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
Gregory Pegues Sr. Gregory Pegues Sr.'s Robert W. Baird & Co. Experience July 2000 - June 2001
Job Senior Fashion/Wardrobe Stylist, Founder & CEO at SavoirFaire Inc.
Industry Apparel & Fashion
Experience
Nordstroms September 2015 - Present
Bachrach April 2014 - Present
Savior-Faire Enterprises 2005 - Present
Savior-Faire Enterprises 2005 - Present
Brooks Brothers (Retail Brand Alliance) November 2005 - April 2011
ManpowerGroup May 2010 - September 2010
Metavante June 2001 - May 2008
Robert W. Baird & Co. July 2000 - June 2001
US Bank November 1999 - July 2000
European Touch, Ltd May 1999 - November 1999
Skills
Wardrobe, Fashion, Personal Branding, Financial Services, Styling, Entrepreneurship, Healthcare, Banking, Trend, Workshops, Apparel, Sales, Management, Trend Analysis, Advertising, Analysis, Brand Development, Brand Management, Business, Coaching, Creative Direction, Customer Service, Customer Service..., Customer Service..., E-commerce, Event Planning, Facebook, Fashion Design, Fashion Shows, Human Resources, Fit, Inventory Control, Inventory Management, Leadership, Investments, Luxury Goods, Market Research, Marketing, Marketing Strategy, Mutual Funds, Merchandising, New Business Development, Personal Shopping, Photo Shoots, Process Improvement, Product Development, Public Relations, Public Speaking, Real Estate, Recruiting
Education
Milwaukee School of Engineering 1990 — 1995
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Riverside University High School 1986 — 1990
Finance, General
Nordstroms September 2015 - Present
Bachrach April 2014 - Present
Savior-Faire Enterprises 2005 - Present
Savior-Faire Enterprises 2005 - Present
Brooks Brothers (Retail Brand Alliance) November 2005 - April 2011
ManpowerGroup May 2010 - September 2010
Metavante June 2001 - May 2008
Robert W. Baird & Co. July 2000 - June 2001
US Bank November 1999 - July 2000
European Touch, Ltd May 1999 - November 1999
Skills
Wardrobe, Fashion, Personal Branding, Financial Services, Styling, Entrepreneurship, Healthcare, Banking, Trend, Workshops, Apparel, Sales, Management, Trend Analysis, Advertising, Analysis, Brand Development, Brand Management, Business, Coaching, Creative Direction, Customer Service, Customer Service..., Customer Service..., E-commerce, Event Planning, Facebook, Fashion Design, Fashion Shows, Human Resources, Fit, Inventory Control, Inventory Management, Leadership, Investments, Luxury Goods, Market Research, Marketing, Marketing Strategy, Mutual Funds, Merchandising, New Business Development, Personal Shopping, Photo Shoots, Process Improvement, Product Development, Public Relations, Public Speaking, Real Estate, Recruiting
Education
Milwaukee School of Engineering 1990 — 1995
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Riverside University High School 1986 — 1990
Finance, General
Monica Raciti Monica Raciti's Robert W. Baird & Co. Experience May 2013 - January 2014
Job Corporate Coverage Analyst at BNP Paribas
Industry Investment Banking
Experience
BNP Paribas July 2015 - Present
Andalucia Financial Consultancy and Investment September 2014 - December 2014
BNP Paribas June 2014 - August 2014
Robert W. Baird & Co. May 2013 - January 2014
Skills
Financial Analysis, PowerPoint, Bloomberg, Valuation, Investments, Equity Research, Financial Modeling
Education
Marquette University 2011 — 2015
Bachelor of Science in Business Administration, Business Economics and Finance, Junior
The Beijing Center 2013 — 2013
International Business and Chinese Studies, Sophomore
BNP Paribas July 2015 - Present
Andalucia Financial Consultancy and Investment September 2014 - December 2014
BNP Paribas June 2014 - August 2014
Robert W. Baird & Co. May 2013 - January 2014
Skills
Financial Analysis, PowerPoint, Bloomberg, Valuation, Investments, Equity Research, Financial Modeling
Education
Marquette University 2011 — 2015
Bachelor of Science in Business Administration, Business Economics and Finance, Junior
The Beijing Center 2013 — 2013
International Business and Chinese Studies, Sophomore
Julie Greenberg Julie Greenberg's Robert W. Baird & Co. Experience June 1999 - November 2005
Job Registered Investment Assistant at Anchor Bank
Industry Financial Services
Experience
Anchor Investments August 2014 - Present
Merrill Lynch July 2008 - July 2014
RBC Wealth Management November 2005 - July 2008
Robert W. Baird & Co. June 1999 - November 2005
Skills
Series 7, Investments, Wealth Management, Equities, Retirement Planning, Mutual Funds, Fixed Income, Bloomberg, Series 63, Series 66, Investment Strategies
Education
ITT Minnesota School of Business 1983 — 1985
Business Management, Business, Management, Marketing, and Related Support Services
Metropolitan State University
Anchor Investments August 2014 - Present
Merrill Lynch July 2008 - July 2014
RBC Wealth Management November 2005 - July 2008
Robert W. Baird & Co. June 1999 - November 2005
Skills
Series 7, Investments, Wealth Management, Equities, Retirement Planning, Mutual Funds, Fixed Income, Bloomberg, Series 63, Series 66, Investment Strategies
Education
ITT Minnesota School of Business 1983 — 1985
Business Management, Business, Management, Marketing, and Related Support Services
Metropolitan State University
Jan Grimm's Robert W. Baird & Co. Experience May 2004 - January 2008
Job
Industry Financial Services
Experience
Wells Fargo Advisors December 2013 - Present
Wintrust Wealth Management January 2012 - December 2013
Wintrust Wealth Management January 2008 - December 2011
Robert W. Baird & Co. May 2004 - January 2008
Liebert Financial Services February 2000 - September 2003
Skills
Financial Guidance, Retirement Planning, Wealth Preservation..., Financial Advisory, Relationship Management, 401k Rollovers, Insurance, Investment planning, Asset Allocation
Education
Crestwood High School, Dearborn Hgts., MI
Michigan Technological University
Bachelor of Science (BS)
Wells Fargo Advisors December 2013 - Present
Wintrust Wealth Management January 2012 - December 2013
Wintrust Wealth Management January 2008 - December 2011
Robert W. Baird & Co. May 2004 - January 2008
Liebert Financial Services February 2000 - September 2003
Skills
Financial Guidance, Retirement Planning, Wealth Preservation..., Financial Advisory, Relationship Management, 401k Rollovers, Insurance, Investment planning, Asset Allocation
Education
Crestwood High School, Dearborn Hgts., MI
Michigan Technological University
Bachelor of Science (BS)
Dann Schlueter Dann Schlueter's Robert W. Baird & Co. Experience December 2014 - Present
Job Telecommunications Engineer at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. December 2014 - Present
Robert W. Baird & Co. February 2013 - December 2014
Aurora Health Care September 2010 - February 2013
Children's Hospital of Wisconsin June 2010 - September 2010
Children's Hospital of Wisconsin June 2008 - July 2010
Black Box Network Services February 1997 - June 2008
Time Warner Cable October 1989 - February 1997
Skills
VoIP, Cisco Technologies, Avaya, Meridian Mail, Cisco Call Manager, Switches, Telecommunications, Integration, Unified Communications, Troubleshooting, Wireless, Computer Hardware, Leadership, Networking, TCP/IP, Contact Centers, Active Directory, Avaya Aura, Cabling, Software Installation, Vendor Management, Voice Mail, IP, Call Centers, WAN, VPN, LAN-WAN, Routers, BCM, Telephony, Network Design, Data Center, System Deployment, IVR, Disaster Recovery, MPLS, Wireless Networking, Video Conferencing, Network Architecture, Routing, Ethernet, Cisco IOS, IP PBX, Visio, Fiber Optics, ITIL, Network Engineering, Optical Fiber, ISDN, Unified Messaging
Education
Milwaukee Area Technical College 2012 — 2013
Cisco Routing and Switching
Global Knowledge 2010 — 2010
certificate, 3006A, Version 2 · Nortel Contact Center Report Creation Wizard
Global Knowledge 2008 — 2008
certificate, Telephony Manager 3.0 Install and maintenace
Global Knowledge 2006 — 2006
certificate, 0702T, Version NA · Fundamentals of BARS/NARS Communication Server 1000 Release 4.5
Global Knowledge 2006 — 2006
certificate, Callpilot 4.0 install and maintenance
Global Knowledge 2005 — 2005
certificate, 263 Nortel large system install and maintenance
Global Knowledge 2005 — 2005
certificate, 272 Nortel dti/pri
Global Knowledge 2004 — 2004
Cerfificate, 0365A, Version 7 · VoIP Technologies
Global Knowledge 2003 — 2003
Certificate, 0100A, Version 15 · Norstar Familiarization
Global Knowledge 2003 — 2003
Certificate, 0137A, Version 8 · Norstar Modular ICS (MICS) Hardware Overview, Installation, and Programming
Robert W. Baird & Co. December 2014 - Present
Robert W. Baird & Co. February 2013 - December 2014
Aurora Health Care September 2010 - February 2013
Children's Hospital of Wisconsin June 2010 - September 2010
Children's Hospital of Wisconsin June 2008 - July 2010
Black Box Network Services February 1997 - June 2008
Time Warner Cable October 1989 - February 1997
Skills
VoIP, Cisco Technologies, Avaya, Meridian Mail, Cisco Call Manager, Switches, Telecommunications, Integration, Unified Communications, Troubleshooting, Wireless, Computer Hardware, Leadership, Networking, TCP/IP, Contact Centers, Active Directory, Avaya Aura, Cabling, Software Installation, Vendor Management, Voice Mail, IP, Call Centers, WAN, VPN, LAN-WAN, Routers, BCM, Telephony, Network Design, Data Center, System Deployment, IVR, Disaster Recovery, MPLS, Wireless Networking, Video Conferencing, Network Architecture, Routing, Ethernet, Cisco IOS, IP PBX, Visio, Fiber Optics, ITIL, Network Engineering, Optical Fiber, ISDN, Unified Messaging
Education
Milwaukee Area Technical College 2012 — 2013
Cisco Routing and Switching
Global Knowledge 2010 — 2010
certificate, 3006A, Version 2 · Nortel Contact Center Report Creation Wizard
Global Knowledge 2008 — 2008
certificate, Telephony Manager 3.0 Install and maintenace
Global Knowledge 2006 — 2006
certificate, 0702T, Version NA · Fundamentals of BARS/NARS Communication Server 1000 Release 4.5
Global Knowledge 2006 — 2006
certificate, Callpilot 4.0 install and maintenance
Global Knowledge 2005 — 2005
certificate, 263 Nortel large system install and maintenance
Global Knowledge 2005 — 2005
certificate, 272 Nortel dti/pri
Global Knowledge 2004 — 2004
Cerfificate, 0365A, Version 7 · VoIP Technologies
Global Knowledge 2003 — 2003
Certificate, 0100A, Version 15 · Norstar Familiarization
Global Knowledge 2003 — 2003
Certificate, 0137A, Version 8 · Norstar Modular ICS (MICS) Hardware Overview, Installation, and Programming
Hsulin Peng's Robert W. Baird & Co. Experience September 2010 - June 2014
Job Finance/Energy Professional
Industry Oil & Energy
Experience
Hess Corporation August 2015 - Present
Hess Corporation November 2014 - July 2015
Robert W. Baird & Co. September 2010 - June 2014
Luminus Management July 2007 - September 2010
Citigroup Investment Research May 2006 - June 2007
Inergy, L.P. December 2001 - June 2003
Inergy, L.P. August 2001 - November 2001
A.G. Edwards & Sons March 1999 - July 2001
Skills
Due Diligence, Financial Modeling, Financial Analysis, Valuation, Equities, Investment Banking, Corporate Finance, Equity Research, Investments, Investor Relations, Investment Management, Finance, Private Equity, Trading, Quantitative Analytics, Hedge Funds, Mergers & Acquisitions, Private Placements, Business Strategy, Mergers, Stock Picking, Competitive Analysis, IPO, Portfolio Management, Energy, Business Development, Building Relationships, Communication, E&P, Infrastructure, Midstream
Education
Massachusetts Institute of Technology - Sloan School of Management 2003 — 2005
MBA
The University of Kansas 1994 — 1998
Masters, Accounting
Hess Corporation August 2015 - Present
Hess Corporation November 2014 - July 2015
Robert W. Baird & Co. September 2010 - June 2014
Luminus Management July 2007 - September 2010
Citigroup Investment Research May 2006 - June 2007
Inergy, L.P. December 2001 - June 2003
Inergy, L.P. August 2001 - November 2001
A.G. Edwards & Sons March 1999 - July 2001
Skills
Due Diligence, Financial Modeling, Financial Analysis, Valuation, Equities, Investment Banking, Corporate Finance, Equity Research, Investments, Investor Relations, Investment Management, Finance, Private Equity, Trading, Quantitative Analytics, Hedge Funds, Mergers & Acquisitions, Private Placements, Business Strategy, Mergers, Stock Picking, Competitive Analysis, IPO, Portfolio Management, Energy, Business Development, Building Relationships, Communication, E&P, Infrastructure, Midstream
Education
Massachusetts Institute of Technology - Sloan School of Management 2003 — 2005
MBA
The University of Kansas 1994 — 1998
Masters, Accounting
Patrick Bodden Patrick Bodden's Robert W. Baird & Co. Experience December 1999 - August 2006
Job Senior Attorney Advanced Planning at Northwestern Mutual
Industry Law Practice
Experience
Northwestern Mutual December 2014 - Present
von Briesen & Roper, s.c. October 2012 - November 2014
Ruder Ware LLSC July 2009 - September 2012
Robert W. Baird & Co. December 1999 - August 2006
Skills
Litigation, Legal Writing, Small Business, Legal Issues, Estate Planning, Courts, Dispute Resolution, Employment Law, Commercial Litigation, Trusts, Wills, Appeals, Powers of Attorney
Education
Marquette University Law School 2006 — 2009
Doctor of Law (J.D.)
University of Wisconsin-Milwaukee
Bachelor of Business Administration (B.B.A.), Finance and Real Estate
Northwestern Mutual December 2014 - Present
von Briesen & Roper, s.c. October 2012 - November 2014
Ruder Ware LLSC July 2009 - September 2012
Robert W. Baird & Co. December 1999 - August 2006
Skills
Litigation, Legal Writing, Small Business, Legal Issues, Estate Planning, Courts, Dispute Resolution, Employment Law, Commercial Litigation, Trusts, Wills, Appeals, Powers of Attorney
Education
Marquette University Law School 2006 — 2009
Doctor of Law (J.D.)
University of Wisconsin-Milwaukee
Bachelor of Business Administration (B.B.A.), Finance and Real Estate
Matthew Tinnon Matthew Tinnon's Robert W. Baird & Co. Experience July 2013 - July 2015
Job Associate at Crescent Capital Group
Industry Financial Services
Experience
Crescent Capital Group August 2015 - Present
Robert W. Baird & Co. July 2013 - July 2015
Robert W. Baird & Co. May 2012 - August 2012
Michigan State University August 2011 - May 2012
Michigan State University September 2010 - July 2011
Skills
MS Excel, MS Word, MS Powerpoint, Investment Banking, Microsoft Word, PowerPoint, Accounting, Microsoft Office, Microsoft Excel, Investments
Education
Michigan State University 2009 — 2013
Bachelor of Arts (B.A.), Finance, Economics
Crescent Capital Group August 2015 - Present
Robert W. Baird & Co. July 2013 - July 2015
Robert W. Baird & Co. May 2012 - August 2012
Michigan State University August 2011 - May 2012
Michigan State University September 2010 - July 2011
Skills
MS Excel, MS Word, MS Powerpoint, Investment Banking, Microsoft Word, PowerPoint, Accounting, Microsoft Office, Microsoft Excel, Investments
Education
Michigan State University 2009 — 2013
Bachelor of Arts (B.A.), Finance, Economics
Michael Hinton Michael Hinton's Robert W. Baird & Co. Experience August 2012 - August 2012
Job Business Development Manager at Bureau van Dijk
Industry Information Technology and Services
Experience
Bureau van Dijk April 2014 - Present
ADP September 2013 - April 2014
Robert W. Baird & Co. August 2012 - August 2012
York Solutions, LLC May 2012 - July 2012
Hinton Pools & Spas May 2008 - August 2011
Skills
Portfolio Management, Sourcing, Bloomberg, Sales, Strategy, Interviews, Salesforce.com, Microsoft Excel, Management, Time Management, Leadership, Recruiting, Team Leadership, CRM, Human Resources, Business Development, Business Intelligence
Education
Minnesota State University, Mankato 2008 — 2013
Bachelor of Science (BS), Economics, Minor Business Administration
Coon Rapids High School
Coon Rapids High School
Bureau van Dijk April 2014 - Present
ADP September 2013 - April 2014
Robert W. Baird & Co. August 2012 - August 2012
York Solutions, LLC May 2012 - July 2012
Hinton Pools & Spas May 2008 - August 2011
Skills
Portfolio Management, Sourcing, Bloomberg, Sales, Strategy, Interviews, Salesforce.com, Microsoft Excel, Management, Time Management, Leadership, Recruiting, Team Leadership, CRM, Human Resources, Business Development, Business Intelligence
Education
Minnesota State University, Mankato 2008 — 2013
Bachelor of Science (BS), Economics, Minor Business Administration
Coon Rapids High School
Coon Rapids High School
Michael Chick Michael Chick's Robert W. Baird & Co. Experience 2000 - 2005
Job Magnetar Capital LLC
Industry Investment Management
Experience
Magnetar Capital LLC July 2013 - Present
Stark Investments 2007 - 2013
Northwestern Mutual 2005 - 2007
Robert W. Baird & Co. 2000 - 2005
Education
Marquette University Law School 1997 — 2000
J.D.
Marquette University 1993 — 1997
Magnetar Capital LLC July 2013 - Present
Stark Investments 2007 - 2013
Northwestern Mutual 2005 - 2007
Robert W. Baird & Co. 2000 - 2005
Education
Marquette University Law School 1997 — 2000
J.D.
Marquette University 1993 — 1997
Michelle Hoerber Michelle Hoerber's Robert W. Baird & Co. Experience August 2014 - August 2014
Job Equity Quant Associate at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments January 2015 - Present
Fidelity Investments May 2014 - January 2015
Wells Fargo Advisors September 2014 - November 2014
Robert W. Baird & Co. August 2014 - August 2014
Ekon Benefits May 2013 - September 2013
International Alliance Associates Limited February 2013 - May 2013
Northwestern Mutual May 2011 - May 2013
Tabor Investment Portfolio May 2011 - May 2013
Center of Entrepreneurship January 2011 - May 2012
Skills
Retirement Planning, Statistics, Valuation, Portfolio Management, Finance, Java, Options Pricing, Investments, Mutual Funds, Bloomberg, Options, Stochastic Calculus, Technical Analysis, R, Matlab, Strategic Financial...
Education
Washington University in St. Louis 2013 — 2014
Master of Science (MS), Quantitative Finance
Millikin University 2009 — 2013
Bachelor of Science, Finance & Mathematics Actuarial Science, Summa Cum Laude
Fidelity Investments January 2015 - Present
Fidelity Investments May 2014 - January 2015
Wells Fargo Advisors September 2014 - November 2014
Robert W. Baird & Co. August 2014 - August 2014
Ekon Benefits May 2013 - September 2013
International Alliance Associates Limited February 2013 - May 2013
Northwestern Mutual May 2011 - May 2013
Tabor Investment Portfolio May 2011 - May 2013
Center of Entrepreneurship January 2011 - May 2012
Skills
Retirement Planning, Statistics, Valuation, Portfolio Management, Finance, Java, Options Pricing, Investments, Mutual Funds, Bloomberg, Options, Stochastic Calculus, Technical Analysis, R, Matlab, Strategic Financial...
