Ivy Funds Distributor, Inc.
Industry: Company
DescriptionHeadquarters: Overland Park, KS Parent organizations: Waddell & Reed, IVY INVESTMENT MANAGEMENT CO
Ivy Funds Distributor, Inc. List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Ivy Funds Distributor, Inc.. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Ivy Funds Distributor, Inc. Salaries. You can even request information on how much does Ivy Funds Distributor, Inc. pay if you want to. Learn about salaries, pros and cons of working for Ivy Funds Distributor, Inc. directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
30 Ivy Funds Distributor, Inc. employees in database. Find out everything there's to know about Ivy Funds Distributor, Inc. employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Ivy Funds Distributor, Inc. Employees
DST Systems August 2013 - Present
ALS Association - Mid-America Chapter August 2010 - Present
Ivy Funds Distributor, Inc. May 2013 - August 2013
RTS Financial June 2011 - May 2013
Scout Investment Advisors May 2010 - June 2011
Madison Capital Management February 2008 - May 2010
Madison Capital Management August 2004 - February 2008
Madison Capital Management February 2004 - August 2004
Skills
Investments, Mutual Funds, Portfolio Management, Business Development, Banking, Investment Advisory, Wealth Management, Asset Management, Securities, Alternative Investments, Financial Analysis, Retirement, 401k, Retirement Planning, Strategic Financial..., IRA's, 401k Rollovers, Equities, Predictive Analytics, Persistency, Defined Contribution, Personal Financial..., Financial Markets, Financial Planning, Retirement Plans, General Securities..., Securities License, Zephyr, Wealth Preservation..., College Savings Plans, Lipper, Financial Modeling
Education
University of Kansas 1997 — 2002
BGS, Communication Studies
Ivy Funds Distributor, Inc. January 2013 - Present
Ivy Funds Distributor, Inc. January 2012 - December 2012
Ivy Funds Distributor, Inc. 2004 - January 2012
Raymond James Financial 1999 - 2004
Skills
Asset Allocation, Wealth Management, Asset Management, Retirement, Fixed Annuities, Investment Advisory, Portfolio Management, Securities, Strategic Financial..., Financial Services, Series 6, Investment Strategies, Series 24, Alternative Investments, Investments, Mutual Funds, Marketing, Account Management, Series 7, Sales Management, Series 63, Retirement Planning, 401k, Series 65, ETFs, Financial Advisory, Separately Managed..., Finance, Variable Annuities, Relationship Management, Investment Management, Equities, Fixed Income
Education
University of Missouri-Columbia 1994 — 1999
Lazard Asset Management December 2014 - Present
Ivy Funds Distributor, Inc. August 2011 - December 2014
Ivy Funds Distributor, Inc. August 2009 - August 2011
Royal Alliance Financial Services January 2008 - August 2009
Warren Financial Group, Inc. January 2008 - August 2009
Skills
Series 7, Relationship Management, Asset Managment, Mutual Funds, Series 63, Wealth Management, Negotiation, Retirement Planning, Financial Services, Portfolio Management, Strategic Financial..., Marketing, Estate Planning, Microsoft Office, Asset Allocation, Asset Management
Education
University of Missouri-Kansas City School of Law 2003 — 2006
Juris Doctorate, Estate Planning, Corporate Tax
University of Central Missouri 1998 — 2002
BS, Business Administration, Management and Operations
Ivy Funds Distributor, Inc. February 2007 - Present
Skills
Retirement, Series 63, Retirement Planning, Asset Allocation, Fixed Annuities, 401k, Wealth Management, Series 7, Investments, Investment Advisory, Alternative Investments, Mutual Funds, Separately Managed...
Education
Kansas State University
Ivy Funds January 2015 - Present
Ivy Funds Distributor, Inc. February 2008 - January 2014
ADP Retirement Services April 1998 - January 2008
Skills
Mutual Funds, 401k, Series 7, Series 63, Retirement, New Business Development, Series 6, Retirement Plan..., Consultative Sales..., Retirement Planning, Series 65, Investment Advisory, Series 24, Alternative Investments
Education
The University of Kansas 1993 — 1997
Bachelor of Science, Business
Ivy Funds Distributor, Inc. January 2014 - Present
Ivy Funds Distributor, Inc. December 2009 - December 2013
Waddell & Reed May 2007 - December 2009
Education
University of Kansas 2002 — 2006
Bachelor of Business Administration, Finance
Ivy Funds Distributor, Inc. December 2014 - Present
Ivy Funds Distributor, Inc. July 2010 - December 2014
State Farm Insurance April 2008 - June 2010
NovaStar Financial, Inc. 2002 - 2007
Skills
Mutual Funds, Series 7, Series 63, Retirement Planning, Investments, Asset Allocation, Wealth Management, Sales, 401k, Series 6
Education
Northwest Missouri State University 1994 — 1998
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
Ivy Funds Distributor, Inc. May 2014 - Present
Ivy Funds Distributor, Inc. January 2011 - May 2014
American Century Investments February 2004 - December 2010
A.G. Edwards & Sons, Inc.(a predecessor firm of Wells Fargo Advisors, LLC) April 2000 - February 2004
Education
Rockhurst University 2006 — 2008
Master of Business Administration (M.B.A.)
