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,
Waddell & Reed List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Waddell & Reed. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Waddell & Reed Salaries. You can even request information on how much does Waddell & Reed pay if you want to. Learn about salaries, pros and cons of working for Waddell & Reed directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
2,112 Waddell & Reed employees in database. Find out everything there's to know about Waddell & Reed employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Waddell & Reed Employees
Employee
Years
Job
Industry
Mary Novich Mary Novich's Waddell & Reed Experience February 2015 - Present
Job Division Administrative Associate
Industry Financial Services
Experience
Waddell & Reed February 2015 - Present
Lumiere Place Casino August 2013 - February 2015
Chamber of Commerce August 2014 - December 2014
Mastermind Vodka, Inc. May 2011 - July 2014
Skills
Customer Service, Sales Promotion, Tenacious Work Ethic, Team Motivation, Microsoft Office, Data Entry, Strategic Planning
Education
Southern Illinois University, Edwardsville 2013 — 2014
Bachelor of Science (B.S.), Business Administration
Waddell & Reed February 2015 - Present
Lumiere Place Casino August 2013 - February 2015
Chamber of Commerce August 2014 - December 2014
Mastermind Vodka, Inc. May 2011 - July 2014
Skills
Customer Service, Sales Promotion, Tenacious Work Ethic, Team Motivation, Microsoft Office, Data Entry, Strategic Planning
Education
Southern Illinois University, Edwardsville 2013 — 2014
Bachelor of Science (B.S.), Business Administration
Diann Johnson Diann Johnson's Waddell & Reed Experience July 2002 - March 2006
Job Practice Administrator
Industry Medical Practice
Experience
Grummons Orthodontics April 2006 - Present
Waddell & Reed July 2002 - March 2006
The Spokane Foot Clinic November 1999 - July 2002
Gregg Jones & Associates July 1997 - July 1998
Together November 1995 - July 1998
Skills
Management, Sales Management, Sales, Account Management, Accounts Receivable, Project Management, Accounts Payable, Payroll, Procedure Manuals, Training Manuals, Hiring Practices, Employee Training, Leadership, Leading Meetings, Motivation, Team Building, Business Meetings, Advertising, Online Advertising, Website Updating, Online Presence, Recruiting, Recruitment Advertising, Business Networking, Spreadsheets, Editing, Video Editing, iMovie, Microsoft Office, Mac, Keynote, Database Queries, QuickBooks, Quicken, MacBook Pro, QR, Adobe, Software Installation, Equipment Installation, Wireless Networking, 3D CBCT, 3D rendering, File Transfer, Digital X-ray, Dolphin Management and..., Anatomage, Commercials, Voice Over, Voiceovers, Public Speaking
Education
Spokane Falls Community College 1993 — 1995
General Studies
Mead Senior High School 1989 — 1992
High School
Grummons Orthodontics April 2006 - Present
Waddell & Reed July 2002 - March 2006
The Spokane Foot Clinic November 1999 - July 2002
Gregg Jones & Associates July 1997 - July 1998
Together November 1995 - July 1998
Skills
Management, Sales Management, Sales, Account Management, Accounts Receivable, Project Management, Accounts Payable, Payroll, Procedure Manuals, Training Manuals, Hiring Practices, Employee Training, Leadership, Leading Meetings, Motivation, Team Building, Business Meetings, Advertising, Online Advertising, Website Updating, Online Presence, Recruiting, Recruitment Advertising, Business Networking, Spreadsheets, Editing, Video Editing, iMovie, Microsoft Office, Mac, Keynote, Database Queries, QuickBooks, Quicken, MacBook Pro, QR, Adobe, Software Installation, Equipment Installation, Wireless Networking, 3D CBCT, 3D rendering, File Transfer, Digital X-ray, Dolphin Management and..., Anatomage, Commercials, Voice Over, Voiceovers, Public Speaking
Education
Spokane Falls Community College 1993 — 1995
General Studies
Mead Senior High School 1989 — 1992
High School
Jake Maurer Jake Maurer's Waddell & Reed Experience September 2013 - March 2014
Job Luxottica Group
Industry Retail
Experience
Luxottica Group August 2015 - Present
Macy's August 2015 - Present
CMaurer Building August 2014 - August 2015
Royal Gate Dodge Chrysler Jeep & Ram May 2011 - March 2015
Waddell & Reed September 2013 - March 2014
Skills
Custom deckbuilder, Basement finish, Custom Remodeling, Exceeding Expectations, Close Attention to..., Customer Satisfaction, Inventory Management, Leadership, Team Leadership, Problem Solving, Microsoft Office, Microsoft Excel, Time Management, Microsoft Word, PowerPoint, Financial Analysis, Social Networking, Sales, Research, Budgets, Customer Service
Education
St. Louis Community College 2013 — 2015
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services, Sophomore
Marquette High School 2011 — 2013
Christian Brothers College High School 2009 — 2011
Luxottica Group August 2015 - Present
Macy's August 2015 - Present
CMaurer Building August 2014 - August 2015
Royal Gate Dodge Chrysler Jeep & Ram May 2011 - March 2015
Waddell & Reed September 2013 - March 2014
Skills
Custom deckbuilder, Basement finish, Custom Remodeling, Exceeding Expectations, Close Attention to..., Customer Satisfaction, Inventory Management, Leadership, Team Leadership, Problem Solving, Microsoft Office, Microsoft Excel, Time Management, Microsoft Word, PowerPoint, Financial Analysis, Social Networking, Sales, Research, Budgets, Customer Service
Education
St. Louis Community College 2013 — 2015
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services, Sophomore
Marquette High School 2011 — 2013
Christian Brothers College High School 2009 — 2011
Logan Moore Logan Moore's Waddell & Reed Experience March 2014 - Present
Job Municipal Bond Analyst at Waddell & Reed
Industry Financial Services
Experience
Waddell & Reed March 2014 - Present
Waddell & Reed February 2010 - March 2014
Jackson County, MO January 2009 - February 2010
Northwestern Mutual Financial Network June 2008 - October 2008
Community Bank of Raymore May 2005 - May 2008
Skills
Public Finance, Credit Analysis, Mutual Funds, Accounting, Real Estate, Financial Reporting, Microsoft Office, Microsoft Excel, Analysis, PowerPoint, Forecasting, Investments, Microsoft Word, Public Speaking, Bloomberg Terminal, Reuters, Fixed Income Pricing
Education
Rockhurst University 2009 — 2010
MBA, Accounting
Rockhurst University 2005 — 2009
BSBA, Finance/Accounting
Waddell & Reed March 2014 - Present
Waddell & Reed February 2010 - March 2014
Jackson County, MO January 2009 - February 2010
Northwestern Mutual Financial Network June 2008 - October 2008
Community Bank of Raymore May 2005 - May 2008
Skills
Public Finance, Credit Analysis, Mutual Funds, Accounting, Real Estate, Financial Reporting, Microsoft Office, Microsoft Excel, Analysis, PowerPoint, Forecasting, Investments, Microsoft Word, Public Speaking, Bloomberg Terminal, Reuters, Fixed Income Pricing
Education
Rockhurst University 2009 — 2010
MBA, Accounting
Rockhurst University 2005 — 2009
BSBA, Finance/Accounting
Cody Harris Cody Harris's Waddell & Reed Experience November 2009 - April 2011
Job Account Manager at CVS Health
Industry Hospital & Health Care
Experience
CVS Health September 2014 - Present
US Army April 2011 - 2014
Waddell & Reed November 2009 - April 2011
Gainey Village Healthclub and Spa 2008 - 2009
Skills
Strong Quantitative..., Cross-Functional..., Consumer Communication, Strategic Thinking, Problem Solving, Entrepreneurial Work..., Driven, Time Management, Financial Valuation, Insurance, Cross-functional Team..., Investments, Social Media Marketing, Marketing Strategy, Team Building, Training, Account Management, Customer Service
Education
Arizona State University, W. P. Carey School of Business 2007 — 2009
Bachelor of Science (B.S.), Finance, General
Scottsdale Community College 2005 — 2007
Associate of Arts and Sciences (A.A.S.), Business
CVS Health September 2014 - Present
US Army April 2011 - 2014
Waddell & Reed November 2009 - April 2011
Gainey Village Healthclub and Spa 2008 - 2009
Skills
Strong Quantitative..., Cross-Functional..., Consumer Communication, Strategic Thinking, Problem Solving, Entrepreneurial Work..., Driven, Time Management, Financial Valuation, Insurance, Cross-functional Team..., Investments, Social Media Marketing, Marketing Strategy, Team Building, Training, Account Management, Customer Service
Education
Arizona State University, W. P. Carey School of Business 2007 — 2009
Bachelor of Science (B.S.), Finance, General
Scottsdale Community College 2005 — 2007
Associate of Arts and Sciences (A.A.S.), Business
Joy Lanham Joy Lanham's Waddell & Reed Experience April 2007 - February 2009
Job Facilities & Offices Manager at Competitor Group
Industry Sports
Experience
Competitor Group May 2010 - Present
Cornerstone CMS February 2009 - May 2010
Waddell & Reed April 2007 - February 2009
Skills
Sports, Sponsorship, Sports Marketing, Event Management, Sports Management, Social Media Marketing, Event Planning, Newsletters, Facebook, Digital Marketing, Social Media, Media Relations, Public Relations, Social Networking, Marketing Communications, Press Releases, Fundraising, Marketing, Advertising, Blogging, Sponsorship Sales, Sponsorship Activation, Marketing Strategy, Public Speaking, Integrated Marketing, Series 63, Series 6, California Life...
Education
Sonoma State University 2000 — 2002
Bachelor of Arts (BA), Communication, Journalism, and Related Programs, Cum Laude
Competitor Group May 2010 - Present
Cornerstone CMS February 2009 - May 2010
Waddell & Reed April 2007 - February 2009
Skills
Sports, Sponsorship, Sports Marketing, Event Management, Sports Management, Social Media Marketing, Event Planning, Newsletters, Facebook, Digital Marketing, Social Media, Media Relations, Public Relations, Social Networking, Marketing Communications, Press Releases, Fundraising, Marketing, Advertising, Blogging, Sponsorship Sales, Sponsorship Activation, Marketing Strategy, Public Speaking, Integrated Marketing, Series 63, Series 6, California Life...
Education
Sonoma State University 2000 — 2002
Bachelor of Arts (BA), Communication, Journalism, and Related Programs, Cum Laude
Steven Malloy Steven Malloy's Waddell & Reed Experience May 2009 - April 2010
Job Small Balance Loans Production Associate at Freddie Mac
Industry Financial Services
Experience
Freddie Mac January 2015 - Present
Freddie Mac August 2014 - December 2014
Freddie Mac May 2013 - August 2014
Citibank June 2011 - May 2013
First Commonwealth Bank September 2010 - June 2011
Waddell & Reed May 2009 - April 2010
Skills
Financial Analysis, Underwriting, Industry Analysis, Loan Structuring, Commercial Banking, Loans, Financial Accounting, Credit, Analysis, Management
Education
Saint Vincent College 2006 — 2010
Finance, Finance Accounting
Freddie Mac January 2015 - Present
Freddie Mac August 2014 - December 2014
Freddie Mac May 2013 - August 2014
Citibank June 2011 - May 2013
First Commonwealth Bank September 2010 - June 2011
Waddell & Reed May 2009 - April 2010
Skills
Financial Analysis, Underwriting, Industry Analysis, Loan Structuring, Commercial Banking, Loans, Financial Accounting, Credit, Analysis, Management
Education
Saint Vincent College 2006 — 2010
Finance, Finance Accounting
James Procsal James Procsal's Waddell & Reed Experience September 2011 - December 2011
Job Business Delivery at Costco Wholesale
Industry Financial Services
Experience
Costco Wholesale September 2012 - Present
Waddell & Reed September 2011 - December 2011
Coghlan Financial Group May 2011 - September 2011
Skills
Financial Advisory, Financial Analysis, Investments, Economics, Financial Modeling, Strategic Financial..., Bloomberg, Microsoft Excel, Portfolio Management, Valuation, Finance, PowerPoint, Microsoft Office, Stata, Microsoft Word, Securities
Education
San Diego State University-California State University 2008 — 2012
Bachelor of Fine Arts (B.F.A.), Economics
Maria Carrillo High School 2004 — 2008
Costco Wholesale September 2012 - Present
Waddell & Reed September 2011 - December 2011
Coghlan Financial Group May 2011 - September 2011
Skills
Financial Advisory, Financial Analysis, Investments, Economics, Financial Modeling, Strategic Financial..., Bloomberg, Microsoft Excel, Portfolio Management, Valuation, Finance, PowerPoint, Microsoft Office, Stata, Microsoft Word, Securities
Education
San Diego State University-California State University 2008 — 2012
Bachelor of Fine Arts (B.F.A.), Economics
Maria Carrillo High School 2004 — 2008
Yuelai Gong Yuelai Gong's Waddell & Reed Experience January 2014 - October 2014
Job ALM Risk Consultant at Wells Fargo
Industry Financial Services
Experience
Wells Fargo July 2015 - Present
Moody's Analytics February 2015 - Present
Funding Circle November 2014 - December 2014
Waddell & Reed January 2014 - October 2014
HuGangJinMao Certified Public Accounting Firm June 2010 - August 2011
University of San Francisco May 2010 - April 2011
Skills
Computer Proficiency, Financial Analysis, Financial Modeling, Accounting, Analysis, Finance, Portfolio Management, Investments, Microsoft Excel, Risk Management, Bloomberg, Asset Management, Data Analysis, Corporate Finance, Valuation, Asset Allocation, Equities
Education
University of San Francisco 2012 — 2013
Master of Science (M.S.), Financial Analysis
University of San Francisco 2012 — 2013
Master of Science, Financial Analysis
East China Univerisity of Science and Technology 2008 — 2012
Bachelor's degree, Finance, General
East China University of Science & Technology 2008 — 2012
B.A, Finance
FuXing High School
FuXing High School
FuXing High School
上海大学
Wells Fargo July 2015 - Present
Moody's Analytics February 2015 - Present
Funding Circle November 2014 - December 2014
Waddell & Reed January 2014 - October 2014
HuGangJinMao Certified Public Accounting Firm June 2010 - August 2011
University of San Francisco May 2010 - April 2011
Skills
Computer Proficiency, Financial Analysis, Financial Modeling, Accounting, Analysis, Finance, Portfolio Management, Investments, Microsoft Excel, Risk Management, Bloomberg, Asset Management, Data Analysis, Corporate Finance, Valuation, Asset Allocation, Equities
Education
University of San Francisco 2012 — 2013
Master of Science (M.S.), Financial Analysis
University of San Francisco 2012 — 2013
Master of Science, Financial Analysis
East China Univerisity of Science and Technology 2008 — 2012
Bachelor's degree, Finance, General
East China University of Science & Technology 2008 — 2012
B.A, Finance
FuXing High School
FuXing High School
FuXing High School
上海大学
Bennett Sperber's Waddell & Reed Experience September 2014 - October 2014
Job Superintendent at BLS Construction, Inc
Industry Construction
Experience
BLS Construction, Inc March 2015 - Present
Waddell & Reed September 2014 - October 2014
CFR 1907 Cluj II July 2013 - November 2013
United Staes Solar January 2013 - June 2013
University of California, Riverside, Men's Soccer, NCAA Division 1 August 2010 - December 2012
Saint Mary's College of California, Men's Soccer, NCAA Division 1 August 2009 - May 2010
BLS Construction 2007 - 2009
Skills
Entrepreneurship, Management, Sales, Marketing, Finance, Management Consulting, Accounting, Coaching
Education
University of California, Riverside 2010 — 2015
Bachelor of Science (B.S.), Business Administration and Management, General
Saint Mary's College of California 2009 — 2010
BLS Construction, Inc March 2015 - Present
Waddell & Reed September 2014 - October 2014
CFR 1907 Cluj II July 2013 - November 2013
United Staes Solar January 2013 - June 2013
University of California, Riverside, Men's Soccer, NCAA Division 1 August 2010 - December 2012
Saint Mary's College of California, Men's Soccer, NCAA Division 1 August 2009 - May 2010
BLS Construction 2007 - 2009
Skills
Entrepreneurship, Management, Sales, Marketing, Finance, Management Consulting, Accounting, Coaching
Education
University of California, Riverside 2010 — 2015
Bachelor of Science (B.S.), Business Administration and Management, General
Saint Mary's College of California 2009 — 2010
David Dubuque David Dubuque's Waddell & Reed Experience August 2013 - September 2014
Job Systems Administrator at University of Central Missouri
Industry Defense & Space
Experience
University of Central Missouri September 2014 - Present
Waddell & Reed August 2013 - September 2014
United States Air Force June 2012 - August 2013
United States Air Force August 2011 - June 2012
United States Air Force August 2010 - August 2011
Skills
Windows Server, Windows 7, Windows Vista, Windows XP Pro, Powershell, Visual Basic, Scripting, Active Directory, Microsoft Exchange, Microsoft Office, WASP, Network Administration, Enterprise Network..., VMware, Troubleshooting, Networking, DNS, Servers
Education
Western Governors University 2014 — 2016
Bachelor's of Science - Information Technology, Network and System Administration/Administrator
Keesler Air Force Base - Cyber System Operations Technical Training 2010 — 2010
State Fair Community College 2012 — 2014
Associate’s Degree
University of Central Missouri September 2014 - Present
Waddell & Reed August 2013 - September 2014
United States Air Force June 2012 - August 2013
United States Air Force August 2011 - June 2012
United States Air Force August 2010 - August 2011
Skills
Windows Server, Windows 7, Windows Vista, Windows XP Pro, Powershell, Visual Basic, Scripting, Active Directory, Microsoft Exchange, Microsoft Office, WASP, Network Administration, Enterprise Network..., VMware, Troubleshooting, Networking, DNS, Servers
Education
Western Governors University 2014 — 2016
Bachelor's of Science - Information Technology, Network and System Administration/Administrator
Keesler Air Force Base - Cyber System Operations Technical Training 2010 — 2010
State Fair Community College 2012 — 2014
Associate’s Degree
Kayla Ragsdale, CPA's Waddell & Reed Experience May 2005 - October 2006
Job Chief Financial Officer at Hutchens Construction
Industry Accounting
Experience
Hutchens Construction June 2012 - Present
Garmin International December 2010 - June 2012
McGladrey October 2009 - December 2010
McGladrey October 2007 - October 2009
McGladrey October 2006 - October 2007
Waddell & Reed May 2005 - October 2006
Skills
Employee Benefits, Manufacturing, Not-for-profit, Construction, Advertising, Auditing, Accounting, Microsoft Excel, GAAP, Sarbanes-Oxley Act, General Ledger, Financial Reporting, SEC filings, Financial Accounting, Financial Statements, Account Reconciliation, Internal Controls, Tax, Financial Audits, Oracle Applications, Oracle Discoverer, Hyperion HFM, CPA, External Audit, US GAAP, Financial Analysis
Education
Southwest Baptist University 2001 — 2005
BS, Accounting
Hutchens Construction June 2012 - Present
Garmin International December 2010 - June 2012
McGladrey October 2009 - December 2010
McGladrey October 2007 - October 2009
McGladrey October 2006 - October 2007
Waddell & Reed May 2005 - October 2006
Skills
Employee Benefits, Manufacturing, Not-for-profit, Construction, Advertising, Auditing, Accounting, Microsoft Excel, GAAP, Sarbanes-Oxley Act, General Ledger, Financial Reporting, SEC filings, Financial Accounting, Financial Statements, Account Reconciliation, Internal Controls, Tax, Financial Audits, Oracle Applications, Oracle Discoverer, Hyperion HFM, CPA, External Audit, US GAAP, Financial Analysis
Education
Southwest Baptist University 2001 — 2005
BS, Accounting
Nicole Hale Nicole Hale's Waddell & Reed Experience 2001 - 2004
Job VP, Operations VITAL WorkLife
Industry Accounting
Experience
VITAL WorkLife (formerly Midwest EAP Solutions & Physician Wellness Services) April 2004 - Present
Doherty Employment Group 2002 - 2004
Waddell & Reed 2001 - 2004
Quebecor World 1999 - 2001
Skills
Strategic Planning, Employee Benefits, Policy, Contract Negotiation, Budgeting, Revenue Forecasting, Payroll, Legal Compliance, Facilities Management, Human Resources, HIPAA, Project Management, IT Strategy, Operations Management, Budgets, Change Management, Management
Education
St. Cloud State University 1999 — 2001
BS, Major Finance / Minor Accounting & Economics
St Cloud Technical and Community College 1993 — 1995
Certification, Dental Assisting
VITAL WorkLife (formerly Midwest EAP Solutions & Physician Wellness Services) April 2004 - Present
Doherty Employment Group 2002 - 2004
Waddell & Reed 2001 - 2004
Quebecor World 1999 - 2001
Skills
Strategic Planning, Employee Benefits, Policy, Contract Negotiation, Budgeting, Revenue Forecasting, Payroll, Legal Compliance, Facilities Management, Human Resources, HIPAA, Project Management, IT Strategy, Operations Management, Budgets, Change Management, Management
Education
St. Cloud State University 1999 — 2001
BS, Major Finance / Minor Accounting & Economics
St Cloud Technical and Community College 1993 — 1995
Certification, Dental Assisting
Ryan Sherman's Waddell & Reed Experience June 2013 - August 2013
Job Accounting Assistant
Industry Civic & Social Organization
Experience
Beloved Foundation March 2015 - September 2015
United Way of the Inland Valleys September 2014 - February 2015
Student United Way at UCR September 2012 - June 2014
Waddell & Reed June 2013 - August 2013
CKE Restaurants, Inc. September 2010 - August 2012
Velocity Paintball, LLC January 2008 - August 2008
Skills
Microsoft Office, Typing, Public Speaking, Time Management, Teamwork, Facebook, Social Networking, Team Leadership, Customer Satisfaction, Social Media, Spanish, Cashiering, Fundraising, Retail, Finance, Marketing Strategy, Project Management, Team Management, Data Analysis, Windows 7, Market Research
Education
University of California, Riverside 2012 — 2014
Bachelor's Degree, Business Administration
Southwestern Community College District 2008 — 2012
General Education/Transfer Requirements
Beloved Foundation March 2015 - September 2015
United Way of the Inland Valleys September 2014 - February 2015
Student United Way at UCR September 2012 - June 2014
Waddell & Reed June 2013 - August 2013
CKE Restaurants, Inc. September 2010 - August 2012
Velocity Paintball, LLC January 2008 - August 2008
Skills
Microsoft Office, Typing, Public Speaking, Time Management, Teamwork, Facebook, Social Networking, Team Leadership, Customer Satisfaction, Social Media, Spanish, Cashiering, Fundraising, Retail, Finance, Marketing Strategy, Project Management, Team Management, Data Analysis, Windows 7, Market Research
Education
University of California, Riverside 2012 — 2014
Bachelor's Degree, Business Administration
Southwestern Community College District 2008 — 2012
General Education/Transfer Requirements
Spencer Cope Spencer Cope's Waddell & Reed Experience October 2014 - Present
Job Field Compensation Support Choice Specialist at Waddell & Reed
Industry Financial Services
Experience
Waddell & Reed October 2014 - Present
Waddell & Reed March 2013 - October 2014
Waddell & Reed October 2010 - March 2013
Skills
Finance, Awesomeness, Microsoft Office, Leadership, Time Management, Microsoft Word, Youth Ministry, Series 7, Outlook, PowerPoint, Microsoft Excel, Google Docs, Customer Service, Public Speaking, Presentation Skills, Sports Coaching, Presentations, Financial Analysis, Financial Statements
