Experience
Robert W. Baird & Co.   August 2015 - Present
Robert W. Baird & Co.   June 2015 - August 2015
Calumet Country Club  May 2013 - August 2014
Calumet Country Club  May 2011 - August 2012

Skills
Leadership, Teamwork, Economics, Team Management, Sales, Time Management, Social Media, Team Leadership, Microsoft Word, Public Speaking, Microsoft Excel, Microsoft Office

Education
Indiana University - Kelley School of Business   2012 — 2016
Bachelor's Degree, Finance, Economic Consulting

Homewood-Flossmoor High School   2008 — 2012
High School Diploma

Experience
Robert W. Baird & Co.   July 2013 - Present
Canaccord Genuity Inc.  March 2009 - June 2013
Stanford Group Company  January 2008 - February 2009
Fulcrum Global Partners  2005 - 2006
SoundView Technology Group  1997 - 2004

Skills
Institutional Sales, Equity Research, Capital Markets, Equities, Series 7, Information Technology

Education
The University of Texas at Austin   1995 — 1996
Master of Arts (MA)

Hobart College   1989 — 1992
Bachelor of Arts (B.A.), English Language and Literature/Letters

Experience
Compound Rx Group, LLC   January 2013 - Present
JP Turner & Company, LLC   January 2001 - January 2004
Robert W. Baird & Co.   December 1999 - January 2001
Prudential Securities (now Wells Fargo)   January 1995 - November 1999
Fortune 500 Financial Services Firms   January 1990 - January 1995
ADVO  January 1985 - December 1990
Modular Mailing Systems  1988 - 1989

Skills
Business Development, Sales, Strategy, CRM, Marketing, Marketing Strategy, Management, Recruiting, Leadership, Sales Management, Social Media Marketing, Training, Market Research, Pharmaceutical Industry, Strategic Planning, Negotiation, Public Relations, Consulting, Public Speaking, Business Strategy, Mergers & Acquisitions, Pharmaceutical Sales, New Business Development, Start-ups, Product Marketing, Coaching, Pharmacy Consulting, Advertising, Project Management, Business Coaching, Selling Skills, Account Management, Business Planning, Compounding, Team Building, B2B, Team Leadership, Lead Generation, Entrepreneurship, Market Analysis, Management Consulting, Executive Management, Email Marketing, Analysis, Selling, Pharmacists, Time Management, Team Management, Competitive Analysis

Education
University of South Florida   1984 — 1987
B.S., Marketing

University of North Florida   1983 — 1983
B.S course work, A.A. Course work, Business

Florida State College at Jacksonville   1978 — 1982
AA, Business Administration

Englewood High School   1975 — 1977
High School, Pre College

Bishop Kenny High School   1974 — 1974
N/A, Pre College

Assumption Elementary   1965 — 1972
Private Catholic school, N/A

Experience
Robert W. Baird & Co.   June 1992 - Present
Robert W. Baird & Co.   June 1992 - April 2010
Robert W. Baird & Co.   January 2004 - December 2009
Arthur Andersen & Co.   June 1988 - June 1990

Skills
Equities, Asset Management, Securities, Investment Advisory, Fixed Income, Private Wealth..., Asset Managment, Wealth Management..., Portfolio Management, Investments, Investment Management, Finance, Asset Allocation

Education
Indiana University - Kelley School of Business   1990 — 1992
MBA, Finance

Louisiana Tech University   1984 — 1988
BA, Finance

Experience
Robert W. Baird & Co.   October 2014 - Present
Wells Fargo Advisors  June 2011 - October 2014
Wells Fargo Advisors  November 2007 - May 2010

Skills
Retirement Planning, Mutual Funds, Fixed Annuities

Education
Indiana University - Kelley School of Business   1998 — 2002
Bachelor of Science, Finance, Psychology

Paris High School   1994 — 1998

Experience
Robert W. Baird & Co.   February 2009 - Present
Towson MD   November 2005 - February 2009
Towson MD   January 1999 - November 2005

Skills
Investments, Retirement Planning, Microsoft Excel, Finance, Estate Planning, Strategic Planning, Public Speaking, Customer Service, Microsoft Office, Marketing, Asset Management, Equities, Financial Modeling, Mutual Funds, Nonprofits, Social Networking, Strategic Financial..., Wealth Management, Community Outreach, Life Insurance

Education
Loyola University Maryland
Master of Science (M.S.), Finance

High Point University
Bachelor of Science (BS), Accounting and Business Administration

Experience
Robert W. Baird & Co.   July 2014 - Present
Georgetown University  August 2013 - May 2014
Robert W. Baird & Co.   May 2013 - August 2013
Community Enterprise Solutions  May 2012 - July 2012
United States Senate  May 2011 - July 2011
Milwaukee Country Club  May 2008 - August 2010

Skills
Microsoft Word

Education
Georgetown University   2010 — 2014
Bachelor of Arts, Economics, magna cum laude

Marquette University High School   2006 — 2010

Experience
Robert W. Baird & Co.   November 2014 - Present
The Nautilus Group  January 2008 - October 2014
Genworth Financial  February 2006 - December 2007
Raymond James Financial  December 1998 - January 2006

Skills
Estate Planning, Business Transition..., Retirement Planning, Tax Law, Personal Financial..., Life Insurance, Long Term Care Insurance, Fixed Annuities, Variable Annuities

Education
University of Miami   1989 — 1993
Bachelor of Arts (B.A.), Political Science and Government

Florida State University   1993 — 1996
Doctor of Law (J.D.)

