Waddell & Associates
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Waddell & Associates Employees
Employee
Years
Job
Industry
Mark Jobe Mark Jobe's Waddell & Associates Experience May 2008 - August 2008
Job Associate Attorney at Glankler Brown, PLLC
Industry Law Practice
Experience
Glankler Brown, PLLC May 2013 - Present
Thomas Family Law Firm, PLC September 2012 - May 2013
University of Tennessee Business Clinic August 2011 - December 2011
Spicer Rudstrom PLLC May 2011 - August 2011
Farris Bobango May 2009 - August 2009
Waddell & Associates May 2008 - August 2008
Skills
Legal Writing, Legal Research, Westlaw, Research, Public Speaking, Family Law, Corporate Governance, Corporate Law, Microsoft Office, Pleadings, Contract Negotiation, Legal Issues, Contract Management, Attention To Detail, Real Estate, Developing Client..., Contract Review
Education
University of Tennessee College of Law 2009 — 2012
JD, Law
The University of Memphis 2005 — 2009
B.B.A., Economics, summa cum laude
Glankler Brown, PLLC May 2013 - Present
Thomas Family Law Firm, PLC September 2012 - May 2013
University of Tennessee Business Clinic August 2011 - December 2011
Spicer Rudstrom PLLC May 2011 - August 2011
Farris Bobango May 2009 - August 2009
Waddell & Associates May 2008 - August 2008
Skills
Legal Writing, Legal Research, Westlaw, Research, Public Speaking, Family Law, Corporate Governance, Corporate Law, Microsoft Office, Pleadings, Contract Negotiation, Legal Issues, Contract Management, Attention To Detail, Real Estate, Developing Client..., Contract Review
Education
University of Tennessee College of Law 2009 — 2012
JD, Law
The University of Memphis 2005 — 2009
B.B.A., Economics, summa cum laude
Carol Lee Royer, CFP®, CFA®, CDFA™ Carol Lee Royer, CFP®, CFA®, CDFA™'s Waddell & Associates Experience December 1997 - Present
Job Sr. Wealth Strategist at Waddell & Associates
Industry Investment Management
Experience
Waddell & Associates December 1997 - Present
IBM November 1978 - March 1994
Education
The University of Memphis 1994 — 1996
Master of Business Administration (M.B.A.), Finance
Rhodes College 1974 — 1978
B.A., Mathematics/Economics
Waddell & Associates December 1997 - Present
IBM November 1978 - March 1994
Education
The University of Memphis 1994 — 1996
Master of Business Administration (M.B.A.), Finance
Rhodes College 1974 — 1978
B.A., Mathematics/Economics
Paul Beegan Paul Beegan's Waddell & Associates Experience 2000 - 2005
Job Candidate for Ward 2 at Lakewood City Council
Industry Architecture & Planning
Experience
Lakewood City Council April 2015 - Present
Beegan Architectural Design April 2007 - Present
Ohio Board of Building Appeals January 2013 - Present
ULI Cleveland January 2010 - Present
LakewoodAlive March 2007 - January 2014
LB & Associates October 2005 - March 2007
Waddell & Associates 2000 - 2005
Westlake Reed Leskosky 1996 - 2000
Skills
Architectural Design, Historic Preservation, Green Building, Architecture, AutoCAD, Interior Design, Historic Rehabilitation..., Facility Master Planning, Community Development, Facilities Management, Building Materials, Construction Drawings, Urban Redevelopment, Urban Infill, Space planning, Adaptive Reuse, Commercial Real Estate, Real Estate, Residential Homes, Real Estate Development, Urban, Comprehensive Planning, Submittals, Architectures, Sustainability, Urban Design, Sustainable Design, Mixed-use, Economic Development, Construction Management, Design Research, Residential Design, Site Planning, Renovation, Project Planning, Zoning, Urban Planning
Education
Miami University 1993 — 1996
Masters, Architecture
Purdue University 1989 — 1993
BS, Civil Engineering
St. Ignatius 1985 — 1989
St. Raphael
Lakewood City Council April 2015 - Present
Beegan Architectural Design April 2007 - Present
Ohio Board of Building Appeals January 2013 - Present
ULI Cleveland January 2010 - Present
LakewoodAlive March 2007 - January 2014
LB & Associates October 2005 - March 2007
Waddell & Associates 2000 - 2005
Westlake Reed Leskosky 1996 - 2000
Skills
