August 2010
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Research, Text Editing, Writing, Fundraising, Financial Accounting, Market Research, Strategy
Education
Brown University 2010 — 2014
A.B. International Relations, Political Economy and Society
Tuck School of Business at Dartmouth 2013 — 2013
Tuck Business Bridge Program
Université Paris Sorbonne (Paris IV) / Sorbonne University 2012 — 2013
Brown-in-Paris Study Abroad Semester, European History
University School of Milwaukee 2006 — 2010
High School Diploma, Cum Laude Honors
Aaron Pfauth Aaron Pfauth's Robert W. Baird & Co. Experience June 2009 - November 2009
Job Consultant at CLD Partners
Industry Computer Software
Experience
CLD Partners December 2012 - Present
Sole Solutions, Inc. June 2010 - October 2012
Robert W. Baird & Co. June 2009 - November 2009
Skills
Microsoft Office, JavaScript, HTML, CSS, C#, ASP.NET, SQL, SQL Server, Visual Studio, SSIS, jQuery, VMware, Ruby on Rails, ASP.NET MVC, NAnt, Castle Windsor, Git, Microsoft SQL Server, NHibernate, Subversion, Software Development, Apex Programming, Visualforce Pages, Force.com, Virtualization, Linux, Operating Systems, Agile Methodologies, Agile Project Management, XML, Java, SharePoint
Education
Christendom College 2008 — 2010
Bachelor of Arts (B.A.), Political Science and Economics
Christendom College 2007 — 2010
Bachelor of Arts (B.A.)
CLD Partners December 2012 - Present
Sole Solutions, Inc. June 2010 - October 2012
Robert W. Baird & Co. June 2009 - November 2009
Skills
Microsoft Office, JavaScript, HTML, CSS, C#, ASP.NET, SQL, SQL Server, Visual Studio, SSIS, jQuery, VMware, Ruby on Rails, ASP.NET MVC, NAnt, Castle Windsor, Git, Microsoft SQL Server, NHibernate, Subversion, Software Development, Apex Programming, Visualforce Pages, Force.com, Virtualization, Linux, Operating Systems, Agile Methodologies, Agile Project Management, XML, Java, SharePoint
Education
Christendom College 2008 — 2010
Bachelor of Arts (B.A.), Political Science and Economics
Christendom College 2007 — 2010
Bachelor of Arts (B.A.)
Michelle Feick Michelle Feick's Robert W. Baird & Co. Experience September 1999 - April 2013
Job Registrar | Database Administrator
Industry Education Management
Experience
Saint Catherine's High School August 2013 - Present
Robert W. Baird & Co., Inc October 2001 - April 2013
Robert W. Baird & Co. September 1999 - April 2013
The Benefits Company June 2001 - October 2001
Robert W. Baird & Co., Inc January 1999 - January 2001
Service Employees International Union (SEIU), Local 150 January 1989 - January 1999
Skills
PowerPoint, Word, Excel, Access, Outlook, Newsletters, Spreadsheets, Proposal Writing, Problem Solving, Data Entry, Adobe Creative Suite, Typing, Microsoft Office, Adobe Acrobat, Administrative Support, Teamwork, Photoshop, Analysis, Social Media, InDesign, Illustrator, Training, Microsoft Word, Public Speaking, Customer Service, Office Management, Financial Analysis, Employee Benefits, Forecasting, Event Planning, Process Improvement, Microsoft Excel, Visio, Nonprofits, Program Management, Research, Insurance, Leadership, Administrative..., SharePoint, Risk Management, Finance, Fixed Income, Market Research, Databases, Windows, Time Management, Management
Education
Cardinal Stritch University 2003 — 2006
Bachelors, Science Management Information Systems, 4.0
University of Wisconsin-Parkside 1984 — 1986
Saint Catherine's High School August 2013 - Present
Robert W. Baird & Co., Inc October 2001 - April 2013
Robert W. Baird & Co. September 1999 - April 2013
The Benefits Company June 2001 - October 2001
Robert W. Baird & Co., Inc January 1999 - January 2001
Service Employees International Union (SEIU), Local 150 January 1989 - January 1999
Skills
PowerPoint, Word, Excel, Access, Outlook, Newsletters, Spreadsheets, Proposal Writing, Problem Solving, Data Entry, Adobe Creative Suite, Typing, Microsoft Office, Adobe Acrobat, Administrative Support, Teamwork, Photoshop, Analysis, Social Media, InDesign, Illustrator, Training, Microsoft Word, Public Speaking, Customer Service, Office Management, Financial Analysis, Employee Benefits, Forecasting, Event Planning, Process Improvement, Microsoft Excel, Visio, Nonprofits, Program Management, Research, Insurance, Leadership, Administrative..., SharePoint, Risk Management, Finance, Fixed Income, Market Research, Databases, Windows, Time Management, Management
Education
Cardinal Stritch University 2003 — 2006
Bachelors, Science Management Information Systems, 4.0
University of Wisconsin-Parkside 1984 — 1986
Kate Johnson's Robert W. Baird & Co. Experience 2002 - 2004
Job Senior Vice President, Director of Marketing | Private Client & Institutional Services at Associated Bank
Industry Marketing and Advertising
Experience
Associated Banc-Corp 2011 - Present
M&I Wealth Management (Acquired by BMO Harris in 2011) 2004 - 2011
Robert W. Baird & Co. 2002 - 2004
Bemis Manufacturing Company 2000 - 2001
The West Bend Company (Acquired by Illinois Tool Works Inc. in 1999) 1997 - 2000
Skills
Wealth Management, Financial Services, Marketing, Strategic Planning, Portfolio Management, Thought Leadership..., Marketing Communications, Client Experience, Relationship Marketing, Marketing Strategy, Project Management, Marketing Research, Sales Process, Mergers & Acquisitions, Change Management, E-commerce, Customer Experience, Budgets, Analysis, Market Research, Strategy, CRM
Education
Cardinal Stritch University
BS, Business Management
Marquette University
MBA, Marketing
Associated Banc-Corp 2011 - Present
M&I Wealth Management (Acquired by BMO Harris in 2011) 2004 - 2011
Robert W. Baird & Co. 2002 - 2004
Bemis Manufacturing Company 2000 - 2001
The West Bend Company (Acquired by Illinois Tool Works Inc. in 1999) 1997 - 2000
Skills
Wealth Management, Financial Services, Marketing, Strategic Planning, Portfolio Management, Thought Leadership..., Marketing Communications, Client Experience, Relationship Marketing, Marketing Strategy, Project Management, Marketing Research, Sales Process, Mergers & Acquisitions, Change Management, E-commerce, Customer Experience, Budgets, Analysis, Market Research, Strategy, CRM
Education
Cardinal Stritch University
BS, Business Management
Marquette University
MBA, Marketing
Seth Lerg Seth Lerg's Robert W. Baird & Co. Experience August 2009 - April 2013
Job Account Executive at New Horizons Computer Learning Centers – Great Lakes
Industry Information Technology and Services
Experience
New Horizons Computer Learning Centers – Great Lakes May 2013 - Present
Robert W. Baird & Co. August 2009 - April 2013
John Hancock Life Insurance Company (U.S.A.) January 2006 - October 2007
Alltel 2004 - 2005
Skills
Cold Calling, Account Management, CRM, Coaching, Customer Service, Training, Direct Sales, New Business Development, Forecasting, Insurance, Selling, Management, Strategic Planning, Budgets, Call Centers, Solution Selling, Project Management, IT Infrastructure..., Microsoft SQL Server, Citrix, Red Hat Linux, Microsoft Exchange, Sales, Microsoft CRM, Employee Training, IBM Tivoli, ITIL, Software Project...
Education
Central Michigan University 1999 — 2006
Manistee High School 1994 — 1999
New Horizons Computer Learning Centers – Great Lakes May 2013 - Present
Robert W. Baird & Co. August 2009 - April 2013
John Hancock Life Insurance Company (U.S.A.) January 2006 - October 2007
Alltel 2004 - 2005
Skills
Cold Calling, Account Management, CRM, Coaching, Customer Service, Training, Direct Sales, New Business Development, Forecasting, Insurance, Selling, Management, Strategic Planning, Budgets, Call Centers, Solution Selling, Project Management, IT Infrastructure..., Microsoft SQL Server, Citrix, Red Hat Linux, Microsoft Exchange, Sales, Microsoft CRM, Employee Training, IBM Tivoli, ITIL, Software Project...
Education
Central Michigan University 1999 — 2006
Manistee High School 1994 — 1999
Gregory Giles Gregory Giles's Robert W. Baird & Co. Experience January 2015 - Present
Job Financial Advisor
Industry Financial Services
Experience
Robert W. Baird & Co. January 2015 - Present
Self-employed September 1989 - January 2015
Giles Law Office May 1988 - September 1989
Education
University of South Dakota 1987 — 1989
M.A., Theatre
The University of South Dakota School of Law 1985 — 1988
J.D., Law
Brown University 1979 — 1984
A.B., American Civilization/Anthropology
Capitol Page School 1978 — 1979
High School Diploma
North High School 1976 — 1978
High School Diploma
Robert W. Baird & Co. January 2015 - Present
Self-employed September 1989 - January 2015
Giles Law Office May 1988 - September 1989
Education
University of South Dakota 1987 — 1989
M.A., Theatre
The University of South Dakota School of Law 1985 — 1988
J.D., Law
Brown University 1979 — 1984
A.B., American Civilization/Anthropology
Capitol Page School 1978 — 1979
High School Diploma
North High School 1976 — 1978
High School Diploma
Julie Kuesel Julie Kuesel's Robert W. Baird & Co. Experience August 2009 - Present
Job Human Capital Project Manager at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. August 2009 - Present
Robert W. Baird January 1992 - January 2010
Education
Cardinal Stritch University 2008 — 2009
Certificate in Project Management
Cardinal Stritch University 1998 — 2009
Bachelor of Science - Management
Cardinal Stritch University 1997 — 1998
Certificate in Human Resources Management
Robert W. Baird & Co. August 2009 - Present
Robert W. Baird January 1992 - January 2010
Education
Cardinal Stritch University 2008 — 2009
Certificate in Project Management
Cardinal Stritch University 1998 — 2009
Bachelor of Science - Management
Cardinal Stritch University 1997 — 1998
Certificate in Human Resources Management
Stephanie Leftwich's Robert W. Baird & Co. Experience May 2015 - June 2015
Job BBA Scholar at Southern Methodist University Cox School of Business
Industry Financial Services
Experience
Robert W. Baird & Co. May 2015 - June 2015
Education
Southern Methodist University 2014 — 2018
Bachelor’s Degree, French Language and Literature, Sophomore
Southern Methodist University - Cox School of Business 2014 — 2018
Bachelor’s Degree, Finance, General, Sophomore
Choate Rosemary Hall 2011 — 2014
Latin School of Chicago
Robert W. Baird & Co. May 2015 - June 2015
Education
Southern Methodist University 2014 — 2018
Bachelor’s Degree, French Language and Literature, Sophomore
Southern Methodist University - Cox School of Business 2014 — 2018
Bachelor’s Degree, Finance, General, Sophomore
Choate Rosemary Hall 2011 — 2014
Latin School of Chicago
Hayley Crowder's Robert W. Baird & Co. Experience June 2014 - August 2014
Job *INTERN CANDIDATE* Public or Private Accounting (Tax/Audit)
Industry Accounting
Experience
Malvin, Riggins & Company, P.C. September 2015 - Present
CNU Volunteer Income Tax Assistance Program January 2015 - Present
Chesapeake Bay Outfitters May 2013 - Present
Robert W. Baird & Co. June 2014 - August 2014
Masthead at Pier Street April 2012 - August 2013
Education
Christopher Newport University 2013 — 2017
Bachelor’s Degree, B.S.B.A. Accounting, Leadership Studies Minor
Malvin, Riggins & Company, P.C. September 2015 - Present
CNU Volunteer Income Tax Assistance Program January 2015 - Present
Chesapeake Bay Outfitters May 2013 - Present
Robert W. Baird & Co. June 2014 - August 2014
Masthead at Pier Street April 2012 - August 2013
Education
Christopher Newport University 2013 — 2017
Bachelor’s Degree, B.S.B.A. Accounting, Leadership Studies Minor
Steve Halterbeck Steve Halterbeck's Robert W. Baird & Co. Experience Financial AdvisorWachovia SecuritiesMarch 2007 - November 2008
Job Financial Advisor / Registered Settlement Planner at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. Financial AdvisorWachovia SecuritiesMarch 2007 - November 2008
Wachovia Securities May 2004 - August 2006
Skills
Investments, Insurance, Securities, Finance, Portfolio Management, Fixed Annuities
Education
California State University-Chico 2002 — 2006
Bachelors of Science, Business - Financial Services
Robert W. Baird & Co. Financial AdvisorWachovia SecuritiesMarch 2007 - November 2008
Wachovia Securities May 2004 - August 2006
Skills
Investments, Insurance, Securities, Finance, Portfolio Management, Fixed Annuities
Education
California State University-Chico 2002 — 2006
Bachelors of Science, Business - Financial Services
Doug Clemons Doug Clemons's Robert W. Baird & Co. Experience September 2013 - Present
Job Corporate Events & Performing Arts
Industry Events Services
Experience
Robert W. Baird & Co. September 2013 - Present
Independent Contractor January 2008 - Present
Gold's Gym Milwaukee January 2011 - Present
Neighborhood House of Milwaukee January 2013 - September 2013
Florentine Opera Company January 2009 - August 2013
Primum Marketing Communications June 2012 - January 2013
YMCA of Metropolitan Milwaukee January 2010 - August 2012
Milwaukee Repertory Theater 2011 - May 2012
Southeastern Wisconsin Performing Arts June 2011 - September 2011
Skills
Public Relations, Social Media, Performing Arts, Event Management, Editing, Theatre, Music, Team Leadership, Press Releases, PowerPoint, Acting, Interpersonal..., Non-profits, Time Management
Education
Cardinal Stritch University 2007 — 2012
Bachelor of Arts, Communications and Music
Robert W. Baird & Co. September 2013 - Present
Independent Contractor January 2008 - Present
Gold's Gym Milwaukee January 2011 - Present
Neighborhood House of Milwaukee January 2013 - September 2013
Florentine Opera Company January 2009 - August 2013
Primum Marketing Communications June 2012 - January 2013
YMCA of Metropolitan Milwaukee January 2010 - August 2012
Milwaukee Repertory Theater 2011 - May 2012
Southeastern Wisconsin Performing Arts June 2011 - September 2011
Skills
Public Relations, Social Media, Performing Arts, Event Management, Editing, Theatre, Music, Team Leadership, Press Releases, PowerPoint, Acting, Interpersonal..., Non-profits, Time Management
Education
Cardinal Stritch University 2007 — 2012
Bachelor of Arts, Communications and Music
Jordan Esten Jordan Esten's Robert W. Baird & Co. Experience July 2009 - June 2010
Job Chief Operating Officer at Clear Ballot Group
Industry Computer Software
Experience
Clear Ballot Group June 2012 - Present
Robert Connor Dawes (RCD) Foundation October 2013 - Present
XOJET June 2011 - August 2011
Robert W. Baird & Co. July 2009 - June 2010
Robert W. Baird & Co. July 2008 - June 2009
Robert W. Baird & Co. July 2006 - June 2008
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2010 — 2012
Master of Business Administration (M.B.A.)
