Robert W. Baird & Co.
Industry: Financial services company
DescriptionRobert W. Baird & Co. is an American multinational independent investment bank and financial services company. Headquarters: Wisconsin, United States CEO: Steven Booth Chairperson: Paul E. Purcell Revenue: 1.2 billion USD (2014) Number of employees: 3,100 Subsidiaries: Baird Advisors, M. Griffith Investment Services, Inc.,
Robert W. Baird & Co. List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Robert W. Baird & Co.. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Robert W. Baird & Co. Salaries. You can even request information on how much does Robert W. Baird & Co. pay if you want to. Learn about salaries, pros and cons of working for Robert W. Baird & Co. directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
1,720 Robert W. Baird & Co. employees in database. Find out everything there's to know about Robert W. Baird & Co. employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Robert W. Baird & Co. Employees
Employee
Years
Job
Industry
John Melson John Melson's Robert W. Baird & Co. Experience October 2012 - December 2012
Job Student at Texas A&M University Mays Business School
Industry Financial Services
Experience
Robert W. Baird & Co. October 2012 - December 2012
Transwestern June 2011 - August 2011
Skills
PowerPoint, Microsoft Office, Leadership, Microsoft Excel, Public Speaking
Education
Texas A&M University - Mays Business School 2009 — 2014
Bachelor's Degree, Finance
Robert W. Baird & Co. October 2012 - December 2012
Transwestern June 2011 - August 2011
Skills
PowerPoint, Microsoft Office, Leadership, Microsoft Excel, Public Speaking
Education
Texas A&M University - Mays Business School 2009 — 2014
Bachelor's Degree, Finance
Blake Tilley Blake Tilley's Robert W. Baird & Co. Experience June 2015 - August 2015
Job Neeley Fellow and Finance/Accounting Major at Texas Christian University
Industry Investment Banking
Experience
Robert W. Baird & Co. June 2015 - August 2015
CA Partners, LLC January 2014 - May 2015
Morgan Stanley June 2013 - August 2013
Total Assessment Solutions Corp June 2012 - August 2012
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Access, Teamwork, Microsoft Office, Research, English, Windows, Time Management, Public Speaking, Data Entry, Event Planning
Education
Texas Christian University - M.J. Neeley School of Business 2012 — 2016
Bachelor's Degree, Finance and Accounting
Robert W. Baird & Co. June 2015 - August 2015
CA Partners, LLC January 2014 - May 2015
Morgan Stanley June 2013 - August 2013
Total Assessment Solutions Corp June 2012 - August 2012
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Access, Teamwork, Microsoft Office, Research, English, Windows, Time Management, Public Speaking, Data Entry, Event Planning
Education
Texas Christian University - M.J. Neeley School of Business 2012 — 2016
Bachelor's Degree, Finance and Accounting
Chris Trick Chris Trick's Robert W. Baird & Co. Experience July 2007 - January 2009
Job Vice President at Pritzker Group
Industry Higher Education
Experience
Pritzker Group January 2014 - Present
KRG Capital Partners July 2009 - July 2012
Kalamazoo Wings (Professional Hockey Team) January 2009 - April 2009
Robert W. Baird & Co. July 2007 - January 2009
Utah Grizzlies (Professional Hockey Team) September 2006 - April 2007
Skills
Private Equity, Financial Modeling, Due Diligence, Financial Reporting, Microsoft Office, Budgeting
Education
The University of Chicago - Booth School of Business 2012 — 2014
Master of Business Administration, Entrepreneurship, Accounting, Managerial & Organizational Behavior
University of Notre Dame 2002 — 2006
Bachelor of Business Administration, Finance
Pritzker Group January 2014 - Present
KRG Capital Partners July 2009 - July 2012
Kalamazoo Wings (Professional Hockey Team) January 2009 - April 2009
Robert W. Baird & Co. July 2007 - January 2009
Utah Grizzlies (Professional Hockey Team) September 2006 - April 2007
Skills
Private Equity, Financial Modeling, Due Diligence, Financial Reporting, Microsoft Office, Budgeting
Education
The University of Chicago - Booth School of Business 2012 — 2014
Master of Business Administration, Entrepreneurship, Accounting, Managerial & Organizational Behavior
University of Notre Dame 2002 — 2006
Bachelor of Business Administration, Finance
Jean Wolfe Jean Wolfe's Robert W. Baird & Co. Experience January 2014 - Present
Job Vice President at Robert W. Baird & Co.
Industry Investment Management
Experience
Robert W. Baird & Co. January 2014 - Present
CliftonLarsonAllen November 2008 - November 2013
CliftonLarsonAllen Wealth Advisors, LLC February 2004 - November 2013
Piper Jaffray 1998 - 2004
Skills
Estate Planning, Strategic Financial..., Retirement Planning, Series 7, Insurance, Wealth Management, Investments, Investment Advisory, Portfolio Management, Wealth, Life Insurance, Variable Annuities, Personal Financial..., Fixed Annuities
Education
St. Cloud State University 1979 — 1983
B.S., Marketing, Finance
Robert W. Baird & Co. January 2014 - Present
CliftonLarsonAllen November 2008 - November 2013
CliftonLarsonAllen Wealth Advisors, LLC February 2004 - November 2013
Piper Jaffray 1998 - 2004
Skills
Estate Planning, Strategic Financial..., Retirement Planning, Series 7, Insurance, Wealth Management, Investments, Investment Advisory, Portfolio Management, Wealth, Life Insurance, Variable Annuities, Personal Financial..., Fixed Annuities
Education
St. Cloud State University 1979 — 1983
B.S., Marketing, Finance
Antonio J. Armas Antonio J. Armas's Robert W. Baird & Co. Experience August 2012 - May 2013
Job Data Analyst at Cardinal Health. Passionate about talent development, process improvement, and community service.
Industry Hospital & Health Care
Experience
Cardinal Health June 2015 - Present
Nationwide Insurance May 2014 - May 2015
The Ohio State University September 2012 - May 2014
Robert W. Baird & Co. August 2012 - May 2013
Skills
Public Speaking, Analysis, Data Analysis, Research, Regression Models, Microsoft Excel, Leadership, Regression Testing, Economics, Business Strategy, Regression Analysis, Teamwork, Investments, Microsoft Office, Econometrics, Private Equity, Thomson One, Fundraising, Naviplan, Financial Analysis, Financial Research, Strategic Planning, Financial Reporting, PowerPoint, Event Planning, Financial Modeling, Morningstar, Data Mining, Data Modeling, Social Media, Business Analysis, Fluency in Spanish, Mathematics, Microsoft CRM, Eviews, Manage Client..., Compliance, social, Communication, Statistics, Access, ANOVA, Cluster Analysis, SunGard, Credit Risk, Matlab, SAS, SAP ERP, Pivot Tables
Education
The Ohio State University 2010 — 2015
Bachelor of Science (B.S.), Economics, GPA: 3.02/4
The Ohio State University 2010 — 2015
Bachelor of Science (B.S.), Theoretical Mathematics, GPA: 3.02/4
Cardinal Health June 2015 - Present
Nationwide Insurance May 2014 - May 2015
The Ohio State University September 2012 - May 2014
Robert W. Baird & Co. August 2012 - May 2013
Skills
Public Speaking, Analysis, Data Analysis, Research, Regression Models, Microsoft Excel, Leadership, Regression Testing, Economics, Business Strategy, Regression Analysis, Teamwork, Investments, Microsoft Office, Econometrics, Private Equity, Thomson One, Fundraising, Naviplan, Financial Analysis, Financial Research, Strategic Planning, Financial Reporting, PowerPoint, Event Planning, Financial Modeling, Morningstar, Data Mining, Data Modeling, Social Media, Business Analysis, Fluency in Spanish, Mathematics, Microsoft CRM, Eviews, Manage Client..., Compliance, social, Communication, Statistics, Access, ANOVA, Cluster Analysis, SunGard, Credit Risk, Matlab, SAS, SAP ERP, Pivot Tables
Education
The Ohio State University 2010 — 2015
Bachelor of Science (B.S.), Economics, GPA: 3.02/4
The Ohio State University 2010 — 2015
Bachelor of Science (B.S.), Theoretical Mathematics, GPA: 3.02/4
Rick Bunting Rick Bunting's Robert W. Baird & Co. Experience 2014 - 2014
Job Collateral Analyst
Industry Banking
Experience
B of I Federal Bank April 2015 - Present
Robert W. Baird & Co. 2014 - 2014
Stream Global Services July 2013 - August 2013
Skills
Event Management, Event Planning, Facebook, Marketing Strategy, Sales, Social Networking
Education
San Diego State University-California State University 2010 — 2014
Bachelor's Degree, Finance
The London School of Economics and Political Science (LSE)
University of California, San Diego
Business Productivity Using Excel
B of I Federal Bank April 2015 - Present
Robert W. Baird & Co. 2014 - 2014
Stream Global Services July 2013 - August 2013
Skills
Event Management, Event Planning, Facebook, Marketing Strategy, Sales, Social Networking
Education
San Diego State University-California State University 2010 — 2014
Bachelor's Degree, Finance
The London School of Economics and Political Science (LSE)
University of California, San Diego
Business Productivity Using Excel
Alan M. Harris Alan M. Harris's Robert W. Baird & Co. Experience March 2013 - November 2013
Job Entrepreneur
Industry Health, Wellness and Fitness
Experience
Strong Coffee Company November 2014 - Present
Urban Caveman LLC July 2013 - Present
Robert W. Baird & Co. March 2013 - November 2013
Deloitte and Touche L.L.P September 2011 - March 2013
Deloitte September 2009 - December 2009
Enterprise Products May 2009 - August 2009
Skills
Financial Analysis, Accounting, Financial Modeling, Risk Assessment, Business Process Design, Finance, Enterprise Risk..., Entrepreneurship, Food Service, CPA, Financial Services, Auditing, Microsoft Office
Education
Texas A&M University - Mays Business School 2010 — 2011
MS, Finance
Texas A&M University - Mays Business School 2006 — 2010
BBA, Accounting
Strong Coffee Company November 2014 - Present
Urban Caveman LLC July 2013 - Present
Robert W. Baird & Co. March 2013 - November 2013
Deloitte and Touche L.L.P September 2011 - March 2013
Deloitte September 2009 - December 2009
Enterprise Products May 2009 - August 2009
Skills
Financial Analysis, Accounting, Financial Modeling, Risk Assessment, Business Process Design, Finance, Enterprise Risk..., Entrepreneurship, Food Service, CPA, Financial Services, Auditing, Microsoft Office
Education
Texas A&M University - Mays Business School 2010 — 2011
MS, Finance
Texas A&M University - Mays Business School 2006 — 2010
BBA, Accounting
Christopher Poole's Robert W. Baird & Co. Experience July 2015 - Present
Job Investment Banking Associate at Robert W. Baird
Industry Investment Banking
Experience
Robert W. Baird & Co. July 2015 - Present
Lazard June 2013 - July 2015
Training The Street December 2012 - June 2013
The Chicago Corporation March 2012 - January 2013
Chismond Management Corp January 2008 - December 2010
Advantage Mortgage Consulting January 2003 - December 2007
Skills
Investment Banking, Financial Modeling, Valuation, Mergers, LBO, Due Diligence, Private Equity, Corporate Finance, Corporate Development, Divestitures, Finance, Mergers, Financial Analysis, Banking, Strategic Planning
Education
The University of Chicago - Booth School of Business 2010 — 2012
Master, Business Administration; Accounting, Finance, and Entrepreneurship
University of Missouri-Columbia
BS, Electrical Engineering
University of Missouri-Columbia
BS, Computer Engineering
Robert W. Baird & Co. July 2015 - Present
Lazard June 2013 - July 2015
Training The Street December 2012 - June 2013
The Chicago Corporation March 2012 - January 2013
Chismond Management Corp January 2008 - December 2010
Advantage Mortgage Consulting January 2003 - December 2007
Skills
Investment Banking, Financial Modeling, Valuation, Mergers, LBO, Due Diligence, Private Equity, Corporate Finance, Corporate Development, Divestitures, Finance, Mergers, Financial Analysis, Banking, Strategic Planning
Education
The University of Chicago - Booth School of Business 2010 — 2012
Master, Business Administration; Accounting, Finance, and Entrepreneurship
University of Missouri-Columbia
BS, Electrical Engineering
University of Missouri-Columbia
BS, Computer Engineering
Cory Michaud Cory Michaud's Robert W. Baird & Co. Experience June 2009 - August 2009
Job Advisor, Specialty Solutions Deal Management and Profitability Analysis at Cardinal Health
Industry Consumer Goods
Experience
Cardinal Health July 2015 - Present
Cardinal Health August 2013 - July 2015
Scotts Miracle-Gro June 2011 - August 2013
The Scotts Miracle-Gro Company June 2010 - October 2011
CertaPro Painters April 2009 - October 2009
Robert W. Baird & Co. June 2009 - August 2009
Skills
Sarbanes-Oxley Act, Auditing, Internal Audit, Internal Controls, SAP, Analysis, Process Improvement, Sarbanes-Oxley, Forecasting, Financial Reporting, Cross-functional Team..., Budgets, Financial Analysis, Leadership, Management, Strategic Planning
Education
The Ohio State University - The Max M. Fisher College of Business 2007 — 2011
Bachelor of Science, Finance
Cardinal Health July 2015 - Present
Cardinal Health August 2013 - July 2015
Scotts Miracle-Gro June 2011 - August 2013
The Scotts Miracle-Gro Company June 2010 - October 2011
CertaPro Painters April 2009 - October 2009
Robert W. Baird & Co. June 2009 - August 2009
Skills
Sarbanes-Oxley Act, Auditing, Internal Audit, Internal Controls, SAP, Analysis, Process Improvement, Sarbanes-Oxley, Forecasting, Financial Reporting, Cross-functional Team..., Budgets, Financial Analysis, Leadership, Management, Strategic Planning
Education
The Ohio State University - The Max M. Fisher College of Business 2007 — 2011
Bachelor of Science, Finance
Steve Perritt, CFA, CFP's Robert W. Baird & Co. Experience October 2004 - August 2011
Job Senior Portfolio Manager at Northern Trust Asset Management
Industry Investment Management
Experience
Northern Trust Asset Management November 2013 - Present
Cleary Gull August 2011 - November 2013
Robert W. Baird & Co. October 2004 - August 2011
William Blair & Company April 2000 - October 2004
Northern Trust June 1996 - April 2000
Skills
Professional Portfolio..., Certified Financial..., Chartered Financial..., Equities, Retirement Planning, High Net Worth..., Family Office, Series 7, Asset Allocation, Mutual Funds, Wealth Management, Investment Advisory, Alternative Investments, Securities, Portfolio Management, Strategy, Investments, Asset Management, Valuation, Hedge Funds, Strategic Financial...
Education
University of Illinois at Urbana-Champaign 1990 — 1992
Master's degree, Finance, General
The Citadel 1986 — 1990
Bachelor of Arts (B.A.)
Stevenson High School 1982 — 1986
Northern Trust Asset Management November 2013 - Present
Cleary Gull August 2011 - November 2013
Robert W. Baird & Co. October 2004 - August 2011
William Blair & Company April 2000 - October 2004
Northern Trust June 1996 - April 2000
Skills
Professional Portfolio..., Certified Financial..., Chartered Financial..., Equities, Retirement Planning, High Net Worth..., Family Office, Series 7, Asset Allocation, Mutual Funds, Wealth Management, Investment Advisory, Alternative Investments, Securities, Portfolio Management, Strategy, Investments, Asset Management, Valuation, Hedge Funds, Strategic Financial...
Education
University of Illinois at Urbana-Champaign 1990 — 1992
Master's degree, Finance, General
The Citadel 1986 — 1990
Bachelor of Arts (B.A.)
Stevenson High School 1982 — 1986
Keith I. Levitt, CFP® Keith I. Levitt, CFP®'s Robert W. Baird & Co. Experience February 2009 - Present
Job Senior Investment Consultant at Robert W. Baird & Co. / CERTIFIED FINANCIAL PLANNER™
Industry Financial Services
Experience
Robert W. Baird & Co. February 2009 - Present
Morgan Stanley February 2006 - February 2009
Legg Mason March 1999 - February 2006
Skills
Retirement Planning, Portfolio Management, Wealth Management, Asset Allocation, Investments, Financial Services, Finance, Investment Advisory, Series 7, Mutual Funds, Series 63, Financial Planning, Insurance, Small Business
Education
Syracuse University - Martin J. Whitman School of Management 1988 — 1992
Bachelor of Science (B.S.), Marketing
Owings Mills High School 1983 — 1988
Diploma
Robert W. Baird & Co. February 2009 - Present
Morgan Stanley February 2006 - February 2009
Legg Mason March 1999 - February 2006
Skills
Retirement Planning, Portfolio Management, Wealth Management, Asset Allocation, Investments, Financial Services, Finance, Investment Advisory, Series 7, Mutual Funds, Series 63, Financial Planning, Insurance, Small Business
Education
Syracuse University - Martin J. Whitman School of Management 1988 — 1992
Bachelor of Science (B.S.), Marketing
Owings Mills High School 1983 — 1988
Diploma
Dan McIntosh Dan McIntosh's Robert W. Baird & Co. Experience September 2007 - October 2010
Job Consultant Private Equity Performance Improvement at Alvarez & Marsal
Industry Retail
Experience
Alvarez & Marsal February 2014 - Present
Target June 2012 - January 2014
Target September 2010 - July 2012
Robert W. Baird & Co. September 2007 - October 2010
GE Healthcare September 2007 - October 2008
GE Healthcare July 2005 - August 2007
General Mills 2003 - 2004
GE Plastics 2000 - 2003
Cargill 2000 - 2000
Skills
Cross-functional Team..., Process Improvement, Financial Modeling, Financial Analysis, Forecasting, Six Sigma, Competitive Analysis, Project Management, Strategic Planning, Product Development, Business Strategy, Leadership, Lean Manufacturing, Operations Management, Manufacturing
Education
The University of Chicago Booth School of Business 2007 — 2010
MBA, Finance, Strategy, General Management
University of Wisconsin-Madison 1999 — 2005
BS, Chemical Engineering
Alvarez & Marsal February 2014 - Present
Target June 2012 - January 2014
Target September 2010 - July 2012
Robert W. Baird & Co. September 2007 - October 2010
GE Healthcare September 2007 - October 2008
GE Healthcare July 2005 - August 2007
General Mills 2003 - 2004
GE Plastics 2000 - 2003
Cargill 2000 - 2000
Skills
Cross-functional Team..., Process Improvement, Financial Modeling, Financial Analysis, Forecasting, Six Sigma, Competitive Analysis, Project Management, Strategic Planning, Product Development, Business Strategy, Leadership, Lean Manufacturing, Operations Management, Manufacturing
Education
The University of Chicago Booth School of Business 2007 — 2010
MBA, Finance, Strategy, General Management
University of Wisconsin-Madison 1999 — 2005
BS, Chemical Engineering
Rhonda Harris's Robert W. Baird & Co. Experience July 2014 - Present
Job Office Administrative Supervisor at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. July 2014 - Present
Dell Services October 2012 - July 2014
Principal Financial Group September 2011 - August 2012
Ameritas Investment Corp. February 2005 - March 2011
Morgan Stanley (formerly Smith Barney) June 2000 - November 2004
Skills
Financial Services, Customer Service, Investments, Securities, Mutual Funds, Series 7, Series 66, FINRA, Securities Compliance, Asset Managment, IRAs, Strategic Financial..., Retirement Planning, 457 Plans, 403(b) Plans, 401(k) Plans, Equities, Equity Indexed Annuities, Corporate Bonds, Municipal Bonds, Organization, Variable Annuities
Education
Southeast Community College 1992 — 1995
Business Administration - Investment Management, 3.674 GPA
Robert W. Baird & Co. July 2014 - Present
Dell Services October 2012 - July 2014
Principal Financial Group September 2011 - August 2012
Ameritas Investment Corp. February 2005 - March 2011
Morgan Stanley (formerly Smith Barney) June 2000 - November 2004
Skills
Financial Services, Customer Service, Investments, Securities, Mutual Funds, Series 7, Series 66, FINRA, Securities Compliance, Asset Managment, IRAs, Strategic Financial..., Retirement Planning, 457 Plans, 403(b) Plans, 401(k) Plans, Equities, Equity Indexed Annuities, Corporate Bonds, Municipal Bonds, Organization, Variable Annuities
Education
Southeast Community College 1992 — 1995
Business Administration - Investment Management, 3.674 GPA
Tre Mischka Tre Mischka's Robert W. Baird & Co. Experience September 1997 - March 2008
Job Director & Principal at Supply Chain Equity Partners
Industry Venture Capital & Private Equity
Experience
Supply Chain Equity Partners April 2008 - Present
Vetus Partners April 2008 - Present
Robert W. Baird & Co. September 1997 - March 2008
Skills
CPA - New York, FINRA Series 7, FINRA Series 79, Series 7, Private Equity, Capital Markets, Equities, Valuation, Investment Banking, Investments, Mergers, Due Diligence, Mergers & Acquisitions, Financial Modeling, M
Education
Syracuse University - Martin J. Whitman School of Management 1980 — 1983
B.S., Accounting
Supply Chain Equity Partners April 2008 - Present
Vetus Partners April 2008 - Present
Robert W. Baird & Co. September 1997 - March 2008
Skills
CPA - New York, FINRA Series 7, FINRA Series 79, Series 7, Private Equity, Capital Markets, Equities, Valuation, Investment Banking, Investments, Mergers, Due Diligence, Mergers & Acquisitions, Financial Modeling, M
Education
Syracuse University - Martin J. Whitman School of Management 1980 — 1983
B.S., Accounting
Stephen Kilpatrick CFP®'s Robert W. Baird & Co. Experience 1998 - 2002
Job Kilpatrick Advisors
Industry Financial Services
Experience
Kilpatrick Advisors 2002 - Present
Business RadioX® 2015 - 2015
Business RadioX® 2015 - 2015
Business RadioX® 2015 - 2015
Business RadioX® 2015 - 2015
Robert W. Baird & Co. 1998 - 2002
Wells Fargo Advisors (Formerly Prudential Securities) 1993 - 1998
Thomson Brock Luger & Co. CPA 1992 - 1993
Skills
Financial Planning, Retirement Planning, Investment Advisory, Portfolio Management, Asset Management, Insurance, Wealth Management, Financial Analysis, Estate Planning, Investments, Risk Management, Strategic Financial..., Securities, Management, Asset Managment, 401k, Financial Advisory, Finance, Financial Services, Due Diligence, Asset Allocation, Series 7, FINRA
Education
Stetson University 1987 — 1992
BBA, Accounting
University of Central Florida - College of Business Administration 1991 — 1991
Accounting - Graduate Studies
Kilpatrick Advisors 2002 - Present
Business RadioX® 2015 - 2015
Business RadioX® 2015 - 2015
Business RadioX® 2015 - 2015
Business RadioX® 2015 - 2015
Robert W. Baird & Co. 1998 - 2002
Wells Fargo Advisors (Formerly Prudential Securities) 1993 - 1998
Thomson Brock Luger & Co. CPA 1992 - 1993
Skills
Financial Planning, Retirement Planning, Investment Advisory, Portfolio Management, Asset Management, Insurance, Wealth Management, Financial Analysis, Estate Planning, Investments, Risk Management, Strategic Financial..., Securities, Management, Asset Managment, 401k, Financial Advisory, Finance, Financial Services, Due Diligence, Asset Allocation, Series 7, FINRA
Education
Stetson University 1987 — 1992
BBA, Accounting
University of Central Florida - College of Business Administration 1991 — 1991
Accounting - Graduate Studies
Qianyun(Elsa) Zhao's Robert W. Baird & Co. Experience May 2014 - August 2014
Job Private Wealth Management Intern at Robert W. Baird & Co.
