Ivy Funds
Industry: Asset management company
DescriptionWaddell & Reed Financial, Inc. is an American asset management and financial planning company founded in 1937. It has been a publicly traded company since 1998, and has its headquarters in Overland Park, Kansas. Headquarters: Shawnee Mission, KS CEO: Philip J. Sanders (Aug 1, 2016–) CFO: Mr. Benjamin R. Clouse Subsidiaries: IVY INVESTMENT MANAGEMENT CO,
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Ivy Funds Employees
Employee
Years
Job
Industry
Justin Brink Justin Brink's Ivy Funds Experience January 2012 - January 2015
Job DCIO Sales Specialist American Century Investments
Industry Financial Services
Experience
American Century Investments February 2015 - Present
Ivy Funds January 2012 - January 2015
Education
University of Iowa 2000 — 2004
Bachelor of Arts (B.A.), Communication, General
American Century Investments February 2015 - Present
Ivy Funds January 2012 - January 2015
Education
University of Iowa 2000 — 2004
Bachelor of Arts (B.A.), Communication, General
Brett Benjamin's Ivy Funds Experience January 2015 - Present
Job Associate Client Portfolio Strategist at Ivy Funds
Industry Investment Management
Experience
Ivy Funds January 2015 - Present
Ivy Funds May 2011 - December 2014
J.P. Morgan Asset Management July 2008 - September 2010
Altair Advisers LLC September 2007 - May 2008
Northern Trust Global Investments April 2005 - August 2007
Skills
Series 7, Fixed Income, Investment Management, Portfolio Management, Investments, Asset Managment, Hedge Funds, Mutual Funds, Wealth Management, Financial Analysis, Private Equity, Investment Strategies, Financial Services, Securities
Education
Tulane University - A.B. Freeman School of Business 1999 — 2003
Bachelor of Science (B.S.), Finance
The Pembroke Hill School 1986 — 1999
Ivy Funds January 2015 - Present
Ivy Funds May 2011 - December 2014
J.P. Morgan Asset Management July 2008 - September 2010
Altair Advisers LLC September 2007 - May 2008
Northern Trust Global Investments April 2005 - August 2007
Skills
Series 7, Fixed Income, Investment Management, Portfolio Management, Investments, Asset Managment, Hedge Funds, Mutual Funds, Wealth Management, Financial Analysis, Private Equity, Investment Strategies, Financial Services, Securities
Education
Tulane University - A.B. Freeman School of Business 1999 — 2003
Bachelor of Science (B.S.), Finance
The Pembroke Hill School 1986 — 1999
Mark C. Tribuna Mark C. Tribuna's Ivy Funds Experience 1987 - 1989
Job Senior Vice President at Guardian Mortgage Company, Inc.
Industry Financial Services
Experience
Guardian Mortgage Company, Inc. December 2013 - Present
Venta Financial Group, Inc. April 2012 - December 2013
Venta Financial Group, Inc. January 2012 - March 2012
Ace Risk Evaluations, Inc. February 2009 - September 2011
Global Recruiters of Manchester January 2008 - January 2009
Nation One Mortgage Company, Inc. February 1991 - December 2007
Ivy Funds 1987 - 1989
Skills
Start-ups, Risk Management, Efficiency Improvement, Due Diligence, Strategic Planning, New Business Development, Financial Management, Sales Management, Marketing Strategy, Mortgage Lending, Management, Leadership, Finance, Executive Management, Business Development, Entrepreneurship, Managerial Finance, Hedge Funds, Loans, Performance Improvement, Contract Negotiation, Portfolio Management, Investments, Banking, Mortgage Banking
Education
Saint Anselm College 1982 — 1986
B.S., Computer Science with Business Emphasis
Guardian Mortgage Company, Inc. December 2013 - Present
Venta Financial Group, Inc. April 2012 - December 2013
Venta Financial Group, Inc. January 2012 - March 2012
Ace Risk Evaluations, Inc. February 2009 - September 2011
Global Recruiters of Manchester January 2008 - January 2009
Nation One Mortgage Company, Inc. February 1991 - December 2007
Ivy Funds 1987 - 1989
Skills
Start-ups, Risk Management, Efficiency Improvement, Due Diligence, Strategic Planning, New Business Development, Financial Management, Sales Management, Marketing Strategy, Mortgage Lending, Management, Leadership, Finance, Executive Management, Business Development, Entrepreneurship, Managerial Finance, Hedge Funds, Loans, Performance Improvement, Contract Negotiation, Portfolio Management, Investments, Banking, Mortgage Banking
Education
Saint Anselm College 1982 — 1986
B.S., Computer Science with Business Emphasis
Jacob Armstrong, MBA Jacob Armstrong, MBA's Ivy Funds Experience January 2013 - Present
Job Vice President Institutional Insurance & Subadvisory Business at Waddell & Reed, Ivy Funds
Industry Investment Management
Experience
Waddell & Reed January 2013 - Present
Ivy Funds January 2013 - Present
J.P. Morgan Asset Management 2003 - 2013
J.P. Morgan Asset Management 2003 - 2006
Franklin Templeton Investments 2000 - 2003
Education
Northwestern University - Kellogg School of Management
Master of Business Administration (MBA), Economics, Finance, and Management Strategy
California State University-Sacramento
Bachelor's Degree, Finance
Waddell & Reed January 2013 - Present
Ivy Funds January 2013 - Present
J.P. Morgan Asset Management 2003 - 2013
J.P. Morgan Asset Management 2003 - 2006
Franklin Templeton Investments 2000 - 2003
Education
Northwestern University - Kellogg School of Management
Master of Business Administration (MBA), Economics, Finance, and Management Strategy
California State University-Sacramento
Bachelor's Degree, Finance
Audrey Hall Audrey Hall's Ivy Funds Experience September 2014 - January 2015
Job Tax Accountant at Waddell & Reed
Industry Accounting
Experience
Waddell & Reed January 2015 - Present
Ivy Funds September 2014 - January 2015
BKD CPAs & Advisors June 2014 - August 2014
Jane Kieffer, CPA February 2014 - June 2014
Harvey & Caldwell, PA February 2013 - February 2014
Redrock Canyon Grill May 2009 - August 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Photoshop, Public Speaking, Budgets, Strategic Planning, Time Management, Data Entry
Education
Rockhurst University 2011 — 2015
Bachelor's Degree, Accounting, Senior
Waddell & Reed January 2015 - Present
Ivy Funds September 2014 - January 2015
BKD CPAs & Advisors June 2014 - August 2014
Jane Kieffer, CPA February 2014 - June 2014
Harvey & Caldwell, PA February 2013 - February 2014
Redrock Canyon Grill May 2009 - August 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Photoshop, Public Speaking, Budgets, Strategic Planning, Time Management, Data Entry
Education
Rockhurst University 2011 — 2015
Bachelor's Degree, Accounting, Senior
Alan Hazard Alan Hazard's Ivy Funds Experience July 2013 - Present
Job Financial Advisor at CCF INVESTMENTS
Industry Financial Services
Experience
Jackson National Asset Management, LLC August 2013 - Present
Lincoln Financial Group August 2013 - Present
Dave Ramsey August 2013 - Present
Ivy Funds July 2013 - Present
Transamerica March 2007 - Present
MetLife February 2007 - Present
CCF INVESTMENTS May 2006 - Present
ING Investment Management August 2004 - Present
American Funds January 2003 - Present
Pioneer Global Funds February 1994 - Present
Skills
Retirement Planning, FINANICAL EDUCATION, Social Security Law, Variable Annuities, Life Insurance, Indexed Annuities, Mortgage Lending, Medicare, Qualified Retirement..., RETIREMENT DISTRIBUTION, Fixed Annuities, Mutual Funds, Investments, Finance, Financial Services, Insurance, Financial Analysis, Retirement, Financial Planning, Financial Advisory, Wealth Management
Education
California State University-San Bernardino
Criminal Justice and Corrections
Liberty University
NONE, Business/Commerce, General
Jackson National Asset Management, LLC August 2013 - Present
Lincoln Financial Group August 2013 - Present
Dave Ramsey August 2013 - Present
Ivy Funds July 2013 - Present
Transamerica March 2007 - Present
MetLife February 2007 - Present
CCF INVESTMENTS May 2006 - Present
ING Investment Management August 2004 - Present
American Funds January 2003 - Present
Pioneer Global Funds February 1994 - Present
Skills
Retirement Planning, FINANICAL EDUCATION, Social Security Law, Variable Annuities, Life Insurance, Indexed Annuities, Mortgage Lending, Medicare, Qualified Retirement..., RETIREMENT DISTRIBUTION, Fixed Annuities, Mutual Funds, Investments, Finance, Financial Services, Insurance, Financial Analysis, Retirement, Financial Planning, Financial Advisory, Wealth Management
Education
California State University-San Bernardino
Criminal Justice and Corrections
Liberty University
NONE, Business/Commerce, General
Derek Thieme Derek Thieme's Ivy Funds Experience 2000 - 2003
Job Controller at Eagle Asset Management
Industry Investment Management
Experience
Raymond James Financial Inc. August 2012 - Present
Eagle Asset Management August 2012 - Present
Eagle Asset Management February 2004 - August 2012
PwC 2003 - 2004
Ivy Funds 2000 - 2003
Franklin Templeton Investments 1994 - 2000
Skills
Highly Analytical, Managerial Experience, Attention To Detail, Budgets, Management, Forecasting, Auditing, Analytical Skills, Accounting, Financial Audits, Financial Modeling, Variance Analysis, Investments, Mutual Funds
Education
University of Miami - School of Business 1998 — 1999
Master of Business Administration, International Finance
University of Wisconsin-Eau Claire 1989 — 1994
Bachelor of Business Administration, Accounting & Finance
Raymond James Financial Inc. August 2012 - Present
Eagle Asset Management August 2012 - Present
Eagle Asset Management February 2004 - August 2012
PwC 2003 - 2004
Ivy Funds 2000 - 2003
Franklin Templeton Investments 1994 - 2000
Skills
Highly Analytical, Managerial Experience, Attention To Detail, Budgets, Management, Forecasting, Auditing, Analytical Skills, Accounting, Financial Audits, Financial Modeling, Variance Analysis, Investments, Mutual Funds
Education
University of Miami - School of Business 1998 — 1999
Master of Business Administration, International Finance
University of Wisconsin-Eau Claire 1989 — 1994
Bachelor of Business Administration, Accounting & Finance
Angela Achatz's Ivy Funds Experience January 2015 - Present
Job VP Head of DCIO at Ivy Funds Distributor, Inc.