Architectural Design, Historic Preservation, Green Building, Architecture, AutoCAD, Interior Design, Historic Rehabilitation..., Facility Master Planning, Community Development, Facilities Management, Building Materials, Construction Drawings, Urban Redevelopment, Urban Infill, Space planning, Adaptive Reuse, Commercial Real Estate, Real Estate, Residential Homes, Real Estate Development, Urban, Comprehensive Planning, Submittals, Architectures, Sustainability, Urban Design, Sustainable Design, Mixed-use, Economic Development, Construction Management, Design Research, Residential Design, Site Planning, Renovation, Project Planning, Zoning, Urban Planning
Education
Miami University 1993 — 1996
Masters, Architecture
Purdue University 1989 — 1993
BS, Civil Engineering
St. Ignatius 1985 — 1989
St. Raphael
Edward L. Brundick, III JD, CIMA ®, CFP ® Edward L. Brundick, III JD, CIMA ®, CFP ®'s Waddell & Associates Experience February 2010 - December 2010
Job Market President, Argent Trust Memphis
Industry Financial Services
Experience
Argent Trust Memphis May 2014 - Present
University of Memphis January 2004 - Present
Integral Legal Solutions May 2014 - Present
Duncan-Williams, Inc. January 2011 - September 2013
Waddell & Associates February 2010 - December 2010
Morgan Keegan May 2005 - December 2009
Morgan Keegan March 2004 - May 2005
Morgan Keegan August 2003 - March 2004
Rightway Entertainment March 1990 - June 2000
Skills
FINRA, Certified Investment..., Certified Financial..., Securities, Series 7, Options, Life Insurance, Estate Planning, Investments, Capital Markets, Fixed Income, Series 24, Insurance, Portfolio Management, Mutual Funds, Asset Management, Series 63, Finance, Asset Allocation, Wealth Management, Retirement Planning, Investment Advisory, Financial Advisory, Alternative Investments, Bonds, Investment Strategies, Strategic Financial..., Financial Planning
Education
The University of Memphis—Cecil C. Humphreys School of Law 2000 — 2003
JD, Law
The University of Memphis 1998 — 1999
MBA, Finance & Marketing
The University of Memphis 1986 — 1998
BBA, Management
Argent Trust Memphis May 2014 - Present
University of Memphis January 2004 - Present
Integral Legal Solutions May 2014 - Present
Duncan-Williams, Inc. January 2011 - September 2013
Waddell & Associates February 2010 - December 2010
Morgan Keegan May 2005 - December 2009
Morgan Keegan March 2004 - May 2005
Morgan Keegan August 2003 - March 2004
Rightway Entertainment March 1990 - June 2000
Skills
FINRA, Certified Investment..., Certified Financial..., Securities, Series 7, Options, Life Insurance, Estate Planning, Investments, Capital Markets, Fixed Income, Series 24, Insurance, Portfolio Management, Mutual Funds, Asset Management, Series 63, Finance, Asset Allocation, Wealth Management, Retirement Planning, Investment Advisory, Financial Advisory, Alternative Investments, Bonds, Investment Strategies, Strategic Financial..., Financial Planning
Education
The University of Memphis—Cecil C. Humphreys School of Law 2000 — 2003
JD, Law
The University of Memphis 1998 — 1999
MBA, Finance & Marketing
The University of Memphis 1986 — 1998
BBA, Management
Tripp Yates Tripp Yates's Waddell & Associates Experience August 2007 - Present
Job CPA, PFS, CFP®
Industry Investment Management
Experience
Waddell & Associates August 2007 - Present
True Temper Sports September 2005 - August 2007
Ernst & Young July 2004 - September 2005
Education
University of Mississippi 2003 — 2004
Master of Accountancy
University of Mississippi 1999 — 2003
Bachelor of Accountancy
Waddell & Associates August 2007 - Present
True Temper Sports September 2005 - August 2007
Ernst & Young July 2004 - September 2005
Education
University of Mississippi 2003 — 2004
Master of Accountancy
University of Mississippi 1999 — 2003
Bachelor of Accountancy
Fred Hiatt Fred Hiatt's Waddell & Associates Experience April 2005 - December 2009
Job Chief Operating Officer at Red Door Wealth Management
Industry Investment Management
Experience
Red Door Wealth Management January 2010 - Present
Waddell & Associates April 2005 - December 2009
Morgan Keegan 1994 - 2003
Skills
Portfolio Management, Investments, Financial Analysis, Securities, Strategic Financial..., Alternative Investments, Asset Allocation, Mergers & Acquisitions, Finance, Asset Management, Management, Private Equity, Financial Planning, Equities, Hedge Funds, Wealth Management, Strategic Planning, Mutual Funds
Education
The University of Memphis 1986 — 1989
