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
Airionne Givens Airionne Givens's Waddell & Reed Experience May 2015 - Present
Job Financial Services at Waddell & Reed
Industry Financial Services
Experience
Waddell & Reed May 2015 - Present
Advisors Ahead May 2014 - April 2015
Bank of America June 2013 - May 2014
Schnuck Markets, Inc. July 2012 - July 2013
Walt Disney World January 2012 - June 2012
Department of Finance August 2010 - December 2011
Skills
Customer Service, Time Management, Microsoft Office, PowerPoint, Leadership, Public Speaking, Microsoft Excel, Teamwork, Microsoft Word, Financial Analysis, Management, Data Analysis, Outlook, Team Leadership, Personal Finance, Client Services, Finance, Financial Planning, Financial Management..., Event Planning, Social Media, Social Networking, Facebook, Sales, Strategic Planning, Data Entry, Financial Services
Education
University of Missouri-Columbia 2010 — 2014
Bachelor of Science (BS), Personal Financial Planning
Waddell & Reed May 2015 - Present
Advisors Ahead May 2014 - April 2015
Bank of America June 2013 - May 2014
Schnuck Markets, Inc. July 2012 - July 2013
Walt Disney World January 2012 - June 2012
Department of Finance August 2010 - December 2011
Skills
Customer Service, Time Management, Microsoft Office, PowerPoint, Leadership, Public Speaking, Microsoft Excel, Teamwork, Microsoft Word, Financial Analysis, Management, Data Analysis, Outlook, Team Leadership, Personal Finance, Client Services, Finance, Financial Planning, Financial Management..., Event Planning, Social Media, Social Networking, Facebook, Sales, Strategic Planning, Data Entry, Financial Services
Education
University of Missouri-Columbia 2010 — 2014
Bachelor of Science (BS), Personal Financial Planning
Burdett Wilson Burdett Wilson's Waddell & Reed Experience 2013 - 2013
Job Instructor at Macon Area Career and Technical Education Center
Industry Marketing and Advertising
Experience
Macon Votec August 2013 - Present
Onshore Outsourcing May 2014 - July 2014
Waddell & Reed 2013 - 2013
LEAF Commercial Capital, Inc. December 2010 - September 2012
Hanson Faso Sales and Marketing April 2003 - November 2010
Brennan and Nagel 2000 - 2003
ABCD Sales, Inc. July 1996 - February 2001
Skills
Sales, Sales Process, Retail, Sales Operations, Sales Management, Selling, Direct Sales, Sales Presentations, Key Account Development, P&L Management, Account Management, Pricing, Cold Calling, New Business Development, Customer Service, Grocery, Competitive Analysis, Distributors, Food, Merchandising, Key Account Management, Forecasting, National Accounts, Business Development, Inventory Management, CPG Sales, Marketing Management, C#, Strategic Financial..., Life Insurance, Health Insurance, Start-ups, Salesforce.com, Marketing, B2B, Market Planning, P&L, Marketing Strategy, Trade Shows, Solution Selling, Management, Strategic Planning, Product Development, Consumer Products, Team Building, Negotiation, Teaching C#
Education
University of Missouri-Columbia 1986 — 1989
BS, Business Administration
Brookfield High School
Macon Votec August 2013 - Present
Onshore Outsourcing May 2014 - July 2014
Waddell & Reed 2013 - 2013
LEAF Commercial Capital, Inc. December 2010 - September 2012
Hanson Faso Sales and Marketing April 2003 - November 2010
Brennan and Nagel 2000 - 2003
ABCD Sales, Inc. July 1996 - February 2001
Skills
Sales, Sales Process, Retail, Sales Operations, Sales Management, Selling, Direct Sales, Sales Presentations, Key Account Development, P&L Management, Account Management, Pricing, Cold Calling, New Business Development, Customer Service, Grocery, Competitive Analysis, Distributors, Food, Merchandising, Key Account Management, Forecasting, National Accounts, Business Development, Inventory Management, CPG Sales, Marketing Management, C#, Strategic Financial..., Life Insurance, Health Insurance, Start-ups, Salesforce.com, Marketing, B2B, Market Planning, P&L, Marketing Strategy, Trade Shows, Solution Selling, Management, Strategic Planning, Product Development, Consumer Products, Team Building, Negotiation, Teaching C#
Education
University of Missouri-Columbia 1986 — 1989
BS, Business Administration
Brookfield High School
Thomas C. Powers Thomas C. Powers's Waddell & Reed Experience 2005 - 2012
Job Senior VP, Regional Sales Manager at Comerica Securities Inc
Industry Financial Services
Experience
Comerica Securities Inc 2015 - Present
Genworth Financial 2013 - 2015
Aviva USA 2012 - 2013
Waddell & Reed 2005 - 2012
New England Financial 2001 - 2004
Prudential Financial 1993 - 2001
Skills
Retirement Planning, Portfolio Management, Mutual Funds, Retirement, Series 63, Wealth Management, Series 7, Strategic Financial..., Investments, Estate Planning, Long-term Care, Investment Advisory, Asset Management, Financial Advisory, Financial Services, Securities, Asset Allocation, Financial Analysis, Series 6, 401k, Relationship Management, Financial Planning
Education
University of Illinois at Urbana-Champaign 1989 — 1993
Bachelor of Arts (BA), Economics
Comerica Securities Inc 2015 - Present
Genworth Financial 2013 - 2015
Aviva USA 2012 - 2013
Waddell & Reed 2005 - 2012
New England Financial 2001 - 2004
Prudential Financial 1993 - 2001
Skills
Retirement Planning, Portfolio Management, Mutual Funds, Retirement, Series 63, Wealth Management, Series 7, Strategic Financial..., Investments, Estate Planning, Long-term Care, Investment Advisory, Asset Management, Financial Advisory, Financial Services, Securities, Asset Allocation, Financial Analysis, Series 6, 401k, Relationship Management, Financial Planning
Education
University of Illinois at Urbana-Champaign 1989 — 1993
Bachelor of Arts (BA), Economics
Jane Royer Jane Royer's Waddell & Reed Experience January 2002 - January 2006
Job Realtor at Berkshire Hathaway Home Services Parks and Weisberg
Industry Real Estate
Experience
Berkshire Hathaway Home Services Parks and Weisberg May 2014 - Present
Taste Marketing June 2012 - Present
Jazzercise East 2009 - Present
Century 21 Joe Guy Hagan August 2011 - April 2014
ITT TECH January 2007 - January 2008
Waddell & Reed January 2002 - January 2006
U.S. BANK January 1998 - January 2001
Hilliard Lyons April 1998 - April 1999
UPS August 1993 - April 1998
Champaign and Urbana School District January 1991 - June 1992
Skills
Retirement Planning, Estate Planning, Personal Financial..., Bonds, Investments, Retirement, IRAs, Series 7, Strategic Financial..., Fixed Annuities, Investment Advisory, Financial Advisory
Education
University of Illinois at Urbana-Champaign 1988 — 1990
Master, Education
University of Illinois at Urbana-Champaign 1982 — 1986
B.A, English and Rhetoric
Berkshire Hathaway Home Services Parks and Weisberg May 2014 - Present
Taste Marketing June 2012 - Present
Jazzercise East 2009 - Present
Century 21 Joe Guy Hagan August 2011 - April 2014
ITT TECH January 2007 - January 2008
Waddell & Reed January 2002 - January 2006
U.S. BANK January 1998 - January 2001
Hilliard Lyons April 1998 - April 1999
UPS August 1993 - April 1998
Champaign and Urbana School District January 1991 - June 1992
Skills
Retirement Planning, Estate Planning, Personal Financial..., Bonds, Investments, Retirement, IRAs, Series 7, Strategic Financial..., Fixed Annuities, Investment Advisory, Financial Advisory
Education
University of Illinois at Urbana-Champaign 1988 — 1990
Master, Education
University of Illinois at Urbana-Champaign 1982 — 1986
B.A, English and Rhetoric
Justin Montague Justin Montague's Waddell & Reed Experience August 2013 - November 2013
Job System Engineer Infrastructure Delivery at Cerner Corporation
Industry Hospital & Health Care
Experience
Cerner Corporation December 2013 - Present
Waddell & Reed August 2013 - November 2013
Waddell & Reed July 2012 - August 2013
Waddell & Reed March 2011 - July 2012
Skills
Palo Alto Networks, Juniper Technologies, Cisco IOS, Cisco Nexus, Aruba Wireless, Networking, Visio, Active Directory, Disaster Recovery, Microsoft Exchange, Help Desk Support, VMware, SQL, Citrix, Software Documentation, Program Management
Education
Central Missouri State University 2005 — 2010
Bachelor of Science (B.S.), Network and System Administration/Administrator
Cerner Corporation December 2013 - Present
Waddell & Reed August 2013 - November 2013
Waddell & Reed July 2012 - August 2013
Waddell & Reed March 2011 - July 2012
Skills
Palo Alto Networks, Juniper Technologies, Cisco IOS, Cisco Nexus, Aruba Wireless, Networking, Visio, Active Directory, Disaster Recovery, Microsoft Exchange, Help Desk Support, VMware, SQL, Citrix, Software Documentation, Program Management
Education
Central Missouri State University 2005 — 2010
Bachelor of Science (B.S.), Network and System Administration/Administrator
Neel Desai Neel Desai's Waddell & Reed Experience May 2012 - August 2012
Job Technology Analyst at Goldman Sachs
Industry Information Technology and Services
Experience
Goldman Sachs July 2015 - Present
Goldman Sachs June 2014 - August 2014
Plante Moran May 2013 - August 2013
Warren Township Highschool June 2012 - August 2012
Waddell & Reed May 2012 - August 2012
Atkins Tennis Center August 2011 - January 2012
Skills
Information Technology, Information Security, IT Audit, Microsoft Office, Team Leadership, Microsoft Excel, Project Management, Business Analysis, Visual Basic, Morningstar Advisor..., Smart Office, Portfolio Management, Security Audits, IT Risk Management, Qualitative Research, SQL, Internal Controls, PowerPoint, SharePoint, Java, Web Design
Education
University of Illinois at Urbana-Champaign 2011 — 2015
Bachelor of Science (BS), Information System/Information Technology
University of Illinois at Urbana-Champaign 2011 — 2015
Bachelor of Science (BS), Business Process Management
University of Illinois at Urbana-Champaign 2011 — 2015
Minor, Technology and Management
Goldman Sachs July 2015 - Present
Goldman Sachs June 2014 - August 2014
Plante Moran May 2013 - August 2013
Warren Township Highschool June 2012 - August 2012
Waddell & Reed May 2012 - August 2012
Atkins Tennis Center August 2011 - January 2012
Skills
Information Technology, Information Security, IT Audit, Microsoft Office, Team Leadership, Microsoft Excel, Project Management, Business Analysis, Visual Basic, Morningstar Advisor..., Smart Office, Portfolio Management, Security Audits, IT Risk Management, Qualitative Research, SQL, Internal Controls, PowerPoint, SharePoint, Java, Web Design
Education
University of Illinois at Urbana-Champaign 2011 — 2015
Bachelor of Science (BS), Information System/Information Technology
University of Illinois at Urbana-Champaign 2011 — 2015
Bachelor of Science (BS), Business Process Management
University of Illinois at Urbana-Champaign 2011 — 2015
Minor, Technology and Management
Cierra Ko Cierra Ko's Waddell & Reed Experience January 2010 - January 2012
Job
Industry
Experience
USAA May 2013 - September 2013
ServiceSource January 2012 - April 2013
Waddell & Reed January 2010 - January 2012
-- 2010 - 2011
Subway September 2008 - December 2009
Skills
Multi Tasking, Customer Service, Learning Quickly, Fast-paced, Analytics, Finance, Management, Sales, Training, Employee Training, Investments, Bookkeeping, Small Business, Financial Risk, Marketing, Nonprofits, PowerPoint, Strategic Planning, Youth Development, Microsoft Word, Microsoft Excel, Microsoft Office
Education
University of Colorado Boulder - Leeds School of Business
USAA May 2013 - September 2013
ServiceSource January 2012 - April 2013
Waddell & Reed January 2010 - January 2012
-- 2010 - 2011
Subway September 2008 - December 2009
Skills
Multi Tasking, Customer Service, Learning Quickly, Fast-paced, Analytics, Finance, Management, Sales, Training, Employee Training, Investments, Bookkeeping, Small Business, Financial Risk, Marketing, Nonprofits, PowerPoint, Strategic Planning, Youth Development, Microsoft Word, Microsoft Excel, Microsoft Office
Education
University of Colorado Boulder - Leeds School of Business
Jarid Lipp's Waddell & Reed Experience March 2009 - May 2010
Job Manager, HR Systems and Reporting at Gander Mountain
Industry Staffing and Recruiting
Experience
Manag September 2015 - Present
Gander Mountain September 2012 - Present
Kforce March 2011 - September 2012
Human Capital Initiatives (HCI) August 2010 - March 2011
Carlson Catering September 2007 - July 2010
Waddell & Reed March 2009 - May 2010
Skills
Recruiting, Hiring, Sourcing, Technical Recruiting, Interviews, Human Resources, Screening Resumes, Temporary Placement, Leadership, Sales, Internet Recruiting, Screening, Applicant Tracking..., Networking, Contract Recruitment, Resume Writing, College Recruiting, Strategic Planning, Client Development, Staffing Services, Strategic Sourcing, Lead Generation, Recruitment Training, Requirements Analysis, Job Search Strategies, Dice.com, Job Description Creation, Student Recruiting, Job Search Support
Education
University of Minnesota-Twin Cities 2006 — 2010
Bachelors, Economics
University of Minnesota - Carlson School of Management 2006 — 2010
Minor, Management
Waunakee High School 2002 — 2006
Manag September 2015 - Present
Gander Mountain September 2012 - Present
Kforce March 2011 - September 2012
Human Capital Initiatives (HCI) August 2010 - March 2011
Carlson Catering September 2007 - July 2010
Waddell & Reed March 2009 - May 2010
Skills
Recruiting, Hiring, Sourcing, Technical Recruiting, Interviews, Human Resources, Screening Resumes, Temporary Placement, Leadership, Sales, Internet Recruiting, Screening, Applicant Tracking..., Networking, Contract Recruitment, Resume Writing, College Recruiting, Strategic Planning, Client Development, Staffing Services, Strategic Sourcing, Lead Generation, Recruitment Training, Requirements Analysis, Job Search Strategies, Dice.com, Job Description Creation, Student Recruiting, Job Search Support
Education
University of Minnesota-Twin Cities 2006 — 2010
Bachelors, Economics
University of Minnesota - Carlson School of Management 2006 — 2010
Minor, Management
Waunakee High School 2002 — 2006
Dustin Sanza Dustin Sanza's Waddell & Reed Experience January 2007 - August 2007
Job Field Supervisor/Contract Coordinator at Travers Tree Service
Industry Environmental Services
Experience
Travers Tree Service July 2015 - Present
Imperial Capital Bank February 2013 - June 2015
Wedbush Securities January 2009 - September 2012
Wedbush Securities August 2007 - January 2009
Waddell & Reed January 2007 - August 2007
Waddell & Reed January 2007 - August 2007
Jefferies and Company May 2005 - August 2005
Skills
Equities, Investments, Investment Banking, Finance, Financial Modeling, Valuation, Bloomberg, Hedge Funds, Capital Markets, Financial Analysis, Asset Management, Portfolio Management, Asset Allocation, Equity Research
Education
University of Colorado Boulder - Leeds School of Business 2002 — 2006
BS, Finance
Travers Tree Service July 2015 - Present
Imperial Capital Bank February 2013 - June 2015
Wedbush Securities January 2009 - September 2012
Wedbush Securities August 2007 - January 2009
Waddell & Reed January 2007 - August 2007
Waddell & Reed January 2007 - August 2007
Jefferies and Company May 2005 - August 2005
Skills
Equities, Investments, Investment Banking, Finance, Financial Modeling, Valuation, Bloomberg, Hedge Funds, Capital Markets, Financial Analysis, Asset Management, Portfolio Management, Asset Allocation, Equity Research
Education
University of Colorado Boulder - Leeds School of Business 2002 — 2006
BS, Finance
Brian Mutert Brian Mutert's Waddell & Reed Experience May 1981 - August 1984
Job President and CEO at Stratagem Partnering, Inc. and Owner, Stratagem Partnering, Inc.
Industry Investment Banking
Experience
Stratagem Partnering, Inc. January 1988 - Present
Robertson Stephens July 1984 - December 1987
Waddell & Reed May 1981 - August 1984
Skills
Mergers, Venture Capital, Corporate Development, Start-ups, Business Strategy, Finance, Investment Banking, Investments, Executive Management, M&A experience, Strategic Partnerships, Mergers & Acquisitions, Strategy, Due Diligence, Portfolio Management, Entrepreneurship, Capital, Private Equity, IPO, Private Placements, Angel Investing, Acquisitions
Education
University of Exeter 1979 — 1980
Master of Arts, Economics of Finance and Investment (MBA)
Stratagem Partnering, Inc. January 1988 - Present
Robertson Stephens July 1984 - December 1987
Waddell & Reed May 1981 - August 1984
Skills
Mergers, Venture Capital, Corporate Development, Start-ups, Business Strategy, Finance, Investment Banking, Investments, Executive Management, M&A experience, Strategic Partnerships, Mergers & Acquisitions, Strategy, Due Diligence, Portfolio Management, Entrepreneurship, Capital, Private Equity, IPO, Private Placements, Angel Investing, Acquisitions
Education
University of Exeter 1979 — 1980
Master of Arts, Economics of Finance and Investment (MBA)
Carissa Swanwick's Waddell & Reed Experience October 2007 - January 2014
Job Assistant Vice President at Federal Reserve Bank of Kansas City
Industry Financial Services
Experience
Federal Reserve Bank of Kansas City September 2015 - Present
Waddell & Reed / Ivy Funds January 2014 - September 2015
Waddell & Reed October 2007 - January 2014
Waddell & Reed July 2006 - October 2007
Hartford Life July 2002 - July 2006
Aquila June 2001 - July 2002
Accenture 2000 - 2001
Skills
Business Strategy, Management, Strategic Planning, Business Intelligence, Strategy, Business Analysis, Financial Services, Leadership, Analytics, Business Process..., Process Improvement, SDLC, Business Planning, Consulting, Market Research, Management Consulting, Tableau
Education
University of Kansas - Graduate School of Business 2007 — 2012
MBA, Strategic Management, 4.0
University of Nebraska-Lincoln 1995 — 2000
Bachelor of Science (BS), Construction Management
Federal Reserve Bank of Kansas City September 2015 - Present
Waddell & Reed / Ivy Funds January 2014 - September 2015
Waddell & Reed October 2007 - January 2014
Waddell & Reed July 2006 - October 2007
Hartford Life July 2002 - July 2006
Aquila June 2001 - July 2002
Accenture 2000 - 2001
Skills
Business Strategy, Management, Strategic Planning, Business Intelligence, Strategy, Business Analysis, Financial Services, Leadership, Analytics, Business Process..., Process Improvement, SDLC, Business Planning, Consulting, Market Research, Management Consulting, Tableau
Education
University of Kansas - Graduate School of Business 2007 — 2012
MBA, Strategic Management, 4.0
University of Nebraska-Lincoln 1995 — 2000
Bachelor of Science (BS), Construction Management
Stephenie Jackson-Meriwether's Waddell & Reed Experience January 2003 - January 2005
Job Corporate Tax Analyst at US Airways
Industry Airlines/Aviation
Experience
US Airways September 2006 - Present
AIG February 2005 - September 2006
Waddell & Reed January 2003 - January 2005
Skills
Property Tax, Airlines, Sales & Use Tax, Fuel Tax, Aviation, Sales, Financial Modeling, Data Analysis, Analysis, Airports, Aircraft, Commercial Aviation, Flights, SAS, Customer Service, Financial Analysis, Business Analysis, Operations Research, VBA, Microsoft Excel, Corporate Finance, Valuation, Process Improvement, Life & Health Insurance..., Quantitative Analytics
Education
University of Kentucky
BS, Agricultural Economics
University of Kentucky
BS, Accounting and Related Services
US Airways September 2006 - Present
AIG February 2005 - September 2006
Waddell & Reed January 2003 - January 2005
Skills
Property Tax, Airlines, Sales & Use Tax, Fuel Tax, Aviation, Sales, Financial Modeling, Data Analysis, Analysis, Airports, Aircraft, Commercial Aviation, Flights, SAS, Customer Service, Financial Analysis, Business Analysis, Operations Research, VBA, Microsoft Excel, Corporate Finance, Valuation, Process Improvement, Life & Health Insurance..., Quantitative Analytics
Education
University of Kentucky
BS, Agricultural Economics
University of Kentucky
BS, Accounting and Related Services
Daniel Otto Daniel Otto's Waddell & Reed Experience February 2005 - August 2006
Job Controller at MinnDak Farmers Cooperative
Industry Food Production
Experience
Minn-Dak Farmers Cooperative July 2014 - Present
Polaris Industries June 2011 - July 2014
Chrysler Group Global Electric Motorcars, LLC August 2006 - June 2011
Waddell & Reed February 2005 - August 2006
Skills
Financial Reporting, Executive Reporting, Reporting & Analysis, SAP, IBM AS/400, Microsoft Office, Budget Forecasts, Financial Forecasting, Forecasting, Budget Process, Budget Reconciliation, Communication Skills, Analysis, Strategic Planning, Business Strategy, Strategic Financial..., Preparation of Business..., Business Case Modelling, P&L Responsibility, Experience working with..., Work Ethic, Works well with a team, Works well with people, Work Independently with..., Working with Vague or..., Flexibility, Adaptability, Establishing Priorities, Organization &..., Handle Multiple..., Accepting Responsibility, Motivated by Challenge, Ad Hoc Reporting, Financial Accounting, International..., Pricing Strategy, Risk Assessment, Accounts Receivable, Accounts Payable, Cash Management, General Ledger, Sales & Use Tax...
Education
University of Minnesota - Carlson School of Management 2000 — 2003
Bachelor's degree, Accounting
University of Minnesota - Carlson School of Management
Bachelor's Degree, Accounting, 4.0
Minn-Dak Farmers Cooperative July 2014 - Present
Polaris Industries June 2011 - July 2014
Chrysler Group Global Electric Motorcars, LLC August 2006 - June 2011
Waddell & Reed February 2005 - August 2006
Skills
Financial Reporting, Executive Reporting, Reporting & Analysis, SAP, IBM AS/400, Microsoft Office, Budget Forecasts, Financial Forecasting, Forecasting, Budget Process, Budget Reconciliation, Communication Skills, Analysis, Strategic Planning, Business Strategy, Strategic Financial..., Preparation of Business..., Business Case Modelling, P&L Responsibility, Experience working with..., Work Ethic, Works well with a team, Works well with people, Work Independently with..., Working with Vague or..., Flexibility, Adaptability, Establishing Priorities, Organization &..., Handle Multiple..., Accepting Responsibility, Motivated by Challenge, Ad Hoc Reporting, Financial Accounting, International..., Pricing Strategy, Risk Assessment, Accounts Receivable, Accounts Payable, Cash Management, General Ledger, Sales & Use Tax...
Education
University of Minnesota - Carlson School of Management 2000 — 2003
Bachelor's degree, Accounting
University of Minnesota - Carlson School of Management
Bachelor's Degree, Accounting, 4.0
Vasilios Manios, RFC® Vasilios Manios, RFC®'s Waddell & Reed Experience January 2013 - January 2014
Job MBA/MSFinance Candidate at University of Michigan
Industry Financial Services
Experience
Waddell & Reed January 2013 - January 2014
First Investors July 2012 - December 2012
Skills
Financial Analysis, Investments, Investment Strategies, Asset Management, Financial Planning, Fixed Annuities, Uniform Combined State..., Economics, Asset Allocation, Mutual Funds, Retirement Planning, Securities, Series 63, Wealth Management, Equities, Strategic Financial..., Equity Research, Bloomberg Terminal, Life Insurance, Series 6, Variable Annuities, 401k, 529 Plans, College Savings Plans, Series 65, Estate Planning, Business Valuation, Annuities, Variable Contracts, Bonds, 403 b, Investment Advisory...
