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
Clayton Rehm Clayton Rehm's Robert W. Baird & Co. Experience 2014 - 2014
Job Audit Associate at KPMG US
Industry Accounting
Experience
KPMG US August 2015 - Present
Robert W. Baird & Co. 2014 - 2014
Daybreak Foods, Inc May 2012 - August 2013
Skills
Microsoft Office, Access, Microsoft Excel, PowerPoint, Microsoft Word, Leadership, Teamwork
Education
Drake University 2011 — 2015
Accounting and Finance, Senior
KPMG US August 2015 - Present
Robert W. Baird & Co. 2014 - 2014
Daybreak Foods, Inc May 2012 - August 2013
Skills
Microsoft Office, Access, Microsoft Excel, PowerPoint, Microsoft Word, Leadership, Teamwork
Education
Drake University 2011 — 2015
Accounting and Finance, Senior
Laura Rockwell Laura Rockwell's Robert W. Baird & Co. Experience 2012 - 2012
Job Sr. Executive Administrative Assistant Seeking a job opportunity
Industry Executive Office
Experience
CampusParc Corporate December 2014 - March 2015
Delphia Consulting, LLC June 2014 - October 2014
CenturyLink April 2014 - June 2014
Taylor Corporation 2013 - 2014
Robert W. Baird & Co. 2012 - 2012
Abbott Nutrition 2012 - 2012
Overmyer Hall Associates 2012 - 2012
NetJets 2011 - 2012
National Church Residences 2010 - 2011
Womens Fund of Central Ohio Org. 2009 - 2009
Skills
Executive Level..., Project Management, Microsoft Excel, PowerPoint, Intranet Postings and..., Office Management, Microsoft Word, Meeting Scheduling, Expense Reports, Calendaring, Travel Arrangements, Accounts Payable, Contract Management, Human Resources, Spreadsheets, Organizational Charts, Budget Process, Payroll, Sales Commissions, Administrative..., Telephone Skills, Trade Shows, Video Conferencing, FrontPage, Office Administration, Office Equipment, Financial Reporting, Flow Charts, MS Project, Bank Reconciliation, New Hire Orientations, Microsoft Publisher, Lease Administration, Database Administration, Data Entry, Space Management, Work Orders, Purchase Orders, Operating Budgets, Fine Art, Invoicing, Administrative Work, Bookkeeping, PeopleSoft, Adobe Acrobat, Administrative..., Executive..., Management, Customer Service, Training
Education
Columbus College of Art & Design 1993 — 1994
Fine/Studio Arts, General
Mt. Vernon Senior High School 1979 — 1982
High School Diploma
CampusParc Corporate December 2014 - March 2015
Delphia Consulting, LLC June 2014 - October 2014
CenturyLink April 2014 - June 2014
Taylor Corporation 2013 - 2014
Robert W. Baird & Co. 2012 - 2012
Abbott Nutrition 2012 - 2012
Overmyer Hall Associates 2012 - 2012
NetJets 2011 - 2012
National Church Residences 2010 - 2011
Womens Fund of Central Ohio Org. 2009 - 2009
Skills
Executive Level..., Project Management, Microsoft Excel, PowerPoint, Intranet Postings and..., Office Management, Microsoft Word, Meeting Scheduling, Expense Reports, Calendaring, Travel Arrangements, Accounts Payable, Contract Management, Human Resources, Spreadsheets, Organizational Charts, Budget Process, Payroll, Sales Commissions, Administrative..., Telephone Skills, Trade Shows, Video Conferencing, FrontPage, Office Administration, Office Equipment, Financial Reporting, Flow Charts, MS Project, Bank Reconciliation, New Hire Orientations, Microsoft Publisher, Lease Administration, Database Administration, Data Entry, Space Management, Work Orders, Purchase Orders, Operating Budgets, Fine Art, Invoicing, Administrative Work, Bookkeeping, PeopleSoft, Adobe Acrobat, Administrative..., Executive..., Management, Customer Service, Training
Education
Columbus College of Art & Design 1993 — 1994
Fine/Studio Arts, General
Mt. Vernon Senior High School 1979 — 1982
High School Diploma
Scott Willms Scott Willms's Robert W. Baird & Co. Experience August 2013 - Present
Job Supervision Analyst at Robert W. Baird
Industry Financial Services
Experience
Robert W. Baird & Co. August 2013 - Present
US Bancorp Fund Services August 2009 - August 2013
Great West Retirement Services May 2008 - August 2009
Skills
Investment Compliance, Sales Management, Branch Operation, Trade Compliance, Compliance, Correspondence Analysis, Regulatory Approvals, FINRA, Wealth Management, Financial Reporting, Mutual Funds, Account Reconciliation, Retirement Plan..., G/L Analysis, Wire Transfers, Account Maintenance, Quality Control, Series 7, Series 9/10, Series 66, Series 31, Retirement Planning
Education
Concordia University-Wisconsin 2010 — 2013
Master of Business Administration (M.B.A.), Finance, 3.97
University of Wisconsin-Milwaukee 2004 — 2008
Bachelor of Business Administration (B.B.A.), Finance, 3.2
Robert W. Baird & Co. August 2013 - Present
US Bancorp Fund Services August 2009 - August 2013
Great West Retirement Services May 2008 - August 2009
Skills
Investment Compliance, Sales Management, Branch Operation, Trade Compliance, Compliance, Correspondence Analysis, Regulatory Approvals, FINRA, Wealth Management, Financial Reporting, Mutual Funds, Account Reconciliation, Retirement Plan..., G/L Analysis, Wire Transfers, Account Maintenance, Quality Control, Series 7, Series 9/10, Series 66, Series 31, Retirement Planning
Education
Concordia University-Wisconsin 2010 — 2013
Master of Business Administration (M.B.A.), Finance, 3.97
University of Wisconsin-Milwaukee 2004 — 2008
Bachelor of Business Administration (B.B.A.), Finance, 3.2
Brian Heithoff, MBA, CFP® Brian Heithoff, MBA, CFP®'s Robert W. Baird & Co. Experience June 1994 - January 1996
Job Practice Management Consultant at Montage Investments Betterment Institutional
Industry Financial Services
Experience
Montage Investments October 2014 - Present
Frontier Wealth Management, LLC June 2013 - October 2014
Heithoff Wealth Management, LLC November 2009 - June 2013
Securities America, Inc. Member FINRA/SIPC March 1996 - November 2009
Robert W. Baird & Co. June 1994 - January 1996
Skills
Investments, Financial Planning, Wealth Management, Portfolio Management, Economic Modeling, New Business Development, Research, Securities, Asset Management, Financial Analysis, Insurance, Series 7, Retirement Planning, Risk Management, Estate Planning, Business Planning, Strategic Planning, Equities, Fixed Income, Financial Management, Bonds, Mutual Funds, Financial Modeling, Financial Advisory, Annuities, Investment Advisory, Business Strategy, Strategic Financial..., Financial Planners, Investment Management, Financial Services, FINRA, Managerial Finance, Fixed Annuities, Retirement
Education
Creighton University's Heider College of Business
MBA, Finance
Dowling Catholic High School
University of Iowa - Henry B. Tippie College of Business
BBA, Finance
Montage Investments October 2014 - Present
Frontier Wealth Management, LLC June 2013 - October 2014
Heithoff Wealth Management, LLC November 2009 - June 2013
Securities America, Inc. Member FINRA/SIPC March 1996 - November 2009
Robert W. Baird & Co. June 1994 - January 1996
Skills
Investments, Financial Planning, Wealth Management, Portfolio Management, Economic Modeling, New Business Development, Research, Securities, Asset Management, Financial Analysis, Insurance, Series 7, Retirement Planning, Risk Management, Estate Planning, Business Planning, Strategic Planning, Equities, Fixed Income, Financial Management, Bonds, Mutual Funds, Financial Modeling, Financial Advisory, Annuities, Investment Advisory, Business Strategy, Strategic Financial..., Financial Planners, Investment Management, Financial Services, FINRA, Managerial Finance, Fixed Annuities, Retirement
Education
Creighton University's Heider College of Business
MBA, Finance
Dowling Catholic High School
University of Iowa - Henry B. Tippie College of Business
BBA, Finance
Erica Wilk Erica Wilk's Robert W. Baird & Co. Experience May 2014 - Present
Job Institutional Equities Assistant at Robert W. Baird
Industry Financial Services
Experience
Robert W. Baird & Co. May 2014 - Present
Clear Channel Communications August 2013 - February 2014
State Farm August 2013 - October 2013
Skills
Radio Promotions, Media Planning, Blogging, Microsoft Office, Microsoft Excel, Time Management, Customer Service, Microsoft Word, Social Media, PowerPoint, Teamwork
Education
Concordia University-Wisconsin 2009 — 2013
Marketing and Business Management
Concordia University-Wisconsin 2009 — 2013
Bachelor's degree, Marketing
Robert W. Baird & Co. May 2014 - Present
Clear Channel Communications August 2013 - February 2014
State Farm August 2013 - October 2013
Skills
Radio Promotions, Media Planning, Blogging, Microsoft Office, Microsoft Excel, Time Management, Customer Service, Microsoft Word, Social Media, PowerPoint, Teamwork
Education
Concordia University-Wisconsin 2009 — 2013
Marketing and Business Management
Concordia University-Wisconsin 2009 — 2013
Bachelor's degree, Marketing
Josh Farnam's Robert W. Baird & Co. Experience November 2012 - September 2014
Job Assurance Associate at BDO USA, LLP
Industry Accounting
Experience
BDO USA, LLP September 2014 - Present
Robert W. Baird & Co. November 2012 - September 2014
Ozaukee Ice Center January 2012 - December 2013
Education
Concordia University-Wisconsin 2012 — 2014
Master of Business Administration (M.B.A.), Accounting
Concordia University-Wisconsin 2007 — 2011
Bachelor's of Science, Finance
BDO USA, LLP September 2014 - Present
Robert W. Baird & Co. November 2012 - September 2014
Ozaukee Ice Center January 2012 - December 2013
Education
Concordia University-Wisconsin 2012 — 2014
Master of Business Administration (M.B.A.), Accounting
Concordia University-Wisconsin 2007 — 2011
Bachelor's of Science, Finance
Anne Mullen Anne Mullen's Robert W. Baird & Co. Experience January 2012 - January 2012
Job Fundraising Coordinator at Muscular Dystrophy Association
Industry Financial Services
Experience
Muscular Dystrophy Association September 2015 - Present
Presence Health November 2014 - June 2015
Rush University Medical Center January 2014 - February 2014
Catholic Charities of the Archdiocese of Chicago May 2013 - August 2013
Robert W. Baird & Co. January 2012 - January 2012
Skills
Microsoft Office, Google Earth, Market Research, Nonprofits, Fundraising, Social Media, Leadership, Teamwork, Event Planning, Public Speaking, PowerPoint, Research, Social Networking, Microsoft Word, Facebook, Microsoft Excel, Social Media Marketing, Community Outreach, Customer Service, Data Analysis, Editing, Event Management, Volunteer Management, Critical Thinking, Data Entry, Time Management
Education
DePauw University 2010 — 2014
Bachelor's Degree, Economics
Fenwick High School 2008 — 2010
Hinsdale Central High School 2006 — 2008
Muscular Dystrophy Association September 2015 - Present
Presence Health November 2014 - June 2015
Rush University Medical Center January 2014 - February 2014
Catholic Charities of the Archdiocese of Chicago May 2013 - August 2013
Robert W. Baird & Co. January 2012 - January 2012
Skills
Microsoft Office, Google Earth, Market Research, Nonprofits, Fundraising, Social Media, Leadership, Teamwork, Event Planning, Public Speaking, PowerPoint, Research, Social Networking, Microsoft Word, Facebook, Microsoft Excel, Social Media Marketing, Community Outreach, Customer Service, Data Analysis, Editing, Event Management, Volunteer Management, Critical Thinking, Data Entry, Time Management
Education
DePauw University 2010 — 2014
Bachelor's Degree, Economics
Fenwick High School 2008 — 2010
Hinsdale Central High School 2006 — 2008
Ashley Faulkner's Robert W. Baird & Co. Experience March 2014 - Present
Job Junior Digital Designer at Robert W. Baird & Co.
Industry Design
Experience
Robert W. Baird & Co. March 2014 - Present
GoGeddit September 2013 - March 2014
RR Donnelley June 2013 - August 2013
Columbia College Chicago February 2013 - May 2013
LP Internet Solutions, LLC November 2012 - May 2013
U.S. Equities Realty (University Center) September 2010 - May 2013
Mama Mia's August 2008 - August 2010
Skills
User Experience, Adobe Creative Suite, Photoshop, Illustrator, Time Management, CSS, Web Design, HTML, Video Editing, HTML 5, Final Cut Pro, Premiere, Editing, WordPress, Interactive Media, Logo Design, Flash Animation, Social Networking, HTML scripting, HTML emails, Flash, Email Marketing, Flyers, Concrete5, SASS, LESS, Responsive Design, CSS3, Wireframes, Paper Prototyping, Rapid Prototyping, User Experience Testing, Color Theory, Github, Mobile Design
Education
Columbia College Chicago 2010 — 2013
Bachelor of Arts (B.A.), Interactive Arts and Media
Robert W. Baird & Co. March 2014 - Present
GoGeddit September 2013 - March 2014
RR Donnelley June 2013 - August 2013
Columbia College Chicago February 2013 - May 2013
LP Internet Solutions, LLC November 2012 - May 2013
U.S. Equities Realty (University Center) September 2010 - May 2013
Mama Mia's August 2008 - August 2010
Skills
User Experience, Adobe Creative Suite, Photoshop, Illustrator, Time Management, CSS, Web Design, HTML, Video Editing, HTML 5, Final Cut Pro, Premiere, Editing, WordPress, Interactive Media, Logo Design, Flash Animation, Social Networking, HTML scripting, HTML emails, Flash, Email Marketing, Flyers, Concrete5, SASS, LESS, Responsive Design, CSS3, Wireframes, Paper Prototyping, Rapid Prototyping, User Experience Testing, Color Theory, Github, Mobile Design
Education
Columbia College Chicago 2010 — 2013
Bachelor of Arts (B.A.), Interactive Arts and Media
Hassan Ijaz Khan's Robert W. Baird & Co. Experience May 2014 - July 2014
Job Investment Banking Associate at BMO Capital Markets
Industry Investment Banking
Experience
Robert W. Baird & Co. May 2014 - July 2014
Standard Chartered Bank May 2012 - July 2013
Barclays June 2009 - May 2012
Barclays June 2008 - May 2009
Barclays August 2007 - May 2008
Talking Filmain May 2006 - May 2007
Education
Cornell University - Johnson Graduate School of Management 2013 — 2015
Master of Business Administration (MBA)
Lahore University of Management Sciences 2003 — 2007
Bachelor of Science (Honors)
Robert W. Baird & Co. May 2014 - July 2014
Standard Chartered Bank May 2012 - July 2013
Barclays June 2009 - May 2012
Barclays June 2008 - May 2009
Barclays August 2007 - May 2008
Talking Filmain May 2006 - May 2007
Education
Cornell University - Johnson Graduate School of Management 2013 — 2015
Master of Business Administration (MBA)
Lahore University of Management Sciences 2003 — 2007
Bachelor of Science (Honors)
David Schechner's Robert W. Baird & Co. Experience August 2012 - Present
Job Managing Director Head of Life Sciences at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. August 2012 - Present
Canaccord Genuity Inc. 2009 - 2012
Needham & Company 2003 - 2009
Goldman Sachs 1999 - 2003
Skills
Healthcare, Biotechnology, Investment Banking, Technology, Finance, Mergers & Acquisitions
Education
Harvard Business School 1987 — 1989
Master of Business Administration (MBA)
Cornell University 1981 — 1985
Bachelor of Arts (BA), Economics
Robert W. Baird & Co. August 2012 - Present
Canaccord Genuity Inc. 2009 - 2012
Needham & Company 2003 - 2009
Goldman Sachs 1999 - 2003
Skills
Healthcare, Biotechnology, Investment Banking, Technology, Finance, Mergers & Acquisitions
Education
Harvard Business School 1987 — 1989
Master of Business Administration (MBA)
Cornell University 1981 — 1985
Bachelor of Arts (BA), Economics
Birju Munshi Birju Munshi's Robert W. Baird & Co. Experience May 2010 - September 2010
Job Team Member at RPG Life Transition Specialists
Industry Financial Services
Experience
RPG - Life Transition Specialists June 2015 - Present
AT&T May 2014 - February 2015
Edelman Financial Services August 2011 - May 2014
Robert W. Baird & Co. May 2010 - September 2010
Fifth Third Bank May 2009 - May 2010
UBS Wealth Management January 2009 - May 2009
BMO Harris Bank December 2006 - September 2008
TCF Bank August 2005 - December 2006
Skills
Portfolio Management, Investments, Microsoft Excel, Finance, Mutual Funds, Microsoft Office, Cash Management, Microsoft Word, Outlook, Corporate Finance, Financial Modeling, Banking, Equities, Financial Analysis, Bloomberg
Education
DePaul University 2008 — 2010
Bachelor of Science, Finance
Schaumburg High School 2002 — 2005
General High School Education
RPG - Life Transition Specialists June 2015 - Present
AT&T May 2014 - February 2015
Edelman Financial Services August 2011 - May 2014
Robert W. Baird & Co. May 2010 - September 2010
Fifth Third Bank May 2009 - May 2010
UBS Wealth Management January 2009 - May 2009
BMO Harris Bank December 2006 - September 2008
TCF Bank August 2005 - December 2006
Skills
Portfolio Management, Investments, Microsoft Excel, Finance, Mutual Funds, Microsoft Office, Cash Management, Microsoft Word, Outlook, Corporate Finance, Financial Modeling, Banking, Equities, Financial Analysis, Bloomberg
Education
DePaul University 2008 — 2010
Bachelor of Science, Finance
Schaumburg High School 2002 — 2005
General High School Education
Steven E. Pusztai Steven E. Pusztai's Robert W. Baird & Co. Experience 2006 - 2006
Job Writing and Editing Professional | Seeking New Opportunity
Industry Writing and Editing
Experience
TMJ Association, Ltd. March 2013 - Present
M&I Bank January 2007 - December 2008
Robert W. Baird & Co. 2006 - 2006
Assurant Health 2005 - 2006
Steven E. Pusztai Editorial Services 2002 - 2004
Elm Street Publishing Services 1998 - 2002
Skills
Editor, Writer, Proofreader, Copy Editing, Proofreading, Technical Writing, Desktop Publishing, Adobe InDesign, Adobe Photoshop, Adobe Illustrator, Technical Writer, Adobe Creative Cloud, Adobe Creative Suite, Subject Matter Experts, Editing, Writing, Public Relations, Production Editor, Nonprofits, Content Development, E-Learning, Project Management, Writers, Academic Publishing, Professional..., Publishing Services, Educational Publishing, Training Manuals, Websites, Customer Service, Non-profit Volunteer, Graphic Communications, Page Layout, Image Editing, Publications Production, Technical Publication, Digital Production, Digital Illustration, Graphic Design, Publishing, Software Documentation, Editorial, Marketing Communications, Layout, Photoshop, InDesign
Education
Waukesha County Technical College 2013 — 2015
Digital Production / Desktop Publishing (DTP) Certificate, Graphic Communications, 2014
DePaul University
Master of Arts, English Literature
The University of Chicago, Graham School
Publishing Program Certification
DePaul University
Bachelor of Arts, English Literature and Political Science
TMJ Association, Ltd. March 2013 - Present
M&I Bank January 2007 - December 2008
Robert W. Baird & Co. 2006 - 2006
Assurant Health 2005 - 2006
Steven E. Pusztai Editorial Services 2002 - 2004
Elm Street Publishing Services 1998 - 2002
Skills
Editor, Writer, Proofreader, Copy Editing, Proofreading, Technical Writing, Desktop Publishing, Adobe InDesign, Adobe Photoshop, Adobe Illustrator, Technical Writer, Adobe Creative Cloud, Adobe Creative Suite, Subject Matter Experts, Editing, Writing, Public Relations, Production Editor, Nonprofits, Content Development, E-Learning, Project Management, Writers, Academic Publishing, Professional..., Publishing Services, Educational Publishing, Training Manuals, Websites, Customer Service, Non-profit Volunteer, Graphic Communications, Page Layout, Image Editing, Publications Production, Technical Publication, Digital Production, Digital Illustration, Graphic Design, Publishing, Software Documentation, Editorial, Marketing Communications, Layout, Photoshop, InDesign
Education
Waukesha County Technical College 2013 — 2015
Digital Production / Desktop Publishing (DTP) Certificate, Graphic Communications, 2014
DePaul University
Master of Arts, English Literature
The University of Chicago, Graham School
Publishing Program Certification
DePaul University
Bachelor of Arts, English Literature and Political Science
Alexandria Warren's Robert W. Baird & Co. Experience July 2014 - September 2014
Job Recruiter for TransMarket Group, L.L.C
Industry Financial Services
Experience
TransMarket Group, L.L.C. March 2015 - Present
Robert W. Baird & Co. July 2014 - September 2014
US Navy October 2005 - September 2008
US Navy January 2002 - October 2005
Skills
Leadership, Customer Service, Interpersonal..., Team Leadership, Microsoft Excel, Research, Public Speaking, Emotional Intelligence, Microsoft Word, English, HTML, Military, Training, Navy
Education
University of Wisconsin-Parkside 2013 — 2015
Bachelor's Degree, Business Management with a concentration in Finance
Darton College 2010 — 2012
Associate of Science (AS), Business Administration
TransMarket Group, L.L.C. March 2015 - Present
Robert W. Baird & Co. July 2014 - September 2014
US Navy October 2005 - September 2008
US Navy January 2002 - October 2005
Skills
Leadership, Customer Service, Interpersonal..., Team Leadership, Microsoft Excel, Research, Public Speaking, Emotional Intelligence, Microsoft Word, English, HTML, Military, Training, Navy
Education
University of Wisconsin-Parkside 2013 — 2015
Bachelor's Degree, Business Management with a concentration in Finance
Darton College 2010 — 2012
Associate of Science (AS), Business Administration
Michael Weise's Robert W. Baird & Co. Experience January 2000 - August 2005
Job Marketing Director / Sales Trainer
Industry Staffing and Recruiting
Experience
Zume Search March 2014 - Present
Pedersen Toyota Scion Volvo August 2010 - March 2014
Project Resources Group, Inc. September 2008 - June 2010
Monahan Associates October 2005 - July 2008
Robert W. Baird & Co. January 2000 - August 2005
Skills
New Business Development, Management, Sales, Operations Management, Sales Process, Negotiation, Leadership, Sales Management, Recruiting, Manuscript Development, Networking, Sales Operations, Training, Strategy, B2B, Cold Calling, Team Building, Account Management, Talent Acquisition, Team Leadership
Education
University of Colorado Graduate School of Public Affairs 1999 — 2000
Master's Degree
Colorado State University 1994 — 1998
Bachelor of Arts
Metropolitan State University of Denver 1993 — 1994
Bachelor's Degree
Lakewood High School 1988 — 1992
High School
Zume Search March 2014 - Present
Pedersen Toyota Scion Volvo August 2010 - March 2014
Project Resources Group, Inc. September 2008 - June 2010
Monahan Associates October 2005 - July 2008
Robert W. Baird & Co. January 2000 - August 2005
Skills
New Business Development, Management, Sales, Operations Management, Sales Process, Negotiation, Leadership, Sales Management, Recruiting, Manuscript Development, Networking, Sales Operations, Training, Strategy, B2B, Cold Calling, Team Building, Account Management, Talent Acquisition, Team Leadership
Education
University of Colorado Graduate School of Public Affairs 1999 — 2000
Master's Degree
Colorado State University 1994 — 1998
Bachelor of Arts
Metropolitan State University of Denver 1993 — 1994
Bachelor's Degree
Lakewood High School 1988 — 1992
High School
Monica Devine Schmidt Monica Devine Schmidt's Robert W. Baird & Co. Experience July 2012 - January 2015
Job Talent Management & Acquisition
Industry Staffing and Recruiting
Experience
Cielo Talent June 2015 - Present
Robert W. Baird & Co. July 2012 - January 2015
Merry Maids Corporate May 2011 - April 2012
ServiceMaster April 2010 - May 2011
General Electric May 2008 - March 2009
GE Money May 2007 - May 2008
General Electric June 2005 - May 2007
Deloitte June 2004 - August 2004
Goldman Sachs November 2000 - August 2003
PricewaterhouseCoopers September 1997 - November 2000
Skills
Digital Marketing, SEO, Digital Strategy, Marketing, SEM, Leadership, Management, Leadership Development, Coaching, Financial Modeling, Cross-functional Team..., Financial Analysis, Competitive Analysis, Business Strategy, Strategic Planning, Forecasting, Marketing Strategy, Program Management, Strategy, Mergers & Acquisitions, Product Development, Entrepreneurship, Market Research, Team Leadership, Business Development, Start-ups, New Business Development
Education
Cornell University - S.C. Johnson Graduate School of Management 2003 — 2005
MBA
Lehigh University - College of Business and Economics 1993 — 1997
BS
Cielo Talent June 2015 - Present
Robert W. Baird & Co. July 2012 - January 2015
Merry Maids Corporate May 2011 - April 2012
ServiceMaster April 2010 - May 2011
General Electric May 2008 - March 2009
GE Money May 2007 - May 2008
General Electric June 2005 - May 2007
Deloitte June 2004 - August 2004
Goldman Sachs November 2000 - August 2003
PricewaterhouseCoopers September 1997 - November 2000
Skills
Digital Marketing, SEO, Digital Strategy, Marketing, SEM, Leadership, Management, Leadership Development, Coaching, Financial Modeling, Cross-functional Team..., Financial Analysis, Competitive Analysis, Business Strategy, Strategic Planning, Forecasting, Marketing Strategy, Program Management, Strategy, Mergers & Acquisitions, Product Development, Entrepreneurship, Market Research, Team Leadership, Business Development, Start-ups, New Business Development
Education
Cornell University - S.C. Johnson Graduate School of Management 2003 — 2005
MBA
Lehigh University - College of Business and Economics 1993 — 1997
BS
Tracey Hanson Tracey Hanson's Robert W. Baird & Co. Experience April 1997 - June 2003
Job Customer Service at AltoShaam, Inc.
