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
Douglas Bohrer Douglas Bohrer's Robert W. Baird & Co. Experience 2000 - 2001
Job Technical Support Engineer at Allstate
Industry Information Technology and Services
Experience
Allstate October 2008 - Present
Allstate 2001 - October 2008
Robert W. Baird & Co. 2000 - 2001
First Union Securities 1994 - 2000
Security APL 1991 - 1994
Skills
SAP BW, Data Warehousing, Financial Reporting, Sarbanes-Oxley, Internal Audit, APL Development, Mentoring, SAP BWA 7.2, SAP BW 7.3, Requirements Gathering, ITIL Process, COBIT, Vendor Relationships, Computer Systems..., IT Management, Business Intelligence, Cross Functional Team..., Multi-cultural team..., Requirements Analysis, Vendor Management, ITIL, Analysis, Project Management
Education
Northwestern University - Kellogg School of Management
Master of Science (MS), Business Administration and Management, General
University of Illinois at Urbana-Champaign
Master of Science (MS), Mathematics and Statistics
University of Illinois at Urbana-Champaign
Bachelor of Science (BS), Mathematics
New Trier West High School, Northfield, Illinois
Paxson Grade School, Missoula, Montana
Allstate October 2008 - Present
Allstate 2001 - October 2008
Robert W. Baird & Co. 2000 - 2001
First Union Securities 1994 - 2000
Security APL 1991 - 1994
Skills
SAP BW, Data Warehousing, Financial Reporting, Sarbanes-Oxley, Internal Audit, APL Development, Mentoring, SAP BWA 7.2, SAP BW 7.3, Requirements Gathering, ITIL Process, COBIT, Vendor Relationships, Computer Systems..., IT Management, Business Intelligence, Cross Functional Team..., Multi-cultural team..., Requirements Analysis, Vendor Management, ITIL, Analysis, Project Management
Education
Northwestern University - Kellogg School of Management
Master of Science (MS), Business Administration and Management, General
University of Illinois at Urbana-Champaign
Master of Science (MS), Mathematics and Statistics
University of Illinois at Urbana-Champaign
Bachelor of Science (BS), Mathematics
New Trier West High School, Northfield, Illinois
Paxson Grade School, Missoula, Montana
Benjamin Hoeger, CFP® Benjamin Hoeger, CFP®'s Robert W. Baird & Co. Experience February 2009 - Present
Job Financial Advisor at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. February 2009 - Present
UBS Wealth Management April 2005 - November 2008
Skills
Retirement, Investments
Education
Otterbein College 2003 — 2007
Bachelor of Arts, Finance and Economics
Robert W. Baird & Co. February 2009 - Present
UBS Wealth Management April 2005 - November 2008
Skills
Retirement, Investments
Education
Otterbein College 2003 — 2007
Bachelor of Arts, Finance and Economics
Angela Swamp Angela Swamp's Robert W. Baird & Co. Experience July 2013 - Present
Job HC Specialist at Robert W. Baird & Co.
Industry Hospital & Health Care
Experience
Robert W. Baird & Co. July 2013 - Present
APS Healthcare November 2008 - February 2013
Skills
Case Managment, Employee Benefits, HIPAA, Applicant Tracking..., Human Resources, Medicaid, FMLA, SDLC, Benefits Administration
Education
University of Wisconsin-Milwaukee 2002 — 2008
Bachelor of Science, Elementary Education and Teaching
Palomar College 2002 — 2004
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies
Robert W. Baird & Co. July 2013 - Present
APS Healthcare November 2008 - February 2013
Skills
Case Managment, Employee Benefits, HIPAA, Applicant Tracking..., Human Resources, Medicaid, FMLA, SDLC, Benefits Administration
Education
University of Wisconsin-Milwaukee 2002 — 2008
Bachelor of Science, Elementary Education and Teaching
Palomar College 2002 — 2004
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies
Victoria Krumenauer Victoria Krumenauer's Robert W. Baird & Co. Experience June 2014 - Present
Job HR Specialist
Industry Human Resources
Experience
Robert W. Baird & Co. June 2014 - Present
Latitudes Coffee House August 2004 - Present
Executive Benefits Network April 2013 - April 2014
Northwestern Mutual December 2010 - April 2013
Northwestern Mutual April 2010 - December 2010
Skills
Microsoft Office, Customer Service, PowerPoint, Microsoft Excel, Data Entry, Social Media, Public Speaking, Insurance, Outlook, Sales, Marketing, Human Resources, Time Management, Management, Microsoft Word
Education
University of Wisconsin-Milwaukee 2009 — 2011
Bachelor of Business Administration, Human Resources and Marketing
Mount Mary University 2007 — 2009
Bachelor of Business Administration, Business Administration
Robert W. Baird & Co. June 2014 - Present
Latitudes Coffee House August 2004 - Present
Executive Benefits Network April 2013 - April 2014
Northwestern Mutual December 2010 - April 2013
Northwestern Mutual April 2010 - December 2010
Skills
Microsoft Office, Customer Service, PowerPoint, Microsoft Excel, Data Entry, Social Media, Public Speaking, Insurance, Outlook, Sales, Marketing, Human Resources, Time Management, Management, Microsoft Word
Education
University of Wisconsin-Milwaukee 2009 — 2011
Bachelor of Business Administration, Human Resources and Marketing
Mount Mary University 2007 — 2009
Bachelor of Business Administration, Business Administration
Nik Ljoljic's Robert W. Baird & Co. Experience November 2013 - Present
Job Senior Financial Analyst at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. November 2013 - Present
Johnson Controls June 2012 - November 2013
Purdue University September 2010 - May 2012
JD Byrider September 2009 - September 2010
Skills
Debt & Equity Financing, Dividends, Financial Modeling, Banking, Financial Accounting, Microsoft Excel, Liquidity Risk, Due Diligence, Liquidity Management, Corporate Finance, Auditing, Microsoft Office, SAP, Grants Administration, Loan Origination, Credit Analysis
Education
Purdue University 2011 — 2012
Bachelor of Science, Accounting
Purdue University 2005 — 2009
Bachelor of Science, Management
Robert W. Baird & Co. November 2013 - Present
Johnson Controls June 2012 - November 2013
Purdue University September 2010 - May 2012
JD Byrider September 2009 - September 2010
Skills
Debt & Equity Financing, Dividends, Financial Modeling, Banking, Financial Accounting, Microsoft Excel, Liquidity Risk, Due Diligence, Liquidity Management, Corporate Finance, Auditing, Microsoft Office, SAP, Grants Administration, Loan Origination, Credit Analysis
Education
Purdue University 2011 — 2012
Bachelor of Science, Accounting
Purdue University 2005 — 2009
Bachelor of Science, Management
Matt Gailey Matt Gailey's Robert W. Baird & Co. Experience July 2014 - Present
Job Investment Banking Analyst at Robert W. Baird & Co.
Industry Investment Banking
Experience
Robert W. Baird & Co. July 2014 - Present
Northern Trust December 2012 - July 2014
Northern Trust September 2011 - December 2012
Merrill Lynch June 2010 - August 2010
Skills
Microsoft Excel, Quantitative Finance, Financial Analysis, Corporate Finance, Financial Accounting, Data Analysis, Strategic Financial..., Bloomberg, Investments, Finance
Education
Northwestern University 2007 — 2011
BA
Robert W. Baird & Co. July 2014 - Present
Northern Trust December 2012 - July 2014
Northern Trust September 2011 - December 2012
Merrill Lynch June 2010 - August 2010
Skills
Microsoft Excel, Quantitative Finance, Financial Analysis, Corporate Finance, Financial Accounting, Data Analysis, Strategic Financial..., Bloomberg, Investments, Finance
Education
Northwestern University 2007 — 2011
BA
Tommy Joerres Tommy Joerres's Robert W. Baird & Co. Experience August 2014 - August 2014
Job Consultant at Northern Trust Hedge Fund Services
Industry Financial Services
Experience
Northern Trust Corporation April 2015 - Present
Robert W. Baird & Co. August 2014 - August 2014
Northern Trust Corporation June 2014 - August 2014
Fidelity National Information Services June 2013 - August 2013
Kohler Co. June 2012 - August 2012
Skills
Microsoft Excel, Microsoft Word, Teamwork, Microsoft Office, PowerPoint, Forecasting, CRM, eRM, Facebook, HTML, SAP, SAP CRM, SharePoint, Leadership
Education
Saint Louis University 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance and Marketing
University School of Milwaukee
Northern Trust Corporation April 2015 - Present
Robert W. Baird & Co. August 2014 - August 2014
Northern Trust Corporation June 2014 - August 2014
Fidelity National Information Services June 2013 - August 2013
Kohler Co. June 2012 - August 2012
Skills
Microsoft Excel, Microsoft Word, Teamwork, Microsoft Office, PowerPoint, Forecasting, CRM, eRM, Facebook, HTML, SAP, SAP CRM, SharePoint, Leadership
Education
Saint Louis University 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance and Marketing
University School of Milwaukee
Don Allenbrand's Robert W. Baird & Co. Experience January 1991 - May 1992
Job Founder/President at Wealth Enhancement Group, Inc.
Industry Investment Management
Experience
First Allied Securities, Inc. May 2008 - Present
Wealth Enhancement Group, Inc. April 1992 - Present
FFP Securities, Inc./FFP Advisory Services Inc. April 1992 - May 2008
Robert W. Baird & Co. January 1991 - May 1992
Northwestern Mutual Investment Services January 1991 - May 1992
Linsco/Private Ledger Corp. August 1989 - December 1990
Donald D Allenbrand, CPA, PC December 1979 - August 1989
Arthur Andersen & Co. December 1973 - December 1979
United States Air Force March 1967 - December 1970
Skills
Wealth Management, Portfolio Management, Estate Planning, Financial Advisory, Retirement Planning, Financial Planning, Securities, Investments, Finance, Asset Management, Financial Services, Wealth, Investment Advisory, Wealth Management...
Education
Cannon Financial Institute - Georgia Tech 2008 — 2008
Certified Wealth Strategist®, Certified Wealth Strategist® (CWS®) Certification Courses
Cannon Financial Institute - Duke University 2007 — 2007
Certified Wealth Strategist®, Certified Wealth Strategist® (CWS®) Certification Courses
Northwest Missouri State University 1970 — 1973
Bachelor of Science (BS), Accounting, Highest Honors
Cannon Financial
Cannon Financial
First Allied Securities, Inc. May 2008 - Present
Wealth Enhancement Group, Inc. April 1992 - Present
FFP Securities, Inc./FFP Advisory Services Inc. April 1992 - May 2008
Robert W. Baird & Co. January 1991 - May 1992
Northwestern Mutual Investment Services January 1991 - May 1992
Linsco/Private Ledger Corp. August 1989 - December 1990
Donald D Allenbrand, CPA, PC December 1979 - August 1989
Arthur Andersen & Co. December 1973 - December 1979
United States Air Force March 1967 - December 1970
Skills
Wealth Management, Portfolio Management, Estate Planning, Financial Advisory, Retirement Planning, Financial Planning, Securities, Investments, Finance, Asset Management, Financial Services, Wealth, Investment Advisory, Wealth Management...
Education
Cannon Financial Institute - Georgia Tech 2008 — 2008
Certified Wealth Strategist®, Certified Wealth Strategist® (CWS®) Certification Courses
Cannon Financial Institute - Duke University 2007 — 2007
Certified Wealth Strategist®, Certified Wealth Strategist® (CWS®) Certification Courses
Northwest Missouri State University 1970 — 1973
Bachelor of Science (BS), Accounting, Highest Honors
Cannon Financial
Cannon Financial
C.H. Randolph Lyon C.H. Randolph Lyon's Robert W. Baird & Co. Experience 2005 - Present
Job Vice Chairman at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. 2005 - Present
Lehman Brothers 2001 - 2005
J.P. Morgan 1992 - 2000
First Boston Corporation 1967 - 1992
Education
University of Virginia Darden School of Business 1965 — 1967
Master of Business Administration (M.B.A.)
Princeton University 1961 — 1965
Bachelor's Degree
Robert W. Baird & Co. 2005 - Present
Lehman Brothers 2001 - 2005
J.P. Morgan 1992 - 2000
First Boston Corporation 1967 - 1992
Education
University of Virginia Darden School of Business 1965 — 1967
Master of Business Administration (M.B.A.)
Princeton University 1961 — 1965
Bachelor's Degree
Dana Starkey's Robert W. Baird & Co. Experience June 2008 - October 2009
Job Mortgage Loan Originator at Providence Home Lending
Industry Financial Services
Experience
Providence Home Lending December 2012 - Present
Stone Creek Coffee Roasters February 2011 - July 2011
John Ellison Advisory Group July 2010 - January 2011
Robert W. Baird & Co. June 2008 - October 2009
JPMorgan Chase Investment Bank June 2007 - August 2007
Skills
Sales, Mortgage Lending, Marketing, Customer Service, Investments, Finance, Loans, Strategic Planning
Education
Northwestern University 2004 — 2008
Bachelor of Arts, Sociology, Business Institutions & Policies
Marian Central Catholic High School 2001 — 2004
Providence Home Lending December 2012 - Present
Stone Creek Coffee Roasters February 2011 - July 2011
John Ellison Advisory Group July 2010 - January 2011
Robert W. Baird & Co. June 2008 - October 2009
JPMorgan Chase Investment Bank June 2007 - August 2007
Skills
Sales, Mortgage Lending, Marketing, Customer Service, Investments, Finance, Loans, Strategic Planning
Education
Northwestern University 2004 — 2008
Bachelor of Arts, Sociology, Business Institutions & Policies
Marian Central Catholic High School 2001 — 2004
Jeff Clidence's Robert W. Baird & Co. Experience July 2006 - January 2009
Job Executive Vice President, Business Intelligence at Corporate Visions Inc.
Industry Management Consulting
Experience
Corporate Visions Inc. March 2014 - Present
Corporate Visions Inc. March 2011 - February 2014
Hammond Kennedy Whitney & Company, Inc. July 2009 - March 2011
Robert W. Baird & Co. July 2006 - January 2009
Skills
Financial Modeling, Mergers, Due Diligence, Business Strategy, Finance, Valuation, Management, Analysis, Mergers & Acquisitions, Investment Banking, Private Equity, Corporate Finance, Investments
Education
Purdue University - Krannert School of Management 2002 — 2006
BA, Operations Management
Corporate Visions Inc. March 2014 - Present
Corporate Visions Inc. March 2011 - February 2014
Hammond Kennedy Whitney & Company, Inc. July 2009 - March 2011
Robert W. Baird & Co. July 2006 - January 2009
Skills
Financial Modeling, Mergers, Due Diligence, Business Strategy, Finance, Valuation, Management, Analysis, Mergers & Acquisitions, Investment Banking, Private Equity, Corporate Finance, Investments
Education
Purdue University - Krannert School of Management 2002 — 2006
BA, Operations Management
Jake Maliszewski Jake Maliszewski's Robert W. Baird & Co. Experience July 2012 - October 2013
Job Analyst at Ward Group
Industry Insurance
Experience
Ward Group October 2013 - Present
Robert W. Baird & Co. July 2012 - October 2013
Robert W. Baird & Co. January 2012 - July 2012
United Way of Rock River Valley May 2010 - December 2011
Merrill Lynch June 2011 - November 2011
Skills
Entrepreneurship, CRM, Time Management, Leadership, Strategic Planning, Budgets, Customer Service, Marketing Communications, Team Building, Risk Management, Marketing, Analysis, Social Media, Team Leadership, Process Improvement, Finance, Event Management, Forecasting, Financial Modeling, Benchmarking, Financial Analysis, Data Analysis, Insurance
Education
Rockford College 2008 — 2011
B.A., Majors: Economics, Philosophy; Minor: Business Administration
Jefferson High School 2004 — 2008
Ward Group October 2013 - Present
Robert W. Baird & Co. July 2012 - October 2013
Robert W. Baird & Co. January 2012 - July 2012
United Way of Rock River Valley May 2010 - December 2011
Merrill Lynch June 2011 - November 2011
Skills
Entrepreneurship, CRM, Time Management, Leadership, Strategic Planning, Budgets, Customer Service, Marketing Communications, Team Building, Risk Management, Marketing, Analysis, Social Media, Team Leadership, Process Improvement, Finance, Event Management, Forecasting, Financial Modeling, Benchmarking, Financial Analysis, Data Analysis, Insurance
Education
Rockford College 2008 — 2011
B.A., Majors: Economics, Philosophy; Minor: Business Administration
Jefferson High School 2004 — 2008
Ara Berkwits Ara Berkwits's Robert W. Baird & Co. Experience 1997 - 2010
Job Vice President, Corporate Access
Industry Financial Services
Experience
Wedbush Securities August 2014 - Present
Deutsche Bank Securities August 2013 - July 2014
Avondale Partners 2011 - July 2013
Rodman & Renshaw 2010 - 2011
Robert W. Baird & Co. 1997 - 2010
Skills
Outgoing, Self-motivated, Creative, Excellent attitude, Extreme attention to..., Superior Communications..., Skilled at working with..., Experienced at working..., Deadline driven, Highly organized, Personable, Integrity, Hospitality, Human Resources, Deadline Driven, Sales, Advertising, Marketing, Management, Corporate Events, Contract Negotiation, Market Research, Parties, Team Management, Hotels, Negotiation, Project Planning, Capital Markets, Equities, Financial Analysis, Marketing Strategy, Valuation, Financial Modeling, Investments, Portfolio Management
Education
Rochester Institute of Technology 1992 — 1995
Bachelor's degree, Photography/English
The University of Akron 1990 — 1991
Wedbush Securities August 2014 - Present
Deutsche Bank Securities August 2013 - July 2014
Avondale Partners 2011 - July 2013
Rodman & Renshaw 2010 - 2011
Robert W. Baird & Co. 1997 - 2010
Skills
Outgoing, Self-motivated, Creative, Excellent attitude, Extreme attention to..., Superior Communications..., Skilled at working with..., Experienced at working..., Deadline driven, Highly organized, Personable, Integrity, Hospitality, Human Resources, Deadline Driven, Sales, Advertising, Marketing, Management, Corporate Events, Contract Negotiation, Market Research, Parties, Team Management, Hotels, Negotiation, Project Planning, Capital Markets, Equities, Financial Analysis, Marketing Strategy, Valuation, Financial Modeling, Investments, Portfolio Management
Education
Rochester Institute of Technology 1992 — 1995
Bachelor's degree, Photography/English
The University of Akron 1990 — 1991
Heather Bailey's Robert W. Baird & Co. Experience May 2012 - August 2012
Job Financial Analyst at Houghton Mifflin Harcourt
Industry Publishing
Experience
Houghton Mifflin Harcourt October 2014 - Present
Fairwinds Credit Union September 2013 - November 2013
Universal Orlando April 2013 - August 2013
Thomas T. Ross ESQ. June 2011 - December 2012
Robert W. Baird & Co. May 2012 - August 2012
Universal Orlando September 2009 - November 2011
Universal Orlando November 2007 - November 2011
Skills
Financial Reporting, Financial Forecasting, Salesforce.com, SAP BW, Process Improvement, Data Analysis, Leadership, Time Management, Business Planning, MicroStrategy Reporting, Marketing, Project Management, Team Leadership, Business Analysis, Public Speaking, Event Planning, Team Building, Microsoft Office, PowerPoint, Microsoft Excel, Creative Problem Solving, Financial Analysis, Research, Sales, Training, Financial Management, Managerial Finance, Management, Strategic Planning, Hyperion Financial..., Team Management, Strategy, Business Strategy, Negotiation, Teamwork, Market Research, Marketing Strategy, Finance, Budgets
Education
Rollins College - Crummer Graduate School of Business 2013 — 2014
Master of Business Administration (MBA), Business Administration and Management, General, 3.85
Rollins College 2010 — 2012
Bachelor of Arts, International Affairs, 3.65
Houghton Mifflin Harcourt October 2014 - Present
Fairwinds Credit Union September 2013 - November 2013
Universal Orlando April 2013 - August 2013
Thomas T. Ross ESQ. June 2011 - December 2012
Robert W. Baird & Co. May 2012 - August 2012
Universal Orlando September 2009 - November 2011
Universal Orlando November 2007 - November 2011
Skills
Financial Reporting, Financial Forecasting, Salesforce.com, SAP BW, Process Improvement, Data Analysis, Leadership, Time Management, Business Planning, MicroStrategy Reporting, Marketing, Project Management, Team Leadership, Business Analysis, Public Speaking, Event Planning, Team Building, Microsoft Office, PowerPoint, Microsoft Excel, Creative Problem Solving, Financial Analysis, Research, Sales, Training, Financial Management, Managerial Finance, Management, Strategic Planning, Hyperion Financial..., Team Management, Strategy, Business Strategy, Negotiation, Teamwork, Market Research, Marketing Strategy, Finance, Budgets
Education
Rollins College - Crummer Graduate School of Business 2013 — 2014
Master of Business Administration (MBA), Business Administration and Management, General, 3.85
Rollins College 2010 — 2012
Bachelor of Arts, International Affairs, 3.65
Leah Carter Leah Carter's Robert W. Baird & Co. Experience June 1999 - June 2003
Job Special Education Teacher
Industry Consumer Services
Experience
Chicago Public Schools August 2014 - Present
Skokie/Morton Grove District 69 August 2013 - June 2014
North Park University September 2011 - December 2013
PeelMaster Packaging August 2012 - August 2013
Robert W. Baird & Co. June 1999 - June 2003
Skills
Communication, Client Liaison, Personality, Thorough Research, Pay Close Attention to..., Quick Thinker, Fast Learner, Loyal, Trusted, Computer Proficiency, Leadership, Elementary Education, Childcare, Academic Advising, Nonprofits, Event Planning, Special Education, Teaching, Child Development, Classroom, Literacy, Lesson Planning, Classroom Management
Education
North Park University 2011 — 2013
Master of Education (MEd), Elementary Education and Teaching, 4.0 GPA
North Park University 2008 — 2010
Bachelor's degree, Counseling and Social Services
Chicago Public Schools August 2014 - Present
Skokie/Morton Grove District 69 August 2013 - June 2014
North Park University September 2011 - December 2013
PeelMaster Packaging August 2012 - August 2013
Robert W. Baird & Co. June 1999 - June 2003
Skills
Communication, Client Liaison, Personality, Thorough Research, Pay Close Attention to..., Quick Thinker, Fast Learner, Loyal, Trusted, Computer Proficiency, Leadership, Elementary Education, Childcare, Academic Advising, Nonprofits, Event Planning, Special Education, Teaching, Child Development, Classroom, Literacy, Lesson Planning, Classroom Management
Education
North Park University 2011 — 2013
Master of Education (MEd), Elementary Education and Teaching, 4.0 GPA
North Park University 2008 — 2010
Bachelor's degree, Counseling and Social Services
Kelsey Conner Kelsey Conner's Robert W. Baird & Co. Experience March 2013 - Present
Job Marketing Specialist at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. March 2013 - Present
ProfitStars - Jack Henry & Associates June 2011 - March 2013
Jack Henry & Associates January 2008 - June 2011
Lancaster and Trotter May 2005 - October 2007
Customer Service Solutions, Inc. October 2004 - April 2006
Verizon Wireless Amphitheatre April 2005 - September 2005
Skills
Analysis, Salesforce.com, Product Management, Email Marketing, Banking, Social Media Marketing, Electronic Payments, Marketing, Business Development, Strategic Planning, Lead Generation, Product Marketing, Social Media, Sales, Marketing Communications, Direct Marketing, Business Analysis, Marketing Strategy, Leadership, Management, Business Strategy, Public Relations, Training, SEO, Strategy
Education
Queens University of Charlotte 2003 — 2007
Bachelor of Arts in Corporate Communication, Minor in Pre-Law, Business Marketing
Robert W. Baird & Co. March 2013 - Present
ProfitStars - Jack Henry & Associates June 2011 - March 2013
Jack Henry & Associates January 2008 - June 2011
Lancaster and Trotter May 2005 - October 2007
Customer Service Solutions, Inc. October 2004 - April 2006
Verizon Wireless Amphitheatre April 2005 - September 2005
Skills
Analysis, Salesforce.com, Product Management, Email Marketing, Banking, Social Media Marketing, Electronic Payments, Marketing, Business Development, Strategic Planning, Lead Generation, Product Marketing, Social Media, Sales, Marketing Communications, Direct Marketing, Business Analysis, Marketing Strategy, Leadership, Management, Business Strategy, Public Relations, Training, SEO, Strategy
Education
Queens University of Charlotte 2003 — 2007
Bachelor of Arts in Corporate Communication, Minor in Pre-Law, Business Marketing
Timothy Butler Timothy Butler's Robert W. Baird & Co. Experience August 2011 - Present
Job Vice President; Associate Branch Manager at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. August 2011 - Present
Charles Schwab & Co November 1993 - August 2011
Skills
Asset Allocation, Asset Management, Financial Planning, Investment Advisory, Investment Strategies, Investments, Mutual Funds, Portfolio Management, Retirement Planning, Series 7, Wealth Management, Equities, Securities
Education
Missouri State University 1984 — 1991
MBA, Finance / Economics
Robert W. Baird & Co. August 2011 - Present
Charles Schwab & Co November 1993 - August 2011
Skills
Asset Allocation, Asset Management, Financial Planning, Investment Advisory, Investment Strategies, Investments, Mutual Funds, Portfolio Management, Retirement Planning, Series 7, Wealth Management, Equities, Securities
Education
Missouri State University 1984 — 1991
MBA, Finance / Economics
Trasha Schwendener Trasha Schwendener's Robert W. Baird & Co. Experience January 2014 - Present
Job Private Wealth Management Financial Advisor at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. January 2014 - Present
Infovisa February 2003 - January 2014
Infovisa February 2000 - February 2003
Skills
Customer Relations, Account Management, Customer Service, Microsoft Office, Consultative Selling, Customer Satisfaction, Negotiation, Documentation, Excel, Wealth Management, Banking, Investments, Microsoft Excel, Asset Management, Mutual Funds, Financial Analysis, New Business Development, Relationship Management, Retirement Planning, Risk Management, Portfolio Management, Strategic Financial..., Vendor Contracts, Trust Services, Software Documentation, Selling, Financial Services, Sales, Financial Planning
Education
University of North Carolina at Charlotte
Queens University of Charlotte
Robert W. Baird & Co. January 2014 - Present
Infovisa February 2003 - January 2014
Infovisa February 2000 - February 2003
Skills
Customer Relations, Account Management, Customer Service, Microsoft Office, Consultative Selling, Customer Satisfaction, Negotiation, Documentation, Excel, Wealth Management, Banking, Investments, Microsoft Excel, Asset Management, Mutual Funds, Financial Analysis, New Business Development, Relationship Management, Retirement Planning, Risk Management, Portfolio Management, Strategic Financial..., Vendor Contracts, Trust Services, Software Documentation, Selling, Financial Services, Sales, Financial Planning
Education
University of North Carolina at Charlotte
Queens University of Charlotte
Jason Zhao Jason Zhao's Robert W. Baird & Co. Experience August 2012 - August 2013
Job Managing Partner, CGF Capital
Industry Venture Capital & Private Equity
Experience
China Post Life Insurance Co. January 2014 - Present
CGF July 2007 - Present
Beijing Tourism Industry Development Fund June 2012 - Present
Robert W. Baird & Co. August 2012 - August 2013
Spirent Communications July 2006 - July 2007
Spreadtrum June 2004 - July 2006
Motorola October 1998 - June 2004
Marconi Communications August 1998 - October 1999
IKA® Works - A company of the IKA® Group April 1994 - August 1998
SINOPEC June 1988 - September 1991
Skills
Funding, Start-ups, Private Equity, Fundraising, Investments, Hedge Funds, Strategic Planning, Venture Capital, Leadership, Mergers & Acquisitions, Management
Education
The University of Chicago - Booth School of Business 2001 — 2003
Master of Business Administration (MBA), Finance and Financial Management Services
North Carolina Agricultural and Technical State University 1991 — 1994
Master of Science (MS), Mechanical Engineering
Tianjin University 1985 — 1989
Bachelor's degree, Chemical Engineering
Beijing Number Four High School 1982 — 1985
China Post Life Insurance Co. January 2014 - Present
CGF July 2007 - Present
Beijing Tourism Industry Development Fund June 2012 - Present
Robert W. Baird & Co. August 2012 - August 2013
Spirent Communications July 2006 - July 2007
Spreadtrum June 2004 - July 2006
Motorola October 1998 - June 2004
Marconi Communications August 1998 - October 1999
IKA® Works - A company of the IKA® Group April 1994 - August 1998
SINOPEC June 1988 - September 1991
Skills
Funding, Start-ups, Private Equity, Fundraising, Investments, Hedge Funds, Strategic Planning, Venture Capital, Leadership, Mergers & Acquisitions, Management
Education
The University of Chicago - Booth School of Business 2001 — 2003
Master of Business Administration (MBA), Finance and Financial Management Services
North Carolina Agricultural and Technical State University 1991 — 1994
Master of Science (MS), Mechanical Engineering
Tianjin University 1985 — 1989
Bachelor's degree, Chemical Engineering
Beijing Number Four High School 1982 — 1985
Wilson Ren's Robert W. Baird & Co. Experience July 2013 - June 2015
Job Associate at Hammond, Kennedy, Whitney & Co.
