Ivy Funds Distributor, Inc.

Industry: Company

Description

Headquarters: Overland Park, KS Parent organizations: Waddell & Reed, IVY INVESTMENT MANAGEMENT CO

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Ivy Funds Distributor, Inc. Employees

Employee
Years
Job
Industry
Chris Rahimian Chris Rahimian Kansas City, Missouri Area Details
Chris Rahimian's Ivy Funds Distributor, Inc. Experience May 2013 - August 2013
Job Senior Sales Executive/National Sales Manager
Industry Financial Services
Experience
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

Matthew Waldman Matthew Waldman Kansas City, Missouri Area Details
Matthew Waldman's Ivy Funds Distributor, Inc. Experience January 2013 - Present
Job VP, Division Sales Manager Financial Planners Division at Ivy Funds Distributor, Inc.
Industry Financial Services
Experience
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

Dan Moon Dan Moon New York, New York Details
Dan Moon's Ivy Funds Distributor, Inc. Experience August 2011 - December 2014
Job Vice President, Lazard Asset Management
Industry Financial Services
Experience
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

Jared Teach Jared Teach Greater San Diego Area Details
Jared Teach's Ivy Funds Distributor, Inc. Experience February 2007 - Present
Job Regional Vice President at Ivy Funds Distributor, Inc.
Industry Investment Management
Experience
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

Angela Achatz Angela Achatz Kansas City, Missouri Area Details
Angela Achatz's Ivy Funds Distributor, Inc. Experience February 2008 - January 2014
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

Chris Jameson Chris Jameson Tampa, Florida Details
Chris Jameson's Ivy Funds Distributor, Inc. Experience January 2014 - Present
Job Regional Vice President at Ivy Funds Distributor, Inc.
Industry Financial Services
Experience
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

Matthew Gunther Matthew Gunther Greater Pittsburgh Area Details
Matthew Gunther's Ivy Funds Distributor, Inc. Experience December 2014 - Present
Job Regional Vice President, PA & Upstate NY at Ivy Funds Distributor, Inc.
Industry Financial Services
Experience
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

Brian Lore Brian Lore Kansas City, Missouri Area Details
Brian Lore's Ivy Funds Distributor, Inc. Experience May 2014 - Present
Job Account Manager at Ivy Funds Distributor, Inc.
Industry Financial Services
Experience
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

Lindsay Phillips Baugh Lindsay Phillips Baugh San Francisco, California Details
Lindsay Phillips Baugh's Ivy Funds Distributor, Inc. Experience July 2010 - April 2013
Job Client Marketing Associate at Matthews Asia
Industry Investment Management
Experience
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

Bart Farrell Bart Farrell Greater New York City Area Details
Bart Farrell's Ivy Funds Distributor, Inc. Experience January 2011 - Present
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

Jeffrey Hrabe Jeffrey Hrabe Kansas City, Missouri Area Details
Jeffrey Hrabe's Ivy Funds Distributor, Inc. Experience January 2012 - October 2013
Job Regional Vice President of Sales at Cavanal Hill Investment Management
Industry Financial Services
Experience
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

Scott Kasper Scott Kasper Kansas City, Missouri Area Details
Scott Kasper's Ivy Funds Distributor, Inc. Experience July 2006 - Present
Job
Industry Financial Services
Experience
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

Vincent Rupp Vincent Rupp Leawood, Kansas Details
Vincent Rupp's Ivy Funds Distributor, Inc. Experience November 2004 - May 2008
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

Kori Brooks Kori Brooks Kansas City, Missouri Details
Kori Brooks's Ivy Funds Distributor, Inc. Experience March 2015 - Present
Job Product Manager at Ivy Funds Distributor, Inc.
Industry Financial Services
Experience
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

Adam W Smith Adam W Smith Kansas City, Missouri Area Details
Adam W Smith's Ivy Funds Distributor, Inc. Experience September 2008 - March 2014
Job AVP, Intermediary Sales at Scout Investments
Industry Financial Services
Experience
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

Darren A. Cde Baca, CFP, CIMA Darren A. Cde Baca, CFP, CIMA San Francisco Bay Area Details
Darren A. Cde Baca, CFP, CIMA's Ivy Funds Distributor, Inc. Experience May 2006 - Present
Job Regional Vice President at Ivy Funds Distributor, Inc.
Industry Financial Services
Experience
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

Emily (Chapman) Piper Emily (Chapman) Piper Kansas City, Missouri Area Details
Emily (Chapman) Piper's Ivy Funds Distributor, Inc. Experience January 2011 - June 2012
Job Project Controls Specialist at Rock Creek Technologies, LLC
Industry Information Technology and Services
Experience
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

Nick Langley Nick Langley Kansas City, Missouri Area Details
Nick Langley's Ivy Funds Distributor, Inc. Experience December 2009 - Present
Job Vice President at Ivy Funds Distributor, Inc.
Industry Financial Services
Experience
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

Luke MacDonald Luke MacDonald Greater New York City Area Details
Luke MacDonald's Ivy Funds Distributor, Inc. Experience September 2007 - Present
Job Regional Vice President, Ivy Funds Distributor, Inc.
Industry Financial Services
Experience
Ivy Funds Distributor, Inc.   September 2007 - Present

Education
University of Maryland College Park

Peter McMorrow Peter McMorrow Greater Pittsburgh Area Details
Peter McMorrow's Ivy Funds Distributor, Inc. Experience June 2011 - Present
Job Regional Vice President at Ivy Funds
Industry Financial Services
Experience
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

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