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
Clifford Si Clifford Si's Waddell & Reed Experience January 2006 - June 2006
Job Data Analytics Senior Manager at QuinStreet
Industry Internet
Experience
QuinStreet July 2015 - Present
QuinStreet December 2013 - June 2015
LegalForce / Trademarkia July 2012 - November 2013
LegalForce / Trademarkia October 2010 - July 2012
LegalForce / Trademarkia April 2010 - October 2010
Yahoo! 2008 - 2009
Federal Reserve Board 2007 - 2007
Morgan Stanley September 2006 - December 2006
UBS Wealth Management June 2006 - September 2006
Waddell & Reed January 2006 - June 2006
Skills
Analytics, Team Management, Microsoft Excel, Tableau, SEM, Finance, Business Strategy, Financial Analysis, Business Planning, Analysis, Start-ups, SQL, Hive, Brio Query, Business Development, Microstrategy, Stata, Hyperion Interactive..., PPC, Web Design, Cost Reporting
Education
University of California, Davis 2003 — 2007
Bachelor of Arts (B.A.), Economics & International Relations
University of California Washington DC 2007 — 2007
QuinStreet July 2015 - Present
QuinStreet December 2013 - June 2015
LegalForce / Trademarkia July 2012 - November 2013
LegalForce / Trademarkia October 2010 - July 2012
LegalForce / Trademarkia April 2010 - October 2010
Yahoo! 2008 - 2009
Federal Reserve Board 2007 - 2007
Morgan Stanley September 2006 - December 2006
UBS Wealth Management June 2006 - September 2006
Waddell & Reed January 2006 - June 2006
Skills
Analytics, Team Management, Microsoft Excel, Tableau, SEM, Finance, Business Strategy, Financial Analysis, Business Planning, Analysis, Start-ups, SQL, Hive, Brio Query, Business Development, Microstrategy, Stata, Hyperion Interactive..., PPC, Web Design, Cost Reporting
Education
University of California, Davis 2003 — 2007
Bachelor of Arts (B.A.), Economics & International Relations
University of California Washington DC 2007 — 2007
Doug Perez Trainer Doug Perez Trainer's Waddell & Reed Experience January 2015 - Present
Job Financial Advisor at Waddell & Reed
Industry
Experience
Waddell & Reed January 2015 - Present
Core Fitness: Personal Training August 2012 - Present
Positive Motion Training Studio January 2013 - August 2013
U.S. Department of Justice January 2012 - April 2012
California Coalition for Mercury Awareness November 2007 - 2009
The Juvenile Justice and Delinquency Prevention Commission September 2007 - June 2008
Marin County Board of Supervisors June 2007 - August 2007
Skills
Weight Training, Personal Training, Nutrition, Fitness Training, Management, Social Media Marketing, ArcGIS, Research, Report Writing, Administrative Work, Public Speaking, CPR & AED Certifeid, Entrepreneurship
Education
University of California, Berkeley 2009 — 2014
Bachelor's degree, Political Science and Government
Waddell & Reed January 2015 - Present
Core Fitness: Personal Training August 2012 - Present
Positive Motion Training Studio January 2013 - August 2013
U.S. Department of Justice January 2012 - April 2012
California Coalition for Mercury Awareness November 2007 - 2009
The Juvenile Justice and Delinquency Prevention Commission September 2007 - June 2008
Marin County Board of Supervisors June 2007 - August 2007
Skills
Weight Training, Personal Training, Nutrition, Fitness Training, Management, Social Media Marketing, ArcGIS, Research, Report Writing, Administrative Work, Public Speaking, CPR & AED Certifeid, Entrepreneurship
Education
University of California, Berkeley 2009 — 2014
Bachelor's degree, Political Science and Government
Edgar Cantu's Waddell & Reed Experience March 2008 - February 2011
Job Financial Resource Specialist at USDANRCS
Industry Environmental Services
Experience
USDA-NRCS February 2011 - Present
Waddell & Reed March 2008 - February 2011
Education
The University of Texas-Pan American 2009 — 2011
Master of Public Administration (M.P.A.)
The University of Texas-Pan American 1999 — 2002
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
USDA-NRCS February 2011 - Present
Waddell & Reed March 2008 - February 2011
Education
The University of Texas-Pan American 2009 — 2011
Master of Public Administration (M.P.A.)
The University of Texas-Pan American 1999 — 2002
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
Jeffrey Prasatarporn's Waddell & Reed Experience May 2013 - August 2013
Job Senior Financial Analyst
Industry Financial Services
Experience
Great American Group June 2014 - Present
Waddell & Reed May 2013 - August 2013
Channel Factory January 2013 - May 2013
Asia Paramita Indah June 2011 - September 2011
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Research, Social Media, Teamwork, C++, English, Windows, Event Planning, Marketing Strategy, Advertising, Finance, Management, Analysis, Data Analysis
Education
University of Southern California - Marshall School of Business 2011 — 2014
Bachelor of Science (BS), Business Administration
University of California, Riverside 2009 — 2011
Arcadia High School 2006 — 2009
Great American Group June 2014 - Present
Waddell & Reed May 2013 - August 2013
Channel Factory January 2013 - May 2013
Asia Paramita Indah June 2011 - September 2011
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Research, Social Media, Teamwork, C++, English, Windows, Event Planning, Marketing Strategy, Advertising, Finance, Management, Analysis, Data Analysis
Education
University of Southern California - Marshall School of Business 2011 — 2014
Bachelor of Science (BS), Business Administration
University of California, Riverside 2009 — 2011
Arcadia High School 2006 — 2009
Quintin Mason Quintin Mason's Waddell & Reed Experience November 2004 - August 2005
Job Assistant Boys Basketball Coach and CTE Teacher
Industry Sports
Experience
SSAISD August 2014 - Present
Biodynamic Research Corp July 2011 - May 2014
Advisors Asset Management, Inc. January 2007 - February 2011
Advisors Asset Management, Inc. August 2005 - January 2007
Waddell & Reed November 2004 - August 2005
Skills
Strategic Planning, Sales, Strategy, Competitive Analysis, Customer Service, Team Building, Communication, Building Relationships, Relationship Management, Business Development, Business Analysis, Business Planning, Team Leadership, Product Marketing, Event Planning, Budgets, Marketing, Marketing Strategy, Project Management, Public Speaking, Relationship Building, Risk Management, Sales Management, Salesforce.com, Outlook, Microsoft Office
Education
Trinity University 1997 — 2001
Bachelor of Science, Business Administration
SSAISD August 2014 - Present
Biodynamic Research Corp July 2011 - May 2014
Advisors Asset Management, Inc. January 2007 - February 2011
Advisors Asset Management, Inc. August 2005 - January 2007
Waddell & Reed November 2004 - August 2005
Skills
Strategic Planning, Sales, Strategy, Competitive Analysis, Customer Service, Team Building, Communication, Building Relationships, Relationship Management, Business Development, Business Analysis, Business Planning, Team Leadership, Product Marketing, Event Planning, Budgets, Marketing, Marketing Strategy, Project Management, Public Speaking, Relationship Building, Risk Management, Sales Management, Salesforce.com, Outlook, Microsoft Office
Education
Trinity University 1997 — 2001
Bachelor of Science, Business Administration
Michelle McSweeney Michelle McSweeney's Waddell & Reed Experience May 2010 - September 2010
Job Manager, International Services and Service to the Armed Forces Programs; American Red Cross
Industry Nonprofit Organization Management
Experience
American Red Cross February 2013 - Present
American Red Cross February 2011 - February 2013
American Red Cross, Greater Chicago Region September 2010 - February 2011
Waddell & Reed May 2010 - September 2010
Skills
Disaster Response, Volunteer Management, Non-profit Leadership, Disaster Response..., Statistical Data..., Bilingual..., Marketing Communications, Newsletter Design and..., Written & Oral..., Microsoft Office, Non-profits, Emergency Management, Community Outreach, Community Development, Nonprofits, Research, Grant Writing, Program Development, Fundraising, Training, Grants, Program Evaluation, Public Speaking, Program Management, Teaching, Policy, Community Organizing
Education
University of Iowa 2006 — 2010
B.A., International Studies with Honors; B.A., Spanish
Universitat Pompeu Fabra 2009 — 2009
Liberal Arts, Advanced Language Study Program
American Red Cross February 2013 - Present
American Red Cross February 2011 - February 2013
American Red Cross, Greater Chicago Region September 2010 - February 2011
Waddell & Reed May 2010 - September 2010
Skills
Disaster Response, Volunteer Management, Non-profit Leadership, Disaster Response..., Statistical Data..., Bilingual..., Marketing Communications, Newsletter Design and..., Written & Oral..., Microsoft Office, Non-profits, Emergency Management, Community Outreach, Community Development, Nonprofits, Research, Grant Writing, Program Development, Fundraising, Training, Grants, Program Evaluation, Public Speaking, Program Management, Teaching, Policy, Community Organizing
Education
University of Iowa 2006 — 2010
B.A., International Studies with Honors; B.A., Spanish
Universitat Pompeu Fabra 2009 — 2009
Liberal Arts, Advanced Language Study Program
Angela Song Wang Angela Song Wang's Waddell & Reed Experience June 2014 - August 2014
Job CSA at UBS Wealth Management
Industry Investment Management
Experience
UBS Wealth Management March 2015 - Present
UBS August 2014 - March 2015
Waddell & Reed June 2014 - August 2014
Undergraduate Finance Association (UFA) at UC Irvine April 2014 - July 2014
UC Irvine SSARC September 2013 - June 2014
Eureka Capital Markets, LLC April 2014 - May 2014
Collegiate Entrepreneurs October 2012 - March 2013
T.O.P. Shanghai Multimedia Co. June 2012 - September 2012
Vivo Gelato June 2009 - April 2011
Skills
Marketing Communications, Social Media Marketing, Data Analysis, Human Resources, Secretarial Skills, Managerial Skills, Microsoft Office, Microsoft Excel, Eviews, Management, Time Management, Customer Service
Education
University of California, Irvine 2011 — 2015
Bachelor of Arts (B.A.), Business/Managerial Economics, Education studies
UBS Wealth Management March 2015 - Present
UBS August 2014 - March 2015
Waddell & Reed June 2014 - August 2014
Undergraduate Finance Association (UFA) at UC Irvine April 2014 - July 2014
UC Irvine SSARC September 2013 - June 2014
Eureka Capital Markets, LLC April 2014 - May 2014
Collegiate Entrepreneurs October 2012 - March 2013
T.O.P. Shanghai Multimedia Co. June 2012 - September 2012
Vivo Gelato June 2009 - April 2011
Skills
Marketing Communications, Social Media Marketing, Data Analysis, Human Resources, Secretarial Skills, Managerial Skills, Microsoft Office, Microsoft Excel, Eviews, Management, Time Management, Customer Service
Education
University of California, Irvine 2011 — 2015
Bachelor of Arts (B.A.), Business/Managerial Economics, Education studies
Leslie Chao's Waddell & Reed Experience January 2011 - June 2011
Job Demand Planning Analyst at NVIDIA
Industry Consumer Electronics
Experience
NVIDIA December 2013 - Present
Performance Designed Products LLC July 2012 - October 2013
Hewlett-Packard June 2011 - July 2012
Waddell & Reed January 2011 - June 2011
Skills
Budgeting, Excel, PowerPoint, Word, Microsoft Office, Photoshop, MS Office Suite, Data Analysis, Matlab, Market Research, Budgets, Microsoft Excel, Project Management
Education
University of California, San Diego 2008 — 2012
Bachelor of Science, Management Science
monta vista
NVIDIA December 2013 - Present
Performance Designed Products LLC July 2012 - October 2013
Hewlett-Packard June 2011 - July 2012
Waddell & Reed January 2011 - June 2011
Skills
Budgeting, Excel, PowerPoint, Word, Microsoft Office, Photoshop, MS Office Suite, Data Analysis, Matlab, Market Research, Budgets, Microsoft Excel, Project Management
Education
University of California, San Diego 2008 — 2012
Bachelor of Science, Management Science
monta vista
Hallie Lambert's Waddell & Reed Experience June 2014 - Present
Job Variable Products Specialist at Waddell & Reed
Industry Retail
Experience
Waddell & Reed June 2014 - Present
Pryde's Old Westport September 2010 - Present
Waddell & Reed October 2011 - June 2014
Green Dirt Farm May 2009 - February 2011
Skills
Sales, Culinary Skills, Customer Service, Public Speaking, Event Planning, Microsoft Office, Social Media, Leadership, PowerPoint, Marketing, Microsoft Word, Microsoft Excel, Training, Fundraising, Coaching, Editing, Customer Satisfaction, Community Outreach, Data Entry, Event Management, Research, Team Building, Data Analysis
Education
Truman State University 2005 — 2009
English, Environmental Studies, Spanish
Waddell & Reed June 2014 - Present
Pryde's Old Westport September 2010 - Present
Waddell & Reed October 2011 - June 2014
Green Dirt Farm May 2009 - February 2011
Skills
Sales, Culinary Skills, Customer Service, Public Speaking, Event Planning, Microsoft Office, Social Media, Leadership, PowerPoint, Marketing, Microsoft Word, Microsoft Excel, Training, Fundraising, Coaching, Editing, Customer Satisfaction, Community Outreach, Data Entry, Event Management, Research, Team Building, Data Analysis
Education
Truman State University 2005 — 2009
English, Environmental Studies, Spanish
Denise Pang Denise Pang's Waddell & Reed Experience November 2014 - May 2015
Job Financial Analyst at David Taussig & Associates, Inc.
Industry Financial Services
Experience
David Taussig & Associates, Inc. June 2015 - Present
Waddell & Reed November 2014 - May 2015
Swinerton Builders July 2014 - October 2014
Prestigious Trade Co, LLC June 2012 - September 2013
Gap Inc. November 2009 - September 2010
Office of Assemblymember Joe Coto June 2009 - September 2009
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Social Networking, Event Planning, Research, Public Speaking, Social Media, Customer Service, Outlook, Retail Sales, Sales, Data Entry, Data Analysis, Time Management, Teamwork
Education
University of California, Irvine 2010 — 2014
Bachelor of Arts (B.A.), Business Economics, Double Major in Sociology
Independence High School 2006 — 2010
Diploma
David Taussig & Associates, Inc. June 2015 - Present
Waddell & Reed November 2014 - May 2015
Swinerton Builders July 2014 - October 2014
Prestigious Trade Co, LLC June 2012 - September 2013
Gap Inc. November 2009 - September 2010
Office of Assemblymember Joe Coto June 2009 - September 2009
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Social Networking, Event Planning, Research, Public Speaking, Social Media, Customer Service, Outlook, Retail Sales, Sales, Data Entry, Data Analysis, Time Management, Teamwork
Education
University of California, Irvine 2010 — 2014
Bachelor of Arts (B.A.), Business Economics, Double Major in Sociology
Independence High School 2006 — 2010
Diploma
Nishani Dharmawardana Nishani Dharmawardana's Waddell & Reed Experience October 2013 - January 2015
Job Operations Associate at Upstart Network
Industry Financial Services
Experience
Upstart Network April 2015 - Present
Alameda County Resource Conservation District January 2015 - Present
Waddell & Reed October 2013 - January 2015
City of Livermore, Water Resources Division August 2013 - December 2014
Women's Resource Center at UC Davis September 2009 - June 2011
Special Project on Low-Income Housing January 2011 - May 2011
UC Davis Medical Center June 2009 - August 2009
Livermore Public Library September 2007 - June 2008
Alameda County September 2007 - June 2008
Youth Police Academy June 2007 - August 2007
Skills
Language – French and..., Proficient in Microsoft..., Experienced with public..., New Era Training, Series 7 Certification, Series 66 Certification, Salesforce.com
Education
University of California, Davis 2008 — 2013
Bachelor of Arts (B.A.), Economics
Granada High School 2004 — 2008
Upstart Network April 2015 - Present
Alameda County Resource Conservation District January 2015 - Present
Waddell & Reed October 2013 - January 2015
City of Livermore, Water Resources Division August 2013 - December 2014
Women's Resource Center at UC Davis September 2009 - June 2011
Special Project on Low-Income Housing January 2011 - May 2011
UC Davis Medical Center June 2009 - August 2009
Livermore Public Library September 2007 - June 2008
Alameda County September 2007 - June 2008
Youth Police Academy June 2007 - August 2007
Skills
Language – French and..., Proficient in Microsoft..., Experienced with public..., New Era Training, Series 7 Certification, Series 66 Certification, Salesforce.com
Education
University of California, Davis 2008 — 2013
Bachelor of Arts (B.A.), Economics
Granada High School 2004 — 2008
Jennie Yoo's Waddell & Reed Experience September 2012 - December 2012
Job Recruiting Coordinator, Operations at Rocana
Industry Staffing and Recruiting
Experience
Rocana July 2015 - Present
Stitch Fix December 2014 - September 2015
Berry Appleman & Leiden LLP November 2014 - July 2015
TEDxDavis September 2013 - December 2013
UC Davis Extension May 2013 - September 2013
Appency May 2013 - August 2013
Waddell & Reed September 2012 - December 2012
UC Davis January 2012 - May 2012
Skills
Public Relations, Social Media, Oral & Written..., Marketing, Proofreading, Editing, Strategic Planning, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Windows, Research, Leadership, Event Planning, Analysis, Public Speaking, Marketing Strategy, Communication
Education
University of California, Davis 2011 — 2014
Bachelor of Arts (B.A.), English
Rocana July 2015 - Present
Stitch Fix December 2014 - September 2015
Berry Appleman & Leiden LLP November 2014 - July 2015
TEDxDavis September 2013 - December 2013
UC Davis Extension May 2013 - September 2013
Appency May 2013 - August 2013
Waddell & Reed September 2012 - December 2012
UC Davis January 2012 - May 2012
Skills
Public Relations, Social Media, Oral & Written..., Marketing, Proofreading, Editing, Strategic Planning, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Windows, Research, Leadership, Event Planning, Analysis, Public Speaking, Marketing Strategy, Communication
Education
University of California, Davis 2011 — 2014
Bachelor of Arts (B.A.), English
Chris Ji's Waddell & Reed Experience June 2011 - July 2012
Job Business Development at Captiv8
Industry Marketing and Advertising
Experience
Captiv8 June 2015 - Present
Analyze46 June 2015 - Present
MobFox (acquired by Matomy Media) August 2014 - February 2015
Twitter October 2013 - August 2014
MoPub (acquired by Twitter) August 2013 - August 2014
Waddell & Reed June 2011 - July 2012
Microsoft August 2009 - May 2012
Kaplan May 2010 - April 2012
UC San Diego March 2011 - March 2012
UC San Diego March 2010 - March 2011
Skills
Business Development, Mobile Advertising, Influencer Marketing, Marketing, Event Management, Advertising, Social Media Marketing, Customer Service, Sales, Public Speaking, Management, Lead Generation, Social Networking, Team Leadership, Organizational..., SEM, Google AdWords, Google AdSense, Search Engine Marketing, Customer Relationship..., Mobile App Monetization
Education
University of California, San Diego 2008 — 2012
Bachelor of Arts (B.A.), International Studies - Economics, 3.8
Irvington High School 2004 — 2008
Captiv8 June 2015 - Present
Analyze46 June 2015 - Present
MobFox (acquired by Matomy Media) August 2014 - February 2015
Twitter October 2013 - August 2014
MoPub (acquired by Twitter) August 2013 - August 2014
Waddell & Reed June 2011 - July 2012
Microsoft August 2009 - May 2012
Kaplan May 2010 - April 2012
UC San Diego March 2011 - March 2012
UC San Diego March 2010 - March 2011
Skills
Business Development, Mobile Advertising, Influencer Marketing, Marketing, Event Management, Advertising, Social Media Marketing, Customer Service, Sales, Public Speaking, Management, Lead Generation, Social Networking, Team Leadership, Organizational..., SEM, Google AdWords, Google AdSense, Search Engine Marketing, Customer Relationship..., Mobile App Monetization
Education
University of California, San Diego 2008 — 2012
Bachelor of Arts (B.A.), International Studies - Economics, 3.8
Irvington High School 2004 — 2008
Nicholas Josephs Nicholas Josephs's Waddell & Reed Experience June 2013 - August 2013
Job AnalystAccounting at UTC Aerospace Systems
Industry Financial Services
Experience
UTC Aerospace Systems July 2015 - Present
UTC Aerospace Systems July 2014 - July 2015
University of California Police Department December 2012 - July 2014
Conservice August 2013 - December 2013
ATutorNow (Formerly MyTutorNow) September 2012 - December 2013
Waddell & Reed June 2013 - August 2013
Safeway September 2009 - September 2010
Skills
1st Degree Black Belt-..., Eagle Scout, Mathematics, Calculus, Economics, Management, Microsoft Office, Project Planning, Data Analysis
Education
UCSD 2010 — 2014
Bachelor's Degree, BS Joint Mathematics and Economics, 3.1
UTC Aerospace Systems July 2015 - Present
UTC Aerospace Systems July 2014 - July 2015
University of California Police Department December 2012 - July 2014
Conservice August 2013 - December 2013
ATutorNow (Formerly MyTutorNow) September 2012 - December 2013
Waddell & Reed June 2013 - August 2013
Safeway September 2009 - September 2010
Skills
1st Degree Black Belt-..., Eagle Scout, Mathematics, Calculus, Economics, Management, Microsoft Office, Project Planning, Data Analysis
Education
UCSD 2010 — 2014
Bachelor's Degree, BS Joint Mathematics and Economics, 3.1
Jack Mander's Waddell & Reed Experience August 2007 - December 2008
Job Security Consultant at Guardian Security Systems
Industry Security and Investigations
Experience
Guardian Security Systems November 2012 - Present
Express Employment Professionals April 2011 - March 2012
OneSavvyChic August 2010 - March 2011
Denali Alaskan FCU September 2009 - January 2010
SkyWatch Traffic January 2009 - October 2009
Waddell & Reed August 2007 - December 2008
Denali Alaskan Federal Credit Union November 2004 - August 2007
New York Life June 2004 - November 2004
Skills
Sales, Leadership, Alarm Systems, CCTV, Finance, Access Control, Recruiting, Customer Service, Strategic Planning, Marketing, Insurance, Investments, Banking, Payroll, Accounting, Microsoft Office, Budgets, Human Resources, Microsoft Excel, Financial Analysis, QuickBooks, Microsoft Word, Inside Sales, Property & Casualty..., Life Insurance, Temporary Staffing, Retail Banking, Staffing Services, Car Loans, Bank Reconciliation, Public Speaking
Education
University of Alaska Anchorage 2001 — 2003
BA, Economics, Russian language
Guardian Security Systems November 2012 - Present
Express Employment Professionals April 2011 - March 2012
OneSavvyChic August 2010 - March 2011
Denali Alaskan FCU September 2009 - January 2010
SkyWatch Traffic January 2009 - October 2009
Waddell & Reed August 2007 - December 2008
Denali Alaskan Federal Credit Union November 2004 - August 2007
New York Life June 2004 - November 2004
Skills
Sales, Leadership, Alarm Systems, CCTV, Finance, Access Control, Recruiting, Customer Service, Strategic Planning, Marketing, Insurance, Investments, Banking, Payroll, Accounting, Microsoft Office, Budgets, Human Resources, Microsoft Excel, Financial Analysis, QuickBooks, Microsoft Word, Inside Sales, Property & Casualty..., Life Insurance, Temporary Staffing, Retail Banking, Staffing Services, Car Loans, Bank Reconciliation, Public Speaking
Education
University of Alaska Anchorage 2001 — 2003
BA, Economics, Russian language
Todd Montalbo Todd Montalbo's Waddell & Reed Experience November 2008 - July 2014
Job Financial Advisor at AGP Wealth Advisors, An Ameriprise Private Wealth Advisory Practice
Industry Financial Services
Experience
AGP Wealth Advisors, and Ameriprise Private Wealth Advisory Practice July 2014 - Present
Waddell & Reed November 2008 - July 2014
Montalbo Construction 1998 - 2008
Skills
Retirement, Management Development, Leadership, Finance, Strategic Planning, Estate Planning, Fixed Annuities, Financial Services, Wealth, Life Insurance, Equities, Customer Service
Education
University of Alaska Anchorage 1994 — 1998
University of Utah 1992 — 1993
AGP Wealth Advisors, and Ameriprise Private Wealth Advisory Practice July 2014 - Present
Waddell & Reed November 2008 - July 2014
Montalbo Construction 1998 - 2008
Skills
Retirement, Management Development, Leadership, Finance, Strategic Planning, Estate Planning, Fixed Annuities, Financial Services, Wealth, Life Insurance, Equities, Customer Service
Education
University of Alaska Anchorage 1994 — 1998
University of Utah 1992 — 1993
Mary Katherine Patterson's Waddell & Reed Experience May 2012 - August 2012
Job Associate Marketing Specialist at FedEx Services
Industry Marketing and Advertising
Experience
FedEx Services June 2014 - Present
theGRIND October 2013 - August 2014
Bigfish January 2014 - May 2014
ServiceMaster June 2013 - August 2013
CBRE January 2013 - May 2013
Waddell & Reed May 2012 - August 2012
Skills
Marketing, Social Media Marketing, Marketing Analytics, Accounting, Financial Analysis, Social Media, Public Relations, Advertising, Online Advertising, Online Marketing, Management, Project Management, Customer Service, Fundraising, Market Research, PowerPoint, Microsoft Excel
Education
Rhodes College 2010 — 2014
Bachelor of Arts (B.A.), Commerce & Business
Universiteit Antwerpen 2013 — 2013
International Marketing of luxury goods in Belgium and France
First Presbyterian Dayschool 2007 — 2010
FedEx Services June 2014 - Present
theGRIND October 2013 - August 2014
Bigfish January 2014 - May 2014
ServiceMaster June 2013 - August 2013
CBRE January 2013 - May 2013
Waddell & Reed May 2012 - August 2012
Skills
Marketing, Social Media Marketing, Marketing Analytics, Accounting, Financial Analysis, Social Media, Public Relations, Advertising, Online Advertising, Online Marketing, Management, Project Management, Customer Service, Fundraising, Market Research, PowerPoint, Microsoft Excel
Education
Rhodes College 2010 — 2014
Bachelor of Arts (B.A.), Commerce & Business
Universiteit Antwerpen 2013 — 2013
International Marketing of luxury goods in Belgium and France
First Presbyterian Dayschool 2007 — 2010
Michael Dunavant Michael Dunavant's Waddell & Reed Experience September 2013 - June 2015
Job Financial Wellness Specialist
Industry Financial Services
Experience
Merrill Lynch June 2015 - Present
Waddell & Reed September 2013 - June 2015
Merrill Lynch April 2011 - April 2012
Merrill Lynch April 2009 - April 2011
Merrill Lynch July 2006 - April 2009
Merrill Lynch Princeton Branch Office March 2005 - July 2006
Merrill Lynch May 2002 - March 2005
Merrill Edge March 2001 - May 2002
Skills
Raising Financially..., Life Transitions, Career Transitioning, Business Continuity..., Six Sigma, Analysis, Transition Management, Project Management, How to treat your...