Industry Marketing and Advertising
Experience
Alto-Shaam, Inc. September 2014 - Present
Perfect Timing, Inc August 2012 - April 2014
Schenck SC January 2012 - August 2012
Anick & Associates April 2010 - November 2011
Reinhart Boerner Van Deuren November 2005 - August 2008
Bryant & Stratton College January 2004 - December 2005
Vecchio Bar and Grille/Lakefront Palm Garden June 2003 - December 2003
Robert W. Baird & Co. April 1997 - June 2003
Skills
Event Planning, Social Media, Marketing Communications, Customer Service, Non-profits, Microsoft Office, Public Relations, Marketing, Microsoft Excel, Public Speaking, Newsletters, Event Management, Strategic Planning, Advertising, Fundraising, Budgets, Press Releases, Facebook, Microsoft Word, Social Media Marketing, Marketing Strategy, Email Marketing, Leadership, Online Marketing, Social Networking, Training, Sales, Nonprofits, Management, Copywriting, Editing
Education
Concordia University-Wisconsin 2000 — 2004
Master of Science
University of Wisconsin-Parkside 1991 — 1996
Bachelor of Arts
Wisconsin Lutheran High School 1987 — 1991
Alto-Shaam, Inc. September 2014 - Present
Perfect Timing, Inc August 2012 - April 2014
Schenck SC January 2012 - August 2012
Anick & Associates April 2010 - November 2011
Reinhart Boerner Van Deuren November 2005 - August 2008
Bryant & Stratton College January 2004 - December 2005
Vecchio Bar and Grille/Lakefront Palm Garden June 2003 - December 2003
Robert W. Baird & Co. April 1997 - June 2003
Skills
Event Planning, Social Media, Marketing Communications, Customer Service, Non-profits, Microsoft Office, Public Relations, Marketing, Microsoft Excel, Public Speaking, Newsletters, Event Management, Strategic Planning, Advertising, Fundraising, Budgets, Press Releases, Facebook, Microsoft Word, Social Media Marketing, Marketing Strategy, Email Marketing, Leadership, Online Marketing, Social Networking, Training, Sales, Nonprofits, Management, Copywriting, Editing
Education
Concordia University-Wisconsin 2000 — 2004
Master of Science
University of Wisconsin-Parkside 1991 — 1996
Bachelor of Arts
Wisconsin Lutheran High School 1987 — 1991
Michael J. Gegen Michael J. Gegen's Robert W. Baird & Co. Experience May 2014 - Present
Job Senior Vice President at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. May 2014 - Present
RBC Wealth Management November 2000 - May 2014
Piper Jaffray 1994 - 2000
Empire Savings & Loan 1983 - 1985
Skills
Wealth Management, Retirement Planning, Series 63, Mutual Funds, Asset Allocation, Securities, Retirement, Strategic Financial..., Investments, Series 7, Alternative Investments, Asset Management, 401k, Investment Advisory, Separately Managed..., Series 65, Investment Strategies, Uniform Combined State..., Wealth Management..., Portfolio Management
Education
Colorado State University 1978 — 1982
Bachelor of Science in Business Administration, Business Administration and Management, General
Pembroke Country Day School 1976 — 1978
Robert W. Baird & Co. May 2014 - Present
RBC Wealth Management November 2000 - May 2014
Piper Jaffray 1994 - 2000
Empire Savings & Loan 1983 - 1985
Skills
Wealth Management, Retirement Planning, Series 63, Mutual Funds, Asset Allocation, Securities, Retirement, Strategic Financial..., Investments, Series 7, Alternative Investments, Asset Management, 401k, Investment Advisory, Separately Managed..., Series 65, Investment Strategies, Uniform Combined State..., Wealth Management..., Portfolio Management
Education
Colorado State University 1978 — 1982
Bachelor of Science in Business Administration, Business Administration and Management, General
Pembroke Country Day School 1976 — 1978
David Haberle, CFA David Haberle, CFA's Robert W. Baird & Co. Experience February 2014 - May 2014
Job Student at Cornell University S.C. Johnson Graduate School of Management
Industry Investment Management
Experience
John G. Ullman & Associates August 2014 - December 2014
Cayuga Fund June 2014 - August 2014
Robert W. Baird & Co. February 2014 - May 2014
Prudential Financial July 2007 - July 2013
Skills
Financial Analysis, Bloomberg, Investments, Mutual Funds, Financial Modeling, Finance, Corporate Finance, Microsoft Excel, Valuation, Analysis
Education
Cornell University - S.C. Johnson Graduate School of Management 2013 — 2015
Master of Business Administration (MBA)
Seton Hall University 2003 — 2007
Bachelor's Degree, Finance, Graduated Cum Laude
Timber Creek HS 1999 — 2003
John G. Ullman & Associates August 2014 - December 2014
Cayuga Fund June 2014 - August 2014
Robert W. Baird & Co. February 2014 - May 2014
Prudential Financial July 2007 - July 2013
Skills
Financial Analysis, Bloomberg, Investments, Mutual Funds, Financial Modeling, Finance, Corporate Finance, Microsoft Excel, Valuation, Analysis
Education
Cornell University - S.C. Johnson Graduate School of Management 2013 — 2015
Master of Business Administration (MBA)
Seton Hall University 2003 — 2007
Bachelor's Degree, Finance, Graduated Cum Laude
Timber Creek HS 1999 — 2003
Peter Benedict Peter Benedict's Robert W. Baird & Co. Experience April 2009 - Present
Job Managing Director Equity Research at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. April 2009 - Present
Wachovia Securities 2006 - 2009
CIBC World Markets 1997 - 2006
Merrill Lynch 1992 - 1994
Skills
Valuation, Equities, Equity Research, Financial Modeling, Investments, Capital Markets, Hedge Funds, Equity Valuation
Education
Columbia Business School 1994 — 1996
Master of Business Administration (MBA), Finance, General
Middlebury College 1987 — 1991
Bachelor of Arts (B.A.), Economics / Classical Civilization
Robert W. Baird & Co. April 2009 - Present
Wachovia Securities 2006 - 2009
CIBC World Markets 1997 - 2006
Merrill Lynch 1992 - 1994
Skills
Valuation, Equities, Equity Research, Financial Modeling, Investments, Capital Markets, Hedge Funds, Equity Valuation
Education
Columbia Business School 1994 — 1996
Master of Business Administration (MBA), Finance, General
Middlebury College 1987 — 1991
Bachelor of Arts (B.A.), Economics / Classical Civilization
Lizzie Mattina's Robert W. Baird & Co. Experience August 2013 - October 2014
Job Marketing at Feldman, Shepherd, Wohlgelernter, Tanner, Weinstock & Dodig, LLP
Industry Marketing and Advertising
Experience
Feldman, Shepherd, Wohlgelernter, Tanner, Weinstock & Dodig, LLP October 2014 - Present
Robert W. Baird & Co. August 2013 - October 2014
Philadelphia Flyers January 2013 - May 2013
Duane Morris LLP March 2012 - September 2012
Pepper Hamilton March 2011 - March 2012
PIAA Certified Soccer Referee October 2005 - March 2012
University City Housing March 2010 - September 2010
Skills
Event Management, Social Media Marketing, Press Releases, Marketing Communications, Event Planning, Social Media, Newsletters, Adobe Acrobat, Manage Client..., InDesign, Adobe Design Programs, Media Advisory, Microsoft Word, Excel,..., IQMedia, Social
Education
Drexel University 2008 — 2013
Bachelors, Communication PR and Business
Moravian Academy 2004 — 2008
High School Degree, General
Feldman, Shepherd, Wohlgelernter, Tanner, Weinstock & Dodig, LLP October 2014 - Present
Robert W. Baird & Co. August 2013 - October 2014
Philadelphia Flyers January 2013 - May 2013
Duane Morris LLP March 2012 - September 2012
Pepper Hamilton March 2011 - March 2012
PIAA Certified Soccer Referee October 2005 - March 2012
University City Housing March 2010 - September 2010
Skills
Event Management, Social Media Marketing, Press Releases, Marketing Communications, Event Planning, Social Media, Newsletters, Adobe Acrobat, Manage Client..., InDesign, Adobe Design Programs, Media Advisory, Microsoft Word, Excel,..., IQMedia, Social
Education
Drexel University 2008 — 2013
Bachelors, Communication PR and Business
Moravian Academy 2004 — 2008
High School Degree, General
Shawn B. Smith, CFP® Shawn B. Smith, CFP®'s Robert W. Baird & Co. Experience January 2012 - Present
Job Senior Vice President, Branch Manager at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. January 2012 - Present
Charles Schwab 1993 - 2012
Skills
Retirement Planning, Wealth Management, Mutual Funds, Strategic Financial..., Investment Management, High Net Worth..., Investment Advisory, Investment Strategies, Portfolio Management, Financial Planners, Asset Allocation, Investments, Series 63, Asset Management, Series 7
Education
Colorado State University 1989 — 1991
Business Management
Dimond High School 1984 — 1987
Robert W. Baird & Co. January 2012 - Present
Charles Schwab 1993 - 2012
Skills
Retirement Planning, Wealth Management, Mutual Funds, Strategic Financial..., Investment Management, High Net Worth..., Investment Advisory, Investment Strategies, Portfolio Management, Financial Planners, Asset Allocation, Investments, Series 63, Asset Management, Series 7
Education
Colorado State University 1989 — 1991
Business Management
Dimond High School 1984 — 1987
Fred LeGrand Fred LeGrand's Robert W. Baird & Co. Experience 1995 - 1997
Job Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors 2006 - Present
UBS 1997 - 2006
Robert W. Baird & Co. 1995 - 1997
Skills
Retirement Planning, Financial Advisory, Investments, Finance, Wealth, Mutual Funds, Asset Allocation, Portfolio Management
Education
DePaul University 1968 — 1972
Bachelor's degree, Accounting and Economics
Wells Fargo Advisors 2006 - Present
UBS 1997 - 2006
Robert W. Baird & Co. 1995 - 1997
Skills
Retirement Planning, Financial Advisory, Investments, Finance, Wealth, Mutual Funds, Asset Allocation, Portfolio Management
Education
DePaul University 1968 — 1972
Bachelor's degree, Accounting and Economics
Stephen Olszewski Stephen Olszewski's Robert W. Baird & Co. Experience September 2011 - August 2012
Job Service Branch Resource Representative II at Johnson Controls
Industry Financial Services
Experience
Johnson Controls November 2012 - September 2013
Robert W. Baird & Co. September 2011 - August 2012
BuySeasons, Inc. September 2009 - September 2011
Skills
Mutual Funds, Investments, Equities, Bloomberg, Securities, Security APL, BETA, Access, Outlook, Financial Analysis, Management, Leadership, PowerPoint, Microsoft Office, Customer Service, Microsoft Word
Education
Concordia University-Wisconsin 2012 — 2014
Master of Business Administration (MBA), Business Administration and Management, General, First Year
UW-Milwaukee 2006 — 2011
Accounting, Tax, Audit, Real Estate
Whitnall High School 2002 — 2006
Regular/General High School/Secondary Diploma Program
Johnson Controls November 2012 - September 2013
Robert W. Baird & Co. September 2011 - August 2012
BuySeasons, Inc. September 2009 - September 2011
Skills
Mutual Funds, Investments, Equities, Bloomberg, Securities, Security APL, BETA, Access, Outlook, Financial Analysis, Management, Leadership, PowerPoint, Microsoft Office, Customer Service, Microsoft Word
Education
Concordia University-Wisconsin 2012 — 2014
Master of Business Administration (MBA), Business Administration and Management, General, First Year
UW-Milwaukee 2006 — 2011
Accounting, Tax, Audit, Real Estate
Whitnall High School 2002 — 2006
Regular/General High School/Secondary Diploma Program
Daniel Arras Daniel Arras's Robert W. Baird & Co. Experience June 2013 - Present
Job Investment Banking Associate at Robert W. Baird & Co.
Industry Investment Banking
Experience
Robert W. Baird & Co. June 2013 - Present
Honey-Can-Do International January 2008 - September 2011
Education
Northwestern University - Kellogg School of Management 2011 — 2013
MBA
Cornell University 2003 — 2007
Robert W. Baird & Co. June 2013 - Present
Honey-Can-Do International January 2008 - September 2011
Education
Northwestern University - Kellogg School of Management 2011 — 2013
MBA
Cornell University 2003 — 2007
Peter Frawley Peter Frawley's Robert W. Baird & Co. Experience August 2007 - February 2011
Job Financial Consultant/Sr. VP CoreCap Investments
Industry Financial Services
Experience
Core Capital Investments June 2012 - Present
Leonard & Company June 2011 - June 2012
Robert W. Baird & Co. August 2007 - February 2011
A.G. Edwards & Sons, Inc. July 2004 - August 2007
Colorado State University January 2000 - March 2004
Skills
Alternative Investments, Investments, Portfolio Management, Equities, Fixed Income, Retirement Plan..., Corporate Finance, Retirement Planning, Series 7, Financial Services, Due Diligence, Mutual Funds, Asset Allocation, Finance, Private Equity, Wealth Management, Series 63
Education
Colorado State University 1994 — 1999
History B.A., History, Political Science, Anthropology, Economics
Troy High School 1989 — 1993
Core Capital Investments June 2012 - Present
Leonard & Company June 2011 - June 2012
Robert W. Baird & Co. August 2007 - February 2011
A.G. Edwards & Sons, Inc. July 2004 - August 2007
Colorado State University January 2000 - March 2004
Skills
Alternative Investments, Investments, Portfolio Management, Equities, Fixed Income, Retirement Plan..., Corporate Finance, Retirement Planning, Series 7, Financial Services, Due Diligence, Mutual Funds, Asset Allocation, Finance, Private Equity, Wealth Management, Series 63
Education
Colorado State University 1994 — 1999
History B.A., History, Political Science, Anthropology, Economics
Troy High School 1989 — 1993
Debi Johnson Debi Johnson's Robert W. Baird & Co. Experience February 1997 - March 2008
Job Realtor at Keller Willaims Tampa Central
Industry Real Estate
Experience
Keller Williams Realty, Inc. March 2015 - Present
Thomella, LLC December 2011 - Present
Weichert, Realtors August 2013 - March 2015
Aflac 2011 - 2012
Raymond James Financial Inc. February 2008 - June 2011
Robert W. Baird & Co. February 1997 - March 2008
Skills
Real Estate, Real Estate Transactions, Residential Investment..., Public Speaking, Customer Service, Small Business, Financial Planning, Finance, Investments, National Association of..., Investors
Education
Columbus State University 1981 — 1984
Bachelor of Arts, Education
Hardaway High School, Columbus, GA 1974 — 1977
Keller Williams Realty, Inc. March 2015 - Present
Thomella, LLC December 2011 - Present
Weichert, Realtors August 2013 - March 2015
Aflac 2011 - 2012
Raymond James Financial Inc. February 2008 - June 2011
Robert W. Baird & Co. February 1997 - March 2008
Skills
Real Estate, Real Estate Transactions, Residential Investment..., Public Speaking, Customer Service, Small Business, Financial Planning, Finance, Investments, National Association of..., Investors
Education
Columbus State University 1981 — 1984
Bachelor of Arts, Education
Hardaway High School, Columbus, GA 1974 — 1977
Douglas Wicklund, Jr. Douglas Wicklund, Jr.'s Robert W. Baird & Co. Experience June 2013 - February 2015
Job Investment Banking at Jefferies
Industry Investment Banking
Experience
Jefferies March 2015 - Present
Robert W. Baird & Co. June 2013 - February 2015
KeyBanc Capital Markets December 2010 - June 2013
Mantucket Capital December 2009 - December 2010
FMI September 2009 - November 2009
Wicklund Petroleum Corporation January 2008 - March 2009
The Cypress Group January 2007 - December 2007
SunTrust Bank 2004 - 2006
Skills
Business Valuation, Capital Markets, Capital Structure, Corporate Finance, Credit Analysis, Due Diligence, Equity Capital Markets, Equity Valuation, Finance, Financial Analysis, IPO, LBO, Series 63, Capital IQ, Energy, Mergers, Venture Capital
Education
University of Denver - Daniels College of Business 2009 — 2010
Master of Science, Finance
Rollins College - Crummer Graduate School of Business 2003 — 2004
MBA
Denison University 1998 — 2001
Bachelor of Arts, Economics & English-literature
Canterbury School 1996 — 1997
Jefferies March 2015 - Present
Robert W. Baird & Co. June 2013 - February 2015
KeyBanc Capital Markets December 2010 - June 2013
Mantucket Capital December 2009 - December 2010
FMI September 2009 - November 2009
Wicklund Petroleum Corporation January 2008 - March 2009
The Cypress Group January 2007 - December 2007
SunTrust Bank 2004 - 2006
Skills
Business Valuation, Capital Markets, Capital Structure, Corporate Finance, Credit Analysis, Due Diligence, Equity Capital Markets, Equity Valuation, Finance, Financial Analysis, IPO, LBO, Series 63, Capital IQ, Energy, Mergers, Venture Capital
Education
University of Denver - Daniels College of Business 2009 — 2010
Master of Science, Finance
Rollins College - Crummer Graduate School of Business 2003 — 2004
MBA
Denison University 1998 — 2001
Bachelor of Arts, Economics & English-literature
Canterbury School 1996 — 1997
Kristy Obuchowski Wallen Kristy Obuchowski Wallen's Robert W. Baird & Co. Experience July 2010 - Present
Job Vice President Robert W. Baird & Co.