Experience
Robert W. Baird & Co.   December 2014 - Present
Wells Fargo Advisors, LLC  October 2013 - December 2014
Spokane ProCare   March 2009 - September 2013
Keller Williams  June 2008 - March 2010

Skills
Investments, Retirement Planning, Financial Advisory, Risk Management, Financial Services, Asset Allocation, Mutual Funds, Life Insurance, Stocks, Business Owner Planning, Fixed Income Strategies, Tax-advantaged..., Stock Market Analysis, 401k Rollovers, IRAs, Roth IRA, Concentrated Stock..., Securities, Bonds, Multigenerational..., Competitive Analysis, Social Media Marketing, Customer Service, Marketing, Microsoft Office

Education
Gonzaga University - School of Business Administration   2004 — 2008
Bachelor of Science (BS), Marketing

Gonzaga Preparatory School   2000 — 2004

Experience
Robert W. Baird & Co.   January 2015 - Present
Davidson Backman Medeiros, PLLC   December 2011 - April 2014
SoftLayer Technologies, Inc.   June 2010 - July 2010
Atwood Malone Turner & Sabin, PA   July 2009 - August 2009
Chambers of the Honorable Paul J. Kelly, Jr., The U.S. Tenth Circuit Court of Appeals   June 2009 - July 2009
WatchGuard Technologies  December 2005 - July 2008

Education
University of Missouri-Kansas City School of Law   2013 — 2014
Master of Laws (LLM) in Taxation

Gonzaga University School of Law   2008 — 2011
J.D.

Gonzaga University   2000 — 2004
B.A., Political Science

Experience
Ameriprise Financial Services, Inc.   September 2015 - Present
Robert W. Baird & Co.   January 2010 - September 2015
Morgan Stanley Smith Barney  May 1987 - January 2010

Education
Hamline University   1973 — 1977
BA, Business Economics

Experience
Robert W. Baird & Co.   October 2011 - Present
Morgan Stanley Smith Barney  1991 - 2011

Education
Gettysburg College   1975 — 1979
BS, Business Administration

Experience
Robert W. Baird & Co.   Financial AdvisorEdward JonesDecember 2006 - September 2008

Education
Hope College   2003 — 2006
B.S., Business Management

Clay High School

Experience
Robert W. Baird & Co.   February 2009 - Present
Morgan Stanley Smith Barney  February 2006 - February 2009
Legg Mason Capital Management  July 1997 - February 2006
M&T Bank  July 1980 - July 1997

Skills
Investments, Series 7, Process Improvement, Series 63, Mutual Funds, Securities, Equities, Strategic Planning, Alternative Investments, Team Leadership, Fixed Income, Portfolio Management, Bloomberg, Hedge Funds, Sales, Asset Managment, Customer Service, Team Building, Trading, Investment Management, Investment Advisory, 401k, Asset Management, Wealth Management

Education
Essex Community College   1979 — 1980
Business, Business

Villa Julie College   1978 — 1979
Para Legal

Sparrows Point High School   1975 — 1978

Experience
NVR, Inc.   July 2012 - Present
Robert W. Baird & Co.   July 2007 - April 2012
Girl Scout Council of the Nation's Capital  September 2010 - June 2011
Ferris Baker Watts  April 2006 - July 2007

Skills
Customer Service, Accounts Payable, Budgeting, Coordinating Special..., Innovative Problem..., Accounts Receivable, Team Building, Training & Development, Team Leadership, Marketing Assistance, Performance Reviews, Program Development, Community Outreach, Internal Communications, Compassion, Working With Children, Business Correspondence, Typing, Phone Skills, Client Relationship..., Purchasing, Accounting, Training, Office Management, Hiring, Leadership Development, Time Management, Event Management, Outlook, Microsoft Office, Data Entry, Sales, Management, Employee Training, Budgets, Marketing

Education
George Mason University

Montgomery College

Northern Virginia Community College

Watkins Mill High School

Experience
Merrill Lynch  May 2013 - Present
Merrill Lynch  February 2013 - May 2013
Robert W. Baird & Co.   January 2013 - January 2013
HFP Capital Markets LLC  October 2012 - January 2013
Northwestern Mutual  September 2012 - November 2012
Wilton Field Hockey   August 2011 - November 2012

Skills
Bloomberg, Teamwork, Microsoft Office, Social Media, Outlook, Public Speaking

Education
Fairfield University   2009 — 2013
Bachelor of Science (BS), Mathematics, Minor: Finance, Minor: Educational studies

Experience
Robert W. Baird & Co.   January 2015 - Present
Robert W. Baird  May 2009 - Present
Stanford Group Company  April 2008 - February 2009
Pacific Growth Equities  2007 - 2008
Merrill Lynch  2003 - 2006

Skills
Alternative Investments, Bloomberg, Asset Management, Capital Markets, Due Diligence, Emerging Markets, Corporate Finance, Equities, Equity Research, Financial Analysis, Financial Modeling, Hedge Funds, Investment Banking, Investments, Mergers, Portfolio Management, Private Equity, Research, Valuation, Venture Capital

Education
CFA Institute
CFA

Grissom

Humboldt State University
BA, Economics/Mathematics

University of Alabama
BA, Economics/Mathematics

University of California, Santa Barbara
MA, Economics

Experience
Robert W. Baird & Co.   August 2011 - Present
Compuware  August 1997 - October 2012
West Bend   March 2008 - July 2011
Kohl's Department Stores  October 2007 - March 2008
West Bend Mutual Insurance  April 2007 - October 2007
MSB  December 2005 - April 2007
Johnson Controls  July 2003 - September 2005
GE Healthcare  January 2001 - July 2003
Baxter  May 2000 - October 2000
Northwestern Mutual  April 1998 - April 2000

Skills
Quality Assurance, User Acceptance Testing, Test Planning, Testing, Test Automation, Manual Testing, System Testing, Requirements Analysis, Agile, Software Quality..., Process Improvement, Process Development, Team Leadership, SDLC, Visio, Agile Methodologies, Regression Testing, Defect Tracking, Test Cases, Test Management, Software Project...

