Matt Breitrick is a skilled finance professional with a Bachelor of Science in Finance and Marketing from the University of Wisconsin-Milwaukee and an MBA from Marquette University. They started their career as a Mutual Fund Specialist at U.S. Bank and have held various roles at Robert W. Baird & Co., including Client Services Specialist and Senior IRA/Retirement Plan Specialist. Currently, Matt serves as the Director of Client Reporting and Client Account Management Manager at Baird, where they lead teams to enhance client service and ensure compliance with industry regulations.
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