Waddell & Reed
Industry: Asset management company
DescriptionWaddell & Reed Financial, Inc. is an American asset management and financial planning company founded in 1937. It has been a publicly traded company since 1998, and has its headquarters in Overland Park, Kansas. Headquarters: Shawnee Mission, Kansas, United States CEO: Philip J. Sanders (1 Aug 2016–) CFO: Mr. Benjamin R. Clouse Subsidiaries: IVY INVESTMENT MANAGEMENT CO,
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Waddell & Reed Employees
Employee
Years
Job
Industry
Paul Dow MS Paul Dow MS's Waddell & Reed Experience January 2014 - October 2014
Job Health IT and Interoperability Concierge
Industry Hospital & Health Care
Experience
American College of Cardiology June 2014 - Present
Waddell & Reed January 2014 - October 2014
American College of Cardiology 2012 - 2013
mai Services June 2011 - 2012
North Kansas City Hospital 2011 - 2012
HIMSS October 2010 - December 2010
Siemens Healthcare October 2007 - June 2010
Siemens Healthcare October 2005 - October 2007
Siemens Healthcare January 2002 - October 2005
Siemens Medical Solutions May 2000 - January 2002
Skills
Healthcare IT, Blogging, Clinical Decision..., Cerner, EMR, Knowledge Management, Information Security..., Radiation Safety, Medical Ethics, Public Health, Instructional Design, Taxonomy Development, Data Mining, MS Office Suite, InDesign, Website Development, IHE, Public Health..., Consumer Health..., Healthcare Information..., Information Security, Medical Imaging, Informatics, Radiology, Healthcare, Healthcare Industry, Hospitals, Patient Safety, Nursing, PACS, Cardiology, Medicine, EHR, Software Documentation, Digital Imaging, Oncology, Medical Devices, HIPAA, Clinical Trials, Healthcare Management, Healthcare Consulting, Inpatient, Medical Education
Education
University of Missouri-Columbia School of Medicine 2010 — 2011
MS, Health Informatics
Stephens College 2005 — 2008
BS, Health Science
St. Luke's School of Radiologic Technology 1992 — 1994
Certificate, Radiography and Medical Imaging
University of Missouri-Kansas City 1990 — 1992
General Education
American College of Cardiology June 2014 - Present
Waddell & Reed January 2014 - October 2014
American College of Cardiology 2012 - 2013
mai Services June 2011 - 2012
North Kansas City Hospital 2011 - 2012
HIMSS October 2010 - December 2010
Siemens Healthcare October 2007 - June 2010
Siemens Healthcare October 2005 - October 2007
Siemens Healthcare January 2002 - October 2005
Siemens Medical Solutions May 2000 - January 2002
Skills
Healthcare IT, Blogging, Clinical Decision..., Cerner, EMR, Knowledge Management, Information Security..., Radiation Safety, Medical Ethics, Public Health, Instructional Design, Taxonomy Development, Data Mining, MS Office Suite, InDesign, Website Development, IHE, Public Health..., Consumer Health..., Healthcare Information..., Information Security, Medical Imaging, Informatics, Radiology, Healthcare, Healthcare Industry, Hospitals, Patient Safety, Nursing, PACS, Cardiology, Medicine, EHR, Software Documentation, Digital Imaging, Oncology, Medical Devices, HIPAA, Clinical Trials, Healthcare Management, Healthcare Consulting, Inpatient, Medical Education
Education
University of Missouri-Columbia School of Medicine 2010 — 2011
MS, Health Informatics
Stephens College 2005 — 2008
BS, Health Science
St. Luke's School of Radiologic Technology 1992 — 1994
Certificate, Radiography and Medical Imaging
University of Missouri-Kansas City 1990 — 1992
General Education
Nicholas Sherf Nicholas Sherf's Waddell & Reed Experience November 2013 - July 2014
Job Wealth Management, Investments, & Acquisitions
Industry Consumer Services
Experience
Stanczyk Auto May 2009 - Present
Mariner Holdings September 2014 - November 2014
Waddell & Reed November 2013 - July 2014
Aramis November 2006 - January 2009
Merrill Lynch 2007 - 2007
Skills
Point of Purchase, Sales Management, Sales Operations, Sales, Direct Sales, Short Sales, Customer Acquisition, Acquisitions, Acquiring, Consulting, Commissioning, Computer Proficiency, Business Development, Marketing, Online Advertising, Advertising Research, Competitive Marketing..., Market Research, Client Development, Client Relations Skills, Document Management, Legal Documents, Strategic Selling, Selling, Automobile, Sales Presentations, Customer Service, Leadership, Team Building, Management
Education
University of Kansas 2005 — 2009
Bachelor of Science (BS), Economics
Stanczyk Auto May 2009 - Present
Mariner Holdings September 2014 - November 2014
Waddell & Reed November 2013 - July 2014
Aramis November 2006 - January 2009
Merrill Lynch 2007 - 2007
Skills
Point of Purchase, Sales Management, Sales Operations, Sales, Direct Sales, Short Sales, Customer Acquisition, Acquisitions, Acquiring, Consulting, Commissioning, Computer Proficiency, Business Development, Marketing, Online Advertising, Advertising Research, Competitive Marketing..., Market Research, Client Development, Client Relations Skills, Document Management, Legal Documents, Strategic Selling, Selling, Automobile, Sales Presentations, Customer Service, Leadership, Team Building, Management
Education
University of Kansas 2005 — 2009
Bachelor of Science (BS), Economics
Lynne Goodwin's Waddell & Reed Experience 2008 - Present
Job VP Institutional Relationship Management at Waddell & Reed
Industry Financial Services
Experience
Waddell & Reed 2008 - Present
American Century Investments 2005 - 2008
American Century Investments 2000 - 2005
Skills
Series 6, Series 7, Series 63, Mutual Funds, Retirement, Investments, Retirement Planning, QPA (Qualified Pension..., Strategic Financial..., 401k, Portfolio Management, Asset Allocation, Wealth Management, QKA (Qualified 401(k)..., Financial Services, Relationship Management
Education
University of Kansas
Bachelor of Science (BS), Business Administration and Management, General
Waddell & Reed 2008 - Present
American Century Investments 2005 - 2008
American Century Investments 2000 - 2005
Skills
Series 6, Series 7, Series 63, Mutual Funds, Retirement, Investments, Retirement Planning, QPA (Qualified Pension..., Strategic Financial..., 401k, Portfolio Management, Asset Allocation, Wealth Management, QKA (Qualified 401(k)..., Financial Services, Relationship Management
Education
University of Kansas
Bachelor of Science (BS), Business Administration and Management, General
Greg Young's Waddell & Reed Experience 2008 - 2010
Job President, Wealth Advisors | 2nd Half Wealth Architect | Retirement & Investment Services
Industry Investment Management
Experience
Wealth Advisors LLC 2010 - Present
Waddell & Reed 2008 - 2010
Freedom Wealth Management, Inc. 1998 - 2008
Brown & Brown 2002 - 2006
Skills
Retirement, IRAs, Financial Advisory, Retirement Planning, Investment Management, Roth IRA, Life Insurance, Estate Planning, Strategic Financial..., Social Security, Long Term Care Insurance, 401k Rollovers, Income for Life
Education
The George Washington University
Virginia Polytechnic Institute and State University
Wealth Advisors LLC 2010 - Present
Waddell & Reed 2008 - 2010
Freedom Wealth Management, Inc. 1998 - 2008
Brown & Brown 2002 - 2006
Skills
Retirement, IRAs, Financial Advisory, Retirement Planning, Investment Management, Roth IRA, Life Insurance, Estate Planning, Strategic Financial..., Social Security, Long Term Care Insurance, 401k Rollovers, Income for Life
Education
The George Washington University
Virginia Polytechnic Institute and State University
Fridtjov Markussen Fridtjov Markussen's Waddell & Reed Experience October 2009 - February 2013
Job Helping employers connect with association talent
Industry Information Technology and Services
Experience
Boxwood Technology February 2013 - Present
Waddell & Reed October 2009 - February 2013
TD Ameritrade September 2005 - June 2009
Legg Mason October 2000 - September 2005
Skills
New Business Development, Consultative Sales..., Human Resource..., Full-life Cycle..., Technical Recruiting, Training, Certified Financial..., Portfolio Management, Asset Management, Finance, Customer Service, Recruiting, Investments, Retirement Planning, Financial Services
Education
Swarthmore College 1990 — 1994
Bachelor of Arts (B.A.), Psychology
The American College
Certified Financial Planner Coursework
Boxwood Technology February 2013 - Present
Waddell & Reed October 2009 - February 2013
TD Ameritrade September 2005 - June 2009
Legg Mason October 2000 - September 2005
Skills
New Business Development, Consultative Sales..., Human Resource..., Full-life Cycle..., Technical Recruiting, Training, Certified Financial..., Portfolio Management, Asset Management, Finance, Customer Service, Recruiting, Investments, Retirement Planning, Financial Services
Education
Swarthmore College 1990 — 1994
Bachelor of Arts (B.A.), Psychology
The American College
Certified Financial Planner Coursework
Nguyen Huong Pham Nguyen Huong Pham's Waddell & Reed Experience January 2013 - April 2013
Job Audit Assistant at Deloitte
Industry Financial Services
Experience
Deloitte September 2015 - Present
Terry College of Business August 2014 - Present
Deloitte June 2014 - August 2014
Crossroads to Freedom Digital Archive January 2012 - May 2014
Worthscape, LLC. May 2013 - August 2013
Waddell & Reed January 2013 - April 2013
Rhodes College January 2012 - April 2013
Eastspring Investment Vietnam (formerly Prudential Asset Management) May 2011 - August 2011
Skills
Microsoft Excel, Microsoft Word, Premiere, Management, Research, Economic Statistics, Team Leadership, PowerPoint, Event Planning, Microsoft Office, Analysis, Fundraising, Teamwork, Project Planning, Nonprofits, Access, Data Analysis, Program Management, Public Speaking, English, Editing, Statistics, Leadership, SPSS, Financial Analysis, Outlook, Social Media, Market Research, French, Social Networking, Critical Thinking, Higher Education, Time Management, Community Outreach, Accounting, Volunteer Management, Event Management, Training, Qualitative Research, Budgets, Finance, Project Management, Public Relations, Strategic Planning
Education
The University of Georgia 2014 — 2015
Master's degree, Accountancy
Rhodes College 2010 — 2014
Bachelor of Arts (B.A.), Accounting and Finance
Le Hong Phong High School for the Gifted 2007 — 2010
Deloitte September 2015 - Present
Terry College of Business August 2014 - Present
Deloitte June 2014 - August 2014
Crossroads to Freedom Digital Archive January 2012 - May 2014
Worthscape, LLC. May 2013 - August 2013
Waddell & Reed January 2013 - April 2013
Rhodes College January 2012 - April 2013
Eastspring Investment Vietnam (formerly Prudential Asset Management) May 2011 - August 2011
Skills
Microsoft Excel, Microsoft Word, Premiere, Management, Research, Economic Statistics, Team Leadership, PowerPoint, Event Planning, Microsoft Office, Analysis, Fundraising, Teamwork, Project Planning, Nonprofits, Access, Data Analysis, Program Management, Public Speaking, English, Editing, Statistics, Leadership, SPSS, Financial Analysis, Outlook, Social Media, Market Research, French, Social Networking, Critical Thinking, Higher Education, Time Management, Community Outreach, Accounting, Volunteer Management, Event Management, Training, Qualitative Research, Budgets, Finance, Project Management, Public Relations, Strategic Planning
Education
The University of Georgia 2014 — 2015
Master's degree, Accountancy
Rhodes College 2010 — 2014
Bachelor of Arts (B.A.), Accounting and Finance
Le Hong Phong High School for the Gifted 2007 — 2010
Eddie Armstrong Eddie Armstrong's Waddell & Reed Experience May 2009 - December 2010
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. August 2014 - Present
Fullview Financial January 2011 - August 2014
Waddell & Reed May 2009 - December 2010
Education
The University of Georgia
Bachelor of Science, Family Financial Planning
Ameriprise Financial Services, Inc. August 2014 - Present
Fullview Financial January 2011 - August 2014
Waddell & Reed May 2009 - December 2010
Education
The University of Georgia
Bachelor of Science, Family Financial Planning
Anjel Bonner-Long's Waddell & Reed Experience May 2010 - August 2010
Job Financial Institution Specialist at Federal Deposit Insurance Corporation
Industry Banking
Experience
Federal Deposit Insurance Corporation February 2014 - Present
FDIC December 2011 - February 2014
Waddell & Reed May 2010 - August 2010
Bluff City Accounting Services June 2006 - May 2010
Skills
Outlook, PowerPoint, Financial Analysis, Microsoft Office, Budgets, Financial Reporting, Microsoft Excel, Nonprofits, Leadership, Microsoft Word, Research, Event Planning, Customer Service, Social Media, Public Speaking, Teamwork, SharePoint, Individual Work, Typing, Visual Basic, Internet Explorer, Community Outreach, Community Economic..., Banking
Education
The University of Memphis 2011 — 2013
Bachelor of Business Administration (B.B.A.), Accounting
University of Memphis 2003 — 2010
Bachelor of Business Administration (B.B.A.), International Business
Federal Deposit Insurance Corporation February 2014 - Present
FDIC December 2011 - February 2014
Waddell & Reed May 2010 - August 2010
Bluff City Accounting Services June 2006 - May 2010
Skills
Outlook, PowerPoint, Financial Analysis, Microsoft Office, Budgets, Financial Reporting, Microsoft Excel, Nonprofits, Leadership, Microsoft Word, Research, Event Planning, Customer Service, Social Media, Public Speaking, Teamwork, SharePoint, Individual Work, Typing, Visual Basic, Internet Explorer, Community Outreach, Community Economic..., Banking
Education
The University of Memphis 2011 — 2013
Bachelor of Business Administration (B.B.A.), Accounting
University of Memphis 2003 — 2010
Bachelor of Business Administration (B.B.A.), International Business
David Grodzicki's Waddell & Reed Experience October 2013 - Present
Job Training & Development Leader at Waddell & Reed
Industry Capital Markets
Experience
Waddell & Reed October 2013 - Present
UMB Bank, NA August 2011 - October 2013
American Century Investments January 1994 - August 2011
Skills
Training, Mutual Funds, Relationship Management, Investments, Financial Services, Series 63, Talent Management, Series 7, Management, Asset Allocation, Banking, Wealth Management, Strategic Financial..., Sales, Portfolio Management, Securities, Investment Advisory, Asset Management, Investment Strategies, Retirement, Investment Management, Risk Management, Business Strategy, Succession Planning, 401k, Retirement Planning, Series 6, Financial Advisory, Equities, FINRA, Financial Planning, Alternative Investments, Hold Series 7, Series 24
Education
Upper Iowa University 2010 — 2013
MBA, Organizational Development
University of Kansas 1988 — 1992
Bachelor of Science (BS), Business Administration and Management, General
Waddell & Reed October 2013 - Present
UMB Bank, NA August 2011 - October 2013
American Century Investments January 1994 - August 2011
Skills
Training, Mutual Funds, Relationship Management, Investments, Financial Services, Series 63, Talent Management, Series 7, Management, Asset Allocation, Banking, Wealth Management, Strategic Financial..., Sales, Portfolio Management, Securities, Investment Advisory, Asset Management, Investment Strategies, Retirement, Investment Management, Risk Management, Business Strategy, Succession Planning, 401k, Retirement Planning, Series 6, Financial Advisory, Equities, FINRA, Financial Planning, Alternative Investments, Hold Series 7, Series 24
Education
Upper Iowa University 2010 — 2013
MBA, Organizational Development
University of Kansas 1988 — 1992
Bachelor of Science (BS), Business Administration and Management, General
Ben Fields Ben Fields's Waddell & Reed Experience June 2008 - September 2009
Job MBA Student at the University of Oregon
Industry Accounting
Experience
The Integer Group December 2013 - August 2015
CAUTION: Brewing Company November 2013 - August 2014
Factory Design Labs July 2012 - December 2013
Vail Resorts February 2012 - July 2012
Vail Resorts August 2011 - February 2012
Kansas Department of Health and Environment November 2010 - August 2011
Intrawest December 2009 - April 2010
Waddell & Reed June 2008 - September 2009
Alpha Delta Pi January 2007 - January 2008
Skills
Budgets, Auditing, Access, Microsoft Excel, Finance, PeopleSoft, Accounts Payable, Management, Analysis, Time Management, Customer Service, Data Analysis, Sales, Training
Education
University of Oregon - Charles H. Lundquist College of Business 2015 — 2016
Master of Business Administration (M.B.A.), Sustainable Business Practices
University of Kansas 2010 — 2011
Bachelor of Science, Accounting
The University of Kansas 2005 — 2009
Bachelor’s Degree, Finance
Consortium Institute for Management & Business Analysis (CIMBA) 2008 — 2008
Shawnee Mission South 2001 — 2005
The Integer Group December 2013 - August 2015
CAUTION: Brewing Company November 2013 - August 2014
Factory Design Labs July 2012 - December 2013
Vail Resorts February 2012 - July 2012
Vail Resorts August 2011 - February 2012
Kansas Department of Health and Environment November 2010 - August 2011
Intrawest December 2009 - April 2010
Waddell & Reed June 2008 - September 2009
Alpha Delta Pi January 2007 - January 2008
Skills
Budgets, Auditing, Access, Microsoft Excel, Finance, PeopleSoft, Accounts Payable, Management, Analysis, Time Management, Customer Service, Data Analysis, Sales, Training
Education
University of Oregon - Charles H. Lundquist College of Business 2015 — 2016
Master of Business Administration (M.B.A.), Sustainable Business Practices
University of Kansas 2010 — 2011
Bachelor of Science, Accounting
The University of Kansas 2005 — 2009
Bachelor’s Degree, Finance
Consortium Institute for Management & Business Analysis (CIMBA) 2008 — 2008
Shawnee Mission South 2001 — 2005
Luc Kocher Luc Kocher's Waddell & Reed Experience January 2012 - July 2014
Job Brown Brother's Harriman Specialist
Industry Financial Services
Experience
Brown Brothers Harriman August 2014 - Present
Waddell & Reed January 2012 - July 2014
Susquehanna University August 2010 - May 2014
Lowes May 2012 - August 2013
Skills
Corporate Finance, Financial Analysis, Financial Accounting, Economics, Regression Models, Regression Analysis, Microsoft Excel, Microsoft Word, Portfolio Management, Finance, Investments, Sales
Education
Susquehanna University 2010 — 2014
Bachelor of Science (B.S.), Finance and Economics, 3.8
Brown Brothers Harriman August 2014 - Present
Waddell & Reed January 2012 - July 2014
Susquehanna University August 2010 - May 2014
Lowes May 2012 - August 2013
Skills
Corporate Finance, Financial Analysis, Financial Accounting, Economics, Regression Models, Regression Analysis, Microsoft Excel, Microsoft Word, Portfolio Management, Finance, Investments, Sales
Education
Susquehanna University 2010 — 2014
Bachelor of Science (B.S.), Finance and Economics, 3.8
John Legate's Waddell & Reed Experience July 2013 - Present
Job Manager, IT Compliance at Waddell & Reed
Industry Information Technology and Services
Experience
Waddell & Reed July 2013 - Present
Trias Consulting (formerly Wrealm Solutions) February 2005 - June 2013
Health First Health Plans May 2003 - January 2005
Lockton Companies February 2001 - November 2002
Elmwood Consulting Group January 1998 - January 2001
Towers Watson (formerly Towers Perrin) February 1995 - December 1997
NYLCare Health Plans (formerly Sanus/New York Life Health Plans) November 1991 - January 1995
Skills
Process Improvement, Project Management, Program Management, Risk Management, Strategic Planning, Solution Implementation, Applications..., Oracle PL/SQL..., MS SQL Development, Integration, Systems Analysis, Employee Benefits, Management, Strategy, Business Process
Education
Texas Tech University - Rawls College of Business 1986 — 1990
BBA, Accounting
Klein High School 1982 — 1986
High School Diploma
Waddell & Reed July 2013 - Present
Trias Consulting (formerly Wrealm Solutions) February 2005 - June 2013
Health First Health Plans May 2003 - January 2005
Lockton Companies February 2001 - November 2002
Elmwood Consulting Group January 1998 - January 2001
Towers Watson (formerly Towers Perrin) February 1995 - December 1997
NYLCare Health Plans (formerly Sanus/New York Life Health Plans) November 1991 - January 1995
Skills
Process Improvement, Project Management, Program Management, Risk Management, Strategic Planning, Solution Implementation, Applications..., Oracle PL/SQL..., MS SQL Development, Integration, Systems Analysis, Employee Benefits, Management, Strategy, Business Process
Education
Texas Tech University - Rawls College of Business 1986 — 1990
BBA, Accounting
Klein High School 1982 — 1986
High School Diploma
Dennis O'Hara's Waddell & Reed Experience February 2010 - April 2010
Job Financial Analyst Wells Fargo Global Bank
Industry Banking
Experience
Wells Fargo - Global Banking April 2013 - Present
Wells Fargo Bank N.A. July 2011 - March 2013
Wachovia, A Wells Fargo Company June 2010 - July 2011
Waddell & Reed February 2010 - April 2010
U.S. Department of Commerce, U.S Commercial Service May 2009 - August 2009
Skills
Banking, Credit, Financial Analysis, Loans, Credit Analysis, Small Business Lending, Trade Finance, Commercial Banking, Consumer Lending, Investments
Education
St. Louis University, Madrid
Susquehanna University
Wells Fargo - Global Banking April 2013 - Present
Wells Fargo Bank N.A. July 2011 - March 2013
Wachovia, A Wells Fargo Company June 2010 - July 2011
Waddell & Reed February 2010 - April 2010
U.S. Department of Commerce, U.S Commercial Service May 2009 - August 2009
Skills
Banking, Credit, Financial Analysis, Loans, Credit Analysis, Small Business Lending, Trade Finance, Commercial Banking, Consumer Lending, Investments
Education
St. Louis University, Madrid
Susquehanna University
Diane Coe Dercher, CFP® Diane Coe Dercher, CFP®'s Waddell & Reed Experience 1990 - 2008
Job Advisor at Wealth Management Advisors, Inc.
Industry Financial Services
Experience
Wealth Management Advisors, Inc. March 2011 - Present
Waddell & Reed 1990 - 2008
Skills
Investments, Finance, Financial Analysis, Strategic Planning, Strategy, Asset Management, New Business Development, Certified Financial..., Personal Financial..., Economic Data Analysis, Economic Research, Strategic Financial..., Management, Process Improvement, Investment Management, Financial Planning
Education
Pembroke Hill
University of Kansas
BA, Economics, Mathematics
University of Missouri-Kansas City
Master of Business Administration (MBA), Finance
Wealth Management Advisors, Inc. March 2011 - Present
Waddell & Reed 1990 - 2008
Skills
Investments, Finance, Financial Analysis, Strategic Planning, Strategy, Asset Management, New Business Development, Certified Financial..., Personal Financial..., Economic Data Analysis, Economic Research, Strategic Financial..., Management, Process Improvement, Investment Management, Financial Planning
Education
Pembroke Hill
University of Kansas
BA, Economics, Mathematics
University of Missouri-Kansas City
Master of Business Administration (MBA), Finance
Chris Jameson's Waddell & Reed Experience May 2007 - December 2009
Job Regional Vice President at Ivy Funds Distributor, Inc.