Industry Financial Services
Experience
Worthington Industries July 2015 - Present
Clarus Partners January 2015 - April 2015
Robert W. Baird & Co. May 2014 - August 2014
Pace Accounting Inc. June 2013 - July 2013
Best Buy December 2012 - January 2013
HSBC June 2012 - July 2012
Education
The Ohio State University - The Max M. Fisher College of Business 2011 — 2015
Bachelor of Science in Business Administration (BSBA), Accounting and Finance
The Ohio State University 2011 — 2015
Bachelor of Arts (B.A.), Economics
Nanjing Jinling High School 2008 — 2011
Worthington Industries July 2015 - Present
Clarus Partners January 2015 - April 2015
Robert W. Baird & Co. May 2014 - August 2014
Pace Accounting Inc. June 2013 - July 2013
Best Buy December 2012 - January 2013
HSBC June 2012 - July 2012
Education
The Ohio State University - The Max M. Fisher College of Business 2011 — 2015
Bachelor of Science in Business Administration (BSBA), Accounting and Finance
The Ohio State University 2011 — 2015
Bachelor of Arts (B.A.), Economics
Nanjing Jinling High School 2008 — 2011
Justin (Jiajing) Li's Robert W. Baird & Co. Experience September 2015 - Present
Job Equity Research Associate covering semiconductors & technology sector
Industry Semiconductors
Experience
Robert W. Baird & Co. September 2015 - Present
Broadcom August 2010 - September 2015
Broadcom May 2008 - July 2010
GE July 2007 - September 2007
Lear Corporation January 2007 - May 2007
Skills
Equity Research, Financial Modeling, Semiconductors, ASIC, SoC, Analog, RF, High Speed Interfaces, Testing, Visual Basic
Education
University of California, Berkeley, Haas School of Business 2014 — 2016
Master of Business Administration (MBA)
Shanghai Jiao Tong University 2005 — 2008
Master, Electrical Engineering
Wuhan University of Technology 2001 — 2005
Bachelor, Electrical Engineering
Robert W. Baird & Co. September 2015 - Present
Broadcom August 2010 - September 2015
Broadcom May 2008 - July 2010
GE July 2007 - September 2007
Lear Corporation January 2007 - May 2007
Skills
Equity Research, Financial Modeling, Semiconductors, ASIC, SoC, Analog, RF, High Speed Interfaces, Testing, Visual Basic
Education
University of California, Berkeley, Haas School of Business 2014 — 2016
Master of Business Administration (MBA)
Shanghai Jiao Tong University 2005 — 2008
Master, Electrical Engineering
Wuhan University of Technology 2001 — 2005
Bachelor, Electrical Engineering
Ali Khodadad, CFA®, CFP®, ChFC®, CLU® Ali Khodadad, CFA®, CFP®, ChFC®, CLU®'s Robert W. Baird & Co. Experience April 2002 - March 2004
Job Assistant Vice President at The O.N. Equity Sales Company
Industry Financial Services
Experience
The O.N. Equity Sales Company October 2013 - Present
Ohio National Financial Services September 2007 - September 2013
CHASE INVESTMENT SERVICES CORP. May 2005 - July 2007
HRBFA March 2004 - July 2005
Robert W. Baird & Co. April 2002 - March 2004
Hilliard Lyons/PNC Brokerage May 1998 - April 2002
Skills
CLU, ChFC, Retirement, Retirement Planning, CTM, Mutual Funds, Variable Annuities, Wealth Management, Series 7, Life Insurance, Fixed Annuities, 401k, Chartered Financial..., Certified Financial...
Education
The Ohio State University 1988 — 1993
Bachelor of Science (BS), International Business
The American College 2008 — 2009
ChFC, CLU, Financial Planning and Services
The O.N. Equity Sales Company October 2013 - Present
Ohio National Financial Services September 2007 - September 2013
CHASE INVESTMENT SERVICES CORP. May 2005 - July 2007
HRBFA March 2004 - July 2005
Robert W. Baird & Co. April 2002 - March 2004
Hilliard Lyons/PNC Brokerage May 1998 - April 2002
Skills
CLU, ChFC, Retirement, Retirement Planning, CTM, Mutual Funds, Variable Annuities, Wealth Management, Series 7, Life Insurance, Fixed Annuities, 401k, Chartered Financial..., Certified Financial...
Education
The Ohio State University 1988 — 1993
Bachelor of Science (BS), International Business
The American College 2008 — 2009
ChFC, CLU, Financial Planning and Services
Rick Pfeil, CFP® Rick Pfeil, CFP®'s Robert W. Baird & Co. Experience April 2013 - Present
Job Vice President at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. April 2013 - Present
Wells Fargo Advisors September 2003 - April 2013
Skills
Retirement Planning, Investments, Asset Allocation, Analysis, Retirement, Finance, Financial Reporting, Pensions, Financial Planning, Risk Management, Asset Management, Financial Analysis, Financial Modeling, Management, Mutual Funds, Portfolio Management, Valuation
Education
Texas A&M University 1985 — 1988
BBA, Finance
Robert W. Baird & Co. April 2013 - Present
Wells Fargo Advisors September 2003 - April 2013
Skills
Retirement Planning, Investments, Asset Allocation, Analysis, Retirement, Finance, Financial Reporting, Pensions, Financial Planning, Risk Management, Asset Management, Financial Analysis, Financial Modeling, Management, Mutual Funds, Portfolio Management, Valuation
Education
Texas A&M University 1985 — 1988
BBA, Finance
Dominic P. Wycklendt, CFA, CPWA®, CFP® Dominic P. Wycklendt, CFA, CPWA®, CFP®'s Robert W. Baird & Co. Experience March 2002 - April 2009
Job Senior Portfolio Manager at Northern Trust Corporation
Industry Financial Services
Experience
Balsz Community Education Foundation May 2011 - Present
Northern Trust September 2009 - Present
Northern Trust Corporation September 2009 - Present
Social Venture Partners Arizona 2006 - Present
Aid to Adoption of Special Kids 2006 - 2011
Robert W. Baird & Co. March 2002 - April 2009
Skills
Portfolio Management, Investment Strategies, Financial Services, Investments, Asset Managment, Risk Management, Non-profits, Asset Allocation, Financial Analysis, Personal Financial..., Finance, Equities, Strategy, Asset Management, Wealth Management, Management
Education
The University of Chicago Booth School of Business 1998 — 2000
MBA, Finance & Accounting
University of Wisconsin-Milwaukee 1980 — 1984
Bachelor of Science (BS), Mechanical Engineering
Balsz Community Education Foundation May 2011 - Present
Northern Trust September 2009 - Present
Northern Trust Corporation September 2009 - Present
Social Venture Partners Arizona 2006 - Present
Aid to Adoption of Special Kids 2006 - 2011
Robert W. Baird & Co. March 2002 - April 2009
Skills
Portfolio Management, Investment Strategies, Financial Services, Investments, Asset Managment, Risk Management, Non-profits, Asset Allocation, Financial Analysis, Personal Financial..., Finance, Equities, Strategy, Asset Management, Wealth Management, Management
Education
The University of Chicago Booth School of Business 1998 — 2000
MBA, Finance & Accounting
University of Wisconsin-Milwaukee 1980 — 1984
Bachelor of Science (BS), Mechanical Engineering
Alain Dobkin Alain Dobkin's Robert W. Baird & Co. Experience December 1997 - December 1999
Job Managing Partner and CoFounder at Catalyst CEL Fund
Industry Venture Capital & Private Equity
Experience
Catalyst CEL Fund October 2013 - Present
Catalyst Private Equity Management Ltd. October 2012 - Present
Lamina Technologies SA September 2014 - Present
Tufin Technologies April 2013 - Present
harmon.ie April 2013 - Present
Harmonic Investment Management LLC August 2012 - Present
Cyalume Technologies Holdings, Inc. 2013 - 2013
Citigroup Global Markets Ltd. January 2000 - July 2012
Robert W. Baird & Co. December 1997 - December 1999
Skills
Investment Banking, Alternative Investments, Private Equity, Mergers, Acquisitions, Capital Raising, Equity Derivatives, Convertible Securities, Debt, Bonds, Public Equity Offerings, Well Connected, Global Experience
Education
York University of Toronto
Bachelor of Applied Science (BASc) - Honors
Tel Aviv University
International Studies
Catalyst CEL Fund October 2013 - Present
Catalyst Private Equity Management Ltd. October 2012 - Present
Lamina Technologies SA September 2014 - Present
Tufin Technologies April 2013 - Present
harmon.ie April 2013 - Present
Harmonic Investment Management LLC August 2012 - Present
Cyalume Technologies Holdings, Inc. 2013 - 2013
Citigroup Global Markets Ltd. January 2000 - July 2012
Robert W. Baird & Co. December 1997 - December 1999
Skills
Investment Banking, Alternative Investments, Private Equity, Mergers, Acquisitions, Capital Raising, Equity Derivatives, Convertible Securities, Debt, Bonds, Public Equity Offerings, Well Connected, Global Experience
Education
York University of Toronto
Bachelor of Applied Science (BASc) - Honors
Tel Aviv University
International Studies
Abhishek Pulakanti, CFA, FRM Abhishek Pulakanti, CFA, FRM's Robert W. Baird & Co. Experience June 2013 - Present
Job Vice President, Quantitative Credit Analyst
Industry Investment Management
Experience
Robert W. Baird & Co. June 2013 - Present
BMO Asset Management US October 2007 - June 2013
M&I Investment Management November 2007 - March 2011
Sam Houston State University August 2005 - May 2007
Port of Tacoma May 2006 - September 2006
Skills
Financial Modeling, Fixed Income, Portfolio Management, Risk Management, Credit Analysis, Financial Risk, Mutual Funds, Finance, Credit Risk, Analysis, Bloomberg, Microsoft Excel, Equities, Financial Analysis, Data Analysis, Banking, Trading, Forecasting, Asset Management, Barclays Point, Asset Managment, Excel, CMS BondEdge, Counterparty Risk, Series 7
Education
Sam Houston State University 2005 — 2007
MBA, Finance
Sam Houston State University 2003 — 2005
MS, Computer Science
Vasavi College of Engg. 1999 — 2003
BE, Computer Science
St.Patricks High School 1987 — 1997
Robert W. Baird & Co. June 2013 - Present
BMO Asset Management US October 2007 - June 2013
M&I Investment Management November 2007 - March 2011
Sam Houston State University August 2005 - May 2007
Port of Tacoma May 2006 - September 2006
Skills
Financial Modeling, Fixed Income, Portfolio Management, Risk Management, Credit Analysis, Financial Risk, Mutual Funds, Finance, Credit Risk, Analysis, Bloomberg, Microsoft Excel, Equities, Financial Analysis, Data Analysis, Banking, Trading, Forecasting, Asset Management, Barclays Point, Asset Managment, Excel, CMS BondEdge, Counterparty Risk, Series 7
Education
Sam Houston State University 2005 — 2007
MBA, Finance
Sam Houston State University 2003 — 2005
MS, Computer Science
Vasavi College of Engg. 1999 — 2003
BE, Computer Science
St.Patricks High School 1987 — 1997
Jeff Kahn's Robert W. Baird & Co. Experience June 2010 - June 2012
Job MBA Candidate at The Wharton School
Industry Financial Services
Experience
The Wharton School August 2015 - Present
Sun Capital Partners August 2012 - July 2015
Robert W. Baird & Co. June 2010 - June 2012
Lincoln International October 2008 - August 2009
Camp Ramah in Wisconsin June 2006 - August 2008
Skills
Private Equity, LBO, Microsoft Excel, Entrepreneurship, Bloomberg, Financial Modeling, PowerPoint, Valuation, Due Diligence, Investment Banking, Mergers, Capital Markets, Equities, Venture Capital, Corporate Finance, Financial Analysis, M&A experience, Investments, Microsoft Office
Education
University of Pennsylvania - The Wharton School 2015 — 2017
Master of Business Administration (MBA), Finance
Tufts University 2006 — 2010
BS, Quantitative Economics and Philosophy
The London School of Economics and Political Science (LSE) 2008 — 2009
The Wharton School August 2015 - Present
Sun Capital Partners August 2012 - July 2015
Robert W. Baird & Co. June 2010 - June 2012
Lincoln International October 2008 - August 2009
Camp Ramah in Wisconsin June 2006 - August 2008
Skills
Private Equity, LBO, Microsoft Excel, Entrepreneurship, Bloomberg, Financial Modeling, PowerPoint, Valuation, Due Diligence, Investment Banking, Mergers, Capital Markets, Equities, Venture Capital, Corporate Finance, Financial Analysis, M&A experience, Investments, Microsoft Office
Education
University of Pennsylvania - The Wharton School 2015 — 2017
Master of Business Administration (MBA), Finance
Tufts University 2006 — 2010
BS, Quantitative Economics and Philosophy
The London School of Economics and Political Science (LSE) 2008 — 2009
Jack Dickens's Robert W. Baird & Co. Experience July 2009 - April 2011
Job Vice President at Concentric Equity Partners
Industry Venture Capital & Private Equity
Experience
Concentric Equity Partners January 2014 - Present
Cox Communications February 2013 - May 2013
Cox Enterprises May 2011 - January 2013
Robert W. Baird & Co. July 2009 - April 2011
Skills
Investments, Portfolio Management, Investment Banking, Finance, Corporate Development, Financial Modeling, Telecommunications, Financial Analysis, Corporate Finance, Due Diligence, Mergers & Acquisitions, Cash Flow, Valuation, Private Equity
Education
The University of Chicago - Booth School of Business 2013 — 2015
Master of Business Administration (MBA)
University of Virginia 2005 — 2009
BS, Commerce
Danish Institute for Study Abroad 2008 — 2008
International Business & Economics
Concentric Equity Partners January 2014 - Present
Cox Communications February 2013 - May 2013
Cox Enterprises May 2011 - January 2013
Robert W. Baird & Co. July 2009 - April 2011
Skills
Investments, Portfolio Management, Investment Banking, Finance, Corporate Development, Financial Modeling, Telecommunications, Financial Analysis, Corporate Finance, Due Diligence, Mergers & Acquisitions, Cash Flow, Valuation, Private Equity
Education
The University of Chicago - Booth School of Business 2013 — 2015
Master of Business Administration (MBA)
University of Virginia 2005 — 2009
BS, Commerce
Danish Institute for Study Abroad 2008 — 2008
International Business & Economics
Allison Parra's Robert W. Baird & Co. Experience June 2015 - Present
Job Temporary Intern at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. June 2015 - Present
St. Norbert College TRIPS Program August 2013 - Present
St. Norbert College Mathematics Department August 2014 - December 2014
Deertrak Golf Club May 2014 - August 2014
Rolling Hills Golf Course May 2012 - August 2013
Schwefel's Restaurant November 2010 - June 2011
Skills
Creative Problem Solver, Community Outreach, Leadership, Professional Phone..., Interpersonal..., Volunteering, Mathematics, Email Strategy, Phone Etiquette, Peer Leadership, Peer Mentoring, Peer Tutoring, Event Planning, Time Management, Teamwork, Customer Service
Education
St. Norbert College 2012 — 2016
Bachelor of Business Administration (B.B.A.), Business Administration and Mathematics
University of Limerick 2015 — 2015
Business Administration and Mathematics
Oconomowoc High School 2008 — 2012
High School Diploma
Robert W. Baird & Co. June 2015 - Present
St. Norbert College TRIPS Program August 2013 - Present
St. Norbert College Mathematics Department August 2014 - December 2014
Deertrak Golf Club May 2014 - August 2014
Rolling Hills Golf Course May 2012 - August 2013
Schwefel's Restaurant November 2010 - June 2011
Skills
Creative Problem Solver, Community Outreach, Leadership, Professional Phone..., Interpersonal..., Volunteering, Mathematics, Email Strategy, Phone Etiquette, Peer Leadership, Peer Mentoring, Peer Tutoring, Event Planning, Time Management, Teamwork, Customer Service
Education
St. Norbert College 2012 — 2016
Bachelor of Business Administration (B.B.A.), Business Administration and Mathematics
University of Limerick 2015 — 2015
Business Administration and Mathematics
Oconomowoc High School 2008 — 2012
High School Diploma
Leslie Drew's Robert W. Baird & Co. Experience January 2009 - August 2014
Job Registered Client Relationship Associate at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. January 2009 - August 2014
Smith Barney August 2006 - January 2009
The University of Akron 2004 - 2007
The University of Akron 2003 - 2007
Skills
Customer Service, Financial Analysis, Finance, Microsoft Excel, Microsoft Word, CRM, Sales, PowerPoint, Access, Marketing, Strategic Planning, Microsoft Office, Public Speaking, Leadership, Management
Education
The University of Akron 2003 — 2008
Bachelors, Finance
Stow - Munroe Falls High School
Robert W. Baird & Co. January 2009 - August 2014
Smith Barney August 2006 - January 2009
The University of Akron 2004 - 2007
The University of Akron 2003 - 2007
Skills
Customer Service, Financial Analysis, Finance, Microsoft Excel, Microsoft Word, CRM, Sales, PowerPoint, Access, Marketing, Strategic Planning, Microsoft Office, Public Speaking, Leadership, Management
Education
The University of Akron 2003 — 2008
Bachelors, Finance
Stow - Munroe Falls High School
Alex Vasaly Alex Vasaly's Robert W. Baird & Co. Experience June 2015 - August 2015
Job MBA Candidate at Chicago Booth
Industry Higher Education
Experience
Robert W. Baird & Co. June 2015 - August 2015
JPMorgan Chase January 2013 - August 2014
JPMorgan Chase January 2011 - December 2012
Marcus & Millichap June 2009 - May 2010
Ludic Labs June 2007 - August 2008
Education
The University of Chicago Booth School of Business 2014 — 2016
Master of Business Administration (MBA)
University of California, Berkeley 2006 — 2010
BS, Business Administration from Haas School of Business
University of California, Berkeley 2006 — 2010
BA, Applied Mathematics
Robert W. Baird & Co. June 2015 - August 2015
JPMorgan Chase January 2013 - August 2014
JPMorgan Chase January 2011 - December 2012
Marcus & Millichap June 2009 - May 2010
Ludic Labs June 2007 - August 2008
Education
The University of Chicago Booth School of Business 2014 — 2016
Master of Business Administration (MBA)
University of California, Berkeley 2006 — 2010
BS, Business Administration from Haas School of Business
University of California, Berkeley 2006 — 2010
BA, Applied Mathematics
Chaitanya Yaramada, CFA's Robert W. Baird & Co. Experience May 2014 - Present
Job Senior BIM Research Analyst at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. May 2014 - Present
Skills
Equity Research, Business Analysis, Financial Analysis, SaaS, Financial Modeling, Competitive Analysis, Data Analysis, Equities, Finance, Valuation
Education
The University of Chicago - Booth School of Business 2007 — 2009
MBA (Honors)
University of Auckland 2000 — 2003
Bachelor of Engineering (First Class Honors)
Aurobindo International School 1990 — 1996
High School
Robert W. Baird & Co. May 2014 - Present
Skills
Equity Research, Business Analysis, Financial Analysis, SaaS, Financial Modeling, Competitive Analysis, Data Analysis, Equities, Finance, Valuation
Education
The University of Chicago - Booth School of Business 2007 — 2009
MBA (Honors)
University of Auckland 2000 — 2003
Bachelor of Engineering (First Class Honors)
Aurobindo International School 1990 — 1996
High School
Cory Johnson, CLU Cory Johnson, CLU's Robert W. Baird & Co. Experience October 2014 - Present
Job Compliance Training & Process Management Officer at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. October 2014 - Present
Robert W. Baird & Co. January 2013 - Present
MetLife Financial Services January 2011 - November 2012
The Schwertfeger Group October 2009 - January 2011
The Holter Financial Group October 2008 - October 2009
Holter Financial Group January 2008 - October 2008
The Schwertfeger Financial Group July 1999 - January 2008
The Schwertfeger Financial Group July 2000 - November 2003
The Schwertfeger Financial Group June 1997 - July 2000
The Schwertfeger Financial Group August 1991 - December 1996
Skills
Sales Skills Training, Group Presentations, Presentation Coaching, Securities, Supervisory Skills, Compliance, Insurance, Public Speaking, Series 7, Investments, Fundraising, Mentoring, Coaching, Event Planning, PowerPoint, Long Term Care, Disability Insurance, Retirement, Smartboard, Long-term Care, Financial Services, Training, Marketing Strategy, CRM, Fixed Annuities, Strategy, Recruiting, Series 63, Sales, Finance, 401k, Life Insurance, Financial Advisory, Mutual Funds, Management, IRAs, Series 6, Marketing, Investment Advisory, Series 24, Uniform Combined State..., Estate Planning
Education
The American College 2006 — 2010
CLU, Insurance and Planning
Marquette University, College of Communication 1995 — 1997
M.A, Communications
Marquette University, College of Communication 1993 — 1994
B.A, Journalism
Whitefish Bay Highschool 1977 — 1981
Diploma, General Studies
Robert W. Baird & Co. October 2014 - Present
Robert W. Baird & Co. January 2013 - Present
MetLife Financial Services January 2011 - November 2012
The Schwertfeger Group October 2009 - January 2011
The Holter Financial Group October 2008 - October 2009
Holter Financial Group January 2008 - October 2008
The Schwertfeger Financial Group July 1999 - January 2008
The Schwertfeger Financial Group July 2000 - November 2003
The Schwertfeger Financial Group June 1997 - July 2000
The Schwertfeger Financial Group August 1991 - December 1996
Skills
Sales Skills Training, Group Presentations, Presentation Coaching, Securities, Supervisory Skills, Compliance, Insurance, Public Speaking, Series 7, Investments, Fundraising, Mentoring, Coaching, Event Planning, PowerPoint, Long Term Care, Disability Insurance, Retirement, Smartboard, Long-term Care, Financial Services, Training, Marketing Strategy, CRM, Fixed Annuities, Strategy, Recruiting, Series 63, Sales, Finance, 401k, Life Insurance, Financial Advisory, Mutual Funds, Management, IRAs, Series 6, Marketing, Investment Advisory, Series 24, Uniform Combined State..., Estate Planning
Education
The American College 2006 — 2010
CLU, Insurance and Planning
Marquette University, College of Communication 1995 — 1997
M.A, Communications
Marquette University, College of Communication 1993 — 1994
B.A, Journalism
Whitefish Bay Highschool 1977 — 1981
Diploma, General Studies
Daven Natarajan Daven Natarajan's Robert W. Baird & Co. Experience July 2012 - September 2012
Job Candidate for Bachelor of Science in International Business at Northeastern University
Industry Financial Services
Experience
Northeastern University September 2011 - Present
Wellington Management June 2013 - January 2014
Zeta Beta Tau - Gamma Psi January 2013 - January 2014
Zeta Beta Tau - Gamma Psi March 2012 - January 2014
Robert W. Baird & Co. July 2012 - September 2012
Skills
Teamwork, Microsoft Excel, Marketing Strategy, Highly Adaptable, Innovative Problem..., Independent Thinker, Team Player, Excel, People Skills, Highly Analytical, Information Processing, Organized, Business Relationship..., Tech Savvy, Diligent, High Pressure..., Communication, Thrive in..., Critical Thinking, Investments, Securities, Private Equity, Bloomberg Terminal, Alternative Investments, Business Strategy, Institutional..., Entrepreneurship, Economics, Fixed Income, Value Investing
Education
Northeastern University - D'Amore McKim School of Business 2011 — 2015
International Business, Dual Concentration: Finance and International Affairs, Middler
State College of Florida-Manatee-Sarasota 2009 — 2011
Associate of Science (AS), Business Administration and Management, General
Sarasota Military Academy 2008 — 2011
High School
Northeastern University September 2011 - Present
Wellington Management June 2013 - January 2014
Zeta Beta Tau - Gamma Psi January 2013 - January 2014
Zeta Beta Tau - Gamma Psi March 2012 - January 2014
Robert W. Baird & Co. July 2012 - September 2012
Skills
Teamwork, Microsoft Excel, Marketing Strategy, Highly Adaptable, Innovative Problem..., Independent Thinker, Team Player, Excel, People Skills, Highly Analytical, Information Processing, Organized, Business Relationship..., Tech Savvy, Diligent, High Pressure..., Communication, Thrive in..., Critical Thinking, Investments, Securities, Private Equity, Bloomberg Terminal, Alternative Investments, Business Strategy, Institutional..., Entrepreneurship, Economics, Fixed Income, Value Investing
Education
Northeastern University - D'Amore McKim School of Business 2011 — 2015
International Business, Dual Concentration: Finance and International Affairs, Middler
State College of Florida-Manatee-Sarasota 2009 — 2011
Associate of Science (AS), Business Administration and Management, General
Sarasota Military Academy 2008 — 2011
High School
Timothy Pearce Timothy Pearce's Robert W. Baird & Co. Experience July 2011 - July 2012
Job Regional Sales Manager Director of Client Engagement, Wealth Management
Industry Financial Services
Experience
Northern Trust October 2013 - Present
Robert W. Baird & Co. July 2011 - July 2012
UBS Wealth Management 2007 - 2010
CUNA Mutual Group 2005 - 2007
Mid America Bank 1997 - 2005
NBD/First Chicago 1990 - 1997
Skills
Business Development, Business & Growth..., Executive Coaching,, Leadership Excellence., Sales Management, P & L Management, Licensing, Series 7, Strategic Planning, Business Planning, Customer Relations, New Business Development, Leadership Development, Process Improvement, Team Building, Team Leadership, Coaching, Acquisition Integration, Strategy Development, Financial Services, Asset Management, Investments, Business Coaching, Practice Management, Customer Service, Leadership, Strategy, P&L Management, Finance, Wealth Management, Management
Education
Southern Illinois University, Carbondale 1983 — 1988
Business Economics
Northern Trust October 2013 - Present
Robert W. Baird & Co. July 2011 - July 2012
UBS Wealth Management 2007 - 2010
CUNA Mutual Group 2005 - 2007
Mid America Bank 1997 - 2005
NBD/First Chicago 1990 - 1997
Skills
Business Development, Business & Growth..., Executive Coaching,, Leadership Excellence., Sales Management, P & L Management, Licensing, Series 7, Strategic Planning, Business Planning, Customer Relations, New Business Development, Leadership Development, Process Improvement, Team Building, Team Leadership, Coaching, Acquisition Integration, Strategy Development, Financial Services, Asset Management, Investments, Business Coaching, Practice Management, Customer Service, Leadership, Strategy, P&L Management, Finance, Wealth Management, Management
Education
Southern Illinois University, Carbondale 1983 — 1988
Business Economics
Craig Boswell Craig Boswell's Robert W. Baird & Co. Experience September 2009 - July 2010
Job BI Developer at Bisk Education
Industry Computer Software
Experience
Bisk Education January 2014 - Present
Cypress Property & Casualty Insurance Company August 2013 - September 2013
Carolina Casualty Insurance Group, LLC July 2012 - August 2013
PNC Bank February 2012 - May 2012
Bank of America June 2011 - November 2011
Robert W. Baird & Co. September 2009 - July 2010
DCI Cheese Company August 2008 - June 2009
AQS, inc. November 2006 - May 2008
PGS May 2000 - May 2006
Education
Santa Fe Community College 1987 — 1989
AA, Computer Electronics
Bisk Education January 2014 - Present
Cypress Property & Casualty Insurance Company August 2013 - September 2013
Carolina Casualty Insurance Group, LLC July 2012 - August 2013
PNC Bank February 2012 - May 2012
Bank of America June 2011 - November 2011
Robert W. Baird & Co. September 2009 - July 2010
DCI Cheese Company August 2008 - June 2009
AQS, inc. November 2006 - May 2008
PGS May 2000 - May 2006
Education
Santa Fe Community College 1987 — 1989
AA, Computer Electronics
Dale Rudow Dale Rudow's Robert W. Baird & Co. Experience January 2014 - Present
Job Vice President, Investment Banking at Robert W. Baird & Co.
