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,
Waddell & Reed List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Waddell & Reed. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Waddell & Reed Salaries. You can even request information on how much does Waddell & Reed pay if you want to. Learn about salaries, pros and cons of working for Waddell & Reed directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
2,112 Waddell & Reed employees in database. Find out everything there's to know about Waddell & Reed employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Waddell & Reed Employees
Employee
Years
Job
Industry
Laura Iversen, LCSW Laura Iversen, LCSW's Waddell & Reed Experience June 2006 - July 2007
Job Clinic Social Worker at Legacy Health
Industry Hospital & Health Care
Experience
Legacy Health September 2015 - Present
Brigham and Women's Hospital September 2013 - November 2014
DaVita Dialysis July 2011 - September 2013
DaVita Dialysis Brookline September 2010 - May 2011
Boston College School of Social Work September 2010 - May 2011
Smith Leadership Academy September 2009 - June 2010
San Francisco SPCA October 2007 - July 2009
Waddell & Reed June 2006 - July 2007
Skills
Social Services, Case Management, Psychosocial, Community Outreach, Group Therapy, Healthcare, Program Evaluation, Nonprofits, Personal Finance, Case Managment, Public Speaking, Program Development, Event Planning, Leadership, Medical Social Work, Mental Health, Crisis Intervention, Psychotherapy, Therapists
Education
Boston College 2009 — 2011
M.S.W., Clinical Social Work, Older Adults & Families, 4.00
Pomona College 2002 — 2006
B.A., Psychology
Legacy Health September 2015 - Present
Brigham and Women's Hospital September 2013 - November 2014
DaVita Dialysis July 2011 - September 2013
DaVita Dialysis Brookline September 2010 - May 2011
Boston College School of Social Work September 2010 - May 2011
Smith Leadership Academy September 2009 - June 2010
San Francisco SPCA October 2007 - July 2009
Waddell & Reed June 2006 - July 2007
Skills
Social Services, Case Management, Psychosocial, Community Outreach, Group Therapy, Healthcare, Program Evaluation, Nonprofits, Personal Finance, Case Managment, Public Speaking, Program Development, Event Planning, Leadership, Medical Social Work, Mental Health, Crisis Intervention, Psychotherapy, Therapists
Education
Boston College 2009 — 2011
M.S.W., Clinical Social Work, Older Adults & Families, 4.00
Pomona College 2002 — 2006
B.A., Psychology
AYE THIRI MON AYE THIRI MON's Waddell & Reed Experience February 2015 - June 2015
Job Student Portfolio Analyst
Industry Consumer Services
Experience
AMA 2014 - Present
FMA (Financial Management Association) 2014 - Present
Waddell & Reed February 2015 - June 2015
Skills
Microsoft Office, Public Speaking, PowerPoint, Customer Service, Time Management, Microsoft Excel, Social Networking, Microsoft Word, Leadership, Social Media, Social Media Marketing
Education
California State University-Long Beach 2014 — 2016
AMA 2014 - Present
FMA (Financial Management Association) 2014 - Present
Waddell & Reed February 2015 - June 2015
Skills
Microsoft Office, Public Speaking, PowerPoint, Customer Service, Time Management, Microsoft Excel, Social Networking, Microsoft Word, Leadership, Social Media, Social Media Marketing
Education
California State University-Long Beach 2014 — 2016
J. Chris Treat, CTFA, CCTS J. Chris Treat, CTFA, CCTS's Waddell & Reed Experience July 2004 - February 2008
Job SVP & Trust Department Manager at First Community Bank
Industry Banking
Experience
First Community Bank February 2008 - Present
SWBC Wealth Management February 2010 - November 2011
Waddell & Reed July 2004 - February 2008
Skills
Personal Trust, Corporate Trust, Estate Tax Planning, Investment Management, Personal Financial..., Trust Operations, Relationship Management, Wealth Management, Retirement Planning, Alternative Investments, Structured Finance, Securities, Investment Strategies, Wealth Management..., High Net Worth..., Finance
Education
Creighton University's Heider College of Business 2014 — 2017
Master of Science (M.S.), Investment Management and Financial Analysis
Cannon Financial Institute 2011 — 2013
Corporate Trust
Boston University 2008 — 2011
Financial Planning and Services
Lyon College
Bachelor of Science (BS), Biochemistry and Mathematics
First Community Bank February 2008 - Present
SWBC Wealth Management February 2010 - November 2011
Waddell & Reed July 2004 - February 2008
Skills
Personal Trust, Corporate Trust, Estate Tax Planning, Investment Management, Personal Financial..., Trust Operations, Relationship Management, Wealth Management, Retirement Planning, Alternative Investments, Structured Finance, Securities, Investment Strategies, Wealth Management..., High Net Worth..., Finance
Education
Creighton University's Heider College of Business 2014 — 2017
Master of Science (M.S.), Investment Management and Financial Analysis
Cannon Financial Institute 2011 — 2013
Corporate Trust
Boston University 2008 — 2011
Financial Planning and Services
Lyon College
Bachelor of Science (BS), Biochemistry and Mathematics
Jeremy Keller, AAMS® Jeremy Keller, AAMS®'s Waddell & Reed Experience March 2009 - May 2009
Job Wealth Strategy Associate at UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS Financial Services, Inc. September 2014 - Present
UBS Financial Services, Inc. July 2010 - September 2014
UBS Financial Services, Inc. November 2009 - August 2010
UBS Financial Services, Inc. July 2009 - November 2009
Waddell & Reed March 2009 - May 2009
Merrill Lynch September 2008 - February 2009
Education
University of Nevada-Las Vegas 2011 — 2012
Masters in Business Administration, Finance
California State University-Long Beach - College of Business Administration 2003 — 2008
Bachelor of Science, Finance, Bachelor of Science, Marketing
Palo Verde High School 1999 — 2003
UBS Financial Services, Inc. September 2014 - Present
UBS Financial Services, Inc. July 2010 - September 2014
UBS Financial Services, Inc. November 2009 - August 2010
UBS Financial Services, Inc. July 2009 - November 2009
Waddell & Reed March 2009 - May 2009
Merrill Lynch September 2008 - February 2009
Education
University of Nevada-Las Vegas 2011 — 2012
Masters in Business Administration, Finance
California State University-Long Beach - College of Business Administration 2003 — 2008
Bachelor of Science, Finance, Bachelor of Science, Marketing
Palo Verde High School 1999 — 2003
James Kambestad's Waddell & Reed Experience April 2011 - December 2012
Job Financial Advisor at VALIC (AIG)
Industry Financial Services
Experience
VALIC April 2014 - Present
AXA March 2013 - March 2014
AXA Advisors 2013 - 2014
Waddell & Reed April 2011 - December 2012
Skills
Insurance, Retirement Planning, Strategic Financial..., Life Insurance, Investments, Wealth Management, Portfolio Management, Fixed Annuities, Mutual Funds, Risk Management, Retirement, Series 7, Finance, Financial Planning
Education
California Polytechnic State University-San Luis Obispo 2001 — 2006
Bachelor of Arts (B.A.), Political Economy
Torrey pines 1998 — 2001
High School Diploma
VALIC April 2014 - Present
AXA March 2013 - March 2014
AXA Advisors 2013 - 2014
Waddell & Reed April 2011 - December 2012
Skills
Insurance, Retirement Planning, Strategic Financial..., Life Insurance, Investments, Wealth Management, Portfolio Management, Fixed Annuities, Mutual Funds, Risk Management, Retirement, Series 7, Finance, Financial Planning
Education
California Polytechnic State University-San Luis Obispo 2001 — 2006
Bachelor of Arts (B.A.), Political Economy
Torrey pines 1998 — 2001
High School Diploma
Holly Hunsinger's Waddell & Reed Experience July 2015 - Present
Job Financial Advisor at Waddell & Reed
Industry Financial Services
Experience
Waddell & Reed July 2015 - Present
JPMorgan Securities LLC March 2010 - July 2015
Skills
Investments, Financial Analysis, Portfolio Management, Risk Management, Financial Services
Education
Hawaii Pacific University 2000 — 2002
Bachelor's degree, Business Administration, Management and Operations
Boise State University 1998 — 2000
Waddell & Reed July 2015 - Present
JPMorgan Securities LLC March 2010 - July 2015
Skills
Investments, Financial Analysis, Portfolio Management, Risk Management, Financial Services
Education
Hawaii Pacific University 2000 — 2002
Bachelor's degree, Business Administration, Management and Operations
Boise State University 1998 — 2000
Jack Pattengale's Waddell & Reed Experience May 2007 - August 2007
Job Plant Manager at Kerry Ingredients
Industry Food Production
Experience
Kerry Ingredients April 2014 - May 2015
Kraft Foods Group April 2012 - April 2014
Kraft Foods Group April 2011 - April 2012
Schreiber Foods July 2009 - January 2011
BIC Graphic USA February 2007 - July 2009
Waddell & Reed May 2007 - August 2007
Holsum Bakery January 2007 - May 2007
MGP Ingredients January 2006 - May 2006
Holsum Bakery May 2003 - August 2005
Skills
Manufacturing, Lean Manufacturing, Team Building, Problem Solving, Quality, High Volume Production, Training & Development, Scheduling, Supervisory Skills, Sustainability, 4-color Process, Packaging, 5S, Operations Management, Microsoft Office, Word, Excel, SAP, PowerPoint, Team Leadership, Troubleshooting, Production, Production Planning, Cost Reduction, Food Processing, HACCP, Food Industry, Food Manufacturing, Food Safety, Continuous Improvement, Microsoft Excel, Six Sigma, Process Improvement, Account Management
Education
Benedictine College 2007 — 2007
Master's, Business Administration
Benedictine College 2003 — 2007
Bachelors, Business Administration
Kerry Ingredients April 2014 - May 2015
Kraft Foods Group April 2012 - April 2014
Kraft Foods Group April 2011 - April 2012
Schreiber Foods July 2009 - January 2011
BIC Graphic USA February 2007 - July 2009
Waddell & Reed May 2007 - August 2007
Holsum Bakery January 2007 - May 2007
MGP Ingredients January 2006 - May 2006
Holsum Bakery May 2003 - August 2005
Skills
Manufacturing, Lean Manufacturing, Team Building, Problem Solving, Quality, High Volume Production, Training & Development, Scheduling, Supervisory Skills, Sustainability, 4-color Process, Packaging, 5S, Operations Management, Microsoft Office, Word, Excel, SAP, PowerPoint, Team Leadership, Troubleshooting, Production, Production Planning, Cost Reduction, Food Processing, HACCP, Food Industry, Food Manufacturing, Food Safety, Continuous Improvement, Microsoft Excel, Six Sigma, Process Improvement, Account Management
Education
Benedictine College 2007 — 2007
Master's, Business Administration
Benedictine College 2003 — 2007
Bachelors, Business Administration
Jason McCaleb Jason McCaleb's Waddell & Reed Experience October 2011 - July 2013
Job Financial Advisor at McCaleb Wealth Management Inc.
Industry Financial Services
Experience
LPL Financial July 2013 - Present
McCaleb Wealth Management October 2011 - Present
Waddell & Reed October 2011 - July 2013
Edward Jones June 2002 - October 2011
Morgan Stanley Wealth Management June 2000 - June 2002
Skills
Microsoft Office, Typing, Fly Fishing, Racquetball, Spanish-speaking, Mathematics, Strategic Financial..., Financial Analysis, Investment Advisory, Investment Strategies, Fixed Annuities, IRAs, Retirement Planning, Wealth Management, Finance, Investments, Series 7, Leadership
Education
Brigham Young University 1997 — 2000
Bachelor's degree, Finance, General
Brigham Young University - Idaho 1995 — 1997
Associate's degree, Marketing
LPL Financial July 2013 - Present
McCaleb Wealth Management October 2011 - Present
Waddell & Reed October 2011 - July 2013
Edward Jones June 2002 - October 2011
Morgan Stanley Wealth Management June 2000 - June 2002
Skills
Microsoft Office, Typing, Fly Fishing, Racquetball, Spanish-speaking, Mathematics, Strategic Financial..., Financial Analysis, Investment Advisory, Investment Strategies, Fixed Annuities, IRAs, Retirement Planning, Wealth Management, Finance, Investments, Series 7, Leadership
Education
Brigham Young University 1997 — 2000
Bachelor's degree, Finance, General
Brigham Young University - Idaho 1995 — 1997
Associate's degree, Marketing
Ian Markert Ian Markert's Waddell & Reed Experience December 2013 - February 2015
Job Move Management Coordinator at SIRVA Worldwide Relocation & Moving
Industry Executive Office
Experience
SIRVA Worldwide Relocation & Moving February 2015 - Present
AlliedBarton Security Services October 2014 - February 2015
Waddell & Reed December 2013 - February 2015
Benedictine University August 2012 - May 2014
Joliet Junior College August 2010 - May 2012
Bill Jacobs Chevy/Cadillac June 2011 - December 2011
AutoZone May 2010 - May 2011
United States Marine Corps August 2005 - May 2010
Skills
Leadership, Team Leadership, Leadership Development, Training, Military Operations, Weapons, Business Planning, Marketing, Time Management, Supervisory Skills, Fitness Training, Business Development, Recruitment Training, Teamwork, Team Building, Instructing, Vehicle Maintenance, Public Relations, Public Speaking, Supply Management, Physical Security, Microsoft Office 2007, Customer Service, PowerPoint, Microsoft Word, Microsoft Excel, Event Planning, Intercultural Relations, Microsoft Office
Education
Benedictine University 2012 — 2014
Bachelor of Arts (B.A.), International Business & Economics
Joliet Junior College 2010 — 2012
Associate of Arts (A.A.), Business Administration and Management, General
SIRVA Worldwide Relocation & Moving February 2015 - Present
AlliedBarton Security Services October 2014 - February 2015
Waddell & Reed December 2013 - February 2015
Benedictine University August 2012 - May 2014
Joliet Junior College August 2010 - May 2012
Bill Jacobs Chevy/Cadillac June 2011 - December 2011
AutoZone May 2010 - May 2011
United States Marine Corps August 2005 - May 2010
Skills
Leadership, Team Leadership, Leadership Development, Training, Military Operations, Weapons, Business Planning, Marketing, Time Management, Supervisory Skills, Fitness Training, Business Development, Recruitment Training, Teamwork, Team Building, Instructing, Vehicle Maintenance, Public Relations, Public Speaking, Supply Management, Physical Security, Microsoft Office 2007, Customer Service, PowerPoint, Microsoft Word, Microsoft Excel, Event Planning, Intercultural Relations, Microsoft Office
Education
Benedictine University 2012 — 2014
Bachelor of Arts (B.A.), International Business & Economics
Joliet Junior College 2010 — 2012
Associate of Arts (A.A.), Business Administration and Management, General
Brian Richard Brian Richard's Waddell & Reed Experience March 2007 - September 2008
Job Survey Data Analyst at Motiv Inc.
Industry Management Consulting
Experience
Motiv Inc. August 2015 - Present
CompuCom Systems Inc. June 2013 - January 2015
AIM Consulting September 2012 - February 2013
Nayamode Inc. / Excell Data Corp. November 2008 - June 2012
Waddell & Reed March 2007 - September 2008
Kelly Services March 2005 - November 2005
Endeavour Consulting March 2002 - November 2003
PrintWest February 2001 - May 2001
Peak Internet May 2000 - February 2001
CenturyLink May 1999 - May 2000
Skills
Data Analysis, CRM, Business Intelligence, Databases, Project Management, Management, Enterprise Software, SharePoint, Email Marketing, Mobile Devices, SQL, Access, Marketing Strategy, Data Mining, Web Analytics, Microsoft SQL Server, Excel, Data Management, Business Strategy, Business Requirements, Microsoft Excel, Copywriting, Copy Editing, Epiphany, Tableau, E.piphany, Amibroker, XLRA, MSRA, MS Sales, Market insights
Education
Cascadia Community College 2011 — 2011
Business Intelligence - SQL Server 2008
Bellevue College 1998 — 1998
Java Programming
Bellevue College 1998 — 1998
Visual Basic Programming
California State University-Fullerton 1988 — 1990
BA, Communications (News-Editorial)
Saddleback Community College 1985 — 1987
AA, Communications
Motiv Inc. August 2015 - Present
CompuCom Systems Inc. June 2013 - January 2015
AIM Consulting September 2012 - February 2013
Nayamode Inc. / Excell Data Corp. November 2008 - June 2012
Waddell & Reed March 2007 - September 2008
Kelly Services March 2005 - November 2005
Endeavour Consulting March 2002 - November 2003
PrintWest February 2001 - May 2001
Peak Internet May 2000 - February 2001
CenturyLink May 1999 - May 2000
Skills
Data Analysis, CRM, Business Intelligence, Databases, Project Management, Management, Enterprise Software, SharePoint, Email Marketing, Mobile Devices, SQL, Access, Marketing Strategy, Data Mining, Web Analytics, Microsoft SQL Server, Excel, Data Management, Business Strategy, Business Requirements, Microsoft Excel, Copywriting, Copy Editing, Epiphany, Tableau, E.piphany, Amibroker, XLRA, MSRA, MS Sales, Market insights
Education
Cascadia Community College 2011 — 2011
Business Intelligence - SQL Server 2008
Bellevue College 1998 — 1998
Java Programming
Bellevue College 1998 — 1998
Visual Basic Programming
California State University-Fullerton 1988 — 1990
BA, Communications (News-Editorial)
Saddleback Community College 1985 — 1987
AA, Communications
John Mowry's Waddell & Reed Experience November 2011 - December 2012
Job Wealth Strategy Associate at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management November 2014 - Present
UBS March 2013 - October 2014
Red Robin Gourmet Burgers August 2008 - October 2014
Waddell & Reed November 2011 - December 2012
Morgan Keegan & Company, Inc January 2011 - May 2011
Red Robin Gourmet Burgers March 2007 - July 2008
United States Marine Corps August 2004 - November 2006
Education
Belmont University 2008 — 2011
Bachelor of Business Administration, Finance
New River Community College 2007 — 2008
Bachelor of Business Administration (B.B.A.), Finance, General
UBS Wealth Management November 2014 - Present
UBS March 2013 - October 2014
Red Robin Gourmet Burgers August 2008 - October 2014
Waddell & Reed November 2011 - December 2012
Morgan Keegan & Company, Inc January 2011 - May 2011
Red Robin Gourmet Burgers March 2007 - July 2008
United States Marine Corps August 2004 - November 2006
Education
Belmont University 2008 — 2011
Bachelor of Business Administration, Finance
New River Community College 2007 — 2008
Bachelor of Business Administration (B.B.A.), Finance, General
Steven Leach Steven Leach's Waddell & Reed Experience July 2008 - January 2011
Job Investment Adviser Representative
Industry Financial Services
Experience
Voya Financial Advisors January 2011 - Present
Beaumont Chamber of Commerce 2010 - 2014
Waddell & Reed July 2008 - January 2011
PFS Investments November 2003 - July 2008
Enterprise Rent-A-Car January 1997 - October 2002
APC June 1988 - December 1996
Education
California State Polytechnic University-Pomona 1991 — 1994
Bachelors of Science in Business Administration, Human Resources
University of California, Riverside 1988 — 1991
General Education
Voya Financial Advisors January 2011 - Present
Beaumont Chamber of Commerce 2010 - 2014
Waddell & Reed July 2008 - January 2011
PFS Investments November 2003 - July 2008
Enterprise Rent-A-Car January 1997 - October 2002
APC June 1988 - December 1996
Education
California State Polytechnic University-Pomona 1991 — 1994
Bachelors of Science in Business Administration, Human Resources
University of California, Riverside 1988 — 1991
General Education
Thomas Fortier Thomas Fortier's Waddell & Reed Experience May 2010 - August 2010
Job Intern at ReadyPoint Systems
Industry
Experience
Boy's Preparatory Middle School February 2014 - May 2014
ReadyPoint Systems February 2013 - April 2013
CUTCO Cutlery May 2010 - August 2010
Waddell & Reed May 2010 - August 2010
General Electric (GE) May 2009 - August 2009
A Time to Rise May 2008 - September 2008
Fortier Substance Abuse May 2005 - August 2007
Skills
PowerPoint, Leadership, Teamwork
Education
Belmont University 2012 — 2013
Vanderbilt University 2007 — 2011
Bachelor's degree, Economics
Boy's Preparatory Middle School February 2014 - May 2014
ReadyPoint Systems February 2013 - April 2013
CUTCO Cutlery May 2010 - August 2010
Waddell & Reed May 2010 - August 2010
General Electric (GE) May 2009 - August 2009
A Time to Rise May 2008 - September 2008
Fortier Substance Abuse May 2005 - August 2007
Skills
PowerPoint, Leadership, Teamwork
Education
Belmont University 2012 — 2013
Vanderbilt University 2007 — 2011
Bachelor's degree, Economics
Francesca Mabon Francesca Mabon's Waddell & Reed Experience October 2013 - September 2014
Job Business Development Consultant at Northwest Psychiatry and Wellness Center
Industry Financial Services
Experience
Northwest Psychiatry and Wellness Center August 2015 - Present
Kutscher Rhodes & Benner, Inc. October 2014 - Present
Out & Equal Workplace Advocates November 2013 - October 2014
Waddell & Reed October 2013 - September 2014
Leading Retirement Solutions November 2013 - February 2014
MLTC September 2007 - October 2013
Merrill Lynch 2005 - 2007
Streambox, Inc. 2004 - 2005
PwC 2002 - 2004
Quellos Group, LLC 2001 - 2002
Skills
Investments, Leadership, Estate Planning, Portfolio Management, Financial Services, Management, Strategy, Wealth Management, Finance, Nonprofits, Financial Analysis, Asset Management, Fundraising, Marketing, Relationship Management, Asset Managment, Trust Services, Strategic Planning, Project Management, Training, Retirement Planning, High Net Worth..., Series 7, Non-profits, Microsoft Excel, Philanthropy, New Business Development, Accounting, Social Media, Event Management, Marketing Strategy
Education
AIB Personal Trust Diploma 2011 — 2012
Building Trust Expertise
Barnard College 1991 — 1995
Liberal Arts
Chapin School 1979 — 1991
High School
Northwest Psychiatry and Wellness Center August 2015 - Present
Kutscher Rhodes & Benner, Inc. October 2014 - Present
Out & Equal Workplace Advocates November 2013 - October 2014
Waddell & Reed October 2013 - September 2014
Leading Retirement Solutions November 2013 - February 2014
MLTC September 2007 - October 2013
Merrill Lynch 2005 - 2007
Streambox, Inc. 2004 - 2005
PwC 2002 - 2004
Quellos Group, LLC 2001 - 2002
Skills
Investments, Leadership, Estate Planning, Portfolio Management, Financial Services, Management, Strategy, Wealth Management, Finance, Nonprofits, Financial Analysis, Asset Management, Fundraising, Marketing, Relationship Management, Asset Managment, Trust Services, Strategic Planning, Project Management, Training, Retirement Planning, High Net Worth..., Series 7, Non-profits, Microsoft Excel, Philanthropy, New Business Development, Accounting, Social Media, Event Management, Marketing Strategy
Education
AIB Personal Trust Diploma 2011 — 2012
Building Trust Expertise
Barnard College 1991 — 1995
Liberal Arts
Chapin School 1979 — 1991
High School
Jessica Crowsey Jessica Crowsey's Waddell & Reed Experience July 2011 - Present
Job Marketing Consultant at Financial Advisor
Industry Financial Services
Experience
Financial Advisor October 2012 - Present
Waddell & Reed July 2011 - Present
Virginia Beach City Public Schools December 2010 - June 2011
Blalock Law Firm, PC May 2008 - October 2010
Luther, Oldenburg, and Rainey, P.C. April 2007 - October 2008
Skills
Data Entry, Spreadsheets, Microsoft Office, Outlook, Customer Service, PowerPoint, Microsoft Word, Access, Microsoft Excel, Administrative..., Office Management, Invoicing, QuickBooks, Office Administration, Telephone Skills, Public Speaking, Investments, Social Networking, Event Planning
Education
Brigham Young University - Idaho
Associate of Arts and Sciences (A.A.S.), General Studies
The University of Southern Mississippi
Bachelor of Arts (B.A.), English Language and Literature, General
Financial Advisor October 2012 - Present
Waddell & Reed July 2011 - Present
Virginia Beach City Public Schools December 2010 - June 2011
Blalock Law Firm, PC May 2008 - October 2010
Luther, Oldenburg, and Rainey, P.C. April 2007 - October 2008
Skills
Data Entry, Spreadsheets, Microsoft Office, Outlook, Customer Service, PowerPoint, Microsoft Word, Access, Microsoft Excel, Administrative..., Office Management, Invoicing, QuickBooks, Office Administration, Telephone Skills, Public Speaking, Investments, Social Networking, Event Planning
Education
Brigham Young University - Idaho
Associate of Arts and Sciences (A.A.S.), General Studies
The University of Southern Mississippi
Bachelor of Arts (B.A.), English Language and Literature, General
Ron Titus's Waddell & Reed Experience May 1999 - July 2004
Job Villa Real Estate
Industry Real Estate
Experience
Villa Real Estate April 2013 - Present
Tim Carr Group March 2009 - July 2011
Doma Properties May 2008 - March 2009
Guarantee Real Estate February 2006 - February 2008
London Properties October 2004 - February 2006
Waddell & Reed May 1999 - July 2004
Prudential Financial October 1971 - May 1998
United States Marine Corps February 1966 - May 1969
Skills
Real Estate, Residential Homes, Sellers, Referrals, New Business Development, Selling, Estate/Probate..., Investors, Sales Process, Business Planning, Business Coaching, Accountability, Strategic Financial..., Small Business, Insurance, Recruiting, Seniors, Investment Properties, Marketing, Mentoring, Sales Coaching, Sales Recruitment, Insurance Management, SFR, Listings, Real Estate Transactions, Single Family Homes, First Time Home Buyers, Sales, Condos
Education
California State University-Fresno 1963 — 1965
BS, Business
Cal Poly Pomona 1960 — 1963
Bachelor of Science
Villa Real Estate April 2013 - Present
Tim Carr Group March 2009 - July 2011
Doma Properties May 2008 - March 2009
Guarantee Real Estate February 2006 - February 2008
London Properties October 2004 - February 2006
Waddell & Reed May 1999 - July 2004
Prudential Financial October 1971 - May 1998
United States Marine Corps February 1966 - May 1969
Skills
Real Estate, Residential Homes, Sellers, Referrals, New Business Development, Selling, Estate/Probate..., Investors, Sales Process, Business Planning, Business Coaching, Accountability, Strategic Financial..., Small Business, Insurance, Recruiting, Seniors, Investment Properties, Marketing, Mentoring, Sales Coaching, Sales Recruitment, Insurance Management, SFR, Listings, Real Estate Transactions, Single Family Homes, First Time Home Buyers, Sales, Condos
Education
California State University-Fresno 1963 — 1965
BS, Business
Cal Poly Pomona 1960 — 1963
Bachelor of Science
Kelly Harbaugh Kelly Harbaugh's Waddell & Reed Experience October 2004 - June 2006
Job Freelance Content Strategist, Professional Writer
Industry Writing and Editing
Experience
Write Content Services February 2012 - Present
Performance Food Group October 2010 - February 2012
ADP October 2008 - May 2009
Paychex August 2006 - May 2008
Waddell & Reed October 2004 - June 2006
Occupational Health + Rehabilitation Inc November 2000 - February 2004
Marriott International December 1992 - September 1999
Skills
Content Strategy, Professional..., Technical Writing, User Experience, Web Content, Marketing Communications, Information Architecture, Digital Media, HTML, CSS, WordPress, Marketing, Content Development, Content Audit, Gap Analysis, Style Guides, Brand Development, Competitive Analysis, Content Writing, Digital Marketing, SEO copywriting, Marketing Copy, Content Marketing, Branded Content, Content Management, Editing, Publishing, Blogging
Education
Chatham University 2011 — 2012
Master of Professional Writing
Belmont University 1992 — 1997
B.B.A, Business Administration
Write Content Services February 2012 - Present
Performance Food Group October 2010 - February 2012
ADP October 2008 - May 2009
Paychex August 2006 - May 2008
Waddell & Reed October 2004 - June 2006
Occupational Health + Rehabilitation Inc November 2000 - February 2004
Marriott International December 1992 - September 1999
Skills
Content Strategy, Professional..., Technical Writing, User Experience, Web Content, Marketing Communications, Information Architecture, Digital Media, HTML, CSS, WordPress, Marketing, Content Development, Content Audit, Gap Analysis, Style Guides, Brand Development, Competitive Analysis, Content Writing, Digital Marketing, SEO copywriting, Marketing Copy, Content Marketing, Branded Content, Content Management, Editing, Publishing, Blogging
Education
Chatham University 2011 — 2012
Master of Professional Writing
Belmont University 1992 — 1997
B.B.A, Business Administration
Ryan Frasquillo Ryan Frasquillo's Waddell & Reed Experience August 2013 - November 2013
Job Advisor at Waddell & Reed
Industry Financial Services
Experience
Waddell & Reed August 2013 - November 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Photoshop, Social Media, Public Speaking, C++, English, Java, HTML, C, Windows, Matlab, Event Planning, AutoCAD, Time Management, Nuclear Magnetic..., Photolithography
Education
California State University-Long Beach 2011 — 2012
Bachelor of Science (BS), Physics
Loyola Marymount University 2008 — 2011
Waddell & Reed August 2013 - November 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Photoshop, Social Media, Public Speaking, C++, English, Java, HTML, C, Windows, Matlab, Event Planning, AutoCAD, Time Management, Nuclear Magnetic..., Photolithography
Education
California State University-Long Beach 2011 — 2012
Bachelor of Science (BS), Physics
Loyola Marymount University 2008 — 2011
Dawn Wheeler Dawn Wheeler's Waddell & Reed Experience 2005 - 2007
Job Assessment Advisor at RochesterWorks
Industry Civic & Social Organization
Experience
RochesterWorks February 2015 - Present
YMCA of Greater Rochester October 2014 - December 2014
Bryant & Stratton College December 2013 - August 2014
MacInnes Tool Corporation 2010 - 2012
L. V. Falvo Private Investigations and Process Service 2008 - 2009
Waddell & Reed 2005 - 2007
Cornell Cooperative Extention 2002 - 2002
Skills
Office Administration, Close Attention to..., Microsoft Office, Secretarial Skills, Customer Oriented, Experience working with..., Proactive self-starter, Organizational..., Multitasking Skills, Outstanding..., Public Speaking, PowerPoint, Customer Service, Management, QuickBooks, Ordering Office Supplies, Sales Process, Creativity, Material Handling, Quality Control, Advertising, Product Promotion, Presentation Design, Shipping, International Shipping, Work well without...
