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
Ashley (Dreher) Neuworth Ashley (Dreher) Neuworth's Robert W. Baird & Co. Experience January 2012 - February 2015
Job Director of Client Experience
Industry Financial Services
Experience
Gentian Financial, Inc. February 2015 - Present
Robert W. Baird & Co. January 2012 - February 2015
Alliance Wealth Management & Raymond James Financial Inc July 2010 - January 2012
O'Connell Financial, LLC & LPL Financial January 2007 - July 2010
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Outlook, Microsoft Word, Customer Service, Administrative..., Event Planning, Access, Office Management, Spreadsheets, Finance, Series 7
Education
Lakeland College 2008 — 2010
Bachelor of Arts (B.A.), Business Managment & Finance
West Bend West High School 2001 — 2005
Gentian Financial, Inc. February 2015 - Present
Robert W. Baird & Co. January 2012 - February 2015
Alliance Wealth Management & Raymond James Financial Inc July 2010 - January 2012
O'Connell Financial, LLC & LPL Financial January 2007 - July 2010
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Outlook, Microsoft Word, Customer Service, Administrative..., Event Planning, Access, Office Management, Spreadsheets, Finance, Series 7
Education
Lakeland College 2008 — 2010
Bachelor of Arts (B.A.), Business Managment & Finance
West Bend West High School 2001 — 2005
Clinton Miller Clinton Miller's Robert W. Baird & Co. Experience July 2013 - July 2015
Job Associate at Adams Street Partners
Industry Financial Services
Experience
Adams Street Partners July 2015 - Present
Robert W. Baird & Co. July 2013 - July 2015
Robert W. Baird & Co. May 2012 - August 2012
NODO Publicidad y Comunicacion June 2011 - August 2011
The Perfect Cut April 2006 - August 2010
Skills
Financial Modeling
Education
Indiana University Bloomington 2009 — 2013
Finance and International Business
Universidad de Sevilla 2011 — 2011
Macroeconomics and International Business
Adams Street Partners July 2015 - Present
Robert W. Baird & Co. July 2013 - July 2015
Robert W. Baird & Co. May 2012 - August 2012
NODO Publicidad y Comunicacion June 2011 - August 2011
The Perfect Cut April 2006 - August 2010
Skills
Financial Modeling
Education
Indiana University Bloomington 2009 — 2013
Finance and International Business
Universidad de Sevilla 2011 — 2011
Macroeconomics and International Business
Michele Zrubek Michele Zrubek's Robert W. Baird & Co. Experience 2008 - February 2015
Job IT Professional
Industry Information Technology and Services
Experience
Northwestern Mutual February 2015 - Present
Robert W. Baird & Co. 2008 - February 2015
M&I Bank July 1999 - January 2008
Skills
Process Improvement, Vendor Management, Project Management, Visio, SharePoint, Business Analysis, Customer Service
Education
Milwaukee School of Engineering 2008 — 2015
Master's, Export Management
Lakeland College 2000 — 2004
Bachelor's, Business Management
Northwestern Mutual February 2015 - Present
Robert W. Baird & Co. 2008 - February 2015
M&I Bank July 1999 - January 2008
Skills
Process Improvement, Vendor Management, Project Management, Visio, SharePoint, Business Analysis, Customer Service
Education
Milwaukee School of Engineering 2008 — 2015
Master's, Export Management
Lakeland College 2000 — 2004
Bachelor's, Business Management
Chris Bearden's Robert W. Baird & Co. Experience July 2015 - Present
Job Investment Banking Analyst at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. July 2015 - Present
Bank of America Merrill Lynch June 2014 - August 2014
OPW, a Dover Company June 2013 - August 2013
Education
Indiana University Bloomington 2011 — 2015
Bachelor of Science in Business, Accounting and Finance
Robert W. Baird & Co. July 2015 - Present
Bank of America Merrill Lynch June 2014 - August 2014
OPW, a Dover Company June 2013 - August 2013
Education
Indiana University Bloomington 2011 — 2015
Bachelor of Science in Business, Accounting and Finance
Jay Morrison, CFP® Jay Morrison, CFP®'s Robert W. Baird & Co. Experience February 2011 - Present
Job Financial Advisor at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. February 2011 - Present
Morgan Stanley Smith Barney March 2001 - February 2011
RBC Dain Rauscher December 1994 - March 2001
Skills
Retirement Planning, Wealth Management, Mutual Funds
Education
Iowa State University - College of Business 1990 — 1994
B.B.A., Major in Finance; Minor Economics
Sergeant Bluff - Luton
Robert W. Baird & Co. February 2011 - Present
Morgan Stanley Smith Barney March 2001 - February 2011
RBC Dain Rauscher December 1994 - March 2001
Skills
Retirement Planning, Wealth Management, Mutual Funds
Education
Iowa State University - College of Business 1990 — 1994
B.B.A., Major in Finance; Minor Economics
Sergeant Bluff - Luton
Colleen Horan Colleen Horan's Robert W. Baird & Co. Experience June 2009 - August 2009
Job Black Bear Academy
Industry Hospital & Health Care
Experience
Black Bear Academy August 2013 - August 2015
Pediatric Interactions December 2012 - August 2015
Caregiver August 2012 - August 2013
Pediatric Interactions March 2013 - June 2013
Caregiver January 2012 - July 2012
IU Health Bloomington Hospital September 2011 - December 2011
Indiana University September 2010 - December 2011
Caregiver May 2011 - August 2011
Dairy Dream June 2006 - August 2010
Robert W. Baird & Co. June 2009 - August 2009
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Social Media, Customer Service, Research, Photoshop, Public Speaking, Facebook, Teamwork, Event Planning, Access, Time Management, Social Networking, HTML, Spanish, Leadership
Education
Southern Illinois University, Carbondale 2015 — 2017
Master of Science (M.S.), Communication Sciences and Disorders, General
Indiana University Bloomington 2008 — 2011
Bachelor of Arts (B.A.), Speech-Language Pathology/Pathologist
Black Bear Academy August 2013 - August 2015
Pediatric Interactions December 2012 - August 2015
Caregiver August 2012 - August 2013
Pediatric Interactions March 2013 - June 2013
Caregiver January 2012 - July 2012
IU Health Bloomington Hospital September 2011 - December 2011
Indiana University September 2010 - December 2011
Caregiver May 2011 - August 2011
Dairy Dream June 2006 - August 2010
Robert W. Baird & Co. June 2009 - August 2009
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Social Media, Customer Service, Research, Photoshop, Public Speaking, Facebook, Teamwork, Event Planning, Access, Time Management, Social Networking, HTML, Spanish, Leadership
Education
Southern Illinois University, Carbondale 2015 — 2017
Master of Science (M.S.), Communication Sciences and Disorders, General
Indiana University Bloomington 2008 — 2011
Bachelor of Arts (B.A.), Speech-Language Pathology/Pathologist
David Smoot's Robert W. Baird & Co. Experience June 2011 - August 2011
Job Assistant Vice President, Premium Elite Relationship Manager
Industry Financial Services
Experience
Merrill Edge November 2012 - Present
New York Life Insurance Company August 2012 - December 2012
Robert W. Baird & Co. June 2011 - August 2011
Valet Management Services November 2010 - May 2011
Skills
Financial Analysis, Investments, Series 63, Valuation, Portfolio Management, Macroeconomics, Microsoft Excel, Microsoft Office, Economics, Financial Modeling, Equity Research, Equities, Thompson One, PowerPoint, Microsoft Word, Licensed Life & Health..., Series 7, Trading, ETFs, Options, Fixed Income, Bonds
Education
Jacksonville University 2008 — 2012
BBA, Economics
Merrill Edge November 2012 - Present
New York Life Insurance Company August 2012 - December 2012
Robert W. Baird & Co. June 2011 - August 2011
Valet Management Services November 2010 - May 2011
Skills
Financial Analysis, Investments, Series 63, Valuation, Portfolio Management, Macroeconomics, Microsoft Excel, Microsoft Office, Economics, Financial Modeling, Equity Research, Equities, Thompson One, PowerPoint, Microsoft Word, Licensed Life & Health..., Series 7, Trading, ETFs, Options, Fixed Income, Bonds
Education
Jacksonville University 2008 — 2012
BBA, Economics
Kyle Webb's Robert W. Baird & Co. Experience July 2007 - June 2009
Job Director of Corporate Development at ICON Eye Care
Industry Hospital & Health Care
Experience
ICON Surgical Eye Care April 2014 - Present
Abundant Venture Partners January 2014 - April 2014
Centerfield Capital Partners February 2012 - June 2013
Waud Capital Partners July 2009 - July 2011
Robert W. Baird & Co. July 2007 - June 2009
Skills
Private Equity, Financial Modeling, Investment Banking, Valuation, Corporate Finance, Finance, Venture Capital, Corporate Development, Business Valuation, LBO, Mergers & Acquisitions, Due Diligence, DCF, Investments, Growth Strategies, Healthcare Management
Education
Northwestern University - Kellogg School of Management 2013 — 2015
Master of Business Administration (MBA), Entrepreneurship and Finance
Indiana University Bloomington 2003 — 2007
BA, Economics & Political Science
ICON Surgical Eye Care April 2014 - Present
Abundant Venture Partners January 2014 - April 2014
Centerfield Capital Partners February 2012 - June 2013
Waud Capital Partners July 2009 - July 2011
Robert W. Baird & Co. July 2007 - June 2009
Skills
Private Equity, Financial Modeling, Investment Banking, Valuation, Corporate Finance, Finance, Venture Capital, Corporate Development, Business Valuation, LBO, Mergers & Acquisitions, Due Diligence, DCF, Investments, Growth Strategies, Healthcare Management
Education
Northwestern University - Kellogg School of Management 2013 — 2015
Master of Business Administration (MBA), Entrepreneurship and Finance
Indiana University Bloomington 2003 — 2007
BA, Economics & Political Science
Paul S Sheehan, MBA, MPM, CMBA Paul S Sheehan, MBA, MPM, CMBA's Robert W. Baird & Co. Experience 2012 - 2013
Job Information Technology | Professional Services | B2B | Operations | Business Technologist | Project Management
Industry Information Technology and Services
Experience
Global Clearing Firm 2014 - Present
Sheehan Consulting Group 2012 - Present
Robert W. Baird & Co. 2012 - 2013
IPC Systems, Inc 2005 - 2012
Wachovia Bank, N.A. 2002 - 2005
Wachovia Bank, N.A. 1997 - 2005
Wachovia Bank, N.A. 1997 - 2005
Wachovia Bank, N.A. 1997 - 2005
Wachovia Bank, N.A. 1997 - 2002
Allied Computer Group 1997 - 1997
Skills
Project Management, Contract Management, Mergers, Management, Vendor Management, Process Improvement, Resource Management, Cross-functional Team..., Program Management, Integration, Mergers & Acquisitions, Telecommunications, Budgets, Data Center, Finance, Strategy, Leadership, Business Process..., Disaster Recovery, Information Technology, Change Management, Human Resources, Cloud Computing, Consulting, Six Sigma
Education
Microtrain Technologies
SharePoint 2010 Training
Chicago Deming Association - Six Sigma Masters Program 2013 — 2013
Six Sigma Green Belt Training
Microtrain Technologies 2013 — 2013
Keller Graduate School of Management of DeVry University 1995 — 2002
Master of Business Administration (MBA), Master of Project Management (MPM)
Marquette University 1984 — 1988
Bachelor of Science in Business Administration, Management Information Systems
Benet Academy 1980 — 1984
Global Clearing Firm 2014 - Present
Sheehan Consulting Group 2012 - Present
Robert W. Baird & Co. 2012 - 2013
IPC Systems, Inc 2005 - 2012
Wachovia Bank, N.A. 2002 - 2005
Wachovia Bank, N.A. 1997 - 2005
Wachovia Bank, N.A. 1997 - 2005
Wachovia Bank, N.A. 1997 - 2005
Wachovia Bank, N.A. 1997 - 2002
Allied Computer Group 1997 - 1997
Skills
Project Management, Contract Management, Mergers, Management, Vendor Management, Process Improvement, Resource Management, Cross-functional Team..., Program Management, Integration, Mergers & Acquisitions, Telecommunications, Budgets, Data Center, Finance, Strategy, Leadership, Business Process..., Disaster Recovery, Information Technology, Change Management, Human Resources, Cloud Computing, Consulting, Six Sigma
Education
Microtrain Technologies
SharePoint 2010 Training
Chicago Deming Association - Six Sigma Masters Program 2013 — 2013
Six Sigma Green Belt Training
Microtrain Technologies 2013 — 2013
Keller Graduate School of Management of DeVry University 1995 — 2002
Master of Business Administration (MBA), Master of Project Management (MPM)
Marquette University 1984 — 1988
Bachelor of Science in Business Administration, Management Information Systems
Benet Academy 1980 — 1984
Chip Bradford, CFP® Chip Bradford, CFP®'s Robert W. Baird & Co. Experience July 2013 - Present
Job Financial Advisor at Robert W. Baird
Industry Financial Services
Experience
Robert W. Baird & Co. July 2013 - Present
CAPTRUST Financial Advisors October 2009 - July 2013
Wells Fargo Advisors February 2005 - October 2009
Bank of America February 2003 - February 2005
Skills
Wealth Management, Retirement Planning, Strategic Financial..., Estate Planning, Investments, Asset Allocation, Portfolio Management, Asset Management, Alternative Investments, Qualified Retirement..., 401k, Pensions, Non-Qualified Deferred..., Series 7, Series 66
Education
Lenoir-Rhyne University 1998 — 2002
Bachelor of Arts (BA), Business Administration
Robert W. Baird & Co. July 2013 - Present
CAPTRUST Financial Advisors October 2009 - July 2013
Wells Fargo Advisors February 2005 - October 2009
Bank of America February 2003 - February 2005
Skills
Wealth Management, Retirement Planning, Strategic Financial..., Estate Planning, Investments, Asset Allocation, Portfolio Management, Asset Management, Alternative Investments, Qualified Retirement..., 401k, Pensions, Non-Qualified Deferred..., Series 7, Series 66
Education
Lenoir-Rhyne University 1998 — 2002
Bachelor of Arts (BA), Business Administration
Amy Junker Amy Junker's Robert W. Baird & Co. Experience September 2011 - Present
Job Head of Global Corporate Access/Associate Director of Research at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. September 2011 - Present
Robert W. Baird & Co. January 2006 - December 2011
Robert W. Baird & Co. March 2003 - January 2006
Lehman Brothers April 2001 - March 2003
William Blair & Company December 1999 - April 2001
Skills
Equity Research, Research, Recruiting, Valuation, Financial Modeling, Equities, Capital Markets, Series 7, Equity Valuation, Economics, Financial Analysis, Bloomberg, Business Valuation, Securities, Mutual Funds
Education
Indiana University Bloomington 1997 — 1999
Master's degree, Mathematics
Kalamazoo College 1993 — 1997
Bachelor's degree, Mathematics
Robert W. Baird & Co. September 2011 - Present
Robert W. Baird & Co. January 2006 - December 2011
Robert W. Baird & Co. March 2003 - January 2006
Lehman Brothers April 2001 - March 2003
William Blair & Company December 1999 - April 2001
Skills
Equity Research, Research, Recruiting, Valuation, Financial Modeling, Equities, Capital Markets, Series 7, Equity Valuation, Economics, Financial Analysis, Bloomberg, Business Valuation, Securities, Mutual Funds
Education
Indiana University Bloomington 1997 — 1999
Master's degree, Mathematics
Kalamazoo College 1993 — 1997
Bachelor's degree, Mathematics
Nicole Sova, CFP® Nicole Sova, CFP®'s Robert W. Baird & Co. Experience 2007 - Present
Job Assistant Vice President
Industry Investment Management
Experience
Robert W. Baird & Co. 2007 - Present
Autism Society of Southeastern Wisconsin July 2012 - Present
Robert W. Baird & Co. 2002 - 2007
Robert W. Baird & Co. 1998 - 2002
Robert W. Baird & Co. 1995 - 1998
Skills
Marketing, Retirement, CRM, Wealth Management, Investments, Wealth, Investment Advisory, Investment Banking, Series 63, Financial Modeling, Investment Strategies, 401k, Portfolio Management, Mutual Funds, Insurance, Finance, Project Planning, Asset Allocation, Leadership, Sales, Valuation, Small Business
Education
University of Wisconsin-Milwaukee 1991 — 1994
BA, Linguistics, Women's Studies
Lawrence University 1988 — 1990
Port Washington High School 1984 — 1988
San Marcos (CA) High School
Robert W. Baird & Co. 2007 - Present
Autism Society of Southeastern Wisconsin July 2012 - Present
Robert W. Baird & Co. 2002 - 2007
Robert W. Baird & Co. 1998 - 2002
Robert W. Baird & Co. 1995 - 1998
Skills
Marketing, Retirement, CRM, Wealth Management, Investments, Wealth, Investment Advisory, Investment Banking, Series 63, Financial Modeling, Investment Strategies, 401k, Portfolio Management, Mutual Funds, Insurance, Finance, Project Planning, Asset Allocation, Leadership, Sales, Valuation, Small Business
Education
University of Wisconsin-Milwaukee 1991 — 1994
BA, Linguistics, Women's Studies
Lawrence University 1988 — 1990
Port Washington High School 1984 — 1988
San Marcos (CA) High School
Jacob Guise Jacob Guise's Robert W. Baird & Co. Experience May 2014 - January 2015
Job Accounting/Finance Intern at Morningstar
Industry Financial Services
Experience
Morningstar June 2015 - Present
Quinlan School of Business, Loyola University Chicago April 2014 - Present
Accelerated Growth Advisors January 2015 - May 2015
Robert W. Baird & Co. May 2014 - January 2015
Interviewing Consultants, Inc. January 2014 - May 2014
Interviewing Consultants, Inc. September 2013 - December 2013
Professional Edge Staffing December 2011 - August 2013
Relay Staffing Solutions November 2008 - January 2012
Skills
Microsoft Office, Payroll, Data Entry, Recruiting, Microsoft Excel, Microsoft Word, PowerPoint, Accounts Payable, Public Speaking, Time Management, Administrative..., Filing, Leadership, Accounts Receivable, Database Administration, Data Analysis, Access, Social Media, Management, Research, Wealth Management, Equity Research, Private Equity, Variable Annuities, Closed-end Funds, Data Mining, Staffing, Microsoft Access
Education
Loyola University Chicago 2012 — 2016
Bachelors of Business Administration, Finance/Accounting Information Systems
Loyola University Chicago John Felice Rome Center
Finance
Davenport Assumption High School 2008 — 2012
High School Diploma, 3.98 GPA
Morningstar June 2015 - Present
Quinlan School of Business, Loyola University Chicago April 2014 - Present
Accelerated Growth Advisors January 2015 - May 2015
Robert W. Baird & Co. May 2014 - January 2015
Interviewing Consultants, Inc. January 2014 - May 2014
Interviewing Consultants, Inc. September 2013 - December 2013
Professional Edge Staffing December 2011 - August 2013
Relay Staffing Solutions November 2008 - January 2012
Skills
Microsoft Office, Payroll, Data Entry, Recruiting, Microsoft Excel, Microsoft Word, PowerPoint, Accounts Payable, Public Speaking, Time Management, Administrative..., Filing, Leadership, Accounts Receivable, Database Administration, Data Analysis, Access, Social Media, Management, Research, Wealth Management, Equity Research, Private Equity, Variable Annuities, Closed-end Funds, Data Mining, Staffing, Microsoft Access
Education
Loyola University Chicago 2012 — 2016
Bachelors of Business Administration, Finance/Accounting Information Systems
Loyola University Chicago John Felice Rome Center
Finance
Davenport Assumption High School 2008 — 2012
High School Diploma, 3.98 GPA
Benjamin Falk's Robert W. Baird & Co. Experience May 2013 - December 2013
Job Mutual Fund Administrator at US Bancorp Fund Services, LLC
Industry Financial Services
Experience
U.S. Bancorp Fund Services, LLC December 2013 - Present
Robert W. Baird & Co. May 2013 - December 2013
University of Wisconsin Sports Marketing Department August 2012 - August 2013
b.Line - Wisconsin School of Business Student Magazine September 2010 - December 2012
540 ESPN Radio (Good Karma Broadcasting LLC) May 2012 - August 2012
MACC Fund 2010 - 2012
Skills
Sports Marketing, Facebook, Sports, Business Writing, Microsoft Office, Microsoft Word, Adobe Audition, Financial Analysis, Mutual Funds, Promotions, Sports Radio, Microsoft Excel, WordPress, Microsoft CRM, Hootsuite
Education
University of Wisconsin-Madison 2010 — 2013
Bachelor of Business Administration, Finance, Investment and Banking; Marketing, 3.5 GPA
Iowa State University 2009 — 2010
U.S. Bancorp Fund Services, LLC December 2013 - Present
Robert W. Baird & Co. May 2013 - December 2013
University of Wisconsin Sports Marketing Department August 2012 - August 2013
b.Line - Wisconsin School of Business Student Magazine September 2010 - December 2012
540 ESPN Radio (Good Karma Broadcasting LLC) May 2012 - August 2012
MACC Fund 2010 - 2012
Skills
Sports Marketing, Facebook, Sports, Business Writing, Microsoft Office, Microsoft Word, Adobe Audition, Financial Analysis, Mutual Funds, Promotions, Sports Radio, Microsoft Excel, WordPress, Microsoft CRM, Hootsuite
Education
University of Wisconsin-Madison 2010 — 2013
Bachelor of Business Administration, Finance, Investment and Banking; Marketing, 3.5 GPA
Iowa State University 2009 — 2010
Debbie Ellison's Robert W. Baird & Co. Experience 2000 - 2004
Job Client Service Manager at Prosperity Planning
Industry Financial Services
Experience
Prosperity Planning Inc 2005 - Present
Robert W. Baird & Co. 2000 - 2004
Dain Rauscher 1998 - 2000
Skills
Organization, Client Relations Skills, Client Development, Office Operations, Compliance Oversight, Staff Training
Education
Kansas State University
Bachelor of Science, Business Administration and Education
Prosperity Planning Inc 2005 - Present
Robert W. Baird & Co. 2000 - 2004
Dain Rauscher 1998 - 2000
Skills
Organization, Client Relations Skills, Client Development, Office Operations, Compliance Oversight, Staff Training
Education
Kansas State University
Bachelor of Science, Business Administration and Education
Danny Kerns's Robert W. Baird & Co. Experience July 2015 - Present
Job Financial Advisor
Industry Financial Services
Experience
Robert W. Baird & Co. July 2015 - Present
Frank Mayer & Associates, Inc. April 2012 - May 2015
Best Buy September 2011 - February 2012
College Mentors for Kids, Inc. February 2010 - May 2011
Skills
Merchandising, Visual Merchandising, Retail, Sales, Marketing, Social Media, Marketing Communications, Online Advertising, Sales Management, Customer Service, Public Relations, Marketing Strategy, Advertising, Social Media Marketing, Account Management, PowerPoint, CRM
Education
Indiana University Bloomington 2007 — 2011
Bachelor of Arts (B.A.), Political Science
Robert W. Baird & Co. July 2015 - Present
Frank Mayer & Associates, Inc. April 2012 - May 2015
Best Buy September 2011 - February 2012
College Mentors for Kids, Inc. February 2010 - May 2011
Skills
Merchandising, Visual Merchandising, Retail, Sales, Marketing, Social Media, Marketing Communications, Online Advertising, Sales Management, Customer Service, Public Relations, Marketing Strategy, Advertising, Social Media Marketing, Account Management, PowerPoint, CRM
Education
Indiana University Bloomington 2007 — 2011
Bachelor of Arts (B.A.), Political Science
Alex Barker Alex Barker's Robert W. Baird & Co. Experience May 2015 - Present
Job High Yield Sales and Trading at Robert W. Baird & Co.