Industry Investment Banking
Experience
Robert W. Baird & Co. July 2010 - Present
LaSalle Capital Group March 2009 - September 2009
Robert W. Baird 2004 - 2008
Skills
Equities, Finance, Investment Banking, LBO, Mergers
Education
University of Chicago Booth School of Business 2008 — 2010
MBA
DePaul University 1999 — 2003
Bachelor of Science, Finance and Accounting
Robert W. Baird & Co. July 2010 - Present
LaSalle Capital Group March 2009 - September 2009
Robert W. Baird 2004 - 2008
Skills
Equities, Finance, Investment Banking, LBO, Mergers
Education
University of Chicago Booth School of Business 2008 — 2010
MBA
DePaul University 1999 — 2003
Bachelor of Science, Finance and Accounting
Elizabeth Hadley Elizabeth Hadley's Robert W. Baird & Co. Experience October 2013 - Present
Job Project Services Specialist at Robert W. Baird & Co.
Industry Marketing and Advertising
Experience
Robert W. Baird & Co. October 2013 - Present
American Girl January 2013 - October 2013
Chicago Symphony Orchestra August 2010 - December 2012
Laughlin Constable December 2009 - August 2010
DePaul University October 2009 - December 2009
Laughlin Constable March 2007 - April 2009
Laughlin Constable June 2005 - March 2007
Skills
Advertising, Media Buying
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2007 — 2009
Master of Business Administration, Entrepreneurship and Real Estate Finance and Investment
Marquette University 2001 — 2005
Bachelor of Science in Business Administration, Marketing and Finance
Robert W. Baird & Co. October 2013 - Present
American Girl January 2013 - October 2013
Chicago Symphony Orchestra August 2010 - December 2012
Laughlin Constable December 2009 - August 2010
DePaul University October 2009 - December 2009
Laughlin Constable March 2007 - April 2009
Laughlin Constable June 2005 - March 2007
Skills
Advertising, Media Buying
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2007 — 2009
Master of Business Administration, Entrepreneurship and Real Estate Finance and Investment
Marquette University 2001 — 2005
Bachelor of Science in Business Administration, Marketing and Finance
Anderson Reed Anderson Reed's Robert W. Baird & Co. Experience June 2015 - August 2015
Job
Industry Investment Banking
Experience
Johnson Graduate School of Management at Cornell University June 2014 - Present
Robert W. Baird & Co. June 2015 - August 2015
Picoyune October 2013 - May 2014
Box Dog Bikes Cooperative Inc. June 2004 - August 2013
MASH Transit March 2011 - March 2012
Grassroots Campaigns August 2004 - November 2004
Education
Cornell University - Johnson Graduate School of Management 2014 — 2016
Master of Business Administration (MBA)
Oberlin College 2000 — 2004
BA
The Urban School 1996 — 2000
Johnson Graduate School of Management at Cornell University June 2014 - Present
Robert W. Baird & Co. June 2015 - August 2015
Picoyune October 2013 - May 2014
Box Dog Bikes Cooperative Inc. June 2004 - August 2013
MASH Transit March 2011 - March 2012
Grassroots Campaigns August 2004 - November 2004
Education
Cornell University - Johnson Graduate School of Management 2014 — 2016
Master of Business Administration (MBA)
Oberlin College 2000 — 2004
BA
The Urban School 1996 — 2000
Paul Hancock, CFP® Paul Hancock, CFP®'s Robert W. Baird & Co. Experience August 2008 - August 2013
Job Financial Planner at Genesis Wealth Planning
Industry Financial Services
Experience
Genesis Wealth Planning February 2014 - Present
Super Insurance of South West Florida September 2013 - Present
Robert W. Baird & Co. August 2008 - August 2013
US Bank 2005 - 2008
Steele Capital Management 2004 - 2005
Skills
Asset Managment, Retirement Planning, Investments, Strategic Financial..., Financial Analysis, Portfolio Management, Investment Strategies, Finance, Asset Allocation, Series 7, Integrity, Wealth Management, Business Planning, Credit, Investment Management, Asset Management, Insurance, Financial Planning
Education
Colorado State University
BS, Finance
Genesis Wealth Planning February 2014 - Present
Super Insurance of South West Florida September 2013 - Present
Robert W. Baird & Co. August 2008 - August 2013
US Bank 2005 - 2008
Steele Capital Management 2004 - 2005
Skills
Asset Managment, Retirement Planning, Investments, Strategic Financial..., Financial Analysis, Portfolio Management, Investment Strategies, Finance, Asset Allocation, Series 7, Integrity, Wealth Management, Business Planning, Credit, Investment Management, Asset Management, Insurance, Financial Planning
Education
Colorado State University
BS, Finance
Suzanne King, CFP® Suzanne King, CFP®'s Robert W. Baird & Co. Experience July 1994 - Present
Job Financial Advisor at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. July 1994 - Present
Education
Culver Stockton College 1987 — 1991
Bachelor of Science, Mathematics
Hoffman Estates High School 1983 — 1987
Robert W. Baird & Co. July 1994 - Present
Education
Culver Stockton College 1987 — 1991
Bachelor of Science, Mathematics
Hoffman Estates High School 1983 — 1987
Jeffrey Puissant, CFP®, CPWA® Jeffrey Puissant, CFP®, CPWA®'s Robert W. Baird & Co. Experience May 2009 - Present
Job Director/Senior Investment Consultant at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. May 2009 - Present
Smith Barney April 1997 - May 2009
Skills
Comprehensive Wealth..., Retirement Income..., Wealth Transfer and..., Portfolio Management..., Tax Planning, Financial and..., Executive Benefit..., Wealth Protection and..., Social Security Income..., Investments, Estate Planning
Education
Concordia University-Wisconsin 1992 — 1994
Bachelor of Science (B.S.), Management/Communications
Robert W. Baird & Co. May 2009 - Present
Smith Barney April 1997 - May 2009
Skills
Comprehensive Wealth..., Retirement Income..., Wealth Transfer and..., Portfolio Management..., Tax Planning, Financial and..., Executive Benefit..., Wealth Protection and..., Social Security Income..., Investments, Estate Planning
Education
Concordia University-Wisconsin 1992 — 1994
Bachelor of Science (B.S.), Management/Communications
Andrew Julian, CFA, CAIA Andrew Julian, CFA, CAIA's Robert W. Baird & Co. Experience 2012 - 2014
Job Associate at Northwestern Mutual Capital
Industry Investment Banking
Experience
Northwestern Mutual Capital May 2014 - Present
Robert W. Baird & Co. 2012 - 2014
Deutsche Bank 2010 - 2012
Deutsche Bank June 2009 - August 2009
Johnson Bank 2004 - 2008
Education
Cornell University - Johnson Graduate School of Management 2008 — 2010
MBA
University of Wisconsin-Madison 2000 — 2004
BBA, Finance; Economics
Northwestern Mutual Capital May 2014 - Present
Robert W. Baird & Co. 2012 - 2014
Deutsche Bank 2010 - 2012
Deutsche Bank June 2009 - August 2009
Johnson Bank 2004 - 2008
Education
Cornell University - Johnson Graduate School of Management 2008 — 2010
MBA
University of Wisconsin-Madison 2000 — 2004
BBA, Finance; Economics
Jack Cohen CFP®, ChFC, CIMA®, CPWA® Jack Cohen CFP®, ChFC, CIMA®, CPWA®'s Robert W. Baird & Co. Experience June 2000 - Present
Job Director at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. June 2000 - Present
Robert W. Baird & Co. June 2000 - January 2010
Raymond James Financial Inc. 1993 - 1998
Education
Oglethorpe University
University of Pennsylvania - The Wharton School
Certified Investment Management Analyst Certificate
East Carolina University - College of Business
The American College
Chartered Financial Consultant
University of Chicago
Certified Private Wealth Advisor
Robert W. Baird & Co. June 2000 - Present
Robert W. Baird & Co. June 2000 - January 2010
Raymond James Financial Inc. 1993 - 1998
Education
Oglethorpe University
University of Pennsylvania - The Wharton School
Certified Investment Management Analyst Certificate
East Carolina University - College of Business
The American College
Chartered Financial Consultant
University of Chicago
Certified Private Wealth Advisor
Jennifer Stell's Robert W. Baird & Co. Experience April 2004 - July 2005
Job Assistant Director, Advisory Services and Financial Operations at Northwestern Mutual Wealth Management Company
Industry Financial Services
Experience
Northwestern Mutual April 2012 - Present
Northwestern Mutual August 2009 - April 2012
Northwestern Mutual September 2006 - August 2009
Northwestern Mutual July 2005 - September 2006
Robert W. Baird & Co. April 2004 - July 2005
Strong Investments November 2001 - April 2004
Robert W. Baird & Co. October 1998 - September 2001
Robert W. Baird & Co. August 1997 - October 1998
Robert W. Baird & Co. June 1995 - August 1997
Skills
Operations Management, Project Management, Relationship Management, Securities Trading, Investments, Presentations, Customer Service, Insurance, Equities, Series 7, Securities, Portfolio Management, Finance, Risk Management, Financial Services, Wealth Management, Mutual Funds
Education
Cornell College 1991 — 1995
Bachelor of Arts (BA), Psychology
Riverside University High School 1987 — 1991
Northwestern Mutual April 2012 - Present
Northwestern Mutual August 2009 - April 2012
Northwestern Mutual September 2006 - August 2009
Northwestern Mutual July 2005 - September 2006
Robert W. Baird & Co. April 2004 - July 2005
Strong Investments November 2001 - April 2004
Robert W. Baird & Co. October 1998 - September 2001
Robert W. Baird & Co. August 1997 - October 1998
Robert W. Baird & Co. June 1995 - August 1997
Skills
Operations Management, Project Management, Relationship Management, Securities Trading, Investments, Presentations, Customer Service, Insurance, Equities, Series 7, Securities, Portfolio Management, Finance, Risk Management, Financial Services, Wealth Management, Mutual Funds
Education
Cornell College 1991 — 1995
Bachelor of Arts (BA), Psychology
Riverside University High School 1987 — 1991
John Roesner John Roesner's Robert W. Baird & Co. Experience April 1996 - Present
Job Managing Director at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. April 1996 - Present
Skills
Wealth Management, Financial Services, Investments, Capital Markets
Education
DePaul University 1978 — 1983
Bachelor of Science in Commerce, Business Administration and Management, General
Lyons Township High School 1974 — 1978
Robert W. Baird & Co. April 1996 - Present
Skills
Wealth Management, Financial Services, Investments, Capital Markets
Education
DePaul University 1978 — 1983
Bachelor of Science in Commerce, Business Administration and Management, General
Lyons Township High School 1974 — 1978
Jon Skelly Jon Skelly's Robert W. Baird & Co. Experience July 1999 - September 2003
Job Vice President, Corporate Mergers & Acquisitions at W.W. Grainger
Industry Wholesale
Experience
W.W. Grainger 2010 - Present
Vetus Partners 2010 - 2010
The Home Depot March 2006 - June 2007
Hughes Supply, Inc. September 2003 - March 2006
Robert W. Baird & Co. July 1999 - September 2003
Skills
Corporate Development, Strategy Development, Mergers, Negotiation, Contract Negotiation, Leadership Development, Financial Modeling, Valuation, Due Diligence, Corporate Finance, Divestitures, Financial Analysis, Acquisition Integration, M&A experience, Private Equity, Investment Banking
Education
Duke University - The Fuqua School of Business
MBA
University of Florida
BS
W.W. Grainger 2010 - Present
Vetus Partners 2010 - 2010
The Home Depot March 2006 - June 2007
Hughes Supply, Inc. September 2003 - March 2006
Robert W. Baird & Co. July 1999 - September 2003
Skills
Corporate Development, Strategy Development, Mergers, Negotiation, Contract Negotiation, Leadership Development, Financial Modeling, Valuation, Due Diligence, Corporate Finance, Divestitures, Financial Analysis, Acquisition Integration, M&A experience, Private Equity, Investment Banking
Education
Duke University - The Fuqua School of Business
MBA
University of Florida
BS
Kendall Smith Kendall Smith's Robert W. Baird & Co. Experience November 2001 - Present
Job at Robert W. Baird & Co.
Industry Investment Management
Experience
Robert W. Baird & Co. November 2001 - Present
John G. Kinnard & Co. 1986 - 2001
Skills
Investments, Series 7, Series 63, Alternative Investments, Business Planning, Strategic Financial..., Mutual Funds, Securities, Retirement Planning, Portfolio Management, Real Estate, Investment Advisory, Financial Analysis, Retirement, Finance, Financial Advisory, Asset Management, Wealth Management, Sales, Asset Allocation, Investment Strategies, Strategic Planning, Mergers & Acquisitions
Education
Drake University 1969 — 1972
Bachelor of Science (B.S.), Business
Robert W. Baird & Co. November 2001 - Present
John G. Kinnard & Co. 1986 - 2001
Skills
Investments, Series 7, Series 63, Alternative Investments, Business Planning, Strategic Financial..., Mutual Funds, Securities, Retirement Planning, Portfolio Management, Real Estate, Investment Advisory, Financial Analysis, Retirement, Finance, Financial Advisory, Asset Management, Wealth Management, Sales, Asset Allocation, Investment Strategies, Strategic Planning, Mergers & Acquisitions
Education
Drake University 1969 — 1972
Bachelor of Science (B.S.), Business
Brendan Krueger Brendan Krueger's Robert W. Baird & Co. Experience January 2014 - March 2014
Job Finance Manager
Industry Oil & Energy
Experience
Antero Resources March 2014 - Present
Robert W. Baird & Co. January 2014 - March 2014
Robert W. Baird & Co. August 2010 - December 2013
Wells Fargo Securities 2007 - October 2010
Wachovia Securities July 2007 - July 2009
Ritchie Capital Management May 2006 - August 2006
Buffalo Bills July 2005 - August 2005
Skills
Financial Modeling, Valuation, Investment Banking, Corporate Finance, Financial Analysis, Capital Markets, Private Equity, Equities, Due Diligence, Investments, Mergers & Acquisitions, Bloomberg, Portfolio Management, Asset Management, Equity Research, Fixed Income, Derivatives, Finance, Venture Capital, M&A experience, Hedge Funds, Business Valuation
Education
University of Notre Dame 2004 — 2007
Bachelors, Finance
DePauw University 2003 — 2004
Antero Resources March 2014 - Present
Robert W. Baird & Co. January 2014 - March 2014
Robert W. Baird & Co. August 2010 - December 2013
Wells Fargo Securities 2007 - October 2010
Wachovia Securities July 2007 - July 2009
Ritchie Capital Management May 2006 - August 2006
Buffalo Bills July 2005 - August 2005
Skills
Financial Modeling, Valuation, Investment Banking, Corporate Finance, Financial Analysis, Capital Markets, Private Equity, Equities, Due Diligence, Investments, Mergers & Acquisitions, Bloomberg, Portfolio Management, Asset Management, Equity Research, Fixed Income, Derivatives, Finance, Venture Capital, M&A experience, Hedge Funds, Business Valuation
Education
University of Notre Dame 2004 — 2007
Bachelors, Finance
DePauw University 2003 — 2004
Elizabeth Brouwer Elizabeth Brouwer's Robert W. Baird & Co. Experience June 2009 - Present
Job Registered Client Relationship Associate at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. June 2009 - Present
Morgan Stanley Smith Barney June 1994 - June 2009
A.G. Edwards & Sons, Inc. 1990 - 1994
Skills
Series 63, Series 7, Wealth Management
Education
Davenport University 1989 — 1991
Associate of Science, Business
Unity Christian High School 1986 — 1989
Robert W. Baird & Co. June 2009 - Present
Morgan Stanley Smith Barney June 1994 - June 2009
A.G. Edwards & Sons, Inc. 1990 - 1994
Skills
Series 63, Series 7, Wealth Management
Education
Davenport University 1989 — 1991
Associate of Science, Business
Unity Christian High School 1986 — 1989
Marc Andersen, CFA Marc Andersen, CFA's Robert W. Baird & Co. Experience July 2014 - Present
Job Associate Robert W. Baird & Co
Industry Investment Banking
Experience
Robert W. Baird & Co. July 2014 - Present
University of Chicago Booth School of Business December 2011 - December 2013
Robert W. Baird 2009 - December 2011
Robert W. Baird June 2009 - January 2010
UBS 2007 - 2009
Skills
Financial Modeling, Cash Management, Finance, Accounting, Financial Analysis, Corporate Finance, Investments, Capital Markets, Private Equity
Education
The University of Chicago - Booth School of Business 2011 — 2013
Master of Business Administration (MBA), Accounting and Finance
Denison University 2003 — 2007
BA, Economics, Political Science
Robert W. Baird & Co. July 2014 - Present
University of Chicago Booth School of Business December 2011 - December 2013
Robert W. Baird 2009 - December 2011
Robert W. Baird June 2009 - January 2010
UBS 2007 - 2009
Skills
Financial Modeling, Cash Management, Finance, Accounting, Financial Analysis, Corporate Finance, Investments, Capital Markets, Private Equity
Education
The University of Chicago - Booth School of Business 2011 — 2013
Master of Business Administration (MBA), Accounting and Finance
Denison University 2003 — 2007
BA, Economics, Political Science
Dan Gilipsky Dan Gilipsky's Robert W. Baird & Co. Experience May 2010 - Present
Job Financial Advisor at Robert W Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. May 2010 - Present
UBS August 2004 - May 2010
Skills
Retirement Planning, Wealth Management, Risk Management
Education
Concordia University-Wisconsin 1992 — 1995
Bachler of Arts, Management & Communications
Sheboygan South High School 1973 — 1975
Robert W. Baird & Co. May 2010 - Present
UBS August 2004 - May 2010
Skills
Retirement Planning, Wealth Management, Risk Management
Education
Concordia University-Wisconsin 1992 — 1995
Bachler of Arts, Management & Communications
Sheboygan South High School 1973 — 1975
Ben Tyson Ben Tyson's Robert W. Baird & Co. Experience June 2013 - August 2013
Job Law Clerk, Washington D.C.
Industry Legal Services
Experience
United States July 2014 - Present
Robert W. Baird & Co. June 2013 - August 2013
Kirkland & Ellis LLP May 2013 - June 2013
Kirkland & Ellis LLP May 2012 - August 2012
Hogan Lovells May 2011 - July 2011
Bain & Company August 2009 - July 2010
Bain & Company October 2007 - August 2009
Bain & Company June 2006 - August 2006
Skills
Due Diligence, Management Consulting, Valuation, Corporate Finance, Business Strategy, Financial Modeling
Education
University of Virginia School of Law 2010 — 2014
Doctor of Law (J.D.)
University of Virginia - Darden Graduate School of Business Administration 2010 — 2014
Master of Business Administration (M.B.A.)
Duke University 2003 — 2007
Bachelor's degree, American History (United States)
United States July 2014 - Present
Robert W. Baird & Co. June 2013 - August 2013
Kirkland & Ellis LLP May 2013 - June 2013
Kirkland & Ellis LLP May 2012 - August 2012
Hogan Lovells May 2011 - July 2011
Bain & Company August 2009 - July 2010
Bain & Company October 2007 - August 2009
Bain & Company June 2006 - August 2006
Skills
Due Diligence, Management Consulting, Valuation, Corporate Finance, Business Strategy, Financial Modeling
Education
University of Virginia School of Law 2010 — 2014
Doctor of Law (J.D.)
University of Virginia - Darden Graduate School of Business Administration 2010 — 2014
Master of Business Administration (M.B.A.)