Industry Financial Services
Experience
Ivy Funds Distributor, Inc. January 2014 - Present
Ivy Funds Distributor, Inc. December 2009 - December 2013
Waddell & Reed May 2007 - December 2009
Education
University of Kansas 2002 — 2006
Bachelor of Business Administration, Finance
Ivy Funds Distributor, Inc. January 2014 - Present
Ivy Funds Distributor, Inc. December 2009 - December 2013
Waddell & Reed May 2007 - December 2009
Education
University of Kansas 2002 — 2006
Bachelor of Business Administration, Finance
Ginger Lackman, PMP Ginger Lackman, PMP's Waddell & Reed Experience June 2006 - April 2007
Job Program Manager at FINEOS
Industry Financial Services
Experience
FINEOS July 2011 - Present
Lincoln Financial Group March 2010 - June 2011
Americo Financial Life and Annuity Insurance Company January 2008 - March 2010
Coldwater Creek April 2007 - January 2008
Waddell & Reed June 2006 - April 2007
American Century Investments February 2003 - June 2006
American Century Investments February 1998 - February 2003
Ernst & Young July 1996 - February 1998
Providence Medical Center December 1993 - July 1996
Saint Luke's Health System June 1989 - November 1993
Skills
Microsoft Office, Product Development, Salesforce.com, Software Implementation, Process Engineering, Business Analysis, SDLC, Requirements Analysis, Software Project..., Vendor Management, Project Planning, Project Management, MS Project, Project Delivery, Software Quality..., Consulting, Software Consulting, Coaching, Mentoring Of Staff, Requirements Gathering, Process Improvement, Visio, Integration, Business Process..., Business Intelligence, Project Portfolio..., CRM, Change Management, Program Management, Program Coordination, Strategy, Outsourcing, Management, Risk Management, Resource Management, Leadership, Governance, PMP, Enterprise Software, PMO, IT Strategy, Testing, Agile Project Management, IT Management, Agile Methodologies, Enterprise Architecture, SharePoint, Business Requirements, Waterfall, Microsoft Project
Education
The George Washington University
FINEOS July 2011 - Present
Lincoln Financial Group March 2010 - June 2011
Americo Financial Life and Annuity Insurance Company January 2008 - March 2010
Coldwater Creek April 2007 - January 2008
Waddell & Reed June 2006 - April 2007
American Century Investments February 2003 - June 2006
American Century Investments February 1998 - February 2003
Ernst & Young July 1996 - February 1998
Providence Medical Center December 1993 - July 1996
Saint Luke's Health System June 1989 - November 1993
Skills
Microsoft Office, Product Development, Salesforce.com, Software Implementation, Process Engineering, Business Analysis, SDLC, Requirements Analysis, Software Project..., Vendor Management, Project Planning, Project Management, MS Project, Project Delivery, Software Quality..., Consulting, Software Consulting, Coaching, Mentoring Of Staff, Requirements Gathering, Process Improvement, Visio, Integration, Business Process..., Business Intelligence, Project Portfolio..., CRM, Change Management, Program Management, Program Coordination, Strategy, Outsourcing, Management, Risk Management, Resource Management, Leadership, Governance, PMP, Enterprise Software, PMO, IT Strategy, Testing, Agile Project Management, IT Management, Agile Methodologies, Enterprise Architecture, SharePoint, Business Requirements, Waterfall, Microsoft Project
Education
The George Washington University
Patrick Van Nice Patrick Van Nice's Waddell & Reed Experience August 1999 - December 2002
Job Principal Interior Designer at Van Nice Design
Industry Design
Experience
Van Nice Design October 2010 - Present
Van Nice Design December 2014 - Present
Better Life Group December 2002 - October 2010
Waddell & Reed August 1999 - December 2002
Ethan Allen March 1992 - May 1999
Residential Remodeling September 1988 - March 1992
Ethan Allen May 1986 - September 1988
Design Direction Home Furnishings June 1984 - May 1986
Skills
Interior Design, Residential, Strategic Planning, Small Business, Blogging, Social Media, Public Speaking, Financial Planning, Writing, Retail
Education
The American College 2000 — 2002
Certified Financial Planning
University of Northern Iowa 1978 — 1983
BS, General Science, Art
Van Nice Design October 2010 - Present
Van Nice Design December 2014 - Present
Better Life Group December 2002 - October 2010
Waddell & Reed August 1999 - December 2002
Ethan Allen March 1992 - May 1999
Residential Remodeling September 1988 - March 1992
Ethan Allen May 1986 - September 1988
Design Direction Home Furnishings June 1984 - May 1986
Skills
Interior Design, Residential, Strategic Planning, Small Business, Blogging, Social Media, Public Speaking, Financial Planning, Writing, Retail
Education
The American College 2000 — 2002
Certified Financial Planning
University of Northern Iowa 1978 — 1983
BS, General Science, Art
Christopher DeCilio, CFP® Christopher DeCilio, CFP®'s Waddell & Reed Experience January 1998 - June 2002
Job Financial Advisor
Industry Financial Services
Experience
DeCilio Financial Advisors, Inc. January 2013 - Present
FSC Securities June 2002 - January 2013
Waddell & Reed January 1998 - June 2002
Education
Syracuse University 1988 — 1992
BS, Accounting
DeCilio Financial Advisors, Inc. January 2013 - Present
FSC Securities June 2002 - January 2013
Waddell & Reed January 1998 - June 2002
Education
Syracuse University 1988 — 1992
BS, Accounting
Kyle Welker's Waddell & Reed Experience February 2009 - September 2011
Job Wealth Strategist at FMB Advisors
Industry Financial Services
Experience
FMB Advisors January 2014 - Present
oXYGen Financial Inc March 2013 - March 2014
E*TRADE Financial September 2011 - March 2013
Waddell & Reed February 2009 - September 2011
Volunteer Income Tax Assistance Program January 2008 - April 2008
New York Life Insurance Company January 2007 - January 2008
Universal Financial Group January 2002 - August 2003
Skills
Strategic Financial..., Securities, Investments, Asset Management, Retirement Planning, Fixed Income, Series 7, Portfolio Management, Wealth Management, Equities, Financial Advisory, Financial Planners, Estate Planning, Financial Analysis, Relationship Management, Life Insurance, Asset Managment, Retirement, Investment Strategies
Education
The University of Georgia 2003 — 2008
Bachelors, Family Financial Planning
FMB Advisors January 2014 - Present
oXYGen Financial Inc March 2013 - March 2014
E*TRADE Financial September 2011 - March 2013
Waddell & Reed February 2009 - September 2011
Volunteer Income Tax Assistance Program January 2008 - April 2008
New York Life Insurance Company January 2007 - January 2008
Universal Financial Group January 2002 - August 2003
Skills
Strategic Financial..., Securities, Investments, Asset Management, Retirement Planning, Fixed Income, Series 7, Portfolio Management, Wealth Management, Equities, Financial Advisory, Financial Planners, Estate Planning, Financial Analysis, Relationship Management, Life Insurance, Asset Managment, Retirement, Investment Strategies
Education
The University of Georgia 2003 — 2008
Bachelors, Family Financial Planning
Giannina Toaxen Giannina Toaxen's Waddell & Reed Experience December 2012 - March 2013
Job Compliance, Customer Service and Investor Relations Specialist
Industry Financial Services
Experience
Westside Investment Management, LLC June 2013 - February 2014
Waddell & Reed December 2012 - March 2013
Metropolitan I&T May 2010 - July 2011
Ameriprice Financial Securities Inc. October 2010 - January 2011
COAST ASSET MANAGEMENT, LLC May 2008 - June 2009
THE ESTATE MANAGEMENT GROUP July 2006 - May 2008
TD WATERHOUSE SECURITIES INC February 1992 - July 2003
Skills
AML, Securities, Hedge Funds, Mutual Funds, Series 7, Portfolio Management, Asset Management, Investments, Training, Risk Management, Banking, Wealth Management, Finance, Asset Managment, Alternative Investments, Equities, Capital Markets, Languages, ENGLISH, ROMANIAN, Financial Services, Anti Money Laundering
Education
The Ohio State University
Bachelor of Arts (B.A.), Theater
Westside Investment Management, LLC June 2013 - February 2014
Waddell & Reed December 2012 - March 2013
Metropolitan I&T May 2010 - July 2011
Ameriprice Financial Securities Inc. October 2010 - January 2011
COAST ASSET MANAGEMENT, LLC May 2008 - June 2009
THE ESTATE MANAGEMENT GROUP July 2006 - May 2008
TD WATERHOUSE SECURITIES INC February 1992 - July 2003
Skills
AML, Securities, Hedge Funds, Mutual Funds, Series 7, Portfolio Management, Asset Management, Investments, Training, Risk Management, Banking, Wealth Management, Finance, Asset Managment, Alternative Investments, Equities, Capital Markets, Languages, ENGLISH, ROMANIAN, Financial Services, Anti Money Laundering
Education
The Ohio State University
Bachelor of Arts (B.A.), Theater
Emily Rademacher Emily Rademacher's Waddell & Reed Experience January 2007 - September 2008
Job Administrative Specialist
Industry Government Administration
Experience
Bureau of Reclamation September 2010 - August 2014
University of New Mexico December 2009 - September 2010
Waddell & Reed January 2007 - September 2008
Albuquerque Thunderbirds November 2005 - January 2008
Skills
Financial Analysis, Account Analysis, Financial Reporting, Customer Service, Problem Analysis, Process Improvement, Reconciliation, Month-End Close, Research, Time Management, Collaboration, Accounting Principles, Accounting Processes, Accounting Standards, Budgeting, Cost Analysis, Cost Reduction, Desire to Learn, Diplomacy, Entrepreneurial Thinking, Financial Concepts, Financial Management, Financial Systems, Adaptability, Income/Expenses, Investment Principles, Microsoft Excel, Microsoft Word, Microsoft Access, Microsoft Outlook, Perseverance, Prioritization, Profit and Loss, Project Management, Relationship Management, Revenue Recognition, SAP, Securities, Self-directed, Trend Analysis, Risk Analysis, Government, Compliance, Regulations, Budgets, Microsoft Office, Public Speaking, Managerial Finance
Education
The University of New Mexico - Robert O. Anderson School of Management 2008 — 2010
Master of Business Administration (M.B.A.), Accounting and Finance, 3.5
The University of New Mexico - Robert O. Anderson School of Management 2002 — 2006
Bachelor's of Business Administration (B.B.A), Business Administration
Bureau of Reclamation September 2010 - August 2014
University of New Mexico December 2009 - September 2010
Waddell & Reed January 2007 - September 2008
Albuquerque Thunderbirds November 2005 - January 2008
Skills
Financial Analysis, Account Analysis, Financial Reporting, Customer Service, Problem Analysis, Process Improvement, Reconciliation, Month-End Close, Research, Time Management, Collaboration, Accounting Principles, Accounting Processes, Accounting Standards, Budgeting, Cost Analysis, Cost Reduction, Desire to Learn, Diplomacy, Entrepreneurial Thinking, Financial Concepts, Financial Management, Financial Systems, Adaptability, Income/Expenses, Investment Principles, Microsoft Excel, Microsoft Word, Microsoft Access, Microsoft Outlook, Perseverance, Prioritization, Profit and Loss, Project Management, Relationship Management, Revenue Recognition, SAP, Securities, Self-directed, Trend Analysis, Risk Analysis, Government, Compliance, Regulations, Budgets, Microsoft Office, Public Speaking, Managerial Finance
Education
The University of New Mexico - Robert O. Anderson School of Management 2008 — 2010
Master of Business Administration (M.B.A.), Accounting and Finance, 3.5
The University of New Mexico - Robert O. Anderson School of Management 2002 — 2006
Bachelor's of Business Administration (B.B.A), Business Administration
Sharain Taylor Sharain Taylor's Waddell & Reed Experience October 2005 - August 2011
Job Financial Advisor, Chartered Retirement Planning Counselor at Parkland Securities, LLC
Industry Financial Services
Experience
Parkland Securities, LLC (formerly Sammons Securities) August 2011 - Present
Waddell & Reed October 2005 - August 2011
JP Morgan Chase Securities 2002 - 2004
Charles Schwab & Company 1991 - 2001
Education
Texas Tech University
Bachelor of Business Administration (BBA), Finance
The University of Dallas
Master of Business Administration (MBA), Finance and Financial Management Services
Parkland Securities, LLC (formerly Sammons Securities) August 2011 - Present
Waddell & Reed October 2005 - August 2011
JP Morgan Chase Securities 2002 - 2004
Charles Schwab & Company 1991 - 2001
Education
Texas Tech University
Bachelor of Business Administration (BBA), Finance
The University of Dallas
Master of Business Administration (MBA), Finance and Financial Management Services
Aspen Sullivan's Waddell & Reed Experience May 2012 - July 2012
Job University of Kansas Business Graduate
Industry Management Consulting
Experience
Genesis Health Clubs August 2015 - Present
The University of Kansas August 2014 - May 2015
Catholic Charities of Northeast Kansas April 2014 - August 2014
EatStreet June 2013 - December 2013
Business Ethics Alliance October 2012 - April 2013
Enactus at Creighton University April 2012 - December 2012
Waddell & Reed May 2012 - July 2012
Skills
Microsoft Office, Public Speaking, Time Management, Teamwork, Research, PowerPoint, Leadership, Microsoft Word, Microsoft Excel, Social Networking, Event Planning, Social Media, Entrepreneurship, Human Resources, Customer Service, Management, Communication, Outlook, Marketing, Strategic Planning, Social Media Marketing, Sales, Budgets, Public Relations, Team Leadership, Training, Nonprofits, Facebook, Fundraising, Team Building, Customer Satisfaction, Project Management, Marketing Strategy
Education
The University of Kansas 2015 — 2015
ACE Certification Course, Personal Training
University of Kansas 2013 — 2015
Bachelor of Business Administration (B.B.A.), Human Resources Management/Personnel Administration and Entrepreneurship
Creighton University 2011 — 2012
General Studies, Business Administration and Management, General
Genesis Health Clubs August 2015 - Present
The University of Kansas August 2014 - May 2015
Catholic Charities of Northeast Kansas April 2014 - August 2014
EatStreet June 2013 - December 2013
Business Ethics Alliance October 2012 - April 2013
Enactus at Creighton University April 2012 - December 2012
Waddell & Reed May 2012 - July 2012
Skills
Microsoft Office, Public Speaking, Time Management, Teamwork, Research, PowerPoint, Leadership, Microsoft Word, Microsoft Excel, Social Networking, Event Planning, Social Media, Entrepreneurship, Human Resources, Customer Service, Management, Communication, Outlook, Marketing, Strategic Planning, Social Media Marketing, Sales, Budgets, Public Relations, Team Leadership, Training, Nonprofits, Facebook, Fundraising, Team Building, Customer Satisfaction, Project Management, Marketing Strategy
Education
The University of Kansas 2015 — 2015
ACE Certification Course, Personal Training
University of Kansas 2013 — 2015
Bachelor of Business Administration (B.B.A.), Human Resources Management/Personnel Administration and Entrepreneurship
Creighton University 2011 — 2012
General Studies, Business Administration and Management, General
Katrina Mobley Katrina Mobley's Waddell & Reed Experience August 2007 - March 2009
Job Human Resources Technician at DeKalb County School District
Industry Executive Office
Experience
DeKalb County October 2012 - Present
M.O.T. Financial Services, LLC July 2011 - September 2012
The Georgia Group- An Office of New England Financial March 2010 - December 2011
Waddell & Reed August 2007 - March 2009
University of West Georgia May 2004 - June 2007
Skills
Event Planning, Meeting Planning, PowerPoint, Microsoft Excel, Organization, Microsoft Office, Office Management, Office Administration, Leadership, Management, Marketing, Training, Budgets, Recruiting
Education
Strayer University 2014 — 2017
Master's Degree, Human Resources Management: Organizational Development
University of West Georgia 2000 — 2004
BBA, Management
Decatur High School 1996 — 2000
High School
DeKalb County October 2012 - Present
M.O.T. Financial Services, LLC July 2011 - September 2012
The Georgia Group- An Office of New England Financial March 2010 - December 2011
Waddell & Reed August 2007 - March 2009
University of West Georgia May 2004 - June 2007
Skills
Event Planning, Meeting Planning, PowerPoint, Microsoft Excel, Organization, Microsoft Office, Office Management, Office Administration, Leadership, Management, Marketing, Training, Budgets, Recruiting
Education
Strayer University 2014 — 2017
Master's Degree, Human Resources Management: Organizational Development
University of West Georgia 2000 — 2004
BBA, Management
Decatur High School 1996 — 2000
High School
Andrew Haley Andrew Haley's Waddell & Reed Experience May 2010 - June 2011
Job FI Trading at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. May 2014 - Present
Raymond James Financial Inc. June 2011 - May 2014
Waddell & Reed May 2010 - June 2011
Skills
Customer Service, Financial Analysis, Building Relationships, Financial Accounting, Series 7, Fixed Income, Bloomberg, Finance, Retirement Planning, Management, Microsoft Excel, Portfolio Management, Trading, Team Building, Strategic Financial...
Education
Union University 2008 — 2010
Bachelor of Business Administration (B.B.A.), Accounting
The University of Memphis 2006 — 2008
Raymond James Financial Inc. May 2014 - Present
Raymond James Financial Inc. June 2011 - May 2014
Waddell & Reed May 2010 - June 2011
Skills
Customer Service, Financial Analysis, Building Relationships, Financial Accounting, Series 7, Fixed Income, Bloomberg, Finance, Retirement Planning, Management, Microsoft Excel, Portfolio Management, Trading, Team Building, Strategic Financial...
Education
Union University 2008 — 2010
Bachelor of Business Administration (B.B.A.), Accounting
The University of Memphis 2006 — 2008
Nick Kovich's Waddell & Reed Experience June 1982 - March 1988
Job Managing Partner at Beach Investment Counsel
Industry Financial Services
Experience
Beach Investment Counsel November 2011 - Present
Chemical Heritage Foundation February 2010 - Present
Conestoga Capital Advisors 2002 - Present
Kovich Capital Management January 2001 - Present
Pennsylvania Horticultural Society 2001 - Present
Milestone Funds January 2006 - December 2011
Morgan Stanley Investment Management January 1996 - January 2001
Miller Anderson & Sherrerd April 1988 - December 1995
Waddell & Reed June 1982 - March 1988
Amoco Oil Company June 1981 - May 1982
Skills
Alternative Investments, Mutual Funds, Investments, Management, Nonprofits, Private Equity, Portfolio Management, Investment Management, Funding, Equities, Investment Strategies, Hedge Funds, Fixed Income, Asset Management, Equity Research, Asset Allocation, Securities, Emerging Markets
Education
The University of Kansas 1979 — 1981
MBA, Finance
University of Kansas 1974 — 1979
BS Cum Laude, Chemical Engineering
Beach Investment Counsel November 2011 - Present
Chemical Heritage Foundation February 2010 - Present
Conestoga Capital Advisors 2002 - Present
Kovich Capital Management January 2001 - Present
Pennsylvania Horticultural Society 2001 - Present
Milestone Funds January 2006 - December 2011
Morgan Stanley Investment Management January 1996 - January 2001
Miller Anderson & Sherrerd April 1988 - December 1995
Waddell & Reed June 1982 - March 1988
Amoco Oil Company June 1981 - May 1982
Skills
Alternative Investments, Mutual Funds, Investments, Management, Nonprofits, Private Equity, Portfolio Management, Investment Management, Funding, Equities, Investment Strategies, Hedge Funds, Fixed Income, Asset Management, Equity Research, Asset Allocation, Securities, Emerging Markets
Education
The University of Kansas 1979 — 1981
MBA, Finance
University of Kansas 1974 — 1979
BS Cum Laude, Chemical Engineering
Travis Postlethwaite's Waddell & Reed Experience 1999 - 2001
Job Sr. Vice President of Annuity Sales
Industry Insurance
Experience
Creative Marketing March 2012 - Present
Financial Independence Group January 2011 - February 2012
Creative Marketing September 2004 - January 2011
Personalized Brokerage Services 2001 - 2004
Waddell & Reed 1999 - 2001
Skills
Financial Advisory, Financial Services, Fixed Annuities, IRAs, Insurance, Life Insurance, Marketing, Mutual Funds, Retirement, Retirement Planning, Sales, Series 7, Term Life Insurance, Variable Annuities
Education
The University of Kansas 1995 — 1999
BS, Sports Administration
Creative Marketing March 2012 - Present
Financial Independence Group January 2011 - February 2012
Creative Marketing September 2004 - January 2011
Personalized Brokerage Services 2001 - 2004
Waddell & Reed 1999 - 2001
Skills
Financial Advisory, Financial Services, Fixed Annuities, IRAs, Insurance, Life Insurance, Marketing, Mutual Funds, Retirement, Retirement Planning, Sales, Series 7, Term Life Insurance, Variable Annuities
Education
The University of Kansas 1995 — 1999
BS, Sports Administration
Sean Christine Sean Christine's Waddell & Reed Experience January 2008 - March 2011
Job Chief, Membership Services Division at Pennsylvania Municipal Retirement System
Industry Financial Services
Experience
Pennsylvania Municipal Retirement System December 2012 - Present
Selinsgrove, PA January 2010 - December 2013
McCann School of Business & Technology July 2009 - June 2011
Waddell & Reed January 2008 - March 2011
First National Bank of PA 2011 - 2011
Skills
Personnel Management, Organization, Operations Management, Public Speaking, Public Relations, Local Government, Marketing, Fundraising, Public Budgeting, Investment Advisory, Event Planning, Event Management, Community Development, Economic Development, Curriculum Development, Teaching, Volunteer Management, Emergency Management, Weapons of Mass..., Military Operations, Law Enforcement..., Sales, Comprehensive Planning, Life Insurance, Personal Tax Planning, Retirement Planning, Estate Planning, Consumer Lending, Small Business Lending
Education
Temple University - Fox School of Business and Management 1992 — 1996
Bachelor of Business Administration (BBA), Economics and Finance
Selinsgrove Area High School 1988 — 1992
Pennsylvania Municipal Retirement System December 2012 - Present
Selinsgrove, PA January 2010 - December 2013
McCann School of Business & Technology July 2009 - June 2011
Waddell & Reed January 2008 - March 2011
First National Bank of PA 2011 - 2011
Skills
Personnel Management, Organization, Operations Management, Public Speaking, Public Relations, Local Government, Marketing, Fundraising, Public Budgeting, Investment Advisory, Event Planning, Event Management, Community Development, Economic Development, Curriculum Development, Teaching, Volunteer Management, Emergency Management, Weapons of Mass..., Military Operations, Law Enforcement..., Sales, Comprehensive Planning, Life Insurance, Personal Tax Planning, Retirement Planning, Estate Planning, Consumer Lending, Small Business Lending
Education
Temple University - Fox School of Business and Management 1992 — 1996
Bachelor of Business Administration (BBA), Economics and Finance
Selinsgrove Area High School 1988 — 1992
Ben Carson Ben Carson's Waddell & Reed Experience August 2009 - April 2013
Job Investment Counselor at Fisher Investments
Industry Research
Experience
Fisher Investments May 2013 - Present
Ducks Unlimited Vancouver Chapter August 2009 - Present
Waddell & Reed August 2009 - April 2013
Skills
Business Development, Relationship Management, Investment Strategies, Investment Advisory, Strategic Financial..., Microsoft Excel, Financial Modeling, Financial Analysis, Risk Management, Cash Flow Optimization, Finance, Marketing, Accounting
Education
The American College 2012 — 2014
Certified Financial Planner, Personal Financial Planning
Washington State University - College of Business and Economics 2005 — 2009
B.A. Business Administration, Finance
Fisher Investments May 2013 - Present
Ducks Unlimited Vancouver Chapter August 2009 - Present
Waddell & Reed August 2009 - April 2013
Skills
Business Development, Relationship Management, Investment Strategies, Investment Advisory, Strategic Financial..., Microsoft Excel, Financial Modeling, Financial Analysis, Risk Management, Cash Flow Optimization, Finance, Marketing, Accounting
Education
The American College 2012 — 2014
Certified Financial Planner, Personal Financial Planning
Washington State University - College of Business and Economics 2005 — 2009
B.A. Business Administration, Finance
Kathleen Bowen, CFP, CLU, ChFC, CC, EWS's Waddell & Reed Experience September 1982 - June 1987
Job President/Owner Mind's Eye Resource Management, LLC
Industry Financial Services
Experience
Mind's Eye Resource Management, LLC September 1998 - Present
MetLife January 1987 - September 1998
Waddell & Reed September 1982 - June 1987
Skills
Nationally Recognized..., Certified Financial..., Chartered Life..., Chartered Financial..., Regional Vice President..., Professional Chef..., Owner of International..., Certified Wine Judge, Chair of Colorado State..., Individual Life, Public Speaking, Financial Advisory, Wine, Wealth Management, Retirement Planning, Investments, Strategic Financial..., Retirement, Food, Strategic Planning, Alternative Investments, Sales Management, Insurance, Wealth Management..., Business Planning, Financial Services, Fixed Annuities, Estate Planning, Small Business, 401k, IRAs, Wealth, Life Insurance, Series 7, Executive Management, Investment Advisory, Mutual Funds, Long-term Care, Financial Planners, Asset Allocation, FINRA, 401k Rollovers, Asset Management, Series 63, Variable Annuities, Financial Planning
Education
Syracuse University
BS, Communications
Northwestern Lehigh High School 1972 — 1976
HS Diploma, College Prep
Mind's Eye Resource Management, LLC September 1998 - Present
MetLife January 1987 - September 1998
Waddell & Reed September 1982 - June 1987
Skills
Nationally Recognized..., Certified Financial..., Chartered Life..., Chartered Financial..., Regional Vice President..., Professional Chef..., Owner of International..., Certified Wine Judge, Chair of Colorado State..., Individual Life, Public Speaking, Financial Advisory, Wine, Wealth Management, Retirement Planning, Investments, Strategic Financial..., Retirement, Food, Strategic Planning, Alternative Investments, Sales Management, Insurance, Wealth Management..., Business Planning, Financial Services, Fixed Annuities, Estate Planning, Small Business, 401k, IRAs, Wealth, Life Insurance, Series 7, Executive Management, Investment Advisory, Mutual Funds, Long-term Care, Financial Planners, Asset Allocation, FINRA, 401k Rollovers, Asset Management, Series 63, Variable Annuities, Financial Planning
Education
Syracuse University
BS, Communications
Northwestern Lehigh High School 1972 — 1976
HS Diploma, College Prep
Lloyd R. White, Jr.'s Waddell & Reed Experience 1997 - 1998
Job Senior Mortgage Banker NMLS 119465
Industry Financial Services
Experience
Summit Mortgage Corporation NMLS 3236 January 2009 - Present
New America Capital May 2008 - January 2009
First Source Mortgage, Inc. 2005 - 2008
Eykis Financial Services 1998 - 2005
Waddell & Reed 1997 - 1998
Skills
USDA Rural Housing, FHA financing, VA financing, Conventional, Refinance, First Time Home Buyers, Loans, Home Equity Loans, Jumbo Mortgage, Mortgage Lending, Credit, Investment Properties, Real Estate, Purchase, Self-Employed Borrowers, Non-Conforming, Home Equity Lines of..., Direct Lender, 203K, NMLS Licensed, HomePath, Debt Consolidation, Customer Service, Investors, Real Estate Financing, Referrals, Government Loans, Leadership Development, Loan Servicing, Mortgage Underwriting, REO, VA loans, VA Loans, FHA Financing
Education
Western Washington University 1992 — 1995
Bachelor of Science (BS), Business, Minor in Economics
Tacoma Community College 1990 — 1992
Associate's degree
Summit Mortgage Corporation NMLS 3236 January 2009 - Present
New America Capital May 2008 - January 2009
First Source Mortgage, Inc. 2005 - 2008
Eykis Financial Services 1998 - 2005
Waddell & Reed 1997 - 1998
Skills
USDA Rural Housing, FHA financing, VA financing, Conventional, Refinance, First Time Home Buyers, Loans, Home Equity Loans, Jumbo Mortgage, Mortgage Lending, Credit, Investment Properties, Real Estate, Purchase, Self-Employed Borrowers, Non-Conforming, Home Equity Lines of..., Direct Lender, 203K, NMLS Licensed, HomePath, Debt Consolidation, Customer Service, Investors, Real Estate Financing, Referrals, Government Loans, Leadership Development, Loan Servicing, Mortgage Underwriting, REO, VA loans, VA Loans, FHA Financing
Education
Western Washington University 1992 — 1995
Bachelor of Science (BS), Business, Minor in Economics
Tacoma Community College 1990 — 1992
Associate's degree
John Ruth John Ruth's Waddell & Reed Experience August 2007 - February 2010
Job Salesman/Cadillac at Bob Moore Auto Group
Industry Automotive
Experience
Bob Moore Auto Group July 2015 - Present
Byron's Liquor Warehouse 2015 - 2015
Byron's Liquor Warehouse 2015 - 2015
Peak Promotions February 2010 - October 2014
Waddell & Reed August 2007 - February 2010
Auction World September 1998 - June 2003
Skills
Public Health Education, University Relations, College Recruiting, Alumni Relations, Intercollegiate..., Student Engagement, Private Foundations, Local Government, State Government, Federal Agencies, Drug Safety, Tobacco Control, HIV prevention, Awareness Raising, Public Outreach, Direct Marketing, Development Of..., Health Promotion, Trade Promotions, Sales Promotion, Trade Show Strategy, International..., Smoking Cessation, Alcohol Awareness, College Funds, Brand Awareness, Brand Loyalty, Non-profit Industries, Indian Gaming, Youth Engagement, Community Outreach, Community Health, Budgets, Nonprofits, Public Speaking
Education
University of Colorado at Colorado Springs 2003 — 2006
Master of Business Administration (M.B.A.), Marketing
University of Kansas 1987 — 1991
Bachelor of Arts (B.A.), History, 3.1
edmond memorial high school
Bob Moore Auto Group July 2015 - Present
Byron's Liquor Warehouse 2015 - 2015
Byron's Liquor Warehouse 2015 - 2015
Peak Promotions February 2010 - October 2014
Waddell & Reed August 2007 - February 2010
Auction World September 1998 - June 2003
Skills
Public Health Education, University Relations, College Recruiting, Alumni Relations, Intercollegiate..., Student Engagement, Private Foundations, Local Government, State Government, Federal Agencies, Drug Safety, Tobacco Control, HIV prevention, Awareness Raising, Public Outreach, Direct Marketing, Development Of..., Health Promotion, Trade Promotions, Sales Promotion, Trade Show Strategy, International..., Smoking Cessation, Alcohol Awareness, College Funds, Brand Awareness, Brand Loyalty, Non-profit Industries, Indian Gaming, Youth Engagement, Community Outreach, Community Health, Budgets, Nonprofits, Public Speaking
Education
University of Colorado at Colorado Springs 2003 — 2006
Master of Business Administration (M.B.A.), Marketing
University of Kansas 1987 — 1991
Bachelor of Arts (B.A.), History, 3.1
edmond memorial high school
Kevin Liu Kevin Liu's Waddell & Reed Experience June 2011 - August 2011
Job Accounting Associate at Bernard Chipetine & Company, LLP
Industry Accounting
Experience
Bernard Chipetine & Company, LLP June 2015 - Present
Clarins Group September 2014 - June 2015
FedEx Trade Networks May 2012 - August 2014
Pi Sigma Epsilon January 2011 - May 2012
University at Buffalo September 2010 - May 2012
Volunteer Income Tax Assistance program January 2011 - April 2012
Waddell & Reed June 2011 - August 2011
University at Buffalo September 2008 - May 2010
Skills
Microsoft Excel, Accounting, Team Leadership, Time Management, Microsoft Word, Financial Analysis, PowerPoint, Financial Reporting, Mandarin, Access, Financial Accounting, Account Reconciliation, Chinese, Teamwork, Data Analysis, QuickBooks, Auditing, Microsoft Office, Outlook, Essbase, 4S eTrans, CODA Financials, Microsoft Dynamics, Data Entry, Analysis, Microsoft Dynamics GP, Lacerte, AS400 Administration, Management, Research, Public Speaking, Finance, Leadership
Education
State University of New York at Buffalo - School of Management 2008 — 2012
Bachelor of Science, Accounting
Bernard Chipetine & Company, LLP June 2015 - Present
Clarins Group September 2014 - June 2015
FedEx Trade Networks May 2012 - August 2014
Pi Sigma Epsilon January 2011 - May 2012
University at Buffalo September 2010 - May 2012
Volunteer Income Tax Assistance program January 2011 - April 2012
Waddell & Reed June 2011 - August 2011
University at Buffalo September 2008 - May 2010
Skills
Microsoft Excel, Accounting, Team Leadership, Time Management, Microsoft Word, Financial Analysis, PowerPoint, Financial Reporting, Mandarin, Access, Financial Accounting, Account Reconciliation, Chinese, Teamwork, Data Analysis, QuickBooks, Auditing, Microsoft Office, Outlook, Essbase, 4S eTrans, CODA Financials, Microsoft Dynamics, Data Entry, Analysis, Microsoft Dynamics GP, Lacerte, AS400 Administration, Management, Research, Public Speaking, Finance, Leadership
Education
State University of New York at Buffalo - School of Management 2008 — 2012
Bachelor of Science, Accounting
Tim Jansen, CFP ®, QKA, QPFC's Waddell & Reed Experience October 2014 - Present
Job Helping financial advisors place retirement plan business.
