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
Cindy Ngo Cindy Ngo's Waddell & Reed Experience May 2015 - Present
Job Accounting Associate at University of San Francisco
Industry Nonprofit Organization Management
Experience
University of San Francisco July 2015 - Present
Waddell & Reed May 2015 - Present
J.Crew February 2015 - Present
Museum of the African Diaspora September 2014 - January 2015
Adcentric Enterprises March 2014 - August 2014
Reading Partners February 2012 - 2013
Skills
Financial Accounting, Financial Forecasting, Management, Vietnamese Fluent..., Forecasting, Strategic Planning, Managerial Finance, US GAAP reporting, Internal Audit
Education
University of San Francisco 2010 — 2014
Bachelor's degree, Accounting and Finance
University of San Francisco July 2015 - Present
Waddell & Reed May 2015 - Present
J.Crew February 2015 - Present
Museum of the African Diaspora September 2014 - January 2015
Adcentric Enterprises March 2014 - August 2014
Reading Partners February 2012 - 2013
Skills
Financial Accounting, Financial Forecasting, Management, Vietnamese Fluent..., Forecasting, Strategic Planning, Managerial Finance, US GAAP reporting, Internal Audit
Education
University of San Francisco 2010 — 2014
Bachelor's degree, Accounting and Finance
Jennifer Gallup Jennifer Gallup's Waddell & Reed Experience March 2014 - Present
Job Administrative Assistant at Waddell & Reed
Industry Financial Services
Experience
Waddell & Reed March 2014 - Present
Skills
PowerPoint, Outlook, Administrative..., Customer Service, Microsoft Excel
Education
University of Missouri-Kansas City 2006 — 2008
Bachelor of Arts (B.A.) in Communication Studies, Communication and Media Studies
Waddell & Reed March 2014 - Present
Skills
PowerPoint, Outlook, Administrative..., Customer Service, Microsoft Excel
Education
University of Missouri-Kansas City 2006 — 2008
Bachelor of Arts (B.A.) in Communication Studies, Communication and Media Studies
Katie Herron, MBA Katie Herron, MBA's Waddell & Reed Experience August 2010 - May 2012
Job Senior Recruiter at Optum
Industry Staffing and Recruiting
Experience
Optum July 2014 - Present
Express Employment Professionals December 2013 - June 2014
The Comex Group November 2013 - November 2013
PAE - Antarctic Support Contract June 2012 - October 2013
Waddell & Reed August 2010 - May 2012
Waddell & Reed February 2010 - August 2010
Waddell & Reed June 2009 - February 2010
Skills
Event Planning, Customer Service, Time Management, Recruiting, Leadership, Microsoft Office, Training, Human Resources, Public Speaking, Team Building, Event Management, Social Media, Project Planning, Microsoft Excel, Strategic Planning, Fundraising, Social Networking, Research, Supervisory Skills, Government, Hospitality, Inventory Management, Management, Applicant Tracking..., Onboarding
Education
University of Phoenix 2011 — 2013
Masters of Business Administration, Business Administration and Management, General
Johnson and Wales University 2006 — 2010
B.S, International Business and Financial Services Management
Optum July 2014 - Present
Express Employment Professionals December 2013 - June 2014
The Comex Group November 2013 - November 2013
PAE - Antarctic Support Contract June 2012 - October 2013
Waddell & Reed August 2010 - May 2012
Waddell & Reed February 2010 - August 2010
Waddell & Reed June 2009 - February 2010
Skills
Event Planning, Customer Service, Time Management, Recruiting, Leadership, Microsoft Office, Training, Human Resources, Public Speaking, Team Building, Event Management, Social Media, Project Planning, Microsoft Excel, Strategic Planning, Fundraising, Social Networking, Research, Supervisory Skills, Government, Hospitality, Inventory Management, Management, Applicant Tracking..., Onboarding
Education
University of Phoenix 2011 — 2013
Masters of Business Administration, Business Administration and Management, General
Johnson and Wales University 2006 — 2010
B.S, International Business and Financial Services Management
Ryan Brown Ryan Brown's Waddell & Reed Experience January 2009 - May 2011
Job Account Executive
Industry Marketing and Advertising
Experience
Infogroup December 2014 - Present
Tagg - Together A Greater Good March 2014 - October 2014
Continuum Financial June 2012 - December 2013
Orizon Investment Councel May 2011 - December 2011
Waddell & Reed January 2009 - May 2011
Skills
Marketing, Finance, Securities, Sales, Analysis, Investment Advisory, Retirement Planning, Wealth, Insurance, Series 63, Business Networking, Strategic Financial..., Retirement, Series 7, Fixed Annuities, Leadership, Public Speaking
Education
University of Nebraska-Lincoln 2004 — 2008
Bachelor of Business Administration (B.B.A.), Finance
Elkhorn High School 2000 — 2004
Infogroup December 2014 - Present
Tagg - Together A Greater Good March 2014 - October 2014
Continuum Financial June 2012 - December 2013
Orizon Investment Councel May 2011 - December 2011
Waddell & Reed January 2009 - May 2011
Skills
Marketing, Finance, Securities, Sales, Analysis, Investment Advisory, Retirement Planning, Wealth, Insurance, Series 63, Business Networking, Strategic Financial..., Retirement, Series 7, Fixed Annuities, Leadership, Public Speaking
Education
University of Nebraska-Lincoln 2004 — 2008
Bachelor of Business Administration (B.B.A.), Finance
Elkhorn High School 2000 — 2004
Adam Blaine Adam Blaine's Waddell & Reed Experience September 2010 - December 2010
Job Portfolio Analyst at Midland Loan Services
Industry Financial Services
Experience
Midland Loan Services December 2010 - Present
Waddell & Reed September 2010 - December 2010
Skills
Investments, Strategic Financial..., Mutual Funds, Wealth Management, Financial Analysis, Portfolio Management, Securities, Asset Management, Loans
Education
University of Missouri-Kansas City 2012 — 2014
Master of Science (MS), Finance
University of Missouri-Kansas City 2006 — 2010
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Midland Loan Services December 2010 - Present
Waddell & Reed September 2010 - December 2010
Skills
Investments, Strategic Financial..., Mutual Funds, Wealth Management, Financial Analysis, Portfolio Management, Securities, Asset Management, Loans
Education
University of Missouri-Kansas City 2012 — 2014
Master of Science (MS), Finance
University of Missouri-Kansas City 2006 — 2010
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Christopher Slade Christopher Slade's Waddell & Reed Experience June 2014 - Present
Job Associate Financial Analyst at Waddell & Reed
Industry Financial Services
Experience
Waddell & Reed June 2014 - Present
University of Oklahoma Student Investment Fund January 2014 - May 2014
University of Oklahoma August 2013 - May 2014
Waddell & Reed December 2013 - January 2014
Waddell & Reed May 2013 - August 2013
ScriptPro December 2012 - January 2013
Waddell & Reed June 2012 - August 2012
Skills
Access, Market Research, Microsoft Office, Research, Financial Accounting, Equity Research, Data Analysis
Education
University of Oklahoma 2010 — 2014
Bachelor's Degree, Finance, Finance GPA: 3.71; Cumulative GPA: 3.51
Waddell & Reed June 2014 - Present
University of Oklahoma Student Investment Fund January 2014 - May 2014
University of Oklahoma August 2013 - May 2014
Waddell & Reed December 2013 - January 2014
Waddell & Reed May 2013 - August 2013
ScriptPro December 2012 - January 2013
Waddell & Reed June 2012 - August 2012
Skills
Access, Market Research, Microsoft Office, Research, Financial Accounting, Equity Research, Data Analysis
Education
University of Oklahoma 2010 — 2014
Bachelor's Degree, Finance, Finance GPA: 3.71; Cumulative GPA: 3.51
Craig Seidl Craig Seidl's Waddell & Reed Experience June 2007 - January 2010
Job Internal Wholesaler at Pacific Life
Industry Financial Services
Experience
Pacific Life Insurance Company September 2014 - Present
Pacific Life Insurance Company April 2012 - August 2014
TD Ameritrade February 2010 - December 2011
Waddell & Reed June 2007 - January 2010
Skills
Consultative Selling, Relationship Management, Asset Allocation, Retirement Planning, Strategic Planning, Customer Service, Variable Annuities, Fixed Annuities, Mutual Funds, Series 63, Series 7
Education
University of Nebraska at Omaha 2003 — 2006
Bachelor's Degree, Business Administration and Management
Pacific Life Insurance Company September 2014 - Present
Pacific Life Insurance Company April 2012 - August 2014
TD Ameritrade February 2010 - December 2011
Waddell & Reed June 2007 - January 2010
Skills
Consultative Selling, Relationship Management, Asset Allocation, Retirement Planning, Strategic Planning, Customer Service, Variable Annuities, Fixed Annuities, Mutual Funds, Series 63, Series 7
Education
University of Nebraska at Omaha 2003 — 2006
Bachelor's Degree, Business Administration and Management
Hanna Wemhoener Hanna Wemhoener's Waddell & Reed Experience July 2012 - August 2012
Job Audit Associate at KPMG US
Industry Accounting
Experience
KPMG US August 2014 - Present
Waddell & Reed July 2012 - August 2012
Martha O'Bryan Center June 2012 - August 2012
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Financial Analysis, Accounting
Education
University of North Carolina at Chapel Hill 2013 — 2014
Master of Accounting
Vanderbilt University 2009 — 2013
Bachelor of Arts (BA), Economics and Spanish
KPMG US August 2014 - Present
Waddell & Reed July 2012 - August 2012
Martha O'Bryan Center June 2012 - August 2012
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Financial Analysis, Accounting
Education
University of North Carolina at Chapel Hill 2013 — 2014
Master of Accounting
Vanderbilt University 2009 — 2013
Bachelor of Arts (BA), Economics and Spanish
Christina Brunini Christina Brunini's Waddell & Reed Experience November 2012 - May 2013
Job Executive Team Leader of Human Resources at Target
Industry Marketing and Advertising
Experience
Target January 2015 - Present
Target June 2013 - December 2014
Waddell & Reed November 2012 - May 2013
Tropicana Las Vegas Inc June 2012 - August 2012
Tropicana Las Vegas Inc June 2011 - August 2011
Michael Kors 2009 - 2010
Skills
Customer Service, Email Marketing, Social Media Marketing, Team-oriented, Customer Interaction, Marketing Strategy, Wordpress, Silverpop, Marketing Research, Project Management, Microsoft Excel, PowerPoint, Microsoft Word, Financial Analysis, Prezi, Facebook, WordPress, Marketing, Fundraising, Sales, E-commerce, Teamwork
Education
University of San Diego 2009 — 2013
Bachelor of Business Administration (BBA), Majors: Marketing & Finance
Florence University of the Arts 2011 — 2011
Target January 2015 - Present
Target June 2013 - December 2014
Waddell & Reed November 2012 - May 2013
Tropicana Las Vegas Inc June 2012 - August 2012
Tropicana Las Vegas Inc June 2011 - August 2011
Michael Kors 2009 - 2010
Skills
Customer Service, Email Marketing, Social Media Marketing, Team-oriented, Customer Interaction, Marketing Strategy, Wordpress, Silverpop, Marketing Research, Project Management, Microsoft Excel, PowerPoint, Microsoft Word, Financial Analysis, Prezi, Facebook, WordPress, Marketing, Fundraising, Sales, E-commerce, Teamwork
Education
University of San Diego 2009 — 2013
Bachelor of Business Administration (BBA), Majors: Marketing & Finance
Florence University of the Arts 2011 — 2011
Kelsey Bengoa Kelsey Bengoa's Waddell & Reed Experience May 2009 - May 2010
Job Financial Advisor
Industry Financial Services
Experience
LPL Financial December 2014 - Present
Sutter Wealth Management May 2010 - December 2014
Waddell & Reed May 2009 - May 2010
Skills
Wealth Management, Retirement Planning, Municipal Bonds, Mutual Funds, Investments, Stocks, Separately Managed..., Options Strategies, Fixed Income Strategies, Tactical Asset..., ETFs, Life Insurance, Qualified Retirement..., Risk Management, Series 7
Education
University of Nevada-Las Vegas 2004 — 2008
Bachelor of Science (B.S.), Finance, General
LPL Financial December 2014 - Present
Sutter Wealth Management May 2010 - December 2014
Waddell & Reed May 2009 - May 2010
Skills
Wealth Management, Retirement Planning, Municipal Bonds, Mutual Funds, Investments, Stocks, Separately Managed..., Options Strategies, Fixed Income Strategies, Tactical Asset..., ETFs, Life Insurance, Qualified Retirement..., Risk Management, Series 7
Education
University of Nevada-Las Vegas 2004 — 2008
Bachelor of Science (B.S.), Finance, General
Collin McWain Collin McWain's Waddell & Reed Experience May 2012 - August 2012
Job Underwriter at Cigna
Industry Insurance
Experience
CIGNA June 2013 - Present
Waddell & Reed May 2012 - August 2012
Skills
Disability Insurance, Customer Service, PowerPoint, Public Speaking, Teamwork, Life Insurance, Microsoft Office, Research, Accounting, Underwriting
Education
University of Nebraska-Lincoln 2009 — 2013
Bachelor of Science, Business Administration; Finance, Senior
CIGNA June 2013 - Present
Waddell & Reed May 2012 - August 2012
Skills
Disability Insurance, Customer Service, PowerPoint, Public Speaking, Teamwork, Life Insurance, Microsoft Office, Research, Accounting, Underwriting
Education
University of Nebraska-Lincoln 2009 — 2013
Bachelor of Science, Business Administration; Finance, Senior
Bonnie L. Romano, MBA's Waddell & Reed Experience October 2010 - July 2012
Job Client Services Coordinator
Industry Financial Services
Experience
Mindful Asset Planning November 2013 - Present
Redifined Business Consulting, LLC. May 2010 - November 2013
Redhawk Wealth Advisors April 2013 - July 2013
Westwind Education July 2012 - October 2012
Waddell & Reed October 2010 - July 2012
Lindamood-Bell Learning Processes May 2006 - September 2007
Lincoln Public Schools September 2004 - April 2005
University of Nebraska–Lincoln May 2001 - January 2003
Phi Sigma Pi National Honor Fraternity January 1999 - January 2003
1st Nebraska Mortgage, LLC. January 2001 - July 2002
Skills
Strategic Financial..., Financial Analysis, Project Management, Education, Series 6, Series 63, Life/Accident/Health..., Office Management, MBA, PC and Mac, Microsoft Office 2007, Business, Training, Multiple Software..., Customer Service, 61 WPM, 8369 with 100% accuracy..., 5740 with 92% accuracy..., Project Management:..., Management, Fundraising, Leadership Development, Project Planning, Budgets, Coaching, Team Leadership, Public Speaking, Team Building, Analysis, Human Resources, Leadership, Sales
Education
Walden University 2007 — 2010
Master of Business Administration (MBA), Project Management
University of Nebraska-Lincoln 1999 — 2004
Bachelor's degree, Eduction/Communication Disorders/American Sign Language
Louisville High School 1996 — 1998
High School Diploma, 3.5 GPA
Mindful Asset Planning November 2013 - Present
Redifined Business Consulting, LLC. May 2010 - November 2013
Redhawk Wealth Advisors April 2013 - July 2013
Westwind Education July 2012 - October 2012
Waddell & Reed October 2010 - July 2012
Lindamood-Bell Learning Processes May 2006 - September 2007
Lincoln Public Schools September 2004 - April 2005
University of Nebraska–Lincoln May 2001 - January 2003
Phi Sigma Pi National Honor Fraternity January 1999 - January 2003
1st Nebraska Mortgage, LLC. January 2001 - July 2002
Skills
Strategic Financial..., Financial Analysis, Project Management, Education, Series 6, Series 63, Life/Accident/Health..., Office Management, MBA, PC and Mac, Microsoft Office 2007, Business, Training, Multiple Software..., Customer Service, 61 WPM, 8369 with 100% accuracy..., 5740 with 92% accuracy..., Project Management:..., Management, Fundraising, Leadership Development, Project Planning, Budgets, Coaching, Team Leadership, Public Speaking, Team Building, Analysis, Human Resources, Leadership, Sales
Education
Walden University 2007 — 2010
Master of Business Administration (MBA), Project Management
University of Nebraska-Lincoln 1999 — 2004
Bachelor's degree, Eduction/Communication Disorders/American Sign Language
Louisville High School 1996 — 1998
High School Diploma, 3.5 GPA
Jenny LeVeille Jenny LeVeille's Waddell & Reed Experience June 2007 - August 2007
Job Sr Employee Health & Benefits Consulting Analyst Mercer
Industry Insurance
Experience
Mercer August 2013 - Present
Kaiser Permanente January 2013 - August 2013
CIGNA August 2011 - January 2013
CIGNA June 2009 - July 2011
Smith Barney January 2009 - April 2009
University of Portland October 2008 - December 2008
MassMutual June 2008 - September 2008
Waddell & Reed June 2007 - August 2007
Skills
Risk Assessment, Strategic Thinking, Problem Solving, Team Coordination, Analysis, Risk Management, Training, Insurance, Time Management, Outlook, Microsoft Excel, Financial Analysis, Underwriting, Disability Insurance, Finance, Employee Benefits, Life Insurance, Team Building, Account Management
Education
University of Portland 2005 — 2009
B.A., Finance
Mercer August 2013 - Present
Kaiser Permanente January 2013 - August 2013
CIGNA August 2011 - January 2013
CIGNA June 2009 - July 2011
Smith Barney January 2009 - April 2009
University of Portland October 2008 - December 2008
MassMutual June 2008 - September 2008
Waddell & Reed June 2007 - August 2007
Skills
Risk Assessment, Strategic Thinking, Problem Solving, Team Coordination, Analysis, Risk Management, Training, Insurance, Time Management, Outlook, Microsoft Excel, Financial Analysis, Underwriting, Disability Insurance, Finance, Employee Benefits, Life Insurance, Team Building, Account Management
Education
University of Portland 2005 — 2009
B.A., Finance
Michelle Fizer's Waddell & Reed Experience December 2006 - Present
Job Sr. Brokerage Onboarding SpecialistTraining Department
Industry Financial Services
Experience
Waddell & Reed December 2006 - Present
DST Systems January 2001 - December 2006
Skills
Training, Project Planning, Development & delivery..., Finance, Risk Management, Process Improvement, Leadership, Analysis, Access, Visio, Business Analysis, Vendor Management, Management, Budgets, Business Planning, Time Management, Microsoft Excel
Education
Bachelors Degree in Business Management
Business Administration and Management, General
University of Phoenix
Bachelor's degree
Waddell & Reed December 2006 - Present
DST Systems January 2001 - December 2006
Skills
Training, Project Planning, Development & delivery..., Finance, Risk Management, Process Improvement, Leadership, Analysis, Access, Visio, Business Analysis, Vendor Management, Management, Budgets, Business Planning, Time Management, Microsoft Excel
Education
Bachelors Degree in Business Management
Business Administration and Management, General
University of Phoenix
Bachelor's degree
Brian Kurland's Waddell & Reed Experience October 2004 - May 2014
Job Executive Consultant
Industry Financial Services
Experience
Waddell & Reed October 2004 - May 2014
Merrill Lynch January 2002 - August 2004
Skills
Investments, Financial Analysis, Strategic Financial..., Strategic Planning, Financial Modeling, Business Planning, Accounting, Management, Portfolio Management, Team Leadership, Negotiation, Finance, Budgets, Microsoft Excel, Corporate Finance, Analysis, Mergers & Acquisitions, Contract Negotiation, Process Improvement, Project Management, Leadership, Project Planning, Risk Management, Business Development, Change Management, Business Strategy, Entrepreneurship, Forecasting, Strategy, New Business Development, Start-ups, Executive Management, Sales, Cross-functional Team..., Marketing, Management Consulting, Financial Planning
Education
University of Oregon
Bachelor of Science, Economics
Lake Oswego High School
Waddell & Reed October 2004 - May 2014
Merrill Lynch January 2002 - August 2004
Skills
Investments, Financial Analysis, Strategic Financial..., Strategic Planning, Financial Modeling, Business Planning, Accounting, Management, Portfolio Management, Team Leadership, Negotiation, Finance, Budgets, Microsoft Excel, Corporate Finance, Analysis, Mergers & Acquisitions, Contract Negotiation, Process Improvement, Project Management, Leadership, Project Planning, Risk Management, Business Development, Change Management, Business Strategy, Entrepreneurship, Forecasting, Strategy, New Business Development, Start-ups, Executive Management, Sales, Cross-functional Team..., Marketing, Management Consulting, Financial Planning
Education
University of Oregon
Bachelor of Science, Economics
Lake Oswego High School
Ben David Freeman Ben David Freeman's Waddell & Reed Experience May 2013 - July 2013
Job Acura of Memphis
Industry Automotive
Experience
Acura of Memphis July 2015 - Present
Mercedes-Benz USA November 2014 - Present
Acura of Memphis March 2014 - November 2014
Waddell & Reed May 2013 - July 2013
American Rental Property Solutions LLC February 2013 - April 2013
Houston's (Hillstone inc.) January 2012 - February 2013
Skills
Real Estate, Real Estate Transactions, Investment Properties, Negotiation, Real Estate Development, Sellers, Contract Negotiation, Foreclosures, First Time Home Buyers, Strategic Planning, Property Management, Residential Homes, Microsoft Office, Short Sales, Project Management, Whole House Renovations, Residential Investment..., Sales, Customer Satisfaction, Customer Service, Sales Management
Education
University of Memphis Fogelman College of Business 2011 — 2013
Finance, Real Estate Investment
University of North Carolina at Chapel Hill 2006 — 2010
Political Science and Government
Acura of Memphis July 2015 - Present
Mercedes-Benz USA November 2014 - Present
Acura of Memphis March 2014 - November 2014
Waddell & Reed May 2013 - July 2013
American Rental Property Solutions LLC February 2013 - April 2013
Houston's (Hillstone inc.) January 2012 - February 2013
Skills
Real Estate, Real Estate Transactions, Investment Properties, Negotiation, Real Estate Development, Sellers, Contract Negotiation, Foreclosures, First Time Home Buyers, Strategic Planning, Property Management, Residential Homes, Microsoft Office, Short Sales, Project Management, Whole House Renovations, Residential Investment..., Sales, Customer Satisfaction, Customer Service, Sales Management
Education
University of Memphis Fogelman College of Business 2011 — 2013
Finance, Real Estate Investment
University of North Carolina at Chapel Hill 2006 — 2010
Political Science and Government
Bryan Barts Bryan Barts's Waddell & Reed Experience November 2011 - December 2012
Job Wealth Manager at Enterprise Bank & Trust
Industry Financial Services
Experience
Enterprise Bank & Trust December 2012 - Present
Waddell & Reed November 2011 - December 2012
Retina Vitreous Consultants October 2008 - December 2012
University of Missouri - St. Louis January 2010 - May 2012
Enhanced Medical Services 2012 - 2012
Ophthalmic Imaging Systems August 2007 - September 2008
Barnes Retina Institute November 1991 - June 2007
Education
University of Missouri-Saint Louis 2010 — 2012
Business, Finance
Enterprise Bank & Trust December 2012 - Present
Waddell & Reed November 2011 - December 2012
Retina Vitreous Consultants October 2008 - December 2012
University of Missouri - St. Louis January 2010 - May 2012
Enhanced Medical Services 2012 - 2012
Ophthalmic Imaging Systems August 2007 - September 2008
Barnes Retina Institute November 1991 - June 2007
Education
University of Missouri-Saint Louis 2010 — 2012
Business, Finance
Seth Tate's Waddell & Reed Experience May 2013 - July 2013
Job Media Sales Associate
Industry Marketing and Advertising
Experience
Felix - Intelligent Local Advertising September 2015 - Present
Hertz Local Edition September 2014 - March 2015
Aurora Capital Alliance February 2014 - May 2014
Independent Contractor July 2013 - February 2014
John P. Dubots Capital Management, LLC. July 2013 - August 2013
Zolio Inc June 2013 - August 2013
Waddell & Reed May 2013 - July 2013
AMC Theatres May 2012 - August 2012
Abercrombie & Fitch April 2012 - August 2012
Skills
Finance, Financial Analysis, Research, Data Analysis, Microsoft Excel, QuickBooks, Microsoft Word, PowerPoint, Access, Microsoft Office, Facebook, Customer Service, Teamwork, Leadership, Bicycle Repair, Hiking
Education
University of San Diego 2010 — 2014
Bachelor's Degree, Finance, General, 3.3 Business GPA
Felix - Intelligent Local Advertising September 2015 - Present
Hertz Local Edition September 2014 - March 2015
Aurora Capital Alliance February 2014 - May 2014
Independent Contractor July 2013 - February 2014
John P. Dubots Capital Management, LLC. July 2013 - August 2013
Zolio Inc June 2013 - August 2013
Waddell & Reed May 2013 - July 2013
AMC Theatres May 2012 - August 2012
Abercrombie & Fitch April 2012 - August 2012
Skills
Finance, Financial Analysis, Research, Data Analysis, Microsoft Excel, QuickBooks, Microsoft Word, PowerPoint, Access, Microsoft Office, Facebook, Customer Service, Teamwork, Leadership, Bicycle Repair, Hiking
Education
University of San Diego 2010 — 2014
Bachelor's Degree, Finance, General, 3.3 Business GPA
Lana Morris, CPP Lana Morris, CPP's Waddell & Reed Experience May 2008 - Present
Job Senior Staff Accountant at Waddell & Reed
Industry Accounting
Experience
Waddell & Reed May 2008 - Present
J. S. Robinson Construction, Inc. 1996 - 2004