Education
Washington University in St. Louis 2013 — 2014
Master of Science (MS), Quantitative Finance
Millikin University 2009 — 2013
Bachelor of Science, Finance & Mathematics Actuarial Science, Summa Cum Laude
Andreas Lerner Andreas Lerner's Robert W. Baird & Co. Experience March 2014 - September 2014
Job CRM Support Analyst at Northwestern Mutual
Industry Information Technology and Services
Experience
Northwestern Mutual October 2014 - Present
Robert W. Baird & Co. March 2014 - September 2014
ManpowerGroup July 2013 - March 2014
Swedish Consulate April 2010 - December 2012
Metro Markets May 2011 - October 2011
Piggly Wiggly Carolina March 2010 - September 2010
Ziehl Emb April 2005 - August 2007
Skills
Troubleshooting, Active Directory, Windows 7, Networking, Customer Service, Computer Hardware, Cisco Technologies, Computer Repair, Windows Server, Microsoft Office, Computer Maintenance, Servers, Network Administration, VMware, System Administration, Network Security, Mac OS, Microsoft OS, Cisco, Mirosoft Dynamics cRM, Microsoft Dynamics CRM
Education
University of Wisconsin-Milwaukee 2011 — 2013
Bachelor's degree, Information Science and Technology
Milwaukee Area Technical College 2010 — 2011
Associate's degree, IT Support Specialist, 3.7 GPA
Milwaukee Area Technical College 2007 — 2010
Associate's degree, IT Networking, 3.7 GPA
Homestead High School 2006 — 2007
Northwestern Mutual October 2014 - Present
Robert W. Baird & Co. March 2014 - September 2014
ManpowerGroup July 2013 - March 2014
Swedish Consulate April 2010 - December 2012
Metro Markets May 2011 - October 2011
Piggly Wiggly Carolina March 2010 - September 2010
Ziehl Emb April 2005 - August 2007
Skills
Troubleshooting, Active Directory, Windows 7, Networking, Customer Service, Computer Hardware, Cisco Technologies, Computer Repair, Windows Server, Microsoft Office, Computer Maintenance, Servers, Network Administration, VMware, System Administration, Network Security, Mac OS, Microsoft OS, Cisco, Mirosoft Dynamics cRM, Microsoft Dynamics CRM
Education
University of Wisconsin-Milwaukee 2011 — 2013
Bachelor's degree, Information Science and Technology
Milwaukee Area Technical College 2010 — 2011
Associate's degree, IT Support Specialist, 3.7 GPA
Milwaukee Area Technical College 2007 — 2010
Associate's degree, IT Networking, 3.7 GPA
Homestead High School 2006 — 2007
Sean Brackin's Robert W. Baird & Co. Experience May 2013 - August 2013
Job Credit Analyst at The PrivateBank
Industry Financial Services
Experience
The PrivateBank July 2015 - Present
Benet Academy February 2015 - June 2015
Caffrey's Pub January 2012 - January 2015
Grace Matthews, Inc. May 2014 - August 2014
Robert W. Baird & Co. May 2013 - August 2013
Skills
Financial Analysis, Valuation, Bloomberg Terminal, Microsoft Excel, Access, Accounting, Data Analysis, Financial Accounting, Microsoft Word, Financial Modeling, Analysis, Economics, Mutual Funds, Portfolio Management, Networking, Market Research, Microsoft Office, PowerPoint
Education
Marquette University 2010 — 2014
Bachelor of Science (B.S.), Accounting and Finance
Benet Academy 2006 — 2010
The PrivateBank July 2015 - Present
Benet Academy February 2015 - June 2015
Caffrey's Pub January 2012 - January 2015
Grace Matthews, Inc. May 2014 - August 2014
Robert W. Baird & Co. May 2013 - August 2013
Skills
Financial Analysis, Valuation, Bloomberg Terminal, Microsoft Excel, Access, Accounting, Data Analysis, Financial Accounting, Microsoft Word, Financial Modeling, Analysis, Economics, Mutual Funds, Portfolio Management, Networking, Market Research, Microsoft Office, PowerPoint
Education
Marquette University 2010 — 2014
Bachelor of Science (B.S.), Accounting and Finance
Benet Academy 2006 — 2010
Robert Cesafsky Robert Cesafsky's Robert W. Baird & Co. Experience March 2005 - August 2007
Job Vice President, Strategy and Planning at EMS Software by DEA
Industry Computer Software
Experience
EMS Software by DEA December 2014 - Present
EMS Software by DEA July 2014 - December 2014
JMI Equity September 2007 - December 2014
Robert W. Baird & Co. March 2005 - August 2007
Skills
Mergers & Acquisitions, Financial Modeling, Investment Banking, Equities, Investments, Portfolio Management, Private Equity, Valuation, Venture Capital, Mergers, Enterprise Software, Leadership, Operational Excellence, Executive Management, Management, Strategy, Business Strategy, Strategic Planning, Corporate Development, Business Development, Sales Management, Sales, Sales Process, Sales Operations, Marketing Strategy, Marketing, Marketing Management, Due Diligence, Strategic Partnerships, Financial Analysis, Corporate Finance
Education
Marquette University 2003 — 2004
Bachelor of Science (B.S.), Finance, General
United States Naval Academy 1999 — 2002
Economics
EMS Software by DEA December 2014 - Present
EMS Software by DEA July 2014 - December 2014
JMI Equity September 2007 - December 2014
Robert W. Baird & Co. March 2005 - August 2007
Skills
Mergers & Acquisitions, Financial Modeling, Investment Banking, Equities, Investments, Portfolio Management, Private Equity, Valuation, Venture Capital, Mergers, Enterprise Software, Leadership, Operational Excellence, Executive Management, Management, Strategy, Business Strategy, Strategic Planning, Corporate Development, Business Development, Sales Management, Sales, Sales Process, Sales Operations, Marketing Strategy, Marketing, Marketing Management, Due Diligence, Strategic Partnerships, Financial Analysis, Corporate Finance
Education
Marquette University 2003 — 2004
Bachelor of Science (B.S.), Finance, General
United States Naval Academy 1999 — 2002
Economics
Jeremy Janson's Robert W. Baird & Co. Experience 2014 - Present
Job Investment Banking Analyst at Robert W. Baird & Co.
Industry Investment Banking
Experience
Robert W. Baird & Co. 2014 - Present
Macquarie Group June 2013 - August 2013
Wilton Family YMCA June 2010 - August 2012
Skills
Data Analysis, Regression Analysis, Financial Analysis, Financial Modeling, Microsoft Office, Stata, Python, Problem Solving
Education
Middlebury College 2010 — 2014
Bachelor of Arts (BA), Economics
Hopkins School 2005 — 2010
Robert W. Baird & Co. 2014 - Present
Macquarie Group June 2013 - August 2013
Wilton Family YMCA June 2010 - August 2012
Skills
Data Analysis, Regression Analysis, Financial Analysis, Financial Modeling, Microsoft Office, Stata, Python, Problem Solving
Education
Middlebury College 2010 — 2014
Bachelor of Arts (BA), Economics
Hopkins School 2005 — 2010
Tori Geraldson Tori Geraldson's Robert W. Baird & Co. Experience December 2014 - Present
Job Marquette Business Student | Financial Reporting Intern at Robert W. Baird & Co.
Industry Accounting
Experience
Robert W. Baird & Co. December 2014 - Present
Marquette University September 2014 - December 2014
Precision Gears, Inc. May 2013 - August 2014
Tony and Mia's in Delafield June 2013 - December 2013
Aasen Heating and Cooling February 2010 - August 2012
Skills
Accounting, Intrapersonal Skills, Microsoft Excel, Public Speaking, Customer Service, Teamwork, Social Networking, Time Management, Oracle Applications, Microsoft Office, Event Planning, Management
Education
Marquette University 2012 — 2016
Bachelor of Business Administration (BBA), Accounting
Universidad de Deusto 2014 — 2014
Semester Abroad, International Business
Robert W. Baird & Co. December 2014 - Present
Marquette University September 2014 - December 2014
Precision Gears, Inc. May 2013 - August 2014
Tony and Mia's in Delafield June 2013 - December 2013
Aasen Heating and Cooling February 2010 - August 2012
Skills
Accounting, Intrapersonal Skills, Microsoft Excel, Public Speaking, Customer Service, Teamwork, Social Networking, Time Management, Oracle Applications, Microsoft Office, Event Planning, Management
Education
Marquette University 2012 — 2016
Bachelor of Business Administration (BBA), Accounting
Universidad de Deusto 2014 — 2014
Semester Abroad, International Business
Shane Sweeney's Robert W. Baird & Co. Experience May 2014 - December 2014
Job Finance Student at Marquette University
Industry Financial Services
Experience
Wilson Sporting Goods Co. June 2015 - August 2015
Robert W. Baird & Co. May 2014 - December 2014
Marquette University August 2013 - November 2014
Park Ridge Country Club May 2012 - August 2013
Park Ridge Country Club April 2008 - August 2013
Skills
PowerPoint, Microsoft Office, Customer Service, Microsoft Excel, Microsoft Word, Golf, Leadership, Data Analysis, Facebook, Social Networking, Event Planning, Social Media, Time Management, Public Speaking, Research, Teamwork
Education
Marquette University 2012 — 2016
Wilson Sporting Goods Co. June 2015 - August 2015
Robert W. Baird & Co. May 2014 - December 2014
Marquette University August 2013 - November 2014
Park Ridge Country Club May 2012 - August 2013
Park Ridge Country Club April 2008 - August 2013
Skills
PowerPoint, Microsoft Office, Customer Service, Microsoft Excel, Microsoft Word, Golf, Leadership, Data Analysis, Facebook, Social Networking, Event Planning, Social Media, Time Management, Public Speaking, Research, Teamwork
Education
Marquette University 2012 — 2016
Shelayne Juneau Shelayne Juneau's Robert W. Baird & Co. Experience April 2006 - April 2006
Job Currently looking for a new opportunity
Industry Information Technology and Services
Experience
Johnson Controls February 2014 - September 2014
SmartSource at Robert W. Baird October 2013 - November 2013
Exacta at Milwaukee County IMSD May 2013 - October 2013
Technisource/IBM at MillerCoors January 2012 - June 2012
Contracted Projects Various Companies April 2010 - October 2011
Johnson Diversey April 2009 - July 2009
Thomson Reuters May 2006 - August 2008
Robert W. Baird & Co. April 2006 - April 2006
Abbott Labs February 2006 - March 2006
Banctec Inc. August 2004 - February 2006
Skills
DCSE (DELL Certified..., Active Directory, Networking, SharePoint, Hardware, Software Installation, XP, Windows XP, Troubleshooting, Access, Software Documentation, Management, Technical Support, Help Desk Support, Training
Education
Milwaukee Area Technical College 2001 — 2004
Associates, Computer Information Systems, 3.64 GPA
Johnson Controls February 2014 - September 2014
SmartSource at Robert W. Baird October 2013 - November 2013
Exacta at Milwaukee County IMSD May 2013 - October 2013
Technisource/IBM at MillerCoors January 2012 - June 2012
Contracted Projects Various Companies April 2010 - October 2011
Johnson Diversey April 2009 - July 2009
Thomson Reuters May 2006 - August 2008
Robert W. Baird & Co. April 2006 - April 2006
Abbott Labs February 2006 - March 2006
Banctec Inc. August 2004 - February 2006
Skills
DCSE (DELL Certified..., Active Directory, Networking, SharePoint, Hardware, Software Installation, XP, Windows XP, Troubleshooting, Access, Software Documentation, Management, Technical Support, Help Desk Support, Training
Education
Milwaukee Area Technical College 2001 — 2004
Associates, Computer Information Systems, 3.64 GPA
Patrick Albertson Patrick Albertson's Robert W. Baird & Co. Experience May 2012 - August 2012
Job Pension Fund Analyst at Northern Trust
Industry Financial Services
Experience
Northern Trust July 2013 - Present
Robert W. Baird & Co. May 2012 - August 2012
CIG Corp. May 2011 - August 2011
Eli Broad College of Business - Michigan State University September 2009 - May 2011
UBS May 2010 - August 2010
Skills
Financial Analysis, Microsoft Excel, Financial Services, Fund Accounting, Microsoft Office, Research
Education
Michigan State University 2009 — 2013
Bachelor of Arts (B.A.), Finance
Northern Trust July 2013 - Present
Robert W. Baird & Co. May 2012 - August 2012
CIG Corp. May 2011 - August 2011
Eli Broad College of Business - Michigan State University September 2009 - May 2011
UBS May 2010 - August 2010
Skills
Financial Analysis, Microsoft Excel, Financial Services, Fund Accounting, Microsoft Office, Research
Education
Michigan State University 2009 — 2013
Bachelor of Arts (B.A.), Finance
Lauren Kneisel Lauren Kneisel's Robert W. Baird & Co. Experience May 2012 - August 2012
Job Student at Miami University
Industry Financial Services
Experience
Grainger June 2014 - August 2014
Elizabeth Arden June 2013 - August 2013
Robert W. Baird & Co. May 2012 - August 2012
MackWorks May 2012 - May 2012
Women's Telegraph May 2012 - May 2012
Skills
Spanish, Investments, Financial Analysis, Finance, Marketing, International Business, Valuation, Portfolio Management
Education
Miami University 2012 — 2015
Bachelor of Business Administration (BBA), Finance; Marketing
Grainger June 2014 - August 2014
Elizabeth Arden June 2013 - August 2013
Robert W. Baird & Co. May 2012 - August 2012
MackWorks May 2012 - May 2012
Women's Telegraph May 2012 - May 2012
Skills
Spanish, Investments, Financial Analysis, Finance, Marketing, International Business, Valuation, Portfolio Management
Education
Miami University 2012 — 2015
Bachelor of Business Administration (BBA), Finance; Marketing
Greg Thorstad Greg Thorstad's Robert W. Baird & Co. Experience July 2014 - Present
Job Financial Advisor at Robert W. Baird & Co. | Retirement Planner | MSU Alum
Industry Financial Services
Experience
Robert W. Baird & Co. July 2014 - Present
Royal Oak Chamber of Commerce 2015 - 2015
The Hanover Insurance Group September 2012 - July 2014
Chungdahm Institute November 2010 - May 2012
Journeys Kidz October 2009 - October 2010
The Southwestern Company April 2009 - August 2009
Spartan Ventures April 2008 - September 2008
Skills
Management, Leadership, Public Speaking, Sales, Customer Service, Financial Modeling, Beginner Korean, Beginner Japanese, PowerPoint, Microsoft Office, Data Analysis, Marketing, Microsoft Excel, Inventory Management, Time Management, Japanese, Research, Social Media, Recruiting, Direct Sales, Series 7
Education
Michigan State University 2005 — 2009
Bachelor of Arts, Finance
Clarkston High School
Robert W. Baird & Co. July 2014 - Present
Royal Oak Chamber of Commerce 2015 - 2015
The Hanover Insurance Group September 2012 - July 2014
Chungdahm Institute November 2010 - May 2012
Journeys Kidz October 2009 - October 2010
The Southwestern Company April 2009 - August 2009
Spartan Ventures April 2008 - September 2008
Skills
Management, Leadership, Public Speaking, Sales, Customer Service, Financial Modeling, Beginner Korean, Beginner Japanese, PowerPoint, Microsoft Office, Data Analysis, Marketing, Microsoft Excel, Inventory Management, Time Management, Japanese, Research, Social Media, Recruiting, Direct Sales, Series 7
Education
Michigan State University 2005 — 2009
Bachelor of Arts, Finance
Clarkston High School
Jon Kreski Jon Kreski's Robert W. Baird & Co. Experience July 1995 - February 1996
Job Business Support Specialist Full Account Management at West Business Solutions LLC
Industry Accounting
Experience
West Business Solutions LLC September 2014 - Present
West Business Solutions LLC May 2014 - August 2014
Cadre April 2013 - January 2014
SCA Tissue North America October 2007 - June 2012
SCA Tissue North America April 2006 - October 2007
Robert W. Baird & Co. July 1995 - February 1996
Fort Howard March 1993 - April 1995
Miners State Bank January 1992 - February 1993
Shopko Stores, Inc. 1982 - 1991
Skills
Supervision, Project Management, Microsoft Excel, Spreadsheets, Ad Hoc Reporting, ACL, Auditing, Compliance, Internal Audit, Sarbanes-Oxley Act, IT Auditors, Rebates, Severe Weather, Amateur Radio, Volunteer Management, Exercises, Instructor-led Training, WordPress, Blogging, SAP, Financial Analysis, Accounting, Forecasting, Accounts Receivable, A/R collections, Accounts Payable, Inventory Management, Pricing, Finance, Customer Service, Management, Operational Excellence, Vistex, Analysis, Consumer Products
Education
Michigan Technological University
BSBA, Business Administration
West Iron County High School
College Prep
West Business Solutions LLC September 2014 - Present
West Business Solutions LLC May 2014 - August 2014
Cadre April 2013 - January 2014
SCA Tissue North America October 2007 - June 2012
SCA Tissue North America April 2006 - October 2007
Robert W. Baird & Co. July 1995 - February 1996
Fort Howard March 1993 - April 1995
Miners State Bank January 1992 - February 1993
Shopko Stores, Inc. 1982 - 1991
Skills
Supervision, Project Management, Microsoft Excel, Spreadsheets, Ad Hoc Reporting, ACL, Auditing, Compliance, Internal Audit, Sarbanes-Oxley Act, IT Auditors, Rebates, Severe Weather, Amateur Radio, Volunteer Management, Exercises, Instructor-led Training, WordPress, Blogging, SAP, Financial Analysis, Accounting, Forecasting, Accounts Receivable, A/R collections, Accounts Payable, Inventory Management, Pricing, Finance, Customer Service, Management, Operational Excellence, Vistex, Analysis, Consumer Products
Education
Michigan Technological University
BSBA, Business Administration
West Iron County High School
College Prep
Michaela McDonald's Robert W. Baird & Co. Experience May 2014 - Present
Job Private Wealth Management Intern
Industry Financial Services
Experience
Robert W. Baird & Co. May 2014 - Present
The Marquette Tribune October 2013 - Present
MJC Mobile Legal Clinic September 2013 - May 2014
Buena Vida Coffee December 2012 - December 2013
Skills
Adobe Design Programs, ThomsonOne, Mail Merge, SharePoint, Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft SQL Server, French, French to English, English to French, Time Management, Critical Thinking, Corporate Communications, Cool Hunting
Education
Marquette University 2012 — 2016
Bachelor's Degree, Finance, International Business, Junior
Omaha Marian High School 2008 — 2012
Robert W. Baird & Co. May 2014 - Present
The Marquette Tribune October 2013 - Present
MJC Mobile Legal Clinic September 2013 - May 2014
Buena Vida Coffee December 2012 - December 2013
Skills
Adobe Design Programs, ThomsonOne, Mail Merge, SharePoint, Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft SQL Server, French, French to English, English to French, Time Management, Critical Thinking, Corporate Communications, Cool Hunting
Education
Marquette University 2012 — 2016
Bachelor's Degree, Finance, International Business, Junior
Omaha Marian High School 2008 — 2012
Stephanie Kershek Stephanie Kershek's Robert W. Baird & Co. Experience 2004 - 2005
Job Real Estate & Higher Education
Industry Real Estate
Experience
Irgens 2014 - Present
Waukesha County Technical College 2008 - Present
Madison Area Technical College 2012 - Present
Lakeside Pet Sitters 2004 - Present
NAI MLG Commercial 2008 - 2014
Milwaukee Bar Association Lawyer Referral Service 2005 - 2007
Robert W. Baird & Co. 2004 - 2005
Northwestern Mutual 2002 - 2004
Skills
Event Planning, Microsoft Office, Editing, Research, Newsletters, Communication, Project Management, Process Improvement, Organization, Prioritisation, Time Management, Corporate Communications, Marketing Communications, Social Media, Public Relations, Social Networking, Big-picture Thinking, Events Coordination, Web Content, Written Correspondence, Office Management, Graphic Design, Real Estate, Higher Education, Community Outreach, Confidentiality, Highly detail oriented, Executive Support, Client Relations Skills, Public Speaking, Outlook, Microsoft Word, Microsoft Excel, Microsoft Publisher, PowerPoint, Adobe Acrobat, Brochures, Nonprofits, Small Business, Copy Editing
Education
University of Wisconsin-Milwaukee
Master of Arts (MA)
Marquette University
Bachelor of Arts (BA)
Irgens 2014 - Present
Waukesha County Technical College 2008 - Present
Madison Area Technical College 2012 - Present
Lakeside Pet Sitters 2004 - Present
NAI MLG Commercial 2008 - 2014
Milwaukee Bar Association Lawyer Referral Service 2005 - 2007
Robert W. Baird & Co. 2004 - 2005
Northwestern Mutual 2002 - 2004
Skills
Event Planning, Microsoft Office, Editing, Research, Newsletters, Communication, Project Management, Process Improvement, Organization, Prioritisation, Time Management, Corporate Communications, Marketing Communications, Social Media, Public Relations, Social Networking, Big-picture Thinking, Events Coordination, Web Content, Written Correspondence, Office Management, Graphic Design, Real Estate, Higher Education, Community Outreach, Confidentiality, Highly detail oriented, Executive Support, Client Relations Skills, Public Speaking, Outlook, Microsoft Word, Microsoft Excel, Microsoft Publisher, PowerPoint, Adobe Acrobat, Brochures, Nonprofits, Small Business, Copy Editing
Education
University of Wisconsin-Milwaukee
Master of Arts (MA)
Marquette University
Bachelor of Arts (BA)
Michael Boosel, CFP®'s Robert W. Baird & Co. Experience July 2005 - Present
Job Director Private Wealth Management, Robert W. Baird & Co., Inc.