Duke University 2003 — 2007
Bachelor's degree, American History (United States)
Ryan Jadin Ryan Jadin's Robert W. Baird & Co. Experience February 2013 - May 2013
Job Campus Recruiter at A.T. Kearney
Industry Staffing and Recruiting
Experience
A.T. Kearney August 2015 - Present
A.T. Kearney May 2015 - August 2015
University of Wisconsin-Madison September 2013 - May 2015
Robert W. Baird & Co. February 2013 - May 2013
Skills
Administrative Support, Appointment Scheduling, Benefits Administration, College Recruiting, Conducting Interviews, Cross-functional..., Full-cycle Recruiting, Employment Verifications, Event Planning, Market Research, Microsoft Office, Organizational Charts, Project Coordination, Networking, Sourcing
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2015 — 2017
Master’s Degree, Human Resources Management
University of Wisconsin-Whitewater 2007 — 2011
Bachelor’s Degree, Human Resources Management, 3.71
A.T. Kearney August 2015 - Present
A.T. Kearney May 2015 - August 2015
University of Wisconsin-Madison September 2013 - May 2015
Robert W. Baird & Co. February 2013 - May 2013
Skills
Administrative Support, Appointment Scheduling, Benefits Administration, College Recruiting, Conducting Interviews, Cross-functional..., Full-cycle Recruiting, Employment Verifications, Event Planning, Market Research, Microsoft Office, Organizational Charts, Project Coordination, Networking, Sourcing
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2015 — 2017
Master’s Degree, Human Resources Management
University of Wisconsin-Whitewater 2007 — 2011
Bachelor’s Degree, Human Resources Management, 3.71
Patrick Greco Patrick Greco's Robert W. Baird & Co. Experience July 2015 - Present
Job Investment Banking Associate at R.W. Baird & Company
Industry Investment Banking
Experience
Robert W. Baird & Co. July 2015 - Present
RBC Capital Markets May 2014 - August 2014
Ernst & Young July 2010 - July 2013
McGladrey November 2009 - July 2010
Skills
Accounting, Auditing, Financial Reporting, Excel, Financial Accounting, Risk Management, Corporate Finance, Microsoft Excel, Internal Controls, CPA, Financial Services, SEC filings, Financial Modeling, Financial Analysis, US GAAP, Sarbanes-Oxley Act
Education
Cornell University - S.C. Johnson Graduate School of Management 2013 — 2015
Master of Business Administration (MBA)
Fordham University 2005 — 2009
BS, Accounting
Robert W. Baird & Co. July 2015 - Present
RBC Capital Markets May 2014 - August 2014
Ernst & Young July 2010 - July 2013
McGladrey November 2009 - July 2010
Skills
Accounting, Auditing, Financial Reporting, Excel, Financial Accounting, Risk Management, Corporate Finance, Microsoft Excel, Internal Controls, CPA, Financial Services, SEC filings, Financial Modeling, Financial Analysis, US GAAP, Sarbanes-Oxley Act
Education
Cornell University - S.C. Johnson Graduate School of Management 2013 — 2015
Master of Business Administration (MBA)
Fordham University 2005 — 2009
BS, Accounting
Ted Sweeney Ted Sweeney's Robert W. Baird & Co. Experience September 2008 - October 2014
Job Founder & CEO at Moonlight Trading
Industry Investment Management
Experience
Moonlight Trading November 2014 - Present
Robert W. Baird & Co. September 2008 - October 2014
Merrill Lynch May 2006 - September 2008
Bernstein Investment Research and Management February 2003 - January 2006
Merrill Lynch January 2002 - May 2002
Salomon Smith Barney 2001 - 2002
Education
Villanova University 2000 — 2002
BS, Economics
College of the Holy Cross 1998 — 1999
Economics
Moonlight Trading November 2014 - Present
Robert W. Baird & Co. September 2008 - October 2014
Merrill Lynch May 2006 - September 2008
Bernstein Investment Research and Management February 2003 - January 2006
Merrill Lynch January 2002 - May 2002
Salomon Smith Barney 2001 - 2002
Education
Villanova University 2000 — 2002
BS, Economics
College of the Holy Cross 1998 — 1999
Economics
Catherine Ramsey Catherine Ramsey's Robert W. Baird & Co. Experience October 2014 - Present
Job Equity Research Analyst at Robert W. Baird & Co.
Industry Medical Devices
Experience
Robert W. Baird & Co. October 2014 - Present
Medtronic October 2013 - October 2014
Pathfinder Technologies September 2012 - October 2013
Avondale Partners May 2011 - August 2011
Vanderbilt University Medical Center June 2009 - August 2009
Vanderbilt University Medical Center June 2007 - July 2007
Vanderbilt University Medical Center January 2007 - January 2007
Skills
Matlab, Microsoft Excel, Analysis, Laboratory, Research, Financial Modeling, Biomedical Engineering, Data Analysis, Medical Imaging, Clinical Research, Cell, Product Development, Lifesciences, FDA
Education
Duke University
Bachelor of Science (BS), Biomedical/Medical Engineering
Queen Mary, U. of London
Harpeth Hall School
Robert W. Baird & Co. October 2014 - Present
Medtronic October 2013 - October 2014
Pathfinder Technologies September 2012 - October 2013
Avondale Partners May 2011 - August 2011
Vanderbilt University Medical Center June 2009 - August 2009
Vanderbilt University Medical Center June 2007 - July 2007
Vanderbilt University Medical Center January 2007 - January 2007
Skills
Matlab, Microsoft Excel, Analysis, Laboratory, Research, Financial Modeling, Biomedical Engineering, Data Analysis, Medical Imaging, Clinical Research, Cell, Product Development, Lifesciences, FDA
Education
Duke University
Bachelor of Science (BS), Biomedical/Medical Engineering
Queen Mary, U. of London
Harpeth Hall School
Michael Min-Ho Kim Michael Min-Ho Kim's Robert W. Baird & Co. Experience July 2015 - Present
Job Healthcare Investment Banking at Robert W. Baird & Co.
Industry Investment Banking
Experience
Robert W. Baird & Co. July 2015 - Present
MTS Health Partners, L.P. June 2014 - August 2014
SAT Success June 2010 - June 2013
National Institutes of Health December 2010 - January 2013
University of Virginia Biology Dpt. March 2009 - June 2010
Skills
Research, Molecular Virology, Data Analysis, Financial Modeling, Valuation, Financial Analysis, Business Strategy
Education
Cornell University - Johnson Graduate School of Management 2013 — 2015
Master of Business Administration (M.B.A.), Finance; Investment Banking Immersion
University of Virginia 2005 — 2009
Bachelor of Science (BS), Biology; History with conc. in Late Imperial Russia
Robert W. Baird & Co. July 2015 - Present
MTS Health Partners, L.P. June 2014 - August 2014
SAT Success June 2010 - June 2013
National Institutes of Health December 2010 - January 2013
University of Virginia Biology Dpt. March 2009 - June 2010
Skills
Research, Molecular Virology, Data Analysis, Financial Modeling, Valuation, Financial Analysis, Business Strategy
Education
Cornell University - Johnson Graduate School of Management 2013 — 2015
Master of Business Administration (M.B.A.), Finance; Investment Banking Immersion
University of Virginia 2005 — 2009
Bachelor of Science (BS), Biology; History with conc. in Late Imperial Russia
Richard Verthein, CFP® Richard Verthein, CFP®'s Robert W. Baird & Co. Experience May 2013 - Present
Job Financial Advisor and CERTIFIED FINANCIAL PLANNER™ professional at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. May 2013 - Present
Robert W Baird & Co. Inc March 2011 - May 2013
Robert W. Baird & Co. November 2007 - March 2011
Robert W. Baird & Co. February 2006 - November 2007
Skills
Investment Strategies, Wealth Management, Risk Management, Fixed Income Strategies, Retirement Planning, Investments, Finance, Financial Planning, Insurance, Portfolio Management
Education
DePaul University 2010 — 2010
Certificate Program in Financial Planning
University of Wisconsin-Milwaukee - Lubar School of Business 2003 — 2007
B.A., Accounting, Finance
Robert W. Baird & Co. May 2013 - Present
Robert W Baird & Co. Inc March 2011 - May 2013
Robert W. Baird & Co. November 2007 - March 2011
Robert W. Baird & Co. February 2006 - November 2007
Skills
Investment Strategies, Wealth Management, Risk Management, Fixed Income Strategies, Retirement Planning, Investments, Finance, Financial Planning, Insurance, Portfolio Management
Education
DePaul University 2010 — 2010
Certificate Program in Financial Planning
University of Wisconsin-Milwaukee - Lubar School of Business 2003 — 2007
B.A., Accounting, Finance
Jared Mayefske Jared Mayefske's Robert W. Baird & Co. Experience January 2013 - March 2015
Job National Tax at EY
Industry Accounting
Experience
EY March 2015 - Present
Robert W. Baird & Co. January 2013 - March 2015
Schenck SC September 2012 - November 2012
Concordia University Wisconsin August 2008 - May 2012
Jendrach Accounting Services, LLC February 2012 - April 2012
Concordia University Information Technology September 2009 - April 2011
Skills
Microsoft Excel, Tax, Tax Preparation, Accounting, Public Speaking
Education
Concordia University-Wisconsin 2008 — 2012
Bachelor's degree, Accounting
EY March 2015 - Present
Robert W. Baird & Co. January 2013 - March 2015
Schenck SC September 2012 - November 2012
Concordia University Wisconsin August 2008 - May 2012
Jendrach Accounting Services, LLC February 2012 - April 2012
Concordia University Information Technology September 2009 - April 2011
Skills
Microsoft Excel, Tax, Tax Preparation, Accounting, Public Speaking
Education
Concordia University-Wisconsin 2008 — 2012
Bachelor's degree, Accounting
Andi Mills's Robert W. Baird & Co. Experience June 2014 - Present
Job PWM Foundations Program Associate at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. June 2014 - Present
DePauw University August 2012 - May 2014
Robert W. Baird & Co. May 2012 - August 2013
Pi Beta Phi Fraternity November 2011 - December 2012
Skills
Investments, Series 7, Series 66, Relationship Management, Economics, Finance, Financial Planning, Asset Allocation, Insurance, Retirement Planning, College Education..., Leadership
Education
DePauw University 2010 — 2014
Bachelor of Arts (B.A.), Economics
Alleman High School 2006 — 2010
High School
Robert W. Baird & Co. June 2014 - Present
DePauw University August 2012 - May 2014
Robert W. Baird & Co. May 2012 - August 2013
Pi Beta Phi Fraternity November 2011 - December 2012
Skills
Investments, Series 7, Series 66, Relationship Management, Economics, Finance, Financial Planning, Asset Allocation, Insurance, Retirement Planning, College Education..., Leadership
Education
DePauw University 2010 — 2014
Bachelor of Arts (B.A.), Economics
Alleman High School 2006 — 2010
High School
Eric Emelander Eric Emelander's Robert W. Baird & Co. Experience 2015 - 2015
Job Financial Advisor at Robert W. Baird
Industry Financial Services
Experience
Robert W. Baird & Co. 2015 - 2015
Dys Insurance Agency 2005 - 2015
Skills
Portfolio Management, Private Foundations, Financial Management..., Investment Management, Non-profits..., Investment Policy..., Investment Policy..., Life Insurance, Investment Policy, Retirement Planning, Social Security
Education
Davenport University
Bachelor’s Degree, Business Administration and Management, General With a Financial Management Specialty
Robert W. Baird & Co. 2015 - 2015
Dys Insurance Agency 2005 - 2015
Skills
Portfolio Management, Private Foundations, Financial Management..., Investment Management, Non-profits..., Investment Policy..., Investment Policy..., Life Insurance, Investment Policy, Retirement Planning, Social Security
Education
Davenport University
Bachelor’s Degree, Business Administration and Management, General With a Financial Management Specialty
John Lipe, CFP® John Lipe, CFP®'s Robert W. Baird & Co. Experience February 2013 - Present
Job
Industry Financial Services
Experience
Robert W. Baird & Co. February 2013 - Present
Skills
Microsoft Word, Sales, Research, Windows, PowerPoint, English, Outlook
Education
Duke University 1998 — 2002
Bachelor of Applied Science (BASc), Earth and Ocean Sciences
Woodberry Forest School 1994 — 1998
High School Diploma
Robert W. Baird & Co. February 2013 - Present
Skills
Microsoft Word, Sales, Research, Windows, PowerPoint, English, Outlook
Education
Duke University 1998 — 2002
Bachelor of Applied Science (BASc), Earth and Ocean Sciences
Woodberry Forest School 1994 — 1998
High School Diploma
Sierra Jones Sierra Jones's Robert W. Baird & Co. Experience March 2015 - Present
Job Client Assistant at Robert W. Baird & Co.
Industry Marketing and Advertising
Experience
Robert W. Baird & Co. March 2015 - Present
B2 Interactive October 2014 - February 2015
Doane College January 2012 - May 2014
Cox Classic presented by Lexus of Omaha May 2013 - August 2013
Doane College Student Media September 2011 - May 2013
Holdrege Country Club May 2010 - August 2012
Flying H Farms May 2006 - August 2012
Skills
Event Planning, Editing, Communication, Leadership, Marketing Communications, Writing, Adobe Creative Suite, Microsoft Office, Facebook, Financial Services
Education
Doane College 2010 — 2014
Bachelor of Arts (BA), Communication, Journalism, and Related Programs
Bertrand High School 2006 — 2010
Robert W. Baird & Co. March 2015 - Present
B2 Interactive October 2014 - February 2015
Doane College January 2012 - May 2014
Cox Classic presented by Lexus of Omaha May 2013 - August 2013
Doane College Student Media September 2011 - May 2013
Holdrege Country Club May 2010 - August 2012
Flying H Farms May 2006 - August 2012
Skills
Event Planning, Editing, Communication, Leadership, Marketing Communications, Writing, Adobe Creative Suite, Microsoft Office, Facebook, Financial Services
Education
Doane College 2010 — 2014
Bachelor of Arts (BA), Communication, Journalism, and Related Programs
Bertrand High School 2006 — 2010
Jennifer Valdes's Robert W. Baird & Co. Experience May 2014 - Present
Job Actuarial Science and Finance Major at Concordia Universtiy Wisconsin | Seeking fulltime work after Dec. graduation
Industry Insurance
Experience
Robert W. Baird & Co. May 2014 - Present
Westbury Bank May 2013 - May 2014
Hobby Lobby September 2010 - May 2013
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Teamwork, Statistics, Time Management, Finance
Education
Concordia University-Wisconsin 2013 — 2015
Bachelor of Science (BS), Actuarial Science and Finance, 3.93
University of Wisconsin-Madison 2011 — 2012
Robert W. Baird & Co. May 2014 - Present
Westbury Bank May 2013 - May 2014
Hobby Lobby September 2010 - May 2013
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Teamwork, Statistics, Time Management, Finance
Education
Concordia University-Wisconsin 2013 — 2015
Bachelor of Science (BS), Actuarial Science and Finance, 3.93
University of Wisconsin-Madison 2011 — 2012
Erin Maggio Calkins Erin Maggio Calkins's Robert W. Baird & Co. Experience June 2005 - Present
Job Financial Planner
Industry Financial Services
Experience
Robert W. Baird & Co. June 2005 - Present
College of St. Mary 1999 - 2004
Law Office of Susan Anderson 1997 - 1999
Nebraska Supreme Court September 1996 - August 1997
Education
Creighton University School of Law 1993 — 1996
Juris Doctor (J.D.), Law
University of Illinois at Urbana-Champaign 1989 — 1993
Bachelor's degree, English Language and Literature, General
Boylan Central Catholic High School 1985 — 1989
High School
Robert W. Baird & Co. June 2005 - Present
College of St. Mary 1999 - 2004
Law Office of Susan Anderson 1997 - 1999
Nebraska Supreme Court September 1996 - August 1997
Education
Creighton University School of Law 1993 — 1996
Juris Doctor (J.D.), Law
University of Illinois at Urbana-Champaign 1989 — 1993
Bachelor's degree, English Language and Literature, General
Boylan Central Catholic High School 1985 — 1989
High School
Michael Mooney's Robert W. Baird & Co. Experience 2004 - 2008
Job I connect people and help businesses reach new levels of profitability
Industry Management Consulting
Experience
M Squared Consulting, LLC. January 2015 - Present
Northwestern Mutual July 2014 - November 2014
Walmart June 2013 - April 2014
TIAA-CREF January 2012 - November 2012
J.P. Morgan October 2010 - December 2011
Morgan Stanley April 2008 - October 2010
Robert W. Baird & Co. 2004 - 2008
Kraft Foods Group July 2003 - December 2003
Kraft Foods Group 2002 - 2003
College of the Holy Cross 1999 - 2002
Skills
Strategy, Valuation, Alternative Investments, Project Management, Asset Management, Analytics, Customer Service, Financial Analysis, Financial Services, Consulting, Management, Marketing, Strategic Planning, Business Development, Investments, Finance, CRM
Education
College of the Holy Cross 1998 — 2002
Bachelor's Degree, Majored in Economics
Whitefish Bay High School 1994 — 1998
High School, Economics, History, Literature, Sport, Science, Mathematics, Government, Community
M Squared Consulting, LLC. January 2015 - Present
Northwestern Mutual July 2014 - November 2014
Walmart June 2013 - April 2014
TIAA-CREF January 2012 - November 2012
J.P. Morgan October 2010 - December 2011
Morgan Stanley April 2008 - October 2010
Robert W. Baird & Co. 2004 - 2008
Kraft Foods Group July 2003 - December 2003
Kraft Foods Group 2002 - 2003
College of the Holy Cross 1999 - 2002
Skills
Strategy, Valuation, Alternative Investments, Project Management, Asset Management, Analytics, Customer Service, Financial Analysis, Financial Services, Consulting, Management, Marketing, Strategic Planning, Business Development, Investments, Finance, CRM
Education
College of the Holy Cross 1998 — 2002
Bachelor's Degree, Majored in Economics
Whitefish Bay High School 1994 — 1998
High School, Economics, History, Literature, Sport, Science, Mathematics, Government, Community
Logan Hahm's Robert W. Baird & Co. Experience May 2010 - August 2010
Job Office Engineer Intern at Holder Construction Company
Industry Construction
Experience
East Carolina University September 2013 - Present
Holder Construction Company May 2015 - August 2015
Holder Construction Company May 2014 - August 2014
Spotify August 2013 - January 2014
Best Buy July 2008 - October 2012
Robert W. Baird & Co. May 2010 - August 2010
Skills
Microsoft Word, Public Relations, Organization, Social Media, Logo Design, Construction Management, Twitter, Marketing, Cisco Networking, Apple OS, Microsoft Exchange, Finance, Adobe Creative Suite, Microsoft Publisher, Microsoft Office, Microsoft Excel, Teamwork, Customer Service, Time Management, Social Media Marketing
Education
East Carolina University 2010 — 2015
Bachelor of Science (BS), Construction Management
East Carolina University September 2013 - Present
Holder Construction Company May 2015 - August 2015
Holder Construction Company May 2014 - August 2014
Spotify August 2013 - January 2014
Best Buy July 2008 - October 2012
Robert W. Baird & Co. May 2010 - August 2010
Skills
Microsoft Word, Public Relations, Organization, Social Media, Logo Design, Construction Management, Twitter, Marketing, Cisco Networking, Apple OS, Microsoft Exchange, Finance, Adobe Creative Suite, Microsoft Publisher, Microsoft Office, Microsoft Excel, Teamwork, Customer Service, Time Management, Social Media Marketing
Education
East Carolina University 2010 — 2015
Bachelor of Science (BS), Construction Management
Michael Coombe, CFA Michael Coombe, CFA's Robert W. Baird & Co. Experience January 2012 - Present
Job Director at Robert W. Baird & Co.