Industry Capital Markets
Experience
Robert W. Baird & Co. May 2015 - Present
KeyBank September 2013 - May 2015
KeyBank January 2012 - September 2013
Skills
Financial Modeling, Financial Analysis, VBA, Credit Analysis, Bloomberg, Riskwatch, Sales, Portfolio Management, Credit, Derivatives, Leveraged Finance, Mathematical Modeling, Capital IQ, Market Analysis, Leveraged Lending, PowerPoint, Syndications, Fixed Income, Capital Markets, Banking
Education
Kent State University
Bachelor of Business Administration (BBA), Finance, General, 3.70/4.0
Fitch
Robert W. Baird & Co. May 2015 - Present
KeyBank September 2013 - May 2015
KeyBank January 2012 - September 2013
Skills
Financial Modeling, Financial Analysis, VBA, Credit Analysis, Bloomberg, Riskwatch, Sales, Portfolio Management, Credit, Derivatives, Leveraged Finance, Mathematical Modeling, Capital IQ, Market Analysis, Leveraged Lending, PowerPoint, Syndications, Fixed Income, Capital Markets, Banking
Education
Kent State University
Bachelor of Business Administration (BBA), Finance, General, 3.70/4.0
Fitch
Jenna Stone's Robert W. Baird & Co. Experience 1999 - 2001
Job Executive Director of Corporate, Foundation, & Sponsored Research Support at Lawrence University
Industry Fund-Raising
Experience
newVoices August 2008 - Present
Lawrence University September 2001 - Present
Robert W. Baird & Co. 1999 - 2001
Skills
Annual Giving, Volunteer Management, Fundraising, Grant Writing, Non-profits, Stewardship, Community Outreach, Public Speaking, Higher Education, Grants, Philanthropy, Nonprofits, Leadership, Leadership Development, Government, Strategic Planning, Organizational..., Research, Community Development, Student Affairs, Program Development, Proposal Writing, Alumni Relations, Prospect Research, Editing, Program Evaluation, Federal Grants..., Board Development
Education
Saint Mary's University of Minnesota 2005 — 2008
M.A., Philanthropy & Development
Lawrence University 1996 — 2000
B.A., Philosophy, mathematics
newVoices August 2008 - Present
Lawrence University September 2001 - Present
Robert W. Baird & Co. 1999 - 2001
Skills
Annual Giving, Volunteer Management, Fundraising, Grant Writing, Non-profits, Stewardship, Community Outreach, Public Speaking, Higher Education, Grants, Philanthropy, Nonprofits, Leadership, Leadership Development, Government, Strategic Planning, Organizational..., Research, Community Development, Student Affairs, Program Development, Proposal Writing, Alumni Relations, Prospect Research, Editing, Program Evaluation, Federal Grants..., Board Development
Education
Saint Mary's University of Minnesota 2005 — 2008
M.A., Philanthropy & Development
Lawrence University 1996 — 2000
B.A., Philosophy, mathematics
Mariah Rodriguez's Robert W. Baird & Co. Experience May 2015 - August 2015
Job Purdue senior aspiring to manage other’s professional development via acting as their marketing consultant
Industry Public Relations and Communications
Experience
Ruffalo Noel Levitz July 2014 - Present
Robert W. Baird & Co. May 2015 - August 2015
Purdue University Liberal Arts Student Council January 2014 - May 2015
Purdue Alumni Association May 2014 - August 2014
Purdue University October 2013 - January 2014
Purdue University August 2013 - December 2013
Deep River Waterpark May 2013 - August 2013
Skills
Communication, Strategic Planning, Leadership, Project Management, Writing, Team Leadership, Sales, Fundraising, Management, Training, Retail, Event Planning, Public Speaking, Social Media, Microsoft Office, Marketing, Time Management, Facebook, Customer Service, PowerPoint, Microsoft Word, SharePoint, Microsoft Excel, Outlook, Data Analysis, Supervision, SPSS
Education
Purdue University 2013 — 2015
Bachelor’s Degree, Public Relations and Stategic Communication; Entrepreneurship Certificate
Indiana University-Purdue University at Indianapolis 2011 — 2013
Health Sciences and Communication
Ruffalo Noel Levitz July 2014 - Present
Robert W. Baird & Co. May 2015 - August 2015
Purdue University Liberal Arts Student Council January 2014 - May 2015
Purdue Alumni Association May 2014 - August 2014
Purdue University October 2013 - January 2014
Purdue University August 2013 - December 2013
Deep River Waterpark May 2013 - August 2013
Skills
Communication, Strategic Planning, Leadership, Project Management, Writing, Team Leadership, Sales, Fundraising, Management, Training, Retail, Event Planning, Public Speaking, Social Media, Microsoft Office, Marketing, Time Management, Facebook, Customer Service, PowerPoint, Microsoft Word, SharePoint, Microsoft Excel, Outlook, Data Analysis, Supervision, SPSS
Education
Purdue University 2013 — 2015
Bachelor’s Degree, Public Relations and Stategic Communication; Entrepreneurship Certificate
Indiana University-Purdue University at Indianapolis 2011 — 2013
Health Sciences and Communication
Tim Hargest Tim Hargest's Robert W. Baird & Co. Experience February 2009 - Present
Job Sr. Vice President, Private Wealth Management at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. February 2009 - Present
Smith Barney February 2006 - February 2009
Legg Mason May 1984 - February 2006
Skills
Investments, Wealth Management, Strategic Planning, Management, Portfolio Management, Financial Planning, Finance, Asset Management, Leadership, Financial Analysis
Education
Loyola College in Maryland 1983 — 1985
MBA, Finance
Robert W. Baird & Co. February 2009 - Present
Smith Barney February 2006 - February 2009
Legg Mason May 1984 - February 2006
Skills
Investments, Wealth Management, Strategic Planning, Management, Portfolio Management, Financial Planning, Finance, Asset Management, Leadership, Financial Analysis
Education
Loyola College in Maryland 1983 — 1985
MBA, Finance
Graham Craig's Robert W. Baird & Co. Experience November 2011 - Present
Job Financial Advisor & CDFA at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. November 2011 - Present
Morgan Stanley Wealth Management January 2010 - October 2011
Skills
Retirement Planning, Divorce planning, Financial Services, Estate Planning, Investments, Investment Strategies
Education
Indiana University Bloomington 1985 — 1989
Bachelor's degree, Public Affairs
Robert W. Baird & Co. November 2011 - Present
Morgan Stanley Wealth Management January 2010 - October 2011
Skills
Retirement Planning, Divorce planning, Financial Services, Estate Planning, Investments, Investment Strategies
Education
Indiana University Bloomington 1985 — 1989
Bachelor's degree, Public Affairs
Stephen Moe Allain's Robert W. Baird & Co. Experience July 2013 - Present
Job Vice President, Baird Retirement Management
Industry Financial Services
Experience
Robert W. Baird & Co. July 2013 - Present
ConocoPhillips 2000 - 2015
Wells Fargo Advisors May 2009 - July 2013
Wachovia Securities, LLC January 2008 - May 2009
A. G. Edwards & Sons, Inc. December 2000 - January 2008
Pfizer June 1995 - December 2000
Parke-Davis (a Division of Warner Lambert) May 1991 - June 1995
Skills
Retirement Income..., Retirement Planning, Retirement, 401k Rollovers, IRAs, Wealth Management, Portfolio Management, Investments, Asset Managment, Financial Advisory, Alternative Investments
Education
Louisiana State University and Agricultural and Mechanical College 1989 — 1991
Master of Business Administration, Finance
University of Louisiana at Lafayette 1984 — 1988
Bachelor of General Studies, Engineering Science / Mathematics
Robert W. Baird & Co. July 2013 - Present
ConocoPhillips 2000 - 2015
Wells Fargo Advisors May 2009 - July 2013
Wachovia Securities, LLC January 2008 - May 2009
A. G. Edwards & Sons, Inc. December 2000 - January 2008
Pfizer June 1995 - December 2000
Parke-Davis (a Division of Warner Lambert) May 1991 - June 1995
Skills
Retirement Income..., Retirement Planning, Retirement, 401k Rollovers, IRAs, Wealth Management, Portfolio Management, Investments, Asset Managment, Financial Advisory, Alternative Investments
Education
Louisiana State University and Agricultural and Mechanical College 1989 — 1991
Master of Business Administration, Finance
University of Louisiana at Lafayette 1984 — 1988
Bachelor of General Studies, Engineering Science / Mathematics
Paul Stscherban's Robert W. Baird & Co. Experience May 1991 - Present
Job Managing Director at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. May 1991 - Present
Skills
Investments, Management, Series 7, Wealth Management, Series 63, Asset Allocation, Portfolio Management, Securities, Alternative Investments, Mutual Funds, Asset Management, Retirement Planning, FINRA, Equities, Investment Advisory, Financial Advisory, Entrepreneurship
Education
University of Notre Dame 1976 — 1978
Master's Degree
Indiana University Bloomington 1972 — 1976
Bachelor's Degree
Penn High
Robert W. Baird & Co. May 1991 - Present
Skills
Investments, Management, Series 7, Wealth Management, Series 63, Asset Allocation, Portfolio Management, Securities, Alternative Investments, Mutual Funds, Asset Management, Retirement Planning, FINRA, Equities, Investment Advisory, Financial Advisory, Entrepreneurship
Education
University of Notre Dame 1976 — 1978
Master's Degree
Indiana University Bloomington 1972 — 1976
Bachelor's Degree
Penn High
Patrick Hopkins's Robert W. Baird & Co. Experience July 2013 - Present
Job Investment Banking Associate at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. July 2013 - Present
Johnson & Johnson May 2012 - August 2012
Ernst & Young January 2004 - August 2011
Skills
Accounting, IFRS, Financial Analysis, SEC filings, Assurance, Finance, Business Strategy, Financial Statements, Internal Controls, Valuation Modeling, Project Management, Staff Mentor, Supervision, Building Relationships, Client Development, Client/server, Management, Valuation, CPA, Sarbanes-Oxley Act
Education
University of Michigan - Stephen M. Ross School of Business 2011 — 2013
MBA, Finance, Corporate Strategy
Indiana University Bloomington 2001 — 2002
Masters of Professional Accountancy, Accounting, Financial Analysis
University of Michigan 1997 — 2001
Bachelor of Arts, Economics
Robert W. Baird & Co. July 2013 - Present
Johnson & Johnson May 2012 - August 2012
Ernst & Young January 2004 - August 2011
Skills
Accounting, IFRS, Financial Analysis, SEC filings, Assurance, Finance, Business Strategy, Financial Statements, Internal Controls, Valuation Modeling, Project Management, Staff Mentor, Supervision, Building Relationships, Client Development, Client/server, Management, Valuation, CPA, Sarbanes-Oxley Act
Education
University of Michigan - Stephen M. Ross School of Business 2011 — 2013
MBA, Finance, Corporate Strategy
Indiana University Bloomington 2001 — 2002
Masters of Professional Accountancy, Accounting, Financial Analysis
University of Michigan 1997 — 2001
Bachelor of Arts, Economics
Alexander Elger Alexander Elger's Robert W. Baird & Co. Experience October 2011 - Present
Job Financial Advisor at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. October 2011 - Present
Boys & Girls Clubs of America May 2007 - December 2011
Skills
Financial Analysis, Series 7, Finance, Asset Allocation, Wealth Management, Financial Modeling, PowerPoint
Education
Loyola University of Chicago 2008 — 2012
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Richwoods High School 2004 — 2008
High School Diploma, International Baccalaureate Program (IB Program)
Robert W. Baird & Co. October 2011 - Present
Boys & Girls Clubs of America May 2007 - December 2011
Skills
Financial Analysis, Series 7, Finance, Asset Allocation, Wealth Management, Financial Modeling, PowerPoint
Education
Loyola University of Chicago 2008 — 2012
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Richwoods High School 2004 — 2008
High School Diploma, International Baccalaureate Program (IB Program)
DeVona Wright Cottrell DeVona Wright Cottrell's Robert W. Baird & Co. Experience December 2007 - Present
Job Director & Associate General Counsel at Robert W. Baird & Co.
Industry Legal Services
Experience
Robert W. Baird & Co. December 2007 - Present
Gonzalez Saggio & Harlan LLP 2002 - 2007
Skills
Securities Regulation, Legal Writing, Arbitration, Commercial Real Estate, Contract Negotiation, Corporate Finance, Corporate Governance, Corporate Law, Due Diligence, FINRA, Financial Services, Nonprofits, Real Estate Transactions, Securities, Trade Secrets, Series 7, Licensing, Real Estate, Legal Compliance, Estate Planning
Education
University of Wisconsin-Milwaukee - Lubar School of Business 2004 — 2006
MBA, Business
University of Wisconsin Law School 1996 — 1999
Doctor of Law (JD)
Jackson State University 1992 — 1996
BA, Political Science
Robert W. Baird & Co. December 2007 - Present
Gonzalez Saggio & Harlan LLP 2002 - 2007
Skills
Securities Regulation, Legal Writing, Arbitration, Commercial Real Estate, Contract Negotiation, Corporate Finance, Corporate Governance, Corporate Law, Due Diligence, FINRA, Financial Services, Nonprofits, Real Estate Transactions, Securities, Trade Secrets, Series 7, Licensing, Real Estate, Legal Compliance, Estate Planning
Education
University of Wisconsin-Milwaukee - Lubar School of Business 2004 — 2006
MBA, Business
University of Wisconsin Law School 1996 — 1999
Doctor of Law (JD)
Jackson State University 1992 — 1996
BA, Political Science
Jim Hazel's Robert W. Baird & Co. Experience 2011 - Present
Job Financial Advisor at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. 2011 - Present
Episcopal Diocese of Fort Worth, part of The Episcopal Church 2009 - Present
A.G. Edwards/Wachovia Securities/Wells Fargo Advisors January 1989 - October 2011
Skills
Investments, Retirement Planning, Strategic Financial..., Series 7, IRAs, Roth IRA, Saving for Education, Budgets, Retirement, Investment Management, Wealth Management..., Asset Allocation
Education
Louisiana State University 1967 — 1970
Bachelor of Science (BS), Business Administration
Robert W. Baird & Co. 2011 - Present
Episcopal Diocese of Fort Worth, part of The Episcopal Church 2009 - Present
A.G. Edwards/Wachovia Securities/Wells Fargo Advisors January 1989 - October 2011
Skills
Investments, Retirement Planning, Strategic Financial..., Series 7, IRAs, Roth IRA, Saving for Education, Budgets, Retirement, Investment Management, Wealth Management..., Asset Allocation
Education
Louisiana State University 1967 — 1970
Bachelor of Science (BS), Business Administration
Ellen Tews Ellen Tews's Robert W. Baird & Co. Experience December 2008 - June 2012
Job Technical Support Representative at NVoicePay
Industry Computer Software
Experience
NVoicePay June 2012 - Present
Robert W. Baird & Co. December 2008 - June 2012
RF Technologies September 2008 - December 2008
Kohl's Department Stores September 2003 - July 2008
Teklynx June 2003 - 2004
US Cellular September 2002 - June 2003
Time Warner Cable 2000 - 2002
Skills
Troubleshooting, Computer Hardware, Microsoft Office, Customer Relations, Customer Service, Photoshop, Visio, Databases, Software Documentation, Analysis, SQL, Microsoft Excel, Call Centers, Business Analysis, Access, Technical Support, Windows 7, Help Desk Support, Process Improvement, Software Installation, Active Directory, Training, Disaster Recovery, Vendor Management, Leadership, Networking, Windows Server, BMC Remedy, MS Project, SharePoint, Microsoft Word, ITIL, Security, PowerPoint, XP, Project Planning, Incident Management, Team Leadership, Outlook, System Administration, Printers, Windows, Citrix, Lotus Notes, Operating Systems, Windows XP
Education
ITT Technical Institute-Greenfield 2010 — 2013
BS in Information Technology, Software Application Development
ITT Technical Institute-Greenfield 2001 — 2003
AAS in Information Technology, Computer Networking Systems
NVoicePay June 2012 - Present
Robert W. Baird & Co. December 2008 - June 2012
RF Technologies September 2008 - December 2008
Kohl's Department Stores September 2003 - July 2008
Teklynx June 2003 - 2004
US Cellular September 2002 - June 2003
Time Warner Cable 2000 - 2002
Skills
Troubleshooting, Computer Hardware, Microsoft Office, Customer Relations, Customer Service, Photoshop, Visio, Databases, Software Documentation, Analysis, SQL, Microsoft Excel, Call Centers, Business Analysis, Access, Technical Support, Windows 7, Help Desk Support, Process Improvement, Software Installation, Active Directory, Training, Disaster Recovery, Vendor Management, Leadership, Networking, Windows Server, BMC Remedy, MS Project, SharePoint, Microsoft Word, ITIL, Security, PowerPoint, XP, Project Planning, Incident Management, Team Leadership, Outlook, System Administration, Printers, Windows, Citrix, Lotus Notes, Operating Systems, Windows XP
Education
ITT Technical Institute-Greenfield 2010 — 2013
BS in Information Technology, Software Application Development
ITT Technical Institute-Greenfield 2001 — 2003
AAS in Information Technology, Computer Networking Systems
Sherri Halverson Sherri Halverson's Robert W. Baird & Co. Experience January 2000 - Present
Job Sr. Client Specialist at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. January 2000 - Present
Skills
Series 7, Series 66, Series 10, CRM, Customer Satisfaction, Event Planning, Petty Cash, Accounts Payable, Client Development, Microsoft Excel, Project Management, Team-oriented, Goal Oriented
Education
Lakeshore Technical College
Paralegal
Robert W. Baird & Co. January 2000 - Present
Skills
Series 7, Series 66, Series 10, CRM, Customer Satisfaction, Event Planning, Petty Cash, Accounts Payable, Client Development, Microsoft Excel, Project Management, Team-oriented, Goal Oriented
Education
Lakeshore Technical College
Paralegal
Jessica (Muchka) Szombathelyi's Robert W. Baird & Co. Experience June 2012 - January 2014
Job Sales Leader at Pier 1 Imports
Industry Financial Services
Experience
Pier 1 Imports November 2014 - Present
Cornerstone Home Mortgage November 2014 - December 2014
Robert W. Baird & Co. June 2012 - January 2014
Menards, Inc April 2009 - June 2012
Hansen's Meat Service January 2006 - December 2008
Skills
Organizing, Microsoft Office, Customer Service, Retail, Problem Solving, Teamwork, PowerPoint, Microsoft Word, Microsoft Excel, Market Research, Multi Tasking, Leadership, Outlook, Data Analysis, Time Management
Education
Keller Graduate School of Management of DeVry University 2015 — 2017
Master of Business Administration (M.B.A.), Finance, General, 4.0
University of Wisconsin-Milwaukee 2011 — 2013
Bachelor of Business Administration (B.B.A.), Finance, Graduated
Milwaukee Area Technical College 2010 — 2011
General Course Work, Sophomore
Milwaukee School of Engineering 2009 — 2010
Chemical and Biomolecular Engineering, Freshman
Pier 1 Imports November 2014 - Present
Cornerstone Home Mortgage November 2014 - December 2014
Robert W. Baird & Co. June 2012 - January 2014
Menards, Inc April 2009 - June 2012
Hansen's Meat Service January 2006 - December 2008
Skills
Organizing, Microsoft Office, Customer Service, Retail, Problem Solving, Teamwork, PowerPoint, Microsoft Word, Microsoft Excel, Market Research, Multi Tasking, Leadership, Outlook, Data Analysis, Time Management
Education
Keller Graduate School of Management of DeVry University 2015 — 2017
Master of Business Administration (M.B.A.), Finance, General, 4.0
University of Wisconsin-Milwaukee 2011 — 2013
Bachelor of Business Administration (B.B.A.), Finance, Graduated
Milwaukee Area Technical College 2010 — 2011
General Course Work, Sophomore
Milwaukee School of Engineering 2009 — 2010
Chemical and Biomolecular Engineering, Freshman
Austin Anderson Austin Anderson's Robert W. Baird & Co. Experience July 2015 - Present
Job Investment Banking Analyst at Robert W. Baird & Co.
Industry Investment Banking
Experience
Robert W. Baird & Co. July 2015 - Present
LaSalle Investment Management May 2014 - June 2015
Iowa State University August 2013 - May 2014
Principal Global Investors January 2013 - June 2013
AEGON Americas August 2012 - December 2012
UnitedHealth Group May 2012 - August 2012
Skills
Microsoft Office, Bloomberg Terminal, Barclays Point, Fixed Income Analysis, DCF Valuation, Investment Valuation, Microsoft Excel, Pitch Books, Financial Modeling, Spanish, Macroeconomics, Access, JMP, Argus Modeling, Commercial Real Estate..., Financial Analysis, Presentations, Sales, Valuation, Interpersonal Savvy, Economics, Fixed Income
Education
Iowa State University - College of Business 2010 — 2014
Bachelor's Degree, Finance
Centennial High School 2006 — 2010
High School Diploma, General Education
Robert W. Baird & Co. July 2015 - Present
LaSalle Investment Management May 2014 - June 2015
Iowa State University August 2013 - May 2014
Principal Global Investors January 2013 - June 2013
AEGON Americas August 2012 - December 2012
UnitedHealth Group May 2012 - August 2012
Skills
Microsoft Office, Bloomberg Terminal, Barclays Point, Fixed Income Analysis, DCF Valuation, Investment Valuation, Microsoft Excel, Pitch Books, Financial Modeling, Spanish, Macroeconomics, Access, JMP, Argus Modeling, Commercial Real Estate..., Financial Analysis, Presentations, Sales, Valuation, Interpersonal Savvy, Economics, Fixed Income
Education
Iowa State University - College of Business 2010 — 2014
Bachelor's Degree, Finance
Centennial High School 2006 — 2010
High School Diploma, General Education
Blake Furgerson's Robert W. Baird & Co. Experience March 2014 - Present
Job Financial Advisor at Robert W. Baird & Co. , Partner at The Nicholson Metz Davis Group, Baird PIM Group
Industry Investment Management
Experience
Robert W. Baird & Co. March 2014 - Present
The First Tee January 2014 - Present
Robert W. Baird & Co. December 2012 - December 2013
Northcoast Research August 2011 - December 2012
Roulston Research January 2011 - May 2011
John Carroll University January 2008 - May 2008
Dick's Sporting Goods September 2007 - January 2008
IMG February 2005 - May 2005
Skills
Financial Modeling, Investments, Market Research, Financial Analysis, Forecasting, Trend Analysis, Valuation, CRM, Competitive Analysis, Economics, Equity Valuation, Portfolio Management, Golf, Project Management, Business Strategy, Industry Research, SEC filings, Financial Markets, Financial Reporting, Business Opportunity..., Value Investing, Data Mining, Marketing, Advertising, Social Media, Statistics, Technical Analysis, Presentations, Problem Solving, Idea Generation, NPV, Microsoft Excel, Microsoft Office, Stock Market, Stock Market Analysis, Commodity Pricing, Commodity Markets, Economic Research, Corporate Strategy..., Corporate Development, Project Initiation, Revenue Modeling, Investment Strategies, Business Planning, Business Analysis, Business Networking, Experienced Traveler, Managed Futures, Chart Analysis, Portfolio Performance...
