Robert W. Baird & Co.
Industry: Financial services company
DescriptionRobert W. Baird & Co. is an American multinational independent investment bank and financial services company. Headquarters: Wisconsin, United States CEO: Steven Booth Chairperson: Paul E. Purcell Revenue: 1.2 billion USD (2014) Number of employees: 3,100 Subsidiaries: Baird Advisors, M. Griffith Investment Services, Inc.,
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Robert W. Baird & Co. Employees
Employee
Years
Job
Industry
Ashley Christophersen Ashley Christophersen's Robert W. Baird & Co. Experience August 2015 - Present
Job Public Relations Coordinator at Robert W. Baird & Co.
Industry Public Relations and Communications
Experience
Robert W. Baird & Co. August 2015 - Present
Mueller Communications October 2011 - August 2015
Core Creative May 2011 - October 2011
Marquette University Student Government April 2010 - May 2011
Summerfest May 2008 - August 2010
Wisconsin Lutheran High School August 2008 - November 2009
Skills
Event Planning, Media Relations, Social Media, Public Relations, Social Media Marketing, Marketing Communications, Editing, Public Speaking, Ap Style, Fundraising, Cision, Press Releases, Newsletters
Education
Marquette University
Bachelor of Arts in Public Relations, Marketing, Communication Studies
Robert W. Baird & Co. August 2015 - Present
Mueller Communications October 2011 - August 2015
Core Creative May 2011 - October 2011
Marquette University Student Government April 2010 - May 2011
Summerfest May 2008 - August 2010
Wisconsin Lutheran High School August 2008 - November 2009
Skills
Event Planning, Media Relations, Social Media, Public Relations, Social Media Marketing, Marketing Communications, Editing, Public Speaking, Ap Style, Fundraising, Cision, Press Releases, Newsletters
Education
Marquette University
Bachelor of Arts in Public Relations, Marketing, Communication Studies
Brian Brophy Brian Brophy's Robert W. Baird & Co. Experience July 2015 - Present
Job Equity Research Analyst at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. July 2015 - Present
Robert W. Baird & Co. July 2012 - July 2015
Robert W. Baird & Co. June 2011 - August 2011
City of Milwaukee ERS June 2010 - April 2011
Skills
Investments, Financial Analysis, Financial Modeling, Equities, Finance, Valuation, FactSet, Bloomberg, Microsoft Excel, Microsoft Word
Education
Marquette University 2008 — 2012
Bachelor of Science (BS), Finance, General
Robert W. Baird & Co. July 2015 - Present
Robert W. Baird & Co. July 2012 - July 2015
Robert W. Baird & Co. June 2011 - August 2011
City of Milwaukee ERS June 2010 - April 2011
Skills
Investments, Financial Analysis, Financial Modeling, Equities, Finance, Valuation, FactSet, Bloomberg, Microsoft Excel, Microsoft Word
Education
Marquette University 2008 — 2012
Bachelor of Science (BS), Finance, General
Bridget Freas, CFA Bridget Freas, CFA's Robert W. Baird & Co. Experience July 2007 - June 2009
Job Director, Investor Relations at Coeur Mining
Industry Mining & Metals
Experience
Coeur Mining July 2013 - Present
Morningstar April 2010 - June 2013
Steel Market Intelligence October 2009 - March 2010
Robert W. Baird & Co. July 2007 - June 2009
National Futures Association June 2001 - August 2005
Skills
Financial Modeling, Valuation, Equities, Financial Analysis, Corporate Finance, Bloomberg, Equity Research, Investments, Investment Banking, Fixed Income, Capital Markets, Equity Valuation, Hedge Funds, Portfolio Management, Asset Management, Asset Allocation, Investment Management, Investor Relations, Securities, Private Equity, Mutual Funds, Financial Markets
Education
The University of Chicago - Booth School of Business 2005 — 2007
MBA, Finance
Marquette University 1997 — 2001
BS, Finance
Coeur Mining July 2013 - Present
Morningstar April 2010 - June 2013
Steel Market Intelligence October 2009 - March 2010
Robert W. Baird & Co. July 2007 - June 2009
National Futures Association June 2001 - August 2005
Skills
Financial Modeling, Valuation, Equities, Financial Analysis, Corporate Finance, Bloomberg, Equity Research, Investments, Investment Banking, Fixed Income, Capital Markets, Equity Valuation, Hedge Funds, Portfolio Management, Asset Management, Asset Allocation, Investment Management, Investor Relations, Securities, Private Equity, Mutual Funds, Financial Markets
Education
The University of Chicago - Booth School of Business 2005 — 2007
MBA, Finance
Marquette University 1997 — 2001
BS, Finance
Daniel Niswonger Daniel Niswonger's Robert W. Baird & Co. Experience July 2013 - March 2014
Job Investment Banking Analyst at Brown Gibbons Lang & Company
Industry Investment Banking
Experience
Brown Gibbons Lang & Company March 2014 - Present
Robert W. Baird & Co. July 2013 - March 2014
Robert W. Baird & Co. September 2012 - June 2013
Robert W. Baird & Co. October 2011 - October 2012
Robert W. Baird & Co. May 2010 - October 2011
Majic Enterprises, Inc June 2008 - August 2010
M&I Bank May 2008 - August 2008
Marquette Sprit Shop August 2007 - May 2008
Skills
Financial Analysis, Finance, Microsoft Excel, Financial Modeling, Microsoft Office, Valuation, Accounting, PowerPoint, Mergers & Acquisitions, Investment Banking
Education
Marquette University 2011 — 2012
Masters of Science in Accounting, Accounting
Marquette University 2007 — 2011
Bachelor of Science, Accounting, English Literature
Marquette University High School 2003 — 2007
Brown Gibbons Lang & Company March 2014 - Present
Robert W. Baird & Co. July 2013 - March 2014
Robert W. Baird & Co. September 2012 - June 2013
Robert W. Baird & Co. October 2011 - October 2012
Robert W. Baird & Co. May 2010 - October 2011
Majic Enterprises, Inc June 2008 - August 2010
M&I Bank May 2008 - August 2008
Marquette Sprit Shop August 2007 - May 2008
Skills
Financial Analysis, Finance, Microsoft Excel, Financial Modeling, Microsoft Office, Valuation, Accounting, PowerPoint, Mergers & Acquisitions, Investment Banking
Education
Marquette University 2011 — 2012
Masters of Science in Accounting, Accounting
Marquette University 2007 — 2011
Bachelor of Science, Accounting, English Literature
Marquette University High School 2003 — 2007
Drew Ashland Drew Ashland's Robert W. Baird & Co. Experience July 2015 - Present
Job Senior Baird Capital Fund Analyst at Robert W. Baird & Co.
Industry Accounting
Experience
Robert W. Baird & Co. July 2015 - Present
Robert W. Baird & Co. January 2012 - June 2015
PricewaterhouseCoopers September 2008 - January 2012
Freyberg Hinkle Ashland Powers & Stowell s.c. 2004 - 2007
The Benefit Services Group, Inc. 2003 - 2004
Skills
Private Equity, Series 7, Financial Analysis, Finance, Financial Services, Valuation, Accounting, Tax, Financial Reporting, Asset Management
Education
Marquette University 2007 — 2008
Master of Science in Accounting (MSA)
Marquette University 2003 — 2007
Bachelor of Science in Business Administration, Accounting, Finance
Marquette University High School
Robert W. Baird & Co. July 2015 - Present
Robert W. Baird & Co. January 2012 - June 2015
PricewaterhouseCoopers September 2008 - January 2012
Freyberg Hinkle Ashland Powers & Stowell s.c. 2004 - 2007
The Benefit Services Group, Inc. 2003 - 2004
Skills
Private Equity, Series 7, Financial Analysis, Finance, Financial Services, Valuation, Accounting, Tax, Financial Reporting, Asset Management
Education
Marquette University 2007 — 2008
Master of Science in Accounting (MSA)
Marquette University 2003 — 2007
Bachelor of Science in Business Administration, Accounting, Finance
Marquette University High School
Nyalay Weller Nyalay Weller's Robert W. Baird & Co. Experience August 2014 - Present
Job Operations Assistant at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. August 2014 - Present
Robert W. Baird & Co. May 2014 - July 2014
Talbots September 2007 - May 2014
Skills
Visual Merchandising, Merchandising, Retail, Store Management, Retail Sales, Loss Prevention, Fashion, Apparel, Store Operations, Inventory Management, Sales, Styling, Trend Analysis, Customer Service, Cashiering, Inventory Control, Window Displays, Time Management, Merchandise Planning
Education
Madison Area Technical College
Associate's degree, Business Administration and Management, General
Robert W. Baird & Co. August 2014 - Present
Robert W. Baird & Co. May 2014 - July 2014
Talbots September 2007 - May 2014
Skills
Visual Merchandising, Merchandising, Retail, Store Management, Retail Sales, Loss Prevention, Fashion, Apparel, Store Operations, Inventory Management, Sales, Styling, Trend Analysis, Customer Service, Cashiering, Inventory Control, Window Displays, Time Management, Merchandise Planning
Education
Madison Area Technical College
Associate's degree, Business Administration and Management, General
Katie (Anglim) Costigan's Robert W. Baird & Co. Experience August 2015 - Present
Job Director of Private Wealth Management Branch Support at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. August 2015 - Present
Baker Tilly Virchow Krause, LLP May 2011 - August 2015
Robert W. Baird & Co. March 2000 - May 2011
Eaton Corporation February 1997 - March 2000
Skills
Mergers, Human Resources, Onboarding, Succession Planning, Employee Relations, Performance Management, Talent Management, Employee Engagement, Strategic Planning, Applicant Tracking..., Leadership, Personnel Management, Talent Acquisition
Education
Marquette University
BS, Human Resources
Robert W. Baird & Co. August 2015 - Present
Baker Tilly Virchow Krause, LLP May 2011 - August 2015
Robert W. Baird & Co. March 2000 - May 2011
Eaton Corporation February 1997 - March 2000
Skills
Mergers, Human Resources, Onboarding, Succession Planning, Employee Relations, Performance Management, Talent Management, Employee Engagement, Strategic Planning, Applicant Tracking..., Leadership, Personnel Management, Talent Acquisition
Education
Marquette University
BS, Human Resources
James Stark's Robert W. Baird & Co. Experience August 2014 - August 2014
Job Corporate Banking Analyst at PNC
Industry Banking
Experience
PNC August 2015 - Present
Marquette University January 2014 - May 2015
Robert W. Baird & Co. August 2014 - August 2014
Ziegler May 2014 - August 2014
Johnson Financial Group June 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, Bloomberg, Analysis, Financial Analysis, Finance, Management, PowerPoint, Financial Accounting, Teamwork, Social Media, Public Speaking, Research, Financial Modeling, Investments, Bloomberg Terminal, Valuation
Education
Marquette University 2011 — 2015
Bachelor's Degree, Finance
PNC August 2015 - Present
Marquette University January 2014 - May 2015
Robert W. Baird & Co. August 2014 - August 2014
Ziegler May 2014 - August 2014
Johnson Financial Group June 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, Bloomberg, Analysis, Financial Analysis, Finance, Management, PowerPoint, Financial Accounting, Teamwork, Social Media, Public Speaking, Research, Financial Modeling, Investments, Bloomberg Terminal, Valuation
Education
Marquette University 2011 — 2015
Bachelor's Degree, Finance
Emily Fons's Robert W. Baird & Co. Experience May 2010 - August 2010
Job Associate Attorney, Business Law Group
Industry Law Practice
Experience
Quarles & Brady LLP May 2014 - Present
Mediation and Law Office of Paula M. Lawhon August 2013 - May 2014
BuySeasons, Inc. January 2011 - May 2012
Godfrey & Kahn, S.C. December 2007 - January 2011
Robert W. Baird & Co. May 2010 - August 2010
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word
Education
University of California, Hastings College of the Law 2013 — 2015
Doctor of Law (J.D.)
Louis D. Brandeis School of Law at the University of Louisville 2012 — 2013
Doctor of Law (J.D.)
Marquette University 2007 — 2011
B.S., Finance
Quarles & Brady LLP May 2014 - Present
Mediation and Law Office of Paula M. Lawhon August 2013 - May 2014
BuySeasons, Inc. January 2011 - May 2012
Godfrey & Kahn, S.C. December 2007 - January 2011
Robert W. Baird & Co. May 2010 - August 2010
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word
Education
University of California, Hastings College of the Law 2013 — 2015
Doctor of Law (J.D.)
Louis D. Brandeis School of Law at the University of Louisville 2012 — 2013
Doctor of Law (J.D.)
Marquette University 2007 — 2011
B.S., Finance
Doug Richardson Doug Richardson's Robert W. Baird & Co. Experience 1985 - 1995
Job Executivelevel Strategic and Operational Leader and DecisionMaker.
Industry Financial Services
Experience
American Residential Services, LLC March 2015 - Present
CNBS, LLC 1996 - 2013
Arthur Andersen & Co 1995 - 1996
Robert W. Baird & Co. 1985 - 1995
Skills
Financial Analysis, Financial Reporting, Fixed Income, Investments, Institutional..., Internal Controls, IT Management, Investment Advisor..., Operations Management, Portfolio Management, Risk Management, Risk Assessment, Securities Regulation, System Administration, Investor Relations, Loans, ALM, Account Management, Internal Audit, Accounting, Capital Markets, Mortgage Lending, Finance, Securities, Sales, Refinance, Series 7, Asset Management, Mutual Funds, Strategic Financial..., Wealth Management, Series 63, Series 24, Investment Management, Banking, Financial Services, Executive Management, FINRA, Series 65, Investment Strategies, Bloomberg, Asset Allocation
Education
Marquette University 1978 — 1982
Bachelor of Science (B.S.), Accounting
American Residential Services, LLC March 2015 - Present
CNBS, LLC 1996 - 2013
Arthur Andersen & Co 1995 - 1996
Robert W. Baird & Co. 1985 - 1995
Skills
Financial Analysis, Financial Reporting, Fixed Income, Investments, Institutional..., Internal Controls, IT Management, Investment Advisor..., Operations Management, Portfolio Management, Risk Management, Risk Assessment, Securities Regulation, System Administration, Investor Relations, Loans, ALM, Account Management, Internal Audit, Accounting, Capital Markets, Mortgage Lending, Finance, Securities, Sales, Refinance, Series 7, Asset Management, Mutual Funds, Strategic Financial..., Wealth Management, Series 63, Series 24, Investment Management, Banking, Financial Services, Executive Management, FINRA, Series 65, Investment Strategies, Bloomberg, Asset Allocation
Education
Marquette University 1978 — 1982
Bachelor of Science (B.S.), Accounting
Allison Krollman Allison Krollman's Robert W. Baird & Co. Experience May 2011 - October 2012
Job Jr. Buyer at Nova Biomedical
Industry Logistics and Supply Chain
Experience
Nova Biomedical October 2014 - Present
Rockwell Automation January 2014 - August 2014
Rockwell Automation October 2012 - January 2014
Robert W. Baird & Co. May 2011 - October 2012
Marquette University Hall Stores May 2010 - May 2012
Erich C. Straub Immigration Attorney, LLC January 2012 - April 2012
Law Offices of Medici & Sciacca May 2010 - August 2011
Marquette University Physics Department 2009 - 2011
Tim Hortons and Coldstone Creamery March 2009 - December 2010
Skills
SAP, Data Analysis, Microsoft Excel, Public Speaking, Spanish, APICS, SQL, IT Project..., Time Management, Critical Thinking, Teaching, Chinese, Research, Microsoft Office, Social Media Marketing, Social Networking, Recruiting, Mandarin, Bloomberg Terminal, Economics, Highly Dedicated, Creative Problem Solving, Database Design
Education
Marquette University 2009 — 2013
Bachelor of Science (B.S.), Operations & Supply Chain Management, International Business
Nova Biomedical October 2014 - Present
Rockwell Automation January 2014 - August 2014
Rockwell Automation October 2012 - January 2014
Robert W. Baird & Co. May 2011 - October 2012
Marquette University Hall Stores May 2010 - May 2012
Erich C. Straub Immigration Attorney, LLC January 2012 - April 2012
Law Offices of Medici & Sciacca May 2010 - August 2011
Marquette University Physics Department 2009 - 2011
Tim Hortons and Coldstone Creamery March 2009 - December 2010
Skills
SAP, Data Analysis, Microsoft Excel, Public Speaking, Spanish, APICS, SQL, IT Project..., Time Management, Critical Thinking, Teaching, Chinese, Research, Microsoft Office, Social Media Marketing, Social Networking, Recruiting, Mandarin, Bloomberg Terminal, Economics, Highly Dedicated, Creative Problem Solving, Database Design
Education
Marquette University 2009 — 2013
Bachelor of Science (B.S.), Operations & Supply Chain Management, International Business
Jeffrey Weigand's Robert W. Baird & Co. Experience April 2014 - Present
Job HC Client Services Associate Consultant at Robert W. Baird & Co.