Industry Venture Capital & Private Equity
Experience
Hammond, Kennedy, Whitney & Co. July 2015 - Present
Robert W. Baird & Co. July 2013 - June 2015
Robert W. Baird & Co. June 2012 - August 2012
Goldman Sachs January 2012 - March 2012
Foundation for Sustainable Development June 2011 - August 2011
Education
Northwestern University 2009 — 2013
BA, Major in Economics, Minor in Business Institutions
Hammond, Kennedy, Whitney & Co. July 2015 - Present
Robert W. Baird & Co. July 2013 - June 2015
Robert W. Baird & Co. June 2012 - August 2012
Goldman Sachs January 2012 - March 2012
Foundation for Sustainable Development June 2011 - August 2011
Education
Northwestern University 2009 — 2013
BA, Major in Economics, Minor in Business Institutions
Daniel Zhou Daniel Zhou's Robert W. Baird & Co. Experience July 2014 - Present
Job Investment Banking Analyst at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. July 2014 - Present
Barclays Investment Bank June 2013 - August 2013
Thoman Blaige & Company March 2012 - August 2012
Kellogg School of Management January 2012 - April 2012
HSBC August 2011 - September 2011
Skills
MS Office, Mac OS & Windows OS, Adobe Dreamweaver,..., Stata, Mandarin, PowerPoint, Microsoft Excel, Statistics, Economics, Research, Social Media, Chinese, Microsoft Word, Qualitative Research, Spanish, Quantitative Analytics
Education
Northwestern University 2010 — 2014
Li Po Chun United World College of Hong Kong 2008 — 2010
International Baccalaureate
Robert W. Baird & Co. July 2014 - Present
Barclays Investment Bank June 2013 - August 2013
Thoman Blaige & Company March 2012 - August 2012
Kellogg School of Management January 2012 - April 2012
HSBC August 2011 - September 2011
Skills
MS Office, Mac OS & Windows OS, Adobe Dreamweaver,..., Stata, Mandarin, PowerPoint, Microsoft Excel, Statistics, Economics, Research, Social Media, Chinese, Microsoft Word, Qualitative Research, Spanish, Quantitative Analytics
Education
Northwestern University 2010 — 2014
Li Po Chun United World College of Hong Kong 2008 — 2010
International Baccalaureate
Bret Dietz Bret Dietz's Robert W. Baird & Co. Experience July 2015 - Present
Job Equity Research Associate at Robert W. Baird & Co.
Industry Environmental Services
Experience
Robert W. Baird & Co. July 2015 - Present
Robert W. Baird & Co. February 2014 - Present
ENVIRON June 2011 - January 2014
Skills
ArcGIS, AutoCAD, Environmental Awareness, Environmental Compliance, Environmental Consulting, Environmental..., Environmental Science, GIS, Leadership, Microsoft Office, Remediation, Sustainability, Water
Education
Rochester Institute of Technology 2007 — 2012
Bachelor of Science (BS), Civil Engineering Technology/Technician
Robert W. Baird & Co. July 2015 - Present
Robert W. Baird & Co. February 2014 - Present
ENVIRON June 2011 - January 2014
Skills
ArcGIS, AutoCAD, Environmental Awareness, Environmental Compliance, Environmental Consulting, Environmental..., Environmental Science, GIS, Leadership, Microsoft Office, Remediation, Sustainability, Water
Education
Rochester Institute of Technology 2007 — 2012
Bachelor of Science (BS), Civil Engineering Technology/Technician
Jonathan Good Jonathan Good's Robert W. Baird & Co. Experience November 2006 - Present
Job Sr. Research Analyst at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. November 2006 - Present
Gartmore July 2005 - July 2006
William Blair & Company April 2000 - June 2005
Skills
Equity Research, Financial Modeling, Valuation, Equities, Bloomberg, Investments, Capital Markets, Equity Valuation, Portfolio Management, Hedge Funds, Alternative Investments, Financial Analysis, Series 7
Education
Northwestern University - Kellogg School of Management 2003 — 2005
Master of Business Administration (MBA), Finance
University of Pennsylvania 1993 — 1997
Bachelor of Applied Science (B.A.Sc.), Biomedical Sciences, General
Robert W. Baird & Co. November 2006 - Present
Gartmore July 2005 - July 2006
William Blair & Company April 2000 - June 2005
Skills
Equity Research, Financial Modeling, Valuation, Equities, Bloomberg, Investments, Capital Markets, Equity Valuation, Portfolio Management, Hedge Funds, Alternative Investments, Financial Analysis, Series 7
Education
Northwestern University - Kellogg School of Management 2003 — 2005
Master of Business Administration (MBA), Finance
University of Pennsylvania 1993 — 1997
Bachelor of Applied Science (B.A.Sc.), Biomedical Sciences, General
Barbara Bay's Robert W. Baird & Co. Experience 1997 - 1999
Job Release of Information Specialist at HealthPort Technologies
Industry Hospital & Health Care
Experience
HealthPort Technologies August 2014 - Present
Massage Envy October 2011 - August 2014
Shorewest Realtors October 2006 - July 2011
Ziegler July 2004 - August 2006
Northwestern Mutual Investment Services January 2001 - July 2004
Network Planning Advisors August 2000 - July 2004
Northwestern Mutual February 1999 - August 2000
Robert W. Baird & Co. 1997 - 1999
Skills
Microsoft Office, Medical Terminology, Customer Service, Customer Satisfaction, Microsoft Office 2007, Legal Compliance, Medical Records, Marketing, Sales, CRM, New Business Development, Sales Management, Public Speaking, Organizational..., Contract Negotiation, Human Resources, Marketing Strategy, Negotiation, Outlook, Advertising, Organization, Regulatory Requirements, Drafting Policies, Team Building, Training, Management, Healthcare
Education
Waukesha County Technical College 2011 — 2016
Associate's Degree, Health Information/Medical Records Technology/Technician, 4.0
University of Wisconsin-Milwaukee - School of Business Administration 1987 — 1989
MBA, Business
Ripon College 1983 — 1987
BA, Economics, English
HealthPort Technologies August 2014 - Present
Massage Envy October 2011 - August 2014
Shorewest Realtors October 2006 - July 2011
Ziegler July 2004 - August 2006
Northwestern Mutual Investment Services January 2001 - July 2004
Network Planning Advisors August 2000 - July 2004
Northwestern Mutual February 1999 - August 2000
Robert W. Baird & Co. 1997 - 1999
Skills
Microsoft Office, Medical Terminology, Customer Service, Customer Satisfaction, Microsoft Office 2007, Legal Compliance, Medical Records, Marketing, Sales, CRM, New Business Development, Sales Management, Public Speaking, Organizational..., Contract Negotiation, Human Resources, Marketing Strategy, Negotiation, Outlook, Advertising, Organization, Regulatory Requirements, Drafting Policies, Team Building, Training, Management, Healthcare
Education
Waukesha County Technical College 2011 — 2016
Associate's Degree, Health Information/Medical Records Technology/Technician, 4.0
University of Wisconsin-Milwaukee - School of Business Administration 1987 — 1989
MBA, Business
Ripon College 1983 — 1987
BA, Economics, English
France Livadas France Livadas's Robert W. Baird & Co. Experience March 1999 - November 2000
Job Primary/Secondary Education Professional
Industry Primary/Secondary Education
Experience
Tucker Elementary School September 2006 - June 2007
Holliston High School September 2005 - June 2006
Archbishop Williams High School September 2003 - July 2005
Thurgood Marshall Middle School September 2001 - July 2002
Robert W. Baird & Co. March 1999 - November 2000
Fidelity Investments May 1997 - August 1998
Fidelity Investments November 1996 - March 1997
Skills
Teaching
Education
School of Modern Greek fro Foreigners, Athens University 2008 — 2010
Certificate of Intermediate Modern Greek
Northeastern University 1994 — 1995
Master of Arts (MA), Development Economics and International Development
Institut Supèrieur d'Interprétation et Traduction 1989 — 1993
Translator Degree, English and Spanish
Tucker Elementary School September 2006 - June 2007
Holliston High School September 2005 - June 2006
Archbishop Williams High School September 2003 - July 2005
Thurgood Marshall Middle School September 2001 - July 2002
Robert W. Baird & Co. March 1999 - November 2000
Fidelity Investments May 1997 - August 1998
Fidelity Investments November 1996 - March 1997
Skills
Teaching
Education
School of Modern Greek fro Foreigners, Athens University 2008 — 2010
Certificate of Intermediate Modern Greek
Northeastern University 1994 — 1995
Master of Arts (MA), Development Economics and International Development
Institut Supèrieur d'Interprétation et Traduction 1989 — 1993
Translator Degree, English and Spanish
Lindsey A. Graham Lindsey A. Graham's Robert W. Baird & Co. Experience July 2011 - January 2012
Job Marketing Associate
Industry Marketing and Advertising
Experience
Hartman Executive Advisors February 2014 - May 2015
Hartman Executive Advisors October 2013 - May 2015
Susquehanna Bank September 2012 - September 2013
Robert W. Baird & Co. July 2011 - January 2012
Towson University - Student Computing Services (Multimedia Studio) January 2010 - September 2010
Towson University - Student Computing Services July 2009 - September 2010
Skills
OS X, Marketing, Microsoft Office, Adobe Creative Suite, Problem Solving, Organizing, Client Development, Instructing, Project Coordination, Client Communications, Events Organisation, Strategic Planning, Financial Planning, Insurance, Mac OS X, Windows, Computer Hardware..., Computer Repair, Fine Art, Digital Media, Microsoft CRM, Learning Quickly, Collaboration, Highly detail oriented, Multi Tasking, Articulate Communicator, Analytical Skills, Data Collection, Documentation Practices, Records Management, Task Management, Customer Service, Presentations, Quality Assurance, OpenAir, User Experience Design
Education
Towson University 2008 — 2010
BS, Political Science
Stevenson University 2007 — 2008
Visual Communications
Universidad Veritas 2007 — 2007
Spanish Language Study Abroad
Rochester Institute of Technology 2004 — 2006
New Media Design and Imaging
Carver Center for Arts and Technology 2000 — 2004
HS Diploma, Visual Arts
Hartman Executive Advisors February 2014 - May 2015
Hartman Executive Advisors October 2013 - May 2015
Susquehanna Bank September 2012 - September 2013
Robert W. Baird & Co. July 2011 - January 2012
Towson University - Student Computing Services (Multimedia Studio) January 2010 - September 2010
Towson University - Student Computing Services July 2009 - September 2010
Skills
OS X, Marketing, Microsoft Office, Adobe Creative Suite, Problem Solving, Organizing, Client Development, Instructing, Project Coordination, Client Communications, Events Organisation, Strategic Planning, Financial Planning, Insurance, Mac OS X, Windows, Computer Hardware..., Computer Repair, Fine Art, Digital Media, Microsoft CRM, Learning Quickly, Collaboration, Highly detail oriented, Multi Tasking, Articulate Communicator, Analytical Skills, Data Collection, Documentation Practices, Records Management, Task Management, Customer Service, Presentations, Quality Assurance, OpenAir, User Experience Design
Education
Towson University 2008 — 2010
BS, Political Science
Stevenson University 2007 — 2008
Visual Communications
Universidad Veritas 2007 — 2007
Spanish Language Study Abroad
Rochester Institute of Technology 2004 — 2006
New Media Design and Imaging
Carver Center for Arts and Technology 2000 — 2004
HS Diploma, Visual Arts
Alex Harmon's Robert W. Baird & Co. Experience May 2008 - August 2008
Job Advisory Services at Deloitte
Industry Management Consulting
Experience
Booz Allen Hamilton January 2013 - April 2014
Freddie Mac February 2012 - January 2013
Freddie Mac June 2010 - February 2012
Goldman Sachs June 2009 - August 2009
Robert W. Baird & Co. May 2008 - August 2008
Skills
Financial Analysis, Capital Markets, Investments, Finance, Access, Cash Flow, Analysis, Financial Modeling, Variance Analysis, Microsoft Excel, Bloomberg, Financial Reporting, Corporate Finance, Business Process..., Process Improvement, Securities, PeopleSoft, Risk Management, Treasury, Internal Controls, Management, Financial Risk
Education
Purdue University - Krannert School of Management 2006 — 2010
Bachelor of Science, Accounting & Business Management
Booz Allen Hamilton January 2013 - April 2014
Freddie Mac February 2012 - January 2013
Freddie Mac June 2010 - February 2012
Goldman Sachs June 2009 - August 2009
Robert W. Baird & Co. May 2008 - August 2008
Skills
Financial Analysis, Capital Markets, Investments, Finance, Access, Cash Flow, Analysis, Financial Modeling, Variance Analysis, Microsoft Excel, Bloomberg, Financial Reporting, Corporate Finance, Business Process..., Process Improvement, Securities, PeopleSoft, Risk Management, Treasury, Internal Controls, Management, Financial Risk
Education
Purdue University - Krannert School of Management 2006 — 2010
Bachelor of Science, Accounting & Business Management
William Welsh William Welsh's Robert W. Baird & Co. Experience July 2010 - September 2013
Job Managing Director at Deutsche Bank Asset and Wealth Management
Industry Financial Services
Experience
Deutsche Bank Asset and Wealth Management September 2013 - August 2014
Robert W. Baird & Co. July 2010 - September 2013
Wells Fargo Private Bank August 2007 - July 2010
Bear Stearns January 2005 - September 2006
Lehman Brothers December 1985 - January 2005
Skills
Wealth Management, Series 7, Investment Banking, Financial Advisory, Equities, Equity Research, Trading, Alternative Investments, Capital Markets, Asset Allocation, Asset Management, Fixed Income, Investment Advisory, Hedge Funds, Wealth Management..., Securities, Series 63, Mutual Funds, Investments, Portfolio Management
Education
Saint Louis University 1978 — 1982
BA, Psychology
St. Paul's School 1974 — 1978
High School Diploma
School of the Holy Child-Old Westbury 1968 — 1973
Deutsche Bank Asset and Wealth Management September 2013 - August 2014
Robert W. Baird & Co. July 2010 - September 2013
Wells Fargo Private Bank August 2007 - July 2010
Bear Stearns January 2005 - September 2006
Lehman Brothers December 1985 - January 2005
Skills
Wealth Management, Series 7, Investment Banking, Financial Advisory, Equities, Equity Research, Trading, Alternative Investments, Capital Markets, Asset Allocation, Asset Management, Fixed Income, Investment Advisory, Hedge Funds, Wealth Management..., Securities, Series 63, Mutual Funds, Investments, Portfolio Management
Education
Saint Louis University 1978 — 1982
BA, Psychology
St. Paul's School 1974 — 1978
High School Diploma
School of the Holy Child-Old Westbury 1968 — 1973
David Poitras David Poitras's Robert W. Baird & Co. Experience 2006 - Present
Job Director at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. 2006 - Present
Wayne Hummer Investments 2002 - 2006
Wayne Hummer Investments 1990 - 2002
Wayne Hummer Investments 1987 - 2002
Education
Northern Illinois University 1981 — 1985
Bachelor of Science (BS), Finance
St. Francis High School
Robert W. Baird & Co. 2006 - Present
Wayne Hummer Investments 2002 - 2006
Wayne Hummer Investments 1990 - 2002
Wayne Hummer Investments 1987 - 2002
Education
Northern Illinois University 1981 — 1985
Bachelor of Science (BS), Finance
St. Francis High School
Craig Replogle Craig Replogle's Robert W. Baird & Co. Experience September 2011 - Present
Job Financial Advisor
Industry Financial Services
Experience
Robert W. Baird & Co. September 2011 - Present
USA Swimming 2014 - 2014
Edward Jones September 2006 - September 2011
Neurocrine Biosciences August 2005 - August 2006
Odyssey Pharmaceuticals August 2002 - August 2005
BOC Gases Nig. Plc September 2000 - August 2002
US Navy September 1992 - August 2000
Skills
Microsoft Office, Excel, Customer Service, Word, Customer Relations, Wealth Management, Investments, Retirement Planning, Retirement, Investment Strategies, Insurance, Financial Analysis
Education
Leadership Hendricks County 2011 — 2011
National University 1999 — 2000
Master's degree, Business Administration and Management, General
University of Evansville 1988 — 1992
Bachelor of Science (BS), Business and Communications
East Central High School
Robert W. Baird & Co. September 2011 - Present
USA Swimming 2014 - 2014
Edward Jones September 2006 - September 2011
Neurocrine Biosciences August 2005 - August 2006
Odyssey Pharmaceuticals August 2002 - August 2005
BOC Gases Nig. Plc September 2000 - August 2002
US Navy September 1992 - August 2000
Skills
Microsoft Office, Excel, Customer Service, Word, Customer Relations, Wealth Management, Investments, Retirement Planning, Retirement, Investment Strategies, Insurance, Financial Analysis
Education
Leadership Hendricks County 2011 — 2011
National University 1999 — 2000
Master's degree, Business Administration and Management, General
University of Evansville 1988 — 1992
Bachelor of Science (BS), Business and Communications
East Central High School
Robert Harrod Robert Harrod's Robert W. Baird & Co. Experience January 2004 - June 2006
Job Corporate Development, Strategy and Finance Executive
Industry Consumer Goods
Experience
Consulting and Advisory Services 2013 - Present
Fortune Brands Home & Security May 2011 - April 2013
GE Healthcare February 2010 - October 2010
GE Capital June 2006 - February 2010
Robert W. Baird & Co. January 2004 - June 2006
Vector Securities International / Prudential Securities August 1996 - December 2003
Farley Industries, Inc. July 1993 - June 1995
Credit Suisse First Boston August 1991 - July 1993
Skills
Mergers, Corporate Development, Business Development, Strategy, Investment Banking, Mergers & Acquisitions, Leadership, Business Strategy, Entrepreneurship, Venture Capital, Business Planning, Product Development, Valuation, Acquisition Integration, Strategic Partnerships, Competitive Analysis, Contract Negotiation, New Business Development, Healthcare, Cross-functional Team...
Education
Northwestern University - Kellogg School of Management 1995 — 1996
MBA, Finance
University of Virginia - McIntire School of Commerce 1986 — 1991
Bachelor of Science, Commerce
Crystal Lake South High School
Consulting and Advisory Services 2013 - Present
Fortune Brands Home & Security May 2011 - April 2013
GE Healthcare February 2010 - October 2010
GE Capital June 2006 - February 2010
Robert W. Baird & Co. January 2004 - June 2006
Vector Securities International / Prudential Securities August 1996 - December 2003
Farley Industries, Inc. July 1993 - June 1995
Credit Suisse First Boston August 1991 - July 1993
Skills
Mergers, Corporate Development, Business Development, Strategy, Investment Banking, Mergers & Acquisitions, Leadership, Business Strategy, Entrepreneurship, Venture Capital, Business Planning, Product Development, Valuation, Acquisition Integration, Strategic Partnerships, Competitive Analysis, Contract Negotiation, New Business Development, Healthcare, Cross-functional Team...