Education
University of Arkansas at Fayetteville 1995 — 2000
Bachelor of Science (BS), 1) Financial Management 2) International Business and Economics; an emphasis in Asian Studies
Merrill Lynch June 2015 - Present
Waddell & Reed September 2013 - June 2015
Merrill Lynch April 2011 - April 2012
Merrill Lynch April 2009 - April 2011
Merrill Lynch July 2006 - April 2009
Merrill Lynch Princeton Branch Office March 2005 - July 2006
Merrill Lynch May 2002 - March 2005
Merrill Edge March 2001 - May 2002
Skills
Raising Financially..., Life Transitions, Career Transitioning, Business Continuity..., Six Sigma, Analysis, Transition Management, Project Management, How to treat your...
Education
University of Arkansas at Fayetteville 1995 — 2000
Bachelor of Science (BS), 1) Financial Management 2) International Business and Economics; an emphasis in Asian Studies
Anderson Zega Anderson Zega's Waddell & Reed Experience January 2013 - May 2013
Job Recent College Graduate at Trinity College Hartford
Industry Financial Services
Experience
Northwestern Mutual June 2013 - September 2013
Waddell & Reed January 2013 - May 2013
Fiduciary Investment Advisors, LLC September 2012 - December 2012
Upper Dublin Township May 2012 - July 2012
Lakeside Mediation Center February 2012 - March 2012
Skills
Social Media, Data Analysis, Sales, Customer Service, Cold Calling, Social Media Marketing, Investments, Retirement Planning, Mutual Funds, Public Speaking, Securities, Asset Allocation, Bloomberg, Financial Analysis, Financial Modeling, Valuation, Finance, Salesforce.com
Education
Trinity College-Hartford 2010 — 2014
Bachelor of Arts (B.A.), Political Science, Urban Studies Minor
Abington Friends School 2006 — 2010
Northwestern Mutual June 2013 - September 2013
Waddell & Reed January 2013 - May 2013
Fiduciary Investment Advisors, LLC September 2012 - December 2012
Upper Dublin Township May 2012 - July 2012
Lakeside Mediation Center February 2012 - March 2012
Skills
Social Media, Data Analysis, Sales, Customer Service, Cold Calling, Social Media Marketing, Investments, Retirement Planning, Mutual Funds, Public Speaking, Securities, Asset Allocation, Bloomberg, Financial Analysis, Financial Modeling, Valuation, Finance, Salesforce.com
Education
Trinity College-Hartford 2010 — 2014
Bachelor of Arts (B.A.), Political Science, Urban Studies Minor
Abington Friends School 2006 — 2010
Maria Grigorian Maria Grigorian's Waddell & Reed Experience August 2008 - July 2011
Job Account Manager at InVision Agency
Industry Photography
Experience
InVision Agency May 2013 - Present
RP& August 2012 - May 2013
Chris Barrett Design August 2011 - October 2012
Patrick Painter, Inc. June 2011 - October 2011
California Museum of Photography March 2011 - July 2011
Waddell & Reed August 2008 - July 2011
UC Washington Center January 2010 - March 2010
Skills
Research, Microsoft Office, Photoshop, AccountEdge, DesignManager, Art Systems Gallery Pro, FilemakerPro, Nonprofits, FileMaker, Fundraising
Education
University of California, Riverside
Bachelor of Arts (BA), Art History
University of California, Riverside
Bachelors, Busineses Administration
InVision Agency May 2013 - Present
RP& August 2012 - May 2013
Chris Barrett Design August 2011 - October 2012
Patrick Painter, Inc. June 2011 - October 2011
California Museum of Photography March 2011 - July 2011
Waddell & Reed August 2008 - July 2011
UC Washington Center January 2010 - March 2010
Skills
Research, Microsoft Office, Photoshop, AccountEdge, DesignManager, Art Systems Gallery Pro, FilemakerPro, Nonprofits, FileMaker, Fundraising
Education
University of California, Riverside
Bachelor of Arts (BA), Art History
University of California, Riverside
Bachelors, Busineses Administration
Aram Hovasapyan Aram Hovasapyan's Waddell & Reed Experience October 2013 - December 2013
Job Finance Associate at Farmers Insurance
Industry Financial Services
Experience
Farmers Insurance August 2015 - Present
Mathnasium - The Math Learning Center April 2015 - July 2015
UCLA March 2013 - May 2014
Waddell & Reed October 2013 - December 2013
UCLA Armenian Students' Association September 2012 - September 2013
Education
University of Southern California - Marshall School of Business 2014 — 2015
Master's Degree, Finance, GPA: 3.90
University of California, Los Angeles 2011 — 2014
Bachelor’s Degree, Economics
Farmers Insurance August 2015 - Present
Mathnasium - The Math Learning Center April 2015 - July 2015
UCLA March 2013 - May 2014
Waddell & Reed October 2013 - December 2013
UCLA Armenian Students' Association September 2012 - September 2013
Education
University of Southern California - Marshall School of Business 2014 — 2015
Master's Degree, Finance, GPA: 3.90
University of California, Los Angeles 2011 — 2014
Bachelor’s Degree, Economics
Jeff K. Wang Jeff K. Wang's Waddell & Reed Experience January 2014 - April 2014
Job FLDP Financial Analyst at Johnson & Johnson
Industry Hospital & Health Care
Experience
Johnson & Johnson, Cardiovascular and Specialty Solutions Group June 2015 - Present
Mentor Worldwide LLC, A Johnson & Johnson Company January 2015 - June 2015
Belkin International September 2014 - December 2014
Relief International January 2014 - July 2014
Waddell & Reed January 2014 - April 2014
Technology start-up September 2012 - September 2013
KGI Securities Investment Advisory Co. Ltd. July 2012 - August 2012
Skills
Entrepreneurship, Research, Economics, Public Speaking, Stock Exchange, Microsoft Office, Finance, SAP ERP, Mandarin, Teaching, Social Media, Microsoft Excel, Sales, Marketing Strategy, Accounting, Social Networking, Financial Analysis, Leadership, DCF Valuation, Hyperion, Equity Research, Private Placement..., Corporate Finance, Financial Forecasting, Budgeting
Education
University of Southern California 2012 — 2014
Bachelor of Arts (B.A.), Economics
University of California, Santa Cruz 2010 — 2012
Business Management Economics
Johnson & Johnson, Cardiovascular and Specialty Solutions Group June 2015 - Present
Mentor Worldwide LLC, A Johnson & Johnson Company January 2015 - June 2015
Belkin International September 2014 - December 2014
Relief International January 2014 - July 2014
Waddell & Reed January 2014 - April 2014
Technology start-up September 2012 - September 2013
KGI Securities Investment Advisory Co. Ltd. July 2012 - August 2012
Skills
Entrepreneurship, Research, Economics, Public Speaking, Stock Exchange, Microsoft Office, Finance, SAP ERP, Mandarin, Teaching, Social Media, Microsoft Excel, Sales, Marketing Strategy, Accounting, Social Networking, Financial Analysis, Leadership, DCF Valuation, Hyperion, Equity Research, Private Placement..., Corporate Finance, Financial Forecasting, Budgeting
Education
University of Southern California 2012 — 2014
Bachelor of Arts (B.A.), Economics
University of California, Santa Cruz 2010 — 2012
Business Management Economics
Kwun Wa Tam Kwun Wa Tam's Waddell & Reed Experience August 2013 - December 2013
Job Recent Graduate at University of California, Berkeley
Industry
Experience
Waddell & Reed August 2013 - December 2013
IFB International Freightbridge Ltd May 2012 - August 2013
Skills
Statistics, Data Analysis, Customer Service, Statistical Modeling, Market Research, Financial Modeling, Statistical Data..., Operations Management, Sales Operations, Sales Management, Budget Management
Education
University of California, Berkeley
Bachelor's Degree, Economics
WYC
Waddell & Reed August 2013 - December 2013
IFB International Freightbridge Ltd May 2012 - August 2013
Skills
Statistics, Data Analysis, Customer Service, Statistical Modeling, Market Research, Financial Modeling, Statistical Data..., Operations Management, Sales Operations, Sales Management, Budget Management
Education
University of California, Berkeley
Bachelor's Degree, Economics
WYC
Kim Brawner Kim Brawner's Waddell & Reed Experience August 2011 - November 2013
Job Vice President at Sphere Wealth
Industry Financial Services
Experience
CFO4Life November 2013 - December 2014
Waddell & Reed August 2011 - November 2013
Morgan Stanley January 1990 - August 2011
Shearson Lehman Brothers October 1987 - March 1990
EF Hutton June 1983 - October 1987
Skills
Due Diligence, Investments, Credit, Account Management, Strategic Planning, Real Estate Economics, Real Estate Financing
Education
University of Arkansas at Fayetteville 1971 — 1976
Bachelor of Business Administration (BBA), Finance & Real Estate
Wynne High School Wynne, Arkansas 1959 — 1971
CFO4Life November 2013 - December 2014
Waddell & Reed August 2011 - November 2013
Morgan Stanley January 1990 - August 2011
Shearson Lehman Brothers October 1987 - March 1990
EF Hutton June 1983 - October 1987
Skills
Due Diligence, Investments, Credit, Account Management, Strategic Planning, Real Estate Economics, Real Estate Financing
Education
University of Arkansas at Fayetteville 1971 — 1976
Bachelor of Business Administration (BBA), Finance & Real Estate
Wynne High School Wynne, Arkansas 1959 — 1971
Keith Atneosen Keith Atneosen's Waddell & Reed Experience 2009 - 2011
Job Providing Wealth Counsel to Business Owners and Professionals
Industry Financial Services
Experience
Ronald Blue & Co. 2011 - Present
Keiretsu Forum 2014 - Present
Waddell & Reed 2009 - 2011
Thrivent Financial 2005 - 2009
Sears Holdings Corporation 1999 - 2005
Education
Irwin Graduate School of The American College 2011 — 2013
Master of Science in Financial Services (MSFS)
Trinity Lutheran College 2000 — 2001
Graduate Certificate of Professional Studies, Music Ministry
Western Washington University 1996 — 2000
Bachelor of Arts (BA), Music
Ronald Blue & Co. 2011 - Present
Keiretsu Forum 2014 - Present
Waddell & Reed 2009 - 2011
Thrivent Financial 2005 - 2009
Sears Holdings Corporation 1999 - 2005
Education
Irwin Graduate School of The American College 2011 — 2013
Master of Science in Financial Services (MSFS)
Trinity Lutheran College 2000 — 2001
Graduate Certificate of Professional Studies, Music Ministry
Western Washington University 1996 — 2000
Bachelor of Arts (BA), Music
Chase Seegars's Waddell & Reed Experience September 2014 - Present
Job Financial Analyst Intern at Waddell & Reed
Industry Financial Services
Experience
Waddell & Reed September 2014 - Present
Beautyman Alvstad, LLP May 2014 - August 2014
Melvin's Mowers Inc May 2005 - July 2014
Community Marketing Concepts September 2013 - January 2014
American Freedom Assurance, Inc. May 2013 - September 2013
Trinity College - Hartford January 2011 - March 2013
Keep America Beautiful June 2010 - July 2012
Skills
Community Outreach, Public Speaking, Research, Social Media, Microsoft Excel, PowerPoint, Leadership, Securities, Entrepreneurship, Strategic Planning, Budget Management
Education
Trinity College-Hartford 2006 — 2015
Bachelor's degree, Economics and Public Policy
The Episcopal Academy 1995 — 2011
Waddell & Reed September 2014 - Present
Beautyman Alvstad, LLP May 2014 - August 2014
Melvin's Mowers Inc May 2005 - July 2014
Community Marketing Concepts September 2013 - January 2014
American Freedom Assurance, Inc. May 2013 - September 2013
Trinity College - Hartford January 2011 - March 2013
Keep America Beautiful June 2010 - July 2012
Skills
Community Outreach, Public Speaking, Research, Social Media, Microsoft Excel, PowerPoint, Leadership, Securities, Entrepreneurship, Strategic Planning, Budget Management
Education
Trinity College-Hartford 2006 — 2015
Bachelor's degree, Economics and Public Policy
The Episcopal Academy 1995 — 2011
Bob Mansur Bob Mansur's Waddell & Reed Experience January 2001 - February 2002
Job Employee Development Manager at Gateway Mortgage Group, LLC
Industry Financial Services
Experience
Gateway Mortgage Group, LLC July 2015 - Present
JP Morgan Chase February 2014 - July 2015
JP Morgan Chase October 2010 - January 2014
Aurora Loan Services December 2008 - October 2010
Financial Strategies May 2007 - February 2008
NovaStar Mortgage January 2007 - April 2007
Oak Street Mortgage September 2003 - November 2006
FirstRing April 2002 - August 2003
Waddell & Reed January 2001 - February 2002
The Money Store January 1994 - May 1999
Skills
Call Center, Workshop Facilitation, Performance Management, Change Management, Training, Leadership, Mortgage Lending, Recruiting, Program Management, Call Centers, Cross-functional Team..., Human Resources, Mortgage Banking, Team Leadership, Strategic Planning, Marketing, Management, Coaching, Sales
Education
University of California, Davis - Graduate School of Management 1996 — 1999
MBA
Gateway Mortgage Group, LLC July 2015 - Present
JP Morgan Chase February 2014 - July 2015
JP Morgan Chase October 2010 - January 2014
Aurora Loan Services December 2008 - October 2010
Financial Strategies May 2007 - February 2008
NovaStar Mortgage January 2007 - April 2007
Oak Street Mortgage September 2003 - November 2006
FirstRing April 2002 - August 2003
Waddell & Reed January 2001 - February 2002
The Money Store January 1994 - May 1999
Skills
Call Center, Workshop Facilitation, Performance Management, Change Management, Training, Leadership, Mortgage Lending, Recruiting, Program Management, Call Centers, Cross-functional Team..., Human Resources, Mortgage Banking, Team Leadership, Strategic Planning, Marketing, Management, Coaching, Sales
Education
University of California, Davis - Graduate School of Management 1996 — 1999
MBA
Kevin Largoza Kevin Largoza's Waddell & Reed Experience August 2009 - April 2010
Job Media Strategist
Industry Marketing and Advertising
Experience
Horizon Media November 2010 - March 2014
WallStreet University March 2010 - November 2010
Waddell & Reed August 2009 - April 2010
Cha for Tea June 2007 - December 2008
Skills
Outdoor Advertising, Advertising, Marketing Communications, Integrated Marketing, Marketing, Direct Marketing, Digital Media, Google Analytics, Management, Media Planning
Education
University of California, Irvine 2005 — 2009
B.A., Psychology - Cognitive Science
Horizon Media November 2010 - March 2014
WallStreet University March 2010 - November 2010
Waddell & Reed August 2009 - April 2010
Cha for Tea June 2007 - December 2008
Skills
Outdoor Advertising, Advertising, Marketing Communications, Integrated Marketing, Marketing, Direct Marketing, Digital Media, Google Analytics, Management, Media Planning
Education
University of California, Irvine 2005 — 2009
B.A., Psychology - Cognitive Science
Jason Pechfelder's Waddell & Reed Experience July 2007 - February 2009
Job Project Manager @ Pivotal Retail Group
Industry Retail
Experience
Pivotal Retail Group December 2014 - Present
Integrated Merchandising Systems, LLC June 2012 - November 2014
Pivotal Retail Group May 2011 - June 2012
State Farm Insurance and Financial Services February 2009 - May 2011
Waddell & Reed July 2007 - February 2009
After Hours Formalwear January 2004 - July 2007
United Samsco January 2004 - June 2004
Best Buy April 2002 - January 2004
Skills
Sales Management, Merchandising, Financial Analysis, Financial Reporting, Financial Modeling, Visual Merchandising, Retail Marketing, Retail Sales, Multi-channel Retail, Marketing Communications, Corporate Communications, Corporate Development, Corporate Finance, Merchandise Planning, Merchant Acquiring, Merchant Accounts, Project Management, Account Management, Accountability, Key Account Management, Key Account Development, Microsoft Office, Series 7, Series 66, Life/ Health Insurance..., Property/ Casualty..., Variable Products..., Leadership, Management, Insurance, Marketing, Sales, Strategic Planning
Education
University of Central Florida 2000 — 2004
Accounting and Business/Management
Pivotal Retail Group December 2014 - Present
Integrated Merchandising Systems, LLC June 2012 - November 2014
Pivotal Retail Group May 2011 - June 2012
State Farm Insurance and Financial Services February 2009 - May 2011
Waddell & Reed July 2007 - February 2009
After Hours Formalwear January 2004 - July 2007
United Samsco January 2004 - June 2004
Best Buy April 2002 - January 2004
Skills
Sales Management, Merchandising, Financial Analysis, Financial Reporting, Financial Modeling, Visual Merchandising, Retail Marketing, Retail Sales, Multi-channel Retail, Marketing Communications, Corporate Communications, Corporate Development, Corporate Finance, Merchandise Planning, Merchant Acquiring, Merchant Accounts, Project Management, Account Management, Accountability, Key Account Management, Key Account Development, Microsoft Office, Series 7, Series 66, Life/ Health Insurance..., Property/ Casualty..., Variable Products..., Leadership, Management, Insurance, Marketing, Sales, Strategic Planning
Education
University of Central Florida 2000 — 2004
Accounting and Business/Management
Lee Corwin Lee Corwin's Waddell & Reed Experience June 2011 - August 2011
Job Email Marketing Consultant at EmailDirect.com
Industry Computer Software
Experience
EmailDirect.com October 2014 - Present
Chargify.com January 2013 - October 2014
Northwestern Mutual January 2012 - October 2012
Waddell & Reed June 2011 - August 2011
Mission Support Services, Inc. August 2010 - June 2011
UC Santa Cruz Mail Services October 2008 - June 2011
Skills
Analysis, Leadership, Social Media Marketing, Non-profits, Fundraising, Accounting, Social Media, Time Management, Marketing Strategy, Microsoft Excel, PowerPoint, Microsoft Office, Customer Service, Event Planning, Nonprofits, Microsoft Word, Facebook, Data Analysis, Marketing
Education
UC Santa Cruz 2007 — 2011
Bachelor of Arts (BA), Business Management and Economics
Central Catholic High School 2003 — 2007
EmailDirect.com October 2014 - Present
Chargify.com January 2013 - October 2014
Northwestern Mutual January 2012 - October 2012
Waddell & Reed June 2011 - August 2011
Mission Support Services, Inc. August 2010 - June 2011
UC Santa Cruz Mail Services October 2008 - June 2011
Skills
Analysis, Leadership, Social Media Marketing, Non-profits, Fundraising, Accounting, Social Media, Time Management, Marketing Strategy, Microsoft Excel, PowerPoint, Microsoft Office, Customer Service, Event Planning, Nonprofits, Microsoft Word, Facebook, Data Analysis, Marketing
Education
UC Santa Cruz 2007 — 2011
Bachelor of Arts (BA), Business Management and Economics
Central Catholic High School 2003 — 2007
Duncan Williams Duncan Williams's Waddell & Reed Experience January 2013 - May 2013
Job Research Associate at John Burns Real Estate Consulting
Industry Real Estate
Experience
John Burns Real Estate Consulting June 2014 - July 2015
Waddell & Reed January 2013 - May 2013
UC Berkeley October 2011 - April 2013
All Seals Inc. May 2012 - August 2012
Lake Forest Sun and Sail Club May 2010 - August 2010
Skills
PowerPoint, Word, Excel, Microsoft Office, Microsoft Excel, Microsoft Word, Administration
Education
University of California, Berkeley 2009 — 2013
Bachelor of Arts, Political Economy
John Burns Real Estate Consulting June 2014 - July 2015
Waddell & Reed January 2013 - May 2013
UC Berkeley October 2011 - April 2013
All Seals Inc. May 2012 - August 2012
Lake Forest Sun and Sail Club May 2010 - August 2010
Skills
PowerPoint, Word, Excel, Microsoft Office, Microsoft Excel, Microsoft Word, Administration
Education
University of California, Berkeley 2009 — 2013
Bachelor of Arts, Political Economy
Timothy Ketcham Timothy Ketcham's Waddell & Reed Experience July 2011 - Present
Job Marketing and Advertising Professional
Industry Marketing and Advertising
Experience
Waddell & Reed July 2011 - Present
RSC Equipment Rental April 2006 - February 2010
Grover Landscaping, Modesto, Ca. January 2001 - April 2006
Skills
Advertising, Promotions, Marketing Communications, Direct Marketing, Marketing Strategy, advertising publications, Training & Development, Purchasing, Safety Management, Custom Publishing
Education
Numerous sales and management supplemental seminars 1991 — 2008
Completion, Selling Skills and Sales Operations, advanced closing techniques and subliminal body language tells.
University of California, Davis 1984 — 1987
Bachelor of Applied Science (BASc), Zoology/Animal Biology
Waddell & Reed July 2011 - Present
RSC Equipment Rental April 2006 - February 2010
Grover Landscaping, Modesto, Ca. January 2001 - April 2006
Skills
Advertising, Promotions, Marketing Communications, Direct Marketing, Marketing Strategy, advertising publications, Training & Development, Purchasing, Safety Management, Custom Publishing
Education
Numerous sales and management supplemental seminars 1991 — 2008
Completion, Selling Skills and Sales Operations, advanced closing techniques and subliminal body language tells.