Industry Mechanical or Industrial Engineering
Experience
Robert W. Baird & Co. April 2014 - Present
Briggs & Stratton January 2014 - April 2014
Rexnord July 2012 - January 2014
Experis June 2010 - July 2012
Lauterbach Group February 2007 - June 2010
Eaton Corporation September 2004 - February 2007
Target May 2004 - August 2004
Skills
Employee Relations, Onboarding, Benefits Administration, New Hire Orientations, Performance Management, Talent Management, Recruiting, Affirmative Action, Succession Planning, Workforce Planning, Employee Benefits, FMLA, HR Policies, Personnel Management
Education
Marquette University 2005 — 2007
Masters of Science, Human Resources
Marquette University 2001 — 2005
Bachelor of Science (BS), Marketing & Human Resources
Robert W. Baird & Co. April 2014 - Present
Briggs & Stratton January 2014 - April 2014
Rexnord July 2012 - January 2014
Experis June 2010 - July 2012
Lauterbach Group February 2007 - June 2010
Eaton Corporation September 2004 - February 2007
Target May 2004 - August 2004
Skills
Employee Relations, Onboarding, Benefits Administration, New Hire Orientations, Performance Management, Talent Management, Recruiting, Affirmative Action, Succession Planning, Workforce Planning, Employee Benefits, FMLA, HR Policies, Personnel Management
Education
Marquette University 2005 — 2007
Masters of Science, Human Resources
Marquette University 2001 — 2005
Bachelor of Science (BS), Marketing & Human Resources
Marie Ponder Marie Ponder's Robert W. Baird & Co. Experience October 2001 - August 2004
Job Sourcing Specialist at Aurora Health Care
Industry Hospital & Health Care
Experience
Aurora Health Care September 2010 - Present
Kelly Services HR First September 2006 - March 2009
Kelly Services HR First September 2005 - September 2006
Robert W. Baird & Co. October 2001 - August 2004
Skills
College Recruiting, Sourcing, Onboarding, Recruiting, Applicant Tracking..., Talent Acquisition, Interviews
Education
Marquette University 2000 — 2005
B.A., Sociology
Aurora Health Care September 2010 - Present
Kelly Services HR First September 2006 - March 2009
Kelly Services HR First September 2005 - September 2006
Robert W. Baird & Co. October 2001 - August 2004
Skills
College Recruiting, Sourcing, Onboarding, Recruiting, Applicant Tracking..., Talent Acquisition, Interviews
Education
Marquette University 2000 — 2005
B.A., Sociology
Jennifer Zahn Jennifer Zahn's Robert W. Baird & Co. Experience February 2013 - August 2015
Job Graduate Assistant | Master of Science in Sport & Fitness Management candidate
Industry Writing and Editing
Experience
Troy University August 2015 - Present
Troy University August 2015 - Present
Marquette University September 2013 - August 2015
Robert W. Baird & Co. February 2013 - August 2015
Milwaukee Journal Sentinel October 2012 - December 2012
The Marquette Tribune August 2009 - December 2012
Emerald Isle Marketing PR May 2012 - September 2012
The Marquette Journal August 2011 - May 2012
Centro Legal June 2011 - August 2011
ESPN Milwaukee / Good Karma Broadcasting May 2011 - August 2011
Skills
Blogging, Social Media, Editing, Journalism, Newsletters, Microsoft Office, Public Relations, Newspapers, Web Content, PowerPoint, Proofreading, English, Social Networking, Feature Articles, Press Releases, Advertising, Web Design, Documentation, Event Management, InDesign, Outlook, Magazines, Writing, YouTube, WordPress, Creative Writing, Access, Graphic Design, Databases, Web Development, Excel, Event Planning, German, HTML, Online Marketing, Non-profits, Photoshop, Copy Editing, Microsoft Excel, Media Relations, Market Research, Teamwork, Writing Skills, Public Speaking, Social Media Marketing, Research, Leadership, Marketing, Facebook, Sports Coaching
Education
Troy University 2015 — 2017
Master’s Degree, Sport and Fitness Administration/Management
Marquette University 2009 — 2012
Bachelor of Arts (B.A.), Journalism, Marketing
Homestead High School 2004 — 2008
College/University Preparatory
Troy University August 2015 - Present
Troy University August 2015 - Present
Marquette University September 2013 - August 2015
Robert W. Baird & Co. February 2013 - August 2015
Milwaukee Journal Sentinel October 2012 - December 2012
The Marquette Tribune August 2009 - December 2012
Emerald Isle Marketing PR May 2012 - September 2012
The Marquette Journal August 2011 - May 2012
Centro Legal June 2011 - August 2011
ESPN Milwaukee / Good Karma Broadcasting May 2011 - August 2011
Skills
Blogging, Social Media, Editing, Journalism, Newsletters, Microsoft Office, Public Relations, Newspapers, Web Content, PowerPoint, Proofreading, English, Social Networking, Feature Articles, Press Releases, Advertising, Web Design, Documentation, Event Management, InDesign, Outlook, Magazines, Writing, YouTube, WordPress, Creative Writing, Access, Graphic Design, Databases, Web Development, Excel, Event Planning, German, HTML, Online Marketing, Non-profits, Photoshop, Copy Editing, Microsoft Excel, Media Relations, Market Research, Teamwork, Writing Skills, Public Speaking, Social Media Marketing, Research, Leadership, Marketing, Facebook, Sports Coaching
Education
Troy University 2015 — 2017
Master’s Degree, Sport and Fitness Administration/Management
Marquette University 2009 — 2012
Bachelor of Arts (B.A.), Journalism, Marketing
Homestead High School 2004 — 2008
College/University Preparatory
Valerie Valentine's Robert W. Baird & Co. Experience February 2014 - Present
Job
Industry Writing and Editing
Experience
Robert W. Baird & Co. February 2014 - Present
Valerie Valentine, Language Services 2000 - Present
SourceMedia August 2005 - November 2011
MN Daily, Pulse of the Twin Cities, mnartists.org, Southside Pride, Rain Taxi Review, MKE April 2003 - July 2008
Llewellyn Worldwide December 2004 - June 2005
Llewellyn Worldwide December 2002 - December 2004
University of Minnesota Press September 2001 - April 2002
Ruminator Books Press September 2000 - December 2000
Skills
Copy Editing, Publishing, Editorial, Proofreading, Editing, Social Media, Facebook, Online Journalism, Content Management, Analytics, Microsoft Office, Content Strategy, Writing, Adobe Creative Suite, Web Analytics, SEO, Business Journalism, Video, Online Publishing, Graphic Design, News Writing, Music, Databases, Twitter, Mobile Technology, Deadline Oriented, Contemporary Art, Community Building, Content Creation, LinkedIn, Editorial Development, Strategic Thinking, Search, Spreadsheets, Chicago Manual of Style, Multimedia Journalism, Slideshows, Mozilla, Google, Virtual Teams, Online Branding, Quality Management, Engagement, Manuscript Development, Beta Reading, Google Analytics, Hootsuite, WordPress, AP Style, Social Media Marketing
Education
Marquette University 2006 — 2010
M.A., Communications
University of Minnesota-Twin Cities 1997 — 2002
BA, English, Spanish
Robert W. Baird & Co. February 2014 - Present
Valerie Valentine, Language Services 2000 - Present
SourceMedia August 2005 - November 2011
MN Daily, Pulse of the Twin Cities, mnartists.org, Southside Pride, Rain Taxi Review, MKE April 2003 - July 2008
Llewellyn Worldwide December 2004 - June 2005
Llewellyn Worldwide December 2002 - December 2004
University of Minnesota Press September 2001 - April 2002
Ruminator Books Press September 2000 - December 2000
Skills
Copy Editing, Publishing, Editorial, Proofreading, Editing, Social Media, Facebook, Online Journalism, Content Management, Analytics, Microsoft Office, Content Strategy, Writing, Adobe Creative Suite, Web Analytics, SEO, Business Journalism, Video, Online Publishing, Graphic Design, News Writing, Music, Databases, Twitter, Mobile Technology, Deadline Oriented, Contemporary Art, Community Building, Content Creation, LinkedIn, Editorial Development, Strategic Thinking, Search, Spreadsheets, Chicago Manual of Style, Multimedia Journalism, Slideshows, Mozilla, Google, Virtual Teams, Online Branding, Quality Management, Engagement, Manuscript Development, Beta Reading, Google Analytics, Hootsuite, WordPress, AP Style, Social Media Marketing
Education
Marquette University 2006 — 2010
M.A., Communications
University of Minnesota-Twin Cities 1997 — 2002
BA, English, Spanish
Amanda Conway Amanda Conway's Robert W. Baird & Co. Experience May 2013 - April 2014
Job Program Manager at Perficient
Industry Information Technology and Services
Experience
Perficient June 2014 - Present
Zeon Solutions April 2014 - June 2014
Robert W. Baird & Co. May 2013 - April 2014
Marquette University January 2013 - May 2013
RedPrairie April 2012 - January 2013
Associated Bank July 2011 - March 2012
Skills
Software Documentation, Usability Testing, Testing, Usability, Web Applications, Databases, User Interface, Business Analysis, Access, Visio, Process Improvement, Planning, PowerPoint, Customer-focused, Customer Service, Microsoft Office, Microsoft Excel, Relational Databases, Project Management, Business Intelligence, Program Management, Requirements Gathering, SharePoint
Education
Marquette University 2010 — 2014
Bachelor of Science (B.Sc.), Information Technology
WCA
Perficient June 2014 - Present
Zeon Solutions April 2014 - June 2014
Robert W. Baird & Co. May 2013 - April 2014
Marquette University January 2013 - May 2013
RedPrairie April 2012 - January 2013
Associated Bank July 2011 - March 2012
Skills
Software Documentation, Usability Testing, Testing, Usability, Web Applications, Databases, User Interface, Business Analysis, Access, Visio, Process Improvement, Planning, PowerPoint, Customer-focused, Customer Service, Microsoft Office, Microsoft Excel, Relational Databases, Project Management, Business Intelligence, Program Management, Requirements Gathering, SharePoint
Education
Marquette University 2010 — 2014
Bachelor of Science (B.Sc.), Information Technology
WCA
Jonathan Fischer Jonathan Fischer's Robert W. Baird & Co. Experience 2001 - 2005
Job Assistant Vice President at Oppenheimer Funds
Industry Financial Services
Experience
OppenheimerFunds 2011 - Present
Curian Capital 2007 - 2010
Robert W. Baird & Co. 2001 - 2005
Pogo Wireless 1999 - 2001
Merrill Lynch 1999 - 2001
Skills
Investments, Relationship Management, Leadership, Contact Centers, Financial Services, Mutual Funds, Wealth Management, Workforce Management, Retirement Planning, Asset Allocation, Series 63, Investment Strategies, Series 7, Salesforce.com, Asset Managment, Securities, Investment Advisory, 401k, Alternative Investments, Equities, Strategic Financial..., Financial Advisory, Fixed Annuities, Portfolio Management, Retirement, Insurance, Financial Analysis, Management, Strategy, Finance, Risk Management, Sales, Fixed Income, Series 6, Process Improvement, Investment Management, Capital Markets, Financial Modeling, Strategic Planning, FINRA, Vendor Management
Education
Marquette University 1997 — 2000
Finance, Finance, Economics, Business Management
Purdue University 1996 — 1997
Studied Environmental Engineering, Environmental Sciences, Business Management
OppenheimerFunds 2011 - Present
Curian Capital 2007 - 2010
Robert W. Baird & Co. 2001 - 2005
Pogo Wireless 1999 - 2001
Merrill Lynch 1999 - 2001
Skills
Investments, Relationship Management, Leadership, Contact Centers, Financial Services, Mutual Funds, Wealth Management, Workforce Management, Retirement Planning, Asset Allocation, Series 63, Investment Strategies, Series 7, Salesforce.com, Asset Managment, Securities, Investment Advisory, 401k, Alternative Investments, Equities, Strategic Financial..., Financial Advisory, Fixed Annuities, Portfolio Management, Retirement, Insurance, Financial Analysis, Management, Strategy, Finance, Risk Management, Sales, Fixed Income, Series 6, Process Improvement, Investment Management, Capital Markets, Financial Modeling, Strategic Planning, FINRA, Vendor Management
Education
Marquette University 1997 — 2000
Finance, Finance, Economics, Business Management
Purdue University 1996 — 1997
Studied Environmental Engineering, Environmental Sciences, Business Management
Dan Floyd Dan Floyd's Robert W. Baird & Co. Experience 1997 - 1998
Job
Industry Investment Banking
Experience
FIG Partners 2014 - 2015
KBW 1998 - 2014
Robert W. Baird & Co. 1997 - 1998
Johnson Bank 1994 - 1997
Skills
Investment Banking, Capital Markets, Equities, Private Equity, Valuation, Series 7, Securities, Financial Modeling, Series 63, Alternative Investments, Corporate Finance, Mergers, Structured Finance, Due Diligence, Financial Markets, Venture Capital, Financial Analysis, Financial Services, Banking, Finance, Financial Risk, Restructuring, Hedge Funds
Education
Northwestern University 2001 — 2004
MBA, Finance, Accounting, Entrepreneurship
Marquette University 1991 — 1994
BA, Political Science
FIG Partners 2014 - 2015
KBW 1998 - 2014
Robert W. Baird & Co. 1997 - 1998
Johnson Bank 1994 - 1997
Skills
Investment Banking, Capital Markets, Equities, Private Equity, Valuation, Series 7, Securities, Financial Modeling, Series 63, Alternative Investments, Corporate Finance, Mergers, Structured Finance, Due Diligence, Financial Markets, Venture Capital, Financial Analysis, Financial Services, Banking, Finance, Financial Risk, Restructuring, Hedge Funds
Education
Northwestern University 2001 — 2004
MBA, Finance, Accounting, Entrepreneurship
Marquette University 1991 — 1994
BA, Political Science
Jeffrey de Ropp Jeffrey de Ropp's Robert W. Baird & Co. Experience May 2014 - May 2015
Job Recent Graduate at Marquette University
Industry Public Relations and Communications
Experience
Robert W. Baird & Co. May 2014 - May 2015
Marquette University January 2014 - December 2014
American School in Japan June 2012 - August 2012
Skills
Communication, Marketing, Advertising, Public Relations, Marketing Research, Corporate Communications, Friendly Personality, Microsoft Office, Public Speaking
Education
Marquette University 2011 — 2015
Bachelor’s Degree, Advertising
American School in Japan 2008 — 2011
High School
Nishimachi International School
Robert W. Baird & Co. May 2014 - May 2015
Marquette University January 2014 - December 2014
American School in Japan June 2012 - August 2012
Skills
Communication, Marketing, Advertising, Public Relations, Marketing Research, Corporate Communications, Friendly Personality, Microsoft Office, Public Speaking
Education
Marquette University 2011 — 2015
Bachelor’s Degree, Advertising
American School in Japan 2008 — 2011
High School
Nishimachi International School
John McPike John McPike's Robert W. Baird & Co. Experience January 2014 - May 2015
Job Capital Markets Compliance Intern at Robert W. Baird
Industry Financial Services
Experience
511 Capital September 2015 - Present
Robert W. Baird & Co. January 2014 - May 2015
Marquette University August 2011 - April 2015
Marquette University August 2014 - September 2014
Marquette Evans Scholars January 2013 - January 2014
Milwaukee County Emergency Management September 2013 - December 2013
Cook County State's Attorney's Office June 2013 - August 2013
Sunset Ridge C.C. May 2006 - August 2012
Skills
Time Management, Leadership, Oral & Written..., EViews Statistical..., Financial Regulation, Econometric Modeling, Research
Education
Marquette University 2011 — 2015
Bachelor of Arts (B.A.), Economics, 3.88
511 Capital September 2015 - Present
Robert W. Baird & Co. January 2014 - May 2015
Marquette University August 2011 - April 2015
Marquette University August 2014 - September 2014
Marquette Evans Scholars January 2013 - January 2014
Milwaukee County Emergency Management September 2013 - December 2013
Cook County State's Attorney's Office June 2013 - August 2013
Sunset Ridge C.C. May 2006 - August 2012
Skills
Time Management, Leadership, Oral & Written..., EViews Statistical..., Financial Regulation, Econometric Modeling, Research
Education
Marquette University 2011 — 2015
Bachelor of Arts (B.A.), Economics, 3.88
Brooke Duckart Brooke Duckart's Robert W. Baird & Co. Experience July 2013 - October 2013
Job Hair and Fur Fabricator at LAIKA, LLC
Industry Animation
Experience
LAIKA, LLC January 2014 - Present
Robert W. Baird & Co. July 2013 - October 2013
Kate Balsley's "The Cucaranchula" April 2012 - July 2013
John Michael Kohler Art Center May 2010 - August 2010
HY Connect August 2008 - January 2009
HY Connect October 2006 - August 2008
American Girl June 2004 - August 2006
Skills
Illustration, Animation, Graphic Design, Character Design, Set Design, Front-End Web Design, Front-End Interactive..., Puppets, Prop Making, Set Construction, Set Decoration, Stop Motion, Character Animation, Interaction Design, Typography, Photography, Art Direction, Creative Direction, 2.5D Animation, Art, Web Design, Interactive Advertising, Email Marketing, Drawing, Adobe Creative Suite
Education
University of Wisconsin-Milwaukee 2009 — 2013
Bachelor of Fine Arts, Film, Video, Animation, and New Genres
Milwaukee Area Technical College 2005 — 2007
Animation Courses
Madison Area Technical College 2000 — 2004
Associate's degree, Graphic Design
LAIKA, LLC January 2014 - Present
Robert W. Baird & Co. July 2013 - October 2013
Kate Balsley's "The Cucaranchula" April 2012 - July 2013
John Michael Kohler Art Center May 2010 - August 2010
HY Connect August 2008 - January 2009
HY Connect October 2006 - August 2008
American Girl June 2004 - August 2006
Skills
Illustration, Animation, Graphic Design, Character Design, Set Design, Front-End Web Design, Front-End Interactive..., Puppets, Prop Making, Set Construction, Set Decoration, Stop Motion, Character Animation, Interaction Design, Typography, Photography, Art Direction, Creative Direction, 2.5D Animation, Art, Web Design, Interactive Advertising, Email Marketing, Drawing, Adobe Creative Suite
Education
University of Wisconsin-Milwaukee 2009 — 2013
Bachelor of Fine Arts, Film, Video, Animation, and New Genres
Milwaukee Area Technical College 2005 — 2007
Animation Courses
Madison Area Technical College 2000 — 2004
Associate's degree, Graphic Design
Annemarie Falaniko's Robert W. Baird & Co. Experience May 2013 - May 2014
Job Market Data Analyst at William Blair & Company
Industry Information Technology and Services
Experience
William Blair & Company October 2014 - Present
Robert W. Baird & Co. May 2013 - May 2014
Green City Inc June 2012 - January 2013
lululemon athletica July 2010 - January 2013
Edgebrook Swim and Tennis Club May 2012 - September 2012
Edgebrook Swim and Tennis Club June 2008 - August 2012
Skills
PowerPoint, Leadership, Public Speaking, Microsoft Office, Social Media, Teamwork, Facebook, Microsoft Excel, Customer Service, Microsoft Word, Research, Database Design, QuickBooks, Problem Solving, MySQL, Project Management, HTML
Education
Marquette University 2010 — 2014
Information and Technology and Operations Supply Chain Management, Business Administration
Holy Names Academy 2006 — 2010
High School Diploma
William Blair & Company October 2014 - Present
Robert W. Baird & Co. May 2013 - May 2014
Green City Inc June 2012 - January 2013
lululemon athletica July 2010 - January 2013
Edgebrook Swim and Tennis Club May 2012 - September 2012
Edgebrook Swim and Tennis Club June 2008 - August 2012
Skills
PowerPoint, Leadership, Public Speaking, Microsoft Office, Social Media, Teamwork, Facebook, Microsoft Excel, Customer Service, Microsoft Word, Research, Database Design, QuickBooks, Problem Solving, MySQL, Project Management, HTML
Education
Marquette University 2010 — 2014
Information and Technology and Operations Supply Chain Management, Business Administration
Holy Names Academy 2006 — 2010
High School Diploma
David Giesen David Giesen's Robert W. Baird & Co. Experience March 1994 - February 1997
Job Managing Director at Navigant Capital Advisors
Industry Investment Banking
Experience
Navigant Capital Advisors April 2005 - Present
BearingPoint March 2003 - April 2005
Amtrak March 1999 - October 2002
Howe Barnes Hoefer & Arnett July 1997 - December 1998
Robert W. Baird & Co. March 1994 - February 1997
Kemper Securities, Inc. February 1992 - April 1994
Capital Resources Group, Inc. July 1989 - February 1992
Newspapers and Trade Journals June 1978 - July 1989
Skills
Valuation, Financial Advisory, Financial Forecasting, Mergers, Corporate Finance
Education
Quinlan School of Business, Loyola University Chicago 1984 — 1987
MBA, Finance
Marquette University 1974 — 1978
BA, Journalism
Navigant Capital Advisors April 2005 - Present
BearingPoint March 2003 - April 2005
Amtrak March 1999 - October 2002
Howe Barnes Hoefer & Arnett July 1997 - December 1998
Robert W. Baird & Co. March 1994 - February 1997
Kemper Securities, Inc. February 1992 - April 1994
Capital Resources Group, Inc. July 1989 - February 1992
Newspapers and Trade Journals June 1978 - July 1989
Skills
Valuation, Financial Advisory, Financial Forecasting, Mergers, Corporate Finance
Education
Quinlan School of Business, Loyola University Chicago 1984 — 1987
MBA, Finance
Marquette University 1974 — 1978
BA, Journalism
Alice Ogles's Robert W. Baird & Co. Experience September 2013 - May 2014
Job Portfolio Associate at Harris Associates
Industry Financial Services
Experience
Harris Associates February 2015 - Present
PNC Investments May 2014 - February 2015
Robert W. Baird & Co. September 2013 - May 2014
J.P. Morgan May 2013 - August 2013
Executive Benefits Network January 2012 - February 2013
Skills
Microsoft Excel, Financial Analysis, PowerPoint, Microsoft Word, Microsoft Office, Access, Financial Modeling, Data Analysis, Outlook, Customer Service, Analysis, Market Research, Teamwork, Team Leadership, Social Media, Process Improvement, Business Analysis, Research, Financial Reporting
Education
Marquette University 2010 — 2014
Finance and Economics
St. Francis High School 2006 — 2010
Harris Associates February 2015 - Present
PNC Investments May 2014 - February 2015
Robert W. Baird & Co. September 2013 - May 2014
J.P. Morgan May 2013 - August 2013
Executive Benefits Network January 2012 - February 2013
Skills
Microsoft Excel, Financial Analysis, PowerPoint, Microsoft Word, Microsoft Office, Access, Financial Modeling, Data Analysis, Outlook, Customer Service, Analysis, Market Research, Teamwork, Team Leadership, Social Media, Process Improvement, Business Analysis, Research, Financial Reporting
Education
Marquette University 2010 — 2014
Finance and Economics
St. Francis High School 2006 — 2010
Alexander Payant Alexander Payant's Robert W. Baird & Co. Experience March 2015 - Present
Job Busines Analyst Intern at Robert W. Baird & Co.
Industry Marketing and Advertising
Experience
Robert W. Baird & Co. March 2015 - Present
CNH Industrial March 2014 - August 2014
Granite Peak Ski Area December 2013 - February 2014
North Central Mechanical May 2013 - August 2013
Bass Lake Golf Course May 2010 - August 2013
Merry's Berries June 2012 - August 2012
Skills
Leadership, Event Planning, Soft Skills, Time Management, Information Systems, Flexible to Change, Microsoft Technologies, Marketing, Hardworker, Problem Solving, Reliable, Technology Skills, Trustworthy, Organizational Skills, Computer Skills, HTML
Education
Marquette University 2012 — 2016
Bachelor of Business Administration (BBA), Information Technology and Marketing, Sophomore
Antigo High School
Robert W. Baird & Co. March 2015 - Present
CNH Industrial March 2014 - August 2014
Granite Peak Ski Area December 2013 - February 2014
North Central Mechanical May 2013 - August 2013
Bass Lake Golf Course May 2010 - August 2013
Merry's Berries June 2012 - August 2012
Skills
Leadership, Event Planning, Soft Skills, Time Management, Information Systems, Flexible to Change, Microsoft Technologies, Marketing, Hardworker, Problem Solving, Reliable, Technology Skills, Trustworthy, Organizational Skills, Computer Skills, HTML
Education
Marquette University 2012 — 2016
Bachelor of Business Administration (BBA), Information Technology and Marketing, Sophomore
Antigo High School
Ed (Eddie) Sturkey Ed (Eddie) Sturkey's Robert W. Baird & Co. Experience May 2015 - Present
Job Portfolio Management Operations Supervisor, VP at Robert W. Baird & Co.
