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
Jack Vitale Jack Vitale's Waddell & Reed Experience April 2014 - October 2014
Job Chief Financial Officer at Clean Energy Advisors, LLC
Industry Investment Banking
Experience
Clean Energy Advisors, LLC October 2014 - Present
Waddell & Reed April 2014 - October 2014
Ameriprise Financial 2008 - April 2014
H & R Block Financial Advisors 2000 - 2008
OLDE Stockbrokers 1992 - 2000
Skills
Series 7, Retirement Planning, Series 63, Retirement, Strategic Financial..., Wealth Management, Asset Allocation, Equities, Investment Advisory, Series 6, Life Insurance, Financial Modeling, Mutual Funds, Finance, Financial Services, Financial Advisory, Investments, Securities, FINRA, Uniform Combined State..., Series 65, Investment Strategies, IRAs, Fixed Annuities, Estate Planning, 401k, 401k Rollovers, Bonds, Asset Management, Alternative Investments, Leadership, Fixed Income, Municipal Bonds, Financial Planning
Education
East Carolina University 1986 — 1991
Bachelor of Science (BS), Business Administration and Management, General
Mansquan High School
Mansquan High School
Clean Energy Advisors, LLC October 2014 - Present
Waddell & Reed April 2014 - October 2014
Ameriprise Financial 2008 - April 2014
H & R Block Financial Advisors 2000 - 2008
OLDE Stockbrokers 1992 - 2000
Skills
Series 7, Retirement Planning, Series 63, Retirement, Strategic Financial..., Wealth Management, Asset Allocation, Equities, Investment Advisory, Series 6, Life Insurance, Financial Modeling, Mutual Funds, Finance, Financial Services, Financial Advisory, Investments, Securities, FINRA, Uniform Combined State..., Series 65, Investment Strategies, IRAs, Fixed Annuities, Estate Planning, 401k, 401k Rollovers, Bonds, Asset Management, Alternative Investments, Leadership, Fixed Income, Municipal Bonds, Financial Planning
Education
East Carolina University 1986 — 1991
Bachelor of Science (BS), Business Administration and Management, General
Mansquan High School
Mansquan High School
Ozell Pouncil Ozell Pouncil's Waddell & Reed Experience March 2014 - May 2015
Job NOC Analyst at Landis+Gyr
Industry Information Technology and Services
Experience
Landis+Gyr May 2015 - Present
Waddell & Reed March 2014 - May 2015
CheckInLogicPlus August 2013 - December 2013
Paradigm Digital Systems 2006 - 2008
Skills
Microsoft SQL Server, C++, Visual Basic, COBOL, Microsoft Basic, Python, Microsoft Network, A+ Certified IT..., Network+, Windows
Education
DeVry University-Colorado 2011 — 2012
Bachelor's degree, Computer Information Systems
Landis+Gyr May 2015 - Present
Waddell & Reed March 2014 - May 2015
CheckInLogicPlus August 2013 - December 2013
Paradigm Digital Systems 2006 - 2008
Skills
Microsoft SQL Server, C++, Visual Basic, COBOL, Microsoft Basic, Python, Microsoft Network, A+ Certified IT..., Network+, Windows
Education
DeVry University-Colorado 2011 — 2012
Bachelor's degree, Computer Information Systems
Cody Garcia Cody Garcia's Waddell & Reed Experience July 2007 - August 2008
Job Internal Sales Consultant at Advisors Asset Management
Industry Financial Services
Experience
Advisors Asset Management, Inc. September 2008 - Present
Waddell & Reed July 2007 - August 2008
HEB April 1999 - June 2007
Skills
Series 7, Investments, Mutual Funds, Series 63, CRM, Alternative Investments, Portfolio Management, Sales, Securities, Bonds
Education
Texas A&M University-Corpus Christi 2000 — 2002
Bachelor of Science (BSc), Business Administration and Management, General
Del Mar College 1998 — 1999
Associate's degree, Business Administration and Management, General
Advisors Asset Management, Inc. September 2008 - Present
Waddell & Reed July 2007 - August 2008
HEB April 1999 - June 2007
Skills
Series 7, Investments, Mutual Funds, Series 63, CRM, Alternative Investments, Portfolio Management, Sales, Securities, Bonds
Education
Texas A&M University-Corpus Christi 2000 — 2002
Bachelor of Science (BSc), Business Administration and Management, General
Del Mar College 1998 — 1999
Associate's degree, Business Administration and Management, General
Christee Highbarger, CIA, CRMA Christee Highbarger, CIA, CRMA's Waddell & Reed Experience 2000 - 2002
Job Director of Risk at NPC International
Industry Accounting
Experience
NPC International July 2013 - Present
The Kansas City Southern Railway Company March 2011 - July 2013
YRC October 2007 - December 2009
Aquila 2005 - 2007
Waddell & Reed 2000 - 2002
DST Systems 1996 - 2000
Skills
Enterprise Risk..., Internal Audit, Sarbanes-Oxley, Business Continuity..., Internal Controls, Sarbanes-Oxley Act, Accounting, Auditing, Business Continuity, Disaster Recovery, Financial Risk, Risk Management, Process Improvement
Education
University of Missouri-Kansas City 2004 — 2008
Master of Accounting
Columbia College 1989 — 1990
Bachelor of Science
Texas A&M University 1986 — 1989
NPC International July 2013 - Present
The Kansas City Southern Railway Company March 2011 - July 2013
YRC October 2007 - December 2009
Aquila 2005 - 2007
Waddell & Reed 2000 - 2002
DST Systems 1996 - 2000
Skills
Enterprise Risk..., Internal Audit, Sarbanes-Oxley, Business Continuity..., Internal Controls, Sarbanes-Oxley Act, Accounting, Auditing, Business Continuity, Disaster Recovery, Financial Risk, Risk Management, Process Improvement
Education
University of Missouri-Kansas City 2004 — 2008
Master of Accounting
Columbia College 1989 — 1990
Bachelor of Science
Texas A&M University 1986 — 1989
Edward Koranteng, RPA, AIF®, CRPS® Edward Koranteng, RPA, AIF®, CRPS®'s Waddell & Reed Experience March 2005 - December 2005
Job Regional Sales Representative Securian Retirement Distributors
Industry Financial Services
Experience
Securian Retirement Distributors December 2005 - Present
Waddell & Reed March 2005 - December 2005
Morgan Stanley Smith Barney November 2004 - March 2005
Skills
Investments, Series 6, Fixed Annuities, Investment Strategies, Financial Advisory, Series 7, Mutual Funds, Strategic Financial..., Pensions, Qualified Retirement..., Insurance, Life Insurance, Asset Allocation, Investment Advisory, ERISA, Retirement Plan..., Defined Benefit, Series 63, 401k, Retirement, Retirement Planning
Education
Concordia College 2001 — 2005
BA, Economics & Finance
Concordia College
Securian Retirement Distributors December 2005 - Present
Waddell & Reed March 2005 - December 2005
Morgan Stanley Smith Barney November 2004 - March 2005
Skills
Investments, Series 6, Fixed Annuities, Investment Strategies, Financial Advisory, Series 7, Mutual Funds, Strategic Financial..., Pensions, Qualified Retirement..., Insurance, Life Insurance, Asset Allocation, Investment Advisory, ERISA, Retirement Plan..., Defined Benefit, Series 63, 401k, Retirement, Retirement Planning
Education
Concordia College 2001 — 2005
BA, Economics & Finance
Concordia College
Richard Pallat, MBA Richard Pallat, MBA's Waddell & Reed Experience July 2014 - January 2015
Job Operations Manager at Standard Iron Works
Industry Construction
Experience
Standard Iron Works January 2015 - Present
Waddell & Reed July 2014 - January 2015
Otis Elevator Company March 2008 - July 2014
W.W. Grainger, Inc August 2004 - March 2008
US Army December 1995 - September 2004
Skills
Operations Management, Team Building, Management, Process Improvement, Leadership, Military, Program Management, Cross-functional Team..., Strategic Planning, Team Leadership, Security Clearance, Project Management, Contract Management, Customer Service, Training, Contract Negotiation, Maintenance Management, Financial Planning, Financial Services, Investments, Portfolio Management, Life Insurance, Workplace Safety, steel fabrication, DOT Compliance
Education
Rockhurst University 2005 — 2008
MBA, Management
University of Nebraska at Omaha 1992 — 1995
BS, Biology
Creighton University 1990 — 1993
none, Biology
Omaha Central High School 1987 — 1990
Standard Iron Works January 2015 - Present
Waddell & Reed July 2014 - January 2015
Otis Elevator Company March 2008 - July 2014
W.W. Grainger, Inc August 2004 - March 2008
US Army December 1995 - September 2004
Skills
Operations Management, Team Building, Management, Process Improvement, Leadership, Military, Program Management, Cross-functional Team..., Strategic Planning, Team Leadership, Security Clearance, Project Management, Contract Management, Customer Service, Training, Contract Negotiation, Maintenance Management, Financial Planning, Financial Services, Investments, Portfolio Management, Life Insurance, Workplace Safety, steel fabrication, DOT Compliance
Education
Rockhurst University 2005 — 2008
MBA, Management
University of Nebraska at Omaha 1992 — 1995
BS, Biology
Creighton University 1990 — 1993
none, Biology
Omaha Central High School 1987 — 1990
Chad Tanioka's Waddell & Reed Experience October 2014 - December 2014
Job StudentAthlete, FX Trader
Industry Investment Management
Experience
TW Properties August 2012 - Present
Fullbridge January 2015 - January 2015
Northwestern Mutual October 2014 - January 2015
Waddell & Reed October 2014 - December 2014
Active Kidz Shanghai June 2014 - August 2014
Bazar Clothing Company May 2014 - June 2014
Occidental College July 2012 - January 2014
Triple S Sports September 2010 - June 2013
Los Angeles Parks and Recreation June 2010 - June 2013
Skills
Teamwork, Sports, Microsoft Office, Sports Coaching, Teaching, Fitness Training, Microsoft Excel, Basketball, Public Speaking, PowerPoint, Mathematics, Mac OS, Entrepreneurship, Quantitative Investing, FX Trading, Investment Management
Education
Occidental College 2012 — 2016
Bachelor of Arts (B.A.), Mathematics, Economics (Minor), Computer Science (Minor); Expected
University of Melbourne 2015 — 2015
Mathematics and Statistics, Economics
East China Normal University 2014 — 2014
Business Chinese
World Languages and Global Studies Magnet-Venice High School 2009 — 2012
TW Properties August 2012 - Present
Fullbridge January 2015 - January 2015
Northwestern Mutual October 2014 - January 2015
Waddell & Reed October 2014 - December 2014
Active Kidz Shanghai June 2014 - August 2014
Bazar Clothing Company May 2014 - June 2014
Occidental College July 2012 - January 2014
Triple S Sports September 2010 - June 2013
Los Angeles Parks and Recreation June 2010 - June 2013
Skills
Teamwork, Sports, Microsoft Office, Sports Coaching, Teaching, Fitness Training, Microsoft Excel, Basketball, Public Speaking, PowerPoint, Mathematics, Mac OS, Entrepreneurship, Quantitative Investing, FX Trading, Investment Management
Education
Occidental College 2012 — 2016
Bachelor of Arts (B.A.), Mathematics, Economics (Minor), Computer Science (Minor); Expected
University of Melbourne 2015 — 2015
Mathematics and Statistics, Economics
East China Normal University 2014 — 2014
Business Chinese
World Languages and Global Studies Magnet-Venice High School 2009 — 2012
Zachary Bouck's Waddell & Reed Experience April 2008 - May 2012
Job CoFounder Denver Wealth Management
Industry Financial Services
Experience
Denver Wealth Management June 2012 - Present
Wish For Wheels 2008 - 2013
Waddell & Reed April 2008 - May 2012
CFA Candidate / Financial Advisor March 2008 - May 2012
Skills
Asset Allocation, Investment Strategies, Wealth Management, Alternative Investments, Mutual Funds, Portfolio Management, Investments, Series 7, Equities, Equity Research, Asset Managment, Securities, Investment Management, Fixed Income, Retirement Planning, Financial Advisory, Strategic Financial..., Equity Valuation, Hedge Funds, Financial Modeling, Asset Management, Financial Planning, Finance, Retirement
Education
University of Colorado at Denver 2003 — 2007
Bachelor's degree, History
Dickinson State University 2002 — 2003
Denver Wealth Management June 2012 - Present
Wish For Wheels 2008 - 2013
Waddell & Reed April 2008 - May 2012
CFA Candidate / Financial Advisor March 2008 - May 2012
Skills
Asset Allocation, Investment Strategies, Wealth Management, Alternative Investments, Mutual Funds, Portfolio Management, Investments, Series 7, Equities, Equity Research, Asset Managment, Securities, Investment Management, Fixed Income, Retirement Planning, Financial Advisory, Strategic Financial..., Equity Valuation, Hedge Funds, Financial Modeling, Asset Management, Financial Planning, Finance, Retirement
Education
University of Colorado at Denver 2003 — 2007
Bachelor's degree, History
Dickinson State University 2002 — 2003
Janet Backman Janet Backman's Waddell & Reed Experience July 2011 - August 2012
Job Business Operations & Project Specialist
Industry Government Administration
Experience
Currently Seeking New Challenges and Opportunities July 2015 - Present
ResCare Workforce Services July 2014 - June 2015
ResCare Workforce Services July 2013 - June 2014
ResCare Workforce Services August 2012 - June 2013
Waddell & Reed July 2011 - August 2012
Washington Mutual Bank April 1990 - December 1997
University Savings Bank November 1985 - April 1990
University Savings Bank October 1984 - November 1985
University Savings Bank August 1983 - October 1984
Education
University of Notre Dame 1979 — 1983
Bachelor of Science, Biology, General
Edmonds Community College
Currently Working Toward: Project Management Certificate
Currently Seeking New Challenges and Opportunities July 2015 - Present
ResCare Workforce Services July 2014 - June 2015
ResCare Workforce Services July 2013 - June 2014
ResCare Workforce Services August 2012 - June 2013
Waddell & Reed July 2011 - August 2012
Washington Mutual Bank April 1990 - December 1997
University Savings Bank November 1985 - April 1990
University Savings Bank October 1984 - November 1985
University Savings Bank August 1983 - October 1984
Education
University of Notre Dame 1979 — 1983
Bachelor of Science, Biology, General
Edmonds Community College
Currently Working Toward: Project Management Certificate
Lanie Driskell Wright, MBA's Waddell & Reed Experience May 1997 - June 2006
Job Assistant Dean of Students
Industry E-Learning
Experience
Kaplan University April 2012 - Present
Kaplan University March 2007 - Present
Kaplan University February 2011 - April 2012
Kaplan University September 2010 - February 2011
Farmland Foods September 2008 - September 2009
DLT Transportation Services, Inc May 2008 - August 2008
JPMorgan Chase June 2006 - January 2008
Waddell & Reed May 1997 - June 2006
Skills
Management, Online Education, Finance, Mentoring, Online Training, Coaching, Team Building, Customer Service, E-Learning, Volunteering, Adult Education, Research, Project Management, Accounting, Leadership, Strategic Planning, Conflict Resolution, Higher Education, Staff Development, Payroll, Mutual Funds, Social Media, System Administration, Analysis, Resume Writing, Recruiting, Human Resources, Training, Leadership Development, Curriculum Design, Higher Education..., Higher Education..., Student Outreach, Academic Support..., Non-traditional Students, Educational Management, Student Affairs, Academic Advising, Enrollment Management, Retaining Customers, Career Counseling, Policy, Academic Administration, Student Recruiting, Interviews, Student Financial Aid, Distance Learning, Faculty Development, Career Development, Student Engagement
Education
Concord Law School - Kaplan University 2011 — 2015
EJD, Law
Park University 1999 — 2001
MBA, Business Administration
William Jewell College 1993 — 1997
Bachelor of Science, Accounting
Oak Park High School 1983 — 1986
Kaplan University April 2012 - Present
Kaplan University March 2007 - Present
Kaplan University February 2011 - April 2012
Kaplan University September 2010 - February 2011
Farmland Foods September 2008 - September 2009
DLT Transportation Services, Inc May 2008 - August 2008
JPMorgan Chase June 2006 - January 2008
Waddell & Reed May 1997 - June 2006
Skills
Management, Online Education, Finance, Mentoring, Online Training, Coaching, Team Building, Customer Service, E-Learning, Volunteering, Adult Education, Research, Project Management, Accounting, Leadership, Strategic Planning, Conflict Resolution, Higher Education, Staff Development, Payroll, Mutual Funds, Social Media, System Administration, Analysis, Resume Writing, Recruiting, Human Resources, Training, Leadership Development, Curriculum Design, Higher Education..., Higher Education..., Student Outreach, Academic Support..., Non-traditional Students, Educational Management, Student Affairs, Academic Advising, Enrollment Management, Retaining Customers, Career Counseling, Policy, Academic Administration, Student Recruiting, Interviews, Student Financial Aid, Distance Learning, Faculty Development, Career Development, Student Engagement
Education
Concord Law School - Kaplan University 2011 — 2015
EJD, Law
Park University 1999 — 2001
MBA, Business Administration
William Jewell College 1993 — 1997
Bachelor of Science, Accounting
Oak Park High School 1983 — 1986
Jessica Golson Jessica Golson's Waddell & Reed Experience June 2007 - September 2009
Job Trading Manager at CLS Investments, LLC
Industry Financial Services
Experience
CLS Investments, LLC September 2011 - Present
Emmanuel Evangelical Lutheran Church January 2010 - December 2010
JR Montgomery Bancorporation September 2009 - December 2010
Waddell & Reed June 2007 - September 2009
Pentagon Federal Credit Union June 2004 - January 2006
Skills
Investments, Risk Management, Securities, Insurance, Mutual Funds, Finance, Banking, Portfolio Management
Education
Creighton University 2010 — 2012
MSAPM, Security Analysis and Portfolio Managment
University of Nebraska at Omaha 2002 — 2006
BSBA, Finance, Banking, Investment Science and Portfolio Management, and Management
CLS Investments, LLC September 2011 - Present
Emmanuel Evangelical Lutheran Church January 2010 - December 2010
JR Montgomery Bancorporation September 2009 - December 2010
Waddell & Reed June 2007 - September 2009
Pentagon Federal Credit Union June 2004 - January 2006
Skills
Investments, Risk Management, Securities, Insurance, Mutual Funds, Finance, Banking, Portfolio Management
Education
Creighton University 2010 — 2012
MSAPM, Security Analysis and Portfolio Managment
University of Nebraska at Omaha 2002 — 2006
BSBA, Finance, Banking, Investment Science and Portfolio Management, and Management
Brett Tuggle Brett Tuggle's Waddell & Reed Experience 2006 - 2007
Job Financial Analyst Derivatives at Regions Financial Corporation
Industry Insurance
Experience
Regions Financial Corporation April 2013 - Present
Allstate Insurance June 2010 - April 2013
Trillium Trading, LLC October 2007 - February 2009
Waddell & Reed 2006 - 2007
Skills
Equities, Derivatives, Options, Trading, Investments, Securities, Bonds, Commodity Markets, Financial Modeling, Microsoft Excel
Education
Emory University 2003 — 2007
B.A., Economics
Regions Financial Corporation April 2013 - Present
Allstate Insurance June 2010 - April 2013
Trillium Trading, LLC October 2007 - February 2009
Waddell & Reed 2006 - 2007
Skills
Equities, Derivatives, Options, Trading, Investments, Securities, Bonds, Commodity Markets, Financial Modeling, Microsoft Excel
Education
Emory University 2003 — 2007
B.A., Economics
Wendy Peng Wendy Peng's Waddell & Reed Experience May 2013 - January 2014
Job Unitization Specialist at Reliance Trust
Industry Financial Services
Experience
Reliance Trust Company January 2014 - Present
Waddell & Reed May 2013 - January 2014
MA Labs April 2012 - May 2013
Skills
Competitive Analysis, Financial Analysis, Financial Modeling, Forecasting, Series 7, Investments, Strategic Financial..., Leadership, CRM, Portfolio Management
Education
Emory University 2008 — 2013
Bachelor of Arts (BA), Economics
Reliance Trust Company January 2014 - Present
Waddell & Reed May 2013 - January 2014
MA Labs April 2012 - May 2013
Skills
Competitive Analysis, Financial Analysis, Financial Modeling, Forecasting, Series 7, Investments, Strategic Financial..., Leadership, CRM, Portfolio Management
Education
Emory University 2008 — 2013
Bachelor of Arts (BA), Economics
Dawn Hammitt's Waddell & Reed Experience October 1997 - May 2006
Job Business Analyst at NextGen
Industry Information Technology and Services
Experience
NextGen May 2013 - Present
'Self-Employed' September 2007 - March 2013
Bethel Presbyterian Church October 2006 - October 2007
Waddell & Reed October 1997 - May 2006
Skills
COBOL programming, Systems Analysis, Liaison, SQL, Database Administration, Project Management, COBOL, Software Documentation, SharePoint
Education
Friends University 2001 — 2002
Masters, Management Information Systems, General
Des Moines Area Community College 1996 — 1997
Associates of Applied Science in Programming, Computer Programming, Specific Applications, 3.92 GPA out of 4.0
Iowa State University 1989 — 1993
Bachelor of Science (B.S.), Elementary Education and Teaching
NextGen May 2013 - Present
'Self-Employed' September 2007 - March 2013
Bethel Presbyterian Church October 2006 - October 2007
Waddell & Reed October 1997 - May 2006
Skills
COBOL programming, Systems Analysis, Liaison, SQL, Database Administration, Project Management, COBOL, Software Documentation, SharePoint
Education
Friends University 2001 — 2002
Masters, Management Information Systems, General
Des Moines Area Community College 1996 — 1997
Associates of Applied Science in Programming, Computer Programming, Specific Applications, 3.92 GPA out of 4.0
Iowa State University 1989 — 1993
Bachelor of Science (B.S.), Elementary Education and Teaching
Gino Nicastro Gino Nicastro's Waddell & Reed Experience September 2004 - January 2006
Job Agency Owner at Nicastro Insurance Agency
Industry Insurance
Experience
Nicastro Insurance Agency September 2006 - Present
Allstate January 2006 - September 2006
Waddell & Reed September 2004 - January 2006
Skills
Life Insurance, Insurance, Property & Casualty..., Customer Service, Strategic Planning, Financial Analysis, Leadership, Microsoft Excel, Marketing Strategy, Account Management, Cold Calling, Recruiting, Microsoft Office, Analysis, Risk Management, Accounting, Fixed Annuities, Finance
Education
Duquesne University 2000 — 2004
Bachelors, Finance
fhs
fhs
Nicastro Insurance Agency September 2006 - Present
Allstate January 2006 - September 2006
Waddell & Reed September 2004 - January 2006
Skills
Life Insurance, Insurance, Property & Casualty..., Customer Service, Strategic Planning, Financial Analysis, Leadership, Microsoft Excel, Marketing Strategy, Account Management, Cold Calling, Recruiting, Microsoft Office, Analysis, Risk Management, Accounting, Fixed Annuities, Finance
Education
Duquesne University 2000 — 2004
Bachelors, Finance
fhs
fhs
Marcel Pfister Marcel Pfister's Waddell & Reed Experience October 2011 - January 2012
Job Financial Analyst at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs July 2014 - Present
BlackRock April 2013 - April 2014
Synops Consulting November 2012 - January 2014
Drexel Dragon Fund September 2012 - March 2013
CFA Investment Research Challenge September 2012 - February 2013
Goldman Sachs April 2012 - October 2012
Waddell & Reed October 2011 - January 2012
J.P. Morgan March 2011 - September 2011
Skills
Asset Managment, Capital Markets, Fixed Income, Risk Management, Bloomberg Terminal, Capital IQ, Microsoft Office, Alternative Investments, Options Strategies, Business Analysis, Financial Analysis, Business Valuation, DCF Valuation, Equity Research, Asset Management, Investments
Education
Drexel University - College of Business and Administration 2008 — 2012
Business Admin, Finance, International business, 3.82
Martin-Polich Gymnasium 2000 — 2007
Highschool
Goldman Sachs July 2014 - Present
BlackRock April 2013 - April 2014
Synops Consulting November 2012 - January 2014
Drexel Dragon Fund September 2012 - March 2013
CFA Investment Research Challenge September 2012 - February 2013
Goldman Sachs April 2012 - October 2012
Waddell & Reed October 2011 - January 2012
J.P. Morgan March 2011 - September 2011
Skills
Asset Managment, Capital Markets, Fixed Income, Risk Management, Bloomberg Terminal, Capital IQ, Microsoft Office, Alternative Investments, Options Strategies, Business Analysis, Financial Analysis, Business Valuation, DCF Valuation, Equity Research, Asset Management, Investments
Education
Drexel University - College of Business and Administration 2008 — 2012
Business Admin, Finance, International business, 3.82
Martin-Polich Gymnasium 2000 — 2007
Highschool
Charles Pointer Charles Pointer's Waddell & Reed Experience March 2014 - Present
Job Brokerage Call Center Manager at Waddell & Reed
Industry Financial Services
Experience
Waddell & Reed March 2014 - Present
Boston Financial Data Services April 1997 - February 2014
Skills
Transfer Agency, Mutual Funds, Financial Services, Relationship Management, Fund Accounting, Fund Administration, Back Office, Global Custody, Process Improvement, Securities, Series 7, Call Centers, Client Services, Leadership, Forecasting, Quality Assurance, Series 63, Asset Management, Investments
Education
DeVry University-Missouri 1994 — 1997
Bachelor of Science (BS), Operations Management
Waddell & Reed March 2014 - Present
Boston Financial Data Services April 1997 - February 2014
Skills