Education
Rockhurst University 2015 — 2017
Master of Business Administration (MBA), Management
University of Missouri-Columbia 2010 — 2014
Bachelor of Science (B.S.), Financial Planning and Services, 3.48 out of 4.0
Waddell & Reed October 2014 - Present
Waddell & Reed March 2013 - October 2014
Waddell & Reed October 2010 - March 2013
Skills
Finance, Awesomeness, Microsoft Office, Leadership, Time Management, Microsoft Word, Youth Ministry, Series 7, Outlook, PowerPoint, Microsoft Excel, Google Docs, Customer Service, Public Speaking, Presentation Skills, Sports Coaching, Presentations, Financial Analysis, Financial Statements
Education
Rockhurst University 2015 — 2017
Master of Business Administration (MBA), Management
University of Missouri-Columbia 2010 — 2014
Bachelor of Science (B.S.), Financial Planning and Services, 3.48 out of 4.0
Travis Golia Travis Golia's Waddell & Reed Experience June 2010 - August 2010
Job Renegade of Funk at GigTown
Industry Music
Experience
GigTown June 2014 - Present
Stotz Equipment September 2012 - June 2014
Qualcomm June 2011 - September 2011
Waddell & Reed June 2010 - August 2010
Skills
Financial Analysis, Management, Microsoft Office, Financial Modeling, PowerPoint, Matlab, Java, Data Analysis, Microsoft Excel, Finance, Customer Service
Education
Stanford University 2008 — 2012
Bachelor's Degree, Management Science & Engineering (MS&E)
La Jolla Country Day 2004 — 2008
GigTown June 2014 - Present
Stotz Equipment September 2012 - June 2014
Qualcomm June 2011 - September 2011
Waddell & Reed June 2010 - August 2010
Skills
Financial Analysis, Management, Microsoft Office, Financial Modeling, PowerPoint, Matlab, Java, Data Analysis, Microsoft Excel, Finance, Customer Service
Education
Stanford University 2008 — 2012
Bachelor's Degree, Management Science & Engineering (MS&E)
La Jolla Country Day 2004 — 2008
Joshua Van Buskirk's Waddell & Reed Experience June 2004 - August 2004
Job Equipment LeaseFinancing Professional
Industry Financial Services
Experience
Wells Fargo Equipment Finance January 2014 - May 2015
ATEL Capital Group November 2006 - December 2013
1-800-Radiator June 2005 - August 2006
Compass Analytics December 2004 - May 2005
Waddell & Reed June 2004 - August 2004
Skills
Portfolio Management, Asset Management, Financial Modeling, Financial Analysis, Finance, Due Diligence, Valuation, Investments, Risk Management, Corporate Finance, Banking, Credit Analysis, Private Equity, Structured Finance, Management, Mergers & Acquisitions, Financial Services, Negotiation, Credit, Sales, Marketing, Loans, Financial Structuring, Strategic Planning, Relationship Management, Business Development, Customer Service
Education
San Francisco State University
B.A., Economics
Wells Fargo Equipment Finance January 2014 - May 2015
ATEL Capital Group November 2006 - December 2013
1-800-Radiator June 2005 - August 2006
Compass Analytics December 2004 - May 2005
Waddell & Reed June 2004 - August 2004
Skills
Portfolio Management, Asset Management, Financial Modeling, Financial Analysis, Finance, Due Diligence, Valuation, Investments, Risk Management, Corporate Finance, Banking, Credit Analysis, Private Equity, Structured Finance, Management, Mergers & Acquisitions, Financial Services, Negotiation, Credit, Sales, Marketing, Loans, Financial Structuring, Strategic Planning, Relationship Management, Business Development, Customer Service
Education
San Francisco State University
B.A., Economics
Niuzhuo(Zoey) Zuo Niuzhuo(Zoey) Zuo's Waddell & Reed Experience June 2014 - Present
Job Investment Analyst at Waddell & Reed
Industry Investment Management
Experience
Waddell & Reed June 2014 - Present
University of Wisconsin-Madison August 2013 - May 2014
Wisconsin School of Business August 2012 - May 2014
State of Wisconsin Investment Board May 2013 - April 2014
Wisconsin School of Business August 2012 - May 2013
Swifttrade May 2009 - May 2012
Skills
Bloomberg, Financial Modeling, Economics, Credit Analysis, FactSet, Financial Analysis, Valuation, Equity Research, Microsoft Excel, R, Eviews, Risk Management, Data Analysis, Fixed Income Strategies, Portfolio Management, Investments
Education
University of Wisconsin-Madison, Wisconsin School of Business 2012 — 2014
Master of Business Administration
Sichuan University 2005 — 2009
Bachelor of Science
Waddell & Reed June 2014 - Present
University of Wisconsin-Madison August 2013 - May 2014
Wisconsin School of Business August 2012 - May 2014
State of Wisconsin Investment Board May 2013 - April 2014
Wisconsin School of Business August 2012 - May 2013
Swifttrade May 2009 - May 2012
Skills
Bloomberg, Financial Modeling, Economics, Credit Analysis, FactSet, Financial Analysis, Valuation, Equity Research, Microsoft Excel, R, Eviews, Risk Management, Data Analysis, Fixed Income Strategies, Portfolio Management, Investments
Education
University of Wisconsin-Madison, Wisconsin School of Business 2012 — 2014
Master of Business Administration
Sichuan University 2005 — 2009
Bachelor of Science
Spencer Thomas's Waddell & Reed Experience August 2011 - October 2011
Job Lead Consultant at Maxis Solutions
Industry Financial Services
Experience
Maxis Solutions January 2014 - Present
Maxis Solutions January 2013 - December 2013
Maxis Solutions October 2011 - December 2012
Waddell & Reed August 2011 - October 2011
La Jolla LASIK Institute June 2011 - August 2011
DiMarco Araujo Montevideo APLC May 2010 - August 2010
Skills
PowerPoint, Sales, Outlook, Marketing Research, Marketing Strategy, Microsoft Excel, Microsoft Word, Customer Service, Market Research, Microsoft Office, Event Planning, Marketing, Research, Data Analysis, Spanish, Financial Analysis, Event Management, Analysis, Finance, Relationship Management
Education
San Diego State University-California State University 2007 — 2011
Bachelor of Arts, Economics
Maxis Solutions January 2014 - Present
Maxis Solutions January 2013 - December 2013
Maxis Solutions October 2011 - December 2012
Waddell & Reed August 2011 - October 2011
La Jolla LASIK Institute June 2011 - August 2011
DiMarco Araujo Montevideo APLC May 2010 - August 2010
Skills
PowerPoint, Sales, Outlook, Marketing Research, Marketing Strategy, Microsoft Excel, Microsoft Word, Customer Service, Market Research, Microsoft Office, Event Planning, Marketing, Research, Data Analysis, Spanish, Financial Analysis, Event Management, Analysis, Finance, Relationship Management
Education
San Diego State University-California State University 2007 — 2011
Bachelor of Arts, Economics
Todd Timmons Todd Timmons's Waddell & Reed Experience June 2011 - August 2011
Job Finance Manager at TargetCW
Industry Financial Services
Experience
TargetCW July 2015 - Present
Jeter Sports Management October 2014 - July 2015
TargetCW March 2013 - October 2014
Whisknladle Restaurant February 2010 - January 2014
San Diego State University January 2008 - December 2011
Waddell & Reed June 2011 - August 2011
Skills
Event Management, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Customer Service, Social Media, Event Planning, Outlook, Financial Analysis, Public Speaking, Research, Access, QuickBooks, Facebook, Teamwork
Education
San Diego State University-California State University 2007 — 2011
Bachelor of Science (BS), Finance, General
San Diego State University-California State University
Finance
TargetCW July 2015 - Present
Jeter Sports Management October 2014 - July 2015
TargetCW March 2013 - October 2014
Whisknladle Restaurant February 2010 - January 2014
San Diego State University January 2008 - December 2011
Waddell & Reed June 2011 - August 2011
Skills
Event Management, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Customer Service, Social Media, Event Planning, Outlook, Financial Analysis, Public Speaking, Research, Access, QuickBooks, Facebook, Teamwork
Education
San Diego State University-California State University 2007 — 2011
Bachelor of Science (BS), Finance, General
San Diego State University-California State University
Finance
Yana Elshaeir's Waddell & Reed Experience May 2014 - August 2014
Job Systems Business Analyst at Citi
Industry
Experience
Citi May 2015 - Present
University of South Florida January 2015 - May 2015
University of South Florida August 2014 - May 2015
Waddell & Reed May 2014 - August 2014
SPC Honors College Office September 2012 - May 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, Teamwork
Education
University of South Florida 2013 — 2015
Bachelor of Arts, Economics, GPA (3.92)
St. Petersburg College 2011 — 2013
Associates of Arts Degree (Magna cum Laude), Business Administration, GPA (4.0)
Belarusian State University 2005 — 2008
English and Italian Philology (incomplete)
Citi May 2015 - Present
University of South Florida January 2015 - May 2015
University of South Florida August 2014 - May 2015
Waddell & Reed May 2014 - August 2014
SPC Honors College Office September 2012 - May 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, Teamwork
Education
University of South Florida 2013 — 2015
Bachelor of Arts, Economics, GPA (3.92)
St. Petersburg College 2011 — 2013
Associates of Arts Degree (Magna cum Laude), Business Administration, GPA (4.0)
Belarusian State University 2005 — 2008
English and Italian Philology (incomplete)
Alexandra Stuck Alexandra Stuck's Waddell & Reed Experience October 2012 - March 2014
Job Human Resources at Marcus & Millichap
Industry Financial Services
Experience
Marcus & Millichap March 2015 - Present
Fisher Investments September 2014 - February 2015
San Jose State University July 2014 - September 2014
San Jose State University September 2012 - September 2014
San Jose State University January 2014 - June 2014
Waddell & Reed October 2012 - March 2014
Waddell & Reed October 2011 - October 2012
Target November 2009 - October 2011
Deloitte July 2011 - July 2011
EY July 2011 - July 2011
Skills
Leadership, Teamwork, Team Building, Problem Solving, Motivated self-starter, Relationship Management, Customer Service, Time Management, Event Planning, Marketing, Sales, Microsoft Word, Microsoft Excel, PowerPoint, Finance, Training, Outlook, Microsoft Office, Financial Analysis, Accounting, Data Analysis, Access, CRM, Data Entry, Auditing, Budgets, Critical Thinking, Research
Education
San Jose State University 2013 — 2014
Minor, Philosophy
San Jose State University 2012 — 2013
Minor, Economics
San Jose State University 2009 — 2013
Bachelor of Science (BS), Finance, General
Presentation High School 2005 — 2009
Marcus & Millichap March 2015 - Present
Fisher Investments September 2014 - February 2015
San Jose State University July 2014 - September 2014
San Jose State University September 2012 - September 2014
San Jose State University January 2014 - June 2014
Waddell & Reed October 2012 - March 2014
Waddell & Reed October 2011 - October 2012
Target November 2009 - October 2011
Deloitte July 2011 - July 2011
EY July 2011 - July 2011
Skills
Leadership, Teamwork, Team Building, Problem Solving, Motivated self-starter, Relationship Management, Customer Service, Time Management, Event Planning, Marketing, Sales, Microsoft Word, Microsoft Excel, PowerPoint, Finance, Training, Outlook, Microsoft Office, Financial Analysis, Accounting, Data Analysis, Access, CRM, Data Entry, Auditing, Budgets, Critical Thinking, Research
Education
San Jose State University 2013 — 2014
Minor, Philosophy
San Jose State University 2012 — 2013
Minor, Economics
San Jose State University 2009 — 2013
Bachelor of Science (BS), Finance, General
Presentation High School 2005 — 2009
Kevin Sumrall's Waddell & Reed Experience February 2012 - Present
Job Marketing Communications Specialist at Waddell & Reed
Industry Financial Services
Experience
Waddell & Reed February 2012 - Present
Waddell & Reed May 2009 - February 2012
Skills
Series 6, Mutual Funds, Retirement Planning, Investments, Retirement, Financial Services, Fixed Annuities, Strategic Financial..., Bloomberg, Equities, Bonds, Fixed Income, Banking, Financial Analysis
Education
Rockhurst University 2009 — 2011
Masters of Business Administration, Finance/Economics
Spring Hill College 2004 — 2008
Economics, Finance/Economics
Waddell & Reed February 2012 - Present
Waddell & Reed May 2009 - February 2012
Skills
Series 6, Mutual Funds, Retirement Planning, Investments, Retirement, Financial Services, Fixed Annuities, Strategic Financial..., Bloomberg, Equities, Bonds, Fixed Income, Banking, Financial Analysis
Education
Rockhurst University 2009 — 2011
Masters of Business Administration, Finance/Economics
Spring Hill College 2004 — 2008
Economics, Finance/Economics
Beth Kelley Beth Kelley's Waddell & Reed Experience August 2010 - December 2010
Job Assurance Senior Associate
Industry Accounting
Experience
McGladrey November 2011 - Present
Waddell & Reed August 2010 - December 2010
McGladrey June 2010 - July 2010
Barrett, Herman, Ragland & Schartz, P.A. October 2008 - May 2010
Skills
Accounting, GAAP, Assurance, Auditing, US GAAP, Financial Reporting, Financial Accounting, Financial Analysis, Internal Controls, Financial Statements, General Ledger, Financial Audits, Cost Accounting, External Audit, Internal Audit, CPA
Education
Rockhurst University 2010 — 2011
MBA
Rockhurst University 2006 — 2010
Bachelor Science in Business Administration, Accounting & Spanish
McGladrey November 2011 - Present
Waddell & Reed August 2010 - December 2010
McGladrey June 2010 - July 2010
Barrett, Herman, Ragland & Schartz, P.A. October 2008 - May 2010
Skills
Accounting, GAAP, Assurance, Auditing, US GAAP, Financial Reporting, Financial Accounting, Financial Analysis, Internal Controls, Financial Statements, General Ledger, Financial Audits, Cost Accounting, External Audit, Internal Audit, CPA
Education
Rockhurst University 2010 — 2011
MBA
Rockhurst University 2006 — 2010
Bachelor Science in Business Administration, Accounting & Spanish
Nicholas Ashback's Waddell & Reed Experience April 2011 - December 2011
Job Siena College Alumni
Industry Insurance
Experience
Empire Blue Cross Blue Shield January 2015 - Present
Empire Blue Cross Blue Shield December 2013 - January 2015
RiverSource Life Insurance Co. of NY February 2012 - December 2013
Waddell & Reed April 2011 - December 2011
Waddell & Reed August 2010 - April 2011
Skills
Microsoft Office, Investments, Finance, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Insurance, Sales, Market Research, Coaching, Financial Analysis, Marketing
Education
Siena College 2007 — 2011
BS, Finance & Economics
Empire Blue Cross Blue Shield January 2015 - Present
Empire Blue Cross Blue Shield December 2013 - January 2015
RiverSource Life Insurance Co. of NY February 2012 - December 2013
Waddell & Reed April 2011 - December 2011
Waddell & Reed August 2010 - April 2011
Skills
Microsoft Office, Investments, Finance, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Insurance, Sales, Market Research, Coaching, Financial Analysis, Marketing
Education
Siena College 2007 — 2011
BS, Finance & Economics
Lynn Van Haren Lynn Van Haren's Waddell & Reed Experience December 2009 - December 2011
Job Financial Advisor self employed
Industry Financial Services
Experience
self employed March 2013 - Present
GMP Securities LLC January 2012 - December 2012
Waddell & Reed December 2009 - December 2011
Skills
Portfolio Management, Investments, Asset Allocation, Strategic Planning, Equities, Microsoft Office, Retirement Planning
Education
Rutgers University
Bachelor of Arts (B.A.), Economics
self employed March 2013 - Present
GMP Securities LLC January 2012 - December 2012
Waddell & Reed December 2009 - December 2011
Skills
Portfolio Management, Investments, Asset Allocation, Strategic Planning, Equities, Microsoft Office, Retirement Planning
Education
Rutgers University
Bachelor of Arts (B.A.), Economics
Daniel Blickhan's Waddell & Reed Experience June 2014 - Present
Job Staff Accountant Pricing at Waddell & Reed
Industry Accounting
Experience
Waddell & Reed June 2014 - Present
Waterway Gas & Wash March 2009 - June 2014
Commerce Bank February 2012 - April 2012
Skills
Microsoft Excel, Microsoft Office, Accounting, Microsoft Word, PowerPoint, Financial Accounting, Financial Analysis, Teamwork, QuickBooks, Bookkeeping, Financial Reporting, Customer Service, Tax, Auditing, Research
Education
Rockhurst University 2010 — 2014
Bachelor's of Science, Business Administration, Accounting and Finance
Waddell & Reed June 2014 - Present
Waterway Gas & Wash March 2009 - June 2014
Commerce Bank February 2012 - April 2012
Skills
Microsoft Excel, Microsoft Office, Accounting, Microsoft Word, PowerPoint, Financial Accounting, Financial Analysis, Teamwork, QuickBooks, Bookkeeping, Financial Reporting, Customer Service, Tax, Auditing, Research
Education
Rockhurst University 2010 — 2014
Bachelor's of Science, Business Administration, Accounting and Finance
Todd Kockelman, RICP® Todd Kockelman, RICP®'s Waddell & Reed Experience January 2005 - June 2006
Job Retirement Income Certified Professional®
Industry Financial Services
Experience
K-F Financial January 2010 - Present
Hiway Federal Credit Union July 2007 - January 2010
SPS Commerce July 2006 - July 2007
Waddell & Reed January 2005 - June 2006
Capital Street Financial Services September 1999 - January 2005
North Star Resource Group August 1995 - September 1999
Southwestern Company 1993 - 1995
Skills
Financial Advisory, Retirement Planning, Financial Planning, 401k, Disability Insurance, Estate Planning, Insurance, Series 7, Annuities, Investments, Mutual Funds, Wealth Management, Retirement, Long Term Care, IRA's, Roth IRA, Portfolio Management, Securities, Insurance Planning, Annuity, Series 63, Series 6, Series 65, Advertising, Analysis, Financial Analysis, Photography, Strategic Financial..., IRAs, Equities, Long-term Care, Wealth, Variable Annuities, Pensions, Financial Planners, Management, Term Life Insurance, Wealth Accumulation, Savings, Life Insurance, 401k Rollovers, Investment Advisory, Finance, Asset Allocation, Asset Management, Personal Financial..., Fixed Annuities, Wealth Management..., Long Term Care Insurance, Small Business
Education
St. Cloud State University 1991 — 1995
B.S., Finance
Rainy River Community College 1989 — 1991
A.A., General Education
Falls Senior High School 1984 — 1989
K-F Financial January 2010 - Present
Hiway Federal Credit Union July 2007 - January 2010
SPS Commerce July 2006 - July 2007
Waddell & Reed January 2005 - June 2006
Capital Street Financial Services September 1999 - January 2005
North Star Resource Group August 1995 - September 1999
Southwestern Company 1993 - 1995
Skills
Financial Advisory, Retirement Planning, Financial Planning, 401k, Disability Insurance, Estate Planning, Insurance, Series 7, Annuities, Investments, Mutual Funds, Wealth Management, Retirement, Long Term Care, IRA's, Roth IRA, Portfolio Management, Securities, Insurance Planning, Annuity, Series 63, Series 6, Series 65, Advertising, Analysis, Financial Analysis, Photography, Strategic Financial..., IRAs, Equities, Long-term Care, Wealth, Variable Annuities, Pensions, Financial Planners, Management, Term Life Insurance, Wealth Accumulation, Savings, Life Insurance, 401k Rollovers, Investment Advisory, Finance, Asset Allocation, Asset Management, Personal Financial..., Fixed Annuities, Wealth Management..., Long Term Care Insurance, Small Business
Education
St. Cloud State University 1991 — 1995
B.S., Finance
Rainy River Community College 1989 — 1991
A.A., General Education
Falls Senior High School 1984 — 1989
Buck Childers's Waddell & Reed Experience January 2014 - February 2015
Job Engagement Manager at NICE Systems
Industry Information Technology and Services
Experience
NICE Systems June 2015 - Present
BalancePoint Corporation January 2014 - February 2015
Waddell & Reed January 2014 - February 2015
JMA Information Technology August 2011 - December 2012
Sprint August 2011 - December 2012
Genesis10 February 2011 - August 2011
Bank of America February 2011 - August 2011
Independent Consulting 2009 - February 2011
EDS, an HP Company January 2004 - 2009
EDS, an HP Company 1985 - 2009
Skills
Outsourcing, Project Management, Project Delivery, Program Management, Telecommunications, PMP, Print Management, Integration, Databases, SDLC, Software Development, Leadership, Visio, Requirements Analysis, IT Service Management, PMO, Process Improvement, Management, Data Center, Software Project..., IT Strategy, Business Analysis, Project Portfolio..., Cross-functional Team..., Project Planning, Requirements Gathering, Vendor Management, Information Technology
Education
Southern Illinois University, Carbondale 1980 — 1984
BA, Computer Science
NICE Systems June 2015 - Present
BalancePoint Corporation January 2014 - February 2015
Waddell & Reed January 2014 - February 2015
JMA Information Technology August 2011 - December 2012
Sprint August 2011 - December 2012
Genesis10 February 2011 - August 2011
Bank of America February 2011 - August 2011
Independent Consulting 2009 - February 2011
EDS, an HP Company January 2004 - 2009
EDS, an HP Company 1985 - 2009
Skills
Outsourcing, Project Management, Project Delivery, Program Management, Telecommunications, PMP, Print Management, Integration, Databases, SDLC, Software Development, Leadership, Visio, Requirements Analysis, IT Service Management, PMO, Process Improvement, Management, Data Center, Software Project..., IT Strategy, Business Analysis, Project Portfolio..., Cross-functional Team..., Project Planning, Requirements Gathering, Vendor Management, Information Technology
Education
Southern Illinois University, Carbondale 1980 — 1984
BA, Computer Science
David Polkinghorn David Polkinghorn's Waddell & Reed Experience February 2012 - March 2014
Job Registered Representative
Industry Financial Services
Experience
American Municipal Securities June 2015 - Present
Soaring Wings HQ, LLC dba Ker's WingHouse August 2014 - June 2015
Waddell & Reed February 2012 - March 2014
Hooters Management Corporation September 2008 - January 2010
MTD Technologies, LLC November 2005 - September 2008
MTD Technologies, Inc. September 2003 - November 2005
Skills
Customer Service, Finance, Financial Analysis, Insurance, Management, Risk Management, Microsoft Office, Financial Reporting, Accounting, General Ledger, Team Building, Process Improvement, Budgets, Strategic Planning, Sales Management
Education
University of South Florida 2010 — 2011
Bachelor of Science (B.S.), Finance and Economics, 3.68 GPA
St. Petersburg College 2000 — 2003
Associate of Arts (AA), Accounting, 3.28 GPA
American Municipal Securities June 2015 - Present
Soaring Wings HQ, LLC dba Ker's WingHouse August 2014 - June 2015
Waddell & Reed February 2012 - March 2014
Hooters Management Corporation September 2008 - January 2010
MTD Technologies, LLC November 2005 - September 2008
MTD Technologies, Inc. September 2003 - November 2005
Skills
Customer Service, Finance, Financial Analysis, Insurance, Management, Risk Management, Microsoft Office, Financial Reporting, Accounting, General Ledger, Team Building, Process Improvement, Budgets, Strategic Planning, Sales Management
Education
University of South Florida 2010 — 2011
Bachelor of Science (B.S.), Finance and Economics, 3.68 GPA
St. Petersburg College 2000 — 2003
Associate of Arts (AA), Accounting, 3.28 GPA