Industry Investment Management
Experience
Robert W. Baird & Co. May 2015 - Present
Robert W. Baird & Co. January 2015 - May 2015
Robert W. Baird & Co. January 2013 - December 2014
Robert W. Baird & Co. January 2011 - December 2012
Robert W. Baird November 2009 - December 2010
Wells Fargo Advantage Funds March 2008 - October 2009
Allen-Edmonds Shoe Corporation August 2007 - February 2008
Wal-Mart May 2006 - August 2006
Skills
Series 7, Mutual Funds, Investment Advisory, FINRA, Securities, Series 63, Investments, Customer Service, Series 24, Asset Allocation, Uniform Combined State..., Venture Capital, Management, Microsoft Excel, Private Equity, Investment Advisers Act, Investment Company Act, Project Management, Finance, Sales, Compliance, Digital Media, Board of Directors, Nonprofits, Strategic Planning, PowerPoint, Process Improvement, Adsense, Google Adwords, Journalism, Board Governance, SEC filings, Fundraising, Capital Campaigns
Education
Marquette University
Future Milwaukee Community Leadership Program
University of Wisconsin-Milwaukee - School of Business Administration 2011 — 2012
Post Baccalaureate Certificate in Entrepreneurship
University of Wisconsin-Milwaukee - School of Business Administration 2003 — 2007
Bachelor's, Finance, Marketing
Robert W. Baird & Co. May 2015 - Present
Robert W. Baird & Co. January 2015 - May 2015
Robert W. Baird & Co. January 2013 - December 2014
Robert W. Baird & Co. January 2011 - December 2012
Robert W. Baird November 2009 - December 2010
Wells Fargo Advantage Funds March 2008 - October 2009
Allen-Edmonds Shoe Corporation August 2007 - February 2008
Wal-Mart May 2006 - August 2006
Skills
Series 7, Mutual Funds, Investment Advisory, FINRA, Securities, Series 63, Investments, Customer Service, Series 24, Asset Allocation, Uniform Combined State..., Venture Capital, Management, Microsoft Excel, Private Equity, Investment Advisers Act, Investment Company Act, Project Management, Finance, Sales, Compliance, Digital Media, Board of Directors, Nonprofits, Strategic Planning, PowerPoint, Process Improvement, Adsense, Google Adwords, Journalism, Board Governance, SEC filings, Fundraising, Capital Campaigns
Education
Marquette University
Future Milwaukee Community Leadership Program
University of Wisconsin-Milwaukee - School of Business Administration 2011 — 2012
Post Baccalaureate Certificate in Entrepreneurship
University of Wisconsin-Milwaukee - School of Business Administration 2003 — 2007
Bachelor's, Finance, Marketing
Harlin Lipman Harlin Lipman's Robert W. Baird & Co. Experience April 2015 - Present
Job IT Client Services Internship at Robert W. Baird & Co.
Industry Information Technology and Services
Experience
Robert W. Baird & Co. April 2015 - Present
Marquette University December 2014 - March 2015
NEWaukee May 2014 - August 2014
Xavier University September 2013 - December 2013
Children's Hospital of Wisconsin June 2013 - August 2013
Spotify September 2013 - 2013
Wisconsin HOBY August 2011 - December 2012
Key Club January 2009 - May 2012
Senator Kohl May 2011 - August 2011
Skills
Communication, Volunteering, Journalism, Marketing Communications, Fundraising, Blogging, Community Outreach, Leadership, Public Relations, Internal Communications, Facebook, Creative Writing, New Media, Press Releases, Editing, Social Networking, MaxDB, Time Management, Strategic Partnerships, Social Media Marketing, Content Management, Content Strategy, Public Speaking, Online Marketing, Digital Media, WordPress, Strategic Communications, YouTube, Content Development, Newsletters, Social Media, Copy Editing
Education
Marquette University 2012 — 2016
Bachelor of Arts (B.A.), Information Technology, Marketing
University Lake School 2008 — 2012
Robert W. Baird & Co. April 2015 - Present
Marquette University December 2014 - March 2015
NEWaukee May 2014 - August 2014
Xavier University September 2013 - December 2013
Children's Hospital of Wisconsin June 2013 - August 2013
Spotify September 2013 - 2013
Wisconsin HOBY August 2011 - December 2012
Key Club January 2009 - May 2012
Senator Kohl May 2011 - August 2011
Skills
Communication, Volunteering, Journalism, Marketing Communications, Fundraising, Blogging, Community Outreach, Leadership, Public Relations, Internal Communications, Facebook, Creative Writing, New Media, Press Releases, Editing, Social Networking, MaxDB, Time Management, Strategic Partnerships, Social Media Marketing, Content Management, Content Strategy, Public Speaking, Online Marketing, Digital Media, WordPress, Strategic Communications, YouTube, Content Development, Newsletters, Social Media, Copy Editing
Education
Marquette University 2012 — 2016
Bachelor of Arts (B.A.), Information Technology, Marketing
University Lake School 2008 — 2012
Kate Gregory Kate Gregory's Robert W. Baird & Co. Experience March 2013 - Present
Job Registered Client Specialist at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. March 2013 - Present
Robert W. Baird & Co. June 2012 - April 2013
Consolidated Graphics- Wetzel Brothers, Inc. January 2010 - June 2012
Milwaukee Yacht Club June 2008 - August 2009
LUPUS FOUNDATION OF AMERICA May 2009 - June 2009
Skills
Customer Service, Inventory Management, Event Planning, PowerPoint, Project Estimation, Print Production..., Excel, Project Management, Outlook, Trade Shows, Marketing Communications, Event Management, Email Marketing, Volunteer Management, Access, Social Media Marketing, Leadership Development, Microsoft Excel, Sales, Time Management, Facebook
Education
Marquette University 2006 — 2009
BA, Broadcasting and Electronic Communication
ST. CLAIRE'S COLLEGE 2008 — 2008
Liberal Arts
Littleton High School
Robert W. Baird & Co. March 2013 - Present
Robert W. Baird & Co. June 2012 - April 2013
Consolidated Graphics- Wetzel Brothers, Inc. January 2010 - June 2012
Milwaukee Yacht Club June 2008 - August 2009
LUPUS FOUNDATION OF AMERICA May 2009 - June 2009
Skills
Customer Service, Inventory Management, Event Planning, PowerPoint, Project Estimation, Print Production..., Excel, Project Management, Outlook, Trade Shows, Marketing Communications, Event Management, Email Marketing, Volunteer Management, Access, Social Media Marketing, Leadership Development, Microsoft Excel, Sales, Time Management, Facebook
Education
Marquette University 2006 — 2009
BA, Broadcasting and Electronic Communication
ST. CLAIRE'S COLLEGE 2008 — 2008
Liberal Arts
Littleton High School
Daniel Redd Daniel Redd's Robert W. Baird & Co. Experience January 2015 - Present
Job PWM Compliance Intern at Robert W. Baird & Co.
Industry Accounting
Experience
Robert W. Baird & Co. January 2015 - Present
Argos Partners, LLC November 2014 - January 2015
Marquette University June 2014 - August 2014
Rosalita's Cantina June 2012 - August 2012
St. Johns Mercy Hospital May 2010 - August 2010
Skills
Accounting, Microsoft Excel, Teaching, PowerPoint, Research, Teamwork
Education
Marquette University 2011 — 2016
Bachelor’s Degree, Accounting
Robert W. Baird & Co. January 2015 - Present
Argos Partners, LLC November 2014 - January 2015
Marquette University June 2014 - August 2014
Rosalita's Cantina June 2012 - August 2012
St. Johns Mercy Hospital May 2010 - August 2010
Skills
Accounting, Microsoft Excel, Teaching, PowerPoint, Research, Teamwork
Education
Marquette University 2011 — 2016
Bachelor’s Degree, Accounting
Damarius Edwards's Robert W. Baird & Co. Experience January 2015 - Present
Job Client Services Intern at R.W Baird & Co.
Industry Financial Services
Experience
Marquette University August 2014 - Present
Marquette University October 2013 - Present
Robert W. Baird & Co. January 2015 - Present
Target June 2014 - October 2014
Marquette University August 2013 - May 2014
Marillac St. Vincent Family Services May 2013 - August 2013
Sodexo September 2012 - May 2013
Skills
Leadership, Great communications..., Dedication to work, Cash Flow, Energetic Self-Starter, Confidence Building, Management, Auditing, Financial Statements, Logistics Management, Talent Management, Recruiting, Public Speaking, Willing to Go the Extra..., Knowledge-hungry Learner, Communication, Customer Service
Education
Marquette University 2012 — 2016
Finance, Economics (Major)/Communications Studies (Minor), Junior
Marquette University 2012 — 2016
Economics & Finance
Marquette University August 2014 - Present
Marquette University October 2013 - Present
Robert W. Baird & Co. January 2015 - Present
Target June 2014 - October 2014
Marquette University August 2013 - May 2014
Marillac St. Vincent Family Services May 2013 - August 2013
Sodexo September 2012 - May 2013
Skills
Leadership, Great communications..., Dedication to work, Cash Flow, Energetic Self-Starter, Confidence Building, Management, Auditing, Financial Statements, Logistics Management, Talent Management, Recruiting, Public Speaking, Willing to Go the Extra..., Knowledge-hungry Learner, Communication, Customer Service
Education
Marquette University 2012 — 2016
Finance, Economics (Major)/Communications Studies (Minor), Junior
Marquette University 2012 — 2016
Economics & Finance
Jason Bednar, CFA's Robert W. Baird & Co. Experience January 2014 - Present
Job Senior Research Associate at Robert W. Baird & Co.
Industry Capital Markets
Experience
Robert W. Baird & Co. January 2014 - Present
Robert W. Baird & Co. July 2011 - January 2014
Robert W. Baird June 2008 - July 2011
Ziegler Capital Management June 2007 - December 2007
Skills
Financial Modeling, Financial Analysis, Equity Valuation, Bloomberg, Factset, Investments, Equities, Equity Research, Valuation, Capital Markets, Analysis, DCF, Due Diligence
Education
The University of Chicago - Booth School of Business 2012 — 2015
MBA Candidate
Marquette University 2004 — 2008
BS, Finance
Robert W. Baird & Co. January 2014 - Present
Robert W. Baird & Co. July 2011 - January 2014
Robert W. Baird June 2008 - July 2011
Ziegler Capital Management June 2007 - December 2007
Skills
Financial Modeling, Financial Analysis, Equity Valuation, Bloomberg, Factset, Investments, Equities, Equity Research, Valuation, Capital Markets, Analysis, DCF, Due Diligence
Education
The University of Chicago - Booth School of Business 2012 — 2015
MBA Candidate
Marquette University 2004 — 2008
BS, Finance
Betty Wellhoefer Hill Betty Wellhoefer Hill's Robert W. Baird & Co. Experience June 1994 - May 2013
Job President at Crescendo Wealth Management LLC
Industry Financial Services
Experience
Crescendo Wealth Management LLC May 2013 - Present
Robert W. Baird & Co. June 1994 - May 2013
Dictaphone 1992 - 1994
US Bank (previously known as Firstar & First Wisconsin) 1984 - 1992
Skills
Retirement Planning, Asset Allocation, Mutual Funds, Series 7, Wealth Management, Series 63, Insurance, Estate Planning, Finance, Retirement, 401k, Securities, Financial Advisory, Investments, IRAs, Strategic Financial..., Fixed Annuities
Education
Marquette University 1989 — 1991
MBA, Finance & Business Managment
University of Wisconsin-Eau Claire 1980 — 1984
BBA, Finance
Crescendo Wealth Management LLC May 2013 - Present
Robert W. Baird & Co. June 1994 - May 2013
Dictaphone 1992 - 1994
US Bank (previously known as Firstar & First Wisconsin) 1984 - 1992
Skills
Retirement Planning, Asset Allocation, Mutual Funds, Series 7, Wealth Management, Series 63, Insurance, Estate Planning, Finance, Retirement, 401k, Securities, Financial Advisory, Investments, IRAs, Strategic Financial..., Fixed Annuities
Education
Marquette University 1989 — 1991
MBA, Finance & Business Managment
University of Wisconsin-Eau Claire 1980 — 1984
BBA, Finance
Nick Herff's Robert W. Baird & Co. Experience June 2012 - June 2015
Job PR Associate at Greenhouse Partners
Industry Public Relations and Communications
Experience
Greenhouse Partners July 2015 - Present
Robert W. Baird & Co. June 2012 - June 2015
Lakeside Manufacturing January 2012 - June 2012
Bottom Line Marketing & Public Relations May 2011 - December 2011
United States House of Representatives January 2011 - April 2011
Milwaukee County Executive's Office August 2010 - December 2010
Marquette Journal September 2008 - May 2009
Skills
Public Relations, Social Media, Media Monitoring, Blogging, Social Networking, Media Relations, Publicity, SEO, Public Speaking, Public Policy, Relationship Marketing, Media Outreach, Strategic Planning, Networking, Newsletter Production, Media List Building, Marketing Communications, Strategic Public..., Press Releases, Presentations, Public Affairs, Branding & Identity, Bylined Articles, Consensus Building, Writing, Marketing, Storytelling, Content Marketing, Content Development, Content Strategy, Media Skills Training, Event Planning
Education
Marquette University 2008 — 2012
B.A., Public Relations, Political Science
Greenhouse Partners July 2015 - Present
Robert W. Baird & Co. June 2012 - June 2015
Lakeside Manufacturing January 2012 - June 2012
Bottom Line Marketing & Public Relations May 2011 - December 2011
United States House of Representatives January 2011 - April 2011
Milwaukee County Executive's Office August 2010 - December 2010
Marquette Journal September 2008 - May 2009
Skills
Public Relations, Social Media, Media Monitoring, Blogging, Social Networking, Media Relations, Publicity, SEO, Public Speaking, Public Policy, Relationship Marketing, Media Outreach, Strategic Planning, Networking, Newsletter Production, Media List Building, Marketing Communications, Strategic Public..., Press Releases, Presentations, Public Affairs, Branding & Identity, Bylined Articles, Consensus Building, Writing, Marketing, Storytelling, Content Marketing, Content Development, Content Strategy, Media Skills Training, Event Planning
Education
Marquette University 2008 — 2012
B.A., Public Relations, Political Science
Glen Lothary Glen Lothary's Robert W. Baird & Co. Experience June 2004 - Present
Job Senior Investment Consultant at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. June 2004 - Present
Education
Marquette University
Robert W. Baird & Co. June 2004 - Present
Education
Marquette University
Alyssa Spencer Alyssa Spencer's Robert W. Baird & Co. Experience November 2010 - December 2011
Job Registration Manager at BCD Meetings & Events
Industry Events Services
Experience
BCD Meetings & Events May 2015 - Present
Creative Group, Inc. October 2013 - May 2015
Mahler Enterprises February 2013 - October 2013
Kohl's Corporate January 2012 - February 2013
Robert W. Baird & Co. November 2010 - December 2011
Marquette University August 2009 - November 2010
Skills
Event Planning, Budgets, Management, Social Media Marketing, Event Management, PowerPoint
Education
Marquette University 2008 — 2011
Bachelor of Science, Business Administration
Vernon Hills High School
BCD Meetings & Events May 2015 - Present
Creative Group, Inc. October 2013 - May 2015
Mahler Enterprises February 2013 - October 2013
Kohl's Corporate January 2012 - February 2013
Robert W. Baird & Co. November 2010 - December 2011
Marquette University August 2009 - November 2010
Skills
Event Planning, Budgets, Management, Social Media Marketing, Event Management, PowerPoint
Education
Marquette University 2008 — 2011
Bachelor of Science, Business Administration
Vernon Hills High School
Carlos G. Amador-Domenech Carlos G. Amador-Domenech's Robert W. Baird & Co. Experience January 2012 - November 2014
Job Founder & CEO at CONZÚL, LLC
Industry Consumer Goods
Experience
CONZÚL, LLC January 2015 - Present
Robert W. Baird & Co. January 2012 - November 2014
Skills
Leadership, Business Strategy, Forecasting, Analysis, Management, Wealth Management..., Strategic Financial..., Entrepreneurship, Financial Services, Asset Management, Strategy, Financial Advisory, Financial Planning, Marketing, Public Speaking, Team Building, Investments, Strategic Planning
Education
Northwestern University 2012 — 2013
Certificate in Financial Planning, Financial Planning and Services
University of Wisconsin-Madison - School of Business 2010 — 2013
Master of Business Administration (MBA), Business Administration and Management, General
Marquette University 2002 — 2006
Bachelor's degree, International Business and Marketing; Spanish
CONZÚL, LLC January 2015 - Present
Robert W. Baird & Co. January 2012 - November 2014
Skills
Leadership, Business Strategy, Forecasting, Analysis, Management, Wealth Management..., Strategic Financial..., Entrepreneurship, Financial Services, Asset Management, Strategy, Financial Advisory, Financial Planning, Marketing, Public Speaking, Team Building, Investments, Strategic Planning
Education
Northwestern University 2012 — 2013
Certificate in Financial Planning, Financial Planning and Services
University of Wisconsin-Madison - School of Business 2010 — 2013
Master of Business Administration (MBA), Business Administration and Management, General
Marquette University 2002 — 2006
Bachelor's degree, International Business and Marketing; Spanish
Luke Junk, CFA Luke Junk, CFA's Robert W. Baird & Co. Experience January 2014 - Present
Job Research Associate at Robert W. Baird & Co.
Industry Capital Markets
Experience
Robert W. Baird & Co. January 2014 - Present
Robert W. Baird & Co. June 2010 - December 2013
Robert W. Baird June 2008 - July 2010
Artisan Partners September 2007 - January 2008
Robert W. Baird December 2006 - August 2007
Skills
Equity Research, Equities, Financial Analysis
Education
Marquette University 2004 — 2008
BS, Finance, Accounting
Robert W. Baird & Co. January 2014 - Present
Robert W. Baird & Co. June 2010 - December 2013
Robert W. Baird June 2008 - July 2010
Artisan Partners September 2007 - January 2008
Robert W. Baird December 2006 - August 2007
Skills
Equity Research, Equities, Financial Analysis
Education
Marquette University 2004 — 2008
BS, Finance, Accounting
Anthony Roethel's Robert W. Baird & Co. Experience August 2000 - November 2002
Job HR Specialist at Russell Investments
Industry Human Resources
Experience
Russell Investments May 2014 - Present
Russell Investments April 2012 - April 2014
Star Protection Agency, LLC at Russell Investments August 2008 - April 2012
US Army - 2/75th Ranger Regiment January 2004 - January 2008
Gibb Building Maintenance January 1995 - December 2003
Robert W. Baird & Co. August 2000 - November 2002
Skills
Human Resources, Workday, SharePoint Designer, SharePoint, Cornerstone, Ceridian, Ceridian Payroll System, Microsoft Office, Leadership, Management, Budgets, First Aid, Training, Cpr Certified, PeopleSoft, Emergency Management, Employee Training, Outlook, Firefighting, Account Management, Financial Analysis, Financial Reporting, Marketing, Payroll, Program Management, Team Leadership, Demolition, Training & Development, Accounting, Financial Accounting, Employee Benefits, Time Management, Firearms, Operations Management, Government - Secret..., Budgeting
Education
Marquette University 1999 — 2003
Bachelor of Science, Marketing
US Army Ranger School 2005 — 2005
Certificate, Leadership
US Army Airborne School 2004 — 2004
Certificate, Parachuting
Cedarburg High School 1996 — 1999
Diploma, General Education
Russell Investments May 2014 - Present
Russell Investments April 2012 - April 2014
Star Protection Agency, LLC at Russell Investments August 2008 - April 2012
US Army - 2/75th Ranger Regiment January 2004 - January 2008
Gibb Building Maintenance January 1995 - December 2003
Robert W. Baird & Co. August 2000 - November 2002
Skills
Human Resources, Workday, SharePoint Designer, SharePoint, Cornerstone, Ceridian, Ceridian Payroll System, Microsoft Office, Leadership, Management, Budgets, First Aid, Training, Cpr Certified, PeopleSoft, Emergency Management, Employee Training, Outlook, Firefighting, Account Management, Financial Analysis, Financial Reporting, Marketing, Payroll, Program Management, Team Leadership, Demolition, Training & Development, Accounting, Financial Accounting, Employee Benefits, Time Management, Firearms, Operations Management, Government - Secret..., Budgeting
Education
Marquette University 1999 — 2003
Bachelor of Science, Marketing
US Army Ranger School 2005 — 2005
Certificate, Leadership
US Army Airborne School 2004 — 2004
Certificate, Parachuting
Cedarburg High School 1996 — 1999
Diploma, General Education
Teresa Cirks's Robert W. Baird & Co. Experience September 1989 - February 1994
Job Senior Sales Representative / Boehringer Ingelheim
Industry Pharmaceuticals
Experience
Boehringer Ingelheim 2015 - Present
Johnson & Johnson August 2011 - April 2015
Allergan July 2010 - September 2011
Pfizer March 1998 - April 2009
Parke-Davis April 1998 - December 2001
Novartis January 1995 - February 1998
Wyeth Pharmaceuticals March 1994 - November 1995
Robert W. Baird & Co. September 1989 - February 1994
Skills
Customer Satisfaction, Sales Effectiveness, Product Launch, Oncology, Sales Management, Pharmaceutical Industry, Sales Operations, Pharmaceutical Sales, Neurology, Urology, CRM, Sales, Cold Calling, Strategic Planning, Endocrinology, Pulmonology, Managed Care, Selling, Sales Presentations, Cardiology, Medical Devices, Account Management, Diabetes, Leadership, Selling Skills, Gastroenterology, OB/GYN
Education
Manchester University 1985 — 1989
BS, Communication Studies
Boehringer Ingelheim 2015 - Present
Johnson & Johnson August 2011 - April 2015
Allergan July 2010 - September 2011
Pfizer March 1998 - April 2009
Parke-Davis April 1998 - December 2001
Novartis January 1995 - February 1998
Wyeth Pharmaceuticals March 1994 - November 1995
Robert W. Baird & Co. September 1989 - February 1994
Skills
Customer Satisfaction, Sales Effectiveness, Product Launch, Oncology, Sales Management, Pharmaceutical Industry, Sales Operations, Pharmaceutical Sales, Neurology, Urology, CRM, Sales, Cold Calling, Strategic Planning, Endocrinology, Pulmonology, Managed Care, Selling, Sales Presentations, Cardiology, Medical Devices, Account Management, Diabetes, Leadership, Selling Skills, Gastroenterology, OB/GYN
Education
Manchester University 1985 — 1989
BS, Communication Studies
Crystal Flath Crystal Flath's Robert W. Baird & Co. Experience April 2014 - Present
Job Human Capital Business Advisor at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. April 2014 - Present
Children's Hospital of Wisconsin June 2011 - April 2014
M&I Bank January 2004 - June 2011
M&I Bank January 2001 - January 2004
Education
Marquette University 2004 — 2006
Masters, Human Resources
University of Wisconsin-La Crosse 1996 — 2000
Bachelors, Psychology/Communications
Robert W. Baird & Co. April 2014 - Present
Children's Hospital of Wisconsin June 2011 - April 2014
M&I Bank January 2004 - June 2011
M&I Bank January 2001 - January 2004
Education
Marquette University 2004 — 2006
Masters, Human Resources
University of Wisconsin-La Crosse 1996 — 2000
Bachelors, Psychology/Communications
Brent Adams Brent Adams's Robert W. Baird & Co. Experience May 2012 - August 2012
Job Securities Trader/Research Specialist at Uniplan Investment Counsel, Inc.