Transfer Agency, Mutual Funds, Financial Services, Relationship Management, Fund Accounting, Fund Administration, Back Office, Global Custody, Process Improvement, Securities, Series 7, Call Centers, Client Services, Leadership, Forecasting, Quality Assurance, Series 63, Asset Management, Investments
Education
DeVry University-Missouri 1994 — 1997
Bachelor of Science (BS), Operations Management
Ellie Crump's Waddell & Reed Experience April 2013 - August 2013
Job Infrastructure Project Manager at SAIC
Industry Information Technology and Services
Experience
SAIC January 2015 - Present
Sedgwick LLP June 2014 - January 2015
HNTB August 2013 - June 2014
Waddell & Reed April 2013 - August 2013
ISG Technology, Inc July 2012 - April 2013
HRB August 2006 - May 2012
H&R Block 2006 - November 2011
Shook Hardy & Bacon 2001 - 2005
SHB 2001 - 2005
Skills
Disaster Recovery, VMware, Life Cycle Management, ITIL Methodology, CMDB Management, ITIL, Integration, Management, Security, Business Continuity, Microsoft SQL Server, Hardware, Vendor Management, IT Management, SQL, Servers, Infrastructure, Information Technology, Active Directory, Storage, Requirements Analysis, Product Lifecycle..., Enterprise Software, Data Center, Troubleshooting, Information Security, SDLC, Solution Architecture, Enterprise Architecture, Process Improvement, SharePoint, Visio, System Administration, Virtualization, IT Strategy, Windows Server, System Deployment, IT Service Management, Microsoft Exchange, IT Operations, Citrix, Software Documentation
Education
Colorado Technical University 2006 — 2009
BA, Information Technology Management
William Jewell College 1994 — 1995
SAIC January 2015 - Present
Sedgwick LLP June 2014 - January 2015
HNTB August 2013 - June 2014
Waddell & Reed April 2013 - August 2013
ISG Technology, Inc July 2012 - April 2013
HRB August 2006 - May 2012
H&R Block 2006 - November 2011
Shook Hardy & Bacon 2001 - 2005
SHB 2001 - 2005
Skills
Disaster Recovery, VMware, Life Cycle Management, ITIL Methodology, CMDB Management, ITIL, Integration, Management, Security, Business Continuity, Microsoft SQL Server, Hardware, Vendor Management, IT Management, SQL, Servers, Infrastructure, Information Technology, Active Directory, Storage, Requirements Analysis, Product Lifecycle..., Enterprise Software, Data Center, Troubleshooting, Information Security, SDLC, Solution Architecture, Enterprise Architecture, Process Improvement, SharePoint, Visio, System Administration, Virtualization, IT Strategy, Windows Server, System Deployment, IT Service Management, Microsoft Exchange, IT Operations, Citrix, Software Documentation
Education
Colorado Technical University 2006 — 2009
BA, Information Technology Management
William Jewell College 1994 — 1995
Oliver Thompson's Waddell & Reed Experience March 2013 - December 2013
Job Master's Degree in Financial Economics expected Dec 2016 | CFA Level I Candidate | Bachelors in Economics
Industry Financial Services
Experience
Citi September 2014 - Present
United States Air Force June 2006 - November 2014
Citi February 2014 - September 2014
Waddell & Reed March 2013 - December 2013
JPMorgan Chase October 2012 - March 2013
Meeder Financial October 2011 - December 2011
US Navy February 2001 - April 2006
US Navy March 1997 - February 2001
US Navy April 1993 - March 1997
Education
Ohio University
Master's degree, Financial Economics
CFA Institute 2014 — 2016
Chartered Financial Analyst (CFA) - Level 1 Candidate
The Ohio State University 2007 — 2011
Bachelor of Arts, Economics
Community College of the Air Force 2006 — 2009
Associate of Applied Science, Electronics Systems Technology
Advanced Training 1993 — 2014
Certificates for Military Training
Citi September 2014 - Present
United States Air Force June 2006 - November 2014
Citi February 2014 - September 2014
Waddell & Reed March 2013 - December 2013
JPMorgan Chase October 2012 - March 2013
Meeder Financial October 2011 - December 2011
US Navy February 2001 - April 2006
US Navy March 1997 - February 2001
US Navy April 1993 - March 1997
Education
Ohio University
Master's degree, Financial Economics
CFA Institute 2014 — 2016
Chartered Financial Analyst (CFA) - Level 1 Candidate
The Ohio State University 2007 — 2011
Bachelor of Arts, Economics
Community College of the Air Force 2006 — 2009
Associate of Applied Science, Electronics Systems Technology
Advanced Training 1993 — 2014
Certificates for Military Training
Matt Goldsmith, CPA Matt Goldsmith, CPA's Waddell & Reed Experience September 2009 - December 2009
Job Accounting Manager at ACI Worldwide
Industry Accounting
Experience
ACI Worldwide August 2015 - Present
West Corporation March 2014 - August 2015
West Corporation May 2013 - March 2014
KPMG July 2012 - May 2013
KPMG November 2010 - July 2012
Physicians Mutual August 2010 - October 2010
Waddell & Reed September 2009 - December 2009
Pinnacle Bank February 2008 - December 2009
Skills
Accounting, Financial Analysis, Investments, SEC filings, Internal Controls, Portfolio Management, Tax, Auditing, Financial Accounting, Financial Reporting, US GAAP, Sarbanes-Oxley Act, Internal Audit, Finance, CPA, External Audit, GAAP
Education
Creighton University 2010 — 2013
MBA, Masters in Business Administration
University of Nebraska-Lincoln 2006 — 2010
BSBA, Accounting and Finance
Mount Michael Benedictine High School 2002 — 2006
ACI Worldwide August 2015 - Present
West Corporation March 2014 - August 2015
West Corporation May 2013 - March 2014
KPMG July 2012 - May 2013
KPMG November 2010 - July 2012
Physicians Mutual August 2010 - October 2010
Waddell & Reed September 2009 - December 2009
Pinnacle Bank February 2008 - December 2009
Skills
Accounting, Financial Analysis, Investments, SEC filings, Internal Controls, Portfolio Management, Tax, Auditing, Financial Accounting, Financial Reporting, US GAAP, Sarbanes-Oxley Act, Internal Audit, Finance, CPA, External Audit, GAAP
Education
Creighton University 2010 — 2013
MBA, Masters in Business Administration
University of Nebraska-Lincoln 2006 — 2010
BSBA, Accounting and Finance
Mount Michael Benedictine High School 2002 — 2006
Andrew O'Neill's Waddell & Reed Experience March 2006 - January 2007
Job Financial Advisor at O'Neill Asset Management LLC
Industry Financial Services
Experience
O'Neill Asset Management LLC November 2008 - Present
GLP and Associates January 2007 - November 2008
Waddell & Reed March 2006 - January 2007
Skills
Banking, Retirement Planning
Education
Cornerstone University 2002 — 2005
O'Neill Asset Management LLC November 2008 - Present
GLP and Associates January 2007 - November 2008
Waddell & Reed March 2006 - January 2007
Skills
Banking, Retirement Planning
Education
Cornerstone University 2002 — 2005
Logan Gongaware Logan Gongaware's Waddell & Reed Experience June 2010 - May 2011
Job Financial Analyst at Bimbo Bakeries USA
Industry Consumer Goods
Experience
Bimbo Bakeries USA December 2014 - Present
Bimbo Bakeries USA January 2014 - December 2014
Bimbo Bakeries USA June 2013 - March 2014
Bimbo Bakeries USA June 2011 - July 2013
Waddell & Reed June 2010 - May 2011
Idlewild Park May 2006 - August 2009
Skills
Operations Management, Data Analysis, Financial Modeling, Financial Analysis, Data Mining, Standardization, Slide Decks, Financial Reporting, File Archiving, Margin Minder, Inventory Management, Data Entry, Supervisory Experience, Data Management, Quality Control, Distribution Systems, Logistics Management, Production Managment, Microsoft Office 2007, Database Design, IPM, Strategic Financial..., Oracle Applications, Morningstar, Reuters, Data Warehousing, Expense Reports, MicroStrategy Reporting, Production Planning, Productivity, Lean Manufacturing, Divestitures, Brand Finance, Corporate FP&A, Smartview, Feasibility Studies, Cost Accounting, Event Management, Leadership, Microsoft Excel, Sales, Finance, Microsoft Office
Education
DeSales University 2014 — 2017
Master of Business Administration (MBA)
Susquehanna University 2007 — 2011
Bachelor of Science, Business Administration emphasis in Finance
Bimbo Bakeries USA December 2014 - Present
Bimbo Bakeries USA January 2014 - December 2014
Bimbo Bakeries USA June 2013 - March 2014
Bimbo Bakeries USA June 2011 - July 2013
Waddell & Reed June 2010 - May 2011
Idlewild Park May 2006 - August 2009
Skills
Operations Management, Data Analysis, Financial Modeling, Financial Analysis, Data Mining, Standardization, Slide Decks, Financial Reporting, File Archiving, Margin Minder, Inventory Management, Data Entry, Supervisory Experience, Data Management, Quality Control, Distribution Systems, Logistics Management, Production Managment, Microsoft Office 2007, Database Design, IPM, Strategic Financial..., Oracle Applications, Morningstar, Reuters, Data Warehousing, Expense Reports, MicroStrategy Reporting, Production Planning, Productivity, Lean Manufacturing, Divestitures, Brand Finance, Corporate FP&A, Smartview, Feasibility Studies, Cost Accounting, Event Management, Leadership, Microsoft Excel, Sales, Finance, Microsoft Office
Education
DeSales University 2014 — 2017
Master of Business Administration (MBA)
Susquehanna University 2007 — 2011
Bachelor of Science, Business Administration emphasis in Finance
LuAnn Wolfe-Hargis's Waddell & Reed Experience November 2006 - Present
Job Team Manager at Waddell & Reed
Industry Financial Services
Experience
Waddell & Reed November 2006 - Present
Waddell & Reed 2005 - Present
Sprint 1997 - 2004
Skills
Visio, Vendor Management, SDLC, Process Improvement, Business Analysis, Team Management, Requirements Analysis, PMO, Software Development, Software Project..., Project Portfolio..., PMP, Requirements Gathering, SharePoint, Integration
Education
DeVry 1996 — 2003
Bachelor of Applied Science (B.A.Sc.), Computer Science
DeVry University
Bachelor's degree, Information Technology
Waddell & Reed November 2006 - Present
Waddell & Reed 2005 - Present
Sprint 1997 - 2004
Skills
Visio, Vendor Management, SDLC, Process Improvement, Business Analysis, Team Management, Requirements Analysis, PMO, Software Development, Software Project..., Project Portfolio..., PMP, Requirements Gathering, SharePoint, Integration
Education
DeVry 1996 — 2003
Bachelor of Applied Science (B.A.Sc.), Computer Science
DeVry University
Bachelor's degree, Information Technology
Nicholas Hopper's Waddell & Reed Experience June 2009 - June 2012
Job Operations Analyst
Industry Financial Services
Experience
USAA April 2015 - Present
USAA December 2014 - April 2015
USAA June 2012 - December 2014
Waddell & Reed June 2009 - June 2012
Provident Funding Associates L.P. November 2002 - May 2009
Skills
Mortgage Lending, Finance, Investments, Strategic Financial..., Loans, Credit, Mutual Funds, Portfolio Management, Banking, Financial Analysis, Credit Analysis, Insurance, Risk Management, Mortgage Banking, Retirement Planning, Underwriting, Financial Services, Wealth Management, Residential Mortgages, Series 7, Financial Advisory
Education
Keller Graduate School of Management of DeVry University 2013 — 2015
Master of Business Administration (M.B.A.), Project Management
DeVry University Phoenix 1999 — 2002
Bachelor of Science (BS), Business Administration and Management, General
USAA April 2015 - Present
USAA December 2014 - April 2015
USAA June 2012 - December 2014
Waddell & Reed June 2009 - June 2012
Provident Funding Associates L.P. November 2002 - May 2009
Skills
Mortgage Lending, Finance, Investments, Strategic Financial..., Loans, Credit, Mutual Funds, Portfolio Management, Banking, Financial Analysis, Credit Analysis, Insurance, Risk Management, Mortgage Banking, Retirement Planning, Underwriting, Financial Services, Wealth Management, Residential Mortgages, Series 7, Financial Advisory
Education
Keller Graduate School of Management of DeVry University 2013 — 2015
Master of Business Administration (M.B.A.), Project Management
DeVry University Phoenix 1999 — 2002
Bachelor of Science (BS), Business Administration and Management, General
Arturo Lopez-Casanova Arturo Lopez-Casanova's Waddell & Reed Experience April 2013 - May 2013
Job
Industry Hospital & Health Care
Experience
Waddell & Reed April 2013 - May 2013
Trinity College Chemistry and Neuroscience Department February 2010 - December 2011
Research Assistant at Harvard University May 2011 - August 2011
Harvard University Police Department December 2010 - January 2011
Office of the General Counsel, Harvard University September 2007 - July 2009
Skills
Final Cut Pro X, Motion Graphics, Photoshop Elements, Matlab (basic), Microsoft Office, Microsoft Word, Microsoft Excel, Customer Service, PowerPoint, English, Windows, Research, Teaching, Molecular & Cellular..., Cell Culture, Aseptic Technique, Chemistry, Statistics, Animal Models, Film Editing, Film Production, Neuroscience, Wordpress
Education
Trinity College-Hartford 2009 — 2013
Bachelor of Applied Science (BASc), Neuroscience, Cum Laude
Curtin University of Technology 2012 — 2012
Studied Abroad, Biomedical Sciences, General
Belmont High School
Waddell & Reed April 2013 - May 2013
Trinity College Chemistry and Neuroscience Department February 2010 - December 2011
Research Assistant at Harvard University May 2011 - August 2011
Harvard University Police Department December 2010 - January 2011
Office of the General Counsel, Harvard University September 2007 - July 2009
Skills
Final Cut Pro X, Motion Graphics, Photoshop Elements, Matlab (basic), Microsoft Office, Microsoft Word, Microsoft Excel, Customer Service, PowerPoint, English, Windows, Research, Teaching, Molecular & Cellular..., Cell Culture, Aseptic Technique, Chemistry, Statistics, Animal Models, Film Editing, Film Production, Neuroscience, Wordpress
Education
Trinity College-Hartford 2009 — 2013
Bachelor of Applied Science (BASc), Neuroscience, Cum Laude
Curtin University of Technology 2012 — 2012
Studied Abroad, Biomedical Sciences, General
Belmont High School
Kenneth Hopkins Kenneth Hopkins's Waddell & Reed Experience September 2005 - May 2013
Job 360 Wealth Management LPL Branch Manager
Industry Investment Management
Experience
360 Wealth Management- Securities offered through LPL Financial March 2015 - Present
S.G. Long & Company May 2013 - March 2015
Waddell & Reed September 2005 - May 2013
The Householder Group July 2003 - September 2005
Fleet Boston Financial/Quick & Reilly December 2001 - July 2003
Skills
Retirement Planning, Financial Advisory, Investments, Management, Mutual Funds, Series 7, Portfolio Management, Wealth Management, Leadership, Finance, Retirement, Series 63, Financial Planners, Asset Allocation, Insurance, Financial Services, Bonds, Investment Advisory, Strategic Financial..., Investment Strategies, Securities, Uniform Combined State..., Series 65, Equities, Risk Management, Financial Planning,..., Estate Planning, Fixed Annuities, Asset Management, IRAs, Alternative Investments, FINRA, Wealth Management..., Series 24, 401k, Investment Management, Life Insurance, Wealth, Long-term Care, Pensions, High Net Worth..., Fixed Income, Disability Insurance, Term Life Insurance, Relationship Management, Recruiting, ETFs, Wealth Accumulation, 401k Rollovers, Financial Planning
Education
Donald T. Regan School of Advanced Financial Management 1984 — 1986
Certified Financial Manager, Financial Management
Dallas Baptist University
Business Administration and Management, General
360 Wealth Management- Securities offered through LPL Financial March 2015 - Present
S.G. Long & Company May 2013 - March 2015
Waddell & Reed September 2005 - May 2013
The Householder Group July 2003 - September 2005
Fleet Boston Financial/Quick & Reilly December 2001 - July 2003
Skills
Retirement Planning, Financial Advisory, Investments, Management, Mutual Funds, Series 7, Portfolio Management, Wealth Management, Leadership, Finance, Retirement, Series 63, Financial Planners, Asset Allocation, Insurance, Financial Services, Bonds, Investment Advisory, Strategic Financial..., Investment Strategies, Securities, Uniform Combined State..., Series 65, Equities, Risk Management, Financial Planning,..., Estate Planning, Fixed Annuities, Asset Management, IRAs, Alternative Investments, FINRA, Wealth Management..., Series 24, 401k, Investment Management, Life Insurance, Wealth, Long-term Care, Pensions, High Net Worth..., Fixed Income, Disability Insurance, Term Life Insurance, Relationship Management, Recruiting, ETFs, Wealth Accumulation, 401k Rollovers, Financial Planning
Education
Donald T. Regan School of Advanced Financial Management 1984 — 1986
Certified Financial Manager, Financial Management
Dallas Baptist University
Business Administration and Management, General
Jill Dudley Jill Dudley's Waddell & Reed Experience 2009 - 2012
Job Senior Executive Recruiter Northeast Region
Industry Insurance
Experience
The Rogan Group 2015 - Present
Rodan+Fields Dermatologists February 2015 - Present
Jill Dudley Weddings and Events 2010 - Present
Waddell & Reed 2009 - 2012
Merrill Lynch 2006 - 2009
North American Insurance Services, Inc. (now owned by CBIZ, Inc.) 2004 - 2006
Skills
Wedding Planning, Financial Analysis, Microsoft Office, Coaching, Event Planning, Microsoft Word, Stress, Weddings, Fashion, Nutrition, Microsoft Excel, Personal Training, Endurance Training, Diet Coach/Planning, Endurance, Wellness, Consulting, Leadership, Fitness, Small Business, Marketing, Management Consulting, Team Building, Marketing Strategy, Social Media, Customer Service, Wellness Coaching, Lifestyle, Public Speaking, Management, Training
Education
Dartmouth College 1999 — 2003
Bachelor of Arts (BA), Geography and English
Parsons School of Design 2003 — 2004
Architecture and Interior Design
The Rogan Group 2015 - Present
Rodan+Fields Dermatologists February 2015 - Present
Jill Dudley Weddings and Events 2010 - Present
Waddell & Reed 2009 - 2012
Merrill Lynch 2006 - 2009
North American Insurance Services, Inc. (now owned by CBIZ, Inc.) 2004 - 2006
Skills
Wedding Planning, Financial Analysis, Microsoft Office, Coaching, Event Planning, Microsoft Word, Stress, Weddings, Fashion, Nutrition, Microsoft Excel, Personal Training, Endurance Training, Diet Coach/Planning, Endurance, Wellness, Consulting, Leadership, Fitness, Small Business, Marketing, Management Consulting, Team Building, Marketing Strategy, Social Media, Customer Service, Wellness Coaching, Lifestyle, Public Speaking, Management, Training
Education
Dartmouth College 1999 — 2003
Bachelor of Arts (BA), Geography and English
Parsons School of Design 2003 — 2004
Architecture and Interior Design
Daniyal Inamullah's Waddell & Reed Experience August 2009 - June 2010
Job Senior Transaction Advisory Services at EY
Industry Financial Services
Experience
Houlihan Lokey August 2015 - Present
EY July 2014 - August 2015
University of Houston, Bauer College of Business June 2013 - August 2014
Johnson, Bender, and Company January 2013 - April 2014
University of Houston, Bauer College of Business June 2013 - December 2013
E*TRADE Financial Corporation March 2011 - May 2012
LCG Associates June 2010 - December 2010
Waddell & Reed August 2009 - June 2010
Kilpatrick Stockton, LLP June 2008 - August 2008
The Carter Center June 2007 - August 2007
Skills
New Business Development, Investments, Due Diligence, Series 7, Financial Modeling, Financial Analysis, Start-ups, Asset Managment, Business Development, Strategic Planning, Leadership, Portfolio Management, Risk Management, Account Management, Business Strategy, Business Analysis, Valuation, Marketing, Research, Finance, Strategy, Equities, Venture Capital, Mutual Funds, Market Research
Education
University of Houston, C.T. Bauer College of Business 2012 — 2014
Master of Business Administration (MBA)
Emory University 2007 — 2009
Bachelor of the Arts, Economics; Business Policy Focus
Oxford College of Emory University 2005 — 2007
Associate of Arts
Passed Level II of the CFA Program
Houlihan Lokey August 2015 - Present
EY July 2014 - August 2015
University of Houston, Bauer College of Business June 2013 - August 2014
Johnson, Bender, and Company January 2013 - April 2014
University of Houston, Bauer College of Business June 2013 - December 2013
E*TRADE Financial Corporation March 2011 - May 2012
LCG Associates June 2010 - December 2010
Waddell & Reed August 2009 - June 2010
Kilpatrick Stockton, LLP June 2008 - August 2008
The Carter Center June 2007 - August 2007
Skills
New Business Development, Investments, Due Diligence, Series 7, Financial Modeling, Financial Analysis, Start-ups, Asset Managment, Business Development, Strategic Planning, Leadership, Portfolio Management, Risk Management, Account Management, Business Strategy, Business Analysis, Valuation, Marketing, Research, Finance, Strategy, Equities, Venture Capital, Mutual Funds, Market Research
Education
University of Houston, C.T. Bauer College of Business 2012 — 2014
Master of Business Administration (MBA)
Emory University 2007 — 2009
Bachelor of the Arts, Economics; Business Policy Focus
Oxford College of Emory University 2005 — 2007
Associate of Arts
Passed Level II of the CFA Program
Hong Yuen (Honoria) Cheng's Waddell & Reed Experience November 2012 - June 2013
Job Financial Analyst at United Online, Inc.
Industry Banking
Experience
United Online, Inc. August 2014 - Present
Marshall & Stevens 2013 - 2014
Waddell & Reed November 2012 - June 2013
TaskUs.com May 2011 - July 2011
Bank of China July 2010 - August 2010
De Anza College December 2009 - June 2010
Skills
Corporate Finance, Economics, Analysis, Finance, Valuation, Statistics, Financial Accounting, Derivatives, Investments, Due Diligence, Macroeconomics, Financial Services, C++, Asset Management, Strategic Financial..., Entrepreneurship, Microsoft Office, PowerPoint, Financial Analysis, Microsoft Excel, Microsoft Word, Financial Modeling
Education
University of Southern California - Marshall School of Business 2010 — 2012
B.S., Business Administration
De Anza College 2008 — 2010
A.A., Business Administration
SMCC 2002 — 2008
SMCC
United Online, Inc. August 2014 - Present
Marshall & Stevens 2013 - 2014
Waddell & Reed November 2012 - June 2013
TaskUs.com May 2011 - July 2011
Bank of China July 2010 - August 2010
De Anza College December 2009 - June 2010
Skills
Corporate Finance, Economics, Analysis, Finance, Valuation, Statistics, Financial Accounting, Derivatives, Investments, Due Diligence, Macroeconomics, Financial Services, C++, Asset Management, Strategic Financial..., Entrepreneurship, Microsoft Office, PowerPoint, Financial Analysis, Microsoft Excel, Microsoft Word, Financial Modeling
Education
University of Southern California - Marshall School of Business 2010 — 2012
B.S., Business Administration
De Anza College 2008 — 2010
A.A., Business Administration
SMCC 2002 — 2008
SMCC
JaDon Bridges JaDon Bridges's Waddell & Reed Experience February 2003 - August 2004
Job Vice President, Operations at Raymond James & Associates, Inc
Industry Financial Services
Experience
Raymond James Financial, Inc. March 2015 - Present
Raymond James & Associates, Inc July 2013 - Present
Raymond James & Associates, Inc October 2012 - July 2013
Raymond James & Associates, Inc September 2010 - October 2012
JPMorgan Chase August 2004 - August 2010
Waddell & Reed February 2003 - August 2004
Skills
Corporate Actions, Customer Service, Financial Services, Sales Management, DTC, Dividends, Proxy Voting, Euroclear, Series 6, Series 63, Back Office, Bonds, Equities, FINRA, Middle Office, Settlement, Investments, Change Management, Global Custody, Operations Management, Prime Brokerage, Foreign Currency..., Project Management, Human Resources, Financial Markets, Securities, Bloomberg, Fixed Income, Operational Risk, Stocks, Securities Lending, SWIFT payments, Foreign Exchange, Operational Risk..., Banking, Credit, Mutual Funds, SWIFT messaging, Bloomberg Terminal, Alternative Investments, Uniform Combined State..., Finance, Equity Trading, ETFs, Equity Derivatives, Business Requirements, Financial Risk, Electronic Trading, Trading, Trading Systems
Education
Eastern Michigan University
Bachelor of Business Administration (BBA), Finance
Raymond James Financial, Inc. March 2015 - Present
Raymond James & Associates, Inc July 2013 - Present
Raymond James & Associates, Inc October 2012 - July 2013
Raymond James & Associates, Inc September 2010 - October 2012
JPMorgan Chase August 2004 - August 2010
Waddell & Reed February 2003 - August 2004
Skills
Corporate Actions, Customer Service, Financial Services, Sales Management, DTC, Dividends, Proxy Voting, Euroclear, Series 6, Series 63, Back Office, Bonds, Equities, FINRA, Middle Office, Settlement, Investments, Change Management, Global Custody, Operations Management, Prime Brokerage, Foreign Currency..., Project Management, Human Resources, Financial Markets, Securities, Bloomberg, Fixed Income, Operational Risk, Stocks, Securities Lending, SWIFT payments, Foreign Exchange, Operational Risk..., Banking, Credit, Mutual Funds, SWIFT messaging, Bloomberg Terminal, Alternative Investments, Uniform Combined State..., Finance, Equity Trading, ETFs, Equity Derivatives, Business Requirements, Financial Risk, Electronic Trading, Trading, Trading Systems
Education
Eastern Michigan University
Bachelor of Business Administration (BBA), Finance
Jim McCroy's Waddell & Reed Experience 1994 - 1999
Job Experienced Executive with broad business skills.
