Angela Palmer in

Angela Palmer

Captain · DISC type DS
Chief Compliance Officer, Investment Advisory and Baird Funds at Robert W. Baird & Co.
📍 Milwaukee, Wisconsin, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

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Experience
29 Years
Current Role
Chief Compliance Officer, Investment Advisory and Baird Funds
Job Level
Leadership
Location
Milwaukee, Wisconsin, United States
Personality Overview

How Angela shows up

Dynamic But Sincere
Decisive But Calm
Output-Driven

They might take some time to make their mind up but once they do, they don't change it easily. They exhibit a rare combination of being result-oriented but patient at the same time. They are very professional in their approach and can weigh multiple perspectives together.

Priorities

Topics Angela cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
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Career

Work history

3-2014
Chief Compliance Officer, Investment Advisory and Baird Funds
Robert W. Baird & Co.
6-2006 - 3-2014
Chief Compliance Officer, RIA US
BMO Financial Group
4-2003 - 5-2006
Director of Compliance for Wasatch Advisors and Chief Compliance Officer for Wasatch Funds, Inc.
Wasatch Advisors
7-1996 - 4-2003
Administration Services Manager
UMB Fund Services
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
1990 - 1994
BBA
Wisconsin School of Business
Social presence
in
Behavioral profile

DISC profile (public)

D

Dominance (D)

Dominance (D) reflects how goal and task oriented a person is, and their ability to accomplish results irrespective of how demanding the circumstances might be. Those scoring high tend to be motivated by winning, competition, and success.

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