Carnegie Mellon University 2002 — 2006
BS, Finance, with Honors
Wayland Academy 1998 — 2002
Clear Ballot Group June 2012 - Present
Robert Connor Dawes (RCD) Foundation October 2013 - Present
XOJET June 2011 - August 2011
Robert W. Baird & Co. July 2009 - June 2010
Robert W. Baird & Co. July 2008 - June 2009
Robert W. Baird & Co. July 2006 - June 2008
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2010 — 2012
Master of Business Administration (M.B.A.)
Carnegie Mellon University 2002 — 2006
BS, Finance, with Honors
Wayland Academy 1998 — 2002
Philippe De Milde Philippe De Milde's Robert W. Baird & Co. Experience 2011 - 2012
Job Director of IT Solution Development at Dignity Health
Industry Hospital & Health Care
Experience
Dignity Health May 2015 - Present
Cancer Treatment Centers of America® April 2012 - May 2015
Robert W. Baird & Co. 2011 - 2012
Assurant Health 2007 - 2011
Concurrency, Inc. 2005 - 2007
Assurant Inc. 1996 - 2005
Skills
Enterprise Architecture, Integration, SDLC, Project Management, Agile Methodologies, Business Analysis, Business Intelligence, SharePoint, IT Management, Business Process, Enterprise Software, Solution Architecture, Leadership, Vendor Management, Requirements Analysis, Software Development, Enterprise IT Strategy, TOGAF, PMO, IT Strategy, Requirements Gathering, Scrum, Strategy, IT Service Management, Software Project...
Education
Cardinal Stritch University
Bachelor of Science, Management of Information Technology
Dignity Health May 2015 - Present
Cancer Treatment Centers of America® April 2012 - May 2015
Robert W. Baird & Co. 2011 - 2012
Assurant Health 2007 - 2011
Concurrency, Inc. 2005 - 2007
Assurant Inc. 1996 - 2005
Skills
Enterprise Architecture, Integration, SDLC, Project Management, Agile Methodologies, Business Analysis, Business Intelligence, SharePoint, IT Management, Business Process, Enterprise Software, Solution Architecture, Leadership, Vendor Management, Requirements Analysis, Software Development, Enterprise IT Strategy, TOGAF, PMO, IT Strategy, Requirements Gathering, Scrum, Strategy, IT Service Management, Software Project...
Education
Cardinal Stritch University
Bachelor of Science, Management of Information Technology
Matthew P. Rickaway, CRPC® Matthew P. Rickaway, CRPC®'s Robert W. Baird & Co. Experience January 2015 - Present
Job Financial Advisor at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. January 2015 - Present
Education
College for Financial Planning 2008 — 2009
Chartered Retirement Planning Counselor (CRPC®)
Texas A&M University 1991 — 1995
Robert W. Baird & Co. January 2015 - Present
Education
College for Financial Planning 2008 — 2009
Chartered Retirement Planning Counselor (CRPC®)
Texas A&M University 1991 — 1995
Megan Breene Megan Breene's Robert W. Baird & Co. Experience January 2015 - Present
Job Graphic Design Intern at Robert W. Baird & Co.
Industry Graphic Design
Experience
Robert W. Baird & Co. January 2015 - Present
Carroll University February 2014 - Present
Carroll University 2012 - Present
Wisconsin Public Service May 2014 - August 2014
Toys R Us June 2013 - May 2014
Skills
Photoshop, Illustrator, InDesign, Graphic Design, Adobe Creative Suite, Microsoft Office, Photography, Logo Design, Illustration, PowerPoint, Typography, Microsoft Word, Social Media, Microsoft Excel, Drawing
Education
Carroll University 2012 — 2016
Robert W. Baird & Co. January 2015 - Present
Carroll University February 2014 - Present
Carroll University 2012 - Present
Wisconsin Public Service May 2014 - August 2014
Toys R Us June 2013 - May 2014
Skills
Photoshop, Illustrator, InDesign, Graphic Design, Adobe Creative Suite, Microsoft Office, Photography, Logo Design, Illustration, PowerPoint, Typography, Microsoft Word, Social Media, Microsoft Excel, Drawing
Education
Carroll University 2012 — 2016
Julie Tapke Dusing Julie Tapke Dusing's Robert W. Baird & Co. Experience March 2015 - Present
Job Financial Advisor at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. March 2015 - Present
The Bank of Kentucky January 2010 - Present
Tapke Asset Management June 2004 - January 2010
Toyota Motor Engineering & Manufacturing North America, Inc. 1998 - 2004
Skills
Loans, Small Business Lending, Management, Banking, Asset Management
Education
Centre College 1994 — 1998
Economics
Robert W. Baird & Co. March 2015 - Present
The Bank of Kentucky January 2010 - Present
Tapke Asset Management June 2004 - January 2010
Toyota Motor Engineering & Manufacturing North America, Inc. 1998 - 2004
Skills
Loans, Small Business Lending, Management, Banking, Asset Management
Education
Centre College 1994 — 1998
Economics
Nick Verano Nick Verano's Robert W. Baird & Co. Experience August 2010 - Present
Job Vice President at Robert W. Baird & Company
Industry Financial Services
Experience
Robert W. Baird & Co. August 2010 - Present
Morgan Stanley Smith Barney August 2005 - August 2010
Skills
Investments, Portfolio Management, Financial Analysis, Mutual Funds, Series 7, Asset Management, Strategic Financial..., Wealth Management, Marketing Strategy, Retirement Planning, Socially Responsible...
Education
University of North Carolina at Chapel Hill 1995 — 1997
BA, Econ
College of Charleston 1993 — 1995
Robert W. Baird & Co. August 2010 - Present
Morgan Stanley Smith Barney August 2005 - August 2010
Skills
Investments, Portfolio Management, Financial Analysis, Mutual Funds, Series 7, Asset Management, Strategic Financial..., Wealth Management, Marketing Strategy, Retirement Planning, Socially Responsible...
Education
University of North Carolina at Chapel Hill 1995 — 1997
BA, Econ
College of Charleston 1993 — 1995
David Fox, MBA David Fox, MBA's Robert W. Baird & Co. Experience March 2013 - October 2014
Job SBI Project Manager
Industry Real Estate
Experience
Kforce Inc March 2015 - Present
Robert W. Baird & Co. March 2013 - October 2014
REMTCO, LLC July 2008 - August 2014
Affinity, Inc. March 2012 - March 2013
Affinity, Inc. May 2011 - March 2012
FIS February 2010 - May 2011
Fidelity National Information Services June 2007 - February 2010
Best Buy June 2008 - January 2009
Metavante June 2005 - June 2007
Skills
Software Project..., Real Estate, Software Development, COBOL, Project Management, MS Project, Project Planning, JCL, Mainframe, TSO, C++, Microsoft Office 2003, Budgets, Crystal Reports, Windows, SDLC, Business Analysis, SharePoint, Visio, Program Management, Requirements Gathering, Software Documentation, Requirements Analysis, Information Technology, ITIL, Data Center, Process Improvement, Infrastructure, IT Service Management, Strategic Planning, Cross-functional Team..., Leadership, CRM, Business Process, Project Portfolio..., Management, PMP, Team Building, Troubleshooting, Consulting, Resource Management, Training, Vendor Management, Access, Business Process..., Analysis, Disaster Recovery, Business Intelligence, PMO, Microsoft Office
Education
Cardinal Stritch University 2006 — 2009
Masters
Marquette University 2010 — 2010
Associates
Illinois State University 2000 — 2005
Bachelor of Science
Kforce Inc March 2015 - Present
Robert W. Baird & Co. March 2013 - October 2014
REMTCO, LLC July 2008 - August 2014
Affinity, Inc. March 2012 - March 2013
Affinity, Inc. May 2011 - March 2012
FIS February 2010 - May 2011
Fidelity National Information Services June 2007 - February 2010
Best Buy June 2008 - January 2009
Metavante June 2005 - June 2007
Skills
Software Project..., Real Estate, Software Development, COBOL, Project Management, MS Project, Project Planning, JCL, Mainframe, TSO, C++, Microsoft Office 2003, Budgets, Crystal Reports, Windows, SDLC, Business Analysis, SharePoint, Visio, Program Management, Requirements Gathering, Software Documentation, Requirements Analysis, Information Technology, ITIL, Data Center, Process Improvement, Infrastructure, IT Service Management, Strategic Planning, Cross-functional Team..., Leadership, CRM, Business Process, Project Portfolio..., Management, PMP, Team Building, Troubleshooting, Consulting, Resource Management, Training, Vendor Management, Access, Business Process..., Analysis, Disaster Recovery, Business Intelligence, PMO, Microsoft Office
Education
Cardinal Stritch University 2006 — 2009
Masters
Marquette University 2010 — 2010
Associates
Illinois State University 2000 — 2005
Bachelor of Science
Iran Amandah's Robert W. Baird & Co. Experience June 2013 - June 2014
Job Intern at Robert W. Baird & Co.
Industry Financial Services
Experience
The Equitable Bank January 2015 - Present
Robert W. Baird & Co. June 2013 - June 2014
Braeger Chevrolet May 2012 - September 2012
Gordie Boucher Nissan November 2009 - March 2012
Skills
Analytical Skills, Highly detail oriented, Project Management, Oral & Written..., Problem Solving, Selling Skills, Sales, Investments, Finance
Education
University of Wisconsin-Milwaukee 2015 — 2017
Master’s Degree, Master of Science in Management (MS)--Finance Analysis
University of Wisconsin-Milwaukee 2012 — 2015
Bachelor of Business Administration (BBA), Finance
Bryant and Stratton College-Milwaukee 2010 — 2011
Bachelor of Business Administration (BBA), Finance and Financial Management Services
The Equitable Bank January 2015 - Present
Robert W. Baird & Co. June 2013 - June 2014
Braeger Chevrolet May 2012 - September 2012
Gordie Boucher Nissan November 2009 - March 2012
Skills
Analytical Skills, Highly detail oriented, Project Management, Oral & Written..., Problem Solving, Selling Skills, Sales, Investments, Finance
Education
University of Wisconsin-Milwaukee 2015 — 2017
Master’s Degree, Master of Science in Management (MS)--Finance Analysis
University of Wisconsin-Milwaukee 2012 — 2015
Bachelor of Business Administration (BBA), Finance
Bryant and Stratton College-Milwaukee 2010 — 2011
Bachelor of Business Administration (BBA), Finance and Financial Management Services
Jonathan Thornberry, CFP® Jonathan Thornberry, CFP®'s Robert W. Baird & Co. Experience June 2003 - Present
Job Senior Vice President at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. June 2003 - Present
Retirement Planning Strategies April 2002 - June 2003
American Express Financial Advisors August 2001 - April 2002
Education
Centre College 1998 — 2001
BA, History
Robert W. Baird & Co. June 2003 - Present
Retirement Planning Strategies April 2002 - June 2003
American Express Financial Advisors August 2001 - April 2002
Education
Centre College 1998 — 2001
BA, History
Jim Naleid's Robert W. Baird & Co. Experience 1981 - 1991
Job Entrepreneur | Thought Leader | TEC Chair | Executive Coaching | Better Results!
Industry Management Consulting
Experience
TEC Midwest October 2011 - Present
Naleid & Associates, LLC December 2004 - Present
AgWind Energy Partners, LLC 2006 - 2012
Chesnut & Cape Capital Partners, LLC May 2007 - May 2011
Wall Street Notes, News & Reviews 1991 - 2003
The Robert James Exchange 1985 - 2000
Greenwich Publishing 1994 - 1995
Robert W. Baird & Co. 1981 - 1991
Skills
Mergers, Small Business, Start-ups, Securities, Compliance, Profitability, Organizational..., Real Estate Investment, Investments, Capital, Asset Management, Portfolio Management, Funding, Capital Markets, Equities, Radio Talk Show Host, Television Commentary, Guest Lecturer Finance..., Songwriter and Acoustic..., Published Author, Corporate Board..., Business Development, Mergers & Acquisitions, Asset Managment, Team Building, Strategy, Coaching, Private Equity, Management, Business Planning, Profit, Leadership, Public Speaking, Banking, Strategic Planning, Change Management, Leadership Development, Restructuring, Due Diligence, Negotiation, Management Consulting, Entrepreneurship, Executive Coaching, Selling, Sales, Executive Management, Business Strategy, Executive Development, Consulting
Education
California College of the Arts 1970 — 1971
BusinessPsychologyCommercial Art
University of San Francisco 1970 — 1971
Psychology
St. Catherine's 1966 — 1970
TEC Midwest October 2011 - Present
Naleid & Associates, LLC December 2004 - Present
AgWind Energy Partners, LLC 2006 - 2012
Chesnut & Cape Capital Partners, LLC May 2007 - May 2011
Wall Street Notes, News & Reviews 1991 - 2003
The Robert James Exchange 1985 - 2000
Greenwich Publishing 1994 - 1995
Robert W. Baird & Co. 1981 - 1991
Skills
Mergers, Small Business, Start-ups, Securities, Compliance, Profitability, Organizational..., Real Estate Investment, Investments, Capital, Asset Management, Portfolio Management, Funding, Capital Markets, Equities, Radio Talk Show Host, Television Commentary, Guest Lecturer Finance..., Songwriter and Acoustic..., Published Author, Corporate Board..., Business Development, Mergers & Acquisitions, Asset Managment, Team Building, Strategy, Coaching, Private Equity, Management, Business Planning, Profit, Leadership, Public Speaking, Banking, Strategic Planning, Change Management, Leadership Development, Restructuring, Due Diligence, Negotiation, Management Consulting, Entrepreneurship, Executive Coaching, Selling, Sales, Executive Management, Business Strategy, Executive Development, Consulting
Education
California College of the Arts 1970 — 1971
BusinessPsychologyCommercial Art
University of San Francisco 1970 — 1971
Psychology
St. Catherine's 1966 — 1970
Leslie Fleming's Robert W. Baird & Co. Experience June 2014 - August 2014
Job Recruiting Coordinator at Wyche, P.A.
