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Karen Leppla Email & Phone Number

Vice President, Director of Trading at Heartland Advisors, Inc. at Heartland Advisors, Inc.
Location: Greater Milwaukee, United States 2 work roles 1 school
1 work email found @rwbaird.com LinkedIn matched
✓ Verified August 2026 4 data sources Profile completeness 100%

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Work email k****@rwbaird.com
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Current company
Heartland Advisors, Inc.
Role
Vice President, Director of Trading at Heartland Advisors, Inc.
Location
Greater Milwaukee, United States
Company size
25 employees

Who is Karen Leppla? Overview

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Quick answer

Karen Leppla is listed as Vice President, Director of Trading at Heartland Advisors, Inc. at Heartland Advisors, Inc., a with 25 employees, based in Greater Milwaukee, United States. AeroLeads shows a work email signal at rwbaird.com and a matched LinkedIn profile for Karen Leppla.

Karen Leppla previously worked as Vice President, Director of Trading at Heartland Advisors, Inc. and SVP Securities Trader at Baird. Karen Leppla holds Bachelor Of Science (Bs), Multi/Interdisciplinary Studies Of Business Administration & Physical Education from University Of Alaska Anchorage.

Company email context

Email format at Heartland Advisors, Inc.

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{first_initial}{last}@rwbaird.com
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Profile bio

About Karen Leppla

✔ Strategic Leader w/Deep B2B Buying and Selling Experience in Service of Customer Needs and Goals✔ Client-Focused Relationship Builder, Communicator, Team Player, Collaborator, and Problem Solver✔ Resourceful and Detail-Oriented, w/Initiative and Sense of Urgency in Meeting Business Objectives▶️ “Don’t half-ass it.” This quote about success from Matthew McConaughey’s father resonates with me, although my interpretation is a little broader: Do it right, take care of the people who count on you, and never quit on a worthwhile goal. I’ve practiced these concepts to great result—from my years as an NCAA gymnast to my work throughout my business career. The quote also makes me laugh, which is an essential tool when the going gets tough.▶️ My practice of building strong customer relationships, establishing trust, and providing exceptional customer service have served well in solving problems and augmenting business results. I love the people component of my job, and enjoy getting to know customers on a deeper level to uncover their true needs and help them achieve their goals.▶️ I’m a competitive analyst at heart. Deep experience in B2B and B2C business means I am able to identify and understand issues and opportunities, compare data from different sources to draw conclusions, and choose appropriate actions that are consistent with available facts, constraints, and probable consequences.▶️ My career was built through hard work and perseverance. I am the first in my family to go to college and graduate with a college degree, and I had to find the means to get there on my own. A chance meeting at our local gymnastics club led to a full-ride scholarship, and my degree opened doors my parents could never have dreamed of.SPECIALTIESTrade ExecutionAccount AllocationSettlement IssuesFactor UpdatesError ProcessingError Reconciliation Relationship BuildingBusiness and Market AnalysisData AnalyticsBuying and SellingStakeholder CommunicationCollaborationNeeds AssessmentProblem SolvingProject ManagementI am a registered representative of ALPS Distributers, Inc., which is the distributor for Heartland Funds.

Listed skills include Securities, Series 7, Mutual Funds, Asset Management, and 10 others.

Current workplace

Karen Leppla's current company

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Heartland Advisors, Inc.
Heartland Advisors, Inc.
Vice President, Director of Trading at Heartland Advisors, Inc.
milwaukee, wisconsin, united states
Website
heartlandadvisors.com
Employees
25
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2 roles

Karen Leppla work experience

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

Vice President, Director Of Trading

Current
Heartland Advisors, Inc.

