Profile
Mr. Daniel B. Paulson is a Director & Senior Investment Consultant at Robert W.
Baird & Co., Inc. He has provided financial advice to individuals, families and corporations for more than two decades.
He has built his holistic approach to wealth management on a foundation of integrity and exceptional service.
Prior to joining the firm in 2001, Mr. Paulson served as Associate Director for one of the largest multinational insurance providers in the country.
He received bachelor’s degrees from Walsh College of Accounting and Business Administration.
Dan Paulson active positions
| Companies | Position | Start |
|---|---|---|
Robert W. Baird & Co., Inc. (Private Banking)
Robert W. Baird & Co., Inc. (Private Banking) Investment ManagersFinance Baird WPM offers various investment strategies, which includes Equity, Fixed Income or Bond, Balanced, Value, Growth, Income, Economic Industry or Sector Focused, International, Global, Geographic Region or Country Focused, Tactical and Rotation, and Alternative Strategies and Complex Strategies. | Corporate Officer/Principal | 31/01/2001 |
Training of Dan Paulson
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 2 |
|---|---|
Walsh College
Walsh College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Robert W. Baird & Co., Inc. (Private Banking)
Robert W. Baird & Co., Inc. (Private Banking) Investment ManagersFinance Baird WPM offers various investment strategies, which includes Equity, Fixed Income or Bond, Balanced, Value, Growth, Income, Economic Industry or Sector Focused, International, Global, Geographic Region or Country Focused, Tactical and Rotation, and Alternative Strategies and Complex Strategies. | Finance |
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