University of California, Davis 1984 — 1987
Bachelor of Applied Science (BASc), Zoology/Animal Biology
Jang Kim Jang Kim's Waddell & Reed Experience 2009 - 2011
Job Account Specialist at Greenway Health
Industry Hospital & Health Care
Experience
Greenway Health February 2015 - Present
VersaSuite February 2012 - February 2015
Waddell & Reed 2009 - 2011
NuScribe/Vemics 2001 - 2008
Skills
Series 7, Series 66, Cold Calling, EHR, Finance, Portfolio Management, Sales, Sales Operations, Sales Presentations, Sales Process, Selling, Uniform Combined State..., Salesforce.com, CRM, Lead Generation, Direct Sales, Management, Healthcare
Education
The University of Texas at Austin
Greenway Health February 2015 - Present
VersaSuite February 2012 - February 2015
Waddell & Reed 2009 - 2011
NuScribe/Vemics 2001 - 2008
Skills
Series 7, Series 66, Cold Calling, EHR, Finance, Portfolio Management, Sales, Sales Operations, Sales Presentations, Sales Process, Selling, Uniform Combined State..., Salesforce.com, CRM, Lead Generation, Direct Sales, Management, Healthcare
Education
The University of Texas at Austin
Wilson Perez Jr's Waddell & Reed Experience May 2011 - April 2012
Job Representative at World Financial Group (WFG)
Industry Financial Services
Experience
Paychex September 2014 - Present
VR Tech Marketing February 2010 - Present
Paychex September 2013 - September 2014
Paychex June 2012 - August 2013
Paychex February 2009 - May 2012
Waddell & Reed May 2011 - April 2012
ICC Capital Management January 2005 - June 2007
House Of Praise Ministries October 2004 - April 2007
Skills
Operations Management, Finance, Payroll, Customer Retention, Marketing, Negotiation, Financial Analysis, Customer Relations, Recruiting, Leadership, Insurance, Credit, Spreadsheets, Computer Hardware, Mutual Funds, Retirement, Strategic Financial..., Investments, Microsoft Excel, Banking, Life Insurance, Sales, Mentoring, Project Management, Customer Service, Customer Satisfaction, Customer Acquisition, Customer Support, Microsoft Office
Education
University of Central Florida 2007 — 2011
Bachelors of Science in Business Administration, Finance
Paychex September 2014 - Present
VR Tech Marketing February 2010 - Present
Paychex September 2013 - September 2014
Paychex June 2012 - August 2013
Paychex February 2009 - May 2012
Waddell & Reed May 2011 - April 2012
ICC Capital Management January 2005 - June 2007
House Of Praise Ministries October 2004 - April 2007
Skills
Operations Management, Finance, Payroll, Customer Retention, Marketing, Negotiation, Financial Analysis, Customer Relations, Recruiting, Leadership, Insurance, Credit, Spreadsheets, Computer Hardware, Mutual Funds, Retirement, Strategic Financial..., Investments, Microsoft Excel, Banking, Life Insurance, Sales, Mentoring, Project Management, Customer Service, Customer Satisfaction, Customer Acquisition, Customer Support, Microsoft Office
Education
University of Central Florida 2007 — 2011
Bachelors of Science in Business Administration, Finance
Maryam Anaya Maryam Anaya's Waddell & Reed Experience June 2012 - September 2012
Job Account Executive at RT Specialty
Industry Financial Services
Experience
RT Specialty June 2015 - Present
INTO University Partnerships April 2015 - June 2015
INTO University Partnerships March 2014 - April 2015
INTO University Partnerships December 2013 - March 2014
LPL Financial June 2013 - December 2013
South Bay Family YMCA June 2008 - September 2013
Taxes & More October 2012 - June 2013
University of San Diego- Office of the Assistant Dean of Students September 2009 - December 2012
Waddell & Reed June 2012 - September 2012
Physician's Partners June 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Spanish-speaking, Outlook, Salesforce.com, Citrix, VBA, QuickBooks, Microsoft Publisher, PowerPoint, Facebook, Data Analysis, Public Speaking, Social Media, Access
Education
University of San Diego 2009 — 2013
Finance, General
Universidad Pontificia Comillas 2012 — 2012
RT Specialty June 2015 - Present
INTO University Partnerships April 2015 - June 2015
INTO University Partnerships March 2014 - April 2015
INTO University Partnerships December 2013 - March 2014
LPL Financial June 2013 - December 2013
South Bay Family YMCA June 2008 - September 2013
Taxes & More October 2012 - June 2013
University of San Diego- Office of the Assistant Dean of Students September 2009 - December 2012
Waddell & Reed June 2012 - September 2012
Physician's Partners June 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Spanish-speaking, Outlook, Salesforce.com, Citrix, VBA, QuickBooks, Microsoft Publisher, PowerPoint, Facebook, Data Analysis, Public Speaking, Social Media, Access
Education
University of San Diego 2009 — 2013
Finance, General
Universidad Pontificia Comillas 2012 — 2012
Alex Workman, MBA's Waddell & Reed Experience May 2013 - September 2013
Job Operations Analyst at Hyla Mobile
Industry Renewables & Environment
Experience
Hyla Mobile - Mobile Reconsidered March 2014 - Present
Mediware Information Systems December 2013 - February 2014
YRC Worldwide, Inc. October 2013 - December 2013
Waddell & Reed May 2013 - September 2013
H&R Block August 2011 - February 2013
H&R Block January 2010 - August 2011
Bass Pro Shops June 2008 - January 2010
Lil Red Foundation January 2009 - May 2009
Longhorn Steakhouse June 2007 - May 2008
Boy Scouts of America June 2001 - August 2006
Skills
Leadership Development, Customer Service, Microsoft Excel, Microsoft Office, Leadership, PowerPoint, Microsoft Word, Customer Satisfaction, Public Speaking, Social Media, Team Building, Training, Team Leadership, Social Networking, Sales, Teamwork, Project Management, Call Centers, Analysis, Time Management, Access, Outlook, Data Entry, Inventory Management, Event Planning, Budgets, Management, Retail, Marketing, Organizational..., Accounting, Data Analysis, Recruiting, Event Management, Process Improvement, Coaching, Fundraising, Strategic Planning
Education
University of Missouri-Kansas City 2010 — 2011
Masters of Business Administration, Entrepreneurship and Management
University of Central Missouri 2003 — 2007
Bachelors, Business Adminstration
Lee's Summit High School 1999 — 2003
High School Diploma
Hyla Mobile - Mobile Reconsidered March 2014 - Present
Mediware Information Systems December 2013 - February 2014
YRC Worldwide, Inc. October 2013 - December 2013
Waddell & Reed May 2013 - September 2013
H&R Block August 2011 - February 2013
H&R Block January 2010 - August 2011
Bass Pro Shops June 2008 - January 2010
Lil Red Foundation January 2009 - May 2009
Longhorn Steakhouse June 2007 - May 2008
Boy Scouts of America June 2001 - August 2006
Skills
Leadership Development, Customer Service, Microsoft Excel, Microsoft Office, Leadership, PowerPoint, Microsoft Word, Customer Satisfaction, Public Speaking, Social Media, Team Building, Training, Team Leadership, Social Networking, Sales, Teamwork, Project Management, Call Centers, Analysis, Time Management, Access, Outlook, Data Entry, Inventory Management, Event Planning, Budgets, Management, Retail, Marketing, Organizational..., Accounting, Data Analysis, Recruiting, Event Management, Process Improvement, Coaching, Fundraising, Strategic Planning
Education
University of Missouri-Kansas City 2010 — 2011
Masters of Business Administration, Entrepreneurship and Management
University of Central Missouri 2003 — 2007
Bachelors, Business Adminstration
Lee's Summit High School 1999 — 2003
High School Diploma
Brian Hangartner Brian Hangartner's Waddell & Reed Experience February 1994 - June 1996
Job Senior Business Analyst at Covidien
Industry Medical Devices
Experience
Covidien-Surgical Solutions January 2012 - Present
Covidien-Respiratory Division July 2010 - September 2011
Covidien-Respiratory Division January 2007 - June 2010
Covidien-Respiratory Division April 2004 - January 2007
Jake Gittes Consulting 1998 - 2004
Dade Behring, Inc (Currently Siemens Healthcare) January 1998 - January 2002
Behring Diagnostics (Currently Siemens Healthcare) January 1997 - December 1997
Waddell & Reed February 1994 - June 1996
Digital Microwave Corporation July 1992 - February 1993
Skills
Healthcare, Strategic Planning, Selling Skills, Microsoft Excel, Sales Operations, Market Development, Marketing, FDA, Analysis, Commercialization, Hospitals, Forecasting, Medical Devices, Cognos, Operating Room, Competitive Analysis, Training, Sales, Cross-functional Team..., Capital Equipment, Product Launch, Cardiology, Disposables, Surgeons, Access, Sales Management, Global Marketing
Education
University of California, Riverside
BS, Business Administration (Finance Emphasis)
Covidien-Surgical Solutions January 2012 - Present
Covidien-Respiratory Division July 2010 - September 2011
Covidien-Respiratory Division January 2007 - June 2010
Covidien-Respiratory Division April 2004 - January 2007
Jake Gittes Consulting 1998 - 2004
Dade Behring, Inc (Currently Siemens Healthcare) January 1998 - January 2002
Behring Diagnostics (Currently Siemens Healthcare) January 1997 - December 1997
Waddell & Reed February 1994 - June 1996
Digital Microwave Corporation July 1992 - February 1993
Skills
Healthcare, Strategic Planning, Selling Skills, Microsoft Excel, Sales Operations, Market Development, Marketing, FDA, Analysis, Commercialization, Hospitals, Forecasting, Medical Devices, Cognos, Operating Room, Competitive Analysis, Training, Sales, Cross-functional Team..., Capital Equipment, Product Launch, Cardiology, Disposables, Surgeons, Access, Sales Management, Global Marketing
Education
University of California, Riverside
BS, Business Administration (Finance Emphasis)
Barry Reid Barry Reid's Waddell & Reed Experience March 1983 - July 1994
Job Owner, Financial Design Group, Inc.
Industry Financial Services
Experience
Financial Design Group, Inc. August 1994 - Present
LPL Financial August 1994 - Present
Waddell & Reed March 1983 - July 1994
Morgan Stanley Smith Barney November 1981 - February 1982
Skills
Investments, Retirement Planning, Retirement, Strategic Financial..., Fixed Annuities, Asset Managment, Insurance, Investment Advisory, Mutual Funds, Wealth Management, Series 7, Estate Planning, Small Business, Securities, Asset Allocation, Disability Insurance, Portfolio Management, Series 63, Public Speaking, Real Estate, Strategic Planning, Non-profits, 401k, Coaching, Alternative Investments, Employee Benefits, Health Insurance, Investment Strategies, Life Insurance, Asset Management, Financial Planning, Nonprofits
Education
University of California, Los Angeles 1975 — 1979
BA, History, Political Science
Hoover High School 1973 — 1975
Graduated, College Prep
Financial Design Group, Inc. August 1994 - Present
LPL Financial August 1994 - Present
Waddell & Reed March 1983 - July 1994
Morgan Stanley Smith Barney November 1981 - February 1982
Skills
Investments, Retirement Planning, Retirement, Strategic Financial..., Fixed Annuities, Asset Managment, Insurance, Investment Advisory, Mutual Funds, Wealth Management, Series 7, Estate Planning, Small Business, Securities, Asset Allocation, Disability Insurance, Portfolio Management, Series 63, Public Speaking, Real Estate, Strategic Planning, Non-profits, 401k, Coaching, Alternative Investments, Employee Benefits, Health Insurance, Investment Strategies, Life Insurance, Asset Management, Financial Planning, Nonprofits
Education
University of California, Los Angeles 1975 — 1979
BA, History, Political Science
Hoover High School 1973 — 1975
Graduated, College Prep
Gina Ball Gina Ball's Waddell & Reed Experience June 2001 - October 2003
Job Office Manager at McDevitt & Duffy, CPAs P.S.
Industry Accounting
Experience
McDevitt & Duffy, CPAs P.S. November 2013 - Present
McDevitt & Andreason, CPA's, P.S. October 2003 - November 2013
Waddell & Reed June 2001 - October 2003
Arango Construction Co. October 1994 - May 2001
Skills
Quickbooks, Administrative Support, Accounts Payable, Accounts Receivable, Notary Public, Bookkeeping, Outlook, Payroll, Excel, Word, Accounting, Microsoft Office, Account Reconciliation, QuickBooks, Office Management, General Ledger, Payroll Taxes, Microsoft Excel, Microsoft Word
Education
University of Alaska Anchorage 1980 — 1982
McDevitt & Duffy, CPAs P.S. November 2013 - Present
McDevitt & Andreason, CPA's, P.S. October 2003 - November 2013
Waddell & Reed June 2001 - October 2003
Arango Construction Co. October 1994 - May 2001
Skills
Quickbooks, Administrative Support, Accounts Payable, Accounts Receivable, Notary Public, Bookkeeping, Outlook, Payroll, Excel, Word, Accounting, Microsoft Office, Account Reconciliation, QuickBooks, Office Management, General Ledger, Payroll Taxes, Microsoft Excel, Microsoft Word
Education
University of Alaska Anchorage 1980 — 1982
Blake Dutcher Blake Dutcher's Waddell & Reed Experience August 2011 - December 2011
Job Financial Analyst at U.S. Legal Support, Inc.
Industry Legal Services
Experience
U.S. Legal Support, Inc. April 2015 - Present
The San Antonio Orthopaedic Group February 2012 - April 2015
Waddell & Reed August 2011 - December 2011
HypeNyte, Inc. January 2011 - December 2011
HDM Marketing Concepts, Inc. May 2011 - August 2011
Idea Apps October 2010 - February 2011
Apple Courier May 2006 - August 2010
Skills
Analysis, Microsoft Excel, Time Management, Customer Service, Microsoft Office, Data Analysis, Start-ups, PowerPoint, Microsoft Word, VBA, Excel, Financial Analysis, Problem Solving, Word, Windows, Java, Collections, Market Research, Direct Sales, Organizing, Series 7, Entrepreneurship, Photoshop, Flash, Mac OS X, Linux, HTML, Objective-C, PHP, MySQL, SQL
Education
Trinity University 2007 — 2011
B.S Business Administration, Finance
U.S. Legal Support, Inc. April 2015 - Present
The San Antonio Orthopaedic Group February 2012 - April 2015
Waddell & Reed August 2011 - December 2011
HypeNyte, Inc. January 2011 - December 2011
HDM Marketing Concepts, Inc. May 2011 - August 2011
Idea Apps October 2010 - February 2011
Apple Courier May 2006 - August 2010
Skills
Analysis, Microsoft Excel, Time Management, Customer Service, Microsoft Office, Data Analysis, Start-ups, PowerPoint, Microsoft Word, VBA, Excel, Financial Analysis, Problem Solving, Word, Windows, Java, Collections, Market Research, Direct Sales, Organizing, Series 7, Entrepreneurship, Photoshop, Flash, Mac OS X, Linux, HTML, Objective-C, PHP, MySQL, SQL
Education
Trinity University 2007 — 2011
B.S Business Administration, Finance
Gary W. Rialti CMFC, AAMS Gary W. Rialti CMFC, AAMS's Waddell & Reed Experience February 2001 - Present
Job Manager Investment Planning Sales
Industry Financial Services
Experience
Waddell & Reed February 2001 - Present
Skills
Series 7, Mutual Funds, Series 63, Asset Allocation, Series 6, Investments
Education
University of Central Missouri 1988 — 1993
BSBA, Finance
Waddell & Reed February 2001 - Present
Skills
Series 7, Mutual Funds, Series 63, Asset Allocation, Series 6, Investments
Education
University of Central Missouri 1988 — 1993
BSBA, Finance
Bryan Urquidez Bryan Urquidez's Waddell & Reed Experience February 2011 - June 2011
Job Retired
Industry Financial Services
Experience
Benefits Communications Network July 2011 - April 2012
Waddell & Reed February 2011 - June 2011
Principal Financial Group November 2009 - May 2010
MetLife Financial Services January 2008 - October 2009
Placer County May 1994 - September 2007
Skills
Insurance, Uniform Combined State...
Education
University of California, Davis 1988 — 1991
BA, Political Science
Hartnell College 1985 — 1988
AA, Administration of Justice
Benefits Communications Network July 2011 - April 2012
Waddell & Reed February 2011 - June 2011
Principal Financial Group November 2009 - May 2010
MetLife Financial Services January 2008 - October 2009
Placer County May 1994 - September 2007
Skills
Insurance, Uniform Combined State...
Education
University of California, Davis 1988 — 1991
BA, Political Science
Hartnell College 1985 — 1988
AA, Administration of Justice
Joseph Regenstein IV, CFP®'s Waddell & Reed Experience October 2003 - February 2006
Job Sr. Analyst for Wireless Commissions at Verizon
Industry Telecommunications
Experience
Verizon May 2014 - Present
Rainstone Financial March 2008 - May 2014
New England Financial March 2006 - February 2008
Waddell & Reed October 2003 - February 2006
Skills
Finance, Strategic Financial..., Certified Financial..., Corporate Finance, Cognos, Microsoft Excel
Education
University of Central Florida 2000 — 2003
Bachelor of Science (BS) in Business Administration, Finance
Coral Springs HS
High School
Verizon May 2014 - Present
Rainstone Financial March 2008 - May 2014
New England Financial March 2006 - February 2008
Waddell & Reed October 2003 - February 2006
Skills
Finance, Strategic Financial..., Certified Financial..., Corporate Finance, Cognos, Microsoft Excel
Education
University of Central Florida 2000 — 2003
Bachelor of Science (BS) in Business Administration, Finance
Coral Springs HS
High School
Jeff Kawaguchi Jeff Kawaguchi's Waddell & Reed Experience 2007 - 2008
Job Independent Financial Services Professional
Industry Financial Services
Experience
Waddell & Reed Financial Services October 2007 - Present
waddell & reed 2007 - 2008
World Savings Bank 1997 - 2007
Education
University of Arizona 1994 — 1994
Waddell & Reed Financial Services October 2007 - Present
waddell & reed 2007 - 2008
World Savings Bank 1997 - 2007
Education
University of Arizona 1994 — 1994
Karie White Karie White's Waddell & Reed Experience March 2008 - December 2008
Job Dental Verification Specialist at GEHA
Industry Insurance
Experience
GEHA July 2011 - Present
Stepp & Rothwell 2010 - August 2011
Waddell & Reed March 2008 - December 2008
American Family Insurance March 2006 - March 2008
Romano's Macaroni Grill January 2001 - March 2006
Skills
Outlook, Data Entry, Microsoft Excel, Telephone Skills, PowerPoint, Microsoft Word, Customer Service, Training, Marketing, Public Speaking
Education
Central Missouri State University 1999 — 2001
Education
Blue Springs High School 1995 — 1999
Diploma, College Prep
GEHA July 2011 - Present
Stepp & Rothwell 2010 - August 2011
Waddell & Reed March 2008 - December 2008
American Family Insurance March 2006 - March 2008
Romano's Macaroni Grill January 2001 - March 2006
Skills
Outlook, Data Entry, Microsoft Excel, Telephone Skills, PowerPoint, Microsoft Word, Customer Service, Training, Marketing, Public Speaking
Education
Central Missouri State University 1999 — 2001
Education
Blue Springs High School 1995 — 1999
Diploma, College Prep
Corie Brickman Corie Brickman's Waddell & Reed Experience January 2010 - June 2011
Job Marketing Programs Specialist at AppDynamics
Industry Marketing and Advertising
Experience
AppDynamics December 2013 - Present
AppDynamics June 2013 - December 2013
Cavallo Point Lodge January 2012 - June 2013
Genentech via PRO Unlimited October 2011 - December 2011
Waddell & Reed January 2010 - June 2011
Skills
Baking, Cookies, Cakes, Integrated Marketing, Webinar Management, Marketing, Event Management, Sales, Public Relations, Customer Service, Management, Event Planning, Hospitality, Social Media, Email Marketing, Data Entry, Hotels, Sales Management, Social Media Marketing, Detail-Oriented, Hospitality Management, Time Management, Microsoft Office, Trade Shows, Microsoft Word, Microsoft Excel, Process Scheduler, PowerPoint, High Capability to...
Education
University of California, Riverside 2007 — 2011
B.A., Interdisciplinary Studies: Business Administration, Minor in Psychology
Burlingame High School
AppDynamics December 2013 - Present
AppDynamics June 2013 - December 2013
Cavallo Point Lodge January 2012 - June 2013
Genentech via PRO Unlimited October 2011 - December 2011
Waddell & Reed January 2010 - June 2011
Skills
Baking, Cookies, Cakes, Integrated Marketing, Webinar Management, Marketing, Event Management, Sales, Public Relations, Customer Service, Management, Event Planning, Hospitality, Social Media, Email Marketing, Data Entry, Hotels, Sales Management, Social Media Marketing, Detail-Oriented, Hospitality Management, Time Management, Microsoft Office, Trade Shows, Microsoft Word, Microsoft Excel, Process Scheduler, PowerPoint, High Capability to...
