Waddell & Reed
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, Kansas, United States CEO: Philip J. Sanders (1 Aug 2016–) CFO: Mr. Benjamin R. Clouse Subsidiaries: IVY INVESTMENT MANAGEMENT CO,
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Waddell & Reed Employees
Employee
Years
Job
Industry
Rebecca (Becky) Gressette Rebecca (Becky) Gressette's Waddell & Reed Experience May 2015 - Present
Job Marketing
Industry Marketing and Advertising
Experience
Waddell & Reed May 2015 - Present
Fremont Motor Company October 2013 - Present
Sweetwater County Events Complex January 2012 - June 2013
Calhoun Trading October 2006 - March 2011
Orangeburg Medical 2003 - 2006
Benco Dental July 2003 - August 2004
Quality Sales & Marketing 1999 - 2003
Skills
Marketing Communications, Social Media Marketing, Digital Marketing, Advertising, Marketing Strategy, Event Planning, Social Media, Event Management, Public Relations, Marketing, Online Marketing, Brand Development, Social Networking, Facebook, New Business Development, Strategic Planning, Direct Mail, Account Management, Sales, Digital Media, Fundraising, Online Advertising, Market Research, Corporate Events, Brand Awareness, Corporate Communications, B2B, Mobile Marketing, Management, Negotiation, Leadership, Project Management, Microsoft Excel, Microsoft Office, Customer Service, Sales Management
Education
University of South Carolina-Columbia 1994 — 1998
BS in Business Administration, Marketing and Management
University of South Carolina-Union
Waddell & Reed May 2015 - Present
Fremont Motor Company October 2013 - Present
Sweetwater County Events Complex January 2012 - June 2013
Calhoun Trading October 2006 - March 2011
Orangeburg Medical 2003 - 2006
Benco Dental July 2003 - August 2004
Quality Sales & Marketing 1999 - 2003
Skills
Marketing Communications, Social Media Marketing, Digital Marketing, Advertising, Marketing Strategy, Event Planning, Social Media, Event Management, Public Relations, Marketing, Online Marketing, Brand Development, Social Networking, Facebook, New Business Development, Strategic Planning, Direct Mail, Account Management, Sales, Digital Media, Fundraising, Online Advertising, Market Research, Corporate Events, Brand Awareness, Corporate Communications, B2B, Mobile Marketing, Management, Negotiation, Leadership, Project Management, Microsoft Excel, Microsoft Office, Customer Service, Sales Management
Education
University of South Carolina-Columbia 1994 — 1998
BS in Business Administration, Marketing and Management
University of South Carolina-Union
Phillip Beasley Phillip Beasley's Waddell & Reed Experience October 2001 - January 2004
Job Nuclear Cardiology Technologist at Covenant Health Systems, Inc.
Industry Hospital & Health Care
Experience
Covenant Health Systems, Inc. October 2007 - Present
BSA Health System July 2007 - June 2009
BSA Health System June 2005 - June 2006
Waddell & Reed October 2001 - January 2004
Skills
Healthcare Management, Nursing, Hospitals, Healthcare, Medical Terminology, Acute Care, Home Care, Healthcare Information..., Physician Relations, Patient Safety, HIPAA, ACLS, Medicaid, Medicare, Revenue Cycle, Customer Service, EMR
Education
Texas Tech University Health Sciences Center 2012 — 2013
Master's degree, Clinical Practice Management
Amarillo College 2004 — 2006
Associate of Arts and Sciences (AAS), Nuclear Medicine
Texas Tech University 1997 — 2001
Bachelor of Business Administration (BBA), Finance and Economics
Covenant Health Systems, Inc. October 2007 - Present
BSA Health System July 2007 - June 2009
BSA Health System June 2005 - June 2006
Waddell & Reed October 2001 - January 2004
Skills
Healthcare Management, Nursing, Hospitals, Healthcare, Medical Terminology, Acute Care, Home Care, Healthcare Information..., Physician Relations, Patient Safety, HIPAA, ACLS, Medicaid, Medicare, Revenue Cycle, Customer Service, EMR
Education
Texas Tech University Health Sciences Center 2012 — 2013
Master's degree, Clinical Practice Management
Amarillo College 2004 — 2006
Associate of Arts and Sciences (AAS), Nuclear Medicine
Texas Tech University 1997 — 2001
Bachelor of Business Administration (BBA), Finance and Economics
Martin Shepherd Sr. Martin Shepherd Sr.'s Waddell & Reed Experience January 1996 - December 1998
Job Principal at Owner
Industry Real Estate
Experience
Owner January 1999 - Present
Waddell & Reed January 1996 - December 1998
Miccosukee Boat Landing January 1994 - December 1995
Davis Group January 1990 - December 1993
Coldwell Banker January 1989 - December 1989
Century 21 January 1986 - December 1988
Union Carbide January 1973 - December 1986
Self-employed January 1961 - December 1973
Skills
Sales and promotions
Education
University of Georgia 1961 — 1966
Bachelor's Degree, Forestry, Summa Cum Laude
Abraham Baldwin Agricultural College 1959 — 1961
Thomas County Central High School 1958 — 1959
High School Diploma
Thomasville City School 1948 — 1958
Owner January 1999 - Present
Waddell & Reed January 1996 - December 1998
Miccosukee Boat Landing January 1994 - December 1995
Davis Group January 1990 - December 1993
Coldwell Banker January 1989 - December 1989
Century 21 January 1986 - December 1988
Union Carbide January 1973 - December 1986
Self-employed January 1961 - December 1973
Skills
Sales and promotions
Education
University of Georgia 1961 — 1966
Bachelor's Degree, Forestry, Summa Cum Laude
Abraham Baldwin Agricultural College 1959 — 1961
Thomas County Central High School 1958 — 1959
High School Diploma
Thomasville City School 1948 — 1958
Blake Dorris Blake Dorris's Waddell & Reed Experience July 2011 - March 2012
Job Financial Analyst at VMG Health
Industry Financial Services
Experience
VMG Health June 2014 - Present
PYA May 2013 - August 2013
Eco-Energy Inc. March 2012 - August 2012
Waddell & Reed July 2011 - March 2012
Skills
Management, Risk Management, Investments, Strategic Financial..., Forecasting, Securities, Financial Analysis, Finance, Financial Modeling, Valuation, Series 7, Corporate Finance, Economics, Data Analysis, Portfolio Management
Education
Auburn University 2012 — 2014
Master of Business Administration (MBA) / MSF
University of Tennessee-Knoxville 2007 — 2011
Bachelors, Finance
VMG Health June 2014 - Present
PYA May 2013 - August 2013
Eco-Energy Inc. March 2012 - August 2012
Waddell & Reed July 2011 - March 2012
Skills
Management, Risk Management, Investments, Strategic Financial..., Forecasting, Securities, Financial Analysis, Finance, Financial Modeling, Valuation, Series 7, Corporate Finance, Economics, Data Analysis, Portfolio Management
Education
Auburn University 2012 — 2014
Master of Business Administration (MBA) / MSF
University of Tennessee-Knoxville 2007 — 2011
Bachelors, Finance
Cathy Snavely's Waddell & Reed Experience November 2012 - Present
Job Income Tax Preparer at Snavely Tax Service
Industry Accounting
Experience
Waddell & Reed November 2012 - Present
HCPMS, Ltd January 2010 - Present
Snavely Tax Service February 1993 - Present
KS Heagy Contractor/Property Maintenance, Inc. January 2005 - January 2010
Shared Offices, Inc. June 1994 - December 2004
Skills
Microsoft Excel, Customer Service, PowerPoint, English, Windows, Outlook, Public Speaking, Budgets, Income Tax, Small Business, Accounting, Tax Returns, Financial Reporting, Administration, Accounts Payable, Accounts Receivable, Administrative..., Invoicing, Payroll, Financial Accounting, Bookkeeping, Account Reconciliation, QuickBooks
Education
Albright College 2011 — 2013
Accounting
Harrisburg Area Community College 1991 — 1994
Associate's degree, Microcomputer Information Systems
Waddell & Reed November 2012 - Present
HCPMS, Ltd January 2010 - Present
Snavely Tax Service February 1993 - Present
KS Heagy Contractor/Property Maintenance, Inc. January 2005 - January 2010
Shared Offices, Inc. June 1994 - December 2004
Skills
Microsoft Excel, Customer Service, PowerPoint, English, Windows, Outlook, Public Speaking, Budgets, Income Tax, Small Business, Accounting, Tax Returns, Financial Reporting, Administration, Accounts Payable, Accounts Receivable, Administrative..., Invoicing, Payroll, Financial Accounting, Bookkeeping, Account Reconciliation, QuickBooks
Education
Albright College 2011 — 2013
Accounting
Harrisburg Area Community College 1991 — 1994
Associate's degree, Microcomputer Information Systems
Parrish Smith Parrish Smith's Waddell & Reed Experience September 2011 - November 2012
Job Director of Marketing and Market Expansion at SmartCross Healthcare
Industry Hospital & Health Care
Experience
SmartCross Healthcare January 2014 - Present
Summit Bank N.A. January 2013 - November 2013
Waddell & Reed September 2011 - November 2012
Merrill Lynch November 1997 - July 2011
Olde Stock Brokers January 1994 - November 1997
Skills
Retirement Planning, Wealth Management, Strategic Financial..., Financial Advisory, IRAs, Wealth, Bonds, Investments, Series 65, Options, Series 7, Uniform Combined State..., Portfolio Management, Finance, Financial Services, Wealth Management..., 401k, Banking, Leadership
Education
Auburn University 1988 — 1993
Finance, Finance
SmartCross Healthcare January 2014 - Present
Summit Bank N.A. January 2013 - November 2013
Waddell & Reed September 2011 - November 2012
Merrill Lynch November 1997 - July 2011
Olde Stock Brokers January 1994 - November 1997
Skills
Retirement Planning, Wealth Management, Strategic Financial..., Financial Advisory, IRAs, Wealth, Bonds, Investments, Series 65, Options, Series 7, Uniform Combined State..., Portfolio Management, Finance, Financial Services, Wealth Management..., 401k, Banking, Leadership
Education
Auburn University 1988 — 1993
Finance, Finance
Daryl Chapman's Waddell & Reed Experience
Job Sr. System Administrator Lead at Waddell & Reed
Industry Financial Services
Experience
Waddell & Reed
Skills
Disaster Recovery, VMware, Storage, SAN Replication, Data Center, Servers, vSphere, Active Directory, SAN, VMware Infrastructure, Citrix, VMware ESX, DHCP, Hyper-V, SCCM
Education
Baker University
Waddell & Reed
Skills
Disaster Recovery, VMware, Storage, SAN Replication, Data Center, Servers, vSphere, Active Directory, SAN, VMware Infrastructure, Citrix, VMware ESX, DHCP, Hyper-V, SCCM
Education
Baker University
Rhonda Roscovius's Waddell & Reed Experience March 2014 - July 2014
Job IT Professional, Data Reporting Expert
Industry Information Technology and Services
Experience
Waddell & Reed March 2014 - July 2014
KSU Foundation August 2006 - December 2013
HealthStream October 2004 - August 2006
Data Management & Research, Inc. May 2003 - October 2004
Skills
Requirements Analysis, Databases, Microsoft SQL Server, Business Analysis, Leadership, Analysis, Project Management, SQL, Visio, Access, Data Analysis, Quality Assurance, Software Project..., Business Intelligence, Integration, .NET, Enterprise Content..., Business Process, ImageNow, Document Management, SQL Server Management..., Process Automation, Computer Information..., CRM, Process Improvement, SDLC, Ad Hoc Reporting, SSRS, Business Process..., Microsoft Excel
Education
Allen County Community College
Associate of Applied Science, Computer Information Systems (CIS)
Wamego High School 1982 — 1985
Waddell & Reed March 2014 - July 2014
KSU Foundation August 2006 - December 2013
HealthStream October 2004 - August 2006
Data Management & Research, Inc. May 2003 - October 2004
Skills
Requirements Analysis, Databases, Microsoft SQL Server, Business Analysis, Leadership, Analysis, Project Management, SQL, Visio, Access, Data Analysis, Quality Assurance, Software Project..., Business Intelligence, Integration, .NET, Enterprise Content..., Business Process, ImageNow, Document Management, SQL Server Management..., Process Automation, Computer Information..., CRM, Process Improvement, SDLC, Ad Hoc Reporting, SSRS, Business Process..., Microsoft Excel
Education
Allen County Community College
Associate of Applied Science, Computer Information Systems (CIS)
Wamego High School 1982 — 1985
Nicole Burl's Waddell & Reed Experience November 2012 - June 2014
Job Investor Relations Associate at Waddell & Reed
Industry Information Technology and Services
Experience
Waddell & Reed November 2012 - June 2014
GoldnDesigns October 2011 - November 2012
National American University 2010 - 2011
Gould Evans 2006 - 2009
Skills
Microsoft Office, Marketing Strategy, Product Development, Strategic Planning, Customer Service, Microsoft Excel, PowerPoint, Project Management, Leadership, Process Improvement, Management, Training, Program Management, Team Leadership
Education
Baker University 1999 — 2002
AA, Business
Waddell & Reed November 2012 - June 2014
GoldnDesigns October 2011 - November 2012
National American University 2010 - 2011
Gould Evans 2006 - 2009
Skills
Microsoft Office, Marketing Strategy, Product Development, Strategic Planning, Customer Service, Microsoft Excel, PowerPoint, Project Management, Leadership, Process Improvement, Management, Training, Program Management, Team Leadership
Education
Baker University 1999 — 2002
AA, Business
Fiore Marino, MBA's Waddell & Reed Experience June 2006 - October 2007
Job Brokerage Associate at Wells Fargo Advisors
Industry Banking
Experience
Wells Fargo Advisors February 2015 - Present
JP Morgan Chase Bank N.A. October 2007 - May 2014
Waddell & Reed June 2006 - October 2007
Vision Nissan March 2001 - December 2005
Club Vacanze - Parmalat May 1995 - September 1995
Skills
Financial Analysis, Banking, Investments, Portfolio Management, Finance, Analysis, Business Planning, Management, Strategy, Financial Modeling, Corporate Finance, Valuation, Budgets, Sales, Risk Management, Credit, Sales Operations, Leadership
Education
Rochester Institute of Technology 2012 — 2013
Master of Business Administration (MBA) - E. Philip Sunders College of Business
Rochester Institute of Technology 2002 — 2006
Bachelors of Science, Management/Finance
Università 'Magna Graecia' di Catanzaro 1995 — 2000
Undergraduate Study, Business Administration
Wells Fargo Advisors February 2015 - Present
JP Morgan Chase Bank N.A. October 2007 - May 2014
Waddell & Reed June 2006 - October 2007
Vision Nissan March 2001 - December 2005
Club Vacanze - Parmalat May 1995 - September 1995
Skills
Financial Analysis, Banking, Investments, Portfolio Management, Finance, Analysis, Business Planning, Management, Strategy, Financial Modeling, Corporate Finance, Valuation, Budgets, Sales, Risk Management, Credit, Sales Operations, Leadership
Education
Rochester Institute of Technology 2012 — 2013
Master of Business Administration (MBA) - E. Philip Sunders College of Business
Rochester Institute of Technology 2002 — 2006
Bachelors of Science, Management/Finance
Università 'Magna Graecia' di Catanzaro 1995 — 2000
Undergraduate Study, Business Administration
Steve Maddex's Waddell & Reed Experience June 2000 - Present
Job Senior Manager of Shareholder Media at Waddell & Reed
Industry Financial Services
Experience
Waddell & Reed June 2000 - Present
Skills
Business Analysis, Customer Service, Financial Services, Marketing, Microsoft Excel, Microsoft Office, Microsoft Word, Mutual Funds, PowerPoint, Process Improvement, Project Management, Strategic Planning, Vendor Management, Analysis, Risk Management
Education
Kansas State University 1987 — 1991
Bachelor of Business Administration (BBA)
Baker University
Master of Business Administration (MBA)
Waddell & Reed June 2000 - Present
Skills
Business Analysis, Customer Service, Financial Services, Marketing, Microsoft Excel, Microsoft Office, Microsoft Word, Mutual Funds, PowerPoint, Process Improvement, Project Management, Strategic Planning, Vendor Management, Analysis, Risk Management
Education
Kansas State University 1987 — 1991
Bachelor of Business Administration (BBA)
Baker University
Master of Business Administration (MBA)
Aaron Edington Aaron Edington's Waddell & Reed Experience June 2014 - August 2014
Job Military Outreach and Benefits Coordinator at Azusa Pacific University
Industry Financial Services
Experience
Santa Clara University May 2015 - Present
Veterans Club at Azusa Pacific University October 2014 - Present
Azusa Pacific University April 2015 - July 2015
Azusa Pacific University 2013 - May 2015
Waddell & Reed June 2014 - August 2014
US Navy 2005 - 2012
Burger King Corporation 2001 - 2003
Skills
Strategic Thinking, Sales Abilities, Time Management, Business Strategy, Analytical Skills, Reliable, Determination to Succeed, Financial Analysis, Finance, Budgets, Marketing, Public Speaking, Leadership, Sales, Forecasting, Customer Service, Microsoft Office, Event Planning, Microsoft Word, PowerPoint, Microsoft Excel, Research, Social Media
Education
Azusa Pacific University 2013 — 2015
Bachelor’s Degree, Business Finance
Columbia College 2011 — 2012
General Studies
West Hills College Coalinga
Associate of Science (A.S.), Psychology
Santa Clara University May 2015 - Present
Veterans Club at Azusa Pacific University October 2014 - Present
Azusa Pacific University April 2015 - July 2015
Azusa Pacific University 2013 - May 2015
Waddell & Reed June 2014 - August 2014
US Navy 2005 - 2012
Burger King Corporation 2001 - 2003
Skills
Strategic Thinking, Sales Abilities, Time Management, Business Strategy, Analytical Skills, Reliable, Determination to Succeed, Financial Analysis, Finance, Budgets, Marketing, Public Speaking, Leadership, Sales, Forecasting, Customer Service, Microsoft Office, Event Planning, Microsoft Word, PowerPoint, Microsoft Excel, Research, Social Media
Education
Azusa Pacific University 2013 — 2015
Bachelor’s Degree, Business Finance
Columbia College 2011 — 2012
General Studies
West Hills College Coalinga
Associate of Science (A.S.), Psychology
Marva LaFon Marva LaFon's Waddell & Reed Experience March 1962 - March 1988
Job Retired at Lazy Days
Industry Writing and Editing
Experience
Lazy Days ManagerDST Health SolutionsMay 1988 - July 2000
Waddell & Reed March 1962 - March 1988
Skills
Research, Microsoft Excel, Microsoft Word, Microsoft Office
Education
Avila University 1973 — 1976
Bachelor's Degree, Business Administration and Management, General
Rockhurst University 1972 — 1974
MBA, Finance, General
Lazy Days ManagerDST Health SolutionsMay 1988 - July 2000
Waddell & Reed March 1962 - March 1988
Skills
Research, Microsoft Excel, Microsoft Word, Microsoft Office
Education
Avila University 1973 — 1976
Bachelor's Degree, Business Administration and Management, General
Rockhurst University 1972 — 1974
MBA, Finance, General
Amine Bensaid Amine Bensaid's Waddell & Reed Experience August 2010 - December 2010
Job Global Data Analyst at Bloomberg LP
Industry Investment Banking
Experience
Bloomberg LP June 2014 - Present
Johns Hopkins University June 2014 - August 2014
Johns Hopkins University January 2014 - May 2014
Bloomberg LP May 2013 - August 2013
Johns Hopkins Equity Analyst Team October 2012 - May 2013
CFA Investment Research Challenge October 2012 - March 2013
Metro Consulting Grid December 2011 - July 2012
University of South Alabama Mitchell College of Business Library August 2010 - August 2011
Waddell & Reed August 2010 - December 2010
Skills
Financial Analysis, Equity Research, Equity Research Analysis, Fundamental Analysis, Technical Analysis, Investments, Equity Trading, Budgeting, Corporate Finance, Financial Planning, Financial Management, Financial Advisory, Forecasting, Strategic Financial..., Managerial Finance, Budgets, Microsoft Excel, Financial Modeling, Valuation, Portfolio Management, Analysis, Finance, Bloomberg Terminal, Financial Reporting, DCF, Bloomberg, Economics, Quantitative Analytics, Trading, Equities, Leadership
Education
The Johns Hopkins University 2012 — 2014
Master of Science (M.S.), Finance
University of South Alabama 2009 — 2011
B.S.B.A, Finance
Al Akhawayn University
Al Akhawayn University
Bloomberg LP June 2014 - Present
Johns Hopkins University June 2014 - August 2014
Johns Hopkins University January 2014 - May 2014
Bloomberg LP May 2013 - August 2013
Johns Hopkins Equity Analyst Team October 2012 - May 2013
CFA Investment Research Challenge October 2012 - March 2013
Metro Consulting Grid December 2011 - July 2012
University of South Alabama Mitchell College of Business Library August 2010 - August 2011
Waddell & Reed August 2010 - December 2010
Skills
Financial Analysis, Equity Research, Equity Research Analysis, Fundamental Analysis, Technical Analysis, Investments, Equity Trading, Budgeting, Corporate Finance, Financial Planning, Financial Management, Financial Advisory, Forecasting, Strategic Financial..., Managerial Finance, Budgets, Microsoft Excel, Financial Modeling, Valuation, Portfolio Management, Analysis, Finance, Bloomberg Terminal, Financial Reporting, DCF, Bloomberg, Economics, Quantitative Analytics, Trading, Equities, Leadership
Education
The Johns Hopkins University 2012 — 2014
Master of Science (M.S.), Finance
University of South Alabama 2009 — 2011
B.S.B.A, Finance
Al Akhawayn University
Al Akhawayn University
Lindsey (Butcher) Morrison, MBA's Waddell & Reed Experience June 2011 - October 2012
Job Business Development Marketing Associate at Tortoise Capital Advisors
Industry Financial Services
Experience
Tortoise Capital Advisors October 2012 - Present
Waddell & Reed June 2011 - October 2012
State Street June 2008 - June 2011
American Century Investments February 2007 - May 2008
American Century Investments July 2005 - February 2007
American Century Investments July 2003 - July 2005
American Century Investments April 2001 - July 2003
Skills
Investments, Mutual Funds, Equities, Investment Management, Investment Strategies, Bloomberg, Account Reconciliation, Marketing Communications, Product Marketing
Education
Baker University 2009 — 2011
MBA
The University of Kansas 1995 — 2000
Communications, Interpersonal and Organizational
Tortoise Capital Advisors October 2012 - Present
Waddell & Reed June 2011 - October 2012
State Street June 2008 - June 2011
American Century Investments February 2007 - May 2008
American Century Investments July 2005 - February 2007
American Century Investments July 2003 - July 2005
American Century Investments April 2001 - July 2003
Skills
Investments, Mutual Funds, Equities, Investment Management, Investment Strategies, Bloomberg, Account Reconciliation, Marketing Communications, Product Marketing
Education
Baker University 2009 — 2011
MBA
The University of Kansas 1995 — 2000
Communications, Interpersonal and Organizational
Brenda Ford Richman Brenda Ford Richman's Waddell & Reed Experience August 2007 - April 2010
Job Relationship Manager at Legacy Financial Strategies, LLC
Industry Investment Management
Experience
Legacy Financial Strategies, LLC July 2014 - Present
Patrons and Farmers Mutual of Missouri March 2013 - March 2014
Brenda Richman Consulting December 2010 - March 2013
Waddell & Reed August 2007 - April 2010
MII Management Group July 2005 - December 2006
MII Management Group May 2004 - July 2005
Meadowbrook Insurance Group January 2003 - May 2004
Dodson Group June 1995 - January 2003
Dodson Group August 1992 - July 1995
Dodson Group November 1990 - July 1992
Skills
Leadership, Strategic Planning, Entrepreneurship, Business Development, Strategic Financial..., Coaching, Underwriting, Financial Planning, Training, Marketing Strategy, Financial Planners, Business Analysis, Presentations, Research, Marketing Management, Brand Management, Business Process Design, Manage Client..., Product Management, Investment Management, Financial Analysis, Critical Thinking, Leading Change, Self-driven, Goal Oriented, Logical Thinker, Customer Experience, Lifelong Learning, Provide Structure to..., Communication Skills, Creative Visualization, Idea Generation, Empower Others by..., Evaluation, Client Experience..., Team Development, Collaboration, Calls Center Management, Optimism, Aquisition Integration, Embrace Challenge, Lifelong Learner, Mentoring, Create Solutions to..., Build Rapport, Problem Solving, Persuader, Innovation, Values Diverse..., Mergers
Education
Avila University 1986 — 1990
Masters, Business Administration
University of Missouri-Kansas City 2008 — 2008
Certifiied Financial Planner Certificate
MidAmerica Nazarene University
Bachelors of Arts, Business
North Kansas City High School
General Manager Development Co
The Executive Experience
Professional Selling Skills (PSS) course
Legacy Financial Strategies, LLC July 2014 - Present
Patrons and Farmers Mutual of Missouri March 2013 - March 2014
Brenda Richman Consulting December 2010 - March 2013
Waddell & Reed August 2007 - April 2010
MII Management Group July 2005 - December 2006
MII Management Group May 2004 - July 2005
Meadowbrook Insurance Group January 2003 - May 2004
Dodson Group June 1995 - January 2003
Dodson Group August 1992 - July 1995
Dodson Group November 1990 - July 1992
Skills
Leadership, Strategic Planning, Entrepreneurship, Business Development, Strategic Financial..., Coaching, Underwriting, Financial Planning, Training, Marketing Strategy, Financial Planners, Business Analysis, Presentations, Research, Marketing Management, Brand Management, Business Process Design, Manage Client..., Product Management, Investment Management, Financial Analysis, Critical Thinking, Leading Change, Self-driven, Goal Oriented, Logical Thinker, Customer Experience, Lifelong Learning, Provide Structure to..., Communication Skills, Creative Visualization, Idea Generation, Empower Others by..., Evaluation, Client Experience..., Team Development, Collaboration, Calls Center Management, Optimism, Aquisition Integration, Embrace Challenge, Lifelong Learner, Mentoring, Create Solutions to..., Build Rapport, Problem Solving, Persuader, Innovation, Values Diverse..., Mergers
Education
Avila University 1986 — 1990
Masters, Business Administration
University of Missouri-Kansas City 2008 — 2008
Certifiied Financial Planner Certificate
MidAmerica Nazarene University
Bachelors of Arts, Business
North Kansas City High School
General Manager Development Co
The Executive Experience
Professional Selling Skills (PSS) course
Abhay Gohel's Waddell & Reed Experience July 2012 - December 2013
Job Founder, VP of Operation at Making Goals Possible Foundation
Industry Nonprofit Organization Management
Experience
Making Goals Possible Foundation August 2013 - Present
CAPS 2014 - 2014
CAPS 2014 - 2014
Waddell & Reed July 2012 - December 2013
Skills
Microsoft Office, Nonprofits, Coaching, Time Management, Teamwork, PowerPoint, Public Speaking, Team Building, Social Networking, Leadership, Strategic Planning, Microsoft Word, Social Media, Marketing, Microsoft Excel, Event Planning, Data Analysis, Research, Program Management
Education
Blue Valley Northwest High School 2011 — 2015
Babson College
Babson college
Babson college
Making Goals Possible Foundation August 2013 - Present
CAPS 2014 - 2014
CAPS 2014 - 2014
Waddell & Reed July 2012 - December 2013
Skills
Microsoft Office, Nonprofits, Coaching, Time Management, Teamwork, PowerPoint, Public Speaking, Team Building, Social Networking, Leadership, Strategic Planning, Microsoft Word, Social Media, Marketing, Microsoft Excel, Event Planning, Data Analysis, Research, Program Management
Education
Blue Valley Northwest High School 2011 — 2015
Babson College
Babson college
Babson college
Dona Lisa Buschmann Dona Lisa Buschmann's Waddell & Reed Experience 1982 - 1984
Job Managing Member/President at Buschmann, Buschmann & Laux Surety Insurance Services, LLC
Industry Insurance
Experience
Buschmann, Buschmann & Laux Surety Insurance Services, LLC May 2008 - Present
The Green Cabinet 2009 - Present
Chartwell Surety & Insurance Agency/Chartwell-Lucini Parish/ABD 1990 - 2008
Waddell & Reed 1982 - 1984
Skills
Surety Bonds, Surety, Bonds, Underwriting, Financial Analysis, Financial Risk, Risk Management, Strategic Planning, Contract Negotiation, Management, Budgets, Brokers, Finance, Negotiation, Team Building, Microsoft Office
Education
University of Phoenix-Sacramento Valley Campus
Master of Business Administration (M.B.A.)