Education
University of Michigan-Dearborn 2014 — 2019
Master of Business Administration (MBA), Master of Finance (MS-F)
University of Michigan 2008 — 2012
Bachelor of Arts (BA), Economics
Waddell & Reed January 2013 - January 2014
First Investors July 2012 - December 2012
Skills
Financial Analysis, Investments, Investment Strategies, Asset Management, Financial Planning, Fixed Annuities, Uniform Combined State..., Economics, Asset Allocation, Mutual Funds, Retirement Planning, Securities, Series 63, Wealth Management, Equities, Strategic Financial..., Equity Research, Bloomberg Terminal, Life Insurance, Series 6, Variable Annuities, 401k, 529 Plans, College Savings Plans, Series 65, Estate Planning, Business Valuation, Annuities, Variable Contracts, Bonds, 403 b, Investment Advisory...
Education
University of Michigan-Dearborn 2014 — 2019
Master of Business Administration (MBA), Master of Finance (MS-F)
University of Michigan 2008 — 2012
Bachelor of Arts (BA), Economics
Sean Middleton's Waddell & Reed Experience July 2008 - May 2009
Job Solutions Architect at Promontory Risk Review
Industry Financial Services
Experience
Promontory Risk Review March 2015 - Present
Promontory Financial Group, LLC October 2011 - March 2015
Rutt Bridges Venture Capital Fund September 2012 - July 2013
Specialized Loan Servicing July 2011 - October 2011
Specialized Loan Servicing July 2010 - July 2011
ISGN May 2009 - July 2010
Waddell & Reed July 2008 - May 2009
Department of Economics, CU Boulder January 2005 - 2007
Skills
Mortgage, Foreclosures, Compliance, Process Improvement, Quality Assurance, Loss Mitigation, Mortgage Lending, Underwriting, Loans, Short Sales, Loan Modifications, Bankruptcy, Financial Services, Financial Analysis, Loan Servicing, Banking, Data Analysis, Credit, Mortgage Banking, Management, Residential Mortgages, Due Diligence, Loan Origination, Start-ups, Mortgage Servicing, Portfolio Management
Education
University of Colorado at Denver 2012 — 2016
Master of Arts (M.A.), Economics
University of Colorado Boulder 2004 — 2008
Economic, Political Science
Promontory Risk Review March 2015 - Present
Promontory Financial Group, LLC October 2011 - March 2015
Rutt Bridges Venture Capital Fund September 2012 - July 2013
Specialized Loan Servicing July 2011 - October 2011
Specialized Loan Servicing July 2010 - July 2011
ISGN May 2009 - July 2010
Waddell & Reed July 2008 - May 2009
Department of Economics, CU Boulder January 2005 - 2007
Skills
Mortgage, Foreclosures, Compliance, Process Improvement, Quality Assurance, Loss Mitigation, Mortgage Lending, Underwriting, Loans, Short Sales, Loan Modifications, Bankruptcy, Financial Services, Financial Analysis, Loan Servicing, Banking, Data Analysis, Credit, Mortgage Banking, Management, Residential Mortgages, Due Diligence, Loan Origination, Start-ups, Mortgage Servicing, Portfolio Management
Education
University of Colorado at Denver 2012 — 2016
Master of Arts (M.A.), Economics
University of Colorado Boulder 2004 — 2008
Economic, Political Science
David Latlip's Waddell & Reed Experience April 2000 - Present
Job Director of Marketing Programs at Waddell & Reed
Industry Financial Services
Experience
Waddell & Reed April 2000 - Present
American Century Investments June 1998 - April 2000
Crystal Clear Window Washing August 1995 - December 1997
Skills
Retirement Planning, Financial Services, Mutual Funds, Marketing, Series 6, Strategic Financial..., Series 7, Investments, Retirement, Financial Analysis, Project Management, Process Improvement, Relationship Management
Education
Webster University 2000 — 2005
MBA, Business
University of Missouri-Columbia 1993 — 1997
Bachelor of Science-Business Administration, Marketing
Waddell & Reed April 2000 - Present
American Century Investments June 1998 - April 2000
Crystal Clear Window Washing August 1995 - December 1997
Skills
Retirement Planning, Financial Services, Mutual Funds, Marketing, Series 6, Strategic Financial..., Series 7, Investments, Retirement, Financial Analysis, Project Management, Process Improvement, Relationship Management
Education
Webster University 2000 — 2005
MBA, Business
University of Missouri-Columbia 1993 — 1997
Bachelor of Science-Business Administration, Marketing
Kyle Laube's Waddell & Reed Experience May 2009 - February 2012
Job Associate Wealth Management Advisor at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual May 2013 - Present
US Banccorp February 2012 - May 2013
Waddell & Reed May 2009 - February 2012
Skills
Investments, Finance, Series 7, Financial Planning, Wealth Management, Leadership, Financial Advisory, Strategic Financial..., Microsoft Office, Morningstar, Customer Service, Client Development, Account Management, Microsoft Excel, Mutual Funds, Investment Advisory, Insurance, Life Insurance, Fixed Annuities, Retirement, Market Analysis, Financial Analysis, Financial Reporting, Consulting, Market Research, Coordinating Events, Relationship Management, Investor Relations, Highly detail oriented, Portfolio Management, Asset Management, Asset Allocation, Retirement Planning, Securities, Personal Financial..., Series 63, Financial Services, Equities, Marketing, Wealth, Risk Management, Investment Strategies, 401k, Strategic Planning
Education
University of Minnesota-Duluth 2005 — 2010
Bachelor of Business Admonistration, Finance and Marketing
Northwestern Mutual May 2013 - Present
US Banccorp February 2012 - May 2013
Waddell & Reed May 2009 - February 2012
Skills
Investments, Finance, Series 7, Financial Planning, Wealth Management, Leadership, Financial Advisory, Strategic Financial..., Microsoft Office, Morningstar, Customer Service, Client Development, Account Management, Microsoft Excel, Mutual Funds, Investment Advisory, Insurance, Life Insurance, Fixed Annuities, Retirement, Market Analysis, Financial Analysis, Financial Reporting, Consulting, Market Research, Coordinating Events, Relationship Management, Investor Relations, Highly detail oriented, Portfolio Management, Asset Management, Asset Allocation, Retirement Planning, Securities, Personal Financial..., Series 63, Financial Services, Equities, Marketing, Wealth, Risk Management, Investment Strategies, 401k, Strategic Planning
Education
University of Minnesota-Duluth 2005 — 2010
Bachelor of Business Admonistration, Finance and Marketing
Alex Radetsky, MBA Alex Radetsky, MBA's Waddell & Reed Experience July 2011 - September 2011
Job Recent MBA graduate
Industry Financial Services
Experience
Waddell & Reed July 2011 - September 2011
Integrate.com June 2010 - September 2010
Skills
CRM, Financial Analysis, Microsoft Excel, Financial Modeling, Microsoft Office, PowerPoint, Customer Service, Microsoft Word, Accounting, Leadership, Finance, Corporate Finance, Bloomberg Terminal, Analysis, Market Research, Data Analysis
Education
University of Colorado at Denver 2012 — 2014
Master of Business Administration (M.B.A.), Finance specialization
University of Denver - Daniels College of Business 2008 — 2012
BSBA, General Business
University of Westminster, Westminster Business School 2010 — 2010
Denver South High School Class of 2008 2004 — 2008
Waddell & Reed July 2011 - September 2011
Integrate.com June 2010 - September 2010
Skills
CRM, Financial Analysis, Microsoft Excel, Financial Modeling, Microsoft Office, PowerPoint, Customer Service, Microsoft Word, Accounting, Leadership, Finance, Corporate Finance, Bloomberg Terminal, Analysis, Market Research, Data Analysis
Education
University of Colorado at Denver 2012 — 2014
Master of Business Administration (M.B.A.), Finance specialization
University of Denver - Daniels College of Business 2008 — 2012
BSBA, General Business
University of Westminster, Westminster Business School 2010 — 2010
Denver South High School Class of 2008 2004 — 2008
Richard Becker Richard Becker's Waddell & Reed Experience July 2008 - May 2010
Job General Partner at Texas Infinite Wealth Planners
Industry Financial Services
Experience
Texas Infinite Wealth Planners May 2014 - Present
VALIC May 2010 - May 2014
Waddell & Reed July 2008 - May 2010
www.competeforloans.com February 2001 - May 2010
US Profit Associates January 2000 - May 2010
Profit Systems International December 1999 - July 2000
International Profit Associates February 1998 - March 2000
Chas P Young April 1997 - February 1998
Prudential Securities September 1995 - March 1997
Japanese Ministries of Home Affairs, Foreign Affairs and Education July 1989 - August 1995
Skills
Strategic Financial..., Start-ups, Finance, Financial Analysis, Entrepreneurship, Business Planning, Portfolio Management, Customer Service, Small Business, Online Advertising, Budgets, Management, Marketing Strategy, Retirement Planning, Strategic Planning, Direct Marketing, New Business Development, Business Strategy, Public Speaking, CRM, Insurance, Management Consulting, Sales Management, Team Building, Due Diligence, Analysis, Leadership, Mortgage Lending, B2B, Mutual Funds, Forecasting, Online Marketing, Coaching, Business Analysis, Valuation, Program Management, Accounting, Retirement, Investments, Sales, Series 7, Equities, Loans, Asset Allocation, Estate Planning, Mergers, Financial Planning, Business Management, Customer Relations, Budgeting
Education
University of Colorado Boulder 1990 — 1992
MA
University of Colorado Boulder 1985 — 1989
BA
Texas Infinite Wealth Planners May 2014 - Present
VALIC May 2010 - May 2014
Waddell & Reed July 2008 - May 2010
www.competeforloans.com February 2001 - May 2010
US Profit Associates January 2000 - May 2010
Profit Systems International December 1999 - July 2000
International Profit Associates February 1998 - March 2000
Chas P Young April 1997 - February 1998
Prudential Securities September 1995 - March 1997
Japanese Ministries of Home Affairs, Foreign Affairs and Education July 1989 - August 1995
Skills
Strategic Financial..., Start-ups, Finance, Financial Analysis, Entrepreneurship, Business Planning, Portfolio Management, Customer Service, Small Business, Online Advertising, Budgets, Management, Marketing Strategy, Retirement Planning, Strategic Planning, Direct Marketing, New Business Development, Business Strategy, Public Speaking, CRM, Insurance, Management Consulting, Sales Management, Team Building, Due Diligence, Analysis, Leadership, Mortgage Lending, B2B, Mutual Funds, Forecasting, Online Marketing, Coaching, Business Analysis, Valuation, Program Management, Accounting, Retirement, Investments, Sales, Series 7, Equities, Loans, Asset Allocation, Estate Planning, Mergers, Financial Planning, Business Management, Customer Relations, Budgeting
Education
University of Colorado Boulder 1990 — 1992
MA
University of Colorado Boulder 1985 — 1989
BA
Chris Norbury Chris Norbury's Waddell & Reed Experience July 1984 - 1988
Job Freelance writer and novelist
Industry Writing and Editing
Experience
self-employed February 2010 - Present
self-employed April 1988 - Present
Surdyk's Liquors 1992 - 1994
Richards Liquors 1990 - 1992
Waddell & Reed July 1984 - 1988
Carlton MN school district August 1978 - June 1984
Skills
Freelance Writing, Creative Writing, Magazine Articles, Feature Articles, Opinion Writing, Essayist, Music Reviews, Literature Reviews, Fiction Writing, Genre Fiction, Suspense, Short Stories, Investments, Equities, Mutual Funds, Commodity Markets, Retirement Planning, Finance, Strategic Financial..., Politics, Economics, Music Education, Jazz Education, Jazz Band, Orchestral Music, Public Speaking, wine consultant/educator, BWCAW canoeing/camping..., knowledgeable about..., Avid Golfer, Blogging, Book Reviews, Fiction, Non-fiction, Travel Writing, Published Author, Sales, Social Media, Strategic Planning, Customer Service, Microsoft Office
Education
University of Minnesota-Twin Cities 1975 — 1978
BS, Music Teacher Education
University of Miami 1973 — 1974
None, Jazz Studies 1 year
self-employed February 2010 - Present
self-employed April 1988 - Present
Surdyk's Liquors 1992 - 1994
Richards Liquors 1990 - 1992
Waddell & Reed July 1984 - 1988
Carlton MN school district August 1978 - June 1984
Skills
Freelance Writing, Creative Writing, Magazine Articles, Feature Articles, Opinion Writing, Essayist, Music Reviews, Literature Reviews, Fiction Writing, Genre Fiction, Suspense, Short Stories, Investments, Equities, Mutual Funds, Commodity Markets, Retirement Planning, Finance, Strategic Financial..., Politics, Economics, Music Education, Jazz Education, Jazz Band, Orchestral Music, Public Speaking, wine consultant/educator, BWCAW canoeing/camping..., knowledgeable about..., Avid Golfer, Blogging, Book Reviews, Fiction, Non-fiction, Travel Writing, Published Author, Sales, Social Media, Strategic Planning, Customer Service, Microsoft Office
Education
University of Minnesota-Twin Cities 1975 — 1978
BS, Music Teacher Education
University of Miami 1973 — 1974
None, Jazz Studies 1 year
Johnny B. Galaviz Johnny B. Galaviz's Waddell & Reed Experience May 2014 - December 2014
Job Financial Advisor
Industry Financial Services
Experience
E*TRADE Financial Corporation March 2015 - Present
University of Houston-Clear Lake July 2011 - Present
The City of Houston Mayor's Anti-Gang Office January 2011 - Present
Waddell & Reed May 2014 - December 2014
United Way of Greater Houston October 2009 - July 2014
First Investors Corporation February 2008 - May 2014
Moody National Bank April 2003 - April 2007
EZ Pawn August 2000 - January 2003
Education
University of Houston-Clear Lake 2004 — 2007
Bachelor of Business Administration (BBA)
E*TRADE Financial Corporation March 2015 - Present
University of Houston-Clear Lake July 2011 - Present
The City of Houston Mayor's Anti-Gang Office January 2011 - Present
Waddell & Reed May 2014 - December 2014
United Way of Greater Houston October 2009 - July 2014
First Investors Corporation February 2008 - May 2014
Moody National Bank April 2003 - April 2007
EZ Pawn August 2000 - January 2003
Education
University of Houston-Clear Lake 2004 — 2007
Bachelor of Business Administration (BBA)
Charles Clemons Charles Clemons's Waddell & Reed Experience October 2009 - December 2013
Job Sr. Wealth Manager at Insight Wealth Planning
Industry Financial Services
Experience
Insight Wealth Planning December 2013 - Present
Waddell & Reed October 2009 - December 2013
Pacific Cornerstone Capital September 2007 - October 2009
Prudential Financial March 2006 - September 2007
Allstate Financial 1999 - March 2006
Skills
Series 63, Mutual Funds, Series 7, Program Management, Investments, Customer Service, Insurance, Leadership, Strategic Planning, Fixed Annuities, Financial Analysis, Budgets, Team Building, Microsoft Office, Project Management, Public Speaking, Analysis, Cross-functional Team..., Microsoft Excel, Retirement Planning, Event Planning, Marketing Strategy, Management, Nonprofits, Sales, Marketing, Strategy
Education
University of Illinois at Urbana-Champaign
Brother Rice High School
Holy Angels
Insight Wealth Planning December 2013 - Present
Waddell & Reed October 2009 - December 2013
Pacific Cornerstone Capital September 2007 - October 2009
Prudential Financial March 2006 - September 2007
Allstate Financial 1999 - March 2006
Skills
Series 63, Mutual Funds, Series 7, Program Management, Investments, Customer Service, Insurance, Leadership, Strategic Planning, Fixed Annuities, Financial Analysis, Budgets, Team Building, Microsoft Office, Project Management, Public Speaking, Analysis, Cross-functional Team..., Microsoft Excel, Retirement Planning, Event Planning, Marketing Strategy, Management, Nonprofits, Sales, Marketing, Strategy
Education
University of Illinois at Urbana-Champaign
Brother Rice High School
Holy Angels
Leah Guttstein's Waddell & Reed Experience May 2012 - August 2012
Job Fund Accountant II at Jackson National Asset Management, LLC
Industry Financial Services
Experience
Jackson National Asset Management, LLC September 2015 - Present
Jackson National Asset Management, LLC June 2014 - September 2015
Groupon April 2013 - June 2014
Lisa Castle CPA January 2013 - April 2013
Blue Grass Community Foundation October 2012 - April 2013
University of Kentucky August 2010 - December 2012
Waddell & Reed May 2012 - August 2012
Vera Bradley April 2012 - August 2012
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Customer Service, Data Analysis, Research, Time Management, Public Speaking, Access, Investments, Outlook, Leadership, Critical Thinking, Marketing
Education
University of Kentucky 2009 — 2012
Bachelor of Business Administration (B.B.A.), Finance
Centerville High School 2005 — 2009
Jackson National Asset Management, LLC September 2015 - Present
Jackson National Asset Management, LLC June 2014 - September 2015
Groupon April 2013 - June 2014
Lisa Castle CPA January 2013 - April 2013
Blue Grass Community Foundation October 2012 - April 2013
University of Kentucky August 2010 - December 2012
Waddell & Reed May 2012 - August 2012
Vera Bradley April 2012 - August 2012
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Customer Service, Data Analysis, Research, Time Management, Public Speaking, Access, Investments, Outlook, Leadership, Critical Thinking, Marketing
Education
University of Kentucky 2009 — 2012
Bachelor of Business Administration (B.B.A.), Finance
Centerville High School 2005 — 2009
Brian Rozynski's Waddell & Reed Experience May 2010 - August 2010
Job Account Executive at Crystal & Company
Industry Financial Services
Experience
Crystal & Company May 2012 - Present
Mercury Insurance May 2011 - May 2012
Waddell & Reed May 2010 - August 2010
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Teamwork, Financial Analysis, Research, Social Media, Public Speaking, English, Windows, Team Leadership, Financial Modeling, Insurance
Education
University of Hartford 2007 — 2011
Bachelor of Business Administration (BBA), Business Administration and Management, General
Crystal & Company May 2012 - Present
Mercury Insurance May 2011 - May 2012
Waddell & Reed May 2010 - August 2010
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Teamwork, Financial Analysis, Research, Social Media, Public Speaking, English, Windows, Team Leadership, Financial Modeling, Insurance
Education
University of Hartford 2007 — 2011
Bachelor of Business Administration (BBA), Business Administration and Management, General
Stephen Saladrigas CFP, ChFC Stephen Saladrigas CFP, ChFC's Waddell & Reed Experience January 2009 - November 2009
Job Vice PresidentRegional Financial Consultant at Mutual of America
Industry Financial Services
Experience
Mutual of America April 2014 - Present
Fidelity Investments November 2009 - September 2013
Waddell & Reed January 2009 - November 2009
Wells Fargo Advisors January 2005 - January 2009
Wells Fargo Advisors 1997 - January 2005
Ameriprise Financial Services, Inc. 1991 - 1997
Skills
Financial Services, Series 7, Series 63, Series 65, Series 9 & 10, Leadership, Sales, Management, Financial Advisory, Mutual Funds, Strategic Partnerships, Capital Markets, Sales Operations, Asset Allocation, Retirement Planning, Recruiting, Team Leadership, Sales Motivation, Sales Management, Career Development..., Public Speaking, Inside Sales
Education
University of Colorado at Boulder 1985 — 1990
Bachelor's degree, Political Science and Government
Mutual of America April 2014 - Present
Fidelity Investments November 2009 - September 2013
Waddell & Reed January 2009 - November 2009
Wells Fargo Advisors January 2005 - January 2009
Wells Fargo Advisors 1997 - January 2005
Ameriprise Financial Services, Inc. 1991 - 1997
Skills
Financial Services, Series 7, Series 63, Series 65, Series 9 & 10, Leadership, Sales, Management, Financial Advisory, Mutual Funds, Strategic Partnerships, Capital Markets, Sales Operations, Asset Allocation, Retirement Planning, Recruiting, Team Leadership, Sales Motivation, Sales Management, Career Development..., Public Speaking, Inside Sales
Education
University of Colorado at Boulder 1985 — 1990
Bachelor's degree, Political Science and Government
Mike Nohalty, CFA's Waddell & Reed Experience January 2000 - September 2003
Job Investment Officer Public Equity at Kentucky Teachers' Retirement System
Industry Investment Management
Experience
Kentucky Teachers' Retirement System December 2007 - Present
JPMorgan Chase September 2003 - December 2007
Waddell & Reed January 2000 - September 2003
Skills
Portfolio Management, Equity Trading, Investments, Asset Managment, Equities, Financial Analysis, Financial Modeling, Wealth Management, Securities, Retirement Planning, Strategic Planning, Strategic Financial..., Mutual Funds, Hedge Funds, Investment Strategies, Accounting, Capital Markets, Alternative Investments, Investment Advisory, Fixed Income, Derivatives, Asset Allocation, Asset Management, Corporate Finance, Financial Reporting, Investment Management, Valuation, Finance, Trading, Risk Management, Bloomberg, Financial Services, Bloomberg Terminal, Equity Research
Education
University of Louisville 1990 — 1995
BSB, Finance Major; International Business Minor
Trinity High School 1986 — 1990
Kentucky Teachers' Retirement System December 2007 - Present
JPMorgan Chase September 2003 - December 2007
Waddell & Reed January 2000 - September 2003
Skills
Portfolio Management, Equity Trading, Investments, Asset Managment, Equities, Financial Analysis, Financial Modeling, Wealth Management, Securities, Retirement Planning, Strategic Planning, Strategic Financial..., Mutual Funds, Hedge Funds, Investment Strategies, Accounting, Capital Markets, Alternative Investments, Investment Advisory, Fixed Income, Derivatives, Asset Allocation, Asset Management, Corporate Finance, Financial Reporting, Investment Management, Valuation, Finance, Trading, Risk Management, Bloomberg, Financial Services, Bloomberg Terminal, Equity Research