Industry Investment Management
Experience
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 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
Brad Ross Brad Ross's Ivy Funds Experience April 2003 - June 2012
Job President, Highland Capital Funds Distributor at Highland Capital Management
Industry Investment Management
Experience
Highland Capital Management June 2012 - Present
Ivy Funds April 2003 - June 2012
ING Funds January 1999 - April 2003
Van Kampen Investments 1993 - 1997
Alliance Capital Management 1990 - 1993
EF Hutton 1987 - 1991
EF Hutton 1987 - 1991
EF Hutton 1987 - 1991
Skills
Series 7, Series 63, Mutual Funds, ETFs, Alternative Investments, Asset Managment, Asset Allocation, Investments, Securities, Retirement Planning, Wealth Management, Hedge Funds
Education
University of Denver 1981 — 1982
Bachelor's degree, Political Science and Government
University of Nebraska-Lincoln 1978 — 1981
Highland Capital Management June 2012 - Present
Ivy Funds April 2003 - June 2012
ING Funds January 1999 - April 2003
Van Kampen Investments 1993 - 1997
Alliance Capital Management 1990 - 1993
EF Hutton 1987 - 1991
EF Hutton 1987 - 1991
EF Hutton 1987 - 1991
Skills
Series 7, Series 63, Mutual Funds, ETFs, Alternative Investments, Asset Managment, Asset Allocation, Investments, Securities, Retirement Planning, Wealth Management, Hedge Funds
Education
University of Denver 1981 — 1982
Bachelor's degree, Political Science and Government
University of Nebraska-Lincoln 1978 — 1981
Sariann Monaco Sariann Monaco's Ivy Funds Experience October 1998 - January 2002
Job Producer, Director at Heartland Films
Industry Entertainment
Experience
Heartland Films 2013 - Present
Vox, Inc. 2010 - Present
Pioneer Press, Sun Times Media August 2011 - December 2011
2010, 2011 January 2010 - August 2011
Furry Poppins Pet Nanny June 2006 - July 2011
The Charlotte Observer News 2006 - 2009
Parkland Life Magazine August 2004 - September 2005
Dr. Toby Richman January 2002 - August 2003
Ivy Funds October 1998 - January 2002
Dr. Christopher Virtue September 1991 - June 1999
Skills
Public Speaking, Negotiation, Research, Writing, Customer Relations, Editing, Customer Service, Creative Writing, Photography, Interviews, Storytelling, Entrepreneurship, Marketing, Social Media, Newspapers, Budgets, Voice Over, Sales, Voice Acting, Acting
Education
Broward College 1983 — 1985
................
San Diego Mesa College
Heartland Films 2013 - Present
Vox, Inc. 2010 - Present
Pioneer Press, Sun Times Media August 2011 - December 2011
2010, 2011 January 2010 - August 2011
Furry Poppins Pet Nanny June 2006 - July 2011
The Charlotte Observer News 2006 - 2009
Parkland Life Magazine August 2004 - September 2005
Dr. Toby Richman January 2002 - August 2003
Ivy Funds October 1998 - January 2002
Dr. Christopher Virtue September 1991 - June 1999
Skills
Public Speaking, Negotiation, Research, Writing, Customer Relations, Editing, Customer Service, Creative Writing, Photography, Interviews, Storytelling, Entrepreneurship, Marketing, Social Media, Newspapers, Budgets, Voice Over, Sales, Voice Acting, Acting
Education
Broward College 1983 — 1985
................
San Diego Mesa College
Erik Babbitt, CFS® Erik Babbitt, CFS®'s Ivy Funds Experience January 2006 - December 2008
Job Regional Vice President at Jackson National Life Distributors LLC
Industry Financial Services
Experience
Jackson National Life Distributors LLC March 2013 - Present
National Planning Corporation (NPC) June 2011 - February 2013
Curian Capital June 2009 - May 2011
Ivy Funds January 2006 - December 2008
Skills
Series 7, Mutual Funds, Fixed Annuities, Wealth Management, Asset Allocation, Asset Managment, Investments, Series 63, Uniform Combined State..., Portfolio Management, Alternative Investments, Retirement Planning
Education
Colorado State University 1999 — 2003
BS, Finance & Real Estate
Jackson National Life Distributors LLC March 2013 - Present
National Planning Corporation (NPC) June 2011 - February 2013
Curian Capital June 2009 - May 2011
Ivy Funds January 2006 - December 2008
Skills
Series 7, Mutual Funds, Fixed Annuities, Wealth Management, Asset Allocation, Asset Managment, Investments, Series 63, Uniform Combined State..., Portfolio Management, Alternative Investments, Retirement Planning
Education
Colorado State University 1999 — 2003
BS, Finance & Real Estate
Brian Mackin's Ivy Funds Experience September 2005 - December 2011
Job VP Senior Regional Director at Voya Investment Management
Industry Financial Services
Experience
Voya Investment Management November 2013 - Present
Cole Real Estate Investments January 2012 - October 2013
Ivy Funds September 2005 - December 2011
Education
Florida State University 1994 — 1998
Bachelor of Science (BS), Marketing
Voya Investment Management November 2013 - Present
Cole Real Estate Investments January 2012 - October 2013
Ivy Funds September 2005 - December 2011
Education
Florida State University 1994 — 1998
Bachelor of Science (BS), Marketing
Jason Hoover's Ivy Funds Experience May 2012 - January 2013
Job Internal Wholesaler at Realty Capital Securities
Industry Financial Services
Experience
Realty Capital Securities June 2013 - Present
Ivy Funds May 2012 - January 2013
Northwestern Mutual May 2011 - December 2011
Skills
Mutual Funds, Investments, Series 7, Portfolio Management, Series 63
Education
Kansas State University 2009 — 2013
Bachelor's degree, Economics
Realty Capital Securities June 2013 - Present
Ivy Funds May 2012 - January 2013
Northwestern Mutual May 2011 - December 2011
Skills
Mutual Funds, Investments, Series 7, Portfolio Management, Series 63
Education
Kansas State University 2009 — 2013
Bachelor's degree, Economics
Bart Farrell Bart Farrell's Ivy Funds Experience February 2008 - December 2010
Job Regional Vice President at Ivy Funds Distributor, Inc.