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Oracle, Ceridian Payroll System, Payroll Taxes, Financial Statements, Account Reconciliation, Accounts Payable, Accounts Receivable, Accruals, Cost Accounting, Financial Accounting, Journal Entries, Great Plains Software, Strategic Financial..., Financial Analysis, Accounting, QuickBooks, Payroll, GAAP
Education
University of Missouri-Columbia 1985 — 1989
Bachelor's degree, Accounting
Waddell & Reed May 2008 - Present
J. S. Robinson Construction, Inc. 1996 - 2004
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Oracle, Ceridian Payroll System, Payroll Taxes, Financial Statements, Account Reconciliation, Accounts Payable, Accounts Receivable, Accruals, Cost Accounting, Financial Accounting, Journal Entries, Great Plains Software, Strategic Financial..., Financial Analysis, Accounting, QuickBooks, Payroll, GAAP
Education
University of Missouri-Columbia 1985 — 1989
Bachelor's degree, Accounting
Jared Connor's Waddell & Reed Experience June 2014 - September 2014
Job Business Analyst Intern at Federal Reserve Bank of San Francisco
Industry Financial Services
Experience
University of Oregon October 2013 - Present
Federal Reserve Bank of San Francisco July 2015 - September 2015
YM7- Youth Movement March 2014 - October 2014
Waddell & Reed June 2014 - September 2014
Legacy Millworks June 2009 - September 2012
Skills
Financial Planning, Economics, CSS, HTML 5, Photoshop, Mac OS, WordPress, Windows, Python, Work Ethic, Project Planning, Communication, Teamwork, Construction Management, Microsoft Office, Microsoft Excel
Education
University of Oregon 2012 — 2016
Bachelor of Science (BS), Economics
Oregon City High School 2008 — 2012
University of Oregon October 2013 - Present
Federal Reserve Bank of San Francisco July 2015 - September 2015
YM7- Youth Movement March 2014 - October 2014
Waddell & Reed June 2014 - September 2014
Legacy Millworks June 2009 - September 2012
Skills
Financial Planning, Economics, CSS, HTML 5, Photoshop, Mac OS, WordPress, Windows, Python, Work Ethic, Project Planning, Communication, Teamwork, Construction Management, Microsoft Office, Microsoft Excel
Education
University of Oregon 2012 — 2016
Bachelor of Science (BS), Economics
Oregon City High School 2008 — 2012
Jeremy Golar's Waddell & Reed Experience March 2013 - August 2015
Job Financial Representative at COUNTRY Financial®
Industry Financial Services
Experience
COUNTRY Financial® August 2015 - Present
Waddell & Reed March 2013 - August 2015
Club Fortune Casino December 2014 - July 2015
Crescent Processing Company January 2013 - March 2013
Grand Sierra Resort March 2012 - February 2013
Atlantis Casino Resort Spa November 2011 - March 2012
The Mill Casino November 2010 - November 2011
Sahara Hotel & Casino May 2009 - November 2010
Sahara Hotel & Casino December 2007 - May 2008
George Hardie's Las Vegas Hotel and Casino November 2005 - May 2007
Skills
Customer Service, Insurance
Education
University of Phoenix 2015 — 2017
Business Administration, Management and Operations
University of Phoenix 2000 — 2000
Oregon State University 1989 — 1991
COUNTRY Financial® August 2015 - Present
Waddell & Reed March 2013 - August 2015
Club Fortune Casino December 2014 - July 2015
Crescent Processing Company January 2013 - March 2013
Grand Sierra Resort March 2012 - February 2013
Atlantis Casino Resort Spa November 2011 - March 2012
The Mill Casino November 2010 - November 2011
Sahara Hotel & Casino May 2009 - November 2010
Sahara Hotel & Casino December 2007 - May 2008
George Hardie's Las Vegas Hotel and Casino November 2005 - May 2007
Skills
Customer Service, Insurance
Education
University of Phoenix 2015 — 2017
Business Administration, Management and Operations
University of Phoenix 2000 — 2000
Oregon State University 1989 — 1991
Alyssa Galvan's Waddell & Reed Experience April 2015 - June 2015
Job Student at University of Oregon
Industry Accounting
Experience
Re-Inventing Japan June 2015 - July 2015
Waddell & Reed April 2015 - June 2015
Allaboutthedetails.com June 2014 - October 2014
LA Galaxy Soccer Center June 2011 - August 2013
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Teamwork, Access, Time Management, Social Networking, Leadership, Customer Service
Education
University of Oregon 2012 — 2016
Bachelor of Arts (B.A.), Accounting, Senior
Re-Inventing Japan June 2015 - July 2015
Waddell & Reed April 2015 - June 2015
Allaboutthedetails.com June 2014 - October 2014
LA Galaxy Soccer Center June 2011 - August 2013
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Teamwork, Access, Time Management, Social Networking, Leadership, Customer Service
Education
University of Oregon 2012 — 2016
Bachelor of Arts (B.A.), Accounting, Senior
Harold Woods Harold Woods's Waddell & Reed Experience January 2007 - September 2008
Job Account Executive at JD Young Business Technologies
Industry Information Technology and Services
Experience
JD Young Business Technologies April 2015 - Present
OneSource Managed Services July 2013 - April 2015
Iron Mountain Records Management February 2010 - October 2012
Waddell & Reed January 2007 - September 2008
Ortho Biotech 1999 - 2004
Philip Morris USA 1994 - 1999
Skills
SaaS, Account Management, Strategic Financial..., Solution Selling, Sales Operations, Key Account Management, Salesforce.com, Direct Sales, Sales Process, Sales Management, CRM, B2B, Selling, Sales, Management, New Business Development, Sales Presentations, Business Development, Cross-functional Team..., Competitive Analysis, Cold Calling, Enterprise Software, Strategy, Professional Services, Lead Generation, Channel Partners, Strategic Partnerships
Education
University of North Texas 1990 — 1993
Bachelor of Business Administration (BBA), Strategic Management
Duncanville High School 1985 — 1989
JD Young Business Technologies April 2015 - Present
OneSource Managed Services July 2013 - April 2015
Iron Mountain Records Management February 2010 - October 2012
Waddell & Reed January 2007 - September 2008
Ortho Biotech 1999 - 2004
Philip Morris USA 1994 - 1999
Skills
SaaS, Account Management, Strategic Financial..., Solution Selling, Sales Operations, Key Account Management, Salesforce.com, Direct Sales, Sales Process, Sales Management, CRM, B2B, Selling, Sales, Management, New Business Development, Sales Presentations, Business Development, Cross-functional Team..., Competitive Analysis, Cold Calling, Enterprise Software, Strategy, Professional Services, Lead Generation, Channel Partners, Strategic Partnerships
Education
University of North Texas 1990 — 1993
Bachelor of Business Administration (BBA), Strategic Management
Duncanville High School 1985 — 1989
John Mohler John Mohler's Waddell & Reed Experience December 2013 - July 2014
Job Senior Transaction Coordinator at DTZ
Industry Banking
Experience
DTZ January 2015 - Present
Scottrade October 2014 - January 2015
Waddell & Reed December 2013 - July 2014
Stemmerich Inc August 2011 - December 2013
Mercy August 2010 - August 2011
Skills
Microsoft Word, Customer Service, Microsoft Excel, Leadership, Teamwork, Social Media, Management, Finance, Research, Social Networking, Negotiation
Education
University of Missouri-Saint Louis 2013 — 2014
Bachelor's degree, Finance
DeSmet Jesuit High School 2006 — 2009
High School
DTZ January 2015 - Present
Scottrade October 2014 - January 2015
Waddell & Reed December 2013 - July 2014
Stemmerich Inc August 2011 - December 2013
Mercy August 2010 - August 2011
Skills
Microsoft Word, Customer Service, Microsoft Excel, Leadership, Teamwork, Social Media, Management, Finance, Research, Social Networking, Negotiation
Education
University of Missouri-Saint Louis 2013 — 2014
Bachelor's degree, Finance
DeSmet Jesuit High School 2006 — 2009
High School
Madushani Ranatunga Madushani Ranatunga's Waddell & Reed Experience January 2012 - October 2012
Job Reconciliation Specialist at BNY Mellon
Industry Retail
Experience
BNY Mellon October 2013 - Present
jcpenney July 2007 - March 2014
Waddell & Reed January 2012 - October 2012
University of Pittsburgh September 2009 - April 2010
Northland Public Library July 2006 - August 2008
Skills
Oral & Written..., Problem Solving, Organization
Education
University of Pittsburgh 2008 — 2012
Bachelors of Science, Economics & Statistics
BNY Mellon October 2013 - Present
jcpenney July 2007 - March 2014
Waddell & Reed January 2012 - October 2012
University of Pittsburgh September 2009 - April 2010
Northland Public Library July 2006 - August 2008
Skills
Oral & Written..., Problem Solving, Organization
Education
University of Pittsburgh 2008 — 2012
Bachelors of Science, Economics & Statistics
Stephanie Frink Stephanie Frink's Waddell & Reed Experience July 2008 - October 2009
Job
Industry Government Administration
Experience
FEMA February 2014 - September 2015
FEMA May 2013 - February 2014
FEMA 2013 - 2013
FEMA 2013 - 2013
FEMA 2011 - 2013
American Heart Association 2010 - 2012
FEMA 2010 - 2010
Waddell & Reed July 2008 - October 2009
Minnehaha County Extension Office March 2007 - March 2008
Coffee 101, LLC March 2006 - February 2007
Skills
Social Media, Editing, Teaching, Public Speaking, Event Planning, Research, PowerPoint, Customer Service, Microsoft Excel, Marketing, Public Relations, Volunteer Management, Leadership Development, Government, Project Planning, Management, Access, Event Management, Community Outreach, Leadership, Emergency Management, Policy, Crisis Management
Education
Center for Domestic Preparedness 2013 — 2013
National Incident Management Assistance Team, Emergency Management
University of Sioux Falls 1985 — 1989
Bachelor of Arts degree, Business Administration
Emergency Management Institute
FEMA February 2014 - September 2015
FEMA May 2013 - February 2014
FEMA 2013 - 2013
FEMA 2013 - 2013
FEMA 2011 - 2013
American Heart Association 2010 - 2012
FEMA 2010 - 2010
Waddell & Reed July 2008 - October 2009
Minnehaha County Extension Office March 2007 - March 2008
Coffee 101, LLC March 2006 - February 2007
Skills
Social Media, Editing, Teaching, Public Speaking, Event Planning, Research, PowerPoint, Customer Service, Microsoft Excel, Marketing, Public Relations, Volunteer Management, Leadership Development, Government, Project Planning, Management, Access, Event Management, Community Outreach, Leadership, Emergency Management, Policy, Crisis Management
Education
Center for Domestic Preparedness 2013 — 2013
National Incident Management Assistance Team, Emergency Management
University of Sioux Falls 1985 — 1989
Bachelor of Arts degree, Business Administration
Emergency Management Institute
Chris Starr Chris Starr's Waddell & Reed Experience May 2014 - December 2014
Job okc
Industry Financial Services
Experience
Waddell & Reed May 2014 - December 2014
Grant Thornton LLP January 2013 - April 2013
Skills
Financial Advisory, Asset Management, Personal Financial..., Public Speaking, Microsoft Excel, Microsoft Word, PowerPoint, Research, Time Management, Recruiting, Budgets, Accounting, Finance, Team Leadership, Teamwork, Microsoft Office, Customer Service, English, Windows, Event Planning, Access
Education
University of Oklahoma - Price College of Business 2009 — 2014
Bachelor's Degree, Accounting and Finance
Waddell & Reed May 2014 - December 2014
Grant Thornton LLP January 2013 - April 2013
Skills
Financial Advisory, Asset Management, Personal Financial..., Public Speaking, Microsoft Excel, Microsoft Word, PowerPoint, Research, Time Management, Recruiting, Budgets, Accounting, Finance, Team Leadership, Teamwork, Microsoft Office, Customer Service, English, Windows, Event Planning, Access
Education
University of Oklahoma - Price College of Business 2009 — 2014
Bachelor's Degree, Accounting and Finance
Alex Dolson Alex Dolson's Waddell & Reed Experience July 2011 - October 2011
Job Chief Financial Officer at K2 Construction, CFA Level II Candidate
Industry Investment Management
Experience
K2 Construction LLC June 2013 - Present
Hillcrest Country Club 2009 - March 2013
Waddell & Reed July 2011 - October 2011
INSPRO Insurance Agency 2003 - 2006
Skills
Sage, Financial Analysis, Finance, Investments, Microsoft Excel, Microsoft Office, Stock Research, PowerPoint, Securities, Research, Investment Valuation, Microsoft Word, Financial Modeling, Customer Service, Business Ethics, Business Analysis, Teamwork, Series 7, Financial Projection, Financial Markets, Portfolio Management, Stock Market, Social Media, Investment Theory, Investment Compliance, Analyzation, Puppeteering, Equity Valuation, Business Valuation, Quick Study, Fast-paced, Highly detail oriented, Sage 100 Contractor
Education
University of Nebraska-Lincoln 2007 — 2012
Bachelor of Science (BS), Finance (CFA - Investments)
K2 Construction LLC June 2013 - Present
Hillcrest Country Club 2009 - March 2013
Waddell & Reed July 2011 - October 2011
INSPRO Insurance Agency 2003 - 2006
Skills
Sage, Financial Analysis, Finance, Investments, Microsoft Excel, Microsoft Office, Stock Research, PowerPoint, Securities, Research, Investment Valuation, Microsoft Word, Financial Modeling, Customer Service, Business Ethics, Business Analysis, Teamwork, Series 7, Financial Projection, Financial Markets, Portfolio Management, Stock Market, Social Media, Investment Theory, Investment Compliance, Analyzation, Puppeteering, Equity Valuation, Business Valuation, Quick Study, Fast-paced, Highly detail oriented, Sage 100 Contractor
Education
University of Nebraska-Lincoln 2007 — 2012
Bachelor of Science (BS), Finance (CFA - Investments)
Brian Parmelee Brian Parmelee's Waddell & Reed Experience June 2010 - November 2013
Job Life Wholesaler at Barnum Financial Group an office of MetLife
Industry Financial Services
Experience
Barnum Financial Group - an office of MetLife January 2015 - Present
Barnum Financial Group - an office of MetLife November 2013 - January 2015
Waddell & Reed June 2010 - November 2013
University of New Haven September 2011 - June 2012
Legends Hospitality June 2009 - August 2009
Skills
Comfortable working..., Managing Tight Deadlines, Organized Multi-tasker, Dealing with Customers, Managing Customer..., Developed..., Commercial Awarness and..., Microsoft Word, Microsoft Excel, PowerPoint, ACT!, Account Management, Finance, Customer Service, Auditing, Research, Data Analysis, Financial Analysis
Education
University of New Haven 2011 — 2012
Master of Business Administration (MBA), Finance, General
University of New Haven 2007 — 2011
BS, Finance, General
Barnum Financial Group - an office of MetLife January 2015 - Present
Barnum Financial Group - an office of MetLife November 2013 - January 2015
Waddell & Reed June 2010 - November 2013
University of New Haven September 2011 - June 2012
Legends Hospitality June 2009 - August 2009
Skills
Comfortable working..., Managing Tight Deadlines, Organized Multi-tasker, Dealing with Customers, Managing Customer..., Developed..., Commercial Awarness and..., Microsoft Word, Microsoft Excel, PowerPoint, ACT!, Account Management, Finance, Customer Service, Auditing, Research, Data Analysis, Financial Analysis
Education
University of New Haven 2011 — 2012
Master of Business Administration (MBA), Finance, General
University of New Haven 2007 — 2011
BS, Finance, General
Heather Wendell Heather Wendell's Waddell & Reed Experience April 1998 - July 1998
Job Operations Manager, Financial Advisor Batie Investment Group LLC Foothill Securities Inc., Member FINRA & SIPC
Industry Financial Services
Experience
Foothill Securities, Member FINRA and SIPC, Cue Financial Group, Inc., Registered Investment Adviser February 2013 - Present
Morgan Stanley Smith Barney January 2012 - February 2013
Morgan Stanley Smith Barney February 2006 - January 2012
Essential Financial Planning August 2005 - February 2006
Curbstone Financial Management Corporation April 1998 - August 2005
Waddell & Reed April 1998 - July 1998
Skills
Strategic Financial..., Retirement Planning, Series 7, Investments, Mutual Funds, Series 63, Asset Allocation, Equities, Series 65, Series 24, Financial Advisory, Portfolio Management, Finance
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 1993 — 1997
Bachelor of Science (B.S.), Business/Managerial Economics
Foothill Securities, Member FINRA and SIPC, Cue Financial Group, Inc., Registered Investment Adviser February 2013 - Present
Morgan Stanley Smith Barney January 2012 - February 2013
Morgan Stanley Smith Barney February 2006 - January 2012
Essential Financial Planning August 2005 - February 2006
Curbstone Financial Management Corporation April 1998 - August 2005
Waddell & Reed April 1998 - July 1998
Skills
Strategic Financial..., Retirement Planning, Series 7, Investments, Mutual Funds, Series 63, Asset Allocation, Equities, Series 65, Series 24, Financial Advisory, Portfolio Management, Finance
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 1993 — 1997
Bachelor of Science (B.S.), Business/Managerial Economics
John T Zabierek's Waddell & Reed Experience May 2005 - January 2012
Job Senior Technical Sales Manager
Industry Electrical/Electronic Manufacturing
Experience
Leaders in Technical Sales Management Greater Phoenix Area 2012 - Present
Networth Sevices January 2012 - April 2012
Waddell & Reed May 2005 - January 2012
Bell Microproducts August 1998 - January 2005
Arrow/Anthem Electronics May 1996 - August 1998
Skills
Sales, Customer Service, New Business Development, Account Management, Sales Management, Strategic Planning, Business Development, Solution Selling, Key Account Management, Salesforce.com, Sales Presentations, Relationship Management, Negotiation, Team Building, Sales Process, Leadership, Strategic Financial..., Territory Management, Team Leadership, Qualifying Prospects, Professional Services
Education
University of Notre Dame 1985 — 1989
Bachelor of Science, Electrical Engineering
Leaders in Technical Sales Management Greater Phoenix Area 2012 - Present
Networth Sevices January 2012 - April 2012
Waddell & Reed May 2005 - January 2012
Bell Microproducts August 1998 - January 2005
Arrow/Anthem Electronics May 1996 - August 1998
Skills
Sales, Customer Service, New Business Development, Account Management, Sales Management, Strategic Planning, Business Development, Solution Selling, Key Account Management, Salesforce.com, Sales Presentations, Relationship Management, Negotiation, Team Building, Sales Process, Leadership, Strategic Financial..., Territory Management, Team Leadership, Qualifying Prospects, Professional Services
Education
University of Notre Dame 1985 — 1989
Bachelor of Science, Electrical Engineering
Jeremy Siragusa Jeremy Siragusa's Waddell & Reed Experience April 2006 - February 2010
Job Director, Brokerage Services at First National Bank / Branch Manager at Raymond James Financial Services, Inc.
Industry Financial Services
Experience
Raymond James Financial Services, Inc. June 2015 - Present
First National Bank of Omaha August 2014 - Present
First National Investments & Planning March 2010 - July 2014
Waddell & Reed April 2006 - February 2010
QA3 Financial Corp December 2005 - April 2006
TD Ameritrade January 1998 - September 2005
Skills
Series 7, Series 63, Financial Services, Securities, Wealth Management, Risk Management, Investments, Portfolio Management, Strategic Planning, Retirement Planning, Asset Allocation, Relationship Management, Process Improvement, FINRA, Asset Managment, Strategic Financial..., Series 24, Team Building, Insurance, Equities, Series 65
Education
University of Nebraska-Lincoln
Raymond James Financial Services, Inc. June 2015 - Present
First National Bank of Omaha August 2014 - Present
First National Investments & Planning March 2010 - July 2014
Waddell & Reed April 2006 - February 2010
QA3 Financial Corp December 2005 - April 2006
TD Ameritrade January 1998 - September 2005
Skills
Series 7, Series 63, Financial Services, Securities, Wealth Management, Risk Management, Investments, Portfolio Management, Strategic Planning, Retirement Planning, Asset Allocation, Relationship Management, Process Improvement, FINRA, Asset Managment, Strategic Financial..., Series 24, Team Building, Insurance, Equities, Series 65
Education
University of Nebraska-Lincoln
Dana Dell's Waddell & Reed Experience April 2013 - Present
Job Brokerage Services Transfer Associate at Waddell and Reed
Industry Consumer Services
Experience
Waddell and Reed November 2013 - Present
Waddell & Reed April 2013 - Present
Humana September 2010 - June 2012
Pathfinder Travel April 2008 - April 2009
Hooper Holmes/ Infolink September 2006 - January 2008
Action Travel, Inc April 2005 - July 2006
Royal Caribbean September 2004 - March 2005
Upstream, LLC December 2003 - August 2004
Skills
Customer Service, Microsoft Word, Call Centers, Training, Data Entry, Microsoft Excel, Vacation, Cruises, Call Center, Leisure, Hotels, Team Building, Teamwork, Sales, Invoicing, Account Management, Outlook, Insurance, Sales Management
Education
University of Phoenix 2010 — 2013
Associate of Arts (AA), Business Administration, GPA 3.37
Trade School
Waddell and Reed November 2013 - Present
Waddell & Reed April 2013 - Present
Humana September 2010 - June 2012
Pathfinder Travel April 2008 - April 2009
Hooper Holmes/ Infolink September 2006 - January 2008
Action Travel, Inc April 2005 - July 2006
Royal Caribbean September 2004 - March 2005
Upstream, LLC December 2003 - August 2004
Skills
Customer Service, Microsoft Word, Call Centers, Training, Data Entry, Microsoft Excel, Vacation, Cruises, Call Center, Leisure, Hotels, Team Building, Teamwork, Sales, Invoicing, Account Management, Outlook, Insurance, Sales Management
Education
University of Phoenix 2010 — 2013
Associate of Arts (AA), Business Administration, GPA 3.37
Trade School
Lucas Whelan's Waddell & Reed Experience August 2008 - January 2009
Job Financial Advisor, Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. June 2011 - Present
TD Ameritrade January 2009 - January 2011
Waddell & Reed August 2008 - January 2009
Education
University of Nevada-Las Vegas 2002 — 2005
Bachelor of Science, Mathematics
Ameriprise Financial Services, Inc. June 2011 - Present
TD Ameritrade January 2009 - January 2011
Waddell & Reed August 2008 - January 2009
Education
University of Nevada-Las Vegas 2002 — 2005
Bachelor of Science, Mathematics
Andrew Cobb Andrew Cobb's Waddell & Reed Experience March 2015 - May 2015
Job Finance & Legal Intern at Globoforce
Industry Financial Services
Experience
Globoforce July 2015 - September 2015
Fales Elementary School December 2013 - June 2015
Waddell & Reed March 2015 - May 2015
Juniper Farms inc./ Bolton Oil co. May 2012 - August 2014
Pure Hockey/ComLax February 2010 - May 2012
Raymond Cobb Property Management January 2006 - December 2011
Skills
Leadership, Finance, Teamwork, Persistence, Accounting, Social Media, Microsoft Excel, Cooperative, PowerPoint, Team Leadership, Travel, Reliability, Marketing, Customer Service, Inventory Management, Retail, Sales, Facebook, Microsoft Word, Public Speaking, Management, Asset Allocation, Portfolio Management, Portfolio Performance..., Contract Management, Trend Analysis, Salesforce.com, Financial Statements
Education
University of Rhode Island 2012 — 2016
FInance
Globoforce July 2015 - September 2015
Fales Elementary School December 2013 - June 2015
Waddell & Reed March 2015 - May 2015
Juniper Farms inc./ Bolton Oil co. May 2012 - August 2014
Pure Hockey/ComLax February 2010 - May 2012
Raymond Cobb Property Management January 2006 - December 2011
Skills
Leadership, Finance, Teamwork, Persistence, Accounting, Social Media, Microsoft Excel, Cooperative, PowerPoint, Team Leadership, Travel, Reliability, Marketing, Customer Service, Inventory Management, Retail, Sales, Facebook, Microsoft Word, Public Speaking, Management, Asset Allocation, Portfolio Management, Portfolio Performance..., Contract Management, Trend Analysis, Salesforce.com, Financial Statements
Education
University of Rhode Island 2012 — 2016
FInance
Alisa Davidson Alisa Davidson's Waddell & Reed Experience January 2014 - Present
Job Student at University of NebraskaLincoln
Industry
Experience
Sandhills Publishing August 2014 - Present
Waddell & Reed January 2014 - Present
McCombs Commercial Realty January 2013 - August 2014
Skills
Analysis
Education
University of Nebraska-Lincoln 2011 — 2014
Sandhills Publishing August 2014 - Present
Waddell & Reed January 2014 - Present
McCombs Commercial Realty January 2013 - August 2014
Skills
Analysis
Education
University of Nebraska-Lincoln 2011 — 2014
John Spurlock-Brown John Spurlock-Brown's Waddell & Reed Experience February 2007 - February 2008
Job Privacy and Data Security Research Analyst at Bloomberg BNA
Industry Law Practice
Experience
Bloomberg BNA May 2015 - Present
Bloomberg BNA January 2015 - Present
University of Richmond Law School January 2013 - May 2013
Capital One May 2012 - August 2012
University of Richmond May 2011 - March 2012
Hutchens and Hutchens, PC June 2011 - November 2011
Schwabe Williamson & Wyatt July 2009 - July 2010
Schwabe Williamson & Wyatt February 2008 - July 2009
Waddell & Reed February 2007 - February 2008
Skills
Legal Research, Legal Writing, Litigation, Westlaw, Courts, Lexis, Banking Law, Financial Regulation
Education
University of Richmond School of Law 2010 — 2013
Doctor of Law (J.D.)