Education
University of Louisville 1990 — 1995
BSB, Finance Major; International Business Minor
Trinity High School 1986 — 1990
Erin Simon Erin Simon's Waddell & Reed Experience September 2011 - February 2013
Job Assistant Transportation Supervisor at Newington Public Schools
Industry Public Policy
Experience
Newington Public Schools April 2015 - Present
Newington Board of Education October 2010 - Present
Simon Says Stable March 2012 - Present
Waddell & Reed September 2011 - February 2013
Vaquero Training Center May 2005 - September 2011
Newington Board of Education August 2010 - April 2011
Newington Board of Educaton May 2009 - September 2010
Skills
Community Outreach, Event Planning, Public Speaking, Social Media, Policy Analysis, Microsoft Word, Higher Education, Volunteer Management, Public Relations, Leadership Development, Policy, Event Management, Editing, Program Development, Staff Development
Education
University of Connecticut 2008 — 2010
MA, Public Administration
Westfield State University 2004 — 2008
BA, English, Political Science
Suffield Academy 2000 — 2004
Newington Public Schools April 2015 - Present
Newington Board of Education October 2010 - Present
Simon Says Stable March 2012 - Present
Waddell & Reed September 2011 - February 2013
Vaquero Training Center May 2005 - September 2011
Newington Board of Education August 2010 - April 2011
Newington Board of Educaton May 2009 - September 2010
Skills
Community Outreach, Event Planning, Public Speaking, Social Media, Policy Analysis, Microsoft Word, Higher Education, Volunteer Management, Public Relations, Leadership Development, Policy, Event Management, Editing, Program Development, Staff Development
Education
University of Connecticut 2008 — 2010
MA, Public Administration
Westfield State University 2004 — 2008
BA, English, Political Science
Suffield Academy 2000 — 2004
Nicolle Lewis's Waddell & Reed Experience May 2011 - August 2011
Job Accountant at Zayo Group
Industry Financial Services
Experience
Zayo Group 2015 - Present
Wideopenwest 2014 - 2015
FirstBank June 2012 - June 2014
University of Colorado, Leeds School of Business August 2010 - June 2012
University of Colorado at Boulder August 2010 - December 2011
Waddell & Reed May 2011 - August 2011
Cox Baker & Page, LLC March 2007 - December 2010
Skills
Microsoft Excel, Data Analysis, Process Improvement, Research, Microsoft Word, Analysis, Financial Analysis, Management
Education
Regis University 2014 — 2015
Master of Science (M.S.), Accounting, 4.0
University of Colorado at Boulder - Leeds School of Business 2008 — 2012
Business Administration, Management - Operations
Zayo Group 2015 - Present
Wideopenwest 2014 - 2015
FirstBank June 2012 - June 2014
University of Colorado, Leeds School of Business August 2010 - June 2012
University of Colorado at Boulder August 2010 - December 2011
Waddell & Reed May 2011 - August 2011
Cox Baker & Page, LLC March 2007 - December 2010
Skills
Microsoft Excel, Data Analysis, Process Improvement, Research, Microsoft Word, Analysis, Financial Analysis, Management
Education
Regis University 2014 — 2015
Master of Science (M.S.), Accounting, 4.0
University of Colorado at Boulder - Leeds School of Business 2008 — 2012
Business Administration, Management - Operations
David Triassi David Triassi's Waddell & Reed Experience May 2012 - July 2012
Job Retail Sales Representative at The Hershey Company
Industry Consumer Goods
Experience
The Hershey Company June 2013 - Present
University of Florida October 2012 - December 2012
Waddell & Reed May 2012 - July 2012
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Teamwork, Social Media, Time Management, Strategic Consulting, Business Planning, Microsoft Office, Marketing, Market Research, Entrepreneurship, Data Analysis
Education
University of Florida 2012 — 2013
Master of Science (MS), Entrepreneurship/Entrepreneurial Studies
University of Florida 2009 — 2012
Bachelor of Science (BS), Finance, General
The Hershey Company June 2013 - Present
University of Florida October 2012 - December 2012
Waddell & Reed May 2012 - July 2012
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Teamwork, Social Media, Time Management, Strategic Consulting, Business Planning, Microsoft Office, Marketing, Market Research, Entrepreneurship, Data Analysis
Education
University of Florida 2012 — 2013
Master of Science (MS), Entrepreneurship/Entrepreneurial Studies
University of Florida 2009 — 2012
Bachelor of Science (BS), Finance, General
Brennan Nagle, CPA's Waddell & Reed Experience July 2008 - August 2008
Job Senior Staff Auditor at Crowe Horwath LLP
Industry Accounting
Experience
Crowe Horwath LLP August 2013 - Present
Crowe Horwath LLP September 2011 - July 2013
University of Illinois at Urbana-Champaign August 2010 - December 2010
Bunge May 2010 - August 2010
Crowe Horwath LLP January 2009 - April 2009
Waddell & Reed July 2008 - August 2008
V3 Companies May 2008 - July 2008
Education
University of Illinois at Urbana-Champaign - College of Business 2010 — 2011
Masters, Accountancy
University of Illinois at Urbana-Champaign 2006 — 2010
Bachelors
Crowe Horwath LLP August 2013 - Present
Crowe Horwath LLP September 2011 - July 2013
University of Illinois at Urbana-Champaign August 2010 - December 2010
Bunge May 2010 - August 2010
Crowe Horwath LLP January 2009 - April 2009
Waddell & Reed July 2008 - August 2008
V3 Companies May 2008 - July 2008
Education
University of Illinois at Urbana-Champaign - College of Business 2010 — 2011
Masters, Accountancy
University of Illinois at Urbana-Champaign 2006 — 2010
Bachelors
Timothy Annee's Waddell & Reed Experience October 2012 - February 2013
Job Investment Advisor at Logan Lavelle & Hunt
Industry Financial Services
Experience
Logan Lavelle Hunt Insurance & Wealth Management May 2015 - Present
Thrivent Financial for Lutherans February 2013 - February 2014
Waddell & Reed October 2012 - February 2013
Thurston Springer June 2011 - February 2013
PNC December 2009 - June 2011
Huntington National Bank March 2005 - October 2009
Morgan Keegan 2004 - 2006
Chase 2000 - 2004
Bank One 2000 - 2002
Indiana Farm Bureau Insurance 1990 - 1993
Skills
Banking, High Net Worth..., Strategic Financial..., Asset Managment, Recruiting, Management, Sales, Series 65, PowerPoint, Uniform Combined State..., Wealth Preservation..., Multi-generational..., Wealth Accumulation..., Estate Preservation, College Education..., Permanent Life Insurance, Holistic Financial..., 401k Rollovers, Retirement Planning, Wealth Management, Fixed Annuities, Mutual Funds, Estate Planning, Wealth, Series 6, Financial Planners, Life Insurance, Risk Management, Investment Advisory, Financial Services, Insurance, Securities, Financial Planning
Education
University of Indianapolis 1985 — 1989
Bachelor of Science (BS), Secondary Education and Teaching
Roncalli High School / Catholic 1982 — 1985
GED, High School
Logan Lavelle Hunt Insurance & Wealth Management May 2015 - Present
Thrivent Financial for Lutherans February 2013 - February 2014
Waddell & Reed October 2012 - February 2013
Thurston Springer June 2011 - February 2013
PNC December 2009 - June 2011
Huntington National Bank March 2005 - October 2009
Morgan Keegan 2004 - 2006
Chase 2000 - 2004
Bank One 2000 - 2002
Indiana Farm Bureau Insurance 1990 - 1993
Skills
Banking, High Net Worth..., Strategic Financial..., Asset Managment, Recruiting, Management, Sales, Series 65, PowerPoint, Uniform Combined State..., Wealth Preservation..., Multi-generational..., Wealth Accumulation..., Estate Preservation, College Education..., Permanent Life Insurance, Holistic Financial..., 401k Rollovers, Retirement Planning, Wealth Management, Fixed Annuities, Mutual Funds, Estate Planning, Wealth, Series 6, Financial Planners, Life Insurance, Risk Management, Investment Advisory, Financial Services, Insurance, Securities, Financial Planning
Education
University of Indianapolis 1985 — 1989
Bachelor of Science (BS), Secondary Education and Teaching
Roncalli High School / Catholic 1982 — 1985
GED, High School
Corey P. Collins Corey P. Collins's Waddell & Reed Experience January 2011 - January 2014
Job Project Analyst at Partners HealthCare
Industry Information Technology and Services
Experience
Partners HealthCare November 2014 - Present
Collins Management Inc. January 2006 - November 2014
Waddell & Reed January 2011 - January 2014
Tugboats Fine Food and Grog May 2004 - May 2005
Skills
Series 6, Series 63
Education
University of Massachusetts Lowell 2006 — 2010
Partners HealthCare November 2014 - Present
Collins Management Inc. January 2006 - November 2014
Waddell & Reed January 2011 - January 2014
Tugboats Fine Food and Grog May 2004 - May 2005
Skills
Series 6, Series 63
Education
University of Massachusetts Lowell 2006 — 2010
Niral Panchal's Waddell & Reed Experience August 2011 - December 2011
Job Senior Financial Analyst at American Express
Industry Financial Services
Experience
American Express May 2015 - Present
American Express July 2014 - May 2015
Hertz June 2013 - May 2014
Hertz October 2012 - June 2013
TD July 2012 - December 2012
Waddell & Reed August 2011 - December 2011
Best Buy October 2009 - October 2011
Skills
Management, Pricing, Segmentation, Microsoft Office, Pricing Strategy, Forecasting, Customer Service, Accounting, Product Development, Project Planning, Analysis, Access
Education
University of Hartford 2008 — 2012
BABS, Finance and Economics
University of Hartford 2008 — 2012
Finance
American Express May 2015 - Present
American Express July 2014 - May 2015
Hertz June 2013 - May 2014
Hertz October 2012 - June 2013
TD July 2012 - December 2012
Waddell & Reed August 2011 - December 2011
Best Buy October 2009 - October 2011
Skills
Management, Pricing, Segmentation, Microsoft Office, Pricing Strategy, Forecasting, Customer Service, Accounting, Product Development, Project Planning, Analysis, Access
Education
University of Hartford 2008 — 2012
BABS, Finance and Economics
University of Hartford 2008 — 2012
Finance
Joe Kleine-Kracht's Waddell & Reed Experience December 1997 - September 2004
Job Financial Advisor at VALIC
Industry Financial Services
Experience
VALIC September 2004 - Present
Waddell & Reed December 1997 - September 2004
Skills
Retirement Planning, Retirement Income..., Estate Planning, Financial Planning, Retirement Plans, Strategic Financial..., Retirement, Asset Management, Series 7, Management, Financial Analysis, Asset Allocation, Finance, Investment Advisory, Mutual Funds, Wealth Management, Investment Strategies, Financial Advisory, IRAs
Education
University of Louisville 1986 — 1987
Master of Engineering (MEng), Industrial Engineering
University of Louisville 1981 — 1986
Bachelor of Engineering (B.Eng.), Industrial Engineering
St. Xavier HS
VALIC September 2004 - Present
Waddell & Reed December 1997 - September 2004
Skills
Retirement Planning, Retirement Income..., Estate Planning, Financial Planning, Retirement Plans, Strategic Financial..., Retirement, Asset Management, Series 7, Management, Financial Analysis, Asset Allocation, Finance, Investment Advisory, Mutual Funds, Wealth Management, Investment Strategies, Financial Advisory, IRAs
Education
University of Louisville 1986 — 1987
Master of Engineering (MEng), Industrial Engineering
University of Louisville 1981 — 1986
Bachelor of Engineering (B.Eng.), Industrial Engineering
St. Xavier HS
Alexander Hayek Alexander Hayek's Waddell & Reed Experience March 2013 - May 2013
Job Associate at ICON Investments
Industry Financial Services
Experience
ICON Investments October 2013 - Present
Dow Jones May 2013 - October 2013
Waddell & Reed March 2013 - May 2013
Northwestern Mutual December 2011 - March 2013
Skills
Life Insurance, Bloomberg Terminal, DJX, Factiva, Outlook, Access, Fixed Annuities, Disability Insurance, Retirement, Microsoft Word, Long-term Care, Strategic Financial..., Microsoft Excel, Microsoft Exchange, PowerPoint, Finance, Training
Education
The University of Connecticut 2009 — 2013
Bachelor of Science (B.S.), Business and Economics, 3.87
ICON Investments October 2013 - Present
Dow Jones May 2013 - October 2013
Waddell & Reed March 2013 - May 2013
Northwestern Mutual December 2011 - March 2013
Skills
Life Insurance, Bloomberg Terminal, DJX, Factiva, Outlook, Access, Fixed Annuities, Disability Insurance, Retirement, Microsoft Word, Long-term Care, Strategic Financial..., Microsoft Excel, Microsoft Exchange, PowerPoint, Finance, Training
Education
The University of Connecticut 2009 — 2013
Bachelor of Science (B.S.), Business and Economics, 3.87
Luke McMunigal Luke McMunigal's Waddell & Reed Experience January 2008 - December 2009
Job Sr. Financial Analyst Flagstar Bank
Industry Financial Services
Experience
General Motors February 2015 - Present
Flagstar Bank 2014 - 2015
GM Financial 2013 - 2014
Citizens Bank - Michigan, Ohio and Wisconsin 2011 - 2013
Citizens Bank - Michigan, Ohio and Wisconsin 2009 - 2011
Waddell & Reed January 2008 - December 2009
Skills
Financial Analysis, Financial Modeling, Interest Rate Risk..., Forecasting, Valuation, Investment Strategies, Banking, Strategic Financial..., Microsoft Excel, Microsoft Office, Hyperion Enterprise, Financial Reporting, Credit
Education
University of Michigan-Flint 2004 — 2007
Bachelor of Business Administration (B.B.A.), Business, Finance
General Motors February 2015 - Present
Flagstar Bank 2014 - 2015
GM Financial 2013 - 2014
Citizens Bank - Michigan, Ohio and Wisconsin 2011 - 2013
Citizens Bank - Michigan, Ohio and Wisconsin 2009 - 2011
Waddell & Reed January 2008 - December 2009
Skills
Financial Analysis, Financial Modeling, Interest Rate Risk..., Forecasting, Valuation, Investment Strategies, Banking, Strategic Financial..., Microsoft Excel, Microsoft Office, Hyperion Enterprise, Financial Reporting, Credit
Education
University of Michigan-Flint 2004 — 2007
Bachelor of Business Administration (B.B.A.), Business, Finance
Michael Calgaard Michael Calgaard's Waddell & Reed Experience March 2010 - December 2011
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. 2012 - Present
Waddell & Reed March 2010 - December 2011
Lozier Corp. 1998 - 2009
Cummins Inc. 1982 - 1998
Skills
Sales, Leadership, Project Planning, Market Research, Retail, Analysis, Manufacturing, Customer Satisfaction, Marketing, Strategic Planning, Budgets, Microsoft Excel, New Business Development, Access, Negotiation
Education
University of Iowa
MBA, Finance
University of Northern Iowa
BA, Finance
Ameriprise Financial Services, Inc. 2012 - Present
Waddell & Reed March 2010 - December 2011
Lozier Corp. 1998 - 2009
Cummins Inc. 1982 - 1998
Skills
Sales, Leadership, Project Planning, Market Research, Retail, Analysis, Manufacturing, Customer Satisfaction, Marketing, Strategic Planning, Budgets, Microsoft Excel, New Business Development, Access, Negotiation
Education
University of Iowa
MBA, Finance
University of Northern Iowa
BA, Finance
Eric Ingmire Eric Ingmire's Waddell & Reed Experience August 2009 - November 2010
Job Financial Services
Industry Financial Services
Experience
Hall, Pratt and Associates October 2011 - Present
Waddell & Reed August 2009 - November 2010
Skills
Series 7
Education
University of Colorado at Boulder 2004 — 2008
Bachelor of Arts (B.A.), Double Major: International Affairs and Political Science
Syracuse University Madrid 2007 — 2007
Study Abroad
Hall, Pratt and Associates October 2011 - Present
Waddell & Reed August 2009 - November 2010
Skills
Series 7
Education
University of Colorado at Boulder 2004 — 2008
Bachelor of Arts (B.A.), Double Major: International Affairs and Political Science
Syracuse University Madrid 2007 — 2007
Study Abroad
tim kolesaire tim kolesaire's Waddell & Reed Experience January 2010 - May 2010
Job Manager at The Tobacco Shop of Ridgewood, Nj
Industry Financial Services
Experience
The Tobacco Shop January 2002 - Present
Waddell & Reed January 2010 - May 2010
Education
University of Hartford 2006 — 2010
Business, Economics and Finance
The Tobacco Shop January 2002 - Present
Waddell & Reed January 2010 - May 2010
Education
University of Hartford 2006 — 2010
Business, Economics and Finance
Robert Brooks Jr's Waddell & Reed Experience 2003 - 2005
Job Concierge/Guest Experience Manager at Sofitel Hotel Philadelphia
Industry Hospitality
Experience
Sofitel Luxury Hotels and Resorts July 2015 - Present
Symphony Post Acute Network April 2014 - May 2015
Holiday Inn Mart Plaza Chicago October 2006 - May 2015
TheBridescoop.com June 2011 - April 2013
Hotel Allegro August 2005 - September 2007
Waddell & Reed 2003 - 2005
American Express 2001 - 2003
Skills
Hospitality Management, Concierge Services, Hospitality, Hospitality Industry, Hotels, Front Office, Hotel Management, Restaurants, Tourism, Food & Beverage, Catering, Event Planning, Customer Service, Meeting Planning, Resorts, Micros, Restaurant Management, Banquets, Revenue Analysis, Opera, Menu Development, Fine Dining, Property Management..., Corporate Events, Pre-opening, Guest Service Management, Event Management, Hotel Booking, Trade Shows, Food, Rooms Division, Management, Marketing, Social Media, Social Media Marketing, Customer Satisfaction, Public Relations, Social Networking
Education
University of Illinois at Urbana-Champaign - College of Business
Rich Central High School
Sofitel Luxury Hotels and Resorts July 2015 - Present
Symphony Post Acute Network April 2014 - May 2015
Holiday Inn Mart Plaza Chicago October 2006 - May 2015
TheBridescoop.com June 2011 - April 2013
Hotel Allegro August 2005 - September 2007
Waddell & Reed 2003 - 2005
American Express 2001 - 2003
Skills
Hospitality Management, Concierge Services, Hospitality, Hospitality Industry, Hotels, Front Office, Hotel Management, Restaurants, Tourism, Food & Beverage, Catering, Event Planning, Customer Service, Meeting Planning, Resorts, Micros, Restaurant Management, Banquets, Revenue Analysis, Opera, Menu Development, Fine Dining, Property Management..., Corporate Events, Pre-opening, Guest Service Management, Event Management, Hotel Booking, Trade Shows, Food, Rooms Division, Management, Marketing, Social Media, Social Media Marketing, Customer Satisfaction, Public Relations, Social Networking
Education
University of Illinois at Urbana-Champaign - College of Business
Rich Central High School
Walt Kehn Walt Kehn's Waddell & Reed Experience May 1995 - May 2004
Job Currently Seeking Employment
Industry Education Management
Experience
Training Emporium June 2008 - Present
Farmers Insurance October 2010 - February 2012
Nationwide Financial January 2005 - August 2007
Waddell & Reed May 1995 - May 2004
Waddell & Reed Financial Services January 1994 - May 1995
Waddell & Reed Financial Services January 1984 - January 1994
Waddell & Reed Financial Services June 1983 - January 1984
Waddell & Reed Financial Services June 1982 - June 1983
Skills
Public Speaking, PowerPoint, Coaching, Leadership Development, Strategic Planning, Training & Development, Computer Skills, Direct Sales, Inside Sales, CRM, Sales, Training
Education
University of Northern Colorado 1975 — 1978
Masters, Education, 4.0
University of Colorado Boulder 1971 — 1975
Bachelors, Education
Training Emporium June 2008 - Present
Farmers Insurance October 2010 - February 2012
Nationwide Financial January 2005 - August 2007
Waddell & Reed May 1995 - May 2004
Waddell & Reed Financial Services January 1994 - May 1995
Waddell & Reed Financial Services January 1984 - January 1994
Waddell & Reed Financial Services June 1983 - January 1984
Waddell & Reed Financial Services June 1982 - June 1983
Skills
Public Speaking, PowerPoint, Coaching, Leadership Development, Strategic Planning, Training & Development, Computer Skills, Direct Sales, Inside Sales, CRM, Sales, Training
Education
University of Northern Colorado 1975 — 1978
Masters, Education, 4.0
University of Colorado Boulder 1971 — 1975
Bachelors, Education
Sandra Himmelreich's Waddell & Reed Experience February 2011 - October 2011
Job Working at Home Administrative support
Industry Individual & Family Services
Experience
Pennside Partners July 2015 - Present
Kohl Building Products May 2013 - December 2014
Kutztown University October 2012 - March 2013
Kutztown University January 2012 - August 2012
Waddell & Reed February 2011 - October 2011
FairView Counseling and The Play Therapy Center April 2006 - July 2009
East Penn Manufacturing October 1999 - June 2003
Skills
Microsoft Excel, Nonprofits, Microsoft Office, Microsoft Word, Event Planning, Administrative..., Purchasing, Invoicing, Outlook, Administration, Time Management, Accounts Payable, Customer Service, Administrative...
Education
University of Michigan 1987 — 1989
No Degree, Psychology
Flint Academy 1983 — 1987
Diploma, Social Sciences
Pennside Partners July 2015 - Present
Kohl Building Products May 2013 - December 2014
Kutztown University October 2012 - March 2013
Kutztown University January 2012 - August 2012
Waddell & Reed February 2011 - October 2011
FairView Counseling and The Play Therapy Center April 2006 - July 2009
East Penn Manufacturing October 1999 - June 2003
Skills
Microsoft Excel, Nonprofits, Microsoft Office, Microsoft Word, Event Planning, Administrative..., Purchasing, Invoicing, Outlook, Administration, Time Management, Accounts Payable, Customer Service, Administrative...