Industry Financial Services
Experience
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
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
Terek Wilson, MBA's Ivy Funds Experience March 2015 - July 2015
Job Financial Sales Education Consultant at Allstate Financial Services, LLC
Industry Financial Services
Experience
Allstate Financial Services, LLC August 2015 - Present
Ivy Funds March 2015 - July 2015
Mariner Wealth Advisors February 2014 - February 2015
Summit Pointe Financial Group August 2010 - February 2014
HighPointe Financial Group February 2009 - June 2010
Chrysler Financial 2006 - 2008
Skills
Series 65, Series 6, Series 63, Life & Health Insurance..., Series 7
Education
Pittsburg State University 2008 — 2008
MBA, Masters
Pittsburg State University 1999 — 2003
CIS, Finance
Liberal High School 1995 — 1999
High School Diploma
Beaver, OK
Allstate Financial Services, LLC August 2015 - Present
Ivy Funds March 2015 - July 2015
Mariner Wealth Advisors February 2014 - February 2015
Summit Pointe Financial Group August 2010 - February 2014
HighPointe Financial Group February 2009 - June 2010
Chrysler Financial 2006 - 2008
Skills
Series 65, Series 6, Series 63, Life & Health Insurance..., Series 7
Education
Pittsburg State University 2008 — 2008
MBA, Masters
Pittsburg State University 1999 — 2003
CIS, Finance
Liberal High School 1995 — 1999
High School Diploma
Beaver, OK
Tom Briggs's Ivy Funds Experience November 2004 - November 2005
Job Regional Vice President at Transamerica Retirement Solutions
Industry Financial Services
Experience
Transamerica Retirement Solutions November 2005 - Present
Ivy Funds November 2004 - November 2005
UBS December 2001 - December 2003
PLANCO 2002 - 2003
INVESCO 1997 - 2002
Skills
Mutual Funds, 401k, Fixed Annuities, Financial Services, Finance, Variable Annuities, Financial Planners, Series 63, Series 7, Retirement Planning, Retirement, Investments, Series 6, Wealth Management, Asset Allocation, Alternative Investments, Strategic Financial..., Investment Advisory, Insurance, Asset Management
Education
University of Colorado Boulder - Leeds School of Business 1993 — 1997
BS, Finance
Smoky Hill High School 1989 — 1993
willow creek elementary
Transamerica Retirement Solutions November 2005 - Present
Ivy Funds November 2004 - November 2005
UBS December 2001 - December 2003
PLANCO 2002 - 2003
INVESCO 1997 - 2002
Skills
Mutual Funds, 401k, Fixed Annuities, Financial Services, Finance, Variable Annuities, Financial Planners, Series 63, Series 7, Retirement Planning, Retirement, Investments, Series 6, Wealth Management, Asset Allocation, Alternative Investments, Strategic Financial..., Investment Advisory, Insurance, Asset Management
Education
University of Colorado Boulder - Leeds School of Business 1993 — 1997
BS, Finance
Smoky Hill High School 1989 — 1993
willow creek elementary
Theresa (Schnetz) Shuping, CFP®, CIMA® Theresa (Schnetz) Shuping, CFP®, CIMA®'s Ivy Funds Experience September 2007 - December 2008
Job Wealth Management Specialist at Merrill Lynch
Industry Investment Management
Experience
Merrill Lynch March 2010 - Present
Blaylock Robert Van, LLC July 2009 - March 2010
Thought to Action March 2009 - June 2009
Ivy Funds September 2007 - December 2008
Principal Funds January 2007 - September 2007
WM Group of Funds May 2004 - December 2006
WM Financial Services 1996 - 2004
ASB Financial Services 1996 - 1997
First Interstate Investments 1994 - 1996
James Mitchell and Co. 1989 - 1994
Education
College for Financial Planning 1986 — 1989
CFP
University of Illinois at Urbana-Champaign - College of Business 1981 — 1985
Palatine High School
Merrill Lynch March 2010 - Present
Blaylock Robert Van, LLC July 2009 - March 2010
Thought to Action March 2009 - June 2009
Ivy Funds September 2007 - December 2008
Principal Funds January 2007 - September 2007
WM Group of Funds May 2004 - December 2006
WM Financial Services 1996 - 2004
ASB Financial Services 1996 - 1997
First Interstate Investments 1994 - 1996
James Mitchell and Co. 1989 - 1994
Education
College for Financial Planning 1986 — 1989
CFP
University of Illinois at Urbana-Champaign - College of Business 1981 — 1985
Palatine High School
Garrett Wiegele's Ivy Funds Experience May 2011 - May 2012
Job Quant Associate at Green Street Advisors
Industry Financial Services
Experience
Green Street Advisors January 2015 - Present
Drobny Capital June 2014 - September 2014
Willbros Engineers, LLC April 2013 - September 2013
Litaga Enterprises, LLC August 2012 - April 2013
Ivy Funds May 2011 - May 2012
Skills
Financial Analysis, Financial Modeling, Econometrics, Statistics, R, Applied Mathematics, Matlab, Marketing Strategy, Monte Carlo Simulation, Quantitative Finance, Mathematical Analysis, Market Research, Management, CRM, Competitive Analysis, Microsoft Excel, Bloomberg, SQL, Microsoft SQL Server, VBA, Data Analytics
Education
UCLA 2013 — 2014
Master's degree, Financial Engineering
Rockhurst University 2009 — 2012
Bachelor of Arts (B.A.), Economics and Mathematics, Magna Cum Laude
Green Street Advisors January 2015 - Present
Drobny Capital June 2014 - September 2014
Willbros Engineers, LLC April 2013 - September 2013
Litaga Enterprises, LLC August 2012 - April 2013
Ivy Funds May 2011 - May 2012
Skills
Financial Analysis, Financial Modeling, Econometrics, Statistics, R, Applied Mathematics, Matlab, Marketing Strategy, Monte Carlo Simulation, Quantitative Finance, Mathematical Analysis, Market Research, Management, CRM, Competitive Analysis, Microsoft Excel, Bloomberg, SQL, Microsoft SQL Server, VBA, Data Analytics
Education
UCLA 2013 — 2014
Master's degree, Financial Engineering
Rockhurst University 2009 — 2012
Bachelor of Arts (B.A.), Economics and Mathematics, Magna Cum Laude
Vincent Rupp Vincent Rupp's Ivy Funds Experience May 2008 - July 2011
Job Vice President, Strategic Client Group at Montage Investments
Industry Financial Services
Experience
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
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
Susan E Campbell Susan E Campbell's Ivy Funds Experience 1987 - 1991
Job Independent Financial Services Professional
Industry Financial Services
Experience
Word Gardener 1991 - Present
Ivy Funds 1987 - 1991
Skills
Editing, Retirement Planning
Education
Coe College
Bachelor of Arts (B.A.), Psychology and English
Word Gardener 1991 - Present
Ivy Funds 1987 - 1991
Skills
Editing, Retirement Planning
Education
Coe College
Bachelor of Arts (B.A.), Psychology and English
Greg Monaco Greg Monaco's Ivy Funds Experience 1999 - 2002
Job Field Development Specialist at Commonwealth Financial Network
Industry Financial Services
Experience
Commonwealth Financial Network August 2013 - Present
Mid Atlantic Capital Group January 2009 - August 2013
First Allied Securities May 2005 - January 2009
Mutual Service Corporation/Pacific Life July 2003 - May 2005
Medline Industries 2002 - 2003
Ivy Funds 1999 - 2002
State Street August 1998 - October 1999
South Seas Resorts March 1997 - June 1998
Marriott Hotels September 1993 - March 1997
Skills
Series 7, Mutual Funds, Investments, Series 63, 401k, Wealth Management, Retirement Planning, Investment Advisory, Alternative Investments, Retirement, Asset Allocation, Asset Managment, Financial Advisory, Portfolio Management, Strategic Financial..., Recruiting, Asset Management, Drinking Water, Securities, ETFs, Sales, Strategic Planning, Finance, Financial Services, Series 6
Education
Southern New Hampshire University 1989 — 1993
BS, Hotel and Business Management
Saint Dominic High School
Commonwealth Financial Network August 2013 - Present
Mid Atlantic Capital Group January 2009 - August 2013
First Allied Securities May 2005 - January 2009
Mutual Service Corporation/Pacific Life July 2003 - May 2005
Medline Industries 2002 - 2003
Ivy Funds 1999 - 2002
State Street August 1998 - October 1999
South Seas Resorts March 1997 - June 1998
Marriott Hotels September 1993 - March 1997
Skills
Series 7, Mutual Funds, Investments, Series 63, 401k, Wealth Management, Retirement Planning, Investment Advisory, Alternative Investments, Retirement, Asset Allocation, Asset Managment, Financial Advisory, Portfolio Management, Strategic Financial..., Recruiting, Asset Management, Drinking Water, Securities, ETFs, Sales, Strategic Planning, Finance, Financial Services, Series 6
Education
Southern New Hampshire University 1989 — 1993
BS, Hotel and Business Management
Saint Dominic High School
John Martin, CFP® John Martin, CFP®'s Ivy Funds Experience January 2015 - Present
Job Regional Vice President at Ivy Funds
Industry Financial Services
Experience
Ivy Funds January 2015 - Present
Ivy Funds September 2009 - December 2014
U.S. Bank May 2006 - March 2009
State Farm Insurance June 2004 - May 2006
Curian Capital January 2003 - June 2004
Skills
Mutual Fund Wholesaling, Variable and Fixed..., 401(k) sales, Sales Management, Mutual Funds, Sales, Finance
Education
University of Missouri-Columbia 1995 — 1999
Bachelor of Science (BS), Finance and Banking/ Real Estate
Ivy Funds January 2015 - Present
Ivy Funds September 2009 - December 2014
U.S. Bank May 2006 - March 2009
State Farm Insurance June 2004 - May 2006
Curian Capital January 2003 - June 2004
Skills
Mutual Fund Wholesaling, Variable and Fixed..., 401(k) sales, Sales Management, Mutual Funds, Sales, Finance
Education
University of Missouri-Columbia 1995 — 1999
Bachelor of Science (BS), Finance and Banking/ Real Estate
Jayson Rivera Jayson Rivera's Ivy Funds Experience November 2009 - October 2011
Job Managing Director, National Accounts at Virtus Investment Partners
Industry Financial Services
Experience
Virtus Investment Partners April 2012 - Present
Ivy Funds November 2009 - October 2011
Pacific Life August 2008 - November 2009
Morgan Stanley Smith Barney November 2004 - August 2008
UBS Global Asset Management February 2002 - October 2004
Prudential Financial November 2000 - January 2002
Prime Charter, Ltd. June 1999 - October 2000
Skills
Mutual Funds, Series 63, Series 7, Asset Allocation, Asset Management, National Account..., Managed Accounts, Alternative Investments, Series 65, Annuities, Relationship Development, Building Relationships, Managing Accounts, Asset Managment
Education
Cornell University 1995 — 1999
BS, Industrial & Labor Relations
Boston University London Internship Program 1998 — 1998
Finance
Virtus Investment Partners April 2012 - Present
Ivy Funds November 2009 - October 2011
Pacific Life August 2008 - November 2009
Morgan Stanley Smith Barney November 2004 - August 2008
UBS Global Asset Management February 2002 - October 2004
Prudential Financial November 2000 - January 2002
Prime Charter, Ltd. June 1999 - October 2000
Skills
Mutual Funds, Series 63, Series 7, Asset Allocation, Asset Management, National Account..., Managed Accounts, Alternative Investments, Series 65, Annuities, Relationship Development, Building Relationships, Managing Accounts, Asset Managment
Education
Cornell University 1995 — 1999
BS, Industrial & Labor Relations
Boston University London Internship Program 1998 — 1998
Finance
Matt Baldridge Matt Baldridge's Ivy Funds Experience July 2005 - July 2010
Job Regional Investment Consultant at ALPS Fund Services, Inc.
