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
Jessica Truong Jessica Truong's Waddell & Reed Experience January 2012 - April 2012
Job Business Career Foundation Program at Boeing
Industry Financial Services
Experience
Boeing June 2014 - Present
Boeing May 2013 - August 2013
University of Southern California August 2011 - May 2012
Waddell & Reed January 2012 - April 2012
University of Southern California December 2010 - August 2011
Skills
Microsoft Office, Market Research, Internet, Team Building, Adobe, Business Strategy, Financial Analysis, Event Management, Communication Skills
Education
University of Southern California 2010 — 2014
Business Administration, Corporate Finance
Boeing June 2014 - Present
Boeing May 2013 - August 2013
University of Southern California August 2011 - May 2012
Waddell & Reed January 2012 - April 2012
University of Southern California December 2010 - August 2011
Skills
Microsoft Office, Market Research, Internet, Team Building, Adobe, Business Strategy, Financial Analysis, Event Management, Communication Skills
Education
University of Southern California 2010 — 2014
Business Administration, Corporate Finance
Aniya Gaynor Aniya Gaynor's Waddell & Reed Experience April 2014 - August 2014
Job Student at the Darla Moore School of Business at the University of South Carolina
Industry Marketing and Advertising
Experience
University of South Carolina Football August 2013 - Present
University of South Carolina August 2011 - Present
University of South Carolina July 2011 - Present
Waddell & Reed April 2014 - August 2014
Kohl's Department Stores June 2013 - August 2013
StyleOwner, Inc. July 2012 - August 2012
Skills
Social Media, Public Speaking, PowerPoint, Microsoft Office, Facebook, Teamwork, Microsoft Excel, Microsoft Word, Editing, Social Media Marketing, Leadership, Marketing, Market Research, Time Management, Sports, Advertising, Marketing Communications, Research
Education
University of South Carolina-Columbia 2011 — 2015
Bachelor of Business Administration (B.B.A.), Business, Management, and Marketing
University of South Carolina Football August 2013 - Present
University of South Carolina August 2011 - Present
University of South Carolina July 2011 - Present
Waddell & Reed April 2014 - August 2014
Kohl's Department Stores June 2013 - August 2013
StyleOwner, Inc. July 2012 - August 2012
Skills
Social Media, Public Speaking, PowerPoint, Microsoft Office, Facebook, Teamwork, Microsoft Excel, Microsoft Word, Editing, Social Media Marketing, Leadership, Marketing, Market Research, Time Management, Sports, Advertising, Marketing Communications, Research
Education
University of South Carolina-Columbia 2011 — 2015
Bachelor of Business Administration (B.B.A.), Business, Management, and Marketing
Lisa Johns Lisa Johns's Waddell & Reed Experience September 2011 - May 2012
Job Business Analyst at NCR Corporation
Industry Information Technology and Services
Experience
NCR Corporation June 2014 - Present
E-Z-GO January 2014 - May 2014
The Walt Disney Company June 2012 - August 2012
Waddell & Reed September 2011 - May 2012
Skills
PowerPoint, Microsoft Excel, Teamwork, Microsoft Word, Time Management, Leadership, Customer Service, Team Leadership, Spanish, Process Improvement, POM-QM for Windows, SimQuick, Microsoft Office, Outlook, Administrative..., Editing, Data Entry, Critical Thinking, Supply Chain Management, Event Planning, Communication, Business Process Mapping, Data Analysis, Events Coordination, Training & Development, Business Analysis
Education
University of South Carolina - The Moore School of Business 2010 — 2014
Bachelor's Degree, Global Supply Chain and Operations Management
NCR Corporation June 2014 - Present
E-Z-GO January 2014 - May 2014
The Walt Disney Company June 2012 - August 2012
Waddell & Reed September 2011 - May 2012
Skills
PowerPoint, Microsoft Excel, Teamwork, Microsoft Word, Time Management, Leadership, Customer Service, Team Leadership, Spanish, Process Improvement, POM-QM for Windows, SimQuick, Microsoft Office, Outlook, Administrative..., Editing, Data Entry, Critical Thinking, Supply Chain Management, Event Planning, Communication, Business Process Mapping, Data Analysis, Events Coordination, Training & Development, Business Analysis
Education
University of South Carolina - The Moore School of Business 2010 — 2014
Bachelor's Degree, Global Supply Chain and Operations Management
James Burkhart James Burkhart's Waddell & Reed Experience August 2012 - November 2013
Job Executive Director, Market Director at JP Morgan Securities LLC
Industry Financial Services