Education
University of Michigan 1987 — 1989
No Degree, Psychology
Flint Academy 1983 — 1987
Diploma, Social Sciences
McCay Barnes's Waddell & Reed Experience August 2010 - June 2011
Job System Designer Connected Health | MBA
Industry Information Technology and Services
Experience
Baxalta October 2015 - Present
Baxter International Inc. July 2014 - October 2015
Global Consulting Program May 2013 - January 2014
Baxter International Inc. May 2013 - August 2013
Illinois Business Consulting January 2013 - May 2013
Akom Financial Consultants June 2011 - August 2012
Waddell & Reed August 2010 - June 2011
Meridian Bioscience 2007 - 2008
Skills
Photoshop, Consulting, Financial Modeling, Project Management
Education
University of Illinois at Urbana-Champaign 2012 — 2014
Master of Business Administration (MBA), Information Management
University of Illinois at Urbana-Champaign - College of Business 2006 — 2010
Bachelors, Finance
Baxalta October 2015 - Present
Baxter International Inc. July 2014 - October 2015
Global Consulting Program May 2013 - January 2014
Baxter International Inc. May 2013 - August 2013
Illinois Business Consulting January 2013 - May 2013
Akom Financial Consultants June 2011 - August 2012
Waddell & Reed August 2010 - June 2011
Meridian Bioscience 2007 - 2008
Skills
Photoshop, Consulting, Financial Modeling, Project Management
Education
University of Illinois at Urbana-Champaign 2012 — 2014
Master of Business Administration (MBA), Information Management
University of Illinois at Urbana-Champaign - College of Business 2006 — 2010
Bachelors, Finance
Ryan Jandreau's Waddell & Reed Experience 2003 - 2005
Job Director of National Accounts at Liberty Mutual Insurance
Industry Insurance
Experience
Liberty Mutual Insurance November 2014 - Present
Liberty Mutual Insurance 2007 - Present
Liberty Mutual Insurance 2005 - 2007
Waddell & Reed 2003 - 2005
Skills
Workers Compensation, Insurance, Fixed Annuities, Liability, Property & Casualty..., Claims Management, Sales, Legal Liability, Marketing, Process Improvement, Life Insurance, New Business Development, Financial Services, Relationship Management, Account Management, Retirement Planning, Retirement, Settlement, Casualty, Professional Liability, Claim, Structured Settlements, Casualty Insurance
Education
University of Maine 1998 — 2001
Bachelor's degree
Liberty Mutual Insurance November 2014 - Present
Liberty Mutual Insurance 2007 - Present
Liberty Mutual Insurance 2005 - 2007
Waddell & Reed 2003 - 2005
Skills
Workers Compensation, Insurance, Fixed Annuities, Liability, Property & Casualty..., Claims Management, Sales, Legal Liability, Marketing, Process Improvement, Life Insurance, New Business Development, Financial Services, Relationship Management, Account Management, Retirement Planning, Retirement, Settlement, Casualty, Professional Liability, Claim, Structured Settlements, Casualty Insurance
Education
University of Maine 1998 — 2001
Bachelor's degree
Martin Mahanti Martin Mahanti's Waddell & Reed Experience June 2011 - June 2012
Job Estimator/Financial Manager at Diversified Masonry, LLC
Industry Accounting
Experience
Waddell & Reed June 2011 - June 2012
MWH Soft April 2000 - June 2011
Mishra & Associates, Inc. August 1987 - April 2000
Metropolitan State Bank April 1986 - April 1987
Skills
Leadership, Management, Finance, Project Management, Budgets, Business Process..., Project Planning, Program Management, Contract Management, Strategic Financial..., Proposal Writing, Business Development, Risk Management, Analysis, Strategic Planning, Organizational..., Budgeting & Planning, Business Process, Human Resources, Investments, Process Improvement, Job Estimating, Change Management, Business Analysis, Start-ups, Policy, Accounts Payable, Forecasting, New Business Development, Asset Management, Strategy, Contract Negotiation, Employee Benefits, Employee Wellness, OSHA 10-Hour
Education
University of Colorado at Denver
MBA
Western Michigan University - Haworth College of Business
BBA, Computer Information Systems
Waddell & Reed June 2011 - June 2012
MWH Soft April 2000 - June 2011
Mishra & Associates, Inc. August 1987 - April 2000
Metropolitan State Bank April 1986 - April 1987
Skills
Leadership, Management, Finance, Project Management, Budgets, Business Process..., Project Planning, Program Management, Contract Management, Strategic Financial..., Proposal Writing, Business Development, Risk Management, Analysis, Strategic Planning, Organizational..., Budgeting & Planning, Business Process, Human Resources, Investments, Process Improvement, Job Estimating, Change Management, Business Analysis, Start-ups, Policy, Accounts Payable, Forecasting, New Business Development, Asset Management, Strategy, Contract Negotiation, Employee Benefits, Employee Wellness, OSHA 10-Hour
Education
University of Colorado at Denver
MBA
Western Michigan University - Haworth College of Business
BBA, Computer Information Systems
Connor Hund's Waddell & Reed Experience May 2011 - August 2011
Job Assurance Staff at Ernst & Young
Industry Accounting
Experience
Ernst & Young September 2013 - Present
EY June 2012 - August 2012
Waddell & Reed May 2011 - August 2011
Morgan Stanley Smith Barney June 2010 - August 2010
Education
University of Illinois at Urbana-Champaign - College of Business 2009 — 2013
Bachelor of Science (BS), Accounting
Glenbrook South High School 2005 — 2009
University of Illinois at Urbana-Champaign
Bachelor of Science, Accountancy
Ernst & Young September 2013 - Present
EY June 2012 - August 2012
Waddell & Reed May 2011 - August 2011
Morgan Stanley Smith Barney June 2010 - August 2010
Education
University of Illinois at Urbana-Champaign - College of Business 2009 — 2013
Bachelor of Science (BS), Accounting
Glenbrook South High School 2005 — 2009
University of Illinois at Urbana-Champaign
Bachelor of Science, Accountancy
Spencer Chan Spencer Chan's Waddell & Reed Experience February 2011 - May 2011
Job Recent Graduate
Industry Financial Services
Experience
Aegis Global August 2011 - February 2013
Waddell & Reed February 2011 - May 2011
Parade of Novelties June 2010 - February 2011
R. Seelaus and Co September 2004 - June 2006
Skills
Microsoft Excel, Customer Service, Microsoft Word, Access, Sales, Management, Microsoft Office, Insurance, Finance, PowerPoint, Data Entry, CRM, Financial Analysis, Invoicing, Social Media Marketing, Troubleshooting, Marketing, Advertising
Education
University of Hartford 2006 — 2011
Bachelor of Science, Business Administration; Finance and Insurance
Aegis Global August 2011 - February 2013
Waddell & Reed February 2011 - May 2011
Parade of Novelties June 2010 - February 2011
R. Seelaus and Co September 2004 - June 2006
Skills
Microsoft Excel, Customer Service, Microsoft Word, Access, Sales, Management, Microsoft Office, Insurance, Finance, PowerPoint, Data Entry, CRM, Financial Analysis, Invoicing, Social Media Marketing, Troubleshooting, Marketing, Advertising
Education
University of Hartford 2006 — 2011
Bachelor of Science, Business Administration; Finance and Insurance
Peter Vozzola Peter Vozzola's Waddell & Reed Experience March 2011 - October 2011
Job Business Solutions Consultant at S4i Systems
Industry Financial Services
Experience
S4i Systems August 2013 - Present
T. Rowe Price October 2011 - 2013
Waddell & Reed March 2011 - October 2011
Flying W Ranch, Inc. May 2009 - May 2011
Flying W Ranch, Inc. May 2006 - May 2009
Skills
Financial Analysis, Series 7, Banking, Insurance, Equities, Strategic Financial..., Retirement Planning, Risk Management, Credit, Valuation, Portfolio Management, Asset Managment, Financial Modeling, Derivatives, Fixed Income, Bloomberg, Capital Markets, Mutual Funds, Investments, Investment Banking, Management, Microsoft Office, MS Project, Document Management, Accounting, Asset Management
Education
University of Colorado Colorado Springs 2008 — 2012
BoS, Business Management
S4i Systems August 2013 - Present
T. Rowe Price October 2011 - 2013
Waddell & Reed March 2011 - October 2011
Flying W Ranch, Inc. May 2009 - May 2011
Flying W Ranch, Inc. May 2006 - May 2009
Skills
Financial Analysis, Series 7, Banking, Insurance, Equities, Strategic Financial..., Retirement Planning, Risk Management, Credit, Valuation, Portfolio Management, Asset Managment, Financial Modeling, Derivatives, Fixed Income, Bloomberg, Capital Markets, Mutual Funds, Investments, Investment Banking, Management, Microsoft Office, MS Project, Document Management, Accounting, Asset Management
Education
University of Colorado Colorado Springs 2008 — 2012
BoS, Business Management
Bonnie Knibloe Bonnie Knibloe's Waddell & Reed Experience May 1998 - May 2005
Job Controls Analyst at MetLife
Industry Financial Services
Experience
MetLife January 2011 - Present
Northwestern Mutual September 2009 - May 2010
New England Financial September 2005 - June 2009
Self Employed Health Insurance Broker May 2005 - September 2007
Waddell & Reed May 1998 - May 2005
The National Underwriter Comnpany October 1996 - May 1998
Skills
Investments, Marketing, Recruiting, Training, Leadership, Marketing Strategy, Business Strategy, Customer Service, Sales Management, Strategic Financial..., Management, Fixed Annuities, Insurance, Securities, Budgets, Sales
Education
University of Cincinnati
MetLife January 2011 - Present
Northwestern Mutual September 2009 - May 2010
New England Financial September 2005 - June 2009
Self Employed Health Insurance Broker May 2005 - September 2007
Waddell & Reed May 1998 - May 2005
The National Underwriter Comnpany October 1996 - May 1998
Skills
Investments, Marketing, Recruiting, Training, Leadership, Marketing Strategy, Business Strategy, Customer Service, Sales Management, Strategic Financial..., Management, Fixed Annuities, Insurance, Securities, Budgets, Sales
Education
University of Cincinnati
Lina Stanis Lina Stanis's Waddell & Reed Experience March 2007 - August 2009
Job Finance Manager at George Washington University
Industry Higher Education
Experience
George Washington University May 2011 - Present
University of Maryland, Baltimore (UMB) August 2010 - April 2011
Waddell & Reed March 2007 - August 2009
Cygnet Financial Freedom House November 2005 - December 2006
Skills
Financial Analysis, Finance, Management, Access, Budgets, Strategic Financial..., Investments, Microsoft Excel, Marketing, Policy, PeopleSoft, Sales, Financial Services, Employee Benefits, Insurance, PowerPoint, Research, Databases, Mutual Funds, Univerisity Financial..., Analytics, Forecasting, Financial Reporting, Financial Modeling, Internal Controls, Compliance, Metrics, Federal Grants..., Investment Portfolio..., Nonprofits, Training, Analysis, Account Reconciliation, Event Planning, Non-profits, Financial Planning
Education
Walsh College 2004 — 2006
MBA, Business Administration and Finance
Klaipeda University 1997 — 2001
Bachelor's Degree, Early Childhood Education and Psychology
University of Maryland University College
Graduate Certificate, Accounting
George Washington University May 2011 - Present
University of Maryland, Baltimore (UMB) August 2010 - April 2011
Waddell & Reed March 2007 - August 2009
Cygnet Financial Freedom House November 2005 - December 2006
Skills
Financial Analysis, Finance, Management, Access, Budgets, Strategic Financial..., Investments, Microsoft Excel, Marketing, Policy, PeopleSoft, Sales, Financial Services, Employee Benefits, Insurance, PowerPoint, Research, Databases, Mutual Funds, Univerisity Financial..., Analytics, Forecasting, Financial Reporting, Financial Modeling, Internal Controls, Compliance, Metrics, Federal Grants..., Investment Portfolio..., Nonprofits, Training, Analysis, Account Reconciliation, Event Planning, Non-profits, Financial Planning
Education
Walsh College 2004 — 2006
MBA, Business Administration and Finance
Klaipeda University 1997 — 2001
Bachelor's Degree, Early Childhood Education and Psychology
University of Maryland University College
Graduate Certificate, Accounting
Samantha Fochler's Waddell & Reed Experience January 2014 - May 2014
Job Risk Leadership Development Program at The Hartford
Industry Financial Services
Experience
The Hartford March 2014 - Present
Waddell & Reed January 2014 - May 2014
IMG August 2013 - March 2014
Kenya, Africa June 2013 - August 2013
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Customer Service, Teamwork, Time Management, Social Media, Photoshop, Leadership, Research, Event Planning, Social Networking, Team Leadership, Facebook, Sales, Marketing, HTML
Education
The University of Connecticut 2011 — 2015
Yarmouth High School 2007 — 2011
The Hartford March 2014 - Present
Waddell & Reed January 2014 - May 2014
IMG August 2013 - March 2014
Kenya, Africa June 2013 - August 2013
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Customer Service, Teamwork, Time Management, Social Media, Photoshop, Leadership, Research, Event Planning, Social Networking, Team Leadership, Facebook, Sales, Marketing, HTML
Education
The University of Connecticut 2011 — 2015
Yarmouth High School 2007 — 2011
Kristen Kenney Kristen Kenney's Waddell & Reed Experience April 2013 - May 2014
Job Executive Assistant
Industry Religious Institutions
Experience
Ligonier Ministries September 2014 - Present
Waddell & Reed April 2013 - May 2014
Edward Jones Mortgage August 2010 - March 2013
Skills
Financial Services, Administrative..., Series 7, Series 66, Customer Oriented, Close Attention to..., Multi Tasking, Administrative..., Residential Mortgages, Uniform Combined State..., IRAs
Education
University of Minnesota - Carlson School of Management 2005 — 2009
BS, Finance
Ligonier Ministries September 2014 - Present
Waddell & Reed April 2013 - May 2014
Edward Jones Mortgage August 2010 - March 2013
Skills
Financial Services, Administrative..., Series 7, Series 66, Customer Oriented, Close Attention to..., Multi Tasking, Administrative..., Residential Mortgages, Uniform Combined State..., IRAs
Education
University of Minnesota - Carlson School of Management 2005 — 2009
BS, Finance
Kevin Bryson Kevin Bryson's Waddell & Reed Experience 1992 - 1994
Job Senior Vice President at SunGard Financial Systems, Capital Markets
Industry Information Technology and Services
Experience
SunGard Capital Markets January 2015 - Present
SunGard Financial Systems, Capital Markets June 2012 - December 2014
SunGard June 2007 - June 2012
SunGard January 2000 - June 2007
SunGard Financial Systems December 1994 - January 2000
State Street Bank and Trust Co. August 1988 - December 1994
Waddell & Reed 1992 - 1994
Skills
Business Analysis, SDLC, Software Project..., Product Management, Program Management, Vendor Management, Risk Management, Integration, Requirements Analysis, Financial Services, Cloud Computing, Change Management, SaaS, Pre-sales, Enterprise Software, Process Improvement, Back Office, Derivatives, Talent Management, Talent Acquisition, Business Strategy, New Business Development, Coaching Staff, Management, Business Process..., Business Planning, Information Technology, Information Systems..., Idea Generation, Business Intelligence, Securities Market, SWIFT messages, XML, Salesforce.com, Succession Planning, Capital Budgeting, Operating Budgets, Managing Large Budgets, Financial Forecasting, IT Procurement, Software Procurement, Data Integration, Enterprise Integration, Oracle Service Bus, Project Management, Software Consulting, Distributed Systems, Enterprise Data, Leadership
Education
University of Massachusetts, Amherst 1984 — 1988
Bachelor of Business Administration, School Of Management (SOM)
Medway Junior Senior High School 1980 — 1984
High School Diploma
SunGard Capital Markets January 2015 - Present
SunGard Financial Systems, Capital Markets June 2012 - December 2014
SunGard June 2007 - June 2012
SunGard January 2000 - June 2007
SunGard Financial Systems December 1994 - January 2000
State Street Bank and Trust Co. August 1988 - December 1994
Waddell & Reed 1992 - 1994
Skills
Business Analysis, SDLC, Software Project..., Product Management, Program Management, Vendor Management, Risk Management, Integration, Requirements Analysis, Financial Services, Cloud Computing, Change Management, SaaS, Pre-sales, Enterprise Software, Process Improvement, Back Office, Derivatives, Talent Management, Talent Acquisition, Business Strategy, New Business Development, Coaching Staff, Management, Business Process..., Business Planning, Information Technology, Information Systems..., Idea Generation, Business Intelligence, Securities Market, SWIFT messages, XML, Salesforce.com, Succession Planning, Capital Budgeting, Operating Budgets, Managing Large Budgets, Financial Forecasting, IT Procurement, Software Procurement, Data Integration, Enterprise Integration, Oracle Service Bus, Project Management, Software Consulting, Distributed Systems, Enterprise Data, Leadership
Education
University of Massachusetts, Amherst 1984 — 1988
Bachelor of Business Administration, School Of Management (SOM)
Medway Junior Senior High School 1980 — 1984
High School Diploma
Cindy Huynh, CFP® Cindy Huynh, CFP®'s Waddell & Reed Experience May 2013 - Present
Job Financial Planning Consultant at Waddell & Reed
Industry Financial Services
Experience
Waddell & Reed May 2013 - Present
Waddell & Reed November 2007 - Present
Waddell & Reed 2008 - 2010
Spofford Home 2006 - 2006
Education
University of Missouri-Kansas City
Bachelor of Arts, Psychology, minor in Spanish, summa cum laude
University of Kentucky
Psychology
Waddell & Reed May 2013 - Present
Waddell & Reed November 2007 - Present
Waddell & Reed 2008 - 2010
Spofford Home 2006 - 2006
Education
University of Missouri-Kansas City
Bachelor of Arts, Psychology, minor in Spanish, summa cum laude
University of Kentucky
Psychology
Jesse M. Sweet, CFA Jesse M. Sweet, CFA's Waddell & Reed Experience January 2009 - January 2011
Job Financial Analyst/Portfolio Specialist at BlackRock
Industry Financial Services
Experience
BlackRock February 2011 - Present
Waddell & Reed January 2009 - January 2011
Key Equipment Finance May 2008 - December 2008
Borel Private Bank & Trust Company May 2007 - August 2007
Webroot Software August 2006 - January 2007
Education
University of Colorado at Boulder - Leeds School of Business 2004 — 2008
Bachelor's, Finance & Economics
BlackRock February 2011 - Present
Waddell & Reed January 2009 - January 2011
Key Equipment Finance May 2008 - December 2008
Borel Private Bank & Trust Company May 2007 - August 2007
Webroot Software August 2006 - January 2007
Education
University of Colorado at Boulder - Leeds School of Business 2004 — 2008
Bachelor's, Finance & Economics
Jim Fitzgibbon Jim Fitzgibbon's Waddell & Reed Experience February 2013 - July 2014
Job Financial Analyst at AMG National Trust Bank
Industry Financial Services
Experience
AMG National Trust Bank July 2014 - Present
Waddell & Reed February 2013 - July 2014
Mintel May 2012 - October 2012
Waddell & Reed September 2011 - May 2012
Waddell & Reed June 2011 - August 2011
Skills
New Business Development, Excel, Microsoft Office, Sales Process, Financial Planning, Customer Service, Morningstar, Business Process, Life Insurance, Term Life Insurance, Mutual Funds, Series 7, Licensed Life Insurance..., Strategic Financial..., Variable Products, Sales Operations
Education
University of Iowa 2009 — 2011
B.B.A, Finance
AMG National Trust Bank July 2014 - Present
Waddell & Reed February 2013 - July 2014
Mintel May 2012 - October 2012
Waddell & Reed September 2011 - May 2012
Waddell & Reed June 2011 - August 2011
Skills
New Business Development, Excel, Microsoft Office, Sales Process, Financial Planning, Customer Service, Morningstar, Business Process, Life Insurance, Term Life Insurance, Mutual Funds, Series 7, Licensed Life Insurance..., Strategic Financial..., Variable Products, Sales Operations
Education
University of Iowa 2009 — 2011
B.B.A, Finance
Michael Ferak's Waddell & Reed Experience September 2012 - November 2013
Job Financial Advisor
Industry Financial Services
Experience
John White & Company November 2013 - Present
Waddell & Reed September 2012 - November 2013
Financial Wellness Program University of Illinois August 2010 - May 2012
Northwestern Mutual May 2010 - May 2012
Education
University of Illinois at Urbana-Champaign 2008 — 2012
Bachelor of Science in Agricultural and Consumer Economics- Financial Planning, Financial Planning and Services
John White & Company November 2013 - Present
Waddell & Reed September 2012 - November 2013
Financial Wellness Program University of Illinois August 2010 - May 2012
Northwestern Mutual May 2010 - May 2012
Education
University of Illinois at Urbana-Champaign 2008 — 2012
Bachelor of Science in Agricultural and Consumer Economics- Financial Planning, Financial Planning and Services
Janis Linville Janis Linville's Waddell & Reed Experience Administrative AssistantChemed Corp1999 - 2004
Job Owner, Waddell & Reed
Industry Financial Services
Experience
Waddell & Reed Administrative AssistantChemed Corp1999 - 2004
The UC Foundation 1990 - 1994
Education
University of Cincinnati
Waddell & Reed Administrative AssistantChemed Corp1999 - 2004
The UC Foundation 1990 - 1994
Education
University of Cincinnati
Jordan G. Conner's Waddell & Reed Experience May 2009 - May 2010
Job Hiring software engineers in Colorado? Apply to have your company featured on HIRED and find your next SE in 19 days!
Industry Internet
Experience
Hired, Inc. August 2015 - Present
Stack Overflow Careers September 2014 - August 2015
Stack Overflow Careers August 2012 - August 2014
Transamerica June 2010 - August 2012
Waddell & Reed May 2009 - May 2010
Skills
Entrepreneurship, Negotiation, Training, Sales, Email Marketing, Networking, Sales Process, Solution Selling, Marketing, Start-ups, Team Building, Strategy, Salesforce.com, Technical Recruiting, Account Management, Selling, SaaS, Management, Direct Sales, Recruiting, Sales Operations, Leadership, Social Media, CRM, Business Development, Lead Generation, Customer Service, New Business Development, Social Networking, Social Media Marketing, Cold Calling, Online Advertising, Strategic Partnerships, Interviews, Team Motivation, Team Leadership, Pipeline Development, Enterprise Solution..., B2B, Advertising Sales, Consultative Selling, Consultative Sales..., Relationship Building, Competitive Advantage, Problem Analysis, Problem Solving
Education
University of Denver - Daniels College of Business 2003 — 2007
Bachelor of Science (BS), Business Administration & Management
Regis Jesuit High School 1999 — 2003
Hired, Inc. August 2015 - Present
Stack Overflow Careers September 2014 - August 2015
Stack Overflow Careers August 2012 - August 2014
Transamerica June 2010 - August 2012
Waddell & Reed May 2009 - May 2010
Skills
Entrepreneurship, Negotiation, Training, Sales, Email Marketing, Networking, Sales Process, Solution Selling, Marketing, Start-ups, Team Building, Strategy, Salesforce.com, Technical Recruiting, Account Management, Selling, SaaS, Management, Direct Sales, Recruiting, Sales Operations, Leadership, Social Media, CRM, Business Development, Lead Generation, Customer Service, New Business Development, Social Networking, Social Media Marketing, Cold Calling, Online Advertising, Strategic Partnerships, Interviews, Team Motivation, Team Leadership, Pipeline Development, Enterprise Solution..., B2B, Advertising Sales, Consultative Selling, Consultative Sales..., Relationship Building, Competitive Advantage, Problem Analysis, Problem Solving
Education
University of Denver - Daniels College of Business 2003 — 2007
Bachelor of Science (BS), Business Administration & Management
Regis Jesuit High School 1999 — 2003
Nate Campin Nate Campin's Waddell & Reed Experience May 2015 - August 2015
Job Finance Intern at Waddell and Reed Financial, Inc.
