Patrick Schulz, Cfa Email and Phone Number
Patrick Schulz, Cfa is a Vice President, Senior Research Associate at Baird.
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Vice President, Senior Research AssociateBairdMilwaukee, Wi, Us -
Senior Equity Research AssociateBaird Jan 2023 - PresentMilwaukee, Wi, UsSoftware & SaaS -
Equity Research AssociateBaird Jul 2021 - Jan 2023Milwaukee, Wi, UsSoftware & SaaSPreviously Covered Financial Technology, Payments, and Services -
Equity Research AnalystBaird Mar 2018 - Jul 2021Milwaukee, Wi, UsFinancial Technology, Payments, and Services -
Board Member, Treasurer, Chair Of Finance CommitteeLead2Change Inc. Sep 2022 - PresentMilwaukee, Wisconsin, UsLead2Change is a career-readiness organization that engages young people in leadership opportunities and equips them with essential tools to be successful in college, their career, and the community. Young people who experience Lead2Change programs enter the post-secondary world confident and clear about their career interests and their position in the ever-evolving workforce.Responsible for overseeing the budget and managing/communicating the financial health status to the Board and Finance Committee on a periodic basis.https://lead2changeinc.org -
Commercial Banking AnalystJpmorgan Chase & Co. Jun 2016 - Mar 2018New York, Ny, UsMiddle Market Analyst working with Wisconsin based corporations with revenues between $20M-$500M. Experience with M&A, Private Equity firms and traditional credit products while delivering best-in-class service to our clients. Completed an eight-week training program consisting of accounting, financial statement analysis and applicable case studies. -
Division One Student Athlete - Men'S SoccerMarquette University Jul 2012 - May 2016Milwaukee, Wi, UsDivision One Men's Soccer student athlete. 3x Big East Conference All Academic Team, 2x NCAA Tournament participant, 1x Big East Conference Regular Season Champion, 1x Big East Conference Tournament Champion. Inducted into Chi Alpha Sigma Student Athlete National Honor Society. -
Commissioner - Youth FutsalMarquette University Sep 2013 - Jan 2015Milwaukee, Wi, UsMarquette Youth Futsal (Soccer) League is run by current Marquette University Men's Soccer players. This league is designed for youth teams around the Milwaukee area. Commissioner is in charge of organizing team and employee schedules while dealing with any conflicts/issues. -
Research Analyst InternHuizenga Capital Management May 2015 - Aug 2015Huizenga Capital Management ("HCM") was founded in 1990 and oversees investments in a wide range of asset classes, including private equity, venture capital, hedge funds, public securities, real estate and oil & gas. The Huizenga family has been involved in founding, operating and investing in numerous successful businesses including Waste Management, Blockbuster Video and a wide range of private businesses. The firm was recognized by Institutional Investor as its – “2012 Family Office of the Year”. Mr. Bradley was named as a "Top 30 Family Office Investor" in 2016.
Patrick Schulz, Cfa Education Details
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Marquette UniversityFinance
Frequently Asked Questions about Patrick Schulz, Cfa
What company does Patrick Schulz, Cfa work for?
Patrick Schulz, Cfa works for Baird
What is Patrick Schulz, Cfa's role at the current company?
Patrick Schulz, Cfa's current role is Vice President, Senior Research Associate.
What schools did Patrick Schulz, Cfa attend?
Patrick Schulz, Cfa attended Marquette University.
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