Industry Financial Services
Experience
Robert W. Baird & Co. July 2005 - Present
Financial Educators Network July 2008 - Present
Morgan Stanley July 1993 - July 2005
Skills
Retirement Planning, Financial Planning, Investments, Comprehensive Wealth..., Investment Advisory, Asset Allocation, Series 7, Series 63, Wealth Management, Series 65, Retirement, Asset Managment, Financial Planners, Strategic Financial..., Wealth Management..., Mutual Funds, Financial Advisory, Financial Services, Portfolio Management, Estate Planning
Education
Miami University 1987 — 1991
B.A., Communication
University of Chicago 2006 — 2006
Senior Investment Consultant Program
Oglethorpe University 2006 — 2007
CFP®, CERTIFIED FINANCIAL PLANNER™ Program
Robert W. Baird & Co. July 2005 - Present
Financial Educators Network July 2008 - Present
Morgan Stanley July 1993 - July 2005
Skills
Retirement Planning, Financial Planning, Investments, Comprehensive Wealth..., Investment Advisory, Asset Allocation, Series 7, Series 63, Wealth Management, Series 65, Retirement, Asset Managment, Financial Planners, Strategic Financial..., Wealth Management..., Mutual Funds, Financial Advisory, Financial Services, Portfolio Management, Estate Planning
Education
Miami University 1987 — 1991
B.A., Communication
University of Chicago 2006 — 2006
Senior Investment Consultant Program
Oglethorpe University 2006 — 2007
CFP®, CERTIFIED FINANCIAL PLANNER™ Program
Tracey Killoran Tracey Killoran's Robert W. Baird & Co. Experience July 2010 - Present
Job Senior Product Manager at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. July 2010 - Present
Robert W. Baird & Co. May 2002 - July 2010
Jefferson Wells June 1997 - May 2002
Conley McDonald September 1996 - May 1997
Skills
Auditing, Internal Audit, Sarbanes-Oxley Act, Relationship Management, Internal Controls, Series 7, Series 24, Series 66, Product Management, Investment Advisory, Financial Modeling, Portfolio Management, Accounting, Financial Services, Leadership, Asset Allocation, Mutual Funds, Financial Analysis, Management, Strategic Financial..., Risk Management, Finance, Securities, Wealth Management
Education
Marquette University 1992 — 1996
BS, Accounting
Robert W. Baird & Co. July 2010 - Present
Robert W. Baird & Co. May 2002 - July 2010
Jefferson Wells June 1997 - May 2002
Conley McDonald September 1996 - May 1997
Skills
Auditing, Internal Audit, Sarbanes-Oxley Act, Relationship Management, Internal Controls, Series 7, Series 24, Series 66, Product Management, Investment Advisory, Financial Modeling, Portfolio Management, Accounting, Financial Services, Leadership, Asset Allocation, Mutual Funds, Financial Analysis, Management, Strategic Financial..., Risk Management, Finance, Securities, Wealth Management
Education
Marquette University 1992 — 1996
BS, Accounting
Stephen Hoch, CFP® Stephen Hoch, CFP®'s Robert W. Baird & Co. Experience February 1988 - Present
Job Managing Director, CERTIFIED FINANCIAL PLANNER TM at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. February 1988 - Present
Robert W. Baird & Co. February 1988 - Present
Skills
Investment Advisory, Series 7, Investment Strategies, Series 63, Alternative Investments, Asset Allocation, Finance, Mutual Funds, Portfolio Management, FINRA, Marketing Strategy, Securities, Wealth Management
Education
Marquette University 1986 — 1987
Master of Business Administration (M.B.A.), Business/Finance
Western State College 1979 — 1984
Bachelor of Arts (BA), Business/Managerial Economics
Robert W. Baird & Co. February 1988 - Present
Robert W. Baird & Co. February 1988 - Present
Skills
Investment Advisory, Series 7, Investment Strategies, Series 63, Alternative Investments, Asset Allocation, Finance, Mutual Funds, Portfolio Management, FINRA, Marketing Strategy, Securities, Wealth Management
Education
Marquette University 1986 — 1987
Master of Business Administration (M.B.A.), Business/Finance
Western State College 1979 — 1984
Bachelor of Arts (BA), Business/Managerial Economics
Tom Duffey Tom Duffey's Robert W. Baird & Co. Experience October 2011 - Present
Job Client Relationship Manager at Baird Family Wealth Group
Industry Financial Services
Experience
Marquette University High School September 2014 - Present
Notre Dame Schools of Milwaukee September 2013 - Present
Robert W. Baird & Co. October 2011 - Present
Cedar Street Advisors/Marshall & Ilsley Trust Company February 2006 - October 2011
Duffey Law Office, S.C. May 1982 - February 2006
Portfolio Concepts, Inc. April 1993 - November 2000
Education
Marquette University Law School 1979 — 1982
JD, Law
Marquette University 1975 — 1979
BS, Economics
Marquette University High School September 2014 - Present
Notre Dame Schools of Milwaukee September 2013 - Present
Robert W. Baird & Co. October 2011 - Present
Cedar Street Advisors/Marshall & Ilsley Trust Company February 2006 - October 2011
Duffey Law Office, S.C. May 1982 - February 2006
Portfolio Concepts, Inc. April 1993 - November 2000
Education
Marquette University Law School 1979 — 1982
JD, Law
Marquette University 1975 — 1979
BS, Economics
Dave Grady's Robert W. Baird & Co. Experience April 2009 - Present
Job Graphic Designer at Robert W. Baird & Co.
Industry Marketing and Advertising
Experience
Robert W. Baird & Co. April 2009 - Present
Laughlin Constable February 2004 - March 2009
The Panda Group December 2002 - August 2003
Skills
Graphic Design, Video Production, Video Editing, Photography, Adobe Creative Suite, Social Media, Email Marketing, Web Design, Art Direction, Print Production, Advertising, Logo Design, Branding & Identity
Education
University of Wisconsin-Milwaukee
Bachelor of Arts (B.A.), Painting & Graphic Design
Milwaukee Institute of Art & Design
Communication Design
Robert W. Baird & Co. April 2009 - Present
Laughlin Constable February 2004 - March 2009
The Panda Group December 2002 - August 2003
Skills
Graphic Design, Video Production, Video Editing, Photography, Adobe Creative Suite, Social Media, Email Marketing, Web Design, Art Direction, Print Production, Advertising, Logo Design, Branding & Identity
Education
University of Wisconsin-Milwaukee
Bachelor of Arts (B.A.), Painting & Graphic Design
Milwaukee Institute of Art & Design
Communication Design
Hunter Parks's Robert W. Baird & Co. Experience December 2014 - Present
Job IT Infrastructure/Operations Intern at Rw Baird Co Inc
Industry Food & Beverages
Experience
Robert W. Baird & Co. December 2014 - Present
Precision Plus, Inc. December 2013 - Present
Hunter's Computer Solutions April 2013 - Present
Hygieneering, Inc. September 2012 - Present
Notting Hill Decorative Hardware January 2011 - December 2013
Lake Country Market June 2011 - September 2012
Skills
Microsoft Office, OS X, Windows 7, Computer Hardware, Troubleshooting, Windows Server, Active Directory, Networking, Customer Service, Software Installation, Servers, Management, Windows XP
Education
Milwaukee School of Engineering 2014 — 2018
BS Computer Engineering, BS Software Engineering
Robert W. Baird & Co. December 2014 - Present
Precision Plus, Inc. December 2013 - Present
Hunter's Computer Solutions April 2013 - Present
Hygieneering, Inc. September 2012 - Present
Notting Hill Decorative Hardware January 2011 - December 2013
Lake Country Market June 2011 - September 2012
Skills
Microsoft Office, OS X, Windows 7, Computer Hardware, Troubleshooting, Windows Server, Active Directory, Networking, Customer Service, Software Installation, Servers, Management, Windows XP
Education
Milwaukee School of Engineering 2014 — 2018
BS Computer Engineering, BS Software Engineering
Shannon Lawton Shannon Lawton's Robert W. Baird & Co. Experience April 2011 - September 2011
Job Debt Investor Relations Manager at American Express
Industry Financial Services
Experience
American Express January 2014 - Present
Ernst & Young September 2011 - January 2014
Robert W. Baird & Co. April 2011 - September 2011
Ernst & Young June 2010 - August 2010
Education
Marquette University 2007 — 2011
Bachelor of Business Administration (B.B.A.), Finance, General
American Express January 2014 - Present
Ernst & Young September 2011 - January 2014
Robert W. Baird & Co. April 2011 - September 2011
Ernst & Young June 2010 - August 2010
Education
Marquette University 2007 — 2011
Bachelor of Business Administration (B.B.A.), Finance, General
Nicole Carrier (Jankowski) Nicole Carrier (Jankowski)'s Robert W. Baird & Co. Experience September 2013 - Present
Job Accounting and Regulation Sr. Analyst at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. September 2013 - Present
CUNA Mutual Group April 2011 - September 2013
Deloitte January 2010 - March 2011
Northwestern Mutual January 2008 - December 2010
Education
Marquette University 2005 — 2009
Accounting and Marketing
Robert W. Baird & Co. September 2013 - Present
CUNA Mutual Group April 2011 - September 2013
Deloitte January 2010 - March 2011
Northwestern Mutual January 2008 - December 2010
Education
Marquette University 2005 — 2009
Accounting and Marketing
Scott Paque Scott Paque's Robert W. Baird & Co. Experience January 2008 - December 2010
Job Financial Operations Leader
Industry Insurance
Experience
Anthem, Inc. August 2015 - Present
Anthem, Inc. April 2011 - August 2015
Robert W. Baird & Co. January 2008 - December 2010
Robert W. Baird & Co. December 2003 - January 2008
BNY Clearing Services February 2003 - November 2003
BNY Clearing Services June 2001 - February 2003
BNY Clearing Services November 1999 - June 2001
Thomson Reuters BETA Systems February 1998 - November 1999
Skills
Subrogation, Microsoft Access, Microsoft Excel, Microsoft Word, Visio, SharePoint, SQL, Crystal Reports, Adobe Acrobat, ClearQuest, Test Director, Teradata, SQL Developer, Business Requirements, Test Planning, User Acceptance Testing, Medicare, Microsoft PowerPoint, RQM, ReqPro, Business Analysis, Process Improvement, SDLC, CRM, Strategy, Project Management, Management, IT Strategy, Oracle, Databases, Project Portfolio..., Vendor Management, Data Analysis, Requirements Gathering, Business Process, Quality Assurance, Software Project..., Business Process..., Integration, Leadership, Health Insurance, Strategic Planning, Access, Enterprise Software, Training
Education
Mississippi State University - College of Business and Industry 2007 — 2010
MBA
University of Wisconsin-Madison - School of Business 1994 — 1997
BBA, Finance
Fox Valley Lutheran
Anthem, Inc. August 2015 - Present
Anthem, Inc. April 2011 - August 2015
Robert W. Baird & Co. January 2008 - December 2010
Robert W. Baird & Co. December 2003 - January 2008
BNY Clearing Services February 2003 - November 2003
BNY Clearing Services June 2001 - February 2003
BNY Clearing Services November 1999 - June 2001
Thomson Reuters BETA Systems February 1998 - November 1999
Skills
Subrogation, Microsoft Access, Microsoft Excel, Microsoft Word, Visio, SharePoint, SQL, Crystal Reports, Adobe Acrobat, ClearQuest, Test Director, Teradata, SQL Developer, Business Requirements, Test Planning, User Acceptance Testing, Medicare, Microsoft PowerPoint, RQM, ReqPro, Business Analysis, Process Improvement, SDLC, CRM, Strategy, Project Management, Management, IT Strategy, Oracle, Databases, Project Portfolio..., Vendor Management, Data Analysis, Requirements Gathering, Business Process, Quality Assurance, Software Project..., Business Process..., Integration, Leadership, Health Insurance, Strategic Planning, Access, Enterprise Software, Training
Education
Mississippi State University - College of Business and Industry 2007 — 2010
MBA
University of Wisconsin-Madison - School of Business 1994 — 1997
BBA, Finance
Fox Valley Lutheran
Jim McGuire Jim McGuire's Robert W. Baird & Co. Experience September 2014 - Present
Job Branch Manager at Robert W. Baird and Co.
Industry Financial Services
Experience
Robert W. Baird & Co. September 2014 - Present
Wells Fargo Advisors September 2005 - September 2014
Pioneer Investments September 2000 - September 2005
Great American Financial Resources September 1998 - September 2000
IFMG 1995 - 1998
IFMG 1992 - 1995
Mass Mutual 1990 - 1992
Skills
Budgeting, Retirement, Investments, Coaching, Sales Management, Budgets, Sales, Finance, Strategic Planning, Banking, Human Resources, Leadership, Financial Services
Education
Miami University 1983 — 1988
BA, English Literature
Findlay High School 1980 — 1983
diploma, English Language and Literature, General
CAPP
Robert W. Baird & Co. September 2014 - Present
Wells Fargo Advisors September 2005 - September 2014
Pioneer Investments September 2000 - September 2005
Great American Financial Resources September 1998 - September 2000
IFMG 1995 - 1998
IFMG 1992 - 1995
Mass Mutual 1990 - 1992
Skills
Budgeting, Retirement, Investments, Coaching, Sales Management, Budgets, Sales, Finance, Strategic Planning, Banking, Human Resources, Leadership, Financial Services
Education
Miami University 1983 — 1988
BA, English Literature
Findlay High School 1980 — 1983
diploma, English Language and Literature, General
CAPP
Shawn Zoltak Shawn Zoltak's Robert W. Baird & Co. Experience January 2007 - Present
Job Assistant Vice President Registered Client Relationship Specialist at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. January 2007 - Present
Robert W. Baird & Co. June 2004 - January 2007
Education
Marquette University 1994 — 1998
Robert W. Baird & Co. January 2007 - Present
Robert W. Baird & Co. June 2004 - January 2007
Education
Marquette University 1994 — 1998
Steven Pawlak Steven Pawlak'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
Oakland Hills Country Club April 2008 - June 2015
Michigan State University Department of Economics January 2014 - May 2015
Hoover & Associates May 2013 - December 2013
Skills
Economics, Finance, Golf, Mutual Funds, Bloomberg, Financial Statement..., Bloomberg Terminal, Research
Education
Michigan State University 2011 — 2015
Finance (BA), Economics (BS)
Troy Athens High School 2007 — 2011
4.3 GPA
Robert W. Baird & Co. July 2015 - Present
Oakland Hills Country Club April 2008 - June 2015
Michigan State University Department of Economics January 2014 - May 2015
Hoover & Associates May 2013 - December 2013
Skills
Economics, Finance, Golf, Mutual Funds, Bloomberg, Financial Statement..., Bloomberg Terminal, Research
Education
Michigan State University 2011 — 2015
Finance (BA), Economics (BS)
Troy Athens High School 2007 — 2011
4.3 GPA
Ryan Antkowiak, CFP®'s Robert W. Baird & Co. Experience May 2013 - Present
Job Financial Advisor at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. May 2013 - Present
Robert W. Baird & Co. April 2007 - April 2013
John Hancock Life Insurance Company (U.S.A.) March 2004 - March 2007
The Ambrose Group September 2002 - August 2004
Skills
Certified Financial..., Series 7, Series 63, Retirement Planning, Mutual Funds, Investments, Strategic Financial..., Financial Planners, Insurance, Financial Advisory, Investment Management, Asset Allocation, Wealth Management, Life Insurance
Education
Marquette University 2000 — 2004
Bachelors, Finance, Marketing
Robert W. Baird & Co. May 2013 - Present
Robert W. Baird & Co. April 2007 - April 2013
John Hancock Life Insurance Company (U.S.A.) March 2004 - March 2007
The Ambrose Group September 2002 - August 2004
Skills
Certified Financial..., Series 7, Series 63, Retirement Planning, Mutual Funds, Investments, Strategic Financial..., Financial Planners, Insurance, Financial Advisory, Investment Management, Asset Allocation, Wealth Management, Life Insurance
Education
Marquette University 2000 — 2004
Bachelors, Finance, Marketing
Ray Redlingshafer's Robert W. Baird & Co. Experience April 2010 - June 2012
Job Investment Officer at The Private Bank And Trust Company
Industry Investment Management
Experience
The Private Bank And Trust Company July 2012 - Present
Robert W. Baird & Co. April 2010 - June 2012
MGIC June 2007 - January 2008
2004 Greenwich Adult Day Care, Inc June 2003 - August 2004
Skills
Microsoft Word, Microsoft Excel, Thompson One, Investedge, Addvantage, Fortigent, PowerPoint, Access, Outlook, Bloomberg, Financial Reporting, Financial Analysis, Trading, Series 7, Portfolio Management, Securities, Equities, Investments
Education
University of Notre Dame - Mendoza College of Business 2015 — 2017
Master’s Degree, Masters of Science in Finance
Marquette University 2005 — 2009
Bachelor's Degree, Finance
Iona Preparatory 2001 — 2005
High School
The Private Bank And Trust Company July 2012 - Present
Robert W. Baird & Co. April 2010 - June 2012
MGIC June 2007 - January 2008
2004 Greenwich Adult Day Care, Inc June 2003 - August 2004
Skills
Microsoft Word, Microsoft Excel, Thompson One, Investedge, Addvantage, Fortigent, PowerPoint, Access, Outlook, Bloomberg, Financial Reporting, Financial Analysis, Trading, Series 7, Portfolio Management, Securities, Equities, Investments
Education
University of Notre Dame - Mendoza College of Business 2015 — 2017
Master’s Degree, Masters of Science in Finance
Marquette University 2005 — 2009
Bachelor's Degree, Finance
Iona Preparatory 2001 — 2005
High School
Andrew Hirsch Andrew Hirsch's Robert W. Baird & Co. Experience February 1993 - Present
Job The Hirsch Group at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. February 1993 - Present
The Hirsch Group February 1993 - Present
TampaBay-Job-Links January 2011 - August 2015
Florida Securities Dealer's Association January 1998 - August 2015
Florida Bar Grievance Committee at FLA BAR July 2009 - June 2012
Leadership Tampa 2005 2004 - 2005
L.F. Rothschild and Drexel Burnham 1986 - 1990
Skills
Strategic Financial..., Investments, Wealth Management, Strategy, Retirement Planning, Leadership, Mutual Funds, Securities, Finance, Retirement, Insurance, Financial Advisory, Financial Services, Wealth, Connecting People
Education
Mercer University - Walter F. George School of Law 1982 — 1985
Juris Doctor, Law
Washington and Jefferson College 1978 — 1982
BA, History
Jesuit High School Tampa 1974 — 1978
Robert W. Baird & Co. February 1993 - Present
The Hirsch Group February 1993 - Present
TampaBay-Job-Links January 2011 - August 2015
Florida Securities Dealer's Association January 1998 - August 2015
Florida Bar Grievance Committee at FLA BAR July 2009 - June 2012
Leadership Tampa 2005 2004 - 2005
L.F. Rothschild and Drexel Burnham 1986 - 1990
Skills
Strategic Financial..., Investments, Wealth Management, Strategy, Retirement Planning, Leadership, Mutual Funds, Securities, Finance, Retirement, Insurance, Financial Advisory, Financial Services, Wealth, Connecting People
Education
Mercer University - Walter F. George School of Law 1982 — 1985
Juris Doctor, Law
Washington and Jefferson College 1978 — 1982
BA, History
Jesuit High School Tampa 1974 — 1978
Sarah Burkhart Sarah Burkhart's Robert W. Baird & Co. Experience June 2003 - June 2005
Job Digital Producer at Laughlin Constable
Industry Marketing and Advertising
Experience
Laughlin Constable September 2015 - Present
DCI-Artform, The DCI Marketing Group August 2013 - August 2015
Marquette University March 2009 - July 2013
University of Chicago Booth School of Business July 2005 - March 2009
Robert W. Baird & Co. June 2003 - June 2005
Skills
Team Management, Event Management, Volunteer Management, Stewardship, Higher Education, Community Outreach, Alumni Relations, Nonprofits, Program Development, Philanthropy, Public Speaking, Strategic Communications, Marketing Strategy, Budget Monitoring, Budget Setting, Executive Staffing, Long-term Customer..., Business Relationship..., Donor Recognition, Donor Solicitation, Donor Engagement, Conflict Management, Follow-through Skills, Highly detail oriented, Collaboration, Leading Meetings, Budgets, Event Planning
Education
Marquette University 2009 — 2012
Master of Business Administration (MBA)
Marquette University 1999 — 2003
Bachelor of Business Administration (BBA), Finance and Marketing
Laughlin Constable September 2015 - Present
DCI-Artform, The DCI Marketing Group August 2013 - August 2015
Marquette University March 2009 - July 2013
University of Chicago Booth School of Business July 2005 - March 2009
Robert W. Baird & Co. June 2003 - June 2005
Skills
Team Management, Event Management, Volunteer Management, Stewardship, Higher Education, Community Outreach, Alumni Relations, Nonprofits, Program Development, Philanthropy, Public Speaking, Strategic Communications, Marketing Strategy, Budget Monitoring, Budget Setting, Executive Staffing, Long-term Customer..., Business Relationship..., Donor Recognition, Donor Solicitation, Donor Engagement, Conflict Management, Follow-through Skills, Highly detail oriented, Collaboration, Leading Meetings, Budgets, Event Planning
Education
Marquette University 2009 — 2012
Master of Business Administration (MBA)
Marquette University 1999 — 2003
Bachelor of Business Administration (BBA), Finance and Marketing
Robert Gault Robert Gault's Robert W. Baird & Co. Experience May 2007 - February 2012
Job Trust Operations Specialist at Foley & Lardner LLP
Industry Financial Services
Experience
Foley & Lardner LLP July 2015 - Present
UW Credit Union January 2013 - July 2015
Robert W. Baird & Co. May 2007 - February 2012
Robert W. Baird & Co. March 2003 - May 2007
Robert W. Baird & Co. June 2001 - March 2003
Skills
Municipal Bonds, Investments, Mutual Funds, Uniform Combined State..., Credit Unions, Banking, Personal Finance, Series 7, Series 66, Series 9, Series 10, Public Finance, Regulatory Requirements, Performance Measurement, Compliance, Compliance Support, Bloomberg Terminal, Thomson One Analytics, Ibbotson, Trading, Customer Support, Customer Service, Call Center, Microsoft Office, Apple, Investment Advisory, Access, Asset Allocation, Series 63, Financial Advisory, Analysis, Securities, Due Diligence, Series 24, Wealth Management, Portfolio Management, Fixed Income, FINRA
Education
Milwaukee Area Technical College 1989 — 1990
Foley & Lardner LLP July 2015 - Present
UW Credit Union January 2013 - July 2015
Robert W. Baird & Co. May 2007 - February 2012
Robert W. Baird & Co. March 2003 - May 2007
Robert W. Baird & Co. June 2001 - March 2003
Skills
Municipal Bonds, Investments, Mutual Funds, Uniform Combined State..., Credit Unions, Banking, Personal Finance, Series 7, Series 66, Series 9, Series 10, Public Finance, Regulatory Requirements, Performance Measurement, Compliance, Compliance Support, Bloomberg Terminal, Thomson One Analytics, Ibbotson, Trading, Customer Support, Customer Service, Call Center, Microsoft Office, Apple, Investment Advisory, Access, Asset Allocation, Series 63, Financial Advisory, Analysis, Securities, Due Diligence, Series 24, Wealth Management, Portfolio Management, Fixed Income, FINRA
Education
Milwaukee Area Technical College 1989 — 1990
Kevin Kozinski Kevin Kozinski's Robert W. Baird & Co. Experience December 2014 - Present
Job Data Modeler at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. December 2014 - Present
Robert W. Baird & Co. July 2010 - Present
Kforce Technology Staffing July 2009 - July 2010
Stratagem May 2009 - June 2009
Artisan Partners Limited Partnership November 2003 - January 2009
My On-going Professional Journey 2009 - 2009
Exacta October 2002 - November 2003
Safenet Consulting May 2000 - September 2002
Metavante August 1999 - May 2000
Metavante November 1992 - August 1999
Skills
Business Intelligence, Database Administration, Data Management, SSIS, Microsoft SQL Server, Data Warehousing, ETL, Requirements Analysis, SQL, Visio, Agile Methodologies, SSRS, T-SQL, Requirements Gathering, Process Improvement, Database Design, Data Modeling, Integration, Dimensional Modeling, Data Governance, Data Warehouse..., Databases, Vendor Management, Data Architecture, TFS, Data Analysis, Data Integration, Stored Procedures, Sarcasm, Unix, VB.NET, Disaster Recovery, SQL Tuning, Performance Tuning, Testing
Education
Milwaukee School of Engineering 1987 — 1992
B.S., Business & Computer Systems
Thomas More High School 1983 — 1987
Robert W. Baird & Co. December 2014 - Present
Robert W. Baird & Co. July 2010 - Present
Kforce Technology Staffing July 2009 - July 2010
Stratagem May 2009 - June 2009
Artisan Partners Limited Partnership November 2003 - January 2009
My On-going Professional Journey 2009 - 2009
Exacta October 2002 - November 2003
Safenet Consulting May 2000 - September 2002
Metavante August 1999 - May 2000
Metavante November 1992 - August 1999
Skills
Business Intelligence, Database Administration, Data Management, SSIS, Microsoft SQL Server, Data Warehousing, ETL, Requirements Analysis, SQL, Visio, Agile Methodologies, SSRS, T-SQL, Requirements Gathering, Process Improvement, Database Design, Data Modeling, Integration, Dimensional Modeling, Data Governance, Data Warehouse..., Databases, Vendor Management, Data Architecture, TFS, Data Analysis, Data Integration, Stored Procedures, Sarcasm, Unix, VB.NET, Disaster Recovery, SQL Tuning, Performance Tuning, Testing
Education
Milwaukee School of Engineering 1987 — 1992
B.S., Business & Computer Systems
Thomas More High School 1983 — 1987
Carlton Holland Carlton Holland's Robert W. Baird & Co. Experience November 2014 - Present
Job Application Administrator at Robert W. Baird & Co.