University of Phoenix - Sacramento Campus
Bachelor of Science, Business Administration & Management
American River College
Associate of Arts (A.A.), Business Administration
American River College
Associate of Science (A.S.), Biology/Biological Sciences, General
Marywood High School
Buschmann, Buschmann & Laux Surety Insurance Services, LLC May 2008 - Present
The Green Cabinet 2009 - Present
Chartwell Surety & Insurance Agency/Chartwell-Lucini Parish/ABD 1990 - 2008
Waddell & Reed 1982 - 1984
Skills
Surety Bonds, Surety, Bonds, Underwriting, Financial Analysis, Financial Risk, Risk Management, Strategic Planning, Contract Negotiation, Management, Budgets, Brokers, Finance, Negotiation, Team Building, Microsoft Office
Education
University of Phoenix-Sacramento Valley Campus
Master of Business Administration (M.B.A.)
University of Phoenix - Sacramento Campus
Bachelor of Science, Business Administration & Management
American River College
Associate of Arts (A.A.), Business Administration
American River College
Associate of Science (A.S.), Biology/Biological Sciences, General
Marywood High School
Kylie Schleicher's Waddell & Reed Experience July 2011 - October 2011
Job Director of Quality Assurance at VML
Industry Information Technology and Services
Experience
VML April 2014 - Present
PrescribersConnection October 2011 - March 2014
Waddell & Reed July 2011 - October 2011
J.P. Morgan March 2006 - June 2011
PPM Information Solutions January 2006 - March 2006
Jack Henry & Associates January 2005 - December 2005
La Petite Academy September 2004 - December 2004
Western Wireless April 2004 - August 2004
World Travel Partners March 2004 - April 2004
Sprint June 2001 - December 2003
Skills
Testing, Integration, Consulting, Quality Assurance, SDLC, Requirements Analysis, Agile Methodologies, Business Analysis, Management, Process Improvement, SQL, Software Project..., Vendor Management, Visio
Education
Baker University
Bachelor of Science, Management
VML April 2014 - Present
PrescribersConnection October 2011 - March 2014
Waddell & Reed July 2011 - October 2011
J.P. Morgan March 2006 - June 2011
PPM Information Solutions January 2006 - March 2006
Jack Henry & Associates January 2005 - December 2005
La Petite Academy September 2004 - December 2004
Western Wireless April 2004 - August 2004
World Travel Partners March 2004 - April 2004
Sprint June 2001 - December 2003
Skills
Testing, Integration, Consulting, Quality Assurance, SDLC, Requirements Analysis, Agile Methodologies, Business Analysis, Management, Process Improvement, SQL, Software Project..., Vendor Management, Visio
Education
Baker University
Bachelor of Science, Management
Dustin Dailey, MBA, PMP, CSM, ITIL Dustin Dailey, MBA, PMP, CSM, ITIL's Waddell & Reed Experience October 2005 - October 2006
Job Product Manager at ParentsWare, Inc.
Industry Information Technology and Services
Experience
ParentsWare, Inc. June 2014 - Present
ParentsWare June 2014 - March 2015
Bridgepoint Education November 2006 - April 2014
Ashford University February 2013 - August 2013
Bridgepoint Education October 2011 - October 2012
Bridgepoint Education August 2010 - October 2011
Bridgepoint Education August 2009 - August 2010
Bridgepoint Education November 2006 - August 2009
Waddell & Reed October 2005 - October 2006
Capital One Auto Finance January 2004 - September 2005
Skills
Analysis, Management, Leadership Development, Coaching, Staff Development, Quality Assurance, Educational Technology, Integration, Leadership, Project Management, Organizational..., Change Management, Program Development, Instructional Technology, Strategic Planning, Research, Data Analysis, Program Management, Team Building, Testing, Team Leadership, Portfolio Management, Scrum, System Administration, Adult Education, College Teaching, Software Documentation, Visio, Agile Methodolgy, Agile Methodologies
Education
Ashford University
Master of Business Administration (MBA), Information Systems
ParentsWare, Inc. June 2014 - Present
ParentsWare June 2014 - March 2015
Bridgepoint Education November 2006 - April 2014
Ashford University February 2013 - August 2013
Bridgepoint Education October 2011 - October 2012
Bridgepoint Education August 2010 - October 2011
Bridgepoint Education August 2009 - August 2010
Bridgepoint Education November 2006 - August 2009
Waddell & Reed October 2005 - October 2006
Capital One Auto Finance January 2004 - September 2005
Skills
Analysis, Management, Leadership Development, Coaching, Staff Development, Quality Assurance, Educational Technology, Integration, Leadership, Project Management, Organizational..., Change Management, Program Development, Instructional Technology, Strategic Planning, Research, Data Analysis, Program Management, Team Building, Testing, Team Leadership, Portfolio Management, Scrum, System Administration, Adult Education, College Teaching, Software Documentation, Visio, Agile Methodolgy, Agile Methodologies
Education
Ashford University
Master of Business Administration (MBA), Information Systems
Chelsie (Carson) Morales's Waddell & Reed Experience December 2010 - May 2011
Job Recruiter at Hudl
Industry Consumer Services
Experience
Hudl May 2015 - Present
Hudl June 2014 - April 2015
Carson Institutional Advisory February 2013 - August 2013
Carson Wealth Management Group May 2011 - February 2013
Waddell & Reed December 2010 - May 2011
Skills
Business Strategy, Financial Advisory, Finance, Wealth Management, Strategy, Investments, Securities, Series 7, Trust Management, Fixed Annuities, Marketing, Retirement Planning, Investment Portfolio, Mutual Funds, Microsoft Office, Management, Sales, Leadership, Customer Service
Education
Arizona State University, W. P. Carey School of Business 2013 — 2014
Master of Business Administration (MBA), MBA
University of Nebraska at Kearney 2007 — 2010
Bachelor of Science, Business Administration, Marketing
Elkhorn High School
Hudl May 2015 - Present
Hudl June 2014 - April 2015
Carson Institutional Advisory February 2013 - August 2013
Carson Wealth Management Group May 2011 - February 2013
Waddell & Reed December 2010 - May 2011
Skills
Business Strategy, Financial Advisory, Finance, Wealth Management, Strategy, Investments, Securities, Series 7, Trust Management, Fixed Annuities, Marketing, Retirement Planning, Investment Portfolio, Mutual Funds, Microsoft Office, Management, Sales, Leadership, Customer Service
Education
Arizona State University, W. P. Carey School of Business 2013 — 2014
Master of Business Administration (MBA), MBA
University of Nebraska at Kearney 2007 — 2010
Bachelor of Science, Business Administration, Marketing
Elkhorn High School
Stuart Foust's Waddell & Reed Experience June 2009 - July 2009
Job Senior Analyst, International Tax Accounting at Starwood Hotels & Resorts Worldwide, Inc.
Industry Accounting
Experience
Starwood Hotels & Resorts Worldwide, Inc. May 2014 - Present
BDO USA, LLP July 2013 - May 2014
BDO USA, LLP June 2011 - June 2013
BDO USA, LLP January 2010 - May 2011
Waddell & Reed June 2009 - July 2009
Skills
Accounting, Preparation, Tax Research, Corptax, Tax Compliance, CPA, Corporate Tax, Tax, Tax Accounting, UK Corporation Tax, Partnership Taxation, US Tax, Income Tax, Tax Returns, Tax Preparation, US GAAP, GAAP, SEC filings, International Tax, FIN 48, State Tax, Finance
Education
Arizona State University 2007 — 2011
Master of Taxation, Accountancy
Starwood Hotels & Resorts Worldwide, Inc. May 2014 - Present
BDO USA, LLP July 2013 - May 2014
BDO USA, LLP June 2011 - June 2013
BDO USA, LLP January 2010 - May 2011
Waddell & Reed June 2009 - July 2009
Skills
Accounting, Preparation, Tax Research, Corptax, Tax Compliance, CPA, Corporate Tax, Tax, Tax Accounting, UK Corporation Tax, Partnership Taxation, US Tax, Income Tax, Tax Returns, Tax Preparation, US GAAP, GAAP, SEC filings, International Tax, FIN 48, State Tax, Finance
Education
Arizona State University 2007 — 2011
Master of Taxation, Accountancy
Ashley Pittman's Waddell & Reed Experience August 2007 - October 2010
Job Sales Manager at Nebraska Furniture Mart
Industry Retail
Experience
Nebraska Furniture Mart March 2014 - Present
Nebraska Furniture Mart October 2010 - Present
Nebraska Furniture Mart October 2010 - February 2014
Waddell & Reed August 2007 - October 2010
UPS Supply Chain Solutions February 2004 - March 2007
Skills
Microsoft Office, Microsoft Excel, Retail, Microsoft Word, Inventory Management, Time Management, PowerPoint, Outlook, Data Entry, Sales, Customer Satisfaction, Merchandising, Teamwork, Team Building, Training, Management, Leadership, Access, Team Leadership, Process Improvement, Visual Merchandising, Coaching, Call Centers, Logistics, Operations Management, Event Planning, Telephone Skills, Store Management, Event Management, Retail Sales, Hospitality, Inventory Control, Marketing, Social Media, Public Speaking
Education
Baker University 2014 — 2017
The University of Kansas 2002 — 2003
Political Science
Nebraska Furniture Mart March 2014 - Present
Nebraska Furniture Mart October 2010 - Present
Nebraska Furniture Mart October 2010 - February 2014
Waddell & Reed August 2007 - October 2010
UPS Supply Chain Solutions February 2004 - March 2007
Skills
Microsoft Office, Microsoft Excel, Retail, Microsoft Word, Inventory Management, Time Management, PowerPoint, Outlook, Data Entry, Sales, Customer Satisfaction, Merchandising, Teamwork, Team Building, Training, Management, Leadership, Access, Team Leadership, Process Improvement, Visual Merchandising, Coaching, Call Centers, Logistics, Operations Management, Event Planning, Telephone Skills, Store Management, Event Management, Retail Sales, Hospitality, Inventory Control, Marketing, Social Media, Public Speaking
Education
Baker University 2014 — 2017
The University of Kansas 2002 — 2003
Political Science
Rene Sweeney Rene Sweeney's Waddell & Reed Experience July 2007 - October 2009
Job CEO/Designer at Lela Pearce Swimwear
Industry Apparel & Fashion
Experience
Lela Pearce Swimwear February 2013 - Present
FIDM June 2011 - December 2012
Perry Ellis International May 2010 - August 2010
Waddell & Reed July 2007 - October 2009
Keller Williams Realty April 2005 - July 2007
Skills
Computer Aided Design, Technical Design, Flat Sketching, Strong Color Sense, Capable of Lab Dips, Knowledge of Garment..., Microsoft Office (Word,..., Adobe Illustrator CS5, Assortment and Line..., Tech Packs, Garment Cost Sheets
Education
Fashion Institute of Design & Merchandising 2009 — 2011
AA, Product Development, 3.9
Arizona School of Insurance and Securities 2007 — 2007
Series 6 Securities License, Series 63 Life/Health License, Mutual Funds, Life/Health Insurance
Arizona School of Real Estate 2005 — 2005
Arizona Real Estate License, Real Estate Practices
Arizona State University 2000 — 2004
Bachelor of Science, Justice Studies Major, Psychology Minor, Magna Cum Laude, 3.8 GPA
Lela Pearce Swimwear February 2013 - Present
FIDM June 2011 - December 2012
Perry Ellis International May 2010 - August 2010
Waddell & Reed July 2007 - October 2009
Keller Williams Realty April 2005 - July 2007
Skills
Computer Aided Design, Technical Design, Flat Sketching, Strong Color Sense, Capable of Lab Dips, Knowledge of Garment..., Microsoft Office (Word,..., Adobe Illustrator CS5, Assortment and Line..., Tech Packs, Garment Cost Sheets
Education
Fashion Institute of Design & Merchandising 2009 — 2011
AA, Product Development, 3.9
Arizona School of Insurance and Securities 2007 — 2007
Series 6 Securities License, Series 63 Life/Health License, Mutual Funds, Life/Health Insurance
Arizona School of Real Estate 2005 — 2005
Arizona Real Estate License, Real Estate Practices
Arizona State University 2000 — 2004
Bachelor of Science, Justice Studies Major, Psychology Minor, Magna Cum Laude, 3.8 GPA
Nicholas Fimbrez's Waddell & Reed Experience September 2014 - June 2015
Job Recreation Leader at City of San José
Industry Financial Services
Experience
City of San José May 2015 - Present
Waddell & Reed September 2014 - June 2015
City of San José June 2008 - April 2015
Fastenal May 2013 - May 2014
San Jose Giants May 2011 - September 2011
Skills
Social Media, Event Management, Social Networking, Customer Service, Facebook, Microsoft Office, Editing, Event Planning, Microsoft Excel, Microsoft Word
Education
Azusa Pacific University 2011 — 2015
Bachelor of Science (B.S.), Finance, General
City of San José May 2015 - Present
Waddell & Reed September 2014 - June 2015
City of San José June 2008 - April 2015
Fastenal May 2013 - May 2014
San Jose Giants May 2011 - September 2011
Skills
Social Media, Event Management, Social Networking, Customer Service, Facebook, Microsoft Office, Editing, Event Planning, Microsoft Excel, Microsoft Word
Education
Azusa Pacific University 2011 — 2015
Bachelor of Science (B.S.), Finance, General
Antonio Scaletti's Waddell & Reed Experience May 2012 - July 2013
Job Portfolio Manager
Industry Financial Services
Experience
MassMutual San Francisco November 2014 - July 2015
Scaletti Family July 2013 - November 2014
Cowell Homeowners Association August 2012 - September 2014
Waddell & Reed May 2012 - July 2013
University of San Francisco September 2010 - May 2011
University of San Francisco September 2009 - May 2011
High Frequency Trading Firm 2010 - 2011
Merrill Lynch 2010 - 2010
Skills
Portfolio Management, Trading, Strategy, Risk Management, Options, Asset Management, Investment Strategies, Financial Modeling, Hedge Funds, Wealth Management, Alternative Investments
Education
University of San Francisco 2007 — 2011
Bachelor's Degree, Finance
American Business School Paris 2009 — 2010
Bachelor's Degree, Finance
De La Salle High School 2003 — 2007
MassMutual San Francisco November 2014 - July 2015
Scaletti Family July 2013 - November 2014
Cowell Homeowners Association August 2012 - September 2014
Waddell & Reed May 2012 - July 2013
University of San Francisco September 2010 - May 2011
University of San Francisco September 2009 - May 2011
High Frequency Trading Firm 2010 - 2011
Merrill Lynch 2010 - 2010
Skills
Portfolio Management, Trading, Strategy, Risk Management, Options, Asset Management, Investment Strategies, Financial Modeling, Hedge Funds, Wealth Management, Alternative Investments
Education
University of San Francisco 2007 — 2011
Bachelor's Degree, Finance
American Business School Paris 2009 — 2010
Bachelor's Degree, Finance
De La Salle High School 2003 — 2007
Lindsay Leibach's Waddell & Reed Experience January 2015 - Present
Job Classic Broker/Dealer Services at Waddell & Reed
Industry International Affairs
Experience
Waddell & Reed January 2015 - Present
AXA Geschäftsstelle January 2013 - January 2013
AXA Geschäftsstelle December 2011 - January 2012
Skills
Research, Microsoft Office, International Relations, PowerPoint, English, Public Speaking, Microsoft Word, Microsoft Excel, Teamwork, Social Media, International Studies, Interpersonal..., Editing, Critical Thinking, International Human..., Intercultural..., European Studies
Education
Baker University 2011 — 2013
Bachelor of Arts, International Studies
Johnson County Community College 2007 — 2009
Associate of Arts (A.A.), Administration of Justice
Shawnee Mission West 2000 — 2004
Diploma, High School/Secondary Diplomas and Certificates
Waddell & Reed January 2015 - Present
AXA Geschäftsstelle January 2013 - January 2013
AXA Geschäftsstelle December 2011 - January 2012
Skills
Research, Microsoft Office, International Relations, PowerPoint, English, Public Speaking, Microsoft Word, Microsoft Excel, Teamwork, Social Media, International Studies, Interpersonal..., Editing, Critical Thinking, International Human..., Intercultural..., European Studies
Education
Baker University 2011 — 2013
Bachelor of Arts, International Studies
Johnson County Community College 2007 — 2009
Associate of Arts (A.A.), Administration of Justice
Shawnee Mission West 2000 — 2004
Diploma, High School/Secondary Diplomas and Certificates
Brian Finnigan Brian Finnigan's Waddell & Reed Experience November 2008 - May 2009
Job Investment Company/IBD/RIA CMO Seeking Opportunity at a Conscious Business
Industry Financial Services
Experience
1st Global May 2009 - August 2015
Trusted World 2013 - 2014
Waddell & Reed November 2008 - May 2009
LPL Financial Services December 2006 - September 2008
Russell Investment Group January 2004 - December 2006
WM Group of Funds May 2001 - December 2003
Informed Investors May 1999 - May 2001
Skills
Brand Development, Change Leadership, Strategic Communications, Financial Advisor..., Public Relations, Event Leadership, Market Research, New Business Development, Organizational..., Wealth Management..., Education, Leadership, Strategy, Advertising, Public Speaking, Budgets, Executive Management, Marketing, Marketing Communications, Integrated Marketing, Marketing Strategy, Investments, Financial Services, Corporate Communications, Sales, Organizational..., Start-ups, Sales Operations, CRM, Change Management, Strategic Planning, Management, Mutual Funds, Portfolio Management, Online Advertising, Alternative Investments, Wealth Management, Strategic Financial..., Financial Planning
Education
University of Idaho
BS Public Communication, Marketing, PR, Psychology
Ambassador University
B.A., Music, Theology, Psychology
1st Global May 2009 - August 2015
Trusted World 2013 - 2014
Waddell & Reed November 2008 - May 2009
LPL Financial Services December 2006 - September 2008
Russell Investment Group January 2004 - December 2006
WM Group of Funds May 2001 - December 2003
Informed Investors May 1999 - May 2001
Skills
Brand Development, Change Leadership, Strategic Communications, Financial Advisor..., Public Relations, Event Leadership, Market Research, New Business Development, Organizational..., Wealth Management..., Education, Leadership, Strategy, Advertising, Public Speaking, Budgets, Executive Management, Marketing, Marketing Communications, Integrated Marketing, Marketing Strategy, Investments, Financial Services, Corporate Communications, Sales, Organizational..., Start-ups, Sales Operations, CRM, Change Management, Strategic Planning, Management, Mutual Funds, Portfolio Management, Online Advertising, Alternative Investments, Wealth Management, Strategic Financial..., Financial Planning
Education
University of Idaho
BS Public Communication, Marketing, PR, Psychology
Ambassador University
B.A., Music, Theology, Psychology
Chris Cravey Chris Cravey's Waddell & Reed Experience 2008 - October 2010
Job Finance Manager at UPS
Industry Transportation/Trucking/Railroad
Experience
UPS April 2015 - Present
UPS August 2014 - March 2015
UPS July 2013 - August 2014
UPS Supply Chain Solutions November 2010 - July 2013
Waddell & Reed 2008 - October 2010
Auburn Network, Inc. 2007 - 2008
ISP Sports 2006 - 2008
Skills
Financial Analysis, Financial Reporting, DCF, Z Score, Project Management, Financial Planning, Microsoft Excel, Series 7, Series 66, CRPC, Strategic Financial...
Education
Auburn University 2003 — 2008
Bachelor of Science in Business Administration, Finance, General
UPS April 2015 - Present
UPS August 2014 - March 2015
UPS July 2013 - August 2014
UPS Supply Chain Solutions November 2010 - July 2013
Waddell & Reed 2008 - October 2010
Auburn Network, Inc. 2007 - 2008
ISP Sports 2006 - 2008
Skills
Financial Analysis, Financial Reporting, DCF, Z Score, Project Management, Financial Planning, Microsoft Excel, Series 7, Series 66, CRPC, Strategic Financial...
