Resumes
Resumes
Vice President For Business And Finance
View pageLocation:
750 east Division St, Fond Du Lac, WI 54935
Industry:
Financial Services
Work:
Marian University Indianapolis Oct 2015 - Jan 2016
Interim Vice President For Business and Finance
Marian University of Fond Du Lac Oct 2015 - Jan 2016
Vice President For Business and Finance
Baird Nov 2007 - Mar 2015
Vice President- Private Wealth Management Financial Reporting Manager
Marian University of Fond Du Lac 2015 - 2015
Controller
Us Bancorp Insurance & Investment Services Apr 2004 - Nov 2007
Financial Analyst Iv
Interim Vice President For Business and Finance
Marian University of Fond Du Lac Oct 2015 - Jan 2016
Vice President For Business and Finance
Baird Nov 2007 - Mar 2015
Vice President- Private Wealth Management Financial Reporting Manager
Marian University of Fond Du Lac 2015 - 2015
Controller
Us Bancorp Insurance & Investment Services Apr 2004 - Nov 2007
Financial Analyst Iv
Education:
University of Wisconsin - Milwaukee 1996 - 2000
Bachelors, Bachelor of Business Administration, Accounting
Bachelors, Bachelor of Business Administration, Accounting
Skills:
Financial Reporting
Wealth Management Services
Analysis
Forecasting
Management
Finance
Coaching
Portfolio Management
Strategic Financial Planning
Investments
Financial Modeling
Financial Analysis
Mutual Funds
Budgets
Wealth Management
Asset Allocation
Series 7
Leadership
Budgeting
Financial Planning
Wealth Management Services
Analysis
Forecasting
Management
Finance
Coaching
Portfolio Management
Strategic Financial Planning
Investments
Financial Modeling
Financial Analysis
Mutual Funds
Budgets
Wealth Management
Asset Allocation
Series 7
Leadership
Budgeting
Financial Planning
Janeen Meifert West Bend, WI
View pageWork:
ROBERT W. BAIRD
Nov 2007 to 2000
Private Wealth Management Financial Reporting Manager, Vice President
US BANCORP INSURANCE AND INVESTMENT SERVICES, LLC
Apr 2004 to Nov 2007
Financial Analyst IV
FORTIS INSURANCE COMPANY
Dec 2000 to Dec 2003
Senior Tax Accountant
Nov 2007 to 2000
Private Wealth Management Financial Reporting Manager, Vice President
US BANCORP INSURANCE AND INVESTMENT SERVICES, LLC
Apr 2004 to Nov 2007
Financial Analyst IV
FORTIS INSURANCE COMPANY
Dec 2000 to Dec 2003
Senior Tax Accountant
Education:
University of Wisconsin-Milwaukee
Milwaukee, WI
Dec 2000
Bachelor of Business Administration in Accounting
Milwaukee, WI
Dec 2000
Bachelor of Business Administration in Accounting