Education
University of California, Riverside 2007 — 2011
B.A., Interdisciplinary Studies: Business Administration, Minor in Psychology
Burlingame High School
Kurtis Beck's Waddell & Reed Experience August 2014 - Present
Job Financial Advisor at Waddell & Reed
Industry Financial Services
Experience
Waddell & Reed August 2014 - Present
Skills
Law Enforcement..., Teaching, Public Speaking, PowerPoint, Microsoft Excel, Curriculum Design, Leadership, Educational Leadership, Lesson Planning, Classroom, Editing
Education
University of Central Florida 2008 — 2012
Bachelor of Science (BS), Criminal Justice/Law Enforcement Administration
Waddell & Reed August 2014 - Present
Skills
Law Enforcement..., Teaching, Public Speaking, PowerPoint, Microsoft Excel, Curriculum Design, Leadership, Educational Leadership, Lesson Planning, Classroom, Editing
Education
University of Central Florida 2008 — 2012
Bachelor of Science (BS), Criminal Justice/Law Enforcement Administration
Rajiv K. Shah Rajiv K. Shah's Waddell & Reed Experience February 2006 - May 2008
Job AVP Deutsche Asset & Wealth Management
Industry Financial Services
Experience
Deutsche Bank September 2014 - Present
Kovack Securities April 2011 - September 2014
Crescent Palm Capital Partners November 2010 - April 2011
TD Ameritrade May 2008 - August 2010
Waddell & Reed February 2006 - May 2008
Waddell & Reed January 2005 - January 2006
MetLife January 2004 - January 2005
Prudential Financial October 2002 - December 2003
Wells Fargo Advisors June 2001 - September 2002
Olde Stockbrokers June 2000 - June 2001
Skills
Financial Planning, Sales Management, Investments, Insurance, Investment Advisory, Compliance, Trading, Trade Surveillance, Algorithmic Trading, Electronic Trading, Financial Markets, Capital Markets, Derivatives, Technical Analysis, Risk Management, Pershing NetX360, NFS Streetscape/FBSI, Team Leadership, Broker/Dealer Operations, Registered Investment..., Series 7, Series 6, Series 63, Series 65, Series 4, Series 24, Series 53, Series 55, Series 27, FINOP, Strategic Financial..., Trading System, Commodity, FINRA, Options, Equities, FX Options, Series 99, Trading Strategies, Financial Risk, Financial Services, Hedge Funds, ETFs, Portfolio Management, Asset Management, Alternative Investments, Trading Systems, Banking, Financial Advisory, Investment Strategies
Education
University at Buffalo
B.A, Clinical Psychology
University of North Florida
M.B.A, Finance
Deutsche Bank September 2014 - Present
Kovack Securities April 2011 - September 2014
Crescent Palm Capital Partners November 2010 - April 2011
TD Ameritrade May 2008 - August 2010
Waddell & Reed February 2006 - May 2008
Waddell & Reed January 2005 - January 2006
MetLife January 2004 - January 2005
Prudential Financial October 2002 - December 2003
Wells Fargo Advisors June 2001 - September 2002
Olde Stockbrokers June 2000 - June 2001
Skills
Financial Planning, Sales Management, Investments, Insurance, Investment Advisory, Compliance, Trading, Trade Surveillance, Algorithmic Trading, Electronic Trading, Financial Markets, Capital Markets, Derivatives, Technical Analysis, Risk Management, Pershing NetX360, NFS Streetscape/FBSI, Team Leadership, Broker/Dealer Operations, Registered Investment..., Series 7, Series 6, Series 63, Series 65, Series 4, Series 24, Series 53, Series 55, Series 27, FINOP, Strategic Financial..., Trading System, Commodity, FINRA, Options, Equities, FX Options, Series 99, Trading Strategies, Financial Risk, Financial Services, Hedge Funds, ETFs, Portfolio Management, Asset Management, Alternative Investments, Trading Systems, Banking, Financial Advisory, Investment Strategies
Education
University at Buffalo
B.A, Clinical Psychology
University of North Florida
M.B.A, Finance
Steve Colombo Steve Colombo's Waddell & Reed Experience 2000 - 2005
Job Financial Services Consultant at Allstate Financial Services
Industry Financial Services
Experience
Allstate Financial Services August 2007 - Present
USAA 2005 - 2007
Waddell & Reed 2000 - 2005
Prudential Financial 1991 - 2000
Skills
Business Planning, Leadership, Forecasting, Strategic Financial..., Strategy, Coaching, Fixed Annuities, Management, Life Insurance, Term Life Insurance, Sales Operations, Insurance, Training, Sales, Retirement, Retirement Planning, Series 6, Series 63, Disability Insurance, Financial Services, Series 7, IRAs, Mutual Funds, Financial Planners, Financial Advisory, Long-term Care, Variable Annuities, 401k, Wealth Accumulation, Securities, Investments, Investment Advisory, Wealth Management, Estate Planning, Wealth, Asset Allocation, FINRA, Wealth Management..., Long Term Care Insurance, Series 24, Investment Strategies, Universal Life, Roth IRA, Whole Life, ETFs, 401k Rollovers, Bonds, Series 65, Alternative Investments, Financial Goals
Education
State University of New York at Buffalo
Allstate Financial Services August 2007 - Present
USAA 2005 - 2007
Waddell & Reed 2000 - 2005
Prudential Financial 1991 - 2000
Skills
Business Planning, Leadership, Forecasting, Strategic Financial..., Strategy, Coaching, Fixed Annuities, Management, Life Insurance, Term Life Insurance, Sales Operations, Insurance, Training, Sales, Retirement, Retirement Planning, Series 6, Series 63, Disability Insurance, Financial Services, Series 7, IRAs, Mutual Funds, Financial Planners, Financial Advisory, Long-term Care, Variable Annuities, 401k, Wealth Accumulation, Securities, Investments, Investment Advisory, Wealth Management, Estate Planning, Wealth, Asset Allocation, FINRA, Wealth Management..., Long Term Care Insurance, Series 24, Investment Strategies, Universal Life, Roth IRA, Whole Life, ETFs, 401k Rollovers, Bonds, Series 65, Alternative Investments, Financial Goals
Education
State University of New York at Buffalo
Rick Sany Rick Sany's Waddell & Reed Experience June 1986 - June 1991
Job Financial Advisor with 25+ years of experience
Industry Financial Services
Experience
SagePoint Financial, Inc. June 1993 - Present
U.S. Securities Clearing Corp. June 1991 - June 1993
Waddell & Reed June 1986 - June 1991
Skills
Securities, Personal Financial..., Fixed Annuities, Financial Advisory, Wealth Accumulation, Retirement, 401k Rollovers, Retirement Planning, Investment Advisory..., Saving for Education, Financial Services, Asset Allocation, Insurance, Investments
Education
University of California, Berkeley
Bachelor of Science (BS), Forest Management/Forest Resources Management
SagePoint Financial, Inc. June 1993 - Present
U.S. Securities Clearing Corp. June 1991 - June 1993
Waddell & Reed June 1986 - June 1991
Skills
Securities, Personal Financial..., Fixed Annuities, Financial Advisory, Wealth Accumulation, Retirement, 401k Rollovers, Retirement Planning, Investment Advisory..., Saving for Education, Financial Services, Asset Allocation, Insurance, Investments
Education
University of California, Berkeley
Bachelor of Science (BS), Forest Management/Forest Resources Management
Tony Vargas Tony Vargas's Waddell & Reed Experience September 2013 - Present
Job Enterprise Program Manager at Waddell & Reed
Industry Banking
Experience
Waddell & Reed September 2013 - Present
UMB Bank August 2011 - September 2013
First Olathe Bancshares July 2005 - July 2011
Olathe Sister Cities Committee 2006 - 2010
Atos Origin May 2003 - May 2005
Alcatel May 2000 - April 2003
Telefonica, I&D April 1999 - April 2000
Skills
Strategy, Software Project..., Leadership, Strategic Planning, Banking, Management, Software Development, Spanish, Process Improvement, Internet Banking, Project Management, Integration, Mobile Payments, Telecommunications, Entrepreneurship, Enterprise Software, Marketing, Web Development, Web Analytics, Social Media Marketing, Social Networking..., Governance, Certified Project..., Web Applications, PMO, Risk Management, Technology Product..., Business Strategy, Business Planning, Budgets, Quality Management, Freelance Writing
Education
Universidad Politécnica de Madrid 1999 — 2000
Master, Computer Information Systems
University of Missouri-Kansas City 1990 — 1994
Bachelor, General Studies
Waddell & Reed September 2013 - Present
UMB Bank August 2011 - September 2013
First Olathe Bancshares July 2005 - July 2011
Olathe Sister Cities Committee 2006 - 2010
Atos Origin May 2003 - May 2005
Alcatel May 2000 - April 2003
Telefonica, I&D April 1999 - April 2000
Skills
Strategy, Software Project..., Leadership, Strategic Planning, Banking, Management, Software Development, Spanish, Process Improvement, Internet Banking, Project Management, Integration, Mobile Payments, Telecommunications, Entrepreneurship, Enterprise Software, Marketing, Web Development, Web Analytics, Social Media Marketing, Social Networking..., Governance, Certified Project..., Web Applications, PMO, Risk Management, Technology Product..., Business Strategy, Business Planning, Budgets, Quality Management, Freelance Writing
Education
Universidad Politécnica de Madrid 1999 — 2000
Master, Computer Information Systems
University of Missouri-Kansas City 1990 — 1994
Bachelor, General Studies
Brad Hofmeister Brad Hofmeister's Waddell & Reed Experience June 1986 - December 2014
Job Executive Management
Industry Financial Services
Experience
Bphservices LLC December 2014 - Present
Waddell & Reed June 1986 - December 2014
Skills
Strategic Planning, Investments, Public Speaking, Securities, Retirement Planning, Strategic Financial..., Insurance, Customer Service, Team Building, Ranch, Microsoft Office, Budgets, Microsoft Excel, Horses, Sales Management, New Business Development, Negotiation, Marketing Strategy, Research, Coaching, Business Planning, Leadership, Risk Management, Business Development, Fixed Annuities, Series 7, Mutual Funds, Training, Leadership Development, Process Improvement, Wealth Management, Asset Allocation, IRAs, Change Management, Project Management, Financial Services, PowerPoint, Series 65, Series 6, Retirement, Investment Advisory, Financial Advisory, Investment Strategies, 401k, Financial Planning
Education
Central Missouri State University 1982 — 1986
Bachelor's degree, Management
University of Central Missouri 1982 — 1986
Management, Business Administration, Finance, Economics
Bphservices LLC December 2014 - Present
Waddell & Reed June 1986 - December 2014
Skills
Strategic Planning, Investments, Public Speaking, Securities, Retirement Planning, Strategic Financial..., Insurance, Customer Service, Team Building, Ranch, Microsoft Office, Budgets, Microsoft Excel, Horses, Sales Management, New Business Development, Negotiation, Marketing Strategy, Research, Coaching, Business Planning, Leadership, Risk Management, Business Development, Fixed Annuities, Series 7, Mutual Funds, Training, Leadership Development, Process Improvement, Wealth Management, Asset Allocation, IRAs, Change Management, Project Management, Financial Services, PowerPoint, Series 65, Series 6, Retirement, Investment Advisory, Financial Advisory, Investment Strategies, 401k, Financial Planning
Education
Central Missouri State University 1982 — 1986
Bachelor's degree, Management
University of Central Missouri 1982 — 1986
Management, Business Administration, Finance, Economics
Andrew Wilhelm's Waddell & Reed Experience May 2011 - March 2012
Job Returned Peace Corps Volunteer
Industry Financial Services
Experience
Peace Corps March 2012 - May 2014
LEGO Group September 2011 - March 2012
Waddell & Reed May 2011 - March 2012
Orange County Museum of Art October 2008 - March 2012
C2 Education August 2010 - June 2011
Skills
Investments, Retirement Planning, Strategic Financial..., Series 7, Mutual Funds, Wealth Management, Financial Analysis, Portfolio Management, Retirement, Financial Modeling, Asset Management, Insurance, Asset Allocation, Finance, Equities
Education
University of California, Irvine 2006 — 2010
Bachelor of Arts (BA), Art History, 3.63
Peace Corps March 2012 - May 2014
LEGO Group September 2011 - March 2012
Waddell & Reed May 2011 - March 2012
Orange County Museum of Art October 2008 - March 2012
C2 Education August 2010 - June 2011
Skills
Investments, Retirement Planning, Strategic Financial..., Series 7, Mutual Funds, Wealth Management, Financial Analysis, Portfolio Management, Retirement, Financial Modeling, Asset Management, Insurance, Asset Allocation, Finance, Equities
Education
University of California, Irvine 2006 — 2010
Bachelor of Arts (BA), Art History, 3.63
Laura K. Leone Laura K. Leone's Waddell & Reed Experience October 2010 - February 2011
Job Best Companies Evaluator at Great Place to Work Institute
Industry Publishing
Experience
Great Place to Work Institute May 2013 - Present
New Village Press May 2011 - Present
Freelance Editor December 2009 - Present
Streetside Stories January 2012 - June 2012
Waddell & Reed October 2010 - February 2011
Harbor Supported Living Services July 2008 - December 2009
Waddell & Reed April 2009 - October 2009
Harbor Supported Living Services November 2005 - September 2007
Skills
Editing, Line Editing, Fact-checking, Copy Editing, APA, Chicago Style, Chicago Manual, Office Administration, Microsoft Word, Wordpress, Email Marketing, Twitter, Facebook, Proofreading, English grammar, Academic Tutoring, InDesign, Adobe Creative Suite, HTML, Academic Writing, AAA Style, Newsletters, WordPress
Education
University of Chicago 2009 — 2010
Master of Arts (MA), Social Sciences (History)
University of California, Santa Cruz 2004 — 2008
Bachelor of Arts (BA), History
UC Berkeley Extension 2011 — 2012
Professional Sequence in Editing
Great Place to Work Institute May 2013 - Present
New Village Press May 2011 - Present
Freelance Editor December 2009 - Present
Streetside Stories January 2012 - June 2012
Waddell & Reed October 2010 - February 2011
Harbor Supported Living Services July 2008 - December 2009
Waddell & Reed April 2009 - October 2009
Harbor Supported Living Services November 2005 - September 2007
Skills
Editing, Line Editing, Fact-checking, Copy Editing, APA, Chicago Style, Chicago Manual, Office Administration, Microsoft Word, Wordpress, Email Marketing, Twitter, Facebook, Proofreading, English grammar, Academic Tutoring, InDesign, Adobe Creative Suite, HTML, Academic Writing, AAA Style, Newsletters, WordPress
Education
University of Chicago 2009 — 2010
Master of Arts (MA), Social Sciences (History)
University of California, Santa Cruz 2004 — 2008
Bachelor of Arts (BA), History
UC Berkeley Extension 2011 — 2012
Professional Sequence in Editing
Rip Furniss Rip Furniss's Waddell & Reed Experience June 2010 - August 2010
Job Investment Banking Analyst at GCA Savvian
Industry Investment Banking
Experience
GCA Savvian August 2015 - Present
Pacific Crest Securities June 2013 - August 2015
Tobin & Company Investment Banking Group LLC June 2012 - February 2013
Ironwood Capital February 2012 - May 2012
BNY Mellon Wealth Management June 2011 - August 2011
Waddell & Reed June 2010 - August 2010
Skills
Series 79, Series 63, Valuation, Financial Modeling, Financial Analysis, DCF, Economics, Corporate Finance, Investment Banking, Mergers & Acquisitions, Quantitative Analytics, Bloomberg Terminal
Education
Trinity College-Hartford 2008 — 2012
Economics
INSTEP at Cambridge University 2011 — 2011
Suffield Academy 2004 — 2008
Saint David's School
GCA Savvian August 2015 - Present
Pacific Crest Securities June 2013 - August 2015
Tobin & Company Investment Banking Group LLC June 2012 - February 2013
Ironwood Capital February 2012 - May 2012
BNY Mellon Wealth Management June 2011 - August 2011
Waddell & Reed June 2010 - August 2010
Skills
Series 79, Series 63, Valuation, Financial Modeling, Financial Analysis, DCF, Economics, Corporate Finance, Investment Banking, Mergers & Acquisitions, Quantitative Analytics, Bloomberg Terminal
Education
Trinity College-Hartford 2008 — 2012
Economics
INSTEP at Cambridge University 2011 — 2011
Suffield Academy 2004 — 2008
Saint David's School
Margaret Waruingi Margaret Waruingi's Waddell & Reed Experience August 2007 - April 2009
Job Real Estate
Industry Real Estate
Experience
Apple One September 2009 - February 2010
First American Title April 2009 - August 2009
Waddell & Reed August 2007 - April 2009
Alliance Title July 2005 - May 2007
Skills
Notary Public, Real Estate Transactions, Real Estate License, Escrow, Title Insurance, Foreclosures, Section 8, REO, Refinance, FHA
Education
University of California, Santa Barbara 1992 — 1994
Lovett 1987 — 1992
Apple One September 2009 - February 2010
First American Title April 2009 - August 2009
Waddell & Reed August 2007 - April 2009
Alliance Title July 2005 - May 2007
Skills
Notary Public, Real Estate Transactions, Real Estate License, Escrow, Title Insurance, Foreclosures, Section 8, REO, Refinance, FHA
Education
University of California, Santa Barbara 1992 — 1994
Lovett 1987 — 1992
Patrick Cuejilo Patrick Cuejilo's Waddell & Reed Experience August 2007 - December 2012
Job Director, HR Business Systems at The Heico Companies LLC
Industry Financial Services
Experience
The Heico Companies LLC July 2015 - Present
Lockton Companies January 2013 - July 2015
Waddell & Reed August 2007 - December 2012
Ceridian October 1994 - July 2007
Skills
Employee Benefits, Process Improvement, Vendor Management, SDLC, HRIS, Business Analysis, Benefits Administration, Project Management
Education
University of California, Irvine 1990 — 1995
Social Ecology
The Heico Companies LLC July 2015 - Present
Lockton Companies January 2013 - July 2015
Waddell & Reed August 2007 - December 2012
Ceridian October 1994 - July 2007
Skills
Employee Benefits, Process Improvement, Vendor Management, SDLC, HRIS, Business Analysis, Benefits Administration, Project Management
Education
University of California, Irvine 1990 — 1995
Social Ecology
Angie Paredes Angie Paredes's Waddell & Reed Experience 2003 - 2007
Job Institutional Account Associate at American Century Investments
Industry Financial Services
Experience
American Century Investments December 2012 - Present
American Century Investments April 2011 - December 2012
American Century Investments March 2010 - May 2011
American Century Investments June 2007 - July 2010
Waddell & Reed 2003 - 2007
Blockbuster 1997 - 2003
Skills
Customer Service, Customer Relations, Lotus Notes, Access, Word, Excel, PeopleSoft, PowerPoint, Process Improvement, Problem Solving, Team Building, Microsoft Office, Mutual Funds, Call Center, Research, Analysis, Documentation, Fundraising, Financial Reporting, Series 63, Microsoft Word
Education
University of Central Missouri 1998 — 2002
Bachelor of Science, Psychology
American Century Investments December 2012 - Present
American Century Investments April 2011 - December 2012
American Century Investments March 2010 - May 2011
American Century Investments June 2007 - July 2010
Waddell & Reed 2003 - 2007
Blockbuster 1997 - 2003
Skills
Customer Service, Customer Relations, Lotus Notes, Access, Word, Excel, PeopleSoft, PowerPoint, Process Improvement, Problem Solving, Team Building, Microsoft Office, Mutual Funds, Call Center, Research, Analysis, Documentation, Fundraising, Financial Reporting, Series 63, Microsoft Word
Education
University of Central Missouri 1998 — 2002
Bachelor of Science, Psychology
Jessica Sigman Jessica Sigman's Waddell & Reed Experience December 2013 - Present
Job Regulatory Training Specialist at Waddell & Reed
Industry Financial Services
Experience
Waddell & Reed December 2013 - Present
American Equity Mortgage February 2012 - December 2013
Bridal Solutions Tailor & Tuxedo 2010 - 2011
Skills
Sales, Customer Service, Social Media Marketing, FHA, Event Planning, Outlook, Microsoft Excel, Advertising, Microsoft Office, Investments, Mortgage Lending
Education
University of Central Missouri 2007 — 2011
Bachelor of Business Administration (BBA), Marketing
Lee's Summit High School 2003 — 2007
Waddell & Reed December 2013 - Present
American Equity Mortgage February 2012 - December 2013
Bridal Solutions Tailor & Tuxedo 2010 - 2011
Skills
Sales, Customer Service, Social Media Marketing, FHA, Event Planning, Outlook, Microsoft Excel, Advertising, Microsoft Office, Investments, Mortgage Lending
Education
University of Central Missouri 2007 — 2011
Bachelor of Business Administration (BBA), Marketing
Lee's Summit High School 2003 — 2007
Caroline Charles's Waddell & Reed Experience March 2008 - June 2008
Job Account ManagerWFT Labs
Industry Oil & Energy
Experience
Weatherford Laboratories, Inc July 2012 - Present
Teach for America July 2009 - July 2012
Target September 2008 - January 2009
Northwestern Mutual Financial Network May 2008 - September 2008
Waddell & Reed March 2008 - June 2008
Skills
Social Media, Leadership, Analysis, Training, Volunteer Management, Microsoft Word, Tutoring, Blogging, Curriculum Development, Microsoft Office, Public Speaking, Teaching, Newsletters
Education
University of San Diego 2005 — 2009
Business Administration, Minor in Accountancy
University College Cork 2007 — 2008
Commerce
WHS
Weatherford Laboratories, Inc July 2012 - Present
Teach for America July 2009 - July 2012
Target September 2008 - January 2009
Northwestern Mutual Financial Network May 2008 - September 2008
Waddell & Reed March 2008 - June 2008
Skills
Social Media, Leadership, Analysis, Training, Volunteer Management, Microsoft Word, Tutoring, Blogging, Curriculum Development, Microsoft Office, Public Speaking, Teaching, Newsletters
Education
University of San Diego 2005 — 2009
Business Administration, Minor in Accountancy
University College Cork 2007 — 2008
Commerce
WHS
Natalie Patterson's Waddell & Reed Experience May 2009 - July 2009
Job Joint Integrity Business Development Manager
Industry Oil & Energy
Experience
Hydratight June 2015 - Present
Hydratight July 2014 - June 2015
Weasler Engineering & Elliott Manufacturing July 2013 - June 2014
Enerpac June 2012 - June 2013
JC Penny May 2011 - August 2011
Waddell & Reed May 2009 - July 2009
Skills
Marketing, Business Development, Microsoft Excel, Strategy, Competitive Analysis, Microsoft Office, Product Development, Social Media Marketing, Team Leadership, Marketing Communications, Trade Shows, Microsoft Word, Microsoft Publisher, Market Research, Sales, Management, Leadership, PowerPoint, Turbo Tax, QuickBooks, Negotiation
Education
University of Illinois at Urbana-Champaign 2008 — 2012
Bachelor of Science (BS), Marketing and Management in International Business
Universidad del Salvador 2010 — 2010
Hydratight June 2015 - Present
Hydratight July 2014 - June 2015
Weasler Engineering & Elliott Manufacturing July 2013 - June 2014
Enerpac June 2012 - June 2013
JC Penny May 2011 - August 2011
Waddell & Reed May 2009 - July 2009
Skills
Marketing, Business Development, Microsoft Excel, Strategy, Competitive Analysis, Microsoft Office, Product Development, Social Media Marketing, Team Leadership, Marketing Communications, Trade Shows, Microsoft Word, Microsoft Publisher, Market Research, Sales, Management, Leadership, PowerPoint, Turbo Tax, QuickBooks, Negotiation
Education
University of Illinois at Urbana-Champaign 2008 — 2012
Bachelor of Science (BS), Marketing and Management in International Business
Universidad del Salvador 2010 — 2010
Chris Fulford, CFA Chris Fulford, CFA's Waddell & Reed Experience March 2009 - December 2010
Job Assistant Vice President / Relationship Manager at Wells Fargo Global Banking
Industry Banking
Experience
Wells Fargo - Global Banking June 2014 - Present
Wells Fargo January 2014 - May 2014
Wells Fargo - Global Banking July 2011 - December 2013
Waddell & Reed March 2009 - December 2010
College Works Painting December 2006 - August 2007
Skills
Sales, Sales Management, Customer Service, Team Leadership, Management, Microsoft Excel, Team Building, Budgets, Marketing, Business Development, Forecasting, Social Media
Education
University of California, San Diego 2004 — 2008
BS, Management Science
Wells Fargo - Global Banking June 2014 - Present
Wells Fargo January 2014 - May 2014
Wells Fargo - Global Banking July 2011 - December 2013
Waddell & Reed March 2009 - December 2010
College Works Painting December 2006 - August 2007
Skills
Sales, Sales Management, Customer Service, Team Leadership, Management, Microsoft Excel, Team Building, Budgets, Marketing, Business Development, Forecasting, Social Media
Education
University of California, San Diego 2004 — 2008
BS, Management Science
Kayla Reger's Waddell & Reed Experience July 2014 - December 2014
Job Inside Account Executive at SHI International Corp.
Industry Information Technology and Services
Experience
SHI International Corp. August 2015 - Present
Waddell & Reed July 2014 - December 2014
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Teamwork, Public Speaking, Customer Service, Social Media, English, Communication Skills, Marketing Strategy, Time Management, Research
Education
The University of Texas at San Antonio 2011 — 2015
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General, Senior
SHI International Corp. August 2015 - Present
Waddell & Reed July 2014 - December 2014
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Teamwork, Public Speaking, Customer Service, Social Media, English, Communication Skills, Marketing Strategy, Time Management, Research
Education
The University of Texas at San Antonio 2011 — 2015
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General, Senior
Tony Vargas Tony Vargas's Waddell & Reed Experience May 2009 - August 2009
Job Inside Sales Account Manager at SHI International Corp.
Industry Market Research
Experience
SHI International Corp. June 2013 - Present
Austin City Realty January 2012 - Present
SHI International Corp. January 2013 - May 2013
Chasse Consulting: Sales Strategies, Inc. September 2012 - December 2012
ReRoute Music Group May 2012 - August 2012
EnergyOne April 2011 - August 2011
Waddell & Reed May 2009 - August 2009
Skills
Social Media Marketing, Marketing Communications, Advertising, Social Media, Email Marketing, Online Advertising, Marketing Strategy, Marketing, Digital Marketing, Public Relations, Copywriting, Direct Marketing, Event Planning, Event Management, SEO
Education
The University of Texas at Austin 2009 — 2012
Bachelor of Arts (B.A.), Political Science, Business, Communications
SHI International Corp. June 2013 - Present
Austin City Realty January 2012 - Present
SHI International Corp. January 2013 - May 2013
Chasse Consulting: Sales Strategies, Inc. September 2012 - December 2012
ReRoute Music Group May 2012 - August 2012
EnergyOne April 2011 - August 2011
Waddell & Reed May 2009 - August 2009
Skills
Social Media Marketing, Marketing Communications, Advertising, Social Media, Email Marketing, Online Advertising, Marketing Strategy, Marketing, Digital Marketing, Public Relations, Copywriting, Direct Marketing, Event Planning, Event Management, SEO
Education
The University of Texas at Austin 2009 — 2012
Bachelor of Arts (B.A.), Political Science, Business, Communications
Timothy Huynh's Waddell & Reed Experience February 2014 - June 2014
Job Advisory Associate
Industry Real Estate
Experience
Brookfield Residential September 2015 - Present
Market InSite Real Estate Advisors August 2014 - September 2015
Land Advisors Organization August 2014 - January 2015
Rady School of Management March 2014 - August 2014
Waddell & Reed February 2014 - June 2014
Global Equity Finance July 2013 - October 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Public Speaking, English, Social Media, Photoshop, Windows, Team Leadership, Phone Etiquette
Education
University of California, San Diego 2010 — 2014
Bachelor of Science (B.S.), Management Science
University of California, San Diego - The Rady School of Management 2013 — 2014
Minors: Accounting, Business
Brookfield Residential September 2015 - Present
Market InSite Real Estate Advisors August 2014 - September 2015
Land Advisors Organization August 2014 - January 2015
Rady School of Management March 2014 - August 2014
Waddell & Reed February 2014 - June 2014
Global Equity Finance July 2013 - October 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Public Speaking, English, Social Media, Photoshop, Windows, Team Leadership, Phone Etiquette
Education
University of California, San Diego 2010 — 2014
Bachelor of Science (B.S.), Management Science
University of California, San Diego - The Rady School of Management 2013 — 2014
Minors: Accounting, Business
Xavier Y. Kuo Xavier Y. Kuo's Waddell & Reed Experience June 2012 - September 2012
Job Analyst at The Alexander Group
Industry Management Consulting
Experience
The Alexander Group July 2015 - Present
Buck Consultants July 2014 - July 2015
Fisher Investments January 2013 - June 2014
Waddell & Reed June 2012 - September 2012
California State Controller John Chiang's Office May 2011 - September 2011
Skills
Management, Public Speaking, Data Analysis, Microsoft Excel, Market Research, Management Consulting, Business Strategy, Financial Analysis, Business Development, Project Management, Competitive Analysis, Sales Management, Sales Effectiveness, Go-to-market Strategy, Consulting, Finance, Social Media Marketing, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Budgets, Team Leadership, Sales, Research, Analysis, Problem Solving, Social Networking, Economics, Valuation, Leadership, Entrepreneurship, Mentoring, Personal Finance, Business Management, Coaching, Presentations
Education
University of California, Berkeley 2008 — 2012
Bachelor’s Degree, Political Science w/ Emphasis in International Business
Palos Verdes Peninsula High School 2004 — 2008
High School
The Alexander Group July 2015 - Present
Buck Consultants July 2014 - July 2015
Fisher Investments January 2013 - June 2014
Waddell & Reed June 2012 - September 2012
California State Controller John Chiang's Office May 2011 - September 2011
Skills
Management, Public Speaking, Data Analysis, Microsoft Excel, Market Research, Management Consulting, Business Strategy, Financial Analysis, Business Development, Project Management, Competitive Analysis, Sales Management, Sales Effectiveness, Go-to-market Strategy, Consulting, Finance, Social Media Marketing, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Budgets, Team Leadership, Sales, Research, Analysis, Problem Solving, Social Networking, Economics, Valuation, Leadership, Entrepreneurship, Mentoring, Personal Finance, Business Management, Coaching, Presentations
Education
University of California, Berkeley 2008 — 2012
Bachelor’s Degree, Political Science w/ Emphasis in International Business
Palos Verdes Peninsula High School 2004 — 2008
High School
Brian Hungerford Brian Hungerford's Waddell & Reed Experience November 2007 - March 2012
Job Business Development Manager at Inland Mechanical Services
Industry Building Materials
Experience
Inland Mechanical Services September 2014 - Present
J.P. Morgan March 2012 - August 2014
Waddell & Reed November 2007 - March 2012
Skills
Energy Management, Management, Customer Service, Customer Satisfaction, Customer Retention, Financial Analysis, Financial Services, Asset Management, Business Development, Finance, Financial Planning, Microsoft Excel, Marketing, Project Management, Relationship Management, Sales, Sales Management, Team Building, Leadership, Strategic Planning, Microsoft Office
Education
University of California, Riverside 1999 — 2005
Bachelor's of Science, Business Administration and Management, General
Inland Mechanical Services September 2014 - Present
J.P. Morgan March 2012 - August 2014
Waddell & Reed November 2007 - March 2012
Skills
Energy Management, Management, Customer Service, Customer Satisfaction, Customer Retention, Financial Analysis, Financial Services, Asset Management, Business Development, Finance, Financial Planning, Microsoft Excel, Marketing, Project Management, Relationship Management, Sales, Sales Management, Team Building, Leadership, Strategic Planning, Microsoft Office
Education
University of California, Riverside 1999 — 2005
Bachelor's of Science, Business Administration and Management, General
Frank Kunker Frank Kunker's Waddell & Reed Experience July 2006 - February 2007
Job Area Manager, South Texas at Marco Ophthalmic
Industry Financial Services
Experience
Marco Ophthalmic July 2015 - Present
INSURICA April 2012 - July 2015
RS Funds October 2010 - February 2012
RS Funds February 2007 - October 2010
Waddell & Reed July 2006 - February 2007
Waddell & Reed January 2006 - July 2006
Skills
Series 63, Series 7, Mutual Funds, Alternative Investments, Asset Allocation, Retirement Planning, Wealth Management, Investments, Fixed Annuities, Marketing Strategy, Commercial Insurance, Employee Benefits, Property & Casualty..., Health Insurance, General Insurance, Portfolio Management, Sales, Insurance, Risk Management, Financial Services
Education
SUNY Albany 2004 — 2006
Dual Bachelor's Degree, Management & Finance
Worcester Polytechnic Institute 2001 — 2004
Civil Engineering, Management
Marco Ophthalmic July 2015 - Present
INSURICA April 2012 - July 2015
RS Funds October 2010 - February 2012
RS Funds February 2007 - October 2010
Waddell & Reed July 2006 - February 2007
Waddell & Reed January 2006 - July 2006
Skills
Series 63, Series 7, Mutual Funds, Alternative Investments, Asset Allocation, Retirement Planning, Wealth Management, Investments, Fixed Annuities, Marketing Strategy, Commercial Insurance, Employee Benefits, Property & Casualty..., Health Insurance, General Insurance, Portfolio Management, Sales, Insurance, Risk Management, Financial Services
Education
SUNY Albany 2004 — 2006
Dual Bachelor's Degree, Management & Finance
Worcester Polytechnic Institute 2001 — 2004
Civil Engineering, Management
Rose Blair's Waddell & Reed Experience December 2008 - August 2011
Job Business Analyst, Trainer, Operations and Managing Consultant
Industry Management Consulting
Experience
Quantum 9, Inc. March 2014 - Present
Dandelion and Sissco LLC August 2011 - January 2014
Waddell & Reed December 2008 - August 2011
Sleep Number by Select Comfort November 2000 - March 2008
Skills
Training, Business Analysis, Change Management, Team Building, Project Management, Process Improvement, Performance Management, Sales Management, Business Operations, Leadership, Corporate Communications, Planning Budgeting &..., Needs Analysis, Tracking Systems, Conflict Resolution, Marketing Strategy, Strategic Financial..., Wealth Management, Financial Planning, Recruiting, Series 7, Mutual Funds, Estate Planning, Securities, Retirement Planning, Fixed Annuities, Insurance, Retirement, Investments
Education
University of Alabama in Huntsville 1999 — 2004
Bachelor of Arts (B.A.), History and Psychology, 3.6
Quantum 9, Inc. March 2014 - Present
Dandelion and Sissco LLC August 2011 - January 2014
Waddell & Reed December 2008 - August 2011
Sleep Number by Select Comfort November 2000 - March 2008
Skills
Training, Business Analysis, Change Management, Team Building, Project Management, Process Improvement, Performance Management, Sales Management, Business Operations, Leadership, Corporate Communications, Planning Budgeting &..., Needs Analysis, Tracking Systems, Conflict Resolution, Marketing Strategy, Strategic Financial..., Wealth Management, Financial Planning, Recruiting, Series 7, Mutual Funds, Estate Planning, Securities, Retirement Planning, Fixed Annuities, Insurance, Retirement, Investments
Education
University of Alabama in Huntsville 1999 — 2004
Bachelor of Arts (B.A.), History and Psychology, 3.6
Chris Le's Waddell & Reed Experience June 2009 - December 2009
Job Senior Analyst at DTS, Inc.