University of Oregon
Bachelor of Science (B.S.), Political Science and Government
Bloomberg BNA May 2015 - Present
Bloomberg BNA January 2015 - Present
University of Richmond Law School January 2013 - May 2013
Capital One May 2012 - August 2012
University of Richmond May 2011 - March 2012
Hutchens and Hutchens, PC June 2011 - November 2011
Schwabe Williamson & Wyatt July 2009 - July 2010
Schwabe Williamson & Wyatt February 2008 - July 2009
Waddell & Reed February 2007 - February 2008
Skills
Legal Research, Legal Writing, Litigation, Westlaw, Courts, Lexis, Banking Law, Financial Regulation
Education
University of Richmond School of Law 2010 — 2013
Doctor of Law (J.D.)
University of Oregon
Bachelor of Science (B.S.), Political Science and Government
Justin Boucher, MBA Justin Boucher, MBA's Waddell & Reed Experience October 2011 - November 2012
Job Financial Solutions Advisor at Merrill Edge
Industry Financial Services
Experience
Merrill Edge March 2015 - Present
Ameriprise Financial Services, Inc. March 2013 - February 2015
University of Nevada Reno March 2013 - August 2013
Amazon November 2012 - December 2012
Waddell & Reed October 2011 - November 2012
Reno Sparks Chamber of Commerce 2010 - October 2012
Going Places October 2011 - February 2012
IT Master Services June 2011 - September 2011
My City LLC August 2010 - August 2011
Peterbilt Truck Parts & Equipment December 2009 - August 2010
Skills
Online Advertising, Social Media Marketing, Social Media, Marketing, Advertising, Online Marketing, Personal Financial..., Stock Research, Strategic Planning, Business Development, Customer Service, Selling, Sales, Budgets, Retail, Small Business, Time Management, Social Networking, Marketing Strategy, Public Speaking, Leadership, Public Relations, Event Planning, Fundraising, Management
Education
University of Nevada-Reno 2013 — 2015
Master of Business Administration (MBA), Finance, General
University of Nevada 2005 — 2009
Bachelor of Science (B.S.), Business Administration, major Marketing
Merrill Edge March 2015 - Present
Ameriprise Financial Services, Inc. March 2013 - February 2015
University of Nevada Reno March 2013 - August 2013
Amazon November 2012 - December 2012
Waddell & Reed October 2011 - November 2012
Reno Sparks Chamber of Commerce 2010 - October 2012
Going Places October 2011 - February 2012
IT Master Services June 2011 - September 2011
My City LLC August 2010 - August 2011
Peterbilt Truck Parts & Equipment December 2009 - August 2010
Skills
Online Advertising, Social Media Marketing, Social Media, Marketing, Advertising, Online Marketing, Personal Financial..., Stock Research, Strategic Planning, Business Development, Customer Service, Selling, Sales, Budgets, Retail, Small Business, Time Management, Social Networking, Marketing Strategy, Public Speaking, Leadership, Public Relations, Event Planning, Fundraising, Management
Education
University of Nevada-Reno 2013 — 2015
Master of Business Administration (MBA), Finance, General
University of Nevada 2005 — 2009
Bachelor of Science (B.S.), Business Administration, major Marketing
John Yacek John Yacek's Waddell & Reed Experience 1985 - 1986
Job Tax Professional
Industry Financial Services
Experience
H&R Block November 2014 - Present
Las Vegas Metropolitan Police Department September 1987 - December 2012
Blinder and Robinson 1986 - 1987
Waddell & Reed 1985 - 1986
Skills
Human Resources, EEOC, Administrative..., Criminal Investigations, Operational Audit, Inspection, Interest Based..., Internal Investigations, Background Checks, Auditing, Criminal Justice, Police, Enforcement, Private Investigations, Dignitary Protection, Crime Prevention, Hostage Negotiator, Physical Security, Security Operations, Tactics, Executive Protection, Patrol, Interrogation, NIMS, Police Training, Investigation, Firearms, Field Training Officer, Homeland Security, Incident Command, Surveillance, Personal Security, Evidence, SWAT, Weapons, Risk Assessment, Public Safety, Protection, Field Training, Community Policing, Criminal Intelligence, Emergency Management, Active Shooter, Law Enforcement..., Counterintelligence, Fraud, Corporate Security, Counterterrorism, Taser, Workplace Violence
Education
University of Nevada-Las Vegas 2002 — 2005
Master of Business Administration (MBA), Finance, 3.32
University of Nevada-Las Vegas 1992 — 1995
Bachelor of Arts (B.A.), Psychology, 3.78
University of Nevada-Las Vegas 1992 — 1995
Bachelor of Arts (B.A.), Criminal Justice, 3.78
H&R Block November 2014 - Present
Las Vegas Metropolitan Police Department September 1987 - December 2012
Blinder and Robinson 1986 - 1987
Waddell & Reed 1985 - 1986
Skills
Human Resources, EEOC, Administrative..., Criminal Investigations, Operational Audit, Inspection, Interest Based..., Internal Investigations, Background Checks, Auditing, Criminal Justice, Police, Enforcement, Private Investigations, Dignitary Protection, Crime Prevention, Hostage Negotiator, Physical Security, Security Operations, Tactics, Executive Protection, Patrol, Interrogation, NIMS, Police Training, Investigation, Firearms, Field Training Officer, Homeland Security, Incident Command, Surveillance, Personal Security, Evidence, SWAT, Weapons, Risk Assessment, Public Safety, Protection, Field Training, Community Policing, Criminal Intelligence, Emergency Management, Active Shooter, Law Enforcement..., Counterintelligence, Fraud, Corporate Security, Counterterrorism, Taser, Workplace Violence
Education
University of Nevada-Las Vegas 2002 — 2005
Master of Business Administration (MBA), Finance, 3.32
University of Nevada-Las Vegas 1992 — 1995
Bachelor of Arts (B.A.), Psychology, 3.78
University of Nevada-Las Vegas 1992 — 1995
Bachelor of Arts (B.A.), Criminal Justice, 3.78
John Welland John Welland's Waddell & Reed Experience June 2013 - August 2013
Job Audit Assistant at Deloitte
Industry Accounting
J. Alex Morton, CPA, CHFP J. Alex Morton, CPA, CHFP's Waddell & Reed Experience January 2010 - May 2010
Job Audit and Assurance Services, Healthcare Reimbursement
Industry Accounting
Experience
Seim Johnson, LLP July 2011 - Present
Seim Johnson, LLP July 2010 - August 2010
Waddell & Reed January 2010 - May 2010
A & M Lawn Service April 2003 - March 2009
Champions Run Counrty Club May 2008 - August 2008
Skills
Accounting, Auditing, Customer Service, Finance, Financial Reporting, Financial Statements, Microsoft Excel, Financial Accounting, Strategic Financial..., Microsoft Word, Financial Analysis, Internal Controls, Financial Planning, Leadership
Education
University of Nebraska-Lincoln 2007 — 2011
Bachelors of Science in Business Admnistration, Accounting, Finance, Economics
Seim Johnson, LLP July 2011 - Present
Seim Johnson, LLP July 2010 - August 2010
Waddell & Reed January 2010 - May 2010
A & M Lawn Service April 2003 - March 2009
Champions Run Counrty Club May 2008 - August 2008
Skills
Accounting, Auditing, Customer Service, Finance, Financial Reporting, Financial Statements, Microsoft Excel, Financial Accounting, Strategic Financial..., Microsoft Word, Financial Analysis, Internal Controls, Financial Planning, Leadership
Education
University of Nebraska-Lincoln 2007 — 2011
Bachelors of Science in Business Admnistration, Accounting, Finance, Economics
Jeannie Stubbs's Waddell & Reed Experience January 2011 - Present
Job Tax Specialist in Mutual Fund Accounting at Waddell & Reed
Industry Financial Services
Experience
Waddell & Reed January 2011 - Present
Waddell & Reed June 2007 - January 2011
Waddell & Reed October 2006 - June 2007
Skills
Visio, Excel, Word, Analytical Abilities, Organizational Skills, Analysis, Microsoft Excel, Analytical Skills, Outlook, Tax, Software Documentation, PowerPoint, Management, Accounting, Microsoft Office, Auditing, Microsoft Word, Project Management, SharePoint, Data Analysis, Process Improvement, Problem Solving
Education
University of Phoenix 2006 — 2010
Bachelors, Accounting
Waddell & Reed January 2011 - Present
Waddell & Reed June 2007 - January 2011
Waddell & Reed October 2006 - June 2007
Skills
Visio, Excel, Word, Analytical Abilities, Organizational Skills, Analysis, Microsoft Excel, Analytical Skills, Outlook, Tax, Software Documentation, PowerPoint, Management, Accounting, Microsoft Office, Auditing, Microsoft Word, Project Management, SharePoint, Data Analysis, Process Improvement, Problem Solving
Education
University of Phoenix 2006 — 2010
Bachelors, Accounting
Angel Licea Angel Licea's Waddell & Reed Experience June 2014 - July 2014
Job Analyst
Industry Financial Services
Experience
Delaware North Companies October 2014 - Present
World Financial Group (WFG) September 2014 - Present
Waddell & Reed June 2014 - July 2014
Citibank (Banamex USA) March 2014 - June 2014
Bank of America August 2012 - January 2014
EFP Rotenberg, LLP January 2005 - April 2012
Delaware North Companies March 1995 - October 2004
PepsiCo March 1994 - March 1995
Skills
Financial Reporting, Tax, Accounts Receivable, QuickBooks, Accounts Payable, Account Reconciliation, Tax Preparation, Fixed Assets, Internal Controls, General Ledger, Tax Returns, Corporate Tax, Payroll, GAAP, Bookkeeping, Financial Accounting, ProSystem fx Tax, Forecasting, Microsoft Excel, Financial Statements, Financial Analysis, Due Diligence, Income Tax
Education
University of Phoenix 2009 — 2011
Bachelor's, Finance
Delaware North Companies October 2014 - Present
World Financial Group (WFG) September 2014 - Present
Waddell & Reed June 2014 - July 2014
Citibank (Banamex USA) March 2014 - June 2014
Bank of America August 2012 - January 2014
EFP Rotenberg, LLP January 2005 - April 2012
Delaware North Companies March 1995 - October 2004
PepsiCo March 1994 - March 1995
Skills
Financial Reporting, Tax, Accounts Receivable, QuickBooks, Accounts Payable, Account Reconciliation, Tax Preparation, Fixed Assets, Internal Controls, General Ledger, Tax Returns, Corporate Tax, Payroll, GAAP, Bookkeeping, Financial Accounting, ProSystem fx Tax, Forecasting, Microsoft Excel, Financial Statements, Financial Analysis, Due Diligence, Income Tax
Education
University of Phoenix 2009 — 2011
Bachelor's, Finance
Mark Rosenwinkel's Waddell & Reed Experience January 2006 - June 2006
Job Relationship Manager at S&P Ratings Services
Industry Capital Markets
Experience
Standard & Poor's March 2014 - Present
DRW Trading Group October 2012 - November 2013
Newedge March 2011 - October 2012
JPMorgan Investment Bank November 2009 - October 2010
JPMorgan Asset Management June 2007 - November 2009
Merrill Lynch June 2006 - May 2007
Waddell & Reed January 2006 - June 2006
Skills
Options, Derivatives, Portfolio Management, Series 7, Asset Management, Commodity, Microsoft Excel, FINRA, Financial Services, Futures, Commodities, Client Service, Series 66, Series 55, Python, SQLite, Visual Basic, Equities, Sungard ClearVision, Sungard GMI, Investments, Bonds, Mutual Funds, SQL
Education
University of North Florida - College of Business Administration
B.S.
Standard & Poor's March 2014 - Present
DRW Trading Group October 2012 - November 2013
Newedge March 2011 - October 2012
JPMorgan Investment Bank November 2009 - October 2010
JPMorgan Asset Management June 2007 - November 2009
Merrill Lynch June 2006 - May 2007
Waddell & Reed January 2006 - June 2006
Skills
Options, Derivatives, Portfolio Management, Series 7, Asset Management, Commodity, Microsoft Excel, FINRA, Financial Services, Futures, Commodities, Client Service, Series 66, Series 55, Python, SQLite, Visual Basic, Equities, Sungard ClearVision, Sungard GMI, Investments, Bonds, Mutual Funds, SQL
Education
University of North Florida - College of Business Administration
B.S.
Richard C Valenzuela Richard C Valenzuela's Waddell & Reed Experience October 2008 - March 2011
Job Kicking against the Goads
Industry Banking
Experience
Merrill Edge September 2014 - Present
Chase March 2011 - July 2014
Waddell & Reed October 2008 - March 2011
Le Tip of Stockton 2010 - 2010
Big Floor Events March 2003 - December 2004
Skills
Retirement Planning, Customer Service, Sales, Finance, Credit, Banking, Series 7, Leadership, Management
Education
University of Phoenix 2004 — 2007
BS Business/ Marketing
Merrill Edge September 2014 - Present
Chase March 2011 - July 2014
Waddell & Reed October 2008 - March 2011
Le Tip of Stockton 2010 - 2010
Big Floor Events March 2003 - December 2004
Skills
Retirement Planning, Customer Service, Sales, Finance, Credit, Banking, Series 7, Leadership, Management
Education
University of Phoenix 2004 — 2007
BS Business/ Marketing
William Todd Dunnagan, Jr. William Todd Dunnagan, Jr.'s Waddell & Reed Experience 2015 - Present
Job Financial Advisor at Waddell & Reed
Industry Financial Services
Experience
Waddell & Reed 2015 - Present
BDP International June 2013 - August 2015
Carolina Pool Management May 2011 - August 2012
Skills
Economics, Logistics, German, Program Management, Microsoft Excel, Microsoft Word, Logistics Management, International Business, Data Analysis, Management, Microsoft Office, PowerPoint, Time Management
Education
University of North Carolina at Chapel Hill 2011 — 2015
Bachelor of Arts (B.A.) Economics, Bachelor of Arts (B.A.) German Language and Literature
Waddell & Reed 2015 - Present
BDP International June 2013 - August 2015
Carolina Pool Management May 2011 - August 2012
Skills
Economics, Logistics, German, Program Management, Microsoft Excel, Microsoft Word, Logistics Management, International Business, Data Analysis, Management, Microsoft Office, PowerPoint, Time Management
Education
University of North Carolina at Chapel Hill 2011 — 2015
Bachelor of Arts (B.A.) Economics, Bachelor of Arts (B.A.) German Language and Literature
Kate Thompson Kate Thompson's Waddell & Reed Experience December 2010 - June 2013
Job Operations Manager at Wanderu, Inc
Industry Financial Services
Experience
Wanderu, Inc June 2015 - Present
Wanderu, Inc November 2014 - Present
Locately July 2013 - October 2014
Waddell & Reed December 2010 - June 2013
John Hancock Financial Services September 2007 - December 2010
Aegis Lending January 2007 - September 2007
Skills
Networking, Accounts Payable, Recruiting, Office Management, Office Administration, QuickBooks, Human Resources, Outlook, Customer Service, Accounts Receivable, Executive Calendar..., Financial Reporting, Financial Services, Management, Concur, Expenses, Bank Reconciliation, PowerPoint, Keynote, Apple Numbers, Microsoft Word, Microsoft Office, Microsoft Excel, Microsoft CRM, New Hire Orientations, Employee Training, Travel Management, Team Building, Building Relationships, Meeting Scheduling, Mac, Soft Skills, Resourceful..., Events Coordination, Multi Tasking, Bookkeeping, Project Management, Lease Negotiations, Connectors, Cultural Awareness
Education
University of Northwestern Ohio 2002 — 2003
Accounting and Business/Management
Wanderu, Inc June 2015 - Present
Wanderu, Inc November 2014 - Present
Locately July 2013 - October 2014
Waddell & Reed December 2010 - June 2013
John Hancock Financial Services September 2007 - December 2010
Aegis Lending January 2007 - September 2007
Skills
Networking, Accounts Payable, Recruiting, Office Management, Office Administration, QuickBooks, Human Resources, Outlook, Customer Service, Accounts Receivable, Executive Calendar..., Financial Reporting, Financial Services, Management, Concur, Expenses, Bank Reconciliation, PowerPoint, Keynote, Apple Numbers, Microsoft Word, Microsoft Office, Microsoft Excel, Microsoft CRM, New Hire Orientations, Employee Training, Travel Management, Team Building, Building Relationships, Meeting Scheduling, Mac, Soft Skills, Resourceful..., Events Coordination, Multi Tasking, Bookkeeping, Project Management, Lease Negotiations, Connectors, Cultural Awareness
Education
University of Northwestern Ohio 2002 — 2003
Accounting and Business/Management
Dylan Boyd-Dower Dylan Boyd-Dower's Waddell & Reed Experience February 2011 - April 2011
Job Finance Project Coordinator in the Banking Industry
Industry Financial Services
Experience
PNC February 2015 - Present
PNC August 2013 - Present
PNC June 2012 - August 2013
PwC January 2012 - April 2012
PNC May 2011 - August 2011
Waddell & Reed February 2011 - April 2011
Go Financial Aid May 2010 - August 2010
Skills
Public Speaking, Research, Microsoft Excel, Event Planning, Microsoft Word, Microsoft Office, Financial Modeling, Financial Analysis, Finance, Accounting, Strategic Financial..., Analysis, Banking
Education
University of Pittsburgh 2008 — 2012
Bachelor's Degree, Finance & Accounting (Dual Degree), Professional Certificate in Leadership and Ethics, magna cum laude
Brentwood Senior High School 2004 — 2008
High School Diploma, High School/Secondary Diplomas and Certificates
PNC February 2015 - Present
PNC August 2013 - Present
PNC June 2012 - August 2013
PwC January 2012 - April 2012
PNC May 2011 - August 2011
Waddell & Reed February 2011 - April 2011
Go Financial Aid May 2010 - August 2010
Skills
Public Speaking, Research, Microsoft Excel, Event Planning, Microsoft Word, Microsoft Office, Financial Modeling, Financial Analysis, Finance, Accounting, Strategic Financial..., Analysis, Banking
Education
University of Pittsburgh 2008 — 2012
Bachelor's Degree, Finance & Accounting (Dual Degree), Professional Certificate in Leadership and Ethics, magna cum laude
Brentwood Senior High School 2004 — 2008
High School Diploma, High School/Secondary Diplomas and Certificates
Wilson (UMKC-Student) Wilson (UMKC-Student)'s Waddell & Reed Experience January 2015 - Present
Job
Industry
Experience
Waddell & Reed January 2015 - Present
Osmose Utilities Services, Inc. January 2014 - December 2014
Hain’s Upholstery January 2006 - 2013
Pro Window Cleaning Services LLC January 2006 - January 2011
Vanguard Packing Inc January 2007 - January 2009
Missouri A+ Tutoring January 2007 - January 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, English, Windows, Public Speaking
Education
University of Missouri-Kansas City 2010 — 2013
BBA, Finance, General
University of Missouri-Kansas City 2010 — 2013
Bachelor, Business Administration; Finance
Maple Woods Community College 2008 — 2010
Associate of Arts Degree
Waddell & Reed January 2015 - Present
Osmose Utilities Services, Inc. January 2014 - December 2014
Hain’s Upholstery January 2006 - 2013
Pro Window Cleaning Services LLC January 2006 - January 2011
Vanguard Packing Inc January 2007 - January 2009
Missouri A+ Tutoring January 2007 - January 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, English, Windows, Public Speaking
Education
University of Missouri-Kansas City 2010 — 2013
BBA, Finance, General
University of Missouri-Kansas City 2010 — 2013
Bachelor, Business Administration; Finance
Maple Woods Community College 2008 — 2010
Associate of Arts Degree
Britni Dresen Britni Dresen's Waddell & Reed Experience August 2003 - February 2006
Job Sr. Client Service Coordinator
Industry Financial Services
Experience
Norwex September 2014 - Present
The Pampered Chef August 2013 - Present
Principal Financial Group September 2006 - Present
Principal Financial Group September 2006 - August 2008
AccounTemp May 2006 - September 2006
Westfield School District February 2006 - June 2006
Montello School District April 2006 - May 2006
Waddell & Reed August 2003 - February 2006
University of Wisconsin Oshkosh September 2003 - October 2005
ManpowerGroup May 2003 - October 2003
Skills
Microsoft Excel, Macro, Microsoft Word, Outlook, SQL, Business Objects, Sessions, DB2, Microsoft Office, Access, Windows, Time Management, Teamwork, Team Leadership, Troubleshooting
Education
University of Phoenix 2009 — 2010
Master's degree, Information Science/Studies
University of Wisconsin-Oshkosh 2003 — 2006
Bachelor of Business Administration (BBA), Finance, General
University of Wisconsin-Milwaukee 2002 — 2003
Transferred to Oshkosh, Information Technology
Montello High School 2000 — 2002
CNA, Cisco Networking Academy
Pioneer Westfield High School 1998 — 2002
High School, High School Certificate of Competence Program
Norwex September 2014 - Present
The Pampered Chef August 2013 - Present
Principal Financial Group September 2006 - Present
Principal Financial Group September 2006 - August 2008
AccounTemp May 2006 - September 2006
Westfield School District February 2006 - June 2006
Montello School District April 2006 - May 2006
Waddell & Reed August 2003 - February 2006
University of Wisconsin Oshkosh September 2003 - October 2005
ManpowerGroup May 2003 - October 2003
Skills
Microsoft Excel, Macro, Microsoft Word, Outlook, SQL, Business Objects, Sessions, DB2, Microsoft Office, Access, Windows, Time Management, Teamwork, Team Leadership, Troubleshooting
Education
University of Phoenix 2009 — 2010
Master's degree, Information Science/Studies
University of Wisconsin-Oshkosh 2003 — 2006
Bachelor of Business Administration (BBA), Finance, General
University of Wisconsin-Milwaukee 2002 — 2003
Transferred to Oshkosh, Information Technology
Montello High School 2000 — 2002
CNA, Cisco Networking Academy
Pioneer Westfield High School 1998 — 2002
High School, High School Certificate of Competence Program
Shane Jensen, CPCU, LSSBB Shane Jensen, CPCU, LSSBB's Waddell & Reed Experience April 2002 - February 2004
Job Owner at KelRissa, LLC
Industry Insurance
Experience
State Farm February 2014 - Present
KelRissa, LLC 2011 - Present
State Farm Insurance May 2009 - February 2014
State Farm Insurance May 2007 - May 2009
State Farm Insurance June 2004 - May 2007
Lincoln Public Schools November 2002 - September 2005
Waddell & Reed April 2002 - February 2004
University of Nebraska-Lincoln June 1999 - September 2001
Skills
Process Improvement, Insurance, Property & Casualty..., Leadership, Data Analysis
Education
University of Nebraska-Lincoln 1995 — 2000
B.S.; B.A., Economics, Political Science, Philosophy
State Farm February 2014 - Present
KelRissa, LLC 2011 - Present
State Farm Insurance May 2009 - February 2014
State Farm Insurance May 2007 - May 2009
State Farm Insurance June 2004 - May 2007
Lincoln Public Schools November 2002 - September 2005
Waddell & Reed April 2002 - February 2004
University of Nebraska-Lincoln June 1999 - September 2001
Skills
Process Improvement, Insurance, Property & Casualty..., Leadership, Data Analysis
Education
University of Nebraska-Lincoln 1995 — 2000
B.S.; B.A., Economics, Political Science, Philosophy
Michelle Pineda Michelle Pineda's Waddell & Reed Experience June 2010 - May 2012
Job Marketing Coordinator at Pinnacle Bank
Industry Marketing and Advertising
Experience
Pinnacle Bank September 2015 - Present
NSAA September 2010 - Present
Firespring August 2013 - September 2015
Firespring May 2012 - August 2013
USAV January 2012 - January 2013
University of Nebraska–Lincoln January 2012 - June 2012
Waddell & Reed June 2010 - May 2012
Skills
Advertising, Social Media, Email Marketing, SEO, Adobe Creative Suite, Customer Service, Direct Mail, Graphic Design, HTML, Spanish, Microsoft Office, Public Speaking, InDesign, CSS, Google Docs, Mac OS, Volleyball, Management, Marketing, Organizing, PC, Camtasia, DNS Management, Email, Google Apps, Copywriting, Social Media Marketing, Account Management, Project Management, Nonprofits, Marketing Communications
Education
University of Nebraska-Lincoln 2009 — 2013
Bachelor of Journalism
Pinnacle Bank September 2015 - Present
NSAA September 2010 - Present
Firespring August 2013 - September 2015
Firespring May 2012 - August 2013
USAV January 2012 - January 2013
University of Nebraska–Lincoln January 2012 - June 2012
Waddell & Reed June 2010 - May 2012
Skills
Advertising, Social Media, Email Marketing, SEO, Adobe Creative Suite, Customer Service, Direct Mail, Graphic Design, HTML, Spanish, Microsoft Office, Public Speaking, InDesign, CSS, Google Docs, Mac OS, Volleyball, Management, Marketing, Organizing, PC, Camtasia, DNS Management, Email, Google Apps, Copywriting, Social Media Marketing, Account Management, Project Management, Nonprofits, Marketing Communications
Education
University of Nebraska-Lincoln 2009 — 2013
Bachelor of Journalism
Michael Dimmitt's Waddell & Reed Experience August 2013 - January 2014
Job Student at University of North Florida
Industry Management Consulting
Experience
Waddell & Reed August 2013 - January 2014
Interline Brands (Top 100 Internet Retailer) June 2013 - August 2013
Skills
Microsoft Excel, Budgets, Microsoft Word, PowerPoint, Access, Microsoft Office, Outlook, Databases, Finance, Data Analysis, Business Analysis, Data Entry, Direct Mail Marketing
Education
University of North Florida 2013 — 2016
Management
University of Dubai 2014 — 2014
Bachelor of Business Administration (B.B.A.)
