Paula began her career in the financial services industry with Paine Webber in 1985 through a part-time high school internship program. With more than 15 years of back office experience in Paine Webber/UBS’ Operations Department, Paula gained extensive knowledge of the industry. In 2009, she joined the WE Group, where she has been providing clients with the exceptional level of service that the team maintains as one of its primary goals.
Paula attended the University of Wisconsin-Milwaukee.
Paula leads our client administrative and operations for the team. She is responsible for client service which includes: client documentation, income distributions, online services and client on-boarding.
Madeleine worked for Baird while studying Accounting at Marquette University. Upon graduation, she worked for a local manufacturing company as a Financial Analyst. Maddie returned to Baird to join the WE Group as a PWM Analyst.
Education and Designations
Madeleine graduated from Marquette University with a Bachelor’s of Science in Business Administration with a degree in Accounting. She is currently studying for her CPA exam. She holds the FINRA Series 7 & 66 licenses.
Madeleine will focus on providing investment analysis and investment ideas based on the team's asset allocation strategies. Further, she will assist in Client Reviews and performance reporting, as well as Private Client Proposals. She also plans to leverage her accounting degree to provide tax expertise for the team.