Education
Northwestern University - Kellogg School of Management 1995 — 1996
MBA, Finance
University of Virginia - McIntire School of Commerce 1986 — 1991
Bachelor of Science, Commerce
Crystal Lake South High School
Damion Miller Damion Miller's Robert W. Baird & Co. Experience 2013 - Present
Job Server Engineer at Robert W. Baird & Co.
Industry Banking
Experience
Robert W. Baird & Co. 2013 - Present
Robert W. Baird & Co. April 2012 - Present
NorStates Bank March 2006 - April 2012
Hospira May 2005 - December 2005
Robert Morris College December 2003 - February 2004
Skills
Active Directory, VMware, Windows Server 2008, WSUS, Norton Ghost
Education
Robert Morris College 2003 — 2006
BS, Computer Studies
Robert W. Baird & Co. 2013 - Present
Robert W. Baird & Co. April 2012 - Present
NorStates Bank March 2006 - April 2012
Hospira May 2005 - December 2005
Robert Morris College December 2003 - February 2004
Skills
Active Directory, VMware, Windows Server 2008, WSUS, Norton Ghost
Education
Robert Morris College 2003 — 2006
BS, Computer Studies
Jason Velkavrh Jason Velkavrh's Robert W. Baird & Co. Experience July 2014 - Present
Job Senior Equity Research Associate at Robert W. Baird & Co.
Industry Investment Management
Experience
Robert W. Baird & Co. July 2014 - Present
UBS Global Asset Management June 2013 - August 2013
Marakon September 2007 - June 2012
PepsiCo - Quaker, Tropicana, Gatorade June 2006 - September 2006
GE Healthcare June 2005 - September 2005
Skills
Due Diligence, Financial Services, Microsoft Excel, Retail, Financial Modeling, Product Development, Business Strategy, Strategic Planning, Corporate Development, Strategy, Competitive Analysis, Market Analysis, Analysis, Valuation, Management Consulting, Financial Analysis
Education
The University of Chicago - Booth School of Business 2012 — 2014
Master of Business Administration (MBA), Analytic Finance, Accounting
Northwestern University 2003 — 2007
B.S. (cum laude), Industrial Engineering and Management Sciences, Economics
Robert W. Baird & Co. July 2014 - Present
UBS Global Asset Management June 2013 - August 2013
Marakon September 2007 - June 2012
PepsiCo - Quaker, Tropicana, Gatorade June 2006 - September 2006
GE Healthcare June 2005 - September 2005
Skills
Due Diligence, Financial Services, Microsoft Excel, Retail, Financial Modeling, Product Development, Business Strategy, Strategic Planning, Corporate Development, Strategy, Competitive Analysis, Market Analysis, Analysis, Valuation, Management Consulting, Financial Analysis
Education
The University of Chicago - Booth School of Business 2012 — 2014
Master of Business Administration (MBA), Analytic Finance, Accounting
Northwestern University 2003 — 2007
B.S. (cum laude), Industrial Engineering and Management Sciences, Economics
Justine Dong's Robert W. Baird & Co. Experience May 2010 - March 2012
Job Implementation Manager at accesso Technology Group plc
Industry Information Technology and Services
Experience
accesso February 2015 - Present
accesso May 2014 - February 2015
accesso December 2013 - May 2014
accesso, llc March 2012 - December 2013
Robert W. Baird & Co. May 2010 - March 2012
Give Kids The World October 2004 - May 2010
Echo Interaction Group September 2009 - December 2009
InBusiness, Incorporated September 2009 - November 2009
Rollins College Residential Life August 2008 - May 2009
Hearst Corporation May 2008 - August 2008
Skills
Marketing, E-commerce, Online Advertising, Marketing Strategy
Education
Rollins College - Crummer Graduate School of Business 2008 — 2010
MBA, Finance & Technology and Operations Management
Rollins College 2005 — 2009
B.A., International Business
accesso February 2015 - Present
accesso May 2014 - February 2015
accesso December 2013 - May 2014
accesso, llc March 2012 - December 2013
Robert W. Baird & Co. May 2010 - March 2012
Give Kids The World October 2004 - May 2010
Echo Interaction Group September 2009 - December 2009
InBusiness, Incorporated September 2009 - November 2009
Rollins College Residential Life August 2008 - May 2009
Hearst Corporation May 2008 - August 2008
Skills
Marketing, E-commerce, Online Advertising, Marketing Strategy
Education
Rollins College - Crummer Graduate School of Business 2008 — 2010
MBA, Finance & Technology and Operations Management
Rollins College 2005 — 2009
B.A., International Business
Rebecca Klahn Rebecca Klahn's Robert W. Baird & Co. Experience December 2009 - Present
Job Regional Director Assistant at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. December 2009 - Present
Morgan Stanley Smith Barney January 2009 - December 2009
Citi Group Global Markets April 2008 - January 2009
Citti Global Markets December 2005 - April 2008
Legg Mason Wood Walker April 2002 - December 2005
Skills
Series 7, Wealth Management, Investments, Mutual Funds, Series 9, Series 10, Managed Futures, Series 66
Education
Radford University 1991 — 1995
Bachelor of Science (BS), Broadcast Journalism & Psychology
Castlewood High
Robert W. Baird & Co. December 2009 - Present
Morgan Stanley Smith Barney January 2009 - December 2009
Citi Group Global Markets April 2008 - January 2009
Citti Global Markets December 2005 - April 2008
Legg Mason Wood Walker April 2002 - December 2005
Skills
Series 7, Wealth Management, Investments, Mutual Funds, Series 9, Series 10, Managed Futures, Series 66
Education
Radford University 1991 — 1995
Bachelor of Science (BS), Broadcast Journalism & Psychology
Castlewood High
Jason Ball, CFA Jason Ball, CFA's Robert W. Baird & Co. Experience December 2013 - Present
Job Equity Research at Robert W. Baird & Co.
Industry Capital Markets
Experience
Robert W. Baird & Co. December 2013 - Present
Skills
Derivatives, Hedging, Valuation, Options, Hedge Accounting, Interest Rate Risk..., FAS 133, Capital Markets, Financial Modeling, FX Options, FX Hedging, FAS 52, Chartered Financial..., FX Derivatives, FX Sales, Risk Management, Market Risk, Fixed Income, Financial Risk, Financial Markets, Trading, Investments, Portfolio Management, Equities
Education
The University of Chicago - Booth School of Business 2012 — 2014
Master of Business Administration (MBA), Economics, Finance
Monash University 2001 — 2005
Bachelor's Degree, Banking and Finance
Robert W. Baird & Co. December 2013 - Present
Skills
Derivatives, Hedging, Valuation, Options, Hedge Accounting, Interest Rate Risk..., FAS 133, Capital Markets, Financial Modeling, FX Options, FX Hedging, FAS 52, Chartered Financial..., FX Derivatives, FX Sales, Risk Management, Market Risk, Fixed Income, Financial Risk, Financial Markets, Trading, Investments, Portfolio Management, Equities
Education
The University of Chicago - Booth School of Business 2012 — 2014
Master of Business Administration (MBA), Economics, Finance
Monash University 2001 — 2005
Bachelor's Degree, Banking and Finance
Aaren George Aaren George's Robert W. Baird & Co. Experience January 2014 - Present
Job Client Assistant at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. January 2014 - Present
Pine Castle United Methodist Church August 2014 - Present
Dulgar and Associates June 2013 - November 2013
Robert W. Baird & Co. April 2012 - August 2012
Skills
Technical Support, Graphic Design, Data Entry, Microsoft Excel, CSS, IC3, CPMCAS, Web Development, HTML, Computer Hardware, Computer Repair, Web Design, Mobile Web Design, QuickBooks, PowerPoint, Microsoft Word, OS X, Market Research, Windows 7, Microsoft Office
Education
Rollins College 2014 — 2016
Bachelor of Business Administration (B.B.A.)
Valencia Community College 2013 — 2013
Associate of Arts (A.A.)
Tallahassee Community College 2010 — 2012
Robert W. Baird & Co. January 2014 - Present
Pine Castle United Methodist Church August 2014 - Present
Dulgar and Associates June 2013 - November 2013
Robert W. Baird & Co. April 2012 - August 2012
Skills
Technical Support, Graphic Design, Data Entry, Microsoft Excel, CSS, IC3, CPMCAS, Web Development, HTML, Computer Hardware, Computer Repair, Web Design, Mobile Web Design, QuickBooks, PowerPoint, Microsoft Word, OS X, Market Research, Windows 7, Microsoft Office
Education
Rollins College 2014 — 2016
Bachelor of Business Administration (B.B.A.)
Valencia Community College 2013 — 2013
Associate of Arts (A.A.)
Tallahassee Community College 2010 — 2012
David W. Frank David W. Frank's Robert W. Baird & Co. Experience February 2003 - February 2007
Job Director, Strategy at Stamps.com
Industry Financial Services
Experience
Stamps.com October 2012 - Present
Young Innovations (NASDAQ: YDNT) October 2007 - July 2009
Robert W. Baird & Co. February 2003 - February 2007
TransUnion 2007 - 2007
Vector Securities (Healthcare Boutique) 1999 - 2003
Skills
Financial Modeling, M&A experience, Business Valuation, Corporate Governance, Investor Relations, Capital Markets, Equity Valuation, PowerPoint, Word, Excel
Education
Northwestern University - Kellogg School of Management 2005 — 2006
MBA
University of Wisconsin-Madison 1994 — 1999
Bachelor
Stamps.com October 2012 - Present
Young Innovations (NASDAQ: YDNT) October 2007 - July 2009
Robert W. Baird & Co. February 2003 - February 2007
TransUnion 2007 - 2007
Vector Securities (Healthcare Boutique) 1999 - 2003
Skills
Financial Modeling, M&A experience, Business Valuation, Corporate Governance, Investor Relations, Capital Markets, Equity Valuation, PowerPoint, Word, Excel
Education
Northwestern University - Kellogg School of Management 2005 — 2006
MBA
University of Wisconsin-Madison 1994 — 1999
Bachelor
Audrey Warner's Robert W. Baird & Co. Experience August 2002 - December 2014
Job Director at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird January 2015 - Present
Robert W. Baird & Co. August 2002 - December 2014
Andersen 1996 - 2002
Skills
Financial Services
Education
Oakland University 1976 — 1979
BS, Management
Robert W. Baird January 2015 - Present
Robert W. Baird & Co. August 2002 - December 2014
Andersen 1996 - 2002
Skills
Financial Services
Education
Oakland University 1976 — 1979
BS, Management
Sara Drapp Sara Drapp's Robert W. Baird & Co. Experience November 2006 - June 2011
Job Associate Event Coordinator at Tailored Engagements
Industry Events Services
Experience
Tailored Engagements June 2013 - Present
The Leukemia & Lymphoma Society January 2012 - June 2013
R J Nolan & Associates, Inc. August 2011 - January 2012
Robert W. Baird & Co. November 2006 - June 2011
Wisconsin Hospitality Group, Inc. June 2006 - August 2006
University of Wisconsin-Milwaukee – Center for International Education June 2005 - August 2005
Skills
Event Management, Digital Marketing, Social Media Marketing, Logistics Management, Committees, Graphic Design, Databases, Adobe Creative Suite, Microsoft Office, Team-oriented, Marketing Communications, Volunteer Management, Social Media
Education
UW-Milwaukee 2002 — 2006
Bachelor of Science, Journalism & Mass Communications
Peking University 2005 — 2005
Feng Shui
New Berlin West 1999 — 2002
Tailored Engagements June 2013 - Present
The Leukemia & Lymphoma Society January 2012 - June 2013
R J Nolan & Associates, Inc. August 2011 - January 2012
Robert W. Baird & Co. November 2006 - June 2011
Wisconsin Hospitality Group, Inc. June 2006 - August 2006
University of Wisconsin-Milwaukee – Center for International Education June 2005 - August 2005
Skills
Event Management, Digital Marketing, Social Media Marketing, Logistics Management, Committees, Graphic Design, Databases, Adobe Creative Suite, Microsoft Office, Team-oriented, Marketing Communications, Volunteer Management, Social Media
Education
UW-Milwaukee 2002 — 2006
Bachelor of Science, Journalism & Mass Communications
Peking University 2005 — 2005
Feng Shui
New Berlin West 1999 — 2002
Carly Aguilar's Robert W. Baird & Co. Experience May 2011 - May 2012
Job Office Manager at Cielo Law PLLC
Industry Financial Services
Experience
Cielo Law PLLC April 2013 - Present
Robert W. Baird & Co. May 2011 - May 2012
Crummer Graduate School of Business March 2011 - August 2011
Martin County School District June 2010 - July 2010
Rollins College Office of Career Services August 2007 - May 2010
The Golf Channel January 2009 - April 2009
Skills
Research, Marketing, PowerPoint, Microsoft Excel, Spanish, Strategic Planning, Market Research, Statistics, Outlook, Public Speaking, Sales, Financial Analysis, Microsoft Office, Finance, Data Analysis, Leadership
Education
Rollins College - Crummer Graduate School of Business 2010 — 2012
MBA, Finance and Management
Rollins College 2007 — 2011
BA, International Business Major and Spanish Minor
Cielo Law PLLC April 2013 - Present
Robert W. Baird & Co. May 2011 - May 2012
Crummer Graduate School of Business March 2011 - August 2011
Martin County School District June 2010 - July 2010
Rollins College Office of Career Services August 2007 - May 2010
The Golf Channel January 2009 - April 2009
Skills
Research, Marketing, PowerPoint, Microsoft Excel, Spanish, Strategic Planning, Market Research, Statistics, Outlook, Public Speaking, Sales, Financial Analysis, Microsoft Office, Finance, Data Analysis, Leadership
Education
Rollins College - Crummer Graduate School of Business 2010 — 2012
MBA, Finance and Management
Rollins College 2007 — 2011
BA, International Business Major and Spanish Minor
Lisa Kollmeyer Lisa Kollmeyer's Robert W. Baird & Co. Experience April 2000 - October 2005
Job Securities Paralegal
Industry Financial Services
Experience
Northwestern Mutual October 2005 - September 2012
Robert W. Baird & Co. April 2000 - October 2005
Strong Funds April 1995 - April 2000
Godfrey & Kahn, S.C. February 1992 - April 1995
Skills
Mutual Funds, Wealth Management, Compliance, Securities, Investment Advisory, FINRA, Insurance, AML, Analysis, Corporate Governance, Fixed Income, Financial Services, Investments, Fixed Annuities, Asset Management, Mergers & Acquisitions
Education
Roosevelt University 1991 — 1991
Certificate of Graduation, Lawyer's Assistant Program
University of Wisconsin-Oshkosh 1985 — 1989
BS, Criminal Justice
Northwestern Mutual October 2005 - September 2012
Robert W. Baird & Co. April 2000 - October 2005
Strong Funds April 1995 - April 2000
Godfrey & Kahn, S.C. February 1992 - April 1995
Skills
Mutual Funds, Wealth Management, Compliance, Securities, Investment Advisory, FINRA, Insurance, AML, Analysis, Corporate Governance, Fixed Income, Financial Services, Investments, Fixed Annuities, Asset Management, Mergers & Acquisitions
Education
Roosevelt University 1991 — 1991
Certificate of Graduation, Lawyer's Assistant Program
University of Wisconsin-Oshkosh 1985 — 1989
BS, Criminal Justice
Douglas Frigon Douglas Frigon's Robert W. Baird & Co. Experience July 2011 - Present
Job Director at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. July 2011 - Present
Stone & Youngberg September 2004 - July 2011
Braveheart Capital Management October 2000 - September 2004
Bank of America February 1995 - April 1999
Charles Schwab May 1993 - February 1995
LPL December 1989 - May 1993
Skills
ABS, Trading, Hedge Funds, Financial Structuring, Portfolio Management, Investments, Derivatives, Capital Markets, Equities, Asset Allocation, Fixed Income, Securities, Investment Advisory, Investment Strategies
Education
Penn State University 1987 — 1989
MBA, Finance
The University of Kansas 1980 — 1986
BFA, Industrial Design
Robert W. Baird & Co. July 2011 - Present
Stone & Youngberg September 2004 - July 2011
Braveheart Capital Management October 2000 - September 2004
Bank of America February 1995 - April 1999
Charles Schwab May 1993 - February 1995
LPL December 1989 - May 1993
Skills
ABS, Trading, Hedge Funds, Financial Structuring, Portfolio Management, Investments, Derivatives, Capital Markets, Equities, Asset Allocation, Fixed Income, Securities, Investment Advisory, Investment Strategies
Education
Penn State University 1987 — 1989
MBA, Finance
The University of Kansas 1980 — 1986
BFA, Industrial Design
Angela Krause Lane, CFP® Angela Krause Lane, CFP®'s Robert W. Baird & Co. Experience May 2004 - Present
Job Financial Advisor
Industry Financial Services
Experience
Robert W. Baird & Co. May 2004 - Present
Strong Investments March 2000 - May 2004
Skills
Series 7, Investments, Mutual Funds, Wealth Management, Retirement Planning, Series 63, Financial Services, Financial Planning, Customer Service, Portfolio Management
Education
Mount Mary University
Robert W. Baird & Co. May 2004 - Present
Strong Investments March 2000 - May 2004
Skills
Series 7, Investments, Mutual Funds, Wealth Management, Retirement Planning, Series 63, Financial Services, Financial Planning, Customer Service, Portfolio Management
Education
Mount Mary University
Chad E. Henry, AAMS®, CFP® Chad E. Henry, AAMS®, CFP®'s Robert W. Baird & Co. Experience November 2008 - May 2011
Job Senior Vice President & Financial Wealth Consultant with Upstream Investment Partners, LLC
Industry Financial Services
Experience
Upstream Investment Partners, LLC June 2011 - Present
Robert W. Baird & Co. November 2008 - May 2011
H&R Block Financial Advisors August 2005 - November 2008
Edward Jones June 2002 - August 2005
Education
Western Illinois University 1994 — 1997
Bachelor of Science, LEJA & Business
Rock Valley College 1992 — 1994
Associate of Science, Criminal Justice
Upstream Investment Partners, LLC June 2011 - Present
Robert W. Baird & Co. November 2008 - May 2011
H&R Block Financial Advisors August 2005 - November 2008
Edward Jones June 2002 - August 2005
Education
Western Illinois University 1994 — 1997
Bachelor of Science, LEJA & Business
Rock Valley College 1992 — 1994
Associate of Science, Criminal Justice
Amy Levenson Close Amy Levenson Close's Robert W. Baird & Co. Experience January 2004 - January 2006
Job Pursuing a new HR Manager/Recruiter/ OR Career Coach Position
Industry Human Resources
Experience
Urban Ecology Center January 2013 - Present
Caregiver for Mother January 2011 - May 2013
Drake Beam & Morin (DBM) January 2009 - December 2010
Johnson Controls July 2006 - July 2008
Robert W. Baird & Co. January 2004 - January 2006
Elmbrook School District August 2003 - October 2004
MillerCoors May 1997 - July 2003
Johnson & Johnson May 1995 - May 1997
General Electric October 1988 - April 1995
People Express Airlines 1983 - 1987
Skills
Presentation Skills, Assessment Skills, Public Speaking, Business Acumen, Technical Recruiting, Applicant Tracking..., Taleo, Restrac, Webhire, Staffing Metrics, Full-life Cycle..., High-volume Recruiting, Talent Pipelining, Strategic Recruitment..., Diversity Recruiting, Behavioral Interviewing, Foreign National Hiring, AIRS trained, College & Intern..., Internet Recruiting, Staffing Process Mapping, Human Resources, HRIS, HR Metrics, Compensation & Benefits..., Career Coaching, Transition/Outplacement..., Facilitate Career..., Human Resources..., Employee Relations, Training, Organization Development, Compensation, Employee Benefits, Leadership Development, New Employee Engagement, Policy Development, Succession Planning, Evaluative Assessment..., 360 Degree Assessment, Manager & the Law..., Manpower Planning, New Manager Assimilation, Employee Surveys, Deferred Compensation, Organizational..., Personnel Management, Recruiting, Employee Engagement, Career Development
Education
Penn State University
B.A, Speech Communications
Rutgers, The State University of New Jersey-New Brunswick
Master Courses in Human Resources
The University of Manchester
Study Abroad Program, Study of British Mass Communications
Urban Ecology Center January 2013 - Present
Caregiver for Mother January 2011 - May 2013
Drake Beam & Morin (DBM) January 2009 - December 2010
Johnson Controls July 2006 - July 2008
Robert W. Baird & Co. January 2004 - January 2006
Elmbrook School District August 2003 - October 2004
MillerCoors May 1997 - July 2003
Johnson & Johnson May 1995 - May 1997
General Electric October 1988 - April 1995
People Express Airlines 1983 - 1987
Skills
Presentation Skills, Assessment Skills, Public Speaking, Business Acumen, Technical Recruiting, Applicant Tracking..., Taleo, Restrac, Webhire, Staffing Metrics, Full-life Cycle..., High-volume Recruiting, Talent Pipelining, Strategic Recruitment..., Diversity Recruiting, Behavioral Interviewing, Foreign National Hiring, AIRS trained, College & Intern..., Internet Recruiting, Staffing Process Mapping, Human Resources, HRIS, HR Metrics, Compensation & Benefits..., Career Coaching, Transition/Outplacement..., Facilitate Career..., Human Resources..., Employee Relations, Training, Organization Development, Compensation, Employee Benefits, Leadership Development, New Employee Engagement, Policy Development, Succession Planning, Evaluative Assessment..., 360 Degree Assessment, Manager & the Law..., Manpower Planning, New Manager Assimilation, Employee Surveys, Deferred Compensation, Organizational..., Personnel Management, Recruiting, Employee Engagement, Career Development
Education
Penn State University
B.A, Speech Communications
Rutgers, The State University of New Jersey-New Brunswick
Master Courses in Human Resources
The University of Manchester
Study Abroad Program, Study of British Mass Communications
Karina Vari Karina Vari's Robert W. Baird & Co. Experience November 2011 - Present
Job Investment Banking Administrative Assistant III at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. November 2011 - Present
Illinois Institute of Art-Chicago October 2009 - October 2011
William Blair & Company, LLC January 1999 - March 2009
Mesirow Stein Real Estate, Inc September 1997 - May 1998
Feldman Securities Group, LLC June 1996 - September 1997
Citizens Financial Services, FSB February 1986 - February 1994
Skills
Mergers
Education
Moody Bible Institute 1991 — 1992
Ministry; Education
Lincoln Christian College 1985 — 1986
General Studies
Ozark Bible College 1983 — 1985
Musical Theatre; General Studies
Robert W. Baird & Co. November 2011 - Present
Illinois Institute of Art-Chicago October 2009 - October 2011
William Blair & Company, LLC January 1999 - March 2009
Mesirow Stein Real Estate, Inc September 1997 - May 1998
Feldman Securities Group, LLC June 1996 - September 1997
Citizens Financial Services, FSB February 1986 - February 1994
Skills
Mergers
Education
Moody Bible Institute 1991 — 1992
Ministry; Education
Lincoln Christian College 1985 — 1986
General Studies
Ozark Bible College 1983 — 1985
Musical Theatre; General Studies
Susan Geraghty Susan Geraghty's Robert W. Baird & Co. Experience May 2014 - Present
Job Senior Client Specialist at Robert W. Baird & Co.
