Jim Packee
Director at Robert W. Baird - Fixed Income Sales
- Role
- Director at Baird
- Location
- Milwaukee, WI, US
- LinkedIn followers
- 500 followers
General Business & ManagementView LinkedIn profile
About Jim Packee
Provides a consultative approach to Fixed Income to enable financial institutions and…
Experience
Director
Jan 2014 — Present
Education
Marquette University
BS, Marketing, Real Estate
2003 — 2007
Skills
- Bloomberg
- Strategic Planning
- Fixed Income
- Financial Risk
- Asset Management
- Investments
- Microsoft Office
- Sales
- Insurance
- Customer Service
- Retirement Planning
- Financial Modeling
- Portfolio Management
- Loans
- Capital Markets
- Series 7
- Series 63
- Marketing
- Securities
- Public Speaking
- Leadership
- Wealth Management
- Financial Institutions
- Financial Analysis
- Banking
- Asset Allocation
- Mutual Funds
- Risk Management
- Process Improvement
- Equities
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