Industry Financial Services
Experience
ALPS Fund Services, Inc. February 2011 - Present
Highland Capital Brokerage January 2011 - February 2011
ING Individual Retirement August 2010 - November 2010
Ivy Funds July 2005 - July 2010
Touchstone Investments March 2002 - July 2005
AXA Distributors, LLC 2000 - 2001
AXA 1998 - 2001
AXA/Equitable Distributors 1998 - 2001
Skills
Retirement Planning, Alternative Investments, Investments, Mutual Funds, Asset Allocation, Financial Advisory, Insurance, Series 6, Wealth Management, Fixed Annuities, Financial Services, ETFs, Series 63, Series 7, 401k, Retirement, Securities
Education
California State University-Fullerton 1994 — 1997
BA, Business Management, Economics
ALPS Fund Services, Inc. February 2011 - Present
Highland Capital Brokerage January 2011 - February 2011
ING Individual Retirement August 2010 - November 2010
Ivy Funds July 2005 - July 2010
Touchstone Investments March 2002 - July 2005
AXA Distributors, LLC 2000 - 2001
AXA 1998 - 2001
AXA/Equitable Distributors 1998 - 2001
Skills
Retirement Planning, Alternative Investments, Investments, Mutual Funds, Asset Allocation, Financial Advisory, Insurance, Series 6, Wealth Management, Fixed Annuities, Financial Services, ETFs, Series 63, Series 7, 401k, Retirement, Securities
Education
California State University-Fullerton 1994 — 1997
BA, Business Management, Economics
Scot Snyder Scot Snyder's Ivy Funds Experience April 2003 - June 2008
Job UX/UI Design Manager, UX/UI Design and Dev, Web/Mobile/eCommerce, HTML5, CSS3, jQuery, JavaScript, Adobe CC
Industry Financial Services
Experience
TouchNet Information Systems, Inc. 2008 - Present
Waddell & Reed April 2003 - June 2008
Ivy Funds April 2003 - June 2008
Waddell & Reed Financial Services 2003 - 2008
scotsnyder.com January 1998 - August 2002
TEKsystems 1998 - 2002
TEKsystems 1998 - 2002
Rockhurst University August 1998 - May 2000
Anderson Communications Group May 1995 - August 1998
Skills
Concept Design, Group Presentations, User Interface Design, User Experience, E-commerce, Illustrator, Social Media, Dreamweaver, Web Design, HTML, Photoshop, Email Marketing, Microsoft Office, InDesign, SEO, Customer Relations, Product Development, Flash, Product Management, Application Development, Marketing Strategy, Visio, Web Development, CSS, Photography, Windows, Adobe Creative Suite, jQuery, Graphic Design, Team Leadership, Wordpress, Adobe Acrobat, Layout, HTML5, W3C, Section 508, WCAG, Multimedia, Mobile, Apps, Customer Service, Web Applications, Illustration, User Interface
Education
Savannah College of Art and Design 1991 — 1996
BFA, Graphic Design
Orange Park High School 1989 — 1991
TouchNet Information Systems, Inc. 2008 - Present
Waddell & Reed April 2003 - June 2008
Ivy Funds April 2003 - June 2008
Waddell & Reed Financial Services 2003 - 2008
scotsnyder.com January 1998 - August 2002
TEKsystems 1998 - 2002
TEKsystems 1998 - 2002
Rockhurst University August 1998 - May 2000
Anderson Communications Group May 1995 - August 1998
Skills
Concept Design, Group Presentations, User Interface Design, User Experience, E-commerce, Illustrator, Social Media, Dreamweaver, Web Design, HTML, Photoshop, Email Marketing, Microsoft Office, InDesign, SEO, Customer Relations, Product Development, Flash, Product Management, Application Development, Marketing Strategy, Visio, Web Development, CSS, Photography, Windows, Adobe Creative Suite, jQuery, Graphic Design, Team Leadership, Wordpress, Adobe Acrobat, Layout, HTML5, W3C, Section 508, WCAG, Multimedia, Mobile, Apps, Customer Service, Web Applications, Illustration, User Interface
Education
Savannah College of Art and Design 1991 — 1996
BFA, Graphic Design
Orange Park High School 1989 — 1991
Gina Goldstein Gina Goldstein's Ivy Funds Experience 1998 - Present
Job Vice President at Waddell & Reed Financial Services
Industry Financial Services
Experience
Waddell & Reed Financial Services October 1998 - Present
Ivy Funds 1998 - Present
Waddell & Reed Financial, Inc. 1998 - Present
Education
Northwest Missouri State University
Waddell & Reed Financial Services October 1998 - Present
Ivy Funds 1998 - Present
Waddell & Reed Financial, Inc. 1998 - Present
Education
Northwest Missouri State University
Kyle Braun's Ivy Funds Experience May 2013 - August 2013
Job Intern Retail Sales Desk at BlackRock
Industry Higher Education
Experience
BlackRock May 2014 - August 2014
Resident Assistant August 2013 - May 2014
Ivy Funds May 2013 - August 2013
Morgan Stanley Smith Barney May 2011 - August 2012
Rockport May 2011 - August 2011
Skills
Portfolio Management, Financial Risk, Mutual Funds, Bloomberg, Investments, Financial Modeling, Equities, Financial Analysis, Valuation, Fixed Income, Asset Management, Economics, Equity Research, Bloomberg Terminal, Corporate Finance, Capital Markets, Derivatives, Investment Banking, Finance, Hedge Funds, Financial Markets
Education
Michigan State University 2011 — 2015
Bachelor of Arts (B.A.), Economics
Birch Run High School 1997 — 2011
BlackRock May 2014 - August 2014
Resident Assistant August 2013 - May 2014
Ivy Funds May 2013 - August 2013
Morgan Stanley Smith Barney May 2011 - August 2012
Rockport May 2011 - August 2011
Skills
Portfolio Management, Financial Risk, Mutual Funds, Bloomberg, Investments, Financial Modeling, Equities, Financial Analysis, Valuation, Fixed Income, Asset Management, Economics, Equity Research, Bloomberg Terminal, Corporate Finance, Capital Markets, Derivatives, Investment Banking, Finance, Hedge Funds, Financial Markets
Education
Michigan State University 2011 — 2015
Bachelor of Arts (B.A.), Economics
Birch Run High School 1997 — 2011
Kathy Richman's Ivy Funds Experience August 2003 - Present
Job VP Director of Sales Development
Industry Financial Services
Experience
Ivy Funds August 2003 - Present
Banc of America Investment Services January 2000 - August 2003
MFS July 1998 - December 2000
Pilgrim America (ING) July 1995 - December 1997
AIG SunAmerica July 1994 - June 1995
American Capital Van Kampen November 1990 - June 1994
Skills
Value-added, Mutual Funds, Negotiation, Contractual, Series 63, Series 7, Asset Allocation, Management, Series 6, Finance, Financial Services, Investments, Wealth Management, Asset Management
Education
Concordia College 1986 — 1990
BA, Business and Communications
Ivy Funds August 2003 - Present
Banc of America Investment Services January 2000 - August 2003
MFS July 1998 - December 2000
Pilgrim America (ING) July 1995 - December 1997
AIG SunAmerica July 1994 - June 1995
American Capital Van Kampen November 1990 - June 1994
Skills
Value-added, Mutual Funds, Negotiation, Contractual, Series 63, Series 7, Asset Allocation, Management, Series 6, Finance, Financial Services, Investments, Wealth Management, Asset Management
Education
Concordia College 1986 — 1990
BA, Business and Communications
Erin Nadler, M.B.A., C.S.M. Erin Nadler, M.B.A., C.S.M.'s Ivy Funds Experience February 2008 - April 2010
Job Scrum Master/Team Lead
Industry Information Technology and Services
Experience
Pinsight Media+ (powered by Sprint) December 2013 - Present
Assurant Employee Benefits July 2011 - December 2013
Lockton Companies April 2010 - July 2011
Ivy Funds February 2008 - April 2010
Skills
Visio, Microsoft Excel, Leadership, Microsoft Word, Quality Center, Project Management, Quality Assurance, Project Planning, Software Documentation, Business Process, SDLC, PowerPoint, Management, Analysis, SharePoint, Agile Methodologies, Testing, Training, Requirements Gathering, Strategy, Team Building, Process Improvement, Business Analysis