Stanton College Preparatory School 2009 — 2012
Diploma
Waddell & Reed August 2013 - January 2014
Interline Brands (Top 100 Internet Retailer) June 2013 - August 2013
Skills
Microsoft Excel, Budgets, Microsoft Word, PowerPoint, Access, Microsoft Office, Outlook, Databases, Finance, Data Analysis, Business Analysis, Data Entry, Direct Mail Marketing
Education
University of North Florida 2013 — 2016
Management
University of Dubai 2014 — 2014
Bachelor of Business Administration (B.B.A.)
Stanton College Preparatory School 2009 — 2012
Diploma
Nickolus Finley Nickolus Finley's Waddell & Reed Experience November 2011 - November 2014
Job Financial Management Analyst at Cloud Sherpas
Industry Management Consulting
Experience
Cloud Sherpas July 2015 - Present
Solar Turbines November 2014 - July 2015
Waddell & Reed November 2011 - November 2014
Principal Financial Group April 2009 - September 2009
Skills
Financial Analysis, Leadership, Strategic Planning, Management, Marketing, Public Speaking, Strategy, Uniform Combined State..., Social Networking, PowerPoint, Teamwork, Microsoft Excel, Finance
Education
University of San Diego 2006 — 2011
Bachelor of Business Administration (B.B.A.), Finance, General
Coronado High School
Cloud Sherpas July 2015 - Present
Solar Turbines November 2014 - July 2015
Waddell & Reed November 2011 - November 2014
Principal Financial Group April 2009 - September 2009
Skills
Financial Analysis, Leadership, Strategic Planning, Management, Marketing, Public Speaking, Strategy, Uniform Combined State..., Social Networking, PowerPoint, Teamwork, Microsoft Excel, Finance
Education
University of San Diego 2006 — 2011
Bachelor of Business Administration (B.B.A.), Finance, General
Coronado High School
Wes Studer Wes Studer's Waddell & Reed Experience July 2011 - September 2011
Job Patient Access Specialist at Kaiser Permanente
Industry Writing and Editing
Experience
Kaiser Permanente November 2011 - Present
ThisOrThat January 2011 - January 2012
Skyword Inc. June 2011 - October 2011
Waddell & Reed July 2011 - September 2011
Chris Dudley for Governor 2010 January 2010 - November 2010
Oregon League of Minority Voters September 2009 - January 2010
Examiner.com July 2009 - January 2010
Oregon Historical Society September 2008 - January 2010
United States Business Leadership Network October 2008 - September 2009
S.M.A.R.T. (Start Making a Reader Today) January 2008 - May 2009
Skills
Writing, Administrative Support, Customer Service, Research, Public Speaking, Editing, Social Networking, Social Media, Public Relations, Microsoft Office, Facebook, PowerPoint, Proofreading, Microsoft Word, Blogging, Microsoft Excel, Creative Writing, Marketing Communications, Interviews, Time Management, Program Management, Press Releases, Newsletters, Administrative...
Education
University of Portland 2005 — 2009
Bachelor of Arts, History & Political Science
John Cabot University 2008 — 2008
Political Science & Art History
Kaiser Permanente November 2011 - Present
ThisOrThat January 2011 - January 2012
Skyword Inc. June 2011 - October 2011
Waddell & Reed July 2011 - September 2011
Chris Dudley for Governor 2010 January 2010 - November 2010
Oregon League of Minority Voters September 2009 - January 2010
Examiner.com July 2009 - January 2010
Oregon Historical Society September 2008 - January 2010
United States Business Leadership Network October 2008 - September 2009
S.M.A.R.T. (Start Making a Reader Today) January 2008 - May 2009
Skills
Writing, Administrative Support, Customer Service, Research, Public Speaking, Editing, Social Networking, Social Media, Public Relations, Microsoft Office, Facebook, PowerPoint, Proofreading, Microsoft Word, Blogging, Microsoft Excel, Creative Writing, Marketing Communications, Interviews, Time Management, Program Management, Press Releases, Newsletters, Administrative...
Education
University of Portland 2005 — 2009
Bachelor of Arts, History & Political Science
John Cabot University 2008 — 2008
Political Science & Art History
Alex Grosvenor's Waddell & Reed Experience December 2013 - April 2014
Job Territory Manager at Efficium
Industry Management Consulting
Experience
Efficium April 2014 - Present
Waddell & Reed December 2013 - April 2014
Mutual of Omaha December 2012 - December 2013
Wells Fargo Bank November 2010 - November 2012
Skills
Sales Operations, Financial Analysis, Cost Accounting, Strategic Financial..., Customer Service, Finance, Microsoft Office, Leadership, Microsoft Excel, Management, Microsoft Project, Project Management
Education
University of Nebraska-Lincoln 2015 — 2017
Master of Business Administration (MBA)
University of Nebraska-Lincoln 2008 — 2012
Bachelor of Science (BS)
Efficium April 2014 - Present
Waddell & Reed December 2013 - April 2014
Mutual of Omaha December 2012 - December 2013
Wells Fargo Bank November 2010 - November 2012
Skills
Sales Operations, Financial Analysis, Cost Accounting, Strategic Financial..., Customer Service, Finance, Microsoft Office, Leadership, Microsoft Excel, Management, Microsoft Project, Project Management
Education
University of Nebraska-Lincoln 2015 — 2017
Master of Business Administration (MBA)
University of Nebraska-Lincoln 2008 — 2012
Bachelor of Science (BS)
Jordan Mannix's Waddell & Reed Experience May 2011 - August 2012
Job Attended University of MissouriColumbia
Industry Medical Devices
Experience
Cerner Corporation January 2013 - Present
Waddell & Reed May 2011 - August 2012
Skills
Spreadsheets, Access, Outlook, Mutual Funds, Administrative..., Finance, Microsoft Excel, Securities, Financial Analysis, PowerPoint, Investments, Event Planning, Facebook, Leadership, Data Analysis, Microsoft Office, Time Management, Customer Service, Microsoft Word, Teamwork, Analysis, Budgets, Consulting, Healthcare Information..., Windows, Process Improvement
Education
University of Missouri-Columbia 2010 — 2012
Bachelor of Science (BS), Finance
Cerner Corporation January 2013 - Present
Waddell & Reed May 2011 - August 2012
Skills
Spreadsheets, Access, Outlook, Mutual Funds, Administrative..., Finance, Microsoft Excel, Securities, Financial Analysis, PowerPoint, Investments, Event Planning, Facebook, Leadership, Data Analysis, Microsoft Office, Time Management, Customer Service, Microsoft Word, Teamwork, Analysis, Budgets, Consulting, Healthcare Information..., Windows, Process Improvement
Education
University of Missouri-Columbia 2010 — 2012
Bachelor of Science (BS), Finance
Jon Geier Jon Geier's Waddell & Reed Experience January 2012 - July 2012
Job Brokerage Trader at Ameritas Investment Corp.
Industry Financial Services
Experience
Ameritas Investment Corp. March 2015 - Present
Ameritas Investment Corp. May 2013 - March 2015
Ameritas July 2012 - May 2013
Waddell & Reed January 2012 - July 2012
Nebraska Sports June 2010 - August 2011
UNION BANK AND TRUST May 2009 - August 2009
Skills
Financial Analysis, Marketing Communications, Management, Microsoft Word, Microsoft Excel, PowerPoint, Morningstar, Customer Service, Lotus Notes, Life Design, Life Insurance, Investments, Sales
Education
University of Nebraska-Lincoln 2009 — 2013
Bachelor of Science Business Administration, Majors: Finance and Management. Minor: Marketing
Ameritas Investment Corp. March 2015 - Present
Ameritas Investment Corp. May 2013 - March 2015
Ameritas July 2012 - May 2013
Waddell & Reed January 2012 - July 2012
Nebraska Sports June 2010 - August 2011
UNION BANK AND TRUST May 2009 - August 2009
Skills
Financial Analysis, Marketing Communications, Management, Microsoft Word, Microsoft Excel, PowerPoint, Morningstar, Customer Service, Lotus Notes, Life Design, Life Insurance, Investments, Sales
Education
University of Nebraska-Lincoln 2009 — 2013
Bachelor of Science Business Administration, Majors: Finance and Management. Minor: Marketing
Paul Ferrari Paul Ferrari's Waddell & Reed Experience March 2011 - August 2011
Job Student at University of Rochester
Industry Financial Services
Experience
University of Rochester September 2008 - Present
Waddell & Reed March 2011 - August 2011
Education
University of Rochester 2008 — 2012
BA, Financial Economics and Political Science (Double Majors)
University of Rochester September 2008 - Present
Waddell & Reed March 2011 - August 2011
Education
University of Rochester 2008 — 2012
BA, Financial Economics and Political Science (Double Majors)
Jason Curran Jason Curran's Waddell & Reed Experience July 2010 - May 2012
Job Financial Solutions Advisor at Merrill Edge
Industry Financial Services
Experience
Merrill Edge December 2012 - Present
Waddell & Reed July 2010 - May 2012
CHARLES SCHWAB & CO., INC April 2000 - June 2010
Bank One / National Direct Equity 1999 - 2000
Skills
Building Strong..., Organizational Needs..., Strategic Partnerships, Cross-functional Team..., Team Management, Customer Oriented, Customer Engagement, Customer Experience, Sales Growth, Territory Development, Sales Presentations, Sales Management, Strategic Planning, End User Training, Solution Selling, Identifying Client Needs, Financial Services, Sales, Wealth Management, New Business Development, Leadership, Retirement Planning, Strategy, Finance, Management, Mutual Funds
Education
University of Phoenix
Bachelor of Science, Business Administration
Merrill Edge December 2012 - Present
Waddell & Reed July 2010 - May 2012
CHARLES SCHWAB & CO., INC April 2000 - June 2010
Bank One / National Direct Equity 1999 - 2000
Skills
Building Strong..., Organizational Needs..., Strategic Partnerships, Cross-functional Team..., Team Management, Customer Oriented, Customer Engagement, Customer Experience, Sales Growth, Territory Development, Sales Presentations, Sales Management, Strategic Planning, End User Training, Solution Selling, Identifying Client Needs, Financial Services, Sales, Wealth Management, New Business Development, Leadership, Retirement Planning, Strategy, Finance, Management, Mutual Funds
Education
University of Phoenix
Bachelor of Science, Business Administration
Cheryl Birdsong-Dyer Cheryl Birdsong-Dyer's Waddell & Reed Experience 2012 - 2013
Job
Industry Information Technology and Services
Experience
CenturyLink May 2015 - Present
Sprint January 2013 - May 2015
Waddell & Reed 2012 - 2013
The Process Architects, LLC December 2009 - March 2012
Sprint Nextel January 2001 - December 2009
Skills
Process Improvement, Cross-functional Team..., Program Management, Project Management, Business Analysis, Six Sigma, Management, Strategy, Vendor Management, Change Management
Education
Webster University 2007 — 2010
Masters, Leadership & Management
Villanova University 2007 — 2007
Certificate, Lean Six Sigma Black Belt
University of Missouri-Kansas City 2004 — 2005
Certificate, Information Technology (Computer Media & Technology)
University of Missouri-Kansas City 2002 — 2005
Bachelor’s Degree, Arts / Science
Ciena
Carrier Ethernet Certification, Telecommunications Engineering
CenturyLink May 2015 - Present
Sprint January 2013 - May 2015
Waddell & Reed 2012 - 2013
The Process Architects, LLC December 2009 - March 2012
Sprint Nextel January 2001 - December 2009
Skills
Process Improvement, Cross-functional Team..., Program Management, Project Management, Business Analysis, Six Sigma, Management, Strategy, Vendor Management, Change Management
Education
Webster University 2007 — 2010
Masters, Leadership & Management
Villanova University 2007 — 2007
Certificate, Lean Six Sigma Black Belt
University of Missouri-Kansas City 2004 — 2005
Certificate, Information Technology (Computer Media & Technology)
University of Missouri-Kansas City 2002 — 2005
Bachelor’s Degree, Arts / Science
Ciena
Carrier Ethernet Certification, Telecommunications Engineering
Peter Converse Peter Converse's Waddell & Reed Experience July 1995 - September 2008
Job President at Compass & Company
Industry Internet
Experience
Compass & Company January 2015 - Present
Steward Home Care March 2013 - December 2014
Compass and Company May 1983 - December 2014
The Hazelden Foundation January 1983 - December 2014
Compass and Company January 1983 - December 2014
Community Health Care, Inc. June 2012 - March 2013
Various Hospices September 2010 - February 2012
Waddell & Reed July 1995 - September 2008
Minnesota AIDS Project January 1986 - January 1988
The Bookstall September 1976 - September 1978
Skills
Editing, Psychotherapy, Teaching, Community Outreach, Nonprofits, Public Speaking, Spiritual Direction, Fundraising, Sailing, Newsletters, Writing, Volunteer Management, Healthcare, Copy Editing, Interviews, Publishing, Social Services, Public Relations, Books, Crisis Intervention, Marketing, Technical Writing, Grant Writing, Research, Leadership, Counseling, Photography, Blogging, Press Releases, Management, Training, Proposal Writing, Spiritual, Small group facilitation, Event Planning
Education
Episcopal Divinity School 1978 — 1982
Master of Divinity, Pastoral Theology
University of Massachusetts, Amherst 1970 — 1973
B. A., Journalism & American History
University of Pennsylvania 1964 — 1965
English
Tabor Academy 1962 — 1964
Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
The Taft School 1959 — 1962
College Prep
Compass & Company January 2015 - Present
Steward Home Care March 2013 - December 2014
Compass and Company May 1983 - December 2014
The Hazelden Foundation January 1983 - December 2014
Compass and Company January 1983 - December 2014
Community Health Care, Inc. June 2012 - March 2013
Various Hospices September 2010 - February 2012
Waddell & Reed July 1995 - September 2008
Minnesota AIDS Project January 1986 - January 1988
The Bookstall September 1976 - September 1978
Skills
Editing, Psychotherapy, Teaching, Community Outreach, Nonprofits, Public Speaking, Spiritual Direction, Fundraising, Sailing, Newsletters, Writing, Volunteer Management, Healthcare, Copy Editing, Interviews, Publishing, Social Services, Public Relations, Books, Crisis Intervention, Marketing, Technical Writing, Grant Writing, Research, Leadership, Counseling, Photography, Blogging, Press Releases, Management, Training, Proposal Writing, Spiritual, Small group facilitation, Event Planning
Education
Episcopal Divinity School 1978 — 1982
Master of Divinity, Pastoral Theology
University of Massachusetts, Amherst 1970 — 1973
B. A., Journalism & American History
University of Pennsylvania 1964 — 1965
English
Tabor Academy 1962 — 1964
Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
The Taft School 1959 — 1962
College Prep
Emorja Roberson Emorja Roberson's Waddell & Reed Experience October 2013 - October 2013
Job Graduate from the University of North Florida
Industry Music
Experience
Girls Scouts of Gateway Council October 2013 - July 2015
Waddell & Reed October 2013 - October 2013
The "Negro Spiritual" Scholarship Foundation June 2013 - October 2013
Mortgage Specialist International, LLC June 2013 - September 2013
University of North Florida (School of Computing) June 2013 - September 2013
RadioShack January 2013 - June 2013
Abercrombie & Fitch June 2011 - August 2012
Skills
Customer Service, Microsoft Office Suite, Organization/Analytical, Problem Solving, Detail Oriented, Team Leadership, Oral & Written..., Keyboarding, Software Skills, Interpersonal Skills, Time Management, Tenacious Work Ethic, Positive Language, Contract Negotiation, Analysis
Education
University of North Florida 2009 — 2013
Bachelor's degree, Music Performance, 3.4/4.0
Girls Scouts of Gateway Council October 2013 - July 2015
Waddell & Reed October 2013 - October 2013
The "Negro Spiritual" Scholarship Foundation June 2013 - October 2013
Mortgage Specialist International, LLC June 2013 - September 2013
University of North Florida (School of Computing) June 2013 - September 2013
RadioShack January 2013 - June 2013
Abercrombie & Fitch June 2011 - August 2012
Skills
Customer Service, Microsoft Office Suite, Organization/Analytical, Problem Solving, Detail Oriented, Team Leadership, Oral & Written..., Keyboarding, Software Skills, Interpersonal Skills, Time Management, Tenacious Work Ethic, Positive Language, Contract Negotiation, Analysis
Education
University of North Florida 2009 — 2013
Bachelor's degree, Music Performance, 3.4/4.0
Stephen Frantz Stephen Frantz's Waddell & Reed Experience 1995 - 1998
Job President, Chairman at Tributary Capital Management
Industry Investment Management
Experience
Habitat for Humanity International August 2014 - Present
Vistage Worldwide December 2012 - Present
Tributary Capital Management and Tributary Funds Group May 2010 - Present
March of Dimes January 2004 - Present
University of Nebraska at Omaha January 2008 - July 2012
First Investment Group 1999 - May 2010
PIMCO (Parametric Portfolio Associates) 1998 - 1999
Waddell & Reed 1995 - 1998
J. Stephan & Co 1993 - 1995
Skills
Asset Managment, Investments, Finance, Leadership, Strategy, Equities, Asset Management, Financial Advisory, Management, Portfolio Management, Financial Analysis, Hedge Funds, Risk Management, Financial Modeling, Financial Services, Valuation, Asset Allocation
Education
University of Nebraska at Omaha 1978 — 1983
BSBA, FInance, Marketing
Burke High School
Habitat for Humanity International August 2014 - Present
Vistage Worldwide December 2012 - Present
Tributary Capital Management and Tributary Funds Group May 2010 - Present
March of Dimes January 2004 - Present
University of Nebraska at Omaha January 2008 - July 2012
First Investment Group 1999 - May 2010
PIMCO (Parametric Portfolio Associates) 1998 - 1999
Waddell & Reed 1995 - 1998
J. Stephan & Co 1993 - 1995
Skills
Asset Managment, Investments, Finance, Leadership, Strategy, Equities, Asset Management, Financial Advisory, Management, Portfolio Management, Financial Analysis, Hedge Funds, Risk Management, Financial Modeling, Financial Services, Valuation, Asset Allocation
Education
University of Nebraska at Omaha 1978 — 1983
BSBA, FInance, Marketing
Burke High School
Morgan Watts's Waddell & Reed Experience August 2015 - Present
Job ResultsDriven Connector and Strategist; Financial Advisor at Waddell & Reed
Industry Program Development
Experience
Waddell & Reed August 2015 - Present
Cerner February 2014 - October 2014
Cerner August 2012 - February 2014
Cerner April 2011 - August 2012
Zorrel International August 2010 - July 2011
Big Event; Kearney, NE May 2006 - April 2009
Czech Republic March 2008 - June 2008
Skills
Project Planning, Strategies, Marketing Strategy, Marketing Communications, Event Management, Content Development, Social Media Marketing, Event Planning, Training, Social Media, Blogging, Sales, Creative Direction, Project Management, Management, Fundraising, Program Management, Trade Shows, Strategy, Marketing, Nonprofits
Education
University of Missouri-Kansas City 2013 — 2016
Master of Business Administration (MBA)
Palacký University Olomouc
University of Nebraska at Kearney
Bachelor of Science (B.S.)
Waddell & Reed August 2015 - Present
Cerner February 2014 - October 2014
Cerner August 2012 - February 2014
Cerner April 2011 - August 2012
Zorrel International August 2010 - July 2011
Big Event; Kearney, NE May 2006 - April 2009
Czech Republic March 2008 - June 2008
Skills
Project Planning, Strategies, Marketing Strategy, Marketing Communications, Event Management, Content Development, Social Media Marketing, Event Planning, Training, Social Media, Blogging, Sales, Creative Direction, Project Management, Management, Fundraising, Program Management, Trade Shows, Strategy, Marketing, Nonprofits
Education
University of Missouri-Kansas City 2013 — 2016
Master of Business Administration (MBA)
Palacký University Olomouc
University of Nebraska at Kearney
Bachelor of Science (B.S.)