Red Door Wealth Management January 2010 - Present
Waddell & Associates April 2005 - December 2009
Morgan Keegan 1994 - 2003
Skills
Portfolio Management, Investments, Financial Analysis, Securities, Strategic Financial..., Alternative Investments, Asset Allocation, Mergers & Acquisitions, Finance, Asset Management, Management, Private Equity, Financial Planning, Equities, Hedge Funds, Wealth Management, Strategic Planning, Mutual Funds
Education
The University of Memphis 1986 — 1989
Shelly Baker, CFP, CTFA, CDFA Shelly Baker, CFP, CTFA, CDFA's Waddell & Associates Experience June 2004 - December 2008
Job Assistant Vice President, Private Wealth Management at SunTrust
Industry Financial Services
Experience
SunTrust September 2014 - Present
Legacy Wealth Management July 2009 - August 2014
Waddell & Associates June 2004 - December 2008
Morgan Keegan & Company October 1991 - May 2004
Skills
Portfolio Management, Finance, Financial Services, Strategic Financial..., Management, 401k, Certified Financial..., Graduated from..., Wealth Management, High Net Worth..., Retirement Planning, Financial Goals, Wealth Management..., Wealth, Retirement, Financial Planners, Separately Managed..., Funding, Pensions, Estate Planning, Trusts
Education
Cannon Financial Institute 2010 — 2010
Personal Trust I, II, & III Graduate Certificant, Personal Trust & Administration
College for Financial Planning 2005 — 2006
CFP Certification Program Graduate Certificate, Financial Planning and Services
The University of Memphis 1987 — 1991
Bachelor of Business Administration (BBA), Finance, General
SunTrust September 2014 - Present
Legacy Wealth Management July 2009 - August 2014
Waddell & Associates June 2004 - December 2008
Morgan Keegan & Company October 1991 - May 2004
Skills
Portfolio Management, Finance, Financial Services, Strategic Financial..., Management, 401k, Certified Financial..., Graduated from..., Wealth Management, High Net Worth..., Retirement Planning, Financial Goals, Wealth Management..., Wealth, Retirement, Financial Planners, Separately Managed..., Funding, Pensions, Estate Planning, Trusts
Education
Cannon Financial Institute 2010 — 2010
Personal Trust I, II, & III Graduate Certificant, Personal Trust & Administration
College for Financial Planning 2005 — 2006
CFP Certification Program Graduate Certificate, Financial Planning and Services
The University of Memphis 1987 — 1991
Bachelor of Business Administration (BBA), Finance, General
Tee Woodruff Meeks Tee Woodruff Meeks's Waddell & Associates Experience July 1996 - Present
Job Chief Administrative Officer at Waddell & Associates
Industry Investment Management
Experience
Waddell & Associates July 1996 - Present
Education
CFA Institute
Claritas Investment Certificate
College For Financial Planning
Registered Paraplanner
College for Financial Planning
Chartered Retirement Planning Counselor
University of Tennessee at Martin
Waddell & Associates July 1996 - Present
Education
CFA Institute
Claritas Investment Certificate
College For Financial Planning
Registered Paraplanner
College for Financial Planning
Chartered Retirement Planning Counselor
University of Tennessee at Martin
Perry Green Perry Green's Waddell & Associates Experience September 2001 - Present
Job Senior Vice President, Wealth Strategies at Waddell & Associates
Industry Investment Management
Experience
Waddell & Associates September 2001 - Present
Rhea & Ivy 1995 - 2001
Ernst & Young 1993 - 1995
Skills
Asset Managment, Strategic Financial..., Accounting, Risk Management, Wealth Management, Investments, Estate Planning
Education
University of Mississippi 1991 — 1993
Masters, Accountancy - Taxation
The University of Memphis 1986 — 1990
BBA, Accounting
Waddell & Associates September 2001 - Present
Rhea & Ivy 1995 - 2001
Ernst & Young 1993 - 1995
Skills
Asset Managment, Strategic Financial..., Accounting, Risk Management, Wealth Management, Investments, Estate Planning
Education
University of Mississippi 1991 — 1993
Masters, Accountancy - Taxation
The University of Memphis 1986 — 1990
BBA, Accounting
Jason Carroll Jason Carroll's Waddell & Associates Experience January 1998 - May 2000
Job Vice President of Acquisitions and Development at PIRHL
Industry Real Estate
Experience
PIRHL April 2015 - Present