University of Nebraska-Lincoln 1999 — 2003
Bachelor of Science (B.S.), Finance and Financial Management Services
Matthews Asia August 2015 - Present
Waddell & Reed Investment Management Company April 2013 - June 2015
Jody Phillips Dance Company August 2005 - June 2015
Ivy Funds Distributor, Inc. July 2010 - April 2013
Waddell & Reed Services Company June 2008 - June 2010
John Deere May 2005 - August 2005
Skills
Investments, Mutual Funds, Customer Service, Series 63, Retirement Planning, Maintaining Strong..., Marketing, Sales, Strategy, Series 7, Finance, Series 6, Analysis, Asset Allocation, 401k, Portfolio Management, CRM, Series 65, Management, RFP, RFP Generation, Business Development
Education
University of Kansas 2001 — 2006
Bachelor of Science (B.S.), Finance, General
University of Kansas 2001 — 2006
Bachelor of Arts (B.A.), Spanish Language and Literature
University of Kansas 2001 — 2006
Bachelor of Science (B.S.), Marketing
Kaplan Schweser CFA prep course
Kaplan Schweser Coursework
Ivy Funds Distributor, Inc. January 2011 - Present
Ivy Funds February 2008 - December 2010
OppenheimerFunds February 2003 - April 2005
Skills
Series 7, Separately Managed..., Series 65, Series 63, Mutual Funds, Series 6, Alternative Investments, Closed-end Funds, Investment Advisory, Asset Allocation, 401k
Education
University of Scranton 1997 — 2001
Bachelor of Science (B.S.), Finance, General
Cavanal Hill Investment Management November 2013 - Present
Ivy Funds Distributor, Inc. January 2012 - October 2013
Waddell & Reed September 2009 - January 2012
Waddell & Reed August 2007 - September 2009
Skills
Mutual Fund Wholesaling, Customer Service, Leadership, Account Management, Insurance, Management, Marketing
Education
University of Kansas
Bachelor of Science in Education, Major: Sports Science Minor: Business
Washburn University
Ivy Funds Distributor, Inc. July 2006 - Present
American Century March 1992 - June 2006
Education
Truman State University 1987 — 1992
BA
Blue Springs High School
Rockhurst University
MBA
Montage Investments April 2013 - Present
Montage Investments August 2011 - April 2013
Ivy Funds May 2008 - July 2011
Ivy Funds Distributor, Inc. November 2004 - May 2008
The University of Kansas 2000 - 2002
Skills
Series 7, Series 63, Series 65, Series 6, Investments, Alternative Investments, Separately Managed..., Mutual Funds, Closed-end Funds, Asset Allocation, Public Speaking, Hedge Funds, Salesforce.com, Retirement Planning, ETFs, Financial Advisory
Education
Avila University 2003 — 2006
MBA, General Management
The University of Kansas 1998 — 2002
Rockhurst High School 1994 — 1998
Ivy Funds Distributor, Inc. March 2015 - Present
Ivy Funds Distributor, Inc. October 2010 - Present
ALPS, A DST Company December 2005 - July 2010
Putnam Investments December 1999 - May 2001
Skills
Account Management, Series 7, Mutual Funds, Investments, Asset Allocation, Series 63, Asset Management, Wealth Management, Retirement Planning, Alternative Investments, Financial Services, 401k, Series 6, Equities, Retirement, Portfolio Management
Education
University of Colorado at Boulder 1994 — 1998
Scout Investments March 2014 - Present
Ivy Funds Distributor, Inc. September 2008 - March 2014
Skills
Series 63, Mutual Funds, Series 7, Asset Allocation, 401k, Wealth Management, Alternative Investments, Retirement, Investments, Investment Advisory, Asset Management, Series 6, Series 65, Retirement Planning, Fixed Annuities, Mutual Fund Wholesaling, Separately Managed..., Uniform Combined State..., Series 24
Education
Missouri State University 1994 — 1999
Bachelor of Science (BS), Business/Commerce, General
Ivy Funds Distributor, Inc. May 2006 - Present
Dreyfus May 1999 - May 2002
Royce & Associates May 1995 - April 1999
Paine Webber November 1983 - May 1995
Sutro & Company August 1982 - September 1983
Education
Dartmouth College 1978 — 1982
BA, Economics
St. Ignatius College Prep 1974 — 1978
Rock Creek Technologies, LLC May 2012 - Present
Ivy Funds Distributor, Inc. January 2011 - June 2012
Ivy Funds Distributor, Inc. October 2008 - September 2011
Ivy Funds Distributor, Inc. July 2007 - October 2008
Wadell and Reed May 2006 - June 2007
Education
Baker University 2003 — 2006
Ivy Funds Distributor, Inc. December 2009 - Present
Ivy Funds Distributor, Inc. February 2005 - November 2009
Waddell & Reed February 2001 - August 2003
Waddell & Reed January 2000 - January 2001
Kansas City Magic & Comedy January 1990 - 1999
Skills
Series 7, Relationship Management, Mutual Funds, Series 63, Strategic Planning, Strategic Partnerships
Education
Avila University 1999 — 2004
BS, BA, Finance
Ivy Funds Distributor, Inc. September 2007 - Present
Education
University of Maryland College Park
Ivy Funds Distributor, Inc. June 2011 - Present
Pioneer Investments January 2001 - June 2011
Pioneer Investments December 2000 - June 2001
Pioneer Investments June 2000 - December 2000
Pioneer Investments October 1998 - June 2000
Dreyfus January 1998 - August 1998
Education
Chaminade High School 1990 — 1994
Penn State University