Education
University of Missouri-Kansas City 2007 — 2009
Masters, Business Administration: Marketing
Bethany College 2002 — 2006
Bachelors, Accounting; Business Management
Sylvan Unified 1998 — 2002
Pinsight Media+ (powered by Sprint) December 2013 - Present
Assurant Employee Benefits July 2011 - December 2013
Lockton Companies April 2010 - July 2011
Ivy Funds February 2008 - April 2010
Skills
Visio, Microsoft Excel, Leadership, Microsoft Word, Quality Center, Project Management, Quality Assurance, Project Planning, Software Documentation, Business Process, SDLC, PowerPoint, Management, Analysis, SharePoint, Agile Methodologies, Testing, Training, Requirements Gathering, Strategy, Team Building, Process Improvement, Business Analysis
Education
University of Missouri-Kansas City 2007 — 2009
Masters, Business Administration: Marketing
Bethany College 2002 — 2006
Bachelors, Accounting; Business Management
Sylvan Unified 1998 — 2002
Leighton Peters's Ivy Funds Experience May 2015 - Present
Job Internal Wholesale Desk Intern at Ivy Funds
Industry Mechanical or Industrial Engineering
Experience
Ivy Funds May 2015 - Present
Education
University of Notre Dame 2012 — 2016
Bachelor of Science (B.S.), Mechanical Engineering
The Pembroke Hill School 2009 — 2012
High School
Ivy Funds May 2015 - Present
Education
University of Notre Dame 2012 — 2016
Bachelor of Science (B.S.), Mechanical Engineering
The Pembroke Hill School 2009 — 2012
High School
Ronald Boyd II Ronald Boyd II's Ivy Funds Experience 2000 - 2003
Job Business Development at Visikard
Industry Information Services
Experience
Visikard September 2012 - Present
MYASSIST/NOEL GROUP April 2011 - September 2012
Avaya 2010 - April 2011
MIDWEST FUTURES 2009 - 2010
JOHN W. HENRY & CO, Inc. 2003 - 2008
IVY FUNDS 2000 - 2003
Invesco Aim 1995 - 2000
Skills
Financial Services, Relationship Management, Telematics, Mutual Funds, Investments, Portfolio Management, New Business Development, Asset Managment, Series 7, Start-ups, Venture Capital, Team Leadership, Project Management, Private Equity, Strategic Planning, Insurance, Account Management, Negotiation, Strategic Financial..., Mergers, series 66, Series 3, Series 30, Life & Health Insurance..., Life health variable..., Mortgage licenses, Business Development, Mobile Devices, Product Management
Education
University of Houston 1990 — 1995
BBA, FINANCE, ECONOMICS
Visikard September 2012 - Present
MYASSIST/NOEL GROUP April 2011 - September 2012
Avaya 2010 - April 2011
MIDWEST FUTURES 2009 - 2010
JOHN W. HENRY & CO, Inc. 2003 - 2008
IVY FUNDS 2000 - 2003
Invesco Aim 1995 - 2000
Skills
Financial Services, Relationship Management, Telematics, Mutual Funds, Investments, Portfolio Management, New Business Development, Asset Managment, Series 7, Start-ups, Venture Capital, Team Leadership, Project Management, Private Equity, Strategic Planning, Insurance, Account Management, Negotiation, Strategic Financial..., Mergers, series 66, Series 3, Series 30, Life & Health Insurance..., Life health variable..., Mortgage licenses, Business Development, Mobile Devices, Product Management
Education
University of Houston 1990 — 1995
BBA, FINANCE, ECONOMICS
Mike Heffernan's Ivy Funds Experience September 2000 - December 2002
Job Senior Manager at CFGI
Industry Accounting
Experience
CFGI January 2014 - Present
Deloitte February 2012 - November 2013
Tropical Shipping May 2011 - September 2011
Sanford Barrows Group January 2010 - April 2011
LNR Property Corporation July 2007 - May 2009
PricewaterhouseCoopers January 2003 - July 2007
Ivy Funds September 2000 - December 2002
PricewaterhouseCoopers September 1992 - April 2000
Skills
Team Building, Contract Negotiation, Financial Analysis, Financial Reporting, SEC filings, Sarbanes-Oxley Act, Internal Controls, Due Diligence, Accounting, GAAP, US GAAP, Mergers, Financial Modeling, Auditing, Forecasting, Consolidation, CPA, Management, Revenue Recognition, IFRS, Mergers & Acquisitions, Process Improvement, Cash Management, Sarbanes-Oxley, Managerial Finance, Tax, Financial Accounting, Financial Audits, Assurance, Internal Audit, External Audit, Cash Flow Forecasting, Corporate Finance, Variance Analysis, Finance, Cash Flow, Restructuring, Acquisition Integration, Enterprise Risk..., Valuation, Business Valuation, Private Equity, Strategic Financial..., Big 4, IPO, Financial Statements, Treasury, Working Capital..., Treasury Management, Divestitures
Education
Boston University - School of Management 1988 — 1992
BS/BA, Business Administration, Accounting
CFGI January 2014 - Present
Deloitte February 2012 - November 2013
Tropical Shipping May 2011 - September 2011
Sanford Barrows Group January 2010 - April 2011
LNR Property Corporation July 2007 - May 2009
PricewaterhouseCoopers January 2003 - July 2007
Ivy Funds September 2000 - December 2002
PricewaterhouseCoopers September 1992 - April 2000
Skills
Team Building, Contract Negotiation, Financial Analysis, Financial Reporting, SEC filings, Sarbanes-Oxley Act, Internal Controls, Due Diligence, Accounting, GAAP, US GAAP, Mergers, Financial Modeling, Auditing, Forecasting, Consolidation, CPA, Management, Revenue Recognition, IFRS, Mergers & Acquisitions, Process Improvement, Cash Management, Sarbanes-Oxley, Managerial Finance, Tax, Financial Accounting, Financial Audits, Assurance, Internal Audit, External Audit, Cash Flow Forecasting, Corporate Finance, Variance Analysis, Finance, Cash Flow, Restructuring, Acquisition Integration, Enterprise Risk..., Valuation, Business Valuation, Private Equity, Strategic Financial..., Big 4, IPO, Financial Statements, Treasury, Working Capital..., Treasury Management, Divestitures
Education
Boston University - School of Management 1988 — 1992
BS/BA, Business Administration, Accounting
Michael Woodyshek Michael Woodyshek's Ivy Funds Experience 2000 - 2001
Job Executive Vice President / Member
Industry Financial Services
Experience
Stirling Capital Management, LLC April 2009 - Present
CMAX 2007 - April 2009
Deutsche Bank (db home lending) 2006 - 2007
Avalon Research Group 2001 - 2002
Ivy Funds 2000 - 2001
Ocwen Financial Corporation 1999 - 1999
Putnam Investments 1996 - 1999
Skills
Sales Operations, New Business Development, Financial Management, Business Development, Portfolio Management, Executive Management, Mortgage Lending, Strategy, Credit, Operations Management, Strategic Planning, Leadership, Risk Management, Credit Cards, Banking, Sales Management, Contract Negotiation, Team Leadership, Due Diligence, Business Planning, Financial Services, Entrepreneurship, Analytics, Selling, Finance, Financial Analysis, Business Analysis, Negotiation, Pricing, Loans, Management, Credit Analysis, Business Strategy, Investments, Relationship Management, Competitive Analysis, Mortgage Banking, Management Consulting, Credit Risk, Strategic Partnerships, Analysis
Education
Xaverian Brothers H.S. 1985 — 1989
Northeastern University
BS, Business Adminstration/Finance
Stirling Capital Management, LLC April 2009 - Present
CMAX 2007 - April 2009
Deutsche Bank (db home lending) 2006 - 2007
Avalon Research Group 2001 - 2002
Ivy Funds 2000 - 2001
Ocwen Financial Corporation 1999 - 1999
Putnam Investments 1996 - 1999
Skills
Sales Operations, New Business Development, Financial Management, Business Development, Portfolio Management, Executive Management, Mortgage Lending, Strategy, Credit, Operations Management, Strategic Planning, Leadership, Risk Management, Credit Cards, Banking, Sales Management, Contract Negotiation, Team Leadership, Due Diligence, Business Planning, Financial Services, Entrepreneurship, Analytics, Selling, Finance, Financial Analysis, Business Analysis, Negotiation, Pricing, Loans, Management, Credit Analysis, Business Strategy, Investments, Relationship Management, Competitive Analysis, Mortgage Banking, Management Consulting, Credit Risk, Strategic Partnerships, Analysis