Industry Financial Services
Experience
Uniplan Investment Counsel, Inc. September 2013 - Present
Robert W. Baird & Co. May 2012 - August 2012
Mason Street Advisors May 2011 - April 2012
Robert W. Baird & Co. November 2010 - May 2011
Mason Street Advisors June 2010 - August 2010
Skills
Financial Modeling, Bloomberg, Fixed Income, Analysis, Capital Markets, Securities, Bonds, Financial Services, Investments
Education
Marquette University 2009 — 2013
Bachelors of Science in Business Administration, Finance, Applied Investment Management
Milwaukee Lutheran HS
Uniplan Investment Counsel, Inc. September 2013 - Present
Robert W. Baird & Co. May 2012 - August 2012
Mason Street Advisors May 2011 - April 2012
Robert W. Baird & Co. November 2010 - May 2011
Mason Street Advisors June 2010 - August 2010
Skills
Financial Modeling, Bloomberg, Fixed Income, Analysis, Capital Markets, Securities, Bonds, Financial Services, Investments
Education
Marquette University 2009 — 2013
Bachelors of Science in Business Administration, Finance, Applied Investment Management
Milwaukee Lutheran HS
Ericka L Kelly's Robert W. Baird & Co. Experience December 2013 - February 2014
Job Marketing Professional
Industry Public Relations and Communications
Experience
Creative Marketing Resources, Inc. September 2014 - January 2015
Kohl's Corp May 2014 - August 2014
Robert W. Baird & Co. December 2013 - February 2014
Robert W. Baird & Co. June 2013 - September 2013
Robert W. Baird & Co. August 2011 - May 2013
DanceCircus Inc. September 2011 - November 2011
Office of Marketing & Communications- Marquette University January 2010 - January 2011
City Hall of Milwaukee June 2010 - August 2010
Skills
Social Media, Public Relations, Microsoft Excel, PowerPoint, Outlook, Project Management, Ethnographic Fieldwork, Developed Multipurpose..., Microsoft Office, SharePoint, CisionPoint, Adobe Acrobat, Newsletters, Photoshop, Event Planning, Public Speaking, Marketing, Digital Marketing, Press Releases, Facebook, Leadership, Social Networking, Community Outreach
Education
Marquette University 2009 — 2013
Bachelor of Arts (BA), Corporate Communications
Rufus King High School 2006 — 2009
Creative Marketing Resources, Inc. September 2014 - January 2015
Kohl's Corp May 2014 - August 2014
Robert W. Baird & Co. December 2013 - February 2014
Robert W. Baird & Co. June 2013 - September 2013
Robert W. Baird & Co. August 2011 - May 2013
DanceCircus Inc. September 2011 - November 2011
Office of Marketing & Communications- Marquette University January 2010 - January 2011
City Hall of Milwaukee June 2010 - August 2010
Skills
Social Media, Public Relations, Microsoft Excel, PowerPoint, Outlook, Project Management, Ethnographic Fieldwork, Developed Multipurpose..., Microsoft Office, SharePoint, CisionPoint, Adobe Acrobat, Newsletters, Photoshop, Event Planning, Public Speaking, Marketing, Digital Marketing, Press Releases, Facebook, Leadership, Social Networking, Community Outreach
Education
Marquette University 2009 — 2013
Bachelor of Arts (BA), Corporate Communications
Rufus King High School 2006 — 2009
Bonnie. Schaefer Bonnie. Schaefer's Robert W. Baird & Co. Experience May 2013 - Present
Job Vice President, Senior Talent Development Consultant, Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. May 2013 - Present
Bank of Montreal July 2011 - May 2013
Public Allies Milwaukee December 2010 - May 2013
Marshall & Ilsley Corporation December 1988 - July 2011
Skills
Leadership Development, Change Management, Strategic Planning, Presentation Coaching, MBTI, Coaching, Talent Development, Team Management, Organizational...
Education
Marquette University 1984 — 1986
Graduate School of Business
University of Wisconsin-Whitewater 1975 — 1979
BA, Social Welfare
Robert W. Baird & Co. May 2013 - Present
Bank of Montreal July 2011 - May 2013
Public Allies Milwaukee December 2010 - May 2013
Marshall & Ilsley Corporation December 1988 - July 2011
Skills
Leadership Development, Change Management, Strategic Planning, Presentation Coaching, MBTI, Coaching, Talent Development, Team Management, Organizational...
Education
Marquette University 1984 — 1986
Graduate School of Business
University of Wisconsin-Whitewater 1975 — 1979
BA, Social Welfare
Jen Haldemann, CFP® Jen Haldemann, CFP®'s Robert W. Baird & Co. Experience October 2003 - Present
Job Vice President, CERTIFIED FINANCIAL PLANNER TM at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. October 2003 - Present
Strong Financial Corporation September 2001 - October 2003
Skills
Public Speaking, Series 63, Portfolio Management, Asset Management, Estate Planning, Investment Advisory, Asset Allocation, Project Management, Saving for Education, Alternative Investments, Simple IRA, Series 7, Mutual Funds, Financial Analysis, Insurance, Roth IRA, FINRA, Microsoft Office, 401k Rollovers, Customer Service, Strategic Planning, Retirement Planning
Education
Marquette University
Master of Business Administration (MBA)
University of Wisconsin-Whitewater
Bachelor of Business Administration (BBA), Finance
Robert W. Baird & Co. October 2003 - Present
Strong Financial Corporation September 2001 - October 2003
Skills
Public Speaking, Series 63, Portfolio Management, Asset Management, Estate Planning, Investment Advisory, Asset Allocation, Project Management, Saving for Education, Alternative Investments, Simple IRA, Series 7, Mutual Funds, Financial Analysis, Insurance, Roth IRA, FINRA, Microsoft Office, 401k Rollovers, Customer Service, Strategic Planning, Retirement Planning
Education
Marquette University
Master of Business Administration (MBA)
University of Wisconsin-Whitewater
Bachelor of Business Administration (BBA), Finance
Jim Packee Jim Packee's Robert W. Baird & Co. Experience September 2011 - Present
Job Director at Robert W. Baird Fixed Income Sales
Industry Financial Services
Experience
Robert W. Baird & Co. September 2011 - Present
M&I Capital Markets July 2007 - July 2011
Skills
Bloomberg, Customer Service, Securities, Risk Management, Investments, Financial Modeling, Process Improvement, Asset Management, Retirement Planning, Fixed Income, Equities, Capital Markets, Portfolio Management, Sales, Financial Risk, Insurance, Marketing, Series 7, Asset Allocation, Public Speaking, Strategic Planning, Microsoft Office, Financial Analysis, Series 63, Financial Institutions, Mutual Funds, Leadership, Banking, Wealth Management, Loans
Education
Marquette University 2003 — 2007
BS, Marketing, Real Estate
Robert W. Baird & Co. September 2011 - Present
M&I Capital Markets July 2007 - July 2011
Skills
Bloomberg, Customer Service, Securities, Risk Management, Investments, Financial Modeling, Process Improvement, Asset Management, Retirement Planning, Fixed Income, Equities, Capital Markets, Portfolio Management, Sales, Financial Risk, Insurance, Marketing, Series 7, Asset Allocation, Public Speaking, Strategic Planning, Microsoft Office, Financial Analysis, Series 63, Financial Institutions, Mutual Funds, Leadership, Banking, Wealth Management, Loans
Education
Marquette University 2003 — 2007
BS, Marketing, Real Estate
Greg Treichel Greg Treichel's Robert W. Baird & Co. Experience January 2011 - Present
Job Senior IT Executive | Talent Development | Change Leadership
Industry Financial Services
Experience
Robert W. Baird & Co. January 2011 - Present
Robert W. Baird & Co. March 2010 - January 2011
Direct Supply, Inc. September 2007 - August 2009
Direct Supply, Inc. January 2001 - September 2007
Direct Supply, Inc. January 1999 - January 2001
Direct Supply, Inc. January 1997 - January 1999
Direct Supply, Inc. May 1993 - January 1997
Skills
SDLC, ITIL, Application Development, Organizational..., Executive Management, Software Development, Management, Vendor Management, IT Strategy, Program Management, Data Center, Change Management, Strategy, Integration, Project Portfolio..., Business Analysis, Business Intelligence, Enterprise Software, Information Technology, Cloud Computing, Leadership, Project Planning, CRM, E-commerce, Project Management, Governance, Business Process, Team Building, Databases, IT Management, Cross-functional Team..., Process Improvement, Microsoft SQL Server, Business Process..., Software Project...
Education
Marquette University 2012 — 2013
Master of Business Administration (MBA), International Business
Milwaukee School of Engineering 2009 — 2010
BS, Management - Information Systems
Milwaukee School of Engineering 1991 — 1995
Electrical Engineering, Management Systems - Computer Systems
Northeast Wisconsin Technical College (NWTC) 1989 — 1991
Associates, Electronics
Robert W. Baird & Co. January 2011 - Present
Robert W. Baird & Co. March 2010 - January 2011
Direct Supply, Inc. September 2007 - August 2009
Direct Supply, Inc. January 2001 - September 2007
Direct Supply, Inc. January 1999 - January 2001
Direct Supply, Inc. January 1997 - January 1999
Direct Supply, Inc. May 1993 - January 1997
Skills
SDLC, ITIL, Application Development, Organizational..., Executive Management, Software Development, Management, Vendor Management, IT Strategy, Program Management, Data Center, Change Management, Strategy, Integration, Project Portfolio..., Business Analysis, Business Intelligence, Enterprise Software, Information Technology, Cloud Computing, Leadership, Project Planning, CRM, E-commerce, Project Management, Governance, Business Process, Team Building, Databases, IT Management, Cross-functional Team..., Process Improvement, Microsoft SQL Server, Business Process..., Software Project...
Education
Marquette University 2012 — 2013
Master of Business Administration (MBA), International Business
Milwaukee School of Engineering 2009 — 2010
BS, Management - Information Systems
Milwaukee School of Engineering 1991 — 1995
Electrical Engineering, Management Systems - Computer Systems
Northeast Wisconsin Technical College (NWTC) 1989 — 1991
Associates, Electronics
Jim Zuleger Jim Zuleger's Robert W. Baird & Co. Experience February 2002 - Present
Job Vice President Investments at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. February 2002 - Present
Skills
Investments, Retirement Planning, Mutual Funds, Wealth Management, Retirement, Investment Strategies, Financial Advisory, Portfolio Management, 401k, Asset Allocation, Estate Planning, Securities, Alternative Investments, Asset Management, Finance, Equities, Variable Annuities, Small Business, Financial Planners, High Net Worth..., Strategic Financial..., Fixed Annuities, Financial Services
Education
Marquette University 1995 — 1999
BA - Communication
Xavier High School 1991 — 1995
Robert W. Baird & Co. February 2002 - Present
Skills
Investments, Retirement Planning, Mutual Funds, Wealth Management, Retirement, Investment Strategies, Financial Advisory, Portfolio Management, 401k, Asset Allocation, Estate Planning, Securities, Alternative Investments, Asset Management, Finance, Equities, Variable Annuities, Small Business, Financial Planners, High Net Worth..., Strategic Financial..., Fixed Annuities, Financial Services
Education
Marquette University 1995 — 1999
BA - Communication
Xavier High School 1991 — 1995
Drew Baumgartner Drew Baumgartner's Robert W. Baird & Co. Experience May 2003 - August 2004
Job Senior Director Business Development at Surgical Care Affiliates
Industry Management Consulting
Experience
Surgical Care Affiliates August 2015 - Present
Navigant March 2015 - August 2015
Navigant Consulting September 2013 - February 2015
Navigant Consulting September 2010 - August 2013
Kaufman Hall June 2008 - August 2010
Epic August 2005 - August 2006
Robert W. Baird & Co. May 2003 - August 2004
Skills
Financial Modeling, Financial Analysis, Due Diligence, Mergers & Acquisitions, Valuation, Business Valuation, Corporate Finance, Strategy, Management Consulting, Restructuring, Venture Capital, Business Strategy, Data Analysis, Management, Strategic Planning
Education
University of Notre Dame 2001 — 2005
BBA, Finance
Marquette University 2006 — 2007
MBA
Surgical Care Affiliates August 2015 - Present
Navigant March 2015 - August 2015
Navigant Consulting September 2013 - February 2015
Navigant Consulting September 2010 - August 2013
Kaufman Hall June 2008 - August 2010
Epic August 2005 - August 2006
Robert W. Baird & Co. May 2003 - August 2004
Skills
Financial Modeling, Financial Analysis, Due Diligence, Mergers & Acquisitions, Valuation, Business Valuation, Corporate Finance, Strategy, Management Consulting, Restructuring, Venture Capital, Business Strategy, Data Analysis, Management, Strategic Planning
Education
University of Notre Dame 2001 — 2005
BBA, Finance
Marquette University 2006 — 2007
MBA
R. Cory Colvin, CFA's Robert W. Baird & Co. Experience January 2014 - Present
Job Director of PWM Business Development at Robert W. Baird & Co.
Industry Investment Management
Experience
Robert W. Baird & Co. January 2014 - Present
Robert W. Baird & Co., Incorporated April 2010 - Present
Robert W. Baird & Co., Incorporated June 2005 - April 2010
Crabel Capital Management, USVI August 2004 - June 2005
Precision Marketing Partners, LLC November 2001 - August 2004
Strong Capital Management June 1996 - November 2001
Skills
Asset Allocation, Investment Advisory, Alternative Investments, Mutual Funds, Wealth Management, Equities, Asset Management, Portfolio Management, Wealth Management..., Asset Managment, Hedge Funds, Investment Strategies, Investments, Securities, Series 7, Strategy
Education
Marquette University 1999 — 2001
MBA, Finance
University of Wisconsin-Oshkosh 1991 — 1996
BBA, Finance
Robert W. Baird & Co. January 2014 - Present
Robert W. Baird & Co., Incorporated April 2010 - Present
Robert W. Baird & Co., Incorporated June 2005 - April 2010
Crabel Capital Management, USVI August 2004 - June 2005
Precision Marketing Partners, LLC November 2001 - August 2004
Strong Capital Management June 1996 - November 2001
Skills
Asset Allocation, Investment Advisory, Alternative Investments, Mutual Funds, Wealth Management, Equities, Asset Management, Portfolio Management, Wealth Management..., Asset Managment, Hedge Funds, Investment Strategies, Investments, Securities, Series 7, Strategy
Education
Marquette University 1999 — 2001
MBA, Finance
University of Wisconsin-Oshkosh 1991 — 1996
BBA, Finance
Katherine Schoen, CFA, CAIA's Robert W. Baird & Co. Experience March 2008 - Present
Job Senior Analyst at Robert W. Baird
Industry Financial Services
Experience
CFA Society of Milwaukee July 2015 - Present
Girls on the Run of Greater Milwaukee January 2013 - Present
Robert W. Baird April 2008 - Present
Robert W. Baird & Co. March 2008 - Present
Wells Capital Management May 2007 - August 2007
Skills
Equities, Mutual Funds, Series 63, Series 7, Portfolio Management, Investments, Alternative Investments, Asset Management, Investment Strategies, Wealth Management, Finance, Securities
Education
Marquette University 2004 — 2008
BS, Finance, International Business, AIM, 3.5
CFA Society of Milwaukee July 2015 - Present
Girls on the Run of Greater Milwaukee January 2013 - Present
Robert W. Baird April 2008 - Present
Robert W. Baird & Co. March 2008 - Present
Wells Capital Management May 2007 - August 2007
Skills
Equities, Mutual Funds, Series 63, Series 7, Portfolio Management, Investments, Alternative Investments, Asset Management, Investment Strategies, Wealth Management, Finance, Securities
Education
Marquette University 2004 — 2008
BS, Finance, International Business, AIM, 3.5
J.R. Richards AAMS J.R. Richards AAMS's Robert W. Baird & Co. Experience January 2011 - Present
Job Financial Advisor at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. January 2011 - Present
UBS Financial Services Inc. January 2006 - January 2011
Northside Community Bank August 2003 - December 2005
Skills
Retirement Planning, Estate Planning, Insurance, Wealth Management, Asset Allocation, College Savings Plans, Investment Strategies, Alternative Investments, Trust Management, Investments, Financial Advisory, Strategic Financial..., Financial Services, Series 7, Finance, Financial Planning, Financial Analysis, Portfolio Management, Mutual Funds
Education
Marquette University 1998 — 2002
Finance, Investments
Robert W. Baird & Co. January 2011 - Present
UBS Financial Services Inc. January 2006 - January 2011
Northside Community Bank August 2003 - December 2005
Skills
Retirement Planning, Estate Planning, Insurance, Wealth Management, Asset Allocation, College Savings Plans, Investment Strategies, Alternative Investments, Trust Management, Investments, Financial Advisory, Strategic Financial..., Financial Services, Series 7, Finance, Financial Planning, Financial Analysis, Portfolio Management, Mutual Funds
Education
Marquette University 1998 — 2002
Finance, Investments
Nick Anderson, CFA Nick Anderson, CFA's Robert W. Baird & Co. Experience July 2012 - Present
Job Healthcare Investment Banking
Industry Investment Banking
Experience
Robert W. Baird & Co. July 2012 - Present
Medco June 2011 - August 2011
Blue Cross Blue Shield of Minnesota September 2005 - July 2010
Jeffrey Slocum & Associates August 2004 - August 2005
Education
University of Pennsylvania - The Wharton School 2010 — 2012
MBA, Health Care Management
Macalester College 2000 — 2004
BA, Economics, Spanish
Robert W. Baird & Co. July 2012 - Present
Medco June 2011 - August 2011
Blue Cross Blue Shield of Minnesota September 2005 - July 2010
Jeffrey Slocum & Associates August 2004 - August 2005
Education
University of Pennsylvania - The Wharton School 2010 — 2012
MBA, Health Care Management
Macalester College 2000 — 2004
BA, Economics, Spanish
Tom Dybro's Robert W. Baird & Co. Experience June 2014 - Present
Job Director of Talent Development at Robert W. Baird & Co.
Industry Information Technology and Services
Experience
Robert W. Baird & Co. June 2014 - Present
Robert W. Baird & Co. September 2009 - Present
Education
Marquette University 1992 — 1995
MA, Organizational Communication
University of Wisconsin-Stevens Point
BA, Organizational Communication, Political Science
Robert W. Baird & Co. June 2014 - Present
Robert W. Baird & Co. September 2009 - Present
Education
Marquette University 1992 — 1995
MA, Organizational Communication
University of Wisconsin-Stevens Point
BA, Organizational Communication, Political Science
Ethan Wooster, CBAP Ethan Wooster, CBAP's Robert W. Baird & Co. Experience January 2015 - Present
Job Senior Business Analyst | Assistant Vice President | Certified Business Analysis Professional at Robert W. Baird & Co.