Industry
Experience
Robert W. Baird & Co. May 2014 - Present
Wells Fargo Advisors, LLC May 2013 - May 2014
CIMCO Private Wealth May 2008 - May 2013
Education
University of Denver
Bachelor of Business Administration (BBA), Hotel and Restaurant Management
Rollins College
Liberal Arts
Robert W. Baird & Co. May 2014 - Present
Wells Fargo Advisors, LLC May 2013 - May 2014
CIMCO Private Wealth May 2008 - May 2013
Education
University of Denver
Bachelor of Business Administration (BBA), Hotel and Restaurant Management
Rollins College
Liberal Arts
Mary Ann Laudicina's Robert W. Baird & Co. Experience February 2004 - Present
Job Senior Client Specialist at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. February 2004 - Present
Robert W. Baird & Co. February 2004 - Present
RBC Wealth Management December 2003 - February 2008
Skills
Series 7, Series 65, Investment Advisory, Wealth Management, Investments, Retirement, Retirement Planning, Variable Annuities, Life Insurance, Insurance, Portfolio Management, Estate Planning, Strategic Financial..., CRM
Education
Rockford College 1987 — 1991
Bachelor of Science (B.S.), Business with emphasis in Finance
Regent's College - London, England 1989 — 1989
Business
Robert W. Baird & Co. February 2004 - Present
Robert W. Baird & Co. February 2004 - Present
RBC Wealth Management December 2003 - February 2008
Skills
Series 7, Series 65, Investment Advisory, Wealth Management, Investments, Retirement, Retirement Planning, Variable Annuities, Life Insurance, Insurance, Portfolio Management, Estate Planning, Strategic Financial..., CRM
Education
Rockford College 1987 — 1991
Bachelor of Science (B.S.), Business with emphasis in Finance
Regent's College - London, England 1989 — 1989
Business
Tim Connor Tim Connor's Robert W. Baird & Co. Experience 2012 - 2014
Job Producer at Trion Group, a Marsh & McLennan Agency, LLC Company
Industry Financial Services
Experience
Trion Group, a Marsh & McLennan Agency, LLC Company January 2015 - Present
Robert W. Baird & Co. 2012 - 2014
Chester County Economic Development Council & SeedcoPA November 2002 - August 2012
Skills
Business Development, Community Relations, Economic Development, Government Affairs, Government, Community Development, Program Management, Nonprofits, Sales, Strategy, Investments, Strategic Planning, Leadership, Management, Contract Negotiation, Team Building, Finance, Public Speaking
Education
Penn State University 1986 — 1990
Bachelor's Degree, Health Sciences
Villanova University 1985 — 1986
Radnor High School 1980 — 1984
St. Thomas
Trion Group, a Marsh & McLennan Agency, LLC Company January 2015 - Present
Robert W. Baird & Co. 2012 - 2014
Chester County Economic Development Council & SeedcoPA November 2002 - August 2012
Skills
Business Development, Community Relations, Economic Development, Government Affairs, Government, Community Development, Program Management, Nonprofits, Sales, Strategy, Investments, Strategic Planning, Leadership, Management, Contract Negotiation, Team Building, Finance, Public Speaking
Education
Penn State University 1986 — 1990
Bachelor's Degree, Health Sciences
Villanova University 1985 — 1986
Radnor High School 1980 — 1984
St. Thomas
Laura Milligan Laura Milligan's Robert W. Baird & Co. Experience 2004 - 2005
Job Senior Manager Private Markets at Boeing
Industry Financial Services
Experience
Boeing November 2014 - Present
Boeing January 2014 - November 2014
Mercer Investment Consulting 2010 - 2014
Adams Street Partners 2005 - 2008
Robert W. Baird & Co. 2004 - 2005
Robert W. Baird & Co. 2003 - 2004
Skills
Venture Capital, Private Equity, Industry Research, Investments, Due Diligence, Fund Of Funds, Alternative Investments, Industry Analysis
Education
Northwestern University - Kellogg School of Management 2008 — 2009
MBA, Finance, Management & Organizations
University of Notre Dame 1997 — 2001
BBA, Finance, Computer Applications
Wheaton North
Boeing November 2014 - Present
Boeing January 2014 - November 2014
Mercer Investment Consulting 2010 - 2014
Adams Street Partners 2005 - 2008
Robert W. Baird & Co. 2004 - 2005
Robert W. Baird & Co. 2003 - 2004
Skills
Venture Capital, Private Equity, Industry Research, Investments, Due Diligence, Fund Of Funds, Alternative Investments, Industry Analysis
Education
Northwestern University - Kellogg School of Management 2008 — 2009
MBA, Finance, Management & Organizations
University of Notre Dame 1997 — 2001
BBA, Finance, Computer Applications
Wheaton North
Peter Lisicky, CFP® Peter Lisicky, CFP®'s Robert W. Baird & Co. Experience February 2013 - Present
Job Financial Advisor at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. February 2013 - Present
Vanguard May 2010 - February 2013
Avellino Basket October 2006 - June 2009
Anwil SA November 2005 - June 2006
Stadtsport/TXU Energie Braunschweig August 2002 - May 2005
Lugano Basket October 2001 - June 2002
Benetton Basket Treviso August 1998 - December 2000
Skills
Series 6, Series 7, Series 63, Asset Allocation, Investments, Mutual Funds, Wealth Management, Securities, Series 66, Retirement Planning, ETFs, Uniform Combined State..., FINRA, Finance, Retirement, IRAs, 401k, Portfolio Management, Alternative Investments, Investment Advisory, Investment Strategies, Series 65
Education
Penn State University 1994 — 1998
Bachelor of Science (B.S.), Finance, General
Robert W. Baird & Co. February 2013 - Present
Vanguard May 2010 - February 2013
Avellino Basket October 2006 - June 2009
Anwil SA November 2005 - June 2006
Stadtsport/TXU Energie Braunschweig August 2002 - May 2005
Lugano Basket October 2001 - June 2002
Benetton Basket Treviso August 1998 - December 2000
Skills
Series 6, Series 7, Series 63, Asset Allocation, Investments, Mutual Funds, Wealth Management, Securities, Series 66, Retirement Planning, ETFs, Uniform Combined State..., FINRA, Finance, Retirement, IRAs, 401k, Portfolio Management, Alternative Investments, Investment Advisory, Investment Strategies, Series 65
Education
Penn State University 1994 — 1998
Bachelor of Science (B.S.), Finance, General
Renee Joris Renee Joris's Robert W. Baird & Co. Experience 2014 - 2014
Job Administrative Assistant Seeking Opportunities in Profit or Nonprofit Organizations
Industry Financial Services
Experience
Robert W. Baird & Co. 2014 - 2014
UBS Financial Services, Inc. 1993 - 2012
Gradison McDonald Investments 1993 - 2012
Skills
Administrative..., Customer Service, Microsoft Word, Microsoft Excel, Communication Skills, Problem Solving, Highly detail oriented, Conscientious, Integrity, Team-oriented, Empathy, Adaptable & a quick..., Teamwork
Education
Northern Illinois University 1981 — 1984
Bachelor of Science (B.S.), Business Administration and Management, General
Robert W. Baird & Co. 2014 - 2014
UBS Financial Services, Inc. 1993 - 2012
Gradison McDonald Investments 1993 - 2012
Skills
Administrative..., Customer Service, Microsoft Word, Microsoft Excel, Communication Skills, Problem Solving, Highly detail oriented, Conscientious, Integrity, Team-oriented, Empathy, Adaptable & a quick..., Teamwork
Education
Northern Illinois University 1981 — 1984
Bachelor of Science (B.S.), Business Administration and Management, General
Megan Christiana Megan Christiana's Robert W. Baird & Co. Experience July 2011 - Present
Job Client Relationship Assistant at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. July 2011 - Present
Education
Saint Mary's College
Bachelor of Arts (B.A.), Mass Communication/Media Studies
Robert W. Baird & Co. July 2011 - Present
Education
Saint Mary's College
Bachelor of Arts (B.A.), Mass Communication/Media Studies
Mike Macakanja Mike Macakanja's Robert W. Baird & Co. Experience 1998 - 2000
Job Managing Director at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase May 2014 - Present
JP Morgan Chase December 2010 - April 2014
Lazard Freres & Co. April 2002 - July 2010
William Blair and Company 2000 - 2001
Robert W. Baird & Co. 1998 - 2000
Peterson Consulting 1991 - 1996
Skills
Valuation, LBO, Private Equity, Investment Banking, Venture Capital, Financial Modeling, Mergers & Acquisitions, Due Diligence, Corporate Finance, Management Consulting
Education
The University of Chicago 1996 — 1998
MBA, Finance, Accounting
Purdue University 1986 — 1991
BS, Industrial Engineering
JPMorgan Chase May 2014 - Present
JP Morgan Chase December 2010 - April 2014
Lazard Freres & Co. April 2002 - July 2010
William Blair and Company 2000 - 2001
Robert W. Baird & Co. 1998 - 2000
Peterson Consulting 1991 - 1996
Skills
Valuation, LBO, Private Equity, Investment Banking, Venture Capital, Financial Modeling, Mergers & Acquisitions, Due Diligence, Corporate Finance, Management Consulting
Education
The University of Chicago 1996 — 1998
MBA, Finance, Accounting
Purdue University 1986 — 1991
BS, Industrial Engineering
Debra Hoelzle Debra Hoelzle's Robert W. Baird & Co. Experience August 2010 - March 2012
Job Chief Operating Officer at Public Finance Resources, Inc.
Industry Financial Services
Experience
Public Finance Resources, Inc. April 2012 - Present
Robert W. Baird & Co. August 2010 - March 2012
RED CAPITAL GROUP August 2008 - August 2010
Marysville Exempted Village Schools August 2004 - August 2008
Skills
Financial Analysis, Process Improvement, Financial Modeling, Portfolio Management, Capital Markets, Strategic Planning, Series 7, Finance, Credit, Due Diligence, Investments, Budgets, Securities, Valuation, Equities, Leadership, Employee Relations, Human Resources, Accounting, Financial Reporting, Analysis, Strategy, Training
Education
Ohio University 2007 — 2009
Masters of Business Administration
The Ohio State University - The Max M. Fisher College of Business 1999 — 2003
BSBA, Human Resources
Public Finance Resources, Inc. April 2012 - Present
Robert W. Baird & Co. August 2010 - March 2012
RED CAPITAL GROUP August 2008 - August 2010
Marysville Exempted Village Schools August 2004 - August 2008
Skills
Financial Analysis, Process Improvement, Financial Modeling, Portfolio Management, Capital Markets, Strategic Planning, Series 7, Finance, Credit, Due Diligence, Investments, Budgets, Securities, Valuation, Equities, Leadership, Employee Relations, Human Resources, Accounting, Financial Reporting, Analysis, Strategy, Training
Education
Ohio University 2007 — 2009
Masters of Business Administration
The Ohio State University - The Max M. Fisher College of Business 1999 — 2003
BSBA, Human Resources
Kent Tipton, CFP®, CIMA® Kent Tipton, CFP®, CIMA®'s Robert W. Baird & Co. Experience June 2009 - Present
Job Vice President at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. June 2009 - Present
Morgan Stanley Smith Barney October 2000 - June 2009
Perrigo 1989 - 2000
Perrigo 1989 - 2000
Skills
Series 7, Retirement Planning
Education
University of Pennsylvania - The Wharton School 2009 — 2009
CIMA, Investment Management
University of Tulsa 1984 — 1986
MBA, Finance
Missouri State University 1972 — 1976
BA, Accounting
Robert W. Baird & Co. June 2009 - Present
Morgan Stanley Smith Barney October 2000 - June 2009
Perrigo 1989 - 2000
Perrigo 1989 - 2000
Skills
Series 7, Retirement Planning
Education
University of Pennsylvania - The Wharton School 2009 — 2009
CIMA, Investment Management
University of Tulsa 1984 — 1986
MBA, Finance
Missouri State University 1972 — 1976
BA, Accounting
Lilith Wood Lilith Wood's Robert W. Baird & Co. Experience November 2014 - Present
Job Research Coordinator at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. November 2014 - Present
McAdams Wright Ragen, Inc. April 2011 - November 2014
Ragen MacKenzie, a division of Wells Fargo May 2010 - March 2011
KTOO and Coast Alaska October 2008 - August 2009
Albert & Mary Lasker Foundation January 2006 - October 2007
KUOW Public Radio September 2004 - February 2005
KFSK and Coast Alaska 2004 - 2005
Garland Science Publishing February 2002 - April 2003
Icicle Seafoods 1998 - 2001
Ocean Beauty Seafoods 1994 - 1997
Skills
Editing, Publications, Editorial
Education
Princeton University 1996 — 2000
BA
Robert W. Baird & Co. November 2014 - Present
McAdams Wright Ragen, Inc. April 2011 - November 2014
Ragen MacKenzie, a division of Wells Fargo May 2010 - March 2011
KTOO and Coast Alaska October 2008 - August 2009
Albert & Mary Lasker Foundation January 2006 - October 2007
KUOW Public Radio September 2004 - February 2005
KFSK and Coast Alaska 2004 - 2005
Garland Science Publishing February 2002 - April 2003
Icicle Seafoods 1998 - 2001
Ocean Beauty Seafoods 1994 - 1997
Skills
Editing, Publications, Editorial
Education
Princeton University 1996 — 2000
BA
Jill Whitfield-Wooley Jill Whitfield-Wooley's Robert W. Baird & Co. Experience 1994 - 2009
Job Global Compliance Training Manager at GE Healthcare
Industry Hospital & Health Care
Experience
GE Healthcare 2010 - Present
Robert W. Baird & Co. 1994 - 2009
Skills
Instructional Design, Adult Learning Theory, Learning Management, Training, E-Learning, Change Management, Process Improvement, Organizational..., Strategic Planning, Presentation Coaching, Captivate, Articulate Suite, Project Management, Employee Training, Executive Coaching, Healthcare, Career Development, Management, Staff Development, Team Building, Team Leadership, Program Management, Public Speaking, Coaching, Consulting
Education
Northwestern University 2015 — 2017
Master of Science (MS), Learning & Organizational Change
University of Kansas 1989 — 1993
BS, Mechanical Engineering
Papillion LaVista High School
GE Healthcare 2010 - Present
Robert W. Baird & Co. 1994 - 2009
Skills
Instructional Design, Adult Learning Theory, Learning Management, Training, E-Learning, Change Management, Process Improvement, Organizational..., Strategic Planning, Presentation Coaching, Captivate, Articulate Suite, Project Management, Employee Training, Executive Coaching, Healthcare, Career Development, Management, Staff Development, Team Building, Team Leadership, Program Management, Public Speaking, Coaching, Consulting
Education
Northwestern University 2015 — 2017
Master of Science (MS), Learning & Organizational Change
University of Kansas 1989 — 1993
BS, Mechanical Engineering
Papillion LaVista High School
John Reichmeier John Reichmeier's Robert W. Baird & Co. Experience May 2015 - August 2015
Job Client Operations Intern at State Street
Industry
Experience
State Street September 2015 - Present
Sigma Alpha Epsilon Fraternity May 2014 - Present
Rockhurst University August 2013 - Present
Robert W. Baird & Co. May 2015 - August 2015
Morgan Stanley September 2014 - October 2014
CardioTabs May 2012 - August 2013
Dr. Frank Smist June 2012 - August 2012
Skills
Microsoft Excel, Mathematics, Athletics, Problem Solving, Multi Tasking, Group Work, Leadership, Analytics, Customer Service, Retail, Critical Thinking, Time Management, Social Networking, Access
Education
Rockhurst University 2012 — 2016
Finance/Economics, Junior
Rockhurst University 2012 — 2016
Financial Markets and Economic Analysis, 3.94/4.00 GPA
State Street September 2015 - Present
Sigma Alpha Epsilon Fraternity May 2014 - Present
Rockhurst University August 2013 - Present
Robert W. Baird & Co. May 2015 - August 2015
Morgan Stanley September 2014 - October 2014
CardioTabs May 2012 - August 2013
Dr. Frank Smist June 2012 - August 2012
Skills
Microsoft Excel, Mathematics, Athletics, Problem Solving, Multi Tasking, Group Work, Leadership, Analytics, Customer Service, Retail, Critical Thinking, Time Management, Social Networking, Access
Education
Rockhurst University 2012 — 2016
Finance/Economics, Junior
Rockhurst University 2012 — 2016
Financial Markets and Economic Analysis, 3.94/4.00 GPA
Erin McNeely's Robert W. Baird & Co. Experience February 2015 - Present
Job Client Assistant at Robert W. Baird & Co.
Industry
Experience
Robert W. Baird & Co. February 2015 - Present
Athleta September 2014 - March 2015
Cunningham & Company June 2014 - February 2015
KinderMourn October 2012 - December 2012
Digital Charlotte September 2012 - December 2012
Queens University of Charlotte January 2011 - May 2011
Skills
Sales, Fundraising, Customer Service, Marketing Strategy, Microsoft Office, Event Planning, PowerPoint, Social Networking, Microsoft Word, Social Media, Microsoft Excel, Editing, Marketing
Education
Queens University of Charlotte 2008 — 2012
Bachelor's Degree, Psychology
Robert W. Baird & Co. February 2015 - Present
Athleta September 2014 - March 2015
Cunningham & Company June 2014 - February 2015
KinderMourn October 2012 - December 2012
Digital Charlotte September 2012 - December 2012
Queens University of Charlotte January 2011 - May 2011
Skills
Sales, Fundraising, Customer Service, Marketing Strategy, Microsoft Office, Event Planning, PowerPoint, Social Networking, Microsoft Word, Social Media, Microsoft Excel, Editing, Marketing
Education
Queens University of Charlotte 2008 — 2012
Bachelor's Degree, Psychology
Angela Beckley Angela Beckley's Robert W. Baird & Co. Experience February 2012 - Present
Job Senior Client Specialist at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. February 2012 - Present
Morgan Keegan & Co Inc May 2007 - January 2010
Hilliard Lyons September 2005 - May 2007
Education
Oral Roberts University 1989 — 1992
Bachelor of Science (BS), Communications
Robert W. Baird & Co. February 2012 - Present
Morgan Keegan & Co Inc May 2007 - January 2010
Hilliard Lyons September 2005 - May 2007
Education
Oral Roberts University 1989 — 1992
Bachelor of Science (BS), Communications
Jessica Kliche Jessica Kliche's Robert W. Baird & Co. Experience 2002 - 2004
Job Customer Service Supervisor at Allied Waste
Industry Environmental Services
Experience
Republic Services January 2011 - Present
Allied Waste April 2008 - January 2011
Allied Waste April 2007 - April 2008
Allied Waste July 2004 - April 2007
Robert W. Baird & Co. 2002 - 2004
SpookyWorld, Minnesota October 1998 - 2001
Valleyfair 1997 - 2001
Skills
Leadership, Management, Customer Service, Training, Microsoft Excel, Microsoft Office, Account Management, Microsoft Word, Strategic Planning, Team Building, Process Improvement, PowerPoint, Outlook, Recycling, Sales
Education
Saint Mary's University of Minnesota 2010 — 2013
Bachelor of Science (B.S.), Marketing
Normandale Community College 2000 — 2004
Associate of Science, Business Management and Marketing
Republic Services January 2011 - Present
Allied Waste April 2008 - January 2011
Allied Waste April 2007 - April 2008
Allied Waste July 2004 - April 2007
Robert W. Baird & Co. 2002 - 2004
SpookyWorld, Minnesota October 1998 - 2001
Valleyfair 1997 - 2001
Skills
Leadership, Management, Customer Service, Training, Microsoft Excel, Microsoft Office, Account Management, Microsoft Word, Strategic Planning, Team Building, Process Improvement, PowerPoint, Outlook, Recycling, Sales
Education
Saint Mary's University of Minnesota 2010 — 2013
Bachelor of Science (B.S.), Marketing
Normandale Community College 2000 — 2004
Associate of Science, Business Management and Marketing
Rob Polston Rob Polston's Robert W. Baird & Co. Experience 1995 - 1999
Job CEO, Laureate Online Education International
Industry Higher Education
Experience
Laureate International Universities December 2014 - Present
Laureate International Universities January 2014 - Present
Laureate International Universities January 2011 - Present
Laureate Education January 2010 - January 2011
Laureate Education October 2007 - February 2010
Sterling Partners August 2006 - October 2007
Career Education Corporation April 2004 - August 2006
Allied Capital Corporation 1999 - 2002
Bank of America 1998 - 1999
Robert W. Baird & Co. 1995 - 1999
Skills
Mergers, Venture Capital, Private Equity, Restructuring, Strategy, Investments, LBO, IPO, Acquisitions, Leveraged Finance, Buyouts, Growth Capital, Financial Modeling, Corporate Development, Acquisition Integration, Corporate Finance, Due Diligence, Executive Management, Investment Banking, M, Management, Mergers, Recruiting, Start-ups, Strategic Planning, Valuation, Leadership
Education
University of Chicago Graduate School of Business 2000 — 2003
MBA
Northwestern University 1991 — 1995
BA
Fenwick High School 1987 — 1991
High School Diploma with Honors
Laureate International Universities December 2014 - Present
Laureate International Universities January 2014 - Present
Laureate International Universities January 2011 - Present
Laureate Education January 2010 - January 2011
Laureate Education October 2007 - February 2010
Sterling Partners August 2006 - October 2007
Career Education Corporation April 2004 - August 2006
Allied Capital Corporation 1999 - 2002
Bank of America 1998 - 1999
Robert W. Baird & Co. 1995 - 1999
Skills
Mergers, Venture Capital, Private Equity, Restructuring, Strategy, Investments, LBO, IPO, Acquisitions, Leveraged Finance, Buyouts, Growth Capital, Financial Modeling, Corporate Development, Acquisition Integration, Corporate Finance, Due Diligence, Executive Management, Investment Banking, M, Management, Mergers, Recruiting, Start-ups, Strategic Planning, Valuation, Leadership
Education
University of Chicago Graduate School of Business 2000 — 2003
MBA
Northwestern University 1991 — 1995
BA
Fenwick High School 1987 — 1991
High School Diploma with Honors
David R. Manke David R. Manke's Robert W. Baird & Co. Experience June 2014 - Present
Job Private Wealth Management Foundations Program Associate at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. June 2014 - Present
Robert W. Baird & Co. May 2011 - Present
Robert W. Baird & Co. April 2013 - June 2014
REI April 2008 - June 2011
Education
University of Wisconsin-Madison 2011 — 2014
Finance, Investment and Banking; Real Estate & Urban Economics
Saint Louis University 2009 — 2011
Finance and Accounting Studies
Marquette University High School
Robert W. Baird & Co. June 2014 - Present
Robert W. Baird & Co. May 2011 - Present
Robert W. Baird & Co. April 2013 - June 2014
REI April 2008 - June 2011
Education
University of Wisconsin-Madison 2011 — 2014
Finance, Investment and Banking; Real Estate & Urban Economics
Saint Louis University 2009 — 2011
Finance and Accounting Studies
Marquette University High School
Bryant Park Bryant Park's Robert W. Baird & Co. Experience October 2014 - Present
Job Investment Banking Associate at Robert W. Baird & Co.
Industry Investment Banking
Experience
Robert W. Baird & Co. October 2014 - Present
Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates September 2013 - August 2014
Kaye Scholer LLP May 2012 - July 2012
Saper Law Offices, LLC June 2011 - August 2011
Education
Northwestern University School of Law 2010 — 2013
J.D.
University of California, Berkeley 2002 — 2006
B.A.
Robert W. Baird & Co. October 2014 - Present
Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates September 2013 - August 2014
Kaye Scholer LLP May 2012 - July 2012
Saper Law Offices, LLC June 2011 - August 2011
Education
Northwestern University School of Law 2010 — 2013
J.D.
University of California, Berkeley 2002 — 2006
B.A.