Industry Information Technology and Services
Experience
Robert W. Baird & Co. November 2014 - Present
Fiserv April 2013 - November 2014
Aurora Health Care July 2011 - April 2013
Aurora Health Care January 2008 - July 2011
Aurora Health Care June 2002 - December 2007
Skills
Windows Server 2008, Active Directory, Windows XP Professional, Windows 7, Troubleshooting, Customer Service, Windows Server 2003, Mobility Services..., Desktop Computers, Business Services, Windows Server, VMware, Windows XP, Operating Systems, Technical Support, System Administration, Testing, Information Technology, Leadership, Software Documentation, Training
Education
Winona State University 2002 — 2007
B.S., Professional Studies
Milwaukee Lutheran High School 1998 — 2002
Milwaukee Area Technical College
Robert W. Baird & Co. November 2014 - Present
Fiserv April 2013 - November 2014
Aurora Health Care July 2011 - April 2013
Aurora Health Care January 2008 - July 2011
Aurora Health Care June 2002 - December 2007
Skills
Windows Server 2008, Active Directory, Windows XP Professional, Windows 7, Troubleshooting, Customer Service, Windows Server 2003, Mobility Services..., Desktop Computers, Business Services, Windows Server, VMware, Windows XP, Operating Systems, Technical Support, System Administration, Testing, Information Technology, Leadership, Software Documentation, Training
Education
Winona State University 2002 — 2007
B.S., Professional Studies
Milwaukee Lutheran High School 1998 — 2002
Milwaukee Area Technical College
Courtney Gruenwald's Robert W. Baird & Co. Experience 1999 - 2001
Job Talent Acquisition Coordinator at Cielo Talent
Industry Banking
Experience
Cielo Talent August 2015 - Present
Fiserv June 2014 - July 2015
Lamplight September 2013 - June 2014
Actuant Corporation April 2012 - September 2013
Actuant Corporation April 2011 - April 2012
Marshall & Ilsley Corporation 2010 - June 2011
Hyatt 2009 - 2010
Summers Custom Floors & Walls 2006 - 2009
Wells Fargo 2001 - 2007
Robert W. Baird & Co. 1999 - 2001
Skills
Recruiting, Onboarding, Microsoft Office, Talent Acquisition, Employee Benefits, Management, Payroll, Microsoft Word, Interviews, Microsoft Excel, PowerPoint, HRIS, Outlook, Time Management, New Hire Orientations, Administration, Lotus Notes, Microsoft Publisher, System Administration, Ceridian, PeopleSoft, Budgets, Excel, Word, Kronos, Concur, Employee Relations, Benefits Administration, SharePoint, Appointment Scheduling, Kronos Timekeeping, LinkedIn Recruiter, Project Coordination, Workday, OpenHire, Visio
Education
Red Rocks Community College 1997 — 1998
Accounting
Milwaukee Area Technical College
Accounting
Cielo Talent August 2015 - Present
Fiserv June 2014 - July 2015
Lamplight September 2013 - June 2014
Actuant Corporation April 2012 - September 2013
Actuant Corporation April 2011 - April 2012
Marshall & Ilsley Corporation 2010 - June 2011
Hyatt 2009 - 2010
Summers Custom Floors & Walls 2006 - 2009
Wells Fargo 2001 - 2007
Robert W. Baird & Co. 1999 - 2001
Skills
Recruiting, Onboarding, Microsoft Office, Talent Acquisition, Employee Benefits, Management, Payroll, Microsoft Word, Interviews, Microsoft Excel, PowerPoint, HRIS, Outlook, Time Management, New Hire Orientations, Administration, Lotus Notes, Microsoft Publisher, System Administration, Ceridian, PeopleSoft, Budgets, Excel, Word, Kronos, Concur, Employee Relations, Benefits Administration, SharePoint, Appointment Scheduling, Kronos Timekeeping, LinkedIn Recruiter, Project Coordination, Workday, OpenHire, Visio
Education
Red Rocks Community College 1997 — 1998
Accounting
Milwaukee Area Technical College
Accounting
Tracy Reich-Smith Tracy Reich-Smith's Robert W. Baird & Co. Experience December 1997 - October 2015
Job Vice President, Sr. Talent Development Consultant at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. December 1997 - October 2015
Skills
Investments, Wealth Management, Mutual Funds, Series 7, Process Improvement, Series 63, Securities, Portfolio Management, Strategic Planning, Asset Allocation, Communication, Consulting, Organizational..., Project Management, Project Planning, Training, Management
Education
Milwaukee Area Technical College 1994 — 1996
Associate’s Degree, Computer Information Systems: Programmer/Analyst
University of Wisconsin-Madison 1990 — 1992
Zoology
Robert W. Baird & Co. December 1997 - October 2015
Skills
Investments, Wealth Management, Mutual Funds, Series 7, Process Improvement, Series 63, Securities, Portfolio Management, Strategic Planning, Asset Allocation, Communication, Consulting, Organizational..., Project Management, Project Planning, Training, Management
Education
Milwaukee Area Technical College 1994 — 1996
Associate’s Degree, Computer Information Systems: Programmer/Analyst
University of Wisconsin-Madison 1990 — 1992
Zoology
Sean Morrissey Sean Morrissey's Robert W. Baird & Co. Experience January 2012 - August 2012
Job Credit Analyst at Bank of America
Industry Financial Services
Experience
Bank of America May 2014 - Present
Lubar & Co. June 2013 - December 2013
Robert W. Baird & Co. January 2012 - August 2012
Palmolive Building Condo Associates June 2011 - August 2011
Skills
Financial Analysis, Microsoft Excel, PowerPoint, Microsoft Word, Access, Public Speaking, Bloomberg, Equity Research, Investments, Bloomberg Terminal
Education
Marquette University 2010 — 2014
Bachelor's degree, Economics and Finance with specialization in Applied Investment Management
Bank of America May 2014 - Present
Lubar & Co. June 2013 - December 2013
Robert W. Baird & Co. January 2012 - August 2012
Palmolive Building Condo Associates June 2011 - August 2011
Skills
Financial Analysis, Microsoft Excel, PowerPoint, Microsoft Word, Access, Public Speaking, Bloomberg, Equity Research, Investments, Bloomberg Terminal
Education
Marquette University 2010 — 2014
Bachelor's degree, Economics and Finance with specialization in Applied Investment Management
Riley Kelly Riley Kelly's Robert W. Baird & Co. Experience May 2015 - August 2015
Job Business Process Analyst Intern at Robert W. Baird & Co.
Industry Information Services
Experience
Miami University Panhellenic Association February 2015 - Present
Miami University Club Tennis Team September 2012 - Present
Robert W. Baird & Co. May 2015 - August 2015
Milwaukee Country Club May 2014 - August 2014
Paley Tennis Academy June 2011 - August 2014
Skills
Teamwork, Social Media, Public Speaking, English, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Photoshop, Java, HTML, SAS, SQL, Citrix, Marketing, Leadership, Social Networking, Time Management, Event Planning, Public Relations, Event Management, Sales
Education
Miami University 2012 — 2016
Bachelor of Science in Business, Majoring in Business Management and Leadership, Minoring in Business Analytics
Miami University Panhellenic Association February 2015 - Present
Miami University Club Tennis Team September 2012 - Present
Robert W. Baird & Co. May 2015 - August 2015
Milwaukee Country Club May 2014 - August 2014
Paley Tennis Academy June 2011 - August 2014
Skills
Teamwork, Social Media, Public Speaking, English, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Photoshop, Java, HTML, SAS, SQL, Citrix, Marketing, Leadership, Social Networking, Time Management, Event Planning, Public Relations, Event Management, Sales
Education
Miami University 2012 — 2016
Bachelor of Science in Business, Majoring in Business Management and Leadership, Minoring in Business Analytics
Jennifer Stinnett's Robert W. Baird & Co. Experience 1991 - 1996
Job CoFounder / CEO at Taster's Circle II Founder of eJenn Solutions Online Marketing Management
Industry Marketing and Advertising
Experience
Taster's Circle May 2015 - Present
eJenn Solutions January 2009 - Present
Jennifer's Review May 2007 - July 2014
Coldwell Banker Success April 2009 - December 2010
Griffin Company Realtors 2006 - February 2009
Shorewest Realtors 1998 - 2006
CG Schmidt 1996 - 1998
Robert W. Baird & Co. 1991 - 1996
Skills
Social Media Marketing, Online Marketing, Social Media, Blogging, Social Networking, Marketing, Relocation, E-commerce, Lead Generation, Content Strategy, Training, Personal Branding, Digital Media, Social Media Outreach, Business Development, Web Marketing, Sales, Management, Entrepreneurship, Real Estate, Email Marketing, Coaching, Networking, Referrals, Mobile Marketing, Web Analytics, Fundraising, SEO, Advertising, SEM, Social Media Measurement, Digital Strategy, Customer Satisfaction, Facebook, Copywriting, Customer Service, Selling, Brand Development, New Media, Marketing Strategy, Strategic Partnerships, Social Marketing, Google Adwords, Digital Marketing, Online Advertising, Small Business, Website Development, Web Content, Google Analytics, Content Creation
Education
Milwaukee Area Technical College 1998 — 2000
Business Administration, Incomplete
Riverside University High School 1986 — 1989
Taster's Circle May 2015 - Present
eJenn Solutions January 2009 - Present
Jennifer's Review May 2007 - July 2014
Coldwell Banker Success April 2009 - December 2010
Griffin Company Realtors 2006 - February 2009
Shorewest Realtors 1998 - 2006
CG Schmidt 1996 - 1998
Robert W. Baird & Co. 1991 - 1996
Skills
Social Media Marketing, Online Marketing, Social Media, Blogging, Social Networking, Marketing, Relocation, E-commerce, Lead Generation, Content Strategy, Training, Personal Branding, Digital Media, Social Media Outreach, Business Development, Web Marketing, Sales, Management, Entrepreneurship, Real Estate, Email Marketing, Coaching, Networking, Referrals, Mobile Marketing, Web Analytics, Fundraising, SEO, Advertising, SEM, Social Media Measurement, Digital Strategy, Customer Satisfaction, Facebook, Copywriting, Customer Service, Selling, Brand Development, New Media, Marketing Strategy, Strategic Partnerships, Social Marketing, Google Adwords, Digital Marketing, Online Advertising, Small Business, Website Development, Web Content, Google Analytics, Content Creation
Education
Milwaukee Area Technical College 1998 — 2000
Business Administration, Incomplete
Riverside University High School 1986 — 1989
Jason Stange Jason Stange's Robert W. Baird & Co. Experience October 2011 - August 2013
Job ITSM Process Architect at Concurrency, Inc.
Industry Information Technology and Services
Experience
Concurrency, Inc. April 2014 - Present
Oshkosh Corporation August 2013 - April 2014
Robert W. Baird & Co. October 2011 - August 2013
Robert W. Baird & Co. December 2010 - November 2011
Direct Supply June 2008 - December 2010
Direct Supply, Inc February 2007 - June 2008
Weyco Group, Inc. 2004 - 2007
Harley-Davidson Motor Company 2002 - 2004
Skills
ITIL, Process Improvement, Management, Integration, Business Analysis, Team Building, Project Management, Customer Service, Change Management, Testing, IT Service Management, Software Development, Incident Management, Goal-driven leader, Problem Management, Business Process Mapping, Coaching, Mentoring, Asset Management, Team Leadership, Leadership, Visio
Education
University of Wisconsin-Whitewater 2012 — 2015
Master's degree, Business Administration and Management, General
Milwaukee School of Engineering 2003 — 2005
Bachelor's degree, Management Information Systems, General
Concurrency, Inc. April 2014 - Present
Oshkosh Corporation August 2013 - April 2014
Robert W. Baird & Co. October 2011 - August 2013
Robert W. Baird & Co. December 2010 - November 2011
Direct Supply June 2008 - December 2010
Direct Supply, Inc February 2007 - June 2008
Weyco Group, Inc. 2004 - 2007
Harley-Davidson Motor Company 2002 - 2004
Skills
ITIL, Process Improvement, Management, Integration, Business Analysis, Team Building, Project Management, Customer Service, Change Management, Testing, IT Service Management, Software Development, Incident Management, Goal-driven leader, Problem Management, Business Process Mapping, Coaching, Mentoring, Asset Management, Team Leadership, Leadership, Visio
Education
University of Wisconsin-Whitewater 2012 — 2015
Master's degree, Business Administration and Management, General
Milwaukee School of Engineering 2003 — 2005
Bachelor's degree, Management Information Systems, General
Margaret “Peg” Moore, CFP® CRC® CPWA® Margaret “Peg” Moore, CFP® CRC® CPWA®'s Robert W. Baird & Co. Experience February 1998 - June 2006
Job Managing Director Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors June 2006 - Present
Robert W. Baird & Co. February 1998 - June 2006
Oppenheimer & Co. Inc. August 1996 - February 1998
Merrill Lynch September 1990 - August 1996
Skills
Investments, Insurance, Asset Allocation, Retirement Planning, 401k Rollovers, Business-Owner Planning, Business-Succession..., Concentrated Stock..., Deferred Compensation..., Estate Investment..., Financial Advisory, Fixed-Income Strategies, Investment Planning, Multigenerational..., Retirment-Plan..., Securities, Stock Analysis, Strategic Planning, Tax-Efficient Strategies, Wealth-Preservation...
Education
Michigan State University 1981 — 1986
Bachelor of Science (BS), Science, Health, Physical Education/Fitness
Ann Arbor Huron HS 1979 — 1981
HS Graduate
Wells Fargo Advisors June 2006 - Present
Robert W. Baird & Co. February 1998 - June 2006
Oppenheimer & Co. Inc. August 1996 - February 1998
Merrill Lynch September 1990 - August 1996
Skills
Investments, Insurance, Asset Allocation, Retirement Planning, 401k Rollovers, Business-Owner Planning, Business-Succession..., Concentrated Stock..., Deferred Compensation..., Estate Investment..., Financial Advisory, Fixed-Income Strategies, Investment Planning, Multigenerational..., Retirment-Plan..., Securities, Stock Analysis, Strategic Planning, Tax-Efficient Strategies, Wealth-Preservation...
Education
Michigan State University 1981 — 1986
Bachelor of Science (BS), Science, Health, Physical Education/Fitness
Ann Arbor Huron HS 1979 — 1981
HS Graduate
Allison Bratzel Allison Bratzel's Robert W. Baird & Co. Experience June 2014 - June 2015
Job Equity Research Associate at Raymond James Financial, Inc.
