Jim Packee

Jim Packee is currently the Director at Robert W. Baird & Co., where they provide a consultative approach to Fixed Income, helping financial institutions and corporations select suitable products for their investment portfolios to achieve optimal returns based on their risk profiles. Prior to this role, Jim served as Vice President at Baird from 2011 to 2013 and as an Investment Officer at M&I Capital Markets from 2007 to 2011, where they focused on maximizing returns while managing risk exposure for clients. Jim earned a Bachelor of Science degree in Marketing and Real Estate from Marquette University in 2007 and holds Series 7 and 63 Securities Licenses.