Industry
Experience
Wyche, P.A. June 2015 - Present
Robert W. Baird & Co. June 2014 - August 2014
YMCA of Metropolitan Milwaukee May 2013 - August 2013
YMCA of Metropolitan Milwaukee May 2012 - August 2012
Skills
Social Media, Leadership, Microsoft Office, Event Planning, Microsoft Excel, Microsoft Word, PowerPoint, Teamwork, Communication, Marketing Communications, Communication Skills, Organizational...
Education
Clemson University 2011 — 2015
Bachelor's Degree, Communication Studies and Sociology, 4.0/4.0
Clemson University 2014 — 2014
Wyche, P.A. June 2015 - Present
Robert W. Baird & Co. June 2014 - August 2014
YMCA of Metropolitan Milwaukee May 2013 - August 2013
YMCA of Metropolitan Milwaukee May 2012 - August 2012
Skills
Social Media, Leadership, Microsoft Office, Event Planning, Microsoft Excel, Microsoft Word, PowerPoint, Teamwork, Communication, Marketing Communications, Communication Skills, Organizational...
Education
Clemson University 2011 — 2015
Bachelor's Degree, Communication Studies and Sociology, 4.0/4.0
Clemson University 2014 — 2014
Bryce Fowler's Robert W. Baird & Co. Experience June 2015 - Present
Job Temporary Intern at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. June 2015 - Present
Skills
Investments
Education
Catawba College 2013 — 2017
Bachelor’s Degree, Business Administration and Management, General, Junior
Greenwood High School 2009 — 2013
High School Diploma, Graduated
Robert W. Baird & Co. June 2015 - Present
Skills
Investments
Education
Catawba College 2013 — 2017
Bachelor’s Degree, Business Administration and Management, General, Junior
Greenwood High School 2009 — 2013
High School Diploma, Graduated
Nancy Lee Cortes's Robert W. Baird & Co. Experience November 1997 - September 2005
Job Senior Registered Associate, CRPC® The Cypress Group at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Wealth Management September 2011 - Present
Merrill Lynch September 2005 - September 2011
Robert W. Baird & Co. November 1997 - September 2005
First of Michigan Corp September 1994 - September 1997
Skills
NFS Streetscape/FBSI &..., NextGen, 3D, Wealth Management, Portfolio Management, Asset Management, Investments, Financial Analysis, Retirement Planning, Financial Planning, Estate Planning, Asset Managment, Strategic Financial..., Fixed Annuities, Equities, Financial Services, Insurance, Mutual Funds, Securities, Finance, Retirement, Series 7, Series 63, Management, Investment Strategies
Education
Chaminade University of Honolulu
B. A., Business Administration; Management
College for Financial Planning
CRPC® - Chartered Retirement Planning Counselor, Retirement Planning
Corunna High School
Morgan Stanley Wealth Management September 2011 - Present
Merrill Lynch September 2005 - September 2011
Robert W. Baird & Co. November 1997 - September 2005
First of Michigan Corp September 1994 - September 1997
Skills
NFS Streetscape/FBSI &..., NextGen, 3D, Wealth Management, Portfolio Management, Asset Management, Investments, Financial Analysis, Retirement Planning, Financial Planning, Estate Planning, Asset Managment, Strategic Financial..., Fixed Annuities, Equities, Financial Services, Insurance, Mutual Funds, Securities, Finance, Retirement, Series 7, Series 63, Management, Investment Strategies
Education
Chaminade University of Honolulu
B. A., Business Administration; Management
College for Financial Planning
CRPC® - Chartered Retirement Planning Counselor, Retirement Planning
Corunna High School
Scott Macke, CFA Scott Macke, CFA's Robert W. Baird & Co. Experience July 2004 - April 2007
Job Senior Equity Analyst at Great Lakes Advisors
Industry Investment Management
Experience
Great Lakes Advisors July 2015 - Present
V2 Capital, LLC September 2011 - May 2015
aAd Capital Management May 2007 - August 2011
Robert W. Baird & Co. July 2004 - April 2007
Clifton Gunderson LLP January 2000 - June 2002
Whipple & Company, PC August 1996 - December 1999
Education
University of Michigan - Stephen M. Ross School of Business 2002 — 2004
MBA
Butler University - College of Business Administration 1992 — 1996
BS, Cum Laude with Highest Departmental Honors
Great Lakes Advisors July 2015 - Present
V2 Capital, LLC September 2011 - May 2015
aAd Capital Management May 2007 - August 2011
Robert W. Baird & Co. July 2004 - April 2007
Clifton Gunderson LLP January 2000 - June 2002
Whipple & Company, PC August 1996 - December 1999
Education
University of Michigan - Stephen M. Ross School of Business 2002 — 2004
MBA
Butler University - College of Business Administration 1992 — 1996
BS, Cum Laude with Highest Departmental Honors
Alana Roman's Robert W. Baird & Co. Experience June 2011 - June 2012
Job Executive Assistant at Spencer Stuart
Industry Staffing and Recruiting
Experience
Incapture Investments 2014 - 2015
GTCR LLC February 2013 - September 2014
Health Evolution Partners (Temporary) August 2012 - January 2013
Robert W. Baird & Co. June 2011 - June 2012
BlackRock 2006 - 2011
Energy BBDO August 2005 - August 2006
PricewaterhouseCoopers 2000 - 2003
Aon Consulting 1997 - 2000
Skills
Event Planning, Public Speaking, Microsoft Office, Research, Administrative..., PowerPoint, Concur, Yoga, Office Management, Tutoring, Asset Management, Outlook, Microsoft Excel, Administrative..., Investments, Human Resources, Social Media
Education
California Institute of Integral Studies 2011 — 2014
Masters in Religion and Philosophy, Women's Spirituality
California Institute of Integral Studies 2007 — 2008
Bachelors of Interdisciplinary Studies
Yoga Tree 2012 — 2012
200 Hour Yoga Teacher Training Certification, Hatha and Pre-Natal
Zumba 2012 — 2012
Certificate, Zumba Instructor
Incapture Investments 2014 - 2015
GTCR LLC February 2013 - September 2014
Health Evolution Partners (Temporary) August 2012 - January 2013
Robert W. Baird & Co. June 2011 - June 2012
BlackRock 2006 - 2011
Energy BBDO August 2005 - August 2006
PricewaterhouseCoopers 2000 - 2003
Aon Consulting 1997 - 2000
Skills
Event Planning, Public Speaking, Microsoft Office, Research, Administrative..., PowerPoint, Concur, Yoga, Office Management, Tutoring, Asset Management, Outlook, Microsoft Excel, Administrative..., Investments, Human Resources, Social Media
Education
California Institute of Integral Studies 2011 — 2014
Masters in Religion and Philosophy, Women's Spirituality
California Institute of Integral Studies 2007 — 2008
Bachelors of Interdisciplinary Studies
Yoga Tree 2012 — 2012
200 Hour Yoga Teacher Training Certification, Hatha and Pre-Natal
Zumba 2012 — 2012
Certificate, Zumba Instructor
Suraj Vasishtha Suraj Vasishtha's Robert W. Baird & Co. Experience July 2015 - Present
Job Analyst at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. July 2015 - Present
Carmolex, Inc. January 2015 - July 2015
Oppenheimer & Co. Inc. June 2014 - August 2014
Schenley Park Advisors February 2014 - May 2014
GLOBALFOUNDRIES July 2013 - August 2013
Carnegie Mellon Nanofabrication Facility August 2012 - May 2013
Skills
Economics, Microsoft Excel, Analysis, Statistics, PowerPoint, Data Analysis, Qualitative Research, Team Leadership, Financial Analysis, Microsoft Word, Management, Corporate Finance, R, Financial Modeling, Research
Education
Carnegie Mellon University - Tepper School of Business 2011 — 2015
Bachelor of Science, Finance
New Hartford Senior High School 2007 — 2011
Robert W. Baird & Co. July 2015 - Present
Carmolex, Inc. January 2015 - July 2015
Oppenheimer & Co. Inc. June 2014 - August 2014
Schenley Park Advisors February 2014 - May 2014
GLOBALFOUNDRIES July 2013 - August 2013
Carnegie Mellon Nanofabrication Facility August 2012 - May 2013
Skills
Economics, Microsoft Excel, Analysis, Statistics, PowerPoint, Data Analysis, Qualitative Research, Team Leadership, Financial Analysis, Microsoft Word, Management, Corporate Finance, R, Financial Modeling, Research
Education
Carnegie Mellon University - Tepper School of Business 2011 — 2015
Bachelor of Science, Finance
New Hartford Senior High School 2007 — 2011
Karen Ogard, CFP®, CIMA®'s Robert W. Baird & Co. Experience October 2009 - Present
Job The Ogard Boh Group | Private Wealth Management
Industry Financial Services
Experience
Robert W. Baird & Co. October 2009 - Present
A.G. Edwards April 1983 - October 2009
Skills
Strategy, Investments, Portfolio Management, Management, Series 7, Wealth Management, Series 63, Mutual Funds, Retirement Planning, Asset Allocation, Investment Advisory, Accounting
Education
University of Pennsylvania - The Wharton School
Certified Investment Management Analyst, CIMA®
College for Financial Planning
CERTIFIED FINANCIAL PLANNER™, CFP®
The University of North Dakota 1975 — 1979
Bachelor of Science, Business Administration
Robert W. Baird & Co. October 2009 - Present
A.G. Edwards April 1983 - October 2009
Skills
Strategy, Investments, Portfolio Management, Management, Series 7, Wealth Management, Series 63, Mutual Funds, Retirement Planning, Asset Allocation, Investment Advisory, Accounting
Education
University of Pennsylvania - The Wharton School
Certified Investment Management Analyst, CIMA®
College for Financial Planning
CERTIFIED FINANCIAL PLANNER™, CFP®
The University of North Dakota 1975 — 1979
Bachelor of Science, Business Administration
David Dettloff David Dettloff's Robert W. Baird & Co. Experience October 2009 - Present
Job Financial Advisor at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. October 2009 - Present
Skills
Portfolio Management, Finance, Investments, Wealth Management
Education
Central Michigan University
Bachelor's degree, Finance, General
Robert W. Baird & Co. October 2009 - Present
Skills
Portfolio Management, Finance, Investments, Wealth Management
Education
Central Michigan University
Bachelor's degree, Finance, General
Shawn McLarney Shawn McLarney's Robert W. Baird & Co. Experience August 2009 - May 2010
Job Audit Senior Associate at KPMG
Industry Accounting
Experience
KPMG US August 2014 - Present
BDO USA, LLP August 2011 - July 2014
Baker Tilly Capital July 2010 - November 2010
Robert W. Baird & Co. August 2009 - May 2010
Vogel Consulting June 2008 - May 2009
Skills
Accounting, Auditing, Financial Analysis, Financial Accounting, Internal Controls, Account Reconciliation, GAAP, Financial Reporting, Financial Statements, CPA
Education
Marquette University 2006 — 2010
Bachelor of Science, Accounting & Finance
National University of Ireland, Galway 2007 — 2007
Irish Studies
Central College 2005 — 2006
Business Administration & Economics
KPMG US August 2014 - Present
BDO USA, LLP August 2011 - July 2014
Baker Tilly Capital July 2010 - November 2010
Robert W. Baird & Co. August 2009 - May 2010
Vogel Consulting June 2008 - May 2009
Skills
Accounting, Auditing, Financial Analysis, Financial Accounting, Internal Controls, Account Reconciliation, GAAP, Financial Reporting, Financial Statements, CPA
Education
Marquette University 2006 — 2010
Bachelor of Science, Accounting & Finance
National University of Ireland, Galway 2007 — 2007
Irish Studies
Central College 2005 — 2006
Business Administration & Economics
Roger Klumb, CFP ®'s Robert W. Baird & Co. Experience 2008 - Present
Job Financial Advisor at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. 2008 - Present
GE Healthcare August 2006 - January 2008
GE Healthcare July 2005 - August 2006
Skills
Retirement Planning, Series 7, Investments, Mutual Funds, Securities, Investment Strategies, Portfolio Management, Finance, Series 63, Asset Allocation, Wealth Management, Strategic Financial..., Investment Advisory, Estate Planning, Alternative Investments, Asset Management, Financial Modeling, Financial Analysis, Equities, Financial Services, Insurance, Valuation, Uniform Combined State...
Education
Brigham Young University 1997 — 2004
BS, Biology
Robert W. Baird & Co. 2008 - Present
GE Healthcare August 2006 - January 2008
GE Healthcare July 2005 - August 2006
Skills
Retirement Planning, Series 7, Investments, Mutual Funds, Securities, Investment Strategies, Portfolio Management, Finance, Series 63, Asset Allocation, Wealth Management, Strategic Financial..., Investment Advisory, Estate Planning, Alternative Investments, Asset Management, Financial Modeling, Financial Analysis, Equities, Financial Services, Insurance, Valuation, Uniform Combined State...
Education
Brigham Young University 1997 — 2004
BS, Biology
Chase Hinderstein's Robert W. Baird & Co. Experience Joining The Wise Investor Group in 2003, Chase provides portfolio analysis services to clients. He is a frequent guest on The Wise Investor Show, discussing the energy sector, fixed income and global markets. Chase obtained his bachelor's degree in international relations from Clark University and has more than 15 years of professional investment experience.Portfolio ManagerThe Wise Investor Group - Ferris Baker WattsJanuary 2003 - July 2007
Job Vice President at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. Joining The Wise Investor Group in 2003, Chase provides portfolio analysis services to clients. He is a frequent guest on The Wise Investor Show, discussing the energy sector, fixed income and global markets. Chase obtained his bachelor's degree in international relations from Clark University and has more than 15 years of professional investment experience.Portfolio ManagerThe Wise Investor Group - Ferris Baker WattsJanuary 2003 - July 2007
Morgan Stanley Smith Barney September 1997 - May 2003
Skills
Investment Advisory, Wealth Management
Education
Clark University
Bachelor of Arts (B.A.)
