Waddell & Reed
Industry: Asset management company
DescriptionWaddell & Reed Financial, Inc. is an American asset management and financial planning company founded in 1937. It has been a publicly traded company since 1998, and has its headquarters in Overland Park, Kansas. Headquarters: Shawnee Mission, Kansas, United States CEO: Philip J. Sanders (1 Aug 2016–) CFO: Mr. Benjamin R. Clouse Subsidiaries: IVY INVESTMENT MANAGEMENT CO,
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Waddell & Reed Employees
Employee
Years
Job
Industry
Jasmin Nijjer Jasmin Nijjer's Waddell & Reed Experience October 2012 - January 2013
Job Tax Associate at PwC
Industry Accounting
Experience
PwC July 2014 - Present
UCLA April 2013 - June 2014
Gillig, LLC June 2012 - January 2014
Waddell & Reed October 2012 - January 2013
Skills
Research, Teamwork, Public Speaking, Statistics, Time Management, Event Planning, Social Networking, Social Media, Budgets, Auditing, Accounts Payable, GAAP, Analysis, Fundraising, Marketing, Management
Education
UCLA 2012 — 2014
Economics, Minor in Accounting
Chabot College 2010 — 2012
Associate of Arts (A.A.) Business Administration, Associate of Arts (A.A) Liberal Arts, 3.93
American High School
PwC July 2014 - Present
UCLA April 2013 - June 2014
Gillig, LLC June 2012 - January 2014
Waddell & Reed October 2012 - January 2013
Skills
Research, Teamwork, Public Speaking, Statistics, Time Management, Event Planning, Social Networking, Social Media, Budgets, Auditing, Accounts Payable, GAAP, Analysis, Fundraising, Marketing, Management
Education
UCLA 2012 — 2014
Economics, Minor in Accounting
Chabot College 2010 — 2012
Associate of Arts (A.A.) Business Administration, Associate of Arts (A.A) Liberal Arts, 3.93
American High School
Nate Eads, CFP® Nate Eads, CFP®'s Waddell & Reed Experience March 1999 - March 2003
Job Principal at Moller Financial Services
Industry Financial Services
Experience
Moller Financial Services May 2007 - Present
Ehlert Financial Group January 2003 - March 2007
Waddell & Reed March 1999 - March 2003
Education
University of Iowa 1991 — 1995
BA, Business Administration
College for Financial Planning
CFP, CFP Professional Education Program
Moller Financial Services May 2007 - Present
Ehlert Financial Group January 2003 - March 2007
Waddell & Reed March 1999 - March 2003
Education
University of Iowa 1991 — 1995
BA, Business Administration
College for Financial Planning
CFP, CFP Professional Education Program
Julie Hupp's Waddell & Reed Experience August 2006 - May 2014
Job Owner at Aspire Planning Group LLC / Director 12 Oaks Foundation
Industry Financial Services
Experience
Aspire Planning Group LLC June 2014 - Present
Twelve Oaks Foundation 2010 - Present
Waddell & Reed August 2006 - May 2014
Aspire Tax Planning 2006 - 2013
TAP Pharmaceuticals 1995 - 2001
Baxter 1988 - 1995
Skills
Strategic Financial..., Small Business, Retirement Planning, Wealth Management, Investments, Portfolio Management
Education
Northwestern University - Kellogg School of Management 1990 — 1994
Masters of Management, International Marketing and Finance
College for Financial Planning 2004 — 2006
Financial Planning
University of Illinois at Urbana-Champaign - College of Business 1983 — 1987
BS in Accountancy, Accounting
Aspire Planning Group LLC June 2014 - Present
Twelve Oaks Foundation 2010 - Present
Waddell & Reed August 2006 - May 2014
Aspire Tax Planning 2006 - 2013
TAP Pharmaceuticals 1995 - 2001
Baxter 1988 - 1995
Skills
Strategic Financial..., Small Business, Retirement Planning, Wealth Management, Investments, Portfolio Management
Education
Northwestern University - Kellogg School of Management 1990 — 1994
Masters of Management, International Marketing and Finance
College for Financial Planning 2004 — 2006
Financial Planning
University of Illinois at Urbana-Champaign - College of Business 1983 — 1987
BS in Accountancy, Accounting
Alyssa Rehberg Alyssa Rehberg's Waddell & Reed Experience April 2007 - Present
Job Division Administrative Associate at Waddell & Reed
Industry Financial Services
Experience
Waddell & Reed April 2007 - Present
Skills
Customer Service, Microsoft Office
Education
Carroll University 2002 — 2006
Bachelor's Degree, Psychology
Waddell & Reed April 2007 - Present
Skills
Customer Service, Microsoft Office
Education
Carroll University 2002 — 2006
Bachelor's Degree, Psychology
Jacob Armstrong, MBA Jacob Armstrong, MBA's Waddell & Reed Experience January 2013 - Present
Job Vice President Institutional Insurance & Subadvisory Business at Waddell & Reed, Ivy Funds
Industry Investment Management
Experience
Waddell & Reed January 2013 - Present
Ivy Funds January 2013 - Present
J.P. Morgan Asset Management 2003 - 2013
J.P. Morgan Asset Management 2003 - 2006
Franklin Templeton Investments 2000 - 2003
Education
Northwestern University - Kellogg School of Management
Master of Business Administration (MBA), Economics, Finance, and Management Strategy
California State University-Sacramento
Bachelor's Degree, Finance
Waddell & Reed January 2013 - Present
Ivy Funds January 2013 - Present
J.P. Morgan Asset Management 2003 - 2013
J.P. Morgan Asset Management 2003 - 2006
Franklin Templeton Investments 2000 - 2003
Education
Northwestern University - Kellogg School of Management
Master of Business Administration (MBA), Economics, Finance, and Management Strategy
California State University-Sacramento
Bachelor's Degree, Finance
Anthony Arbogast MBA's Waddell & Reed Experience February 2007 - June 2008
Job Director of Partnerships at Everspring Inc.
Industry Marketing and Advertising
Experience
Everspring Inc. April 2015 - Present
K-12 Teachers Alliance March 2010 - March 2015
Guardian Life Insurance/Park Avenue Securities June 2008 - July 2009
Waddell & Reed February 2007 - June 2008
Skills
Recruiting, Marketing, Leadership, Process Improvement, Customer Service, Sales, Account Management, Microsoft Excel, Microsoft Office, Strategic Planning, New Business Development, Sales Management, PowerPoint, Management, Social Media, Microsoft Word, Program Management, Outlook, Salesforce.com, Training
Education
Grand Canyon University 2009 — 2011
Bachelors, Finance & Economics
Dominican University 2003 — 2006
Business Administration and Management, General
Colorado State University
Master of Business Administration (M.B.A.)
Nazareth Academy High School
Everspring Inc. April 2015 - Present
K-12 Teachers Alliance March 2010 - March 2015
Guardian Life Insurance/Park Avenue Securities June 2008 - July 2009
Waddell & Reed February 2007 - June 2008
Skills
Recruiting, Marketing, Leadership, Process Improvement, Customer Service, Sales, Account Management, Microsoft Excel, Microsoft Office, Strategic Planning, New Business Development, Sales Management, PowerPoint, Management, Social Media, Microsoft Word, Program Management, Outlook, Salesforce.com, Training
Education
Grand Canyon University 2009 — 2011
Bachelors, Finance & Economics
Dominican University 2003 — 2006
Business Administration and Management, General
Colorado State University
Master of Business Administration (M.B.A.)
Nazareth Academy High School
Mark Repasy Mark Repasy's Waddell & Reed Experience July 2013 - January 2014
Job Relationship Banker
Industry Banking
Experience
JPMorgan Chase & Co. February 2015 - Present
AXA Advisors August 2014 - February 2015
Waddell & Reed July 2013 - January 2014
Big 5 Sporting Goods January 2012 - December 2013
Skills
Financial Analysis, Microsoft Excel, PowerPoint, Financial Modeling, Microsoft Office, Drive for Success, Investment Management, Stock Picking, Sales, Communication, Team Leadership, Leadership, Dependable Team Player, Equity Research, Equity Valuation, Fixed Income Analysis, Fixed Income Portfolio..., Data Entry, Tactfulness, Inventory Management, Series 7, Portfolio Management
Education
Cameron University 2009 — 2013
Bachelor of Business Administration (BBA), Finance, Management
JPMorgan Chase & Co. February 2015 - Present
AXA Advisors August 2014 - February 2015
Waddell & Reed July 2013 - January 2014
Big 5 Sporting Goods January 2012 - December 2013
Skills
Financial Analysis, Microsoft Excel, PowerPoint, Financial Modeling, Microsoft Office, Drive for Success, Investment Management, Stock Picking, Sales, Communication, Team Leadership, Leadership, Dependable Team Player, Equity Research, Equity Valuation, Fixed Income Analysis, Fixed Income Portfolio..., Data Entry, Tactfulness, Inventory Management, Series 7, Portfolio Management
Education
Cameron University 2009 — 2013
Bachelor of Business Administration (BBA), Finance, Management
William Knoke, C.F.P., E.A. William Knoke, C.F.P., E.A.'s Waddell & Reed Experience August 1989 - Present
Job Tax Preparer at The Knoke Group
Industry Accounting
Experience
William L. Knoke, Inc. February 1993 - Present
Waddell & Reed August 1989 - Present
Skills
Tax Preparation, IRS, Bookkeeping, Income Tax, Tax Returns, Tax, QuickBooks, Accounting, Partnership Taxation, Corporate Tax, Small Business, S Corporations, Tax Accounting, Tax Research, Tax Advisory, Auditing, Estate Tax Planning, Finance, Strategic Financial..., Sales Tax, Payroll Taxes, Depreciation, Personal Income Tax..., Journal Entries, Financial Statements, Fixed Assets, General Ledger, Year End Accounts, Bank Reconciliation, Property Tax, Payroll Services, IRS Enrolled Agent, Personal Tax Planning, Small Business Tax, Tax Audit Representation, Turbo Tax, Business Tax Planning, Investments, Financial Planning
Education
College for Financial Planning 2001 — 2002
CFP Professional Education Program, Financial Planning and Services
Pacific Western University 1987 — 1988
M.B.A., Business Administration
William L. Knoke, Inc. February 1993 - Present
Waddell & Reed August 1989 - Present
Skills
Tax Preparation, IRS, Bookkeeping, Income Tax, Tax Returns, Tax, QuickBooks, Accounting, Partnership Taxation, Corporate Tax, Small Business, S Corporations, Tax Accounting, Tax Research, Tax Advisory, Auditing, Estate Tax Planning, Finance, Strategic Financial..., Sales Tax, Payroll Taxes, Depreciation, Personal Income Tax..., Journal Entries, Financial Statements, Fixed Assets, General Ledger, Year End Accounts, Bank Reconciliation, Property Tax, Payroll Services, IRS Enrolled Agent, Personal Tax Planning, Small Business Tax, Tax Audit Representation, Turbo Tax, Business Tax Planning, Investments, Financial Planning
Education
College for Financial Planning 2001 — 2002
CFP Professional Education Program, Financial Planning and Services
Pacific Western University 1987 — 1988
M.B.A., Business Administration
Kathy Bentley's Waddell & Reed Experience April 1997 - December 1998
Job Business Development & Marketing Specialist
Industry Banking
Experience
First Liberty Bank October 2013 - Present
BigWing Interactive July 2012 - October 2013
Downtown OKC Life & Style Magazine August 2011 - April 2012
Gordon Stuart May 2008 - October 2011
Bentley's Furniture and Bentley's Auctions January 2003 - April 2008
Bank One, Private Client Services January 1999 - March 2000
Waddell & Reed April 1997 - December 1998
Skills
Banking, Digital Marketing, New Business Development, Customer Service, Media Relations, Marketing Strategy, Treasury Management, Facebook, Strategic Planning, Deposits, Social Media Marketing, Advertising, Business Loans, Remote Deposit Capture, CDS, Social Media, Private Banking, Digital Lockbox, Google Adwords, Web Analytics, Google Analytics, Press Releases, Copywriting, Website Development, Management, Commercial Lending, Marketing, Sales
Education
University of Central Oklahoma - College of Business Administration
BBA, Finance
First Liberty Bank October 2013 - Present
BigWing Interactive July 2012 - October 2013
Downtown OKC Life & Style Magazine August 2011 - April 2012
Gordon Stuart May 2008 - October 2011
Bentley's Furniture and Bentley's Auctions January 2003 - April 2008
Bank One, Private Client Services January 1999 - March 2000
Waddell & Reed April 1997 - December 1998
Skills
Banking, Digital Marketing, New Business Development, Customer Service, Media Relations, Marketing Strategy, Treasury Management, Facebook, Strategic Planning, Deposits, Social Media Marketing, Advertising, Business Loans, Remote Deposit Capture, CDS, Social Media, Private Banking, Digital Lockbox, Google Adwords, Web Analytics, Google Analytics, Press Releases, Copywriting, Website Development, Management, Commercial Lending, Marketing, Sales
Education
University of Central Oklahoma - College of Business Administration
BBA, Finance
Andrew Sedlacek's Waddell & Reed Experience March 2012 - March 2013
Job Operations Manager & Staff Accountant at Callan Accounting Services CPA, LLC
Industry Accounting
Experience
Callan Accounting Services CPA, LLC December 2014 - Present
Waddell & Reed March 2012 - March 2013
Hong Kong Restaurant April 2004 - September 2010
Skills
Leadership, Microsoft Office, Microsoft Excel, Customer Service, Strategic Planning, Microsoft Word, Marketing, Outlook, PowerPoint, Human Resources, Sales, Time Management, Tax Preparation, Bookkeeping, Accounting, Financial Accounting, Managerial Finance, Business Valuation, Budgets
Education
Keller Graduate School of Management of DeVry University 2015 — 2015
Graduate Certificate in Accounting, Accounting
Oregon State University 2010 — 2012
Bachelor of Science (B.S.), Business Administration and Management, General
Central Oregon Community College 2006 — 2011
Associate of Arts (A.A.)
Callan Accounting Services CPA, LLC December 2014 - Present
Waddell & Reed March 2012 - March 2013
Hong Kong Restaurant April 2004 - September 2010
Skills
Leadership, Microsoft Office, Microsoft Excel, Customer Service, Strategic Planning, Microsoft Word, Marketing, Outlook, PowerPoint, Human Resources, Sales, Time Management, Tax Preparation, Bookkeeping, Accounting, Financial Accounting, Managerial Finance, Business Valuation, Budgets
Education
Keller Graduate School of Management of DeVry University 2015 — 2015
Graduate Certificate in Accounting, Accounting
Oregon State University 2010 — 2012
Bachelor of Science (B.S.), Business Administration and Management, General
Central Oregon Community College 2006 — 2011
Associate of Arts (A.A.)
Nikki Chavez Nikki Chavez's Waddell & Reed Experience April 2014 - July 2014
Job Analyst Intern at Moran & Company and Fashion Event Intern at Mi Place
Industry Real Estate
Experience
Moran & Company June 2014 - Present
Mi Place May 2014 - Present
Studio4 Salon June 2013 - August 2014
Waddell & Reed April 2014 - July 2014
GenX Energy Drinks June 2013 - August 2013
Education
Chapman University 2012 — 2015
Business Administration; Marketing and Psychology
Moran & Company June 2014 - Present
Mi Place May 2014 - Present
Studio4 Salon June 2013 - August 2014
Waddell & Reed April 2014 - July 2014
GenX Energy Drinks June 2013 - August 2013
Education
Chapman University 2012 — 2015
Business Administration; Marketing and Psychology
Alexandria Cole's Waddell & Reed Experience January 2014 - October 2014
Job Financial Planner at MetLife Premier Client Group of the Pacific
Industry Financial Services
Experience
MetLife Premier Client Group of the Pacific November 2014 - Present
Financial Planning Association (FPA) May 2014 - March 2015
Waddell & Reed January 2014 - October 2014
Wells Fargo September 2009 - June 2014
Skills
Loans, Banking, Commercial Banking, Retail Banking, Credit, Credit Analysis, Portfolio Management, Credit Risk, Research, Mortgage Banking, Wealth Management, Financial Planning, Lines Of Credit, Treasury Management, Private Banking, Refinance, Cross Selling
Education
California State University-Sacramento 2009 — 2014
Bachelor of Arts (B.A.), Economics
Pleasant Grove High School 2005 — 2009
Diploma
MetLife Premier Client Group of the Pacific November 2014 - Present
Financial Planning Association (FPA) May 2014 - March 2015
Waddell & Reed January 2014 - October 2014
Wells Fargo September 2009 - June 2014
Skills
Loans, Banking, Commercial Banking, Retail Banking, Credit, Credit Analysis, Portfolio Management, Credit Risk, Research, Mortgage Banking, Wealth Management, Financial Planning, Lines Of Credit, Treasury Management, Private Banking, Refinance, Cross Selling
Education
California State University-Sacramento 2009 — 2014
Bachelor of Arts (B.A.), Economics
Pleasant Grove High School 2005 — 2009
Diploma
Clayton Brumbaugh Clayton Brumbaugh's Waddell & Reed Experience February 2006 - May 2008
Job Managing Director
Industry Entertainment
Experience
Mindfulness Entertainment October 2014 - Present
TD Ameritrade May 2008 - October 2014
Waddell & Reed February 2006 - May 2008
Luxottica Retail June 2002 - February 2006
Eyes Rite/Infinfity Optical June 1992 - June 2002
Vista Optical August 1997 - December 2000
Cole Managed Vision April 1993 - August 1997
Skills
Series 24, Series 7, Series 66, Salesforce.com, Investment Advisory, Investment Strategies, Retail Management, Retail Distribution, Morningstar, SAP ERP, Qualified Retirement..., Defined Benefit, Defined Contribution, Asset Allocation, Portfolio Management, Investments, Mutual Funds, Strategic Financial..., Retirement Planning, 401k, Securities, ETFs, Financial Planning, Sales
Education
Penn State University 2009 — 2013
Bachelor of Applied Science (B.A.Sc.)
The Pennsylvania State University 2009 — 2013
Bachelor of Applied Science (B.A.Sc.)
College for Financial Planning 2006 — 2007
CRPS
Mindfulness Entertainment October 2014 - Present
TD Ameritrade May 2008 - October 2014
Waddell & Reed February 2006 - May 2008
Luxottica Retail June 2002 - February 2006
Eyes Rite/Infinfity Optical June 1992 - June 2002
Vista Optical August 1997 - December 2000
Cole Managed Vision April 1993 - August 1997
Skills
Series 24, Series 7, Series 66, Salesforce.com, Investment Advisory, Investment Strategies, Retail Management, Retail Distribution, Morningstar, SAP ERP, Qualified Retirement..., Defined Benefit, Defined Contribution, Asset Allocation, Portfolio Management, Investments, Mutual Funds, Strategic Financial..., Retirement Planning, 401k, Securities, ETFs, Financial Planning, Sales
Education
Penn State University 2009 — 2013
Bachelor of Applied Science (B.A.Sc.)
The Pennsylvania State University 2009 — 2013
Bachelor of Applied Science (B.A.Sc.)
College for Financial Planning 2006 — 2007
CRPS
Matt Sellers Matt Sellers's Waddell & Reed Experience March 2013 - November 2014
Job Rack Performance
Industry Sports
Experience
Rack Performance October 2013 - Present
Waddell & Reed March 2013 - November 2014
Edward Jones November 2009 - March 2013
Coffeyville Community College 2006 - 2009
Skills
Public Speaking, Small Business, Management, Leadership, Strategic Planning, Coaching, Marketing, Event Planning, Social Media, Customer Service, Communication, Team Building, Fundraising, Leadership Development, Teaching, Finance, Microsoft Excel
Education
Kansas State University
Coffeyville Community College 2002 — 2003
Rack Performance October 2013 - Present
Waddell & Reed March 2013 - November 2014
Edward Jones November 2009 - March 2013
Coffeyville Community College 2006 - 2009
Skills
Public Speaking, Small Business, Management, Leadership, Strategic Planning, Coaching, Marketing, Event Planning, Social Media, Customer Service, Communication, Team Building, Fundraising, Leadership Development, Teaching, Finance, Microsoft Excel
Education
Kansas State University
Coffeyville Community College 2002 — 2003
Grant Humphries Grant Humphries's Waddell & Reed Experience January 2006 - June 2006
Job Synergist ~ Director, M&A, Business Development ~ Private Equity, Venture Capital, Investment Banking
Industry Venture Capital & Private Equity
Experience
SBV 2012 - 2014
Citi 2011 - 2012
Citi 2011 - 2011
Citi 2008 - 2011
Waddell & Reed January 2006 - June 2006
Skills
Mergers & Acquisitions, Private Equity, Corporate Finance, Financial Modeling, Financial Analysis, Finance, Analysis, Business Development, Investment Banking, Valuation, Forecasting, Portfolio Management, Entrepreneurship, New Business Development, Strategy, Investments, Business Strategy, Economics, Due Diligence, Acquisition Integration, Market Analysis, Venture Capital, Mergers, Risk Management, Start-ups, Management, Business Planning, Business Analysis, Business Valuation, Microsoft Office, Econometric Modeling, Presentations, Team Management, Idea Generation, International Business, Investment Advisory, Economic Research, Financial Transactions, Acquisitions, Synergies, New Business..., Trivia, Consumer Behaviour, Cost Efficiency, Business Intelligence, Management Due Diligence, Leadership, Banking, Equity Research, Financial Structuring
Education
CIMBA 2015 — 2016
Master of Business Administration (MBA)
University of Kansas 2003 — 2007
BS, BGS, Finance, Accounting, & Economics (Honors)
CIMBA 2006 — 2006
International Business, Economics
Blue Valley West High School 2001 — 2003
Blue Valley Northwest High School 1999 — 2001
SBV 2012 - 2014
Citi 2011 - 2012
Citi 2011 - 2011
Citi 2008 - 2011
Waddell & Reed January 2006 - June 2006
Skills
Mergers & Acquisitions, Private Equity, Corporate Finance, Financial Modeling, Financial Analysis, Finance, Analysis, Business Development, Investment Banking, Valuation, Forecasting, Portfolio Management, Entrepreneurship, New Business Development, Strategy, Investments, Business Strategy, Economics, Due Diligence, Acquisition Integration, Market Analysis, Venture Capital, Mergers, Risk Management, Start-ups, Management, Business Planning, Business Analysis, Business Valuation, Microsoft Office, Econometric Modeling, Presentations, Team Management, Idea Generation, International Business, Investment Advisory, Economic Research, Financial Transactions, Acquisitions, Synergies, New Business..., Trivia, Consumer Behaviour, Cost Efficiency, Business Intelligence, Management Due Diligence, Leadership, Banking, Equity Research, Financial Structuring
Education
CIMBA 2015 — 2016
Master of Business Administration (MBA)
University of Kansas 2003 — 2007
BS, BGS, Finance, Accounting, & Economics (Honors)
CIMBA 2006 — 2006
International Business, Economics
Blue Valley West High School 2001 — 2003
Blue Valley Northwest High School 1999 — 2001
Ricky Erling Ricky Erling's Waddell & Reed Experience July 2014 - Present
Job Finance Student at UT Dallas. Currently an Intern as a Associate Financial Advisor
Industry Financial Services
Experience
Waddell & Reed July 2014 - Present
Lombardi Family Concepts Restaurants October 2011 - Present
CARSHOWPOSTER.COM August 2009 - Present
Business Growth U.S. May 2009 - August 2015
Patrizios August 2010 - October 2011
Nate's Seafood November 2008 - June 2010
Darden December 2007 - November 2008
Two Rows February 2007 - December 2007
Steak n Shake March 2005 - January 2006
Allen Sports Association October 2002 - October 2004
Skills
Finance, Marketing, Teamwork, Customer Service, Financial Accounting, Personal Financial..., Income Statement, Estate Planning, Risk Management, Investment Management, Health Insurance, Financial Advisory, Insurance Planning, Life Insurance, Tax Advisory, Real Estate, Restaurant Management, Accounting, Sommelier, Microsoft Office, Budgets, Financial Planning, Certified Financial..., Hospitality, Profit, Customer Satisfaction, Wine, P&L, Food Service, Bloomberg Terminal
Education
The University of Texas at Dallas 2013 — 2016
Bachelor's degree, Finance and Personal Financial Planning
Collin County Community College 2012 — 2013
Associate's degree, Business
Collin County Community College 2007 — 2011
Associate of Science (A.S.), Science
Allen High School 1993 — 2007
Waddell & Reed July 2014 - Present
Lombardi Family Concepts Restaurants October 2011 - Present
CARSHOWPOSTER.COM August 2009 - Present
Business Growth U.S. May 2009 - August 2015
Patrizios August 2010 - October 2011
Nate's Seafood November 2008 - June 2010
Darden December 2007 - November 2008
Two Rows February 2007 - December 2007
Steak n Shake March 2005 - January 2006
Allen Sports Association October 2002 - October 2004
Skills
Finance, Marketing, Teamwork, Customer Service, Financial Accounting, Personal Financial..., Income Statement, Estate Planning, Risk Management, Investment Management, Health Insurance, Financial Advisory, Insurance Planning, Life Insurance, Tax Advisory, Real Estate, Restaurant Management, Accounting, Sommelier, Microsoft Office, Budgets, Financial Planning, Certified Financial..., Hospitality, Profit, Customer Satisfaction, Wine, P&L, Food Service, Bloomberg Terminal
Education
The University of Texas at Dallas 2013 — 2016
Bachelor's degree, Finance and Personal Financial Planning
Collin County Community College 2012 — 2013
Associate's degree, Business
Collin County Community College 2007 — 2011
Associate of Science (A.S.), Science
Allen High School 1993 — 2007
Nathaly R Sanchez Nathaly R Sanchez's Waddell & Reed Experience August 2009 - April 2010
Job Fund Accountant at State Street Global Services
Industry Financial Services
Experience
State Street Global Services September 2013 - Present
JPMorgan Chase September 2011 - December 2012
Waddell & Reed August 2009 - April 2010
Skills
Fixed Income, Investments, Superior Client Service, Derivatives, Equities, Financial Analysis, Economics, Mutual Funds, Bloomberg, Financial Reporting, Financial Modeling, Fund Accounting, Benefit Cost Analysis, Hedge Funds
Education
California State University-Sacramento 2013 — 2015
Master of Science (MS), Accountancy
California State University-Sacramento 2006 — 2011
Bachelor of Science (BS), Business/Finance/Economics
State Street Global Services September 2013 - Present
JPMorgan Chase September 2011 - December 2012
Waddell & Reed August 2009 - April 2010
Skills
Fixed Income, Investments, Superior Client Service, Derivatives, Equities, Financial Analysis, Economics, Mutual Funds, Bloomberg, Financial Reporting, Financial Modeling, Fund Accounting, Benefit Cost Analysis, Hedge Funds
Education
California State University-Sacramento 2013 — 2015
Master of Science (MS), Accountancy
California State University-Sacramento 2006 — 2011
Bachelor of Science (BS), Business/Finance/Economics
Chelsea Whitener's Waddell & Reed Experience June 2010 - August 2014
Job Marketing student at Calvin College
Industry Marketing and Advertising
Experience
Cushe Footwear September 2014 - December 2014
Waddell & Reed June 2010 - August 2014
Jake Maberry Packing, LLC June 2011 - August 2013
Calvin College August 2011 - February 2013
Calvin College August 2011 - May 2012
Adam Bird Photography September 2011 - December 2011
Skills
PowerPoint, Microsoft Excel, Team Leadership, Teaching, Academic Tutoring, Marketing, Consumer Behavior..., Consumer Behaviour, Team Management, Organization, Organizational..., Highly detail oriented, Positivity, Behavior Management, Tutoring, Administrative..., Client Contact, Client Relations Skills, Microsoft Office, Financial Databases, Teaching Reading, Event Planning, Planning & Organizing..., Organizing Meetings, Microsoft Word, Social Media, Social Media Marketing, Marketing Event Planning, Time Management, Teamwork
Education
Calvin College 2010 — 2015
Bachelor of Arts (B.A.), Business- Marketing, 3.4 semester GPA
British Language Training Center 2014 — 2014
CELTA Certification, Teaching English as a Second or Foreign Language/ESL Language Instructor, Pass B Grade
Vrije Universiteit Amsterdam 2013 — 2013
International Business Administration
Cushe Footwear September 2014 - December 2014
Waddell & Reed June 2010 - August 2014
Jake Maberry Packing, LLC June 2011 - August 2013
Calvin College August 2011 - February 2013
Calvin College August 2011 - May 2012
Adam Bird Photography September 2011 - December 2011
Skills
PowerPoint, Microsoft Excel, Team Leadership, Teaching, Academic Tutoring, Marketing, Consumer Behavior..., Consumer Behaviour, Team Management, Organization, Organizational..., Highly detail oriented, Positivity, Behavior Management, Tutoring, Administrative..., Client Contact, Client Relations Skills, Microsoft Office, Financial Databases, Teaching Reading, Event Planning, Planning & Organizing..., Organizing Meetings, Microsoft Word, Social Media, Social Media Marketing, Marketing Event Planning, Time Management, Teamwork
Education
Calvin College 2010 — 2015
Bachelor of Arts (B.A.), Business- Marketing, 3.4 semester GPA
British Language Training Center 2014 — 2014
CELTA Certification, Teaching English as a Second or Foreign Language/ESL Language Instructor, Pass B Grade
Vrije Universiteit Amsterdam 2013 — 2013
International Business Administration
Pamela Moser, EA, MST Pamela Moser, EA, MST's Waddell & Reed Experience 2005 - 2006
Job Enrolled Agent Accountant
Industry Accounting
Experience
Homchick Smith Associates July 2013 - Present
Moser Bookkeeping & Tax Services LLC December 2012 - July 2013
Bruce W Thee & Associates May 2007 - October 2012
Omnitrition International, Inc. October 2001 - May 2006
Waddell & Reed 2005 - 2006
Imperial Color January 2000 - September 2001
Baldini's Sports Casino May 1995 - February 2000
Education
Golden Gate University 2007 — 2012
Masters, Taxation
Morrison University 2002 — 2005
Bachelors, Accounting
Morrison University 2002 — 2005
Bachelor's, Management
Career College of Northern Nevada 1997 — 1999
Associate's degree, Computerized Business Management
Carson City High School 1986 — 1990
General Diploma
Homchick Smith Associates July 2013 - Present
Moser Bookkeeping & Tax Services LLC December 2012 - July 2013
Bruce W Thee & Associates May 2007 - October 2012
Omnitrition International, Inc. October 2001 - May 2006
Waddell & Reed 2005 - 2006
Imperial Color January 2000 - September 2001
Baldini's Sports Casino May 1995 - February 2000
Education
Golden Gate University 2007 — 2012
Masters, Taxation
Morrison University 2002 — 2005
Bachelors, Accounting
Morrison University 2002 — 2005
Bachelor's, Management
Career College of Northern Nevada 1997 — 1999
Associate's degree, Computerized Business Management
Carson City High School 1986 — 1990
General Diploma
Aayush Jhalani Aayush Jhalani's Waddell & Reed Experience August 2011 - June 2012
Job Investment Banking Analyst at Cain Brothers & Co.