Industry Real Estate
Experience
Delex Realty August 2012 - Present
JHM Investment Group 1999 - Present
Aridus Wine Company February 2015 - April 2015
Waddell & Reed 1994 - 1999
MetLife 1988 - 1995
Travelers 1985 - 1988
Skills
Investments, Mergers, Sales Management, Business Planning, Strategic Planning, New Business Development, Contract Negotiations, Sales Process, Real Estate, Investment Properties, Marketing, Contract Negotiation, Mergers & Acquisitions, Real Estate Transactions, Residential Homes, Leadership, Negotiation, Budgets, Entrepreneurship, Marketing Strategy, Retail, Single Family Homes, Customer Service, Foreclosures, Selling, Management, Sales, Short Sales, Sellers, First Time Home Buyers, e-PRO, SFR, Real Property, Vacation Homes, Condos, Investors, Property Management, REO, Relocation, Real Estate Development, Buyers, Luxury, Brokerage, ABR, Commercial Real Estate, Disposition, Listings, Buyer Representation, Move Up Buyers, Rentals
Education
Creighton University 1979 — 1983
BSBA, Finance
Delex Realty August 2012 - Present
JHM Investment Group 1999 - Present
Aridus Wine Company February 2015 - April 2015
Waddell & Reed 1994 - 1999
MetLife 1988 - 1995
Travelers 1985 - 1988
Skills
Investments, Mergers, Sales Management, Business Planning, Strategic Planning, New Business Development, Contract Negotiations, Sales Process, Real Estate, Investment Properties, Marketing, Contract Negotiation, Mergers & Acquisitions, Real Estate Transactions, Residential Homes, Leadership, Negotiation, Budgets, Entrepreneurship, Marketing Strategy, Retail, Single Family Homes, Customer Service, Foreclosures, Selling, Management, Sales, Short Sales, Sellers, First Time Home Buyers, e-PRO, SFR, Real Property, Vacation Homes, Condos, Investors, Property Management, REO, Relocation, Real Estate Development, Buyers, Luxury, Brokerage, ABR, Commercial Real Estate, Disposition, Listings, Buyer Representation, Move Up Buyers, Rentals
Education
Creighton University 1979 — 1983
BSBA, Finance
Sergey Semenyuk Sergey Semenyuk's Waddell & Reed Experience May 2012 - August 2012
Job Financial Advisor at Waddell & Reed Financial Services
Industry Financial Services
Experience
Slavic Evangelical Baptist Church October 2006 - Present
Waddell & Reed May 2012 - August 2012
Skills
Mutual Funds, Investment Strategies, Finance, Financial Advisory, IRAs, Retirement Planning, Series 65, Securities, Uniform Combined State..., Portfolio Management, Investments, Roth IRA, 401k Rollovers, Series 6, Bonds, 401k, Investment Advisory, Wealth Management, Retirement, Asset Allocation, Series 7, Estate Planning, Strategic Financial..., Fixed Annuities, Budgets, Series 63, Equities
Education
Temple University - Fox School of Business and Management 2008 — 2011
Bachelor of Business Administration (B.B.A.), Finance
Delaware County Community College 2004 — 2007
Associate of Science Degree, Business Administration
Slavic Evangelical Baptist Church October 2006 - Present
Waddell & Reed May 2012 - August 2012
Skills
Mutual Funds, Investment Strategies, Finance, Financial Advisory, IRAs, Retirement Planning, Series 65, Securities, Uniform Combined State..., Portfolio Management, Investments, Roth IRA, 401k Rollovers, Series 6, Bonds, 401k, Investment Advisory, Wealth Management, Retirement, Asset Allocation, Series 7, Estate Planning, Strategic Financial..., Fixed Annuities, Budgets, Series 63, Equities
Education
Temple University - Fox School of Business and Management 2008 — 2011
Bachelor of Business Administration (B.B.A.), Finance
Delaware County Community College 2004 — 2007
Associate of Science Degree, Business Administration
Charlene (Char) Austin's Waddell & Reed Experience October 2012 - November 2014
Job Career Change Opportunity
Industry Investment Management
Experience
The Masters Group Inc November 2014 - July 2015
Waddell & Reed October 2012 - November 2014
Take Shape for Life November 2012 - October 2014
Deere Employees Credit Union Investment and Retirement Services February 2012 - August 2012
Wells Fargo Advisors May 2006 - February 2012
Max International October 2009 - January 2012
Arbonne Independent Consultant 2006 - 2010
A.G. Edwards October 2000 - May 2006
A . G. Edwards December 1999 - October 2000
Skills
Leadership, Training, Customer Service, Public Speaking, Team Building, Social Networking, Sales, Employee Benefits, Small Business, Marketing, Coaching, Microsoft Office, Time Management, Leadership Development, Entrepreneurship, New Business Development, Customer Retention, Sales Management, Wellness, Event Planning, Negotiation, Management, Budgets, Business Development, Marketing Strategy
Education
Drake University 1991 — 1993
BSBA, Business
Drake University 1991 — 1993
Bachelor's degree, Business Administration, Management and Operations
The Masters Group Inc November 2014 - July 2015
Waddell & Reed October 2012 - November 2014
Take Shape for Life November 2012 - October 2014
Deere Employees Credit Union Investment and Retirement Services February 2012 - August 2012
Wells Fargo Advisors May 2006 - February 2012
Max International October 2009 - January 2012
Arbonne Independent Consultant 2006 - 2010
A.G. Edwards October 2000 - May 2006
A . G. Edwards December 1999 - October 2000
Skills
Leadership, Training, Customer Service, Public Speaking, Team Building, Social Networking, Sales, Employee Benefits, Small Business, Marketing, Coaching, Microsoft Office, Time Management, Leadership Development, Entrepreneurship, New Business Development, Customer Retention, Sales Management, Wellness, Event Planning, Negotiation, Management, Budgets, Business Development, Marketing Strategy
Education
Drake University 1991 — 1993
BSBA, Business
Drake University 1991 — 1993
Bachelor's degree, Business Administration, Management and Operations
Linda Wentworth's Waddell & Reed Experience September 2010 - August 2012
Job Relationship Manager at First American Insurance Underwriters
Industry Insurance
Experience
First American Insurance Underwriters May 2015 - Present
MassMutual Southern New England June 2014 - May 2015
Santander August 2012 - December 2013
Waddell & Reed September 2010 - August 2012
Sun Life Financial August 1991 - February 2009
Skills
Life Insurance, Retirement Planning, Brokers, Series 63, Investments, Financial Services, Disability Insurance, Long-term Care, Relationship Management, Risk Management, Marketing, Retirement, Management, Wealth, Employee Benefits, Insurance
Education
Boston University 2008 — 2010
Certificate, Financial Planning
Eastern Nazarene College 1993 — 1995
Bachelor of Science, Business Administration
First American Insurance Underwriters May 2015 - Present
MassMutual Southern New England June 2014 - May 2015
Santander August 2012 - December 2013
Waddell & Reed September 2010 - August 2012
Sun Life Financial August 1991 - February 2009
Skills
Life Insurance, Retirement Planning, Brokers, Series 63, Investments, Financial Services, Disability Insurance, Long-term Care, Relationship Management, Risk Management, Marketing, Retirement, Management, Wealth, Employee Benefits, Insurance
Education
Boston University 2008 — 2010
Certificate, Financial Planning
Eastern Nazarene College 1993 — 1995
Bachelor of Science, Business Administration
Ryan Whitley CFP®'s Waddell & Reed Experience November 2014 - Present
Job Comprehensive Financial Planning – Building, Preserving & Empowering Wealth
Industry Financial Services
Experience
Waddell & Reed November 2014 - Present
Ridge Rock Financial June 2012 - November 2014
Capitol Financial Solutions July 2007 - June 2012
AXA Advisors June 2005 - June 2007
Education
Elon University
Bachelor of Science (BS), Finance, General
The American College
Certified Financial Planner Program
Waddell & Reed November 2014 - Present
Ridge Rock Financial June 2012 - November 2014
Capitol Financial Solutions July 2007 - June 2012
AXA Advisors June 2005 - June 2007
Education
Elon University
Bachelor of Science (BS), Finance, General
The American College
Certified Financial Planner Program
Carol Hendricks Carol Hendricks's Waddell & Reed Experience May 2013 - Present
Job Administrative Assistant at Waddell & Reed
Industry Primary/Secondary Education
Experience
Waddell & Reed May 2013 - Present
The Blake School 2002 - 2012
General Mills September 1995 - November 2001
General Mills September 1984 - February 1995
Skills
Microsoft Office, Typing, Budget Monitoring, Data Entry, Supply Purchasing, Purchase Requisitions, Filing, Proofreading, Office Equipment..., Customer Service, Graphics Software, Adobe Creative Suite, Typography, Database Systems, Mac, Office Administration
Education
University of Minnesota-Twin Cities 1978 — 1984
Bachelor of Science (B.S.), Design and Applied Arts
Hennepin Technical College 1997 — 1999
Coursework in Electronic Publishing (Quark XPress, Photoshop, Illustrator), Computer Graphics
Duluth Business University 1977 — 1978
Diploma, General Office/Secretarial
Waddell & Reed May 2013 - Present
The Blake School 2002 - 2012
General Mills September 1995 - November 2001
General Mills September 1984 - February 1995
Skills
Microsoft Office, Typing, Budget Monitoring, Data Entry, Supply Purchasing, Purchase Requisitions, Filing, Proofreading, Office Equipment..., Customer Service, Graphics Software, Adobe Creative Suite, Typography, Database Systems, Mac, Office Administration
Education
University of Minnesota-Twin Cities 1978 — 1984
Bachelor of Science (B.S.), Design and Applied Arts
Hennepin Technical College 1997 — 1999
Coursework in Electronic Publishing (Quark XPress, Photoshop, Illustrator), Computer Graphics
Duluth Business University 1977 — 1978
Diploma, General Office/Secretarial
Joseph Zaccardi's Waddell & Reed Experience August 2007 - December 2007
Job Research Analyst at Drexel Morgan Capital Advisers, Inc.
Industry Research
Experience
Drexel Morgan Capital Advisers, Inc. February 2014 - Present
Persimmon Capital Management, LP April 2011 - February 2014
Eaton Corporation September 2009 - December 2009
Eaton Corporation January 2008 - September 2009
Waddell & Reed August 2007 - December 2007
Skills
Hedge Funds, Due Diligence, Credit, Finance, Quantitative Analytics, Investments, Teamwork, Financial Analysis, Corporate Finance, Financial Reporting, Risk Assessment, Economics, Analysis, Financial Services, Quantitative Analysis, Due Dilligence, Portfolio Performance..., Portfolio Management
Education
Drexel University 2009 — 2011
Master of Science, Finance
University of Pittsburgh 2003 — 2007
BS, Finance, Economics
Drexel Morgan Capital Advisers, Inc. February 2014 - Present
Persimmon Capital Management, LP April 2011 - February 2014
Eaton Corporation September 2009 - December 2009
Eaton Corporation January 2008 - September 2009
Waddell & Reed August 2007 - December 2007
Skills
Hedge Funds, Due Diligence, Credit, Finance, Quantitative Analytics, Investments, Teamwork, Financial Analysis, Corporate Finance, Financial Reporting, Risk Assessment, Economics, Analysis, Financial Services, Quantitative Analysis, Due Dilligence, Portfolio Performance..., Portfolio Management
Education
Drexel University 2009 — 2011
Master of Science, Finance
University of Pittsburgh 2003 — 2007
BS, Finance, Economics
Denise Valente Denise Valente's Waddell & Reed Experience July 1999 - July 2008
Job Office ManagerAccuwrite Forms & Systems, Inc.
Industry Marketing and Advertising
Experience
Accuwrite Forms & Systems September 2010 - Present
PartyLite Gifts Ltd. March 2003 - Present
Suzanne Minello Court Reporting September 2000 - September 2010
Waddell & Reed July 1999 - July 2008
Post & Schell, P.C. May 1989 - May 1999
Ross & Richmond, P.C. May 1991 - May 1992
Skills
Employee Benefits, Invoicing, Customer Service, Newsletters, PowerPoint, Microsoft Office, Marketing, Microsoft Word, Social Networking, Microsoft Excel, Office Management, Social Media, Sales, Social Media Marketing, Marketing Communications, Time Management, Strategic Planning, Research, Team Building, Human Resources, Administrative..., Account Management, Management
Education
Duquesne University 2003 — 2008
Bachelors, Professional Studies - Computer Technology
Accuwrite Forms & Systems September 2010 - Present
PartyLite Gifts Ltd. March 2003 - Present
Suzanne Minello Court Reporting September 2000 - September 2010
Waddell & Reed July 1999 - July 2008
Post & Schell, P.C. May 1989 - May 1999
Ross & Richmond, P.C. May 1991 - May 1992
Skills
Employee Benefits, Invoicing, Customer Service, Newsletters, PowerPoint, Microsoft Office, Marketing, Microsoft Word, Social Networking, Microsoft Excel, Office Management, Social Media, Sales, Social Media Marketing, Marketing Communications, Time Management, Strategic Planning, Research, Team Building, Human Resources, Administrative..., Account Management, Management
Education
Duquesne University 2003 — 2008
Bachelors, Professional Studies - Computer Technology
Timothy Vaughn's Waddell & Reed Experience 2001 - 2002
Job Accounting and NonProfit Administration
Industry Nonprofit Organization Management
Experience
Living Faith Alliance Church January 2012 - Present
Vineland First Church of the Nazarene March 2004 - June 2011
Life Seasons Financial Counseling, LLC 2002 - 2010
Tom Fargo and Associates 2003 - 2004
Waddell & Reed 2001 - 2002
Advertising.com February 2000 - November 2000
Skills
Accounting, Non-profits, Bookkeeping, Personal Finance, Church Administration, Investments, Pastor, Ministry, Vision Casting, Leadership, Strategic Planning, Budgets, Marketing, Religion, Nonprofits, QuickBooks, Cast, Coaching, Project Management, Tax, Finance, Strategy, Training
Education
Princeton Theological Seminary 2010 — 2013
MDiv, Practical Theology
Kansas State University 2002 — 2003
Certificate in Family Financial Planning
University of Maryland College Park 2000 — 2003
MBA, Accounting and Finance
Eastern Nazarene College 1993 — 1997
BS, Chemistry, Physics, Summa Cum Laude
Nazarene Theological Seminary
Vineland High School
Living Faith Alliance Church January 2012 - Present
Vineland First Church of the Nazarene March 2004 - June 2011
Life Seasons Financial Counseling, LLC 2002 - 2010
Tom Fargo and Associates 2003 - 2004
Waddell & Reed 2001 - 2002
Advertising.com February 2000 - November 2000
Skills
Accounting, Non-profits, Bookkeeping, Personal Finance, Church Administration, Investments, Pastor, Ministry, Vision Casting, Leadership, Strategic Planning, Budgets, Marketing, Religion, Nonprofits, QuickBooks, Cast, Coaching, Project Management, Tax, Finance, Strategy, Training
Education
Princeton Theological Seminary 2010 — 2013
MDiv, Practical Theology
Kansas State University 2002 — 2003
Certificate in Family Financial Planning
University of Maryland College Park 2000 — 2003
MBA, Accounting and Finance
Eastern Nazarene College 1993 — 1997
BS, Chemistry, Physics, Summa Cum Laude
Nazarene Theological Seminary
Vineland High School
Jaqueline Kyle Jaqueline Kyle's Waddell & Reed Experience June 2009 - March 2011
Job Experienced SelfStarter, Relationship Builder and Entrepreneur
Industry Publishing
Experience
PYP Publishing Group October 2012 - Present
Niello Infiniti December 2013 - October 2014
Merrill Lynch March 2011 - September 2012
Waddell & Reed June 2009 - March 2011
STA Travel February 2006 - June 2008
STA Travel October 2007 - January 2008
STA Travel August 2004 - February 2006
STA Travel February 2002 - August 2004
Skills
Marketing, Marketing Strategy, Customer Service, Strategic Planning, New Business Development, Sales, Online Advertising, Sales Management, Budgets, Event Management, Social Media Marketing, Account Management, Entrepreneurship, Analysis
Education
Embry-Riddle Aeronautical University 1997 — 2001
BS, Aeronautical Studies
PYP Publishing Group October 2012 - Present
Niello Infiniti December 2013 - October 2014
Merrill Lynch March 2011 - September 2012
Waddell & Reed June 2009 - March 2011
STA Travel February 2006 - June 2008
STA Travel October 2007 - January 2008
STA Travel August 2004 - February 2006
STA Travel February 2002 - August 2004
Skills
Marketing, Marketing Strategy, Customer Service, Strategic Planning, New Business Development, Sales, Online Advertising, Sales Management, Budgets, Event Management, Social Media Marketing, Account Management, Entrepreneurship, Analysis
Education
Embry-Riddle Aeronautical University 1997 — 2001
BS, Aeronautical Studies
Loye Kenny Loye Kenny's Waddell & Reed Experience September 2010 - January 2012
Job Lead Business Analyst at H&R Block
Industry Investment Management
Experience
H&R Block September 2014 - Present
H&R Block January 2012 - September 2014
Waddell & Reed September 2010 - January 2012
American Century Investments May 2004 - September 2010
American Century Investments 1995 - 2009
American Century Investments 1995 - 2009
American Century Investments April 2001 - May 2004
Skills
Bloomberg, Lotus Notes, SharePoint, Vendor Management, Access, Windows 7, SQL, Certified Scrum Master..., Kanban, Disaster Recovery, Process Improvement, Requirements Analysis, Business Analysis, Software Documentation, Risk Management, Enterprise Architecture, Change Management, Program Management, Information Technology, Integration, SDLC, Visio, ITIL, Business Intelligence, IT Management, Business Process..., MS Project
Education
University of Nebraska-Lincoln 1980 — 1983
Bachelor of Arts (B.A.), Psychology
Doane College 1979 — 1980
H&R Block September 2014 - Present
H&R Block January 2012 - September 2014
Waddell & Reed September 2010 - January 2012
American Century Investments May 2004 - September 2010
American Century Investments 1995 - 2009
American Century Investments 1995 - 2009
American Century Investments April 2001 - May 2004
Skills
Bloomberg, Lotus Notes, SharePoint, Vendor Management, Access, Windows 7, SQL, Certified Scrum Master..., Kanban, Disaster Recovery, Process Improvement, Requirements Analysis, Business Analysis, Software Documentation, Risk Management, Enterprise Architecture, Change Management, Program Management, Information Technology, Integration, SDLC, Visio, ITIL, Business Intelligence, IT Management, Business Process..., MS Project
Education
University of Nebraska-Lincoln 1980 — 1983
Bachelor of Arts (B.A.), Psychology
Doane College 1979 — 1980
David Anson David Anson's Waddell & Reed Experience June 2005 - November 2005
Job Data Systems Manager at Park Hill School District
Industry E-Learning
Experience
Park Hill School District October 2013 - Present
DeVry University Online February 2010 - October 2013
DeVry University Online March 2009 - January 2010
DeVry University Online January 2006 - March 2009
Waddell & Reed June 2005 - November 2005
Vector Marketing August 2000 - October 2001
Skills
Leadership, Software Documentation, Program Management, Training, Active Directory, Requirements Analysis, System Administration, SQL, Interviews, Microsoft Office, Management, Troubleshooting, Access, Visio, SharePoint, Databases, Vendor Management
Education
DeVry University 2004 — 2007
BS, Networking and Communications Management
Southwest Missouri State University 2001 — 2004
Computer Science
Park Hill School District October 2013 - Present
DeVry University Online February 2010 - October 2013
DeVry University Online March 2009 - January 2010
DeVry University Online January 2006 - March 2009
Waddell & Reed June 2005 - November 2005
Vector Marketing August 2000 - October 2001
Skills
Leadership, Software Documentation, Program Management, Training, Active Directory, Requirements Analysis, System Administration, SQL, Interviews, Microsoft Office, Management, Troubleshooting, Access, Visio, SharePoint, Databases, Vendor Management
Education
DeVry University 2004 — 2007
BS, Networking and Communications Management
Southwest Missouri State University 2001 — 2004
Computer Science
Jay Falcone Jay Falcone's Waddell & Reed Experience April 2011 - Present
Job Financial Advisor
Industry Financial Services
Experience
Waddell & Reed April 2011 - Present
Team Beachbody September 2010 - August 2014
Janney Montgomery Scott October 2006 - January 2011
UBS/PaineWebber September 1999 - September 2006
Skills
Insurance, Financial Planning, Asset Allocation, Retirement Planning, Investments, Equities, Wealth Management, Series 7, Annuities, Retirement Income..., Estate Planning, Small Business, Mutual Funds, Investment Advisory, Risk Management, Asset Management, Health, Microsoft Office, Securities, Strategic Planning, Financial Analysis, Budgeting, Word, Retirement, Strategic Financial..., Fixed Annuities, Life Insurance, Asset Managment, Employee Benefits, Finance, Microsoft Word, Budgets, Portfolio Management, 401k, Business Planning, Financial Advisory, Financial Services, Health Insurance, Investment Strategies, Relationship Management
Education
Eastern Connecticut State University 1997 — 1999
BA, Economics
Lynchburg College 1994 — 1996
Business
Worcester Academy 1993 — 1994
Post Graduate
Stonington High School 1989 — 1993
High School
Waddell & Reed April 2011 - Present
Team Beachbody September 2010 - August 2014
Janney Montgomery Scott October 2006 - January 2011
UBS/PaineWebber September 1999 - September 2006
Skills
Insurance, Financial Planning, Asset Allocation, Retirement Planning, Investments, Equities, Wealth Management, Series 7, Annuities, Retirement Income..., Estate Planning, Small Business, Mutual Funds, Investment Advisory, Risk Management, Asset Management, Health, Microsoft Office, Securities, Strategic Planning, Financial Analysis, Budgeting, Word, Retirement, Strategic Financial..., Fixed Annuities, Life Insurance, Asset Managment, Employee Benefits, Finance, Microsoft Word, Budgets, Portfolio Management, 401k, Business Planning, Financial Advisory, Financial Services, Health Insurance, Investment Strategies, Relationship Management
Education
Eastern Connecticut State University 1997 — 1999
BA, Economics
Lynchburg College 1994 — 1996
Business
Worcester Academy 1993 — 1994
Post Graduate
Stonington High School 1989 — 1993
High School
Antoinette Schoning Antoinette Schoning's Waddell & Reed Experience July 2004 - November 2006
Job Certified Financial Planner ™ (SelfEmployed)
Industry Financial Services
Experience
Foothill Securities, Inc. December 2006 - Present
Waddell & Reed July 2004 - November 2006
Hewlett Packard July 1994 - July 2000
Hewlett-Packard July 1992 - June 1994
Hewlett-Packard April 1987 - June 1992
Hewlett-Packard July 1984 - March 1987
Skills
Retirement Planning, Series 7, IRAs, Retirement, Investment Advisory, Wealth Management, Strategic Financial..., Mutual Funds, Roth IRA, 401k, Series 63, Estate Planning, Investments, Asset Allocation, Fixed Annuities, Investment Strategies, Securities, Financial Planners, Asset Managment, Alternative Investments
Education
University of California, Santa Cruz 2000 — 2002
Certificate in Personal Financial Planning, Personal Financial Planning
De Anza College 1986 — 1988
Accounting and Finance
University of Economics in Bratislava 1976 — 1981
Masters of Business Administration, Business Administration and Management, General
Foothill Securities, Inc. December 2006 - Present
Waddell & Reed July 2004 - November 2006
Hewlett Packard July 1994 - July 2000
Hewlett-Packard July 1992 - June 1994
Hewlett-Packard April 1987 - June 1992
Hewlett-Packard July 1984 - March 1987
Skills
Retirement Planning, Series 7, IRAs, Retirement, Investment Advisory, Wealth Management, Strategic Financial..., Mutual Funds, Roth IRA, 401k, Series 63, Estate Planning, Investments, Asset Allocation, Fixed Annuities, Investment Strategies, Securities, Financial Planners, Asset Managment, Alternative Investments
Education
University of California, Santa Cruz 2000 — 2002
Certificate in Personal Financial Planning, Personal Financial Planning
De Anza College 1986 — 1988
Accounting and Finance
University of Economics in Bratislava 1976 — 1981
Masters of Business Administration, Business Administration and Management, General
Roberta A. Schuelke Roberta A. Schuelke's Waddell & Reed Experience August 2005 - December 2007
Job Vice President of Operations at Global Fidelity Corp.