Education
Auburn University 2003 — 2008
Bachelor of Science in Business Administration, Finance, General
Todd Travis, MBA Todd Travis, MBA's Waddell & Reed Experience July 2008 - May 2010
Job Experienced Engineering and Finance Professional
Industry Financial Services
Experience
USAA August 2010 - June 2011
Waddell & Reed July 2008 - May 2010
First Quality July 2007 - June 2008
Yale Commercial Locks June 2004 - June 2007
CommScope, Inc. June 2000 - June 2004
Skills
Six Sigma, Cross-functional Team..., Process Improvement, Continuous Improvement, Engineering, Project Management, Product Development, DMAIC, Process Engineering, Strategic Planning, Automation, Kaizen, Manufacturing, Budgets, Training, Microsoft Excel, Supply Chain Management, Forecasting, Supply Chain, Data Analysis, ERP, Root Cause Analysis, Financial Analysis, Lean Manufacturing, Strategic Sourcing, Operations Management, Asset Allocation, Investments, Finance, Portfolio Management, Microsoft Office, 5S
Education
Arizona State University, W. P. Carey School of Business 2012 — 2014
Master of Business Administration (M.B.A.), Finance, Graduated Cum Laude, 4.00
Georgia Institute of Technology 1995 — 2000
Bachelor's Degree, Mechanical Engineering
USAA August 2010 - June 2011
Waddell & Reed July 2008 - May 2010
First Quality July 2007 - June 2008
Yale Commercial Locks June 2004 - June 2007
CommScope, Inc. June 2000 - June 2004
Skills
Six Sigma, Cross-functional Team..., Process Improvement, Continuous Improvement, Engineering, Project Management, Product Development, DMAIC, Process Engineering, Strategic Planning, Automation, Kaizen, Manufacturing, Budgets, Training, Microsoft Excel, Supply Chain Management, Forecasting, Supply Chain, Data Analysis, ERP, Root Cause Analysis, Financial Analysis, Lean Manufacturing, Strategic Sourcing, Operations Management, Asset Allocation, Investments, Finance, Portfolio Management, Microsoft Office, 5S
Education
Arizona State University, W. P. Carey School of Business 2012 — 2014
Master of Business Administration (M.B.A.), Finance, Graduated Cum Laude, 4.00
Georgia Institute of Technology 1995 — 2000
Bachelor's Degree, Mechanical Engineering
B.J. Solt's Waddell & Reed Experience April 2015 - Present
Job Corporate Actions Unit Manager at Waddell & Reed
Industry Financial Services
Experience
Waddell & Reed April 2015 - Present
Waddell & Reed April 2012 - Present
Technisource August 2010 - January 2012
Waddell & Reed Financial Services August 2007 - May 2010
Kansas State Credit Union 2000 - 2003
Skills
Compliance, Mutual Funds, Financial Services, Loans, Risk Management, Business Analysis, Financial Analysis, Process Improvement, Team Leadership, Vendor Management, Interviews, Customer Service, Access, Management, Financial Advisory, Employee Training, Team Building, SDLC
Education
Kansas State University 1999 — 2004
Bachelor of Science, Marketing & International Business
Baker University 2008 — 2010
MBA
Thomas More Prep-Marian
Waddell & Reed April 2015 - Present
Waddell & Reed April 2012 - Present
Technisource August 2010 - January 2012
Waddell & Reed Financial Services August 2007 - May 2010
Kansas State Credit Union 2000 - 2003
Skills
Compliance, Mutual Funds, Financial Services, Loans, Risk Management, Business Analysis, Financial Analysis, Process Improvement, Team Leadership, Vendor Management, Interviews, Customer Service, Access, Management, Financial Advisory, Employee Training, Team Building, SDLC
Education
Kansas State University 1999 — 2004
Bachelor of Science, Marketing & International Business
Baker University 2008 — 2010
MBA
Thomas More Prep-Marian
Paige Rexrode Paige Rexrode's Waddell & Reed Experience November 2014 - Present
Job Financial Advisor at Waddell & Reed
Industry Financial Services
Experience
Waddell & Reed November 2014 - Present
SDL plc October 2012 - November 2014
BEDOUK Meetings & Events Media March 2012 - August 2012
Slawinski Auction Company June 2004 - December 2011
Walkabout Hotel and Pub January 2010 - August 2010
Skills
Photoshop, Microsoft Office, Research, Social Media, Digital Photography, Microsoft Word, Adobe Creative Suite, Editing, PowerPoint, Public Speaking, Microsoft Excel, French, Translation, Project Management, Hospitality Industry, Social Media Marketing, Public Relations, Localization, Quote Preparation, Fundraising, Management, Leadership, Online Marketing, Email Marketing, Marketing Communications
Education
University of Massachusetts, Amherst 2004 — 2007
Bachelor's degree, French Language and Literature, Magna Cum Laude
Universite Aix-Marseille III 2004 — 2005
Certificate, French Language and Interpretation/Translation
IFE
Waddell & Reed November 2014 - Present
SDL plc October 2012 - November 2014
BEDOUK Meetings & Events Media March 2012 - August 2012
Slawinski Auction Company June 2004 - December 2011
Walkabout Hotel and Pub January 2010 - August 2010
Skills
Photoshop, Microsoft Office, Research, Social Media, Digital Photography, Microsoft Word, Adobe Creative Suite, Editing, PowerPoint, Public Speaking, Microsoft Excel, French, Translation, Project Management, Hospitality Industry, Social Media Marketing, Public Relations, Localization, Quote Preparation, Fundraising, Management, Leadership, Online Marketing, Email Marketing, Marketing Communications
Education
University of Massachusetts, Amherst 2004 — 2007
Bachelor's degree, French Language and Literature, Magna Cum Laude
Universite Aix-Marseille III 2004 — 2005
Certificate, French Language and Interpretation/Translation
IFE
Brett Celani Brett Celani's Waddell & Reed Experience December 2013 - May 2014
Job Business Development at ProsperWorks Inc.
Industry Gambling & Casinos
Experience
ProsperWorks Inc. September 2015 - Present
BioLab Robotics January 2015 - August 2015
AFEX August 2014 - January 2015
Waddell & Reed December 2013 - May 2014
Northwestern Mutual June 2012 - October 2012
Skills
Financial Analysis, Investments, Finance, Sales, Foreign Exchange, Disability Insurance, Retirement Planning, Strategic Financial..., Fixed Annuities, Retirement, Wealth Management, Mutual Funds, Life Insurance, Financial Modeling, Estate Planning, Insurance, Financial Planning, Microsoft Excel, PowerPoint, Customer Service, Leadership, Social Media, Microsoft Office
Education
Arizona State University, W. P. Carey School of Business 2008 — 2013
Bachelor of Science (B.S.), Business Economics
ProsperWorks Inc. September 2015 - Present
BioLab Robotics January 2015 - August 2015
AFEX August 2014 - January 2015
Waddell & Reed December 2013 - May 2014
Northwestern Mutual June 2012 - October 2012
Skills
Financial Analysis, Investments, Finance, Sales, Foreign Exchange, Disability Insurance, Retirement Planning, Strategic Financial..., Fixed Annuities, Retirement, Wealth Management, Mutual Funds, Life Insurance, Financial Modeling, Estate Planning, Insurance, Financial Planning, Microsoft Excel, PowerPoint, Customer Service, Leadership, Social Media, Microsoft Office
Education
Arizona State University, W. P. Carey School of Business 2008 — 2013
Bachelor of Science (B.S.), Business Economics
Brad Cantrill, CFP®, JD Brad Cantrill, CFP®, JD's Waddell & Reed Experience June 2001 - January 2003
Job President, Cantrill Financial Group LLC
Industry Financial Services
Experience
Cantrill Financial Group, LLC November 2006 - Present
Sagemark Consulting January 2003 - October 2006
Waddell & Reed June 2001 - January 2003
Skills
Investment Advisory, Retirement Planning, Estate Planning, Strategic Financial..., Risk Management..., Wealth Management and..., Income Distribution..., Section 79 Plans, Wealth Management, Investments, Series 7, Mutual Funds, Series 63, Financial Advisory, IRA Distribution...
Education
Southern Methodist University 1997 — 2000
J.D., Law
Austin College 1993 — 1997
B.A., English, History
Jesuit 1991 — 1993
High School Diploma
Cantrill Financial Group, LLC November 2006 - Present
Sagemark Consulting January 2003 - October 2006
Waddell & Reed June 2001 - January 2003
Skills
Investment Advisory, Retirement Planning, Estate Planning, Strategic Financial..., Risk Management..., Wealth Management and..., Income Distribution..., Section 79 Plans, Wealth Management, Investments, Series 7, Mutual Funds, Series 63, Financial Advisory, IRA Distribution...
Education
Southern Methodist University 1997 — 2000
J.D., Law
Austin College 1993 — 1997
B.A., English, History
Jesuit 1991 — 1993
High School Diploma
Ethan Bauer's Waddell & Reed Experience June 2013 - July 2015
Job Senior Analyst at Goldman Sachs
Industry Accounting
Experience
Goldman Sachs August 2015 - Present
Waddell & Reed June 2013 - July 2015
State Street June 2012 - August 2012
State Street June 2011 - August 2011
Education
Baker University 2009 — 2013
Bachelor's Degree, Accounting and Finance
Goldman Sachs August 2015 - Present
Waddell & Reed June 2013 - July 2015
State Street June 2012 - August 2012
State Street June 2011 - August 2011
Education
Baker University 2009 — 2013
Bachelor's Degree, Accounting and Finance
Brian Steensma Brian Steensma's Waddell & Reed Experience July 2006 - August 2008
Job Financial Analyst at OHSU
Industry Hospital & Health Care
Experience
OHSU September 2012 - Present
Gaian Systems September 2008 - September 2012
Empowerment Initiatives January 2011 - March 2012
Rubicon Global Advisors March 2010 - January 2011
Get Me Quotes September 2009 - January 2010
Green Lodging Partners August 2008 - June 2009
Waddell & Reed July 2006 - August 2008
Etnoteam (Italy) September 2005 - April 2006
Fine Art Enterprises February 2003 - November 2004
University of California at Santa Cruz April 2003 - July 2004
Skills
Budgeting, Asset Management, Investments, Financial Modeling, Accounting, QuickBooks, Applied Mathematics, Financial Control, Statistical Analysis, Corporate Finance, Executive Management, Budgets, Statistics, Leadership, Asset Managment, Financial Analysis, Business Planning, Valuation, Mergers & Acquisitions, Strategic Financial..., Strategy, Finance, Risk Management, Marketing, Financial Audits, Analysis, Management, Public Speaking
Education
Istituto Universitario di Studi Superiori Pavia 2005 — 2006
M.Sc., Management of Complex Systems
University of California, Santa Cruz 1998 — 2002
B.A., Computational Mathematics
OHSU September 2012 - Present
Gaian Systems September 2008 - September 2012
Empowerment Initiatives January 2011 - March 2012
Rubicon Global Advisors March 2010 - January 2011
Get Me Quotes September 2009 - January 2010
Green Lodging Partners August 2008 - June 2009
Waddell & Reed July 2006 - August 2008
Etnoteam (Italy) September 2005 - April 2006
Fine Art Enterprises February 2003 - November 2004
University of California at Santa Cruz April 2003 - July 2004
Skills
Budgeting, Asset Management, Investments, Financial Modeling, Accounting, QuickBooks, Applied Mathematics, Financial Control, Statistical Analysis, Corporate Finance, Executive Management, Budgets, Statistics, Leadership, Asset Managment, Financial Analysis, Business Planning, Valuation, Mergers & Acquisitions, Strategic Financial..., Strategy, Finance, Risk Management, Marketing, Financial Audits, Analysis, Management, Public Speaking
Education
Istituto Universitario di Studi Superiori Pavia 2005 — 2006
M.Sc., Management of Complex Systems
University of California, Santa Cruz 1998 — 2002
B.A., Computational Mathematics
Alisha Cobbins's Waddell & Reed Experience January 2010 - October 2011
Job Analyst at Cerner Corporation
Industry Information Technology and Services
Experience
Cerner Corporation 2011 - Present
Waddell & Reed January 2010 - October 2011
Capitol Federal Savings Bank February 2004 - July 2009
Capitol Federal Savings 2004 - 2009
Education
Baker University 2008 — 2010
Master of Business Administration (MBA), Business Administration and Management, General, 3.9
University of Kansas 2004 — 2008
Bachelor of Applied Science (BASc), Psychology
Cerner Corporation 2011 - Present
Waddell & Reed January 2010 - October 2011
Capitol Federal Savings Bank February 2004 - July 2009
Capitol Federal Savings 2004 - 2009
Education
Baker University 2008 — 2010
Master of Business Administration (MBA), Business Administration and Management, General, 3.9
University of Kansas 2004 — 2008
Bachelor of Applied Science (BASc), Psychology
Michelle McNitt's Waddell & Reed Experience June 2013 - Present
Job Waddell & Reed Investment Management Company
Industry Financial Services
Experience
Waddell & Reed June 2013 - Present
New York Life April 2009 - June 2013
Merrill Lynch April 2007 - April 2009
Waddell & Reed Financial Services September 2006 - April 2007
Skills
Financial Analysis, Retirement, Insurance, Excel, Customer Relations, People-oriented, Access, Attention To Detail, Mutual Funds, Problem Solving, Team Leadership, Case Managment, Leadership, Multi Tasking, Life Insurance, Microsoft Excel, Customer Service, Analysis, Banking, Budgets, Finance, Financial Services, Microsoft Office, Project Management, Public Speaking, Time Management, Training
Education
Baker University 2010 — 2012
Master of Business Administration
Kansas State University
Bachelor of Science, Family Studies and Human Services; Personal Financial Planning
Spring Hill
Waddell & Reed June 2013 - Present
New York Life April 2009 - June 2013
Merrill Lynch April 2007 - April 2009
Waddell & Reed Financial Services September 2006 - April 2007
Skills
Financial Analysis, Retirement, Insurance, Excel, Customer Relations, People-oriented, Access, Attention To Detail, Mutual Funds, Problem Solving, Team Leadership, Case Managment, Leadership, Multi Tasking, Life Insurance, Microsoft Excel, Customer Service, Analysis, Banking, Budgets, Finance, Financial Services, Microsoft Office, Project Management, Public Speaking, Time Management, Training
Education
Baker University 2010 — 2012
Master of Business Administration
Kansas State University
Bachelor of Science, Family Studies and Human Services; Personal Financial Planning
Spring Hill
Gifford Newbury Gifford Newbury's Waddell & Reed Experience October 2011 - October 2012
Job Advisor Support at Sagepoint Financial
Industry Accounting
Experience
SagePoint Financial October 2012 - Present
Waddell & Reed October 2011 - October 2012
Catholic Charities of Arizona April 2011 - February 2012
TAX Savers December 2010 - August 2011
Wells Fargo June 2010 - November 2010
Liberty Tax Service January 2009 - May 2009
Virmedice December 2007 - December 2008
Strategic Marketing Enterprises February 2007 - September 2007
Ace Hardware September 2006 - January 2007
Skills
Accounting
Education
Arizona State University West 2007 — 2009
Bachelors, Accounting
Glendale Community College
Associate of Science (AS), Accounting
SagePoint Financial October 2012 - Present
Waddell & Reed October 2011 - October 2012
Catholic Charities of Arizona April 2011 - February 2012
TAX Savers December 2010 - August 2011
Wells Fargo June 2010 - November 2010
Liberty Tax Service January 2009 - May 2009
Virmedice December 2007 - December 2008
Strategic Marketing Enterprises February 2007 - September 2007
Ace Hardware September 2006 - January 2007
Skills
Accounting
Education
Arizona State University West 2007 — 2009
Bachelors, Accounting
Glendale Community College
Associate of Science (AS), Accounting
Kolleen O'Brien Kolleen O'Brien's Waddell & Reed Experience Marketing Channel ManagerIvy Funds Distributor, Inc.September 2014 - Present
Job Marketing Channel Manager at Ivy Funds Distributor, Inc.
Industry Financial Services
Experience
Waddell & Reed Marketing Channel ManagerIvy Funds Distributor, Inc.September 2014 - Present
Waddell & Reed December 2003 - December 2007
Education
Avila University
Master of Business Administration (MBA)
Emporia State University
Bachelor of Business Administration (BBA)
Waddell & Reed Marketing Channel ManagerIvy Funds Distributor, Inc.September 2014 - Present
Waddell & Reed December 2003 - December 2007
Education
Avila University
Master of Business Administration (MBA)
Emporia State University
Bachelor of Business Administration (BBA)
Bob Drury's Waddell & Reed Experience January 1998 - December 2005
Job Investment Consultant at LPL Finanical
Industry Financial Services
Experience
LPL Financial January 2006 - Present
Waddell & Reed January 1998 - December 2005
Skills
Retirement Planning, Wealth Management, Mutual Funds, Investments, Asset Allocation, Retirement, Portfolio Management, Investment Strategies, Securities, Finance
Education
American International College 1976 — 1981
Bachelor's Degree, BSBA
St. Joseph's Central High School
Pittsfield, MA
LPL Financial January 2006 - Present
Waddell & Reed January 1998 - December 2005
Skills
Retirement Planning, Wealth Management, Mutual Funds, Investments, Asset Allocation, Retirement, Portfolio Management, Investment Strategies, Securities, Finance
Education
American International College 1976 — 1981
Bachelor's Degree, BSBA
St. Joseph's Central High School
Pittsfield, MA
Jason Codrea's Waddell & Reed Experience July 2003 - December 2009
Job Codrea Financial Services
Industry Financial Services
Experience
Codrea Financial Services 2009 - Present
Waddell & Reed July 2003 - December 2009
First Touch Soccer January 2001 - May 2003
Skills
Retirement Planning, Insurance, Strategic Financial..., Investments, Finance, Disability Insurance, Small Business, Financial Goals, Retirement, Securities, Long Term Care Insurance, FINRA, Analysis
Education
Anderson University 1999 — 2003
Bachelors, Finance
Codrea Financial Services 2009 - Present
Waddell & Reed July 2003 - December 2009
First Touch Soccer January 2001 - May 2003
Skills
Retirement Planning, Insurance, Strategic Financial..., Investments, Finance, Disability Insurance, Small Business, Financial Goals, Retirement, Securities, Long Term Care Insurance, FINRA, Analysis
Education
Anderson University 1999 — 2003
Bachelors, Finance
Lindsey A. Cannata's Waddell & Reed Experience May 2012 - August 2012
Job Associate Advisor at J.P. Cannata & Associates
Industry Financial Services
Experience
J.P. Cannata & Associates July 2013 - Present
Waddell & Reed May 2012 - August 2012
Waddell & Reed September 2011 - May 2012
J.P. Cannata & Associates June 2011 - August 2011
Education
Augustana College 2009 — 2013
Bachelor of Arts (BA), Finance, General
DePaul University
J.P. Cannata & Associates July 2013 - Present
Waddell & Reed May 2012 - August 2012
Waddell & Reed September 2011 - May 2012
J.P. Cannata & Associates June 2011 - August 2011
Education
Augustana College 2009 — 2013
Bachelor of Arts (BA), Finance, General
DePaul University
Oliver Bergson Oliver Bergson's Waddell & Reed Experience February 2015 - Present
Job Intern at Waddell & Reed
Industry Financial Services
Experience
Waddell & Reed February 2015 - Present
The Edge Restaurant August 2014 - Present
Harbor Blue Seafood, Inc. May 2011 - Present
Davy's Locker Restaurant May 2012 - October 2013
Skills
Microsoft Word, Microsoft Excel, QuickBooks, Photoshop, Microsoft Office, Outlook, Google Docs, Moodle, Blackboard, Interpersonal Skill, Conflict Management, Crisis Management, Critical Thinking, Team Leadership, Customer Service
Education
University of Massachusetts Dartmouth 2011 — 2015
Bachelor's Degree, Finance, General
IHM Business School 2012 — 2012
Dartmouth High School
Waddell & Reed February 2015 - Present
The Edge Restaurant August 2014 - Present
Harbor Blue Seafood, Inc. May 2011 - Present
Davy's Locker Restaurant May 2012 - October 2013
Skills
Microsoft Word, Microsoft Excel, QuickBooks, Photoshop, Microsoft Office, Outlook, Google Docs, Moodle, Blackboard, Interpersonal Skill, Conflict Management, Crisis Management, Critical Thinking, Team Leadership, Customer Service
Education
University of Massachusetts Dartmouth 2011 — 2015
Bachelor's Degree, Finance, General
IHM Business School 2012 — 2012
Dartmouth High School
Manda (Engel) Terrill's Waddell & Reed Experience April 2007 - July 2007
Job Project Coordinator at Kforce
Industry Staffing and Recruiting
Experience
Kforce June 2010 - Present
Desert Schools Federal Credit Union November 2009 - April 2010
Desert Schools Federal Credit Union February 2009 - November 2009
Desert Schools Federal Credit Union July 2007 - February 2009
Waddell & Reed April 2007 - July 2007
Waddell & Reed November 2005 - April 2007
Skills
Staffing Services, Organization &..., Collaborative..., Highly detail oriented, Problem Solving, Multitasking Skills, Teamwork, Creativity, Leadership, Goal Oriented, Business Process Mapping, Always Willing to Learn, American Sign Language, Project Management, Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft Publisher, Microsoft Office 2007, Outlook, PowerPoint, Adobe, Visio, SharePoint, MS Project, MODx, SnagIt, Captivate, Prosperity, Internet Research, WebEx, MeetingPlace, Website Development, Content Development, Information Technology, Finance, Personal Finance, Personal Development, Resume Writing, Training, Permanent Placement, Internet Recruiting, CRM, Technical Recruiting, Management, Temporary Placement, Interviews, Account Management, Stewardship, Professional Services
Education
Arizona State University 2003 — 2010
Bachelor of Science in Liberal Studies, Liberal Arts and Sciences/Liberal Studies
Chandler/Gilbert Community College 2003 — 2007
Certificate of Science in Crime and Intelligence Analyst, Crime and Intelligence Analyst
Kforce June 2010 - Present
Desert Schools Federal Credit Union November 2009 - April 2010
Desert Schools Federal Credit Union February 2009 - November 2009
Desert Schools Federal Credit Union July 2007 - February 2009
Waddell & Reed April 2007 - July 2007
Waddell & Reed November 2005 - April 2007
Skills
Staffing Services, Organization &..., Collaborative..., Highly detail oriented, Problem Solving, Multitasking Skills, Teamwork, Creativity, Leadership, Goal Oriented, Business Process Mapping, Always Willing to Learn, American Sign Language, Project Management, Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft Publisher, Microsoft Office 2007, Outlook, PowerPoint, Adobe, Visio, SharePoint, MS Project, MODx, SnagIt, Captivate, Prosperity, Internet Research, WebEx, MeetingPlace, Website Development, Content Development, Information Technology, Finance, Personal Finance, Personal Development, Resume Writing, Training, Permanent Placement, Internet Recruiting, CRM, Technical Recruiting, Management, Temporary Placement, Interviews, Account Management, Stewardship, Professional Services
Education
Arizona State University 2003 — 2010
Bachelor of Science in Liberal Studies, Liberal Arts and Sciences/Liberal Studies
Chandler/Gilbert Community College 2003 — 2007
Certificate of Science in Crime and Intelligence Analyst, Crime and Intelligence Analyst
Emily Ostrander's Waddell & Reed Experience 2005 - 2006
Job Regional Sales Manager Midwest at SPX Cooling Technologies
Industry Mechanical or Industrial Engineering
Experience
SPX Cooling Technologies March 2012 - Present
SPX Cooling Technologies August 2010 - April 2012
SPX Cooling Technologies January 2007 - August 2010
Waddell & Reed 2005 - 2006
Skills
Contract Negotiation, Product Development, New Business Development, Sales Management, Team Leadership, Process Improvement, Sales, Strategic Planning, Negotiation, Sales Operations, Product Management, Cross-functional Team..., Business Development, Forecasting, International Sales, Engineering, Marketing Strategy, Supply Chain Management, Continuous Improvement, Energy, Direct Sales, Project Management, Automotive, Manufacturing, Inventory Management, Microsoft Office, Change Management, Key Account Management, Logistics, Project Planning, Team Building, Cooling Water, Lean Manufacturing, Purchasing, Procurement, Contract Management, Management, Budgets, Operations Management, Account Management, Supply Chain, Six Sigma, Business Strategy, Strategy, Sales Process
Education
Baker University 2004 — 2006
MBA, Business
SPX Cooling Technologies March 2012 - Present
SPX Cooling Technologies August 2010 - April 2012
SPX Cooling Technologies January 2007 - August 2010
Waddell & Reed 2005 - 2006
Skills
Contract Negotiation, Product Development, New Business Development, Sales Management, Team Leadership, Process Improvement, Sales, Strategic Planning, Negotiation, Sales Operations, Product Management, Cross-functional Team..., Business Development, Forecasting, International Sales, Engineering, Marketing Strategy, Supply Chain Management, Continuous Improvement, Energy, Direct Sales, Project Management, Automotive, Manufacturing, Inventory Management, Microsoft Office, Change Management, Key Account Management, Logistics, Project Planning, Team Building, Cooling Water, Lean Manufacturing, Purchasing, Procurement, Contract Management, Management, Budgets, Operations Management, Account Management, Supply Chain, Six Sigma, Business Strategy, Strategy, Sales Process
