Summary
Overview
Work History
Education
Skills
Websites
Timeline
Generic

Kristin Gilmore

Waukesha,Wi

Summary

As a Performance Reporting Analyst at Baird, I leverage my data analytics and financial industry skills to identify, investigate, and resolve performance reporting issues for our private wealth management financial advisors and their clients. I have over five years of experience in this field, spanning different roles and levels of responsibility at Baird. My core competencies include building trusted relationships with internal and external stakeholders, synthesizing and condensing complex information, and implementing effective solutions. I am passionate about delivering excellent client service and enhancing the products and services I support.

Overview

5
5
years of professional experience

Work History

Performance Reporting Analyst

Baird
01.2022 - Current
  • Build and maintain excellent working relationships with advisory teams and outside vendors
  • Utilize financial industry experience to explain and instruct advisory teams on performance calculation methodologies
  • Investigate and diagnose performance reporting platform application issues, collaborating with IT for troubleshooting
  • Synthesize and condense information to explain issues to team members, financial advisors, and vendors
  • Provide workable solutions in a time-efficient manner and test/implement code updates/enhancements.

Performance Reporting Sr. Specialist

Baird
01.2020 - 01.2022
  • Provide excellent client service to advisory teams with performance-related issues
  • Utilize financial industry experience to explain and instruct advisory teams on performance calculation methodologies
  • Work as part of a team to maintain Performance Reporting Platform accuracy and efficiency
  • Provide workable solutions in a time-efficient manner and test/implement code updates/enhancements.

Performance Reporting Specialist

Baird
10.2018 - 01.2020
  • Perform daily, weekly, monthly, and quarterly data maintenance tasks for Performance Reporting platforms
  • Work as part of a team to maintain Performance Reporting Platform accuracy and efficiency
  • Provide workable solutions to field in a time-efficient manner.

Personal Banker

Citizens Bank - Wi
10.2018 - 01.2020
  • Support and coordinate frontline tasks and projects among tellers
  • Perform customer and account due diligence
  • Efficiently and accurately enter data for new customer CIFs (profiles) while maintaining discretion
  • Process wire transfers, stop payments, and changes of address.

Bank Teller

Waukesha State Bank
10.2018 - 01.2020
  • Resolve customer concerns professionally and work effectively with a team
  • Performed cash handling duties including counting currency, coins and checks.
  • Identified and reported suspicious behavior to security personnel as appropriate.

Education

Bachelor of Arts - History

University of Wisconsin - Madison
05-2016

Skills

  • Data Research and Validation
  • Process Improvements
  • Microsoft Office
  • Data Analysis
  • Vendor relations
  • Issue Identification
  • Documentation and Reporting
  • Risk Mitigation
  • Report Preparation
  • SQL and Databases
  • Business Operations Analysis
  • Team Collaboration and Leadership
  • Continuous Improvement

Timeline

Performance Reporting Analyst

Baird
01.2022 - Current

Performance Reporting Sr. Specialist

Baird
01.2020 - 01.2022

Performance Reporting Specialist

Baird
10.2018 - 01.2020

Personal Banker

Citizens Bank - Wi
10.2018 - 01.2020

Bank Teller

Waukesha State Bank
10.2018 - 01.2020

Bachelor of Arts - History

University of Wisconsin - Madison
Kristin Gilmore