Education
John Carroll University 2008 — 2011
MBA - Finance, Cum Laude
Loyola University in Maryland 2005 — 2007
St. Edward High School 2001 — 2005
High School Graduate
Robert W. Baird & Co. March 2014 - Present
The First Tee January 2014 - Present
Robert W. Baird & Co. December 2012 - December 2013
Northcoast Research August 2011 - December 2012
Roulston Research January 2011 - May 2011
John Carroll University January 2008 - May 2008
Dick's Sporting Goods September 2007 - January 2008
IMG February 2005 - May 2005
Skills
Financial Modeling, Investments, Market Research, Financial Analysis, Forecasting, Trend Analysis, Valuation, CRM, Competitive Analysis, Economics, Equity Valuation, Portfolio Management, Golf, Project Management, Business Strategy, Industry Research, SEC filings, Financial Markets, Financial Reporting, Business Opportunity..., Value Investing, Data Mining, Marketing, Advertising, Social Media, Statistics, Technical Analysis, Presentations, Problem Solving, Idea Generation, NPV, Microsoft Excel, Microsoft Office, Stock Market, Stock Market Analysis, Commodity Pricing, Commodity Markets, Economic Research, Corporate Strategy..., Corporate Development, Project Initiation, Revenue Modeling, Investment Strategies, Business Planning, Business Analysis, Business Networking, Experienced Traveler, Managed Futures, Chart Analysis, Portfolio Performance...
Education
John Carroll University 2008 — 2011
MBA - Finance, Cum Laude
Loyola University in Maryland 2005 — 2007
St. Edward High School 2001 — 2005
High School Graduate
Q. Mark Zhang Q. Mark Zhang's Robert W. Baird & Co. Experience June 2014 - August 2014
Job Investment Banking Associate at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse July 2015 - Present
Kellogg School of Management August 2010 - June 2015
Robert W. Baird & Co. June 2014 - August 2014
Buck Consultants August 2006 - August 2010
Education
Northwestern University - Kellogg School of Management 2010 — 2014
M.S., Finance
Lehigh University 2002 — 2006
B.A., B.S., Math, Economics, Finance, Highest Honors
Hwa Chong Junior College, Singapore 2000 — 2001
Singapore-Cambridge GCE Advanced Level
The Chinese High School, Singapore 1998 — 1999
Singapore-Cambridge GCE Ordinary Level
CFA Institute
Credit Suisse July 2015 - Present
Kellogg School of Management August 2010 - June 2015
Robert W. Baird & Co. June 2014 - August 2014
Buck Consultants August 2006 - August 2010
Education
Northwestern University - Kellogg School of Management 2010 — 2014
M.S., Finance
Lehigh University 2002 — 2006
B.A., B.S., Math, Economics, Finance, Highest Honors
Hwa Chong Junior College, Singapore 2000 — 2001
Singapore-Cambridge GCE Advanced Level
The Chinese High School, Singapore 1998 — 1999
Singapore-Cambridge GCE Ordinary Level
CFA Institute
Ryan Wagner Ryan Wagner's Robert W. Baird & Co. Experience October 2006 - July 2007
Job Sales Executive 3 Premier Client Group Acquisition at AT&T
Industry Telecommunications
Experience
AT&T January 2013 - Present
AT&T August 2011 - December 2012
AT&T August 2008 - August 2011
AT&T October 2007 - August 2008
Robert W. Baird & Co. October 2006 - July 2007
Kent State University Athletics Department January 2004 - August 2005
Kent State University Athletic Department August 2002 - January 2004
Skills
New Business Development, Cloud Computing, Analytics, Disaster Recovery, Data Center, Microsoft Excel, Fitness, Internet, IP, iPhone, Microsoft Word, Objective-C, Problem Solving, VoIP, VMware, MPLS VPN, CRM, ERP, Sales, Sales Presentations, Customer Retention, Customer Acquisition, Customer Experience, Work Ethic, Direct Sales
Education
Kent State University 2000 — 2005
Bachelors, Major: Sport Management Minors: Business and Finance
Kent Roosevelt High School 1997 — 2000
Business
AT&T January 2013 - Present
AT&T August 2011 - December 2012
AT&T August 2008 - August 2011
AT&T October 2007 - August 2008
Robert W. Baird & Co. October 2006 - July 2007
Kent State University Athletics Department January 2004 - August 2005
Kent State University Athletic Department August 2002 - January 2004
Skills
New Business Development, Cloud Computing, Analytics, Disaster Recovery, Data Center, Microsoft Excel, Fitness, Internet, IP, iPhone, Microsoft Word, Objective-C, Problem Solving, VoIP, VMware, MPLS VPN, CRM, ERP, Sales, Sales Presentations, Customer Retention, Customer Acquisition, Customer Experience, Work Ethic, Direct Sales
Education
Kent State University 2000 — 2005
Bachelors, Major: Sport Management Minors: Business and Finance
Kent Roosevelt High School 1997 — 2000
Business
Morgan Haller's Robert W. Baird & Co. Experience September 2013 - March 2015
Job Equity Research Analyst Biotechnology at J. P. Morgan
Industry Financial Services
Experience
J.P. Morgan March 2015 - Present
Robert W. Baird & Co. September 2013 - March 2015
EY May 2013 - September 2013
Ernst & Young September 2012 - May 2013
University of Virginia August 2011 - May 2012
The Blackstone Group June 2011 - July 2011
Ernst & Young LLP June 2010 - August 2010
MICROS Systems, Inc May 2009 - August 2009
Skills
Financial Reporting, Accounting, CPA
Education
University of Virginia 2011 — 2012
Masters of Science, Accounting
Lehigh University - College of Business and Economics 2007 — 2011
Bachelors, Accounting
J.P. Morgan March 2015 - Present
Robert W. Baird & Co. September 2013 - March 2015
EY May 2013 - September 2013
Ernst & Young September 2012 - May 2013
University of Virginia August 2011 - May 2012
The Blackstone Group June 2011 - July 2011
Ernst & Young LLP June 2010 - August 2010
MICROS Systems, Inc May 2009 - August 2009
Skills
Financial Reporting, Accounting, CPA
Education
University of Virginia 2011 — 2012
Masters of Science, Accounting
Lehigh University - College of Business and Economics 2007 — 2011
Bachelors, Accounting
Bradley Angeletti's Robert W. Baird & Co. Experience September 1999 - Present
Job DirectorWealth Management, Senior Investments Consultant at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. September 1999 - Present
First Chicago Investment Services October 1994 - September 1999
Skills
Series 7, 401k, Strategic Financial..., Strategic Planning, Series 63, Certifided Divorce..., Mutual Funds, Financial Modeling, Asset Allocation, Investments, Finance, Investment Management, Securities, Investment Advisory, Wealth Management, Investment Strategies, Alternative Investments, Retirement Planning, Wealth Management..., Insurance, Asset Management, Financial Analysis, Risk Management, Retirement, Portfolio Management, Financial Planning
Education
University of Wisconsin-Madison 1988 — 1991
Economics
Loras College 1987 — 1988
Business Administration and Management, General
Robert W. Baird & Co. September 1999 - Present
First Chicago Investment Services October 1994 - September 1999
Skills
Series 7, 401k, Strategic Financial..., Strategic Planning, Series 63, Certifided Divorce..., Mutual Funds, Financial Modeling, Asset Allocation, Investments, Finance, Investment Management, Securities, Investment Advisory, Wealth Management, Investment Strategies, Alternative Investments, Retirement Planning, Wealth Management..., Insurance, Asset Management, Financial Analysis, Risk Management, Retirement, Portfolio Management, Financial Planning
Education
University of Wisconsin-Madison 1988 — 1991
Economics
Loras College 1987 — 1988
Business Administration and Management, General
David Mielke David Mielke's Robert W. Baird & Co. Experience June 1971 - June 1974
Job Dean, Emeritus , College of Business at Eastern Michigan University
Industry Education Management
Experience
Eastern Michigan University July 2012 - April 2013
Eastern Michigan University July 2004 - July 2012
Grand Valley State University July 1999 - June 2004
Marquette University, Milwaukee, WI September 1980 - June 1999
Seven Up Bottling Company, Oshkosh, WI July 1974 - September 1977
Robert W. Baird & Co. June 1971 - June 1974
Skills
Research, Public Speaking, Leadership Development, Teaching, Higher Education, Non-profits, Curriculum Development, Student Affairs, Strategic Planning, Organizational..., Fundraising, Program Development, Community Outreach, Leadership, Event Planning, Curriculum Design, E-Learning, Nonprofits, Entrepreneurship, Management Consulting, Student Development, Analysis, Team Building, SPSS, Data Analysis, Instructional Design, Budgets, Distance Learning, University Teaching, Academic Administration, Staff Development, Grant Writing
Education
University of Wisconsin-Madison - School of Business 1976 — 1980
PhD, Accounting
The University of Chicago 1969 — 1971
MBA, Finance
Lawrence University 1964 — 1968
BA, Mathematics
Eastern Michigan University July 2012 - April 2013
Eastern Michigan University July 2004 - July 2012
Grand Valley State University July 1999 - June 2004
Marquette University, Milwaukee, WI September 1980 - June 1999
Seven Up Bottling Company, Oshkosh, WI July 1974 - September 1977
Robert W. Baird & Co. June 1971 - June 1974
Skills
Research, Public Speaking, Leadership Development, Teaching, Higher Education, Non-profits, Curriculum Development, Student Affairs, Strategic Planning, Organizational..., Fundraising, Program Development, Community Outreach, Leadership, Event Planning, Curriculum Design, E-Learning, Nonprofits, Entrepreneurship, Management Consulting, Student Development, Analysis, Team Building, SPSS, Data Analysis, Instructional Design, Budgets, Distance Learning, University Teaching, Academic Administration, Staff Development, Grant Writing
Education
University of Wisconsin-Madison - School of Business 1976 — 1980
PhD, Accounting
The University of Chicago 1969 — 1971
MBA, Finance
Lawrence University 1964 — 1968
BA, Mathematics
Ann T.H. Hansen, PMP Ann T.H. Hansen, PMP's Robert W. Baird & Co. Experience August 1989 - October 1991
Job HCM Product Manager at Anthem
Industry Human Resources
Experience
Oracle HCM Users Group (OHUG) November 2008 - Present
Anthem, Inc. October 1991 - Present
Robert W. Baird & Co. August 1989 - October 1991
Education
University of Wisconsin-Stout 1982 — 1986
Bachelor of Science
Keller Graduate School of Management of DeVry University
Master's Degree (In Progress), Project Management
Oracle HCM Users Group (OHUG) November 2008 - Present
Anthem, Inc. October 1991 - Present
Robert W. Baird & Co. August 1989 - October 1991
Education
University of Wisconsin-Stout 1982 — 1986
Bachelor of Science
Keller Graduate School of Management of DeVry University
Master's Degree (In Progress), Project Management
Neal Karski's Robert W. Baird & Co. Experience April 2013 - March 2014
Job Strategic Consulting Professional
Industry Management Consulting
Experience
Kepler October 2014 - Present
HBR Consulting LLC March 2014 - October 2014
Robert W. Baird & Co. April 2013 - March 2014
BNY Mellon January 2013 - April 2013
Neal K Events January 2009 - April 2013
SeatonCorp June 2012 - November 2012
Fred B. Sieber Educational Foundation May 2011 - August 2011
Falcon Financial Partners May 2010 - August 2010
Skills
Social Networking, Management, Accounting, Microsoft Excel, Business Development, Market Research, Social Media Marketing, Analysis, Research, CRM, Budgets, Economics, Financial Analysis, Polish, Event Planning, Microsoft Office, Business Analysis, Financial Reporting, Team Leadership, Strategic Leadership, Financial Economics, Strategic Sourcing, Business Strategy, Supply Chain Management, Strategy, Operations Management
Education
Loyola University of Chicago 2008 — 2012
BBA, Finance, Economics, Marketing, 3.7
Kepler October 2014 - Present
HBR Consulting LLC March 2014 - October 2014
Robert W. Baird & Co. April 2013 - March 2014
BNY Mellon January 2013 - April 2013
Neal K Events January 2009 - April 2013
SeatonCorp June 2012 - November 2012
Fred B. Sieber Educational Foundation May 2011 - August 2011
Falcon Financial Partners May 2010 - August 2010
Skills
Social Networking, Management, Accounting, Microsoft Excel, Business Development, Market Research, Social Media Marketing, Analysis, Research, CRM, Budgets, Economics, Financial Analysis, Polish, Event Planning, Microsoft Office, Business Analysis, Financial Reporting, Team Leadership, Strategic Leadership, Financial Economics, Strategic Sourcing, Business Strategy, Supply Chain Management, Strategy, Operations Management
Education
Loyola University of Chicago 2008 — 2012
BBA, Finance, Economics, Marketing, 3.7
Arthur Rozema's Robert W. Baird & Co. Experience September 2013 - Present
Job Director of Private Wealth Management Compliance Support at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. September 2013 - Present
Robert W. Baird & Co. October 2004 - August 2013
Merrill Lynch June 1995 - October 2004
Merrill Lynch May 1990 - May 1995
Skills
Marketing, Customer Service, Recruiting, Time Management, Series 7, Mutual Funds, Securities, Series 63, Investments, Equities, Wealth Management, Financial Services, FINRA, Investment Advisory, Leadership, Asset Allocation, Financial Planning, Insurance, Retirement Planning
Education
Indiana University Bloomington 1986 — 1990
Bachelor's degree, Accounting Minor Economincs and Political Science
Elkhart Central High School 1982 — 1986
High School Degree, College Prep
DALE CARNEGIE 16 WEEK PERSONAL DEVELOPMENT TRAINING
FINRA ARBITRATOR TRAINING
INSIGHTS PERSONALITY AND EMOTIONAL IQ TRAINING
PECOS RIVER LEADERSHIP TRAINING
Robert W. Baird & Co. September 2013 - Present
Robert W. Baird & Co. October 2004 - August 2013
Merrill Lynch June 1995 - October 2004
Merrill Lynch May 1990 - May 1995
Skills
Marketing, Customer Service, Recruiting, Time Management, Series 7, Mutual Funds, Securities, Series 63, Investments, Equities, Wealth Management, Financial Services, FINRA, Investment Advisory, Leadership, Asset Allocation, Financial Planning, Insurance, Retirement Planning
Education
Indiana University Bloomington 1986 — 1990
Bachelor's degree, Accounting Minor Economincs and Political Science
Elkhart Central High School 1982 — 1986
High School Degree, College Prep
DALE CARNEGIE 16 WEEK PERSONAL DEVELOPMENT TRAINING
FINRA ARBITRATOR TRAINING
INSIGHTS PERSONALITY AND EMOTIONAL IQ TRAINING
PECOS RIVER LEADERSHIP TRAINING
John DiMauro's Robert W. Baird & Co. Experience February 2014 - Present
Job Financial Advisor at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. February 2014 - Present
OfficeCare March 2010 - December 2013
Lead Source Call Center August 2007 - March 2012
Commerce National Bank July 2004 - August 2007
Fifth Third Bank April 1997 - April 2003
Skills
Customer Relations, New Business Development, Sales Management, Marketing Strategy, Business Strategy, Customer Service, Lead Generation, Business Development, CRM, B2B, Sales, Program Management, Leadership, Marketing, Call Centers, Team Building, Start-ups, Strategy, Entrepreneurship, Management, Small Business, Executive Management, Sales Process, Selling, Strategic Partnerships, Solution Selling, SaaS, Contract Negotiation, Strategic Planning, Account Management, Finance, Financial Planning, Wealth Management, Retirement Planning, Investments, Insurance, Business Planning
Education
Indiana University Bloomington
Bachelor of Arts, Journalism
Robert W. Baird & Co. February 2014 - Present
OfficeCare March 2010 - December 2013
Lead Source Call Center August 2007 - March 2012
Commerce National Bank July 2004 - August 2007
Fifth Third Bank April 1997 - April 2003
Skills
Customer Relations, New Business Development, Sales Management, Marketing Strategy, Business Strategy, Customer Service, Lead Generation, Business Development, CRM, B2B, Sales, Program Management, Leadership, Marketing, Call Centers, Team Building, Start-ups, Strategy, Entrepreneurship, Management, Small Business, Executive Management, Sales Process, Selling, Strategic Partnerships, Solution Selling, SaaS, Contract Negotiation, Strategic Planning, Account Management, Finance, Financial Planning, Wealth Management, Retirement Planning, Investments, Insurance, Business Planning
Education
Indiana University Bloomington
Bachelor of Arts, Journalism
Micaela Wise's Robert W. Baird & Co. Experience May 2014 - December 2014
Job Benefits Coordinator at Keystone Insurers Group
Industry Banking
Experience
Keystone Insurers Group December 2014 - Present
Robert W. Baird & Co. May 2014 - December 2014
AAA Federal Credit Union January 2006 - May 2014
Education
Purdue college of technology south bend 2007 — 2011
Organizational Leadership and Supervision, Organizational Leadership and Supervision
Indiana University South Bend
Riley
Core 40 Diploma
Keystone Insurers Group December 2014 - Present
Robert W. Baird & Co. May 2014 - December 2014
AAA Federal Credit Union January 2006 - May 2014
Education
Purdue college of technology south bend 2007 — 2011
Organizational Leadership and Supervision, Organizational Leadership and Supervision
Indiana University South Bend
Riley
Core 40 Diploma
Michael Krako Michael Krako's Robert W. Baird & Co. Experience February 2010 - September 2011
Job Wealth Management Sr. Private Banker
Industry Financial Services
Experience
Wells Fargo August 2011 - Present
Robert W. Baird & Co. February 2010 - September 2011
MORGAN STANLEY / SMITH BARNEY August 2007 - February 2010
Merrill Lynch August 2005 - August 2007
MERRILL LYNCH BUSINESS FINANCIAL SERVICES August 2004 - August 2005
Merrill Lynch July 2003 - August 2005
Skills
Finance, Securities, Series 7, Portfolio Management, Credit, Investments, Wealth Management, Financial Services, Loans, Management
Education
Loyola University Maryland 1999 — 2003
Bachelor, Business Administration; Marketing
Christian Brothers Academy 1994 — 1999
Wells Fargo August 2011 - Present
Robert W. Baird & Co. February 2010 - September 2011
MORGAN STANLEY / SMITH BARNEY August 2007 - February 2010
Merrill Lynch August 2005 - August 2007
MERRILL LYNCH BUSINESS FINANCIAL SERVICES August 2004 - August 2005
Merrill Lynch July 2003 - August 2005
Skills
Finance, Securities, Series 7, Portfolio Management, Credit, Investments, Wealth Management, Financial Services, Loans, Management
Education
Loyola University Maryland 1999 — 2003
Bachelor, Business Administration; Marketing
Christian Brothers Academy 1994 — 1999
Laura Barnard Laura Barnard's Robert W. Baird & Co. Experience April 2007 - August 2012
Job Financial Advisor at BMO Harris Financial Advisors
Industry Financial Services
Experience
BMO Harris Financial Advisors August 2012 - Present
Robert W. Baird & Co. April 2007 - August 2012
Securian Financial Group May 1997 - June 2004
Great Lakes Higher Education Corporation and Affiliates January 1996 - May 1997
Waste Management January 1993 - January 1995
Waste Management June 1988 - January 1993
Skills
Investments, Financial Analysis, Retirement Planning, Leadership, Insurance, Strategic Financial..., Team Leadership, Wealth Management, Financial Modeling, Series 7, Financial Reporting, Mutual Funds, Portfolio Management, Equities, Finance, Accounting, Asset Management, Corporate Finance
Education
The American College 2012 — 2014
Chartered Financial Consultant, Insurance
The American College 2010 — 2012
Chartered Life Underwriter, Insurance
Indiana University Bloomington 1985 — 1988
Bachelor of Science (BS), Accounting
BMO Harris Financial Advisors August 2012 - Present
Robert W. Baird & Co. April 2007 - August 2012
Securian Financial Group May 1997 - June 2004
Great Lakes Higher Education Corporation and Affiliates January 1996 - May 1997
Waste Management January 1993 - January 1995
Waste Management June 1988 - January 1993
Skills
Investments, Financial Analysis, Retirement Planning, Leadership, Insurance, Strategic Financial..., Team Leadership, Wealth Management, Financial Modeling, Series 7, Financial Reporting, Mutual Funds, Portfolio Management, Equities, Finance, Accounting, Asset Management, Corporate Finance
Education
The American College 2012 — 2014
Chartered Financial Consultant, Insurance
The American College 2010 — 2012
Chartered Life Underwriter, Insurance
Indiana University Bloomington 1985 — 1988
Bachelor of Science (BS), Accounting
Craig Lucas's Robert W. Baird & Co. Experience July 2002 - November 2005
Job VP/Member Development at Corporate United | Indirect Spend Management
Industry Logistics and Supply Chain
Experience
Corporate United March 2007 - Present
Thunderbird School of Global Management 2010 - Present
Kent State University March 2004 - June 2013
Friends of Breakthrough Schools 2007 - September 2012
Robert W. Baird & Co. July 2002 - November 2005
McDonald Investments 1997 - 2002
Skills
Contract Management, Group Purchasing, Contract Negotiation, Procurement, Cost Reduction, Issue Resolution, Strategic Thinking, Public Speaking, Purchasing, Sales, Strategic Sourcing, Strategy, Entrepreneurship, Supply Chain Management, Management, Human Resources, Project Planning, Cross-functional Team..., Global Sourcing, Negotiation, Business Development, Fundraising, Strategic Planning, Leadership, Process Improvement
Education
Kent State University 1984 — 1986
BBA, Marketing
Walt Disney World College Program
Baldwin-Wallace College 1982 — 1984
Strongsville High School 1980 — 1982
Corporate United March 2007 - Present
Thunderbird School of Global Management 2010 - Present
Kent State University March 2004 - June 2013
Friends of Breakthrough Schools 2007 - September 2012
Robert W. Baird & Co. July 2002 - November 2005
McDonald Investments 1997 - 2002
Skills
Contract Management, Group Purchasing, Contract Negotiation, Procurement, Cost Reduction, Issue Resolution, Strategic Thinking, Public Speaking, Purchasing, Sales, Strategic Sourcing, Strategy, Entrepreneurship, Supply Chain Management, Management, Human Resources, Project Planning, Cross-functional Team..., Global Sourcing, Negotiation, Business Development, Fundraising, Strategic Planning, Leadership, Process Improvement
Education
Kent State University 1984 — 1986
BBA, Marketing
Walt Disney World College Program
Baldwin-Wallace College 1982 — 1984
Strongsville High School 1980 — 1982
Ace McClinton's Robert W. Baird & Co. Experience October 1998 - June 2001
Job Director of Information Technology at Northern Seminary
Industry Information Technology and Services
Experience
Northern Seminary August 2014 - Present
Abraham Lincoln Centre September 2011 - January 2013
Cincture Corporation August 2001 - April 2007
Jackson Securities 2003 - 2007