Education
Baker University 2004 — 2006
MBA, Business
Aaron Forehand Aaron Forehand's Waddell & Reed Experience May 2006 - December 2008
Job Owner at Mister Doyce Tuxedo
Industry Financial Services
Experience
Mister Doyce Tuxedo January 2009 - Present
Mister Doyce Tuxedo September 2008 - Present
Waddell & Reed May 2006 - December 2008
West Texas Lawn Care March 2003 - May 2006
Mike Williams Construction May 2000 - March 2003
Skills
Management, CRM, Market Research, Retirement Planning, Strategic Financial..., Wealth Management, Fixed Annuities, Solution Selling, Financial Planners, Investment Advisory, Mutual Funds, Investments
Education
Abilene Christian University 2000 — 2005
Bachelors of Business Administration, Marketing
ACC
none
Mister Doyce Tuxedo January 2009 - Present
Mister Doyce Tuxedo September 2008 - Present
Waddell & Reed May 2006 - December 2008
West Texas Lawn Care March 2003 - May 2006
Mike Williams Construction May 2000 - March 2003
Skills
Management, CRM, Market Research, Retirement Planning, Strategic Financial..., Wealth Management, Fixed Annuities, Solution Selling, Financial Planners, Investment Advisory, Mutual Funds, Investments
Education
Abilene Christian University 2000 — 2005
Bachelors of Business Administration, Marketing
ACC
none
Rebecca Wren, CPA Rebecca Wren, CPA's Waddell & Reed Experience May 2011 - March 2012
Job Manager Financial Reporting
Industry Accounting
Experience
Invesco Mortgage Capital July 2015 - Present
Invesco Ltd. April 2012 - Present
Waddell & Reed May 2011 - March 2012
Auburn University January 2011 - May 2011
Skills
FINRA Series 7, FINRA Series 66, Microsoft Excel, Microsoft Office, Research, Oracle Applications, Accounting, Financial Reporting, Financial Accounting, Finance, Leadership
Education
Georgia State University 2011 — 2012
Masters in Accountancy, Accounting
Auburn University, College of Business 2007 — 2011
Bachelor of Science in Business Administration, Accountancy
Westlake High School 2003 — 2007
Leopold-Franzens Universität Innsbruck
Invesco Mortgage Capital July 2015 - Present
Invesco Ltd. April 2012 - Present
Waddell & Reed May 2011 - March 2012
Auburn University January 2011 - May 2011
Skills
FINRA Series 7, FINRA Series 66, Microsoft Excel, Microsoft Office, Research, Oracle Applications, Accounting, Financial Reporting, Financial Accounting, Finance, Leadership
Education
Georgia State University 2011 — 2012
Masters in Accountancy, Accounting
Auburn University, College of Business 2007 — 2011
Bachelor of Science in Business Administration, Accountancy
Westlake High School 2003 — 2007
Leopold-Franzens Universität Innsbruck
Justyn Day Justyn Day's Waddell & Reed Experience April 2005 - November 2006
Job Financial Representative
Industry Financial Services
Experience
New Era Investments LLC. February 2009 - Present
The Hartford December 2006 - February 2009
Waddell & Reed April 2005 - November 2006
Skills
Annuities, Retirement Planning, Mutual Funds, Retirement, Insurance, Series 63, Long Term Care, 401k, Financial Planning, Asset Allocation, Investments, Wealth Management, Investment Advisory, Portfolio Management, Asset Management, Series 6, Health Insurance
Education
Alma College 2000 — 2004
Bachelor of Arts, Economics & Business Administration
New Era Investments LLC. February 2009 - Present
The Hartford December 2006 - February 2009
Waddell & Reed April 2005 - November 2006
Skills
Annuities, Retirement Planning, Mutual Funds, Retirement, Insurance, Series 63, Long Term Care, 401k, Financial Planning, Asset Allocation, Investments, Wealth Management, Investment Advisory, Portfolio Management, Asset Management, Series 6, Health Insurance
Education
Alma College 2000 — 2004
Bachelor of Arts, Economics & Business Administration
Chris Jundt Chris Jundt's Waddell & Reed Experience June 2008 - May 2009
Job Band Manager
Industry Entertainment
Experience
Self Employed Band Manager January 2010 - Present
Aflac February 2010 - January 2012
Waddell & Reed June 2008 - May 2009
Sprint September 2005 - February 2008
Wireless Retail August 2001 - December 2004
Skills
Training & Development, Customer Service, Direct Sales, Inside Sales, Sales Management, Volunteer Leadership, Event Planning
Education
Texas State University-San Marcos 2003 — 2012
B.B.A, Business Administration and Management, General
Austin Community College 2001 — 2002
Accounting
Texas Tech University 1999 — 2001
Pre-Med
McNeil High School 1996 — 1999
Self Employed Band Manager January 2010 - Present
Aflac February 2010 - January 2012
Waddell & Reed June 2008 - May 2009
Sprint September 2005 - February 2008
Wireless Retail August 2001 - December 2004
Skills
Training & Development, Customer Service, Direct Sales, Inside Sales, Sales Management, Volunteer Leadership, Event Planning
Education
Texas State University-San Marcos 2003 — 2012
B.B.A, Business Administration and Management, General
Austin Community College 2001 — 2002
Accounting
Texas Tech University 1999 — 2001
Pre-Med
McNeil High School 1996 — 1999
Angela Shadduck's Waddell & Reed Experience August 2000 - January 2002
Job Broker/Salesperson at Coldwell Banker Residential Brokerage
Industry Real Estate
Experience
Coldwell Banker John Moffitt April 2009 - September 2012
YMCA of Greater Kansas City January 2009 - March 2012
Weichert Realtors 2002 - April 2009
Waddell & Reed August 2000 - January 2002
Skills
Real Estate, Swim Coach, Market Analysis, Direct Marketing, Relocation, Home Staging, Marketing, Contract Negotiation, Construction, Buildings, First Time Home Buyers, Foreclosures, Sellers, Investment Properties, Short Sales, Residential Homes, Investors, Listings, Referrals, Single Family Homes, Negotiation, New Homes, Luxury
Education
Baker University 1996 — 2000
History & Sociology, History, Sociology, Speech Communication
Blue Springs High School 1992 — 1996
Coldwell Banker John Moffitt April 2009 - September 2012
YMCA of Greater Kansas City January 2009 - March 2012
Weichert Realtors 2002 - April 2009
Waddell & Reed August 2000 - January 2002
Skills
Real Estate, Swim Coach, Market Analysis, Direct Marketing, Relocation, Home Staging, Marketing, Contract Negotiation, Construction, Buildings, First Time Home Buyers, Foreclosures, Sellers, Investment Properties, Short Sales, Residential Homes, Investors, Listings, Referrals, Single Family Homes, Negotiation, New Homes, Luxury
Education
Baker University 1996 — 2000
History & Sociology, History, Sociology, Speech Communication
Blue Springs High School 1992 — 1996
Kim Cox's Waddell & Reed Experience June 2011 - October 2012
Job Licensed Principal
Industry Financial Services
Experience
Invest Financial February 2013 - May 2014
Waddell & Reed June 2011 - October 2012
Waddell & Reed 2003 - 2007
Waddell & Reed August 2001 - February 2003
American Century Investments January 1998 - August 2001
UMB Mortgage Co 1994 - 1998
Skills
Series 7, Securities, Mutual Funds, Retirement Planning, Uniform Combined State..., Financial Services, Series 24, Loans, Investments, Retirement, Asset Allocation, Financial Analysis, Risk Management, Relationship Management, Life Insurance, Banking
Education
Baker University 2001 — 2003
MBA, Business
Washburn University 1989 — 1992
BS, Business Administration
Invest Financial February 2013 - May 2014
Waddell & Reed June 2011 - October 2012
Waddell & Reed 2003 - 2007
Waddell & Reed August 2001 - February 2003
American Century Investments January 1998 - August 2001
UMB Mortgage Co 1994 - 1998
Skills
Series 7, Securities, Mutual Funds, Retirement Planning, Uniform Combined State..., Financial Services, Series 24, Loans, Investments, Retirement, Asset Allocation, Financial Analysis, Risk Management, Relationship Management, Life Insurance, Banking
Education
Baker University 2001 — 2003
MBA, Business
Washburn University 1989 — 1992
BS, Business Administration
Jerrica Yarnell's Waddell & Reed Experience September 2007 - June 2008
Job Credit Analyst at Customers Bank
Industry Banking
Experience
Customers Bank August 2014 - Present
Crump Life Insurance Services - AXA Network Account September 2010 - August 2014
AXA Network November 2009 - September 2010
Uno Chicago Grill October 2009 - July 2010
Uno Chicago Grill June 2009 - November 2009
Uno Chicago Grill August 2007 - November 2009
Waddell & Reed September 2007 - June 2008
Skills
Insurance, PowerPoint, Sales, Budgets, Marketing, New Business Development, Negotiation, Underwriting, Life Insurance, Financial Analysis, Risk Management, Fixed Annuities
Education
Albright College 2005 — 2009
Bachelor of Science (BS), Mathematics & Finance
Customers Bank August 2014 - Present
Crump Life Insurance Services - AXA Network Account September 2010 - August 2014
AXA Network November 2009 - September 2010
Uno Chicago Grill October 2009 - July 2010
Uno Chicago Grill June 2009 - November 2009
Uno Chicago Grill August 2007 - November 2009
Waddell & Reed September 2007 - June 2008
Skills
Insurance, PowerPoint, Sales, Budgets, Marketing, New Business Development, Negotiation, Underwriting, Life Insurance, Financial Analysis, Risk Management, Fixed Annuities
Education
Albright College 2005 — 2009
Bachelor of Science (BS), Mathematics & Finance
Gary Courtright's Waddell & Reed Experience 2006 - 2008
Job Financial Strategist
Industry Financial Services
Experience
Independent Contractor September 2014 - Present
G&L Culinary Experience January 2013 - Present
JPMorgan Chase January 2014 - August 2014
Self Employed January 2013 - January 2014
American Advisors Group September 2012 - January 2013
Vanguard February 2008 - September 2011
WADDELL & REED 2006 - 2008
MEN’S WEARHOUSE 2005 - 2006
K&S CONSULTING SERVICES 1998 - 2005
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY 1986 - 1998
Skills
Retirement, Asset, Mutual Funds, Series 7, IRA's, Retirement Planning, Asset Allocation, Series 63, Investment Advisory, 401k, Annuities, Retirement Income..., Financial Advisory, Insurance Planning, Federal and State..., Mortgage Lending, Fixed Annuities, Personal Chef Services, Insurance, Financial Services, Sales, Loans, Equities, Business Development, Investments, Estate Planning, Financial Planners, IRAs, Strategic Financial..., Finance, Financial Planning, Management, Leadership
Education
Babson College
Operations and management training
Independent Contractor September 2014 - Present
G&L Culinary Experience January 2013 - Present
JPMorgan Chase January 2014 - August 2014
Self Employed January 2013 - January 2014
American Advisors Group September 2012 - January 2013
Vanguard February 2008 - September 2011
WADDELL & REED 2006 - 2008
MEN’S WEARHOUSE 2005 - 2006
K&S CONSULTING SERVICES 1998 - 2005
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY 1986 - 1998
Skills
Retirement, Asset, Mutual Funds, Series 7, IRA's, Retirement Planning, Asset Allocation, Series 63, Investment Advisory, 401k, Annuities, Retirement Income..., Financial Advisory, Insurance Planning, Federal and State..., Mortgage Lending, Fixed Annuities, Personal Chef Services, Insurance, Financial Services, Sales, Loans, Equities, Business Development, Investments, Estate Planning, Financial Planners, IRAs, Strategic Financial..., Finance, Financial Planning, Management, Leadership
Education
Babson College
Operations and management training
James Raymond's Waddell & Reed Experience 2001 - 2004
Job Leader and Change Agent
Industry Information Technology and Services
Experience
Digital Aviation (Jeppesen / Boeing) December 2010 - Present
Company C, 4th Tank Bn June 2013 - Present
Daniels College of Business September 2013 - March 2015
CLEAR Corporation 2015 - 2015
United States Marine Corps MACS-23 August 2001 - May 2013
Jeppesen October 2007 - December 2010
United States Marine Corps 2007 - 2009
ITI June 2003 - October 2006
Waddell & Reed 2001 - 2004
United States Marine Corps 1991 - 1996
Skills
Program Management, Change Management, Project Management, Process Improvement, Business Analysis, Strategic Planning, Leadership, Security Clearance, Team Leadership, Troubleshooting, Military, DoD, Software Documentation, Cross-functional Team..., Integration, Training, Testing, Systems Engineering, Operations Management, Aircraft, Operational Planning, Quality Assurance, Aviation, Military Operations, Aerospace, Weapons, Defense, Military Experience, Project Planning, Risk Management, Strategy, Command, Organizational..., CRM, Security, Management, Analysis, Resource Management, ITIL, Networking, Vendor Management, Six Sigma, Requirements Analysis, PMP, Visio, Project Portfolio..., Team Building, Business Process..., Government, SDLC
Education
University of Denver - Daniels College of Business 2013 — 2015
Executive Master of Business Administration (EMBA), Business
American Public University System 2008 — 2010
BS, Information Technology Management
Priest River 1987 — 1991
Bachelor of Science (B.S.), Information Technology Management
Digital Aviation (Jeppesen / Boeing) December 2010 - Present
Company C, 4th Tank Bn June 2013 - Present
Daniels College of Business September 2013 - March 2015
CLEAR Corporation 2015 - 2015
United States Marine Corps MACS-23 August 2001 - May 2013
Jeppesen October 2007 - December 2010
United States Marine Corps 2007 - 2009
ITI June 2003 - October 2006
Waddell & Reed 2001 - 2004
United States Marine Corps 1991 - 1996
Skills
Program Management, Change Management, Project Management, Process Improvement, Business Analysis, Strategic Planning, Leadership, Security Clearance, Team Leadership, Troubleshooting, Military, DoD, Software Documentation, Cross-functional Team..., Integration, Training, Testing, Systems Engineering, Operations Management, Aircraft, Operational Planning, Quality Assurance, Aviation, Military Operations, Aerospace, Weapons, Defense, Military Experience, Project Planning, Risk Management, Strategy, Command, Organizational..., CRM, Security, Management, Analysis, Resource Management, ITIL, Networking, Vendor Management, Six Sigma, Requirements Analysis, PMP, Visio, Project Portfolio..., Team Building, Business Process..., Government, SDLC
Education
University of Denver - Daniels College of Business 2013 — 2015
Executive Master of Business Administration (EMBA), Business
American Public University System 2008 — 2010
BS, Information Technology Management
Priest River 1987 — 1991
Bachelor of Science (B.S.), Information Technology Management
Brittany Bowie Brittany Bowie's Waddell & Reed Experience January 2008 - January 2010
Job Client Service Associate at Western International Securities
Industry Financial Services
Experience
Western International Securities June 2012 - Present
Fidelity Investments January 2010 - June 2011
Waddell & Reed January 2008 - January 2010
Skills
Office Management, Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Customer Service, Insurance, Investments, Mutual Funds, Administrative..., Asset Management, Financial Services, Outlook, Strategic Financial..., Equities, Social Media
Education
Allied American University
Fountain Valley
Western International Securities June 2012 - Present
Fidelity Investments January 2010 - June 2011
Waddell & Reed January 2008 - January 2010
Skills
Office Management, Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Customer Service, Insurance, Investments, Mutual Funds, Administrative..., Asset Management, Financial Services, Outlook, Strategic Financial..., Equities, Social Media
Education
Allied American University
Fountain Valley
Sheleach Mitchell Sheleach Mitchell's Waddell & Reed Experience October 2011 - December 2012
Job Masters of Public Administration at Argosy University
Industry Education Management
Experience
Kickert School Bus Lines December 2012 - Present
Argosy University August 2012 - Present
Deluxe Home Healthcare September 2012 - June 2013
Waddell & Reed October 2011 - December 2012
City Colleges of Chicago October 2006 - August 2011
Skills
Data Entry, Marketing, Office Management, Sales, Customer Service, Accounting, Training, Accounts Payable, Management, Public Speaking
Education
Argosy University Phoenix 2012 — 2014
Master of Public Administration (MPA), Public Administration, Graduate Student
Governors State University 2008 — 2011
Bachelor of Business Administration (B.B.A.), Business Administration/Management
Kickert School Bus Lines December 2012 - Present
Argosy University August 2012 - Present
Deluxe Home Healthcare September 2012 - June 2013
Waddell & Reed October 2011 - December 2012
City Colleges of Chicago October 2006 - August 2011
Skills
Data Entry, Marketing, Office Management, Sales, Customer Service, Accounting, Training, Accounts Payable, Management, Public Speaking
Education
Argosy University Phoenix 2012 — 2014
Master of Public Administration (MPA), Public Administration, Graduate Student
Governors State University 2008 — 2011
Bachelor of Business Administration (B.B.A.), Business Administration/Management
Jozef Schutzman Jozef Schutzman's Waddell & Reed Experience June 2014 - July 2015
Job IT Project Manager at Valorem Consulting Group
Industry Information Technology and Services
Experience
Valorem Consulting Group July 2015 - Present
Waddell & Reed June 2014 - July 2015
PNC March 2014 - June 2014
Livewatch March 2012 - March 2014
Crowne Concepts 2011 - 2012
Crowne Concepts 2010 - 2011
AGIS, LLC 2009 - 2009
IOP Homes August 2004 - September 2005
Skills
Security Risk, Enterprise Security, Security Consulting, Security Policy..., Team Leadership, Threat & Vulnerability..., Security Research, Social Engineering, Management, Web Design, Information Security..., Debate, Information Security, Networking, Security, SEO, Marketing, Project Management, Customer Service, System Deployment, Microsoft Excel, Analysis, Consulting, Leadership, Process Improvement, Vendor Management, Business Analysis, SDLC, Requirements Analysis, Agile Project Management, Scrum
Education
Christendom College 2009 — 2010
Bachelor's of Political Science and Economics
Thomas More College of Liberal Arts 2006 — 2007
Valorem Consulting Group July 2015 - Present
Waddell & Reed June 2014 - July 2015
PNC March 2014 - June 2014
Livewatch March 2012 - March 2014
Crowne Concepts 2011 - 2012
Crowne Concepts 2010 - 2011
AGIS, LLC 2009 - 2009
IOP Homes August 2004 - September 2005
Skills
Security Risk, Enterprise Security, Security Consulting, Security Policy..., Team Leadership, Threat & Vulnerability..., Security Research, Social Engineering, Management, Web Design, Information Security..., Debate, Information Security, Networking, Security, SEO, Marketing, Project Management, Customer Service, System Deployment, Microsoft Excel, Analysis, Consulting, Leadership, Process Improvement, Vendor Management, Business Analysis, SDLC, Requirements Analysis, Agile Project Management, Scrum
Education
Christendom College 2009 — 2010
Bachelor's of Political Science and Economics
Thomas More College of Liberal Arts 2006 — 2007
Janet Ink's Waddell & Reed Experience March 2010 - February 2011
Job Executive Director, KU Integrative Medicine at University of Kansas Medical Center
Industry Hospital & Health Care
Experience
University of Kansas Medical Center March 2011 - February 2015
Waddell & Reed March 2010 - February 2011
American Century Investments October 2001 - November 2008
American Century September 1999 - October 2001
American Century Investments December 1996 - September 1999
American Century Investments 1992 - December 1996
Skills
Marketing Communications, Marketing, Training, Management, Project Management, Sales, Advertising, Public Speaking, Nonprofits, Mutual Funds, Strategic Planning, Leadership
Education
Baker University 1989 — 1991
Bachelor, Business Management
Texas Christian University 1988 — 1989
Business Administration and Management, General
University of Kansas Medical Center March 2011 - February 2015
Waddell & Reed March 2010 - February 2011
American Century Investments October 2001 - November 2008
American Century September 1999 - October 2001
American Century Investments December 1996 - September 1999
American Century Investments 1992 - December 1996
Skills
Marketing Communications, Marketing, Training, Management, Project Management, Sales, Advertising, Public Speaking, Nonprofits, Mutual Funds, Strategic Planning, Leadership
Education
Baker University 1989 — 1991
Bachelor, Business Management
Texas Christian University 1988 — 1989
Business Administration and Management, General
Lance Wexler, CMFC®'s Waddell & Reed Experience May 2010 - August 2013
Job FeeOnly Financial Advisor to Families, Business Owners, and Executives // Financial Planner // Investment Advisor
Industry Financial Services
Experience
Nexus Wealth Advisors September 2013 - Present
CASA of Santa Cruz County May 2014 - Present
Coastal Watershed Council July 2013 - Present
Waddell & Reed May 2010 - August 2013
American Life Solutions, LLC November 2006 - May 2010
Coastline Funding Group LLC July 2007 - January 2010
Waters Fund Management, LLC October 2004 - November 2006
ROI By Design May 1997 - September 2004
UniDirect/Rainmaker Systems/Savoir Technology Group May 1994 - May 1997
Education
The Aji Network 2005 — 2007
Alliant International University-San Diego Scripps Ranch 2003 — 2004
N/A
University of California, Santa Cruz 1991 — 1994
BA
Nexus Wealth Advisors September 2013 - Present
CASA of Santa Cruz County May 2014 - Present
Coastal Watershed Council July 2013 - Present
Waddell & Reed May 2010 - August 2013
American Life Solutions, LLC November 2006 - May 2010
Coastline Funding Group LLC July 2007 - January 2010
Waters Fund Management, LLC October 2004 - November 2006
ROI By Design May 1997 - September 2004
UniDirect/Rainmaker Systems/Savoir Technology Group May 1994 - May 1997
Education
The Aji Network 2005 — 2007
Alliant International University-San Diego Scripps Ranch 2003 — 2004
N/A
University of California, Santa Cruz 1991 — 1994
BA
Brad Harris Brad Harris's Waddell & Reed Experience March 2006 - February 2007
Job at Perennial Financial Services
Industry Financial Services
Experience
Perennial Financial Services February 2007 - Present
LPL Financial February 2007 - Present
LPL Financial February 2007 - Present
Waddell & Reed March 2006 - February 2007
Skills
Investments, Retirement Planning, Pensions, Financial Advisory, Wealth Management..., Retirement Plan..., High Net Worth..., Strategic Financial..., Financial Services, Insurance, Small Business, Securities, Estate Planning, Finance, Investment Advisory, Financial Analysis, Wealth Management, Management, Financial Planning
Education
California Lutheran University 2013 — 2015
Master of Business Administration (M.B.A.), Financial Planning
California Lutheran University 2002 — 2003
BS
Antelope Valley College 2001 — 2002
The Master's College 2000 — 2001
Perennial Financial Services February 2007 - Present
LPL Financial February 2007 - Present
LPL Financial February 2007 - Present
Waddell & Reed March 2006 - February 2007
Skills
Investments, Retirement Planning, Pensions, Financial Advisory, Wealth Management..., Retirement Plan..., High Net Worth..., Strategic Financial..., Financial Services, Insurance, Small Business, Securities, Estate Planning, Finance, Investment Advisory, Financial Analysis, Wealth Management, Management, Financial Planning
Education
California Lutheran University 2013 — 2015
Master of Business Administration (M.B.A.), Financial Planning
California Lutheran University 2002 — 2003
BS
Antelope Valley College 2001 — 2002
The Master's College 2000 — 2001
Annemarie Norton's Waddell & Reed Experience May 2013 - Present
Job Intern at Waddell & Reed, Business Administration Major at Azusa Pacific University
Industry
Experience
Waddell & Reed May 2013 - Present
Azusa Pacific University January 2013 - Present
Skills
Microsoft Word, Microsoft Office, Microsoft Excel, Customer Service, PowerPoint, English, Windows, Photoshop, Written Communication, Creative Writing, Creative Problem Solving, Detailed Organization, Goal Oriented, Team-oriented, Positive Team Player
Education
Azusa Pacific University 2010 — 2013
Bachelor of Arts (B.A.)
Alverno High School 2006 — 2010
Waddell & Reed May 2013 - Present
Azusa Pacific University January 2013 - Present
Skills
Microsoft Word, Microsoft Office, Microsoft Excel, Customer Service, PowerPoint, English, Windows, Photoshop, Written Communication, Creative Writing, Creative Problem Solving, Detailed Organization, Goal Oriented, Team-oriented, Positive Team Player
Education
Azusa Pacific University 2010 — 2013
Bachelor of Arts (B.A.)