Industry Financial Services
Experience
Waddell & Reed October 2014 - Present
Bukaty Companies June 2014 - October 2014
Waddell & Reed November 2005 - June 2014
H&R Block Financial Advisors February 2002 - November 2005
Searcy Financial Services, Inc. January 2001 - February 2002
Skills
401k, Pensions, Retirement Plans, Retirement Planning, Retirement, IRA's, Mutual Funds, Financial Planning, Series 7, Series 24, Series 63, Public Speaking, Toastmasters, CFP, QKA, QPFC
Education
The University of Kansas 1998 — 2000
Bachelors of Business Administration, Finance & Economics
Waddell & Reed October 2014 - Present
Bukaty Companies June 2014 - October 2014
Waddell & Reed November 2005 - June 2014
H&R Block Financial Advisors February 2002 - November 2005
Searcy Financial Services, Inc. January 2001 - February 2002
Skills
401k, Pensions, Retirement Plans, Retirement Planning, Retirement, IRA's, Mutual Funds, Financial Planning, Series 7, Series 24, Series 63, Public Speaking, Toastmasters, CFP, QKA, QPFC
Education
The University of Kansas 1998 — 2000
Bachelors of Business Administration, Finance & Economics
Samuel D. Russell Samuel D. Russell's Waddell & Reed Experience September 2012 - December 2012
Job Advisory Associate at KPMG
Industry Financial Services
Experience
KPMG August 2014 - Present
WomensTrust June 2014 - August 2014
Bradley, Foster & Sargent, Inc. January 2014 - May 2014
KPMG US June 2013 - August 2013
Waddell & Reed September 2012 - December 2012
Summit Volunteer First Aid Squad June 2007 - August 2010
Skills
Economics, Teamwork, Research, Statistics, PowerPoint, Microsoft Office, Microsoft Excel, Higher Education, Microsoft Word, Eviews, Java, JavaScript, Python, HTML, Facebook, Twitter, STATA, Public Speaking, Social Media, Leadership, Sarbanes-Oxley Act, Econometrics
Education
Trinity College 2010 — 2014
Bachelor of Science, Major Economics, Minor Cognitive Science
INSTEP Cambridge 2013 — 2013
Semester Abroad, Economics and Political Science
London School of Economics and Political Science 2012 — 2012
Summer School Student, Accounting
Summit Senior High School 2006 — 2010
High School Diploma, General Studies
KPMG August 2014 - Present
WomensTrust June 2014 - August 2014
Bradley, Foster & Sargent, Inc. January 2014 - May 2014
KPMG US June 2013 - August 2013
Waddell & Reed September 2012 - December 2012
Summit Volunteer First Aid Squad June 2007 - August 2010
Skills
Economics, Teamwork, Research, Statistics, PowerPoint, Microsoft Office, Microsoft Excel, Higher Education, Microsoft Word, Eviews, Java, JavaScript, Python, HTML, Facebook, Twitter, STATA, Public Speaking, Social Media, Leadership, Sarbanes-Oxley Act, Econometrics
Education
Trinity College 2010 — 2014
Bachelor of Science, Major Economics, Minor Cognitive Science
INSTEP Cambridge 2013 — 2013
Semester Abroad, Economics and Political Science
London School of Economics and Political Science 2012 — 2012
Summer School Student, Accounting
Summit Senior High School 2006 — 2010
High School Diploma, General Studies
Melissa Delk Melissa Delk's Waddell & Reed Experience May 2007 - September 2009
Job Program Manager at Millstone Medical Outsourcing
Industry Medical Devices
Experience
Millstone Medical Outsourcing September 2011 - Present
Morgan Keegan January 2010 - September 2011
Waddell & Reed May 2007 - September 2009
Skills
Leadership, Medical Devices, Process Improvement, Customer Service, Cross-functional Team..., ISO 13485, FDA, Management, Manufacturing, Program Management, Product Launch, Quality Assurance, Quality System, Microsoft Office, Strategic Planning
Education
The University of Memphis
Millstone Medical Outsourcing September 2011 - Present
Morgan Keegan January 2010 - September 2011
Waddell & Reed May 2007 - September 2009
Skills
Leadership, Medical Devices, Process Improvement, Customer Service, Cross-functional Team..., ISO 13485, FDA, Management, Manufacturing, Program Management, Product Launch, Quality Assurance, Quality System, Microsoft Office, Strategic Planning
Education
The University of Memphis
Ryan Gutleber's Waddell & Reed Experience September 2010 - May 2011
Job Real Estate Professional at Elegran Real Estate & Development
Industry Real Estate
Experience
Elegran Real Estate September 2014 - Present
J.P. Morgan March 2013 - September 2014
Ipreo June 2011 - April 2013
Waddell & Reed September 2010 - May 2011
Northwestern Mutual May 2010 - August 2010
Skills
Financial Analysis, Finance, Management, Microsoft Excel, Financial Modeling, Equities, Excel, Word, Microsoft Office, Portfolio Management, Building Relationships, Business Development, Leadership, Private Equity, Sales, Relationship Management, Real Estate, Business Networking
Education
Susquehanna University 2007 — 2011
Bachelor of Science (B.S.), Finance and Economics
Elegran Real Estate September 2014 - Present
J.P. Morgan March 2013 - September 2014
Ipreo June 2011 - April 2013
Waddell & Reed September 2010 - May 2011
Northwestern Mutual May 2010 - August 2010
Skills
Financial Analysis, Finance, Management, Microsoft Excel, Financial Modeling, Equities, Excel, Word, Microsoft Office, Portfolio Management, Building Relationships, Business Development, Leadership, Private Equity, Sales, Relationship Management, Real Estate, Business Networking
Education
Susquehanna University 2007 — 2011
Bachelor of Science (B.S.), Finance and Economics
Daniel Toy's Waddell & Reed Experience August 2004 - June 2005
Job Director of Business Operations/CoFounder at Elements Acupuncture & Chinese Medicine, LLC
Industry Financial Services
Experience
Elements Acupuncture & Chinese Medicine, LLC September 2014 - Present
Scottrade June 2008 - September 2014
Scottrade June 2005 - June 2008
Waddell & Reed August 2004 - June 2005
Skills
Investments, Equities, Stock Market, Sales Management, Equity Trading, Financial Markets, Small Business, Business Development, Project Management, Client Development, Client Relations Skills, Workflow Applications, Team Management, Series 7, Series 63, Finance, Mutual Funds, Leadership, Financial Services, Series 24
Education
University of Kansas 2000 — 2004
Bachelor of Arts (BA), Economics
Elements Acupuncture & Chinese Medicine, LLC September 2014 - Present
Scottrade June 2008 - September 2014
Scottrade June 2005 - June 2008
Waddell & Reed August 2004 - June 2005
Skills
Investments, Equities, Stock Market, Sales Management, Equity Trading, Financial Markets, Small Business, Business Development, Project Management, Client Development, Client Relations Skills, Workflow Applications, Team Management, Series 7, Series 63, Finance, Mutual Funds, Leadership, Financial Services, Series 24
Education
University of Kansas 2000 — 2004
Bachelor of Arts (BA), Economics
Paul Vollmar Paul Vollmar's Waddell & Reed Experience December 2004 - April 2011
Job Financial Advisor
Industry Financial Services
Experience
Stout Bowman & Associates July 2012 - Present
LPL Financial April 2011 - July 2012
Waddell & Reed December 2004 - April 2011
IBM May 1977 - May 2004
Metropolitan Crime Commission of New Orleans April 1976 - November 1976
United States Air Force May 1971 - April 1976
Skills
Personal Financial..., Wealth Management, Finance, Investments, Financial Planning, Retirement Planning, Mutual Funds, Financial Services, Portfolio Management, Asset Management, Financial Advisory
Education
Texas A&M University 1971 — 1973
Master of Business Administration (MBA), Management
Texas A&M University 1967 — 1971
Bachelor of Science (B.S.), Physics
Stout Bowman & Associates July 2012 - Present
LPL Financial April 2011 - July 2012
Waddell & Reed December 2004 - April 2011
IBM May 1977 - May 2004
Metropolitan Crime Commission of New Orleans April 1976 - November 1976
United States Air Force May 1971 - April 1976
Skills
Personal Financial..., Wealth Management, Finance, Investments, Financial Planning, Retirement Planning, Mutual Funds, Financial Services, Portfolio Management, Asset Management, Financial Advisory
Education
Texas A&M University 1971 — 1973
Master of Business Administration (MBA), Management
Texas A&M University 1967 — 1971
Bachelor of Science (B.S.), Physics
Brent Simpson Brent Simpson's Waddell & Reed Experience May 2008 - January 2009
Job Estimator at Old Pal Concrete
Industry Construction
Experience
Old Pal Concrete April 2014 - Present
Western Builders of Amarillo, Inc. August 2013 - March 2014
PSA, Inc. June 2009 - August 2013
Waddell & Reed May 2008 - January 2009
Simpson Homes May 2002 - May 2008
Skills
SQL, RPG, DBVisualizer, IBM AS/400, Microsoft Excel, iPhone, iPad, PC building, Media Servers, Microsoft Word
Education
Texas Tech University 2004 — 2008
Bachelor of Science (B.S.), Civil Engineering, 3.08
Old Pal Concrete April 2014 - Present
Western Builders of Amarillo, Inc. August 2013 - March 2014
PSA, Inc. June 2009 - August 2013
Waddell & Reed May 2008 - January 2009
Simpson Homes May 2002 - May 2008
Skills
SQL, RPG, DBVisualizer, IBM AS/400, Microsoft Excel, iPhone, iPad, PC building, Media Servers, Microsoft Word
Education
Texas Tech University 2004 — 2008
Bachelor of Science (B.S.), Civil Engineering, 3.08
Jim Perkins's Waddell & Reed Experience August 1997 - April 1998
Job Human Resources Manager at Friedkin Companies, Inc
Industry Human Resources
Experience
The Friedkin Group January 2014 - Present
Visual Comfort & Co. March 2012 - January 2014
Academy Sports + Outdoors October 2008 - October 2011
Academy Sports + Outdoors January 2008 - October 2008
Academy Sports + Outdoors January 2001 - January 2008
Academy Sports + Outdoors June 1998 - January 2001
Waddell & Reed August 1997 - April 1998
Western Auto Supply Company January 1996 - August 1997
Skills
Employee Relations, Benefits Administration, Strategic Planning, Policy Analysis, Coaching Staff, Career Development, Employment, Human Resources, Strategy, Talent Management, Talent Acquisition, Deferred Compensation, Recruiting, Team Building, Sourcing, Leadership, Employee Benefits, Leadership Development, Program Management, Management, Performance Management, Time Management, Policy, Succession Planning, Payroll, FMLA, Personnel Management, Training, HR Policies, Workforce Planning, Customer Service, Coaching, New Hire Orientations, Onboarding, Hiring, Job Descriptions, Retail, HRIS, Organizational..., Employee Training, Employee Engagement, College Recruiting, Interviews, Labor Relations, Employment Law, HR Consulting, Taleo, Organizational..., Union Avoidance, Technical Recruiting
Education
Texas A&M University 1991 — 1995
Bachelor of Business Administration, Management
The Friedkin Group January 2014 - Present
Visual Comfort & Co. March 2012 - January 2014
Academy Sports + Outdoors October 2008 - October 2011
Academy Sports + Outdoors January 2008 - October 2008
Academy Sports + Outdoors January 2001 - January 2008
Academy Sports + Outdoors June 1998 - January 2001
Waddell & Reed August 1997 - April 1998
Western Auto Supply Company January 1996 - August 1997
Skills
Employee Relations, Benefits Administration, Strategic Planning, Policy Analysis, Coaching Staff, Career Development, Employment, Human Resources, Strategy, Talent Management, Talent Acquisition, Deferred Compensation, Recruiting, Team Building, Sourcing, Leadership, Employee Benefits, Leadership Development, Program Management, Management, Performance Management, Time Management, Policy, Succession Planning, Payroll, FMLA, Personnel Management, Training, HR Policies, Workforce Planning, Customer Service, Coaching, New Hire Orientations, Onboarding, Hiring, Job Descriptions, Retail, HRIS, Organizational..., Employee Training, Employee Engagement, College Recruiting, Interviews, Labor Relations, Employment Law, HR Consulting, Taleo, Organizational..., Union Avoidance, Technical Recruiting
Education
Texas A&M University 1991 — 1995
Bachelor of Business Administration, Management
Joseph Grochowski Joseph Grochowski's Waddell & Reed Experience March 2005 - July 2006
Job Field Underwiter/Calims Adjuster at Woodland Mutual Insurance Company
Industry Insurance
Experience
Woodland Mutual Insurance Company January 2014 - Present
Community Pride Bank March 2013 - August 2013
COUNTRY Financial July 2006 - March 2013
Waddell & Reed March 2005 - July 2006
Prudential August 2004 - January 2005
Skills
Insurance, Sales, Customer Service, Communication, Microsoft Applications, Negotiation, State & Federal Law...
Education
The University of North Dakota 1998 — 2004
Bachelors of Science
Cretin Derham Hall High School 1994 — 1998
Diploma, General
Woodland Mutual Insurance Company January 2014 - Present
Community Pride Bank March 2013 - August 2013
COUNTRY Financial July 2006 - March 2013
Waddell & Reed March 2005 - July 2006
Prudential August 2004 - January 2005
Skills
Insurance, Sales, Customer Service, Communication, Microsoft Applications, Negotiation, State & Federal Law...
Education
The University of North Dakota 1998 — 2004
Bachelors of Science
Cretin Derham Hall High School 1994 — 1998
Diploma, General
Jeffrey Hrabe's Waddell & Reed Experience September 2009 - January 2012
Job Regional Vice President of Sales at Cavanal Hill Investment Management
Industry Financial Services
Experience
Cavanal Hill Investment Management November 2013 - Present
Ivy Funds Distributor, Inc. January 2012 - October 2013
Waddell & Reed September 2009 - January 2012
Waddell & Reed August 2007 - September 2009
Skills
Mutual Fund Wholesaling, Customer Service, Leadership, Account Management, Insurance, Management, Marketing
Education
University of Kansas
Bachelor of Science in Education, Major: Sports Science Minor: Business
Washburn University
Cavanal Hill Investment Management November 2013 - Present
Ivy Funds Distributor, Inc. January 2012 - October 2013
Waddell & Reed September 2009 - January 2012
Waddell & Reed August 2007 - September 2009
Skills
Mutual Fund Wholesaling, Customer Service, Leadership, Account Management, Insurance, Management, Marketing
Education
University of Kansas
Bachelor of Science in Education, Major: Sports Science Minor: Business
Washburn University
Emily Patton Emily Patton's Waddell & Reed Experience 2009 - 2013
Job Financial Advisor
Industry Financial Services
Experience
Wealth Concepts LLC January 2013 - Present
Waddell & Reed 2009 - 2013
JET Kids Inc.- Littleton CO 1995 - 2007
Skills
Strategic Planning, Leadership, Budgets, Income Protection, Investment Plannning, Long Term Care..., Retirement Income, Life Insurance, Business Planning, Retirement, Insurance, Small Business, Finance, Strategic Financial..., Investments, New Business Development, Estate Planning, Management
Education
The Ohio State University 1989 — 1993
Bachelor of Science (BS), Business Administration and Management, General
Wealth Concepts LLC January 2013 - Present
Waddell & Reed 2009 - 2013
JET Kids Inc.- Littleton CO 1995 - 2007
Skills
Strategic Planning, Leadership, Budgets, Income Protection, Investment Plannning, Long Term Care..., Retirement Income, Life Insurance, Business Planning, Retirement, Insurance, Small Business, Finance, Strategic Financial..., Investments, New Business Development, Estate Planning, Management
Education
The Ohio State University 1989 — 1993
Bachelor of Science (BS), Business Administration and Management, General
Nita Dianne Whitney's Waddell & Reed Experience December 2013 - Present
Job Financial Advisor Assistant at Waddell & Reed
Industry Financial Services
Experience
Waddell & Reed December 2013 - Present
St Thomas Catholic Church Book and Gift Shop 2007 - Present
University of Phoenix January 2009 - November 2013
Littler Mendelson September 2006 - January 2009
Bank of America September 1992 - January 2005
Skills
Delta Mu Delta Honor..., QuickBooks, Microsoft Word, Inventory Management, Budgets, Microsoft Office, Finance, Microsoft Excel, Human Resources, Sales, Outlook, Policy
Education
University of Phoenix 2013 — 2015
Master of Business Administration (MBA), Project Management
University of Phoenix 2009 — 2012
Business, SMALL BUSINESS & AND ENTREPRENEURIAL, 3.9
The University of Texas at Arlington 1968 — 1972
Waddell & Reed December 2013 - Present
St Thomas Catholic Church Book and Gift Shop 2007 - Present
University of Phoenix January 2009 - November 2013
Littler Mendelson September 2006 - January 2009
Bank of America September 1992 - January 2005
Skills
Delta Mu Delta Honor..., QuickBooks, Microsoft Word, Inventory Management, Budgets, Microsoft Office, Finance, Microsoft Excel, Human Resources, Sales, Outlook, Policy
Education
University of Phoenix 2013 — 2015
Master of Business Administration (MBA), Project Management
University of Phoenix 2009 — 2012
Business, SMALL BUSINESS & AND ENTREPRENEURIAL, 3.9
The University of Texas at Arlington 1968 — 1972
Richard Beckey Richard Beckey's Waddell & Reed Experience April 2012 - August 2014
Job
Industry Financial Services
Experience
Cambridge Investment Research, Inc. September 2014 - Present
Goodwin Financial Services September 2014 - Present
Waddell & Reed April 2012 - August 2014
New York Life Insurance Company October 2010 - March 2012
MetLife June 1988 - October 2010
New York Life Insurance Company December 1984 - June 1988
New York Life Insurance Company June 1981 - December 1984
Fort Lupton School District August 1980 - June 1981
Poudre School District August 1978 - June 1980
Twin Rivers High School August 1976 - June 1978
Skills
Financial Planning, Estate Planning, Insurance, Sales, Leadership, Investments, Financial Advisory, Financial Services, Wealth Management, Strategic Financial..., Financial Analysis, Business Planning, Small Business, Long Term Care Insurance, Securities
Education
The American College 1984 — 1990
Chartered Financial Consultant, Financial Planning and Services
The American College 1984 — 1989
Chartered Life Underwriter, Insurance
Western Michigan University 1972 — 1976
Bachelor's degree, Education
Lakeview High School
Cambridge Investment Research, Inc. September 2014 - Present
Goodwin Financial Services September 2014 - Present
Waddell & Reed April 2012 - August 2014
New York Life Insurance Company October 2010 - March 2012
MetLife June 1988 - October 2010
New York Life Insurance Company December 1984 - June 1988
New York Life Insurance Company June 1981 - December 1984
Fort Lupton School District August 1980 - June 1981
Poudre School District August 1978 - June 1980
Twin Rivers High School August 1976 - June 1978
Skills
Financial Planning, Estate Planning, Insurance, Sales, Leadership, Investments, Financial Advisory, Financial Services, Wealth Management, Strategic Financial..., Financial Analysis, Business Planning, Small Business, Long Term Care Insurance, Securities
Education
The American College 1984 — 1990
Chartered Financial Consultant, Financial Planning and Services
The American College 1984 — 1989
Chartered Life Underwriter, Insurance
Western Michigan University 1972 — 1976
Bachelor's degree, Education
Lakeview High School
Randall Blair's Waddell & Reed Experience September 2012 - May 2015
Job Senior User Experience Designer at Garmin International
Industry Design
Experience
Garmin International May 2015 - Present
Waddell & Reed September 2012 - May 2015
iModules Software March 2010 - September 2012
CenturyLink July 2009 - March 2010
EMBARQ May 2006 - July 2009
Blair Design 1991 - 2009
Sprint September 2000 - May 2006
uclick.com 1996 - 2000
American Business Women's Association February 1996 - September 1996
New Hope Natural Media 1994 - 1996
Skills
Interaction Design, User Experience, Information Architecture, User-centered Design, Usability Testing, User Interface Design, Wire Framing, Contextual Inquiry, Design Thinking, Usability, User Experience Design, User Research
Education
The University of Kansas 2008 — 2010
MA
University of Science and Arts of Oklahoma 1998 — 2002
BA
Garmin International May 2015 - Present
Waddell & Reed September 2012 - May 2015
iModules Software March 2010 - September 2012
CenturyLink July 2009 - March 2010
EMBARQ May 2006 - July 2009
Blair Design 1991 - 2009
Sprint September 2000 - May 2006
uclick.com 1996 - 2000
American Business Women's Association February 1996 - September 1996
New Hope Natural Media 1994 - 1996
Skills
Interaction Design, User Experience, Information Architecture, User-centered Design, Usability Testing, User Interface Design, Wire Framing, Contextual Inquiry, Design Thinking, Usability, User Experience Design, User Research
Education
The University of Kansas 2008 — 2010
MA
University of Science and Arts of Oklahoma 1998 — 2002
BA
George Holzwarth George Holzwarth's Waddell & Reed Experience January 2006 - April 2006
Job Sr. Analyst HRIS & Compensation at Waste Management
Industry Environmental Services
Experience
Waste Management April 2013 - Present
Air Liquide November 2012 - March 2013
Waste Management August 2011 - October 2012
Waste Management, Inc. February 2011 - August 2011
Suddenlink Communications September 2010 - December 2010
ExxonMobil May 2010 - July 2010
Fidelity Investments June 2007 - June 2009
American Eagle Outfitters May 2006 - November 2006
Waddell & Reed January 2006 - April 2006
Raymond James May 2005 - August 2005
Skills
Customer Service, Organizational..., Excel, Problem Solving, Talent Acquisition, Strategic Planning, Analysis, Data Analysis, Workforce Planning, Strategic HR, Financial Analysis, Succession Planning, Performance Management, Strategic Partnerships, Key Performance..., Sales Compensation, Budgets, Recruiting, Onboarding, Management, Employee Relations, Talent Management, Human Resources, Sourcing, HRIS, Business Planning, Leadership, Microsoft Excel
Education
Texas A&M University - Mays Business School 2009 — 2010
MBA
University of Pittsburgh 2003 — 2006
Bachelor of Science, Finance
Montgomery High School 1999 — 2003
Waste Management April 2013 - Present
Air Liquide November 2012 - March 2013
Waste Management August 2011 - October 2012
Waste Management, Inc. February 2011 - August 2011
Suddenlink Communications September 2010 - December 2010
ExxonMobil May 2010 - July 2010
Fidelity Investments June 2007 - June 2009
American Eagle Outfitters May 2006 - November 2006
Waddell & Reed January 2006 - April 2006
Raymond James May 2005 - August 2005
Skills
Customer Service, Organizational..., Excel, Problem Solving, Talent Acquisition, Strategic Planning, Analysis, Data Analysis, Workforce Planning, Strategic HR, Financial Analysis, Succession Planning, Performance Management, Strategic Partnerships, Key Performance..., Sales Compensation, Budgets, Recruiting, Onboarding, Management, Employee Relations, Talent Management, Human Resources, Sourcing, HRIS, Business Planning, Leadership, Microsoft Excel
Education
Texas A&M University - Mays Business School 2009 — 2010
MBA
University of Pittsburgh 2003 — 2006
Bachelor of Science, Finance
Montgomery High School 1999 — 2003
Brian Carlisle Brian Carlisle's Waddell & Reed Experience July 2002 - May 2003
Job Regional Vice President at Guggenheim Funds Distributors, Inc
Industry Financial Services
Experience
Guggenheim Funds Distributors, Inc June 2010 - Present
Van Kampen Investments January 2008 - April 2011
Van Kampen Investments January 2008 - December 2008
Van Kampen Investments June 2005 - December 2007
Alpha Equity Research June 2003 - May 2005
Waddell & Reed July 2002 - May 2003
Education
The College of Wooster 1998 — 2002
Bachleor of Arts, Communication Studies
Guggenheim Funds Distributors, Inc June 2010 - Present
Van Kampen Investments January 2008 - April 2011
Van Kampen Investments January 2008 - December 2008
Van Kampen Investments June 2005 - December 2007
Alpha Equity Research June 2003 - May 2005
Waddell & Reed July 2002 - May 2003
Education
The College of Wooster 1998 — 2002
Bachleor of Arts, Communication Studies
Jim Gavin LUTCF Jim Gavin LUTCF's Waddell & Reed Experience October 2005 - April 2009
Job General Securities Principal at National Independent Broker Dealer
Industry Financial Services
Experience
National Independent Broker Dealer June 2010 - Present
Bankers Life April 2009 - Present
Waddell & Reed October 2005 - April 2009
MassMutual June 2003 - September 2005
Metlife September 1999 - May 2003
Prudential August 1993 - August 1999
Skills
Retirement Planning, Fixed Annuities, Insurance, Mutual Funds, Investments, Retirement, Life Insurance, Portfolio Management, Financial Advisory, Health Insurance, Estate Planning, Property & Casualty...