Robert W. Baird & Co. October 1998 - June 2001
Skills
Leadership, Information Technology, Evangelism, Team Building, Project Management, Church Growth, Public Speaking, Strategic Planning, Management, Enterprise Software, Active Directory, PHP, MySQL, Java, AJAX, Coaching, Microsoft SQL Server, Networking, JavaScript, Troubleshooting, Microsoft Exchange, System Administration, Databases, Microsoft Office, Integration, HTML, Servers, Windows, Server Administration, Access, Linux, Oracle, Training, Quality Assurance, Cisco Firewall Security, Process Improvement
Education
Liberty University 2012 — 2015
Master of Divinity (M.Div.), Missions/Missionary Studies and Missiology
Liberty University 2011 — 2012
Master of Arts, Evangelism & Church Planting
Southern Illinois University, Carbondale 2007 — 2011
Bachelor of Science, Information Systems Technologies
Southern Illinois University, Carbondale 1994 — 1997
Electrical Engineering/Computer Science
Northern Seminary August 2014 - Present
Abraham Lincoln Centre September 2011 - January 2013
Cincture Corporation August 2001 - April 2007
Jackson Securities 2003 - 2007
Robert W. Baird & Co. October 1998 - June 2001
Skills
Leadership, Information Technology, Evangelism, Team Building, Project Management, Church Growth, Public Speaking, Strategic Planning, Management, Enterprise Software, Active Directory, PHP, MySQL, Java, AJAX, Coaching, Microsoft SQL Server, Networking, JavaScript, Troubleshooting, Microsoft Exchange, System Administration, Databases, Microsoft Office, Integration, HTML, Servers, Windows, Server Administration, Access, Linux, Oracle, Training, Quality Assurance, Cisco Firewall Security, Process Improvement
Education
Liberty University 2012 — 2015
Master of Divinity (M.Div.), Missions/Missionary Studies and Missiology
Liberty University 2011 — 2012
Master of Arts, Evangelism & Church Planting
Southern Illinois University, Carbondale 2007 — 2011
Bachelor of Science, Information Systems Technologies
Southern Illinois University, Carbondale 1994 — 1997
Electrical Engineering/Computer Science
Joanne Wycklendt's Robert W. Baird & Co. Experience August 2014 - August 2014
Job Student at Marquette University
Industry
Experience
Robert W. Baird & Co. August 2014 - August 2014
Robert W. Baird & Co. May 2014 - August 2014
Marquette Athletics Marketing Department November 2012 - December 2013
Robert W. Baird & Co. May 2013 - August 2013
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Microsoft Office, Accounting, Public Speaking, Financial Analysis, Outlook, Customer Service
Education
Marquette University 2012 — 2016
Bachelor of Science (B.S.), Finance and Accounting
John Cabot University 2014 — 2014
Semester Abroad
Dominican High School 2008 — 2012
Robert W. Baird & Co. August 2014 - August 2014
Robert W. Baird & Co. May 2014 - August 2014
Marquette Athletics Marketing Department November 2012 - December 2013
Robert W. Baird & Co. May 2013 - August 2013
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Microsoft Office, Accounting, Public Speaking, Financial Analysis, Outlook, Customer Service
Education
Marquette University 2012 — 2016
Bachelor of Science (B.S.), Finance and Accounting
John Cabot University 2014 — 2014
Semester Abroad
Dominican High School 2008 — 2012
Michael Wilcox Michael Wilcox's Robert W. Baird & Co. Experience January 2013 - May 2015
Job Entrepreneur
Industry Investment Banking
Experience
Robert W. Baird & Co. January 2013 - May 2015
Robert W. Baird & Co. July 2009 - January 2013
Robert W. Baird & Co. 2006 - June 2009
Duff & Phelps 2006 - 2007
UBS 2005 - 2006
Skills
Equity Capital Markets
Education
Loyola University Chicago 2004 — 2006
BS, Finance and Economics
Marquette University 2002 — 2004
Bachelor’s Degree, Finance, General
Robert W. Baird & Co. January 2013 - May 2015
Robert W. Baird & Co. July 2009 - January 2013
Robert W. Baird & Co. 2006 - June 2009
Duff & Phelps 2006 - 2007
UBS 2005 - 2006
Skills
Equity Capital Markets
Education
Loyola University Chicago 2004 — 2006
BS, Finance and Economics
Marquette University 2002 — 2004
Bachelor’s Degree, Finance, General
Gulten ( Julie) Durmishi, MAFM Gulten ( Julie) Durmishi, MAFM's Robert W. Baird & Co. Experience December 2004 - March 2009
Job Finance Analyst
Industry Higher Education
Experience
DeVry University October 2013 - Present
DeVry University June 2010 - October 2013
Robert W. Baird & Co. December 2004 - March 2009
Skills
Access, Account Management, Accounting, Adult Education, Analysis, Applicant Tracking..., Budgets, Business Analysis, Career Development, Customer Service, Event Planning, Finance, Financial Analysis, Human Resources, Leadership, Leadership Development, Marketing, Microsoft Excel, Microsoft Office, Microsoft Word, Outlook, PeopleSoft, PowerPoint, Process Improvement, Project Management, Recruiting, Sales, Salesforce.com, Strategic Planning, Social Media, Team Building, Teaching, Training, Time Management, Team Leadership
Education
Keller Graduate School of Management of DeVry University 2014 — 2015
Masters in Project Management
Keller Graduate School of Management of DeVry University 2011 — 2012
MAFM, Accounting and Financial Management
DeVry University October 2013 - Present
DeVry University June 2010 - October 2013
Robert W. Baird & Co. December 2004 - March 2009
Skills
Access, Account Management, Accounting, Adult Education, Analysis, Applicant Tracking..., Budgets, Business Analysis, Career Development, Customer Service, Event Planning, Finance, Financial Analysis, Human Resources, Leadership, Leadership Development, Marketing, Microsoft Excel, Microsoft Office, Microsoft Word, Outlook, PeopleSoft, PowerPoint, Process Improvement, Project Management, Recruiting, Sales, Salesforce.com, Strategic Planning, Social Media, Team Building, Teaching, Training, Time Management, Team Leadership
Education
Keller Graduate School of Management of DeVry University 2014 — 2015
Masters in Project Management
Keller Graduate School of Management of DeVry University 2011 — 2012
MAFM, Accounting and Financial Management
Don Etchison's Robert W. Baird & Co. Experience January 1985 - August 1999
Job Financial Advisor at Comprehensive Financial Consultants
Industry Financial Services
Experience
Comprehensive Financial Consultants November 2003 - Present
Merrill Lynch July 1999 - October 2003
Robert W. Baird & Co. January 1985 - August 1999
Northwestern Mutual April 1982 - August 1999
Skills
Investment Advisory..., Financial Services, 401k, Rollovers, Retirement Planning, IRAs, Mutual funds, College Education..., Series 7, Annuities, Life Insurance, Disability Income, Estate Planning
Education
Indiana University Bloomington
Bachelor's Degree, Biology/Biological Sciences, General
Comprehensive Financial Consultants November 2003 - Present
Merrill Lynch July 1999 - October 2003
Robert W. Baird & Co. January 1985 - August 1999
Northwestern Mutual April 1982 - August 1999
Skills
Investment Advisory..., Financial Services, 401k, Rollovers, Retirement Planning, IRAs, Mutual funds, College Education..., Series 7, Annuities, Life Insurance, Disability Income, Estate Planning
Education
Indiana University Bloomington
Bachelor's Degree, Biology/Biological Sciences, General
Brian Paneral Brian Paneral's Robert W. Baird & Co. Experience May 2010 - August 2010
Job Technical Recruiter at Robert Half Technology
Industry Staffing and Recruiting
Experience
Robert Half Technology June 2015 - Present
Belmont University November 2014 - Present
Colorado Springs Sky Sox January 2014 - September 2014
Ferris State University October 2013 - December 2013
University of Denver January 2013 - July 2013
Tennessee Smokies Baseball March 2012 - August 2012
Knoxville Ice Bears July 2011 - April 2012
ShowSpan, Inc. May 2010 - December 2010
Robert W. Baird & Co. May 2010 - August 2010
Skills
Sports, Final Cut Pro, Facebook, Social Media, Broadcast, Press Releases, Adobe Creative Suite, Blogging, Video, Media Relations, Photoshop, Editing, Marketing, Social Media Marketing
Education
University of Tennessee-Knoxville 2009 — 2012
Bachelor of Arts (B.A.)
Loyola University of Chicago 2008 — 2009
Robert Half Technology June 2015 - Present
Belmont University November 2014 - Present
Colorado Springs Sky Sox January 2014 - September 2014
Ferris State University October 2013 - December 2013
University of Denver January 2013 - July 2013
Tennessee Smokies Baseball March 2012 - August 2012
Knoxville Ice Bears July 2011 - April 2012
ShowSpan, Inc. May 2010 - December 2010
Robert W. Baird & Co. May 2010 - August 2010
Skills
Sports, Final Cut Pro, Facebook, Social Media, Broadcast, Press Releases, Adobe Creative Suite, Blogging, Video, Media Relations, Photoshop, Editing, Marketing, Social Media Marketing
Education
University of Tennessee-Knoxville 2009 — 2012
Bachelor of Arts (B.A.)
Loyola University of Chicago 2008 — 2009
Eric Hargarten's Robert W. Baird & Co. Experience June 2015 - August 2015
Job Incoming Investment Banking Analyst at Houlihan Lokey
Industry Investment Banking
Experience
Robert W. Baird & Co. June 2015 - August 2015
Montrose Advisors, LLC May 2014 - January 2015
CrossFit Wichita September 2012 - May 2013
United States Air Force January 2012 - May 2013
United States Air Force February 2009 - January 2013
United States Air Force March 2011 - September 2011
United States Air Force January 2010 - July 2010
United States Air Force October 2007 - February 2009
Skills
Leadership, Air Force, Interpersonal..., Program Management, Critical Thinking, Microsoft Office, Government, Leadership Experience, Microsoft Excel, Customer Service, Positive Team Player, Result Oriented, Sound Analytical Skills, Results Driven, Investment Banking, Supervisory Experience, Problem Solving, Skilled Multi-tasker, Financial Analysis, Financial Market..., Mathematica, C#
Education
Loyola University of Chicago 2013 — 2016
Bachelor of Science (BS), Physics Major with Minors in Finance and Math
Thomas N. Barnes Airmen Leadership School 2011 — 2011
Leadership
Robert W. Baird & Co. June 2015 - August 2015
Montrose Advisors, LLC May 2014 - January 2015
CrossFit Wichita September 2012 - May 2013
United States Air Force January 2012 - May 2013
United States Air Force February 2009 - January 2013
United States Air Force March 2011 - September 2011
United States Air Force January 2010 - July 2010
United States Air Force October 2007 - February 2009
Skills
Leadership, Air Force, Interpersonal..., Program Management, Critical Thinking, Microsoft Office, Government, Leadership Experience, Microsoft Excel, Customer Service, Positive Team Player, Result Oriented, Sound Analytical Skills, Results Driven, Investment Banking, Supervisory Experience, Problem Solving, Skilled Multi-tasker, Financial Analysis, Financial Market..., Mathematica, C#
Education
Loyola University of Chicago 2013 — 2016
Bachelor of Science (BS), Physics Major with Minors in Finance and Math
Thomas N. Barnes Airmen Leadership School 2011 — 2011
Leadership
Kiersten Lesko's Robert W. Baird & Co. Experience May 2014 - Present
Job Mutual Fund Operations Analyst at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. May 2014 - Present
Robert W. Baird & Co. November 2013 - May 2014
Community Warehouse August 2011 - January 2013
PS Companies February 2010 - November 2011
Elmbrook Church/Camp Vertical 2008 - 2010
Skills
•Excel, MS Access,..., Accounts Payable, Accounts Receivable, Accounting, Payroll, Forecasting, Budgets, Finance, Financial Audits, Payroll Taxes, New Business Development, GAAP, General Ledger, Journal Entries, Fixed Assets, Financial Statements
Education
Marquette University 2011 — 2013
Master of Business Administration (M.B.A.), Business Administration and Management, General, 3.512
Indiana Wesleyan University 2006 — 2010
Bachelor's degree, Accounting, 3.67
Robert W. Baird & Co. May 2014 - Present
Robert W. Baird & Co. November 2013 - May 2014
Community Warehouse August 2011 - January 2013
PS Companies February 2010 - November 2011
Elmbrook Church/Camp Vertical 2008 - 2010
Skills
•Excel, MS Access,..., Accounts Payable, Accounts Receivable, Accounting, Payroll, Forecasting, Budgets, Finance, Financial Audits, Payroll Taxes, New Business Development, GAAP, General Ledger, Journal Entries, Fixed Assets, Financial Statements
Education
Marquette University 2011 — 2013
Master of Business Administration (M.B.A.), Business Administration and Management, General, 3.512
Indiana Wesleyan University 2006 — 2010
Bachelor's degree, Accounting, 3.67
Erin (Ferguson) Barley Erin (Ferguson) Barley's Robert W. Baird & Co. Experience 2015 - Present
Job Agile Project Manager (Consultant) at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. 2015 - Present
HSA Bank September 2009 - June 2015
HSA Bank February 2009 - September 2009
HSA Bank February 2008 - February 2009
HSA Bank September 2007 - February 2008
HSA Bank June 2006 - September 2007
HSA Bank September 2005 - June 2006
Skills
Project Management, Leadership, Management, Risk Management, Business Analysis, SharePoint, Process Improvement, Strategic Planning, Visio, Change Management, Project Planning, Conflict Resolution, Team Building, Agile Methodologies, Cross-functional Team..., Budget, Quality Assurance, Customer Experience, Microsoft Office, Microsoft Excel, Product Development, Business Strategy, Vendor Management, Program Management, Business Efficiency, Software Documentation, Budgets
Education
Lakeland College 2012 — 2017
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
University of Wisconsin-Milwaukee 2011 — 2011
Project Management Certification, Project Management
University of Wisconsin - Sheboygan 2000 — 2003
Associate's Degree, Arts and Sciences
Robert W. Baird & Co. 2015 - Present
HSA Bank September 2009 - June 2015
HSA Bank February 2009 - September 2009
HSA Bank February 2008 - February 2009
HSA Bank September 2007 - February 2008
HSA Bank June 2006 - September 2007
HSA Bank September 2005 - June 2006
Skills
Project Management, Leadership, Management, Risk Management, Business Analysis, SharePoint, Process Improvement, Strategic Planning, Visio, Change Management, Project Planning, Conflict Resolution, Team Building, Agile Methodologies, Cross-functional Team..., Budget, Quality Assurance, Customer Experience, Microsoft Office, Microsoft Excel, Product Development, Business Strategy, Vendor Management, Program Management, Business Efficiency, Software Documentation, Budgets
Education
Lakeland College 2012 — 2017
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
University of Wisconsin-Milwaukee 2011 — 2011
Project Management Certification, Project Management
University of Wisconsin - Sheboygan 2000 — 2003
Associate's Degree, Arts and Sciences
Glen F. Colwell Glen F. Colwell's Robert W. Baird & Co. Experience October 1998 - March 2002
Job Advisor of Retirement Planning & Wealth Management | Reducing Uncertainty in your Pension, Profit Sharing, 401k and 403b
Industry Investment Management
Experience
Infinity Benefit Solutions, Inc. November 2011 - Present
Corporate Casual January 2009 - Present
PCM, Inc. January 2009 - October 2011
PCM, Inc. March 2005 - January 2009
Guaranty Bank March 2001 - March 2005
Robert W. Baird & Co. October 1998 - March 2002
Skills
Retirement Planning, Investments, Wealth Management, Portfolio Management, Asset Allocation, Financial Services, Retirement, Financial Advisory, 401k, Financial Planning, Asset Management, Employee Benefits, Investment Management, Securities, Pensions, Strategic Financial..., Retirement Plan..., Qualified Retirement..., Public Speaking, Group Presentations, Retirement Income..., Fixed Income Strategies, Investment Strategies, Investment Advisory, Regulatory Compliance, Compliance Management, Health Insurance, Investment Policy, Investment Policy..., Employee Stock Options, Personal Financial..., 401k Rollovers, Retirement Benefits, Human Resource Planning
Education
Kennesaw State University - Michael J. Coles College of Business 1999 — 2000
Finance
CFP Board Registered Education Program through Marquette University
Callan Seminars on Advance Investment Topics
Infinity Benefit Solutions, Inc. November 2011 - Present
Corporate Casual January 2009 - Present
PCM, Inc. January 2009 - October 2011
PCM, Inc. March 2005 - January 2009
Guaranty Bank March 2001 - March 2005
Robert W. Baird & Co. October 1998 - March 2002
Skills
Retirement Planning, Investments, Wealth Management, Portfolio Management, Asset Allocation, Financial Services, Retirement, Financial Advisory, 401k, Financial Planning, Asset Management, Employee Benefits, Investment Management, Securities, Pensions, Strategic Financial..., Retirement Plan..., Qualified Retirement..., Public Speaking, Group Presentations, Retirement Income..., Fixed Income Strategies, Investment Strategies, Investment Advisory, Regulatory Compliance, Compliance Management, Health Insurance, Investment Policy, Investment Policy..., Employee Stock Options, Personal Financial..., 401k Rollovers, Retirement Benefits, Human Resource Planning
Education
Kennesaw State University - Michael J. Coles College of Business 1999 — 2000
Finance
CFP Board Registered Education Program through Marquette University
Callan Seminars on Advance Investment Topics
Derek Tharp, CFP® Derek Tharp, CFP®'s Robert W. Baird & Co. Experience March 2014 - Present
Job Financial Advisor at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. March 2014 - Present
Mote Wealth Management, LLC November 2012 - March 2014
NAPFA Genesis July 2012 - July 2013
RegentAtlantic Capital, LLC June 2012 - October 2012
Mote Wealth Management, LLC September 2011 - January 2012
NAPFA - Financial Planning Fundamentals Program October 2011 - October 2011
FPA - Residency Program October 2011 - October 2011
AEGON Americas August 2011 - September 2011
ING Financial Partners May 2011 - August 2011
Gelid LLC (DBA Tropical Sno) May 2009 - August 2011
Education
Kansas State University 2012 — 2016
Doctor of Philosophy (Ph.D.), Personal Financial Planning, 4.00
Iowa State University 2011 — 2012
MFCS, Family Financial Planning, 4.00
Iowa State University - College of Business 2008 — 2012
Bachelor of Science, Finance with Economics minor, 3.83
Robert W. Baird & Co. March 2014 - Present
Mote Wealth Management, LLC November 2012 - March 2014
NAPFA Genesis July 2012 - July 2013
RegentAtlantic Capital, LLC June 2012 - October 2012
Mote Wealth Management, LLC September 2011 - January 2012
NAPFA - Financial Planning Fundamentals Program October 2011 - October 2011
FPA - Residency Program October 2011 - October 2011
AEGON Americas August 2011 - September 2011
ING Financial Partners May 2011 - August 2011
Gelid LLC (DBA Tropical Sno) May 2009 - August 2011
Education
Kansas State University 2012 — 2016
Doctor of Philosophy (Ph.D.), Personal Financial Planning, 4.00
Iowa State University 2011 — 2012
MFCS, Family Financial Planning, 4.00
Iowa State University - College of Business 2008 — 2012
Bachelor of Science, Finance with Economics minor, 3.83
Shivangini Parmar Shivangini Parmar's Robert W. Baird & Co. Experience May 2011 - August 2011
Job Audit Associate at KPMG US
Industry Accounting
Experience
KPMG US Audit InternKPMGJanuary 2012 - March 2012
Robert W. Baird & Co. May 2011 - August 2011
Jeneil Biotech, Inc. May 2007 - January 2011
Skills
Financial Reporting, Internal Controls, US GAAP, Auditing, Financial Analysis, Accounting, Financial Accounting, Sarbanes-Oxley Act, GAAP, Finance
Education
University of Wisconsin-Milwaukee 2012 — 2013
Master of Science (MS), Professional Accounting
University of Wisconsin-Milwaukee - School of Business Administration 2009 — 2012
BBA, Accounting & Finance
Justus-Liebig-Universität Giessen
Accounting
KPMG US Audit InternKPMGJanuary 2012 - March 2012
Robert W. Baird & Co. May 2011 - August 2011
Jeneil Biotech, Inc. May 2007 - January 2011
Skills
Financial Reporting, Internal Controls, US GAAP, Auditing, Financial Analysis, Accounting, Financial Accounting, Sarbanes-Oxley Act, GAAP, Finance
Education
University of Wisconsin-Milwaukee 2012 — 2013
Master of Science (MS), Professional Accounting
University of Wisconsin-Milwaukee - School of Business Administration 2009 — 2012
BBA, Accounting & Finance
Justus-Liebig-Universität Giessen
Accounting
Jessica Riddle's Robert W. Baird & Co. Experience January 2011 - November 2014
Job Client Relationship Assistant at Robert W. Baird & Co.
Industry Financial Services
Experience
The Babcock & Wilcox Company December 2014 - Present
Robert W. Baird & Co. January 2011 - November 2014
Boston Mills Ski Resort November 2009 - January 2011
Morgan Stanley Smith Barney June 2005 - November 2009
Boston Mills Ski Resort November 2003 - November 2009
Skills
Investments, Customer Service, Management, CRM, Microsoft Excel, Social Media, Microsoft Office, Customer Satisfaction, Customer Support, IRAs, Leadership, Marketing, Sales, Public Relations, ThomsonOne, Microsoft Word, Social Networking, PowerPoint, Marketing Communications, Asset Allocation, Portfolio Management, Retirement Planning, 401k, Insurance, Wealth Management, Financial Analysis
Education
Lorain County Community College 2000 — 2004
Assoicates of the Arts, Liberal Arts and Sciences/Liberal Studies
Elyria High School
HIgh School Dipolma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Kent State University
B.A., English
The Babcock & Wilcox Company December 2014 - Present
Robert W. Baird & Co. January 2011 - November 2014
Boston Mills Ski Resort November 2009 - January 2011
Morgan Stanley Smith Barney June 2005 - November 2009
Boston Mills Ski Resort November 2003 - November 2009
Skills
Investments, Customer Service, Management, CRM, Microsoft Excel, Social Media, Microsoft Office, Customer Satisfaction, Customer Support, IRAs, Leadership, Marketing, Sales, Public Relations, ThomsonOne, Microsoft Word, Social Networking, PowerPoint, Marketing Communications, Asset Allocation, Portfolio Management, Retirement Planning, 401k, Insurance, Wealth Management, Financial Analysis
Education
Lorain County Community College 2000 — 2004
Assoicates of the Arts, Liberal Arts and Sciences/Liberal Studies
Elyria High School
HIgh School Dipolma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Kent State University
B.A., English
Joshua Giordano Joshua Giordano's Robert W. Baird & Co. Experience July 2015 - Present
Job Equity Capital Markets Analyst at Robert W. Baird & Co.
