Jesus joined Baird in 2021, beginning his career as an intern before transitioning to a full‑time role in 2022 after graduating from the University of Denver with degrees in Finance and Economics. Since joining the team full time, he has continued to deepen his technical knowledge and commitment to the financial advisory profession.
Jesus has successfully passed the Securities Industry Essentials (SIE) exam as well as the Series 7 and Series 66 licensing exams. He has also passed the CFA Level I exam and is currently a candidate for the CFA Level II exam, reflecting his dedication to advanced financial analysis and investment management.
Born and raised in Denver, Colorado, Jesus enjoys remaining active outside the office. He spends his free time playing squash, running, and skiing, and values quieter moments learning through documentaries and spending time with family.
Focus Areas:
- Operations & Business Manager
- Service Model Lead
- New Client Onboarding & Coordinator
- Marketing / Client Events