Robert W. Baird & Company
Industry: Financial services company
DescriptionRobert W. Baird & Co. is an American multinational independent investment bank and financial services company. Headquarters: Wisconsin CEO: Steven Booth Chairperson: Paul E. Purcell Revenue: 1.2 billion USD (2014) Number of employees: 3,100 Subsidiaries: Baird Advisors, M. Griffith Investment Services, Inc.,
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Robert W. Baird & Company Employees
Employee
Years
Job
Industry
David Poniewaz David Poniewaz's Robert W. Baird & Company Experience September 2009 - July 2011
Job Director of Operations at Professional Communication Systems
Industry Telecommunications
Experience
Professional Communication Systems October 2011 - Present
Robert W. Baird & Company September 2009 - July 2011
Generac Power Systems February 2009 - September 2009
Journal Broadcast Group December 2004 - November 2008
Black Box Network Services 1999 - 2004
Norstan Communications 1999 - 2004
Education
Saint Mary's University of Minnesota 2002 — 2004
Masters, Telecommunications
University of Wisconsin-Madison - School of Business 1993 — 1998
BS, Business
Professional Communication Systems October 2011 - Present
Robert W. Baird & Company September 2009 - July 2011
Generac Power Systems February 2009 - September 2009
Journal Broadcast Group December 2004 - November 2008
Black Box Network Services 1999 - 2004
Norstan Communications 1999 - 2004
Education
Saint Mary's University of Minnesota 2002 — 2004
Masters, Telecommunications
University of Wisconsin-Madison - School of Business 1993 — 1998
BS, Business
Chris Hildreth Chris Hildreth's Robert W. Baird & Company Experience March 2005 - Present
Job Managing Director, Investment Banking at Robert W. Baird & Company
Industry Investment Banking
Experience
Robert W. Baird & Company March 2005 - Present
Deutsche Bank Securities August 2000 - February 2005
Ernst & Young 1994 - 1998
Education
Indiana University Bloomington
Robert W. Baird & Company March 2005 - Present
Deutsche Bank Securities August 2000 - February 2005
Ernst & Young 1994 - 1998
Education
Indiana University Bloomington
Jeff Trollinger, CFP® CPWA® Jeff Trollinger, CFP® CPWA®'s Robert W. Baird & Company Experience October 2009 - Present
Job Partner of Bolton, Rowell, Wray, Cain & Trollinger of Robert W Baird & Company
Industry Financial Services
Experience
Robert W. Baird & Company October 2009 - Present
VALIC October 2000 - October 2009
Hanesbrands Inc. August 1996 - September 2000
InterVarsity Christian Fellowship/USA September 1990 - June 1994
Education
Wake Forest University School of Business 1994 — 1996
MBA, Finance, Marketing
William & Mary 1986 — 1989
BA, History
Stephen F. Austin State University 1985 — 1986
Robert W. Baird & Company October 2009 - Present
VALIC October 2000 - October 2009
Hanesbrands Inc. August 1996 - September 2000
InterVarsity Christian Fellowship/USA September 1990 - June 1994
Education
Wake Forest University School of Business 1994 — 1996
MBA, Finance, Marketing
William & Mary 1986 — 1989
BA, History
Stephen F. Austin State University 1985 — 1986
John McAllister, CPWA®, CIMA® John McAllister, CPWA®, CIMA®'s Robert W. Baird & Company Experience May 2002 - Present
Job Director at Robert W. Baird & Company
Industry Financial Services
Experience
Robert W. Baird & Company May 2002 - Present
Robert W. Baird & Company May 2002 - June 2014
Investment Scorecard June 2000 - May 2002
Equitable Securities Corporation January 1990 - May 2000
Skills
Wealth Management, Series 7, Investment Advisory, Asset Management, Financial Advisory, Capital Markets, Training, New Business Development, High Net Worth..., Coaching
