Dan Paulson
Corporate Officer/Principal en Robert W. Baird & Co., Inc. (Private Banking) .
Perfil
Mr. Daniel B.
Paulson is a Director & Senior Investment Consultant at Robert W.
Baird & Co., Inc. He has provided financial advice to individuals, families and corporations for more than two decades.
He has built his holistic approach to wealth management on a foundation of integrity and exceptional service.
Prior to joining the firm in 2001, Mr. Paulson served as Associate Director for one of the largest multinational insurance providers in the country.
He received bachelor’s degrees from Walsh College of Accounting and Business Administration.
Cargos activos de Dan Paulson
| Empresas | Cargo | Inicio |
|---|---|---|
Robert W. Baird & Co., Inc. (Private Banking)
 Robert W. Baird & Co., Inc. (Private Banking) Investment ManagersFinance Robert W. Baird & Co., Inc. (Private Banking) (RWBCI) is the wealth management division of Robert W. Baird & Co., Inc., an employee-owned wealth management, capital markets, asset management and private equity firm headquartered in Milwaukee, Wisconsin. The firm was founded in 1919 and is a subsidiary of Baird Financial Corp., ultimately held by Baird Financial Group, Inc. RWBCI offers its investment management services to all types of current or prospective clients, which include, but not limited to: individuals, trusts, estates, Retirement Accounts, pension and profit-sharing plans, charitable organizations, and corporations or other business entities. | Corporate Officer/Principal | 01/02/2001 |
Formación de Dan Paulson.
| Walsh College | Graduate Degree |
Experiencias
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Relaciones de 1er grado
Empresas vinculadas al 1er grado
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Empresas relacionadas
| Empresas privadas | 1 |
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Robert W. Baird & Co., Inc. (Private Banking)
Robert W. Baird & Co., Inc. (Private Banking) Investment ManagersFinance Robert W. Baird & Co., Inc. (Private Banking) (RWBCI) is the wealth management division of Robert W. Baird & Co., Inc., an employee-owned wealth management, capital markets, asset management and private equity firm headquartered in Milwaukee, Wisconsin. The firm was founded in 1919 and is a subsidiary of Baird Financial Corp., ultimately held by Baird Financial Group, Inc. RWBCI offers its investment management services to all types of current or prospective clients, which include, but not limited to: individuals, trusts, estates, Retirement Accounts, pension and profit-sharing plans, charitable organizations, and corporations or other business entities. | Finance |
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