Education
Edinburgh Napier University   1993 — 1994
M.Sc., Software Integration

Paisley College Of Technology   1982 — 1987
B.Sc. (Hons), Industrial Engineering

Experience
Robert W. Baird & Co.   April 2013 - Present
Wealth Enhancement Group  August 2003 - April 2013
Thrivent Financial for Lutherans  June 2001 - August 2003

Skills
Wealth Management, Retirement Planning, Financial Services, Mutual Funds, Financial Advisory, Wealth Management..., Series 7, Investments, Securities, FINRA, Strategic Financial..., Estate Planning, Social Security, Asset Management, Insurance, Risk Management, Investment Portfolio, Series 65, 401k, Employee Stock Options, Fiduciary

Education
Gustavus Adolphus College   1997 — 2001
Bachelor of Arts (B.A.), Financial Economics

Cannon Falls High School

Leadership St. Paul (LSP) Class of 2015

Experience
Robert W. Baird & Co.   August 2006 - Present
5/3 Securities   April 2005 - August 2006
Morgan Stanley  March 2004 - April 2005
New York Life Insurance Company  January 2003 - March 2004

Education
Grand Valley State University   1998 — 2002
Bachelor of Business Administration (BBA), Accounting and Finance

Kingston University   2001 — 2001
International Business

Experience
Hudson Advisors, LLC  July 2015 - Present
Hudson Advisors, LLC  July 2014 - June 2015
Robert W. Baird & Co.   July 2011 - June 2014
Periculum Capital Company, LLC  June 2010 - August 2010

Skills
Financial Modeling, Valuation, Corporate Finance, Private Equity, Due Diligence, Capital Markets, Mergers & Acquisitions, Investment Banking

Education
Indiana University - Kelley School of Business   2007 — 2011
Bachelor of Science, Finance, Accounting

Experience
Dover Corporation  August 2014 - Present
Robert W. Baird & Co.   December 2011 - June 2014
KPMG Corporate Finance, LLC  July 2011 - December 2011
KPMG Corporate Finance, LLC  March 2010 - July 2011
KPMG, LLP  October 2009 - March 2010

Education
University of Chicago Graham School of Continuing Liberal and Professional Studies   2010 — 2011
Certificate, Financial Decision Making

Illinois State University   2004 — 2009
B.S., Finance

Illinois State University   2004 — 2009
B.S., Accounting

Experience
NYU Stern School of Business  August 2014 - Present
Robert W. Baird & Co.   June 2015 - August 2015
AMD  July 2014 - August 2014
AMD  August 2012 - July 2014
Synopsys  February 2007 - August 2012
LogicBlox  May 2006 - August 2006
RWTH Aachen University  May 2004 - August 2004
Pramati Technologies  May 2003 - July 2003

Skills
Financial Modeling, Investment Banking, Risk Management, Investment Management, Microsoft Excel Modeling, Financial Reporting, Corporate Finance, Private Equity, Financial Analysis, Valuation, Stock Market Analysis, Modeling, Simulations, Microeconomics, Data Analytics, Algorithms, Web Services, Python, Perl, Optimization, Data Structures, Statistics, Optimizations, C++, Parallel Computing, C, Machine Learning, High Performance..., ASIC, TCL, FPGA, Multithreading, Compilers, EDA, Computer Architecture, VLSI, Digital Signal..., SoC, Debugging, Verilog, R&D, VHDL

Education
New York University - Leonard N. Stern School of Business   2014 — 2016
Master of Business Administration (MBA), Finance, Accounting and Global Business

University of Illinois at Urbana-Champaign   2005 — 2006
Master of Science (MS), Computer Science

Indian Institute of Technology, Kharagpur   2001 — 2005
Bachelor of Science (BS), Computer Science

Kendriya Vidyalaya, IIT Kharagpur   1993 — 2001
High School Diploma, High School/Secondary Diplomas and Certificates, 5-12

Experience
Bessemer Trust  January 2015 - Present
Goldman Sachs  June 2012 - January 2015
Robert W. Baird & Co.   June 2011 - May 2012
A.C. Nielsen Center for Marketing Research   April 2008 - July 2011
M&I Bank (part of BMO)   May 2010 - September 2010

Skills
FactSet, Bloomberg, Microsoft Office, HTML, Financial Analysis, Equity Research, Financial Modeling, Communication Skills

Education
University of Wisconsin-Madison - School of Business   2007 — 2012
Bachelor's Degree, Finance, Investment & Banking; French Certificate

ESCP Europe   2009 — 2009
Study Abroad Exchange Program

Université Paris-Sorbonne   2009 — 2009
Study Abroad Exchange Program

Rhinelander High School   2005 — 2007
High School

Madison West High School   2003 — 2005
High School

Experience
TCP Venture Capital   January 2013 - Present
Stifel Nicolaus Weisel  June 1999 - December 2012
Robert W. Baird & Co.   1992 - 1997
Citi  1989 - 1992

Skills
Equities, Alternative Investments, Capital Markets, Series 7 & 63, Hedge Funds, Investment Banking, Business Model Analysis, Capital Structure Design, Presentation Design, Negotiation, Business Valuation, Private Equity, Mergers & Acquisitions, Business Modeling, Valuation, Investor Relations, Financial Modeling, Venture Investing, Investor Relationship, Management Coaching, Financial..., Excellent Written &..., Presentation Delivery, Board/Investor..., Public Company..., Venture Capital, LBO, Structured Finance, Capital Raising, Capital, Equity Capital Markets, Strategy, Private Placements, Finance, Series 7, Due Diligence, Corporate Development, M&A experience