Industry Investment Banking
Experience
Cain Brothers & Company, LLC July 2015 - Present
New Sheridan Advisors April 2014 - June 2014
Roth Capital Partners June 2013 - March 2014
Waddell & Reed August 2011 - June 2012
Skills
Microsoft Excel, Economics, PowerPoint, Financial Modeling, Fundamental Analysis, Competitive Analysis, Product Analysis, Industry Analysis, Research Writing, Bloomberg Terminal, Due Diligence, Financial Statements, Finance, Financial Analysis, Investments, Fixed Income, Investment Strategies, Corporate Finance, Valuation, Bloomberg, Equity Research, Microsoft Office
Education
Claremont McKenna College 2014 — 2015
Master's Degree, Finance
University of California, Irvine - The Paul Merage School of Business 2010 — 2014
Bachelor's Degree, Business Administration and Economics, Cum Laude
Cain Brothers & Company, LLC July 2015 - Present
New Sheridan Advisors April 2014 - June 2014
Roth Capital Partners June 2013 - March 2014
Waddell & Reed August 2011 - June 2012
Skills
Microsoft Excel, Economics, PowerPoint, Financial Modeling, Fundamental Analysis, Competitive Analysis, Product Analysis, Industry Analysis, Research Writing, Bloomberg Terminal, Due Diligence, Financial Statements, Finance, Financial Analysis, Investments, Fixed Income, Investment Strategies, Corporate Finance, Valuation, Bloomberg, Equity Research, Microsoft Office
Education
Claremont McKenna College 2014 — 2015
Master's Degree, Finance
University of California, Irvine - The Paul Merage School of Business 2010 — 2014
Bachelor's Degree, Business Administration and Economics, Cum Laude
Marisa Stevenson Marisa Stevenson's Waddell & Reed Experience August 2011 - 2012
Job Designated Coordinator at JEC Miller Inc
Industry Individual & Family Services
Experience
JEC Miller Inc June 2015 - Present
University of Minnesota August 2014 - May 2015
Waddell & Reed August 2011 - 2012
Circuit Court of Cook County May 2011 - July 2011
Ain Dah Yung (Our Home Center) August 2008 - July 2010
Skills
Academic Advising, Photography, Art, Acrylic Painting, Nonprofits, Client Counseling, Academic Achievement, Student Affairs, Intellectual Property, Managerial Finance, Creative Writing, Spray Painting, Product Development, Financial Management, Abstract Expressionism, Pastel, Retention Strategies, Student Counseling, Public Speaking, Research, Community Outreach, Microsoft Office, Editing, Program Development, Grant Writing
Education
Chicago-Kent College of Law, Illinois Institute of Technology 2010 — 2011
J.D.
College of St. Catherine 2004 — 2008
Bachelor of Science, Social Work, 3.48/4.0
JEC Miller Inc June 2015 - Present
University of Minnesota August 2014 - May 2015
Waddell & Reed August 2011 - 2012
Circuit Court of Cook County May 2011 - July 2011
Ain Dah Yung (Our Home Center) August 2008 - July 2010
Skills
Academic Advising, Photography, Art, Acrylic Painting, Nonprofits, Client Counseling, Academic Achievement, Student Affairs, Intellectual Property, Managerial Finance, Creative Writing, Spray Painting, Product Development, Financial Management, Abstract Expressionism, Pastel, Retention Strategies, Student Counseling, Public Speaking, Research, Community Outreach, Microsoft Office, Editing, Program Development, Grant Writing
Education
Chicago-Kent College of Law, Illinois Institute of Technology 2010 — 2011
J.D.
College of St. Catherine 2004 — 2008
Bachelor of Science, Social Work, 3.48/4.0
Chris Mayo-Smith Chris Mayo-Smith's Waddell & Reed Experience March 2012 - May 2012
Job Professional Services Analyst at NetSuite
Industry Financial Services
Experience
NetSuite July 2014 - Present
Colorado College October 2011 - April 2014
DaVita June 2013 - August 2013
Waddell & Reed March 2012 - May 2012
Gentle Giant Moving Co. 2009 - 2012
Kasiisi Project January 2010 - March 2010
Linda Harrar Productions May 2009 - June 2009
Rhode Island Hospital June 2008 - August 2008
Skills
Data Analysis, Spanish, Microsoft Excel, Microsoft Office, Business Strategy, Public Speaking, Strategic Planning, Organizational..., SaaS, Consulting, NetSuite, Professional Services, Microsoft Word, PowerPoint, Research, Social Media, Customer Service, Project Management, Brazilian Portuguese, Investments, Event Planning, Marketing, Finance
Education
HBX Harvard Business School 2015 — 2015
CORe : Credential of Readiness, Pass
Colorado College
Bachelor's Degree, Economics
Weston High School
NetSuite July 2014 - Present
Colorado College October 2011 - April 2014
DaVita June 2013 - August 2013
Waddell & Reed March 2012 - May 2012
Gentle Giant Moving Co. 2009 - 2012
Kasiisi Project January 2010 - March 2010
Linda Harrar Productions May 2009 - June 2009
Rhode Island Hospital June 2008 - August 2008
Skills
Data Analysis, Spanish, Microsoft Excel, Microsoft Office, Business Strategy, Public Speaking, Strategic Planning, Organizational..., SaaS, Consulting, NetSuite, Professional Services, Microsoft Word, PowerPoint, Research, Social Media, Customer Service, Project Management, Brazilian Portuguese, Investments, Event Planning, Marketing, Finance
Education
HBX Harvard Business School 2015 — 2015
CORe : Credential of Readiness, Pass
Colorado College
Bachelor's Degree, Economics
Weston High School
Jodie Ruiz Esparza Jodie Ruiz Esparza's Waddell & Reed Experience March 2013 - Present
Job Recruiting Coordinator at Waddell & Reed
Industry Financial Services
Experience
Waddell & Reed March 2013 - Present
Skills
Social Networking, Marketing, Recruiting, Leadership Development, Social Media, Sales, Event Management, Event Planning, Team Building, Leadership, Public Relations, Training, Fundraising, Public Speaking, Coaching, Nonprofits
Education
Tabor College 1992 — 1993
Bachelor of Arts (B.A.), Social Sciences
Colorado Christian University 1991 — 1992
Central Christian College of Kansas 1989 — 1991
Associate of Arts (A.A.), Psychology
Arapahoe High School
Waddell & Reed March 2013 - Present
Skills
Social Networking, Marketing, Recruiting, Leadership Development, Social Media, Sales, Event Management, Event Planning, Team Building, Leadership, Public Relations, Training, Fundraising, Public Speaking, Coaching, Nonprofits
Education
Tabor College 1992 — 1993
Bachelor of Arts (B.A.), Social Sciences
Colorado Christian University 1991 — 1992
Central Christian College of Kansas 1989 — 1991
Associate of Arts (A.A.), Psychology
Arapahoe High School
Dianne Reitan, AAMS Dianne Reitan, AAMS's Waddell & Reed Experience March 2001 - December 2004
Job Development Manager at Partners In Housing
Industry Nonprofit Organization Management
Experience
Partners In Housing May 2015 - Present
Diocese of Colorado Springs October 2012 - May 2015
Summit Wealth Group August 2011 - September 2012
Alida Connection November 2010 - April 2011
SmartTracks, Inc April 2010 - January 2011
Pass It On, Inc. January 2005 - December 2009
Waddell & Reed March 2001 - December 2004
Skills
Leadership, Event Planning, Marketing, Fundraising, Stewardship, Public Speaking, Annual Giving, Planned Giving, Training, Nonprofits, Strategic Planning, Marketing Communications, Customer Service, Public Relations, Social Networking, Strategic Financial..., Leadership Development, Event Management, Social Media Marketing, Volunteer Management, Community Outreach, Community Development, Newsletters, Social Media, Business Development, Strategic Communications, Financial Planning, Retirement Planning, Advertising, Organizational..., Non-profit..., Media Relations, Management Consulting, Program Development, Philanthropy, Small Business, Project Planning, Press Releases, Wealth Accumulation, Insurance, Time Management, Proposal Writing, Facebook, Budgets
Education
Leadership Pikes Peak 2008 — 2009
College for Financial Planning 2003 — 2004
Accredit Asset Management Specialist, California
University of Washington 1992 — 1996
Partners In Housing May 2015 - Present
Diocese of Colorado Springs October 2012 - May 2015
Summit Wealth Group August 2011 - September 2012
Alida Connection November 2010 - April 2011
SmartTracks, Inc April 2010 - January 2011
Pass It On, Inc. January 2005 - December 2009
Waddell & Reed March 2001 - December 2004
Skills
Leadership, Event Planning, Marketing, Fundraising, Stewardship, Public Speaking, Annual Giving, Planned Giving, Training, Nonprofits, Strategic Planning, Marketing Communications, Customer Service, Public Relations, Social Networking, Strategic Financial..., Leadership Development, Event Management, Social Media Marketing, Volunteer Management, Community Outreach, Community Development, Newsletters, Social Media, Business Development, Strategic Communications, Financial Planning, Retirement Planning, Advertising, Organizational..., Non-profit..., Media Relations, Management Consulting, Program Development, Philanthropy, Small Business, Project Planning, Press Releases, Wealth Accumulation, Insurance, Time Management, Proposal Writing, Facebook, Budgets
Education
Leadership Pikes Peak 2008 — 2009
College for Financial Planning 2003 — 2004
Accredit Asset Management Specialist, California
University of Washington 1992 — 1996
Christopher McNeal Christopher McNeal's Waddell & Reed Experience May 2007 - December 2007
Job Law Clerk at Rathbone Group, LLC
Industry Law Practice
Experience
Rathbone Group, LLC April 2015 - Present
Friedman & Gilbert June 2014 - Present
Cleveland-Marshall College of Law August 2013 - Present
Rochester Athletic Club April 2013 - July 2013
ManTech July 2011 - April 2013
US Army April 2008 - July 2011
Merrill Lynch December 2007 - May 2008
Waddell & Reed May 2007 - December 2007
DSW 2005 - 2007
Skills
Legal Writing, Legal Research, Westlaw, Lexis, Bloomberg, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Teamwork, Public Speaking, English, Research, Customer Service, Social Media, Time Management, Windows, Event Planning, Signals Intelligence, Training, Leadership, SIGINT, Geospatial Intelligence, Technical Training, Metadata, Intelligence Analysis, SharePoint, Active Directory, Personal Training, Physical Security, Fitness Instruction, Personal Financial..., Investment Portfolio, Sales, Linux, Prophet, DCGS-A, Geospatial Data, Geospatial Modeling, ArcGIS, Skyline, Virtual Machines, ENVI, Self Defense, Defense, Consulting, Advocacy
Education
Cleveland State University - Cleveland-Marshall College of Law 2013 — 2016
Doctor of Law (J.D.), Law
University of Rochester 2005 — 2007
Bachelor of Arts (B.A.), Political Science
Monroe Community College 2003 — 2004
Associate of Arts (A.A.)
Wilson Magnet High School 1999 — 2002
Rathbone Group, LLC April 2015 - Present
Friedman & Gilbert June 2014 - Present
Cleveland-Marshall College of Law August 2013 - Present
Rochester Athletic Club April 2013 - July 2013
ManTech July 2011 - April 2013
US Army April 2008 - July 2011
Merrill Lynch December 2007 - May 2008
Waddell & Reed May 2007 - December 2007
DSW 2005 - 2007
Skills
Legal Writing, Legal Research, Westlaw, Lexis, Bloomberg, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Teamwork, Public Speaking, English, Research, Customer Service, Social Media, Time Management, Windows, Event Planning, Signals Intelligence, Training, Leadership, SIGINT, Geospatial Intelligence, Technical Training, Metadata, Intelligence Analysis, SharePoint, Active Directory, Personal Training, Physical Security, Fitness Instruction, Personal Financial..., Investment Portfolio, Sales, Linux, Prophet, DCGS-A, Geospatial Data, Geospatial Modeling, ArcGIS, Skyline, Virtual Machines, ENVI, Self Defense, Defense, Consulting, Advocacy
Education
Cleveland State University - Cleveland-Marshall College of Law 2013 — 2016
Doctor of Law (J.D.), Law
University of Rochester 2005 — 2007
Bachelor of Arts (B.A.), Political Science
Monroe Community College 2003 — 2004
Associate of Arts (A.A.)
Wilson Magnet High School 1999 — 2002
Adam Cowles Adam Cowles's Waddell & Reed Experience November 2003 - April 2005
Job Manager
Industry Banking
Experience
Ensignal November 2011 - May 2015
Springleaf Financial Services December 2008 - October 2011
HSS March 2007 - December 2008
Check Into Cash April 2005 - October 2006
Waddell & Reed November 2003 - April 2005
Skills
Management, Security, Customer Service, Sales, Finance, Risk Management, Leadership, Financial Analysis, Credit, Microsoft Excel, Team Building, Team Leadership, Training, Analysis, Sales Management, Microsoft Office
Education
Western Governors University 2012 — 2015
Master of Business Administration (MBA), Management & Strategy
Colorado Mesa University 2007 — 2008
BBA, Economics, 3.15
Casper College 2000 — 2002
ABA, Business Administration
Casper College 2000 — 2002
Associate's degree, Foriegn Language Spanish
Ensignal November 2011 - May 2015
Springleaf Financial Services December 2008 - October 2011
HSS March 2007 - December 2008
Check Into Cash April 2005 - October 2006
Waddell & Reed November 2003 - April 2005
Skills
Management, Security, Customer Service, Sales, Finance, Risk Management, Leadership, Financial Analysis, Credit, Microsoft Excel, Team Building, Team Leadership, Training, Analysis, Sales Management, Microsoft Office
Education
Western Governors University 2012 — 2015
Master of Business Administration (MBA), Management & Strategy
Colorado Mesa University 2007 — 2008
BBA, Economics, 3.15
Casper College 2000 — 2002
ABA, Business Administration
Casper College 2000 — 2002
Associate's degree, Foriegn Language Spanish
Kyle S Clemson, CFP® Kyle S Clemson, CFP®'s Waddell & Reed Experience June 2009 - June 2010
Job CERTIFIED FINANCIAL PLANNER™
Industry Financial Services
Experience
Clemson Wealth Management July 2014 - Present
Investment Strategists at Better Banks August 2013 - July 2014
Heartland Financial Strategists August 2010 - August 2013
Waddell & Reed June 2009 - June 2010
Skills
Certified Financial..., Strategic Financial..., Portfolio Management, Investment Strategies, Retirement Planning, Wealth Management, Investments, IRAs, Financial Analysis, Personal Finance, Mutual Funds, Long Term Care Insurance, Insurance
Education
College for Financial Planning 2012 — 2013
CERTIFIED FINANCIAL PLANNER™
Illinois Wesleyan University 2005 — 2009
BA, Business Administration
Dunlap High School 2001 — 2005
Clemson Wealth Management July 2014 - Present
Investment Strategists at Better Banks August 2013 - July 2014
Heartland Financial Strategists August 2010 - August 2013
Waddell & Reed June 2009 - June 2010
Skills
Certified Financial..., Strategic Financial..., Portfolio Management, Investment Strategies, Retirement Planning, Wealth Management, Investments, IRAs, Financial Analysis, Personal Finance, Mutual Funds, Long Term Care Insurance, Insurance
Education
College for Financial Planning 2012 — 2013
CERTIFIED FINANCIAL PLANNER™
Illinois Wesleyan University 2005 — 2009
BA, Business Administration
Dunlap High School 2001 — 2005
Shad Kearns Shad Kearns's Waddell & Reed Experience January 2012 - April 2012
Job Commercial Analyst at Security First Bank
Industry Financial Services
Experience
Security First Bank March 2015 - Present
Security First Bank August 2013 - Present
Waldo Genetics May 2012 - Present
Waddell & Reed January 2012 - April 2012
Education
Chadron State College 2012 — 2014
Master of Business Administration (M.B.A.), Accounting and Finance
University of Nebraska-Lincoln 2007 — 2011
Bachelor of Science (B.S.), Finance, General
University of Nebraska-Lincoln 2007 — 2011
Bachelor of Arts (B.A.), Marketing
Security First Bank March 2015 - Present
Security First Bank August 2013 - Present
Waldo Genetics May 2012 - Present
Waddell & Reed January 2012 - April 2012
Education
Chadron State College 2012 — 2014
Master of Business Administration (M.B.A.), Accounting and Finance
University of Nebraska-Lincoln 2007 — 2011
Bachelor of Science (B.S.), Finance, General
University of Nebraska-Lincoln 2007 — 2011
Bachelor of Arts (B.A.), Marketing
Sarah Wiers Sarah Wiers's Waddell & Reed Experience June 2010 - August 2010
Job Nanny
Industry Farming
Experience
Nanny March 2013 - Present
Intermedia July 2012 - May 2013
StudioCraft/Versatility February 2012 - May 2012
Calvin College/Geography Department September 2010 - May 2011
Waddell & Reed June 2010 - August 2010
Wiers Farm 1999 - 2009
Dutch Maid Logistics June 2006 - September 2006
Skills
PowerPoint, Word, Microsoft Office, Customer Service, Wordpress, GIS, ESP Online, ArcMap, QuickBooks, Research
Education
Calvin College 2008 — 2012
Geography and Business
Vrije Universiteit Amsterdam 2011 — 2011
Business
Nanny March 2013 - Present
Intermedia July 2012 - May 2013
StudioCraft/Versatility February 2012 - May 2012
Calvin College/Geography Department September 2010 - May 2011
Waddell & Reed June 2010 - August 2010
Wiers Farm 1999 - 2009
Dutch Maid Logistics June 2006 - September 2006
Skills
PowerPoint, Word, Microsoft Office, Customer Service, Wordpress, GIS, ESP Online, ArcMap, QuickBooks, Research
Education
Calvin College 2008 — 2012
Geography and Business
Vrije Universiteit Amsterdam 2011 — 2011
Business
Aaron Hubert Aaron Hubert's Waddell & Reed Experience May 2007 - August 2007
Job Software Developer Internship at Natural Resource and Ecology Lab
Industry Supermarkets
Experience
Natural Resource and Ecology Lab July 2014 - Present
King Soopers April 2010 - July 2014
Waddell & Reed May 2007 - August 2007
Skills
Cashiering, Telephone Skills, Data Entry, PowerPoint, Time Management, Social Media, Cash Handling Experience, Customer Service, Visual Basic, SQL, Visual Studio, Java, Linux, COBOL, HTML5, PHP, Business Intelligence, Microsoft Office, Communication, Teamwork, Problem Solving
Education
Colorado State University 2011 — 2015
Bachelor of Business Administration (B.B.A.), Computer Information Systems
Colorado State University 2011 — 2014
Bachelor of Business Administration (B.B.A.), Computer and Information Systems Security/Information Assurance, Senior
Natural Resource and Ecology Lab July 2014 - Present
King Soopers April 2010 - July 2014
Waddell & Reed May 2007 - August 2007
Skills
Cashiering, Telephone Skills, Data Entry, PowerPoint, Time Management, Social Media, Cash Handling Experience, Customer Service, Visual Basic, SQL, Visual Studio, Java, Linux, COBOL, HTML5, PHP, Business Intelligence, Microsoft Office, Communication, Teamwork, Problem Solving
Education
Colorado State University 2011 — 2015
Bachelor of Business Administration (B.B.A.), Computer Information Systems
Colorado State University 2011 — 2014
Bachelor of Business Administration (B.B.A.), Computer and Information Systems Security/Information Assurance, Senior
Kelly William Mercer Kelly William Mercer's Waddell & Reed Experience March 2013 - March 2015
Job Financial Advisor
Industry Financial Services
Experience
Waddell & Reed March 2013 - March 2015
BMC Fine Spirits March 2014 - February 2015
Nevada State Legislature December 2013 - June 2014
BerryBreeze™ July 2013 - June 2014
Red Rock Casino Resort & Spa March 2006 - March 2013
United States Marine Corps March 2000 - March 2004
Skills
Leadership, Time Management, Military, Hospitality, Small Business, Management, Economics, Series 7, Weapons, Union Organizing..., Armorer, Small arms technician, Firearms, Combat, Series 66, Wine & Spirits Industry, Craft Beer, Sales, Sales Management, Finance, Financial Analysis, Financial Planning, Managerial Finance, Bar, Bartending, Nightclub, Food & Beverage, Personal Finance, Fitness, Health Insurance, Life Insurance, Long-term Care, Annuity Sales, Variable Annuities, Variable Life, Account Management, Mutual Funds, Microsoft Office, Stocks, Bonds, Independent Financial..., 529 Plans, IRAs, 401k, 401k Rollovers, Roth IRA, Estate Planning, Event Management, Marketing, Social Media Marketing
Education
University of Nevada-Las Vegas - College of Business 2005 — 2009
B.S.B.A., Finance & Economics, 3.5 GPA
College of Southern Nevada 2004 — 2005
Associate's, Business
United States Army Ordnance Center and School 2000 — 2000
Diploma, Small Arms Repairer (USMC) Course 641-2111 OS, Graduate
Waddell & Reed March 2013 - March 2015
BMC Fine Spirits March 2014 - February 2015
Nevada State Legislature December 2013 - June 2014
BerryBreeze™ July 2013 - June 2014
Red Rock Casino Resort & Spa March 2006 - March 2013
United States Marine Corps March 2000 - March 2004
Skills
Leadership, Time Management, Military, Hospitality, Small Business, Management, Economics, Series 7, Weapons, Union Organizing..., Armorer, Small arms technician, Firearms, Combat, Series 66, Wine & Spirits Industry, Craft Beer, Sales, Sales Management, Finance, Financial Analysis, Financial Planning, Managerial Finance, Bar, Bartending, Nightclub, Food & Beverage, Personal Finance, Fitness, Health Insurance, Life Insurance, Long-term Care, Annuity Sales, Variable Annuities, Variable Life, Account Management, Mutual Funds, Microsoft Office, Stocks, Bonds, Independent Financial..., 529 Plans, IRAs, 401k, 401k Rollovers, Roth IRA, Estate Planning, Event Management, Marketing, Social Media Marketing
Education
University of Nevada-Las Vegas - College of Business 2005 — 2009
B.S.B.A., Finance & Economics, 3.5 GPA
College of Southern Nevada 2004 — 2005
Associate's, Business
United States Army Ordnance Center and School 2000 — 2000
Diploma, Small Arms Repairer (USMC) Course 641-2111 OS, Graduate
Kristen Gorman Kristen Gorman's Waddell & Reed Experience January 2014 - July 2014
Job Student at California University of Pennsylvania
Industry Accounting
Experience
United States Steel Corporation January 2015 - Present
Go West 765 July 2014 - Present
Waddell & Reed January 2014 - July 2014
Sherwood Oaks February 2011 - June 2014
Skills
PowerPoint, Teamwork, Microsoft Excel, Microsoft Office, Payroll, Social Media, Social Networking, Marketing, Event Management, Accounting, Recruiting
Education
California University of Pennsylvania 2012 — 2016
Bachelor of Business Administration (B.B.A.), Accounting and Finance
United States Steel Corporation January 2015 - Present
Go West 765 July 2014 - Present
Waddell & Reed January 2014 - July 2014
Sherwood Oaks February 2011 - June 2014
Skills
PowerPoint, Teamwork, Microsoft Excel, Microsoft Office, Payroll, Social Media, Social Networking, Marketing, Event Management, Accounting, Recruiting
Education
California University of Pennsylvania 2012 — 2016
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Jacqueline R. Britt's Waddell & Reed Experience September 2005 - November 2011
Job Staffing Manager at Carol Harris Staffing, LLC
Industry Banking
Experience
Carol Harris Staffing, LLC August 2014 - Present
MVB Bank November 2011 - June 2014
PNC Bank November 2010 - November 2011
Waddell & Reed September 2005 - November 2011
Skills
Banking, lending,..., Banking, Credit, Finance, Leadership, Wealth Management, Loans, Customer Service, Sales, Strategic Planning, Coaching, Event Planning, Team Building, Marketing
Education
California University of Pennsylvania 2002 — 2005
Master of Science, Business Administration
Carol Harris Staffing, LLC August 2014 - Present
MVB Bank November 2011 - June 2014
PNC Bank November 2010 - November 2011
Waddell & Reed September 2005 - November 2011
Skills
Banking, lending,..., Banking, Credit, Finance, Leadership, Wealth Management, Loans, Customer Service, Sales, Strategic Planning, Coaching, Event Planning, Team Building, Marketing
Education
California University of Pennsylvania 2002 — 2005
Master of Science, Business Administration
Chris Dennison Chris Dennison's Waddell & Reed Experience February 2011 - May 2011
Job Financial Services Representative at Barnum Financial Group, an office of MetLife
Industry Financial Services
Experience
Barnum Financial Group, an office of MetLife September 2011 - Present
Waddell & Reed February 2011 - May 2011
Education
Central Connecticut State University 2006 — 2011
Bachelor's degree, Accounting and Finance
Pomperaug High School 2002 — 2006
Barnum Financial Group, an office of MetLife September 2011 - Present
Waddell & Reed February 2011 - May 2011
Education
Central Connecticut State University 2006 — 2011
Bachelor's degree, Accounting and Finance
Pomperaug High School 2002 — 2006
Reece Denzel Reece Denzel's Waddell & Reed Experience February 2013 - May 2013
Job Portfolio Management Analyst at Hall Capital Partners LLC
Industry Facilities Services
Experience
Hall Capital Partners LLC July 2015 - Present
Sagehen Capital Management September 2011 - May 2015
R3 Originals June 2014 - August 2014
Skyview Capital June 2013 - December 2013
Waddell & Reed February 2013 - May 2013
Dorn & Co., Inc. May 2012 - September 2012
Target June 2009 - August 2009
Education
Pomona College 2011 — 2015
Economics
City University of Hong Kong 2014 — 2014
Economics, Chinese
Fergus Falls High School
Hall Capital Partners LLC July 2015 - Present
Sagehen Capital Management September 2011 - May 2015
R3 Originals June 2014 - August 2014
Skyview Capital June 2013 - December 2013
Waddell & Reed February 2013 - May 2013
Dorn & Co., Inc. May 2012 - September 2012
Target June 2009 - August 2009
Education
Pomona College 2011 — 2015
Economics
City University of Hong Kong 2014 — 2014
Economics, Chinese
Fergus Falls High School
Ryan Beeler's Waddell & Reed Experience December 2007 - September 2008
Job Underwriter at Quicken Loans
Industry Public Relations and Communications
Experience
Quicken Loans February 2012 - Present
Quicken Loans September 2009 - February 2012
Millennium Business Systems February 2009 - August 2009
Waddell & Reed December 2007 - September 2008
Central Michigan Life June 2007 - December 2007
Skills
Mortgage Lending, Sales, Customer Service, Social Media, Microsoft Office, Leadership, Loans, Event Planning, Account Management, Public Relations, Social Media Marketing, Public Speaking, Marketing, Credit, Cold Calling, Building Relationships, Facebook, Time Management, PowerPoint, Marketing Communications, Analysis, Finance, Marketing Strategy, New Business Development, FHA
Education
Central Michigan University 2003 — 2007
BAA, Public Relations
Quicken Loans February 2012 - Present
Quicken Loans September 2009 - February 2012
Millennium Business Systems February 2009 - August 2009
Waddell & Reed December 2007 - September 2008
Central Michigan Life June 2007 - December 2007
Skills
Mortgage Lending, Sales, Customer Service, Social Media, Microsoft Office, Leadership, Loans, Event Planning, Account Management, Public Relations, Social Media Marketing, Public Speaking, Marketing, Credit, Cold Calling, Building Relationships, Facebook, Time Management, PowerPoint, Marketing Communications, Analysis, Finance, Marketing Strategy, New Business Development, FHA
Education
Central Michigan University 2003 — 2007
BAA, Public Relations
Guy Guyton Guy Guyton's Waddell & Reed Experience September 2012 - April 2013
Job Senior Associate Asset Management Advisory at PwC
Industry Financial Services
Experience
PwC September 2015 - Present
Morgan Stanley June 2015 - September 2015
Morgan Stanley June 2013 - June 2015
Central Connecticut State University September 2012 - May 2013
Waddell & Reed September 2012 - April 2013
Community Central September 2011 - September 2012
CIGNA May 2012 - August 2012
Skills
Finance, Public Speaking, Microsoft Excel, Social Media, Marketing, Financial Modeling, Networking, Strategic Planning, Delegation, Customer Service, Financial Analysis, Budgets, Mathematics, Marketing Strategy, Teaching, Presentations, Following Up, PowerPoint, Project Coordination, Strategic Financial..., Wealth Management, Business Analysis, Financial Services, Data Analysis
Education
Central Connecticut State University 2011 — 2013
Bachelor of Science (B.S.), Finance
Northwestern Connecticut State University 2008 — 2010
Associates, General Studies
PwC September 2015 - Present
Morgan Stanley June 2015 - September 2015
Morgan Stanley June 2013 - June 2015
Central Connecticut State University September 2012 - May 2013
Waddell & Reed September 2012 - April 2013
Community Central September 2011 - September 2012
CIGNA May 2012 - August 2012
Skills
Finance, Public Speaking, Microsoft Excel, Social Media, Marketing, Financial Modeling, Networking, Strategic Planning, Delegation, Customer Service, Financial Analysis, Budgets, Mathematics, Marketing Strategy, Teaching, Presentations, Following Up, PowerPoint, Project Coordination, Strategic Financial..., Wealth Management, Business Analysis, Financial Services, Data Analysis