Experience
JPMorgan Securities, LLC July 2014 - Present
Waddell & Reed August 2012 - November 2013
Independent Financial Advisory Services August 2009 - August 2012
UBS Financial Svcs May 2007 - January 2009
Wachovia Securities February 1999 - May 2007
Merrill Lynch February 1986 - February 1999
Education
University of South Florida 1975 — 1980
Bachelor's Degree, Secondary Education / Am History
JPMorgan Securities, LLC July 2014 - Present
Waddell & Reed August 2012 - November 2013
Independent Financial Advisory Services August 2009 - August 2012
UBS Financial Svcs May 2007 - January 2009
Wachovia Securities February 1999 - May 2007
Merrill Lynch February 1986 - February 1999
Education
University of South Florida 1975 — 1980
Bachelor's Degree, Secondary Education / Am History
Amy Collier, CFP® Amy Collier, CFP®'s Waddell & Reed Experience April 2005 - April 2008
Job Financial Advisor at Elliott Davis Investment Advisors, LLC
Industry Financial Services
Experience
Elliott Davis Investment Advisors, LLC April 2008 - Present
Waddell & Reed April 2005 - April 2008
Wachovia, A Wells Fargo Company April 1998 - April 2005
Education
University of South Carolina-Columbia 1995 — 1999
B.S., Finance
Elliott Davis Investment Advisors, LLC April 2008 - Present
Waddell & Reed April 2005 - April 2008
Wachovia, A Wells Fargo Company April 1998 - April 2005
Education
University of South Carolina-Columbia 1995 — 1999
B.S., Finance
Cadence Groves Cadence Groves's Waddell & Reed Experience October 2014 - March 2015
Job Guest Coordinator at Vera Wang
Industry Apparel & Fashion
Experience
Vera Wang June 2015 - Present
Waddell & Reed October 2014 - March 2015
Vera Wang May 2014 - August 2014
Build-A-Bear Workshop January 2014 - May 2014
Skills
Customer Service, Writing, Organizational..., Dedicated to work, Retail, Hospitality
Education
University of South Carolina-Columbia 2011 — 2015
Bachelor of Science (BS), Retail Management
Freedom High School 2007 — 2011
Advanced Diploma
Vera Wang June 2015 - Present
Waddell & Reed October 2014 - March 2015
Vera Wang May 2014 - August 2014
Build-A-Bear Workshop January 2014 - May 2014
Skills
Customer Service, Writing, Organizational..., Dedicated to work, Retail, Hospitality
Education
University of South Carolina-Columbia 2011 — 2015
Bachelor of Science (BS), Retail Management
Freedom High School 2007 — 2011
Advanced Diploma
Thomas Langer's Waddell & Reed Experience May 2010 - May 2012
Job Financial Center Manager I at Fifth Third Bank
Industry Banking
Experience
Fifth Third Bank June 2015 - Present
Fifth Third Bank February 2015 - June 2015
Wells Fargo September 2013 - January 2015
Wells Fargo Advisors October 2012 - January 2015
Wells Fargo February 2013 - September 2013
Wells Fargo October 2012 - February 2013
Waddell & Reed May 2010 - May 2012
Skills
Financial Analysis, Business Strategy, Business Analysis, New Business Development, Strategic Financial..., Market Analysis, Market Research, Financial Risk, Finance, Customer Service, Training, Coaching, Relationship Management, Banking, Credit, Financial Services, Portfolio Management, Investments, Risk Management, Consumer Lending, Management, Human Resources, Career Development, Job Coaching, Analysis, Team Building, Leadership, Customer Retention, Time Management, Sales
Education
University of South Carolina-Columbia 2006 — 2010
Bachelor of Arts (B.A.), Political Science and Government
Fifth Third Bank June 2015 - Present
Fifth Third Bank February 2015 - June 2015
Wells Fargo September 2013 - January 2015
Wells Fargo Advisors October 2012 - January 2015
Wells Fargo February 2013 - September 2013
Wells Fargo October 2012 - February 2013
Waddell & Reed May 2010 - May 2012
Skills
Financial Analysis, Business Strategy, Business Analysis, New Business Development, Strategic Financial..., Market Analysis, Market Research, Financial Risk, Finance, Customer Service, Training, Coaching, Relationship Management, Banking, Credit, Financial Services, Portfolio Management, Investments, Risk Management, Consumer Lending, Management, Human Resources, Career Development, Job Coaching, Analysis, Team Building, Leadership, Customer Retention, Time Management, Sales
Education
University of South Carolina-Columbia 2006 — 2010
Bachelor of Arts (B.A.), Political Science and Government
Sally Wing Cheung's Waddell & Reed Experience May 2009 - May 2010
Job Owner & Operator at Ganbei Japanese Restaurant
Industry Outsourcing/Offshoring
Experience
Health & Wellness January 2015 - Present
Bank of America September 2014 - Present