Industry Investment Banking
Experience
Robert W. Baird & Co. January 2014 - Present
Education
The University of Chicago Booth School of Business 2002 — 2004
MBA, Finance, Economics
University of Iowa 1993 — 1997
BS, Accounting
Robert W. Baird & Co. January 2014 - Present
Education
The University of Chicago Booth School of Business 2002 — 2004
MBA, Finance, Economics
University of Iowa 1993 — 1997
BS, Accounting
Bruce Evans Bruce Evans's Robert W. Baird & Co. Experience October 1992 - March 1998
Job VPLPL Financial Advisor at Elements Wealth Management
Industry Banking
Experience
Elements Wealth Management March 1998 - Present
Robert W. Baird & Co. October 1992 - March 1998
E. & J. Gallo Winery March 1986 - October 1988
Procter & Gamble October 1978 - June 1980
Skills
Investments, Series 7, Securities, Finance, Insurance, Banking, Loans, Credit, Mortgage Lending, Risk Management, Mortgage Banking, Credit Analysis, Consumer Lending, Financial Analysis, Strategic Financial..., Underwriting, Series 63, Accounting, Process Improvement, Budgets, Business Analysis, Access, Mutual Funds, Retirement Planning, Wealth Management, Asset Allocation, Management, Portfolio Management
Education
The Catholic University of America 1976 — 1978
Master's Candidate, Theology/Theological Studies
University of Notre Dame 1972 — 1976
Bachelor of Arts (B.A.), Social Sciences
Elements Wealth Management March 1998 - Present
Robert W. Baird & Co. October 1992 - March 1998
E. & J. Gallo Winery March 1986 - October 1988
Procter & Gamble October 1978 - June 1980
Skills
Investments, Series 7, Securities, Finance, Insurance, Banking, Loans, Credit, Mortgage Lending, Risk Management, Mortgage Banking, Credit Analysis, Consumer Lending, Financial Analysis, Strategic Financial..., Underwriting, Series 63, Accounting, Process Improvement, Budgets, Business Analysis, Access, Mutual Funds, Retirement Planning, Wealth Management, Asset Allocation, Management, Portfolio Management
Education
The Catholic University of America 1976 — 1978
Master's Candidate, Theology/Theological Studies
University of Notre Dame 1972 — 1976
Bachelor of Arts (B.A.), Social Sciences
Justin Rees Justin Rees's Robert W. Baird & Co. Experience June 2012 - Present
Job Financial Advisor at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. June 2012 - Present
Wells Fargo Advisors, LLC 2010 - July 2012
Robert W. Baird 2008 - 2010
Skills
Financial Modeling, Financial Analysis, Investments, Securities, Portfolio Management, Valuation, Corporate Finance, Finance, Capital Markets, Investment Banking, Private Equity, Risk Management, Due Diligence, Investor Relations
Education
University of Florida 2007 — 2008
MBA
Tecnológico de Monterrey 2006 — 2007
MBA
University of Florida 2001 — 2006
BS - Agricultural and Biological Engineering
Pine View
Riverview High School
High School
Robert W. Baird & Co. June 2012 - Present
Wells Fargo Advisors, LLC 2010 - July 2012
Robert W. Baird 2008 - 2010
Skills
Financial Modeling, Financial Analysis, Investments, Securities, Portfolio Management, Valuation, Corporate Finance, Finance, Capital Markets, Investment Banking, Private Equity, Risk Management, Due Diligence, Investor Relations
Education
University of Florida 2007 — 2008
MBA
Tecnológico de Monterrey 2006 — 2007
MBA
University of Florida 2001 — 2006
BS - Agricultural and Biological Engineering
Pine View
Riverview High School
High School
Jamie Estopinal Jamie Estopinal's Robert W. Baird & Co. Experience June 2012 - November 2012
Job Financial Analyst at Yahoo
Industry Financial Services
Experience
Yahoo August 2014 - Present
Santa Clara University September 2013 - June 2014
Yahoo! June 2013 - September 2013
Avotra Ltd November 2012 - December 2012
Robert W. Baird & Co. June 2012 - November 2012
Santa Clara University September 2011 - June 2012
California Medical Association Foundation June 2011 - August 2011
Skills
PowerPoint, Microsoft Excel, Access, Microsoft Word, Microsoft Office, Facebook, Social Media, Critical Thinking, Public Speaking, Time Management, Finance, Accounting, Analysis, Business Development, Customer Service, Data Analysis
Education
Santa Clara University - Leavey School of Business 2010 — 2014
Bachelor of Science (BSC), Finance, Magna Cum Laude
Foundation for International Education 2012 — 2012
Study Abroad Program in London, UK
St. Francis High School 2006 — 2010
Yahoo August 2014 - Present
Santa Clara University September 2013 - June 2014
Yahoo! June 2013 - September 2013
Avotra Ltd November 2012 - December 2012
Robert W. Baird & Co. June 2012 - November 2012
Santa Clara University September 2011 - June 2012
California Medical Association Foundation June 2011 - August 2011
Skills
PowerPoint, Microsoft Excel, Access, Microsoft Word, Microsoft Office, Facebook, Social Media, Critical Thinking, Public Speaking, Time Management, Finance, Accounting, Analysis, Business Development, Customer Service, Data Analysis
Education
Santa Clara University - Leavey School of Business 2010 — 2014
Bachelor of Science (BSC), Finance, Magna Cum Laude
Foundation for International Education 2012 — 2012
Study Abroad Program in London, UK
St. Francis High School 2006 — 2010
Dick Layton Dick Layton's Robert W. Baird & Co. Experience July 2009 - January 2013
Job Director at Public Financial Management, Inc.
Industry Financial Services
Experience
Public Financial Management, Inc. January 2013 - Present
Robert W. Baird & Co. July 2009 - January 2013
Wells Fargo Bank September 2007 - July 2009
A.G. Edwards & Sons, Inc. October 1989 - September 2007
Interstate/Johnson Lane April 1987 - October 1989
Trust Company Bank August 1982 - April 1987
City of Atlanta 1977 - 1982
Research Atlanta 1973 - 1977
Skills
Securities, Private Equity, Series 7, Capital Markets, Investments, Due Diligence, Asset Management, Valuation, Mergers & Acquisitions, Financial Modeling, Corporate Finance, Financial Analysis, Bonds, Corporate Governance, Investment Banking, Finance, Credit Analysis, Fixed Income, Series 63, Strategic Financial..., Alternative Investments, Banking
Education
Trinity University 1972 — 1974
MA, Urban Studies, Public Finance, Graduated First in Class
Texas Christian University 1965 — 1969
BA, History, English, Graduated cum laude
Thomas Jefferson High School, San Antonio, Texas 1962 — 1965
Public Financial Management, Inc. January 2013 - Present
Robert W. Baird & Co. July 2009 - January 2013
Wells Fargo Bank September 2007 - July 2009
A.G. Edwards & Sons, Inc. October 1989 - September 2007
Interstate/Johnson Lane April 1987 - October 1989
Trust Company Bank August 1982 - April 1987
City of Atlanta 1977 - 1982
Research Atlanta 1973 - 1977
Skills
Securities, Private Equity, Series 7, Capital Markets, Investments, Due Diligence, Asset Management, Valuation, Mergers & Acquisitions, Financial Modeling, Corporate Finance, Financial Analysis, Bonds, Corporate Governance, Investment Banking, Finance, Credit Analysis, Fixed Income, Series 63, Strategic Financial..., Alternative Investments, Banking
Education
Trinity University 1972 — 1974
MA, Urban Studies, Public Finance, Graduated First in Class
Texas Christian University 1965 — 1969
BA, History, English, Graduated cum laude
Thomas Jefferson High School, San Antonio, Texas 1962 — 1965
James P. Harkins James P. Harkins's Robert W. Baird & Co. Experience November 2014 - Present
Job Senior Vice President at Robert W Baird & Co
Industry Financial Services
Experience
Robert W. Baird & Co. November 2014 - Present
McAdams Wright Ragen February 2012 - Present
Morgan Stanley Smith Barney 2002 - February 2012
GE Capital 1998 - 2002
Harkins Real Estate 1990 - 1998
Boston Federal Savings Bank 1988 - 1990
Education
Saint Michael's College 1983 — 1987
BA, Political Science
Central Catholic High School
Robert W. Baird & Co. November 2014 - Present
McAdams Wright Ragen February 2012 - Present
Morgan Stanley Smith Barney 2002 - February 2012
GE Capital 1998 - 2002
Harkins Real Estate 1990 - 1998
Boston Federal Savings Bank 1988 - 1990
Education
Saint Michael's College 1983 — 1987
BA, Political Science
Central Catholic High School
Michael J. Kelly Michael J. Kelly's Robert W. Baird & Co. Experience February 1990 - January 2006
Job Branch Director at UBS Financial Services, Inc./ Helping Financial Advisors Grow and Prosper
Industry Financial Services
Experience
UBS Financial Services, Inc September 2011 - Present
Great Lakes Retirement Plan Consultants of UBS Financial Services, Inc. September 2011 - Present
UBS Wealth Management September 2011 - Present
Raymond James Financial Inc. October 2009 - September 2011
Robert W. Baird February 1990 - January 2006
Robert W. Baird & Co. February 1990 - January 2006
ADP August 1989 - February 1990
Baxter Healthcare June 1987 - August 1989
Unisys July 1983 - May 1987
Skills
Finance
Education
Saint Mary's University of Minnesota 1980 — 1983
B.A., Computer Science/Marketing
Saint Laurence High School 1974 — 1978
UBS Financial Services, Inc September 2011 - Present
Great Lakes Retirement Plan Consultants of UBS Financial Services, Inc. September 2011 - Present
UBS Wealth Management September 2011 - Present
Raymond James Financial Inc. October 2009 - September 2011
Robert W. Baird February 1990 - January 2006
Robert W. Baird & Co. February 1990 - January 2006
ADP August 1989 - February 1990
Baxter Healthcare June 1987 - August 1989
Unisys July 1983 - May 1987
Skills
Finance
Education
Saint Mary's University of Minnesota 1980 — 1983
B.A., Computer Science/Marketing
Saint Laurence High School 1974 — 1978
Howard Lanser Howard Lanser's Robert W. Baird & Co. Experience April 2004 - Present
Job Managing Director at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. April 2004 - Present
Skills
Corporate Finance, Finance, Financial Modeling, Investment Banking, Management, Mergers, Private Equity, Valuation
Education
The University of Chicago - Booth School of Business 1997 — 1999
MBA, Finance and Accounting
University of Notre Dame 1990 — 1994
BA, History and German
Robert W. Baird & Co. April 2004 - Present
Skills
Corporate Finance, Finance, Financial Modeling, Investment Banking, Management, Mergers, Private Equity, Valuation
Education
The University of Chicago - Booth School of Business 1997 — 1999
MBA, Finance and Accounting
University of Notre Dame 1990 — 1994
BA, History and German
Terry Lineberger's Robert W. Baird & Co. Experience April 2009 - Present
Job Financial Advisor at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. April 2009 - Present
Smith Barney May 1996 - April 2009
Bank of America 1995 - 1996
Asea Brown Boveri May 1992 - June 1995
Ernst and Young 1989 - 1992
US Navy June 1981 - June 1987
Education
University of Scranton 1992 — 1994
MBA, Finance
San Francisco State University 1987 — 1989
Robert W. Baird & Co. April 2009 - Present
Smith Barney May 1996 - April 2009
Bank of America 1995 - 1996
Asea Brown Boveri May 1992 - June 1995
Ernst and Young 1989 - 1992
US Navy June 1981 - June 1987
Education
University of Scranton 1992 — 1994
MBA, Finance
San Francisco State University 1987 — 1989
Derek Waldner Derek Waldner's Robert W. Baird & Co. Experience June 2014 - August 2014
Job Student at Seton Hall University
Industry Financial Services
Experience
Peapack-Gladstone Bank June 2015 - Present
Robert W. Baird & Co. June 2014 - August 2014
Ron Boehm LLC May 2013 - August 2013
United Soccer Academy May 2012 - August 2012
Somerset Patriots April 2010 - August 2011
Skills
Microsoft Office, Microsoft Word, Research, Teamwork, Social Media, English, Time Management, Microsoft Excel, Supervisory Skills, Facebook, Social Networking, Social Media Marketing, Access, Fundraising
Education
Seton Hall University 2011 — 2015
Bachelor's degree, Finance
Peapack-Gladstone Bank June 2015 - Present
Robert W. Baird & Co. June 2014 - August 2014
Ron Boehm LLC May 2013 - August 2013
United Soccer Academy May 2012 - August 2012
Somerset Patriots April 2010 - August 2011
Skills
Microsoft Office, Microsoft Word, Research, Teamwork, Social Media, English, Time Management, Microsoft Excel, Supervisory Skills, Facebook, Social Networking, Social Media Marketing, Access, Fundraising
Education
Seton Hall University 2011 — 2015
Bachelor's degree, Finance
Kenneth D. Blacks's Robert W. Baird & Co. Experience May 2008 - July 2008
Job Presidential Management Fellow | U.S. Department of Housing and Urban Development
Industry Government Administration
Experience
Federal Transit Administration September 2015 - Present
U.S. Department of Housing and Urban Development July 2014 - Present
Franklin County Child Support Enforcement Agency August 2012 - June 2014
Community Development Grants Administration April 2010 - September 2012
Center for Urban Population Health January 2010 - May 2011
University of Wisconsin-Milwaukee School for Continuing Education September 2009 - April 2010
Office of Governor September 2009 - December 2009
Robert W. Baird & Co. May 2008 - July 2008
Bay View Compass Newspaper 2007 - 2008
Skills
Public Policy, Policy Analysis, Program Evaluation, Data Analysis, Qualitative Research, Stata, Policy, Microsoft Excel, Statistics, Administration, Human Resources, Microsoft Word, Research, Government, Strategic Planning, Leadership, Microsoft Office, Grants, Public Speaking, Databases, Social Media
Education
The Ohio State University 2012 — 2014
Master of Public Administration (M.P.A.), Public Policy and Management
University of Wisconsin-Milwaukee 2009 — 2011
Bachelor of Arts, Communication
Federal Transit Administration September 2015 - Present
U.S. Department of Housing and Urban Development July 2014 - Present
Franklin County Child Support Enforcement Agency August 2012 - June 2014
Community Development Grants Administration April 2010 - September 2012
Center for Urban Population Health January 2010 - May 2011
University of Wisconsin-Milwaukee School for Continuing Education September 2009 - April 2010
Office of Governor September 2009 - December 2009
Robert W. Baird & Co. May 2008 - July 2008
Bay View Compass Newspaper 2007 - 2008
Skills
Public Policy, Policy Analysis, Program Evaluation, Data Analysis, Qualitative Research, Stata, Policy, Microsoft Excel, Statistics, Administration, Human Resources, Microsoft Word, Research, Government, Strategic Planning, Leadership, Microsoft Office, Grants, Public Speaking, Databases, Social Media
Education
The Ohio State University 2012 — 2014
Master of Public Administration (M.P.A.), Public Policy and Management
University of Wisconsin-Milwaukee 2009 — 2011
Bachelor of Arts, Communication
Wes Oliver Wes Oliver's Robert W. Baird & Co. Experience March 2011 - Present
Job Vice President Private Wealth Management at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. March 2011 - Present
Wells Fargo Advisors, LLC January 1996 - March 2011
Wachovia Securities Financial Network November 2007 - January 2009
A G Edwards January 1996 - November 2007
Emerson Electric Co. June 1993 - December 1995
Steve's Foreign Car Parts 1986 - 1991
Skills
Wealth, IRAs, Investment Advisory, Wealth Management..., Series 63, Retirement, Small Business, Series 7, Finance, Financial Services, Sales, Investment Strategies, Investment Management, Capital Markets, Risk Management, Asset Management, Investments, Portfolio Management, Insurance, Strategic Planning, Management, Fixed Income, Due Diligence, Valuation, 401k, Fixed Annuities, Private Equity, Hedge Funds, Financial Advisory, Bonds, Banking, Financial Modeling
Education
Texas A&M University 1988 — 1993
Bachelor of Science (B.S.), Industrial Distribution
Arlington Heights High School 1983 — 1988
High School, High School
Robert W. Baird & Co. March 2011 - Present
Wells Fargo Advisors, LLC January 1996 - March 2011
Wachovia Securities Financial Network November 2007 - January 2009
A G Edwards January 1996 - November 2007
Emerson Electric Co. June 1993 - December 1995
Steve's Foreign Car Parts 1986 - 1991
Skills
Wealth, IRAs, Investment Advisory, Wealth Management..., Series 63, Retirement, Small Business, Series 7, Finance, Financial Services, Sales, Investment Strategies, Investment Management, Capital Markets, Risk Management, Asset Management, Investments, Portfolio Management, Insurance, Strategic Planning, Management, Fixed Income, Due Diligence, Valuation, 401k, Fixed Annuities, Private Equity, Hedge Funds, Financial Advisory, Bonds, Banking, Financial Modeling
Education
Texas A&M University 1988 — 1993
Bachelor of Science (B.S.), Industrial Distribution
Arlington Heights High School 1983 — 1988
High School, High School
Astasia Myers Astasia Myers's Robert W. Baird & Co. Experience 2013 - 2015
Job Venture Investor and M&A Professional
Industry Investment Banking
Experience
Cisco 2015 - Present
Robert W. Baird & Co. 2013 - 2015
McChrystal Group 2013 - 2013
Stanford Graduate School of Business 2012 - 2012
Stanford University 2009 - 2011
MonAme Scientific Research Center 2010 - 2010
Stanford University 2009 - 2010
Stanford Graduate School of Business 2009 - 2009
Skills
Data Analysis, Operations Management, Policy Analysis, PowerPoint, Research, Strategy, Start-ups, Leadership, Report Writing, Analysis, Management Consulting, Market Research, Policy, Financial Modeling, Valuation
Education
University of Cambridge 2011 — 2012
MPhil, Technology Policy
Stanford University 2007 — 2011
B.A., Political Science and B.A., International Relations, with Honors
Cisco 2015 - Present
Robert W. Baird & Co. 2013 - 2015
McChrystal Group 2013 - 2013
Stanford Graduate School of Business 2012 - 2012
Stanford University 2009 - 2011
MonAme Scientific Research Center 2010 - 2010
Stanford University 2009 - 2010
Stanford Graduate School of Business 2009 - 2009
Skills
Data Analysis, Operations Management, Policy Analysis, PowerPoint, Research, Strategy, Start-ups, Leadership, Report Writing, Analysis, Management Consulting, Market Research, Policy, Financial Modeling, Valuation
Education
University of Cambridge 2011 — 2012
MPhil, Technology Policy
Stanford University 2007 — 2011
B.A., Political Science and B.A., International Relations, with Honors
Guillermo Gutierrez Guillermo Gutierrez's Robert W. Baird & Co. Experience September 2014 - Present
Job Senior Talent Development Consultant at Baird
Industry Human Resources
Experience
Robert W. Baird & Co. September 2014 - Present
Aperian Global July 2011 - Present
Proteus International July 2012 - July 2013
Kohler Co. August 2007 - December 2010
Kohler Co. May 2006 - August 2007
Kohler Co. April 2004 - May 2006
Kohler Co. August 2002 - March 2004
Habitat For Humanity International 2000 - 2001
Beautiful People (Mumbai, India) October 1999 - July 2000
The Times of India, Mumbai, India April 1999 - November 1999
Skills
Talent Development, Global Leadership, Diversity Strategy, Cultural Diversity, Effective Meetings, Action Planning, Employee Surveys, Organizational..., Succession Planning, Workforce Planning, Workforce Training, Organizational..., Human Capital Strategy, Process Mapping, Gap Analysis, Process Consulting, Change Initiatives, International Expertise, Employee Engagement, Internal Branding, Leadership Communication, Learning Styles, Corporate University, Culture Assessment, Multi-cultural Teams, Union Avoidance, Employer Branding, Diversity Recruitment, Internet Recruiting, Performance Management, Competency Mapping, Assessment Centers, HR Budgeting, Global HR, Learning Solutions, Career Paths, Organizational Diagnosis, Strategic Planning..., Organizational Dynamics, Strategic Planning, Leadership, Recruiting, Talent Management, Human Resources, Leadership Development, Culture Change, Human Capital, Training, Change Management, Cross-functional Team...