Brian Justema Brian Justema's Waddell & Reed Experience May 2006 - April 2008
Job Sales at The Sharpe Collection Land Rover & Jaguar
Industry Financial Services
Experience
The Sharpe Collection - Land Rover & Jaguar February 2011 - Present
Grand Rapids Area Chamber of Commerce 2007 - Present
Heartland Payment Systems June 2008 - February 2011
Waddell & Reed May 2006 - April 2008
SoccerZone Inc December 2003 - May 2006
Arden's Photo Inc May 1982 - May 2003
arden's Photo 1982 - 2003
Skills
Strategic Planning, Customer Service, Sales, Sales Management, New Business Development, Marketing, Small Business, Public Speaking, Negotiation, Marketing Strategy, Account Management, Team Building, Social Media Marketing, Event Planning, Social Media, Budgets, Event Management, Insurance, Fundraising, Marketing Communications, Public Relations, Management, Human Resources, Customer Satisfaction, Advertising, Online Marketing, Team Leadership, Training, Social Networking, Finance, Entrepreneurship, Leadership, Time Management, B2B, Customer Retention, Coaching, Strategy, Business Development, Direct Sales, Leadership Development, Sales Process
Education
University of Phoenix 2004 — 2006
BS, Business Management
Grand Rapids Central High School 1980 — 1982
General
The Sharpe Collection - Land Rover & Jaguar February 2011 - Present
Grand Rapids Area Chamber of Commerce 2007 - Present
Heartland Payment Systems June 2008 - February 2011
Waddell & Reed May 2006 - April 2008
SoccerZone Inc December 2003 - May 2006
Arden's Photo Inc May 1982 - May 2003
arden's Photo 1982 - 2003
Skills
Strategic Planning, Customer Service, Sales, Sales Management, New Business Development, Marketing, Small Business, Public Speaking, Negotiation, Marketing Strategy, Account Management, Team Building, Social Media Marketing, Event Planning, Social Media, Budgets, Event Management, Insurance, Fundraising, Marketing Communications, Public Relations, Management, Human Resources, Customer Satisfaction, Advertising, Online Marketing, Team Leadership, Training, Social Networking, Finance, Entrepreneurship, Leadership, Time Management, B2B, Customer Retention, Coaching, Strategy, Business Development, Direct Sales, Leadership Development, Sales Process
Education
University of Phoenix 2004 — 2006
BS, Business Management
Grand Rapids Central High School 1980 — 1982
General
Colby Buehler's Waddell & Reed Experience May 2015 - August 2015
Job Owner and operator of Bullwinkles
Industry Investment Management
Experience
Buehler Lawn Care April 2004 - Present
Waddell & Reed May 2015 - August 2015
Dacobi, Inc May 2013 - August 2015
Bullwinkles August 2013 - December 2014
Skills
Outstanding..., Foresight, Financial Analysis, Musicality, Public Speaking, Working for and with..., Strategic Leadership, Management, Sales, Advertising, Social Media, Event Planning, Marketing Strategy
Education
University of Notre Dame 2012 — 2016
Bachelor's degree, Finance/Psychology, Senior
Buehler Lawn Care April 2004 - Present
Waddell & Reed May 2015 - August 2015
Dacobi, Inc May 2013 - August 2015
Bullwinkles August 2013 - December 2014
Skills
Outstanding..., Foresight, Financial Analysis, Musicality, Public Speaking, Working for and with..., Strategic Leadership, Management, Sales, Advertising, Social Media, Event Planning, Marketing Strategy
Education
University of Notre Dame 2012 — 2016
Bachelor's degree, Finance/Psychology, Senior
Jill McCluskey, PHR, SHRM-CP Jill McCluskey, PHR, SHRM-CP's Waddell & Reed Experience January 2000 - May 2000
Job Director, Administrative Services
Industry Executive Office
Experience
Wiseda Corporation April 2010 - Present
Warren Douglas, LP February 2002 - October 2009
Waddell & Reed January 2000 - May 2000
Houston General Insurance Company 1989 - 1993
Foster Mortgage Corporation 1985 - 1989
Western Company of North America 1984 - 1985
Western Company of North America 1983 - 1984
Control-o-fax Systems, Inc. 1981 - 1983
Skills
Human Resources, Recruiting, Employee Benefits, Payroll, Performance Management, Leadership, Training, Strategy, Deferred Compensation, Strategic Planning, Executive Support, Corporate Officer, Accounting and cash..., Project Management, 401(k) Plan..., Legal Compliance, Employee Wellness, Facilities Management, Mentoring/coaching, Policies and Procedures, Business Management, Employee Relations, Management, Customer Service
Education
University of Northern Iowa 1978 — 1980
Bachelor of Arts
University of Northern Iowa
Bachelor of Arts (BA)
Wiseda Corporation April 2010 - Present
Warren Douglas, LP February 2002 - October 2009
Waddell & Reed January 2000 - May 2000
Houston General Insurance Company 1989 - 1993
Foster Mortgage Corporation 1985 - 1989
Western Company of North America 1984 - 1985
Western Company of North America 1983 - 1984
Control-o-fax Systems, Inc. 1981 - 1983
Skills
Human Resources, Recruiting, Employee Benefits, Payroll, Performance Management, Leadership, Training, Strategy, Deferred Compensation, Strategic Planning, Executive Support, Corporate Officer, Accounting and cash..., Project Management, 401(k) Plan..., Legal Compliance, Employee Wellness, Facilities Management, Mentoring/coaching, Policies and Procedures, Business Management, Employee Relations, Management, Customer Service
Education
University of Northern Iowa 1978 — 1980
Bachelor of Arts
University of Northern Iowa
Bachelor of Arts (BA)
Rachel Hargus's Waddell & Reed Experience September 2010 - February 2011
Job Logistics Operations at Union Pacific Distribution Services
Industry Logistics and Supply Chain
Experience
Union Pacific Distribution Services July 2011 - Present
B2B April 2011 - July 2011
Waddell & Reed September 2010 - February 2011
B2B April 2009 - September 2010
Securities America, Inc. Member FINRA/SIPC November 2008 - March 2009
QA3 Financial Corp June 2007 - October 2008
TD Ameritrade February 1999 - May 2007
Skills
Auditing, Investments, Risk Management, Marketing, Finance, Employee Benefits, Series 7, Team Building, Customer Service, Insurance, Series 63, Call Center, Strategic Financial..., Strategic Planning, Estate Planning, Logistics, Microsoft Excel, Relationship Management, Process Improvement, Training, Cross-functional Team..., Leadership, Customer Satisfaction, Microsoft Office, Series 24, Microsoft Word, PowerPoint, Data Analysis, Account Management, Operations Management, Analysis, Forecasting, Management, Mutual Funds, Transportation, Access, Sales, Outlook, Coaching, Time Management, Leadership Development, Project Management, Financial Analysis, Banking, Supply Chain Management, Asset Management, Employee Training, Financial Services, Social Networking, Retirement Planning
Education
University of Nebraska at Omaha 1994 — 1998
Bachelor of Business Administration (BBA), Small Business Administration/Management
Union Pacific Distribution Services July 2011 - Present
B2B April 2011 - July 2011
Waddell & Reed September 2010 - February 2011
B2B April 2009 - September 2010
Securities America, Inc. Member FINRA/SIPC November 2008 - March 2009
QA3 Financial Corp June 2007 - October 2008
TD Ameritrade February 1999 - May 2007
Skills
Auditing, Investments, Risk Management, Marketing, Finance, Employee Benefits, Series 7, Team Building, Customer Service, Insurance, Series 63, Call Center, Strategic Financial..., Strategic Planning, Estate Planning, Logistics, Microsoft Excel, Relationship Management, Process Improvement, Training, Cross-functional Team..., Leadership, Customer Satisfaction, Microsoft Office, Series 24, Microsoft Word, PowerPoint, Data Analysis, Account Management, Operations Management, Analysis, Forecasting, Management, Mutual Funds, Transportation, Access, Sales, Outlook, Coaching, Time Management, Leadership Development, Project Management, Financial Analysis, Banking, Supply Chain Management, Asset Management, Employee Training, Financial Services, Social Networking, Retirement Planning
Education
University of Nebraska at Omaha 1994 — 1998
Bachelor of Business Administration (BBA), Small Business Administration/Management
Donald Stanley Donald Stanley's Waddell & Reed Experience September 2012 - September 2014
Job CRPC®
Industry Investment Management
Experience
Fidelity Investments September 2014 - Present
Waddell & Reed September 2012 - September 2014
TD Ameritrade September 2007 - September 2012
Education
University of Nebraska-Lincoln 2002 — 2006
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Fidelity Investments September 2014 - Present
Waddell & Reed September 2012 - September 2014
TD Ameritrade September 2007 - September 2012
Education
University of Nebraska-Lincoln 2002 — 2006
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Tim Larkin's Waddell & Reed Experience May 2015 - Present
Job Client Service Analyst
Industry Investment Management
Experience
Waddell & Reed May 2015 - Present
State Street February 2008 - December 2014
PricewaterhouseCoopers January 2001 - January 2008
Skills
Auditing, Leadership, Management, Finance, Financial Reporting, Financial Accounting, Fund Accounting, Investments, Internal Controls, Analysis
Education
University of Missouri-Kansas City 2000 — 2002
Master of Science, Accounting Information Systems
University of Missouri-Kansas City 1997 — 1999
Bachelor of Science in Accounting, Accounting
Waddell & Reed May 2015 - Present
State Street February 2008 - December 2014
PricewaterhouseCoopers January 2001 - January 2008
Skills
Auditing, Leadership, Management, Finance, Financial Reporting, Financial Accounting, Fund Accounting, Investments, Internal Controls, Analysis
Education
University of Missouri-Kansas City 2000 — 2002
Master of Science, Accounting Information Systems
University of Missouri-Kansas City 1997 — 1999
Bachelor of Science in Accounting, Accounting
Ben Yelkin Ben Yelkin's Waddell & Reed Experience 2001 - 2002
Job Senior Account Director at MackayMitchell Envelope Company
Industry Marketing and Advertising
Experience
MackayMitchell Envelope Company August 2012 - Present
Running Down GBS December 2012 - Present
AlanizMetrogroup a Qdmh Company March 2012 - July 2012
Pickering Creative Group September 2011 - March 2012
Redfield and Company June 2008 - September 2011
MetroGroup Marketing Services 2006 - May 2008
Smith Hayes Financial Services 2004 - 2006
Allstate 2002 - 2004
Waddell & Reed 2001 - 2002
Skills
New Business Development, National Account Sales, Direct Sales, Negotiation, Direct Marketing, Project Management, Direct Mail, Marketing Strategy, Marketing Communications, Marketing, Non-profits, Account Management, Nonprofits, Business Development, Sales, Advertising, Online Advertising, Sales Process, Budgets, Sales Management, B2B, Strategy, Training, Lead Generation, Integrated Marketing, Email Marketing
Education
University of Nebraska-Lincoln 1995 — 2001
Bachelors of Journalism, Advertising
MackayMitchell Envelope Company August 2012 - Present
Running Down GBS December 2012 - Present
AlanizMetrogroup a Qdmh Company March 2012 - July 2012
Pickering Creative Group September 2011 - March 2012
Redfield and Company June 2008 - September 2011
MetroGroup Marketing Services 2006 - May 2008
Smith Hayes Financial Services 2004 - 2006
Allstate 2002 - 2004
Waddell & Reed 2001 - 2002
Skills
New Business Development, National Account Sales, Direct Sales, Negotiation, Direct Marketing, Project Management, Direct Mail, Marketing Strategy, Marketing Communications, Marketing, Non-profits, Account Management, Nonprofits, Business Development, Sales, Advertising, Online Advertising, Sales Process, Budgets, Sales Management, B2B, Strategy, Training, Lead Generation, Integrated Marketing, Email Marketing
Education
University of Nebraska-Lincoln 1995 — 2001
Bachelors of Journalism, Advertising
Amy Shan's Waddell & Reed Experience January 2013 - May 2013
Job Student at The Wharton School, University of Pennsylvania
Industry Accounting
Experience
Professional Server Certification Corporation May 2014 - Present
Marks Family Writing Center - University of Pennsylvania August 2014 - Present
Student Federal Credit Union at the University of Pennsylvania November 2013 - May 2014
Professional Server Certification Corporation June 2013 - August 2013
Dairy Queen September 2011 - August 2013
Waddell & Reed January 2013 - May 2013
Rosebud Manufacturing Company, Inc. August 2012 - May 2013
Skills
Leadership, Teaching, Critical Thinking, Teamwork, Accounting, Writing, Volunteering, Customer Service, Community Outreach, PowerPoint, Microsoft Office, Marketing, Public Speaking, Research, Social Media, Event Planning, Microsoft Excel, Microsoft Word
Education
University of Pennsylvania - The Wharton School 2013 — 2017
Candidate for Bachelor of Science in Economics
Madison High School 2009 — 2013
Professional Server Certification Corporation May 2014 - Present
Marks Family Writing Center - University of Pennsylvania August 2014 - Present
Student Federal Credit Union at the University of Pennsylvania November 2013 - May 2014
Professional Server Certification Corporation June 2013 - August 2013
Dairy Queen September 2011 - August 2013
Waddell & Reed January 2013 - May 2013
Rosebud Manufacturing Company, Inc. August 2012 - May 2013
Skills
Leadership, Teaching, Critical Thinking, Teamwork, Accounting, Writing, Volunteering, Customer Service, Community Outreach, PowerPoint, Microsoft Office, Marketing, Public Speaking, Research, Social Media, Event Planning, Microsoft Excel, Microsoft Word
Education
University of Pennsylvania - The Wharton School 2013 — 2017
Candidate for Bachelor of Science in Economics
Madison High School 2009 — 2013
Graham Lockard, EIT Graham Lockard, EIT's Waddell & Reed Experience November 2010 - March 2011
Job Seismic Structural Engineer at ARES Corporation
Industry Civil Engineering
Experience
ARES Corporation May 2014 - Present
Central Exhibit Services October 2012 - September 2015
TerraTherm, Inc. December 2013 - January 2014
MKT Investments March 2011 - August 2011
Waddell & Reed November 2010 - March 2011
Skills
Microsoft Excel, Time Management, Leadership, Structural Analysis, Microsoft Office, PowerPoint, Engineering, Microsoft Word, Data Analysis, Analysis, AutoCAD, Calculus, MathCAD, Management, Social Media, Public Speaking, Research, JavaScript, SAP2000
Education
University of New Hampshire 2012 — 2014
Master’s Degree, Structural Engineering, Magna Cum Laude, 3.66 GPA
University of New Hampshire - Whittemore School of Business and Economics 2008 — 2012
Bachelor's degree, Business Administration - Finance, 3.52 GPA
ARES Corporation May 2014 - Present
Central Exhibit Services October 2012 - September 2015
TerraTherm, Inc. December 2013 - January 2014
MKT Investments March 2011 - August 2011
Waddell & Reed November 2010 - March 2011
Skills
Microsoft Excel, Time Management, Leadership, Structural Analysis, Microsoft Office, PowerPoint, Engineering, Microsoft Word, Data Analysis, Analysis, AutoCAD, Calculus, MathCAD, Management, Social Media, Public Speaking, Research, JavaScript, SAP2000
Education
University of New Hampshire 2012 — 2014
Master’s Degree, Structural Engineering, Magna Cum Laude, 3.66 GPA
University of New Hampshire - Whittemore School of Business and Economics 2008 — 2012
Bachelor's degree, Business Administration - Finance, 3.52 GPA
Kyle Culloton's Waddell & Reed Experience March 2012 - June 2012
Job Associate Account Strategist at Google
Industry Internet
Experience
Google March 2015 - Present
Turner Construction Company August 2013 - March 2015
Turner Construction Company June 2012 - September 2012
Waddell & Reed March 2012 - June 2012
CIGNA Healthcare June 2011 - September 2011
Skills
Management, Leadership, Team Building, Microsoft Office, Marketing, Sales, Analysis, Finance, Microsoft Excel, Market Research, Budgets, Strategic Planning, Business Analysis, Strategic Communications, Punctual, Advertising, Public Speaking
Education
University of Oregon 2009 — 2013
Bachelor's Degree, Business Administration - Finance
Google March 2015 - Present
Turner Construction Company August 2013 - March 2015
Turner Construction Company June 2012 - September 2012
Waddell & Reed March 2012 - June 2012
CIGNA Healthcare June 2011 - September 2011
Skills
Management, Leadership, Team Building, Microsoft Office, Marketing, Sales, Analysis, Finance, Microsoft Excel, Market Research, Budgets, Strategic Planning, Business Analysis, Strategic Communications, Punctual, Advertising, Public Speaking
Education
University of Oregon 2009 — 2013
Bachelor's Degree, Business Administration - Finance
Austin Israelsky Austin Israelsky's Waddell & Reed Experience March 2012 - September 2012
Job Accountant at TuttleClick Automotive Group
Industry Financial Services
Experience
Tuttle-Click Automotive Group February 2013 - Present
Waddell & Reed March 2012 - September 2012
Waddell & Reed June 2011 - September 2011
Summit Team, Inc. June 2010 - September 2010
Summit Team, Inc. June 2008 - September 2009
Skills
Investments, Accounting, Real Estate, Negotiation, Finance, Cash Management, Strategic Financial..., Financial Reporting, Microsoft Office, Microsoft Excel, Economics, Financial Accounting
Education
University of Oregon 2009 — 2012
Bachelor of Science (B.S.), Business Administration - Finance, Business Economics
Tuttle-Click Automotive Group February 2013 - Present
Waddell & Reed March 2012 - September 2012
Waddell & Reed June 2011 - September 2011
Summit Team, Inc. June 2010 - September 2010
Summit Team, Inc. June 2008 - September 2009
Skills
Investments, Accounting, Real Estate, Negotiation, Finance, Cash Management, Strategic Financial..., Financial Reporting, Microsoft Office, Microsoft Excel, Economics, Financial Accounting
Education
University of Oregon 2009 — 2012
Bachelor of Science (B.S.), Business Administration - Finance, Business Economics
Dan Monaghan's Waddell & Reed Experience January 1987 - January 2011
Job Financial Advisor at Symphonic Financial Advisors
Industry Financial Services
Experience
Symphonic Financial Advisors January 2006 - Present
Waddell & Reed January 1987 - January 2011
Skills
Microsoft Office, Wealth Management
Education
University of Nebraska-Lincoln 1972 — 1976
Bachelor's degree, Agricultural Economics & Agronomy, 3.6 GPA
Sidney Community High School 1968 — 1972
High School Diploma
Symphonic Financial Advisors January 2006 - Present
Waddell & Reed January 1987 - January 2011
Skills
Microsoft Office, Wealth Management
Education
University of Nebraska-Lincoln 1972 — 1976
Bachelor's degree, Agricultural Economics & Agronomy, 3.6 GPA
Sidney Community High School 1968 — 1972
High School Diploma
John Meara John Meara's Waddell & Reed Experience 1992 - 1995
Job Portfolio Manager and CoFounder, Argent
Industry Financial Services
Experience
Argent Capital Management LLC 1998 - Present
Commerce Bancshares, Inc. 1997 - 1998
American Express Financial Advisors 1995 - 1997
Waddell & Reed 1992 - 1995
Skills
Portfolio Management, Equities, Investments, Asset Management, Asset Managment, Investment Management, Equity Research, Valuation
Education
University of Missouri-Columbia 1985 — 1989
Argent Capital Management LLC 1998 - Present
Commerce Bancshares, Inc. 1997 - 1998
American Express Financial Advisors 1995 - 1997
Waddell & Reed 1992 - 1995
Skills
Portfolio Management, Equities, Investments, Asset Management, Asset Managment, Investment Management, Equity Research, Valuation
Education
University of Missouri-Columbia 1985 — 1989
Gianni Scotti Gianni Scotti's Waddell & Reed Experience May 2011 - August 2011
Job Financial Planning Analyst II at Independence Blue Cross
Industry Insurance
Experience
Independence Blue Cross, AmeriHealth Administrators October 2014 - Present
Allstate February 2014 - September 2014
Allstate November 2012 - January 2014
Allstate January 2012 - October 2012
ING May 2011 - August 2011
Waddell & Reed May 2011 - August 2011
Marriott International May 2010 - July 2010
LEAF Financial Corporation May 2009 - August 2009
Skills
Marketing, Finance, Corporate Finance, Financial Analysis, Investments, Interpersonal and..., Problem Solving, Attention to Detail, Teamwork, Leadership, Time Management, Expert in Excel and..., Expert in..., Proficient in Business..., Cross-functional Team...
Education
University of Pittsburgh 2008 — 2011
BSBA, Finance, 3.75/4.00
Independence Blue Cross, AmeriHealth Administrators October 2014 - Present
Allstate February 2014 - September 2014
Allstate November 2012 - January 2014
Allstate January 2012 - October 2012
ING May 2011 - August 2011
Waddell & Reed May 2011 - August 2011
Marriott International May 2010 - July 2010
LEAF Financial Corporation May 2009 - August 2009
Skills
Marketing, Finance, Corporate Finance, Financial Analysis, Investments, Interpersonal and..., Problem Solving, Attention to Detail, Teamwork, Leadership, Time Management, Expert in Excel and..., Expert in..., Proficient in Business..., Cross-functional Team...
Education
University of Pittsburgh 2008 — 2011
BSBA, Finance, 3.75/4.00
Kristi (Ragsdale) Santangelo Kristi (Ragsdale) Santangelo's Waddell & Reed Experience August 2010 - March 2013
Job Commercial Recruiter
Industry Human Resources
Experience
Kelly Services April 2015 - Present
Colonial Life March 2013 - April 2014
Waddell & Reed August 2010 - March 2013
Safe Guard Commercial Services August 2009 - August 2010
Realtime Results June 2008 - July 2009
Skills
Employee Benefits, Health Savings Accounts, Health Insurance, Term Life Insurance, Disability Insurance, Insurance, Sales, Critical Illness, Brokers, Selling, Life Insurance, Payroll, Recruiting, Whole Life, Customer Retention
Education
university of phoenix 2005 — 2007
General Studies
University of Phoenix
Kelly Services April 2015 - Present
Colonial Life March 2013 - April 2014
Waddell & Reed August 2010 - March 2013
Safe Guard Commercial Services August 2009 - August 2010
Realtime Results June 2008 - July 2009
Skills
Employee Benefits, Health Savings Accounts, Health Insurance, Term Life Insurance, Disability Insurance, Insurance, Sales, Critical Illness, Brokers, Selling, Life Insurance, Payroll, Recruiting, Whole Life, Customer Retention
Education
university of phoenix 2005 — 2007
General Studies
University of Phoenix
Jakob Fries's Waddell & Reed Experience June 2015 - Present
Job Associate at Rebel Venture Fund
Industry Financial Services
Experience
Rebel Venture Fund September 2015 - Present
Waddell & Reed June 2015 - Present
Financial Management Association of UNLV May 2015 - Present
United States Air Force July 2006 - October 2012
Skills
Risk Management, Strategic Financial..., Retirement Planning, Retirement, Asset Protection, Financial Advisory, Finance, Fixed Annuities, Life Insurance, Strategic Planning, Customer Service, Financial Planning, Microsoft Office, Operational Planning, Investments, Financial Analysis, Team Building, Microsoft Excel, Public Speaking, Leadership, PowerPoint, Marketing
Education
University of Nevada-Las Vegas 2012 — 2015
Bachelor’s Degree, Finance, GPA 3.0
Rebel Venture Fund September 2015 - Present
Waddell & Reed June 2015 - Present
Financial Management Association of UNLV May 2015 - Present
United States Air Force July 2006 - October 2012
Skills
Risk Management, Strategic Financial..., Retirement Planning, Retirement, Asset Protection, Financial Advisory, Finance, Fixed Annuities, Life Insurance, Strategic Planning, Customer Service, Financial Planning, Microsoft Office, Operational Planning, Investments, Financial Analysis, Team Building, Microsoft Excel, Public Speaking, Leadership, PowerPoint, Marketing
Education
University of Nevada-Las Vegas 2012 — 2015
Bachelor’s Degree, Finance, GPA 3.0
Juanita Smith Juanita Smith's Waddell & Reed Experience April 2011 - May 2015
Job Compliance Specialist at Kansas City Life Insurance Company
Industry Insurance
Experience
Kansas City Life Insurance Company June 2015 - Present
Waddell & Reed April 2011 - May 2015
Adecco Group April 2009 - April 2011
American Century Investments February 1986 - November 2008
Skills
Mutual Funds, Series 6, Call Centers, Customer Service, Telephone Skills, Research, Data Entry, 10 Key, Microsoft Excel, Microsoft Word, Time Management, Customer Satisfaction, Teamwork, Accounts Receivable, Outlook, TA2000, IBM 3270, AWD, Event Planning, Fundraising, Financial Services
Education
University of Missouri-Kansas City 1983 — 1987
Bachelor of Arts (BA), Communication and Media Studies
Kansas City Life Insurance Company June 2015 - Present
Waddell & Reed April 2011 - May 2015
Adecco Group April 2009 - April 2011
American Century Investments February 1986 - November 2008
Skills
Mutual Funds, Series 6, Call Centers, Customer Service, Telephone Skills, Research, Data Entry, 10 Key, Microsoft Excel, Microsoft Word, Time Management, Customer Satisfaction, Teamwork, Accounts Receivable, Outlook, TA2000, IBM 3270, AWD, Event Planning, Fundraising, Financial Services
Education
University of Missouri-Kansas City 1983 — 1987
Bachelor of Arts (BA), Communication and Media Studies
Hayley Hogan's Waddell & Reed Experience September 2009 - December 2009
Job Marketing Manager & Event Specialist
Industry Marketing and Advertising
Experience
AMS Entertainment 2015 - Present
Forester Media Inc. August 2014 - Present
AGIA October 2012 - August 2014
Elite Rugby Camp USA January 2012 - July 2012
ASK about Travel January 2010 - May 2010
Waddell & Reed September 2009 - December 2009
Skills
Marketing, Event Management, Facebook, Social Media, Fundraising, Microsoft Excel, Online Advertising, Social Media Marketing, Proofreading, Budgets, Time Management, Microsoft Office, Event Planning, Customer Service, Microsoft Word, Microsoft Publisher, Advertising, Social Networking, Project Management, Email Marketing, Online Marketing, Marketing Strategy, Direct Marketing, PowerPoint, Management, Leadership, Direct Mail, Marketing Communications, Outlook, Awesomeness
Education
University of San Diego 2008 — 2012
Bachelor of Business Administration, Marketing
Los Gatos High School 2004 — 2008
AMS Entertainment 2015 - Present
Forester Media Inc. August 2014 - Present
AGIA October 2012 - August 2014
Elite Rugby Camp USA January 2012 - July 2012
ASK about Travel January 2010 - May 2010
Waddell & Reed September 2009 - December 2009
Skills
Marketing, Event Management, Facebook, Social Media, Fundraising, Microsoft Excel, Online Advertising, Social Media Marketing, Proofreading, Budgets, Time Management, Microsoft Office, Event Planning, Customer Service, Microsoft Word, Microsoft Publisher, Advertising, Social Networking, Project Management, Email Marketing, Online Marketing, Marketing Strategy, Direct Marketing, PowerPoint, Management, Leadership, Direct Mail, Marketing Communications, Outlook, Awesomeness
Education
University of San Diego 2008 — 2012
Bachelor of Business Administration, Marketing
Los Gatos High School 2004 — 2008
Nicolas Inouye Nicolas Inouye's Waddell & Reed Experience June 2014 - September 2014
Job Credit Risk Analyst KeyBank
Industry Banking
Experience
KeyBank July 2015 - Present
Waddell & Reed June 2014 - September 2014
Academy Baseball July 2013 - July 2013
Ogawa Farms August 2010 - August 2012
MOSA May 2007 - July 2011
Skills
Economics, Stata, Financial Analysis, Credit Analysis &..., Microsoft Office, Teamwork, Coaching, Microsoft Word, Public Speaking, Time Management, Leadership, PowerPoint, Research
Education
University of Oregon 2011 — 2015
Bachelor of Science (BS) in Business Administration and in Economics, Concentration in Finance and Money and Banking
Wilsonville High School
KeyBank July 2015 - Present
Waddell & Reed June 2014 - September 2014
Academy Baseball July 2013 - July 2013
Ogawa Farms August 2010 - August 2012
MOSA May 2007 - July 2011
Skills
Economics, Stata, Financial Analysis, Credit Analysis &..., Microsoft Office, Teamwork, Coaching, Microsoft Word, Public Speaking, Time Management, Leadership, PowerPoint, Research
Education
University of Oregon 2011 — 2015
Bachelor of Science (BS) in Business Administration and in Economics, Concentration in Finance and Money and Banking
Wilsonville High School
Nick Rodieck Nick Rodieck's Waddell & Reed Experience November 2009 - March 2010
Job SaaS Sales Manager
Industry Computer Software
Experience
Certify, Inc. August 2015 - Present
LIA April 2015 - August 2015
LIA March 2013 - March 2015
New Horizons Computer Learning Centers of Southern California May 2011 - March 2013
Profits 4 Purpose April 2010 - June 2011
Waddell & Reed November 2009 - March 2010
Skills
Email Marketing, Solution Selling, Cold Calling, Marketing Strategy, Customer Service, Salesforce.com, Microsoft Office, PowerPoint, Six Sigma, Microsoft CRM, Outlook, Customer Loyalty, Operational Efficiency, CRM software, Lean Sigma
Education
University of San Diego 2007 — 2011
Bachelor's Degree, Business Administration
Lutheran High School of Orange County 2003 — 2007
Certify, Inc. August 2015 - Present
LIA April 2015 - August 2015
LIA March 2013 - March 2015
New Horizons Computer Learning Centers of Southern California May 2011 - March 2013
Profits 4 Purpose April 2010 - June 2011
Waddell & Reed November 2009 - March 2010
Skills
Email Marketing, Solution Selling, Cold Calling, Marketing Strategy, Customer Service, Salesforce.com, Microsoft Office, PowerPoint, Six Sigma, Microsoft CRM, Outlook, Customer Loyalty, Operational Efficiency, CRM software, Lean Sigma
Education
University of San Diego 2007 — 2011
Bachelor's Degree, Business Administration
Lutheran High School of Orange County 2003 — 2007
Brittany Muller's Waddell & Reed Experience March 2012 - May 2014
Job Financial Analyst at Yahoo!
