RW Baird
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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RW Baird Employees
Employee
Years
Job
Industry
Erich Broemser Erich Broemser's RW Baird Experience December 2012 - June 2013
Job Currently seeking employment
Industry Financial Services
Experience
Howard Johnson Enterprises November 2013 - Present
R.W Baird December 2012 - June 2013
JPMorgan Chase February 2005 - December 2012
JPMorgan Chase 2008 - 2012
Money Tree FSI October 2003 - June 2005
RBC Mortgage June 2003 - February 2005
Skills
Negotiation, Team Building, Inventory Management, Social Media, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Access, Training, Customer Oriented, Team Leadership, Banking, Loans, Management, Finance, Software Documentation, Coaching, Mortgage Lending, Contract Negotiation, Program Management, Real Estate, Strategic Planning, Marketing, Underwriting, Leadership, FHA, Sales, Business Development, Human Resources, Process Improvement, Project Planning, Customer Service, Project Management
Education
Milwaukee Area Technical College 2005 — 2005
General Education Diploma, General
Pulaski High School 1985 — 1989
General Education Diploma, Diesel Mechanics Technology/Technician
Howard Johnson Enterprises November 2013 - Present
R.W Baird December 2012 - June 2013
JPMorgan Chase February 2005 - December 2012
JPMorgan Chase 2008 - 2012
Money Tree FSI October 2003 - June 2005
RBC Mortgage June 2003 - February 2005
Skills
Negotiation, Team Building, Inventory Management, Social Media, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Access, Training, Customer Oriented, Team Leadership, Banking, Loans, Management, Finance, Software Documentation, Coaching, Mortgage Lending, Contract Negotiation, Program Management, Real Estate, Strategic Planning, Marketing, Underwriting, Leadership, FHA, Sales, Business Development, Human Resources, Process Improvement, Project Planning, Customer Service, Project Management
Education
Milwaukee Area Technical College 2005 — 2005
General Education Diploma, General
Pulaski High School 1985 — 1989
General Education Diploma, Diesel Mechanics Technology/Technician
Lynn Torre Lynn Torre's RW Baird Experience November 2003 - May 2006
Job Money Coach, Feebased Financial Planner, Investment Advisor Representative, Speaker and Author
Industry Financial Services
Experience
Lynn Torre & Associates July 2013 - Present
Financial Transitions Ltd June 2006 - Present
RW Baird November 2003 - May 2006
West Suburban Bank April 1998 - October 2003
Morgan Stanley Dean Witter March 1997 - March 1998
Skills
Divorced/Widowed..., Money Coach, Investment Advisory, Personal Financial..., Retirement Planning, IRAs, Insurance, Indexed Annuities, Fixed Annuities, Public Speaking, Published Author
Education
Benedictine University 1995 — 1996
Graduate studies in Finance
University of Maryland College Park 1972 — 1975
B.S., Consumer Education
Lynn Torre & Associates July 2013 - Present
Financial Transitions Ltd June 2006 - Present
RW Baird November 2003 - May 2006
West Suburban Bank April 1998 - October 2003
Morgan Stanley Dean Witter March 1997 - March 1998
Skills
Divorced/Widowed..., Money Coach, Investment Advisory, Personal Financial..., Retirement Planning, IRAs, Insurance, Indexed Annuities, Fixed Annuities, Public Speaking, Published Author
Education
Benedictine University 1995 — 1996
Graduate studies in Finance
University of Maryland College Park 1972 — 1975
B.S., Consumer Education
Kevin Chiappetta, CFA Kevin Chiappetta, CFA's RW Baird Experience 2002 - 2004
Job Volunteer at CFA Institute
Industry Investment Management
Experience
FIMAC Solutions March 2015 - Present
CFA Institute June 2003 - Present
Balance Sheet Solutions, LLC June 2011 - February 2014
Balance Sheet Solutions, LLC 2004 - 2011
RW Baird 2002 - 2004
Wisconsin Corporate Central Credit Union 1996 - 2002
Skills
ALM, Series 7, Fixed Income, Portfolio Management, Investments, Credit Unions, Financial Institutions, Risk Management, Financial Modeling, Hedge Funds, Asset Management, Asset Allocation, Derivatives, Credit, Cash Management
Education
St. Norbert College 1981 — 1985
Bachelor of Business Administration (BBA), Accounting
FIMAC Solutions March 2015 - Present
CFA Institute June 2003 - Present