Industry Financial Services
Experience
Waddell & Reed May 2015 - August 2015
Loch Lloyd Country Club March 2013 - August 2014
Teenjobs.com September 2011 - May 2012
Skills
Entrepreneurship, Market Research, Public Speaking, Social Media Marketing, Social Media, Customer Insight, Data Validation, Invoice Processing, Leadership
Education
University of Iowa 2013 — 2017
Bachelor’s Degree, Finance, General, Junior
Blue Valley Northwest High School 2009 — 2013
Waddell & Reed May 2015 - August 2015
Loch Lloyd Country Club March 2013 - August 2014
Teenjobs.com September 2011 - May 2012
Skills
Entrepreneurship, Market Research, Public Speaking, Social Media Marketing, Social Media, Customer Insight, Data Validation, Invoice Processing, Leadership
Education
University of Iowa 2013 — 2017
Bachelor’s Degree, Finance, General, Junior
Blue Valley Northwest High School 2009 — 2013
Colt Stonehill's Waddell & Reed Experience December 2014 - May 2015
Job Home Equity Production Specialist at Bank of America
Industry Commercial Real Estate
Experience
Bank of America July 2015 - Present
Waddell & Reed December 2014 - May 2015
University of Connecticut February 2014 - May 2015
Enterprise Rent-A-Car May 2014 - August 2014
Irving Oil May 2013 - September 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Photoshop, Public Speaking, Strategic Planning, Budgets, Customer Satisfaction, Time Management, Teamwork
Education
The University of Connecticut 2013 — 2015
Bachelor of Arts, Economics
Bank of America July 2015 - Present
Waddell & Reed December 2014 - May 2015
University of Connecticut February 2014 - May 2015
Enterprise Rent-A-Car May 2014 - August 2014
Irving Oil May 2013 - September 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Photoshop, Public Speaking, Strategic Planning, Budgets, Customer Satisfaction, Time Management, Teamwork
Education
The University of Connecticut 2013 — 2015
Bachelor of Arts, Economics
Anthony Caruso Anthony Caruso's Waddell & Reed Experience June 2011 - August 2011
Job ETF Solutions Strategy & Product Development Analyst at J.P. Morgan, 2015 Level II CFA Candidate
Industry Financial Services
Experience
J.P. Morgan May 2015 - Present
J.P. Morgan July 2014 - June 2015
J.P. Morgan June 2013 - August 2013
Davis Center for Portfolio Management August 2011 - May 2013
PNC Wealth Management June 2012 - August 2012
University of Dayton R.I.S.E. Team March 2011 - August 2012
Waddell & Reed June 2011 - August 2011
Skills
Bloommberg Certified, Microsoft Office, Trading, Equities, Investments, Morningstar Direct, Thompson One, Bloomberg Terminal, Customer Service, Wealth Management, Microsoft Excel, Financial Modeling, Asset Allocation, Asset Management, Financial Analysis, Bloomberg, ETFs, Mutual Funds, Management, Investment Management, Alternative Investments, Equity Research, Accounting, Hedge Funds, Finance
Education
University of Dayton 2010 — 2014
Bachelor of Science in Business Administration with a Major in Finance, Finance
Upper St. Clair High School 2006 — 2010
J.P. Morgan May 2015 - Present
J.P. Morgan July 2014 - June 2015
J.P. Morgan June 2013 - August 2013
Davis Center for Portfolio Management August 2011 - May 2013
PNC Wealth Management June 2012 - August 2012
University of Dayton R.I.S.E. Team March 2011 - August 2012
Waddell & Reed June 2011 - August 2011
Skills
Bloommberg Certified, Microsoft Office, Trading, Equities, Investments, Morningstar Direct, Thompson One, Bloomberg Terminal, Customer Service, Wealth Management, Microsoft Excel, Financial Modeling, Asset Allocation, Asset Management, Financial Analysis, Bloomberg, ETFs, Mutual Funds, Management, Investment Management, Alternative Investments, Equity Research, Accounting, Hedge Funds, Finance
Education
University of Dayton 2010 — 2014
Bachelor of Science in Business Administration with a Major in Finance, Finance
Upper St. Clair High School 2006 — 2010
Tommy Ferguson Tommy Ferguson's Waddell & Reed Experience August 2014 - August 2015
Job Bank of America/ Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch August 2015 - Present
Waddell & Reed August 2014 - August 2015
The Bank of Fayette County December 2013 - January 2014
Skills
Managerial Finance, Economics, Retail, Team Leadership, Team Management, Leadership, Microsoft Office, Marketing, Timely Decision Making, Business Communications, Real Estate Financing, Investment Banking, Learning Quickly, Finance, Accounting, Customer Service, Microsoft Excel, Microsoft Word, PowerPoint, Public Speaking, Sales, Social Media, Teamwork
Education
University of Mississippi 2010 — 2014
Bachelor of Business Administration (B.B.A.), Managerial finance
Bank of America Merrill Lynch August 2015 - Present
Waddell & Reed August 2014 - August 2015
The Bank of Fayette County December 2013 - January 2014
Skills
Managerial Finance, Economics, Retail, Team Leadership, Team Management, Leadership, Microsoft Office, Marketing, Timely Decision Making, Business Communications, Real Estate Financing, Investment Banking, Learning Quickly, Finance, Accounting, Customer Service, Microsoft Excel, Microsoft Word, PowerPoint, Public Speaking, Sales, Social Media, Teamwork
Education
University of Mississippi 2010 — 2014
Bachelor of Business Administration (B.B.A.), Managerial finance
Katie Barthel, CPA's Waddell & Reed Experience June 2012 - August 2013
Job Tax Senior I at WilliamsKeepers LLC
Industry Accounting
Experience
Williams-Keepers LLC July 2015 - Present
Sprint August 2013 - June 2015
Waddell & Reed June 2012 - August 2013
McGladrey January 2010 - June 2012
McGladrey May 2008 - August 2008
BKD CPAs & Advisors January 2008 - April 2008
Archiver's February 2006 - January 2008
JW Pepper March 2003 - August 2005
Skills
Tax Research, Accounting, Tax Preparation, Income Tax, Property Tax, Accounts Payable, Microsoft Office, Franchise Tax, ProSystem fx Tax, OneSource, CCH, Checkpoint, Sales & Use Tax, Oracle, Vertex
Education
University of Kansas - Graduate School of Business 2008 — 2009
Master of Accounting, Tax Accounting, 3.65 GPA
University of Kansas 2005 — 2008
Bachelor of Science, Accounting, 3.86 GPA
Blue Valley West High School 2001 — 2005
Williams-Keepers LLC July 2015 - Present
Sprint August 2013 - June 2015
Waddell & Reed June 2012 - August 2013
McGladrey January 2010 - June 2012
McGladrey May 2008 - August 2008
BKD CPAs & Advisors January 2008 - April 2008
Archiver's February 2006 - January 2008
JW Pepper March 2003 - August 2005
Skills
Tax Research, Accounting, Tax Preparation, Income Tax, Property Tax, Accounts Payable, Microsoft Office, Franchise Tax, ProSystem fx Tax, OneSource, CCH, Checkpoint, Sales & Use Tax, Oracle, Vertex
Education
University of Kansas - Graduate School of Business 2008 — 2009
Master of Accounting, Tax Accounting, 3.65 GPA
University of Kansas 2005 — 2008
Bachelor of Science, Accounting, 3.86 GPA
Blue Valley West High School 2001 — 2005
Kenny Akin's Waddell & Reed Experience September 2008 - January 2009
Job President/ Chief Investment Officer at Goshen Wealth Management Group
Industry Financial Services
Experience
Metropolitan State University July 2015 - Present
University of Wisconsin-Stout October 2008 - Present
Goshen Wealth Management Group September 2008 - Present
Goshen Wealth Management Group 2008 - Present
Waddell & Reed September 2008 - January 2009
Merrill Lynch October 2005 - September 2008
Wellsfargo Bank September 2005 - November 2006
Skills
Financial Analysis, Asset Allocation, Strategic Planning, Financial Modeling, Risk Management, Investments, Business Analysis, Finance, Analysis, Corporate Finance, Asset Management, Marketing Strategy, Strategic Financial..., Portfolio Management, Management, Strategy, Insurance, Wealth Management, Investment Strategies, Business Strategy
Education
University of Minnesota - Carlson School of Management 2006 — 2008
MBA, Finance and Marketing
Metropolitan State University July 2015 - Present
University of Wisconsin-Stout October 2008 - Present
Goshen Wealth Management Group September 2008 - Present
Goshen Wealth Management Group 2008 - Present
Waddell & Reed September 2008 - January 2009
Merrill Lynch October 2005 - September 2008
Wellsfargo Bank September 2005 - November 2006
Skills
Financial Analysis, Asset Allocation, Strategic Planning, Financial Modeling, Risk Management, Investments, Business Analysis, Finance, Analysis, Corporate Finance, Asset Management, Marketing Strategy, Strategic Financial..., Portfolio Management, Management, Strategy, Insurance, Wealth Management, Investment Strategies, Business Strategy
Education
University of Minnesota - Carlson School of Management 2006 — 2008
MBA, Finance and Marketing
Kyle Jorgensen Kyle Jorgensen's Waddell & Reed Experience May 2012 - January 2013
Job Client Service Associate at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan March 2015 - Present
Morgan Stanley Wealth Management April 2013 - February 2015
Waddell & Reed May 2012 - January 2013
Skills
Microsoft Office, Personal Financial..., Insurance, Economics, PowerPoint, Financial Risk..., Financial Analysis
Education
University of Delaware - Lerner College of Business and Economics 2008 — 2012
BS, Finance and Management Double Major, International Business Minor
J.P. Morgan March 2015 - Present
Morgan Stanley Wealth Management April 2013 - February 2015
Waddell & Reed May 2012 - January 2013
Skills
Microsoft Office, Personal Financial..., Insurance, Economics, PowerPoint, Financial Risk..., Financial Analysis
Education
University of Delaware - Lerner College of Business and Economics 2008 — 2012
BS, Finance and Management Double Major, International Business Minor
Raphael Johnson Raphael Johnson's Waddell & Reed Experience January 2015 - Present
Job Recent College Graduate and Treasury Analyst
Industry Accounting
Experience
CVS Health May 2015 - Present
Waddell & Reed January 2015 - Present
Hasbro May 2014 - August 2014
Citizens Bank July 2013 - May 2014
BJ's Wholesale Club June 2010 - October 2012
Hyannis Ice Cream June 2010 - August 2012
Skills
Microsoft Excel, Microsoft Access, Microsoft Office, Product Marketing, Branch Banking, Cash Handling Experience, Customer Service, Customer Satisfaction, Customer Support, Social Media, Leadership
Education
University of Massachusetts Dartmouth 2011 — 2015
Accounting
CVS Health May 2015 - Present
Waddell & Reed January 2015 - Present
Hasbro May 2014 - August 2014
Citizens Bank July 2013 - May 2014
BJ's Wholesale Club June 2010 - October 2012
Hyannis Ice Cream June 2010 - August 2012
Skills
Microsoft Excel, Microsoft Access, Microsoft Office, Product Marketing, Branch Banking, Cash Handling Experience, Customer Service, Customer Satisfaction, Customer Support, Social Media, Leadership
Education
University of Massachusetts Dartmouth 2011 — 2015
Accounting
Amie Wei Liu's Waddell & Reed Experience December 2008 - January 2009
Job Strategy & Operations Consultant
Industry Management Consulting
Experience
Deloitte July 2015 - Present
HSBC February 2014 - June 2015
HSBC February 2012 - February 2014
Ernst & Young January 2011 - May 2011
State Farm Insurance May 2010 - December 2010
Waddell & Reed December 2008 - January 2009
Skills
Banking, Finance, Capital Markets, Analysis, Financial Accounting, Corporate Finance, Auditing, Financial Services, Internal Controls, Microsoft Excel, US GAAP, Hyperion Enterprise, Strategic Financial..., Essbase
Education
University of Illinois at Urbana-Champaign - College of Business
Bachelor's, Finance and Accounting
Deloitte July 2015 - Present
HSBC February 2014 - June 2015
HSBC February 2012 - February 2014
Ernst & Young January 2011 - May 2011
State Farm Insurance May 2010 - December 2010
Waddell & Reed December 2008 - January 2009
Skills
Banking, Finance, Capital Markets, Analysis, Financial Accounting, Corporate Finance, Auditing, Financial Services, Internal Controls, Microsoft Excel, US GAAP, Hyperion Enterprise, Strategic Financial..., Essbase
Education
University of Illinois at Urbana-Champaign - College of Business
Bachelor's, Finance and Accounting
Michal Krol Michal Krol's Waddell & Reed Experience December 2006 - January 2007
Job Business Analyst II at Weston Solutions, Inc.
Industry Environmental Services
Experience
Weston Solutions, Inc. December 2008 - Present
Waddell & Reed December 2006 - January 2007
Skills
Financial Analysis, Financial Reporting, Project Finance, Trilingual, Risk Management, Analysis, Data Analysis, Due Diligence, Accounting, Leadership, Finance, Management, Financial Modeling
Education
University of Connecticut 2007 — 2008
Masters, Economics
University of Connecticut 2003 — 2007
Bachelors, Economics
Weston Solutions, Inc. December 2008 - Present
Waddell & Reed December 2006 - January 2007
Skills
Financial Analysis, Financial Reporting, Project Finance, Trilingual, Risk Management, Analysis, Data Analysis, Due Diligence, Accounting, Leadership, Finance, Management, Financial Modeling
Education
University of Connecticut 2007 — 2008
Masters, Economics
University of Connecticut 2003 — 2007
Bachelors, Economics
Jeffrey Zimmer Jeffrey Zimmer's Waddell & Reed Experience February 2013 - August 2013
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. April 2015 - Present
AnchorBank September 2013 - April 2015
Waddell & Reed February 2013 - August 2013
CUNA Brokerage Services Inc. February 2012 - February 2013
CUNA Mutual Group January 2010 - February 2012
CUNA Mutual Group July 2007 - January 2010
Ameriprise Financial 2004 - 2007
Morgan Stanley 2000 - 2004
Education
University of Minnesota-Twin Cities 1996 — 2001
Tremper
Tremper
Ameriprise Financial Services, Inc. April 2015 - Present
AnchorBank September 2013 - April 2015
Waddell & Reed February 2013 - August 2013
CUNA Brokerage Services Inc. February 2012 - February 2013
CUNA Mutual Group January 2010 - February 2012
CUNA Mutual Group July 2007 - January 2010
Ameriprise Financial 2004 - 2007
Morgan Stanley 2000 - 2004
Education
University of Minnesota-Twin Cities 1996 — 2001
Tremper
Tremper
Scott Mattingly's Waddell & Reed Experience 2011 - 2012
Job Consultant Deployment at Acceleration
Industry Marketing and Advertising
Experience
Acceleration 2014 - Present
Waddell & Reed/Ivy Funds 2013 - 2014
Waddell & Reed/Ivy Funds 2012 - 2014
Waddell & Reed 2011 - 2012
Pearl Harbor Naval Shipyard & IMF June 2010 - October 2010
University of Hawaii at Manoa August 2009 - May 2010
University of Hawaii at Manoa January 2009 - May 2010
Ka Leo O Hawai`i January 2008 - May 2008
Skills
Research, Public Speaking, Social Media, Data Analysis, Microsoft Excel, PowerPoint, Teaching, Community Outreach, Teamwork, Microsoft Office, Editing, Social Networking, Statistics, Google Adwords, Google Analytics, Email Marketing, Analytics, Web Marketing, HTML, Adobe Fireworks, CRM Integration, HTML emails, CRM databases, Online Marketing, Management, CRM Databases
Education
University of Hawaii at Manoa 2008 — 2010
BA, Psychology
Acceleration 2014 - Present
Waddell & Reed/Ivy Funds 2013 - 2014
Waddell & Reed/Ivy Funds 2012 - 2014
Waddell & Reed 2011 - 2012
Pearl Harbor Naval Shipyard & IMF June 2010 - October 2010
University of Hawaii at Manoa August 2009 - May 2010
University of Hawaii at Manoa January 2009 - May 2010
Ka Leo O Hawai`i January 2008 - May 2008
Skills
Research, Public Speaking, Social Media, Data Analysis, Microsoft Excel, PowerPoint, Teaching, Community Outreach, Teamwork, Microsoft Office, Editing, Social Networking, Statistics, Google Adwords, Google Analytics, Email Marketing, Analytics, Web Marketing, HTML, Adobe Fireworks, CRM Integration, HTML emails, CRM databases, Online Marketing, Management, CRM Databases
Education
University of Hawaii at Manoa 2008 — 2010
BA, Psychology
Brandon Arment's Waddell & Reed Experience 2014 - 2015
Job Artist, Author, Filmmaker
Industry Writing and Editing
Experience
Beyond the Zero Designs May 2004 - Present
Waddell & Reed 2014 - 2015
Target April 2009 - August 2014
Highline Rehab and Care Community August 2011 - July 2012
Nexion Health 2005 - 2006
Skills
Scheduling, Payroll, Accounts Payable, New Hire Orientations, Employee Training, Applicant Tracking..., Benefits Administration, I-9 audits, Volunteer Management, Creative Writing, Community Engagement, Hiring Practices, File Management, Microsoft Excel, Interviews, Management, Training, Social Media, Human Resources, Writing
Education
University of Colorado at Boulder 2004 — 2007
Bachelor of Fine Arts (B.F.A.), Cinematography and Film/Video Production
Beyond the Zero Designs May 2004 - Present
Waddell & Reed 2014 - 2015
Target April 2009 - August 2014
Highline Rehab and Care Community August 2011 - July 2012
Nexion Health 2005 - 2006
Skills
Scheduling, Payroll, Accounts Payable, New Hire Orientations, Employee Training, Applicant Tracking..., Benefits Administration, I-9 audits, Volunteer Management, Creative Writing, Community Engagement, Hiring Practices, File Management, Microsoft Excel, Interviews, Management, Training, Social Media, Human Resources, Writing
Education
University of Colorado at Boulder 2004 — 2007
Bachelor of Fine Arts (B.F.A.), Cinematography and Film/Video Production
Michael-Duy Nguyen's Waddell & Reed Experience May 2014 - August 2014
Job Intern at MassMutual Greater Houston
Industry Financial Services
Experience
MassMutual Greater Houston June 2015 - Present
The Program for Excellence in Selling January 2015 - Present
University of Houston August 2014 - Present
Innové, LLC April 2015 - May 2015
Waddell & Reed May 2014 - August 2014
AXA Advisors May 2014 - August 2014
University of Houston February 2014 - August 2014
Carefree Inn May 2013 - August 2013
Skills
Microsoft Word, PowerPoint, Microsoft Excel, Microsoft Office, Customer Service, Event Planning, Keynote, OS X, Typing: 110wpm, Flute, Piccolo, Music, 10-key by touch, Apple OS X, Apple Pages, Apple Keynote, Public Speaking, Teamwork, ShiftPlanning, Google Docs, SPIN Selling, Access, Outlook, Leadership
Education
C. T. Bauer College of Business, University of Houston 2012 — 2016
Bachelor of Business Administration (B.B.A.), Finance and Marketing, Senior
University of Houston 2012 — 2016
McNeil High School 2008 — 2012
MassMutual Greater Houston June 2015 - Present
The Program for Excellence in Selling January 2015 - Present
University of Houston August 2014 - Present
Innové, LLC April 2015 - May 2015
Waddell & Reed May 2014 - August 2014
AXA Advisors May 2014 - August 2014
University of Houston February 2014 - August 2014
Carefree Inn May 2013 - August 2013
Skills
Microsoft Word, PowerPoint, Microsoft Excel, Microsoft Office, Customer Service, Event Planning, Keynote, OS X, Typing: 110wpm, Flute, Piccolo, Music, 10-key by touch, Apple OS X, Apple Pages, Apple Keynote, Public Speaking, Teamwork, ShiftPlanning, Google Docs, SPIN Selling, Access, Outlook, Leadership
Education
C. T. Bauer College of Business, University of Houston 2012 — 2016
Bachelor of Business Administration (B.B.A.), Finance and Marketing, Senior
University of Houston 2012 — 2016
McNeil High School 2008 — 2012
Wesley LaRochelle Wesley LaRochelle's Waddell & Reed Experience December 2011 - December 2012
Job Clinical Program Coordinator: Referrals @ Dovetail Health
Industry Financial Services
Experience
Dovetail Health December 2012 - May 2015
Waddell & Reed December 2011 - December 2012
American Student Assistance 2008 - 2011
Acushnet Company August 2007 - February 2008
Skills
Microsoft Office, Process Improvement, Microsoft Word, Writing, Editing, Typing, Data Entry, Graphic Design, Design
Education
University of Massachusetts, Amherst 2002 — 2006
Bachelor of Arts (B.A.), Writing, General
Greater New Bedford Voc-Tech High School 1998 — 2002
Design and Visual Communications, General
Dovetail Health December 2012 - May 2015
Waddell & Reed December 2011 - December 2012
American Student Assistance 2008 - 2011
Acushnet Company August 2007 - February 2008
Skills
Microsoft Office, Process Improvement, Microsoft Word, Writing, Editing, Typing, Data Entry, Graphic Design, Design
Education
University of Massachusetts, Amherst 2002 — 2006
Bachelor of Arts (B.A.), Writing, General
Greater New Bedford Voc-Tech High School 1998 — 2002
Design and Visual Communications, General
Donna Krier Donna Krier's Waddell & Reed Experience June 2009 - October 2012
Job ESG Manager at RubinBrown LLP
Industry Accounting
Experience
RubinBrown LLP December 2012 - Present
Waddell & Reed June 2009 - October 2012
General Moly, Inc. August 2007 - April 2009
Siemens Building Technologies Security Products Ltd. November 2004 - March 2007
Various Companies and Industries April 1990 - November 2004
Skills
Auditing, Financial Reporting, Microsoft Excel, Financial Analysis, Financial Accounting, Tax, Internal Controls, QuickBooks, Finance, Accounts Payable, GAAP, Accounting, Financial Planning, CPA, Analysis, Tax Returns, Process Improvement
Education
University of Denver 2008 — 2009
Master of Taxation, Tax and Accounting
University of Colorado Denver 1999 — 2000
Master of Accounting, Accounting and Finance
RubinBrown LLP December 2012 - Present
Waddell & Reed June 2009 - October 2012
General Moly, Inc. August 2007 - April 2009
Siemens Building Technologies Security Products Ltd. November 2004 - March 2007
Various Companies and Industries April 1990 - November 2004
Skills
Auditing, Financial Reporting, Microsoft Excel, Financial Analysis, Financial Accounting, Tax, Internal Controls, QuickBooks, Finance, Accounts Payable, GAAP, Accounting, Financial Planning, CPA, Analysis, Tax Returns, Process Improvement
Education
University of Denver 2008 — 2009
Master of Taxation, Tax and Accounting
University of Colorado Denver 1999 — 2000
Master of Accounting, Accounting and Finance
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)
Paul Tilyaev, CPA, MSF Paul Tilyaev, CPA, MSF's Waddell & Reed Experience October 2010 - January 2013
Job Senior Consultant Accounting and Reporting Transformation | Deloitte Advisory
Industry Financial Services
Experience
Deloitte May 2014 - Present
PwC January 2013 - May 2014
Waddell & Reed October 2010 - January 2013
State Street January 2008 - October 2010
Skills
Financial Reporting, US GAAP, Financial Planning, Entrepreneurship, Business Modeling, Financial Analysis, Investments, Investment Banking, Mutual Funds, SEC filings, Risk Management, Start-ups, Capital Markets, Process Improvement, CPA, Due Diligence, Private Equity, Trading, Strategic Financial..., Finance, Auditing, Financial Modeling, Management, Valuation, Budgets, SEC Filings, Accounting, Internal Controls, Financial Accounting, Analysis, Financial Statements, Financial Services, Internal Audit, Financial Risk, Assurance, Consulting, Equities, Corporate Finance, GAAP, Business Analysis
Education
University of Missouri-Kansas City 2011 — 2013
MSF, Master of Science in Finance
University of Iowa - Henry B. Tippie College of Business 2005 — 2007
BA, Accounting
University of Iowa - Henry B. Tippie College of Business 2005 — 2007
Certificate, Entrepreneurial Studies
Deloitte May 2014 - Present
PwC January 2013 - May 2014
Waddell & Reed October 2010 - January 2013
State Street January 2008 - October 2010
Skills
Financial Reporting, US GAAP, Financial Planning, Entrepreneurship, Business Modeling, Financial Analysis, Investments, Investment Banking, Mutual Funds, SEC filings, Risk Management, Start-ups, Capital Markets, Process Improvement, CPA, Due Diligence, Private Equity, Trading, Strategic Financial..., Finance, Auditing, Financial Modeling, Management, Valuation, Budgets, SEC Filings, Accounting, Internal Controls, Financial Accounting, Analysis, Financial Statements, Financial Services, Internal Audit, Financial Risk, Assurance, Consulting, Equities, Corporate Finance, GAAP, Business Analysis
Education
University of Missouri-Kansas City 2011 — 2013
MSF, Master of Science in Finance
University of Iowa - Henry B. Tippie College of Business 2005 — 2007
BA, Accounting
University of Iowa - Henry B. Tippie College of Business 2005 — 2007
Certificate, Entrepreneurial Studies
Steve Runkel Steve Runkel's Waddell & Reed Experience January 2010 - December 2012
Job Business Development Manager at H.Brooks & Company
Industry Food Production
Experience
H. Brooks and Company September 2015 - Present
AutoNation Ford of White Bear Lake, MN January 2013 - August 2015
Waddell & Reed January 2010 - December 2012
Datastream Connexion January 2012 - September 2012
King's Command Foods, Inc. August 2008 - September 2009
Quik-to-Fix Foods, Inc. January 1996 - September 2006
Tyson Foods January 1991 - December 1996
Harker's Inc. June 1988 - December 1990
Oscar Mayer July 1980 - December 1987
Skills
Sales Management, Key Account Management, Account Management, New Business Development, Management, B2B, Direct Sales, Selling, Strategy, National Accounts, Product Development, Food Service, Food, Sales, Business Planning, Leadership, Key Account Development, Strategic Planning, Cross-functional Team..., Team Building, CRM, Forecasting, Competitive Analysis, Income Statement, Business Development, Consumer Products, Hunter, Customer Service, P&L Management, Food Industry, P&L Responsibility, SPIN Selling, Strategic Selling, Miller Heiman, Major Accounts, Complex Sales, Sales Operations, Program Management, Retail, Pricing, Marketing Strategy, Profit, Brand Development, Business Strategy, Training, Product Management, Grocery, Sales Presentations, Market Planning, Manufacturing
Education
University of Minnesota - Carlson School of Management 1976 — 1980
BS Business, Marketing, Finance, Transportation
H. Brooks and Company September 2015 - Present
AutoNation Ford of White Bear Lake, MN January 2013 - August 2015