Education
Universidad de Monterrey 2002 — 2004
MSOD, Organizational Development
Tecnológico de Monterrey 1994 — 1998
BA Marketing, Business & Marketing
Robert W. Baird & Co. September 2014 - Present
Aperian Global July 2011 - Present
Proteus International July 2012 - July 2013
Kohler Co. August 2007 - December 2010
Kohler Co. May 2006 - August 2007
Kohler Co. April 2004 - May 2006
Kohler Co. August 2002 - March 2004
Habitat For Humanity International 2000 - 2001
Beautiful People (Mumbai, India) October 1999 - July 2000
The Times of India, Mumbai, India April 1999 - November 1999
Skills
Talent Development, Global Leadership, Diversity Strategy, Cultural Diversity, Effective Meetings, Action Planning, Employee Surveys, Organizational..., Succession Planning, Workforce Planning, Workforce Training, Organizational..., Human Capital Strategy, Process Mapping, Gap Analysis, Process Consulting, Change Initiatives, International Expertise, Employee Engagement, Internal Branding, Leadership Communication, Learning Styles, Corporate University, Culture Assessment, Multi-cultural Teams, Union Avoidance, Employer Branding, Diversity Recruitment, Internet Recruiting, Performance Management, Competency Mapping, Assessment Centers, HR Budgeting, Global HR, Learning Solutions, Career Paths, Organizational Diagnosis, Strategic Planning..., Organizational Dynamics, Strategic Planning, Leadership, Recruiting, Talent Management, Human Resources, Leadership Development, Culture Change, Human Capital, Training, Change Management, Cross-functional Team...
Education
Universidad de Monterrey 2002 — 2004
MSOD, Organizational Development
Tecnológico de Monterrey 1994 — 1998
BA Marketing, Business & Marketing
W. Clay Ryan, CFP® W. Clay Ryan, CFP®'s Robert W. Baird & Co. Experience February 2011 - Present
Job Senior Vice President Private Wealth Management
Industry Financial Services
Experience
Robert W. Baird & Co. February 2011 - Present
A.G. Edwards August 2002 - February 2011
Skills
Private Wealth..., Financial Planning, Retirement Planning
Education
The University of Texas at El Paso 1997 — 2000
Master of Education (M.Ed.), Counseling
Texas Christian University 1992 — 1996
Bachelor of Science (B.S.), Psychology
Robert W. Baird & Co. February 2011 - Present
A.G. Edwards August 2002 - February 2011
Skills
Private Wealth..., Financial Planning, Retirement Planning
Education
The University of Texas at El Paso 1997 — 2000
Master of Education (M.Ed.), Counseling
Texas Christian University 1992 — 1996
Bachelor of Science (B.S.), Psychology
Stacy P Williams Stacy P Williams's Robert W. Baird & Co. Experience January 2005 - Present
Job Vice President, The Hodge Williams Group at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. January 2005 - Present
Rotary 2014 - 2015
Robert W. Baird & Co. August 2000 - January 2005
Union Pacific Resources 1997 - 2000
Skills
Investments, Portfolio Management, Wealth Management, Asset Allocation, Retirement Planning
Education
University of Wisconsin-Madison 1994 — 1997
MS, Geochemistry
The College of Wooster 1990 — 1993
BA, Geology
Robert W. Baird & Co. January 2005 - Present
Rotary 2014 - 2015
Robert W. Baird & Co. August 2000 - January 2005
Union Pacific Resources 1997 - 2000
Skills
Investments, Portfolio Management, Wealth Management, Asset Allocation, Retirement Planning
Education
University of Wisconsin-Madison 1994 — 1997
MS, Geochemistry
The College of Wooster 1990 — 1993
BA, Geology
Ryan Overdevest's Robert W. Baird & Co. Experience June 2014 - August 2014
Job Manager at Overdevest Nurseries
Industry Farming
Experience
Overdevest Nurseries June 2015 - Present
Robert W. Baird & Co. June 2014 - August 2014
Fidus Partners September 2011 - August 2013
Fidus Partners September 2010 - September 2011
Ernst & Young September 2008 - August 2010
Education
The University of Chicago Booth School of Business 2013 — 2015
Master of Business Administration (MBA)
The College of William and Mary 2003 — 2008
Bachelor of Business Administration (BBA)
Overdevest Nurseries June 2015 - Present
Robert W. Baird & Co. June 2014 - August 2014
Fidus Partners September 2011 - August 2013
Fidus Partners September 2010 - September 2011
Ernst & Young September 2008 - August 2010
Education
The University of Chicago Booth School of Business 2013 — 2015
Master of Business Administration (MBA)
The College of William and Mary 2003 — 2008
Bachelor of Business Administration (BBA)
Nell Curtis, CPA Nell Curtis, CPA's Robert W. Baird & Co. Experience September 2010 - August 2013
Job Accounting Instructor at Milwaukee Area Technical College
Industry Accounting
Experience
Milwaukee Area Technical College August 2013 - Present
Robert W. Baird & Co. September 2010 - August 2013
Carroll University September 2012 - May 2013
PricewaterhouseCoopers September 2009 - September 2010
PricewaterhouseCoopers June 2008 - August 2008
M&I Bank June 2007 - June 2008
Skills
Financial Reporting, Financial Analysis, Accounting, Tax, Compliance, Series 7, Series 66, Internal Controls, Auditing, CPA, Big 4
Education
The Ohio State University Fisher College of Business 2008 — 2009
Master of Accounting, Accounting
University of Minnesota - Twin Cities 2005 — 2008
Bachelor of Science in Business, Accounting
Milwaukee Area Technical College August 2013 - Present
Robert W. Baird & Co. September 2010 - August 2013
Carroll University September 2012 - May 2013
PricewaterhouseCoopers September 2009 - September 2010
PricewaterhouseCoopers June 2008 - August 2008
M&I Bank June 2007 - June 2008
Skills
Financial Reporting, Financial Analysis, Accounting, Tax, Compliance, Series 7, Series 66, Internal Controls, Auditing, CPA, Big 4
Education
The Ohio State University Fisher College of Business 2008 — 2009
Master of Accounting, Accounting
University of Minnesota - Twin Cities 2005 — 2008
Bachelor of Science in Business, Accounting
Therese (Tess) Gronski Therese (Tess) Gronski's Robert W. Baird & Co. Experience May 2014 - December 2014
Job UWMadison Graduate & Vanguard Employee
Industry Financial Services
Experience
Vanguard August 2015 - Present
Economics Student Association January 2013 - Present
Robert W. Baird & Co. May 2014 - December 2014
Charlotte Russe May 2012 - July 2013
Cosi May 2011 - January 2012
Education
University of Wisconsin Madison 2011 — 2015
Bachelor of Science (BS), Economics
University of Wisconsin Madison 2011 — 2015
Bachelor of Science (BS), English, literature
London School of Economics and Political Science 2013 — 2013
Summer Abroad Study, Microeconomics
Vanguard August 2015 - Present
Economics Student Association January 2013 - Present
Robert W. Baird & Co. May 2014 - December 2014
Charlotte Russe May 2012 - July 2013
Cosi May 2011 - January 2012
Education
University of Wisconsin Madison 2011 — 2015
Bachelor of Science (BS), Economics
University of Wisconsin Madison 2011 — 2015
Bachelor of Science (BS), English, literature
London School of Economics and Political Science 2013 — 2013
Summer Abroad Study, Microeconomics
Scott Groeschell Scott Groeschell's Robert W. Baird & Co. Experience 2011 - 2012
Job Supply Chain and Sales Manager at Branded Boast, LLC
Industry Marketing and Advertising
Experience
Branded Boast, LLC August 2015 - Present
Lidl US November 2014 - Present
MillerCoors January 2014 - November 2014
Robert W. Baird & Co. 2011 - 2012
The Private Bank And Trust Company August 2010 - December 2010
MillerCoors 2007 - 2009
Skills
Data Analysis, PowerPoint, Event Planning, Marketing, Management, Leadership, Microsoft Word
Education
University of Denver 2012 — 2013
Master of Business Administration (MBA), Marketing & Entrepreneurship
Southern Methodist University 2006 — 2010
Bachelor of Arts (BA), Economics, Political Science, World Markets & Culture
University of Oxford 2009 — 2009
SMU Study Abroad Program
Marquette University High School 2002 — 2006
Branded Boast, LLC August 2015 - Present
Lidl US November 2014 - Present
MillerCoors January 2014 - November 2014
Robert W. Baird & Co. 2011 - 2012
The Private Bank And Trust Company August 2010 - December 2010
MillerCoors 2007 - 2009
Skills
Data Analysis, PowerPoint, Event Planning, Marketing, Management, Leadership, Microsoft Word
Education
University of Denver 2012 — 2013
Master of Business Administration (MBA), Marketing & Entrepreneurship
Southern Methodist University 2006 — 2010
Bachelor of Arts (BA), Economics, Political Science, World Markets & Culture
University of Oxford 2009 — 2009
SMU Study Abroad Program
Marquette University High School 2002 — 2006
Raffi Mesrobian's Robert W. Baird & Co. Experience June 2013 - July 2015
Job Associate at Vance Street Capital
Industry Venture Capital & Private Equity
Experience
Vance Street Capital August 2015 - Present
Robert W. Baird & Co. June 2013 - July 2015
Robert W. Baird & Co. November 2011 - June 2013
M&I Bank November 2010 - November 2011
Education
Southern Methodist University - Cox School of Business 2005 — 2009
Bachelor of Business Administration (BBA), Finance, Economics, Chinese
Vance Street Capital August 2015 - Present
Robert W. Baird & Co. June 2013 - July 2015
Robert W. Baird & Co. November 2011 - June 2013
M&I Bank November 2010 - November 2011
Education
Southern Methodist University - Cox School of Business 2005 — 2009
Bachelor of Business Administration (BBA), Finance, Economics, Chinese
Eric Field Eric Field's Robert W. Baird & Co. Experience July 2011 - Present
Job Director of Capital Markets Compliance at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. July 2011 - Present
Robert W. Baird & Co. 2010 - 2011
FBR Capital Markets 2003 - 2010
FINRA (formerly NASD) 2000 - 2003
State Farm Insurance 1997 - 2000
Skills
Compliance Management, Regulatory Strategy, Capital Markets, Regulatory Submissions, Development Of Policies, Regulatory Risk, Implementation Of..., Regulatory Reporting, Strategy, Trading, Trading Systems, Regulations, Fixed Income, Policy, Insurance, Equities, Options, Banking, FINRA
Education
The Johns Hopkins University - Carey Business School
Master of Science (M.S.)
West Virginia University
Bachelor of Science (B.S.)
Robert W. Baird & Co. July 2011 - Present
Robert W. Baird & Co. 2010 - 2011
FBR Capital Markets 2003 - 2010
FINRA (formerly NASD) 2000 - 2003
State Farm Insurance 1997 - 2000
Skills
Compliance Management, Regulatory Strategy, Capital Markets, Regulatory Submissions, Development Of Policies, Regulatory Risk, Implementation Of..., Regulatory Reporting, Strategy, Trading, Trading Systems, Regulations, Fixed Income, Policy, Insurance, Equities, Options, Banking, FINRA
Education
The Johns Hopkins University - Carey Business School
Master of Science (M.S.)
West Virginia University
Bachelor of Science (B.S.)
Louise Watkins Louise Watkins's Robert W. Baird & Co. Experience December 1994 - September 2005
Job Office Manager at TPN
Industry Marketing and Advertising
Experience
TPN May 2006 - Present
Robert W. Baird & Co. December 1994 - September 2005
Kidder, Peabody April 1988 - September 1994
Skills
Outlook, Customer Service, Microsoft Office, Office Management, Event Planning, Advertising, PowerPoint, Microsoft Excel, Event Management, Microsoft Word, Social Media, Account Management, Social Media Marketing, Marketing Communications, Marketing, Budgets, Administrative..., Desktop Publishing, Keynote, IT Solutions, Data Entry, Human Resources, Adobe Acrobat, Time Management, Leadership, Retail
Education
Southern Illinois University, Carbondale 1982 — 1984
Lindblom High School 1978 — 1982
High School Diploma, General Studies
TPN May 2006 - Present
Robert W. Baird & Co. December 1994 - September 2005
Kidder, Peabody April 1988 - September 1994
Skills
Outlook, Customer Service, Microsoft Office, Office Management, Event Planning, Advertising, PowerPoint, Microsoft Excel, Event Management, Microsoft Word, Social Media, Account Management, Social Media Marketing, Marketing Communications, Marketing, Budgets, Administrative..., Desktop Publishing, Keynote, IT Solutions, Data Entry, Human Resources, Adobe Acrobat, Time Management, Leadership, Retail
Education
Southern Illinois University, Carbondale 1982 — 1984
Lindblom High School 1978 — 1982
High School Diploma, General Studies
Jane Lisitsyn Jane Lisitsyn's Robert W. Baird & Co. Experience May 2013 - Present
Job Private Wealth Management Intern at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. May 2013 - Present
The Ohio State University October 2010 - Present
Premier Insurance Agency LLC May 2012 - August 2012
Skills
Data Analysis, SPSS, Research, Microsoft Excel, Statistics, Microsoft Word, Microsoft Office, Event Planning, Market Research, Financial Analysis, Financial Services, Customer Satisfaction, Marketing Strategy
Education
The Ohio State University - The Max M. Fisher College of Business 2009 — 2013
BS Business Administration, Marketing, Economics
Robert W. Baird & Co. May 2013 - Present
The Ohio State University October 2010 - Present
Premier Insurance Agency LLC May 2012 - August 2012
Skills
Data Analysis, SPSS, Research, Microsoft Excel, Statistics, Microsoft Word, Microsoft Office, Event Planning, Market Research, Financial Analysis, Financial Services, Customer Satisfaction, Marketing Strategy
Education
The Ohio State University - The Max M. Fisher College of Business 2009 — 2013
BS Business Administration, Marketing, Economics
Jeffrey Daft Jeffrey Daft's Robert W. Baird & Co. Experience Vice President Private Wealth ManagementRobert W. Baird & Co.January 2009 - Present
Job Vice PresidentFinancial Advisor at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. Vice President Private Wealth ManagementRobert W. Baird & Co.January 2009 - Present
Wachovia Securities Financial Network July 2000 - January 2009
Skills
Strategic Planning
Education
University of California, Berkeley 1972 — 1974
Finance
Santa Clara University 1968 — 1970
Busineess
Jesuit High School 1964 — 1968
Robert W. Baird & Co. Vice President Private Wealth ManagementRobert W. Baird & Co.January 2009 - Present
Wachovia Securities Financial Network July 2000 - January 2009
Skills
Strategic Planning
Education
University of California, Berkeley 1972 — 1974
Finance
Santa Clara University 1968 — 1970
Busineess
Jesuit High School 1964 — 1968
Deny Knapschaefer Deny Knapschaefer's Robert W. Baird & Co. Experience June 1990 - December 1996
Job Financial Advisor, CLU, ChFC, CFP®
Industry Financial Services
Experience
US Freshwater Boaters Alliance 2014 - Present
Raymond James Financial Services December 1999 - Present
First Financial Bank December 1996 - Present
Robert W. Baird & Co. June 1990 - December 1996
Northwestern Mutual April 1989 - December 1996
Skills
Wealth Management, Portfolio Management, Investments, Series 7, Retirement Planning, Strategic Financial..., Mutual Funds, Banking, Credit, Financial Analysis, Investment Advisory, Finance, Insurance, Financial Planning, Securities
Education
The American College 1992 — 1995
Profiessional Designations, CLU, ChFC
Wright State University 1984 — 1989
Bachelor of Science (BS), Business Administration and Management, General
US Freshwater Boaters Alliance 2014 - Present
Raymond James Financial Services December 1999 - Present
First Financial Bank December 1996 - Present
Robert W. Baird & Co. June 1990 - December 1996
Northwestern Mutual April 1989 - December 1996
Skills
Wealth Management, Portfolio Management, Investments, Series 7, Retirement Planning, Strategic Financial..., Mutual Funds, Banking, Credit, Financial Analysis, Investment Advisory, Finance, Insurance, Financial Planning, Securities
Education
The American College 1992 — 1995
Profiessional Designations, CLU, ChFC
Wright State University 1984 — 1989
Bachelor of Science (BS), Business Administration and Management, General
Michael Mihm, ChFC, CLU Michael Mihm, ChFC, CLU's Robert W. Baird & Co. Experience October 2000 - December 2002
Job VP Senior Financial Planner BMO Private Bank
Industry Financial Services
Experience
BMO Private Bank 2013 - Present
Northwestern Mutual December 2011 - December 2012
Northwestern Mutual May 2010 - December 2011
Northwestern Mutual March 2006 - May 2010
Northwestern Mutual April 2004 - March 2006
Northwestern Mutual January 2003 - April 2004
Robert W. Baird & Co. October 2000 - December 2002
Northwestern Mutual April 1993 - September 2000
Skills
Retirement, Fixed Annuities, Portfolio Management, Sales Management, Account Management, Sales, Securities, Asset Allocation, Relationship Management, Risk Management, Financial Services, Marketing Strategy, Business Strategy, Investment Advisory, Management, Consulting, Leadership, Strategy, Management Consulting, Small Business
Education
University of Wisconsin - Madison 1985 — 1989
Bachelor of Arts (B.A.), Journalism
The American College
Chartered Financial Consultant (ChFC) 2010; Chartered Life Underwriter (CLU) 1998
BMO Private Bank 2013 - Present
Northwestern Mutual December 2011 - December 2012
Northwestern Mutual May 2010 - December 2011
Northwestern Mutual March 2006 - May 2010
Northwestern Mutual April 2004 - March 2006
Northwestern Mutual January 2003 - April 2004
Robert W. Baird & Co. October 2000 - December 2002
Northwestern Mutual April 1993 - September 2000
Skills
Retirement, Fixed Annuities, Portfolio Management, Sales Management, Account Management, Sales, Securities, Asset Allocation, Relationship Management, Risk Management, Financial Services, Marketing Strategy, Business Strategy, Investment Advisory, Management, Consulting, Leadership, Strategy, Management Consulting, Small Business
Education
University of Wisconsin - Madison 1985 — 1989
Bachelor of Arts (B.A.), Journalism
The American College
Chartered Financial Consultant (ChFC) 2010; Chartered Life Underwriter (CLU) 1998
Rick M. Carlson Rick M. Carlson's Robert W. Baird & Co. Experience June 1997 - September 2003
Job President and CEO
Industry Investment Management
Experience
Carlson Advisors, LLC October 2003 - Present
Robert W. Baird & Co. June 1997 - September 2003
Prudential Securities June 1996 - June 1997
GE Capital August 1987 - June 1995
Skills
Estate Planning, Financial Analysis, Wealth Management, Retirement Planning, Financial Reporting, Investments, Investment Advisory, Strategic Financial..., Series 7, Asset Allocation, Tax, Mutual Funds
Education
Columbia University 1992 — 1994
MBA, Business Administration
SMU 1983 — 1987
BBA - Finance, BA Economics, Finance, Economics
Carlson Advisors, LLC October 2003 - Present
Robert W. Baird & Co. June 1997 - September 2003
Prudential Securities June 1996 - June 1997
GE Capital August 1987 - June 1995
Skills
Estate Planning, Financial Analysis, Wealth Management, Retirement Planning, Financial Reporting, Investments, Investment Advisory, Strategic Financial..., Series 7, Asset Allocation, Tax, Mutual Funds
Education
Columbia University 1992 — 1994
MBA, Business Administration
SMU 1983 — 1987
BBA - Finance, BA Economics, Finance, Economics
Keith R. Schicker, CFA's Robert W. Baird & Co. Experience July 2008 - May 2011
Job Investment Analyst at Zuckerman Investment Group
Industry Investment Management
Experience
Delphi June 2012 - August 2012
Robert W. Baird & Co. July 2008 - May 2011
Robert W. Baird & Co. February 2005 - July 2008
Robert W. Baird & Co. February 2004 - December 2005
Skills
Financial Analysis, Financial Modeling, Problem Solving, Economics, Group Presentations, Automotive, Transportation, Commercial Vehicle, Equity Valuation, Industry Analysis, Equity Research, Business Strategy, Competitive Analysis, Analysis, Finance, Due Diligence
Education
The University of Chicago - Booth School of Business 2011 — 2013
MBA, Finance, Entrepreneurship, Strategic Management
University of Wisconsin-Milwaukee 2000 — 2004
BBA, Finance, Management Information Systems
Delphi June 2012 - August 2012
Robert W. Baird & Co. July 2008 - May 2011
Robert W. Baird & Co. February 2005 - July 2008
Robert W. Baird & Co. February 2004 - December 2005
Skills
Financial Analysis, Financial Modeling, Problem Solving, Economics, Group Presentations, Automotive, Transportation, Commercial Vehicle, Equity Valuation, Industry Analysis, Equity Research, Business Strategy, Competitive Analysis, Analysis, Finance, Due Diligence
Education
The University of Chicago - Booth School of Business 2011 — 2013
MBA, Finance, Entrepreneurship, Strategic Management
University of Wisconsin-Milwaukee 2000 — 2004
BBA, Finance, Management Information Systems
Julie Mizerany's Robert W. Baird & Co. Experience December 1996 - October 2003
Job Scheduler at SelfEmployed
Industry Staffing and Recruiting
Experience
Self-Employed July 2013 - Present
Executive Schedulers Plus January 2009 - June 2013
Synovus April 2005 - October 2008
AmSouth Bank November 2003 - March 2005
Robert W. Baird & Co. December 1996 - October 2003
Skills
Microsoft Office, Customer Service, Budgets, Account Management, Leadership, Finance, Sales, Sales Management, New Business Development
Education
University of Wisconsin-Madison 1994 — 1996
MS, Rehabilition and Counseling
Southern Methodist University 1990 — 1994
BA, Psychology
Self-Employed July 2013 - Present
Executive Schedulers Plus January 2009 - June 2013
Synovus April 2005 - October 2008
AmSouth Bank November 2003 - March 2005
Robert W. Baird & Co. December 1996 - October 2003
Skills
Microsoft Office, Customer Service, Budgets, Account Management, Leadership, Finance, Sales, Sales Management, New Business Development
Education
University of Wisconsin-Madison 1994 — 1996
MS, Rehabilition and Counseling
Southern Methodist University 1990 — 1994
BA, Psychology
Andrew O'Neal Andrew O'Neal's Robert W. Baird & Co. Experience July 2014 - August 2014
Job Senior Associate at Pinecrest Capital Partners
Industry Investment Banking
Experience
Pinecrest Capital Partners August 2014 - Present
Robert W. Baird & Co. July 2014 - August 2014
Robert W. Baird & Co. July 2011 - June 2014
Education
University of Illinois at Urbana-Champaign 2010 — 2011
Masters, Accounting
Southern Methodist University 2006 — 2010
BBA, Accounting
Pinecrest Capital Partners August 2014 - Present
Robert W. Baird & Co. July 2014 - August 2014
Robert W. Baird & Co. July 2011 - June 2014
Education
University of Illinois at Urbana-Champaign 2010 — 2011
Masters, Accounting
Southern Methodist University 2006 — 2010
BBA, Accounting
Matthew J. Larson Matthew J. Larson's Robert W. Baird & Co. Experience September 2010 - Present
Job Senior Research Associate at Robert W. Baird & Co.