Education
Bryant & Stratton College - Henrietta 2013 — 2014
Human Resources Specialist, AAS, Human Resources Management and Services
RochesterWorks! 2013 — 2013
The 5 Steps to Rapid Employment Workshop
Excelsior College 2003 — 2003
Family Development Credential, Social Work
Genesee Community College 2001 — 2003
Human Services AAS, Human Services, General
RochesterWorks February 2015 - Present
YMCA of Greater Rochester October 2014 - December 2014
Bryant & Stratton College December 2013 - August 2014
MacInnes Tool Corporation 2010 - 2012
L. V. Falvo Private Investigations and Process Service 2008 - 2009
Waddell & Reed 2005 - 2007
Cornell Cooperative Extention 2002 - 2002
Skills
Office Administration, Close Attention to..., Microsoft Office, Secretarial Skills, Customer Oriented, Experience working with..., Proactive self-starter, Organizational..., Multitasking Skills, Outstanding..., Public Speaking, PowerPoint, Customer Service, Management, QuickBooks, Ordering Office Supplies, Sales Process, Creativity, Material Handling, Quality Control, Advertising, Product Promotion, Presentation Design, Shipping, International Shipping, Work well without...
Education
Bryant & Stratton College - Henrietta 2013 — 2014
Human Resources Specialist, AAS, Human Resources Management and Services
RochesterWorks! 2013 — 2013
The 5 Steps to Rapid Employment Workshop
Excelsior College 2003 — 2003
Family Development Credential, Social Work
Genesee Community College 2001 — 2003
Human Services AAS, Human Services, General
Jon Van Maren Jon Van Maren's Waddell & Reed Experience November 2011 - June 2013
Job Driver
Industry Restaurants
Experience
Minsky's October 2009 - Present
Waddell & Reed November 2011 - June 2013
CFS West Sauer's Food Manufacturing Company May 2008 - August 2009
Education
Bethel College-North Newton 2004 — 2007
Bachelor's degree, Natural Sciences
Minsky's October 2009 - Present
Waddell & Reed November 2011 - June 2013
CFS West Sauer's Food Manufacturing Company May 2008 - August 2009
Education
Bethel College-North Newton 2004 — 2007
Bachelor's degree, Natural Sciences
Sara Crow Sara Crow's Waddell & Reed Experience August 2002 - January 2005
Job Community Director & TransMedia Storytelling Strategist at GLASS Media Lab
Industry Writing and Editing
Experience
GLASS Media Lab August 2014 - Present
Stray Poodle Media July 2000 - Present
Alelo October 2013 - Present
Livestrong Foundation / Demand Studios June 2014 - Present
Flavorpill March 2009 - September 2009
Decibel Festival February 2003 - October 2006
XLR8R September 2000 - June 2005
Waddell & Reed August 2002 - January 2005
Minty Magazine February 2002 - October 2003
Skills
Writing, Content Management, Press Releases, Social Media Strategist, Cross Channel Marketing, Copywriting, Copy Editing, Editing, Social Media Marketing, Magazines, Social Media, Editorial, Web Content, Photography, Content Strategy, Newsletters, Public Relations, Digital Strategy, Video, Entertainment, Strategic Communications, Social Networking, Music, Marketing, Creative Direction, Digital Media, New Media, Digital Marketing, Content Development, Blogging, Publicity, Event Management, Online Marketing, Journalism, Creative Writing, Publishing, Video Production, Facebook, Television, Media Relations, Radio, Sponsorship, SEO, Online Advertising, Broadcast, Brand Development, Advertising, WordPress, Email Marketing, Strategy
Education
Stanford University School of Medicine 2012 — 2012
Certificate with Distinction, Writing in the Sciences, 97%
Bradley University 1996 — 2000
Bachelors in English
The University of Stirling 1999 — 1999
GLASS Media Lab August 2014 - Present
Stray Poodle Media July 2000 - Present
Alelo October 2013 - Present
Livestrong Foundation / Demand Studios June 2014 - Present
Flavorpill March 2009 - September 2009
Decibel Festival February 2003 - October 2006
XLR8R September 2000 - June 2005
Waddell & Reed August 2002 - January 2005
Minty Magazine February 2002 - October 2003
Skills
Writing, Content Management, Press Releases, Social Media Strategist, Cross Channel Marketing, Copywriting, Copy Editing, Editing, Social Media Marketing, Magazines, Social Media, Editorial, Web Content, Photography, Content Strategy, Newsletters, Public Relations, Digital Strategy, Video, Entertainment, Strategic Communications, Social Networking, Music, Marketing, Creative Direction, Digital Media, New Media, Digital Marketing, Content Development, Blogging, Publicity, Event Management, Online Marketing, Journalism, Creative Writing, Publishing, Video Production, Facebook, Television, Media Relations, Radio, Sponsorship, SEO, Online Advertising, Broadcast, Brand Development, Advertising, WordPress, Email Marketing, Strategy
Education
Stanford University School of Medicine 2012 — 2012
Certificate with Distinction, Writing in the Sciences, 97%
Bradley University 1996 — 2000
Bachelors in English
The University of Stirling 1999 — 1999
Diane Pham-Le Diane Pham-Le's Waddell & Reed Experience April 2014 - May 2014
Job Mutual Fund Administrator at The TCW Group
Industry Financial Services
Experience
The TCW Group July 2015 - Present
Wescom Credit Union October 2014 - June 2015
CSUF Finance Association May 2014 - May 2015
AXA Advisors May 2014 - August 2014
Waddell & Reed April 2014 - May 2014
OneWest Bank April 2013 - May 2014
Macy's November 2011 - July 2013
Forever 21 May 2011 - November 2011
Skills
Merchandising, Customer Service, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Time Management, Event Planning, Leadership
Education
Cal State Fullerton 2010 — 2015
Bachelor of Arts (B.A.), Business Administration: Finance
Irvine High School 2006 — 2010
High School Diploma
The TCW Group July 2015 - Present
Wescom Credit Union October 2014 - June 2015
CSUF Finance Association May 2014 - May 2015
AXA Advisors May 2014 - August 2014
Waddell & Reed April 2014 - May 2014
OneWest Bank April 2013 - May 2014
Macy's November 2011 - July 2013
Forever 21 May 2011 - November 2011
Skills
Merchandising, Customer Service, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Time Management, Event Planning, Leadership
Education
Cal State Fullerton 2010 — 2015
Bachelor of Arts (B.A.), Business Administration: Finance
Irvine High School 2006 — 2010
High School Diploma
Sydney Pemberton's Waddell & Reed Experience September 2014 - Present
Job Brokerage Operations Associate at Waddell & Reed
Industry Financial Services
Experience
Waddell & Reed September 2014 - Present
Farmers Insurance March 2014 - September 2014
Maximo Nivel July 2013 - December 2013
ACS - Automated Control Systems May 2011 - June 2012
Skills
Teaching English as a..., International Education, Tutoring, Classroom, Teacher Training, Teaching, ESL, Lesson Planning, Community Outreach, Public Speaking, Event Planning, Program Development, Research, Team Building, PowerPoint, Microsoft Excel, Customer Service
Education
Baker University 2011 — 2013
Bachelor of Business Administration (B.B.A.), Finance
Maximo Nivel 2012 — 2012
TEFL/TOEFL, Teaching English as a Second or Foreign Language/ESL Language Instructor
Johnson County Community College 2007 — 2009
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies
Waddell & Reed September 2014 - Present
Farmers Insurance March 2014 - September 2014
Maximo Nivel July 2013 - December 2013
ACS - Automated Control Systems May 2011 - June 2012
Skills
Teaching English as a..., International Education, Tutoring, Classroom, Teacher Training, Teaching, ESL, Lesson Planning, Community Outreach, Public Speaking, Event Planning, Program Development, Research, Team Building, PowerPoint, Microsoft Excel, Customer Service
Education
Baker University 2011 — 2013
Bachelor of Business Administration (B.B.A.), Finance
Maximo Nivel 2012 — 2012
TEFL/TOEFL, Teaching English as a Second or Foreign Language/ESL Language Instructor
Johnson County Community College 2007 — 2009
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies
Mahir Hsen Mahir Hsen's Waddell & Reed Experience December 2010 - May 2011
Job Personal Banking and Lending
Industry Banking
Experience
U.S. Bank June 2014 - Present
Wells Fargo August 2013 - May 2014
Altig - American Income Life Insurance Company July 2012 - February 2013
Darden December 2007 - September 2012
Aflac December 2011 - March 2012
Waddell & Reed December 2010 - May 2011
Subway June 2005 - November 2007
Skills
Finance, Strategic Financial..., Insurance, Customer Service, Marketing, Sales, CRM, Management, Analysis, Financial Analysis, Banking, Employee Benefits, Retirement Planning, Financial Planning, Sales Management, Leadership, Real Estate, Life Insurance, Health Insurance, Long-term Care, Disability Insurance, Term Life Insurance, Fixed Annuities, CDS, Home Equity Loans, Home Equity Lines of..., Retail Banking, Investment Banking, Private Banking, Loan Origination, Principal Investments
Education
California State University-Fullerton 2006 — 2011
BA Business, Finance
California State University-Fullerton 2006 — 2011
Bachelor of Business Administration (B.B.A.), Business and Personal/Financial Services Marketing Operations
U.S. Bank June 2014 - Present
Wells Fargo August 2013 - May 2014
Altig - American Income Life Insurance Company July 2012 - February 2013
Darden December 2007 - September 2012
Aflac December 2011 - March 2012
Waddell & Reed December 2010 - May 2011
Subway June 2005 - November 2007
Skills
Finance, Strategic Financial..., Insurance, Customer Service, Marketing, Sales, CRM, Management, Analysis, Financial Analysis, Banking, Employee Benefits, Retirement Planning, Financial Planning, Sales Management, Leadership, Real Estate, Life Insurance, Health Insurance, Long-term Care, Disability Insurance, Term Life Insurance, Fixed Annuities, CDS, Home Equity Loans, Home Equity Lines of..., Retail Banking, Investment Banking, Private Banking, Loan Origination, Principal Investments
Education
California State University-Fullerton 2006 — 2011
BA Business, Finance
California State University-Fullerton 2006 — 2011
Bachelor of Business Administration (B.B.A.), Business and Personal/Financial Services Marketing Operations
David A. Miller David A. Miller's Waddell & Reed Experience January 2014 - Present
Job Specializing in helping individuals, nonprofit organizations, and small businesses achieve their financial goals.
Industry Investment Management
Experience
Waddell & Reed January 2014 - Present
Independent Equities & Options Trader September 2007 - December 2014
Primerica (as license holder only) September 2012 - July 2014
United Way of Greater Los Angeles August 2013 - November 2013
University of Southern California August 2012 - February 2013
University of the District of Columbia March 2012 - August 2012
National Urban Fellows June 2010 - June 2011
Earthquake Country Alliance/Great California ShakeOut 2009 July 2009 - November 2009
Emergency Network Los Angeles June 2008 - June 2009
Windswept Holdings, LLC November 2000 - October 2004
Education
City University of New York-Baruch College 2006 — 2007
MPA, Public Administration
University of California, Berkeley 1987 — 1992
BA, Political Science
Daniel Murphy C.H.S. 1984 — 1987
High School Diploma, College Prep Education
Waddell & Reed January 2014 - Present
Independent Equities & Options Trader September 2007 - December 2014
Primerica (as license holder only) September 2012 - July 2014
United Way of Greater Los Angeles August 2013 - November 2013
University of Southern California August 2012 - February 2013
University of the District of Columbia March 2012 - August 2012
National Urban Fellows June 2010 - June 2011
Earthquake Country Alliance/Great California ShakeOut 2009 July 2009 - November 2009
Emergency Network Los Angeles June 2008 - June 2009
Windswept Holdings, LLC November 2000 - October 2004
Education
City University of New York-Baruch College 2006 — 2007
MPA, Public Administration
University of California, Berkeley 1987 — 1992
BA, Political Science
Daniel Murphy C.H.S. 1984 — 1987
High School Diploma, College Prep Education
Bobby Bender Bobby Bender's Waddell & Reed Experience August 2013 - November 2014
Job Bank of the West
Industry Financial Services
Experience
Bank of the West November 2014 - Present
Waddell & Reed August 2013 - November 2014
Fairfield Residential 2006 - 2013
Skills
Microsoft Office, Customer Service, Teamwork, Financial Analysis, Public Speaking, Social Media, Economics, Econometrics, Economic Development, Financial Modeling, Investment Advisory, Financial Advisory, Economic Modeling
Education
California State University San Marcos
Bachelor of Arts (B.A.), Econometrics and Quantitative Economics
Bank of the West November 2014 - Present
Waddell & Reed August 2013 - November 2014
Fairfield Residential 2006 - 2013
Skills
Microsoft Office, Customer Service, Teamwork, Financial Analysis, Public Speaking, Social Media, Economics, Econometrics, Economic Development, Financial Modeling, Investment Advisory, Financial Advisory, Economic Modeling
Education
California State University San Marcos
Bachelor of Arts (B.A.), Econometrics and Quantitative Economics
Robert Wyosnick's Waddell & Reed Experience May 2013 - August 2013
Job Field Service Expert | Inside Sales Representative at ServiceMax
Industry Information Technology and Services
Experience
ServiceMax November 2014 - September 2015
Sumo Logic July 2014 - October 2014
Waddell & Reed May 2013 - August 2013
Bizness Apps May 2011 - August 2011
Education
California State University-Chico 2010 — 2014
Bachelor's Degree, Business Administration, Finance
ServiceMax November 2014 - September 2015
Sumo Logic July 2014 - October 2014
Waddell & Reed May 2013 - August 2013
Bizness Apps May 2011 - August 2011
Education
California State University-Chico 2010 — 2014
Bachelor's Degree, Business Administration, Finance
Elisha Fields Elisha Fields's Waddell & Reed Experience July 2011 - February 2012
Job Operations Assistant Manager at WalMart
Industry Retail
Experience
Walmart March 2012 - Present
Waddell & Reed July 2011 - February 2012
Quintiles July 2010 - July 2010
Skills
Investment Advisory..., Teaching, Pharmaceutical Sales, Operations Management, Retail, Management
Education
University of Mary 2009 — 2010
Master of Business Administration (M.B.A.), Business Administration and Management, General, 4.0
Kansas State University 2005 — 2008
Bachelor of Science (BS), Elementary Education and Teaching
Barton County Community College 2000 — 2002
Associate of Science (A.S.), Social Sciences
Walmart March 2012 - Present
Waddell & Reed July 2011 - February 2012
Quintiles July 2010 - July 2010
Skills
Investment Advisory..., Teaching, Pharmaceutical Sales, Operations Management, Retail, Management
Education
University of Mary 2009 — 2010
Master of Business Administration (M.B.A.), Business Administration and Management, General, 4.0
Kansas State University 2005 — 2008
Bachelor of Science (BS), Elementary Education and Teaching
Barton County Community College 2000 — 2002
Associate of Science (A.S.), Social Sciences
Kimberly Surber, CFP CDFA Kimberly Surber, CFP CDFA's Waddell & Reed Experience September 2000 - September 2001
Job Helping Clients and their Families to Live Their Life's Vision
Industry Financial Services
Experience
Encore Financial Consulting October 2001 - Present
The Strategic Financial Alliance October 2001 - Present
Waddell & Reed September 2000 - September 2001
Invest Financial 1998 - 2000
Skills
Retirement Planning, Retirement, Strategic Financial..., Financial Planners, Portfolio Management, Fixed Annuities, Investment Advisory, IRAs, Long Term Care Insurance, Wealth Management, Series 7, 401k, Social Security Income..., 401k Rollovers, 529 Plans, Disability Insurance, Life Insurance, Certified Financial..., Mutual Funds, Estate Planning, Investment Strategies, Investment Management, Small Business, Long-term Care, Securities, Financial Advisory, Insurance, Investments, Series 63, Term Life Insurance, Whole Life, Variable Annuities, Wealth, FINRA, Series 6, Financial Services, Finance, Roth IRA, Asset Allocation, Personal Finance, Wealth Management..., Asset Management, Universal Life
Education
Oglethorpe University 1998 — 2000
Certified Financial Planner, CFP Program
University of California, Los Angeles 1992 — 1995
BA, Music Performance
California State University-Long Beach 1989 — 1992
BA, Music Performance
Encore Financial Consulting October 2001 - Present
The Strategic Financial Alliance October 2001 - Present
Waddell & Reed September 2000 - September 2001
Invest Financial 1998 - 2000
Skills
Retirement Planning, Retirement, Strategic Financial..., Financial Planners, Portfolio Management, Fixed Annuities, Investment Advisory, IRAs, Long Term Care Insurance, Wealth Management, Series 7, 401k, Social Security Income..., 401k Rollovers, 529 Plans, Disability Insurance, Life Insurance, Certified Financial..., Mutual Funds, Estate Planning, Investment Strategies, Investment Management, Small Business, Long-term Care, Securities, Financial Advisory, Insurance, Investments, Series 63, Term Life Insurance, Whole Life, Variable Annuities, Wealth, FINRA, Series 6, Financial Services, Finance, Roth IRA, Asset Allocation, Personal Finance, Wealth Management..., Asset Management, Universal Life
Education
Oglethorpe University 1998 — 2000
Certified Financial Planner, CFP Program
University of California, Los Angeles 1992 — 1995
BA, Music Performance
California State University-Long Beach 1989 — 1992
BA, Music Performance
Dennis Steele's Waddell & Reed Experience January 2008 - February 2009
Job UBS Wealth Management : Client Resolution Specialist
Industry Financial Services
Experience
UBS Wealth Management January 2011 - Present
H & R Block January 2011 - May 2012
Fifth Third Bank March 2009 - May 2011
Waddell & Reed January 2008 - February 2009
Edward Jones May 2007 - December 2007
Ingrams Water & Air July 2003 - May 2007
Arlex Technologies May 2003 - July 2003
Innovative Technical Solutions, LLC March 2001 - May 2003
USAF May 1988 - August 1995
Skills
Investments, Financial Services, Finance, Series 7, Securities, Fixed Annuities, Health Insurance, Uniform Combined State..., Mutual Funds, Series 66, Term Life Insurance, Sales, Financial Advisory, Portfolio Management, Wealth Management, Annuities, Social Security, Strategic Financial...
Education
Brescia University 1996 — 2000
BS
Owensboro High School 1982 — 1986
UBS Wealth Management January 2011 - Present
H & R Block January 2011 - May 2012
Fifth Third Bank March 2009 - May 2011
Waddell & Reed January 2008 - February 2009
Edward Jones May 2007 - December 2007
Ingrams Water & Air July 2003 - May 2007
Arlex Technologies May 2003 - July 2003
Innovative Technical Solutions, LLC March 2001 - May 2003
USAF May 1988 - August 1995
Skills
Investments, Financial Services, Finance, Series 7, Securities, Fixed Annuities, Health Insurance, Uniform Combined State..., Mutual Funds, Series 66, Term Life Insurance, Sales, Financial Advisory, Portfolio Management, Wealth Management, Annuities, Social Security, Strategic Financial...
