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Patrick Schulz, Cfa Email & Phone Number
Vice President, Senior Research Associate
at
Baird
LinkedIn matched
✓ Verified July 2026
3 data sources
Profile completeness 86%
Current company
Role
Vice President, Senior Research Associate
Location
Milwaukee, Wisconsin, United States
Who is Patrick Schulz, Cfa? Overview
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Quick answer
Patrick Schulz, Cfa is listed as Vice President, Senior Research Associate at Baird, based in Milwaukee, Wisconsin, United States. AeroLeads shows a matched LinkedIn profile for Patrick Schulz, Cfa.
Patrick Schulz, Cfa previously worked as Senior Equity Research Associate at Baird and Equity Research Associate at Baird. Patrick Schulz, Cfa holds Bachelor Of Science In Business Administration, Finance from Marquette University.
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Email format at Baird
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Baird
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Profile bio
About Patrick Schulz, Cfa
Patrick Schulz, Cfa is a Vice President, Senior Research Associate at Baird.
Current workplace
Patrick Schulz, Cfa's current company
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9 roles
Patrick Schulz, Cfa work experience
A career timeline built from the work history available for this profile.
Jan 2023 - Present
Equity Research Associate
Software & SaaSPreviously Covered Financial Technology, Payments, and Services
Jul 2021 - Jan 2023
Mar 2018 - Jul 2021
Board Member, Treasurer, Chair Of Finance Committee
CurrentLead2Change 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
Sep 2022 - Present
Commercial Banking Analyst
Middle 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.
Jun 2016 - Mar 2018
Division One Student Athlete - Men'S Soccer
Division 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.
Jul 2012 - May 2016
Commissioner - Youth Futsal
Marquette 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.
Sep 2013 - Jan 2015
Research Analyst Intern
Huizenga Capital Management
Huizenga 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.
May 2015 - Aug 2015
1 education record
Patrick Schulz, Cfa education
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Marquette University
FAQ
Frequently asked questions about Patrick Schulz, Cfa
Quick answers generated from the profile data available on this page.
What company does Patrick Schulz, Cfa work for?
Patrick Schulz, Cfa works for Baird.
What is Patrick Schulz, Cfa's role at Baird?
Patrick Schulz, Cfa is listed as Vice President, Senior Research Associate at Baird.
Where is Patrick Schulz, Cfa based?
Patrick Schulz, Cfa is based in Milwaukee, Wisconsin, United States while working with Baird.
What companies has Patrick Schulz, Cfa worked for?
Patrick Schulz, Cfa has worked for Baird, Lead2Change Inc., Jpmorgan Chase & Co., Marquette University, and Huizenga Capital Management.
How can I contact Patrick Schulz, Cfa?
You can use AeroLeads to view verified contact signals for Patrick Schulz, Cfa at Baird, including work email, phone, and LinkedIn data when available.
What schools did Patrick Schulz, Cfa attend?
Patrick Schulz, Cfa holds Bachelor Of Science In Business Administration, Finance from Marquette University.
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