Industry Information Technology and Services
Experience
Robert W. Baird & Co. January 2015 - Present
Robert W. Baird & Co. March 2012 - January 2015
Direct Supply October 2009 - February 2012
Aptura, a Direct Supply Company November 2008 - September 2009
Direct Supply May 2006 - October 2008
Direct Supply June 2003 - May 2006
Direct Supply February 2000 - May 2003
Johnson Controls October 1998 - February 2000
Skills
Data Analysis, Data Modeling, Process Flow, Business Analysis, Requirements Analysis, Business Process..., Requirements Gathering, Requirements Management, Business Relationship..., SQL, Prototyping, Agile Project Management, Kanban, Scrum, Certified Business..., Enterprise Analysis, Visio, Troubleshooting, Analysis, User Stories, Business Process Design, Cross-functional Team..., Process Improvement, SDLC, Testing, ITIL, SharePoint, Agile Methodologies, Business Requirements, Business Process..., Vendor Management, Business Process, User Acceptance Testing, Business Process Mapping, Microsoft SQL Server, SaaS, Solution Architecture, Integration
Education
Marquette University 1996 — 2000
B.S., Information Technology, Business Administration
Robert W. Baird & Co. January 2015 - Present
Robert W. Baird & Co. March 2012 - January 2015
Direct Supply October 2009 - February 2012
Aptura, a Direct Supply Company November 2008 - September 2009
Direct Supply May 2006 - October 2008
Direct Supply June 2003 - May 2006
Direct Supply February 2000 - May 2003
Johnson Controls October 1998 - February 2000
Skills
Data Analysis, Data Modeling, Process Flow, Business Analysis, Requirements Analysis, Business Process..., Requirements Gathering, Requirements Management, Business Relationship..., SQL, Prototyping, Agile Project Management, Kanban, Scrum, Certified Business..., Enterprise Analysis, Visio, Troubleshooting, Analysis, User Stories, Business Process Design, Cross-functional Team..., Process Improvement, SDLC, Testing, ITIL, SharePoint, Agile Methodologies, Business Requirements, Business Process..., Vendor Management, Business Process, User Acceptance Testing, Business Process Mapping, Microsoft SQL Server, SaaS, Solution Architecture, Integration
Education
Marquette University 1996 — 2000
B.S., Information Technology, Business Administration
Alaa Ibrahim's Robert W. Baird & Co. Experience March 2013 - March 2014
Job Corporate Debt Products Analyst at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch July 2015 - Present
Northwestern Mutual Capital May 2014 - August 2014
Robert W. Baird & Co. March 2013 - March 2014
Six Flags Great America October 2011 - October 2013
The Walt Disney Company August 2012 - December 2012
Six Flags Great America January 2011 - October 2011
Six Flags Great America February 2008 - January 2011
Six Flags Great America February 2010 - October 2010
Skills
Financial Modeling, Microsoft Excel, Investments, Credit Risk, Credit Analysis, Business Valuation, Financial Analysis, Alternative Investments, Value Investing, Equity Research Analysis, Labor Optimization, Accounting, Business Strategy, Training & Development, Financial Planning, Microsoft Office, Efficiency Improvement, Excel, Technical Training, SPC, Training, Interviewing, Employee Training, Budgets, Valuation, Team Building
Education
Marquette University 2012 — 2015
Bachelor of Science in Business Administration, Finance, GPA: 3.53/4.00
Bank of America Merrill Lynch July 2015 - Present
Northwestern Mutual Capital May 2014 - August 2014
Robert W. Baird & Co. March 2013 - March 2014
Six Flags Great America October 2011 - October 2013
The Walt Disney Company August 2012 - December 2012
Six Flags Great America January 2011 - October 2011
Six Flags Great America February 2008 - January 2011
Six Flags Great America February 2010 - October 2010
Skills
Financial Modeling, Microsoft Excel, Investments, Credit Risk, Credit Analysis, Business Valuation, Financial Analysis, Alternative Investments, Value Investing, Equity Research Analysis, Labor Optimization, Accounting, Business Strategy, Training & Development, Financial Planning, Microsoft Office, Efficiency Improvement, Excel, Technical Training, SPC, Training, Interviewing, Employee Training, Budgets, Valuation, Team Building
Education
Marquette University 2012 — 2015
Bachelor of Science in Business Administration, Finance, GPA: 3.53/4.00
Karina Moreno Karina Moreno's Robert W. Baird & Co. Experience August 2012 - January 2014
Job Associate at Mercer
Industry Financial Services
Experience
Mercer October 2014 - Present
OCC February 2014 - October 2014
Robert W. Baird & Co. August 2012 - January 2014
Robert W. Baird & Co. September 2009 - August 2012
Skills
Risk Management, Investments, Bloomberg, Asset Management, Finance, Series 7, Equities, Mutual Funds, Valuation, Fixed Income, Financial Modeling, Asset Allocation, Wealth Management, Securities, Series 63, Financial Analysis
Education
Marquette University 2005 — 2009
Bachelor of Science (B.S.), Finance, General
Cristo Rey Jesuit High School 2001 — 2005
Mercer October 2014 - Present
OCC February 2014 - October 2014
Robert W. Baird & Co. August 2012 - January 2014
Robert W. Baird & Co. September 2009 - August 2012
Skills
Risk Management, Investments, Bloomberg, Asset Management, Finance, Series 7, Equities, Mutual Funds, Valuation, Fixed Income, Financial Modeling, Asset Allocation, Wealth Management, Securities, Series 63, Financial Analysis
Education
Marquette University 2005 — 2009
Bachelor of Science (B.S.), Finance, General
Cristo Rey Jesuit High School 2001 — 2005
Greg Sirotek Greg Sirotek's Robert W. Baird & Co. Experience July 2008 - August 2010
Job Supply Growth at Airbnb
Industry Computer Software
Experience
Airbnb May 2015 - Present
RentMethod August 2010 - Present
Robert W. Baird & Co. July 2008 - August 2010
Skills
Financial Modeling, Valuation, HTML, Investment Banking, Financial Analysis, Excel, PowerPoint, Microsoft Excel, Venture Capital, Investments, Finance, Start-ups, Due Diligence, Corporate Finance
Education
Marquette University 2004 — 2008
Bachelor of Science (BS), Finance, Magna Cum Laude
Airbnb May 2015 - Present
RentMethod August 2010 - Present
Robert W. Baird & Co. July 2008 - August 2010
Skills
Financial Modeling, Valuation, HTML, Investment Banking, Financial Analysis, Excel, PowerPoint, Microsoft Excel, Venture Capital, Investments, Finance, Start-ups, Due Diligence, Corporate Finance
Education
Marquette University 2004 — 2008
Bachelor of Science (BS), Finance, Magna Cum Laude
Daniel Zumba Daniel Zumba's Robert W. Baird & Co. Experience May 2014 - August 2014
Job Recent Graduate in Finance and Accounting from Marquette University
Industry Financial Services
Experience
Robert W. Baird & Co. May 2014 - August 2014
Robert W. Baird & Co. May 2013 - April 2014
Shoreacres Country Club June 2008 - August 2011
Skills
Microsoft Office, Microsoft Excel, Customer Service, PowerPoint, Leadership, Microsoft Word, Management, Data Analysis, Financial Analysis, Team Work, Finance, Accounting, Bloomberg
Education
Marquette University 2010 — 2015
Bachelor of Business Administration (BBA), Accounting and Finance, Alumn
Saint Patrick High School 2006 — 2010
Secondary Education
Robert W. Baird & Co. May 2014 - August 2014
Robert W. Baird & Co. May 2013 - April 2014
Shoreacres Country Club June 2008 - August 2011
Skills
Microsoft Office, Microsoft Excel, Customer Service, PowerPoint, Leadership, Microsoft Word, Management, Data Analysis, Financial Analysis, Team Work, Finance, Accounting, Bloomberg
Education
Marquette University 2010 — 2015
Bachelor of Business Administration (BBA), Accounting and Finance, Alumn
Saint Patrick High School 2006 — 2010
Secondary Education
Jane Kolacki's Robert W. Baird & Co. Experience July 2015 - Present
Job Human Capital Intern at Robert W. Baird & Co.
Industry Public Relations and Communications
Experience
Robert W. Baird & Co. July 2015 - Present
Western Golf Association/Evans Scholars Foundation May 2014 - August 2014
Cog Hill Golf and Country Club 2010 - 2014
Skills
Teamwork, Communication, Intrapersonal Skills, Golf, Leadership, Microsoft Office, Coworking, Study Skills, Microsoft Word, PowerPoint, Group Work, Fundraising
Education
Marquette University 2013 — 2017
Lockport Township High School 2009 — 2013
Robert W. Baird & Co. July 2015 - Present
Western Golf Association/Evans Scholars Foundation May 2014 - August 2014
Cog Hill Golf and Country Club 2010 - 2014
Skills
Teamwork, Communication, Intrapersonal Skills, Golf, Leadership, Microsoft Office, Coworking, Study Skills, Microsoft Word, PowerPoint, Group Work, Fundraising
Education
Marquette University 2013 — 2017
Lockport Township High School 2009 — 2013
Marjorie Huseth Marjorie Huseth's Robert W. Baird & Co. Experience 1993 - 2010
Job Model, selfemployed
Industry Music
Experience
Self-employed 2010 - Present
Robert W. Baird & Co. 1993 - 2010
Skills
Social Networking, Music, Event Management, Microsoft Office, Investments, Teaching, Social Media Marketing, Social Media, Event Planning, Portfolio Management, Nonprofits, Program Development, Customer Service, Leadership, Financial Analysis, Microsoft Excel, Strategic Planning, Community Outreach, I play healing flute..., Modeling, Acting
Education
Music for Healing & Transition 2009 — 2010
Certified Music Practitioner
Macalester College
B.A., Communication Management
Self-employed 2010 - Present
Robert W. Baird & Co. 1993 - 2010
Skills
Social Networking, Music, Event Management, Microsoft Office, Investments, Teaching, Social Media Marketing, Social Media, Event Planning, Portfolio Management, Nonprofits, Program Development, Customer Service, Leadership, Financial Analysis, Microsoft Excel, Strategic Planning, Community Outreach, I play healing flute..., Modeling, Acting
Education
Music for Healing & Transition 2009 — 2010
Certified Music Practitioner
Macalester College
B.A., Communication Management
Devan D'Silva Devan D'Silva's Robert W. Baird & Co. Experience June 2013 - Present
Job Business Analyst Capital Markets at Robert W. Baird & Co.
Industry Higher Education
Experience
Robert W. Baird & Co. June 2013 - Present
University Tees February 2012 - June 2013
Marquette University August 2010 - May 2013
Limited Brands November 2012 - January 2013
Limited Brands - Victoria's Secret PINK November 2009 - January 2013
National Panhellenic Association November 2011 - December 2012
Limited Brands - Victoria's Secret June 2012 - August 2012
Harper College June 2008 - August 2012
Skills
Customer Service, Facebook, Marketing, Social Media, Sales, Team Leadership, IT Management, Social Networking, Leadership, Event Planning, Data Analysis, Time Management, Management, PowerPoint
Education
Marquette University 2009 — 2013
Bachelor's, Marketing & Information Technology; Minor: Psychology
Robert W. Baird & Co. June 2013 - Present
University Tees February 2012 - June 2013
Marquette University August 2010 - May 2013
Limited Brands November 2012 - January 2013
Limited Brands - Victoria's Secret PINK November 2009 - January 2013
National Panhellenic Association November 2011 - December 2012
Limited Brands - Victoria's Secret June 2012 - August 2012
Harper College June 2008 - August 2012
Skills
Customer Service, Facebook, Marketing, Social Media, Sales, Team Leadership, IT Management, Social Networking, Leadership, Event Planning, Data Analysis, Time Management, Management, PowerPoint
Education
Marquette University 2009 — 2013
Bachelor's, Marketing & Information Technology; Minor: Psychology
Kirsten Swedberg's Robert W. Baird & Co. Experience May 2015 - Present
Job Client Assistant at Robert W. Baird & Co.
Industry Higher Education
Experience
Robert W. Baird & Co. May 2015 - Present
Robert W. Baird & Co. May 2014 - Present
Family Home June 2013 - August 2013
Levy Restaurants May 2013 - August 2013
Rent The Runway August 2012 - May 2013
Family Home June 2012 - August 2012
Arlington Park May 2011 - August 2011
Education
Marquette University 2011 — 2015
Currently Enrolled, Corporate Communications, Marketing and Spanish, Junior
Saint Louis University Madrid 2013 — 2013
Bachelor's degree, Corporate Communications, Junior
Robert W. Baird & Co. May 2015 - Present
Robert W. Baird & Co. May 2014 - Present
Family Home June 2013 - August 2013
Levy Restaurants May 2013 - August 2013
Rent The Runway August 2012 - May 2013
Family Home June 2012 - August 2012
Arlington Park May 2011 - August 2011
Education
Marquette University 2011 — 2015
Currently Enrolled, Corporate Communications, Marketing and Spanish, Junior
Saint Louis University Madrid 2013 — 2013
Bachelor's degree, Corporate Communications, Junior
Bridget Bolotin's Robert W. Baird & Co. Experience May 2012 - December 2012
Job Senior IT Management Consultant at Plante Moran
Industry Information Technology and Services
Experience
Plante Moran September 2015 - Present
Northern Trust Corporation January 2014 - September 2015
Northern Trust Corporation June 2013 - January 2014
Robert W. Baird & Co. May 2012 - December 2012
Harley-Davidson Motor Company July 2011 - January 2012
Marquette Warrior July 2010 - June 2011
Waddell & Reed, Financial Services May 2010 - August 2010
Skills
Outlook, MS Project, Microsoft Excel, Public Speaking, PowerPoint, Visio, Active Directory, Open Project, Microsoft Access, VMware, MySQL, Tivoli Provisioning..., Disaster Recovery, Business Continuity, VB.NET, Tivoli Identity Manager, Visual Basic.NET, Tivoli Endpoint Manager, AD/AM, ITIM, Software Documentation, ServiceNow, ePro
Education
Marquette University 2009 — 2013
Bachelor of Science Degree in Business Administration, Information Technology, Operations & Supply Chain Management
ESG Paris School of Business 2012 — 2012
Bachelor of Business Administration (BBA), Business Administration and Management, General, Junior
Neuqua Valley High School 2005 — 2009
High School Diploma
Plante Moran September 2015 - Present
Northern Trust Corporation January 2014 - September 2015
Northern Trust Corporation June 2013 - January 2014
Robert W. Baird & Co. May 2012 - December 2012
Harley-Davidson Motor Company July 2011 - January 2012
Marquette Warrior July 2010 - June 2011
Waddell & Reed, Financial Services May 2010 - August 2010
Skills
Outlook, MS Project, Microsoft Excel, Public Speaking, PowerPoint, Visio, Active Directory, Open Project, Microsoft Access, VMware, MySQL, Tivoli Provisioning..., Disaster Recovery, Business Continuity, VB.NET, Tivoli Identity Manager, Visual Basic.NET, Tivoli Endpoint Manager, AD/AM, ITIM, Software Documentation, ServiceNow, ePro
Education
Marquette University 2009 — 2013
Bachelor of Science Degree in Business Administration, Information Technology, Operations & Supply Chain Management
ESG Paris School of Business 2012 — 2012
Bachelor of Business Administration (BBA), Business Administration and Management, General, Junior
Neuqua Valley High School 2005 — 2009
High School Diploma
Brett Hornung's Robert W. Baird & Co. Experience May 2015 - Present
Job PWM Compliance Intern at Robert W. Baird & Co.
Industry Law Practice
Experience
Robert W. Baird & Co. May 2015 - Present
Marquette Athletic Support Center September 2012 - Present
Marquette Men's Lacrosse June 2012 - Present
The Law Offices of Timothy M. Sullivan December 2012 - January 2015
Knorr-Bremse CVS China June 2014 - July 2014
Skills
Political Science, International Relations, PowerPoint, Corporate Law, Mandarin, Chinese culture, Public Speaking, Microsoft Office, Government, Human Rights, International Law, Microsoft Excel, Teamwork, Legal Compliance, Microsoft Word, Social Media, Event Planning, Leadership, Research, Time Management, East Asian Studies, Chinese politics, Business, Foreign Policy, Foreign Affairs, Private Equity, Investment Banking
Education
Marquette University 2012 — 2016
International Relations and Affairs & Political Science (majors), Asian Studies & Economics (minors), Senior
The Beijing Center 2013 — 2013
Business Chinese, Sophomore
Saint Ignatius High School 2008 — 2012
Diploma
Robert W. Baird & Co. May 2015 - Present
Marquette Athletic Support Center September 2012 - Present
Marquette Men's Lacrosse June 2012 - Present
The Law Offices of Timothy M. Sullivan December 2012 - January 2015
Knorr-Bremse CVS China June 2014 - July 2014
Skills
Political Science, International Relations, PowerPoint, Corporate Law, Mandarin, Chinese culture, Public Speaking, Microsoft Office, Government, Human Rights, International Law, Microsoft Excel, Teamwork, Legal Compliance, Microsoft Word, Social Media, Event Planning, Leadership, Research, Time Management, East Asian Studies, Chinese politics, Business, Foreign Policy, Foreign Affairs, Private Equity, Investment Banking
Education
Marquette University 2012 — 2016
International Relations and Affairs & Political Science (majors), Asian Studies & Economics (minors), Senior
The Beijing Center 2013 — 2013
Business Chinese, Sophomore
Saint Ignatius High School 2008 — 2012
Diploma
Karley Rouse's Robert W. Baird & Co. Experience September 2015 - Present
Job Fixed Income Capital Markets Business Analyst
Industry Financial Services
Experience
Robert W. Baird & Co. September 2015 - Present
Edward Jones June 2014 - May 2015
The Snuggery May 2011 - June 2014
American Hotel Register Company June 2013 - August 2013
Firewood Restaurant and Sports Lounge March 2009 - August 2010
Skills
Microsoft Word, Microsoft PowerPoint, Microsoft Excel, Social Media, Public Speaking, Spanish, Fundraising, Data Entry, Time Management, PowerPoint, Access, Social Networking, Analysis, Event Planning, Leadership, Facebook
Education
Marquette University 2010 — 2014
Bachelor of Science in Business Administration, Finance and Marketing Majors, Spanish Minor
Johnsburg High School 2006 — 2010
High School Diploma
Robert W. Baird & Co. September 2015 - Present
Edward Jones June 2014 - May 2015
The Snuggery May 2011 - June 2014
American Hotel Register Company June 2013 - August 2013
Firewood Restaurant and Sports Lounge March 2009 - August 2010
Skills
Microsoft Word, Microsoft PowerPoint, Microsoft Excel, Social Media, Public Speaking, Spanish, Fundraising, Data Entry, Time Management, PowerPoint, Access, Social Networking, Analysis, Event Planning, Leadership, Facebook
Education
Marquette University 2010 — 2014
Bachelor of Science in Business Administration, Finance and Marketing Majors, Spanish Minor
Johnsburg High School 2006 — 2010
High School Diploma
Katie Podmokly Katie Podmokly's Robert W. Baird & Co. Experience March 2015 - Present
Job Manager, Strategic Change Office at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. March 2015 - Present
Goodwill Industries of Southeastern Wisconsin, Inc. October 2014 - February 2015
Goodwill Industries of Southeast Wisconsin, Inc. May 2011 - February 2015
Goodwill Industries of Southeastern Wisconsin August 2010 - May 2011
Baker Tilly Virchow Krause, LLP September 2009 - August 2010
Baker Tilly Virchow Krause, LLP June 2007 - September 2009
Marquette University August 2004 - May 2007
Johnson Financial Group May 2006 - August 2006
U.S. House of Representatives January 2005 - May 2005
Skills
Project Management, Process Improvement, Management Consulting, Operations Management, Quality Assurance, Client Relationship...
Education
Marquette University 2013 — 2014
Future Milwaukee, College of Professional Studies, Community Leadership & Professional Development
Marquette University 2003 — 2007
Business Administration, Marketing
National University of Ireland, Galway 2006 — 2006
International Business
Marquette University Les Aspin Center for Government 2005 — 2005
US Politics
Robert W. Baird & Co. March 2015 - Present
Goodwill Industries of Southeastern Wisconsin, Inc. October 2014 - February 2015
Goodwill Industries of Southeast Wisconsin, Inc. May 2011 - February 2015
Goodwill Industries of Southeastern Wisconsin August 2010 - May 2011
Baker Tilly Virchow Krause, LLP September 2009 - August 2010
Baker Tilly Virchow Krause, LLP June 2007 - September 2009
Marquette University August 2004 - May 2007
Johnson Financial Group May 2006 - August 2006
U.S. House of Representatives January 2005 - May 2005
Skills
Project Management, Process Improvement, Management Consulting, Operations Management, Quality Assurance, Client Relationship...
Education
Marquette University 2013 — 2014
Future Milwaukee, College of Professional Studies, Community Leadership & Professional Development
Marquette University 2003 — 2007
Business Administration, Marketing
National University of Ireland, Galway 2006 — 2006
International Business
Marquette University Les Aspin Center for Government 2005 — 2005
US Politics
Amy Thomson (Browne)'s Robert W. Baird & Co. Experience August 2012 - Present
Job Vice President, Digital Communication at Robert W. Baird & Co.