Education
Brescia University 1996 — 2000
BS
Owensboro High School 1982 — 1986
Michelle Christensen Michelle Christensen's Waddell & Reed Experience May 2010 - June 2010
Job Job Seeking in Tucson
Industry Chemicals
Experience
Society of Women Engineers April 2013 - April 2014
Brigham Young University August 2010 - January 2014
The Dow Chemical Company May 2013 - August 2013
CH2M HILL Plateau Remediation Company June 2012 - August 2012
CH2M HILL Plateau Remediation Company April 2011 - August 2011
Waddell & Reed May 2010 - June 2010
George Prout Pool & Ranchette Estates Club January 2009 - January 2010
Skills
Chemistry, MathCAD, Microsoft Excel, Leadership, Chemical Engineering, Microsoft Word, Thermodynamics, Heat Transfer, Fluid Mechanics, Engineering, Materials Science, Process Optimization, Process Simulation, Matlab, Statistics, Project Management, Labview, Process Engineering, Technical Writing, Experimentation, Mathematica, Materials, Design of Experiments
Education
Brigham Young University 2010 — 2014
B.S, Chemical Engineering
Study Abroad at Nanjing University 2012 — 2012
Globalization and Chinese Culture
Society of Women Engineers April 2013 - April 2014
Brigham Young University August 2010 - January 2014
The Dow Chemical Company May 2013 - August 2013
CH2M HILL Plateau Remediation Company June 2012 - August 2012
CH2M HILL Plateau Remediation Company April 2011 - August 2011
Waddell & Reed May 2010 - June 2010
George Prout Pool & Ranchette Estates Club January 2009 - January 2010
Skills
Chemistry, MathCAD, Microsoft Excel, Leadership, Chemical Engineering, Microsoft Word, Thermodynamics, Heat Transfer, Fluid Mechanics, Engineering, Materials Science, Process Optimization, Process Simulation, Matlab, Statistics, Project Management, Labview, Process Engineering, Technical Writing, Experimentation, Mathematica, Materials, Design of Experiments
Education
Brigham Young University 2010 — 2014
B.S, Chemical Engineering
Study Abroad at Nanjing University 2012 — 2012
Globalization and Chinese Culture
Philip Giordano's Waddell & Reed Experience June 2005 - September 2009
Job VP Key Center Manager at KeyBank
Industry Financial Services
Experience
KeyBank July 2010 - Present
Significance Matters June 2005 - March 2010
Waddell & Reed June 2005 - September 2009
Citizens Bank October 1997 - May 2005
Bank of America 2002 - 2005
Skills
Small Business Lending, Consumer Lending, Credit, Coaching, Management, Leadership, Risk Management, Training, Management Consulting, Finance, Retail Banking, Team Building, Customer Service, Small Business, Sales, Executive Coaching, Strategy, Financial Analysis, Analysis, Business Development, Commercial Banking, Financial Services, Leadership Development, MBTI, Team Leadership, Portfolio Management
Education
University of Southern Maine 2014 — 2016
Master's Degree, Leadership Studies
Bentley University
Bachelor's Degree, Business, Management, Marketing, and Related Support Services
College of Financial Planning
KeyBank July 2010 - Present
Significance Matters June 2005 - March 2010
Waddell & Reed June 2005 - September 2009
Citizens Bank October 1997 - May 2005
Bank of America 2002 - 2005
Skills
Small Business Lending, Consumer Lending, Credit, Coaching, Management, Leadership, Risk Management, Training, Management Consulting, Finance, Retail Banking, Team Building, Customer Service, Small Business, Sales, Executive Coaching, Strategy, Financial Analysis, Analysis, Business Development, Commercial Banking, Financial Services, Leadership Development, MBTI, Team Leadership, Portfolio Management
Education
University of Southern Maine 2014 — 2016
Master's Degree, Leadership Studies
Bentley University
Bachelor's Degree, Business, Management, Marketing, and Related Support Services
College of Financial Planning
Fahad Masud Fahad Masud's Waddell & Reed Experience April 2014 - June 2014
Job Engineering Technician
Industry Investment Management
Experience
Geo Environ June 2012 - Present
DaVinci Financial & Insurance Associates September 2014 - March 2015
Waddell & Reed April 2014 - June 2014
Skills
Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, Leadership, Financial Analysis, PowerPoint, Data Analysis, Investments, Budgets, Process Improvement
Education
California State University-Fullerton 2009 — 2014
Bachelor of Arts (B.A.), Finance, General
California State University-Fullerton
Bachelor of Business Administration (B.B.A.), Finance, General
Geo Environ June 2012 - Present
DaVinci Financial & Insurance Associates September 2014 - March 2015
Waddell & Reed April 2014 - June 2014
Skills
Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, Leadership, Financial Analysis, PowerPoint, Data Analysis, Investments, Budgets, Process Improvement
Education
California State University-Fullerton 2009 — 2014
Bachelor of Arts (B.A.), Finance, General
California State University-Fullerton
Bachelor of Business Administration (B.B.A.), Finance, General
Patrick Revels Patrick Revels's Waddell & Reed Experience February 2003 - March 2005
Job Vice President, Branch Manager
Industry Financial Services
Experience
Fidelity Investments July 2013 - Present
TD Ameritrade April 2005 - June 2013
Waddell & Reed February 2003 - March 2005
MetLife January 2002 - January 2003
Albertsons March 1992 - February 1997
Skills
New Business Development, Operations Management, Coaching, Team Building, Business Strategy, Sales Management, Customer Service, Strategic Financial..., Risk Management, Strategic Planning, Management
Education
Boise State University 1995 — 1999
Bachelor's degree, Business Administration and Management, General
Security Licenses Currently Held
Series 7, 63, 65, 9, 10, State of Nevada Life, Health and Annuities
Fidelity Investments July 2013 - Present
TD Ameritrade April 2005 - June 2013
Waddell & Reed February 2003 - March 2005
MetLife January 2002 - January 2003
Albertsons March 1992 - February 1997
Skills
New Business Development, Operations Management, Coaching, Team Building, Business Strategy, Sales Management, Customer Service, Strategic Financial..., Risk Management, Strategic Planning, Management
Education
Boise State University 1995 — 1999
Bachelor's degree, Business Administration and Management, General
Security Licenses Currently Held
Series 7, 63, 65, 9, 10, State of Nevada Life, Health and Annuities
Dustin Pesch Dustin Pesch's Waddell & Reed Experience September 2012 - October 2013
Job Executive Recruiter at CyberCoders
Industry Staffing and Recruiting
Experience
CyberCoders October 2014 - Present
YapStone April 2014 - September 2014
Merrill Lynch October 2013 - April 2014
Waddell & Reed September 2012 - October 2013
Skills
Management, Sales, Recruiting, Strategic Planning, English, Customer Service, Research, Negotiation, Microsoft Excel, Public Speaking, Microsoft Office, PowerPoint, Outlook, Budgets, Microsoft Word, Windows, Time Travel, Social Networking, Telemarketing, Time Management, Premiere Elements, HTML, Editing, Leadership, Social Media, Cold Calling, Business Development, Social Media Marketing, iOS, Andriod, Application Engineers, Cloud Applications, Interviews, Salesforce.com, Temporary Placement, CRM
Education
California State University-Chico 2007 — 2012
Bachelor of Arts (B.A.), International Economics
CyberCoders October 2014 - Present
YapStone April 2014 - September 2014
Merrill Lynch October 2013 - April 2014
Waddell & Reed September 2012 - October 2013
Skills
Management, Sales, Recruiting, Strategic Planning, English, Customer Service, Research, Negotiation, Microsoft Excel, Public Speaking, Microsoft Office, PowerPoint, Outlook, Budgets, Microsoft Word, Windows, Time Travel, Social Networking, Telemarketing, Time Management, Premiere Elements, HTML, Editing, Leadership, Social Media, Cold Calling, Business Development, Social Media Marketing, iOS, Andriod, Application Engineers, Cloud Applications, Interviews, Salesforce.com, Temporary Placement, CRM
Education
California State University-Chico 2007 — 2012
Bachelor of Arts (B.A.), International Economics
Ramzi Khoury Ramzi Khoury's Waddell & Reed Experience September 2014 - December 2014
Job Student at California State Polytechnic UniversityPomona
Industry Accounting
Experience
Waddell & Reed September 2014 - December 2014
daniels jewelers October 2013 - September 2014
Skills
Sales, Computer Proficiency, Microsoft Office, Microsoft Word, Leadership, Time Management, PowerPoint, QuickBooks, Customer Service, Microsoft Excel, Financial Accounting
Education
California State Polytechnic University-Pomona 2012 — 2016
Bachelor's degree, Accounting
Waddell & Reed September 2014 - December 2014
daniels jewelers October 2013 - September 2014
Skills
Sales, Computer Proficiency, Microsoft Office, Microsoft Word, Leadership, Time Management, PowerPoint, QuickBooks, Customer Service, Microsoft Excel, Financial Accounting
Education
California State Polytechnic University-Pomona 2012 — 2016
Bachelor's degree, Accounting
Hyrum Lindquist's Waddell & Reed Experience February 2015 - Present
Job Financial Advisor at Waddell & Reed
Industry Financial Services
Experience
Waddell & Reed February 2015 - Present
Brigham Young University Hawaii November 2013 - December 2014
Seek Spot by be our guest November 2013 - November 2014
Put it in a Pita August 2013 - December 2013
Brigham Young University Hawaii September 2011 - August 2013
Brigham Young University Hawaii September 2011 - June 2013
Pacific Jointers November 2010 - June 2011
The Church of Jesus Christ of Latter-day Saints November 2008 - November 2010
Skills
Time Management, Lean Six Sigma, Team Leadership, Project Management, Teamwork, Public Speaking, Communication, Critical Thinking, PowerPoint, Microsoft Excel, Marketing, Entrepreneurship, Customer Service, Business Development..., SAP Terp10, Training, Management, Leadership, Microsoft Office
Education
Brigham Young University - Hawaii 2011 — 2014
Bachelor of Business Administration (B.B.A.), Supply Chain/Operations and Marketing Tracks, Grade: 3.55/4.0
Waddell & Reed February 2015 - Present
Brigham Young University Hawaii November 2013 - December 2014
Seek Spot by be our guest November 2013 - November 2014
Put it in a Pita August 2013 - December 2013
Brigham Young University Hawaii September 2011 - August 2013
Brigham Young University Hawaii September 2011 - June 2013
Pacific Jointers November 2010 - June 2011
The Church of Jesus Christ of Latter-day Saints November 2008 - November 2010
Skills
Time Management, Lean Six Sigma, Team Leadership, Project Management, Teamwork, Public Speaking, Communication, Critical Thinking, PowerPoint, Microsoft Excel, Marketing, Entrepreneurship, Customer Service, Business Development..., SAP Terp10, Training, Management, Leadership, Microsoft Office
Education
Brigham Young University - Hawaii 2011 — 2014
Bachelor of Business Administration (B.B.A.), Supply Chain/Operations and Marketing Tracks, Grade: 3.55/4.0
Rena Vacha Rena Vacha's Waddell & Reed Experience March 2014 - Present
Job Associate Derivative Trade Support Specialist at Waddell & Reed
Industry Financial Services
Experience
Waddell & Reed March 2014 - Present
Waddell & Reed June 2011 - March 2014
Integreon June 2006 - July 2008
Radisson September 2004 - June 2006
Education
Rockhurst University 2014 — 2016
Master of Business Administration (M.B.A.)
Bowling Green State University 2008 — 2010
Master of Arts (M.A.), Music Performance, General
North Dakota State University
Bachelor of Arts (B.A.), Music Performance, General
Waddell & Reed March 2014 - Present
Waddell & Reed June 2011 - March 2014
Integreon June 2006 - July 2008
Radisson September 2004 - June 2006
Education
Rockhurst University 2014 — 2016
Master of Business Administration (M.B.A.)
Bowling Green State University 2008 — 2010
Master of Arts (M.A.), Music Performance, General
North Dakota State University
Bachelor of Arts (B.A.), Music Performance, General
C.J. Robinson's Waddell & Reed Experience May 2003 - August 2005
Job Wealth Management Advisor at TIAACREF
Industry Financial Services
Experience
TIAA-CREF July 2014 - Present
PNC Wealth Management August 2010 - June 2014
Branch Banking and Trust August 2005 - August 2010
Waddell & Reed May 2003 - August 2005
Aflac June 2002 - May 2003
Skills
Investments, Portfolio Management, Wealth Management, Mutual Funds, Estate Planning, Insurance, Banking, Investment Advisory, Strategic Financial..., Series 7, Life Insurance, Credit, Asset Allocation, Financial Analysis
Education
Bellarmine University 1998 — 2002
Bachelor, Computer Science
TIAA-CREF July 2014 - Present
PNC Wealth Management August 2010 - June 2014
Branch Banking and Trust August 2005 - August 2010
Waddell & Reed May 2003 - August 2005
Aflac June 2002 - May 2003
Skills
Investments, Portfolio Management, Wealth Management, Mutual Funds, Estate Planning, Insurance, Banking, Investment Advisory, Strategic Financial..., Series 7, Life Insurance, Credit, Asset Allocation, Financial Analysis
Education
Bellarmine University 1998 — 2002
Bachelor, Computer Science
Anthony Loubet Anthony Loubet's Waddell & Reed Experience August 2007 - August 2012
Job Judicial Law Clerk/Bailiff at Utah Fourth District Court
Industry Legal Services
Experience
Utah Fourth District Court May 2015 - Present
SPAULDING GOMM - Business & Estate Attorneys May 2014 - April 2015
J. Reuben Clark Law School August 2012 - April 2015
Jason White & Associates, Attorneys at Law July 2013 - April 2014
Utah Fourth District Court June 2013 - August 2013
J. Reuben Clark Law School May 2013 - August 2013
Utley & White: Attorneys at Law May 2013 - June 2013
Anthony E. Loubet: Tax Prep and Financial Services January 2009 - April 2013
Waddell & Reed August 2007 - August 2012
Ventura Pest Control September 2005 - December 2008
Skills
Public Speaking, Strategic Planning, Insurance, Retirement Planning, Estate Planning, Financial Analysis, Investments, Strategic Financial..., Budgets, Legal Research, Legal Writing, Student Leadership, Negotiation, Microsoft Office, Tax, Research, Courts, Management, Finance, Criminal Law, Public Policy, Civil Litigation, Mediation, Corporate Law, Financial Planning
Education
Brigham Young University—J. Reuben Clark Law School 2012 — 2015
Candidate for Doctorate, Juris Doctorate
California Lutheran University
Bachelors of Science, Business Management
Moorpark College 2003 — 2006
Associates Degree, Liberal Arts
Utah Fourth District Court May 2015 - Present
SPAULDING GOMM - Business & Estate Attorneys May 2014 - April 2015
J. Reuben Clark Law School August 2012 - April 2015
Jason White & Associates, Attorneys at Law July 2013 - April 2014
Utah Fourth District Court June 2013 - August 2013
J. Reuben Clark Law School May 2013 - August 2013
Utley & White: Attorneys at Law May 2013 - June 2013
Anthony E. Loubet: Tax Prep and Financial Services January 2009 - April 2013
Waddell & Reed August 2007 - August 2012
Ventura Pest Control September 2005 - December 2008
Skills
Public Speaking, Strategic Planning, Insurance, Retirement Planning, Estate Planning, Financial Analysis, Investments, Strategic Financial..., Budgets, Legal Research, Legal Writing, Student Leadership, Negotiation, Microsoft Office, Tax, Research, Courts, Management, Finance, Criminal Law, Public Policy, Civil Litigation, Mediation, Corporate Law, Financial Planning
Education
Brigham Young University—J. Reuben Clark Law School 2012 — 2015
Candidate for Doctorate, Juris Doctorate
California Lutheran University
Bachelors of Science, Business Management
Moorpark College 2003 — 2006
Associates Degree, Liberal Arts
Alison Yoho Alison Yoho's Waddell & Reed Experience June 2011 - August 2011
Job GIS Technical Specialist at Southern California Edison (SCE)
Industry Information Services
Experience
Southern California Edison (SCE) February 2014 - Present
Redhill Group, Inc. September 2012 - December 2013
California State University Long Beach, University Police August 2010 - August 2013
Waddell & Reed June 2011 - August 2011
Woodrow Wilson Classical High School February 2009 - August 2011
CSULB Outpost Grill August 2009 - December 2010
City of Huntington Beach Building and Safety Department July 2008 - January 2009
Skills
Geography, Geographic Information..., Cartography, Remote Sensing, Data Analysis, Spatial Databases, ArcGIS, Databases
Education
California State University-Long Beach 2015 — 2016
Master of Science (MS), Geographic Information Science and Cartography
California State University-Long Beach 2008 — 2013
Geography, Geographic Information Science and Cartography
Southern California Edison (SCE) February 2014 - Present
Redhill Group, Inc. September 2012 - December 2013
California State University Long Beach, University Police August 2010 - August 2013
Waddell & Reed June 2011 - August 2011
Woodrow Wilson Classical High School February 2009 - August 2011
CSULB Outpost Grill August 2009 - December 2010
City of Huntington Beach Building and Safety Department July 2008 - January 2009
Skills
Geography, Geographic Information..., Cartography, Remote Sensing, Data Analysis, Spatial Databases, ArcGIS, Databases
Education
California State University-Long Beach 2015 — 2016
Master of Science (MS), Geographic Information Science and Cartography
California State University-Long Beach 2008 — 2013
Geography, Geographic Information Science and Cartography
Erica Doktor Cummings Erica Doktor Cummings's Waddell & Reed Experience 2002 - 2003
Job Investor Relations & Marketing
Industry Financial Services
Experience
None February 2012 - Present
Saybrook Capital, LLC March 2006 - February 2012
Wedbush Morgan Securities 2005 - 2006
Insyght 2004 - 2005
iSuppli 2003 - 2004
Waddell & Reed 2002 - 2003
Morgan Stanley 2001 - 2002
Wyle Electronics 1999 - 2001
Skills
Financial Modeling, Valuation, Financial Analysis, Series 7, Strategy, Marketing Strategy, Marketing, Strategic Planning, Private Equity, Investments, Due Diligence, Alternative Investments, Finance, Corporate Finance, Asset Management
Education
California State University-Fullerton - College of Business and Economics 2000 — 2002
MBA, Business Administration and Management, General
University of Southern California 1995 — 1998
BS, Business, Distribution Management
University of Southern California - Marshall School of Business 1995 — 1998
Bachelor of Science (BS), Sales, Distribution, and Marketing Operations, General
None February 2012 - Present
Saybrook Capital, LLC March 2006 - February 2012
Wedbush Morgan Securities 2005 - 2006
Insyght 2004 - 2005
iSuppli 2003 - 2004
Waddell & Reed 2002 - 2003
Morgan Stanley 2001 - 2002
Wyle Electronics 1999 - 2001
Skills
Financial Modeling, Valuation, Financial Analysis, Series 7, Strategy, Marketing Strategy, Marketing, Strategic Planning, Private Equity, Investments, Due Diligence, Alternative Investments, Finance, Corporate Finance, Asset Management
Education
California State University-Fullerton - College of Business and Economics 2000 — 2002
MBA, Business Administration and Management, General
University of Southern California 1995 — 1998
BS, Business, Distribution Management
University of Southern California - Marshall School of Business 1995 — 1998
Bachelor of Science (BS), Sales, Distribution, and Marketing Operations, General
Henry Sladek Henry Sladek's Waddell & Reed Experience January 2004 - June 2005
Job Wealth Management Advisor at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual June 2005 - Present
Waddell & Reed January 2004 - June 2005
Skills
Finance, Financial Planning, Management, Wealth Management, Customer Service, Investments, Retirement Planning, Portfolio Management, Risk Management, Mutual Funds, Wealth Accumulation, Insurance, Strategic Financial..., Securities, Life Insurance, Fixed Annuities, Wealth Management..., Retirement, Series 7
Education
Bloomsburg University of Pennsylvania 2000 — 2004
B.S.B.A, Major: Finance and Legal Studies; Minor: Accounting
Lewisburg High School 1996 — 2000
Northwestern Mutual June 2005 - Present
Waddell & Reed January 2004 - June 2005
Skills
Finance, Financial Planning, Management, Wealth Management, Customer Service, Investments, Retirement Planning, Portfolio Management, Risk Management, Mutual Funds, Wealth Accumulation, Insurance, Strategic Financial..., Securities, Life Insurance, Fixed Annuities, Wealth Management..., Retirement, Series 7
Education
Bloomsburg University of Pennsylvania 2000 — 2004
B.S.B.A, Major: Finance and Legal Studies; Minor: Accounting
Lewisburg High School 1996 — 2000
Rick Pogue, CLU, ChFC Rick Pogue, CLU, ChFC's Waddell & Reed Experience July 2001 - August 2002
Job Investment Advisor / Insurance Analyst
Industry Insurance
Experience
Heffernan Insurance Brokers November 2014 - Present
The Summit Financial Strategies, Inc. April 2014 - October 2014
Principal Financial Group July 2012 - March 2014
M Financial Group January 2009 - September 2010
M Financial Group September 2002 - December 2008
Waddell & Reed July 2001 - August 2002
Skills
Wealth Accumulation..., Wealth Management, Wealth Preservation..., Retirement Plan..., Income Protection, Insurance, Estate Planning, Trusts
Education
The American College 2006 — 2006
Prof. Designation, Chartered Financial Consultant - ChFC
The American College 2005 — 2006
Prof. Designation, Chartered Life Underwriter - CLU
California State University-Monterey Bay 1996 — 1997
BA, Arts & Technology
Heffernan Insurance Brokers November 2014 - Present
The Summit Financial Strategies, Inc. April 2014 - October 2014
Principal Financial Group July 2012 - March 2014
M Financial Group January 2009 - September 2010
M Financial Group September 2002 - December 2008
Waddell & Reed July 2001 - August 2002
Skills
Wealth Accumulation..., Wealth Management, Wealth Preservation..., Retirement Plan..., Income Protection, Insurance, Estate Planning, Trusts
Education
The American College 2006 — 2006
Prof. Designation, Chartered Financial Consultant - ChFC
The American College 2005 — 2006
Prof. Designation, Chartered Life Underwriter - CLU
California State University-Monterey Bay 1996 — 1997
BA, Arts & Technology
Russell Strong Russell Strong's Waddell & Reed Experience April 2013 - Present
Job Manager at Baja Sharkeez Huntington Beach
Industry Restaurants
Experience
Waddell & Reed April 2013 - Present
Baja Sharkeez Huntington Beach January 2005 - Present
Skills
Customer Service, Restaurants, Inventory Management, Microsoft Excel, Restaurant Management, Microsoft Office, Management, Social Media Marketing, Customer Satisfaction, Sales Management, Public Relations, Marketing Strategy, Event Management, Marketing, PowerPoint, Event Planning, Sales, Advertising, Social Media, Budgets, Social Networking
Education
California State University-Long Beach 2004 — 2008
Bachelor of Arts (BA), Business Economics
University of California, Irvine
Personal Financial Planning, Finance and Financial Management Services
Waddell & Reed April 2013 - Present
Baja Sharkeez Huntington Beach January 2005 - Present
Skills
Customer Service, Restaurants, Inventory Management, Microsoft Excel, Restaurant Management, Microsoft Office, Management, Social Media Marketing, Customer Satisfaction, Sales Management, Public Relations, Marketing Strategy, Event Management, Marketing, PowerPoint, Event Planning, Sales, Advertising, Social Media, Budgets, Social Networking
Education
California State University-Long Beach 2004 — 2008
Bachelor of Arts (BA), Business Economics
University of California, Irvine
Personal Financial Planning, Finance and Financial Management Services
Margaret Walker Margaret Walker's Waddell & Reed Experience January 2012 - May 2012
Job Audit Senior Associate at KPMG US
Industry Accounting
Experience
KPMG US July 2015 - Present
KPMG US July 2014 - Present
Rothstein Kass November 2013 - June 2014
Waddell & Reed January 2012 - May 2012
Camp Fern May 2009 - August 2011
Institute of Contemporary Music Performance January 2011 - May 2011
Skills
Proficient in Microsoft..., Experience with..., Strong communication..., Collaborative..., Financial Analysis, Outlook, Accounting, Financial Accounting, Strategic Financial..., Microsoft Office, Research, Financial Planners, Financial Modeling, Investments, Morningstar, Retirement Planning
Education
Southern Methodist University - Cox School of Business 2012 — 2013
Master's of Science in Accounting
Rhodes College 2008 — 2012
Bachelor of Arts (BA), Business and Commerce, Economics
Boston University 2011 — 2011
London Study Abroad Internship Program
KPMG US July 2015 - Present
KPMG US July 2014 - Present
Rothstein Kass November 2013 - June 2014
Waddell & Reed January 2012 - May 2012
Camp Fern May 2009 - August 2011
Institute of Contemporary Music Performance January 2011 - May 2011
Skills
Proficient in Microsoft..., Experience with..., Strong communication..., Collaborative..., Financial Analysis, Outlook, Accounting, Financial Accounting, Strategic Financial..., Microsoft Office, Research, Financial Planners, Financial Modeling, Investments, Morningstar, Retirement Planning
Education
Southern Methodist University - Cox School of Business 2012 — 2013
Master's of Science in Accounting
Rhodes College 2008 — 2012
Bachelor of Arts (BA), Business and Commerce, Economics
Boston University 2011 — 2011
London Study Abroad Internship Program
Laurian Lytle Laurian Lytle's Waddell & Reed Experience 2005 - 2009
Job Lecturer at University of Kansas
Industry Investment Management
Experience
University of Kansas May 2015 - Present
University of Central Missouri August 2011 - December 2014
Waddell & Reed 2005 - 2009
Principal Global Investors 2000 - 2005
Firstar Bank 1995 - 2000
University of Wisconsin - Whitewater 1992 - 1995
University of Wisconsin-Madison 1991 - 1992
Rockurst College 1990 - 1991
University of Kansas 1983 - 1990
Skills
Investments, Corporate Finance, Finance, Statistics, Macroeconomics, Managerial Finance, Teaching, Economics, Financial Analysis, Research, Data Analysis, Public Speaking, Operations Management, Financial Modeling, Microsoft Excel, Analysis, Equity Research, Valuation, Higher Education
Education
CFA Institute 1996 — 1998
CFA charter
University of Kansas - Graduate School of Business 1985 — 1992
Ph.D, Finance
The University of Kansas 1983 — 1987
M.A., Economics
University of Kansas 1983 — 1987
Doctor of Philosophy (Ph.D.), Finance
Harvard University, John F. Kennedy School of Government 1982 — 1983
Public Policy
Bethany College 1979 — 1982
B.S., Business/Economics
Up With People
Up With People
Up With People
Up With People
University of Kansas May 2015 - Present
University of Central Missouri August 2011 - December 2014
Waddell & Reed 2005 - 2009
Principal Global Investors 2000 - 2005
Firstar Bank 1995 - 2000
University of Wisconsin - Whitewater 1992 - 1995
University of Wisconsin-Madison 1991 - 1992
Rockurst College 1990 - 1991
University of Kansas 1983 - 1990
Skills
Investments, Corporate Finance, Finance, Statistics, Macroeconomics, Managerial Finance, Teaching, Economics, Financial Analysis, Research, Data Analysis, Public Speaking, Operations Management, Financial Modeling, Microsoft Excel, Analysis, Equity Research, Valuation, Higher Education
Education
CFA Institute 1996 — 1998
CFA charter
University of Kansas - Graduate School of Business 1985 — 1992
Ph.D, Finance
The University of Kansas 1983 — 1987
M.A., Economics
University of Kansas 1983 — 1987
Doctor of Philosophy (Ph.D.), Finance
Harvard University, John F. Kennedy School of Government 1982 — 1983
Public Policy
Bethany College 1979 — 1982
B.S., Business/Economics
Up With People
Up With People
Up With People
Up With People
Maura Monahan-Hansen Maura Monahan-Hansen's Waddell & Reed Experience January 2012 - March 2012
Job Customer Service Rep at HSN
Industry Consumer Services
Experience
HSN July 2012 - Present
Mortgage Investors Corporation March 2012 - April 2012
Waddell & Reed January 2012 - March 2012
KenCrest Services, Inc. October 2007 - August 2009
Education
Bucks County Community College 2001 — 2003
Metal and Jewelry Arts, 4.0
HSN July 2012 - Present
Mortgage Investors Corporation March 2012 - April 2012
Waddell & Reed January 2012 - March 2012
KenCrest Services, Inc. October 2007 - August 2009
Education
Bucks County Community College 2001 — 2003
Metal and Jewelry Arts, 4.0
Carla Molhoek Carla Molhoek's Waddell & Reed Experience October 2006 - August 2010
Job Financial Advisor at VALIC
Industry Investment Management
Experience
VALIC September 2010 - Present
Waddell & Reed October 2006 - August 2010
The Boeing Company/ Spirit AeroSystems September 1988 - May 2006
Boeing Commercial Airplanes 1988 - 2005
Skills
Series 66, Series 7, MBA, Portfolio Management, Financial Analysis, Compliance, Retirement, Securities, Facilities Management
Education
Webster University - Wichita, KS campus 1990 — 1992
MBA, Management
Emporia State University 1984 — 1986
BS, Finance
Butler Community College 1983 — 1984
Associate Degree, Business
VALIC September 2010 - Present
Waddell & Reed October 2006 - August 2010
The Boeing Company/ Spirit AeroSystems September 1988 - May 2006
Boeing Commercial Airplanes 1988 - 2005
Skills
Series 66, Series 7, MBA, Portfolio Management, Financial Analysis, Compliance, Retirement, Securities, Facilities Management
Education
Webster University - Wichita, KS campus 1990 — 1992
MBA, Management
Emporia State University 1984 — 1986
BS, Finance
Butler Community College 1983 — 1984
Associate Degree, Business
Charles Yarnold, AIF® Charles Yarnold, AIF®'s Waddell & Reed Experience June 2006 - October 2007
Job Vice President of Wealth Management
Industry Financial Services
Experience
Focused Wealth Managment 2007 - Present
Waddell & Reed June 2006 - October 2007
Northwestern Mutual June 2005 - June 2006
Education
Fiduciary 360 2011 — 2011
AIF®, Fiduciary and Ethical Standards
Boston University 2008 — 2009
CFP, Certified Financial Planning
Rensselaer Polytechnic Institute - The Lally School of Management and Technology 2002 — 2006
Bachelor's degree, Business Management, 3.63 GPA
Focused Wealth Managment 2007 - Present
Waddell & Reed June 2006 - October 2007
Northwestern Mutual June 2005 - June 2006
Education
Fiduciary 360 2011 — 2011
AIF®, Fiduciary and Ethical Standards
Boston University 2008 — 2009
CFP, Certified Financial Planning
Rensselaer Polytechnic Institute - The Lally School of Management and Technology 2002 — 2006
Bachelor's degree, Business Management, 3.63 GPA
Brian Wheeler, Sales Manager Brian Wheeler, Sales Manager's Waddell & Reed Experience January 2009 - December 2013
Job Financial Advisor at MassMutual Financial Group Looking for individuals to join our team.