Education
Xaverian Brothers H.S. 1985 — 1989
Northeastern University
BS, Business Adminstration/Finance
Keith Maher, CFA's Ivy Funds Experience July 1996 - January 2003
Job Consultant
Industry Financial Services
Experience
KJM, LLC May 2010 - Present
EYC Companies June 2008 - May 2010
BB&T Asset Management October 2005 - April 2008
Roxbury Capital October 2003 - September 2005
Ivy Funds July 1996 - January 2003
Skills
Equities, Financial Modeling, Investments, Portfolio Management, Marketing, Asset Management
Education
The University of Texas at Austin - Red McCombs School of Business 1991 — 1993
MBA
Virginia Polytechnic Institute and State University 1983 — 1988
BS
KJM, LLC May 2010 - Present
EYC Companies June 2008 - May 2010
BB&T Asset Management October 2005 - April 2008
Roxbury Capital October 2003 - September 2005
Ivy Funds July 1996 - January 2003
Skills
Equities, Financial Modeling, Investments, Portfolio Management, Marketing, Asset Management
Education
The University of Texas at Austin - Red McCombs School of Business 1991 — 1993
MBA
Virginia Polytechnic Institute and State University 1983 — 1988
BS
Alexandra Dearborn's Ivy Funds Experience September 1999 - May 2004
Job
Industry Computer Software
Experience
Campus Management March 2009 - Present
Concord Camera September 2007 - January 2009
Dell July 2005 - September 2007
Moxie Group May 2004 - July 2005
Ivy Funds September 1999 - May 2004
Champion Computer Corporation 1997 - 1999
Boca Beverage -- Arizona Iced Tea 1994 - 1997
Skills
Email Marketing, Marketing Communications, Copywriting, Advertising, Marketing Strategy, Marketing Management, Lead Generation, Public Relations, Marketing, Press Releases, Market Research, Competitive Analysis, Brand Management, Event Management, E-commerce, Product Development, B2B, Strategic Planning, Trade Shows, Project Management
Education
Florida Atlantic University 1990 — 1994
Bachelor of Science (B.S.), Marketing Business Administration
Fashion Institute of Technology 1988 — 1989
Associates, Fashion Design
Campus Management March 2009 - Present
Concord Camera September 2007 - January 2009
Dell July 2005 - September 2007
Moxie Group May 2004 - July 2005
Ivy Funds September 1999 - May 2004
Champion Computer Corporation 1997 - 1999
Boca Beverage -- Arizona Iced Tea 1994 - 1997
Skills
Email Marketing, Marketing Communications, Copywriting, Advertising, Marketing Strategy, Marketing Management, Lead Generation, Public Relations, Marketing, Press Releases, Market Research, Competitive Analysis, Brand Management, Event Management, E-commerce, Product Development, B2B, Strategic Planning, Trade Shows, Project Management
Education
Florida Atlantic University 1990 — 1994
Bachelor of Science (B.S.), Marketing Business Administration
Fashion Institute of Technology 1988 — 1989
Associates, Fashion Design
David Borberg, CFA's Ivy Funds Experience February 2011 - Present
Job Vice President, Director, Product Management and Development at Ivy Funds
Industry Financial Services
Experience
Ivy Funds February 2011 - Present
Waddell & Reed January 2003 - February 2011
Ivy Funds January 2003 - February 2011
American Century 1996 - 2002
American Century Investments 1996 - 2002
Skills
Portfolio Management, Series 7, Product Management, Mutual Funds, Asset Allocation, Alternative Investments, Asset Management, Wealth Management, Investments, Investment Strategies, Series 63, Financial Services, Retirement Planning, Investment Advisory, Retirement, Fixed Income, 401k, Securities, Finance, Relationship Management, Equities
Education
Kansas State University 1989 — 1994
Bachelor of Science (B.S.), Finance and Marketing
Ivy Funds February 2011 - Present
Waddell & Reed January 2003 - February 2011
Ivy Funds January 2003 - February 2011
American Century 1996 - 2002
American Century Investments 1996 - 2002
Skills
Portfolio Management, Series 7, Product Management, Mutual Funds, Asset Allocation, Alternative Investments, Asset Management, Wealth Management, Investments, Investment Strategies, Series 63, Financial Services, Retirement Planning, Investment Advisory, Retirement, Fixed Income, 401k, Securities, Finance, Relationship Management, Equities
Education
Kansas State University 1989 — 1994
Bachelor of Science (B.S.), Finance and Marketing
Thomas Kanyok's Ivy Funds Experience May 2015 - Present
Job Regional Vice President at Ivy Funds Distributor, Inc.
Industry Financial Services
Experience
Ivy Funds May 2015 - Present
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2006 — 2009
Master of Business Administration (MBA)
University of Pittsburgh 1994 — 1997
BS, Economics
Ivy Funds May 2015 - Present
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2006 — 2009
Master of Business Administration (MBA)
University of Pittsburgh 1994 — 1997
BS, Economics
Rice, Jeff's Ivy Funds Experience April 2014 - February 2015
Job Buttonwood Financial
Industry Financial Services
Experience
Buttonwood Financial April 2015 - Present
Ivy Funds April 2014 - February 2015
Waddell and Reed Investment Management Company. July 2006 - April 2014
Skills
Performance Attribution, Mutual Funds, Finance, Fixed Income, Bloomberg, Financial Analysis, Securities, Asset Management, Hedge Funds, Equities, Investments, Alternative Investments, Investment Management, Series 7, Asset Allocation
Education
Morningside College 1994 — 1998
Business Administration/Economics
Buttonwood Financial April 2015 - Present
Ivy Funds April 2014 - February 2015
Waddell and Reed Investment Management Company. July 2006 - April 2014
Skills
Performance Attribution, Mutual Funds, Finance, Fixed Income, Bloomberg, Financial Analysis, Securities, Asset Management, Hedge Funds, Equities, Investments, Alternative Investments, Investment Management, Series 7, Asset Allocation
Education
Morningside College 1994 — 1998
Business Administration/Economics
Kirsten Pickens's Ivy Funds Experience November 2003 - July 2015
Job Partner, Head of Distribution at Chiron Investment Management
Industry Financial Services
Experience
Chiron Investment Management June 2015 - Present
Ivy Funds November 2003 - July 2015
Waddell and Reed, Inc November 2003 - July 2015
Ivy Funds Distributor Inc 2003 - July 2015
ING Funds December 1999 - November 2003
ING Funds 1999 - 2003
J&W Seligman 1998 - 1999
Skills
Mutual Funds, Series 7, Series 24, Series 63, Alternative Investments, Investments, Wealth Management, Asset Allocation, Separately Managed..., Series 65, Series 6, Retirement Planning, Fixed Annuities, Uniform Combined State..., Asset Managment
Education
Arizona State University
Chiron Investment Management June 2015 - Present
Ivy Funds November 2003 - July 2015
Waddell and Reed, Inc November 2003 - July 2015
Ivy Funds Distributor Inc 2003 - July 2015
ING Funds December 1999 - November 2003
ING Funds 1999 - 2003
J&W Seligman 1998 - 1999
Skills
Mutual Funds, Series 7, Series 24, Series 63, Alternative Investments, Investments, Wealth Management, Asset Allocation, Separately Managed..., Series 65, Series 6, Retirement Planning, Fixed Annuities, Uniform Combined State..., Asset Managment
Education
Arizona State University
Carrie Clasen Porter's Ivy Funds Experience 2005 - 2007
Job Vice President and Manager, Research & Due Diligence at BOK Financial