Robert W. Baird & Co. Joining The Wise Investor Group in 2003, Chase provides portfolio analysis services to clients. He is a frequent guest on The Wise Investor Show, discussing the energy sector, fixed income and global markets. Chase obtained his bachelor's degree in international relations from Clark University and has more than 15 years of professional investment experience.Portfolio ManagerThe Wise Investor Group - Ferris Baker WattsJanuary 2003 - July 2007
Morgan Stanley Smith Barney September 1997 - May 2003
Skills
Investment Advisory, Wealth Management
Education
Clark University
Bachelor of Arts (B.A.)
Dönnerssön Penna's Robert W. Baird & Co. Experience July 2015 - Present
Job Temporary Associate at RW Baird & Account Manager at HISPA
Industry Financial Services
Experience
Robert W. Baird & Co. July 2015 - Present
HISPAinternational May 2014 - Present
Cardinal Stritch University February 2014 - May 2015
SJ Alonte Imports January 2014 - January 2015
Skills
Microsoft Office, English, Research, Event Planning, Business Strategy, Customer Service, Sales, Spanish, Languages, International Business, Marketing, Management, Global Business..., Import, Finance, Teaching, Translation, Business Analysis, Business Planning
Education
Cardinal Stritch University 2013 — 2015
International Business, International Business and Finance
Seward County Community College and Area Technical School 2011 — 2013
Associate of Business, Accounting and Finance
Robert W. Baird & Co. July 2015 - Present
HISPAinternational May 2014 - Present
Cardinal Stritch University February 2014 - May 2015
SJ Alonte Imports January 2014 - January 2015
Skills
Microsoft Office, English, Research, Event Planning, Business Strategy, Customer Service, Sales, Spanish, Languages, International Business, Marketing, Management, Global Business..., Import, Finance, Teaching, Translation, Business Analysis, Business Planning
Education
Cardinal Stritch University 2013 — 2015
International Business, International Business and Finance
Seward County Community College and Area Technical School 2011 — 2013
Associate of Business, Accounting and Finance
Blaine Grinna Blaine Grinna's Robert W. Baird & Co. Experience June 2010 - August 2010
Job Regional Manager | Northeast at Drizly
Industry Financial Services
Experience
Drizly September 2014 - Present
Morgan Stanley June 2011 - July 2014
Robert W. Baird & Co. June 2010 - August 2010
Bonobos December 2007 - August 2009
Skills
Capital Markets, Bloomberg, Series 7, Series 63, Financial Markets, Wealth Management, Finance, Entrepreneurship, Fixed Income
Education
Brown University 2007 — 2011
BA, International Relations
Drizly September 2014 - Present
Morgan Stanley June 2011 - July 2014
Robert W. Baird & Co. June 2010 - August 2010
Bonobos December 2007 - August 2009
Skills
Capital Markets, Bloomberg, Series 7, Series 63, Financial Markets, Wealth Management, Finance, Entrepreneurship, Fixed Income
Education
Brown University 2007 — 2011
BA, International Relations
Scott A. Massie Scott A. Massie's Robert W. Baird & Co. Experience November 2011 - October 2012
Job Program & Project Manager
Industry Logistics and Supply Chain
Experience
AT&T April 2013 - Present
Global Erosion Products LLC March 2006 - Present
In-Line Creative Solutions November 2011 - March 2013
Robert W. Baird & Co. November 2011 - October 2012
AT&T June 2009 - November 2011
Sandvik Mining and Construction November 2007 - May 2009
Ryder System, Inc. April 2006 - October 2007
Georgia Erosion Control Center August 2004 - March 2006
SPOT Logistics, Inc. January 2001 - August 2004
Burnham Service Corp August 1997 - December 2000
Skills
Project Management, Logistics, Operations, Transportation, Distribution Centers, Fleet, Supply Chain, Inventory Control, Warehousing, Vendor Negotiations, Customer Service, Foreign Trade Zones, Packaging, Import/Export, Purchasing, Facilities, Quality, Asset Managment, Innovativeness, Strategic Planning, Vendor Management, Leadership, Microsoft Project, Microsoft Outlook, Microsoft Visio, Microsoft Access, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Analytical Skills, Problem Solving, Cost Reduction, Harmonized Tariff..., FTZ Regulations, DOT Regulations, OSHA Regulations, Brio Query, MapMarker, PkMS, Projectplace (SDLC), Navision Dynamics, Crystal Reports, Alteryx, Operations Management, Project Planning, Process Improvement, SharePoint, Shipping, Visio, ITUP/PRISM
Education
Kennesaw State University 2008 — 2008
Certificate - Project Management-Business Analyst, Project Management, 96
Central Michigan University 1976 — 1978
Master of Arts (M.A.), Leadership, Management & Supervision, 3.5
Golden Gate University 1971 — 1974
Diploma - Transportation, Logistics, Materials, and Supply Chain Management, 3.75
Sonoma State University 1968 — 1970
Bachelor of Arts (B.A.), Sociology/Psychology, 3.6
Santa Rosa Junior College 1966 — 1968
Associate of Arts (A.A.), Business Administration and Management, General, 3.2
Analy High School 1962 — 1966
High School Diploma, College Prep, 2.8
AT&T April 2013 - Present
Global Erosion Products LLC March 2006 - Present
In-Line Creative Solutions November 2011 - March 2013
Robert W. Baird & Co. November 2011 - October 2012
AT&T June 2009 - November 2011
Sandvik Mining and Construction November 2007 - May 2009
Ryder System, Inc. April 2006 - October 2007
Georgia Erosion Control Center August 2004 - March 2006
SPOT Logistics, Inc. January 2001 - August 2004
Burnham Service Corp August 1997 - December 2000
Skills
Project Management, Logistics, Operations, Transportation, Distribution Centers, Fleet, Supply Chain, Inventory Control, Warehousing, Vendor Negotiations, Customer Service, Foreign Trade Zones, Packaging, Import/Export, Purchasing, Facilities, Quality, Asset Managment, Innovativeness, Strategic Planning, Vendor Management, Leadership, Microsoft Project, Microsoft Outlook, Microsoft Visio, Microsoft Access, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Analytical Skills, Problem Solving, Cost Reduction, Harmonized Tariff..., FTZ Regulations, DOT Regulations, OSHA Regulations, Brio Query, MapMarker, PkMS, Projectplace (SDLC), Navision Dynamics, Crystal Reports, Alteryx, Operations Management, Project Planning, Process Improvement, SharePoint, Shipping, Visio, ITUP/PRISM
Education
Kennesaw State University 2008 — 2008
Certificate - Project Management-Business Analyst, Project Management, 96
Central Michigan University 1976 — 1978
Master of Arts (M.A.), Leadership, Management & Supervision, 3.5
Golden Gate University 1971 — 1974
Diploma - Transportation, Logistics, Materials, and Supply Chain Management, 3.75
Sonoma State University 1968 — 1970
Bachelor of Arts (B.A.), Sociology/Psychology, 3.6
Santa Rosa Junior College 1966 — 1968
Associate of Arts (A.A.), Business Administration and Management, General, 3.2
Analy High School 1962 — 1966
High School Diploma, College Prep, 2.8
Lindsey Yao Lindsey Yao's Robert W. Baird & Co. Experience July 2010 - September 2011
Job Merch Planner at Saks Fifth Avenue
Industry Financial Services
Experience
Saks Fifth Avenue July 2014 - Present
Saks Fifth Avenue October 2013 - June 2014
Saks Fifth Avenue March 2014 - May 2014
Ballerinos LLC October 2011 - October 2013
Saks Fifth Avenue August 2013 - September 2013
Saks Fifth Avenue March 2013 - July 2013
Saks Fifth Avenue April 2012 - February 2013
XIX Entertainment / Beckham Ventures February 2012 - February 2012
Robert W. Baird & Co. July 2010 - September 2011
Robert W. Baird & Co. June 2007 - July 2010
Skills
Series 7, Equity Research, Bloomberg, Financial Modeling, Equities, Asset Managment, Strategic Financial..., Valuation, Investments, Corporate Finance, Asset Allocation, Financial Analysis
Education
Carnegie Mellon University 2003 — 2007
Bachelor of Science, Mathematics, Computational Finance
Saks Fifth Avenue July 2014 - Present
Saks Fifth Avenue October 2013 - June 2014
Saks Fifth Avenue March 2014 - May 2014
Ballerinos LLC October 2011 - October 2013
Saks Fifth Avenue August 2013 - September 2013
Saks Fifth Avenue March 2013 - July 2013
Saks Fifth Avenue April 2012 - February 2013
XIX Entertainment / Beckham Ventures February 2012 - February 2012
Robert W. Baird & Co. July 2010 - September 2011
Robert W. Baird & Co. June 2007 - July 2010
Skills
Series 7, Equity Research, Bloomberg, Financial Modeling, Equities, Asset Managment, Strategic Financial..., Valuation, Investments, Corporate Finance, Asset Allocation, Financial Analysis
Education
Carnegie Mellon University 2003 — 2007
Bachelor of Science, Mathematics, Computational Finance
Charles Singer, CFP® Charles Singer, CFP®'s Robert W. Baird & Co. Experience January 2010 - February 2013
Job Financial Advisor, Senior Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors February 2013 - Present
Robert W. Baird & Co. January 2010 - February 2013
Morgan Stanley Smith Barney 2009 - 2010
Smith Barney 1996 - 2009
Shearson Lehman 1989 - 1996
E. F. Hutton 1985 - 1989
Thomson Mckinnon Securites 1979 - 1985
Skills
Retirement Planning, Investments, Securities, Wealth, Mutual Funds, Asset Allocation, Wealth Management, Investment Advisory, Alternative Investments, Estate Planning..., Strategic Planning, Asset Management, Portfolio Management, Financial Advisory, Estate Planning, FINRA, Equities
Education
University of Evansville 1974 — 1978
BS, Accounting
College for Financial Planning
CFP®
Butler University
MBA, Business
Bosse High School 1970 — 1974
Wells Fargo Advisors February 2013 - Present
Robert W. Baird & Co. January 2010 - February 2013
Morgan Stanley Smith Barney 2009 - 2010
Smith Barney 1996 - 2009
Shearson Lehman 1989 - 1996
E. F. Hutton 1985 - 1989
Thomson Mckinnon Securites 1979 - 1985
Skills
Retirement Planning, Investments, Securities, Wealth, Mutual Funds, Asset Allocation, Wealth Management, Investment Advisory, Alternative Investments, Estate Planning..., Strategic Planning, Asset Management, Portfolio Management, Financial Advisory, Estate Planning, FINRA, Equities
Education
University of Evansville 1974 — 1978
BS, Accounting
College for Financial Planning
CFP®
Butler University
MBA, Business
Bosse High School 1970 — 1974
Vipul Patel Vipul Patel's Robert W. Baird & Co. Experience June 2013 - Present
Job Healthcare Investment Banking at Robert W. Baird & Co.