Industry Financial Services
Experience
MassMutual Nevada December 2013 - Present
Waddell & Reed January 2009 - December 2013
Etechs Charter School 2010 - 2011
B. Daniel Door & Hardware June 1998 - June 2009
Robert A. Wheeler Construction Co. June 1997 - June 2009
BANN Board of Directors 2004 - 2009
Greystone Custom Builders 1997 - 1999
Education
California State Polytechnic University-Pomona 1984 — 1989
B.S. Engineering Technology, Construction, Engineering
MassMutual Nevada December 2013 - Present
Waddell & Reed January 2009 - December 2013
Etechs Charter School 2010 - 2011
B. Daniel Door & Hardware June 1998 - June 2009
Robert A. Wheeler Construction Co. June 1997 - June 2009
BANN Board of Directors 2004 - 2009
Greystone Custom Builders 1997 - 1999
Education
California State Polytechnic University-Pomona 1984 — 1989
B.S. Engineering Technology, Construction, Engineering
Frank Deptola Frank Deptola's Waddell & Reed Experience 2006 - 2008
Job Independent, unbiased, feebased financial advice for affluent clients.
Industry Financial Services
Experience
Frank Deptola & Associates, LLC May 2012 - Present
VALIC January 2008 - May 2012
Waddell & Reed 2006 - 2008
Comalco, Martin Marietta Aluminum, & Alcoa 1973 - 2005
Skills
Investments, Series 7, Mutual Funds, Retirement Planning, Wealth Management, Estate Planning, Investment Advisory, Strategic Planning, Alternative Investments, Portfolio Management, Asset Management, Financial Planning, 401(k) plans
Education
University of Southern California - Marshall School of Business 1989 — 1991
Master of Business Administration (MBA), Finance
California State University-Fullerton - College of Business and Economics
Master of Science (M.S.), Taxation
University of California, Irvine
Middle Management Program at the Graduate School of Administration
University of Pittsburgh
Bachelor of Arts (B.A.), Political Science
Frank Deptola & Associates, LLC May 2012 - Present
VALIC January 2008 - May 2012
Waddell & Reed 2006 - 2008
Comalco, Martin Marietta Aluminum, & Alcoa 1973 - 2005
Skills
Investments, Series 7, Mutual Funds, Retirement Planning, Wealth Management, Estate Planning, Investment Advisory, Strategic Planning, Alternative Investments, Portfolio Management, Asset Management, Financial Planning, 401(k) plans
Education
University of Southern California - Marshall School of Business 1989 — 1991
Master of Business Administration (MBA), Finance
California State University-Fullerton - College of Business and Economics
Master of Science (M.S.), Taxation
University of California, Irvine
Middle Management Program at the Graduate School of Administration
University of Pittsburgh
Bachelor of Arts (B.A.), Political Science
Patricia Noe Patricia Noe's Waddell & Reed Experience March 2006 - August 2011
Job
Industry Financial Services
Experience
Baystate Financial Services August 2011 - Present
Waddell & Reed March 2006 - August 2011
Brown, Rudnick, Freed & Gesmer January 1996 - April 2000
Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates December 1992 - December 1995
Document Automation Corp. / Discovery Systems, Inc. 1988 - 1992
Education
Simmons School of Management
MBA, Business
Boston University
BA, History
Baystate Financial Services August 2011 - Present
Waddell & Reed March 2006 - August 2011
Brown, Rudnick, Freed & Gesmer January 1996 - April 2000
Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates December 1992 - December 1995
Document Automation Corp. / Discovery Systems, Inc. 1988 - 1992
Education
Simmons School of Management
MBA, Business
Boston University
BA, History
Kyle Casey Kyle Casey's Waddell & Reed Experience 2002 - September 2002
Job Field Agent at Knights of Columbus
Industry Insurance
Experience
Knights of Columbus Insurance October 2002 - Present
Waddell & Reed 2002 - September 2002
AFS-USA, Inc. 1995 - January 2002
Skills
IRAs, Roth IRA, Long-term Care, Retirement Planning, Life Insurance, Permanent Life Insurance, Fixed Annuities, Long Term Care Insurance, Term Life Insurance, Estate Planning, Disability Insurance, Insurance, Estate Preservation, Financial Planners, 401k Rollovers, Licensed Life Insurance..., Whole Life, Wealth Preservation..., Licensed Life & Health..., Retirement, Key Person Insurance, Retirement Savings, Health Insurance, Wealth Accumulation, Guaranteed Lifetime..., Buy-sell Agreements, Annuity Sales, SEP IRA, Wealth Management, Investments, Risk Management, College Savings Plans, Small Business, Traditional IRA, Wealth, Public Speaking, Strategic Financial..., Succession Planning, Qualified Retirement..., 401k, Charitable Gift Planning, Financial Analysis, Personal Financial..., 529 Plans, Underwriting, Wealth Management..., Public Relations, Variable Annuities, Employee Benefits, Financial Planning
Education
Cal Poly San Luis Obispo 1990 — 1994
Bachelor of Arts, Political Science
Instituto Tecnico Luis Bogran - Honduras 1989 — 1990
Knights of Columbus Insurance October 2002 - Present
Waddell & Reed 2002 - September 2002
AFS-USA, Inc. 1995 - January 2002
Skills
IRAs, Roth IRA, Long-term Care, Retirement Planning, Life Insurance, Permanent Life Insurance, Fixed Annuities, Long Term Care Insurance, Term Life Insurance, Estate Planning, Disability Insurance, Insurance, Estate Preservation, Financial Planners, 401k Rollovers, Licensed Life Insurance..., Whole Life, Wealth Preservation..., Licensed Life & Health..., Retirement, Key Person Insurance, Retirement Savings, Health Insurance, Wealth Accumulation, Guaranteed Lifetime..., Buy-sell Agreements, Annuity Sales, SEP IRA, Wealth Management, Investments, Risk Management, College Savings Plans, Small Business, Traditional IRA, Wealth, Public Speaking, Strategic Financial..., Succession Planning, Qualified Retirement..., 401k, Charitable Gift Planning, Financial Analysis, Personal Financial..., 529 Plans, Underwriting, Wealth Management..., Public Relations, Variable Annuities, Employee Benefits, Financial Planning
Education
Cal Poly San Luis Obispo 1990 — 1994
Bachelor of Arts, Political Science
Instituto Tecnico Luis Bogran - Honduras 1989 — 1990
Patty Stephens Patty Stephens's Waddell & Reed Experience August 2008 - April 2010
Job Design Consultant at 3 Day Blinds
Industry Retail
Experience
3 Day Blinds August 2011 - Present
MB Financial Bank April 2010 - August 2011
Waddell & Reed August 2008 - April 2010
Education
Benedictine University 1995 — 2000
MBA
Illinois State University 1989 — 1993
BS, Business Administration
3 Day Blinds August 2011 - Present
MB Financial Bank April 2010 - August 2011
Waddell & Reed August 2008 - April 2010
Education
Benedictine University 1995 — 2000
MBA
Illinois State University 1989 — 1993
BS, Business Administration
David Arzumanov David Arzumanov's Waddell & Reed Experience November 2013 - March 2014
Job Sr. Collateral Analyst at GemCap
Industry Information Technology and Services
Experience
GemCap March 2014 - Present
Waddell & Reed November 2013 - March 2014
Barin Restaurant and Bazaar Market January 2010 - March 2014
MassMutual Financial Group February 2013 - December 2013
Management Association of California State Northridge (MACSUN) December 2011 - December 2012
HOMFIX May 2012 - September 2012
Hookah Lounge June 2010 - June 2011
New England Financial June 2010 - September 2010
Yogurt Zone June 2008 - June 2009
Skills
Accounting, Business Analysis, Windows, Video Games, Photoshop, Picasa, Photo Editing, Speed Reading, Organizing, Food Service, Food Processing, Selling, Sunglasses, Customer Service, Coffee, Personal Finance, Personal Training, Brochures, Catalogs, Typing, 10 Key, Facebook, Analysis, Leadership, Management, Marketing, Teamwork, Budgets, Sales, Finance, Image Editing, Microsoft Excel
Education
California State University-Northridge 2011 — 2013
Bachelor of Science (B.S.), Finance and Financial Management Services, Quality Management and Assurance, Financial Planning, 3.7
Los Angeles Pierce College 2009 — 2011
Transfer, Accounting, Economics, Finance
Palisades Charter High School 2005 — 2009
High School, General Education
GemCap March 2014 - Present
Waddell & Reed November 2013 - March 2014
Barin Restaurant and Bazaar Market January 2010 - March 2014
MassMutual Financial Group February 2013 - December 2013
Management Association of California State Northridge (MACSUN) December 2011 - December 2012
HOMFIX May 2012 - September 2012
Hookah Lounge June 2010 - June 2011
New England Financial June 2010 - September 2010
Yogurt Zone June 2008 - June 2009
Skills
Accounting, Business Analysis, Windows, Video Games, Photoshop, Picasa, Photo Editing, Speed Reading, Organizing, Food Service, Food Processing, Selling, Sunglasses, Customer Service, Coffee, Personal Finance, Personal Training, Brochures, Catalogs, Typing, 10 Key, Facebook, Analysis, Leadership, Management, Marketing, Teamwork, Budgets, Sales, Finance, Image Editing, Microsoft Excel
Education
California State University-Northridge 2011 — 2013
Bachelor of Science (B.S.), Finance and Financial Management Services, Quality Management and Assurance, Financial Planning, 3.7
Los Angeles Pierce College 2009 — 2011
Transfer, Accounting, Economics, Finance
Palisades Charter High School 2005 — 2009
High School, General Education
Kim Tursky, MBA, FLMI, ALHC Kim Tursky, MBA, FLMI, ALHC's Waddell & Reed Experience January 2000 - January 2001
Job Independent Insurance Agency Owner
Industry Financial Services
Experience
Farmers Insurance & Financial Services April 2011 - December 2011
TAG/Perot Systems/Dell May 2003 - February 2010
Transamerica Worksite Marketing January 2001 - November 2002
Waddell & Reed January 2000 - January 2001
Transamerica Occidental Life 1998 - 2000
Transamerica Occidental Life January 1973 - January 1998
Skills
Workers Compensation, Home, Insurance, Claim, Health Insurance, Term Life Insurance, Disability Insurance, Employee Benefits, Underwriting, Risk Management, Fixed Annuities, Customer Service, Marketing, Sales Management, Team Building, Life Insurance, Property & Casualty..., Commercial Insurance, Account Management, New Business Development
Education
Rockhurst University 1995 — 1997
MBA, Business Administration
California State University-Fullerton, Mihaylo College of Business and Economics 1982 — 1992
BA, Business Administration, Economics Concentration
Bloom Township High School
H.S. Diploma, College Prep
Farmers Insurance & Financial Services April 2011 - December 2011
TAG/Perot Systems/Dell May 2003 - February 2010
Transamerica Worksite Marketing January 2001 - November 2002
Waddell & Reed January 2000 - January 2001
Transamerica Occidental Life 1998 - 2000
Transamerica Occidental Life January 1973 - January 1998
Skills
Workers Compensation, Home, Insurance, Claim, Health Insurance, Term Life Insurance, Disability Insurance, Employee Benefits, Underwriting, Risk Management, Fixed Annuities, Customer Service, Marketing, Sales Management, Team Building, Life Insurance, Property & Casualty..., Commercial Insurance, Account Management, New Business Development
Education
Rockhurst University 1995 — 1997
MBA, Business Administration
California State University-Fullerton, Mihaylo College of Business and Economics 1982 — 1992
BA, Business Administration, Economics Concentration
Bloom Township High School
H.S. Diploma, College Prep
Aaron Razavi's Waddell & Reed Experience June 2008 - July 2008
Job Digital Marketing Coordinator
Industry Marketing and Advertising
Experience
CardioTabs June 2011 - Present
Healthcare Realty Development May 2010 - May 2011
Metro Title Inc May 2009 - May 2010
Truman State University January 2008 - May 2010
Adamson Inc May 2009 - August 2009
Dick's Sporting Goods Store May 2007 - August 2008
Waddell & Reed June 2008 - July 2008
Small Plane Partners May 2008 - June 2008
Smart Agreements Corporation May 2007 - August 2007
Skills
Social Media Marketing
Education
Bond University
Truman State University
Bachelor of Science in Psychology, Psychology Major with Emphasis in Business
CardioTabs June 2011 - Present
Healthcare Realty Development May 2010 - May 2011
Metro Title Inc May 2009 - May 2010
Truman State University January 2008 - May 2010
Adamson Inc May 2009 - August 2009
Dick's Sporting Goods Store May 2007 - August 2008
Waddell & Reed June 2008 - July 2008
Small Plane Partners May 2008 - June 2008
Smart Agreements Corporation May 2007 - August 2007
Skills
Social Media Marketing
Education
Bond University
Truman State University
Bachelor of Science in Psychology, Psychology Major with Emphasis in Business
Alex Petrovic's Waddell & Reed Experience 1984 - 1990
Job Owner, Petrovic Financial Services, Inc.
Industry Financial Services
Experience
Petrovic Financial Services, Inc. / Registered Principal at Raymond James Financial Services April 2002 - Present
Bridge Home for Children 1991 - Present
Rotary Club 13 2006 - 2014
BMA Financial Services 1990 - 2002
Waddell & Reed 1984 - 1990
Skills
Retirement Planning, Small Business, Investment Management, Estate Planning, Investments
Education
Benedictine College 1966 — 1970
B.A., Political Science
De La Salle High School
Petrovic Financial Services, Inc. / Registered Principal at Raymond James Financial Services April 2002 - Present
Bridge Home for Children 1991 - Present
Rotary Club 13 2006 - 2014
BMA Financial Services 1990 - 2002
Waddell & Reed 1984 - 1990
Skills
Retirement Planning, Small Business, Investment Management, Estate Planning, Investments
Education
Benedictine College 1966 — 1970
B.A., Political Science
De La Salle High School
Michael Aragao Michael Aragao's Waddell & Reed Experience April 2001 - September 2003
Job Investment Advisor/Tax Accountant M.W. ARAGAO Investment Advisors, LLC
Industry Investment Management
Experience
M.W. ARAGAO Investment Advisors, LLC September 2003 - Present
Waddell & Reed April 2001 - September 2003
TJX May 2000 - March 2001
Goldman Sachs June 1998 - May 2000
Skills
Risk Management, Technical Analysis, Investments, Asset Management, Financial Planning, Tax, Trading, Retirement Planning, Wealth Management, Economics, Retirement, Asset Allocation, Tax Preparation, Income Tax, Portfolio Management, Strategic Financial..., Asset Managment, Mutual Funds, Financial Services, Alternative Investments, Investment Management, Investment Advisory, Finance, Hedge Funds, Financial Advisory, 401k, Pensions, Private Equity
Education
Bryant University
College for Financial Planning
Investment Company Institute
M.W. ARAGAO Investment Advisors, LLC September 2003 - Present
Waddell & Reed April 2001 - September 2003
TJX May 2000 - March 2001
Goldman Sachs June 1998 - May 2000
Skills
Risk Management, Technical Analysis, Investments, Asset Management, Financial Planning, Tax, Trading, Retirement Planning, Wealth Management, Economics, Retirement, Asset Allocation, Tax Preparation, Income Tax, Portfolio Management, Strategic Financial..., Asset Managment, Mutual Funds, Financial Services, Alternative Investments, Investment Management, Investment Advisory, Finance, Hedge Funds, Financial Advisory, 401k, Pensions, Private Equity
Education
Bryant University
College for Financial Planning
Investment Company Institute
Erick Gerritsen Erick Gerritsen's Waddell & Reed Experience 2008 - 2010
Job Financial Professional
Industry Financial Services
Experience
OneWest Bank 2015 - Present
Popular Community Bank 2013 - 2015
Wells Fargo 2012 - 2013
Chase 2010 - 2012
Waddell & Reed 2008 - 2010
EAG Financial Inc. 2006 - 2010
Skills
Banking, Financial Services, Mortgage Lending, Investments, Financial Planning, Consumer Lending, Treasury Management, Credit, Loans, Small Business Lending, Retail Banking
Education
California State Polytechnic University-Pomona 2002 — 2006
Bachelor of Science (B.S.), Business Administration and Management, Marketing Management
OneWest Bank 2015 - Present
Popular Community Bank 2013 - 2015
Wells Fargo 2012 - 2013
Chase 2010 - 2012
Waddell & Reed 2008 - 2010
EAG Financial Inc. 2006 - 2010
Skills
Banking, Financial Services, Mortgage Lending, Investments, Financial Planning, Consumer Lending, Treasury Management, Credit, Loans, Small Business Lending, Retail Banking
Education
California State Polytechnic University-Pomona 2002 — 2006
Bachelor of Science (B.S.), Business Administration and Management, Marketing Management
Christopher Smeltzer Christopher Smeltzer's Waddell & Reed Experience September 2011 - August 2014
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. August 2014 - Present
Waddell & Reed September 2011 - August 2014
Morgan Stanley October 2009 - September 2011
Education
University of Nevada-Reno 2007 — 2009
California State University Stanislaus 2002 — 2007
Bachelor's degree, Clarinet Performance
Ameriprise Financial Services, Inc. August 2014 - Present
Waddell & Reed September 2011 - August 2014
Morgan Stanley October 2009 - September 2011
Education
University of Nevada-Reno 2007 — 2009
California State University Stanislaus 2002 — 2007
Bachelor's degree, Clarinet Performance
Anees Rana Anees Rana's Waddell & Reed Experience April 2015 - Present
Job Data Analyst at Kforce Inc
Industry Computer Software
Experience
Waddell & Reed April 2015 - Present
COGENT DATA SOLUTIONS LLC October 2007 - April 2015
Rehman Rubber Ind August 1984 - October 1997
Skills
Management, Testing, Security, Project Management, Networking, Telecommunications, Troubleshooting, Strategic Planning, Technical Support, Data Warehousing, Business Process, Active Directory, New Business Development, Start-ups, Business Strategy, Entrepreneurship, Oracle, Business Intelligence, Requirements Gathering, Data Modeling, Business Development, Information Technology, SDLC, Business Analysis, Microsoft Office, Training, Systems Analysis, Team Leadership, Data Architecture, Data Analysis, Databases, Database Design, Data Migration, Relational Data Modeling, Data Profiling, Data Structures, SQL, Requirements Analysis, Analysis, Microsoft Excel, Vendor Management, Microsoft SQL Server
Education
Branford Hall Career Institute-Southington Campus 2013 — 2014
Diplpma, Computer and Information Sciences and Support Services, A-
Central Connecticut State University 1999 — 2003
Engineering, Polymer
Karachi University 1989 — 1991
Master's degree, Economics, Frist Division
Waddell & Reed April 2015 - Present
COGENT DATA SOLUTIONS LLC October 2007 - April 2015
Rehman Rubber Ind August 1984 - October 1997
Skills
Management, Testing, Security, Project Management, Networking, Telecommunications, Troubleshooting, Strategic Planning, Technical Support, Data Warehousing, Business Process, Active Directory, New Business Development, Start-ups, Business Strategy, Entrepreneurship, Oracle, Business Intelligence, Requirements Gathering, Data Modeling, Business Development, Information Technology, SDLC, Business Analysis, Microsoft Office, Training, Systems Analysis, Team Leadership, Data Architecture, Data Analysis, Databases, Database Design, Data Migration, Relational Data Modeling, Data Profiling, Data Structures, SQL, Requirements Analysis, Analysis, Microsoft Excel, Vendor Management, Microsoft SQL Server
Education
Branford Hall Career Institute-Southington Campus 2013 — 2014
Diplpma, Computer and Information Sciences and Support Services, A-
Central Connecticut State University 1999 — 2003
Engineering, Polymer
Karachi University 1989 — 1991
Master's degree, Economics, Frist Division
Gregory Berry Gregory Berry's Waddell & Reed Experience June 2005 - September 2006
Job Research Associate Analyst Flexible Capital at Prime, Buchholz & Associates
Industry Investment Management
Experience
Prime, Buchholz & Associates January 2013 - Present
Prime, Buchholz & Associates January 2008 - December 2012
Prime, Buchholz & Associates September 2006 - December 2007
Waddell & Reed June 2005 - September 2006
Skills
Equity Research, Bloomberg, Equities, Valuation, Alternative Investments, Hedge Funds, Financial Modeling, Asset Allocation, Investments, Quantitative Analytics, Asset Management, Mutual Funds, Investment Strategies, Bloomberg Terminal, Quantitative Research, Data Analysis, Financial Analysis
Education
Bowdoin College 2001 — 2005
Bachelor of Arts (B.A.), Government and Legal Studies
Prime, Buchholz & Associates January 2013 - Present
Prime, Buchholz & Associates January 2008 - December 2012
Prime, Buchholz & Associates September 2006 - December 2007
Waddell & Reed June 2005 - September 2006
Skills
Equity Research, Bloomberg, Equities, Valuation, Alternative Investments, Hedge Funds, Financial Modeling, Asset Allocation, Investments, Quantitative Analytics, Asset Management, Mutual Funds, Investment Strategies, Bloomberg Terminal, Quantitative Research, Data Analysis, Financial Analysis
Education
Bowdoin College 2001 — 2005
Bachelor of Arts (B.A.), Government and Legal Studies
Shen Chen Shen Chen's Waddell & Reed Experience June 2014 - August 2014
Job Financial Analyst at Magellan Development
Industry
Experience
Magellan Development September 2015 - Present
E.S. Schwartz & Company, Inc September 2014 - November 2014
Waddell & Reed June 2014 - August 2014
Bentall Kennedy January 2014 - May 2014
ICBC Credit Suisse Asset Management Co. Ltd. February 2013 - April 2013
HSBC June 2011 - July 2011
Bank of China International May 2011 - June 2011
Skills
Financial Modeling, Investments, Financial Analysis, Risk Management, Banking, Financial Risk, Finance, Due Diligence, Corporate Finance, Financial Services, Accounting, Economics, Financial Markets, Management, Valuation, Wealth Management, Real Estate Development, Retail Banking, Argus Modeling
Education
Brandeis University, Lemberg - International Business School 2013 — 2015
Master of Arts (MA), International Economics and Finance
Purdue University - Krannert School of Management 2010 — 2012
Bachelor of Science (BS), Management Science with Finance Concentration, 3.70 out of 4.0
Capital University of Economics and Business 2009 — 2010
International Finance
Magellan Development September 2015 - Present
E.S. Schwartz & Company, Inc September 2014 - November 2014
Waddell & Reed June 2014 - August 2014
Bentall Kennedy January 2014 - May 2014
ICBC Credit Suisse Asset Management Co. Ltd. February 2013 - April 2013
HSBC June 2011 - July 2011
Bank of China International May 2011 - June 2011
Skills
Financial Modeling, Investments, Financial Analysis, Risk Management, Banking, Financial Risk, Finance, Due Diligence, Corporate Finance, Financial Services, Accounting, Economics, Financial Markets, Management, Valuation, Wealth Management, Real Estate Development, Retail Banking, Argus Modeling
Education
Brandeis University, Lemberg - International Business School 2013 — 2015
Master of Arts (MA), International Economics and Finance
Purdue University - Krannert School of Management 2010 — 2012
Bachelor of Science (BS), Management Science with Finance Concentration, 3.70 out of 4.0
Capital University of Economics and Business 2009 — 2010
International Finance
Patrick McDonald Patrick McDonald's Waddell & Reed Experience September 2013 - January 2014
Job Financial Analyst, Ayco/Goldman Sachs
Industry Financial Services
Experience
Ayco, a Goldman Sachs Company April 2015 - Present
Pacific Gas and Electric Company May 2014 - April 2015
Lyons Magnus February 2014 - May 2014
Waddell & Reed September 2013 - January 2014
California State University, Fresno July 2012 - January 2014
Fresno State December 2012 - September 2013
Lindero Country Club June 2008 - July 2010
Skills
Organized with the..., Proficient in Microsoft..., Comfortable working in..., Strong leadership skills, Dedicated, determined,..., Microsoft Office, Microsoft Excel, Customer Service, Microsoft Word, PowerPoint, Public Speaking, Research, Facebook, Social Networking, Management, Access, Data Analysis, Leadership, Time Management
Education
California State University-Fresno 2010 — 2014
Bachelor of Science (B.S.), Finance, General, Cumulative GPA: 3.30
Agoura High School 2006 — 2010
Ayco, a Goldman Sachs Company April 2015 - Present
Pacific Gas and Electric Company May 2014 - April 2015
Lyons Magnus February 2014 - May 2014
Waddell & Reed September 2013 - January 2014
California State University, Fresno July 2012 - January 2014
Fresno State December 2012 - September 2013
Lindero Country Club June 2008 - July 2010
Skills
Organized with the..., Proficient in Microsoft..., Comfortable working in..., Strong leadership skills, Dedicated, determined,..., Microsoft Office, Microsoft Excel, Customer Service, Microsoft Word, PowerPoint, Public Speaking, Research, Facebook, Social Networking, Management, Access, Data Analysis, Leadership, Time Management
Education
California State University-Fresno 2010 — 2014
Bachelor of Science (B.S.), Finance, General, Cumulative GPA: 3.30
Agoura High School 2006 — 2010
Nick Skinner Nick Skinner's Waddell & Reed Experience 2005 - 2007
Job Business Development at F5 Networks
Industry Marketing and Advertising
Experience
F5 Networks June 2015 - Present
Boeing Commercial Airplanes September 2012 - June 2015
TD Ameritrade May 2009 - July 2012
Microsoft October 2008 - May 2009
Citigroup Smith Barney January 2008 - September 2008
Waddell & Reed 2005 - 2007
United States Air Force January 1999 - January 2003
Skills
Leadership, CRM, Business Strategy, Forecasting, Teamwork, Team Leadership, Data Analysis, Analytics, Marketing, Strategic Planning, Product Development, Business Planning, Salesforce.com, Research, Product Management, Google Analytics, Google Adwords, Project Management, Cross-functional Team..., Social Media, Direct Marketing, Microsoft Office, SaaS, Pricing Strategy, International Business, CRM databases, Negotiation, B2C Sales, Cross Functional..., Contract Negotiation, B2C marketing, Financial Modeling, Sarbanes-Oxley Act, Vendor Management, Management, Strategy, Program Management, Financial Analysis, Process Improvement, Analysis, converged infrastructure, F5 BigIP
Education
University of Washington, Michael G. Foster School of Business 2010 — 2013
Master of Business Administration (M.B.A.), Marketing and Business Strategy
Bellevue College
Bachelor of Science (B.S.), Computer Science
Central Washington University
Bachelor of Arts, Business
Clatskanie High School
Clatskanie High School
F5 Networks June 2015 - Present
Boeing Commercial Airplanes September 2012 - June 2015
TD Ameritrade May 2009 - July 2012
Microsoft October 2008 - May 2009
Citigroup Smith Barney January 2008 - September 2008
Waddell & Reed 2005 - 2007
United States Air Force January 1999 - January 2003
Skills
Leadership, CRM, Business Strategy, Forecasting, Teamwork, Team Leadership, Data Analysis, Analytics, Marketing, Strategic Planning, Product Development, Business Planning, Salesforce.com, Research, Product Management, Google Analytics, Google Adwords, Project Management, Cross-functional Team..., Social Media, Direct Marketing, Microsoft Office, SaaS, Pricing Strategy, International Business, CRM databases, Negotiation, B2C Sales, Cross Functional..., Contract Negotiation, B2C marketing, Financial Modeling, Sarbanes-Oxley Act, Vendor Management, Management, Strategy, Program Management, Financial Analysis, Process Improvement, Analysis, converged infrastructure, F5 BigIP
Education
University of Washington, Michael G. Foster School of Business 2010 — 2013
Master of Business Administration (M.B.A.), Marketing and Business Strategy
Bellevue College
Bachelor of Science (B.S.), Computer Science
Central Washington University
Bachelor of Arts, Business
Clatskanie High School
Clatskanie High School
Loys Hamilton Loys Hamilton's Waddell & Reed Experience October 1986 - October 1988
Job Science Teacher at Alpine School District
Industry Aviation & Aerospace
Experience
Alpine School District August 2013 - Present
Code Red Labs 2007 - Present
United Space Alliance June 1996 - October 2005
Lockheed Martin Space Operations Company July 1993 - May 1996
Lockheed Space Operations Company June 1989 - July 1993
Johnson Controls October 1988 - June 1989
Waddell & Reed October 1986 - October 1988
US Army August 1981 - October 1986
Skills
EHS, Industrial Safety, Risk Assessment, Occupational Health, Safety Management..., Microsoft Office
Education
Brigham Young University 1980 — 1981
Bachelor of Science (B.S.), Microbiology, General
Florida Southern College 1975 — 1977
Biology/Biological Sciences, General
Alpine School District August 2013 - Present
Code Red Labs 2007 - Present
United Space Alliance June 1996 - October 2005
Lockheed Martin Space Operations Company July 1993 - May 1996
Lockheed Space Operations Company June 1989 - July 1993
Johnson Controls October 1988 - June 1989
Waddell & Reed October 1986 - October 1988
US Army August 1981 - October 1986
Skills
EHS, Industrial Safety, Risk Assessment, Occupational Health, Safety Management..., Microsoft Office
Education
Brigham Young University 1980 — 1981
Bachelor of Science (B.S.), Microbiology, General
Florida Southern College 1975 — 1977
Biology/Biological Sciences, General
Jacqueline Zweig, CPA, CFP's Waddell & Reed Experience August 2007 - August 2012
Job CPA, CFP® at South Coast Wealth Management
Industry Financial Services
Experience
South Coast Wealth Management November 2013 - Present
Financial Planning Association of Orange County April 2013 - Present
Jacqueline S. Zweig, Inc. March 2011 - Present
Lorin & Zweig, CPAs August 2006 - Present
Hd Vest Securities August 2012 - October 2013
Waddell & Reed August 2007 - August 2012
Skills
Income Tax, Retirement Planning, Individual Taxation, Tax Preparation, Corporate Tax, Tax Accounting, Investment Advisory, Excel, Quickbooks, Word, Lacerte, Outlook, QuickBooks, Microsoft Excel, Tax, Wealth Management, Estate Planning, Microsoft Word, Strategic Financial..., Insurance, IRAs, Small Business, Personal Finance, Investments, Roth IRA, Financial Goals, Retirement, Personal Financial..., Wealth, CPA, Asset Allocation, Accounting, Series 7, Financial Services, Certified Financial..., Tax Advisory, Mutual Funds, Financial Planners, Life Insurance, Financial Advisory, 401k, Estate Tax Planning, 401k Rollovers, Financial Accounting, Long Term Care Insurance, Investment Management, Finance
Education
California State University-Fullerton 2006 — 2011
Business Administration, Finance, Accounting, Bachelor of Business Administration
South Coast Wealth Management November 2013 - Present
Financial Planning Association of Orange County April 2013 - Present
Jacqueline S. Zweig, Inc. March 2011 - Present
Lorin & Zweig, CPAs August 2006 - Present
Hd Vest Securities August 2012 - October 2013
Waddell & Reed August 2007 - August 2012
Skills
Income Tax, Retirement Planning, Individual Taxation, Tax Preparation, Corporate Tax, Tax Accounting, Investment Advisory, Excel, Quickbooks, Word, Lacerte, Outlook, QuickBooks, Microsoft Excel, Tax, Wealth Management, Estate Planning, Microsoft Word, Strategic Financial..., Insurance, IRAs, Small Business, Personal Finance, Investments, Roth IRA, Financial Goals, Retirement, Personal Financial..., Wealth, CPA, Asset Allocation, Accounting, Series 7, Financial Services, Certified Financial..., Tax Advisory, Mutual Funds, Financial Planners, Life Insurance, Financial Advisory, 401k, Estate Tax Planning, 401k Rollovers, Financial Accounting, Long Term Care Insurance, Investment Management, Finance
Education
California State University-Fullerton 2006 — 2011
Business Administration, Finance, Accounting, Bachelor of Business Administration
Cyn Eells Cyn Eells's Waddell & Reed Experience September 1999 - December 2001
Job Certified Financial Planner at Focus Financial Network, Inc.