Industry
Experience
Raymond James Financial, Inc. June 2015 - Present
Robert W. Baird & Co. June 2014 - June 2015
Michigan State University Department of Finance August 2012 - May 2014
Robert W. Baird & Co. May 2013 - August 2013
Michigan State University Department of Economics August 2012 - May 2013
Michigan State University November 2012 - November 2012
Michigan State University November 2012 - November 2012
Michigan State University - Dr. Brian Schutte Lab September 2010 - May 2012
Michigan State University April 2012 - April 2012
Easter Seals of DuPage and the Fox Valley Region June 2010 - August 2010
Education
Michigan State University 2010 — 2014
Finance and Economics
Raymond James Financial, Inc. June 2015 - Present
Robert W. Baird & Co. June 2014 - June 2015
Michigan State University Department of Finance August 2012 - May 2014
Robert W. Baird & Co. May 2013 - August 2013
Michigan State University Department of Economics August 2012 - May 2013
Michigan State University November 2012 - November 2012
Michigan State University November 2012 - November 2012
Michigan State University - Dr. Brian Schutte Lab September 2010 - May 2012
Michigan State University April 2012 - April 2012
Easter Seals of DuPage and the Fox Valley Region June 2010 - August 2010
Education
Michigan State University 2010 — 2014
Finance and Economics
Britt Trukenbrod Britt Trukenbrod's Robert W. Baird & Co. Experience 1996 - 2000
Job Managing Director & Partner at William Blair and Company
Industry Investment Banking
Experience
William Blair and Company March 2000 - Present
Robert W. Baird & Co. 1996 - 2000
Arthur Andersen 1990 - 1994
Education
The University of Chicago - Booth School of Business 1994 — 1996
MBA, Finance
Miami University 1986 — 1990
BS, Finance
Deerfield
William Blair and Company March 2000 - Present
Robert W. Baird & Co. 1996 - 2000
Arthur Andersen 1990 - 1994
Education
The University of Chicago - Booth School of Business 1994 — 1996
MBA, Finance
Miami University 1986 — 1990
BS, Finance
Deerfield
Matthew Lombardo, CFA Matthew Lombardo, CFA's Robert W. Baird & Co. Experience July 2013 - June 2015
Job Senior Associate at CapitalWorks LLC
Industry Financial Services
Experience
CapitalWorks LLC June 2015 - Present
Robert W. Baird & Co. July 2013 - June 2015
Victory Capital Management January 2010 - May 2013
Victory Capital Management October 2005 - January 2010
Skills
Chartered Financial..., Equity Valuation, Equity Research, Business Analysis, Financial Analysis, Financial Modeling, Investment Management, Portfolio Management, Asset Managment, Capital Markets, Capital IQ, Asset Allocation, Asset Management, Due Diligence, Equities, Investment Banking, Investments
Education
The University of Chicago - Booth School of Business 2010 — 2013
Master of Business Administration (MBA), Finance, Strategy, Economics and Entrepreneurship
Michigan State University 2001 — 2005
Bachelor of Arts (B.A), Economics
CapitalWorks LLC June 2015 - Present
Robert W. Baird & Co. July 2013 - June 2015
Victory Capital Management January 2010 - May 2013
Victory Capital Management October 2005 - January 2010
Skills
Chartered Financial..., Equity Valuation, Equity Research, Business Analysis, Financial Analysis, Financial Modeling, Investment Management, Portfolio Management, Asset Managment, Capital Markets, Capital IQ, Asset Allocation, Asset Management, Due Diligence, Equities, Investment Banking, Investments
Education
The University of Chicago - Booth School of Business 2010 — 2013
Master of Business Administration (MBA), Finance, Strategy, Economics and Entrepreneurship
Michigan State University 2001 — 2005
Bachelor of Arts (B.A), Economics
Patrick Watkins Patrick Watkins's Robert W. Baird & Co. Experience May 2010 - August 2010
Job Associate at Silver Oak Services Partners, LLC
Industry Venture Capital & Private Equity
Experience
Silver Oak Services Partners, LLC July 2013 - Present
William Blair and Company June 2011 - June 2013
Robert W. Baird & Co. May 2010 - August 2010
Great American Financial Resources May 2009 - August 2009
Skills
Investment Banking, Finance, Financial Modeling, Valuation, Corporate Finance, Private Equity, Financial Analysis, LBO, Due Diligence, Investments, Mergers & Acquisitions, Divestitures, Competitive Analysis
Education
Miami University 2008 — 2011
Bachelor of Science, Finance, Business Statistics
Wake Forest University 2007 — 2008
Archbishop Moeller High School 2003 — 2007
Silver Oak Services Partners, LLC July 2013 - Present
William Blair and Company June 2011 - June 2013
Robert W. Baird & Co. May 2010 - August 2010
Great American Financial Resources May 2009 - August 2009
Skills
Investment Banking, Finance, Financial Modeling, Valuation, Corporate Finance, Private Equity, Financial Analysis, LBO, Due Diligence, Investments, Mergers & Acquisitions, Divestitures, Competitive Analysis
Education
Miami University 2008 — 2011
Bachelor of Science, Finance, Business Statistics
Wake Forest University 2007 — 2008
Archbishop Moeller High School 2003 — 2007
Victor Bernardi, CPA Victor Bernardi, CPA's Robert W. Baird & Co. Experience January 2010 - May 2011
Job Senior Financial Accounting Advisory Services at EY
Industry Financial Services
Experience
EY July 2015 - Present
Deloitte August 2013 - July 2015
Deloitte September 2011 - August 2013
Robert W. Baird & Co. January 2010 - May 2011
Johnson Controls, Inc. March 2009 - January 2010
Johnson Controls, Inc. May 2008 - March 2009
Skills
Financial Accounting, Financial Analysis, Accounting, Auditing, Financial Reporting, Financial Modeling, Corporate Finance, US GAAP, Sarbanes-Oxley Act, Internal Controls, Access, Hyperion Enterprise, Microsoft Excel, Budgets, Forecasting, Internal Audit, Financial Statements, SEC filings, GAAP, CPA, Variance Analysis
Education
Marquette University 2010 — 2011
Masters of Accounting, Accounting
Marquette University 2006 — 2010
Bachelor of Science, Degree in Accounting, Accounting
EY July 2015 - Present
Deloitte August 2013 - July 2015
Deloitte September 2011 - August 2013
Robert W. Baird & Co. January 2010 - May 2011
Johnson Controls, Inc. March 2009 - January 2010
Johnson Controls, Inc. May 2008 - March 2009
Skills
Financial Accounting, Financial Analysis, Accounting, Auditing, Financial Reporting, Financial Modeling, Corporate Finance, US GAAP, Sarbanes-Oxley Act, Internal Controls, Access, Hyperion Enterprise, Microsoft Excel, Budgets, Forecasting, Internal Audit, Financial Statements, SEC filings, GAAP, CPA, Variance Analysis
Education
Marquette University 2010 — 2011
Masters of Accounting, Accounting
Marquette University 2006 — 2010
Bachelor of Science, Degree in Accounting, Accounting
David Spears David Spears's Robert W. Baird & Co. Experience July 2000 - November 2001
Job System Engineer at Palo Alto Networks
Industry Information Technology and Services
Experience
Palo Alto Networks July 2015 - Present
Hewlett-Packard November 2014 - June 2015
Hewlett-Packard September 2012 - October 2014
Robert W. Baird November 2009 - August 2012
Robert W. Baird November 2001 - December 2009
Milwaukee School of Engineering March 1999 - November 2002
Robert W. Baird & Co. July 2000 - November 2001
Berbee September 1999 - July 2000
Master Link July 1998 - September 1999
Rockwell Automation October 1995 - June 1998
Skills
Disaster Recovery, Networking, Data Center, Cisco Technologies, IT Strategy, Vendor Management, Firewalls, Enterprise Architecture, Integration, Process Improvement, Network Architecture, Security, VMware, Troubleshooting, Cloud Computing, Operations Management, Network Security, Information Technology, Solution Architecture, Project Management, SharePoint, Virtualization, HP Master ASE, Microsoft Technologies, Business Analysis, Business Continuity, OpenFlow, Business Intelligence, Enterprise Software, HP Networking
Education
Milwaukee School of Engineering 1992 — 1994
MS Electrical Engineering, Controls
University of Wisconsin-Whitewater 1987 — 1991
BS
Palo Alto Networks July 2015 - Present
Hewlett-Packard November 2014 - June 2015
Hewlett-Packard September 2012 - October 2014
Robert W. Baird November 2009 - August 2012
Robert W. Baird November 2001 - December 2009
Milwaukee School of Engineering March 1999 - November 2002
Robert W. Baird & Co. July 2000 - November 2001
Berbee September 1999 - July 2000
Master Link July 1998 - September 1999
Rockwell Automation October 1995 - June 1998
Skills
Disaster Recovery, Networking, Data Center, Cisco Technologies, IT Strategy, Vendor Management, Firewalls, Enterprise Architecture, Integration, Process Improvement, Network Architecture, Security, VMware, Troubleshooting, Cloud Computing, Operations Management, Network Security, Information Technology, Solution Architecture, Project Management, SharePoint, Virtualization, HP Master ASE, Microsoft Technologies, Business Analysis, Business Continuity, OpenFlow, Business Intelligence, Enterprise Software, HP Networking
Education
Milwaukee School of Engineering 1992 — 1994
MS Electrical Engineering, Controls
University of Wisconsin-Whitewater 1987 — 1991
BS
R. David Cullum R. David Cullum's Robert W. Baird & Co. Experience January 1998 - May 1999
Job Synergy Wealth Management, Registered Principal at Cambridge Investment Research
Industry Financial Services
Experience
Cambridge Investment Research, Synergy Wealth Management is a Branch Office January 2009 - Present
WFG Investments Houston January 2002 - January 2011
Second Baptist Church, Houston, TX 1996 - 2011
Robert W. Baird & Co. January 1998 - May 1999
Merrill Lynch 1991 - 1999
Sterling Bank advisory board member 1991 - 1995
First City National Bank January 1976 - January 1991
TUTS Theatre Group 1985 - 1990
Deposit Guaranty National Bank 1972 - 1976
Skills
Securities, Asset Management, Portfolio Management, Financial Advisory, FINRA, Retirement Planning, Series 7, Mutual Funds, Wealth Management, 401k, Investment Advisory, Strategic Financial..., Series 63, Retirement, Fixed Annuities, Estate Planning, Alternative Investments, Insurance
Education
Stanford University 1978 — 1981
Executive Course in Business
University of Southern California 1972 — 1973
Grad Studies, Aerospace Management
Mississippi State University - College of Business and Industry 1965 — 1970
BS, & MBA, Business
Whitehaven 1960 — 1964
High School Diploma, College Prep
Cambridge Investment Research, Synergy Wealth Management is a Branch Office January 2009 - Present
WFG Investments Houston January 2002 - January 2011
Second Baptist Church, Houston, TX 1996 - 2011
Robert W. Baird & Co. January 1998 - May 1999
Merrill Lynch 1991 - 1999
Sterling Bank advisory board member 1991 - 1995
First City National Bank January 1976 - January 1991
TUTS Theatre Group 1985 - 1990
Deposit Guaranty National Bank 1972 - 1976
Skills
Securities, Asset Management, Portfolio Management, Financial Advisory, FINRA, Retirement Planning, Series 7, Mutual Funds, Wealth Management, 401k, Investment Advisory, Strategic Financial..., Series 63, Retirement, Fixed Annuities, Estate Planning, Alternative Investments, Insurance
Education
Stanford University 1978 — 1981
Executive Course in Business
University of Southern California 1972 — 1973
Grad Studies, Aerospace Management
Mississippi State University - College of Business and Industry 1965 — 1970
BS, & MBA, Business
Whitehaven 1960 — 1964
High School Diploma, College Prep
Elizabeth A. Donohew Elizabeth A. Donohew's Robert W. Baird & Co. Experience May 2015 - Present
Job Software Development Intern at Robert W. Baird & Co.
Industry Computer Software
Experience
Robert W. Baird & Co. May 2015 - Present
Milwaukee School of Engineering June 2014 - Present
Universal Studios, Lionsgate, and Nemer Fieger. February 2013 - Present
Milwaukee School of Engineering November 2013 - Present
Milwaukee School of Engineering June 2012 - June 2014
Milwaukee School of Engineering September 2011 - June 2014
Milwaukee School of Engineering June 2013 - November 2013
Milwaukee School of Engineering May 2013 - November 2013
Western States Hockey League September 2010 - December 2012
Skills
Team Leadership, Communication Skills, Organization, Problem Solving, Java, Microsoft Office, Microsoft Word, Highly detail oriented, Resourceful in the..., Interact with All..., Handle Multiple..., Computer-literate..., Work Independently with..., Success Driven, Success Oriented, Challenge Driven, Outcome focused, Positive Personality, Strongly self-motivated, Dependable Team Player, Team-oriented, Hardwork, Outlook, Microsoft Excel, Teamwork, Communication
Education
Milwaukee School of Engineering 2011 — 2016
Bachelor of Science (BS), Software Engineering, 3.01
Temescal Canyon High School - Lake Elsinore, CA 2007 — 2011
Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Robert W. Baird & Co. May 2015 - Present
Milwaukee School of Engineering June 2014 - Present
Universal Studios, Lionsgate, and Nemer Fieger. February 2013 - Present
Milwaukee School of Engineering November 2013 - Present
Milwaukee School of Engineering June 2012 - June 2014
Milwaukee School of Engineering September 2011 - June 2014
Milwaukee School of Engineering June 2013 - November 2013
Milwaukee School of Engineering May 2013 - November 2013
Western States Hockey League September 2010 - December 2012
Skills
Team Leadership, Communication Skills, Organization, Problem Solving, Java, Microsoft Office, Microsoft Word, Highly detail oriented, Resourceful in the..., Interact with All..., Handle Multiple..., Computer-literate..., Work Independently with..., Success Driven, Success Oriented, Challenge Driven, Outcome focused, Positive Personality, Strongly self-motivated, Dependable Team Player, Team-oriented, Hardwork, Outlook, Microsoft Excel, Teamwork, Communication
Education
Milwaukee School of Engineering 2011 — 2016
Bachelor of Science (BS), Software Engineering, 3.01
Temescal Canyon High School - Lake Elsinore, CA 2007 — 2011
Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Lori Parajecki Lori Parajecki's Robert W. Baird & Co. Experience December 1998 - August 2010
Job Seeking employment
Industry Executive Office
Experience
Not currently employed August 2010 - Present
Robert W. Baird & Co. December 1998 - August 2010
Froedtert Hospital August 1980 - October 1997
Skills
Multi-tasking Skills, Telephone Skills, Data Entry, Appointment Scheduling, Customer Service, Fax, Filing, Confidentiality, Training, Communication Skills..., Microsoft Outlook, Microsoft Word, Microsoft Excel, Typing
Education
Milwaukee Area Technical College 1985 — 1986
Non-degree class work, Managment
New Berlin Eisenhower High School 1972 — 1976
Diploma, General Studies
Not currently employed August 2010 - Present
Robert W. Baird & Co. December 1998 - August 2010
Froedtert Hospital August 1980 - October 1997
Skills
Multi-tasking Skills, Telephone Skills, Data Entry, Appointment Scheduling, Customer Service, Fax, Filing, Confidentiality, Training, Communication Skills..., Microsoft Outlook, Microsoft Word, Microsoft Excel, Typing
Education
Milwaukee Area Technical College 1985 — 1986
Non-degree class work, Managment
New Berlin Eisenhower High School 1972 — 1976
Diploma, General Studies
Nathan Reynebeau's Robert W. Baird & Co. Experience May 2014 - September 2014
Job Assurance Intern at PwC
Industry Accounting
Experience
PwC June 2015 - Present
KKCPA September 2012 - Present
Robert W. Baird & Co. May 2014 - September 2014
U.S. Venture, Inc. June 2012 - August 2012
Valley Bakers Cooperative Association May 2011 - August 2011
Skills
Financial Analysis, Financial Reporting, Financial Accounting, Accounting, Microsoft Excel, Microsoft Office, Microsoft Word, Teamwork, Customer Service, Social Media, Public Speaking, Team Leadership, Time Management, Access, Tax Accounting, PowerPoint
Education
Marquette University 2011 — 2015
Bachelor's Degree, Accounting and Finance
PwC June 2015 - Present
KKCPA September 2012 - Present
Robert W. Baird & Co. May 2014 - September 2014
U.S. Venture, Inc. June 2012 - August 2012
Valley Bakers Cooperative Association May 2011 - August 2011
Skills
Financial Analysis, Financial Reporting, Financial Accounting, Accounting, Microsoft Excel, Microsoft Office, Microsoft Word, Teamwork, Customer Service, Social Media, Public Speaking, Team Leadership, Time Management, Access, Tax Accounting, PowerPoint
Education
Marquette University 2011 — 2015
Bachelor's Degree, Accounting and Finance
Sarah Finneran Sarah Finneran's Robert W. Baird & Co. Experience June 2010 - June 2012
Job Senior Associate at Adams Street Partners
Industry Venture Capital & Private Equity
Experience
Adams Street Partners August 2015 - Present
Adams Street Partners July 2012 - Present
Robert W. Baird & Co. June 2010 - June 2012
Lazard June 2009 - August 2009
Skills
Financial Modeling, Valuation, Private Equity, Financial Analysis, Investment Banking, Investments, Due Diligence
Education
Marquette University 2006 — 2010
Bachelor of Science (B.S.), Finance, General
Adams Street Partners August 2015 - Present
Adams Street Partners July 2012 - Present
Robert W. Baird & Co. June 2010 - June 2012
Lazard June 2009 - August 2009
Skills
Financial Modeling, Valuation, Private Equity, Financial Analysis, Investment Banking, Investments, Due Diligence
Education
Marquette University 2006 — 2010
Bachelor of Science (B.S.), Finance, General
Patrick McCoshen Patrick McCoshen's Robert W. Baird & Co. Experience May 2012 - August 2013
Job Investment Analyst at Physicians Realty Trust
Industry Real Estate
Experience
Physicians Realty Trust October 2013 - Present
Robert W. Baird & Co. May 2012 - August 2013
Captiol Consultants, Inc. June 2011 - August 2011
J.P. Cullen & Sons, Inc. May 2010 - August 2010
Skills
Microsoft Excel, PowerPoint, Bloomberg, Financial Analysis, Customer Service, Financial Modeling, Social Media, Strategic Planning, Public Speaking, Research, Banking, Investments, Economics
Education
Marquette University 2009 — 2013
Finance, Real Estate
Madison Edgewood High School 2005 — 2009
Universiteit Antwerpen
International Business Strategy
Physicians Realty Trust October 2013 - Present
Robert W. Baird & Co. May 2012 - August 2013
Captiol Consultants, Inc. June 2011 - August 2011
J.P. Cullen & Sons, Inc. May 2010 - August 2010
Skills
Microsoft Excel, PowerPoint, Bloomberg, Financial Analysis, Customer Service, Financial Modeling, Social Media, Strategic Planning, Public Speaking, Research, Banking, Investments, Economics
Education
Marquette University 2009 — 2013
Finance, Real Estate
Madison Edgewood High School 2005 — 2009
Universiteit Antwerpen
International Business Strategy
Daniel Paulson CLU®, ChFC®'s Robert W. Baird & Co. Experience February 2001 - Present
Job Director, Senior Investment Consultant
Industry Financial Services
Experience
Robert W. Baird & Co. February 2001 - Present
Prudential Financial June 1987 - February 2001
Skills
Investment Strategies, Financial Analysis, Financial Modeling, Asset Allocation, Finance, Portfolio Management, Securities, Series 7, Investments, Wealth Management, Process Improvement, Series 63, Analysis, Retirement Planning, Asset Management, Financial Services, Investment Advisory, Mutual Funds, Strategic Financial..., Hedge Funds, Economics
Education
Walsh College of Accountancy and Business Administration 1983 — 1998
Master's degree, Corporate Finance
Michigan State University
Robert W. Baird & Co. February 2001 - Present
Prudential Financial June 1987 - February 2001
Skills
Investment Strategies, Financial Analysis, Financial Modeling, Asset Allocation, Finance, Portfolio Management, Securities, Series 7, Investments, Wealth Management, Process Improvement, Series 63, Analysis, Retirement Planning, Asset Management, Financial Services, Investment Advisory, Mutual Funds, Strategic Financial..., Hedge Funds, Economics
Education
Walsh College of Accountancy and Business Administration 1983 — 1998
Master's degree, Corporate Finance
Michigan State University
Heather Uehling Heather Uehling's Robert W. Baird & Co. Experience January 2013 - Present
Job Executive Assistant at Robert W. Baird & Co.