Industry Investment Banking
Experience
Robert W. Baird & Co. June 2013 - Present
Severn River Capital Management August 2012 - February 2013
Deutsche Bank July 2010 - July 2012
Seneca Health Partners June 2009 - September 2009
O'Melveny & Myers LLP July 2006 - April 2008
Jones Day September 2003 - June 2006
Skills
Private Equity, Mergers, Due Diligence, Venture Capital, Investment Banking, Corporate Law, Investments, Private Placements, Equities, LBO, Debt, Finance, Mergers & Acquisitions, Divestitures, Portfolio Management, Valuation, Financial Modeling, Hedge Funds, M&A experience, Strategy, Corporate Development, Trading, Financial Analysis, Risk Management, Capital Markets
Education
The University of Chicago - Booth School of Business 2008 — 2010
MBA, Finance, Accounting and Economics
Columbia University School of Law 2000 — 2003
JD, Law
Case Western Reserve University 1996 — 2000
BS, Management (Finance and Economics)
Robert W. Baird & Co. June 2013 - Present
Severn River Capital Management August 2012 - February 2013
Deutsche Bank July 2010 - July 2012
Seneca Health Partners June 2009 - September 2009
O'Melveny & Myers LLP July 2006 - April 2008
Jones Day September 2003 - June 2006
Skills
Private Equity, Mergers, Due Diligence, Venture Capital, Investment Banking, Corporate Law, Investments, Private Placements, Equities, LBO, Debt, Finance, Mergers & Acquisitions, Divestitures, Portfolio Management, Valuation, Financial Modeling, Hedge Funds, M&A experience, Strategy, Corporate Development, Trading, Financial Analysis, Risk Management, Capital Markets
Education
The University of Chicago - Booth School of Business 2008 — 2010
MBA, Finance, Accounting and Economics
Columbia University School of Law 2000 — 2003
JD, Law
Case Western Reserve University 1996 — 2000
BS, Management (Finance and Economics)
Dan Siekierski's Robert W. Baird & Co. Experience August 2014 - Present
Job Client Assistant
Industry Information Technology and Services
Experience
Robert W. Baird & Co. August 2014 - Present
Robert W. Baird & Co. January 2013 - August 2014
Robert W. Baird & Co. August 2011 - December 2012
Corinthian Colleges August 2010 - August 2011
Milwaukee Bucks October 2009 - April 2010
Wisconsin Combat Sports June 2009 - October 2009
Skills
Training, Social Networking, Marketing, Sales, Interviews, Customer Satisfaction, Admissions, Leadership
Education
College for Financial Planning 2014 — 2015
CFP® Certification Professional Education Program
University of Wisconsin-Milwaukee - School of Business Administration 2007 — 2010
Bachelor of Business Administration, Marketing and Finance
Robert W. Baird & Co. August 2014 - Present
Robert W. Baird & Co. January 2013 - August 2014
Robert W. Baird & Co. August 2011 - December 2012
Corinthian Colleges August 2010 - August 2011
Milwaukee Bucks October 2009 - April 2010
Wisconsin Combat Sports June 2009 - October 2009
Skills
Training, Social Networking, Marketing, Sales, Interviews, Customer Satisfaction, Admissions, Leadership
Education
College for Financial Planning 2014 — 2015
CFP® Certification Professional Education Program
University of Wisconsin-Milwaukee - School of Business Administration 2007 — 2010
Bachelor of Business Administration, Marketing and Finance
Jeffrey Fivecoat Jeffrey Fivecoat's Robert W. Baird & Co. Experience October 2012 - May 2015
Job Senior Vice President Public Finance Healthcare
Industry Banking
Experience
Piper Jaffray May 2015 - Present
Friendship Village of Columbus February 2013 - Present
The Players Club April 2008 - Present
Robert W. Baird & Co. October 2012 - May 2015
Red Capital Group May 2010 - October 2012
Red Capital Group August 2007 - October 2010
OhioHealth 2005 - 2007
Forescore Golf 2003 - 2004
Ohio Wesleyan University January 2001 - June 2003
Stratera 2001 - 2003
Skills
Real Estate Financing, Strategic Financial..., Construction, Capital Markets, Debt Markets, Series 7, Budgets, Financial Structuring, Bond Markets, Investment Banking, Loans, Financial Analysis, Financial Modeling, Bonds, Finance, Due Diligence, Valuation, Commercial Lending, Financial Reporting, Financial Accounting, Real Estate Economics, Accounting, Investments, Leadership, Asset Managment, Analysis, Portfolio Management, Corporate Finance, Credit, Asset Management, Real Estate, Private Equity, Executive Management, Financial Advisory, Insurance, Mergers & Acquisitions, Banking, Securities, Credit Analysis, Equities, Financial Planning
Education
The Ohio State University - The Max M. Fisher College of Business 2001 — 2003
Masters in Business Administration, Accounting, Marketing
Colgate University 1991 — 1995
Economics, Computer Science, Political Science
Rutheford B Hayes High School 1988 — 1991
Piper Jaffray May 2015 - Present
Friendship Village of Columbus February 2013 - Present
The Players Club April 2008 - Present
Robert W. Baird & Co. October 2012 - May 2015
Red Capital Group May 2010 - October 2012
Red Capital Group August 2007 - October 2010
OhioHealth 2005 - 2007
Forescore Golf 2003 - 2004
Ohio Wesleyan University January 2001 - June 2003
Stratera 2001 - 2003
Skills
Real Estate Financing, Strategic Financial..., Construction, Capital Markets, Debt Markets, Series 7, Budgets, Financial Structuring, Bond Markets, Investment Banking, Loans, Financial Analysis, Financial Modeling, Bonds, Finance, Due Diligence, Valuation, Commercial Lending, Financial Reporting, Financial Accounting, Real Estate Economics, Accounting, Investments, Leadership, Asset Managment, Analysis, Portfolio Management, Corporate Finance, Credit, Asset Management, Real Estate, Private Equity, Executive Management, Financial Advisory, Insurance, Mergers & Acquisitions, Banking, Securities, Credit Analysis, Equities, Financial Planning
Education
The Ohio State University - The Max M. Fisher College of Business 2001 — 2003
Masters in Business Administration, Accounting, Marketing
Colgate University 1991 — 1995
Economics, Computer Science, Political Science
Rutheford B Hayes High School 1988 — 1991
Warren Macey's Robert W. Baird & Co. Experience January 2015 - Present
Job Vice President, Business Process Engineering Manager at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. January 2015 - Present
Robert W. Baird October 2009 - January 2015
Autonomy July 2007 - October 2009
Imagine eDoc Solutions Inc. December 2006 - July 2007
Cardiff 2004 - 2006
Verity 2004 - 2006
Autonomy 2004 - 2006
Verity Canada Ltd 2004 - 2006
North Island College November 2003 - July 2004
InfoMed Development Corp July 2001 - July 2003
Skills
Enterprise Content..., Business Process, Business Process..., Business Process Mapping, Business Process Design, Business Process..., Business Process..., AIIM BPM Specialist, Oracle Java 7 Certified..., Java, JavaScript, JSP, Microsoft SQL Server, SOAP, XML, Web Services, LiquidOffice, TeleForm, SQL, Databases, Testing, Business Analysis, Software Development, Business Intelligence, SharePoint, Document Management, Teleform, Enterprise Software, Visio, Requirements Gathering, Integration, Troubleshooting, Process Improvement, Quality Assurance, Project Management, Agile Methodologies, SDLC, Enterprise Architecture, CRM, Agile Project Management
Education
North Island College 1999 — 2001
Computer Science
British Columbia Institute of Technology 1992 — 1993
Artificial Intelligence
University of Victoria 1990 — 1992
Computer Science and Technology
Robert W. Baird & Co. January 2015 - Present
Robert W. Baird October 2009 - January 2015
Autonomy July 2007 - October 2009
Imagine eDoc Solutions Inc. December 2006 - July 2007
Cardiff 2004 - 2006
Verity 2004 - 2006
Autonomy 2004 - 2006
Verity Canada Ltd 2004 - 2006
North Island College November 2003 - July 2004
InfoMed Development Corp July 2001 - July 2003
Skills
Enterprise Content..., Business Process, Business Process..., Business Process Mapping, Business Process Design, Business Process..., Business Process..., AIIM BPM Specialist, Oracle Java 7 Certified..., Java, JavaScript, JSP, Microsoft SQL Server, SOAP, XML, Web Services, LiquidOffice, TeleForm, SQL, Databases, Testing, Business Analysis, Software Development, Business Intelligence, SharePoint, Document Management, Teleform, Enterprise Software, Visio, Requirements Gathering, Integration, Troubleshooting, Process Improvement, Quality Assurance, Project Management, Agile Methodologies, SDLC, Enterprise Architecture, CRM, Agile Project Management
Education
North Island College 1999 — 2001
Computer Science
British Columbia Institute of Technology 1992 — 1993
Artificial Intelligence
University of Victoria 1990 — 1992
Computer Science and Technology
Troy Weis's Robert W. Baird & Co. Experience June 2010 - Present
Job
Industry Computer Software
Experience
Robert W. Baird & Co. June 2010 - Present
EMSystems May 2009 - June 2010
Agfa Healthcare November 2004 - May 2009
MDexchange April 1999 - October 2004
GE Medical Systems 1990 - 1999
Skills
DICOM, HL7, Requirements Analysis, Software Development, Requirements Gathering, SQL, Agile, Business Analysis, User Acceptance Testing, Agile Project Management, Agile Methodologies, Testing, Software Documentation, Integration, Management, Program Management, SDLC, Process Improvement, Visio, Analysis
Education
Carroll University 1985 — 1989
BS, Computer Science
Robert W. Baird & Co. June 2010 - Present
EMSystems May 2009 - June 2010
Agfa Healthcare November 2004 - May 2009
MDexchange April 1999 - October 2004
GE Medical Systems 1990 - 1999
Skills
DICOM, HL7, Requirements Analysis, Software Development, Requirements Gathering, SQL, Agile, Business Analysis, User Acceptance Testing, Agile Project Management, Agile Methodologies, Testing, Software Documentation, Integration, Management, Program Management, SDLC, Process Improvement, Visio, Analysis
Education
Carroll University 1985 — 1989
BS, Computer Science
Hill (Brady) Blackett's Robert W. Baird & Co. Experience July 2012 - Present
Job Investment Banking Associate at Robert W. Baird & Co.
Industry Investment Banking
Experience
Robert W. Baird & Co. July 2012 - Present
Robert W. Baird & Co. May 2011 - August 2011
PricewaterhouseCoopers September 2008 - September 2010
PricewaterhouseCoopers August 2005 - August 2008
Skills
Corporate Finance, Financial Analysis, Financial Modeling, Investment Banking, Valuation
Education
University of Notre Dame - Mendoza College of Business 2010 — 2012
MBA, Corporate Finance
Bucknell University 2001 — 2005
BSBA, Accounting
Robert W. Baird & Co. July 2012 - Present
Robert W. Baird & Co. May 2011 - August 2011
PricewaterhouseCoopers September 2008 - September 2010
PricewaterhouseCoopers August 2005 - August 2008
Skills
Corporate Finance, Financial Analysis, Financial Modeling, Investment Banking, Valuation
Education
University of Notre Dame - Mendoza College of Business 2010 — 2012
MBA, Corporate Finance
Bucknell University 2001 — 2005
BSBA, Accounting
Carissa Dove's Robert W. Baird & Co. Experience July 2012 - Present
Job Project Analyst, Robert W Baird
Industry Financial Services
Experience
Robert W. Baird & Co. July 2012 - Present
Jefferson Wells International July 2006 - July 2010
Education
Cardinal Stritch University 2006 — 2008
Master's Degree, Management
Marquette University 1999 — 2006
Bachelor of Science, Organization & Leadership
Robert W. Baird & Co. July 2012 - Present
Jefferson Wells International July 2006 - July 2010
Education
Cardinal Stritch University 2006 — 2008
Master's Degree, Management
Marquette University 1999 — 2006
Bachelor of Science, Organization & Leadership
Daniel Marquardt's Robert W. Baird & Co. Experience September 2010 - 2014
Job Entrepreneur & Olympic Hopeful
Industry Investment Management
Experience
Robert W. Baird & Co. September 2010 - 2014
Familian Wealth Services & Norman Communications July 2009 - August 2010
Reznick Group, P.C. February 2007 - July 2009
Committee on Finance, United States Senate April 2006 - June 2006
Stratus Insurance Services, Inc May 2005 - August 2005
U.S. Digital Television May 2004 - August 2004
Education
Brigham Young University 2004 — 2005
MS Accountancy, Tax
Brigham Young University 2001 — 2005
BS, Accountancy
Robert W. Baird & Co. September 2010 - 2014
Familian Wealth Services & Norman Communications July 2009 - August 2010
Reznick Group, P.C. February 2007 - July 2009
Committee on Finance, United States Senate April 2006 - June 2006
Stratus Insurance Services, Inc May 2005 - August 2005
U.S. Digital Television May 2004 - August 2004
Education
Brigham Young University 2004 — 2005
MS Accountancy, Tax
Brigham Young University 2001 — 2005
BS, Accountancy
Christine D. Lutz's Robert W. Baird & Co. Experience July 2013 - January 2014
Job Registered Client Associate Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC June 2015 - Present
LPL Financial Services January 2014 - January 2015
Robert W. Baird & Co. July 2013 - January 2014
SWS Financial Services August 2010 - July 2013
Southwest Securities November 2008 - July 2010
Veritude, A Fidelity Investments Company October 2006 - October 2008
Lighthouse Financial Services March 2004 - February 2006
Education
Pfeiffer University 1979 — 1983
Bachelor of Arts, Legal Services
Central Piedmont Community College 1977 — 1979
Associate in Applied Science, Paralegalism
Wells Fargo Advisors, LLC June 2015 - Present
LPL Financial Services January 2014 - January 2015
Robert W. Baird & Co. July 2013 - January 2014
SWS Financial Services August 2010 - July 2013
Southwest Securities November 2008 - July 2010
Veritude, A Fidelity Investments Company October 2006 - October 2008
Lighthouse Financial Services March 2004 - February 2006
Education
Pfeiffer University 1979 — 1983
Bachelor of Arts, Legal Services
Central Piedmont Community College 1977 — 1979
Associate in Applied Science, Paralegalism
Meredith Beckman's Robert W. Baird & Co. Experience May 1996 - May 1998
Job Pursue your passion, and the money will follow.