Education
Central Connecticut State University 2011 — 2013
Bachelor of Science (B.S.), Finance
Northwestern Connecticut State University 2008 — 2010
Associates, General Studies
Mathew Williamson Mathew Williamson's Waddell & Reed Experience June 2010 - January 2011
Job General Financial Controller at Dakota Panel/ Menards
Industry Accounting
Experience
Dakota Panel/ Menards May 2014 - Present
Midwest Manufacturing/Menards May 2012 - May 2014
Columbine Health Systems June 2011 - September 2011
Waddell & Reed June 2010 - January 2011
US Navy February 2005 - April 2009
Skills
Market Research, Financial Analysis, Accounts Payable, Financial Sales, Microsoft Office, Budgeting, Accounting, Military, Budgets, Training, Sales Finance, Financial Modeling, Finance
Education
Colorado State University 2009 — 2011
Business of Science, Finance, General
Dakota Panel/ Menards May 2014 - Present
Midwest Manufacturing/Menards May 2012 - May 2014
Columbine Health Systems June 2011 - September 2011
Waddell & Reed June 2010 - January 2011
US Navy February 2005 - April 2009
Skills
Market Research, Financial Analysis, Accounts Payable, Financial Sales, Microsoft Office, Budgeting, Accounting, Military, Budgets, Training, Sales Finance, Financial Modeling, Finance
Education
Colorado State University 2009 — 2011
Business of Science, Finance, General
Eric Zacharias Eric Zacharias's Waddell & Reed Experience May 2008 - August 2008
Job Corporate Strategy/Development Analyst at Creative Artists Agency
Industry Financial Services
Experience
Creative Artists Agency July 2013 - Present
Lazard Freres & Co. June 2011 - July 2013
Relational Investors LLC June 2010 - September 2010
Waddell & Reed May 2008 - August 2008
San Diego State Universtiy Reseach Foundation - Technology Transfer Office May 2008 - August 2008
Skills
Financial Modeling, Corporate Valuation, Investments, LBO, Valuation, Investment Banking, Mergers & Acquisitions, Analysis, Corporate Development, Corporate Finance, Private Equity, Due Diligence, Financial Analysis, M&A experience, Finance
Education
Claremont McKenna College 2007 — 2011
B.A., Economics, Mathematics, Finance, 3.7/4.0
La Jolla High School 2004 — 2007
Creative Artists Agency July 2013 - Present
Lazard Freres & Co. June 2011 - July 2013
Relational Investors LLC June 2010 - September 2010
Waddell & Reed May 2008 - August 2008
San Diego State Universtiy Reseach Foundation - Technology Transfer Office May 2008 - August 2008
Skills
Financial Modeling, Corporate Valuation, Investments, LBO, Valuation, Investment Banking, Mergers & Acquisitions, Analysis, Corporate Development, Corporate Finance, Private Equity, Due Diligence, Financial Analysis, M&A experience, Finance
Education
Claremont McKenna College 2007 — 2011
B.A., Economics, Mathematics, Finance, 3.7/4.0
La Jolla High School 2004 — 2007
Octavia Chavez-Richmond Octavia Chavez-Richmond's Waddell & Reed Experience June 2010 - July 2010
Job M.F.A Acting Candidate 2018 at Brown University
Industry Financial Services
Experience
Brown University April 2015 - Present
Self-employed actress June 2014 - Present
Ipreo June 2012 - June 2014
SIX Telekurs 2011 - February 2012
Independent Research September 2010 - July 2011
Colgate University September 2007 - May 2011
Waddell & Reed June 2010 - July 2010
Skills
Data Analysis, Economics, Research, Microsoft Excel, Outlook, PowerPoint, Microsoft Word, SAS, IDS, MDE, Spanish, SEC, Public Speaking, Acting, Performance Art, Bloomberg, Factset, Investor Relations, Time Management, Financial Markets
Education
Colgate University 2007 — 2011
BA, Economics and Theater
Albuquerque Academy
Brown University April 2015 - Present
Self-employed actress June 2014 - Present
Ipreo June 2012 - June 2014
SIX Telekurs 2011 - February 2012
Independent Research September 2010 - July 2011
Colgate University September 2007 - May 2011
Waddell & Reed June 2010 - July 2010
Skills
Data Analysis, Economics, Research, Microsoft Excel, Outlook, PowerPoint, Microsoft Word, SAS, IDS, MDE, Spanish, SEC, Public Speaking, Acting, Performance Art, Bloomberg, Factset, Investor Relations, Time Management, Financial Markets
Education
Colgate University 2007 — 2011
BA, Economics and Theater
Albuquerque Academy
Sarah Eschwig, CFP® Sarah Eschwig, CFP®'s Waddell & Reed Experience February 1995 - January 2009
Job Owner at High Road Financial
Industry Financial Services
Experience
High Road Financial January 2009 - Present
Waddell & Reed February 1995 - January 2009
Skills
Finance, Investments, Financial Planning, Retirement Planning
Education
University of Nebraska-Lincoln 1985 — 1988
Bachelor of Science (BS), Biology
Mount Marty College 1984 — 1985
Biology, General
College for Financial Planning
CFP(R)
High Road Financial January 2009 - Present
Waddell & Reed February 1995 - January 2009
Skills
Finance, Investments, Financial Planning, Retirement Planning
Education
University of Nebraska-Lincoln 1985 — 1988
Bachelor of Science (BS), Biology
Mount Marty College 1984 — 1985
Biology, General
College for Financial Planning
CFP(R)
Corbin West Corbin West's Waddell & Reed Experience August 2012 - September 2013
Job Associate Bank Examiner at Farm Credit Administration
Industry Banking
Experience
Farm Credit Administration June 2014 - Present
Colorado State University August 2013 - May 2014
Farm Credit Administration May 2013 - May 2014
Colorado State University March 2013 - May 2014
Waddell & Reed August 2012 - September 2013
Colorado State University January 2013 - May 2013
Colorado State University August 2012 - May 2013
UPS August 2011 - June 2012
Big 5 Sporting Goods March 2010 - August 2010
Skills
Financial Analysis, Financial Modeling, Microsoft Excel, Corporate Finance, Finance, Bloomberg Terminal, Public Speaking, Customer Service, Microsoft Office, PowerPoint, Analysis, Leadership, Valuation, Microsoft Word, Equity Valuation, Outlook, Credit Analysis, Equity Research, Fixed Income Analysis, Banking, Financial Risk..., Investments, Market Research, Time Management, Economics, Portfolio Management, Financial Regulation, Financial Markets, Banking Law, Compliance, Statistics, Loan Portfolio Analysis
Education
Colorado State University 2010 — 2014
Bachelor of Science (BS) in Business Administration, Finance and Real Estate, 3.895
Colorado State University 2010 — 2014
Bachelor of Arts (B.A.), Economics with Minor in Spanish, 3.895
Silver Creek High School 2006 — 2010
Longmont, CO
Farm Credit Administration June 2014 - Present
Colorado State University August 2013 - May 2014
Farm Credit Administration May 2013 - May 2014
Colorado State University March 2013 - May 2014
Waddell & Reed August 2012 - September 2013
Colorado State University January 2013 - May 2013
Colorado State University August 2012 - May 2013
UPS August 2011 - June 2012
Big 5 Sporting Goods March 2010 - August 2010
Skills
Financial Analysis, Financial Modeling, Microsoft Excel, Corporate Finance, Finance, Bloomberg Terminal, Public Speaking, Customer Service, Microsoft Office, PowerPoint, Analysis, Leadership, Valuation, Microsoft Word, Equity Valuation, Outlook, Credit Analysis, Equity Research, Fixed Income Analysis, Banking, Financial Risk..., Investments, Market Research, Time Management, Economics, Portfolio Management, Financial Regulation, Financial Markets, Banking Law, Compliance, Statistics, Loan Portfolio Analysis
Education
Colorado State University 2010 — 2014
Bachelor of Science (BS) in Business Administration, Finance and Real Estate, 3.895
Colorado State University 2010 — 2014
Bachelor of Arts (B.A.), Economics with Minor in Spanish, 3.895
Silver Creek High School 2006 — 2010
Longmont, CO
Matthew Preddy, CRPC Matthew Preddy, CRPC's Waddell & Reed Experience July 2004 - April 2006
Job Associate Director, Financial Planning
Industry Financial Services
Experience
Edelman Financial Services September 2014 - Present
TD Ameritrade August 2007 - August 2014
UBS Wealth Management April 2006 - July 2007
Waddell & Reed July 2004 - April 2006
Action Oldsmobile Cadillac GMC Trucks, Inc May 1999 - August 2001
Skills
Client Development, Qualifying Prospects, Computer Proficiency, Client Counseling, Investment Strategies, Communication Skills, Account Management, Sales Management, New Business Development, Series 7, Series 66, Uniform Combined State..., Retirement Planning, Mutual Funds, Strategic Financial..., Bonds, Asset Allocation, FINRA, Retirement, ETFs, Securities, 401k, IRAs, Personal Financial..., High Net Worth..., Relationship Management, Investment Management, Asset Management, Options, Sales, Stocks, Retirement Plan..., Series 65, Series 63, Investment Advisory, Wealth Management, Series 24, Financial Advisory, Insurance, Wealth Management..., Financial Services, Finance, Alternative Investments, Equities, Portfolio Management, Estate Planning, Trading, Life Insurance, Separately Managed..., Financial Planning
Education
College for Financial Planning 2011 — 2011
Chartered Retirement Planning Counselor, Financial Planning and Services
Randolph-Macon College 2000 — 2004
Bachelor of Arts, Economics and Business; Minor in Mathematics
Edelman Financial Services September 2014 - Present
TD Ameritrade August 2007 - August 2014
UBS Wealth Management April 2006 - July 2007
Waddell & Reed July 2004 - April 2006
Action Oldsmobile Cadillac GMC Trucks, Inc May 1999 - August 2001
Skills
Client Development, Qualifying Prospects, Computer Proficiency, Client Counseling, Investment Strategies, Communication Skills, Account Management, Sales Management, New Business Development, Series 7, Series 66, Uniform Combined State..., Retirement Planning, Mutual Funds, Strategic Financial..., Bonds, Asset Allocation, FINRA, Retirement, ETFs, Securities, 401k, IRAs, Personal Financial..., High Net Worth..., Relationship Management, Investment Management, Asset Management, Options, Sales, Stocks, Retirement Plan..., Series 65, Series 63, Investment Advisory, Wealth Management, Series 24, Financial Advisory, Insurance, Wealth Management..., Financial Services, Finance, Alternative Investments, Equities, Portfolio Management, Estate Planning, Trading, Life Insurance, Separately Managed..., Financial Planning
Education
College for Financial Planning 2011 — 2011
Chartered Retirement Planning Counselor, Financial Planning and Services
Randolph-Macon College 2000 — 2004
Bachelor of Arts, Economics and Business; Minor in Mathematics
Denise Jolivette-Jones's Waddell & Reed Experience February 2011 - August 2011
Job Realtor at Keller Williams Realty
Industry Real Estate
Experience
Keller Williams Realty October 2013 - Present
Waddell & Reed February 2011 - August 2011
century 21 1999 - 2009
Skills
Buyer Representation, Sellers, Refinance
Education
College of San Mateo 2007 — 2009
Real Estate Principles/Finance
Keller Williams Realty October 2013 - Present
Waddell & Reed February 2011 - August 2011
century 21 1999 - 2009
Skills
Buyer Representation, Sellers, Refinance
Education
College of San Mateo 2007 — 2009
Real Estate Principles/Finance
David Eshnaur David Eshnaur's Waddell & Reed Experience 1982 - 1997
Job Senior Investment Officer
Industry Insurance
Experience
Pan American Life Insurance Group May 2014 - Present
FTN Financial 2005 - 2013
Pinewood Capital Managemenet 2004 - 2004
Kornitzer Capital Management, Inc. 2000 - 2003
Security Benefit 1997 - 2000
Waddell & Reed 1982 - 1997
Skills
Portfolio Management, Credit, Capital Markets, Fixed Income, Equities, Series 7, Bloomberg, Valuation, Financial Modeling, Hedge Funds, Financial Analysis, Alternative Investments, Bonds, Trading
Education
University of Missouri-Kansas City 1983 — 1986
Master of Business Administration (MBA), Finance
Coe College 1978 — 1982
Bachelor of Arts (BA), Business Administration
Pan American Life Insurance Group May 2014 - Present
FTN Financial 2005 - 2013
Pinewood Capital Managemenet 2004 - 2004
Kornitzer Capital Management, Inc. 2000 - 2003
Security Benefit 1997 - 2000
Waddell & Reed 1982 - 1997
Skills
Portfolio Management, Credit, Capital Markets, Fixed Income, Equities, Series 7, Bloomberg, Valuation, Financial Modeling, Hedge Funds, Financial Analysis, Alternative Investments, Bonds, Trading
Education
University of Missouri-Kansas City 1983 — 1986
Master of Business Administration (MBA), Finance
Coe College 1978 — 1982
Bachelor of Arts (BA), Business Administration
Tanner Sabako Tanner Sabako's Waddell & Reed Experience 2014 - 2014
Job Student at Chapman University
Industry Accounting
Experience
LCPtracker, Inc 2015 - 2015
Waddell & Reed 2014 - 2014
Chapman University 2010 - 2013
Skills
Microsoft Excel, Teamwork, Customer Service, Microsoft Word, Social Media, Public Speaking, Microsoft Office, PowerPoint, Social Networking, Event Planning, Facebook, Time Management, Leadership, Social Media Marketing
Education
Chapman University 2010 — 2014
Trabuco Hills
LCPtracker, Inc 2015 - 2015
Waddell & Reed 2014 - 2014
Chapman University 2010 - 2013
Skills
Microsoft Excel, Teamwork, Customer Service, Microsoft Word, Social Media, Public Speaking, Microsoft Office, PowerPoint, Social Networking, Event Planning, Facebook, Time Management, Leadership, Social Media Marketing
Education
Chapman University 2010 — 2014
Trabuco Hills
David Rushbrook David Rushbrook's Waddell & Reed Experience August 2008 - January 2009
Job Sports Training
Industry Sports
Experience
Self-employed June 2010 - Present
Denali Alaskan Federal Credit Union January 2009 - January 2010
Waddell & Reed August 2008 - January 2009
McKinley Capital Management August 2007 - December 2008
Skills
Personal Finance, Training, Customer Service, Sports Coaching, Stock Market Analysis
Education
University of Alaska Anchorage 2006 — 2008
Bachelor of Business Administration (B.B.A.), Finance, General
Coconino County Community College 2002 — 2004
Associate of Science (A.S.), Business Administration and Management, General
Self-employed June 2010 - Present
Denali Alaskan Federal Credit Union January 2009 - January 2010
Waddell & Reed August 2008 - January 2009
McKinley Capital Management August 2007 - December 2008
Skills
Personal Finance, Training, Customer Service, Sports Coaching, Stock Market Analysis
Education
University of Alaska Anchorage 2006 — 2008
Bachelor of Business Administration (B.B.A.), Finance, General
Coconino County Community College 2002 — 2004
Associate of Science (A.S.), Business Administration and Management, General
Grant Alex Krinock's Waddell & Reed Experience May 2010 - September 2010
Job Financial Sales Consultant at PNC
Industry Financial Services
Experience
PNC October 2012 - Present
PNC December 2011 - October 2012
Legacy Remodeling May 2010 - November 2010
On the Mark Promotions August 2010 - October 2010
Waddell & Reed May 2010 - September 2010
EHC Industries Inc. October 2005 - August 2010
Skills
Social Media, Retail Banking, Home Equity Loans, Home Equity Lines of..., Manage Client..., •Bilingual, NMLS Licensed, •Client Prospecting, •Public Speaking, •Microsoft Office, •Apple Software, •Marketing Research, •Qualitative Research, •Quantitative Research, Marketing, Microsoft Excel, Editing, Microsoft Word, Time Management
Education
STC 2012 — 2012
In Progress, Series 7
ExamFX 2011 — 2011
Licensed Insurance Representative, State of Pennsylvania, Life, Accident, and Health
California University of Pennsylvania 2008 — 2011
BA, English, Creative Writing. Minor Communication, Public Relations
PNC October 2012 - Present
PNC December 2011 - October 2012
Legacy Remodeling May 2010 - November 2010
On the Mark Promotions August 2010 - October 2010
Waddell & Reed May 2010 - September 2010
EHC Industries Inc. October 2005 - August 2010
Skills
Social Media, Retail Banking, Home Equity Loans, Home Equity Lines of..., Manage Client..., •Bilingual, NMLS Licensed, •Client Prospecting, •Public Speaking, •Microsoft Office, •Apple Software, •Marketing Research, •Qualitative Research, •Quantitative Research, Marketing, Microsoft Excel, Editing, Microsoft Word, Time Management
Education
STC 2012 — 2012
In Progress, Series 7
ExamFX 2011 — 2011
Licensed Insurance Representative, State of Pennsylvania, Life, Accident, and Health
California University of Pennsylvania 2008 — 2011
BA, English, Creative Writing. Minor Communication, Public Relations
Whitney (Renner) Porter Whitney (Renner) Porter's Waddell & Reed Experience May 2010 - August 2010
Job Balance Sheet Analyst II at PNC
Industry Financial Services
Experience
PNC August 2012 - Present
PNC June 2011 - August 2012
Miami University Athletic Department May 2010 - October 2010
Waddell & Reed May 2010 - August 2010
Aeropostale April 2007 - June 2010
Skills
Pivot Tables, Leadership, Marketing, Sales, Management, Access, Data Analysis, Microsoft Excel, PowerPoint, Microsoft Office, Financial Analysis, Microsoft Word, Financial Modeling, Customer Service, Analysis, Forecasting
Education
Carnegie Mellon University - Tepper School of Business 2014 — 2017
Master of Business Administration (M.B.A.)
Miami University 2007 — 2011
Bachelor of Science, Finance, focus in Analytical Finance
PNC August 2012 - Present
PNC June 2011 - August 2012
Miami University Athletic Department May 2010 - October 2010
Waddell & Reed May 2010 - August 2010
Aeropostale April 2007 - June 2010
Skills
Pivot Tables, Leadership, Marketing, Sales, Management, Access, Data Analysis, Microsoft Excel, PowerPoint, Microsoft Office, Financial Analysis, Microsoft Word, Financial Modeling, Customer Service, Analysis, Forecasting
Education
Carnegie Mellon University - Tepper School of Business 2014 — 2017
Master of Business Administration (M.B.A.)
Miami University 2007 — 2011
Bachelor of Science, Finance, focus in Analytical Finance
Cheryl Duncan Cheryl Duncan's Waddell & Reed Experience March 2011 - July 2013
Job Operations Manager at Rubicon Mortgage Fund
Industry Retail
Experience
Rubicon Mortgage Fund July 2013 - Present
Waddell & Reed March 2011 - July 2013
StoragePRO, Inc November 2008 - August 2009
SIMA Auctions, Inc. June 2007 - November 2008
North American Title Co. 1989 - 2007
Education
California State University-Sacramento 1985 — 1987
Bachelor of Science, Business Administration with Finance Concentration
Rubicon Mortgage Fund July 2013 - Present
Waddell & Reed March 2011 - July 2013
StoragePRO, Inc November 2008 - August 2009
SIMA Auctions, Inc. June 2007 - November 2008
North American Title Co. 1989 - 2007
Education
California State University-Sacramento 1985 — 1987
Bachelor of Science, Business Administration with Finance Concentration
Brian Nicholas Brian Nicholas's Waddell & Reed Experience August 2011 - December 2011
Job Solutions Architect, Software Engineering & Innovation at Cigna Healthcare
Industry Insurance
Experience
Cigna February 2015 - Present
Cigna UK HealthCare Benefits January 2014 - Present
Cigna January 2013 - January 2014
Cigna January 2012 - January 2013
McGee Family Lawn Care LLC August 2005 - January 2012
Waddell & Reed August 2011 - December 2011
Thomaston Volunteer Fire Department December 2005 - December 2008
Skills
Enterprise Data Modeling, Conceptual Modeling, Data Mapping, Data Standards, Data Validation, Visio, Customer Experience, Customer Journey Mapping, SDLC, Agile & Waterfall..., Architecture, MindManager, HP Quality Center, Application Lifecycle..., Access, Microsoft SQL Server, Microsoft Word, Microsoft Excel, Microsoft Office, Visual Studio, VB.NET, PowerPoint, SAP BI, Crystal Reports, SharePoint Designer, SQL, C++, Requirements Gathering, Access Control, Microsoft Project, Business Analysis
Education
Central Connecticut State University 2008 — 2012
Bachelor's degree, Management Information Systems, General
Cigna February 2015 - Present
Cigna UK HealthCare Benefits January 2014 - Present
Cigna January 2013 - January 2014
Cigna January 2012 - January 2013
McGee Family Lawn Care LLC August 2005 - January 2012
Waddell & Reed August 2011 - December 2011
Thomaston Volunteer Fire Department December 2005 - December 2008
Skills
Enterprise Data Modeling, Conceptual Modeling, Data Mapping, Data Standards, Data Validation, Visio, Customer Experience, Customer Journey Mapping, SDLC, Agile & Waterfall..., Architecture, MindManager, HP Quality Center, Application Lifecycle..., Access, Microsoft SQL Server, Microsoft Word, Microsoft Excel, Microsoft Office, Visual Studio, VB.NET, PowerPoint, SAP BI, Crystal Reports, SharePoint Designer, SQL, C++, Requirements Gathering, Access Control, Microsoft Project, Business Analysis
Education
Central Connecticut State University 2008 — 2012
Bachelor's degree, Management Information Systems, General
Bijou Coulibaly's Waddell & Reed Experience August 2014 - Present
Job Wealth Management Intern at Waddell & Reed
Industry Financial Services
Experience
Christian Brothers University September 2014 - Present
Waddell & Reed August 2014 - Present
Christian Brothers University September 2014 - October 2014
Christian Brothers University August 2013 - August 2014
Skills
Microsoft Office, Customer Service, Microsoft Excel, Management, Microsoft Word, PowerPoint, Public Speaking, Research, Project Management, Leadership, Finance, Data Analysis, Facebook, Social Networking, Teaching, Access, Event Planning
Education
Christian Brothers University 2012 — 2016
Bachelor's degree, Finance and International Business
Christian Brothers University
Christian Brothers University September 2014 - Present
Waddell & Reed August 2014 - Present
Christian Brothers University September 2014 - October 2014
Christian Brothers University August 2013 - August 2014
Skills
Microsoft Office, Customer Service, Microsoft Excel, Management, Microsoft Word, PowerPoint, Public Speaking, Research, Project Management, Leadership, Finance, Data Analysis, Facebook, Social Networking, Teaching, Access, Event Planning
Education
Christian Brothers University 2012 — 2016
Bachelor's degree, Finance and International Business
Christian Brothers University
Carleen Sadewasser Davenport Carleen Sadewasser Davenport's Waddell & Reed Experience 1996 - 1998
Job Director of Customer Fitness RESULTS
Industry Health, Wellness and Fitness
Experience
Get U Fit Carleen August 2013 - Present
Carleen Sadewasser - March 2010 - December 2013
On Site Dentistry April 2000 - June 2012
Insuring LTC 1999 - 2000
Waddell & Reed 1996 - 1998
The Red Lion 1990 - 1997
Skills
Retail, Sales, Team Building, Marketing, Advertising, Fundraising
Education
Clark College 1985 — 1987
AA, Graphic Design
Washougal High School 1981 — 1985
Get U Fit Carleen August 2013 - Present
Carleen Sadewasser - March 2010 - December 2013
On Site Dentistry April 2000 - June 2012
Insuring LTC 1999 - 2000
Waddell & Reed 1996 - 1998
The Red Lion 1990 - 1997
Skills
Retail, Sales, Team Building, Marketing, Advertising, Fundraising
Education
Clark College 1985 — 1987
AA, Graphic Design
Washougal High School 1981 — 1985
Erika Tang Erika Tang's Waddell & Reed Experience May 2011 - August 2011
Job Analytics Manager, RDI Performance Management at Paradysz
Industry Marketing and Advertising
Experience
Paradysz August 2015 - Present
Paradysz September 2014 - August 2015
Paradysz March 2014 - August 2014
Marketing EDGE September 2013 - August 2014
Gerber Life Insurance Company September 2013 - February 2014
LightSpeed Retail June 2013 - August 2013
Carnegie Mellon University May 2012 - August 2012
Waddell & Reed May 2011 - August 2011
Skills
Statistics, Microsoft Excel, Microsoft Office, SPSS, Data Analysis, Research, Stata, Microsoft Word, PowerPoint, Economics, Theatre, R, HTML, Tableau, Public Speaking, Test Planning
Education
Carnegie Mellon University - Tepper School of Business 2009 — 2013
Bachelor of Arts (B.A.), Economics
Paradysz August 2015 - Present
Paradysz September 2014 - August 2015
Paradysz March 2014 - August 2014
Marketing EDGE September 2013 - August 2014
Gerber Life Insurance Company September 2013 - February 2014
LightSpeed Retail June 2013 - August 2013
Carnegie Mellon University May 2012 - August 2012
Waddell & Reed May 2011 - August 2011
Skills
Statistics, Microsoft Excel, Microsoft Office, SPSS, Data Analysis, Research, Stata, Microsoft Word, PowerPoint, Economics, Theatre, R, HTML, Tableau, Public Speaking, Test Planning
Education
Carnegie Mellon University - Tepper School of Business 2009 — 2013
Bachelor of Arts (B.A.), Economics
Ken Tomko, CFA CMT CFP Ken Tomko, CFA CMT CFP's Waddell & Reed Experience December 2009 - April 2011
Job CoFounder & Portfolio Manager at T2 Asset Management, LLC
Industry Investment Management
Experience
T2 Asset Management, LLC May 2013 - Present
Merrill Lynch April 2011 - May 2013
Waddell & Reed December 2009 - April 2011
Self Employed Trader September 2008 - December 2009
Trading RM LLC March 2008 - September 2008
Silex Capital February 2006 - August 2007
Education
Carnegie Mellon University 1987 — 1991
B.S., Economics
T2 Asset Management, LLC May 2013 - Present
Merrill Lynch April 2011 - May 2013
Waddell & Reed December 2009 - April 2011
Self Employed Trader September 2008 - December 2009
Trading RM LLC March 2008 - September 2008
Silex Capital February 2006 - August 2007
Education
Carnegie Mellon University 1987 — 1991
B.S., Economics
JAMES JUSTUS, CFP, CRPC JAMES JUSTUS, CFP, CRPC's Waddell & Reed Experience 2009 - 2011
Job Fee Only Financial Planner, Retirement Planner, Owner, Business Coach
Industry Financial Services
Experience
Objective Planning September 2011 - Present
Waddell & Reed 2009 - 2011
Ameriprise Financial Services, Inc. 2006 - 2009
City of Plano 2001 - 2004
City of Dallas 2000 - 2001
Skills
Strategic Financial..., Budgets, Retirement Planning, Management Consulting, Public Speaking, Small Business, Financial Analysis, Series 7, Entrepreneurship, Statistics, Project Planning, Finance, Investments, Risk Management, Mutual Funds, Budgeting, Financial Planning, Listening to customers, Marketing, Team Building, Strategic Planning
Education
University of Washington 2004 — 2006
MPA
University of North Texas 2000 — 2001
Master of Library Science
Colby College 1993 — 1996
Bachelor of Arts, Art and Performing Arts
University School of Nashville
High School
Objective Planning September 2011 - Present
Waddell & Reed 2009 - 2011
Ameriprise Financial Services, Inc. 2006 - 2009
City of Plano 2001 - 2004
City of Dallas 2000 - 2001
Skills
Strategic Financial..., Budgets, Retirement Planning, Management Consulting, Public Speaking, Small Business, Financial Analysis, Series 7, Entrepreneurship, Statistics, Project Planning, Finance, Investments, Risk Management, Mutual Funds, Budgeting, Financial Planning, Listening to customers, Marketing, Team Building, Strategic Planning
Education
University of Washington 2004 — 2006
MPA
University of North Texas 2000 — 2001
Master of Library Science
Colby College 1993 — 1996
Bachelor of Arts, Art and Performing Arts
University School of Nashville
High School
Nathanael Hahm, CFP® Nathanael Hahm, CFP®'s Waddell & Reed Experience February 2005 - September 2005
Job Wealth Advisor at LifeStage Wealth Management
Industry Financial Services
Experience
LifeStage Wealth Management May 2006 - Present
Waddell & Reed February 2005 - September 2005
Skills
Retirement Planning, Strategic Financial..., Estate Planning, Investments, Wealth Management, Finance, Asset Allocation, Wealth, Wealth Management..., Retirement, Investment Strategies, Securities, Investment Advisory, Social Security Planning
Education
College for Financial Planning 2014 — 2017
Master's Degree, Master of Science in Personal Financial Planning
Minnesota State University, Mankato 2000 — 2004
BS, Finance
LifeStage Wealth Management May 2006 - Present
Waddell & Reed February 2005 - September 2005
Skills
Retirement Planning, Strategic Financial..., Estate Planning, Investments, Wealth Management, Finance, Asset Allocation, Wealth, Wealth Management..., Retirement, Investment Strategies, Securities, Investment Advisory, Social Security Planning
Education
College for Financial Planning 2014 — 2017
Master's Degree, Master of Science in Personal Financial Planning
Minnesota State University, Mankato 2000 — 2004
BS, Finance
Merra Lee Moffitt, AWMA, AIF, CMFC, CFP Merra Lee Moffitt, AWMA, AIF, CMFC, CFP's Waddell & Reed Experience July 2002 - February 2012
Job Just became an Investor/Volunteer for GREP (Greater Reading Economics Partnership). Helping bring bus & Jobs to berks!