Robert Box Robert Box's Waddell & Reed Experience January 1999 - August 2004
Job Tennis Professional at Eastside Tennis Center TOPS
Industry Security and Investigations
Experience
Eastside Tennis Center - TOPS June 2015 - Present
Head February 2013 - Present
ADT Security August 2004 - Present
Mill Creek Tennis Club March 2012 - April 2015
Avanti Sports January 2007 - February 2012
Waddell & Reed January 1999 - August 2004
Physiotherapy Associates July 1993 - December 1999
Skills
Microsoft Office, Customer Service, Microsoft Excel, Project Management, Process Improvement, Outlook, Business Development, PowerPoint, Strategic Planning, Risk Management, Marketing, Microsoft Word, Coaching, Tennis, Sales
Education
Seattle University 1989 — 1993
Bachelor of Arts (BA), Liberal Arts and Sciences/Liberal Studies
Sammamish High School 1986 — 1989
Eastside Tennis Center - TOPS June 2015 - Present
Head February 2013 - Present
ADT Security August 2004 - Present
Mill Creek Tennis Club March 2012 - April 2015
Avanti Sports January 2007 - February 2012
Waddell & Reed January 1999 - August 2004
Physiotherapy Associates July 1993 - December 1999
Skills
Microsoft Office, Customer Service, Microsoft Excel, Project Management, Process Improvement, Outlook, Business Development, PowerPoint, Strategic Planning, Risk Management, Marketing, Microsoft Word, Coaching, Tennis, Sales
Education
Seattle University 1989 — 1993
Bachelor of Arts (BA), Liberal Arts and Sciences/Liberal Studies
Sammamish High School 1986 — 1989
Ivan Remigio Ivan Remigio's Waddell & Reed Experience January 2012 - May 2012
Job .NET Developer at CGI
Industry Computer Software
Experience
CGI June 2014 - Present
Apple May 2012 - June 2014
Waddell & Reed January 2012 - May 2012
San Diego State University January 2011 - May 2011
Bally Total Fitness January 2008 - April 2008
Skills
SQL, Business Intelligence, Databases, Technical Support, iOS, Microsoft SQL Server, SDLC, Financial Modeling, SAP, Financial Analysis, .NET, Python, Information Systems, SAS programming, Applied Probability, Hadoop, R, Customer Service, Tableau, Strategic Financial..., Equities, Bloomberg Terminal, Personal Financial..., C#, Microsoft Office, Microsoft Excel, Kofax, SSRS, Statistics, GIS, Software Development
Education
San Diego Mesa College 2014 — 2015
Certificate, Geographic Information Systems Technician
San Diego State University-California State University 2008 — 2014
Bachelor's Degree, Management Information Systems
San Diego State University-California State University 2008 — 2012
Certificate, Personal Financial Planning
CGI June 2014 - Present
Apple May 2012 - June 2014
Waddell & Reed January 2012 - May 2012
San Diego State University January 2011 - May 2011
Bally Total Fitness January 2008 - April 2008
Skills
SQL, Business Intelligence, Databases, Technical Support, iOS, Microsoft SQL Server, SDLC, Financial Modeling, SAP, Financial Analysis, .NET, Python, Information Systems, SAS programming, Applied Probability, Hadoop, R, Customer Service, Tableau, Strategic Financial..., Equities, Bloomberg Terminal, Personal Financial..., C#, Microsoft Office, Microsoft Excel, Kofax, SSRS, Statistics, GIS, Software Development
Education
San Diego Mesa College 2014 — 2015
Certificate, Geographic Information Systems Technician
San Diego State University-California State University 2008 — 2014
Bachelor's Degree, Management Information Systems
San Diego State University-California State University 2008 — 2012
Certificate, Personal Financial Planning
Breck Ray Breck Ray's Waddell & Reed Experience May 2010 - April 2012
Job Vice President at Bank of Texas
Industry Banking
Experience
Bank of Texas May 2012 - Present
Waddell & Reed May 2010 - April 2012
Colliers Turley Martin Tucker May 2009 - December 2009
Morgan Stanley Smith Barney January 2009 - August 2009
Dale Resources May 2008 - August 2008
Skills
Investments, Leases, Portfolio Management, Microsoft Excel, Private Equity, PowerPoint, Real Estate, Microsoft Word, Microsoft Office, Outlook
Education
Saint Louis University 2006 — 2010
Bachelor of Science, Finance
Fort Worth Country Day 2002 — 2006
Bank of Texas May 2012 - Present
Waddell & Reed May 2010 - April 2012
Colliers Turley Martin Tucker May 2009 - December 2009
Morgan Stanley Smith Barney January 2009 - August 2009
Dale Resources May 2008 - August 2008
Skills
Investments, Leases, Portfolio Management, Microsoft Excel, Private Equity, PowerPoint, Real Estate, Microsoft Word, Microsoft Office, Outlook
Education
Saint Louis University 2006 — 2010
Bachelor of Science, Finance
Fort Worth Country Day 2002 — 2006
Tom Ward Tom Ward's Waddell & Reed Experience March 2013 - December 2014
Job Senior Infrastructure Project Manager at YRC Freight
Industry Information Technology and Services
Experience
YRC Freight January 2015 - Present
Waddell & Reed March 2013 - December 2014
Kansas City Southern Railway July 2012 - December 2012
DST Systems Inc May 1999 - February 2012
United States Marine Corps August 1992 - April 1999
Kansas City Life Insurance Company June 1991 - May 1992
Stinson Morrison Hecker February 1990 - January 1991
Skills
Project Portfolio..., Information Security, Security, Program Management, Project Management, Vendor Management, Data Center, Management, Technical Writing, MS Project, Disaster Recovery, Requirements Analysis, Information Technology, Microsoft Excel, Networking, Testing, Software Documentation, Clarity, Integration, Business Development, Business Analysis, SDLC, Public Speaking, Microsoft Word, Access, Servers, SharePoint, Process Improvement, Business Intelligence, Training, PMO, IT Management, IT Strategy, Enterprise Architecture, Software Project..., Resource Management, Risk Management, Business Process..., Logistics Management, Visio, Solution Implementation, Solution Delivery, Managed Services, Foreign Language..., Data Loss Protection
Education
Rockhurst University 1999 — 2004
MBA
University of Missouri-Kansas City School of Law 1992 — 1993
(No Degree)
Rockhurst College 1988 — 1992
BA
Archbishop O'Hara High School 1984 — 1988
YRC Freight January 2015 - Present
Waddell & Reed March 2013 - December 2014
Kansas City Southern Railway July 2012 - December 2012
DST Systems Inc May 1999 - February 2012
United States Marine Corps August 1992 - April 1999
Kansas City Life Insurance Company June 1991 - May 1992
Stinson Morrison Hecker February 1990 - January 1991
Skills
Project Portfolio..., Information Security, Security, Program Management, Project Management, Vendor Management, Data Center, Management, Technical Writing, MS Project, Disaster Recovery, Requirements Analysis, Information Technology, Microsoft Excel, Networking, Testing, Software Documentation, Clarity, Integration, Business Development, Business Analysis, SDLC, Public Speaking, Microsoft Word, Access, Servers, SharePoint, Process Improvement, Business Intelligence, Training, PMO, IT Management, IT Strategy, Enterprise Architecture, Software Project..., Resource Management, Risk Management, Business Process..., Logistics Management, Visio, Solution Implementation, Solution Delivery, Managed Services, Foreign Language..., Data Loss Protection
Education
Rockhurst University 1999 — 2004
MBA
University of Missouri-Kansas City School of Law 1992 — 1993
(No Degree)
Rockhurst College 1988 — 1992
BA
Archbishop O'Hara High School 1984 — 1988
Jordan Theobald Jordan Theobald's Waddell & Reed Experience August 2013 - July 2014
Job Student at Southern New Hampshire University
Industry Public Relations and Communications
Experience
Waddell & Reed August 2013 - July 2014
rue21 June 2012 - August 2013
Skills
Professional Services, Communication, Microsoft Excel, Event Planning, Flexible Schedule, Administrative..., Customer Service, Facebook, Microsoft Office, Microsoft Word, Outlook, PowerPoint, Teamwork, Time Management, Social Media
Education
Southern New Hampshire University 2013 — 2015
Lawton Chiles High School 2005 — 2009
Waddell & Reed August 2013 - July 2014
rue21 June 2012 - August 2013
Skills
Professional Services, Communication, Microsoft Excel, Event Planning, Flexible Schedule, Administrative..., Customer Service, Facebook, Microsoft Office, Microsoft Word, Outlook, PowerPoint, Teamwork, Time Management, Social Media
Education
Southern New Hampshire University 2013 — 2015
Lawton Chiles High School 2005 — 2009
Alan J. Besnoff, CFP, ChFC, CLU Alan J. Besnoff, CFP, ChFC, CLU's Waddell & Reed Experience 2000 - 2011
Job Securities Expert Witness & FINRA Arbitrator; Financial Services Professional and Leader
Industry Financial Services
Experience
Securities Expert Witness & Litigation Support, LLC September 2012 - Present
University of New Hampshire September 2013 - Present
Waddell & Reed 2000 - 2011
University of Connecticut 1999 - 1999
John Hancock Financial Services 1996 - 1999
John Hancock Financial Services 1986 - 1996
John Hancock Financial Services 1982 - 1986
Skills
FINRA Regulations, Retirement Plans, Financial Planning, 529 Plans, Mutual Funds, Variable Annuities, Fixed Annuities, Fiduciary Duty, Compliance, Asset Allocation, Disability Insurance, Life Insurance, Long Term Care Insurance, Wrap Accounts, Securities, Investments, Investment Advisory, Financial Advisory, Public Speaking, Teaching, Litigation Support, Litigation Consulting, Securities Litigation, Supervisory Experience, FINRA Arbitration, Alternate Dispute..., Arbitration, Strategic Financial..., Retirement Planning, Estate Planning, FINRA, Finance, Alternative Dispute..., Series 63, Retirement, Insurance
Education
Southern Connecticut State University 1978 — 1982
BS, Political Science
Securities Expert Witness & Litigation Support, LLC September 2012 - Present
University of New Hampshire September 2013 - Present
Waddell & Reed 2000 - 2011
University of Connecticut 1999 - 1999
John Hancock Financial Services 1996 - 1999
John Hancock Financial Services 1986 - 1996
John Hancock Financial Services 1982 - 1986
Skills
FINRA Regulations, Retirement Plans, Financial Planning, 529 Plans, Mutual Funds, Variable Annuities, Fixed Annuities, Fiduciary Duty, Compliance, Asset Allocation, Disability Insurance, Life Insurance, Long Term Care Insurance, Wrap Accounts, Securities, Investments, Investment Advisory, Financial Advisory, Public Speaking, Teaching, Litigation Support, Litigation Consulting, Securities Litigation, Supervisory Experience, FINRA Arbitration, Alternate Dispute..., Arbitration, Strategic Financial..., Retirement Planning, Estate Planning, FINRA, Finance, Alternative Dispute..., Series 63, Retirement, Insurance
Education
Southern Connecticut State University 1978 — 1982
BS, Political Science
Alyssa West Alyssa West's Waddell & Reed Experience May 2014 - July 2014
Job Customer service representative
Industry Consumer Services
Experience
Alliance Precision Plastics January 2015 - June 2015
Xerox August 2014 - November 2014
Waddell & Reed May 2014 - July 2014
Val Tech Holdings, Inc. May 2011 - May 2013
Gates Volunteer Ambulance February 2005 - August 2011
Garden Factory Inc April 2010 - August 2010
Mary Cariola Children's Center September 2009 - June 2010
Skills
SPSS, Volunteering, Microsoft Excel, Microsoft Word, People Skills, Time Management, Team Leadership, PowerPoint, Teamwork, Social Media, Multi Tasking, Communication Skills, Highly self-motivated, Problem Solving, Leadership, Critical Thinking
Education
Saint Bonaventure University 2010 — 2014
Bachelor of Arts (B.A.), Psychology
Gates Chili High School 2006 — 2010
Alliance Precision Plastics January 2015 - June 2015
Xerox August 2014 - November 2014
Waddell & Reed May 2014 - July 2014
Val Tech Holdings, Inc. May 2011 - May 2013
Gates Volunteer Ambulance February 2005 - August 2011
Garden Factory Inc April 2010 - August 2010
Mary Cariola Children's Center September 2009 - June 2010
Skills
SPSS, Volunteering, Microsoft Excel, Microsoft Word, People Skills, Time Management, Team Leadership, PowerPoint, Teamwork, Social Media, Multi Tasking, Communication Skills, Highly self-motivated, Problem Solving, Leadership, Critical Thinking
Education
Saint Bonaventure University 2010 — 2014
Bachelor of Arts (B.A.), Psychology
Gates Chili High School 2006 — 2010
Marc Bowman Marc Bowman's Waddell & Reed Experience September 2000 - September 2011
Job Financial Planner Stout Bowman & Assoc. LLC RIA
Industry Financial Services
Experience
Stout Bowman & Assoc. LLC July 2012 - Present
LPL Finanical October 2011 - July 2012
Waddell & Reed September 2000 - September 2011
Waddell & Reed December 1998 - September 2000
Skills
Personal Financial..., Asset Management, Securities, Investment Advisory, Wealth Management, Investments, Retirement Planning, IRAs, 401k, Fixed Annuities, Asset Allocation, Series 63, Retirement
Education
Shippensburg University of Pennsylvania 1991 — 1995
Stout Bowman & Assoc. LLC July 2012 - Present
LPL Finanical October 2011 - July 2012
Waddell & Reed September 2000 - September 2011
Waddell & Reed December 1998 - September 2000
Skills
Personal Financial..., Asset Management, Securities, Investment Advisory, Wealth Management, Investments, Retirement Planning, IRAs, 401k, Fixed Annuities, Asset Allocation, Series 63, Retirement
Education
Shippensburg University of Pennsylvania 1991 — 1995
Brandon Winn Brandon Winn's Waddell & Reed Experience January 2013 - April 2013
Job Personal Banker at Citizens Bank
Industry Banking
Experience
Citizens Bank February 2014 - Present
Wegmans Food Markets November 2011 - July 2014
Enterprise Rent-A-Car May 2013 - December 2013
Waddell & Reed January 2013 - April 2013
Abercrombie & Fitch April 2011 - August 2011
Crayon Campus Day Care November 2009 - August 2010
Skills
Leadership, Time Management, Customer Service, PowerPoint, Microsoft Excel, Retail, Microsoft Office, Microsoft Word, Facebook, Training, Teamwork
Education
Saint John Fisher College 2010 — 2013
Bachelor of Science, Business Management, Financial Planning, Graduate
Citizens Bank February 2014 - Present
Wegmans Food Markets November 2011 - July 2014
Enterprise Rent-A-Car May 2013 - December 2013
Waddell & Reed January 2013 - April 2013
Abercrombie & Fitch April 2011 - August 2011
Crayon Campus Day Care November 2009 - August 2010
Skills
Leadership, Time Management, Customer Service, PowerPoint, Microsoft Excel, Retail, Microsoft Office, Microsoft Word, Facebook, Training, Teamwork
Education
Saint John Fisher College 2010 — 2013
Bachelor of Science, Business Management, Financial Planning, Graduate
Jeff Evanello,CLU,ChFC,RICP's Waddell & Reed Experience August 2010 - October 2011
Job Senior Director, Business Development for Cambridge Investment Research at Cambridge Investment Research, Inc.
Industry Financial Services
Experience
Cambridge Investment Research, Inc. November 2014 - Present
Cambridge Investment Research October 2011 - October 2014
Waddell & Reed August 2010 - October 2011
Evanello Enterprises, LLC May 2008 - October 2011
Source Capital Group August 2008 - August 2010
ProPlayer Fantasy Sports, LLC June 2009 - August 2009
The Vanguard Group November 1998 - March 2008
Vanguard 1998 - 2008
The Vanguard Group November 1998 - May 2003
Joseph Charles & Associates January 1998 - November 1998
Skills
FINRA Arbitration, Wholesaling, Sales Management, FINRA, Alternative Investments, ETFs, Business Planning, Series 7, Wealth Management, Series 63, Fixed Annuities, Mutual Funds, Financial Advisory, Wholesale, Strategic Financial..., Investments, Insurance, Strategy, Retirement Planning, New Business Development, Marketing, Financial Services, Securities, Portfolio Management, Finance, Investment Advisory, Life Insurance
Education
The American College 2013 — 2014
Retirement Income Certified Professional, Finance, General, Pass
Rutgers, The State University of New Jersey-New Brunswick 1982 — 1986
Bachelor of Arts, Economics
The American College 1991 — 1994
CLU, ChFC, Finance
Cambridge Investment Research, Inc. November 2014 - Present
Cambridge Investment Research October 2011 - October 2014
Waddell & Reed August 2010 - October 2011
Evanello Enterprises, LLC May 2008 - October 2011
Source Capital Group August 2008 - August 2010
ProPlayer Fantasy Sports, LLC June 2009 - August 2009
The Vanguard Group November 1998 - March 2008
Vanguard 1998 - 2008
The Vanguard Group November 1998 - May 2003
Joseph Charles & Associates January 1998 - November 1998
Skills
FINRA Arbitration, Wholesaling, Sales Management, FINRA, Alternative Investments, ETFs, Business Planning, Series 7, Wealth Management, Series 63, Fixed Annuities, Mutual Funds, Financial Advisory, Wholesale, Strategic Financial..., Investments, Insurance, Strategy, Retirement Planning, New Business Development, Marketing, Financial Services, Securities, Portfolio Management, Finance, Investment Advisory, Life Insurance
Education
The American College 2013 — 2014
Retirement Income Certified Professional, Finance, General, Pass
Rutgers, The State University of New Jersey-New Brunswick 1982 — 1986
Bachelor of Arts, Economics
The American College 1991 — 1994
CLU, ChFC, Finance
Collin Mutchler Collin Mutchler's Waddell & Reed Experience June 2001 - August 2003
Job AVP/Business Initiatives Manager at Wells Fargo Home Mortgage
Industry Banking
Experience
Wells Fargo Home Mortgage March 2014 - Present
Wells Fargo Home Mortgage October 2012 - March 2014
Wells Fargo Home Mortgage April 2007 - October 2012
Wells Fargo Home Mortgage April 2004 - April 2007
Waddell & Reed June 2001 - August 2003
Skills
Mortgage Lending, Project Management, Mortgage Banking, Risk Management, Loans, CRM, Release Management, Financial Analysis, Banking, Financial Services, Relationship Management, PMO, Business Requirements, Vendor Management, Business Analysis, Credit
Education
St. Olaf College 1990 — 1994
Economics, Finance
Mounds View High School 1986 — 1990
Wells Fargo Home Mortgage March 2014 - Present
Wells Fargo Home Mortgage October 2012 - March 2014
Wells Fargo Home Mortgage April 2007 - October 2012
Wells Fargo Home Mortgage April 2004 - April 2007
Waddell & Reed June 2001 - August 2003
Skills
Mortgage Lending, Project Management, Mortgage Banking, Risk Management, Loans, CRM, Release Management, Financial Analysis, Banking, Financial Services, Relationship Management, PMO, Business Requirements, Vendor Management, Business Analysis, Credit
Education
St. Olaf College 1990 — 1994
Economics, Finance
Mounds View High School 1986 — 1990
Cindi Abribat's Waddell & Reed Experience 2004 - 2006
Job Partner at T.E.A.FACTORY CO
Industry Civic & Social Organization
Experience
T.E.A.FACTORY CO February 2012 - Present
Self Employed 2008 - Present
Waddell & Reed 2004 - 2006
Smith Barney 1997 - 2000
Skills
Public Speaking, Entrepreneurship, Social Media, Program Management, Team Building, Event Planning, Strategic Planning, Community Outreach, Social Networking, Coaching, Leadership, Public Relations, Training, Leadership Development, Budgets, Event Management, Teaching, Program Development, Social Media Marketing
Education
Rutgers University-New Brunswick 1976 — 1978
BS, Biology
Trinity College - Burlington, VT 1974 — 1976
Bachelor of Science (BS), Biology
T.E.A.FACTORY CO February 2012 - Present
Self Employed 2008 - Present
Waddell & Reed 2004 - 2006
Smith Barney 1997 - 2000
Skills
Public Speaking, Entrepreneurship, Social Media, Program Management, Team Building, Event Planning, Strategic Planning, Community Outreach, Social Networking, Coaching, Leadership, Public Relations, Training, Leadership Development, Budgets, Event Management, Teaching, Program Development, Social Media Marketing
Education
Rutgers University-New Brunswick 1976 — 1978
BS, Biology
Trinity College - Burlington, VT 1974 — 1976
Bachelor of Science (BS), Biology
Jason Jang Jason Jang's Waddell & Reed Experience October 2001 - September 2002
Job Freight Consultant and Business Development Manager at InXpress
Industry Transportation/Trucking/Railroad
Experience
Inxpress franchisee December 2011 - Present
Jang Group Enterprises, LLC November 2011 - Present
American Theological Institute March 2011 - Present
Unlimited PCS Dallas, Inc July 2006 - August 2010
New York Life September 2002 - January 2004
Waddell & Reed October 2001 - September 2002
Mergent, Inc (formerly known as Moody's Financial Information Division) September 1998 - February 2000
Skills
International Shipping, Air Freight, Freight, Import/Export, Shipping Analysis, Series 7, Series 65, NC Real Estate License, NC Mortgage Finance..., Life and Health..., Long Term Care License, Korean Translation, Financial Analysis, DHL, Airborne Express, Logistics Analysis, Metro PCS, Telecommunications, LTL, Confectionery, Shipping
Education
Southwestern Baptist Theological Seminary 2011 — 2016
Master's of Divinity
University of North Carolina at Charlotte - Belk College of Business 1995 — 2000
Business, Finance
Inxpress franchisee December 2011 - Present
Jang Group Enterprises, LLC November 2011 - Present
American Theological Institute March 2011 - Present
Unlimited PCS Dallas, Inc July 2006 - August 2010
New York Life September 2002 - January 2004
Waddell & Reed October 2001 - September 2002
Mergent, Inc (formerly known as Moody's Financial Information Division) September 1998 - February 2000
Skills
International Shipping, Air Freight, Freight, Import/Export, Shipping Analysis, Series 7, Series 65, NC Real Estate License, NC Mortgage Finance..., Life and Health..., Long Term Care License, Korean Translation, Financial Analysis, DHL, Airborne Express, Logistics Analysis, Metro PCS, Telecommunications, LTL, Confectionery, Shipping
Education
Southwestern Baptist Theological Seminary 2011 — 2016
Master's of Divinity
University of North Carolina at Charlotte - Belk College of Business 1995 — 2000
Business, Finance
Al Zobel Al Zobel's Waddell & Reed Experience January 2009 - July 2009
Job Financial Planner at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group July 2009 - Present
Downtown Madison Inc. January 2011 - January 2011
Middleton Chamber of Commerce January 2011 - January 2011
Waddell & Reed January 2009 - July 2009
WKOW-TV October 2003 - September 2008
WBRE-TV December 1999 - October 2003
KRCG-TV March 1996 - December 1999
KHGI-TV (NTV) August 1986 - March 1996
KFDX-TV 1983 - 1986
Skills
Trust Services, Insurance, Financial Planning, Estate Planning, Employee Benefits, Budgeting
Education
University of Nebraska at Kearney 1992 — 1993
poly sci
San Francisco State University 1974 — 1975
Philosophy
Santa Ana College 1972 — 1974
MassMutual Financial Group July 2009 - Present
Downtown Madison Inc. January 2011 - January 2011
Middleton Chamber of Commerce January 2011 - January 2011
Waddell & Reed January 2009 - July 2009
WKOW-TV October 2003 - September 2008
WBRE-TV December 1999 - October 2003
KRCG-TV March 1996 - December 1999
KHGI-TV (NTV) August 1986 - March 1996
KFDX-TV 1983 - 1986
Skills
Trust Services, Insurance, Financial Planning, Estate Planning, Employee Benefits, Budgeting
Education
University of Nebraska at Kearney 1992 — 1993
poly sci
San Francisco State University 1974 — 1975
Philosophy
Santa Ana College 1972 — 1974
Stephanie Moots's Waddell & Reed Experience June 2011 - September 2011
Job Administrative Analyst at Axel Johnson Inc.