Industry Higher Education
Experience
Robert W. Baird & Co. July 2015 - Present
Jefferies LLC May 2014 - August 2014
Munich Reinsurance America, Inc. May 2013 - August 2013
New Orleans Saints July 2008 - August 2013
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Data Analysis, SAP, Finance, Accounting, Research, Databases, Access, Outlook, Break-even Analysis, Bloomberg Terminal, MIAC Certification, ThomsonOne, Intex, WinFITS, TradeWeb, MarketAxess, Omgeo Oasys, Impact, Electronic Trading, Fixed Income
Education
Lehigh University 2011 — 2015
Bachelor of Science (B.S.), Finance & Marketing
IES Abroad 2013 — 2013
Institute for the International Education of Students
Robert W. Baird & Co. July 2015 - Present
Jefferies LLC May 2014 - August 2014
Munich Reinsurance America, Inc. May 2013 - August 2013
New Orleans Saints July 2008 - August 2013
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Data Analysis, SAP, Finance, Accounting, Research, Databases, Access, Outlook, Break-even Analysis, Bloomberg Terminal, MIAC Certification, ThomsonOne, Intex, WinFITS, TradeWeb, MarketAxess, Omgeo Oasys, Impact, Electronic Trading, Fixed Income
Education
Lehigh University 2011 — 2015
Bachelor of Science (B.S.), Finance & Marketing
IES Abroad 2013 — 2013
Institute for the International Education of Students
Natalie Zajac's Robert W. Baird & Co. Experience January 2014 - Present
Job Event Planner at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. January 2014 - Present
Robert W. Baird & Co. March 2012 - January 2014
Robert W. Baird & Co. April 2011 - February 2012
Something New Florist & Events May 2009 - April 2011
Skills
Marketing Communications, Marketing, Event Planning, Social Media, Social Media Marketing, Marketing Strategy, Social Networking, Event Management, Public Relations, Sales, Market Research, Facebook, Account Management, Advertising, Email Marketing, PowerPoint
Education
John Carroll University 2005 — 2009
Bachelor of Business Administration (BBA), Marketing
Robert W. Baird & Co. January 2014 - Present
Robert W. Baird & Co. March 2012 - January 2014
Robert W. Baird & Co. April 2011 - February 2012
Something New Florist & Events May 2009 - April 2011
Skills
Marketing Communications, Marketing, Event Planning, Social Media, Social Media Marketing, Marketing Strategy, Social Networking, Event Management, Public Relations, Sales, Market Research, Facebook, Account Management, Advertising, Email Marketing, PowerPoint
Education
John Carroll University 2005 — 2009
Bachelor of Business Administration (BBA), Marketing
Steve Engstrom Steve Engstrom's Robert W. Baird & Co. Experience September 2011 - April 2013
Job Financial Services Professional
Industry Financial Services
Experience
BMO Financial Group June 2013 - September 2015
Robert W. Baird & Co. September 2011 - April 2013
TCF Bank February 2010 - September 2010
TCF National Bank December 2003 - February 2010
First United Bank June 2002 - October 2003
First Data Corporation May 1994 - August 1998
Skills
Series 7, Securities, Public Relations, Project Management, Account Reconciliation, Strategic Planning, Customer Service, Accounting, Sales Management, Banking, Leadership, Risk Management, Team Leadership, Negotiation, Management, Finance, Sales, Team Building
Education
Joliet Junior College 1990 — 1992
Business Management
lincoln way high sch 1987 — 1988
diploma, Business Administration and Management, General, 12th
BMO Financial Group June 2013 - September 2015
Robert W. Baird & Co. September 2011 - April 2013
TCF Bank February 2010 - September 2010
TCF National Bank December 2003 - February 2010
First United Bank June 2002 - October 2003
First Data Corporation May 1994 - August 1998
Skills
Series 7, Securities, Public Relations, Project Management, Account Reconciliation, Strategic Planning, Customer Service, Accounting, Sales Management, Banking, Leadership, Risk Management, Team Leadership, Negotiation, Management, Finance, Sales, Team Building
Education
Joliet Junior College 1990 — 1992
Business Management
lincoln way high sch 1987 — 1988
diploma, Business Administration and Management, General, 12th
Adam Dugan, CPA Adam Dugan, CPA's Robert W. Baird & Co. Experience May 2008 - January 2009
Job Senior Accountant at WeiserMazars LLP
Industry Accounting
Experience
WeiserMazars LLP October 2013 - Present
WeiserMazars LLP April 2012 - September 2013
WeiserMazars LLP February 2012 - April 2012
Mundocom April 2011 - February 2012
Mundocom November 2010 - April 2011
Institute for Truth in Accounting June 2010 - October 2010
Loyola University Chicago August 2006 - May 2010
Robert W. Baird & Co. May 2008 - January 2009
Skills
Microsoft Excel, Accounting, Financial Analysis, Financial Reporting, PowerPoint, Microsoft Office, PeopleSoft, Financial Accounting, Accounts Payable, Budgets, Microsoft Word, Financial Statements, Account Reconciliation, Access, QuickBooks, Auditing, Project Management, Accounts Receivable, Payroll, General Ledger
Education
Loyola University Chicago 2006 — 2010
BBA, Accounting, Economics
Marquette University High School 2002 — 2006
WeiserMazars LLP October 2013 - Present
WeiserMazars LLP April 2012 - September 2013
WeiserMazars LLP February 2012 - April 2012
Mundocom April 2011 - February 2012
Mundocom November 2010 - April 2011
Institute for Truth in Accounting June 2010 - October 2010
Loyola University Chicago August 2006 - May 2010
Robert W. Baird & Co. May 2008 - January 2009
Skills
Microsoft Excel, Accounting, Financial Analysis, Financial Reporting, PowerPoint, Microsoft Office, PeopleSoft, Financial Accounting, Accounts Payable, Budgets, Microsoft Word, Financial Statements, Account Reconciliation, Access, QuickBooks, Auditing, Project Management, Accounts Receivable, Payroll, General Ledger
Education
Loyola University Chicago 2006 — 2010
BBA, Accounting, Economics
Marquette University High School 2002 — 2006
Tim Rich Tim Rich's Robert W. Baird & Co. Experience 1986 - 1988
Job President at Harris Glass Co., Inc
Industry Construction
Experience
Harris Glass Co., Inc January 1991 - Present
Crimson Blue Properties March 2004 - July 2014
Callahan Seeds 1988 - 1991
Robert W. Baird & Co. 1986 - 1988
Elanco Products/Eli Lilly 1981 - 1986
Skills
Construction Management, Strategic Planning, Real Estate, New Business Development, Contract Management, Sales Management, Operations Management, Business Strategy, Marketing Strategy, Contract Negotiation, Public Relations, Value Engineering, Change Orders, Budgets, Negotiation, Retail, Public Speaking, Project Management, Management, Sales, Forecasting, Procurement, Sales Operations, Team Building, Doors, Glass, Market Analysis, Small Business, Business Development, Start-ups, Process Scheduler, Entrepreneurship, Project Planning, Business Planning, Financial Analysis, Leadership, Account Management, Pre-construction, Product Development, Strategy, Customer Service, Marketing, Pricing, Selling, Team Leadership, Executive Management
Education
Indiana University-Purdue University at Indianapolis 1983 — 1985
Finance, General
University of Illinois at Urbana-Champaign 1977 — 1981
BS, Agriculture Economics
Harris Glass Co., Inc January 1991 - Present
Crimson Blue Properties March 2004 - July 2014
Callahan Seeds 1988 - 1991
Robert W. Baird & Co. 1986 - 1988
Elanco Products/Eli Lilly 1981 - 1986
Skills
Construction Management, Strategic Planning, Real Estate, New Business Development, Contract Management, Sales Management, Operations Management, Business Strategy, Marketing Strategy, Contract Negotiation, Public Relations, Value Engineering, Change Orders, Budgets, Negotiation, Retail, Public Speaking, Project Management, Management, Sales, Forecasting, Procurement, Sales Operations, Team Building, Doors, Glass, Market Analysis, Small Business, Business Development, Start-ups, Process Scheduler, Entrepreneurship, Project Planning, Business Planning, Financial Analysis, Leadership, Account Management, Pre-construction, Product Development, Strategy, Customer Service, Marketing, Pricing, Selling, Team Leadership, Executive Management
Education
Indiana University-Purdue University at Indianapolis 1983 — 1985
Finance, General
University of Illinois at Urbana-Champaign 1977 — 1981
BS, Agriculture Economics
Brian W. Kurtz Brian W. Kurtz's Robert W. Baird & Co. Experience July 2001 - Present
Job Director Branch Manager at Robert W. Baird & Co. ClevelandColumbusDayton
Industry Financial Services
Experience
Robert W. Baird & Co. July 2001 - Present
McDonald & Company Securities September 1996 - July 2001
Dean Witter Reynolds January 1994 - September 1996
Merrill Lynch November 1990 - January 1994
Skills
Finance, Alternative Investments, Wealth Management, Financial Advisory, Retirement Planning, Investments, Mutual Funds, Asset Allocation, FINRA, Contract Negotiation, Investment Advisory, Securities, Series 63, Sales Management, Financial Services, Account Management, Strategic Planning, Series 7, Asset Management, Portfolio Management, New Business Development, Negotiation, Equities, Strategic Financial..., Uniform Combined State..., Wealth Management..., Investment Management, Investment Banking, Financial Analysis
Education
John Carroll University 1989 — 1993
BSBA, Finance
John Carroll University 1989 — 1993
Finance, General
Robert W. Baird & Co. July 2001 - Present
McDonald & Company Securities September 1996 - July 2001
Dean Witter Reynolds January 1994 - September 1996
Merrill Lynch November 1990 - January 1994
Skills
Finance, Alternative Investments, Wealth Management, Financial Advisory, Retirement Planning, Investments, Mutual Funds, Asset Allocation, FINRA, Contract Negotiation, Investment Advisory, Securities, Series 63, Sales Management, Financial Services, Account Management, Strategic Planning, Series 7, Asset Management, Portfolio Management, New Business Development, Negotiation, Equities, Strategic Financial..., Uniform Combined State..., Wealth Management..., Investment Management, Investment Banking, Financial Analysis
Education
John Carroll University 1989 — 1993
BSBA, Finance
John Carroll University 1989 — 1993
Finance, General
Elizabeth Ford's Robert W. Baird & Co. Experience May 2013 - August 2013
Job Finance Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2015 - Present
Loyola University Maryland May 2014 - December 2014
T. Rowe Price June 2014 - August 2014
Robert W. Baird & Co. May 2013 - August 2013
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Research, Photoshop, Social Media, Teamwork, English, Statistical Modeling, Marketing, Stata, Portfolio Management, Leadership, Analysis, Financial Analysis, Public Speaking
Education
Loyola University Maryland 2011 — 2015
Bachelor of Arts (B.A.), Quantitative Economics, Summa Cum Laude
Morgan Stanley June 2015 - Present
Loyola University Maryland May 2014 - December 2014
T. Rowe Price June 2014 - August 2014
Robert W. Baird & Co. May 2013 - August 2013
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Research, Photoshop, Social Media, Teamwork, English, Statistical Modeling, Marketing, Stata, Portfolio Management, Leadership, Analysis, Financial Analysis, Public Speaking
Education
Loyola University Maryland 2011 — 2015
Bachelor of Arts (B.A.), Quantitative Economics, Summa Cum Laude
Nanda Dudala Nanda Dudala's Robert W. Baird & Co. Experience July 2011 - Present
Job Associate Vice President at Robert W. Baird & Co.
Industry Information Technology and Services
Experience
Robert W. Baird & Co. July 2011 - Present
Johnson Controls May 2010 - July 2011
Integrys Energy Services August 2009 - June 2010
Price Waterhouse Coopers December 2008 - August 2009
Symantec May 2007 - December 2008
Boston Market September 2007 - May 2008
Verizon January 2006 - September 2007
ADP January 2005 - January 2006
Skills
PeopleSoft, Oracle, Software Project..., Crystal Reports, SQR, ERP, SDLC, Databases, PL/SQL, Business Intelligence, Visual Basic, DB2, Business Analysis, Integration, Analysis, Business Process
Education
Texas A&M University 2006 — 2007
Maters, Computers science
Jawaharlal Nehru Technological University
Bachelor of Technology, Computer science
Robert W. Baird & Co. July 2011 - Present
Johnson Controls May 2010 - July 2011
Integrys Energy Services August 2009 - June 2010
Price Waterhouse Coopers December 2008 - August 2009
Symantec May 2007 - December 2008
Boston Market September 2007 - May 2008
Verizon January 2006 - September 2007
ADP January 2005 - January 2006
Skills
PeopleSoft, Oracle, Software Project..., Crystal Reports, SQR, ERP, SDLC, Databases, PL/SQL, Business Intelligence, Visual Basic, DB2, Business Analysis, Integration, Analysis, Business Process
Education
Texas A&M University 2006 — 2007
Maters, Computers science
Jawaharlal Nehru Technological University
Bachelor of Technology, Computer science
Parker Griffith Parker Griffith's Robert W. Baird & Co. Experience September 2012 - Present
Job Director, Branch Manager at Robert W. Baird & Co.
Industry Investment Management
Experience
Robert W. Baird & Co. September 2012 - Present
Morgan Stanley Wealth Management 1991 - 2012
Skills
Strategic Planning, Investments, Financial Analysis, Negotiation, Portfolio Management, Asset Managment, Equities
Education
Vanderbilt University 1988 — 1990
Bachelor of Science (BS)
Louisiana State University 1986 — 1988
History
Robert W. Baird & Co. September 2012 - Present
Morgan Stanley Wealth Management 1991 - 2012
Skills
Strategic Planning, Investments, Financial Analysis, Negotiation, Portfolio Management, Asset Managment, Equities
Education
Vanderbilt University 1988 — 1990
Bachelor of Science (BS)
Louisiana State University 1986 — 1988
History
John Yé's Robert W. Baird & Co. Experience December 2014 - Present
Job Financial Advisor, Vice President at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. December 2014 - Present
City of Westwood April 2012 - Present
Country Club Financial Services 2001 - December 2014
City of Westwood April 2008 - April 2012
The MONY Group 1992 - 2001
Skills
Estate Planning, Employee Benefits, Risk Management, Succession Planning, Retirement Planning, Investments, Insurance, Financial Planners, Strategic Financial..., Retirement, Fixed Annuities, Finance, Strategy, Leadership, Budgets, Management, Wealth Management..., Portfolio Management, Wealth Management, Investment Advisory, Mutual Funds, Banking, Financial Advisory, Financial Services, Financial Planning
Education
Kansas State University 1983 — 1986
Art, Commercial Art/Graphic Design
Bishop Miege 1978 — 1982
Robert W. Baird & Co. December 2014 - Present
City of Westwood April 2012 - Present
Country Club Financial Services 2001 - December 2014
City of Westwood April 2008 - April 2012
The MONY Group 1992 - 2001
Skills
Estate Planning, Employee Benefits, Risk Management, Succession Planning, Retirement Planning, Investments, Insurance, Financial Planners, Strategic Financial..., Retirement, Fixed Annuities, Finance, Strategy, Leadership, Budgets, Management, Wealth Management..., Portfolio Management, Wealth Management, Investment Advisory, Mutual Funds, Banking, Financial Advisory, Financial Services, Financial Planning
Education
Kansas State University 1983 — 1986
Art, Commercial Art/Graphic Design
Bishop Miege 1978 — 1982
Edward Klug's Robert W. Baird & Co. Experience November 1990 - September 1998
Job Private Wealth Advisor at Edward Klug Investments LLC
Industry Financial Services
Experience
Edward Klug Investments Investacorp October 2014 - Present
SII Investments July 2010 - October 2014
Stifel Financial Corp. September 1998 - July 2010
Robert W. Baird & Co. November 1990 - September 1998
Skills
Series 7, Wealth Management, Mutual Funds, Investment Advisory, Series 24, Series 63, Retirement Planning, Securities, Asset Allocation, Fixed Annuities, Retirement, Uniform Combined State..., FINRA
Education
Wharton Business School
SIA Institute Of Finance, Year one of 3 year certificate
Lakeland College
BA, Marketing Busines Admin Econ Minor
Edward Klug Investments Investacorp October 2014 - Present
SII Investments July 2010 - October 2014
Stifel Financial Corp. September 1998 - July 2010
Robert W. Baird & Co. November 1990 - September 1998
Skills
Series 7, Wealth Management, Mutual Funds, Investment Advisory, Series 24, Series 63, Retirement Planning, Securities, Asset Allocation, Fixed Annuities, Retirement, Uniform Combined State..., FINRA
Education
Wharton Business School
SIA Institute Of Finance, Year one of 3 year certificate
Lakeland College
BA, Marketing Busines Admin Econ Minor
William VandenBerg William VandenBerg's Robert W. Baird & Co. Experience July 2013 - July 2014
Job Associate at Sentinel Capital Partners
Industry Financial Services
Experience
Sentinel Capital Partners August 2014 - Present
Robert W. Baird & Co. July 2013 - July 2014
Robert W. Baird Limited July 2012 - July 2013
Robert W. Baird May 2010 - June 2012
Robert W. Baird May 2009 - August 2009
Education
Kenyon College 2006 — 2010
BA, Economics and History
University of Oxford
Sentinel Capital Partners August 2014 - Present
Robert W. Baird & Co. July 2013 - July 2014
Robert W. Baird Limited July 2012 - July 2013
Robert W. Baird May 2010 - June 2012
Robert W. Baird May 2009 - August 2009
Education
Kenyon College 2006 — 2010
BA, Economics and History
University of Oxford
Leslie Buck Leslie Buck's Robert W. Baird & Co. Experience April 2014 - Present
Job Client Specialist at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. April 2014 - Present
Annex Wealth Management October 2011 - April 2014
Associated Wealth Management October 2010 - October 2011
Thrivent Financial for Lutherans August 2009 - July 2010
Skills
Asset Allocation, Wealth Management, Asset Managment, Risk Management, Series 7, Life Insurance, Financial Advisory, Banking, Portfolio Management, Retirement
Education
Lawrence University 2004 — 2008
BA, Government, Economics
MSID-Kenya 2007 — 2008
Study Abroad
Robert W. Baird & Co. April 2014 - Present
Annex Wealth Management October 2011 - April 2014
Associated Wealth Management October 2010 - October 2011
Thrivent Financial for Lutherans August 2009 - July 2010
Skills
Asset Allocation, Wealth Management, Asset Managment, Risk Management, Series 7, Life Insurance, Financial Advisory, Banking, Portfolio Management, Retirement
Education
Lawrence University 2004 — 2008
BA, Government, Economics
MSID-Kenya 2007 — 2008
Study Abroad
Jason Montague Jason Montague's Robert W. Baird & Co. Experience January 2013 - Present
Job Senior Vice President | IT Director at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. January 2013 - Present
Robert W. Baird & Co. 2011 - Present
Wells Fargo - Funds Management Group December 2006 - January 2011
MacDonald, Dettwiler & Associates (MDA) U.S. Financial Services July 2006 - December 2006
MacDonald, Dettwiler & Associates (MDA) U.S. Financial Services September 2005 - November 2006
US Bank January 2000 - July 2005
Infotech Inc. January 1998 - December 1999
RSM McGladrey January 1997 - January 1998
Mills & Hemingway Consulting January 1996 - January 1997
Columbus Consulting Group - CCG, Inc. January 1995 - January 1996
Skills
Product Development, Change Management, Systems Thinking, Agile, Software Development, Agile Methodologies, SDLC, Leadership, Program Management, Lean Thinking, Team Leadership, Leading Organizational..., Business Analysis, Scrum, Visio, Vendor Management, Agile Project Management, Coaching, Project Management, Process Improvement, Management Consulting, Business Process..., SharePoint, Requirements Gathering, Software Documentation, Requirements Analysis, Software Engineering, IT Strategy, Business Intelligence, Software Project..., Integration, IT Management
Education
Indiana University Bloomington
Miami University
Robert W. Baird & Co. January 2013 - Present
Robert W. Baird & Co. 2011 - Present
Wells Fargo - Funds Management Group December 2006 - January 2011
MacDonald, Dettwiler & Associates (MDA) U.S. Financial Services July 2006 - December 2006
MacDonald, Dettwiler & Associates (MDA) U.S. Financial Services September 2005 - November 2006
US Bank January 2000 - July 2005
Infotech Inc. January 1998 - December 1999
RSM McGladrey January 1997 - January 1998
Mills & Hemingway Consulting January 1996 - January 1997
Columbus Consulting Group - CCG, Inc. January 1995 - January 1996
Skills
Product Development, Change Management, Systems Thinking, Agile, Software Development, Agile Methodologies, SDLC, Leadership, Program Management, Lean Thinking, Team Leadership, Leading Organizational..., Business Analysis, Scrum, Visio, Vendor Management, Agile Project Management, Coaching, Project Management, Process Improvement, Management Consulting, Business Process..., SharePoint, Requirements Gathering, Software Documentation, Requirements Analysis, Software Engineering, IT Strategy, Business Intelligence, Software Project..., Integration, IT Management
Education
Indiana University Bloomington
Miami University
Sandie Custer Sandie Custer's Robert W. Baird & Co. Experience June 2012 - February 2014
Job Project Assistant at The Nature Conservancy
Industry Environmental Services
Experience
The Nature Conservancy April 2014 - Present
Robert W. Baird & Co. June 2012 - February 2014
CRV USA September 2011 - June 2012
Boumatic 2003 - 2011
ABS Global 2002 - 2003
Boumatic 1998 - 2002
Oriel Incorporated 1997 - 1998
Johnson Controls, Inc. 1992 - 1993
Skills
JD Edwards - CRM and..., Quickbooks, Problem Solving, Customer Service, Salesforce.com, Sales Support, Meeting Planning, Microsoft Office, Digital Photography, Photography, QuickBooks, Pricing, JD Edwards, CRM, Sales Operations, Dairy, Leadership, Account Management, Training, Microsoft Excel, Budgets, Process Improvement, Marketing, Management, Sales, Product Development, Marketing Communications, Strategic Planning, Marketing Strategy, Business Strategy, Business Analysis, New Business Development, Team Building, Marketing Management, Sales Management, Cross-functional Team..., Business Development, Analysis, Product Management, Business Planning, Strategy, Forecasting, Customer Satisfaction, Time Management, Product Marketing, Purchasing, Data Analysis, Inventory Management
Education
Lakeland College 1998 — 2002
Business Administration, Business, Marketing
Madison Area Technical College 1996 — 1999
1999, Liberal Arts
Monona Grove HS
The Nature Conservancy April 2014 - Present
Robert W. Baird & Co. June 2012 - February 2014
CRV USA September 2011 - June 2012
Boumatic 2003 - 2011
ABS Global 2002 - 2003
Boumatic 1998 - 2002
Oriel Incorporated 1997 - 1998
Johnson Controls, Inc. 1992 - 1993
Skills
JD Edwards - CRM and..., Quickbooks, Problem Solving, Customer Service, Salesforce.com, Sales Support, Meeting Planning, Microsoft Office, Digital Photography, Photography, QuickBooks, Pricing, JD Edwards, CRM, Sales Operations, Dairy, Leadership, Account Management, Training, Microsoft Excel, Budgets, Process Improvement, Marketing, Management, Sales, Product Development, Marketing Communications, Strategic Planning, Marketing Strategy, Business Strategy, Business Analysis, New Business Development, Team Building, Marketing Management, Sales Management, Cross-functional Team..., Business Development, Analysis, Product Management, Business Planning, Strategy, Forecasting, Customer Satisfaction, Time Management, Product Marketing, Purchasing, Data Analysis, Inventory Management
Education
Lakeland College 1998 — 2002
Business Administration, Business, Marketing
Madison Area Technical College 1996 — 1999
1999, Liberal Arts
Monona Grove HS
J. Neal Jackovitz's Robert W. Baird & Co. Experience May 2014 - August 2014
Job Finance Intern at Fiat Chrysler Automobiles
Industry Automotive
Experience
Fiat Chrysler Automobiles (FCA) May 2015 - Present
Fine Tune August 2014 - January 2015
Robert W. Baird & Co. May 2014 - August 2014
Skills
Microsoft Excel, Leadership, Research, Teamwork, Squash
Education
Indiana University Bloomington 2012 — 2016
Finance and Operations Management
Calvert Hall College High School 2008 — 2012
Fiat Chrysler Automobiles (FCA) May 2015 - Present
Fine Tune August 2014 - January 2015
Robert W. Baird & Co. May 2014 - August 2014
Skills
Microsoft Excel, Leadership, Research, Teamwork, Squash
Education
Indiana University Bloomington 2012 — 2016
Finance and Operations Management
Calvert Hall College High School 2008 — 2012
Angel An Angel An's Robert W. Baird & Co. Experience June 2015 - August 2015
Job Investment Banking Summer Analyst at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. June 2015 - August 2015
Olin Business School January 2014 - May 2015
Bailey Southwell & Co. June 2014 - December 2014
Ten Peaks Partners June 2014 - July 2014
Hang Lung Properties, Limited December 2013 - January 2014
EY July 2013 - July 2013
Kelley School of Business December 2012 - May 2013
Skills
Microsoft Excel, Teamwork, PowerPoint, Public Speaking, Team Leadership, Research, Chinese, Time Management, Marketing, Financial Analysis, Event Planning, Leadership, Data Analysis, Accounting, Access, Microsoft Office, Photography, Customer Service, Social Media, Recruiting, English, Marketing Communications, Analysis, Management, Market Research, Statistics, Financial Modeling, Microsoft Word
Education
Washington University in St. Louis 2013 — 2016
Business/Commerce, General
Indiana University Bloomington 2012 — 2016
Shandong Experimental High School
Robert W. Baird & Co. June 2015 - August 2015
Olin Business School January 2014 - May 2015
Bailey Southwell & Co. June 2014 - December 2014
Ten Peaks Partners June 2014 - July 2014
Hang Lung Properties, Limited December 2013 - January 2014
EY July 2013 - July 2013
Kelley School of Business December 2012 - May 2013
Skills
Microsoft Excel, Teamwork, PowerPoint, Public Speaking, Team Leadership, Research, Chinese, Time Management, Marketing, Financial Analysis, Event Planning, Leadership, Data Analysis, Accounting, Access, Microsoft Office, Photography, Customer Service, Social Media, Recruiting, English, Marketing Communications, Analysis, Management, Market Research, Statistics, Financial Modeling, Microsoft Word
Education
Washington University in St. Louis 2013 — 2016
Business/Commerce, General
Indiana University Bloomington 2012 — 2016
Shandong Experimental High School
Cameron Stanfill's Robert W. Baird & Co. Experience May 2014 - August 2014
Job Student at Louisiana State University and Agricultural and Mechanical College
Industry Financial Services
Experience
Luther King Capital Management May 2015 - August 2015
Robert W. Baird & Co. May 2014 - August 2014
LSU Office of Communications and University Relations August 2012 - May 2014
Skills
Microsoft Excel, Economics, Internet, PowerPoint, Microsoft Word, Teamwork, Access
Education
Louisiana State University 2012 — 2016
Bachelor of Science (BS), Finance, General
Luther King Capital Management May 2015 - August 2015
Robert W. Baird & Co. May 2014 - August 2014
LSU Office of Communications and University Relations August 2012 - May 2014
Skills
Microsoft Excel, Economics, Internet, PowerPoint, Microsoft Word, Teamwork, Access
Education
Louisiana State University 2012 — 2016
Bachelor of Science (BS), Finance, General
Joanna Linsley's Robert W. Baird & Co. Experience June 2014 - Present
Job Baird Capital Baird Venture Partners
Industry Capital Markets
Experience
Robert W. Baird & Co. June 2014 - Present
Skills
Financial Modeling, Investment Banking, Financial Analysis, Valuation, Bloomberg, Equity Research, Series 7, Equity Valuation, Equities, Private Equity, Mergers & Acquisitions, Business Development, Corporate Finance
Education
University of Pennsylvania - The Wharton School 2012 — 2014
Master of Business Administration (MBA), Finance, Entrepreneurial Management
Indiana University Bloomington 2003 — 2007
Bachelor of Science (BS), Management & International Business
Robert W. Baird & Co. June 2014 - Present
Skills
Financial Modeling, Investment Banking, Financial Analysis, Valuation, Bloomberg, Equity Research, Series 7, Equity Valuation, Equities, Private Equity, Mergers & Acquisitions, Business Development, Corporate Finance
Education
University of Pennsylvania - The Wharton School 2012 — 2014
Master of Business Administration (MBA), Finance, Entrepreneurial Management
Indiana University Bloomington 2003 — 2007
Bachelor of Science (BS), Management & International Business
Craig Vander Leest, CFP®'s Robert W. Baird & Co. Experience January 2001 - Present
Job Senior Investment Consultant at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. January 2001 - Present
Conley, Canitano and Associates October 1995 - January 2001
Andersen Consulting July 1993 - September 1995
Skills
Financial Planning, Investments, Retirement Planning
Education
Iowa State University 1988 — 1993
B.S., Industrial Engineering
Robert W. Baird & Co. January 2001 - Present
Conley, Canitano and Associates October 1995 - January 2001
Andersen Consulting July 1993 - September 1995
Skills
Financial Planning, Investments, Retirement Planning
Education
Iowa State University 1988 — 1993
B.S., Industrial Engineering
Terry Horan Terry Horan's Robert W. Baird & Co. Experience October 1995 - Present
Job Vice President, Private Wealth Management at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. October 1995 - Present
Kemper Securities January 1985 - September 1995
Loewi, Blunt Ellis and Loewi August 1976 - December 1985
Education
John Carroll University 1967 — 1971
BSBA, BUSINESS MANAGEMENT
NOTRE DAME HIGH SCHOOL 1963 — 1967
Robert W. Baird & Co. October 1995 - Present
Kemper Securities January 1985 - September 1995
Loewi, Blunt Ellis and Loewi August 1976 - December 1985
Education
John Carroll University 1967 — 1971
BSBA, BUSINESS MANAGEMENT
NOTRE DAME HIGH SCHOOL 1963 — 1967
Erin Allen Erin Allen's Robert W. Baird & Co. Experience 2011 - 2012
Job Technology Leadership
Industry Information Technology and Services
Experience
Harley-Davidson Motor Company February 2015 - Present
7Summits February 2014 - February 2015
7Summits April 2013 - February 2014
Infotech Enterprises, Inc. November 2012 - April 2013
Paragon Development Systems March 2012 - November 2012
Robert W. Baird & Co. 2011 - 2012
Robert W. Baird & Co. 2010 - 2011
MillerCoors July 2008 - August 2010
Miller Brewing Company March 2006 - June 2008
Miller Brewing Company October 2004 - March 2006
Skills
Communicator, Strategic Thinking, Problem Solving, Planning, Business Analysis, SharePoint, SDLC, Team Building, Team Leadership, Requirements Analysis, Mentoring, Solution Architecture, Enterprise Architecture, Business Architecture, Project Planning, Agile Methodologies, Software Development, Management, Requirements Gathering, Microsoft SQL Server, IT Strategy, Business Process..., Analysis, UML, Leadership, Project Management, Integration, Business Intelligence, ERP, Testing, Strategy, Agile Project Management, Team Management, Cross-functional Team..., Vendor Management, IT Management, Software Project...