Industry Financial Services
Experience
Focus Financial Network, Inc. December 2001 - Present
Waddell & Reed September 1999 - December 2001
Skills
Financial Planners, Retirement, 401k, Asset Allocation, Securities, Investment Strategies, IRAs, Insurance, Long-term Care, Finance, Risk Management, Management, Personal Finance
Education
University of Minnesota-Twin Cities 1981 — 1988
BS, Human Ecology, Design
Bemidji State University 1972 — 1974
Industrial and Product Design
Focus Financial Network, Inc. December 2001 - Present
Waddell & Reed September 1999 - December 2001
Skills
Financial Planners, Retirement, 401k, Asset Allocation, Securities, Investment Strategies, IRAs, Insurance, Long-term Care, Finance, Risk Management, Management, Personal Finance
Education
University of Minnesota-Twin Cities 1981 — 1988
BS, Human Ecology, Design
Bemidji State University 1972 — 1974
Industrial and Product Design
Jeff Rossini's Waddell & Reed Experience 2008 - 2009
Job Account Executive at Ricoh Americas Corporation
Industry Information Technology and Services
Experience
Ricoh Americas Corporation July 2013 - Present
Merchant Office LLC February 2010 - July 2013
Wealth Preservation Partners 2009 - February 2011
Waddell & Reed 2008 - 2009
Windsor Federal Savings 1999 - 2008
Skills
Wealth Management, Investments, Risk Management, Finance, Small Business, Wealth, Wealth Management..., Financial Planners, Loans, Customer Service, Banking, Project Planning, New Business Development, Retail Banking, Strategic Planning, Sales, Account Management, Financial Analysis, Sales Management, Microsoft Office
Education
Bentley University
Ricoh Americas Corporation July 2013 - Present
Merchant Office LLC February 2010 - July 2013
Wealth Preservation Partners 2009 - February 2011
Waddell & Reed 2008 - 2009
Windsor Federal Savings 1999 - 2008
Skills
Wealth Management, Investments, Risk Management, Finance, Small Business, Wealth, Wealth Management..., Financial Planners, Loans, Customer Service, Banking, Project Planning, New Business Development, Retail Banking, Strategic Planning, Sales, Account Management, Financial Analysis, Sales Management, Microsoft Office
Education
Bentley University
Irvin Murguia's Waddell & Reed Experience November 2010 - April 2011
Job District Sales Manager at CocaCola Enterprises
Industry Food & Beverages
Experience
Coca-Cola Refreshments August 2015 - Present
Coca-Cola Enterprises November 2014 - August 2015
Coca-Cola Enterprises September 2013 - November 2014
Coca-Cola Refreshments September 2011 - September 2013
Capones Pizza February 2006 - September 2011
Master Packaging Inc. April 2011 - May 2011
Waddell & Reed November 2010 - April 2011
Sears Authorized Hometown Stores, LLC July 2004 - August 2004
Skills
Customer Service, Microsoft Excel, Management, Microsoft Office, Microsoft Word, Budgets, Operations Management, Team Management, Operational Efficiency, SAP, Team Leadership, Teamwork, Spanish-English, Adaptability, Civil Treatment, Union Experience, Marketing
Education
Villanova University 2013 — 2013
Lean Six Sigma Certification
California State University-Fullerton 2007 — 2011
Bachelor of Arts (B.A.), International Business w/ concentration in Spanish
Coca-Cola Refreshments August 2015 - Present
Coca-Cola Enterprises November 2014 - August 2015
Coca-Cola Enterprises September 2013 - November 2014
Coca-Cola Refreshments September 2011 - September 2013
Capones Pizza February 2006 - September 2011
Master Packaging Inc. April 2011 - May 2011
Waddell & Reed November 2010 - April 2011
Sears Authorized Hometown Stores, LLC July 2004 - August 2004
Skills
Customer Service, Microsoft Excel, Management, Microsoft Office, Microsoft Word, Budgets, Operations Management, Team Management, Operational Efficiency, SAP, Team Leadership, Teamwork, Spanish-English, Adaptability, Civil Treatment, Union Experience, Marketing
Education
Villanova University 2013 — 2013
Lean Six Sigma Certification
California State University-Fullerton 2007 — 2011
Bachelor of Arts (B.A.), International Business w/ concentration in Spanish
Michelle Tran's Waddell & Reed Experience January 2014 - March 2014
Job Intern at UBS
Industry Financial Services
Experience
Cal Poly Pomona Foundation, Inc. September 2015 - Present
UBS Financial Services, Inc. March 2014 - June 2015
Ontario Reign October 2013 - May 2015
Toby Keith's I Love This Bar & Grill September 2013 - September 2014
Waddell & Reed January 2014 - March 2014
Blink Bazaar January 2013 - August 2013
Hotel Casa 425 May 2012 - December 2012
Holiday Inn Express & Suites July 2011 - May 2012
Skills
Leadership, Public Speaking, Research, Social Media, PowerPoint
Education
California State Polytechnic University-Pomona 2010 — 2015
Bachelor’s Degree, Business Administration - Finance, Real Estate & Law
Centennial High School 2006 — 2010
Cal Poly Pomona Foundation, Inc. September 2015 - Present
UBS Financial Services, Inc. March 2014 - June 2015
Ontario Reign October 2013 - May 2015
Toby Keith's I Love This Bar & Grill September 2013 - September 2014
Waddell & Reed January 2014 - March 2014
Blink Bazaar January 2013 - August 2013
Hotel Casa 425 May 2012 - December 2012
Holiday Inn Express & Suites July 2011 - May 2012
Skills
Leadership, Public Speaking, Research, Social Media, PowerPoint
Education
California State Polytechnic University-Pomona 2010 — 2015
Bachelor’s Degree, Business Administration - Finance, Real Estate & Law
Centennial High School 2006 — 2010
Meghan (Whalen) Hovee, CPA Meghan (Whalen) Hovee, CPA's Waddell & Reed Experience May 2013 - May 2014
Job Business Owner at Meghan Hovee, CPA
Industry Financial Services
Experience
Meghan Hovee, CPA 2014 - Present
Deloitte 2014 - 2015
Waddell & Reed May 2013 - May 2014
Rockhurst University August 2011 - May 2014
Enterprise Bank & Trust September 2011 - November 2012
Bank of Atchison March 2011 - June 2011
Women's Resource Center of North Platte May 2010 - December 2010
Kids First Preschool October 2009 - June 2010
Reach Youth Ministry August 2007 - July 2009
The former Washington Mutual Financial Institution June 2005 - June 2007
Skills
Accounting, Teller Operations, Commercial Banking, Retail Banking, Cash Management, Deposits, Customer Service, Microsoft Word, Microsoft Excel, Ministry Leadership, Relational Ministry, Campus Ministry, Youth Ministry, Public Speaking, Lifestyle Writing, Credit, Loans, Financial Analysis, Banking, Microsoft Office, Access, PowerPoint, Leadership, Teaching, Time Management, Community Outreach, Financial Accounting
Education
Rockhurst University 2011 — 2013
BSBA, Accounting, 3.98
Benedictine College 2011 — 2011
General, 4.0
North Platte Community College 2009 — 2011
General, 4.0
Meghan Hovee, CPA 2014 - Present
Deloitte 2014 - 2015
Waddell & Reed May 2013 - May 2014
Rockhurst University August 2011 - May 2014
Enterprise Bank & Trust September 2011 - November 2012
Bank of Atchison March 2011 - June 2011
Women's Resource Center of North Platte May 2010 - December 2010
Kids First Preschool October 2009 - June 2010
Reach Youth Ministry August 2007 - July 2009
The former Washington Mutual Financial Institution June 2005 - June 2007
Skills
Accounting, Teller Operations, Commercial Banking, Retail Banking, Cash Management, Deposits, Customer Service, Microsoft Word, Microsoft Excel, Ministry Leadership, Relational Ministry, Campus Ministry, Youth Ministry, Public Speaking, Lifestyle Writing, Credit, Loans, Financial Analysis, Banking, Microsoft Office, Access, PowerPoint, Leadership, Teaching, Time Management, Community Outreach, Financial Accounting
Education
Rockhurst University 2011 — 2013
BSBA, Accounting, 3.98
Benedictine College 2011 — 2011
General, 4.0
North Platte Community College 2009 — 2011
General, 4.0
Andrea Leafblad Andrea Leafblad's Waddell & Reed Experience September 2008 - December 2008
Job Senior Regulatory Affairs Analyst at UnitedHealth Group
Industry Hospital & Health Care
Experience
UnitedHealth Group September 2015 - Present
UnitedHealthcare June 2012 - September 2015
OptumHealth September 2011 - June 2012
OptumHealth January 2010 - September 2011
Waddell & Reed September 2008 - December 2008
Skills
Leadership, Project Management, Financial Analysis, Financial Modeling, Microsoft Excel, Budgets, Forecasting, Project Coordination, Communication Skills, Collaborative Leadership, Building Relationships, Regulatory Examinations, Compliance, Organization, Team-oriented
Education
Bethel University 2005 — 2009
Bachelor of Arts, Business; Finance
UnitedHealth Group September 2015 - Present
UnitedHealthcare June 2012 - September 2015
OptumHealth September 2011 - June 2012
OptumHealth January 2010 - September 2011
Waddell & Reed September 2008 - December 2008
Skills
Leadership, Project Management, Financial Analysis, Financial Modeling, Microsoft Excel, Budgets, Forecasting, Project Coordination, Communication Skills, Collaborative Leadership, Building Relationships, Regulatory Examinations, Compliance, Organization, Team-oriented
Education
Bethel University 2005 — 2009
Bachelor of Arts, Business; Finance
Dennis Cliff Dennis Cliff's Waddell & Reed Experience October 2002 - March 2007
Job Retiredaccountant
Industry Retail
Experience
Self-employed May 2001 - Present
Waddell & Reed October 2002 - March 2007
Federal Reserve Bank of Minneapolis January 1986 - May 1997
Skills
Customer Service, Budgets, Team Building, Leadership, Strategic Planning, Microsoft Office, Sales, Microsoft Excel, Microsoft Word, Management
Education
Bradley University 1960 — 1965
Bachelor’s Degree, Retail / Economics, C+
Highland Park High School 1956 — 1960
High School, College Prep, B-
Self-employed May 2001 - Present
Waddell & Reed October 2002 - March 2007
Federal Reserve Bank of Minneapolis January 1986 - May 1997
Skills
Customer Service, Budgets, Team Building, Leadership, Strategic Planning, Microsoft Office, Sales, Microsoft Excel, Microsoft Word, Management
Education
Bradley University 1960 — 1965
Bachelor’s Degree, Retail / Economics, C+
Highland Park High School 1956 — 1960
High School, College Prep, B-
Happla Diane Aka Happla Diane Aka's Waddell & Reed Experience October 2014 - December 2014
Job Accounting Assistant at Titanium Fabrics, LLC
Industry Financial Services
Experience
Titanium Fabrics, LLC May 2015 - September 2015
Cal Poly Pomona September 2012 - March 2015
Waddell & Reed October 2014 - December 2014
Asset Management Consulting Services (AMCS) May 2013 - July 2013
Foothill College July 2011 - July 2012
Skills
Microsoft Excel, Microsoft Word, Data Entry, Research, Financial Analysis, Financial Modeling, Accounting, Finance, Public Speaking, Event Planning
Education
California State Polytechnic University-Pomona 2012 — 2014
Bachelor of Business Administration (BBA), Finance
Foothill College 2010 — 2012
Business Administration
Titanium Fabrics, LLC May 2015 - September 2015
Cal Poly Pomona September 2012 - March 2015
Waddell & Reed October 2014 - December 2014
Asset Management Consulting Services (AMCS) May 2013 - July 2013
Foothill College July 2011 - July 2012
Skills
Microsoft Excel, Microsoft Word, Data Entry, Research, Financial Analysis, Financial Modeling, Accounting, Finance, Public Speaking, Event Planning
Education
California State Polytechnic University-Pomona 2012 — 2014
Bachelor of Business Administration (BBA), Finance
Foothill College 2010 — 2012
Business Administration
Donna Mouser Donna Mouser's Waddell & Reed Experience June 2015 - August 2015
Job Business/Accounting Student
Industry Accounting
Experience
Hutchins Library August 2013 - Present
Waddell & Reed June 2015 - August 2015
Elwood Staffing Services, Inc. June 2014 - December 2014
McDonald's Corporation May 2014 - June 2014
Skills
Microsoft Word, Accounting, Microsoft Excel, Leadership, Cashiering, Time Management, Data Entry, Customer Service, PowerPoint, Microsoft Office, Outlook, Teamwork, Payroll, Typing, SmartOffice, Netx360, Communication, Organization Skills, Marketing, Fundraising
Education
Berea College 2012 — 2016
Accounting and Finance
Berea College 2012 — 2016
Business Administration - Accounting, Finance
Hutchins Library August 2013 - Present
Waddell & Reed June 2015 - August 2015
Elwood Staffing Services, Inc. June 2014 - December 2014
McDonald's Corporation May 2014 - June 2014
Skills
Microsoft Word, Accounting, Microsoft Excel, Leadership, Cashiering, Time Management, Data Entry, Customer Service, PowerPoint, Microsoft Office, Outlook, Teamwork, Payroll, Typing, SmartOffice, Netx360, Communication, Organization Skills, Marketing, Fundraising
Education
Berea College 2012 — 2016
Accounting and Finance
Berea College 2012 — 2016
Business Administration - Accounting, Finance
Valerie Crisp's Waddell & Reed Experience October 2011 - August 2015
Job Trust Officer at ANB Bank
Industry Financial Services
Experience
ANB Bank August 2015 - Present
Waddell & Reed October 2011 - August 2015
Education
Boston College
Bachelor of Arts (B.A.), Economics
Cheyenne Mountain High School
ANB Bank August 2015 - Present
Waddell & Reed October 2011 - August 2015
Education
Boston College
Bachelor of Arts (B.A.), Economics
Cheyenne Mountain High School
Dulitha Jayatilleke Dulitha Jayatilleke's Waddell & Reed Experience March 2015 - May 2015
Job Intern at Waddell & Reed
Industry Financial Services
Experience
Waddell & Reed March 2015 - May 2015
Konica Minolta Business Solutions U.S.A., Inc. June 2014 - August 2014
Titan Shops, California State University Fullerton December 2012 - June 2014
Skills
Leadership, Customer Service, Networking, Access, Teamwork, Time Management, Microsoft Excel, Microsoft Word, PowerPoint, Market Research, Sales, Photoshop, Illustrator, Prezi, Social Media, Entrepreneurship, Social Media Marketing, Forecasting, Proformas
Education
California State University-Fullerton 2012 — 2016
Foothill High School 2008 — 2012
Waddell & Reed March 2015 - May 2015
Konica Minolta Business Solutions U.S.A., Inc. June 2014 - August 2014
Titan Shops, California State University Fullerton December 2012 - June 2014
Skills
Leadership, Customer Service, Networking, Access, Teamwork, Time Management, Microsoft Excel, Microsoft Word, PowerPoint, Market Research, Sales, Photoshop, Illustrator, Prezi, Social Media, Entrepreneurship, Social Media Marketing, Forecasting, Proformas
Education
California State University-Fullerton 2012 — 2016
Foothill High School 2008 — 2012
Matthew Pressler, CLU, ChFC Matthew Pressler, CLU, ChFC's Waddell & Reed Experience January 2010 - March 2010
Job Director of Advanced Markets & Sales Support
Industry Financial Services
Experience
M Financial Group April 2010 - Present
Waddell & Reed January 2010 - March 2010
M Advisory Group May 1998 - December 2009
Skills
Premium Financing, Employee Benefits, Estate Planning, Retirement Planning, Executive Compensation..., Succession Planning, Life Insurance, Disability Insurance, Long Term Care Insurance, Charitable Gift Planning, ASP.NET, ASP.NET AJAX, HTML, ASP, Excel models, Technical Writing, Operations Management, 401k, Deferred Compensation, Insurance, Long-term Care, Strategic Financial..., Retirement
Education
American College 2002 — 2007
Chartered Life Underwriter (CLU) & Chartered Financial Consultant (ChFC)
California State University-Dominguez Hills 1996 — 2000
B.S., Business Administration
Torrance High School 1991 — 1995
M Financial Group April 2010 - Present
Waddell & Reed January 2010 - March 2010
M Advisory Group May 1998 - December 2009
Skills
Premium Financing, Employee Benefits, Estate Planning, Retirement Planning, Executive Compensation..., Succession Planning, Life Insurance, Disability Insurance, Long Term Care Insurance, Charitable Gift Planning, ASP.NET, ASP.NET AJAX, HTML, ASP, Excel models, Technical Writing, Operations Management, 401k, Deferred Compensation, Insurance, Long-term Care, Strategic Financial..., Retirement
Education
American College 2002 — 2007
Chartered Life Underwriter (CLU) & Chartered Financial Consultant (ChFC)
California State University-Dominguez Hills 1996 — 2000
B.S., Business Administration
Torrance High School 1991 — 1995
Landon Mance's Waddell & Reed Experience May 2009 - July 2010
Job Financial Planner at Mance Wealth Management
Industry Financial Services
Experience
Mance Wealth Management September 2015 - Present
J.P. Morgan July 2013 - August 2015
Lexon Industries, Inc. dba upillar.com & dHybrid July 2010 - December 2011
Waddell & Reed May 2009 - July 2010
Education
California State University-Long Beach 2004 — 2011
Business Administration, Marketing, Finance, Economics, Management, Information Systems
California State University-Long Beach
Bachelor of Business Administration (BBA), Marketing
Mance Wealth Management September 2015 - Present
J.P. Morgan July 2013 - August 2015
Lexon Industries, Inc. dba upillar.com & dHybrid July 2010 - December 2011
Waddell & Reed May 2009 - July 2010
Education
California State University-Long Beach 2004 — 2011
Business Administration, Marketing, Finance, Economics, Management, Information Systems
California State University-Long Beach
Bachelor of Business Administration (BBA), Marketing
David Elster, CFP® David Elster, CFP®'s Waddell & Reed Experience September 2015 - Present
Job Independent Advisor, Waddell & Reed Financial Advisors
Industry Financial Services
Experience
Waddell & Reed September 2015 - Present
Skills
Strategic Planning, Public Speaking, Leadership, Management, Estate Planning, Finance, Customer Service, Risk Management, Mortgage Lending, Wealth Management
Education
Bellarmine University 2014 — 2015
Graduate Certificate in Financial Planning, Financial Planning and Services
University of California, Los Angeles 1996 — 1999
Bachelor's degree, Economics
Waddell & Reed September 2015 - Present
Skills
Strategic Planning, Public Speaking, Leadership, Management, Estate Planning, Finance, Customer Service, Risk Management, Mortgage Lending, Wealth Management
Education
Bellarmine University 2014 — 2015
Graduate Certificate in Financial Planning, Financial Planning and Services
University of California, Los Angeles 1996 — 1999
Bachelor's degree, Economics
Alan Ahmatovic Alan Ahmatovic's Waddell & Reed Experience October 2013 - February 2014
Job Student at California State UniversityFullerton
Industry Investment Management
Experience
Northwestern Mutual May 2014 - August 2014
Waddell & Reed October 2013 - February 2014
California State University, Fullerton June 2011 - February 2012
Skills
Advertising, Microsoft Excel, PowerPoint, Public Speaking, Microsoft Office, Social Networking, Social Media, Customer Service, Microsoft Word, Event Planning, Time Management, Teamwork, Facebook, Leadership
Education
California State University-Fullerton 2010 — 2015
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
Northwestern Mutual May 2014 - August 2014
Waddell & Reed October 2013 - February 2014
California State University, Fullerton June 2011 - February 2012
Skills
Advertising, Microsoft Excel, PowerPoint, Public Speaking, Microsoft Office, Social Networking, Social Media, Customer Service, Microsoft Word, Event Planning, Time Management, Teamwork, Facebook, Leadership
Education
California State University-Fullerton 2010 — 2015
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
Catherine Avila Catherine Avila's Waddell & Reed Experience May 2013 - November 2013
Job Student at California State Polytechnic UniversityPomona
Industry Accounting
Experience
Southern California Edison (SCE) June 2015 - Present
Southern California Edison (SCE) January 2015 - June 2015
Center Theatre Group October 2014 - December 2014
El Super June 2014 - August 2014
Lula Washington Dance Theater April 2014 - July 2014
Cal Poly Pomona January 2014 - April 2014
Waddell & Reed May 2013 - November 2013
DKNY JEANS June 2012 - September 2012
Los Angeles County Metropolitan Transportation Authority July 2009 - August 2009
Skills
Access, Bank Reconciliation, Microsoft Excel, QuickBooks, Accounting, Data Entry, Tax, Filing, Income Tax, Tax Returns, Account Reconciliation, Bookkeeping, Telephone Skills
Education
California State Polytechnic University-Pomona 2010 — 2015
Bachelors of Science- Accounting and Minor- Technology/Operations Management, Accounting
Southern California Edison (SCE) June 2015 - Present
Southern California Edison (SCE) January 2015 - June 2015
Center Theatre Group October 2014 - December 2014
El Super June 2014 - August 2014
Lula Washington Dance Theater April 2014 - July 2014
Cal Poly Pomona January 2014 - April 2014
Waddell & Reed May 2013 - November 2013
DKNY JEANS June 2012 - September 2012
Los Angeles County Metropolitan Transportation Authority July 2009 - August 2009
Skills
Access, Bank Reconciliation, Microsoft Excel, QuickBooks, Accounting, Data Entry, Tax, Filing, Income Tax, Tax Returns, Account Reconciliation, Bookkeeping, Telephone Skills
Education
California State Polytechnic University-Pomona 2010 — 2015
Bachelors of Science- Accounting and Minor- Technology/Operations Management, Accounting
Miguel A. Rodriguez, ΔΣΠ's Waddell & Reed Experience June 2015 - August 2015
Job Student at California State UniversityLong Beach
Industry
Experience
Delta Sigma Pi September 2013 - Present
Waddell & Reed June 2015 - August 2015
LIVLIFE Insurance October 2014 - November 2014
Skills
Microsoft Word, Microsoft Office, Microsoft Excel, Customer Service, PowerPoint, Adobe Design Programs, Teamwork, Event Management, Event Planning, Leadership, Public Speaking, Research, Social Media, Social Media Marketing, Social Networking, Time Management
Education
California State University-Long Beach 2011 — 2015
Delta Sigma Pi September 2013 - Present
Waddell & Reed June 2015 - August 2015
LIVLIFE Insurance October 2014 - November 2014
Skills
Microsoft Word, Microsoft Office, Microsoft Excel, Customer Service, PowerPoint, Adobe Design Programs, Teamwork, Event Management, Event Planning, Leadership, Public Speaking, Research, Social Media, Social Media Marketing, Social Networking, Time Management
Education
California State University-Long Beach 2011 — 2015
Maria Edmonds-Zediker's Waddell & Reed Experience 1999 - 2007
Job Certified Financial Planner(R)
Industry Financial Services
Experience
Self-employed June 2009 - Present
Santa Clara Chamber of Commerce 2000 - Present
Foothill Securities, Inc. 2007 - 2009
Waddell & Reed 1999 - 2007
Skills
Strategic Financial..., Retirement, Fixed Annuities, Wealth Management, Estate Planning, IRAs, Asset Allocation, 401k, Investment Advisory, Investment Strategies, Financial Advisory, Financial Planners, Financial Planning, Mutual Funds, Customer Service, Strategic Planning, Public Speaking, Microsoft Office, Small Business, Leadership, Marketing, Management, Social Networking, Retirement Planning
Education
Boston University 2006 — 2007
Certificate for Financial Planning
Pulaski High School, Milwaukee, WI 1965 — 1967
Self-employed June 2009 - Present
Santa Clara Chamber of Commerce 2000 - Present
Foothill Securities, Inc. 2007 - 2009
Waddell & Reed 1999 - 2007
Skills
Strategic Financial..., Retirement, Fixed Annuities, Wealth Management, Estate Planning, IRAs, Asset Allocation, 401k, Investment Advisory, Investment Strategies, Financial Advisory, Financial Planners, Financial Planning, Mutual Funds, Customer Service, Strategic Planning, Public Speaking, Microsoft Office, Small Business, Leadership, Marketing, Management, Social Networking, Retirement Planning
Education
Boston University 2006 — 2007
Certificate for Financial Planning
Pulaski High School, Milwaukee, WI 1965 — 1967
Robert Flagler Robert Flagler's Waddell & Reed Experience February 2015 - Present
Job Assistant to Financial Advisor
Industry Financial Services
Experience
Waddell & Reed February 2015 - Present
Skills
Microsoft Office, Microsoft Excel, Customer Service, Financial Analysis, Microsoft Word, PowerPoint, Project Management, Organization Skills
Education
Boise State University 2011 — 2013
Bachelor’s Degree, History
Las Positas College 2008 — 2011
Associate’s Degree, History
Amador Valley 2003 — 2007
High School, History
Waddell & Reed February 2015 - Present
Skills
Microsoft Office, Microsoft Excel, Customer Service, Financial Analysis, Microsoft Word, PowerPoint, Project Management, Organization Skills
Education
Boise State University 2011 — 2013
Bachelor’s Degree, History
Las Positas College 2008 — 2011
Associate’s Degree, History
Amador Valley 2003 — 2007
High School, History
Vincent Brizzolara's Waddell & Reed Experience August 2014 - May 2015
Job Referee Coordinator at California State Soccer AssociationSouth "Cal South"
Industry Financial Services
Experience
United States Soccer Federation May 2006 - Present
Cal South March 2015 - May 2015
Waddell & Reed August 2014 - May 2015
Education
California State University-Fullerton 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance
United States Soccer Federation May 2006 - Present
Cal South March 2015 - May 2015
Waddell & Reed August 2014 - May 2015
Education
California State University-Fullerton 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance
Charles P. Curtis, CFP® Charles P. Curtis, CFP®'s Waddell & Reed Experience May 2009 - February 2010
Job Financial Advisor at Curtis Financial Strategies Group of Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Curtis Financial Strategies Group of Wells Fargo Advisors, LLC February 2010 - Present
Waddell & Reed May 2009 - February 2010
Colorado Christian University August 2008 - May 2009
Skills
Retirement Planning, Tax-Efficient Estate..., Options Strategies, Estate Planning..., Donor Advised Funds, Cross Border, Risk Management, Investment Strategies, Relationship Management, Alternative Investments, Philanthropy, Investment Policy...