Balance Sheet Solutions, LLC June 2011 - February 2014
Balance Sheet Solutions, LLC 2004 - 2011
RW Baird 2002 - 2004
Wisconsin Corporate Central Credit Union 1996 - 2002
Skills
ALM, Series 7, Fixed Income, Portfolio Management, Investments, Credit Unions, Financial Institutions, Risk Management, Financial Modeling, Hedge Funds, Asset Management, Asset Allocation, Derivatives, Credit, Cash Management
Education
St. Norbert College 1981 — 1985
Bachelor of Business Administration (BBA), Accounting
Andrew Samalis Andrew Samalis's RW Baird Experience 2008 - 2012
Job Director, Client Relations
Industry Investment Management
Experience
INTECH Investment Management LLC (a Janus Capital Group Company) 2012 - Present
RW Baird 2008 - 2012
University of Notre Dame 2007 - 2008
Boston Options Exchange 2006 - 2007
Fidelity Investments 2005 - 2006
Collard Advisory Group 2003 - 2005
Skills
Financial Analysis, Trading, Equities, Project Management, Product Management, Quantitative Research, Qualitative Research, Business Communications, Business Writing, Client relations, Series 7, Series 55, Series 63
Education
University of Notre Dame - Mendoza College of Business 2007 — 2008
Master of Business Administration (MBA), Concentration in Investments, cum laude
Providence College 1999 — 2003
Bachelor of Science (BS) from Honors Program, Finance, magna cum laude
Cambridge University 2001 — 2002
Austin Prep
INTECH Investment Management LLC (a Janus Capital Group Company) 2012 - Present
RW Baird 2008 - 2012
University of Notre Dame 2007 - 2008
Boston Options Exchange 2006 - 2007
Fidelity Investments 2005 - 2006
Collard Advisory Group 2003 - 2005
Skills
Financial Analysis, Trading, Equities, Project Management, Product Management, Quantitative Research, Qualitative Research, Business Communications, Business Writing, Client relations, Series 7, Series 55, Series 63
Education
University of Notre Dame - Mendoza College of Business 2007 — 2008
Master of Business Administration (MBA), Concentration in Investments, cum laude
Providence College 1999 — 2003
Bachelor of Science (BS) from Honors Program, Finance, magna cum laude
Cambridge University 2001 — 2002
Austin Prep
Judy Filek Judy Filek's RW Baird Experience 2013 - 2014
Job President at Impact Communications, Inc
Industry Management Consulting
Experience
Impact Communications, Inc May 1999 - Present
RW Baird 2013 - 2014
Combined Insurance 1999 - 2014
Miller Coors 2008 - 2013
Schneider Electric 2008 - 2012
Schneider Electric 2007 - 2012
Mandel Communications 1999 - 2011
Decker Communications October 1994 - April 1999
Decker Communications, now Novations October 1994 - April 1999
Skills
Leadership Development, Executive Coaching, Coaching, Management Consulting, Public Speaking, Training Delivery, Performance Management, Organizational..., Conflict Resolution, Training, Management Development, Leadership, Team Building, Program Management, Employee Engagement, Succession Planning, Organizational..., Instructional Design, Organizational Design, Cross-functional Team..., Talent Management, Workshop Facilitation, Personal Development, Emotional Intelligence, Strategy, Management, Career Development, Culture Change, Change Management, Executive Management, Employee Training, Workforce Planning, Performance Improvement, Executive Development, Consulting, Career Management, Employee Relations, Personnel Management, HR Consulting, 360 Feedback, Human Resources, Onboarding, Interviews, Career Counseling, Business Coaching, MBTI, Presentation Coaching, Communication Training, Talent Acquisition, Deferred Compensation
Education
DePaul University 1973 — 1976
MA, Counseling
Impact Communications, Inc May 1999 - Present
RW Baird 2013 - 2014
Combined Insurance 1999 - 2014
Miller Coors 2008 - 2013
Schneider Electric 2008 - 2012
Schneider Electric 2007 - 2012
Mandel Communications 1999 - 2011
Decker Communications October 1994 - April 1999
Decker Communications, now Novations October 1994 - April 1999
Skills