Education
UW Madison School of Business Executive Education 2008 — 2009
Technical Leadership Certification Program
Loras College 1994 — 1997
Bachelor in Science, Computer Science
Harley-Davidson Motor Company February 2015 - Present
7Summits February 2014 - February 2015
7Summits April 2013 - February 2014
Infotech Enterprises, Inc. November 2012 - April 2013
Paragon Development Systems March 2012 - November 2012
Robert W. Baird & Co. 2011 - 2012
Robert W. Baird & Co. 2010 - 2011
MillerCoors July 2008 - August 2010
Miller Brewing Company March 2006 - June 2008
Miller Brewing Company October 2004 - March 2006
Skills
Communicator, Strategic Thinking, Problem Solving, Planning, Business Analysis, SharePoint, SDLC, Team Building, Team Leadership, Requirements Analysis, Mentoring, Solution Architecture, Enterprise Architecture, Business Architecture, Project Planning, Agile Methodologies, Software Development, Management, Requirements Gathering, Microsoft SQL Server, IT Strategy, Business Process..., Analysis, UML, Leadership, Project Management, Integration, Business Intelligence, ERP, Testing, Strategy, Agile Project Management, Team Management, Cross-functional Team..., Vendor Management, IT Management, Software Project...
Education
UW Madison School of Business Executive Education 2008 — 2009
Technical Leadership Certification Program
Loras College 1994 — 1997
Bachelor in Science, Computer Science
Ryan Zutter's Robert W. Baird & Co. Experience June 2010 - Present
Job Technology Solutions Consultant at Robert W. Baird & Co. Vice President
Industry Financial Services
Experience
Robert W. Baird & Co. June 2010 - Present
Robert W. Baird October 2008 - July 2010
Wells Fargo Advantage Funds December 2006 - October 2008
M&I Bank June 2004 - July 2006
Allen Edmonds September 2003 - June 2004
Skills
Series 7, Series 66, Training & Development, Client Service, Building Relationships, Technology Training, Technical Presentations, Customer Presentations, Financial Services, Uniform Combined State..., Employee Training, Business Development, CRM, Client Services, Management, Training, FINRA, Sales
Education
Marquette University 2010 — 2015
MBA
Lawrence University 1999 — 2003
BA, Economics
Colfax High School 1996 — 1999
Robert W. Baird & Co. June 2010 - Present
Robert W. Baird October 2008 - July 2010
Wells Fargo Advantage Funds December 2006 - October 2008
M&I Bank June 2004 - July 2006
Allen Edmonds September 2003 - June 2004
Skills
Series 7, Series 66, Training & Development, Client Service, Building Relationships, Technology Training, Technical Presentations, Customer Presentations, Financial Services, Uniform Combined State..., Employee Training, Business Development, CRM, Client Services, Management, Training, FINRA, Sales
Education
Marquette University 2010 — 2015
MBA
Lawrence University 1999 — 2003
BA, Economics
Colfax High School 1996 — 1999
Hannah Berman Hamilton Hannah Berman Hamilton's Robert W. Baird & Co. Experience April 2013 - September 2013
Job Project Manager at Thomson Reuters
Industry Information Technology and Services
Experience
Thomson Reuters June 2014 - Present
Aurora Health Care February 2014 - June 2014
Robert W. Baird & Co. April 2013 - September 2013
OfficeTeam February 2012 - January 2013
Temple Beth Elohim August 2011 - January 2013
Temple Beth Avodah, Newton August 2009 - June 2011
Union for Reform Judaism May 2009 - August 2009
Temple Israel July 2008 - June 2009
Hillel of San Diego at San Diego State University August 2007 - June 2008
Beth Shalom Jewish Center August 2006 - June 2007
Skills
Recruiting, Program Development, Manage Client..., Social Networking, Account Management, Community Outreach, Event Planning, Microsoft Word, Microsoft Excel, Microsoft Power Point, Volunteer Management, Non-profits, Fundraising, Hebrew, Teaching, Curriculum Development, Public Speaking, Human Resources, PowerPoint, Nonprofits, Leadership
Education
Suffolk University 2009 — 2010
MS, Ethics and Public Policy
Indiana University Bloomington 2005 — 2007
B.A., Religious Studies
Divine Savior Holy Angels High School
Divine Savior Holy Angels High School
Thomson Reuters June 2014 - Present
Aurora Health Care February 2014 - June 2014
Robert W. Baird & Co. April 2013 - September 2013
OfficeTeam February 2012 - January 2013
Temple Beth Elohim August 2011 - January 2013
Temple Beth Avodah, Newton August 2009 - June 2011
Union for Reform Judaism May 2009 - August 2009
Temple Israel July 2008 - June 2009
Hillel of San Diego at San Diego State University August 2007 - June 2008
Beth Shalom Jewish Center August 2006 - June 2007
Skills
Recruiting, Program Development, Manage Client..., Social Networking, Account Management, Community Outreach, Event Planning, Microsoft Word, Microsoft Excel, Microsoft Power Point, Volunteer Management, Non-profits, Fundraising, Hebrew, Teaching, Curriculum Development, Public Speaking, Human Resources, PowerPoint, Nonprofits, Leadership
Education
Suffolk University 2009 — 2010
MS, Ethics and Public Policy
Indiana University Bloomington 2005 — 2007
B.A., Religious Studies
Divine Savior Holy Angels High School
Divine Savior Holy Angels High School
Tomas Samel's Robert W. Baird & Co. Experience October 2010 - December 2010
Job Consultant at Deloitte Financial Advisory
Industry Financial Services
Experience
Deloitte Financial Advisory May 2011 - July 2014
KPMG February 2011 - April 2011
Robert W. Baird & Co. October 2010 - December 2010
Skills
Financial Modeling, Corporate Finance, Financial Analysis, Valuation, Business Analysis, Mergers & Acquisitions, Investment Banking, Private Equity, Strategy, Capital Markets, Economics, Business Valuation
Education
London Business School 2014 — 2015
Master in Finance, Finance
Ludwig-Maximilians Universität München 2006 — 2010
Bachelor of Science, Accounting and Finance
Deloitte Financial Advisory May 2011 - July 2014
KPMG February 2011 - April 2011
Robert W. Baird & Co. October 2010 - December 2010
Skills
Financial Modeling, Corporate Finance, Financial Analysis, Valuation, Business Analysis, Mergers & Acquisitions, Investment Banking, Private Equity, Strategy, Capital Markets, Economics, Business Valuation
Education
London Business School 2014 — 2015
Master in Finance, Finance
Ludwig-Maximilians Universität München 2006 — 2010
Bachelor of Science, Accounting and Finance
David Kelnhofer David Kelnhofer's Robert W. Baird & Co. Experience December 2010 - Present
Job Client Assistant at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. December 2010 - Present
Skills
Investments, Microsoft Excel, Wealth Management, PowerPoint, Microsoft Word, Outlook, Asset Allocation, Social Media, Portfolio Management, Equities, Facebook, CRM, Financial Analysis
Education
Lewis University 2009 — 2010
MBA, Business Administration
Lewis University 2005 — 2009
BS, Finance & Economics
Catholic Memorial High School 2001 — 2005
Robert W. Baird & Co. December 2010 - Present
Skills
Investments, Microsoft Excel, Wealth Management, PowerPoint, Microsoft Word, Outlook, Asset Allocation, Social Media, Portfolio Management, Equities, Facebook, CRM, Financial Analysis
Education
Lewis University 2009 — 2010
MBA, Business Administration
Lewis University 2005 — 2009
BS, Finance & Economics
Catholic Memorial High School 2001 — 2005
David Antoine's Robert W. Baird & Co. Experience June 2015 - Present
Job Temporary Intern Baird Advisors at Robert W. Baird & Co.
Industry Insurance
Experience
Robert W. Baird & Co. June 2015 - Present
Aurora Health Care August 2014 - June 2015
Dean Health Plan, Inc. March 2012 - August 2014
Abercrombie & Fitch December 2011 - April 2012
Alorica February 2011 - September 2011
Canadian Embassy March 2011 - March 2011
Provitel March 2010 - February 2011
Skills
Customer Service, Health Insurance, Outlook, Call Centers, Access, Microsoft Office, Patient Registration, Microsoft SQL Server, JavaScript, Employee Benefits, Microsoft Excel, Leadership
Education
University of Wisconsin-Milwaukee 2014 — 2016
Bachelor of Business Administration (B.B.A.), Finance, General, 3.24
Madison Area Technical College 2012 — 2014
Bachelor's degree, Liberal Arts and Sciences/Liberal Studies
Instituto Tecnológico de Santo Domingo 2006 — 2011
Bachelor of Engineering (B.E.), Mechanical Engineering
Saint Loouis de Gonzague 1998 — 2003
High School Diploma
Robert W. Baird & Co. June 2015 - Present
Aurora Health Care August 2014 - June 2015
Dean Health Plan, Inc. March 2012 - August 2014
Abercrombie & Fitch December 2011 - April 2012
Alorica February 2011 - September 2011
Canadian Embassy March 2011 - March 2011
Provitel March 2010 - February 2011
Skills
Customer Service, Health Insurance, Outlook, Call Centers, Access, Microsoft Office, Patient Registration, Microsoft SQL Server, JavaScript, Employee Benefits, Microsoft Excel, Leadership
Education
University of Wisconsin-Milwaukee 2014 — 2016
Bachelor of Business Administration (B.B.A.), Finance, General, 3.24
Madison Area Technical College 2012 — 2014
Bachelor's degree, Liberal Arts and Sciences/Liberal Studies
Instituto Tecnológico de Santo Domingo 2006 — 2011
Bachelor of Engineering (B.E.), Mechanical Engineering
Saint Loouis de Gonzague 1998 — 2003
High School Diploma
Robert Ross's Robert W. Baird & Co. Experience 2010 - 2014
Job
Industry Financial Services
Experience
Robert W. Baird & Co. 2010 - 2014
Harris Bank 2006 - 2010
Northern Trust Company 1989 - 2006
Morgan Stanley 1985 - 1989
Northern Trust Company 1971 - 1985
Skills
Investments, Wealth Management, Financial Services, Banking, Leadership, Portfolio Management, Finance, Management, Investment Management, CRM, New Business Development, Private Banking, Strategic Financial..., Sales, Investment Advisory, Financial Analysis, Mutual Funds, Asset Management, Asset Allocation, Retirement Planning, Wealth Management..., Securities, Equities, Executive Management, Wealth Preservation...
Education
The University of Chicago - Booth School of Business 1972 — 1977
MBA
Kent State University 1965 — 1970
BBA, Marketing
Alliance High School 1962 — 1965
high school
Robert W. Baird & Co. 2010 - 2014
Harris Bank 2006 - 2010
Northern Trust Company 1989 - 2006
Morgan Stanley 1985 - 1989
Northern Trust Company 1971 - 1985
Skills
Investments, Wealth Management, Financial Services, Banking, Leadership, Portfolio Management, Finance, Management, Investment Management, CRM, New Business Development, Private Banking, Strategic Financial..., Sales, Investment Advisory, Financial Analysis, Mutual Funds, Asset Management, Asset Allocation, Retirement Planning, Wealth Management..., Securities, Equities, Executive Management, Wealth Preservation...
Education
The University of Chicago - Booth School of Business 1972 — 1977
MBA
Kent State University 1965 — 1970
BBA, Marketing
Alliance High School 1962 — 1965
high school
Mike Lewis, CFA's Robert W. Baird & Co. Experience June 2000 - February 2002
Job Corporate Development at Welltok
Industry Venture Capital & Private Equity
Experience
Welltok, Inc. May 2015 - Present
HealthPrize Technologies January 2015 - Present
KPMG US July 2014 - May 2015
Consultant April 2014 - June 2014
Aetna February 2013 - March 2014
Aetna September 2010 - February 2013
Creative Impulse Entertainment January 2010 - September 2010
MetLife Private Equity August 2008 - January 2010
Marquette Capital Partners March 2002 - January 2007
Robert W. Baird & Co. June 2000 - February 2002
Skills
Mergers, Finance, Entrepreneurship, Accounting, Start-ups, Corporate Development, Private Equity, M&A experience, Venture Capital, Financial Modeling, Valuation, Business Valuation, Divestitures, LBO, Private Placements, Corporate Finance, Investment Banking, Due Diligence, Capital, Deal Sourcing, Mergers & Acquisitions, Portfolio Management, Investments, Strategy
Education
The University of Chicago Booth School of Business 2006 — 2008
MBA, Accounting, Finance, Entrepreneurship
Lawrence University 1997 — 2000
B.A., Economics
Welltok, Inc. May 2015 - Present
HealthPrize Technologies January 2015 - Present
KPMG US July 2014 - May 2015
Consultant April 2014 - June 2014
Aetna February 2013 - March 2014
Aetna September 2010 - February 2013
Creative Impulse Entertainment January 2010 - September 2010
MetLife Private Equity August 2008 - January 2010
Marquette Capital Partners March 2002 - January 2007
Robert W. Baird & Co. June 2000 - February 2002
Skills
Mergers, Finance, Entrepreneurship, Accounting, Start-ups, Corporate Development, Private Equity, M&A experience, Venture Capital, Financial Modeling, Valuation, Business Valuation, Divestitures, LBO, Private Placements, Corporate Finance, Investment Banking, Due Diligence, Capital, Deal Sourcing, Mergers & Acquisitions, Portfolio Management, Investments, Strategy
Education
The University of Chicago Booth School of Business 2006 — 2008
MBA, Accounting, Finance, Entrepreneurship
Lawrence University 1997 — 2000
B.A., Economics
Kaitlin Torres's Robert W. Baird & Co. Experience August 2014 - April 2015
Job Merchandise Specialist at Kohl's
Industry Apparel & Fashion
Experience
Kohl's Department Stores April 2015 - Present
Robert W. Baird & Co. August 2014 - April 2015
Interstate Hotels & Resorts September 2012 - August 2014
The Belvedere Hotel 2009 - 2011
Bentley Hotel 2008 - 2009
Maletzky Media 2006 - 2007
Four Points by Sheraton 2005 - 2005
Skills
Microsoft Office, Delphi, Opera, Public Relations, Event Management, Event Planning, Advertising, Excel, Customer Service, Customer Relations, Photoshop, Social Media, Negotiation, Research, Retail, English, Outlook, Word, PowerPoint, Hotels, Social Media Marketing, Inventory Management, Public Speaking, Problem Solving, Blogging, Facebook, Marketing, Microsoft Word, Microsoft Excel, Press Releases, Marketing Communications, Social Networking, Editing, Sales, Hospitality, Corporate Communications, Budget, Access, Time Management, Teamwork, Coaching, New Business Development, Leadership, Food & Beverage, Adobe Acrobat, Budgets, Catering
Education
Iona College 2003 — 2007
Bachelor's, Marketing, Economics
Shorewood High School 1999 — 2003
High School Diploma, High School
Kohl's Department Stores April 2015 - Present
Robert W. Baird & Co. August 2014 - April 2015
Interstate Hotels & Resorts September 2012 - August 2014
The Belvedere Hotel 2009 - 2011
Bentley Hotel 2008 - 2009
Maletzky Media 2006 - 2007
Four Points by Sheraton 2005 - 2005
Skills
Microsoft Office, Delphi, Opera, Public Relations, Event Management, Event Planning, Advertising, Excel, Customer Service, Customer Relations, Photoshop, Social Media, Negotiation, Research, Retail, English, Outlook, Word, PowerPoint, Hotels, Social Media Marketing, Inventory Management, Public Speaking, Problem Solving, Blogging, Facebook, Marketing, Microsoft Word, Microsoft Excel, Press Releases, Marketing Communications, Social Networking, Editing, Sales, Hospitality, Corporate Communications, Budget, Access, Time Management, Teamwork, Coaching, New Business Development, Leadership, Food & Beverage, Adobe Acrobat, Budgets, Catering
Education
Iona College 2003 — 2007
Bachelor's, Marketing, Economics
Shorewood High School 1999 — 2003
High School Diploma, High School
Anna Terc's Robert W. Baird & Co. Experience January 2015 - Present
Job AVP / Sr. Consultant Human Capital Client Services at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. January 2015 - Present
Robert W. Baird & Co. February 2014 - January 2015
Robert W. Baird & Co. January 2013 - February 2014
Axiom Consulting Partners LLC January 2007 - September 2012
Skills
Organizational..., Employee Engagement, Strategic Communications, Leadership, Strategy, Consulting, Strategic Planning, Organizational..., Employee Relations, Relationship Building, Relationship Management, Talent Management, HR Analytics, HR Strategy, Project Management, Change Management, Constructive Feedback, Succession Planning, Diversity & Inclusion, Continuous Improvement, Workforce Planning, Talent Analytics, Competency Management, Competency Based..., Competency Framework...