Industry Financial Services
Experience
Global Fidelity Corp. November 2007 - Present
Waddell & Reed August 2005 - December 2007
H&R Block 2007 - 2007
Wells Fargo Bank February 2004 - May 2005
Northern National Bank 1992 - 2004
First Interstate Bank 1975 - 1990
Skills
Investments, Banking, Credit, Mortgage Lending, Risk Management, Wealth Management, Mutual Funds, Retirement Planning, Financial Analysis, Uniform Combined State..., Financial Services, Consumer Lending, Loans, Retail Banking, Finance, Small Business Lending, Relationship Management, Commercial Lending, AML, Cash Management, Credit Analysis, Commercial Banking, Bank Secrecy Act, Financial Risk, Management
Education
Minnesota State University, Moorhead 1990 — 1992
B.S., Finance, Concentration in Corp. Finance
Edison Community College 1968 — 1970
AA, General
Cypress Lake High School 1966 — 1968
Diploma, General
Greenfield (MA) High School 1965 — 1966
Transferred
Global Fidelity Corp. November 2007 - Present
Waddell & Reed August 2005 - December 2007
H&R Block 2007 - 2007
Wells Fargo Bank February 2004 - May 2005
Northern National Bank 1992 - 2004
First Interstate Bank 1975 - 1990
Skills
Investments, Banking, Credit, Mortgage Lending, Risk Management, Wealth Management, Mutual Funds, Retirement Planning, Financial Analysis, Uniform Combined State..., Financial Services, Consumer Lending, Loans, Retail Banking, Finance, Small Business Lending, Relationship Management, Commercial Lending, AML, Cash Management, Credit Analysis, Commercial Banking, Bank Secrecy Act, Financial Risk, Management
Education
Minnesota State University, Moorhead 1990 — 1992
B.S., Finance, Concentration in Corp. Finance
Edison Community College 1968 — 1970
AA, General
Cypress Lake High School 1966 — 1968
Diploma, General
Greenfield (MA) High School 1965 — 1966
Transferred
Aubrey Sarah Potter Aubrey Sarah Potter's Waddell & Reed Experience May 2011 - January 2012
Job Registered Client Associate at UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS Financial Services, Inc. June 2014 - Present
UBS Financial Services, Inc. -- The Burish Group January 2012 - May 2014
Waddell & Reed May 2011 - January 2012
Education
Edgewood College 2010 — 2014
BS, Marketing
Edgewood College 2010 — 2014
Bachelor of Science (BS), Finance
UBS Financial Services, Inc. June 2014 - Present
UBS Financial Services, Inc. -- The Burish Group January 2012 - May 2014
Waddell & Reed May 2011 - January 2012
Education
Edgewood College 2010 — 2014
BS, Marketing
Edgewood College 2010 — 2014
Bachelor of Science (BS), Finance
James Zervogiannis James Zervogiannis's Waddell & Reed Experience January 2004 - November 2005
Job Financial Advisor at Hantz Group
Industry Financial Services
Experience
Hantz Group July 2013 - Present
Little Caesars Pizza March 2012 - January 2013
Greek-American Imports January 2005 - January 2011
Wine Dimensions December 2005 - October 2010
Waddell & Reed January 2004 - November 2005
Diversified Financial March 2002 - May 2004
Heritage Financial February 2001 - March 2002
MetLife February 1999 - January 2001
Underwriter's Corporation January 1998 - September 1998
Skills
Series 7, Sales, Customer..., Finance, Corporate Finance, Investments
Education
Michigan State University 2008 — 2012
Bachelor's degree, Human Resources Management/Personnel Administration, General, 3.0
European University 1996 — 1997
Master of Business Administration (MBA), Business Administration and Management, General, 3.4
Pioneer High School 1986 — 1988
High School, College Prep
Eastern Michigan University
Graduate Certificate Program, Finance
Hantz Group July 2013 - Present
Little Caesars Pizza March 2012 - January 2013
Greek-American Imports January 2005 - January 2011
Wine Dimensions December 2005 - October 2010
Waddell & Reed January 2004 - November 2005
Diversified Financial March 2002 - May 2004
Heritage Financial February 2001 - March 2002
MetLife February 1999 - January 2001
Underwriter's Corporation January 1998 - September 1998
Skills
Series 7, Sales, Customer..., Finance, Corporate Finance, Investments
Education
Michigan State University 2008 — 2012
Bachelor's degree, Human Resources Management/Personnel Administration, General, 3.0
European University 1996 — 1997
Master of Business Administration (MBA), Business Administration and Management, General, 3.4
Pioneer High School 1986 — 1988
High School, College Prep
Eastern Michigan University
Graduate Certificate Program, Finance
Jim Wagner Jim Wagner's Waddell & Reed Experience December 2008 - May 2011
Job Financial Professional at Transamerica Financial Group
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc. September 2014 - Present
Waddell & Reed December 2008 - May 2011
Tribune Company December 2000 - December 2008
Skills
Healthcare, Health Insurance, Financial Services, Strategic Communications, Media Relations, Public Speaking, Investments, Small Business, Finance, Financial Advisory, Insurance, Series 63
Education
Columbia College Chicago 1984 — 1988
Bachelor of Arts (BA), Communication and Media Studies
Transamerica Financial Advisors, Inc. September 2014 - Present
Waddell & Reed December 2008 - May 2011
Tribune Company December 2000 - December 2008
Skills
Healthcare, Health Insurance, Financial Services, Strategic Communications, Media Relations, Public Speaking, Investments, Small Business, Finance, Financial Advisory, Insurance, Series 63
Education
Columbia College Chicago 1984 — 1988
Bachelor of Arts (BA), Communication and Media Studies
Joe Polwrek Joe Polwrek's Waddell & Reed Experience June 2011 - August 2011
Job Senior Procurement Specialist at Jarden Corporation
Industry Consumer Goods
Experience
Jarden Corporation June 2015 - Present
Jarden Corporation June 2012 - June 2015
Waddell & Reed June 2011 - August 2011
Waddell & Reed June 2009 - August 2009
Skills
Microsoft Excel, Transportation..., Procurement, Auction Management, Indirect Purchasing, Spend Analysis, Commodity Markets, Logistics, Comparative Analysis, PowerPoint, Supply Chain, Research, Leadership, Customer Service
Education
Dartmouth College 2008 — 2012
Bachelor of Arts (B.A.), Major: History Minor: Middle Eastern Studies
McGhee Center for Eastern Mediterranean Studies
Flintridge Preparatory School
Jarden Corporation June 2015 - Present
Jarden Corporation June 2012 - June 2015
Waddell & Reed June 2011 - August 2011
Waddell & Reed June 2009 - August 2009
Skills
Microsoft Excel, Transportation..., Procurement, Auction Management, Indirect Purchasing, Spend Analysis, Commodity Markets, Logistics, Comparative Analysis, PowerPoint, Supply Chain, Research, Leadership, Customer Service
Education
Dartmouth College 2008 — 2012
Bachelor of Arts (B.A.), Major: History Minor: Middle Eastern Studies
McGhee Center for Eastern Mediterranean Studies
Flintridge Preparatory School
Luke Plesko's Waddell & Reed Experience July 2008 - December 2008
Job Large Bank Examiner at Federal Reserve Bank of Chicago
Industry Financial Services
Experience
Federal Reserve Bank of Chicago September 2012 - Present
FDIC May 2011 - August 2012
State Street June 2010 - July 2010
State Street June 2009 - July 2009
Waddell & Reed July 2008 - December 2008
Skills
Financial Analysis, Risk Management, Analysis, Securities, Financial Risk, Economics, Investments, Microsoft Excel, Credit Risk, Management, Bloomberg, Capital Management, Financial Modeling, Insurance, CCAR, Compliance, Regulatory Reporting, Regulatory Affairs, Financial Reporting, Banking, Credit Analysis, Credit, Due Diligence, SAS, SQL
Education
Drake University 2007 — 2011
BSBA, Accounting, Finance, Economics
Federal Reserve Bank of Chicago September 2012 - Present
FDIC May 2011 - August 2012
State Street June 2010 - July 2010
State Street June 2009 - July 2009
Waddell & Reed July 2008 - December 2008
Skills
Financial Analysis, Risk Management, Analysis, Securities, Financial Risk, Economics, Investments, Microsoft Excel, Credit Risk, Management, Bloomberg, Capital Management, Financial Modeling, Insurance, CCAR, Compliance, Regulatory Reporting, Regulatory Affairs, Financial Reporting, Banking, Credit Analysis, Credit, Due Diligence, SAS, SQL
Education
Drake University 2007 — 2011
BSBA, Accounting, Finance, Economics
Chelsea Tabarez Chelsea Tabarez's Waddell & Reed Experience March 2011 - June 2011
Job Assurance Associate at Burr Pilger Mayer
Industry Accounting
Experience
Renew Denim September 2010 - June 2012
Morgan Stanley June 2011 - August 2011
Waddell & Reed March 2011 - June 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Accounting, Financial Analysis, Research, Customer Service, Teamwork, Outlook
Education
Santa Clara University - Leavey School of Business 2012 — 2012
Certificate of Advanced Accounting Proficiency, Accounting
University of California, Davis 2010 — 2012
Bachelor of Science (BS), Managerial Economics
Cuesta College 2008 — 2010
AA, Business Administration
Renew Denim September 2010 - June 2012
Morgan Stanley June 2011 - August 2011
Waddell & Reed March 2011 - June 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Accounting, Financial Analysis, Research, Customer Service, Teamwork, Outlook
Education
Santa Clara University - Leavey School of Business 2012 — 2012
Certificate of Advanced Accounting Proficiency, Accounting
University of California, Davis 2010 — 2012
Bachelor of Science (BS), Managerial Economics
Cuesta College 2008 — 2010
AA, Business Administration
David Pucci David Pucci's Waddell & Reed Experience April 2001 - January 2006
Job President & CEO Valerio Painting & Remodeling, Inc.
Industry Construction
Experience
Valerio Painting & Remodeling, Inc. January 2011 - Present
David G. Pucci February 2006 - December 2010
Waddell & Reed April 2001 - January 2006
Conestoga Ice Hockey Association September 1999 - May 2001
Diamond State Financial Group June 2000 - March 2001
Skills
Social Networking, Carpentry, Painting, Renovation, Drywall, Basements, Residential Homes, Faux, Construction, Small Business, Budgets, Real Estate, Contractors, Insurance, Contract Negotiation, Salesforce.com, Construction Management, Finance, Landscaping, New Business Development, Investments, Property Management, Bathrooms, Contract Management, Advertising, Tiles, Strategic Financial..., Asset Management, Marketing, Interior Design, Restoration, Project Planning, Green Building, Flooring, Facilities Management, Marketing Strategy, Interior Architecture, Roofers, Entrepreneurship, Negotiation, Sales, Sales Management, Strategic Planning, Selling
Education
Villanova University 1996 — 1999
B.S., Finance, Marketing
Elmira College 1995 — 1996
N/A, Accounting
Conestoga High School 1991 — 1995
High School Diploma, General
Cardigan Mt School 1988 — 1991
Valerio Painting & Remodeling, Inc. January 2011 - Present
David G. Pucci February 2006 - December 2010
Waddell & Reed April 2001 - January 2006
Conestoga Ice Hockey Association September 1999 - May 2001
Diamond State Financial Group June 2000 - March 2001
Skills
Social Networking, Carpentry, Painting, Renovation, Drywall, Basements, Residential Homes, Faux, Construction, Small Business, Budgets, Real Estate, Contractors, Insurance, Contract Negotiation, Salesforce.com, Construction Management, Finance, Landscaping, New Business Development, Investments, Property Management, Bathrooms, Contract Management, Advertising, Tiles, Strategic Financial..., Asset Management, Marketing, Interior Design, Restoration, Project Planning, Green Building, Flooring, Facilities Management, Marketing Strategy, Interior Architecture, Roofers, Entrepreneurship, Negotiation, Sales, Sales Management, Strategic Planning, Selling
Education
Villanova University 1996 — 1999
B.S., Finance, Marketing
Elmira College 1995 — 1996
N/A, Accounting
Conestoga High School 1991 — 1995
High School Diploma, General
Cardigan Mt School 1988 — 1991
Eric Weyhrich Eric Weyhrich's Waddell & Reed Experience February 2005 - July 2007
Job Manager Sales Finance Channels
Industry Food Production
Experience
ConAgra Foods September 2014 - Present
ConAgra Foods July 2014 - September 2014
ConAgra Foods April 2013 - July 2014
ConAgra Foods December 2010 - April 2013
ConAgra Foods July 2008 - December 2010
Rick Young Financial Services July 2007 - July 2008
Waddell & Reed February 2005 - July 2007
Enterprise Rent-A-Car May 2002 - February 2005
Skills
Financial Modeling, Financial Analysis, Strategic Financial..., Financial Reporting, Corporate Finance, Portfolio Management, Investments, Finance, Risk Management, Asset Managment, Treasury Management, FX Hedging, Capital Markets, Asset Allocation, Defined Benefit, Employee Benefits, Forecasting, Budgets, Variance Analysis, Derivatives, Bloomberg, Financial Services, Financial Risk, Financial Forecasting, Managerial Finance, Hedge Funds, SAP, SAP BI, Hedging, Competitive Analysis, Retirement Planning, Wealth Management, Accounting, Economics, Equities, Credit Risk, Investment Management, Investment Strategies, Mutual Funds, Alternative Investments, Life Insurance, Series 7, Series 63, Cash Management, Investment Advisory, Trading, Retirement, SAP BW, Sarbanes-Oxley Act, Valuation
Education
Creighton University 2008 — 2010
MBA/MIMFA, Master of Business Administration / Master of Investment Management and Financial Analysis
University of Nebraska-Lincoln 1999 — 2003
Bachelor of Science, Marketing
ConAgra Foods September 2014 - Present
ConAgra Foods July 2014 - September 2014
ConAgra Foods April 2013 - July 2014
ConAgra Foods December 2010 - April 2013
ConAgra Foods July 2008 - December 2010
Rick Young Financial Services July 2007 - July 2008
Waddell & Reed February 2005 - July 2007
Enterprise Rent-A-Car May 2002 - February 2005
Skills
Financial Modeling, Financial Analysis, Strategic Financial..., Financial Reporting, Corporate Finance, Portfolio Management, Investments, Finance, Risk Management, Asset Managment, Treasury Management, FX Hedging, Capital Markets, Asset Allocation, Defined Benefit, Employee Benefits, Forecasting, Budgets, Variance Analysis, Derivatives, Bloomberg, Financial Services, Financial Risk, Financial Forecasting, Managerial Finance, Hedge Funds, SAP, SAP BI, Hedging, Competitive Analysis, Retirement Planning, Wealth Management, Accounting, Economics, Equities, Credit Risk, Investment Management, Investment Strategies, Mutual Funds, Alternative Investments, Life Insurance, Series 7, Series 63, Cash Management, Investment Advisory, Trading, Retirement, SAP BW, Sarbanes-Oxley Act, Valuation
Education
Creighton University 2008 — 2010
MBA/MIMFA, Master of Business Administration / Master of Investment Management and Financial Analysis
University of Nebraska-Lincoln 1999 — 2003
Bachelor of Science, Marketing
Lori J Denison Lori J Denison's Waddell & Reed Experience August 1982 - September 1986
Job Business Manager at McNamee & McNamee, PLL
Industry Legal Services
Experience
McNamee & McNamee, PLL April 2000 - Present
Yipes Stripes 1995 - 1998
Waddell & Reed August 1982 - September 1986
Skills
Payroll, Financial Reporting, Accounts Payable, Accounts Receivable, Budgets, Sales, Customer Service, Management, Investments, Negotiation, Human Resources, Financial Statements, Asset Management, Employee Benefits, Mutual Funds
Education
Edison State Community College
University of Dayton, Sinclair
Finance and Accounting
McNamee & McNamee, PLL April 2000 - Present
Yipes Stripes 1995 - 1998
Waddell & Reed August 1982 - September 1986
Skills
Payroll, Financial Reporting, Accounts Payable, Accounts Receivable, Budgets, Sales, Customer Service, Management, Investments, Negotiation, Human Resources, Financial Statements, Asset Management, Employee Benefits, Mutual Funds
Education
Edison State Community College
University of Dayton, Sinclair
Finance and Accounting
Perry Piercy Perry Piercy's Waddell & Reed Experience June 2003 - December 2007
Job President of Yakima Reds Soccer Club
Industry Sports
Experience
Yakima Reds Soccer Club PresidentYakima Reds Soccer ClubNovember 2008 - Present
Yakima Reds, PDL Soccer 2008 - Present
World Financial Group January 2008 - September 2008
World Group Securities January 2008 - August 2008
Waddell & Reed June 2003 - December 2007
Skills
Business Planning
Education
Eastern Washington University 1996 — 2002
Business Administration, Accounting, Finance
Yakima Reds Soccer Club PresidentYakima Reds Soccer ClubNovember 2008 - Present
Yakima Reds, PDL Soccer 2008 - Present
World Financial Group January 2008 - September 2008
World Group Securities January 2008 - August 2008
Waddell & Reed June 2003 - December 2007
Skills
Business Planning
Education
Eastern Washington University 1996 — 2002
Business Administration, Accounting, Finance
Cory Gathright Cory Gathright's Waddell & Reed Experience April 1999 - September 2001
Job Technical Consultant at Sprint Nextel
Industry Telecommunications
Experience
Sprint Nextel September 2008 - Present
Sprint 2006 - September 2008
Waddell & Reed April 1999 - September 2001
J. Alexander's Restaurants 1998 - 1999
Education
Creighton University 1993 — 1997
Emporia State University
Sprint Nextel September 2008 - Present
Sprint 2006 - September 2008
Waddell & Reed April 1999 - September 2001
J. Alexander's Restaurants 1998 - 1999
Education
Creighton University 1993 — 1997
Emporia State University
Christina Alexander Christina Alexander's Waddell & Reed Experience July 2008 - Present
Job Division Administrative Assistant at Waddell & Reed
Industry Financial Services
Experience
Waddell & Reed July 2008 - Present
Skills
Customer Service, Microsoft Office, Analysis, Event Planning, Leadership, Management, Team Building, Time Management, Microsoft Excel, Microsoft Word, PowerPoint, Budgets, Social Media, Marketing, Public Speaking, Sales
Education
Embry-Riddle Aeronautical University
Bachelor’s Degree, Aeronautics/Aviation/Aerospace Science and Technology, 3.88 GPA - Graduated Magna cum Laude
Waddell & Reed July 2008 - Present
Skills
Customer Service, Microsoft Office, Analysis, Event Planning, Leadership, Management, Team Building, Time Management, Microsoft Excel, Microsoft Word, PowerPoint, Budgets, Social Media, Marketing, Public Speaking, Sales
Education
Embry-Riddle Aeronautical University
Bachelor’s Degree, Aeronautics/Aviation/Aerospace Science and Technology, 3.88 GPA - Graduated Magna cum Laude
Norris Thompson Norris Thompson's Waddell & Reed Experience August 2013 - October 2013
Job Associate at United Lex Professional Services
Industry Law Practice
Experience
United Lex Professional Services May 2014 - Present
Waddell & Reed August 2013 - October 2013
Think Big Partners, LLC June 2012 - August 2012
Creighton University School of Law August 2009 - May 2012
Office of the District Attorney for the Third District, Douglas County, Kansas July 2011 - August 2011
London BioInnovation Centre May 2011 - June 2011
Skills
Legal Research, Legal Writing, Entrepreneurship..., Legal Education, Intellectual Property, Research, Legal Analysis, Writing, Competitive Analysis, Market Research, Corporate Law
Education
Creighton University School of Law 2009 — 2012
Juris Doctor, Business Law Concentration
The University of Kansas 2005 — 2009
Dual Bachelor's of Arts, Communications Studies & English Literature
United Lex Professional Services May 2014 - Present
Waddell & Reed August 2013 - October 2013
Think Big Partners, LLC June 2012 - August 2012
Creighton University School of Law August 2009 - May 2012
Office of the District Attorney for the Third District, Douglas County, Kansas July 2011 - August 2011
London BioInnovation Centre May 2011 - June 2011
Skills
Legal Research, Legal Writing, Entrepreneurship..., Legal Education, Intellectual Property, Research, Legal Analysis, Writing, Competitive Analysis, Market Research, Corporate Law
Education
Creighton University School of Law 2009 — 2012
Juris Doctor, Business Law Concentration
The University of Kansas 2005 — 2009
Dual Bachelor's of Arts, Communications Studies & English Literature
Brittny Fox Brittny Fox's Waddell & Reed Experience May 2014 - December 2014
Job Student
Industry Accounting
Experience
United States Soccer Federation May 2009 - Present
Waddell & Reed May 2014 - December 2014
Famous Footwear June 2013 - April 2014
Chico's FAS Inc. June 2013 - August 2013
Skills
Sales, Customer Service, Great communications..., Grace Under Pressure
Education
Concordia University, Nebraska 2012 — 2016
Accounting
United States Soccer Federation May 2009 - Present
Waddell & Reed May 2014 - December 2014
Famous Footwear June 2013 - April 2014
Chico's FAS Inc. June 2013 - August 2013
Skills
Sales, Customer Service, Great communications..., Grace Under Pressure
Education
Concordia University, Nebraska 2012 — 2016
Accounting
Aditya Kapoor, CFA Aditya Kapoor, CFA's Waddell & Reed Experience June 2008 - Present
Job Assistant Portfolio Manager at Waddell & Reed (Ivy Funds)
Industry Investment Management
Experience
Waddell & Reed June 2008 - Present
Cayuga Fund August 2007 - April 2008
JP Morgan Chase & Co. May 2007 - August 2007
Sapient September 2002 - April 2006
Skills
Equity Research, Mutual Funds, Equities, Valuation, Financial Modeling, Portfolio Management, Bloomberg, Investments, Fixed Income, Asset Management, Capital Markets, Corporate Finance, Equity Valuation, Financial Analysis
Education
Cornell University - S.C. Johnson Graduate School of Management 2006 — 2008
Master of Business Administration (MBA), 3.7 (GMAT 750)
Indian Institute of Technology, Delhi 1998 — 2002
Bachelor of Technology (B.Tech.), Industrial Engineering
Waddell & Reed June 2008 - Present
Cayuga Fund August 2007 - April 2008
JP Morgan Chase & Co. May 2007 - August 2007
Sapient September 2002 - April 2006
Skills
Equity Research, Mutual Funds, Equities, Valuation, Financial Modeling, Portfolio Management, Bloomberg, Investments, Fixed Income, Asset Management, Capital Markets, Corporate Finance, Equity Valuation, Financial Analysis
Education
Cornell University - S.C. Johnson Graduate School of Management 2006 — 2008
Master of Business Administration (MBA), 3.7 (GMAT 750)
Indian Institute of Technology, Delhi 1998 — 2002
Bachelor of Technology (B.Tech.), Industrial Engineering
Matthew Perchak Matthew Perchak's Waddell & Reed Experience September 2004 - July 2006
Job Financial Analyst at Safelite AutoGlass
Industry Financial Services
Experience
Safelite AutoGlass April 2013 - Present
CITIGROUP August 2006 - March 2013
Waddell & Reed September 2004 - July 2006
The Ohio State University June 2002 - September 2004
National City Mortgage July 2001 - March 2002
Macloud Financial 2002 - 2002
Skills
Mutual Funds, Financial Analysis, Research, Budgets, Financial Forecasting, Forecasting, Foreign Exchange, Portfolio Management, Financial Modeling, Corporate Finance, Strategic Financial..., Financial Advisory, Profit, Sales Presentations, Financial Accounting, Project Management, PowerPoint, Microsoft Excel, Eviews, Financial Statements, Cognos, Economics, Statistics, Series 6, Insurance
Education
Ohio University 2011 — 2013
Master of Financial Econcomics, Economics
The Ohio State University 2000 — 2004
Bachelor of Science (B.S.), Finance and Financial Management Services
Columbus State 2013 — 2014
Alter
Safelite AutoGlass April 2013 - Present
CITIGROUP August 2006 - March 2013
Waddell & Reed September 2004 - July 2006
The Ohio State University June 2002 - September 2004
National City Mortgage July 2001 - March 2002
Macloud Financial 2002 - 2002
Skills
Mutual Funds, Financial Analysis, Research, Budgets, Financial Forecasting, Forecasting, Foreign Exchange, Portfolio Management, Financial Modeling, Corporate Finance, Strategic Financial..., Financial Advisory, Profit, Sales Presentations, Financial Accounting, Project Management, PowerPoint, Microsoft Excel, Eviews, Financial Statements, Cognos, Economics, Statistics, Series 6, Insurance
Education
Ohio University 2011 — 2013
Master of Financial Econcomics, Economics
The Ohio State University 2000 — 2004
Bachelor of Science (B.S.), Finance and Financial Management Services
Columbus State 2013 — 2014
Alter
Joy Boualapha, CPCU, AIC, API, INS's Waddell & Reed Experience July 1998 - August 2001
Job Manager at Amica Insurance
Industry Insurance
Experience
Amica Insurance January 2004 - Present
Waddell & Reed July 1998 - August 2001
Skills
CPCU, Property & Casualty..., Claims, Liability, General Insurance, Litigation Management, Insurance, Investigation, Claims Management, General Liability, Underwriting, Claim, Commercial Insurance, Workers Compensation, Legal Liability, Casualty, Casualty Insurance, Professional Liability
Education
Eastern Washington University 1999 — 2003
B.A., Business Administration, Human Resources
Amica Insurance January 2004 - Present
Waddell & Reed July 1998 - August 2001
Skills
CPCU, Property & Casualty..., Claims, Liability, General Insurance, Litigation Management, Insurance, Investigation, Claims Management, General Liability, Underwriting, Claim, Commercial Insurance, Workers Compensation, Legal Liability, Casualty, Casualty Insurance, Professional Liability
Education
Eastern Washington University 1999 — 2003
B.A., Business Administration, Human Resources
Lyndon Crawford Lyndon Crawford's Waddell & Reed Experience May 2012 - Present
Job Financial Advisor at Waddell & Reed
Industry Financial Services
Experience
Waddell & Reed May 2012 - Present
i9 Sports January 2010 - Present
Office Depot February 2012 - May 2012
BMO Harris Bank May 2010 - August 2010
Education
Drake University 2008 — 2012
Bachelor's degree, Finance, General
Waddell & Reed May 2012 - Present
i9 Sports January 2010 - Present
Office Depot February 2012 - May 2012
BMO Harris Bank May 2010 - August 2010
Education
Drake University 2008 — 2012
Bachelor's degree, Finance, General
Phileo Williams's Waddell & Reed Experience May 2008 - April 2009
Job Midwest Multifamily REIT CEO
Industry Real Estate
Experience
Missouri Valley REIT, Inc. October 2009 - Present
Missouri Valley REIT Management, LLC October 2008 - Present
Burning Tree, LLC October 2007 - Present
Real Estate Investment Securities Association January 2012 - December 2012
Waddell & Reed May 2008 - April 2009
LBW, LLC August 2006 - February 2009
General Council of the Assemblies of God 2000 - 2006
Skills
Real Estate, Investments, Financial Analysis, Financial Planning, Excel, Word, Problem Solving, Research, Management Consulting, Asset Management, Asset Managment, Microsoft Excel, Series 7, Contract Negotiation, Due Diligence, Finance, Financial Modeling, Management, Microsoft Word, Private Equity, Real Estate Economics, Strategic Financial...
