Supporting Dr. Cynthia Kenyon & Dr. Dan Gottschling

• Supported two financial advisors with proposal generation, preparing new account paperwork, opening accounts, transitioning new assets to Baird and establishing an ongoing communication/client service plan.• Initiated and completed all transactions required to fully service client accounts i.e. paperwork, correspondence, money movement requests and special projects as needed• Event coordinator for the branch including client events, associate gatherings and corporate conferences.• Ensured compliance with Baird’s policies regarding correspondence, books and records requirements including trade policies, seminars, and marketing.• Entered security orders including stocks, bonds, fixed income, options, annuities and other investment vehicle orders per Financial Advisors’ instructions or upon client’s verbal direction.• Coordinated travels for financial advisors and completes monthly expense reports• Served as Communication and Technology Liaison for our office.

• Coordinated non-deal roadshows to the New York area, including meeting details, transportation, catering and group event space rentals.• Updated and maintained our client database including quarterly holding information• Performed general administrative tasks for our sales brokers, including answering and directing calls, booking travel, submitting expense reports and helping create any client pitch materials.• Worked closely with the Research, Conference Services and Corporate Access teams on a daily basis to finalize schedules and complete client requests.

• Performed requisite duties in Shipping, Fulfillment, Estimating, Customer Service and Project Management for extended rotations• Provided customer service and project management for multiple large brand retailers.• Lead project manager and customer contact for a new product account; Pegboard Paper www.pegboardpaper.com. I processed orders and maintained inventory level of product.• Tradeshow coordinator and marketing contact for GlobalShop in 2011 and 2012 in Las Vegas. Organized travel and lodging for 20 employees, planned booth logistics and unique sponsorship for the show.• Sustainability coordinator and FSC auditor for our facility. • Attended Technology Training Camp in Houston for three months• Lead Marquette University Recruiter for Consolidated Graphics corporate.

• Instructed both children and adults on and off the water. • Worked with wind and weather reports to create daily lesson plans • Helped establish a new High School program in 2008 with the Youth Sailing Board

• Helped plan and prepare for the annual Strides for Lupus Walk• Generated Excel spreadsheets and weekly reports for event data• Petitioned Wisconsin Congress and Representatives on behalf of LFA