Education
Lake Forest College 2003 — 2007
Economics & Math
Robert W. Baird & Co. January 2015 - Present
Robert W. Baird & Co. February 2014 - January 2015
Robert W. Baird & Co. January 2013 - February 2014
Axiom Consulting Partners LLC January 2007 - September 2012
Skills
Organizational..., Employee Engagement, Strategic Communications, Leadership, Strategy, Consulting, Strategic Planning, Organizational..., Employee Relations, Relationship Building, Relationship Management, Talent Management, HR Analytics, HR Strategy, Project Management, Change Management, Constructive Feedback, Succession Planning, Diversity & Inclusion, Continuous Improvement, Workforce Planning, Talent Analytics, Competency Management, Competency Based..., Competency Framework...
Education
Lake Forest College 2003 — 2007
Economics & Math
Dan Began's Robert W. Baird & Co. Experience August 1967 - December 2005
Job Retired Investment Advisor
Industry Financial Services
Experience
Retired and enjoying life January 2008 - January 2009
Robert W. Baird & Co. August 1967 - December 2005
Skills
Mergers, Financial Analysis, Strategic Planning, Mergers & Acquisitions, Management, Investments, Strategic Financial...
Education
Lawrence University 1958 — 1962
Retired and enjoying life January 2008 - January 2009
Robert W. Baird & Co. August 1967 - December 2005
Skills
Mergers, Financial Analysis, Strategic Planning, Mergers & Acquisitions, Management, Investments, Strategic Financial...
Education
Lawrence University 1958 — 1962
Evan Marks's Robert W. Baird & Co. Experience October 2014 - Present
Job Equity Research Associate
Industry Financial Services
Experience
Robert W. Baird & Co. October 2014 - Present
Edward Jones December 2012 - October 2014
Edward Jones January 2010 - December 2012
Edward Jones June 2007 - January 2010
Skills
Wealth Management, Financial Analysis, Retirement Planning, Microsoft Excel, Data Analysis, Series 7, Bloomberg Terminal, PowerPoint, Finance, Financial Modeling
Education
Washington University in St. Louis 2009 — 2012
Master of Business Administration (M.B.A.)
Indiana University Bloomington 2002 — 2006
Business
Robert W. Baird & Co. October 2014 - Present
Edward Jones December 2012 - October 2014
Edward Jones January 2010 - December 2012
Edward Jones June 2007 - January 2010
Skills
Wealth Management, Financial Analysis, Retirement Planning, Microsoft Excel, Data Analysis, Series 7, Bloomberg Terminal, PowerPoint, Finance, Financial Modeling
Education
Washington University in St. Louis 2009 — 2012
Master of Business Administration (M.B.A.)
Indiana University Bloomington 2002 — 2006
Business
Susan Labant's Robert W. Baird & Co. Experience October 2010 - Present
Job Data Integration Manager at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. October 2010 - Present
Robert W. Baird April 1999 - November 2010
Ernst & Young October 1997 - April 1999
Waste Management October 1994 - October 1997
Firstar Bank 1991 - 1994
Skills
Securities, Equities, Series 7, Process Improvement, Mutual Funds, Financial Analysis, Investment Advisory, Risk Management, Portfolio Management
Education
University of Wisconsin-Milwaukee - Lubar School of Business 1996 — 2001
MS, Finance Analysis
Lakeland College 1988 — 1991
Bachelor of Arts (B.A.), Accounting and Business/Management
Robert W. Baird & Co. October 2010 - Present
Robert W. Baird April 1999 - November 2010
Ernst & Young October 1997 - April 1999
Waste Management October 1994 - October 1997
Firstar Bank 1991 - 1994
Skills
Securities, Equities, Series 7, Process Improvement, Mutual Funds, Financial Analysis, Investment Advisory, Risk Management, Portfolio Management
Education
University of Wisconsin-Milwaukee - Lubar School of Business 1996 — 2001
MS, Finance Analysis
Lakeland College 1988 — 1991
Bachelor of Arts (B.A.), Accounting and Business/Management
Jim Meixner, CFA, CFP®'s Robert W. Baird & Co. Experience March 2011 - Present
Job PWM Analyst at Robert W. Baird & Co.
Industry Investment Management
Experience
Robert W. Baird & Co. March 2011 - Present
William Blair & Company November 2009 - September 2010
John A. Shea Investment Advisor November 2004 - October 2009
Skills
Valuation, Asset Allocation, Private Equity, Accounting, Portfolio Management, Investments, Securities, Investment Advisory, Corporate Finance, Financial Advisory, Financial Modeling, Equities, Finance, Wealth Management, Financial Analysis
Education
Indiana University Bloomington 2000 — 2004
BS, Finance
Robert W. Baird & Co. March 2011 - Present
William Blair & Company November 2009 - September 2010
John A. Shea Investment Advisor November 2004 - October 2009
Skills
Valuation, Asset Allocation, Private Equity, Accounting, Portfolio Management, Investments, Securities, Investment Advisory, Corporate Finance, Financial Advisory, Financial Modeling, Equities, Finance, Wealth Management, Financial Analysis
Education
Indiana University Bloomington 2000 — 2004
BS, Finance
Stacie Kinnison's Robert W. Baird & Co. Experience December 1997 - March 2001
Job Operations Manager at Lutz Financial
Industry Financial Services
Experience
Lutz Financial March 2001 - Present
Robert W. Baird & Co. December 1997 - March 2001
Skills
Financial Analysis, Strategic Financial...
Education
Iowa State University 1993 — 1997
Lutz Financial March 2001 - Present
Robert W. Baird & Co. December 1997 - March 2001
Skills
Financial Analysis, Strategic Financial...
Education
Iowa State University 1993 — 1997
Eric Sobczak's Robert W. Baird & Co. Experience August 2006 - Present
Job IRA Marketing Manager at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. August 2006 - Present
EMJAY Retirement Services 2005 - 2006
Strong Investments 2001 - 2005
TCF Bank 2000 - 2001
Education
Lakeland College
Bachelor of Science (BS), Psychology
Robert W. Baird & Co. August 2006 - Present
EMJAY Retirement Services 2005 - 2006
Strong Investments 2001 - 2005
TCF Bank 2000 - 2001
Education
Lakeland College
Bachelor of Science (BS), Psychology
David Raff's Robert W. Baird & Co. Experience 2004 - 2011
Job Director at BMO Capital Markets
Industry Investment Banking
Experience
BMO Capital Markets 2011 - Present
Morgan Keegan 2011 - September 2011
Robert W. Baird & Co. 2004 - 2011
Ferris, Baker Watts, Inc. 2003 - 2004
Skills
Real Estate
Education
University of Pennsylvania - The Wharton School 2007 — 2009
MBA, Real Estate
James Madison University 1999 — 2003
BS, Economics, Political Science
Georgetown Preparatory School 1995 — 1999
BMO Capital Markets 2011 - Present
Morgan Keegan 2011 - September 2011
Robert W. Baird & Co. 2004 - 2011
Ferris, Baker Watts, Inc. 2003 - 2004
Skills
Real Estate
Education
University of Pennsylvania - The Wharton School 2007 — 2009
MBA, Real Estate
James Madison University 1999 — 2003
BS, Economics, Political Science
Georgetown Preparatory School 1995 — 1999
Jim Case's Robert W. Baird & Co. Experience January 2003 - January 2006
Job Chief Development Officer at Dohmen Life Science Services
Industry Pharmaceuticals
Experience
Dohmen Life Science Services March 2015 - Present
Kohler Co. May 2006 - April 2014
Robert W. Baird & Co. January 2003 - January 2006
Robert W. Baird & Co. January 2000 - January 2003
Robert W. Baird & Co. January 1998 - January 2000
Robert W. Baird & Co. March 1995 - January 1998
Kidder, Peabody & Co. August 1992 - December 1994
Kidder, Peabody & Co. September 1987 - July 1990
Skills
Mergers & Acquisitions, Mergers, Divestitures, Strategy, Finance, Corporate Finance, Financial Modeling, Financial Analysis, Valuation, Due Diligence, Business Strategy, Strategic Planning, Management, Cross-functional Team..., Investment Banking, Private Equity, Competitive Analysis, Venture Capital, Equity Research, Insurance, Wealth Management, Corporate Development, Leadership, Acquisition Integration
Education
Northwestern University - Kellogg School of Management 1990 — 1992
Master of Management, concentrations in: Finance, Accounting, International Business, Organization Behavior
Le Moyne College 1983 — 1987
BS, Business Administration
Dohmen Life Science Services March 2015 - Present
Kohler Co. May 2006 - April 2014
Robert W. Baird & Co. January 2003 - January 2006
Robert W. Baird & Co. January 2000 - January 2003
Robert W. Baird & Co. January 1998 - January 2000
Robert W. Baird & Co. March 1995 - January 1998
Kidder, Peabody & Co. August 1992 - December 1994
Kidder, Peabody & Co. September 1987 - July 1990
Skills
Mergers & Acquisitions, Mergers, Divestitures, Strategy, Finance, Corporate Finance, Financial Modeling, Financial Analysis, Valuation, Due Diligence, Business Strategy, Strategic Planning, Management, Cross-functional Team..., Investment Banking, Private Equity, Competitive Analysis, Venture Capital, Equity Research, Insurance, Wealth Management, Corporate Development, Leadership, Acquisition Integration
Education
Northwestern University - Kellogg School of Management 1990 — 1992
Master of Management, concentrations in: Finance, Accounting, International Business, Organization Behavior
Le Moyne College 1983 — 1987
BS, Business Administration
Edward Bardowski's Robert W. Baird & Co. Experience May 2015 - Present
Job Vice President & Institutional Plan Consultant at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. May 2015 - Present
Karma Business Advisors, Inc. September 2013 - Present
Island Boy Racing, Inc. 2001 - Present
SEI June 2001 - July 2013
SEI May 1998 - April 2001
SEI August 1995 - May 1998
Skills
Asset Allocation, Mutual Funds, Investments, Financial Services, Relationship Management, Defined Benefit, Wealth Management, Asset Management, Investment Strategies, Strategy, CRM, Leadership, Strategic Planning, Due Diligence, Alternative Investments, Finance, Investment Advisory, Investment Management, Business Strategy, Defined Contribution, Fund Of Funds, Sales Management, Marketing Strategy, Securities, Outsourcing, Endowment Funds, Foundations, Service Management, Performance Improvement, Client Retention..., Group Purchasing, Employee Benefits, Compensation & Benefit, Strategic Negotiations, Mergers & Acquisitions, Incorporation Services, Healthcare Management, Vendor Management, Business Development, Business Planning, Hedge Funds, Insurance, Financial Advisory, Management Consulting, Trading, Separately Managed..., Portfolio Management, Equities, Series 7, Venture Capital
Education
Lehigh University 1991 — 1995
BS Finance, Finance/Government
London School of Economics and Political Science, U. of London 1994 — 1994
Robert W. Baird & Co. May 2015 - Present
Karma Business Advisors, Inc. September 2013 - Present
Island Boy Racing, Inc. 2001 - Present
SEI June 2001 - July 2013
SEI May 1998 - April 2001
SEI August 1995 - May 1998
Skills
Asset Allocation, Mutual Funds, Investments, Financial Services, Relationship Management, Defined Benefit, Wealth Management, Asset Management, Investment Strategies, Strategy, CRM, Leadership, Strategic Planning, Due Diligence, Alternative Investments, Finance, Investment Advisory, Investment Management, Business Strategy, Defined Contribution, Fund Of Funds, Sales Management, Marketing Strategy, Securities, Outsourcing, Endowment Funds, Foundations, Service Management, Performance Improvement, Client Retention..., Group Purchasing, Employee Benefits, Compensation & Benefit, Strategic Negotiations, Mergers & Acquisitions, Incorporation Services, Healthcare Management, Vendor Management, Business Development, Business Planning, Hedge Funds, Insurance, Financial Advisory, Management Consulting, Trading, Separately Managed..., Portfolio Management, Equities, Series 7, Venture Capital
Education
Lehigh University 1991 — 1995
BS Finance, Finance/Government
London School of Economics and Political Science, U. of London 1994 — 1994
Rebecca (Kwapil) Lovell's Robert W. Baird & Co. Experience April 2011 - December 2012
Job Business Analyst at Trisept Solutions
Industry Information Technology and Services
Experience
Trisept Solutions February 2013 - Present
Robert W. Baird & Co. April 2011 - December 2012
Robert W. Baird 2008 - 2011
Stark Investments 2000 - 2008
Kohl's Department Stores 2000 - 2004
Loras College Technology Center 1997 - 2000
Skills
SharePoint, Process Improvement, Microsoft Office, Project Management, Customer Service, Disaster Recovery, Troubleshooting, Project Planning, Project Coordination, MS Project, Business Analysis, Data Analysis, Technical Support, Hardware Support, Customer Support, Experienced Business..., IT Project Leadership, IT Project Lifecycle, IT Project..., IT Project & Program..., International Project..., Project Scope..., Client Facing Skills, Third Party Vendor..., Third Party..., Business Analysis..., Project Plans, Project Charter, Project Status Reporting, Status Tracking, Team Co-ordination, Project Co-ordination, Training Co-ordination, Test Co-ordination, Client Co-ordination, Non-IT, Direct Client..., Task Assignment, Team Mentoring, Mentoring New Hires, Project Communications, IT Operations, IT Service Delivery, Technical Training, User Documentation, Software Licensing, IT Asset Management, Microsoft Exchange, Testing
Education
Loras College
Bachelor of Arts (B.A.), Management Information Systems, General
Trisept Solutions February 2013 - Present
Robert W. Baird & Co. April 2011 - December 2012
Robert W. Baird 2008 - 2011
Stark Investments 2000 - 2008
Kohl's Department Stores 2000 - 2004
Loras College Technology Center 1997 - 2000
Skills
SharePoint, Process Improvement, Microsoft Office, Project Management, Customer Service, Disaster Recovery, Troubleshooting, Project Planning, Project Coordination, MS Project, Business Analysis, Data Analysis, Technical Support, Hardware Support, Customer Support, Experienced Business..., IT Project Leadership, IT Project Lifecycle, IT Project..., IT Project & Program..., International Project..., Project Scope..., Client Facing Skills, Third Party Vendor..., Third Party..., Business Analysis..., Project Plans, Project Charter, Project Status Reporting, Status Tracking, Team Co-ordination, Project Co-ordination, Training Co-ordination, Test Co-ordination, Client Co-ordination, Non-IT, Direct Client..., Task Assignment, Team Mentoring, Mentoring New Hires, Project Communications, IT Operations, IT Service Delivery, Technical Training, User Documentation, Software Licensing, IT Asset Management, Microsoft Exchange, Testing
Education
Loras College
Bachelor of Arts (B.A.), Management Information Systems, General
Sandi Lemons's Robert W. Baird & Co. Experience December 2007 - July 2011
Job Chief Human Resource Officer
Industry Human Resources
Experience
Centers for Transfusion and Transplant Medicine March 2014 - Present
Blood Center of Wisconsin July 2011 - Present
Robert W. Baird & Co. December 2007 - July 2011
MillerCoors 2006 - 2007
Protective Life 1999 - 2006
Hilton Hotels 1996 - 1999
Skills
Talent Management, Executive Coaching, Mergers, Onboarding, Succession Planning, Employee Relations, Employee Engagement, Performance Management, Talent Acquisition, Organizational..., Human Resources, Leadership Development, Deferred Compensation, Recruiting, Workforce Planning, Benefits Administration, Coaching, Organizational..., Mergers, Organizational Design, Strategy
Education
National Louis University
M.S., HR/Organizational Development
Loyola University Chicago School of Law 1993 — 1996
Business and Corporate Law, Employment Litigation
Loyola University Chicago
BS, Psychology
Maine South High School
Centers for Transfusion and Transplant Medicine March 2014 - Present
Blood Center of Wisconsin July 2011 - Present
Robert W. Baird & Co. December 2007 - July 2011
MillerCoors 2006 - 2007
Protective Life 1999 - 2006
Hilton Hotels 1996 - 1999
Skills
Talent Management, Executive Coaching, Mergers, Onboarding, Succession Planning, Employee Relations, Employee Engagement, Performance Management, Talent Acquisition, Organizational..., Human Resources, Leadership Development, Deferred Compensation, Recruiting, Workforce Planning, Benefits Administration, Coaching, Organizational..., Mergers, Organizational Design, Strategy
Education
National Louis University
M.S., HR/Organizational Development
Loyola University Chicago School of Law 1993 — 1996
Business and Corporate Law, Employment Litigation
Loyola University Chicago
BS, Psychology
Maine South High School
Genan Kirby's Robert W. Baird & Co. Experience January 1991 - June 2002
Job VP Wealth Management Advisor, Fifth Third Private Bank, 3173832691 or Genan.Kirby@53.com
Industry Banking
Experience
Fifth Third Bank June 2015 - Present
SalinBank September 2008 - June 2015
Ash Brokerage 2011 - 2014
Morgan Keegan July 2005 - August 2008
First National Bank & Trust June 2002 - June 2005
Robert W. Baird & Co. January 1991 - June 2002
Members First Credit Union (RCA Credit Union) January 1988 - January 2002
Thomson McKinnon Securities September 1986 - January 1988
Education
Indiana University Bloomington 1980 — 1984
General Studies, Education/Business/Econ
Fifth Third Bank June 2015 - Present
SalinBank September 2008 - June 2015
Ash Brokerage 2011 - 2014
Morgan Keegan July 2005 - August 2008
First National Bank & Trust June 2002 - June 2005
Robert W. Baird & Co. January 1991 - June 2002
Members First Credit Union (RCA Credit Union) January 1988 - January 2002
Thomson McKinnon Securities September 1986 - January 1988
Education
Indiana University Bloomington 1980 — 1984
General Studies, Education/Business/Econ
Jason Kieckhefer's Robert W. Baird & Co. Experience April 2011 - Present
Job Senior Tax Analyst at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. April 2011 - Present
Deloitte Tax LLP June 2007 - April 2011
Education
University of Wisconsin-Madison Law School 2001 — 2004
Doctor of Law (J.D.)
Indiana University Bloomington 1994 — 1998
Bachelor of Science (BS), Business Administration and Management, General
Robert W. Baird & Co. April 2011 - Present
Deloitte Tax LLP June 2007 - April 2011
Education
University of Wisconsin-Madison Law School 2001 — 2004
Doctor of Law (J.D.)
Indiana University Bloomington 1994 — 1998
Bachelor of Science (BS), Business Administration and Management, General
Cynthia Schoen's Robert W. Baird & Co. Experience June 2014 - Present
Job Client Specialist at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. June 2014 - Present
BMO Harris Financial Advisors, Inc. June 2011 - June 2014
Georgia-Pacific LLC December 2010 - June 2011
M&I Bank February 2006 - December 2010
Levy Restaurants July 2006 - October 2010
Northwestern Mutual Life December 2004 - September 2005
Skills
Financial Analysis, Process Improvement, Retail Banking, Finance, Inventory Management, Microsoft Excel, Banking, PowerPoint, Customer Service, Team Building, Microsoft Office, Sales, Microsoft Word, Leadership
Education
Lakeland College 2009 — 2013
Master of Business Administration (M.B.A.), Finance Emphasis - 2013
Lakeland College 2009 — 2011
Bachelor's degree, Accounting
University of Wisconsin-Green Bay 2001 — 2005
BBA, Emphases in Finance and Marketing
Robert W. Baird & Co. June 2014 - Present
BMO Harris Financial Advisors, Inc. June 2011 - June 2014
Georgia-Pacific LLC December 2010 - June 2011
M&I Bank February 2006 - December 2010
Levy Restaurants July 2006 - October 2010
Northwestern Mutual Life December 2004 - September 2005
Skills
Financial Analysis, Process Improvement, Retail Banking, Finance, Inventory Management, Microsoft Excel, Banking, PowerPoint, Customer Service, Team Building, Microsoft Office, Sales, Microsoft Word, Leadership
Education
Lakeland College 2009 — 2013
Master of Business Administration (M.B.A.), Finance Emphasis - 2013
Lakeland College 2009 — 2011
Bachelor's degree, Accounting
University of Wisconsin-Green Bay 2001 — 2005
BBA, Emphases in Finance and Marketing
Reona Vang's Robert W. Baird & Co. Experience May 2008 - August 2009
Job Senior Accountant at RitzHolman
Industry Accounting
Experience
RitzHolman April 2014 - August 2015
Grace Hmong Alliance Church April 2014 - July 2014
Hmong Great Commission Women of the C&MA July 2011 - July 2014
Rockwell Automation June 2011 - April 2014
Grace Hmong Alliance Church November 2009 - April 2014
Robert W. Baird & Co. May 2008 - August 2009
Ernst & Young September 2004 - October 2007
Masco Corporation January 2004 - September 2004
Coatesville Savings Bank May 2003 - November 2003
Skills
Internal Audit, Tax, Payroll, Accounts Payable, Accounting, Financial Reporting, Sarbanes-Oxley Act, Internal Controls, Financial Analysis, QuickBooks
Education
Keller Graduate School of Management of DeVry University 2007 — 2012
Masters, Accounting and Financial Management, With Distinction
University of Pittsburgh 1999 — 2003
Bachelors of Science, Accounting
Reading High
RitzHolman April 2014 - August 2015
Grace Hmong Alliance Church April 2014 - July 2014
Hmong Great Commission Women of the C&MA July 2011 - July 2014
Rockwell Automation June 2011 - April 2014
Grace Hmong Alliance Church November 2009 - April 2014
Robert W. Baird & Co. May 2008 - August 2009
Ernst & Young September 2004 - October 2007
Masco Corporation January 2004 - September 2004
Coatesville Savings Bank May 2003 - November 2003
Skills
Internal Audit, Tax, Payroll, Accounts Payable, Accounting, Financial Reporting, Sarbanes-Oxley Act, Internal Controls, Financial Analysis, QuickBooks
Education
Keller Graduate School of Management of DeVry University 2007 — 2012
Masters, Accounting and Financial Management, With Distinction
University of Pittsburgh 1999 — 2003
Bachelors of Science, Accounting
Reading High
Heather Melzer's Robert W. Baird & Co. Experience June 2010 - Present
Job Fixed Income Compliance Officer at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. June 2010 - Present
Robert W. Baird & Co. September 2006 - May 2010
Ameriprise Financial Services, Inc. October 2003 - September 2006
Skills
Series 7, Fixed Income
Education
Loyola University Chicago 2015 — 2017
Masters of Jurisprudence, Law
Wheaton College, Wheaton, IL 1994 — 1998
B.A., Literature
Robert W. Baird & Co. June 2010 - Present
Robert W. Baird & Co. September 2006 - May 2010
Ameriprise Financial Services, Inc. October 2003 - September 2006
Skills
Series 7, Fixed Income
Education
Loyola University Chicago 2015 — 2017
Masters of Jurisprudence, Law
Wheaton College, Wheaton, IL 1994 — 1998
B.A., Literature
Stamo Hadjiyski's Robert W. Baird & Co. Experience July 2013 - Present
Job Equity Capital Markets Associate at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. July 2013 - Present
Robert W. Baird & Co. July 2010 - June 2013
Allianz Life Insurance Company Summer Research Grant May 2009 - August 2009
Ameriprise Financial Services, Inc. January 2009 - April 2009
Societe Generale July 2008 - August 2008
Education
Macalester College 2006 — 2010
Bachelor of Arts (B.A.), Economics, Political Science
American Academy Tbilisi 2002 — 2006
American International School - Salzburg 2004 — 2005
Robert W. Baird & Co. July 2013 - Present
Robert W. Baird & Co. July 2010 - June 2013
Allianz Life Insurance Company Summer Research Grant May 2009 - August 2009
Ameriprise Financial Services, Inc. January 2009 - April 2009
Societe Generale July 2008 - August 2008
Education
Macalester College 2006 — 2010
Bachelor of Arts (B.A.), Economics, Political Science
American Academy Tbilisi 2002 — 2006
American International School - Salzburg 2004 — 2005
Aaron Wroblewski's Robert W. Baird & Co. Experience January 2004 - October 2009
Job Financial Services Professional
Industry Financial Services
Experience
U.S. Bank September 2014 - Present
US Bank December 2010 - August 2014
BMO Financial Group September 2010 - December 2010
Robert W. Baird & Co. January 2004 - October 2009
Robert W. Baird & Co. January 1998 - December 2003
Robert W. Baird & Co. December 1996 - December 1997
Aaron & Abigail Enterprises Inc May 1992 - October 1996
Roundy's Inc January 1991 - January 1992
Sentry Foods January 1984 - January 1991
Skills
Mutual Funds, Financial Services, Securities, Internal Audit, Accounting, Access, Payroll, General Ledger, Customer Service, Financial Statements, Microsoft Word, Time Management, Bank Reconciliation, Coaching, Mergers & Acquisitions, Journal Entries, Inventory Management, Bookkeeping, Management
Education
Lakeland College 2010 — 2013
Bachelor's degree, Accounting, 3.62 GPA (4.0 = A)
Milwaukee Area Technical College 1987 — 1990
Associate Degree, Accounting
U.S. Bank September 2014 - Present
US Bank December 2010 - August 2014
BMO Financial Group September 2010 - December 2010
Robert W. Baird & Co. January 2004 - October 2009
Robert W. Baird & Co. January 1998 - December 2003
Robert W. Baird & Co. December 1996 - December 1997
Aaron & Abigail Enterprises Inc May 1992 - October 1996
Roundy's Inc January 1991 - January 1992
Sentry Foods January 1984 - January 1991
Skills
Mutual Funds, Financial Services, Securities, Internal Audit, Accounting, Access, Payroll, General Ledger, Customer Service, Financial Statements, Microsoft Word, Time Management, Bank Reconciliation, Coaching, Mergers & Acquisitions, Journal Entries, Inventory Management, Bookkeeping, Management
Education
Lakeland College 2010 — 2013
Bachelor's degree, Accounting, 3.62 GPA (4.0 = A)
Milwaukee Area Technical College 1987 — 1990
Associate Degree, Accounting
Edie Mitsuuchi-Smith's Robert W. Baird & Co. Experience February 2001 - February 2003
Job
Industry Hospital & Health Care
Experience
LifePoint Informatics August 2013 - Present
Northwestern Lake Forest Hospital February 2007 - April 2013
Lake Forest Hospital February 2003 - February 2008
Robert W. Baird & Co. February 2001 - February 2003
Lake Forest Hospital September 1997 - February 2001
Northern Trust September 1982 - April 1993
Skills
Management, Customer Service, Process Improvement, Troubleshooting, Qualitative Research, Healthcare, Hospitals, Healthcare Information..., Marketing Strategy, EMR, HIPAA, Community Outreach, Training, Medical Records, Software Documentation, Healthcare Management, Microsoft Office, Access, Operations Management, Data Entry, Research, Team Building, Leadership, Fundraising, Medicare, Public Speaking, Event Planning, Process Scheduler, Nonprofits, Program Development, Budgets, Microsoft Excel, Coaching, Home Care, System Administration, Patient Safety, Outlook, Health Education, Sales, Managed Care, Analysis, Health Promotion, Project Planning, Medical Terminology, Project Management, Treatment, Skills Assessment and..., Physician Practice..., Insurance and Billing, Cerner
Education
Hollins College
Knox College
B.A.