Ganbei Japanese Restaurant November 2011 - Present
Bank of America August 2013 - September 2014
Bank of America June 2012 - June 2013
Bank of America June 2011 - June 2012
Walmart January 2011 - May 2011
Bank of Amer June 2010 - August 2010
Waddell & Reed May 2009 - May 2010
Skills
Six Sigma, Certified Green Belt, Process Improvement, Process Design, Change Management, Process Engineering, Project Management, Business Analysis, Risk Management, Vendor Management, Leadership, Analysis, Supply Chain, Negotiation, Supply Chain Management, Management
Education
University of South Carolina - The Moore School of Business 2007 — 2011
Bachelor of Science (BS), Supply Chain, Marketing, and International Business
Health & Wellness January 2015 - Present
Bank of America September 2014 - Present
Ganbei Japanese Restaurant November 2011 - Present
Bank of America August 2013 - September 2014
Bank of America June 2012 - June 2013
Bank of America June 2011 - June 2012
Walmart January 2011 - May 2011
Bank of Amer June 2010 - August 2010
Waddell & Reed May 2009 - May 2010
Skills
Six Sigma, Certified Green Belt, Process Improvement, Process Design, Change Management, Process Engineering, Project Management, Business Analysis, Risk Management, Vendor Management, Leadership, Analysis, Supply Chain, Negotiation, Supply Chain Management, Management
Education
University of South Carolina - The Moore School of Business 2007 — 2011
Bachelor of Science (BS), Supply Chain, Marketing, and International Business
Lucas McCormack's Waddell & Reed Experience September 2012 - December 2012
Job Financial Analyst at Great American Group
Industry Marketing and Advertising
Experience
Great American Group July 2013 - Present
University of Southern California August 2009 - May 2013
Waddell & Reed September 2012 - December 2012
Xaxis June 2012 - September 2012
Doremus May 2009 - August 2011
Skills
Microsoft Word, Online Advertising, Microsoft Excel, PowerPoint, Microsoft Office, Social Media, Social Media Marketing
Education
University of Southern California
Great American Group July 2013 - Present
University of Southern California August 2009 - May 2013
Waddell & Reed September 2012 - December 2012
Xaxis June 2012 - September 2012
Doremus May 2009 - August 2011
Skills
Microsoft Word, Online Advertising, Microsoft Excel, PowerPoint, Microsoft Office, Social Media, Social Media Marketing
Education
University of Southern California
Ros Zipperer's Waddell & Reed Experience 2009 - 2011
Job Wealth Management Advisor
Industry Financial Services
Experience
BB&T May 2014 - Present
Scott & Stringfellow April 2011 - May 2014
Waddell & Reed 2009 - 2011
Education
University of South Carolina-Columbia 2002 — 2006
BB&T May 2014 - Present
Scott & Stringfellow April 2011 - May 2014
Waddell & Reed 2009 - 2011
Education
University of South Carolina-Columbia 2002 — 2006
Martin Park's Waddell & Reed Experience August 2010 - December 2010
Job Credit Analyst at JPMorgan Chase
Industry Research
Experience
JPMorgan Chase April 2013 - Present
University of Southern California August 2008 - December 2012
JPMorgan Chase June 2012 - August 2012
Global Income Convergence Group January 2011 - December 2011
Waddell & Reed August 2010 - December 2010
Korea Valuation Association June 2010 - August 2010
Education
University of Southern California
Bachelor of Arts & Science, Economics
JPMorgan Chase April 2013 - Present
University of Southern California August 2008 - December 2012
JPMorgan Chase June 2012 - August 2012
Global Income Convergence Group January 2011 - December 2011
Waddell & Reed August 2010 - December 2010
Korea Valuation Association June 2010 - August 2010
Education
University of Southern California
Bachelor of Arts & Science, Economics
Xiaodan (Anna) Zheng's Waddell & Reed Experience June 2005 - December 2006
Job Business Banking Area Manager at JPMorgan Chase
Industry Banking
Experience
JPMorgan Chase January 2012 - Present
JPMorgan Chase September 2008 - December 2011
JPMorgan Chase October 2007 - September 2008
JPMorgan Chase January 2007 - October 2007
Waddell & Reed June 2005 - December 2006
Education
University of South Carolina-Columbia 2000 — 2004
Bachelor, Finance, Marketing, International Business
JPMorgan Chase January 2012 - Present
JPMorgan Chase September 2008 - December 2011
JPMorgan Chase October 2007 - September 2008
JPMorgan Chase January 2007 - October 2007
Waddell & Reed June 2005 - December 2006
Education
University of South Carolina-Columbia 2000 — 2004
Bachelor, Finance, Marketing, International Business
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