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A 360 View of 360 Wealth - Organizing Your Finances Thumbnail

A 360 View of 360 Wealth - Organizing Your Finances

Baird’s Technology Solutions Consultants, Andy Krogstad & Michelle Dowling presented an overview of BairdOnline and 360 Wealth. They explore key features and functionality available to you through the online platform. 

Topics covered:

  • 360 Wealth and Planning
  • E-Delivery Preferences
  • Secure Document Exchange
  • Tax Documents 
  • Account Performance
  • Account Sharing
  • Account Nicknames
  • Account Grouping

About the Speakers:

Andy Krogstad is a Technology Solutions Consultant within PWM Technology Best Practices.  This role is dedicated to assisting and educating associates in PWM with key technology platforms used by Financial Advisor teams and their clients.

Andrew graduated with a Bachelor of Letters & Sciences with a focus in Organizational/Professional Communication from the University of Wisconsin-Milwaukee in 2010. Andrew currently holds:

  • FINRA Series 6 & 7
  • 10 Years Financial Services experiences (6+ at Baird)

Michelle Dowling is a Technology Solutions Consultant within PWM Technology Best Practices.  This role is dedicated to assisting and educating associates in PWM with the technology platforms Thomson ONE, Baird Wealth Report, and CRM.  Our goal is to increase the effectiveness in which these technology platforms are used by Financial Advisors and Client Specialists as they maintain and grow their businesses.

Michelle recently joined Baird after more than a decade in the industry, previously working at Morgan Stanley and Raymond James.  Prior to transitioning to financial services, Michelle was a high-school English teacher.