Waddell & Reed January 2010 - December 2012
Datastream Connexion January 2012 - September 2012
King's Command Foods, Inc. August 2008 - September 2009
Quik-to-Fix Foods, Inc. January 1996 - September 2006
Tyson Foods January 1991 - December 1996
Harker's Inc. June 1988 - December 1990
Oscar Mayer July 1980 - December 1987
Skills
Sales Management, Key Account Management, Account Management, New Business Development, Management, B2B, Direct Sales, Selling, Strategy, National Accounts, Product Development, Food Service, Food, Sales, Business Planning, Leadership, Key Account Development, Strategic Planning, Cross-functional Team..., Team Building, CRM, Forecasting, Competitive Analysis, Income Statement, Business Development, Consumer Products, Hunter, Customer Service, P&L Management, Food Industry, P&L Responsibility, SPIN Selling, Strategic Selling, Miller Heiman, Major Accounts, Complex Sales, Sales Operations, Program Management, Retail, Pricing, Marketing Strategy, Profit, Brand Development, Business Strategy, Training, Product Management, Grocery, Sales Presentations, Market Planning, Manufacturing
Education
University of Minnesota - Carlson School of Management 1976 — 1980
BS Business, Marketing, Finance, Transportation
Kristen Syens Kristen Syens's Waddell & Reed Experience December 2003 - December 2004
Job LDN, CLS, MBA
Industry Health, Wellness and Fitness
Experience
Well Child Center June 2010 - Present
Well Child Center October 2001 - January 2006
Waddell & Reed December 2003 - December 2004
Banner Personnel February 2001 - May 2001
CDW June 2000 - February 2001
Skills
Wellness, Nutrition, Nutritional Counseling, Healthcare, Customer Service, Public Speaking, Finance, Sales, Teaching, Team Management, Management, Psychotherapy
Education
Webster University 2001 — 2003
Master of Business Administration (MBA), Business Administration and Management, General
University of Illinois at Urbana-Champaign
Bachelor of Science (BS), Food Science and Human Nutrition
Well Child Center June 2010 - Present
Well Child Center October 2001 - January 2006
Waddell & Reed December 2003 - December 2004
Banner Personnel February 2001 - May 2001
CDW June 2000 - February 2001
Skills
Wellness, Nutrition, Nutritional Counseling, Healthcare, Customer Service, Public Speaking, Finance, Sales, Teaching, Team Management, Management, Psychotherapy
Education
Webster University 2001 — 2003
Master of Business Administration (MBA), Business Administration and Management, General
University of Illinois at Urbana-Champaign
Bachelor of Science (BS), Food Science and Human Nutrition
Robert Pellati's Waddell & Reed Experience June 2012 - November 2012
Job Cetera Financial Group
Industry Financial Services
Experience
Cetera Financial Group October 2014 - Present
NFP Advisor Services Group August 2013 - October 2014
NFP Advisor Services Group January 2013 - August 2013
Waddell & Reed June 2012 - November 2012
Cantor Fitzgerald September 2001 - February 2011
Cantor Fitzgerald January 1997 - January 2000
Robertson Stephens & Co January 1996 - January 1997
Cantor Fitzgerald January 1993 - May 1996
Cantor Fitzgerald January 1991 - January 1993
Skills
Capital Raising, Securitization, Private Placements, Equity Trading, Series 7, Equities, Series 63, Securities, Trading, Bloomberg, Hedge Funds, Electronic Trading, Trading Systems, Capital Markets, Options, Alternative Investments, Equity Derivatives, Traders, Investments, Equity Research, Financial Markets, Derivatives, series 66, series 24, Texas Insurance License, Series 24, Portfolio Management, Asset Management, ETFs, FINRA, Mutual Funds, Prime Brokerage, Investment Banking, Investment Advisory, FX Options, Proprietary Trading, Risk Management, Investment Management, Uniform Combined State..., Emerging Markets, Finance, Wealth Management, Trading Strategies, Private Equity, Investment Strategies, Equity Capital Markets, Hedging, Stocks, Commodity, Asset Allocation
Education
University of Iowa 1985 — 1989
BA, Political Science
Cetera Financial Group October 2014 - Present
NFP Advisor Services Group August 2013 - October 2014
NFP Advisor Services Group January 2013 - August 2013
Waddell & Reed June 2012 - November 2012
Cantor Fitzgerald September 2001 - February 2011
Cantor Fitzgerald January 1997 - January 2000
Robertson Stephens & Co January 1996 - January 1997
Cantor Fitzgerald January 1993 - May 1996
Cantor Fitzgerald January 1991 - January 1993
Skills
Capital Raising, Securitization, Private Placements, Equity Trading, Series 7, Equities, Series 63, Securities, Trading, Bloomberg, Hedge Funds, Electronic Trading, Trading Systems, Capital Markets, Options, Alternative Investments, Equity Derivatives, Traders, Investments, Equity Research, Financial Markets, Derivatives, series 66, series 24, Texas Insurance License, Series 24, Portfolio Management, Asset Management, ETFs, FINRA, Mutual Funds, Prime Brokerage, Investment Banking, Investment Advisory, FX Options, Proprietary Trading, Risk Management, Investment Management, Uniform Combined State..., Emerging Markets, Finance, Wealth Management, Trading Strategies, Private Equity, Investment Strategies, Equity Capital Markets, Hedging, Stocks, Commodity, Asset Allocation
Education
University of Iowa 1985 — 1989
BA, Political Science
Laksh Khurana Laksh Khurana's Waddell & Reed Experience May 2013 - December 2013
Job MBA | Deal Flow Associate at MAYWIC SELECT INVESTMENTS | Entrepreneur
Industry Investment Management
Experience
MAYWIC Select Investments July 2014 - Present
University of Cincinnati August 2013 - July 2014
Sustain-A-Watt Energy Solutions LLC August 2012 - July 2014
SpectroFerm Incorporated January 2014 - May 2014
University of Cincinnati August 2013 - April 2014
Waddell & Reed May 2013 - December 2013
University of Cincinnati January 2013 - August 2013
Standard Chartered Bank June 2011 - August 2011
Skills
Leadership, Entrepreneurship, Team Leadership, Social Networking, Microsoft Office, Customer Service, Portfolio Management, Microsoft Word, Financial Analysis, PowerPoint, Strategic Planning, Marketing, Accounting, Event Planning, Negotiation, Supply Chain Management, Public Speaking, Project Management, Start-ups, Photography, Communication, Valuation, Problem Solving, Corporate Finance, Deal Flow, Managerial Finance, Venture Capital, Innovation, New Business Development, Networking, IT Management, Career Management, Assistant Teaching, Supply Chain, Global Business..., IT Audit, Management Accounting, Corporate Law, Strategic Enterprise..., MBA, Marketing Research, Financial Advisory, Start-up Ventures, IT Troubleshooting and..., Start-up Consulting, SEO, Managerial Skills, Sustainability, New Ventures, New Venture Development
Education
University of Cincinnati 2012 — 2014
Master of Business Administration (MBA), Entrepreneurship, 3.7
Guru Gobind Singh Indraprastha University (GGSIPU) 2009 — 2012
Bachelor of Business Administration (BBA), GPA = 3.4/4.0
MAYWIC Select Investments July 2014 - Present
University of Cincinnati August 2013 - July 2014
Sustain-A-Watt Energy Solutions LLC August 2012 - July 2014
SpectroFerm Incorporated January 2014 - May 2014
University of Cincinnati August 2013 - April 2014
Waddell & Reed May 2013 - December 2013
University of Cincinnati January 2013 - August 2013
Standard Chartered Bank June 2011 - August 2011
Skills
Leadership, Entrepreneurship, Team Leadership, Social Networking, Microsoft Office, Customer Service, Portfolio Management, Microsoft Word, Financial Analysis, PowerPoint, Strategic Planning, Marketing, Accounting, Event Planning, Negotiation, Supply Chain Management, Public Speaking, Project Management, Start-ups, Photography, Communication, Valuation, Problem Solving, Corporate Finance, Deal Flow, Managerial Finance, Venture Capital, Innovation, New Business Development, Networking, IT Management, Career Management, Assistant Teaching, Supply Chain, Global Business..., IT Audit, Management Accounting, Corporate Law, Strategic Enterprise..., MBA, Marketing Research, Financial Advisory, Start-up Ventures, IT Troubleshooting and..., Start-up Consulting, SEO, Managerial Skills, Sustainability, New Ventures, New Venture Development
Education
University of Cincinnati 2012 — 2014
Master of Business Administration (MBA), Entrepreneurship, 3.7
Guru Gobind Singh Indraprastha University (GGSIPU) 2009 — 2012
Bachelor of Business Administration (BBA), GPA = 3.4/4.0
Alicia Fryc Alicia Fryc's Waddell & Reed Experience 2004 - 2006
Job Regional Business Consultant at Symmetry Partners
Industry Financial Services
Experience
Symmetry Partners 2012 - Present
Fusion Advisor Network 2011 - 2012
MetLife Financial Group of New York 2008 - 2011
MainStay Investments 2006 - 2008
Waddell & Reed 2004 - 2006
Skills
Retirement Planning, Series 7, Series 63, Mutual Funds, Wealth Management, Investment Advisory, Portfolio Management, Risk Management, Investments, Financial Advisory, Finance, Asset Allocation, Securities, Retirement, Asset Management
Education
University of Connecticut 2000 — 2004
Bachelors, Economics
Symmetry Partners 2012 - Present
Fusion Advisor Network 2011 - 2012
MetLife Financial Group of New York 2008 - 2011
MainStay Investments 2006 - 2008
Waddell & Reed 2004 - 2006
Skills
Retirement Planning, Series 7, Series 63, Mutual Funds, Wealth Management, Investment Advisory, Portfolio Management, Risk Management, Investments, Financial Advisory, Finance, Asset Allocation, Securities, Retirement, Asset Management
Education
University of Connecticut 2000 — 2004
Bachelors, Economics
Conrad Marcewicz's Waddell & Reed Experience May 2012 - June 2012
Job Tax Staff at O'Connor Davies, LLP
Industry Accounting
Experience
O'Connor Davies, LLP May 2014 - Present
Union Street Market September 2011 - Present
Fiondella, Milone & LaSaracina LLP (FML) May 2013 - August 2013
Pitney Bowes July 2012 - August 2012
Waddell & Reed May 2012 - June 2012
Stop and Shop May 2010 - August 2011
Internal Revenue Service February 2010 - March 2011
Hastings, Cohan, and Walsh LLP April 2010 - June 2010
The Good Dog Foundation May 2008 - June 2010
Parks and Recreation June 2009 - August 2009
Skills
Microsoft Office, Windows 7, Microsoft Excel, Vertex, Teamwork, Conscientious, Microsoft Word, PowerPoint, Highly Ambitious
Education
The University of Connecticut 2010 — 2014
BS, Accounting, 3.6/4.0
O'Connor Davies, LLP May 2014 - Present
Union Street Market September 2011 - Present
Fiondella, Milone & LaSaracina LLP (FML) May 2013 - August 2013
Pitney Bowes July 2012 - August 2012
Waddell & Reed May 2012 - June 2012
Stop and Shop May 2010 - August 2011
Internal Revenue Service February 2010 - March 2011
Hastings, Cohan, and Walsh LLP April 2010 - June 2010
The Good Dog Foundation May 2008 - June 2010
Parks and Recreation June 2009 - August 2009
Skills
Microsoft Office, Windows 7, Microsoft Excel, Vertex, Teamwork, Conscientious, Microsoft Word, PowerPoint, Highly Ambitious
Education
The University of Connecticut 2010 — 2014
BS, Accounting, 3.6/4.0
Mary Schrader's Waddell & Reed Experience December 2013 - Present
Job Variable Product Coordinator at Waddell & Reed
Industry
Experience
Waddell & Reed December 2013 - Present
Jackoboice & Fisher, LLC September 2010 - December 2013
Total Risk Management May 2004 - August 2010
Skills
Teamwork, Goal Oriented, Leadership, Customer Service, Managing Database, Scheduling Management, Office Administration, Invoicing, Organization
Education
University of Missouri-Columbia 2006 — 2010
Bachelor of Arts (B.A.), Mass Communication/Media Studies
Waddell & Reed December 2013 - Present
Jackoboice & Fisher, LLC September 2010 - December 2013
Total Risk Management May 2004 - August 2010
Skills
Teamwork, Goal Oriented, Leadership, Customer Service, Managing Database, Scheduling Management, Office Administration, Invoicing, Organization
Education
University of Missouri-Columbia 2006 — 2010
Bachelor of Arts (B.A.), Mass Communication/Media Studies
Patricia Meland Patricia Meland's Waddell & Reed Experience 2000 - 2002
Job Financial Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2013 - Present
ING U.S. November 2004 - June 2013
Principal Financial Group 2003 - 2004
State Farm Insurance 2002 - 2003
Waddell & Reed 2000 - 2002
Skills
Annuities, Insurance, Mutual Funds, Retirement Planning, Series 63, Wholesaling, Pensions, Recruiting, Series 7, Strategic Financial..., Webinars, Brainshark, Microsoft Office, Salesforce.com, ACT CRM, Sales Presentations, Fixed Annuities, Wealth Management, Financial Advisory, Financial Services, Asset Allocation, Business Development, 401k, Financial Planning, Investment Strategies, Investments, Retirement
Education
University of Minnesota-Crookston
Fidelity Investments June 2013 - Present
ING U.S. November 2004 - June 2013
Principal Financial Group 2003 - 2004
State Farm Insurance 2002 - 2003
Waddell & Reed 2000 - 2002
Skills
Annuities, Insurance, Mutual Funds, Retirement Planning, Series 63, Wholesaling, Pensions, Recruiting, Series 7, Strategic Financial..., Webinars, Brainshark, Microsoft Office, Salesforce.com, ACT CRM, Sales Presentations, Fixed Annuities, Wealth Management, Financial Advisory, Financial Services, Asset Allocation, Business Development, 401k, Financial Planning, Investment Strategies, Investments, Retirement
Education
University of Minnesota-Crookston
Lee Stennes's Waddell & Reed Experience January 2010 - June 2011
Job
Industry Financial Services
Experience
J.P. Morgan Securities LLC July 2012 - September 2013
Merrill Lynch June 2011 - July 2012
Waddell & Reed January 2010 - June 2011
Georgia Board of Regents/Univ System of Georgia August 2000 - November 2005
Education
University of Georgia - Terry College of Business 1995 — 1999
J.P. Morgan Securities LLC July 2012 - September 2013
Merrill Lynch June 2011 - July 2012
Waddell & Reed January 2010 - June 2011
Georgia Board of Regents/Univ System of Georgia August 2000 - November 2005
Education
University of Georgia - Terry College of Business 1995 — 1999
Keita Cline MBA, CLU® Keita Cline MBA, CLU®'s Waddell & Reed Experience August 2004 - October 2007
Job Regional Vice President at Prudential Insurance Company of America
Industry Financial Services
Experience
Prudential Insurance Company of America September 2014 - Present
Prudential Insurance Company of America October 2012 - September 2014
ING March 2011 - October 2012
ING October 2007 - March 2011
Waddell & Reed August 2004 - October 2007
Minnesota Life 2002 - 2004
Minnesota Life 1999 - 2002
Skills
Financial Planning, Process Improvement, Six Sigma, Investments, Financial Analysis, Retirement Planning, Insurance, Business Strategy, Strategic Financial..., Business Development, Strategy, Cross-functional Team..., Coaching, Strategic Planning, Project Management, CRM, Training, Life Insurance
Education
University of Minnesota - Carlson School of Management 2009 — 2011
MBA
University of Minnesota-Twin Cities 1991 — 1996
Prudential Insurance Company of America September 2014 - Present
Prudential Insurance Company of America October 2012 - September 2014
ING March 2011 - October 2012
ING October 2007 - March 2011
Waddell & Reed August 2004 - October 2007
Minnesota Life 2002 - 2004
Minnesota Life 1999 - 2002
Skills
Financial Planning, Process Improvement, Six Sigma, Investments, Financial Analysis, Retirement Planning, Insurance, Business Strategy, Strategic Financial..., Business Development, Strategy, Cross-functional Team..., Coaching, Strategic Planning, Project Management, CRM, Training, Life Insurance
Education
University of Minnesota - Carlson School of Management 2009 — 2011
MBA
University of Minnesota-Twin Cities 1991 — 1996
Jacob Byers's Waddell & Reed Experience August 2013 - November 2013
Job Financial Services Recruiter at Park Hudson
Industry Staffing and Recruiting
Experience
Park Hudson 2015 - Present
United Medical LLC November 2013 - 2015
Waddell & Reed August 2013 - November 2013
Kohl's Department Stores May 2013 - August 2013
The Children's Beach House January 2012 - May 2013
University of Delaware August 2011 - May 2012
Skills
Microsoft Office, Social Media, Operations Management, QuickBase, QuickBooks, PDS, Bloomberg, Mac OS, Outstanding..., Conscientious, Level Headed, Data Analysis, Microsoft Word, PowerPoint, Microsoft Excel, Public Speaking, Teamwork
Education
University of Delaware 2010 — 2014
Bachelor of Science (B.S.), Operations Management and Supervision
University of Delaware 2010 — 2014
Bachelor of Science (B.S.), Finance, General
charter
Park Hudson 2015 - Present
United Medical LLC November 2013 - 2015
Waddell & Reed August 2013 - November 2013
Kohl's Department Stores May 2013 - August 2013
The Children's Beach House January 2012 - May 2013
University of Delaware August 2011 - May 2012
Skills
Microsoft Office, Social Media, Operations Management, QuickBase, QuickBooks, PDS, Bloomberg, Mac OS, Outstanding..., Conscientious, Level Headed, Data Analysis, Microsoft Word, PowerPoint, Microsoft Excel, Public Speaking, Teamwork
Education
University of Delaware 2010 — 2014
Bachelor of Science (B.S.), Operations Management and Supervision
University of Delaware 2010 — 2014
Bachelor of Science (B.S.), Finance, General
charter
Tayler Herndon's Waddell & Reed Experience August 2011 - December 2011
Job Financial Analyst at Lockheed Martin
Industry Aviation & Aerospace
Experience
Lockheed Martin January 2014 - Present
Mansfield Oil Company May 2012 - December 2013
Waddell & Reed August 2011 - December 2011
Skills
Microsoft Office, Excel, PowerPoint, Access, Adobe Acrobat, Facebook, Twitter, iTunes, Photoshop, Photography, Scrapbooking, Instagram, PC, Mac, Microsoft Excel
Education
University of Georgia - Terry College of Business 2007 — 2011
Bachelor of Business Administration, Finance, 3.0
Lockheed Martin January 2014 - Present
Mansfield Oil Company May 2012 - December 2013
Waddell & Reed August 2011 - December 2011
Skills
Microsoft Office, Excel, PowerPoint, Access, Adobe Acrobat, Facebook, Twitter, iTunes, Photoshop, Photography, Scrapbooking, Instagram, PC, Mac, Microsoft Excel
Education
University of Georgia - Terry College of Business 2007 — 2011
Bachelor of Business Administration, Finance, 3.0
Mat Apodaca CIR, CSSR Mat Apodaca CIR, CSSR's Waddell & Reed Experience February 2011 - January 2012
Job Business Development Executive at Lockton Affinity
Industry Insurance
Experience
Lockton Affinity February 2012 - Present
Waddell & Reed February 2011 - January 2012
Lockton Companies, LLC July 2006 - January 2011
The Triple-i Corporation July 2005 - July 2006
Parker & Lynch January 2004 - August 2005
Skills
Professional..., Franchising, Affinity Groups, Professional Liability, Executive Sales..., Program Management, Insurance, Elder Care, Veterans, Allied Health, New Business Development, Trade Associations, Commercial Insurance, Executive Search, AIRS trained, AIRS CIR, Outdoor Recreation, Outdoors, Motorsports, Personal Training, Employee Benefits, Property & Casualty..., Program Administration, Fitness, Applicant Tracking..., Sourcing, Human Resources, Marketing, Leadership, Management, Sales, Recruiting, Cold Calling, Strategy, Interviews
Education
AIRS University 2010 — 2012
CIR, CSSR, AIRS Recruitment
American Council Exercise 2003 — 2011
American Council on Exercise, Fitness & Personal Training
American Institute CPCU 2008 — 2008
Certificate General Insurance, INS 21, 22, 23
University of Missouri-Columbia
Bachelor, Fine Arts - Art History Minor
Lockton Affinity February 2012 - Present
Waddell & Reed February 2011 - January 2012
Lockton Companies, LLC July 2006 - January 2011
The Triple-i Corporation July 2005 - July 2006
Parker & Lynch January 2004 - August 2005
Skills
Professional..., Franchising, Affinity Groups, Professional Liability, Executive Sales..., Program Management, Insurance, Elder Care, Veterans, Allied Health, New Business Development, Trade Associations, Commercial Insurance, Executive Search, AIRS trained, AIRS CIR, Outdoor Recreation, Outdoors, Motorsports, Personal Training, Employee Benefits, Property & Casualty..., Program Administration, Fitness, Applicant Tracking..., Sourcing, Human Resources, Marketing, Leadership, Management, Sales, Recruiting, Cold Calling, Strategy, Interviews
Education
AIRS University 2010 — 2012
CIR, CSSR, AIRS Recruitment
American Council Exercise 2003 — 2011
American Council on Exercise, Fitness & Personal Training
American Institute CPCU 2008 — 2008
Certificate General Insurance, INS 21, 22, 23
University of Missouri-Columbia
Bachelor, Fine Arts - Art History Minor
Trent Ainsworth's Waddell & Reed Experience May 1992 - May 1994
Job Application Developer III at Sprint
Industry Telecommunications
Experience
Sprint October 2007 - Present
Embarq May 2006 - October 2007
IBM Global Services September 2004 - May 2006
Sprint May 1994 - September 2004
Waddell & Reed May 1992 - May 1994
Education
University of Central Missouri 1986 — 1991
Sprint October 2007 - Present
Embarq May 2006 - October 2007
IBM Global Services September 2004 - May 2006
Sprint May 1994 - September 2004
Waddell & Reed May 1992 - May 1994
Education
University of Central Missouri 1986 — 1991
Sunita Sanjanwala's Waddell & Reed Experience January 2006 - December 2007
Job Owner at Primrose School of Overland Park
Industry Education Management
Experience
Primrose Schools September 2012 - Present
Waddell & Reed Financial Services January 2007 - September 2012
Waddell & Reed January 2006 - December 2007
Ameriprise Financial Advisors August 2002 - August 2005
Skills
SharePoint, MS Office tools, SnagIt, SDLC, Microsoft Office, Process Improvement, Software Documentation, Program Management, Requirements Analysis, Vendor Management, Project Management, Business Intelligence, PMO, Requirements Gathering, Software Project..., PMP, Risk Management
Education
University of Michigan - Stephen M. Ross School of Business 2000 — 2002
Bachelor of Business Administration (BBA), Marketing and Computer Information Systems
Primrose Schools September 2012 - Present
Waddell & Reed Financial Services January 2007 - September 2012
Waddell & Reed January 2006 - December 2007
Ameriprise Financial Advisors August 2002 - August 2005
Skills
SharePoint, MS Office tools, SnagIt, SDLC, Microsoft Office, Process Improvement, Software Documentation, Program Management, Requirements Analysis, Vendor Management, Project Management, Business Intelligence, PMO, Requirements Gathering, Software Project..., PMP, Risk Management
Education
University of Michigan - Stephen M. Ross School of Business 2000 — 2002
Bachelor of Business Administration (BBA), Marketing and Computer Information Systems
William Fay's Waddell & Reed Experience June 2015 - Present
Job Financial Advisor at Waddell & Reed
Industry Financial Services
Experience
Waddell & Reed June 2015 - Present
Edward Jones Investments 2009 - Present
UBS Wealth Management December 2007 - December 2009
Analysts International 1994 - 2007
Education
University of Michigan 1974 — 1978
Waddell & Reed June 2015 - Present
Edward Jones Investments 2009 - Present
UBS Wealth Management December 2007 - December 2009
Analysts International 1994 - 2007
Education
University of Michigan 1974 — 1978
Kristen Richards's Waddell & Reed Experience September 1995 - July 2015
Job Managing Director, Chief Compliance Officer at Chiron Investment Management
Industry Investment Management
Experience
Chiron Investment Management July 2015 - Present
Waddell & Reed September 1995 - July 2015
Education
University of Kansas School of Law
Juris Doctor (J.D.)
Chiron Investment Management July 2015 - Present
Waddell & Reed September 1995 - July 2015
Education
University of Kansas School of Law
Juris Doctor (J.D.)
Mark Leesman's Waddell & Reed Experience October 2004 - January 2009
Job System Support Specialist
Industry Banking
Experience
Midwest Independent Bank July 2011 - Present
Prime Inc. October 2009 - July 2011
Rhomar Industries February 2009 - September 2009
Waddell & Reed October 2004 - January 2009
Skills
Customer Service, Process Improvement, Banking, Business Analysis, Administration, Team Leadership, Outlook, Customer Satisfaction, Analysis, Public Speaking, Strategic Planning, Leadership, Team Building, VB.NET, Microsoft Office, Microsoft Excel, VBA, Visual Studio
Education
University of Illinois at Urbana-Champaign 2000 — 2004
Bachelor of Science (BS), Business Administration
Midwest Independent Bank July 2011 - Present
Prime Inc. October 2009 - July 2011
Rhomar Industries February 2009 - September 2009
Waddell & Reed October 2004 - January 2009
Skills
Customer Service, Process Improvement, Banking, Business Analysis, Administration, Team Leadership, Outlook, Customer Satisfaction, Analysis, Public Speaking, Strategic Planning, Leadership, Team Building, VB.NET, Microsoft Office, Microsoft Excel, VBA, Visual Studio
Education
University of Illinois at Urbana-Champaign 2000 — 2004
Bachelor of Science (BS), Business Administration
Mindi Leftwich's Waddell & Reed Experience December 2014 - Present
Job Business Intelligence Developer at Garmin International
Industry Electrical/Electronic Manufacturing
Experience
Waddell & Reed December 2014 - Present
Garmin International February 2012 - January 2015
Waddell & Reed March 2009 - January 2012
Waddell & Reed Financial Services September 2007 - March 2009
Perceptive Software May 2005 - September 2007
Sprint 1997 - 2005
Skills
Visio, SDLC, Requirements Gathering, Data Warehousing, SharePoint, Business Analysis, Requirements Analysis, Data Modeling, Integration, Program Management, Agile Methodologies, Business Requirements, Business Intelligence, Software Project...