Industry Financial Services
Experience
Bank of Oklahoma March 2008 - Present
Waddell & Reed, Inc. 2005 - 2007
Ivy Funds 2005 - 2007
DeMarche Associates 2002 - 2005
Skills
Series 7, Investments, Portfolio Management, Alternative Investments, Asset Managment, Asset Allocation, 401k, Asset Management, Credit, Equities, Financial Advisory, Financial Markets, Financial Services, Mutual Funds, Wealth Management
Education
University of Missouri-Kansas City 2003 — 2006
MBA, Finance
Kansas State University 1997 — 2002
Bachelor of Science (BS), Finance, General
Bank of Oklahoma March 2008 - Present
Waddell & Reed, Inc. 2005 - 2007
Ivy Funds 2005 - 2007
DeMarche Associates 2002 - 2005
Skills
Series 7, Investments, Portfolio Management, Alternative Investments, Asset Managment, Asset Allocation, 401k, Asset Management, Credit, Equities, Financial Advisory, Financial Markets, Financial Services, Mutual Funds, Wealth Management
Education
University of Missouri-Kansas City 2003 — 2006
MBA, Finance
Kansas State University 1997 — 2002
Bachelor of Science (BS), Finance, General
Brian Flanagan's Ivy Funds Experience March 2005 - October 2010
Job Senior Vice President
Industry Financial Services
Experience
F-Squared Investments October 2013 - March 2015
The Newport Group February 2013 - October 2013
Fidelity Investments December 2010 - January 2013
Ivy Funds March 2005 - October 2010
Nationwide Financial October 2002 - March 2005
Ameriprise Financial Services, Inc. December 2001 - June 2002
J-Byte Electronics Inc August 2000 - November 2001
Flanagan's Beach Bar and Grill January 2000 - December 2000
Skills
Mutual Funds, Wholesale, Institutional Sales, Series 63, 401k, Selling, Series 6, Retirement Planning, Retirement, Investments, Series 7, Fixed Annuities, Life Insurance, Series 65, Asset Allocation, Financial Advisory, Investment Advisory, Defined Contribution, Financial Services, Wealth Management, Investment Strategies, Uniform Combined State..., Separately Managed..., Financial Planners, Qualified Retirement..., Retirement Plan..., Defined Benefit, Variable Annuities, Alternative Investments, FINRA, Pensions, Profit Sharing, Series 24, Securities, Financial Planning, Sales
Education
The Ohio State University 1995 — 1999
Bachelor of Applied Science (B.A.Sc.), Financial Planning and Services
American Intercontinental University
F-Squared Investments October 2013 - March 2015
The Newport Group February 2013 - October 2013
Fidelity Investments December 2010 - January 2013
Ivy Funds March 2005 - October 2010
Nationwide Financial October 2002 - March 2005
Ameriprise Financial Services, Inc. December 2001 - June 2002
J-Byte Electronics Inc August 2000 - November 2001
Flanagan's Beach Bar and Grill January 2000 - December 2000
Skills
Mutual Funds, Wholesale, Institutional Sales, Series 63, 401k, Selling, Series 6, Retirement Planning, Retirement, Investments, Series 7, Fixed Annuities, Life Insurance, Series 65, Asset Allocation, Financial Advisory, Investment Advisory, Defined Contribution, Financial Services, Wealth Management, Investment Strategies, Uniform Combined State..., Separately Managed..., Financial Planners, Qualified Retirement..., Retirement Plan..., Defined Benefit, Variable Annuities, Alternative Investments, FINRA, Pensions, Profit Sharing, Series 24, Securities, Financial Planning, Sales
Education
The Ohio State University 1995 — 1999
Bachelor of Applied Science (B.A.Sc.), Financial Planning and Services
American Intercontinental University
Chad Withers's Ivy Funds Experience October 2006 - Present
Job Regional Vice President, Ivy Funds Distributors, Inc.
Industry Financial Services
Experience
Ivy Funds October 2006 - Present
H.D. Vest Financial Services October 2003 - October 2006
HD Vest 2003 - 2006
Education
Brigham Young University - Idaho 2000 — 2003
BS, Finance
Ivy Funds October 2006 - Present
H.D. Vest Financial Services October 2003 - October 2006
HD Vest 2003 - 2006
Education
Brigham Young University - Idaho 2000 — 2003
BS, Finance
Michael Schulitz's Ivy Funds Experience 2000 - 2002
Job Head of Distribution | Wilshire Advisor Solutions
Industry Financial Services
Experience
Wilshire Associates August 2011 - Present
FUTURITY FIRST Insurance Group June 2010 - September 2011
Lincoln Financial Group July 2002 - June 2010
Ivy Funds 2000 - 2002
MetLife 1998 - 2000
Prudential Financial 1994 - 1998
Skills
Mutual Funds, Asset Management, Investments, Series 7, Portfolio Management, Series 63, Wealth Management, Financial Services, Retirement Planning, Alternative Investments
Education
New York University - Leonard N. Stern School of Business 1998 — 2002
MBA, Finance
Union College 1986 — 1990
BS, Mathematics
Wilshire Associates August 2011 - Present
FUTURITY FIRST Insurance Group June 2010 - September 2011
Lincoln Financial Group July 2002 - June 2010
Ivy Funds 2000 - 2002
MetLife 1998 - 2000
Prudential Financial 1994 - 1998
Skills
Mutual Funds, Asset Management, Investments, Series 7, Portfolio Management, Series 63, Wealth Management, Financial Services, Retirement Planning, Alternative Investments
Education
New York University - Leonard N. Stern School of Business 1998 — 2002
MBA, Finance
Union College 1986 — 1990
BS, Mathematics
Jeffrey A. Gentle, CFA's Ivy Funds Experience June 2011 - Present
Job AVP, Client Portfolio Strategist at Ivy Funds
Industry Financial Services
Experience
Ivy Funds June 2011 - Present
Embarq June 2008 - September 2009
Novastar Financial March 2003 - February 2008
A.G. Edwards & Sons, Inc. March 1994 - September 2001
Skills
Capital Markets, Corporate Finance, Securities, Mergers & Acquisitions, Portfolio Management, Investor Relations, Financial Analysis, Management, Mutual Funds, Asset Management
Education
Saint Louis University 1998 — 2001
Master of Science, Finance
Ivy Funds June 2011 - Present
Embarq June 2008 - September 2009
Novastar Financial March 2003 - February 2008
A.G. Edwards & Sons, Inc. March 1994 - September 2001
Skills
Capital Markets, Corporate Finance, Securities, Mergers & Acquisitions, Portfolio Management, Investor Relations, Financial Analysis, Management, Mutual Funds, Asset Management
Education
Saint Louis University 1998 — 2001
Master of Science, Finance
Bob North's Ivy Funds Experience February 1989 - May 1992
Job Operations Leader at Putnam Investments
Industry Financial Services
Experience
Putnam Investments May 2011 - Present
Putnam Investments March 2004 - May 2011
Putnam Investments January 2001 - March 2004
Putnam Investments May 1996 - January 2001
Colonial Management Associates / Liberty Financial Companies 1992 - 1996
Ivy Funds February 1989 - May 1992
Skills
Mutual Funds, Transfer Agency, Financial Services, Alternative Investments, Securities, Corporate Actions, FINRA, Series 63, Series 6, Retirement, Series 7, Business Analysis, Vendor Management, Risk Management
Education
Providence College 1983 — 1988
BA, Finance
Putnam Investments May 2011 - Present
Putnam Investments March 2004 - May 2011
Putnam Investments January 2001 - March 2004
Putnam Investments May 1996 - January 2001
Colonial Management Associates / Liberty Financial Companies 1992 - 1996
Ivy Funds February 1989 - May 1992
Skills
Mutual Funds, Transfer Agency, Financial Services, Alternative Investments, Securities, Corporate Actions, FINRA, Series 63, Series 6, Retirement, Series 7, Business Analysis, Vendor Management, Risk Management
Education
Providence College 1983 — 1988
BA, Finance
Patricia Durante, CPA's Ivy Funds Experience February 2000 - April 2003
Job Director of Corporate Accounting & Reporting at Airspan Networks Inc.