Education
Belmont University - Jack C. Massey Graduate School of Business 1989 — 1991
MBA
Washington and Lee University 1982 — 1985
BA, History
Auburn University 1981 — 1982
N/A, N/A
Montgomery Bell Academy 1975 — 1981
Robert W. Baird & Company May 2002 - Present
Robert W. Baird & Company May 2002 - June 2014
Investment Scorecard June 2000 - May 2002
Equitable Securities Corporation January 1990 - May 2000
Skills
Wealth Management, Series 7, Investment Advisory, Asset Management, Financial Advisory, Capital Markets, Training, New Business Development, High Net Worth..., Coaching
Education
Belmont University - Jack C. Massey Graduate School of Business 1989 — 1991
MBA
Washington and Lee University 1982 — 1985
BA, History
Auburn University 1981 — 1982
N/A, N/A
Montgomery Bell Academy 1975 — 1981
Karen Olsen Karen Olsen's Robert W. Baird & Company Experience January 2002 - October 2005
Job Sr. Administrative Assistant at Artech Information Systems (Contractor for HarleyDavidson Motor Company)
Industry Staffing and Recruiting
Experience
Artech Information Systems (Contractor for Harley Davidson Motor Company) April 2015 - Present
Technical Enterprises, Incorporated February 2011 - June 2014
Oak Creek-Franklin School District January 2008 - February 2011
Robert W. Baird & Company January 2002 - October 2005
Cardinal Stritch University January 1999 - September 2001
Skills
Executive Support, Project Management, Highly detail oriented, Consistency, Highly Reliable, Multi Tasking, Work Well Independently, Works well in a team, Superior Work Ethic, Outstanding..., Proactive self-starter, Following Up, Organization &..., Meet Deadlines, Investments, Securities, Handle Confidential..., Self-starter, Problem Solving, Conference Organization, Customer Oriented, Conference Registration, Possess strong..., Analytical Skills, Integrity, Administration, Resume Writing, Goal Oriented, Building Relationships, Organizational..., Telephone Skills, Conflict Resolution, Team-oriented, Critical Thinking, Employee Training, Office Administration, Program Management, Interviews, Administrative Work, Time Management
Education
Cardinal Stritch University 1998 — 2001
Bachelor of Science (B.S.), Business Administration, 3.5
Milwaukee Area Technical College 1991 — 1995
Associate's degree, Marketing Communications
Artech Information Systems (Contractor for Harley Davidson Motor Company) April 2015 - Present
Technical Enterprises, Incorporated February 2011 - June 2014
Oak Creek-Franklin School District January 2008 - February 2011
Robert W. Baird & Company January 2002 - October 2005
Cardinal Stritch University January 1999 - September 2001
Skills
Executive Support, Project Management, Highly detail oriented, Consistency, Highly Reliable, Multi Tasking, Work Well Independently, Works well in a team, Superior Work Ethic, Outstanding..., Proactive self-starter, Following Up, Organization &..., Meet Deadlines, Investments, Securities, Handle Confidential..., Self-starter, Problem Solving, Conference Organization, Customer Oriented, Conference Registration, Possess strong..., Analytical Skills, Integrity, Administration, Resume Writing, Goal Oriented, Building Relationships, Organizational..., Telephone Skills, Conflict Resolution, Team-oriented, Critical Thinking, Employee Training, Office Administration, Program Management, Interviews, Administrative Work, Time Management
Education
Cardinal Stritch University 1998 — 2001
Bachelor of Science (B.S.), Business Administration, 3.5
Milwaukee Area Technical College 1991 — 1995
Associate's degree, Marketing Communications
Lora Reihl, MBA's Robert W. Baird & Company Experience January 1996 - January 2001