Industry Retail
Experience
Robert W. Baird & Co. September 2010 - Present
Deloitte Consulting July 2008 - September 2010
Skills
Corporate Finance, Financial Analysis, Valuation, Financial Modeling, Strategy, Product Development, Cross-functional Team..., Equity Research, Business Strategy
Education
The University of Chicago - Booth School of Business 2013 — 2016
Master of Business Administration (MBA), Analytic Finance, Economics, and Entrepreneurship
University of Minnesota - Carlson School of Management 2004 — 2008
Honors BSB, Finance, Summa Cum Laude with Highest Distinction
Robert W. Baird & Co. September 2010 - Present
Deloitte Consulting July 2008 - September 2010
Skills
Corporate Finance, Financial Analysis, Valuation, Financial Modeling, Strategy, Product Development, Cross-functional Team..., Equity Research, Business Strategy
Education
The University of Chicago - Booth School of Business 2013 — 2016
Master of Business Administration (MBA), Analytic Finance, Economics, and Entrepreneurship
University of Minnesota - Carlson School of Management 2004 — 2008
Honors BSB, Finance, Summa Cum Laude with Highest Distinction
Randy Beeman Randy Beeman's Robert W. Baird & Co. Experience July 2007 - December 2013
Job Entrepreneur and Investor
Industry Marketing and Advertising
Experience
Direct 2 Consumer Marketing, LLC June 2014 - Present
Robert W. Baird & Co. July 2007 - December 2013
Skills
Strategic Financial..., Entrepreneurship, Start-ups, Investments, Sales, Valuation, Finance, Accounting, Asset Allocation, Asset Management, Management, Financial Analysis, Risk Management, Wealth Management, Alternative Investments, Strategic Planning, Analysis, Series 7, Retirement Planning, Mergers & Acquisitions, Financial Advisory, Financial Planning
Education
Shenandoah University
Master of Business Administration (M.B.A.)
University of Maryland University College
Bachelor's degree
Direct 2 Consumer Marketing, LLC June 2014 - Present
Robert W. Baird & Co. July 2007 - December 2013
Skills
Strategic Financial..., Entrepreneurship, Start-ups, Investments, Sales, Valuation, Finance, Accounting, Asset Allocation, Asset Management, Management, Financial Analysis, Risk Management, Wealth Management, Alternative Investments, Strategic Planning, Analysis, Series 7, Retirement Planning, Mergers & Acquisitions, Financial Advisory, Financial Planning
Education
Shenandoah University
Master of Business Administration (M.B.A.)
University of Maryland University College
Bachelor's degree
Greg Burgett Greg Burgett's Robert W. Baird & Co. Experience 2006 - 2010
Job Financial Advisor, Senior Financial Services Representative, Princor Registered Representative
Industry Financial Services
Experience
The Principal Financial Group February 2010 - Present
Robert W. Baird & Co. 2006 - 2010
Associated Investment Services 1997 - 2006
Fidelity Investments November 1991 - April 1997
Skills
Long-Term Care Insurance, Financial Needs Analysis, Supplemental Retirement..., Business Continuation..., Business Overhead...
Education
University of Cincinnati 1983 — 1986
Marketing
The Ohio State University 1981 — 1983
Business
Indian Hill High School 1977 — 1981
College Prep, College/University Preparatory, 9-12
The Principal Financial Group February 2010 - Present
Robert W. Baird & Co. 2006 - 2010
Associated Investment Services 1997 - 2006
Fidelity Investments November 1991 - April 1997
Skills
Long-Term Care Insurance, Financial Needs Analysis, Supplemental Retirement..., Business Continuation..., Business Overhead...
Education
University of Cincinnati 1983 — 1986
Marketing
The Ohio State University 1981 — 1983
Business
Indian Hill High School 1977 — 1981
College Prep, College/University Preparatory, 9-12
Kimberly Haws Falasco Kimberly Haws Falasco's Robert W. Baird & Co. Experience January 2009 - Present
Job Director, Branch Manager Financial Advisor at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. January 2009 - Present
Smith Barney 2002 - 2009
Morgan Stanley 1986 - 2002
Skills
Helping women take..., Divorced and Widowed..., Retirement Planning, Wealth Management, Strategic Financial..., Alternative Investments, IRAs, Explaining Investments..., Series 7, Investments, Insurance, Asset Allocation, Fixed Annuities, Banking, Series 63, Investment Advisory, Investment Management, Retirement, Wealth Management..., Finance, Mutual Funds, Portfolio Management, Estate Planning, 401k, Financial Advisory, Securities, Investment Strategies, Uniform Combined State..., Asset Management, Series 65, Series 24, FINRA, Financial Planners, Separately Managed..., Financial Services, Certified Financial..., Wealth, Wealth Accumulation, Roth IRA, Personal Financial..., Long-term Care, Equities, Management
Education
The University of Akron
Bachelor's, Personal Finance
Robert W. Baird & Co. January 2009 - Present
Smith Barney 2002 - 2009
Morgan Stanley 1986 - 2002
Skills
Helping women take..., Divorced and Widowed..., Retirement Planning, Wealth Management, Strategic Financial..., Alternative Investments, IRAs, Explaining Investments..., Series 7, Investments, Insurance, Asset Allocation, Fixed Annuities, Banking, Series 63, Investment Advisory, Investment Management, Retirement, Wealth Management..., Finance, Mutual Funds, Portfolio Management, Estate Planning, 401k, Financial Advisory, Securities, Investment Strategies, Uniform Combined State..., Asset Management, Series 65, Series 24, FINRA, Financial Planners, Separately Managed..., Financial Services, Certified Financial..., Wealth, Wealth Accumulation, Roth IRA, Personal Financial..., Long-term Care, Equities, Management
Education
The University of Akron
Bachelor's, Personal Finance
Jaime Tyree's Robert W. Baird & Co. Experience July 2013 - July 2015
Job Currently seeking other opportunities
Industry Financial Services
Experience
Robert W. Baird & Co. July 2013 - July 2015
Robert W. Baird September 2008 - July 2013
WHG September 2006 - September 2008
Robert W. Baird March 1999 - September 2006
Skills
Series 63, Series 7, Securities, FINRA
Education
Silver Lake College 1997 — 1998
Robert W. Baird & Co. July 2013 - July 2015
Robert W. Baird September 2008 - July 2013
WHG September 2006 - September 2008
Robert W. Baird March 1999 - September 2006
Skills
Series 63, Series 7, Securities, FINRA
Education
Silver Lake College 1997 — 1998
Kendall Mahon's Robert W. Baird & Co. Experience May 2013 - July 2013
Job Financial Analyst at Southeastern Grocers
Industry Financial Services
Experience
Southeastern Grocers April 2015 - Present
Northcoast Research January 2015 - March 2015
Northcoast Research May 2014 - December 2014
Case Western Reserve University July 2013 - May 2014
Robert W. Baird & Co. May 2013 - July 2013
Alcoa June 2011 - September 2011
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Leadership, Data Analysis, Auditing, Microsoft Word, Event Planning, Customer Service, Research, Social Media, Public Speaking, Access, Fundraising, Facebook, Accounting
Education
Case Western Reserve University - Weatherhead School of Management 2013 — 2014
Master's degree, Finance, General
The Ohio State University 2009 — 2012
BSBA, Finance
Hudson High School
Hudson High School
Southeastern Grocers April 2015 - Present
Northcoast Research January 2015 - March 2015
Northcoast Research May 2014 - December 2014
Case Western Reserve University July 2013 - May 2014
Robert W. Baird & Co. May 2013 - July 2013
Alcoa June 2011 - September 2011
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Leadership, Data Analysis, Auditing, Microsoft Word, Event Planning, Customer Service, Research, Social Media, Public Speaking, Access, Fundraising, Facebook, Accounting
Education
Case Western Reserve University - Weatherhead School of Management 2013 — 2014
Master's degree, Finance, General
The Ohio State University 2009 — 2012
BSBA, Finance
Hudson High School
Hudson High School
Michael Howe CFP Michael Howe CFP's Robert W. Baird & Co. Experience July 1990 - August 2011
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. August 2011 - Present
Robert W. Baird & Co. July 1990 - August 2011
Muriel Siebert & Co., Inc. February 1989 - June 1990
Education
St. Lawrence University 1977 — 1981
Bachelor of Arts, Economics
Ameriprise Financial Services, Inc. August 2011 - Present
Robert W. Baird & Co. July 1990 - August 2011
Muriel Siebert & Co., Inc. February 1989 - June 1990
Education
St. Lawrence University 1977 — 1981
Bachelor of Arts, Economics
Caleb Olson Caleb Olson's Robert W. Baird & Co. Experience July 2015 - Present
Job Investment Banking Analyst at Robert W. Baird & Co.
Industry Investment Banking
Experience
Robert W. Baird & Co. July 2015 - Present
Ross, Sinclaire & Associates January 2014 - May 2015
KeyBanc Capital Markets May 2014 - August 2014
Northwestern Mutual June 2012 - January 2014
Buckeye Undergraduate Consulting Club August 2012 - December 2013
Skills
PowerPoint, Outlook, Access, Microsoft Excel, Teamwork, Finance, Financial Analysis, Microsoft Office, Accounting, Public Speaking, Leadership, Microsoft Word
Education
The Ohio State University - The Max M. Fisher College of Business 2011 — 2015
Bachelor of Science (BS), Finance
Robert W. Baird & Co. July 2015 - Present
Ross, Sinclaire & Associates January 2014 - May 2015
KeyBanc Capital Markets May 2014 - August 2014
Northwestern Mutual June 2012 - January 2014
Buckeye Undergraduate Consulting Club August 2012 - December 2013
Skills
PowerPoint, Outlook, Access, Microsoft Excel, Teamwork, Finance, Financial Analysis, Microsoft Office, Accounting, Public Speaking, Leadership, Microsoft Word
Education
The Ohio State University - The Max M. Fisher College of Business 2011 — 2015
Bachelor of Science (BS), Finance
Elizabeth Arenz Elizabeth Arenz's Robert W. Baird & Co. Experience July 2015 - Present
Job Investment Banking Analyst at Robert W. Baird
Industry Financial Services
Experience
Robert W. Baird & Co. July 2015 - Present
Johns Hopkins University August 2011 - May 2015
Oaktree Capital Management June 2014 - August 2014
Bengur Bryan & Co., Inc. July 2013 - August 2013
Patriot Capital July 2013 - August 2013
Women's Wear Daily June 2012 - August 2012
Skills
Data Analysis, Capital IQ, Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Editing, Public Speaking, Community Outreach, Nonprofits, Fundraising, Teaching, Social Media, Facebook, Blogging, Photoshop
Education
The Johns Hopkins University 2011 — 2015
Bachelor of Arts (B.A.), Art History
Greenwich Academy 2008 — 2011
High School Diploma
Robert W. Baird & Co. July 2015 - Present
Johns Hopkins University August 2011 - May 2015
Oaktree Capital Management June 2014 - August 2014
Bengur Bryan & Co., Inc. July 2013 - August 2013
Patriot Capital July 2013 - August 2013
Women's Wear Daily June 2012 - August 2012
Skills
Data Analysis, Capital IQ, Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Editing, Public Speaking, Community Outreach, Nonprofits, Fundraising, Teaching, Social Media, Facebook, Blogging, Photoshop
Education
The Johns Hopkins University 2011 — 2015
Bachelor of Arts (B.A.), Art History
Greenwich Academy 2008 — 2011
High School Diploma
Colin Kavanaugh's Robert W. Baird & Co. Experience July 2015 - Present
Job Supervision Analyst at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. July 2015 - Present
Wells Fargo Advantage Funds April 2013 - July 2015
Wells Fargo Advantage Funds March 2011 - April 2013
Guaranty Bank November 2010 - March 2011
Bemis Conference Center October 2007 - May 2010
Skills
Sales, Financial Education, Mutual Funds, Communication, Investments, Computers, Microsoft Office
Education
St. Norbert College 2006 — 2010
Bachelor of Arts (B.A.), Business Administration, Economics
Robert W. Baird & Co. July 2015 - Present
Wells Fargo Advantage Funds April 2013 - July 2015
Wells Fargo Advantage Funds March 2011 - April 2013
Guaranty Bank November 2010 - March 2011
Bemis Conference Center October 2007 - May 2010
Skills
Sales, Financial Education, Mutual Funds, Communication, Investments, Computers, Microsoft Office
Education
St. Norbert College 2006 — 2010
Bachelor of Arts (B.A.), Business Administration, Economics
Dale Whitmer Dale Whitmer's Robert W. Baird & Co. Experience January 2012 - December 2013
Job Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2014 - Present
Robert W. Baird & Co. January 2012 - December 2013
UBS Financial Services December 2009 - January 2012
Merrill Lynch March 2005 - December 2009
The Vintage Bank April 2003 - December 2006
Education
San Diego State University-California State University 2002 — 2007
Business, Finance
Morgan Stanley January 2014 - Present
Robert W. Baird & Co. January 2012 - December 2013
UBS Financial Services December 2009 - January 2012
Merrill Lynch March 2005 - December 2009
The Vintage Bank April 2003 - December 2006
Education
San Diego State University-California State University 2002 — 2007
Business, Finance
Courtney Umhoefer Courtney Umhoefer's Robert W. Baird & Co. Experience February 2014 - Present
Job Registered Client Service Associate at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. February 2014 - Present
Lake Country Wealth Management February 2013 - February 2014
Great-West Life and Annuity Insurance Company February 2012 - February 2013
JPMorgan Chase May 2009 - July 2010
Ozaukee Bank/BMO Harris Bank August 2007 - May 2009
Skills
Life & Health Insurance..., Series 6, Series 63, Series 7, Series 66, Portfolio Management, 401k, Retirement Planning, Wealth Management, 401k Rollovers, Securities, Banking, Organization, Independence
Education
The Ohio State University 2009 — 2011
Bachelor's degree, Personal Finance
University of Wisconsin-Milwaukee 2006 — 2008
Homestead High School 2002 — 2006
Robert W. Baird & Co. February 2014 - Present
Lake Country Wealth Management February 2013 - February 2014
Great-West Life and Annuity Insurance Company February 2012 - February 2013
JPMorgan Chase May 2009 - July 2010
Ozaukee Bank/BMO Harris Bank August 2007 - May 2009
Skills
Life & Health Insurance..., Series 6, Series 63, Series 7, Series 66, Portfolio Management, 401k, Retirement Planning, Wealth Management, 401k Rollovers, Securities, Banking, Organization, Independence
Education
The Ohio State University 2009 — 2011
Bachelor's degree, Personal Finance
University of Wisconsin-Milwaukee 2006 — 2008
Homestead High School 2002 — 2006
Paula B. Johnson Paula B. Johnson's Robert W. Baird & Co. Experience January 2009 - January 2010
Job Business Development Consultant, Entrepreneur
Industry Real Estate
Experience
RE/MAX February 2013 - Present
CEG Consulting 2011 - Present
SignalPoint Asset Management, LLC June 2010 - April 2011
Robert W. Baird & Co. January 2009 - January 2010
A.G. Edwards (acquired by Wachovia Securities) April 2005 - January 2009
Quick & Reilly (acquired by Bank of America) July 2003 - October 2004
Morgan Stanley Smith Barney March 2001 - July 2003
Prudential Securities July 1991 - March 2001
Skills
Project Management, Recruiting, Business Development, Change Management, Training, Profit Maximization, Building Relationships, Customer Service, Goal Setting, Performance Improvement, Client Development, Retention Strategies, Revenue Enhancement, Fundraising, Event Management, Strategic Planning, Sales & Marketing..., Team Building, Management, Sales, Investment Properties
Education
Shippensburg University of Pennsylvania
Bachelor of Arts (B.A.), Political Science and Government
RE/MAX February 2013 - Present
CEG Consulting 2011 - Present
SignalPoint Asset Management, LLC June 2010 - April 2011
Robert W. Baird & Co. January 2009 - January 2010
A.G. Edwards (acquired by Wachovia Securities) April 2005 - January 2009
Quick & Reilly (acquired by Bank of America) July 2003 - October 2004
Morgan Stanley Smith Barney March 2001 - July 2003
Prudential Securities July 1991 - March 2001
Skills
Project Management, Recruiting, Business Development, Change Management, Training, Profit Maximization, Building Relationships, Customer Service, Goal Setting, Performance Improvement, Client Development, Retention Strategies, Revenue Enhancement, Fundraising, Event Management, Strategic Planning, Sales & Marketing..., Team Building, Management, Sales, Investment Properties
Education
Shippensburg University of Pennsylvania
Bachelor of Arts (B.A.), Political Science and Government
Colleen Costello Colleen Costello's Robert W. Baird & Co. Experience May 2013 - August 2013
Job Research Associate at Cleary Gull
Industry Financial Services
Experience
Cleary Gull September 2015 - Present
Milwaukee Rowing Club March 2015 - Present
Alpha Investment Consulting Group, LLC February 2015 - August 2015
Prevent Blindness Wisconsin September 2014 - December 2014
Bulle Rock Capital January 2014 - May 2014
Robert W. Baird & Co. May 2013 - August 2013
Milwaukee Rowing Club May 2010 - August 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Public Speaking, Financial Modeling, Equity Research, Financial Analysis, Team Building
Education
Southern Methodist University - Cox School of Business 2010 — 2014
Bachelor of Business Administration, Finance
University School of Milwaukee 2007 — 2010
High School
Cleary Gull September 2015 - Present
Milwaukee Rowing Club March 2015 - Present
Alpha Investment Consulting Group, LLC February 2015 - August 2015
Prevent Blindness Wisconsin September 2014 - December 2014
Bulle Rock Capital January 2014 - May 2014
Robert W. Baird & Co. May 2013 - August 2013
Milwaukee Rowing Club May 2010 - August 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Public Speaking, Financial Modeling, Equity Research, Financial Analysis, Team Building
Education
Southern Methodist University - Cox School of Business 2010 — 2014
Bachelor of Business Administration, Finance
University School of Milwaukee 2007 — 2010
High School
Kyle Yarberry's Robert W. Baird & Co. Experience October 2007 - July 2009
Job Student at the University of Michigan Law School
Industry Legal Services
Experience
Michael Best & Friedrich LLP June 2015 - July 2015
Boyle Fredrickson August 2014 - August 2014
Michael Best & Friedrich LLP June 2014 - July 2014
SMBC November 2009 - June 2013
Robert W. Baird & Co. October 2007 - July 2009
Skills
Registered Patent Agent, EIT
Education
University of Michigan Law School
J.D.
Southern Methodist University
Mechanical Engineering, Mathematics
Michael Best & Friedrich LLP June 2015 - July 2015
Boyle Fredrickson August 2014 - August 2014
Michael Best & Friedrich LLP June 2014 - July 2014
SMBC November 2009 - June 2013
Robert W. Baird & Co. October 2007 - July 2009
Skills
Registered Patent Agent, EIT
Education
University of Michigan Law School
J.D.
Southern Methodist University
Mechanical Engineering, Mathematics
Thomas O'Hare Thomas O'Hare's Robert W. Baird & Co. Experience May 2012 - Present
Job Director at Robert W. Baird & Co.