Industry Banking
Experience
Robert W. Baird & Co. January 2013 - Present
Robert W. Baird & Co. September 2008 - Present
Robert W. Baird August 2005 - September 2008
Kohl's Department Stores September 2004 - August 2005
Roadway Express January 2004 - July 2004
BNY Clearing Services (Bank of New York Company) May 2000 - December 2003
Skills
Administrative Support, Spreadsheets, Outlook, Microsoft Office, Excel, PowerPoint, SharePoint, Microsoft Excel, Administrative..., Analysis, System Administration
Education
Milwaukee Area Technical College
Administrative Assistance
Milwaukee Area Technical College
Travel Services
Robert W. Baird & Co. January 2013 - Present
Robert W. Baird & Co. September 2008 - Present
Robert W. Baird August 2005 - September 2008
Kohl's Department Stores September 2004 - August 2005
Roadway Express January 2004 - July 2004
BNY Clearing Services (Bank of New York Company) May 2000 - December 2003
Skills
Administrative Support, Spreadsheets, Outlook, Microsoft Office, Excel, PowerPoint, SharePoint, Microsoft Excel, Administrative..., Analysis, System Administration
Education
Milwaukee Area Technical College
Administrative Assistance
Milwaukee Area Technical College
Travel Services
Jay Jodway's Robert W. Baird & Co. Experience July 2009 - August 2010
Job Vice President, Product at GREE
Industry Internet
Experience
GREE International, Inc July 2015 - Present
Kabam October 2014 - June 2015
Kabam January 2014 - October 2014
Kabam July 2013 - December 2013
Kabam October 2012 - July 2013
Kabam March 2011 - October 2012
URS Corporation September 2010 - March 2011
Robert W. Baird & Co. July 2009 - August 2010
Robert W. Baird & Co. July 2007 - July 2009
MediaWay 2005 - 2007
Skills
Product Management, Monetization, Analytics, Data Analysis, Microsoft Excel, SQL, Financial Modeling, Valuation, Competitive Analysis, Investment Banking, M&A experience, Strategy, Business Strategy, Private Equity, Online Gaming, Game Design, User Experience, Start-ups, Mobile Technology, Analysis, Game Development, Customer Acquisition, Mobile Games, Financial Analysis, Mobile Applications, Management, Leadership
Education
Michigan State University 2003 — 2007
Bachelor of Arts, Finance
GREE International, Inc July 2015 - Present
Kabam October 2014 - June 2015
Kabam January 2014 - October 2014
Kabam July 2013 - December 2013
Kabam October 2012 - July 2013
Kabam March 2011 - October 2012
URS Corporation September 2010 - March 2011
Robert W. Baird & Co. July 2009 - August 2010
Robert W. Baird & Co. July 2007 - July 2009
MediaWay 2005 - 2007
Skills
Product Management, Monetization, Analytics, Data Analysis, Microsoft Excel, SQL, Financial Modeling, Valuation, Competitive Analysis, Investment Banking, M&A experience, Strategy, Business Strategy, Private Equity, Online Gaming, Game Design, User Experience, Start-ups, Mobile Technology, Analysis, Game Development, Customer Acquisition, Mobile Games, Financial Analysis, Mobile Applications, Management, Leadership
Education
Michigan State University 2003 — 2007
Bachelor of Arts, Finance
Rob Mitchell, CFA Rob Mitchell, CFA's Robert W. Baird & Co. Experience June 2010 - September 2014
Job Portfolio Advisor at Buckingham Wealth Management
Industry Investment Management
Experience
Buckingham Wealth Management September 2014 - Present
Robert W. Baird & Co. June 2010 - September 2014
Francis Investment Council May 2009 - November 2009
Rexnord May 2008 - December 2008
Skills
Financial Modeling, Financial Analysis, Valuation, Corporate Finance, Equity Research, Bloomberg, Analytics, Equity Valuation, Asset Allocation, Series 7, Investments, Portfolio Management, Investment Management, Alternative Investments, Finance
Education
Marquette University 2006 — 2010
Bachelor of Science in Business Administration, Finance, Accounting
Buckingham Wealth Management September 2014 - Present
Robert W. Baird & Co. June 2010 - September 2014
Francis Investment Council May 2009 - November 2009
Rexnord May 2008 - December 2008
Skills
Financial Modeling, Financial Analysis, Valuation, Corporate Finance, Equity Research, Bloomberg, Analytics, Equity Valuation, Asset Allocation, Series 7, Investments, Portfolio Management, Investment Management, Alternative Investments, Finance
Education
Marquette University 2006 — 2010
Bachelor of Science in Business Administration, Finance, Accounting
Marie Koxlien Marie Koxlien's Robert W. Baird & Co. Experience October 2011 - September 2014
Job TFS Specialist at GN ReSound
Industry Financial Services
Experience
GN ReSound September 2015 - Present
TEKsystems February 2015 - May 2015
Robert W. Baird & Co. October 2011 - September 2014
Robert W. Baird & Co. October 2011 - May 2012
Robert W. Baird & Co. July 2010 - October 2011
Robert W. Baird July 2009 - July 2010
CDC Software April 2007 - June 2009
St. George Publishing August 2006 - April 2007
Skills
SharePoint, Technical Support, Microsoft CRM, Hardware, Integration, Microsoft SQL Server, Web Applications, Application Lifecycle..., Microsoft Applications, Accounting Applications, Web Application Security, IIS, Windows Server, SQL, Business Analysis, Databases, Powershell, VMware, ITIL v3 Foundations..., FrontRange HEAT, EDM, BondEdge, Investran, Windows Services, Customer Service, Software Development, Visio
Education
Western Governors University 2007 — 2008
Bachelors, Network Design and Management
Milwaukee Area Technical College 2004 — 2006
Software Programmer / Analyst, Computer Programming
GN ReSound September 2015 - Present
TEKsystems February 2015 - May 2015
Robert W. Baird & Co. October 2011 - September 2014
Robert W. Baird & Co. October 2011 - May 2012
Robert W. Baird & Co. July 2010 - October 2011
Robert W. Baird July 2009 - July 2010
CDC Software April 2007 - June 2009
St. George Publishing August 2006 - April 2007
Skills
SharePoint, Technical Support, Microsoft CRM, Hardware, Integration, Microsoft SQL Server, Web Applications, Application Lifecycle..., Microsoft Applications, Accounting Applications, Web Application Security, IIS, Windows Server, SQL, Business Analysis, Databases, Powershell, VMware, ITIL v3 Foundations..., FrontRange HEAT, EDM, BondEdge, Investran, Windows Services, Customer Service, Software Development, Visio
Education
Western Governors University 2007 — 2008
Bachelors, Network Design and Management
Milwaukee Area Technical College 2004 — 2006
Software Programmer / Analyst, Computer Programming
Kurt Rivard, CFA Kurt Rivard, CFA's Robert W. Baird & Co. Experience May 1993 - Present
Job Managing Director & Branch Manager Traverse City
Industry Financial Services
Experience
Robert W. Baird & Co. May 1993 - Present
John G. Kinnard & Co. May 1991 - April 1993
Dain Bosworth (now RBC Capital Markets) 1987 - 1991
Skills
Wealth Management..., Investments, Mutual Funds, Management, Investment Strategies, Finance, Wealth Management, Portfolio Management, Research, Analytics, Asset Allocation, Equities, Securities, Retirement Planning
Education
Michigan State University 1978 — 1982
BA, Financial Administration & Insurance
Robert W. Baird & Co. May 1993 - Present
John G. Kinnard & Co. May 1991 - April 1993
Dain Bosworth (now RBC Capital Markets) 1987 - 1991
Skills
Wealth Management..., Investments, Mutual Funds, Management, Investment Strategies, Finance, Wealth Management, Portfolio Management, Research, Analytics, Asset Allocation, Equities, Securities, Retirement Planning
Education
Michigan State University 1978 — 1982
BA, Financial Administration & Insurance
Joseph Maye Joseph Maye's Robert W. Baird & Co. Experience February 2009 - Present
Job Vice President Private Wealth Management at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. February 2009 - Present
Education
Michigan State University 1979 — 1981
Bachelor's degree, Telecommunications Management
Robert W. Baird & Co. February 2009 - Present
Education
Michigan State University 1979 — 1981
Bachelor's degree, Telecommunications Management
Jessica Shuleva, MBA Jessica Shuleva, MBA's Robert W. Baird & Co. Experience January 2014 - February 2015
Job Down syndrome Advocacy & Awareness
Industry Public Policy
Experience
Volunteer - National Down Syndrome Society May 2015 - Present
Kamm's Corners Development Corporation September 2013 - May 2015
Robert W. Baird & Co. January 2014 - February 2015
Saint Martin de Porres High School July 2010 - October 2013
Saint Martin de Porres High School June 2013 - August 2013
Saint Martin de Porres High School November 2008 - June 2010
Hobsons June 2007 - October 2008
GE Aviation May 2005 - August 2006
Kuehne + Nagel May 2006 - July 2006
Ameriprise Financial Services, Inc. June 2003 - October 2004
Skills
New Business Development, Manage Client..., Leadership Development, Program Development, Client Development, Coaching, Event Planning, Corporate Events, Business Development, Leadership, Public Speaking, Customer Service, Recruiting, Program Management, Marketing, Training, Nonprofits, Volunteer Management, Editing, Sales, Management, Negotiation, CRM, Client Liaison, Community Outreach, Community Development, Mentoring, Non-profits, Onboarding, Staff Development, Board of Directors, Best Practices, Strategic Partnerships, Strengthening Client..., Conflict Prevention, Technical Presentations, Writing, Standards Development, College Teaching, Brand Awareness, Constructive Feedback, Managing Database, Sales Presentations, Connecting People, Marketing Event Planning
Education
Miami University
MBA, Farmer School of Business
The University of Akron
MA, Industrial/Organizational Psychology
Miami University 1995 — 1999
BA, Psychology
Volunteer - National Down Syndrome Society May 2015 - Present
Kamm's Corners Development Corporation September 2013 - May 2015
Robert W. Baird & Co. January 2014 - February 2015
Saint Martin de Porres High School July 2010 - October 2013
Saint Martin de Porres High School June 2013 - August 2013
Saint Martin de Porres High School November 2008 - June 2010
Hobsons June 2007 - October 2008
GE Aviation May 2005 - August 2006
Kuehne + Nagel May 2006 - July 2006
Ameriprise Financial Services, Inc. June 2003 - October 2004
Skills
New Business Development, Manage Client..., Leadership Development, Program Development, Client Development, Coaching, Event Planning, Corporate Events, Business Development, Leadership, Public Speaking, Customer Service, Recruiting, Program Management, Marketing, Training, Nonprofits, Volunteer Management, Editing, Sales, Management, Negotiation, CRM, Client Liaison, Community Outreach, Community Development, Mentoring, Non-profits, Onboarding, Staff Development, Board of Directors, Best Practices, Strategic Partnerships, Strengthening Client..., Conflict Prevention, Technical Presentations, Writing, Standards Development, College Teaching, Brand Awareness, Constructive Feedback, Managing Database, Sales Presentations, Connecting People, Marketing Event Planning
Education
Miami University
MBA, Farmer School of Business
The University of Akron
MA, Industrial/Organizational Psychology
Miami University 1995 — 1999
BA, Psychology
Nick F. Hartnell Nick F. Hartnell's Robert W. Baird & Co. Experience February 2011 - June 2012
Job Mergers & Acquisitions at Baker Tilly Capital, LLC
Industry Investment Banking
Experience
Baker Tilly Capital, LLC October 2015 - Present
PNC April 2015 - October 2015
PNC August 2014 - April 2015
PNC June 2013 - August 2014
PNC June 2012 - August 2012
Robert W. Baird & Co. February 2011 - June 2012
Catholic Financial Life November 2009 - June 2011
Shepherd's Crook Golf Course - Zion Park District May 2010 - August 2010
Skills
Investment Management, Financial Analysis, Investments, Microsoft Excel, PowerPoint, Portfolio Management, Financial Modeling, Management, Underwriting, Finance, Fixed Income, Insurance, Asset Allocation, Accounting, Financial Services, Microsoft Office
Education
Marquette University 2009 — 2013
Bachelor of Science (B.S.), Finance, Applied Investment Management
Baker Tilly Capital, LLC October 2015 - Present
PNC April 2015 - October 2015
PNC August 2014 - April 2015
PNC June 2013 - August 2014
PNC June 2012 - August 2012
Robert W. Baird & Co. February 2011 - June 2012
Catholic Financial Life November 2009 - June 2011
Shepherd's Crook Golf Course - Zion Park District May 2010 - August 2010
Skills
Investment Management, Financial Analysis, Investments, Microsoft Excel, PowerPoint, Portfolio Management, Financial Modeling, Management, Underwriting, Finance, Fixed Income, Insurance, Asset Allocation, Accounting, Financial Services, Microsoft Office
Education
Marquette University 2009 — 2013
Bachelor of Science (B.S.), Finance, Applied Investment Management
Ray Piaskoski Ray Piaskoski's Robert W. Baird & Co. Experience July 2014 - Present
Job Senior Vice President, Writing team and Editorial Manager at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. July 2014 - Present
Robert W. Baird & Co. January 2014 - July 2014
Robert W. Baird & Co. January 2013 - December 2013
Robert W. Baird & Co. January 2012 - December 2012
Robert W. Baird & Co. January 2009 - December 2011
Robert W. Baird & Co. July 2000 - December 2009
The Waukesha Freeman June 1998 - July 2000
Community Newspapers, Inc. May 1997 - June 1998
Fox News - WITI TV6 January 1996 - April 1997
CBS News - WDJT 58 April 1995 - December 1995
Skills
Creative Writing, Research, Writing, Marketing Strategy, Advertising, Corporate Communications, Technical Writing, Media Relations, Public Speaking, Public Relations, Copywriting, Press Releases, Marketing Communications, Publications, Storytelling
Education
University of Wisconsin-Milwaukee 1991 — 1997
Marquette University 1990 — 1991
Robert W. Baird & Co. July 2014 - Present
Robert W. Baird & Co. January 2014 - July 2014
Robert W. Baird & Co. January 2013 - December 2013
Robert W. Baird & Co. January 2012 - December 2012
Robert W. Baird & Co. January 2009 - December 2011
Robert W. Baird & Co. July 2000 - December 2009
The Waukesha Freeman June 1998 - July 2000
Community Newspapers, Inc. May 1997 - June 1998
Fox News - WITI TV6 January 1996 - April 1997
CBS News - WDJT 58 April 1995 - December 1995
Skills
Creative Writing, Research, Writing, Marketing Strategy, Advertising, Corporate Communications, Technical Writing, Media Relations, Public Speaking, Public Relations, Copywriting, Press Releases, Marketing Communications, Publications, Storytelling
Education
University of Wisconsin-Milwaukee 1991 — 1997
Marquette University 1990 — 1991
Jonathan Fitzsimmons Jonathan Fitzsimmons's Robert W. Baird & Co. Experience January 2013 - Present
Job Vice President, Investment Banking at Robert W. Baird
Industry Investment Banking
Experience
Robert W. Baird & Co. January 2013 - Present
MIT Sloan School of Management August 2010 - June 2012
Robert W. Baird & Co. July 2007 - July 2010
Robert W. Baird & Co. July 2004 - June 2007
Skills
Valuation, Corporate Finance, Private Equity, Financial Modeling, Equity Research
Education
Massachusetts Institute of Technology - Sloan School of Management 2010 — 2012
MBA, Finance
University of Wisconsin-Madison - School of Business 2000 — 2004
BBA, Finance
Robert W. Baird & Co. January 2013 - Present
MIT Sloan School of Management August 2010 - June 2012
Robert W. Baird & Co. July 2007 - July 2010
Robert W. Baird & Co. July 2004 - June 2007
Skills
Valuation, Corporate Finance, Private Equity, Financial Modeling, Equity Research
Education
Massachusetts Institute of Technology - Sloan School of Management 2010 — 2012
MBA, Finance
University of Wisconsin-Madison - School of Business 2000 — 2004
BBA, Finance
Jillian Duckwitz's Robert W. Baird & Co. Experience May 2008 - August 2008
Job Multidisciplinary Designer
Industry Design
Experience
Kohl's Department Stores June 2010 - Present
Marx McClellan Thrun September 2009 - January 2010
MIAD 2006 - 2010
Robert W. Baird & Co. May 2008 - August 2008
Skills
Web Design, Brand Development, Mobile Design, Concept Development, Graphic Design, Typography, Social Media, Motion Graphics, Art Direction, Illustration, Screen Printing, Adobe Creative Suite, Letterpress, Art, Logo Design, Illustrator, Printmaking, Sketching, Photography, InDesign
Education
Milwaukee Institute of Art and Design 2006 — 2010
Bachelor of Fine Arts (B.F.A.), Communication Design + Printmaking
Kohl's Department Stores June 2010 - Present
Marx McClellan Thrun September 2009 - January 2010
MIAD 2006 - 2010
Robert W. Baird & Co. May 2008 - August 2008
Skills
Web Design, Brand Development, Mobile Design, Concept Development, Graphic Design, Typography, Social Media, Motion Graphics, Art Direction, Illustration, Screen Printing, Adobe Creative Suite, Letterpress, Art, Logo Design, Illustrator, Printmaking, Sketching, Photography, InDesign
Education
Milwaukee Institute of Art and Design 2006 — 2010
Bachelor of Fine Arts (B.F.A.), Communication Design + Printmaking
Russell Schwei Russell Schwei's Robert W. Baird & Co. Experience Staff AuditorArthur Andersen & Co.1981 - 1984
Job Managing DirectorChief Operations Officer at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. Staff AuditorArthur Andersen & Co.1981 - 1984
Skills
Mutual Funds, Series 63, Uniform Combined State..., Series 7, Wealth Management
Education
Marquette University 1977 — 1981
BS, Accounting
Robert W. Baird & Co. Staff AuditorArthur Andersen & Co.1981 - 1984
Skills
Mutual Funds, Series 63, Uniform Combined State..., Series 7, Wealth Management
Education
Marquette University 1977 — 1981
BS, Accounting
Roger Rama, CFA Roger Rama, CFA's Robert W. Baird & Co. Experience July 2013 - June 2015
Job Equity Analyst at Cortina Asset Management
Industry Investment Management
Experience
Cortina Asset Management July 2015 - Present
Robert W. Baird & Co. July 2013 - June 2015
Robert W. Baird & Co. July 2011 - June 2013
Michigan State University December 2009 - May 2011
Robert W. Baird & Co. June 2010 - August 2010
Michigan State University August 2008 - December 2009
Edward Jones June 2009 - August 2009
Michigan State University Study Abroad May 2009 - May 2009
Skills
Equity Research, Financial Analysis, Corporate Finance, Financial Modeling, Research, Valuation, Bloomberg, Financial Markets, Investments, Capital Markets, Portfolio Management, Finance, Due Diligence, Equities, Microsoft Excel, Microsoft Office, Data Analysis
Education
Michigan State University 2008 — 2011
Bachelor of Arts (BA), Finance, General
Cortina Asset Management July 2015 - Present
Robert W. Baird & Co. July 2013 - June 2015
Robert W. Baird & Co. July 2011 - June 2013
Michigan State University December 2009 - May 2011
Robert W. Baird & Co. June 2010 - August 2010
Michigan State University August 2008 - December 2009
Edward Jones June 2009 - August 2009
Michigan State University Study Abroad May 2009 - May 2009
Skills
Equity Research, Financial Analysis, Corporate Finance, Financial Modeling, Research, Valuation, Bloomberg, Financial Markets, Investments, Capital Markets, Portfolio Management, Finance, Due Diligence, Equities, Microsoft Excel, Microsoft Office, Data Analysis
Education
Michigan State University 2008 — 2011
Bachelor of Arts (BA), Finance, General
John Flanders John Flanders's Robert W. Baird & Co. Experience November 2014 - Present
Job Service Desk Technician at Robert W. Baird & Co.
Industry Information Technology and Services
Experience
Robert W. Baird & Co. November 2014 - Present
Northwestern Mutual November 2013 - November 2014
University of Wisconsin Milwaukee January 2013 - November 2013
University of Wisconsin Milwaukee October 2010 - December 2012
University of Wisconsin Milwaukee September 2011 - October 2011
University of Wisconsin Milwaukee August 2010 - October 2010
State of Wisconsin January 2010 - May 2010
Skills
Customer Service, Troubleshooting, Supervisory Experience, Internet Troubleshooting, Phone Etiquette, Technical Documentation, Employee Training, Windows 7, OSX, iOS, Course Creation, Teaching, OS X, Networking, Help Desk Support, Software Documentation, Technical Support, Information Technology, Microsoft Office
Education
Milwaukee Area Technical College 2012 — 2014
IT Networking
University of Wisconsin-Milwaukee 2006 — 2011
Bachelor of Arts (BA), Sociology
Robert W. Baird & Co. November 2014 - Present
Northwestern Mutual November 2013 - November 2014
University of Wisconsin Milwaukee January 2013 - November 2013
University of Wisconsin Milwaukee October 2010 - December 2012
University of Wisconsin Milwaukee September 2011 - October 2011
University of Wisconsin Milwaukee August 2010 - October 2010
State of Wisconsin January 2010 - May 2010
Skills
Customer Service, Troubleshooting, Supervisory Experience, Internet Troubleshooting, Phone Etiquette, Technical Documentation, Employee Training, Windows 7, OSX, iOS, Course Creation, Teaching, OS X, Networking, Help Desk Support, Software Documentation, Technical Support, Information Technology, Microsoft Office
Education
Milwaukee Area Technical College 2012 — 2014
IT Networking
University of Wisconsin-Milwaukee 2006 — 2011
Bachelor of Arts (BA), Sociology
Jeff Walsh Jeff Walsh'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
John Hancock Life Insurance Company (U.S.A.) August 2008 - December 2010
Genworth Financial July 2007 - July 2009
Skills
Mutual Funds, Retirement Planning, 401k, Series 7, Series 63
Education
Michigan State University 2005 — 2007
BS, Finance
Western Michigan University 2003 — 2005
Finance
Robert W. Baird & Co. January 2011 - Present
John Hancock Life Insurance Company (U.S.A.) August 2008 - December 2010
Genworth Financial July 2007 - July 2009
Skills
Mutual Funds, Retirement Planning, 401k, Series 7, Series 63
Education
Michigan State University 2005 — 2007
BS, Finance
Western Michigan University 2003 — 2005
Finance
Robin M. Thush Robin M. Thush's Robert W. Baird & Co. Experience August 2012 - Present
Job Internal Audit Associate at Robert W. Baird & Co.
Industry Investment Management
Experience
Robert W. Baird & Co. August 2012 - Present
Robert W. Baird & Co. 2012 - 2013
Marshall & Ilsley Trust Company N.A., a part of BMO Financial Group April 1995 - September 2011
Investment Management Corp. May 1993 - August 1995
M&I Trust Company April 1992 - May 1993
Skills
Portfolio Management, Mutual Funds, Banking, Securities, Financial Analysis
Education
Cannon Financial Institute, Boston, MA 2008 — 2008
Estate planning, taxation, investments
Milwaukee Area Technical College 1985 — 1987
Associate Degree, Adminstrative/Secretarial/Business
Robert W. Baird & Co. August 2012 - Present
Robert W. Baird & Co. 2012 - 2013
Marshall & Ilsley Trust Company N.A., a part of BMO Financial Group April 1995 - September 2011
Investment Management Corp. May 1993 - August 1995
M&I Trust Company April 1992 - May 1993
Skills
Portfolio Management, Mutual Funds, Banking, Securities, Financial Analysis
Education
Cannon Financial Institute, Boston, MA 2008 — 2008
Estate planning, taxation, investments
Milwaukee Area Technical College 1985 — 1987
Associate Degree, Adminstrative/Secretarial/Business
Joseph Franken Joseph Franken's Robert W. Baird & Co. Experience June 2012 - March 2014
Job Senior Associate at Cohesive Capital Partners
Industry Investment Banking
Experience
Cohesive Capital Partners April 2014 - Present
Robert W. Baird & Co. June 2012 - March 2014
General Motors do Brasil June 2011 - December 2011
Faros Trading LLC September 2009 - June 2010
Goldman Sachs July 2007 - July 2009
Skills
Due Diligence, Investment Banking, Business Valuation, Financial Modeling, Financial Analysis, Mergers & Acquisitions, FX Options, Emerging Markets, Capital Markets
Education
Massachusetts Institute of Technology 2010 — 2012
MS, Mechanical Engineering
Massachusetts Institute of Technology - Sloan School of Management 2010 — 2012
MBA
Princeton University 2003 — 2007
BSE, Mechanical and Aerospace Engineering
Cohesive Capital Partners April 2014 - Present
Robert W. Baird & Co. June 2012 - March 2014
General Motors do Brasil June 2011 - December 2011
Faros Trading LLC September 2009 - June 2010
Goldman Sachs July 2007 - July 2009
Skills
Due Diligence, Investment Banking, Business Valuation, Financial Modeling, Financial Analysis, Mergers & Acquisitions, FX Options, Emerging Markets, Capital Markets
Education
Massachusetts Institute of Technology 2010 — 2012
MS, Mechanical Engineering
Massachusetts Institute of Technology - Sloan School of Management 2010 — 2012
MBA
Princeton University 2003 — 2007
BSE, Mechanical and Aerospace Engineering
Michele Pawluk Michele Pawluk's Robert W. Baird & Co. Experience June 2011 - Present
Job Client Relationship Assistant at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. June 2011 - Present
Morgan Stanley Smith Barney March 2010 - June 2011
Bear Stearns an affiliate of J.P. Morgan Chase October 2009 - January 2010
UBS Financial Services December 2008 - October 2009
Smith Barney August 2006 - December 2008
WWCD 101.1 FM June 2003 - August 2005
Ten United September 2004 - March 2005
Skills
Investments, Wealth Management, Retirement Planning, 401k, Customer Service, Securities, Microsoft Office, Marketing Communications, Estate Planning, Administrative..., Event Planning, Marketing
Education
Mercyhurst University 2001 — 2003
Design
The Ohio State University
Bachelors, Marketing and Communication
Robert W. Baird & Co. June 2011 - Present
Morgan Stanley Smith Barney March 2010 - June 2011
Bear Stearns an affiliate of J.P. Morgan Chase October 2009 - January 2010
UBS Financial Services December 2008 - October 2009
Smith Barney August 2006 - December 2008
WWCD 101.1 FM June 2003 - August 2005
Ten United September 2004 - March 2005
Skills
Investments, Wealth Management, Retirement Planning, 401k, Customer Service, Securities, Microsoft Office, Marketing Communications, Estate Planning, Administrative..., Event Planning, Marketing
Education
Mercyhurst University 2001 — 2003
Design
The Ohio State University
Bachelors, Marketing and Communication
Karl A. Schroepfer Karl A. Schroepfer's Robert W. Baird & Co. Experience May 2014 - August 2014
Job Systems Analyst at ACS Group
Industry Computer Software
Experience
Northwestern Mutual July 2015 - Present
ACS Group September 2014 - July 2015
Robert W. Baird & Co. May 2014 - August 2014
Gener8tor June 2013 - July 2013
Milwaukee School of Engineering June 2012 - August 2012
Six Flags Great America May 2011 - August 2011
Skills
Problem Solving, Customer Service, Punctual, Microsoft Office, Microsoft Excel, Troubleshooting, Software Development, Java, Windows, Public Speaking, Programming, Teamwork, Windows 7, Time Management, Delegation, Consistency, Visionary, Open-mindedness, Flexibility, Highly responsible, Interpersonal Skill, Robert's Rules of Order, Respect, Enthusiasm to learn, OS X, Leadership, Networking, Team Leadership
Education
Milwaukee School of Engineering 2010 — 2015
Bachelor of Science, Management Information Systems
Wauconda High School 2006 — 2010
Diploma, College Prep
Northwestern Mutual July 2015 - Present
ACS Group September 2014 - July 2015
Robert W. Baird & Co. May 2014 - August 2014
Gener8tor June 2013 - July 2013
Milwaukee School of Engineering June 2012 - August 2012
Six Flags Great America May 2011 - August 2011
Skills
Problem Solving, Customer Service, Punctual, Microsoft Office, Microsoft Excel, Troubleshooting, Software Development, Java, Windows, Public Speaking, Programming, Teamwork, Windows 7, Time Management, Delegation, Consistency, Visionary, Open-mindedness, Flexibility, Highly responsible, Interpersonal Skill, Robert's Rules of Order, Respect, Enthusiasm to learn, OS X, Leadership, Networking, Team Leadership
Education
Milwaukee School of Engineering 2010 — 2015
Bachelor of Science, Management Information Systems
Wauconda High School 2006 — 2010
Diploma, College Prep
Jeffery Crosby Jeffery Crosby's Robert W. Baird & Co. Experience January 2015 - Present
Job Senior Software Developer at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. January 2015 - Present
Robert W. Baird & Co. November 2011 - December 2014
Robert W. Baird & Co. August 2010 - October 2011
Groupware Technologies Inc. April 2009 - August 2010
Agfa Healthcare March 2008 - April 2009
Agfa Healthcare November 2006 - February 2008
Agfa Healthcare April 2005 - November 2006
Zirva Systems Inc. 2003 - 2005
Zirva Systems Inc. 2002 - 2003
Natural Resource Technology 2001 - 2002
Skills
C#, VB.NET, JavaScript, SSIS, SSAS, SSRS, Crystal Reports, FIX, HL7, DICOM, SQL, SQL Server, Python, HTML, CSS, Java, Sockets, Multithreading, HIPAA, Linux, Windows, C++, C, PHP, InstallShield, TFS, Subversion, Eclipse, Visual Studio, ASP.NET, ASP.NET MVC, Django, Microsoft SQL Server, Software Development, VBScript, Visual Basic, Requirements Analysis, Agile Methodologies
Education
MRA Institute of Management 2007 — 2007
Certificate, Principles of Management
University of Wisconsin-Milwaukee 1999 — 2003
BS, Computer Science
Milwaukee Area Technical College 1996 — 1998
AAS, Microcomputer Specialist
Robert W. Baird & Co. January 2015 - Present
Robert W. Baird & Co. November 2011 - December 2014
Robert W. Baird & Co. August 2010 - October 2011
Groupware Technologies Inc. April 2009 - August 2010
Agfa Healthcare March 2008 - April 2009
Agfa Healthcare November 2006 - February 2008
Agfa Healthcare April 2005 - November 2006
Zirva Systems Inc. 2003 - 2005
Zirva Systems Inc. 2002 - 2003
Natural Resource Technology 2001 - 2002
Skills
C#, VB.NET, JavaScript, SSIS, SSAS, SSRS, Crystal Reports, FIX, HL7, DICOM, SQL, SQL Server, Python, HTML, CSS, Java, Sockets, Multithreading, HIPAA, Linux, Windows, C++, C, PHP, InstallShield, TFS, Subversion, Eclipse, Visual Studio, ASP.NET, ASP.NET MVC, Django, Microsoft SQL Server, Software Development, VBScript, Visual Basic, Requirements Analysis, Agile Methodologies
Education
MRA Institute of Management 2007 — 2007
Certificate, Principles of Management
University of Wisconsin-Milwaukee 1999 — 2003
BS, Computer Science
Milwaukee Area Technical College 1996 — 1998
AAS, Microcomputer Specialist
Hillary (Hohman) Mohindra's Robert W. Baird & Co. Experience April 2015 - Present
Job Investment Banking Recruiting Manager at Robert W. Baird & Co.