Milwaukee, Wisconsin, United States

Sep 2022 - Present

Svp Securities Trader

Baird

Milwaukee, Wisconsin

Senior Vice President | Senior Equity and Fixed Income Trader, 2016–PresentVice President | Equity and Fixed Income Trader, 2010–2016Execute high-volume orders for customer accounts exceeding $9B AUM, incorporating continuous analysis of market trends and data to negotiate purchase and sale of financial assets to meet client goals. Solicit bids and offers for government, corporate, and municipal bonds. Establish productive relationships with decision-makers, internal teams, and 3rd-party providers. Compile market research for 150 money managers across the U.S.; manage relationships and adapt to individual trading styles. Ensure accuracy and regulatory compliance. Use MS Office, CRM, and trading software on a daily basis.Assistant Vice President | Equity and Fixed Income Trader, 2002–2010Led launch of fixed income investing as a low-risk option for clients. Developed contacts in bond markets, established processes, and set up trading technology. Acquired necessary expertise to support financial advisors as subject matter expert (SME) in client needs assessment and provided full onboarding of all advisory fixed-income trades. Executed buy and sell orders.Early CareerInitially recruited as a Trading Assistant, earning promotion to Trader within 7 months of hire date. Retained role of Trader throughout advancement into executive leadership.

Feb 1997 - Dec 2021
Team & coworkers

Colleagues at Heartland Advisors, Inc.

Other employees you can reach at heartlandadvisors.com. View company contacts for 25 employees →

LJ Lauren Johnson Lauren Johnson Colleague at Heartland Advisors, Inc.Milwaukee, Wisconsin, United States View → LL Linda Lorenz Linda Lorenz Colleague at Heartland Advisors, Inc.Thiensville, Wisconsin, United States View → AH Aj Hosig Aj Hosig Colleague at Heartland Advisors, Inc.Milwaukee, Wisconsin, United States View → SA Sumit Arora Sumit Arora Colleague at Heartland Advisors, Inc.Delhi, India View → BN Bill Nasgovitz Bill Nasgovitz Colleague at Heartland Advisors, Inc.Milwaukee, Wisconsin, United States View → DR Darian Rasmann Darian Rasmann Colleague at Heartland Advisors, Inc.Greater Milwaukee, United States View → BB Brian Backe Brian Backe Colleague at Heartland Advisors, Inc.Milwaukee, Wisconsin, United States View → KC Kevin Clark Kevin Clark Colleague at Heartland Advisors, Inc.Milwaukee, Wisconsin, United States View → BJ Brooke Janssen Brooke Janssen Colleague at Heartland Advisors, Inc.Waukesha County, Wisconsin, United States View → JK Jeff Kohl Jeff Kohl Colleague at Heartland Advisors, Inc.Greater Milwaukee, United States View →
1 education record

Karen Leppla education

FAQ

Frequently asked questions about Karen Leppla

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

What company does Karen Leppla work for?

Karen Leppla works for Heartland Advisors, Inc..

What is Karen Leppla's role at Heartland Advisors, Inc.?

Karen Leppla is listed as Vice President, Director of Trading at Heartland Advisors, Inc. at Heartland Advisors, Inc..

What is Karen Leppla's email address?

AeroLeads has found 1 work email signal at @rwbaird.com for Karen Leppla at Heartland Advisors, Inc..

Where is Karen Leppla based?

Karen Leppla is based in Greater Milwaukee, United States while working with Heartland Advisors, Inc..

What companies has Karen Leppla worked for?

Karen Leppla has worked for Heartland Advisors, Inc. and Baird.

Who are Karen Leppla's colleagues at Heartland Advisors, Inc.?

Karen Leppla's colleagues at Heartland Advisors, Inc. include Lauren Johnson, Linda Lorenz, Aj Hosig, Sumit Arora, and Bill Nasgovitz.

How can I contact Karen Leppla?

You can use AeroLeads to view verified contact signals for Karen Leppla at Heartland Advisors, Inc., including work email, phone, and LinkedIn data when available.

What schools did Karen Leppla attend?

Karen Leppla holds Bachelor Of Science (Bs), Multi/Interdisciplinary Studies Of Business Administration & Physical Education from University Of Alaska Anchorage.

What skills is Karen Leppla known for?

Karen Leppla is listed with skills including Securities, Series 7, Mutual Funds, Asset Management, Series 63, Equities, Fixed Income, and Investment Advisory.

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