Dana Cohen Dana Cohen's Robert W. Baird & Co. Experience June 2010 - August 2010
Job Senior Analyst, Strategy & Analytics at Orbitz Worldwide
Industry Internet
Experience
Orbitz Worldwide February 2015 - Present
Orbitz Worldwide March 2014 - February 2015
Orbitz Worldwide January 2013 - March 2014
L.E.K. Consulting September 2011 - January 2013
Robert W. Baird & Co. June 2010 - August 2010
H. Lundbeck A/S September 2009 - December 2009
Skills
Strategy, Analytics, Strategic Planning, Business Strategy, Market Entry, Financial Analysis, Growth Strategies, Financial Planning, Competitive Analysis, Market Research, Market Sizing, Corporate Strategy..., Data Analysis, Marketing Strategy, Business Development, Entrepreneurship
Education
Northwestern University 2007 — 2011
Bachelor of Arts (B.A.), Statistics
Orbitz Worldwide February 2015 - Present
Orbitz Worldwide March 2014 - February 2015
Orbitz Worldwide January 2013 - March 2014
L.E.K. Consulting September 2011 - January 2013
Robert W. Baird & Co. June 2010 - August 2010
H. Lundbeck A/S September 2009 - December 2009
Skills
Strategy, Analytics, Strategic Planning, Business Strategy, Market Entry, Financial Analysis, Growth Strategies, Financial Planning, Competitive Analysis, Market Research, Market Sizing, Corporate Strategy..., Data Analysis, Marketing Strategy, Business Development, Entrepreneurship
Education
Northwestern University 2007 — 2011
Bachelor of Arts (B.A.), Statistics
Naveen Paul Sharma CFP®'s Robert W. Baird & Co. Experience 1998 - 2002
Job Vice President at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch September 2007 - Present
Oak Ridge Financial Services November 2002 - September 2007
Robert W. Baird & Co. 1998 - 2002
Piper Jaffray February 1993 - June 1998
Piper Jaffray January 1991 - February 1993
Ski Hut 1984 - 1991
Endington's Soup and Salad Restaurant 1982 - 1984
Skills
Financial Planning, Life Planning, Asset Allocation, Investments, Estate Planning, Retirement, Wealth Management, Portfolio Management, Retirement Planning, Strategic Financial..., High Net Worth..., Life Coaching, Strategy, Financial Planners, Finance, Series 7, Management, Mutual Funds, Strategic Planning, Series 63, Leadership
Education
UNIVERSITY OF MINNESOTA 1986 — 1991
Bachelor of Arts, Economics
Normandale Community College 1982 — 1984
Lindbergh High School 1979 — 1982
High School Diploma, College Prep
Merrill Lynch September 2007 - Present
Oak Ridge Financial Services November 2002 - September 2007
Robert W. Baird & Co. 1998 - 2002
Piper Jaffray February 1993 - June 1998
Piper Jaffray January 1991 - February 1993
Ski Hut 1984 - 1991
Endington's Soup and Salad Restaurant 1982 - 1984
Skills
Financial Planning, Life Planning, Asset Allocation, Investments, Estate Planning, Retirement, Wealth Management, Portfolio Management, Retirement Planning, Strategic Financial..., High Net Worth..., Life Coaching, Strategy, Financial Planners, Finance, Series 7, Management, Mutual Funds, Strategic Planning, Series 63, Leadership
Education
UNIVERSITY OF MINNESOTA 1986 — 1991
Bachelor of Arts, Economics
Normandale Community College 1982 — 1984
Lindbergh High School 1979 — 1982
High School Diploma, College Prep
Alexandra Loehrer Alexandra Loehrer's Robert W. Baird & Co. Experience January 2013 - May 2013
Job Marketing Coordinator at Arthur J. Gallagher & Co.
Industry Marketing and Advertising
Experience
Arthur J. Gallagher & Co. August 2015 - Present
WGA April 2014 - August 2015
Hasbro October 2013 - March 2014
RE/MAX River's Edge September 2013 - October 2013
Robert W. Baird & Co. January 2013 - May 2013
Alliance Française de Milwaukee 2011 - 2013
Planned Parenthood of Wisconsin, Inc. March 2012 - December 2012
Brensten Education October 2010 - March 2012
Workforce Development Center October 2011 - December 2011
The Career Effect September 2010 - June 2011
Skills
Web Design, HTML, CSS, JavaScript, Film Production, Video Editing, Video Production, Final Cut Pro, iLife, Photoshop, Freelance Graphics, Photography, Digital Photography, Troubleshooting, Social Media Marketing, Social Media, SEO, Graphic Design, Windows, Microsoft Office, Event Photography, Freelance Photography, Adobe Creative Suite, Word, PowerPoint, Excel, iWork, Illustrator, Video, Editing, Film, Wordpress, Mac, Online Marketing, Outlook, Blogging, Logo Design, PHP, Production, Post Production, Email Marketing, Web Development, Facebook, Videography, Adobe Acrobat, Camera, Multimedia, jQuery, Layout, Compressor
Education
Rhode Island School of Design 2014 — 2018
Graphic Design Certificate
University of Wisconsin-Milwaukee 2004 — 2008
BFA, Film
Waukesha South High School 2000 — 2004
Arthur J. Gallagher & Co. August 2015 - Present
WGA April 2014 - August 2015
Hasbro October 2013 - March 2014
RE/MAX River's Edge September 2013 - October 2013
Robert W. Baird & Co. January 2013 - May 2013
Alliance Française de Milwaukee 2011 - 2013
Planned Parenthood of Wisconsin, Inc. March 2012 - December 2012
Brensten Education October 2010 - March 2012
Workforce Development Center October 2011 - December 2011
The Career Effect September 2010 - June 2011
Skills
Web Design, HTML, CSS, JavaScript, Film Production, Video Editing, Video Production, Final Cut Pro, iLife, Photoshop, Freelance Graphics, Photography, Digital Photography, Troubleshooting, Social Media Marketing, Social Media, SEO, Graphic Design, Windows, Microsoft Office, Event Photography, Freelance Photography, Adobe Creative Suite, Word, PowerPoint, Excel, iWork, Illustrator, Video, Editing, Film, Wordpress, Mac, Online Marketing, Outlook, Blogging, Logo Design, PHP, Production, Post Production, Email Marketing, Web Development, Facebook, Videography, Adobe Acrobat, Camera, Multimedia, jQuery, Layout, Compressor
Education
Rhode Island School of Design 2014 — 2018
Graphic Design Certificate
University of Wisconsin-Milwaukee 2004 — 2008
BFA, Film
Waukesha South High School 2000 — 2004
Casi Jones's Robert W. Baird & Co. Experience June 2015 - Present
Job Client Specialist Private Wealth Management at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. June 2015 - Present
Robert W. Baird & Co. October 2014 - May 2015
Skills
Financial Planning, Financial Services, Finance, Investment Advisory
Education
Portland State University 2011 — 2014
Bachelor's Degree, International Studies
Robert W. Baird & Co. June 2015 - Present
Robert W. Baird & Co. October 2014 - May 2015
Skills
Financial Planning, Financial Services, Finance, Investment Advisory
Education
Portland State University 2011 — 2014
Bachelor's Degree, International Studies
Mercedes Engle Mercedes Engle's Robert W. Baird & Co. Experience January 2008 - May 2011
Job Front Desk Agent at Hampton Inn & Suites State College
Industry Hospitality
Experience
Shaner Hotels at Hampton Inn & Suites by Hilton September 2015 - Present
Hyatt Regency Cleveland at The Arcade May 2015 - August 2015
Hyatt Regency Cleveland at The Arcade February 2014 - May 2015
ARAMARK May 2013 - August 2013
The Penn Stater Conference Center Hotel January 2012 - May 2013
ARAMARK - Cleveland Metroparks Zoo July 2012 - August 2012
Chicago Deli August 2010 - August 2011
Robert W. Baird & Co. January 2008 - May 2011
Skills
Microsoft Office, Customer Service, Public Speaking, Hospitality Management, Food & Beverage, Hospitality, Banquets, Leadership, Team Leadership, Food Service, Food Safety, Microsoft Excel, Micros, Hotels, Restaurants, Time Management, Catering, Event Planning, MICROS
Education
Penn State University 2011 — 2016
Bachelor of Science (B.S.), Hotel, Restaurant and Institutional Management
Summer College at Cornell University 2010 — 2010
Hospitality Management, B+
Saint Martin de Porres High School 2007 — 2011
Shaner Hotels at Hampton Inn & Suites by Hilton September 2015 - Present
Hyatt Regency Cleveland at The Arcade May 2015 - August 2015
Hyatt Regency Cleveland at The Arcade February 2014 - May 2015
ARAMARK May 2013 - August 2013
The Penn Stater Conference Center Hotel January 2012 - May 2013
ARAMARK - Cleveland Metroparks Zoo July 2012 - August 2012
Chicago Deli August 2010 - August 2011
Robert W. Baird & Co. January 2008 - May 2011
Skills
Microsoft Office, Customer Service, Public Speaking, Hospitality Management, Food & Beverage, Hospitality, Banquets, Leadership, Team Leadership, Food Service, Food Safety, Microsoft Excel, Micros, Hotels, Restaurants, Time Management, Catering, Event Planning, MICROS
Education
Penn State University 2011 — 2016
Bachelor of Science (B.S.), Hotel, Restaurant and Institutional Management
Summer College at Cornell University 2010 — 2010
Hospitality Management, B+
Saint Martin de Porres High School 2007 — 2011
Kyle Hill Kyle Hill's Robert W. Baird & Co. Experience May 2009 - 2011
Job CEO of HomeHero
Industry Internet
Experience
HomeHero May 2013 - Present
Flowtab 2012 - 2013
Kaleazy Creative 2011 - 2012
Robert W. Baird & Co. May 2009 - 2011
Skills
Start-ups, Entrepreneurship, Mobile Payments, Web Design, SEO, User Experience, JavaScript, Online Marketing, Strategic Partnerships, Product Development, Mobile Applications, jQuery, POS, HTML 5, Mobile Devices, Product Design, PHP, Graphic Design, Brand Development, Node.js, Mergers & Acquisitions, HTML5, Financial Modeling
Education
Pomona College 2005 — 2009
BA, Economics
University of Cape Town 2007 — 2008
Senior Thesis, Wind Energy Economics
Columbus Academy 2002 — 2005
HomeHero May 2013 - Present
Flowtab 2012 - 2013
Kaleazy Creative 2011 - 2012
Robert W. Baird & Co. May 2009 - 2011
Skills
Start-ups, Entrepreneurship, Mobile Payments, Web Design, SEO, User Experience, JavaScript, Online Marketing, Strategic Partnerships, Product Development, Mobile Applications, jQuery, POS, HTML 5, Mobile Devices, Product Design, PHP, Graphic Design, Brand Development, Node.js, Mergers & Acquisitions, HTML5, Financial Modeling
Education
Pomona College 2005 — 2009
BA, Economics
University of Cape Town 2007 — 2008
Senior Thesis, Wind Energy Economics
Columbus Academy 2002 — 2005
Cait Gallagher Cait Gallagher's Robert W. Baird & Co. Experience April 2015 - Present
Job Client Relationship Data Specialist at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. April 2015 - Present
Robert W. Baird & Co. March 2014 - March 2015
Barrington Park District July 2013 - March 2014
Barrington Park District May 2013 - August 2013
Illinois State Geological Survey January 2013 - May 2013
Kellogg Biological Station May 2012 - August 2012
Barrington Park District May 2009 - August 2011
Skills
Research, Sustainability, PowerPoint, Microsoft Word, Photoshop, Photography, Communication Skills, Foreign Languages, Data Entry, Geology, Scientific Writing, Website Creation, Microsoft Office, Adobe Creative Suite
Education
University of Illinois at Urbana-Champaign 2009 — 2013
Bachelor of Liberal Arts & Sciences, Earth Systems, Environment and Society, Graduated with Distinction
IDEA Verona 2012 — 2012
Minor in Italian, Junior year, second semester
Roosevelt University
Student at Large, Accounting
Robert W. Baird & Co. April 2015 - Present
Robert W. Baird & Co. March 2014 - March 2015
Barrington Park District July 2013 - March 2014
Barrington Park District May 2013 - August 2013
Illinois State Geological Survey January 2013 - May 2013
Kellogg Biological Station May 2012 - August 2012
Barrington Park District May 2009 - August 2011
Skills
Research, Sustainability, PowerPoint, Microsoft Word, Photoshop, Photography, Communication Skills, Foreign Languages, Data Entry, Geology, Scientific Writing, Website Creation, Microsoft Office, Adobe Creative Suite
Education
University of Illinois at Urbana-Champaign 2009 — 2013
Bachelor of Liberal Arts & Sciences, Earth Systems, Environment and Society, Graduated with Distinction
IDEA Verona 2012 — 2012
Minor in Italian, Junior year, second semester
Roosevelt University
Student at Large, Accounting
Beth Sager's Robert W. Baird & Co. Experience April 2010 - October 2012
Job IT Help Desk Technician at WB Holdings Inc.
Industry Information Technology and Services
Experience
WB Holdings Inc. November 2012 - Present
Robert W. Baird & Co. April 2010 - October 2012
ManpowerGroup November 2007 - April 2010
Waste Management, Inc. 2003 - 2007
Building Service Incorporated 1996 - 2003
JCPenney 1986 - 1996
Skills
Microsoft Office, Troubleshooting, Process Improvement, Customer Service, Outlook, Windows, Software Documentation, Information Technology, Printers, Windows 7, Active Directory, Help Desk Support, Logistics Management, Management, Microsoft Excel, Laptops, Hardware
Education
Mount Mary University 2001 — 2006
BS, Computer Science
WB Holdings Inc. November 2012 - Present
Robert W. Baird & Co. April 2010 - October 2012
ManpowerGroup November 2007 - April 2010
Waste Management, Inc. 2003 - 2007
Building Service Incorporated 1996 - 2003
JCPenney 1986 - 1996
Skills
Microsoft Office, Troubleshooting, Process Improvement, Customer Service, Outlook, Windows, Software Documentation, Information Technology, Printers, Windows 7, Active Directory, Help Desk Support, Logistics Management, Management, Microsoft Excel, Laptops, Hardware
Education
Mount Mary University 2001 — 2006
BS, Computer Science
Benjamin C. Dowell's Robert W. Baird & Co. Experience July 2015 - Present
Job Investment Banking Associate, Consumer Group
Industry Financial Services
Experience
Robert W. Baird & Co. July 2015 - Present
Robert W. Baird & Co. June 2014 - August 2014
US Army March 2013 - August 2013
US Army May 2012 - February 2013
US Army July 2011 - May 2012
US Army January 2011 - June 2011
US Army March 2010 - December 2010
US Army September 2008 - February 2010
US Army March 2007 - August 2008
US Army March 2006 - February 2007
Skills
Leadership, Operational Planning, Public Speaking, Presentation Development, Financial Analysis, Training, Organizational..., Investment Banking, Accounting, Marketing Research, Marketing Strategy, Operational Strategy, Financial Modeling, Due Diligence, Peer Mentoring, Career Development, Business Strategy, Project Management, Strategic Planning, Strategy, Management, Mergers & Acquisitions
Education
Northwestern University - Kellogg School of Management 2013 — 2015
Master of Business Administration (MBA), Finance and Marketing
Missouri University of Science and Technology 2010 — 2011
Master of Science (M.S.), Engineering Management
University of Wisconsin-Milwaukee 1998 — 2003
Bachelors of Science (B.S.), Electrical Engineering
Tremper High School 1995 — 1998
High School Diploma, General Studies
Robert W. Baird & Co. July 2015 - Present
Robert W. Baird & Co. June 2014 - August 2014
US Army March 2013 - August 2013
US Army May 2012 - February 2013
US Army July 2011 - May 2012
US Army January 2011 - June 2011
US Army March 2010 - December 2010
US Army September 2008 - February 2010
US Army March 2007 - August 2008
US Army March 2006 - February 2007
Skills
Leadership, Operational Planning, Public Speaking, Presentation Development, Financial Analysis, Training, Organizational..., Investment Banking, Accounting, Marketing Research, Marketing Strategy, Operational Strategy, Financial Modeling, Due Diligence, Peer Mentoring, Career Development, Business Strategy, Project Management, Strategic Planning, Strategy, Management, Mergers & Acquisitions
Education
Northwestern University - Kellogg School of Management 2013 — 2015
Master of Business Administration (MBA), Finance and Marketing
Missouri University of Science and Technology 2010 — 2011
Master of Science (M.S.), Engineering Management
University of Wisconsin-Milwaukee 1998 — 2003
Bachelors of Science (B.S.), Electrical Engineering
Tremper High School 1995 — 1998
High School Diploma, General Studies
Shannon M Jenke Shannon M Jenke's Robert W. Baird & Co. Experience February 2015 - Present
Job Financial Advisor; The Leith Jenke Group at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. February 2015 - Present
Investment Planning & Management, LLC April 2014 - February 2015
Arky & Miller Financial Group, LLC June 2009 - April 2014
McKinney February 2004 - November 2008
Irwin Mortgage 2001 - 2004
Skills
Marketing, Management, CRM, Microsoft Excel, Event Planning, Portfolio Management, Investments, Operations Management, Project Management, Customer Service, Microsoft Office, Series 7, Series 63, Bookkeeping, Events Organisation, Series 66, Notary Public, Financial Services
Education
North Carolina Wesleyan College 2000 — 2002
Bachelor of Science (B.S.), Business Administration, Management and Operations
Robert W. Baird & Co. February 2015 - Present
Investment Planning & Management, LLC April 2014 - February 2015
Arky & Miller Financial Group, LLC June 2009 - April 2014
McKinney February 2004 - November 2008
Irwin Mortgage 2001 - 2004
Skills
Marketing, Management, CRM, Microsoft Excel, Event Planning, Portfolio Management, Investments, Operations Management, Project Management, Customer Service, Microsoft Office, Series 7, Series 63, Bookkeeping, Events Organisation, Series 66, Notary Public, Financial Services
Education
North Carolina Wesleyan College 2000 — 2002
Bachelor of Science (B.S.), Business Administration, Management and Operations
Valerie Peterson's Robert W. Baird & Co. Experience October 2011 - Present
Job Financial Advisor to women and their families who are driven to succeed
Industry Financial Services
Experience
Robert W. Baird & Co. October 2011 - Present
A.G. Edwards & Sons, Inc. and successor firms September 2003 - October 2011
Salomon Smith Barney October 1999 - September 2003
Skills
Finance, CRM, Event Planning, Series 7, Retirement Planning, Project Planning, Securities, Customer Service, Wealth Management, Investment Strategies, Asset Allocation, Portfolio Management, Financial Services
Education
California State University-Sacramento
Bachelor's Degree, Economics
Monterey Peninsula College
Universal Studies
Salinas High School
Robert W. Baird & Co. October 2011 - Present
A.G. Edwards & Sons, Inc. and successor firms September 2003 - October 2011
Salomon Smith Barney October 1999 - September 2003
Skills
Finance, CRM, Event Planning, Series 7, Retirement Planning, Project Planning, Securities, Customer Service, Wealth Management, Investment Strategies, Asset Allocation, Portfolio Management, Financial Services
Education
California State University-Sacramento
Bachelor's Degree, Economics
Monterey Peninsula College
Universal Studies
Salinas High School
Nick Troyer Nick Troyer's Robert W. Baird & Co. Experience July 2013 - Present
Job Investment Banking Associate at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. July 2013 - Present
Acentive August 2014 - Present
Robert W. Baird & Co. January 2011 - June 2013
Education
Northwestern University - Kellogg School of Management 2014 — 2015
Master of Business Administration (M.B.A.)
University of Florida
Bachelor of Science, Finance
University of Tampa
Master of Science, Finance
Robert W. Baird & Co. July 2013 - Present
Acentive August 2014 - Present
Robert W. Baird & Co. January 2011 - June 2013
Education
Northwestern University - Kellogg School of Management 2014 — 2015
Master of Business Administration (M.B.A.)
University of Florida
Bachelor of Science, Finance
University of Tampa
Master of Science, Finance
Chad Lee Chad Lee's Robert W. Baird & Co. Experience July 2014 - Present
Job Financial Advisor | Private Wealth Manager | Retirement Planning | Investments | 401(k) Rollovers
Industry Financial Services
Experience
Robert W. Baird & Co. July 2014 - Present
KrunchThat, Inc. May 2011 - August 2013
Chad Lee for Congress 2012 June 2009 - November 2012
Better Butler Cleaning, LLC January 2007 - May 2011
The Information House (ihouse) May 2006 - January 2007
Skills
Leadership, Management, Business Development, Marketing, Strategic Planning, Sales, Public Speaking, Team Building, Fundraising, Marketing Strategy, Small Business, Social Networking, Public Relations, Product Development, Social Media, Training, Investments, Negotiation, Retirement Planning, 401k Rollovers, 401k, Employee Benefits
Education
Olivet Nazarene University
Bachelor's degree, Business Administration and Management, General
The Leadership Institute
Leadership Certificate, Political Science and Campaigns
Brotherhood Mutual Insurance Company 2008 — 2008
Product Knowledge, Property and Liability Insurance
Robert W. Baird & Co. July 2014 - Present
KrunchThat, Inc. May 2011 - August 2013
Chad Lee for Congress 2012 June 2009 - November 2012
Better Butler Cleaning, LLC January 2007 - May 2011
The Information House (ihouse) May 2006 - January 2007
Skills
Leadership, Management, Business Development, Marketing, Strategic Planning, Sales, Public Speaking, Team Building, Fundraising, Marketing Strategy, Small Business, Social Networking, Public Relations, Product Development, Social Media, Training, Investments, Negotiation, Retirement Planning, 401k Rollovers, 401k, Employee Benefits
Education
Olivet Nazarene University
Bachelor's degree, Business Administration and Management, General
The Leadership Institute
Leadership Certificate, Political Science and Campaigns
Brotherhood Mutual Insurance Company 2008 — 2008
Product Knowledge, Property and Liability Insurance
Blake Arnold, CFA Blake Arnold, CFA's Robert W. Baird & Co. Experience January 2013 - May 2014
Job Senior Manager Business Development & Strategy, Medical Products at Baxter International Inc.
Industry Hospital & Health Care
Experience
Baxter International Inc. June 2015 - Present
Mercury Fund December 2014 - March 2015
Robert W. Baird & Co. January 2013 - May 2014
Robert W. Baird & Co. July 2010 - December 2012
Robert W. Baird & Co. July 2007 - July 2010
Great Lakes Packaging Corporation 1998 - 2005
Skills
Equity Research, Financial Modeling, Equities, Financial Analysis, Valuation, Bloomberg, Venture Capital
Education
Northwestern University - Kellogg School of Management 2014 — 2015
Master of Business Administration (MBA), Management & Strategy, Entrepreneurship, Marketing
University of Wisconsin-Madison 2003 — 2007
BBA, Finance, Investment & Banking and International Business - European Track
Baxter International Inc. June 2015 - Present
Mercury Fund December 2014 - March 2015
Robert W. Baird & Co. January 2013 - May 2014
Robert W. Baird & Co. July 2010 - December 2012
Robert W. Baird & Co. July 2007 - July 2010
Great Lakes Packaging Corporation 1998 - 2005
Skills
Equity Research, Financial Modeling, Equities, Financial Analysis, Valuation, Bloomberg, Venture Capital
Education
Northwestern University - Kellogg School of Management 2014 — 2015
Master of Business Administration (MBA), Management & Strategy, Entrepreneurship, Marketing
University of Wisconsin-Madison 2003 — 2007
BBA, Finance, Investment & Banking and International Business - European Track
Nick Heffron Nick Heffron's Robert W. Baird & Co. Experience September 2010 - November 2011
Job Application Developer
Industry Computer Software
Experience
Kamaka Air August 2015 - Present
Independent January 2015 - Present
GMR Marketing August 2012 - Present
Sylvania Soaring July 2013 - December 2014
US Navy November 2012 - 2013
Silgan Containers November 2011 - August 2012
Robert W. Baird & Co. September 2010 - November 2011
Compuware October 2008 - August 2010
Neumont University January 2007 - September 2008
Skills
T-SQL, ASP.NET, C#, Visual Studio, Microsoft SQL Server, WCF, LINQ, Agile Methodologies, XML, SSRS, XSLT, VB.NET, Visual Basic, MySQL, SharePoint, SSIS, Web Applications, SDLC, Databases, Integration
Education
Neumont University 2006 — 2008
BS, Computer Science
Kamaka Air August 2015 - Present
Independent January 2015 - Present
GMR Marketing August 2012 - Present
Sylvania Soaring July 2013 - December 2014
US Navy November 2012 - 2013
Silgan Containers November 2011 - August 2012
Robert W. Baird & Co. September 2010 - November 2011
Compuware October 2008 - August 2010
Neumont University January 2007 - September 2008
Skills
T-SQL, ASP.NET, C#, Visual Studio, Microsoft SQL Server, WCF, LINQ, Agile Methodologies, XML, SSRS, XSLT, VB.NET, Visual Basic, MySQL, SharePoint, SSIS, Web Applications, SDLC, Databases, Integration
Education
Neumont University 2006 — 2008
BS, Computer Science
Domonic Wiedenhoeft, MBA/MAHR's Robert W. Baird & Co. Experience September 2010 - December 2010
Job Sr. Talent Acquisition Generac Power Systems, Inc & Generac Mobile Products, Inc.
