Andy Ballard
- Role
- Vice President - Intermediary Specialist, Baird Equity Asset Management at Baird
- Location
- Milwaukee, WI, US
- LinkedIn followers
- 500 followers
About Andy Ballard
Experienced mutual fund sales and relationship management professional specializing in…
Experience
Vice President - Intermediary Specialist, Baird Equity Asset Management
Feb 2016 — Present
I manage relationships with RIA\'s, Bank/Trusts and other financial intermediaries in the Western United States and upper Northeast for Baird Equity Asset Management. Western States Covered: AK, AZ, CA, CO, HI, ID, KS, MO, MT, ND, NE, NM, NV, OK, OR, SD, WA, WY, UT Northeast States Covered: MA, ME, CT, NH, VT, RI
Skills
- Securities
- Series 7
- Uniform Combined State Law
- Sales
- Mutual Funds
- Equities
- Rias
- Series 65
- Finance
- Wealth Management
- Business Development
- Asset Allocation
- Investment Advisory
- Series 63
- Investments
- Relationship Management
- Financial Services
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