Education
California Lutheran University 2011 — 2013
Certificate of Financial Planning
Colorado Christian University 2005 — 2009
BS, Business Administration: Specialization in Managment and Minor in Finance
Colorado Christian University 2005 — 2009
BA, Youth Ministry: Specialization in Biblical Studies and Minor in Theology
Curtis Financial Strategies Group of Wells Fargo Advisors, LLC February 2010 - Present
Waddell & Reed May 2009 - February 2010
Colorado Christian University August 2008 - May 2009
Skills
Retirement Planning, Tax-Efficient Estate..., Options Strategies, Estate Planning..., Donor Advised Funds, Cross Border, Risk Management, Investment Strategies, Relationship Management, Alternative Investments, Philanthropy, Investment Policy...
Education
California Lutheran University 2011 — 2013
Certificate of Financial Planning
Colorado Christian University 2005 — 2009
BS, Business Administration: Specialization in Managment and Minor in Finance
Colorado Christian University 2005 — 2009
BA, Youth Ministry: Specialization in Biblical Studies and Minor in Theology
Andrew Conaway's Waddell & Reed Experience April 2015 - Present
Job Client Services at Waddell & Reed
Industry Telecommunications
Experience
Waddell & Reed April 2015 - Present
AT&T June 2010 - July 2015
Eagle Support Services Corporation January 2009 - June 2010
Alorica January 2008 - January 2009
Sprint January 2007 - January 2008
Skills
Telecommunications, Wireless, Mobile Devices, VoIP, Direct Sales, Solution Selling, Managed Services, Call Centers, Sales, Customer Experience, Leadership, Leadership Development, Organizational..., Sales Process, Tablets, iOS, Apple Software, Android, Microsoft Office, Process Improvement
Education
Barton County Community College 2008 — 2010
General Studies
Kansas State University 2008 — 2010
General Studies, Business
Junction City High School 2003 — 2007
High School, High School/Secondary Diplomas and Certificates
Clover Park High School 2006 — 2006
High School
Waddell & Reed April 2015 - Present
AT&T June 2010 - July 2015
Eagle Support Services Corporation January 2009 - June 2010
Alorica January 2008 - January 2009
Sprint January 2007 - January 2008
Skills
Telecommunications, Wireless, Mobile Devices, VoIP, Direct Sales, Solution Selling, Managed Services, Call Centers, Sales, Customer Experience, Leadership, Leadership Development, Organizational..., Sales Process, Tablets, iOS, Apple Software, Android, Microsoft Office, Process Improvement
Education
Barton County Community College 2008 — 2010
General Studies
Kansas State University 2008 — 2010
General Studies, Business
Junction City High School 2003 — 2007
High School, High School/Secondary Diplomas and Certificates
Clover Park High School 2006 — 2006
High School
William C. Springer, CFP William C. Springer, CFP's Waddell & Reed Experience June 1984 - March 1998
Job Wealth Manager at Spire Investment Partners
Industry Financial Services
Experience
Spire Investment Partners October 2008 - Present
FCS Securities Corporation March 1998 - October 2008
Waddell & Reed June 1984 - March 1998
Skills
Asset Management, Retirement, Investment Management, Life Insurance, Taxes, Estate Planning, Mutual Funds/ ETFs, 529 College Savings..., Alternative Investments, Series 63, Series 7
Education
Bucknell University 1976 — 1980
BSEE, Electrical Engineering
Spire Investment Partners October 2008 - Present
FCS Securities Corporation March 1998 - October 2008
Waddell & Reed June 1984 - March 1998
Skills
Asset Management, Retirement, Investment Management, Life Insurance, Taxes, Estate Planning, Mutual Funds/ ETFs, 529 College Savings..., Alternative Investments, Series 63, Series 7
Education
Bucknell University 1976 — 1980
BSEE, Electrical Engineering
Giorgio Valenton Giorgio Valenton's Waddell & Reed Experience March 2015 - May 2015
Job Financial Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2015 - Present
Waddell & Reed March 2015 - May 2015
Foot Locker July 2012 - April 2015
The Delta Chi Fraternity, Inc. January 2014 - December 2014
Acel Solutions May 2014 - July 2014
The Delta Chi Fraternity, Inc. December 2012 - December 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Teamwork, Public Speaking, Social Media, Research, Leadership, Time Management, Team Leadership, English, Data Entry, Recruiting, Sales, Budgets, Customer Satisfaction
Education
California State University-Fullerton 2011 — 2015
Bachelor’s Degree, Finance
Fidelity Investments June 2015 - Present
Waddell & Reed March 2015 - May 2015
Foot Locker July 2012 - April 2015
The Delta Chi Fraternity, Inc. January 2014 - December 2014
Acel Solutions May 2014 - July 2014
The Delta Chi Fraternity, Inc. December 2012 - December 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Teamwork, Public Speaking, Social Media, Research, Leadership, Time Management, Team Leadership, English, Data Entry, Recruiting, Sales, Budgets, Customer Satisfaction
Education
California State University-Fullerton 2011 — 2015
Bachelor’s Degree, Finance
Kellen Blackman's Waddell & Reed Experience February 2013 - July 2013
Job Data Analyst at Headwaters MB
Industry Investment Banking
Experience
Headwaters MB July 2015 - Present
Actuary in Training January 2015 - Present
Dunkley Music July 2013 - January 2015
Waddell & Reed February 2013 - July 2013
Skills
Java, Statistics, Linear Algebra, Financial Analysis, Customer Service, Microsoft Office, Risk Management, Statistical Data..., Data Entry, Computational Physics, Astrophysics, Microsoft Excel, R, Time Management, Research, C, SQL, Social Media, Data Analysis, PowerPoint, Leadership, Matlab, Microsoft Word
Education
Boise State University 2008 — 2014
Bachelor's Degree, Mathematics
Headwaters MB July 2015 - Present
Actuary in Training January 2015 - Present
Dunkley Music July 2013 - January 2015
Waddell & Reed February 2013 - July 2013
Skills
Java, Statistics, Linear Algebra, Financial Analysis, Customer Service, Microsoft Office, Risk Management, Statistical Data..., Data Entry, Computational Physics, Astrophysics, Microsoft Excel, R, Time Management, Research, C, SQL, Social Media, Data Analysis, PowerPoint, Leadership, Matlab, Microsoft Word
Education
Boise State University 2008 — 2014
Bachelor's Degree, Mathematics
Demetrios Zarefakis Demetrios Zarefakis's Waddell & Reed Experience September 2010 - January 2013
Job Financial Professional
Industry Financial Services
Experience
Waddell & Reed September 2010 - January 2013
City of Modesto July 2009 - December 2009
Foster Farms June 2008 - September 2008
Education
California State University-Stanislaus
Business Administration, Economics, 3.78 GPA
Waddell & Reed September 2010 - January 2013
City of Modesto July 2009 - December 2009
Foster Farms June 2008 - September 2008
Education
California State University-Stanislaus
Business Administration, Economics, 3.78 GPA
Eric McDowell Eric McDowell's Waddell & Reed Experience June 2011 - August 2011
Job Remote Tax Prep at H&R Block
Industry Accounting
Experience
H&R Block January 2013 - Present
The Salvation Army September 2011 - August 2012
Waddell & Reed June 2011 - August 2011
The Salvation Army January 2011 - May 2011
Sears Department Store May 2010 - August 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Lotus Notes, Shelby Accounting..., Accounting
Education
Bradley University 2008 — 2012
B.S., Accounting
Bradley University 2008 — 2012
Bachelor of Science, Accounting
H&R Block January 2013 - Present
The Salvation Army September 2011 - August 2012
Waddell & Reed June 2011 - August 2011
The Salvation Army January 2011 - May 2011
Sears Department Store May 2010 - August 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Lotus Notes, Shelby Accounting..., Accounting
Education
Bradley University 2008 — 2012
B.S., Accounting
Bradley University 2008 — 2012
Bachelor of Science, Accounting
Griffin Sheehy's Waddell & Reed Experience June 2014 - Present
Job Econ Graduate and Aspiring Financial Analyst
Industry Financial Services
Experience
Waddell & Reed June 2014 - Present
Northwestern Mutual June 2013 - September 2013
Streetwise Reports January 2012 - June 2013
Mary's Pizza Shack February 2008 - July 2012
Skills
Social Media, Social Networking, Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Sales, Research, Social Media Marketing, Editing, Online Marketing, Facebook, Photoshop, Time Management, STATA, Financial Analysis, Corporate Finance, Econometrics, Business Valuation, Financial Forecasting, Technical Analysis, Data Analysis
Education
Cal Poly San Luis Obispo 2012 — 2014
Bachelor of Science (BS), Economics, Concentrated in Finance
Santa Rosa Junior College 2009 — 2012
Business Administration and Management, General
Waddell & Reed June 2014 - Present
Northwestern Mutual June 2013 - September 2013
Streetwise Reports January 2012 - June 2013
Mary's Pizza Shack February 2008 - July 2012
Skills
Social Media, Social Networking, Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Sales, Research, Social Media Marketing, Editing, Online Marketing, Facebook, Photoshop, Time Management, STATA, Financial Analysis, Corporate Finance, Econometrics, Business Valuation, Financial Forecasting, Technical Analysis, Data Analysis
Education
Cal Poly San Luis Obispo 2012 — 2014
Bachelor of Science (BS), Economics, Concentrated in Finance
Santa Rosa Junior College 2009 — 2012
Business Administration and Management, General
Wade Colli's Waddell & Reed Experience 2009 - 2011
Job Special Hazards Manager at Encore Fire Protection
Industry Construction
Experience
Encore Fire Protection September 2012 - Present
Barnum Financial Group 2011 - 2011
Waddell & Reed 2009 - 2011
Skills
Risk Management, Financial Analysis, Financial Modeling, Strategic Financial..., Direct Sales, Microsoft Excel, Project Management, Customer Service, Accounting, Contract Negotiation, Budgets, Leadership, Marketing, Process Improvement, Sales
Education
Bentley University
Bachelors, Finance
Suffield Academy
Encore Fire Protection September 2012 - Present
Barnum Financial Group 2011 - 2011
Waddell & Reed 2009 - 2011
Skills
Risk Management, Financial Analysis, Financial Modeling, Strategic Financial..., Direct Sales, Microsoft Excel, Project Management, Customer Service, Accounting, Contract Negotiation, Budgets, Leadership, Marketing, Process Improvement, Sales
Education
Bentley University
Bachelors, Finance
Suffield Academy
Alex Baghdasarian Alex Baghdasarian's Waddell & Reed Experience October 2010 - June 2011
Job Staff Accountant at Ellis, Bristol, Harmon & Marsh Certified Public Accountants
Industry Accounting
Experience
Ellis, Bristol, Harmon & Marsh Certified Public Accountants January 2014 - Present
Arlen Gharapetian CPA January 2011 - December 2013
Waddell & Reed October 2010 - June 2011
Skills
Financial Analysis, Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Data Analysis, Accounting, Analysis, QuickBooks, Financial Reporting, Research, Accounts Payable, Public Speaking, Quicken, Financial Modeling, Event Planning, Financial Accounting, Corporate Finance, Valuation, Budgets, Teamwork, Outlook, Time Management, Leadership, Finance, Forecasting, Market Research, Spanish
Education
California State University-Los Angeles 2010 — 2012
Bachelor of Business Administration (B.B.A.), Accounting
Ellis, Bristol, Harmon & Marsh Certified Public Accountants January 2014 - Present
Arlen Gharapetian CPA January 2011 - December 2013
Waddell & Reed October 2010 - June 2011
Skills
Financial Analysis, Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Data Analysis, Accounting, Analysis, QuickBooks, Financial Reporting, Research, Accounts Payable, Public Speaking, Quicken, Financial Modeling, Event Planning, Financial Accounting, Corporate Finance, Valuation, Budgets, Teamwork, Outlook, Time Management, Leadership, Finance, Forecasting, Market Research, Spanish
Education
California State University-Los Angeles 2010 — 2012
Bachelor of Business Administration (B.B.A.), Accounting
Nicholas Cervantes Nicholas Cervantes's Waddell & Reed Experience January 2013 - May 2013
Job Staff Accountant
Industry Accounting
Experience
Foster Farms January 2015 - Present
Walgreens May 2013 - December 2014
Denham Resources May 2014 - August 2014
Waddell & Reed January 2013 - May 2013
Sears Holdings Corporation May 2012 - October 2012
Powderface Cafe May 2010 - September 2010
ACE American Cash Express February 2009 - November 2009
Skills
Microsoft Word, Microsoft Office, Microsoft Excel, PowerPoint, Customer Service, Management, SAP, Financial Reporting, Cost Accounting, Journal Entries, SAP MII, Spanish, Spanish-speaking, Spanish-English, Data Entry, Financial Accounting, Kronos, Spreadsheets, Outlook, PC, Accounting, Mac, SAP BW, Finance, Analysis, Teamwork, Sales, Retail, Windows 7, Project Planning, Inventory Management, QuickBooks, Ultra Staff, Public Speaking, Time Management, Leadership, POS, Merchandising, Access, Cashiering
Education
California State University, Fresno 2012 — 2014
Bachelor of Business Administration (B.B.A.) Accounting, Accounting, 3.0
Cuesta College 2011 — 2012
Associate of Arts (AA) Business Administration, Business Administration
Foster Farms January 2015 - Present
Walgreens May 2013 - December 2014
Denham Resources May 2014 - August 2014
Waddell & Reed January 2013 - May 2013
Sears Holdings Corporation May 2012 - October 2012
Powderface Cafe May 2010 - September 2010
ACE American Cash Express February 2009 - November 2009
Skills
Microsoft Word, Microsoft Office, Microsoft Excel, PowerPoint, Customer Service, Management, SAP, Financial Reporting, Cost Accounting, Journal Entries, SAP MII, Spanish, Spanish-speaking, Spanish-English, Data Entry, Financial Accounting, Kronos, Spreadsheets, Outlook, PC, Accounting, Mac, SAP BW, Finance, Analysis, Teamwork, Sales, Retail, Windows 7, Project Planning, Inventory Management, QuickBooks, Ultra Staff, Public Speaking, Time Management, Leadership, POS, Merchandising, Access, Cashiering
Education
California State University, Fresno 2012 — 2014
Bachelor of Business Administration (B.B.A.) Accounting, Accounting, 3.0
Cuesta College 2011 — 2012
Associate of Arts (AA) Business Administration, Business Administration
Nicholas Rivas Nicholas Rivas's Waddell & Reed Experience January 2011 - March 2014
Job President
Industry Financial Services
Experience
Savant Financial January 2014 - Present
Residential Bancorp January 2014 - Present
Rivas Tax Services January 2014 - Present
Waddell & Reed January 2011 - March 2014
Skills
Mortgage Lending, Tax Advisory, Life Insurance, Retirement Planning, Investments, Estate Planning, Cash Management, College Savings Plans, Financial Consulting, Asset Management, Financial Planning, Annuities, Entrepreneurial Finance, Strategic Financial..., Retirement, Financial Advisory, Personal Tax Planning, Fixed Annuities, Entrepreneurship, Sales Management, Wealth Management, Investment Advisory
Education
California State University, Los Angeles - College of Business and Economics
Savant Financial January 2014 - Present
Residential Bancorp January 2014 - Present
Rivas Tax Services January 2014 - Present
Waddell & Reed January 2011 - March 2014
Skills
Mortgage Lending, Tax Advisory, Life Insurance, Retirement Planning, Investments, Estate Planning, Cash Management, College Savings Plans, Financial Consulting, Asset Management, Financial Planning, Annuities, Entrepreneurial Finance, Strategic Financial..., Retirement, Financial Advisory, Personal Tax Planning, Fixed Annuities, Entrepreneurship, Sales Management, Wealth Management, Investment Advisory
Education
California State University, Los Angeles - College of Business and Economics
Leslie Roper Day Leslie Roper Day's Waddell & Reed Experience December 1989 - February 2008
Job CFP ®, AIF ®
Industry Financial Services
Experience
Leslie Roper Day & Associates February 2008 - Present
"Focus On Your Finances" KFBK NewsRadio 92.5FM AM1530 March 2001 - October 2013
Waddell & Reed December 1989 - February 2008
Education
Brigham Young University
MBA, Business Administration and Management
Brigham Young University
BA, International Relations
Leslie Roper Day & Associates February 2008 - Present
"Focus On Your Finances" KFBK NewsRadio 92.5FM AM1530 March 2001 - October 2013
Waddell & Reed December 1989 - February 2008
Education
Brigham Young University
MBA, Business Administration and Management
Brigham Young University
BA, International Relations
E. Richard Mendoza, CMFC, AAMS E. Richard Mendoza, CMFC, AAMS's Waddell & Reed Experience January 1999 - May 2006
Job Registered Principal & Wealth Advisor
Industry Financial Services
Experience
Richard Mendoza Wealth Services an Independent Firm May 2006 - Present
Waddell & Reed January 1999 - May 2006
Skills
Wealth Management, Retirement Planning, Retirement, Investments, Asset Allocation, Financial Advisory, Securities, Investment Advisory, Portfolio Management, Investment Strategies, Asset Managment, Finance, Series 7
Education
Baylor University 1992 — 1996
Bachelor of Business Administration (BBA), Managment and Entrepreneurship
Klein High School 1989 — 1992
Richard Mendoza Wealth Services an Independent Firm May 2006 - Present
Waddell & Reed January 1999 - May 2006
Skills
Wealth Management, Retirement Planning, Retirement, Investments, Asset Allocation, Financial Advisory, Securities, Investment Advisory, Portfolio Management, Investment Strategies, Asset Managment, Finance, Series 7
Education
Baylor University 1992 — 1996
Bachelor of Business Administration (BBA), Managment and Entrepreneurship
Klein High School 1989 — 1992
Belinda Showers Belinda Showers's Waddell & Reed Experience August 2012 - Present
Job Waddell & Reed Financial Advisors
Industry Accounting
Experience
Waddell & Reed August 2012 - Present
Northwest Airlines May 1989 - July 2008
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Mathematics, Access, Teamwork, Sales, Financial Services
Education
Roosevelt University 2012 — 2014
Master of Business Administration (MBA), Business Administration and Management, General
Benedictine University 2008 — 2010
Business Administration, Accounting
Waddell & Reed August 2012 - Present
Northwest Airlines May 1989 - July 2008
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Mathematics, Access, Teamwork, Sales, Financial Services
Education
Roosevelt University 2012 — 2014
Master of Business Administration (MBA), Business Administration and Management, General
Benedictine University 2008 — 2010
Business Administration, Accounting
Brent Katzberg Brent Katzberg's Waddell & Reed Experience October 2007 - November 2008
Job Registered Paraplanner we help individuals, families, corporate executives, etc. in Retirement Planning
Industry Financial Services
Experience
Capital Investment Management (CIM) December 2009 - Present
Barber Financial Group November 2008 - November 2009
Waddell & Reed October 2007 - November 2008
Principal Financial Group September 1988 - August 2007
Skills
Retirement Planning, Portfolio Management, Investments, Insurance, Venture Capital, Strategic Planning, Microsoft Excel, Small Business, Management, CRM, Marketing Strategy, Public Speaking, Sales Operations, Social Media, Wealth Management, Email Marketing, Social Media Marketing, Series 7, Fixed Income, Mutual Funds, Strategic Financial..., Financial Modeling, Retirement, Asset Allocation, Asset Management, Series 63, Securities, Financial Markets, Series 24, ETFs, FINRA, IRAs, Investment Advisory, Wealth Management..., Series 6, Financial Planners, Separately Managed..., Variable Annuities, Bonds, Wealth, Alternative Investments, High Net Worth..., Retail Banking, Fixed Annuities, Financial Analysis, Investment Strategies, Financial Advisory, Investment Management, Finance
Education
Bellevue University 1990 — 1993
Bachelor of Arts (B.A.), Business Administration and Management, General
Capital Investment Management (CIM) December 2009 - Present
Barber Financial Group November 2008 - November 2009
Waddell & Reed October 2007 - November 2008
Principal Financial Group September 1988 - August 2007
Skills
Retirement Planning, Portfolio Management, Investments, Insurance, Venture Capital, Strategic Planning, Microsoft Excel, Small Business, Management, CRM, Marketing Strategy, Public Speaking, Sales Operations, Social Media, Wealth Management, Email Marketing, Social Media Marketing, Series 7, Fixed Income, Mutual Funds, Strategic Financial..., Financial Modeling, Retirement, Asset Allocation, Asset Management, Series 63, Securities, Financial Markets, Series 24, ETFs, FINRA, IRAs, Investment Advisory, Wealth Management..., Series 6, Financial Planners, Separately Managed..., Variable Annuities, Bonds, Wealth, Alternative Investments, High Net Worth..., Retail Banking, Fixed Annuities, Financial Analysis, Investment Strategies, Financial Advisory, Investment Management, Finance
Education
Bellevue University 1990 — 1993
Bachelor of Arts (B.A.), Business Administration and Management, General
Drew Schulz Drew Schulz's Waddell & Reed Experience July 2009 - January 2010
Job Talent Acquisition at PSAV
Industry Human Resources
Experience
PSAV June 2013 - Present
Cbeyond February 2010 - May 2013
Pinpoint Resource Group, LLC August 2011 - March 2012
Waddell & Reed July 2009 - January 2010
Waddell & Reed June 2007 - June 2008
Skills
Recruiting, Talent Acquisition, Telecommunications, Wireless, Financial Advisory, Interviews, Human Resources, Temporary Placement, Sourcing, Leadership, Cold Calling, Management, Employee Engagement, Applicant Tracking..., Sales, Technical Recruiting, College Recruiting, Internet Recruiting, Screening Resumes, Hiring, Staffing Services, Onboarding, Employee Relations, Talent Management, Screening
Education
California State University-Fresno
BS, Human Resources
Hong Kong Baptist University
Study Abroad
PSAV June 2013 - Present
Cbeyond February 2010 - May 2013
Pinpoint Resource Group, LLC August 2011 - March 2012
Waddell & Reed July 2009 - January 2010
Waddell & Reed June 2007 - June 2008
Skills
Recruiting, Talent Acquisition, Telecommunications, Wireless, Financial Advisory, Interviews, Human Resources, Temporary Placement, Sourcing, Leadership, Cold Calling, Management, Employee Engagement, Applicant Tracking..., Sales, Technical Recruiting, College Recruiting, Internet Recruiting, Screening Resumes, Hiring, Staffing Services, Onboarding, Employee Relations, Talent Management, Screening
Education
California State University-Fresno
BS, Human Resources
Hong Kong Baptist University
Study Abroad
Ryan Goddard's Waddell & Reed Experience February 2013 - May 2013
Job Aspiring Investment Manager
Industry
Experience
Kindred Healthcare May 2015 - Present
Self Employed Landscaper April 2012 - Present
Collette May 2014 - August 2014
Chelo's Waterfront Bar and Grill May 2013 - June 2014
Waddell & Reed February 2013 - May 2013
Skills
Public Speaking, Group Work, Leadership, Writing, Customer Service, Research, Theatre, Microsoft Excel, Microsoft Word, PowerPoint, Teamwork, Social Media
Education
Bentley University 2013 — 2017
Economics and Finance
Bishop Hendricken High School 2009 — 2013
Kindred Healthcare May 2015 - Present
Self Employed Landscaper April 2012 - Present
Collette May 2014 - August 2014
Chelo's Waterfront Bar and Grill May 2013 - June 2014
Waddell & Reed February 2013 - May 2013
Skills
Public Speaking, Group Work, Leadership, Writing, Customer Service, Research, Theatre, Microsoft Excel, Microsoft Word, PowerPoint, Teamwork, Social Media
Education
Bentley University 2013 — 2017
Economics and Finance
Bishop Hendricken High School 2009 — 2013
Judy Pierce Judy Pierce's Waddell & Reed Experience March 2011 - December 2011
Job Administrative at Sunflower State Health Plan
Industry Pharmaceuticals
Experience
Sunflower State Health Plan December 2012 - October 2014
Lake City Army Ammunition Plant July 2012 - November 2012
Waddell & Reed March 2011 - December 2011
Fort Dodge Animal Health January 2006 - March 2010
Gelco Expense Management 1998 - 2004
Skills
Outlook, Microsoft Word, Pharmaceutical Industry, Event Planning, Microsoft Excel, Process Improvement, Budgets, Microsoft Office, Customer Service, Team Building, Project Management, Public Speaking, Social Media, Strategic Planning, Human Resources, Management, Manufacturing, Purchasing, Cross-functional Team...