Industry Consumer Electronics
Experience
DTS, Inc. June 2014 - Present
Deloitte September 2011 - May 2014
Global Hunter Securities July 2010 - October 2010
Pathway Capital Management December 2009 - July 2010
Waddell & Reed June 2009 - December 2009
Skills
Valuation, Financial Modeling, Financial Analysis, Corporate Finance, Bloomberg, Capital IQ, Microsoft Office, Microsoft Excel, Industry Research, Economic Research, Private Equity, Investment Banking, Investments, Equity Research, Securities, Mergers & Acquisitions, Business Valuation
Education
University of California, Irvine
Bachelors, Economics
CFA Institute
DTS, Inc. June 2014 - Present
Deloitte September 2011 - May 2014
Global Hunter Securities July 2010 - October 2010
Pathway Capital Management December 2009 - July 2010
Waddell & Reed June 2009 - December 2009
Skills
Valuation, Financial Modeling, Financial Analysis, Corporate Finance, Bloomberg, Capital IQ, Microsoft Office, Microsoft Excel, Industry Research, Economic Research, Private Equity, Investment Banking, Investments, Equity Research, Securities, Mergers & Acquisitions, Business Valuation
Education
University of California, Irvine
Bachelors, Economics
CFA Institute
Mia Cohen's Waddell & Reed Experience January 2012 - July 2012
Job HR Coordinator at Yelp
Industry Human Resources
Experience
Yelp August 2013 - Present
Lookout April 2013 - July 2013
Tapjoy September 2012 - February 2013
Waddell & Reed January 2012 - July 2012
studio m / michael spengler photography 2009 - 2011
Skills
SuccessWare, PowerPoint, Microsoft Word, Microsoft Office, Microsoft Excel, Facebook, Social Media, Event Planning, Public Speaking, Customer Service, Spanish, ExactTarget, Copy Editing, Public Relations, Market Research, Blogging, Marketing
Education
University of California, Davis 2008 — 2012
Bachelor of Science (BS), Managerial Economics
Universidad Nacional de Cuyo 2011 — 2011
Minor in Spanish, Spanish Language and Literature
Yelp August 2013 - Present
Lookout April 2013 - July 2013
Tapjoy September 2012 - February 2013
Waddell & Reed January 2012 - July 2012
studio m / michael spengler photography 2009 - 2011
Skills
SuccessWare, PowerPoint, Microsoft Word, Microsoft Office, Microsoft Excel, Facebook, Social Media, Event Planning, Public Speaking, Customer Service, Spanish, ExactTarget, Copy Editing, Public Relations, Market Research, Blogging, Marketing
Education
University of California, Davis 2008 — 2012
Bachelor of Science (BS), Managerial Economics
Universidad Nacional de Cuyo 2011 — 2011
Minor in Spanish, Spanish Language and Literature
Yohee (Yuxuan) Yang's Waddell & Reed Experience August 2013 - December 2013
Job Financial Specialist at Association of Bay Area Governments
Industry Banking
Experience
Association of Bay Area Governments July 2015 - October 2015
Industrial and Commercial Bank of China December 2014 - February 2015
UC Berkeley May 2014 - July 2014
Waddell & Reed August 2013 - December 2013
Skills
Statistics, Leadership, Microsoft Office, Economics, Teamwork, Research, Public Speaking, Short Films, Microsoft Excel, Microsoft Word, PowerPoint
Education
University of California, Berkeley 2011 — 2015
Bachelor of Science (BS), Environmental Economics & Policy
Association of Bay Area Governments July 2015 - October 2015
Industrial and Commercial Bank of China December 2014 - February 2015
UC Berkeley May 2014 - July 2014
Waddell & Reed August 2013 - December 2013
Skills
Statistics, Leadership, Microsoft Office, Economics, Teamwork, Research, Public Speaking, Short Films, Microsoft Excel, Microsoft Word, PowerPoint
Education
University of California, Berkeley 2011 — 2015
Bachelor of Science (BS), Environmental Economics & Policy
Socrates Anastasiadis's Waddell & Reed Experience January 1994 - Present
Job Investments
Industry Investment Management
Experience
Waddell & Reed January 1994 - Present
Rolling Ridge Real Estate January 1984 - December 1994
Skills
Financial Advisory, Retirement Planning, Strategic Financial..., Retirement, Fixed Annuities, Wealth Management, Series 7, Asset Allocation, Investments, Mutual Funds, Investment Advisory, Investment Strategies, Series 63, IRAs, Financial Planning
Education
University of California, Los Angeles 1974 — 1978
Bachelor's degree, Psychobiology
Waddell & Reed January 1994 - Present
Rolling Ridge Real Estate January 1984 - December 1994
Skills
Financial Advisory, Retirement Planning, Strategic Financial..., Retirement, Fixed Annuities, Wealth Management, Series 7, Asset Allocation, Investments, Mutual Funds, Investment Advisory, Investment Strategies, Series 63, IRAs, Financial Planning
Education
University of California, Los Angeles 1974 — 1978
Bachelor's degree, Psychobiology
Garry Ng's Waddell & Reed Experience September 2012 - August 2013
Job Analyst at McLagan
Industry Management Consulting
Experience
Bradley, Foster & Sargent, Inc. September 2014 - December 2014
Van Eck Global Market Vectors ETFs June 2014 - August 2014
Merrill Lynch February 2014 - April 2014
UBS September 2013 - December 2013
Waddell & Reed September 2012 - August 2013
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Photoshop, Garageband, Economics, Wealth Management, Statistics, Data Analysis, Social Media, Computers, Customer Service
Education
Trinity College-Hartford 2011 — 2015
Bachelor of Arts (BA), Economics, Chinese Language
Bradley, Foster & Sargent, Inc. September 2014 - December 2014
Van Eck Global Market Vectors ETFs June 2014 - August 2014
Merrill Lynch February 2014 - April 2014
UBS September 2013 - December 2013
Waddell & Reed September 2012 - August 2013
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Photoshop, Garageband, Economics, Wealth Management, Statistics, Data Analysis, Social Media, Computers, Customer Service
Education
Trinity College-Hartford 2011 — 2015
Bachelor of Arts (BA), Economics, Chinese Language
Andrew Luketich's Waddell & Reed Experience September 2001 - December 2003
Job Sales Executive at RGIS, LLC
Industry Retail
Experience
RGIS, LLC December 2003 - Present
Waddell & Reed September 2001 - December 2003
Skills
Sales, Merchandising, Retail, Store Management, Loss Prevention, Customer Service, Inventory Management, Profit, Inventory Control, Sales Management, P&L
Education
University of Arizona 1982 — 1985
RGIS, LLC December 2003 - Present
Waddell & Reed September 2001 - December 2003
Skills
Sales, Merchandising, Retail, Store Management, Loss Prevention, Customer Service, Inventory Management, Profit, Inventory Control, Sales Management, P&L
Education
University of Arizona 1982 — 1985
Hilda Epperson Hansen Hilda Epperson Hansen's Waddell & Reed Experience January 2015 - Present
Job Client Services Specialist
Industry Financial Services
Experience
Waddell & Reed January 2015 - Present
Great-West Retirement Services December 2007 - December 2010
KeyBank December 1998 - May 2001
The Navigators July 1984 - April 1998
Skills
Public Speaking, Contract Negotiation, Vendor Relationships, Participant Education, Communication, Client Service Oriented, Project Management, Long Term Relationship..., Microsoft Office, Series 6, Mutual Funds, Financial Services, Retirement Planning, Client Services, Training, Employee Benefits, Investments, CRM
Education
Truman State University
Waddell & Reed January 2015 - Present
Great-West Retirement Services December 2007 - December 2010
KeyBank December 1998 - May 2001
The Navigators July 1984 - April 1998
Skills
Public Speaking, Contract Negotiation, Vendor Relationships, Participant Education, Communication, Client Service Oriented, Project Management, Long Term Relationship..., Microsoft Office, Series 6, Mutual Funds, Financial Services, Retirement Planning, Client Services, Training, Employee Benefits, Investments, CRM
Education
Truman State University
Annabelle Lee Annabelle Lee's Waddell & Reed Experience August 2015 - Present
Job Waddell & Reed, LLC
Industry Financial Services
Experience
Waddell & Reed August 2015 - Present
Priority Tax Group September 2014 - August 2015
Authority Tax Services September 2013 - September 2014
The Veggie Grill July 2010 - December 2013
San Francisco Elections November 2006 - November 2006
Kaiser Permanente October 2003 - January 2006
Skills
Microsoft Word, PowerPoint, Microsoft Excel, Microsoft Office, Social Media, Customer Service, Teamwork, Salesforce.com, Time Management, Outlook, Word, Excel, Problem Solving, Windows, OS X, Five9, Event Planning, Management, Marketing, Training, Leadership, Mac OS X, Velocify, IRS Logics
Education
University of California, Irvine 2007 — 2011
B.S., Mathematics; Applied and Computational
Sacred Heart Cathedral Prep 2003 — 2007
High School Diploma
Waddell & Reed August 2015 - Present
Priority Tax Group September 2014 - August 2015
Authority Tax Services September 2013 - September 2014
The Veggie Grill July 2010 - December 2013
San Francisco Elections November 2006 - November 2006
Kaiser Permanente October 2003 - January 2006
Skills
Microsoft Word, PowerPoint, Microsoft Excel, Microsoft Office, Social Media, Customer Service, Teamwork, Salesforce.com, Time Management, Outlook, Word, Excel, Problem Solving, Windows, OS X, Five9, Event Planning, Management, Marketing, Training, Leadership, Mac OS X, Velocify, IRS Logics
Education
University of California, Irvine 2007 — 2011
B.S., Mathematics; Applied and Computational
Sacred Heart Cathedral Prep 2003 — 2007
High School Diploma
Katelyn Donaghey's Waddell & Reed Experience January 2014 - April 2014
Job
Industry
Experience
First Tennessee Bank September 2014 - March 2015
Johnny Harte Consulting May 2014 - July 2014
Waddell & Reed January 2014 - April 2014
Boston Heart Diagnostics May 2013 - August 2013
Skills
Leadership
Education
Trinity College Dublin 2015 — 2016
Master's degree, High Performance Computing
Rhodes College 2011 — 2015
Bachelor of Arts (B.A.), Mathematics and economics
First Tennessee Bank September 2014 - March 2015
Johnny Harte Consulting May 2014 - July 2014
Waddell & Reed January 2014 - April 2014
Boston Heart Diagnostics May 2013 - August 2013
Skills
Leadership
Education
Trinity College Dublin 2015 — 2016
Master's degree, High Performance Computing
Rhodes College 2011 — 2015
Bachelor of Arts (B.A.), Mathematics and economics
Jon Hermann's Waddell & Reed Experience June 2015 - Present
Job Brokerage Call Center Associate at Waddell & Reed
Industry Financial Services
Experience
Waddell & Reed June 2015 - Present
Waddell & Reed October 2014 - May 2015
Farmers Insurance November 2010 - November 2013
Helzberg Diamonds August 2009 - November 2010
Missouri Attorney General's Office May 2007 - August 2007
Skills
Property & Casualty..., Legal Assistance, Conflict Resolution, Analytic Problem Solving, Claims Investigations, Customer Support, Insurance, Customer Service, Claim
Education
University of Central Missouri 2005 — 2009
Bachelor of Science (B.S.), Political Science and Government, Graduated Cum Laude (3.5/4.0)
Waddell & Reed June 2015 - Present
Waddell & Reed October 2014 - May 2015
Farmers Insurance November 2010 - November 2013
Helzberg Diamonds August 2009 - November 2010
Missouri Attorney General's Office May 2007 - August 2007
Skills
Property & Casualty..., Legal Assistance, Conflict Resolution, Analytic Problem Solving, Claims Investigations, Customer Support, Insurance, Customer Service, Claim
Education
University of Central Missouri 2005 — 2009
Bachelor of Science (B.S.), Political Science and Government, Graduated Cum Laude (3.5/4.0)
Mollie McIntyre Mollie McIntyre's Waddell & Reed Experience 2010 - 2011
Job Email Marketing Specialist at MINDBODY, Inc.
Industry Computer Software
Experience
MINDBODY, Inc. August 2015 - Present
Freelance Design Consultant September 2013 - Present
Cforia Software July 2011 - July 2015
Waddell & Reed 2010 - 2011
Skills
Process Improvement, Business Process, Marketing, Management, Business Strategy, Enterprise Software, CRM, Salesforce.com, Strategy, Lead Generation, Marketing Strategy, Product Management
Education
University of California, San Diego 2007 — 2011
BS, Management Science
Louisville High School
MINDBODY, Inc. August 2015 - Present
Freelance Design Consultant September 2013 - Present
Cforia Software July 2011 - July 2015
Waddell & Reed 2010 - 2011
Skills
Process Improvement, Business Process, Marketing, Management, Business Strategy, Enterprise Software, CRM, Salesforce.com, Strategy, Lead Generation, Marketing Strategy, Product Management
Education
University of California, San Diego 2007 — 2011
BS, Management Science
Louisville High School
Alyssa Mitchell Alyssa Mitchell's Waddell & Reed Experience 2014 - 2014
Job Registered Associate at Van Holstyn Investment Management Group
Industry Financial Services
Experience
The Van Holstyn Investment Management Group January 2015 - Present
Wells Fargo Advisors January 2015 - Present
Waddell & Reed 2014 - 2014
Alaska Regional Hospital 2006 - 2010
Skills
Investments, Financial Advice, Family Retirement..., Business Retirement..., Financial Risk, Financial Analysis, Financial Services
Education
University of Alaska Anchorage 2005 — 2010
Biology Science
Washington State University 1998 — 2003
Bachelor of Arts (BA), Economics
The Van Holstyn Investment Management Group January 2015 - Present
Wells Fargo Advisors January 2015 - Present
Waddell & Reed 2014 - 2014
Alaska Regional Hospital 2006 - 2010
Skills
Investments, Financial Advice, Family Retirement..., Business Retirement..., Financial Risk, Financial Analysis, Financial Services
Education
University of Alaska Anchorage 2005 — 2010
Biology Science
Washington State University 1998 — 2003
Bachelor of Arts (BA), Economics
Kandice Bell Kandice Bell's Waddell & Reed Experience October 2011 - January 2012
Job Attorney & Business Consultant
Industry Law Practice
Experience
Law Offices of Kandice A. Bell, P.A. June 2014 - Present
Chicago Litigation Consultants June 2011 - January 2014
Waddell & Reed October 2011 - January 2012
Center for Arkansas Legal Services December 2005 - September 2010
Skills
Legal Research, Legal Writing, Legal Advice, Legal Compliance, Creative Problem Solving, Acting, Document Review, Civil Litigation, Trials, Hearings, Family Law, Mediation, Contract Negotiation, Conflict Resolution, Policy, Insurance
Education
University of Arkansas School of Law, Fayetteville 1994 — 1997
Doctor of Law (J.D.), Legal Studies, General
University of Arkansas at Fayetteville 1990 — 1994
Bachelor of Arts (B.A.), Political Science and Government
Law Offices of Kandice A. Bell, P.A. June 2014 - Present
Chicago Litigation Consultants June 2011 - January 2014
Waddell & Reed October 2011 - January 2012
Center for Arkansas Legal Services December 2005 - September 2010
Skills
Legal Research, Legal Writing, Legal Advice, Legal Compliance, Creative Problem Solving, Acting, Document Review, Civil Litigation, Trials, Hearings, Family Law, Mediation, Contract Negotiation, Conflict Resolution, Policy, Insurance
Education
University of Arkansas School of Law, Fayetteville 1994 — 1997
Doctor of Law (J.D.), Legal Studies, General
University of Arkansas at Fayetteville 1990 — 1994
Bachelor of Arts (B.A.), Political Science and Government
Timm Bechter's Waddell & Reed Experience October 2005 - November 2011
Job Founder/CEO Paulownia Holdings, LLC
Industry Financial Services
Experience
Paulownia Holdings, LLC January 2012 - Present
Paulownia Press 2013 - 2013
Waddell & Reed October 2005 - November 2011
Legg Mason June 2002 - October 2005
Legg Mason June 1999 - June 2002
Solite Corporation January 1993 - August 1997
Solite Corporation July 1990 - December 1992
Skills
Manufacturing..., Team Leadership, Process Improvement, Process Engineering, Environmental..., Environmental Compliance, Investment Management, Financial Analysis, Equity Research, Equities, Equity Valuation, Series 7, Financial Modeling, Valuation
Education
University of Virginia - Darden Graduate School of Business Administration 1997 — 1999
MBA, Finance
United States Naval Academy 1981 — 1985
BS, Ocean Engineering
Paulownia Holdings, LLC January 2012 - Present
Paulownia Press 2013 - 2013
Waddell & Reed October 2005 - November 2011
Legg Mason June 2002 - October 2005
Legg Mason June 1999 - June 2002
Solite Corporation January 1993 - August 1997
Solite Corporation July 1990 - December 1992
Skills
Manufacturing..., Team Leadership, Process Improvement, Process Engineering, Environmental..., Environmental Compliance, Investment Management, Financial Analysis, Equity Research, Equities, Equity Valuation, Series 7, Financial Modeling, Valuation
Education
University of Virginia - Darden Graduate School of Business Administration 1997 — 1999
MBA, Finance
United States Naval Academy 1981 — 1985
BS, Ocean Engineering
Brandon Yau Brandon Yau's Waddell & Reed Experience December 2014 - March 2015
Job Global Wealth Management Intern at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley March 2015 - May 2015
Morgan Stanley Financial Training Program January 2015 - March 2015
Waddell & Reed December 2014 - March 2015
Fuman Engineering Asia Ltd July 2013 - August 2013
Chancellor Financial Group June 2012 - July 2012
Ippei-an Japanese Ramen & Bar December 2011 - December 2011
Constru Casa Guatemala February 2011 - February 2011
Me to We July 2010 - July 2010
Skills
Mandarin, Cantonese, English, PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Tennis, Table Tennis, Data Analysis, Teamwork, Engagement, Discipline, Motivation, Facebook, Teaching, Social Networking, Forecasting, Public Speaking, Management, Leadership, Research, Customer Service
Education
UC Davis 2013 — 2015
Bachelor of Science (B.S.), Managerial Economics
University of San Francisco 2011 — 2015
Accounting and Finance
Morgan Stanley March 2015 - May 2015
Morgan Stanley Financial Training Program January 2015 - March 2015
Waddell & Reed December 2014 - March 2015
Fuman Engineering Asia Ltd July 2013 - August 2013
Chancellor Financial Group June 2012 - July 2012
Ippei-an Japanese Ramen & Bar December 2011 - December 2011
Constru Casa Guatemala February 2011 - February 2011
Me to We July 2010 - July 2010
Skills
Mandarin, Cantonese, English, PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Tennis, Table Tennis, Data Analysis, Teamwork, Engagement, Discipline, Motivation, Facebook, Teaching, Social Networking, Forecasting, Public Speaking, Management, Leadership, Research, Customer Service
Education
UC Davis 2013 — 2015
Bachelor of Science (B.S.), Managerial Economics
University of San Francisco 2011 — 2015
Accounting and Finance
David Maslow, CFP® David Maslow, CFP®'s Waddell & Reed Experience January 2002 - November 2010
Job Financial Advisor at Questar Capital Corporation
Industry Financial Services
Experience
Questar Capital December 2010 - Present
Waddell & Reed January 2002 - November 2010
McWaters Inc. January 2000 - December 2001
Bandag December 1989 - December 1999
Corning Incorporated July 1980 - November 1989
US Navy June 1975 - June 1980
Skills
Go to David's website...
Education
West Virginia University 1984 — 1986
Master of Business Administration (M.B.A.)
United States Naval Academy 1971 — 1975
Bachelor of Science (B.S.)
Questar Capital December 2010 - Present
Waddell & Reed January 2002 - November 2010
McWaters Inc. January 2000 - December 2001
Bandag December 1989 - December 1999
Corning Incorporated July 1980 - November 1989
US Navy June 1975 - June 1980
Skills
Go to David's website...
Education
West Virginia University 1984 — 1986
Master of Business Administration (M.B.A.)
United States Naval Academy 1971 — 1975
Bachelor of Science (B.S.)