Industry Internet
Experience
Yahoo August 2015 - Present
Wells Fargo Advisors August 2014 - August 2015
Waddell & Reed March 2012 - May 2014
Skills
Investment Research, Client Relations, College Funding..., Retirement Planning, Wealth Management, Mutual Funds, Investments, Financial Services, Insurance, Microsoft Office, Public Speaking, Customer Service, Financial Analysis
Education
University of Nebraska-Lincoln 2010 — 2014
Bachelor's Degree, Double major in Finance and Economics, Minor in Communication Studies
Yahoo August 2015 - Present
Wells Fargo Advisors August 2014 - August 2015
Waddell & Reed March 2012 - May 2014
Skills
Investment Research, Client Relations, College Funding..., Retirement Planning, Wealth Management, Mutual Funds, Investments, Financial Services, Insurance, Microsoft Office, Public Speaking, Customer Service, Financial Analysis
Education
University of Nebraska-Lincoln 2010 — 2014
Bachelor's Degree, Double major in Finance and Economics, Minor in Communication Studies
Nick McElhaney's Waddell & Reed Experience May 2014 - August 2014
Job University of Missouri Student
Industry Financial Services
Experience
Columbia Country Club October 2014 - Present
Cates Auction & Realty Co., Inc. June 2011 - November 2014
Waddell & Reed May 2014 - August 2014
Chili's Grill & Bar 2008 - 2011
Skills
Customer Experience, Positive Energy, Food Safety, Money Handling, Core Strength, Microsoft Office, Time Management
Education
University of Missouri-Columbia 2011 — 2013
International Business - Finance/Spanish, International Business - Finance/Spanish, 3.1
Columbia Country Club October 2014 - Present
Cates Auction & Realty Co., Inc. June 2011 - November 2014
Waddell & Reed May 2014 - August 2014
Chili's Grill & Bar 2008 - 2011
Skills
Customer Experience, Positive Energy, Food Safety, Money Handling, Core Strength, Microsoft Office, Time Management
Education
University of Missouri-Columbia 2011 — 2013
International Business - Finance/Spanish, International Business - Finance/Spanish, 3.1
Jeffrey Janus's Waddell & Reed Experience August 1988 - July 1995
Job Senior Vice President, Investments at Raymond James
Industry Financial Services
Experience
Raymond James Financial, Inc. July 2012 - Present
Morgan Stanley Smith Barney July 1995 - July 2012
Waddell & Reed August 1988 - July 1995
Skills
Wealth Management, Investment Strategies, Portfolio Management, Estate Planning, Qualified Retirement..., Retirement Planning, Trust Funds, Special Situations, Investments, Securities, Strategic Financial..., Financial Advisory, Alternative Investments, Asset Allocation, Mutual Funds, Retirement, Hedge Funds, divorce situations
Education
University of Notre Dame 1981 — 1985
Bachelor of Arts (BA), Philosophy
Seabreeze High School 1979 — 1981
Daytona Beach, Florida
Raymond James Financial, Inc. July 2012 - Present
Morgan Stanley Smith Barney July 1995 - July 2012
Waddell & Reed August 1988 - July 1995
Skills
Wealth Management, Investment Strategies, Portfolio Management, Estate Planning, Qualified Retirement..., Retirement Planning, Trust Funds, Special Situations, Investments, Securities, Strategic Financial..., Financial Advisory, Alternative Investments, Asset Allocation, Mutual Funds, Retirement, Hedge Funds, divorce situations
Education
University of Notre Dame 1981 — 1985
Bachelor of Arts (BA), Philosophy
Seabreeze High School 1979 — 1981
Daytona Beach, Florida
Mike McLaughlin SPC, CSP, CSM, CSPO, CSD, PMI-ACP, PMP Mike McLaughlin SPC, CSP, CSM, CSPO, CSD, PMI-ACP, PMP's Waddell & Reed Experience December 2006 - December 2007
Job Consultant at Deloitte
Industry Management Consulting
Experience
Deloitte March 2015 - Present
VersionOne May 2013 - February 2015
United States Postal Service (via Accenture) September 2012 - May 2013
Blue Cross and Blue Shield of Kansas (via Adams Gabbert Consulting) September 2011 - April 2012
Metropolitan Community College-Kansas City January 2008 - December 2011
Sprint January 2008 - August 2011
Waddell & Reed December 2006 - December 2007
Skills
Project Management, PMP, Agile Project Management, Agile Methodologies, Scrum, Program Management, Software Project..., Business Analysis, SDLC, Project Planning, Project Portfolio..., Management, Kanban, Testing, Release Management, Training, Quality Assurance, Web Applications, PMO, Process Improvement, Leadership, Requirements Analysis, Business Intelligence, Change Management, Software Development, Visio, Business Process, Business Process..., Coaching, Requirements Gathering, Team Leadership, Vendor Management, Integration, Cross-functional Team...
Education
University of Missouri-Kansas City 1992 — 1995
M.A., Economics
University of Central Missouri 1986 — 1990
B.S., Business
Deloitte March 2015 - Present
VersionOne May 2013 - February 2015
United States Postal Service (via Accenture) September 2012 - May 2013
Blue Cross and Blue Shield of Kansas (via Adams Gabbert Consulting) September 2011 - April 2012
Metropolitan Community College-Kansas City January 2008 - December 2011
Sprint January 2008 - August 2011
Waddell & Reed December 2006 - December 2007
Skills
Project Management, PMP, Agile Project Management, Agile Methodologies, Scrum, Program Management, Software Project..., Business Analysis, SDLC, Project Planning, Project Portfolio..., Management, Kanban, Testing, Release Management, Training, Quality Assurance, Web Applications, PMO, Process Improvement, Leadership, Requirements Analysis, Business Intelligence, Change Management, Software Development, Visio, Business Process, Business Process..., Coaching, Requirements Gathering, Team Leadership, Vendor Management, Integration, Cross-functional Team...
Education
University of Missouri-Kansas City 1992 — 1995
M.A., Economics
University of Central Missouri 1986 — 1990
B.S., Business
Erica Ronquillo Erica Ronquillo's Waddell & Reed Experience November 2013 - October 2014
Job Assistant Business Manager at Central Sales
Industry Marketing and Advertising
Experience
Central Sales November 2014 - Present
Waddell & Reed November 2013 - October 2014
Atlas Physical Therapy @ Eugene Urgent Care April 2013 - September 2013
Planned Parenthood of Southwestern Oregon June 2012 - February 2013
Brain Development Lab•Updated sensitive confidential information on Excel Spreadsheet •Explained September 2010 - August 2012
Oregon Student Assistance Commision September 2010 - June 2011
Artistic Outlet Media June 2008 - December 2010
Oregon Career Information Systems December 2009 - August 2010
University of Oregon Anthropology Department December 2007 - May 2009
Skills
Nonprofits, Program Development, Public Speaking, Volunteer Management, Health Education, Event Planning, Teaching, Document Processing, Confidentiality, Document Review, Communication Skills, Highly Detailed, Customer Satisfaction, Interpersonal..., Computer Proficiency, Bilingual-English/Spanis..., Spanish
Education
University of Oregon 2007 — 2011
Bachelor of Arts (B.A.), Psychology
Central Sales November 2014 - Present
Waddell & Reed November 2013 - October 2014
Atlas Physical Therapy @ Eugene Urgent Care April 2013 - September 2013
Planned Parenthood of Southwestern Oregon June 2012 - February 2013
Brain Development Lab•Updated sensitive confidential information on Excel Spreadsheet •Explained September 2010 - August 2012
Oregon Student Assistance Commision September 2010 - June 2011
Artistic Outlet Media June 2008 - December 2010
Oregon Career Information Systems December 2009 - August 2010
University of Oregon Anthropology Department December 2007 - May 2009
Skills
Nonprofits, Program Development, Public Speaking, Volunteer Management, Health Education, Event Planning, Teaching, Document Processing, Confidentiality, Document Review, Communication Skills, Highly Detailed, Customer Satisfaction, Interpersonal..., Computer Proficiency, Bilingual-English/Spanis..., Spanish
Education
University of Oregon 2007 — 2011
Bachelor of Arts (B.A.), Psychology
Stephen Albers Stephen Albers's Waddell & Reed Experience May 2012 - August 2012
Job Software Asset Analyst at Illumina
Industry Oil & Energy
Experience
Illumina November 2014 - Present
Solar Turbines July 2013 - October 2014
Preferred Employers Insurance Company June 2013 - July 2013
Pacific Advisors February 2013 - June 2013
Waddell & Reed May 2012 - August 2012
White & Company Insurance May 2011 - August 2011
Skills
Microsoft Office, Public Speaking, Financial Analysis, Entrepreneurship, Portfolio Performance..., SQL Server Management..., PowerPoint, Event Planning, Marketing, Microsoft Word, Customer Service, Direct Sales, Outlook, Social Networking, Time Management, Teamwork, Accounting, Microsoft Excel, Social Media, Data Entry, Leadership
Education
University of San Diego 2009 — 2013
Illumina November 2014 - Present
Solar Turbines July 2013 - October 2014
Preferred Employers Insurance Company June 2013 - July 2013
Pacific Advisors February 2013 - June 2013
Waddell & Reed May 2012 - August 2012
White & Company Insurance May 2011 - August 2011
Skills
Microsoft Office, Public Speaking, Financial Analysis, Entrepreneurship, Portfolio Performance..., SQL Server Management..., PowerPoint, Event Planning, Marketing, Microsoft Word, Customer Service, Direct Sales, Outlook, Social Networking, Time Management, Teamwork, Accounting, Microsoft Excel, Social Media, Data Entry, Leadership
Education
University of San Diego 2009 — 2013
Jordan Hubert Jordan Hubert's Waddell & Reed Experience March 2010 - January 2013
Job Program Administrator at SanminaSCI
Industry Aviation & Aerospace
Experience
Sanmina-SCI January 2015 - Present
SunTrust Bank July 2013 - 2014
SunTrust Bank January 2013 - July 2013
Waddell & Reed March 2010 - January 2013
Skills
Financial Analysis, Program Management, Planning Budgeting &..., Financial Modeling, Strategic Financial..., Credit Analysis, Oracle Applications, DoD, Forecasting, Portfolio Management, DAS, Analysis, Bid Pricing, Finance, Budget Monitoring, Labor Cost Management, Workforce Planning, Government Contracting, Cost Variance Analysis, Quantitative Analytics, Project Management, Budget Proposals, Investments, WBS, PPV, A/R analysis, Agile Project Management, Government Proposals, Workflow Management, Investment Management, Commercial Lending, Relationship Management
Education
University of North Alabama 2005 — 2009
Bachelor of Business Administration (B.B.A.), Finance
Sanmina-SCI January 2015 - Present
SunTrust Bank July 2013 - 2014
SunTrust Bank January 2013 - July 2013
Waddell & Reed March 2010 - January 2013
Skills
Financial Analysis, Program Management, Planning Budgeting &..., Financial Modeling, Strategic Financial..., Credit Analysis, Oracle Applications, DoD, Forecasting, Portfolio Management, DAS, Analysis, Bid Pricing, Finance, Budget Monitoring, Labor Cost Management, Workforce Planning, Government Contracting, Cost Variance Analysis, Quantitative Analytics, Project Management, Budget Proposals, Investments, WBS, PPV, A/R analysis, Agile Project Management, Government Proposals, Workflow Management, Investment Management, Commercial Lending, Relationship Management
Education
University of North Alabama 2005 — 2009
Bachelor of Business Administration (B.B.A.), Finance
Monica Weeks Monica Weeks's Waddell & Reed Experience April 2014 - May 2015
Job U.S. Government
Industry Government Administration
Experience
U.S. Department of Homeland Security May 2015 - Present
Waddell & Reed April 2014 - May 2015
University of Phoenix February 2008 - January 2014
Wells Fargo Home Mortgage January 2004 - February 2008
Enterprise Rent-A-Car January 2002 - January 2004
Skills
Fluent Spanish, Admissions, Enrollment Management, Higher Education, Student Financial Aid, Student Recruiting, Student Development, Adult Education, Distance Learning, E-Learning, Retaining Customers, College Recruiting, Educational Leadership, Critical Thinking, Staff Development, Psychology, Residential Mortgages, Sales Management, Marketing, Client Liaison, Instructor-led Training, Community Outreach, Military Liaison, Licensing, Facilities Management, Inventory Control, Security Management, Purchasing, Accounts Payable, Accounts Receivable, ADP Payroll, Human Resources, Career Counseling, Employee Training, Recruiting, Interviewing Skills, Sales, Referral Networking, Team Building, Managing Database
Education
University of Phoenix 2010 — 2013
Master's degree, Public Administration
University of Phoenix 2008 — 2010
Masters, Business Administration/Human Resources Management
University of Southern California 1995 — 1999
Bachelor of Arts, Psychology
U.S. Department of Homeland Security May 2015 - Present
Waddell & Reed April 2014 - May 2015
University of Phoenix February 2008 - January 2014
Wells Fargo Home Mortgage January 2004 - February 2008
Enterprise Rent-A-Car January 2002 - January 2004
Skills
Fluent Spanish, Admissions, Enrollment Management, Higher Education, Student Financial Aid, Student Recruiting, Student Development, Adult Education, Distance Learning, E-Learning, Retaining Customers, College Recruiting, Educational Leadership, Critical Thinking, Staff Development, Psychology, Residential Mortgages, Sales Management, Marketing, Client Liaison, Instructor-led Training, Community Outreach, Military Liaison, Licensing, Facilities Management, Inventory Control, Security Management, Purchasing, Accounts Payable, Accounts Receivable, ADP Payroll, Human Resources, Career Counseling, Employee Training, Recruiting, Interviewing Skills, Sales, Referral Networking, Team Building, Managing Database
Education
University of Phoenix 2010 — 2013
Master's degree, Public Administration
University of Phoenix 2008 — 2010
Masters, Business Administration/Human Resources Management
University of Southern California 1995 — 1999
Bachelor of Arts, Psychology
Heather Tilton Benoit Heather Tilton Benoit's Waddell & Reed Experience March 2004 - June 2004
Job Administrative Assistant
Industry Executive Office
Experience
Franco Furniture July 2007 - November 2009
Waddell & Reed March 2004 - June 2004
TeleSearch Staffing Solutions October 2003 - March 2004
Lockheed Martin Electronics & Missiles October 1997 - November 1998
NITE Hawk December 1996 - October 1997
Kelly Services August 1996 - December 1996
CALC/Canterbury Corporation May 1995 - April 1996
Skills
Customer Service, Research, Microsoft Word, Microsoft Excel, Public Speaking, PowerPoint, Organization
Education
Manchester Memorial High School
University of New Hampshire-Manchester
Franco Furniture July 2007 - November 2009
Waddell & Reed March 2004 - June 2004
TeleSearch Staffing Solutions October 2003 - March 2004
Lockheed Martin Electronics & Missiles October 1997 - November 1998
NITE Hawk December 1996 - October 1997
Kelly Services August 1996 - December 1996
CALC/Canterbury Corporation May 1995 - April 1996
Skills
Customer Service, Research, Microsoft Word, Microsoft Excel, Public Speaking, PowerPoint, Organization
Education
Manchester Memorial High School
University of New Hampshire-Manchester
Leea Clark's Waddell & Reed Experience July 2014 - Present
Job Administrative Assistant at Waddell & Reed
Industry Financial Services
Experience
Waddell & Reed July 2014 - Present
USDA February 2013 - April 2014
USDA February 2011 - February 2013
Walsworth Publishing June 2009 - November 2010
Two for the Road January 2008 - August 2009
H&R Block September 2001 - February 2008
Skills
Outlook, Project Management, Microsoft Office, Data Analysis, Customer Service, Management, Visio, Marketing, Human Resources, Integration, Process Improvement, Administrative..., Government, System Administration, Program Management, Policy, Leadership, Access, Research, Analysis, Training, Customer Satisfaction
Education
University of Phoenix 2005 — 2008
BA - (not completed), Business (Project Management), 3.4
Waddell & Reed July 2014 - Present
USDA February 2013 - April 2014
USDA February 2011 - February 2013
Walsworth Publishing June 2009 - November 2010
Two for the Road January 2008 - August 2009
H&R Block September 2001 - February 2008
Skills
Outlook, Project Management, Microsoft Office, Data Analysis, Customer Service, Management, Visio, Marketing, Human Resources, Integration, Process Improvement, Administrative..., Government, System Administration, Program Management, Policy, Leadership, Access, Research, Analysis, Training, Customer Satisfaction
Education
University of Phoenix 2005 — 2008
BA - (not completed), Business (Project Management), 3.4
Chris Mathis Chris Mathis's Waddell & Reed Experience August 2011 - January 2013
Job Portfolio Management Officer at Bank of America Merrill Lynch
Industry Banking
Experience
Bank of America Merrill Lynch June 2014 - Present
Bank of America Merrill Lynch April 2013 - June 2014
Waddell & Reed August 2011 - January 2013
Skills
Sales, Cold Calling, Life Insurance, Customer Service, Marketing, Microsoft Excel, Social Networking, Financial Accounting, Financial Statement..., Financial Analysis
Education
University of South Carolina - The Moore School of Business 2008 — 2012
Bachelor's Degree, Finance, Risk Management & Insurance, Economics
Bank of America Merrill Lynch June 2014 - Present
Bank of America Merrill Lynch April 2013 - June 2014
Waddell & Reed August 2011 - January 2013
Skills
Sales, Cold Calling, Life Insurance, Customer Service, Marketing, Microsoft Excel, Social Networking, Financial Accounting, Financial Statement..., Financial Analysis
Education
University of South Carolina - The Moore School of Business 2008 — 2012
Bachelor's Degree, Finance, Risk Management & Insurance, Economics
Andrew Durgin's Waddell & Reed Experience December 2009 - July 2010
Job SMB People & Operations at Google
Industry Internet
Experience
Google August 2012 - Present
Insight Global June 2010 - August 2012
Waddell & Reed December 2009 - July 2010
Skills
Management, Cold Calling, Sales Process, Market Analysis, Pipeline Growth, Deal Closure, Account Relationship, Revenue Analysis, Sourcing, SDLC, Interviews, Screening, Talent Acquisition, Conflict Resolution, Closing Business, Applicant Tracking..., Resume Writing, Marketing Strategy, Microsoft Exchange, Public Speaking, Microsoft Excel, Financial Analysis, PowerPoint, Outlook, Vlookup, Cloud Computing, Thompson One, Revenue Recognition, Sales, Building Relationships, Start-ups, Business Strategy, Analysis, PeopleSoft, Recruiting, Customer Satisfaction, CRM, Consulting, Budgets, Strategic Planning, Negotiation, Salesforce.com, Account Management, Time Management, Leadership, Lead Generation, Social Networking, Business Development, College Recruiting
Education
University of San Diego 2006 — 2010
Finance, Business Administration
Acalanes High School 2002 — 2006
Google August 2012 - Present
Insight Global June 2010 - August 2012
Waddell & Reed December 2009 - July 2010
Skills
Management, Cold Calling, Sales Process, Market Analysis, Pipeline Growth, Deal Closure, Account Relationship, Revenue Analysis, Sourcing, SDLC, Interviews, Screening, Talent Acquisition, Conflict Resolution, Closing Business, Applicant Tracking..., Resume Writing, Marketing Strategy, Microsoft Exchange, Public Speaking, Microsoft Excel, Financial Analysis, PowerPoint, Outlook, Vlookup, Cloud Computing, Thompson One, Revenue Recognition, Sales, Building Relationships, Start-ups, Business Strategy, Analysis, PeopleSoft, Recruiting, Customer Satisfaction, CRM, Consulting, Budgets, Strategic Planning, Negotiation, Salesforce.com, Account Management, Time Management, Leadership, Lead Generation, Social Networking, Business Development, College Recruiting
Education
University of San Diego 2006 — 2010
Finance, Business Administration
Acalanes High School 2002 — 2006
Taylor Bartlett, CPCU, AIC Taylor Bartlett, CPCU, AIC's Waddell & Reed Experience 2005 - August 2009
Job Personal Lines Underwriter at Shelter Insurance
Industry Insurance
Experience
Shelter Insurance Companies September 2013 - Present
Shelter Insurance Companies January 2012 - September 2013
Shelter Insurance Companies June 2009 - January 2012
Waddell & Reed 2005 - August 2009
Country Club of Missouri March 1997 - December 2005
Skills
Investments, Life Insurance, Budgets, Retirement Planning, Training, Team Building, Leadership, Mutual Funds, Insurance, Finance, Property, Underwriting, Liability, Umbrella Insurance, Homeowners, Term Life Insurance, Coaching, 401k, Employee Benefits, Sales, Time Management
Education
University of Missouri-Columbia 1994 — 1998
Bachelor of Science (B.S.), Consumer and Family Economics, Emphasis in Financial Planning
Universidad Autonoma de Guadalajara
Shelter Insurance Companies September 2013 - Present
Shelter Insurance Companies January 2012 - September 2013
Shelter Insurance Companies June 2009 - January 2012
Waddell & Reed 2005 - August 2009
Country Club of Missouri March 1997 - December 2005
Skills
Investments, Life Insurance, Budgets, Retirement Planning, Training, Team Building, Leadership, Mutual Funds, Insurance, Finance, Property, Underwriting, Liability, Umbrella Insurance, Homeowners, Term Life Insurance, Coaching, 401k, Employee Benefits, Sales, Time Management
Education
University of Missouri-Columbia 1994 — 1998
Bachelor of Science (B.S.), Consumer and Family Economics, Emphasis in Financial Planning
Universidad Autonoma de Guadalajara
Shashank Daté Shashank Daté's Waddell & Reed Experience October 2014 - Present
Job Systems Architect at Waddell & Reed
Industry Computer Software
Experience
Waddell & Reed October 2014 - Present
BetterLabs January 2007 - Present
Reevik, Inc. May 2006 - Present
VML July 2012 - September 2014
Google September 2011 - May 2012
Zave Networks, Inc. April 2009 - September 2011
CBlackburn Consulting, Inc November 2008 - April 2009
Midwest Consulting Group February 2002 - May 2006
Sprint February 2002 - May 2006
Yellow Technologies 1995 - 2002
Skills
Agile Methodologies, Software Development, Ruby, Ruby on Rails, Microsoft SQL Server, OOP, Database Design, Open Source, Web Services, REST, XML, JavaScript, Java, Git, jQuery
Education
University of Pune 1984 — 1987
MCA, Computer Science
St.Vincent's High School 1978 — 1980
HSC
Waddell & Reed October 2014 - Present
BetterLabs January 2007 - Present
Reevik, Inc. May 2006 - Present
VML July 2012 - September 2014
Google September 2011 - May 2012
Zave Networks, Inc. April 2009 - September 2011
CBlackburn Consulting, Inc November 2008 - April 2009
Midwest Consulting Group February 2002 - May 2006
Sprint February 2002 - May 2006
Yellow Technologies 1995 - 2002
Skills
Agile Methodologies, Software Development, Ruby, Ruby on Rails, Microsoft SQL Server, OOP, Database Design, Open Source, Web Services, REST, XML, JavaScript, Java, Git, jQuery
