Kara Baird
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Kara Baird Email & Phone Number

Client Manager at Envision Financial Systems, Inc.
Location: Omaha, Nebraska, United States 7 work roles 1 school
1 work email found @ultimusfundsolutions.com LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email k****@ultimusfundsolutions.com
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Current company
Envision Financial Systems, Inc.
Role
Client Manager
Location
Omaha, Nebraska, United States
Company size
255 employees

Who is Kara Baird? Overview

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Quick answer

Kara Baird is listed as Client Manager at Envision Financial Systems, Inc., a with 255 employees, based in Omaha, Nebraska, United States. AeroLeads shows a work email signal at ultimusfundsolutions.com and a matched LinkedIn profile for Kara Baird.

Kara Baird previously worked as Strategic Client Success Executive at Envision Financial Systems, Inc. and Vice President at Union Bank & Trust. Kara Baird holds Bsba, Management And Marketing from Midland University.

Company email context

Email format at Envision Financial Systems, Inc.

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{first_initial}{last}@ultimusfundsolutions.com
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AeroLeads found 1 current-domain work email signal for Kara Baird. Compare company email patterns before reaching out.

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Profile bio

About Kara Baird

Kara Baird is a Client Manager at Envision Financial Systems, Inc.. She possess expertise in mutual funds, asset management, hedge funds, securities, investments and 16 more skills.

Listed skills include Mutual Funds, Asset Management, Hedge Funds, Securities, and 17 others.

Current workplace

Kara Baird's current company

Company context helps verify the profile and gives searchers a useful next step.

Envision Financial Systems, Inc.
Envision Financial Systems, Inc.
Client Manager
Omaha, NE, US
Website
enfs.com
Employees
255
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7 roles

Kara Baird work experience

A career timeline built from the work history available for this profile.

Senior Vice President & Aml Officer

Ultimus Fund Solutions

Greater Omaha Area

Transfer Agent operational oversight for 400+ mutual funds, including closed-end mutual funds, private mutual funds, and 529 Plans. Major areas of oversight include : Transaction processing, statements and confirms, tax forms, client communication, bank account reconciliation, customer service, and online account access. In addition, I serve as the AML Officer. I oversee the detecting and monitoring of suspicious transactions, identity verification, and risk-based oversight in an effort to prevent money laundering.

Jun 2012 - Jul 2021

Senior Service Representative

Pioneer Investments

Evaluated and verified requests from shareholders and the broker/dealer communityAccurately processed financial and maintenance transactionsResearched, resolved, and responded to complex inquires in written or verbal formatFulfilled quality control measures for all transactions typesProvided feedback to management regarding shareholder and broker/dealer requests

Nov 1997 - May 2001
Team & coworkers

Colleagues at Envision Financial Systems, Inc.

Other employees you can reach at enfs.com. View company contacts for 255 employees →

NB Narendra Babu Manam Narendra Babu Manam Colleague at Envision Financial Systems, Inc.Bengaluru, Karnataka, India View → HC Harvinder Chawla Harvinder Chawla Colleague at Envision Financial Systems, Inc.Irvine, California, United States View → PL Pradyumna Lama Pradyumna Lama Colleague at Envision Financial Systems, Inc.Karnataka, India View → SP Siddhant Pattanayak Siddhant Pattanayak Colleague at Envision Financial Systems, Inc.Bengaluru, Karnataka, India View → VK Vivekananda K Vivekananda K Colleague at Envision Financial Systems, Inc.Bengaluru, Karnataka, India View → HK Harpreet Kwatra Harpreet Kwatra Colleague at Envision Financial Systems, Inc.Aliso Viejo, California, United States View → TS Thandapani Shanmugam Thandapani Shanmugam Colleague at Envision Financial Systems, Inc.Bengaluru, Karnataka, India View → RM Rittik Mishra Rittik Mishra Colleague at Envision Financial Systems, Inc.Uttar Pradesh, India View → RP Ramesh P Ramesh P Colleague at Envision Financial Systems, Inc.Bengaluru, Karnataka, India View → JT Javali Thallapaka Javali Thallapaka Colleague at Envision Financial Systems, Inc.Nellore, Andhra Pradesh, India View →
1 education record

Kara Baird education

FAQ

Frequently asked questions about Kara Baird

Quick answers generated from the profile data available on this page.

What company does Kara Baird work for?

Kara Baird works for Envision Financial Systems, Inc..

What is Kara Baird's role at Envision Financial Systems, Inc.?

Kara Baird is listed as Client Manager at Envision Financial Systems, Inc..

What is Kara Baird's email address?

AeroLeads has found 1 work email signal at @ultimusfundsolutions.com for Kara Baird at Envision Financial Systems, Inc..

Where is Kara Baird based?

Kara Baird is based in Omaha, Nebraska, United States while working with Envision Financial Systems, Inc..

What companies has Kara Baird worked for?

Kara Baird has worked for Envision Financial Systems, Inc., Union Bank & Trust, Ultimus Fund Solutions, The Gemini Companies (Now Ultimus Fund Solutions), and Pioneer Investments.

Who are Kara Baird's colleagues at Envision Financial Systems, Inc.?

Kara Baird's colleagues at Envision Financial Systems, Inc. include Narendra Babu Manam, Harvinder Chawla, Pradyumna Lama, Siddhant Pattanayak, and Vivekananda K.

How can I contact Kara Baird?

You can use AeroLeads to view verified contact signals for Kara Baird at Envision Financial Systems, Inc., including work email, phone, and LinkedIn data when available.

What schools did Kara Baird attend?

Kara Baird holds Bsba, Management And Marketing from Midland University.

What skills is Kara Baird known for?

Kara Baird is listed with skills including Mutual Funds, Asset Management, Hedge Funds, Securities, Investments, Customer Service, Operations Management, and Financial Services.

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