Industry Human Resources
Experience
Robert W. Baird & Co. April 2015 - Present
PwC January 2012 - February 2015
CH Robinson Worldwide Inc November 2006 - December 2011
Sara Lee Foods May 2005 - August 2005
Skills
Recruiting, Training, Interviews, Hiring, Talent Management, Sourcing, College Recruiting, Applicant Tracking..., Talent Acquisition, Marketing, Technical Recruiting, Sales, Internet Recruiting, Networking, Onboarding
Education
Miami University 2002 — 2006
Bachelors of Science in Business, Marketing
Robert W. Baird & Co. April 2015 - Present
PwC January 2012 - February 2015
CH Robinson Worldwide Inc November 2006 - December 2011
Sara Lee Foods May 2005 - August 2005
Skills
Recruiting, Training, Interviews, Hiring, Talent Management, Sourcing, College Recruiting, Applicant Tracking..., Talent Acquisition, Marketing, Technical Recruiting, Sales, Internet Recruiting, Networking, Onboarding
Education
Miami University 2002 — 2006
Bachelors of Science in Business, Marketing
Kenneth Ali's Robert W. Baird & Co. Experience January 1997 - May 1998
Job
Industry Venture Capital & Private Equity
Experience
Rock Gate Partners, LLC May 2006 - Present
Citigroup Global Markets, Inc March 2001 - May 2006
Credit Suisse First Boston / Donaldson, Lufkin & Jenrette May 1998 - March 2001
Robert W. Baird & Co. January 1997 - May 1998
Skills
Private Equity, Investment Banking, Financial Modeling, Venture Capital, Corporate Development, M&A experience, Private Placements, Valuation, Equities, Securities, Alternative Investments, Mergers, Portfolio Management, Mergers & Acquisitions, Due Diligence, Business Valuation, Leveraged Finance, Corporate Finance, Strategy, Capital Markets, LBO
Education
Northwestern University - Kellogg School of Management 1994 — 1996
MBA
Miami University 1986 — 1990
BS
Rock Gate Partners, LLC May 2006 - Present
Citigroup Global Markets, Inc March 2001 - May 2006
Credit Suisse First Boston / Donaldson, Lufkin & Jenrette May 1998 - March 2001
Robert W. Baird & Co. January 1997 - May 1998
Skills
Private Equity, Investment Banking, Financial Modeling, Venture Capital, Corporate Development, M&A experience, Private Placements, Valuation, Equities, Securities, Alternative Investments, Mergers, Portfolio Management, Mergers & Acquisitions, Due Diligence, Business Valuation, Leveraged Finance, Corporate Finance, Strategy, Capital Markets, LBO
Education
Northwestern University - Kellogg School of Management 1994 — 1996
MBA
Miami University 1986 — 1990
BS
Drew Babin, CFA's Robert W. Baird & Co. Experience October 2014 - Present
Job Senior Research Analyst at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. October 2014 - Present
CBRE Clarion Securities July 2006 - October 2014
Skills
Equities, Financial Modeling, Investments, Financial Analysis, Valuation, Capital Markets, Asset Management, Hedge Funds, Portfolio Management, Securities
Education
Middlebury College 2002 — 2006
Bachelor of Arts (B.A.), Economics, US History
Robert W. Baird & Co. October 2014 - Present
CBRE Clarion Securities July 2006 - October 2014
Skills
Equities, Financial Modeling, Investments, Financial Analysis, Valuation, Capital Markets, Asset Management, Hedge Funds, Portfolio Management, Securities
Education
Middlebury College 2002 — 2006
Bachelor of Arts (B.A.), Economics, US History
Sonia Riecan MSHR's Robert W. Baird & Co. Experience 2006 - 2006
Job
Industry Human Resources
Experience
Corinthian Colleges December 2011 - March 2013
University of Phoenix April 2007 - February 2013
Brentsen Education January 2011 - November 2011
University of Phoenix April 2007 - December 2010
Robert W. Baird & Co. 2006 - 2006
The DeRosa Corporastion 2003 - 2006
Skills
Delivering Results, Full-cycle Recruiting, Human Capital Management, Multilingual, Negotiation, Benefits, Global Communications, Employee Relations, Interviewing, Training, Interviews, Personnel Management, Recruiting, Employee Benefits, SDLC, Resume Writing, Talent Acquisition, Sales, Leadership Development, Management, Human Resources, Conflict Resolution, Admissions, Temporary Placement, Time Management, Talent Management, Hiring, Leadership, Deferred Compensation, Higher Education, Staff Development, Analysis, Employee Engagement, Career Development, Adult Education, Succession Planning, Change Management, College Recruiting, Performance Management, Strategic Planning, Coaching, Career Counseling, Team Building, Enrollment Management, Organizational..., Retaining Customers, Onboarding, Campus, Employee Training, CampusVue
Education
Marquette University 1998 — 2002
Master's degree
Marquette University 1994 — 1998
BA
University of Antwerp 1997 — 1997
Certificate
Corinthian Colleges December 2011 - March 2013
University of Phoenix April 2007 - February 2013
Brentsen Education January 2011 - November 2011
University of Phoenix April 2007 - December 2010
Robert W. Baird & Co. 2006 - 2006
The DeRosa Corporastion 2003 - 2006
Skills
Delivering Results, Full-cycle Recruiting, Human Capital Management, Multilingual, Negotiation, Benefits, Global Communications, Employee Relations, Interviewing, Training, Interviews, Personnel Management, Recruiting, Employee Benefits, SDLC, Resume Writing, Talent Acquisition, Sales, Leadership Development, Management, Human Resources, Conflict Resolution, Admissions, Temporary Placement, Time Management, Talent Management, Hiring, Leadership, Deferred Compensation, Higher Education, Staff Development, Analysis, Employee Engagement, Career Development, Adult Education, Succession Planning, Change Management, College Recruiting, Performance Management, Strategic Planning, Coaching, Career Counseling, Team Building, Enrollment Management, Organizational..., Retaining Customers, Onboarding, Campus, Employee Training, CampusVue
Education
Marquette University 1998 — 2002
Master's degree
Marquette University 1994 — 1998
BA
University of Antwerp 1997 — 1997
Certificate
Kevin Marrs's Robert W. Baird & Co. Experience July 2012 - March 2014
Job Associate Corporate Client Banking at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan April 2014 - Present
Robert W. Baird & Co. July 2012 - March 2014
Massachusetts Institute of Technology August 2010 - June 2012
Robert W. Baird & Co. May 2011 - August 2011
Shure Incorporated June 2009 - August 2010
Shure, Inc July 2008 - June 2009
Shure, Inc July 2007 - June 2008
Shure, Inc July 2006 - June 2007
Shure, Inc February 2006 - May 2007
Shure, Inc August 2004 - January 2006
Skills
Investment Banking, Cross-functional Team..., Business Strategy, Product Management, Strategy, Competitive Analysis, Valuation, Analytics, Product Development, Financial Analysis, Financial Modeling, Corporate Finance, Data Analysis, Project Management, Business Development, Statistics, Mergers, Mergers & Acquisitions, Business Planning
Education
Massachusetts Institute of Technology - Sloan School of Management 2010 — 2012
MBA, Finance
University of Illinois at Urbana-Champaign 1999 — 2003
B.S., General Engineering
J.P. Morgan April 2014 - Present
Robert W. Baird & Co. July 2012 - March 2014
Massachusetts Institute of Technology August 2010 - June 2012
Robert W. Baird & Co. May 2011 - August 2011
Shure Incorporated June 2009 - August 2010
Shure, Inc July 2008 - June 2009
Shure, Inc July 2007 - June 2008
Shure, Inc July 2006 - June 2007
Shure, Inc February 2006 - May 2007
Shure, Inc August 2004 - January 2006
Skills
Investment Banking, Cross-functional Team..., Business Strategy, Product Management, Strategy, Competitive Analysis, Valuation, Analytics, Product Development, Financial Analysis, Financial Modeling, Corporate Finance, Data Analysis, Project Management, Business Development, Statistics, Mergers, Mergers & Acquisitions, Business Planning
Education
Massachusetts Institute of Technology - Sloan School of Management 2010 — 2012
MBA, Finance
University of Illinois at Urbana-Champaign 1999 — 2003
B.S., General Engineering
James Lyman's Robert W. Baird & Co. Experience October 2009 - September 2011
Job Technical Architect at mpirik
Industry Information Technology and Services
Experience
mpirik October 2014 - Present
Laughlin Constable March 2012 - October 2014
Laughlin Constable October 2010 - May 2012
Robert W. Baird & Co. October 2009 - September 2011
Trisept Solutions June 2006 - September 2009
Skills
jQuery, Microsoft SQL Server, ASP.NET, Visual Studio, ASP.NET MVC, WCF, CSS, JavaScript, Subversion, T-SQL, C#, .NET, IIS, JSON, SOA, XSLT, Git, XML, Web Services, LINQ, HTML 5, TFS, Design Patterns, AJAX, Agile Methodologies, MVC, iOS Development, Node.js, Swift, Bindery, Objective-C, MongoDB
Education
Milwaukee School of Engineering 2001 — 2005
BS, Computer Engineering
mpirik October 2014 - Present
Laughlin Constable March 2012 - October 2014
Laughlin Constable October 2010 - May 2012
Robert W. Baird & Co. October 2009 - September 2011
Trisept Solutions June 2006 - September 2009
Skills
jQuery, Microsoft SQL Server, ASP.NET, Visual Studio, ASP.NET MVC, WCF, CSS, JavaScript, Subversion, T-SQL, C#, .NET, IIS, JSON, SOA, XSLT, Git, XML, Web Services, LINQ, HTML 5, TFS, Design Patterns, AJAX, Agile Methodologies, MVC, iOS Development, Node.js, Swift, Bindery, Objective-C, MongoDB
Education
Milwaukee School of Engineering 2001 — 2005
BS, Computer Engineering
Jamie Bloomquist's Robert W. Baird & Co. Experience July 2012 - Present
Job Senior Digital Designer at Robert W. Baird & Co.
Industry Online Media
Experience
Robert W. Baird & Co. July 2012 - Present
Robert W. Baird & Co. April 2011 - Present
Trek Bicycle Corporation November 2009 - April 2011
True Design August 2006 - November 2009
Northwestern Mutual February 2001 - August 2006
MarchFirst December 1995 - November 2000
US Web 1995 - 1997
Skills
User Interface Design, User Experience, Information Architecture, Web Design, Logo Design, Interaction Design, Email Marketing, Visual Design, Brand Development, Adobe Creative Suite, CSS, Interactive Marketing, Branding & Identity, Social Media, Illustrator, Graphic Design, Digital Photography, Motion Design, Video Editing, Basecamp, Mobile Interface Design, Agile Methodologies, Front-end, Photos, HTML, Art Direction, Project Management, SEO, Audio Editing, Flash Animation, Persona, Typography, Wireframes, Concept Development, Front-end Development, Google Analytics, Creative Direction, Brochures, Content Strategy, Multimedia, Workflow Design, Print, Photo Direction, Agile, Responsive Design, Usability, Final Cut Pro, Google Webmaster Tools, Google Local, Bing Places
Education
Milwaukee Area Technical College 1992 — 1995
Associates, Visual Communications & Computer Graphics
Whitnall
High School Diploma, Art/Art Studies, General
Robert W. Baird & Co. July 2012 - Present
Robert W. Baird & Co. April 2011 - Present
Trek Bicycle Corporation November 2009 - April 2011
True Design August 2006 - November 2009
Northwestern Mutual February 2001 - August 2006
MarchFirst December 1995 - November 2000
US Web 1995 - 1997
Skills
User Interface Design, User Experience, Information Architecture, Web Design, Logo Design, Interaction Design, Email Marketing, Visual Design, Brand Development, Adobe Creative Suite, CSS, Interactive Marketing, Branding & Identity, Social Media, Illustrator, Graphic Design, Digital Photography, Motion Design, Video Editing, Basecamp, Mobile Interface Design, Agile Methodologies, Front-end, Photos, HTML, Art Direction, Project Management, SEO, Audio Editing, Flash Animation, Persona, Typography, Wireframes, Concept Development, Front-end Development, Google Analytics, Creative Direction, Brochures, Content Strategy, Multimedia, Workflow Design, Print, Photo Direction, Agile, Responsive Design, Usability, Final Cut Pro, Google Webmaster Tools, Google Local, Bing Places
Education
Milwaukee Area Technical College 1992 — 1995
Associates, Visual Communications & Computer Graphics
Whitnall
High School Diploma, Art/Art Studies, General
Greg McElwain's Robert W. Baird & Co. Experience May 2011 - Present
Job Application Development Manager at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. May 2011 - Present
Wells Fargo Advantage Funds January 2005 - April 2011
Strong Capital Management January 2003 - December 2004
GE Healthcare 2000 - December 2002
GE Healthcare January 1994 - July 2000
Education
Milwaukee School of Engineering
Robert W. Baird & Co. May 2011 - Present
Wells Fargo Advantage Funds January 2005 - April 2011
Strong Capital Management January 2003 - December 2004
GE Healthcare 2000 - December 2002
GE Healthcare January 1994 - July 2000
Education
Milwaukee School of Engineering
Mark Clemence's Robert W. Baird & Co. Experience May 2011 - September 2012
Job Voice Engineer at Allstate
Industry Telecommunications
Experience
Allstate September 2012 - Present
Robert W. Baird & Co. May 2011 - September 2012
APS Healthcare July 2008 - May 2011
Generac Power Systems February 2008 - July 2008
Brookdale Senior Living April 2005 - February 2008
Quarles & Brady LLP January 2000 - April 2005
von Briesen & Roper, s.c. March 1998 - January 2000
Skills
ACD, CMS, ACE, VoIP, Avaya, Telephony, Modular Messaging, Telecommunications, Process Improvement, Troubleshooting, Voice Mail, SIP, Call Centers, MPLS, Avaya Technologies, Networking
Education
Milwaukee Area Technical College 1989 — 1993
Associates Degree, Paralegal
Allstate September 2012 - Present
Robert W. Baird & Co. May 2011 - September 2012
APS Healthcare July 2008 - May 2011
Generac Power Systems February 2008 - July 2008
Brookdale Senior Living April 2005 - February 2008
Quarles & Brady LLP January 2000 - April 2005
von Briesen & Roper, s.c. March 1998 - January 2000
Skills
ACD, CMS, ACE, VoIP, Avaya, Telephony, Modular Messaging, Telecommunications, Process Improvement, Troubleshooting, Voice Mail, SIP, Call Centers, MPLS, Avaya Technologies, Networking
Education
Milwaukee Area Technical College 1989 — 1993
Associates Degree, Paralegal
Stephanie Peplin's Robert W. Baird & Co. Experience May 2000 - December 2001
Job Lead Business Consultant at Northwestern Mutual Life
Industry Financial Services
Experience
Northwestern Mutual Life January 2002 - Present
Robert W. Baird & Co. May 2000 - December 2001
Edward Jones June 1999 - May 2000
Skills
Mutual Funds, Risk Management, Financial Analysis, Team Leadership, Insurance, Strategic Financial..., Business Analysis, Analysis, Investments, Financial Services, Portfolio Management, Wealth Management, Finance, Securities, Fixed Income, Asset Management, Series 7
Education
Marquette University 1995 — 1999
Bachelor of Science, Finance, International Business, German
Northwestern Mutual Life January 2002 - Present
Robert W. Baird & Co. May 2000 - December 2001
Edward Jones June 1999 - May 2000
Skills
Mutual Funds, Risk Management, Financial Analysis, Team Leadership, Insurance, Strategic Financial..., Business Analysis, Analysis, Investments, Financial Services, Portfolio Management, Wealth Management, Finance, Securities, Fixed Income, Asset Management, Series 7
Education
Marquette University 1995 — 1999
Bachelor of Science, Finance, International Business, German
Todd Treffert's Robert W. Baird & Co. Experience August 1997 - September 2001
Job
Industry Automotive
Experience
BBC Imagewear November 2007 - Present
Speedconcepts 2010 - Present
Northwestern Mutual May 2004 - January 2008
Strong Financial Corporation September 2001 - May 2004
Robert W. Baird & Co. August 1997 - September 2001
Education
Marquette University 1990 — 1994
B.S., Business Administration/Economics
BBC Imagewear November 2007 - Present
Speedconcepts 2010 - Present
Northwestern Mutual May 2004 - January 2008
Strong Financial Corporation September 2001 - May 2004
Robert W. Baird & Co. August 1997 - September 2001
Education
Marquette University 1990 — 1994
B.S., Business Administration/Economics
Walt Geiger's Robert W. Baird & Co. Experience 1996 - 1997
Job Director of Investment Management at Richardson Capital Management
Industry Financial Services
Experience
Richardson Capital Management 2010 - Present
Red Granite Advisors 2007 - 2009
Northwestern Mutual 1999 - 2007
Tucker Anthony Sutro 1997 - 1999
Robert W. Baird & Co. 1996 - 1997
Jockey International 1991 - 1993
Skills
Investments, Financial Analysis, Equity Research, Portfolio Management, Chartered Financial..., Valuation, Equity Valuation, Alternative Investments, Fixed Income Strategies, Investment Management
Education
University of Wisconsin-Madison 1995 — 1996
MS - Finance, Investment and Banking
Marquette University 1985 — 1989
BS, Business Administration
Bradenton Acedemy
Richardson Capital Management 2010 - Present
Red Granite Advisors 2007 - 2009
Northwestern Mutual 1999 - 2007
Tucker Anthony Sutro 1997 - 1999
Robert W. Baird & Co. 1996 - 1997
Jockey International 1991 - 1993
Skills
Investments, Financial Analysis, Equity Research, Portfolio Management, Chartered Financial..., Valuation, Equity Valuation, Alternative Investments, Fixed Income Strategies, Investment Management
Education
University of Wisconsin-Madison 1995 — 1996
MS - Finance, Investment and Banking
Marquette University 1985 — 1989
BS, Business Administration
Bradenton Acedemy
Kate LeClair's Robert W. Baird & Co. Experience May 2011 - May 2012
Job Client Strategies at HighVista Strategies
Industry Financial Services
Experience
HighVista Strategies October 2014 - Present
Cambridge Associates May 2012 - October 2014
Robert W. Baird & Co. May 2011 - May 2012
ThinkEquity LLC August 2008 - May 2011
Gannett Welsh & Kotler August 2006 - August 2008
Skills
Series 7, Series 66, Series 3, Uniform Combined State..., Venture Capital, FINRA, Bloomberg, Alternative Investments, Investments
Education
Miami University 2002 — 2006
International Studies
HighVista Strategies October 2014 - Present
Cambridge Associates May 2012 - October 2014
Robert W. Baird & Co. May 2011 - May 2012
ThinkEquity LLC August 2008 - May 2011
Gannett Welsh & Kotler August 2006 - August 2008
Skills
Series 7, Series 66, Series 3, Uniform Combined State..., Venture Capital, FINRA, Bloomberg, Alternative Investments, Investments
Education
Miami University 2002 — 2006
International Studies
Dan Brown Jr.'s Robert W. Baird & Co. Experience June 2011 - December 2012
Job Designer for Marcus Theatres in the downtown Milwaukee office.