Education
American College 1993 — 1997
LUTCF, Business and Estate Planning
National Independent Broker Dealer June 2010 - Present
Bankers Life April 2009 - Present
Waddell & Reed October 2005 - April 2009
MassMutual June 2003 - September 2005
Metlife September 1999 - May 2003
Prudential August 1993 - August 1999
Skills
Retirement Planning, Fixed Annuities, Insurance, Mutual Funds, Investments, Retirement, Life Insurance, Portfolio Management, Financial Advisory, Health Insurance, Estate Planning, Property & Casualty...
Education
American College 1993 — 1997
LUTCF, Business and Estate Planning
Will Welte's Waddell & Reed Experience May 2015 - July 2015
Job Student
Industry Financial Services
Experience
Halls Kansas City, a Hallmark company June 2012 - Present
Waddell & Reed May 2015 - July 2015
State Street Corporation May 2014 - July 2014
Stowers Institute for Medical Research June 2013 - August 2013
Spider Tennis August 2012 - May 2013
Indian Hills Country Club October 2009 - May 2012
Skills
Time Management, Teamwork, PowerPoint, Facebook, Inventory Management, Microsoft Word, Customer Service, Leadership, Merchandising, Goal Oriented, Customer Satisfaction, Social Media, Social Networking, Marketing, Sales, Social Media Marketing, English, Microsoft Office, Microsoft Excel, Data Analysis
Education
University of Richmond - Robins School of Business 2012 — 2016
BSBA (expected), Economics Major with Marketing Concentration, Senior
The University of Queensland 2014 — 2014
Study Abroad
The Pembroke Hill School, Kansas City, MO 2008 — 2012
Halls Kansas City, a Hallmark company June 2012 - Present
Waddell & Reed May 2015 - July 2015
State Street Corporation May 2014 - July 2014
Stowers Institute for Medical Research June 2013 - August 2013
Spider Tennis August 2012 - May 2013
Indian Hills Country Club October 2009 - May 2012
Skills
Time Management, Teamwork, PowerPoint, Facebook, Inventory Management, Microsoft Word, Customer Service, Leadership, Merchandising, Goal Oriented, Customer Satisfaction, Social Media, Social Networking, Marketing, Sales, Social Media Marketing, English, Microsoft Office, Microsoft Excel, Data Analysis
Education
University of Richmond - Robins School of Business 2012 — 2016
BSBA (expected), Economics Major with Marketing Concentration, Senior
The University of Queensland 2014 — 2014
Study Abroad
The Pembroke Hill School, Kansas City, MO 2008 — 2012
Stuart Lancaster's Waddell & Reed Experience March 1991 - June 1995
Job Flight Data Specialist at Honeywell Aerospace
Industry Airlines/Aviation
Experience
Honeywell Aerospace January 2013 - Present
Boeing Employees Flying Association June 2001 - Present
Self Employed Landlord and Property Manager July 1998 - June 2011
Honeywell Aerospace May 1998 - September 2006
Northwest Airlines April 1994 - May 1998
Waddell & Reed March 1991 - June 1995
Skills
Aviation, Flights, Commercial Aviation, CFI, Flight Planning, Management, Real Estate, Private Pilot, Aircraft, Aerospace, Aeronautics, Helicopters, Sales, HR Management..., Microsoft Office, Customer Service, Program Management, Strategic Planning, Project Management, Training, Airplane pilot and..., Flight Dispatch, Public Speaking, Airlines, Operations Management, Flight Training, Contract Negotiation, Earned Value Management, Project Planning, Piloting, Systems Engineering, Process Improvement, teaching and training
Education
University of Kansas 1982 — 1987
Bachelor of Arts (B.A.), Political Science and Government
University of Essex 1984 — 1985
Political Science and Government
Honeywell Aerospace January 2013 - Present
Boeing Employees Flying Association June 2001 - Present
Self Employed Landlord and Property Manager July 1998 - June 2011
Honeywell Aerospace May 1998 - September 2006
Northwest Airlines April 1994 - May 1998
Waddell & Reed March 1991 - June 1995
Skills
Aviation, Flights, Commercial Aviation, CFI, Flight Planning, Management, Real Estate, Private Pilot, Aircraft, Aerospace, Aeronautics, Helicopters, Sales, HR Management..., Microsoft Office, Customer Service, Program Management, Strategic Planning, Project Management, Training, Airplane pilot and..., Flight Dispatch, Public Speaking, Airlines, Operations Management, Flight Training, Contract Negotiation, Earned Value Management, Project Planning, Piloting, Systems Engineering, Process Improvement, teaching and training
Education
University of Kansas 1982 — 1987
Bachelor of Arts (B.A.), Political Science and Government
University of Essex 1984 — 1985
Political Science and Government
Timothy Burger's Waddell & Reed Experience April 2011 - Present
Job Investment Analyst at Waddell & Reed
Industry Investment Management
Experience
Waddell & Reed April 2011 - Present
Waddell & Reed March 2008 - April 2011
UMB January 2006 - March 2008
UBS Wealth Management 2002 - 2004
Skills
Valuation, Financial Analysis, Financial Modeling, Equities, Fixed Income, Asset Management, Wealth Management, Investments, Asset Allocation, Finance, Investment Management, Private Equity, Portfolio Management, Mutual Funds, Alternative Investments, Series 7, Financial Advisory, Capital Markets, Series 63, Investment Strategies, Investment Advisory, Retirement Planning
Education
University of Kansas - Graduate School of Business 2004 — 2005
MBA, Finance
University of Kansas 1996 — 2001
Bachelor of Arts, Political Science
Waddell & Reed April 2011 - Present
Waddell & Reed March 2008 - April 2011
UMB January 2006 - March 2008
UBS Wealth Management 2002 - 2004
Skills
Valuation, Financial Analysis, Financial Modeling, Equities, Fixed Income, Asset Management, Wealth Management, Investments, Asset Allocation, Finance, Investment Management, Private Equity, Portfolio Management, Mutual Funds, Alternative Investments, Series 7, Financial Advisory, Capital Markets, Series 63, Investment Strategies, Investment Advisory, Retirement Planning
Education
University of Kansas - Graduate School of Business 2004 — 2005
MBA, Finance
University of Kansas 1996 — 2001
Bachelor of Arts, Political Science
Chase Scott's Waddell & Reed Experience May 2011 - August 2011
Job Operations Director at Carriage Hill Insurance & Risk Management
Industry Financial Services
Experience
Carriage Hill Insurance & Risk Management March 2014 - Present
Waddell & Reed May 2011 - August 2011
Clayton Bank and Trust April 2009 - September 2010
Skills
Strategic Planning, Asset Management, Sales, Team Leadership, Public Speaking, Management, Time Management, Accounts Payable, Outlook, Marketing, Training, Spanish, Event Planning, Social Media, Recruiting
Education
University of Tennessee-Knoxville 2010 — 2014
Bachelor's Degree, Finance
The University of Tennessee at Chattanooga 2008 — 2009
Carriage Hill Insurance & Risk Management March 2014 - Present
Waddell & Reed May 2011 - August 2011
Clayton Bank and Trust April 2009 - September 2010
Skills
Strategic Planning, Asset Management, Sales, Team Leadership, Public Speaking, Management, Time Management, Accounts Payable, Outlook, Marketing, Training, Spanish, Event Planning, Social Media, Recruiting
Education
University of Tennessee-Knoxville 2010 — 2014
Bachelor's Degree, Finance
The University of Tennessee at Chattanooga 2008 — 2009
Michael Arthurs Michael Arthurs's Waddell & Reed Experience June 2002 - December 2006
Job Financial Advisor at Capstone Financial Group
Industry Financial Services
Experience
Capstone Financial Group July 2014 - Present
Folsom Historical Society January 2010 - Present
New England Financial April 2013 - June 2014
Allstate Financial Service, LLC December 2006 - March 2013
Waddell & Reed June 2002 - December 2006
MTS, Inc. 2000 - 2002
Tower Records 2000 - 2002
Packard Bell/NEC 1998 - 2000
PackardBell NEC 1998 - 2000
Sprint 1990 - 1998
Skills
Retirement, Disability Insurance, Process Improvement, Retirement Planning, Mutual Funds, Business Analysis, Vendor Management, Insurance, Small Business, IRAs, Life Insurance, Strategic Planning, Financial Services, Fixed Annuities, Long-term Care, Investments, Series 7, Risk Management, Employee Benefits, Team Building, Sales, Financial Analysis, Licensed Life Insurance..., Leadership, Product Management, Project Management, Strategic Financial..., Wealth Management, Long Term Care Insurance
Education
The University of Texas at Arlington 1977 — 1987
Bachelor of Business Administration (B.B.A.), Marketing
Bonn American HS 1974 — 1977
High School Diploma
Capstone Financial Group July 2014 - Present
Folsom Historical Society January 2010 - Present
New England Financial April 2013 - June 2014
Allstate Financial Service, LLC December 2006 - March 2013
Waddell & Reed June 2002 - December 2006
MTS, Inc. 2000 - 2002
Tower Records 2000 - 2002
Packard Bell/NEC 1998 - 2000
PackardBell NEC 1998 - 2000
Sprint 1990 - 1998
Skills
Retirement, Disability Insurance, Process Improvement, Retirement Planning, Mutual Funds, Business Analysis, Vendor Management, Insurance, Small Business, IRAs, Life Insurance, Strategic Planning, Financial Services, Fixed Annuities, Long-term Care, Investments, Series 7, Risk Management, Employee Benefits, Team Building, Sales, Financial Analysis, Licensed Life Insurance..., Leadership, Product Management, Project Management, Strategic Financial..., Wealth Management, Long Term Care Insurance
Education
The University of Texas at Arlington 1977 — 1987
Bachelor of Business Administration (B.B.A.), Marketing
Bonn American HS 1974 — 1977
High School Diploma
James Abel James Abel's Waddell & Reed Experience January 1990 - October 1990
Job Trusted and Respected CERTIFIED FINANCIAL PLANNER™ Practitioner, serving Individuals and Businesses in Southern Utah
Industry Financial Services
Experience
Raymond James Financial Services, Inc. March 2011 - Present
Rice University 2012 - 2014
Bank of America Merrill Lynch May 2004 - March 2011
Raymond James Financial April 1995 - May 2004
Zions Investment Securities July 1994 - April 1995
First Community Bank April 1993 - July 1994
Great American Bank / Liberty Financial Services October 1990 - April 1993
Waddell & Reed January 1990 - October 1990
US Navy July 1981 - October 1988
Skills
401k, Investment Management, Wealth Management..., Estate Planning, Financial Planning, Retirement Planning, Insurance Planning, Retirement Income..., Charitable Planning
Education
The American College 2010 — 2011
Masters of Science (MSM), Management w/emphasis in Leadership
University of Phoenix 2007 — 2010
Bachelors of Science (BS/F), Finance
Miramar College 1987 — 1989
Associates of Arts (AA), General Studies
Corona del Sol High School 1979 — 1981
General Studies
Raymond James Financial Services, Inc. March 2011 - Present
Rice University 2012 - 2014
Bank of America Merrill Lynch May 2004 - March 2011
Raymond James Financial April 1995 - May 2004
Zions Investment Securities July 1994 - April 1995
First Community Bank April 1993 - July 1994
Great American Bank / Liberty Financial Services October 1990 - April 1993
Waddell & Reed January 1990 - October 1990
US Navy July 1981 - October 1988
Skills
401k, Investment Management, Wealth Management..., Estate Planning, Financial Planning, Retirement Planning, Insurance Planning, Retirement Income..., Charitable Planning
Education
The American College 2010 — 2011
Masters of Science (MSM), Management w/emphasis in Leadership
University of Phoenix 2007 — 2010
Bachelors of Science (BS/F), Finance
Miramar College 1987 — 1989
Associates of Arts (AA), General Studies
Corona del Sol High School 1979 — 1981
General Studies
Kirk Eckenrode Kirk Eckenrode's Waddell & Reed Experience February 2011 - May 2011
Job Manhattan Real Estate Salesperson
Industry Real Estate
Experience
Elegran Real Estate & Development July 2011 - Present
Waddell & Reed February 2011 - May 2011
Susquehanna University September 2010 - April 2011
Playworld Systems May 2010 - August 2010
HCR ManorCare June 2009 - August 2009
Giant Food May 2005 - January 2009
McCormick Law Firm May 2002 - May 2007
Skills
Sales, Management, Social Media, Public Speaking, Event Management, Event Planning, Real Estate, Luxury Brand Marketing, Communication Skills, Customer Service, Microsoft Office, Analysis, Microsoft Excel, Time Management, Training, Marketing, Communication
Education
Susquehanna University, Sigmund Weis School of Business 2007 — 2011
Bachelor of Business Administration, Marketing and Information Systems
Susquehanna University
Elegran Real Estate & Development July 2011 - Present
Waddell & Reed February 2011 - May 2011
Susquehanna University September 2010 - April 2011
Playworld Systems May 2010 - August 2010
HCR ManorCare June 2009 - August 2009
Giant Food May 2005 - January 2009
McCormick Law Firm May 2002 - May 2007
Skills
Sales, Management, Social Media, Public Speaking, Event Management, Event Planning, Real Estate, Luxury Brand Marketing, Communication Skills, Customer Service, Microsoft Office, Analysis, Microsoft Excel, Time Management, Training, Marketing, Communication
Education
Susquehanna University, Sigmund Weis School of Business 2007 — 2011
Bachelor of Business Administration, Marketing and Information Systems
Susquehanna University
Lisa Quach's Waddell & Reed Experience April 2009 - January 2010
Job
Industry Financial Services
Experience
Fidelity Investments July 2013 - December 2013
Del Norte Credit Union January 2010 - July 2011
Waddell & Reed April 2009 - January 2010
New Mexico Educators Federal Credit Union September 2006 - August 2009
Bank of America December 2003 - December 2004
Skills
CRM, Agile & Waterfall..., Google Analytics, UAT Coordination, Black Box Testing, Quality Center, Functional Testing, End-to-end Testing, Manual Testing, Rational Team Concert, SQL, Regression Testing, Testing, Visio, Teamwork, Finance, PowerPoint, Exploratory Testing, Microsoft Word, Research, Visual C#, Visual Studio, Microsoft SQL Server, Case Analysis, SDLC, Use Case Analysis, UML Tools, Website Development, Use Case Diagrams, Windows Phone, Mobile Phone Apps, Expression Web, Data Mining, Data Analysis, Customer Service, Microsoft Excel, Leadership, Banking, Gamification, Continuous Process..., Collaborative Problem..., Team Building, Rational, HP Quality Center, Rational Quality Manager, Microsoft Office, IBM Ration, Mobile Testing, Smoke Testing, Financial Analysis
Education
The University of New Mexico - Robert O. Anderson School of Management 2010 — 2013
Bachelor of Business Administration (B.B.A.), Finance and Management Information Systems
University of Aberdeen 2012 — 2012
Fidelity Investments July 2013 - December 2013
Del Norte Credit Union January 2010 - July 2011
Waddell & Reed April 2009 - January 2010
New Mexico Educators Federal Credit Union September 2006 - August 2009
Bank of America December 2003 - December 2004
Skills
CRM, Agile & Waterfall..., Google Analytics, UAT Coordination, Black Box Testing, Quality Center, Functional Testing, End-to-end Testing, Manual Testing, Rational Team Concert, SQL, Regression Testing, Testing, Visio, Teamwork, Finance, PowerPoint, Exploratory Testing, Microsoft Word, Research, Visual C#, Visual Studio, Microsoft SQL Server, Case Analysis, SDLC, Use Case Analysis, UML Tools, Website Development, Use Case Diagrams, Windows Phone, Mobile Phone Apps, Expression Web, Data Mining, Data Analysis, Customer Service, Microsoft Excel, Leadership, Banking, Gamification, Continuous Process..., Collaborative Problem..., Team Building, Rational, HP Quality Center, Rational Quality Manager, Microsoft Office, IBM Ration, Mobile Testing, Smoke Testing, Financial Analysis
Education
The University of New Mexico - Robert O. Anderson School of Management 2010 — 2013
Bachelor of Business Administration (B.B.A.), Finance and Management Information Systems
University of Aberdeen 2012 — 2012
Alix Augustine's Waddell & Reed Experience December 2013 - February 2014
Job Business Analyst at AIG
Industry Insurance
Experience
AIG July 2015 - Present
AIG February 2014 - July 2015
Waddell & Reed December 2013 - February 2014
The Lead Group December 2011 - June 2013
Kansas Sampler March 2010 - December 2011
Blue Martini Entertainment August 2007 - December 2008
Skills
Customer Service, Editing, Proofreading, Typing, Time Management, Critical Analysis, Outlook, Calendaring, Meeting Planning, Website Updating, Research, Travel Planning, PC, Microsoft Word, Microsoft Publisher, Microsoft Excel, PowerPoint, Adobe Acrobat, Internet, Photoshop, Mac, French to English, Translation, Customer Satisfaction
Education
The University of Kansas
History, Western History - Concentration on British History
AIG July 2015 - Present
AIG February 2014 - July 2015
Waddell & Reed December 2013 - February 2014
The Lead Group December 2011 - June 2013
Kansas Sampler March 2010 - December 2011
Blue Martini Entertainment August 2007 - December 2008
Skills
Customer Service, Editing, Proofreading, Typing, Time Management, Critical Analysis, Outlook, Calendaring, Meeting Planning, Website Updating, Research, Travel Planning, PC, Microsoft Word, Microsoft Publisher, Microsoft Excel, PowerPoint, Adobe Acrobat, Internet, Photoshop, Mac, French to English, Translation, Customer Satisfaction
Education
The University of Kansas
History, Western History - Concentration on British History
Sherry J Taylor Sherry J Taylor's Waddell & Reed Experience May 2006 - November 2012
Job Sherry Taylor, Financial Advisor, LUTCF at Newcastle Financial Advisors, " I have never met someone I could not help!"
Industry Financial Services
Experience
Newcastle Financial Advisors January 2015 - Present
FusionPoint Financial, Inc. November 2012 - December 2014
Waddell & Reed May 2006 - November 2012
Skills
Retirement Planning, Investments, Strategic Financial..., Wealth, Risk Management, 401k, Financial Planners, Series 7, Portfolio Management, Strategy, Variable Annuities, Strategic Planning, Deferred Compensation, Disability Insurance, Long Term Care Insurance, Benefits Administration, Alternative Investments, Financial Planning, Employee Benefits, Life Insurance, Financial Advisory, Life Transitions, Recruiting, Performance Management, Budgets, Financial Planner, Plannning, Legacy Planning, Investment Portfolio..., Business Buy - Sell...
Education
The American College 2010 — 2012
Life Underwriter Training Council Fellow (LUTCF), Financial Planning and Services, 4.8
University of LaVerne
BS, Business Administration
Newcastle Financial Advisors January 2015 - Present
FusionPoint Financial, Inc. November 2012 - December 2014
Waddell & Reed May 2006 - November 2012
Skills
Retirement Planning, Investments, Strategic Financial..., Wealth, Risk Management, 401k, Financial Planners, Series 7, Portfolio Management, Strategy, Variable Annuities, Strategic Planning, Deferred Compensation, Disability Insurance, Long Term Care Insurance, Benefits Administration, Alternative Investments, Financial Planning, Employee Benefits, Life Insurance, Financial Advisory, Life Transitions, Recruiting, Performance Management, Budgets, Financial Planner, Plannning, Legacy Planning, Investment Portfolio..., Business Buy - Sell...
Education
The American College 2010 — 2012
Life Underwriter Training Council Fellow (LUTCF), Financial Planning and Services, 4.8
University of LaVerne
BS, Business Administration
Rami Lotay Rami Lotay's Waddell & Reed Experience June 2009 - February 2010
Job MBA Advisor
Industry Higher Education
Experience
Gap Inc./Banana Republic September 2011 - September 2013
KPMG LLP July 2010 - April 2011
Waddell & Reed June 2009 - February 2010
Merrill Lynch January 2009 - May 2009
University of Memphis January 2008 - January 2008
Skills
IT Audit, Microsoft Office, Flexible Working, Critical Thinking, Problem Solving, Listening Skills, Tech Savvy, Customer Focus, Customer Service, Customer Relations, Retail, Teamwork, Documentation, Research, Financial Planning, Strategic Planning, Time Management, Sports, Strategic Financial..., Sales, Troubleshooting, Data Analysis, Management, Analysis, Finance, Microsoft Excel, Auditing, Financial Analysis, Nonprofits, Sarbanes-Oxley Act, PowerPoint, Financial Modeling, Process Improvement, Outlook, Leadership, Insurance, Team Building, Inventory Management
Education
The University of Memphis 2007 — 2009
Business, Management
University of Central Florida 2005 — 2007
Bachelors of Business Administration, Managment
Gap Inc./Banana Republic September 2011 - September 2013
KPMG LLP July 2010 - April 2011
Waddell & Reed June 2009 - February 2010
Merrill Lynch January 2009 - May 2009
University of Memphis January 2008 - January 2008
Skills
IT Audit, Microsoft Office, Flexible Working, Critical Thinking, Problem Solving, Listening Skills, Tech Savvy, Customer Focus, Customer Service, Customer Relations, Retail, Teamwork, Documentation, Research, Financial Planning, Strategic Planning, Time Management, Sports, Strategic Financial..., Sales, Troubleshooting, Data Analysis, Management, Analysis, Finance, Microsoft Excel, Auditing, Financial Analysis, Nonprofits, Sarbanes-Oxley Act, PowerPoint, Financial Modeling, Process Improvement, Outlook, Leadership, Insurance, Team Building, Inventory Management
Education
The University of Memphis 2007 — 2009
Business, Management
University of Central Florida 2005 — 2007
Bachelors of Business Administration, Managment
Erica Massman's Waddell & Reed Experience 2001 - 2005
Job FeeOnly Investment Advisor
Industry Investment Management
Experience
Index Wealth Advisors, LLC May 2001 - Present
Waddell & Reed 2001 - 2005
Waddell & Reed 1999 - 2001
Skills
Wealth Management
Education
The University of Kansas 1993 — 1997
Index Wealth Advisors, LLC May 2001 - Present
Waddell & Reed 2001 - 2005
Waddell & Reed 1999 - 2001
Skills
Wealth Management
Education
The University of Kansas 1993 — 1997
Jason McGarraugh, CFP® Jason McGarraugh, CFP®'s Waddell & Reed Experience October 2003 - June 2006
Job CERTIFIED FINANCIAL PLANNER ™ Practitioner
Industry Financial Services
Experience
Neal Financial Group June 2006 - Present
Nexgen 2007 - Present
FPA 2001 - Present
Financial Planning Association January 2006 - December 2013
Financial Planning Association of Houston 2009 - December 2011
Waddell & Reed October 2003 - June 2006
Financial Perspectives Pte Ltd January 2003 - April 2003
Skills
Retirement Planning, Strategic Financial..., Investments, Finance, Wealth Management, Estate Planning, Asset Allocation, Investment Management, Asset Management, Portfolio Management
Education
Texas Tech University 2000 — 2002
M.S., Personal Financial Planning
Texas Tech University - Rawls College of Business 1995 — 1999
BBA, Finance
Perryton High School 1992 — 1995
Neal Financial Group June 2006 - Present
Nexgen 2007 - Present
FPA 2001 - Present
Financial Planning Association January 2006 - December 2013
Financial Planning Association of Houston 2009 - December 2011
Waddell & Reed October 2003 - June 2006
Financial Perspectives Pte Ltd January 2003 - April 2003
Skills
Retirement Planning, Strategic Financial..., Investments, Finance, Wealth Management, Estate Planning, Asset Allocation, Investment Management, Asset Management, Portfolio Management
Education
Texas Tech University 2000 — 2002
M.S., Personal Financial Planning
Texas Tech University - Rawls College of Business 1995 — 1999
BBA, Finance
Perryton High School 1992 — 1995
Allison Thompson Allison Thompson's Waddell & Reed Experience December 2006 - May 2008
Job Financial Analyst at Gilmore & Bell, P.C.