Industry Human Resources
Experience
Generac Power Systems December 2014 - Present
Johnson Controls February 2014 - December 2014
Rockwell Automation June 2013 - February 2014
Rockwell Automation February 2013 - February 2014
Henry Schein July 2012 - January 2013
The QTI Group December 2010 - July 2012
Wheaton Franciscan Healthcare December 2010 - January 2011
Robert W. Baird & Co. September 2010 - December 2010
Dust Free Cleaning Inc. June 1999 - September 2010
Skills
Talent Acquisition, Applicant Tracking..., Recruiting, Interviews, Sourcing, Job Descriptions, Onboarding, Talent Management, CRM, Employee Relations, Human Resources, Leadership, Personnel Management, Temporary Placement, Customer Service, Screening Resumes, Hiring, HRIS, Social Media, Strategic Planning, Training, Sales, Internet Recruiting, Negotiation, Account Management, Contract Recruitment, Technical Recruiting, College Recruiting, Microsoft Office, Performance Management, Team Building, Resume Writing, Team Leadership, Taleo, Employee Engagement, Strategic Sourcing, Executive Search, Building Relationships, Behavioral Interviewing, PowerPoint, Full-cycle Recruiting, Talent Development, Direct Recruiting, Sales Recruitment, BrassRing, Presentations, Social Marketing, LinkedIn, LinkedIn Recruiter, Social Media Marketing
Education
Ottawa University 2009 — 2011
Masters of Arts, Human Resources; Leadership and Management
University of Wisconsin-Milwaukee 2003 — 2007
Bachelors of Science, Sociology
Hamilton High school 1998 — 2002
High School Diploma, General Studies
Generac Power Systems December 2014 - Present
Johnson Controls February 2014 - December 2014
Rockwell Automation June 2013 - February 2014
Rockwell Automation February 2013 - February 2014
Henry Schein July 2012 - January 2013
The QTI Group December 2010 - July 2012
Wheaton Franciscan Healthcare December 2010 - January 2011
Robert W. Baird & Co. September 2010 - December 2010
Dust Free Cleaning Inc. June 1999 - September 2010
Skills
Talent Acquisition, Applicant Tracking..., Recruiting, Interviews, Sourcing, Job Descriptions, Onboarding, Talent Management, CRM, Employee Relations, Human Resources, Leadership, Personnel Management, Temporary Placement, Customer Service, Screening Resumes, Hiring, HRIS, Social Media, Strategic Planning, Training, Sales, Internet Recruiting, Negotiation, Account Management, Contract Recruitment, Technical Recruiting, College Recruiting, Microsoft Office, Performance Management, Team Building, Resume Writing, Team Leadership, Taleo, Employee Engagement, Strategic Sourcing, Executive Search, Building Relationships, Behavioral Interviewing, PowerPoint, Full-cycle Recruiting, Talent Development, Direct Recruiting, Sales Recruitment, BrassRing, Presentations, Social Marketing, LinkedIn, LinkedIn Recruiter, Social Media Marketing
Education
Ottawa University 2009 — 2011
Masters of Arts, Human Resources; Leadership and Management
University of Wisconsin-Milwaukee 2003 — 2007
Bachelors of Science, Sociology
Hamilton High school 1998 — 2002
High School Diploma, General Studies
Patrick Montani Patrick Montani's Robert W. Baird & Co. Experience October 2011 - Present
Job Vice President Fixed Income Capital Markets
Industry Financial Services
Experience
Robert W. Baird & Co. October 2011 - Present
Further Lane Securities April 2010 - October 2011
Bloomberg December 2006 - March 2010
Office of Congresswoman Ginny Brown-Waite April 2003 - April 2004
Skills
Fixed Income, Bloomberg, Series 7, Capital Markets, Bloomberg Terminal
Education
Penn State University 1998 — 2002
BA, Political Science
Robert W. Baird & Co. October 2011 - Present
Further Lane Securities April 2010 - October 2011
Bloomberg December 2006 - March 2010
Office of Congresswoman Ginny Brown-Waite April 2003 - April 2004
Skills
Fixed Income, Bloomberg, Series 7, Capital Markets, Bloomberg Terminal
Education
Penn State University 1998 — 2002
BA, Political Science
Thomas DeSouza Thomas DeSouza's Robert W. Baird & Co. Experience September 2011 - November 2013
Job Managing Director at Allegory Venture Partners
Industry Financial Services
Experience
Allegory Venture Partners November 2013 - Present
SemanticMD, Inc. July 2014 - Present
Willamette View Foundation 2012 - Present
Robert W. Baird & Co. September 2011 - November 2013
Morgan Stanley April 2010 - August 2011
FashionPeddler.com March 2008 - August 2010
Skills
Financial Analysis, Asset Allocation, Business Development, Valuation, Project Management, Retail, Finance, Retirement, Strategic Financial..., Investments, Wealth Management, Portfolio Management, Equities, Strategic Planning, Sales, Private Equity, Venture Capital, Management
Education
Portland State University - School of Business 2000 — 2005
Finance
Allegory Venture Partners November 2013 - Present
SemanticMD, Inc. July 2014 - Present
Willamette View Foundation 2012 - Present
Robert W. Baird & Co. September 2011 - November 2013
Morgan Stanley April 2010 - August 2011
FashionPeddler.com March 2008 - August 2010
Skills
Financial Analysis, Asset Allocation, Business Development, Valuation, Project Management, Retail, Finance, Retirement, Strategic Financial..., Investments, Wealth Management, Portfolio Management, Equities, Strategic Planning, Sales, Private Equity, Venture Capital, Management
Education
Portland State University - School of Business 2000 — 2005
Finance
Alexandra Bown Alexandra Bown's Robert W. Baird & Co. Experience December 2014 - Present
Job Client Relationship Assistant
Industry Financial Services
Experience
Robert W. Baird & Co. December 2014 - Present
Athlete Network February 2014 - May 2014
Noonans Restaurant May 2012 - August 2013
Rosecrance Health Network May 2012 - August 2012
Rockford Chamber of Commerce May 2011 - August 2011
Rockford Country Club May 2007 - August 2011
Skills
Press Releases, Marketing, PowerPoint, Customer Service, Editing, Retail, Facebook, Event Planning, Social Media, Social Networking, Public Speaking, Microsoft Word
Education
Saint Mary's College 2010 — 2014
Robert W. Baird & Co. December 2014 - Present
Athlete Network February 2014 - May 2014
Noonans Restaurant May 2012 - August 2013
Rosecrance Health Network May 2012 - August 2012
Rockford Chamber of Commerce May 2011 - August 2011
Rockford Country Club May 2007 - August 2011
Skills
Press Releases, Marketing, PowerPoint, Customer Service, Editing, Retail, Facebook, Event Planning, Social Media, Social Networking, Public Speaking, Microsoft Word
Education
Saint Mary's College 2010 — 2014
Gus Gonzalez's Robert W. Baird & Co. Experience January 2008 - January 2009
Job Solutions Engineer at Dell | vRanger | NetVault | DR4100 AppAssure
Industry Information Technology and Services
Experience
KeyPoint Government Solutions March 2012 - August 2012
AlliedBarton Security Services January 2010 - January 2011
AMERICAN SYSTEMS January 2008 - January 2011
AVcom January 2009 - January 2010
Robert W. Baird & Co. January 2008 - January 2009
Skills
Telecommunications..., Data Center..., Security, Analysis, Management, Disaster Recovery, Databases, Telecommunications, Wireless Networking, Home Automation, AppAssure, Network Design, Fiber Optics, Storage Virtualization, Cisco Certified, Netvault, Personal Protection, New Business Development, Storage Management, Virtualization, Recording Studio, Software Engineering, Video Editing, vRanger, DR4100, Salesforce.com, Copper Cabling, Video Camera, Backup Solutions, Symantec Backup, Data Center..., Vertex, Customer Service, Social Media Marketing, Project Management, Home Remodeling, Leadership, Account Management
Education
Monroe Technology Center 2006 — 2006
Computer Networking Administration, Networking Administration
Heritage High School
Advanced High School Diploma
Northern Virginia Community College
Bachelor, Business Administration
KeyPoint Government Solutions March 2012 - August 2012
AlliedBarton Security Services January 2010 - January 2011
AMERICAN SYSTEMS January 2008 - January 2011
AVcom January 2009 - January 2010
Robert W. Baird & Co. January 2008 - January 2009
Skills
Telecommunications..., Data Center..., Security, Analysis, Management, Disaster Recovery, Databases, Telecommunications, Wireless Networking, Home Automation, AppAssure, Network Design, Fiber Optics, Storage Virtualization, Cisco Certified, Netvault, Personal Protection, New Business Development, Storage Management, Virtualization, Recording Studio, Software Engineering, Video Editing, vRanger, DR4100, Salesforce.com, Copper Cabling, Video Camera, Backup Solutions, Symantec Backup, Data Center..., Vertex, Customer Service, Social Media Marketing, Project Management, Home Remodeling, Leadership, Account Management
Education
Monroe Technology Center 2006 — 2006
Computer Networking Administration, Networking Administration
Heritage High School
Advanced High School Diploma
Northern Virginia Community College
Bachelor, Business Administration
Shoaib Haroon Shoaib Haroon's Robert W. Baird & Co. Experience June 2011 - July 2012
Job Assistant Vice President: Strategy & Enterprise Solutions at Marsh
Industry Financial Services
Experience
Marsh July 2015 - Present
Marsh February 2014 - Present
Marsh August 2012 - January 2014
Robert W. Baird & Co. June 2011 - July 2012
Margolis Market Information Lab January 2010 - May 2011
University of Illinois August 2010 - December 2010
FTI CONSULTING/FD June 2010 - August 2010
MetLife June 2009 - August 2009
AIG May 2008 - August 2008
Skills
Financial Modeling, Analysis, Business Strategy, Corporate Finance, Strategy, Leadership, Management, Microsoft Excel, Equity Research, Project Planning, Valuation, Financial Analysis, Investor Relations, Research, Due Diligence, Financial Accounting, Accounting, PowerPoint, Insurance, Business Planning, Microsoft Office, Finance, Data Analysis, Consulting
Education
University of Illinois at Urbana-Champaign 2007 — 2011
Bachelor of Science (B.S.), Finance
RSM Erasmus University 2009 — 2009
Master of Science, Finance and Investments Rotterdam
Marsh July 2015 - Present
Marsh February 2014 - Present
Marsh August 2012 - January 2014
Robert W. Baird & Co. June 2011 - July 2012
Margolis Market Information Lab January 2010 - May 2011
University of Illinois August 2010 - December 2010
FTI CONSULTING/FD June 2010 - August 2010
MetLife June 2009 - August 2009
AIG May 2008 - August 2008
Skills
Financial Modeling, Analysis, Business Strategy, Corporate Finance, Strategy, Leadership, Management, Microsoft Excel, Equity Research, Project Planning, Valuation, Financial Analysis, Investor Relations, Research, Due Diligence, Financial Accounting, Accounting, PowerPoint, Insurance, Business Planning, Microsoft Office, Finance, Data Analysis, Consulting
Education
University of Illinois at Urbana-Champaign 2007 — 2011
Bachelor of Science (B.S.), Finance
RSM Erasmus University 2009 — 2009
Master of Science, Finance and Investments Rotterdam
Michael Trucco Michael Trucco's Robert W. Baird & Co. Experience 2014 - 2014
Job Senior Analyst, Middle Office Asset Services, Hedge Fund Services at Northern Trust Corporation
Industry Financial Services
Experience
Northern Trust Corporation July 2015 - Present
Coleman Law Firm June 2013 - January 2014
Robert W. Baird & Co. 2014 - 2014
Stamos & Trucco May 2011 - September 2012
Skills
Microsoft Excel, Microsoft Word, Legal Research, Public Speaking, Westlaw, Technical Support, PowerPoint, Research, Social Media
Education
Northwestern University 2011 — 2015
Fenwick High School 2007 — 2011
Northern Trust Corporation July 2015 - Present
Coleman Law Firm June 2013 - January 2014
Robert W. Baird & Co. 2014 - 2014
Stamos & Trucco May 2011 - September 2012
Skills
Microsoft Excel, Microsoft Word, Legal Research, Public Speaking, Westlaw, Technical Support, PowerPoint, Research, Social Media
Education
Northwestern University 2011 — 2015
Fenwick High School 2007 — 2011
Jacob Bodner Jacob Bodner's Robert W. Baird & Co. Experience June 2012 - September 2012
Job Analyst Alternative Investments at Northern Trust
Industry Financial Services
Experience
Northern Trust Corporation June 2013 - Present
Merrill Lynch September 2012 - December 2012
Robert W. Baird & Co. June 2012 - September 2012
Phi Delta Theta Fraternity January 2011 - April 2012
Phi Delta Theta Fraternity April 2010 - January 2011
JCC Rainbow Day Camp January 2010 - January 2011
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Bloomberg Terminal, PSN, Finance, Recruiting, Corporate Finance
Education
Northwestern University 2009 — 2013
Bachelor of Arts, Mathematics and Economics
Northern Trust Corporation June 2013 - Present
Merrill Lynch September 2012 - December 2012
Robert W. Baird & Co. June 2012 - September 2012
Phi Delta Theta Fraternity January 2011 - April 2012
Phi Delta Theta Fraternity April 2010 - January 2011
JCC Rainbow Day Camp January 2010 - January 2011
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Bloomberg Terminal, PSN, Finance, Recruiting, Corporate Finance
Education
Northwestern University 2009 — 2013
Bachelor of Arts, Mathematics and Economics
Archana Salvi's Robert W. Baird & Co. Experience December 2010 - May 2015
Job Corporate Recruiter
Industry Financial Services
Experience
Robert W. Baird & Co. December 2010 - May 2015
Northwestern Mutual September 2006 - March 2009
TRIO Solutions, LLC May 2005 - September 2006
Rockwell Automation January 2005 - December 2005
Skills
Employee Relations, Talent Management, Talent Acquisition, Performance Management, Strategic Planning, Affirmative Action, Vendor Management, Diversity Recruitment, Applicant Tracking..., Recruiting, Strategic Sourcing, Sourcing, Screening, Interviews, Interviewing, Hiring, Management, Internet Recruiting, Executive Search, Full-cycle Recruiting, Leadership
Education
Roosevelt University 2000 — 2002
BS
Robert W. Baird & Co. December 2010 - May 2015
Northwestern Mutual September 2006 - March 2009
TRIO Solutions, LLC May 2005 - September 2006
Rockwell Automation January 2005 - December 2005
Skills
Employee Relations, Talent Management, Talent Acquisition, Performance Management, Strategic Planning, Affirmative Action, Vendor Management, Diversity Recruitment, Applicant Tracking..., Recruiting, Strategic Sourcing, Sourcing, Screening, Interviews, Interviewing, Hiring, Management, Internet Recruiting, Executive Search, Full-cycle Recruiting, Leadership
Education
Roosevelt University 2000 — 2002
BS
Jeremy Fiser Jeremy Fiser's Robert W. Baird & Co. Experience July 2013 - Present
Job Associate at Robert W. Baird & Co.
Industry Investment Banking
Experience
Robert W. Baird & Co. July 2013 - Present
Robert W. Baird & Co. February 2010 - August 2011
FTI Consulting March 2007 - November 2009
KeyBanc Capital Markets July 2005 - March 2007
Education
Kellogg Graduate School of Management 2011 — 2013
Master of Business Administration (M.B.A.), Finance, Strategy, International Business, Social Enterprise, Management & Organizations
The Ohio State University 2002 — 2005
BSBA, Finance & Accounting
Robert W. Baird & Co. July 2013 - Present
Robert W. Baird & Co. February 2010 - August 2011
FTI Consulting March 2007 - November 2009
KeyBanc Capital Markets July 2005 - March 2007
Education
Kellogg Graduate School of Management 2011 — 2013
Master of Business Administration (M.B.A.), Finance, Strategy, International Business, Social Enterprise, Management & Organizations
The Ohio State University 2002 — 2005
BSBA, Finance & Accounting
Courtney Plaster-Strange Courtney Plaster-Strange's Robert W. Baird & Co. Experience July 2012 - June 2014
Job Associate at Winona Capital Management
Industry Venture Capital & Private Equity
Experience
Winona Capital Management July 2014 - Present
Robert W. Baird & Co. July 2012 - June 2014
Kentucky Country Day July 2010 - October 2011
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Financial Modeling, Valuation, Due Diligence
Education
Northwestern University 2006 — 2010
Bachelor of Arts, Communications and Business Institutions
University of Louisville 2010 — 2011
Post Baccalaureate Program, Heatlhcare Studies, 3.83
Winona Capital Management July 2014 - Present
Robert W. Baird & Co. July 2012 - June 2014
Kentucky Country Day July 2010 - October 2011
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Financial Modeling, Valuation, Due Diligence
Education
Northwestern University 2006 — 2010
Bachelor of Arts, Communications and Business Institutions
University of Louisville 2010 — 2011
Post Baccalaureate Program, Heatlhcare Studies, 3.83
Elena Popova Elena Popova's Robert W. Baird & Co. Experience September 2013 - April 2015
Job MBA Candidate, Kellogg School of Management at Northwestern University
Industry Financial Services
Experience
Northwestern University June 2015 - Present
Brideside April 2015 - June 2015
Robert W. Baird & Co. September 2013 - April 2015
The Kresge Foundation May 2011 - September 2013
Chrysler Group LLC May 2010 - August 2010
Business Scholars September 2007 - May 2010
Skills
Market Research, Strategy, Leadership, Investments, Financial Analysis, Economics, Financial Modeling, Portfolio Management, Microsoft Excel, Customer Service, Public Speaking, Alternative Investments, Equities, Fundraising, Venture Capital, Angel Investing
Education
Oakland University 2007 — 2011
B.S. Economics, B.S. Mathematics, B.S. Finance
Northwestern University June 2015 - Present
Brideside April 2015 - June 2015
Robert W. Baird & Co. September 2013 - April 2015
The Kresge Foundation May 2011 - September 2013
Chrysler Group LLC May 2010 - August 2010
Business Scholars September 2007 - May 2010
Skills
Market Research, Strategy, Leadership, Investments, Financial Analysis, Economics, Financial Modeling, Portfolio Management, Microsoft Excel, Customer Service, Public Speaking, Alternative Investments, Equities, Fundraising, Venture Capital, Angel Investing
Education
Oakland University 2007 — 2011
B.S. Economics, B.S. Mathematics, B.S. Finance
Zax Rosenberg, CFA Zax Rosenberg, CFA's Robert W. Baird & Co. Experience June 2014 - Present
Job Research Associate at Robert W. Baird & Co.