LifePoint Informatics August 2013 - Present
Northwestern Lake Forest Hospital February 2007 - April 2013
Lake Forest Hospital February 2003 - February 2008
Robert W. Baird & Co. February 2001 - February 2003
Lake Forest Hospital September 1997 - February 2001
Northern Trust September 1982 - April 1993
Skills
Management, Customer Service, Process Improvement, Troubleshooting, Qualitative Research, Healthcare, Hospitals, Healthcare Information..., Marketing Strategy, EMR, HIPAA, Community Outreach, Training, Medical Records, Software Documentation, Healthcare Management, Microsoft Office, Access, Operations Management, Data Entry, Research, Team Building, Leadership, Fundraising, Medicare, Public Speaking, Event Planning, Process Scheduler, Nonprofits, Program Development, Budgets, Microsoft Excel, Coaching, Home Care, System Administration, Patient Safety, Outlook, Health Education, Sales, Managed Care, Analysis, Health Promotion, Project Planning, Medical Terminology, Project Management, Treatment, Skills Assessment and..., Physician Practice..., Insurance and Billing, Cerner
Education
Hollins College
Knox College
B.A.
Lacey Wickline's Robert W. Baird & Co. Experience August 2010 - December 2011
Job
Industry Oil & Energy
Experience
Drillinginfo October 2014 - Present
ModalPoint, LLC. January 2012 - September 2014
Robert W. Baird & Co. August 2010 - December 2011
Stature Sports July 2009 - August 2010
Los Angeles Dodgers January 2009 - June 2009
LSU 2004 - 2008
Nike May 2007 - August 2007
Skills
Public Relations, Wealth Management, Series 7, Media Relations, Event Planning, Investments, Wealth Management..., Marketing, Sports Marketing, Sales, Fundraising, Strategic Planning, Marketing Strategy, Sponsorship, New Business Development, Financial Analysis, Public Speaking, Sports, Leadership, Social Media Marketing, Social Networking, Sports Management, Event Management, Entrepreneurship
Education
Louisiana State University 2004 — 2008
B.A., CMST
Drillinginfo October 2014 - Present
ModalPoint, LLC. January 2012 - September 2014
Robert W. Baird & Co. August 2010 - December 2011
Stature Sports July 2009 - August 2010
Los Angeles Dodgers January 2009 - June 2009
LSU 2004 - 2008
Nike May 2007 - August 2007
Skills
Public Relations, Wealth Management, Series 7, Media Relations, Event Planning, Investments, Wealth Management..., Marketing, Sports Marketing, Sales, Fundraising, Strategic Planning, Marketing Strategy, Sponsorship, New Business Development, Financial Analysis, Public Speaking, Sports, Leadership, Social Media Marketing, Social Networking, Sports Management, Event Management, Entrepreneurship
Education
Louisiana State University 2004 — 2008
B.A., CMST
Matthew Schultz's Robert W. Baird & Co. Experience September 2014 - Present
Job Associate Energy Investment Banking at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. September 2014 - Present
Raymond James Financial Inc. August 2013 - September 2014
LaSalle St. Securities January 2008 - April 2011
Texas Instruments January 2002 - June 2002
Skills
Financial Modeling, Strategic Financial..., Financial Analysis, Portfolio Management, Investments, Valuation, Corporate Finance, Asset Management, Finance, Equities, Risk Management, Capital Markets, Due Diligence, Business Valuation, Options
Education
Darden Graduate School of Business Administration 2011 — 2013
MBA
Indiana University Bloomington 2003 — 2007
BS, Finance
Robert W. Baird & Co. September 2014 - Present
Raymond James Financial Inc. August 2013 - September 2014
LaSalle St. Securities January 2008 - April 2011
Texas Instruments January 2002 - June 2002
Skills
Financial Modeling, Strategic Financial..., Financial Analysis, Portfolio Management, Investments, Valuation, Corporate Finance, Asset Management, Finance, Equities, Risk Management, Capital Markets, Due Diligence, Business Valuation, Options
Education
Darden Graduate School of Business Administration 2011 — 2013
MBA
Indiana University Bloomington 2003 — 2007
BS, Finance
Kris Franceschi's Robert W. Baird & Co. Experience May 2000 - May 2009
Job Human Resources Manager at Ritz Holman, LLP
Industry Human Resources
Experience
Self Human Resources ManagerRitz Holman, LLPFebruary 2015 - Present
Goldstein Law Group, S.C. April 2012 - January 2015
Robert W. Baird & Co. May 2000 - May 2009
Skills
Onboarding
Education
UW-Milwaukee 1993 — 2000
Master's degree, Human Resources Management and Services
Lake Forest College 1987 — 1991
Bachelor's degree, Psychology
Self Human Resources ManagerRitz Holman, LLPFebruary 2015 - Present
Goldstein Law Group, S.C. April 2012 - January 2015
Robert W. Baird & Co. May 2000 - May 2009
Skills
Onboarding
Education
UW-Milwaukee 1993 — 2000
Master's degree, Human Resources Management and Services
Lake Forest College 1987 — 1991
Bachelor's degree, Psychology
Wendy Schueller's Robert W. Baird & Co. Experience September 2011 - Present
Job Vice President and Associate General Counsel, Robert W. Baird
Industry Financial Services
Experience
Robert W. Baird & Co. September 2011 - Present
Wings Academy February 2011 - June 2012
Legal Action of Wisconsin, Inc. 2003 - 2011
St. Stephen Catholic Church 2006 - 2009
Chicago Public Schools Board of Education 2001 - 2003
Education
Loyola University Chicago School of Law 1999 — 2002
Southern Illinois University, Carbondale 1995 — 1999
BS, Social Work
Robert W. Baird & Co. September 2011 - Present
Wings Academy February 2011 - June 2012
Legal Action of Wisconsin, Inc. 2003 - 2011
St. Stephen Catholic Church 2006 - 2009
Chicago Public Schools Board of Education 2001 - 2003
Education
Loyola University Chicago School of Law 1999 — 2002
Southern Illinois University, Carbondale 1995 — 1999
BS, Social Work
Satoshi Matsumoto's Robert W. Baird & Co. Experience November 2012 - Present
Job Managing Director, Director of Japan M&A at Robert W. Baird & Co.
Industry Investment Banking
Experience
Robert W. Baird & Co. November 2012 - Present
Barclays Capital July 2009 - October 2011
Barclays Capital July 2009 - October 2011
Nomura Securities October 2008 - June 2009
Lehman Brothers July 1997 - September 2008
The Long-Term Credit Bank of Japan April 1993 - June 1997
Skills
Investment Banking, Mergers, Corporate Finance, Valuation, Sell Side, Strategic Advisory
Education
Keio University 1989 — 1993
BS, Economics
Robert W. Baird & Co. November 2012 - Present
Barclays Capital July 2009 - October 2011
Barclays Capital July 2009 - October 2011
Nomura Securities October 2008 - June 2009
Lehman Brothers July 1997 - September 2008
The Long-Term Credit Bank of Japan April 1993 - June 1997
Skills
Investment Banking, Mergers, Corporate Finance, Valuation, Sell Side, Strategic Advisory
Education
Keio University 1989 — 1993
BS, Economics
Kaylyn Krahn's Robert W. Baird & Co. Experience October 2000 - June 2015
Job Supervisory Principle at LPL Financial
Industry Financial Services
Experience
LPL Financial June 2015 - Present
Robert W. Baird & Co. October 2000 - June 2015
Skills
FINRA, Series 7, Series 63, Securities, Series 24, Series 9, Series 10, Series 27, Series 31, Series 65, Compliance Supervision, Life & Health Insurance..., Private Wealth..., Client Service, 401k, Relationship Management, Financial Services, Wealth Management, Securities Regulation, Client Services, Estate Planning, Financial Modeling, Cash Management, Wealth, Investment Strategies, Portfolio Management, Retirement, Bloomberg, Retirement Plan..., Equities, Financial Planners, Wealth Management..., Alternative Investments, Mutual Funds, Separately Managed..., Finance, Corporate Finance, Venture Capital, Insurance, Risk Management, Asset Management, 401k Rollovers, IRAs, Strategic Financial..., Series 6, Variable Annuities
Education
Kaplan University
Associate of Arts (AA), Business Administration and Management, General, 3.92
LPL Financial June 2015 - Present
Robert W. Baird & Co. October 2000 - June 2015
Skills
FINRA, Series 7, Series 63, Securities, Series 24, Series 9, Series 10, Series 27, Series 31, Series 65, Compliance Supervision, Life & Health Insurance..., Private Wealth..., Client Service, 401k, Relationship Management, Financial Services, Wealth Management, Securities Regulation, Client Services, Estate Planning, Financial Modeling, Cash Management, Wealth, Investment Strategies, Portfolio Management, Retirement, Bloomberg, Retirement Plan..., Equities, Financial Planners, Wealth Management..., Alternative Investments, Mutual Funds, Separately Managed..., Finance, Corporate Finance, Venture Capital, Insurance, Risk Management, Asset Management, 401k Rollovers, IRAs, Strategic Financial..., Series 6, Variable Annuities
Education
Kaplan University
Associate of Arts (AA), Business Administration and Management, General, 3.92
Matthew Fields's Robert W. Baird & Co. Experience May 2012 - Present
Job Vice President/Financial Advisor at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. May 2012 - Present
Bank of America Merrill Lynch November 2003 - May 2012
Edward Jones Investments 1999 - November 2003
Skills
Estate Planning, Financial Planning, Investments, Retirement Income..., Asset Protection, Wealth Preservation and..., Wealth Management..., Strategic Financial..., Financial Advisory, Retirement, Fixed Annuities, Finance, Asset Allocation, Retirement Planning, Wealth Management, Investment Advisory, Investment Strategies, Equities, Mutual Funds, Series 7, 401k, Series 63
Education
Lewis and Clark College 1996 — 1999
Master of Arts, Counseling Psychology
University of Puget Sound 1991 — 1995
Bachelor of Arts, Psychology
Robert W. Baird & Co. May 2012 - Present
Bank of America Merrill Lynch November 2003 - May 2012
Edward Jones Investments 1999 - November 2003
Skills
Estate Planning, Financial Planning, Investments, Retirement Income..., Asset Protection, Wealth Preservation and..., Wealth Management..., Strategic Financial..., Financial Advisory, Retirement, Fixed Annuities, Finance, Asset Allocation, Retirement Planning, Wealth Management, Investment Advisory, Investment Strategies, Equities, Mutual Funds, Series 7, 401k, Series 63
Education
Lewis and Clark College 1996 — 1999
Master of Arts, Counseling Psychology
University of Puget Sound 1991 — 1995
Bachelor of Arts, Psychology
Grant Ingvalson's Robert W. Baird & Co. Experience August 2010 - December 2010
Job Owner at Grant Ave.
Industry Financial Services
Experience
Grant Ave. May 2005 - Present
Dorsey & Whitney LLP August 2013 - November 2013
C.H. Robinson January 2013 - May 2013
Patrick Henry Boys and Girls Homes June 2011 - November 2012
Robert W. Baird & Co. August 2010 - December 2010
Skills
Economics, Corporate Finance, Marketing Strategy, Financial Analysis, Investments, Microsoft Excel, Microsoft Word, Vlookup, Sumif, Pivot Tables, Budgets, Customer Service, Public Speaking
Education
Liberty University 2007 — 2010
B.S, Business: Economics
Grant Ave. May 2005 - Present
Dorsey & Whitney LLP August 2013 - November 2013
C.H. Robinson January 2013 - May 2013
Patrick Henry Boys and Girls Homes June 2011 - November 2012
Robert W. Baird & Co. August 2010 - December 2010
Skills
Economics, Corporate Finance, Marketing Strategy, Financial Analysis, Investments, Microsoft Excel, Microsoft Word, Vlookup, Sumif, Pivot Tables, Budgets, Customer Service, Public Speaking
Education
Liberty University 2007 — 2010
B.S, Business: Economics
Laurie Gabler's Robert W. Baird & Co. Experience November 2008 - Present
Job Field Marketing Specialist at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. November 2008 - Present
Stark Investments July 2007 - November 2008
Wells Fargo January 2005 - July 2007
Strong Retirement Plans Services January 2003 - January 2005
Education
Indiana University Bloomington 1998 — 2002
Bachelors Degree, Business Marketing
Robert W. Baird & Co. November 2008 - Present
Stark Investments July 2007 - November 2008
Wells Fargo January 2005 - July 2007
Strong Retirement Plans Services January 2003 - January 2005
Education
Indiana University Bloomington 1998 — 2002
Bachelors Degree, Business Marketing
Brent Tegels, CPA's Robert W. Baird & Co. Experience 2008 - 2009
Job Senior Accountant at Honkamp Krueger & Co., P.C.
Industry Accounting
Experience
Honkamp Krueger & Co., P.C. January 2014 - Present
Honkamp Krueger & Co., P.C. July 2012 - Present
Honkamp Krueger & Co., P.C. September 2009 - July 2012
Honkamp Krueger & Co., P.C. October 2006 - August 2009
Robert W. Baird & Co. 2008 - 2009
Skills
Audit, Financial Reporting, Bookkeeping, Personal Tax Planning, Tax Preparation, Tax Research, Financial Statement..., Financial Forecasting, Business Tax Planning, Food & Beverage, Customer Service
Education
Kaplan University
Master's degree, Taxation
University of Iowa 2006 — 2009
Accounting and Finance
Xavier High School 2000 — 2004
Honkamp Krueger & Co., P.C. January 2014 - Present
Honkamp Krueger & Co., P.C. July 2012 - Present
Honkamp Krueger & Co., P.C. September 2009 - July 2012
Honkamp Krueger & Co., P.C. October 2006 - August 2009
Robert W. Baird & Co. 2008 - 2009
Skills
Audit, Financial Reporting, Bookkeeping, Personal Tax Planning, Tax Preparation, Tax Research, Financial Statement..., Financial Forecasting, Business Tax Planning, Food & Beverage, Customer Service
Education
Kaplan University
Master's degree, Taxation
University of Iowa 2006 — 2009
Accounting and Finance
Xavier High School 2000 — 2004
Eric Reinmund's Robert W. Baird & Co. Experience April 2014 - Present
Job High Yield at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. April 2014 - Present
BDO USA, LLP July 2013 - April 2014
BDO USA, LLP June 2012 - August 2012
Merrill Lynch June 2011 - August 2011
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Economics
Education
Lafayette College 2009 — 2013
Economics Major, Government & Law Minor, Certificate of Finance
Delbarton School 2005 — 2009
Robert W. Baird & Co. April 2014 - Present
BDO USA, LLP July 2013 - April 2014
BDO USA, LLP June 2012 - August 2012
Merrill Lynch June 2011 - August 2011
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Economics
Education
Lafayette College 2009 — 2013
Economics Major, Government & Law Minor, Certificate of Finance
Delbarton School 2005 — 2009
Ben Hartford's Robert W. Baird & Co. Experience November 2011 - Present
Job Senior Equity Research Analyst at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. November 2011 - Present
Robert W. Baird & Co. June 2005 - November 2011
Skills
Equity Research, Valuation, Bloomberg, Financial Analysis, Equities, Portfolio Management, Equity Valuation, Financial Modeling, Capital Markets, Investments
Education
Indiana University Bloomington 2004 — 2005
Master of Science (M.S.), Accounting
Indiana University Bloomington 1999 — 2003
Bachelor of Science (BS), Finance, General
Robert W. Baird & Co. November 2011 - Present
Robert W. Baird & Co. June 2005 - November 2011
Skills
Equity Research, Valuation, Bloomberg, Financial Analysis, Equities, Portfolio Management, Equity Valuation, Financial Modeling, Capital Markets, Investments
Education
Indiana University Bloomington 2004 — 2005
Master of Science (M.S.), Accounting
Indiana University Bloomington 1999 — 2003
Bachelor of Science (BS), Finance, General
Samantha Northrup's Robert W. Baird & Co. Experience January 2014 - Present
Job Client Specialist at Robert W. Baird & Co.
Industry Banking
Experience
Robert W. Baird & Co. January 2014 - Present
Woodforest National Bank September 2012 - April 2014
Notre Dame Federal Credit Union August 2010 - August 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Banking, Retail Banking, Retail Sales, Computer Proficiency, Typing, Technology, Customer Service, PowerPoint
Education
Indiana University South Bend 2010 — 2014
Bachelor's degree, Finance, General, 3.25
Robert W. Baird & Co. January 2014 - Present
Woodforest National Bank September 2012 - April 2014
Notre Dame Federal Credit Union August 2010 - August 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Banking, Retail Banking, Retail Sales, Computer Proficiency, Typing, Technology, Customer Service, PowerPoint
Education
Indiana University South Bend 2010 — 2014
Bachelor's degree, Finance, General, 3.25
Robert Boeck's Robert W. Baird & Co. Experience December 1994 - June 2000
Job Writer/author
Industry Writing and Editing
Experience
Self employed 2012 - Present
Mass Mutual Financial Services January 2006 - October 2011
Educators Credit Union 2005 - 2006
Mid America Financial July 2000 - May 2005
Robert W. Baird & Co. December 1994 - June 2000
Boeck & Associates July 1990 - December 1994
Surgitek-division of Bristol Myers Squibb June 1980 - July 1990
Skills
Teaching, Creative Writing, Outplacement, Strategic Financial..., Training, Leadership, Finance, Investments, Retirement, Insurance, Small Business, Sales, Personal Finance, Estate Planning, Blogging, Facebook, New Business Development, Management, Strategic Planning, Team Building, Marketing, Team Leadership, Social Media
Education
Lake Forest Graduate School of Management 1984 — 1986
Completed 12 credits toward MBA, Marketing, 3.75GPA
University of Wisconsin-Milwaukee 1960 — 1964
Bachelor's degree, Economics
Self employed 2012 - Present
Mass Mutual Financial Services January 2006 - October 2011
Educators Credit Union 2005 - 2006
Mid America Financial July 2000 - May 2005
Robert W. Baird & Co. December 1994 - June 2000
Boeck & Associates July 1990 - December 1994
Surgitek-division of Bristol Myers Squibb June 1980 - July 1990
Skills
Teaching, Creative Writing, Outplacement, Strategic Financial..., Training, Leadership, Finance, Investments, Retirement, Insurance, Small Business, Sales, Personal Finance, Estate Planning, Blogging, Facebook, New Business Development, Management, Strategic Planning, Team Building, Marketing, Team Leadership, Social Media
Education
Lake Forest Graduate School of Management 1984 — 1986
Completed 12 credits toward MBA, Marketing, 3.75GPA
University of Wisconsin-Milwaukee 1960 — 1964
Bachelor's degree, Economics
Sara Wilder's Robert W. Baird & Co. Experience September 2011 - February 2015
Job Benefits Specialist at American Transmission Co.
Industry Financial Services
Experience
American Transmission Co. February 2015 - Present
Robert W. Baird & Co. September 2011 - February 2015
Correctional Healthcare Companies June 2008 - August 2011
GCSAA September 2005 - January 2008
Skills
Succession Planning, Employee Relations, Deferred Compensation, Talent Acquisition, Recruiting, Performance Management, Employee Engagement
Education
Northeast Wisconsin Technical College 2002 — 2003
Supervisory Management, 4.0
St Cloud Technical and Community College 2000 — 2001
Supervisory Management, 4.0
Lakeshore Technical College 1991 — 1992
American Transmission Co. February 2015 - Present
Robert W. Baird & Co. September 2011 - February 2015
Correctional Healthcare Companies June 2008 - August 2011
GCSAA September 2005 - January 2008
Skills
Succession Planning, Employee Relations, Deferred Compensation, Talent Acquisition, Recruiting, Performance Management, Employee Engagement
Education
Northeast Wisconsin Technical College 2002 — 2003
Supervisory Management, 4.0
St Cloud Technical and Community College 2000 — 2001
Supervisory Management, 4.0
Lakeshore Technical College 1991 — 1992
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.