Industry Computer Software
Experience
Robert W. Baird & Co. August 2012 - Present
RedPrairie April 2007 - August 2012
Brady Corporation May 2003 - March 2007
Brady Corporation February 2002 - May 2003
Brady Corporation October 1999 - January 2002
Hartley Metzner Communications January 1998 - August 1999
Video Images July 1995 - October 1997
Skills
Web Analytics, Email Marketing, Direct Marketing, SEO, E-commerce, Lead Generation, Web Design, Marketing Communications, Advertising, Integrated Marketing, User Experience, Strategy, Newsletters, Salesforce.com, Marketing Automation, Account Management, Online Marketing, Strategic Planning, Team Leadership, Management, Marketing, PPC, Content Management, CMS, Leadership, Press Releases, Corporate Branding, Product Management, Product Development, Direct Mail, Interactive Marketing, Digital Marketing, Product Marketing, Analytics, B2B Marketing, CRM, Strategic Partnerships, B2B, Multi-channel Marketing, Marketing Management, Competitive Analysis, Web Marketing, Trade Shows, Marketing Strategy, Online Advertising, SaaS, SEM, Social Media Marketing, Google Analytics, Program Management
Education
Marquette University 2003 — 2003
Management Certification, Employee Management
Marquette University 1991 — 1995
Advertising, Advertising, Marketing, Business
BDHS
Marketing
Robert W. Baird & Co. August 2012 - Present
RedPrairie April 2007 - August 2012
Brady Corporation May 2003 - March 2007
Brady Corporation February 2002 - May 2003
Brady Corporation October 1999 - January 2002
Hartley Metzner Communications January 1998 - August 1999
Video Images July 1995 - October 1997
Skills
Web Analytics, Email Marketing, Direct Marketing, SEO, E-commerce, Lead Generation, Web Design, Marketing Communications, Advertising, Integrated Marketing, User Experience, Strategy, Newsletters, Salesforce.com, Marketing Automation, Account Management, Online Marketing, Strategic Planning, Team Leadership, Management, Marketing, PPC, Content Management, CMS, Leadership, Press Releases, Corporate Branding, Product Management, Product Development, Direct Mail, Interactive Marketing, Digital Marketing, Product Marketing, Analytics, B2B Marketing, CRM, Strategic Partnerships, B2B, Multi-channel Marketing, Marketing Management, Competitive Analysis, Web Marketing, Trade Shows, Marketing Strategy, Online Advertising, SaaS, SEM, Social Media Marketing, Google Analytics, Program Management
Education
Marquette University 2003 — 2003
Management Certification, Employee Management
Marquette University 1991 — 1995
Advertising, Advertising, Marketing, Business
BDHS
Marketing
Mandy Mota Mandy Mota's Robert W. Baird & Co. Experience September 2007 - December 2007
Job Senior Transaction Manager at Commerce Real Estate Solutions
Industry Real Estate
Experience
Commerce Real Estate Solutions July 2010 - Present
Bentall Capital March 2009 - July 2010
ReMax Top Properties June 2008 - December 2008
Robert W. Baird & Co. September 2007 - December 2007
Skills
Leases, Real Estate, Real Estate Economics, Property, Tenant, Property Management, RFP, Client/Broker Relations, Due Diligence Management, Contract Negotiation, Corporate Real Estate, Landlords, Investment Properties, Lease Administration
Education
Marquette University 2004 — 2008
Bachelor of Science (B.S.), Real Estate
Marquette University 2004 — 2008
Bachelor of Science (B.S.), Entreprenuership
Commerce Real Estate Solutions July 2010 - Present
Bentall Capital March 2009 - July 2010
ReMax Top Properties June 2008 - December 2008
Robert W. Baird & Co. September 2007 - December 2007
Skills
Leases, Real Estate, Real Estate Economics, Property, Tenant, Property Management, RFP, Client/Broker Relations, Due Diligence Management, Contract Negotiation, Corporate Real Estate, Landlords, Investment Properties, Lease Administration
Education
Marquette University 2004 — 2008
Bachelor of Science (B.S.), Real Estate
Marquette University 2004 — 2008
Bachelor of Science (B.S.), Entreprenuership
Madeleine Hayes Madeleine Hayes's Robert W. Baird & Co. Experience 2015 - Present
Job Private Wealth Management Analyst
Industry Financial Services
Experience
Robert W. Baird & Co. 2015 - Present
Waukesha Metal Products March 2014 - Present
Waukesha Metal Products April 2012 - March 2014
Robert W. Baird & Co. 2011 - 2012
Skills
Financial Analysis, Process Improvement, Microsoft Excel, Microsoft Office, Customer Service, Access, Forecasting
Education
Marquette University 2008 — 2012
Bachelor of Business Administration (B.B.A.), Accounting
Robert W. Baird & Co. 2015 - Present
Waukesha Metal Products March 2014 - Present
Waukesha Metal Products April 2012 - March 2014
Robert W. Baird & Co. 2011 - 2012
Skills
Financial Analysis, Process Improvement, Microsoft Excel, Microsoft Office, Customer Service, Access, Forecasting
Education
Marquette University 2008 — 2012
Bachelor of Business Administration (B.B.A.), Accounting
Austin Wilson Austin Wilson's Robert W. Baird & Co. Experience June 2015 - Present
Job Investment Banking Analyst at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. June 2015 - Present
Robert W. Baird & Co. May 2014 - August 2014
Morgan Stanley June 2013 - August 2013
Skills
Analysis, JavaScript, Project Management, Finance, Coaching, Management, Windows, Microsoft Office, Data Analysis, Time Management, Team Leadership, Microsoft Excel, PowerPoint, Financial Accounting, Teamwork, Social Media, Public Speaking, Outlook, Corporate Finance, Research, Risk Management, C#, Microsoft Word, Customer Service, Statistics, Financial Analysis, Financial Modeling, Leadership, Teaching, Bloomberg, Bloomberg Terminal, Investments, Sales, Valuation
Education
Marquette University 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance and Economics
Eden Prairie High School
Robert W. Baird & Co. June 2015 - Present
Robert W. Baird & Co. May 2014 - August 2014
Morgan Stanley June 2013 - August 2013
Skills
Analysis, JavaScript, Project Management, Finance, Coaching, Management, Windows, Microsoft Office, Data Analysis, Time Management, Team Leadership, Microsoft Excel, PowerPoint, Financial Accounting, Teamwork, Social Media, Public Speaking, Outlook, Corporate Finance, Research, Risk Management, C#, Microsoft Word, Customer Service, Statistics, Financial Analysis, Financial Modeling, Leadership, Teaching, Bloomberg, Bloomberg Terminal, Investments, Sales, Valuation
Education
Marquette University 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance and Economics
Eden Prairie High School
Kimberly Baewer Kimberly Baewer's Robert W. Baird & Co. Experience January 2002 - January 2006
Job Client Service Associate at Investors Advisory Group
Industry Financial Services
Experience
Investors Advisory Group November 2014 - Present
Ellenbecker Investment Group May 2014 - July 2014
Annex Wealth Management April 2012 - April 2014
Heritage Financial Consultants LLC June 2008 - July 2010
Northwestern Mutual January 2006 - June 2008
Robert W. Baird & Co. January 2002 - January 2006
Robert W. Baird & Co. July 1999 - December 2001
Skills
CRM, Portfolio Management, Investments, Financial Services, Mutual Funds, Wealth Management
Education
Marquette University 1994 — 1999
Bachelor of Economics & Spanish, Economics & Spanish
Investors Advisory Group November 2014 - Present
Ellenbecker Investment Group May 2014 - July 2014
Annex Wealth Management April 2012 - April 2014
Heritage Financial Consultants LLC June 2008 - July 2010
Northwestern Mutual January 2006 - June 2008
Robert W. Baird & Co. January 2002 - January 2006
Robert W. Baird & Co. July 1999 - December 2001
Skills
CRM, Portfolio Management, Investments, Financial Services, Mutual Funds, Wealth Management
Education
Marquette University 1994 — 1999
Bachelor of Economics & Spanish, Economics & Spanish
Jenna Dubrick's Robert W. Baird & Co. Experience January 2012 - October 2012
Job Corporate Senior Marketing Manager at White Lodging Services
Industry Marketing and Advertising
Experience
White Lodging Services May 2015 - Present
Marcus Hotels & Resorts January 2015 - May 2015
Marcus Hotels & Resorts November 2012 - January 2015
Robert W. Baird & Co. January 2012 - October 2012
Marquette University Career Services Center August 2011 - May 2012
Marquette University Office of Student Development January 2011 - May 2012
Children's Hospital of Wisconsin June 2011 - September 2011
Kishwaukee Family YMCA November 2007 - February 2011
Best Buddies Wisconsin January 2010 - July 2010
Marquette Office of Student Development August 2009 - May 2010
Skills
Facebook, Email Marketing, Digital Marketing, Social Media, Twitter, Event Planning, Marketing, Blogging, Online Marketing, Social Networking, Social Media Marketing
Education
Marquette University 2008 — 2012
Bachelor of Arts, Public Relations, Marketing, Human Resource Management
White Lodging Services May 2015 - Present
Marcus Hotels & Resorts January 2015 - May 2015
Marcus Hotels & Resorts November 2012 - January 2015
Robert W. Baird & Co. January 2012 - October 2012
Marquette University Career Services Center August 2011 - May 2012
Marquette University Office of Student Development January 2011 - May 2012
Children's Hospital of Wisconsin June 2011 - September 2011
Kishwaukee Family YMCA November 2007 - February 2011
Best Buddies Wisconsin January 2010 - July 2010
Marquette Office of Student Development August 2009 - May 2010
Skills
Facebook, Email Marketing, Digital Marketing, Social Media, Twitter, Event Planning, Marketing, Blogging, Online Marketing, Social Networking, Social Media Marketing
Education
Marquette University 2008 — 2012
Bachelor of Arts, Public Relations, Marketing, Human Resource Management
Ethan Waterman's Robert W. Baird & Co. Experience August 2015 - Present
Job Financial Advisor Associate at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. August 2015 - Present
Robert W. Baird & Co. May 2014 - July 2015
Robert W. Baird & Co. May 2013 - August 2013
Aon Risk Solutions June 2012 - August 2012
Glen Oak Country Club March 2006 - June 2012
Skills
Asset Allocation, Financial Planning, Retirement Planning, Insurance Planning, Portfolio Management, 401k Rollovers, Employee Stock Options, Social Networking
Education
Marquette University 2010 — 2014
Bachelor of Science in Business Administration, Finance and Marketing
Robert W. Baird & Co. August 2015 - Present
Robert W. Baird & Co. May 2014 - July 2015
Robert W. Baird & Co. May 2013 - August 2013
Aon Risk Solutions June 2012 - August 2012
Glen Oak Country Club March 2006 - June 2012
Skills
Asset Allocation, Financial Planning, Retirement Planning, Insurance Planning, Portfolio Management, 401k Rollovers, Employee Stock Options, Social Networking
Education
Marquette University 2010 — 2014
Bachelor of Science in Business Administration, Finance and Marketing
Cassandra Polansky's Robert W. Baird & Co. Experience August 2015 - Present
Job Corporate Access Associate at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. August 2015 - Present
Milwaukee Bucks Inc. June 2013 - May 2015
Milwaukee Bucks Inc. November 2011 - June 2013
The Roberts Group 2008 - November 2011
GasDay May 2005 - July 2008
Milwaukee Brewers Baseball Club May 2004 - August 2006
WISN Channel 12 September 2004 - March 2005
Green Bay Packers September 2004 - December 2004
Milwaukee Brewers Baseball Club December 2003 - May 2004
Marquette University - Men's Basketball Office August 2003 - February 2004
Skills
Marketing, Management, Strategy, Public Relations, Event Planning, Brand Development, Blogging, Marketing Communications, Sales, Event Management, Sports Marketing, Microsoft Office, Social Media Marketing, Social Networking, Social Media, Analytics, Marketing Strategy, Project Management, Advertising, Creative Writing, Customer Experience, Customer Relations
Education
Marquette University 2006 — 2008
MBA
Marquette University 2002 — 2006
BS, Marketing & Philosophy
Robert W. Baird & Co. August 2015 - Present
Milwaukee Bucks Inc. June 2013 - May 2015
Milwaukee Bucks Inc. November 2011 - June 2013
The Roberts Group 2008 - November 2011
GasDay May 2005 - July 2008
Milwaukee Brewers Baseball Club May 2004 - August 2006
WISN Channel 12 September 2004 - March 2005
Green Bay Packers September 2004 - December 2004
Milwaukee Brewers Baseball Club December 2003 - May 2004
Marquette University - Men's Basketball Office August 2003 - February 2004
Skills
Marketing, Management, Strategy, Public Relations, Event Planning, Brand Development, Blogging, Marketing Communications, Sales, Event Management, Sports Marketing, Microsoft Office, Social Media Marketing, Social Networking, Social Media, Analytics, Marketing Strategy, Project Management, Advertising, Creative Writing, Customer Experience, Customer Relations
Education
Marquette University 2006 — 2008
MBA
Marquette University 2002 — 2006
BS, Marketing & Philosophy
Kelsey Andrews's Robert W. Baird & Co. Experience July 2014 - Present
Job Experienced Financial Services Leader
Industry Financial Services
Experience
Robert W. Baird & Co. July 2014 - Present
Wells Fargo Funds Distributor February 2011 - July 2014
Wells Fargo Funds Distributor January 2008 - December 2010
Wells Fargo Funds Distributor February 2007 - December 2007
John Hawks Pub February 2003 - September 2005
Skills
FINRA Licensed- Series..., Strategic Leadership, Team Leadership, Situational Leadership, Business Development, Staff Development, Operational Excellence, Service Management, Financial Services, Business Process..., Performance Improvement, Curriculum Development, Business Relationship..., Strengthening Client..., Behavioral Interviewing, Virtual Teams, CRM databases, Investments, Management
Education
Marquette University 2002 — 2006
Bachelor of Arts (B.A.), Education and English
Robert W. Baird & Co. July 2014 - Present
Wells Fargo Funds Distributor February 2011 - July 2014
Wells Fargo Funds Distributor January 2008 - December 2010
Wells Fargo Funds Distributor February 2007 - December 2007
John Hawks Pub February 2003 - September 2005
Skills
FINRA Licensed- Series..., Strategic Leadership, Team Leadership, Situational Leadership, Business Development, Staff Development, Operational Excellence, Service Management, Financial Services, Business Process..., Performance Improvement, Curriculum Development, Business Relationship..., Strengthening Client..., Behavioral Interviewing, Virtual Teams, CRM databases, Investments, Management
Education
Marquette University 2002 — 2006
Bachelor of Arts (B.A.), Education and English
Edward Hubbard Edward Hubbard's Robert W. Baird & Co. Experience June 1971 - October 1981
Job Retired at U.S. Bank
Industry Banking
Experience
at home December 2011 - Present
U.S. Bank August 2003 - December 2011
U.S. Bank October 1981 - December 2011
Robert W. Baird & Co. June 1971 - October 1981
Skills
Risk Management, Business Analysis, Process Improvement, Management, Leadership, Vendor Management, Portfolio Management, Relationship Management, Customer Service, Finance, Team Building, Investments, Team Leadership, Change Management
Education
Marquette University 1967 — 1971
Bachelor's degree, Business Administration and Management, General
at home December 2011 - Present
U.S. Bank August 2003 - December 2011
U.S. Bank October 1981 - December 2011
Robert W. Baird & Co. June 1971 - October 1981
Skills
Risk Management, Business Analysis, Process Improvement, Management, Leadership, Vendor Management, Portfolio Management, Relationship Management, Customer Service, Finance, Team Building, Investments, Team Leadership, Change Management
Education
Marquette University 1967 — 1971
Bachelor's degree, Business Administration and Management, General
Kevin O'Meara's Robert W. Baird & Co. Experience 1993 - Present
Job Senior Vice President / Branch Manager at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. 1993 - Present
Valley Bank 1978 - 1993
Skills
Wealth Management, Estate Planning, Investments, Strategic Financial..., Portfolio Management, Mutual Funds
Education
Marquette University 1973 — 1977
B.S. Finance
Robert W. Baird & Co. 1993 - Present
Valley Bank 1978 - 1993
Skills
Wealth Management, Estate Planning, Investments, Strategic Financial..., Portfolio Management, Mutual Funds
Education
Marquette University 1973 — 1977
B.S. Finance
Joe Packee Joe Packee's Robert W. Baird & Co. Experience January 2012 - Present
Job Managing Director Investment Banking at Robert W. Baird & Co.
Industry Investment Banking
Experience
Robert W. Baird & Co. January 2012 - Present
Robert W. Baird & Co. 2009 - January 2012
Robert W. Baird & Co. 1998 - 2009
Deloitte & Touche 1996 - 1998
Skills
Mergers, Financial Analysis, Valuation, Financial Modeling, Investment Banking
Education
Northwestern University - Kellogg School of Management 2002 — 2003
MBA, Strategy, Finance, Organization
Marquette University 1992 — 1996
BS, Accounting
Marquette University High School 1992 — 1996
Robert W. Baird & Co. January 2012 - Present
Robert W. Baird & Co. 2009 - January 2012
Robert W. Baird & Co. 1998 - 2009
Deloitte & Touche 1996 - 1998
Skills
Mergers, Financial Analysis, Valuation, Financial Modeling, Investment Banking
Education
Northwestern University - Kellogg School of Management 2002 — 2003
MBA, Strategy, Finance, Organization
Marquette University 1992 — 1996
BS, Accounting
Marquette University High School 1992 — 1996
Lisa Nosbisch Lisa Nosbisch's Robert W. Baird & Co. Experience August 2012 - Present
Job Institutional Equities Coordinator at Robert W. Baird & Co.
Industry Fund-Raising
Experience
Robert W. Baird & Co. August 2012 - Present
Women for MACC April 2012 - Present
Mount Mary College December 2010 - August 2012
Zoolgocial Society of Milwaukee September 2010 - December 2010
Zoological Society of Milwaukee April 2008 - September 2010
MACC Fund April 2007 - April 2008
Nativity Jesuit Middle School September 2006 - December 2007
Skills
Event Planning, Scheduling, Fundraising, Press Releases, Volunteer Coordinating, Membership Recruitment, Travel Planning, Organizing Meetings, Budget Tracking
Education
Marquette University 2004 — 2008
B.A., Communication Studies & Public Relations
Robert W. Baird & Co. August 2012 - Present
Women for MACC April 2012 - Present
Mount Mary College December 2010 - August 2012
Zoolgocial Society of Milwaukee September 2010 - December 2010
Zoological Society of Milwaukee April 2008 - September 2010
MACC Fund April 2007 - April 2008
Nativity Jesuit Middle School September 2006 - December 2007
Skills
Event Planning, Scheduling, Fundraising, Press Releases, Volunteer Coordinating, Membership Recruitment, Travel Planning, Organizing Meetings, Budget Tracking
Education
Marquette University 2004 — 2008
B.A., Communication Studies & Public Relations
Angela Griska Angela Griska's Robert W. Baird & Co. Experience February 2014 - Present
Job Senior Financial Analyst, Fixed Income Capital Markets/Asset Management at Baird
Industry Financial Services
Experience
Robert W. Baird & Co. February 2014 - Present
PwC July 2012 - February 2014
KPMG October 2009 - July 2012
KPMG May 2008 - August 2008
Education
Marquette University 2008 — 2009
Master of Business Administration
Marquette University 2004 — 2008
Bachelor of Science, Business Administration - Finance and Accounting, Magna Cum Laude
Universiteit Antwerpen
Antwerp, Belgium
Robert W. Baird & Co. February 2014 - Present
PwC July 2012 - February 2014
KPMG October 2009 - July 2012
KPMG May 2008 - August 2008
Education
Marquette University 2008 — 2009
Master of Business Administration
Marquette University 2004 — 2008
Bachelor of Science, Business Administration - Finance and Accounting, Magna Cum Laude
Universiteit Antwerpen
Antwerp, Belgium
Joel C. (Joe) McNeil, CFP® Joel C. (Joe) McNeil, CFP®'s Robert W. Baird & Co. Experience 2002 - May 2014
Job Partner, Director of Advisory Services
Industry Financial Services
Experience
Isthmus Partners, LLC May 2014 - Present
Robert W. Baird & Co. 2002 - May 2014
Strong Capital Management 2000 - 2002
US Bank 1997 - 2000
West Hudson 1994 - 1997
Skills
Investments, Portfolio Management, Investment Management, Asset Allocation, Wealth Management, Financial Advisory, Financial Services, Finance, Investment Strategies, Mutual Funds, Asset Management, Investment Advisory, Securities
Education
University of Wisconsin-Madison 1984 — 1988
BA, Political Science, Economics, History
Macquarie University 1987 — 1987
Economics
Isthmus Partners, LLC May 2014 - Present
Robert W. Baird & Co. 2002 - May 2014
Strong Capital Management 2000 - 2002
US Bank 1997 - 2000
West Hudson 1994 - 1997
Skills
Investments, Portfolio Management, Investment Management, Asset Allocation, Wealth Management, Financial Advisory, Financial Services, Finance, Investment Strategies, Mutual Funds, Asset Management, Investment Advisory, Securities
Education
University of Wisconsin-Madison 1984 — 1988
BA, Political Science, Economics, History
Macquarie University 1987 — 1987
Economics
Becca Steffen's Robert W. Baird & Co. Experience May 2014 - February 2015
Job Am I looking for you?
