Baird
Stephanie Quick, CFP® is a Wealth Planning Associate and Client Specialist at Baird since September 2015, providing services in Private Wealth Management and Institutional mutual funds while holding Series 7 and 66 certifications. Prior experience includes roles at The Park National Bank from June 2009 to September 2015, including Assistant Trust Officer, where responsibilities encompassed managing Retirement Plan Services, conducting employee education training, and supporting marketing strategies. Earlier positions included administrative roles at Acuity Brands Lighting, focusing on documentation conversion and order troubleshooting. Stephanie Quick earned a Bachelor's degree in Business with a specialization in Marketing from Bowling Green State University between 2005 and 2009 and is currently enrolled in a CFP® Certification Education program.
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Baird
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Founded in 1919, Baird has guided families, businesses, communities and institutions toward their financial goals for a century. Today employee-owned Baird offers wealth management, investment banking, asset management, institutional sales and trading, equity research, public finance and private equity services through more than 160 offices in the United States, Europe and Asia. Baird manages and oversees more than $305 billion in assets for clients around the world and employs more than 4,600 associates. Baird has been one of FORTUNE’s 100 Best Companies to Work For® since 2004, and is committed to policies and practices that provide equal employment opportunity at all times. These non-discriminatory practices apply to all areas of employment including: hiring, promotions, terminations, compensation, benefits and educational opportunities. “Baird” is the marketing name for Robert W. Baird & Co., Incorporated and subsidiaries and affiliates worldwide.