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Bob Schultz Email & Phone Number
Vice President, Senior Compliance Officer
at
Baird
1 work email found
@rwbaird.com
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Vice President, Senior Compliance Officer
Location
Milwaukee, Wisconsin, United States
Who is Bob Schultz? Overview
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Quick answer
Bob Schultz is listed as Vice President, Senior Compliance Officer at Baird, based in Milwaukee, Wisconsin, United States. AeroLeads shows a work email signal at rwbaird.com and a matched LinkedIn profile for Bob Schultz.
Bob Schultz previously worked as Assistant Vice President, Manager - Asset Management Accounts at Baird and Financial Service Representative at Bank Mutual. Bob Schultz holds Bachelor'S Degree, Economics from University Of Wisconsin-Milwaukee.
Company email context
Email format at Baird
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{first_initial}{last}@rwbaird.com
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AeroLeads found 1 current-domain work email signal for Bob Schultz. Compare company email patterns before reaching out.
Profile bio
About Bob Schultz
Experienced Senior Compliance Officer with a demonstrated history of working in the financial services industry. Skilled in Securities, Financial Services, Regulatory Compliance, Investments, and Wealth Management. Strong finance professional with a Bachelor's degree focused in Economics from University of Wisconsin-Milwaukee.
Listed skills include Investments, Financial Services, Regulatory Compliance, Securities, and 1 others.
Current workplace
Bob Schultz's current company
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4 roles
Bob Schultz work experience
A career timeline built from the work history available for this profile.
Vice President, Senior Compliance Officer
Current- Conduct interviews and oversee onboarding for all financial advisors and branch supervisors
- Produce and deliver multimedia compliance training for our business partners
- Provide regulatory guidance and support to various teams during branch expansions
- Design robust exam modules and execute annual on-site branch examinations
- Address regulatory changes by crafting guidance ensuring cohesive adoption
- Lead the committee that addresses disciplinary issues and collaborate with various areas of the firm to provide corrective measures when associates violate firm or regulatory rules
Feb 2006 - Present
Assistant Vice President, Manager - Asset Management Accounts
- Managed a team of six, responsible for the daily balancing, trading and reconciling multiple money market funds with over $2 billion under management
- Implemented inventive solutions for client and sales force related issues
- Collaborated with multiple vendors to deliver superior service and products for our clients
- Provided marketing support that championed the benefits of the cash management program
- Monitored, investigated and escalated suspicious activity within client accounts
- Instituted several automated processes and related controls that increased efficiency and reduced manual efforts
Feb 1998 - Feb 2006
Financial Service Representative
- Initiated new client relationships and provided customer transactional support
- Repeatedly recognized for exceeding sales goals
- Successfully onboarded and developed new branch associates
- Identified as a key resource to several offices within the branch network
Jul 1996 - Feb 1998
1 education record
Bob Schultz education
-
University Of Wisconsin-Milwaukee
FAQ
Frequently asked questions about Bob Schultz
Quick answers generated from the profile data available on this page.
What company does Bob Schultz work for?
Bob Schultz works for Baird.
What is Bob Schultz's role at Baird?
Bob Schultz is listed as Vice President, Senior Compliance Officer at Baird.
What is Bob Schultz's email address?
AeroLeads has found 1 work email signal at @rwbaird.com for Bob Schultz at Baird.
Where is Bob Schultz based?
Bob Schultz is based in Milwaukee, Wisconsin, United States while working with Baird.
What companies has Bob Schultz worked for?
Bob Schultz has worked for Baird and Bank Mutual.
How can I contact Bob Schultz?
You can use AeroLeads to view verified contact signals for Bob Schultz at Baird, including work email, phone, and LinkedIn data when available.
What schools did Bob Schultz attend?
Bob Schultz holds Bachelor'S Degree, Economics from University Of Wisconsin-Milwaukee.
What skills is Bob Schultz known for?
Bob Schultz is listed with skills including Investments, Financial Services, Regulatory Compliance, Securities, and Wealth Management.
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