Industry Financial Services
Experience
Axel Johnson Inc. June 2015 - Present
Spruce Investment Advisors June 2014 - May 2015
Spruce Private Investors February 2013 - May 2015
John Casablancas Modeling and Career Centers September 2013 - December 2013
CT School of Broadcasting November 2012 - January 2013
Waddell & Reed June 2011 - September 2011
Skills
Finance, Social Media, Sports, Final Cut Pro, Editing, Social Networking, Television, Video Production, Public Relations, Avid, Video, On-air Experience, Economics, Recording, Administrative Work, Writing, Corporate Events, Event Management
Education
Salve Regina University 2008 — 2012
Bachelor of Science (B.S.), Financial Management
CSB 2012 — 2013
Radio and Television
Axel Johnson Inc. June 2015 - Present
Spruce Investment Advisors June 2014 - May 2015
Spruce Private Investors February 2013 - May 2015
John Casablancas Modeling and Career Centers September 2013 - December 2013
CT School of Broadcasting November 2012 - January 2013
Waddell & Reed June 2011 - September 2011
Skills
Finance, Social Media, Sports, Final Cut Pro, Editing, Social Networking, Television, Video Production, Public Relations, Avid, Video, On-air Experience, Economics, Recording, Administrative Work, Writing, Corporate Events, Event Management
Education
Salve Regina University 2008 — 2012
Bachelor of Science (B.S.), Financial Management
CSB 2012 — 2013
Radio and Television
Alissa Gorris Alissa Gorris's Waddell & Reed Experience May 2011 - May 2012
Job Senior Accountant at Momentum Worldwide
Industry Accounting
Experience
Momentum Worldwide January 2015 - Present
Panera Bread June 2012 - January 2015
Waddell & Reed May 2011 - May 2012
RubinBrown LLP January 2010 - May 2010
Prudential Alliance, Realtors January 2009 - January 2010
Rockhurst University January 2009 - May 2009
Skills
Microsoft Office, Auditing, Financial Accounting, Internal Audit, Tax, Accounting, Financial Analysis, Financial Reporting, Microsoft Excel, Outlook, Microsoft Word, PowerPoint, Budget, Forecasting, Customer Service, Management
Education
Rockhurst University 2011 — 2012
Master of Business Administration (MBA)
Rockhurst University 2007 — 2011
Bachelor of Science (B.S.), Accounting
Momentum Worldwide January 2015 - Present
Panera Bread June 2012 - January 2015
Waddell & Reed May 2011 - May 2012
RubinBrown LLP January 2010 - May 2010
Prudential Alliance, Realtors January 2009 - January 2010
Rockhurst University January 2009 - May 2009
Skills
Microsoft Office, Auditing, Financial Accounting, Internal Audit, Tax, Accounting, Financial Analysis, Financial Reporting, Microsoft Excel, Outlook, Microsoft Word, PowerPoint, Budget, Forecasting, Customer Service, Management
Education
Rockhurst University 2011 — 2012
Master of Business Administration (MBA)
Rockhurst University 2007 — 2011
Bachelor of Science (B.S.), Accounting
Alyssa Miller, CIA Alyssa Miller, CIA's Waddell & Reed Experience June 2010 - May 2013
Job Sr. Analyst, Risk Management at LPL Financial
Industry Financial Services
Experience
LPL Financial April 2014 - Present
LPL Financial May 2013 - April 2014
Waddell & Reed June 2010 - May 2013
Waddell & Reed June 2009 - June 2010
Skills
Auditing, Internal Controls, Sarbanes-Oxley Act, Internal Audit, Financial Risk, Financial Reporting, Finance
Education
Rockhurst University 2006 — 2010
BSBA, Accounting
LPL Financial April 2014 - Present
LPL Financial May 2013 - April 2014
Waddell & Reed June 2010 - May 2013
Waddell & Reed June 2009 - June 2010
Skills
Auditing, Internal Controls, Sarbanes-Oxley Act, Internal Audit, Financial Risk, Financial Reporting, Finance
Education
Rockhurst University 2006 — 2010
BSBA, Accounting
Jodie Sweeney Jodie Sweeney's Waddell & Reed Experience 2006 - 2007
Job Business Consultant/Marketing Specialist
Industry Insurance
Experience
Farmers Insurance July 2011 - Present
SD Air National Guard June 2002 - Present
Dakotaland Auto Glass February 2012 - August 2012
Farmers Insurance March 2008 - July 2011
Waddell & Reed 2006 - 2007
Prairie View Prevention Services January 2001 - June 2006
Skills
Liability, Marketing, Coaching, Marketing Strategy, Leadership, Recruiting, Training, Customer Service, Life Insurance, Networking, Insurance, Program Management, Public Relations, Property & Casualty..., Sales, Underwriting, Casualty, Team Building, Professional Liability, Commercial Lines, Account Management, Small Business
Education
South Dakota State University 1997 — 2001
BS, Human Development Family Consumer Science
Farmers Insurance July 2011 - Present
SD Air National Guard June 2002 - Present
Dakotaland Auto Glass February 2012 - August 2012
Farmers Insurance March 2008 - July 2011
Waddell & Reed 2006 - 2007
Prairie View Prevention Services January 2001 - June 2006
Skills
Liability, Marketing, Coaching, Marketing Strategy, Leadership, Recruiting, Training, Customer Service, Life Insurance, Networking, Insurance, Program Management, Public Relations, Property & Casualty..., Sales, Underwriting, Casualty, Team Building, Professional Liability, Commercial Lines, Account Management, Small Business
Education
South Dakota State University 1997 — 2001
BS, Human Development Family Consumer Science
Allyson Harrison Allyson Harrison's Waddell & Reed Experience December 2010 - 2011
Job Owner, EquiFUSE
Industry Marketing and Advertising
Experience
EquiFUSE January 2009 - Present
Waddell & Reed December 2010 - 2011
Education
Santa Clara University
B.S., Business Management
EquiFUSE January 2009 - Present
Waddell & Reed December 2010 - 2011
Education
Santa Clara University
B.S., Business Management
Chuck Shreve Chuck Shreve's Waddell & Reed Experience July 2009 - November 2009
Job Vice President, Branch Manager
Industry Financial Services
Experience
Fidelity Investments October 2012 - Present
Ameriprise Financial Services, Inc. December 2009 - September 2012
Waddell & Reed July 2009 - November 2009
USBII January 2003 - March 2009
Skills
Series 7, Investments, Financial Planning, Sales, Wealth Management, Retirement Planning, Asset Allocation, Strategic Financial..., Investment Advisory, Fixed Annuities, 401k, Series 63, Sales Management, Financial Services, Series 6, Banking, Insurance, Customer Service, Coaching, Series 24, FINRA, Relationship Management, Financial Advisory, Retirement, Securities, Loans, Mortgage, VA, Compliance, Retirement Income..., Asset, Profitability, Wealth, Series 9, Series 10
Education
Santa Clara University 1977 — 1982
BSC, Management
Fidelity Investments October 2012 - Present
Ameriprise Financial Services, Inc. December 2009 - September 2012
Waddell & Reed July 2009 - November 2009
USBII January 2003 - March 2009
Skills
Series 7, Investments, Financial Planning, Sales, Wealth Management, Retirement Planning, Asset Allocation, Strategic Financial..., Investment Advisory, Fixed Annuities, 401k, Series 63, Sales Management, Financial Services, Series 6, Banking, Insurance, Customer Service, Coaching, Series 24, FINRA, Relationship Management, Financial Advisory, Retirement, Securities, Loans, Mortgage, VA, Compliance, Retirement Income..., Asset, Profitability, Wealth, Series 9, Series 10
Education
Santa Clara University 1977 — 1982
BSC, Management
Brian O'Dell Brian O'Dell's Waddell & Reed Experience July 2008 - May 2012
Job
Industry Information Technology and Services
Experience
Republic Airlines March 2014 - Present
Butler Manufacturing May 2012 - Present
Signature Flight Support September 2013 - February 2014
Waddell & Reed July 2008 - May 2012
The EBS Group 2005 - 2008
Birch Telecom 1998 - 2004
Skills
OBIEE, Oracle Applications, Hyperion, EBS, RMAN, OID, Oracle Enterprise..., Grid Control, Enterprise Manager, Oracle Administration, Oracle Application..., Oracle RAC, Oracle Technologies, Oracle E-Business Suite, Patch Management, Oracle, Oracle HR, Database Administration, Hyperion Enterprise, Databases, Unix, Data Guard, IT Management, Software Documentation, SQL*Plus, Informatica, Weblogic, Linux, Business Intelligence, Visio, Red Hat Linux, Solaris, Performance Tuning, High Availability, Essbase, Disaster Recovery, PL/SQL, Unix Shell Scripting, Data Warehousing, SDLC, ETL, Database Design, Oracle Database...
Education
Aviation Institute of Maintenance-Kansas City 2011 — 2013
Aviation Maintenance technician, Aviation Maintenance, 3.71
Spartan College of Aeronautics and Technology 2004 — 2005
Aviation Maintenance
DeVry 1989 — 1991
Electronics
Republic Airlines March 2014 - Present
Butler Manufacturing May 2012 - Present
Signature Flight Support September 2013 - February 2014
Waddell & Reed July 2008 - May 2012
The EBS Group 2005 - 2008
Birch Telecom 1998 - 2004
Skills
OBIEE, Oracle Applications, Hyperion, EBS, RMAN, OID, Oracle Enterprise..., Grid Control, Enterprise Manager, Oracle Administration, Oracle Application..., Oracle RAC, Oracle Technologies, Oracle E-Business Suite, Patch Management, Oracle, Oracle HR, Database Administration, Hyperion Enterprise, Databases, Unix, Data Guard, IT Management, Software Documentation, SQL*Plus, Informatica, Weblogic, Linux, Business Intelligence, Visio, Red Hat Linux, Solaris, Performance Tuning, High Availability, Essbase, Disaster Recovery, PL/SQL, Unix Shell Scripting, Data Warehousing, SDLC, ETL, Database Design, Oracle Database...
Education
Aviation Institute of Maintenance-Kansas City 2011 — 2013
Aviation Maintenance technician, Aviation Maintenance, 3.71
Spartan College of Aeronautics and Technology 2004 — 2005
Aviation Maintenance
DeVry 1989 — 1991
Electronics
Randy Bentele Randy Bentele's Waddell & Reed Experience June 2011 - January 2015
Job Manager, Program Portfolio Management Office at Westar Energy
Industry Information Technology and Services
Experience
Westar Energy March 2015 - Present
Waddell & Reed June 2011 - January 2015
Cisco June 2009 - June 2011
EDS November 2000 - March 2009
OneSystem Group April 1998 - April 2000
DSI March 1994 - March 1998
EDS July 1986 - March 1994
Skills
Process Improvement, CMMI, PMP, Program Management, PMO, SDLC, Vendor Management, ITIL, Software Project..., Business Process..., Project Portfolio..., Business Analysis, Requirements Analysis, IT Management, Project Management, Enterprise Architecture, Visio, Integration, Agile Project Management, Certified Project..., Risk Management, Data Center, Virtualization, Enterprise Software, Leadership, Cloud Computing, IT Strategy, Business Process, CRM, Software Documentation, Management, Start-ups, Software Development, Team Building, Consulting, Project Delivery, Outsourcing, Business Intelligence, Cross-functional Team..., SharePoint, IT Service Management, Requirements Gathering, Disaster Recovery, Information Technology, Professional Services, SaaS, IT Operations, Strategic Planning, Scrum, Networking
Education
Rockhurst University 1996 — 2000
MBA, Finance, 4.0
Rockhurst University 1983 — 1986
BS, Computer Science, Business, 3.4
Westar Energy March 2015 - Present
Waddell & Reed June 2011 - January 2015
Cisco June 2009 - June 2011
EDS November 2000 - March 2009
OneSystem Group April 1998 - April 2000
DSI March 1994 - March 1998
EDS July 1986 - March 1994
Skills
Process Improvement, CMMI, PMP, Program Management, PMO, SDLC, Vendor Management, ITIL, Software Project..., Business Process..., Project Portfolio..., Business Analysis, Requirements Analysis, IT Management, Project Management, Enterprise Architecture, Visio, Integration, Agile Project Management, Certified Project..., Risk Management, Data Center, Virtualization, Enterprise Software, Leadership, Cloud Computing, IT Strategy, Business Process, CRM, Software Documentation, Management, Start-ups, Software Development, Team Building, Consulting, Project Delivery, Outsourcing, Business Intelligence, Cross-functional Team..., SharePoint, IT Service Management, Requirements Gathering, Disaster Recovery, Information Technology, Professional Services, SaaS, IT Operations, Strategic Planning, Scrum, Networking
Education
Rockhurst University 1996 — 2000
MBA, Finance, 4.0
Rockhurst University 1983 — 1986
BS, Computer Science, Business, 3.4
Ken Diltz's Waddell & Reed Experience April 2008 - January 2009
Job Wholesaler at Crump Life Insurance Services
Industry Insurance
Experience
Crump Life Insurance Services September 2009 - Present
Waddell & Reed April 2008 - January 2009
Skills
Life Insurance, Strategic Financial..., Insurance, Finance, Series 7, Fixed Annuities, Retirement Planning, Term Life Insurance, Series 6, Series 63, Underwriting, Universal Life, Whole Life, Sales, General Insurance, Relationship Management, Sales Management, Sales Presentations, Team Building, Permanent Life Insurance, Investments, Estate Planning, Financial Services, Life, Personal Financial..., FINRA
Education
Shippensburg University of Pennsylvania 2005 — 2008
B.S.B.A, Finance
Cedar Cliff High School 2001 — 2004
Crump Life Insurance Services September 2009 - Present
Waddell & Reed April 2008 - January 2009
Skills
Life Insurance, Strategic Financial..., Insurance, Finance, Series 7, Fixed Annuities, Retirement Planning, Term Life Insurance, Series 6, Series 63, Underwriting, Universal Life, Whole Life, Sales, General Insurance, Relationship Management, Sales Management, Sales Presentations, Team Building, Permanent Life Insurance, Investments, Estate Planning, Financial Services, Life, Personal Financial..., FINRA
Education
Shippensburg University of Pennsylvania 2005 — 2008
B.S.B.A, Finance
Cedar Cliff High School 2001 — 2004
Steven Tambone, CFP® Steven Tambone, CFP®'s Waddell & Reed Experience March 2001 - March 2006
Job Financial Planning and Sensible Investing Preparation is the Key to Success
Industry Investment Management
Experience
S&A Financial Strategies and Services LLC March 2006 - Present
Waddell & Reed March 2001 - March 2006
Skills
Strategic Financial..., Financial Advisory, Retirement Planning, Wealth Management, Investment Strategies, Investment Advisory, Fee Only Financial..., Personal Finance...
Education
The American College of Financial Services
CFP® Certification Education, Financial Planning
Rutgers University-New Brunswick 1977 — 1981
BSEE, Electrical Engineering
S&A Financial Strategies and Services LLC March 2006 - Present
Waddell & Reed March 2001 - March 2006
Skills
Strategic Financial..., Financial Advisory, Retirement Planning, Wealth Management, Investment Strategies, Investment Advisory, Fee Only Financial..., Personal Finance...
Education
The American College of Financial Services
CFP® Certification Education, Financial Planning
Rutgers University-New Brunswick 1977 — 1981
BSEE, Electrical Engineering
Jeremy O'Reilly Jeremy O'Reilly's Waddell & Reed Experience 2008 - 2010
Job E*Trade Financial Services
Industry Financial Services
Experience
E*TRADE Financial January 2012 - Present
Merrill Lynch 2009 - 2012
Waddell & Reed 2008 - 2010
Enterprise Rent-A-Car July 2003 - December 2006
Ace Parking 1999 - 2003
Skills
Strategic Financial..., Investments, Finance, Risk Management, Retirement Planning, Estate Planning, Asset Allocation, Retirement, Asset Management, Asset Managment, Wealth Management, Mutual Funds, Financial Planning, Retirement Income..., Asset
Education
San Diego State University-California State University 1999 — 2004
Business Management, Finance & Management
San Diego Mesa College 1999 — 2000
Associate Degree, Undergraduate
E*TRADE Financial January 2012 - Present
Merrill Lynch 2009 - 2012
Waddell & Reed 2008 - 2010
Enterprise Rent-A-Car July 2003 - December 2006
Ace Parking 1999 - 2003
Skills
Strategic Financial..., Investments, Finance, Risk Management, Retirement Planning, Estate Planning, Asset Allocation, Retirement, Asset Management, Asset Managment, Wealth Management, Mutual Funds, Financial Planning, Retirement Income..., Asset
Education
San Diego State University-California State University 1999 — 2004
Business Management, Finance & Management
San Diego Mesa College 1999 — 2000
Associate Degree, Undergraduate
Richard Corbin Richard Corbin's Waddell & Reed Experience April 1989 - August 1992
Job Registered Principal and Wealth Consultant at LPL Financial
Industry Financial Services
Experience
LPL Financial July 2011 - Present
TEXANS Financial August 1992 - July 2011
CUNA Brokerage Services, Inc. August 1992 - December 2006
Waddell & Reed April 1989 - August 1992
Education
Southwestern University
Mathematics
LPL Financial July 2011 - Present
TEXANS Financial August 1992 - July 2011
CUNA Brokerage Services, Inc. August 1992 - December 2006
Waddell & Reed April 1989 - August 1992
Education
Southwestern University
Mathematics
Valerie Ferlita Valerie Ferlita's Waddell & Reed Experience June 2011 - January 2012
Job Executive Recruiter at Crawford Thomas Recruiting
Industry Human Resources
Experience
American Cancer Society 2013 - Present
Crawford Thomas Recruiting January 2011 - October 2013
Waddell & Reed June 2011 - January 2012
Hilton Worldwide June 2008 - June 2011
Skills
Applicant Tracking..., Recruiting, Onboarding, Technical Recruiting, Employee Relations, Benefits Administration, Human Resources, Temporary Staffing, Sourcing, Temporary Placement, Cold Calling, New Hire Orientations, Employee Benefits, Talent Management, Resume Writing, Staffing Services, HRIS, College Recruiting, Internet Recruiting, Interviews, Screening Resumes, Building Relationships, Organizational..., Training, Executive Search, Sales, Professional Services, Employee Training, Team Building, Management, Job Fairs, PeopleSoft, Screening, Personnel Management, Payroll, Coaching, Time Management, Business Networking, Benefits Negotiation, Account Management, Leadership, Employment Law, Performance Management, Background Checks, Contract Recruitment, Employee Engagement, HR Consulting, Recruitment Advertising, Dedicated Professional, Customer Retention
Education
St. Petersburg College
Bachelor of Business Administration (B.B.A.), Human Resources Management/Personnel Administration, General
Hillsborough Community College
Associates, Science
American Cancer Society 2013 - Present
Crawford Thomas Recruiting January 2011 - October 2013
Waddell & Reed June 2011 - January 2012
Hilton Worldwide June 2008 - June 2011
Skills
Applicant Tracking..., Recruiting, Onboarding, Technical Recruiting, Employee Relations, Benefits Administration, Human Resources, Temporary Staffing, Sourcing, Temporary Placement, Cold Calling, New Hire Orientations, Employee Benefits, Talent Management, Resume Writing, Staffing Services, HRIS, College Recruiting, Internet Recruiting, Interviews, Screening Resumes, Building Relationships, Organizational..., Training, Executive Search, Sales, Professional Services, Employee Training, Team Building, Management, Job Fairs, PeopleSoft, Screening, Personnel Management, Payroll, Coaching, Time Management, Business Networking, Benefits Negotiation, Account Management, Leadership, Employment Law, Performance Management, Background Checks, Contract Recruitment, Employee Engagement, HR Consulting, Recruitment Advertising, Dedicated Professional, Customer Retention
Education
St. Petersburg College
Bachelor of Business Administration (B.B.A.), Human Resources Management/Personnel Administration, General
Hillsborough Community College
Associates, Science
Scot Snyder Scot Snyder's Waddell & Reed Experience April 2003 - June 2008
Job UX/UI Design Manager, UX/UI Design and Dev, Web/Mobile/eCommerce, HTML5, CSS3, jQuery, JavaScript, Adobe CC
Industry Financial Services
Experience
TouchNet Information Systems, Inc. 2008 - Present
Waddell & Reed April 2003 - June 2008
Ivy Funds April 2003 - June 2008
Waddell & Reed Financial Services 2003 - 2008
scotsnyder.com January 1998 - August 2002
TEKsystems 1998 - 2002
TEKsystems 1998 - 2002
Rockhurst University August 1998 - May 2000
Anderson Communications Group May 1995 - August 1998
Skills
Concept Design, Group Presentations, User Interface Design, User Experience, E-commerce, Illustrator, Social Media, Dreamweaver, Web Design, HTML, Photoshop, Email Marketing, Microsoft Office, InDesign, SEO, Customer Relations, Product Development, Flash, Product Management, Application Development, Marketing Strategy, Visio, Web Development, CSS, Photography, Windows, Adobe Creative Suite, jQuery, Graphic Design, Team Leadership, Wordpress, Adobe Acrobat, Layout, HTML5, W3C, Section 508, WCAG, Multimedia, Mobile, Apps, Customer Service, Web Applications, Illustration, User Interface
Education
Savannah College of Art and Design 1991 — 1996
BFA, Graphic Design
Orange Park High School 1989 — 1991
TouchNet Information Systems, Inc. 2008 - Present
Waddell & Reed April 2003 - June 2008
Ivy Funds April 2003 - June 2008
Waddell & Reed Financial Services 2003 - 2008
scotsnyder.com January 1998 - August 2002
TEKsystems 1998 - 2002
TEKsystems 1998 - 2002
Rockhurst University August 1998 - May 2000
Anderson Communications Group May 1995 - August 1998
Skills
Concept Design, Group Presentations, User Interface Design, User Experience, E-commerce, Illustrator, Social Media, Dreamweaver, Web Design, HTML, Photoshop, Email Marketing, Microsoft Office, InDesign, SEO, Customer Relations, Product Development, Flash, Product Management, Application Development, Marketing Strategy, Visio, Web Development, CSS, Photography, Windows, Adobe Creative Suite, jQuery, Graphic Design, Team Leadership, Wordpress, Adobe Acrobat, Layout, HTML5, W3C, Section 508, WCAG, Multimedia, Mobile, Apps, Customer Service, Web Applications, Illustration, User Interface
Education
Savannah College of Art and Design 1991 — 1996
BFA, Graphic Design
Orange Park High School 1989 — 1991
Kathryn Botkin Kathryn Botkin's Waddell & Reed Experience May 2007 - May 2013
Job Budget Analyst at HNTB
Industry Architecture & Planning
Experience
HNTB May 2013 - Present
Waddell & Reed May 2007 - May 2013
Central Missouri State University August 2006 - May 2007
City of Overland Park May 2006 - August 2006
Overland Park 2004 - 2005
Skills
Budgets, Forecasting, Accounting, Financial Accounting, Finance, Financial Analysis, Financial Reporting, Management, Microsoft Office
Education
Rockhurst University 2007 — 2010
Masters, Business
University of Central Missouri 2003 — 2007
Business, Accounting
HNTB May 2013 - Present
Waddell & Reed May 2007 - May 2013
Central Missouri State University August 2006 - May 2007
City of Overland Park May 2006 - August 2006
Overland Park 2004 - 2005
Skills
Budgets, Forecasting, Accounting, Financial Accounting, Finance, Financial Analysis, Financial Reporting, Management, Microsoft Office
Education
Rockhurst University 2007 — 2010
Masters, Business
University of Central Missouri 2003 — 2007
Business, Accounting
Randy Engelmayer Randy Engelmayer's Waddell & Reed Experience March 2008 - February 2009
Job Senior Manager at Ameriprise Financial, Inc
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. February 2014 - Present
Ameriprise Financial May 2010 - February 2014
Country Insurance & Financial Services February 2009 - May 2010
Waddell & Reed March 2008 - February 2009
US Bank March 1998 - March 2008
Education
St. Cloud State University - Herberger Business School 1995 — 1997
International Business, Business
University of Minnesota Duluth 1992 — 1994
Business
Ameriprise Financial Services, Inc. February 2014 - Present
Ameriprise Financial May 2010 - February 2014
Country Insurance & Financial Services February 2009 - May 2010
Waddell & Reed March 2008 - February 2009
US Bank March 1998 - March 2008
Education
St. Cloud State University - Herberger Business School 1995 — 1997
International Business, Business
University of Minnesota Duluth 1992 — 1994
Business
Ana Kujundzic Ana Kujundzic's Waddell & Reed Experience September 2007 - November 2007
Job Graduate Student
Industry International Trade and Development
Experience
Trident Seafoods May 2008 - June 2009
enterpriseSeattle June 2008 - August 2008
Essential Baking Company September 2004 - July 2008
Waddell & Reed September 2007 - November 2007
Newman Burrows/NW Publishing Center October 2002 - June 2004
Education
University of California, Davis 2009 — 2013
PhD, Natural Resource and Development Economics
University of Washington 2006 — 2008
BS, Economics
Seattle Central College 2005 — 2006
AA, Economics
University of Zagreb/Sveuciliste u Zagrebu 1998 — 2000
Physics and Mathematics
Trident Seafoods May 2008 - June 2009
enterpriseSeattle June 2008 - August 2008
Essential Baking Company September 2004 - July 2008
Waddell & Reed September 2007 - November 2007
Newman Burrows/NW Publishing Center October 2002 - June 2004
Education
University of California, Davis 2009 — 2013
PhD, Natural Resource and Development Economics
University of Washington 2006 — 2008
BS, Economics
Seattle Central College 2005 — 2006
AA, Economics
University of Zagreb/Sveuciliste u Zagrebu 1998 — 2000
Physics and Mathematics
Andrew Angerbauer Andrew Angerbauer's Waddell & Reed Experience February 2015 - April 2015
Job Merrill Lynch Wealth Management
Industry Financial Services
Experience
Merrill Lynch August 2015 - Present
Merrill Lynch June 2015 - August 2015
Joshua's Pest Control May 2015 - May 2015
Waddell & Reed February 2015 - April 2015
One-Tel May 2013 - December 2014
Skills
Customer Service, Leadership, Team Leadership, Time Management, Teamwork, Sales, Training, Account Management, Sales Management, Direct Sales, Team Building
Education
University of Utah 2013 — 2015
Economics, Minor in Portuguese and Brazilian Studies
Southern Virginia University
Business and Economics
Merrill Lynch August 2015 - Present
Merrill Lynch June 2015 - August 2015
Joshua's Pest Control May 2015 - May 2015
Waddell & Reed February 2015 - April 2015
One-Tel May 2013 - December 2014
Skills
Customer Service, Leadership, Team Leadership, Time Management, Teamwork, Sales, Training, Account Management, Sales Management, Direct Sales, Team Building
Education
University of Utah 2013 — 2015
Economics, Minor in Portuguese and Brazilian Studies
Southern Virginia University
Business and Economics
Bruce R. Young's Waddell & Reed Experience March 2010 - December 2010
Job Director of Originations at Isaac Organization
Industry Venture Capital & Private Equity
Experience
Isaac Organization September 2015 - Present
NextGen Global Resources, LLC May 2015 - September 2015
Kforce Inc April 2014 - April 2015
AP Wireless Infrastructure Partners, LLC August 2011 - April 2014
AP Wireless Infrastructure Partners, LLC January 2011 - August 2011
Waddell & Reed March 2010 - December 2010
B&B Capital Investments, LLC November 2008 - July 2009
Skills