Industry Investment Management
Experience
Robert W. Baird & Co. June 2014 - Present
Roosevelt University's Walter E. Heller College of Business July 2012 - Present
TCS Group June 2013 - May 2014
MB Investments June 2010 - May 2013
Zax's Tutoring January 2005 - August 2011
Morgan Stanley Smith Barney February 2009 - October 2009
Skills
Excel, PowerPoint, Word, Outlook, Teaching, Tutoring, Performance Reporting, Hedge Funds, Investments, Alternative Investments, Entrepreneurship, Financial Modeling, Due Diligence, Private Equity, Venture Capital, Portfolio Management, Asset Management, Asset Allocation, Bloomberg, HTML, CSS, Network Administration, Finance, Securities, Financial Markets, Economics, Strategy, Analysis, Derivatives, Valuation, Microsoft Excel, Microsoft Word, Equities
Education
Roosevelt University 2007 — 2010
Bachelor's, Finance, Accounting, Philosophy
Robert W. Baird & Co. June 2014 - Present
Roosevelt University's Walter E. Heller College of Business July 2012 - Present
TCS Group June 2013 - May 2014
MB Investments June 2010 - May 2013
Zax's Tutoring January 2005 - August 2011
Morgan Stanley Smith Barney February 2009 - October 2009
Skills
Excel, PowerPoint, Word, Outlook, Teaching, Tutoring, Performance Reporting, Hedge Funds, Investments, Alternative Investments, Entrepreneurship, Financial Modeling, Due Diligence, Private Equity, Venture Capital, Portfolio Management, Asset Management, Asset Allocation, Bloomberg, HTML, CSS, Network Administration, Finance, Securities, Financial Markets, Economics, Strategy, Analysis, Derivatives, Valuation, Microsoft Excel, Microsoft Word, Equities
Education
Roosevelt University 2007 — 2010
Bachelor's, Finance, Accounting, Philosophy
Rich Meatto Rich Meatto's Robert W. Baird & Co. Experience April 2013 - Present
Job Trader at Robert W. Baird
Industry Financial Services
Experience
Robert W. Baird & Co. April 2013 - Present
Gleacher & Company March 2008 - April 2013
Gleacher & Company March 2008 - April 2013
BNY Capital Markets May 2004 - March 2008
Skills
Convertible Bonds, Distressed Debt, Equity Trading, Fixed Income, Trading, Private Equity, Reorg, Convertible Arbitrage, Convertible Securities, Microsoft Excel, Computer Repair, Series 63, Series 7, High Yield, High Yield Bonds, Special Situations, Options Strategies, Bloomberg Terminal
Education
Rutgers Business School 2001 — 2004
Bachelor's degree, Finance, General
Robert W. Baird & Co. April 2013 - Present
Gleacher & Company March 2008 - April 2013
Gleacher & Company March 2008 - April 2013
BNY Capital Markets May 2004 - March 2008
Skills
Convertible Bonds, Distressed Debt, Equity Trading, Fixed Income, Trading, Private Equity, Reorg, Convertible Arbitrage, Convertible Securities, Microsoft Excel, Computer Repair, Series 63, Series 7, High Yield, High Yield Bonds, Special Situations, Options Strategies, Bloomberg Terminal
Education
Rutgers Business School 2001 — 2004
Bachelor's degree, Finance, General
Christopher Larsen Christopher Larsen's Robert W. Baird & Co. Experience July 2011 - September 2012
Job Investment Banking Associate at Cleary Gull
Industry Investment Banking
Experience
Cleary Gull October 2013 - Present
Cleary Gull October 2012 - October 2013
Robert W. Baird & Co. July 2011 - September 2012
Metronome Partners LLC April 2010 - December 2010
Creative Enterprise Center April 2008 - May 2009
Diverse Options February 2007 - May 2009
Skills
Financial Modeling, Mergers, Equities, Investment Banking, Entrepreneurship, Corporate Finance, Financial Analysis, Restructuring, Valuation, Mergers & Acquisitions, Financial Reporting, Business Planning, Start-ups, Economics, Business Development, Private Equity, Finance
Education
University of Rochester - William E. Simon Graduate School of Business Administration 2009 — 2011
M.B.A., Finance
Ripon College 2005 — 2009
B.A., Mathematics, Economics, Business Administration
Cleary Gull October 2013 - Present
Cleary Gull October 2012 - October 2013
Robert W. Baird & Co. July 2011 - September 2012
Metronome Partners LLC April 2010 - December 2010
Creative Enterprise Center April 2008 - May 2009
Diverse Options February 2007 - May 2009
Skills
Financial Modeling, Mergers, Equities, Investment Banking, Entrepreneurship, Corporate Finance, Financial Analysis, Restructuring, Valuation, Mergers & Acquisitions, Financial Reporting, Business Planning, Start-ups, Economics, Business Development, Private Equity, Finance
Education
University of Rochester - William E. Simon Graduate School of Business Administration 2009 — 2011
M.B.A., Finance
Ripon College 2005 — 2009
B.A., Mathematics, Economics, Business Administration
Paul Rozek Paul Rozek's Robert W. Baird & Co. Experience November 2010 - December 2012
Job
Industry Accounting
Experience
Selden Fox, Ltd. December 2012 - Present
Robert W. Baird & Co. November 2010 - December 2012
Simpson Estates, Inc September 2007 - November 2010
Simpson Estates, Inc May 2002 - September 2007
Arthur Andersen 2000 - 2002
Education
Northwestern University - Kellogg School of Management 2003 — 2007
North Central College 1996 — 2001
DePaul
Selden Fox, Ltd. December 2012 - Present
Robert W. Baird & Co. November 2010 - December 2012
Simpson Estates, Inc September 2007 - November 2010
Simpson Estates, Inc May 2002 - September 2007
Arthur Andersen 2000 - 2002
Education
Northwestern University - Kellogg School of Management 2003 — 2007
North Central College 1996 — 2001
DePaul
Alyssa Schaefer's Robert W. Baird & Co. Experience May 2013 - August 2013
Job Technical Recruiter at Randstad Technologies US
Industry Staffing and Recruiting
Experience
Randstad Technologies US July 2014 - Present
School Datebooks March 2013 - May 2014
Robert W. Baird & Co. May 2013 - August 2013
Education
Purdue University 2010 — 2014
Bachelor's degree, Selling & Sales Management, Senior
Brookfield East High School
Randstad Technologies US July 2014 - Present
School Datebooks March 2013 - May 2014
Robert W. Baird & Co. May 2013 - August 2013
Education
Purdue University 2010 — 2014
Bachelor's degree, Selling & Sales Management, Senior
Brookfield East High School
Jeffrey Piper's Robert W. Baird & Co. Experience July 2000 - June 2004
Job Principal at Svoboda Capital Parnters LLC, a lower middlemarket private equity fund
Industry Financial Services
Experience
Svoboda Capital Partners LLC August 2004 - Present
Robert W. Baird & Co. July 2000 - June 2004
Education
Northwestern University - Kellogg School of Management 2007 — 2008
MBA, Finance/Management & Strategy
University of Illinois at Urbana-Champaign - College of Business 1996 — 2000
Svoboda Capital Partners LLC August 2004 - Present
Robert W. Baird & Co. July 2000 - June 2004
Education
Northwestern University - Kellogg School of Management 2007 — 2008
MBA, Finance/Management & Strategy
University of Illinois at Urbana-Champaign - College of Business 1996 — 2000
Ken Wang's Robert W. Baird & Co. Experience June 2014 - September 2014
Job Associate Analyst at First Analysis
Industry Financial Services
Experience
The University of Chicago Booth School of Business September 2013 - June 2015
Robert W. Baird & Co. June 2014 - September 2014
KKR December 2010 - January 2013
ING Investment Management March 2009 - November 2010
OppenheimerFunds March 2008 - January 2009
Oberlin Business Scholars Winter Term Program January 2007 - February 2007
Skills
Finance, Mutual Funds, Securities, FINRA, Financial Risk, Analysis, Financial Modeling, Equity Research, Investment Management, Valuation, Series 7, Investments, Portfolio Management, Equities, Due Diligence, Financial Analysis, Capital Markets, Corporate Finance, Private Equity, DCF Valuation
Education
The University of Chicago - Booth School of Business 2013 — 2015
Master of Business Administration (MBA), Accounting and Finance
Oberlin College 2003 — 2007
Bachelor of Arts (BA), Economics, East Asian Studies (Mandarin Chinese)
The American School in Japan 1997 — 2003
The University of Chicago Booth School of Business September 2013 - June 2015
Robert W. Baird & Co. June 2014 - September 2014
KKR December 2010 - January 2013
ING Investment Management March 2009 - November 2010
OppenheimerFunds March 2008 - January 2009
Oberlin Business Scholars Winter Term Program January 2007 - February 2007
Skills
Finance, Mutual Funds, Securities, FINRA, Financial Risk, Analysis, Financial Modeling, Equity Research, Investment Management, Valuation, Series 7, Investments, Portfolio Management, Equities, Due Diligence, Financial Analysis, Capital Markets, Corporate Finance, Private Equity, DCF Valuation
Education
The University of Chicago - Booth School of Business 2013 — 2015
Master of Business Administration (MBA), Accounting and Finance
Oberlin College 2003 — 2007
Bachelor of Arts (BA), Economics, East Asian Studies (Mandarin Chinese)
The American School in Japan 1997 — 2003
Hsuan-Pei Lin, CPA's Robert W. Baird & Co. Experience December 2010 - May 2013
Job Accounting and Finance Professional
Industry Financial Services
Experience
Digital Realty June 2015 - Present
UnitedHealth Group May 2013 - May 2015
Robert W. Baird & Co. December 2010 - May 2013
Telkonet July 2010 - December 2010
Kohl's Department Stores January 2009 - June 2010
Wipfli LLP October 2004 - December 2008
Coleman & Williams June 2001 - May 2003
Skills
Analysis, Accounting, Budgeting, Financial Reporting, Forecasting, Financial Analysis, Private Wealth..., Excel, Financial Modeling, Auditing, Economics, Financial Accounting, Audit, PeopleSoft, Financial Planning, Internal Controls, GAAP, Strategic Financial..., Finance, General Ledger, Variance Analysis
Education
University of Illinois at Urbana-Champaign - College of Business 2003 — 2004
Master of Science, Accountancy
University of Wisconsin-Milwaukee - School of Business Administration 1999 — 2001
MBA, Finance
National Taipei University 1995 — 1999
BA, Economics
Digital Realty June 2015 - Present
UnitedHealth Group May 2013 - May 2015
Robert W. Baird & Co. December 2010 - May 2013
Telkonet July 2010 - December 2010
Kohl's Department Stores January 2009 - June 2010
Wipfli LLP October 2004 - December 2008
Coleman & Williams June 2001 - May 2003
Skills
Analysis, Accounting, Budgeting, Financial Reporting, Forecasting, Financial Analysis, Private Wealth..., Excel, Financial Modeling, Auditing, Economics, Financial Accounting, Audit, PeopleSoft, Financial Planning, Internal Controls, GAAP, Strategic Financial..., Finance, General Ledger, Variance Analysis
Education
University of Illinois at Urbana-Champaign - College of Business 2003 — 2004
Master of Science, Accountancy
University of Wisconsin-Milwaukee - School of Business Administration 1999 — 2001
MBA, Finance
National Taipei University 1995 — 1999
BA, Economics
John McVoy's Robert W. Baird & Co. Experience June 2010 - Present
Job Assistant Vice President, AML Compliance Officer
Industry Investment Management
Experience
Robert W. Baird & Co. June 2010 - Present
US Bank July 2008 - June 2010
William Mitchell College of Law January 2008 - July 2008
FAF Advisors May 2007 - August 2007
Marshall and Ilsley Corporation 2002 - 2006
Education
William Mitchell College of Law 2006 — 2009
Law
University of Wisconsin-Eau Claire 2002 — 2006
B.A.
Robert W. Baird & Co. June 2010 - Present
US Bank July 2008 - June 2010
William Mitchell College of Law January 2008 - July 2008
FAF Advisors May 2007 - August 2007
Marshall and Ilsley Corporation 2002 - 2006
Education
William Mitchell College of Law 2006 — 2009
Law
University of Wisconsin-Eau Claire 2002 — 2006
B.A.
Larry Holzen's Robert W. Baird & Co. Experience July 2012 - Present
Job Associate Compliance Director AML
Industry Financial Services
Experience
Robert W. Baird & Co. July 2012 - Present
Financial Industry Regulatory Authority May 2010 - July 2012
Financial Industry Regulatory Authority April 1998 - April 2010
Bank One January 1997 - January 1998
Education
Saint Louis University
Bachelor of Science, Business Administration, Finance
The University of Chicago Booth School of Business
Master, Business Administration; Economics, Econometrics and Statistics, and Finance
Robert W. Baird & Co. July 2012 - Present
Financial Industry Regulatory Authority May 2010 - July 2012
Financial Industry Regulatory Authority April 1998 - April 2010
Bank One January 1997 - January 1998
Education
Saint Louis University
Bachelor of Science, Business Administration, Finance
The University of Chicago Booth School of Business
Master, Business Administration; Economics, Econometrics and Statistics, and Finance
Jason List's Robert W. Baird & Co. Experience February 2007 - February 2011
Job Principal at Isom Advisors, a Division of Urban Futures
Industry Financial Services
Experience
Isom Advisors, a Division of Urban Futures February 2012 - Present
KNN Public Finance February 2011 - February 2012
Robert W. Baird & Co. February 2007 - February 2011
Ross, Sinclaire & Associates November 2004 - January 2007
Seasongood Asset Management May 2003 - November 2004
Education
Northern Kentucky University 1997 — 2001
B.S., Marketing
Isom Advisors, a Division of Urban Futures February 2012 - Present
KNN Public Finance February 2011 - February 2012
Robert W. Baird & Co. February 2007 - February 2011
Ross, Sinclaire & Associates November 2004 - January 2007
Seasongood Asset Management May 2003 - November 2004
Education
Northern Kentucky University 1997 — 2001
B.S., Marketing
Joseph Carollo's Robert W. Baird & Co. Experience January 2003 - September 2007
Job Licensed Banker at JPMChase
Industry Financial Services
Experience
JPM Chase June 2010 - Present
First New York Securities November 2007 - March 2010
Robert W. Baird & Co. January 2003 - September 2007
Skills
Equities
Education
Nassau Community College
Liberal Arts
SUNY Farmingdale
Business Administration
JPM Chase June 2010 - Present
First New York Securities November 2007 - March 2010
Robert W. Baird & Co. January 2003 - September 2007
Skills
Equities
Education
Nassau Community College
Liberal Arts
SUNY Farmingdale
Business Administration
Emily Cannon's Robert W. Baird & Co. Experience October 2010 - January 2013
Job Director at Rockmill Financial Consulting, LLC
Industry Investment Banking
Experience
Rockmill Financial Consulting, LLC January 2013 - Present
Robert W. Baird & Co. October 2010 - January 2013
Fifth Third Securities June 2004 - October 2010
Fifth Third Bank 2002 - 2004
Skills
Series 7, Bonds, Public Finance, Financial Analysis, Series 63, Securities, Fixed Income, Budgeting and..., Research Projects, Finance, Investments, Investment Banking, Government, Financial Advisory, Budgets, Underwriting, Forecasting, Financial Modeling, Economic Development, Capital Markets, Bloomberg, Portfolio Management, FINRA, Valuation, Analysis, Asset Management, Mutual Funds, Equities, Credit, Credit Analysis, Corporate Finance, Structured Finance, Due Diligence, Wealth Management, Relationship Management, Banking, Derivatives, Alternative Investments
Education
Ohio Dominican University 2007 — 2009
Masters, Business Administration
Mount St. Joseph University 1997 — 2002
BS, Pyschology, Sociology
Rockmill Financial Consulting, LLC January 2013 - Present
Robert W. Baird & Co. October 2010 - January 2013
Fifth Third Securities June 2004 - October 2010
Fifth Third Bank 2002 - 2004
Skills
Series 7, Bonds, Public Finance, Financial Analysis, Series 63, Securities, Fixed Income, Budgeting and..., Research Projects, Finance, Investments, Investment Banking, Government, Financial Advisory, Budgets, Underwriting, Forecasting, Financial Modeling, Economic Development, Capital Markets, Bloomberg, Portfolio Management, FINRA, Valuation, Analysis, Asset Management, Mutual Funds, Equities, Credit, Credit Analysis, Corporate Finance, Structured Finance, Due Diligence, Wealth Management, Relationship Management, Banking, Derivatives, Alternative Investments
Education
Ohio Dominican University 2007 — 2009
Masters, Business Administration
Mount St. Joseph University 1997 — 2002
BS, Pyschology, Sociology
John Moore, CFA's Robert W. Baird & Co. Experience July 2005 - August 2010
Job Research Analyst at Skylands Capital, LLC
Industry Investment Management
Experience
Skylands Capital, LLC January 2014 - Present
C.L. King & Associates December 2011 - November 2013
CMJ Partners, LLC September 2010 - December 2011
Robert W. Baird & Co. July 2005 - August 2010
Aurora Investment Management June 2004 - September 2004
Skills
Financial Modeling, Investments, Industry Analysis, Equity Valuation, Equity Research, Capital Markets, Hedge Funds
Education
The University of Chicago - Booth School of Business 2008 — 2011
Master, Business Administration
Northwestern University 2001 — 2005
Bachelor of Science, Industrial Engineering
Skylands Capital, LLC January 2014 - Present
C.L. King & Associates December 2011 - November 2013
CMJ Partners, LLC September 2010 - December 2011
Robert W. Baird & Co. July 2005 - August 2010
Aurora Investment Management June 2004 - September 2004
Skills
Financial Modeling, Investments, Industry Analysis, Equity Valuation, Equity Research, Capital Markets, Hedge Funds
Education
The University of Chicago - Booth School of Business 2008 — 2011
Master, Business Administration
Northwestern University 2001 — 2005
Bachelor of Science, Industrial Engineering
Jennifer Roettgers's Robert W. Baird & Co. Experience October 2014 - Present
Job Financial Advisor The Bellehumeur, Buday, and Yost Group at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. October 2014 - Present
Robert W. Baird & Co. February 2013 - Present
Bank of the West August 2007 - December 2012
Clayton Corporation June 2007 - August 2007
TCF Bank May 2003 - March 2005
Skills
Loans, Mortgage Lending, Sales, Business Development, Banking, Customer Service, Securities, Credit, Small Business Lending, Training, Financial Analysis, Cash Management, Credit Analysis, Commercial Banking, Budgets, Accounting, Microsoft Excel, Sales Process, Consumer Lending, Team Leadership, Microsoft Office, Microsoft Word, Series 7
Education
Regis University 2011 — 2012
Masters of Science, Accounting
Regis University 2004 — 2008
Bachlors of Science, Finance, International Business, and Marketing
Robert W. Baird & Co. October 2014 - Present
Robert W. Baird & Co. February 2013 - Present
Bank of the West August 2007 - December 2012
Clayton Corporation June 2007 - August 2007
TCF Bank May 2003 - March 2005
Skills
Loans, Mortgage Lending, Sales, Business Development, Banking, Customer Service, Securities, Credit, Small Business Lending, Training, Financial Analysis, Cash Management, Credit Analysis, Commercial Banking, Budgets, Accounting, Microsoft Excel, Sales Process, Consumer Lending, Team Leadership, Microsoft Office, Microsoft Word, Series 7
Education
Regis University 2011 — 2012
Masters of Science, Accounting
Regis University 2004 — 2008
Bachlors of Science, Finance, International Business, and Marketing
Garrett Ponciroli's Robert W. Baird & Co. Experience January 2015 - Present
Job Tech Lead Database Administration,VP, MCP
Industry Financial Services
Experience
Robert W. Baird & Co. January 2015 - Present
Robert W. Baird November 2004 - January 2015
Robert W. Baird September 2003 - November 2004
Robert W. Baird December 2000 - November 2002
Michigan State University March 1996 - December 2000
Granite Solutions 1999 - 1999
Purdue University 1993 - 1996
Skills
Microsoft SQL Server, SSIS, SQL Tuning, SSRS, Database Administration, T-SQL, Software Development, Database Design, IIS, ETL, VBScript, SharePoint, Analysis Services, SQL, Microsoft CRM, Powershell, Virtualization, Azure, SSAS, High Availability..., SQL Clustering, SQL Server..., SQL Server 2014, SQL Server 2012, SQL Server 2008, SQL Server Performance..., Query Optimization, Database Optimization, SQL Server Licensing, DTS, Databases, Windows Server, Performance Tuning
Education
Purdue University 1993 — 1996
MS, Agronomy
Purdue University 1989 — 1993
BS, Environmental Science
Wawasee High School 1986 — 1989
Robert W. Baird & Co. January 2015 - Present
Robert W. Baird November 2004 - January 2015
Robert W. Baird September 2003 - November 2004
Robert W. Baird December 2000 - November 2002
Michigan State University March 1996 - December 2000
Granite Solutions 1999 - 1999
Purdue University 1993 - 1996
Skills
Microsoft SQL Server, SSIS, SQL Tuning, SSRS, Database Administration, T-SQL, Software Development, Database Design, IIS, ETL, VBScript, SharePoint, Analysis Services, SQL, Microsoft CRM, Powershell, Virtualization, Azure, SSAS, High Availability..., SQL Clustering, SQL Server..., SQL Server 2014, SQL Server 2012, SQL Server 2008, SQL Server Performance..., Query Optimization, Database Optimization, SQL Server Licensing, DTS, Databases, Windows Server, Performance Tuning
Education
Purdue University 1993 — 1996
MS, Agronomy
Purdue University 1989 — 1993
BS, Environmental Science
Wawasee High School 1986 — 1989
Michael Barina's Robert W. Baird & Co. Experience March 2014 - Present
Job Vice President at Robert W. Baird & Co.
Industry Investment Banking
Experience
Robert W. Baird & Co. March 2014 - Present
J.P. Morgan February 2014 - March 2014
J.P. Morgan July 2010 - January 2014
ZS Associates August 2005 - August 2008
Skills
Strategic Planning, Mergers & Acquisitions, Private Equity, Investment Banking, Financial Modeling, Valuation, Financial Analysis, Corporate Finance, Due Diligence, Corporate Development, Capital Markets, LBO, M, Business Valuation
Education
Northwestern University - Kellogg School of Management 2008 — 2010
MBA, Finance
University of Wisconsin-Madison 2000 — 2005
BS
Robert W. Baird & Co. March 2014 - Present
J.P. Morgan February 2014 - March 2014
J.P. Morgan July 2010 - January 2014
ZS Associates August 2005 - August 2008
Skills
Strategic Planning, Mergers & Acquisitions, Private Equity, Investment Banking, Financial Modeling, Valuation, Financial Analysis, Corporate Finance, Due Diligence, Corporate Development, Capital Markets, LBO, M, Business Valuation
Education
Northwestern University - Kellogg School of Management 2008 — 2010
MBA, Finance
University of Wisconsin-Madison 2000 — 2005
BS
Pam Hollinger's Robert W. Baird & Co. Experience July 2001 - March 2004
Job Director Marquette Wealth Management at Marquette Bank
Industry Financial Services
Experience
Marquette Bank 2013 - Present
Invest Financial@Marquette December 2009 - Present
CCO Invesments March 2004 - December 2009
Robert W. Baird & Co. July 2001 - March 2004
Invest June 1990 - July 2001
Robert Thomas/Raymond James March 1989 - May 1990
Merrill Lynch February 1985 - August 1988
Skills
Series 7, Retirement Planning, Wealth Management, Mutual Funds, Strategic Financial..., Investments, Fixed Annuities, Series 63, Retirement, Investment Advisory, Estate Planning, Securities, Financial Advisory, Asset Allocation, Portfolio Management, Uniform Combined State..., IRAs, 401k, Insurance
Education
Northwestern University 1974 — 1978
BA, Biology/Sociology
Northwestern University 1974 — 1976
BA, Biology/Sociology
Marquette Bank 2013 - Present
Invest Financial@Marquette December 2009 - Present
CCO Invesments March 2004 - December 2009
Robert W. Baird & Co. July 2001 - March 2004
Invest June 1990 - July 2001
Robert Thomas/Raymond James March 1989 - May 1990
Merrill Lynch February 1985 - August 1988
Skills
Series 7, Retirement Planning, Wealth Management, Mutual Funds, Strategic Financial..., Investments, Fixed Annuities, Series 63, Retirement, Investment Advisory, Estate Planning, Securities, Financial Advisory, Asset Allocation, Portfolio Management, Uniform Combined State..., IRAs, 401k, Insurance
Education
Northwestern University 1974 — 1978
BA, Biology/Sociology
Northwestern University 1974 — 1976
BA, Biology/Sociology
Alexander Sharif's Robert W. Baird & Co. Experience July 2015 - Present
Job Associate at Robert W. Baird & Co.