Education
Emory University - Goizueta Business School   1997 — 1999
Master of Business Administration (M.B.A.), Finance, General

Northwestern University   1985 — 1989
Bachelor of Arts (BA), Economics

Experience
Robert W. Baird & Co.   May 2006 - Present
Indiana University Bloomington  August 2002 - August 2005

Skills
Portfolio Management, Asset Management, Wealth Management, Investments, Bonds, Fixed Income, Separately Managed..., Tactical Asset..., Community Foundations, Private Foundations, Interest Rate Risk..., Municipal Bonds, Private Equity

Education
Indiana University - Kelley School of Business   2002 — 2006
B.S., Finance, Economics

Experience
Thames Cleaning   October 2014 - Present
PortraitLife   June 2007 - July 2015
Maui Jim  November 2013 - March 2014
Dream Center Peoria   June 2010 - January 2011
Robert W. Baird & Co.   February 2007 - May 2007

Skills
Highly detail oriented, Hospitality, Individual Counselling, Event Planning, Organizational..., Building Relationships, Microsoft Excel, Fashion, Photoshop, Mac, Microsoft Word, PowerPoint, Microsoft Office, Customer Service, PC

Education
Illinois State University   2008 — 2010
Bachelor of Science (BS), Marketing

Illinois Central College   2006 — 2008
Associate's degree, Business Administration and Management, General

Experience
Achievers  August 2013 - Present
Salesforce.com  2010 - 2013
Robert W. Baird & Co.   2009 - 2010
LexisNexis  2003 - 2006
R.H. Donnelley   2000 - 2003
United States Navy  1994 - 1997

Skills
Social Media Marketing, Enterprise Software, Solution Selling, CRM, Social Media, Social Media Strategist, Cloud Computing, Salesforce.com, Digital Marketing, Social Listening, Social Media Measurement, Social Media Consulting, SEO, PPC, Website Creation, Banner Ads, Marketing Automation, Lead Generation, Marketing, Management

Education
University of Minnesota - Carlson School of Management   2007 — 2009
Full-Time MBA, Strategy & Finance

Illinois State University   1997 — 2000
BS, History

Experience
Black River Asset Management  July 2012 - Present
Kennedy Capital Management  May 2011 - October 2011
Robert W. Baird & Co.   June 2011 - August 2011
China Southern Fund Management Co., Ltd.   July 2009 - August 2009

Skills
Financial Modeling, Valuation, Corporate Finance, Financial Analysis, Fixed Income, Credit Analysis, Capital Markets, Bloomberg, Private Equity, Investment Banking, Statistical Modeling, Matlab, Mandarin, R, Derivatives, Advanced MS Excel, Eviews, Analysis, Finance, Portfolio Management, Investments, Microsoft Excel

Education
Washington University in St. Louis - Olin Business School   2010 — 2012
Master of Science (MS), Finance, 3.9

Peking University   2006 — 2010
Bachelor of Arts (B.A.), Finance and Banking, 3.7

Hong Kong University of Science and Technology - School of Business and Management   2007 — 2008
Exchange Student, Finance and Economics, 3.8

Fitch Learning
Distressed Valuation; Capital Structures and Debt Products

Experience
Henderson Global Investors  January 2015 - Present
Robert W. Baird & Co.   September 2013 - December 2014
The Vanguard Group  October 2012 - July 2013
The Vanguard Group  June 2011 - October 2012
The Vanguard Group  January 2010 - June 2011
First Industrial Realty Trust  September 2007 - November 2008

Skills
Financial Analysis, Financial Modeling, Corporate Finance, Strategic Financial..., Real Estate Transactions, Commercial Real Estate, Modern Portfolio Theory, Investment Portfolio, Customer Service, Building Relationships, Strategic Leadership, Asset Management, Analysis, Data Analysis, Finance, Mutual Funds, Strategy, Portfolio Management, Series 7, Investments, Securities

Education
Gonzaga University - School of Business Administration   2006 — 2007
Master of Business Administration (MBA), Finance

Gonzaga University - School of Business Administration   2002 — 2006
Bachelor of Business Administration (B.B.A.), Law and Public Policy

Arizona School of Real Estate & Business   2007 — 2008
Real Estate Sales Person License, Real Estate

Experience
Robert W. Baird & Co.   June 2015 - August 2015
Danvers Community Access Television (DCAT)   September 2014 - December 2014
Sunday River Skiway  May 2014 - August 2014
Endicott College  2011 - 2014
Unum  January 2013 - January 2013
Pat's Pizza  June 2010 - August 2012
Ethos Marketing and Design  January 2012 - January 2012
WGME - CBS13   April 2011 - April 2011

Skills
PowerPoint, Microsoft Word, Final Cut Pro, Editing, Social Media, Photoshop, Photography, Social Networking, Facebook, Microsoft Excel, Public Speaking, Event Planning, Microsoft Office, Time Management

Education
Endicott College   2011 — 2015
Bachelor of Science, Communication

University of Westminster   2013 — 2014
Study Abroad

Gorham High School   2007 — 2011
High School

Experience
St. Mary Catholic Congregation   March 2014 - Present
Strayer University  January 2013 - Present
St. Anthony the Hermit   2013 - Present
RBC Wealth Management  December 2007 - March 2013
Associated Bank  March 2007 - December 2007
Chase  January 2005 - January 2007
Robert W. Baird & Co.   April 2002 - April 2005
Batteries Plus  August 2000 - November 2001
Interstate Batteries  October 1991 - July 1999