Industry Financial Services
Experience
The Good Life Financial Group December 2011 - Present
International Association of You December 2009 - January 2014
Capture Profits, LLC March 2003 - February 2012
Waddell & Reed July 2002 - February 2012
Service Management International January 1991 - July 2001
Education
College for Financial Planning 2005 — 2007
CFP, CMFC, AWMA, Finance
Millersville University of Pennsylvania 1975 — 1979
B.S, Computer Science & Psychology
Oley Valley High School 1971 — 1975
High School Diploma
The Good Life Financial Group December 2011 - Present
International Association of You December 2009 - January 2014
Capture Profits, LLC March 2003 - February 2012
Waddell & Reed July 2002 - February 2012
Service Management International January 1991 - July 2001
Education
College for Financial Planning 2005 — 2007
CFP, CMFC, AWMA, Finance
Millersville University of Pennsylvania 1975 — 1979
B.S, Computer Science & Psychology
Oley Valley High School 1971 — 1975
High School Diploma
John Philipkosky,CFP© John Philipkosky,CFP©'s Waddell & Reed Experience 1994 - 2007
Job Financial Advisior at Virginia Asset Management
Industry Financial Services
Experience
Virginia Asset Management June 2007 - Present
Waddell & Reed 1994 - 2007
Skills
Certified Financial..., Series 6, Series 7, Series 63, Series 65, Life Insurance, Health Insurance, Variable Annuities, Fixed Annuities
Education
Florida Institute of Technology 1987 — 1989
Master of Business Administration (MBA)
California University of Pennsylvania 1973 — 1978
BA, Business Administration
Virginia Asset Management June 2007 - Present
Waddell & Reed 1994 - 2007
Skills
Certified Financial..., Series 6, Series 7, Series 63, Series 65, Life Insurance, Health Insurance, Variable Annuities, Fixed Annuities
Education
Florida Institute of Technology 1987 — 1989
Master of Business Administration (MBA)
California University of Pennsylvania 1973 — 1978
BA, Business Administration
Ricardo Daley, MBA Ricardo Daley, MBA's Waddell & Reed Experience August 2008 - January 2010
Job Investment Banking Analyst | CFA Level I Candidate rdaley25@yahoo.com 440.915.5648
Industry Financial Services
Experience
USAA August 2013 - Present
USAA August 2011 - August 2013
The Vanguard Group January 2010 - October 2010
Waddell & Reed August 2008 - January 2010
Merrill Lynch June 2006 - August 2008
National City Bank April 2005 - June 2006
Key Bank/McDonald Financial Group November 2000 - December 2004
Skills
Financial Modeling, Valuation, New Business Development, Financial Analysis, Financial Consulting, Mutual Funds, DCF LBO Analysis, Financial Advisory, Uniform Combined State..., Series 7, Mergers & Acquisitions, Needs Analysis, Finance, Investment Strategies, Wealth Management
Education
Keller Graduate School of Management of DeVry University 2010 — 2012
MBA, Finance
The Investment Banking Institute, Los Angeles, CA 2010 — 2010
Designation/Certificate, Financial Modeling and Valuation
Cleveland State University 2005 — 2005
MBA Courses/Operations Management
Thiel College 1994 — 1998
Bachelor of Arts, Accounting and Finance
USAA August 2013 - Present
USAA August 2011 - August 2013
The Vanguard Group January 2010 - October 2010
Waddell & Reed August 2008 - January 2010
Merrill Lynch June 2006 - August 2008
National City Bank April 2005 - June 2006
Key Bank/McDonald Financial Group November 2000 - December 2004
Skills
Financial Modeling, Valuation, New Business Development, Financial Analysis, Financial Consulting, Mutual Funds, DCF LBO Analysis, Financial Advisory, Uniform Combined State..., Series 7, Mergers & Acquisitions, Needs Analysis, Finance, Investment Strategies, Wealth Management
Education
Keller Graduate School of Management of DeVry University 2010 — 2012
MBA, Finance
The Investment Banking Institute, Los Angeles, CA 2010 — 2010
Designation/Certificate, Financial Modeling and Valuation
Cleveland State University 2005 — 2005
MBA Courses/Operations Management
Thiel College 1994 — 1998
Bachelor of Arts, Accounting and Finance
Charles Parrish's Waddell & Reed Experience June 1998 - January 2000
Job Franchisee at H&R Block
Industry Accounting
Experience
H&R Block November 2003 - Present
H&R Block September 2005 - August 2012
Financial & Tax Architects February 2000 - November 2003
Waddell & Reed June 1998 - January 2000
Skills
Franchising, Small Business, Financial Planning, Tax, Mergers, Situational Leadership, Training & Development, Leadership, Strategic Financial..., Employee Training, Finance, Project Management, Program Management, Strategic Planning, Tax Preparation, Inventory Management, Income Tax, Customer Satisfaction, Management, Retail, Time Management, Customer Service, Mergers & Acquisitions, Team Leadership, Tax Returns, Budgets, Training, Income Statement, QuickBooks, Strategy, Payroll, Forecasting, Access, Accounting, Accounts Payable, Analysis, Bookkeeping, Business Planning, Cross-functional Team..., Employee Benefits, Financial Analysis, Financial Reporting, Hiring, Interviews, Operations Management, Process Improvement, Product Development, Profit, Quality Assurance, Sales Tax
Education
University of Missouri-Columbia 1995 — 1998
BS, Personal Finance
College of the Ozarks 1993 — 1995
Pre-Engineering
H&R Block November 2003 - Present
H&R Block September 2005 - August 2012
Financial & Tax Architects February 2000 - November 2003
Waddell & Reed June 1998 - January 2000
Skills
Franchising, Small Business, Financial Planning, Tax, Mergers, Situational Leadership, Training & Development, Leadership, Strategic Financial..., Employee Training, Finance, Project Management, Program Management, Strategic Planning, Tax Preparation, Inventory Management, Income Tax, Customer Satisfaction, Management, Retail, Time Management, Customer Service, Mergers & Acquisitions, Team Leadership, Tax Returns, Budgets, Training, Income Statement, QuickBooks, Strategy, Payroll, Forecasting, Access, Accounting, Accounts Payable, Analysis, Bookkeeping, Business Planning, Cross-functional Team..., Employee Benefits, Financial Analysis, Financial Reporting, Hiring, Interviews, Operations Management, Process Improvement, Product Development, Profit, Quality Assurance, Sales Tax
Education
University of Missouri-Columbia 1995 — 1998
BS, Personal Finance
College of the Ozarks 1993 — 1995
Pre-Engineering
Brian Imrich, CFP(r) Brian Imrich, CFP(r)'s Waddell & Reed Experience May 2004 - May 2009
Job Founder, GPS Financial
Industry Financial Services
Experience
GPS Financial June 2009 - Present
Waddell & Reed May 2004 - May 2009
Education
College for Financial Planning 2006 — 2008
CFP(r), Financial Planning
State University of New York College at Geneseo 2000 — 2004
B.A., Economics
GPS Financial June 2009 - Present
Waddell & Reed May 2004 - May 2009
Education
College for Financial Planning 2006 — 2008
CFP(r), Financial Planning
State University of New York College at Geneseo 2000 — 2004
B.A., Economics
Jesse Lindauer Jesse Lindauer's Waddell & Reed Experience May 2012 - August 2012
Job Relationship banker
Industry Financial Services
Experience
JPMorgan Chase October 2013 - Present
New York Life Insurance Company November 2012 - June 2013
Securitas January 2009 - November 2012
Waddell & Reed May 2012 - August 2012
Skills
Sales, Financial Analysis, Financial Advisory, Communication, Typing, Leadership, Finance, Disability Insurance, Long-term Care, Retirement, Series 7, Investments
Education
Washington State University 2009 — 2011
Business Administration, Management and Operations
Clark College 2006 — 2009
Business Administration and Management, General
JPMorgan Chase October 2013 - Present
New York Life Insurance Company November 2012 - June 2013
Securitas January 2009 - November 2012
Waddell & Reed May 2012 - August 2012
Skills
Sales, Financial Analysis, Financial Advisory, Communication, Typing, Leadership, Finance, Disability Insurance, Long-term Care, Retirement, Series 7, Investments
Education
Washington State University 2009 — 2011
Business Administration, Management and Operations
Clark College 2006 — 2009
Business Administration and Management, General
Benjamin Eisenhandler Benjamin Eisenhandler's Waddell & Reed Experience March 2011 - December 2011
Job Event Coordinator at Octagon
Industry Marketing and Advertising
Experience
Octagon March 2012 - December 2012
Waddell & Reed March 2011 - December 2011
Reflexite Corporation June 2011 - October 2011
CCSU Enrollment Center August 2008 - December 2008
Skills
SAP, Microsoft Excel, Microsoft Word, Oracle’s JD Enterprise..., Banner, Budgets, Project Planning, Event Planning, Marketing, Logistics, Sales, Databases, Finance, PowerPoint, Sponsorship, Microsoft Office, Data Analysis
Education
Central Connecticut State University 2007 — 2011
Bachelor of Science (B.S.), Finance
University of Central Lancashire 2009 — 2009
Study Abroad
Octagon March 2012 - December 2012
Waddell & Reed March 2011 - December 2011
Reflexite Corporation June 2011 - October 2011
CCSU Enrollment Center August 2008 - December 2008
Skills
SAP, Microsoft Excel, Microsoft Word, Oracle’s JD Enterprise..., Banner, Budgets, Project Planning, Event Planning, Marketing, Logistics, Sales, Databases, Finance, PowerPoint, Sponsorship, Microsoft Office, Data Analysis
Education
Central Connecticut State University 2007 — 2011
Bachelor of Science (B.S.), Finance
University of Central Lancashire 2009 — 2009
Study Abroad
Nathan Kesling Nathan Kesling's Waddell & Reed Experience June 2012 - October 2012
Job Commercial Underwriter Trainee at CNA Insurance
Industry
Experience
CNA Insurance January 2015 - Present
United Fire Group May 2014 - January 2015
River City Bank April 2013 - August 2014
Waddell & Reed June 2012 - October 2012
Skills
Commercial Insurance, Property & Casualty..., Underwriting, Finance, Accounting, Account Management, Financial Risk..., Fraud Detection, Financial Statement..., Cash Management
Education
California State University-Sacramento 2009 — 2014
Bachelor's Degree, Finance, Risk Management and Insurance, 3.7 GPA
CNA Insurance January 2015 - Present
United Fire Group May 2014 - January 2015
River City Bank April 2013 - August 2014
Waddell & Reed June 2012 - October 2012
Skills
Commercial Insurance, Property & Casualty..., Underwriting, Finance, Accounting, Account Management, Financial Risk..., Fraud Detection, Financial Statement..., Cash Management
Education
California State University-Sacramento 2009 — 2014
Bachelor's Degree, Finance, Risk Management and Insurance, 3.7 GPA
Joshua Land Joshua Land's Waddell & Reed Experience August 2013 - April 2014
Job Registered Associate at Signature Estate & Investment Advisors, LLC
Industry Financial Services
Experience
JPMorgan Chase Bank, N.A. May 2014 - February 2015
Waddell & Reed August 2013 - April 2014
Bank of America, N.A. January 2006 - September 2013
Togo's April 2003 - December 2005
Education
California State University-Northridge
Bachelor of Science (B.S.), Finance
JPMorgan Chase Bank, N.A. May 2014 - February 2015
Waddell & Reed August 2013 - April 2014
Bank of America, N.A. January 2006 - September 2013
Togo's April 2003 - December 2005
Education
California State University-Northridge
Bachelor of Science (B.S.), Finance
Nicholas Murphy, CFP®'s Waddell & Reed Experience June 2002 - July 2004
Job First Vice President Branch Director, Financial Advisor at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management July 2004 - Present
Waddell & Reed June 2002 - July 2004
Education
Campbell University
Master of Business Administration (MBA), Business Administration
Campbell University
Bachelor of Business Administration (BBA), Business Admistration
Duke University
Executive Certificate in Certified Financial Planning
RBC Wealth Management July 2004 - Present
Waddell & Reed June 2002 - July 2004
Education
Campbell University
Master of Business Administration (MBA), Business Administration
Campbell University
Bachelor of Business Administration (BBA), Business Admistration
Duke University
Executive Certificate in Certified Financial Planning
Christina Thresher Christina Thresher's Waddell & Reed Experience September 2009 - May 2013
Job Contracts Specialist at Symetra
Industry Financial Services
Experience
Symetra January 2014 - Present
Suncadia Resort June 2013 - December 2013
Waddell & Reed September 2009 - May 2013
Skills
Time Management, Event Planning, Compliance, Financial Audits, Organizational..., Budget Monitoring, Administrative...
Education
Central Washington University 2007 — 2009
B.A. Sociology and Family & Consumer Science
Symetra January 2014 - Present
Suncadia Resort June 2013 - December 2013
Waddell & Reed September 2009 - May 2013
Skills
Time Management, Event Planning, Compliance, Financial Audits, Organizational..., Budget Monitoring, Administrative...
Education
Central Washington University 2007 — 2009
B.A. Sociology and Family & Consumer Science
Caresse Vera Caresse Vera's Waddell & Reed Experience July 2007 - May 2013
Job Executive Assistant at Private
Industry Executive Office
Experience
Private Office May 2015 - Present
Caresse Vera OPC November 2014 - Present
Cachet Financial Services June 2013 - September 2014
Waddell & Reed July 2007 - May 2013
Maxim May 2006 - July 2007
Remco Wholesale Hardware March 2005 - May 2006
Vector Marketing June 2003 - May 2005
St. Claire Music Academy April 2001 - June 2002
Skills
Time Management, Training, Marketing, Sales, Recruiting, Customer Service, Administrative..., CRM, Social Media, PowerPoint, Management, Microsoft Office, Outlook, Microsoft Word, Salesforce.com, Event Planning, Microsoft Excel, Leadership, Budgets, Sales Management, Travel Management, Data Entry, Creative Problem Solving, Close Attention to..., Inspiration, Facebook, Executive Calendar..., Project Management, Administrative..., Research, 10 Key, Managing Database, Salesforce.com..., Sage ACT! Administration, Office Administration, Office Management, Spreadsheets, Teamwork, Administration, Purchasing, Strategic Planning, Social Networking, Telephone Skills, Online Marketing, Website Consultation, Analysis, Team Building, Adobe Photoshop CC, HTML5, InDesign
Education
California State University-San Bernardino 2014 — 2014
Certificate of Completion, Executive Assistant Online Certificate
Brooks College - Fashion Design 2002 — 2003
Associates Degree, Fashion Design & Merchandising
El Rancho High School 1998 — 2001
High School, Honors, 3.5
Rio Hondo College
Private Office May 2015 - Present
Caresse Vera OPC November 2014 - Present
Cachet Financial Services June 2013 - September 2014
Waddell & Reed July 2007 - May 2013
Maxim May 2006 - July 2007
Remco Wholesale Hardware March 2005 - May 2006
Vector Marketing June 2003 - May 2005
St. Claire Music Academy April 2001 - June 2002
Skills
Time Management, Training, Marketing, Sales, Recruiting, Customer Service, Administrative..., CRM, Social Media, PowerPoint, Management, Microsoft Office, Outlook, Microsoft Word, Salesforce.com, Event Planning, Microsoft Excel, Leadership, Budgets, Sales Management, Travel Management, Data Entry, Creative Problem Solving, Close Attention to..., Inspiration, Facebook, Executive Calendar..., Project Management, Administrative..., Research, 10 Key, Managing Database, Salesforce.com..., Sage ACT! Administration, Office Administration, Office Management, Spreadsheets, Teamwork, Administration, Purchasing, Strategic Planning, Social Networking, Telephone Skills, Online Marketing, Website Consultation, Analysis, Team Building, Adobe Photoshop CC, HTML5, InDesign
Education
California State University-San Bernardino 2014 — 2014
Certificate of Completion, Executive Assistant Online Certificate
Brooks College - Fashion Design 2002 — 2003
Associates Degree, Fashion Design & Merchandising
El Rancho High School 1998 — 2001
High School, Honors, 3.5
Rio Hondo College
Jason Gray's Waddell & Reed Experience July 2014 - October 2014
Job Software Engineer Verint
Industry Information Technology and Services
Experience
Verint November 2014 - Present
Midwest Aquatics January 2014 - Present
Waddell & Reed July 2014 - October 2014
T-System September 2012 - July 2014
Nations Holding Group July 2012 - September 2012
American Eagle Outfitters 2007 - 2012
Big 5 Sporting Goods March 2006 - April 2007
Sears Holdings Corporation March 2005 - March 2006
Skills
SQL, SharePoint, SDLC, Visual Studio, .NET, Management, Leadership, CSS, C#, Web Development, Process Improvement, LINQ, HTML 5, ASP.NET, Business Analysis, Microsoft Office, Databases, PowerPoint, Windows, VB.NET, jQuery, Visio, Supervising, Troubleshooting, Analysis, Software Documentation, Microsoft SQL Server, JavaScript, AJAX, Visual Basic, Coaching, HTML, Project Management, Programming, SOA, ASP.NET AJAX, Software Engineering, Web Applications, Agile Methodologies, Scrum, SSRS, XML, Supply Chain Management, Logistics, Business Intelligence, Software Development, Requirements Analysis, Database Design, AngularJS, HTML5
Education
University of Phoenix 2014 — 2016
Master's degree, Information Technology, Masters of Information Systems
University of Phoenix 2012 — 2014
Information Technology: Software Engineer, Computer Software Engineering, Bachelors Degree
Centriq 2012 — 2013
N/A, Web Applications Program
Chaffey College 2000 — 2004
General Education, General Business
Verint November 2014 - Present
Midwest Aquatics January 2014 - Present
Waddell & Reed July 2014 - October 2014
T-System September 2012 - July 2014
Nations Holding Group July 2012 - September 2012
American Eagle Outfitters 2007 - 2012
Big 5 Sporting Goods March 2006 - April 2007
Sears Holdings Corporation March 2005 - March 2006
Skills
SQL, SharePoint, SDLC, Visual Studio, .NET, Management, Leadership, CSS, C#, Web Development, Process Improvement, LINQ, HTML 5, ASP.NET, Business Analysis, Microsoft Office, Databases, PowerPoint, Windows, VB.NET, jQuery, Visio, Supervising, Troubleshooting, Analysis, Software Documentation, Microsoft SQL Server, JavaScript, AJAX, Visual Basic, Coaching, HTML, Project Management, Programming, SOA, ASP.NET AJAX, Software Engineering, Web Applications, Agile Methodologies, Scrum, SSRS, XML, Supply Chain Management, Logistics, Business Intelligence, Software Development, Requirements Analysis, Database Design, AngularJS, HTML5
Education
University of Phoenix 2014 — 2016
Master's degree, Information Technology, Masters of Information Systems
University of Phoenix 2012 — 2014
Information Technology: Software Engineer, Computer Software Engineering, Bachelors Degree
Centriq 2012 — 2013
N/A, Web Applications Program
Chaffey College 2000 — 2004
General Education, General Business
Brandon S. Campbell, CRPC® Brandon S. Campbell, CRPC®'s Waddell & Reed Experience June 2014 - January 2015
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. January 2015 - Present
Waddell & Reed June 2014 - January 2015
Jauregui Architect Builder Interiors June 2013 - June 2014
Trey Jordan Architecture August 2007 - August 2011
Education
The University of Texas at Austin 2011 — 2013
Master's Degree, Architecture
University of Arizona 1999 — 2003
Bachelor’s Degree, Architecture, Magna Cum Laude
College for Financial Planning
Ameriprise Financial Services, Inc. January 2015 - Present
Waddell & Reed June 2014 - January 2015
Jauregui Architect Builder Interiors June 2013 - June 2014
Trey Jordan Architecture August 2007 - August 2011
Education
The University of Texas at Austin 2011 — 2013
Master's Degree, Architecture
University of Arizona 1999 — 2003
Bachelor’s Degree, Architecture, Magna Cum Laude
College for Financial Planning
Lindsey Greenough Lindsey Greenough's Waddell & Reed Experience May 2014 - August 2014
Job Accounting Major, Christopher Newport University
Industry Accounting
Experience
immixGroup May 2015 - Present
Waddell & Reed May 2014 - August 2014
Education
Christopher Newport University 2012 — 2016
Bachelor of Science in Business Administration, Concentration in Accounting with a Minor in Economics, Senior
immixGroup May 2015 - Present
Waddell & Reed May 2014 - August 2014
Education
Christopher Newport University 2012 — 2016
Bachelor of Science in Business Administration, Concentration in Accounting with a Minor in Economics, Senior
RICHARD BRESSON RICHARD BRESSON's Waddell & Reed Experience 1972 - 1974
Job OWNER at KINGSWAY LLC
Industry Real Estate
Experience
COSMOPOLITAN HOME REALTY July 2008 - Present
KINGSWAY LLC January 2001 - Present
RLB Financial Services 1983 - 2002
KINGSWAY AUTO SALES 1996 - 2001
KINGSWAY MORTGAGE BROKERAGE SERVICES 1992 - 1996
ANCHOR NATIONAL FINANCIAL SERVICES 1974 - 1989
BRESSON BISON BEEF ENTERPRISES 1977 - 1986
DAYTON INTRINSIC 1977 - 1981
Waddell & Reed 1972 - 1974
Skills
THEOLOGY WRITER, Management, Real Estate, Sales, Real Estate Development, Selling, Sellers, Investment Properties, Short Sales, Customer Service, First Time Home Buyers, Buyer Representation, Residential Homes, Social Media Marketing, Investors, Public Speaking, Property Management, Condos, Relocation
Education
Cedarville University 1960 — 1963
B.S., PSYCHOLOGY, MATH, BIBLE, EDUCATION
COSMOPOLITAN HOME REALTY July 2008 - Present
KINGSWAY LLC January 2001 - Present
RLB Financial Services 1983 - 2002
KINGSWAY AUTO SALES 1996 - 2001
KINGSWAY MORTGAGE BROKERAGE SERVICES 1992 - 1996
ANCHOR NATIONAL FINANCIAL SERVICES 1974 - 1989
BRESSON BISON BEEF ENTERPRISES 1977 - 1986
DAYTON INTRINSIC 1977 - 1981
Waddell & Reed 1972 - 1974
Skills
THEOLOGY WRITER, Management, Real Estate, Sales, Real Estate Development, Selling, Sellers, Investment Properties, Short Sales, Customer Service, First Time Home Buyers, Buyer Representation, Residential Homes, Social Media Marketing, Investors, Public Speaking, Property Management, Condos, Relocation
Education
Cedarville University 1960 — 1963
B.S., PSYCHOLOGY, MATH, BIBLE, EDUCATION
Andrew Kennelly Andrew Kennelly's Waddell & Reed Experience April 2005 - December 2007
Job Managing Member at Laurentian Insurance Services LLC
Industry Financial Services
Experience
Laurentian Insurance Services LLC January 2011 - Present
Meridian Financial January 2011 - October 2013
Cavalry Portfolio Services July 2008 - October 2009
Waddell & Reed April 2005 - December 2007
Skills
Call Center, Financial Services, Banking, Credit, Mortgage Lending, Accounts Receivable, Financial Analysis, Investments, Asset Managment, Loans, Risk Management, Finance, Credit Risk, Insurance, Management
Education
Cardinal Stritch University
BS, Business Management
College for Financial Planning
Financial Planning, Accredited Wealth Managment Advisor, Chartered Mutual Fund Counselor
eden prairie high school
Laurentian Insurance Services LLC January 2011 - Present
Meridian Financial January 2011 - October 2013
Cavalry Portfolio Services July 2008 - October 2009
Waddell & Reed April 2005 - December 2007
Skills
Call Center, Financial Services, Banking, Credit, Mortgage Lending, Accounts Receivable, Financial Analysis, Investments, Asset Managment, Loans, Risk Management, Finance, Credit Risk, Insurance, Management
Education
Cardinal Stritch University
BS, Business Management
College for Financial Planning
Financial Planning, Accredited Wealth Managment Advisor, Chartered Mutual Fund Counselor
eden prairie high school
Justin Middleton Justin Middleton's Waddell & Reed Experience May 2014 - May 2015
Job Investor
Industry Financial Services
Experience
A Limited Liability Partnership. May 2015 - Present
Waddell & Reed May 2014 - May 2015
Skills
Microsoft Excel, Customer Service, Public Speaking, Teaching, E-Learning, Microsoft Office, Strategic Planning, English, Management, Spanish, Curriculum Development, Curriculum Design, ESL, Language Teaching, Higher Education, Teacher Training, Adult Education, Instructional Design, PowerPoint, Tutoring, Research, Microsoft Word, Distance Learning, Social Networking, Intercultural..., Educational Technology
Education
Colorado State University-Global Campus 2012 — 2014
Master's Degree, Business/Managerial Economics, 3.91
Metropolitan State University of Denver 1998 — 2008
Bachelor's Degree, Computer and Information Sciences, General
A Limited Liability Partnership. May 2015 - Present
Waddell & Reed May 2014 - May 2015
Skills
Microsoft Excel, Customer Service, Public Speaking, Teaching, E-Learning, Microsoft Office, Strategic Planning, English, Management, Spanish, Curriculum Development, Curriculum Design, ESL, Language Teaching, Higher Education, Teacher Training, Adult Education, Instructional Design, PowerPoint, Tutoring, Research, Microsoft Word, Distance Learning, Social Networking, Intercultural..., Educational Technology
Education
Colorado State University-Global Campus 2012 — 2014
Master's Degree, Business/Managerial Economics, 3.91
Metropolitan State University of Denver 1998 — 2008
Bachelor's Degree, Computer and Information Sciences, General
John Neyer, LUTCF's Waddell & Reed Experience November 2009 - January 2013