Sales, Business Development, Leadership, Team Leadership, Networking, Investments, Asset Management, Wireless, Asset Managment, Portfolio Management, Start-ups, Finance, Purchasing Negotiation, Relationship Management, Persuasion, Strategy, New Business Development, Mergers & Acquisitions, Market Research, Negotiation, Management
Education
San Diego State University-California State University 2005 — 2007
Business Administration
Life Christian Academy 2001 — 2005
Diploma, Honors
Isaac Organization September 2015 - Present
NextGen Global Resources, LLC May 2015 - September 2015
Kforce Inc April 2014 - April 2015
AP Wireless Infrastructure Partners, LLC August 2011 - April 2014
AP Wireless Infrastructure Partners, LLC January 2011 - August 2011
Waddell & Reed March 2010 - December 2010
B&B Capital Investments, LLC November 2008 - July 2009
Skills
Sales, Business Development, Leadership, Team Leadership, Networking, Investments, Asset Management, Wireless, Asset Managment, Portfolio Management, Start-ups, Finance, Purchasing Negotiation, Relationship Management, Persuasion, Strategy, New Business Development, Mergers & Acquisitions, Market Research, Negotiation, Management
Education
San Diego State University-California State University 2005 — 2007
Business Administration
Life Christian Academy 2001 — 2005
Diploma, Honors
Carson Byrnes's Waddell & Reed Experience January 2009 - May 2009
Job Founding Partner at CB Developments
Industry Construction
Experience
CB Developments September 2013 - Present
JMB Rentals June 2011 - Present
Dr. Gary Schwartz June 2011 - June 2014
Big Decoration January 2011 - May 2011
Waddell & Reed January 2009 - May 2009
Skills
Procurement, Purchase Management, Purchasing, Supply Management, Inventory Management, Pricing, Spend Analysis, Strategic Sourcing, Global Sourcing, Accounts Receivable, Landlords, Property, Leases, Office Management, Invoicing, Accounts Payable, Spreadsheets, Budgets
Education
Rollins College 2006 — 2010
Bachelor of Arts (BA), International Business
CB Developments September 2013 - Present
JMB Rentals June 2011 - Present
Dr. Gary Schwartz June 2011 - June 2014
Big Decoration January 2011 - May 2011
Waddell & Reed January 2009 - May 2009
Skills
Procurement, Purchase Management, Purchasing, Supply Management, Inventory Management, Pricing, Spend Analysis, Strategic Sourcing, Global Sourcing, Accounts Receivable, Landlords, Property, Leases, Office Management, Invoicing, Accounts Payable, Spreadsheets, Budgets
Education
Rollins College 2006 — 2010
Bachelor of Arts (BA), International Business
Patrick Castelli CFA ® Patrick Castelli CFA ®'s Waddell & Reed Experience 2009 - 2010
Job AMIPLANS
Industry Financial Services
Experience
AMIPLANS January 2009 - Present
Dinosaur Securities 2015 - 2015
Waddell & Reed 2009 - 2010
Waddell & Reed 2009 - 2010
Eastbrook Capital 2007 - 2009
Kovack Securities 2005 - 2007
21st Century Adviosrs 2003 - 2005
Smith Barney 1988 - 1994
Skills
Strategic Planning, Microsoft Excel, Customer Service, Risk Management, Budgets, Microsoft Office, Sales Management, Forecasting, New Business Development, Microsoft Word, Insurance, Negotiation, Accounting, Business Strategy, PowerPoint, Equities, Asset Management, Investment Advisory, Fixed Income, Investments, Securities, Financial Advisory, Portfolio Management, Strategy, Separately Managed..., Mutual Funds, Series 63, Financial Analysis, FINRA, Due Diligence, Series 24, Series 7, Series 65, Uniform Combined State..., Asset Allocation, Wealth Management, Financial Services
Education
Siena College
Bachelor of Science (BS), Finance
AMIPLANS January 2009 - Present
Dinosaur Securities 2015 - 2015
Waddell & Reed 2009 - 2010
Waddell & Reed 2009 - 2010
Eastbrook Capital 2007 - 2009
Kovack Securities 2005 - 2007
21st Century Adviosrs 2003 - 2005
Smith Barney 1988 - 1994
Skills
Strategic Planning, Microsoft Excel, Customer Service, Risk Management, Budgets, Microsoft Office, Sales Management, Forecasting, New Business Development, Microsoft Word, Insurance, Negotiation, Accounting, Business Strategy, PowerPoint, Equities, Asset Management, Investment Advisory, Fixed Income, Investments, Securities, Financial Advisory, Portfolio Management, Strategy, Separately Managed..., Mutual Funds, Series 63, Financial Analysis, FINRA, Due Diligence, Series 24, Series 7, Series 65, Uniform Combined State..., Asset Allocation, Wealth Management, Financial Services
Education
Siena College
Bachelor of Science (BS), Finance
Shelby Kahn's Waddell & Reed Experience June 2013 - January 2015
Job Office Manager at AJ Tutoring
Industry Consumer Services
Experience
AJ Tutoring June 2015 - Present
The Spa Los Gatos April 2012 - Present
Alert1 January 2015 - May 2015
Waddell & Reed June 2013 - January 2015
White House Black Market September 2010 - September 2012
Hotel Los Gatos July 2011 - December 2011
Borders August 2010 - April 2011
Aaron Brothers November 2007 - September 2010
Skills
Customer Service, Retail, PowerPoint, Administrative Work, Interview Skills, Microsoft Word, Filing, Financial Recruiting, Recruiting, Merchandising, Visual Merchandising, Loss Prevention, Retail Management, Inventory Management, Writing, Word, Customer Relations, Problem Solving, Teamwork, Public Speaking, Negotiation, Editing, Team Leadership, iWork, Sales, Telephone Skills, Outlook
Education
San Jose State University 2007 — 2013
Bachelor's of Arts, Studio Practice: Pictorial Art, 3.3
AJ Tutoring June 2015 - Present
The Spa Los Gatos April 2012 - Present
Alert1 January 2015 - May 2015
Waddell & Reed June 2013 - January 2015
White House Black Market September 2010 - September 2012
Hotel Los Gatos July 2011 - December 2011
Borders August 2010 - April 2011
Aaron Brothers November 2007 - September 2010
Skills
Customer Service, Retail, PowerPoint, Administrative Work, Interview Skills, Microsoft Word, Filing, Financial Recruiting, Recruiting, Merchandising, Visual Merchandising, Loss Prevention, Retail Management, Inventory Management, Writing, Word, Customer Relations, Problem Solving, Teamwork, Public Speaking, Negotiation, Editing, Team Leadership, iWork, Sales, Telephone Skills, Outlook
Education
San Jose State University 2007 — 2013
Bachelor's of Arts, Studio Practice: Pictorial Art, 3.3
Broghan Miller Broghan Miller's Waddell & Reed Experience May 2011 - March 2012
Job Marketing Associate at Windham Capital Management
Industry Financial Services
Experience
Windham Capital Management April 2015 - Present
Brighton House Associates July 2013 - April 2015
ADP March 2012 - July 2013
Waddell & Reed May 2011 - March 2012
Yahoo! January 2011 - April 2011
Southern Connecticut State University Division II Women's Volleyball August 2008 - November 2010
Skills
Marketing, Team Leadership, Sales, Management, Time Management, Human Resources, Finance, Leadership, Customer Service, Risk Management, Advertising, Social Networking, Fundraising, Networking, Training, ADP Payroll, Social Media Marketing, Entrepreneurship, Small Business, Cold Calling, Teamwork, Outlook, Project Management, Strategic Planning, Bilingual-Spanish, Excellent interpersonal..., Self motivated and a..., Exceptional..., Alternative Investments, Investor Relations, Hedge Funds, Private Equity
Education
Universitat Pompeu Fabra 2011 — 2011
International Business
Southern Connecticut State University 2007 — 2011
Bachelor of Science, International Business
Rutgers University 2007 — 2008
Windham Capital Management April 2015 - Present
Brighton House Associates July 2013 - April 2015
ADP March 2012 - July 2013
Waddell & Reed May 2011 - March 2012
Yahoo! January 2011 - April 2011
Southern Connecticut State University Division II Women's Volleyball August 2008 - November 2010
Skills
Marketing, Team Leadership, Sales, Management, Time Management, Human Resources, Finance, Leadership, Customer Service, Risk Management, Advertising, Social Networking, Fundraising, Networking, Training, ADP Payroll, Social Media Marketing, Entrepreneurship, Small Business, Cold Calling, Teamwork, Outlook, Project Management, Strategic Planning, Bilingual-Spanish, Excellent interpersonal..., Self motivated and a..., Exceptional..., Alternative Investments, Investor Relations, Hedge Funds, Private Equity
Education
Universitat Pompeu Fabra 2011 — 2011
International Business
Southern Connecticut State University 2007 — 2011
Bachelor of Science, International Business
Rutgers University 2007 — 2008
Lara Duncan's Waddell & Reed Experience June 2015 - Present
Job Financial Advisor (in training) at Waddell & Reed
Industry Financial Services
Experience
Waddell & Reed June 2015 - Present
The Newport Group June 2014 - August 2014
DePrince, Race & Zollo, Inc. June 2012 - August 2012
Rollins College June 2011 - September 2011
High Frequency Active Auroral Research Program (HAARP) July 2008 - August 2009
Skills
Research, PowerPoint, Social Networking, Customer Service, Microsoft Office, Microsoft Excel, Bloomberg Software, Microsoft Word, Financial Analysis, Economics, Market Research, Facebook, Teamwork, Marketing, Data Analysis
Education
Rollins College
International Affairs
Winter Park High School 2004 — 2008
International Baccalaureate Diploma
Waddell & Reed June 2015 - Present
The Newport Group June 2014 - August 2014
DePrince, Race & Zollo, Inc. June 2012 - August 2012
Rollins College June 2011 - September 2011
High Frequency Active Auroral Research Program (HAARP) July 2008 - August 2009
Skills
Research, PowerPoint, Social Networking, Customer Service, Microsoft Office, Microsoft Excel, Bloomberg Software, Microsoft Word, Financial Analysis, Economics, Market Research, Facebook, Teamwork, Marketing, Data Analysis
Education
Rollins College
International Affairs
Winter Park High School 2004 — 2008
International Baccalaureate Diploma
Russell Cochran Russell Cochran's Waddell & Reed Experience 1984 - 1986
Job Independent Contractor Clinical Pharmacist at Metro RPh / Metropolitan Health Staffing Network
Industry Hospital & Health Care
Experience
St. Anthony's Medical Center July 2011 - Present
Natural Research Products 2006 - Present
Metro RPh / Metropolitan Health Staffing Network January 1993 - Present
Pipeline Healthcare 2011 - 2011
Baptist Hospital NSH/MEM,TN / Skaggs Hospital / BJC Barnes 1992 - 2010
Cardinal Health 1989 - 1992
Schering-Plough Research Institute 1988 - 1990
Bristol-Myers Squibb 1986 - 1988
Novartis Consumer Health 1984 - 1986
Waddell & Reed 1984 - 1986
Skills
Formulation Development, Formulation, Pharmacy Automation, Pharmacists, Pharmacy, Patient Safety, Managed Care, Ambulatory Care, Hospitals, Clinical Pharmacy, FDA GMP, Validation, Mail Order Pharmacy, Project Management, Management, Manufacturing Operations, Informatics, Clinical Research, Healthcare, Patient Counseling, Healthcare Management, Pharmacy Benefit..., Disease Management, Pharmacy Practice, Inpatient, Hospital Pharmacy, Compounding, Pharmacy Consulting, Medication..., Pyxis, Patient Education, Pharmaceutical Industry, Clinical Trials, CPOE, Meditech, Epic Systems, Home Infusion, Community Pharmacy, Pharmacokinetics, JCAHO, Pediatrics, Cerner, Quality Assurance, Clinical Pharmacology, Diabetes, Medication Therapy..., Cerner Computer Systems, Meditech Computer..., Healthland - Clinicals..., Utilization Management
Education
Dale Carnegie Business Management 1986 — 1989
Business Management - course certification, Business Administration and Management, General, n/a
St. Louis College of Pharmacy 1978 — 1984
BS, Pharmacy
Granite City Senior High School North 1974 — 1978
High School Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
St. Anthony's Medical Center July 2011 - Present
Natural Research Products 2006 - Present
Metro RPh / Metropolitan Health Staffing Network January 1993 - Present
Pipeline Healthcare 2011 - 2011
Baptist Hospital NSH/MEM,TN / Skaggs Hospital / BJC Barnes 1992 - 2010
Cardinal Health 1989 - 1992
Schering-Plough Research Institute 1988 - 1990
Bristol-Myers Squibb 1986 - 1988
Novartis Consumer Health 1984 - 1986
Waddell & Reed 1984 - 1986
Skills
Formulation Development, Formulation, Pharmacy Automation, Pharmacists, Pharmacy, Patient Safety, Managed Care, Ambulatory Care, Hospitals, Clinical Pharmacy, FDA GMP, Validation, Mail Order Pharmacy, Project Management, Management, Manufacturing Operations, Informatics, Clinical Research, Healthcare, Patient Counseling, Healthcare Management, Pharmacy Benefit..., Disease Management, Pharmacy Practice, Inpatient, Hospital Pharmacy, Compounding, Pharmacy Consulting, Medication..., Pyxis, Patient Education, Pharmaceutical Industry, Clinical Trials, CPOE, Meditech, Epic Systems, Home Infusion, Community Pharmacy, Pharmacokinetics, JCAHO, Pediatrics, Cerner, Quality Assurance, Clinical Pharmacology, Diabetes, Medication Therapy..., Cerner Computer Systems, Meditech Computer..., Healthland - Clinicals..., Utilization Management
Education
Dale Carnegie Business Management 1986 — 1989
Business Management - course certification, Business Administration and Management, General, n/a
St. Louis College of Pharmacy 1978 — 1984
BS, Pharmacy
Granite City Senior High School North 1974 — 1978
High School Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Karl Salocks's Waddell & Reed Experience June 2015 - August 2015
Job Advisor
Industry Financial Services
Experience
Principal Financial Group September 2015 - Present
Waddell & Reed June 2015 - August 2015
Morgan Stanley May 2013 - May 2015
Merrill Lynch June 2012 - December 2012
GEICO October 2007 - March 2010
Skills
Insurance, Customer Service, Underwriting, Sales, Risk Management, Financial Analysis, Business Analysis, Microsoft Excel, Sales Management, Strategic Planning, Account Management, Process Improvement, Banking, Microsoft Office, Investments, PowerPoint, Management, Negotiation, Team Building, Outlook
Education
San Francisco State University 2010 — 2011
MasterofBusinessAdministration, Accounting
San Diego State University-California State University 2003 — 2006
B.S., Business-Management
Principal Financial Group September 2015 - Present
Waddell & Reed June 2015 - August 2015
Morgan Stanley May 2013 - May 2015
Merrill Lynch June 2012 - December 2012
GEICO October 2007 - March 2010
Skills
Insurance, Customer Service, Underwriting, Sales, Risk Management, Financial Analysis, Business Analysis, Microsoft Excel, Sales Management, Strategic Planning, Account Management, Process Improvement, Banking, Microsoft Office, Investments, PowerPoint, Management, Negotiation, Team Building, Outlook
Education
San Francisco State University 2010 — 2011
MasterofBusinessAdministration, Accounting
San Diego State University-California State University 2003 — 2006
B.S., Business-Management
Kevin Sumrall's Waddell & Reed Experience June 2009 - Present
Job
Industry Investment Management
Experience
Waddell & Reed June 2009 - Present
Skills
Institutional Strategy..., Management, Sales, Leadership, Marketing, Strategic Planning, Research, Strategy, Project Management, Business Development, New Business Development, Institutional..., Institutional Sales, Institutional Relations, Series 6, Data Analysis, Data Entry
Education
Rockhurst University 2008 — 2011
Master of Business Administration (M.B.A.), Finance, General
Spring Hill College 2004 — 2008
Bachelor's degree, Finance and Economics
Waddell & Reed June 2009 - Present
Skills
Institutional Strategy..., Management, Sales, Leadership, Marketing, Strategic Planning, Research, Strategy, Project Management, Business Development, New Business Development, Institutional..., Institutional Sales, Institutional Relations, Series 6, Data Analysis, Data Entry
Education
Rockhurst University 2008 — 2011
Master of Business Administration (M.B.A.), Finance, General
Spring Hill College 2004 — 2008
Bachelor's degree, Finance and Economics
Ryan Skogstad Ryan Skogstad's Waddell & Reed Experience May 2001 - April 2004
Job Senior Financial Advisor at Capstone Wealth Advisors
Industry Financial Services
Experience
Capstone Wealth Advisors September 2012 - Present
Merrill Lynch April 2004 - September 2012
Waddell & Reed May 2001 - April 2004
Skills
Investments, Retirement Planning, Qualified Retirement..., Endowments, Financial Planning
Education
Seattle Pacific University
Bachelor of Science, Mathematics
Western Oregon University
Master's Degree
Capstone Wealth Advisors September 2012 - Present
Merrill Lynch April 2004 - September 2012
Waddell & Reed May 2001 - April 2004
Skills
Investments, Retirement Planning, Qualified Retirement..., Endowments, Financial Planning
Education
Seattle Pacific University
Bachelor of Science, Mathematics
Western Oregon University
Master's Degree
Justin Svendsen's Waddell & Reed Experience August 2014 - February 2015
Job Sr. Credit Specialist at Go Clean Credit, Passionate Consumer Advocate, Credit Expert, FICO Pro
Industry Consumer Services
Experience
Go Clean Credit June 2015 - Present
BNI® (Business Network International) June 2015 - Present
Waddell & Reed August 2014 - February 2015
Wells Fargo May 2013 - July 2014
St. Cloud Hospital May 2010 - May 2013
St. Cloud State University August 2008 - May 2013
Skills
Leadership, Customer Service, Sales, Marketing, Social Networking, Microsoft Office, Social Media, Management, Public Speaking, Time Management, Negotiation, Data Entry, PowerPoint, Microsoft Excel, Problem Solving, Critical Thinking, Fitness, Nutrition, Multimedia
Education
Saint Cloud State University - G.R. Herberger College of Business 2008 — 2013
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
Go Clean Credit June 2015 - Present
BNI® (Business Network International) June 2015 - Present
Waddell & Reed August 2014 - February 2015
Wells Fargo May 2013 - July 2014
St. Cloud Hospital May 2010 - May 2013
St. Cloud State University August 2008 - May 2013
Skills
Leadership, Customer Service, Sales, Marketing, Social Networking, Microsoft Office, Social Media, Management, Public Speaking, Time Management, Negotiation, Data Entry, PowerPoint, Microsoft Excel, Problem Solving, Critical Thinking, Fitness, Nutrition, Multimedia
Education
Saint Cloud State University - G.R. Herberger College of Business 2008 — 2013
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
Donald Smolen Donald Smolen's Waddell & Reed Experience February 2006 - July 2007
Job Multimedia Specialist at PSCU
Industry Financial Services
Experience
PSCU July 2007 - Present
Waddell & Reed February 2006 - July 2007
Bumper To Bumper Auto Parts January 1996 - December 2005
Skills
Payment Card Processing, Financial Services, Customer Satisfaction, Customer Service, Relationship Management, Team Building, SharePoint, Vendor Management, Process Improvement, Software Documentation, Business Analysis, Analysis, Visio, Leadership, Training, Call Centers
Education
St. Petersburg College 2005 — 2011
Associate of Arts and Sciences (A.A.S.), Web Design & Development
Hillsborough Community College 2004 — 2004
Certification, Corrections Officer
PSCU July 2007 - Present
Waddell & Reed February 2006 - July 2007
Bumper To Bumper Auto Parts January 1996 - December 2005
Skills
Payment Card Processing, Financial Services, Customer Satisfaction, Customer Service, Relationship Management, Team Building, SharePoint, Vendor Management, Process Improvement, Software Documentation, Business Analysis, Analysis, Visio, Leadership, Training, Call Centers
Education
St. Petersburg College 2005 — 2011
Associate of Arts and Sciences (A.A.S.), Web Design & Development
Hillsborough Community College 2004 — 2004
Certification, Corrections Officer
Anthony Chiasson Anthony Chiasson's Waddell & Reed Experience October 2009 - November 2010
Job Financial Services Professional
Industry Financial Services
Experience
Fidelity Investments February 2015 - Present
Quest Capital Strategies, Inc. August 2013 - February 2015
CUNA Brokerage Services, Inc. 2010 - 2011
Waddell & Reed October 2009 - November 2010
U.S. Bancorp Investments & Insurance February 2005 - April 2009
LPL Financial September 2002 - February 2005
Skills
Retirement Planning, Financial Planning, Wealth Management, Investments, Financial Advisory, FINRA Series 7, FINRA Series 24, Life Insurance, Customer Service, Coaching, Business Profitability, Compliance, Asset Managment, Retirement Income..., Banking, Loans, FINRA Series 53, FINRA Series 63, FINRA Series 65, CA Insurance License..., Series 7
Education
San Francisco State University
Bachelor of Science, Business Administration, Finance
Fidelity Investments February 2015 - Present
Quest Capital Strategies, Inc. August 2013 - February 2015
CUNA Brokerage Services, Inc. 2010 - 2011
Waddell & Reed October 2009 - November 2010
U.S. Bancorp Investments & Insurance February 2005 - April 2009
LPL Financial September 2002 - February 2005
Skills
Retirement Planning, Financial Planning, Wealth Management, Investments, Financial Advisory, FINRA Series 7, FINRA Series 24, Life Insurance, Customer Service, Coaching, Business Profitability, Compliance, Asset Managment, Retirement Income..., Banking, Loans, FINRA Series 53, FINRA Series 63, FINRA Series 65, CA Insurance License..., Series 7
Education
San Francisco State University
Bachelor of Science, Business Administration, Finance
Courtney Scheuch's Waddell & Reed Experience January 2011 - May 2011
Job Administrative Associate at Stanford University
Industry Higher Education
Experience
Stanford University - Pediatrics Department August 2014 - Present
Ladera Granola March 2014 - Present
Stanford University - Bioengineering Department November 2012 - August 2014
. October 2011 - June 2012
Waddell & Reed January 2011 - May 2011
Stanford University- Senior Associate Dean for Academic Affairs May 2006 - August 2008
Stanford University- Human Resource Department September 2005 - May 2006
Stanford University- Psychiatry Department June 2005 - August 2005
Skills
Detailed oriented and..., Produce work that is..., Ensure tasks are..., Good interpersonal..., Flexible and willing to..., Reliable, have..., Focus on improving..., Self-starter., Investments, Financial Analysis, Salesforce.com, Human Resources, Customer Service, Finance, Sales
Education
San Diego State University-California State University 2007 — 2011
Bachelor of Science (B.S.), Business Administration with an emphasis in Management
Stanford University - Pediatrics Department August 2014 - Present
Ladera Granola March 2014 - Present
Stanford University - Bioengineering Department November 2012 - August 2014
. October 2011 - June 2012
Waddell & Reed January 2011 - May 2011
Stanford University- Senior Associate Dean for Academic Affairs May 2006 - August 2008
Stanford University- Human Resource Department September 2005 - May 2006
Stanford University- Psychiatry Department June 2005 - August 2005
Skills
Detailed oriented and..., Produce work that is..., Ensure tasks are..., Good interpersonal..., Flexible and willing to..., Reliable, have..., Focus on improving..., Self-starter., Investments, Financial Analysis, Salesforce.com, Human Resources, Customer Service, Finance, Sales
Education
San Diego State University-California State University 2007 — 2011
Bachelor of Science (B.S.), Business Administration with an emphasis in Management
Robert Buda Robert Buda's Waddell & Reed Experience September 2006 - February 2009
Job Sales and Service Coordinator at US Banccorp
Industry Financial Services
Experience
US Banccorp August 2014 - Present
PNC February 2009 - August 2014
Waddell & Reed September 2006 - February 2009
Big Lots May 1991 - January 2006
Skills
Credit, Leadership, Customer Service, Strategic Planning, Sales Management, Banking, Loans, Team Building, Risk Management, Finance, Coaching, Small Business, Sales, Financial Services, Business Development, Marketing, Leadership Development, Business Strategy, Investments, Account Management, New Business Development, Retail Banking, Management, Insurance, Mortgage Lending, Consumer Lending, Team Leadership, Budgets, Negotiation, Microsoft Excel, Small Business Lending
Education
St. Louis Community College
Associate's degree, Business/Commerce, General
US Banccorp August 2014 - Present
PNC February 2009 - August 2014
Waddell & Reed September 2006 - February 2009
Big Lots May 1991 - January 2006
Skills
Credit, Leadership, Customer Service, Strategic Planning, Sales Management, Banking, Loans, Team Building, Risk Management, Finance, Coaching, Small Business, Sales, Financial Services, Business Development, Marketing, Leadership Development, Business Strategy, Investments, Account Management, New Business Development, Retail Banking, Management, Insurance, Mortgage Lending, Consumer Lending, Team Leadership, Budgets, Negotiation, Microsoft Excel, Small Business Lending
Education
St. Louis Community College
Associate's degree, Business/Commerce, General
Calvin Trapp Calvin Trapp's Waddell & Reed Experience March 2010 - July 2011
Job Economist
Industry Government Relations
Experience
U.S. Bureau of Labor Statistics June 2015 - Present
MassMutual Financial Group 2014 - September 2014
JLL 2013 - 2013
Enova International 2013 - 2013
Northwestern Mutual 2011 - December 2012
Waddell & Reed March 2010 - July 2011
WellCare 2009 - 2010
Skills
Finance, Marketing, Life Insurance, Strategic Financial..., Customer Service, Financial Analysis, Retirement Planning, Insurance, Employee Benefits, Leadership, Strategic Planning, Financial Services, Investments, Risk Management, Microsoft Excel, Banking, Financial Modeling, Disability Insurance, Fixed Annuities, Financial Planning, Health Insurance, Analysis, Portfolio Management, Sales, Asset Management, Public Speaking, Access, Education Funding, Real Estate, Budgets, Long Term Care Insurance, Small Business, Crunching Numbers, Financial Planners, Whole Life, Statistical Data..., Statistical Modeling, Statistics, Six Sigma
Education
Walden University 2013 — 2015
Masters of Science (M.S.), Information Technology
Roosevelt University 2010 — 2012
Master of Arts (M.A.), Economics, 3.33 GPA
Roosevelt University 2005 — 2009
Bachelor of Arts (B.A.), Economics
Walden University 2013 — 2014
Graduate Certificate, Computer and Information Systems
Jones College Prep HS 1999 — 2004
High School Diploma, Accounting and Business/Management
U.S. Bureau of Labor Statistics June 2015 - Present
MassMutual Financial Group 2014 - September 2014
JLL 2013 - 2013
Enova International 2013 - 2013
Northwestern Mutual 2011 - December 2012
Waddell & Reed March 2010 - July 2011
WellCare 2009 - 2010
Skills