Industry Graphic Design
Experience
Marcus Theatres December 2012 - Present
Robert W. Baird & Co. June 2011 - December 2012
Milwaukee Journal Sentinel July 2012 - November 2012
Skills
Adobe Creative Suite, Advertising, Photoshop, InDesign, Illustrator, Typography, Email Marketing, Layout, Photography, Graphic Design, Social Media, Mac, Illustration, Graphics, Brochures, Branding
Education
Milwaukee Institute of Art and Design 2010 — 2012
Bachelor of Fine Arts (BFA), Communication Design
Waukesha County Technical College 2006 — 2008
Associate of Applied Science (AAS), Graphic Design
Marcus Theatres December 2012 - Present
Robert W. Baird & Co. June 2011 - December 2012
Milwaukee Journal Sentinel July 2012 - November 2012
Skills
Adobe Creative Suite, Advertising, Photoshop, InDesign, Illustrator, Typography, Email Marketing, Layout, Photography, Graphic Design, Social Media, Mac, Illustration, Graphics, Brochures, Branding
Education
Milwaukee Institute of Art and Design 2010 — 2012
Bachelor of Fine Arts (BFA), Communication Design
Waukesha County Technical College 2006 — 2008
Associate of Applied Science (AAS), Graphic Design
Nick Zalewski's Robert W. Baird & Co. Experience 2008 - Present
Job at Robert W. Baird, Co
Industry Information Technology and Services
Experience
Robert W. Baird & Co. 2008 - Present
Jefferson Wells International 2004 - 2008
Skills
Active Directory, Disaster Recovery, Process Improvement, SharePoint, Troubleshooting, Windows 7, Windows Server, Citrix, Windows XP
Education
Milwaukee School of Engineering 2003 — 2006
Bachelors, Business Management - IS
Milwaukee Area Technical College 2001 — 2003
Associates, Information Technology - Networking
Robert W. Baird & Co. 2008 - Present
Jefferson Wells International 2004 - 2008
Skills
Active Directory, Disaster Recovery, Process Improvement, SharePoint, Troubleshooting, Windows 7, Windows Server, Citrix, Windows XP
Education
Milwaukee School of Engineering 2003 — 2006
Bachelors, Business Management - IS
Milwaukee Area Technical College 2001 — 2003
Associates, Information Technology - Networking
Tom Linn's Robert W. Baird & Co. Experience July 1986 - Present
Job Director at Robert W. Baird & Co.
Industry Investment Management
Experience
Robert W. Baird & Co. July 1986 - Present
Education
MBA
Marquette University
Bachelor of Arts (B.A.), Economics
PiusXIDad
PiusXIDad
PiusXIDad
University of Wisconsin-Milwaukee
Master of Business Administration (MBA), Finance and Statistics
Robert W. Baird & Co. July 1986 - Present
Education
MBA
Marquette University
Bachelor of Arts (B.A.), Economics
PiusXIDad
PiusXIDad
PiusXIDad
University of Wisconsin-Milwaukee
Master of Business Administration (MBA), Finance and Statistics
Randy North's Robert W. Baird & Co. Experience February 2008 - Present
Job
Industry Investment Management
Experience
Robert W. Baird & Co. February 2008 - Present
Nicholas Funds 2004 - 2008
M&I Marshall & Ilsley Trust Company 2003 - 2004
Frank F. Haack & Associates 1998 - 2003
Skills
Investments
Education
Marquette University
MBA, Business Administration
Marquette University 1984 — 1988
BS, Business Administration: Finance and Marketing
Robert W. Baird & Co. February 2008 - Present
Nicholas Funds 2004 - 2008
M&I Marshall & Ilsley Trust Company 2003 - 2004
Frank F. Haack & Associates 1998 - 2003
Skills
Investments
Education
Marquette University
MBA, Business Administration
Marquette University 1984 — 1988
BS, Business Administration: Finance and Marketing
Ruben Rivas's Robert W. Baird & Co. Experience November 2013 - Present
Job Corporate Events Coordinator at Robert W. Baird & Co.
Industry Marketing and Advertising
Experience
Robert W. Baird & Co. November 2013 - Present
St. Jude Children's Research Hospital September 2011 - August 2013
State of Wisconsin August 2010 - September 2011
YWCA of Greater Milwaukee May 2010 - November 2010
Milwaukee Area Workforce Investment Board June 2009 - August 2009
Marquette University 2007 - 2009
Skills
Marketing, Fundraising, Event Planning, Event Marketing Strategy, Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft Exchange, Timely Decision Making, Critical Thinking, Sales, Cold Calling Experience, Customer Service, Customer Oriented, Customer Support, Bilingual-English/Spanis..., Bilingual Communications, Public Speaking, Nonprofits, Social Media, Account Management, Community Outreach, Time Management, Leadership, Public Relations
Education
Marquette University 2006 — 2009
Bachelors of Arts and Science, Political Science with a minor in Business Administration
Robert W. Baird & Co. November 2013 - Present
St. Jude Children's Research Hospital September 2011 - August 2013
State of Wisconsin August 2010 - September 2011
YWCA of Greater Milwaukee May 2010 - November 2010
Milwaukee Area Workforce Investment Board June 2009 - August 2009
Marquette University 2007 - 2009
Skills
Marketing, Fundraising, Event Planning, Event Marketing Strategy, Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft Exchange, Timely Decision Making, Critical Thinking, Sales, Cold Calling Experience, Customer Service, Customer Oriented, Customer Support, Bilingual-English/Spanis..., Bilingual Communications, Public Speaking, Nonprofits, Social Media, Account Management, Community Outreach, Time Management, Leadership, Public Relations
Education
Marquette University 2006 — 2009
Bachelors of Arts and Science, Political Science with a minor in Business Administration
Tim Lally CFP®'s Robert W. Baird & Co. Experience November 1998 - Present
Job Financial Advisor at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. November 1998 - Present
Education
Marquette University
Master of Business Administration
St. Norbert College
Bachelor of Busniess Administration with a Economics Minor
Robert W. Baird & Co. November 1998 - Present
Education
Marquette University
Master of Business Administration
St. Norbert College
Bachelor of Busniess Administration with a Economics Minor
Peter Ament's Robert W. Baird & Co. Experience November 1992 - Present
Job Financial Advisor at Robert W. Baird
Industry Financial Services
Experience
Robert W. Baird & Co. November 1992 - Present
Skills
Securities, Estate Planning, Mutual Funds, Wealth Management, Retirement Planning, Strategic Financial..., Series 7, Portfolio Management, Fixed Annuities, Variable Annuities, Equities, 529 Plans, Asset Management, Sports Coaching, Basketball Coaching, Soccer Coaching, Investments, Financial Planning
Education
Marquette University 1986 — 1990
BA, Political Science
Marquette University High School 1982 — 1986
Robert W. Baird & Co. November 1992 - Present
Skills
Securities, Estate Planning, Mutual Funds, Wealth Management, Retirement Planning, Strategic Financial..., Series 7, Portfolio Management, Fixed Annuities, Variable Annuities, Equities, 529 Plans, Asset Management, Sports Coaching, Basketball Coaching, Soccer Coaching, Investments, Financial Planning
Education
Marquette University 1986 — 1990
BA, Political Science
Marquette University High School 1982 — 1986
Juan A. Gomez's Robert W. Baird & Co. Experience 1999 - 2003
Job Instructor/Writer at US Army
Industry Consumer Goods
Experience
425, Inc. 2012 - Present
US Army 1997 - Present
SC Johnson April 2007 - October 2013
Case New Holland June 2006 - April 2007
Johnson Controls January 2004 - 2006
Robert W. Baird & Co. 1999 - 2003
Skills
SAP, Competitive Analysis, Microsoft Office, Customer Service, Management, Sales, Team Building, Program Management, Leadership, Project Management, Strategic Planning, Marketing Strategy, New Business Development, Microsoft Excel, Sales Management, Account Management, Public Speaking, Contract Negotiation, Event Planning, Marketing, Budgets, Negotiation, Business Development, Process Improvement
Education
Milwaukee Area Technical College
Associate, Banking and Finance
University of Wisconsin-Madison
Kinesiology and Exercise Science
University of Wisconsin-Milwaukee
Business Administration and Management, General
425, Inc. 2012 - Present
US Army 1997 - Present
SC Johnson April 2007 - October 2013
Case New Holland June 2006 - April 2007
Johnson Controls January 2004 - 2006
Robert W. Baird & Co. 1999 - 2003
Skills
SAP, Competitive Analysis, Microsoft Office, Customer Service, Management, Sales, Team Building, Program Management, Leadership, Project Management, Strategic Planning, Marketing Strategy, New Business Development, Microsoft Excel, Sales Management, Account Management, Public Speaking, Contract Negotiation, Event Planning, Marketing, Budgets, Negotiation, Business Development, Process Improvement
Education
Milwaukee Area Technical College
Associate, Banking and Finance
University of Wisconsin-Madison
Kinesiology and Exercise Science
University of Wisconsin-Milwaukee
Business Administration and Management, General
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
Victor Lee's Robert W. Baird & Co. Experience July 2013 - May 2014
Job Associate at Piper Jaffray
Industry Investment Banking
Experience
Robert W. Baird & Co. July 2013 - May 2014
Variant Capital Advisors LLC June 2012 - August 2012
Conway MacKenzie, Inc. 2008 - 2011
American Capital 2006 - 2008
Ernst & Young 2002 - 2006
Skills
Private Equity, Valuation, Financial Modeling, Due Diligence, Financial Analysis, Strategy, Business Planning, Portfolio Management, Restructuring
Education
MIT Sloan School of Management 2011 — 2013
Northwestern University 1998 — 2000
Robert W. Baird & Co. July 2013 - May 2014
Variant Capital Advisors LLC June 2012 - August 2012
Conway MacKenzie, Inc. 2008 - 2011
American Capital 2006 - 2008
Ernst & Young 2002 - 2006
Skills
Private Equity, Valuation, Financial Modeling, Due Diligence, Financial Analysis, Strategy, Business Planning, Portfolio Management, Restructuring
Education
MIT Sloan School of Management 2011 — 2013
Northwestern University 1998 — 2000
Joe Malek's Robert W. Baird & Co. Experience March 2012 - Present
Job Project Manager at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. March 2012 - Present
Robert W. Baird & Co. April 2010 - March 2012
Direct Supply May 2008 - April 2010
Direct Supply August 2005 - May 2008
Starfire Inc. 2003 - 2005
Education
Milwaukee School of Engineering
Information Systems
Robert W. Baird & Co. March 2012 - Present
Robert W. Baird & Co. April 2010 - March 2012
Direct Supply May 2008 - April 2010
Direct Supply August 2005 - May 2008
Starfire Inc. 2003 - 2005
Education
Milwaukee School of Engineering
Information Systems
Amy Maurer's Robert W. Baird & Co. Experience June 2008 - Present
Job Administrative Office Manager at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. June 2008 - Present
UBS Wealth Management June 2006 - June 2008
Piper Jaffray March 1987 - June 2006
Piper Jaffray 1987 - 2006
Beckman Produce 1983 - 1987
Skills
Series 7
Education
Minnesota School of Business 1981 — 1983
Accounting and Data Processing
Robert W. Baird & Co. June 2008 - Present
UBS Wealth Management June 2006 - June 2008
Piper Jaffray March 1987 - June 2006
Piper Jaffray 1987 - 2006
Beckman Produce 1983 - 1987
Skills
Series 7
Education
Minnesota School of Business 1981 — 1983
Accounting and Data Processing
Nathan Novak's Robert W. Baird & Co. Experience March 2013 - June 2014
Job Private Equity Associate at HCI Equity
Industry Financial Services
Experience
HCI Equity August 2014 - Present
Robert W. Baird & Co. March 2013 - June 2014
Robert W. Baird & Co. May 2010 - March 2013
Skills
Financial Modeling, Valuation, Equity Research, Investment Banking, Bloomberg, Equities, Investments, Financial Analysis, Series 7, Capital Markets, Portfolio Management, Corporate Finance, Asset Management, Asset Allocation, Fixed Income, Hedge Funds, Alternative Investments
Education
Marquette University
Bachelor's Degree, Finance - Applied Investment Management
HCI Equity August 2014 - Present
Robert W. Baird & Co. March 2013 - June 2014
Robert W. Baird & Co. May 2010 - March 2013
Skills
Financial Modeling, Valuation, Equity Research, Investment Banking, Bloomberg, Equities, Investments, Financial Analysis, Series 7, Capital Markets, Portfolio Management, Corporate Finance, Asset Management, Asset Allocation, Fixed Income, Hedge Funds, Alternative Investments
Education
Marquette University
Bachelor's Degree, Finance - Applied Investment Management
Michelle Chester's Robert W. Baird & Co. Experience September 2013 - Present
Job Client Specialist at Robert W. Baird
Industry Financial Services
Experience
Robert W. Baird & Co. September 2013 - Present
JPMorgan Chase Bank, N.A September 2006 - September 2013
Stifel, Nicolaus & Co., Inc May 2006 - June 2006
Wells Fargo Investments, LLC September 2002 - April 2006
Skills
Equities, Series 7, Banking, Investments, Trading
Education
Miami University 1997 — 2002
Bachelor of Arts (B.A.), English Language and Literature, General
Miami University 1997 — 2002
Bachelor of Arts, English Literature
Robert W. Baird & Co. September 2013 - Present
JPMorgan Chase Bank, N.A September 2006 - September 2013
Stifel, Nicolaus & Co., Inc May 2006 - June 2006
Wells Fargo Investments, LLC September 2002 - April 2006
Skills
Equities, Series 7, Banking, Investments, Trading
Education
Miami University 1997 — 2002
Bachelor of Arts (B.A.), English Language and Literature, General
Miami University 1997 — 2002
Bachelor of Arts, English Literature
Susan Horan's Robert W. Baird & Co. Experience May 2011 - January 2012
Job Legal Assistant at Pence and MacMillan LLC
Industry Legal Services
Experience
Pence and MacMillan LLC March 2012 - Present
Robert W. Baird & Co. May 2011 - January 2012
Robert W. Baird & Co. November 2010 - August 2011
AIG American General March 2003 - January 2010
Skills
Legal Writing, Legal Research, Legal Assistance, Research
Education
University of Wyoming 1995 — 1999
BA, History
University of Wisconsin-Milwaukee 2000 — 2002
MA, Public History
Milwaukee Area Technical College 2009 — 2010
Certificate, Paralegal Studies
Pence and MacMillan LLC March 2012 - Present
Robert W. Baird & Co. May 2011 - January 2012
Robert W. Baird & Co. November 2010 - August 2011
AIG American General March 2003 - January 2010
Skills
Legal Writing, Legal Research, Legal Assistance, Research
Education
University of Wyoming 1995 — 1999
BA, History
University of Wisconsin-Milwaukee 2000 — 2002
MA, Public History
Milwaukee Area Technical College 2009 — 2010
Certificate, Paralegal Studies
Keenan Quick's Robert W. Baird & Co. Experience May 2013 - February 2014
Job Change Management Representative at Quad/Graphics
Industry Printing
Experience
Quad/Graphics February 2014 - Present
Entrepreneur July 2012 - Present
Robert W. Baird & Co. May 2013 - February 2014
Danfoss June 2012 - April 2013
Skills
Troubleshooting, Microsoft Office, Technical Support, Project Management, Microsoft Excel, Time Management, Team Leadership, Microsoft Word, Leadership, Customer Service, Entrepreneurship, PowerPoint, Teamwork, VMware, Access, Databases, Public Speaking
Education
Milwaukee School of Engineering 2009 — 2013
Bachelor's degree, Management Information Systems
Waukesha County Technical College 2007 — 2009
Associate of Arts and Sciences (A.A.S.), Architectural Drafting and Architectural CAD/CADD
Quad/Graphics February 2014 - Present
Entrepreneur July 2012 - Present
Robert W. Baird & Co. May 2013 - February 2014
Danfoss June 2012 - April 2013
Skills
Troubleshooting, Microsoft Office, Technical Support, Project Management, Microsoft Excel, Time Management, Team Leadership, Microsoft Word, Leadership, Customer Service, Entrepreneurship, PowerPoint, Teamwork, VMware, Access, Databases, Public Speaking
Education
Milwaukee School of Engineering 2009 — 2013
Bachelor's degree, Management Information Systems
Waukesha County Technical College 2007 — 2009
Associate of Arts and Sciences (A.A.S.), Architectural Drafting and Architectural CAD/CADD
Phillip Schmanski's Robert W. Baird & Co. Experience June 2012 - Present
Job IT Intern at Robert W. Baird & Co.
Industry Information Technology and Services
Experience
Robert W. Baird & Co. June 2012 - Present
Johnson Controls April 2011 - August 2011
Skills
Visual Basic, Microsoft Office, Troubleshooting, Visio, Java
Education
Marquette University 2009 — 2013
Robert W. Baird & Co. June 2012 - Present
Johnson Controls April 2011 - August 2011
Skills
Visual Basic, Microsoft Office, Troubleshooting, Visio, Java
Education
Marquette University 2009 — 2013
Molly Cook's Robert W. Baird & Co. Experience March 2006 - July 2007
Job Midwest Community Engagement Leader at EY
Industry Accounting
Experience
EY September 2013 - Present
Okanjo July 2012 - September 2013
City Year Milwaukee May 2010 - July 2012
United Way of Greater milwaukee July 2007 - May 2010
Robert W. Baird & Co. March 2006 - July 2007
AmeriCorps June 2005 - February 2006
Marquette University Men's Basketball April 2003 - June 2005
Lammi Sports Management August 1998 - February 2003
Education
Marquette University
Bachelor of Arts, Journalism
EY September 2013 - Present
Okanjo July 2012 - September 2013
City Year Milwaukee May 2010 - July 2012
United Way of Greater milwaukee July 2007 - May 2010
Robert W. Baird & Co. March 2006 - July 2007
AmeriCorps June 2005 - February 2006
Marquette University Men's Basketball April 2003 - June 2005
Lammi Sports Management August 1998 - February 2003
Education
Marquette University
Bachelor of Arts, Journalism
David DiStefano's Robert W. Baird & Co. Experience July 2008 - June 2010
Job Vice President at Alongi Santas Insurance Agency
Industry Insurance
Experience
Alongi Santas Insurance Agency April 2012 - Present
Tricor June 2010 - March 2012
Robert W. Baird & Co. July 2008 - June 2010
Baker Tilly Virchow Krause, LLP December 1999 - July 2008
Skills
Janesville School Board..., Rock Valley Golf..., Coach- Milton Youth..., Insurance, Employee Benefits, Life Insurance, Disability Insurance, Risk Management, 401k, Strategic Planning, Employee Relations, Change Management, Health Insurance, Underwriting, Team Building, Property & Casualty..., Customer Service, Retirement Planning, New Business Development, Human Resources, Benefits Administration, Term Life Insurance, Long-term Care, Wealth Management, Salesforce.com, Workers Compensation, Marketing Strategy, Financial Advisory, Series 7, Investment Advisory, Series 63, Investments, Wealth Management..., Financial Services, Healthcare, FMLA, Team Leadership, Health Savings Accounts, COBRA, HIPAA
Education
Methodist College 1992 — 1995
Bachelor of Science (B.S.), Business Administration and Management, General
Alongi Santas Insurance Agency April 2012 - Present
Tricor June 2010 - March 2012
Robert W. Baird & Co. July 2008 - June 2010
Baker Tilly Virchow Krause, LLP December 1999 - July 2008
Skills
Janesville School Board..., Rock Valley Golf..., Coach- Milton Youth..., Insurance, Employee Benefits, Life Insurance, Disability Insurance, Risk Management, 401k, Strategic Planning, Employee Relations, Change Management, Health Insurance, Underwriting, Team Building, Property & Casualty..., Customer Service, Retirement Planning, New Business Development, Human Resources, Benefits Administration, Term Life Insurance, Long-term Care, Wealth Management, Salesforce.com, Workers Compensation, Marketing Strategy, Financial Advisory, Series 7, Investment Advisory, Series 63, Investments, Wealth Management..., Financial Services, Healthcare, FMLA, Team Leadership, Health Savings Accounts, COBRA, HIPAA
Education
Methodist College 1992 — 1995
Bachelor of Science (B.S.), Business Administration and Management, General
Lori Schwichtenberg's Robert W. Baird & Co. Experience January 2003 - December 2014
Job Financial Operations Specialist
Industry Financial Services
Experience
Robert W. Baird & Co. January 2003 - December 2014
Robert W. Baird & Co. January 1997 - January 2003
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, sql, Fiserv, QuickBooks, Bloomberg, Security APL, Thompson One
Education
Milwaukee Area Technical College 2012 — 2015
Associate's degree, Accounting, 3.4
Robert W. Baird & Co. January 2003 - December 2014
Robert W. Baird & Co. January 1997 - January 2003
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, sql, Fiserv, QuickBooks, Bloomberg, Security APL, Thompson One
Education
Milwaukee Area Technical College 2012 — 2015
Associate's degree, Accounting, 3.4
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.