Industry Accounting
Experience
Salina Regional Health Center February 2011 - November 2012
Neighborhood Housing Services of Kansas City May 2009 - February 2011
Waddell & Reed December 2006 - May 2008
Lawrence Memorial Hospital August 2006 - December 2006
Dunhill Marketing & Insurance Services February 2003 - July 2004
Unitrin October 2001 - August 2002
Education
University of San Diego 2004 — 2006
Masters, Business Administration, Finance
The University of Kansas 1996 — 2000
Bachelors, Accounting, Business Administration, Economics
The London School of Economics and Political Science (LSE) 1999 — 1999
Summer Internship, Economics
Salina Regional Health Center February 2011 - November 2012
Neighborhood Housing Services of Kansas City May 2009 - February 2011
Waddell & Reed December 2006 - May 2008
Lawrence Memorial Hospital August 2006 - December 2006
Dunhill Marketing & Insurance Services February 2003 - July 2004
Unitrin October 2001 - August 2002
Education
University of San Diego 2004 — 2006
Masters, Business Administration, Finance
The University of Kansas 1996 — 2000
Bachelors, Accounting, Business Administration, Economics
The London School of Economics and Political Science (LSE) 1999 — 1999
Summer Internship, Economics
Katharine Stanton's Waddell & Reed Experience May 2013 - August 2013
Job Staff Auditor at Walmart
Industry Retail
Experience
Walmart June 2015 - Present
State Street January 2015 - May 2015
Walmart May 2014 - August 2014
RTS Financial August 2013 - February 2014
Waddell & Reed May 2013 - August 2013
Boston Financial Data Services March 2011 - May 2013
University of Nebraska-Lincoln August 2010 - December 2010
Skills
Accounting, Financial Analysis, Time Management, Microsoft Excel, Investments, Mutual Funds, Microsoft Office, Analysis, Customer Service, Account Reconciliation, Due Diligence, Pivot Tables, Internal Audit, Auditing, Internal Controls, Finance
Education
University of Kansas 2011 — 2015
BSB, Accounting
Walmart June 2015 - Present
State Street January 2015 - May 2015
Walmart May 2014 - August 2014
RTS Financial August 2013 - February 2014
Waddell & Reed May 2013 - August 2013
Boston Financial Data Services March 2011 - May 2013
University of Nebraska-Lincoln August 2010 - December 2010
Skills
Accounting, Financial Analysis, Time Management, Microsoft Excel, Investments, Mutual Funds, Microsoft Office, Analysis, Customer Service, Account Reconciliation, Due Diligence, Pivot Tables, Internal Audit, Auditing, Internal Controls, Finance
Education
University of Kansas 2011 — 2015
BSB, Accounting
Terra Garden's Waddell & Reed Experience March 2011 - Present
Job Talent Acquisition Consultant at Waddell & Reed Building Corporate Careers with a Financial Pioneer
Industry Human Resources
Experience
Waddell & Reed March 2011 - Present
Black & Veatch September 2008 - March 2011
Kiewit Power Engineers September 2005 - August 2008
Marshalls Distribution Center October 2002 - August 2005
Skills
College Recruiting, Recruiting, Employee Relations, Goal Oriented, Customer Satisfaction, Program Management, Administration, SDLC, Human Resources, Personnel Management, Talent Acquisition, Leadership, Team Building, Management, Training, Strategy, HR Policies, New Hire Orientations, Policy, Leadership Development
Education
Temple University 1998 — 2001
B.A, Psychology
Waddell & Reed March 2011 - Present
Black & Veatch September 2008 - March 2011
Kiewit Power Engineers September 2005 - August 2008
Marshalls Distribution Center October 2002 - August 2005
Skills
College Recruiting, Recruiting, Employee Relations, Goal Oriented, Customer Satisfaction, Program Management, Administration, SDLC, Human Resources, Personnel Management, Talent Acquisition, Leadership, Team Building, Management, Training, Strategy, HR Policies, New Hire Orientations, Policy, Leadership Development
Education
Temple University 1998 — 2001
B.A, Psychology
Chad M Koehn's Waddell & Reed Experience February 1992 - January 2004
Job President/Ceo at United Capital Trust
Industry Financial Services
Experience
United Capital Trust, LLC. January 2009 - Present
Koehn Property and Development January 2001 - Present
Koehn Farms January 1998 - Present
Various Insurance Carriers April 1992 - Present
Waddell & Reed February 1992 - January 2004
Skills
Strategic Planning, Banking, Sales Management, Management, Leadership, Marketing Strategy, Finance, Wealth, ETFs, Project Planning, New Business Development, Insurance, Investments, Small Business, Financial Advisory, Retirement Planning, Investment Advisory, Fixed Annuities, Strategic Financial..., Wealth Management, Estate Planning, Financial Planners, Retirement, Series 63, Series 7, Mutual Funds, Asset Allocation, 401k, Life Insurance, Alternative Investments, Employee Benefits, Long-term Care, Series 65, Loans, Portfolio Management, Term Life Insurance, Investment Management, Credit, Series 24, Asset Protection, Asset Management, Investment Strategies, IRAs, Long Term Care Insurance, Personal Finance, Variable Annuities, Bonds, Securities, Financial Analysis, Risk Management
Education
Tabor College 1988 — 1992
Bachelor of Arts, Economics
United Capital Trust, LLC. January 2009 - Present
Koehn Property and Development January 2001 - Present
Koehn Farms January 1998 - Present
Various Insurance Carriers April 1992 - Present
Waddell & Reed February 1992 - January 2004
Skills
Strategic Planning, Banking, Sales Management, Management, Leadership, Marketing Strategy, Finance, Wealth, ETFs, Project Planning, New Business Development, Insurance, Investments, Small Business, Financial Advisory, Retirement Planning, Investment Advisory, Fixed Annuities, Strategic Financial..., Wealth Management, Estate Planning, Financial Planners, Retirement, Series 63, Series 7, Mutual Funds, Asset Allocation, 401k, Life Insurance, Alternative Investments, Employee Benefits, Long-term Care, Series 65, Loans, Portfolio Management, Term Life Insurance, Investment Management, Credit, Series 24, Asset Protection, Asset Management, Investment Strategies, IRAs, Long Term Care Insurance, Personal Finance, Variable Annuities, Bonds, Securities, Financial Analysis, Risk Management
Education
Tabor College 1988 — 1992
Bachelor of Arts, Economics
Rebecca Pfennig's Waddell & Reed Experience February 2014 - June 2015
Job Fund Monitoring Representative at Waddell & Reed
Industry Financial Services
Experience
Waddell & Reed/Ivy Funds June 2015 - Present
Waddell & Reed February 2014 - June 2015
COUNTRY Financial® August 2013 - January 2014
Olathe School District August 2010 - May 2013
Anchorage School District August 2006 - June 2009
Education
The University of North Dakota
Master of Education (MEd)
University of Mary
Bachelor of Science (B.S.), Music Education
Waddell & Reed/Ivy Funds June 2015 - Present
Waddell & Reed February 2014 - June 2015
COUNTRY Financial® August 2013 - January 2014
Olathe School District August 2010 - May 2013
Anchorage School District August 2006 - June 2009
Education
The University of North Dakota
Master of Education (MEd)
University of Mary
Bachelor of Science (B.S.), Music Education
Bob Guess Bob Guess's Waddell & Reed Experience 2012 - 2013
Job Independent Financial Advisor at Calton & Associates, Inc.
Industry Financial Services
Experience
Calton & Associates, Inc. September 2013 - Present
Waddell & Reed 2012 - 2013
SWBC 2006 - 2012
Skills
Retirement, Mutual Funds, Financial Planning, Finance, Fixed Annuities, Small Business, Investment Strategies, Customer Service, Financial Services, Alternative Investments, Leadership, IRAs
Education
Texas Tech University
Bachelor's degree, Family Financial Planning
Calton & Associates, Inc. September 2013 - Present
Waddell & Reed 2012 - 2013
SWBC 2006 - 2012
Skills
Retirement, Mutual Funds, Financial Planning, Finance, Fixed Annuities, Small Business, Investment Strategies, Customer Service, Financial Services, Alternative Investments, Leadership, IRAs
Education
Texas Tech University
Bachelor's degree, Family Financial Planning
Graham McClurg Graham McClurg's Waddell & Reed Experience 2013 - 2013
Job Rep for Chemical / Mineral companies
Industry International Trade and Development
Experience
Seaforth MIneral Co. Inc. December 2013 - Present
Waddell & Reed 2013 - 2013
Skills
Chemistry, Business Development, Economics, Business Planning, Sales, International Sales, Customer Service, Leadership, Management, Marketing, Marketing Strategy, Entrepreneurship, Strategic Planning, Research, Project Management, Account Management, Social Media Marketing, Training
Education
The Ohio State University 2008 — 2013
Bachelor's Degree, International Business & Economics
Chagrin Falls High School 2004 — 2008
highschool diploma
Sandler
Specialized Sales, Merchandising and Marketing
Seaforth MIneral Co. Inc. December 2013 - Present
Waddell & Reed 2013 - 2013
Skills
Chemistry, Business Development, Economics, Business Planning, Sales, International Sales, Customer Service, Leadership, Management, Marketing, Marketing Strategy, Entrepreneurship, Strategic Planning, Research, Project Management, Account Management, Social Media Marketing, Training
Education
The Ohio State University 2008 — 2013
Bachelor's Degree, International Business & Economics
Chagrin Falls High School 2004 — 2008
highschool diploma
Sandler
Specialized Sales, Merchandising and Marketing
Stacie Nyberg Stacie Nyberg's Waddell & Reed Experience September 2004 - June 2006
Job Executive Assistant/Client Services Representative at S.G. Long & Company
Industry Retail
Experience
S.G. Long & Company November 2014 - Present
White House Black Market July 2013 - October 2014
Northwestern Mutual July 2006 - July 2013
Waddell & Reed September 2004 - June 2006
Gap and Gap Kids September 2000 - August 2005
Skills
Insurance, Long Term Care, Series 6, Investments, Customer Service, Long-term Care, Sales, Marketing, Retail, Marketing Strategy, Merchandising, Customer Retention, Social Media Marketing, Fashion, Direct Sales, Social Media, Time Management, Business Development, Disability Insurance
Education
The University of Montana - School of Business Administration 1993 — 2001
BA, Business
S.G. Long & Company November 2014 - Present
White House Black Market July 2013 - October 2014
Northwestern Mutual July 2006 - July 2013
Waddell & Reed September 2004 - June 2006
Gap and Gap Kids September 2000 - August 2005
Skills
Insurance, Long Term Care, Series 6, Investments, Customer Service, Long-term Care, Sales, Marketing, Retail, Marketing Strategy, Merchandising, Customer Retention, Social Media Marketing, Fashion, Direct Sales, Social Media, Time Management, Business Development, Disability Insurance
Education
The University of Montana - School of Business Administration 1993 — 2001
BA, Business
Tim Guardipee Tim Guardipee's Waddell & Reed Experience October 2013 - October 2014
Job Project Director at Native American Development Corporation
Industry Nonprofit Organization Management
Experience
Native American Development Corporation October 2015 - Present
Guardipee Photography 2005 - Present
Native American Development Corporation-PTAC March 2015 - September 2015
Guardipee Solutions February 2013 - 2015
Waddell & Reed October 2013 - October 2014
Great Falls Development Authority March 2012 - November 2012
Rural Dynamics Incorporated November 2010 - March 2012
City Life Community Center April 2010 - September 2010
Montana State University Extension January 2008 - March 2010
Native American Bank June 2005 - December 2007
Skills
Community Outreach, Economic Development, Community Development, Small Business, Nonprofits, Financial Education, Strategic Planning, Business Development, Entrepreneurship, International Relations, Finance, Fundraising, Grants, Newsletters, Agriculture Finance, Tribal Relations, Public Speaking
Education
The University of Montana - School of Business Administration 1998 — 2002
BS, Business Administration and Management, General
Native American Development Corporation October 2015 - Present
Guardipee Photography 2005 - Present
Native American Development Corporation-PTAC March 2015 - September 2015
Guardipee Solutions February 2013 - 2015
Waddell & Reed October 2013 - October 2014
Great Falls Development Authority March 2012 - November 2012
Rural Dynamics Incorporated November 2010 - March 2012
City Life Community Center April 2010 - September 2010
Montana State University Extension January 2008 - March 2010
Native American Bank June 2005 - December 2007
Skills
Community Outreach, Economic Development, Community Development, Small Business, Nonprofits, Financial Education, Strategic Planning, Business Development, Entrepreneurship, International Relations, Finance, Fundraising, Grants, Newsletters, Agriculture Finance, Tribal Relations, Public Speaking
Education
The University of Montana - School of Business Administration 1998 — 2002
BS, Business Administration and Management, General
Ron Patrick's Waddell & Reed Experience October 2011 - October 2012
Job Agency Business Consultant at Farmers Insurance
Industry Financial Services
Experience
Farmers Insurance July 2013 - Present
Lance Juett Farmers Insurance Agency October 2012 - July 2013
Waddell & Reed October 2011 - October 2012
TD Ameritrade March 2008 - October 2009
Charles Schwab November 1995 - July 2007
Education
The University of Kansas
Bachelor of Science (B.S.), Meterorolgy/Geography
Farmers Insurance July 2013 - Present
Lance Juett Farmers Insurance Agency October 2012 - July 2013
Waddell & Reed October 2011 - October 2012
TD Ameritrade March 2008 - October 2009
Charles Schwab November 1995 - July 2007
Education
The University of Kansas
Bachelor of Science (B.S.), Meterorolgy/Geography
Cooper Morrison's Waddell & Reed Experience December 2011 - August 2012
Job Financial Analyst Intern at ExxonMobil
Industry Oil & Energy
Experience
ExxonMobil May 2015 - Present
McCombs School of Business August 2014 - December 2014
Waddell & Reed December 2011 - August 2012
Skills
Eagle Scout, Financial Analysis, Data Analysis, Financial Modeling, Microsoft Excel, PowerPoint, Economics, Microsoft Word, Research, Customer Service, Public Speaking, Accounting, Statistics, Team Leadership, Corporate Finance, Oil & Gas Industry, Energy Industry, REIT, Commercial Real Estate
Education
The University of Texas at Austin - The Red McCombs School of Business 2012 — 2015
Bachelor of Business Administration (BBA), Finance, GPA - 3.94
The London School of Economics and Political Science (LSE) 2014 — 2014
Short Term Business Program, Finance
ExxonMobil May 2015 - Present
McCombs School of Business August 2014 - December 2014
Waddell & Reed December 2011 - August 2012
Skills
Eagle Scout, Financial Analysis, Data Analysis, Financial Modeling, Microsoft Excel, PowerPoint, Economics, Microsoft Word, Research, Customer Service, Public Speaking, Accounting, Statistics, Team Leadership, Corporate Finance, Oil & Gas Industry, Energy Industry, REIT, Commercial Real Estate
Education
The University of Texas at Austin - The Red McCombs School of Business 2012 — 2015
Bachelor of Business Administration (BBA), Finance, GPA - 3.94
The London School of Economics and Political Science (LSE) 2014 — 2014
Short Term Business Program, Finance
Robert Acuna Robert Acuna's Waddell & Reed Experience February 2013 - January 2015
Job Credit Analyst at IBC Bank
Industry Banking
Experience
IBC Bank January 2015 - Present
Waddell & Reed February 2013 - January 2015
Coastal Bend Aerospace January 2013 - February 2014
Padre Isles Country Club May 2006 - June 2013
Hill Country Clothing June 2012 - May 2013
Aransas Pass Chamber of Commerce August 2012 - December 2012
Skills
Strategic Planning, Data Analysis, Financial Analysis, Business Strategy, Political Economy, Political Science, Team Management, Event Management, Sales Management, Project Management, Creativity, Creative Problem Solving, Critical Thinking, Customer Retention, Customer Service, Communication Skills, Social Media Advertising, Social Media Marketing, Economic Research, International Economics, Business Economics, Environmental Economics, Persuasive Speaker, Pay Close Attention to..., Business Analysis, Political Communication, Political Campaigns, Communication, PowerPoint, Microsoft Office, Microsoft Word, Leadership, Social Media, Microsoft Excel
Education
Texas A&M University-Corpus Christi 2007 — 2012
Bachelor of Business Administration (B.B.A.), Economics
Texas A&M University-Corpus Christi 2007 — 2012
Bachelor's Degree, Political Science and Government
IBC Bank January 2015 - Present
Waddell & Reed February 2013 - January 2015
Coastal Bend Aerospace January 2013 - February 2014
Padre Isles Country Club May 2006 - June 2013
Hill Country Clothing June 2012 - May 2013
Aransas Pass Chamber of Commerce August 2012 - December 2012
Skills
Strategic Planning, Data Analysis, Financial Analysis, Business Strategy, Political Economy, Political Science, Team Management, Event Management, Sales Management, Project Management, Creativity, Creative Problem Solving, Critical Thinking, Customer Retention, Customer Service, Communication Skills, Social Media Advertising, Social Media Marketing, Economic Research, International Economics, Business Economics, Environmental Economics, Persuasive Speaker, Pay Close Attention to..., Business Analysis, Political Communication, Political Campaigns, Communication, PowerPoint, Microsoft Office, Microsoft Word, Leadership, Social Media, Microsoft Excel
Education
Texas A&M University-Corpus Christi 2007 — 2012
Bachelor of Business Administration (B.B.A.), Economics
Texas A&M University-Corpus Christi 2007 — 2012
Bachelor's Degree, Political Science and Government
Bryan Clark, CFA's Waddell & Reed Experience March 2001 - November 2006
Job Senior Fixed Income Portfolio Manager at Shelter Insurance Companies
Industry Insurance
Experience
Shelter Insurance Companies November 2006 - Present
Waddell & Reed March 2001 - November 2006
GMAC Commercial Mortgage March 1999 - October 2000
First Industrial Realty Trust February 1997 - March 1999
Arthur Andersen June 1993 - August 1996
Education
The University of Chicago - Booth School of Business 1998 — 2001
MBA, Finance
University of Missouri-Columbia 1988 — 1992
BSBA, Finance and Real Estate
Shelter Insurance Companies November 2006 - Present
Waddell & Reed March 2001 - November 2006
GMAC Commercial Mortgage March 1999 - October 2000
First Industrial Realty Trust February 1997 - March 1999
Arthur Andersen June 1993 - August 1996
Education
The University of Chicago - Booth School of Business 1998 — 2001
MBA, Finance
University of Missouri-Columbia 1988 — 1992
BSBA, Finance and Real Estate
Anne Mentzer, CPA's Waddell & Reed Experience April 2010 - January 2012
Job Senior Financial Analyst at Saint Luke's Health System
Industry Hospital & Health Care
Experience
Saint Luke's Health System July 2014 - Present
Saint Luke's Health System January 2012 - July 2014
Waddell & Reed April 2010 - January 2012
Ernst & Young September 2007 - April 2010
Skills
Accounting, Tax
Education
University of Kansas 2006 — 2007
Master's degree, Accounting
University of Kansas 2001 — 2006
Bachelor of Arts (BA), Psychology
University of Kansas 2001 — 2006
Bachelor of Science (BS), Accounting and Finance
Saint Luke's Health System July 2014 - Present
Saint Luke's Health System January 2012 - July 2014
Waddell & Reed April 2010 - January 2012
Ernst & Young September 2007 - April 2010
Skills
Accounting, Tax
Education
University of Kansas 2006 — 2007
Master's degree, Accounting
University of Kansas 2001 — 2006
Bachelor of Arts (BA), Psychology
University of Kansas 2001 — 2006
Bachelor of Science (BS), Accounting and Finance
Robert Springer, Ph.D., CFP® Robert Springer, Ph.D., CFP®'s Waddell & Reed Experience August 1979 - May 1998
Job Wealth Manager/Owner at Crest Financial Group
Industry Financial Services
Experience
Crest Financial Group May 1998 - Present
Waddell & Reed August 1979 - May 1998
Skills
Retirement Planning, Estate Planning, Asset Management, Life Insurance, Long Term Care Insurance, Tax Preparation, Wealth, Finance, Financial Services, Asset Allocation
Education
University of Illinois at Urbana-Champaign 1973 — 1976
Doctor of Philosophy (PhD), Economics
The College of Wooster 1969 — 1973
Bachelor of Science (BS), Economics
Crest Financial Group May 1998 - Present
Waddell & Reed August 1979 - May 1998
Skills
Retirement Planning, Estate Planning, Asset Management, Life Insurance, Long Term Care Insurance, Tax Preparation, Wealth, Finance, Financial Services, Asset Allocation
Education
University of Illinois at Urbana-Champaign 1973 — 1976
Doctor of Philosophy (PhD), Economics
The College of Wooster 1969 — 1973
Bachelor of Science (BS), Economics
Jeffrey Linton Jeffrey Linton's Waddell & Reed Experience September 2009 - January 2011
Job Owner of BBF Print Solutions
Industry Printing
Experience
Preferred Print Solutions July 1978 - Present
Waddell & Reed September 2009 - January 2011
Skills
Project Management, Marketing, Investments, Customer Service, Negotiation, Entrepreneurship, Marketing Strategy, Leadership, Microsoft Excel, New Business Development, Strategic Planning
Education
The Sage Colleges-Sage College of Albany 1995 — 1997
Bachelor of Business Administration (BBA), Business Administration and Management, General, A-
Tallahassee Community College 1981 — 1983
Associate of Arts and Sciences (A.A.S.), Business Administration and Management, General, A-
Tampa Preparatory 1978 — 1981
High School, B+
Preferred Print Solutions July 1978 - Present
Waddell & Reed September 2009 - January 2011
Skills
Project Management, Marketing, Investments, Customer Service, Negotiation, Entrepreneurship, Marketing Strategy, Leadership, Microsoft Excel, New Business Development, Strategic Planning
Education
The Sage Colleges-Sage College of Albany 1995 — 1997
Bachelor of Business Administration (BBA), Business Administration and Management, General, A-
Tallahassee Community College 1981 — 1983
Associate of Arts and Sciences (A.A.S.), Business Administration and Management, General, A-
Tampa Preparatory 1978 — 1981
High School, B+
Alexandra Strotheide's Waddell & Reed Experience May 2013 - Present
Job Learning Solutions Coordinator at Waddell and Reed
Industry Financial Services
Experience
Waddell & Reed May 2013 - Present
Metropolitan Organization to Counter Sexual Assault (MOCSA) August 2009 - June 2013
MOCSA August 2009 - October 2011
Stepping Stone November 2008 - August 2009
Skills
Community Outreach, Mental Health, Outlook, Microsoft Office, PowerPoint, Customer Service, Microsoft Excel, Social Media, Social Services, Volunteer Management, Non-profits, MS Excel Pivot Tables, Federal Grants..., Grant Coordination, Victim Services, Advocacy, Violence Against Women, Nonprofits, Training, Fundraising, Program Development, Grants, Grant Writing
Education
University of Central Oklahoma 2005 — 2007
Bachelor of Science (BS), Criminal Justice
The University of Kansas
Waddell & Reed May 2013 - Present
Metropolitan Organization to Counter Sexual Assault (MOCSA) August 2009 - June 2013
MOCSA August 2009 - October 2011
Stepping Stone November 2008 - August 2009
Skills
Community Outreach, Mental Health, Outlook, Microsoft Office, PowerPoint, Customer Service, Microsoft Excel, Social Media, Social Services, Volunteer Management, Non-profits, MS Excel Pivot Tables, Federal Grants..., Grant Coordination, Victim Services, Advocacy, Violence Against Women, Nonprofits, Training, Fundraising, Program Development, Grants, Grant Writing
Education
University of Central Oklahoma 2005 — 2007
Bachelor of Science (BS), Criminal Justice
The University of Kansas
William Hardacre's Waddell & Reed Experience June 2014 - May 2015
Job Client Services at Curian Capital LLC
Industry Investment Management
Experience
Curian Capital May 2015 - Present
Waddell & Reed June 2014 - May 2015
Flatlanders Ski & Snowboard September 2006 - May 2014
Boulevard Brewing Company 2012 - 2013
Skills
Sales, Customer Service, Time Management, Data Analysis, Economics, Investments, Microsoft Office, Management, Microsoft Excel
Education
University of Kansas 2008 — 2013
Bachelor of Arts (B.A.), Economics
Curian Capital May 2015 - Present
Waddell & Reed June 2014 - May 2015
Flatlanders Ski & Snowboard September 2006 - May 2014
Boulevard Brewing Company 2012 - 2013
Skills
Sales, Customer Service, Time Management, Data Analysis, Economics, Investments, Microsoft Office, Management, Microsoft Excel
Education
University of Kansas 2008 — 2013
Bachelor of Arts (B.A.), Economics
Dave Wakefield's Waddell & Reed Experience January 2013 - Present
Job Enterprise Business Information / Program & Project Development
Industry Financial Services
Experience
Waddell & Reed January 2013 - Present
Waddell & Reed August 2012 - December 2012
Cohen-Esrey Equity Partners November 2009 - September 2012
Reshore America Association March 2011 - December 2011
Radix International November 2007 - July 2009
Sustained Advantage May 2001 - November 2007
Best Solutions / iFactor May 1998 - February 2001
BCC, Inc. December 1995 - December 1997
Boeger Financial Services November 1992 - November 1995
Certified Financial Planning June 1991 - November 1992
Skills
Change Management, Start-ups, Leadership, Customer Service, Program Management, Business Development, Sales, Marketing, Social Networking, Strategic Planning, Nonprofits, Strategy, Management, Training, Analysis, Negotiation
Education
University of Kansas 1988 — 1991
BSJ, Journalism
American School Manila
International School Manila
Singapore American School (High School)
Waddell & Reed January 2013 - Present
Waddell & Reed August 2012 - December 2012
Cohen-Esrey Equity Partners November 2009 - September 2012
Reshore America Association March 2011 - December 2011
Radix International November 2007 - July 2009
Sustained Advantage May 2001 - November 2007
Best Solutions / iFactor May 1998 - February 2001
BCC, Inc. December 1995 - December 1997
Boeger Financial Services November 1992 - November 1995
Certified Financial Planning June 1991 - November 1992
Skills
Change Management, Start-ups, Leadership, Customer Service, Program Management, Business Development, Sales, Marketing, Social Networking, Strategic Planning, Nonprofits, Strategy, Management, Training, Analysis, Negotiation
Education
University of Kansas 1988 — 1991
BSJ, Journalism
American School Manila
International School Manila
Singapore American School (High School)
Samer Bazerbashi Samer Bazerbashi's Waddell & Reed Experience 2004 - 2005
Job VP of Operations at Tcetra.com
Industry Telecommunications
Experience
T-Cetra, LLC May 2008 - Present
J.P. Morgan 2005 - 2007
Waddell & Reed 2004 - 2005
Education
The Ohio State University 1999 — 2003
Bachelor of Business Administration (B.B.A.), Finance
The Columbus Academy
T-Cetra, LLC May 2008 - Present
J.P. Morgan 2005 - 2007
Waddell & Reed 2004 - 2005
Education
The Ohio State University 1999 — 2003
Bachelor of Business Administration (B.B.A.), Finance
The Columbus Academy
W. Ben Utley CFP®'s Waddell & Reed Experience September 1994 - September 1996
Job President & Investment Advisor Representative at Physician Family Financial Advisors, Inc.