Yujie Luo Yujie Luo's Waddell & Reed Experience April 2012 - September 2012
Job Accounts Payable Specialist at Chefs Toys
Industry Financial Services
Experience
Chefs Toys August 2013 - August 2015
Jamba Juice April 2011 - December 2012
Waddell & Reed April 2012 - September 2012
Skills
Microsoft Excel, PowerPoint, Marketing Strategy, Social Media, Chinese, Facebook, Recruiting, Customer Service, Cold Calling, Accounts Payable, QuickBooks, Accounting, Financial Reporting, FileMaker, Data Analysis, Data Entry
Education
UC Irvine 2009 — 2013
Bachelor of Science (BS), Business/Managerial Economics
Chefs Toys August 2013 - August 2015
Jamba Juice April 2011 - December 2012
Waddell & Reed April 2012 - September 2012
Skills
Microsoft Excel, PowerPoint, Marketing Strategy, Social Media, Chinese, Facebook, Recruiting, Customer Service, Cold Calling, Accounts Payable, QuickBooks, Accounting, Financial Reporting, FileMaker, Data Analysis, Data Entry
Education
UC Irvine 2009 — 2013
Bachelor of Science (BS), Business/Managerial Economics
Joe Parvin Joe Parvin's Waddell & Reed Experience May 2007 - December 2011
Job Investment Officer at Catalyst Corporate FCU
Industry Financial Services
Experience
Catalyst Corporate FCU October 2013 - Present
CNBS, LLC January 2012 - July 2013
Waddell & Reed May 2007 - December 2011
Skills
Bonds, Bloomberg, Fixed Income, Portfolio Management, Investments, Project Management, Financial Analysis, Business Strategy, Business Analysis, Microsoft Excel, Microsoft Office, PowerPoint, Access, Credit Unions, Series 7, Economic Data Analysis, Risk Management, Accounting, Banking, Equities, Financial Services, Finance, Analysis, Analytics
Education
University of Missouri-Kansas City 2007 — 2011
Master of Business Administration (MBA), Finance, General
Truman State University 2000 — 2004
Bachelor's degree, History
Catalyst Corporate FCU October 2013 - Present
CNBS, LLC January 2012 - July 2013
Waddell & Reed May 2007 - December 2011
Skills
Bonds, Bloomberg, Fixed Income, Portfolio Management, Investments, Project Management, Financial Analysis, Business Strategy, Business Analysis, Microsoft Excel, Microsoft Office, PowerPoint, Access, Credit Unions, Series 7, Economic Data Analysis, Risk Management, Accounting, Banking, Equities, Financial Services, Finance, Analysis, Analytics
Education
University of Missouri-Kansas City 2007 — 2011
Master of Business Administration (MBA), Finance, General
Truman State University 2000 — 2004
Bachelor's degree, History
Jennifer Woolway's Waddell & Reed Experience June 2013 - August 2013
Job Account Coordinator at Zenefits
Industry Internet
Experience
Zenefits June 2015 - Present
Gigya February 2015 - May 2015
Gigya August 2014 - February 2015
HR to Go, Inc. January 2014 - June 2014
Waddell & Reed June 2013 - August 2013
UC Davis Women's Volleyball 2011 - 2013
Skills
Teamwork, Management, Business Development, Communication, Sales, Time Management, Salesforce.com, Team Leadership, Microsoft Office, Self-starter, Public Speaking, Team-oriented, PowerPoint, Microsoft Excel, Data Analysis, Relationship Management, Marketing Communications
Education
UC Davis
Bachelor of Science (BS), Community and Regional Development
Zenefits June 2015 - Present
Gigya February 2015 - May 2015
Gigya August 2014 - February 2015
HR to Go, Inc. January 2014 - June 2014
Waddell & Reed June 2013 - August 2013
UC Davis Women's Volleyball 2011 - 2013
Skills
Teamwork, Management, Business Development, Communication, Sales, Time Management, Salesforce.com, Team Leadership, Microsoft Office, Self-starter, Public Speaking, Team-oriented, PowerPoint, Microsoft Excel, Data Analysis, Relationship Management, Marketing Communications
Education
UC Davis
Bachelor of Science (BS), Community and Regional Development
Joshua Lempert Joshua Lempert's Waddell & Reed Experience July 2013 - January 2014
Job On the lookout for a new job
Industry Financial Services
Experience
Waddell & Reed July 2013 - January 2014
Real Time Resolutions, Inc. June 2012 - June 2013
Cinemark June 2008 - August 2009
Skills
Microsoft Office, Microsoft Excel, Photoshop, Social Media, Marketing Strategy, Business Development, Data Analysis, Microsoft Word, Financial Analysis, Customer Service, Social Networking, Mortgage Lending, Strategic Planning, Financial Modeling, Cold Calling, Mortgage Servicing, Loss Mitigation, Loan Modifications, Access, Loan Servicing, Budgets, Account Management, Teamwork, Finance, Credit Analysis, Portfolio Management, Insurance, Credit Scoring, Forecasting, Asset Management, Closed-end Funds, Portfolio Performance..., Investments, Equities, Residential Mortgages, Financial Goals, Uniform Combined State..., Variable Annuities, Banking, Separately Managed..., Life, Options Strategies, Qualified Retirement..., 401k Rollovers, Financial Risk, Series 65, Valuation
Education
The University of Texas at Austin 2006 — 2012
Bachelor of Arts (BA), Economics
Waddell & Reed July 2013 - January 2014
Real Time Resolutions, Inc. June 2012 - June 2013
Cinemark June 2008 - August 2009
Skills
Microsoft Office, Microsoft Excel, Photoshop, Social Media, Marketing Strategy, Business Development, Data Analysis, Microsoft Word, Financial Analysis, Customer Service, Social Networking, Mortgage Lending, Strategic Planning, Financial Modeling, Cold Calling, Mortgage Servicing, Loss Mitigation, Loan Modifications, Access, Loan Servicing, Budgets, Account Management, Teamwork, Finance, Credit Analysis, Portfolio Management, Insurance, Credit Scoring, Forecasting, Asset Management, Closed-end Funds, Portfolio Performance..., Investments, Equities, Residential Mortgages, Financial Goals, Uniform Combined State..., Variable Annuities, Banking, Separately Managed..., Life, Options Strategies, Qualified Retirement..., 401k Rollovers, Financial Risk, Series 65, Valuation
Education
The University of Texas at Austin 2006 — 2012
Bachelor of Arts (BA), Economics
John Thordarson, CAPM® John Thordarson, CAPM®'s Waddell & Reed Experience May 2012 - August 2013
Job Senior Project Associate at SAP
Industry Information Technology and Services
Experience
SAP August 2015 - Present
SAP July 2014 - August 2015
86Pillars October 2013 - June 2014
Tom James Company September 2013 - December 2013
Waddell & Reed May 2012 - August 2013
Equity West Capital Partners December 2010 - June 2011
K2 General Contractors January 2006 - November 2010
Skills
Customer Service, Microsoft Excel, Social Media Marketing, Sales, PowerPoint, Social Media, Marketing, Team Leadership, Social Networking, Business Analysis, Microsoft Office, Microsoft Word, Event Planning, Teamwork, Inbound Marketing, IT Project..., IT Project & Program..., SAP
Education
University of Alabama 2011 — 2013
Bachelor of Science (BS), Business Administration and Management, General
University of California, Riverside 2009 — 2011
Bachelor of Business Administration (BBA), Business Administration and Management, General
SAP August 2015 - Present
SAP July 2014 - August 2015
86Pillars October 2013 - June 2014
Tom James Company September 2013 - December 2013
Waddell & Reed May 2012 - August 2013
Equity West Capital Partners December 2010 - June 2011
K2 General Contractors January 2006 - November 2010
Skills
Customer Service, Microsoft Excel, Social Media Marketing, Sales, PowerPoint, Social Media, Marketing, Team Leadership, Social Networking, Business Analysis, Microsoft Office, Microsoft Word, Event Planning, Teamwork, Inbound Marketing, IT Project..., IT Project & Program..., SAP
Education
University of Alabama 2011 — 2013
Bachelor of Science (BS), Business Administration and Management, General
University of California, Riverside 2009 — 2011
Bachelor of Business Administration (BBA), Business Administration and Management, General
Tim Dukes Tim Dukes's Waddell & Reed Experience December 2002 - December 2009
Job Owner, Financial Advisor
Industry Financial Services
Experience
Dukes Financial Group January 2010 - Present
Waddell & Reed December 2002 - December 2009
Electronic Data Systems April 1986 - July 2001
Skills
Investments, Finance, Retirement Planning, Wealth Management, Mutual Funds, Financial Analysis, Strategic Planning, Insurance, Customer Service, Leadership, Risk Management
Education
Union University 1981 — 1985
BS, Computer Science
Dukes Financial Group January 2010 - Present
Waddell & Reed December 2002 - December 2009
Electronic Data Systems April 1986 - July 2001
Skills
Investments, Finance, Retirement Planning, Wealth Management, Mutual Funds, Financial Analysis, Strategic Planning, Insurance, Customer Service, Leadership, Risk Management
Education
Union University 1981 — 1985
BS, Computer Science
Garth Lurvey Garth Lurvey's Waddell & Reed Experience August 2003 - March 2005
Job Financial Advisor Delivering Personalized Financial Planning and Advice
Industry Financial Services
Experience
SunTrust Investment Services, Inc. February 2006 - Present
UBS March 2005 - February 2006
Waddell & Reed August 2003 - March 2005
BNY Mellon June 2002 - August 2003
Education
University of Central Florida 1998 — 2002
Bachelor of Science (BS), Finance, General
Valencia Community College 1997 — 1998
SunTrust Investment Services, Inc. February 2006 - Present
UBS March 2005 - February 2006
Waddell & Reed August 2003 - March 2005
BNY Mellon June 2002 - August 2003
Education
University of Central Florida 1998 — 2002
Bachelor of Science (BS), Finance, General
Valencia Community College 1997 — 1998
George Albero George Albero's Waddell & Reed Experience July 2011 - June 2012
Job Operations Analyst at SprezzaBox
Industry Financial Services
Experience
SprezzaBox April 2015 - Present
Caked Up October 2013 - January 2015
Town Sports International August 2012 - December 2012
Waddell & Reed July 2011 - June 2012
Albany Business Leaders Emerging Investment Group January 2010 - December 2011
Skills
Financial Analysis, Research, Strategic Planning, Leadership, Customer Service, Financial Planning, Data Analysis, Financial Reporting, Bloomberg, Portfolio Management, Management
Education
State University of New York at Albany 2007 — 2011
Bachelor of Arts (BA), Economics
SprezzaBox April 2015 - Present
Caked Up October 2013 - January 2015
Town Sports International August 2012 - December 2012
Waddell & Reed July 2011 - June 2012
Albany Business Leaders Emerging Investment Group January 2010 - December 2011
Skills
Financial Analysis, Research, Strategic Planning, Leadership, Customer Service, Financial Planning, Data Analysis, Financial Reporting, Bloomberg, Portfolio Management, Management
Education
State University of New York at Albany 2007 — 2011
Bachelor of Arts (BA), Economics
nathan nixon's Waddell & Reed Experience August 2014 - February 2015
Job Territory Manager at Schraad & Associates
Industry Retail
Experience
Schraad & Associates August 2007 - Present
Waddell & Reed August 2014 - February 2015
The Westin La Cantera Hill Country Resort August 2006 - August 2007
Skills
Microsoft Word, Microsoft Excel, Outlook, Financial Accounting, Financial Analysis, Sales Operations, Customer Service, PowerPoint, Golf, Financial Reporting, GAAP, Security Analysis, Financial Modeling, Financial Forecasting, Critical Thinking
Education
The University of Texas at San Antonio 2007 — 2013
Bachelor's Degree, Finance, Graduated
University of Texas of the Permian Basin 2004 — 2007
Bachelor's Degree, Business Administration and Management, General, Softmore
Unversity of Texas at El Paso 2003 — 2004
Schraad & Associates August 2007 - Present
Waddell & Reed August 2014 - February 2015
The Westin La Cantera Hill Country Resort August 2006 - August 2007
Skills
Microsoft Word, Microsoft Excel, Outlook, Financial Accounting, Financial Analysis, Sales Operations, Customer Service, PowerPoint, Golf, Financial Reporting, GAAP, Security Analysis, Financial Modeling, Financial Forecasting, Critical Thinking
Education
The University of Texas at San Antonio 2007 — 2013
Bachelor's Degree, Finance, Graduated
University of Texas of the Permian Basin 2004 — 2007
Bachelor's Degree, Business Administration and Management, General, Softmore
Unversity of Texas at El Paso 2003 — 2004
Dana Stout Dana Stout's Waddell & Reed Experience June 2011 - Present
Job Marketing and Communications Professional
Industry Financial Services
Experience
Waddell & Reed June 2011 - Present
North Kansas City Hospital February 2011 - June 2011
RBC Insurance May 2003 - April 2011
Business Men's Assurance Company of America-BMA February 1989 - 2003
Skills
Internal & External..., Corporate Communications, Newsletters, Marketing, Marketing Communications, Press Releases, Marketing Strategy, Strategic Communications, Management, Advertising, Copywriting, Social Media, Public Relations, Cross-functional Team..., Event Planning, Media Relations
Education
University of Central Missouri 1984 — 1988
Bachelor of Science, Journalism and Graphic Arts Technology
Park Hill High School
Waddell & Reed June 2011 - Present
North Kansas City Hospital February 2011 - June 2011
RBC Insurance May 2003 - April 2011
Business Men's Assurance Company of America-BMA February 1989 - 2003
Skills
Internal & External..., Corporate Communications, Newsletters, Marketing, Marketing Communications, Press Releases, Marketing Strategy, Strategic Communications, Management, Advertising, Copywriting, Social Media, Public Relations, Cross-functional Team..., Event Planning, Media Relations
Education
University of Central Missouri 1984 — 1988
Bachelor of Science, Journalism and Graphic Arts Technology
Park Hill High School
Matthew Melendez Matthew Melendez's Waddell & Reed Experience June 2009 - September 2011
Job Partner at Michael R Melendez & Co
Industry Financial Services
Experience
Michael R Melendez & Co February 2012 - Present
Capital Synergy Partners January 2012 - Present
Davinci Financial and Insurance Associates September 2011 - Present
Waddell & Reed June 2009 - September 2011
Skills
Mutual Funds, Retirement Planning, Investments, Series 7, Series 63, Wealth Management, Retirement, Insurance, Fixed Annuities, Strategic Financial..., Asset Management, Sales Management, Strategic Planning, Portfolio Management, Securities, Asset Allocation, Financial Services, Tax Law, Income Tax, Tax Preparation, Estate Tax Planning, Investment Advisory, IRAs, Financial Planning
Education
University of California, Riverside 2003 — 2008
Damien High School 1999 — 2003
Michael R Melendez & Co February 2012 - Present
Capital Synergy Partners January 2012 - Present
Davinci Financial and Insurance Associates September 2011 - Present
Waddell & Reed June 2009 - September 2011
Skills
Mutual Funds, Retirement Planning, Investments, Series 7, Series 63, Wealth Management, Retirement, Insurance, Fixed Annuities, Strategic Financial..., Asset Management, Sales Management, Strategic Planning, Portfolio Management, Securities, Asset Allocation, Financial Services, Tax Law, Income Tax, Tax Preparation, Estate Tax Planning, Investment Advisory, IRAs, Financial Planning
Education
University of California, Riverside 2003 — 2008
Damien High School 1999 — 2003
Chelsea Jordan Chelsea Jordan's Waddell & Reed Experience June 2007 - August 2007
Job Accountant at Paragon Motors
Industry Accounting
Experience
Paragon Motors June 2011 - Present
Teal, Becker & Chiaramonte, CPAs, P.C. July 2009 - May 2011
State of New York Insurance Department March 2008 - May 2009
Waddell & Reed June 2007 - August 2007
Education
University at Albany, SUNY 2006 — 2009
BS, Accounting
Paragon Motors June 2011 - Present
Teal, Becker & Chiaramonte, CPAs, P.C. July 2009 - May 2011
State of New York Insurance Department March 2008 - May 2009
Waddell & Reed June 2007 - August 2007
Education
University at Albany, SUNY 2006 — 2009
BS, Accounting
Matthew Morton's Waddell & Reed Experience January 2008 - May 2008
Job Marketing Manager at Elsevier
Industry Publishing
Experience
Elsevier August 2014 - Present
McGraw-Hill Higher Education December 2011 - August 2014
Matt Morton LLC June 2011 - July 2014
OneMedPlace August 2011 - December 2011
Wieden + Kennedy January 2010 - May 2011
MediaCom October 2008 - January 2010
Waddell & Reed January 2008 - May 2008
Marketing & Events, Inc. September 2007 - December 2007
Smyth Media Group May 2007 - September 2007
Skills
Nielsen, M.R.I., Simmons, MS Office Suite, Adobe Creative Suite, DDS, Mac OS X, Windows, Salesforce.com, OS X, Microsoft Office, Copywriting, Marketing Copy, Email Marketing, Marketing Strategy, Market Research, Editing, Newsletters, Management, Marketing, Social Media, Team Leadership, Publishing, Advertising, Press Releases, Social Media Marketing, Digital Marketing, Digital Media
Education
University of Rhode Island - College of Business Administration 2004 — 2008
Bachelor of Science in Business Administration in Marketing, Marketing & Spanish
Universidad de Granada 2007 — 2007
Centro de Lenguas Modernas, Study Abroad Spanish
IHS
Elsevier August 2014 - Present
McGraw-Hill Higher Education December 2011 - August 2014
Matt Morton LLC June 2011 - July 2014
OneMedPlace August 2011 - December 2011
Wieden + Kennedy January 2010 - May 2011
MediaCom October 2008 - January 2010
Waddell & Reed January 2008 - May 2008
Marketing & Events, Inc. September 2007 - December 2007
Smyth Media Group May 2007 - September 2007
Skills
Nielsen, M.R.I., Simmons, MS Office Suite, Adobe Creative Suite, DDS, Mac OS X, Windows, Salesforce.com, OS X, Microsoft Office, Copywriting, Marketing Copy, Email Marketing, Marketing Strategy, Market Research, Editing, Newsletters, Management, Marketing, Social Media, Team Leadership, Publishing, Advertising, Press Releases, Social Media Marketing, Digital Marketing, Digital Media
Education
University of Rhode Island - College of Business Administration 2004 — 2008
Bachelor of Science in Business Administration in Marketing, Marketing & Spanish
Universidad de Granada 2007 — 2007
Centro de Lenguas Modernas, Study Abroad Spanish
IHS
Steve Haulk's Waddell & Reed Experience February 2013 - December 2013
Job Compliance Analyst within the Centralized Consulting Group at LPL Financial
Industry Financial Services
Experience
LPL Financial May 2015 - Present
Tradeking LLC December 2013 - May 2015
Waddell & Reed February 2013 - December 2013
SKH Consulting January 2012 - March 2013
Atkins North America, Inc. October 2010 - January 2012
DRMP, Inc. July 2009 - October 2010
HNTB, Inc. October 2008 - June 2009
ESciences, Inc. December 2007 - August 2008
MSCW, Inc. August 2002 - December 2007
WilsonMiller, Inc. 1998 - 2002
Skills
Project Management, Staff Management, Financial Analysis, Budget Process, Proposal Writing, Communication Skills, Microsof Office..., Superior Work Ethic, Highly Developed..., Applied Research, Managing Deadlines, Goal Oriented, Federal Coordination..., Highly Detail Oriented, Exceptional Organization, Business Relationship..., Financial Contract..., Environmental Impact..., Environmental Awareness, Environmental Consulting, Microsoft Office, Stormwater Management, Civil Engineering, Ecology, GIS
Education
University of Central Florida 1994 — 1996
Bachelor of Science (B.S.), Biology, General
LPL Financial May 2015 - Present
Tradeking LLC December 2013 - May 2015
Waddell & Reed February 2013 - December 2013
SKH Consulting January 2012 - March 2013
Atkins North America, Inc. October 2010 - January 2012
DRMP, Inc. July 2009 - October 2010
HNTB, Inc. October 2008 - June 2009
ESciences, Inc. December 2007 - August 2008
MSCW, Inc. August 2002 - December 2007
WilsonMiller, Inc. 1998 - 2002
Skills
Project Management, Staff Management, Financial Analysis, Budget Process, Proposal Writing, Communication Skills, Microsof Office..., Superior Work Ethic, Highly Developed..., Applied Research, Managing Deadlines, Goal Oriented, Federal Coordination..., Highly Detail Oriented, Exceptional Organization, Business Relationship..., Financial Contract..., Environmental Impact..., Environmental Awareness, Environmental Consulting, Microsoft Office, Stormwater Management, Civil Engineering, Ecology, GIS
Education
University of Central Florida 1994 — 1996
Bachelor of Science (B.S.), Biology, General
Fionah Cordova Lopez Fionah Cordova Lopez's Waddell & Reed Experience September 2012 - March 2013
Job Banking & Brokerage Investment Advisory
Industry Financial Services
Experience
Merrill Lynch April 2015 - Present
Morgan Stanley March 2014 - February 2015
Jack Harriman & Associates April 2011 - June 2013
Waddell & Reed September 2012 - March 2013
Amigos Realty August 2006 - March 2011
Las Vegas Referral Realty April 2006 - April 2009
Century 21 Colonial Realty June 2005 - August 2006
Education
University of California, San Diego 1994 — 1998
BA
Merrill Lynch April 2015 - Present
Morgan Stanley March 2014 - February 2015
Jack Harriman & Associates April 2011 - June 2013
Waddell & Reed September 2012 - March 2013
Amigos Realty August 2006 - March 2011
Las Vegas Referral Realty April 2006 - April 2009
Century 21 Colonial Realty June 2005 - August 2006
Education
University of California, San Diego 1994 — 1998
BA
Ben Goldhammer's Waddell & Reed Experience June 2008 - April 2010
Job Private Client Advisor at J.P. Morgan Chase Bank, N.A.
Industry Financial Services
Experience
J.P. Morgan Chase Bank, N.A. April 2010 - July 2014
Waddell & Reed June 2008 - April 2010
Ameriprise Financial April 2002 - June 2008
Education
University of California, San Diego 1990 — 1994
B.S.
Lick Wilmerding High School
J.P. Morgan Chase Bank, N.A. April 2010 - July 2014
Waddell & Reed June 2008 - April 2010
Ameriprise Financial April 2002 - June 2008
Education
University of California, San Diego 1990 — 1994
B.S.
Lick Wilmerding High School
Irene Schilling's Waddell & Reed Experience June 2014 - Present
Job Advisor Assistant
Industry Financial Services
Experience
Waddell & Reed June 2014 - Present
Cassidy Turley January 2012 - November 2012
U.S. Trust, Bank of America May 2009 - September 2011
Highwoods Properties March 2000 - March 2009
La Petite Academy February 1998 - March 2000
Ernst & Young February 1985 - December 1997
Skills
Human Resources, Management, Administrative..., Office Management, Time Management, Auditing, Outlook, Real Estate, Office Administration, Event Planning, Microsoft Excel, Strategic Communications, Payroll, Data Entry, Invoicing, Process Scheduler, Benefits Administration, Accounts Payable, PeopleSoft, Accounting, Budgets, Expense Management, Recruiting, Sales, Travel Arrangements, Customer Service, Leadership, Employee Relations, Microsoft Office, Process Improvement, Administrative...
Education
University of Central Missouri 1969 — 1971
Waddell & Reed June 2014 - Present
Cassidy Turley January 2012 - November 2012
U.S. Trust, Bank of America May 2009 - September 2011
Highwoods Properties March 2000 - March 2009
La Petite Academy February 1998 - March 2000
Ernst & Young February 1985 - December 1997
Skills
Human Resources, Management, Administrative..., Office Management, Time Management, Auditing, Outlook, Real Estate, Office Administration, Event Planning, Microsoft Excel, Strategic Communications, Payroll, Data Entry, Invoicing, Process Scheduler, Benefits Administration, Accounts Payable, PeopleSoft, Accounting, Budgets, Expense Management, Recruiting, Sales, Travel Arrangements, Customer Service, Leadership, Employee Relations, Microsoft Office, Process Improvement, Administrative...