Alverno High School 2006 — 2010
TC Cleary TC Cleary's Waddell & Reed Experience July 2007 - July 2008
Job Art Director at Moroch
Industry Graphic Design
Experience
MADE Movement April 2012 - 2013
Javinos Wine Bar November 2008 - June 2009
Robert Craig Winery 2008 - 2009
Waddell & Reed July 2007 - July 2008
Skills
Adobe Creative Suite
Education
The Creative Circus 2010 — 2012
Graphic Design
Arizona State University 2004 — 2008
Design Management
MADE Movement April 2012 - 2013
Javinos Wine Bar November 2008 - June 2009
Robert Craig Winery 2008 - 2009
Waddell & Reed July 2007 - July 2008
Skills
Adobe Creative Suite
Education
The Creative Circus 2010 — 2012
Graphic Design
Arizona State University 2004 — 2008
Design Management
Royce Richardson Royce Richardson's Waddell & Reed Experience August 2011 - August 2012
Job CEO at Eiat Wealth Management
Industry Investment Management
Experience
Eiat Wealth Management August 2012 - Present
Waddell & Reed August 2011 - August 2012
Solid Source Realty May 2008 - May 2012
Metro Brokers/GMAC Real Estate February 2003 - May 2008
SunGard January 2000 - January 2001
Ameriprise Financial Services, Inc. March 1999 - February 2000
Skills
Market Research, Residential Homes, Strategic Financial..., Business Development, Sales, Real Estate, Investors, Sales Management, Contract Negotiation, Operations Management, Selling, Real Estate Transactions, Sales Operations, Investments, Risk Management, Property Management, Short Sales, Asset Managment, Strategic Planning, Real Estate Development, Foreclosures, Negotiation, Life Insurance, Brokerage, First Time Home Buyers, Sellers, Leadership, Small Business, Insurance, Marketing, Investment Properties, Entrepreneurship, Management, Finance, Referrals, Asset Management, Mortgage Lending, Property, Commercial Real Estate, HUD, Real Property, Real Estate Investor, FHA, REO, Rentals, Buyers, Leases, Relocation
Education
Alabama State University 1993 — 1999
B.S., Finance
Eiat Wealth Management August 2012 - Present
Waddell & Reed August 2011 - August 2012
Solid Source Realty May 2008 - May 2012
Metro Brokers/GMAC Real Estate February 2003 - May 2008
SunGard January 2000 - January 2001
Ameriprise Financial Services, Inc. March 1999 - February 2000
Skills
Market Research, Residential Homes, Strategic Financial..., Business Development, Sales, Real Estate, Investors, Sales Management, Contract Negotiation, Operations Management, Selling, Real Estate Transactions, Sales Operations, Investments, Risk Management, Property Management, Short Sales, Asset Managment, Strategic Planning, Real Estate Development, Foreclosures, Negotiation, Life Insurance, Brokerage, First Time Home Buyers, Sellers, Leadership, Small Business, Insurance, Marketing, Investment Properties, Entrepreneurship, Management, Finance, Referrals, Asset Management, Mortgage Lending, Property, Commercial Real Estate, HUD, Real Property, Real Estate Investor, FHA, REO, Rentals, Buyers, Leases, Relocation
Education
Alabama State University 1993 — 1999
B.S., Finance
Kevin Roberg Kevin Roberg's Waddell & Reed Experience August 2010 - February 2013
Job Inside Sales Agent at Dish Network
Industry Philanthropy
Experience
Dish Network January 2013 - Present
Phoenix CEO-CFO May 2011 - Present
Benedictine University 2014 - 2015
Benedictine University 2014 - 2015
Las Sendas Community Association October 2010 - October 2013
Waddell & Reed August 2010 - February 2013
Charles Schwab August 1999 - May 2010
Arizona Army National Guard December 1998 - May 2003
Viad / Restaura 1998 - 1999
Skills
Program Management, Leadership Development, Marketing Strategy, Project Planning, Sales, Finance, Management, Analysis, Start-ups, Leadership, Insurance, Strategic Financial..., Business Development, Networking, Mutual Funds, Entrepreneurship, Customer Satisfaction, Team Building, Process Improvement, Budgets, Small Business, Financial Advisory, Wealth Management, Time Management
Education
Arizona State University 1993 — 1997
B.S., Business Management
New Mexico Military Institute 1989 — 1993
Diploma, College Preparatory / JROTC
Dish Network January 2013 - Present
Phoenix CEO-CFO May 2011 - Present
Benedictine University 2014 - 2015
Benedictine University 2014 - 2015
Las Sendas Community Association October 2010 - October 2013
Waddell & Reed August 2010 - February 2013
Charles Schwab August 1999 - May 2010
Arizona Army National Guard December 1998 - May 2003
Viad / Restaura 1998 - 1999
Skills
Program Management, Leadership Development, Marketing Strategy, Project Planning, Sales, Finance, Management, Analysis, Start-ups, Leadership, Insurance, Strategic Financial..., Business Development, Networking, Mutual Funds, Entrepreneurship, Customer Satisfaction, Team Building, Process Improvement, Budgets, Small Business, Financial Advisory, Wealth Management, Time Management
Education
Arizona State University 1993 — 1997
B.S., Business Management
New Mexico Military Institute 1989 — 1993
Diploma, College Preparatory / JROTC
Chikako Kashino, CFP Chikako Kashino, CFP's Waddell & Reed Experience April 2005 - January 2008
Job Certified Financial Planner at Strategic Financial Alliance
Industry Financial Services
Experience
Strategic Alliance March 2009 - Present
Waddell & Reed April 2005 - January 2008
The MONY Group May 2000 - February 2005
Principal Financial Group September 1995 - April 2000
Skills
Wealth Management, Investments, Personal Finance, Portfolio Management, Securities, Retirement Planning, Strategic Financial..., Investment Advisory, Mutual Funds, Insurance, Series 63, Series 7, Estate Planning, Retirement, Financial Advisory, Financial Planning
Education
University of California, Los Angeles 1987 — 1991
MA, Dance Ethnology
Gakushuin University 1982 — 1984
J.D., Law
Strategic Alliance March 2009 - Present
Waddell & Reed April 2005 - January 2008
The MONY Group May 2000 - February 2005
Principal Financial Group September 1995 - April 2000
Skills
Wealth Management, Investments, Personal Finance, Portfolio Management, Securities, Retirement Planning, Strategic Financial..., Investment Advisory, Mutual Funds, Insurance, Series 63, Series 7, Estate Planning, Retirement, Financial Advisory, Financial Planning
Education
University of California, Los Angeles 1987 — 1991
MA, Dance Ethnology
Gakushuin University 1982 — 1984
J.D., Law
Ryan Munday, Digital Marketing Specialist Ryan Munday, Digital Marketing Specialist's Waddell & Reed Experience January 2010 - January 2014
Job Helping businesses grow and get more exposure on the Internet with Web Design, Lead Generation & Video at SkyriseDigital
Industry Marketing and Advertising
Experience
SkyriseDigital January 2014 - Present
Waddell & Reed January 2010 - January 2014
Skills
PPC, Email Marketing, Responsive Web Design, Pay Per Call, SEO, Conversion Optimization, Mobile Web Design, Digital Marketing, Customer Service
Education
Arizona State University 2007 — 2009
Bachelor of Science (B.S.), Economics
University of Arizona 2004 — 2007
General Studies
SkyriseDigital January 2014 - Present
Waddell & Reed January 2010 - January 2014
Skills
PPC, Email Marketing, Responsive Web Design, Pay Per Call, SEO, Conversion Optimization, Mobile Web Design, Digital Marketing, Customer Service
Education
Arizona State University 2007 — 2009
Bachelor of Science (B.S.), Economics
University of Arizona 2004 — 2007
General Studies
Calvin Nguyen's Waddell & Reed Experience February 2009 - May 2009
Job | Recent Master of International Relations Graduate at IE | Multilingual Professional | Strategic Thinker |
Industry International Affairs
Experience
Busan Metropolitan Office of Education August 2012 - August 2013
Freelance July 2013 - July 2013
Adroit College July 2012 - August 2012
Google via CDI Corporation August 2011 - December 2011
UC San Diego Extension March 2010 - August 2010
Waddell & Reed February 2009 - May 2009
University of California, San Diego December 2007 - March 2008
Zipfizz Corp July 2007 - September 2007
Skills
Research, Microsoft Office, Social Media, Spanish, Teaching, Marketing, Teamwork, English, Social Networking, Time Management, Customer Service, Foreign Languages, Analysis, Photoshop, International Relations, Team Leadership, Economics, Communication, Online Marketing, Photography, Blogging, Translation, Econometrics, Presentations, Google Apps, Quantative Analysis, Qualitative Analysis, Interpersonal..., Presentation Skills, Graphic Design, Technical Support, Easily Adaptable
Education
IE University's School of International Relations 2014 — 2015
Master's Degree, International Relations, 3.37
University of California, San Diego 2006 — 2010
Bachelor's Degree, Management Science, Minor in Cognitive Science, 3.43
National Taiwan Normal University 2014 — 2014
Study Abroad: Mandarin Chinese Language Study in Taipei, Taiwan, 4.0
Universidad Internacional 2011 — 2011
Study Abroad: Semester Intensive Spanish Program in Cuernavaca, Mexico
National University of Singapore 2009 — 2009
Study Abroad: Student Exchange Program, 3.92
Kyoto Sangyo University 2007 — 2007
Study Abroad: Intensive Japanese Language Summer Program in Kyoto, Japan, 4.0
Busan Metropolitan Office of Education August 2012 - August 2013
Freelance July 2013 - July 2013
Adroit College July 2012 - August 2012
Google via CDI Corporation August 2011 - December 2011
UC San Diego Extension March 2010 - August 2010
Waddell & Reed February 2009 - May 2009
University of California, San Diego December 2007 - March 2008
Zipfizz Corp July 2007 - September 2007
Skills
Research, Microsoft Office, Social Media, Spanish, Teaching, Marketing, Teamwork, English, Social Networking, Time Management, Customer Service, Foreign Languages, Analysis, Photoshop, International Relations, Team Leadership, Economics, Communication, Online Marketing, Photography, Blogging, Translation, Econometrics, Presentations, Google Apps, Quantative Analysis, Qualitative Analysis, Interpersonal..., Presentation Skills, Graphic Design, Technical Support, Easily Adaptable
Education
IE University's School of International Relations 2014 — 2015
Master's Degree, International Relations, 3.37
University of California, San Diego 2006 — 2010
Bachelor's Degree, Management Science, Minor in Cognitive Science, 3.43
National Taiwan Normal University 2014 — 2014
Study Abroad: Mandarin Chinese Language Study in Taipei, Taiwan, 4.0
Universidad Internacional 2011 — 2011
Study Abroad: Semester Intensive Spanish Program in Cuernavaca, Mexico
National University of Singapore 2009 — 2009
Study Abroad: Student Exchange Program, 3.92
Kyoto Sangyo University 2007 — 2007
Study Abroad: Intensive Japanese Language Summer Program in Kyoto, Japan, 4.0
JoAnn Fritch JoAnn Fritch's Waddell & Reed Experience September 2013 - March 2014
Job Bertera Subaru of Hartford
Industry Automotive
Experience
Bertera Subaru of Hartford July 2014 - Present
Asplundh Construction May 2014 - June 2014
Waddell & Reed September 2013 - March 2014
Examiner.com October 2011 - June 2013
Executive Auto Group June 2007 - July 2011
Brooklyn Ford 2005 - 2005
MotorQuest of Jackson (now Kia of Jackson) June 2001 - September 2004
Skills
Automotive, Accounts Receivable, Microsoft Excel, Finance, Inventory Management, Microsoft Word, Customer Service, Customer Satisfaction, PowerPoint, Retail, Sales, Data Entry, Team Building, Strategic Planning, Account Management, Leadership, Administrative..., Spreadsheets, Insurance, Office Administration, Accounts Payable, Software Documentation, File Management, Expense Reports, Social Media, Event Management, Facebook, Social Networking, Administration, Teamwork, Telephone Skills, Microsoft Office, Payroll, Accounting, Outlook, Administrative...
Education
Baker College of Jackson 1999 — 2001
Associate's degree, Administrative Assistant and Secretarial Science, General
Bertera Subaru of Hartford July 2014 - Present
Asplundh Construction May 2014 - June 2014
Waddell & Reed September 2013 - March 2014
Examiner.com October 2011 - June 2013
Executive Auto Group June 2007 - July 2011
Brooklyn Ford 2005 - 2005
MotorQuest of Jackson (now Kia of Jackson) June 2001 - September 2004
Skills
Automotive, Accounts Receivable, Microsoft Excel, Finance, Inventory Management, Microsoft Word, Customer Service, Customer Satisfaction, PowerPoint, Retail, Sales, Data Entry, Team Building, Strategic Planning, Account Management, Leadership, Administrative..., Spreadsheets, Insurance, Office Administration, Accounts Payable, Software Documentation, File Management, Expense Reports, Social Media, Event Management, Facebook, Social Networking, Administration, Teamwork, Telephone Skills, Microsoft Office, Payroll, Accounting, Outlook, Administrative...
Education
Baker College of Jackson 1999 — 2001
Associate's degree, Administrative Assistant and Secretarial Science, General
Kevin Zylstra, CFP® Kevin Zylstra, CFP®'s Waddell & Reed Experience June 1994 - June 1998
Job National Account Representative at FINANCIALCORP Equipment Finance
Industry Financial Services
Experience
FINANCIALCORP Equipment Finance January 2015 - Present
Raymond James November 2013 - January 2015
Global Wealth Consultants, LLC December 2011 - November 2013
New England Financial June 1998 - December 2011
Waddell & Reed June 1994 - June 1998
Skills
Investment Advisory, Strategic Financial..., Investments, Mutual Funds, Wealth Management, Asset Allocation, Estate Planning, Retirement Planning, Insurance Brokerage
Education
College for Financial Planning 1996 — 2001
CFP, Certified Financial Planner study program
Northwestern College _ Iowa 1991 — 1994
BA, Business Finance
FINANCIALCORP Equipment Finance January 2015 - Present
Raymond James November 2013 - January 2015
Global Wealth Consultants, LLC December 2011 - November 2013
New England Financial June 1998 - December 2011
Waddell & Reed June 1994 - June 1998
Skills
Investment Advisory, Strategic Financial..., Investments, Mutual Funds, Wealth Management, Asset Allocation, Estate Planning, Retirement Planning, Insurance Brokerage
Education
College for Financial Planning 1996 — 2001
CFP, Certified Financial Planner study program
Northwestern College _ Iowa 1991 — 1994
BA, Business Finance
Amy Bahner, PHR Amy Bahner, PHR's Waddell & Reed Experience November 2000 - May 2011
Job Director of Human Resources at Advisors Excel
Industry Marketing and Advertising
Experience
Advisors Excel May 2011 - Present
Waddell & Reed November 2000 - May 2011
Helzberg Diamonds September 1998 - December 2009
Skills
Recruiting, Benefits Administration, Talent Acquisition, HR Policies, Employee Relations, Human Resources, Onboarding, Applicant Tracking..., New Hire Orientations, HRIS, Performance Management, FMLA, Talent Management, Succession Planning, Employee Benefits, Personnel Management, Hiring, Employee Engagement, Management, Interviews, Internet Recruiting, Workforce Planning
Education
Baker College Center for Graduate Studies
MBA, Human Resources
Kansas State University
BS, Education
Advisors Excel May 2011 - Present
Waddell & Reed November 2000 - May 2011
Helzberg Diamonds September 1998 - December 2009
Skills
Recruiting, Benefits Administration, Talent Acquisition, HR Policies, Employee Relations, Human Resources, Onboarding, Applicant Tracking..., New Hire Orientations, HRIS, Performance Management, FMLA, Talent Management, Succession Planning, Employee Benefits, Personnel Management, Hiring, Employee Engagement, Management, Interviews, Internet Recruiting, Workforce Planning
Education
Baker College Center for Graduate Studies
MBA, Human Resources
Kansas State University
BS, Education
William S. Holmes's Waddell & Reed Experience February 2012 - May 2012
Job Corps Member at City Year
Industry Nonprofit Organization Management
Experience
City Year August 2015 - Present
Youth Shelter of Westchester August 2015 - Present
National Urban League April 2015 - July 2015
Auerbach Grayson November 2013 - October 2014
CL King & Associates Inc. Fixed Income Group September 2012 - May 2013
Paxton Financial Services June 2012 - August 2012
John Hancock Life Insurance Company (U.S.A.) March 2012 - May 2012
Waddell & Reed February 2012 - May 2012
Merrill Lynch September 2011 - December 2011
Skills
Social Media
Education
State University of New York at Albany 2010 — 2013
Bachelor's Degree, Economics
Fukushima University 2013 — 2013
Fukuhima Ambassador Program
University of Rochester 2009 — 2010
Psychology, Brain and Cognitive Science
Brunswick School 2005 — 2009
City Year August 2015 - Present
Youth Shelter of Westchester August 2015 - Present
National Urban League April 2015 - July 2015
Auerbach Grayson November 2013 - October 2014
CL King & Associates Inc. Fixed Income Group September 2012 - May 2013
Paxton Financial Services June 2012 - August 2012
John Hancock Life Insurance Company (U.S.A.) March 2012 - May 2012
Waddell & Reed February 2012 - May 2012
Merrill Lynch September 2011 - December 2011
Skills
Social Media
Education
State University of New York at Albany 2010 — 2013
Bachelor's Degree, Economics
Fukushima University 2013 — 2013
Fukuhima Ambassador Program
University of Rochester 2009 — 2010
Psychology, Brain and Cognitive Science
Brunswick School 2005 — 2009
Jennifer Ackerly's Waddell & Reed Experience September 2015 - Present
Job Corporate Actions Associate at Waddell & Reed
Industry Events Services
Experience
Waddell & Reed September 2015 - Present
Entercom Kansas City March 2014 - Present
PBR Big Sky February 2012 - Present
Celsius Tannery November 2014 - September 2015
Cerner Corporation February 2012 - March 2014
Helpers, Inc. September 2007 - April 2012
Brothers Bar & Grill February 2011 - March 2012
David Ambler Student Recreation Center January 2010 - December 2010
Johnson County Community College June 2009 - July 2009
Skills
Corporate Events, Customer Service, Photography, Social Media, Microsoft Office, Sales, Leadership, Event Planning, Marketing, Public Speaking, Social Networking, Social Media Marketing, Account Management
Education
University of Kansas 2009 — 2011
Bachelors of General Studies, Communications, Psychology
Baker University 2008 — 2009
Psychology, Mass Media and Communications
Johnson County Community College 2006 — 2008
General Studies
Waddell & Reed September 2015 - Present
Entercom Kansas City March 2014 - Present
PBR Big Sky February 2012 - Present
Celsius Tannery November 2014 - September 2015
Cerner Corporation February 2012 - March 2014
Helpers, Inc. September 2007 - April 2012
Brothers Bar & Grill February 2011 - March 2012
David Ambler Student Recreation Center January 2010 - December 2010
Johnson County Community College June 2009 - July 2009
Skills
Corporate Events, Customer Service, Photography, Social Media, Microsoft Office, Sales, Leadership, Event Planning, Marketing, Public Speaking, Social Networking, Social Media Marketing, Account Management
Education
University of Kansas 2009 — 2011
Bachelors of General Studies, Communications, Psychology
Baker University 2008 — 2009
Psychology, Mass Media and Communications
Johnson County Community College 2006 — 2008
General Studies
Sandra Rickard's Waddell & Reed Experience May 2015 - Present
Job Administrative Wonder
Industry Executive Office
Experience
Waddell & Reed May 2015 - Present
Adams Remco Inc. October 2000 - May 2015
Miller Sage Engineering September 1999 - October 2000
TMI, INC. June 1998 - September 1999
MAST Services January 1996 - June 1998
Skills
Blogging, Accounting, Art, Customer Service, Research, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Editing, Creative Writing, Public Speaking, Social Media, Non-profits, Team Building, Outlook, Management, Windows, Team Leadership
Education
Baker College Business and Corporate Services 1989 — 1991
Executive Secretarial, Executive Secretarial
Waddell & Reed May 2015 - Present
Adams Remco Inc. October 2000 - May 2015
Miller Sage Engineering September 1999 - October 2000
TMI, INC. June 1998 - September 1999
MAST Services January 1996 - June 1998
Skills
Blogging, Accounting, Art, Customer Service, Research, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Editing, Creative Writing, Public Speaking, Social Media, Non-profits, Team Building, Outlook, Management, Windows, Team Leadership
Education
Baker College Business and Corporate Services 1989 — 1991
Executive Secretarial, Executive Secretarial
Aaron Grunke's Waddell & Reed Experience August 2006 - December 2007
Job Associate Account Manager at Smith & Nephew
Industry Biotechnology
Experience
Smith & Nephew September 2015 - Present
Survivor Fitness Foundation January 2013 - Present
Adams Investment Strategies January 2012 - August 2015
SunTrust Investment Services December 2007 - December 2011
Waddell & Reed August 2006 - December 2007
Skills
Wealth Management, Strategic Financial..., College Savings Plans, Life Insurance, Long Term Care Insurance, Non-profit Program...
Education
Auburn University 2001 — 2005
B.S., Business Administration
Lipscomb University 2011 — 2013
MBA
Smith & Nephew September 2015 - Present
Survivor Fitness Foundation January 2013 - Present
Adams Investment Strategies January 2012 - August 2015
SunTrust Investment Services December 2007 - December 2011
Waddell & Reed August 2006 - December 2007
Skills
Wealth Management, Strategic Financial..., College Savings Plans, Life Insurance, Long Term Care Insurance, Non-profit Program...
Education
Auburn University 2001 — 2005
B.S., Business Administration
Lipscomb University 2011 — 2013
MBA
Shawn Bowman Shawn Bowman's Waddell & Reed Experience May 2014 - August 2014
Job Network Administrator Seeking Employment
Industry Information Technology and Services
Experience
Trideum Corporation August 2015 - Present
Coca-Cola Refreshments October 2014 - December 2014
Metropolitan Community College-Kansas City January 2014 - December 2014
Waddell & Reed May 2014 - August 2014
Pizza Hut January 2013 - May 2014
First Student July 2008 - September 2012
INSTE Bible College August 2010 - January 2011
Lighthouse Temple Open Bible December 2006 - December 2009
Family Life Fellowship August 2004 - December 2006
Pizza Hut June 2000 - August 2004
Skills
Troubleshooting, Computer Repair, Customer Satisfaction, Computer Hardware, Windows Server, Windows 7, Networking, System Administration, Operating Systems, Microsoft Office, Printers
Education
Centriq Training 2015 — 2015
Network and System Administration/Administrator
Grace University 2008 — 2011
Bachelor's, Psychology, Bible
Trideum Corporation August 2015 - Present
Coca-Cola Refreshments October 2014 - December 2014
Metropolitan Community College-Kansas City January 2014 - December 2014
Waddell & Reed May 2014 - August 2014
Pizza Hut January 2013 - May 2014
First Student July 2008 - September 2012
INSTE Bible College August 2010 - January 2011
Lighthouse Temple Open Bible December 2006 - December 2009
Family Life Fellowship August 2004 - December 2006
Pizza Hut June 2000 - August 2004
Skills
Troubleshooting, Computer Repair, Customer Satisfaction, Computer Hardware, Windows Server, Windows 7, Networking, System Administration, Operating Systems, Microsoft Office, Printers
Education
Centriq Training 2015 — 2015
Network and System Administration/Administrator
Grace University 2008 — 2011
Bachelor's, Psychology, Bible
Paul Swenson Paul Swenson's Waddell & Reed Experience May 2007 - January 2009
Job Wealth Adviser at United Capital Financial Advisers, LLC
Industry Financial Services
Experience
United Capital Financial Advisers, LLC January 2015 - Present
BBVA Compass September 2013 - January 2015
BBVA Compass April 2012 - September 2013
BBVA Compass July 2011 - April 2012
Office of the Arizona State Treasurer May 2010 - August 2010
Waddell & Reed May 2007 - January 2009
Skills
Wealth Management, Personal Financial..., Financial Analysis, Corporate Finance, Credit Analysis, Banking, Loans, Credit, Consumer Lending, Commercial Lending, Mortgage Lending, Portfolio Management, Microsoft Excel, PowerPoint, Microsoft Office, Strategic Financial..., Risk Management, Finance, Mutual Funds, Financial Planning
Education
Arizona State University, W. P. Carey School of Business 2007 — 2011
Bachelor of Science (B.S.), Finance
United Capital Financial Advisers, LLC January 2015 - Present
BBVA Compass September 2013 - January 2015
BBVA Compass April 2012 - September 2013
BBVA Compass July 2011 - April 2012
Office of the Arizona State Treasurer May 2010 - August 2010
Waddell & Reed May 2007 - January 2009
Skills
Wealth Management, Personal Financial..., Financial Analysis, Corporate Finance, Credit Analysis, Banking, Loans, Credit, Consumer Lending, Commercial Lending, Mortgage Lending, Portfolio Management, Microsoft Excel, PowerPoint, Microsoft Office, Strategic Financial..., Risk Management, Finance, Mutual Funds, Financial Planning
Education
Arizona State University, W. P. Carey School of Business 2007 — 2011
Bachelor of Science (B.S.), Finance
Mary Kate Van Sickle's Waddell & Reed Experience October 2013 - Present
Job Director of Operations, Client Services at Waddell & Reed
Industry Financial Services
Experience
Waddell & Reed October 2013 - Present
Waddell & Reed June 2012 - September 2013
Waddell & Reed September 2011 - August 2012
Waddell & Reed June 2010 - September 2011
Waddell & Reed March 2009 - June 2010
Waddell & Reed September 2007 - March 2009
Skills
Series 7, Series 66, Investments, Series 6, Mutual Funds, Microsoft Office, Financial Services, Management, Call Centers, Training, Customer Service, Interviews, Staff Development, Business Analysis, Customer Retention, Strategic Financial...
Education
Baker University 2009 — 2010
Bachelor of Business Management, Business Management
Waddell & Reed October 2013 - Present
Waddell & Reed June 2012 - September 2013
Waddell & Reed September 2011 - August 2012
Waddell & Reed June 2010 - September 2011
Waddell & Reed March 2009 - June 2010
Waddell & Reed September 2007 - March 2009
Skills
Series 7, Series 66, Investments, Series 6, Mutual Funds, Microsoft Office, Financial Services, Management, Call Centers, Training, Customer Service, Interviews, Staff Development, Business Analysis, Customer Retention, Strategic Financial...