Industry Financial Services
Experience
Edward Jones October 2013 - Present
Agrace Hospice June 2013 - Present
Globe University October 2009 - March 2013
ICMA-RC October 2005 - January 2013
Nationwide Financial July 2002 - October 2005
Palmer Investment Group, LLC May 1999 - July 2002
Stifel Nicolaus May 1998 - May 1999
Robert W. Baird & Co. May 1996 - May 1998
Skills
Microsoft Office, Public Speaking, Non-profits, PowerPoint, Microsoft Excel, Microsoft Word, Career Development, Insurance, Financial Analysis, Editing, Customer Service, Training, Retirement Planning, Leadership, Coaching, Team Leadership, Teaching, Nonprofits, Research, Outlook
Education
Cardinal Stritch University 2002 — 2004
Masters of Science, Business Management
University of Wisconsin-Parkside 1991 — 1995
BA, Spanish & Humanities
Edward Jones October 2013 - Present
Agrace Hospice June 2013 - Present
Globe University October 2009 - March 2013
ICMA-RC October 2005 - January 2013
Nationwide Financial July 2002 - October 2005
Palmer Investment Group, LLC May 1999 - July 2002
Stifel Nicolaus May 1998 - May 1999
Robert W. Baird & Co. May 1996 - May 1998
Skills
Microsoft Office, Public Speaking, Non-profits, PowerPoint, Microsoft Excel, Microsoft Word, Career Development, Insurance, Financial Analysis, Editing, Customer Service, Training, Retirement Planning, Leadership, Coaching, Team Leadership, Teaching, Nonprofits, Research, Outlook
Education
Cardinal Stritch University 2002 — 2004
Masters of Science, Business Management
University of Wisconsin-Parkside 1991 — 1995
BA, Spanish & Humanities
Cynthia Semski's Robert W. Baird & Co. Experience September 2008 - Present
Job Financial Services Professional
Industry Financial Services
Experience
Robert W. Baird & Co. September 2008 - Present
AXA Equitable November 1997 - November 2003
Wisconsin Dental Association July 1995 - August 1997
Education
Cardinal Stritch University 1986 — 1991
Bachelor of Arts (B.A.), Public Communications
Robert W. Baird & Co. September 2008 - Present
AXA Equitable November 1997 - November 2003
Wisconsin Dental Association July 1995 - August 1997
Education
Cardinal Stritch University 1986 — 1991
Bachelor of Arts (B.A.), Public Communications
Juliette Sanders's Robert W. Baird & Co. Experience September 2007 - March 2009
Job General Ledger Conversion Analyst at Fiserv
Industry Financial Services
Experience
Fiserv March 2014 - Present
US Bancorp Fund Services August 2011 - March 2014
Milwaukee Public Schools September 2009 - September 2011
Robert W. Baird & Co. September 2007 - March 2009
Skills
Lotus Notes, Teamwork, Customer Service, Outlook, Financial Analysis, Accounting, Administrative..., Microsoft Office, Team Leadership, Performance Management, Leadership, Microsoft Excel, Analysis
Education
Cardinal Stritch University 2006 — 2008
Bachelor of Science, Management
Cardinal Stritch University 2001 — 2003
Associate of Science, Business
Messmer High School
Messmer High School
Fiserv March 2014 - Present
US Bancorp Fund Services August 2011 - March 2014
Milwaukee Public Schools September 2009 - September 2011
Robert W. Baird & Co. September 2007 - March 2009
Skills
Lotus Notes, Teamwork, Customer Service, Outlook, Financial Analysis, Accounting, Administrative..., Microsoft Office, Team Leadership, Performance Management, Leadership, Microsoft Excel, Analysis
Education
Cardinal Stritch University 2006 — 2008
Bachelor of Science, Management
Cardinal Stritch University 2001 — 2003
Associate of Science, Business
Messmer High School
Messmer High School
Armando Cruz's Robert W. Baird & Co. Experience June 2014 - Present
Job Financial Professional
Industry Financial Services
Experience
Robert W. Baird & Co. June 2014 - Present
McAdams Wright Ragen 2014 - June 2015
Merrill Lynch March 2012 - May 2013
Wells Fargo Advisors January 2007 - March 2012
Wells Fargo April 2004 - December 2006
Wells Fargo Investments December 2000 - March 2004
Wells Fargo Investments January 1997 - December 2000
Skills
Securities, Investments, Portfolio Management, Fixed Income, Equities, Asset Allocation, Series 7, Trading, Microsoft Excel, Bonds, Financial Markets, Financial Planning, Analysis, Wealth Management, Financial Analysis, Series 63, Finance, Retirement Planning, Risk Management, Options, Alternative Investments, Investment Management, Financial Services, Financial Reporting, Structured Products, Relationship Management, Series 65, ETFs, Wealth Management..., Financial Modeling, High Net Worth..., Bloomberg, Financial Accounting, Financial Advisory, Asset Management, Cash Management, Valuation, Mutual Funds, Banking, FINRA, Investment Advisory, Uniform Combined State..., Trading Systems, Investment Strategies, 401k, Retirement, Private Banking, Separately Managed..., Insurance, Fixed Annuities
Education
California State University-Bakersfield 1988 — 1993
B.S., Business Administration (Finance)
Robert W. Baird & Co. June 2014 - Present
McAdams Wright Ragen 2014 - June 2015
Merrill Lynch March 2012 - May 2013
Wells Fargo Advisors January 2007 - March 2012
Wells Fargo April 2004 - December 2006
Wells Fargo Investments December 2000 - March 2004
Wells Fargo Investments January 1997 - December 2000
Skills
Securities, Investments, Portfolio Management, Fixed Income, Equities, Asset Allocation, Series 7, Trading, Microsoft Excel, Bonds, Financial Markets, Financial Planning, Analysis, Wealth Management, Financial Analysis, Series 63, Finance, Retirement Planning, Risk Management, Options, Alternative Investments, Investment Management, Financial Services, Financial Reporting, Structured Products, Relationship Management, Series 65, ETFs, Wealth Management..., Financial Modeling, High Net Worth..., Bloomberg, Financial Accounting, Financial Advisory, Asset Management, Cash Management, Valuation, Mutual Funds, Banking, FINRA, Investment Advisory, Uniform Combined State..., Trading Systems, Investment Strategies, 401k, Retirement, Private Banking, Separately Managed..., Insurance, Fixed Annuities
Education
California State University-Bakersfield 1988 — 1993
B.S., Business Administration (Finance)
Bryan Steele's Robert W. Baird & Co. Experience April 2010 - February 2013
Job Senior Structured Product Trader at Standish Mellon Asset Management
Industry Financial Services
Experience
Standish Mellon Asset Management November 2013 - Present
CastleOak Securities, L.P. July 2013 - October 2013
Direct Access Partners February 2013 - May 2013
Robert W. Baird & Co. April 2010 - February 2013
BNY Mellon Cash Investment Strategies March 2007 - May 2010
Standish Mellon Asset Management April 2007 - December 2008
BNY Mellon 2005 - 2007
Skills
Fixed Income, Bloomberg, Portfolio Management, Asset Managment, Bonds, Capital Markets, Investments, Investment Management, Structured Finance, Financial Modeling, Series 7, Asset Management, Asset Allocation, Securities, Structured Products
Education
Carnegie Mellon University - Tepper School of Business 2003 — 2005
Master of Business Administration (MBA), Accounting and Finance
Muhlenberg College 1996 — 2000
Bachelors, Finance
Standish Mellon Asset Management November 2013 - Present
CastleOak Securities, L.P. July 2013 - October 2013
Direct Access Partners February 2013 - May 2013
Robert W. Baird & Co. April 2010 - February 2013
BNY Mellon Cash Investment Strategies March 2007 - May 2010
Standish Mellon Asset Management April 2007 - December 2008
BNY Mellon 2005 - 2007
Skills
Fixed Income, Bloomberg, Portfolio Management, Asset Managment, Bonds, Capital Markets, Investments, Investment Management, Structured Finance, Financial Modeling, Series 7, Asset Management, Asset Allocation, Securities, Structured Products
Education
Carnegie Mellon University - Tepper School of Business 2003 — 2005
Master of Business Administration (MBA), Accounting and Finance
Muhlenberg College 1996 — 2000
Bachelors, Finance
Joe Wankowski's Robert W. Baird & Co. Experience May 1999 - November 2002
Job Project Manager at Northwestern Mutual
Industry Information Technology and Services
Experience
Northwestern Mutual April 2006 - Present
Aurora Health Care May 2003 - April 2006
Robert W. Baird & Co. May 1999 - November 2002
Manpower Inc. May 1997 - March 1999
Education
Keller Graduate School of Management of DeVry University 1996 — 2000
MBA, Information Systems
Carroll University 1987 — 1992
BS, Finance, Human Resources Management
Northwestern Mutual April 2006 - Present
Aurora Health Care May 2003 - April 2006
Robert W. Baird & Co. May 1999 - November 2002
Manpower Inc. May 1997 - March 1999
Education
Keller Graduate School of Management of DeVry University 1996 — 2000
MBA, Information Systems
Carroll University 1987 — 1992
BS, Finance, Human Resources Management
Steven Lange's Robert W. Baird & Co. Experience June 2012 - July 2013
Job Certified Nursing Assistant Cardiac Intensive Care at Sacred Heart Hospital Eau Claire
Industry Medical Practice
Experience
Sacred Heart Hospital Eau Claire June 2014 - Present
Boy Scouts of America March 2014 - Present
Beaver Creek Reserve January 2014 - Present
Sacred Heart Hospital Eau Claire October 2013 - Present
brightpeak financial October 2013 - February 2015
Syverson Lutheran Home December 2013 - September 2014
Grace Lutheran Foundation October 2013 - November 2013
Robert W. Baird & Co. June 2012 - July 2013
UBS Investment Bank September 2009 - June 2012
Stark Investments August 2007 - September 2009
Skills
Derivatives, Securities Lending, ETFs, Equity Trading, Equities, Series 7, Options, Equity Swaps, Investments, Series 63, Bloomberg, Securities, Prime Brokerage, Financial Advisory, Futures Trading, Delta One, Cpr Certified, Nursing Homes, CNAS, Geriatric Nursing, Hedge Funds, Trading, Fixed Income, Capital Markets, Finance, Investment Banking, CNA, Nursing Care, Quality Patient Care, Alternative Investments, Financial Modeling, Asset Management, Risk Management
Education
University of Wisconsin-Madison 2015 — 2018
Master's Degree, Physician Assistant
The University of Chicago 2001 — 2005
BA, Biological Sciences and Economics
Chippewa Valley Technical College
Nursing
University of Wisconsin-Eau Claire 1999 — 2001
Special Student Undergraduate
University of Wisconsin-Stevens Point 2003 — 2003
German Language and Literature
Eau Claire Memorial High School 1997 — 2001
High School
Manz 1987 — 1992
Sacred Heart Hospital Eau Claire June 2014 - Present
Boy Scouts of America March 2014 - Present
Beaver Creek Reserve January 2014 - Present
Sacred Heart Hospital Eau Claire October 2013 - Present
brightpeak financial October 2013 - February 2015
Syverson Lutheran Home December 2013 - September 2014
Grace Lutheran Foundation October 2013 - November 2013
Robert W. Baird & Co. June 2012 - July 2013
UBS Investment Bank September 2009 - June 2012
Stark Investments August 2007 - September 2009
Skills
Derivatives, Securities Lending, ETFs, Equity Trading, Equities, Series 7, Options, Equity Swaps, Investments, Series 63, Bloomberg, Securities, Prime Brokerage, Financial Advisory, Futures Trading, Delta One, Cpr Certified, Nursing Homes, CNAS, Geriatric Nursing, Hedge Funds, Trading, Fixed Income, Capital Markets, Finance, Investment Banking, CNA, Nursing Care, Quality Patient Care, Alternative Investments, Financial Modeling, Asset Management, Risk Management
Education
University of Wisconsin-Madison 2015 — 2018
Master's Degree, Physician Assistant
The University of Chicago 2001 — 2005
BA, Biological Sciences and Economics
Chippewa Valley Technical College
Nursing
University of Wisconsin-Eau Claire 1999 — 2001
Special Student Undergraduate
University of Wisconsin-Stevens Point 2003 — 2003
German Language and Literature
Eau Claire Memorial High School 1997 — 2001
High School
Manz 1987 — 1992
Suzanne Christian's Robert W. Baird & Co. Experience June 2014 - Present
Job Client Relationship Associate at Robert W. Baird & Co.
Industry Retail
Experience
Robert W. Baird & Co. June 2014 - Present
Skills
Computer Hardware, Technical Support, Software Installation, Hardware, Help Desk Support, Laptops, Printers, Information Technology, Blackberry, Cashiering, Customer Service, Time Management, Data Entry, Retail, Telephone Skills
Education
Central Piedmont Community College 2012 — 2013
Milwaukee Area Technical College 2002 — 2004
University of Wisconsin-Eau Claire 1995 — 1997
MS
University of Minnesota-Duluth 1992 — 1995
Robert W. Baird & Co. June 2014 - Present
Skills
Computer Hardware, Technical Support, Software Installation, Hardware, Help Desk Support, Laptops, Printers, Information Technology, Blackberry, Cashiering, Customer Service, Time Management, Data Entry, Retail, Telephone Skills
Education
Central Piedmont Community College 2012 — 2013
Milwaukee Area Technical College 2002 — 2004
University of Wisconsin-Eau Claire 1995 — 1997
MS
University of Minnesota-Duluth 1992 — 1995
Means Carroll's Robert W. Baird & Co. Experience May 1998 - January 2002
Job Senior Training Specialist at Northwestern Mutual
Industry Insurance
Experience
Northwestern Mutual January 2002 - Present
Robert W. Baird & Co. May 1998 - January 2002
Education
Cardinal Stritch University
Master of Science in Management
Cardinal Stritch University
Human Resource Management
Northwestern Mutual January 2002 - Present
Robert W. Baird & Co. May 1998 - January 2002
Education
Cardinal Stritch University
Master of Science in Management
Cardinal Stritch University
Human Resource Management
Maria Watts's Robert W. Baird & Co. Experience January 2014 - Present
Job Director at Robert W. Baird & Co.
Industry Investment Banking
Experience
Robert W. Baird & Co. January 2014 - Present
Robert W. Baird & Co. January 2011 - December 2013
Robert W. Baird & Co. August 2009 - January 2011
P&M Corporate Finance August 2008 - August 2009
Farlie Turner & Co. July 2006 - June 2008
Stephens Inc. July 2004 - June 2006
Skills
Finance, Financial Modeling, Valuation, Investment Banking, Due Diligence, Mergers & Acquisitions, Equities, Business Strategy, Corporate Finance, Strategy, Private Equity, Competitive Analysis, Financial Analysis, Analysis, Leveraged Finance
Education
Northwestern University - Kellogg School of Management 2009 — 2011
Master of Business Administration (MBA), Strategy and Management
Centenary College of Louisiana 2000 — 2003
BS, Business and Spanish
Cretin-Derham Hall 1996 — 2000
Robert W. Baird & Co. January 2014 - Present
Robert W. Baird & Co. January 2011 - December 2013
Robert W. Baird & Co. August 2009 - January 2011
P&M Corporate Finance August 2008 - August 2009
Farlie Turner & Co. July 2006 - June 2008
Stephens Inc. July 2004 - June 2006
Skills
Finance, Financial Modeling, Valuation, Investment Banking, Due Diligence, Mergers & Acquisitions, Equities, Business Strategy, Corporate Finance, Strategy, Private Equity, Competitive Analysis, Financial Analysis, Analysis, Leveraged Finance
Education
Northwestern University - Kellogg School of Management 2009 — 2011
Master of Business Administration (MBA), Strategy and Management
Centenary College of Louisiana 2000 — 2003
BS, Business and Spanish
Cretin-Derham Hall 1996 — 2000
Ashley Leckwee's Robert W. Baird & Co. Experience March 2011 - November 2011
Job Staff Auditor at U.S. Bank
Industry Accounting
Experience
U.S. Bank August 2014 - Present
Johnson Controls February 2013 - August 2014
Johnson Controls January 2012 - January 2013
Robert W. Baird & Co. March 2011 - November 2011
Marshall & Ilsley Corporation June 2010 - March 2011
Brady Corporation December 2008 - June 2010
Kwik Trip July 2005 - April 2009
Milwaukee Bucks November 2008 - March 2009
Gander Mountain March 2002 - November 2006
Skills
Accounts Receivable, Accounting, General Ledger, Auditing, Time Management, SAP, Finance, Internal Controls, Account Reconciliation, Budgets
Education
Cardinal Stritch University 2010 — 2013
MBA
University of Wisconsin-Milwaukee 2005 — 2010
BBA, Marketing and Accounting
U.S. Bank August 2014 - Present
Johnson Controls February 2013 - August 2014
Johnson Controls January 2012 - January 2013
Robert W. Baird & Co. March 2011 - November 2011
Marshall & Ilsley Corporation June 2010 - March 2011
Brady Corporation December 2008 - June 2010
Kwik Trip July 2005 - April 2009
Milwaukee Bucks November 2008 - March 2009
Gander Mountain March 2002 - November 2006
Skills
Accounts Receivable, Accounting, General Ledger, Auditing, Time Management, SAP, Finance, Internal Controls, Account Reconciliation, Budgets
Education
Cardinal Stritch University 2010 — 2013
MBA
University of Wisconsin-Milwaukee 2005 — 2010
BBA, Marketing and Accounting
Alissa Moore's Robert W. Baird & Co. Experience April 2015 - Present
Job Client Assistant at Robert W. Baird & Co.