Skills
Financial Services, Securities, Relationship Management, Banking, Portfolio Management, Strategic Financial..., Investments, Credit, Insurance, Asset Managment, Series 7, Credit Analysis, Financial Analysis, Risk Management, Finance, Mutual Funds, Asset Management, Strategic Planning, Management, Business Planning, Information Security, SEO, System Administration, Help Desk Support, Disaster Recovery, Business Continuity..., Equities, Webmaster Services, TCP/IP, Social Media, Underwriting, Series 63, Cash Management, P&L Responsibility, Life & Health Insurance..., Recruiting, Training, Leadership, Budgets, Marketing, Networking, Time Management, Software Documentation, New Business Development, Interviews, Vendor Management, Customer Service, Process Improvement, CRM, Human Resources

Education
Strayer University   2013 — 2015
MSIS, Enterprise Network Management, 4.0 GPA

Shippensburg University of Pennsylvania   1987 — 1989
Bachelor of Science; BSBA, Business Administration; Marketing

Howard Community College   1982 — 1985
Associate of Arts; AA, Business Administration;

Wilde Lake High School   1980 — 1983

Experience
Robert W. Baird & Co.   March 2012 - Present
University of Wisconsin-Madison  July 2010 - July 2012
UBS  June 2011 - August 2011
United Football League  September 2009 - July 2010
Morgan Stanley Smith Barney  June 2009 - September 2009
National Football League  May 2006 - February 2009

Skills
Equity Research, Financial Analysis, Financial Modeling, Microsoft Excel, Microsoft Office, Equities, Trading, Bloomberg, Finance, Valuation, Investments, Leadership, Data Analysis, Portfolio Management, Corporate Finance, Market Research, Analysis, Statistics, Risk Management, Asset Management, Strategic Planning, Private Equity

Education
University of Wisconsin-Madison - School of Business   2010 — 2012
MBA, Applied Security Analysis

Harvard Business School   2008 — 2008
Certificate, NFL Brusiness and Entrepreneur Program

Princeton University   2002 — 2006
B.A., Psychology

Experience
Robert W. Baird & Co.   December 2014 - Present
Resonance Medical Technologies   November 2011 - Present
The Ansley Capital Group, LLC   April 2013 - November 2014
Grant Thornton LLP  July 2011 - March 2013
Linden LLC  April 2011 - June 2011
Plexus  November 2007 - April 2011
BearingPoint  February 2006 - November 2007
Peace Corps, Bulgaria  August 2003 - October 2005

Skills
Due Diligence, Healthcare, Mergers, Financial Modeling, Manufacturing, Financial Analysis, Financial Management, Medical Devices, M&A due diligence, Mergers & Acquisitions, Leadership, Managerial Finance, Strategy, Finance, Management, Private Equity, Investment Banking, Start-ups

Education
The University of Chicago Booth School of Business   2007 — 2011
MBA, Analytical Finance, Econometrics (Statistics), and Economics

Indiana University - Kelley School of Business   2000 — 2003
BS, Business Process Management

Maastricht School of Management   2002 — 2002
EU Policy and Environmental Law

Experience
The Bon-Ton Stores, Inc.   September 2015 - Present
The Bon Ton Stores Inc.  December 2013 - Present
Robert W. Baird & Co.   July 2013 - December 2013
Wells Fargo  May 2008 - August 2013
James Jeans  September 2007 - April 2008
EXPRESS  September 2006 - June 2007

Skills
Management, Sales, Customer Service, Time Management, People-oriented, Goal Oriented, Trendspotting, Product Development, Marketing, Fashion, Retail, Team Leadership

Education
Fashion Institute of Design & Merchandising
Associate of Arts (AA), Merchandise Product Development

Rocky Mountain College of Art + Design (RMCAD)
Bachelor's degree, Fashion/Apparel Design

Experience
Robert W. Baird & Co.   July 2014 - Present
Georgetown University  June 2013 - May 2014
ARAMARK  August 2012 - May 2014
Georgetown University Grilling Society (GUGS)   December 2012 - December 2013
Viacom  June 2013 - August 2013
United States Senate  June 2012 - September 2012
Yacht Club of Stone Harbor  June 2009 - August 2011

Skills
Social Media, Research, Marketing, Market Research, Analysis, Sales, Financial Modeling, Leadership

Education
Georgetown University   2010 — 2014
Bachelor’s Degree, International Business and Marketing

Park Tudor School

Experience
Robert W. Baird & Co.   July 2014 - Present
Lazard Ltd.  May 2013 - August 2013
Draper and Kramer  May 2011 - August 2012

Education
Goizueta Business School, Emory University   2010 — 2014
Bachelor of Business Administration (BBA), Finance & Accounting

Experience
PRGX  March 2014 - Present
PRGX  July 2012 - Present
Kohl's Department Stores  May 2011 - August 2011
Robert W. Baird & Co.   July 2010 - August 2010

Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Photoshop, Research, Social Media, Public Speaking, Teamwork, English, Sales, Financial Analysis, Analysis, Finance, Data Analysis, Time Management

Education
Indiana University - Kelley School of Business   2008 — 2011
Bachelor's degree, Finance, General

Western Michigan University   2007 — 2008

Experience
Robert W. Baird & Co.   June 2005 - Present
PwC  July 2002 - October 2003
Arthur Andersen LLP  June 1990 - May 2002

Skills
Tax, Accounting, Financial Analysis, Financial Reporting, Auditing, Financial Accounting, Budgets, Strategic Financial..., Financial Services, Estate Planning, Investment Advisory, State Tax, Finance, Investment Strategies, Personal Financial..., Corporate Tax