Finance, Marketing, Life Insurance, Strategic Financial..., Customer Service, Financial Analysis, Retirement Planning, Insurance, Employee Benefits, Leadership, Strategic Planning, Financial Services, Investments, Risk Management, Microsoft Excel, Banking, Financial Modeling, Disability Insurance, Fixed Annuities, Financial Planning, Health Insurance, Analysis, Portfolio Management, Sales, Asset Management, Public Speaking, Access, Education Funding, Real Estate, Budgets, Long Term Care Insurance, Small Business, Crunching Numbers, Financial Planners, Whole Life, Statistical Data..., Statistical Modeling, Statistics, Six Sigma
Education
Walden University 2013 — 2015
Masters of Science (M.S.), Information Technology
Roosevelt University 2010 — 2012
Master of Arts (M.A.), Economics, 3.33 GPA
Roosevelt University 2005 — 2009
Bachelor of Arts (B.A.), Economics
Walden University 2013 — 2014
Graduate Certificate, Computer and Information Systems
Jones College Prep HS 1999 — 2004
High School Diploma, Accounting and Business/Management
Judi Wallace Judi Wallace's Waddell & Reed Experience June 2010 - November 2011
Job Assistant Vice President/Financial Solutions Advisor at Merrill Edge
Industry Financial Services
Experience
Merrill Edge November 2011 - Present
Waddell & Reed June 2010 - November 2011
Skills
Series 7, Uniform Combined State..., Retirement Planning, Mutual Funds, Securities, Series 66, Holistic Financial..., Financial Advisory, Financial Services, Finance, Wealth Management, Strategic Financial..., Investments, Investment Advisory, Retirement, Asset Allocation, Investment Strategies, Estate Planning, Alternative Investments, Fixed Annuities, Pensions, Financial Planning, Series 65
Education
University of Houston-Clear Lake 2005 — 2007
Bachelor of Science (BS), Finance, General
San Jacinto College 1983 — 1992
Associate of Arts (A.A.), Business Administration and Management, General
Merrill Edge November 2011 - Present
Waddell & Reed June 2010 - November 2011
Skills
Series 7, Uniform Combined State..., Retirement Planning, Mutual Funds, Securities, Series 66, Holistic Financial..., Financial Advisory, Financial Services, Finance, Wealth Management, Strategic Financial..., Investments, Investment Advisory, Retirement, Asset Allocation, Investment Strategies, Estate Planning, Alternative Investments, Fixed Annuities, Pensions, Financial Planning, Series 65
Education
University of Houston-Clear Lake 2005 — 2007
Bachelor of Science (BS), Finance, General
San Jacinto College 1983 — 1992
Associate of Arts (A.A.), Business Administration and Management, General
Jarl Fjortoft Jarl Fjortoft's Waddell & Reed Experience September 2002 - December 2004
Job Residential Specialist at Coldwell Banker Bain
Industry Real Estate
Experience
Coldwell Banker Bain November 2009 - Present
John L Scott Real Estate December 2006 - October 2009
Waddell & Reed September 2002 - December 2004
Norseman Fisheries Inc. June 1984 - December 2004
Skills
Referrals, Real Estate, Sellers, Selling, Residential Homes, Sales, Training, First Time Home Buyers, Relocation, Short Sales, Condos, New Home Sales, Single Family Homes, Foreclosures, Listings
Education
Shoreline Community College 1986 — 1998
Series 7, 63 and 65, Financial Planning
Shoreline Community College 1986 — 1988
Business administration
Coldwell Banker Bain November 2009 - Present
John L Scott Real Estate December 2006 - October 2009
Waddell & Reed September 2002 - December 2004
Norseman Fisheries Inc. June 1984 - December 2004
Skills
Referrals, Real Estate, Sellers, Selling, Residential Homes, Sales, Training, First Time Home Buyers, Relocation, Short Sales, Condos, New Home Sales, Single Family Homes, Foreclosures, Listings
Education
Shoreline Community College 1986 — 1998
Series 7, 63 and 65, Financial Planning
Shoreline Community College 1986 — 1988
Business administration
Sameer Upadhye Sameer Upadhye's Waddell & Reed Experience April 2013 - August 2013
Job Data Architect at State of Iowa OCIO
Industry Computer Software
Experience
Wells Fargo April 2014 - September 2015
Principal Financial Group September 2013 - March 2014
Waddell & Reed April 2013 - August 2013
Wells Fargo Home Mortgage August 2012 - April 2013
Waste Management February 2012 - August 2012
Wells Fargo Home Mortgage August 2010 - February 2012
Sears Holdings Corporation May 2010 - July 2010
AstraZeneca December 2009 - May 2010
MillerCoors August 2009 - September 2009
Fresenius Medical Care June 2009 - August 2009
Skills
Data Modeling, Data Warehousing, Business Intelligence, Master Data Management, Solution Architecture, Data Governance, Data Architecture, Data Warehouse..., Data Marts, Enterprise Architecture, SDLC, ETL, Informatica, Database Design, Business Objects, Oracle, DB2, Erwin, Data Integration, Requirements Gathering, Business Requirements, Business Analysis, Requirements Analysis, Agile Methodologies, Kanban
Education
Shivaji University 1994 — 1996
Masters in Engineering
Shivaji University 1990 — 1994
Bachelors in Engineering
Wells Fargo April 2014 - September 2015
Principal Financial Group September 2013 - March 2014
Waddell & Reed April 2013 - August 2013
Wells Fargo Home Mortgage August 2012 - April 2013
Waste Management February 2012 - August 2012
Wells Fargo Home Mortgage August 2010 - February 2012
Sears Holdings Corporation May 2010 - July 2010
AstraZeneca December 2009 - May 2010
MillerCoors August 2009 - September 2009
Fresenius Medical Care June 2009 - August 2009
Skills
Data Modeling, Data Warehousing, Business Intelligence, Master Data Management, Solution Architecture, Data Governance, Data Architecture, Data Warehouse..., Data Marts, Enterprise Architecture, SDLC, ETL, Informatica, Database Design, Business Objects, Oracle, DB2, Erwin, Data Integration, Requirements Gathering, Business Requirements, Business Analysis, Requirements Analysis, Agile Methodologies, Kanban
Education
Shivaji University 1994 — 1996
Masters in Engineering
Shivaji University 1990 — 1994
Bachelors in Engineering
Shelly Baumgartner Shelly Baumgartner's Waddell & Reed Experience June 2003 - January 2010
Job Conversions Analyst at Charles Schwab
Industry Financial Services
Experience
Charles Schwab November 2012 - Present
Charles Schwab March 2010 - November 2012
Waddell & Reed June 2003 - January 2010
Education
St. Edward's University 2000 — 2003
MBA, Personal Finance
University of Florida
BS, Public Relations
Charles Schwab November 2012 - Present
Charles Schwab March 2010 - November 2012
Waddell & Reed June 2003 - January 2010
Education
St. Edward's University 2000 — 2003
MBA, Personal Finance
University of Florida
BS, Public Relations
Nick Payton Nick Payton's Waddell & Reed Experience January 2008 - January 2013
Job Business Development, Analyst and Private Investor
Industry Capital Markets
Experience
Willbros Group, Inc. January 2013 - Present
Waddell & Reed January 2008 - January 2013
Skills
Investments, Finance, Portfolio Management, Entrepreneurship, Equity Trading, Strategic Planning, Strategic Financial..., Renewable Energy, Derivatives Trading, Asset Managment, Real Estate, Management, Capital Markets, Valuation, Analysis
Education
Shippensburg University of Pennsylvania 2004 — 2008
Bachelor of Business Administration (B.B.A.), Finance, General, Magna Cum Laude
Willbros Group, Inc. January 2013 - Present
Waddell & Reed January 2008 - January 2013
Skills
Investments, Finance, Portfolio Management, Entrepreneurship, Equity Trading, Strategic Planning, Strategic Financial..., Renewable Energy, Derivatives Trading, Asset Managment, Real Estate, Management, Capital Markets, Valuation, Analysis
Education
Shippensburg University of Pennsylvania 2004 — 2008
Bachelor of Business Administration (B.B.A.), Finance, General, Magna Cum Laude
Amy Gamble's Waddell & Reed Experience September 2011 - Present
Job Systems & Siebel Administrator at Waddell & Reed
Industry Financial Services
Experience
Waddell & Reed September 2011 - Present
Skills
Hardware, Troubleshooting, Windows Server, Technical Support, Virtualization, System Administration, Servers, Active Directory, Help Desk Support, Networking, Microsoft Exchange, Disaster Recovery, Oracle, System Deployment, VMware Infrastructure, Visio, SharePoint
Education
Centriq Training 2010 — 2010
Technical Certification
Computertraining.com at Kansas City, KS 2009 — 2009
Technical Certification
Rockhurst University 2001 — 2005
BA
Waddell & Reed September 2011 - Present
Skills
Hardware, Troubleshooting, Windows Server, Technical Support, Virtualization, System Administration, Servers, Active Directory, Help Desk Support, Networking, Microsoft Exchange, Disaster Recovery, Oracle, System Deployment, VMware Infrastructure, Visio, SharePoint
Education
Centriq Training 2010 — 2010
Technical Certification
Computertraining.com at Kansas City, KS 2009 — 2009
Technical Certification
Rockhurst University 2001 — 2005
BA
Chelsi Gier Chelsi Gier's Waddell & Reed Experience October 2007 - April 2010
Job Product Management for mobile app development
Industry Market Research
Experience
Research Now June 2014 - Present
Research Now June 2011 - June 2014
Research Now (an e-Rewards Company) July 2010 - June 2011
T-Chek Systems / CH Robinson April 2010 - July 2010
Waddell & Reed October 2007 - April 2010
One Global Economy August 2009 - December 2009
Skills
Market Research, Online Research, Customer Insight, Marketing Research, Quantitative Research, Data Analysis, Survey Design, Project Management, Qualitative Research, Data Collection, Mobile Research, Adult Learning Theory, Delivering Technical..., Social Media, Adobe eLearning Suite, Captivate, Distance Learning, Course Development, Organizational Change..., Learning Management, Technical Training, Organizational..., Program Development, Project Coordination, Product Development, Mobile Applications, ADDIE, Adult Learning..., Instructional Design, Instructor-led Training, Technical Documentation, CRM, International Marketing, Business Development, Analytics
Education
Southern Methodist University 2006 — 2009
Bachelor of Arts in Spanish Language & Literature; Bachelor of Arts in Markets & Culture, International Business
American University 2009 — 2009
International Law & Organizations, Washington Semester
Fundación José Ortega y Gasset (Madrid, Spain) 2009 — 2009
Spanish & International Business
Universidad Veracruzana 2009 — 2009
Xalapa, Mexico, Spanish & International Business
Instituto de Cultura y Lengua Costarricense (Alajuela, Costa Rica) 2006 — 2006
Spanish Language and Literature
Research Now June 2014 - Present
Research Now June 2011 - June 2014
Research Now (an e-Rewards Company) July 2010 - June 2011
T-Chek Systems / CH Robinson April 2010 - July 2010
Waddell & Reed October 2007 - April 2010
One Global Economy August 2009 - December 2009
Skills
Market Research, Online Research, Customer Insight, Marketing Research, Quantitative Research, Data Analysis, Survey Design, Project Management, Qualitative Research, Data Collection, Mobile Research, Adult Learning Theory, Delivering Technical..., Social Media, Adobe eLearning Suite, Captivate, Distance Learning, Course Development, Organizational Change..., Learning Management, Technical Training, Organizational..., Program Development, Project Coordination, Product Development, Mobile Applications, ADDIE, Adult Learning..., Instructional Design, Instructor-led Training, Technical Documentation, CRM, International Marketing, Business Development, Analytics
Education
Southern Methodist University 2006 — 2009
Bachelor of Arts in Spanish Language & Literature; Bachelor of Arts in Markets & Culture, International Business
American University 2009 — 2009
International Law & Organizations, Washington Semester
Fundación José Ortega y Gasset (Madrid, Spain) 2009 — 2009
Spanish & International Business
Universidad Veracruzana 2009 — 2009
Xalapa, Mexico, Spanish & International Business
Instituto de Cultura y Lengua Costarricense (Alajuela, Costa Rica) 2006 — 2006
Spanish Language and Literature
Derek Burke Derek Burke's Waddell & Reed Experience July 2014 - Present
Job President at Waddell & Reed
Industry Financial Services
Experience
Waddell & Reed July 2014 - Present
First Investors Advisory Services, LLC October 2012 - July 2014
First Investors Managment Company, Inc October 2011 - July 2014
Burke Consulting LLC September 2010 - August 2011
UBS Wealth Management November 2004 - March 2010
New York Life Investment Management LLC January 2000 - November 2004
John Hancock Mutual Life Insurance Company January 1998 - December 1999
The Prudential Insurance Company of America June 1995 - December 1997
Collier, Jacob & Mills May 1993 - June 1995
SEC September 1989 - May 1993
Skills
Mutual Funds, Wealth Management, Investments, Asset Managment, Portfolio Management, Investment Management, Private Equity, Financial Services, Fixed Annuities, Financial Advisory, Finance, Strategy
Education
Rutgers University School of Law - Newark 1987 — 1989
JD, Law
Seton Hall University 1981 — 1985
BS, Finance
Waddell & Reed July 2014 - Present
First Investors Advisory Services, LLC October 2012 - July 2014
First Investors Managment Company, Inc October 2011 - July 2014
Burke Consulting LLC September 2010 - August 2011
UBS Wealth Management November 2004 - March 2010
New York Life Investment Management LLC January 2000 - November 2004
John Hancock Mutual Life Insurance Company January 1998 - December 1999
The Prudential Insurance Company of America June 1995 - December 1997
Collier, Jacob & Mills May 1993 - June 1995
SEC September 1989 - May 1993
Skills
Mutual Funds, Wealth Management, Investments, Asset Managment, Portfolio Management, Investment Management, Private Equity, Financial Services, Fixed Annuities, Financial Advisory, Finance, Strategy
Education
Rutgers University School of Law - Newark 1987 — 1989
JD, Law
Seton Hall University 1981 — 1985
BS, Finance
Kyle Dews Kyle Dews's Waddell & Reed Experience 2002 - 2004
Job Financial Consultant
Industry Financial Services
Experience
Fidelity Investments August 2006 - Present
Fidelity Investments February 2014 - Present
Fidelity Investments July 2011 - Present
Fidelity Investments August 2008 - February 2014
Fidelity Investments July 2012 - February 2013
Fidelity Investments August 2007 - July 2010
Merrill Lynch January 2004 - August 2006
Waddell & Reed 2002 - 2004
Skills
Financial Modeling, Financial Analysis, Series 7, Business Strategy, Series 63, Strategic Planning, Series 65, Analysis
Education
Southern Methodist University - Cox School of Business 2009 — 2010
MBA, Finance
Stephen F. Austin State University 1996 — 2001
B.B.A., Marketing
Fidelity Investments August 2006 - Present
Fidelity Investments February 2014 - Present
Fidelity Investments July 2011 - Present
Fidelity Investments August 2008 - February 2014
Fidelity Investments July 2012 - February 2013
Fidelity Investments August 2007 - July 2010
Merrill Lynch January 2004 - August 2006
Waddell & Reed 2002 - 2004
Skills
Financial Modeling, Financial Analysis, Series 7, Business Strategy, Series 63, Strategic Planning, Series 65, Analysis
Education
Southern Methodist University - Cox School of Business 2009 — 2010
MBA, Finance
Stephen F. Austin State University 1996 — 2001
B.B.A., Marketing
Patrick Klein's Waddell & Reed Experience January 2013 - Present
Job Director: FP&A Advisors Channel
Industry Financial Services
Experience
Waddell & Reed January 2013 - Present
Waddell & Reed January 2010 - December 2012
Waddell & Reed Financial Services July 2006 - January 2010
Waddell & Reed Financial Services April 2003 - July 2006
Waddell & Reed May 2000 - April 2003
Skills
Strategic Financial..., Budgets, Financial Analysis, Marketing, Accounting, Process Improvement, Business Analysis, Analysis, Sales Management, Mutual Funds, Finance, Risk Management, Investments, Financial Reporting, Insurance Planning, Insurance, Financial Planning
Education
Rockhurst University 2002 — 2004
MBA
Saint Louis University 1996 — 2000
BSBA, Accounting
Waddell & Reed January 2013 - Present
Waddell & Reed January 2010 - December 2012
Waddell & Reed Financial Services July 2006 - January 2010
Waddell & Reed Financial Services April 2003 - July 2006
Waddell & Reed May 2000 - April 2003
Skills
Strategic Financial..., Budgets, Financial Analysis, Marketing, Accounting, Process Improvement, Business Analysis, Analysis, Sales Management, Mutual Funds, Finance, Risk Management, Investments, Financial Reporting, Insurance Planning, Insurance, Financial Planning
Education
Rockhurst University 2002 — 2004
MBA
Saint Louis University 1996 — 2000
BSBA, Accounting
James Heavey's Waddell & Reed Experience May 2007 - May 2008
Job Investment Adviser Representative
Industry Financial Services
Experience
Lighthouse Financial Group June 2011 - Present
John Hancock Financial Network May 2008 - June 2011
Waddell & Reed May 2007 - May 2008
Skills
Investments, Insurance, Long Term Care Insurance, Financial Advisory, Wealth Protection, Wealth Management, Wealth Preservation...
Education
Saint Joseph's University 1987 — 1991
Bachelor of Science, Business Administration
Southern New Hampshire University 2006 — 2008
MBA, Global Master of Business
Lighthouse Financial Group June 2011 - Present
John Hancock Financial Network May 2008 - June 2011
Waddell & Reed May 2007 - May 2008
Skills
Investments, Insurance, Long Term Care Insurance, Financial Advisory, Wealth Protection, Wealth Management, Wealth Preservation...
Education
Saint Joseph's University 1987 — 1991
Bachelor of Science, Business Administration
Southern New Hampshire University 2006 — 2008
MBA, Global Master of Business
Jonathon Hazzard Jonathon Hazzard's Waddell & Reed Experience May 2007 - September 2008
Job Business Analyst at EMC Computer Systems
Industry Information Technology and Services
Experience
EMC February 2015 - Present
EMC Computer Systems May 2012 - Present
Merrill Lynch October 2008 - April 2010
Waddell & Reed May 2007 - September 2008
Skills
Business Analysis, Microsoft Office, Finance, Salesforce.com, Microsoft Excel, PowerPoint, Customer Service, Management
Education
Salve Regina University 2003 — 2007
BS, Economics
EMC February 2015 - Present
EMC Computer Systems May 2012 - Present
Merrill Lynch October 2008 - April 2010
Waddell & Reed May 2007 - September 2008
Skills
Business Analysis, Microsoft Office, Finance, Salesforce.com, Microsoft Excel, PowerPoint, Customer Service, Management
Education
Salve Regina University 2003 — 2007
BS, Economics
Terry Redinger's Waddell & Reed Experience June 2003 - February 2004
Job Product Development Program Manager at Fluke Networks
Industry Program Development
Experience
Fluke Networks April 2011 - Present
BeDynamic, Inc. August 2009 - April 2011
BeDynamic, Inc. March 2008 - August 2009
Intermec Technologies December 2006 - March 2008
Myrio Corp -- a Siemens company August 2006 - December 2006
Myrio Corp -- a Siemens company November 2005 - July 2006
Myrio Corp -- a Siemens company March 2004 - November 2005
Waddell & Reed June 2003 - February 2004
RadiSys Corporation November 2000 - January 2003
RadiSys Corporation February 1998 - November 2000
Skills
Cross-functional Team..., Product Management, Program Management, Product Development, Management, Competitive Analysis, Process Improvement, Project Management, CRM, Project Planning, Leadership, Business Development, SDLC, Product Marketing, Product Lifecycle..., Engineering Management, Contract Negotiation, Start-ups, Go-to-market Strategy, Manufacturing, Strategic Partnerships, Sales Operations, Systems Engineering, Agile Methodologies, Software Development, Integration, Cloud Computing, Enterprise Software, Testing
Education
University of Utah - David Eccles School of Business 1991 — 1995
MBA
South Dakota School of Mines and Technology 1983 — 1987
BSEE
Fluke Networks April 2011 - Present
BeDynamic, Inc. August 2009 - April 2011
BeDynamic, Inc. March 2008 - August 2009
Intermec Technologies December 2006 - March 2008
Myrio Corp -- a Siemens company August 2006 - December 2006
Myrio Corp -- a Siemens company November 2005 - July 2006
Myrio Corp -- a Siemens company March 2004 - November 2005
Waddell & Reed June 2003 - February 2004
RadiSys Corporation November 2000 - January 2003
RadiSys Corporation February 1998 - November 2000
Skills
Cross-functional Team..., Product Management, Program Management, Product Development, Management, Competitive Analysis, Process Improvement, Project Management, CRM, Project Planning, Leadership, Business Development, SDLC, Product Marketing, Product Lifecycle..., Engineering Management, Contract Negotiation, Start-ups, Go-to-market Strategy, Manufacturing, Strategic Partnerships, Sales Operations, Systems Engineering, Agile Methodologies, Software Development, Integration, Cloud Computing, Enterprise Software, Testing
Education
University of Utah - David Eccles School of Business 1991 — 1995
MBA
South Dakota School of Mines and Technology 1983 — 1987
BSEE
Marita Peterson's Waddell & Reed Experience August 2014 - Present
Job Director, Channel Development at Waddell & Reed
Industry Information Technology and Services
Experience
Waddell & Reed August 2014 - Present
Waddell & Reed November 2012 - July 2014
Waddell & Reed December 2006 - November 2012
Hallmark Cards June 2000 - December 2006
Kansas City Power and Light 2000 - 2000
Boeing 1999 - 1999
Skills
Cross-functional Team..., Business Development, Leadership, Process Improvement, Business Analysis, Team Leadership, Change Management, Program Management, Vendor Management, Project Management, Strategic Planning, SDLC, Business Strategy, Software Project..., Visio, Business Process..., SharePoint, Integration, IT Strategy, Enterprise Architecture, Business Process, Risk Management, Business Intelligence, Project Portfolio..., Strategy, Management, CRM
Education
Rockhurst University 2002 — 2005
MBA, Finance
University of Central Missouri 1996 — 2000
BSBA, CIS
Waddell & Reed August 2014 - Present
Waddell & Reed November 2012 - July 2014
Waddell & Reed December 2006 - November 2012
Hallmark Cards June 2000 - December 2006
Kansas City Power and Light 2000 - 2000
Boeing 1999 - 1999
Skills
Cross-functional Team..., Business Development, Leadership, Process Improvement, Business Analysis, Team Leadership, Change Management, Program Management, Vendor Management, Project Management, Strategic Planning, SDLC, Business Strategy, Software Project..., Visio, Business Process..., SharePoint, Integration, IT Strategy, Enterprise Architecture, Business Process, Risk Management, Business Intelligence, Project Portfolio..., Strategy, Management, CRM
Education
Rockhurst University 2002 — 2005
MBA, Finance
University of Central Missouri 1996 — 2000
BSBA, CIS
Derek Hamilton's Waddell & Reed Experience July 1996 - Present
Job Senior Vice President, Global Economist
Industry Investment Management
Experience
Waddell & Reed July 1996 - Present
Education
Rockhurst University 1997 — 1999
MBA, Finance, Management
Rockhurst University 1992 — 1996
BSBA, Finance/Economics
Waddell & Reed July 1996 - Present
Education
Rockhurst University 1997 — 1999
MBA, Finance, Management
Rockhurst University 1992 — 1996
BSBA, Finance/Economics
Doug Grover's Waddell & Reed Experience January 1995 - December 2003
Job Owner, Bayside Financial Group, LLC
Industry Financial Services
Experience
Bayside Financial Group, LLC January 2004 - Present
Waddell & Reed January 1995 - December 2003
AmeriFirst Mortgage Corporation 1987 - December 1994
Education
San Diego State University-California State University 1983 — 1987
B.S., Financial Services
Bayside Financial Group, LLC January 2004 - Present
Waddell & Reed January 1995 - December 2003
AmeriFirst Mortgage Corporation 1987 - December 1994
Education
San Diego State University-California State University 1983 — 1987
B.S., Financial Services
Ellen Berry, CPSM, C.P.M.'s Waddell & Reed Experience September 2012 - Present
Job Strategic Sourcing Director at Waddell & Reed
Industry Financial Services
Experience
Waddell & Reed September 2012 - Present
Kansas City Power & Light July 2008 - September 2012
Aquila, Inc. November 2001 - July 2008
Skills
Outsourcing, Budgets, Strategic Sourcing, Six Sigma, Supply Chain, Purchasing, Operations Management, Procurement, Leadership, Supply Management, Business Process, Contract Negotiation, Cross-functional Team..., Contract Management, PeopleSoft, Vendor Management, RFP, Project Management, Risk Management, Materials Management, Supply Chain Management, Change Management, Forecasting, Strategy, Financial Analysis, Business Process..., Process Improvement, Team Building, Commodity, Sourcing, Program Management, Energy, E-procurement, Customer Service, Training, Strategic Planning, Negotiation, Project Planning, Business Analysis, Management, Analysis
Education
Webster University 2003 — 2005
MBA
Rockhurst University 1990 — 1994
BSBA, Purchasing/Materials Management
Waddell & Reed September 2012 - Present
Kansas City Power & Light July 2008 - September 2012
Aquila, Inc. November 2001 - July 2008
Skills
Outsourcing, Budgets, Strategic Sourcing, Six Sigma, Supply Chain, Purchasing, Operations Management, Procurement, Leadership, Supply Management, Business Process, Contract Negotiation, Cross-functional Team..., Contract Management, PeopleSoft, Vendor Management, RFP, Project Management, Risk Management, Materials Management, Supply Chain Management, Change Management, Forecasting, Strategy, Financial Analysis, Business Process..., Process Improvement, Team Building, Commodity, Sourcing, Program Management, Energy, E-procurement, Customer Service, Training, Strategic Planning, Negotiation, Project Planning, Business Analysis, Management, Analysis
Education
Webster University 2003 — 2005
MBA
Rockhurst University 1990 — 1994
BSBA, Purchasing/Materials Management
Celina Uong-Escobar's Waddell & Reed Experience April 2003 - July 2004
Job Staffing Events Program Manager at Groupon
Industry Computer Networking
Experience
Groupon September 2015 - Present
Cisco Systems July 2013 - September 2015
Cisco Systems August 2009 - July 2013
Cisco Systems June 2008 - August 2009
Cisco Systems July 2004 - June 2008
Waddell & Reed April 2003 - July 2004
Santa Clara University September 2000 - June 2003
Skills
Program Management, Process Improvement, Cross-functional Team..., University Relations, Project Coordination, Business Analysis, Team Building, Vendor Management, Corporate Social..., Community Service, Budgets, Budgeting, Contract Negotiation, Event Planning, Team Leadership, Change Management, Data Analysis, Planning, Metrics, Outsourcing, Implementing Processes, Strategic Consulting, Staffing Analysis, Staffing Industry, Project Planning, University Recruitment, Career Development...