Industry Human Resources
Experience
Centare June 2015 - Present
Baker Tilly Search & Staffing February 2015 - May 2015
Robert W. Baird & Co. May 2014 - February 2015
Pet World Warehouse Outlet January 2010 - September 2014
Marquette University Office of Student Development May 2013 - May 2014
CDW May 2012 - May 2014
BloodCenter of Wisconsin January 2012 - September 2013
Marquette Brew Cafe September 2011 - September 2012
Skills
Talent Acquisition, Interviews, Customer Service, Market Research, Project Management, Leadership, Public Speaking, Human Resources, LinkedIn Recruiter, Microsoft Office, Applicant Tracking..., HRIS, Social Networking, Recruiting, Time Management, Outlook, Microsoft Word, Event Planning, Sales, Project Planning, Corporate Branding, Non-profit Volunteering, Microsoft Excel, Social Media, Management, Teamwork, Onboarding, Marketing, Research, Hiring, Communication, Employee Relations, Facebook, CRM, Training, Mentoring, Sourcing, Scrum, CATSWeb
Education
Marquette University 2011 — 2015
Bachelor of Science in Business Administration (BBA), Majors: Human Resource Management and Marketing
Greendale High School 2007 — 2011
Centare June 2015 - Present
Baker Tilly Search & Staffing February 2015 - May 2015
Robert W. Baird & Co. May 2014 - February 2015
Pet World Warehouse Outlet January 2010 - September 2014
Marquette University Office of Student Development May 2013 - May 2014
CDW May 2012 - May 2014
BloodCenter of Wisconsin January 2012 - September 2013
Marquette Brew Cafe September 2011 - September 2012
Skills
Talent Acquisition, Interviews, Customer Service, Market Research, Project Management, Leadership, Public Speaking, Human Resources, LinkedIn Recruiter, Microsoft Office, Applicant Tracking..., HRIS, Social Networking, Recruiting, Time Management, Outlook, Microsoft Word, Event Planning, Sales, Project Planning, Corporate Branding, Non-profit Volunteering, Microsoft Excel, Social Media, Management, Teamwork, Onboarding, Marketing, Research, Hiring, Communication, Employee Relations, Facebook, CRM, Training, Mentoring, Sourcing, Scrum, CATSWeb
Education
Marquette University 2011 — 2015
Bachelor of Science in Business Administration (BBA), Majors: Human Resource Management and Marketing
Greendale High School 2007 — 2011
James Holohan's Robert W. Baird & Co. Experience October 2012 - May 2013
Job Audit associate at Deloitte
Industry Accounting
Experience
Deloitte August 2014 - Present
Deloitte June 2013 - August 2013
Robert W. Baird & Co. October 2012 - May 2013
Skills
Accounting, Financial Reporting, Microsoft Word, Financial Analysis, Microsoft Office, Microsoft Excel, PowerPoint, Auditing, Event Planning, Finance, Time Management, Social Media, Public Speaking, Financial Modeling
Education
Marquette University 2010 — 2014
Bachelor of Science (BS), Accounting and Finance
Deloitte August 2014 - Present
Deloitte June 2013 - August 2013
Robert W. Baird & Co. October 2012 - May 2013
Skills
Accounting, Financial Reporting, Microsoft Word, Financial Analysis, Microsoft Office, Microsoft Excel, PowerPoint, Auditing, Event Planning, Finance, Time Management, Social Media, Public Speaking, Financial Modeling
Education
Marquette University 2010 — 2014
Bachelor of Science (BS), Accounting and Finance
Justin Fischer, MBA Justin Fischer, MBA's Robert W. Baird & Co. Experience April 2008 - Present
Job Vice President at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. April 2008 - Present
Skills
Financial Modeling, Financial Analysis, Valuation, Strategic Financial..., Bloomberg, Investments, Investment Banking, Capital Markets, Fixed Income, Series 52, MUNEX, DBC, Finance
Education
Marquette University 2009 — 2012
Master of Business Administration (M.B.A.)
UW-Milwaukee 2005 — 2009
Bachelor of Business Administration (B.B.A.), Finance & Econcomics
Robert W. Baird & Co. April 2008 - Present
Skills
Financial Modeling, Financial Analysis, Valuation, Strategic Financial..., Bloomberg, Investments, Investment Banking, Capital Markets, Fixed Income, Series 52, MUNEX, DBC, Finance
Education
Marquette University 2009 — 2012
Master of Business Administration (M.B.A.)
UW-Milwaukee 2005 — 2009
Bachelor of Business Administration (B.B.A.), Finance & Econcomics
Kelly Schwartzmiller Kelly Schwartzmiller's Robert W. Baird & Co. Experience September 2013 - July 2015
Job Financial Reporting Manager at Journal Media Group
Industry Publishing
Experience
Journal Media Group (NYSE: JMG) July 2015 - Present
Robert W. Baird & Co. September 2013 - July 2015
We Energies September 2012 - September 2013
We Energies December 2007 - September 2012
KPMG August 2005 - November 2007
Skills
CPA, Financial Reporting, Financial Analysis, SEC Financial Reporting, Corporate Budgeting, Financial Forecasting, Financial Statements, XBRL, Accounting, Auditing, SEC Filings, Financial Accounting, Budgets
Education
Marquette University 2012 — 2015
Master of Business Administration (MBA)
University of Wisconsin-Madison - School of Business 2004 — 2005
Masters, Accounting
University of Wisconsin-Madison - School of Business 2000 — 2004
BBA, Accounting
Journal Media Group (NYSE: JMG) July 2015 - Present
Robert W. Baird & Co. September 2013 - July 2015
We Energies September 2012 - September 2013
We Energies December 2007 - September 2012
KPMG August 2005 - November 2007
Skills
CPA, Financial Reporting, Financial Analysis, SEC Financial Reporting, Corporate Budgeting, Financial Forecasting, Financial Statements, XBRL, Accounting, Auditing, SEC Filings, Financial Accounting, Budgets
Education
Marquette University 2012 — 2015
Master of Business Administration (MBA)
University of Wisconsin-Madison - School of Business 2004 — 2005
Masters, Accounting
University of Wisconsin-Madison - School of Business 2000 — 2004
BBA, Accounting
Kelly Bannen Rauch's Robert W. Baird & Co. Experience January 2013 - June 2014
Job
Industry Marketing and Advertising
Experience
GMR Marketing June 2014 - Present
Robert W. Baird & Co. January 2013 - June 2014
Robert W. Baird & Co. January 2012 - December 2012
Robert W. Baird & Co. May 2009 - January 2012
Robert W. Baird & Co. March 2004 - May 2009
Marquette University March 2002 - March 2004
Fiserv VISION May 2003 - August 2003
Skills
Background Checks, Financial Services, Employee Relations, Recruiting, Employee Benefits, Talent Acquisition, HRIS, Human Resources, Microsoft Office, Onboarding, Public Speaking, Performance Management, Benefits Administration, Coaching, Customer Service, Microsoft Excel, Personnel Management, Process Improvement, Conflict Management, Employee Training
Education
Marquette University 2005 — 2007
Masters, Human Resources
Marquette University 2001 — 2005
BA, Human Resources
Wauwatosa East High School 1998 — 2001
High School Diploma
GMR Marketing June 2014 - Present
Robert W. Baird & Co. January 2013 - June 2014
Robert W. Baird & Co. January 2012 - December 2012
Robert W. Baird & Co. May 2009 - January 2012
Robert W. Baird & Co. March 2004 - May 2009
Marquette University March 2002 - March 2004
Fiserv VISION May 2003 - August 2003
Skills
Background Checks, Financial Services, Employee Relations, Recruiting, Employee Benefits, Talent Acquisition, HRIS, Human Resources, Microsoft Office, Onboarding, Public Speaking, Performance Management, Benefits Administration, Coaching, Customer Service, Microsoft Excel, Personnel Management, Process Improvement, Conflict Management, Employee Training
Education
Marquette University 2005 — 2007
Masters, Human Resources
Marquette University 2001 — 2005
BA, Human Resources
Wauwatosa East High School 1998 — 2001
High School Diploma
Joyce Feaster, SPHR's Robert W. Baird & Co. Experience 2013 - 2013
Job
Industry Human Resources
Experience
Robert W. Baird & Co. 2013 - 2013
Jack and Jill of America, Inc. 2009 - 2013
Lutheran Social Services of WI & Upper MI 2012 - 2012
Tutor Doctor 2010 - 2012
We Energies 2003 - 2005
We Energies April 2001 - September 2003
WEC January 1994 - April 2001
We Energies 1990 - 2001
Skills
Human Resources, Leadership, Business Strategy, Recruiting, Organizational..., Organizational..., Talent Management, Employee Relations, Performance Management, Coaching, Strategy, Strategic Planning, Leadership Development, Financial Analysis, Accounting, Strategic Leadership, Employee Benefits, Management, Conflict Resolution, Risk Management, Program Management, Forecasting, Training, Nonprofits, Employee Training, Change Management, Employee Engagement, Team Building, Budgets, Public Speaking, Process Improvement, Talent Acquisition, Workshop Facilitation, HR Policies, Total Rewards, Payroll, Staff Development, Instructional Design, Executive Management, Adult Education, Team Leadership, Succession Planning, Finance, Business Planning, Labor Relations, Strategic HR
Education
Marquette University 2009 — 2009
Certificate
University of Wisconsin-Milwaukee
Master of Science (MS)
Robert W. Baird & Co. 2013 - 2013
Jack and Jill of America, Inc. 2009 - 2013
Lutheran Social Services of WI & Upper MI 2012 - 2012
Tutor Doctor 2010 - 2012
We Energies 2003 - 2005
We Energies April 2001 - September 2003
WEC January 1994 - April 2001
We Energies 1990 - 2001
Skills
Human Resources, Leadership, Business Strategy, Recruiting, Organizational..., Organizational..., Talent Management, Employee Relations, Performance Management, Coaching, Strategy, Strategic Planning, Leadership Development, Financial Analysis, Accounting, Strategic Leadership, Employee Benefits, Management, Conflict Resolution, Risk Management, Program Management, Forecasting, Training, Nonprofits, Employee Training, Change Management, Employee Engagement, Team Building, Budgets, Public Speaking, Process Improvement, Talent Acquisition, Workshop Facilitation, HR Policies, Total Rewards, Payroll, Staff Development, Instructional Design, Executive Management, Adult Education, Team Leadership, Succession Planning, Finance, Business Planning, Labor Relations, Strategic HR
Education
Marquette University 2009 — 2009
Certificate
University of Wisconsin-Milwaukee
Master of Science (MS)
Jackie Bialek's Robert W. Baird & Co. Experience February 2011 - Present
Job SQL Server Database Analyst at Robert W. Baird & Co.
Industry Information Technology and Services
Experience
Robert W. Baird & Co. February 2011 - Present
Roundy's Supermarkets March 2008 - February 2011
JC Penney September 1996 - March 2008
JC Penney June 1988 - August 1996
Skills
Microsoft SQL Server, Database Design, Databases, Security, Data Analysis, Performance Tuning, T-SQL, SharePoint, Data Warehousing, SQL, SDLC, VB.NET, Business Intelligence, Data Modeling, Visual Studio, Database Administration, Visio, .NET, Disaster Recovery, C#, Agile Methodologies, ASP.NET
Education
Marquette University 1984 — 1988
Bachelor of Science (B.S.), Mathematics and Statistics
Robert W. Baird & Co. February 2011 - Present
Roundy's Supermarkets March 2008 - February 2011
JC Penney September 1996 - March 2008
JC Penney June 1988 - August 1996
Skills
Microsoft SQL Server, Database Design, Databases, Security, Data Analysis, Performance Tuning, T-SQL, SharePoint, Data Warehousing, SQL, SDLC, VB.NET, Business Intelligence, Data Modeling, Visual Studio, Database Administration, Visio, .NET, Disaster Recovery, C#, Agile Methodologies, ASP.NET
Education
Marquette University 1984 — 1988
Bachelor of Science (B.S.), Mathematics and Statistics
David Drzadinski, CFA CPA's Robert W. Baird & Co. Experience 1995 - 2006
Job Partner/Portfolio Manager at Red Granite Advisors LLC
Industry Investment Management
Experience
Red Granite Advisors LLC May 2006 - Present
Robert W. Baird & Co. 1995 - 2006
Price Waterhouse August 1993 - April 1995
Education
Marquette University 1996 — 1999
MBA, Finance
Wauwatosa West
Red Granite Advisors LLC May 2006 - Present
Robert W. Baird & Co. 1995 - 2006
Price Waterhouse August 1993 - April 1995
Education
Marquette University 1996 — 1999
MBA, Finance
Wauwatosa West
Dave Schmall's Robert W. Baird & Co. Experience 2015 - Present
Job
Industry Marketing and Advertising
Experience
Robert W. Baird & Co. 2015 - Present
Schmall World Marketing 2014 - 2015
SWIFT COMMUNICATIONS, INC July 2012 - January 2014
Swift Communications, Inc. July 2012 - February 2013
SWIFT COMMUNICATIONS, INC February 2012 - June 2012
Appeal-Democrat and Tri-County Newspapers December 2008 - December 2011
Schmall World, LLC June 2008 - December 2008
Creative Loafing Media May 2006 - November 2008
Quick (The Dallas Morning News) May 2004 - May 2006
THE RAKE MAGAZINE February 2002 - May 2004
Skills
New Media, Multimedia, Publishing, Marketing Strategy, Strategic Planning, Start-ups, Advertising Sales, Digital Media, Social Media Marketing, Online Advertising, Newspaper, Publications, Digital Strategy, Social Media, Advertising, Newspapers, Media Relations, AP Style, Lead Generation, SEO, Marketing, Integrated Marketing, Facebook, Editing, Editorial, Leadership, Creative Direction, Magazines, Email Marketing, Event Management, Blogging, Journalism, Media Planning, Copywriting, Online Marketing, Content Strategy, Digital Marketing
Education
Marquette University
Bachelor's Degree, Political Science
United Nations - New York, NY: Special Study
Robert W. Baird & Co. 2015 - Present
Schmall World Marketing 2014 - 2015
SWIFT COMMUNICATIONS, INC July 2012 - January 2014
Swift Communications, Inc. July 2012 - February 2013
SWIFT COMMUNICATIONS, INC February 2012 - June 2012
Appeal-Democrat and Tri-County Newspapers December 2008 - December 2011
Schmall World, LLC June 2008 - December 2008
Creative Loafing Media May 2006 - November 2008
Quick (The Dallas Morning News) May 2004 - May 2006
THE RAKE MAGAZINE February 2002 - May 2004
Skills
New Media, Multimedia, Publishing, Marketing Strategy, Strategic Planning, Start-ups, Advertising Sales, Digital Media, Social Media Marketing, Online Advertising, Newspaper, Publications, Digital Strategy, Social Media, Advertising, Newspapers, Media Relations, AP Style, Lead Generation, SEO, Marketing, Integrated Marketing, Facebook, Editing, Editorial, Leadership, Creative Direction, Magazines, Email Marketing, Event Management, Blogging, Journalism, Media Planning, Copywriting, Online Marketing, Content Strategy, Digital Marketing
Education
Marquette University
Bachelor's Degree, Political Science
United Nations - New York, NY: Special Study
Katie Bathie's Robert W. Baird & Co. Experience June 2000 - March 2002
Job Assistant Vice President at Nuveen Investments
Industry Financial Services
Experience
Nuveen Investments January 2011 - Present
US Bank 2002 - Present
FAF Advisors March 2002 - December 2010
Robert W. Baird & Co. June 2000 - March 2002
Education
Marquette University 1996 — 2000
Nuveen Investments January 2011 - Present
US Bank 2002 - Present
FAF Advisors March 2002 - December 2010
Robert W. Baird & Co. June 2000 - March 2002
Education
Marquette University 1996 — 2000
Anne Levendoski's Robert W. Baird & Co. Experience February 2010 - June 2012
Job Director of Adminstration at Holy Apostles Catholic Parish and School
Industry Financial Services
Experience
Holy Apostles Parish and School July 2012 - Present
Robert W. Baird & Co. February 2010 - June 2012
StoneRiver April 2008 - January 2010
Fiserv December 2004 - April 2008
Metavante 1997 - 2004
M&I Marshall & Ilsley Trust 1992 - 1997
Marshall & Ilsley Corporation 1988 - 1992
Hawkins, Ash, Baptie 1984 - 1988
Skills
Financial Reporting, Financial Analysis, Process Improvement, Accounting, Management, Finance, Accounts Receivable, Human Resources, PeopleSoft, Accounts Payable, General Ledger, Budgets, Hyperion Enterprise, Analysis, Cross-functional Team..., Team Leadership, Leadership, Strategic Planning, Project Management
Education
Marquette University 1989 — 1992
MBA
University of Wisconsin-Eau Claire 1980 — 1984
Holy Apostles Parish and School July 2012 - Present
Robert W. Baird & Co. February 2010 - June 2012
StoneRiver April 2008 - January 2010
Fiserv December 2004 - April 2008
Metavante 1997 - 2004
M&I Marshall & Ilsley Trust 1992 - 1997
Marshall & Ilsley Corporation 1988 - 1992
Hawkins, Ash, Baptie 1984 - 1988
Skills
Financial Reporting, Financial Analysis, Process Improvement, Accounting, Management, Finance, Accounts Receivable, Human Resources, PeopleSoft, Accounts Payable, General Ledger, Budgets, Hyperion Enterprise, Analysis, Cross-functional Team..., Team Leadership, Leadership, Strategic Planning, Project Management
Education
Marquette University 1989 — 1992
MBA
University of Wisconsin-Eau Claire 1980 — 1984
Adam Futterer's Robert W. Baird & Co. Experience January 2012 - Present
Job Senior Total Rewards Analyst, AVP at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. January 2012 - Present
Milwaukee Area Compensation Association July 2012 - Present
Robert W. Baird & Co. January 2010 - February 2012
RSM McGladrey May 2008 - January 2010
RSM McGladrey December 2004 - May 2008
Cintas May 2002 - June 2004
Skills
Compensation, Compensation Planning, Compensation..., Excel, Total Rewards, Market Pricing, Compensation Structures, Job Evaluation, Executive Compensation, Regression, Analysis, Incentive Programs, Pay For Performance, Executive Pay, Onboarding, Deferred Compensation, Personnel Management, Regression Testing, Talent Acquisition, Microsoft Excel, Job Analysis, Leadership, Human Resources, Employee Benefits, Salary, 401k, Finance, Compensation & Benefits..., Human Capital, Compensation, Management
Education
Marquette University 1998 — 2002
Bachelor's, Finance
West Allis Nathan Hale High School 1994 — 1998
Robert W. Baird & Co. January 2012 - Present
Milwaukee Area Compensation Association July 2012 - Present
Robert W. Baird & Co. January 2010 - February 2012
RSM McGladrey May 2008 - January 2010
RSM McGladrey December 2004 - May 2008
Cintas May 2002 - June 2004
Skills
Compensation, Compensation Planning, Compensation..., Excel, Total Rewards, Market Pricing, Compensation Structures, Job Evaluation, Executive Compensation, Regression, Analysis, Incentive Programs, Pay For Performance, Executive Pay, Onboarding, Deferred Compensation, Personnel Management, Regression Testing, Talent Acquisition, Microsoft Excel, Job Analysis, Leadership, Human Resources, Employee Benefits, Salary, 401k, Finance, Compensation & Benefits..., Human Capital, Compensation, Management
Education
Marquette University 1998 — 2002
Bachelor's, Finance
West Allis Nathan Hale High School 1994 — 1998
Jessica Geary's Robert W. Baird & Co. Experience March 2005 - December 2005
Job Investment Risk Analyst at Wells Capital Management
Industry Financial Services
Experience
Wells Capital Management February 2010 - Present
Cleary Gull Holdings October 2008 - February 2010
Cleary Gull Inc. October 2006 - October 2008
Robert W. Baird December 2005 - September 2006
Robert W. Baird & Co. March 2005 - December 2005
The Institute for Entrepreneurship March 2003 - August 2004
Skills
Financial Modeling, Portfolio Management, Investments, Mutual Funds, Funding, Analysis, Asset Management, Financial Analysis, Due Diligence
Education
Marquette University 2006 — 2008
MBA, Business
University of Wisconsin-Milwaukee - Lubar School of Business 2002 — 2006
BBA, Finance & Marketing
Wells Capital Management February 2010 - Present
Cleary Gull Holdings October 2008 - February 2010
Cleary Gull Inc. October 2006 - October 2008
Robert W. Baird December 2005 - September 2006
Robert W. Baird & Co. March 2005 - December 2005
The Institute for Entrepreneurship March 2003 - August 2004
Skills
Financial Modeling, Portfolio Management, Investments, Mutual Funds, Funding, Analysis, Asset Management, Financial Analysis, Due Diligence
Education
Marquette University 2006 — 2008
MBA, Business
University of Wisconsin-Milwaukee - Lubar School of Business 2002 — 2006
BBA, Finance & Marketing
Andrew Stilling's Robert W. Baird & Co. Experience December 2014 - Present
Job Senior Treasury Management Analyst at Robert W. Baird & Co.