Education
Georgetown University Law Center   1987 — 1990
Doctor of Law (JD), Law

University of Wisconsin-Madison   1983 — 1987
Bachelor of Business Administration (BBA), Accounting

Experience
Wells Fargo Advisors, LLC  January 2006 - Present
Robert W. Baird & Co.   January 1999 - February 2006
Internal Revenue Service  January 1973 - December 1979

Education
Florida State University   1969 — 1973
BA, International Business

Boone High School Orlando Florida   1966 — 1969

Experience
Robert W. Baird & Co.   May 2014 - Present
von Briesen & Roper, s.c.   September 2013 - February 2014
Sephora  March 2013 - August 2013
DU Health and Counseling Center   January 2012 - June 2013
Two Men and a Truck  June 2012 - August 2012
University of Denver Bookstore   October 2009 - January 2012
Refined Boutique   June 2010 - September 2011

Skills
Data Entry, PowerPoint, Microsoft Excel, Customer Service, Microsoft Office, Facebook, Problem Solving, Marketing, Outlook, Microsoft Word, Event Planning, Finance, Social Media, Typing, Organizing, Beauty Industry, Retail, Accurate Data Entry, Self-starter, Social Networking, CRM, Social Media Marketing, Leadership, Microsoft PowerPoint, Telephone Skills, Mac, Decision Making, Team Building, Training, Purchasing, Purchase Orders, Shipping, UPS Shipping, Office Administration, Phone Etiquette

Education
University of Denver - Daniels College of Business   2009 — 2013
BSBA, General Business, Minor in Finance, Senior

Griffith University   2011 — 2011
BSBA, Business

Experience
Easy Metrics Inc.  April 2015 - Present
Ambrick Painting Company, Inc.   June 2001 - Present
Robert W. Baird & Co.   April 2014 - February 2015
Kalmbach Publishing Co.  March 2000 - June 2001
Milwaukee Journal Sentinel  July 1999 - August 2000

Skills
Software, Software Development, Software Engineering, JavaScript, HTML, Visual Studio, CSS, C++, Java, Visual Basic, LiquidOffice, Autonomy Process..., Painting, Marketing, Advertising, Marketing Strategy, Marketing Communications, Customer Satisfaction, Time Management, Management, Team Building, Online Advertising, Public Speaking, Supervisory Experience, Customer Service, Budgets, Small Business, Leadership, Process Scheduler, Training, Drywall, Restoration, Project Planning, Social Media, Strategic Planning, Social Networking, Team Leadership, Email Marketing, Networking, Event Management, Coaching, Microsoft Office, Sales Operations, Market Planning, Social Media Marketing, Lead Generation, Mobile Application..., PHP, SQL, MySQL

Education
Herzing University-Brookfield   2013 — 2014
Bachelor's Degree, Software Development with a Concentration on Computer Programming, 4.0

Herzing University   2013 — 2013
Associate's Degree, Software Development, 4.0

University of Wisconsin-La Crosse   1993 — 1998
Bachelor of Science, Marketing

Greenfield High School   1989 — 1993
Diploma

Experience
Robert W. Baird & Co.   January 2010 - Present
UBS Financial Services  February 2000 - February 2010
Unishippers  1998 - 2000

Skills
Financial Analysis, Finance, Investments, Strategic Financial..., Retirement Planning, Retirement, Series 63, Series 7, Alternative Investments, Wealth Management, Estate Planning, Financial Planning, Jokes, Leadership, Mutual Funds, Strategic Planning

Education
Franciscan University of Steubenville   1994 — 1998

Walsh Jesuit   1990 — 1994

Experience
DTZ  December 2013 - Present
Cushman & Wakefield  March 2013 - December 2013
Cushman & Wakefield  September 2010 - March 2013
ThePort Network, Inc.   April 2010 - September 2010
Creative Strategy   April 2009 - November 2009
The Institute for Justice   October 2008 - April 2009
Robert W. Baird & Co.   September 2007 - February 2008

Skills
Event Management, Accounting, Recruiting, Accounts Payable, Real Estate, Event Planning, Social Media, Marketing Strategy, Social Media Marketing, Training, Microsoft Excel, Microsoft Office, Public Speaking

Education
Furman University   2004 — 2007
BA

BS-H   1997 — 2003

Experience
Robert W. Baird & Co.   May 2015 - Present
Jumpstart  August 2013 - May 2015

Skills
Team Management, Leadership, Public Speaking, Microsoft Excel, Event Planning, Research, Teamwork, Microsoft Office, PowerPoint, Microsoft Word, Restaurant Reviews

Education
Georgetown University   2013 — 2017
Bachelor's Degree, Accounting and English

Experience
The Standard  June 2015 - Present
The Standard  2013 - Present
LPL Financial  2011 - 2012
LPL Financial  2011 - 2012
Robert W. Baird & Co.   2009 - 2010
Wells Fargo Advisors  2004 - 2009
UBS  1999 - 2004

Skills
Financial Services, Mutual Funds, Management, Project Management, Analysis, Finance, Insurance, Process Improvement, Employee Benefits, Leadership

Education
Illinois State University   1996 — 1998

Experience
SWM International  2013 - Present
Great Range Capital   2011 - 2013
Superior Essex  2007 - 2011
GMT Corporation  2006 - 2007
Robert W. Baird & Co.   2005 - 2006
Ernst & Young  July 2000 - July 2003

Education
Emory University - Goizueta Business School   2003 — 2005
MBA, Finance

University of Iowa - Henry B. Tippie College of Business   1996 — 2000
BBA, Finance, Graduated with Distinction