Industry Financial Services
Experience
Physician Family Financial Advisors, Inc. September 1998 - Present
W. Ben Utley dba InnerWealth Asset Management October 1996 - September 1998
Waddell & Reed September 1994 - September 1996
Skills
writing, teaching, listening, Retirement Planning, Life Insurance, Educational Consulting, Investments, Mutual Funds, Asset Allocation, Estate Planning, Strategic Financial..., Wealth Management, Retirement, Asset Managment, Portfolio Management, Investment Advisory, Series 7
Education
University of Oregon 1992 — 1993
Master's degree, Chemistry
Texas A&M University 1988 — 1992
Bachelor of Science (BS), Chemistry
Physician Family Financial Advisors, Inc. September 1998 - Present
W. Ben Utley dba InnerWealth Asset Management October 1996 - September 1998
Waddell & Reed September 1994 - September 1996
Skills
writing, teaching, listening, Retirement Planning, Life Insurance, Educational Consulting, Investments, Mutual Funds, Asset Allocation, Estate Planning, Strategic Financial..., Wealth Management, Retirement, Asset Managment, Portfolio Management, Investment Advisory, Series 7
Education
University of Oregon 1992 — 1993
Master's degree, Chemistry
Texas A&M University 1988 — 1992
Bachelor of Science (BS), Chemistry
Ian Murphy Ian Murphy's Waddell & Reed Experience May 2013 - July 2013
Job Export Scheduler | GeorgiaPacific Gypsum
Industry Logistics and Supply Chain
Experience
Georgia-Pacific LLC September 2014 - Present
Waddell & Reed May 2013 - July 2013
Atlanta National Golf Club October 2008 - August 2011
Education
The University of Georgia 2010 — 2014
Bachelor's Degree, Banking and Finance, Cum Laude
Milton High School 2006 — 2010
Georgia-Pacific LLC September 2014 - Present
Waddell & Reed May 2013 - July 2013
Atlanta National Golf Club October 2008 - August 2011
Education
The University of Georgia 2010 — 2014
Bachelor's Degree, Banking and Finance, Cum Laude
Milton High School 2006 — 2010
Trent Turner's Waddell & Reed Experience 2003 - 2006
Job Senior Communications Designer at Lexmark Enterprise Software
Industry Marketing and Advertising
Experience
Lexmark Enterprise Software April 2013 - Present
Perceptive Software July 2007 - April 2013
Waddell & Reed 2003 - 2006
Fleishman-Hillard July 2000 - October 2002
Bartlett & West July 1998 - June 2000
Skills
Presentation Design, Graphic Design, Information Design, Marketing, Branding & Identity, Corporate Communications, Marketing Communications, PowerPoint, Presentations, Keynote, Presentation Development, Sales Presentations, Technical Presentations, Adobe Creative Suite, User Experience, Adobe Acrobat, Salesforce.com, Social Media, Web Design, User Interface Design, Interaction Design, Microsoft Office, Technical Writing, Social Media Marketing, Project Management, Public Relations, Photoshop, Visio, Financial Services, HTML
Education
The University of Kansas 2003 — 2006
BS, Journalism - Strategic Communications
Lexmark Enterprise Software April 2013 - Present
Perceptive Software July 2007 - April 2013
Waddell & Reed 2003 - 2006
Fleishman-Hillard July 2000 - October 2002
Bartlett & West July 1998 - June 2000
Skills
Presentation Design, Graphic Design, Information Design, Marketing, Branding & Identity, Corporate Communications, Marketing Communications, PowerPoint, Presentations, Keynote, Presentation Development, Sales Presentations, Technical Presentations, Adobe Creative Suite, User Experience, Adobe Acrobat, Salesforce.com, Social Media, Web Design, User Interface Design, Interaction Design, Microsoft Office, Technical Writing, Social Media Marketing, Project Management, Public Relations, Photoshop, Visio, Financial Services, HTML
Education
The University of Kansas 2003 — 2006
BS, Journalism - Strategic Communications
Ryan Rowley's Waddell & Reed Experience June 2015 - Present
Job Financial Advisor at Waddell & Reed
Industry Financial Services
Experience
Waddell & Reed June 2015 - Present
Kansas City Marketing Group August 2014 - May 2015
Boston Financial Data Services November 2012 - August 2013
Landmark Tower LLC June 2008 - August 2012
Delta Upsilon International Fraternity 2011 - 2012
Coen Energy Corporation May 2010 - August 2010
Skills
Financial Analysis, Customer Service, Microsoft Excel, Process Improvement, PowerPoint, Microsoft Office, Strategic Planning, Microsoft Word, Public Speaking, Data Analysis
Education
University of Kansas 2009 — 2016
Bachelor's Degree, Sport Management
Rockhurst High School 2005 — 2009
Waddell & Reed June 2015 - Present
Kansas City Marketing Group August 2014 - May 2015
Boston Financial Data Services November 2012 - August 2013
Landmark Tower LLC June 2008 - August 2012
Delta Upsilon International Fraternity 2011 - 2012
Coen Energy Corporation May 2010 - August 2010
Skills
Financial Analysis, Customer Service, Microsoft Excel, Process Improvement, PowerPoint, Microsoft Office, Strategic Planning, Microsoft Word, Public Speaking, Data Analysis
Education
University of Kansas 2009 — 2016
Bachelor's Degree, Sport Management
Rockhurst High School 2005 — 2009
Eric Ewen's Waddell & Reed Experience September 2006 - December 2006
Job Independent Computer Software Professional
Industry Computer Software
Experience
Office of the Comptroller of the Currency December 2006 - Present
NOAA January 2008 - December 2008
Waddell & Reed September 2006 - December 2006
Defense Commissary Agency August 2006 - August 2006
Dayspring Systems June 2005 - June 2006
Maryland Insurance Administration 2003 - 2006
Open Systems Group/Para-Docs January 2001 - June 2005
Open Systems Group January 1998 - June 2005
Open Systems Group June 1996 - January 2001
Open Systems Group March 1996 - June 1998
Skills
Documentum, Marketing, Finance, Business Analysis, Document Management, Open Source, Business Process..., Strategic Consulting, Linux, Banking, SQL, Business Process, Software Documentation, Requirements Analysis, Microsoft SQL Server, SharePoint, Leadership, Enterprise Content..., Enterprise Software, Management, Training, Analysis, Records Management, SDLC, Information Management, Knowledge Management, Enterprise Architecture, Networking, Integration, IT Strategy, Visio, IT Management, Requirements Gathering, ITIL, Program Management, Software Project..., Databases, Disaster Recovery, Information Technology, Cloud Computing
Education
The University of Texas at Arlington 1990 — 1992
MA, English-Literature and Rhetoric
The University of Texas at Austin 1988 — 1990
BA, English
Office of the Comptroller of the Currency December 2006 - Present
NOAA January 2008 - December 2008
Waddell & Reed September 2006 - December 2006
Defense Commissary Agency August 2006 - August 2006
Dayspring Systems June 2005 - June 2006
Maryland Insurance Administration 2003 - 2006
Open Systems Group/Para-Docs January 2001 - June 2005
Open Systems Group January 1998 - June 2005
Open Systems Group June 1996 - January 2001
Open Systems Group March 1996 - June 1998
Skills
Documentum, Marketing, Finance, Business Analysis, Document Management, Open Source, Business Process..., Strategic Consulting, Linux, Banking, SQL, Business Process, Software Documentation, Requirements Analysis, Microsoft SQL Server, SharePoint, Leadership, Enterprise Content..., Enterprise Software, Management, Training, Analysis, Records Management, SDLC, Information Management, Knowledge Management, Enterprise Architecture, Networking, Integration, IT Strategy, Visio, IT Management, Requirements Gathering, ITIL, Program Management, Software Project..., Databases, Disaster Recovery, Information Technology, Cloud Computing
Education
The University of Texas at Arlington 1990 — 1992
MA, English-Literature and Rhetoric
The University of Texas at Austin 1988 — 1990
BA, English
Christopher Allen, CFA's Waddell & Reed Experience May 2014 - Present
Job High Yield Analyst at Waddell & Reed
Industry Investment Management
Experience
Waddell & Reed May 2014 - Present
American Century Investments July 2010 - May 2014
Invesco Aim June 2009 - August 2009
Boyer Corporon Wealth Management November 2006 - May 2008
PNC Bank; Midland Loan Services September 2005 - November 2006
Skills
Investments, Analysis, Equity Research, Investment Strategies, Equities, Bloomberg, Data Analysis, Valuation, Financial Modeling, Investment Management, Equity Valuation, Bonds
Education
University of Wisconsin-Madison - School of Business 2008 — 2010
MBA, Applied Securities Analysis Program
The University of Kansas 2001 — 2005
Finance, Finance and Philosophy
Waddell & Reed May 2014 - Present
American Century Investments July 2010 - May 2014
Invesco Aim June 2009 - August 2009
Boyer Corporon Wealth Management November 2006 - May 2008
PNC Bank; Midland Loan Services September 2005 - November 2006
Skills
Investments, Analysis, Equity Research, Investment Strategies, Equities, Bloomberg, Data Analysis, Valuation, Financial Modeling, Investment Management, Equity Valuation, Bonds
Education
University of Wisconsin-Madison - School of Business 2008 — 2010
MBA, Applied Securities Analysis Program
The University of Kansas 2001 — 2005
Finance, Finance and Philosophy
Tracey (Cluthe) English's Waddell & Reed Experience May 1999 - May 2004
Job Owner, Personal Trainer at Aspire Fitness LLC
Industry Health, Wellness and Fitness
Experience
Aspire Fitness LLC January 2012 - Present
Body Boutique May 2004 - December 2011
Waddell & Reed May 1999 - May 2004
Skills
Recruiting, Marketing Strategy, Strategic Planning, Sales, Public Speaking, Customer Service, Microsoft Office, Budgets, Fitness Training, Small Business Marketing, Nutrition, Social Media Marketing, Personal Training, Fitness, Small Business Online..., Functional Training, Weight Training, Teaching, Kettlebells, Strength Training, Endurance, Boot Camp
Education
University of Kansas 1992 — 1996
Bachelor of Science (BS), English Language and Literature/Letters
Aspire Fitness LLC January 2012 - Present
Body Boutique May 2004 - December 2011
Waddell & Reed May 1999 - May 2004
Skills
Recruiting, Marketing Strategy, Strategic Planning, Sales, Public Speaking, Customer Service, Microsoft Office, Budgets, Fitness Training, Small Business Marketing, Nutrition, Social Media Marketing, Personal Training, Fitness, Small Business Online..., Functional Training, Weight Training, Teaching, Kettlebells, Strength Training, Endurance, Boot Camp
Education
University of Kansas 1992 — 1996
Bachelor of Science (BS), English Language and Literature/Letters
Craig Tinslar's Waddell & Reed Experience March 1999 - June 2003
Job Independent Financial Services Professional
Industry Financial Services
Experience
MWA Financial Group July 2003 - Present
Waddell & Reed March 1999 - June 2003
Halliburton July 1978 - December 1998
Education
Texas A&M University 1974 — 1978
MWA Financial Group July 2003 - Present
Waddell & Reed March 1999 - June 2003
Halliburton July 1978 - December 1998
Education
Texas A&M University 1974 — 1978
Kimberly Carson's Waddell & Reed Experience January 2009 - May 2011
Job Financial Advisor, CLTC
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. July 2011 - Present
Waddell & Reed January 2009 - May 2011
Silicon Valley Small Business Development Center March 2009 - January 2011
CRG Real Estate and Mortgage Services January 2006 - November 2007
American Home Mortgage July 2005 - February 2007
Bank of America April 2003 - July 2005
Cadence Design Systems November 2000 - November 2003
Park Wine Company 1997 - 2000
Birk's Restaurant 1990 - 2000
Education
Securities Training Institute 2008 — 2008
Series 7, 6, 63, 65 and California Insurance Licenses, Investment, Retirement and Protection Planning
Securities Training Institute 2008 — 2008
Series 65, Financial Planning
CMPS Institute 2007 — 2007
Certificate, Mortgage/Financial Planning
Allied Business School 2002 — 2004
Finance, General
George Washington University 2002 — 2002
Certificate, Project Management
West Valley College 1980 — 1982
General Business
Westmont High School 1976 — 1980
General
Ameriprise Financial Services, Inc. July 2011 - Present
Waddell & Reed January 2009 - May 2011
Silicon Valley Small Business Development Center March 2009 - January 2011
CRG Real Estate and Mortgage Services January 2006 - November 2007
American Home Mortgage July 2005 - February 2007
Bank of America April 2003 - July 2005
Cadence Design Systems November 2000 - November 2003
Park Wine Company 1997 - 2000
Birk's Restaurant 1990 - 2000
Education
Securities Training Institute 2008 — 2008
Series 7, 6, 63, 65 and California Insurance Licenses, Investment, Retirement and Protection Planning
Securities Training Institute 2008 — 2008
Series 65, Financial Planning
CMPS Institute 2007 — 2007
Certificate, Mortgage/Financial Planning
Allied Business School 2002 — 2004
Finance, General
George Washington University 2002 — 2002
Certificate, Project Management
West Valley College 1980 — 1982
General Business
Westmont High School 1976 — 1980
General
Kurt Sundeen's Waddell & Reed Experience November 1993 - Present
Job SVP, Chief Operations Officer
Industry Financial Services
Experience
Waddell & Reed November 1993 - Present
Education
University of Kansas 1994 — 1997
MBA
University of Wisconsin-Madison 1986 — 1990
BS
Waddell & Reed November 1993 - Present
Education
University of Kansas 1994 — 1997
MBA
University of Wisconsin-Madison 1986 — 1990
BS
Laurie Nortz's Waddell & Reed Experience June 2005 - October 2005
Job Assistant Vice President for Major and Planned Giving at United Way of Central Carolinas
Industry Fund-Raising
Experience
United Way of Central Carolinas May 2015 - Present
United Way of Central Carolinas March 2014 - Present
Clemson University April 2013 - April 2014
Winthrop University October 2005 - April 2013
Waddell & Reed June 2005 - October 2005
Winthrop University October 2004 - May 2005
Jefferson Community College 1993 - 2004
Marine Midland Bank 1990 - 1993
WWNY-TV 7, a CBS affiliate 1987 - 1990
Key Bank of Northern New York 1981 - 1987
Skills
Fundraising, Event Planning, Public Relations, Non-profits, Public Speaking, Event Management, Media Relations, Community Outreach, Marketing Communications, Press Releases, Strategic Planning, Program Development, Grant Writing, Social Media, Research, Marketing, Microsoft Office, Higher Education, Leadership Development, Grants, Email Marketing, Nonprofits, Proposal Writing, Training, Stewardship, Philanthropy, Advertising, Personal Financial..., Volunteer Management, Program Management, Planned Giving, Recruiting, Sales, Community Development, Social Networking, Newsletters, Policy, Editing, Project Planning, Leadership, Social Media Marketing, Budgets, Strategic Communications, Staff Development, Sponsorship, Organizational..., Student Affairs, Facebook, Team Building, Data Analysis
Education
Winthrop University 2005 — 2009
MBA
State University of New York College at Oswego
Bachelor of Science, Business Administration
Watertown High School
United Way of Central Carolinas May 2015 - Present
United Way of Central Carolinas March 2014 - Present
Clemson University April 2013 - April 2014
Winthrop University October 2005 - April 2013
Waddell & Reed June 2005 - October 2005
Winthrop University October 2004 - May 2005
Jefferson Community College 1993 - 2004
Marine Midland Bank 1990 - 1993
WWNY-TV 7, a CBS affiliate 1987 - 1990
Key Bank of Northern New York 1981 - 1987
Skills
Fundraising, Event Planning, Public Relations, Non-profits, Public Speaking, Event Management, Media Relations, Community Outreach, Marketing Communications, Press Releases, Strategic Planning, Program Development, Grant Writing, Social Media, Research, Marketing, Microsoft Office, Higher Education, Leadership Development, Grants, Email Marketing, Nonprofits, Proposal Writing, Training, Stewardship, Philanthropy, Advertising, Personal Financial..., Volunteer Management, Program Management, Planned Giving, Recruiting, Sales, Community Development, Social Networking, Newsletters, Policy, Editing, Project Planning, Leadership, Social Media Marketing, Budgets, Strategic Communications, Staff Development, Sponsorship, Organizational..., Student Affairs, Facebook, Team Building, Data Analysis
Education
Winthrop University 2005 — 2009
MBA
State University of New York College at Oswego
Bachelor of Science, Business Administration
Watertown High School
Gae Lennan's Waddell & Reed Experience 1987 - 1988
Job Director, Information Technology Unity
Industry Information Services
Experience
Unity June 2011 - Present
Unity 2002 - June 2011
Unity 1997 - 2002
Unity 1991 - 1997
University of Kansas 1988 - 1991
Waddell & Reed 1987 - 1988
City of Independence 1985 - 1987
Skills
Strategic Planning, Leadership, System Administration, Project Management, Team Building, Program Management, Management, Customer Service
Education
University of Kansas 1989 — 1991
MBA
University of Central Missouri 1980 — 1984
BSBA, Computer Information Technology
Unity June 2011 - Present
Unity 2002 - June 2011
Unity 1997 - 2002
Unity 1991 - 1997
University of Kansas 1988 - 1991
Waddell & Reed 1987 - 1988
City of Independence 1985 - 1987
Skills
Strategic Planning, Leadership, System Administration, Project Management, Team Building, Program Management, Management, Customer Service
Education
University of Kansas 1989 — 1991
MBA
University of Central Missouri 1980 — 1984
BSBA, Computer Information Technology
Theismon Giles's Waddell & Reed Experience October 2001 - January 2003
Job Tax Accountant
Industry Accounting
Experience
Michaels Stores, Inc. November 2010 - Present
CompUSA Inc June 2007 - July 2010
Hutton Communications Inc September 2006 - June 2007
JPMorganChase June 2006 - September 2006
TechLaw Inc April 2000 - January 2006
Jackson Hewitt Tax Services January 2003 - April 2003
Waddell & Reed October 2001 - January 2003
Skills
Tax, General Ledger, Accounting, Account Reconciliation, Auditing, Accruals, Sales Tax, Journal Entries
Education
The University of Dallas 2005 — 2008
Master of Science, Accounting
Cedar Valley College 2003 — 2005
Associate in Applied Sciences, Accounting
The University of Texas at Austin 1994 — 1999
Bachelor in Arts, Mathematics
Michaels Stores, Inc. November 2010 - Present
CompUSA Inc June 2007 - July 2010
Hutton Communications Inc September 2006 - June 2007
JPMorganChase June 2006 - September 2006
TechLaw Inc April 2000 - January 2006
Jackson Hewitt Tax Services January 2003 - April 2003
Waddell & Reed October 2001 - January 2003
Skills
Tax, General Ledger, Accounting, Account Reconciliation, Auditing, Accruals, Sales Tax, Journal Entries
Education
The University of Dallas 2005 — 2008
Master of Science, Accounting
Cedar Valley College 2003 — 2005
Associate in Applied Sciences, Accounting
The University of Texas at Austin 1994 — 1999
Bachelor in Arts, Mathematics
Cary Kauffman's Waddell & Reed Experience 2008 - Present
Job Marketing and Advertising Professional
Industry Marketing and Advertising
Experience
Waddell & Reed 2008 - Present
American Century Investments February 2003 - November 2007
American Century Investments 1998 - 2003
American Century 1997 - 1998
Utilicorp United 1995 - 1997
K.C. and C., Inc. 1990 - 1995
Education
The University of Kansas 1983 — 1987
Waddell & Reed 2008 - Present
American Century Investments February 2003 - November 2007
American Century Investments 1998 - 2003
American Century 1997 - 1998
Utilicorp United 1995 - 1997
K.C. and C., Inc. 1990 - 1995
Education
The University of Kansas 1983 — 1987
Brendan Woodbury's Waddell & Reed Experience June 2002 - August 2004
Job Senior Legislative Assistant at Rep. Denny Heck
Industry Information Services
Experience
Rep. Denny Heck February 2013 - Present
IAC, LLC March 2011 - January 2013
House Financial Services Committee January 2009 - January 2011
Presidential Inaugural Committee January 2009 - January 2009
Rep Nancy Boyda March 2007 - January 2009
TestMasters January 2006 - June 2007
Bear Stearns August 2004 - December 2004
Waddell & Reed June 2002 - August 2004
Skills
Economics, Public Policy, Research, Policy Analysis, Strategic Planning, Policy, Nonprofits, Leadership, Government, Politics, Strategy, International Relations, Data Analysis, Legislative Relations, Analysis, Public Speaking, Political Science
Education
University of Kansas
Bachelor of Science (BS), Organismal Biology
Rep. Denny Heck February 2013 - Present
IAC, LLC March 2011 - January 2013
House Financial Services Committee January 2009 - January 2011
Presidential Inaugural Committee January 2009 - January 2009
Rep Nancy Boyda March 2007 - January 2009
TestMasters January 2006 - June 2007
Bear Stearns August 2004 - December 2004
Waddell & Reed June 2002 - August 2004
Skills
Economics, Public Policy, Research, Policy Analysis, Strategic Planning, Policy, Nonprofits, Leadership, Government, Politics, Strategy, International Relations, Data Analysis, Legislative Relations, Analysis, Public Speaking, Political Science
Education
University of Kansas
Bachelor of Science (BS), Organismal Biology
Kay Brooks's Waddell & Reed Experience August 2014 - Present
Job BI Program/Engagement Manager/Architect
Industry Information Technology and Services
Experience
Waddell & Reed August 2014 - Present
Kay Brooks Consulting January 2009 - August 2014
Kronos February 2014 - June 2014
Noetix Corporation July 2010 - November 2012
Ascentium March 2008 - December 2008
Knightsbridge Solutions (now Hewlett Packard) February 2006 - April 2008
HSBC Card Services April 2005 - February 2006
Gap Inc. May 2003 - February 2005
Sun Microsystems February 1998 - December 2002
Skills
Business Intelligence, CRM, Business Analysis, Program Management, Integration, Data Warehousing, Vendor Management, Strategy, ERP, Professional Services, Software Project...
Education
The University of Kansas
Waddell & Reed August 2014 - Present
Kay Brooks Consulting January 2009 - August 2014
Kronos February 2014 - June 2014
Noetix Corporation July 2010 - November 2012
Ascentium March 2008 - December 2008
Knightsbridge Solutions (now Hewlett Packard) February 2006 - April 2008
HSBC Card Services April 2005 - February 2006
Gap Inc. May 2003 - February 2005
Sun Microsystems February 1998 - December 2002
Skills
Business Intelligence, CRM, Business Analysis, Program Management, Integration, Data Warehousing, Vendor Management, Strategy, ERP, Professional Services, Software Project...
