Kara Baird Email & Phone Number
Client Manager @ Envision Financial Systems, Inc.
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Kara Baird Location
- Omaha, NE, US
Kara Baird Work
- Client Manager @ (May 2022 - Present)
- Vice President @ (August 2021 - April 2022)
- Senior Vice President and AML Officer @ (June 2012 - July 2021)
- Senior Operations Manager @ (June 2008 - May 2012)
- Account Services Manager @ (June 2001 - May 2008)
- Senior Service Representative @ (November 1997 - May 2001)
Kara Baird Education
- Midland University
BSBA (Management and Marketing)
1993-1997
Kara Baird Skills
- Customer Service
- Customer Relations
- Call Center
- Operations Management
- Mutual Funds
- Alternative Investments
- Hedge Funds
- Asset Management
- Call Centers
- Series 6
- Investments
- Securities
- Management
- Financial Services
- Investment Advisory
- Wealth Management
- Financial Analysis
- Asset Allocation
- Banking
- Equities
- Finance
- Regulatory/AML Compliance
- Risk Management
- Audit Management
- Fraud Detection
- Fraud Investigations
- Risk Assessment
- Data Research
- Employee Training
- Employee Supervision
- Vice President
- • Anti-Money Laundering
- Financial Data Analysis
- Policies & Procedures
- Microsoft Word
- Project Management
- Microsoft Excel
- Marketing
Kara Baird Summary
- Kara Baird, based in Omaha, NE, US, is currently a Client Manager at Envision Financial Systems, Inc.. Kara Baird brings experience from previous roles at Union Bank & Trust, Ultimus Fund Solutions and The Gemini Companies (Now Ultimus Fund Solutions). Kara Baird holds a 1993 - 1997 BSBA in Management and Marketing @ Midland University. With a robust skill set that includes Customer Service, Customer Relations, Call Center, Operations Management, Mutual Funds and more. Kara Baird has 3 emails and 1 mobile phone numbers on RocketReach.
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