Experience
Dell  January 2015 - Present
Dell  January 2014 - December 2014
Dell  July 2012 - December 2013
Robert W. Baird & Co.   July 2009 - July 2012
Tholons   January 2007 - June 2009
Atos Origin  April 2006 - December 2006
Cognizant Technology Solutions  November 2002 - May 2004

Skills
Business Strategy, International Market..., Management Consulting, C-Level Consulting, Contract Negotiation, Deal Sourcing, Global Sourcing, Business Intelligence, Strategy, Private Equity, Venture Capital, Operational Due..., Outsourcing, Consulting, Business Analysis, Leadership, Start-ups, Business Development, Financial Modeling, Business Planning, Management, Mergers & Acquisitions, Analytics

Education
Indian Institute of Management, Lucknow   2004 — 2006
Master of Business Administration (MBA)

Visvesvaraya Technological University   1998 — 2002
BE, Mechanical

Experience
Robert W. Baird & Co.   2013 - Present
Leerink Swann  2011 - 2013
Robert W. Baird & Co.   January 2007 - August 2011
Hambrecht & Quist  1999 - 2002

Skills
Private Equity, Investment Banking, Valuation, Mergers & Acquisitions, Financial Modeling, Venture Capital, Corporate Finance, Capital Markets, Due Diligence, Corporate Development, Equities, Investments

Education
Georgetown University   1988 — 1992
Bachelor of Science (B.S.), business administration

Experience
Robert W. Baird & Co.   July 2014 - Present
The Kenan-Flagler Private Equity Fund  December 2012 - May 2014
The Halifax Group, LLC  June 2013 - August 2013
Navigant Consulting  2010 - 2012
PwC  2007 - 2010
PwC  2006 - 2006

Skills
Financial Modeling, Data Analysis, Project Management, Analytical Skills, Close Attention to..., Financial Statement..., Financial Investigation, Client Facing Skills, Data Collection, Oral & Written..., High Pressure..., Private Equity, Financial Accounting, Accounting, Financial Services, Corporate Finance, Valuation, Financial Analysis, Assurance, Business Valuation, Due Diligence

Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School   2012 — 2014
Master of Business Administration (MBA), Corporate Finance, Entrepreneurship

Georgetown University   2003 — 2007
Bachelors of Science in Business Administration, Accounting and Finance

Langley High School   1999 — 2003

Experience
Robert W. Baird & Co.   January 2007 - Present
PRA International  2002 - 2006
PSINet  1999 - 2002

Education
University of Notre Dame - Mendoza College of Business   1995 — 1996
MBA

Elmhurst College   1989 — 1993
BS

MFHS

Experience
Pritzker Group  February 2012 - Present
Robert W. Baird & Co.   February 1994 - February 2012
Kidder Peabody & Co.   September 1983 - February 1994

Skills
Private Equity, Venture Capital, Valuation, Alternative Investments, Financial Modeling, Investments, Mergers & Acquisitions, Investment Banking, Due Diligence, LBO, Corporate Finance, Equities, Hedge Funds, Corporate Development, Portfolio Management, Asset Management, Capital Markets, Restructuring, M&A experience, Fixed Income, Private Placements, Strategy, Financial Analysis, Entrepreneurship, Start-ups, Emerging Markets, Executive Management, Business Strategy, Mergers, Finance, Business Valuation

Education
Harvard Business School   1985 — 1987
MBA

The University of Chicago   1979 — 1983
AB, Economics

Experience
Oppenheimer & Co. Inc.   December 2005 - Present
Oppenhemer & Co. Inc.   December 2005 - May 2012
Robert W. Baird & Co.   November 2001 - December 2005

Education
Franklin & Marshall College   1966 — 1970
Bachelor of Arts (B.A.), English Literature and Sculpture

Syracuse University
Master of Arts (MA), Magazine Journalism

Experience
American Realty Capital  September 2010 - Present
Robert W. Baird & Co.   January 2008 - September 2010
Morgan Stanley & Co.   January 2005 - December 2007
Coopers & Lybrand LLP  January 1990 - January 1997

Skills
Investment Banking, Finance, Securities, Asset Management, Due Diligence, Valuation, Financial Modeling, Financial Services, Investment Properties, Investors, Investments, Mergers, Portfolio Management, Private Equity, Property, Capital Markets, Leases, Alternative Investments, Commercial Real Estate

Education
Golden Gate University   1991 — 1994
MSc, Taxation

University of California, Davis   1986 — 1990
BSc, Agricultural and Managerial Economics

Experience
Coldwell Banker Residential Real Estate - Florida  April 2015 - Present
RBC  February 2004 - March 2009
William R. Hough & Co.   January 2001 - February 2004
Robert W. Baird & Co.   January 2000 - January 2001
Legg Mason  July 1999 - January 2000
Franklin Templeton Investments  August 1994 - July 1999

Skills
Negotiation, Social Networking, Creativity Skills, Value Based Selling, Dynamic Communicator, Inspiration

Education
Eckerd College   1996 — 2000
Bachelor's degree, Business Administration and Management, General

Experience
Robert W. Baird & Co.   July 2014 - Present
Robert W. Baird & Co.   July 2013 - June 2014
Robert W. Baird & Co.   July 2012 - June 2013
Robert W. Baird & Co.   July 2010 - June 2012
Georgetown University Alumni & Student Federal Credit Union  January 2008 - March 2010
Robert W. Baird & Co.   May 2009 - August 2009
Robert W. Baird & Co.   May 2007 - August 2007

Skills
Financial Modeling, Valuation, Financial Analysis, Investment Banking, Due Diligence, Corporate Finance, Capital Markets, M&A Modeling, M&A analysis, M&A experience, Mergers