Industry Investment Management
Experience
Robert W. Baird & Co. January 2012 - Present
Legg Mason Investment Counsel June 2006 - December 2011
Sena Weller Rohs Williams March 1994 - June 2006
Skills
Investment Strategies, Investment Management, Equities, Retirement Planning, Wealth Management, Estate Planning, Bonds
Education
Columbia University - Columbia Business School 1984 — 1986
Master of Business Administration (MBA), Finance
Yale University 1978 — 1982
Bachelor of Arts (BA), History
Robert W. Baird & Co. January 2012 - Present
Legg Mason Investment Counsel June 2006 - December 2011
Sena Weller Rohs Williams March 1994 - June 2006
Skills
Investment Strategies, Investment Management, Equities, Retirement Planning, Wealth Management, Estate Planning, Bonds
Education
Columbia University - Columbia Business School 1984 — 1986
Master of Business Administration (MBA), Finance
Yale University 1978 — 1982
Bachelor of Arts (BA), History
Christy Matthews Christy Matthews's Robert W. Baird & Co. Experience June 2013 - August 2013
Job Analyst, Business Management at Tower Research Capital
Industry Financial Services
Experience
Tower Research Capital August 2015 - Present
Cornell University August 2014 - May 2015
Tower Research Capital June 2014 - August 2014
Robert W. Baird & Co. June 2013 - August 2013
Cornell University Department of Chemistry and Chemical Biology June 2012 - May 2013
Ascend Analytics January 2013 - January 2013
Cornell University Residential Life June 2012 - August 2012
Nocon & Associates - An Ameriprise Private Wealth Advisory March 2012 - March 2012
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Access, Java, SQL, Matlab, R, VBA, Data Analysis, Statistics, C, Teamwork, Mandarin, HTML, Microsoft Office, Programming, Research, Fixed Income, Financial Modeling, Minitab, Spanish, Windows, C++, Stata, Public Speaking, PCR, Economics, Mathematica, Data Mining, Investments, Portfolio Management, Python
Education
Cornell University 2011 — 2015
Bachelor of Science (B.S.), Operations Research Engineering, GPA: 3.6
Niwot High School 2007 — 2011
High School Diploma, International Baccalaureate Program, GPA: 4.4
Tower Research Capital August 2015 - Present
Cornell University August 2014 - May 2015
Tower Research Capital June 2014 - August 2014
Robert W. Baird & Co. June 2013 - August 2013
Cornell University Department of Chemistry and Chemical Biology June 2012 - May 2013
Ascend Analytics January 2013 - January 2013
Cornell University Residential Life June 2012 - August 2012
Nocon & Associates - An Ameriprise Private Wealth Advisory March 2012 - March 2012
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Access, Java, SQL, Matlab, R, VBA, Data Analysis, Statistics, C, Teamwork, Mandarin, HTML, Microsoft Office, Programming, Research, Fixed Income, Financial Modeling, Minitab, Spanish, Windows, C++, Stata, Public Speaking, PCR, Economics, Mathematica, Data Mining, Investments, Portfolio Management, Python
Education
Cornell University 2011 — 2015
Bachelor of Science (B.S.), Operations Research Engineering, GPA: 3.6
Niwot High School 2007 — 2011
High School Diploma, International Baccalaureate Program, GPA: 4.4
Donna Vogt's Robert W. Baird & Co. Experience October 1977 - May 1995
Job Senior Area Manager at ISI
Industry Information Services
Experience
ISI 2014 - Present
Sunshine Creek May 1995 - May 2007
Robert W. Baird & Co. October 1977 - May 1995
Skills
Management, Strategic Planning, New Business Development, Account Management, Business Strategy
Education
Concord Law School - Kaplan University 2013 — 2016
candidate J.D., Legal Studies, General
Kaplan University 2008 — 2013
Bachelor's degree, Legal Studies, General
ISI 2014 - Present
Sunshine Creek May 1995 - May 2007
Robert W. Baird & Co. October 1977 - May 1995
Skills
Management, Strategic Planning, New Business Development, Account Management, Business Strategy
Education
Concord Law School - Kaplan University 2013 — 2016
candidate J.D., Legal Studies, General
Kaplan University 2008 — 2013
Bachelor's degree, Legal Studies, General
Wallis Larson's Robert W. Baird & Co. Experience September 2015 - Present
Job Corporate Access
Industry Financial Services
Experience
Robert W. Baird & Co. September 2015 - Present
Barrington Research Associates, Inc. March 2009 - June 2011
ThinkEquity Partners July 2007 - December 2008
Bear Stearns April 2005 - December 2006
Skills
Event Management, CRM, Series 7, Management, Marketing, Investments, Equities, Hedge Funds
Education
Duke University 2000 — 2004
Bachelor of Arts (B.A.), History
Robert W. Baird & Co. September 2015 - Present
Barrington Research Associates, Inc. March 2009 - June 2011
ThinkEquity Partners July 2007 - December 2008
Bear Stearns April 2005 - December 2006
Skills
Event Management, CRM, Series 7, Management, Marketing, Investments, Equities, Hedge Funds
Education
Duke University 2000 — 2004
Bachelor of Arts (B.A.), History
Nicholas Gomez, MBA's Robert W. Baird & Co. Experience January 2015 - Present
Job Compliance Analyst Control Room at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. January 2015 - Present
Wisconsin Army National Guard May 2014 - December 2014
Wisconsin Army National Guard June 2013 - April 2014
JPMorgan Chase January 2011 - January 2013
Active Communications International January 2010 - July 2010
Skills
Finance, Client Relationship..., Customer Service, Business Developement, Leadership and Teamwork, Healthcare Information..., Legal, Higher Education, Teamwork, Business Development, Change Management, Microsoft Office, Coaching, New Business Development, Mutual Funds, Business Analysis, Investments, Strategic Planning, Networking, Customer Satisfaction, Management, Process Improvement, Human Resources, Banking, Marketing, CRM, Project Planning, Research, Data Analysis, Financial Analysis, Mortgage Lending, Training, Leadership, Program Management, Recruiting, Team Leadership, Sales, Financial Services, Analysis, Team Building, Auditing, Account Management, Credit, Performance Management, Contract Negotiation, Strategy, Asset Allocation, Mergers & Acquisitions, Accounting, Securities
Education
Concordia University-Wisconsin 2011 — 2013
Master of Business Administration (MBA), Finance
University of Wisconsin-Milwaukee 2003 — 2008
Bachelor of Arts (B.A.), History
Robert W. Baird & Co. January 2015 - Present
Wisconsin Army National Guard May 2014 - December 2014
Wisconsin Army National Guard June 2013 - April 2014
JPMorgan Chase January 2011 - January 2013
Active Communications International January 2010 - July 2010
Skills
Finance, Client Relationship..., Customer Service, Business Developement, Leadership and Teamwork, Healthcare Information..., Legal, Higher Education, Teamwork, Business Development, Change Management, Microsoft Office, Coaching, New Business Development, Mutual Funds, Business Analysis, Investments, Strategic Planning, Networking, Customer Satisfaction, Management, Process Improvement, Human Resources, Banking, Marketing, CRM, Project Planning, Research, Data Analysis, Financial Analysis, Mortgage Lending, Training, Leadership, Program Management, Recruiting, Team Leadership, Sales, Financial Services, Analysis, Team Building, Auditing, Account Management, Credit, Performance Management, Contract Negotiation, Strategy, Asset Allocation, Mergers & Acquisitions, Accounting, Securities
Education
Concordia University-Wisconsin 2011 — 2013
Master of Business Administration (MBA), Finance
University of Wisconsin-Milwaukee 2003 — 2008
Bachelor of Arts (B.A.), History
Jonathan Pong, CFA, CPA Jonathan Pong, CFA, CPA's Robert W. Baird & Co. Experience July 2011 - September 2014
Job AVP of Capital Markets
Industry Financial Services
Experience
Realty Income Corporation September 2014 - Present
Robert W. Baird & Co. July 2011 - September 2014
DemandTec July 2007 - July 2009
Deloitte & Touche September 2005 - July 2007
Skills
Equity Research, Capital Markets, Accounting, Financial Modeling, Financial Accounting, Hotels, Internal Controls, Valuation, Investments, Alternative Investments, Bloomberg, Corporate Finance, Economics, Financial Analysis, Leadership, Financial Reporting, Mergers & Acquisitions, Management, Fixed Income, Business Valuation, Derivatives, Investment Banking, Equity Valuation, Due Diligence, Internal Audit, Finance, Strategic Financial..., Private Equity, Equities, Portfolio Management, Analysis, Financial Statement..., Equity Research Analysis
Education
Cornell University - S.C. Johnson Graduate School of Management 2009 — 2011
MBA, Capital Markets and Asset Management
University of Southern California 2001 — 2005
BS, Accounting, Accounting/Finance
Punahou School 1992 — 2001
Realty Income Corporation September 2014 - Present
Robert W. Baird & Co. July 2011 - September 2014
DemandTec July 2007 - July 2009
Deloitte & Touche September 2005 - July 2007
Skills
Equity Research, Capital Markets, Accounting, Financial Modeling, Financial Accounting, Hotels, Internal Controls, Valuation, Investments, Alternative Investments, Bloomberg, Corporate Finance, Economics, Financial Analysis, Leadership, Financial Reporting, Mergers & Acquisitions, Management, Fixed Income, Business Valuation, Derivatives, Investment Banking, Equity Valuation, Due Diligence, Internal Audit, Finance, Strategic Financial..., Private Equity, Equities, Portfolio Management, Analysis, Financial Statement..., Equity Research Analysis
Education
Cornell University - S.C. Johnson Graduate School of Management 2009 — 2011
MBA, Capital Markets and Asset Management
University of Southern California 2001 — 2005
BS, Accounting, Accounting/Finance
Punahou School 1992 — 2001
Doug Mabie Doug Mabie's Robert W. Baird & Co. Experience April 2012 - Present
Job Managing Director at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. April 2012 - Present
William Blair & Company 1988 - April 2012
Skills
Investments, Series 7, Equities, Investment Banking, Valuation, Capital Markets, Wealth Management, Private Equity, Portfolio Management, Alternative Investments, Financial Modeling, Asset Management, Fixed Income, Securities, Hedge Funds, Asset Allocation, Mutual Funds, Series 63, Corporate Finance, Retirement Planning
Education
Northwestern University - Kellogg School of Management 1993 — 1995
Master of Business Administration (M.B.A.), Finance, General
Denison University 1982 — 1986
Bachelor's Degree, Economics
Robert W. Baird & Co. April 2012 - Present
William Blair & Company 1988 - April 2012
Skills
Investments, Series 7, Equities, Investment Banking, Valuation, Capital Markets, Wealth Management, Private Equity, Portfolio Management, Alternative Investments, Financial Modeling, Asset Management, Fixed Income, Securities, Hedge Funds, Asset Allocation, Mutual Funds, Series 63, Corporate Finance, Retirement Planning
Education
Northwestern University - Kellogg School of Management 1993 — 1995
Master of Business Administration (M.B.A.), Finance, General
Denison University 1982 — 1986
Bachelor's Degree, Economics
Brian Sapp Brian Sapp's Robert W. Baird & Co. Experience November 2011 - June 2014
Job Managing Director, Energy Technology, Hercules Technology Growth Capital
Industry Investment Banking
Experience
Hercules Technology Growth Capital July 2014 - Present
Robert W. Baird & Co. November 2011 - June 2014
Wedbush Securities October 2009 - October 2011
Thomas Weisel Partners January 2008 - July 2009
SVB Alliant July 2006 - November 2007
Pacific Growth Equities September 2003 - July 2006
CIBC World Markets 1999 - 2003
Skills
Investment Banking, Private Equity, Valuation, Financial Modeling, Venture Capital, Mergers & Acquisitions, Due Diligence, Corporate Finance, Capital Markets, Equities, Investments, Corporate Development, Equity Research, IPO, Start-ups, M&A experience, Hedge Funds, Alternative Investments, Financial Analysis, Business Valuation
Education
Cornell University - S.C. Johnson Graduate School of Management 1996 — 1998
MBA, Accounting and Finance
Penn State University 1989 — 1993
BS, Chemical Engineering
Hercules Technology Growth Capital July 2014 - Present
Robert W. Baird & Co. November 2011 - June 2014
Wedbush Securities October 2009 - October 2011
Thomas Weisel Partners January 2008 - July 2009
SVB Alliant July 2006 - November 2007
Pacific Growth Equities September 2003 - July 2006
CIBC World Markets 1999 - 2003
Skills
Investment Banking, Private Equity, Valuation, Financial Modeling, Venture Capital, Mergers & Acquisitions, Due Diligence, Corporate Finance, Capital Markets, Equities, Investments, Corporate Development, Equity Research, IPO, Start-ups, M&A experience, Hedge Funds, Alternative Investments, Financial Analysis, Business Valuation
Education
Cornell University - S.C. Johnson Graduate School of Management 1996 — 1998
MBA, Accounting and Finance
Penn State University 1989 — 1993
BS, Chemical Engineering
Dayna Kleinman's Robert W. Baird & Co. Experience August 2009 - Present
Job Sr. Product Manager Alternative Investments | Business Development | Inclusion & Diversity
Industry Financial Services
Experience
Robert W. Baird & Co. August 2009 - Present
Robert W. Baird & Co. July 2002 - August 2009
Merrill Lynch July 1999 - December 2001
Skills
Product Development, Product Management, Product Marketing, Financial Modeling, Financial Analysis, Strategic Financial..., Financial Services, Structured Products, Alternative Investments, Marketing Strategy, Employee Training, Public Speaking, Sales, Fixed Income, Series 7, Series 24, New Business Development, Bonds, Series 3, Series 31, Series 65, FINRA, Financial Advisory, Portfolio Management, Financial Planning
Education
DePaul University 1999 — 2001
Master of Business Administration (MBA), Marketing
Ithaca College 1989 — 1993
Bachelor of Science (BS), Marketing
Robert W. Baird & Co. August 2009 - Present
Robert W. Baird & Co. July 2002 - August 2009
Merrill Lynch July 1999 - December 2001
Skills
Product Development, Product Management, Product Marketing, Financial Modeling, Financial Analysis, Strategic Financial..., Financial Services, Structured Products, Alternative Investments, Marketing Strategy, Employee Training, Public Speaking, Sales, Fixed Income, Series 7, Series 24, New Business Development, Bonds, Series 3, Series 31, Series 65, FINRA, Financial Advisory, Portfolio Management, Financial Planning
Education
DePaul University 1999 — 2001
Master of Business Administration (MBA), Marketing
Ithaca College 1989 — 1993
Bachelor of Science (BS), Marketing
Christa Graverson Christa Graverson's Robert W. Baird & Co. Experience August 2014 - Present
Job Director of Regulation & Policy at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. August 2014 - Present
Robert W. Baird & Co. August 2013 - August 2014
Robert W. Baird & Co. September 2012 - August 2013
Robert W. Baird & Co. January 2010 - September 2012
Robert W. Baird & Co. January 2005 - January 2010
National Futures Association June 2003 - January 2005
Skills
FINRA, Securities, Policy, Strategic Planning, Mutual Funds, Series 7
Education
DePaul University 1999 — 2003
Bachelor of Science, Accounting
Mount Mary University 2008 — 2012
Master of Arts (M.A.), English
Robert W. Baird & Co. August 2014 - Present
Robert W. Baird & Co. August 2013 - August 2014
Robert W. Baird & Co. September 2012 - August 2013
Robert W. Baird & Co. January 2010 - September 2012
Robert W. Baird & Co. January 2005 - January 2010
National Futures Association June 2003 - January 2005
Skills
FINRA, Securities, Policy, Strategic Planning, Mutual Funds, Series 7
Education
DePaul University 1999 — 2003
Bachelor of Science, Accounting
Mount Mary University 2008 — 2012
Master of Arts (M.A.), English
Jon Narmi's Robert W. Baird & Co. Experience September 2012 - Present
Job Director The Narmi Group Private Wealth Management at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. September 2012 - Present
Morgan Stanley Wealth Management February 1974 - September 2012
Skills
Financial Planning, Portfolio Management, Multi-generational..., Multi-generational..., Wealth Management, Financial Services, Wealth, Retirement Planning, Investments, Estate Planning, Finance, Insurance, Mutual Funds, Series 7
Education
Creighton University 1969 — 1973
Master of Business Administration (M.B.A.), Business Administration and Management, General
University of Iowa
Bachelor of Business Administration (B.B.A.), Marketing/Marketing Management
University of Pennsylvania - The Wharton School
Securities Industry Institute, Investments and Securities
Robert W. Baird & Co. September 2012 - Present
Morgan Stanley Wealth Management February 1974 - September 2012
Skills
Financial Planning, Portfolio Management, Multi-generational..., Multi-generational..., Wealth Management, Financial Services, Wealth, Retirement Planning, Investments, Estate Planning, Finance, Insurance, Mutual Funds, Series 7
Education
Creighton University 1969 — 1973
Master of Business Administration (M.B.A.), Business Administration and Management, General
University of Iowa
Bachelor of Business Administration (B.B.A.), Marketing/Marketing Management
University of Pennsylvania - The Wharton School
Securities Industry Institute, Investments and Securities
Kate Dodsworth Kate Dodsworth's Robert W. Baird & Co. Experience October 2014 - Present
Job Administrative Assistant at Robert W. Baird & Co.
Industry Marketing and Advertising
Experience
Robert W. Baird & Co. October 2014 - Present
CEB HR Leadership Council February 2014 - October 2014
C.H. Robinson November 2013 - February 2014
C.H. Robinson Worldwide, Inc. July 2012 - November 2013
Big Onion Tavern Group June 2011 - September 2011
Arden B November 2010 - May 2011
Jacksonville Country Club May 2005 - July 2009
Skills
Salesforce.com, Microsoft Office, Logistics, Logistic Support, Transportation Planning, Facebook, Leadership, Human Resources, Social Media, Negotiation, Sales
Education
DePaul University 2009 — 2012
Bachelor of Science, Marketing, Sales leadership
Southern Illinois University, Carbondale 2007 — 2009
Robert W. Baird & Co. October 2014 - Present
CEB HR Leadership Council February 2014 - October 2014
C.H. Robinson November 2013 - February 2014
C.H. Robinson Worldwide, Inc. July 2012 - November 2013
Big Onion Tavern Group June 2011 - September 2011
Arden B November 2010 - May 2011
Jacksonville Country Club May 2005 - July 2009
Skills
Salesforce.com, Microsoft Office, Logistics, Logistic Support, Transportation Planning, Facebook, Leadership, Human Resources, Social Media, Negotiation, Sales
Education
DePaul University 2009 — 2012
Bachelor of Science, Marketing, Sales leadership
Southern Illinois University, Carbondale 2007 — 2009
Heather Refenes Heather Refenes's Robert W. Baird & Co. Experience September 2007 - March 2013
Job Head Coach at CrossFit Lake Forest
Industry Health, Wellness and Fitness
Experience
CrossFit Lake Forest October 2013 - Present
Columbia College Chicago September 2011 - Present
Game On! Sports Camp 4 Girls April 2013 - October 2013
Robert W. Baird & Co. September 2007 - March 2013
Aurora University January 2006 - September 2007
Sidley Austin LLP February 2003 - August 2007
McHenry County College September 2006 - January 2007
Skills
Project Management, Analysis, Leadership, Coaching, Management, CRM, Teaching, Teamwork, Sports, Databases, Finance, Fitness, Accounting, Banking, Public Speaking, Event Planning, Research
Education
DePaul University 2002 — 2005
Master's degree, English Language and Literature, General
Southern Illinois University, Carbondale 1998 — 2002
Bachelor of Arts (B.A.), English Language and Literature/Letters
CrossFit Lake Forest October 2013 - Present
Columbia College Chicago September 2011 - Present
Game On! Sports Camp 4 Girls April 2013 - October 2013
Robert W. Baird & Co. September 2007 - March 2013
Aurora University January 2006 - September 2007
Sidley Austin LLP February 2003 - August 2007
McHenry County College September 2006 - January 2007
Skills
Project Management, Analysis, Leadership, Coaching, Management, CRM, Teaching, Teamwork, Sports, Databases, Finance, Fitness, Accounting, Banking, Public Speaking, Event Planning, Research
Education
DePaul University 2002 — 2005
Master's degree, English Language and Literature, General
Southern Illinois University, Carbondale 1998 — 2002
Bachelor of Arts (B.A.), English Language and Literature/Letters
Lauren Koeppen Lauren Koeppen's Robert W. Baird & Co. Experience May 2014 - Present
Job Equity Research Administrative Assistant
Industry Financial Services
Experience
Robert W. Baird & Co. May 2014 - Present
Grafton Stingers Fastpitch Softball Club June 2005 - Present
BMO Harris Bank September 2011 - May 2014
Grafton Stingers Fastpitch Softball Club June 2005 - August 2013
Ozaukee Country Club June 2008 - December 2012
Ozaukee County June 1999 - September 2011
Northwestern Mutual Financial Network May 2010 - August 2010
Grafton Community Activities Department June 2002 - August 2007
Education
Concordia University-Wisconsin 2006 — 2010
Finance, Marketing and Management - Triple major
Valparaiso University 2005 — 2006
Finance
Robert W. Baird & Co. May 2014 - Present
Grafton Stingers Fastpitch Softball Club June 2005 - Present
BMO Harris Bank September 2011 - May 2014
Grafton Stingers Fastpitch Softball Club June 2005 - August 2013
Ozaukee Country Club June 2008 - December 2012
Ozaukee County June 1999 - September 2011
Northwestern Mutual Financial Network May 2010 - August 2010
Grafton Community Activities Department June 2002 - August 2007
Education
Concordia University-Wisconsin 2006 — 2010
Finance, Marketing and Management - Triple major
Valparaiso University 2005 — 2006
Finance
Doug McConnell Doug McConnell's Robert W. Baird & Co. Experience April 2015 - Present
Job Infrastructure Architect at Robert W. Baird & Co.
Industry Computer Networking
Experience
Robert W. Baird & Co. April 2015 - Present
Robert W. Baird & Co. March 2013 - April 2015
Aurora Health Care January 2012 - March 2013
Aurora Health Care December 2007 - December 2011
EDS June 2006 - December 2007
Kraft Foods Inc. March 2002 - June 2006
Kraft Foods Inc 1992 - 2006
Skills
Vendor Management, Enterprise Architecture, Cisco Technologies, Network Design, IT Management, IT Strategy, Infrastructure, Project Management, Telecommunications, F5 BigIP, ITIL, Data Center, Program Management, Network Architecture, Change Management, Routing, Cisco IOS, LAN-WAN, Integration, Outsourcing, Disaster Recovery, Operating Systems, IP, Cisco Switches, Management, IT Transformation, Contract Negotiation, Cisco Nexus, Catalyst Switches, Project Portfolio..., IT Service Management, Strategy, System Deployment, IT Operations, Unix, Cisco Catalyst Switches, Metro Ethernet, HSRP, GLBP, Layer 2, Layer 3, Routing Protocols, Healthcare IT, Food Industry, French, Mentoring, Standardization, CPG Industry, International Project...
Education
The George Washington University 2001 — 2003
Masters Cert, Project Management
Concordia University 1985 — 1989
Bachelor's, Computer Science
Robert W. Baird & Co. April 2015 - Present
Robert W. Baird & Co. March 2013 - April 2015
Aurora Health Care January 2012 - March 2013
Aurora Health Care December 2007 - December 2011
EDS June 2006 - December 2007
Kraft Foods Inc. March 2002 - June 2006
Kraft Foods Inc 1992 - 2006
Skills
Vendor Management, Enterprise Architecture, Cisco Technologies, Network Design, IT Management, IT Strategy, Infrastructure, Project Management, Telecommunications, F5 BigIP, ITIL, Data Center, Program Management, Network Architecture, Change Management, Routing, Cisco IOS, LAN-WAN, Integration, Outsourcing, Disaster Recovery, Operating Systems, IP, Cisco Switches, Management, IT Transformation, Contract Negotiation, Cisco Nexus, Catalyst Switches, Project Portfolio..., IT Service Management, Strategy, System Deployment, IT Operations, Unix, Cisco Catalyst Switches, Metro Ethernet, HSRP, GLBP, Layer 2, Layer 3, Routing Protocols, Healthcare IT, Food Industry, French, Mentoring, Standardization, CPG Industry, International Project...