Leadership Development, Executive Coaching, Coaching, Management Consulting, Public Speaking, Training Delivery, Performance Management, Organizational..., Conflict Resolution, Training, Management Development, Leadership, Team Building, Program Management, Employee Engagement, Succession Planning, Organizational..., Instructional Design, Organizational Design, Cross-functional Team..., Talent Management, Workshop Facilitation, Personal Development, Emotional Intelligence, Strategy, Management, Career Development, Culture Change, Change Management, Executive Management, Employee Training, Workforce Planning, Performance Improvement, Executive Development, Consulting, Career Management, Employee Relations, Personnel Management, HR Consulting, 360 Feedback, Human Resources, Onboarding, Interviews, Career Counseling, Business Coaching, MBTI, Presentation Coaching, Communication Training, Talent Acquisition, Deferred Compensation
Education
DePaul University 1973 — 1976
MA, Counseling
Frank Timons Frank Timons's RW Baird Experience August 2004 - February 2007
Job Founder of Pier 88 Investment Partners
Industry Investment Management
Experience
Pier 88 Investment Partners May 2013 - Present
Lord Abbett & Company January 2010 - May 2013
Lord Abbett March 2007 - December 2009
RW Baird August 2004 - February 2007
Sun Microsystems, Inc. May 2000 - July 2004
Sun Microsystems January 2001 - June 2001
Skills
Portfolio Management, Investments, Business Development, Venture Capital, CRM, Business Strategy, Financial Analysis, Leadership, Equities, Hedge Funds, Alternative Investments, Asset Management, Valuation, Financial Modeling, Equity Research, Capital Markets, Bloomberg, Private Equity, Asset Allocation, Fixed Income, Mutual Funds, Series 7, Investment Management, Due Diligence, Competitive Analysis, Software, Bonds, Mergers & Acquisitions, Equity Valuation, Strategy, Asset Managment, Investment Strategies
Education
The University of Chicago Booth School of Business 1999 — 2001
MBA
Notre Dame Law School 1991 — 1994
JD
University of Notre Dame 1987 — 1991
BA
Pier 88 Investment Partners May 2013 - Present
Lord Abbett & Company January 2010 - May 2013
Lord Abbett March 2007 - December 2009
RW Baird August 2004 - February 2007
Sun Microsystems, Inc. May 2000 - July 2004
Sun Microsystems January 2001 - June 2001
Skills
Portfolio Management, Investments, Business Development, Venture Capital, CRM, Business Strategy, Financial Analysis, Leadership, Equities, Hedge Funds, Alternative Investments, Asset Management, Valuation, Financial Modeling, Equity Research, Capital Markets, Bloomberg, Private Equity, Asset Allocation, Fixed Income, Mutual Funds, Series 7, Investment Management, Due Diligence, Competitive Analysis, Software, Bonds, Mergers & Acquisitions, Equity Valuation, Strategy, Asset Managment, Investment Strategies
Education
The University of Chicago Booth School of Business 1999 — 2001
MBA
Notre Dame Law School 1991 — 1994
JD
University of Notre Dame 1987 — 1991
BA
Gino Colangelo's RW Baird Experience
Job First Vice President at RW Baird
Industry Financial Services
Experience
RW Baird
Skills
Financial Analysis, Financial Modeling, Portfolio Management
Education
The Ohio State University Fisher College of Business
RW Baird
Skills
Financial Analysis, Financial Modeling, Portfolio Management
Education
The Ohio State University Fisher College of Business
Sean Motherway's RW Baird Experience May 2007 - Present
Job Senior Server Engineer at RW Baird
Industry Financial Services
Experience
RW Baird May 2007 - Present
Midwest Airlines August 2003 - June 2007
ABB Inc August 1999 - August 2003
Hungerford, Aldrin, Nicholas & Carter 1997 - August 1999
Skills
VMware Infrastructure, Active Directory, Windows Server, DHCP, DNS, HP Server Hardware, EMC Storage, Powershell, Visual Basic, VMware, IIS, Disaster Recovery, Microsoft Exchange, SCOM, Virtualization, Citrix
Education
Grand Rapids Community College 1992 — 1994
Associates in Technology
East Kentwood High School 1988 — 1991
RW Baird May 2007 - Present
Midwest Airlines August 2003 - June 2007
ABB Inc August 1999 - August 2003
Hungerford, Aldrin, Nicholas & Carter 1997 - August 1999
Skills
VMware Infrastructure, Active Directory, Windows Server, DHCP, DNS, HP Server Hardware, EMC Storage, Powershell, Visual Basic, VMware, IIS, Disaster Recovery, Microsoft Exchange, SCOM, Virtualization, Citrix
Education
Grand Rapids Community College 1992 — 1994
Associates in Technology
East Kentwood High School 1988 — 1991
Andrew Furtak's RW Baird Experience August 1991 - March 1993
Job Experienced Investment Professional with over 30 years of experience.