Industry Banking
Experience
Robert W. Baird & Co. April 2015 - Present
Waukesha State Bank December 2009 - Present
Waukesha State Bank January 2014 - April 2015
Waukesha State Bank December 2006 - January 2010
Skills
Commercial Banking, SBA, Banking, Lines Of Credit, Commercial Lending, Loans, Credit, Credit Analysis, Small Business Lending, Consumer Lending, Refinance, Retail Banking
Education
Carroll University 2004 — 2008
BS, Health Science
University of Wisconsin-La Crosse 1998 — 2003
Waukesha West High School
Robert W. Baird & Co. April 2015 - Present
Waukesha State Bank December 2009 - Present
Waukesha State Bank January 2014 - April 2015
Waukesha State Bank December 2006 - January 2010
Skills
Commercial Banking, SBA, Banking, Lines Of Credit, Commercial Lending, Loans, Credit, Credit Analysis, Small Business Lending, Consumer Lending, Refinance, Retail Banking
Education
Carroll University 2004 — 2008
BS, Health Science
University of Wisconsin-La Crosse 1998 — 2003
Waukesha West High School
Erika Redlinger's Robert W. Baird & Co. Experience March 2001 - October 2005
Job Marketing Communications Specialist
Industry Marketing and Advertising
Experience
ABB August 2012 - Present
Rockwell Automation October 2005 - September 2012
Robert W. Baird & Co. March 2001 - October 2005
Skills
InDesign, Photoshop, Microsoft Office, Customer Service, Adobe, Illustrator, Proposal Writing, Publication Development, Trade Shows, Automation, Marketing Communications, Product Literature, Advertising, Competitive Analysis, Cross-functional Team..., Email Marketing, Event Management, Internal Communications, Event Planning, Key Account Management, Marketing, Marketing Management, Marketing Strategy, New Business Development, Process Automation, Product Development, Product Launch, Product Management, Product Marketing, Project Management, Social Media Marketing
Education
Cardinal Stritch University 2009 — 2011
Masters, Business Admin. and Management
University of Wisconsin-Milwaukee - School of Business Administration 1999 — 2001
Batchelors, Marketing and Economics
ABB August 2012 - Present
Rockwell Automation October 2005 - September 2012
Robert W. Baird & Co. March 2001 - October 2005
Skills
InDesign, Photoshop, Microsoft Office, Customer Service, Adobe, Illustrator, Proposal Writing, Publication Development, Trade Shows, Automation, Marketing Communications, Product Literature, Advertising, Competitive Analysis, Cross-functional Team..., Email Marketing, Event Management, Internal Communications, Event Planning, Key Account Management, Marketing, Marketing Management, Marketing Strategy, New Business Development, Process Automation, Product Development, Product Launch, Product Management, Product Marketing, Project Management, Social Media Marketing
Education
Cardinal Stritch University 2009 — 2011
Masters, Business Admin. and Management
University of Wisconsin-Milwaukee - School of Business Administration 1999 — 2001
Batchelors, Marketing and Economics
Kelly Benzschawel's Robert W. Baird & Co. Experience June 2010 - January 2015
Job Instructional Designer at Hilliard Lyons
Industry Financial Services
Experience
Hilliard Lyons April 2015 - Present
QSR Automations February 2015 - April 2015
Robert W. Baird & Co. June 2010 - January 2015
Medical College of Wisconsin July 2009 - June 2010
Robert W. Baird December 2006 - May 2009
Relevant Radio January 2005 - October 2006
Carson Pirie Scott & Co May 2003 - January 2005
AIDS Resource Center of Wisconsin 2003 - 2003
Skills
Program Management, Process Improvement, Nonprofits, Training, Customer Service, PowerPoint, Coaching, Microsoft Office, Non-profits, Event Planning, Microsoft Word, Advertising, Outlook, Project Management, Public Speaking, Onboarding, Needs Analysis, Adult Learning Theory, CBT, Information Technology..., Technical Writing, Communication, Change Management, Curriculum Development, Task Analysis, Meeting Planning, Blended Learning, Competency Based..., Goal Setting, Team Building, Leadership
Education
University of Wisconsin-Stout 2010 — 2012
Masters of Science, Training and Development
Carroll University 1999 — 2003
B.A., English, Business
Hilliard Lyons April 2015 - Present
QSR Automations February 2015 - April 2015
Robert W. Baird & Co. June 2010 - January 2015
Medical College of Wisconsin July 2009 - June 2010
Robert W. Baird December 2006 - May 2009
Relevant Radio January 2005 - October 2006
Carson Pirie Scott & Co May 2003 - January 2005
AIDS Resource Center of Wisconsin 2003 - 2003
Skills
Program Management, Process Improvement, Nonprofits, Training, Customer Service, PowerPoint, Coaching, Microsoft Office, Non-profits, Event Planning, Microsoft Word, Advertising, Outlook, Project Management, Public Speaking, Onboarding, Needs Analysis, Adult Learning Theory, CBT, Information Technology..., Technical Writing, Communication, Change Management, Curriculum Development, Task Analysis, Meeting Planning, Blended Learning, Competency Based..., Goal Setting, Team Building, Leadership
Education
University of Wisconsin-Stout 2010 — 2012
Masters of Science, Training and Development
Carroll University 1999 — 2003
B.A., English, Business
Kathy Cobb's Robert W. Baird & Co. Experience October 2013 - Present
Job Business Development Associate at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. October 2013 - Present
Robert W. Baird & Co. January 2011 - October 2013
UBS Financial Services, Inc. September 2005 - January 2011
Piper Jaffray & Co December 2003 - September 2005
Strong Capital Management, Inc May 2000 - May 2003
Skills
Strategic Planning, Strategy, Financial Reporting, Recruiting, Investments
Education
Cardinal Stritch University 2009 — 2011
Master of Science in Management, Business
University of Wisconsin-Milwaukee 1999 — 2003
BBA, Finance
Robert W. Baird & Co. October 2013 - Present
Robert W. Baird & Co. January 2011 - October 2013
UBS Financial Services, Inc. September 2005 - January 2011
Piper Jaffray & Co December 2003 - September 2005
Strong Capital Management, Inc May 2000 - May 2003
Skills
Strategic Planning, Strategy, Financial Reporting, Recruiting, Investments
Education
Cardinal Stritch University 2009 — 2011
Master of Science in Management, Business
University of Wisconsin-Milwaukee 1999 — 2003
BBA, Finance
Annie Choi's Robert W. Baird & Co. Experience June 2015 - Present
Job Robert W. Baird Industrials
Industry Investment Banking
Experience
Robert W. Baird & Co. June 2015 - Present
BMO Capital Markets March 2013 - Present
LivingSocial October 2011 - February 2013
Los Angeles Sparks February 2011 - September 2011
Los Angeles Clippers June 2010 - February 2011
California State Polytechnic University, Pomona January 2008 - June 2010
Skills
Public Relations, Social Media Marketing, Social Media, Event Planning, PowerPoint, Marketing, Leadership, Social Networking, Customer Service, Salesforce.com, Email Marketing, Sports Marketing, Teamwork, Marketing Communications, Event Management, Management, Microsoft Office, Sales, Marketing Strategy, Advertising, Online Advertising, Time Management
Education
California State Polytechnic University-Pomona 2004 — 2010
Business Administration, Sports and Entertainment Marketing Management
Robert W. Baird & Co. June 2015 - Present
BMO Capital Markets March 2013 - Present
LivingSocial October 2011 - February 2013
Los Angeles Sparks February 2011 - September 2011
Los Angeles Clippers June 2010 - February 2011
California State Polytechnic University, Pomona January 2008 - June 2010
Skills
Public Relations, Social Media Marketing, Social Media, Event Planning, PowerPoint, Marketing, Leadership, Social Networking, Customer Service, Salesforce.com, Email Marketing, Sports Marketing, Teamwork, Marketing Communications, Event Management, Management, Microsoft Office, Sales, Marketing Strategy, Advertising, Online Advertising, Time Management
Education
California State Polytechnic University-Pomona 2004 — 2010
Business Administration, Sports and Entertainment Marketing Management
Andi Jones's Robert W. Baird & Co. Experience July 2010 - July 2011
Job Corporate Strategy MBA Intern at Nike
Industry Management Consulting
Experience
Nike June 2015 - Present
A.T. Kearney November 2013 - August 2014
A.T. Kearney July 2012 - October 2013
A.T. Kearney August 2011 - June 2012
Robert W. Baird & Co. July 2010 - July 2011
Chicago Alternative Investment Partners June 2009 - August 2009
Skills
Financial Modeling, Valuation, Corporate Finance, Due Diligence, Market Research, Financial Analysis, Investment Banking, Private Equity, Management Consulting, Mergers & Acquisitions, Finance, Strategy, Business Analysis
Education
Northwestern University - Kellogg School of Management 2014 — 2016
Master of Business Administration (M.B.A.), Finance, Marketing
Colgate University 2006 — 2010
BA, Economics
Nike June 2015 - Present
A.T. Kearney November 2013 - August 2014
A.T. Kearney July 2012 - October 2013
A.T. Kearney August 2011 - June 2012
Robert W. Baird & Co. July 2010 - July 2011
Chicago Alternative Investment Partners June 2009 - August 2009
Skills
Financial Modeling, Valuation, Corporate Finance, Due Diligence, Market Research, Financial Analysis, Investment Banking, Private Equity, Management Consulting, Mergers & Acquisitions, Finance, Strategy, Business Analysis
Education
Northwestern University - Kellogg School of Management 2014 — 2016
Master of Business Administration (M.B.A.), Finance, Marketing
Colgate University 2006 — 2010
BA, Economics
Louisa Andress's Robert W. Baird & Co. Experience January 1995 - January 1998
Job Contract Attorney
Industry Law Practice
Experience
Kelly Services 2007 - 2012
Business Intelligence Associates, Inc. (BIA) December 2008 - March 2010
Paine Webber January 1998 - April 2000
Robert W. Baird & Co. January 1995 - January 1998
Education
Brigham Young University
French
Calvin College
B.A., French
Michigan State University College of Law
J.D.
Kelly Services 2007 - 2012
Business Intelligence Associates, Inc. (BIA) December 2008 - March 2010
Paine Webber January 1998 - April 2000
Robert W. Baird & Co. January 1995 - January 1998
Education
Brigham Young University
French
Calvin College
B.A., French
Michigan State University College of Law
J.D.
