Patrick Schulz, CFA

Equity Research Analyst at Baird
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Contact Information
us****@****om
(386) 825-5501
Location
Milwaukee, Wisconsin, US

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Credentials

  • CFA
    CFA Institute
  • CFA Institute - 2016 Research Challenge - Local Participant
    CFA Institute

Experience

    • Equity Research Analyst
      • Mar 2018 - Present

      Sell-side analystCurrently cover - Fin Tech and IT Outsourcing/BPO Previously covered - IT Security and Infrastructure

    • Commercial Banking Analyst
      • Jun 2016 - Mar 2018

      Middle Market Analyst working with Wisconsin based corporations with revenues between $20M-$500M. Experience with M&A, Private Equity firms and traditional credit products while delivering best-in-class service to our clients. Completed an eight-week training program consisting of accounting, financial statement analysis and applicable case studies.

    • Division One Student Athlete - Men's Soccer
      • Jul 2012 - May 2016

    • Commissioner - Youth Futsal
      • Sep 2013 - Jan 2015

    • Research Analyst Intern
      • May 2015 - Aug 2015

      Huizenga Capital Management ("HCM") was founded in 1990 and oversees investments in a wide range of asset classes, including private equity, venture capital, hedge funds, public securities, real estate and oil & gas. The Huizenga family has been involved in founding, operating and investing in numerous successful businesses including Waste Management, Blockbuster Video and a wide range of private businesses. The firm was recognized by Institutional Investor as its – “2012 Family Office… Huizenga Capital Management ("HCM") was founded in 1990 and oversees investments in a wide range of asset classes, including private equity, venture capital, hedge funds, public securities, real estate and oil & gas. The Huizenga family has been involved in founding, operating and investing in numerous successful businesses including Waste Management, Blockbuster Video and a wide range of private businesses. The firm was recognized by Institutional Investor as its – “2012 Family Office of the Year”. Mr. Bradley was named as a "Top 30 Family Office Investor" in 2016. Show more Show less

Education

  • Marquette University
    -

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