Education
University of Kansas - Graduate School of Business 2001 — 2004
Master of Business Administration (MBA), Finance, Portfolio Management
University of Central Missouri 1995 — 1997
BSBA, CIS
Waddell & Reed December 2014 - Present
Garmin International February 2012 - January 2015
Waddell & Reed March 2009 - January 2012
Waddell & Reed Financial Services September 2007 - March 2009
Perceptive Software May 2005 - September 2007
Sprint 1997 - 2005
Skills
Visio, SDLC, Requirements Gathering, Data Warehousing, SharePoint, Business Analysis, Requirements Analysis, Data Modeling, Integration, Program Management, Agile Methodologies, Business Requirements, Business Intelligence, Software Project...
Education
University of Kansas - Graduate School of Business 2001 — 2004
Master of Business Administration (MBA), Finance, Portfolio Management
University of Central Missouri 1995 — 1997
BSBA, CIS
Ryan Worster, CIPM's Waddell & Reed Experience July 2008 - June 2010
Job Operations & Performance Analyst
Industry Financial Services
Experience
BMO Global Asset Management November 2014 - Present
BMO Global Asset Management June 2010 - November 2014
Waddell & Reed July 2008 - June 2010
State Street 1998 - 2008
Education
University of Iowa 1994 — 1998
Bachelor of Business Administration (BBA), Finance
BMO Global Asset Management November 2014 - Present
BMO Global Asset Management June 2010 - November 2014
Waddell & Reed July 2008 - June 2010
State Street 1998 - 2008
Education
University of Iowa 1994 — 1998
Bachelor of Business Administration (BBA), Finance
Julie McElhiney's Waddell & Reed Experience 1998 - Present
Job Senior Data Analyst at Waddell & Reed
Industry Information Technology and Services
Experience
Waddell & Reed Financial Services 1998 - Present
Waddell & Reed 1998 - Present
Tek Systems July 1997 - February 2006
Yellow Transportation October 1990 - July 1997
Skills
Data Management, Data Analysis, SQL, Microsoft SQL Server, Databases, Data Modeling, Software Development, Visio, SharePoint, Requirements Gathering, Database Design, SDLC, Software Documentation, DB2, Business Analysis, COBOL, Data Warehousing, ETL
Education
Central Missouri State University 1979 — 1981
BS, Computer Information Systems & Management
Waddell & Reed Financial Services 1998 - Present
Waddell & Reed 1998 - Present
Tek Systems July 1997 - February 2006
Yellow Transportation October 1990 - July 1997
Skills
Data Management, Data Analysis, SQL, Microsoft SQL Server, Databases, Data Modeling, Software Development, Visio, SharePoint, Requirements Gathering, Database Design, SDLC, Software Documentation, DB2, Business Analysis, COBOL, Data Warehousing, ETL
Education
Central Missouri State University 1979 — 1981
BS, Computer Information Systems & Management
Jason Erickson's Waddell & Reed Experience January 2011 - July 2013
Job Allstate Financial Services, LLC
Industry Financial Services
Experience
Allstate Financial Services, LLC August 2013 - Present
Waddell & Reed January 2011 - July 2013
Trader's Capital June 2009 - December 2010
Chicago Board Options Exchange January 1998 - May 2009
Timber Hill LLC January 1996 - January 1998
Nuveen Investments January 1992 - January 1996
Skills
Equities, Derivatives, Portfolio Management, Investments, Strategic Financial..., Financial Markets, ETFs, Series 7, Risk Management, Market Making, Proprietary Trading, Analysis, Commodity, Life Insurance, Volatility, Equity Trading, Alternative Investments, Asset Allocation, Volatility Arbitrage, Equity Derivatives, Fixed Income, Helping Clients Succeed, Stocks, Investment Strategies, Trading, Bonds, Securities, Hedge Funds, Mutual Funds, Financial Advisory, FINRA, Finance, Options
Education
University of Iowa 1987 — 1991
B.A., Economics
Allstate Financial Services, LLC August 2013 - Present
Waddell & Reed January 2011 - July 2013
Trader's Capital June 2009 - December 2010
Chicago Board Options Exchange January 1998 - May 2009
Timber Hill LLC January 1996 - January 1998
Nuveen Investments January 1992 - January 1996
Skills
Equities, Derivatives, Portfolio Management, Investments, Strategic Financial..., Financial Markets, ETFs, Series 7, Risk Management, Market Making, Proprietary Trading, Analysis, Commodity, Life Insurance, Volatility, Equity Trading, Alternative Investments, Asset Allocation, Volatility Arbitrage, Equity Derivatives, Fixed Income, Helping Clients Succeed, Stocks, Investment Strategies, Trading, Bonds, Securities, Hedge Funds, Mutual Funds, Financial Advisory, FINRA, Finance, Options
Education
University of Iowa 1987 — 1991
B.A., Economics
Thomas Kuczynko's Waddell & Reed Experience May 2009 - December 2010
Job Associate
Industry Investment Management
Experience
FOF Hedge Fund May 2015 - Present
Segal Rogerscasey July 2011 - May 2015
Prudential Financial January 2011 - July 2011
Waddell & Reed May 2009 - December 2010
Education
University of Connecticut 2005 — 2009
Bachelor of Arts (B.A.), Economics
University of Connecticut School of Liberal Arts & Sciences 2005 — 2009
Bachelor of Liberal Arts & Sciences, Economics
FOF Hedge Fund May 2015 - Present
Segal Rogerscasey July 2011 - May 2015
Prudential Financial January 2011 - July 2011
Waddell & Reed May 2009 - December 2010
Education
University of Connecticut 2005 — 2009
Bachelor of Arts (B.A.), Economics
University of Connecticut School of Liberal Arts & Sciences 2005 — 2009
Bachelor of Liberal Arts & Sciences, Economics
Lisa Koester's Waddell & Reed Experience April 2009 - November 2010
Job Remote Office Managment Services
Industry Legal Services
Experience
Remote Management March 2012 - Present
Waddell & Reed April 2009 - November 2010
JPMorgan Chase July 2007 - December 2008
Skills
Small Business Lending, Loans, Commercial Banking, Banking, Consumer Lending, Commercial Lending, Lines Of Credit, Credit, Mortgage Lending, Retail Banking, Credit Analysis, Series 6, Merchant Services, Cross Selling, Portfolio Management, Loan Origination, Credit Risk, Mortgage Banking, Commercial Mortgages, SBA, Payroll, Human Resources, Microsoft Excel, Timeslips, Paychex, QuickBooks, Abacus, Master Scheduling, Delegation
Education
University of Illinois at Chicago 2002 — 2007
Bachelor, Finance and Financial Management Services
Remote Management March 2012 - Present
Waddell & Reed April 2009 - November 2010
JPMorgan Chase July 2007 - December 2008
Skills
Small Business Lending, Loans, Commercial Banking, Banking, Consumer Lending, Commercial Lending, Lines Of Credit, Credit, Mortgage Lending, Retail Banking, Credit Analysis, Series 6, Merchant Services, Cross Selling, Portfolio Management, Loan Origination, Credit Risk, Mortgage Banking, Commercial Mortgages, SBA, Payroll, Human Resources, Microsoft Excel, Timeslips, Paychex, QuickBooks, Abacus, Master Scheduling, Delegation
Education
University of Illinois at Chicago 2002 — 2007
Bachelor, Finance and Financial Management Services
Shawn Reilly's Waddell & Reed Experience August 2008 - January 2013
Job Human
Industry Construction
Experience
Waddell & Reed August 2008 - January 2013
Hilton Worldwide January 2004 - January 2007
Iraq Summer Campaign 2007 - 2007
Skills
Event Planning, Fundraising, Public Speaking, Non-profits, Public Relations, Social Media, Event Management, Strategic Planning, Community Outreach, Social Media Marketing, Customer Service, Marketing, Media Relations, Volunteer Management, Marketing Strategy, Leadership Development
Education
University of Louisville 2001 — 2006
BS, Political Science
Trinity High School 1997 — 2001
Graduate, General
Waddell & Reed August 2008 - January 2013
Hilton Worldwide January 2004 - January 2007
Iraq Summer Campaign 2007 - 2007
Skills
Event Planning, Fundraising, Public Speaking, Non-profits, Public Relations, Social Media, Event Management, Strategic Planning, Community Outreach, Social Media Marketing, Customer Service, Marketing, Media Relations, Volunteer Management, Marketing Strategy, Leadership Development
Education
University of Louisville 2001 — 2006
BS, Political Science
Trinity High School 1997 — 2001
Graduate, General
Noreen McCluskey's Waddell & Reed Experience December 2009 - June 2010
Job Registered Investment Professional Seeking New Opportunity
Industry Financial Services
Experience
The Blue Orchid March 2014 - Present
Ameriprise Financial Services November 2013 - February 2014
Northwestern Mutual March 2012 - November 2013
Baystate Financial July 2011 - November 2011
Waddell & Reed December 2009 - June 2010
Deutsche Bank June 2009 - September 2009
Bank of America Investment Services February 2004 - February 2008
Skills
Office Management, Superior Client Service, Phone Etiquette, Microsoft Excel, Investments, Securities, Mutual Funds, MS Office, Trading, Operations Management, Writing, Time Management, Equities, Equity Research, ACATS, Wiring Funds, Executive Level..., Series 7, Series 63, Series 66, Life Accident and Health, Insurance
Education
Rittners School of Floral Design 1979 — 1979
Certificate in Floral Design
University of Massachusetts, Amherst 1974 — 1977
Bachelor's Degree, German Studies (1974-1977) Attended
Girls Latin School 1967 — 1973
High School, College Preparatory
The Blue Orchid March 2014 - Present
Ameriprise Financial Services November 2013 - February 2014
Northwestern Mutual March 2012 - November 2013
Baystate Financial July 2011 - November 2011
Waddell & Reed December 2009 - June 2010
Deutsche Bank June 2009 - September 2009
Bank of America Investment Services February 2004 - February 2008
Skills
Office Management, Superior Client Service, Phone Etiquette, Microsoft Excel, Investments, Securities, Mutual Funds, MS Office, Trading, Operations Management, Writing, Time Management, Equities, Equity Research, ACATS, Wiring Funds, Executive Level..., Series 7, Series 63, Series 66, Life Accident and Health, Insurance
Education
Rittners School of Floral Design 1979 — 1979
Certificate in Floral Design
University of Massachusetts, Amherst 1974 — 1977
Bachelor's Degree, German Studies (1974-1977) Attended
Girls Latin School 1967 — 1973
High School, College Preparatory
Michael House CPA CFP®'s Waddell & Reed Experience 1999 - 2004
Job Certified Financial Planner®
Industry Financial Services
Experience
H.D. Vest Financial Services 2004 - 2012
Waddell & Reed 1999 - 2004
Atwood Oceanics 1977 - 1999
Skills
Strategic Financial..., Retirement, Estate Planning, Retirement Planning, 401k, Financial Planners, Mutual Funds, Financial Accounting, Wealth Management, Asset Allocation, Accounting, Investments, Finance
Education
University of Houston 1972 — 1976
BBA, Accounting
H.D. Vest Financial Services 2004 - 2012
Waddell & Reed 1999 - 2004
Atwood Oceanics 1977 - 1999
Skills
Strategic Financial..., Retirement, Estate Planning, Retirement Planning, 401k, Financial Planners, Mutual Funds, Financial Accounting, Wealth Management, Asset Allocation, Accounting, Investments, Finance
Education
University of Houston 1972 — 1976
BBA, Accounting
Sheila Matthews's Waddell & Reed Experience July 2015 - Present
Job AVP Enterprise Technology Services at Waddell & Reed Financial Services
Industry Financial Services
Experience
Waddell & Reed July 2015 - Present
Waddell & Reed July 2012 - July 2015
Waddell & Reed Financial Services September 2004 - July 2012
Sprint March 1993 - August 2004
Computer Task Group 1991 - 1993
Motorola Solutions 1990 - 1991
Trans World Airlines 1987 - 1990
Waddell & Reed Financial Services 1983 - 1987
Florafax International 1981 - 1983
Skills
SDLC, Visio, Vendor Management, Program Management, Business Analysis, Process Improvement, Requirements Analysis, PMO, Software Project..., Project Portfolio..., Enterprise Architecture, PMP, Management, Agile Project Management, SharePoint, Requirements Gathering, Business Process, Business Process..., Business Intelligence
Education
Central Missouri State University 1977 — 1981
BS, Business Administration, Data Processing
Keller Graduate School of Management
Masters, Project Management
Waddell & Reed July 2015 - Present
Waddell & Reed July 2012 - July 2015
Waddell & Reed Financial Services September 2004 - July 2012
Sprint March 1993 - August 2004
Computer Task Group 1991 - 1993
Motorola Solutions 1990 - 1991
Trans World Airlines 1987 - 1990
Waddell & Reed Financial Services 1983 - 1987
Florafax International 1981 - 1983
Skills
SDLC, Visio, Vendor Management, Program Management, Business Analysis, Process Improvement, Requirements Analysis, PMO, Software Project..., Project Portfolio..., Enterprise Architecture, PMP, Management, Agile Project Management, SharePoint, Requirements Gathering, Business Process, Business Process..., Business Intelligence
Education
Central Missouri State University 1977 — 1981
BS, Business Administration, Data Processing
Keller Graduate School of Management
Masters, Project Management
Jan Netting, CLU, ChFC's Waddell & Reed Experience March 2008 - December 2008
Job Account Executive at AccuQuote
Industry Financial Services
Experience
AccuQuote May 2009 - Present
AccuQuote May 2009 - Present
Waddell & Reed March 2008 - December 2008
Waddell & Reed March 2008 - December 2008
Netting Financial Group November 1997 - March 2008
Netting Financial Group October 1997 - March 2008
Jefferson Pilot Financial June 1994 - November 1997
Jefferson Pilot Financial June 1994 - October 1997
Skills
Insurance, Disability Insurance, Sales, Fixed Annuities, Life Insurance, Training, Sales Management, Sales Operations, Underwriting
Education
University of Denver
BA, English
University of Denver
BA
AccuQuote May 2009 - Present
AccuQuote May 2009 - Present
Waddell & Reed March 2008 - December 2008
Waddell & Reed March 2008 - December 2008
Netting Financial Group November 1997 - March 2008
Netting Financial Group October 1997 - March 2008
Jefferson Pilot Financial June 1994 - November 1997
Jefferson Pilot Financial June 1994 - October 1997
Skills
Insurance, Disability Insurance, Sales, Fixed Annuities, Life Insurance, Training, Sales Management, Sales Operations, Underwriting
Education
University of Denver
BA, English
University of Denver
BA
Andrew Kross's Waddell & Reed Experience September 2009 - June 2011
Job Client Associate at Neuberger Berman
Industry Investment Management
Experience
Neuberger Berman July 2011 - Present
Waddell & Reed September 2009 - June 2011
Skills
Investments, Finance, Financial Analysis, Investment Management, Financial Modeling, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Series 7, Series 66
Education
University of Denver 2005 — 2009
BSBA, Finance, Sociology
Neuberger Berman July 2011 - Present
Waddell & Reed September 2009 - June 2011
Skills
Investments, Finance, Financial Analysis, Investment Management, Financial Modeling, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Series 7, Series 66
Education
University of Denver 2005 — 2009
BSBA, Finance, Sociology
C.K. Slater III's Waddell & Reed Experience October 2013 - March 2015
Job Financial Advisor With AIG Financial Network
Industry Financial Services
Experience
AIG April 2015 - Present
Jacksonville Young Republicans December 2014 - Present
Jacksonville Jaycees December 2014 - Present
Waddell & Reed October 2013 - March 2015
Prudential Network Realty January 2012 - December 2013
American Action Network August 2011 - October 2011
Bonner and Associates April 2011 - May 2011
Rep. Joe Walsh January 2011 - April 2011
Rep. Ander Crenshaw January 2011 - February 2011
Republican Party of Florida October 2010 - November 2010
Skills
Sellers, Research, Legal Writing, Short Sales, First Time Home Buyers, Legislation, Buyer Representation, Financial Planning, Business Planning, Life Insurance, Disability Insurance, Investment Advisory, Financial Advisory, Public Speaking, Finance, Customer Service, Real Estate Transactions, Analysis
Education
University of Florida 2004 — 2008
B.A., Political Science
AIG April 2015 - Present
Jacksonville Young Republicans December 2014 - Present
Jacksonville Jaycees December 2014 - Present
Waddell & Reed October 2013 - March 2015
Prudential Network Realty January 2012 - December 2013
American Action Network August 2011 - October 2011
Bonner and Associates April 2011 - May 2011
Rep. Joe Walsh January 2011 - April 2011
Rep. Ander Crenshaw January 2011 - February 2011
Republican Party of Florida October 2010 - November 2010
Skills
Sellers, Research, Legal Writing, Short Sales, First Time Home Buyers, Legislation, Buyer Representation, Financial Planning, Business Planning, Life Insurance, Disability Insurance, Investment Advisory, Financial Advisory, Public Speaking, Finance, Customer Service, Real Estate Transactions, Analysis
Education
University of Florida 2004 — 2008
B.A., Political Science
Gian Bertozzi's Waddell & Reed Experience January 2003 - January 2005
Job Executive Recruiter at The Bales Company
Industry Medical Devices
Experience
The Bales Company May 2009 - Present
BioPointe February 2005 - April 2008
Waddell & Reed January 2003 - January 2005
H&R Block May 1994 - December 2002
Skills
Neurology, Medical Devices, Management, Coaching, Start-ups, Healthcare, Biotechnology, Medicine, Customer Service, Sales Management, Orthopedic, Disposables, Interviews, Hospitals, Pharmaceutical Sales, Surgeons, Key Account Management, Training, Market Development, Building Relationships, Operating Room, Surgical Instruments, Cardiology, Business Development, Time Management, Capital Equipment, Executive Search, Marketing, Hardware Diagnostics, Medical Sales, Sales Effectiveness, Managed Care, Marketing Strategy, Physicians, Gastroenterology, Strategy, Sourcing, Selling, Cross-functional Team..., Sales Operations, Spine, Pharmaceutical Industry, Surgery, Urology, Sales Process, Human Resources, Product Launch, OB/GYN, Sales Force Development
Education
University of North Florida - College of Business Administration 1991 — 1994
Business Admin, Finance
University of Florida
Associate of Arts
Bolles
Bolles
The Bales Company May 2009 - Present
BioPointe February 2005 - April 2008
Waddell & Reed January 2003 - January 2005
H&R Block May 1994 - December 2002
Skills
Neurology, Medical Devices, Management, Coaching, Start-ups, Healthcare, Biotechnology, Medicine, Customer Service, Sales Management, Orthopedic, Disposables, Interviews, Hospitals, Pharmaceutical Sales, Surgeons, Key Account Management, Training, Market Development, Building Relationships, Operating Room, Surgical Instruments, Cardiology, Business Development, Time Management, Capital Equipment, Executive Search, Marketing, Hardware Diagnostics, Medical Sales, Sales Effectiveness, Managed Care, Marketing Strategy, Physicians, Gastroenterology, Strategy, Sourcing, Selling, Cross-functional Team..., Sales Operations, Spine, Pharmaceutical Industry, Surgery, Urology, Sales Process, Human Resources, Product Launch, OB/GYN, Sales Force Development
Education
University of North Florida - College of Business Administration 1991 — 1994
Business Admin, Finance
University of Florida
Associate of Arts
Bolles
Bolles
Anne Moulton's Waddell & Reed Experience October 1999 - February 2003
Job Accounting Manager at Bliss & Glennon, Inc.
Industry Accounting
Experience
Bliss & Glennon, Inc. May 2007 - Present
Mortgage Security Network December 2005 - May 2007
R. H. Donnelley September 2003 - August 2005
Waddell & Reed October 1999 - February 2003
Federated Investors June 1998 - October 1999
Education
University of Pennsylvania - The Wharton School 1996 — 1998
MBA, Finance
University of Florida 1988 — 1993
B.S., Industrial Engineering
Bliss & Glennon, Inc. May 2007 - Present
Mortgage Security Network December 2005 - May 2007
R. H. Donnelley September 2003 - August 2005
Waddell & Reed October 1999 - February 2003
Federated Investors June 1998 - October 1999
Education
University of Pennsylvania - The Wharton School 1996 — 1998
MBA, Finance
University of Florida 1988 — 1993
B.S., Industrial Engineering
Lori Olson's Waddell & Reed Experience January 2009 - December 2012
Job Vice President at Waddell & Reed / Ivy Funds
Industry Financial Services
Experience
Waddell & Reed / Ivy Funds January 2013 - Present
Waddell & Reed January 2009 - December 2012
Waddell & Reed September 2008 - December 2009
Waddell & Reed January 2006 - September 2008
Waddell & Reed March 2005 - January 2006
DST Systems December 1986 - June 2004
Skills
Financial Services, Securities, Mutual Funds, Investments, Risk Management, Relationship Management, Business Analysis, Asset Managment, Financial Analysis, Asset Management, Analysis, SDLC, Vendor Management, Wealth Management
Education
University of Missouri-Columbia 2002 — 2006
MA
University of Central Missouri 1982 — 1986
BA, English Literature
Waddell & Reed / Ivy Funds January 2013 - Present
Waddell & Reed January 2009 - December 2012
Waddell & Reed September 2008 - December 2009
Waddell & Reed January 2006 - September 2008
Waddell & Reed March 2005 - January 2006
DST Systems December 1986 - June 2004
Skills
Financial Services, Securities, Mutual Funds, Investments, Risk Management, Relationship Management, Business Analysis, Asset Managment, Financial Analysis, Asset Management, Analysis, SDLC, Vendor Management, Wealth Management
Education
University of Missouri-Columbia 2002 — 2006
MA
University of Central Missouri 1982 — 1986
BA, English Literature
Herb Weik's Waddell & Reed Experience March 1973 - April 2005
Job Independent Advisor Representative at TTG Financial Services,Inc.