Job Independent Consultant and Coach to Financial Advisors and Executives
Industry Financial Services
Experience
Independent Consultant April 2014 - Present
NestWise January 2013 - September 2013
Waddell & Reed November 2009 - January 2013
Ameriprise Financial December 2007 - November 2009
Ameriprise Financial 2005 - 2007
Ameriprise Financial 2003 - 2005
Merrill Lynch 1995 - 1996
United States Marine Corps Reserve 1988 - 1994
Skills
Retirement Planning, Series 7, Wealth Management, Strategic Financial..., Investments, Mutual Funds, Financial Advisory, Estate Planning, Retirement, Investment Advisory, Asset Allocation, 401k, Negotiation, Asset Management, Financial Services, Wealth, Finance, Leadership, Business Development, Series 63, Management, Training, Recruiting, Insurance, Investment Strategies, Financial Planners, Series 24, Series 65, Personal Finance, Personal Financial..., Wealth Management..., Investment Management, Entrepreneurship, Long Term Care Insurance, Financial Planning
Education
College for Financial Planning 1991 — 2008
CFP
Tennessee Temple University 1984 — 1986
Independent Consultant April 2014 - Present
NestWise January 2013 - September 2013
Waddell & Reed November 2009 - January 2013
Ameriprise Financial December 2007 - November 2009
Ameriprise Financial 2005 - 2007
Ameriprise Financial 2003 - 2005
Merrill Lynch 1995 - 1996
United States Marine Corps Reserve 1988 - 1994
Skills
Retirement Planning, Series 7, Wealth Management, Strategic Financial..., Investments, Mutual Funds, Financial Advisory, Estate Planning, Retirement, Investment Advisory, Asset Allocation, 401k, Negotiation, Asset Management, Financial Services, Wealth, Finance, Leadership, Business Development, Series 63, Management, Training, Recruiting, Insurance, Investment Strategies, Financial Planners, Series 24, Series 65, Personal Finance, Personal Financial..., Wealth Management..., Investment Management, Entrepreneurship, Long Term Care Insurance, Financial Planning
Education
College for Financial Planning 1991 — 2008
CFP
Tennessee Temple University 1984 — 1986
Angela Cheeseboro Angela Cheeseboro's Waddell & Reed Experience April 2007 - June 2009
Job Territory Sales Manager
Industry Restaurants
Experience
NuCO2 May 2015 - Present
Signdealz.com January 2014 - April 2015
Hamilton Linen & Uniform June 2009 - January 2014
Waddell & Reed April 2007 - June 2009
Melalueca 2008 - 2008
Lab Corp November 2005 - July 2007
Skills
Restaurants, Hospitality Industry, Sales, Marketing, Selling, Strategic Planning, Leadership, Marketing Strategy, Cold Calling, Management, Negotiation, Salesforce.com, Advertising, Budgets, Business Networking, Contract Negotiation, Customer Satisfaction, Direct Sales, Inventory Management, Retail, Sales Operations, Sales Process, Social Media
Education
Colorado State University 2001 — 2005
Bachelor of Science (B.S.), Microbiology, General
Colorado State University 2001 — 2005
Bachelor of Science (B.S.), Microbiology, General
NuCO2 May 2015 - Present
Signdealz.com January 2014 - April 2015
Hamilton Linen & Uniform June 2009 - January 2014
Waddell & Reed April 2007 - June 2009
Melalueca 2008 - 2008
Lab Corp November 2005 - July 2007
Skills
Restaurants, Hospitality Industry, Sales, Marketing, Selling, Strategic Planning, Leadership, Marketing Strategy, Cold Calling, Management, Negotiation, Salesforce.com, Advertising, Budgets, Business Networking, Contract Negotiation, Customer Satisfaction, Direct Sales, Inventory Management, Retail, Sales Operations, Sales Process, Social Media
Education
Colorado State University 2001 — 2005
Bachelor of Science (B.S.), Microbiology, General
Colorado State University 2001 — 2005
Bachelor of Science (B.S.), Microbiology, General
Enrico Valbuena's Waddell & Reed Experience June 2013 - May 2014
Job Macro Specialist / Junior Developer at Estify
Industry Computer Software
Experience
Estify July 2014 - Present
Waddell & Reed June 2013 - May 2014
Law Offices of Mary P. Kulvinskas October 2012 - June 2013
Skills
Research, Economics, Finance, AJAX, jQuery, JavaScript, MVC, Responsive Web Design, Bootstrap, PHP, PhpMyAdmin, CodeIgniter, Laravel, AngularJS, MVVM, HTML, CSS, MySQL, JSON, Object Oriented Design, Git, Github, Blender, Photoshop, UnrealScript, Unreal Engine 3, Unreal Engine 4
Education
California State University-Northridge 2009 — 2012
Bachelor of Arts (B.A.), Economics
Moorpark College
Economics
Estify July 2014 - Present
Waddell & Reed June 2013 - May 2014
Law Offices of Mary P. Kulvinskas October 2012 - June 2013
Skills
Research, Economics, Finance, AJAX, jQuery, JavaScript, MVC, Responsive Web Design, Bootstrap, PHP, PhpMyAdmin, CodeIgniter, Laravel, AngularJS, MVVM, HTML, CSS, MySQL, JSON, Object Oriented Design, Git, Github, Blender, Photoshop, UnrealScript, Unreal Engine 3, Unreal Engine 4
Education
California State University-Northridge 2009 — 2012
Bachelor of Arts (B.A.), Economics
Moorpark College
Economics
Jayn Krasco Stillson Jayn Krasco Stillson's Waddell & Reed Experience January 2001 - June 2008
Job Personal Business Manager and Golf Coach
Industry Financial Services
Experience
Wicked Easy Golf.com 2010 - Present
JaynyK.com 2008 - Present
Waddell & Reed January 2001 - June 2008
Hillary Tentler, CPA January 1997 - January 1999
Michael S. Nichols, CPA January 1995 - January 1997
The Dream Foundation January 1994 - December 1995
Skills
Avid Golfer, Small Business, Tax, Strategic Financial..., Management, Estate Planning, Training, Marketing, Financial Analysis, Series 7, Customer Service, Retirement Planning, Accounting, Financial Advisory, Nonprofits, Time Management, Finance
Education
Extraordinary golf
Extraordinary Coaching
Academy For Coaching Excellence 2008 — 2009
Life Coaching
College for Financial Planning 1997 — 1999
CFP Professional Education Program, Certified Financial Planning
Santa Barbara City College 1997 — 1999
A.A, Finance
Melrose High
Wicked Easy Golf.com 2010 - Present
JaynyK.com 2008 - Present
Waddell & Reed January 2001 - June 2008
Hillary Tentler, CPA January 1997 - January 1999
Michael S. Nichols, CPA January 1995 - January 1997
The Dream Foundation January 1994 - December 1995
Skills
Avid Golfer, Small Business, Tax, Strategic Financial..., Management, Estate Planning, Training, Marketing, Financial Analysis, Series 7, Customer Service, Retirement Planning, Accounting, Financial Advisory, Nonprofits, Time Management, Finance
Education
Extraordinary golf
Extraordinary Coaching
Academy For Coaching Excellence 2008 — 2009
Life Coaching
College for Financial Planning 1997 — 1999
CFP Professional Education Program, Certified Financial Planning
Santa Barbara City College 1997 — 1999
A.A, Finance
Melrose High
Carlos Samyan's Waddell & Reed Experience August 2013 - December 2013
Job Consultant at The MASYC Group, Inc.
Industry Information Technology and Services
Experience
The MASYC Group, Inc. June 2015 - Present
Magic Realty/ Century 21 Magic January 2009 - July 2014
Sterling Accounting Firm February 2014 - May 2014
California State University, Northridge October 2013 - May 2014
Waddell & Reed August 2013 - December 2013
Skills
Leadership, Real Estate, Finance, Investments, Economics, Strategy, Statistics, Investment Properties, BI Publisher, HTML, JavaScript, JD Edwards
Education
University of Southern California 2014 — 2015
Master's Degree, Economics
California State University-Northridge
Bachelor of Science (B.S.), Business Management; Minor: Finance
University of California, Los Angeles
Extension- Advanced Statistics and Quantitative Methods
The MASYC Group, Inc. June 2015 - Present
Magic Realty/ Century 21 Magic January 2009 - July 2014
Sterling Accounting Firm February 2014 - May 2014
California State University, Northridge October 2013 - May 2014
Waddell & Reed August 2013 - December 2013
Skills
Leadership, Real Estate, Finance, Investments, Economics, Strategy, Statistics, Investment Properties, BI Publisher, HTML, JavaScript, JD Edwards
Education
University of Southern California 2014 — 2015
Master's Degree, Economics
California State University-Northridge
Bachelor of Science (B.S.), Business Management; Minor: Finance
University of California, Los Angeles
Extension- Advanced Statistics and Quantitative Methods
Daniel Yerger, MBA's Waddell & Reed Experience July 2015 - Present
Job Financial Advisor at Waddell & Reed
Industry Financial Services
Experience
Waddell & Reed July 2015 - Present
IBM June 2012 - July 2015
US Army November 2008 - August 2014
Skills
Leadership, Program Management, Employee Training, Management, Marketing, Analysis, Customer Service, Public Speaking, Technical Writing, Accounting, Account Management, IT Service Management, Training Delivery, Military Operations, Military Training, Psychology, History, American History, Political Science, Finance, Financial Planning, Investments, Capital Markets, Financial Analysis, Strategic Planning
Education
Colorado State University 2013 — 2015
Master of Business Administration (M.B.A.), Finance, General
University of Colorado Denver 2008 — 2012
Bachelor of Arts (B.A.), History and Political Science
Waddell & Reed July 2015 - Present
IBM June 2012 - July 2015
US Army November 2008 - August 2014
Skills
Leadership, Program Management, Employee Training, Management, Marketing, Analysis, Customer Service, Public Speaking, Technical Writing, Accounting, Account Management, IT Service Management, Training Delivery, Military Operations, Military Training, Psychology, History, American History, Political Science, Finance, Financial Planning, Investments, Capital Markets, Financial Analysis, Strategic Planning
Education
Colorado State University 2013 — 2015
Master of Business Administration (M.B.A.), Finance, General
University of Colorado Denver 2008 — 2012
Bachelor of Arts (B.A.), History and Political Science
Brandon McCray's Waddell & Reed Experience 2009 - 2010
Job Business Account Executive at AT&T
Industry Marketing and Advertising
Experience
AT&T February 2013 - Present
Burrell Communications 2012 - 2013
Chicago State University 2010 - 2011
Waddell & Reed 2009 - 2010
Skills
Social Media Marketing, Public Speaking, Creative Writing, Fitness Training, Direct Marketing, Team Leadership, Digital Marketing, Marketing Strategy, Sales Presentations, Customer Service, Budgets, Microsoft Excel, PowerPoint, Marketing, Leadership, Sales, Competitive Analysis, Social Media, Research, Account Management, Management, Microsoft Office
Education
Chicago State University 2009 — 2012
Bachelor of Arts (B.A.), Business Administration - Marketing and Sales, 3.6 (Cum Laude)
Chicago Military Academy- Bronzeville 2004 — 2008
H.S. Diploma
AT&T February 2013 - Present
Burrell Communications 2012 - 2013
Chicago State University 2010 - 2011
Waddell & Reed 2009 - 2010
Skills
Social Media Marketing, Public Speaking, Creative Writing, Fitness Training, Direct Marketing, Team Leadership, Digital Marketing, Marketing Strategy, Sales Presentations, Customer Service, Budgets, Microsoft Excel, PowerPoint, Marketing, Leadership, Sales, Competitive Analysis, Social Media, Research, Account Management, Management, Microsoft Office
Education
Chicago State University 2009 — 2012
Bachelor of Arts (B.A.), Business Administration - Marketing and Sales, 3.6 (Cum Laude)
Chicago Military Academy- Bronzeville 2004 — 2008
H.S. Diploma
Esmeralda Calderon Esmeralda Calderon's Waddell & Reed Experience May 2014 - August 2014
Job Sales Associate at Kate Spade
Industry Apparel & Fashion
Experience
Kate Spade & Company September 2013 - August 2015
Waddell & Reed May 2014 - August 2014
Michael Kors August 2011 - September 2013
Skills
Customer Service, Microsoft Word, Microsoft Excel, Customer Experience, Sales, Marketing, Client Relations Skills, Fashion, Apparel, Visual Styling, Mannequin Styling, Instagram, Facebook, Visual Merchandising, Time Management, PowerPoint, Social Networking, Microsoft Office, Teamwork, Retail Sales
Education
California State University-Northridge 2010 — 2015
Bachelor of Science (BS), Business Administration, Management and Operations
Kate Spade & Company September 2013 - August 2015
Waddell & Reed May 2014 - August 2014
Michael Kors August 2011 - September 2013
Skills
Customer Service, Microsoft Word, Microsoft Excel, Customer Experience, Sales, Marketing, Client Relations Skills, Fashion, Apparel, Visual Styling, Mannequin Styling, Instagram, Facebook, Visual Merchandising, Time Management, PowerPoint, Social Networking, Microsoft Office, Teamwork, Retail Sales
Education
California State University-Northridge 2010 — 2015
Bachelor of Science (BS), Business Administration, Management and Operations
Joshua Bowens Joshua Bowens's Waddell & Reed Experience January 2015 - Present
Job Financial Advisor at Waddell & Reed
Industry Financial Services
Experience
Waddell & Reed January 2015 - Present
The Home Depot June 2013 - August 2014
Tilly's November 2012 - January 2014
Skills
Customer Service, Retail, Inventory Management, Microsoft Word, Merchandising, Inventory Control, Time Management, Customer Satisfaction, Teamwork, Visual Merchandising, Finacial Management, Investments
Education
California State University-San Bernardino 2010 — 2015
Bachelor of Science (BS), Finance, General, Gpa: 3.2
Rancho Cucamonga High School 2006 — 2010
Waddell & Reed January 2015 - Present
The Home Depot June 2013 - August 2014
Tilly's November 2012 - January 2014
Skills
Customer Service, Retail, Inventory Management, Microsoft Word, Merchandising, Inventory Control, Time Management, Customer Satisfaction, Teamwork, Visual Merchandising, Finacial Management, Investments
Education
California State University-San Bernardino 2010 — 2015
Bachelor of Science (BS), Finance, General, Gpa: 3.2
Rancho Cucamonga High School 2006 — 2010
Nick Pyle Nick Pyle's Waddell & Reed Experience 2011 - 2013
Job Account Executive at Xactly Corp
Industry Computer Software
Experience
Xactly Corp April 2014 - Present
Xactly Corporation 2013 - 2014
Waddell & Reed 2011 - 2013
Velosync 2009 - 2009
Island Odyssey 2006 - 2007
Skills
Sales, Salesforce.com, Start-ups, Cold Calling, Lead Generation, Marketing, Sales Process, Customer Service, CRM, Direct Sales, Solution Selling, Selling, Strategic Financial..., Qualifying Prospects, Microsoft Office, Asset Allocation, Investment Strategies, Client Relations, Portfolio Management, Advertising, Enterprise Software, Sales Operations
Education
Colorado State University 2005 — 2009
Bachelor's degree, Business Administration and Management, 3.4
Charles University in Prague 2009 — 2009
Study Abroad
Xactly Corp April 2014 - Present
Xactly Corporation 2013 - 2014
Waddell & Reed 2011 - 2013
Velosync 2009 - 2009
Island Odyssey 2006 - 2007
Skills
Sales, Salesforce.com, Start-ups, Cold Calling, Lead Generation, Marketing, Sales Process, Customer Service, CRM, Direct Sales, Solution Selling, Selling, Strategic Financial..., Qualifying Prospects, Microsoft Office, Asset Allocation, Investment Strategies, Client Relations, Portfolio Management, Advertising, Enterprise Software, Sales Operations
Education
Colorado State University 2005 — 2009
Bachelor's degree, Business Administration and Management, 3.4
Charles University in Prague 2009 — 2009
Study Abroad
Frank Coots Frank Coots's Waddell & Reed Experience June 2006 - January 2007
Job Special Assistant (Critical Infrastructure) at Missouri Office of Homeland Security, Department of Public Safety
Industry Public Safety
Experience
Missouri Office of Homeland Security, Department of Public Safety April 2014 - Present
City of Independence April 2012 - April 2014
Kansas Division of Emergency Management May 2010 - April 2012
Kansas Division of Emergency Management April 2009 - May 2010
Shepard's Inc dba Shepard's Heavy Equipment Repair January 2007 - April 2009
Waddell & Reed June 2006 - January 2007
First Command Financial Services September 1997 - June 2006
US Army December 1975 - November 1997
Skills
Military Experience, Emergency Management, Public Safety, Emergency Services, Strategic Planning, Continuity of Operations, Continuity of Government, Project Management, Team Leadership, Leadership Development, Operations Management, Customer Service, Public Speaking, WebEOC, Homeland Security, Program Management, Military, Leadership, Security, Enforcement, Command, Executive Protection, Hazardous Materials, Project Planning, Team Building, Government, Training, Force Protection, Criminal Justice, Management, Policy, Employee Training, Protection, Budgets, Special Operations, First Responder, Analysis, Police, Criminal Investigations, Firearms, Firefighting, Disaster Response, Tactics, Interrogation, Public Administration, Fire Protection, Rescue, Counterterrorism, EMS, Crime Prevention
Education
Central Michigan University 1991 — 1992
Master of Science (M.S.), General Corporate Administration
Armed Forces Staff College 1994 — 1994
Joint and Combined Military Operations and Strategic Planning
Command and General Staff College 1991 — 1992
Military Science and Operational Studies
North Georgia College and State University 1975 — 1976
Bachelor of Science (B.S.), Criminal Justice
Missouri Office of Homeland Security, Department of Public Safety April 2014 - Present
City of Independence April 2012 - April 2014
Kansas Division of Emergency Management May 2010 - April 2012
Kansas Division of Emergency Management April 2009 - May 2010
Shepard's Inc dba Shepard's Heavy Equipment Repair January 2007 - April 2009
Waddell & Reed June 2006 - January 2007
First Command Financial Services September 1997 - June 2006
US Army December 1975 - November 1997
Skills
Military Experience, Emergency Management, Public Safety, Emergency Services, Strategic Planning, Continuity of Operations, Continuity of Government, Project Management, Team Leadership, Leadership Development, Operations Management, Customer Service, Public Speaking, WebEOC, Homeland Security, Program Management, Military, Leadership, Security, Enforcement, Command, Executive Protection, Hazardous Materials, Project Planning, Team Building, Government, Training, Force Protection, Criminal Justice, Management, Policy, Employee Training, Protection, Budgets, Special Operations, First Responder, Analysis, Police, Criminal Investigations, Firearms, Firefighting, Disaster Response, Tactics, Interrogation, Public Administration, Fire Protection, Rescue, Counterterrorism, EMS, Crime Prevention
Education
Central Michigan University 1991 — 1992
Master of Science (M.S.), General Corporate Administration
Armed Forces Staff College 1994 — 1994
Joint and Combined Military Operations and Strategic Planning
Command and General Staff College 1991 — 1992
Military Science and Operational Studies
North Georgia College and State University 1975 — 1976
Bachelor of Science (B.S.), Criminal Justice
Phil C. Hallberg, MBA's Waddell & Reed Experience 2001 - 2004
Job Business Professional
Industry Hospitality
Experience
Staybridge Suites® Hotels October 2013 - Present
The-Latch-Key-Foundation January 2000 - Present
Motivational Speaker 1994 - Present
P2 Holdings, LLC March 2013 - January 2015
Golds Gym March 2012 - March 2013
Spectrum Athletic Clubs November 2010 - March 2012
US Army August 1991 - February 2011
Waddell & Reed 2001 - 2004
Skills
Military, Time Management, Team Building, Public Speaking, Training, Strategic Planning, Operations Management, Team Leadership, Leadership, Coaching, Program Management, Leadership Development, Customer Service, Microsoft Office, Marketing, Budgets, Management, Outlook, Sales, Analysis, Recruiting, Entrepreneurship, Small Business, Compliance, Military Operations, Military Experience, Military Training, Negotiation, Spreadsheets, Corporate Finance, Marketing Strategy, Project Planning, Finance, Security, Market Research, Event Planning, Social Networking, Sales Management, Customer Satisfaction, Hospitality, Mergers & Acquisitions, Fundraising, Insurance, Teamwork, Business Planning, Contract Negotiation, Interviews, Organizational..., Research, Human Resources
Education
St. Mary's University School of Law 2015 — 2019
Doctor of Law (JD)
Northcentral University 2014 — 2019
Doctor of Philosophy (PhD), Business Administration and Management, General
Caltech 2014 — 2014
Big Data Analytics
Case Western Reserve University 2014 — 2014
Inspiring Leadership through Emotional Intellegence
Columbia University in the City of New York 2014 — 2014
Introduction to Sustainable Development
Duke University 2014 — 2014
Thing Again: How to Reason and Argue
Princeton University 2014 — 2014
Analysis of Algorithims
Stanford University 2014 — 2014
Introduction to Logic
University of Minnesota-Twin Cities 2014 — 2014
Creative Problem Sovling
University of Pennsylvania - The Wharton School 2014 — 2014
Introduction to Operations Management
Staybridge Suites® Hotels October 2013 - Present
The-Latch-Key-Foundation January 2000 - Present
Motivational Speaker 1994 - Present
P2 Holdings, LLC March 2013 - January 2015
Golds Gym March 2012 - March 2013
Spectrum Athletic Clubs November 2010 - March 2012
US Army August 1991 - February 2011
Waddell & Reed 2001 - 2004
Skills
Military, Time Management, Team Building, Public Speaking, Training, Strategic Planning, Operations Management, Team Leadership, Leadership, Coaching, Program Management, Leadership Development, Customer Service, Microsoft Office, Marketing, Budgets, Management, Outlook, Sales, Analysis, Recruiting, Entrepreneurship, Small Business, Compliance, Military Operations, Military Experience, Military Training, Negotiation, Spreadsheets, Corporate Finance, Marketing Strategy, Project Planning, Finance, Security, Market Research, Event Planning, Social Networking, Sales Management, Customer Satisfaction, Hospitality, Mergers & Acquisitions, Fundraising, Insurance, Teamwork, Business Planning, Contract Negotiation, Interviews, Organizational..., Research, Human Resources
Education
St. Mary's University School of Law 2015 — 2019
Doctor of Law (JD)
Northcentral University 2014 — 2019
Doctor of Philosophy (PhD), Business Administration and Management, General
Caltech 2014 — 2014
Big Data Analytics
Case Western Reserve University 2014 — 2014
Inspiring Leadership through Emotional Intellegence
Columbia University in the City of New York 2014 — 2014
Introduction to Sustainable Development
Duke University 2014 — 2014
Thing Again: How to Reason and Argue
Princeton University 2014 — 2014
Analysis of Algorithims
Stanford University 2014 — 2014
Introduction to Logic
University of Minnesota-Twin Cities 2014 — 2014
Creative Problem Sovling
University of Pennsylvania - The Wharton School 2014 — 2014
Introduction to Operations Management
Nick Laskowsky Nick Laskowsky's Waddell & Reed Experience December 2013 - Present
Job Financial Advisor at Waddell & Reed
Industry Financial Services
Experience
Waddell & Reed December 2013 - Present
Rexam Beverage Can May 2011 - August 2012
That Pickle Guy Products August 2009 - April 2010
Skills
Experience working with..., Word, Excel, Access, Powerpoint, Communication, Dependable Team Player, Focused, Customer Experience, Sales experience
Education
Illinois State University 2011 — 2013
Finance and Financial Management Services
College of DuPage 2009 — 2011
Finance, General
Waddell & Reed December 2013 - Present
Rexam Beverage Can May 2011 - August 2012
That Pickle Guy Products August 2009 - April 2010
Skills
Experience working with..., Word, Excel, Access, Powerpoint, Communication, Dependable Team Player, Focused, Customer Experience, Sales experience
Education
Illinois State University 2011 — 2013
Finance and Financial Management Services
College of DuPage 2009 — 2011
Finance, General
Shawn Orcutt Shawn Orcutt's Waddell & Reed Experience April 2007 - December 2007
Job Attorney at The Law Offices of John T. Orcutt
Industry Law Practice
Experience
The Law Offices of John T. Orcutt August 2011 - Present
Waddell & Reed April 2007 - December 2007
Texas Tech University August 2005 - December 2006
Skills
Bankruptcy, Personal Financial..., Consumer Credit Law, Obscure movie quotes, Debtors, Chapter 13 Bankruptcy, Chapter 7 & 13, Trials, Legal Advice, Chapter 7, Legal Research, Legal Issues, Legal Documents, Lexis, Legal Writing, Foreclosure Defense, LexisNexis, Commercial Litigation, Courts, Litigation
Education
Charlotte School of Law 2008 — 2011
Doctor of Law (J.D.), Bankruptcy
East Carolina University - College of Business 2004 — 2005
Master of Business Administration (MBA), Finance, General
East Carolina University 1997 — 2002
BSBA, Management Information Systems, General
The Law Offices of John T. Orcutt August 2011 - Present
Waddell & Reed April 2007 - December 2007
Texas Tech University August 2005 - December 2006
Skills
Bankruptcy, Personal Financial..., Consumer Credit Law, Obscure movie quotes, Debtors, Chapter 13 Bankruptcy, Chapter 7 & 13, Trials, Legal Advice, Chapter 7, Legal Research, Legal Issues, Legal Documents, Lexis, Legal Writing, Foreclosure Defense, LexisNexis, Commercial Litigation, Courts, Litigation