Job Financial Services Professional
Industry Financial Services
Experience
"Reihl Household" November 2010 - Present
City Securities Corporation February 2009 - October 2010
City Securities Corporation January 2005 - February 2009
City Securities Corporation April 2001 - January 2005
Robert W. Baird & Company January 1996 - January 2001
Massie & Associates & Grand Slam, Inc January 1995 - January 1996
Skills
Series 7, Mutual Funds, 401k, Wealth Management, Asset Allocation, Investments, Series 63, Asset Managment, Retirement Planning, Microsoft Excel, Customer Service, Microsoft Office, Microsoft Word, Securities
Education
University of Indianapolis 1995 — 2000
Masters of Business Administration
University of Indianapolis 1991 — 1995
Bachelor of Arts, Marketing
"Reihl Household" November 2010 - Present
City Securities Corporation February 2009 - October 2010
City Securities Corporation January 2005 - February 2009
City Securities Corporation April 2001 - January 2005
Robert W. Baird & Company January 1996 - January 2001
Massie & Associates & Grand Slam, Inc January 1995 - January 1996
Skills
Series 7, Mutual Funds, 401k, Wealth Management, Asset Allocation, Investments, Series 63, Asset Managment, Retirement Planning, Microsoft Excel, Customer Service, Microsoft Office, Microsoft Word, Securities
Education
University of Indianapolis 1995 — 2000
Masters of Business Administration
University of Indianapolis 1991 — 1995
Bachelor of Arts, Marketing
Fred Jackson II Fred Jackson II's Robert W. Baird & Company Experience 1991 - 1999
Job Director at Paradigm Enrichment Services
Industry Facilities Services
Experience
Pinnacle Workspace Solutions / office furniture distribution September 2004 - Present
Paradigm Enrichment Services June 2012 - Present
Pinnacle Academic Student Services (PASS) June 2011 - Present
Milwaukee Academy of Science 2014 - 2014
Robert W. Baird & Company 1991 - 1999
Skills
Strategic Planning, Public Speaking, Budgeting, Coaching, Customer Service, Contract Negotiation, Leadership, Event Planning, Marketing, Sales Management, Management, Marketing Strategy, New Business Development, Business Strategy, Business Planning, Sales, Negotiation, Budgets, Project Management, Team Building, Training, Entrepreneurship, Account Management, Public Relations, Financial Analysis, Leadership Development, Project Planning, Team Leadership, Process Improvement, Business Development, Organizational..., Small Business, Strategy, Start-ups, Operations Management, Management Consulting, Program Management, Recruiting, Fundraising, Cross-functional Team...
Education
Carroll College 1989 — 1993
Bachelor's, Finance
Rufus King High School 1985 — 1989
Holy Angels 1977 — 1985
SBA E200
Pinnacle Workspace Solutions / office furniture distribution September 2004 - Present
Paradigm Enrichment Services June 2012 - Present
Pinnacle Academic Student Services (PASS) June 2011 - Present
Milwaukee Academy of Science 2014 - 2014
Robert W. Baird & Company 1991 - 1999
Skills
Strategic Planning, Public Speaking, Budgeting, Coaching, Customer Service, Contract Negotiation, Leadership, Event Planning, Marketing, Sales Management, Management, Marketing Strategy, New Business Development, Business Strategy, Business Planning, Sales, Negotiation, Budgets, Project Management, Team Building, Training, Entrepreneurship, Account Management, Public Relations, Financial Analysis, Leadership Development, Project Planning, Team Leadership, Process Improvement, Business Development, Organizational..., Small Business, Strategy, Start-ups, Operations Management, Management Consulting, Program Management, Recruiting, Fundraising, Cross-functional Team...
