Resumes
Resumes
Director - Digital Product Owner
View pageLocation:
12241 Hwy #27, Ferryville, WI
Industry:
Financial Services
Work:
Robert W. Baird & Co. since Jun 2010
Technology Productivity Consultant
Robert W. Baird Oct 2008 - Jul 2010
Transition Specialist
Wells Fargo Advantage Funds Dec 2006 - Oct 2008
Client Service Consultant
M&I Bank Jun 2004 - Jul 2006
Foreign Exchange Specialist
Allen Edmonds Sep 2003 - Jun 2004
Assistant Manager
Technology Productivity Consultant
Robert W. Baird Oct 2008 - Jul 2010
Transition Specialist
Wells Fargo Advantage Funds Dec 2006 - Oct 2008
Client Service Consultant
M&I Bank Jun 2004 - Jul 2006
Foreign Exchange Specialist
Allen Edmonds Sep 2003 - Jun 2004
Assistant Manager
Education:
Marquette University 2010 - 2015
MBA Lawrence University 1999 - 2003
BA, Economics Colfax High School
MBA Lawrence University 1999 - 2003
BA, Economics Colfax High School
Skills:
Series 7
Series 66
Training and Development
Client Service
Building Relationships
Technology Training
Technical Presentations
Customer Presentations
Financial Services
Uniform Combined State Law
Employee Training
Business Development
Crm
Client Services
Management
Training
Finra
Sales
Asset Allocation
Finance
Leadership
Investments
Mutual Funds
Wealth Management
Retirement Planning
Portfolio Management
Series 66
Training and Development
Client Service
Building Relationships
Technology Training
Technical Presentations
Customer Presentations
Financial Services
Uniform Combined State Law
Employee Training
Business Development
Crm
Client Services
Management
Training
Finra
Sales
Asset Allocation
Finance
Leadership
Investments
Mutual Funds
Wealth Management
Retirement Planning
Portfolio Management
Interests:
Children
Education
Reading
Biking
80'S Music
Disaster and Humanitarian Relief
Golf
Travel
Wine
Education
Reading
Biking
80'S Music
Disaster and Humanitarian Relief
Golf
Travel
Wine
Certifications:
Certified Financial Planner (Cfp)