Education
Charlotte School of Law 2008 — 2011
Doctor of Law (J.D.), Bankruptcy
East Carolina University - College of Business 2004 — 2005
Master of Business Administration (MBA), Finance, General
East Carolina University 1997 — 2002
BSBA, Management Information Systems, General
Nathan Sellers's Waddell & Reed Experience January 2014 - May 2014
Job Personal Training Counselor at LA Fitness
Industry Marketing and Advertising
Experience
LA Fitness May 2015 - Present
Summit Truck Group May 2014 - May 2015
Waddell & Reed January 2014 - May 2014
Tennessee Events, Inc. February 2013 - November 2013
Jay-Ton Construction March 2012 - August 2012
GameStop March 2007 - July 2009
Skills
Sales, Management, Sales Management, Construction Safety, Construction, Marketing, Marketing Strategy, Advertising, Team Building, Team Leadership, Leadership, Business Strategy, Business Process, Automotive, Digital Imaging, PowerPoint, Customer Service, Social Media
Education
Christian Brothers University 2009 — 2013
Bachelor of Business Administration (BBA), Marketing/Marketing Management, General
Christian Brothers University 2009 — 2013
Bachelor of Business Administration (B.B.A.), Marketing
Tipton Rosemark Academy
Tipton Rosemark Academy
LA Fitness May 2015 - Present
Summit Truck Group May 2014 - May 2015
Waddell & Reed January 2014 - May 2014
Tennessee Events, Inc. February 2013 - November 2013
Jay-Ton Construction March 2012 - August 2012
GameStop March 2007 - July 2009
Skills
Sales, Management, Sales Management, Construction Safety, Construction, Marketing, Marketing Strategy, Advertising, Team Building, Team Leadership, Leadership, Business Strategy, Business Process, Automotive, Digital Imaging, PowerPoint, Customer Service, Social Media
Education
Christian Brothers University 2009 — 2013
Bachelor of Business Administration (BBA), Marketing/Marketing Management, General
Christian Brothers University 2009 — 2013
Bachelor of Business Administration (B.B.A.), Marketing
Tipton Rosemark Academy
Tipton Rosemark Academy
Peter Holliday's Waddell & Reed Experience February 2003 - July 2004
Job Financial Planner
Industry Financial Services
Experience
Edelman Financial Services January 2014 - Present
Charles Schwab September 2006 - January 2014
Fidelity Investments April 2006 - September 2006
LPL Financial July 2004 - February 2006
Waddell & Reed February 2003 - July 2004
Skills
Series 7,66,9,10, CA Insurance License, 10 Years industry..., Series 7, Investments, Mutual Funds, Wealth Management, Portfolio Management, Series 63, Retirement Planning, Financial Services, Equities, Securities, Strategic Financial..., Asset Management
Education
University of California, Riverside 2005 — 2006
Certificate in Personal Financial Planning
California State University-San Bernardino 2003 — 2005
Master of Business Administration (MBA)
University of Nevada-Reno 1993 — 1997
Bachelor's degree, Science
Edelman Financial Services January 2014 - Present
Charles Schwab September 2006 - January 2014
Fidelity Investments April 2006 - September 2006
LPL Financial July 2004 - February 2006
Waddell & Reed February 2003 - July 2004
Skills
Series 7,66,9,10, CA Insurance License, 10 Years industry..., Series 7, Investments, Mutual Funds, Wealth Management, Portfolio Management, Series 63, Retirement Planning, Financial Services, Equities, Securities, Strategic Financial..., Asset Management
Education
University of California, Riverside 2005 — 2006
Certificate in Personal Financial Planning
California State University-San Bernardino 2003 — 2005
Master of Business Administration (MBA)
University of Nevada-Reno 1993 — 1997
Bachelor's degree, Science
Angelique Peretzman Angelique Peretzman's Waddell & Reed Experience June 2002 - August 2002
Job Project Coordinator at Premera Blue Cross
Industry Insurance
Experience
Premera Blue Cross January 2005 - April 2012
Highline Medical Enterprises October 2002 - October 2004
Waddell & Reed June 2002 - August 2002
Auburn Family Medical Center January 1999 - September 1999
North Auburn General Medical Clinic September 1996 - July 1998
Skills
Visio, Project Coordination, SharePoint, Microsoft Office, Attention To Detail, Multitasker
Education
Central Washington University 1999 — 2002
Bachelor of Science (BS), Administration Management
Green River Community College 1996 — 1998
Associate of Applied Arts, Medical Office Assistant/Specialist
Premera Blue Cross January 2005 - April 2012
Highline Medical Enterprises October 2002 - October 2004
Waddell & Reed June 2002 - August 2002
Auburn Family Medical Center January 1999 - September 1999
North Auburn General Medical Clinic September 1996 - July 1998
Skills
Visio, Project Coordination, SharePoint, Microsoft Office, Attention To Detail, Multitasker
Education
Central Washington University 1999 — 2002
Bachelor of Science (BS), Administration Management
Green River Community College 1996 — 1998
Associate of Applied Arts, Medical Office Assistant/Specialist
Louis Dupont Louis Dupont's Waddell & Reed Experience 1995 - 1998
Job Senior Financial Analyst at International Game Technology
Industry Gambling & Casinos
Experience
International Game Technology 2003 - Present
ADP 1998 - 2003
Waddell & Reed 1995 - 1998
Skills
Accounting, SAP, General Ledger, Financial Analysis, Budget, Business Analysis, Financial Reporting, Analysis, Strategic Planning, Business Strategy, Employee Relations, Corporate Finance, Project Management, Negotiation, Change Management, Casino, Microsoft Excel, Gambling, Budgets, Auditing, Variance Analysis
Education
University of Phoenix 2005 — 2007
MBA
California State University-Sacramento 1992 — 1995
BS, Finance/Accounting
International Game Technology 2003 - Present
ADP 1998 - 2003
Waddell & Reed 1995 - 1998
Skills
Accounting, SAP, General Ledger, Financial Analysis, Budget, Business Analysis, Financial Reporting, Analysis, Strategic Planning, Business Strategy, Employee Relations, Corporate Finance, Project Management, Negotiation, Change Management, Casino, Microsoft Excel, Gambling, Budgets, Auditing, Variance Analysis
Education
University of Phoenix 2005 — 2007
MBA
California State University-Sacramento 1992 — 1995
BS, Finance/Accounting
Wendy Keyes-Kimbirk Wendy Keyes-Kimbirk's Waddell & Reed Experience January 2007 - October 2008
Job Assistant Professor at California Baptist University
Industry Higher Education
Experience
California Baptist University July 2008 - Present
Waddell & Reed January 2007 - October 2008
California State University, San Bernardino April 2001 - December 2006
Executive Information Design February 2003 - November 2005
Skills
Statistics, Economics, Econometrics, Quantitative Analysis, Excel, Teaching, PowerPoint, Public Speaking, Analysis, Quantitative Analytics, Data Analysis, Microsoft Excel, Research, Nonprofits, Higher Education, University Teaching, Leadership, Finance, Lecturing, Staff Development, Curriculum Design, Student Affairs, Adult Education, Leadership Development, Curriculum Development
Education
University of California, Riverside 1999 — 2002
MA, Economics
California State University-San Bernardino 1996 — 1999
BA, Economics
California State University-San Bernardino - College of Business and Public Administration 1996 — 1999
BA, Finance
California Baptist University July 2008 - Present
Waddell & Reed January 2007 - October 2008
California State University, San Bernardino April 2001 - December 2006
Executive Information Design February 2003 - November 2005
Skills
Statistics, Economics, Econometrics, Quantitative Analysis, Excel, Teaching, PowerPoint, Public Speaking, Analysis, Quantitative Analytics, Data Analysis, Microsoft Excel, Research, Nonprofits, Higher Education, University Teaching, Leadership, Finance, Lecturing, Staff Development, Curriculum Design, Student Affairs, Adult Education, Leadership Development, Curriculum Development
Education
University of California, Riverside 1999 — 2002
MA, Economics
California State University-San Bernardino 1996 — 1999
BA, Economics
California State University-San Bernardino - College of Business and Public Administration 1996 — 1999
BA, Finance
Guy Conger Guy Conger's Waddell & Reed Experience January 1998 - October 2002
Job Speaker/Author/Educator *Financial Whiz* creating and protecting clients wealth for over 15 years
Industry Financial Services
Experience
Money Concepts January 2010 - Present
Waddell & Reed January 1998 - October 2002
GC Services July 1995 - January 1998
World Finance July 1993 - July 1995
Daka July 1992 - July 1993
Coldwell Banker January 1992 - July 1993
Skills
Money Management, Financial Analysis, Risk Assessment, Insurance, Finance, Retirement Planning, Investments, Risk Management, Wealth Management, Estate Planning, Strategic Financial..., Portfolio Management, Asset Managment, Tax, Wealth, Accounting, Retirement, Mutual Funds, Small Business, Life Insurance, Financial Advisory, Investment Advisory, Financial Services, IRAs, Financial Planners, Fixed Annuities, Asset Management, Financial Planning
Education
CFA Institute 2013 — 2016
Chartered Financial Analyst, Finance and Financial Management Services, Pass
Gulf Coast Service School 1985 — 1997
Account Executive
World Finance Executive Training 1993 — 1994
Finance
The University of Texas at Austin 1987 — 1990
BA, Economics, Business, History
Tyler Junior College 1985 — 1986
South Hills High School 1980 — 1984
Business/Managerial Economics
College for Financial Planning
Working on masters Degree in Financial Planning
Money Concepts January 2010 - Present
Waddell & Reed January 1998 - October 2002
GC Services July 1995 - January 1998
World Finance July 1993 - July 1995
Daka July 1992 - July 1993
Coldwell Banker January 1992 - July 1993
Skills
Money Management, Financial Analysis, Risk Assessment, Insurance, Finance, Retirement Planning, Investments, Risk Management, Wealth Management, Estate Planning, Strategic Financial..., Portfolio Management, Asset Managment, Tax, Wealth, Accounting, Retirement, Mutual Funds, Small Business, Life Insurance, Financial Advisory, Investment Advisory, Financial Services, IRAs, Financial Planners, Fixed Annuities, Asset Management, Financial Planning
Education
CFA Institute 2013 — 2016
Chartered Financial Analyst, Finance and Financial Management Services, Pass
Gulf Coast Service School 1985 — 1997
Account Executive
World Finance Executive Training 1993 — 1994
Finance
The University of Texas at Austin 1987 — 1990
BA, Economics, Business, History
Tyler Junior College 1985 — 1986
South Hills High School 1980 — 1984
Business/Managerial Economics
College for Financial Planning
Working on masters Degree in Financial Planning
Brett Frascati Brett Frascati's Waddell & Reed Experience September 2012 - March 2013
Job Regional Director at PVG Asset Management Corp.
Industry Financial Services
Experience
PVG Asset Management Corp. September 2014 - Present
Montage Investments March 2013 - September 2014
Waddell & Reed September 2012 - March 2013
Jackson National Life May 2010 - September 2012
Charles Schwab March 2008 - April 2010
Education
California State University-Sacramento 2003 — 2007
Bachelor of Science (B.S.), Finance
National Outdoor Leadership School
Baja Mexico, completed courses in kayaking, backpacking, & sailing
University of Alaska Anchorage 2000 — 2001
Business Administration and Management, General
PVG Asset Management Corp. September 2014 - Present
Montage Investments March 2013 - September 2014
Waddell & Reed September 2012 - March 2013
Jackson National Life May 2010 - September 2012
Charles Schwab March 2008 - April 2010
Education
California State University-Sacramento 2003 — 2007
Bachelor of Science (B.S.), Finance
National Outdoor Leadership School
Baja Mexico, completed courses in kayaking, backpacking, & sailing
University of Alaska Anchorage 2000 — 2001
Business Administration and Management, General
Adam Cmejla, CFP®'s Waddell & Reed Experience November 2007 - November 2011
Job Founder & President at Integrated Planning & Wealth Management, LLC & Integrated Advisor Solutions, LLC
Industry Think Tanks
Experience
Integrated Advisor Solutions, LLC August 2014 - Present
Integrated Planning & Wealth Management, LLC December 2011 - Present
Waddell & Reed November 2007 - November 2011
Baxter July 2007 - March 2008
BioLife Plasma Services March 2005 - June 2007
Skills
Leadership, Strategic Planning, Team Building, Customer Service, Management, Financial Planning, Public Speaking, Retirement Planning, Marketing, Investments
Education
College for Financial Planning 2011 — 2014
CFP®, Financial Planning and Services
College for Financial Planning 2011 — 2011
CMFC (Chartered Mutual Fund Counselor), Financial Planning
University of Wisconsin-Green Bay 2001 — 2007
B.S., Biology, Chemistry, Business Administration
Integrated Advisor Solutions, LLC August 2014 - Present
Integrated Planning & Wealth Management, LLC December 2011 - Present
Waddell & Reed November 2007 - November 2011
Baxter July 2007 - March 2008
BioLife Plasma Services March 2005 - June 2007
Skills
Leadership, Strategic Planning, Team Building, Customer Service, Management, Financial Planning, Public Speaking, Retirement Planning, Marketing, Investments
Education
College for Financial Planning 2011 — 2014
CFP®, Financial Planning and Services
College for Financial Planning 2011 — 2011
CMFC (Chartered Mutual Fund Counselor), Financial Planning
University of Wisconsin-Green Bay 2001 — 2007
B.S., Biology, Chemistry, Business Administration
Leroy Miles Leroy Miles's Waddell & Reed Experience 1995 - 2007
Job Raymond James Financial Services, Inc.
Industry Financial Services
Experience
Raymond James Financial Services, Inc. Member FINRA / SIPC August 2007 - Present
Waddell & Reed 1995 - 2007
Virginia Tech 1974 - 1995
Tuskegee University 1972 - 1973
Central State Hospital 1971 - 1972
Skills
Estate Planning, Strategic Financial..., Retirement, Retirement Planning, Training, Data Analysis, Financial Advisory, Strategic Planning, Microsoft Excel, Finance, Leadership, Investments, Program Management, Customer Service, Microsoft Office, Business Development, Risk Management, Financial Analysis, Securities, Insurance, Analysis, Coaching
Education
Indiana University Bloomington 1968 — 1971
Masters and Doctorate, Education
Tuskegee University 1958 — 1962
BS, Education
College for Financial Planning
Chartered Mutual Fund Counselor
Raymond James Financial Services, Inc. Member FINRA / SIPC August 2007 - Present
Waddell & Reed 1995 - 2007
Virginia Tech 1974 - 1995
Tuskegee University 1972 - 1973
Central State Hospital 1971 - 1972
Skills
Estate Planning, Strategic Financial..., Retirement, Retirement Planning, Training, Data Analysis, Financial Advisory, Strategic Planning, Microsoft Excel, Finance, Leadership, Investments, Program Management, Customer Service, Microsoft Office, Business Development, Risk Management, Financial Analysis, Securities, Insurance, Analysis, Coaching
Education
Indiana University Bloomington 1968 — 1971
Masters and Doctorate, Education
Tuskegee University 1958 — 1962
BS, Education
College for Financial Planning
Chartered Mutual Fund Counselor
Chuck Deeds Chuck Deeds's Waddell & Reed Experience 1998 - 2007
Job President, Portfolio Manager at Deeds Select Advisors
Industry Investment Management
Experience
Deeds Select Advisors 2008 - Present
Waddell & Reed 1998 - 2007
Skills
Trading, Alternative Investments, Capital Markets, Fixed Income, Asset Management, Investment Advisory, Hedge Funds, Mutual Funds, Investment Management, Equities, Investments, Financial Analysis, Portfolio Management, Investment Strategies, Bonds, Options, Finance, Asset Allocation, Fund Of Funds
Education
Colorado State University 1980 — 1984
B.A., Finance
Deeds Select Advisors 2008 - Present
Waddell & Reed 1998 - 2007
Skills
Trading, Alternative Investments, Capital Markets, Fixed Income, Asset Management, Investment Advisory, Hedge Funds, Mutual Funds, Investment Management, Equities, Investments, Financial Analysis, Portfolio Management, Investment Strategies, Bonds, Options, Finance, Asset Allocation, Fund Of Funds
Education
Colorado State University 1980 — 1984
B.A., Finance
Clay Riddell Clay Riddell's Waddell & Reed Experience December 2002 - April 2005
Job CFP®
Industry Financial Services
Experience
Bank of the West January 2015 - Present
Great-West Financial September 2014 - January 2015
J.P. Morgan October 2010 - September 2014
TD Ameritrade November 2005 - July 2009
UBS Financial Services April 2005 - August 2005
Waddell & Reed December 2002 - April 2005
Skills
Finance, Investments, Retirement Planning, Series 7, Asset Management, Portfolio Management, Series 63, Retirement, Customer Service, Investment Strategies, Asset Allocation, Wealth Management
Education
College for Financial Planning 2012 — 2014
University of Northern Colorado 1997 — 2001
Bachelor
Bank of the West January 2015 - Present
Great-West Financial September 2014 - January 2015
J.P. Morgan October 2010 - September 2014
TD Ameritrade November 2005 - July 2009
UBS Financial Services April 2005 - August 2005
Waddell & Reed December 2002 - April 2005
Skills
Finance, Investments, Retirement Planning, Series 7, Asset Management, Portfolio Management, Series 63, Retirement, Customer Service, Investment Strategies, Asset Allocation, Wealth Management
Education
College for Financial Planning 2012 — 2014
University of Northern Colorado 1997 — 2001
Bachelor
C Lowther C Lowther's Waddell & Reed Experience June 2001 - April 2003
Job Sr. Financial Analyst; Financial analysis and business support Looking for my next opportunity.
Industry Accounting
Experience
ATC Drivetrain December 2014 - Present
Hertz May 2010 - December 2014
Pratt & Whitney June 2009 - August 2009
Remy International March 2007 - March 2009
Farmers Insurance November 2003 - December 2006
Waddell & Reed June 2001 - April 2003
Education
University of Central Oklahoma 1993 — 1997
Business Administration
University of Central Oklahoma - College of Business Administration 1993 — 1997
Business Administration
ATC Drivetrain December 2014 - Present
Hertz May 2010 - December 2014
Pratt & Whitney June 2009 - August 2009
Remy International March 2007 - March 2009
Farmers Insurance November 2003 - December 2006
Waddell & Reed June 2001 - April 2003
Education
University of Central Oklahoma 1993 — 1997
Business Administration
University of Central Oklahoma - College of Business Administration 1993 — 1997
Business Administration
Chad Johnson Chad Johnson's Waddell & Reed Experience 2005 - 2006
Job National Doctor Recruiter
Industry Hospital & Health Care
Experience
Samson Dental Partners, LLC August 2015 - Present
SkillPath Seminars July 2014 - August 2015
QualStaff Resources April 2010 - April 2014
SOI August 2009 - February 2010
Ceridian February 2008 - August 2009
Oasis Outsourcing 2006 - 2008
Waddell & Reed 2005 - 2006
Pro Staff 2003 - 2005
CompResults Managed Care 2000 - 2003
Skills
Executive Search, Temporary Placement, CRM, Technical Recruiting, Staffing Services, Employee Benefits, Applicant Tracking..., Vendor Management, Recruiting, Talent Acquisition, Human Resources, Business Development, Employee Relations, Sourcing, Onboarding, Temporary Staffing, HRIS, Internet Recruiting, Training, Sales, Deferred Compensation, Payroll, College Recruiting, Management, Interviews, Leadership, Talent Management, Consulting, Contract Recruitment, Performance Management, Workforce Planning, Benefits Negotiation, New Hire Orientations, Employee Engagement, Resume Writing, Hiring, Team Leadership, Benefits Administration, Organizational...
Education
Calvary Bible College and Theological Seminary
Psychology/Aviation
Urbandale High School
Samson Dental Partners, LLC August 2015 - Present
SkillPath Seminars July 2014 - August 2015
QualStaff Resources April 2010 - April 2014
SOI August 2009 - February 2010
Ceridian February 2008 - August 2009
Oasis Outsourcing 2006 - 2008
Waddell & Reed 2005 - 2006
Pro Staff 2003 - 2005
CompResults Managed Care 2000 - 2003
Skills
Executive Search, Temporary Placement, CRM, Technical Recruiting, Staffing Services, Employee Benefits, Applicant Tracking..., Vendor Management, Recruiting, Talent Acquisition, Human Resources, Business Development, Employee Relations, Sourcing, Onboarding, Temporary Staffing, HRIS, Internet Recruiting, Training, Sales, Deferred Compensation, Payroll, College Recruiting, Management, Interviews, Leadership, Talent Management, Consulting, Contract Recruitment, Performance Management, Workforce Planning, Benefits Negotiation, New Hire Orientations, Employee Engagement, Resume Writing, Hiring, Team Leadership, Benefits Administration, Organizational...
Education
Calvary Bible College and Theological Seminary
Psychology/Aviation
Urbandale High School
Gregory Brodeur's Waddell & Reed Experience January 2015 - May 2015
Job Financial Services Intern at First Investors
Industry Financial Services
Experience
First Investors June 2015 - Present
Waddell & Reed January 2015 - May 2015
Bertucci's July 2012 - January 2015
Pillars of Wall Street October 2014 - October 2014
The Hartford April 2014 - July 2014
Skills
Finance, Economics, Wealth Management, Retirement Planning, Risk Management, Marketing, Information Technology, Data Analysis, Problem Solving, Insurance, Microsoft Excel, Macroeconomics, Microeconomics, Calculus, Customer Service, Leadership, Outstanding verbal, Highly Dedicated, Highly detail oriented
Education
The University of Connecticut School of Business 2013 — 2016
Bachelor's of Science in Business, Finance
Central Connecticut State University 2012 — 2013
Wethersfield High School 2008 — 2012
First Investors June 2015 - Present
Waddell & Reed January 2015 - May 2015
Bertucci's July 2012 - January 2015
Pillars of Wall Street October 2014 - October 2014
The Hartford April 2014 - July 2014
Skills
Finance, Economics, Wealth Management, Retirement Planning, Risk Management, Marketing, Information Technology, Data Analysis, Problem Solving, Insurance, Microsoft Excel, Macroeconomics, Microeconomics, Calculus, Customer Service, Leadership, Outstanding verbal, Highly Dedicated, Highly detail oriented
Education
The University of Connecticut School of Business 2013 — 2016
Bachelor's of Science in Business, Finance
Central Connecticut State University 2012 — 2013
Wethersfield High School 2008 — 2012
Artak Paskevichyan's Waddell & Reed Experience 2013 - 2013
Job Certified Law Student at Community Economic Development Small Business Law Center TJSL
Industry Law Practice
Experience
Tax Law Society of Thomas Jefferson School of Law August 2014 - August 2015
Armenian Law Students Association of Thomas Jefferson School of Law August 2014 - August 2015
Community Economic Development Clinic - Small Business Law Center TJSL June 2015 - July 2015
TJSL Volunteer Income Tax Assistance February 2015 - April 2015
TJSL Volunteer Income Tax Assistance February 2014 - April 2014
Thomas Nelson Special September 2013 - November 2013
Waddell & Reed 2013 - 2013
Sacramento Action Car Care September 2011 - August 2012
People's Choice Brokers April 2010 - September 2010
Prudential California Realty April 2009 - April 2010
Skills
Finance, Analysis, Real Estate, Selling, Contract Negotiation, Investments, International Business, Risk Management, Business Planning, Foreclosures, Sales, REO, Mortgage Lending, Insurance, Referrals, FHA, Negotiation, First Time Home Buyers, Law, Tax, Income Tax, Tax Law, International Tax, Public Speaking
Education
San Diego State University-California State University 2013 — 2015
Master of Business Administration (M.B.A.), General MBA/JD
Thomas Jefferson School of Law 2012 — 2015
Juris Doctor (J.D.)
California State University-Sacramento 2008 — 2012
Bachelor of Science (B.S.), Business
Tax Law Society of Thomas Jefferson School of Law August 2014 - August 2015
Armenian Law Students Association of Thomas Jefferson School of Law August 2014 - August 2015
Community Economic Development Clinic - Small Business Law Center TJSL June 2015 - July 2015
TJSL Volunteer Income Tax Assistance February 2015 - April 2015
TJSL Volunteer Income Tax Assistance February 2014 - April 2014
Thomas Nelson Special September 2013 - November 2013
Waddell & Reed 2013 - 2013
Sacramento Action Car Care September 2011 - August 2012
People's Choice Brokers April 2010 - September 2010
Prudential California Realty April 2009 - April 2010
Skills
Finance, Analysis, Real Estate, Selling, Contract Negotiation, Investments, International Business, Risk Management, Business Planning, Foreclosures, Sales, REO, Mortgage Lending, Insurance, Referrals, FHA, Negotiation, First Time Home Buyers, Law, Tax, Income Tax, Tax Law, International Tax, Public Speaking
Education
San Diego State University-California State University 2013 — 2015
Master of Business Administration (M.B.A.), General MBA/JD
Thomas Jefferson School of Law 2012 — 2015
Juris Doctor (J.D.)
