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Kate Gregory

Kate Gregory

Client Relationship Assistant (CRA)

Robert W. Baird & Co.

San Francisco, Other

Client Relationship Assistant at Robert W. Baird & Co.





Robert W. Baird & Co.

Client Relationship Assistant (CRA)

• Plan and executed all major events for our San Francisco office, including quarterly non-profit events, client meetings and events, our Annual SF Giants event, all associate gatherings and corporate meetings.
• Manage our Conference Room schedule for client meetings, Research lunches and roadshows.
• Coordinate travel for all new associates, and our Branch Manager. Compile expenses for all business units through Concur (Private Wealth Management, Fixed Income, Investment Banking)
• Work closely with the IT, Marketing and Institutional Sales team on all on branch events.
• Manage the onboarding of new hires, including registration, HR, IT needs and office set up.
• Support the PWM teams, including backing up all of the other CRAs and helping process any client paperwork and requests.
• Update and maintain all compliance files for PWM San Francisco Branch
• Serve as Communication and Technology Liaison. Maintain all office equipment, and update all employees on technology and software upgrades.
• Manage all vendor relationships for the branch
• Main point of contact for building management and facility, as well as the lead Safety officer

Career medium 06
Career medium 01

Robert W. Baird & Co.

Institutional Equities Coordinator

• Coordinated non-deal roadshows to the New York area, including meeting details, transportation, catering and group event space rentals.
• Updated and maintained our client database including quarterly holding information
• Performed general administrative tasks for our sales brokers, including answering and directing calls, booking travel, submitting expense reports and helping create any client pitch materials.
• Worked closely with the Research, Conference Services and Corporate Access teams on a daily basis to finalize schedules and complete client requests.


Consolidated Graphics- Wetzel Brothers, Inc.

Leadership Development Associate

• Performed requisite duties in Shipping, Fulfillment, Estimating, Customer Service and Project Management for extended rotations
• Provided customer service and project management for multiple large brand retailers.
• Lead project manager and customer contact for a new product account; Pegboard Paper I processed orders and maintained inventory level of product.
• Tradeshow coordinator and marketing contact for GlobalShop in 2011 and 2012 in Las Vegas. Organized travel and lodging for 20 employees, planned booth logistics and unique sponsorship for the show.
• Sustainability coordinator and FSC auditor for our facility.
• Attended Technology Training Camp in Houston for three months
• Lead Marquette University Recruiter for Consolidated Graphics corporate.

Career medium 05
Career medium 01

Milwaukee Yacht Club

Head Sailing Instructor

• Instructed both children and adults on and off the water.
• Worked with wind and weather reports to create daily lesson plans
• Helped establish a new High School program in 2008 with the Youth Sailing Board



Lupus Intern

• Helped plan and prepare for the annual Strides for Lupus Walk
• Generated Excel spreadsheets and weekly reports for event data
• Petitioned Wisconsin Congress and Representatives on behalf of LFA

Career medium 05

Marquette University

BA, Broadcasting and Electronic Communication


Liberal Arts

Littleton High School