Industry Financial Services
Experience
Strategic Wealth LLC June 2012 - Present
IBM Southeast Employees' Federal Credit Union May 2008 - August 2010
National City Bank July 2007 - May 2008
GAMCO Investors, Inc. February 2006 - July 2007
Brookstreet Securities / Amelia Securities April 1994 - February 2006
RW Baird August 1991 - March 1993
ARCO Investment Management Company September 1977 - July 1991
Investors Diversified Services August 1983 - September 1985
Skills
Microsoft Office, Fixed Annuities, Customer Service, Strategic Financial..., PowerPoint, Mutual Funds, Microsoft Excel
Education
University of Cincinnati
Master of Business Administration (M.B.A.), Finance, General
Strategic Wealth LLC June 2012 - Present
IBM Southeast Employees' Federal Credit Union May 2008 - August 2010
National City Bank July 2007 - May 2008
GAMCO Investors, Inc. February 2006 - July 2007
Brookstreet Securities / Amelia Securities April 1994 - February 2006
RW Baird August 1991 - March 1993
ARCO Investment Management Company September 1977 - July 1991
Investors Diversified Services August 1983 - September 1985
Skills
Microsoft Office, Fixed Annuities, Customer Service, Strategic Financial..., PowerPoint, Mutual Funds, Microsoft Excel
Education
University of Cincinnati
Master of Business Administration (M.B.A.), Finance, General
Beth Correll, CFP, CDFA's RW Baird Experience 1993 - 1996
Job Vice President at David A. Noyes & Company
Industry Financial Services
Experience
David A. Noyes & Company July 1998 - Present
St. Vincent Fdn 2003 - 2015
Woodley Farra 1996 - 1998
RW Baird 1993 - 1996
Skills
Portfolio Management, Insurance, Investments, Retirement Planning, Estate Planning, Financial Planning, Divorce Planning, Certified Financial..., Personal Finance, Strategic Financial..., Uniform Combined State..., Financial Services, Investment Strategies, Alternative Investments, IRAs, Investment Management, 401k, Securities, Series 65, Wealth Management, Fixed Annuities, Asset Allocation, 401k Rollovers, Wealth, Series 7, Asset Management, Series 24, Mutual Funds, Personal Financial..., Retirement, Series 63, Investment Advisory
Education
The American College 2007 — 2012
CFP Certification Curriculum, Financial Planning
Indiana University - Kelley School of Business 1987 — 1991
Bachelor of Science, Finance
David A. Noyes & Company July 1998 - Present
St. Vincent Fdn 2003 - 2015
Woodley Farra 1996 - 1998
RW Baird 1993 - 1996
Skills
Portfolio Management, Insurance, Investments, Retirement Planning, Estate Planning, Financial Planning, Divorce Planning, Certified Financial..., Personal Finance, Strategic Financial..., Uniform Combined State..., Financial Services, Investment Strategies, Alternative Investments, IRAs, Investment Management, 401k, Securities, Series 65, Wealth Management, Fixed Annuities, Asset Allocation, 401k Rollovers, Wealth, Series 7, Asset Management, Series 24, Mutual Funds, Personal Financial..., Retirement, Series 63, Investment Advisory
Education
The American College 2007 — 2012
CFP Certification Curriculum, Financial Planning
Indiana University - Kelley School of Business 1987 — 1991
Bachelor of Science, Finance
Gerald Gerndt's RW Baird Experience Managing DirectorRobert W. Baird2001 - Present
Job Managing Director at RW Baird
Industry Financial Services
Experience
RW Baird Managing DirectorRobert W. Baird2001 - Present
Cleary Gull Inc. October 1996 - November 2001
Education
Stanford University Graduate School of Business 1975 — 1977
MBA, Finance
University of Wisconsin-Madison 1960 — 1965
BS, Agriculture/Biochemistry
RW Baird Managing DirectorRobert W. Baird2001 - Present
Cleary Gull Inc. October 1996 - November 2001
Education
Stanford University Graduate School of Business 1975 — 1977
MBA, Finance
University of Wisconsin-Madison 1960 — 1965
BS, Agriculture/Biochemistry
Angelo Fiacco's RW Baird Experience August 2006 - Present
Job Managing Director R.W Baird: Fixed Income Insitutional Sales
Industry Financial Services
Experience
rw baird August 2006 - Present
First Albany Capital January 1989 - August 2002
Bear Stearns 1984 - 1989
Skills
Business Strategy, Risk Management, Strategic Planning, Change Management, Equities, Portfolio Management, Financial Analysis, Financial Modeling, Capital Markets, Investment Banking, Project Management, Asset Management, Business Analysis, Corporate Finance, Banking, New Business Development, Valuation