Industry Telecommunications
Experience
Airspan Networks Inc. May 2007 - Present
Stainsafe January 2006 - May 2007
180 Connect June 2004 - January 2006
Ivy Funds February 2000 - April 2003
Education
Florida Atlantic University
Accounting, Accounting
Airspan Networks Inc. May 2007 - Present
Stainsafe January 2006 - May 2007
180 Connect June 2004 - January 2006
Ivy Funds February 2000 - April 2003
Education
Florida Atlantic University
Accounting, Accounting
James DiCristo, CPA's Ivy Funds Experience December 2014 - Present
Job Assistant Vice President UCITS Operations
Industry Investment Management
Experience
Ivy Funds December 2014 - Present
William Blair & Company October 2009 - December 2014
PricewaterhouseCoopers April 2006 - October 2009
Artisan Partners November 1996 - April 2006
Skills
Mutual Funds, Financial Services, Asset Management, Accounting, UCITS, Internal Controls, Management, Auditing, Process Improvement, Foreign Investment Funds, Securities, IFRS, Financial Reporting, Alternative Investments, Equities, Finance, Investments, CPA
Education
Marquette University 2000 — 2002
MBA, Finance
University of Wisconsin-Milwaukee 1989 — 1992
BBA, Accounting
Ivy Funds December 2014 - Present
William Blair & Company October 2009 - December 2014
PricewaterhouseCoopers April 2006 - October 2009
Artisan Partners November 1996 - April 2006
Skills
Mutual Funds, Financial Services, Asset Management, Accounting, UCITS, Internal Controls, Management, Auditing, Process Improvement, Foreign Investment Funds, Securities, IFRS, Financial Reporting, Alternative Investments, Equities, Finance, Investments, CPA
Education
Marquette University 2000 — 2002
MBA, Finance
University of Wisconsin-Milwaukee 1989 — 1992
BBA, Accounting
Vickie Mallicoat's Ivy Funds Experience January 2013 - Present
Job Director of Channel Management at Waddell & Reed/Ivy Funds
Industry Financial Services
Experience
Ivy Funds January 2013 - Present
Waddell & Reed November 2011 - January 2013
Waddell & Reed October 2010 - December 2011
Waddell & Reed Financial Services June 2007 - October 2010
Hallmark Cards 2003 - 2007
Hallmark Cards 1997 - 2003
Skills
Business Analysis, SharePoint, Cross-functional Team..., Vendor Management, Process Improvement, Business Intelligence, Project Management, Visio, Program Management, Business Development, SDLC, Business Process..., Budgets, Agile Project Management, CRM, Strategy, Leadership
Education
Iowa State University 1992 — 1997
Finance and Management Information Systems
Ivy Funds January 2013 - Present
Waddell & Reed November 2011 - January 2013
Waddell & Reed October 2010 - December 2011
Waddell & Reed Financial Services June 2007 - October 2010
Hallmark Cards 2003 - 2007
Hallmark Cards 1997 - 2003
Skills
Business Analysis, SharePoint, Cross-functional Team..., Vendor Management, Process Improvement, Business Intelligence, Project Management, Visio, Program Management, Business Development, SDLC, Business Process..., Budgets, Agile Project Management, CRM, Strategy, Leadership
Education
Iowa State University 1992 — 1997
Finance and Management Information Systems
Don Determan's Ivy Funds Experience July 2002 - April 2005
Job
Industry Financial Services
Experience
Senior Quote Insurance Services October 2013 - May 2015
Select Quote Auto & Home April 2013 - October 2013
Aflac July 2012 - April 2013
Quaker Funds,Inc. July 2009 - April 2011
MLP Real Estate Securities, Inc. June 2008 - December 2008
Redstone Interests,LLC December 2007 - June 2008
Next Financial March 2007 - December 2007
Lightstone Securities January 2006 - February 2007
Ivy Funds July 2002 - April 2005
Skills
Financial Services, Finance, Insurance, Alternative Investments, Mutual Funds
Education
University of Nebraska at Kearney 1976 — 1978
Bachelor of Science, Business Administration
Senior Quote Insurance Services October 2013 - May 2015
Select Quote Auto & Home April 2013 - October 2013
Aflac July 2012 - April 2013
Quaker Funds,Inc. July 2009 - April 2011
MLP Real Estate Securities, Inc. June 2008 - December 2008
Redstone Interests,LLC December 2007 - June 2008
Next Financial March 2007 - December 2007
Lightstone Securities January 2006 - February 2007
Ivy Funds July 2002 - April 2005
Skills
Financial Services, Finance, Insurance, Alternative Investments, Mutual Funds
Education
University of Nebraska at Kearney 1976 — 1978
Bachelor of Science, Business Administration
Fred Mohl's Ivy Funds Experience February 2014 - Present
Job Product Manager, Ivy Funds
Industry Investment Management
Experience
Ivy Funds February 2014 - Present
American Century Investments June 2008 - February 2014
American Century Investments June 2005 - May 2008
American Century Investments December 2000 - May 2005
Skills
Investments, Mutual Funds, Series 63, Asset Allocation
Education
The University of Kansas
Ivy Funds February 2014 - Present
American Century Investments June 2008 - February 2014
American Century Investments June 2005 - May 2008
American Century Investments December 2000 - May 2005
Skills
Investments, Mutual Funds, Series 63, Asset Allocation
Education
The University of Kansas
Carol Leoffler's Ivy Funds Experience 1985 - 1988
Job Client Relationship Manager at Broadridge
Industry Financial Services
Experience
Broadridge 1998 - Present
Bank of Boston 1989 - 1998
Ivy Funds 1985 - 1988
Skills
Asset Managment, Mutual Funds, Global Custody, Project Management, Business Analysis, Investments, Relationship Management, Team Leadership, Defined Contribution, Securities, Equities, Fixed Income, Process Improvement, Financial Services, Middle Office, Account Management, Corporate Actions, Vendor Management, Microsoft Excel, Customer Service, Settlement, Back Office, Business Requirements, Management, Asset Management, Client Services, Training
Education
Stonehill College
BA, English Studies, Business Minor
Broadridge 1998 - Present
Bank of Boston 1989 - 1998
Ivy Funds 1985 - 1988
Skills
Asset Managment, Mutual Funds, Global Custody, Project Management, Business Analysis, Investments, Relationship Management, Team Leadership, Defined Contribution, Securities, Equities, Fixed Income, Process Improvement, Financial Services, Middle Office, Account Management, Corporate Actions, Vendor Management, Microsoft Excel, Customer Service, Settlement, Back Office, Business Requirements, Management, Asset Management, Client Services, Training
Education
Stonehill College
BA, English Studies, Business Minor
Scott Schoenfeld, CIMA®'s Ivy Funds Experience January 2014 - July 2015
Job Regional Vice President/External Wholesaler at Voya Investment Management
Industry Financial Services
Experience
Voya Investment Management July 2015 - Present
Ivy Funds January 2014 - July 2015
Morgan Stanley Smith Barney August 2012 - January 2014
Merrill Lynch January 2008 - July 2012
Education
University of Kansas 2004 — 2008
Bachelor of Business Administration (BBA), Finance, General
Voya Investment Management July 2015 - Present
Ivy Funds January 2014 - July 2015
Morgan Stanley Smith Barney August 2012 - January 2014
Merrill Lynch January 2008 - July 2012
Education
University of Kansas 2004 — 2008
Bachelor of Business Administration (BBA), Finance, General
Patty Albertson's Ivy Funds Experience October 2006 - Present
Job Administrative Assistant at Ivy Funds
Industry Financial Services
Experience
Ivy Funds October 2006 - Present
LifeStyle Properties April 2002 - October 2006
Skills
Visio, Microsoft Office, Microsoft Excel, Marketing, Customer Service, Team Building, Process Improvement, Budgets, Account Management, Microsoft Word, Leadership, Management, PowerPoint, Sales, Outlook
Education
Johnson County Community College 1973 — 1975
Associate of Arts (A.A.), Business, 3.2
Kansas State University 1972 — 1973
Business Administration and Management, General
Kansas State University
Ivy Funds October 2006 - Present
LifeStyle Properties April 2002 - October 2006
Skills
Visio, Microsoft Office, Microsoft Excel, Marketing, Customer Service, Team Building, Process Improvement, Budgets, Account Management, Microsoft Word, Leadership, Management, PowerPoint, Sales, Outlook
Education
Johnson County Community College 1973 — 1975
Associate of Arts (A.A.), Business, 3.2
Kansas State University 1972 — 1973
Business Administration and Management, General
Kansas State University
Brock Staley's Ivy Funds Experience June 2008 - July 2009
Job JBS Energy Solutions and KC Dalo Glass Tinting
Industry Glass, Ceramics & Concrete
Experience
KC Dalo Glass Tinting March 2007 - Present
Ivy Funds June 2008 - July 2009
Education
Southern Illinois University, Edwardsville 1999 — 2001
Bachelor of Business Administration (B.B.A.), Finance, General
KC Dalo Glass Tinting March 2007 - Present
Ivy Funds June 2008 - July 2009
Education
Southern Illinois University, Edwardsville 1999 — 2001
Bachelor of Business Administration (B.B.A.), Finance, General
T Rowe Price
The Blackstone Group
Pioneer Investments
Lazard
ING Investment Management
Deutsche Asset Management
Lazard Asset Management
Natixis Global Asset Management