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Brian Herald Email & Phone Number
Senior Supervision Officer
at
Baird
1 work email found
@rwbaird.com
2 phones found area 920
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Senior Supervision Officer
Location
Greater Milwaukee, United States, United States
Who is Brian Herald? Overview
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Quick answer
Brian Herald is listed as Senior Supervision Officer at Baird, based in Greater Milwaukee, United States, United States. AeroLeads shows a work email signal at rwbaird.com, phone signal with area code 920, and a matched LinkedIn profile for Brian Herald.
Brian Herald previously worked as Private Wealth Management Supervison Officer at Baird and Private Wealth Management Supervision Analyst at Robert W. Baird & Co.. Brian Herald holds Master Of Business Administration (Mba) from University Of Wisconsin-Madison.
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 Brian Herald. Compare company email patterns before reaching out.
Profile bio
About Brian Herald
I have nearly nine years experience with a top level investment firm and I completed my MBA at UW-Madison. Over the past four years I have worked with the recently formed Central Supervision Team, where I have worked supervising over 125 financial advisers. During this last year I have played a major role in training and my newly devised team structure was selected by the Director of Supervision for implementation. My MBA from UW-Madison has expanded and strengthened my skill sets. I have taken advanced classes in economics, investments, and leadership, while also taking part in a global learning experience in Hong Kong, China, and Vietnam. I am a leader, problem solver, and innovative thinker that is very results driven. I am looking for a senior role at an investing firm.I enjoy volunteering, beer making, and learning to code.
Listed skills include Microsoft Excel, Microsoft Word, Microsoft Powerpoint, Mutual Funds, and 4 others.
Current workplace
Brian Herald's current company
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5 roles
Brian Herald work experience
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Senior Supervision Officer
Current
Oct 2019 - Present
Private Wealth Management Supervison Officer
Current
Oct 2017 - Present
Private Wealth Management Supervision Analyst
1. Reviewing daily trades, emails, and correspondences.2. Approving account openings, option/margin agreements, and alternative investments.3. Using tools such as ProSurv, Global Relay, and Annuity Net to enforce policies.4. Answering phone calls from financial advisors and sales assistance.5. Providing support for private wealth management, operations.
Nov 2013 - Oct 2017
Client Services Representative
1. Developed, produced and enhanced work standard procedures. 2. Analyzed, documented and researched problems in client accounts. 3. Investigated red lags for fraud, embezzlement and money laundering. 4. Analyzed complex margin accounts and calculations. 5. Answered high volume of phone calls from financial advisors and their assistants.6. Was responsible.
Jul 2010 - Nov 2013
2 education records
Brian Herald education
Master Of Business Administration (Mba)
Bachelor'S Degree, Finance And Financial Management Services
FAQ
Frequently asked questions about Brian Herald
Quick answers generated from the profile data available on this page.
What company does Brian Herald work for?
Brian Herald works for Baird.
What is Brian Herald's role at Baird?
Brian Herald is listed as Senior Supervision Officer at Baird.
What is Brian Herald's email address?
AeroLeads has found 1 work email signal at @rwbaird.com for Brian Herald at Baird.
What is Brian Herald's phone number?
AeroLeads has found 2 phone signal(s) with area code 920 for Brian Herald at Baird.
Where is Brian Herald based?
Brian Herald is based in Greater Milwaukee, United States, United States while working with Baird.
What companies has Brian Herald worked for?
Brian Herald has worked for Baird and Robert W. Baird & Co..
How can I contact Brian Herald?
You can use AeroLeads to view verified contact signals for Brian Herald at Baird, including work email, phone, and LinkedIn data when available.
What schools did Brian Herald attend?
Brian Herald holds Master Of Business Administration (Mba) from University Of Wisconsin-Madison.
What skills is Brian Herald known for?
Brian Herald is listed with skills including Microsoft Excel, Microsoft Word, Microsoft Powerpoint, Mutual Funds, Alternative Investments, Equities, Bonds, and Stock Option.
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