Education
The George Washington University 2001 — 2003
Masters Cert, Project Management
Concordia University 1985 — 1989
Bachelor's, Computer Science
Dan Woodhouse's Robert W. Baird & Co. Experience July 1997 - March 1999
Job
Industry Banking
Experience
Teachers Credit Union March 1999 - Present
Robert W. Baird & Co. July 1997 - March 1999
Education
Earlham College 1993 — 1997
BA, Economics and Business Management
Teachers Credit Union March 1999 - Present
Robert W. Baird & Co. July 1997 - March 1999
Education
Earlham College 1993 — 1997
BA, Economics and Business Management
Scott Ulbrich Scott Ulbrich's Robert W. Baird & Co. Experience 2011 - Present
Job Financial Advisor, The UMC Group at Robert W. Baird &Co.
Industry Financial Services
Experience
Robert W. Baird & Co. 2011 - Present
Moreton & Company April 2004 - July 2011
Wells Fargo Bank October 2000 - April 2003
First Security Corporation September 1984 - October 2000
Skills
Wealth Management, Investments, Financial Planning, Credit Analysis, Credit, Strategic Financial..., Investment Advisory, Retirement Planning, Series 7, Finance, Financial Services, Portfolio Management, Mutual Funds, Financial Markets, Series 63, Treasury Management, Insurance, Banking, Financial Advisory, Strategic Planning, Financial Analysis, Management
Education
Colorado State University 1976 — 1978
M.S., Finance
Utah State University 1972 — 1976
B.S., Finance
Robert W. Baird & Co. 2011 - Present
Moreton & Company April 2004 - July 2011
Wells Fargo Bank October 2000 - April 2003
First Security Corporation September 1984 - October 2000
Skills
Wealth Management, Investments, Financial Planning, Credit Analysis, Credit, Strategic Financial..., Investment Advisory, Retirement Planning, Series 7, Finance, Financial Services, Portfolio Management, Mutual Funds, Financial Markets, Series 63, Treasury Management, Insurance, Banking, Financial Advisory, Strategic Planning, Financial Analysis, Management
Education
Colorado State University 1976 — 1978
M.S., Finance
Utah State University 1972 — 1976
B.S., Finance
Nate Servis Nate Servis's Robert W. Baird & Co. Experience July 2009 - August 2010
Job Investment Banking Associate at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities July 2012 - Present
Wells Fargo Securities August 2010 - July 2012
Robert W. Baird & Co. July 2009 - August 2010
Robert W. Baird & Co. January 2008 - March 2008
Skills
Corporate Finance, Investment Banking, Valuation, Financial Modeling, Capital Markets, LBO, Bloomberg, Due Diligence, Economics, Financial Analysis
Education
Dartmouth College 2005 — 2009
B.A., Economics
The Tuck School of Business at Dartmouth 2008 — 2008
Business Bridge Program
University School of Milwaukee 2001 — 2005
High School
Wells Fargo Securities July 2012 - Present
Wells Fargo Securities August 2010 - July 2012
Robert W. Baird & Co. July 2009 - August 2010
Robert W. Baird & Co. January 2008 - March 2008
Skills
Corporate Finance, Investment Banking, Valuation, Financial Modeling, Capital Markets, LBO, Bloomberg, Due Diligence, Economics, Financial Analysis
Education
Dartmouth College 2005 — 2009
B.A., Economics
The Tuck School of Business at Dartmouth 2008 — 2008
Business Bridge Program
University School of Milwaukee 2001 — 2005
High School
Brad Pilon Brad Pilon's Robert W. Baird & Co. Experience July 2011 - February 2012
Job Treasury Manager at Johnson Controls
Industry Capital Markets
Experience
Johnson Controls November 2014 - Present
Johnson Controls February 2012 - October 2014
Robert W. Baird & Co. July 2011 - February 2012
Best Buy Capital May 2010 - August 2010
Summit Line Capital, LLC October 2008 - August 2009
McMaster-Carr Supply Company December 2004 - June 2008
Skills
Corporate Finance, Capital Markets, Asset Management, Financial Risk..., Corporate Development, Valuation, Financial Analysis, Economics, Venture Capital, Private Equity, Investment Banking, Finance, Equities, Portfolio Management, Financial Modeling
Education
University of Wisconsin-Madison - School of Business 2009 — 2011
MBA, Corporate Finance & Investment Banking
Davidson College 2000 — 2004
B.A., Economics
Johnson Controls November 2014 - Present
Johnson Controls February 2012 - October 2014
Robert W. Baird & Co. July 2011 - February 2012
Best Buy Capital May 2010 - August 2010
Summit Line Capital, LLC October 2008 - August 2009
McMaster-Carr Supply Company December 2004 - June 2008
Skills
Corporate Finance, Capital Markets, Asset Management, Financial Risk..., Corporate Development, Valuation, Financial Analysis, Economics, Venture Capital, Private Equity, Investment Banking, Finance, Equities, Portfolio Management, Financial Modeling
Education
University of Wisconsin-Madison - School of Business 2009 — 2011
MBA, Corporate Finance & Investment Banking
Davidson College 2000 — 2004
B.A., Economics
Adrianne Limjoco Adrianne Limjoco's Robert W. Baird & Co. Experience September 2013 - Present
Job Vice President at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. September 2013 - Present
Dearborn Partners May 2006 - September 2013
Mesirow Financial July 2004 - September 2005
AFL-CIO Office of Investment November 2002 - December 2002
Marco Consulting Group November 2000 - August 2002
Marco Consulting Group March 2000 - November 2000
Skills
Equities, Investments, Alternative Investments, Fixed Income, Asset Allocation, Investment Strategies, Asset Managment, Financial Analysis, Institutional..., Fund Of Funds, Investment Management, Hedge Funds, Pensions, Asset Management, Trading, Securities, Financial Modeling, Equity Research, Management, Series 63, Mutual Funds, Wealth Management, Private Equity, Series 7, Portfolio Management, Valuation, Pension Funds, Bloomberg, Emerging Markets, Financial Services, Investment Advisory
Education
Northwestern University - Kellogg School of Management 2011 — 2013
MBA
DePaul University
Bachelor of Science, Finance and Marketing
Robert W. Baird & Co. September 2013 - Present
Dearborn Partners May 2006 - September 2013
Mesirow Financial July 2004 - September 2005
AFL-CIO Office of Investment November 2002 - December 2002
Marco Consulting Group November 2000 - August 2002
Marco Consulting Group March 2000 - November 2000
Skills
Equities, Investments, Alternative Investments, Fixed Income, Asset Allocation, Investment Strategies, Asset Managment, Financial Analysis, Institutional..., Fund Of Funds, Investment Management, Hedge Funds, Pensions, Asset Management, Trading, Securities, Financial Modeling, Equity Research, Management, Series 63, Mutual Funds, Wealth Management, Private Equity, Series 7, Portfolio Management, Valuation, Pension Funds, Bloomberg, Emerging Markets, Financial Services, Investment Advisory
Education
Northwestern University - Kellogg School of Management 2011 — 2013
MBA
DePaul University
Bachelor of Science, Finance and Marketing
Erik Szyndlar Erik Szyndlar's Robert W. Baird & Co. Experience June 2009 - October 2014
Job Director at Harris Williams & Co.
Industry Financial Services
Experience
Harris Williams & Co. October 2014 - Present
Robert W. Baird & Co. June 2009 - October 2014
Citigroup August 2006 - January 2009
General Motors Corporation February 2000 - June 2004
Skills
Financial Modeling, Mergers & Acquisitions, Due Diligence, Valuation, Financial Analysis, Strategy, Finance, Investment Banking, Capital Markets, Portfolio Management, Cross-functional Team..., Analysis, Strategic Planning, Process Improvement, Change Management, Acquisitions, Negotiation, LBO, Corporate Finance
Education
Duke University - The Fuqua School of Business
Master of Business Administration, Finance concentration
University of Michigan
Bachelor of Science, Engineering, Mechanical Engineering concentration
Harris Williams & Co. October 2014 - Present
Robert W. Baird & Co. June 2009 - October 2014
Citigroup August 2006 - January 2009
General Motors Corporation February 2000 - June 2004
Skills
Financial Modeling, Mergers & Acquisitions, Due Diligence, Valuation, Financial Analysis, Strategy, Finance, Investment Banking, Capital Markets, Portfolio Management, Cross-functional Team..., Analysis, Strategic Planning, Process Improvement, Change Management, Acquisitions, Negotiation, LBO, Corporate Finance
Education
Duke University - The Fuqua School of Business
Master of Business Administration, Finance concentration
University of Michigan
Bachelor of Science, Engineering, Mechanical Engineering concentration
Romina Tinitigan-Rollan Romina Tinitigan-Rollan's Robert W. Baird & Co. Experience October 2010 - July 2011
Job HR Representative at Pacific Coast Bankers' Bank
Industry Internet
Experience
Pacific Coast Bankers' Bank September 2011 - Present
Robert W. Baird & Co. October 2010 - July 2011
IDHASOFT May 2009 - July 2010
Hi5 January 2007 - March 2009
Hyatt Summerfield Suites-Belmont May 2005 - January 2007
Skills
Recruiting, Human Resources, Social Networking, Administrative..., Employee Benefits, Payroll, Employee Relations, Benefits Administration, Administrative..., HRIS
Education
De La Salle University 2000 — 2005
Advertising Management
Pacific Coast Bankers' Bank September 2011 - Present
Robert W. Baird & Co. October 2010 - July 2011
IDHASOFT May 2009 - July 2010
Hi5 January 2007 - March 2009
Hyatt Summerfield Suites-Belmont May 2005 - January 2007
Skills
Recruiting, Human Resources, Social Networking, Administrative..., Employee Benefits, Payroll, Employee Relations, Benefits Administration, Administrative..., HRIS
Education
De La Salle University 2000 — 2005
Advertising Management
Logan Rott's Robert W. Baird & Co. Experience June 2005 - September 2005
Job Senior BI Analyst at Home Properties
Industry Real Estate
Experience
Home Properties July 2013 - Present
UBS Investment Bank June 2012 - August 2012
J.P. Morgan October 2007 - July 2011
Cornell College August 2004 - May 2007
Robert W. Baird & Co. June 2005 - September 2005
GameStop March 2002 - August 2003
Skills
R, SQL, Analytics, Machine Learning, Data Visualization, Predictive Modeling, Python, Tableau, SAS, Julia, Data Mining, Business Intelligence, MDX, VB.NET, Microsoft SQL Server, SPSS, Bloomberg, Matlab
Education
University of Rochester - William E. Simon Graduate School of Business Administration 2011 — 2013
MBA
Shanghai Jiao Tong University 2012 — 2012
MBA
Cornell College 2003 — 2007
BA, Economics, International Relations
Grayslake Central High School
Home Properties July 2013 - Present
UBS Investment Bank June 2012 - August 2012
J.P. Morgan October 2007 - July 2011
Cornell College August 2004 - May 2007
Robert W. Baird & Co. June 2005 - September 2005
GameStop March 2002 - August 2003
Skills
R, SQL, Analytics, Machine Learning, Data Visualization, Predictive Modeling, Python, Tableau, SAS, Julia, Data Mining, Business Intelligence, MDX, VB.NET, Microsoft SQL Server, SPSS, Bloomberg, Matlab
Education
University of Rochester - William E. Simon Graduate School of Business Administration 2011 — 2013
MBA
Shanghai Jiao Tong University 2012 — 2012
MBA
Cornell College 2003 — 2007
BA, Economics, International Relations
Grayslake Central High School
Tim Byrne Tim Byrne's Robert W. Baird & Co. Experience July 2010 - Present
Job CIO and Managing Director at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. July 2010 - Present
Robert W. Baird & Co. January 2005 - Present
Robert W. Baird & Co. April 2001 - December 2004
Mercer Management Consulting June 1994 - October 2001
Education
Harvard Business School 1992 — 1994
Master of Business Administration (MBA)
College of the Holy Cross 1984 — 1988
AB, Chemistry
Robert W. Baird & Co. July 2010 - Present
Robert W. Baird & Co. January 2005 - Present
Robert W. Baird & Co. April 2001 - December 2004
Mercer Management Consulting June 1994 - October 2001
Education
Harvard Business School 1992 — 1994
Master of Business Administration (MBA)
College of the Holy Cross 1984 — 1988
AB, Chemistry
Heike Doerr's Robert W. Baird & Co. Experience December 2010 - Present
Job
Industry Capital Markets
Experience
Doerr Utility Strategies LLC April 2014 - Present
Robert W. Baird & Co. December 2010 - Present
Skills
Equity Research, Financial Modeling
Education
Dickinson College 1996 — 2000
BA
Doerr Utility Strategies LLC April 2014 - Present
Robert W. Baird & Co. December 2010 - Present
Skills
Equity Research, Financial Modeling
Education
Dickinson College 1996 — 2000
BA
Natascha Bohmann's Robert W. Baird & Co. Experience May 2013 - September 2014
Job Experienced, Energetic Marketing & Communications Professional
Industry Nonprofit Organization Management
Experience
Three Pillars Senior Living Communities September 2014 - Present
Udana Yoga and Wellness, LLC June 2012 - Present
YMCA of Metropolitan Milwaukee March 2009 - January 2015
Robert W. Baird & Co. May 2013 - September 2014
Lutheran Social Services of WI & Upper MI June 2010 - May 2013
Lutheran Social Services of WI & Upper MI August 2007 - June 2010
Commercial Association of Realtors-Wisconsin September 2005 - August 2007
Racine Zoological Society May 2004 - September 2006
Pettit National Ice Center August 2004 - January 2006
Marquette/Kimberly-Clark Corporation April 2004 - May 2005
Skills
Non-profits, Editing, Public Relations, Website Management, Social Media, Writing, Webmaster Services, Event Planning, Marketing Strategy, Marketing Communications, Adobe Creative Suite, Creative Strategy, Nonprofits, Customer Service, Corporate Communications, Fundraising, Program Management, Website Development, Facebook, Leadership, Sales, Event Management, Marketing, Internal Communications, Leadership Development, Strategy, Coaching, Program Development, Recruiting, Graphic Design, Entrepreneurship, Volunteer Management, Social Networking, Newsletters, Community Outreach, Media Relations, Social Media Marketing, Time Management, Crisis Communications, Grant Writing, Strategic Communications, Project Planning, Public Speaking, Management, Blogging, Strategic Planning, Advertising, Project Management, Team Building, Microsoft Office
Education
Concordia University-Wisconsin 2012 — 2015
Master of Business Administration (MBA), Management
Kanyakumari Ayurveda & Yoga Wellness Center 2011 — 2012
200 hour RYT, Yoga, Ayurveda
DePaul University 2009 — 2011
Coursework toward Master's, Public Administration, International Public Management
Marquette University 2001 — 2005
Bachelor of Arts, Public Relations, Writing-Intensive English, & Marketing
Three Pillars Senior Living Communities September 2014 - Present
Udana Yoga and Wellness, LLC June 2012 - Present
YMCA of Metropolitan Milwaukee March 2009 - January 2015
Robert W. Baird & Co. May 2013 - September 2014
Lutheran Social Services of WI & Upper MI June 2010 - May 2013
Lutheran Social Services of WI & Upper MI August 2007 - June 2010
Commercial Association of Realtors-Wisconsin September 2005 - August 2007
Racine Zoological Society May 2004 - September 2006
Pettit National Ice Center August 2004 - January 2006
Marquette/Kimberly-Clark Corporation April 2004 - May 2005
Skills
Non-profits, Editing, Public Relations, Website Management, Social Media, Writing, Webmaster Services, Event Planning, Marketing Strategy, Marketing Communications, Adobe Creative Suite, Creative Strategy, Nonprofits, Customer Service, Corporate Communications, Fundraising, Program Management, Website Development, Facebook, Leadership, Sales, Event Management, Marketing, Internal Communications, Leadership Development, Strategy, Coaching, Program Development, Recruiting, Graphic Design, Entrepreneurship, Volunteer Management, Social Networking, Newsletters, Community Outreach, Media Relations, Social Media Marketing, Time Management, Crisis Communications, Grant Writing, Strategic Communications, Project Planning, Public Speaking, Management, Blogging, Strategic Planning, Advertising, Project Management, Team Building, Microsoft Office
Education
Concordia University-Wisconsin 2012 — 2015
Master of Business Administration (MBA), Management
Kanyakumari Ayurveda & Yoga Wellness Center 2011 — 2012
200 hour RYT, Yoga, Ayurveda
DePaul University 2009 — 2011
Coursework toward Master's, Public Administration, International Public Management
Marquette University 2001 — 2005
Bachelor of Arts, Public Relations, Writing-Intensive English, & Marketing
Christopher Degner's Robert W. Baird & Co. Experience July 2002 - December 2004
Job Senior Director Investor Relations at Oxy
Industry Oil & Energy
Experience
Occidental Petroleum July 2012 - Present
Occidental Petroleum August 2010 - July 2012
UBS Investment Bank April 2008 - August 2010
UBS Investment Bank June 2007 - August 2007
Robert W. Baird & Co. July 2002 - December 2004
Skills
Investment Banking, Financial Modeling, Investor Relations, Finance, Financial Analysis, Due Diligence, Corporate Finance, Capital Markets, Strategy, Investments
Education
Columbia University - School of International and Public Affairs 2006 — 2007
Master of International Affairs, Energy Management & Policy
University of Illinois at Urbana-Champaign 1997 — 2002
Bachelor's degree, Finance, General
Occidental Petroleum July 2012 - Present
Occidental Petroleum August 2010 - July 2012
UBS Investment Bank April 2008 - August 2010
UBS Investment Bank June 2007 - August 2007
Robert W. Baird & Co. July 2002 - December 2004
Skills
Investment Banking, Financial Modeling, Investor Relations, Finance, Financial Analysis, Due Diligence, Corporate Finance, Capital Markets, Strategy, Investments
Education
Columbia University - School of International and Public Affairs 2006 — 2007
Master of International Affairs, Energy Management & Policy
University of Illinois at Urbana-Champaign 1997 — 2002
Bachelor's degree, Finance, General
Scott Rajkowski's Robert W. Baird & Co. Experience July 2003 - July 2006
Job Assistant Director of Corporate Development at Actuant Corporation
Industry Industrial Automation
Experience
Actuant Corporation September 2013 - Present
New Heritage Capital, LLC January 2011 - September 2013
New Heritage Capital, LLC June 2007 - December 2011
Robert W. Baird & Co. July 2003 - July 2006
Skills
Valuation, Corporate Finance, Private Equity, Financial Modeling, Investment Banking, Venture Capital, Corporate Development, Finance, Due Diligence, Financial Analysis, Investments
Education
Creighton University 1999 — 2003
BSBA, Finance
Appleton North High School 1995 — 1999
Actuant Corporation September 2013 - Present
New Heritage Capital, LLC January 2011 - September 2013
New Heritage Capital, LLC June 2007 - December 2011
Robert W. Baird & Co. July 2003 - July 2006
Skills
Valuation, Corporate Finance, Private Equity, Financial Modeling, Investment Banking, Venture Capital, Corporate Development, Finance, Due Diligence, Financial Analysis, Investments
Education
Creighton University 1999 — 2003
BSBA, Finance
Appleton North High School 1995 — 1999
Neda Kassem's Robert W. Baird & Co. Experience January 1999 - December 2001
Job Marketing, Event Planning, and more
Industry Marketing and Advertising
Experience
Northwestern Mutual January 2002 - March 2008
Capricio Salon & Med Spa September 1999 - December 2006
Robert W. Baird & Co. January 1999 - December 2001
Education
DePaul University 1993 — 1996
B. S., Marketing and Human Resources
Northwestern Mutual January 2002 - March 2008
Capricio Salon & Med Spa September 1999 - December 2006
Robert W. Baird & Co. January 1999 - December 2001
Education
DePaul University 1993 — 1996
B. S., Marketing and Human Resources
Christina Borisova's Robert W. Baird & Co. Experience June 2006 - October 2006
Job International Development Professional
Industry International Affairs
Experience
International Monetary Fund January 2014 - Present
International Finance Corporation January 2013 - May 2013
The World Bank November 2011 - June 2012
Johns Hopkins University SAIS May 2010 - June 2011
Education Development Center June 2010 - November 2010
Johns Hopkins University SAIS August 2009 - February 2010
Sherlock Technology Staffing July 2007 - June 2008
Robert W. Baird & Co. June 2006 - October 2006
Dawn Center April 2006 - June 2006
Skills
STATA, Microsoft Office, Quickbooks, International..., Economics, International Relations, Policy Analysis, Research, Qualitative Research, Non-profits, International Economics, Public Policy, Spanish, Program Evaluation, Economic Development, Proposal Writing, Data Analysis, Stata
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 2009 — 2011
Master of Arts, International Development, Finance and Development
Cornell College 2003 — 2007
Bachelor of Arts, Economics & Business; International Relations
International Monetary Fund January 2014 - Present
International Finance Corporation January 2013 - May 2013
The World Bank November 2011 - June 2012
Johns Hopkins University SAIS May 2010 - June 2011
Education Development Center June 2010 - November 2010
Johns Hopkins University SAIS August 2009 - February 2010