Education
Evangel University 2002 — 2007
BA, Business in Management
Central Bible College 1998 — 1999
Pastoral Ministries
North Eastern Oklahoma A&M College 1996 — 1997
Theater, Music
Missouri Valley REIT, Inc. October 2009 - Present
Missouri Valley REIT Management, LLC October 2008 - Present
Burning Tree, LLC October 2007 - Present
Real Estate Investment Securities Association January 2012 - December 2012
Waddell & Reed May 2008 - April 2009
LBW, LLC August 2006 - February 2009
General Council of the Assemblies of God 2000 - 2006
Skills
Real Estate, Investments, Financial Analysis, Financial Planning, Excel, Word, Problem Solving, Research, Management Consulting, Asset Management, Asset Managment, Microsoft Excel, Series 7, Contract Negotiation, Due Diligence, Finance, Financial Modeling, Management, Microsoft Word, Private Equity, Real Estate Economics, Strategic Financial...
Education
Evangel University 2002 — 2007
BA, Business in Management
Central Bible College 1998 — 1999
Pastoral Ministries
North Eastern Oklahoma A&M College 1996 — 1997
Theater, Music
Bob J.L. Bob J.L.'s Waddell & Reed Experience June 2010 - October 2010
Job MBA, Bachelor in Finance, CFA level II Candidate, Passed Series 7, 6, 63
Industry Banking
Experience
JPMorgan Chase & Co. August 2013 - Present
Waddell & Reed June 2010 - October 2010
Sacomreal September 2007 - October 2009
Sacombank March 2003 - March 2006
Minh Phong Trading Co. May 2000 - March 2003
Education
CFA Institute 2010 — 2013
CFA Level II Candidate, Equity Research Analysis, Investment Management
Edith Cowan University 2006 — 2007
Master of Business Administration (MBA), International Business
Banking Institute 1996 — 2000
Bachelor of Science; BSc, Finance
JPMorgan Chase & Co. August 2013 - Present
Waddell & Reed June 2010 - October 2010
Sacomreal September 2007 - October 2009
Sacombank March 2003 - March 2006
Minh Phong Trading Co. May 2000 - March 2003
Education
CFA Institute 2010 — 2013
CFA Level II Candidate, Equity Research Analysis, Investment Management
Edith Cowan University 2006 — 2007
Master of Business Administration (MBA), International Business
Banking Institute 1996 — 2000
Bachelor of Science; BSc, Finance
Neha Sahni's Waddell & Reed Experience October 2006 - December 2008
Job Business Analyst at CME Group
Industry Information Technology and Services
Experience
CME Group April 2014 - Present
CME Group October 2012 - Present
CME Group February 2012 - August 2012
CompuAction,Inc May 2009 - February 2012
Waddell & Reed October 2006 - December 2008
CompuAction, Inc September 2002 - December 2003
STG, Inc July 1998 - June 2000
Skills
Business Strategy, Project Management, Finance, Management, Business Process..., Human Resources, Marketing Strategy, Operations Management, Financial Analysis, CRM, Business Analysis, Business Process, Business Planning, Vendor Management, Analysis, Investments, Outsourcing, Teamwork, Cross-functional Team..., Account Management
Education
St Anthony's school , delhi
St anthony sr sec school
St anthony sr sec school
St anthony sr sec school
St anthony sr sec school
THE LOYOLA UNIVERSITY 2010 — 2012
Master of Business Administration (MBA), Operations and General Management
Northeastern Illinois University 2009 — 2010
Bachelor of Arts, Interdisciplinary Studies, 4.0
University of Delhi 1995 — 1998
Bachelor of Commerce (B.Com.), Business
CME Group April 2014 - Present
CME Group October 2012 - Present
CME Group February 2012 - August 2012
CompuAction,Inc May 2009 - February 2012
Waddell & Reed October 2006 - December 2008
CompuAction, Inc September 2002 - December 2003
STG, Inc July 1998 - June 2000
Skills
Business Strategy, Project Management, Finance, Management, Business Process..., Human Resources, Marketing Strategy, Operations Management, Financial Analysis, CRM, Business Analysis, Business Process, Business Planning, Vendor Management, Analysis, Investments, Outsourcing, Teamwork, Cross-functional Team..., Account Management
Education
St Anthony's school , delhi
St anthony sr sec school
St anthony sr sec school
St anthony sr sec school
St anthony sr sec school
THE LOYOLA UNIVERSITY 2010 — 2012
Master of Business Administration (MBA), Operations and General Management
Northeastern Illinois University 2009 — 2010
Bachelor of Arts, Interdisciplinary Studies, 4.0
University of Delhi 1995 — 1998
Bachelor of Commerce (B.Com.), Business
Kathleen Rafferty's Waddell & Reed Experience November 2011 - September 2015
Job Auditor at Sprint
Industry Financial Services
Experience
Sprint September 2015 - Present
Waddell & Reed November 2011 - September 2015
Commerce Bank June 2011 - November 2011
Commerce Bank June 2009 - June 2011
Skills
Accounting, Banking, Data Analysis, Teamwork, Retail Banking, Credit, Finance, Loans, Cash Management, Leadership, Microsoft Office, Customer Service, Outlook, Microsoft Excel, Microsoft Word, PowerPoint
Education
The University of Kansas 2014 — 2016
Master's degree, Accounting
Emporia State University 2011 — 2014
BSB, Accounting
St. Marys High School 2005 — 2009
Sprint September 2015 - Present
Waddell & Reed November 2011 - September 2015
Commerce Bank June 2011 - November 2011
Commerce Bank June 2009 - June 2011
Skills
Accounting, Banking, Data Analysis, Teamwork, Retail Banking, Credit, Finance, Loans, Cash Management, Leadership, Microsoft Office, Customer Service, Outlook, Microsoft Excel, Microsoft Word, PowerPoint
Education
The University of Kansas 2014 — 2016
Master's degree, Accounting
Emporia State University 2011 — 2014
BSB, Accounting
St. Marys High School 2005 — 2009
Cindy (Bottiglio) Gannon's Waddell & Reed Experience July 2006 - June 2007
Job Freelance Author specializing in Technical Writing
Industry Writing and Editing
Experience
Self-Employed October 2013 - Present
Novartis Institute for Biomedical Research July 2009 - September 2013
Nexcelom Bioscience Inc February 2009 - July 2009
BioScale, Inc. September 2008 - November 2008
Trey W. Siner Insurance Agency July 2007 - August 2008
Waddell & Reed July 2006 - June 2007
Biogen Idec July 2001 - July 2006
Veterinary Hospitals January 1984 - August 1999
Skills
Biotechnology, Lifesciences, Molecular Biology, Oncology, Cell Culture, Drug Discovery, Pharmaceutical Industry, Cancer, Sop, Pharmacology, Clinical Trials, Biomarkers, Medical Communications, In Vitro, Biopharmaceuticals, In Vivo, Validation, Clinical Research, Laboratory, IND, Drug Development, Protocol, Assay Development, Immunology, Clinical Development, Science, ELISA, Infectious Diseases, Toxicology, Proactive self-starter, Cell, GLP, Vaccines, CRO, Cell Biology, Protein Chemistry, Monoclonal Antibodies, Antibodies, Pharmacokinetics, High Throughput..., Translational Medicine, Animal Models, Biochemistry, HPLC, Immunoassays, Purification, Genomics, Western Blotting, Neuroscience, Life Sciences
Education
Emmanuel College 1995 — 2000
Bachelors of Science, Biology
National Association of Pharmaceutical Representatives 2013 — 2013
Certification, Certified National Pharmaceutical Representative (CNPR# 593302013)
Professional Mold Inspection Institute 2012 — 2013
Certified Residential Mold Inspector, Residential Mold Inspection
Self-Employed October 2013 - Present
Novartis Institute for Biomedical Research July 2009 - September 2013
Nexcelom Bioscience Inc February 2009 - July 2009
BioScale, Inc. September 2008 - November 2008
Trey W. Siner Insurance Agency July 2007 - August 2008
Waddell & Reed July 2006 - June 2007
Biogen Idec July 2001 - July 2006
Veterinary Hospitals January 1984 - August 1999
Skills
Biotechnology, Lifesciences, Molecular Biology, Oncology, Cell Culture, Drug Discovery, Pharmaceutical Industry, Cancer, Sop, Pharmacology, Clinical Trials, Biomarkers, Medical Communications, In Vitro, Biopharmaceuticals, In Vivo, Validation, Clinical Research, Laboratory, IND, Drug Development, Protocol, Assay Development, Immunology, Clinical Development, Science, ELISA, Infectious Diseases, Toxicology, Proactive self-starter, Cell, GLP, Vaccines, CRO, Cell Biology, Protein Chemistry, Monoclonal Antibodies, Antibodies, Pharmacokinetics, High Throughput..., Translational Medicine, Animal Models, Biochemistry, HPLC, Immunoassays, Purification, Genomics, Western Blotting, Neuroscience, Life Sciences
Education
Emmanuel College 1995 — 2000
Bachelors of Science, Biology
National Association of Pharmaceutical Representatives 2013 — 2013
Certification, Certified National Pharmaceutical Representative (CNPR# 593302013)
Professional Mold Inspection Institute 2012 — 2013
Certified Residential Mold Inspector, Residential Mold Inspection
Brooke Bejan's Waddell & Reed Experience May 2014 - Present
Job Registered Principal
Industry Financial Services
Experience
Waddell & Reed May 2014 - Present
Waddell & Reed April 2012 - May 2014
Waddell & Reed December 2010 - April 2012
BATS Global Markets, Inc. July 2009 - November 2009
Waddell & Reed July 2007 - July 2009
Waddell & Reed August 2005 - July 2007
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Leadership, Mutual Funds, General Securities..., Registration, Licensing, Broker-Dealer, Suitability Analysis
Education
Emporia State University 2003 — 2005
Bachelor of Science (B.S.), Accounting
Kansas City Kansas Community College 2001 — 2003
Associate's Degree, Accounting and Business/Management
Waddell & Reed May 2014 - Present
Waddell & Reed April 2012 - May 2014
Waddell & Reed December 2010 - April 2012
BATS Global Markets, Inc. July 2009 - November 2009
Waddell & Reed July 2007 - July 2009
Waddell & Reed August 2005 - July 2007
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Leadership, Mutual Funds, General Securities..., Registration, Licensing, Broker-Dealer, Suitability Analysis
Education
Emporia State University 2003 — 2005
Bachelor of Science (B.S.), Accounting
Kansas City Kansas Community College 2001 — 2003
Associate's Degree, Accounting and Business/Management
Chanin Paul's Waddell & Reed Experience August 2004 - August 2006
Job Energy Efficiency Specialist
Industry Oil & Energy
Experience
Xcel Energy May 2015 - Present
Energy Central October 2013 - April 2014
Electric Utility Consultants, Inc. (EUCI) July 2011 - October 2013
Colorado Governor's Energy Office November 2009 - November 2010
Waddell & Reed August 2004 - August 2006
Pinnacle Mediation August 2002 - August 2005
The Ross-Shannon Law Firm January 2003 - February 2004
Skills
Strategic Planning, Risk Management, Negotiation, Management Consulting, Strategic Financial..., Event Planning, Investments, Due Diligence, Leadership, Public Speaking, Start-ups, Renewable Energy, Data Analysis, Management, Financial Analysis, Process Improvement, Policy, Energy, Research, Operations Management, Project Planning, Contract Management, Government, Contract Negotiation
Education
University of Colorado at Denver 2009 — 2010
Master of Science, Global Energy Management
Southern Nazarene University 1999 — 2001
Master of Science, Management
University of Central Oklahoma 1997 — 1999
Bachelor of Arts, Criminal Justice
Brevard Community College 1994 — 1996
Associate of Science, Legal Assisting
Xcel Energy May 2015 - Present
Energy Central October 2013 - April 2014
Electric Utility Consultants, Inc. (EUCI) July 2011 - October 2013
Colorado Governor's Energy Office November 2009 - November 2010
Waddell & Reed August 2004 - August 2006
Pinnacle Mediation August 2002 - August 2005
The Ross-Shannon Law Firm January 2003 - February 2004
Skills
Strategic Planning, Risk Management, Negotiation, Management Consulting, Strategic Financial..., Event Planning, Investments, Due Diligence, Leadership, Public Speaking, Start-ups, Renewable Energy, Data Analysis, Management, Financial Analysis, Process Improvement, Policy, Energy, Research, Operations Management, Project Planning, Contract Management, Government, Contract Negotiation
Education
University of Colorado at Denver 2009 — 2010
Master of Science, Global Energy Management
Southern Nazarene University 1999 — 2001
Master of Science, Management
University of Central Oklahoma 1997 — 1999
Bachelor of Arts, Criminal Justice
Brevard Community College 1994 — 1996
Associate of Science, Legal Assisting
William Nork's Waddell & Reed Experience June 2015 - Present
Job Student at Elon University
Industry Financial Services
Experience
Waddell & Reed Financial Advisors June 2015 - Present
Waddell & Reed June 2015 - Present
Benefit Design Group June 2014 - Present
Steve's Pallets and Labor June 2013 - August 2013
Whittley's Garage June 2013 - August 2013
Skills
Microsoft Word, Microsoft Office, Microsoft Excel, PowerPoint, Business Development, Business Strategy, Entrepreneurship, Social Networking, Vehicles, Event Planning, Facebook, Financial Services, New Business Development, Leadership, Small Business, Sales, Management
Education
Elon University 2012 — 2016
Marketing/Marketing Management, General
Elon University
Waddell & Reed Financial Advisors June 2015 - Present
Waddell & Reed June 2015 - Present
Benefit Design Group June 2014 - Present
Steve's Pallets and Labor June 2013 - August 2013
Whittley's Garage June 2013 - August 2013
Skills
Microsoft Word, Microsoft Office, Microsoft Excel, PowerPoint, Business Development, Business Strategy, Entrepreneurship, Social Networking, Vehicles, Event Planning, Facebook, Financial Services, New Business Development, Leadership, Small Business, Sales, Management
Education
Elon University 2012 — 2016
Marketing/Marketing Management, General
Elon University
HILLEARY LOCKARD's Waddell & Reed Experience August 2001 - December 2004
Job M.S, Health Care Administration
Industry Hospital & Health Care
Experience
Iowa Bankers Insurance and Services, Inc. July 2015 - Present
Broadlawns Medical Center February 2009 - June 2015
Referral Recruiter August 2009 - May 2015
Aviva USA November 2007 - February 2008
Maxim Healthcare Services February 2005 - November 2007
Waddell & Reed August 2001 - December 2004
Skills
Healthcare, Customer Service, Hospitals, Healthcare Management, Public Speaking, Recruiting, Process..., EMR, Healthcare Information..., HIPAA, Clinical Research, Nonprofits, Patient Safety, Medicaid, Special Events, Financial Planning, Financial Services, Mutual Funds, Fixed Annuities, Variable Annuities, Revocable Trusts, Teaching, Estate Planning, Workers Compensation, Kronos Timekeeping, Candidate Marketing, Strategic Planning
Education
Des Moines Area Community College 2010 — 2011
LEAN /KAIZEN PROCESS IMPROVEMENT
University of St. Francis 1993 — 1998
Master of Science (M.S.), Health/Health Care Administration/Management
University of Iowa 1984 — 1989
Bachelor of Science (B.S.), Wellness, special events
Iowa Bankers Insurance and Services, Inc. July 2015 - Present
Broadlawns Medical Center February 2009 - June 2015
Referral Recruiter August 2009 - May 2015
Aviva USA November 2007 - February 2008
Maxim Healthcare Services February 2005 - November 2007
Waddell & Reed August 2001 - December 2004
Skills
Healthcare, Customer Service, Hospitals, Healthcare Management, Public Speaking, Recruiting, Process..., EMR, Healthcare Information..., HIPAA, Clinical Research, Nonprofits, Patient Safety, Medicaid, Special Events, Financial Planning, Financial Services, Mutual Funds, Fixed Annuities, Variable Annuities, Revocable Trusts, Teaching, Estate Planning, Workers Compensation, Kronos Timekeeping, Candidate Marketing, Strategic Planning
Education
Des Moines Area Community College 2010 — 2011
LEAN /KAIZEN PROCESS IMPROVEMENT
University of St. Francis 1993 — 1998
Master of Science (M.S.), Health/Health Care Administration/Management
University of Iowa 1984 — 1989
Bachelor of Science (B.S.), Wellness, special events
Kelli Mayer Kelli Mayer's Waddell & Reed Experience September 2012 - January 2013
Job Contract Analyst, Sr. Consultant at Booz Allen Hamilton
Industry Management Consulting
Experience
Booz Allen Hamilton June 2014 - Present
Booz Allen Hamilton January 2014 - June 2014
Waddell & Reed September 2012 - January 2013
Massage Envy August 2011 - August 2012
Skills
Customer Service, Public Speaking, Account Management, Collections, Hiring Practices, New Hire Training, Payroll, Client Relationship..., Microsoft Project, Microsoft Excel, Microsoft Word, Microsoft Powerpoint, CORE CRM, ACT! For Financial..., Millennium Database, Data Entry, Database Management, Human Resources, PowerPoint, Microsoft Office, Social Media
Education
Defense Acquisition University 2014 — 2014
Purchasing, Procurement/Acquisitions and Contracts Management
San Diego State University-California State University 2009 — 2014
Bachelor's Degree, Business Administration, Finance, International Security & Conflict Resolution, Graduate
The Berlin School of Economics and Law 2013 — 2013
International Finance
San Diego State University-California State University
College of Extended Studies, Contract Management
Booz Allen Hamilton June 2014 - Present
Booz Allen Hamilton January 2014 - June 2014
Waddell & Reed September 2012 - January 2013
Massage Envy August 2011 - August 2012
Skills
Customer Service, Public Speaking, Account Management, Collections, Hiring Practices, New Hire Training, Payroll, Client Relationship..., Microsoft Project, Microsoft Excel, Microsoft Word, Microsoft Powerpoint, CORE CRM, ACT! For Financial..., Millennium Database, Data Entry, Database Management, Human Resources, PowerPoint, Microsoft Office, Social Media
Education
Defense Acquisition University 2014 — 2014
Purchasing, Procurement/Acquisitions and Contracts Management
San Diego State University-California State University 2009 — 2014
Bachelor's Degree, Business Administration, Finance, International Security & Conflict Resolution, Graduate
The Berlin School of Economics and Law 2013 — 2013
International Finance
San Diego State University-California State University
College of Extended Studies, Contract Management
Denny Duncan Denny Duncan's Waddell & Reed Experience 2004 - 2005
Job Store manager at Tractor Supply Company
Industry Retail
Experience
Tractor Supply Company April 2009 - Present
K-Designers August 2008 - March 2009
DICK'S Sporting Goods 2005 - 2008
Waddell & Reed 2004 - 2005
Great-West Financial 2000 - 2004
Genuine Parts Company 1993 - 2000
Dana Holding Corporation 1986 - 1993
Skills
Retail, Customer Service, Merchandising, Inventory Management, Sales, Inventory Control, Visual Merchandising, Management, Loss Prevention, Retail Sales, Microsoft Office, Profit, Time Management, Team Building, Store Operations, Team Leadership, Store Management, P&L, Shrinkage, Sales Management, Training, Big Box
Education
Des Moines Area Community College 1974 — 1976
Associate of Arts and Sciences (A.A.S.)
Tractor Supply Company April 2009 - Present
K-Designers August 2008 - March 2009
DICK'S Sporting Goods 2005 - 2008
Waddell & Reed 2004 - 2005
Great-West Financial 2000 - 2004
Genuine Parts Company 1993 - 2000
Dana Holding Corporation 1986 - 1993
Skills
Retail, Customer Service, Merchandising, Inventory Management, Sales, Inventory Control, Visual Merchandising, Management, Loss Prevention, Retail Sales, Microsoft Office, Profit, Time Management, Team Building, Store Operations, Team Leadership, Store Management, P&L, Shrinkage, Sales Management, Training, Big Box
Education
Des Moines Area Community College 1974 — 1976
Associate of Arts and Sciences (A.A.S.)
