Courtney Umhoefer
About Courtney Umhoefer
Courtney Umhoefer is a Registered Client Service Associate at Baird Capital in Milwaukee, Wisconsin, where she has worked since 2014. She holds a bachelor's degree from The Ohio State University and has previous experience as a client specialist and bank teller.
Work at Baird Capital
Courtney Umhoefer has been employed at Baird Capital as a Registered Client Service Associate since 2014. In this role, she has accumulated significant experience in client service within the financial sector. Her tenure at Baird Capital spans a decade, during which she has developed a strong understanding of client needs and service delivery.
Previous Experience in Financial Services
Prior to her current role, Courtney worked as a Client Specialist at Baird from 2014 to 2016. This position allowed her to gain valuable insights into client management and support. Additionally, she worked as a Teller at BMO Harris Bank from 2007 to 2009, where she handled various banking transactions and customer inquiries.
Education and Expertise
Courtney Umhoefer studied at The Ohio State University, where she pursued a bachelor's degree from 2009 to 2011. She also attended the University of Wisconsin-Milwaukee from 2006 to 2008. Her educational background provides her with a solid foundation for her career in client services within the financial industry.
High School Education
Courtney completed her high school education at Homestead High School from 2002 to 2006. This four-year program equipped her with essential skills that contributed to her later academic and professional achievements.