Education
Baker University 2009 — 2010
Bachelor of Business Management, Business Management
Brenna Jensen's Waddell & Reed Experience November 2013 - Present
Job General Agent
Industry Financial Services
Experience
Waddell & Reed November 2013 - Present
Bouzies Bakery August 2011 - March 2013
Luna Restaurant and Catering April 2011 - July 2012
Ambrosia Bistro and Wine Bar March 2009 - February 2011
Skills
Financial Analysis, Baking, Chef, Sales, Cooking, Microsoft Word, Vegetarian Cooking, Microsoft Excel, Team Building, Team Leadership, Fiction Writing, Business Writing, QuickBooks, Theatre, PowerPoint, Sports Coaching
Education
Art Institute of Seattle 2005 — 2007
Associate of Arts and Sciences (AAS), Culinary Arts/Chef Training, Honors
Waddell & Reed November 2013 - Present
Bouzies Bakery August 2011 - March 2013
Luna Restaurant and Catering April 2011 - July 2012
Ambrosia Bistro and Wine Bar March 2009 - February 2011
Skills
Financial Analysis, Baking, Chef, Sales, Cooking, Microsoft Word, Vegetarian Cooking, Microsoft Excel, Team Building, Team Leadership, Fiction Writing, Business Writing, QuickBooks, Theatre, PowerPoint, Sports Coaching
Education
Art Institute of Seattle 2005 — 2007
Associate of Arts and Sciences (AAS), Culinary Arts/Chef Training, Honors
Michelle Thompson, MBA Michelle Thompson, MBA's Waddell & Reed Experience 2006 - 2007
Job Insurance Consultant
Industry Financial Services
Experience
Local Company In Mechanicsburg PA December 2010 - Present
Dumais Real Estate LLC December 2009 - April 2010
United First Financial November 2007 - December 2008
Waddell & Reed 2006 - 2007
Lenscrafters January 1999 - May 2006
DST Systems 2003 - 2004
Skills
Insurance, Health Insurance, Customer Service, Public Speaking, Coaching, Medicare, Medicare Supplements, Medicare Part D, Term Life Insurance, Universal Life, Long Term Care, Disability Insurance, Brokers, Fixed Annuities, Financial Planners, Retirement, Sales, Leadership, Long Term Care Insurance, Retirement Planning, Small Business, Long-term Care, Critical Illness, Property & Casualty..., 401k, Health Savings Accounts, Life Insurance, Estate Planning, Commercial Insurance, Underwriting, Investments, Whole Life, Employee Benefits, IRAs, Marketing
Education
Ashford University 2009 — 2011
MBA, Entrepreneurship
Bloomsburg University of Pennsylvania 1997 — 2002
Valley Forge Christian College 1997 — 2002
Bachelor of Science, Pastoral Counseling
Local Company In Mechanicsburg PA December 2010 - Present
Dumais Real Estate LLC December 2009 - April 2010
United First Financial November 2007 - December 2008
Waddell & Reed 2006 - 2007
Lenscrafters January 1999 - May 2006
DST Systems 2003 - 2004
Skills
Insurance, Health Insurance, Customer Service, Public Speaking, Coaching, Medicare, Medicare Supplements, Medicare Part D, Term Life Insurance, Universal Life, Long Term Care, Disability Insurance, Brokers, Fixed Annuities, Financial Planners, Retirement, Sales, Leadership, Long Term Care Insurance, Retirement Planning, Small Business, Long-term Care, Critical Illness, Property & Casualty..., 401k, Health Savings Accounts, Life Insurance, Estate Planning, Commercial Insurance, Underwriting, Investments, Whole Life, Employee Benefits, IRAs, Marketing
Education
Ashford University 2009 — 2011
MBA, Entrepreneurship
Bloomsburg University of Pennsylvania 1997 — 2002
Valley Forge Christian College 1997 — 2002
Bachelor of Science, Pastoral Counseling
Kaden Kenaga's Waddell & Reed Experience May 2013 - July 2013
Job Business Analyst at Power Settlements Consulting and Software
Industry Financial Services
Experience
Power Settlements Consulting and Software November 2013 - Present
Azusa Pacific University January 2013 - December 2013
Waddell & Reed May 2013 - July 2013
Best Buy September 2009 - December 2012
Skills
Sales, Finance, Business, Time Management, Leadership, Management, Training, Strategy, Visual Merchandising, Marketing, Merchandising, Networking, Retail, Pricing, Order Fulfillment, Critical Thinking, Social Networking, Teamwork, Team Leadership, Customer Satisfaction, Customer Service, PowerPoint, Public Speaking, Social Media, Event Planning, Microsoft Excel, Microsoft Word
Education
Azusa Pacific University 2009 — 2013
Bachelor of Science (B.S.), Finance
University College Dublin 2012 — 2012
Power Settlements Consulting and Software November 2013 - Present
Azusa Pacific University January 2013 - December 2013
Waddell & Reed May 2013 - July 2013
Best Buy September 2009 - December 2012
Skills
Sales, Finance, Business, Time Management, Leadership, Management, Training, Strategy, Visual Merchandising, Marketing, Merchandising, Networking, Retail, Pricing, Order Fulfillment, Critical Thinking, Social Networking, Teamwork, Team Leadership, Customer Satisfaction, Customer Service, PowerPoint, Public Speaking, Social Media, Event Planning, Microsoft Excel, Microsoft Word
Education
Azusa Pacific University 2009 — 2013
Bachelor of Science (B.S.), Finance
University College Dublin 2012 — 2012
Stephen Dombrowski's Waddell & Reed Experience September 2008 - March 2009
Job Regional Account Manager at CDW
Industry Information Technology and Services
Experience
CDW August 2011 - Present
Fastenal July 2009 - July 2011
Waddell & Reed September 2008 - March 2009
Skills
Cold Calling, Management, Customer Service, Employee Training, Account Management, Sales Process, Salesforce.com, Auditing, Lead Generation, Financial Reporting, Product Cost Analysis, Team Building, Sales Operations, Time Management, Training, Accounting, Inventory Management, Microsoft Licensing, Outlook, Return on Investment, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, 3D modeling software, Training & Development, EMC, VMware, Tripp Lite, Solution Selling, Direct Sales, Sales, Cloud Computing, SaaS, Channel Partners, Leadership, Enterprise Software, Sales Management, New Business Development, Virtualization, Business Development, Team Leadership, Security, CRM, Start-ups, Networking, Marketing, B2B, Managed Services, Data Center
Education
Benedictine University at Mesa 2015 — 2017
Master of Business Administration (M.B.A.)
Tarleton State University 2006 — 2008
Bachelor of Science, Economics
CDW August 2011 - Present
Fastenal July 2009 - July 2011
Waddell & Reed September 2008 - March 2009
Skills
Cold Calling, Management, Customer Service, Employee Training, Account Management, Sales Process, Salesforce.com, Auditing, Lead Generation, Financial Reporting, Product Cost Analysis, Team Building, Sales Operations, Time Management, Training, Accounting, Inventory Management, Microsoft Licensing, Outlook, Return on Investment, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, 3D modeling software, Training & Development, EMC, VMware, Tripp Lite, Solution Selling, Direct Sales, Sales, Cloud Computing, SaaS, Channel Partners, Leadership, Enterprise Software, Sales Management, New Business Development, Virtualization, Business Development, Team Leadership, Security, CRM, Start-ups, Networking, Marketing, B2B, Managed Services, Data Center
Education
Benedictine University at Mesa 2015 — 2017
Master of Business Administration (M.B.A.)
Tarleton State University 2006 — 2008
Bachelor of Science, Economics
Ryan Seematter, CISA, CISSP's Waddell & Reed Experience 2008 - 2012
Job IT Auditor II at Federal Reserve Bank of Kansas City
Industry Information Technology and Services
Experience
Federal Reserve Bank of Kansas City August 2012 - Present
AMC Theatres 2012 - August 2012
Waddell & Reed 2008 - 2012
Deloitte 2005 - 2008
Kansas State University 2000 - 2005
Skills
SDLC, IT Audit, Visio, ITIL, Software Documentation, Project Management, Internal Audit, Change Management, SQL, Logical Security, Risk Management, Oracle, External Audit, Building Relationships, Business Analysis, Software Project..., Information Technology, Leadership Development, Computer Operations, Process Consulting, Unix, JIRA, Leadership, Consulting, SharePoint, Information Security, Auditing, Governance, Requirements Gathering, IT Management, Ceridian, RACF, ISACA, PeopleSoft
Education
Baker University 2010 — 2012
MBA
Kansas State University 2000 — 2005
B.S., Management Information Systems / H.R. Management
Manhattan High School 1996 — 2000
Federal Reserve Bank of Kansas City August 2012 - Present
AMC Theatres 2012 - August 2012
Waddell & Reed 2008 - 2012
Deloitte 2005 - 2008
Kansas State University 2000 - 2005
Skills
SDLC, IT Audit, Visio, ITIL, Software Documentation, Project Management, Internal Audit, Change Management, SQL, Logical Security, Risk Management, Oracle, External Audit, Building Relationships, Business Analysis, Software Project..., Information Technology, Leadership Development, Computer Operations, Process Consulting, Unix, JIRA, Leadership, Consulting, SharePoint, Information Security, Auditing, Governance, Requirements Gathering, IT Management, Ceridian, RACF, ISACA, PeopleSoft
Education
Baker University 2010 — 2012
MBA
Kansas State University 2000 — 2005
B.S., Management Information Systems / H.R. Management
Manhattan High School 1996 — 2000
Jim Horlacher Jim Horlacher's Waddell & Reed Experience 1993 - 1993
Job Financial Advisor
Industry Investment Management
Experience
First Affirmative Financial Network 1994 - Present
Waddell & Reed 1993 - 1993
Baker University - School of Professional & Graduate Studies 1992 - 1992
Education
The University of Edinburgh 1990 — 1991
MBA, Business, Economics, Finance, Marketing
Baker University 1986 — 1990
BS, Business, Computer Information Systems, Economics
First Affirmative Financial Network 1994 - Present
Waddell & Reed 1993 - 1993
Baker University - School of Professional & Graduate Studies 1992 - 1992
Education
The University of Edinburgh 1990 — 1991
MBA, Business, Economics, Finance, Marketing
Baker University 1986 — 1990
BS, Business, Computer Information Systems, Economics
Donald Monty Montgomery Donald Monty Montgomery's Waddell & Reed Experience March 2003 - February 2006
Job Project Manager at SPX Cooling Technologies
Industry Construction
Experience
SPX Cooling Technologies July 2013 - Present
SPX Cooling Technologies July 2011 - July 2013
Waddell & Reed March 2003 - February 2006
United States Army August 1994 - April 2003
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Strategic Planning, Customer Service, Process Improvement, Project Planning, Financial Analysis, Budgets, SAP, Project Management, Project Coordination, Contract Negotiation
Education
Baker University 2010 — 2012
Master of Business Administration
University of Missouri-Kansas City 2008 — 2009
Bachelor of Arts, Economics
Johnson County Community College 2006 — 2008
Associates of Arts, Liberal Arts
SPX Cooling Technologies July 2013 - Present
SPX Cooling Technologies July 2011 - July 2013
Waddell & Reed March 2003 - February 2006
United States Army August 1994 - April 2003
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Strategic Planning, Customer Service, Process Improvement, Project Planning, Financial Analysis, Budgets, SAP, Project Management, Project Coordination, Contract Negotiation
Education
Baker University 2010 — 2012
Master of Business Administration
University of Missouri-Kansas City 2008 — 2009
Bachelor of Arts, Economics
Johnson County Community College 2006 — 2008
Associates of Arts, Liberal Arts
Elizabeth R. Walter Elizabeth R. Walter's Waddell & Reed Experience October 2009 - December 2012
Job Experienced professional who takes on new challenges and tackles new subject matter and skills with each new endeavor.
Industry Research
Experience
U.S. Department of Commerce, U.S. Census Bureau May 2014 - Present
Waddell & Reed October 2009 - December 2012
Transgroup Worldwide Logistics October 2003 - May 2005
Bank of America January 2000 - June 2003
Butcher & Williams, P.S. April 1993 - October 1998
Tewell & Findlay, P.S. May 1991 - March 1993
Idaho Supreme Court June 1989 - May 1991
Skills
General and public..., Legal research, writing..., Election and Voting..., Community outreach and..., Voter education, Public Speaking, Trademarks, Litigation, Sustainable Strategies, Copyright Law, Political Canvassing, Estate Planning, Contract review and..., Music licensing, Finacial advice
Education
Bainbridge Graduate Institute 2007 — 2008
Certificate, Sustainable Business
Gonzaga University School of Law 1984 — 1987
Juris Doctor (J.D.), Law
Arizona State University
BS, Psychology
Phoenix College
Associate of Arts (A.A.), Psychology
U.S. Department of Commerce, U.S. Census Bureau May 2014 - Present
Waddell & Reed October 2009 - December 2012
Transgroup Worldwide Logistics October 2003 - May 2005
Bank of America January 2000 - June 2003
Butcher & Williams, P.S. April 1993 - October 1998
Tewell & Findlay, P.S. May 1991 - March 1993
Idaho Supreme Court June 1989 - May 1991
Skills
General and public..., Legal research, writing..., Election and Voting..., Community outreach and..., Voter education, Public Speaking, Trademarks, Litigation, Sustainable Strategies, Copyright Law, Political Canvassing, Estate Planning, Contract review and..., Music licensing, Finacial advice
Education
Bainbridge Graduate Institute 2007 — 2008
Certificate, Sustainable Business
Gonzaga University School of Law 1984 — 1987
Juris Doctor (J.D.), Law
Arizona State University
BS, Psychology
Phoenix College
Associate of Arts (A.A.), Psychology
Stephen Underwood's Waddell & Reed Experience May 2010 - June 2011
Job Operations Accountant & Analyst at EnLink Midstream
Industry Accounting
Experience
EnLink Midstream May 2014 - Present
PwC September 2011 - May 2014
Waddell & Reed May 2010 - June 2011
Baldwin City Economic Development February 2010 - May 2010
Career Athletes June 2009 - April 2010
Skills
Auditing, Accounting, Financial Reporting, Leadership, Project Management, Internal Controls, Internal Audit, Financial Statements, Financial Analysis, Financial Accounting, Microsoft Excel, Process Improvement, Management, Sarbanes-Oxley Act, Microsoft Office, Energy Industry, Oil & Gas, Midstream
Education
Baker University 2006 — 2010
Accounting/Business Management
EnLink Midstream May 2014 - Present
PwC September 2011 - May 2014
Waddell & Reed May 2010 - June 2011
Baldwin City Economic Development February 2010 - May 2010
Career Athletes June 2009 - April 2010
Skills
Auditing, Accounting, Financial Reporting, Leadership, Project Management, Internal Controls, Internal Audit, Financial Statements, Financial Analysis, Financial Accounting, Microsoft Excel, Process Improvement, Management, Sarbanes-Oxley Act, Microsoft Office, Energy Industry, Oil & Gas, Midstream
Education
Baker University 2006 — 2010
Accounting/Business Management
Nick Bratkovic's Waddell & Reed Experience March 2012 - Present
Job Marketing individual with experience in business, proposal management and journalism writing
Industry Marketing and Advertising
Experience
Waddell & Reed March 2012 - Present
Commerce Bank May 2008 - March 2012
Shawnee Dispatch (Part of Lawrence Journal-World) August 2007 - March 2008
Louisburg Herald and Miami County Newspapers February 2003 - August 2007
Olathe News 2000 - 2003
Skills
RFP preparation, Editing, Technical Writing, Newsletters, proposal writing, Project management, Copywriting, Business Development..., Graphic Design, Journalism, Indesign, Incopy, RFI, RFQ, Social Media, Writing, Corporate Communications, Marketing Communications, Public Relations, Sports Writing
Education
Baker University
Masters of Business Administration
Kansas State University 1998 — 2002
Public Relations and Journalism, Mass Communications
Shawnee Mission North 1995 — 1998
Baker University
Waddell & Reed March 2012 - Present
Commerce Bank May 2008 - March 2012
Shawnee Dispatch (Part of Lawrence Journal-World) August 2007 - March 2008
Louisburg Herald and Miami County Newspapers February 2003 - August 2007
Olathe News 2000 - 2003
Skills
RFP preparation, Editing, Technical Writing, Newsletters, proposal writing, Project management, Copywriting, Business Development..., Graphic Design, Journalism, Indesign, Incopy, RFI, RFQ, Social Media, Writing, Corporate Communications, Marketing Communications, Public Relations, Sports Writing
Education
Baker University
Masters of Business Administration
Kansas State University 1998 — 2002
Public Relations and Journalism, Mass Communications
Shawnee Mission North 1995 — 1998
Baker University
Romildo Ferreira Jr Romildo Ferreira Jr's Waddell & Reed Experience February 2015 - Present
Job Financial Adviser at Waddell & Reed Wealth Management
Industry Financial Services
Experience
Waddell & Reed February 2015 - Present
Going-There Global Destination Services April 2013 - December 2013
Tetrapak February 2012 - August 2012
Global Mex Trading May 2009 - May 2010
BBVA Compass May 2006 - May 2009
Chase Bank January 2004 - May 2006
Rocus Transport, LLC January 2002 - January 2004
IBM January 1995 - July 2003
IBM Corporation January 1995 - January 2003
Barre & Company January 1993 - January 1994
Skills
Management, Spanish, Negotiation, Customer Satisfaction, Training, Portuguese, Investments, Banking, Process Improvement, Team Leadership, Financial Analysis, Portfolio Management, Loans, Financial Services, Insurance, Strategic Planning, Sales, Business Development, Business Planning, Sales Management, Microsoft Excel, Relocation Services, Finance
Education
Amberton University 2002 — 2006
Bachelors in Business Administration, Business, 3.3 GPA
Amberton University 2002 — 2006
Bachelors Degree, Business Administration, 3.3 GPA
Richland College
Computer Software Classes, Computer
Richland Community College 1990 — 1992
Associate Degree, Business Management
Waddell & Reed February 2015 - Present
Going-There Global Destination Services April 2013 - December 2013
Tetrapak February 2012 - August 2012
Global Mex Trading May 2009 - May 2010
BBVA Compass May 2006 - May 2009
Chase Bank January 2004 - May 2006
Rocus Transport, LLC January 2002 - January 2004
IBM January 1995 - July 2003
IBM Corporation January 1995 - January 2003
Barre & Company January 1993 - January 1994
Skills
Management, Spanish, Negotiation, Customer Satisfaction, Training, Portuguese, Investments, Banking, Process Improvement, Team Leadership, Financial Analysis, Portfolio Management, Loans, Financial Services, Insurance, Strategic Planning, Sales, Business Development, Business Planning, Sales Management, Microsoft Excel, Relocation Services, Finance
Education
Amberton University 2002 — 2006
Bachelors in Business Administration, Business, 3.3 GPA
Amberton University 2002 — 2006
Bachelors Degree, Business Administration, 3.3 GPA
Richland College
Computer Software Classes, Computer
Richland Community College 1990 — 1992
Associate Degree, Business Management
Hunter Chism Hunter Chism's Waddell & Reed Experience September 2010 - July 2013
Job Financial Services Consultant
Industry Financial Services
Experience
Carlisle & Gallagher Consulting Group June 2015 - Present
ExxonMobil October 2014 - February 2015
Charter Capital Partners August 2014 - September 2014
ABT Power Management, Inc. (formerly known as Advanced Battery Technologies, Inc.) June 2014 - July 2014
Waddell & Reed September 2010 - July 2013
Chism Home Maintenance June 2009 - August 2009
Jacob Fleming Group August 2008 - December 2008
Northern Michigan Regional Hospital June 2008 - August 2008
Skills
Marketing, Market Research, Business Development, Entrepreneurship, Marketing Strategy, Sales, Fundraising, Social Media Marketing, Social Media, Marketing Communications, Event Planning, Event Management, Public Relations, New Business Development, Social Networking, Facebook, CRM, Research, Leadership, Microsoft Excel, Account Management, Strategic Planning, Microsoft Office, Management, Public Speaking, Customer Service, Data Analysis, PowerPoint, Finance, Financial Analysis, Consulting, Strategy, Competitive Analysis, Financial Modeling, Investments
Education
Wake Forest University 2013 — 2015
Master of Business Administration (MBA)
Clemson University - College of Business and Behavioral Science 2009 — 2010
Bachelor of Business Administration (B.B.A.), Marketing, 3.5 GPA
ESEI International Business School Barcelona 2008 — 2008
Business Administration and Management, General
Samford University 2006 — 2008
Bachelor of Science (B.S.), Marketing
Carlisle & Gallagher Consulting Group June 2015 - Present
ExxonMobil October 2014 - February 2015
Charter Capital Partners August 2014 - September 2014
ABT Power Management, Inc. (formerly known as Advanced Battery Technologies, Inc.) June 2014 - July 2014
Waddell & Reed September 2010 - July 2013
Chism Home Maintenance June 2009 - August 2009
Jacob Fleming Group August 2008 - December 2008
Northern Michigan Regional Hospital June 2008 - August 2008
Skills
Marketing, Market Research, Business Development, Entrepreneurship, Marketing Strategy, Sales, Fundraising, Social Media Marketing, Social Media, Marketing Communications, Event Planning, Event Management, Public Relations, New Business Development, Social Networking, Facebook, CRM, Research, Leadership, Microsoft Excel, Account Management, Strategic Planning, Microsoft Office, Management, Public Speaking, Customer Service, Data Analysis, PowerPoint, Finance, Financial Analysis, Consulting, Strategy, Competitive Analysis, Financial Modeling, Investments
Education
Wake Forest University 2013 — 2015
Master of Business Administration (MBA)
Clemson University - College of Business and Behavioral Science 2009 — 2010
Bachelor of Business Administration (B.B.A.), Marketing, 3.5 GPA
ESEI International Business School Barcelona 2008 — 2008
Business Administration and Management, General
Samford University 2006 — 2008
Bachelor of Science (B.S.), Marketing
Stacy Motsick (Barr) Stacy Motsick (Barr)'s Waddell & Reed Experience January 2013 - Present
Job Retired
Industry Fund-Raising
Experience
Retired and enjoying time with family June 2015 - Present
Waddell & Reed January 2013 - Present
Waddell & Reed Financial Services January 2008 - December 2012
Waddell & Reed Financial Services January 2007 - December 2007
Waddell & Reed Financial Services January 2004 - January 2007
Waddell & Reed Financial Services April 2002 - January 2004
Waddell & Reed Financial Services November 2000 - April 2002
Gateway November 1999 - November 2000
Quadramed Corporation February 1998 - November 1999
Skills
Mutual Funds, Project Management, Product Management, Marketing Communications, Strategic Communications, Marketing, Marketing Strategy, Marketing Management, Web Content, Training Delivery, Strategic Financial..., Training, Strategy, Management, Account Management, Email Marketing
Education
Baker University 2003 — 2005
MBA, 4.0
Northwest Missouri State University 1991 — 1995
BS, Speech Communications
Retired and enjoying time with family June 2015 - Present
Waddell & Reed January 2013 - Present
Waddell & Reed Financial Services January 2008 - December 2012
Waddell & Reed Financial Services January 2007 - December 2007
Waddell & Reed Financial Services January 2004 - January 2007
Waddell & Reed Financial Services April 2002 - January 2004
Waddell & Reed Financial Services November 2000 - April 2002
Gateway November 1999 - November 2000
Quadramed Corporation February 1998 - November 1999
Skills
Mutual Funds, Project Management, Product Management, Marketing Communications, Strategic Communications, Marketing, Marketing Strategy, Marketing Management, Web Content, Training Delivery, Strategic Financial..., Training, Strategy, Management, Account Management, Email Marketing
Education
Baker University 2003 — 2005
MBA, 4.0
Northwest Missouri State University 1991 — 1995
BS, Speech Communications
Alan Mayer's Waddell & Reed Experience 1997 - 1998
Job Executive Director / GM, Worldwide Channel Services, Global Support and Deployment at Dell
Industry Information Technology and Services
Experience
Dell 2015 - Present
Dell 2013 - 2015
Dell 2011 - 2013
Dell 2009 - 2011
Dell 2004 - 2009
Dell 2002 - 2004
Dell September 1999 - 2002
Lexus 1997 - 1999
Waddell & Reed 1997 - 1998
Skills
Operations Management, Executive Management, Sales Management, Sales, Solution Selling, Professional Services, Consulting, Microsoft Technologies, Team Leadership, Cross-functional Team..., Leadership, Customer Experience, Customer Service, Customer Acquisition, Acquisitions, Building Relationships, Channel Sales, Cloud Computing, Private Cloud, Security, Managed Services, Virtualization, SaaS, Solution Architecture, Management, Enterprise Software, Product Management, CRM, Storage, Pre-sales, Partner Management, Data Center, Salesforce.com, Channel Partners, Sales Process, Direct Sales, Sales Enablement, Go-to-market Strategy, Strategic Partnerships, Business Alliances, Team Building, Demand Generation, Lead Generation, Software Industry
Education
Arizona State University 1992 — 1997
B.S.