Nathan Shanor's Waddell & Reed Experience 2013 - May 2013
Job VP of Operations & Sales
Industry Hospital & Health Care
Experience
iMedicare 2013 - Present
Waddell & Reed 2013 - May 2013
Nathan Shanor's Pet Sitting 2002 - 2012
Skills
Management, Strategy, Data Analysis, Leadership, Business Development, Research, Social Media Marketing, Customer Service
Education
Davidson College 2010 — 2014
Bachelor of Arts (B.A.), Economics
Druid Hills High School 2006 — 2010
International Baccalaureate Diploma, Honors Diploma
iMedicare 2013 - Present
Waddell & Reed 2013 - May 2013
Nathan Shanor's Pet Sitting 2002 - 2012
Skills
Management, Strategy, Data Analysis, Leadership, Business Development, Research, Social Media Marketing, Customer Service
Education
Davidson College 2010 — 2014
Bachelor of Arts (B.A.), Economics
Druid Hills High School 2006 — 2010
International Baccalaureate Diploma, Honors Diploma
Cory Dawkins Cory Dawkins's Waddell & Reed Experience August 2011 - May 2014
Job Retirement Income Planner, Insurance Advisor, Financial Accountability Partner, Financial & Investment Advisor
Industry Financial Services
Experience
Dawkins Financial Services May 2015 - Present
Lincoln Financial Securities May 2014 - Present
First Heartland Financial Group May 2014 - May 2015
Waddell & Reed August 2011 - May 2014
Wells Fargo March 2010 - August 2011
Technisource March 2010 - August 2011
Self Employed January 2010 - April 2010
Wellmark Blue Cross Blue Shield October 2006 - January 2010
Wellmark July 2006 - October 2006
Wellmark October 2001 - July 2006
Skills
Financial Services, Customer Service, Requirements Gathering, Retirement Planning, Insurance, Requirements Analysis, Problem Solving, Life & Health Insurance..., Series 7, Series 66, Health Insurance, Networking, Change Management, Marketing, Process Improvement, Information Technology, Leadership, Vendor Management, Business Analysis, Project Management, Information Security, Management, Customer Satisfaction, Program Management, Team Leadership, Analysis, Business Process..., Risk Management, Six Sigma, Consulting, Team Building, Strategic Planning, Sales
Education
Iowa State University 1995 — 1999
Management Information Systems, Minor in Philosophy
Des Moines Area Community College 1993 — 1995
AS, Associates of Science
Boone High School, Iowa 1990 — 1993
Diploma, General Education
Dawkins Financial Services May 2015 - Present
Lincoln Financial Securities May 2014 - Present
First Heartland Financial Group May 2014 - May 2015
Waddell & Reed August 2011 - May 2014
Wells Fargo March 2010 - August 2011
Technisource March 2010 - August 2011
Self Employed January 2010 - April 2010
Wellmark Blue Cross Blue Shield October 2006 - January 2010
Wellmark July 2006 - October 2006
Wellmark October 2001 - July 2006
Skills
Financial Services, Customer Service, Requirements Gathering, Retirement Planning, Insurance, Requirements Analysis, Problem Solving, Life & Health Insurance..., Series 7, Series 66, Health Insurance, Networking, Change Management, Marketing, Process Improvement, Information Technology, Leadership, Vendor Management, Business Analysis, Project Management, Information Security, Management, Customer Satisfaction, Program Management, Team Leadership, Analysis, Business Process..., Risk Management, Six Sigma, Consulting, Team Building, Strategic Planning, Sales
Education
Iowa State University 1995 — 1999
Management Information Systems, Minor in Philosophy
Des Moines Area Community College 1993 — 1995
AS, Associates of Science
Boone High School, Iowa 1990 — 1993
Diploma, General Education
David Seifers, CLU®, ChFC® David Seifers, CLU®, ChFC®'s Waddell & Reed Experience June 2000 - May 2002
Job Vice President, Insurance Marketing
Industry Financial Services
Experience
Wells Fargo Advisors April 2013 - Present
Ameriprise Financial Services, Inc. January 2011 - November 2012
Ameriprise Financial Services, Inc. January 2009 - January 2011
H&R Block Financial Advisors May 2007 - January 2009
H&R Block Financial Advisors May 2005 - May 2007
H&R Block Financial Advisors September 2003 - May 2005
Edward Jones May 2002 - August 2003
Waddell & Reed June 2000 - May 2002
Skills
Product Management, Product Development, Product Marketing, Variable Annuities, Retirement Planning, Financial Services, Life Insurance, Leadership, DTC, AnnuityNet, ThomsonOne, Operations Management, CLU, Sales, Strategy, Mutual Funds, Wealth Management, Retirement, Finance, FINRA, Wealth, Fixed Annuities, Bonds, Analysis, Recruiting, Marketing, Integration, Series 63, Management, Investments, Insurance, Cross-functional Team..., Series 7, Strategic Planning
Education
Park University
Business Administration, Finance
Embry-Riddle Aeronautical University
Civil Engineering
Wells Fargo Advisors April 2013 - Present
Ameriprise Financial Services, Inc. January 2011 - November 2012
Ameriprise Financial Services, Inc. January 2009 - January 2011
H&R Block Financial Advisors May 2007 - January 2009
H&R Block Financial Advisors May 2005 - May 2007
H&R Block Financial Advisors September 2003 - May 2005
Edward Jones May 2002 - August 2003
Waddell & Reed June 2000 - May 2002
Skills
Product Management, Product Development, Product Marketing, Variable Annuities, Retirement Planning, Financial Services, Life Insurance, Leadership, DTC, AnnuityNet, ThomsonOne, Operations Management, CLU, Sales, Strategy, Mutual Funds, Wealth Management, Retirement, Finance, FINRA, Wealth, Fixed Annuities, Bonds, Analysis, Recruiting, Marketing, Integration, Series 63, Management, Investments, Insurance, Cross-functional Team..., Series 7, Strategic Planning
Education
Park University
Business Administration, Finance
Embry-Riddle Aeronautical University
Civil Engineering
Nick Swanson's Waddell & Reed Experience June 2011 - August 2012
Job MS(F) at Purdue University, Fulltime Seeking
Industry Financial Services
Experience
Textron - Beechcraft September 2013 - June 2015
Waters True Value Hardware May 2013 - August 2013
Waddell & Reed June 2011 - August 2012
Sunflower Bank May 2010 - August 2010
Skills
Finance, Risk Management, Microsoft Office, Customer Service, C Language, Financial Reporting, Bid Pricing, MATLAB, SAP ERP, Hyperion Planning, Essbase
Education
Wichita State University 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance, Mathematics Minor
Fachhochschule Wiener Neustadt 2012 — 2013
Study Abroad Courses, Business Administration, Consultancy
Purdue University - Krannert School of Management 2015 — 2016
Master of Science (MSc), Finance
Textron - Beechcraft September 2013 - June 2015
Waters True Value Hardware May 2013 - August 2013
Waddell & Reed June 2011 - August 2012
Sunflower Bank May 2010 - August 2010
Skills
Finance, Risk Management, Microsoft Office, Customer Service, C Language, Financial Reporting, Bid Pricing, MATLAB, SAP ERP, Hyperion Planning, Essbase
Education
Wichita State University 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance, Mathematics Minor
Fachhochschule Wiener Neustadt 2012 — 2013
Study Abroad Courses, Business Administration, Consultancy
Purdue University - Krannert School of Management 2015 — 2016
Master of Science (MSc), Finance
JESSICA JOHNSON (JJ)'s Waddell & Reed Experience
Job Administrative Assistant/Recruiting Coordinator at Waddell & Reed
Industry Financial Services
Experience
Waddell & Reed
Skills
Microsoft Excel, Customer Service, Microsoft Word, PowerPoint, Social Media, Public Speaking, Teamwork, Sales, Research, Social Networking, Microsoft Office
Education
Darton College 2014 — 2016
Associate of Science (A.S.), Health information technology
Olympic College 2006 — 2009
Associate’s Degree, Liberal Arts and Sciences/Liberal Studies- Environmental Sciences
Waddell & Reed
Skills
Microsoft Excel, Customer Service, Microsoft Word, PowerPoint, Social Media, Public Speaking, Teamwork, Sales, Research, Social Networking, Microsoft Office
Education
Darton College 2014 — 2016
Associate of Science (A.S.), Health information technology
Olympic College 2006 — 2009
Associate’s Degree, Liberal Arts and Sciences/Liberal Studies- Environmental Sciences
Jessica Sotto's Waddell & Reed Experience October 2014 - December 2014
Job Junior Accountant at The Shammas Group
Industry Accounting
Experience
The Shammas Group June 2015 - Present
Northwest Excavating Inc. March 2015 - May 2015
University of California, Riverside June 2013 - May 2015
Waddell & Reed October 2014 - December 2014
Church of Christ (Iglesia ni Cristo) January 2014 - December 2014
Northwest Excavating Inc. July 2014 - September 2014
Running Club at UCR June 2013 - June 2014
Church of Christ (Iglesia ni Cristo) January 2012 - December 2013
Northwest Excavating Inc. September 2013 - September 2013
Skills
Accounting, Public Relations, Microsoft Word, Team Leadership, Microsoft Excel, Payroll, Event Planning, Microsoft Office, Photoshop CS2, Windows 7, Data Entry, Financial Analysis, Photoshop, Public Speaking, Marketing Strategy, Adaptability, Internal Controls, Teamwork, Contract Management, PowerPoint, Tableau, Sony Vegas Video, Sage Timberline Office, 10 Key, Customer Service, QuickBooks, Yardi Property..., Yardi Voyager
Education
De Anza College
Foothill College
Accounting and Related Services
University of California, Riverside 2011 — 2015
Bachelor of Science (B.S.), Accounting and Auditing
The Shammas Group June 2015 - Present
Northwest Excavating Inc. March 2015 - May 2015
University of California, Riverside June 2013 - May 2015
Waddell & Reed October 2014 - December 2014
Church of Christ (Iglesia ni Cristo) January 2014 - December 2014
Northwest Excavating Inc. July 2014 - September 2014
Running Club at UCR June 2013 - June 2014
Church of Christ (Iglesia ni Cristo) January 2012 - December 2013
Northwest Excavating Inc. September 2013 - September 2013
Skills
Accounting, Public Relations, Microsoft Word, Team Leadership, Microsoft Excel, Payroll, Event Planning, Microsoft Office, Photoshop CS2, Windows 7, Data Entry, Financial Analysis, Photoshop, Public Speaking, Marketing Strategy, Adaptability, Internal Controls, Teamwork, Contract Management, PowerPoint, Tableau, Sony Vegas Video, Sage Timberline Office, 10 Key, Customer Service, QuickBooks, Yardi Property..., Yardi Voyager
Education
De Anza College
Foothill College
Accounting and Related Services
University of California, Riverside 2011 — 2015
Bachelor of Science (B.S.), Accounting and Auditing
Cody Fried's Waddell & Reed Experience May 2013 - August 2013
Job Trade Services Representative at US Bank
Industry Financial Services
Experience
US Bank July 2015 - Present
Waddell & Reed May 2013 - August 2013
Skills
Stock Trading, Stock Market Analysis, Fundamental Analysis, Leadership, Public Speaking, Networking, Microsoft Office, Microsoft Excel, Financial Analysis, Investments, Social Networking
Education
Concordia University-Portland 2011 — 2015
Bachelor of Arts (B.A.), Accounting and Finance, Senior
US Bank July 2015 - Present
Waddell & Reed May 2013 - August 2013
Skills
Stock Trading, Stock Market Analysis, Fundamental Analysis, Leadership, Public Speaking, Networking, Microsoft Office, Microsoft Excel, Financial Analysis, Investments, Social Networking
Education
Concordia University-Portland 2011 — 2015
Bachelor of Arts (B.A.), Accounting and Finance, Senior
Veronique Pineau Veronique Pineau's Waddell & Reed Experience July 2003 - January 2005
Job Certified Dog Trainer at SixPaws Dog School
Industry Consumer Services
Experience
SixPaws Dog School January 2014 - Present
Masimo Corporation July 2012 - July 2013
Stonehage April 2010 - June 2012
Accelerize New Media June 2007 - February 2009
PremierOne Insurance September 2006 - June 2007
Steel Series December 2005 - September 2006
Waddell & Reed July 2003 - January 2005
UBS Wealth Management May 2001 - June 2002
MetLife June 1992 - April 2001
Morgan Stanley June 1992 - June 1993
Skills
Financial Reporting, Accounting, Account Reconciliation, QuickBooks, Internal Audit, Financial Accounting
Education
New York University 1999 — 2000
Financial Planning Certificate, Financial Planning
Columbia University in the City of New York 1983 — 1986
B.A., Computer Science
SixPaws Dog School January 2014 - Present
Masimo Corporation July 2012 - July 2013
Stonehage April 2010 - June 2012
Accelerize New Media June 2007 - February 2009
PremierOne Insurance September 2006 - June 2007
Steel Series December 2005 - September 2006
Waddell & Reed July 2003 - January 2005
UBS Wealth Management May 2001 - June 2002
MetLife June 1992 - April 2001
Morgan Stanley June 1992 - June 1993
Skills
Financial Reporting, Accounting, Account Reconciliation, QuickBooks, Internal Audit, Financial Accounting
Education
New York University 1999 — 2000
Financial Planning Certificate, Financial Planning
Columbia University in the City of New York 1983 — 1986
B.A., Computer Science
Jennifer Strickler Jennifer Strickler's Waddell & Reed Experience October 2011 - January 2013
Job Mortgage Processor at Prospect Mortgage, LLC
Industry Financial Services
Experience
Prospect Mortgage, LLC March 2015 - Present
Trident Mortgage Company, LP January 2013 - March 2015
Waddell & Reed October 2011 - January 2013
Morgan Stanley June 2010 - September 2011
Trident Insurance Agency September 2006 - June 2010
Trident Mortgage Company, LP November 2004 - September 2006
Susquehanna Valley Pregnancy Services March 1999 - September 2004
Skills
Customer-focused Service, Customer Communication, Mortgage Lending, Residential Mortgages, Mortgage Servicing, Mortgage Industry, FHA Financing, VA Loans, Conventional Financing, Strategic Communications, Public Speaking, Loans, Finance, Credit, Refinance
Education
Elizabethtown College 2000 — 2010
Associate's Degree, Business Administration and Management, General
Prospect Mortgage, LLC March 2015 - Present
Trident Mortgage Company, LP January 2013 - March 2015
Waddell & Reed October 2011 - January 2013
Morgan Stanley June 2010 - September 2011
Trident Insurance Agency September 2006 - June 2010
Trident Mortgage Company, LP November 2004 - September 2006
Susquehanna Valley Pregnancy Services March 1999 - September 2004
Skills
Customer-focused Service, Customer Communication, Mortgage Lending, Residential Mortgages, Mortgage Servicing, Mortgage Industry, FHA Financing, VA Loans, Conventional Financing, Strategic Communications, Public Speaking, Loans, Finance, Credit, Refinance
Education
Elizabethtown College 2000 — 2010
Associate's Degree, Business Administration and Management, General
Amanda Cerise Amanda Cerise's Waddell & Reed Experience December 2004 - June 2005
Job Environmental Specialist
Industry Renewables & Environment
Experience
Lincoln Electric System April 2013 - October 2014
Island County Health Department 2008 - 2011
Waddell & Reed December 2004 - June 2005
Naval Station Newport December 2003 - April 2004
Island County Health Department June 2002 - July 2003
Eco-Scientific Solutions, Inc May 2001 - September 2001
Knight Engineering, Inc. December 1999 - May 2001
Skills
Environmental Awareness, Software Documentation, Training, Program Management, Access, Water Quality, Quality Assurance, Community Outreach, Wetlands, Process Scheduler, Grant Writing, Water, Field Work, Stormwater Management, Soil, Data Collection, Inspection
Education
Delaware Valley College 1995 — 1999
Bachelor of Science (BS), Agronomy and Environmental Science
Lincoln Electric System April 2013 - October 2014
Island County Health Department 2008 - 2011
Waddell & Reed December 2004 - June 2005
Naval Station Newport December 2003 - April 2004
Island County Health Department June 2002 - July 2003
Eco-Scientific Solutions, Inc May 2001 - September 2001
Knight Engineering, Inc. December 1999 - May 2001
Skills
Environmental Awareness, Software Documentation, Training, Program Management, Access, Water Quality, Quality Assurance, Community Outreach, Wetlands, Process Scheduler, Grant Writing, Water, Field Work, Stormwater Management, Soil, Data Collection, Inspection
Education
Delaware Valley College 1995 — 1999
Bachelor of Science (BS), Agronomy and Environmental Science
Monique Schneider-Ortiz Monique Schneider-Ortiz's Waddell & Reed Experience June 2007 - July 2008
Job People Operations Specialist @ Pluralsight
Industry E-Learning
Experience
Pluralsight October 2014 - Present
Intuit September 2010 - September 2014
GAINSystems, Inc. February 2009 - September 2010
Amada America July 2008 - December 2008
Waddell & Reed June 2007 - July 2008
Skills
Microsoft Office, Typing, Quickbooks, Mac, Databases, Payroll, QuickBooks, Administration, Program Management, Strategic Planning, Leadership, International Logistics, Executive..., Organizational..., Budget Process, Event Planning, Budget Forecasts, Management, Human Resources, Budgets, Customer Service, Microsoft Excel, Team Building, Project Management, Process Improvement, Training, Team Leadership
Education
Columbia College 2011 — 2013
Bachelors of Science, Business Administration - Human Resources and Management
Pluralsight October 2014 - Present
Intuit September 2010 - September 2014
GAINSystems, Inc. February 2009 - September 2010
Amada America July 2008 - December 2008
Waddell & Reed June 2007 - July 2008
Skills
Microsoft Office, Typing, Quickbooks, Mac, Databases, Payroll, QuickBooks, Administration, Program Management, Strategic Planning, Leadership, International Logistics, Executive..., Organizational..., Budget Process, Event Planning, Budget Forecasts, Management, Human Resources, Budgets, Customer Service, Microsoft Excel, Team Building, Project Management, Process Improvement, Training, Team Leadership
Education
Columbia College 2011 — 2013
Bachelors of Science, Business Administration - Human Resources and Management
Elaine Yost Coleman Elaine Yost Coleman's Waddell & Reed Experience February 2013 - Present
Job Senior Retirement Plan Regulatory Specialist Human Resources | Accountant
Industry Human Resources
Experience
Waddell & Reed February 2013 - Present
Husch Blackwell LLP June 2005 - February 2013
Husch Blackwell LLP October 2000 - June 2005
Husch Blackwell LLP December 1994 - October 2000
Skills
Legal Compliance, ERISA, Ceridian Payroll System, Financial Reporting, Corporate Budgeting, Financial Analysis, Mergers, Auditing, Account Reconciliation, Accounts Receivable, Accounts Payable
Education
Emporia State University
Bachelor of Science (B.S.), Accounting
Rockhurst University 1999 — 2002
Master of Business Administration (M.B.A.), Emphasis in Finance
Waddell & Reed February 2013 - Present
Husch Blackwell LLP June 2005 - February 2013
Husch Blackwell LLP October 2000 - June 2005
Husch Blackwell LLP December 1994 - October 2000
Skills
Legal Compliance, ERISA, Ceridian Payroll System, Financial Reporting, Corporate Budgeting, Financial Analysis, Mergers, Auditing, Account Reconciliation, Accounts Receivable, Accounts Payable
Education
Emporia State University
Bachelor of Science (B.S.), Accounting
Rockhurst University 1999 — 2002
Master of Business Administration (M.B.A.), Emphasis in Finance
Samantha Maiarana Samantha Maiarana's Waddell & Reed Experience January 2013 - May 2013
Job HR Assistant
Industry Human Resources
Experience
Daemen College May 2014 - Present
Daemen College August 2012 - May 2014
Daemen College February 2011 - May 2014
ATTO Technology, Inc. January 2014 - April 2014
Waddell & Reed January 2013 - May 2013
Skills
Public Speaking, Outstanding..., Open Minded, Friendly Personality, Highly Dedicated, Leadership Development, Team Building, Fundraising, Tutoring, Sales, Telephone Skills, Microsoft Office, Microsoft Excel, Microsoft Word, Human Resources, Customer Service, PowerPoint, Time Management, Event Planning, Leadership
Education
Daemen College 2010 — 2014
Bachelor of Science (BS), Business Administration, HR specialization
Daemen College May 2014 - Present
Daemen College August 2012 - May 2014
Daemen College February 2011 - May 2014
ATTO Technology, Inc. January 2014 - April 2014
Waddell & Reed January 2013 - May 2013
Skills
Public Speaking, Outstanding..., Open Minded, Friendly Personality, Highly Dedicated, Leadership Development, Team Building, Fundraising, Tutoring, Sales, Telephone Skills, Microsoft Office, Microsoft Excel, Microsoft Word, Human Resources, Customer Service, PowerPoint, Time Management, Event Planning, Leadership
Education
Daemen College 2010 — 2014
Bachelor of Science (BS), Business Administration, HR specialization
Kristen Keith Kristen Keith's Waddell & Reed Experience January 2015 - Present
Job Interactive Marketing Specialist, Waddell & Reed
Industry Marketing and Advertising
Experience
Waddell & Reed January 2015 - Present
Merlin Entertainments plc February 2014 - January 2015
National MS Society May 2012 - January 2014
National MS Society June 2011 - May 2012
The Mirror - Drury University Newspaper September 2010 - May 2012
Skills
Microsoft Office, Event Planning, Social Media, Customer Service, Facebook, Social Networking, Public Speaking, Public Relations, Fundraising, PowerPoint, Time Management, Social Media Marketing, Web Content Management, Mobile Messaging..., Adobe Creative Suite, Writing, Marketing Communications, Marketing, Event Management
Education
Drury University 2008 — 2012
Bachelor of Arts (B.A.), Public Relations and Advertising; Global Perspectives
Waddell & Reed January 2015 - Present
Merlin Entertainments plc February 2014 - January 2015
National MS Society May 2012 - January 2014
National MS Society June 2011 - May 2012
The Mirror - Drury University Newspaper September 2010 - May 2012
Skills
Microsoft Office, Event Planning, Social Media, Customer Service, Facebook, Social Networking, Public Speaking, Public Relations, Fundraising, PowerPoint, Time Management, Social Media Marketing, Web Content Management, Mobile Messaging..., Adobe Creative Suite, Writing, Marketing Communications, Marketing, Event Management
Education
Drury University 2008 — 2012
Bachelor of Arts (B.A.), Public Relations and Advertising; Global Perspectives
Paul Von Steenburg, CFA, CAIA Paul Von Steenburg, CFA, CAIA's Waddell & Reed Experience June 2003 - August 2003
Job Managing Director at Commonfund
Industry Financial Services
Experience
Commonfund July 2007 - Present
Wilshire Associates September 2004 - June 2007
Waddell & Reed June 2003 - August 2003
Instinet Incorporated August 1997 - June 2002
Skills
Portfolio Management, Investments, Emerging Markets, Asset Allocation, Portfolio Construction, Manager Due Diligence, Client Portfolio..., Endowments, Alternative Investments, Investment Strategies, Investment Advisory, Hedge Funds, Investment Management, Trading, Asset Management, Fund Of Funds, Equities, Fixed Income, Private Equity, Due Diligence
Education
Cornell University - Johnson Graduate School of Management 2002 — 2004
MBA, Finance
Rutgers, The State University of New Jersey-New Brunswick 1991 — 1995
B.S., Environmental & Business Economics
Chartered Alternative Investment Analyst (CAIA)
Chartered Financial Analyst (CFA)
Commonfund July 2007 - Present
Wilshire Associates September 2004 - June 2007
Waddell & Reed June 2003 - August 2003
Instinet Incorporated August 1997 - June 2002
Skills
Portfolio Management, Investments, Emerging Markets, Asset Allocation, Portfolio Construction, Manager Due Diligence, Client Portfolio..., Endowments, Alternative Investments, Investment Strategies, Investment Advisory, Hedge Funds, Investment Management, Trading, Asset Management, Fund Of Funds, Equities, Fixed Income, Private Equity, Due Diligence
Education
Cornell University - Johnson Graduate School of Management 2002 — 2004
MBA, Finance
Rutgers, The State University of New Jersey-New Brunswick 1991 — 1995
B.S., Environmental & Business Economics
Chartered Alternative Investment Analyst (CAIA)
Chartered Financial Analyst (CFA)
Karl Kime Karl Kime's Waddell & Reed Experience June 2013 - July 2015
Job Financial Advisor at Simmons First Investment Group, Inc.
Industry Financial Services
Experience
Simmons First Investment Group, Inc. July 2015 - Present
Waddell & Reed June 2013 - July 2015
Wells Fargo Advisors LLC October 2011 - June 2013
DomesticAide, Inc. May 2002 - March 2011
UPS Freight May 1998 - May 2002
Roadway Express August 1994 - May 1998
Skills
Retirement Planning, Wealth Management, Investment Strategies, Investments, Life Insurance, Fixed Annuities, Portfolio Management, Term Life Insurance, Long-term Care, 401k, Mutual Funds, Retirement, Securities, IRAs, Investment Advisory, Estate Planning, Series 7, Finance, Strategic Financial..., Disability Insurance, Asset Allocation, Wealth, Small Business
Education
Drury University 1990 — 1994
BA, Business Administration
Simmons First Investment Group, Inc. July 2015 - Present
Waddell & Reed June 2013 - July 2015
Wells Fargo Advisors LLC October 2011 - June 2013
DomesticAide, Inc. May 2002 - March 2011
UPS Freight May 1998 - May 2002
Roadway Express August 1994 - May 1998
Skills
Retirement Planning, Wealth Management, Investment Strategies, Investments, Life Insurance, Fixed Annuities, Portfolio Management, Term Life Insurance, Long-term Care, 401k, Mutual Funds, Retirement, Securities, IRAs, Investment Advisory, Estate Planning, Series 7, Finance, Strategic Financial..., Disability Insurance, Asset Allocation, Wealth, Small Business
Education
Drury University 1990 — 1994
BA, Business Administration
Jerry Charter Jerry Charter's Waddell & Reed Experience 1982 - 1988
Job
Industry
Experience
VSC Sports 2001 - 2008
Waddell & Reed 1982 - 1988
U.S. Securities and Exchange Commission 1975 - 1979
Education
Eastern Michigan University 1972 — 1975
Master of Business Administration (MBA), Accounting and Finance
University of Michigan College of Literature, Science, and the Arts 1965 — 1969
Bachelor's degree, Economics, minor Political Science
VSC Sports 2001 - 2008
Waddell & Reed 1982 - 1988
U.S. Securities and Exchange Commission 1975 - 1979
Education
Eastern Michigan University 1972 — 1975
Master of Business Administration (MBA), Accounting and Finance
University of Michigan College of Literature, Science, and the Arts 1965 — 1969
Bachelor's degree, Economics, minor Political Science
Kai Jia's Waddell & Reed Experience September 2014 - September 2014
Job Incoming Actuarial Consulting Intern at Aon Hewitt
Industry Management Consulting
Experience
Aon Hewitt June 2015 - August 2015
Waddell & Reed September 2014 - September 2014
Envision Charlotte June 2014 - July 2014
Davidson College August 2013 - May 2014
Shenqiao Advisory Inc. April 2012 - April 2014
ZINCH June 2013 - August 2013
Education
Davidson College 2012 — 2016
Bachelor of Science, Mathematics
University of Oxford 2014 — 2015
Selected Coursework: Physical Chemistry, Analysis, Probability, Statistics
Zhengzhou Foreign Language School
Aon Hewitt June 2015 - August 2015
Waddell & Reed September 2014 - September 2014
Envision Charlotte June 2014 - July 2014
Davidson College August 2013 - May 2014
Shenqiao Advisory Inc. April 2012 - April 2014
ZINCH June 2013 - August 2013
Education
Davidson College 2012 — 2016
Bachelor of Science, Mathematics
University of Oxford 2014 — 2015
Selected Coursework: Physical Chemistry, Analysis, Probability, Statistics
Zhengzhou Foreign Language School
Daniel Mays Daniel Mays's Waddell & Reed Experience July 2011 - February 2012
Job IT Associate with ICONMA
Industry Information Technology and Services
Experience
ICONMA February 2015 - Present
Rainier Photo Booth August 2014 - Present
HCL Technologies February 2012 - December 2013
Waddell & Reed July 2011 - February 2012
Volt Information Sciences October 2011 - December 2011
Skills
Oracle E-Business Suite, Data Analysis, Databases, Business Intelligence, Troubleshooting, Employee Training, Hands-on Training, Customer Service
Education
Eastern Washington University 2006 — 2011
Bachelor, Management Information Systems
ICONMA February 2015 - Present
Rainier Photo Booth August 2014 - Present
HCL Technologies February 2012 - December 2013
Waddell & Reed July 2011 - February 2012
Volt Information Sciences October 2011 - December 2011
Skills
Oracle E-Business Suite, Data Analysis, Databases, Business Intelligence, Troubleshooting, Employee Training, Hands-on Training, Customer Service
Education
Eastern Washington University 2006 — 2011
Bachelor, Management Information Systems
Beth McNellis Lammers, PMP Beth McNellis Lammers, PMP's Waddell & Reed Experience 2003 - 2005
Job Project Manager/CRM Analyst at Bayer Corporation
Industry Health, Wellness and Fitness
Experience
Bayer Business Services 2005 - Present
Waddell & Reed 2003 - 2005
Tier1 Innovation 2001 - 2003
Amdocs 1999 - 2001
Lockheed Martin 1989 - 1999
General Electric 1987 - 1989
Skills
Project Management, Cross-functional Team..., Business Process..., Requirements Analysis, Requirements Gathering, SDLC, Change Management, SaaS, Data Modeling, CRM, Data Warehousing, HTML, VBScript, EAI, Testing, Quality Assurance, Informatica, Siebel, Management, Databases, JavaScript, XML, Business Analysis, Business Intelligence
Education
Drexel University 1983 — 1987
BS, Electrical Engineering
Immaculata University 1982 — 1983
Math/Comp Sci
Methacton High School 1978 — 1982
Bayer Business Services 2005 - Present
Waddell & Reed 2003 - 2005
Tier1 Innovation 2001 - 2003
Amdocs 1999 - 2001
Lockheed Martin 1989 - 1999
General Electric 1987 - 1989
Skills
Project Management, Cross-functional Team..., Business Process..., Requirements Analysis, Requirements Gathering, SDLC, Change Management, SaaS, Data Modeling, CRM, Data Warehousing, HTML, VBScript, EAI, Testing, Quality Assurance, Informatica, Siebel, Management, Databases, JavaScript, XML, Business Analysis, Business Intelligence
Education
Drexel University 1983 — 1987
BS, Electrical Engineering
Immaculata University 1982 — 1983
Math/Comp Sci
Methacton High School 1978 — 1982
David Rathgeb CFP® David Rathgeb CFP®'s Waddell & Reed Experience September 2001 - April 2006
Job Unbiased and completely independent trusted financial advisor
Industry Financial Services
Experience
Eaton Income Solutions July 2009 - Present
National Penn Bank April 2006 - May 2009
Waddell & Reed September 2001 - April 2006
Education
Drexel University 1984 — 1990
BS, Hotel Restaurant Management
Eaton Income Solutions July 2009 - Present
National Penn Bank April 2006 - May 2009
Waddell & Reed September 2001 - April 2006
Education
Drexel University 1984 — 1990
BS, Hotel Restaurant Management
William Gunter William Gunter's Waddell & Reed Experience January 2005 - January 2013
Job Financial Representative at COUNTRY Financial®
Industry Insurance
Experience
COUNTRY Financial® July 2013 - October 2014
Waddell & Reed January 2005 - January 2013
The Gunter Financial Group , LLC June 2009 - February 2012
Skills
Wealth Accumulation, Retirement Planning, Life Insurance, IRAs, Fixed Annuities, Retirement, Strategic Financial..., Disability Insurance, Long Term Care Insurance, Mutual Funds, Insurance, Wealth Management, Term Life Insurance, Investments, Series 7, Estate Planning, Series 63, Financial Planners, Long-term Care, Financial Advisory
Education
DeVry University 1987 — 1992
Bachelor of Science (BS), Business and Personal/Financial Services Marketing Operations, graduated
John Marshall Harlan H.S. 1972 — 1976
COUNTRY Financial® July 2013 - October 2014
Waddell & Reed January 2005 - January 2013
The Gunter Financial Group , LLC June 2009 - February 2012
Skills
Wealth Accumulation, Retirement Planning, Life Insurance, IRAs, Fixed Annuities, Retirement, Strategic Financial..., Disability Insurance, Long Term Care Insurance, Mutual Funds, Insurance, Wealth Management, Term Life Insurance, Investments, Series 7, Estate Planning, Series 63, Financial Planners, Long-term Care, Financial Advisory
Education
DeVry University 1987 — 1992
Bachelor of Science (BS), Business and Personal/Financial Services Marketing Operations, graduated
John Marshall Harlan H.S. 1972 — 1976
Christine Pinnell Christine Pinnell's Waddell & Reed Experience October 2006 - February 2013
Job Financial Analyst
Industry Financial Services
Experience
Quintiles April 2015 - Present
Black & Veatch February 2013 - March 2015
Waddell & Reed October 2006 - February 2013
Skills
Financial Reporting, Financial Statement..., Accounting, Financial Statements, Mutual Funds, Account Reconciliation, Financial Accounting, Investments, Investment Companies, Tax Preparation, General Ledger, Internal Controls, Project Management, Microsoft Excel, Financial Analysis, Budgets, Microsoft Office, Analysis, PowerPoint
Education
Emporia State University 2004 — 2006
Bachelor's degree, Accounting
Johnson County Community College 2002 — 2004
Associate of Arts (A.A.)