Education
Santa Clara University 2000 — 2004
Bachelor of Science (BS)
Groupon September 2015 - Present
Cisco Systems July 2013 - September 2015
Cisco Systems August 2009 - July 2013
Cisco Systems June 2008 - August 2009
Cisco Systems July 2004 - June 2008
Waddell & Reed April 2003 - July 2004
Santa Clara University September 2000 - June 2003
Skills
Program Management, Process Improvement, Cross-functional Team..., University Relations, Project Coordination, Business Analysis, Team Building, Vendor Management, Corporate Social..., Community Service, Budgets, Budgeting, Contract Negotiation, Event Planning, Team Leadership, Change Management, Data Analysis, Planning, Metrics, Outsourcing, Implementing Processes, Strategic Consulting, Staffing Analysis, Staffing Industry, Project Planning, University Recruitment, Career Development...
Education
Santa Clara University 2000 — 2004
Bachelor of Science (BS)
John D. Morreale's Waddell & Reed Experience January 1992 - January 2015
Job Managing Partner/Investment Advisor at Purus Wealth Management
Industry Financial Services
Experience
Purus Wealth Management January 2015 - Present
Waddell & Reed January 1992 - January 2015
Skills
Public Speaking, Insurance, Leadership, Microsoft Excel, Social Media, Wealth Management, Management, Fundraising, Community Outreach, Program Management, PowerPoint, Social Networking, Finance, New Business Development, Financial Advisory, Nonprofits, Event Planning, Strategic Planning, Sales, Social Media Marketing, Customer Service, Contract Negotiation, Microsoft Office, Mutual Funds, Start-ups, Non-profits, Marketing
Education
San Diego State University-California State University 1986 — 1991
Bachelor's degree B.S Finance, Accounting and Finance
San Diego State University-California State University 1986 — 1990
Purus Wealth Management January 2015 - Present
Waddell & Reed January 1992 - January 2015
Skills
Public Speaking, Insurance, Leadership, Microsoft Excel, Social Media, Wealth Management, Management, Fundraising, Community Outreach, Program Management, PowerPoint, Social Networking, Finance, New Business Development, Financial Advisory, Nonprofits, Event Planning, Strategic Planning, Sales, Social Media Marketing, Customer Service, Contract Negotiation, Microsoft Office, Mutual Funds, Start-ups, Non-profits, Marketing
Education
San Diego State University-California State University 1986 — 1991
Bachelor's degree B.S Finance, Accounting and Finance
San Diego State University-California State University 1986 — 1990
Tayler Albitz's Waddell & Reed Experience August 2007 - October 2007
Job Software Systems Administrator at LoadSpring Solutions, Inc.
Industry Information Technology and Services
Experience
LoadSpring Solutions, Inc. May 2014 - Present
Oracle September 2012 - May 2014
Oracle January 2009 - September 2012
Primavera July 2008 - December 2008
Lehigh Valley Hospital October 2007 - June 2008
Waddell & Reed August 2007 - October 2007
Skills
Enterprise Software, MS Project, Troubleshooting, Primavera P6, Oracle, Integration, SQL, Project Management, Databases, Microsoft SQL Server, SharePoint, Disaster Recovery, Process Improvement, Software Project..., Management, Software Documentation, Visio, Project Portfolio..., Weblogic Administration, JBoss Application Server, Websphere, Microsoft Office, VMware, Linux, HTML, LDAP, SDLC, Weblogic, Microsoft Project
Education
Lehigh Valley College 2004 — 2007
ASB, Business Administration
Rosemont College
Bachelors In Science, Business Administration and Management, General
LoadSpring Solutions, Inc. May 2014 - Present
Oracle September 2012 - May 2014
Oracle January 2009 - September 2012
Primavera July 2008 - December 2008
Lehigh Valley Hospital October 2007 - June 2008
Waddell & Reed August 2007 - October 2007
Skills
Enterprise Software, MS Project, Troubleshooting, Primavera P6, Oracle, Integration, SQL, Project Management, Databases, Microsoft SQL Server, SharePoint, Disaster Recovery, Process Improvement, Software Project..., Management, Software Documentation, Visio, Project Portfolio..., Weblogic Administration, JBoss Application Server, Websphere, Microsoft Office, VMware, Linux, HTML, LDAP, SDLC, Weblogic, Microsoft Project
Education
Lehigh Valley College 2004 — 2007
ASB, Business Administration
Rosemont College
Bachelors In Science, Business Administration and Management, General
Kevin LeRoy's Waddell & Reed Experience April 2014 - Present
Job Director, Wholesale Compensation and Sales Reporting at Waddell & Reed
Industry Financial Services
Experience
Waddell & Reed April 2014 - Present
Kevin LeRoy and Associates HR and Accounting Consultants January 2009 - Present
Charter Communications January 2012 - August 2013
Blue Cross Blue Shield of Michigan 2008 - 2008
H & R Block 2005 - 2007
Sprint 1987 - 2005
Crown Zellerbach 1980 - 1982
Skills
Human Resources, Accounting, Management, Deferred Compensation, Vendor Management
Education
Bishop Miege
Rockhurst University
BSBA, Accounting
Waddell & Reed April 2014 - Present
Kevin LeRoy and Associates HR and Accounting Consultants January 2009 - Present
Charter Communications January 2012 - August 2013
Blue Cross Blue Shield of Michigan 2008 - 2008
H & R Block 2005 - 2007
Sprint 1987 - 2005
Crown Zellerbach 1980 - 1982
Skills
Human Resources, Accounting, Management, Deferred Compensation, Vendor Management
Education
Bishop Miege
Rockhurst University
BSBA, Accounting
John Ronan's Waddell & Reed Experience April 2011 - March 2015
Job Financial Advisor at Trilogy Financial
Industry Consumer Services
Experience
Trilogy Financial March 2015 - Present
Waddell & Reed April 2011 - March 2015
Education
San Diego State University-California State University 2002 — 2006
Economics
San Diego State University-California State University
Trilogy Financial March 2015 - Present
Waddell & Reed April 2011 - March 2015
Education
San Diego State University-California State University 2002 — 2006
Economics
San Diego State University-California State University
Brandon Heruth's Waddell & Reed Experience 2001 - 2004
Job Life Wholesaler at Voya Financial
Industry Financial Services
Experience
Voya Financial May 2011 - Present
Minnesota Life July 2004 - May 2011
Securian Financial Group July 2004 - May 2011
Securian Retirement Services 2004 - 2010
Waddell & Reed 2001 - 2004
Skills
Life Insurance, Fixed Annuities, Series 63, Retirement Planning, Securities, Insurance, Mutual Funds, Retirement, Series 6, Term Life Insurance, 401k, Variable Annuities, Long-term Care, Strategic Financial..., Investments, Estate Planning, IRAs
Education
St. Cloud State University 1993 — 1998
Voya Financial May 2011 - Present
Minnesota Life July 2004 - May 2011
Securian Financial Group July 2004 - May 2011
Securian Retirement Services 2004 - 2010
Waddell & Reed 2001 - 2004
Skills
Life Insurance, Fixed Annuities, Series 63, Retirement Planning, Securities, Insurance, Mutual Funds, Retirement, Series 6, Term Life Insurance, 401k, Variable Annuities, Long-term Care, Strategic Financial..., Investments, Estate Planning, IRAs
Education
St. Cloud State University 1993 — 1998
Dorothy Higgins's Waddell & Reed Experience March 1999 - January 2005
Job Logistics Management Specialist
Industry Defense & Space
Experience
Department of the Navy May 2009 - Present
Michael R. Coppe January 2007 - May 2009
Waddell & Reed Financial Services January 2005 - January 2007
Waddell & Reed March 1999 - January 2005
Waddell & Reed August 1997 - March 1999
Waddell & Reed Financial Services March 1990 - August 1997
Skills
Financial Analysis, Microsoft Office, Financial Reporting, Management, Budgets, Microsoft Excel, Accounting, Auditing
Education
Rockhurst University 1992 — 1996
MBA, Accounting/Finance
Rockhurst University 1984 — 1988
B.S.B.A., Accounting
Department of the Navy May 2009 - Present
Michael R. Coppe January 2007 - May 2009
Waddell & Reed Financial Services January 2005 - January 2007
Waddell & Reed March 1999 - January 2005
Waddell & Reed August 1997 - March 1999
Waddell & Reed Financial Services March 1990 - August 1997
Skills
Financial Analysis, Microsoft Office, Financial Reporting, Management, Budgets, Microsoft Excel, Accounting, Auditing
Education
Rockhurst University 1992 — 1996
MBA, Accounting/Finance
Rockhurst University 1984 — 1988
B.S.B.A., Accounting
Lauren Hall Barthen's Waddell & Reed Experience 2002 - 2005
Job Partner at Kodo Kids
Industry Design
Experience
Kodo Kids March 2009 - Present
Quist Valuation March 2006 - March 2009
Waddell & Reed 2002 - 2005
Skills
Financial Modeling
Education
University of Rhode Island - College of Business Administration 2004 — 2005
MBA
Roger Williams University 1998 — 2002
BS, Finance
Kodo Kids March 2009 - Present
Quist Valuation March 2006 - March 2009
Waddell & Reed 2002 - 2005
Skills
Financial Modeling
Education
University of Rhode Island - College of Business Administration 2004 — 2005
MBA
Roger Williams University 1998 — 2002
BS, Finance
Dave Hasvold's Waddell & Reed Experience January 2000 - July 2001
Job Hotel/Motel Brokerage
Industry Real Estate
Experience
Bender Commercial Real Estate Services December 2011 - Present
ADL Properties, Inc. May 1999 - Present
Waddell & Reed January 2000 - July 2001
Best Western Flamingo January 1987 - May 1999
Skills
Commercial Real Estate, Real Estate, Brokerage, Real Estate Development, Selling, Hotels, Small Business, Management, Property Management, Investment Properties, Real Estate Transactions, Leases, Sellers, Finance, Sales
Education
South Dakota State University 1982 — 1986
Bachelor of Science, Commercial Economics
Washington High School 1977 — 1980
Bender Commercial Real Estate Services December 2011 - Present
ADL Properties, Inc. May 1999 - Present
Waddell & Reed January 2000 - July 2001
Best Western Flamingo January 1987 - May 1999
Skills
Commercial Real Estate, Real Estate, Brokerage, Real Estate Development, Selling, Hotels, Small Business, Management, Property Management, Investment Properties, Real Estate Transactions, Leases, Sellers, Finance, Sales
Education
South Dakota State University 1982 — 1986
Bachelor of Science, Commercial Economics
Washington High School 1977 — 1980
Bob Triano's Waddell & Reed Experience May 2014 - Present
Job Director of Institutional Account Relationships at Waddell & Reed
Industry Financial Services
Experience
Waddell & Reed May 2014 - Present
State Street 1995 - April 2014
The Chase Manhattan Bank June 1980 - May 1995
Skills
Asset Management, Global Custody, Risk Management, Fixed Income, Mutual Funds, Equities, Alternative Investments, Derivatives, Hedge Funds, Securities, Financial Services, Portfolio Management, Fund Accounting, Relationship Management, Financial Markets, Fund Administration, Investment Banking, Process Improvement, Financial Analysis, Investments, Finance, Accounting, Transfer Agency, Banking, Asset Managment, Investment Management, Securities Lending, Bloomberg, Cash Management, Bonds, FX Options, Corporate Actions, Capital Markets, Financial Risk, Series 63, Series 7, Team Leadership
Education
Saint Peter's University 1976 — 1980
BS, Accounting
Queen of Peace High School 1972 — 1976
high school
Waddell & Reed May 2014 - Present
State Street 1995 - April 2014
The Chase Manhattan Bank June 1980 - May 1995
Skills
Asset Management, Global Custody, Risk Management, Fixed Income, Mutual Funds, Equities, Alternative Investments, Derivatives, Hedge Funds, Securities, Financial Services, Portfolio Management, Fund Accounting, Relationship Management, Financial Markets, Fund Administration, Investment Banking, Process Improvement, Financial Analysis, Investments, Finance, Accounting, Transfer Agency, Banking, Asset Managment, Investment Management, Securities Lending, Bloomberg, Cash Management, Bonds, FX Options, Corporate Actions, Capital Markets, Financial Risk, Series 63, Series 7, Team Leadership
Education
Saint Peter's University 1976 — 1980
BS, Accounting
Queen of Peace High School 1972 — 1976
high school
Barbara Kirby, CFP®'s Waddell & Reed Experience February 1999 - November 2006
Job Financial Advisor, Focus Financial
Industry Financial Services
Experience
Focus Financial Network, Inc. November 2006 - Present
Waddell & Reed February 1999 - November 2006
Fortis Financial Group 1990 - 1999
Education
St. Olaf College
Focus Financial Network, Inc. November 2006 - Present
Waddell & Reed February 1999 - November 2006
Fortis Financial Group 1990 - 1999
Education
St. Olaf College
Lupe Sherman's Waddell & Reed Experience September 1970 - March 1984
Job Senior Account Manager at Gallagher Benefit Services
Industry Insurance
Experience
Gallagher Benefit Services April 1984 - Present
Waddell & Reed September 1970 - March 1984
Skills
Employee Benefits, Insurance, Life Insurance, Health Insurance, Health Savings Accounts, Benefits Administration, Term Life Insurance, Managed Care, Claim, Long-term Care, COBRA
Education
Rockhurst University 1971 — 1974
Business
Gallagher Benefit Services April 1984 - Present
Waddell & Reed September 1970 - March 1984
Skills
Employee Benefits, Insurance, Life Insurance, Health Insurance, Health Savings Accounts, Benefits Administration, Term Life Insurance, Managed Care, Claim, Long-term Care, COBRA
Education
Rockhurst University 1971 — 1974
Business
Steve Berglund's Waddell & Reed Experience December 2014 - Present
Job In Transition
Industry Defense & Space
Experience
Waddell & Reed December 2014 - Present
Lockheed Martin IS&GS June 1980 - November 2013
Skills
Government Contracting, Earned Value Management, Project Management, Analysis, Project Planning, Forecasting, DoD, Management, Security Clearance, Aerospace, Financial Analysis, Team Building, Operations Management, Budgets, Proposal Writing, Leadership, DoDAF, Process Improvement, Air Force, Six Sigma, Risk Management, Contract Management, Integration, Business Development, Telelogic DOORS, C4ISR
Education
Santa Clara University 1994 — 1996
Master of Business Administration (MBA), Bus Admin - Finance
San Jose State University 1978 — 1981
BS, Bus Admin - Marketing
Homestead High School
Waddell & Reed December 2014 - Present
Lockheed Martin IS&GS June 1980 - November 2013
Skills
Government Contracting, Earned Value Management, Project Management, Analysis, Project Planning, Forecasting, DoD, Management, Security Clearance, Aerospace, Financial Analysis, Team Building, Operations Management, Budgets, Proposal Writing, Leadership, DoDAF, Process Improvement, Air Force, Six Sigma, Risk Management, Contract Management, Integration, Business Development, Telelogic DOORS, C4ISR
Education
Santa Clara University 1994 — 1996
Master of Business Administration (MBA), Bus Admin - Finance
San Jose State University 1978 — 1981
BS, Bus Admin - Marketing
Homestead High School
Ryan Skogstad's Waddell & Reed Experience May 2001 - April 2004
Job Sr. Financial Advisor at Capstone Wealth Advisors
Industry Financial Services
Experience
Capstone Wealth Advisors September 2012 - Present
Merrill Lynch April 2004 - September 2012
Waddell & Reed May 2001 - April 2004
Skills
Retirement Planning, Wealth Management, Series 7, Asset Allocation, Retirement, Investment Advisory, Investment Strategies, Fixed Income, Alternative Investments, Mutual Funds, Equities
Education
Western Oregon University 2002 — 2003
Master's degree
Seattle Pacific University 1998 — 2000
Mathematics, Mathematics
Capstone Wealth Advisors September 2012 - Present
Merrill Lynch April 2004 - September 2012
Waddell & Reed May 2001 - April 2004
Skills
Retirement Planning, Wealth Management, Series 7, Asset Allocation, Retirement, Investment Advisory, Investment Strategies, Fixed Income, Alternative Investments, Mutual Funds, Equities
Education
Western Oregon University 2002 — 2003
Master's degree
Seattle Pacific University 1998 — 2000
Mathematics, Mathematics
Alex Swanstrom's Waddell & Reed Experience April 2010 - February 2014
Job Compliance
Industry Financial Services
Experience
Cambridge March 2014 - Present
Waddell & Reed April 2010 - February 2014
VSR Financial Services 2008 - April 2010
Cambridge Investment Research 2007 - 2008
Education
Simpson College 2003 — 2007
Bachelors, Economics
Cambridge March 2014 - Present
Waddell & Reed April 2010 - February 2014
VSR Financial Services 2008 - April 2010
Cambridge Investment Research 2007 - 2008
Education
Simpson College 2003 — 2007
Bachelors, Economics
Geoffrey Grutzmacher's Waddell & Reed Experience October 2005 - April 2007
Job Financial Analyst at CBS Outdoor
Industry Marketing and Advertising
Experience
CBS Outdoor December 2013 - Present
Groupe SEB June 2007 - November 2013
Waddell & Reed October 2005 - April 2007
Skills
Forecasting, Budgets, Financial Analysis, Financial Reporting, SAP, Microsoft Excel, Strategic Financial..., Variance Analysis, Finance, Business Analysis, Strategic Planning, Managerial Finance, Budgeting, Financial Planning, Financial Modeling
Education
Rutgers University-New Brunswick 2001 — 2005
Bachelor of Science, Finance, Pyschology
WVHS
CBS Outdoor December 2013 - Present
Groupe SEB June 2007 - November 2013
Waddell & Reed October 2005 - April 2007
Skills
Forecasting, Budgets, Financial Analysis, Financial Reporting, SAP, Microsoft Excel, Strategic Financial..., Variance Analysis, Finance, Business Analysis, Strategic Planning, Managerial Finance, Budgeting, Financial Planning, Financial Modeling
Education
Rutgers University-New Brunswick 2001 — 2005
Bachelor of Science, Finance, Pyschology
WVHS
Glen Hester's Waddell & Reed Experience April 2010 - January 2012
Job Planner III at General Atomics
Industry Defense & Space
Experience
General Atomics June 2014 - Present
Cobham December 2011 - June 2014
Waddell & Reed April 2010 - January 2012
NUMMI January 2007 - April 2010
NUMMI January 2000 - 2007
Fairfield Residential 1999 - 2000
Skills
Toyota Production System, Project Management, Continuous Improvement, Cross-functional Team..., Manufacturing, Process Improvement, Lean Manufacturing, Operations Management, Automotive, Supply Chain Management, Kaizen, Inventory Management, Leadership
Education
San Diego State University-California State University 1995 — 1998
bachelor of science, Finance
General Atomics June 2014 - Present
Cobham December 2011 - June 2014
Waddell & Reed April 2010 - January 2012
NUMMI January 2007 - April 2010
NUMMI January 2000 - 2007
Fairfield Residential 1999 - 2000
Skills
Toyota Production System, Project Management, Continuous Improvement, Cross-functional Team..., Manufacturing, Process Improvement, Lean Manufacturing, Operations Management, Automotive, Supply Chain Management, Kaizen, Inventory Management, Leadership
Education
San Diego State University-California State University 1995 — 1998
bachelor of science, Finance
Theo Lyras's Waddell & Reed Experience September 2010 - April 2011
Job .