Industry Investment Banking
Experience
Robert W. Baird & Co. May 2012 - Present
FBR June 2007 - May 2012
U.S. Navy - Submarine May 2001 - June 2007
Skills
Capital Markets, Operations Management, Strategic Planning, Equities, Mergers
Education
University of Maryland - Robert H. Smith School of Business 2005 — 2007
Master of Business Administration (MBA), Finance Concentration
US Naval Academy 1997 — 2001
Bachelor of Science (BS), Mechanical Engineering
The Johns Hopkins University 1996 — 1997
Robert W. Baird & Co. May 2012 - Present
FBR June 2007 - May 2012
U.S. Navy - Submarine May 2001 - June 2007
Skills
Capital Markets, Operations Management, Strategic Planning, Equities, Mergers
Education
University of Maryland - Robert H. Smith School of Business 2005 — 2007
Master of Business Administration (MBA), Finance Concentration
US Naval Academy 1997 — 2001
Bachelor of Science (BS), Mechanical Engineering
The Johns Hopkins University 1996 — 1997
Alex Shannon's Robert W. Baird & Co. Experience January 2013 - May 2013
Job Organizational Growth Enthusiast
Industry Philanthropy
Experience
Summa Health August 2015 - Present
John S. and James L. Knight Foundation April 2015 - July 2015
The University of Akron August 2014 - May 2015
Rockne's Pub April 2010 - April 2015
Stan Hywet Hall & Gardens May 2014 - August 2014
BCG & Company January 2014 - April 2014
Robert W. Baird & Co. January 2013 - May 2013
Fox Den Golf Course April 2011 - November 2012
Skills
Leadership, Public Speaking, Time Management, Microsoft Excel, Accounting, Fundraising, Microsoft Office, Microsoft Word, Social Media, Social Networking, Teamwork, PowerPoint, Event Planning, Community Outreach, Strategic Planning, Tax Preparation, Programming
Education
The University of Akron 2011 — 2015
Accounting, GPA: 3.36
Summa Health August 2015 - Present
John S. and James L. Knight Foundation April 2015 - July 2015
The University of Akron August 2014 - May 2015
Rockne's Pub April 2010 - April 2015
Stan Hywet Hall & Gardens May 2014 - August 2014
BCG & Company January 2014 - April 2014
Robert W. Baird & Co. January 2013 - May 2013
Fox Den Golf Course April 2011 - November 2012
Skills
Leadership, Public Speaking, Time Management, Microsoft Excel, Accounting, Fundraising, Microsoft Office, Microsoft Word, Social Media, Social Networking, Teamwork, PowerPoint, Event Planning, Community Outreach, Strategic Planning, Tax Preparation, Programming
Education
The University of Akron 2011 — 2015
Accounting, GPA: 3.36
Emily Finch Emily Finch's Robert W. Baird & Co. Experience January 2015 - Present
Job Financial Advisor, The Allman Bobbie Group at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. January 2015 - Present
U.S. House of Representatives June 2013 - January 2015
U.S. House of Representatives May 2012 - June 2013
U.S. House of Representatives October 2010 - May 2012
United States Senate September 2010 - October 2010
SNL Financial June 2009 - August 2009
Sea Island Company May 2007 - July 2007
Skills
PowerPoint, Word, Research, Excel, Community Outreach, Public Policy
Education
Sewanee-The University of the South 2006 — 2010
Bachelor of Arts, Economics
Robert W. Baird & Co. January 2015 - Present
U.S. House of Representatives June 2013 - January 2015
U.S. House of Representatives May 2012 - June 2013
U.S. House of Representatives October 2010 - May 2012
United States Senate September 2010 - October 2010
SNL Financial June 2009 - August 2009
Sea Island Company May 2007 - July 2007
Skills
PowerPoint, Word, Research, Excel, Community Outreach, Public Policy
Education
Sewanee-The University of the South 2006 — 2010
Bachelor of Arts, Economics
Casey Fleming's Robert W. Baird & Co. Experience May 2004 - August 2004
Job Senior Counsel at Foley & Lardner LLP
Industry Law Practice
Experience
Foley & Lardner LLP February 2015 - Present
Foley & Lardner LLP September 2008 - January 2015
Robert W. Baird & Co. May 2004 - August 2004
Skills
Legal Research, Legal Writing, Corporate Law, Corporate Governance, Due Diligence, Restructuring, Research, Public Speaking, Microsoft Excel, Renewable Energy, Negotiation, Mergers & Acquisitions, Employee Benefits, Executive Pay
Education
Washington & Lee School of Law 2005 — 2008
J.D., magna cum laude
Sweet Briar College 2002 — 2005
B.A., Philosophy, Valedictorian
Homestead High School 1998 — 2002
Valedictorian
Foley & Lardner LLP February 2015 - Present
Foley & Lardner LLP September 2008 - January 2015
Robert W. Baird & Co. May 2004 - August 2004
Skills
Legal Research, Legal Writing, Corporate Law, Corporate Governance, Due Diligence, Restructuring, Research, Public Speaking, Microsoft Excel, Renewable Energy, Negotiation, Mergers & Acquisitions, Employee Benefits, Executive Pay
Education
Washington & Lee School of Law 2005 — 2008
J.D., magna cum laude
Sweet Briar College 2002 — 2005
B.A., Philosophy, Valedictorian
Homestead High School 1998 — 2002
Valedictorian
Katie Neuberger Katie Neuberger's Robert W. Baird & Co. Experience May 2012 - August 2012
Job Assurance at EY
Industry Financial Services
Experience
EY 2015 - Present
EY January 2014 - March 2014
Mercedes-Benz USA May 2013 - August 2013
Robert W. Baird & Co. May 2012 - August 2012
Skills
Microsoft Excel, Microsoft Word, Microsoft Powerpoint, Leadership, Academic Achievement, Public Speaking, Team Leadership, PowerPoint, Public Relations, Budgets, Accounting, Microsoft Office, Coaching, Time Management, Nonprofits, Finance
Education
Texas Christian University 2014 — 2015
Master of Accounting, Financial Valuation emphasis
Texas Christian University - M.J. Neeley School of Business 2010 — 2014
Bachelor of Business Administration (BBA), Magna Cum Laude
EY 2015 - Present
EY January 2014 - March 2014
Mercedes-Benz USA May 2013 - August 2013
Robert W. Baird & Co. May 2012 - August 2012
Skills
Microsoft Excel, Microsoft Word, Microsoft Powerpoint, Leadership, Academic Achievement, Public Speaking, Team Leadership, PowerPoint, Public Relations, Budgets, Accounting, Microsoft Office, Coaching, Time Management, Nonprofits, Finance
Education
Texas Christian University 2014 — 2015
Master of Accounting, Financial Valuation emphasis
Texas Christian University - M.J. Neeley School of Business 2010 — 2014
Bachelor of Business Administration (BBA), Magna Cum Laude
Frank Simko III Frank Simko III's Robert W. Baird & Co. Experience January 2012 - June 2012
Job Cleveland Sales Manager at Construction Mechanics Inc
Industry Management Consulting
Experience
Construction Mechanics July 2012 - Present
Robert W. Baird & Co. January 2012 - June 2012
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Marketing, Marketing Strategy, Sales, Management Consulting, Account Management, Leadership, Customer Service, Sales Management, Marketing Communications, Social Media, Salesforce.com, Market Research, Social Networking, Team Leadership
Education
The University of Akron 2006 — 2011
Bachelor of Business Administration (B.B.A.), Marketing/Marketing Management, Sales Management
Construction Mechanics July 2012 - Present
Robert W. Baird & Co. January 2012 - June 2012
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Marketing, Marketing Strategy, Sales, Management Consulting, Account Management, Leadership, Customer Service, Sales Management, Marketing Communications, Social Media, Salesforce.com, Market Research, Social Networking, Team Leadership
Education
The University of Akron 2006 — 2011
Bachelor of Business Administration (B.B.A.), Marketing/Marketing Management, Sales Management
Steven Welsch Steven Welsch's Robert W. Baird & Co. Experience February 2009 - Present
Job Senior Vice President at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. February 2009 - Present
Skills
Series 7, Series 63, Wealth Management, Alternative Investments, FINRA, Series 65, Asset Allocation, Mutual Funds, Investment Advisory, Portfolio Management
Education
SUNY Oneonta 1971 — 1975
BA
Syosset High School
Robert W. Baird & Co. February 2009 - Present
Skills
Series 7, Series 63, Wealth Management, Alternative Investments, FINRA, Series 65, Asset Allocation, Mutual Funds, Investment Advisory, Portfolio Management
Education
SUNY Oneonta 1971 — 1975
BA
Syosset High School
Katie Chekan Katie Chekan's Robert W. Baird & Co. Experience July 2011 - December 2012
Job Senior Associate at Deloitte
Industry Financial Services
Experience
Deloitte March 2014 - Present
The Carlyle Group January 2013 - March 2014
Robert W. Baird & Co. July 2011 - December 2012
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 2009 — 2011
MA, China Studies, International Economics
The Johns Hopkins University 2006 — 2009
BA, International Relations, East Asian Studies
Deloitte March 2014 - Present
The Carlyle Group January 2013 - March 2014
Robert W. Baird & Co. July 2011 - December 2012
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 2009 — 2011
MA, China Studies, International Economics
The Johns Hopkins University 2006 — 2009
BA, International Relations, East Asian Studies
Douglas MacFarlane Douglas MacFarlane's Robert W. Baird & Co. Experience September 2010 - Present
Job Director at Robert W. Baird & Co.
Industry Investment Management
Experience
Robert W. Baird & Co. September 2010 - Present
Wells Fargo Investments August 1989 - September 2010
Skills
Wealth Management, Asset Management
Education
San Francisco State University
BS, Accounting
Robert W. Baird & Co. September 2010 - Present
Wells Fargo Investments August 1989 - September 2010
Skills
Wealth Management, Asset Management
Education
San Francisco State University
BS, Accounting
Adam Cohen, PE, EMBA Adam Cohen, PE, EMBA's Robert W. Baird & Co. Experience December 2014 - Present
Job Vice President at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. December 2014 - Present
RBC Capital Markets May 2012 - December 2014
LJA Engineering & Surveying, Inc. January 2003 - May 2012
Turner Industries 1999 - 1999
Skills
Project Execution, Strategic Planning, Project Control, Data Analysis, Negotiation, Leading By Example, Project Management, Financial Modeling, Financial Analysis, Finance, Strategy, Market Research, Due Diligence, Capital Markets, Valuation, Investment Banking, Marketing, Business Development, Series 7, Series 52, Series 63, Series 79, Excel, Proposal Writing, Land Development, MS Project, Management, Microsoft Excel, Construction, Construction Management, Contract Negotiation, Municipalities, Leadership, Civil Engineering, Process Improvement, Petroleum, PowerPoint, Drainage, Analysis, Engineering, Feasibility Studies, Road, Project Estimation, Contract Management
Education
University of Houston, C.T. Bauer College of Business 2010 — 2012
Executive Master of Business Administration (EMBA), Leadership / Management, 3.93/4.0
Texas A&M University 1997 — 2002
BS, Civil Engineering
Robert W. Baird & Co. December 2014 - Present
RBC Capital Markets May 2012 - December 2014
LJA Engineering & Surveying, Inc. January 2003 - May 2012
Turner Industries 1999 - 1999
Skills
Project Execution, Strategic Planning, Project Control, Data Analysis, Negotiation, Leading By Example, Project Management, Financial Modeling, Financial Analysis, Finance, Strategy, Market Research, Due Diligence, Capital Markets, Valuation, Investment Banking, Marketing, Business Development, Series 7, Series 52, Series 63, Series 79, Excel, Proposal Writing, Land Development, MS Project, Management, Microsoft Excel, Construction, Construction Management, Contract Negotiation, Municipalities, Leadership, Civil Engineering, Process Improvement, Petroleum, PowerPoint, Drainage, Analysis, Engineering, Feasibility Studies, Road, Project Estimation, Contract Management
Education
University of Houston, C.T. Bauer College of Business 2010 — 2012
Executive Master of Business Administration (EMBA), Leadership / Management, 3.93/4.0
Texas A&M University 1997 — 2002
BS, Civil Engineering
Elizabeth Ecker's Robert W. Baird & Co. Experience June 2013 - September 2013
Job Financial AnalystSpecial Assets Group at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs July 2014 - Present
Robert W. Baird & Co. June 2013 - September 2013
Robert W. Baird & Co. June 2012 - September 2012
Skills
Valuation, Equity Research, Venture Capital, Due Diligence, Financial Modeling
Education
Stanford University 2010 — 2014
Bachelor of Arts (B.A.), Science, Technology & Society with a concentration in Economics, 3.7 GPA
Stanford University Bing Overseas Program: Paris
University School of Milwaukee
Goldman Sachs July 2014 - Present
Robert W. Baird & Co. June 2013 - September 2013
Robert W. Baird & Co. June 2012 - September 2012
Skills
Valuation, Equity Research, Venture Capital, Due Diligence, Financial Modeling
Education
Stanford University 2010 — 2014
Bachelor of Arts (B.A.), Science, Technology & Society with a concentration in Economics, 3.7 GPA
Stanford University Bing Overseas Program: Paris
University School of Milwaukee
Alex Wentz Alex Wentz's Robert W. Baird & Co. Experience December 2012 - Present
Job Financial Analyst Public Finance at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. December 2012 - Present
Pride Soccer Club April 2012 - Present
Pride Soccer Club August 2009 - Present
Assistance in Marketing (AIM) - Columbus April 2011 - February 2012
Dow Chemical March 2011 - June 2011
Canal Winchester High School June 2010 - October 2010
Skills
Microsoft Office, SAS, Minitab, Social Media, PowerPoint, Access, Excel, Word, Coaching, Capital Markets, Debt Restructuring, Debt & Equity Financing, Non-profit Consulting, Public Finance, DBC, Soccer
Education
The Ohio State University 2008 — 2013
Bachelor of Science in Business Administration, Specializations in Marketing and Finance - Minor in Statistics, 3.5
Canal Winchester High School 2004 — 2008
4.0
Robert W. Baird & Co. December 2012 - Present
Pride Soccer Club April 2012 - Present
Pride Soccer Club August 2009 - Present
Assistance in Marketing (AIM) - Columbus April 2011 - February 2012
Dow Chemical March 2011 - June 2011
Canal Winchester High School June 2010 - October 2010
Skills
Microsoft Office, SAS, Minitab, Social Media, PowerPoint, Access, Excel, Word, Coaching, Capital Markets, Debt Restructuring, Debt & Equity Financing, Non-profit Consulting, Public Finance, DBC, Soccer
Education
The Ohio State University 2008 — 2013
Bachelor of Science in Business Administration, Specializations in Marketing and Finance - Minor in Statistics, 3.5
Canal Winchester High School 2004 — 2008
4.0
Carlos Alcaine's Robert W. Baird & Co. Experience November 2008 - Present
Job Director at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. November 2008 - Present
Education
San Jose State University 1973 — 1978
Bachelor, Business Administration
Robert W. Baird & Co. November 2008 - Present
Education
San Jose State University 1973 — 1978
Bachelor, Business Administration
GEORGE FINKES GEORGE FINKES's Robert W. Baird & Co. Experience May 1998 - Present
Job FINANCIAL ADVISOR at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. May 1998 - Present
The Ohio Company June 1986 - April 1998
Skills
Series 7, Retirement Planning, Wealth Management, Investments, Mutual Funds, Asset Allocation, Series 63, Investment Advisory, Financial Planning, Retirement, Portfolio Management, Securities, Equities, Investment Strategies, Financial Advisory
Education
The Ohio State University 1974 — 1978
Business Administration and Management, General
Robert W. Baird & Co. May 1998 - Present
The Ohio Company June 1986 - April 1998
Skills
Series 7, Retirement Planning, Wealth Management, Investments, Mutual Funds, Asset Allocation, Series 63, Investment Advisory, Financial Planning, Retirement, Portfolio Management, Securities, Equities, Investment Strategies, Financial Advisory
Education
The Ohio State University 1974 — 1978
Business Administration and Management, General
Heidi Grinker Heidi Grinker's Robert W. Baird & Co. Experience April 2013 - June 2014
Job Registered Client Relationship Associate
Industry Financial Services
Experience
Robert W. Baird & Co. April 2013 - June 2014
Robert W. Baird & Co. February 2013 - April 2013
Robert W. Baird & Co. September 2011 - January 2013
R.W. Baird May 2007 - August 2011
Enterprise Rent-A-Car July 2003 - May 2007
Skills
Customer Service, Uniform Combined State..., Insurance, Series 7, Life Insurance, Financial Services, Outlook, Microsoft Excel, Microsoft Word, Access, Call Centers, Finance
Education
St. Norbert College 1999 — 2003
Bachelor of Business Administration (B.B.A.), Marketing/Communications
Robert W. Baird & Co. April 2013 - June 2014
Robert W. Baird & Co. February 2013 - April 2013
Robert W. Baird & Co. September 2011 - January 2013
R.W. Baird May 2007 - August 2011
Enterprise Rent-A-Car July 2003 - May 2007
Skills
Customer Service, Uniform Combined State..., Insurance, Series 7, Life Insurance, Financial Services, Outlook, Microsoft Excel, Microsoft Word, Access, Call Centers, Finance
Education
St. Norbert College 1999 — 2003
Bachelor of Business Administration (B.B.A.), Marketing/Communications
Michael Vander Roest's Robert W. Baird & Co. Experience July 2013 - September 2014
Job MBA Candidate at University of Chicago Booth School of Business
Industry Financial Services
Experience
University of Chicago Booth School of Business September 2014 - Present
Robert W. Baird & Co. July 2013 - September 2014
Robert W. Baird & Co. July 2012 - June 2013
Robert W. Baird & Co. July 2010 - June 2012
Skills
Financial Modeling, Corporate Finance, Financial Analysis, Valuation, Private Equity, Due Diligence, Investments, Capital Markets, Mergers, M&A experience, Equities, Investment Banking, Economics, Business Strategy, Finance, Competitive Analysis, Forecasting, Microsoft Excel
Education
University of Michigan 2006 — 2010
BA, Economics
University of Michigan - Stephen M. Ross School of Business 2006 — 2010
BBA, Finance and Accounting Concentrations
The University of Chicago Booth School of Business
The University of Chicago Booth School of Business
The University of Chicago Booth School of Business
University of Chicago Booth School of Business September 2014 - Present
Robert W. Baird & Co. July 2013 - September 2014
Robert W. Baird & Co. July 2012 - June 2013
Robert W. Baird & Co. July 2010 - June 2012
Skills
Financial Modeling, Corporate Finance, Financial Analysis, Valuation, Private Equity, Due Diligence, Investments, Capital Markets, Mergers, M&A experience, Equities, Investment Banking, Economics, Business Strategy, Finance, Competitive Analysis, Forecasting, Microsoft Excel
Education
University of Michigan 2006 — 2010
BA, Economics
University of Michigan - Stephen M. Ross School of Business 2006 — 2010
BBA, Finance and Accounting Concentrations
The University of Chicago Booth School of Business
The University of Chicago Booth School of Business
The University of Chicago Booth School of Business
Miguel Mireles Miguel Mireles's Robert W. Baird & Co. Experience June 2015 - Present
Job Investment Banking Associate at Robert W. Baird & Co.
Industry Investment Banking
Experience
Robert W. Baird & Co. June 2015 - Present
Grace Matthews, Inc. July 2014 - June 2015
Xolve, Inc. August 2012 - September 2014
Grace Matthews, Inc. May 2011 - September 2011
Legacy Asset Management, Inc May 2010 - July 2010
Perkins Coie LLP May 2009 - August 2009
Foley & Lardner LLP May 2008 - August 2008
Kimberly-Clark Corp January 2005 - May 2005
Skills
Early-stage Startups, Early-stage company..., Business Strategy, start-up valuation, New Business Development, Licensing, Patents, Mergers, Intellectual Property, Financial Modeling, Valuation, Corporate Finance, Investment Banking, Due Diligence, Patent Prosecution, Legal Writing, Data Analysis, Research, Patent Litigation, Legal Research, Financial Analysis, Project Management, Energy, Microsoft Excel, Nanomaterials, Nanotechnology, Polymer Composites, Polymer Nanocomposites, Energy Storage, Venture Capital, Technology Transfer, Corporate Development, Entrepreneurship, Start-ups, Materials, Mergers & Acquisitions, Innovation Development, Spanish
Education
University of Wisconsin-Madison - School of Business 2010 — 2012
MBA, Corporate Finance and Investment Banking Center
University of Wisconsin Law School 2007 — 2010
Juris Doctor 2007, Business Law
Texas Tech University 2003 — 2007
Bachelors of Science Chemical Engineering, Thermodynamics, Transport Phenomena
Robert W. Baird & Co. June 2015 - Present
Grace Matthews, Inc. July 2014 - June 2015
Xolve, Inc. August 2012 - September 2014
Grace Matthews, Inc. May 2011 - September 2011
Legacy Asset Management, Inc May 2010 - July 2010
Perkins Coie LLP May 2009 - August 2009
Foley & Lardner LLP May 2008 - August 2008
Kimberly-Clark Corp January 2005 - May 2005
Skills
Early-stage Startups, Early-stage company..., Business Strategy, start-up valuation, New Business Development, Licensing, Patents, Mergers, Intellectual Property, Financial Modeling, Valuation, Corporate Finance, Investment Banking, Due Diligence, Patent Prosecution, Legal Writing, Data Analysis, Research, Patent Litigation, Legal Research, Financial Analysis, Project Management, Energy, Microsoft Excel, Nanomaterials, Nanotechnology, Polymer Composites, Polymer Nanocomposites, Energy Storage, Venture Capital, Technology Transfer, Corporate Development, Entrepreneurship, Start-ups, Materials, Mergers & Acquisitions, Innovation Development, Spanish
Education
University of Wisconsin-Madison - School of Business 2010 — 2012
MBA, Corporate Finance and Investment Banking Center
University of Wisconsin Law School 2007 — 2010
Juris Doctor 2007, Business Law
Texas Tech University 2003 — 2007
Bachelors of Science Chemical Engineering, Thermodynamics, Transport Phenomena
A Sudhakar Shetty A Sudhakar Shetty's Robert W. Baird & Co. Experience April 2010 - August 2011
Job Senior Technical Business Analyst at Aon Hewitt
Industry Information Technology and Services
Experience
Aon Hewitt February 2014 - Present
Avanade September 2011 - January 2014
Robert W. Baird & Co. April 2010 - August 2011
Kohl's Department Stores December 2009 - March 2010
LeMans Corporation April 2009 - November 2009
Integrys Energy Services April 2008 - March 2009
CUNA Mutual Group November 2007 - March 2008
Skills
Management, PMP, SDLC, Strategy, Vendor Management, Business Analysis, Business Development, Requirements Analysis
Education
University of Toledo 2003 — 2005
MBA, Finance and International Business
San Jose State University 1997 — 2003
B.S. and B.A., Marketing, Economics
Aon Hewitt February 2014 - Present
Avanade September 2011 - January 2014
Robert W. Baird & Co. April 2010 - August 2011
Kohl's Department Stores December 2009 - March 2010
LeMans Corporation April 2009 - November 2009
Integrys Energy Services April 2008 - March 2009
CUNA Mutual Group November 2007 - March 2008
Skills
Management, PMP, SDLC, Strategy, Vendor Management, Business Analysis, Business Development, Requirements Analysis
Education
University of Toledo 2003 — 2005
MBA, Finance and International Business
San Jose State University 1997 — 2003
B.S. and B.A., Marketing, Economics
Matthew Wahlman Matthew Wahlman's Robert W. Baird & Co. Experience June 2014 - Present
Job Senior Vice President Private Wealth Management
Industry Financial Services
Experience
Robert W. Baird & Co. June 2014 - Present
Education
Seattle University
Robert W. Baird & Co. June 2014 - Present
Education
Seattle University
Carson Jones Carson Jones's Robert W. Baird & Co. Experience June 2010 - Present
Job Client Specialist at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. June 2010 - Present
Skills
Customer Service, Mutual Funds, Series 63, Microsoft Office, Leadership, Microsoft Excel, Strategic Financial..., Retirement, PowerPoint, Investments, Financial Analysis, Project Management, Asset Allocation, Securities, Retirement Planning, Public Speaking
Education
St. Olaf College 2006 — 2010
Mathematics and Economics
Robert W. Baird & Co. June 2010 - Present
Skills
Customer Service, Mutual Funds, Series 63, Microsoft Office, Leadership, Microsoft Excel, Strategic Financial..., Retirement, PowerPoint, Investments, Financial Analysis, Project Management, Asset Allocation, Securities, Retirement Planning, Public Speaking
Education
St. Olaf College 2006 — 2010
Mathematics and Economics
Michael Flaim's Robert W. Baird & Co. Experience July 2010 - March 2013
Job Director of Finance, Home & Alternative Modalities at DaVita
Industry Hospital & Health Care
Experience
DaVita January 2014 - Present
TriZetto Corporation April 2013 - January 2014
Robert W. Baird & Co. July 2010 - March 2013
The Leukemia & Lymphoma Society June 2009 - September 2009
Ascend Health Corp. February 2008 - July 2008
CHL Medical Partners July 2005 - January 2008
Thomas Weisel Partners July 2003 - July 2005
Index Ventures July 2002 - September 2002
RCF Consulting June 2001 - September 2001
Skills
Healthcare, Corporate Development, Mergers & Acquisitions, Venture Capital, Private Equity, Investment Banking, Due Diligence, Financial Modeling, Valuation, Corporate Finance, Strategy, Finance, Communication, Equities
Education
The University of Chicago Booth School of Business 2008 — 2010
MBA
The University of Chicago 1999 — 2003
B.A.