Sherlock Technology Staffing July 2007 - June 2008
Robert W. Baird & Co. June 2006 - October 2006
Dawn Center April 2006 - June 2006
Skills
STATA, Microsoft Office, Quickbooks, International..., Economics, International Relations, Policy Analysis, Research, Qualitative Research, Non-profits, International Economics, Public Policy, Spanish, Program Evaluation, Economic Development, Proposal Writing, Data Analysis, Stata
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 2009 — 2011
Master of Arts, International Development, Finance and Development
Cornell College 2003 — 2007
Bachelor of Arts, Economics & Business; International Relations
Alexandra Ketner's Robert W. Baird & Co. Experience March 2009 - Present
Job Director at RW Baird & Co
Industry Financial Services
Experience
Robert W. Baird & Co. March 2009 - Present
Banc of America Securities January 2008 - March 2009
Banc of America Securities July 2006 - December 2007
Merrill Lynch January 2003 - July 2004
Merrill Lynch July 2000 - December 2002
Education
Duke University - The Fuqua School of Business 2004 — 2006
MBA, Finance
Duke University 1996 — 2000
Bishop Fenwick High School 1992 — 1996
Robert W. Baird & Co. March 2009 - Present
Banc of America Securities January 2008 - March 2009
Banc of America Securities July 2006 - December 2007
Merrill Lynch January 2003 - July 2004
Merrill Lynch July 2000 - December 2002
Education
Duke University - The Fuqua School of Business 2004 — 2006
MBA, Finance
Duke University 1996 — 2000
Bishop Fenwick High School 1992 — 1996
Nakesha Thompson's Robert W. Baird & Co. Experience January 2015 - Present
Job Executive Assistant & Actress
Industry Executive Office
Experience
Robert W. Baird & Co. January 2015 - Present
ZOBE Magazine January 2015 - Present
Professional actress August 2013 - Present
Prince George's County Association of Realtors November 2012 - September 2014
School Nutrition Association April 2012 - June 2012
Fannie Mae November 2009 - December 2011
Catholic Charities USA October 2007 - February 2009
Skills
Administrative..., Office Management, Microsoft Office, Customer Service, Marketing, Live Meeting, Concur, Public Speaking, Paralegal Studies, Communication, Meeting Planner, Adobe Professional, Administration, American Sign Language, I-Manage, SharePoint, DeltaView, Lexis Nexis, Acting, Salesforce
Education
College of Southern Maryland
Paralegal Studies & American Sign Language
Robert W. Baird & Co. January 2015 - Present
ZOBE Magazine January 2015 - Present
Professional actress August 2013 - Present
Prince George's County Association of Realtors November 2012 - September 2014
School Nutrition Association April 2012 - June 2012
Fannie Mae November 2009 - December 2011
Catholic Charities USA October 2007 - February 2009
Skills
Administrative..., Office Management, Microsoft Office, Customer Service, Marketing, Live Meeting, Concur, Public Speaking, Paralegal Studies, Communication, Meeting Planner, Adobe Professional, Administration, American Sign Language, I-Manage, SharePoint, DeltaView, Lexis Nexis, Acting, Salesforce
Education
College of Southern Maryland
Paralegal Studies & American Sign Language
Matt Garrigan's Robert W. Baird & Co. Experience August 2011 - Present
Job Financial Advisor at Baird
Industry Investment Management
Experience
Robert W. Baird & Co. August 2011 - Present
Osborne Investments, LLC October 2009 - August 2011
UBS Wealth Management October 2007 - September 2009
Chicago Board of Trade (CBOT) January 1997 - October 2007
Skills
Investment Management, Investments, Wealth Management, Finance, Wealth, Asset Management, Portfolio Management
Education
Denison University 1993 — 1996
Bachelor of Arts, Economics and English, Magna Cum Laude
New Trier 1989 — 1992
Robert W. Baird & Co. August 2011 - Present
Osborne Investments, LLC October 2009 - August 2011
UBS Wealth Management October 2007 - September 2009
Chicago Board of Trade (CBOT) January 1997 - October 2007
Skills
Investment Management, Investments, Wealth Management, Finance, Wealth, Asset Management, Portfolio Management
Education
Denison University 1993 — 1996
Bachelor of Arts, Economics and English, Magna Cum Laude
New Trier 1989 — 1992
Arunava Biswas's Robert W. Baird & Co. Experience February 2011 - September 2012
Job Independent Investor
Industry Internet
Experience
MONTAJ September 2012 - October 2013
Robert W. Baird & Co. February 2011 - September 2012
Barclays Capital November 2008 - July 2010
Barclays Capital January 2008 - November 2008
Barclays Capital June 2006 - December 2007
Barclays Capital July 2005 - June 2006
CIBC World Markets June 2004 - August 2004
Comergent January 2001 - July 2003
InternetCash June 1999 - December 2000
PwC September 1997 - June 1999
Skills
Management, Financial Modeling, Start-ups, Valuation, Capital Markets, Strategy, Trading, Financial Analysis, Fixed Income, Business Strategy, Investment Banking, Due Diligence
Education
Yale University - Yale School of Management 2003 — 2005
MBA, Finance
Cornell University 1994 — 1997
BS, Human Development and Family Studies
UC Berkeley 1993 — 1994
Stuyvesant HS 1989 — 1993
MONTAJ September 2012 - October 2013
Robert W. Baird & Co. February 2011 - September 2012
Barclays Capital November 2008 - July 2010
Barclays Capital January 2008 - November 2008
Barclays Capital June 2006 - December 2007
Barclays Capital July 2005 - June 2006
CIBC World Markets June 2004 - August 2004
Comergent January 2001 - July 2003
InternetCash June 1999 - December 2000
PwC September 1997 - June 1999
Skills
Management, Financial Modeling, Start-ups, Valuation, Capital Markets, Strategy, Trading, Financial Analysis, Fixed Income, Business Strategy, Investment Banking, Due Diligence
Education
Yale University - Yale School of Management 2003 — 2005
MBA, Finance
Cornell University 1994 — 1997
BS, Human Development and Family Studies
UC Berkeley 1993 — 1994
Stuyvesant HS 1989 — 1993
Carole A. Kucharski's Robert W. Baird & Co. Experience December 2010 - Present
Job Senior Operations Communications Analyst
Industry Financial Services
Experience
Robert W. Baird & Co. December 2010 - Present
Mesirow Financial September 2004 - July 2010
SG Cowen Securities 1990 - 2002
Cowen and Co. 1989 - 1999
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1966 — 1979
BS/MBA, Business Education/Marketing
Robert W. Baird & Co. December 2010 - Present
Mesirow Financial September 2004 - July 2010
SG Cowen Securities 1990 - 2002
Cowen and Co. 1989 - 1999
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1966 — 1979
BS/MBA, Business Education/Marketing
Kimberly (Evers) Nielsen's Robert W. Baird & Co. Experience December 2009 - January 2014
Job Analyst at Ascend Capital
Industry Investment Management
Experience
Ascend Capital January 2014 - Present
Robert W. Baird & Co. December 2009 - January 2014
WebTrends August 2008 - November 2009
Lehman Brothers June 2006 - July 2008
Skills
Equity Research, Financial Modeling, Financial Analysis, Valuation, Investments, Equities
Education
Duke University 2002 — 2006
Ascend Capital January 2014 - Present
Robert W. Baird & Co. December 2009 - January 2014
WebTrends August 2008 - November 2009
Lehman Brothers June 2006 - July 2008
Skills
Equity Research, Financial Modeling, Financial Analysis, Valuation, Investments, Equities
Education
Duke University 2002 — 2006
Diana Fox's Robert W. Baird & Co. Experience March 2006 - July 2008
Job Executive Search at Egon Zehnder
Industry Management Consulting
Experience
Egon Zehnder July 2010 - Present
Edelman Berland June 2009 - July 2010
Robert W. Baird & Co. March 2006 - July 2008
University of Chicago Booth School of Business September 2004 - June 2005
Archaeology Magazine June 2004 - August 2004
Education
Columbia University - Columbia Business School 2013 — 2015
Master of Business Administration (MBA)
University of Chicago
B.A., Psychology and Classics
Egon Zehnder July 2010 - Present
Edelman Berland June 2009 - July 2010
Robert W. Baird & Co. March 2006 - July 2008
University of Chicago Booth School of Business September 2004 - June 2005
Archaeology Magazine June 2004 - August 2004
Education
Columbia University - Columbia Business School 2013 — 2015
Master of Business Administration (MBA)
University of Chicago
B.A., Psychology and Classics
Stéphane Bouzelmat's Robert W. Baird & Co. Experience October 2012 - January 2013
Job Senior Consultant at Monitor Deloitte
Industry Management Consulting
Experience
Monitor Deloitte September 2014 - Present
Robert W. Baird & Co. October 2012 - January 2013
Emerson Process Management June 2012 - August 2012
Saipem July 2010 - June 2011
Saipem January 2007 - June 2010
Saint-Gobain Glass May 2005 - December 2006
Saint-Gobain Glass January 2004 - April 2005
Skills
Fluent English, Intermediate Italian, Intermediate Spanish, Spanish, Strategic Planning, Project Planning, Analysis, English, Operations Management, Italian, Management, Cross-functional Team..., Strategy, Project Management, Business Strategy, Energy, Business Planning, Management Consulting
Education
Duke University - The Fuqua School of Business 2011 — 2013
Master of Business Administration (MBA), Finance & Decision Sciences
Institut national des Sciences appliquées de Lyon 2000 — 2003
Master of Science Engineering, Mechanical Engineering
Monitor Deloitte September 2014 - Present
Robert W. Baird & Co. October 2012 - January 2013
Emerson Process Management June 2012 - August 2012
Saipem July 2010 - June 2011
Saipem January 2007 - June 2010
Saint-Gobain Glass May 2005 - December 2006
Saint-Gobain Glass January 2004 - April 2005
Skills
Fluent English, Intermediate Italian, Intermediate Spanish, Spanish, Strategic Planning, Project Planning, Analysis, English, Operations Management, Italian, Management, Cross-functional Team..., Strategy, Project Management, Business Strategy, Energy, Business Planning, Management Consulting
Education
Duke University - The Fuqua School of Business 2011 — 2013
Master of Business Administration (MBA), Finance & Decision Sciences
Institut national des Sciences appliquées de Lyon 2000 — 2003
Master of Science Engineering, Mechanical Engineering
Carrie Pok's Robert W. Baird & Co. Experience September 2010 - November 2012
Job Lead Business Functional Analyst at Connecture
Industry Information Technology and Services
Experience
Connecture December 2014 - Present
Associated Bank August 2014 - December 2014
Connecture April 2014 - August 2014
Connecture November 2013 - April 2014
Connecture February 2013 - November 2013
Compuware December 2012 - February 2013
Robert W. Baird & Co. September 2010 - November 2012
Robert W. Baird & Co. December 2008 - September 2010
Robert W. Baird & Co. January 2006 - December 2008
Robert W. Baird & Co. December 1998 - December 2005
Skills
Microsoft Office, PowerPoint, Working on PMP, Visio, MS Project, Microsoft Word, Certified Scrum Master..., Excel, Word, Scheduling, Microsoft Office..., Microsoft Excel, Project Coordination, Project Management, Disaster Recovery, Data Center, System Deployment, ITIL, System Administration, Requirements Analysis, Business Analysis, Agile Methodologies, Management, Microsoft Project, Process Improvement, Leadership, Process Scheduler, SDLC, SharePoint
Education
Concordia University-Wisconsin 2006 — 2009
MBA, Information Technology
Marian University 1999 — 2001
BA, Managment
Connecture December 2014 - Present
Associated Bank August 2014 - December 2014
Connecture April 2014 - August 2014
Connecture November 2013 - April 2014
Connecture February 2013 - November 2013
Compuware December 2012 - February 2013
Robert W. Baird & Co. September 2010 - November 2012
Robert W. Baird & Co. December 2008 - September 2010
Robert W. Baird & Co. January 2006 - December 2008
Robert W. Baird & Co. December 1998 - December 2005
Skills
Microsoft Office, PowerPoint, Working on PMP, Visio, MS Project, Microsoft Word, Certified Scrum Master..., Excel, Word, Scheduling, Microsoft Office..., Microsoft Excel, Project Coordination, Project Management, Disaster Recovery, Data Center, System Deployment, ITIL, System Administration, Requirements Analysis, Business Analysis, Agile Methodologies, Management, Microsoft Project, Process Improvement, Leadership, Process Scheduler, SDLC, SharePoint
Education
Concordia University-Wisconsin 2006 — 2009
MBA, Information Technology
Marian University 1999 — 2001
BA, Managment
Michael Cuneo's Robert W. Baird & Co. Experience March 2010 - August 2013
Job Associate at Greenhill & Co.
Industry Investment Banking
Experience
Greenhill & Co. September 2015 - Present
Robert W. Baird & Co. March 2010 - August 2013
Stanford Group June 2008 - March 2009
Joele Frank, Wilkinson Brimmer Katcher June 2006 - May 2008
Raymond C. Forbes May 2005 - August 2005
Education
Columbia Business School 2013 — 2015
Master of Business Administration (MBA)
The George Washington University - School of Business 2002 — 2006
BBA, Finance
Greenhill & Co. September 2015 - Present
Robert W. Baird & Co. March 2010 - August 2013
Stanford Group June 2008 - March 2009
Joele Frank, Wilkinson Brimmer Katcher June 2006 - May 2008
Raymond C. Forbes May 2005 - August 2005
Education
Columbia Business School 2013 — 2015
Master of Business Administration (MBA)
The George Washington University - School of Business 2002 — 2006
BBA, Finance
Lucas Morton's Robert W. Baird & Co. Experience September 2010 - Present
Job IT Service Desk Technician
Industry Computer Software
Experience
Robert W. Baird & Co. September 2010 - Present
Northwestern Mutual March 2008 - September 2010
Skills
Microsoft Office, Customer Service, Troubleshooting
Education
DeVry University
Robert W. Baird & Co. September 2010 - Present
Northwestern Mutual March 2008 - September 2010
Skills
Microsoft Office, Customer Service, Troubleshooting
Education
DeVry University
Andrew Epstein's Robert W. Baird & Co. Experience September 2012 - Present
Job Financial Advisor at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. September 2012 - Present
Bank of America Merrill Lynch November 2009 - September 2012
Cowen and Company May 2007 - July 2009
Cowen and Company September 2005 - May 2007
Societe Generale US June 2004 - September 2005
Education
Denison University
BA, Economics
Robert W. Baird & Co. September 2012 - Present
Bank of America Merrill Lynch November 2009 - September 2012
Cowen and Company May 2007 - July 2009
Cowen and Company September 2005 - May 2007
Societe Generale US June 2004 - September 2005
Education
Denison University
BA, Economics
Michael Gaiden, CPA, CFA's Robert W. Baird & Co. Experience April 2011 - Present
Job Analytics for Improved Decisions
Industry Investment Management
Experience
Robert W. Baird & Co. April 2011 - Present
Morningstar March 2010 - March 2011
Stark Investments June 2007 - November 2009
Ritchie Capital Management / Newberry Capital February 2003 - June 2007
William Blair and Company 2001 - 2003
divine interVentures, inc. 2000 - 2001
PricewaterhouseCoopers LLP July 1998 - March 2000
Skills
Financial Forecasting, Accounting, Internal Controls, Risk Management, Risk Assessment, Statistical Modeling, Scenario Analysis, Valuation, Due Diligence, Macroeconomics, Equities, Financial Modeling, Portfolio Management, Investments, Private Equity, Hedge Funds, Capital Markets, Financial Analysis, Finance, Bloomberg, Analysis, Strategy, Trading, Fixed Income, Equity Research, Management, Asset Management, Corporate Finance, Financial Risk, Securities, Mergers, Derivatives, Alternative Investments, Business Analysis, Investment Banking, Forecasting, Investment Management, Equity Valuation, Options, Hedging, Financial Markets, Analytics, Commodity, Bonds
Education
The University of Chicago 2003 — 2006
MBA with honors, Finance, Econometrics, Operations, and Marketing
DePaul University 1995 — 1998
Bachelor's Degree (Summa cum Laude), Accounting and Finance double-major
Robert W. Baird & Co. April 2011 - Present
Morningstar March 2010 - March 2011
Stark Investments June 2007 - November 2009
Ritchie Capital Management / Newberry Capital February 2003 - June 2007
William Blair and Company 2001 - 2003
divine interVentures, inc. 2000 - 2001
PricewaterhouseCoopers LLP July 1998 - March 2000
Skills
Financial Forecasting, Accounting, Internal Controls, Risk Management, Risk Assessment, Statistical Modeling, Scenario Analysis, Valuation, Due Diligence, Macroeconomics, Equities, Financial Modeling, Portfolio Management, Investments, Private Equity, Hedge Funds, Capital Markets, Financial Analysis, Finance, Bloomberg, Analysis, Strategy, Trading, Fixed Income, Equity Research, Management, Asset Management, Corporate Finance, Financial Risk, Securities, Mergers, Derivatives, Alternative Investments, Business Analysis, Investment Banking, Forecasting, Investment Management, Equity Valuation, Options, Hedging, Financial Markets, Analytics, Commodity, Bonds
Education
The University of Chicago 2003 — 2006
MBA with honors, Finance, Econometrics, Operations, and Marketing
DePaul University 1995 — 1998
Bachelor's Degree (Summa cum Laude), Accounting and Finance double-major
Lyle Maretech's Robert W. Baird & Co. Experience June 2007 - June 2008
Job Associate Director of Network Office Supervision at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual August 2008 - Present
Robert W. Baird & Co. June 2007 - June 2008
Morgan Stanley February 2005 - June 2007
Wachovia Securities, LLC September 2002 - February 2005
Merrill Lynch and Company, Inc. September 1999 - July 2002
Skills
Management, Leadership, Investments, Insurance, Series 7, Mutual Funds
Education
Colorado Mesa University 1986 — 1990
BBA, Finance
Northwestern Mutual August 2008 - Present
Robert W. Baird & Co. June 2007 - June 2008
Morgan Stanley February 2005 - June 2007
Wachovia Securities, LLC September 2002 - February 2005
Merrill Lynch and Company, Inc. September 1999 - July 2002
Skills
Management, Leadership, Investments, Insurance, Series 7, Mutual Funds
Education
Colorado Mesa University 1986 — 1990
BBA, Finance
Kosinski Rebekah's Robert W. Baird & Co. Experience March 2014 - Present
Job Experienced Trading Assistant
Industry Investment Management
Experience
Robert W. Baird & Co. March 2014 - Present
US Bank January 2011 - March 2014
US Bank December 2009 - January 2011
Stark Investments January 2008 - November 2009
Stark Investments April 2006 - November 2009
Stark Investments April 2006 - January 2008
US Bank December 2004 - April 2006
DePaul University January 2002 - October 2004
Pine Lake Camp May 1999 - August 1999
Education
University of Phoenix - Online 2006 — 2007
Master's, Business Administration
DePaul University 2002 — 2004
Bachelor of Science, Finance
De Paul University 2001 — 2004
Bachelors of Science, Finance; Finance
Robert W. Baird & Co. March 2014 - Present
US Bank January 2011 - March 2014
US Bank December 2009 - January 2011
Stark Investments January 2008 - November 2009
Stark Investments April 2006 - November 2009
Stark Investments April 2006 - January 2008
US Bank December 2004 - April 2006
DePaul University January 2002 - October 2004
Pine Lake Camp May 1999 - August 1999
Education
University of Phoenix - Online 2006 — 2007
Master's, Business Administration
DePaul University 2002 — 2004
Bachelor of Science, Finance
De Paul University 2001 — 2004
Bachelors of Science, Finance; Finance
Bryan Koch, CPA's Robert W. Baird & Co. Experience June 2015 - August 2015
Job Investment Banking Summer Associate at Robert W. Baird & Co.
Industry Financial Services
Experience
Johnson Graduate School of Management at Cornell University July 2014 - Present
Robert W. Baird & Co. June 2015 - August 2015
PwC 2012 - 2014
RBC Capital Markets 2011 - 2012
Eagle Oil & Gas Co. January 2010 - July 2011
Skills
Valuation, Energy Industry, Upstream, Investments, Energy, Financial Analysis, Accounting, Investment Banking, Capital Markets, Finance, Financial Modeling, Portfolio Management, Short Selling, MLPs, Corporate Finance, MLP, Auditing, Due Diligence, Transaction Advisory...
Education
Cornell University 2014 — 2016
Master of Business Administration (MBA), Investment Banking Immersion
Southern Methodist University - Cox School of Business 2010 — 2011
MSA, Accounting, Finance Concentration
Southern Methodist University - Cox School of Business 2008 — 2010
BBA, Finance, Minor History
The University of Texas at Austin 2006 — 2008
Petroleum Engineering
Johnson Graduate School of Management at Cornell University July 2014 - Present
Robert W. Baird & Co. June 2015 - August 2015
PwC 2012 - 2014
RBC Capital Markets 2011 - 2012
Eagle Oil & Gas Co. January 2010 - July 2011
Skills
Valuation, Energy Industry, Upstream, Investments, Energy, Financial Analysis, Accounting, Investment Banking, Capital Markets, Finance, Financial Modeling, Portfolio Management, Short Selling, MLPs, Corporate Finance, MLP, Auditing, Due Diligence, Transaction Advisory...