Dell 2015 - Present
Dell 2013 - 2015
Dell 2011 - 2013
Dell 2009 - 2011
Dell 2004 - 2009
Dell 2002 - 2004
Dell September 1999 - 2002
Lexus 1997 - 1999
Waddell & Reed 1997 - 1998
Skills
Operations Management, Executive Management, Sales Management, Sales, Solution Selling, Professional Services, Consulting, Microsoft Technologies, Team Leadership, Cross-functional Team..., Leadership, Customer Experience, Customer Service, Customer Acquisition, Acquisitions, Building Relationships, Channel Sales, Cloud Computing, Private Cloud, Security, Managed Services, Virtualization, SaaS, Solution Architecture, Management, Enterprise Software, Product Management, CRM, Storage, Pre-sales, Partner Management, Data Center, Salesforce.com, Channel Partners, Sales Process, Direct Sales, Sales Enablement, Go-to-market Strategy, Strategic Partnerships, Business Alliances, Team Building, Demand Generation, Lead Generation, Software Industry
Education
Arizona State University 1992 — 1997
B.S.
Nick Langley's Waddell & Reed Experience February 2001 - August 2003
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
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
Gretchen Cox's Waddell & Reed Experience January 2014 - Present
Job AVP Ivy Sales Operations at Waddell & Reed
Industry Accounting
Experience
Waddell & Reed January 2014 - Present
Waddell & Reed January 2010 - December 2013
Waddell & Reed, Inc. February 2002 - December 2009
Railroad Savings Bank 1994 - 1995
Education
Baker University 1999 — 2001
Emporia State University 1989 — 1993
BDB, Accounting
Waddell & Reed January 2014 - Present
Waddell & Reed January 2010 - December 2013
Waddell & Reed, Inc. February 2002 - December 2009
Railroad Savings Bank 1994 - 1995
Education
Baker University 1999 — 2001
Emporia State University 1989 — 1993
BDB, Accounting
Joshua Konesni's Waddell & Reed Experience August 2002 - November 2003
Job Senior Financial Analyst II at Thermo Fisher Scientific
Industry Financial Services
Experience
Thermo Fisher Scientific February 2014 - Present
Thermo Fisher Scientific January 2010 - February 2014
Thermo Fisher Scientific January 2008 - December 2009
Konesni Construction November 2003 - December 2007
Waddell & Reed August 2002 - November 2003
Skills
Pricing Strategy, Competitive Analysis, Pricing Analysis, Business Analysis, Forecasting, Strategy, AAMS, Market Analysis, Financial Analysis, Product Management, Cross-functional Team..., International Business..., Pricing Research, Market Pricing, Contract Pricing, Transfer Pricing, Bid Pricing, Personal Finance, Business Strategy, New Business Development, Business Process..., Management, Small Business, Business Development, Business Planning, Construction Management, Construction Accounting, Construction Drawings, Data Analysis, Benefits Realisation, Benefits Design, Corporate Benefits, Benefits Management, Modeling, Optimizations, Presentations, Written & Oral..., Data Mining, SQL
Education
Allegheny College
Bachelor of Arts (BA), Economics
Thermo Fisher Scientific February 2014 - Present
Thermo Fisher Scientific January 2010 - February 2014
Thermo Fisher Scientific January 2008 - December 2009
Konesni Construction November 2003 - December 2007
Waddell & Reed August 2002 - November 2003
Skills
Pricing Strategy, Competitive Analysis, Pricing Analysis, Business Analysis, Forecasting, Strategy, AAMS, Market Analysis, Financial Analysis, Product Management, Cross-functional Team..., International Business..., Pricing Research, Market Pricing, Contract Pricing, Transfer Pricing, Bid Pricing, Personal Finance, Business Strategy, New Business Development, Business Process..., Management, Small Business, Business Development, Business Planning, Construction Management, Construction Accounting, Construction Drawings, Data Analysis, Benefits Realisation, Benefits Design, Corporate Benefits, Benefits Management, Modeling, Optimizations, Presentations, Written & Oral..., Data Mining, SQL
Education
Allegheny College
Bachelor of Arts (BA), Economics
Sarah Coe's Waddell & Reed Experience 2002 - 2006
Job Childcare, Chef, Housekeeper, Driver, Laundress, Personal Shopper at Stay at Home Mom
Industry Computer Software
Experience
Stay at Home Mom July 2010 - Present
Farmers Insurance January 2010 - July 2010
Jack Henry & Associates May 2008 - July 2009
iModules Software August 2007 - November 2007
Waddell and Reed Financial Services 2002 - 2006
Waddell & Reed 2002 - 2006
Johnson County Community College 1997 - 2000
Skills
Active Directory, Customer Service, Microsoft Excel, Software Documentation, Windows 7, Program Management, Microsoft Office, Microsoft Word
Education
Baker University 2002 — 2004
Stay at Home Mom July 2010 - Present
Farmers Insurance January 2010 - July 2010
Jack Henry & Associates May 2008 - July 2009
iModules Software August 2007 - November 2007
Waddell and Reed Financial Services 2002 - 2006
Waddell & Reed 2002 - 2006
Johnson County Community College 1997 - 2000
Skills
Active Directory, Customer Service, Microsoft Excel, Software Documentation, Windows 7, Program Management, Microsoft Office, Microsoft Word
Education
Baker University 2002 — 2004
Regina Campbell's Waddell & Reed Experience August 2014 - Present
Job AVP of Operations, Client Services
Industry Financial Services
Experience
Waddell & Reed August 2014 - Present
Waddell & Reed Financial Services December 2008 - August 2013
Waddell & Reed Financial Services July 2006 - December 2008
Waddell & Reed Financial Services January 2005 - July 2006
Waddell & Reed Financial Services July 1999 - January 2005
Waddell & Reed Financial Services November 1996 - July 1999
Waddell & Reed Financial Services October 1995 - November 1996
Blue Springs Nissan 1993 - 1995
Skills
Financial Services, Process Improvement, Investments, Mutual Funds, Series 7, Operations Management, Insurance, Training, Wealth Management, Strategic Financial..., Risk Management, Series 63, Retirement Planning, Securities, Relationship Management, Management, Financial Planning, Customer Service, Microsoft Excel, Leadership
Education
Baker University 2005 — 2009
Friends University 2004 — 2005
Business
Waddell & Reed August 2014 - Present
Waddell & Reed Financial Services December 2008 - August 2013
Waddell & Reed Financial Services July 2006 - December 2008
Waddell & Reed Financial Services January 2005 - July 2006
Waddell & Reed Financial Services July 1999 - January 2005
Waddell & Reed Financial Services November 1996 - July 1999
Waddell & Reed Financial Services October 1995 - November 1996
Blue Springs Nissan 1993 - 1995
Skills
Financial Services, Process Improvement, Investments, Mutual Funds, Series 7, Operations Management, Insurance, Training, Wealth Management, Strategic Financial..., Risk Management, Series 63, Retirement Planning, Securities, Relationship Management, Management, Financial Planning, Customer Service, Microsoft Excel, Leadership
Education
Baker University 2005 — 2009
Friends University 2004 — 2005
Business
Jennifer Farino's Waddell & Reed Experience August 2011 - August 2012
Job Market Research Analyst at Voit Real Estate Services
Industry Real Estate
Experience
Voit Real Estate Services August 2013 - Present
Waddell & Reed Financial Services September 2011 - August 2013
Waddell & Reed August 2011 - August 2012
Waddell & Reed July 2007 - May 2011
Skills
Microsoft Office, Microsoft Word, Financial Analysis, Investments, Customer Service, Insurance, Strategic Financial..., Access, Mutual Funds, Finance, Banking, Outlook, PowerPoint, Photoshop, Argus Developer, CoStar, Research, Due Diligence
Education
Arizona State University 2012 — 2013
Masters of Real Estate Development, Real Estate Development
The University of New Mexico 2002 — 2006
Bachelor of Arts in Architecture, Architecture
Voit Real Estate Services August 2013 - Present
Waddell & Reed Financial Services September 2011 - August 2013
Waddell & Reed August 2011 - August 2012
Waddell & Reed July 2007 - May 2011
Skills
Microsoft Office, Microsoft Word, Financial Analysis, Investments, Customer Service, Insurance, Strategic Financial..., Access, Mutual Funds, Finance, Banking, Outlook, PowerPoint, Photoshop, Argus Developer, CoStar, Research, Due Diligence
Education
Arizona State University 2012 — 2013
Masters of Real Estate Development, Real Estate Development
The University of New Mexico 2002 — 2006
Bachelor of Arts in Architecture, Architecture
Lisa Swartz's Waddell & Reed Experience October 2010 - Present
Job at Waddell & Reed
Industry Retail
Experience
Waddell & Reed October 2010 - Present
Sioux Chief Manufacturing August 2007 - October 2010
Avila University April 2006 - August 2007
Avila University July 2004 - April 2006
Avila University July 2002 - July 2004
Avila University January 2001 - July 2002
Halls Crown Center January 2000 - January 2001
Skills
Volunteer Management, Event Planning, Event Management, Non-profits, Close Attention to..., Computer Proficiency, Fundraising, Donor Management, Nonprofits, Staff Development, Program Development, Community Outreach, Newsletters, Grant Writing, Community Development, Leadership
Education
Avila University 2001 — 2003
Bachelor of Science, Business Administration
Waddell & Reed October 2010 - Present
Sioux Chief Manufacturing August 2007 - October 2010
Avila University April 2006 - August 2007
Avila University July 2004 - April 2006
Avila University July 2002 - July 2004
Avila University January 2001 - July 2002
Halls Crown Center January 2000 - January 2001
Skills
Volunteer Management, Event Planning, Event Management, Non-profits, Close Attention to..., Computer Proficiency, Fundraising, Donor Management, Nonprofits, Staff Development, Program Development, Community Outreach, Newsletters, Grant Writing, Community Development, Leadership
Education
Avila University 2001 — 2003
Bachelor of Science, Business Administration
Kurt Baker's Waddell & Reed Experience April 2014 - Present
Job IT Sr Support Analyst at Mayo Clinic
Industry Information Technology and Services
Experience
Mayo Clinic 2015 - Present
Waddell & Reed April 2014 - Present
Waddell & Reed June 2010 - Present
Waddell & Reed Financial Services 2008 - 2010
Waddell & Reed October 2005 - May 2008
Skills
ITIL v3 Foundations..., Visio, Help Desk Support, SDLC, Software Documentation, Disaster Recovery, Business Analysis, Vendor Management, Process Improvement, Active Directory, SharePoint, Leadership, Customer Service, Troubleshooting, Microsoft SQL Server, Windows 7, Information Technology, Technical Support
Education
Baker University 2012 — 2015
Master of Business Administration (MBA), Business
DeVry 1995 — 1998
BA, Computer Information Services
Mayo Clinic 2015 - Present
Waddell & Reed April 2014 - Present
Waddell & Reed June 2010 - Present
Waddell & Reed Financial Services 2008 - 2010
Waddell & Reed October 2005 - May 2008
Skills
ITIL v3 Foundations..., Visio, Help Desk Support, SDLC, Software Documentation, Disaster Recovery, Business Analysis, Vendor Management, Process Improvement, Active Directory, SharePoint, Leadership, Customer Service, Troubleshooting, Microsoft SQL Server, Windows 7, Information Technology, Technical Support
Education
Baker University 2012 — 2015
Master of Business Administration (MBA), Business
DeVry 1995 — 1998
BA, Computer Information Services
Jill Denzer's Waddell & Reed Experience Certified Business Education Teacher 9 - 12EducationJanuary 2011 - 2013
Job Certified Social Studies & Business Education Teacher Grades 912
Industry Primary/Secondary Education
Experience
Waddell & Reed Certified Business Education Teacher 9 - 12EducationJanuary 2011 - 2013
Skills
Accounting
Education
Avila University 2007 — 2012
BSBA, Business/ Marketing & HS Business Teacher Cert
shawnee mission northwest highschool
Waddell & Reed Certified Business Education Teacher 9 - 12EducationJanuary 2011 - 2013
Skills
Accounting
Education
Avila University 2007 — 2012
BSBA, Business/ Marketing & HS Business Teacher Cert
shawnee mission northwest highschool
David Patelson's Waddell & Reed Experience January 2015 - Present
Job Financial Services at Waddell & Reed
Industry Insurance
Experience
Waddell & Reed January 2015 - Present
AIG April 1999 - April 2013
Canada Life Assurance Company 1996 - 1999
Margill Capital Management 1994 - 1995
Skills
Forecasting, Management, Derivatives, Operations Management, Portfolio Management, Contract Negotiation, Financial Analysis, Investments, Banking, Finance, Program Management, Financial Services
Education
Arizona State University 1985 — 1988
Bachelor of Arts (B.A.), Organizational Communication, General
Waddell & Reed January 2015 - Present
AIG April 1999 - April 2013
Canada Life Assurance Company 1996 - 1999
Margill Capital Management 1994 - 1995
Skills
Forecasting, Management, Derivatives, Operations Management, Portfolio Management, Contract Negotiation, Financial Analysis, Investments, Banking, Finance, Program Management, Financial Services
Education
Arizona State University 1985 — 1988
Bachelor of Arts (B.A.), Organizational Communication, General
Ryan Slade's Waddell & Reed Experience October 2008 - October 2009
Job Options Trader
Industry Investment Management
Experience
Self Employed December 2010 - Present
Scalp Trade LLC November 2009 - December 2010
Howard Dental Center February 2009 - October 2009
Waddell & Reed October 2008 - October 2009
Sirenusa Residential Development September 2007 - July 2008
Last Atlantis Capital Management August 2006 - May 2007
Frank's Supply Co., Inc. June 1996 - January 2006
Camelback Trading LLC October 2001 - November 2003
Smith Barney June 2000 - August 2000
Skills
Options, Investments, Trading, Portfolio Management, Asset Management, Equities, Financial Modeling, Stock Trading, Fixed Income, Money Management, Derivatives, Trading Strategies, Alternative Investments, Series 7, Finance, Hedge Funds, Analysis, Securities, Electronic Trading, Financial Markets, Bloomberg, Bonds, Commodity, Technical Analysis, Series 63, Currency, Capital Markets, ETFs, Equity Trading, Financial Advisory, Traders, Trading Systems, Options Strategies, Market Making, Equity Derivatives, FINRA, Hedging, Proprietary Trading
Education
Arizona State University 1998 — 2002
BS, Economics
Arizona State University - W. P. Carey School of Business 1998 — 2002
BS, Economic
University of Cambridge 2001 — 2001
Inernational Business Certificate
Albuquerque Academy 1992 — 1998
High School
Manzano Day School 1989 — 1992
Elementary School
Self Employed December 2010 - Present
Scalp Trade LLC November 2009 - December 2010
Howard Dental Center February 2009 - October 2009
Waddell & Reed October 2008 - October 2009
Sirenusa Residential Development September 2007 - July 2008
Last Atlantis Capital Management August 2006 - May 2007
Frank's Supply Co., Inc. June 1996 - January 2006
Camelback Trading LLC October 2001 - November 2003
Smith Barney June 2000 - August 2000
Skills
Options, Investments, Trading, Portfolio Management, Asset Management, Equities, Financial Modeling, Stock Trading, Fixed Income, Money Management, Derivatives, Trading Strategies, Alternative Investments, Series 7, Finance, Hedge Funds, Analysis, Securities, Electronic Trading, Financial Markets, Bloomberg, Bonds, Commodity, Technical Analysis, Series 63, Currency, Capital Markets, ETFs, Equity Trading, Financial Advisory, Traders, Trading Systems, Options Strategies, Market Making, Equity Derivatives, FINRA, Hedging, Proprietary Trading
Education
Arizona State University 1998 — 2002
BS, Economics
Arizona State University - W. P. Carey School of Business 1998 — 2002
BS, Economic
University of Cambridge 2001 — 2001
Inernational Business Certificate
Albuquerque Academy 1992 — 1998
High School
Manzano Day School 1989 — 1992
Elementary School
Stacy Meoli's Waddell & Reed Experience January 2013 - Present
Job Assistant Vice President Learning Solutions at Waddell & Reed
Industry Financial Services
Experience
Waddell & Reed January 2013 - Present
Waddell & Reed October 2011 - Present
Waddell & Reed January 2010 - October 2011
State Street January 1999 - September 2003
Skills
Mutual Funds, Series 7, Learning Management, Learning Management..., Content Development, Training, Training Delivery, Management, Series 66, Life & Health Insurance..., Business Analysis, Customer Service, Financial Services, Process Improvement, Leadership, Strategic Planning
Education
Baker University 2009 — 2011
Master of Business Administration (MBA), 4.0
Central Missouri State University 1996 — 1998
Bachelor of Science (B.S.), Economics
University of Missouri-Columbia 1995 — 1996
Waddell & Reed January 2013 - Present
Waddell & Reed October 2011 - Present
Waddell & Reed January 2010 - October 2011
State Street January 1999 - September 2003
Skills
Mutual Funds, Series 7, Learning Management, Learning Management..., Content Development, Training, Training Delivery, Management, Series 66, Life & Health Insurance..., Business Analysis, Customer Service, Financial Services, Process Improvement, Leadership, Strategic Planning
Education
Baker University 2009 — 2011
Master of Business Administration (MBA), 4.0
Central Missouri State University 1996 — 1998
Bachelor of Science (B.S.), Economics
University of Missouri-Columbia 1995 — 1996
Andrea Weis's Waddell & Reed Experience June 2012 - Present
Job Project Manager at Waddell & Reed
Industry Financial Services
Experience
Waddell & Reed June 2012 - Present
Waddell & Reed Financial Services August 2006 - June 2012
DST Systems 2002 - 2006
Skills
Business Requirements, Project Management, Process Modeling, Finance, Management, Requirements Management
Education
Avila University 2008 — 2009
Project Mgmt Certificate, Project Management
University of Central Missouri 1996 — 1999
B.S.B.A, Marketing
Waddell & Reed June 2012 - Present
Waddell & Reed Financial Services August 2006 - June 2012
DST Systems 2002 - 2006
Skills
Business Requirements, Project Management, Process Modeling, Finance, Management, Requirements Management
Education
Avila University 2008 — 2009
Project Mgmt Certificate, Project Management
University of Central Missouri 1996 — 1999
B.S.B.A, Marketing
Timothy Cowan's Waddell & Reed Experience September 2012 - February 2014
Job Director Business Systems at Westar Energy
Industry Information Technology and Services
Experience
Westar Energy February 2014 - Present
Waddell & Reed September 2012 - February 2014
HP Enterprise Services September 2009 - October 2012
EDS Corporation May 2006 - September 2009
EDS Corporation September 2003 - May 2006
EDS Corporation January 2000 - September 2003
EDS Corporation January 1997 - January 2000
EDS Corporation August 1990 - January 1997
Skills
IT Outsourcing, CMMI, SLA, IT Management
Education
Sterling College 1986 — 1990
BS, Computer Science and Mathematics
Babson College
CONSORTIUM FOR EXECUTIVE DEVELOPMENT
Westar Energy February 2014 - Present
Waddell & Reed September 2012 - February 2014
HP Enterprise Services September 2009 - October 2012
EDS Corporation May 2006 - September 2009
EDS Corporation September 2003 - May 2006
EDS Corporation January 2000 - September 2003
EDS Corporation January 1997 - January 2000
EDS Corporation August 1990 - January 1997
Skills
IT Outsourcing, CMMI, SLA, IT Management
Education
Sterling College 1986 — 1990
BS, Computer Science and Mathematics
Babson College
CONSORTIUM FOR EXECUTIVE DEVELOPMENT
Denise (Denise Wheeler) Martin's Waddell & Reed Experience December 2014 - Present
Job Financial Assistant at Waddell & Reed
Industry Financial Services
Experience
Waddell & Reed December 2014 - Present
Myers and Stauffer LC May 2013 - April 2014
Wade Rivers.com March 2012 - May 2013
Ultimate Eye Care February 2008 - March 2012
Skills
Time Management, Microsoft Office, Microsoft Word, PowerPoint, Microsoft Excel, Outlook, Research, Social Media, Customer Service, Editing, Administrative..., Event Planning
Education
Arizona State University 1985 — 1987
Bachelor of Science, Finance
Waddell & Reed December 2014 - Present
Myers and Stauffer LC May 2013 - April 2014
Wade Rivers.com March 2012 - May 2013
Ultimate Eye Care February 2008 - March 2012
Skills
Time Management, Microsoft Office, Microsoft Word, PowerPoint, Microsoft Excel, Outlook, Research, Social Media, Customer Service, Editing, Administrative..., Event Planning
Education
Arizona State University 1985 — 1987
Bachelor of Science, Finance
Mary Beth Smith's Waddell & Reed Experience 1989 - 2004
Job Owner, Edmond Rock
Industry Building Materials
Experience
Edmond Rock November 2005 - Present
Waddell & Reed 1989 - 2004
Education
Ashworth College 2008 — 2008
Associates, Landscape Design
University of Oklahoma 1973 — 1975
Education
Edmond Rock November 2005 - Present
Waddell & Reed 1989 - 2004
Education
Ashworth College 2008 — 2008
Associates, Landscape Design
University of Oklahoma 1973 — 1975
Education
JaLonn Westmoreland MBA's Waddell & Reed Experience April 2011 - December 2011
Job Account Representative at Everest College
Industry Higher Education
Experience
Everest College April 2013 - Present
American Income Life September 2012 - April 2013
Commerce Bank January 2012 - April 2012
Opportunity Knocks November 2011 - February 2012
Waddell & Reed April 2011 - December 2011
Edward Jones March 2010 - December 2010
Hertz Corporation November 2005 - March 2010
Skills
Account Management, Advertising, Analysis, Business Development, Business Strategy, Coaching, Cold Calling, Contract Recruitment, Customer Service, Editing, Employee Benefits, Employee Relations, Entrepreneurship, Event Planning, Finance, Financial Services, Fundraising, Insurance, Inventory Management, Key Account Management, Leadership, Leadership Development, Management, Marketing, Marketing Communications, Marketing Strategy, Merchandising, Microsoft Excel, Microsoft Office, Microsoft Word, New Business Development, Nonprofits, Portfolio Management, PowerPoint, Program Management, Project Management, Public Speaking, Research, Retail, Retirement Planning, Sales, Sales Management, Small Business, Social Media, Social Networking, Software Documentation, Strategic Financial..., Strategic Planning, Teaching, Team Leadership
Education
Master of Business Administration 2005 — 2008
Avila University
Master of Business Administration (M.B.A.)
State Fair Community College
Associate of Arts (A.A.)
University of Missouri-Kansas City
Mass Communication
Everest College April 2013 - Present
American Income Life September 2012 - April 2013
Commerce Bank January 2012 - April 2012
Opportunity Knocks November 2011 - February 2012
Waddell & Reed April 2011 - December 2011
Edward Jones March 2010 - December 2010
Hertz Corporation November 2005 - March 2010
Skills
Account Management, Advertising, Analysis, Business Development, Business Strategy, Coaching, Cold Calling, Contract Recruitment, Customer Service, Editing, Employee Benefits, Employee Relations, Entrepreneurship, Event Planning, Finance, Financial Services, Fundraising, Insurance, Inventory Management, Key Account Management, Leadership, Leadership Development, Management, Marketing, Marketing Communications, Marketing Strategy, Merchandising, Microsoft Excel, Microsoft Office, Microsoft Word, New Business Development, Nonprofits, Portfolio Management, PowerPoint, Program Management, Project Management, Public Speaking, Research, Retail, Retirement Planning, Sales, Sales Management, Small Business, Social Media, Social Networking, Software Documentation, Strategic Financial..., Strategic Planning, Teaching, Team Leadership
Education
Master of Business Administration 2005 — 2008
Avila University
Master of Business Administration (M.B.A.)
State Fair Community College
Associate of Arts (A.A.)