The London School of Economics and Political Science (LSE) 2001 — 2002
DaVita January 2014 - Present
TriZetto Corporation April 2013 - January 2014
Robert W. Baird & Co. July 2010 - March 2013
The Leukemia & Lymphoma Society June 2009 - September 2009
Ascend Health Corp. February 2008 - July 2008
CHL Medical Partners July 2005 - January 2008
Thomas Weisel Partners July 2003 - July 2005
Index Ventures July 2002 - September 2002
RCF Consulting June 2001 - September 2001
Skills
Healthcare, Corporate Development, Mergers & Acquisitions, Venture Capital, Private Equity, Investment Banking, Due Diligence, Financial Modeling, Valuation, Corporate Finance, Strategy, Finance, Communication, Equities
Education
The University of Chicago Booth School of Business 2008 — 2010
MBA
The University of Chicago 1999 — 2003
B.A.
The London School of Economics and Political Science (LSE) 2001 — 2002
Nicholas Crosta's Robert W. Baird & Co. Experience June 2014 - Present
Job Vice President at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. June 2014 - Present
McAdams Wright Ragen, Inc. September 2011 - June 2014
San Diego Padres December 2005 - April 2008
Skills
Asset Managment, Investments, Wealth Management, Retirement Planning, Portfolio Management, Asset Management, Series 7, Investment Advisory
Education
Santa Clara University - Leavey School of Business 2008 — 2009
Management
Santa Clara University - Leavey School of Business 2003 — 2005
Management
The University of Texas at Austin 2001 — 2003
Business
Highline High School
Robert W. Baird & Co. June 2014 - Present
McAdams Wright Ragen, Inc. September 2011 - June 2014
San Diego Padres December 2005 - April 2008
Skills
Asset Managment, Investments, Wealth Management, Retirement Planning, Portfolio Management, Asset Management, Series 7, Investment Advisory
Education
Santa Clara University - Leavey School of Business 2008 — 2009
Management
Santa Clara University - Leavey School of Business 2003 — 2005
Management
The University of Texas at Austin 2001 — 2003
Business
Highline High School
Jeff Elliott, CFA's Robert W. Baird & Co. Experience August 2007 - Present
Job
Industry Capital Markets
Experience
Robert W. Baird & Co. August 2007 - Present
Walgreens August 2003 - August 2005
Cap Gemini Ernst & Young 2000 - 2003
Education
The University of Chicago - Booth School of Business 2005 — 2007
MBA
University of Illinois at Urbana-Champaign - College of Business 1996 — 2000
BSBA
Janesville Craig High School
Robert W. Baird & Co. August 2007 - Present
Walgreens August 2003 - August 2005
Cap Gemini Ernst & Young 2000 - 2003
Education
The University of Chicago - Booth School of Business 2005 — 2007
MBA
University of Illinois at Urbana-Champaign - College of Business 1996 — 2000
BSBA
Janesville Craig High School
Heidi Cooper's Robert W. Baird & Co. Experience August 2010 - September 2012
Job Audit Manager at BMO Financial Group
Industry Financial Services
Experience
BMO Financial Group September 2013 - Present
Robert W. Baird & Co. August 2010 - September 2012
Jefferson Wells 2003 - 2010
Shell OIl Trading 1999 - 2002
BHP Petroleum 1993 - 1998
Atlantic Richfield Company 1972 - 1984
Skills
Internal Controls, Accounting, Auditing, Internal Audit, Sarbanes-Oxley, Sarbanes-Oxley Act, Financial Risk, Strategy, Financial Analysis, US GAAP, Managerial Finance, SEC filings, Due Diligence, Financial Reporting, Finance, Financial Modeling, GAAP, Risk Management
Education
Southern Methodist University 1973 — 1975
MBA
University of Wisconsin-Madison 1965 — 1970
BMO Financial Group September 2013 - Present
Robert W. Baird & Co. August 2010 - September 2012
Jefferson Wells 2003 - 2010
Shell OIl Trading 1999 - 2002
BHP Petroleum 1993 - 1998
Atlantic Richfield Company 1972 - 1984
Skills
Internal Controls, Accounting, Auditing, Internal Audit, Sarbanes-Oxley, Sarbanes-Oxley Act, Financial Risk, Strategy, Financial Analysis, US GAAP, Managerial Finance, SEC filings, Due Diligence, Financial Reporting, Finance, Financial Modeling, GAAP, Risk Management
Education
Southern Methodist University 1973 — 1975
MBA
University of Wisconsin-Madison 1965 — 1970
Tom Hissong's Robert W. Baird & Co. Experience June 1999 - February 2011
Job Senior Partner Client First Consulting Group
Industry Marketing and Advertising
Experience
Client First Consulting Group LLC January 2014 - Present
ComNet Marketing March 2013 - Present
InfoCision Management Corporation March 2011 - March 2013
Robert W. Baird & Co. June 1999 - February 2011
Skills
Sales Management, Business Planning, Sales Operations, Leadership Development, Strategic Planning, Business Intelligence, Direct Marketing, Executive Management, Team Building, Income Statement, Contract Negotiation, Lead Generation, New Business Development, Strategy, Strategic Partnerships, Marketing Strategy, Management, P&L Management, Executive Coaching, Business Acquisition, Business Management, Profit & Loss Management, Business Valuation, Contract Negotiations, Investment Banking, Investment Strategies, Small Business, Management Consulting, Marketing Communications, Email Marketing, Marketing
Education
The Ohio State University 1983 — 1987
BS of marketing, Business, Management, Marketing, and Related Support Services
Client First Consulting Group LLC January 2014 - Present
ComNet Marketing March 2013 - Present
InfoCision Management Corporation March 2011 - March 2013
Robert W. Baird & Co. June 1999 - February 2011
Skills
Sales Management, Business Planning, Sales Operations, Leadership Development, Strategic Planning, Business Intelligence, Direct Marketing, Executive Management, Team Building, Income Statement, Contract Negotiation, Lead Generation, New Business Development, Strategy, Strategic Partnerships, Marketing Strategy, Management, P&L Management, Executive Coaching, Business Acquisition, Business Management, Profit & Loss Management, Business Valuation, Contract Negotiations, Investment Banking, Investment Strategies, Small Business, Management Consulting, Marketing Communications, Email Marketing, Marketing
Education
The Ohio State University 1983 — 1987
BS of marketing, Business, Management, Marketing, and Related Support Services
Brian Rauscher's Robert W. Baird & Co. Experience April 2012 - Present
Job Chief Portfolio Strategist at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. April 2012 - Present
Wedge Partners 2011 - March 2012
Dahlman Rose & Co. 2011 - November 2011
Fortress Investment Group 2009 - 2010
Brown Brothers Harriman April 2004 - July 2009
Morgan Stanley 1995 - 2001
Skills
Equity Research, Series 7, Valuation, Equities, Bloomberg, Investments, Portfolio Management, Hedge Funds, CFA, Investment Strategies, Series 63, Trading Strategies, Data Modeling, Client Interfacing, Quantitative Analysis, Economics
Education
Temple University - Fox School of Business and Management
Master of Business Administration (MBA), Finance, General
Robert W. Baird & Co. April 2012 - Present
Wedge Partners 2011 - March 2012
Dahlman Rose & Co. 2011 - November 2011
Fortress Investment Group 2009 - 2010
Brown Brothers Harriman April 2004 - July 2009
Morgan Stanley 1995 - 2001
Skills
Equity Research, Series 7, Valuation, Equities, Bloomberg, Investments, Portfolio Management, Hedge Funds, CFA, Investment Strategies, Series 63, Trading Strategies, Data Modeling, Client Interfacing, Quantitative Analysis, Economics
Education
Temple University - Fox School of Business and Management
Master of Business Administration (MBA), Finance, General
Joseph Wells's Robert W. Baird & Co. Experience January 2004 - August 2004
Job Senior Vice President at Wells Fargo Commercial Banking
Industry Banking
Experience
Wells Fargo Commercial Banking September 2014 - Present
Wells Fargo Capital Finance March 2007 - Present
Wells Fargo Bank September 2006 - March 2007
Wells Fargo Bank - U.S. Corporate Banking 2004 - 2006
Robert W. Baird & Co. January 2004 - August 2004
Skills
Finance, Credit, Credit Analysis, Investment Banking, Loans, Financial Structuring, Analysis, CRM, Business Development, Management, Cash Flow, Auditing, Portfolio Management, Loan Origination
Education
Southern Methodist University - Cox School of Business 1999 — 2003
Bachelor of Business Administration (B.B.A.), Finance
Metairie Park Country Day 1995 — 1999
Trinity
Wells Fargo Commercial Banking September 2014 - Present
Wells Fargo Capital Finance March 2007 - Present
Wells Fargo Bank September 2006 - March 2007
Wells Fargo Bank - U.S. Corporate Banking 2004 - 2006
Robert W. Baird & Co. January 2004 - August 2004
Skills
Finance, Credit, Credit Analysis, Investment Banking, Loans, Financial Structuring, Analysis, CRM, Business Development, Management, Cash Flow, Auditing, Portfolio Management, Loan Origination
Education
Southern Methodist University - Cox School of Business 1999 — 2003
Bachelor of Business Administration (B.B.A.), Finance
Metairie Park Country Day 1995 — 1999
Trinity
Judi Sensenbrenner's Robert W. Baird & Co. Experience July 2013 - November 2014
Job Executive Assistant to the President and CEO at The Ohio Hospital Association
Industry Hospital & Health Care
Experience
The Ohio Hospital Association December 2014 - Present
Robert W. Baird & Co. July 2013 - November 2014
Jones Day July 2009 - July 2013
Jones Day September 2007 - June 2009
Jones Day April 2006 - September 2007
Jones Day 1994 - March 2006
Smith Helms Mulliss & Moore LLP 1993 - May 1994
Smith Bundy & Bybee January 1986 - January 1992
Skills
Legal Research, Litigation, Legal Assistance, Microsoft Office, Adobe Acrobat, Corporate Law, Commercial Litigation, PowerPoint, Research, Training, Microsoft Word, Lotus Notes, Newsletters, Word, Client Development, Databases, SharePoint, Visio, Travel Arrangements, WebEx, Microsoft Excel, Microsoft CRM, ThomsonOne, Customer Service, Legal Writing, Public Speaking
Education
The Ohio State University 1996 — 1999
B.S, Sustainable Resource Management, Summa Cum Laude
Sinclair Community College 1981 — 1984
Associates, Legal Assisting
Troy High School
The Ohio Hospital Association December 2014 - Present
Robert W. Baird & Co. July 2013 - November 2014
Jones Day July 2009 - July 2013
Jones Day September 2007 - June 2009
Jones Day April 2006 - September 2007
Jones Day 1994 - March 2006
Smith Helms Mulliss & Moore LLP 1993 - May 1994
Smith Bundy & Bybee January 1986 - January 1992
Skills
Legal Research, Litigation, Legal Assistance, Microsoft Office, Adobe Acrobat, Corporate Law, Commercial Litigation, PowerPoint, Research, Training, Microsoft Word, Lotus Notes, Newsletters, Word, Client Development, Databases, SharePoint, Visio, Travel Arrangements, WebEx, Microsoft Excel, Microsoft CRM, ThomsonOne, Customer Service, Legal Writing, Public Speaking
Education
The Ohio State University 1996 — 1999
B.S, Sustainable Resource Management, Summa Cum Laude
Sinclair Community College 1981 — 1984
Associates, Legal Assisting
Troy High School
Mark Stevanovic's Robert W. Baird & Co. Experience February 2012 - Present
Job Senior VP / Branch Manager at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. February 2012 - Present
Morgan Stanley Smith Barney March 2000 - February 2012
Merrill Lynch 1997 - 2000
Education
State University of New York College at Geneseo 1992 — 1995
BA, Sociology
Robert W. Baird & Co. February 2012 - Present
Morgan Stanley Smith Barney March 2000 - February 2012
Merrill Lynch 1997 - 2000
Education
State University of New York College at Geneseo 1992 — 1995
BA, Sociology
John Kuzmishin's Robert W. Baird & Co. Experience January 1997 - January 2004
Job Healthcare Strategy, Execution & Growth
Industry Hospital & Health Care
Experience
UPMC June 2014 - Present
UPMC February 2004 - May 2014
Robert W. Baird & Co. January 1997 - January 2004
Vector Securities International, Inc. July 1990 - December 1996
Shearson Lehman Hutton Inc. July 1988 - June 1990
Skills
Healthcare Management, Healthcare, Hospitals, Acquisition Integration, Mergers, Financial Analysis, Executive Management, Sarbanes-Oxley Act, Financial Modeling, Venture Capital, Financial Reporting, Process Improvement, Strategic Planning, Due Diligence
Education
College of Wooster 1984 — 1988
Bachelor of Arts (BA), Business Economics
Firestone High School 1980 — 1984
UPMC June 2014 - Present
UPMC February 2004 - May 2014
Robert W. Baird & Co. January 1997 - January 2004
Vector Securities International, Inc. July 1990 - December 1996
Shearson Lehman Hutton Inc. July 1988 - June 1990
Skills
Healthcare Management, Healthcare, Hospitals, Acquisition Integration, Mergers, Financial Analysis, Executive Management, Sarbanes-Oxley Act, Financial Modeling, Venture Capital, Financial Reporting, Process Improvement, Strategic Planning, Due Diligence
Education
College of Wooster 1984 — 1988
Bachelor of Arts (BA), Business Economics
Firestone High School 1980 — 1984
John A. Warren's Robert W. Baird & Co. Experience February 2011 - Present
Job Financial Advisor at Robert W. Baird & Co.
Industry Investment Management
Experience
Robert W. Baird & Co. February 2011 - Present
EAST CAROLINA RYO, LLC May 2009 - June 2009
ORGANIC SMOKE INC September 2008 - May 2009
MARINE TERMINALS MANAGEMENT LLC September 2007 - March 2008
TIDEWATER INC January 2007 - July 2007
West AfricaCameroon October 2005 - December 2006
Tidewater Inc March 2004 - September 2005
Tidwater Inc June 2003 - March 2004
TRANSOCEAN INC May 2002 - August 2002
Edison Chouest Offshore January 1999 - January 2000
Education
THE UNIVERSITY OF SOUTH CAROLINA, MOORE SCHOOL OF BUSINESS 2001 — 2003
Master of Business Administration (MBA)
Sewanee-The University of the South 1992 — 1996
Bachelor of Arts (B.A.), English Literature
Robert W. Baird & Co. February 2011 - Present
EAST CAROLINA RYO, LLC May 2009 - June 2009
ORGANIC SMOKE INC September 2008 - May 2009
MARINE TERMINALS MANAGEMENT LLC September 2007 - March 2008
TIDEWATER INC January 2007 - July 2007
West AfricaCameroon October 2005 - December 2006
Tidewater Inc March 2004 - September 2005
Tidwater Inc June 2003 - March 2004
TRANSOCEAN INC May 2002 - August 2002
Edison Chouest Offshore January 1999 - January 2000
Education
THE UNIVERSITY OF SOUTH CAROLINA, MOORE SCHOOL OF BUSINESS 2001 — 2003
Master of Business Administration (MBA)
Sewanee-The University of the South 1992 — 1996
Bachelor of Arts (B.A.), English Literature
Daniel Ketelsleger, CFA's Robert W. Baird & Co. Experience July 2011 - August 2012
Job Associate at Northwestern Mutual Capital
Industry Financial Services
Experience
Northwestern Mutual Capital June 2014 - Present
PIMCO June 2013 - August 2013
Anchor Bolt Capital, LP February 2013 - June 2013
Robert W. Baird & Co. July 2011 - August 2012
Robert W. Baird & Co. June 2008 - July 2011
Robert W. Baird & Co. June 2007 - August 2007
RBC Capital Markets May 2006 - August 2006
Skills
Financial Modeling, Financial Analysis, Equities, Valuation, Equity Research, Equity Valuation, Bloomberg
Education
The University of Chicago - Booth School of Business 2012 — 2014
Master of Business Administration (M.B.A.)
University of Wisconsin - Madison 2004 — 2008
Bachelor of Business Administration, Finance, Investments and Banking
Northwestern Mutual Capital June 2014 - Present
PIMCO June 2013 - August 2013
Anchor Bolt Capital, LP February 2013 - June 2013
Robert W. Baird & Co. July 2011 - August 2012
Robert W. Baird & Co. June 2008 - July 2011
Robert W. Baird & Co. June 2007 - August 2007
RBC Capital Markets May 2006 - August 2006
Skills
Financial Modeling, Financial Analysis, Equities, Valuation, Equity Research, Equity Valuation, Bloomberg
Education
The University of Chicago - Booth School of Business 2012 — 2014
Master of Business Administration (M.B.A.)
University of Wisconsin - Madison 2004 — 2008
Bachelor of Business Administration, Finance, Investments and Banking
Alexis Cass's Robert W. Baird & Co. Experience June 2006 - September 2007
Job Research Assistant at UT Dallas
Industry Think Tanks
Experience
UT Dallas January 2011 - Present
UT Dallas January 2011 - Present
University of Texas at Dallas August 2010 - December 2010
University of Texas at Dallas August 2009 - August 2010
McKinney Boyd High School February 2009 - May 2009
Southern Methodist University September 2007 - May 2008
Robert W. Baird & Co. June 2006 - September 2007
Education
The University of Texas at Dallas 2009 — 2013
Ph.D., Economics, Political Science, Public Policy
Southern Methodist University 2002 — 2006
B.S; B.A.; B.A., Economics; Political Science; Public Policy
McKinney High School
UT Dallas January 2011 - Present
UT Dallas January 2011 - Present
University of Texas at Dallas August 2010 - December 2010
University of Texas at Dallas August 2009 - August 2010
McKinney Boyd High School February 2009 - May 2009
Southern Methodist University September 2007 - May 2008
Robert W. Baird & Co. June 2006 - September 2007
Education
The University of Texas at Dallas 2009 — 2013
Ph.D., Economics, Political Science, Public Policy
Southern Methodist University 2002 — 2006
B.S; B.A.; B.A., Economics; Political Science; Public Policy
McKinney High School
Francis Lynch, CFA's Robert W. Baird & Co. Experience January 2011 - February 2011
Job Senior Associate at Clark Enterprises, Inc.