Quintiles April 2015 - Present
Black & Veatch February 2013 - March 2015
Waddell & Reed October 2006 - February 2013
Skills
Financial Reporting, Financial Statement..., Accounting, Financial Statements, Mutual Funds, Account Reconciliation, Financial Accounting, Investments, Investment Companies, Tax Preparation, General Ledger, Internal Controls, Project Management, Microsoft Excel, Financial Analysis, Budgets, Microsoft Office, Analysis, PowerPoint
Education
Emporia State University 2004 — 2006
Bachelor's degree, Accounting
Johnson County Community College 2002 — 2004
Associate of Arts (A.A.)
Timothy Malloy, Esq. Timothy Malloy, Esq.'s Waddell & Reed Experience October 2008 - July 2009
Job Georgetown Law
Industry Higher Education
Experience
Dodson & Chase, LLC June 2012 - April 2013
Office of Chapter 13 Trustee WDPA January 2012 - May 2012
Grossman Yanak & Ford LLP January 2012 - April 2012
Horty Springer September 2011 - October 2011
Berks County District Attorney's Office June 2011 - August 2011
Lowes Home Improvement October 2009 - April 2010
Waddell & Reed October 2008 - July 2009
Skills
Courts, Bankruptcy, Legal Research, Criminal Law, Wills, Research, Legal Writing, Westlaw, Litigation, Litigation Support, Customer Service, Appeals, Estate Planning, Public Speaking, Strategic Financial..., Real Estate, Public Policy
Education
Georgetown University Law Center 2013 — 2014
Master of Laws (LLM), Taxation
Duquesne University School of Law 2010 — 2013
Juris Doctor, Cum Laude
Pennsylvania State University, State College
B.S; of, Economics; Liberal Arts
Spanish (College of Liberal
Arts
University of Salamanca
Dodson & Chase, LLC June 2012 - April 2013
Office of Chapter 13 Trustee WDPA January 2012 - May 2012
Grossman Yanak & Ford LLP January 2012 - April 2012
Horty Springer September 2011 - October 2011
Berks County District Attorney's Office June 2011 - August 2011
Lowes Home Improvement October 2009 - April 2010
Waddell & Reed October 2008 - July 2009
Skills
Courts, Bankruptcy, Legal Research, Criminal Law, Wills, Research, Legal Writing, Westlaw, Litigation, Litigation Support, Customer Service, Appeals, Estate Planning, Public Speaking, Strategic Financial..., Real Estate, Public Policy
Education
Georgetown University Law Center 2013 — 2014
Master of Laws (LLM), Taxation
Duquesne University School of Law 2010 — 2013
Juris Doctor, Cum Laude
Pennsylvania State University, State College
B.S; of, Economics; Liberal Arts
Spanish (College of Liberal
Arts
University of Salamanca
Austin Forte's Waddell & Reed Experience March 2015 - May 2015
Job Drake Alum!
Industry Financial Services
Experience
Voya Financial May 2015 - Present
Waddell & Reed March 2015 - May 2015
Jersey Mike's Subs May 2013 - January 2015
Target June 2014 - August 2014
Target February 2014 - June 2014
Drake University October 2013 - May 2014
First American Bank August 2013 - April 2014
Pier 1 Imports May 2011 - December 2013
Jersey Mike's Subs May 2011 - June 2013
Wituk Martial Arts February 2010 - January 2013
Skills
Customer Service, Leadership, Public Speaking, Time Management, Teamwork, Leadership Development, Access, Critical Thinking, Retail, Microsoft Word, Microsoft Excel, Event Planning, Facebook, Microsoft Office, Social Media, Social Networking, PowerPoint, Data Entry, Accounting, Research, Sales, Inventory Management, Training, Restaurants, Cashiering, Martial Arts, Phone Etiquette, Telephone Skills, Team-oriented, Problem Solving, Entrepreneurship..., Dependable Team Player, Calculus, Financial Analysis
Education
Drake University 2011 — 2015
Bachelor’s Degree, Finance, 3.7
Batavia High School 2007 — 2011
High School Diploma, Business, 3.8
Voya Financial May 2015 - Present
Waddell & Reed March 2015 - May 2015
Jersey Mike's Subs May 2013 - January 2015
Target June 2014 - August 2014
Target February 2014 - June 2014
Drake University October 2013 - May 2014
First American Bank August 2013 - April 2014
Pier 1 Imports May 2011 - December 2013
Jersey Mike's Subs May 2011 - June 2013
Wituk Martial Arts February 2010 - January 2013
Skills
Customer Service, Leadership, Public Speaking, Time Management, Teamwork, Leadership Development, Access, Critical Thinking, Retail, Microsoft Word, Microsoft Excel, Event Planning, Facebook, Microsoft Office, Social Media, Social Networking, PowerPoint, Data Entry, Accounting, Research, Sales, Inventory Management, Training, Restaurants, Cashiering, Martial Arts, Phone Etiquette, Telephone Skills, Team-oriented, Problem Solving, Entrepreneurship..., Dependable Team Player, Calculus, Financial Analysis
Education
Drake University 2011 — 2015
Bachelor’s Degree, Finance, 3.7
Batavia High School 2007 — 2011
High School Diploma, Business, 3.8
Anthony Ibarra's Waddell & Reed Experience October 2014 - Present
Job Corporate Actions at Waddell & Reed
Industry Financial Services
Experience
Waddell & Reed October 2014 - Present
Sprint by Wireless Lifestyle December 2013 - October 2014
AT&T August 2012 - July 2013
RadioShack October 2009 - August 2012
US Army February 2001 - February 2009
Skills
Customer Service, Sales, Sales Management, Sales Operations, Customer Support, Military Experience, Management, Customer Retention, Time Management, Microsoft Word, Retail Sales, Profit, Store Management, Microsoft Office, Leadership, Microsoft Excel, Team Leadership, Retail
Education
Emporia State University 2005 — 2010
Bachelor of Arts (BA), Political Science
Waddell & Reed October 2014 - Present
Sprint by Wireless Lifestyle December 2013 - October 2014
AT&T August 2012 - July 2013
RadioShack October 2009 - August 2012
US Army February 2001 - February 2009
Skills
Customer Service, Sales, Sales Management, Sales Operations, Customer Support, Military Experience, Management, Customer Retention, Time Management, Microsoft Word, Retail Sales, Profit, Store Management, Microsoft Office, Leadership, Microsoft Excel, Team Leadership, Retail
Education
Emporia State University 2005 — 2010
Bachelor of Arts (BA), Political Science
Fowler Jones Fowler Jones's Waddell & Reed Experience 1997 - 1998
Job IT Manager at Burns & McDonnell
Industry Civil Engineering
Experience
Burns & McDonnell 2011 - Present
HP Enterprise Services 2008 - 2011
EDS Group 2006 - 2008
Black & Veatch May 1998 - December 2005
Waddell & Reed 1997 - 1998
Skills
SharePoint, Web Applications, Visual Studio, VBScript, Business Intelligence, Software Development, Software Documentation, Data Warehousing, Web Development, Cloud Computing, JavaScript, OOP, SQL, .NET, Mobile Technology
Education
DeVry University-Missouri 1997 — 2001
Bachelor of Science (BS), Computer Information Systems
University of Kansas 1983 — 1988
Bachelor of Science (BS), Journalism
SM North 1980 — 1983
Burns & McDonnell 2011 - Present
HP Enterprise Services 2008 - 2011
EDS Group 2006 - 2008
Black & Veatch May 1998 - December 2005
Waddell & Reed 1997 - 1998
Skills
SharePoint, Web Applications, Visual Studio, VBScript, Business Intelligence, Software Development, Software Documentation, Data Warehousing, Web Development, Cloud Computing, JavaScript, OOP, SQL, .NET, Mobile Technology
Education
DeVry University-Missouri 1997 — 2001
Bachelor of Science (BS), Computer Information Systems
University of Kansas 1983 — 1988
Bachelor of Science (BS), Journalism
SM North 1980 — 1983
Mathew Parris's Waddell & Reed Experience January 2006 - September 2008
Job at Wachovia Securties
Industry Financial Services
Experience
Wachovia Securties December 2008 - Present
Waddell & Reed January 2006 - September 2008
Education
Embry-Riddle Aeronautical University
Technical Management
Wachovia Securties December 2008 - Present
Waddell & Reed January 2006 - September 2008
Education
Embry-Riddle Aeronautical University
Technical Management
Craig Cezar's Waddell & Reed Experience August 2014 - February 2015
Job Business System Analyst at Waddell & Reed
Industry Computer Software
Experience
401(k) Recordkeeping company February 2015 - Present
Waddell & Reed August 2014 - February 2015
JPMorgan Retirement Plan Services August 2007 - August 2014
LaGarde 2007 - 2007
Sprint 1997 - 2002
Skills
Agile Methodologies, Business Analysis, Quality Assurance, Quality Center, Requirements Analysis, SDLC, SQL, Software Quality..., Test Management, Test Planning, User Acceptance Testing, System Testing, Testing, Requirements Gathering, JIRA, HP Quality Center
Education
Emporia State University 1977 — 1981
401(k) Recordkeeping company February 2015 - Present
Waddell & Reed August 2014 - February 2015
JPMorgan Retirement Plan Services August 2007 - August 2014
LaGarde 2007 - 2007
Sprint 1997 - 2002
Skills
Agile Methodologies, Business Analysis, Quality Assurance, Quality Center, Requirements Analysis, SDLC, SQL, Software Quality..., Test Management, Test Planning, User Acceptance Testing, System Testing, Testing, Requirements Gathering, JIRA, HP Quality Center
Education
Emporia State University 1977 — 1981
Jeff Eubanks's Waddell & Reed Experience July 1995 - January 2000
Job Controller at SPX Cooling Technologies and Owner, Country Club Tents
Industry Accounting
Experience
SPX Cooling Technologies April 2004 - Present
Country Club Tents January 2002 - Present
General Electric January 2002 - April 2004
Arthur Andersen January 2000 - January 2002
Waddell & Reed July 1995 - January 2000
Layne Christensen January 1990 - July 1995
Education
University of Missouri-Kansas City 1992 — 1995
Masters of Science, Accounting
Emporia State University 1986 — 1990
Bachelors, Accounting
SPX Cooling Technologies April 2004 - Present
Country Club Tents January 2002 - Present
General Electric January 2002 - April 2004
Arthur Andersen January 2000 - January 2002
Waddell & Reed July 1995 - January 2000
Layne Christensen January 1990 - July 1995
Education
University of Missouri-Kansas City 1992 — 1995
Masters of Science, Accounting
Emporia State University 1986 — 1990
Bachelors, Accounting
Cassaundra Adler's Waddell & Reed Experience 1997 - 2004
Job Certified Financial Educator at Bank On Twin Cities
Industry Professional Training & Coaching
Experience
Bank On Twin Cities September 2011 - Present
Adler Consulting LLC 1998 - Present
Checking Network USA January 2009 - September 2011
LSS Financial Counseling October 2005 - October 2007
Waddell & Reed 1997 - 2004
Skills
Personal Finance, Change Leadership, Public Speaking, Community Outreach, Leadership Development, Program Management, Leadership, Program Development, Nonprofits, Volunteer Management, Analysis, Change Management, Training, Workshop Facilitation, Public Policy, Strategy, Fundraising, Policy, Organizational..., Grant Writing, Policy Analysis, Community Development, Management, Government, Unbanked, Financial Inclusion, Product Innovation, Program Evaluation, Grants
Education
Columbia College Chicago
Liberal Arts, Critical Thinking, Fiction Writing, and Photography
Columbia College Chicago
Bachelor of Liberal Arts
Bank On Twin Cities September 2011 - Present
Adler Consulting LLC 1998 - Present
Checking Network USA January 2009 - September 2011
LSS Financial Counseling October 2005 - October 2007
Waddell & Reed 1997 - 2004
Skills
Personal Finance, Change Leadership, Public Speaking, Community Outreach, Leadership Development, Program Management, Leadership, Program Development, Nonprofits, Volunteer Management, Analysis, Change Management, Training, Workshop Facilitation, Public Policy, Strategy, Fundraising, Policy, Organizational..., Grant Writing, Policy Analysis, Community Development, Management, Government, Unbanked, Financial Inclusion, Product Innovation, Program Evaluation, Grants
Education
Columbia College Chicago
Liberal Arts, Critical Thinking, Fiction Writing, and Photography
Columbia College Chicago
Bachelor of Liberal Arts
Josh Yocum's Waddell & Reed Experience September 2004 - October 2005
Job Fixed Income Investment Liaison at T. Rowe Price
Industry Financial Services
Experience
T. Rowe Price July 2012 - Present
T. Rowe Price April 2007 - June 2012
T. Rowe Price November 2005 - April 2007
Waddell & Reed September 2004 - October 2005
Philadelphia Insurance Companies April 2003 - September 2003
Rorer Asset Management April 2001 - September 2002
Skills
Series 7, Fixed Income, Investments, Mutual Funds, Bloomberg, Securities, Financial Analysis, Retirement, Financial Modeling
Education
Loyola College in Maryland 2009 — 2013
MSF, Finance
Drexel University - LeBow College of Business 1999 — 2004
BS, Business/Finance
West Chester University of Pennsylvania 2003 — 2004
Business Administration
T. Rowe Price July 2012 - Present
T. Rowe Price April 2007 - June 2012
T. Rowe Price November 2005 - April 2007
Waddell & Reed September 2004 - October 2005
Philadelphia Insurance Companies April 2003 - September 2003
Rorer Asset Management April 2001 - September 2002
Skills
Series 7, Fixed Income, Investments, Mutual Funds, Bloomberg, Securities, Financial Analysis, Retirement, Financial Modeling
Education
Loyola College in Maryland 2009 — 2013
MSF, Finance
Drexel University - LeBow College of Business 1999 — 2004
BS, Business/Finance
West Chester University of Pennsylvania 2003 — 2004
Business Administration
Justin M. Capozzi's Waddell & Reed Experience May 2002 - December 2003
Job Vice President at Brown Brothers Harriman & Co.
Industry Banking
Experience
Brown Brothers Harriman & Co. April 2013 - Present
Citi January 2012 - April 2013
Bank of America January 2004 - December 2011
Waddell & Reed May 2002 - December 2003
Morgan Stanley January 2001 - May 2002
Skills
New Business Development, Commercial Banking, International Banking..., Credit Analysis, Data Analysis
Education
Temple University - Fox School of Business and Management
MBA
Fairleigh Dickinson University
BS, Finance
Hillsborough High School
Brown Brothers Harriman & Co. April 2013 - Present
Citi January 2012 - April 2013
Bank of America January 2004 - December 2011
Waddell & Reed May 2002 - December 2003
Morgan Stanley January 2001 - May 2002
Skills
New Business Development, Commercial Banking, International Banking..., Credit Analysis, Data Analysis
Education
Temple University - Fox School of Business and Management
MBA
Fairleigh Dickinson University
BS, Finance
Hillsborough High School
Jasper (Jack) Watson's Waddell & Reed Experience October 2014 - May 2015
Job President at Covenant FP
Industry Financial Services
Experience
Covenant FP May 2015 - Present
Principal Financial Group May 2015 - Present
Waddell & Reed October 2014 - May 2015
Ameriprise Financial Services, Inc. July 2012 - October 2014
One Hope Center/Hope Cafe's April 2008 - October 2012
Skills
Public Speaking, Investments, Marketing, Nonprofits, Strategic Planning, Social Media, Leadership Development, Leadership, Team Building, Financial Advisory, Financial Planning, 401(K), 403 (b), SEP &..., Annuities (Variable &..., Asset Allocation, Business Contiuation..., Business Overhead..., Buy-Sell Agreements, Charitable Giving, College Funding..., Deferred Compensation..., Disability Income..., Estate Planning, Executive Benefits..., Financial Needs Analysis, Income Protection, Informal Business..., IRA's (Traditional &..., Key Person Insurance, Long Term Care Insurance, Mutual Funds, Pension Plans, Retirement Planning, Series 7 and Series 66..., Spilt Dollar Plans, Supplemental Retirement..., Survivor Income, Tax-Deferred Savings, Term Life Insurance, Universal Life Insurance, Wellness Programs, Wealth Accumulation, Whole Life Insurance
Education
Drew University
Doctorate, Theology
Irmo High School
Southeastern Baptist Theological Seminary
MDiv
University of South Carolina-Columbia
BA, Government and International Studies and Marketing
Covenant FP May 2015 - Present
Principal Financial Group May 2015 - Present
Waddell & Reed October 2014 - May 2015
Ameriprise Financial Services, Inc. July 2012 - October 2014
One Hope Center/Hope Cafe's April 2008 - October 2012
Skills
Public Speaking, Investments, Marketing, Nonprofits, Strategic Planning, Social Media, Leadership Development, Leadership, Team Building, Financial Advisory, Financial Planning, 401(K), 403 (b), SEP &..., Annuities (Variable &..., Asset Allocation, Business Contiuation..., Business Overhead..., Buy-Sell Agreements, Charitable Giving, College Funding..., Deferred Compensation..., Disability Income..., Estate Planning, Executive Benefits..., Financial Needs Analysis, Income Protection, Informal Business..., IRA's (Traditional &..., Key Person Insurance, Long Term Care Insurance, Mutual Funds, Pension Plans, Retirement Planning, Series 7 and Series 66..., Spilt Dollar Plans, Supplemental Retirement..., Survivor Income, Tax-Deferred Savings, Term Life Insurance, Universal Life Insurance, Wellness Programs, Wealth Accumulation, Whole Life Insurance
Education
Drew University
Doctorate, Theology
Irmo High School
Southeastern Baptist Theological Seminary
MDiv
University of South Carolina-Columbia
BA, Government and International Studies and Marketing
Mark Molsky's Waddell & Reed Experience 1998 - 2000
Job UX Program Manager @ Sears Holdings | eCommerce Professional | Product Development | Digital Project Manager/Producer
Industry Internet
Experience
Sears Holdings Corporation 2014 - Present
Sears Holdings Corporation 2011 - 2014
Sears Holdings Corporation 2009 - 2011
NOBLE BBDS - Chicago 2007 - 2009
Kaplan Financial 2005 - 2007
McGraw-Hill Higher Education 2001 - 2005
McGraw-Hill Higher Education 2000 - 2001
Waddell & Reed 1998 - 2000
Skills
Program Management, User Experience, E-commerce, User Interface Design, SEO, Web Project Management, Digital Strategy, Mobile Devices, Usability, Web Design, Web Analytics, Creative Direction, Google Analytics, Integrated Marketing, Content Strategy, Interactive Marketing, Omniture, Website Development, Copywriting, Interactive Advertising, PPC, Mobile Applications, CSS, Content Management, Digital Marketing, Social Media Marketing, Agile Project Management, CMS, Information Architecture, HTML, Account Management, Digital Media, Marketing, Online Marketing, Product Management, Responsive Design, Social Media, Usability Testing, Multimedia, Mobile Marketing, Interaction Design, Wireframes, User Experience Design, User Interface, User-centered Design, Management, Advertising, Online Advertising, Email Marketing, Strategy
Education
Eastern Illinois University
Bachelor of Arts (BA), Economics
American Academy of Computer Science
Certification, Web Development
Sears Holdings Corporation 2014 - Present
Sears Holdings Corporation 2011 - 2014
Sears Holdings Corporation 2009 - 2011
NOBLE BBDS - Chicago 2007 - 2009
Kaplan Financial 2005 - 2007
McGraw-Hill Higher Education 2001 - 2005
McGraw-Hill Higher Education 2000 - 2001
Waddell & Reed 1998 - 2000
Skills
Program Management, User Experience, E-commerce, User Interface Design, SEO, Web Project Management, Digital Strategy, Mobile Devices, Usability, Web Design, Web Analytics, Creative Direction, Google Analytics, Integrated Marketing, Content Strategy, Interactive Marketing, Omniture, Website Development, Copywriting, Interactive Advertising, PPC, Mobile Applications, CSS, Content Management, Digital Marketing, Social Media Marketing, Agile Project Management, CMS, Information Architecture, HTML, Account Management, Digital Media, Marketing, Online Marketing, Product Management, Responsive Design, Social Media, Usability Testing, Multimedia, Mobile Marketing, Interaction Design, Wireframes, User Experience Design, User Interface, User-centered Design, Management, Advertising, Online Advertising, Email Marketing, Strategy
Education
Eastern Illinois University
Bachelor of Arts (BA), Economics
American Academy of Computer Science
Certification, Web Development
Stacey Kamin's Waddell & Reed Experience September 1999 - October 2011
Job Real Estate Agent
Industry Real Estate
Experience
Charles Rutenberg Realty April 2003 - Present
Waddell & Reed September 1999 - October 2011
Continental Plastic 1996 - 1998
Skills
Contract Negotiation, Condos, Buyer Representation, Customer Service, First Time Home Buyers, Foreclosures, Investment Properties, Investors, Listings, Loans, Marketing, Marketing Strategy, Mortgage Lending, Negotiation, New Home Sales, Property, Purchasing, REO, Real Estate, Real Estate Transactions, Relocation, Residential Homes, Sales, Sellers, Selling, Short Sales, Single Family Homes, Team Leadership, Strategic Planning
Education
Elmhurst College 1986 — 1988
Charles Rutenberg Realty April 2003 - Present
Waddell & Reed September 1999 - October 2011
Continental Plastic 1996 - 1998
Skills
Contract Negotiation, Condos, Buyer Representation, Customer Service, First Time Home Buyers, Foreclosures, Investment Properties, Investors, Listings, Loans, Marketing, Marketing Strategy, Mortgage Lending, Negotiation, New Home Sales, Property, Purchasing, REO, Real Estate, Real Estate Transactions, Relocation, Residential Homes, Sales, Sellers, Selling, Short Sales, Single Family Homes, Team Leadership, Strategic Planning
Education
Elmhurst College 1986 — 1988
Walter See's Waddell & Reed Experience January 2002 - June 2004
Job Service Sales Manager at Oerlikon Leybold Vacuum USA Inc.