University of Missouri-Kansas City
Mass Communication
John C Blakney's Waddell & Reed Experience July 2001 - March 2003
Job BA, History; Research, Analysis, Communications, Relationship Manager
Industry Financial Services
Experience
United Healthcare Military & Veterans March 2013 - February 2014
Physician Information Management Project January 2012 - March 2013
Chandler Chamber of Commerce January 2009 - June 2012
Heard Museum September 2008 - April 2012
Indo American Chamber of Commerce May 2008 - March 2012
Parent's Home November 2002 - April 2008
Waddell & Reed July 2001 - March 2003
American Express 1986 - December 1999
Skills
Strategic Planning, Public Speaking, Non-profits, Team Building, Public Relations, Business Strategy, Leadership, Small Business, Customer Service, Community Outreach, Project Management, Business, Marketing, Banking, Recruiting, Nonprofits, Strategy, Start-ups, Management, Project Planning, Sales, Government
Education
Thunderbird School of Global Management 1995 — 1995
Certificate, management
Arizona State University 1984 — 1986
BA, History, Liberal Arts
Westminster School
High School Diploma, None
United Healthcare Military & Veterans March 2013 - February 2014
Physician Information Management Project January 2012 - March 2013
Chandler Chamber of Commerce January 2009 - June 2012
Heard Museum September 2008 - April 2012
Indo American Chamber of Commerce May 2008 - March 2012
Parent's Home November 2002 - April 2008
Waddell & Reed July 2001 - March 2003
American Express 1986 - December 1999
Skills
Strategic Planning, Public Speaking, Non-profits, Team Building, Public Relations, Business Strategy, Leadership, Small Business, Customer Service, Community Outreach, Project Management, Business, Marketing, Banking, Recruiting, Nonprofits, Strategy, Start-ups, Management, Project Planning, Sales, Government
Education
Thunderbird School of Global Management 1995 — 1995
Certificate, management
Arizona State University 1984 — 1986
BA, History, Liberal Arts
Westminster School
High School Diploma, None
Jerry Becker's Waddell & Reed Experience August 2014 - Present
Job Report Coordinator at Waddell & Reed
Industry Information Technology and Services
Experience
Waddell & Reed August 2014 - Present
JMA Information Technology August 2012 - August 2014
AOS December 2010 - June 2012
Sprint September 2004 - March 2009
WorldTravel BTI April 2003 - September 2004
WorldTravel BTI May 2000 - April 2003
WorldTravel BTI June 1995 - May 2000
Skills
Visio, PeopleSoft, Microsoft Excel, MS Project, Internet Explorer, PowerPoint, Business Analysis, Access, Analysis
Education
Baker University 2005 — 2007
Bachelors Business Administration, Business
Johnson County Community College 1995 — 2004
Associates of Arts Degree, General Study
Waddell & Reed August 2014 - Present
JMA Information Technology August 2012 - August 2014
AOS December 2010 - June 2012
Sprint September 2004 - March 2009
WorldTravel BTI April 2003 - September 2004
WorldTravel BTI May 2000 - April 2003
WorldTravel BTI June 1995 - May 2000
Skills
Visio, PeopleSoft, Microsoft Excel, MS Project, Internet Explorer, PowerPoint, Business Analysis, Access, Analysis
Education
Baker University 2005 — 2007
Bachelors Business Administration, Business
Johnson County Community College 1995 — 2004
Associates of Arts Degree, General Study
Shane Estes, MBA CRPS's Waddell & Reed Experience May 2002 - August 2004
Job Consultant at Mutual of America
Industry Investment Management
Experience
Mutual of America October 2007 - Present
J.P. Morgan August 2006 - October 2007
JP Morgan Chase August 2004 - August 2006
Waddell & Reed May 2002 - August 2004
Skills
Retirement Planning, Retirement, Business Analysis, Financial Modeling, Pensions, Direct Sales
Education
Regis University 2005 — 2008
Master of Business Administration (MBA), Finance and Accounting
Angelo State University 1998 — 2002
Bachelor of Business Administration (BBA), Finance
San Angelo
Mutual of America October 2007 - Present
J.P. Morgan August 2006 - October 2007
JP Morgan Chase August 2004 - August 2006
Waddell & Reed May 2002 - August 2004
Skills
Retirement Planning, Retirement, Business Analysis, Financial Modeling, Pensions, Direct Sales
Education
Regis University 2005 — 2008
Master of Business Administration (MBA), Finance and Accounting
Angelo State University 1998 — 2002
Bachelor of Business Administration (BBA), Finance
San Angelo
Paula Lucas's Waddell & Reed Experience November 2010 - July 2011
Job at
Industry Human Resources
Experience
Drivestream January 2015 - Present
True Value Company September 2014 - December 2014
Cricket Wireless (AT&T Mobility) formerly Cricket Communications October 2012 - September 2014
American InterContinental University July 2011 - August 2012
Waddell & Reed November 2010 - July 2011
Securian Financial Group November 2007 - January 2010
Minnesota Life February 2006 - November 2007
Minnesota Life March 2004 - February 2006
Skills
Management, Software Documentation, Program Management, Project Management, Customer Service, Insurance, Policy, Organizational..., Sales, Staff Development, Employee Benefits, Training, Data Entry, Leadership, Team Building, Microsoft Office, Process Improvement, Microsoft Word, PowerPoint, Time Management, Microsoft Excel, Employee Relations, Coaching, Human Resources, Learning Management..., Outstanding..., Outstanding time..., Supervisory Skills
Education
Colorado Technical University 2014 — 2016
Master of Business Administration (M.B.A.), Human Resources Management and Services
American InterContinental University 2012 — 2014
Bachelor of Business Administration (B.B.A.), Project Management, 3.6
Elgin Community College 2010 — 2011
Associates of Arts, Associates of Liberal Studies, General Education
Drivestream January 2015 - Present
True Value Company September 2014 - December 2014
Cricket Wireless (AT&T Mobility) formerly Cricket Communications October 2012 - September 2014
American InterContinental University July 2011 - August 2012
Waddell & Reed November 2010 - July 2011
Securian Financial Group November 2007 - January 2010
Minnesota Life February 2006 - November 2007
Minnesota Life March 2004 - February 2006
Skills
Management, Software Documentation, Program Management, Project Management, Customer Service, Insurance, Policy, Organizational..., Sales, Staff Development, Employee Benefits, Training, Data Entry, Leadership, Team Building, Microsoft Office, Process Improvement, Microsoft Word, PowerPoint, Time Management, Microsoft Excel, Employee Relations, Coaching, Human Resources, Learning Management..., Outstanding..., Outstanding time..., Supervisory Skills
Education
Colorado Technical University 2014 — 2016
Master of Business Administration (M.B.A.), Human Resources Management and Services
American InterContinental University 2012 — 2014
Bachelor of Business Administration (B.B.A.), Project Management, 3.6
Elgin Community College 2010 — 2011
Associates of Arts, Associates of Liberal Studies, General Education
Abbey Evert's Waddell & Reed Experience August 2013 - Present
Job Accountant at Waddell & Reed
Industry Accounting
Experience
Waddell & Reed August 2013 - Present
Heritage Tractor, Inc. September 2010 - July 2011
Skills
Microsoft Office, Customer Service, Microsoft Excel, Microsoft Word, PowerPoint, Strategic Planning, Project Management, Financial Analysis
Education
Baker University 2014 — 2016
Master of Business Administration (MBA), Accounting
Baker University 2007 — 2011
Bachelor's degree, Accounting and Business/Management
Waddell & Reed August 2013 - Present
Heritage Tractor, Inc. September 2010 - July 2011
Skills
Microsoft Office, Customer Service, Microsoft Excel, Microsoft Word, PowerPoint, Strategic Planning, Project Management, Financial Analysis
Education
Baker University 2014 — 2016
Master of Business Administration (MBA), Accounting
Baker University 2007 — 2011
Bachelor's degree, Accounting and Business/Management
Cory Lynch's Waddell & Reed Experience April 2004 - October 2005
Job Client System Engineer II
Industry Information Technology and Services
Experience
Farmers Insurance August 2006 - Present
CompuCom November 2005 - June 2006
Waddell & Reed April 2004 - October 2005
Sprint June 2001 - March 2004
H&R Block October 2000 - April 2001
Skills
Active Directory, Help Desk Support, Disaster Recovery, Windows XP, VMware vSphere, VMware Infrastructure, VMware View, Windows 7, Windows Server, Citrix, Microsoft Exchange, System Administration, Requirements Analysis, SDLC, Visio, Customer Service, Enterprise Architecture, Microsoft SQL Server, Servers, DNS, Troubleshooting, Altiris, Call Centers, SQL, XP, Project Management, Linux, VBScript, Powershell, Negotiation, Vyatta, Cisco IOS, Leadership, Lotus Notes, Critical Thinking, Mac OS, Digital Photography, Wise Packaging Studio, ITIL
Education
Stanly Community College 2014 — 2014
VMware vSphere: Install, Configure, Manage
Centriq Training 2008 — 2008
Information Technology
Colorado Technical University 2002 — 2005
Bachelor of Applied Science (B.A.Sc.), Information Technology
Farmers Insurance August 2006 - Present
CompuCom November 2005 - June 2006
Waddell & Reed April 2004 - October 2005
Sprint June 2001 - March 2004
H&R Block October 2000 - April 2001
Skills
Active Directory, Help Desk Support, Disaster Recovery, Windows XP, VMware vSphere, VMware Infrastructure, VMware View, Windows 7, Windows Server, Citrix, Microsoft Exchange, System Administration, Requirements Analysis, SDLC, Visio, Customer Service, Enterprise Architecture, Microsoft SQL Server, Servers, DNS, Troubleshooting, Altiris, Call Centers, SQL, XP, Project Management, Linux, VBScript, Powershell, Negotiation, Vyatta, Cisco IOS, Leadership, Lotus Notes, Critical Thinking, Mac OS, Digital Photography, Wise Packaging Studio, ITIL
Education
Stanly Community College 2014 — 2014
VMware vSphere: Install, Configure, Manage
Centriq Training 2008 — 2008
Information Technology
Colorado Technical University 2002 — 2005
Bachelor of Applied Science (B.A.Sc.), Information Technology
Kendrick Hall's Waddell & Reed Experience May 1998 - April 2000
Job Vice president at Pinnacle USA
Industry Construction
Experience
Pinnacle USA August 2000 - Present
Waddell & Reed May 1998 - April 2000
Skills
Finance, Contract Management, Project Management, Internal Controls, Contract Negotiation, Management, Financial Analysis, Team Building, Insurance, Risk Management, Investments, Accounting, Budgets, Customer Service, Microsoft Office, Strategic Planning
Education
Appalachian State University 1993 — 1998
Bachelor's of Science in Business Administration, Finance, General
Pinnacle USA August 2000 - Present
Waddell & Reed May 1998 - April 2000
Skills
Finance, Contract Management, Project Management, Internal Controls, Contract Negotiation, Management, Financial Analysis, Team Building, Insurance, Risk Management, Investments, Accounting, Budgets, Customer Service, Microsoft Office, Strategic Planning
Education
Appalachian State University 1993 — 1998
Bachelor's of Science in Business Administration, Finance, General
Nadia Curren Thomas, MBA's Waddell & Reed Experience May 2011 - June 2012
Job Execuitve Administrator at Price
Industry Architecture & Planning
Experience
Price Development Group June 2012 - Present
Waddell & Reed May 2011 - June 2012
Nicholson Capital Management June 2008 - 2010
Sprint Nextel August 2007 - April 2008
University of Kansas Medical Center January 2004 - August 2006
Skills
Customer Service, Research, Public Speaking, Marketing, Event Planning, Project Management, Recruitments, Leadership, Management, Program Management, Microsoft Excel, Community Outreach
Education
Baker University 2009 — 2011
Masters, Business Administration
University of Missouri-Kansas City 2004 — 2007
Bachelors, Communication
Price Development Group June 2012 - Present
Waddell & Reed May 2011 - June 2012
Nicholson Capital Management June 2008 - 2010
Sprint Nextel August 2007 - April 2008
University of Kansas Medical Center January 2004 - August 2006
Skills
Customer Service, Research, Public Speaking, Marketing, Event Planning, Project Management, Recruitments, Leadership, Management, Program Management, Microsoft Excel, Community Outreach
Education
Baker University 2009 — 2011
Masters, Business Administration
University of Missouri-Kansas City 2004 — 2007
Bachelors, Communication
John Hopps II's Waddell & Reed Experience May 2009 - July 2010
Job Business Lending Credit Analyst
Industry Banking
Experience
Advia Credit Union June 2015 - Present
GreenStone Farm Credit Services June 2012 - June 2015
Macatawa Bank July 2010 - June 2012
Waddell & Reed May 2009 - July 2010
The Inn at Stonecliffe May 2008 - October 2008
Skills
Credit, Analysis, Financial Analysis, Financial Planning, Commercial Banking, Hospitality, Hospitality Management, Commercial Lending, Finance, Loans, Banking, Credit Analysis, Customer Service, Microsoft Office
Education
Aquinas College 2005 — 2009
Bacholers of Science, Buiness Administration
Advia Credit Union June 2015 - Present
GreenStone Farm Credit Services June 2012 - June 2015
Macatawa Bank July 2010 - June 2012
Waddell & Reed May 2009 - July 2010
The Inn at Stonecliffe May 2008 - October 2008
Skills
Credit, Analysis, Financial Analysis, Financial Planning, Commercial Banking, Hospitality, Hospitality Management, Commercial Lending, Finance, Loans, Banking, Credit Analysis, Customer Service, Microsoft Office
Education
Aquinas College 2005 — 2009
Bacholers of Science, Buiness Administration
C. Chad Weems's Waddell & Reed Experience July 2001 - October 2004
Job Principal Agent at Weems Risk Management
Industry Insurance
Experience
Uber January 2015 - Present
Lyft August 2014 - Present
Weems Risk Management January 2012 - Present
YMCA of Middle Tennessee September 2006 - April 2015
Regions Bank 2004 - January 2012
Regions/Morgan Keegan Investment Services 2004 - January 2012
Waddell & Reed July 2001 - October 2004
Centerstone January 2001 - July 2001
Camelot Care Centers, Inc. July 1999 - January 2001
Jackson Academy, LLC January 1999 - July 1999
Skills
Strategic Financial..., Healthcare, Investments, Insurance, Training, Selling, Sales, Management, Customer Service, Banking, Real Estate, Employee Benefits, Finance, Community Outreach, Financial Planning, Access, Leadership
Education
Abilene Christian University 1996 — 1998
MMFT, Marriage & Family Therapy
Harding University 1992 — 1996
BA, Psychology/Theology
Uber January 2015 - Present
Lyft August 2014 - Present
Weems Risk Management January 2012 - Present
YMCA of Middle Tennessee September 2006 - April 2015
Regions Bank 2004 - January 2012
Regions/Morgan Keegan Investment Services 2004 - January 2012
Waddell & Reed July 2001 - October 2004
Centerstone January 2001 - July 2001
Camelot Care Centers, Inc. July 1999 - January 2001
Jackson Academy, LLC January 1999 - July 1999
Skills
Strategic Financial..., Healthcare, Investments, Insurance, Training, Selling, Sales, Management, Customer Service, Banking, Real Estate, Employee Benefits, Finance, Community Outreach, Financial Planning, Access, Leadership
Education
Abilene Christian University 1996 — 1998
MMFT, Marriage & Family Therapy
Harding University 1992 — 1996
BA, Psychology/Theology
Hema Srinivasan's Waddell & Reed Experience June 2008 - December 2008
Job QA Specialist at MegaForce LLC
Industry Computer Software
Experience
Quest Diagnostics May 2011 - July 2012
CSC 2012 - 2012
Mega Force LLC February 2010 - April 2011
USDA January 2009 - December 2009
Waddell & Reed June 2008 - December 2008
Sprint Nextel September 2007 - March 2008
Skills
Testing, Agile Methodologies, Quality Assurance
Education
Anna University
Master of Computer Science, 4.0
Quest Diagnostics May 2011 - July 2012
CSC 2012 - 2012
Mega Force LLC February 2010 - April 2011
USDA January 2009 - December 2009
Waddell & Reed June 2008 - December 2008
Sprint Nextel September 2007 - March 2008
Skills
Testing, Agile Methodologies, Quality Assurance
Education
Anna University
Master of Computer Science, 4.0
An Lane's Waddell & Reed Experience August 2007 - May 2013
Job Project Coordinator II at Samsung Telecommunications America
Industry Financial Services
Experience
Samsung Telecommunications America May 2013 - Present
Waddell & Reed August 2007 - May 2013
Waddell & Reed 2011 - 2012
Skills
Project Management, Insurance, Securities
Education
Avila University 2008 — 2013
Master's degree, Business Administration and Management, General, 3.9
University of Missouri-Kansas City 2002 — 2008
Bachelor's degree, Liberal Arts and Sciences/Liberal Studies, 3.9
Samsung Telecommunications America May 2013 - Present
Waddell & Reed August 2007 - May 2013
Waddell & Reed 2011 - 2012
Skills
Project Management, Insurance, Securities
Education
Avila University 2008 — 2013
Master's degree, Business Administration and Management, General, 3.9
University of Missouri-Kansas City 2002 — 2008
Bachelor's degree, Liberal Arts and Sciences/Liberal Studies, 3.9
Nathan Cordell's Waddell & Reed Experience February 2002 - January 2003
Job Warehouse Manager at Ferguson Enterprises, Inc.
Industry Supermarkets
Experience
Army National Guard October 2009 - Present
Ferguson Enterprises July 2014 - July 2015
kk-electronic US Inc. October 2013 - July 2014
Gonzales Communications Inc. April 2005 - July 2012
UPS November 2002 - March 2006
Bethel Investment, LLC October 2002 - March 2005
Waddell & Reed February 2002 - January 2003
Gonzales Communications Inc. June 1999 - February 2002
Skills
Project Planning, Leadership, Microsoft Office, Project Management, Management, Logistics, Customer Service, Training, Access, Security
Education
Baker University 1990 — 1994
Bachelor of Science (B.S.), Psychology
Blue Springs High School 1986 — 1990
Army National Guard October 2009 - Present
Ferguson Enterprises July 2014 - July 2015
kk-electronic US Inc. October 2013 - July 2014
Gonzales Communications Inc. April 2005 - July 2012
UPS November 2002 - March 2006
Bethel Investment, LLC October 2002 - March 2005
Waddell & Reed February 2002 - January 2003
Gonzales Communications Inc. June 1999 - February 2002
Skills
Project Planning, Leadership, Microsoft Office, Project Management, Management, Logistics, Customer Service, Training, Access, Security
Education
Baker University 1990 — 1994
Bachelor of Science (B.S.), Psychology
Blue Springs High School 1986 — 1990
Eric Wigand's Waddell & Reed Experience September 2010 - May 2011
Job
Industry Financial Services
Experience
Waddell & Reed September 2010 - May 2011
YMCA March 2010 - January 2011
Merrill Lynch May 2009 - August 2009
Education
Augustana College 2008 — 2010
B.A., Business Administration-Finance
Black Hawk College 2006 — 2008
Transfer Student
Waddell & Reed September 2010 - May 2011
YMCA March 2010 - January 2011
Merrill Lynch May 2009 - August 2009
Education
Augustana College 2008 — 2010
B.A., Business Administration-Finance
Black Hawk College 2006 — 2008
Transfer Student
Mike Roden's Waddell & Reed Experience 2004 - 2005
Job Counselor at HCA
Industry Hospital & Health Care
Experience
HCA March 2005 - Present
Waddell & Reed 2004 - 2005
AmeriCorps / Regional Intervention Program 1996 - 2004
AmeriCorps 1996 - 2004
Centerstone 1991 - 2004
CHARTER PEACHFORD HOSPITAL 1989 - 1991
Skills
Crisis Intervention, Treatment, Case Management, Mental Health, Hospitals, Nonprofits, Clinical Research, Coaching, Public Speaking, Teaching, Psychotherapy, Community Outreach, Management, Customer Service, Program Development, Case Managment, Research, Team Building, Team Leadership, Teamwork, Fundraising, Financial Planning, Grant Writing, Healthcare, Healthcare Management, Continuous Improvement, Project Management, Training, Writing, Creative Writing, Youth Mentoring
Education
University of West Georgia 1989 — 1991
Master of Arts (M.A.), Counseling Psychology, 4.0 GPA
Austin Peay State University 1985 — 1989
Bachelor's Degree, Psychology, 3.26 GPA
HCA March 2005 - Present
Waddell & Reed 2004 - 2005
AmeriCorps / Regional Intervention Program 1996 - 2004
AmeriCorps 1996 - 2004
Centerstone 1991 - 2004
CHARTER PEACHFORD HOSPITAL 1989 - 1991
Skills
Crisis Intervention, Treatment, Case Management, Mental Health, Hospitals, Nonprofits, Clinical Research, Coaching, Public Speaking, Teaching, Psychotherapy, Community Outreach, Management, Customer Service, Program Development, Case Managment, Research, Team Building, Team Leadership, Teamwork, Fundraising, Financial Planning, Grant Writing, Healthcare, Healthcare Management, Continuous Improvement, Project Management, Training, Writing, Creative Writing, Youth Mentoring
Education
University of West Georgia 1989 — 1991
Master of Arts (M.A.), Counseling Psychology, 4.0 GPA
Austin Peay State University 1985 — 1989
Bachelor's Degree, Psychology, 3.26 GPA
Twylia Ross's Waddell & Reed Experience 1985 - August 1998
Job Programmer/AnalystSpecialist at American Century Investments
Industry Investment Management
Experience
American Century Investments August 1998 - Present
Waddell & Reed 1985 - August 1998
Education
Avila University
BSBA, Information Science/Studies
American Century Investments August 1998 - Present
Waddell & Reed 1985 - August 1998
Education
Avila University
BSBA, Information Science/Studies
Britta Leonard's Waddell & Reed Experience September 2012 - January 2013
Job Maintenance Operations Specialist at EMC
Industry Computer Software
Experience
EMC January 2013 - Present
Harvest Catering June 2007 - September 2013
Waddell & Reed September 2012 - January 2013
CMass Juniors Volleyball December 2010 - January 2013
Education
Assumption College 2008 — 2012
Bachelor's degree, Business Administration and Management, General
EMC January 2013 - Present
Harvest Catering June 2007 - September 2013
Waddell & Reed September 2012 - January 2013
CMass Juniors Volleyball December 2010 - January 2013
Education
Assumption College 2008 — 2012
Bachelor's degree, Business Administration and Management, General
Gaynell Pouncil's Waddell & Reed Experience 2000 - Present
Job Financial Services Professional
Industry Financial Services
Experience
Waddell & Reed 2000 - Present
Skills
Investments, Mutual Funds
Education
Baker College of Flint 2011 — 2013
B.A., Business Administration, 3.5 GPA
Waddell & Reed 2000 - Present
Skills
Investments, Mutual Funds
Education
Baker College of Flint 2011 — 2013
B.A., Business Administration, 3.5 GPA
MaryEllen Gillespie's Waddell & Reed Experience November 2014 - Present
Job Field Compensation Analyst at Waddell & Reed
Industry Financial Services
Experience
Waddell & Reed November 2014 - Present
Waddell & Reed contracted through Morgan Hunter August 2013 - August 2014
Wells Fargo Insurance Services 2011 - 2013
Wells Fargo Insurance Services 2005 - 2011
Wells Fargo Insurance Services 1998 - 2005
Wells Fargo Insurance Services 1994 - 1998
Wells Fargo Insurance Services 1991 - 1994
Education
Avila University 1992 — 1995
Master of Business Administration (M.B.A.)
Emporia State University 1987 — 1991
Bachelor of Science (B.S.) - Business, Major - Finance; Minor - Accounting
Waddell & Reed November 2014 - Present
Waddell & Reed contracted through Morgan Hunter August 2013 - August 2014
Wells Fargo Insurance Services 2011 - 2013
Wells Fargo Insurance Services 2005 - 2011
Wells Fargo Insurance Services 1998 - 2005
Wells Fargo Insurance Services 1994 - 1998
Wells Fargo Insurance Services 1991 - 1994
Education
Avila University 1992 — 1995
Master of Business Administration (M.B.A.)
Emporia State University 1987 — 1991
Bachelor of Science (B.S.) - Business, Major - Finance; Minor - Accounting
Gregory Rando's Waddell & Reed Experience November 2012 - February 2013
Job International Sales Specialist at DHL
Industry Logistics and Supply Chain
Experience
DHL January 2014 - Present
Starwood Hotels & Resorts Worldwide, Inc. March 2013 - Present
Pasta Brioni September 2008 - April 2013
Waddell & Reed November 2012 - February 2013
Skills
Microsoft Office, Microsoft Excel, Mac OS, PC, Microsoft Word, PowerPoint, Sales, Time Management
Education
Arizona State University 2007 — 2011
Bachelor of Science (BS), Finance
DHL January 2014 - Present
Starwood Hotels & Resorts Worldwide, Inc. March 2013 - Present
Pasta Brioni September 2008 - April 2013
Waddell & Reed November 2012 - February 2013
Skills
Microsoft Office, Microsoft Excel, Mac OS, PC, Microsoft Word, PowerPoint, Sales, Time Management
Education
Arizona State University 2007 — 2011
Bachelor of Science (BS), Finance
Leslie Chatty's Waddell & Reed Experience August 2000 - January 2012
Job Ultra HNW Investment Administrator at Vanguard
Industry Financial Services
Experience
Vanguard February 2012 - Present
Waddell & Reed August 2000 - January 2012
Skills
Mutual Funds, Series 7, Series 63
Education
Albright College
Vanguard February 2012 - Present
Waddell & Reed August 2000 - January 2012
Skills
Mutual Funds, Series 7, Series 63
Education
Albright College
Robert Sayer's Waddell & Reed Experience
Job Financial Advisor
Industry Financial Services
Experience
Waddell & Reed
Skills
Microsoft Office, Management, Strategic Planning, Marketing, Customer Service
Education
American University - Kogod School of Business
Master of Business Administration (MBA), Finance, General
Waddell & Reed
Skills
Microsoft Office, Management, Strategic Planning, Marketing, Customer Service
Education
American University - Kogod School of Business
Master of Business Administration (MBA), Finance, General
T Rowe Price
The Blackstone Group
Pioneer Investments
Lazard
ING Investment Management
Deutsche Asset Management
Lazard Asset Management
Natixis Global Asset Management