Education
Georgetown University - The McDonough School of Business   2006 — 2010
BSBA, Finance, International Business, Chinese

Princeton University
Chinese

Experience
Wind Point Partners  August 2015 - Present
J.P. Morgan   November 2013 - July 2015
Robert W. Baird & Co.   July 2012 - November 2013
PwC  June 2011 - August 2011
Belgacom  April 2011 - May 2011

Education
Indiana University - Kelley School of Business   2010 — 2012
MBA, Financial Analysis

Indiana University - Kelley School of Business   2007 — 2010
B.S., Accounting

Experience
Guardian Life  January 2015 - Present
JPMorgan Chase  2012 - 2015
AIG  2009 - 2012
Zurich Insurance Company Ltd.  2001 - 2009
Robert W. Baird & Co.   1996 - 1998
Norwest Banks  1992 - 1996

Skills
Investments, Asset Managment, Portfolio Management, Fixed Income, Equities, Private Equity, Hedge Funds, Quantitative Analytics, Predictive Modeling, Strategic Planning, Business Strategy, Business Analysis, Financial Analysis, Finance, Risk Management, Change Management, Project Management, Process Improvement, Executive Management, Business Development, Mergers, Underwriting

Education
IMD (International Institute for Management Development) - Business Programs   2008 — 2008
Executive Leadership, International Business

University of Wisconsin-Madison   1998 — 2000
Master of Business Administration (M.B.A.), Risk Management and Insurance

University of Wisconsin-Madison   1998 — 2000
Master of Business Administration (M.B.A.), Finance, Investment and Banking

Northwestern University   1988 — 1992
Bachelor of Arts (B.A.), Economics

Experience
HRC Fund Associates  March 2014 - Present
HRC Fund Associates  September 2013 - March 2014
Morgan Stanley Wealth Management  March 2011 - August 2013
Robert W. Baird & Co.   June 2010 - March 2011
Sequinox   June 2009 - May 2010

Skills
Microsoft Excel, Financial Analysis, Microsoft Office, PowerPoint, Microsoft Word, Research, Customer Service, Teamwork, Social Media, Public Speaking, Java, SQL, Series 7, Series 63, Data Analysis, Retirement Planning, Outlook, Investments, Portfolio Management

Education
Franklin & Marshall College   2006 — 2010
Bachelor of Arts (BA), Major: Business Minor: Economics

International Education Services - Rome, Italy

Experience
Wells Fargo  2014 - Present
BMO Financial Group  2012 - 2014
Avnet  March 2010 - 2012
US Bancorp Investments, Inc. & Insurance Services, LLC.   August 2006 - December 2009
The Vanguard Group  April 2004 - August 2006
Beneco  August 2003 - April 2004
Robert W. Baird & Co.   January 2001 - March 2003

Skills
Proficient in Microsoft..., Lotus Notes, Excel, Bloomberg, LexisNexis, Insurance, Sales Support, Financial Planning, Financial Reporting, Organizing, Operations

Education
Indiana University Bloomington   1997 — 2002
Bachelor of Science, Management

Indiana University - Kelley School of Business   1997 — 2001
Certificate, Business Foundations

Marquette University High School   1993 — 1997
High School Diploma, College Prepatory School

Experience
Morgan Stanley  June 2014 - Present
Robert W. Baird & Co.   July 2013 - June 2014
Oppenheimer & Co.   March 2013 - August 2013
StepStone Group  September 2012 - March 2013
Caris & Company  December 2011 - August 2012

Skills
Natural Gas, Financial Modeling, Financial Analysis, Investments, Equities, Equity Research, Due Diligence, Bloomberg, Microsoft Excel, Oil/Gas, Equity Valuation, Strategic Planning, Accounting

Education
Franklin & Marshall College   2007 — 2011
Bachelor of Arts (BA), Business

Experience
Landmark Dividend LLC  August 2015 - Present
Marina Capital Group   August 2012 - June 2015
Robert W. Baird & Co.   May 2011 - August 2011
Hellman Jordan Management Company   2006 - 2007

Skills
Financial Modeling, Valuation, Financial Analysis, Equities, Hedge Funds, Stocks, Options, Regression Analysis, Regression Models, Statistical Modeling, Financial Statement..., Econometrics, M&A experience, M&A Modeling, M&A analysis, Mergers & Acquisitions, Market Research, Investment Banking, Investments, Due Diligence, Trading, Capital Markets, Strategy, Corporate Finance, Finance

Education
University of Southern California - Marshall School of Business   2010 — 2012
Master of Business Administration (MBA), Finance, 3.6

University of Southern California   2010 — 2012
Graduate Certificate in Financial Analysis and Valuation, Investments and Securities, 3.7

Harvard University
A.B., Economics

Experience
Robert W. Baird & Co.   2000 - Present
Robert W. Baird and Co.   2000 - Present
George K. Baum and Co   1988 - 2000
Stern Brother and Co.   1976 - 1988

Skills
Strategic Planning, Wealth Management, Estate Planning, Fundraising, Customer Service, Financial Analysis, Investments, Entrepreneurship, Financial Modeling, Retirement Planning, Portfolio Management, Finance

Education
Hamilton College   1972 — 1976
Bachelor of Arts (B.A.), French Language and Literature, honors

Hamilton College   1972 — 1976
Bachelor of Arts (B.A.), French Language and Literature, Honors

Experience
Robert W. Baird & Co.   April 2013 - Present
Charles Schwab  August 1997 - March 2013

Skills
Retirement Planning, Wealth Management, Series 63, Series 7, Mutual Funds

Education
Illinois State University   1992 — 1994
Bachelor of Science (B.S.), Economics

Monmouth College   1988 — 1990