Industry Investment Management
Experience
Robert W. Baird & Co. December 2014 - Present
Robert W. Baird & Co. August 2014 - December 2014
Stark Investments 2006 - December 2013
Stark Investments 1998 - 2006
Stark Investments 1997 - 1998
Sunstone Financial Group January 1996 - December 1996
Hibernia Mortgage Company 1994 - 1995
Skills
Hedge Funds, Banking Relationships, FX Hedging, FX trading, Treasury Management, FX Spot, Global Cash Management, Bloomberg, Electronic Payments, Account Reconciliation, Fixed Income, Derivatives, Alternative Investments, Equities, Investments, Options, Financial Analysis, Securities, FX Options, Prime Brokerage, Mutual Funds, Collateral Management, Convertible Arbitrage, Forecasting, Securities Lending, ETFs, Microsoft Excel, Great Plains Software, VPM, Microsoft Word, FX Swaps, Cash Management
Education
Marquette University 1994 — 1996
Bachelor of Science, Finance
Robert W. Baird & Co. December 2014 - Present
Robert W. Baird & Co. August 2014 - December 2014
Stark Investments 2006 - December 2013
Stark Investments 1998 - 2006
Stark Investments 1997 - 1998
Sunstone Financial Group January 1996 - December 1996
Hibernia Mortgage Company 1994 - 1995
Skills
Hedge Funds, Banking Relationships, FX Hedging, FX trading, Treasury Management, FX Spot, Global Cash Management, Bloomberg, Electronic Payments, Account Reconciliation, Fixed Income, Derivatives, Alternative Investments, Equities, Investments, Options, Financial Analysis, Securities, FX Options, Prime Brokerage, Mutual Funds, Collateral Management, Convertible Arbitrage, Forecasting, Securities Lending, ETFs, Microsoft Excel, Great Plains Software, VPM, Microsoft Word, FX Swaps, Cash Management
Education
Marquette University 1994 — 1996
Bachelor of Science, Finance
Margaret Lynn's Robert W. Baird & Co. Experience January 2006 - Present
Job Human Capital Administrative Assistant at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. January 2006 - Present
Germantown School District September 2000 - January 2006
Skills
Human Capital, Talent Acquisition, Onboarding, Employee Benefits, Applicant Tracking..., Human Resources, Succession Planning, Employee Engagement, Microsoft Excel
Education
Marquette University 1978 — 1982
Liberal Arts, Education, Psychology
Divine Savior Holy Angels High School 1974 — 1978
Robert W. Baird & Co. January 2006 - Present
Germantown School District September 2000 - January 2006
Skills
Human Capital, Talent Acquisition, Onboarding, Employee Benefits, Applicant Tracking..., Human Resources, Succession Planning, Employee Engagement, Microsoft Excel
Education
Marquette University 1978 — 1982
Liberal Arts, Education, Psychology
Divine Savior Holy Angels High School 1974 — 1978
Andrew Knapp's Robert W. Baird & Co. Experience July 2009 - August 2011
Job Associate, Institutional Advisory & Sales at J.P. Morgan Asset Management
Industry Investment Management
Experience
J.P. Morgan Asset Management May 2013 - Present
J.P. Morgan Asset Management January 2012 - April 2013
Robert W. Baird & Co. July 2009 - August 2011
Stark Investments April 2008 - December 2008
Stark Investments June 2007 - March 2008
Education
Marquette University 2005 — 2009
BS, Finance
J.P. Morgan Asset Management May 2013 - Present
J.P. Morgan Asset Management January 2012 - April 2013
Robert W. Baird & Co. July 2009 - August 2011
Stark Investments April 2008 - December 2008
Stark Investments June 2007 - March 2008
Education
Marquette University 2005 — 2009
BS, Finance
Tom Carroll, CFP®, CPWA®'s Robert W. Baird & Co. Experience January 2012 - Present
Job Director at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. January 2012 - Present
Baird Private Wealth Management April 2008 - Present
Robert W. Baird April 2008 - December 2012
Smith Barney April 1985 - April 2008
EF Hutton April 1983 - March 1985
Skills
Financial Planning, Investments, Retirement Planning, Estate Planning, Asset Management, Strategic Financial..., Series 7, Asset Managment, Wealth Management, Mutual Funds, Wealth, Retirement, Investment Strategies, Finance, FINRA, Asset Allocation, 401k, Series 63, Financial Advisory, Portfolio Management, Series 24, Leadership, Banking, Investment Advisory, Securities, Alternative Investments, Uniform Combined State...
Education
US Army Command & General Staff College 1989 — 1990
Graduate, Strategy & Military Science
Marquette University 1974 — 1975
English Language and Literature/Letters, Graduate School
St. Norbert College 1967 — 1974
Bachelor of Arts, English
Saint George High School 1963 — 1967
College Prep
US Army Adjutant General Officer Basic
US Army Adjutant General Officer Basic
Robert W. Baird & Co. January 2012 - Present
Baird Private Wealth Management April 2008 - Present
Robert W. Baird April 2008 - December 2012
Smith Barney April 1985 - April 2008
EF Hutton April 1983 - March 1985
Skills
Financial Planning, Investments, Retirement Planning, Estate Planning, Asset Management, Strategic Financial..., Series 7, Asset Managment, Wealth Management, Mutual Funds, Wealth, Retirement, Investment Strategies, Finance, FINRA, Asset Allocation, 401k, Series 63, Financial Advisory, Portfolio Management, Series 24, Leadership, Banking, Investment Advisory, Securities, Alternative Investments, Uniform Combined State...
Education
US Army Command & General Staff College 1989 — 1990
Graduate, Strategy & Military Science
Marquette University 1974 — 1975
English Language and Literature/Letters, Graduate School
St. Norbert College 1967 — 1974
Bachelor of Arts, English
Saint George High School 1963 — 1967
College Prep
US Army Adjutant General Officer Basic
US Army Adjutant General Officer Basic
David Dries's Robert W. Baird & Co. Experience September 2000 - December 2002
Job Senior Project Manager at Northwestern Mutual Life
Industry Insurance
Experience
Northwestern Mutual Life January 2003 - Present
Robert W. Baird & Co. September 2000 - December 2002
Metavante September 1991 - September 2000
Fiserv January 1989 - September 1991
Skills
Project Management, Management, Project Planning, SDLC, Process Improvement, Vendor Management, Business Analysis, Project Portfolio..., Financial Services, Software Project..., Business Requirements, Requirements Gathering, Business Process..., Banking, Team Leadership, Requirements Analysis, Risk Management, Project Delivery, Visio, Business Process
Education
Marquette University
Business Administration
University of Wisconsin-Milwaukee - School of Business Administration
Masters, Business Administration
Northwestern Mutual Life January 2003 - Present
Robert W. Baird & Co. September 2000 - December 2002
Metavante September 1991 - September 2000
Fiserv January 1989 - September 1991
Skills
Project Management, Management, Project Planning, SDLC, Process Improvement, Vendor Management, Business Analysis, Project Portfolio..., Financial Services, Software Project..., Business Requirements, Requirements Gathering, Business Process..., Banking, Team Leadership, Requirements Analysis, Risk Management, Project Delivery, Visio, Business Process
Education
Marquette University
Business Administration
University of Wisconsin-Milwaukee - School of Business Administration
Masters, Business Administration
Gordan Lasic's Robert W. Baird & Co. Experience July 2007 - Present
Job Equity Research Associate at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. July 2007 - Present
Cleary Gull Inc. – Investment Banking January 2007 - May 2007
Education
Marquette University Graduate School of Business 2005 — 2007
MBA, Finance
Marquette University 2001 — 2005
BBA, Finance & International Business
Marquette University High School 1997 — 2001
Robert W. Baird & Co. July 2007 - Present
Cleary Gull Inc. – Investment Banking January 2007 - May 2007
Education
Marquette University Graduate School of Business 2005 — 2007
MBA, Finance
Marquette University 2001 — 2005
BBA, Finance & International Business
Marquette University High School 1997 — 2001
Matthew Kowieski's Robert W. Baird & Co. Experience July 2011 - November 2011
Job Assistant Portfolio Manager at Ziegler Capital Management LLC
Industry Financial Services
Experience
Ziegler Capital Management, LLC July 2014 - Present
Ziegler Capital Management LLC November 2011 - Present
Robert W. Baird & Co. July 2011 - November 2011
Robert W. Baird & Co. July 2010 - June 2011
City of Elmhurst Public Works May 2007 - August 2008
Quinn Morris & Associates May 2007 - August 2007
Skills
Financial Analysis, Series 63, Fixed Income, Financial Modeling, Bloomberg, Series 7, Mutual Funds, Equities, Microsoft Excel, Investments, VBA
Education
Marquette University 2006 — 2010
Bachelor, Finance, Real Estate
Ziegler Capital Management, LLC July 2014 - Present
Ziegler Capital Management LLC November 2011 - Present
Robert W. Baird & Co. July 2011 - November 2011
Robert W. Baird & Co. July 2010 - June 2011
City of Elmhurst Public Works May 2007 - August 2008
Quinn Morris & Associates May 2007 - August 2007
Skills
Financial Analysis, Series 63, Fixed Income, Financial Modeling, Bloomberg, Series 7, Mutual Funds, Equities, Microsoft Excel, Investments, VBA
Education
Marquette University 2006 — 2010
Bachelor, Finance, Real Estate
Lois Daute's Robert W. Baird & Co. Experience July 2012 - September 2012
Job Professional, Experienced Executive/Senior Administrative Assistant
Industry Executive Office
Experience
growing or successful Milwaukee area business. September 2012 - Present
Robert W. Baird & Co. July 2012 - September 2012
Riteway Bus Service, Inc. May 2011 - May 2012
Johnson Controls, Power Solutions August 2009 - February 2011
Froedtert Hospital January 2009 - June 2009
Froedtert Hospital October 2008 - January 2009
Harley-Davidson Motor Company June 2007 - July 2008
Marcus & Millchap, Commercial Real Estate Brokerage April 2006 - June 2007
Various Employment Agencies and Self Employment November 2003 - March 2006
Wisconsin Minority Business Opportunity Center April 2003 - November 2003
Skills
Computer typing speed,..., Quick Student when..., Experience managing..., Software training...
Education
MATC - West Allis, WI 2006 — 2006
Continuing Education, Medical Transcription / Terminology 101, 3.4
New Horizons 1999 — 1999
Microsoft Software Training
Executrain (IKON) 1991 — 1997
Microsoft Software Training
Marquette University 1993 — 1993
Adult and Continuing Education Administration, N/A
University of Wisconsin-Madison 1992 — 1992
Extension courses for Government Employees
growing or successful Milwaukee area business. September 2012 - Present
Robert W. Baird & Co. July 2012 - September 2012
Riteway Bus Service, Inc. May 2011 - May 2012
Johnson Controls, Power Solutions August 2009 - February 2011
Froedtert Hospital January 2009 - June 2009
Froedtert Hospital October 2008 - January 2009
Harley-Davidson Motor Company June 2007 - July 2008
Marcus & Millchap, Commercial Real Estate Brokerage April 2006 - June 2007
Various Employment Agencies and Self Employment November 2003 - March 2006
Wisconsin Minority Business Opportunity Center April 2003 - November 2003
Skills
Computer typing speed,..., Quick Student when..., Experience managing..., Software training...
Education
MATC - West Allis, WI 2006 — 2006
Continuing Education, Medical Transcription / Terminology 101, 3.4
New Horizons 1999 — 1999
Microsoft Software Training
Executrain (IKON) 1991 — 1997
Microsoft Software Training
Marquette University 1993 — 1993
Adult and Continuing Education Administration, N/A
University of Wisconsin-Madison 1992 — 1992
Extension courses for Government Employees
Laurel Jahn's Robert W. Baird & Co. Experience June 2010 - March 2013
Job Communications Manager at Journal Communications
Industry Public Relations and Communications
Experience
Journal Media Group (formerly Journal Communications) March 2013 - Present
Robert W. Baird & Co. June 2010 - March 2013
FIS (formerly Metavante Corporation) May 2003 - June 2010
Argosy Interactive August 2001 - May 2003
Wisconsin Viral Research Group May 1999 - August 1999
Skills
Communication Training, Copywriting, Event Planning, Journalism, Video Production, Corporate Social..., Photoshop, Marketing, Strategic Communications, Corporate Communications, Internal Communications, Public Relations, Fundraising, Advertising, Web Design, Newsletters, Leadership, Press Releases, Strategic Planning, Communications Planning, Marketing Communications, Media Relations, Brochures
Education
Marquette University 2001 — 2003
MA, Journalism, Mass Communication, Advertising
Drake University 1997 — 2000
BA, Journalism, Mass Communication, Advertising
Journal Media Group (formerly Journal Communications) March 2013 - Present
Robert W. Baird & Co. June 2010 - March 2013
FIS (formerly Metavante Corporation) May 2003 - June 2010
Argosy Interactive August 2001 - May 2003
Wisconsin Viral Research Group May 1999 - August 1999
Skills
Communication Training, Copywriting, Event Planning, Journalism, Video Production, Corporate Social..., Photoshop, Marketing, Strategic Communications, Corporate Communications, Internal Communications, Public Relations, Fundraising, Advertising, Web Design, Newsletters, Leadership, Press Releases, Strategic Planning, Communications Planning, Marketing Communications, Media Relations, Brochures
Education
Marquette University 2001 — 2003
MA, Journalism, Mass Communication, Advertising
Drake University 1997 — 2000
BA, Journalism, Mass Communication, Advertising
Sunil Punia's Robert W. Baird & Co. Experience February 2008 - Present
Job
Industry
Experience
Robert W. Baird & Co. February 2008 - Present
Skills
SSIS, Agile Methodologies, T-SQL, TFS, Scrum, SSRS, ASP.NET MVC, VB.NET, SDLC, .NET, WCF, Microsoft SQL Server, C#, ASP.NET, Visual Studio
Education
Mahatma Jyotiba Phule (MJP) Rohilkhand University 1997 — 2001
B.E., Computer Science and Engineering
Robert W. Baird & Co. February 2008 - Present
Skills
SSIS, Agile Methodologies, T-SQL, TFS, Scrum, SSRS, ASP.NET MVC, VB.NET, SDLC, .NET, WCF, Microsoft SQL Server, C#, ASP.NET, Visual Studio
Education
Mahatma Jyotiba Phule (MJP) Rohilkhand University 1997 — 2001
B.E., Computer Science and Engineering
Johanna Perrini's Robert W. Baird & Co. Experience February 2007 - Present
Job Vice President Public Finance
Industry Financial Services
Experience
myTEAM TRIUMPH Wisconsin Chapter February 2013 - Present
Davey Nelson Celebrity Golf Tournament January 2009 - Present
Davey Nelson Celebrity Golf Tournament 2009 - Present
Robert W. Baird & Co. Public Finance December 2007 - Present
Robert W. Baird & Co. February 2007 - Present
Robert W. Baird & Co. February 2007 - Present
Global Restaurants Systems, LLC May 2002 - April 2009
Mo's Restaurants 2001 - 2009
Stifel Nicolaus & Co. Public Finance April 2006 - February 2007
Alderman's January 2004 - January 2005
Skills
Advertising, Public Relations, Event Management, Leadership, Marketing, Analysis, Budgets, Competitive Analysis, Fundraising, Management, Project Management, Public Speaking, Training, Business Development, Customer Service, Financial Analysis, Recruiting, Sales
Education
Marquette University 2000 — 2004
Communications, Business, Biology
Marquette University
Bachelor's Degree, Communications
myTEAM TRIUMPH Wisconsin Chapter February 2013 - Present
Davey Nelson Celebrity Golf Tournament January 2009 - Present
Davey Nelson Celebrity Golf Tournament 2009 - Present
Robert W. Baird & Co. Public Finance December 2007 - Present
Robert W. Baird & Co. February 2007 - Present
Robert W. Baird & Co. February 2007 - Present
Global Restaurants Systems, LLC May 2002 - April 2009
Mo's Restaurants 2001 - 2009
Stifel Nicolaus & Co. Public Finance April 2006 - February 2007
Alderman's January 2004 - January 2005
Skills
Advertising, Public Relations, Event Management, Leadership, Marketing, Analysis, Budgets, Competitive Analysis, Fundraising, Management, Project Management, Public Speaking, Training, Business Development, Customer Service, Financial Analysis, Recruiting, Sales
Education
Marquette University 2000 — 2004
Communications, Business, Biology
Marquette University
Bachelor's Degree, Communications
Jake Fuller's Robert W. Baird & Co. Experience August 2009 - December 2010
Job Senior Associate, Transaction Services at PwC
Industry Accounting
Experience
PwC April 2014 - Present
PwC October 2011 - March 2014
Grant Thornton LLP January 2011 - October 2011
Robert W. Baird & Co. August 2009 - December 2010
Peabody's Interiors May 2009 - August 2009
Thrivent Financial for Lutherans June 2008 - August 2008
Skills
Financial Statements, Account Reconciliation, Accounting, Financial Analysis, Financial Reporting, Financial Accounting, Auditing, Internal Controls, Corporate Finance, Microsoft Excel, Investments, Analysis, Finance, Risk Management, GAAP
Education
Marquette University 2006 — 2010
of Business Administration Bachelor of Science in Business Administration, Finance and Accounting
PwC April 2014 - Present
PwC October 2011 - March 2014
Grant Thornton LLP January 2011 - October 2011
Robert W. Baird & Co. August 2009 - December 2010
Peabody's Interiors May 2009 - August 2009
Thrivent Financial for Lutherans June 2008 - August 2008
Skills
Financial Statements, Account Reconciliation, Accounting, Financial Analysis, Financial Reporting, Financial Accounting, Auditing, Internal Controls, Corporate Finance, Microsoft Excel, Investments, Analysis, Finance, Risk Management, GAAP
Education
Marquette University 2006 — 2010
of Business Administration Bachelor of Science in Business Administration, Finance and Accounting
John Liber's Robert W. Baird & Co. Experience February 2005 - April 2008
Job Investment Systems Administrator at the State of Wisconsin Investment Board (SWIB)
Industry Financial Services
Experience
State of Wisconsin Investment Board (SWIB) July 2014 - Present
Artisan Partners Asset Management April 2008 - July 2014
Robert W. Baird & Co. February 2005 - April 2008
Berbee March 2003 - February 2005
Microsoft January 2000 - March 2003
Skills
Microsoft Excel, R, VBScript, Powershell, FactSet, Project Management, System Deployment, Microsoft Servers, Microsoft Exchange, Active Directory, VMware
Education
Marquette University 2012 — 2015
MBA, Finance Specialization
University of Wisconsin-Madison 1996 — 1999
Bachelor of Science (B.S.), Computer Science
State of Wisconsin Investment Board (SWIB) July 2014 - Present
Artisan Partners Asset Management April 2008 - July 2014
Robert W. Baird & Co. February 2005 - April 2008
Berbee March 2003 - February 2005
Microsoft January 2000 - March 2003
Skills
Microsoft Excel, R, VBScript, Powershell, FactSet, Project Management, System Deployment, Microsoft Servers, Microsoft Exchange, Active Directory, VMware
Education
Marquette University 2012 — 2015
MBA, Finance Specialization
University of Wisconsin-Madison 1996 — 1999
Bachelor of Science (B.S.), Computer Science
Brent Kerbel's Robert W. Baird & Co. Experience September 2011 - December 2011
Job Assistant Vice President at US Bancorp Fund Services
Industry Financial Services
Experience
US Bancorp Fund Services LLC April 2007 - Present
Robert W. Baird & Co. September 2011 - December 2011
Great Point Capital June 2005 - February 2007
Education
Marquette University 2010 — 2012
MBA, 3.6
University of Wisconsin-Madison 2000 — 2003
BA, Economics, 3.2
US Bancorp Fund Services LLC April 2007 - Present
Robert W. Baird & Co. September 2011 - December 2011
Great Point Capital June 2005 - February 2007
Education
Marquette University 2010 — 2012
MBA, 3.6
University of Wisconsin-Madison 2000 — 2003
BA, Economics, 3.2
Brian Timmis's Robert W. Baird & Co. Experience
Job
Industry Financial Services
Experience
Robert W. Baird & Co.
Skills
Business Strategy, Financial Modeling, Valuation, Financial Analysis
Education
Northwestern University 1999 — 2001
Master of Business Administration (MBA), Accounting and Finance
Marquette University 1989 — 1993
Bachelor of Arts (BA), International Relations and Affairs
Robert W. Baird & Co.
Skills
Business Strategy, Financial Modeling, Valuation, Financial Analysis
Education
Northwestern University 1999 — 2001
Master of Business Administration (MBA), Accounting and Finance
Marquette University 1989 — 1993
Bachelor of Arts (BA), International Relations and Affairs
Evie Walia's Robert W. Baird & Co. Experience March 1999 - Present
Job Telecom Specialist at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. March 1999 - Present
Corporate Express 1992 - 1999
Skills
CS1000, Call Pilot, Asentinel, Problem Solving, Training, Communication Skills, Financial Analysis, Financial Reporting
Education
University of Wisconsin-Milwaukee 1984 — 1988
Marquette University 1983 — 1984
University of Wisconsin-Eau Claire 1982 — 1983
Robert W. Baird & Co. March 1999 - Present
Corporate Express 1992 - 1999
Skills
CS1000, Call Pilot, Asentinel, Problem Solving, Training, Communication Skills, Financial Analysis, Financial Reporting
Education
University of Wisconsin-Milwaukee 1984 — 1988
Marquette University 1983 — 1984
University of Wisconsin-Eau Claire 1982 — 1983
Amy Dellinger's Robert W. Baird & Co. Experience 1997 - 1998
Job Lead Accountant at Aurora Health Care
Industry Hospital & Health Care
Experience
Aurora Health Care October 2013 - Present
Aurora Health Care 2001 - 2013
Aurora Health Care 1998 - 2000
Robert W. Baird & Co. 1997 - 1998
U.S. Bank 1996 - 1997
w 1988 - 1995
Education
Marquette University 1984 — 1988
Bachelor's Degree, Accounting
Aurora Health Care October 2013 - Present
Aurora Health Care 2001 - 2013
Aurora Health Care 1998 - 2000
Robert W. Baird & Co. 1997 - 1998
U.S. Bank 1996 - 1997
w 1988 - 1995
Education
Marquette University 1984 — 1988
Bachelor's Degree, Accounting
Lance R Lange's Robert W. Baird & Co. Experience April 2011 - Present
Job Managing Director at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. April 2011 - Present
Lazard Freres & Co. 2008 - 2011
Robert W. Baird & Co. 1996 - 2008
Skills
Series 7, Alternative Investments
Education
Marquette University
Juris Doctor (JD)
University of Wisconsin-Madison
Bachelor of Arts (BA), Economics and Political Science
Robert W. Baird & Co. April 2011 - Present
Lazard Freres & Co. 2008 - 2011
Robert W. Baird & Co. 1996 - 2008
Skills
Series 7, Alternative Investments
Education
Marquette University
Juris Doctor (JD)
University of Wisconsin-Madison
Bachelor of Arts (BA), Economics and Political Science
Gerard Bergeron's Robert W. Baird & Co. Experience March 2012 - Present
Job Managing Director at Robert W. Baird & Co.
Industry Capital Markets
Experience
Robert W. Baird & Co. March 2012 - Present
Knight Capital Group 2007 - 2012
Education
Manhattan College 1981 — 1985
B.S., Accounting
Robert W. Baird & Co. March 2012 - Present
Knight Capital Group 2007 - 2012
Education
Manhattan College 1981 — 1985
B.S., Accounting
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.