Industry Real Estate
Experience
Clark Enterprises, Inc. May 2015 - Present
BMO Capital Markets July 2013 - May 2015
BMO Capital Markets September 2011 - July 2013
Morgan Keegan March 2011 - September 2011
Robert W. Baird & Co. January 2011 - February 2011
Mercer Capital July 2009 - January 2011
Mercer Capital May 2008 - July 2008
Education
Sewanee-The University of the South 2005 — 2009
BA, Economics, Mathematics
The Tuck School of Business at Dartmouth 2008 — 2008
Clark Enterprises, Inc. May 2015 - Present
BMO Capital Markets July 2013 - May 2015
BMO Capital Markets September 2011 - July 2013
Morgan Keegan March 2011 - September 2011
Robert W. Baird & Co. January 2011 - February 2011
Mercer Capital July 2009 - January 2011
Mercer Capital May 2008 - July 2008
Education
Sewanee-The University of the South 2005 — 2009
BA, Economics, Mathematics
The Tuck School of Business at Dartmouth 2008 — 2008
Sarah Reinemann's Robert W. Baird & Co. Experience June 2010 - August 2010
Job MBA Candidate at Chicago Booth
Industry Management Consulting
Experience
Hyatt Hotels Corporation April 2015 - August 2015
The Boston Consulting Group August 2013 - May 2014
The Boston Consulting Group August 2011 - July 2013
Robert W. Baird & Co. June 2010 - August 2010
360 Asset Managers February 2010 - May 2010
Northern Trust May 2009 - July 2009
Skills
Microsoft Excel, Data Analysis, French, Management Consulting, Strategy, PowerPoint, Microsoft Word, Analysis
Education
The University of Chicago Booth School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
Washington University in St. Louis 2007 — 2011
BSBA, Finance, Accounting, International Business, French
Hyatt Hotels Corporation April 2015 - August 2015
The Boston Consulting Group August 2013 - May 2014
The Boston Consulting Group August 2011 - July 2013
Robert W. Baird & Co. June 2010 - August 2010
360 Asset Managers February 2010 - May 2010
Northern Trust May 2009 - July 2009
Skills
Microsoft Excel, Data Analysis, French, Management Consulting, Strategy, PowerPoint, Microsoft Word, Analysis
Education
The University of Chicago Booth School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
Washington University in St. Louis 2007 — 2011
BSBA, Finance, Accounting, International Business, French
Michael Yifrah's Robert W. Baird & Co. Experience 2011 - Present
Job Investment Banking Associate at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. 2011 - Present
University of Michigan September 2008 - 2010
Israel Democracy Institute 2007 - 2008
Israel Democracy Institute 2003 - 2008
Caspi & Co. 2000 - 2003
Education
University of Michigan - Stephen M. Ross School of Business 2008 — 2010
MBA
The Hebrew University 2003 — 2005
MA, Economics & Financial Economics
The Hebrew University 1998 — 2001
BA, Accounting & Economics
Robert W. Baird & Co. 2011 - Present
University of Michigan September 2008 - 2010
Israel Democracy Institute 2007 - 2008
Israel Democracy Institute 2003 - 2008
Caspi & Co. 2000 - 2003
Education
University of Michigan - Stephen M. Ross School of Business 2008 — 2010
MBA
The Hebrew University 2003 — 2005
MA, Economics & Financial Economics
The Hebrew University 1998 — 2001
BA, Accounting & Economics
Mike Roarke's Robert W. Baird & Co. Experience 2006 - Present
Job Investment Analyst
Industry Investment Management
Experience
Robert W. Baird & Co. 2006 - Present
Wells Fargo 2003 - 2006
The Spokesman-Review and Seattle P-I 1999 - 2002
Skills
Investments, Equities, Asset Managment, Portfolio Management, Series 7, Fixed Income, Wealth Management, Financial Modeling, Valuation, Bloomberg, Financial Analysis
Education
Seattle University 2002 — 2004
Master of Business Administration (MBA), Finance, General
University of Washington 1994 — 1998
BA, Journalism
Robert W. Baird & Co. 2006 - Present
Wells Fargo 2003 - 2006
The Spokesman-Review and Seattle P-I 1999 - 2002
Skills
Investments, Equities, Asset Managment, Portfolio Management, Series 7, Fixed Income, Wealth Management, Financial Modeling, Valuation, Bloomberg, Financial Analysis
Education
Seattle University 2002 — 2004
Master of Business Administration (MBA), Finance, General
University of Washington 1994 — 1998
BA, Journalism
Arthur Apodaca's Robert W. Baird & Co. Experience June 2010 - May 2013
Job Performance Analyst at First Rate, Inc
Industry Information Technology and Services
Experience
First Rate, Inc May 2013 - Present
Robert W. Baird & Co. June 2010 - May 2013
1st Global July 2005 - June 2010
Union Bank of California May 2001 - July 2004
Bank One June 1996 - February 2001
Skills
Investment Management, Series 7, Performance Attribution, Performance Measurement, Investment Advisory, Asset Allocation, Portfolio Performance..., Series 24, Uniform Combined State..., GIPS, Institutional Equity..., Equity Trading, Series 66, Thompson One, Institutional..., Investment Performance, SMA, Unified Managed Accounts, Security APL, SQL, Equities, Investments, Mutual Funds, Portfolio Management
Education
Southern Methodist University 1992 — 1996
Bachelor of Science with Financial Applications (B.S.F.A)
First Rate, Inc May 2013 - Present
Robert W. Baird & Co. June 2010 - May 2013
1st Global July 2005 - June 2010
Union Bank of California May 2001 - July 2004
Bank One June 1996 - February 2001
Skills
Investment Management, Series 7, Performance Attribution, Performance Measurement, Investment Advisory, Asset Allocation, Portfolio Performance..., Series 24, Uniform Combined State..., GIPS, Institutional Equity..., Equity Trading, Series 66, Thompson One, Institutional..., Investment Performance, SMA, Unified Managed Accounts, Security APL, SQL, Equities, Investments, Mutual Funds, Portfolio Management
Education
Southern Methodist University 1992 — 1996
Bachelor of Science with Financial Applications (B.S.F.A)
Marty Beskow, CFA, CPA, ABV's Robert W. Baird & Co. Experience December 2002 - April 2003
Job Chief Financial Officer
Industry Oil & Energy
Experience
American Eagle Energy Corporation August 2013 - Present
Emerald Oil, Inc. March 2012 - July 2013
Northland Securities August 2010 - February 2012
Blue Water Capital Advisors March 2009 - May 2010
Interlachen Capital Group March 2007 - March 2009
Stonehill Financial, LLC / Stonehill Group, LLP May 2003 - March 2007
Robert W. Baird & Co. December 2002 - April 2003
Piper Jaffray March 1998 - November 2002
Target Corporation February 1997 - March 1998
KPMG December 1992 - January 1997
Skills
Valuation, Due Diligence, Mergers & Acquisitions, Portfolio Management, Investments, Quoted in numerous..., Public speaker at..., Start-ups, Turnaround Experience, Debt & Equity Capital..., Growth Strategies, Financial Analysis, Capital Markets
Education
St. Cloud State University 1989 — 1992
BS, Accounting
American Eagle Energy Corporation August 2013 - Present
Emerald Oil, Inc. March 2012 - July 2013
Northland Securities August 2010 - February 2012
Blue Water Capital Advisors March 2009 - May 2010
Interlachen Capital Group March 2007 - March 2009
Stonehill Financial, LLC / Stonehill Group, LLP May 2003 - March 2007
Robert W. Baird & Co. December 2002 - April 2003
Piper Jaffray March 1998 - November 2002
Target Corporation February 1997 - March 1998
KPMG December 1992 - January 1997
Skills
Valuation, Due Diligence, Mergers & Acquisitions, Portfolio Management, Investments, Quoted in numerous..., Public speaker at..., Start-ups, Turnaround Experience, Debt & Equity Capital..., Growth Strategies, Financial Analysis, Capital Markets
Education
St. Cloud State University 1989 — 1992
BS, Accounting
Brady Perrigo's Robert W. Baird & Co. Experience September 2009 - December 2009
Job Cofounder, Managing Partner at Cardinal Equity Partners LLC
Industry Investment Management
Experience
Cardinal Equity Partners LLC September 2014 - Present
Angelo, Gordon & Co. September 2012 - June 2014
Stanford Graduate School of Business 2014 - 2014
Stanford Graduate School of Business 2014 - 2014
Stanford Graduate School of Business 2014 - 2014
Stanford Graduate School of Business 2014 - 2014
Citi June 2010 - September 2012
Robert W. Baird & Co. September 2009 - December 2009
Northwestern Mutual July 2007 - July 2009
Education
Stanford University Graduate School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
University of Wisconsin-Madison - School of Business 2006 — 2010
BA, Finance, Investment & Banking; Economics
Cardinal Equity Partners LLC September 2014 - Present
Angelo, Gordon & Co. September 2012 - June 2014
Stanford Graduate School of Business 2014 - 2014
Stanford Graduate School of Business 2014 - 2014
Stanford Graduate School of Business 2014 - 2014
Stanford Graduate School of Business 2014 - 2014
Citi June 2010 - September 2012
Robert W. Baird & Co. September 2009 - December 2009
Northwestern Mutual July 2007 - July 2009
Education
Stanford University Graduate School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
University of Wisconsin-Madison - School of Business 2006 — 2010
BA, Finance, Investment & Banking; Economics
Brian Perszyk's Robert W. Baird & Co. Experience October 2014 - Present
Job Vice President, Finance Manager Accounting and Regulation at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. October 2014 - Present
Robert W. Baird & Co. October 2012 - September 2014
Ernst & Young September 2007 - October 2012
Skills
Internal Controls, Auditing, Financial Reporting, Accounting
Education
St. Norbert College 2003 — 2007
Bachelor, Accounting
Marquette University High School 1999 — 2003
Robert W. Baird & Co. October 2014 - Present
Robert W. Baird & Co. October 2012 - September 2014
Ernst & Young September 2007 - October 2012
Skills
Internal Controls, Auditing, Financial Reporting, Accounting
Education
St. Norbert College 2003 — 2007
Bachelor, Accounting
Marquette University High School 1999 — 2003
Daniel R Wolff's Robert W. Baird & Co. Experience November 1984 - July 1989
Job Agency Trading Group
Industry Financial Services
Experience
Agency Trading Group March 2012 - Present
Eblaze Marketing Inc January 2012 - March 2014
Private Trading Group January 2006 - March 2012
Pacific Crest Securities 1995 - 2004
Piper Jaffray 1989 - 1995
Robert W. Baird & Co. November 1984 - July 1989
Skills
Equities, Investments, Capital Markets, Corporate Development, Alternative Investments, Venture Capital, Hedge Funds, Private Equity, Investment Banking, Mergers & Acquisitions, Asset Management, Securities, Equity Trading, Sales Management, Equity Research, Valuation, Start-ups
Education
University of Wisconsin-Madison 1981 — 1983
Bachelor of Arts (B.A.), Literature and International Relations
St. Lawrence University 1978 — 1980
Agency Trading Group March 2012 - Present
Eblaze Marketing Inc January 2012 - March 2014
Private Trading Group January 2006 - March 2012
Pacific Crest Securities 1995 - 2004
Piper Jaffray 1989 - 1995
Robert W. Baird & Co. November 1984 - July 1989
Skills
Equities, Investments, Capital Markets, Corporate Development, Alternative Investments, Venture Capital, Hedge Funds, Private Equity, Investment Banking, Mergers & Acquisitions, Asset Management, Securities, Equity Trading, Sales Management, Equity Research, Valuation, Start-ups
Education
University of Wisconsin-Madison 1981 — 1983
Bachelor of Arts (B.A.), Literature and International Relations
St. Lawrence University 1978 — 1980
Lindsey Kabat, CFP®'s Robert W. Baird & Co. Experience May 2009 - Present
Job PWM Financial Planner at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. May 2009 - Present
Education
St. Norbert College 2002 — 2006
Bachelor of Business Administration (B.B.A.), Finance and Mathematics, Magna Cum Laude
Robert W. Baird & Co. May 2009 - Present
Education
St. Norbert College 2002 — 2006
Bachelor of Business Administration (B.B.A.), Finance and Mathematics, Magna Cum Laude
Drew Hoffner's Robert W. Baird & Co. Experience December 2008 - Present
Job VicePresident,Private wealth Management at RW Baird
Industry Capital Markets
Experience
Robert W. Baird & Co. December 2008 - Present
UBS October 1998 - December 2008
Skills
Series 7
Education
Saint Michael's College 1977 — 1982
BS, Economics
Robert W. Baird & Co. December 2008 - Present
UBS October 1998 - December 2008
Skills
Series 7
Education
Saint Michael's College 1977 — 1982
BS, Economics
Jeffrey Hedley's Robert W. Baird & Co. Experience
Job Sr. Vice President at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co.
Education
The Ohio State University 1984 — 1991
BA/Economics, Economics
Robert W. Baird & Co.
Education
The Ohio State University 1984 — 1991
BA/Economics, Economics
Bri Colon's Robert W. Baird & Co. Experience May 2015 - August 2015
Job Assistant Volunteer Coordinator at National Park Service
Industry Higher Education
Experience
Robert W. Baird & Co. May 2015 - August 2015
Chipotle Mexican Grill February 2015 - August 2015
AmeriCorps NCCC February 2014 - November 2014
Denver Museum of Nature & Science October 2013 - January 2014
State Farm July 2013 - December 2013
Santa Clara University October 2012 - June 2013
Pink's Straight From L.A. July 2010 - August 2010
Childcare June 2008 - August 2009
Skills
Research, Leadership, Creativity, Critical Thinking, Teamwork, Customer Service, Microsoft Office, Microsoft Word, Public Speaking, Community Outreach, PowerPoint, Volunteer Coordination, SPSS, Microsoft Excel, English, Windows, Childcare, Field Work, NPS Chainsaw Certified, Pet Sitting, Grant Writing, Managing Database, Analytical Skills, Data Entry, Marketing, Social Media
Education
Santa Clara University 2009 — 2013
Bachelor of Science (BS), Anthropology (Archeology Emphasis) and French Language, Cum Laude
University of Denver 2012 — 2012
Summer Archeology Field School
IES Rome
Anthropology, French
Cherry Creek High School 2005 — 2009
High School Diploma
Robert W. Baird & Co. May 2015 - August 2015
Chipotle Mexican Grill February 2015 - August 2015
AmeriCorps NCCC February 2014 - November 2014
Denver Museum of Nature & Science October 2013 - January 2014
State Farm July 2013 - December 2013
Santa Clara University October 2012 - June 2013
Pink's Straight From L.A. July 2010 - August 2010
Childcare June 2008 - August 2009
Skills
Research, Leadership, Creativity, Critical Thinking, Teamwork, Customer Service, Microsoft Office, Microsoft Word, Public Speaking, Community Outreach, PowerPoint, Volunteer Coordination, SPSS, Microsoft Excel, English, Windows, Childcare, Field Work, NPS Chainsaw Certified, Pet Sitting, Grant Writing, Managing Database, Analytical Skills, Data Entry, Marketing, Social Media
Education
Santa Clara University 2009 — 2013
Bachelor of Science (BS), Anthropology (Archeology Emphasis) and French Language, Cum Laude
University of Denver 2012 — 2012
Summer Archeology Field School
IES Rome
Anthropology, French
Cherry Creek High School 2005 — 2009
High School Diploma
Lucas Hiller's Robert W. Baird & Co. Experience June 2009 - August 2009
Job Associate at Invenergy
Industry Financial Services
Experience
Invenergy LLC April 2013 - Present
Magnetar Capital October 2011 - April 2013
FTI Consulting July 2010 - October 2011
Robert W. Baird & Co. June 2009 - August 2009
Education
University of Chicago
A.B., Economics
London School of Economics and Political Science
Economics of European Integration
Brookfield Academy 2002 — 2006
Invenergy LLC April 2013 - Present
Magnetar Capital October 2011 - April 2013
FTI Consulting July 2010 - October 2011
Robert W. Baird & Co. June 2009 - August 2009
Education
University of Chicago
A.B., Economics
London School of Economics and Political Science
Economics of European Integration
Brookfield Academy 2002 — 2006
Dana Corbett's Robert W. Baird & Co. Experience June 1984 - Present
Job SVP, Financial Advisor,CRPS,QPFC..at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. June 1984 - Present
Skills
Investment Advisory, Asset Managment, IRAs, Insurance, Portfolio Management, Wealth Accumulation, Municipal Bonds, 401k, Retirement Plan..., Asset Management, Financial Advisory, Securities, Finance, Financial Planners, Asset Allocation, Pensions, Succession Planning, Retirement, Mutual Funds, Investments, Retirement Planning
Education
University of Wisconsin-Madison 1973 — 1974
MS, Curriculum and Instruction
State University of New York College at Buffalo 1967 — 1971
BS, Curriculum and Instruction, History
Robert W. Baird & Co. June 1984 - Present
Skills
Investment Advisory, Asset Managment, IRAs, Insurance, Portfolio Management, Wealth Accumulation, Municipal Bonds, 401k, Retirement Plan..., Asset Management, Financial Advisory, Securities, Finance, Financial Planners, Asset Allocation, Pensions, Succession Planning, Retirement, Mutual Funds, Investments, Retirement Planning
Education
University of Wisconsin-Madison 1973 — 1974
MS, Curriculum and Instruction
State University of New York College at Buffalo 1967 — 1971
BS, Curriculum and Instruction, History
Walter White's Robert W. Baird & Co. Experience August 2010 - May 2012
Job Assistant Vice President at Baird Capital
Industry Financial Services
Experience
Baird Capital January 2014 - Present
Baird Capital May 2012 - January 2014
Robert W. Baird & Co. August 2010 - May 2012
Illinois Institute of Technology June 2010 - August 2010
Edelman October 2009 - August 2010
Robert W. Baird & Co. August 2007 - January 2009
ABN AMRO Bank N.V. June 2005 - April 2007
Suburban Area Agency on Aging January 2005 - June 2005
Skidmore Owings & Merrill LLP (SOM) October 2002 - June 2004
Skills
Telephone Skills, Travel Arrangements, Event Planning, PowerPoint, Financial Analysis, Research, Microsoft Excel, Insurance, Access, Administrative..., SharePoint, Lotus Notes, Office Management, Customer Service, Calendaring, Concur, Investments, Accounting, Outlook, Banking, Data Entry, Microsoft Word, Office Administration, Spreadsheets, Onboarding, Microsoft Office, Human Resources, Process Improvement, Visio, Wealth Management, Accounts Payable, Finance, Budgets, Teamwork, PeopleSoft
Education
The Johns Hopkins University 1993 — 1997
Bachelor Of Business & Management
Baird Capital January 2014 - Present
Baird Capital May 2012 - January 2014
Robert W. Baird & Co. August 2010 - May 2012
Illinois Institute of Technology June 2010 - August 2010
Edelman October 2009 - August 2010
Robert W. Baird & Co. August 2007 - January 2009
ABN AMRO Bank N.V. June 2005 - April 2007
Suburban Area Agency on Aging January 2005 - June 2005
Skidmore Owings & Merrill LLP (SOM) October 2002 - June 2004
Skills
Telephone Skills, Travel Arrangements, Event Planning, PowerPoint, Financial Analysis, Research, Microsoft Excel, Insurance, Access, Administrative..., SharePoint, Lotus Notes, Office Management, Customer Service, Calendaring, Concur, Investments, Accounting, Outlook, Banking, Data Entry, Microsoft Word, Office Administration, Spreadsheets, Onboarding, Microsoft Office, Human Resources, Process Improvement, Visio, Wealth Management, Accounts Payable, Finance, Budgets, Teamwork, PeopleSoft
Education
The Johns Hopkins University 1993 — 1997
Bachelor Of Business & Management
Thomas Gaffney, CFA's Robert W. Baird & Co. Experience May 2007 - August 2007
Job Associate Director Derivatives
Industry Banking
Experience
Scotiabank Global Banking and Markets February 2013 - Present
Wells Fargo Securities August 2008 - January 2013
Robert W. Baird & Co. May 2007 - August 2007
Skills
Hedging, Financial Modeling, Risk Management, Bloomberg, Derivatives, Trading, Capital Markets, Fixed Income, Options, Programming, Java, VBA, R, Commodity, Energy
Education
Wharton School, University of Pennsylvania
B.S., Economics, with Double Concentration in Finance and Real Estate
Stanford University
Computer Science
University of Washington 2013 — 2014
Graduate Certificate, Computational Finance
Scotiabank Global Banking and Markets February 2013 - Present
Wells Fargo Securities August 2008 - January 2013
Robert W. Baird & Co. May 2007 - August 2007
Skills
Hedging, Financial Modeling, Risk Management, Bloomberg, Derivatives, Trading, Capital Markets, Fixed Income, Options, Programming, Java, VBA, R, Commodity, Energy
Education
Wharton School, University of Pennsylvania
B.S., Economics, with Double Concentration in Finance and Real Estate
Stanford University
Computer Science
University of Washington 2013 — 2014
Graduate Certificate, Computational Finance
Jamie Buesing's Robert W. Baird & Co. Experience October 2006 - January 2011
Job
Industry Food & Beverages
Experience
Trattoria Dal Santo June 2004 - Present
Spring Creek Church January 2011 - August 2011
Robert W. Baird & Co. October 2006 - January 2011
Education
St. Norbert College 2001 — 2003
Communications
St. Olaf College 1999 — 2001
IDFA, English and German
Trattoria Dal Santo June 2004 - Present
Spring Creek Church January 2011 - August 2011
Robert W. Baird & Co. October 2006 - January 2011
Education
St. Norbert College 2001 — 2003
Communications
St. Olaf College 1999 — 2001
IDFA, English and German
Rebecca Fancher's Robert W. Baird & Co. Experience 1995 - 1999
Job Account Representative at America II Electronics
Industry Semiconductors
Experience
WSI 2008 - 2011
Robert W. Baird & Co. 1995 - 1999
Skills
Account Management, Forecasting, Contract Negotiation, Salesforce.com, Lead Generation
Education
St. Petersburg College
WSI 2008 - 2011
Robert W. Baird & Co. 1995 - 1999
Skills
Account Management, Forecasting, Contract Negotiation, Salesforce.com, Lead Generation
Education
St. Petersburg College
Greg Pinsky's Robert W. Baird & Co. Experience March 2013 - Present
Job Private Wealth Management
Industry Investment Management
Experience
Robert W. Baird & Co. March 2013 - Present
Columbia Wanger Asset Management 2006 - March 2013
T. Rowe Price 2004 - 2006
One Equity Partners 2000 - 2002
Robert W. Baird & Co. 1998 - 2000
PwC 1997 - 1998
Skills
Equities, Investment Banking, Mergers & Acquisitions, Finance, Financial Services, Equity Research, Valuation, Hedge Funds, Financial Modeling, Investments, Equity Valuation, Alternative Investments, Asset Management, Portfolio Management, Fixed Income, Asset Allocation, Private Equity, Investment Management, Capital Markets
Education
The University of Chicago - Booth School of Business 2002 — 2004
Master of Business Administration (MBA)
University of Pennsylvania - The Wharton School 1993 — 1997
Bachelor of Science, Economics
Robert W. Baird & Co. March 2013 - Present
Columbia Wanger Asset Management 2006 - March 2013
T. Rowe Price 2004 - 2006
One Equity Partners 2000 - 2002
Robert W. Baird & Co. 1998 - 2000
PwC 1997 - 1998
Skills
Equities, Investment Banking, Mergers & Acquisitions, Finance, Financial Services, Equity Research, Valuation, Hedge Funds, Financial Modeling, Investments, Equity Valuation, Alternative Investments, Asset Management, Portfolio Management, Fixed Income, Asset Allocation, Private Equity, Investment Management, Capital Markets
Education
The University of Chicago - Booth School of Business 2002 — 2004
Master of Business Administration (MBA)
University of Pennsylvania - The Wharton School 1993 — 1997
Bachelor of Science, Economics
Whitney Rush's Robert W. Baird & Co. Experience 2013 - Present
Job Corporate Access at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. 2013 - Present
U.S. Bank 2008 - 2013
BNY Mellon May 2007 - August 2007
Education
Saint Lawrence University
Bachelor of Arts (B.A.), English, Film Studies
University School of Milwaukee
Robert W. Baird & Co. 2013 - Present
U.S. Bank 2008 - 2013
BNY Mellon May 2007 - August 2007
Education
Saint Lawrence University
Bachelor of Arts (B.A.), English, Film Studies
University School of Milwaukee
Joshua Curran's Robert W. Baird & Co. Experience 1998 - 2011
Job Senior Vice President, Investments and Certified Financial Planner at Raymond James
Industry Financial Services
Experience
Raymond James Financial Inc. 2011 - Present
Robert W. Baird & Co. 1998 - 2011
Prudential Securities 1993 - 1998
Interstate/Johnson Lane Inc. 1992 - 1993
Skills
Investments, Financial Planning, Certified Financial..., Wealth Management
Education
Syracuse University
Bachelor's degree, Economics
Raymond James Financial Inc. 2011 - Present
Robert W. Baird & Co. 1998 - 2011
Prudential Securities 1993 - 1998
Interstate/Johnson Lane Inc. 1992 - 1993
Skills
Investments, Financial Planning, Certified Financial..., Wealth Management
Education
Syracuse University
Bachelor's degree, Economics
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.