Industry Investment Banking
Experience
Robert W. Baird & Co. July 2015 - Present
SunTrust Robinson Humphrey June 2014 - August 2014
PepsiCo May 2011 - June 2013
PepsiCo June 2009 - May 2011
Thomson Reuters June 2008 - August 2008
UBS Wealth Management June 2007 - August 2007
Skills
PowerPoint, Microsoft Excel, Photoshop, Dreamweaver, Financial Analysis, Financial Modeling, Corporate Finance, Forecasting, Data Analysis, Business Strategy, Microsoft Office, Strategic Planning, Analysis, Financial Reporting, Finance, Microsoft Word, Budgets, Economics, Social Media, Event Planning, Research, Competitive Analysis, Strategic Financial..., Business Planning, Leadership
Education
University of Virginia - Darden Graduate School of Business Administration 2013 — 2015
Master of Business Administration (MBA), Business Administration and Management, General
New York University 2005 — 2009
B.A, Economics
Oratory Prep 2001 — 2005
Robert W. Baird & Co. July 2015 - Present
SunTrust Robinson Humphrey June 2014 - August 2014
PepsiCo May 2011 - June 2013
PepsiCo June 2009 - May 2011
Thomson Reuters June 2008 - August 2008
UBS Wealth Management June 2007 - August 2007
Skills
PowerPoint, Microsoft Excel, Photoshop, Dreamweaver, Financial Analysis, Financial Modeling, Corporate Finance, Forecasting, Data Analysis, Business Strategy, Microsoft Office, Strategic Planning, Analysis, Financial Reporting, Finance, Microsoft Word, Budgets, Economics, Social Media, Event Planning, Research, Competitive Analysis, Strategic Financial..., Business Planning, Leadership
Education
University of Virginia - Darden Graduate School of Business Administration 2013 — 2015
Master of Business Administration (MBA), Business Administration and Management, General
New York University 2005 — 2009
B.A, Economics
Oratory Prep 2001 — 2005
Gerald Reilly's Robert W. Baird & Co. Experience January 2012 - July 2014
Job Senior Vice President Global Settlement Manager at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. January 2012 - July 2014
Penson Financial Services September 2008 - January 2012
Jefferies & Company October 1993 - July 2008
Skills
Equities, Securities, Fixed Income, Prime Brokerage, Series 7, International Operations, Bloomberg, Back Office, International..., Options, Series 99, Hedge Funds, Trading, Series 63, Middle Office, Financial Services, FINRA, Financial Markets, Electronic Trading, Equity Trading, Settlement
Education
New York Institute of Technology 1986 — 1989
MBA, Finance
State University of New York College at Geneseo 1983 — 1985
BS, Finance
Robert W. Baird & Co. January 2012 - July 2014
Penson Financial Services September 2008 - January 2012
Jefferies & Company October 1993 - July 2008
Skills
Equities, Securities, Fixed Income, Prime Brokerage, Series 7, International Operations, Bloomberg, Back Office, International..., Options, Series 99, Hedge Funds, Trading, Series 63, Middle Office, Financial Services, FINRA, Financial Markets, Electronic Trading, Equity Trading, Settlement
Education
New York Institute of Technology 1986 — 1989
MBA, Finance
State University of New York College at Geneseo 1983 — 1985
BS, Finance
Kevin Andersen's Robert W. Baird & Co. Experience August 2013 - Present
Job Financial Advisor at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. August 2013 - Present
Vienna Beef January 2010 - August 2013
Vienna Beef January 2008 - January 2010
Vienna Beef September 2005 - September 2007
Uline 2005 - 2005
United States Navy 1993 - 2005
Education
Quinlan School of Business, Loyola University Chicago 2006 — 2008
MBA, Finance
United States Naval Academy 1989 — 1993
BS, Political Science
Robert W. Baird & Co. August 2013 - Present
Vienna Beef January 2010 - August 2013
Vienna Beef January 2008 - January 2010
Vienna Beef September 2005 - September 2007
Uline 2005 - 2005
United States Navy 1993 - 2005
Education
Quinlan School of Business, Loyola University Chicago 2006 — 2008
MBA, Finance
United States Naval Academy 1989 — 1993
BS, Political Science
Roberta Counley's Robert W. Baird & Co. Experience February 2005 - June 2006
Job Senior Registered Sales Assistant & Paraplanner
Industry Financial Services
Experience
Raymond James June 2006 - Present
Robert W. Baird & Co. February 2005 - June 2006
Genworth Financial Investment Services, Inc. July 2001 - December 2004
Bosch Rexroth January 1997 - July 2001
Education
Rock Valley College
Business Administration, Management and Operations
Raymond James June 2006 - Present
Robert W. Baird & Co. February 2005 - June 2006
Genworth Financial Investment Services, Inc. July 2001 - December 2004
Bosch Rexroth January 1997 - July 2001
Education
Rock Valley College
Business Administration, Management and Operations
Max Mann, CFA, CMT's Robert W. Baird & Co. Experience January 2014 - Present
Job Institutional Equity Sales at Robert W. Baird
Industry Capital Markets
Experience
Robert W. Baird & Co. January 2014 - Present
Robert W. Baird & Co. July 2008 - January 2014
Morgan Stanley Investment Management June 2007 - August 2007
Skills
Investment Banking, Equities, Securities, Investments, Equity Research, Series 7, Financial Modeling, Valuation, Capital Markets, Asset Managment, Portfolio Management, Hedge Funds, Alternative Investments, Financial Analysis, Fixed Income, Equity Valuation, Series 63, Mutual Funds
Education
Northwestern University 2004 — 2008
BA, Economics
Robert W. Baird & Co. January 2014 - Present
Robert W. Baird & Co. July 2008 - January 2014
Morgan Stanley Investment Management June 2007 - August 2007
Skills
Investment Banking, Equities, Securities, Investments, Equity Research, Series 7, Financial Modeling, Valuation, Capital Markets, Asset Managment, Portfolio Management, Hedge Funds, Alternative Investments, Financial Analysis, Fixed Income, Equity Valuation, Series 63, Mutual Funds
Education
Northwestern University 2004 — 2008
BA, Economics
Dave Louthan's Robert W. Baird & Co. Experience October 2011 - Present
Job Financial Advisor at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. October 2011 - Present
Wedbush Morgan Securities April 2002 - October 2011
Sutro & Co. Inc January 1996 - March 2002
Charter Investment Group, Inc. April 1995 - February 1999
U.S. Bancorp Securities February 1989 - March 1995
U. S. Bank March 1987 - February 1989
Dean Witter Reynolds, Inc. October 1983 - March 1987
Education
Western Oregon University 1972 — 1975
Bachelor of Science (BS), Education, General Sciences
Oregon Institute of Technology 1970 — 1972
Associate of Science (A.S.), Enviromental Health Technology
Robert W. Baird & Co. October 2011 - Present
Wedbush Morgan Securities April 2002 - October 2011
Sutro & Co. Inc January 1996 - March 2002
Charter Investment Group, Inc. April 1995 - February 1999
U.S. Bancorp Securities February 1989 - March 1995
U. S. Bank March 1987 - February 1989
Dean Witter Reynolds, Inc. October 1983 - March 1987
Education
Western Oregon University 1972 — 1975
Bachelor of Science (BS), Education, General Sciences
Oregon Institute of Technology 1970 — 1972
Associate of Science (A.S.), Enviromental Health Technology
Steve Stroker's Robert W. Baird & Co. Experience May 2013 - Present
Job Regional Director at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. May 2013 - Present
MorganStanleySmithBarney 2009 - 2011
Smith Barney March 2001 - October 2008
EF Hutton April 1983 - November 1989
Skills
Series 63, Series 7, Alternative Investments, Wealth Management, Retirement Planning, FINRA, Wealth Management..., Mutual Funds, Asset Allocation, Investments, Investment Advisory, Investment Strategies, Series 65, Series 24, Securities, Financial Advisory, ETFs, Uniform Combined State..., Asset Management, Investment Management, Equities, Strategic Financial..., Portfolio Management, 401k, Financial Services, Estate Planning, Retirement
Education
Northwestern University - Kellogg School of Management 1983 — 1986
Masters, Business
University of Illinois at Urbana-Champaign - College of Business 1977 — 1981
BS, Finance, Economics
Guildford High School 1974 — 1977
Rockford Guilford 1974 — 1977
High School
Robert W. Baird & Co. May 2013 - Present
MorganStanleySmithBarney 2009 - 2011
Smith Barney March 2001 - October 2008
EF Hutton April 1983 - November 1989
Skills
Series 63, Series 7, Alternative Investments, Wealth Management, Retirement Planning, FINRA, Wealth Management..., Mutual Funds, Asset Allocation, Investments, Investment Advisory, Investment Strategies, Series 65, Series 24, Securities, Financial Advisory, ETFs, Uniform Combined State..., Asset Management, Investment Management, Equities, Strategic Financial..., Portfolio Management, 401k, Financial Services, Estate Planning, Retirement
Education
Northwestern University - Kellogg School of Management 1983 — 1986
Masters, Business
University of Illinois at Urbana-Champaign - College of Business 1977 — 1981
BS, Finance, Economics
Guildford High School 1974 — 1977
Rockford Guilford 1974 — 1977
High School
Al Hassinger's Robert W. Baird & Co. Experience August 2013 - Present
Job Financial Advisor / Robert W. Baird
Industry Financial Services
Experience
Robert W. Baird & Co. August 2013 - Present
DNA Real Estate Holdings February 2012 - January 2013
Munder Capital Management January 2008 - February 2012
A.G. Edwards February 1997 - September 2008
Arnhold and S Bleischroder January 1996 - January 1997
Abaco International January 1993 - January 1996
Ord Minnett 1989 - 1993
Skills
Bloomberg, Equities, Trading, Charles River, FX Connect, Michigan Health and..., Finance, Fixed Income, Trading Strategies, Electronic Trading, Charles River IMS, Series 7, Series 63, Hedge Funds, Financial Services, Portfolio Management, CRM, Mutual Funds, Investments, FX Options, Financial Risk, Asset Management, ETFs
Education
Rutgers University
Bachelor's of Science, Economics
Rutgers University-New Brunswick
Bachelor of Applied Science (BASc), Economics
Robert W. Baird & Co. August 2013 - Present
DNA Real Estate Holdings February 2012 - January 2013
Munder Capital Management January 2008 - February 2012
A.G. Edwards February 1997 - September 2008
Arnhold and S Bleischroder January 1996 - January 1997
Abaco International January 1993 - January 1996
Ord Minnett 1989 - 1993
Skills
Bloomberg, Equities, Trading, Charles River, FX Connect, Michigan Health and..., Finance, Fixed Income, Trading Strategies, Electronic Trading, Charles River IMS, Series 7, Series 63, Hedge Funds, Financial Services, Portfolio Management, CRM, Mutual Funds, Investments, FX Options, Financial Risk, Asset Management, ETFs
Education
Rutgers University
Bachelor's of Science, Economics
Rutgers University-New Brunswick
Bachelor of Applied Science (BASc), Economics
Brian Burrell's Robert W. Baird & Co. Experience 2010 - 2010
Job Equity Research Analyst at Thornburg Investment Management
Industry Financial Services
Experience
Thornburg Investment Management August 2012 - Present
Thornburg Investment Management 2011 - 2011
Walker's Manual August 2009 - May 2010
Robert W. Baird & Co. 2010 - 2010
WSP February 2008 - March 2009
Emergent Global May 2008 - February 2009
Capital Newspaper 2008 - 2009
Fortune Newspaper January 2007 - February 2008
Reed College September 2005 - May 2006
US Department of Commerce May 2005 - September 2005
Skills
Research, Economics, Microsoft Excel, Microsoft Office, PowerPoint, Financial Analysis, Data Analysis, Financial Modeling, Statistics, SPSS, Market Research, Project Management, Qualitative Research, Social Media
Education
University of Wisconsin-Madison - School of Business 2010 — 2012
MBA, Applied Security Analysis Program
Chartered Financial Analyst Institute 2009 — 2011
Passed CFA Level III, Financial Analysis
Reed College 2002 — 2006
Bachelor of Arts, Economics
Reed College 2002 — 2006
BA, Economics
School for International Training 2004 — 2004
Political Economy, Amman, Jordan
USM 1998 — 2002
HS Diploma
Thornburg Investment Management August 2012 - Present
Thornburg Investment Management 2011 - 2011
Walker's Manual August 2009 - May 2010
Robert W. Baird & Co. 2010 - 2010
WSP February 2008 - March 2009
Emergent Global May 2008 - February 2009
Capital Newspaper 2008 - 2009
Fortune Newspaper January 2007 - February 2008
Reed College September 2005 - May 2006
US Department of Commerce May 2005 - September 2005
Skills
Research, Economics, Microsoft Excel, Microsoft Office, PowerPoint, Financial Analysis, Data Analysis, Financial Modeling, Statistics, SPSS, Market Research, Project Management, Qualitative Research, Social Media
Education
University of Wisconsin-Madison - School of Business 2010 — 2012
MBA, Applied Security Analysis Program
Chartered Financial Analyst Institute 2009 — 2011
Passed CFA Level III, Financial Analysis
Reed College 2002 — 2006
Bachelor of Arts, Economics
Reed College 2002 — 2006
BA, Economics
School for International Training 2004 — 2004
Political Economy, Amman, Jordan
USM 1998 — 2002
HS Diploma
Rick Wholey's Robert W. Baird & Co. Experience 2006 - Present
Job Director at Robert W. Baird & Co
Industry Financial Services
Experience
Robert W. Baird & Co. 2006 - Present
Wayne Hummer Investments 1983 - 2006
Skills
Investments
Education
Northern Illinois University 1979 — 1983
Bachelor of Science (BS), Finance
Robert W. Baird & Co. 2006 - Present
Wayne Hummer Investments 1983 - 2006
Skills
Investments
Education
Northern Illinois University 1979 — 1983
Bachelor of Science (BS), Finance
James Geraghty's Robert W. Baird & Co. Experience April 2013 - May 2014
Job Equipo Ventures LLC
Industry Venture Capital & Private Equity
Experience
Equipo Ventures June 2014 - Present
Robert W. Baird & Co. April 2013 - May 2014
Keefe, Bruyette & Woods August 2010 - November 2011
J.P. Morgan June 2009 - August 2009
Chapdelaine & Co. January 2001 - May 2004
CHM in Spanish Premier Ice Hockey League August 1996 - March 1997
The University of Alabama in Huntsville January 1995 - November 1995
Pembroke Lumberkings, Pikes Peak Miners, Springfield Olympics, Team New England September 1992 - January 1995
Education
New York University 2008 — 2010
MPA, Finance and Policy
Thunderbird School of Global Management 2005 — 2006
MBA, International Business
The New School 1999 — 2001
BA, Liberal Arts
Equipo Ventures June 2014 - Present
Robert W. Baird & Co. April 2013 - May 2014
Keefe, Bruyette & Woods August 2010 - November 2011
J.P. Morgan June 2009 - August 2009
Chapdelaine & Co. January 2001 - May 2004
CHM in Spanish Premier Ice Hockey League August 1996 - March 1997
The University of Alabama in Huntsville January 1995 - November 1995
Pembroke Lumberkings, Pikes Peak Miners, Springfield Olympics, Team New England September 1992 - January 1995
Education
New York University 2008 — 2010
MPA, Finance and Policy
Thunderbird School of Global Management 2005 — 2006
MBA, International Business
The New School 1999 — 2001
BA, Liberal Arts
Holly Powell's Robert W. Baird & Co. Experience March 2003 - June 2012
Job Administrative Assistant @ Victoria's Secret Corporate HQ
Industry Retail
Experience
Victoria's Secret March 2014 - Present
Victoria's Secret Corporate HQ June 2012 - Present
Robert W. Baird & Co. March 2003 - June 2012
KeyBanc Capital Markets January 2000 - January 2003
Skills
Administrative..., Outlook, Office Management, PowerPoint, Data Entry, Microsoft Excel, Event Planning, Microsoft Word, Customer Service, Microsoft Office, Lotus Notes, Access, Retail, Budgets, Marketing, Teamwork, Time Management, Editing, Event Management, Calendaring, Spreadsheets, Telephone Skills
Education
The Ohio State University 1991 — 1992
Education
Ohio University 1990 — 1991
Education
Watkins Memorial High School 1986 — 1990
Diploma, College prep
Victoria's Secret March 2014 - Present
Victoria's Secret Corporate HQ June 2012 - Present
Robert W. Baird & Co. March 2003 - June 2012
KeyBanc Capital Markets January 2000 - January 2003
Skills
Administrative..., Outlook, Office Management, PowerPoint, Data Entry, Microsoft Excel, Event Planning, Microsoft Word, Customer Service, Microsoft Office, Lotus Notes, Access, Retail, Budgets, Marketing, Teamwork, Time Management, Editing, Event Management, Calendaring, Spreadsheets, Telephone Skills
Education
The Ohio State University 1991 — 1992
Education
Ohio University 1990 — 1991
Education
Watkins Memorial High School 1986 — 1990
Diploma, College prep
Ryan Wickesberg's Robert W. Baird & Co. Experience July 2011 - January 2013
Job MBA Candidate, Kellogg School of Management, Northwestern University
Industry Financial Services
Experience
Northwestern Mutual Capital January 2013 - May 2015
Robert W. Baird & Co. July 2011 - January 2013
Piper Jaffray May 2010 - August 2010
Education
Northwestern University - Kellogg School of Management 2015 — 2016
Master of Business Administration (M.B.A.)
University of Wisconsin-Madison 2007 — 2011
Bachelor's Degree
Cedarburg High School
Northwestern Mutual Capital January 2013 - May 2015
Robert W. Baird & Co. July 2011 - January 2013
Piper Jaffray May 2010 - August 2010
Education
Northwestern University - Kellogg School of Management 2015 — 2016
Master of Business Administration (M.B.A.)
University of Wisconsin-Madison 2007 — 2011
Bachelor's Degree
Cedarburg High School
Eric Coldwell's Robert W. Baird & Co. Experience March 2003 - Present
Job Managing Director at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. March 2003 - Present
Prudential Securities January 2000 - February 2003
Wachovia Securities May 1995 - January 2000
Skills
Fundamental Analysis, Healthcare, Equity Research, Competitive Analysis, Management, Private Equity, Healthcare Information..., Venture Capital, Hedge Funds, Mergers & Acquisitions, Securities, Business Development, Corporate Finance, Financial Modeling, Equities, Capital Markets, Investment Banking, Due Diligence, Investments, Series 7
Education
Queens University of Charlotte 1996 — 2000
MBA, Finance
Wake Forest University 1990 — 1994
BA, Political Science
Brunswick High School 1986 — 1990
Robert W. Baird & Co. March 2003 - Present
Prudential Securities January 2000 - February 2003
Wachovia Securities May 1995 - January 2000
Skills
Fundamental Analysis, Healthcare, Equity Research, Competitive Analysis, Management, Private Equity, Healthcare Information..., Venture Capital, Hedge Funds, Mergers & Acquisitions, Securities, Business Development, Corporate Finance, Financial Modeling, Equities, Capital Markets, Investment Banking, Due Diligence, Investments, Series 7
Education
Queens University of Charlotte 1996 — 2000
MBA, Finance
Wake Forest University 1990 — 1994
BA, Political Science
Brunswick High School 1986 — 1990
Dan deCastro's Robert W. Baird & Co. Experience February 2014 - September 2014
Job Cross Asset Sales at RW Pressprich
Industry Financial Services
Experience
RW Pressprich & Co. January 2015 - Present
Robert W. Baird & Co. February 2014 - September 2014
RF Lafferty & Co., Inc February 2013 - January 2014
Imperial Capital, LLC January 2012 - June 2012
Citi August 2006 - November 2011
TD Waterhouse Capital Markets November 2001 - August 2006
Skills
Special Situations, Event Driven, Bankruptcy, Valuation, Equity Trading, Market Making, Electronic Trading, Emerging Markets, Private Equity, Restructuring, Credit, Hedge Funds
Education
Penn State University
RW Pressprich & Co. January 2015 - Present
Robert W. Baird & Co. February 2014 - September 2014
RF Lafferty & Co., Inc February 2013 - January 2014
Imperial Capital, LLC January 2012 - June 2012
Citi August 2006 - November 2011
TD Waterhouse Capital Markets November 2001 - August 2006
Skills
Special Situations, Event Driven, Bankruptcy, Valuation, Equity Trading, Market Making, Electronic Trading, Emerging Markets, Private Equity, Restructuring, Credit, Hedge Funds
Education
Penn State University
Jenelle Springer's Robert W. Baird & Co. Experience April 2014 - Present
Job
Industry Financial Services
Experience
Robert W. Baird & Co. April 2014 - Present
Education
University of Phoenix 2013 — 2017
Bachelor's degree, Business Administration and Management, General
Northern Virginia Community College 2004 — 2006
Psychology
Osbourn High School 2001 — 2003
High School Diploma, Regular/General High School/Secondary Diploma Program
Robert W. Baird & Co. April 2014 - Present
Education
University of Phoenix 2013 — 2017
Bachelor's degree, Business Administration and Management, General
Northern Virginia Community College 2004 — 2006
Psychology
Osbourn High School 2001 — 2003
High School Diploma, Regular/General High School/Secondary Diploma Program
Jacqueline Decker's Robert W. Baird & Co. Experience October 2008 - June 2012
Job Branch Service Manager at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management June 2012 - Present
Robert W. Baird & Co. October 2008 - June 2012
Skills
Uniform Combined State..., Retirement Planning, Series 65, Wealth Management, Asset Allocation, Mutual Funds, Investments, 401k Rollovers, FINRA
Education
Tottenville High School 1978 — 1982
Paradise Valley Community College
Certificate, Business Administration and Management, General
RBC Wealth Management June 2012 - Present
Robert W. Baird & Co. October 2008 - June 2012
Skills
Uniform Combined State..., Retirement Planning, Series 65, Wealth Management, Asset Allocation, Mutual Funds, Investments, 401k Rollovers, FINRA
Education
Tottenville High School 1978 — 1982
Paradise Valley Community College
Certificate, Business Administration and Management, General
Alan Redell, CFP®'s Robert W. Baird & Co. Experience February 2010 - Present
Job Financial Advisor at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. February 2010 - Present
H. C. Denison Co. January 2005 - February 2010
Forbes Evans Corp. 2001 - January 2005
M&I Brokerage Services, Inc. May 1997 - June 2001
Skills
Retirement Planning, IRAs, Investment Advisory, Wealth Management, Asset Allocation, Mutual Funds, 401k, Estate Planning, Strategic Financial..., Investments, Investment Management, Investment Strategies, Alternative Investments, Financial Planners, Asset Managment
Education
Royal Melbourne Institute of Technology 1988 — 1992
Bachelor of Business Administration (B.B.A.), Major: Logistics Management, Minor: Marketing
Washington University in St. Louis 1987 — 1987
Mechanical Engineering
Robert W. Baird & Co. February 2010 - Present
H. C. Denison Co. January 2005 - February 2010
Forbes Evans Corp. 2001 - January 2005
M&I Brokerage Services, Inc. May 1997 - June 2001
Skills
Retirement Planning, IRAs, Investment Advisory, Wealth Management, Asset Allocation, Mutual Funds, 401k, Estate Planning, Strategic Financial..., Investments, Investment Management, Investment Strategies, Alternative Investments, Financial Planners, Asset Managment
Education
Royal Melbourne Institute of Technology 1988 — 1992
Bachelor of Business Administration (B.B.A.), Major: Logistics Management, Minor: Marketing
Washington University in St. Louis 1987 — 1987
Mechanical Engineering
Chris Armour's Robert W. Baird & Co. Experience February 2013 - October 2013
Job Asset Management, Investment Professional
Industry Investment Management
Experience
Resource Land Holdings, LLC June 2015 - Present
Miller Frishman Group October 2013 - May 2015
Robert W. Baird & Co. February 2013 - October 2013
TIAA-CREF June 2012 - November 2012
Charles Schwab June 2011 - June 2012
Skills
Investments, Asset Management, Equity Research, Investment Strategies, Financial Modeling, Investment Properties, DCF Valuation, Equities, Microsoft Excel, Securities, Real Estate, Debt & Equity Financing, Asset Allocation, Real Estate Financing, Series 7, Series 63, PowerPoint, Finance, Valuation, Portfolio Management, Private Equity
Education
University of Denver 2013 — 2016
Bachelor of Applied Science (BASc), Finance, General
Regis University 2012 — 2013
Accounting and Finance
Resource Land Holdings, LLC June 2015 - Present
Miller Frishman Group October 2013 - May 2015
Robert W. Baird & Co. February 2013 - October 2013
TIAA-CREF June 2012 - November 2012
Charles Schwab June 2011 - June 2012
Skills
Investments, Asset Management, Equity Research, Investment Strategies, Financial Modeling, Investment Properties, DCF Valuation, Equities, Microsoft Excel, Securities, Real Estate, Debt & Equity Financing, Asset Allocation, Real Estate Financing, Series 7, Series 63, PowerPoint, Finance, Valuation, Portfolio Management, Private Equity
Education
University of Denver 2013 — 2016
Bachelor of Applied Science (BASc), Finance, General
Regis University 2012 — 2013
Accounting and Finance
SangWoo Park, CFA's Robert W. Baird & Co. Experience February 2009 - Present
Job MBS Fixed Income Strategist at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. February 2009 - Present
RBC Capital Markets June 2006 - January 2009
Skills
Agency MBS, Non-Agency RMBS, Agency CMBS, Agency Callable, CMBS, ABS, Intex, YieldBook, CPRCDR, Bloomberg, Excel/Access VBA, MS SQL, Matlab, Regression Analysis
Education
The University of Chicago - Booth School of Business
Master of Business Administration (MBA), Finance, Analytic Finance
Northwestern University
Bachelor's Degree, Economics, Business Institution
Robert W. Baird & Co. February 2009 - Present
RBC Capital Markets June 2006 - January 2009
Skills
Agency MBS, Non-Agency RMBS, Agency CMBS, Agency Callable, CMBS, ABS, Intex, YieldBook, CPRCDR, Bloomberg, Excel/Access VBA, MS SQL, Matlab, Regression Analysis
Education
The University of Chicago - Booth School of Business
Master of Business Administration (MBA), Finance, Analytic Finance
Northwestern University
Bachelor's Degree, Economics, Business Institution
Anthony Miceli's Robert W. Baird & Co. Experience June 2006 - February 2013
Job Vice President at Speer Financial, Inc.
Industry Capital Markets
Experience
Speer Financial, Inc. February 2013 - Present
Robert W. Baird & Co. June 2006 - February 2013
Skills
Fixed Income, Bonds, Financial Modeling, Financial Analysis, Securities, Investments, Budgets, Capital Markets
Education
North Central College 2002 — 2006
Bachelor of Science (BS), Finance and Economics, Double Major
Speer Financial, Inc. February 2013 - Present
Robert W. Baird & Co. June 2006 - February 2013
Skills
Fixed Income, Bonds, Financial Modeling, Financial Analysis, Securities, Investments, Budgets, Capital Markets
Education
North Central College 2002 — 2006
Bachelor of Science (BS), Finance and Economics, Double Major
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.