Industry Financial Services
Experience
Capital City Banc Investments April 2010 - 2014
Waddell & Reed September 2010 - April 2011
Senior LIfe 2009 - December 2010
Thomasville Administration 2002 - December 2010
Skills
Team Building, Strategic Planning, Customer Service, Microsoft Office, Sales, Leadership, Sales Management, Account Management, Coaching
Education
Saint Leo University 1999 — 2002
BA, Business Administration
Saint Leo University 1999 — 2002
Capital City Banc Investments April 2010 - 2014
Waddell & Reed September 2010 - April 2011
Senior LIfe 2009 - December 2010
Thomasville Administration 2002 - December 2010
Skills
Team Building, Strategic Planning, Customer Service, Microsoft Office, Sales, Leadership, Sales Management, Account Management, Coaching
Education
Saint Leo University 1999 — 2002
BA, Business Administration
Saint Leo University 1999 — 2002
Shawn Schneider's Waddell & Reed Experience January 2001 - February 2002
Job National Internal Sales Manager Penn Mutual
Industry Financial Services
Experience
Penn Mutual December 2014 - Present
Lincoln Financial Distributors December 2010 - Present
Lincoln Financial Distributors June 2006 - December 2010
Lincoln Financial Distributors December 2004 - June 2006
M&K Financial Services 2002 - 2004
Waddell & Reed January 2001 - February 2002
New England Financial January 2000 - January 2001
Skills
Series 6, Series 63, Fixed Annuities, Series 7, Retirement Planning, Retirement, 401k, Variable Annuities, Financial Services, Insurance, FINRA, Securities, Strategic Financial..., Management, Investments, Annuities, Financial Planning, Microsoft Office, Microsoft Excel, Customer Service, Sales Management, Salesforce.com, Direct Sales, Sales Process, Mutual Funds, Training, Employee Training, Train New Employees, Microsoft Word, Public Speaking, Team Building, Building High..., Sales
Education
Saint Anselm College 1995 — 2000
BA, Business
Penn Mutual December 2014 - Present
Lincoln Financial Distributors December 2010 - Present
Lincoln Financial Distributors June 2006 - December 2010
Lincoln Financial Distributors December 2004 - June 2006
M&K Financial Services 2002 - 2004
Waddell & Reed January 2001 - February 2002
New England Financial January 2000 - January 2001
Skills
Series 6, Series 63, Fixed Annuities, Series 7, Retirement Planning, Retirement, 401k, Variable Annuities, Financial Services, Insurance, FINRA, Securities, Strategic Financial..., Management, Investments, Annuities, Financial Planning, Microsoft Office, Microsoft Excel, Customer Service, Sales Management, Salesforce.com, Direct Sales, Sales Process, Mutual Funds, Training, Employee Training, Train New Employees, Microsoft Word, Public Speaking, Team Building, Building High..., Sales
Education
Saint Anselm College 1995 — 2000
BA, Business
Victoria Lai's Waddell & Reed Experience 2007 - 2008
Job Outsource Paralegal at Juniper Networks
Industry Legal Services
Experience
Juniper Networks 2012 - Present
SanDisk 2011 - 2012
Strategic Financial Group of California 2008 - 2011
Northwestern Mutual Financial Network October 2007 - October 2008
Waddell & Reed 2007 - 2008
Skills
Customer Service
Education
Argosy University 2008 — 2011
Master, Business Management
San Jose State University 1997 — 2001
BS, Sociology
Juniper Networks 2012 - Present
SanDisk 2011 - 2012
Strategic Financial Group of California 2008 - 2011
Northwestern Mutual Financial Network October 2007 - October 2008
Waddell & Reed 2007 - 2008
Skills
Customer Service
Education
Argosy University 2008 — 2011
Master, Business Management
San Jose State University 1997 — 2001
BS, Sociology
Les Nyberg's Waddell & Reed Experience 2004 - 2006
Job Epicor ERP consultant
Industry Computer Software
Experience
LT Nterprise, LLC October 2014 - Present
SaberLogic November 2011 - Present
Epicor Software Corp 2006 - October 2011
Waddell & Reed 2004 - 2006
Publishing Business Systems 1999 - 2002
Achieve Healthcare Technologies 1997 - 1999
GE Capital ITS 1996 - 1997
Arden Fasteners 1993 - 1996
ATK 1987 - 1993
Control Data Corp 1978 - 1987
Skills
Progress 4GL, Software Project..., Financial Advice, ERP, Software Development, CRM, Software Implementation, Crystal Reports, Business Process, Management, Financial Advisory, .NET, XML, Microsoft SQL Server, Requirements Gathering, Business Intelligence, Enterprise Software, Process Improvement
Education
University of Minnesota - Carlson School of Management 1981 — 1987
MBA, MIS
St. Cloud State University 1974 — 1978
BS, Quantitative Methods & Info Systems
LT Nterprise, LLC October 2014 - Present
SaberLogic November 2011 - Present
Epicor Software Corp 2006 - October 2011
Waddell & Reed 2004 - 2006
Publishing Business Systems 1999 - 2002
Achieve Healthcare Technologies 1997 - 1999
GE Capital ITS 1996 - 1997
Arden Fasteners 1993 - 1996
ATK 1987 - 1993
Control Data Corp 1978 - 1987
Skills
Progress 4GL, Software Project..., Financial Advice, ERP, Software Development, CRM, Software Implementation, Crystal Reports, Business Process, Management, Financial Advisory, .NET, XML, Microsoft SQL Server, Requirements Gathering, Business Intelligence, Enterprise Software, Process Improvement
Education
University of Minnesota - Carlson School of Management 1981 — 1987
MBA, MIS
St. Cloud State University 1974 — 1978
BS, Quantitative Methods & Info Systems
Lloyd Otte's Waddell & Reed Experience February 2009 - July 2009
Job
Industry
Experience
Waddell & Reed February 2009 - July 2009
IAC INternational April 2001 - January 2009
Saturn Transportation 2000 - 2001
Dolliff Insurance, Inc. 1981 - 1999
Education
University of Minnesota-Twin Cities 1971 — 1975
BS, Accounting
St. Cloud State University 1970 — 1971
Accounting
Waddell & Reed February 2009 - July 2009
IAC INternational April 2001 - January 2009
Saturn Transportation 2000 - 2001
Dolliff Insurance, Inc. 1981 - 1999
Education
University of Minnesota-Twin Cities 1971 — 1975
BS, Accounting
St. Cloud State University 1970 — 1971
Accounting
Tom Thelen's Waddell & Reed Experience February 2001 - February 2002
Job Airlines/Aviation Professional
Industry Airlines/Aviation
Experience
H&R Block January 2008 - Present
Jet Choice April 2008 - March 2009
Sun Country Airlines September 1991 - June 2007
Waddell & Reed February 2001 - February 2002
United States Air Force July 1969 - December 1991
Education
Southern Illinois University, Edwardsville 1977 — 1978
MBA, Business Administration
St. Cloud State University 1965 — 1969
BA, Mathematics
H&R Block January 2008 - Present
Jet Choice April 2008 - March 2009
Sun Country Airlines September 1991 - June 2007
Waddell & Reed February 2001 - February 2002
United States Air Force July 1969 - December 1991
Education
Southern Illinois University, Edwardsville 1977 — 1978
MBA, Business Administration
St. Cloud State University 1965 — 1969
BA, Mathematics
VALERIE LOVE-PARKER's Waddell & Reed Experience 2000 - 2007
Job Registered Investment Adviser Representative
Industry Financial Services
Experience
Phoe. Fi. for APL (Financial Services) February 2007 - Present
Nehemiah Restoration Coalition, Inc. October 2008 - June 2012
St. John Missionary Baptist Church September 1998 - April 2010
U.S. Army Reserves June 1981 - July 2007
Waddell & Reed 2000 - 2007
Chicago Public Schools September 1998 - June 2000
Education
Roosevelt University 1981 — 1985
BSBA, Business Management
Phoe. Fi. for APL (Financial Services) February 2007 - Present
Nehemiah Restoration Coalition, Inc. October 2008 - June 2012
St. John Missionary Baptist Church September 1998 - April 2010
U.S. Army Reserves June 1981 - July 2007
Waddell & Reed 2000 - 2007
Chicago Public Schools September 1998 - June 2000
Education
Roosevelt University 1981 — 1985
BSBA, Business Management
Greg Siegrist's Waddell & Reed Experience April 2010 - Present
Job Senior Analyst Programmer/Project Manager
Industry Information Technology and Services
Experience
Waddell & Reed April 2010 - Present
Skills
Team Building, Requirements Analysis, Business Analysis, COBOL
Education
Southern Illinois University, Carbondale 1980 — 1985
Bachelor of Science, Computer Science
Waddell & Reed April 2010 - Present
Skills
Team Building, Requirements Analysis, Business Analysis, COBOL
Education
Southern Illinois University, Carbondale 1980 — 1985
Bachelor of Science, Computer Science
Matthew Orian's Waddell & Reed Experience March 2013 - February 2015
Job I assist motivated individuals, families, and business owners.
Industry Management Consulting
Experience
Consultant May 2015 - Present
Waddell & Reed March 2013 - February 2015
Mail Sort Professionals, Inc. 2012 - 2013
Christian Record Services for the Blind 2008 - 2012
Christian Record Services for the Blind 2007 - 2008
Platte Valley Academy 2006 - 2007
Ozark Adventist Academy 2004 - 2006
Kansas-Nebraska Conference of Seventh-day Adventists 2001 - 2004
Skills
Budgets, Organizational..., Leadership, Team Building, Strategic Planning, Recruiting, Non-profits, Nonprofits, Social Media, Social Networking, Time Management, Community Outreach, Customer Service, Fundraising, Marketing, PowerPoint, Leadership Development, Public Speaking, Volunteer Management, Coaching, Public Relations, Research, Training, Staff Development, Microsoft Office, Sales, Management, Entrepreneurship, Analysis, Small Business, Social Media Marketing, Program Development, Event Planning, Event Management
Education
University of Phoenix 2009 — 2011
MBA, Accounting
Southwestern Adventist University 1997 — 2000
B.S., Social Science
Consultant May 2015 - Present
Waddell & Reed March 2013 - February 2015
Mail Sort Professionals, Inc. 2012 - 2013
Christian Record Services for the Blind 2008 - 2012
Christian Record Services for the Blind 2007 - 2008
Platte Valley Academy 2006 - 2007
Ozark Adventist Academy 2004 - 2006
Kansas-Nebraska Conference of Seventh-day Adventists 2001 - 2004
Skills
Budgets, Organizational..., Leadership, Team Building, Strategic Planning, Recruiting, Non-profits, Nonprofits, Social Media, Social Networking, Time Management, Community Outreach, Customer Service, Fundraising, Marketing, PowerPoint, Leadership Development, Public Speaking, Volunteer Management, Coaching, Public Relations, Research, Training, Staff Development, Microsoft Office, Sales, Management, Entrepreneurship, Analysis, Small Business, Social Media Marketing, Program Development, Event Planning, Event Management
Education
University of Phoenix 2009 — 2011
MBA, Accounting
Southwestern Adventist University 1997 — 2000
B.S., Social Science
Seva Liokumovich's Waddell & Reed Experience May 2006 - August 2006
Job Sales Engineering Manager at FST Biometrics
Industry Security and Investigations
Experience
FST Biometrics July 2015 - Present
Siemens November 2013 - June 2015
Schneider Electric June 2009 - October 2013
Skanska USA Building Inc. May 2008 - January 2009
Parsons Brinckerhoff May 2007 - August 2007
Waddell & Reed May 2006 - August 2006
Scarlet Repair Team January 2005 - May 2006
Skills
Microsoft Office, Visio, AutoCAD, Computer Hardware, Microsoft Windows, Computer Security, Computer Repair, Troubleshooting, Windows, Electrical Engineering, Security, Networking, Automation, Testing, Integration, CCTV, Electronics, Video over IP, SQL, Software Installation, IP, Systems Engineering
Education
Rutgers University-New Brunswick 2005 — 2009
Bachelor of Science, Electrical Engineering
FST Biometrics July 2015 - Present
Siemens November 2013 - June 2015
Schneider Electric June 2009 - October 2013
Skanska USA Building Inc. May 2008 - January 2009
Parsons Brinckerhoff May 2007 - August 2007
Waddell & Reed May 2006 - August 2006
Scarlet Repair Team January 2005 - May 2006
Skills
Microsoft Office, Visio, AutoCAD, Computer Hardware, Microsoft Windows, Computer Security, Computer Repair, Troubleshooting, Windows, Electrical Engineering, Security, Networking, Automation, Testing, Integration, CCTV, Electronics, Video over IP, SQL, Software Installation, IP, Systems Engineering
Education
Rutgers University-New Brunswick 2005 — 2009
Bachelor of Science, Electrical Engineering
Thomas Dempsey's Waddell & Reed Experience 2001 - 2001
Job Business Process Engineer at Dow Corning
Industry Information Technology and Services
Experience
Dow Corning May 2014 - Present
Yazaki North America March 2011 - May 2014
Yazaki North America November 2009 - March 2011
Yazaki North America November 2007 - November 2009
Yazaki North America May 2006 - November 2007
Yazaki North America January 2006 - May 2006
Yazaki North America July 2002 - January 2006
Waddell & Reed 2001 - 2001
Education
Saginaw Valley State University - College of Business and Management 1999 — 2002
BBA, Management
Dow Corning May 2014 - Present
Yazaki North America March 2011 - May 2014
Yazaki North America November 2009 - March 2011
Yazaki North America November 2007 - November 2009
Yazaki North America May 2006 - November 2007
Yazaki North America January 2006 - May 2006
Yazaki North America July 2002 - January 2006
Waddell & Reed 2001 - 2001
Education
Saginaw Valley State University - College of Business and Management 1999 — 2002
BBA, Management
Timothy Mebane's Waddell & Reed Experience January 1993 - October 2003
Job Senior Financial Consultant, LPL Branch Manager and Registered Principal at Mebane Financial Services, LLC
Industry Financial Services
Experience
Mebane Financial Services, LLC October 2003 - Present
Waddell & Reed January 1993 - October 2003
Skills
Retirement Planning, Wealth Preservation..., Series 24, Investment Advisory, Retirement, Series 7, Insurance, Disability Insurance, Long Term Care, FINRA, Risk Management, Mutual Funds, Wealth, Long-term Care, Securities, Strategic Financial..., Estate Planning, IRAs, Investments, Asset Management, 401k, Fixed Annuities, Series 63, Financial Advisory, Asset Allocation, Finance, Wealth Management, Series 6, Investment Strategies, Alternative Investments, Portfolio Management, Investment Management, Wealth Management..., Variable Annuities, Long Term Care Insurance, Financial Services, Life Insurance, Equities, Series 65, Mortgage Lending, Uniform Combined State..., Financial Planners, Loans, Bonds, ETFs, Personal Financial..., Financial Goals, Employee Benefits, High Net Worth..., Personal Finance
Education
Southwestern Baptist Theological Seminary 1987 — 1992
Master of Divinity, Theology/Theological Studies
Vanderbilt University 1982 — 1986
Bachelor of Science, Political Science
Chamblee High School 1977 — 1982
General Diploma
Mebane Financial Services, LLC October 2003 - Present
Waddell & Reed January 1993 - October 2003
Skills
Retirement Planning, Wealth Preservation..., Series 24, Investment Advisory, Retirement, Series 7, Insurance, Disability Insurance, Long Term Care, FINRA, Risk Management, Mutual Funds, Wealth, Long-term Care, Securities, Strategic Financial..., Estate Planning, IRAs, Investments, Asset Management, 401k, Fixed Annuities, Series 63, Financial Advisory, Asset Allocation, Finance, Wealth Management, Series 6, Investment Strategies, Alternative Investments, Portfolio Management, Investment Management, Wealth Management..., Variable Annuities, Long Term Care Insurance, Financial Services, Life Insurance, Equities, Series 65, Mortgage Lending, Uniform Combined State..., Financial Planners, Loans, Bonds, ETFs, Personal Financial..., Financial Goals, Employee Benefits, High Net Worth..., Personal Finance
Education
Southwestern Baptist Theological Seminary 1987 — 1992
Master of Divinity, Theology/Theological Studies
Vanderbilt University 1982 — 1986
Bachelor of Science, Political Science
Chamblee High School 1977 — 1982
General Diploma
Shea Dellard's Waddell & Reed Experience Insurance BrokerDellard Insurance Services & CLTCJanuary 2013 - Present
Job Insurance Broker at Dellard Insurance Services & CLTC
Industry Financial Services
Experience
Waddell & Reed Insurance BrokerDellard Insurance Services & CLTCJanuary 2013 - Present
Skills
Insurance Brokerage, Licensed Life & Health...
Education
Sonoma State University 2005 — 2007
Bachelor of Science (B.S.), Business Finance
Waddell & Reed Insurance BrokerDellard Insurance Services & CLTCJanuary 2013 - Present
Skills
Insurance Brokerage, Licensed Life & Health...
Education
Sonoma State University 2005 — 2007
Bachelor of Science (B.S.), Business Finance
Oric Bui's Waddell & Reed Experience March 2010 - December 2010
Job Loan Accounting Specialist
Industry Accounting
Experience
State Farm Insurance September 2010 - Present
Waddell & Reed March 2010 - December 2010
Volunteer Income Tax Assistance January 2010 - April 2010
Education
University of Missouri-Saint Louis 2006 — 2010
Bachelors of Science in Business Administration, Finance & Accounting
St. Louis Community College 2004 — 2006
Business, General
State Farm Insurance September 2010 - Present
Waddell & Reed March 2010 - December 2010
Volunteer Income Tax Assistance January 2010 - April 2010
Education
University of Missouri-Saint Louis 2006 — 2010
Bachelors of Science in Business Administration, Finance & Accounting
St. Louis Community College 2004 — 2006
Business, General
Christine Beaulieu's Waddell & Reed Experience January 2001 - August 2003
Job Strategist at DTE Energy
Industry Utilities
Experience
DTE Energy June 2015 - Present
DTE Energy October 2013 - Present
DTE Energy June 2012 - October 2013
Con-way Freight November 2009 - June 2012
Con-way Freight Inc. September 2008 - October 2009
Pro-Motion Technology Group August 2007 - September 2008
Graphic Packaging International April 2006 - August 2007
Anthem Blue Cross and Blue Shield August 2003 - September 2005
Waddell & Reed January 2001 - August 2003
Hillsborough County Courthouse December 2001 - June 2003
Skills
Lean Six Sigma Black..., Six Sigma, Process Improvement, Procurement, Forecasting, Contract Negotiation, Strategy, Pricing, SAP, Negotiation, Analysis, CRM, Sales, Customer Service, Competitive Analysis, Accounts Receivable, Supply Chain, Supply Chain Management
Education
Southern New Hampshire University
Global Masters of Business Administration (MBA)
Southern New Hampshire University
Business Studies; Business Administration
DTE Energy June 2015 - Present
DTE Energy October 2013 - Present
DTE Energy June 2012 - October 2013
Con-way Freight November 2009 - June 2012
Con-way Freight Inc. September 2008 - October 2009
Pro-Motion Technology Group August 2007 - September 2008
Graphic Packaging International April 2006 - August 2007
Anthem Blue Cross and Blue Shield August 2003 - September 2005
Waddell & Reed January 2001 - August 2003
Hillsborough County Courthouse December 2001 - June 2003
Skills
Lean Six Sigma Black..., Six Sigma, Process Improvement, Procurement, Forecasting, Contract Negotiation, Strategy, Pricing, SAP, Negotiation, Analysis, CRM, Sales, Customer Service, Competitive Analysis, Accounts Receivable, Supply Chain, Supply Chain Management
Education
Southern New Hampshire University
Global Masters of Business Administration (MBA)
Southern New Hampshire University
Business Studies; Business Administration
Tara Lamport's Waddell & Reed Experience May 2008 - June 2009
Job Assurance Manager at PwC
Industry Accounting
Alan Walton's Waddell & Reed Experience 2010 - 2010
Job Financial, Healthcare, and Auditing Services
Industry Financial Services
Experience
Waddell & Reed 2010 - 2010
Southcentral Foundation February 2007 - July 2009
Texas State Auditor's Office October 2004 - February 2007
Education
University of St. Thomas - Opus College of Business 1999 — 2002
MBA, Finance
University of St. Thomas
MBA, Marketing
South Dakota State University 1986 — 1992
BAAS, English Major & Spanish Minor
Waddell & Reed 2010 - 2010
Southcentral Foundation February 2007 - July 2009
Texas State Auditor's Office October 2004 - February 2007
Education
University of St. Thomas - Opus College of Business 1999 — 2002
MBA, Finance
University of St. Thomas
MBA, Marketing
South Dakota State University 1986 — 1992
BAAS, English Major & Spanish Minor
Dennis Greenwald's Waddell & Reed Experience January 1967 - January 1969
Job
Industry Financial Services
Experience
Dean Witter Financial Services Group June 1980 - December 1990
Standard & Poor's/InterCapital 1970 - 1978
Waddell & Reed January 1967 - January 1969
Ehrich Stock Leighton Reid and Holand June 1955 - December 1962
Skills
Investments, Corporate Law, Gardening, Editing, Public Speaking, Teaching
Education
Harvard Law School 1951 — 1954
Juris Doctor (J.D.), Law, Cum Laude
Harvard Graduate School of Arts & Sciences 1950 — 1951
Philosophy, Incomplete
Rutgers, The State University of New Jersey - Rutgers Business School 1946 — 1950
Bachelor's Degree, Philosphy, Summa Cum Laude
Dean Witter Financial Services Group June 1980 - December 1990
Standard & Poor's/InterCapital 1970 - 1978
Waddell & Reed January 1967 - January 1969
Ehrich Stock Leighton Reid and Holand June 1955 - December 1962
Skills
Investments, Corporate Law, Gardening, Editing, Public Speaking, Teaching
Education
Harvard Law School 1951 — 1954
Juris Doctor (J.D.), Law, Cum Laude
Harvard Graduate School of Arts & Sciences 1950 — 1951
Philosophy, Incomplete
Rutgers, The State University of New Jersey - Rutgers Business School 1946 — 1950
Bachelor's Degree, Philosphy, Summa Cum Laude
Don Holladay's Waddell & Reed Experience 2007 - 2011
Job
Industry Civic & Social Organization
Experience
United Methodist Church June 2011 - Present
Waddell & Reed 2007 - 2011
Eastern New Mexico University 2002 - 2007
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, Community Outreach, Fundraising, Teaching, Public Speaking, Research
Education
Southern Methodist University
Doctor of Ministry
United Methodist Church June 2011 - Present
Waddell & Reed 2007 - 2011
Eastern New Mexico University 2002 - 2007
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, Community Outreach, Fundraising, Teaching, Public Speaking, Research
Education
Southern Methodist University
Doctor of Ministry
John Storm's Waddell & Reed Experience January 2006 - January 2011
Job Assistant Director at Bluestem Brands, Inc.
Industry Logistics and Supply Chain
Experience
Bluestem Brands, Inc. July 2015 - Present
Phillps and Temro industries, Inc. August 2014 - July 2015
McLaughlin Body Company May 2012 - August 2014
Waddell & Reed January 2006 - January 2011
Polaris Industries March 1998 - October 2005
UPS August 1983 - August 1995
Skills
Warehouse Management, Logistics Management, Order Fulfillment, Full P&L Responsibility, ERP Implementations, Operations Management, Distribution Center..., Management, Strategic Planning
Education
South Dakota School of Mines and Technology
Bachelor's Degree, Engineering Science
The University of South Dakota
Master of Business Administration (M.B.A.), Business Administration and Management, General
Bluestem Brands, Inc. July 2015 - Present
Phillps and Temro industries, Inc. August 2014 - July 2015
McLaughlin Body Company May 2012 - August 2014
Waddell & Reed January 2006 - January 2011
Polaris Industries March 1998 - October 2005
UPS August 1983 - August 1995
Skills
Warehouse Management, Logistics Management, Order Fulfillment, Full P&L Responsibility, ERP Implementations, Operations Management, Distribution Center..., Management, Strategic Planning
Education
South Dakota School of Mines and Technology
Bachelor's Degree, Engineering Science
The University of South Dakota
Master of Business Administration (M.B.A.), Business Administration and Management, General
LaVonne Galli's Waddell & Reed Experience January 2000 - Present
Job Division Office Admin at Waddell & Reed
Industry Financial Services
Experience
Waddell & Reed January 2000 - Present
Rudy E Facciani Co April 1972 - September 1985
Cal Farm Insurance March 1965 - January 1972
Education
Reedley High
San Francisco State University
Waddell & Reed January 2000 - Present
Rudy E Facciani Co April 1972 - September 1985
Cal Farm Insurance March 1965 - January 1972
Education
Reedley High
San Francisco State University
Lauri Spargo's Waddell & Reed Experience 2001 - 2005
Job Practice Manager; Associate Wealth Management Advisor at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual 2007 - Present
Raymond James 2005 - 2007
Waddell & Reed 2001 - 2005
New York State Assembly 1997 - 2001
Skills
Financial Planning, Strategic Planning, Finance, Management, Leadership, Investments, Process Improvement, Financial Analysis, Coaching, Life Insurance, Retirement, Wealth Management, Asset Allocation
Education
Guilderland Central High School
Sacred Heart University
Bachelor of Science, Economics
St Lawrence University
Economics
Northwestern Mutual 2007 - Present
Raymond James 2005 - 2007
Waddell & Reed 2001 - 2005
New York State Assembly 1997 - 2001
Skills
Financial Planning, Strategic Planning, Finance, Management, Leadership, Investments, Process Improvement, Financial Analysis, Coaching, Life Insurance, Retirement, Wealth Management, Asset Allocation
Education
Guilderland Central High School
Sacred Heart University
Bachelor of Science, Economics
St Lawrence University
Economics
Shawn Greenland, CFP®, ChFC®'s Waddell & Reed Experience August 2000 - January 2007
Job Financial Professional at Next Financial Group
Industry Financial Services
Experience
Next Financial Group, Mechanicsburg January 2007 - Present
Waddell & Reed August 2000 - January 2007
Skills
Investment Management, Financial Planning, Retirement Strategies, Estate Conservation, Education Planning, Life Insurance, Disability Insurance, Long Term Care Insurance
Education
Shippensburg University of Pennsylvania 1996 — 2000
Bachelor of Science in Business Administration, Finance
Next Financial Group, Mechanicsburg January 2007 - Present
Waddell & Reed August 2000 - January 2007
Skills
Investment Management, Financial Planning, Retirement Strategies, Estate Conservation, Education Planning, Life Insurance, Disability Insurance, Long Term Care Insurance
Education
Shippensburg University of Pennsylvania 1996 — 2000
Bachelor of Science in Business Administration, Finance
Dirk Lebar's Waddell & Reed Experience November 1998 - January 2006
Job Vice President at Dickinson Financial Corporation Academy Bank, a division of Armed Forces Bank
Industry Banking
Experience
Dickinson Financial Corporation - Academy Bank, a division of Armed Forces Bank 2012 - Present
Edward Jones August 2011 - March 2012
RPS Financial Group October 2008 - July 2011
Financial Industry Regulatory Authority June 2006 - October 2008
UMB Bank January 2006 - June 2006
Waddell & Reed November 1998 - January 2006
Skills
Financial Analysis, Financial Modeling, Strategic Planning, New Business Development, Retirement Planning, Leadership Development, Finance, FINRA Series 7, FINRA Series 10, FINRA Series 63, FINRA Series 65, Life and Health..., FINRA Examiner..., Financial Reporting, Financial Accounting, Change Management, Project Management, Program Management, Investments, Risk Management, Financial Services, Portfolio Management, Banking, Insurance, Leadership, Asset Allocation, Management, Analysis, Cash Management, Mutual Funds, Financial Risk, Retirement, Accounting, Regulatory Compliance, Auditing
Education
Rockhurst University 2003 — 2004
MBA, Business Administration
Rockhurst University
BA, Economics
Dickinson Financial Corporation - Academy Bank, a division of Armed Forces Bank 2012 - Present
Edward Jones August 2011 - March 2012
RPS Financial Group October 2008 - July 2011
Financial Industry Regulatory Authority June 2006 - October 2008
UMB Bank January 2006 - June 2006
Waddell & Reed November 1998 - January 2006
Skills
Financial Analysis, Financial Modeling, Strategic Planning, New Business Development, Retirement Planning, Leadership Development, Finance, FINRA Series 7, FINRA Series 10, FINRA Series 63, FINRA Series 65, Life and Health..., FINRA Examiner..., Financial Reporting, Financial Accounting, Change Management, Project Management, Program Management, Investments, Risk Management, Financial Services, Portfolio Management, Banking, Insurance, Leadership, Asset Allocation, Management, Analysis, Cash Management, Mutual Funds, Financial Risk, Retirement, Accounting, Regulatory Compliance, Auditing
Education
Rockhurst University 2003 — 2004
MBA, Business Administration
Rockhurst University
BA, Economics
T Rowe Price
The Blackstone Group
Pioneer Investments
Lazard
ING Investment Management
Deutsche Asset Management
Lazard Asset Management
Natixis Global Asset Management