Education
Carroll College 1989 — 1993
Bachelor's, Finance
Rufus King High School 1985 — 1989
Holy Angels 1977 — 1985
SBA E200
Kim DePanfilis's Robert W. Baird & Company Experience 2002 - 2004
Job Freelance Graphic Designer at KMD Creative Designs
Industry Graphic Design
Experience
KMD Creative Designs September 2014 - Present
ArmadaGlobal January 2012 - September 2014
Renegade Capital, LLC January 2008 - June 2011
Fusion Sales Partners May 2003 - December 2007
Robert W. Baird & Company 2002 - 2004
Jackson Hewitt 2001 - 2002
Skills
Marketing, Event Planning, Internet Recruiting, Talent Acquisition, Executive Search, Account Management, Recruiting, Technical Recruiting, Healthcare, Sourcing, College Recruiting, Contract Recruitment, Insurance, Benefits Administration
Education
Penn State University 1997 — 2001
Bachelor of Science (B.S.), Human Development and Family Studies, General
Pennsylvania State University-Penn State Altoona 1997 — 2001
KMD Creative Designs September 2014 - Present
ArmadaGlobal January 2012 - September 2014
Renegade Capital, LLC January 2008 - June 2011
Fusion Sales Partners May 2003 - December 2007
Robert W. Baird & Company 2002 - 2004
Jackson Hewitt 2001 - 2002
Skills
Marketing, Event Planning, Internet Recruiting, Talent Acquisition, Executive Search, Account Management, Recruiting, Technical Recruiting, Healthcare, Sourcing, College Recruiting, Contract Recruitment, Insurance, Benefits Administration
Education
Penn State University 1997 — 2001
Bachelor of Science (B.S.), Human Development and Family Studies, General
Pennsylvania State University-Penn State Altoona 1997 — 2001
Craig Flom's Robert W. Baird & Company Experience 1997 - 2001
Job President & CEO at Encore One, L.L.C.
Industry Venture Capital & Private Equity
Experience
Encore One, L.L.C. 2013 - Present
Encore One, L.L.C. 2001 - 2013
Robert W. Baird & Company 1997 - 2001
Piper Jaffray 1994 - 1997
Deloitte & Touche 1991 - 1994
The First National Bank of Chicago 1986 - 1988
Skills
Corporate Finance, Investment Banking, Commercial Banking, Private Equity, Mergers & Acquisitions, Due Diligence, Corporate Development, Investments, Financial Modeling, Valuation, Capital Markets, Strategy
Education
Northwestern University - Kellogg School of Management 1988 — 1990
MBA (With Distinction), Finance, Management Policy, Marketing
Northwestern University 1983 — 1985
BA (With Highest Distinction), Economics
Middlebury College 1981 — 1983
Economics
Encore One, L.L.C. 2013 - Present
Encore One, L.L.C. 2001 - 2013
Robert W. Baird & Company 1997 - 2001
Piper Jaffray 1994 - 1997
Deloitte & Touche 1991 - 1994
The First National Bank of Chicago 1986 - 1988
Skills
Corporate Finance, Investment Banking, Commercial Banking, Private Equity, Mergers & Acquisitions, Due Diligence, Corporate Development, Investments, Financial Modeling, Valuation, Capital Markets, Strategy
Education
Northwestern University - Kellogg School of Management 1988 — 1990
MBA (With Distinction), Finance, Management Policy, Marketing
Northwestern University 1983 — 1985
BA (With Highest Distinction), Economics
Middlebury College 1981 — 1983
Economics
Jon D. Brausch's Robert W. Baird & Company Experience March 2009 - Present
Job Investment Advisor at Robert W. Baird & Company
Industry Investment Management
Experience
Robert W. Baird & Company March 2009 - Present
Wachovia Securities September 2000 - February 2009
McDonald & Co. August 1989 - August 2000
Skills
Investment Advisory, Portfolio Management, Portfolio Assessment, Investment Strategies, Portfolio Optimization, Equity Valuation, Private Equity, Asset Management, Investment Management, Financial Services, Investments, Finance, Financial Advisory, Securities, Alternative Investments
Education
The Ohio State University
Bachelor of Science, Business Administration/Finance
Northwestern Michigan College
Robert W. Baird & Company March 2009 - Present
Wachovia Securities September 2000 - February 2009
McDonald & Co. August 1989 - August 2000
Skills
Investment Advisory, Portfolio Management, Portfolio Assessment, Investment Strategies, Portfolio Optimization, Equity Valuation, Private Equity, Asset Management, Investment Management, Financial Services, Investments, Finance, Financial Advisory, Securities, Alternative Investments
Education
The Ohio State University
Bachelor of Science, Business Administration/Finance
Northwestern Michigan College
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