California State University-Sacramento 2008 — 2012
Bachelor of Science (B.S.), Business
John Streppa, CFA's Waddell & Reed Experience April 2007 - August 2007
Job Equity Research Associate TMT Internet & Interactive Entertainment
Industry Financial Services
Experience
Jefferies July 2015 - Present
Jefferies LLC May 2014 - Present
Cambridge Associates L.L.C March 2010 - May 2013
Cambridge Associates L.L.C June 2008 - February 2010
Waddell & Reed April 2007 - August 2007
Education
Carnegie Mellon University - Tepper School of Business 2013 — 2015
Finance, Strategy
Virginia Polytechnic Institute and State University - Pamplin College of Business 2004 — 2008
Bachelor of Science (B.S.), Finance
Blessed Trinity 2000 — 2004
Jefferies July 2015 - Present
Jefferies LLC May 2014 - Present
Cambridge Associates L.L.C March 2010 - May 2013
Cambridge Associates L.L.C June 2008 - February 2010
Waddell & Reed April 2007 - August 2007
Education
Carnegie Mellon University - Tepper School of Business 2013 — 2015
Finance, Strategy
Virginia Polytechnic Institute and State University - Pamplin College of Business 2004 — 2008
Bachelor of Science (B.S.), Finance
Blessed Trinity 2000 — 2004
Doug Gullickson's Waddell & Reed Experience October 2008 - January 2010
Job IT Capability Manager at Allianz Life
Industry Retail
Experience
Allianz Life October 2014 - Present
Allianz Life January 2014 - October 2014
RBC Wealth Management October 2012 - December 2013
Digineer January 2012 - October 2012
Target February 2010 - January 2012
Waddell & Reed October 2008 - January 2010
Wells Fargo February 2006 - July 2008
Wells Fargo May 2004 - February 2006
Fidelity National Information Services January 2000 - August 2003
Merrill Corporation May 1997 - January 2000
Skills
Business Analysis, Product Management, Analysis, Project Management, Program Management, Strategy, Risk Management, Leadership, Team Building, Strategic Planning, Management, Quality Assurance, Operations Management
Education
Colorado State University 1985 — 1987
MS, Management Information Systems
The University of South Dakota 1976 — 1980
BS, Business Administration
Allianz Life October 2014 - Present
Allianz Life January 2014 - October 2014
RBC Wealth Management October 2012 - December 2013
Digineer January 2012 - October 2012
Target February 2010 - January 2012
Waddell & Reed October 2008 - January 2010
Wells Fargo February 2006 - July 2008
Wells Fargo May 2004 - February 2006
Fidelity National Information Services January 2000 - August 2003
Merrill Corporation May 1997 - January 2000
Skills
Business Analysis, Product Management, Analysis, Project Management, Program Management, Strategy, Risk Management, Leadership, Team Building, Strategic Planning, Management, Quality Assurance, Operations Management
Education
Colorado State University 1985 — 1987
MS, Management Information Systems
The University of South Dakota 1976 — 1980
BS, Business Administration
Chris Uhl's Waddell & Reed Experience January 2001 - January 2004
Job Vice President, Commercial Banking at PNC
Industry Banking
Experience
PNC September 2011 - Present
Comerica Bank November 2007 - Present
LaSalle Bank August 2006 - October 2007
Waddell & Reed January 2001 - January 2004
Education
Wayne State University 2008 — 2011
MBA
Central Michigan University 1996 — 2000
BS in Business Administration, Management, Marketing
PNC September 2011 - Present
Comerica Bank November 2007 - Present
LaSalle Bank August 2006 - October 2007
Waddell & Reed January 2001 - January 2004
Education
Wayne State University 2008 — 2011
MBA
Central Michigan University 1996 — 2000
BS in Business Administration, Management, Marketing
Vetra Perry Roman's Waddell & Reed Experience January 2011 - May 2011
Job Financial Advisor at Waddell & Reed
Industry Financial Services
Experience
Waddell & Reed January 2011 - May 2011
TD Ameritrade May 1995 - June 2008
Skills
Series 66, Series 7, Securities, Series 63, Insurance, Financial Planning, Finance, Uniform Combined State..., Investments, Retirement, Retirement Planning, Mutual Funds, Estate Planning, Public Speaking, Strategic Financial..., Management, Wealth Management, Portfolio Management, Equities, Fixed Annuities, Financial Services, Investment Advisory, Due Diligence, Investment Strategies, Asset Management, Financial Analysis, Asset Allocation
Education
West Los Angeles College 2009 — 2010
Certification, Paralegal Studies
Central State University 1971 — 1975
Waddell & Reed January 2011 - May 2011
TD Ameritrade May 1995 - June 2008
Skills
Series 66, Series 7, Securities, Series 63, Insurance, Financial Planning, Finance, Uniform Combined State..., Investments, Retirement, Retirement Planning, Mutual Funds, Estate Planning, Public Speaking, Strategic Financial..., Management, Wealth Management, Portfolio Management, Equities, Fixed Annuities, Financial Services, Investment Advisory, Due Diligence, Investment Strategies, Asset Management, Financial Analysis, Asset Allocation
Education
West Los Angeles College 2009 — 2010
Certification, Paralegal Studies
Central State University 1971 — 1975
Lucas Waruru's Waddell & Reed Experience June 2008 - September 2008
Job Technician at The Computer Store
Industry Financial Services
Experience
The Computer Store September 2013 - Present
Asset Inventories May 2013 - August 2013
Zimny Oilfield Services January 2012 - January 2013
ING April 2011 - January 2012
ING March 2010 - April 2011
ING December 2008 - August 2010
Combined Insurance September 2008 - November 2008
Waddell & Reed June 2008 - September 2008
Sykes Enterprise October 2004 - June 2008
Asset Inventories June 2003 - September 2004
Skills
Leadership, Sales, Project Management, Investments, Business Analysis
Education
Minot State University 2004 — 2007
BSc Management Finance, Management and Finance
City University of New York City College 2001 — 2004
Engineering
Makini 1999 — 2000
Physics
Saint Mary's 1995 — 2000
Karen C
The Computer Store September 2013 - Present
Asset Inventories May 2013 - August 2013
Zimny Oilfield Services January 2012 - January 2013
ING April 2011 - January 2012
ING March 2010 - April 2011
ING December 2008 - August 2010
Combined Insurance September 2008 - November 2008
Waddell & Reed June 2008 - September 2008
Sykes Enterprise October 2004 - June 2008
Asset Inventories June 2003 - September 2004
Skills
Leadership, Sales, Project Management, Investments, Business Analysis
Education
Minot State University 2004 — 2007
BSc Management Finance, Management and Finance
City University of New York City College 2001 — 2004
Engineering
Makini 1999 — 2000
Physics
Saint Mary's 1995 — 2000
Karen C
Heather Chadwick's Waddell & Reed Experience July 1998 - September 2002
Job Online Instructor at Creighton University
Industry Education Management
Experience
Creighton University August 2013 - Present
United States Military Academy March 2008 - August 2011
Boeing 2005 - 2007
University of Maryland University College December 2002 - July 2005
Cameron University January 2001 - December 2002
Waddell & Reed July 1998 - September 2002
Department of Army September 1998 - June 2001
Skills
DoD, Team Leadership, Security Clearance, Leadership, PowerPoint, Operations Management, Counterterrorism, Operational Planning, Process Improvement, Army, Government, Team Building, Leadership Development, Risk Management, Program Management, Higher Education, Research, Policy, Training, Public Speaking, Military Operations, Analysis, Organizational..., Proposal Writing, Military Experience, National Security, Military
Education
Colorado State University 2011 — 2015
Doctor of Philosophy (Ph.D.), Higher Education and Human Resources
University of Oklahoma 1999 — 2001
Master's degree, Applied Economics
Eastern Kentucky University 1995 — 1998
Bachelor of Business Administration (B.B.A.), Finance and Economics
United States Military Academy at West Point 1993 — 1995
Creighton University August 2013 - Present
United States Military Academy March 2008 - August 2011
Boeing 2005 - 2007
University of Maryland University College December 2002 - July 2005
Cameron University January 2001 - December 2002
Waddell & Reed July 1998 - September 2002
Department of Army September 1998 - June 2001
Skills
DoD, Team Leadership, Security Clearance, Leadership, PowerPoint, Operations Management, Counterterrorism, Operational Planning, Process Improvement, Army, Government, Team Building, Leadership Development, Risk Management, Program Management, Higher Education, Research, Policy, Training, Public Speaking, Military Operations, Analysis, Organizational..., Proposal Writing, Military Experience, National Security, Military
Education
Colorado State University 2011 — 2015
Doctor of Philosophy (Ph.D.), Higher Education and Human Resources
University of Oklahoma 1999 — 2001
Master's degree, Applied Economics
Eastern Kentucky University 1995 — 1998
Bachelor of Business Administration (B.B.A.), Finance and Economics
United States Military Academy at West Point 1993 — 1995
Michael Harm, CRPC's Waddell & Reed Experience 2001 - 2003
Job Financial Professional
Industry Financial Services
Experience
Allstate Financial Services August 2005 - Present
SMITH HAYES Financial Services February 2004 - July 2005
Waddell & Reed 2001 - 2003
Skills
Insurance, Investments, Qualified Retirement..., Tax-planning, Saving for Education, Management, Computers, Woodworking, Weightlifting, Series 7, Series 24, Series 65, IRAs, Fixed Annuities, Financial Services, Series 6, Retirement, Life Insurance, Retirement Planning, Series 63, Financial Planning, Mutual Funds, Customer Service, Term Life Insurance, Securities, 401k, Long-term Care, Estate Planning
Education
Doane College 2009 — 2014
MAM, Management
College for Financial Planning 2007 — 2008
Chartered Retirement Planning Counselor
University of Nebraska-Lincoln 1997 — 2001
BSBA, Finance
College for Financial Planning
Chartered Retirement Planning Counselor - CRPC
Allstate Financial Services August 2005 - Present
SMITH HAYES Financial Services February 2004 - July 2005
Waddell & Reed 2001 - 2003
Skills
Insurance, Investments, Qualified Retirement..., Tax-planning, Saving for Education, Management, Computers, Woodworking, Weightlifting, Series 7, Series 24, Series 65, IRAs, Fixed Annuities, Financial Services, Series 6, Retirement, Life Insurance, Retirement Planning, Series 63, Financial Planning, Mutual Funds, Customer Service, Term Life Insurance, Securities, 401k, Long-term Care, Estate Planning
Education
Doane College 2009 — 2014
MAM, Management
College for Financial Planning 2007 — 2008
Chartered Retirement Planning Counselor
University of Nebraska-Lincoln 1997 — 2001
BSBA, Finance
College for Financial Planning
Chartered Retirement Planning Counselor - CRPC
Joel C. Hyde's Waddell & Reed Experience April 1995 - Present
Job Financial Advisor
Industry Financial Services
Experience
Waddell & Reed April 1995 - Present
Skills
Investments, Strategic Planning, Microsoft Excel, Microsoft Office, Risk Management, Banking, Wealth Management, Mutual Funds, Business Analysis, Strategic Financial..., Retirement Planning, Customer Service, Financial Analysis, Portfolio Management, Finance, Investment Advisory, Securities, Financial Advisory, Insurance, Financial Planning, Social Media
Education
Central Michigan University 1972 — 1976
Central Michigan University 1972 — 1976
Waddell & Reed April 1995 - Present
Skills
Investments, Strategic Planning, Microsoft Excel, Microsoft Office, Risk Management, Banking, Wealth Management, Mutual Funds, Business Analysis, Strategic Financial..., Retirement Planning, Customer Service, Financial Analysis, Portfolio Management, Finance, Investment Advisory, Securities, Financial Advisory, Insurance, Financial Planning, Social Media
Education
Central Michigan University 1972 — 1976
Central Michigan University 1972 — 1976
Brian Boehnke's Waddell & Reed Experience 1995 - 1996
Job Experienced Tax/Compliance Professional
Industry Financial Services
Experience
ALPS, A DST Company 2013 - Present
ALPS Fund Services, Inc. - A DST Company 2009 - 2013
Janus Capital Group 2005 - 2009
Janus Capital Group 2002 - 2005
Janus Capital Group 1999 - 2002
Janus Capital Group 1997 - 1999
Janus Capital Group 1996 - 1997
Waddell & Reed 1995 - 1996
Skills
Tax Reporting, Cost Basis Reporting, Process Improvement, Project Management, Vendor Management, Leadership, Management, Team Building, Tax, Financial Analysis, Securities, Risk Management
Education
Colorado State University 1991 — 1995
Bachelor of Science, Finance
FINRA Series 6 and 63
ALPS, A DST Company 2013 - Present
ALPS Fund Services, Inc. - A DST Company 2009 - 2013
Janus Capital Group 2005 - 2009
Janus Capital Group 2002 - 2005
Janus Capital Group 1999 - 2002
Janus Capital Group 1997 - 1999
Janus Capital Group 1996 - 1997
Waddell & Reed 1995 - 1996
Skills
Tax Reporting, Cost Basis Reporting, Process Improvement, Project Management, Vendor Management, Leadership, Management, Team Building, Tax, Financial Analysis, Securities, Risk Management
Education
Colorado State University 1991 — 1995
Bachelor of Science, Finance
FINRA Series 6 and 63
Heath Moore's Waddell & Reed Experience January 2012 - June 2014
Job Financial Advisor
Industry Financial Services
Experience
Bronfman E.L. Rothschild June 2014 - Present
Waddell & Reed January 2012 - June 2014
Anaala Salon & Spa August 2006 - January 2012
Skills
Social Media, Marketing, Strategic Planning, Customer Service, Financial Planning, Investments, Retirement Planning, Social Media Marketing, Public Speaking, Advertising, Employee Benefits, Marketing Strategy, Event Planning, Marketing Communications, Nonprofits, Team Building, Project Management, Life Insurance, Disability Insurance, Series 7, series 66, Licensed Life & Health...
Education
Clemson University 1988 — 1992
Bachelor of Arts (B.A.), Political Science and Government
Bronfman E.L. Rothschild June 2014 - Present
Waddell & Reed January 2012 - June 2014
Anaala Salon & Spa August 2006 - January 2012
Skills
Social Media, Marketing, Strategic Planning, Customer Service, Financial Planning, Investments, Retirement Planning, Social Media Marketing, Public Speaking, Advertising, Employee Benefits, Marketing Strategy, Event Planning, Marketing Communications, Nonprofits, Team Building, Project Management, Life Insurance, Disability Insurance, Series 7, series 66, Licensed Life & Health...
Education
Clemson University 1988 — 1992
Bachelor of Arts (B.A.), Political Science and Government
Calvin Maxwell's Waddell & Reed Experience Distribution Center ManagerMcClatchy NewspapersJune 1978 - June 2006
Job Financial Advisor at Waddell & Reed
Industry Financial Services
Experience
Waddell & Reed Distribution Center ManagerMcClatchy NewspapersJune 1978 - June 2006
Education
California State University-Sacramento
2 yrs/ 55 units, Business Administration/accounting
Waddell & Reed Distribution Center ManagerMcClatchy NewspapersJune 1978 - June 2006
Education
California State University-Sacramento
2 yrs/ 55 units, Business Administration/accounting
Phyllis Muder's Waddell & Reed Experience September 2006 - July 2007
Job Program Manager at American Public Works Association
Industry Nonprofit Organization Management
Experience
American Public Works Association January 2014 - Present
American Public Works Association November 2008 - January 2014
H&R Block Financial Advisors July 2007 - November 2008
Waddell & Reed September 2006 - July 2007
Timberline Garden Center September 2000 - August 2006
DST Systems September 1997 - August 2000
DST Systems, Inc September 1993 - September 1997
DST Systems May 1991 - September 1993
Skills
Project Planning, Captivate, Project Implementation, Project Coordination, Learning Management, Distance Learning, Quickbooks, Business Analysis, Business Management, Operations Management, PowerPoint, Adult Education, Audio Editing, E-learning, Premiere, Soundbooth, Microsoft Office, Word, Excel, Instructional Design, Online Training, E-learning Development, Microsoft Excel, Project Management, Management, Contract Negotiation, E-Learning, Government, Strategic Planning, SDLC, MS Project, Change Management, SharePoint, Analysis, Policy, Proposal Writing, Leadership
Education
California University of Pennsylvania 1978 — 1982
Bachelor's Degree, Communications
Mechanicsburg High School 1975 — 1978
American Public Works Association January 2014 - Present
American Public Works Association November 2008 - January 2014
H&R Block Financial Advisors July 2007 - November 2008
Waddell & Reed September 2006 - July 2007
Timberline Garden Center September 2000 - August 2006
DST Systems September 1997 - August 2000
DST Systems, Inc September 1993 - September 1997
DST Systems May 1991 - September 1993
Skills
Project Planning, Captivate, Project Implementation, Project Coordination, Learning Management, Distance Learning, Quickbooks, Business Analysis, Business Management, Operations Management, PowerPoint, Adult Education, Audio Editing, E-learning, Premiere, Soundbooth, Microsoft Office, Word, Excel, Instructional Design, Online Training, E-learning Development, Microsoft Excel, Project Management, Management, Contract Negotiation, E-Learning, Government, Strategic Planning, SDLC, MS Project, Change Management, SharePoint, Analysis, Policy, Proposal Writing, Leadership
Education
California University of Pennsylvania 1978 — 1982
Bachelor's Degree, Communications
Mechanicsburg High School 1975 — 1978
Luke Swartwood's Waddell & Reed Experience October 2014 - Present
Job Owner at The Creative Wingman
Industry Education Management
Experience
Ray-pec school district February 2015 - Present
Waddell & Reed October 2014 - Present
The Creative Wingman January 2013 - Present
Belton School District September 2000 - February 2015
Skills
Public Speaking, Staff Development, Team Building, Teaching, Event Planning, Curriculum Development, Curriculum Design
Education
Capella University 2007 — 2009
Bachelors, Marketing
Ray-pec school district February 2015 - Present
Waddell & Reed October 2014 - Present
The Creative Wingman January 2013 - Present
Belton School District September 2000 - February 2015
Skills
Public Speaking, Staff Development, Team Building, Teaching, Event Planning, Curriculum Development, Curriculum Design
Education
Capella University 2007 — 2009
Bachelors, Marketing
Mark D. Reitsma, CFP®, CMFC's Waddell & Reed Experience October 2001 - January 2006
Job Partner at Regency Wealth Management
Industry Financial Services
Experience
Regency Wealth Management December 2010 - Present
Regency Wealth Management, LLC January 2009 - December 2010
Reitsma Financial Group, LLC February 2006 - December 2008
Waddell & Reed October 2001 - January 2006
Spoelstra, Inc. May 1995 - September 2001
Skills
Wealth Management
Education
Fairleigh Dickinson University-Metropolitan Campus 2002 — 2003
Certificate in Financial Planning, Financial Planning and Services
Calvin College 1991 — 1995
BA, Business Administration, Psychology
Regency Wealth Management December 2010 - Present
Regency Wealth Management, LLC January 2009 - December 2010
Reitsma Financial Group, LLC February 2006 - December 2008
Waddell & Reed October 2001 - January 2006
Spoelstra, Inc. May 1995 - September 2001
Skills
Wealth Management
Education
Fairleigh Dickinson University-Metropolitan Campus 2002 — 2003
Certificate in Financial Planning, Financial Planning and Services
Calvin College 1991 — 1995
BA, Business Administration, Psychology
Lisa Randle, RFC, EA's Waddell & Reed Experience 2009 - 2012
Job Financial Advisor and Tax Professional
Industry Financial Services
Experience
Genesis Financial Group December 2000 - Present
Waddell & Reed 2009 - 2012
The Principal Financial Group October 2007 - February 2009
Vinnell 1997 - 2000
Skills
Financial Advisory, Strategic Financial..., Accounting, Bookkeeping, Insurance, Investments, Financial Services, Strategy, Auditing, Term Life Insurance, Finance, Tax, Tax Preparation, Retirement, Leadership, Financial Planners, Budgets, Sales, Retirement Planning, QuickBooks, Employee Benefits, Entrepreneurship, Small Business, Financial Analysis, Wealth Management, Uniform Combined State..., Time Management, Series 7, Series 65, Series 6, Risk Management, Portfolio Management, Personal Finance, Pensions, Mutual Funds, Marketing, Management Consulting, Long-term Care, Life Insurance, Investment Advisory
Education
Cleveland State University
Business Administration
New England College of Business and Finance
BSBA, Accounting and Finance
Genesis Financial Group December 2000 - Present
Waddell & Reed 2009 - 2012
The Principal Financial Group October 2007 - February 2009
Vinnell 1997 - 2000
Skills
Financial Advisory, Strategic Financial..., Accounting, Bookkeeping, Insurance, Investments, Financial Services, Strategy, Auditing, Term Life Insurance, Finance, Tax, Tax Preparation, Retirement, Leadership, Financial Planners, Budgets, Sales, Retirement Planning, QuickBooks, Employee Benefits, Entrepreneurship, Small Business, Financial Analysis, Wealth Management, Uniform Combined State..., Time Management, Series 7, Series 65, Series 6, Risk Management, Portfolio Management, Personal Finance, Pensions, Mutual Funds, Marketing, Management Consulting, Long-term Care, Life Insurance, Investment Advisory
Education
Cleveland State University
Business Administration
New England College of Business and Finance
BSBA, Accounting and Finance
Heather Shanks's Waddell & Reed Experience 1996 - 1997
Job Freelance Business Writer & Consultant
Industry Writing and Editing
Experience
Projitex 1996 - Present
University of Phoenix 2005 - 2007
Waukesha Teen Center 2003 - 2006
Trisept Solutions 2000 - 2001
Wisconsin Energy Corporation 1997 - 2000
Waddell & Reed 1996 - 1997
Education
Keller Graduate School 2000 — 2001
Master, Project Management
Cardinal Stritch University 1997 — 1999
BS, Management
Illinois Wesleyan University 1992 — 1993
Projitex 1996 - Present
University of Phoenix 2005 - 2007
Waukesha Teen Center 2003 - 2006
Trisept Solutions 2000 - 2001
Wisconsin Energy Corporation 1997 - 2000
Waddell & Reed 1996 - 1997
Education
Keller Graduate School 2000 — 2001
Master, Project Management
Cardinal Stritch University 1997 — 1999
BS, Management
Illinois Wesleyan University 1992 — 1993
Scott Rainey's Waddell & Reed Experience April 2002 - November 2004
Job Managing Partner, M. Rainey & Associates Financial Services Firm
Industry Financial Services
Experience
M. Rainey & Associates September 2006 - Present
Resource Bank 2005 - 2006
Dominion Investment Group 2004 - 2006
Waddell & Reed April 2002 - November 2004
Gloucester County Sheriff's Office April 1995 - 2002
Skills
401k Rollovers, Retirement Planning, Series 7, Investment Advisory, College Savings Plans, Wealth Management, Roth IRA, Estate Planning, Strategic Financial..., Enforcement, Mutual Funds, Retirement, Field Training Officer, IRAs, Asset Allocation, Uniform Combined State..., Financial Planning
Education
Christopher Newport University
BA, Business Managament
M. Rainey & Associates September 2006 - Present
Resource Bank 2005 - 2006
Dominion Investment Group 2004 - 2006
Waddell & Reed April 2002 - November 2004
Gloucester County Sheriff's Office April 1995 - 2002
Skills
401k Rollovers, Retirement Planning, Series 7, Investment Advisory, College Savings Plans, Wealth Management, Roth IRA, Estate Planning, Strategic Financial..., Enforcement, Mutual Funds, Retirement, Field Training Officer, IRAs, Asset Allocation, Uniform Combined State..., Financial Planning
Education
Christopher Newport University
BA, Business Managament
Craig Hays, CFA's Waddell & Reed Experience May 2007 - October 2007
Job VP, External Investment Mandates at Swiss Re
Industry Insurance
Experience
Swiss Re February 2013 - Present
Swiss Re August 2011 - February 2013
Carnegie Mellon Tepper School of Business August 2009 - May 2011
Swiss Re June 2010 - August 2010
Wells, Canning & Associates November 2007 - July 2009
Waddell & Reed May 2007 - October 2007
Skills
Microsoft Excel, PowerPoint, Access, Bloomberg, Market Risk, Financial Analysis, Financial Modeling, Financial Risk..., Lotus Notes, Fixed Income, Presentations, Manager Selection, Analysis, Credit Risk, Strategic Financial..., Finance, Trading
Education
Carnegie Mellon University - Tepper School of Business 2009 — 2011
MBA, Concentrations in Finance, Accounting and Economics
Rensselaer Polytechnic Institute 2003 — 2007
BS, Physics, Economics
Swiss Re February 2013 - Present
Swiss Re August 2011 - February 2013
Carnegie Mellon Tepper School of Business August 2009 - May 2011
Swiss Re June 2010 - August 2010
Wells, Canning & Associates November 2007 - July 2009
Waddell & Reed May 2007 - October 2007
Skills
Microsoft Excel, PowerPoint, Access, Bloomberg, Market Risk, Financial Analysis, Financial Modeling, Financial Risk..., Lotus Notes, Fixed Income, Presentations, Manager Selection, Analysis, Credit Risk, Strategic Financial..., Finance, Trading
Education
Carnegie Mellon University - Tepper School of Business 2009 — 2011
MBA, Concentrations in Finance, Accounting and Economics
Rensselaer Polytechnic Institute 2003 — 2007
BS, Physics, Economics
Kevin J. Williams's Waddell & Reed Experience December 2005 - May 2006
Job President / Chief Trader at Catalyst Global Markets, Inc.
Industry Financial Services
Experience
Catalyst Global Markets December 2012 - Present
Epiphany Trading, LLC. January 2008 - March 2011
Houlihan Smith & Company, Inc. November 2006 - November 2007
Waddell & Reed December 2005 - May 2006
Jetacquisition.net (out of business) November 2004 - November 2005
FX Capital Management Corporation August 1998 - August 1999
Skills
Equities, Investments, Hedge Funds, Financial Analysis, Trading, Portfolio Management, Finance, Options, Trading Strategies, Financial Markets, Foreign Exchange, Equity Trading, Analysis, Bloomberg, Proprietary Trading, Private Equity, Venture Capital, Series 7, Business Development, Banking, Equity Derivatives, Recruiting
Education
Chicago State University 2001 — 2002
Bachelor of Arts, Humanities (concentration: finance & economics)
Catalyst Global Markets December 2012 - Present
Epiphany Trading, LLC. January 2008 - March 2011
Houlihan Smith & Company, Inc. November 2006 - November 2007
Waddell & Reed December 2005 - May 2006
Jetacquisition.net (out of business) November 2004 - November 2005
FX Capital Management Corporation August 1998 - August 1999
Skills
Equities, Investments, Hedge Funds, Financial Analysis, Trading, Portfolio Management, Finance, Options, Trading Strategies, Financial Markets, Foreign Exchange, Equity Trading, Analysis, Bloomberg, Proprietary Trading, Private Equity, Venture Capital, Series 7, Business Development, Banking, Equity Derivatives, Recruiting
Education
Chicago State University 2001 — 2002
Bachelor of Arts, Humanities (concentration: finance & economics)
Erik Walz's Waddell & Reed Experience March 2015 - Present
Job Financial Advisor at Waddell & Reed
Industry Real Estate
Experience
Waddell & Reed March 2015 - Present
Jere Owen LLC January 2008 - Present
Younkers November 2013 - February 2015
U.S. Census Bureau April 2010 - June 2010
Skills
Investment Properties, Commercial Real Estate, Property Management, Customer Service, Long-term Customer..., Sales, Marketing, Work Well Independently, Real Estate Development, Real Estate Transactions, Real Estate, Investors, Leases, Sellers, Residential Homes, Real Estate Economics, Rentals, Relocation, Property, Real Property, Investments, Selling
Education
Central Michigan University 2002 — 2006
Bachlors of science, Economics, Poitical Science, History, Sociology
Waddell & Reed March 2015 - Present
Jere Owen LLC January 2008 - Present
Younkers November 2013 - February 2015
U.S. Census Bureau April 2010 - June 2010
Skills
Investment Properties, Commercial Real Estate, Property Management, Customer Service, Long-term Customer..., Sales, Marketing, Work Well Independently, Real Estate Development, Real Estate Transactions, Real Estate, Investors, Leases, Sellers, Residential Homes, Real Estate Economics, Rentals, Relocation, Property, Real Property, Investments, Selling
Education
Central Michigan University 2002 — 2006
Bachlors of science, Economics, Poitical Science, History, Sociology
Nathan Bergeland's Waddell & Reed Experience February 1981 - December 1984
Job CEO at USAdvisors Network
Industry Financial Services
Experience
USAdvisors Network January 1984 - Present
Waddell & Reed February 1981 - December 1984
Education
College for Financial Planning 1992 — 1998
MS, Financial Planning
St. Olaf College 1976 — 1980
BA, Economics
USAdvisors Network January 1984 - Present
Waddell & Reed February 1981 - December 1984
Education
College for Financial Planning 1992 — 1998
MS, Financial Planning
St. Olaf College 1976 — 1980
BA, Economics
Robb Willes's Waddell & Reed Experience 1986 - 1990
Job Making numbers work for you. Investing, Forestry, Insurance adjusting.