Industry Financial Services
Experience
TTG Financial Services,Inc. November 2007 - Present
Waddell & Reed March 1973 - April 2005
Education
University of Great Falls 1977 — 1979
Business Adminitration, Economics, Accounting, Finance
TTG Financial Services,Inc. November 2007 - Present
Waddell & Reed March 1973 - April 2005
Education
University of Great Falls 1977 — 1979
Business Adminitration, Economics, Accounting, Finance
Amanda Hayda's Waddell & Reed Experience January 2009 - November 2010
Job Financial Analyst Mercer
Industry Financial Services
Experience
Mercer December 2010 - Present
Waddell & Reed January 2009 - November 2010
Investment July 2007 - October 2008
Skills
Series 7, Series 63, Series 65, CMFC Designation
Education
University of Colorado Boulder - Leeds School of Business 2003 — 2007
Marketing
Mercer December 2010 - Present
Waddell & Reed January 2009 - November 2010
Investment July 2007 - October 2008
Skills
Series 7, Series 63, Series 65, CMFC Designation
Education
University of Colorado Boulder - Leeds School of Business 2003 — 2007
Marketing
David Betz's Waddell & Reed Experience March 2009 - April 2010
Job Financial Advisor at National Financial Partners
Industry Financial Services
Experience
National Financial Partners June 2011 - Present
Waddell & Reed March 2009 - April 2010
Skills
Retirement Planning, Series 7, Wealth Management, Strategic Financial..., Mutual Funds, Retirement, Investments, Asset Allocation, Investment Advisory, Financial Advisory, Series 63, Fixed Annuities, Portfolio Management, Investment Strategies, Estate Planning
Education
University of Louisville 1978 — 1981
Business, Management, Marketing, and Related Support Services
National Financial Partners June 2011 - Present
Waddell & Reed March 2009 - April 2010
Skills
Retirement Planning, Series 7, Wealth Management, Strategic Financial..., Mutual Funds, Retirement, Investments, Asset Allocation, Investment Advisory, Financial Advisory, Series 63, Fixed Annuities, Portfolio Management, Investment Strategies, Estate Planning
Education
University of Louisville 1978 — 1981
Business, Management, Marketing, and Related Support Services
Matthew Belniak's Waddell & Reed Experience June 2010 - December 2012
Job Internal Consultant at BMO Global Asset Management
Industry Financial Services
Experience
BMO Global Asset Management February 2015 - Present
Calamos Investments January 2013 - February 2015
Waddell & Reed June 2010 - December 2012
Morgan Stanley Smith Barney May 2009 - August 2009
Wachovia Securities May 2008 - August 2008
Education
University of Iowa - Henry B. Tippie College of Business 2006 — 2010
B.B.A., Finance
BMO Global Asset Management February 2015 - Present
Calamos Investments January 2013 - February 2015
Waddell & Reed June 2010 - December 2012
Morgan Stanley Smith Barney May 2009 - August 2009
Wachovia Securities May 2008 - August 2008
Education
University of Iowa - Henry B. Tippie College of Business 2006 — 2010
B.B.A., Finance
Brian Caudel's Waddell & Reed Experience August 2007 - December 2007
Job Production Analyst at KeyBank Real Estate Capital
Industry Real Estate
Experience
KeyBank Real Estate Capital April 2015 - Present
KeyBank Real Estate Capital July 2012 - March 2015
KeyBank Real Estate Capital July 2011 - July 2012
KeyBank Real Estate Capital January 2011 - July 2011
Merrill Lynch April 2008 - December 2008
Nancy Barron & Associates January 2008 - April 2008
Waddell & Reed August 2007 - December 2007
Skills
Investments, Morningstar, Bloomberg, Equities, Uniform Combined State..., Fixed Income, Portfolio Management, Bonds, Alternative Investments, Financial Analysis, Bloomberg Terminal, Valuation
Education
CFA Institute, License Level 1 Candidate June 2013 2013 — 2013
CFA Institute, License Level 1 Candidate June 2013
University of Kentucky 2004 — 2008
BBA, Finance
KeyBank Real Estate Capital April 2015 - Present
KeyBank Real Estate Capital July 2012 - March 2015
KeyBank Real Estate Capital July 2011 - July 2012
KeyBank Real Estate Capital January 2011 - July 2011
Merrill Lynch April 2008 - December 2008
Nancy Barron & Associates January 2008 - April 2008
Waddell & Reed August 2007 - December 2007
Skills
Investments, Morningstar, Bloomberg, Equities, Uniform Combined State..., Fixed Income, Portfolio Management, Bonds, Alternative Investments, Financial Analysis, Bloomberg Terminal, Valuation
Education
CFA Institute, License Level 1 Candidate June 2013 2013 — 2013
CFA Institute, License Level 1 Candidate June 2013
University of Kentucky 2004 — 2008
BBA, Finance
David Compart's Waddell & Reed Experience July 2010 - February 2011
Job Trader at FTJ FundChoice
Industry Financial Services
Experience
FTJ FundChoice May 2015 - Present
FTJ FundChoice April 2014 - May 2015
Accountemps February 2014 - April 2014
Compart Family Farms 2003 - February 2014
Wells Fargo Trust Services April 2012 - June 2013
Accountemps September 2011 - April 2012
Compart's Boar Store September 1996 - September 2011
Waddell & Reed July 2010 - February 2011
Double D Farm November 2000 - November 2009
Compart’s Boar Store May 2009 - September 2009
Skills
Marketing Management, FMCG
Education
University of Minnesota-Twin Cities 2006 — 2010
B.S., Applied Economics
FTJ FundChoice May 2015 - Present
FTJ FundChoice April 2014 - May 2015
Accountemps February 2014 - April 2014
Compart Family Farms 2003 - February 2014
Wells Fargo Trust Services April 2012 - June 2013
Accountemps September 2011 - April 2012
Compart's Boar Store September 1996 - September 2011
Waddell & Reed July 2010 - February 2011
Double D Farm November 2000 - November 2009
Compart’s Boar Store May 2009 - September 2009
Skills
Marketing Management, FMCG
Education
University of Minnesota-Twin Cities 2006 — 2010
B.S., Applied Economics
Galini Pelarinos's Waddell & Reed Experience January 2011 - May 2011
Job Market Analyst at Travelers
Industry Financial Services
Experience
Travelers July 2014 - Present
Travelers June 2013 - Present
Cigna Investment Management May 2012 - August 2012
Hartford Distributors May 2011 - December 2011
Waddell & Reed January 2011 - May 2011
Skills
Microsoft Office, Microsoft Office..., Bloomberg Terminal, Fixed Income, Portfolio Management, Financial Analysis, Access, Data Analysis, Microsoft Excel, Financial Modeling, Insurance, Bloomberg, Finance, Valuation, Investments, Analysis
Education
The University of Connecticut 2009 — 2013
Finance, Business
Travelers July 2014 - Present
Travelers June 2013 - Present
Cigna Investment Management May 2012 - August 2012
Hartford Distributors May 2011 - December 2011
Waddell & Reed January 2011 - May 2011
Skills
Microsoft Office, Microsoft Office..., Bloomberg Terminal, Fixed Income, Portfolio Management, Financial Analysis, Access, Data Analysis, Microsoft Excel, Financial Modeling, Insurance, Bloomberg, Finance, Valuation, Investments, Analysis
Education
The University of Connecticut 2009 — 2013
Finance, Business
David Kurth's Waddell & Reed Experience January 2012 - Present
Job Investment Compliance Analyst at Waddell & Reed
Industry Financial Services
Experience
Waddell & Reed January 2012 - Present
State Street Bank July 2000 - December 2011
Education
University of Iowa - Henry B. Tippie College of Business 1996 — 2000
BA, Finance
Waddell & Reed January 2012 - Present
State Street Bank July 2000 - December 2011
Education
University of Iowa - Henry B. Tippie College of Business 1996 — 2000
BA, Finance
Christopher Crowell's Waddell & Reed Experience September 2010 - July 2013
Job Sr. Financial Advisor at VALIC
Industry Financial Services
Experience
VALIC July 2013 - Present
Waddell & Reed September 2010 - July 2013
T Rowe Price May 1996 - August 2010
Skills
Series 7, Mutual Funds, Relationship Management, Investment Strategies, Public Speaking, Organizational..., Series 66, Life Insurance, Organizational..., Economics, Stock Market, Customer Service, Territory..., MBA, 401k, Uniform Combined State..., Small Business, Retirement Planning
Education
University of Miami - School of Business 2008 — 2010
MBA, Organizational Development
VALIC July 2013 - Present
Waddell & Reed September 2010 - July 2013
T Rowe Price May 1996 - August 2010
Skills
Series 7, Mutual Funds, Relationship Management, Investment Strategies, Public Speaking, Organizational..., Series 66, Life Insurance, Organizational..., Economics, Stock Market, Customer Service, Territory..., MBA, 401k, Uniform Combined State..., Small Business, Retirement Planning
Education
University of Miami - School of Business 2008 — 2010
MBA, Organizational Development
Mark Van Wie's Waddell & Reed Experience May 2009 - August 2009
Job Consume Loan Underwriter 1
Industry Financial Services
Experience
Wells Fargo Home Mortgage March 2012 - Present
Wells Fargo Home Mortgage January 2011 - March 2012
Waddell & Reed May 2009 - August 2009
Skills
Research, Microsoft Office, PowerPoint, Microsoft Excel, Event Planning, Microsoft Word, Social Media, Data Analysis, Higher Education, Finance
Education
University of Minnesota-Duluth 2006 — 2010
Bachelors, Accounting
Wells Fargo Home Mortgage March 2012 - Present
Wells Fargo Home Mortgage January 2011 - March 2012
Waddell & Reed May 2009 - August 2009
Skills
Research, Microsoft Office, PowerPoint, Microsoft Excel, Event Planning, Microsoft Word, Social Media, Data Analysis, Higher Education, Finance
Education
University of Minnesota-Duluth 2006 — 2010
Bachelors, Accounting
Sara Krause's Waddell & Reed Experience January 2011 - Present
Job Director of Advanced Planning at Waddell & Reed
Industry Financial Services
Experience
Waddell & Reed January 2011 - Present
Thrivent Financial for Lutherans January 2006 - January 2011
Sprint Nextel 2001 - 2005
Education
University of Central Missouri
BS, MS
University of Kansas School of Law
Juris Doctor
Waddell & Reed January 2011 - Present
Thrivent Financial for Lutherans January 2006 - January 2011
Sprint Nextel 2001 - 2005
Education
University of Central Missouri
BS, MS
University of Kansas School of Law
Juris Doctor
Kristy Summers's Waddell & Reed Experience June 1986 - January 1988
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
Missouri Assistive Technology November 2013 - Present
State Street July 2001 - December 2010
DST Systems February 1988 - July 2001
Waddell & Reed June 1986 - January 1988
Education
University of Central Missouri 1982 — 1986
Bachelor of Science, Computer Information Systems
Missouri Assistive Technology November 2013 - Present
State Street July 2001 - December 2010
DST Systems February 1988 - July 2001
Waddell & Reed June 1986 - January 1988
Education
University of Central Missouri 1982 — 1986
Bachelor of Science, Computer Information Systems
Eric Bergemann's Waddell & Reed Experience May 2010 - August 2010
Job Financial Analyst
Industry Financial Services
Experience
Aon 2011 - 2012
Krause Fund August 2010 - December 2010
Waddell & Reed May 2010 - August 2010
Arlingon Heights Park District June 2006 - August 2010
Education
University of Iowa - Henry B. Tippie College of Business 2007 — 2010
BBA, Finance
Aon 2011 - 2012
Krause Fund August 2010 - December 2010
Waddell & Reed May 2010 - August 2010
Arlingon Heights Park District June 2006 - August 2010
Education
University of Iowa - Henry B. Tippie College of Business 2007 — 2010
BBA, Finance
Lan Vong's Waddell & Reed Experience September 2008 - February 2009
Job Title and Lease Intern
Industry Oil & Energy
Experience
QEP Resources May 2015 - Present
H&R Block February 2014 - April 2014
Zayo Group March 2013 - October 2013
CBR International Corp. May 2009 - March 2013
Waddell & Reed September 2008 - February 2009
Anchor Storage June 2008 - August 2008
Skills
Quorum, Budgets, Microsoft Office, Accounting, Microsoft Excel, Forecasting, Management, Financial Analysis, Financial Reporting, Financial Modeling, Data Analysis, Finance, Salesforce.com, PowerPoint
Education
Western State Colorado University 2014 — 2015
Bachelor’s Degree, Land and Resource Management
University of Colorado Boulder - Leeds School of Business 2005 — 2009
Bachelor’s Degree, Finance
QEP Resources May 2015 - Present
H&R Block February 2014 - April 2014
Zayo Group March 2013 - October 2013
CBR International Corp. May 2009 - March 2013
Waddell & Reed September 2008 - February 2009
Anchor Storage June 2008 - August 2008
Skills
Quorum, Budgets, Microsoft Office, Accounting, Microsoft Excel, Forecasting, Management, Financial Analysis, Financial Reporting, Financial Modeling, Data Analysis, Finance, Salesforce.com, PowerPoint
Education
Western State Colorado University 2014 — 2015
Bachelor’s Degree, Land and Resource Management
University of Colorado Boulder - Leeds School of Business 2005 — 2009
Bachelor’s Degree, Finance
Cynthia Cumpton Walton's Waddell & Reed Experience March 2004 - August 2006
Job
Industry Information Technology and Services
Experience
CSC for the USMC, TSO January 2011 - Present
COmputing TechnologieS, Inc. February 2007 - January 2011
Waddell & Reed March 2004 - August 2006
Assurant Insurance Company fka Fortis Benefits January 1999 - April 2003
Johnson County January 1990 - January 1999
Skills
Technical Writing, Software Documentation, SharePoint, Visio, Requirements Analysis, Adobe Acrobat, HTML, Technical Documentation, Access, Microsoft Office, PowerPoint, SQL, Content Management, MS Project, Excel, CSS, Windows, Outlook, JavaScript, Documentation, Web Design, Photoshop, Editing, Word, Writing, Proofreading, Social Media, Functional Design, Help Files, Style Sheets, Atlassian JIRA, SharePoint Foundation..., RoboHelp
Education
University of Missouri-Columbia School of Law 1984 — 1988
JD, Law
University of Missouri-Columbia 1980 — 1984
BA, Psychology, Political Science
Butler R-5
High School Diploma, English
CSC for the USMC, TSO January 2011 - Present
COmputing TechnologieS, Inc. February 2007 - January 2011
Waddell & Reed March 2004 - August 2006
Assurant Insurance Company fka Fortis Benefits January 1999 - April 2003
Johnson County January 1990 - January 1999
Skills
Technical Writing, Software Documentation, SharePoint, Visio, Requirements Analysis, Adobe Acrobat, HTML, Technical Documentation, Access, Microsoft Office, PowerPoint, SQL, Content Management, MS Project, Excel, CSS, Windows, Outlook, JavaScript, Documentation, Web Design, Photoshop, Editing, Word, Writing, Proofreading, Social Media, Functional Design, Help Files, Style Sheets, Atlassian JIRA, SharePoint Foundation..., RoboHelp
Education
University of Missouri-Columbia School of Law 1984 — 1988
JD, Law
University of Missouri-Columbia 1980 — 1984
BA, Psychology, Political Science
Butler R-5
High School Diploma, English
Kathleen Kephart's Waddell & Reed Experience November 1982 - April 1989
Job Sr. Vice President at F & C Bank
Industry Financial Services
Experience
F & C Bank July 1999 - Present
F&C Bank July 1999 - February 2012
Waddell & Reed November 1982 - April 1989
Skills
Management, Banking, Retail Banking
Education
Central Missouri State University 1978 — 1982
BSE
F & C Bank July 1999 - Present
F&C Bank July 1999 - February 2012
Waddell & Reed November 1982 - April 1989
Skills
Management, Banking, Retail Banking
Education
Central Missouri State University 1978 — 1982
BSE
Angelina Wang's Waddell & Reed Experience December 2010 - June 2011
Job Associate at JPMorgan Chase & Co.
Industry Financial Services
Experience
JPMorgan Chase & Co. August 2015 - Present
Morgan Stanley October 2012 - July 2015
Waddell & Reed December 2010 - June 2011
Uconn Center for Academic Programs August 2009 - June 2010
Central High School Magnet Office August 2007 - August 2008
Golden Empire January 2003 - August 2008
Skills
Customer Service, Assistance, Financial Analysis, PowerPoint, Excel, Microsoft Office, Word, Economics, Mandarin, Access, Chinese, Microsoft Word, Microsoft Excel, Statistics, Analysis, Data Analysis
Education
The University of Connecticut 2008 — 2012
Bachelor of Arts in Liberal Arts and Sciences, Economic, Business
JPMorgan Chase & Co. August 2015 - Present
Morgan Stanley October 2012 - July 2015
Waddell & Reed December 2010 - June 2011
Uconn Center for Academic Programs August 2009 - June 2010
Central High School Magnet Office August 2007 - August 2008
Golden Empire January 2003 - August 2008
Skills
Customer Service, Assistance, Financial Analysis, PowerPoint, Excel, Microsoft Office, Word, Economics, Mandarin, Access, Chinese, Microsoft Word, Microsoft Excel, Statistics, Analysis, Data Analysis
Education
The University of Connecticut 2008 — 2012
Bachelor of Arts in Liberal Arts and Sciences, Economic, Business
Nathaniel Elder's Waddell & Reed Experience February 2013 - January 2014
Job AEMT
Industry Hospital & Health Care
Experience
Lebonheur Children's Hospital April 2015 - Present
MS Army National Guard September 2014 - Present
Mississippi Army National July 2013 - Present
Rural/Metro Corporation November 2014 - March 2015
Waddell & Reed February 2013 - January 2014
Army National Guard September 2010 - July 2013
Skills
Series 7, Series 66, Military, Military Experience, Military Operations, Financial Analysis, Command, Force Protection
Education
University of Mississippi 2003 — 2009
Bachelors, Marketing
Lebonheur Children's Hospital April 2015 - Present
MS Army National Guard September 2014 - Present
Mississippi Army National July 2013 - Present
Rural/Metro Corporation November 2014 - March 2015
Waddell & Reed February 2013 - January 2014
Army National Guard September 2010 - July 2013
Skills
Series 7, Series 66, Military, Military Experience, Military Operations, Financial Analysis, Command, Force Protection
Education
University of Mississippi 2003 — 2009
Bachelors, Marketing
Les Zetmeir's Waddell & Reed Experience Retired Financial AdvisorWaddell & Reed Financial ServicesJanuary 2010 - Present
Job Retired Financial Advisor at Waddell & Reed Financial Services
Industry Financial Services
Experience
Waddell & Reed Retired Financial AdvisorWaddell & Reed Financial ServicesJanuary 2010 - Present
John Deere 1972 - 1983
Education
Central Missouri State University 1967 — 1969
Waddell & Reed Retired Financial AdvisorWaddell & Reed Financial ServicesJanuary 2010 - Present
John Deere 1972 - 1983
Education
Central Missouri State University 1967 — 1969
Mandy Weeks, CPA's Waddell & Reed Experience July 2012 - June 2013
Job Senior Tax Associate at McGladrey
Industry Accounting
Experience
McGladrey June 2013 - Present
Waddell & Reed July 2012 - June 2013
McGladrey November 2009 - July 2012
Skills
Accounting, ProSystem fx Tax, Tax Preparation, US Tax, Tax Accounting, CPA, Corporate Tax, Tax Returns, CCH Intelliconnect, CCH ProSystem fx, Tax Research, Partnership Taxation
Education
Central Missouri State University 2008 — 2009
Master of Arts (M.A.), Accounting
Central Missouri State University 2004 — 2008
Bachelor of Science (B.S.), Accounting
McGladrey June 2013 - Present
Waddell & Reed July 2012 - June 2013
McGladrey November 2009 - July 2012
Skills
Accounting, ProSystem fx Tax, Tax Preparation, US Tax, Tax Accounting, CPA, Corporate Tax, Tax Returns, CCH Intelliconnect, CCH ProSystem fx, Tax Research, Partnership Taxation
Education
Central Missouri State University 2008 — 2009
Master of Arts (M.A.), Accounting
Central Missouri State University 2004 — 2008
Bachelor of Science (B.S.), Accounting
Melissa Porter Braley's Waddell & Reed Experience December 2004 - Present
Job Administrative Assistant at Waddell & Reed
Industry Financial Services
Experience
Waddell & Reed December 2004 - Present
Hope House Battered Women's Shelter February 2002 - May 2004
Education
Central Missouri State University 2000 — 2002
Bachelor's Degree, Social Work
Waddell & Reed December 2004 - Present
Hope House Battered Women's Shelter February 2002 - May 2004
Education
Central Missouri State University 2000 — 2002
Bachelor's Degree, Social Work
Charlene Mascio's Waddell & Reed Experience May 2001 - September 2003
Job Executive Director at J.P. Morgan Global Wealth Management
Industry Investment Management
Experience
J.P. Morgan Global Wealth Management August 2013 - Present
J.P. Morgan Private Bank June 2010 - August 2013
J.P. Morgan Investment Management October 2003 - May 2010
Waddell & Reed May 2001 - September 2003
Skills
Investments, Commingled Pension..., Hedge Funds, Equities, Structured Notes, Defined Contribution, Employee Stock Plans, 10b5-1 Plans, Directed Share Plans, Stable Value, Product Development, Product Management, Project Management, Business Development, Business Process..., Investment Management, Wealth Management, Derivatives, Fixed Income, Asset Management, Interest Rate..., Structured Products, Securities
Education
University of Delaware 1997 — 2001
J.P. Morgan Global Wealth Management August 2013 - Present
J.P. Morgan Private Bank June 2010 - August 2013
J.P. Morgan Investment Management October 2003 - May 2010
Waddell & Reed May 2001 - September 2003
Skills
Investments, Commingled Pension..., Hedge Funds, Equities, Structured Notes, Defined Contribution, Employee Stock Plans, 10b5-1 Plans, Directed Share Plans, Stable Value, Product Development, Product Management, Project Management, Business Development, Business Process..., Investment Management, Wealth Management, Derivatives, Fixed Income, Asset Management, Interest Rate..., Structured Products, Securities
Education
University of Delaware 1997 — 2001
Connor Hudson's Waddell & Reed Experience June 2014 - September 2014
Job Summer Intern at Waddell & Reed
Industry Financial Services
Experience
Waddell & Reed June 2014 - September 2014
IRONMAN June 2013 - August 2013
MileHighMenus June 2012 - August 2012
Sanchez Mira Public Schools June 2011 - August 2011
Skills
Microsoft Office, Bloomberg, QuickBooks, Adobe, Financial Modeling, Financial Reporting, Financial Analysis, English, Mandarin, Teamwork, Public Speaking, Leadership, Social Media, Time Management, Equity Valuation, Investment Banking
Education
University of Denver 2011 — 2015
Bachelor's Degree, International Economics, Marketing
Stratton Mountain School 2006 — 2011
High School, High School Diploma
Island School (Hong Kong) 2000 — 2005
Primary School
Waddell & Reed June 2014 - September 2014
IRONMAN June 2013 - August 2013
MileHighMenus June 2012 - August 2012
Sanchez Mira Public Schools June 2011 - August 2011
Skills
Microsoft Office, Bloomberg, QuickBooks, Adobe, Financial Modeling, Financial Reporting, Financial Analysis, English, Mandarin, Teamwork, Public Speaking, Leadership, Social Media, Time Management, Equity Valuation, Investment Banking
Education
University of Denver 2011 — 2015
Bachelor's Degree, International Economics, Marketing
Stratton Mountain School 2006 — 2011
High School, High School Diploma
Island School (Hong Kong) 2000 — 2005
Primary School
Kevin Bourgeois's Waddell & Reed Experience 2013 - January 2015
Job Economics and Financial Services
Industry Financial Services
Experience
Metlife February 2015 - Present
Waddell & Reed 2013 - January 2015
Skills
Customer Service, Analysis, Microsoft Office, Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft Access, PowerPoint, Finance, Networking, Writing, Communication, Risk Management, Team Player, Organization Skills
Education
University of Connecticut 2011 — 2014
Bachelor of Arts, Economics
Metlife February 2015 - Present
Waddell & Reed 2013 - January 2015
Skills
Customer Service, Analysis, Microsoft Office, Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft Access, PowerPoint, Finance, Networking, Writing, Communication, Risk Management, Team Player, Organization Skills
Education
University of Connecticut 2011 — 2014
Bachelor of Arts, Economics
Matthew Murawski's Waddell & Reed Experience May 2012 - August 2012
Job Project Engineer at Real Estate Advisory, LLC
Industry Commercial Real Estate
Experience
Real Estate Advisory, LLC September 2015 - Present
Enterprise Holdings June 2015 - September 2015
Enterprise Rent-A-Car January 2015 - May 2015
Enterprise Rent-A-Car May 2014 - August 2014
Waddell & Reed May 2012 - August 2012
Skills
Customer Service, Microsoft Excel, PowerPoint, Microsoft Word, Public Speaking, Social Media, Leadership, Time Management, Research, Event Planning, Teamwork, Sales, Management, Communication
Education
University of Illinois at Urbana-Champaign 2010 — 2014
Bachelor of Applied Science (B.A.Sc.), Tethnical Systems Management
Real Estate Advisory, LLC September 2015 - Present
Enterprise Holdings June 2015 - September 2015
Enterprise Rent-A-Car January 2015 - May 2015
Enterprise Rent-A-Car May 2014 - August 2014
Waddell & Reed May 2012 - August 2012
Skills
Customer Service, Microsoft Excel, PowerPoint, Microsoft Word, Public Speaking, Social Media, Leadership, Time Management, Research, Event Planning, Teamwork, Sales, Management, Communication
Education
University of Illinois at Urbana-Champaign 2010 — 2014
Bachelor of Applied Science (B.A.Sc.), Tethnical Systems Management
T Rowe Price
The Blackstone Group
Pioneer Investments
Lazard
ING Investment Management
Deutsche Asset Management
Lazard Asset Management
Natixis Global Asset Management