Education
The University of Kansas
Mathew Graham's Waddell & Reed Experience October 2011 - Present
Job Schreck Financial Group
Industry Investment Management
Experience
Schreck Financial Group Llc January 2014 - Present
Waddell & Reed October 2011 - Present
Waddell & Reed May 2008 - October 2011
Skills
Banking, Customer Service, Risk Management, Insurance, Credit, Coaching, Budgets, Strategic Planning, Finance
Education
Wichita State University 2012 — 2013
Bachelor of Business Administration (BBA), Business Administration and Management, General, 3.0
The University of Kansas 2003 — 2008
Schreck Financial Group Llc January 2014 - Present
Waddell & Reed October 2011 - Present
Waddell & Reed May 2008 - October 2011
Skills
Banking, Customer Service, Risk Management, Insurance, Credit, Coaching, Budgets, Strategic Planning, Finance
Education
Wichita State University 2012 — 2013
Bachelor of Business Administration (BBA), Business Administration and Management, General, 3.0
The University of Kansas 2003 — 2008
Jeisun Lawson's Waddell & Reed Experience January 2007 - June 2007
Job Distribution
Industry Warehousing
Experience
alphabroder/ Ash City March 2015 - Present
YRC Freight October 2014 - March 2015
YRC Freight November 2013 - October 2014
YRC Freight June 2010 - November 2013
YRC Freight August 2008 - June 2010
Waddell & Reed January 2007 - June 2007
Ledbetter Janitorial June 1999 - May 2007
Skills
Transportation, Freight, Strategic Planning, Operations Management, Inventory Management, Forecasting, Logistics Management, Logistics, Hiring, Employee Training, PeopleSoft, Economics, SAP, Payroll, Coaching, Leadership, Training, LTL, Transportation..., Trucking, Truckload, Distribution Center..., Microsoft Word, Microsoft Office, PowerPoint, Microsoft Excel, Management
Education
National Academy of Sports Medicine 2014 — 2014
Certified Personal Training, Certified Personal Trainer
University of Phoenix 2008 — 2009
Master of Business Administration, International Business
University of Kansas 2003 — 2007
Bachelor of Arts (B.A.), Economics
University of Kansas 2003 — 2007
Minor, Business Administration and Management, General
alphabroder/ Ash City March 2015 - Present
YRC Freight October 2014 - March 2015
YRC Freight November 2013 - October 2014
YRC Freight June 2010 - November 2013
YRC Freight August 2008 - June 2010
Waddell & Reed January 2007 - June 2007
Ledbetter Janitorial June 1999 - May 2007
Skills
Transportation, Freight, Strategic Planning, Operations Management, Inventory Management, Forecasting, Logistics Management, Logistics, Hiring, Employee Training, PeopleSoft, Economics, SAP, Payroll, Coaching, Leadership, Training, LTL, Transportation..., Trucking, Truckload, Distribution Center..., Microsoft Word, Microsoft Office, PowerPoint, Microsoft Excel, Management
Education
National Academy of Sports Medicine 2014 — 2014
Certified Personal Training, Certified Personal Trainer
University of Phoenix 2008 — 2009
Master of Business Administration, International Business
University of Kansas 2003 — 2007
Bachelor of Arts (B.A.), Economics
University of Kansas 2003 — 2007
Minor, Business Administration and Management, General
Chris Koepsel's Waddell & Reed Experience August 2006 - August 2007
Job Associate at Latham & Watkins LLP
Industry Law Practice
Experience
Latham & Watkins October 2011 - Present
Latham & Watkins May 2010 - July 2010
Sullivan & Cromwell LLP May 2009 - August 2009
McDermott Will & Emery May 2008 - August 2008
Waddell & Reed August 2006 - August 2007
VSR Financial Services October 2005 - June 2006
Education
University of Southern California - Marshall School of Business 2009 — 2011
Master of Business Administration (MBA)
University of Southern California Law School 2007 — 2011
Doctor of Law (JD)
The University of Kansas 2001 — 2005
B.S., Business and biochemistry
Latham & Watkins October 2011 - Present
Latham & Watkins May 2010 - July 2010
Sullivan & Cromwell LLP May 2009 - August 2009
McDermott Will & Emery May 2008 - August 2008
Waddell & Reed August 2006 - August 2007
VSR Financial Services October 2005 - June 2006
Education
University of Southern California - Marshall School of Business 2009 — 2011
Master of Business Administration (MBA)
University of Southern California Law School 2007 — 2011
Doctor of Law (JD)
The University of Kansas 2001 — 2005
B.S., Business and biochemistry
Arthur C. Ressmann, Jr., CLU, ChFC's Waddell & Reed Experience February 2005 - May 2006
Job Vice President & Life Sales Manager at Frost Investment Services
Industry Financial Services
Experience
Frost Investment Services Regional Vice PresidentZacks Investment ManagementAugust 2006 - April 2007
Waddell & Reed February 2005 - May 2006
TruWest Credit Union September 2000 - December 2004
Education
The University of Texas at Austin 1970 — 1974
Frost Investment Services Regional Vice PresidentZacks Investment ManagementAugust 2006 - April 2007
Waddell & Reed February 2005 - May 2006
TruWest Credit Union September 2000 - December 2004
Education
The University of Texas at Austin 1970 — 1974
Richard Gerek's Waddell & Reed Experience July 1996 - January 2000
Job Director of Field Support at American National Insurance Co.
Industry Insurance
Experience
American National Insurance Co. November 1999 - Present
Waddell & Reed July 1996 - January 2000
Skills
Insurance, Call Center, Property & Casualty..., Commercial Insurance, IRAs, Health Insurance, Sales, Fixed Annuities, Accident, Strategic Planning, Claim, Casualty, Commercial Lines, Liability, Umbrella Insurance, Legal Liability, Workers Compensation, Call Centers, Team Building, Retirement Planning, Whole Life, New Business Development, Disability Insurance, 401k, Small Business, Retirement, Underwriting, Direct Sales, Customer Service, Risk Management, Sales Management, Term Life Insurance, General Insurance, Homeowners, Account Management, Coaching, Training, Motorcycle, Employee Benefits, Leadership, Professional Liability, Financial Planners, Customer Satisfaction, Mutual Funds, Life Insurance, Process Improvement, Medicare, Long-term Care, Brokers, Critical Illness
Education
Clear Creek High School
Stephen F. Austin State University
BBA, Marketing
American National Insurance Co. November 1999 - Present
Waddell & Reed July 1996 - January 2000
Skills
Insurance, Call Center, Property & Casualty..., Commercial Insurance, IRAs, Health Insurance, Sales, Fixed Annuities, Accident, Strategic Planning, Claim, Casualty, Commercial Lines, Liability, Umbrella Insurance, Legal Liability, Workers Compensation, Call Centers, Team Building, Retirement Planning, Whole Life, New Business Development, Disability Insurance, 401k, Small Business, Retirement, Underwriting, Direct Sales, Customer Service, Risk Management, Sales Management, Term Life Insurance, General Insurance, Homeowners, Account Management, Coaching, Training, Motorcycle, Employee Benefits, Leadership, Professional Liability, Financial Planners, Customer Satisfaction, Mutual Funds, Life Insurance, Process Improvement, Medicare, Long-term Care, Brokers, Critical Illness
Education
Clear Creek High School
Stephen F. Austin State University
BBA, Marketing
Paul Ayala's Waddell & Reed Experience November 2010 - June 2013
Job Consulting Accounting Manager at Axis Measurement & Construction
Industry Oil & Energy
Experience
Axis Measurement & Construction October 2014 - Present
EOTEX Energy Services June 2013 - September 2014
Waddell & Reed November 2010 - June 2013
Chimærix, Inc. July 2011 - March 2013
Skills
Analysis, Accounting, QuickBooks, Microsoft Excel, Financial Reporting, Technical Writing, Start-ups, Microsoft Office, Software Documentation, Strategic Financial..., Investment Management, Money Management, Financial Advisory, Project Management, Quality Assurance, Aerospace, Team Building, Testing
Education
Texas A&M University 2002 — 2005
B.S., Marine Biology and Biological Oceanography
Axis Measurement & Construction October 2014 - Present
EOTEX Energy Services June 2013 - September 2014
Waddell & Reed November 2010 - June 2013
Chimærix, Inc. July 2011 - March 2013
Skills
Analysis, Accounting, QuickBooks, Microsoft Excel, Financial Reporting, Technical Writing, Start-ups, Microsoft Office, Software Documentation, Strategic Financial..., Investment Management, Money Management, Financial Advisory, Project Management, Quality Assurance, Aerospace, Team Building, Testing
Education
Texas A&M University 2002 — 2005
B.S., Marine Biology and Biological Oceanography
Bobette Boettcher's Waddell & Reed Experience February 2014 - Present
Job Sr. Systems Analyst at Waddell & Reed
Industry Information Technology and Services
Experience
Waddell & Reed February 2014 - Present
Technisource July 2010 - February 2014
Technisource July 2009 - June 2010
YRC Worldwide Technologies August 1999 - March 2009
Compuware September 1997 - August 1999
Computer Dynamics October 1995 - September 1997
VCW, Inc. March 1995 - October 1995
Bliss Associates, LLC January 1993 - March 1995
Texas A&M University, College of Medicine June 1991 - January 1993
Westpoint Pepperell October 1987 - June 1991
Skills
JCL, Fileaid, DB2, Xpediter, SQL, Project Management, Software Development..., COBOL, CICS, TSO, Mainframe, VSAM, MVS, SPUFI, Visio, SDLC, Databases, Easytrieve, Software Documentation, Testing, IBM Mainframe
Education
Texas State University-San Marcos 1981 — 1987
Bachelor of Business Administation, Computer Information Systems
Waddell & Reed February 2014 - Present
Technisource July 2010 - February 2014
Technisource July 2009 - June 2010
YRC Worldwide Technologies August 1999 - March 2009
Compuware September 1997 - August 1999
Computer Dynamics October 1995 - September 1997
VCW, Inc. March 1995 - October 1995
Bliss Associates, LLC January 1993 - March 1995
Texas A&M University, College of Medicine June 1991 - January 1993
Westpoint Pepperell October 1987 - June 1991
Skills
JCL, Fileaid, DB2, Xpediter, SQL, Project Management, Software Development..., COBOL, CICS, TSO, Mainframe, VSAM, MVS, SPUFI, Visio, SDLC, Databases, Easytrieve, Software Documentation, Testing, IBM Mainframe
Education
Texas State University-San Marcos 1981 — 1987
Bachelor of Business Administation, Computer Information Systems
Eve Nuti's Waddell & Reed Experience September 2008 - October 2013
Job Staff Accountant at Harvey & Caldwell, PA
Industry Financial Services
Experience
Harvey & Caldwell, PA August 2014 - Present
Harvey & Caldwell, PA 2014 - 2015
Harvey & Caldwell, PA 2014 - 2015
Accounting & Tax Solutions January 2014 - April 2014
Waddell & Reed September 2008 - October 2013
H&R Block January 2004 - April 2008
Citicorp North America July 1987 - May 1989
Skills
Accounting, Budgets, Financial Reporting, Sales, Microsoft Office, Process Improvement, Management, Negotiation, Microsoft Word, Outlook, Strategic Planning, Team Leadership, Payroll, Leadership, Team Building, Training, Microsoft Excel, Compass, CORE, FOCUS, QuickBooks, QuickBooks Online
Education
Thunderbird School of Global Management 1985 — 1986
Master of Business Administration (MBA)/Master of International Management, Finance, International Finance
The George Washington University - School of Business 1981 — 1983
BBA, Finance
Harvey & Caldwell, PA August 2014 - Present
Harvey & Caldwell, PA 2014 - 2015
Harvey & Caldwell, PA 2014 - 2015
Accounting & Tax Solutions January 2014 - April 2014
Waddell & Reed September 2008 - October 2013
H&R Block January 2004 - April 2008
Citicorp North America July 1987 - May 1989
Skills
Accounting, Budgets, Financial Reporting, Sales, Microsoft Office, Process Improvement, Management, Negotiation, Microsoft Word, Outlook, Strategic Planning, Team Leadership, Payroll, Leadership, Team Building, Training, Microsoft Excel, Compass, CORE, FOCUS, QuickBooks, QuickBooks Online
Education
Thunderbird School of Global Management 1985 — 1986
Master of Business Administration (MBA)/Master of International Management, Finance, International Finance
The George Washington University - School of Business 1981 — 1983
BBA, Finance
James Walburg's Waddell & Reed Experience August 2008 - Present
Job Financial Advising Intern at Waddell & Reed
Industry Financial Services
Experience
Waddell & Reed August 2008 - Present
Wells Fargo Financial June 2008 - August 2008
Education
The University of Kansas 2004 — 2008
Bachelors, Economics, Psychology
Waddell & Reed August 2008 - Present
Wells Fargo Financial June 2008 - August 2008
Education
The University of Kansas 2004 — 2008
Bachelors, Economics, Psychology
William Luechtefeld's Waddell & Reed Experience 2010 - Present
Job Business Analyst at Waddell and Reed
Industry Financial Services
Experience
Waddell & Reed 2010 - Present
Ameriprise Advisor Services 2008 - 2009
H&R Block Financial Advisors 2007 - 2009
H&R Block Financial Advisors 2004 - 2007
H&R Block Financial Advisors 2003 - 2004
American Century Services 1993 - 2002
American Century Investments 1992 - 2002
Education
The University of Kansas 1985 — 1990
Personnel Administration
Waddell & Reed 2010 - Present
Ameriprise Advisor Services 2008 - 2009
H&R Block Financial Advisors 2007 - 2009
H&R Block Financial Advisors 2004 - 2007
H&R Block Financial Advisors 2003 - 2004
American Century Services 1993 - 2002
American Century Investments 1992 - 2002
Education
The University of Kansas 1985 — 1990
Personnel Administration
Deborah Mathison's Waddell & Reed Experience September 2006 - March 2007
Job Editorial Services Consultant at Mathison, Ink.
Industry Writing and Editing
Experience
Mathison, Ink. April 2012 - Present
The Wofford Group / 2010 - 2011
Hill Country News September 1996 - March 2009
Waddell & Reed September 2006 - March 2007
Skills
Photography, Event Planning, Writing, Public Relations, Promotions, Editing, Event Management, Advertising, Customer Relations, Social Media, Excel, Public Speaking, Word, Microsoft Office, Microsoft Word, Microsoft Excel, Customer Service, Sales, Marketing, Copy Editing, Press Releases, Blogging, Small Business, Time Management, Training, Editorial, Social Networking, Photoshop, Facebook, Newsletters, Online Marketing, Marketing Communications, Email Marketing, Fundraising, Business Development, Social Media Marketing, Marketing Strategy, SEO, Online Advertising, Publishing, Digital Marketing
Education
The University of Texas at Austin 1976 — 1978
Bachelors, Journalism / Finance
The University of Texas at Austin
Bachelor of Journalism
Mathison, Ink. April 2012 - Present
The Wofford Group / 2010 - 2011
Hill Country News September 1996 - March 2009
Waddell & Reed September 2006 - March 2007
Skills
Photography, Event Planning, Writing, Public Relations, Promotions, Editing, Event Management, Advertising, Customer Relations, Social Media, Excel, Public Speaking, Word, Microsoft Office, Microsoft Word, Microsoft Excel, Customer Service, Sales, Marketing, Copy Editing, Press Releases, Blogging, Small Business, Time Management, Training, Editorial, Social Networking, Photoshop, Facebook, Newsletters, Online Marketing, Marketing Communications, Email Marketing, Fundraising, Business Development, Social Media Marketing, Marketing Strategy, SEO, Online Advertising, Publishing, Digital Marketing
Education
The University of Texas at Austin 1976 — 1978
Bachelors, Journalism / Finance
The University of Texas at Austin
Bachelor of Journalism
Jason Gwyn's Waddell & Reed Experience November 2007 - March 2008
Job High School Teacher and Coach at Hebron High School
Industry Education Management
Experience
Hebron High School August 2011 - Present
Team Mizuno - Impulse Fastpitch Softball Organization January 2011 - Present
Self May 2009 - Present
Volusion November 2008 - May 2010
Superfund Wanderers March 2008 - September 2008
Waddell & Reed November 2007 - March 2008
Wells Fargo November 2006 - November 2007
Texas Woman's University August 2005 - November 2006
Skills
Team Building, Softball, Social Media, Microsoft Office, Coaching, Public Speaking, Event Planning, Management, Customer Service, PowerPoint, Sales, Microsoft Excel, Microsoft Word, Account Management, Strategic Planning, Marketing, Training
Education
The University of Texas at Austin 2003 — 2005
Masters, Sport Psychology
Texas Tech University 1998 — 2003
BS, Exercise and Sport Science / Pyschology
Hebron High School August 2011 - Present
Team Mizuno - Impulse Fastpitch Softball Organization January 2011 - Present
Self May 2009 - Present
Volusion November 2008 - May 2010
Superfund Wanderers March 2008 - September 2008
Waddell & Reed November 2007 - March 2008
Wells Fargo November 2006 - November 2007
Texas Woman's University August 2005 - November 2006
Skills
Team Building, Softball, Social Media, Microsoft Office, Coaching, Public Speaking, Event Planning, Management, Customer Service, PowerPoint, Sales, Microsoft Excel, Microsoft Word, Account Management, Strategic Planning, Marketing, Training
Education
The University of Texas at Austin 2003 — 2005
Masters, Sport Psychology
Texas Tech University 1998 — 2003
BS, Exercise and Sport Science / Pyschology
Julie Rush's Waddell & Reed Experience August 2000 - October 2001
Job Sr. Investment Research Associate at Prairie Capital Management
Industry Financial Services
Experience
Prairie Capital Management September 2004 - Present
State Street October 2001 - September 2004
Waddell & Reed August 2000 - October 2001
Skills
Due Diligence, Financial Analysis, Financial Services, Finance
Education
University of Kansas 2007 — 2009
Master of Business Administration, Finance
The University of Kansas 1997 — 2001
Bachelor of Science Business Administration & Bachelor of Science Accounting, Finance
Prairie Capital Management September 2004 - Present
State Street October 2001 - September 2004
Waddell & Reed August 2000 - October 2001
Skills
Due Diligence, Financial Analysis, Financial Services, Finance
Education
University of Kansas 2007 — 2009
Master of Business Administration, Finance
The University of Kansas 1997 — 2001
Bachelor of Science Business Administration & Bachelor of Science Accounting, Finance
James Kenniv's Waddell & Reed Experience January 2001 - December 2003
Job Owner at James Kenniv Music Studio
Industry Music
Experience
James Kenniv Music Studio August 2005 - Present
James Kenniv Private Lessons August 2001 - June 2005
Waddell & Reed January 2001 - December 2003
Lebanon School of Music September 1997 - December 2000
Lebanon School of Music September 1997 - December 2000
Skills
Music, Recording, Piano, Music Production, Composition, Songwriting, Composing, Audio Engineering, Studio Recording, Singing, Drummer, Public Speaking, Event Planning, Sibelius, Logic Pro, Worship Leading, Music Theory, Percussion, Teaching, Music Education, Leadership, Bands, Music Industry, Sound, Classical, Music Publishing, Vocal, Entertainment
Education
Taylor University 1985 — 1990
BA, Music Theory/Composition
Elida High School 1981 — 1985
James Kenniv Music Studio August 2005 - Present
James Kenniv Private Lessons August 2001 - June 2005
Waddell & Reed January 2001 - December 2003
Lebanon School of Music September 1997 - December 2000
Lebanon School of Music September 1997 - December 2000
Skills
Music, Recording, Piano, Music Production, Composition, Songwriting, Composing, Audio Engineering, Studio Recording, Singing, Drummer, Public Speaking, Event Planning, Sibelius, Logic Pro, Worship Leading, Music Theory, Percussion, Teaching, Music Education, Leadership, Bands, Music Industry, Sound, Classical, Music Publishing, Vocal, Entertainment
Education
Taylor University 1985 — 1990
BA, Music Theory/Composition
Elida High School 1981 — 1985
Steven Winicki's Waddell & Reed Experience October 2004 - November 2008
Job Sales & Marketing Management Global Business Development at Prometric
Industry Marketing and Advertising
Experience
Prometric May 2014 - Present
Prometric September 2011 - May 2014
Prometric March 2009 - September 2011
Waddell & Reed October 2004 - November 2008
Skills
Cross-functional Team..., Marketing, Product Marketing, Strategic Planning, Product Management, Risk Management, Sales, SDLC, Microsoft Office, Strategy, Project Management, Business Development, Leadership, Management, CRM, Program Management, Business Analysis, Data Analysis, Process Improvement, Vendor Management
Education
State University of New York College at Brockport 2000 — 2004
BA, Communication, Marketing
Prometric May 2014 - Present
Prometric September 2011 - May 2014
Prometric March 2009 - September 2011
Waddell & Reed October 2004 - November 2008
Skills
Cross-functional Team..., Marketing, Product Marketing, Strategic Planning, Product Management, Risk Management, Sales, SDLC, Microsoft Office, Strategy, Project Management, Business Development, Leadership, Management, CRM, Program Management, Business Analysis, Data Analysis, Process Improvement, Vendor Management
Education
State University of New York College at Brockport 2000 — 2004
BA, Communication, Marketing
Cara Yin's Waddell & Reed Experience 2012 - 2013
Job Fine Art
Industry Accounting
Experience
Deloitte 2013 - Present
Waddell & Reed 2012 - 2013
Skills
Management, Research, Leadership, Strategic Planning, Public Speaking, Assurance, Fine Art
Education
University of Mississippi 2006 — 2010
The London School of Economics and Political Science (LSE) 2008 — 2008
Deloitte 2013 - Present
Waddell & Reed 2012 - 2013
Skills
Management, Research, Leadership, Strategic Planning, Public Speaking, Assurance, Fine Art
Education
University of Mississippi 2006 — 2010
The London School of Economics and Political Science (LSE) 2008 — 2008
Robert (Bob) Underwood's Waddell & Reed Experience January 1998 - January 2002
Job Finance Manager at Howard Hanna
Industry Real Estate
Experience
Howard Hanna January 2002 - Present
Waddell & Reed January 1998 - January 2002
Skills
Financial Analysis, Residential Homes, Microsoft Office, Real Estate, Finance, First Time Home Buyers, Customer Service, Microsoft Excel, Investment Properties, Short Sales, Relocation, Negotiation, Referrals
Education
The Ohio State University 1994 — 1998
Bachelor of Business Administration (BBA), Finance and Financial Management Services
Howard Hanna January 2002 - Present
Waddell & Reed January 1998 - January 2002
Skills
Financial Analysis, Residential Homes, Microsoft Office, Real Estate, Finance, First Time Home Buyers, Customer Service, Microsoft Excel, Investment Properties, Short Sales, Relocation, Negotiation, Referrals
Education
The Ohio State University 1994 — 1998
Bachelor of Business Administration (BBA), Finance and Financial Management Services
todd slingerland's Waddell & Reed Experience January 1995 - April 2003
Job Pres., CEO at CAPITAL FINANCIAL PLANNING
Industry Financial Services
Experience
CAPITAL FINANCIAL PLANNING May 2003 - Present
Waddell & Reed January 1995 - April 2003
Skills
Financial Advisory, Securities, Asset Allocation, Strategic Financial..., Wealth Management, Real Estate, Relationship Management, Retirement Planning, Start-ups, Commercial Lending, Series 7
Education
The College of Saint Rose 1983 — 1987
ba, finance management
CAPITAL FINANCIAL PLANNING May 2003 - Present
Waddell & Reed January 1995 - April 2003
Skills
Financial Advisory, Securities, Asset Allocation, Strategic Financial..., Wealth Management, Real Estate, Relationship Management, Retirement Planning, Start-ups, Commercial Lending, Series 7
Education
The College of Saint Rose 1983 — 1987
ba, finance management
Nick Maese's Waddell & Reed Experience September 2009 - June 2011
Job Seaboard Corp.
Industry Accounting
Experience
Seaboard Corporation October 2014 - Present
Seaboard Corporation November 2013 - October 2014
PwC June 2011 - November 2013
Waddell & Reed September 2009 - June 2011
Skills
Auditing, Financial Reporting, Financial Accounting, Accounting, Internal Controls, SEC filings, US GAAP, GAAP, Sarbanes-Oxley Act, Financial Statements, CPA, General Ledger, Finance, Assurance, Account Reconciliation, Big 4, Microsoft Excel, Sarbanes-Oxley, Financial Audits, Accounts Payable, IFRS, Accounts Receivable, Mutual Funds, Bloomberg, Asset Management, Fixed Assets, External Audit, Financial Analysis
Education
The University of Kansas 2008 — 2009
MAcc, Accounting
The University of Kansas 2004 — 2008
BS, Accounting, Finance
Seaboard Corporation October 2014 - Present
Seaboard Corporation November 2013 - October 2014
PwC June 2011 - November 2013
Waddell & Reed September 2009 - June 2011
Skills
Auditing, Financial Reporting, Financial Accounting, Accounting, Internal Controls, SEC filings, US GAAP, GAAP, Sarbanes-Oxley Act, Financial Statements, CPA, General Ledger, Finance, Assurance, Account Reconciliation, Big 4, Microsoft Excel, Sarbanes-Oxley, Financial Audits, Accounts Payable, IFRS, Accounts Receivable, Mutual Funds, Bloomberg, Asset Management, Fixed Assets, External Audit, Financial Analysis
Education
The University of Kansas 2008 — 2009
MAcc, Accounting
The University of Kansas 2004 — 2008
BS, Accounting, Finance
Nicole Simon's Waddell & Reed Experience December 2011 - December 2012
Job Advisory Support Specialist at NFP Advisor Services
Industry Financial Services
Experience
NFP Advisor Services September 2014 - Present
Campus Advantage April 2013 - March 2014
Waddell & Reed December 2011 - December 2012
Waddell & Reed April 2010 - December 2011
Texas State University - Student Learning Assistance Center (SLAC) August 2009 - December 2009
Skills
Portfolio Management, Finance, Asset Allocation, Strategic Financial..., Financial Statement..., Capital Budgeting, Microsoft Excel, Investment Valuation, Real Estate Due..., PowerPoint, Financial Modeling, Microsoft Office, Personal Budgeting, Quarterly Reporting, Market Analysis, Series 7, Personal Financial..., Problem Solving, Accounting Standards, Time Value of Money, Value Investing, Excel Pivot
Education
Texas State University-San Marcos 2007 — 2011
Bachelor of Business Administration (BBA), Finance, 3.85, Summa Cum Laude
NFP Advisor Services September 2014 - Present
Campus Advantage April 2013 - March 2014
Waddell & Reed December 2011 - December 2012
Waddell & Reed April 2010 - December 2011
Texas State University - Student Learning Assistance Center (SLAC) August 2009 - December 2009
Skills
Portfolio Management, Finance, Asset Allocation, Strategic Financial..., Financial Statement..., Capital Budgeting, Microsoft Excel, Investment Valuation, Real Estate Due..., PowerPoint, Financial Modeling, Microsoft Office, Personal Budgeting, Quarterly Reporting, Market Analysis, Series 7, Personal Financial..., Problem Solving, Accounting Standards, Time Value of Money, Value Investing, Excel Pivot
Education
Texas State University-San Marcos 2007 — 2011
Bachelor of Business Administration (BBA), Finance, 3.85, Summa Cum Laude
Corrie Moore's Waddell & Reed Experience January 2000 - October 2006
Job General & Project Manager at Paradigm Enterprises DBA AutoSafe
Industry Consumer Services
Experience
Paradigm Enterprises DBA AutoSafe October 2005 - Present
Waddell & Reed January 2000 - October 2006
Greater Lakes Mental Healthcare July 1994 - July 2001
Skills
Process Improvement, Risk Management, Business Analysis, Strategic Planning, Project Management, Business Process..., Financial Analysis, Business Intelligence, Vendor Management, Strategic Financial...