Industry Investment Management
Experience
Black Forest Mitigation and Fire Recovery, BFMFR.com July 2013 - Present
Self 2008 - 2012
Your Home Sweet Home 2004 - 2008
Hartford Retirement Plans 2002 - 2004
New York Life Insurance Company 1996 - 2001
New York Life Insurance Company 1994 - 1996
Invesco Funds Group 1991 - 1994
J. Pat Gregory and Assoc 1990 - 1991
Waddell & Reed 1986 - 1990
Continental Federal Savings and Loan 1983 - 1986
Skills
Customer Service, Customer Service..., Customer Service..., Direct Marketing, Marketing Strategy, Qualified Retirement..., Retirement Planning, Retirement Plan..., Negotiation, Defined Benefit, Defined Contribution, Quality Management, Quality Auditing, Sales Management, Sales Operations, Sales Presentations, Variable Life, Insurance Adjusting, Business Process..., Cross-functional Team..., Insurance, Retirement, Fixed Annuities, Asset Management
Education
Americian College, Mn-Minneapolis 1996 — 2001
CE courses on: Tax and Estate Planning, Retirement Plans, Mutual funds, Marketing Stratigies, na
College for Financial Planning 1993 — 1994
Completed two parts (financial planning and planning with insurance), P
Pension Publications of Denver (Merged into Corbel) CO-Denver 1993 — 1994
Attny CE credit, 2 annual reviews of the ERISA outline, P
Institute of Financial Education 1981 — 1984
na, Banking and Financial Support Services, P
Lewis Palmer High School 1975 — 1979
Degree, College Prep
Black Forest Mitigation and Fire Recovery, BFMFR.com July 2013 - Present
Self 2008 - 2012
Your Home Sweet Home 2004 - 2008
Hartford Retirement Plans 2002 - 2004
New York Life Insurance Company 1996 - 2001
New York Life Insurance Company 1994 - 1996
Invesco Funds Group 1991 - 1994
J. Pat Gregory and Assoc 1990 - 1991
Waddell & Reed 1986 - 1990
Continental Federal Savings and Loan 1983 - 1986
Skills
Customer Service, Customer Service..., Customer Service..., Direct Marketing, Marketing Strategy, Qualified Retirement..., Retirement Planning, Retirement Plan..., Negotiation, Defined Benefit, Defined Contribution, Quality Management, Quality Auditing, Sales Management, Sales Operations, Sales Presentations, Variable Life, Insurance Adjusting, Business Process..., Cross-functional Team..., Insurance, Retirement, Fixed Annuities, Asset Management
Education
Americian College, Mn-Minneapolis 1996 — 2001
CE courses on: Tax and Estate Planning, Retirement Plans, Mutual funds, Marketing Stratigies, na
College for Financial Planning 1993 — 1994
Completed two parts (financial planning and planning with insurance), P
Pension Publications of Denver (Merged into Corbel) CO-Denver 1993 — 1994
Attny CE credit, 2 annual reviews of the ERISA outline, P
Institute of Financial Education 1981 — 1984
na, Banking and Financial Support Services, P
Lewis Palmer High School 1975 — 1979
Degree, College Prep
Jeff Wheeler's Waddell & Reed Experience December 2011 - October 2013
Job Partner at New York Life
Industry Insurance
Experience
New York Life October 2013 - Present
Waddell & Reed December 2011 - October 2013
Adviser Investments December 2007 - September 2011
Bank of America Investments August 2002 - November 2007
First Union Securities 1998 - 2002
Prudential Investments 1996 - 1998
Prudential Financial 1994 - 1998
Rauscher Pierce Refsnes August 1988 - June 1994
Skills
Training, Recruiting, College Recruiting, Financial Recruiting, Hands-on Leadership, Motivational..., Communication, Multi-tasking Skills, Time Management, Thought Leadership
Education
Colby College 1974 — 1978
BA, Government
Salisbury School 1970 — 1974
H.S. diploma
New York Life October 2013 - Present
Waddell & Reed December 2011 - October 2013
Adviser Investments December 2007 - September 2011
Bank of America Investments August 2002 - November 2007
First Union Securities 1998 - 2002
Prudential Investments 1996 - 1998
Prudential Financial 1994 - 1998
Rauscher Pierce Refsnes August 1988 - June 1994
Skills
Training, Recruiting, College Recruiting, Financial Recruiting, Hands-on Leadership, Motivational..., Communication, Multi-tasking Skills, Time Management, Thought Leadership
Education
Colby College 1974 — 1978
BA, Government
Salisbury School 1970 — 1974
H.S. diploma
David Fike's Waddell & Reed Experience February 2006 - March 2013
Job Systems Engineer at The University of Kansas Hospital
Industry Hospital & Health Care
Experience
The University of Kansas Hospital April 2013 - Present
Waddell & Reed February 2006 - March 2013
CIO Inc July 2004 - November 2005
ADCS Inc. August 2002 - July 2004
United States Marine Corps December 1998 - December 2002
Skills
Active Directory, Disaster Recovery, Microsoft Exchange, VMware, Network Administration, SharePoint, DHCP, Cisco Technologies, vSphere, System Administration, Lync Server 2010, Watchguard, MobileIron, MCSE 2003, MCSA + Messaging, CCNA, SCCM, SCOM, Troubleshooting, Databases, Security, Servers
Education
Coleman College 2002 — 2006
Bachelor's degree, Computer Applications and Networks
The University of Kansas Hospital April 2013 - Present
Waddell & Reed February 2006 - March 2013
CIO Inc July 2004 - November 2005
ADCS Inc. August 2002 - July 2004
United States Marine Corps December 1998 - December 2002
Skills
Active Directory, Disaster Recovery, Microsoft Exchange, VMware, Network Administration, SharePoint, DHCP, Cisco Technologies, vSphere, System Administration, Lync Server 2010, Watchguard, MobileIron, MCSE 2003, MCSA + Messaging, CCNA, SCCM, SCOM, Troubleshooting, Databases, Security, Servers
Education
Coleman College 2002 — 2006
Bachelor's degree, Computer Applications and Networks
James O. Herlocker, CFP's Waddell & Reed Experience July 1978 - February 1987
Job Certified Financial Planner
Industry Investment Management
Experience
The Center For Financial Planning February 1987 - Present
Cetera Advisor Networks February 1987 - Present
Waddell & Reed July 1978 - February 1987
Skills
Investments, Strategic Financial..., Securities, Certified Financial..., Retirement Planning, Retirement, Wealth Management, Asset Allocation, Investment Advisory..., Estate Planning, IRAs, 401k, Investment Strategies, Asset Management, Mutual Funds, Series 7, Finance, Fixed Annuities, Series 65
Education
College for Financial Planning 1985 — 1986
CFP Certification Professional Education Program
Purdue University 1971 — 1975
BS
New Trier East
The Center For Financial Planning February 1987 - Present
Cetera Advisor Networks February 1987 - Present
Waddell & Reed July 1978 - February 1987
Skills
Investments, Strategic Financial..., Securities, Certified Financial..., Retirement Planning, Retirement, Wealth Management, Asset Allocation, Investment Advisory..., Estate Planning, IRAs, 401k, Investment Strategies, Asset Management, Mutual Funds, Series 7, Finance, Fixed Annuities, Series 65
Education
College for Financial Planning 1985 — 1986
CFP Certification Professional Education Program
Purdue University 1971 — 1975
BS
New Trier East
Heather O'Connor's Waddell & Reed Experience September 2002 - March 2004
Job Salesforce.com Administrator at Freedom Financial
Industry Financial Services
Experience
Freedom Financial March 2013 - Present
Freedom Financial March 2010 - March 2013
Dish Network April 2008 - August 2009
Dish Network October 2006 - April 2008
Account Brokers February 2006 - July 2006
Stanley Steemer April 2004 - December 2005
Waddell & Reed September 2002 - March 2004
B Dalton Bookseller November 1997 - December 2000
Skills
Financial Analysis, Management, Forecasting, Inventory Management, Finance, Salesforce.com..., System Administration, Microsoft Excel, Business Analysis, Process Improvement, CRM, Operations Management, Workforce Management, Team Leadership, Customer Service, Customer Retention, Vendor Management, Leadership, Team Building, Data Analysis
Education
Colorado State University 2000 — 2002
B.A., Economics
Colorado Mesa University 1995 — 1998
Business Management
Grand Junction Central High School 1991 — 1995
Diploma
Freedom Financial March 2013 - Present
Freedom Financial March 2010 - March 2013
Dish Network April 2008 - August 2009
Dish Network October 2006 - April 2008
Account Brokers February 2006 - July 2006
Stanley Steemer April 2004 - December 2005
Waddell & Reed September 2002 - March 2004
B Dalton Bookseller November 1997 - December 2000
Skills
Financial Analysis, Management, Forecasting, Inventory Management, Finance, Salesforce.com..., System Administration, Microsoft Excel, Business Analysis, Process Improvement, CRM, Operations Management, Workforce Management, Team Leadership, Customer Service, Customer Retention, Vendor Management, Leadership, Team Building, Data Analysis
Education
Colorado State University 2000 — 2002
B.A., Economics
Colorado Mesa University 1995 — 1998
Business Management
Grand Junction Central High School 1991 — 1995
Diploma
Catherine Zhong, MBA, CFA's Waddell & Reed Experience March 2009 - October 2010
Job Senior Quantitative Financial Analyst at MUFG Americas
Industry Financial Services
Experience
MUFG Americas June 2014 - Present
Bank of America November 2010 - June 2014
Waddell & Reed March 2009 - October 2010
MassMutual Financial Group February 2003 - December 2008
Alfa Laval January 2000 - December 2000
Hyundai Heavy Industries Co., Ltd September 1997 - December 1999
Skills
Valuation, Portfolio Management, Forecasting, Investments, Finance, Corporate Finance, Equities, Alternative Investments, Financial Analysis, Capital Markets, Asset Allocation, Asset Management, Financial Modeling, VBA, Bloomberg
Education
Clarion University of Pennsylvania 2001 — 2002
Master's, Business Administration; Finance
MUFG Americas June 2014 - Present
Bank of America November 2010 - June 2014
Waddell & Reed March 2009 - October 2010
MassMutual Financial Group February 2003 - December 2008
Alfa Laval January 2000 - December 2000
Hyundai Heavy Industries Co., Ltd September 1997 - December 1999
Skills
Valuation, Portfolio Management, Forecasting, Investments, Finance, Corporate Finance, Equities, Alternative Investments, Financial Analysis, Capital Markets, Asset Allocation, Asset Management, Financial Modeling, VBA, Bloomberg
Education
Clarion University of Pennsylvania 2001 — 2002
Master's, Business Administration; Finance
Jamison Walton's Waddell & Reed Experience August 2004 - September 2006
Job Networking Enterprise Technical Support Sr. Analyst at Dell
Industry Information Technology and Services
Experience
Dell April 2014 - Present
J2 Success Consulting October 2013 - December 2014
Century College January 2010 - December 2011
Target August 2006 - April 2008
Waddell & Reed August 2004 - September 2006
Quicksilver Express Courier July 2003 - August 2004
xpedx July 1999 - June 2003
xpedx May 1996 - June 1999
Skills
Cross-functional Team..., Program Management, Change Management, Leadership, Management, Team Management, Training, Operations Management, Troubleshooting, Coaching, Inventory Management, Cisco Technologies, Sales, Marketing, Business Process, Time Management, Networking, Project Management
Education
Century College 2010 — 2011
Associate of Arts and Sciences (AAS), Information Technology and Information Security / Assurance, 3.86
Century College 2010 — 2011
Certificate, Security/Information Assurance, 3.86
University of Minnesota
BA, Psychology; Industrial/Organizational Focus
Dell April 2014 - Present
J2 Success Consulting October 2013 - December 2014
Century College January 2010 - December 2011
Target August 2006 - April 2008
Waddell & Reed August 2004 - September 2006
Quicksilver Express Courier July 2003 - August 2004
xpedx July 1999 - June 2003
xpedx May 1996 - June 1999
Skills
Cross-functional Team..., Program Management, Change Management, Leadership, Management, Team Management, Training, Operations Management, Troubleshooting, Coaching, Inventory Management, Cisco Technologies, Sales, Marketing, Business Process, Time Management, Networking, Project Management
Education
Century College 2010 — 2011
Associate of Arts and Sciences (AAS), Information Technology and Information Security / Assurance, 3.86
Century College 2010 — 2011
Certificate, Security/Information Assurance, 3.86
University of Minnesota
BA, Psychology; Industrial/Organizational Focus
Terence Robinson, CPA, CVA, MBA's Waddell & Reed Experience October 2004 - December 2006
Job Telecommunications and Electric Distribution Financial Executive
Industry Utilities
Experience
Kootenai Electric Cooperative August 2010 - Present
Robinson Financial Services, LLC April 2004 - December 2011
TCA 2005 - 2010
Waddell & Reed October 2004 - December 2006
GVNW Consulting March 1999 - March 2004
GTE February 1989 - December 1998
Skills
Business valuation, Personal financial..., Regulatory Planning, Financial Planning, RUS Loan Programs, Investment Evaluation...
Education
Butler university 1987 — 1989
MBA
Central Washington University 1987 — 1989
BA Accounting &Economics, Accounting
The University of Dallas 1987 — 1989
MM, Financial Plannning Services
Kootenai Electric Cooperative August 2010 - Present
Robinson Financial Services, LLC April 2004 - December 2011
TCA 2005 - 2010
Waddell & Reed October 2004 - December 2006
GVNW Consulting March 1999 - March 2004
GTE February 1989 - December 1998
Skills
Business valuation, Personal financial..., Regulatory Planning, Financial Planning, RUS Loan Programs, Investment Evaluation...
Education
Butler university 1987 — 1989
MBA
Central Washington University 1987 — 1989
BA Accounting &Economics, Accounting
The University of Dallas 1987 — 1989
MM, Financial Plannning Services
Joanie Caspersen's Waddell & Reed Experience 2012 - October 2013
Job Financial Analyst
Industry Oil & Energy
Experience
QEP Resources, Inc. via Accounting Principals April 2014 - October 2014
Waddell & Reed 2012 - October 2013
DCP Midstream August 2001 - August 2011
Lombardi Accounting Services July 1999 - August 2001
Skills
Financial Modeling, Valuation, Financial Analysis, Cash Flow, Derivatives, Investments, Due Diligence, Forecasting, Microsoft Excel, Microsoft Office, Firm Valuation, Equity Valuation, Derivative Valuation, Equity Research, Industry Analysis, Financial Projections, Competitive Analysis, Financial Statement..., MS Office Suite, Analytical Writing, Business Planning, Business Management, Business Strategy, Industry Research, Listening Skills, Teamwork, Problem Solving, Accounting, Natural Gas, Risk Management
Education
Keller Graduate School of Management of DeVry University
Masters Business Administration, Finance
Colorado State University-Pueblo
B.S. in Business Management, Finance
Florence High School
QEP Resources, Inc. via Accounting Principals April 2014 - October 2014
Waddell & Reed 2012 - October 2013
DCP Midstream August 2001 - August 2011
Lombardi Accounting Services July 1999 - August 2001
Skills
Financial Modeling, Valuation, Financial Analysis, Cash Flow, Derivatives, Investments, Due Diligence, Forecasting, Microsoft Excel, Microsoft Office, Firm Valuation, Equity Valuation, Derivative Valuation, Equity Research, Industry Analysis, Financial Projections, Competitive Analysis, Financial Statement..., MS Office Suite, Analytical Writing, Business Planning, Business Management, Business Strategy, Industry Research, Listening Skills, Teamwork, Problem Solving, Accounting, Natural Gas, Risk Management
Education
Keller Graduate School of Management of DeVry University
Masters Business Administration, Finance
Colorado State University-Pueblo
B.S. in Business Management, Finance
Florence High School
Monecia Smalley's Waddell & Reed Experience January 1990 - May 1991
Job Retired
Industry Financial Services
Experience
Central Virginia Eye January 2013 - March 2013
Kelly Services March 2012 - January 2013
WellPoint October 2006 - October 2011
Sedona Staffing and Kelly Services February 2006 - September 2006
Main Street United Methodist Church August 2004 - December 2005
Loretta D. Williams & Co., Inc November 1999 - December 2000
Welsh & Welsh, Inc February 1992 - August 1999
Waddell & Reed January 1990 - May 1991
Skills
Outlook, Word, Excel, Administrative Support, Spreadsheets, Microsoft Word, Microsoft Office, Customer Service
Education
Chipola College 1967 — 1969
AA
Central Virginia Eye January 2013 - March 2013
Kelly Services March 2012 - January 2013
WellPoint October 2006 - October 2011
Sedona Staffing and Kelly Services February 2006 - September 2006
Main Street United Methodist Church August 2004 - December 2005
Loretta D. Williams & Co., Inc November 1999 - December 2000
Welsh & Welsh, Inc February 1992 - August 1999
Waddell & Reed January 1990 - May 1991
Skills
Outlook, Word, Excel, Administrative Support, Spreadsheets, Microsoft Word, Microsoft Office, Customer Service
Education
Chipola College 1967 — 1969
AA
Kathryn Van Mercetta's Waddell & Reed Experience September 2000 - February 2002
Job Paralegal
Industry Legal Services
Experience
Graceland Chiropractic July 2010 - February 2011
Pamer Family Chiropractic July 2007 - July 2010
Student Safety Services October 2005 - August 2006
Applebees August 2002 - October 2003
Waddell & Reed September 2000 - February 2002
Education
Capital University Law School
ABA Approved Paralegal Certificate
The Ohio State University
Bachelor of Arts Degree, International Relations and Diplomacy
Graceland Chiropractic July 2010 - February 2011
Pamer Family Chiropractic July 2007 - July 2010
Student Safety Services October 2005 - August 2006
Applebees August 2002 - October 2003
Waddell & Reed September 2000 - February 2002
Education
Capital University Law School
ABA Approved Paralegal Certificate
The Ohio State University
Bachelor of Arts Degree, International Relations and Diplomacy
Alexia Veatch's Waddell & Reed Experience December 1998 - July 2004
Job
Industry Real Estate
Experience
Essential Properties, Inc April 2011 - Present
Re/Max Achievers, Inc. August 2004 - June 2010
Waddell & Reed December 1998 - July 2004
Skills
MS Office Suite, 10 Key, Investment Properties, Sellers
Education
Mesa State College 1991 — 1995
BS, Business Management
Mesa State College 1991 — 1993
AS, Travel, Recreation & Hospitality Management
Essential Properties, Inc April 2011 - Present
Re/Max Achievers, Inc. August 2004 - June 2010
Waddell & Reed December 1998 - July 2004
Skills
MS Office Suite, 10 Key, Investment Properties, Sellers
Education
Mesa State College 1991 — 1995
BS, Business Management
Mesa State College 1991 — 1993
AS, Travel, Recreation & Hospitality Management
Bryan Reel's Waddell & Reed Experience October 2006 - August 2010
Job Laboratory Technician at Superior Optical
Industry Hospital & Health Care
Experience
Superior Optical February 2013 - Present
Eye Care Centers of America April 2007 - February 2013
Waddell & Reed October 2006 - August 2010
Skills
Customer Service, Production Efficiency, Production Budgeting, Opticianry, Data Entry, Hiring, Time Management, Inventory Management, Interviews, Supervisory Skills, Customer Satisfaction, Employee Training, Inventory Control, Training, Administration, Leadership
Education
Capital University 1997 — 2001
B.Mus., Music Theory and Composition
Superior Optical February 2013 - Present
Eye Care Centers of America April 2007 - February 2013
Waddell & Reed October 2006 - August 2010
Skills
Customer Service, Production Efficiency, Production Budgeting, Opticianry, Data Entry, Hiring, Time Management, Inventory Management, Interviews, Supervisory Skills, Customer Satisfaction, Employee Training, Inventory Control, Training, Administration, Leadership
Education
Capital University 1997 — 2001
B.Mus., Music Theory and Composition
Sheryl Sherry West's Waddell & Reed Experience April 2000 - April 2009
Job SARC American Fidelity Assurance Company
Industry Insurance
Experience
American Fidelity January 2015 - Present
American Fidelity Assurance Company April 2009 - December 2014
Waddell & Reed April 2000 - April 2009
Godlove,Mayhall, Dzialo, Dutcher & Erwin January 1991 - April 2000
Skills
Outlook, Employee Benefits, Insurance, Benefits Administration, Invoicing, Data Entry, Access, Time Management, Administration, Customer Service, Life Insurance, Administrative..., Microsoft Word, Microsoft Office, Microsoft Excel, PowerPoint
Education
Cameron University 1982 — 1982
Killeen High School 1979 — 1981
American Fidelity January 2015 - Present
American Fidelity Assurance Company April 2009 - December 2014
Waddell & Reed April 2000 - April 2009
Godlove,Mayhall, Dzialo, Dutcher & Erwin January 1991 - April 2000
Skills
Outlook, Employee Benefits, Insurance, Benefits Administration, Invoicing, Data Entry, Access, Time Management, Administration, Customer Service, Life Insurance, Administrative..., Microsoft Word, Microsoft Office, Microsoft Excel, PowerPoint
Education
Cameron University 1982 — 1982
Killeen High School 1979 — 1981
Seth Dallob's Waddell & Reed Experience 2002 - 2004
Job Operations, Strategy and Product Leader with Startup and Corporate Experience looking for new opportunities
Industry Consumer Services
Experience
HONK Technologies January 2015 - September 2015
AAA (Auto Club Enterprises) 2006 - 2015
Safari Athletic Club 2004 - 2006
Waddell & Reed 2002 - 2004
American Express 2000 - 2002
Skills
Customer Relationship..., Program Development, Program Management, Customer Retention, Service Delivery..., Metrics, Key Performance..., Strategic Planning, Strategic Data Analysis, Training, Management, Operations Management, Cross-functional Team..., CRM, Customer Satisfaction, Team Building, Customer Service, Process Improvement, Recruiting, Marketing, Business Development, Leadership
Education
Claremont Graduate University - Peter F. Drucker and Masatoshi Ito Graduate School of Management 2002 — 2003
Master of Business Administration (MBA), Business Administration and Management, General
California State University-Northridge 1996 — 1999
Bachelor of Arts (BA), Radio and Television
HONK Technologies January 2015 - September 2015
AAA (Auto Club Enterprises) 2006 - 2015
Safari Athletic Club 2004 - 2006
Waddell & Reed 2002 - 2004
American Express 2000 - 2002
Skills
Customer Relationship..., Program Development, Program Management, Customer Retention, Service Delivery..., Metrics, Key Performance..., Strategic Planning, Strategic Data Analysis, Training, Management, Operations Management, Cross-functional Team..., CRM, Customer Satisfaction, Team Building, Customer Service, Process Improvement, Recruiting, Marketing, Business Development, Leadership
Education
Claremont Graduate University - Peter F. Drucker and Masatoshi Ito Graduate School of Management 2002 — 2003
Master of Business Administration (MBA), Business Administration and Management, General
California State University-Northridge 1996 — 1999
Bachelor of Arts (BA), Radio and Television
Emily Gurnard's Waddell & Reed Experience June 2002 - September 2003
Job Assistant Branch Manager at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase January 2007 - Present
Columbia Basin Pizza Hut, Inc. September 2000 - January 2007
Waddell & Reed June 2002 - September 2003
Education
Central Washington University 2000 — 2002
BS, Business Admin. and Mgmt., Specialization in Finance
Wenatchee Valley College 1998 — 2000
Associate of Arts and Sciences (AAS), Business Administration and Management, General
JPMorgan Chase January 2007 - Present
Columbia Basin Pizza Hut, Inc. September 2000 - January 2007
Waddell & Reed June 2002 - September 2003
Education
Central Washington University 2000 — 2002
BS, Business Admin. and Mgmt., Specialization in Finance
Wenatchee Valley College 1998 — 2000
Associate of Arts and Sciences (AAS), Business Administration and Management, General
Catherine Wilkins's Waddell & Reed Experience November 2011 - Present
Job Financial Advisor at Waddell & Reed
Industry Financial Services
Experience
Waddell & Reed November 2011 - Present
Waddell & Reed 2011 - 2011
Skills
Integrity Management, Project Management, Efficent, Collaborative Problem...
Education
Clark Atlanta University
Bachelor of Science (BS), Criminal Justice/Law Enforcement Administration
Spelman College
Bachelor of Arts (B.A.), African-American/Black Studies
Waddell & Reed November 2011 - Present
Waddell & Reed 2011 - 2011
Skills
Integrity Management, Project Management, Efficent, Collaborative Problem...
Education
Clark Atlanta University
Bachelor of Science (BS), Criminal Justice/Law Enforcement Administration
Spelman College
Bachelor of Arts (B.A.), African-American/Black Studies
Virginia Enslow's Waddell & Reed Experience May 1972 - December 1992
Job owner
Industry Health, Wellness and Fitness
Experience
Enslow Financial Strategies, Inc August 1982 - December 2003
Waddell & Reed May 1972 - December 1992
Education
College for Financial Planning 1981 — 1982
Garden Ciy, KS 1940 — 1952
High School
Enslow Financial Strategies, Inc August 1982 - December 2003
Waddell & Reed May 1972 - December 1992
Education
College for Financial Planning 1981 — 1982
Garden Ciy, KS 1940 — 1952
High School
Suzanne Gonzalez's Waddell & Reed Experience March 2003 - October 2009
Job Operations Manager at First American Mortgage Services
Industry Real Estate
Experience
First American Title December 2014 - Present
Waddell & Reed March 2003 - October 2009
Fidelity National Title March 1996 - March 2003
Skills
Process Improvement, Customer Service, Outlook, Team Building, Operations Management, Management, Microsoft Excel, Leadership, Microsoft Office, Training, Customer Satisfaction, Vendor Management, Microsoft Word, Strategic Planning, Team Leadership, Inventory Management, Loss Mitigation, REO, Title Insurance
Education
California State University-San Bernardino 1991 — 1993
Bachelor of Arts (B.A.), Business Administration and Management, General
California State University-San Bernardino
Bachelor of Arts (B.A.), Business Administration and Management, General
First American Title December 2014 - Present
Waddell & Reed March 2003 - October 2009
Fidelity National Title March 1996 - March 2003
Skills
Process Improvement, Customer Service, Outlook, Team Building, Operations Management, Management, Microsoft Excel, Leadership, Microsoft Office, Training, Customer Satisfaction, Vendor Management, Microsoft Word, Strategic Planning, Team Leadership, Inventory Management, Loss Mitigation, REO, Title Insurance
Education
California State University-San Bernardino 1991 — 1993
Bachelor of Arts (B.A.), Business Administration and Management, General
California State University-San Bernardino
Bachelor of Arts (B.A.), Business Administration and Management, General
Josh Chaffin's Waddell & Reed Experience June 2010 - September 2010
Job Marketing Specialist at Myself!
Industry Public Relations and Communications
Experience
Myself! March 2012 - Present
Enterprise Rent-A-Car 2011 - 2012
Central Washington University August 2008 - March 2011
Waddell & Reed June 2010 - September 2010
Skills
Public Relations, Marketing Communications, Sales, Social Media Marketing, Management, Finance, Customer Service, HTML, XHTML, CSS, Adobe Creative Suite, Crisis Communications
Education
Central Washington University 2007 — 2011
Bachelor of Arts (B.A.), Public Relations, Advertising, and Applied Communication
Myself! March 2012 - Present
Enterprise Rent-A-Car 2011 - 2012
Central Washington University August 2008 - March 2011
Waddell & Reed June 2010 - September 2010
Skills
Public Relations, Marketing Communications, Sales, Social Media Marketing, Management, Finance, Customer Service, HTML, XHTML, CSS, Adobe Creative Suite, Crisis Communications
Education
Central Washington University 2007 — 2011
Bachelor of Arts (B.A.), Public Relations, Advertising, and Applied Communication
Linda Harbaugh's Waddell & Reed Experience November 1999 - June 2011
Job Certified Residential Real Estate Appraiser at Premier Appraisal
Industry Real Estate
Experience
Premier Appraisal July 2002 - Present
Waddell & Reed November 1999 - June 2011
The Acro-Dance Club June 1989 - May 1999
Education
Clinton High School
Coffeyville Community College
Associate of Arts (A.A.), Music/Mathematics
Ozarks Technical Community College
Real Estate Appraisals
Premier Appraisal July 2002 - Present
Waddell & Reed November 1999 - June 2011
The Acro-Dance Club June 1989 - May 1999
Education
Clinton High School
Coffeyville Community College
Associate of Arts (A.A.), Music/Mathematics
Ozarks Technical Community College
Real Estate Appraisals
TENILLE STANFORD's Waddell & Reed Experience March 2005 - December 2007
Job Health Care Consultant at Connextions
Industry Individual & Family Services
Experience
Connextions 2014 - Present
Waddell & Reed March 2005 - December 2007
Americredit 2004 - 2005
Skills
Management, Sales, Coaching, Team Building, Employee Benefits, Time Management, Outlook, Human Resources, Customer Experience, Customer Service
Education
City Colleges of Chicago-Harold Washington College 1999 — 2001
Connextions 2014 - Present
Waddell & Reed March 2005 - December 2007
Americredit 2004 - 2005
Skills
Management, Sales, Coaching, Team Building, Employee Benefits, Time Management, Outlook, Human Resources, Customer Experience, Customer Service
Education
City Colleges of Chicago-Harold Washington College 1999 — 2001
Jordan Lewin's Waddell & Reed Experience August 2006 - July 2008
Job at
Industry Financial Services
Experience
Citi March 2014 - Present
Citi February 2010 - March 2014
Citi July 2008 - February 2010
Waddell & Reed August 2006 - July 2008
Skills
Fixed Income, Middle Office, Finance, Mutual Funds
Education
Canisius College 2010 — 2013
Master of Business Administration (MBA), Business/Commerce, General
Canisius College 2003 — 2006
Bachelor of Science (BS), Finance, General
Citi March 2014 - Present
Citi February 2010 - March 2014
Citi July 2008 - February 2010
Waddell & Reed August 2006 - July 2008
Skills
Fixed Income, Middle Office, Finance, Mutual Funds
Education
Canisius College 2010 — 2013
Master of Business Administration (MBA), Business/Commerce, General
Canisius College 2003 — 2006
Bachelor of Science (BS), Finance, General
Jamie Re-Watson's Waddell & Reed Experience April 2014 - Present
Job Division Administrative Assistant at Waddell & Reed
Industry Financial Services
Experience
Waddell & Reed April 2014 - Present
Ethan Allen Global, Inc. October 2004 - November 2012
Bath & Body Works 2002 - 2004
Bath & Body Works 2000 - 2002
Skills
Administrative..., Office Management, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Microsoft Office, Office Administration, Time Management, Event Planning, Travel Arrangements, Lotus Notes
Education
College of the Desert 1992 — 1995
Waddell & Reed April 2014 - Present
Ethan Allen Global, Inc. October 2004 - November 2012
Bath & Body Works 2002 - 2004
Bath & Body Works 2000 - 2002
Skills
Administrative..., Office Management, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Microsoft Office, Office Administration, Time Management, Event Planning, Travel Arrangements, Lotus Notes
Education
College of the Desert 1992 — 1995
T Rowe Price
The Blackstone Group
Pioneer Investments
Lazard
ING Investment Management
Deutsche Asset Management
Lazard Asset Management
Natixis Global Asset Management