Education
Bucks County Community College
IT, 3.8
Sunflower State Health Plan December 2012 - October 2014
Lake City Army Ammunition Plant July 2012 - November 2012
Waddell & Reed March 2011 - December 2011
Fort Dodge Animal Health January 2006 - March 2010
Gelco Expense Management 1998 - 2004
Skills
Outlook, Microsoft Word, Pharmaceutical Industry, Event Planning, Microsoft Excel, Process Improvement, Budgets, Microsoft Office, Customer Service, Team Building, Project Management, Public Speaking, Social Media, Strategic Planning, Human Resources, Management, Manufacturing, Purchasing, Cross-functional Team...
Education
Bucks County Community College
IT, 3.8
Nicholas Karnick Nicholas Karnick's Waddell & Reed Experience September 2006 - May 2007
Job Software Engineer at Comparatio USA, LLC
Industry Computer Software
Experience
Comparatio USA, LLC May 2007 - Present
Waddell & Reed September 2006 - May 2007
Bethel University 2005 - 2007
Skills
Flex, PHP, MySQL, HTML5, CSS, jQuery, LESS, Microsoft SQL Server, SQL, SQLite, JavaScript, Delphi, C#, .NET, Flex Builder, Android Development, iOS Development, JSON, XML, EDI, Photoshop
Education
Bethel University 2003 — 2007
Bachelors, Finance
Comparatio USA, LLC May 2007 - Present
Waddell & Reed September 2006 - May 2007
Bethel University 2005 - 2007
Skills
Flex, PHP, MySQL, HTML5, CSS, jQuery, LESS, Microsoft SQL Server, SQL, SQLite, JavaScript, Delphi, C#, .NET, Flex Builder, Android Development, iOS Development, JSON, XML, EDI, Photoshop
Education
Bethel University 2003 — 2007
Bachelors, Finance
Elizabeth Frohmader Elizabeth Frohmader's Waddell & Reed Experience June 2007 - September 2011
Job Internal Wholesaler at SunAmerica Financial Group
Industry Financial Services
Experience
AIG November 2012 - Present
Bank of the West September 2011 - November 2012
Waddell & Reed June 2007 - September 2011
Skills
Finance, Management, Investments, Mutual Funds, Retirement Planning, Marketing, Financial Services, Insurance, Hold Series 7, Customer Service, Financial Planning, Financial Analysis, Wealth Management
Education
California Lutheran University 2012 — 2014
Master of Business Administration (M.B.A.), Finance, General
California State Polytechnic University-Pomona 2003 — 2007
BS, Business
AIG November 2012 - Present
Bank of the West September 2011 - November 2012
Waddell & Reed June 2007 - September 2011
Skills
Finance, Management, Investments, Mutual Funds, Retirement Planning, Marketing, Financial Services, Insurance, Hold Series 7, Customer Service, Financial Planning, Financial Analysis, Wealth Management
Education
California Lutheran University 2012 — 2014
Master of Business Administration (M.B.A.), Finance, General
California State Polytechnic University-Pomona 2003 — 2007
BS, Business
Trey Hutchins Trey Hutchins's Waddell & Reed Experience June 2000 - December 2001
Job Physician Malpractice Insurance Specialist
Industry Insurance
Experience
Arthur J. Gallagher & Co. October 2001 - Present
Waddell & Reed June 2000 - December 2001
Skills
Insurance, Healthcare, Professional Liability, Customer Service, Healthcare Staffing, Healthcare Consulting, Health Insurance, Life Insurance, Strategic Planning, Property & Casualty..., Legal Liability, Management, Casualty, Employee Benefits, Workers Compensation, Liability, Program Management, Sales, New Business Development, Commercial Insurance, Claim, Brokers, Umbrella Insurance, Claims Management, Commercial Lines, Long-term Care, Reinsurance, Health Savings Accounts, Medical Malpractice, General Insurance, Disability Insurance
Education
Baylor University - Hankamer School of Business 1995 — 2000
BBA, Financial Services and Planning / Management Information Systems
Lee High School 1991 — 1995
Arthur J. Gallagher & Co. October 2001 - Present
Waddell & Reed June 2000 - December 2001
Skills
Insurance, Healthcare, Professional Liability, Customer Service, Healthcare Staffing, Healthcare Consulting, Health Insurance, Life Insurance, Strategic Planning, Property & Casualty..., Legal Liability, Management, Casualty, Employee Benefits, Workers Compensation, Liability, Program Management, Sales, New Business Development, Commercial Insurance, Claim, Brokers, Umbrella Insurance, Claims Management, Commercial Lines, Long-term Care, Reinsurance, Health Savings Accounts, Medical Malpractice, General Insurance, Disability Insurance
Education
Baylor University - Hankamer School of Business 1995 — 2000
BBA, Financial Services and Planning / Management Information Systems
Lee High School 1991 — 1995
Kyle Blodgett, CFP® Kyle Blodgett, CFP®'s Waddell & Reed Experience October 2008 - April 2010
Job Partner |Certified Financial Planner™ Professional at Pacific Crest Planning
Industry Insurance
Experience
Pacific Crest Planning April 2010 - Present
Waddell & Reed October 2008 - April 2010
Fidelity Investments March 2006 - September 2008
Skills
Estate Planning, Retirement Income..., Investment Planning, Tax Planning, Pension and Social..., Insurance Planning, 401(k) Business..., Long-Term Care and...
Education
Brigham Young University
BS Financial Services, Accounting, Investment Management, Real Estate Investment Analysis, Business Management
The American College
Certified Financial Planner™ Certification, Principals of Financial, Investment, Retirement, Income Tax, and Estate Planning
Pacific Crest Planning April 2010 - Present
Waddell & Reed October 2008 - April 2010
Fidelity Investments March 2006 - September 2008
Skills
Estate Planning, Retirement Income..., Investment Planning, Tax Planning, Pension and Social..., Insurance Planning, 401(k) Business..., Long-Term Care and...
Education
Brigham Young University
BS Financial Services, Accounting, Investment Management, Real Estate Investment Analysis, Business Management
The American College
Certified Financial Planner™ Certification, Principals of Financial, Investment, Retirement, Income Tax, and Estate Planning
Ashley Hedrick's Waddell & Reed Experience August 2006 - November 2006
Job Seeking professional growth
Industry Consumer Services
Experience
Cobbs Allen August 2011 - January 2012
Wells Fargo August 2010 - March 2011
Wells Fargo December 2006 - August 2010
Waddell & Reed August 2006 - November 2006
Sioux Empire Arts Council January 2006 - May 2006
Skills
Marketing, Sales, Marketing Management, Outlook, Data Entry, PowerPoint, Microsoft Office, Banking, Administrative...
Education
Bellevue University 2006 — 2007
B.A., Marketing Management
Southeast Technical Institute 2004 — 2006
Associate, Marketing
Cobbs Allen August 2011 - January 2012
Wells Fargo August 2010 - March 2011
Wells Fargo December 2006 - August 2010
Waddell & Reed August 2006 - November 2006
Sioux Empire Arts Council January 2006 - May 2006
Skills
Marketing, Sales, Marketing Management, Outlook, Data Entry, PowerPoint, Microsoft Office, Banking, Administrative...
Education
Bellevue University 2006 — 2007
B.A., Marketing Management
Southeast Technical Institute 2004 — 2006
Associate, Marketing
Timothy Gee's Waddell & Reed Experience November 2002 - January 2004
Job Senior Marketing Analyst / Chief Email Architect at Homesite Insurance
Industry Marketing and Advertising
Experience
Homesite Insurance February 2014 - Present
Karmaloop July 2013 - January 2014
Exclusive Concepts March 2011 - June 2013
The PSI Group, Inc. September 2010 - November 2010
Neolane September 2007 - July 2010
Boston University Graduate School of Management January 2007 - May 2007
TJX, Inc. May 2006 - August 2006
Excelsior College January 2004 - August 2005
Waddell & Reed November 2002 - January 2004
The Kaleel Jamison Consulting Group, Inc. November 2001 - November 2002
Skills
Email Marketing, Digital Marketing, Online Marketing, Integrated Marketing, Direct Marketing, Strategy, Marketing Communications, Online Advertising, Marketing, Marketing Strategy, Advertising, Social Media, SEM, Public Relations, Press Releases, Project Management, Program Management, Brand Development, Google Adwords, Business Strategy, Lead Generation, PPC
Education
Boston University Questrom School of Business 2005 — 2007
Masters of Business Administration, Marketing and Entrepreneurship, cum laude
Rensselaer Polytechnic Institute 1996 — 2000
Bacehlor of Science, Management, cum laude
Homesite Insurance February 2014 - Present
Karmaloop July 2013 - January 2014
Exclusive Concepts March 2011 - June 2013
The PSI Group, Inc. September 2010 - November 2010
Neolane September 2007 - July 2010
Boston University Graduate School of Management January 2007 - May 2007
TJX, Inc. May 2006 - August 2006
Excelsior College January 2004 - August 2005
Waddell & Reed November 2002 - January 2004
The Kaleel Jamison Consulting Group, Inc. November 2001 - November 2002
Skills
Email Marketing, Digital Marketing, Online Marketing, Integrated Marketing, Direct Marketing, Strategy, Marketing Communications, Online Advertising, Marketing, Marketing Strategy, Advertising, Social Media, SEM, Public Relations, Press Releases, Project Management, Program Management, Brand Development, Google Adwords, Business Strategy, Lead Generation, PPC
Education
Boston University Questrom School of Business 2005 — 2007
Masters of Business Administration, Marketing and Entrepreneurship, cum laude
Rensselaer Polytechnic Institute 1996 — 2000
Bacehlor of Science, Management, cum laude
Ned Hertz's Waddell & Reed Experience April 2009 - May 2011
Job Everything at Bay Gold Enterprises
Industry Financial Services
Experience
Bay Gold Enterprises December 2010 - Present
Waddell & Reed April 2009 - May 2011
Bay Gold Enterprises January 2008 - November 2009
Greater Bay Bank January 2003 - March 2008
Cal Fed 1993 - 2003
Skills
Banking, Employee Benefits, Strategic Financial..., Financial Services, Retirement, Mergers, Forecasting, Mergers & Acquisitions, Financial Reporting, Financial Analysis, Finance, Vendor Management
Education
California State University-East Bay
Bay Gold Enterprises December 2010 - Present
Waddell & Reed April 2009 - May 2011
Bay Gold Enterprises January 2008 - November 2009
Greater Bay Bank January 2003 - March 2008
Cal Fed 1993 - 2003
Skills
Banking, Employee Benefits, Strategic Financial..., Financial Services, Retirement, Mergers, Forecasting, Mergers & Acquisitions, Financial Reporting, Financial Analysis, Finance, Vendor Management
Education
California State University-East Bay
Patrick Crandall's Waddell & Reed Experience November 2002 - May 2004
Job Estimator/Project Manager at Home Guard Environmental Services, Inc.
Industry Financial Services
Experience
Home Guard Environmental Services, Inc. May 2012 - Present
KM Investment Services May 2004 - February 2012
Waddell & Reed November 2002 - May 2004
Heritage Christian Services May 2000 - February 2003
Seneca Cayuga ARC June 1996 - April 2000
Northwestern Mutual January 1997 - June 1997
Skills
Operations Management, Process Improvement, Strategic Planning, Compliance, Team Building, Management, Public Speaking, Team Leadership, Customer Service
Education
State University of New York at Binghamton 1993 — 1997
Bachelor of Arts (BA), Economics, 3.254
Athens Area High School
Home Guard Environmental Services, Inc. May 2012 - Present
KM Investment Services May 2004 - February 2012
Waddell & Reed November 2002 - May 2004
Heritage Christian Services May 2000 - February 2003
Seneca Cayuga ARC June 1996 - April 2000
Northwestern Mutual January 1997 - June 1997
Skills
Operations Management, Process Improvement, Strategic Planning, Compliance, Team Building, Management, Public Speaking, Team Leadership, Customer Service
Education
State University of New York at Binghamton 1993 — 1997
Bachelor of Arts (BA), Economics, 3.254
Athens Area High School
Erica Weber's Waddell & Reed Experience July 2005 - April 2006
Job Director of Operations & Human Resources, Wolfe & Associates
Industry Hospital & Health Care
Experience
Wolfe & Associates December 2006 - Present
Brookstreet Securities April 2006 - December 2006
Waddell & Reed July 2005 - April 2006
Stor-It Rental Storages January 2000 - January 2005
Fund Raisers Ltd. July 1999 - October 2002
Skills
Recruiting, Customer Service, Process Improvement, Management, Training, Operations Management, Leadership, Human Resources, Microsoft Excel, Team Building, Project Management, Team Leadership
Education
Boise State University 2001 — 2006
Bachelor of Business Administration (B.B.A.), Finance
Boise State University
Certificate, Human Services, General
Wolfe & Associates December 2006 - Present
Brookstreet Securities April 2006 - December 2006
Waddell & Reed July 2005 - April 2006
Stor-It Rental Storages January 2000 - January 2005
Fund Raisers Ltd. July 1999 - October 2002
Skills
Recruiting, Customer Service, Process Improvement, Management, Training, Operations Management, Leadership, Human Resources, Microsoft Excel, Team Building, Project Management, Team Leadership
Education
Boise State University 2001 — 2006
Bachelor of Business Administration (B.B.A.), Finance
Boise State University
Certificate, Human Services, General
Douglas Cartwright's Waddell & Reed Experience June 2006 - December 2008
Job Portfolio Manager at Kornitzer Capital Management, Inc.
Industry Capital Markets
Experience
Kornitzer Capital Management, Inc. May 2015 - Present
Kornitzer Capital Management, Inc. May 2013 - Present
Kellogg Asset Management January 2013 - April 2013
Kellogg Asset Management March 2009 - December 2012
Kellogg Asset Management March 2009 - December 2010
Waddell & Reed June 2006 - December 2008
Fidelity Investments July 2001 - July 2004
Skills
Investments, Equities, Asset Management, Fixed Income, Securities, Bonds, Industry Analysis, Leveraged Finance, Portfolio Management, Hedge Funds, High Yield, Capital Markets, Financial Analysis, Equity Research, Financial Modeling, Mergers & Acquisitions, Credit Analysis, Equity Valuation, Valuation
Education
University of Wisconsin-Madison - School of Business 2004 — 2006
MBA, Hawk Center for Applied Security Analysis
Baylor University 1997 — 2001
BA, Business Administration
Kornitzer Capital Management, Inc. May 2015 - Present
Kornitzer Capital Management, Inc. May 2013 - Present
Kellogg Asset Management January 2013 - April 2013
Kellogg Asset Management March 2009 - December 2012
Kellogg Asset Management March 2009 - December 2010
Waddell & Reed June 2006 - December 2008
Fidelity Investments July 2001 - July 2004
Skills
Investments, Equities, Asset Management, Fixed Income, Securities, Bonds, Industry Analysis, Leveraged Finance, Portfolio Management, Hedge Funds, High Yield, Capital Markets, Financial Analysis, Equity Research, Financial Modeling, Mergers & Acquisitions, Credit Analysis, Equity Valuation, Valuation
Education
University of Wisconsin-Madison - School of Business 2004 — 2006
MBA, Hawk Center for Applied Security Analysis
Baylor University 1997 — 2001
BA, Business Administration
Tracy Coad's Waddell & Reed Experience November 2010 - Present
Job Division Administrative Assistant at Waddell & Reed
Industry Financial Services
Experience
Waddell & Reed November 2010 - Present
Dance Attack March 2008 - Present
The Center for Autism and Related Disorders, Inc. (CARD) December 2008 - January 2010
Duran HCP February 2008 - May 2008
American General Media February 2006 - November 2007
Education
California Polytechnic State University-San Luis Obispo 2005 — 2007
BA, Speech Communications
De Anza College 2003 — 2005
AA, Liberal Arts
Waddell & Reed November 2010 - Present
Dance Attack March 2008 - Present
The Center for Autism and Related Disorders, Inc. (CARD) December 2008 - January 2010
Duran HCP February 2008 - May 2008
American General Media February 2006 - November 2007
Education
California Polytechnic State University-San Luis Obispo 2005 — 2007
BA, Speech Communications
De Anza College 2003 — 2005
AA, Liberal Arts
Brenda Riggs's Waddell & Reed Experience June 1998 - June 2001
Job Software Quality Assurance Analyst
Industry Insurance
Experience
Imperial PFS June 2014 - Present
Imperial PFS January 2010 - June 2014
UPAC - Premium Financing Specialists April 2001 - May 2011
Waddell & Reed June 1998 - June 2001
Print Time October 1994 - June 1998
Lomas Mortgage USA (formerly known as Lomas & Nettleton) June 1987 - October 1994
Kmart Corporation August 1984 - June 1987
Skills
Software Quality..., Full SDLC, Test Planning, Test Cases, Manual Testing, User Acceptance Testing, Software Documentation, Software Integration, Software Quality, System Testing, Backwards Compatibility..., Microsoft Test Manager..., Regression Testing, Cross-browser..., Documentation, Document Review, Visual Studio Team..., Customer Relations, Technical Support, Employee Training, Management, Microsoft CRM, VMware View, VMware, Insurance, Inter-Tel phone systems, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Global Outlook, SharePoint, Premium Financing, Internet Explorer, Google Chrome, Firefox, Financial Planning, Active Directory..., Bomgar, Troubleshooting, Public Speaking, Active Directory, SAN, vSphere
Education
Bradley University 1980 — 1983
Journalism, Public Relations
Imperial PFS June 2014 - Present
Imperial PFS January 2010 - June 2014
UPAC - Premium Financing Specialists April 2001 - May 2011
Waddell & Reed June 1998 - June 2001
Print Time October 1994 - June 1998
Lomas Mortgage USA (formerly known as Lomas & Nettleton) June 1987 - October 1994
Kmart Corporation August 1984 - June 1987
Skills
Software Quality..., Full SDLC, Test Planning, Test Cases, Manual Testing, User Acceptance Testing, Software Documentation, Software Integration, Software Quality, System Testing, Backwards Compatibility..., Microsoft Test Manager..., Regression Testing, Cross-browser..., Documentation, Document Review, Visual Studio Team..., Customer Relations, Technical Support, Employee Training, Management, Microsoft CRM, VMware View, VMware, Insurance, Inter-Tel phone systems, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Global Outlook, SharePoint, Premium Financing, Internet Explorer, Google Chrome, Firefox, Financial Planning, Active Directory..., Bomgar, Troubleshooting, Public Speaking, Active Directory, SAN, vSphere
Education
Bradley University 1980 — 1983
Journalism, Public Relations
Nili Makovski's Waddell & Reed Experience Financial AdvisorWaddell & ReedSeptember 2007 - Present
Job Financial Advisor at Waddell & Reed
Industry Financial Services
Experience
Waddell & Reed Financial AdvisorWaddell & ReedSeptember 2007 - Present
Education
Ben-Gurion University of the Negev
Waddell & Reed Financial AdvisorWaddell & ReedSeptember 2007 - Present
Education
Ben-Gurion University of the Negev
Steve Kwiatkowski's Waddell & Reed Experience January 2011 - March 2013
Job President at Legacy Springs Advisors, LLC (RIA)
Industry Investment Management
Experience
Legacy Springs Advisors, LLC March 2013 - Present
Waddell & Reed January 2011 - March 2013
Cantaro Capital, LLC March 2008 - January 2011
Cantaro Medical Fund March 2008 - December 2009
Legacy International Sp. z.o.o. August 1996 - January 2008
Springfield Financial Advisory November 1991 - August 1996
Asia Securities September 1987 - August 1991
Liberty Mutual Insurance June 1985 - August 1986
Boston College 1982 - May 1985
Skills
Private Equity, Fixed Income, Asset Management, Investments, Financial Services, Alternative Investments, Financial Analysis, Start-ups, Business Strategy, Analysis, Management, Business Analysis, Forecasting, Business Planning, Financial Reporting, Risk Management, Process Improvement, Pricing, Strategy, Executive Management, Finance, Portfolio Management, Securities, Financial Advisory, Investment Advisory, Strategic Financial..., Mutual Funds, Valuation, Bonds, Asset Allocation, Estate Planning, Investment Management, Retirement, Venture Capital, Investment Strategies, Equities, Private Placements, ETFs, Equity Research, Series 63, Series 7, Life Insurance, Wealth Management, High Net Worth..., Equity Valuation, Wealth Management..., Retirement Planning
Education
Boston College - Wallace E. Carroll Graduate School of Management 1982 — 1984
MBA, Finance, Graduated Summa Cum Laude
Northeastern University 1976 — 1981
BS Business Admin, Finance & Insurance, Graduated with Highest Honors and with Honors Program Distinction
Legacy Springs Advisors, LLC March 2013 - Present
Waddell & Reed January 2011 - March 2013
Cantaro Capital, LLC March 2008 - January 2011
Cantaro Medical Fund March 2008 - December 2009
Legacy International Sp. z.o.o. August 1996 - January 2008
Springfield Financial Advisory November 1991 - August 1996
Asia Securities September 1987 - August 1991
Liberty Mutual Insurance June 1985 - August 1986
Boston College 1982 - May 1985
Skills
Private Equity, Fixed Income, Asset Management, Investments, Financial Services, Alternative Investments, Financial Analysis, Start-ups, Business Strategy, Analysis, Management, Business Analysis, Forecasting, Business Planning, Financial Reporting, Risk Management, Process Improvement, Pricing, Strategy, Executive Management, Finance, Portfolio Management, Securities, Financial Advisory, Investment Advisory, Strategic Financial..., Mutual Funds, Valuation, Bonds, Asset Allocation, Estate Planning, Investment Management, Retirement, Venture Capital, Investment Strategies, Equities, Private Placements, ETFs, Equity Research, Series 63, Series 7, Life Insurance, Wealth Management, High Net Worth..., Equity Valuation, Wealth Management..., Retirement Planning
Education
Boston College - Wallace E. Carroll Graduate School of Management 1982 — 1984
MBA, Finance, Graduated Summa Cum Laude
Northeastern University 1976 — 1981
BS Business Admin, Finance & Insurance, Graduated with Highest Honors and with Honors Program Distinction
Chad Landrum, CFA's Waddell & Reed Experience August 2014 - Present
Job High Yield Credit at Waddell & Reed
Industry Investment Management
Experience
Waddell & Reed August 2014 - Present
Skills
Distressed Debt, Credit Analysis, High Yield Bonds, Fundamental Analysis, Investment Valuation, Value Investing, Leveraged Finance, Special Situations..., TMT, Retail, Bloomberg, Fixed Income, Valuation, Bonds, Telecommunications, Hedge Funds, Asset Management, Financial Modeling, Financial Analysis, High Yield
Education
Columbia University - Columbia Business School 2010 — 2012
MBA, Applied Value Investing Program
Ball State University
BS, Finance
Waddell & Reed August 2014 - Present
Skills
Distressed Debt, Credit Analysis, High Yield Bonds, Fundamental Analysis, Investment Valuation, Value Investing, Leveraged Finance, Special Situations..., TMT, Retail, Bloomberg, Fixed Income, Valuation, Bonds, Telecommunications, Hedge Funds, Asset Management, Financial Modeling, Financial Analysis, High Yield
Education
Columbia University - Columbia Business School 2010 — 2012
MBA, Applied Value Investing Program
Ball State University
BS, Finance
Cale Nelson's Waddell & Reed Experience May 2007 - April 2009
Job Operations Superintendent @ Gavilon Grain
Industry Farming
Experience
Gavilon Grain September 2013 - Present
Holderly Farms Inc April 2011 - September 2013
Indiana State Department of Agriculture February 2009 - April 2010
Waddell & Reed May 2007 - April 2009
Skills
Microsoft Office, Microsoft Excel, Auditing, Insurance, Payroll, Sales, Financial Risk, Teamwork, Portfolio Management, QuickBooks, Outlook, Accounting, Finance
Education
Purdue University - Krannert School of Management 2003 — 2007
Bachlor of Science, Agriculture Economics
Ball State University 2002 — 2003
business
Gavilon Grain September 2013 - Present
Holderly Farms Inc April 2011 - September 2013
Indiana State Department of Agriculture February 2009 - April 2010
Waddell & Reed May 2007 - April 2009
Skills
Microsoft Office, Microsoft Excel, Auditing, Insurance, Payroll, Sales, Financial Risk, Teamwork, Portfolio Management, QuickBooks, Outlook, Accounting, Finance
Education
Purdue University - Krannert School of Management 2003 — 2007
Bachlor of Science, Agriculture Economics
Ball State University 2002 — 2003
business
Ted Argus, CIPM's Waddell & Reed Experience 2008 - 2008
Job Experienced Private Investment Professional Services Consultant
Industry Information Technology and Services
Experience
Archway Technology Partners, LLC October 2008 - Present
Waddell & Reed 2008 - 2008
Bartz Harbron Chillemi Group September 2007 - December 2007
Walgreen's April 2004 - March 2006
Skills
Performance Attribution, Performance Measurement, Performance Evaluation, Investments, Data Analysis, Portfolio Management, Microsoft Office, Access, Project Management, GIPS Compliance, Performance Appraisal, GIPS Verification, Accounting, Urban Chicken Farming, Finance, Training, Management
Education
Butler University - College of Business Administration 2004 — 2008
B.S, Finance
St.Xavier High School 2000 — 2004
Archway Technology Partners, LLC October 2008 - Present
Waddell & Reed 2008 - 2008
Bartz Harbron Chillemi Group September 2007 - December 2007
Walgreen's April 2004 - March 2006
Skills
Performance Attribution, Performance Measurement, Performance Evaluation, Investments, Data Analysis, Portfolio Management, Microsoft Office, Access, Project Management, GIPS Compliance, Performance Appraisal, GIPS Verification, Accounting, Urban Chicken Farming, Finance, Training, Management
Education
Butler University - College of Business Administration 2004 — 2008
B.S, Finance
St.Xavier High School 2000 — 2004
Seth A. Weil's Waddell & Reed Experience May 2013 - October 2013
Job OSJ Supervision Specialist at Cetera Advisor Networks LLC
Industry Financial Services
Experience
Cetera Advisor Networks LLC January 2014 - Present
Waddell & Reed May 2013 - October 2013
Capital Insurance Brokerage, Inc. June 2012 - September 2013
Smoqued California BBQ California, LLC June 2012 - May 2013
Capital Insurance Brokerage, Inc. June 2012 - March 2013
Centaurus Financial, Inc January 2005 - June 2012
Centaurus Financial, Inc. January 2001 - January 2005
Borg-Warner Security Services January 2000 - January 2001
United States Marine Corps January 1996 - January 2000
Skills
Insurance, Wealth Management, Series 7, Mutual Funds, Investments, Retirement Planning, Retirement, Management, Series 24, Financial Planning, Finance, Series 4, Series 66, Branch Development
Education
California State University 2003 — 2005
Bachelor of Arts, English Language and Literature/Letters
California State University-Fullerton 2003 — 2005
Bachelor's degree, English Language and Literature, General
Cetera Advisor Networks LLC January 2014 - Present
Waddell & Reed May 2013 - October 2013
Capital Insurance Brokerage, Inc. June 2012 - September 2013
Smoqued California BBQ California, LLC June 2012 - May 2013
Capital Insurance Brokerage, Inc. June 2012 - March 2013
Centaurus Financial, Inc January 2005 - June 2012
Centaurus Financial, Inc. January 2001 - January 2005
Borg-Warner Security Services January 2000 - January 2001
United States Marine Corps January 1996 - January 2000
Skills
Insurance, Wealth Management, Series 7, Mutual Funds, Investments, Retirement Planning, Retirement, Management, Series 24, Financial Planning, Finance, Series 4, Series 66, Branch Development
Education
California State University 2003 — 2005
Bachelor of Arts, English Language and Literature/Letters
California State University-Fullerton 2003 — 2005
Bachelor's degree, English Language and Literature, General
Tricia Nelson Bailey, CIPM's Waddell & Reed Experience December 2012 - Present
Job Unit ManagerPerformance Analysis at Waddell & Reed
Industry Investment Management
Experience
Waddell & Reed December 2012 - Present
Waddell & Reed January 2009 - December 2012
Wasatch Advisors October 2000 - January 2009
Garrett Capital Management, Inc. June 1996 - October 2000
Schultz Financial Group Inc. 1994 - 1996
Skills
Equities, Asset Management, Fixed Income, Mutual Funds, Investments, Bloomberg, Investment Management, Performance Measurement, Financial Markets
Education
Brigham Young University 1990 — 1994
BS, Business Management
Waddell & Reed December 2012 - Present
Waddell & Reed January 2009 - December 2012
Wasatch Advisors October 2000 - January 2009
Garrett Capital Management, Inc. June 1996 - October 2000
Schultz Financial Group Inc. 1994 - 1996
Skills
Equities, Asset Management, Fixed Income, Mutual Funds, Investments, Bloomberg, Investment Management, Performance Measurement, Financial Markets
Education
Brigham Young University 1990 — 1994
BS, Business Management
Dustin Sturm CLU® CMFC®'s Waddell & Reed Experience February 2010 - November 2010
Job Internal Wholesaler at Nationwide
Industry Financial Services
Experience
Nationwide March 2013 - Present
Nationwide January 2012 - March 2013
JPMorgan Chase January 2011 - December 2011
Waddell & Reed February 2010 - November 2010
Chase Investment & Insurance Agency June 2009 - August 2009
WRP Investments, Inc May 2007 - August 2007
Sturm Financial Services, Inc December 2003 - August 2006
Skills
Insurance, Customer Service, Finance, Financial Services, Sales, Public Speaking, Series 7, Marketing, Public Relations
Education
Bowling Green State University 2005 — 2009
Bachelor of Science (BS), Finance & Marketing
Nationwide March 2013 - Present
Nationwide January 2012 - March 2013
JPMorgan Chase January 2011 - December 2011
Waddell & Reed February 2010 - November 2010
Chase Investment & Insurance Agency June 2009 - August 2009
WRP Investments, Inc May 2007 - August 2007
Sturm Financial Services, Inc December 2003 - August 2006
Skills
Insurance, Customer Service, Finance, Financial Services, Sales, Public Speaking, Series 7, Marketing, Public Relations
Education
Bowling Green State University 2005 — 2009
Bachelor of Science (BS), Finance & Marketing
Donald Zeigler, MBA's Waddell & Reed Experience May 2007 - April 2008
Job Data Management Specialist at RG Group
Industry Market Research
Experience
RG Group April 2015 - Present
The Media Trust July 2008 - April 2015
Waddell & Reed May 2007 - April 2008
Skills
Advertising, Social Media Marketing, Social Media, Email Marketing, Customer Service, Online Advertising, Digital Marketing, Account Management, Marketing Strategy, Digital Media, Market Research, Public Relations, Marketing, Salesforce.com, Management
Education
Shippensburg University of Pennsylvania 2011 — 2013
Master of Business Administration (M.B.A.)