Education
Southwest Texas State University 1989 — 1993
Bachelor of Science (BS), Business Administration and Management, General
The University of Texas at Austin 1987 — 1989
Health/Health Care Administration/Management
Paradigm Enterprises DBA AutoSafe October 2005 - Present
Waddell & Reed January 2000 - October 2006
Greater Lakes Mental Healthcare July 1994 - July 2001
Skills
Process Improvement, Risk Management, Business Analysis, Strategic Planning, Project Management, Business Process..., Financial Analysis, Business Intelligence, Vendor Management, Strategic Financial...
Education
Southwest Texas State University 1989 — 1993
Bachelor of Science (BS), Business Administration and Management, General
The University of Texas at Austin 1987 — 1989
Health/Health Care Administration/Management
Susan Roeder Kammerer's Waddell & Reed Experience March 2012 - Present
Job Change & Problem Manager at Waddell & Reed
Industry Information Technology and Services
Experience
Waddell & Reed March 2012 - Present
GE Oil & Gas, PII June 2007 - April 2010
GE Oil & Gas, PII August 2006 - June 2007
GE Oil & Gas, PII June 2004 - August 2006
GE Oil & Gas, PII June 2000 - June 2004
USDA-NRCS June 1999 - June 2000
Skills
Project Management, Process Improvement, Change Management, Business Analysis
Education
The University of Kansas 1996 — 2000
BGS, Geography
Parkway West High School 1991 — 1995
Waddell & Reed March 2012 - Present
GE Oil & Gas, PII June 2007 - April 2010
GE Oil & Gas, PII August 2006 - June 2007
GE Oil & Gas, PII June 2004 - August 2006
GE Oil & Gas, PII June 2000 - June 2004
USDA-NRCS June 1999 - June 2000
Skills
Project Management, Process Improvement, Change Management, Business Analysis
Education
The University of Kansas 1996 — 2000
BGS, Geography
Parkway West High School 1991 — 1995
Douglas Krueger's Waddell & Reed Experience 2001 - 2004
Job Delivery / Warehouse at Graybar Electric Co.
Industry Electrical/Electronic Manufacturing
Experience
Rodan+Fields Dermatologists February 2015 - Present
Graybar Electric Co. June 2011 - Present
Gold's Gym April 2009 - June 2011
Waddell & Reed 2001 - 2004
Gate City Bank 1998 - 2001
Rydell Auto Group - RydellCars.com 1992 - 1996
Skills
Customer Service, Sales, Sales Management, Account Management, Inventory Management, Marketing, Team Building, Marketing Communications, Purchasing, Direct Sales, Retail, Critical Thinking, Transportation, Sales Process, Leadership, Negotiation, Operations Management, Selling, Sales Operations, Customer Satisfaction, Business Development, Customer Retention, B2B
Education
The University of North Dakota 1990 — 1992
University of Minnesota-Morris 1982 — 1984
Psychology & Music History
Rodan+Fields Dermatologists February 2015 - Present
Graybar Electric Co. June 2011 - Present
Gold's Gym April 2009 - June 2011
Waddell & Reed 2001 - 2004
Gate City Bank 1998 - 2001
Rydell Auto Group - RydellCars.com 1992 - 1996
Skills
Customer Service, Sales, Sales Management, Account Management, Inventory Management, Marketing, Team Building, Marketing Communications, Purchasing, Direct Sales, Retail, Critical Thinking, Transportation, Sales Process, Leadership, Negotiation, Operations Management, Selling, Sales Operations, Customer Satisfaction, Business Development, Customer Retention, B2B
Education
The University of North Dakota 1990 — 1992
University of Minnesota-Morris 1982 — 1984
Psychology & Music History
Randall Freeze's Waddell & Reed Experience 1998 - 2012
Job Business Development at Care Regional Medical Center
Industry Management Consulting
Experience
Care Regional Medical Center June 2013 - Present
A.P. Planning and Zoning Commission 2004 - Present
Rotary International 2012 - 2013
Waddell & Reed 1998 - 2012
AmeriPride Services 1996 - 1997
SSP Circle K 1995 - 1996
HEB 1986 - 1994
Skills
Microsoft Excel, English, Microsoft Office, Strategic Planning, PowerPoint, Research, Customer Service, Microsoft Word, Budgets, Public Speaking, Outlook, Windows, HTML, Negotiation, Teaching, Team Leadership, Leadership Development, Recruiting, Sales Management, Staff Development, Retail, Organizational..., New Business Development, Sales, Management, Supervisory Skills, Program Management, Training, Policy, Marketing, Analysis, Coaching, Nonprofits, Spanish, Access, Employee Relations, Fundraising, Government, Real Estate, Project Planning, Risk Management, Public Relations, Time Management, Leadership, Team Building, Contract Negotiation, Human Resources, Event Planning, Business Development, Small Business
Education
College of Financial Planning 2004 — 2004
Financial Planning, CRPC
Texas A&M University 1990 — 1994
Bachelor of Business Administration (BBA), Human Resources Management/Personnel Administration, General
Care Regional Medical Center June 2013 - Present
A.P. Planning and Zoning Commission 2004 - Present
Rotary International 2012 - 2013
Waddell & Reed 1998 - 2012
AmeriPride Services 1996 - 1997
SSP Circle K 1995 - 1996
HEB 1986 - 1994
Skills
Microsoft Excel, English, Microsoft Office, Strategic Planning, PowerPoint, Research, Customer Service, Microsoft Word, Budgets, Public Speaking, Outlook, Windows, HTML, Negotiation, Teaching, Team Leadership, Leadership Development, Recruiting, Sales Management, Staff Development, Retail, Organizational..., New Business Development, Sales, Management, Supervisory Skills, Program Management, Training, Policy, Marketing, Analysis, Coaching, Nonprofits, Spanish, Access, Employee Relations, Fundraising, Government, Real Estate, Project Planning, Risk Management, Public Relations, Time Management, Leadership, Team Building, Contract Negotiation, Human Resources, Event Planning, Business Development, Small Business
Education
College of Financial Planning 2004 — 2004
Financial Planning, CRPC
Texas A&M University 1990 — 1994
Bachelor of Business Administration (BBA), Human Resources Management/Personnel Administration, General
Teri Godard's Waddell & Reed Experience January 2011 - January 2013
Job Project Accountant at Black & Veatch
Industry Financial Services
Experience
Black & Veatch January 2013 - Present
Waddell & Reed January 2011 - January 2013
State Street June 2008 - January 2011
State Street June 2007 - June 2008
Skills
Bloomberg, Accounting, Valuation, Securities, Project Accounting, Revenue Recognition, Costpoint, Financial Analysis, Fund Accounting, Budgets, Finance, Financial Reporting, Microsoft Excel, Mutual Funds, Variance Analysis
Education
University of Kansas 2003 — 2007
Bachelors of Science - Business, Finance
Black & Veatch January 2013 - Present
Waddell & Reed January 2011 - January 2013
State Street June 2008 - January 2011
State Street June 2007 - June 2008
Skills
Bloomberg, Accounting, Valuation, Securities, Project Accounting, Revenue Recognition, Costpoint, Financial Analysis, Fund Accounting, Budgets, Finance, Financial Reporting, Microsoft Excel, Mutual Funds, Variance Analysis
Education
University of Kansas 2003 — 2007
Bachelors of Science - Business, Finance
Sid Swarupananda's Waddell & Reed Experience January 2015 - Present
Job Senior Data Analyst at Waddell & Reed
Industry Information Technology and Services
Experience
Waddell & Reed January 2015 - Present
Edward Jones September 2013 - December 2014
Toyota Motor Corporation April 2013 - August 2013
Blue Cross Blue Shield of North Dakota October 2012 - March 2013
Target November 2006 - February 2012
Xansa June 2006 - November 2006
SAIC September 2005 - June 2006
ITC Infotech September 2002 - June 2005
Sonata Software February 2000 - August 2002
Skills
IBM Mainframe, ETL Data Stage, ERP Lawson AP/GL, ITIL Service Management, Release Management, Build & Deploy..., QA Testing, Business Analysis, Control-M, CA7, Unix Shell Scripting, JCL, Oracle SQL, IEF/Cool:gen, Quality Center, Expeditor, Endeavor, Fileaid, Platinum, SPUFI, QMF, Visio, DB2, HP Quality Center, Unix, Oracle, SQL, Databases, Testing, Requirements Analysis, Requirements Gathering, ETL, Microsoft SQL Server, Business Intelligence, Mainframe, Agile Methodologies, SSIS, SSRS, System Testing, COBOL, Regression Testing, Data Warehousing
Education
Symbiosis institute of Management Studies 2006 — 2008
Post Graduate Diploma in Business Administartion, Finance, General
Mysore University 1995 — 1999
Bachelor of Engineering (B.E.), Electrical and Electronics Engineering
Waddell & Reed January 2015 - Present
Edward Jones September 2013 - December 2014
Toyota Motor Corporation April 2013 - August 2013
Blue Cross Blue Shield of North Dakota October 2012 - March 2013
Target November 2006 - February 2012
Xansa June 2006 - November 2006
SAIC September 2005 - June 2006
ITC Infotech September 2002 - June 2005
Sonata Software February 2000 - August 2002
Skills
IBM Mainframe, ETL Data Stage, ERP Lawson AP/GL, ITIL Service Management, Release Management, Build & Deploy..., QA Testing, Business Analysis, Control-M, CA7, Unix Shell Scripting, JCL, Oracle SQL, IEF/Cool:gen, Quality Center, Expeditor, Endeavor, Fileaid, Platinum, SPUFI, QMF, Visio, DB2, HP Quality Center, Unix, Oracle, SQL, Databases, Testing, Requirements Analysis, Requirements Gathering, ETL, Microsoft SQL Server, Business Intelligence, Mainframe, Agile Methodologies, SSIS, SSRS, System Testing, COBOL, Regression Testing, Data Warehousing
Education
Symbiosis institute of Management Studies 2006 — 2008
Post Graduate Diploma in Business Administartion, Finance, General
Mysore University 1995 — 1999
Bachelor of Engineering (B.E.), Electrical and Electronics Engineering
Trevor Cross's Waddell & Reed Experience October 2007 - February 2009
Job Regional Advisory Consultant at Advisors Asset Management, Inc.
Industry Financial Services
Experience
Advisors Asset Management, Inc. March 2009 - Present
Waddell & Reed October 2007 - February 2009
Skills
Alternative Investments, Investments, Financial Advisory, Mutual Funds, Series 63, Fixed Income, Securities, Finance, Wealth Management
Education
Texas A&M University-Corpus Christi 2002 — 2007
Bachelors, Finance
Richard King High School 1998 — 2002
Diploma, High School
Advisors Asset Management, Inc. March 2009 - Present
Waddell & Reed October 2007 - February 2009
Skills
Alternative Investments, Investments, Financial Advisory, Mutual Funds, Series 63, Fixed Income, Securities, Finance, Wealth Management
Education
Texas A&M University-Corpus Christi 2002 — 2007
Bachelors, Finance
Richard King High School 1998 — 2002
Diploma, High School
s stillman's Waddell & Reed Experience July 2005 - Present
Job Financial Advisor at Waddell & Reed
Industry Hospital & Health Care
Experience
Waddell & Reed July 2005 - Present
North Kansas City Hospital June 2000 - Present
Education
The University of Kansas 1992 — 1996
bs, nursing
Waddell & Reed July 2005 - Present
North Kansas City Hospital June 2000 - Present
Education
The University of Kansas 1992 — 1996
bs, nursing
Joe MP's Waddell & Reed Experience Regional DirectorAmeriprise Financial Services, Inc.April 1996 - August 2001
Job Profile Created for Training Purposes Only. Joe MP is not a Valid Waddell & Reed Employee or Associated Person
Industry Financial Services
Experience
Waddell & Reed Regional DirectorAmeriprise Financial Services, Inc.April 1996 - August 2001
Education
University of Kansas 1992 — 1996
BS, Finance
Waddell & Reed Regional DirectorAmeriprise Financial Services, Inc.April 1996 - August 2001
Education
University of Kansas 1992 — 1996
BS, Finance
Saif Z. Omer's Waddell & Reed Experience May 2011 - August 2012
Job Investment Analyst | Investment Advisor at E & G Advisors, LP
Industry Financial Services
Experience
E & G Advisors, LP September 2012 - Present
Waddell & Reed May 2011 - August 2012
UBS June 2010 - February 2011
Neiman Marcus 2004 - 2010
Skills
Investments, Finance, Asset Allocation, Financial Analysis, Portfolio Management, Strategic Financial..., Asset Management, Wealth Management, Series 7, Series 63, Series 65
Education
Syracuse University 2001 — 2004
Computer Science
University of Phoenix 2010 — 2011
Business Management, Finance
Dale Carnegie
Syracuse University 2001 — 2004
Computer Science
E & G Advisors, LP September 2012 - Present
Waddell & Reed May 2011 - August 2012
UBS June 2010 - February 2011
Neiman Marcus 2004 - 2010
Skills
Investments, Finance, Asset Allocation, Financial Analysis, Portfolio Management, Strategic Financial..., Asset Management, Wealth Management, Series 7, Series 63, Series 65
Education
Syracuse University 2001 — 2004
Computer Science
University of Phoenix 2010 — 2011
Business Management, Finance
Dale Carnegie
Syracuse University 2001 — 2004
Computer Science
Courtnie Nein's Waddell & Reed Experience May 2007 - February 2012
Job President Good Life Advisors, Good Life Advisor Systems
Industry Financial Services
Experience
Good Life Financial Group February 2012 - Present
Good Life Advisor Systems February 2012 - Present
Delaney9 January 2007 - February 2013
Waddell & Reed May 2007 - February 2012
Skills
Strategic Financial..., Retirement Planning, Investment Planning, Risk Management, Life Insurance
Education
Syracuse University - Martin J. Whitman School of Management 2004 — 2007
Bachelors, Marketing, Supply Chain Management
Good Life Financial Group February 2012 - Present
Good Life Advisor Systems February 2012 - Present
Delaney9 January 2007 - February 2013
Waddell & Reed May 2007 - February 2012
Skills
Strategic Financial..., Retirement Planning, Investment Planning, Risk Management, Life Insurance
Education
Syracuse University - Martin J. Whitman School of Management 2004 — 2007
Bachelors, Marketing, Supply Chain Management
Brett Everhart's Waddell & Reed Experience January 1993 - November 1999
Job Certified Financial Planner at First Tech Credit Union
Industry Banking
Experience
First Tech Credit Union June 2011 - Present
Addison Avenue Investment Services December 2009 - Present
North Island Credit Union November 1999 - December 2009
Waddell & Reed January 1993 - November 1999
Skills
Investments, Retirement Planning, Financial Planning, Certified Financial..., Financial Services
Education
University of Kansas 1977 — 1981
Bachelor of Science, Business and Finance
First Tech Credit Union June 2011 - Present
Addison Avenue Investment Services December 2009 - Present
North Island Credit Union November 1999 - December 2009
Waddell & Reed January 1993 - November 1999
Skills
Investments, Retirement Planning, Financial Planning, Certified Financial..., Financial Services
Education
University of Kansas 1977 — 1981
Bachelor of Science, Business and Finance
Ryan Pacheco's Waddell & Reed Experience 2010 - 2011
Job Analyst at Jones Lang LaSalle
Industry Real Estate
Experience
Jones Lang LaSalle September 2012 - Present
Waddell & Reed 2010 - 2011
Nix Health Care System September 2009 - April 2010
Kinetic Concepts September 2006 - March 2009
Capital Institutional Services October 2003 - August 2006
Skills
Excel, PowerPoint, Outlook, Word, Business Analysis, Business Objects, Epicor, Account Reconciliation, Series 7, Series 66, Insurance, SOX, US GAAP, Financial Analysis, Financial Planning, Financial Reporting, Financial Modeling, Corporate Finance, Ad Hoc Reporting, Pivot Tables, Accounting, Accounts Receivable, General Ledger, HIPAA, Cash Flow Management, Cash Flow Forecasting, Staff Training, Staff Supervision, Staff Development, Sarbanes-Oxley Act, Real Estate, Microsoft Excel, Forecasting
Education
Texas A&M University 1997 — 2002
Bachelor of Business Administration (B.B.A.), Finance
Jones Lang LaSalle September 2012 - Present
Waddell & Reed 2010 - 2011
Nix Health Care System September 2009 - April 2010
Kinetic Concepts September 2006 - March 2009
Capital Institutional Services October 2003 - August 2006
Skills
Excel, PowerPoint, Outlook, Word, Business Analysis, Business Objects, Epicor, Account Reconciliation, Series 7, Series 66, Insurance, SOX, US GAAP, Financial Analysis, Financial Planning, Financial Reporting, Financial Modeling, Corporate Finance, Ad Hoc Reporting, Pivot Tables, Accounting, Accounts Receivable, General Ledger, HIPAA, Cash Flow Management, Cash Flow Forecasting, Staff Training, Staff Supervision, Staff Development, Sarbanes-Oxley Act, Real Estate, Microsoft Excel, Forecasting
Education
Texas A&M University 1997 — 2002
Bachelor of Business Administration (B.B.A.), Finance
Jeffrey Strause's Waddell & Reed Experience 2009 - 2011
Job Financial Services Professional
Industry Financial Services
Experience
Scott Howard Events October 2011 - June 2013
Incontro August 2011 - June 2013
WADDELL & REED, INC August 2009 - April 2011
Waddell & Reed 2009 - 2011
AMERIPRISE October 2007 - July 2009
Wells Fargo Bank December 2005 - July 2007
Education
The California State University
Bachelor of Science, Business Administration & Marketing
Scott Howard Events October 2011 - June 2013
Incontro August 2011 - June 2013
WADDELL & REED, INC August 2009 - April 2011
Waddell & Reed 2009 - 2011
AMERIPRISE October 2007 - July 2009
Wells Fargo Bank December 2005 - July 2007
Education
The California State University
Bachelor of Science, Business Administration & Marketing
Chief Mate's Waddell & Reed Experience August 2011 - Present
Job Financial Advisor at Waddell & Reed
Industry Financial Services
Experience
Waddell & Reed August 2011 - Present
Skills
Sailing, Martial Arts,...
Education
The American College 1980 — 2019
CLU, CASL, Insurance, Geriatric Finance
University of Delaware 1971 — 1975
BS, Business Administration and Management, General
Waddell & Reed August 2011 - Present
Skills
Sailing, Martial Arts,...
Education
The American College 1980 — 2019
CLU, CASL, Insurance, Geriatric Finance
University of Delaware 1971 — 1975
BS, Business Administration and Management, General
Lindsay Adkins's Waddell & Reed Experience August 2011 - October 2012
Job Financial Svcs Support Rep at Nationwide Financial
Industry Financial Services
Experience
Nationwide Financial December 2013 - Present
Nationwide Financial April 2013 - December 2013
Waddell & Reed August 2011 - October 2012
ODNR Deer Creek State Park Campgrounds June 2008 - October 2011
ODNR Deer Creek State Park Golf Course July 2007 - September 2007
Skills
Customer Service, Client Education, Data Analysis, Data Collection, Time Management
Education
The Ohio State University Fisher College of Business 2007 — 2011
Bachelor of Science (BS), Finance, General
Nationwide Financial December 2013 - Present
Nationwide Financial April 2013 - December 2013
Waddell & Reed August 2011 - October 2012
ODNR Deer Creek State Park Campgrounds June 2008 - October 2011
ODNR Deer Creek State Park Golf Course July 2007 - September 2007
Skills
Customer Service, Client Education, Data Analysis, Data Collection, Time Management
Education
The Ohio State University Fisher College of Business 2007 — 2011
Bachelor of Science (BS), Finance, General
Doug Briggs's Waddell & Reed Experience January 2013 - Present
Job Corporate Tax Director at Waddell & Reed
Industry Investment Management
Experience
Waddell & Reed January 2013 - Present
Waddell & Reed June 2008 - January 2013
KPMG US January 2005 - May 2008
Skills
Tax, Corporate Tax, Tax Research, Accounting, Tax Accounting, Tax Preparation, Income Tax, US GAAP
Education
University of Kansas - Graduate School of Business 2003 — 2004
Master's degree, Accounting and Information Systems
University of Kansas 1999 — 2003
Bachelor of Science (B.S.), Accounting and Business Administration
Waddell & Reed January 2013 - Present
Waddell & Reed June 2008 - January 2013
KPMG US January 2005 - May 2008
Skills
Tax, Corporate Tax, Tax Research, Accounting, Tax Accounting, Tax Preparation, Income Tax, US GAAP
Education
University of Kansas - Graduate School of Business 2003 — 2004
Master's degree, Accounting and Information Systems
University of Kansas 1999 — 2003
Bachelor of Science (B.S.), Accounting and Business Administration
Matthew Juergensen's Waddell & Reed Experience October 2014 - Present
Job State and Local Tax Analyst at Waddell & Reed
Industry Accounting
Experience
Waddell & Reed October 2014 - Present
Barrett Herman Ragland & Schartz PA September 2013 - October 2014
KPMG January 2012 - September 2013
University of Kansas August 2010 - December 2011
KPMG US January 2011 - April 2011
Barrett Herman Ragland & Schartz PA October 2008 - December 2010
Skills
Tax, Tax Preparation, Corporate Tax, Tax Returns, Tax Accounting, Communication, Customer Service, Partnership Taxation, Partnership Accounting, Accounting, Microsoft Excel, Microsoft Word, CPA, GAAP
Education
University of Kansas - Graduate School of Business 2010 — 2011
Master's degree, Accounting - Tax Track
University of Kansas 2006 — 2010
Bachelor of Science (B.S.), Accounting
Waddell & Reed October 2014 - Present
Barrett Herman Ragland & Schartz PA September 2013 - October 2014
KPMG January 2012 - September 2013
University of Kansas August 2010 - December 2011
KPMG US January 2011 - April 2011
Barrett Herman Ragland & Schartz PA October 2008 - December 2010
Skills
Tax, Tax Preparation, Corporate Tax, Tax Returns, Tax Accounting, Communication, Customer Service, Partnership Taxation, Partnership Accounting, Accounting, Microsoft Excel, Microsoft Word, CPA, GAAP
Education
University of Kansas - Graduate School of Business 2010 — 2011
Master's degree, Accounting - Tax Track
University of Kansas 2006 — 2010
Bachelor of Science (B.S.), Accounting
Laura Dalton's Waddell & Reed Experience February 2013 - December 2013
Job Audit staff at EY in Kansas City
Industry Accounting
Emily Kobelenz-DiRienzo's Waddell & Reed Experience April 2007 - January 2011
Job Sr. Administrative Assistant at Deutsche Bank
Industry Banking
Experience
Deutsche Bank January 2011 - Present
Waddell & Reed April 2007 - January 2011
The Robbins Company December 2005 - January 2007
Simpson Gumpertz & Heger Inc. 2002 - 2005
Skills
Process Improvement, Visio, Microsoft Office, SharePoint, Typing 65 WPM, Leadership, PowerPoint, Management, Customer Service, Outlook, Microsoft Word, Lotus Notes, Finance, Accounting, Training
Education
Suffolk University
Bachelor of Arts (B.A.)
Deutsche Bank January 2011 - Present
Waddell & Reed April 2007 - January 2011
The Robbins Company December 2005 - January 2007
Simpson Gumpertz & Heger Inc. 2002 - 2005
Skills
Process Improvement, Visio, Microsoft Office, SharePoint, Typing 65 WPM, Leadership, PowerPoint, Management, Customer Service, Outlook, Microsoft Word, Lotus Notes, Finance, Accounting, Training
Education
Suffolk University
Bachelor of Arts (B.A.)
Dalton Baita's Waddell & Reed Experience May 2013 - May 2014
Job Financial Advisor at Waddell & Reed
Industry Financial Services
Experience
Waddell & Reed May 2013 - May 2014
Skills
Investments, Retirement Planning, Financial Planning, Mutual Funds, Wealth Management, Portfolio Management, Retirement, Financial Analysis, Financial Services, Insurance
Education
The Ohio State University 2009 — 2013
Bachelor of Science (BS), Actuarial Science
Waddell & Reed May 2013 - May 2014
Skills
Investments, Retirement Planning, Financial Planning, Mutual Funds, Wealth Management, Portfolio Management, Retirement, Financial Analysis, Financial Services, Insurance
Education
The Ohio State University 2009 — 2013
Bachelor of Science (BS), Actuarial Science
Derik Elliott's Waddell & Reed Experience March 2010 - November 2012
Job General Manager at Lineage Logistics
Industry Warehousing
Experience
Lineage Logistics December 2012 - Present
Waddell & Reed March 2010 - November 2012
Americold Logistics, LLC. February 1999 - February 2010
Skills
Warehouse Management, 3PL, Inventory Management, Distribution Center..., Warehousing, Inventory Control, Supply Chain Management, Transportation, Supply Chain, Shipping, Forklift Operation, Transportation..., Operations Management, Freight, Logistics Management, Continuous Improvement, Supply Chain..., Logistics
Education
Stevens-Henager College
Associate's Degree, Accounting and Business/Management
Lineage Logistics December 2012 - Present
Waddell & Reed March 2010 - November 2012
Americold Logistics, LLC. February 1999 - February 2010
Skills
Warehouse Management, 3PL, Inventory Management, Distribution Center..., Warehousing, Inventory Control, Supply Chain Management, Transportation, Supply Chain, Shipping, Forklift Operation, Transportation..., Operations Management, Freight, Logistics Management, Continuous Improvement, Supply Chain..., Logistics
Education
Stevens-Henager College
Associate's Degree, Accounting and Business/Management
Ryan Figaro's Waddell & Reed Experience February 2014 - May 2014
Job Financial Analyst at Aetna
Industry Financial Services
Experience
Aetna June 2014 - Present
Waddell & Reed February 2014 - May 2014
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Financial Analysis, Teamwork, Customer Service, Financial Modeling, Finance, Data Analysis, Leadership
Education
The University of Connecticut School of Business 2010 — 2014
Bachelor of Science (BS), Finance
Aetna June 2014 - Present
Waddell & Reed February 2014 - May 2014
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Financial Analysis, Teamwork, Customer Service, Financial Modeling, Finance, Data Analysis, Leadership
Education
The University of Connecticut School of Business 2010 — 2014
Bachelor of Science (BS), Finance
T Rowe Price
The Blackstone Group
Pioneer Investments
Lazard
ING Investment Management
Deutsche Asset Management
Lazard Asset Management
Natixis Global Asset Management