Education
University of Pune 1984 — 1987
MCA, Computer Science
St.Vincent's High School 1978 — 1980
HSC
Christine Tolson Christine Tolson's Waddell & Reed Experience October 2009 - January 2010
Job Accountant, AR and Revenue, PBM Specialty Accounting at CVS Health
Industry Accounting
Experience
CVS Health April 2015 - Present
CVS Health January 2014 - April 2015
Bradford Soap Works January 2012 - January 2014
State Street Bank December 2010 - May 2012
Global Spectrum September 2007 - December 2010
Waddell & Reed October 2009 - January 2010
Acosta Sales & Marketing June 2007 - August 2008
Skills
Software Documentation, Payroll, Accounts Receivable, Financial Analysis, Account Reconciliation, Invoicing, Accounting, Outlook, Bank Reconciliation, Financial Reporting, Fixed Assets, Analysis, Forecasting, Microsoft Excel, Spreadsheets, Leadership, GAAP, Time Management
Education
University of Rhode Island
Master of Business Administration (MBA)
University of Rhode Island - College of Business Administration 2007 — 2010
Finance
Franklin High School
CVS Health April 2015 - Present
CVS Health January 2014 - April 2015
Bradford Soap Works January 2012 - January 2014
State Street Bank December 2010 - May 2012
Global Spectrum September 2007 - December 2010
Waddell & Reed October 2009 - January 2010
Acosta Sales & Marketing June 2007 - August 2008
Skills
Software Documentation, Payroll, Accounts Receivable, Financial Analysis, Account Reconciliation, Invoicing, Accounting, Outlook, Bank Reconciliation, Financial Reporting, Fixed Assets, Analysis, Forecasting, Microsoft Excel, Spreadsheets, Leadership, GAAP, Time Management
Education
University of Rhode Island
Master of Business Administration (MBA)
University of Rhode Island - College of Business Administration 2007 — 2010
Finance
Franklin High School
Nicolas Kelly-Schwartz Nicolas Kelly-Schwartz's Waddell & Reed Experience June 2009 - August 2011
Job Regional Account Executive at Vendini
Industry Information Technology and Services
Experience
Vendini June 2015 - Present
Evanta September 2013 - December 2014
Hublife June 2011 - 2014
Wells Fargo Advisors, LLC August 2011 - September 2013
Waddell & Reed June 2009 - August 2011
Skills
Investments, Financial Services, Strategy, Portfolio Management, Management, Retirement Planning, Event Planning, Event Management, Asset Allocation, Project Management, Mutual Funds, Finance, Wealth Management, Series 7, Leadership, Insurance, Investment Strategies, IRAs, Estate Planning, Retirement, Financial Planners, Financial Advisory, Financial Analysis, Unit Investment Trusts, Investment Management, 401k, Investment Properties, Alternative Investments, Long Term Care Insurance, Life Insurance, Annuity Sales, ETFs, Stock Management, College Education..., 401k Rollovers, Succession Planning, Bonds, Community Outreach, Investment Advisory, Financial Planning, Communication, Information Technology
Education
University of Oregon 2005 — 2008
BA, International Business
LCC 2001 — 2005
Vendini June 2015 - Present
Evanta September 2013 - December 2014
Hublife June 2011 - 2014
Wells Fargo Advisors, LLC August 2011 - September 2013
Waddell & Reed June 2009 - August 2011
Skills
Investments, Financial Services, Strategy, Portfolio Management, Management, Retirement Planning, Event Planning, Event Management, Asset Allocation, Project Management, Mutual Funds, Finance, Wealth Management, Series 7, Leadership, Insurance, Investment Strategies, IRAs, Estate Planning, Retirement, Financial Planners, Financial Advisory, Financial Analysis, Unit Investment Trusts, Investment Management, 401k, Investment Properties, Alternative Investments, Long Term Care Insurance, Life Insurance, Annuity Sales, ETFs, Stock Management, College Education..., 401k Rollovers, Succession Planning, Bonds, Community Outreach, Investment Advisory, Financial Planning, Communication, Information Technology
Education
University of Oregon 2005 — 2008
BA, International Business
LCC 2001 — 2005
Tressie Nootz Tressie Nootz's Waddell & Reed Experience 2006 - 2008
Job Administrative Assistant at Applied Measurement Professionals
Industry Information Technology and Services
Experience
Black & Veatch Administrative AssistantApplied Measurement ProfessionalsApril 2009 - July 2012
Waddell & Reed 2006 - 2008
Skills
Marketing
Education
University of Nebraska at Kearney 1985 — 1991
Bachelor's Degree, Business, Management, Marketing, and Related Support Services
Black & Veatch Administrative AssistantApplied Measurement ProfessionalsApril 2009 - July 2012
Waddell & Reed 2006 - 2008
Skills
Marketing
Education
University of Nebraska at Kearney 1985 — 1991
Bachelor's Degree, Business, Management, Marketing, and Related Support Services
Grant Stiles, CMFC® Grant Stiles, CMFC®'s Waddell & Reed Experience July 2013 - Present
Job Sr Client Service Representative at Waddell and Reed
Industry Investment Management
Experience
Waddell & Reed July 2013 - Present
Summit Wealth Advisors April 2012 - June 2013
American Century Investments August 2008 - April 2012
Skills
Investment Strategies, Direct Sales, Mutual Funds, Capital Markets, Client Services, Investment Analysis, Asset Allocation, Asset Management, Tactical Asset..., Series 7, Microsoft Office, Banking, Customer Service, Investments, Management, Portfolio Management, Financial Analysis
Education
University of Missouri-Kansas City 2002 — 2007
Bachelor's degree, Liberal Arts and Sciences/Liberal Studies
Waddell & Reed July 2013 - Present
Summit Wealth Advisors April 2012 - June 2013
American Century Investments August 2008 - April 2012
Skills
Investment Strategies, Direct Sales, Mutual Funds, Capital Markets, Client Services, Investment Analysis, Asset Allocation, Asset Management, Tactical Asset..., Series 7, Microsoft Office, Banking, Customer Service, Investments, Management, Portfolio Management, Financial Analysis
Education
University of Missouri-Kansas City 2002 — 2007
Bachelor's degree, Liberal Arts and Sciences/Liberal Studies
Kristin Manning, CFA's Waddell & Reed Experience October 2013 - Present
Job Analyst at Waddell & Reed
Industry Investment Management
Experience
Waddell & Reed October 2013 - Present
ING April 2012 - September 2013
ING Investment Management October 2008 - April 2012
ING Investment Management April 2006 - October 2008
Wells Capital Management January 2004 - April 2006
Skills
Equity Research, Equities, Asset Management, Financial Modeling
Education
University of Nebraska-Lincoln 1998 — 2002
O'Neill
Waddell & Reed October 2013 - Present
ING April 2012 - September 2013
ING Investment Management October 2008 - April 2012
ING Investment Management April 2006 - October 2008
Wells Capital Management January 2004 - April 2006
Skills
Equity Research, Equities, Asset Management, Financial Modeling
Education
University of Nebraska-Lincoln 1998 — 2002
O'Neill
Marc Woodstuff's Waddell & Reed Experience September 2007 - Present
Job Financial Advisor at Waddell & Reed
Industry Financial Services
Experience
Waddell & Reed September 2007 - Present
Edward Jones 2010 - 2010
Education
University of Nevada-Reno 2004 — 2006
Waddell & Reed September 2007 - Present
Edward Jones 2010 - 2010
Education
University of Nevada-Reno 2004 — 2006
Gerald Lamont's Waddell & Reed Experience 1996 - 1997
Job Data Mining Analyst at WalMart
Industry Retail
Experience
Wal-Mart Programmer/AnalystWal-Mart Stores, Inc.2007 - Present
American Century Investments 1997 - 1999
Waddell & Reed 1996 - 1997
Education
University of Missouri-Columbia 1987 — 1991
Wal-Mart Programmer/AnalystWal-Mart Stores, Inc.2007 - Present
American Century Investments 1997 - 1999
Waddell & Reed 1996 - 1997
Education
University of Missouri-Columbia 1987 — 1991
Mike Wickman's Waddell & Reed Experience January 2014 - Present
Job CommVault Admin. & Sr. Systems Programmer
Industry Financial Services
Experience
Waddell & Reed January 2014 - Present
Waddell & Reed Financial Services February 1999 - January 2014
Waddell and Reed 1999 - January 2014
Marley Cooling Tower Co. 1994 - 1999
AT&T 1978 - 1994
Skills
z/OS, MVS, Operating Systems, IBM Mainframe, Storage Management, COBOL, Brocade, Mainframe, DASD Management, REXX, SMP/E, Tape Libraries, Disaster Recovery, Dasd, IBM Utilities, CICS, DB2, CommVault, JCL, TSO
Education
Webster University 2011 — 2014
Master of Business Administration (M.B.A.)
University of Nebraska at Kearney 1974 — 1978
BS, Computer Science
Waddell & Reed January 2014 - Present
Waddell & Reed Financial Services February 1999 - January 2014
Waddell and Reed 1999 - January 2014
Marley Cooling Tower Co. 1994 - 1999
AT&T 1978 - 1994
Skills
z/OS, MVS, Operating Systems, IBM Mainframe, Storage Management, COBOL, Brocade, Mainframe, DASD Management, REXX, SMP/E, Tape Libraries, Disaster Recovery, Dasd, IBM Utilities, CICS, DB2, CommVault, JCL, TSO
Education
Webster University 2011 — 2014
Master of Business Administration (M.B.A.)
University of Nebraska at Kearney 1974 — 1978
BS, Computer Science
Athena Wimmer's Waddell & Reed Experience October 2013 - Present
Job Project Manager at Waddell & Reed
Industry Law Practice
Experience
Waddell & Reed October 2013 - Present
JMA Information Technology December 2012 - Present
J.P. Morgan July 2011 - December 2012
LPS Real Estate Group November 2009 - July 2011
JP Morgan April 2008 - November 2009
Stinson Morrison Hecker September 2006 - April 2008
Skills
Certified Scrum Master..., SharePoint, SQL, Software Documentation, Integration, Business Analysis, Business Process, Managed Services, Management, Project Management, Quality Assurance, Scrum, Solution Delivery, Vendor Management
Education
University of Phoenix 2008 — 2009
BS, Management
Waddell & Reed October 2013 - Present
JMA Information Technology December 2012 - Present
J.P. Morgan July 2011 - December 2012
LPS Real Estate Group November 2009 - July 2011
JP Morgan April 2008 - November 2009
Stinson Morrison Hecker September 2006 - April 2008
Skills
Certified Scrum Master..., SharePoint, SQL, Software Documentation, Integration, Business Analysis, Business Process, Managed Services, Management, Project Management, Quality Assurance, Scrum, Solution Delivery, Vendor Management
Education
University of Phoenix 2008 — 2009
BS, Management
David Heldenbrand, PMP's Waddell & Reed Experience May 2005 - August 2005
Job Manager of Engagement Leaders at Cerner Corporation
Industry Information Technology and Services
Experience
Cerner Corporation February 2013 - Present
Cerner Corporation September 2011 - February 2013
Cerner Corporation September 2008 - August 2011
Cerner Corporation September 2007 - August 2008
Cerner Corporation February 2006 - August 2007
Waddell & Reed May 2005 - August 2005
Skills
Business Analysis, Process Improvement, Healthcare Information..., Software Documentation, EMR, Project Management, Financial Analysis, Consulting, Finance, Analysis, Training, Management, Strategy
Education
University of Missouri-Columbia, College of Business 2002 — 2005
BSBA, Finance and Banking
Cerner Corporation February 2013 - Present
Cerner Corporation September 2011 - February 2013
Cerner Corporation September 2008 - August 2011
Cerner Corporation September 2007 - August 2008
Cerner Corporation February 2006 - August 2007
Waddell & Reed May 2005 - August 2005
Skills
Business Analysis, Process Improvement, Healthcare Information..., Software Documentation, EMR, Project Management, Financial Analysis, Consulting, Finance, Analysis, Training, Management, Strategy
Education
University of Missouri-Columbia, College of Business 2002 — 2005
BSBA, Finance and Banking
Steve Toomey, MBA, CIMA's Waddell & Reed Experience January 2002 - November 2002
Job Principal at BKD Wealth Advisors, LLC
Industry Investment Management
Experience
BKD Wealth Advisors, LLC November 2002 - Present
Waddell & Reed January 2002 - November 2002
George K. Baum & Company May 1994 - December 2001
Great American Insurance March 1992 - May 1994
Ernst & Young June 1991 - March 1992
Ford Motor Company June 1989 - June 1991
Skills
Investments, Wealth Management, Asset Allocation
Education
University of Pennsylvania - The Wharton School 2002 — 2003
CIMA, Investment Management Consulting
University of Nebraska-Lincoln 1987 — 1989
MBA, Finance
University of Nebraska-Lincoln 1982 — 1985
B.S., Business Administration
BKD Wealth Advisors, LLC November 2002 - Present
Waddell & Reed January 2002 - November 2002
George K. Baum & Company May 1994 - December 2001
Great American Insurance March 1992 - May 1994
Ernst & Young June 1991 - March 1992
Ford Motor Company June 1989 - June 1991
Skills
Investments, Wealth Management, Asset Allocation
Education
University of Pennsylvania - The Wharton School 2002 — 2003
CIMA, Investment Management Consulting
University of Nebraska-Lincoln 1987 — 1989
MBA, Finance
University of Nebraska-Lincoln 1982 — 1985
B.S., Business Administration
Elisa Garibay's Waddell & Reed Experience 2009 - 2010
Job Associate Wealth Advisor at Opes Advisors
Industry Financial Services
Experience
Opes Advisors November 2012 - Present
The Rotunda at Neiman Marcus 2012 - 2012
Ooh La La Catering 2010 - 2012
HP Autonomy 2010 - 2010
Waddell & Reed 2009 - 2010
Ameriprise Financial 2008 - 2009
Ameriprise Financial 2006 - 2008
General Nutrition Centers, Inc 2000 - 2006
Education
University of San Francisco 2002 — 2006
B.S., Marketing, Cum Laude
Saint Francis Highschool 1998 — 2002
Opes Advisors November 2012 - Present
The Rotunda at Neiman Marcus 2012 - 2012
Ooh La La Catering 2010 - 2012
HP Autonomy 2010 - 2010
Waddell & Reed 2009 - 2010
Ameriprise Financial 2008 - 2009
Ameriprise Financial 2006 - 2008
General Nutrition Centers, Inc 2000 - 2006
Education
University of San Francisco 2002 — 2006
B.S., Marketing, Cum Laude
Saint Francis Highschool 1998 — 2002
Brian Boccio's Waddell & Reed Experience May 2009 - March 2010
Job Director, Wealth Management at USAA
Industry Financial Services
Experience
USAA October 2014 - Present
JPMorgan Securities, LLC March 2010 - September 2014
Waddell & Reed May 2009 - March 2010
Banc of America Investments October 2007 - February 2009
Banc of America Investments September 2005 - October 2007
Smith Barney December 1997 - August 2005
Education
University of Nevada-Reno
USAA October 2014 - Present
JPMorgan Securities, LLC March 2010 - September 2014
Waddell & Reed May 2009 - March 2010
Banc of America Investments October 2007 - February 2009
Banc of America Investments September 2005 - October 2007
Smith Barney December 1997 - August 2005
Education
University of Nevada-Reno
Tony Leisk's Waddell & Reed Experience January 2002 - October 2005
Job Advisory Consultant at Advisors Asset Management, Inc.
Industry Financial Services
Experience
Advisors Asset Management, Inc. April 2006 - Present
Waddell & Reed January 2002 - October 2005
T Rowe Price February 2000 - November 2001
Skills
Series 7, Investment Strategies, Bonds, Securities, Fixed Income, Alternative Investments, Financial Advisory, Separately Managed..., Finance, Structured Products, Investments, Mutual Funds, Asset Allocation, Asset Management, Series 63
Education
University of Northern Colorado 1996 — 1998
BA, Psychology
Advisors Asset Management, Inc. April 2006 - Present
Waddell & Reed January 2002 - October 2005
T Rowe Price February 2000 - November 2001
Skills
Series 7, Investment Strategies, Bonds, Securities, Fixed Income, Alternative Investments, Financial Advisory, Separately Managed..., Finance, Structured Products, Investments, Mutual Funds, Asset Allocation, Asset Management, Series 63
Education
University of Northern Colorado 1996 — 1998
BA, Psychology
Seth Lee's Waddell & Reed Experience September 2006 - April 2008
Job CIMA ®, V.P. Regional Consultant, Navellier & Associates
Industry Financial Services
Experience
Navellier & Associates November 2011 - Present
Scottrade April 2008 - October 2011
Waddell & Reed September 2006 - April 2008
Education
University of Nevada-Reno
Finance
Navellier & Associates November 2011 - Present
Scottrade April 2008 - October 2011
Waddell & Reed September 2006 - April 2008
Education
University of Nevada-Reno
Finance
Adam Conway's Waddell & Reed Experience February 2000 - October 2003
Job Free My Time Delivery, 9to5 Fruit
Industry Transportation/Trucking/Railroad
Experience
Free My Time October 2003 - Present
Waddell & Reed February 2000 - October 2003
Army National Guard February 1994 - February 2000
Skills
Transportation, Customer Service, Strategic Planning, Logistics, Microsoft Office, Team Building, Project Management, New Business Development, Budgets, Freight, Microsoft Excel, Sales Management, Truckload
Education
University of Nebraska-Lincoln 1994 — 1999
Bachelor's degree, Finance, General
Free My Time October 2003 - Present
Waddell & Reed February 2000 - October 2003
Army National Guard February 1994 - February 2000
Skills
Transportation, Customer Service, Strategic Planning, Logistics, Microsoft Office, Team Building, Project Management, New Business Development, Budgets, Freight, Microsoft Excel, Sales Management, Truckload
Education
University of Nebraska-Lincoln 1994 — 1999
Bachelor's degree, Finance, General
Kent Reid's Waddell & Reed Experience April 2013 - August 2015
Job Sr. Project Manager at Waddell & Reed
Industry Information Technology and Services
Experience
Waddell & Reed April 2013 - August 2015
Absolute Computer Solutions April 2007 - April 2013
Integrated Corporate Solutions, Inc. (ICS) 2001 - 2007
Ferrellgas April 1998 - July 2000
USA Administration Services; a Subsidiary of Transamerica Life July 1991 - April 1998
Skills
Change Management, Integration, Process Improvement, Strategy, Project Management, Leadership, Budgets, Data Center, Security, Management, Team Building, Networking, Servers, Vendor Management, Operations Management, Enterprise Software, Technical Support, Customer Service, Performance Management, CRM, Network Administration, Information Technology, IT Management, P&L Management, Strategy Development, Client Relationship..., Business Change..., Enterprise Architecture, Windows 7, System Administration, Testing, Technical Recruiting, Customer Relations, Network Design, Windows, Policy/Procedure..., Budget Administration, Certified Scrum Master
Education
University of Missouri-Saint Louis 1979 — 1983
General Curriculum, Information Technology and Business
Waddell & Reed April 2013 - August 2015
Absolute Computer Solutions April 2007 - April 2013
Integrated Corporate Solutions, Inc. (ICS) 2001 - 2007
Ferrellgas April 1998 - July 2000
USA Administration Services; a Subsidiary of Transamerica Life July 1991 - April 1998
Skills
Change Management, Integration, Process Improvement, Strategy, Project Management, Leadership, Budgets, Data Center, Security, Management, Team Building, Networking, Servers, Vendor Management, Operations Management, Enterprise Software, Technical Support, Customer Service, Performance Management, CRM, Network Administration, Information Technology, IT Management, P&L Management, Strategy Development, Client Relationship..., Business Change..., Enterprise Architecture, Windows 7, System Administration, Testing, Technical Recruiting, Customer Relations, Network Design, Windows, Policy/Procedure..., Budget Administration, Certified Scrum Master
Education
University of Missouri-Saint Louis 1979 — 1983
General Curriculum, Information Technology and Business
Jeff Riel's Waddell & Reed Experience 1999 - Present
Job Sr. Systems Analyst at Waddell & Reed
Industry Computer Software
Experience
Waddell & Reed 1999 - Present
Western Auto Supply Co 1980 - 1999
Education
University of Nebraska-Lincoln 1967 — 1971
Westside High School 1964 — 1967
Waddell & Reed 1999 - Present
Western Auto Supply Co 1980 - 1999
Education
University of Nebraska-Lincoln 1967 — 1971
Westside High School 1964 — 1967
Nery Zapata's Waddell & Reed Experience March 2005 - November 2009
Job Data Analyst at BNY Mellon
Industry Financial Services
Experience
BNY Mellon January 2010 - Present
Waddell & Reed March 2005 - November 2009
Skills
SAS, VBA, Data Analysis, Access, Statistics, Reporting & Analysis, Quantitative Analysis, Excel, Analysis, SPSS
Education
University of Missouri-Kansas City 2006 — 2007
Master, Mathematics and Statistics
BNY Mellon January 2010 - Present
Waddell & Reed March 2005 - November 2009
Skills
SAS, VBA, Data Analysis, Access, Statistics, Reporting & Analysis, Quantitative Analysis, Excel, Analysis, SPSS
Education
University of Missouri-Kansas City 2006 — 2007
Master, Mathematics and Statistics
Angel Garner's Waddell & Reed Experience July 2004 - May 2011
Job Sr. Project Manager at GreatWest Financial
Industry Financial Services
Experience
Great-West Financial September 2014 - Present
JP Morgan Chase May 2011 - August 2014
Waddell & Reed July 2004 - May 2011
Sprint 1999 - 2004
Education
University of Missouri-Kansas City 1988 — 1993
Bachelor of Music Education, Music Education
Great-West Financial September 2014 - Present
JP Morgan Chase May 2011 - August 2014
Waddell & Reed July 2004 - May 2011
Sprint 1999 - 2004
Education
University of Missouri-Kansas City 1988 — 1993
Bachelor of Music Education, Music Education
Daniel Senft's Waddell & Reed Experience 2003 - 2005
Job Product Manager at Fiserv
Industry Information Technology and Services
Experience
Fiserv July 2011 - Present
Fiserv June 2009 - July 2011
Fiserv March 2006 - June 2009
Waddell & Reed 2003 - 2005
Nebraska DECA 2002 - 2005
University of Nebraska Foundation 2001 - 2005
Skills
Social Media, Business Analysis, Business Intelligence, Microsoft Office, Product Requirements, Microsoft SQL Server, Analytics, Product Marketing, Product Management, CRM, Data Management, Mobile Applications, User Interface Design, Profitability Analysis, Banking, Data Warehousing, Customer Experience, User-centered Design, Financial Services, Technology Integration, Information Architecture, Performance Dashboards, Innovation, Agile & Waterfall...
Education
University of Nebraska-Lincoln 2001 — 2005
BS, Finance
Fiserv July 2011 - Present
Fiserv June 2009 - July 2011
Fiserv March 2006 - June 2009
Waddell & Reed 2003 - 2005
Nebraska DECA 2002 - 2005
University of Nebraska Foundation 2001 - 2005
Skills
Social Media, Business Analysis, Business Intelligence, Microsoft Office, Product Requirements, Microsoft SQL Server, Analytics, Product Marketing, Product Management, CRM, Data Management, Mobile Applications, User Interface Design, Profitability Analysis, Banking, Data Warehousing, Customer Experience, User-centered Design, Financial Services, Technology Integration, Information Architecture, Performance Dashboards, Innovation, Agile & Waterfall...