Education
Cornell University 2014 — 2016
Master of Business Administration (MBA), Investment Banking Immersion
Southern Methodist University - Cox School of Business 2010 — 2011
MSA, Accounting, Finance Concentration
Southern Methodist University - Cox School of Business 2008 — 2010
BBA, Finance, Minor History
The University of Texas at Austin 2006 — 2008
Petroleum Engineering
Luyuan Fan's Robert W. Baird & Co. Experience June 2014 - July 2014
Job Associate at McKinsey & Company
Industry Management Consulting
Experience
McKinsey & Company July 2015 - Present
Robert W. Baird & Co. June 2014 - July 2014
Viking Global Investors May 2013 - August 2013
JPMorgan Chase 2012 - 2012
JPMorgan Chase 2009 - 2011
JPMorgan Chase 2007 - 2009
Skills
Bloomberg, Private Equity, Investments, Investment Banking, Financial Modeling, Fixed Income, Valuation, Capital Markets, Public Speaking, Mergers & Acquisitions, Management Consulting
Education
Harvard University, John F. Kennedy School of Government 2013 — 2015
Master of Public Administration (MPA)
MIT Sloan School of Management 2012 — 2015
Master of Business Administration (MBA)
Duke University 2003 — 2007
Bachelor of Science (B.S.), Economics, Math
High School
High School
McKinsey & Company July 2015 - Present
Robert W. Baird & Co. June 2014 - July 2014
Viking Global Investors May 2013 - August 2013
JPMorgan Chase 2012 - 2012
JPMorgan Chase 2009 - 2011
JPMorgan Chase 2007 - 2009
Skills
Bloomberg, Private Equity, Investments, Investment Banking, Financial Modeling, Fixed Income, Valuation, Capital Markets, Public Speaking, Mergers & Acquisitions, Management Consulting
Education
Harvard University, John F. Kennedy School of Government 2013 — 2015
Master of Public Administration (MPA)
MIT Sloan School of Management 2012 — 2015
Master of Business Administration (MBA)
Duke University 2003 — 2007
Bachelor of Science (B.S.), Economics, Math
High School
High School
Nassif Dow's Robert W. Baird & Co. Experience February 2010 - June 2010
Job Vice President, Associate Wealth Management Specialist at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch July 2013 - Present
Merrill Lynch May 2012 - July 2013
Merrill Edge June 2010 - May 2012
Robert W. Baird & Co. February 2010 - June 2010
Edward Jones 2007 - 2009
JP Morgan Chase 2007 - 2007
UBS 2002 - 2005
Skills
Morningstar, Portfolio Management, Financial Modeling, Uniform Combined State..., Wealth Management, Investments, Investment Advisory, Series 63, Investment Management, Retirement, Asset Managment, Investment Strategies, Finance, Equities, Bonds, Municipal Bonds
Education
Drexel University - LeBow College of Business 2007 — 2010
Merrill Lynch July 2013 - Present
Merrill Lynch May 2012 - July 2013
Merrill Edge June 2010 - May 2012
Robert W. Baird & Co. February 2010 - June 2010
Edward Jones 2007 - 2009
JP Morgan Chase 2007 - 2007
UBS 2002 - 2005
Skills
Morningstar, Portfolio Management, Financial Modeling, Uniform Combined State..., Wealth Management, Investments, Investment Advisory, Series 63, Investment Management, Retirement, Asset Managment, Investment Strategies, Finance, Equities, Bonds, Municipal Bonds
Education
Drexel University - LeBow College of Business 2007 — 2010
Nicholas Sorden's Robert W. Baird & Co. Experience May 2012 - Present
Job Operations Manager for The Wise Investor Group at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. May 2012 - Present
Deloitte & Touche LLP June 2011 - May 2012
Willis 2010 - September 2011
Robert W. Baird & Co. June 2007 - September 2009
Ferris, Baker Watts Inc. May 2006 - June 2007
United States Coast Guard June 2003 - March 2006
Skills
Investments, Analysis, Portfolio Management, Forecasting, Equities, Corporate Finance, Fixed Income, Finance, Insurance, Management, Trading, Leadership, Program Management, Budgets, Financial Risk, Asset Allocation, Financial Modeling, Financial Analysis
Education
Columbia University in the City of New York 2007 — 2010
Bachelor of Arts, Economics
Robert W. Baird & Co. May 2012 - Present
Deloitte & Touche LLP June 2011 - May 2012
Willis 2010 - September 2011
Robert W. Baird & Co. June 2007 - September 2009
Ferris, Baker Watts Inc. May 2006 - June 2007
United States Coast Guard June 2003 - March 2006
Skills
Investments, Analysis, Portfolio Management, Forecasting, Equities, Corporate Finance, Fixed Income, Finance, Insurance, Management, Trading, Leadership, Program Management, Budgets, Financial Risk, Asset Allocation, Financial Modeling, Financial Analysis
Education
Columbia University in the City of New York 2007 — 2010
Bachelor of Arts, Economics
Julayne Ealy's Robert W. Baird & Co. Experience September 1995 - July 2003
Job Senior Business Analyst at Thomson Reuters
Industry Information Technology and Services
Experience
Thomson Reuters July 2003 - Present
Robert W. Baird & Co. September 1995 - July 2003
The Illinois Company July 1993 - September 1995
Craig Hallum Inc November 1987 - July 1993
Skills
Project Management, Change Management, Process Improvement, People Skills, Communication Skills, SDLC
Education
Davenport University 1965 — 1967
Thomson Reuters July 2003 - Present
Robert W. Baird & Co. September 1995 - July 2003
The Illinois Company July 1993 - September 1995
Craig Hallum Inc November 1987 - July 1993
Skills
Project Management, Change Management, Process Improvement, People Skills, Communication Skills, SDLC
Education
Davenport University 1965 — 1967
Jacob Shapiro's Robert W. Baird & Co. Experience July 2015 - Present
Job Investment Banking Associate at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. July 2015 - Present
Education
Northwestern University - Kellogg School of Management 2013 — 2015
Master of Business Administration (MBA), Finance, Real Estate
Columbia University in the City of New York 2006 — 2010
B.A., American History, Magna Cum Laude
The Jewish Theological Seminary of America 2006 — 2010
B.A., Talmud (Jewish Law and Ethics), Magna Cum Laude
Robert W. Baird & Co. July 2015 - Present
Education
Northwestern University - Kellogg School of Management 2013 — 2015
Master of Business Administration (MBA), Finance, Real Estate
Columbia University in the City of New York 2006 — 2010
B.A., American History, Magna Cum Laude
The Jewish Theological Seminary of America 2006 — 2010
B.A., Talmud (Jewish Law and Ethics), Magna Cum Laude
George B. Patten's Robert W. Baird & Co. Experience 2000 - 2008
Job Principal and Consultant, PM Partners Ltd
Industry Management Consulting
Experience
AUSA 2010 - 2013
Oasis Advanced Engineering November 2008 - May 2012
Robert W. Baird & Co. 2000 - 2008
Robert W. Baird & Co. 2000 - 2008
Robert W. Baird & Co. 2000 - 2008
Robert W. Baird & Co. 2000 - 2008
Robert W. Baird & Co. 2000 - 2008
PM Abrams, US Army 1991 - 1997
Skills
Business Development, Government, Leadership, Project Planning, Program Management, Financial Advisory, Executive Management, Risk Management, Military, Strategic Planning, Consulting, Management Consulting, Performance Management, Financial Services, National Security, Intelligence Analysis, DoD, Business Strategy, Leadership Development, Security Clearance, Integration, International Relations, Defense, Project Management, Earned Value Management, Operations Management, Government Contracting, Strategy, Proposal Writing, Research, Command, Change Management, Financial Analysis, Requirements Analysis, Military Operations, Army, Analysis, Information Assurance, Procurement, Cross-functional Team..., Process Improvement, Training, Management, Systems Engineering, Investment Management, Team Leadership, Six Sigma, Operational Planning, Investments, Team Building
Education
Wharton School of Business 2000 — 2000
Certified Investment Management Analyst, Finance
Duke University - The Fuqua School of Business 1985 — 1987
MBA, Finance, General
The University of Texas at Austin 1975 — 1977
BA, Economics
AUSA 2010 - 2013
Oasis Advanced Engineering November 2008 - May 2012
Robert W. Baird & Co. 2000 - 2008
Robert W. Baird & Co. 2000 - 2008
Robert W. Baird & Co. 2000 - 2008
Robert W. Baird & Co. 2000 - 2008
Robert W. Baird & Co. 2000 - 2008
PM Abrams, US Army 1991 - 1997
Skills
Business Development, Government, Leadership, Project Planning, Program Management, Financial Advisory, Executive Management, Risk Management, Military, Strategic Planning, Consulting, Management Consulting, Performance Management, Financial Services, National Security, Intelligence Analysis, DoD, Business Strategy, Leadership Development, Security Clearance, Integration, International Relations, Defense, Project Management, Earned Value Management, Operations Management, Government Contracting, Strategy, Proposal Writing, Research, Command, Change Management, Financial Analysis, Requirements Analysis, Military Operations, Army, Analysis, Information Assurance, Procurement, Cross-functional Team..., Process Improvement, Training, Management, Systems Engineering, Investment Management, Team Leadership, Six Sigma, Operational Planning, Investments, Team Building
Education
Wharton School of Business 2000 — 2000
Certified Investment Management Analyst, Finance
Duke University - The Fuqua School of Business 1985 — 1987
MBA, Finance, General
The University of Texas at Austin 1975 — 1977
BA, Economics
Rob Ketner's Robert W. Baird & Co. Experience March 2014 - March 2015
Job Associate at First Tryon Advisors
Industry Investment Banking
Experience
First Tryon Advisors April 2015 - Present
Robert W. Baird & Co. March 2014 - March 2015
Robert W. Baird & Co. March 2011 - March 2014
Cooper Industries July 2010 - March 2011
Skills
Financial Modeling, Credit Analysis, Financial Analysis, Valuation, Excel, Bloomberg, Corporate Finance, Fixed Income, Series 63, Series 7, Equities, Bonds, Credit, Capital Markets, Microsoft Excel, Investments, Investment Banking
Education
Duke University - The Fuqua School of Business 2009 — 2010
MMS
Duke University 2005 — 2009
BA, Political Science
First Tryon Advisors April 2015 - Present
Robert W. Baird & Co. March 2014 - March 2015
Robert W. Baird & Co. March 2011 - March 2014
Cooper Industries July 2010 - March 2011
Skills
Financial Modeling, Credit Analysis, Financial Analysis, Valuation, Excel, Bloomberg, Corporate Finance, Fixed Income, Series 63, Series 7, Equities, Bonds, Credit, Capital Markets, Microsoft Excel, Investments, Investment Banking
Education
Duke University - The Fuqua School of Business 2009 — 2010
MMS
Duke University 2005 — 2009
BA, Political Science
Katherine Perdreau's Robert W. Baird & Co. Experience November 2010 - April 2015
Job Lead Markit Developer Continuus Technologies
Industry Management Consulting
Experience
Continuus Technologies April 2015 - Present
Robert W. Baird & Co. November 2010 - April 2015
SafeNet Consulting July 2010 - October 2010
OutSource December 2009 - July 2010
Industries for the Blind March 2009 - August 2009
Nev's Ink, Inc. September 1999 - October 2008
Skills
BizTalk, TFS, SSIS, T-SQL, Agile Methodologies, C#, .NET, SDLC, Scrum, ETL, MarkIt EDM (Cadis), Integration, Microsoft SQL Server, SQL, Requirements Analysis, Databases, Business Analysis
Education
Regis University 2008 — 2011
Masters, Software Engineering
Dakota State University 1992 — 1997
Bachelor of Science, English for Information Systems
Continuus Technologies April 2015 - Present
Robert W. Baird & Co. November 2010 - April 2015
SafeNet Consulting July 2010 - October 2010
OutSource December 2009 - July 2010
Industries for the Blind March 2009 - August 2009
Nev's Ink, Inc. September 1999 - October 2008
Skills
BizTalk, TFS, SSIS, T-SQL, Agile Methodologies, C#, .NET, SDLC, Scrum, ETL, MarkIt EDM (Cadis), Integration, Microsoft SQL Server, SQL, Requirements Analysis, Databases, Business Analysis
Education
Regis University 2008 — 2011
Masters, Software Engineering
Dakota State University 1992 — 1997
Bachelor of Science, English for Information Systems
Kathy Hutchinson's Robert W. Baird & Co. Experience July 2013 - July 2015
Job Associate at Rialto Capital Management
Industry Financial Services
Experience
Rialto Capital Management August 2015 - Present
Robert W. Baird & Co. July 2013 - July 2015
Robert W. Baird & Co. June 2012 - August 2012
Goldman Sachs March 2011 - March 2011
Autism Speaks June 2010 - August 2010
Education
Dartmouth College 2009 — 2013
B.A., Economics, Psychology
Thomas Jefferson High School for Science and Technology 2005 — 2009
Rialto Capital Management August 2015 - Present
Robert W. Baird & Co. July 2013 - July 2015
Robert W. Baird & Co. June 2012 - August 2012
Goldman Sachs March 2011 - March 2011
Autism Speaks June 2010 - August 2010
Education
Dartmouth College 2009 — 2013
B.A., Economics, Psychology
Thomas Jefferson High School for Science and Technology 2005 — 2009
Blake Barron, J.D., M.B.A.'s Robert W. Baird & Co. Experience July 2015 - Present
Job Director of Supply Management at Robert W. Baird & Co.
Industry Insurance
Experience
Robert W. Baird & Co. July 2015 - Present
Northwestern Mutual April 2013 - Present
Sentry Insurance February 2013 - April 2013
Sentry Insurance July 2008 - February 2013
Sentry Insurance July 2007 - July 2008
Sentry Insurance May 2006 - July 2007
Daley Mohan Groble P.C. March 2004 - May 2006
Skills
Software Licensing, Contract Negotiation, Licensing Negotiations, Legal Advice, Commercial Real Estate, Financial Modeling, Contract Management, Software Procurement, IT Procurement, Purchasing Processes, Purchasing Negotiation, Indirect Purchasing, PeopleSoft, Project Management, Problem Solving, Integrity, Intellectual Property, Financial Analysis, Critical Thinking, Abstract Thinking, Sourcing, Leadership, Negotiation, Procurement, Vendor Management, Management, Strategic Planning, Human Resources, Change Management, Enterprise Software, Project Portfolio..., Information Technology, Abstracting, Strategy, Strategic Sourcing, Risk Management, Business Process..., Cross-functional Team..., Purchasing, Business Strategy
Education
Marquette University 2011 — 2012
Master of Business Administration (MBA), International Business
Marquette University Law School 2000 — 2003
Juris Doctor, Law
Colorado College 1996 — 2000
Bachelor of Arts, Biology
Robert W. Baird & Co. July 2015 - Present
Northwestern Mutual April 2013 - Present
Sentry Insurance February 2013 - April 2013
Sentry Insurance July 2008 - February 2013
Sentry Insurance July 2007 - July 2008
Sentry Insurance May 2006 - July 2007
Daley Mohan Groble P.C. March 2004 - May 2006
Skills
Software Licensing, Contract Negotiation, Licensing Negotiations, Legal Advice, Commercial Real Estate, Financial Modeling, Contract Management, Software Procurement, IT Procurement, Purchasing Processes, Purchasing Negotiation, Indirect Purchasing, PeopleSoft, Project Management, Problem Solving, Integrity, Intellectual Property, Financial Analysis, Critical Thinking, Abstract Thinking, Sourcing, Leadership, Negotiation, Procurement, Vendor Management, Management, Strategic Planning, Human Resources, Change Management, Enterprise Software, Project Portfolio..., Information Technology, Abstracting, Strategy, Strategic Sourcing, Risk Management, Business Process..., Cross-functional Team..., Purchasing, Business Strategy
Education
Marquette University 2011 — 2012
Master of Business Administration (MBA), International Business
Marquette University Law School 2000 — 2003
Juris Doctor, Law
Colorado College 1996 — 2000
Bachelor of Arts, Biology
Lauren Leibrandt's Robert W. Baird & Co. Experience June 2013 - Present
Job Associate at Robert W. Baird & Co.
Industry Investment Banking
Experience
Robert W. Baird & Co. June 2013 - Present
Robert W. Baird & Co. August 2012 - May 2013
Deutsche Bank Securities August 2010 - July 2012
Bank of America Merrill Lynch July 2008 - June 2010
Skills
Financial Modeling, Valuation, Bloomberg, Finance, Investment Banking, Investments, Private Equity
Education
Duke University 2004 — 2008
B.S., Economics
Robert W. Baird & Co. June 2013 - Present
Robert W. Baird & Co. August 2012 - May 2013
Deutsche Bank Securities August 2010 - July 2012
Bank of America Merrill Lynch July 2008 - June 2010
Skills
Financial Modeling, Valuation, Bloomberg, Finance, Investment Banking, Investments, Private Equity
Education
Duke University 2004 — 2008
B.S., Economics
John Pircon's Robert W. Baird & Co. Experience July 2008 - July 2011
Job Board Member at Kure Pain Management
Industry Venture Capital & Private Equity
Experience
New Harbor Capital LLC February 2013 - Present
Community Psychiatry July 2015 - Present
Kure Pain Management June 2015 - Present
CHS Capital LLC July 2011 - July 2013
Robert W. Baird & Co. July 2008 - July 2011
Robert W. Baird & Co. January 2007 - March 2007
Skills
Investment Banking, Investments, Private Equity, Financial Modeling, Finance, Venture Capital, Capital Markets, Financial Analysis
Education
Northwestern University - Kellogg School of Management
Dartmouth College 2004 — 2008
BA, Economics
Marquette High School
New Harbor Capital LLC February 2013 - Present
Community Psychiatry July 2015 - Present
Kure Pain Management June 2015 - Present
CHS Capital LLC July 2011 - July 2013
Robert W. Baird & Co. July 2008 - July 2011
Robert W. Baird & Co. January 2007 - March 2007
Skills
Investment Banking, Investments, Private Equity, Financial Modeling, Finance, Venture Capital, Capital Markets, Financial Analysis
Education
Northwestern University - Kellogg School of Management
Dartmouth College 2004 — 2008
BA, Economics
Marquette High School
Andrew Martin's Robert W. Baird & Co. Experience January 2009 - Present
Job Managing Director at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. January 2009 - Present
Wachovia, A Wells Fargo Company January 2003 - January 2009
Lehman Brothers June 2000 - December 2002
Merrill Lynch July 1995 - June 1998
Education
Duke Fuqua School of Business 1998 — 2000
MBA, Finance
Wake Forest University 1991 — 1995
BS, Finance, Politics
Robert W. Baird & Co. January 2009 - Present
Wachovia, A Wells Fargo Company January 2003 - January 2009
Lehman Brothers June 2000 - December 2002
Merrill Lynch July 1995 - June 1998
Education
Duke Fuqua School of Business 1998 — 2000
MBA, Finance
Wake Forest University 1991 — 1995
BS, Finance, Politics
Kevin Holbert's Robert W. Baird & Co. Experience January 2014 - Present
Job Equity Derivatives at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. January 2014 - Present
Woodlawn Advisors January 2009 - January 2014
Deutsche Bank July 2006 - January 2009
Education
Cornell University - Johnson Graduate School of Management 2004 — 2006
MBA
Columbia University in the City of New York
Bachelor of Arts (BA), Economics
Robert W. Baird & Co. January 2014 - Present
Woodlawn Advisors January 2009 - January 2014
Deutsche Bank July 2006 - January 2009
Education
Cornell University - Johnson Graduate School of Management 2004 — 2006
MBA
Columbia University in the City of New York
Bachelor of Arts (BA), Economics
Brian Neitzke's Robert W. Baird & Co. Experience October 2007 - Present
Job Sr. Advisory Trading Support Specialist at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. October 2007 - Present
Skills
Series 7, Microsoft Office, Microsoft Excel, Financial Services, Process Improvement
Education
Concordia University-Wisconsin 2005 — 2008
Master of Science (MS), Curriculum and Instruction
University of Wisconsin-Milwaukee 2001 — 2005
Bachelor of Science (BS), History
Robert W. Baird & Co. October 2007 - Present
Skills
Series 7, Microsoft Office, Microsoft Excel, Financial Services, Process Improvement
Education
Concordia University-Wisconsin 2005 — 2008
Master of Science (MS), Curriculum and Instruction
University of Wisconsin-Milwaukee 2001 — 2005
Bachelor of Science (BS), History
Jacqueline Jast's Robert W. Baird & Co. Experience July 2014 - Present
Job Equity Research Analyst at Robert W. Baird & Co.
Industry Utilities
Experience
Robert W. Baird & Co. July 2014 - Present
America Reads and Counts September 2011 - April 2014
Marquis Energy May 2013 - July 2013
Receptionist August 2010 - December 2010
Skills
Research, Public Speaking, Tutoring, Teaching, Microsoft Office, Curriculum Design, Social Media, Curriculum Development, Microsoft Excel, Community Outreach
Education
Duke University 2011 — 2014
Bachelor of Science (B.S.), Economics
Lockport Township High School 2007 — 2011
Robert W. Baird & Co. July 2014 - Present
America Reads and Counts September 2011 - April 2014
Marquis Energy May 2013 - July 2013
Receptionist August 2010 - December 2010
Skills
Research, Public Speaking, Tutoring, Teaching, Microsoft Office, Curriculum Design, Social Media, Curriculum Development, Microsoft Excel, Community Outreach
Education
Duke University 2011 — 2014
Bachelor of Science (B.S.), Economics
Lockport Township High School 2007 — 2011
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.