Baird Wealth Strategies
Baird Wealth Strategies is a program that offers live education and insights on timely wealth management topics. Please see the below list of upcoming and past topics and feel free to register for the most recent topic as it interests or provides value to you.
Please note dates, times and topics are subject to change.
Topic: Exploring BairdOnline and 360 Wealth with Tech Solutions
Date: 2/17/2021 12:00 PM
Please join Baird’s Technology Solutions Consultants, Andrew Krogstad & Michelle Dowling for an overview of BairdOnline and 360 Wealth. We’ll explore key features and functionality available to you through the online platform
- 360 Wealth and Planning
- E-Delivery Preferences
- Secure Document Exchange
- Online Security
- Account Performance
- Account Sharing
- Account Nicknames
- Account Grouping
View the Webinar Recording
About the Speakers:
Andrew Krogstad is a Technology Solutions Consultant within PWM Technology Best Practices. This role is dedicated to assisting and educating associates in PWM with key technology platforms used by Financial Advisor teams and their clients.
Andrew graduated with a Bachelor of Letters & Sciences with a focus in Organizational/Professional Communication from the University of Wisconsin-Milwaukee in 2010. Andrew currently holds FINRA Series 6 & 7, and has 10 years financial services experience (6+ at Baird).
Michelle Dowling is a Technology Solutions Consultant within PWM Technology Best Practices. This role is dedicated to assisting and educating associates in PWM with the technology platforms Thomson ONE, Baird Wealth Report, and CRM. Our goal is to increase the effectiveness in which these technology platforms are used by Financial Advisors and Client Specialists as they maintain and grow their businesses.
Michelle recently joined Baird after more than a decade in the industry, previously working at Morgan Stanley and Raymond James. Prior to transitioning to financial services, Michelle was a high-school English teacher.Michelle graduated from California State University, Sacramento and received her Master of Arts in Communication from Stanford University. She is Series 7 & 66 securities licensed.
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* Dates, times and topics are subject to change