Kent State University August 2008 - Present
Mid-America Management Corporation January 2005 - April 2015
Forest City Enterprises September 2002 - January 2005
Waddell & Associates January 1998 - May 2000
Westlake Reed Leskosky June 1995 - December 1997
Skills
Real Estate, Asset Management, Investment Properties, Real Estate Investment, Dispositions, Financial Analysis, Architecture, Financial Modeling, Negotiation, Valuation, Feasibility Studies, Investments, Market Analysis, Real Estate Development, Construction Management, Retail, Sustainable Design, Residential, Due Diligence, Budgeting, Contract Negotiation, Construction, Portfolio Management, Site Selection, Energy Management, 401k, Real Estate Finance, Real Estate Transactions, Development Planning, Entitlements, Disposition, Asset Managment, Real Estate Economics, Entrepreneurship, Commercial Real Estate, Leases, Finance, Property Management, Mixed-use, Acquisitions, Corporate Real Estate, Affordable Housing, Sustainability, Budgets, Location Intelligence, Residential Homes
Education
Cornell University 2000 — 2002
Master of Professional Studies, Real Estate
Kent State University 1992 — 1996
Bachelor of Arts, magna cum laude, Architecture
PIRHL April 2015 - Present
Kent State University August 2008 - Present
Mid-America Management Corporation January 2005 - April 2015
Forest City Enterprises September 2002 - January 2005
Waddell & Associates January 1998 - May 2000
Westlake Reed Leskosky June 1995 - December 1997
Skills
Real Estate, Asset Management, Investment Properties, Real Estate Investment, Dispositions, Financial Analysis, Architecture, Financial Modeling, Negotiation, Valuation, Feasibility Studies, Investments, Market Analysis, Real Estate Development, Construction Management, Retail, Sustainable Design, Residential, Due Diligence, Budgeting, Contract Negotiation, Construction, Portfolio Management, Site Selection, Energy Management, 401k, Real Estate Finance, Real Estate Transactions, Development Planning, Entitlements, Disposition, Asset Managment, Real Estate Economics, Entrepreneurship, Commercial Real Estate, Leases, Finance, Property Management, Mixed-use, Acquisitions, Corporate Real Estate, Affordable Housing, Sustainability, Budgets, Location Intelligence, Residential Homes
Education
Cornell University 2000 — 2002
Master of Professional Studies, Real Estate
Kent State University 1992 — 1996
Bachelor of Arts, magna cum laude, Architecture
Lanie Oberg Lanie Oberg's Waddell & Associates Experience May 2012 - Present
Job Executive Assistant to CEO at Waddell & Associates
Industry Investment Management
Experience
Waddell & Associates May 2012 - Present
Embassy Suites Hotel Memphis April 2004 - May 2012
Memphis Marriott East November 1997 - April 2004
Newsradio 960 KZIM 1992 - 1994
Skills
Customer Service, Microsoft Word, PowerPoint, Budgets, Microsoft Excel, Strategic Planning, Office Management, Administrative..., Fundraising, Time Management, Public Speaking, Leadership, Microsoft Office, Management, Marketing, Nonprofits, Employee Relations, Event Planning, Event Management, Outlook, Administration, Executive Level..., Data Entry, Administrative..., Team Building
Education
Southeast Missouri State University
Waddell & Associates May 2012 - Present
Embassy Suites Hotel Memphis April 2004 - May 2012
Memphis Marriott East November 1997 - April 2004
Newsradio 960 KZIM 1992 - 1994
Skills
Customer Service, Microsoft Word, PowerPoint, Budgets, Microsoft Excel, Strategic Planning, Office Management, Administrative..., Fundraising, Time Management, Public Speaking, Leadership, Microsoft Office, Management, Marketing, Nonprofits, Employee Relations, Event Planning, Event Management, Outlook, Administration, Executive Level..., Data Entry, Administrative..., Team Building
Education
Southeast Missouri State University
Claire Pennel Claire Pennel's Waddell & Associates Experience June 2005 - Present
Job CPA, PFS, CFP®
Industry Financial Services
Experience
Waddell & Associates June 2005 - Present
Deloitte Tax, LLP September 2003 - May 2005
Education
University of Georgia - Terry College of Business
Waddell & Associates June 2005 - Present
Deloitte Tax, LLP September 2003 - May 2005
Education
University of Georgia - Terry College of Business