Education
University of Central Missouri 1969 — 1971
Barb Blauw's Waddell & Reed Experience August 2015 - Present
Job AVP, Client Services at Waddell & Reed
Industry Financial Services
Experience
Waddell & Reed August 2015 - Present
Bukaty Companies Financial Services September 2013 - July 2015
The Mutual Fund Store December 2011 - July 2013
The Mutual Fund Store October 2009 - December 2011
The Mutual Fund Store October 2005 - October 2009
American Century Investments February 1987 - October 2005
University of Central Missouri September 1984 - April 1985
Skills
Mutual Funds, Training, Financial Services, Leadership, Operations Management, Investment Management, Business Development, Building Relationships, FINRA, Financial Advisory, Process Improvement, Business Process..., Uniform Combined State..., Retirement Planning, Business Analysis, Management, Manage Client..., Fixed Income, Relationship Management, ETFs, Executive Management, CRM, Finance, Wealth Management, Event Planning
Education
University of Central Missouri 1981 — 1986
B.S, Speech Communications, Minor in Marketing
Waddell & Reed August 2015 - Present
Bukaty Companies Financial Services September 2013 - July 2015
The Mutual Fund Store December 2011 - July 2013
The Mutual Fund Store October 2009 - December 2011
The Mutual Fund Store October 2005 - October 2009
American Century Investments February 1987 - October 2005
University of Central Missouri September 1984 - April 1985
Skills
Mutual Funds, Training, Financial Services, Leadership, Operations Management, Investment Management, Business Development, Building Relationships, FINRA, Financial Advisory, Process Improvement, Business Process..., Uniform Combined State..., Retirement Planning, Business Analysis, Management, Manage Client..., Fixed Income, Relationship Management, ETFs, Executive Management, CRM, Finance, Wealth Management, Event Planning
Education
University of Central Missouri 1981 — 1986
B.S, Speech Communications, Minor in Marketing
Tristan Kass's Waddell & Reed Experience August 2006 - April 2007
Job Financial Advisor at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Smith Barney June 2007 - Present
Waddell & Reed August 2006 - April 2007
Petersen & Assoc January 2005 - November 2006
Education
University of California, Santa Barbara
Morgan Stanley Smith Barney June 2007 - Present
Waddell & Reed August 2006 - April 2007
Petersen & Assoc January 2005 - November 2006
Education
University of California, Santa Barbara
Tamara Boykin-Wilcox's Waddell & Reed Experience February 2011 - Present
Job Client Relationship Associate at Waddell & Reed
Industry Financial Services
Experience
Waddell & Reed February 2011 - Present
Waddell & Reed August 2007 - January 2011
California Casualty January 2006 - August 2007
Skills
Marketing, Insurance, New Business Development, Account Management, Cold Calling, Recruiting, Sales, Customer Service, Leadership, Strategic Planning, Sales Management, Financial Services, Finance, CRM, Management, Investments, Microsoft Office, Financial Analysis, Microsoft Excel, Mutual Funds, Portfolio Management, Team Building, Client Services
Education
University of Missouri-Kansas City 2012 — 2015
Master of Science (MS), Finance, General
The University of Texas at Dallas 1991 — 1996
Bachelor's degree, Literary Studies & Sociology
Waddell & Reed February 2011 - Present
Waddell & Reed August 2007 - January 2011
California Casualty January 2006 - August 2007
Skills
Marketing, Insurance, New Business Development, Account Management, Cold Calling, Recruiting, Sales, Customer Service, Leadership, Strategic Planning, Sales Management, Financial Services, Finance, CRM, Management, Investments, Microsoft Office, Financial Analysis, Microsoft Excel, Mutual Funds, Portfolio Management, Team Building, Client Services
Education
University of Missouri-Kansas City 2012 — 2015
Master of Science (MS), Finance, General
The University of Texas at Dallas 1991 — 1996
Bachelor's degree, Literary Studies & Sociology
Heather Riebenack-Hebb's Waddell & Reed Experience 1999 - 2007
Job Consultant, Commission Training & Communication Tools Development at Verizon Enterprise Solutions
Industry Investment Banking
Experience
Verizon Enterprise Solutions October 2013 - Present
BNY Mellon January 2013 - September 2013
Palm Appraisals 2005 - 2012
Waddell & Reed 1999 - 2007
Skills
Financial Analysis, Quantitative Analytics, Appraisals, Project Planning, Strategic Planning, Business Strategy, Business Process..., Team Building, Sales, Customer Service, Team Leadership, Budgets, Strategic Financial..., Leadership, Investments, Accounting, Analysis, Management, Investment Properties, Finance, Entrepreneurship, Recruiting, Strategy, Real Estate, Banking, Marketing, Employee Training, Risk Management, Due Diligence, Microsoft Excel, Mergers & Acquisitions, Business Planning
Education
University of Central Florida - College of Business Administration 1995 — 1997
Bachelor of Science in Business Administration, Finance
Valencia Community College
Associate of Arts (A.A.)
Verizon Enterprise Solutions October 2013 - Present
BNY Mellon January 2013 - September 2013
Palm Appraisals 2005 - 2012
Waddell & Reed 1999 - 2007
Skills
Financial Analysis, Quantitative Analytics, Appraisals, Project Planning, Strategic Planning, Business Strategy, Business Process..., Team Building, Sales, Customer Service, Team Leadership, Budgets, Strategic Financial..., Leadership, Investments, Accounting, Analysis, Management, Investment Properties, Finance, Entrepreneurship, Recruiting, Strategy, Real Estate, Banking, Marketing, Employee Training, Risk Management, Due Diligence, Microsoft Excel, Mergers & Acquisitions, Business Planning
Education
University of Central Florida - College of Business Administration 1995 — 1997
Bachelor of Science in Business Administration, Finance
Valencia Community College
Associate of Arts (A.A.)
Tim Dukes's Waddell & Reed Experience December 2002 - December 2009
Job Owner, Financial Advisor at Dukes Financial Group
Industry Financial Services
Experience
Dukes Financial Group January 2010 - Present
Waddell & Reed December 2002 - December 2009
Education
Union University 1981 — 1985
Dukes Financial Group January 2010 - Present
Waddell & Reed December 2002 - December 2009
Education
Union University 1981 — 1985
Dimitrios Marinakis's Waddell & Reed Experience May 2013 - Present
Job Strategic Sourcing Manager at Waddell & Reed
Industry Financial Services
Experience
Waddell & Reed May 2013 - Present
CenturyLink 2009 - May 2013
Embarq Logistics 2005 - 2009
Sprint 1997 - 2002
Sprint Nextel Corporation 1997 - 2002
Bethlehem Steel Corp. 1985 - 1996
Skills
Strategic Sourcing, Purchasing, Supply Management, Procurement, Vendor Management, Contract Negotiation, Global Sourcing, Supplier Negotiation, Management, Negotiation, Forecasting, Supply Chain, RFP, Sourcing, Team Building, Cross-functional Team..., E-procurement, Project Management, Contract Management
Education
University of Baltimore 1992 — 1996
MBA, Corporate Finance
University of Baltimore 1989 — 1991
Bachelor of Science (BS), Accounting and Business/Management
Waddell & Reed May 2013 - Present
CenturyLink 2009 - May 2013
Embarq Logistics 2005 - 2009
Sprint 1997 - 2002
Sprint Nextel Corporation 1997 - 2002
Bethlehem Steel Corp. 1985 - 1996
Skills
Strategic Sourcing, Purchasing, Supply Management, Procurement, Vendor Management, Contract Negotiation, Global Sourcing, Supplier Negotiation, Management, Negotiation, Forecasting, Supply Chain, RFP, Sourcing, Team Building, Cross-functional Team..., E-procurement, Project Management, Contract Management
Education
University of Baltimore 1992 — 1996
MBA, Corporate Finance
University of Baltimore 1989 — 1991
Bachelor of Science (BS), Accounting and Business/Management
Gus Liu's Waddell & Reed Experience June 2012 - November 2012
Job Financial Representative at Modern Woodmen of America
Industry Financial Services
Experience
Modern Woodmen of America May 2014 - Present
Investment House LLC November 2013 - April 2014
C-J Advisory July 2013 - September 2013
Wellspring Financial Group January 2013 - June 2013
Waddell & Reed June 2012 - November 2012
TAA Retraining at UCSC Extension February 2011 - November 2012
Intel April 1994 - November 2010
R.A.F.T. (resource area for teaching) September 2009 - September 2010
LSI Logic April 1984 - April 1994
LSI Logic 1984 - 1994
Skills
Financial Planning, Life Insurance, LTC Insurance, Estate Planning, Retirement Planning, Strategic Financial..., Financial Services, Long Term Care Insurance, Retirement, Fixed Annuities, 401k, Financial Advisory
Education
UCSC Extention, Santa Clara 2011 — 2012
PFP Certificate, Personal Financial Planning, 3.8 gpa
University of California, Berkeley 1978 — 1980
Bachelor of Science (BS), Chemical Engineering
Modern Woodmen of America May 2014 - Present
Investment House LLC November 2013 - April 2014
C-J Advisory July 2013 - September 2013
Wellspring Financial Group January 2013 - June 2013
Waddell & Reed June 2012 - November 2012
TAA Retraining at UCSC Extension February 2011 - November 2012
Intel April 1994 - November 2010
R.A.F.T. (resource area for teaching) September 2009 - September 2010
LSI Logic April 1984 - April 1994
LSI Logic 1984 - 1994
Skills
Financial Planning, Life Insurance, LTC Insurance, Estate Planning, Retirement Planning, Strategic Financial..., Financial Services, Long Term Care Insurance, Retirement, Fixed Annuities, 401k, Financial Advisory
Education
UCSC Extention, Santa Clara 2011 — 2012
PFP Certificate, Personal Financial Planning, 3.8 gpa
University of California, Berkeley 1978 — 1980
Bachelor of Science (BS), Chemical Engineering
Riordan Robinson's Waddell & Reed Experience June 2006 - September 2006
Job Account Verification Manager at DIRECTV
Industry Financial Services
Experience
DIRECTV May 2014 - Present
Computershare February 2009 - May 2014
The Best Service Company October 2005 - February 2009
Waddell & Reed June 2006 - September 2006
Breakthrough Collaborative June 2005 - September 2005
Skills
Management, Contract Negotiation, Operations Management, Operational Excellence, Corporate Communications, Writing, Proofreading, P&L Management, Vendor Relationships, Data Analysis, Risk Management, Communication, Staff Development, Reporting & Analysis, Project Management, Client Relations Skills, ISO 9001:2008, Quality Management, Quality Systems Design, Leadership Development, Credit Analysis, Third Party Collections, Consumer Debt, Team Effectiveness, Negotiation, Customer Service, Microsoft Office, Software Documentation, Budgets, Team Leadership
Education
University of California, Los Angeles 2003 — 2008
Bachelor of Arts (B.A.)
DIRECTV May 2014 - Present
Computershare February 2009 - May 2014
The Best Service Company October 2005 - February 2009
Waddell & Reed June 2006 - September 2006
Breakthrough Collaborative June 2005 - September 2005
Skills
Management, Contract Negotiation, Operations Management, Operational Excellence, Corporate Communications, Writing, Proofreading, P&L Management, Vendor Relationships, Data Analysis, Risk Management, Communication, Staff Development, Reporting & Analysis, Project Management, Client Relations Skills, ISO 9001:2008, Quality Management, Quality Systems Design, Leadership Development, Credit Analysis, Third Party Collections, Consumer Debt, Team Effectiveness, Negotiation, Customer Service, Microsoft Office, Software Documentation, Budgets, Team Leadership
Education
University of California, Los Angeles 2003 — 2008
Bachelor of Arts (B.A.)
Colleen Haag's Waddell & Reed Experience January 2004 - Present
Job Senior Training Specialist at Waddell & Reed
Industry Financial Services
Experience
Waddell & Reed January 2004 - Present
Waddell & Reed February 1983 - Present
Education
University of Central Missouri 1978 — 1982
B.S., Psychology
Waddell & Reed January 2004 - Present
Waddell & Reed February 1983 - Present
Education
University of Central Missouri 1978 — 1982
B.S., Psychology
James Njuguna's Waddell & Reed Experience April 2013 - August 2013
Job Finance/Pricing Coordinator Revenue Management at PepsiCo
Industry Financial Services
Experience
PepsiCo June 2015 - Present
Vortex Doors August 2014 - February 2015
Simple Human June 2014 - July 2014
Honda MPE Financial Services January 2014 - March 2014
MorphoTrak, LLC August 2013 - December 2013
Waddell & Reed April 2013 - August 2013
DaVinci Financial January 2013 - February 2013
Randstad 2013 - 2013
Highlander News April 2011 - December 2011
Kmart October 2007 - September 2008
Skills
•Fluent in English,..., Proficient in Microsoft..., •Wonderful..., Financial Analysis, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Public Speaking, Customer Service, Finance, Time Management, Social Media, Leadership, Social Networking, Teamwork, Research, Event Planning, Epicor, SAP, QuickBooks
Education
University of California, Riverside 2008 — 2013
Bachelor of Science, Economics/ Administrative Studies
University of California, Riverside 2008 — 2012
Bachelors, Economics
PepsiCo June 2015 - Present
Vortex Doors August 2014 - February 2015
Simple Human June 2014 - July 2014
Honda MPE Financial Services January 2014 - March 2014
MorphoTrak, LLC August 2013 - December 2013
Waddell & Reed April 2013 - August 2013
DaVinci Financial January 2013 - February 2013
Randstad 2013 - 2013
Highlander News April 2011 - December 2011
Kmart October 2007 - September 2008
Skills
•Fluent in English,..., Proficient in Microsoft..., •Wonderful..., Financial Analysis, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Public Speaking, Customer Service, Finance, Time Management, Social Media, Leadership, Social Networking, Teamwork, Research, Event Planning, Epicor, SAP, QuickBooks
Education
University of California, Riverside 2008 — 2013
Bachelor of Science, Economics/ Administrative Studies
University of California, Riverside 2008 — 2012
Bachelors, Economics
Steven Doman's Waddell & Reed Experience 2002 - 2005
Job Fund Officer/Operations Supervisor at UMB Fund Services
Industry Financial Services
Experience
UMB Fund Services November 2011 - Present
Artisan Partners 2010 - November 2011
UMB Fund Services 2005 - 2008
Waddell & Reed 2002 - 2005
Skills
Mutual Funds, Financial Services, Investments, Series 7
Education
2008 — 2010
MBA, Masters in Business with emphasis in Marketing
University of Wisconsin-Green Bay 1994 — 1998
Bachelor of Arts, Communications
UMB Fund Services November 2011 - Present
Artisan Partners 2010 - November 2011
UMB Fund Services 2005 - 2008
Waddell & Reed 2002 - 2005
Skills
Mutual Funds, Financial Services, Investments, Series 7
Education
2008 — 2010
MBA, Masters in Business with emphasis in Marketing
University of Wisconsin-Green Bay 1994 — 1998
Bachelor of Arts, Communications
Sarah N. Bucey's Waddell & Reed Experience March 2007 - March 2009
Job Materials Manager at Inova, LLC
Industry Furniture
Experience
Inova LLC July 2015 - Present
Midland Farms Inc. / Hemisphere Mgt October 2011 - July 2015
The Ayco Company, L.P. March 2010 - October 2011
Hemisphere Management March 2009 - March 2010
Waddell & Reed March 2007 - March 2009
Skills
Accounting, Corporate Finance, Human Resources, Finance, Strategic Financial..., Insurance, Financial Analysis, Microsoft Excel, Time Management, Data Analysis, Business Planning, Strategic Planning, PowerPoint, Account Reconciliation, Accounts Receivable
Education
State University of New York at Albany 2004 — 2008
Bachelor of Science (B.S.), Business Administration, Management and Finance
University at Albany, SUNY 2004 — 2008
Bachelors, Bus Admin; Finance & Mgt, and Minor in Economics
Inova LLC July 2015 - Present
Midland Farms Inc. / Hemisphere Mgt October 2011 - July 2015
The Ayco Company, L.P. March 2010 - October 2011
Hemisphere Management March 2009 - March 2010
Waddell & Reed March 2007 - March 2009
Skills
Accounting, Corporate Finance, Human Resources, Finance, Strategic Financial..., Insurance, Financial Analysis, Microsoft Excel, Time Management, Data Analysis, Business Planning, Strategic Planning, PowerPoint, Account Reconciliation, Accounts Receivable
Education
State University of New York at Albany 2004 — 2008
Bachelor of Science (B.S.), Business Administration, Management and Finance
University at Albany, SUNY 2004 — 2008
Bachelors, Bus Admin; Finance & Mgt, and Minor in Economics
Sharry Zubrod's Waddell & Reed Experience 2000 - 2001
Job Founder and Chief Sparkle
Industry Apparel & Fashion
Experience
Sparkle Farms 2009 - Present
Bright Horizons 2007 - 2009
Tomoka Elementary 2005 - 2007
MAC Cosmetics 2002 - 2004
Wedgeworth Elementary 2001 - 2002
Waddell & Reed 2000 - 2001
Grazide Elementary 1997 - 2000
Skills
Public Speaking, Event Planning, Social Media, Customer Service, Marketing, Training, Nonprofits, Social Media Marketing, Strategic Planning, Microsoft Office, Team Building, Leadership
Education
University of La Verne 1997 — 1999
M.Ed, Education
University of California, San Diego 1993 — 1997
Dual BAs, History and Psychology
Sparkle Farms 2009 - Present
Bright Horizons 2007 - 2009
Tomoka Elementary 2005 - 2007
MAC Cosmetics 2002 - 2004
Wedgeworth Elementary 2001 - 2002
Waddell & Reed 2000 - 2001
Grazide Elementary 1997 - 2000
Skills
Public Speaking, Event Planning, Social Media, Customer Service, Marketing, Training, Nonprofits, Social Media Marketing, Strategic Planning, Microsoft Office, Team Building, Leadership
Education
University of La Verne 1997 — 1999
M.Ed, Education
University of California, San Diego 1993 — 1997
Dual BAs, History and Psychology
Anissa Johnson's Waddell & Reed Experience August 2015 - Present
Job Sourcing Consultant at Waddell & Reed
Industry Legal Services
Experience
Waddell & Reed August 2015 - Present
Kansas City Power & Light January 2009 - Present
American Century Investments 2001 - 2008
Skills
Contract Negotiation, Negotiation, PeopleSoft, Process Improvement, Purchasing, Vendor Management, Risk Management, Contract Management, Program Management
Education
University of Central Missouri 1991 — 1994
Bachelor of Science, Sociology
Waddell & Reed August 2015 - Present
Kansas City Power & Light January 2009 - Present
American Century Investments 2001 - 2008
Skills
Contract Negotiation, Negotiation, PeopleSoft, Process Improvement, Purchasing, Vendor Management, Risk Management, Contract Management, Program Management
Education
University of Central Missouri 1991 — 1994
Bachelor of Science, Sociology
Karen Lare's Waddell & Reed Experience May 2010 - Present
Job SVP Brokerage at Waddell & Reed
Industry Financial Services
Experience
Waddell & Reed May 2010 - Present
Karen Forslund Lare Consulting 2009 - May 2010
WaMu Investments 2007 - 2009
WM Financial Services 2005 - 2007
LPL Financial Services 1979 - 2004
Skills
Financial Services, Asset Managment, Management, Securities, Strategy, Strategic Financial..., Brokers, Mutual Funds
Education
University of California, San Diego 1977 — 1979
Biology
Waddell & Reed May 2010 - Present
Karen Forslund Lare Consulting 2009 - May 2010
WaMu Investments 2007 - 2009
WM Financial Services 2005 - 2007
LPL Financial Services 1979 - 2004
Skills
Financial Services, Asset Managment, Management, Securities, Strategy, Strategic Financial..., Brokers, Mutual Funds
Education
University of California, San Diego 1977 — 1979
Biology
Harry Toy's Waddell & Reed Experience October 2010 - March 2011
Job Financial Analysis & Plannning / Calif
Industry Financial Services
Experience
ING Financial Partners March 2011 - December 2011
Waddell & Reed October 2010 - March 2011
MSI November 2006 - October 2010
Skills
Microsoft Office, Customer Service, Strategic Planning, Leadership, Business Strategy, Business Planning, Business Development, Analysis, Management, Process Improvement, Finance, Management Consulting, Start-ups, Business Analysis, Strategy, Financial Analysis, Investments, Healthcare
Education
University of California
University of California, Los Angeles
ING Financial Partners March 2011 - December 2011
Waddell & Reed October 2010 - March 2011
MSI November 2006 - October 2010
Skills
Microsoft Office, Customer Service, Strategic Planning, Leadership, Business Strategy, Business Planning, Business Development, Analysis, Management, Process Improvement, Finance, Management Consulting, Start-ups, Business Analysis, Strategy, Financial Analysis, Investments, Healthcare
Education
University of California
University of California, Los Angeles
Colleen Haag's Waddell & Reed Experience October 2010 - Present
Job Resource Specialist at Waddell & Reed
Industry Professional Training & Coaching
Experience
Waddell & Reed October 2010 - Present
Waddell & Reed 2000 - 2008
Waddell & Reed February 1983 - March 2000
Skills
Adult Education, Strategic Planning, Training, E-Learning, Employee Relations, Leadership, Leadership Development, Coaching, Team Building, Performance Management, Public Speaking, Customer Service, Employee Training, Analysis, Organizational...
Education
University of Central Missouri 1978 — 1982
BS, Psychology
Waddell & Reed October 2010 - Present
Waddell & Reed 2000 - 2008
Waddell & Reed February 1983 - March 2000
Skills
Adult Education, Strategic Planning, Training, E-Learning, Employee Relations, Leadership, Leadership Development, Coaching, Team Building, Performance Management, Public Speaking, Customer Service, Employee Training, Analysis, Organizational...
Education
University of Central Missouri 1978 — 1982
BS, Psychology
John Oliva's Waddell & Reed Experience July 2007 - December 2012
Job Partner
Industry Financial Services
Experience
New York Life Insurance Company February 2015 - Present
Securities America, Inc. Member FINRA/SIPC July 2014 - February 2015
Waddell & Reed July 2007 - December 2012
New York Life Insurance Company December 2001 - June 2007
Skills
Fixed Annuities, Life Insurance, Insurance, Term Life Insurance, Disability Insurance, Long-term Care, Health Insurance, Underwriting, Customer Service, Estate Planning, Variable Annuities, Series 7, Whole Life, Strategic Financial..., IRAs, Leadership, Property & Casualty..., General Insurance, Microsoft Office, Brokers, Investment Advisory, Claim, Commercial Insurance, Medicare, Long Term Care Insurance, Retirement Planning, Investments, Management, Recruiting, Financial Planning
Education
University of Delaware 1997 — 2001
Bachelor's Degree, Clinical Laboratory Science/Medical Technology
United States Military Academy at West Point 1996 — 1997
Chemistry
New York Life Insurance Company February 2015 - Present
Securities America, Inc. Member FINRA/SIPC July 2014 - February 2015
Waddell & Reed July 2007 - December 2012
New York Life Insurance Company December 2001 - June 2007
Skills
Fixed Annuities, Life Insurance, Insurance, Term Life Insurance, Disability Insurance, Long-term Care, Health Insurance, Underwriting, Customer Service, Estate Planning, Variable Annuities, Series 7, Whole Life, Strategic Financial..., IRAs, Leadership, Property & Casualty..., General Insurance, Microsoft Office, Brokers, Investment Advisory, Claim, Commercial Insurance, Medicare, Long Term Care Insurance, Retirement Planning, Investments, Management, Recruiting, Financial Planning
Education
University of Delaware 1997 — 2001
Bachelor's Degree, Clinical Laboratory Science/Medical Technology
United States Military Academy at West Point 1996 — 1997
Chemistry
Russell Nussbaum's Waddell & Reed Experience January 2005 - June 2005
Job Senior Underwriter at Siemens Financial Services Project & Structured Finance Energy
Industry Banking
Experience
Siemens Financial Services January 2013 - Present
Siemens Financial Services April 2011 - December 2012
Dexia Credit Local December 2007 - July 2011
Dexia Credit Local August 2005 - December 2007
Waddell & Reed January 2005 - June 2005
Skills
Credit Analysis, Valuation, Project Finance, Financial Modeling, Portfolio Management, Financial Analysis, Capital Markets, Finance, Corporate Finance, Credit, Risk Management, Investments, Structured Finance
Education
University at Albany, SUNY 2001 — 2005
Bachelor's, Finance: Financial Analyst Concentration
Siemens Financial Services January 2013 - Present
Siemens Financial Services April 2011 - December 2012
Dexia Credit Local December 2007 - July 2011
Dexia Credit Local August 2005 - December 2007
Waddell & Reed January 2005 - June 2005
Skills
Credit Analysis, Valuation, Project Finance, Financial Modeling, Portfolio Management, Financial Analysis, Capital Markets, Finance, Corporate Finance, Credit, Risk Management, Investments, Structured Finance
Education
University at Albany, SUNY 2001 — 2005
Bachelor's, Finance: Financial Analyst Concentration
Davis Le's Waddell & Reed Experience January 2008 - June 2008
Job Director of Finance at Univision Communications Inc.
Industry Financial Services
Experience
Univision Communications Inc. November 2013 - Present
Lionsgate June 2010 - September 2013
Kelly Holdings June 2009 - June 2010
Corporate Finance Associates June 2008 - May 2009
Waddell & Reed January 2008 - June 2008
Skills
Wall Street Prep:...
Education
University of California, Irvine
Univision Communications Inc. November 2013 - Present
Lionsgate June 2010 - September 2013
Kelly Holdings June 2009 - June 2010
Corporate Finance Associates June 2008 - May 2009
Waddell & Reed January 2008 - June 2008
Skills
Wall Street Prep:...
Education
University of California, Irvine
Shirley Terrell's Waddell & Reed Experience 1999 - 2007
Job Payroll Accounting Manager at OfficeMax Inc.