Madonna Johnson's Robert W. Baird & Co. Experience August 2010 - Present
Job Transition Team Specialist
Industry Financial Services
Experience
Robert W. Baird & Co. August 2010 - Present
Morgan Stanley Smith Barney June 1986 - January 2010
Skills
Series 7, Series 63, Series 65, Series 8, Series 3
Education
Canisius College 1977 — 1981
B.S., Accounting
Robert W. Baird & Co. August 2010 - Present
Morgan Stanley Smith Barney June 1986 - January 2010
Skills
Series 7, Series 63, Series 65, Series 8, Series 3
Education
Canisius College 1977 — 1981
B.S., Accounting
Sheila Casey, PHR's Robert W. Baird & Co. Experience January 2014 - July 2014
Job Sr. HR Business Partner at The Bartolotta Restaurants
Industry Information Technology and Services
Experience
Argon Industries, Inc. July 2014 - April 2015
Robert W. Baird & Co. January 2014 - July 2014
NRC 2013 - 2014
Rock Transfer & Storage, Inc. October 2008 - May 2013
Stark Investments June 2008 - September 2008
Milwaukee County Board of Supervisors May 1991 - September 2000
Skills
EEO, HRIS, Open Enrollment, Employee Recognition, ADP Payroll, Benefits Management, HR Metrics, FLSA, Employee Handbooks, HR Policies, SuccessFactors, Workforce Planning, Employee Engagement, Interviews, SHRM, Job Descriptions, Leave Administration, Employee Orientations, EEOC, COBRA, Job Analysis, Hiring, Employment Law..., Union Avoidance, HRIS Database Management, Compensation & Benefit, Affirmative Action, Workers Compensation, Payroll, Compensation Structures, Management, Human Resources, Employment Law, Temporary Placement, PeopleSoft, Personnel Management, Permanent Placement, Strategic HR, Contract Recruitment, Temporary Staffing, Conflict Resolution, Screening, Staffing Services, Exit Interviews, Performance Appraisal, HR Consulting, Screening Resumes, Internet Recruiting, Training, Resume Writing
Education
Cardinal Stritch University
Bachelor of Science (BS), Business Administration
St. Roberts
University of Wisconsin- Madison
Argon Industries, Inc. July 2014 - April 2015
Robert W. Baird & Co. January 2014 - July 2014
NRC 2013 - 2014
Rock Transfer & Storage, Inc. October 2008 - May 2013
Stark Investments June 2008 - September 2008
Milwaukee County Board of Supervisors May 1991 - September 2000
Skills
EEO, HRIS, Open Enrollment, Employee Recognition, ADP Payroll, Benefits Management, HR Metrics, FLSA, Employee Handbooks, HR Policies, SuccessFactors, Workforce Planning, Employee Engagement, Interviews, SHRM, Job Descriptions, Leave Administration, Employee Orientations, EEOC, COBRA, Job Analysis, Hiring, Employment Law..., Union Avoidance, HRIS Database Management, Compensation & Benefit, Affirmative Action, Workers Compensation, Payroll, Compensation Structures, Management, Human Resources, Employment Law, Temporary Placement, PeopleSoft, Personnel Management, Permanent Placement, Strategic HR, Contract Recruitment, Temporary Staffing, Conflict Resolution, Screening, Staffing Services, Exit Interviews, Performance Appraisal, HR Consulting, Screening Resumes, Internet Recruiting, Training, Resume Writing
Education
Cardinal Stritch University
Bachelor of Science (BS), Business Administration
St. Roberts
University of Wisconsin- Madison
Brian Voight's Robert W. Baird & Co. Experience July 2008 - August 2010
Job Regional Director at Skylight Healthcare Systems
Industry Hospital & Health Care
Experience
Skylight Healthcare Systems April 2015 - Present
Sandlot Solutions December 2013 - April 2015
CPM HealthGrades January 2011 - November 2013
Robert W. Baird & Co. July 2008 - August 2010
AstraZeneca July 2001 - June 2008
Skills
Marketing Strategy, Marketing, New Business Development, Account Management, Strategy, Salesforce.com, Business Development, Direct Marketing, Competitive Analysis, Strategic Planning
Education
Marquette University 2005 — 2009
MBA, Masters Business
Coe College
Bachelor of Arts (BA), Economics & Business
Skylight Healthcare Systems April 2015 - Present
Sandlot Solutions December 2013 - April 2015
CPM HealthGrades January 2011 - November 2013
Robert W. Baird & Co. July 2008 - August 2010
AstraZeneca July 2001 - June 2008
Skills
Marketing Strategy, Marketing, New Business Development, Account Management, Strategy, Salesforce.com, Business Development, Direct Marketing, Competitive Analysis, Strategic Planning
Education
Marquette University 2005 — 2009
MBA, Masters Business
Coe College
Bachelor of Arts (BA), Economics & Business
Cherie Scott's Robert W. Baird & Co. Experience June 2001 - Present
Job Client Releationship Specialist at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. June 2001 - Present
Skills
Microsoft Excel, Customer Service, Outlook, Event Planning, Microsoft Office, Series 7, Coaching, Public Speaking, Microsoft Word, Team Building, Budgets
Education
Brigham Young University
BA Music Ed, Music Education
Robert W. Baird & Co. June 2001 - Present
Skills
Microsoft Excel, Customer Service, Outlook, Event Planning, Microsoft Office, Series 7, Coaching, Public Speaking, Microsoft Word, Team Building, Budgets
Education
Brigham Young University
BA Music Ed, Music Education
Chad Giese's Robert W. Baird & Co. Experience March 2014 - Present
Job Data Integration Analyst at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. March 2014 - Present
Robert W. Baird & Co. July 2007 - March 2014
Robert W. Baird & Co. August 2000 - July 2007
Runzheimer International June 1998 - August 2000
Skills
Bloomberg, Asset Allocation, Equities, Investments, Mutual Funds, VBA, Financial Modeling, Portfolio Management, Securities, Alternative Investments, Strategic Financial..., Financial Analysis, Fixed Income, Wealth Management, Investment Advisory, Financial Services, Investment Strategies, Asset Management, Series 7, Series 63, Hedge Funds, FINRA, Uniform Combined State..., Retirement Planning, Financial Advisory
Education
Concordia University-Wisconsin 2003 — 2007
MBA - Finance, MBA - Finance
Carthage College 1994 — 1998
Bachelor of Arts, Mathematics
Robert W. Baird & Co. March 2014 - Present
Robert W. Baird & Co. July 2007 - March 2014
Robert W. Baird & Co. August 2000 - July 2007
Runzheimer International June 1998 - August 2000
Skills
Bloomberg, Asset Allocation, Equities, Investments, Mutual Funds, VBA, Financial Modeling, Portfolio Management, Securities, Alternative Investments, Strategic Financial..., Financial Analysis, Fixed Income, Wealth Management, Investment Advisory, Financial Services, Investment Strategies, Asset Management, Series 7, Series 63, Hedge Funds, FINRA, Uniform Combined State..., Retirement Planning, Financial Advisory
Education
Concordia University-Wisconsin 2003 — 2007
MBA - Finance, MBA - Finance
Carthage College 1994 — 1998
Bachelor of Arts, Mathematics
Megan Geisen's Robert W. Baird & Co. Experience April 2012 - April 2013
Job Systems Integration Consulting Sr. Analyst at Accenture
Industry Information Technology and Services
Experience
Accenture August 2013 - Present
Robert W. Baird & Co. April 2012 - April 2013
Marquette University- Office of Undergraduate Admissions March 2010 - April 2013
Rockwell Automation January 2011 - September 2011
Skills
Social Media, Analysis, Customer Service, Project Planning, Recruiting, Salesforce.com, Integration, Marketing, Business Analysis, PowerPoint, Microsoft Office
Education
Marquette University 2009 — 2013
Bachelor of Science, Business Administration; Information Technology, Marketing
City University London 2011 — 2011
Marquette University Study Abroad Program
Maple Grove Senior High School 2007 — 2009
Accenture August 2013 - Present
Robert W. Baird & Co. April 2012 - April 2013
Marquette University- Office of Undergraduate Admissions March 2010 - April 2013
Rockwell Automation January 2011 - September 2011
Skills
Social Media, Analysis, Customer Service, Project Planning, Recruiting, Salesforce.com, Integration, Marketing, Business Analysis, PowerPoint, Microsoft Office
Education
Marquette University 2009 — 2013
Bachelor of Science, Business Administration; Information Technology, Marketing
City University London 2011 — 2011
Marquette University Study Abroad Program
Maple Grove Senior High School 2007 — 2009
Jeanette Stipanovich's Robert W. Baird & Co. Experience November 2008 - August 2012
Job Implementation Manager at Certent, Inc.
Industry Financial Services
Experience
Certent, Inc. October 2014 - Present
Certent 2014 - Present
Robert W. Baird & Co. November 2008 - August 2012
Asset Preservation, Inc. May 2002 - June 2006
Future US July 1998 - June 2000
Everen Securities (prev Kemper Securities, Inc) 1994 - 1998
Skills
Business Development, Project Management, Financial Analysis, Marketing, Sales, Contract Negotiation, Customer Service, Operations Management, Sales Operations, Real Estate, Salesforce.com, Leadership, Strategic Planning, New Business Development, Sales Management, Outlook, Customer Satisfaction, Marketing Strategy, Business Planning, Budgets, Financial Reporting, Series 7, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Human Resources
Education
CSU Sacramento 1988 — 1993
Bachelor of Science (B.S.), Organizational Communications
Certent, Inc. October 2014 - Present
Certent 2014 - Present
Robert W. Baird & Co. November 2008 - August 2012
Asset Preservation, Inc. May 2002 - June 2006
Future US July 1998 - June 2000
Everen Securities (prev Kemper Securities, Inc) 1994 - 1998
Skills
Business Development, Project Management, Financial Analysis, Marketing, Sales, Contract Negotiation, Customer Service, Operations Management, Sales Operations, Real Estate, Salesforce.com, Leadership, Strategic Planning, New Business Development, Sales Management, Outlook, Customer Satisfaction, Marketing Strategy, Business Planning, Budgets, Financial Reporting, Series 7, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Human Resources
Education
CSU Sacramento 1988 — 1993
Bachelor of Science (B.S.), Organizational Communications
Thomas Nute's Robert W. Baird & Co. Experience June 2007 - August 2007
Job Community Employment Specialist at Countryside Association for People with Disabilities
Industry Civic & Social Organization
Experience
Countryside Association for People with Disabilities June 2015 - Present
Heil, Heil, Smart and Golee September 2011 - May 2015
City of Evanston June 2008 - September 2011
Robert W. Baird & Co. June 2007 - August 2007
Skills
Property Management, Contract Negotiation, Customer Service, Leadership, Management, Sales
Education
Carroll College
Carthage College
Business Administration and Management, General
Countryside Association for People with Disabilities June 2015 - Present
Heil, Heil, Smart and Golee September 2011 - May 2015
City of Evanston June 2008 - September 2011
Robert W. Baird & Co. June 2007 - August 2007
Skills
Property Management, Contract Negotiation, Customer Service, Leadership, Management, Sales
Education
Carroll College
Carthage College
Business Administration and Management, General
Carroll Means's Robert W. Baird & Co. Experience May 1998 - January 2002
Job Insurance Representative at Aflac
Industry Financial Services
Experience
Aflac November 2012 - Present
Northwestern Mutual 2002 - 2012
Robert W. Baird & Co. May 1998 - January 2002
First Bank May 1990 - May 1998
Skills
Negotiations, Leadership, Motivation, Relationship Management, Client-centric, Customer-focused Service, Project Management, Operations Management, Change Management, Training Facilitation, Development Coaching, Employee Benefits, Insurance, Disability Insurance
Education
Cardinal Stritch University 2001 — 2003
Master of Science in Management
Cardinal Stritch University 1998 — 2001
Bachelors of Science in Business Administration
Cardinal Stritch University 1998 — 2001
Certificate in Human Resource Management
Aflac November 2012 - Present
Northwestern Mutual 2002 - 2012
Robert W. Baird & Co. May 1998 - January 2002
First Bank May 1990 - May 1998
Skills
Negotiations, Leadership, Motivation, Relationship Management, Client-centric, Customer-focused Service, Project Management, Operations Management, Change Management, Training Facilitation, Development Coaching, Employee Benefits, Insurance, Disability Insurance
Education
Cardinal Stritch University 2001 — 2003
Master of Science in Management
Cardinal Stritch University 1998 — 2001
Bachelors of Science in Business Administration
Cardinal Stritch University 1998 — 2001
Certificate in Human Resource Management
Eileen Stanic's Robert W. Baird & Co. Experience December 2010 - September 2014
Job Sr. Public Funds Advisor at Meeder Investment Management
Industry Financial Services
Experience
Meeder Investment Management September 2014 - Present
Robert W. Baird & Co. December 2010 - September 2014
Productive Capital Management June 2003 - December 2010
Smith Barney September 2002 - June 2003
The Richard E Jacobs Group January 1984 - September 2002
Towner Petroleum 1981 - 1983
Skills
Financial Analysis, Financial Modeling, Finance, Accounting, Internal Controls, Investments, Financial Reporting, Risk Management, Budgets, Analysis
Education
Cleveland State University 1980 — 1984
Bachelor of Business Administration (BBA), Accounting and Finance
Lorain County Community College
AAB, Accounting
Meeder Investment Management September 2014 - Present
Robert W. Baird & Co. December 2010 - September 2014
Productive Capital Management June 2003 - December 2010
Smith Barney September 2002 - June 2003
The Richard E Jacobs Group January 1984 - September 2002
Towner Petroleum 1981 - 1983
Skills
Financial Analysis, Financial Modeling, Finance, Accounting, Internal Controls, Investments, Financial Reporting, Risk Management, Budgets, Analysis
Education
Cleveland State University 1980 — 1984
Bachelor of Business Administration (BBA), Accounting and Finance
Lorain County Community College
AAB, Accounting
Alan Bago's Robert W. Baird & Co. Experience July 2008 - December 2011
Job College Financial Representative at Northwestern Mutual
Industry
Experience
Northwestern Mutual May 2014 - August 2014
Robert W. Baird & Co. July 2008 - December 2011
Skills
Microsoft Word, PowerPoint, Microsoft Excel, Communication Skills, Public Speaking, Data Entry, Emotional Intelligence, Dependable Team Player, Logical Thinker, Research, Critical Thinking, Teamwork, Leadership, Finance, Time Management, Accounting
Education
Cardinal Stritch University 2013 — 2015
Master of Business Administration
University of Wisconsin-Platteville 2002 — 2007
B.A. Political Science
Rufus King High School 1998 — 2002
High School Diploma
Northwestern Mutual May 2014 - August 2014
Robert W. Baird & Co. July 2008 - December 2011
Skills
Microsoft Word, PowerPoint, Microsoft Excel, Communication Skills, Public Speaking, Data Entry, Emotional Intelligence, Dependable Team Player, Logical Thinker, Research, Critical Thinking, Teamwork, Leadership, Finance, Time Management, Accounting
Education
Cardinal Stritch University 2013 — 2015
Master of Business Administration
University of Wisconsin-Platteville 2002 — 2007
B.A. Political Science
Rufus King High School 1998 — 2002
High School Diploma
Beth Lardie's Robert W. Baird & Co. Experience 2012 - 2013
Job Registered Sales Associate
Industry Financial Services
Experience
none January 2014 - Present
Robert W. Baird & Co. 2012 - 2013
Wealth Management Firm 1988 - 2011
Education
California State University, Fresno 1982 — 1986
B.S., Finance
none January 2014 - Present
Robert W. Baird & Co. 2012 - 2013
Wealth Management Firm 1988 - 2011
Education
California State University, Fresno 1982 — 1986
B.S., Finance
Donna Kehoe's Robert W. Baird & Co. Experience January 1995 - January 2005
Job Investment Sales Assistant at Associated Investments
Industry Financial Services
Experience
Associated Investments October 2009 - Present
West Business Services January 2007 - October 2009
Merrill Lynch January 2005 - January 2007
Stifel Financial Corp. January 2001 - January 2005
Robert W. Baird & Co. January 1995 - January 2005
Herrick & Hart January 1988 - January 1995
Le January 1984 - January 1988
Skills
Sales, Leadership, Wisconsin License -...
Education
Chippewa Valley Technical College 1974 — 1976
Associates Degree, Secretarial Sciene/Administrative Assistant Also Selected Courses in Paralegal Program
Fall Creek High School 1970 — 1974
High School, Business and Math Emphasis
Associated Investments October 2009 - Present
West Business Services January 2007 - October 2009
Merrill Lynch January 2005 - January 2007
Stifel Financial Corp. January 2001 - January 2005
Robert W. Baird & Co. January 1995 - January 2005
Herrick & Hart January 1988 - January 1995
Le January 1984 - January 1988
Skills
Sales, Leadership, Wisconsin License -...
Education
Chippewa Valley Technical College 1974 — 1976
Associates Degree, Secretarial Sciene/Administrative Assistant Also Selected Courses in Paralegal Program
Fall Creek High School 1970 — 1974
High School, Business and Math Emphasis
Tom Vercillo's Robert W. Baird & Co. Experience October 2014 - Present
Job Analyst at Baird
Industry
Experience
Robert W. Baird & Co. October 2014 - Present
Associated Bank July 2013 - October 2014
Education
Claremont McKenna College
University of Iowa
Robert W. Baird & Co. October 2014 - Present
Associated Bank July 2013 - October 2014
Education
Claremont McKenna College
University of Iowa
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.