Education
University of Nebraska-Lincoln 2001 — 2005
BS, Finance
Kent Weathers's Waddell & Reed Experience March 2012 - Present
Job Channel Manager at Waddell & Reed
Industry Financial Services
Experience
Waddell & Reed March 2012 - Present
Prudential Retirement Services December 2007 - March 2012
Argus Health Systems March 2007 - December 2007
JP Morgan Retirement Plan Services 2003 - 2007
J.P. Morgan Retirement Plan Services 2001 - 2003
American Century Investments March 2000 - October 2001
Transamerica Life Insurance Company 1998 - 2000
Transamerica Life Insurance Company 1996 - 1998
Transamerica Life Insurance Company 1996 - 1998
Skills
Six Sigma, Change Management, CRM, Management, Risk Management, Data Analysis, Training, Operations Management, Team Building, Project Planning, Quality Assurance, Budgets, Integration, Strategy, Project Portfolio..., Business Analysis, Process Improvement, SDLC, Vendor Management
Education
University of Missouri-Kansas City
MBA, Finance
University of Missouri-Columbia 1985 — 1988
B.S., Agricutural Economics
Waddell & Reed March 2012 - Present
Prudential Retirement Services December 2007 - March 2012
Argus Health Systems March 2007 - December 2007
JP Morgan Retirement Plan Services 2003 - 2007
J.P. Morgan Retirement Plan Services 2001 - 2003
American Century Investments March 2000 - October 2001
Transamerica Life Insurance Company 1998 - 2000
Transamerica Life Insurance Company 1996 - 1998
Transamerica Life Insurance Company 1996 - 1998
Skills
Six Sigma, Change Management, CRM, Management, Risk Management, Data Analysis, Training, Operations Management, Team Building, Project Planning, Quality Assurance, Budgets, Integration, Strategy, Project Portfolio..., Business Analysis, Process Improvement, SDLC, Vendor Management
Education
University of Missouri-Kansas City
MBA, Finance
University of Missouri-Columbia 1985 — 1988
B.S., Agricutural Economics
Tressie Nootz's Waddell & Reed Experience 2006 - 2008
Job Adminstrative Assistant at Black & Veatch
Industry Architecture & Planning
Experience
Applied Measurement Professionals April 2009 - July 2012
Waddell & Reed Financial Services March 2007 - December 2008
Waddell & Reed 2006 - 2008
Waddell & Reed July 2006 - March 2007
OLATHE PUBLIC SCHOOLS October 2002 - May 2006
Prudential Financial 1999 - 2002
Skills
Customer Service, Marketing Communications, Webinars, Administrative..., Microsoft Office, Microsoft Excel, Web Content, Web Applications, iMIS, PowerPoint, Strategic Financial..., Insurance, Digital Printing, Mutual Funds, Association Management, Office Administration, Microsoft Word, Construction, Healthcare
Education
University of Nebraska at Kearney 1985 — 1991
Bachelor of Science in Business Administration, Business with Marketing
Applied Measurement Professionals April 2009 - July 2012
Waddell & Reed Financial Services March 2007 - December 2008
Waddell & Reed 2006 - 2008
Waddell & Reed July 2006 - March 2007
OLATHE PUBLIC SCHOOLS October 2002 - May 2006
Prudential Financial 1999 - 2002
Skills
Customer Service, Marketing Communications, Webinars, Administrative..., Microsoft Office, Microsoft Excel, Web Content, Web Applications, iMIS, PowerPoint, Strategic Financial..., Insurance, Digital Printing, Mutual Funds, Association Management, Office Administration, Microsoft Word, Construction, Healthcare
Education
University of Nebraska at Kearney 1985 — 1991
Bachelor of Science in Business Administration, Business with Marketing
Kylie Koerner's Waddell & Reed Experience 2009 - 2010
Job Client Project Manager at Bally Technologies
Industry Gambling & Casinos
Experience
Bally Technologies September 2012 - Present
Bally Technologies July 2011 - September 2012
Charter College March 2010 - June 2011
Waddell & Reed 2009 - 2010
Skills
Outlook, Documentation, Customer Service, PowerPoint, Excel, Photoshop, Business Planning, Financial Planning, Internet, Casino, Training & Development, Software Training, Microsoft Excel, Employee Training, Gaming Industry, Project Management, Software Documentation, Team Building, Access, Analysis, Process Improvement, Team Leadership, Visio, Gaming, Hands-on Training, Strategic Financial..., Microsoft Office
Education
University of Nevada-Reno 2004 — 2008
BS, Finance
University of Waikato 2005 — 2005
Bally Technologies September 2012 - Present
Bally Technologies July 2011 - September 2012
Charter College March 2010 - June 2011
Waddell & Reed 2009 - 2010
Skills
Outlook, Documentation, Customer Service, PowerPoint, Excel, Photoshop, Business Planning, Financial Planning, Internet, Casino, Training & Development, Software Training, Microsoft Excel, Employee Training, Gaming Industry, Project Management, Software Documentation, Team Building, Access, Analysis, Process Improvement, Team Leadership, Visio, Gaming, Hands-on Training, Strategic Financial..., Microsoft Office
Education
University of Nevada-Reno 2004 — 2008
BS, Finance
University of Waikato 2005 — 2005
Zach Sacks's Waddell & Reed Experience March 2015 - Present
Job Investment Analyst at Waddell & Reed
Industry Investment Management
Experience
Waddell & Reed March 2015 - Present
Trilogy Global Advisors, LP June 2009 - February 2015
Education
University of Pennsylvania - The Wharton School 2005 — 2009
BS, Economics (Finance & Global Analysis)
Waddell & Reed March 2015 - Present
Trilogy Global Advisors, LP June 2009 - February 2015
Education
University of Pennsylvania - The Wharton School 2005 — 2009
BS, Economics (Finance & Global Analysis)
Poonam Patel's Waddell & Reed Experience November 2009 - June 2010
Job Senior Associate Intern at PwC
Industry Management Consulting
Experience
PwC June 2015 - Present
Alliant Insurance Services April 2014 - April 2015
Alliant Insurance Services June 2010 - March 2014
Waddell & Reed November 2009 - June 2010
Waddell & Reed Financial Services September 2009 - November 2009
The Savi Group January 2005 - January 2007
Skills
Employee Benefits, Management, Negotiation, Time Management, Customer Service, Marketing, Sales, Outlook, Microsoft Excel, Access, Leadership, Windows, Fast Learner, German, Insurance, PowerPoint, Microsoft Word, Healthcare, Health Insurance, Microsoft Office
Education
USC 2013 — 2016
Master of Business Administration (MBA)
University of Southern California - Marshall School of Business 2013 — 2016
University of San Diego 2006 — 2010
Business Administration, Business Administration
Villa Park High School 2002 — 2006
PwC June 2015 - Present
Alliant Insurance Services April 2014 - April 2015
Alliant Insurance Services June 2010 - March 2014
Waddell & Reed November 2009 - June 2010
Waddell & Reed Financial Services September 2009 - November 2009
The Savi Group January 2005 - January 2007
Skills
Employee Benefits, Management, Negotiation, Time Management, Customer Service, Marketing, Sales, Outlook, Microsoft Excel, Access, Leadership, Windows, Fast Learner, German, Insurance, PowerPoint, Microsoft Word, Healthcare, Health Insurance, Microsoft Office
Education
USC 2013 — 2016
Master of Business Administration (MBA)
University of Southern California - Marshall School of Business 2013 — 2016
University of San Diego 2006 — 2010
Business Administration, Business Administration
Villa Park High School 2002 — 2006
Katrina Huang's Waddell & Reed Experience July 2013 - November 2013
Job CEO at Shenzhen Weiyi'an Technology Co.,Ltd
Industry Financial Services
Experience
Shenzhen Weiyi'an Technology Co.,Ltd July 2014 - Present
HongKong Wong’s Construction And Decoration Group International Holdings Limited December 2013 - June 2014
Waddell & Reed July 2013 - November 2013
University of San Francisco May 2013 - July 2013
McLaren Scholars August 2012 - May 2013
International Relations Department at USF January 2010 - January 2013
Shenzhen Pengmao Construction Co., Ltd May 2012 - June 2012
ASUSF Senate of University of San Francisco August 2011 - May 2012
ASUSF Senate Finance Committee of University of San Francisco August 2011 - May 2012
Guangdong Adway Construction Group Holding Co.,Ltd January 2009 - February 2009
Skills
Analytics, Administrative..., Asset Managment, Microsoft Office, Microsoft Excel, Microsoft Word, Mandarin, Cantonese, Research, Marketing Communications, Market Research, Sales Management, Analysis, Financial Analysis, Social Media, Adobe Acrobat, Photoshop, PowerPoint, Portfolio Management, Tracking, CAP, Real Estate, China Business..., Finance, English
Education
University of San Francisco 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance, marketing
Shenzhen Weiyi'an Technology Co.,Ltd July 2014 - Present
HongKong Wong’s Construction And Decoration Group International Holdings Limited December 2013 - June 2014
Waddell & Reed July 2013 - November 2013
University of San Francisco May 2013 - July 2013
McLaren Scholars August 2012 - May 2013
International Relations Department at USF January 2010 - January 2013
Shenzhen Pengmao Construction Co., Ltd May 2012 - June 2012
ASUSF Senate of University of San Francisco August 2011 - May 2012
ASUSF Senate Finance Committee of University of San Francisco August 2011 - May 2012
Guangdong Adway Construction Group Holding Co.,Ltd January 2009 - February 2009
Skills
Analytics, Administrative..., Asset Managment, Microsoft Office, Microsoft Excel, Microsoft Word, Mandarin, Cantonese, Research, Marketing Communications, Market Research, Sales Management, Analysis, Financial Analysis, Social Media, Adobe Acrobat, Photoshop, PowerPoint, Portfolio Management, Tracking, CAP, Real Estate, China Business..., Finance, English
Education
University of San Francisco 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance, marketing
Jasmine McCord's Waddell & Reed Experience June 2014 - May 2015
Job PMO (IT Global Operations)
Industry Computer Software
Experience
Kforce assigned to Hewlett-Packard June 2015 - Present
Waddell & Reed June 2014 - May 2015
Kuretake ZIG Corporation March 2014 - June 2014
Blue Shield of California July 2013 - September 2013
Facebook October 2012 - May 2013
McAfee December 2010 - August 2012
SanDisk October 2009 - December 2010
SAP December 2006 - March 2009
Skills
Executive Support, Office Management, Microsoft Office, Event Planning, Office Administration, Management, Outlook, Time Management, Travel Planning, Calendaring, Travel Arrangements, Human Resources, Social Networking, Marketing, Project Management, Team Building, Project Coordination, Corporate Events, Budgets, Recruiting, Access, Salesforce.com, Heavy Calendaring, System Administration, WebEx, Executive..., Executive Level..., Administration, Team Management, Organization
Education
University of Phoenix
Associate of Arts (A.A.), Business Foundations
Kforce assigned to Hewlett-Packard June 2015 - Present
Waddell & Reed June 2014 - May 2015
Kuretake ZIG Corporation March 2014 - June 2014
Blue Shield of California July 2013 - September 2013
Facebook October 2012 - May 2013
McAfee December 2010 - August 2012
SanDisk October 2009 - December 2010
SAP December 2006 - March 2009
Skills
Executive Support, Office Management, Microsoft Office, Event Planning, Office Administration, Management, Outlook, Time Management, Travel Planning, Calendaring, Travel Arrangements, Human Resources, Social Networking, Marketing, Project Management, Team Building, Project Coordination, Corporate Events, Budgets, Recruiting, Access, Salesforce.com, Heavy Calendaring, System Administration, WebEx, Executive..., Executive Level..., Administration, Team Management, Organization
Education
University of Phoenix
Associate of Arts (A.A.), Business Foundations
Matthew Gelvin's Waddell & Reed Experience October 2010 - January 2013
Job at
Industry Management Consulting
Experience
Nebraska Department of Health and Human Services March 2014 - Present
Heritage Financial Services February 2013 - Present
Waddell & Reed October 2010 - January 2013
Fourth Judicial District Department of Correctional Services February 2002 - September 2010
Education
University of Nebraska at Omaha 1987 — 1992
Bachelor of Science Business Administration, Accounting
Nebraska Department of Health and Human Services March 2014 - Present
Heritage Financial Services February 2013 - Present
Waddell & Reed October 2010 - January 2013
Fourth Judicial District Department of Correctional Services February 2002 - September 2010
Education
University of Nebraska at Omaha 1987 — 1992
Bachelor of Science Business Administration, Accounting
Malinda Shafman's Waddell & Reed Experience May 2003 - June 2004
Job health insurance
Industry Insurance
Experience
MLA Services, Inc. July 2004 - Present
Waddell & Reed May 2003 - June 2004
Principal Financial Group July 1978 - October 2002
Skills
computer systems..., Auditing, Project Management, Health Insurance, Insurance, Finance, Property & Casualty..., Term Life Insurance, Risk Management, Disability Insurance, Small Business, Customer Service, Commercial Insurance, Business Analysis, Strategic Planning, Employee Benefits, Strategic Financial..., Financial Analysis
Education
University of Northern Iowa
Bachelors English Education & Teaching English as Foreign Language, English, Spanish, Social Studies
MLA Services, Inc. July 2004 - Present
Waddell & Reed May 2003 - June 2004
Principal Financial Group July 1978 - October 2002
Skills
computer systems..., Auditing, Project Management, Health Insurance, Insurance, Finance, Property & Casualty..., Term Life Insurance, Risk Management, Disability Insurance, Small Business, Customer Service, Commercial Insurance, Business Analysis, Strategic Planning, Employee Benefits, Strategic Financial..., Financial Analysis
Education
University of Northern Iowa
Bachelors English Education & Teaching English as Foreign Language, English, Spanish, Social Studies
Jeff Hannum's Waddell & Reed Experience December 2012 - January 2014
Job Accounting Professional
Industry Accounting
Experience
Waddell & Reed December 2012 - January 2014
Education
University of Oregon 1974 — 1979
Bachelor of Business Administration (BBA), Accounting, 3.4
Waddell & Reed December 2012 - January 2014
Education
University of Oregon 1974 — 1979
Bachelor of Business Administration (BBA), Accounting, 3.4
Caitlin Higgins's Waddell & Reed Experience April 2014 - Present
Job Broker Dealer Operations at Waddell & Reed
Industry Financial Services
Experience
Waddell & Reed April 2014 - Present
McNearney & Associates, LLC April 2013 - April 2014
Allied Integrated Marketing July 2011 - March 2013
Hen House Market November 2006 - January 2012
Entercom April 2011 - August 2011
Skills
Event Planning, Publicist, Public Speaking, Press Releases, Grassroots Marketing, Promotions
Education
University of Missouri-Kansas City 2010 — 2012
Bachelor of Arts, Communication Studies, Interpersonal and Public Communication and Journalism and Mass Communication
Johnson County Community College 2008 — 2010
Associate of Arts
Waddell & Reed April 2014 - Present
McNearney & Associates, LLC April 2013 - April 2014
Allied Integrated Marketing July 2011 - March 2013
Hen House Market November 2006 - January 2012
Entercom April 2011 - August 2011
Skills
Event Planning, Publicist, Public Speaking, Press Releases, Grassroots Marketing, Promotions
Education
University of Missouri-Kansas City 2010 — 2012
Bachelor of Arts, Communication Studies, Interpersonal and Public Communication and Journalism and Mass Communication
Johnson County Community College 2008 — 2010
Associate of Arts
David Cornes's Waddell & Reed Experience June 2010 - September 2010
Job Trading Assistant at Firebridge Trading
Industry Capital Markets
Experience
Firebridge Trading June 2014 - Present
Prime Trading August 2012 - June 2014
KeeneOnTheMarket.com May 2012 - August 2012
HTG Capital Partners, LLC February 2012 - May 2012
Waddell & Reed June 2010 - September 2010
Education
The University of Montana 2005 — 2010
BA, Economics
Firebridge Trading June 2014 - Present
Prime Trading August 2012 - June 2014
KeeneOnTheMarket.com May 2012 - August 2012
HTG Capital Partners, LLC February 2012 - May 2012
Waddell & Reed June 2010 - September 2010
Education
The University of Montana 2005 — 2010
BA, Economics
Jason Bortz's Waddell & Reed Experience December 2002 - October 2007
Job Senior Project Controller at Ansaldo STS
Industry Transportation/Trucking/Railroad
Experience
Ansaldo STS October 2012 - Present
Bombardier Transportation May 2012 - October 2012
Bombardier Transportation January 2009 - May 2012
National City Bank November 2007 - December 2008
Waddell & Reed December 2002 - October 2007
Skills
Project Control, Transportation, Earned Value Management, Contract Management, Project Planning, Program Management, Financial Analysis, Risk Management, Project Management, Budgets, Management, SAP, Cross-functional Team..., Analysis, Process Improvement, Change Management, Business Process..., Operations Management, Engineering, Finance, Business Planning, Contract Negotiation, Supply Chain Management, Forecasting
Education
University of Pittsburgh 1997 — 2002
Bachelor of Science, Accounting
Ansaldo STS October 2012 - Present
Bombardier Transportation May 2012 - October 2012
Bombardier Transportation January 2009 - May 2012
National City Bank November 2007 - December 2008
Waddell & Reed December 2002 - October 2007
Skills
Project Control, Transportation, Earned Value Management, Contract Management, Project Planning, Program Management, Financial Analysis, Risk Management, Project Management, Budgets, Management, SAP, Cross-functional Team..., Analysis, Process Improvement, Change Management, Business Process..., Operations Management, Engineering, Finance, Business Planning, Contract Negotiation, Supply Chain Management, Forecasting
Education
University of Pittsburgh 1997 — 2002
Bachelor of Science, Accounting
Steve Hagemann's Waddell & Reed Experience August 1999 - Present
Job Systems Analyst at Waddell & Reed
Industry Financial Services
Experience
Waddell & Reed August 1999 - Present
Skills
SDLC, Visio, Microsoft SQL Server, SQL, Business Analysis, SharePoint, Requirements Analysis, Requirements Gathering, Data Warehousing, DB2, COBOL, Disaster Recovery, Databases, SSRS, SSIS, Oracle, Active Directory, Systems Analysis, Business Intelligence, Software Documentation
Education
University of Northern Iowa 1982 — 1985
BA, Computer Information Systems
Waddell & Reed August 1999 - Present
Skills
SDLC, Visio, Microsoft SQL Server, SQL, Business Analysis, SharePoint, Requirements Analysis, Requirements Gathering, Data Warehousing, DB2, COBOL, Disaster Recovery, Databases, SSRS, SSIS, Oracle, Active Directory, Systems Analysis, Business Intelligence, Software Documentation
Education
University of Northern Iowa 1982 — 1985
BA, Computer Information Systems
Stacey Holzwarth's Waddell & Reed Experience May 1994 - November 1994
Job CoordinatorShared Business Services at University of Wyoming
Industry Accounting
Experience
University of Wyoming July 2015 - Present
Laramie County Community College January 2015 - Present
University of Wyoming Art Museum March 2015 - July 2015
Iowa State University Foundation February 2001 - August 2014
City of Ames Parks and Recreation January 2005 - July 2014
Iowa State University March 1999 - February 2001
State Street December 1994 - September 1998
Waddell & Reed May 1994 - November 1994
Skills
Investments, Accounting, Account Management, Custody, Financial Analysis, Financial Reporting, Financial Planning, Budgeting, Forecasting, Public Speaking, Fitness Instruction, Endowments, Private Equity, Non-profit Finance, Financial Services
Education
University of Missouri-Kansas City 1994 — 1996
MBA, Business
University of Missouri-Kansas City 1990 — 1994
BS, Accounting
Grain Valley High School
University of Wyoming July 2015 - Present
Laramie County Community College January 2015 - Present
University of Wyoming Art Museum March 2015 - July 2015
Iowa State University Foundation February 2001 - August 2014
City of Ames Parks and Recreation January 2005 - July 2014
Iowa State University March 1999 - February 2001
State Street December 1994 - September 1998
Waddell & Reed May 1994 - November 1994
Skills
Investments, Accounting, Account Management, Custody, Financial Analysis, Financial Reporting, Financial Planning, Budgeting, Forecasting, Public Speaking, Fitness Instruction, Endowments, Private Equity, Non-profit Finance, Financial Services
Education
University of Missouri-Kansas City 1994 — 1996
MBA, Business
University of Missouri-Kansas City 1990 — 1994
BS, Accounting
Grain Valley High School
Douglas Galantowicz's Waddell & Reed Experience January 2009 - December 2010
Job Relationship Specialist at Scottrade Inc
Industry Financial Services
Experience
Scottrade Inc April 2011 - Present
Waddell & Reed January 2009 - December 2010
Education
University of Missouri-Columbia 2003 — 2007
Bachelor of Science (B.S.), Personal FInancial Planning
Scottrade Inc April 2011 - Present
Waddell & Reed January 2009 - December 2010
Education
University of Missouri-Columbia 2003 — 2007
Bachelor of Science (B.S.), Personal FInancial Planning
Steve Hagemann's Waddell & Reed Experience November 2014 - Present
Job Channel Consultant at Waddell & Reed
Industry Financial Services
Experience
Waddell & Reed November 2014 - Present
Waddell & Reed August 1999 - November 2014
Skills
SDLC, Business Analysis, Visio, Process Improvement, SharePoint, Vendor Management
Education
University of Northern Iowa
Bachelor of Arts (BA), Computer Information Systems
Waddell & Reed November 2014 - Present
Waddell & Reed August 1999 - November 2014
Skills
SDLC, Business Analysis, Visio, Process Improvement, SharePoint, Vendor Management
Education
University of Northern Iowa
Bachelor of Arts (BA), Computer Information Systems
Ryan Schott's Waddell & Reed Experience September 2013 - December 2013
Job Account Representative at Bay Alarm Company
Industry Security and Investigations
Experience
Bay Alarm Company July 2014 - Present
Waddell & Reed September 2013 - December 2013
Citation Homes CentralSa June 2013 - August 2013
Bayside Community Center February 2013 - May 2013
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Public Speaking, Customer Service, Teamwork
Education
University of San Diego School of Business Administration 2010 — 2014
Bachelor of Business Administration (BBA), Finance
Bay Alarm Company July 2014 - Present
Waddell & Reed September 2013 - December 2013
Citation Homes CentralSa June 2013 - August 2013
Bayside Community Center February 2013 - May 2013
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Public Speaking, Customer Service, Teamwork
Education
University of San Diego School of Business Administration 2010 — 2014
Bachelor of Business Administration (BBA), Finance
Jon Atherton's Waddell & Reed Experience April 2006 - July 2007
Job CareGiver at Iowa Medicaid Enterprise
Industry Hospital & Health Care
Experience
Iowa Medicaid Enterprise July 2007 - Present
Waddell & Reed April 2006 - July 2007
Skills
Life & Health Insurance...
Education
University of Northern Iowa
Bachelor of Applied Science (B.A.Sc.), Economics
Iowa Medicaid Enterprise July 2007 - Present
Waddell & Reed April 2006 - July 2007
Skills
Life & Health Insurance...
Education
University of Northern Iowa
Bachelor of Applied Science (B.A.Sc.), Economics
Robert Cella's Waddell & Reed Experience January 2012 - July 2013
Job MBA Candidate, University of Oregon, Warsaw Sports Marketing Center
Industry Financial Services
Experience
Eco Fitness Inc. August 2013 - March 2015
University of Oregon 2015 - 2015
University of Oregon 2015 - 2015
University of Oregon 2015 - 2015
Waddell & Reed January 2012 - July 2013
The Camerican Group, S.A. August 2010 - December 2011
Skills
Customer Service, Microsoft Office, Marketing, Sales Management, Leadership, Microsoft Word, New Business Development, Negotiation, Sales, Management, Finance
Education
University of Oregon - Charles H. Lundquist College of Business 2015 — 2017
Master of Business Administration (M.B.A.), Sports Business
University of California, Irvine
Bachelor’s Degree, Criminology, Law & Society
Eco Fitness Inc. August 2013 - March 2015
University of Oregon 2015 - 2015
University of Oregon 2015 - 2015
University of Oregon 2015 - 2015
Waddell & Reed January 2012 - July 2013
The Camerican Group, S.A. August 2010 - December 2011
Skills
Customer Service, Microsoft Office, Marketing, Sales Management, Leadership, Microsoft Word, New Business Development, Negotiation, Sales, Management, Finance
Education
University of Oregon - Charles H. Lundquist College of Business 2015 — 2017
Master of Business Administration (M.B.A.), Sports Business
University of California, Irvine
Bachelor’s Degree, Criminology, Law & Society
T Rowe Price
The Blackstone Group
Pioneer Investments
Lazard
ING Investment Management
Deutsche Asset Management
Lazard Asset Management
Natixis Global Asset Management