Education
Florida State University 1978 — 1983
Bachelor of Arts (B.A.), Communication and Media Studies
rw baird August 2006 - Present
First Albany Capital January 1989 - August 2002
Bear Stearns 1984 - 1989
Skills
Business Strategy, Risk Management, Strategic Planning, Change Management, Equities, Portfolio Management, Financial Analysis, Financial Modeling, Capital Markets, Investment Banking, Project Management, Asset Management, Business Analysis, Corporate Finance, Banking, New Business Development, Valuation
Education
Florida State University 1978 — 1983
Bachelor of Arts (B.A.), Communication and Media Studies
Thomas Mannix's RW Baird Experience August 2014 - August 2014
Job Sales & Marketing at L2 Asset Management
Industry Financial Services
Experience
L2 Asset Management August 2014 - Present
RW Baird August 2014 - August 2014
RW Baird September 2013 - August 2014
Knight Capital Group October 2009 - June 2013
Salomon Smith Barney 1990 - 1999
Skills
Management, Alternative Investments, Hedge Funds, Equities, Investments, Series 7, Asset Management, Private Equity, Portfolio Management, Capital Markets, Fixed Income, Valuation
Education
Harvard University 1977 — 1981
BA, American History
L2 Asset Management August 2014 - Present
RW Baird August 2014 - August 2014
RW Baird September 2013 - August 2014
Knight Capital Group October 2009 - June 2013
Salomon Smith Barney 1990 - 1999
Skills
Management, Alternative Investments, Hedge Funds, Equities, Investments, Series 7, Asset Management, Private Equity, Portfolio Management, Capital Markets, Fixed Income, Valuation
Education
Harvard University 1977 — 1981
BA, American History
William Alldredge's RW Baird Experience December 2005 - December 2010
Job retired at former CFO at Newell Rubbermaid
Industry Financial Services
Experience
former CFO at Newell Rubbermaid 2004 - Present
RW Baird December 2005 - December 2010
Newell Rubbermaid 1984 - 2003
Skills
Private Equity, Strategy, Mergers & Acquisitions, Strategic Planning, Management Consulting, Due Diligence, Risk Management, Change Management, Investments, Business Strategy, Valuation, Financial Analysis, Public Speaking, Leadership, Strategic Financial..., Competitive Analysis, Business Planning, Entrepreneurship, Financial Modeling
Education
Michigan State University 1958 — 1962
BA and MBA in Marketing
MSU 1957 — 1962
MBA
former CFO at Newell Rubbermaid 2004 - Present
RW Baird December 2005 - December 2010
Newell Rubbermaid 1984 - 2003
Skills
Private Equity, Strategy, Mergers & Acquisitions, Strategic Planning, Management Consulting, Due Diligence, Risk Management, Change Management, Investments, Business Strategy, Valuation, Financial Analysis, Public Speaking, Leadership, Strategic Financial..., Competitive Analysis, Business Planning, Entrepreneurship, Financial Modeling
Education
Michigan State University 1958 — 1962
BA and MBA in Marketing
MSU 1957 — 1962
MBA
edward doyle's RW Baird Experience March 2013 - Present
Job Director at RW Baird and Owner, Oxygen Pilates, Barre & Cycle www.o2pilatescenter.com
Industry Investment Banking
Experience
RW Baird March 2013 - Present
Oxygen Pilates, Barre & Cycle March 2012 - Present
Gleacher & Company 2001 - March 2013
Skills
Equities, Fixed Income, Capital Markets, Hedge Funds, Investment Banking
Education
College of the Holy Cross 1978 — 1982
BA, English
RW Baird March 2013 - Present
Oxygen Pilates, Barre & Cycle March 2012 - Present
Gleacher & Company 2001 - March 2013
Skills
Equities, Fixed Income, Capital Markets, Hedge Funds, Investment Banking
Education
College of the Holy Cross 1978 — 1982
BA, English
Marci Farron's RW Baird Experience 1996 - Present
Job Selfemployed computer/financial assistant at RW Baird
Industry Financial Services
Experience
RW Baird 1996 - Present
Penn-Harris-Madison Schools September 1987 - March 1990
Education
Purdue University 1972 — 1976
Bachelor of Science (BS), Child Development & Family Life
RW Baird 1996 - Present
Penn-Harris-Madison Schools September 1987 - March 1990
Education
Purdue University 1972 — 1976
Bachelor of Science (BS), Child Development & Family Life
Wells Fargo
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U.S. Bank
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USAA
Charles Schwab
Ameriprise Financial Services, Inc.