Bloomsburg University of Pennsylvania 2003 — 2007
Bachelor of Science; Dual, Business Administration; Management and Marketing
RG Group April 2015 - Present
The Media Trust July 2008 - April 2015
Waddell & Reed May 2007 - April 2008
Skills
Advertising, Social Media Marketing, Social Media, Email Marketing, Customer Service, Online Advertising, Digital Marketing, Account Management, Marketing Strategy, Digital Media, Market Research, Public Relations, Marketing, Salesforce.com, Management
Education
Shippensburg University of Pennsylvania 2011 — 2013
Master of Business Administration (M.B.A.)
Bloomsburg University of Pennsylvania 2003 — 2007
Bachelor of Science; Dual, Business Administration; Management and Marketing
Danny Harlow's Waddell & Reed Experience September 2006 - July 2008
Job VP of Operations at Park Place Property Management
Industry Real Estate
Experience
Park Place Property Management August 2008 - Present
Waddell & Reed September 2006 - July 2008
Skills
Real Estate Transactions, Property Management, Residential Homes, First Time Home Buyers, Loans, Investment Properties, Financial Analysis, Customer Service, Mortgage Lending, Real Estate, Short Sales, Management, Budgets, Investors, REO, Sales, Foreclosures, Apartments, Leases
Education
Brigham Young University - Idaho 2003 — 2006
BS, Business
Brigham Young University - Idaho 2002 — 2006
Bachelor's degree, Business, Management, Marketing
Park Place Property Management August 2008 - Present
Waddell & Reed September 2006 - July 2008
Skills
Real Estate Transactions, Property Management, Residential Homes, First Time Home Buyers, Loans, Investment Properties, Financial Analysis, Customer Service, Mortgage Lending, Real Estate, Short Sales, Management, Budgets, Investors, REO, Sales, Foreclosures, Apartments, Leases
Education
Brigham Young University - Idaho 2003 — 2006
BS, Business
Brigham Young University - Idaho 2002 — 2006
Bachelor's degree, Business, Management, Marketing
Joseph Dawson, CFA's Waddell & Reed Experience June 2011 - Present
Job High Yield Analyst at Waddell & Reed
Industry Investment Management
Experience
Waddell & Reed June 2011 - Present
Piper Jaffray May 2010 - August 2010
Seneca Capital Management December 2006 - December 2008
Seneca Capital Management January 2005 - February 2006
Barclays Global Investors 2006 - 2006
Natixis Global Associates March 2000 - December 2004
Jurika and Voyles 2000 - 2004
Skills
Equity Research
Education
Indiana University - Kelley School of Business 2009 — 2011
MBA, Accounting, Finance
Bates College
Bachelor of Arts, Economics
Waddell & Reed June 2011 - Present
Piper Jaffray May 2010 - August 2010
Seneca Capital Management December 2006 - December 2008
Seneca Capital Management January 2005 - February 2006
Barclays Global Investors 2006 - 2006
Natixis Global Associates March 2000 - December 2004
Jurika and Voyles 2000 - 2004
Skills
Equity Research
Education
Indiana University - Kelley School of Business 2009 — 2011
MBA, Accounting, Finance
Bates College
Bachelor of Arts, Economics
Rajini Santhanam's Waddell & Reed Experience May 2011 - October 2011
Job Member Services at DCU
Industry Financial Services
Experience
Digital Federal Credit Union November 2013 - Present
Citizens Bank June 2012 - October 2013
TPW Financial Inc. September 2011 - March 2012
Waddell & Reed May 2011 - October 2011
Eureka Forbes Ltd January 1993 - February 1996
Ajanta Pharma Ltd June 1989 - December 1992
Skills
Product Management, Wealth Management, Marketing, Strategic Financial..., Retirement Planning, Product Development, CRM, Asset Allocation, Investments, Banking, Portfolio Management, Access, Financial Services, Leadership, Marketing Strategy, Training
Education
Boston University 2007 — 2009
Financial Planning Certificate Program
University of Mumbai 1987 — 1989
MBA, Marketing
University of Mumbai 1984 — 1987
Bachelor of Commerce, Accounting and Finance
Digital Federal Credit Union November 2013 - Present
Citizens Bank June 2012 - October 2013
TPW Financial Inc. September 2011 - March 2012
Waddell & Reed May 2011 - October 2011
Eureka Forbes Ltd January 1993 - February 1996
Ajanta Pharma Ltd June 1989 - December 1992
Skills
Product Management, Wealth Management, Marketing, Strategic Financial..., Retirement Planning, Product Development, CRM, Asset Allocation, Investments, Banking, Portfolio Management, Access, Financial Services, Leadership, Marketing Strategy, Training
Education
Boston University 2007 — 2009
Financial Planning Certificate Program
University of Mumbai 1987 — 1989
MBA, Marketing
University of Mumbai 1984 — 1987
Bachelor of Commerce, Accounting and Finance
Catherine Deardurff's Waddell & Reed Experience 2008 - 2008
Job Secretary II
Industry Individual & Family Services
Experience
Advocate Medical Group - Ambulatory Division August 2010 - Present
Guiney Delivery Service May 2010 - August 2010
Ann Taylor Loft March 2008 - August 2010
Heritage Professional Associates 2009 - 2009
Waddell & Reed 2008 - 2008
Education
Benedictine University 2007 — 2009
BA, Summa Cum Laude
College of DuPage 2006 — 2007
AA
DePaul University 2003 — 2005
Advocate Medical Group - Ambulatory Division August 2010 - Present
Guiney Delivery Service May 2010 - August 2010
Ann Taylor Loft March 2008 - August 2010
Heritage Professional Associates 2009 - 2009
Waddell & Reed 2008 - 2008
Education
Benedictine University 2007 — 2009
BA, Summa Cum Laude
College of DuPage 2006 — 2007
AA
DePaul University 2003 — 2005
Ben Charlton's Waddell & Reed Experience January 2006 - December 2007
Job Mathematics | Sales and Consulting | Engineering and Computer Science
Industry Consumer Services
Experience
Darden Restaurants November 2007 - December 2011
Wilson County Schools January 2008 - May 2010
Waddell & Reed January 2006 - December 2007
Weimar Independent School District August 2003 - December 2003
Victoria Independent School District August 2002 - December 2002
Education
Cumberland University 2008 — 2011
MAE, Teaching and Learning
Baylor University 1997 — 2001
B.S., Electrical and Computer Engineering
Darden Restaurants November 2007 - December 2011
Wilson County Schools January 2008 - May 2010
Waddell & Reed January 2006 - December 2007
Weimar Independent School District August 2003 - December 2003
Victoria Independent School District August 2002 - December 2002
Education
Cumberland University 2008 — 2011
MAE, Teaching and Learning
Baylor University 1997 — 2001
B.S., Electrical and Computer Engineering
Blaine Frogget's Waddell & Reed Experience August 2007 - December 2009
Job Student
Industry Hospitality
Experience
Towne Park November 2013 - June 2015
Best Buy November 2012 - December 2012
Towne Park September 2009 - December 2009
Waddell & Reed August 2007 - December 2009
Skills
Customer Service, Time Management, Microsoft Office, Microsoft Word, Microsoft Excel, Customer Satisfaction, Teamwork, Sales, CRM, PowerPoint, Photoshop, Marketing, Data Analysis, Flyers, Microeconomics, Public Speaking, Social Media
Education
Brigham Young University - Idaho 2015 — 2017
Bachelor of Science (B.S.), Economics
Towne Park November 2013 - June 2015
Best Buy November 2012 - December 2012
Towne Park September 2009 - December 2009
Waddell & Reed August 2007 - December 2009
Skills
Customer Service, Time Management, Microsoft Office, Microsoft Word, Microsoft Excel, Customer Satisfaction, Teamwork, Sales, CRM, PowerPoint, Photoshop, Marketing, Data Analysis, Flyers, Microeconomics, Public Speaking, Social Media
Education
Brigham Young University - Idaho 2015 — 2017
Bachelor of Science (B.S.), Economics
Renae McDonald's Waddell & Reed Experience January 2015 - Present
Job Assistant Vice President of Compensation Accounting at Waddell & Reed
Industry Financial Services
Experience
Waddell & Reed January 2015 - Present
Waddell & Reed June 2008 - Present
Garmin International July 2006 - June 2008
Lozier Corporation October 2005 - June 2006
Waddell & Reed October 1995 - June 2005
Skills
Deferred Compensation, Payroll, HRIS
Education
Bellevue University
Bachelor, Management
Waddell & Reed January 2015 - Present
Waddell & Reed June 2008 - Present
Garmin International July 2006 - June 2008
Lozier Corporation October 2005 - June 2006
Waddell & Reed October 1995 - June 2005
Skills
Deferred Compensation, Payroll, HRIS
Education
Bellevue University
Bachelor, Management
Mark Schieber's Waddell & Reed Experience May 1981 - December 2011
Job Controller
Industry Financial Services
Experience
Waddell & Reed May 1981 - December 2011
Skills
Financial Analysis, Accounting
Education
Rockhurst University 1987 — 1990
Master of Business Administration (M.B.A.), Finance, General
Benedictine College 1976 — 1980
Bachelor of Arts (BA), Accounting
Waddell & Reed May 1981 - December 2011
Skills
Financial Analysis, Accounting
Education
Rockhurst University 1987 — 1990
Master of Business Administration (M.B.A.), Finance, General
Benedictine College 1976 — 1980
Bachelor of Arts (BA), Accounting
Lauren Cherry, MBA, PHR's Waddell & Reed Experience May 2009 - July 2009
Job Human Resources Consultant at Integrity HR, Inc Human Resources Outsourcing and Consulting
Industry Human Resources
Experience
Integrity HR, Inc - Human Resources Outsourcing and Consulting March 2015 - Present
Integrity HR, Inc - Human Resources Outsourcing and Consulting January 2014 - March 2015
Aerotek December 2012 - December 2013
Aerotek July 2011 - December 2012
Waddell & Reed May 2009 - July 2009
Skills
Spanish, HR Policies, Microsoft Office, Leadership, Human Resources, Staff Development, Coaching, Training, Event Planning, Recruiting, Interviews, Leadership Development, Teamwork, Public Speaking, Higher Education, Employee Relations
Education
Bellarmine University 2012 — 2014
Master of Business Administration (M.B.A.)
Georgetown College 2007 — 2011
Bachelor of Arts, Commerce; Spanish
University of Granada 2010 — 2010
Semester Study Abroad, Spanish
Integrity HR, Inc - Human Resources Outsourcing and Consulting March 2015 - Present
Integrity HR, Inc - Human Resources Outsourcing and Consulting January 2014 - March 2015
Aerotek December 2012 - December 2013
Aerotek July 2011 - December 2012
Waddell & Reed May 2009 - July 2009
Skills
Spanish, HR Policies, Microsoft Office, Leadership, Human Resources, Staff Development, Coaching, Training, Event Planning, Recruiting, Interviews, Leadership Development, Teamwork, Public Speaking, Higher Education, Employee Relations
Education
Bellarmine University 2012 — 2014
Master of Business Administration (M.B.A.)
Georgetown College 2007 — 2011
Bachelor of Arts, Commerce; Spanish
University of Granada 2010 — 2010
Semester Study Abroad, Spanish
Toby Malott's Waddell & Reed Experience February 2001 - Present
Job Sr. Investment Applications Unit Manager at Waddell & Reed
Industry Financial Services
Experience
Waddell & Reed February 2001 - Present
Skills
Customer Service, Investments, Leadership, Process Improvement, Account Management, Vendor Management, Computer Security, Portfolio Management, Asset Management, Strategic Planning, Sales, Applications, Program Management, Management, Financial Services
Education
Baker University
MBA
Kansas State University
BS, Business Management
Waddell & Reed February 2001 - Present
Skills
Customer Service, Investments, Leadership, Process Improvement, Account Management, Vendor Management, Computer Security, Portfolio Management, Asset Management, Strategic Planning, Sales, Applications, Program Management, Management, Financial Services
Education
Baker University
MBA
Kansas State University
BS, Business Management
Jose Velazquez-Ramos, EA's Waddell & Reed Experience September 2009 - April 2010
Job Enrolled Agent, Master Tax Advisor/Instruc Business H&R Block & Cambridge College; Series 7; Ph.D. Studies Finance
Industry Financial Services
Experience
H&R Block January 2002 - Present
Cambridge College September 2007 - Present
Next Financial Group April 2012 - October 2012
Waddell & Reed September 2009 - April 2010
New England Business Partners June 2007 - May 2009
Primerica July 2002 - April 2007
Skills
IRS Enrolled Agent, Registered Investment..., Licensed Property &..., Licensed Life & Health..., Series 7, Series 66
Education
Fordham University 1997 — 2002
Ph.D. - pending, Financial and Development Economics
Fordham University 1998 — 2000
M.S., Economics
Boston University 2010 — 2011
Certificate, Financial Planning
H&R Block January 2002 - Present
Cambridge College September 2007 - Present
Next Financial Group April 2012 - October 2012
Waddell & Reed September 2009 - April 2010
New England Business Partners June 2007 - May 2009
Primerica July 2002 - April 2007
Skills
IRS Enrolled Agent, Registered Investment..., Licensed Property &..., Licensed Life & Health..., Series 7, Series 66
Education
Fordham University 1997 — 2002
Ph.D. - pending, Financial and Development Economics
Fordham University 1998 — 2000
M.S., Economics
Boston University 2010 — 2011
Certificate, Financial Planning
Tabitha Phillips's Waddell & Reed Experience March 2010 - April 2012
Job Associate Account Administrator at Parker, Smith & Feek
Industry Insurance
Experience
Parker, Smith & Feek April 2012 - Present
Waddell & Reed March 2010 - April 2012
Hub International August 2008 - March 2010
FOX INSURANCE AGENCY October 2006 - August 2008
Skills
Word, Excel,..., Type 85+ wpm, 10-Key, Excellent written and..., Spreadsheets, Outlook, Insurance, Customer Service, Microsoft Excel, Administrative..., Invoicing, PowerPoint, Microsoft Word, Data Entry, Office Management, Office Administration, Adobe Acrobat, Teamwork, Time Management, Microsoft Publisher, Internet Explorer, Travel Arrangements, Filing, Calendaring, Calendars, Supervisory Skills, Telephone Skills, Microsoft Office, 10 Key
Education
State of Washington 2006 — 2010
Property & Casualty License
Bellevue Community College 1999 — 2001
Associate of Arts and Sciences (AAS)
Parker, Smith & Feek April 2012 - Present
Waddell & Reed March 2010 - April 2012
Hub International August 2008 - March 2010
FOX INSURANCE AGENCY October 2006 - August 2008
Skills
Word, Excel,..., Type 85+ wpm, 10-Key, Excellent written and..., Spreadsheets, Outlook, Insurance, Customer Service, Microsoft Excel, Administrative..., Invoicing, PowerPoint, Microsoft Word, Data Entry, Office Management, Office Administration, Adobe Acrobat, Teamwork, Time Management, Microsoft Publisher, Internet Explorer, Travel Arrangements, Filing, Calendaring, Calendars, Supervisory Skills, Telephone Skills, Microsoft Office, 10 Key
Education
State of Washington 2006 — 2010
Property & Casualty License
Bellevue Community College 1999 — 2001
Associate of Arts and Sciences (AAS)
Philip Pak's Waddell & Reed Experience November 2012 - July 2013
Job Financial Analyst at Live Nation Entertainment
Industry Financial Services
Experience
Live Nation Entertainment March 2015 - Present
CSULB Student Managed Investment Fund (SMIF) August 2013 - August 2014
Waddell & Reed November 2012 - July 2013
Skills
Financial Analysis, Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Analysis, Data Analysis, Customer Service, Teamwork, Research
Education
California State University-Long Beach 2012 — 2014
Bachelor of Science (BS), Business Administration - Finance
Live Nation Entertainment March 2015 - Present
CSULB Student Managed Investment Fund (SMIF) August 2013 - August 2014
Waddell & Reed November 2012 - July 2013
Skills
Financial Analysis, Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Analysis, Data Analysis, Customer Service, Teamwork, Research
Education
California State University-Long Beach 2012 — 2014
Bachelor of Science (BS), Business Administration - Finance
Giancarlo Gavino's Waddell & Reed Experience May 2006 - September 2006
Job National Fleet & Transportation Safety Manager at Apria Healthcare
Industry Hospital & Health Care
Experience
Apria Healthcare September 2013 - Present
Apria Healthcare March 2011 - September 2013
Apria Healthcare April 2010 - March 2011
Apria Healthcare January 2008 - April 2010
UnitedHealth Group January 2007 - January 2008
UnitedHealth Group October 2006 - January 2007
Waddell & Reed May 2006 - September 2006
Ameriprise Financial Services, Inc. July 2004 - March 2006
Skills
Forecasting, Data Analysis, Logistics, Risk Management, Project Planning, Transportation, Fleet Management, Project Management, Negotiation, Transportation..., Business Analysis, Business Strategy, P&L Management, Access Database, MS Excel Pivot Tables, Cost Management, Fleet Operations, DOT, Driver Training, Dashboard Builder, CSA 2010, DOT Compliance, HOS Compliance, Drug and Alcohol Program, Manage Internal Safety..., MVR Reviews, Accident Disposition, Driver Qualification..., BIT Program, Pull Notice Program, P & L Management, Driver Incentive..., Vendor relationships, Contract Negotiation, Vehicle upfit analysis, RFP, Vehicle sale auctions, Vendor Management, RFQ Development, Fleet KPIs, Telematics, Employee Relations
Education
California State University-Fullerton 2000 — 2004
Bachelor of Business Administration (B.B.A.), Finance, General
Apria Healthcare September 2013 - Present
Apria Healthcare March 2011 - September 2013
Apria Healthcare April 2010 - March 2011
Apria Healthcare January 2008 - April 2010
UnitedHealth Group January 2007 - January 2008
UnitedHealth Group October 2006 - January 2007
Waddell & Reed May 2006 - September 2006
Ameriprise Financial Services, Inc. July 2004 - March 2006
Skills
Forecasting, Data Analysis, Logistics, Risk Management, Project Planning, Transportation, Fleet Management, Project Management, Negotiation, Transportation..., Business Analysis, Business Strategy, P&L Management, Access Database, MS Excel Pivot Tables, Cost Management, Fleet Operations, DOT, Driver Training, Dashboard Builder, CSA 2010, DOT Compliance, HOS Compliance, Drug and Alcohol Program, Manage Internal Safety..., MVR Reviews, Accident Disposition, Driver Qualification..., BIT Program, Pull Notice Program, P & L Management, Driver Incentive..., Vendor relationships, Contract Negotiation, Vehicle upfit analysis, RFP, Vehicle sale auctions, Vendor Management, RFQ Development, Fleet KPIs, Telematics, Employee Relations
Education
California State University-Fullerton 2000 — 2004
Bachelor of Business Administration (B.B.A.), Finance, General
Andrew Dueck's Waddell & Reed Experience September 2011 - December 2011
Job REALTOR at Keller Williams Realty San Diego Metro
Industry Real Estate
Experience
Keller Williams Real Estate January 2014 - Present
Waddell & Reed September 2011 - December 2011
Skills
Sales, Product Marketing, Online Marketing, Real Estate, Selling, Marketing, Negotiation
Education
Point Loma Nazarene University 2009 — 2011
Bachelor of Arts (B.A.), Business / Marketing
Cabrillo College 2007 — 2009
Associate of Arts (A.A.), Business
Keller Williams Real Estate January 2014 - Present
Waddell & Reed September 2011 - December 2011
Skills
Sales, Product Marketing, Online Marketing, Real Estate, Selling, Marketing, Negotiation
Education
Point Loma Nazarene University 2009 — 2011
Bachelor of Arts (B.A.), Business / Marketing
Cabrillo College 2007 — 2009
Associate of Arts (A.A.), Business
Omar Tawfik's Waddell & Reed Experience January 2015 - May 2015
Job
Industry
Experience
Waddell & Reed January 2015 - May 2015
Ahli United Bank June 2014 - July 2014
Ahli United Bank December 2013 - January 2014
Skills
Microsoft Excel, PowerPoint, Public Speaking, Microsoft Office, Teamwork, Social Networking, Leadership, Finance, Management, Budgets, Research, Time Management
Education
California State University-Fullerton 2010 — 2015
Bachelor of Arts (BA), Finance, General
Waddell & Reed January 2015 - May 2015
Ahli United Bank June 2014 - July 2014
Ahli United Bank December 2013 - January 2014
Skills
Microsoft Excel, PowerPoint, Public Speaking, Microsoft Office, Teamwork, Social Networking, Leadership, Finance, Management, Budgets, Research, Time Management
Education
California State University-Fullerton 2010 — 2015
Bachelor of Arts (BA), Finance, General
T Rowe Price
The Blackstone Group
Pioneer Investments
Lazard
ING Investment Management
Deutsche Asset Management
Lazard Asset Management
Natixis Global Asset Management