Industry Retail
Experience
OfficeMax Inc. May 2008 - Present
Smithfield Foods - John Morrell Food Group (Armour Echkrich Meats) 2007 - 2008
Grant Thornton LLP 2006 - 2007
Waddell & Reed 1999 - 2007
McDonald's Corporation 1992 - 1999
Skills
Retail, Inventory Management, Customer Service, Microsoft Office, Microsoft Excel, Management, Training, Process Improvement, Leadership, Team Building, Public Speaking, Forecasting, Sales, Inventory Control
Education
American Institute of Certified Public Accountants
Certified Public Accountant
American Payroll Association
Certified Payroll Professional
Tuskegee University
Bachelor of Science (B.S.), Accounting
OfficeMax Inc. May 2008 - Present
Smithfield Foods - John Morrell Food Group (Armour Echkrich Meats) 2007 - 2008
Grant Thornton LLP 2006 - 2007
Waddell & Reed 1999 - 2007
McDonald's Corporation 1992 - 1999
Skills
Retail, Inventory Management, Customer Service, Microsoft Office, Microsoft Excel, Management, Training, Process Improvement, Leadership, Team Building, Public Speaking, Forecasting, Sales, Inventory Control
Education
American Institute of Certified Public Accountants
Certified Public Accountant
American Payroll Association
Certified Payroll Professional
Tuskegee University
Bachelor of Science (B.S.), Accounting
Joseph Scerbo's Waddell & Reed Experience October 2011 - February 2012
Job Certified Dell and Lenovo PC Technician
Industry Information Technology and Services
Experience
Lenovo June 2014 - June 2015
Dell June 2014 - June 2015
currently looking for work in Information Technology November 2012 - November 2014
Waddell & Reed October 2011 - February 2012
Autotomive Detailing May 1996 - June 2000
Skills
Lenovo Certified, Dell Computers, CompTIA A+, Computer Network..., Computer Hardware, Microsoft Office, Windows 8, Windows 7, Windows XP, Strategic Financial..., Investments, Asset Management, Financial Services, Finance, Training, Financial Advisory, Networking, Start-ups, Executive Management
Education
University of Arizona 2007 — 2012
Bachelor of Arts (B.A.), Economics
University of Arizona 2006 — 2012
Economics, Economics
Lenovo June 2014 - June 2015
Dell June 2014 - June 2015
currently looking for work in Information Technology November 2012 - November 2014
Waddell & Reed October 2011 - February 2012
Autotomive Detailing May 1996 - June 2000
Skills
Lenovo Certified, Dell Computers, CompTIA A+, Computer Network..., Computer Hardware, Microsoft Office, Windows 8, Windows 7, Windows XP, Strategic Financial..., Investments, Asset Management, Financial Services, Finance, Training, Financial Advisory, Networking, Start-ups, Executive Management
Education
University of Arizona 2007 — 2012
Bachelor of Arts (B.A.), Economics
University of Arizona 2006 — 2012
Economics, Economics
John Robert Joyce - CRPS®'s Waddell & Reed Experience January 2010 - April 2010
Job Financial Advisor at Sutter Wealth Management
Industry Financial Services
Experience
Sutter Wealth Management April 2010 - Present
Jesuit High School August 2015 - Present
UC Davis February 2013 - February 2015
Sacramento Water Polo Foundation February 2011 - March 2014
Waddell & Reed January 2010 - April 2010
Union Bank January 2006 - January 2010
Skills
Wealth Management, Finance, Securities, Investments, Asset Allocation, Investment Strategies, ETFs, Retirement Planning, Loans, Stocks, Life Insurance, Municipal Bonds, Banking, Alternative Investments, Series 63, 401k, Qualified Retirement..., Separately Managed..., Mutual Funds, Options Strategies, Asset Managment, Asset Management, Credit, Tactical Asset..., Risk Management, High Yield Bonds, Series 7, Small Business Lending, Retail Banking, Commercial Banking, Credit Analysis, Water Polo
Education
Jesuit High School
University of California, Davis
BA, Major: Political Science Minor: Economics
Sutter Wealth Management April 2010 - Present
Jesuit High School August 2015 - Present
UC Davis February 2013 - February 2015
Sacramento Water Polo Foundation February 2011 - March 2014
Waddell & Reed January 2010 - April 2010
Union Bank January 2006 - January 2010
Skills
Wealth Management, Finance, Securities, Investments, Asset Allocation, Investment Strategies, ETFs, Retirement Planning, Loans, Stocks, Life Insurance, Municipal Bonds, Banking, Alternative Investments, Series 63, 401k, Qualified Retirement..., Separately Managed..., Mutual Funds, Options Strategies, Asset Managment, Asset Management, Credit, Tactical Asset..., Risk Management, High Yield Bonds, Series 7, Small Business Lending, Retail Banking, Commercial Banking, Credit Analysis, Water Polo
Education
Jesuit High School
University of California, Davis
BA, Major: Political Science Minor: Economics
Aaron Krause's Waddell & Reed Experience January 2014 - Present
Job Director Brokerage Training at Waddell & Reed
Industry Financial Services
Experience
Waddell & Reed January 2014 - Present
Waddell & Reed August 2009 - December 2013
Ameriprise Financial Services, Inc. November 2007 - July 2009
Ameriprise Financial Services, Inc. March 2006 - November 2007
Thrivent Financial April 2003 - March 2006
Skills
Training, Training Delivery, Investments, Securities, Series 7, Series 66, IRA's, Retirement, Financial Planning, Mutual Funds, Retirement Planning, Insurance, Options, Bonds, Wealth Management, Series 63, 401k, Financial Advisory, Investment Strategies, Investment Advisory
Education
University of Central Missouri 2001 — 2002
Master of Science, Aviation Safety
University of Central Missouri 1999 — 2001
Bachelor of Science, Aviation Management
Waddell & Reed January 2014 - Present
Waddell & Reed August 2009 - December 2013
Ameriprise Financial Services, Inc. November 2007 - July 2009
Ameriprise Financial Services, Inc. March 2006 - November 2007
Thrivent Financial April 2003 - March 2006
Skills
Training, Training Delivery, Investments, Securities, Series 7, Series 66, IRA's, Retirement, Financial Planning, Mutual Funds, Retirement Planning, Insurance, Options, Bonds, Wealth Management, Series 63, 401k, Financial Advisory, Investment Strategies, Investment Advisory
Education
University of Central Missouri 2001 — 2002
Master of Science, Aviation Safety
University of Central Missouri 1999 — 2001
Bachelor of Science, Aviation Management
Will Ou's Waddell & Reed Experience October 2005 - June 2006
Job Sr. Financial Analyst at Axcient
Industry Information Technology and Services
Experience
Axcient September 2013 - April 2015
Axcient April 2012 - August 2013
Axcient January 2010 - March 2012
Axcient July 2009 - December 2009
Waddell & Reed October 2005 - June 2006
Skills
QuickBooks, Finance, Account Management, Start-ups, Analysis, Cloud Computing, Managerial Finance, Financial Accounting, Account Reconciliation, Accounting, Accounts Payable, Management, Budgets, Auditing, Strategic Financial..., Accounts Receivable, Financial Planning
Education
University of California, Irvine
Economics
Axcient September 2013 - April 2015
Axcient April 2012 - August 2013
Axcient January 2010 - March 2012
Axcient July 2009 - December 2009
Waddell & Reed October 2005 - June 2006
Skills
QuickBooks, Finance, Account Management, Start-ups, Analysis, Cloud Computing, Managerial Finance, Financial Accounting, Account Reconciliation, Accounting, Accounts Payable, Management, Budgets, Auditing, Strategic Financial..., Accounts Receivable, Financial Planning
Education
University of California, Irvine
Economics
Agustin Alfaro's Waddell & Reed Experience July 2011 - January 2013
Job MBA Candidate at UC Davis Graduate School of Management
Industry Financial Services
Experience
Waddell & Reed July 2011 - January 2013
Waste Management April 2011 - June 2011
ASUCD Unitrans March 2009 - October 2010
ASUCD Unitrans March 2008 - October 2010
ASUCD Unitrans March 2007 - October 2010
Skills
Microsoft Office, Transportation, Customer Service, Microsoft Excel, Financial Modeling, Strategic Financial..., Statistical Data..., Negotiation, Equity Research, Financial Analysis, Conflict Resolution, Sales Management, Leadership, Team Leadership, Pay Close Attention to..., Communication, PowerPoint, Microsoft Word, Logistics, Time Management, Outlook, Access, Supervisory Skills, Operations Management, Analysis, Forecasting, Strategy, Marketing, Risk Management, Business Planning, Business Development, Training, Financial Planning
Education
UC Davis Graduate School of Management 2011 — 2014
Finance, Finance and Financial Management Services
University of California, Davis 2005 — 2010
Bachelor, Economics
Waddell & Reed July 2011 - January 2013
Waste Management April 2011 - June 2011
ASUCD Unitrans March 2009 - October 2010
ASUCD Unitrans March 2008 - October 2010
ASUCD Unitrans March 2007 - October 2010
Skills
Microsoft Office, Transportation, Customer Service, Microsoft Excel, Financial Modeling, Strategic Financial..., Statistical Data..., Negotiation, Equity Research, Financial Analysis, Conflict Resolution, Sales Management, Leadership, Team Leadership, Pay Close Attention to..., Communication, PowerPoint, Microsoft Word, Logistics, Time Management, Outlook, Access, Supervisory Skills, Operations Management, Analysis, Forecasting, Strategy, Marketing, Risk Management, Business Planning, Business Development, Training, Financial Planning
Education
UC Davis Graduate School of Management 2011 — 2014
Finance, Finance and Financial Management Services
University of California, Davis 2005 — 2010
Bachelor, Economics
Jeff Kao's Waddell & Reed Experience November 2008 - March 2009
Job Risk Analyst at PSE
Industry Oil & Energy
Experience
Pacific Summit Energy April 2010 - Present
Waddell & Reed November 2008 - March 2009
Education
University of California, Irvine 2005 — 2009
Bachelor’s Degree, Economics
Pacific Summit Energy April 2010 - Present
Waddell & Reed November 2008 - March 2009
Education
University of California, Irvine 2005 — 2009
Bachelor’s Degree, Economics
Karma Shahin's Waddell & Reed Experience October 2010 - October 2013
Job Vice President
Industry Investment Management
Experience
HSBC March 2015 - Present
HSBC Securities October 2013 - Present
Waddell & Reed October 2010 - October 2013
Bank of America September 2007 - May 2010
Skills
Sales Management, Credit, Loans, Banking, Mortgage Lending, Selling, Credit Analysis, Loan Origination, Consumer Lending, Mortgage Banking, Small Business Lending, Commercial Banking, Commercial Lending, Series 7, Series 63, Portfolio Management, Retail Banking, Credit Risk, Lines Of Credit, Capital Markets, Sales
Education
University of California, Irvine 2008 — 2011
B.A, Business Economics
HSBC March 2015 - Present
HSBC Securities October 2013 - Present
Waddell & Reed October 2010 - October 2013
Bank of America September 2007 - May 2010
Skills
Sales Management, Credit, Loans, Banking, Mortgage Lending, Selling, Credit Analysis, Loan Origination, Consumer Lending, Mortgage Banking, Small Business Lending, Commercial Banking, Commercial Lending, Series 7, Series 63, Portfolio Management, Retail Banking, Credit Risk, Lines Of Credit, Capital Markets, Sales
Education
University of California, Irvine 2008 — 2011
B.A, Business Economics
Aaron Rippy, AU's Waddell & Reed Experience June 2010 - August 2010
Job Commercial Lines Underwriter at Liberty Mutual Insurance
Industry Financial Services
Experience
Liberty Mutual Insurance January 2013 - Present
Farmers Insurance May 2011 - January 2013
University of Central Missouri January 2010 - May 2011
United Parcel Service December 2010 - January 2011
Waddell & Reed June 2010 - August 2010
Hibbett Sporting Goods September 2007 - December 2009
American Eagle Outfitters December 2008 - January 2009
Keith Beck Auto Group April 2007 - August 2007
Duke Manufacturing Co. May 2006 - August 2006
Skills
Customer Service, PowerPoint, Sales, Insurance, Underwriting, Commercial Insurance, Risk Analysis, Hazard Analysis, Management, Negotiation, Relationship Management, Customer Satisfaction, Microsoft Excel, Microsoft Office, Microsoft Word, Time Management, Leadership, Financial Analysis, Investments, Risk Management, Event Management, Marketing
Education
Central Missouri State University 2008 — 2011
BSBA, Finance & Economics, 3.5
Liberty Mutual Insurance January 2013 - Present
Farmers Insurance May 2011 - January 2013
University of Central Missouri January 2010 - May 2011
United Parcel Service December 2010 - January 2011
Waddell & Reed June 2010 - August 2010
Hibbett Sporting Goods September 2007 - December 2009
American Eagle Outfitters December 2008 - January 2009
Keith Beck Auto Group April 2007 - August 2007
Duke Manufacturing Co. May 2006 - August 2006
Skills
Customer Service, PowerPoint, Sales, Insurance, Underwriting, Commercial Insurance, Risk Analysis, Hazard Analysis, Management, Negotiation, Relationship Management, Customer Satisfaction, Microsoft Excel, Microsoft Office, Microsoft Word, Time Management, Leadership, Financial Analysis, Investments, Risk Management, Event Management, Marketing
Education
Central Missouri State University 2008 — 2011
BSBA, Finance & Economics, 3.5
Wale Kajopaiye, AAMS®'s Waddell & Reed Experience October 2009 - October 2010
Job Associate Wealth Management Advisor
Industry Financial Services
Experience
TIAA-CREF May 2014 - Present
Merrill Edge August 2011 - May 2014
Great-West Financial November 2010 - August 2011
Waddell & Reed October 2009 - October 2010
Skills
Pensions, Investments, Budgets, Banking, Retirement Planning, Investment Strategies, Mutual Funds, Asset Allocation, Strategic Financial..., Retirement, Fixed Annuities, Series 7, Data Analysis, Securities, Portfolio Management, Asset Managment, Risk Management, IRAs, Investment Management, Financial Advisory, 401k, Series 65, Cash Management, ETFs, Variable Annuities, 401k Rollovers, Equities, Fixed Income, Financial Analysis, Bonds, Wealth Management, Relationship Management, Trading, Insurance, Financial Services, Finance, Investment Advisory, Asset Management
Education
University of California, Riverside 2004 — 2009
Bachelors of Arts, Economic Administrative Studies Emphasis in Financial Accounting
TIAA-CREF May 2014 - Present
Merrill Edge August 2011 - May 2014
Great-West Financial November 2010 - August 2011
Waddell & Reed October 2009 - October 2010
Skills
Pensions, Investments, Budgets, Banking, Retirement Planning, Investment Strategies, Mutual Funds, Asset Allocation, Strategic Financial..., Retirement, Fixed Annuities, Series 7, Data Analysis, Securities, Portfolio Management, Asset Managment, Risk Management, IRAs, Investment Management, Financial Advisory, 401k, Series 65, Cash Management, ETFs, Variable Annuities, 401k Rollovers, Equities, Fixed Income, Financial Analysis, Bonds, Wealth Management, Relationship Management, Trading, Insurance, Financial Services, Finance, Investment Advisory, Asset Management
Education
University of California, Riverside 2004 — 2009
Bachelors of Arts, Economic Administrative Studies Emphasis in Financial Accounting
Wai Sze (Cecilia) Wu's Waddell & Reed Experience June 2010 - May 2011
Job Analytics at Bloomberg LP
Industry Financial Services
Experience
Bloomberg LP April 2015 - Present
PwC June 2013 - April 2015
UC Berkeley July 2012 - August 2012
PwC June 2012 - July 2012
Nanyang Commercial Bank Ltd. June 2011 - July 2011
Waddell & Reed June 2010 - May 2011
Skills
Loans, Financial Analysis, Mandarin, Data Analysis, Mortgage Lending, Financial Reporting, Social Media, Cantonese, English, Analysis
Education
University of California, Berkeley - Walter A. Haas School of Business 2011 — 2013
Bachelor's Degree, Business Administration
Marymount Secondary School 2007 — 2009
High School, Science
Bloomberg LP April 2015 - Present
PwC June 2013 - April 2015
UC Berkeley July 2012 - August 2012
PwC June 2012 - July 2012
Nanyang Commercial Bank Ltd. June 2011 - July 2011
Waddell & Reed June 2010 - May 2011
Skills
Loans, Financial Analysis, Mandarin, Data Analysis, Mortgage Lending, Financial Reporting, Social Media, Cantonese, English, Analysis
Education
University of California, Berkeley - Walter A. Haas School of Business 2011 — 2013
Bachelor's Degree, Business Administration
Marymount Secondary School 2007 — 2009
High School, Science
Carol Lunczewski's Waddell & Reed Experience January 1985 - Present
Job Financial Advisors Division Program Coordinator at Waddell & Reed
Industry Financial Services
Experience
Waddell & Reed January 1985 - Present
Education
University of Central Missouri
Waddell & Reed January 1985 - Present
Education
University of Central Missouri
Kelsey Woo's Waddell & Reed Experience September 2011 - December 2011
Job Rebate Management Specialist at OptumRx
Industry Hospital & Health Care
Experience
OptumRx, a UnitedHealth Group company April 2013 - Present
Northwestern Mutual January 2012 - July 2012
University of California, Irvine Extension September 2011 - June 2012
UC Irvine Health June 2011 - June 2012
Waddell & Reed September 2011 - December 2011
THINK Together September 2010 - June 2011
Skills
Mathematics, Financial Analysis, PowerPoint, Microsoft Excel, Microsoft Word, Statistics, Facebook, Matlab, Teamwork, Microsoft Office, SAP, Public Speaking, Data Analysis, Higher Education
Education
University of California, Irvine 2008 — 2012
Bachelor of Science (B.S.), Applied Mathematics
OptumRx, a UnitedHealth Group company April 2013 - Present
Northwestern Mutual January 2012 - July 2012
University of California, Irvine Extension September 2011 - June 2012
UC Irvine Health June 2011 - June 2012
Waddell & Reed September 2011 - December 2011
THINK Together September 2010 - June 2011
Skills
Mathematics, Financial Analysis, PowerPoint, Microsoft Excel, Microsoft Word, Statistics, Facebook, Matlab, Teamwork, Microsoft Office, SAP, Public Speaking, Data Analysis, Higher Education
Education
University of California, Irvine 2008 — 2012
Bachelor of Science (B.S.), Applied Mathematics
Kathleen Panganiban's Waddell & Reed Experience November 2011 - July 2012
Job Account Assistant at Millennium Corporate Solutions
Industry Insurance
Experience
Millennium Corporate Solutions October 2012 - Present
Prudential August 2012 - October 2012
Waddell & Reed November 2011 - July 2012
Bloomingdale's November 2011 - January 2012
bebe stores June 2008 - December 2010
Arden B. March 2008 - December 2008
Brome Howard Inn June 2007 - September 2007
Skills
MS Excel, MS Powerpoint, MS Word, Mac & PC platforms, Tagalog, Interpersonal Skill, Work Autonomously, Communication Skills, Deadline Oriented, Series 7
Education
University of California, Irvine 2007 — 2011
Bachelor's degree, Applied Mathematics
Millennium Corporate Solutions October 2012 - Present
Prudential August 2012 - October 2012
Waddell & Reed November 2011 - July 2012
Bloomingdale's November 2011 - January 2012
bebe stores June 2008 - December 2010
Arden B. March 2008 - December 2008
Brome Howard Inn June 2007 - September 2007
Skills
MS Excel, MS Powerpoint, MS Word, Mac & PC platforms, Tagalog, Interpersonal Skill, Work Autonomously, Communication Skills, Deadline Oriented, Series 7
Education
University of California, Irvine 2007 — 2011
Bachelor's degree, Applied Mathematics
Davor Nincic's Waddell & Reed Experience March 2007 - August 2007
Job LIS Senior Applications Specialist at Florida Hospital
Industry Information Technology and Services
Experience
Florida Hospital June 2015 - Present
Florida Hospital Laboratories March 2013 - June 2015
Florida Hospital Laboratories January 2013 - February 2013
Connextions, Inc. January 2011 - June 2011
St. Petka Serbian Orthodox Church January 2009 - January 2011
Connextions, Inc. March 2010 - December 2010
Waddell & Reed March 2007 - August 2007
Skills
Technically proficient..., Type 60 Words per Minute, Databases tools: MS..., Operating Systems:..., Other skills:..., Ability to maintain..., Ability to install and..., Network processing,..., Maintaining,..., Expertise in using..., Management, Keyboard Skills, Data Entry, Accounts Payable, Invoicing, Accounts Receivable, Microsoft Excel, QuickBooks, Customer Service, Forecasting, Leadership, PowerPoint, Administration, Access
Education
University of Central Florida 2003 — 2007
Bachelor of Science in Business Administration (B.S.B.A.), Economics, 3.7
Lyman High School 1999 — 2003
Florida Hospital June 2015 - Present
Florida Hospital Laboratories March 2013 - June 2015
Florida Hospital Laboratories January 2013 - February 2013
Connextions, Inc. January 2011 - June 2011
St. Petka Serbian Orthodox Church January 2009 - January 2011
Connextions, Inc. March 2010 - December 2010
Waddell & Reed March 2007 - August 2007
Skills
Technically proficient..., Type 60 Words per Minute, Databases tools: MS..., Operating Systems:..., Other skills:..., Ability to maintain..., Ability to install and..., Network processing,..., Maintaining,..., Expertise in using..., Management, Keyboard Skills, Data Entry, Accounts Payable, Invoicing, Accounts Receivable, Microsoft Excel, QuickBooks, Customer Service, Forecasting, Leadership, PowerPoint, Administration, Access
Education
University of Central Florida 2003 — 2007
Bachelor of Science in Business Administration (B.S.B.A.), Economics, 3.7
Lyman High School 1999 — 2003
David A. Robbins's Waddell & Reed Experience May 2009 - March 2010
Job Financial Advisor Associate, J.P. Morgan Securities LLC
Industry Financial Services
Experience
J.P. Morgan Securities LLC July 2014 - Present
JP Morgan Chase Bank N.A. March 2012 - July 2014
JP Morgan Chase Bank N.A. April 2010 - March 2012
Waddell & Reed May 2009 - March 2010
Education
University of Arizona 2005 — 2009
Bachelor of Arts (B.A.), Journalism and Creative Writing (dual degree)
J.P. Morgan Securities LLC July 2014 - Present
JP Morgan Chase Bank N.A. March 2012 - July 2014
JP Morgan Chase Bank N.A. April 2010 - March 2012
Waddell & Reed May 2009 - March 2010
Education
University of Arizona 2005 — 2009
Bachelor of Arts (B.A.), Journalism and Creative Writing (dual degree)
Tsung Hsun Lee's Waddell & Reed Experience June 2013 - August 2013
Job Student at University of California, Berkeley
Industry Media Production
Experience
Waddell & Reed June 2013 - August 2013
Skills
Photoshop, Final Cut Pro, Social Media, Video Editing, Public Speaking, Event Planning, Teamwork, Microsoft Word
Education
University of California, Berkeley 2013 — 2014
Bachelor's degree, Communication and Media Studies
Waddell & Reed June 2013 - August 2013
Skills
Photoshop, Final Cut Pro, Social Media, Video Editing, Public Speaking, Event Planning, Teamwork, Microsoft Word
Education
University of California, Berkeley 2013 — 2014
Bachelor's degree, Communication and Media Studies
Greg Devine's Waddell & Reed Experience September 2005 - February 2007
Job Business Management Professional
Industry Investment Management
Experience
Independent Financial Services - July 2007 - October 2013
County Line Incorporated March 2007 - January 2013
Waddell & Reed September 2005 - February 2007
Edward Jones May 2004 - August 2005
Colocoline Inc. dba The County Line April 1994 - December 2002
Skills
Strategic Financial..., Market Analysis, Economics, Financial Analysis, Employee Benefits, Working Capital..., Balance Sheet, Income Statement, Budgets, Consulting, Hospitality Management, Purchasing, Food & Beverage, Training, Cross-functional Team..., Technical Writing, PowerPoint, Microsoft Excel, Microsoft Word, Visio
Education
University of Phoenix 2002 — 2004
Master of Business Administration (MBA), Business Administration and Management, General, 3.78
The University of Texas at El Paso 1986 — 1990
Bachelor of Arts (BA), Political Science and Government
Independent Financial Services - July 2007 - October 2013
County Line Incorporated March 2007 - January 2013
Waddell & Reed September 2005 - February 2007
Edward Jones May 2004 - August 2005
Colocoline Inc. dba The County Line April 1994 - December 2002
Skills
Strategic Financial..., Market Analysis, Economics, Financial Analysis, Employee Benefits, Working Capital..., Balance Sheet, Income Statement, Budgets, Consulting, Hospitality Management, Purchasing, Food & Beverage, Training, Cross-functional Team..., Technical Writing, PowerPoint, Microsoft Excel, Microsoft Word, Visio
Education
University of Phoenix 2002 — 2004
Master of Business Administration (MBA), Business Administration and Management, General, 3.78
The University of Texas at El Paso 1986 — 1990
Bachelor of Arts (BA), Political Science and Government
Tom Axline's Waddell & Reed Experience October 1996 - June 1998
Job at
Industry Financial Services
Experience
ICMA-RC November 2014 - Present
ICMA-RC February 2007 - Present
ICMA-RC June 1998 - February 2007
Waddell & Reed October 1996 - June 1998
Skills
Certified Financial..., Retirement Plan..., Qualified Retirement..., Retirement Benefits, Investment Advisory, Investment Management, College Funding..., Wealth Accumulation..., Wealth Preservation..., Intergenerational..., Multi-generational..., Life Insurance, Disability Insurance, Investment Strategies, Retirement, Mutual Funds, Financial Services, Retirement Planning, Investments, Series 63, 401k, Financial Planning, Asset Allocation, IRAs
Education
University of Arizona 1979 — 1983
Animal Science and Agribusiness
ICMA-RC November 2014 - Present
ICMA-RC February 2007 - Present
ICMA-RC June 1998 - February 2007
Waddell & Reed October 1996 - June 1998
Skills
Certified Financial..., Retirement Plan..., Qualified Retirement..., Retirement Benefits, Investment Advisory, Investment Management, College Funding..., Wealth Accumulation..., Wealth Preservation..., Intergenerational..., Multi-generational..., Life Insurance, Disability Insurance, Investment Strategies, Retirement, Mutual Funds, Financial Services, Retirement Planning, Investments, Series 63, 401k, Financial Planning, Asset Allocation, IRAs
Education
University of Arizona 1979 — 1983
Animal Science and Agribusiness
T Rowe Price
The Blackstone Group
Pioneer Investments
Lazard
ING Investment Management
Deutsche Asset Management
Lazard Asset Management
Natixis Global Asset Management