Industry Machinery
Experience
Oerlikon Leybold Vacuum USA Inc. March 2014 - Present
Community College of Allegheny County September 1999 - Present
Oerlikon Leybold Vacuum USA, Inc. January 2012 - March 2014
Oerlikon Leybold Vacuum USA Inc. October 2010 - January 2012
Allegheny Ludlum August 2010 - October 2010
Binks Property Management, LLC August 2006 - June 2010
Kurt J. Lesker Company July 2004 - March 2009
Waddell & Reed January 2002 - June 2004
CCA March 2004 - May 2004
E.A.Fischione Instruments August 2003 - January 2004
Skills
Semiconductors, Product Development, Manufacturing, Cross-functional Team..., Project Management, Sales Management, Process Improvement, R&D, Six Sigma, Photovoltaics, Engineering, Strategic Planning, New Business Development, Product Management, Microsoft Office, Lean Manufacturing, Thin Films, Team Leadership, Team Building, Continuous Improvement, Vacuum, Vacuum Chambers, Vacuum Pumps, Blowers, UHV, Management, Sales, Engineering Management, Design of Experiments, Electronics, Process Engineering, SPC, Metrology, PVD, Optics, Failure Analysis, Sputtering, Materials, Nanotechnology, Coatings, Characterization, Materials Science
Education
University of Pittsburgh 1987 — 1993
Bachelor's Degree, Electrical Engineering
Community College of Allegheny County
Associate's Degree, Physics
Community College of Allegheny County
Associate's Degree, Engineering Science
South Allegheny High School
High School, Scientific Prep
Oerlikon Leybold Vacuum USA Inc. March 2014 - Present
Community College of Allegheny County September 1999 - Present
Oerlikon Leybold Vacuum USA, Inc. January 2012 - March 2014
Oerlikon Leybold Vacuum USA Inc. October 2010 - January 2012
Allegheny Ludlum August 2010 - October 2010
Binks Property Management, LLC August 2006 - June 2010
Kurt J. Lesker Company July 2004 - March 2009
Waddell & Reed January 2002 - June 2004
CCA March 2004 - May 2004
E.A.Fischione Instruments August 2003 - January 2004
Skills
Semiconductors, Product Development, Manufacturing, Cross-functional Team..., Project Management, Sales Management, Process Improvement, R&D, Six Sigma, Photovoltaics, Engineering, Strategic Planning, New Business Development, Product Management, Microsoft Office, Lean Manufacturing, Thin Films, Team Leadership, Team Building, Continuous Improvement, Vacuum, Vacuum Chambers, Vacuum Pumps, Blowers, UHV, Management, Sales, Engineering Management, Design of Experiments, Electronics, Process Engineering, SPC, Metrology, PVD, Optics, Failure Analysis, Sputtering, Materials, Nanotechnology, Coatings, Characterization, Materials Science
Education
University of Pittsburgh 1987 — 1993
Bachelor's Degree, Electrical Engineering
Community College of Allegheny County
Associate's Degree, Physics
Community College of Allegheny County
Associate's Degree, Engineering Science
South Allegheny High School
High School, Scientific Prep
Valerie Pedersen-Barr's Waddell & Reed Experience April 2013 - March 2014
Job Operator Specialist at Advantage Waypoint
Industry Food & Beverages
Experience
Advantage Waypoint April 2014 - Present
Waddell & Reed April 2013 - March 2014
Salon Service Group May 2011 - October 2012
Static Hair Salon January 2007 - May 2011
Skills
Customer Service, Retail, Sales, Sales Management, Merchandising, Inventory, Accountability, Accounting, Marketing, Project Management, Management, Always Punctual, Verbal & Written..., Microsoft Office
Education
Emporia State University 2009 — 2012
Bachelor, Accounting
Johnson County Community College 2008 — 2009
Associate of Arts (A.A.), Accounting
The University of Kansas 1999 — 2002
Advantage Waypoint April 2014 - Present
Waddell & Reed April 2013 - March 2014
Salon Service Group May 2011 - October 2012
Static Hair Salon January 2007 - May 2011
Skills
Customer Service, Retail, Sales, Sales Management, Merchandising, Inventory, Accountability, Accounting, Marketing, Project Management, Management, Always Punctual, Verbal & Written..., Microsoft Office
Education
Emporia State University 2009 — 2012
Bachelor, Accounting
Johnson County Community College 2008 — 2009
Associate of Arts (A.A.), Accounting
The University of Kansas 1999 — 2002
Cathleen Golubski's Waddell & Reed Experience June 2007 - August 2007
Job Customer Claims Specialist at The Hartford
Industry Insurance
Experience
The Hartford June 2015 - Present
Shakopee Volleyball Association December 2013 - Present
The Hartford January 2014 - May 2015
The Hartford June 2012 - December 2013
The Hartford April 2010 - June 2012
Granite City Food and Brewery May 2005 - March 2010
Community Involvement Programs January 2002 - February 2010
Rebels Junior Olympic Volleyball November 2008 - March 2009
Waddell & Reed June 2007 - August 2007
TGI Fridays May 2002 - April 2005
Skills
Spanish, Leadership, Customer Service, Training, Management, Outlook, Sales, Time Management, PowerPoint, Microsoft Office, Microsoft Word, Advertising, Customer Satisfaction, Program Management, Quality Assurance, Microsoft Excel, Event Planning, Coaching, Social Media, Public Speaking
Education
Concordia University-St. Paul 2012 — 2013
Master of Arts (M.A.), Leadership and Management, 3.66
University of Minnesota-Twin Cities 2004 — 2007
Bachelor of Arts, Communication Studies
The Hartford June 2015 - Present
Shakopee Volleyball Association December 2013 - Present
The Hartford January 2014 - May 2015
The Hartford June 2012 - December 2013
The Hartford April 2010 - June 2012
Granite City Food and Brewery May 2005 - March 2010
Community Involvement Programs January 2002 - February 2010
Rebels Junior Olympic Volleyball November 2008 - March 2009
Waddell & Reed June 2007 - August 2007
TGI Fridays May 2002 - April 2005
Skills
Spanish, Leadership, Customer Service, Training, Management, Outlook, Sales, Time Management, PowerPoint, Microsoft Office, Microsoft Word, Advertising, Customer Satisfaction, Program Management, Quality Assurance, Microsoft Excel, Event Planning, Coaching, Social Media, Public Speaking
Education
Concordia University-St. Paul 2012 — 2013
Master of Arts (M.A.), Leadership and Management, 3.66
University of Minnesota-Twin Cities 2004 — 2007
Bachelor of Arts, Communication Studies
Rich Bentel's Waddell & Reed Experience 1995 - 2010
Job Financial Advisor at Veritrust Wealth Management
Industry Financial Services
Experience
Veritrust Wealth Management October 2013 - Present
Financial Advisor at Veritrust Financial January 2010 - October 2013
Veritrust Advisors 2010 - 2011
Waddell & Reed 1995 - 2010
Hinsdale Federal Savings & Loan 1988 - 1991
Education
Columbia College Chicago 1984 — 1988
B.A., Radio Broadcasting
Veritrust Wealth Management October 2013 - Present
Financial Advisor at Veritrust Financial January 2010 - October 2013
Veritrust Advisors 2010 - 2011
Waddell & Reed 1995 - 2010
Hinsdale Federal Savings & Loan 1988 - 1991
Education
Columbia College Chicago 1984 — 1988
B.A., Radio Broadcasting
Julius Hill's Waddell & Reed Experience December 2006 - May 2007
Job Investment Professional
Industry Financial Services
Experience
CitiGroup October 2014 - April 2015
JPMorgan Chase & Co. April 2014 - October 2014
Merrill Lynch March 2012 - January 2014
USAA January 2010 - March 2012
New York Life Insurance Company May 2008 - January 2010
Assurecor May 2007 - January 2008
Waddell & Reed December 2006 - May 2007
Skills
Retirement Planning, IRAs, Fixed Annuities, Life Insurance, Long Term Care Insurance, College Savings Plans, Investments, Retirement, Insurance, Wealth Management, Mutual Funds, Customer Service, Estate Planning, Finance, Financial Advisory, Leadership, Risk Management, Series 7
Education
Rice University 2010 — 2011
Certificate in Financial Planning, Financial Planning and Services
East Carolina University 2005 — 2007
BSBA, Finance
United States Naval Academy 2003 — 2004
Economics
CitiGroup October 2014 - April 2015
JPMorgan Chase & Co. April 2014 - October 2014
Merrill Lynch March 2012 - January 2014
USAA January 2010 - March 2012
New York Life Insurance Company May 2008 - January 2010
Assurecor May 2007 - January 2008
Waddell & Reed December 2006 - May 2007
Skills
Retirement Planning, IRAs, Fixed Annuities, Life Insurance, Long Term Care Insurance, College Savings Plans, Investments, Retirement, Insurance, Wealth Management, Mutual Funds, Customer Service, Estate Planning, Finance, Financial Advisory, Leadership, Risk Management, Series 7
Education
Rice University 2010 — 2011
Certificate in Financial Planning, Financial Planning and Services
East Carolina University 2005 — 2007
BSBA, Finance
United States Naval Academy 2003 — 2004
Economics
Aaron Oskey's Waddell & Reed Experience August 2007 - December 2010
Job Financial Advisor at First Merit Bank
Industry Banking
Experience
FirstMerit Bank June 2011 - Present
Waddell & Reed August 2007 - December 2010
Skills
Investments, Insurance, Consumer Lending, Securities, Finance, Financial Services, Sales, Retirement Planning, Mutual Funds, Wealth Management, Strategic Financial..., Series 7, Financial Advisory, Portfolio Management, Wealth, Financial Planning, Customer Service
Education
Cornerstone University 1998 — 2001
Bachelors, Finance
FirstMerit Bank June 2011 - Present
Waddell & Reed August 2007 - December 2010
Skills
Investments, Insurance, Consumer Lending, Securities, Finance, Financial Services, Sales, Retirement Planning, Mutual Funds, Wealth Management, Strategic Financial..., Series 7, Financial Advisory, Portfolio Management, Wealth, Financial Planning, Customer Service
Education
Cornerstone University 1998 — 2001
Bachelors, Finance
Amber Hartsook's Waddell & Reed Experience April 2011 - Present
Job New Account Associate
Industry Real Estate
Experience
Waddell & Reed April 2011 - Present
Plaza Apartment Center April 2010 - April 2011
Piper School District August 2006 - August 2009
Education
Emporia State University 2000 — 2005
B.S.E., Education
Waddell & Reed April 2011 - Present
Plaza Apartment Center April 2010 - April 2011
Piper School District August 2006 - August 2009
Education
Emporia State University 2000 — 2005
B.S.E., Education
Ozell Pouncil's Waddell & Reed Experience January 2014 - January 2015
Job Administration and IT support.
Industry Information Technology and Services
Experience
Waddell & Reed January 2014 - January 2015
TEKsystems 2014 - 2015
TEKsystems 2014 - 2015
TEKsystems 2014 - 2015
Frontier Telenetwork January 2013 - January 2014
CheckinLogicPlus January 2013 - January 2014
Best Buy January 2011 - January 2013
DeVry University January 2001 - January 2012
Paradigm Digital Systems January 2006 - January 2007
Innovative Marketing Stratagies January 1998 - January 2001
Education
DeVry University-Colorado 2001 — 2013
Bachelor's degree, Computer Science, B
DeVry University
Bachelor, Computer Science; IT Infrastructure and Systems Development
Emporia State University 2001 — 2008
Associate's degree, General Education, C
Waddell & Reed January 2014 - January 2015
TEKsystems 2014 - 2015
TEKsystems 2014 - 2015
TEKsystems 2014 - 2015
Frontier Telenetwork January 2013 - January 2014
CheckinLogicPlus January 2013 - January 2014
Best Buy January 2011 - January 2013
DeVry University January 2001 - January 2012
Paradigm Digital Systems January 2006 - January 2007
Innovative Marketing Stratagies January 1998 - January 2001
Education
DeVry University-Colorado 2001 — 2013
Bachelor's degree, Computer Science, B
DeVry University
Bachelor, Computer Science; IT Infrastructure and Systems Development
Emporia State University 2001 — 2008
Associate's degree, General Education, C
Monica Dixson's Waddell & Reed Experience 2012 - 2014
Job Consultant at Advent Financial Services
Industry Financial Services
Experience
Advent Financial Services May 2012 - Present
Waddell & Reed 2012 - 2014
H&R Block May 2006 - December 2011
H&R Block June 2000 - May 2006
Payless Cashways 1997 - 2000
Skills
CTP Certification, Treasury Management, Cash Flow Forecasting, Cash, Credit, Funding, Investments, Cash Management, Banking, Liquidity Management, Compliance, SOX, Internal Controls, Risk Management, FX
Education
Emporia State University
Bachelor of Science, Major-Finance, Minor-Accounting
Advent Financial Services May 2012 - Present
Waddell & Reed 2012 - 2014
H&R Block May 2006 - December 2011
H&R Block June 2000 - May 2006
Payless Cashways 1997 - 2000
Skills
CTP Certification, Treasury Management, Cash Flow Forecasting, Cash, Credit, Funding, Investments, Cash Management, Banking, Liquidity Management, Compliance, SOX, Internal Controls, Risk Management, FX
Education
Emporia State University
Bachelor of Science, Major-Finance, Minor-Accounting
Paul Cocco's Waddell & Reed Experience November 1998 - April 2001
Job Director Retreat Center at St. Mary's Abbey
Industry Insurance
Experience
St. Mary's Abbey September 2012 - Present
The Prudential Insurance Company of America May 2001 - May 2010
Prudential Financial May 2001 - May 2010
Waddell & Reed November 1998 - April 2001
Prudential Preferred Financial Services 1995 - 1998
Skills
Spiritual Direction, Retreat Leader, Hospitality Management, Group Facilitation, Retail Management, Store Management, Facilitation, Risk Management, Business Process..., Facilitators, Fixed Annuities, Process Improvement
Education
Seton Hall University 2012 — 2017
Master's degree, Theology with Concentration in Biblical Studies
Quellen Spiritual Center 2011 — 2014
Certificate in Spiritual Direction, Spiritual Direction
Rutgers University-New Brunswick 1972 — 1974
BA, English
County College of Morris 1970 — 1972
AA, Humanities & Social Science
Our Lady of the Valley High School 1964 — 1968
St. Mary's Abbey September 2012 - Present
The Prudential Insurance Company of America May 2001 - May 2010
Prudential Financial May 2001 - May 2010
Waddell & Reed November 1998 - April 2001
Prudential Preferred Financial Services 1995 - 1998
Skills
Spiritual Direction, Retreat Leader, Hospitality Management, Group Facilitation, Retail Management, Store Management, Facilitation, Risk Management, Business Process..., Facilitators, Fixed Annuities, Process Improvement
Education
Seton Hall University 2012 — 2017
Master's degree, Theology with Concentration in Biblical Studies
Quellen Spiritual Center 2011 — 2014
Certificate in Spiritual Direction, Spiritual Direction
Rutgers University-New Brunswick 1972 — 1974
BA, English
County College of Morris 1970 — 1972
AA, Humanities & Social Science
Our Lady of the Valley High School 1964 — 1968
Susan Dudginski's Waddell & Reed Experience 2003 - 2004
Job Announcer at 106.5 KEZR Owned by Digity
Industry Broadcast Media
Experience
Digity KBAY/KEZR February 2007 - Present
KFOX January 2006 - October 2007
Waddell & Reed 2003 - 2004
Skills
Customer Service, Outlook, Social Media, Event Planning, Public Relations, Social Media Marketing, Microsoft Office, Advertising, Microsoft Excel, Microsoft Word, Editing, Event Management, Marketing Communications, PowerPoint, Social Networking, Facebook, Public Speaking, Digital Media
Education
Ohlone College 2007 — 2009
AA, Broadcasting
De Anza College 2004 — 2006
Associate's degree, Business Administration and Management, General
Digity KBAY/KEZR February 2007 - Present
KFOX January 2006 - October 2007
Waddell & Reed 2003 - 2004
Skills
Customer Service, Outlook, Social Media, Event Planning, Public Relations, Social Media Marketing, Microsoft Office, Advertising, Microsoft Excel, Microsoft Word, Editing, Event Management, Marketing Communications, PowerPoint, Social Networking, Facebook, Public Speaking, Digital Media
Education
Ohlone College 2007 — 2009
AA, Broadcasting
De Anza College 2004 — 2006
Associate's degree, Business Administration and Management, General
Rachel Heueisen's Waddell & Reed Experience 2006 - 2008
Job Workflow Manager/Commercial Analyst at The Williams Group, LLC
Industry Real Estate
Experience
The Williams Group 2014 - Present
AppraisalBridge, LLC January 2012 - Present
Verity Valuation, LLC September 2009 - December 2011
Waddell & Reed 2006 - 2008
Education
Emporia State University 2004 — 2006
Bachelors of Science in Business, Accounting
The Williams Group 2014 - Present
AppraisalBridge, LLC January 2012 - Present
Verity Valuation, LLC September 2009 - December 2011
Waddell & Reed 2006 - 2008
Education
Emporia State University 2004 — 2006
Bachelors of Science in Business, Accounting
Leslie Penka's Waddell & Reed Experience 2012 - Present
Job Consultant Investment Advisory
Industry Financial Services
Experience
Waddell & Reed 2012 - Present
Waddell & Reed September 2009 - June 2012
VSR Financial Services July 2002 - May 2009
Skills
Customer Service, Finance, Due Diligence, Microsoft Office, Training, Series 7, Securities, Mutual Funds, Investments, Alternative Investments, Asset Management, FINRA, Financial Advisory, Financial Services, Insurance, Investment Advisory, Relationship Management, Retirement Planning, Series 63, Strategic Planning, Uniform Combined State...
Education
Cannon Financial Institute 2008 — 2008
Drury University 1997 — 2000
Bachelor of Science, Psychology, Criminology, Global Studies
Waddell & Reed 2012 - Present
Waddell & Reed September 2009 - June 2012
VSR Financial Services July 2002 - May 2009
Skills
Customer Service, Finance, Due Diligence, Microsoft Office, Training, Series 7, Securities, Mutual Funds, Investments, Alternative Investments, Asset Management, FINRA, Financial Advisory, Financial Services, Insurance, Investment Advisory, Relationship Management, Retirement Planning, Series 63, Strategic Planning, Uniform Combined State...
Education
Cannon Financial Institute 2008 — 2008
Drury University 1997 — 2000
Bachelor of Science, Psychology, Criminology, Global Studies
curtis muhammad's Waddell & Reed Experience December 2000 - January 2008
Job Guaranteed Income Planner
Industry Financial Services
Experience
Foundation Financial Partners (IMO) Gradient financial March 2008 - Present
Foundation Financial Partners March 2008 - Present
FSC securities, independent financial advisor March 2007 - February 2008
Waddell & Reed December 2000 - January 2008
Skills
Estate Planning, Retirement Planning, Retirement, Insurance, Strategic Financial..., Investments, IRAs, Life Insurance, Health Insurance, Tax, Personal Finance, Financial Goals, Financial Risk, Wealth Management, Funding, Investment Advisory, Mutual Funds, Series 7, Fixed Annuities, Asset Allocation, Financial Advisory, Investment Strategies, Wealth, Series 63, Finance, Financial Services, Mortgage Lending, Financial Planning
Education
Community College of Philadelphia
Bio-medical Engineering
John Bartram
Foundation Financial Partners (IMO) Gradient financial March 2008 - Present
Foundation Financial Partners March 2008 - Present
FSC securities, independent financial advisor March 2007 - February 2008
Waddell & Reed December 2000 - January 2008
Skills
Estate Planning, Retirement Planning, Retirement, Insurance, Strategic Financial..., Investments, IRAs, Life Insurance, Health Insurance, Tax, Personal Finance, Financial Goals, Financial Risk, Wealth Management, Funding, Investment Advisory, Mutual Funds, Series 7, Fixed Annuities, Asset Allocation, Financial Advisory, Investment Strategies, Wealth, Series 63, Finance, Financial Services, Mortgage Lending, Financial Planning
Education
Community College of Philadelphia
Bio-medical Engineering
John Bartram
Randle Reece's Waddell & Reed Experience March 2000 - September 2007
Job Veteran Equity Research Analyst
Industry Capital Markets
Experience
Avondale Partners May 2011 - Present
Hoover Investment Management March 2008 - January 2011
Waddell & Reed March 2000 - September 2007
Staffmark March 1999 - March 2000
Montgomery Securities 1997 - 1999
Stephens Inc. March 1996 - May 1997
Daytona Beach News-Journal August 1991 - August 1994
Skills
Equities, Mergers & Acquisitions, Equity Research, Portfolio Management, Valuation, Competitive Analysis, Equity Valuation, Financial Modeling, Financial Analysis, Editing, Investor Relations, Finance, Mergers, Asset Management, Corporate Finance, Industry Research, Market Analysis, Private Equity, Teamwork, Critical Analysis, Technical Analysis, Writing Skills, Seeing The Big Picture, Future Trends, Research, Industry Analysis, Fundamental Research, Stock Picking, Forecasting, Due Diligence, Economics, Business Valuation, Financial Statement..., Objectivity, Contrarian Investing, Taking a Beating, Venture Capital, Investments, Analysis, Investment Banking, Capital Markets
Education
University of Arkansas 1994 — 1995
MBA, Finance
Daytona State College 1993 — 1994
Business Administration
University of Arkansas 1985 — 1991
BA, Philosophy, Political Science
Northwestern University 1981 — 1982
Political Science
Avondale Partners May 2011 - Present
Hoover Investment Management March 2008 - January 2011
Waddell & Reed March 2000 - September 2007
Staffmark March 1999 - March 2000
Montgomery Securities 1997 - 1999
Stephens Inc. March 1996 - May 1997
Daytona Beach News-Journal August 1991 - August 1994
Skills
Equities, Mergers & Acquisitions, Equity Research, Portfolio Management, Valuation, Competitive Analysis, Equity Valuation, Financial Modeling, Financial Analysis, Editing, Investor Relations, Finance, Mergers, Asset Management, Corporate Finance, Industry Research, Market Analysis, Private Equity, Teamwork, Critical Analysis, Technical Analysis, Writing Skills, Seeing The Big Picture, Future Trends, Research, Industry Analysis, Fundamental Research, Stock Picking, Forecasting, Due Diligence, Economics, Business Valuation, Financial Statement..., Objectivity, Contrarian Investing, Taking a Beating, Venture Capital, Investments, Analysis, Investment Banking, Capital Markets
Education
University of Arkansas 1994 — 1995
MBA, Finance
Daytona State College 1993 — 1994
Business Administration
University of Arkansas 1985 — 1991
BA, Philosophy, Political Science
Northwestern University 1981 — 1982
Political Science
Gregg Mathews Jr's Waddell & Reed Experience June 2009 - May 2010
Job Claims Adjuster/Appraiser
Industry Financial Services
Experience
Progressive Insurance June 2013 - Present
Peace Corps August 2010 - August 2012
Big Y Foods November 2004 - July 2010
Waddell & Reed June 2009 - May 2010
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Community Outreach, French, International..., International Relations, Customer Service, Telephone Skills, Intercultural..., Oral, Training, Research, Non-profits, Nonprofits, Community Development, Fundraising, Volunteer Management, Grant Writing, Spanish, Program Evaluation, Public Speaking
Education
Eastern Connecticut State University 2008 — 2010
Bachelors, Business Administration
Valley Forge Military Academy & College 2006 — 2008
Associates, Business Administration
Progressive Insurance June 2013 - Present
Peace Corps August 2010 - August 2012
Big Y Foods November 2004 - July 2010
Waddell & Reed June 2009 - May 2010
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Community Outreach, French, International..., International Relations, Customer Service, Telephone Skills, Intercultural..., Oral, Training, Research, Non-profits, Nonprofits, Community Development, Fundraising, Volunteer Management, Grant Writing, Spanish, Program Evaluation, Public Speaking
Education
Eastern Connecticut State University 2008 — 2010
Bachelors, Business Administration
Valley Forge Military Academy & College 2006 — 2008
Associates, Business Administration
Dennis Lynch's Waddell & Reed Experience June 2012 - Present
Job Financial Services executive with expertise in Sales Strategy, Investments, Financial Planning and Business Management.
Industry Financial Services
Experience
Waddell & Reed June 2012 - Present
UBS Financial Services Inc. December 2009 - December 2011
UBS Financial Services Inc. April 2008 - December 2009
UBS Financial Services Inc. February 2003 - April 2008
UBS Financial Services Inc. December 1999 - February 2003
UBS Financial Services Inc. January 1995 - December 1999
Kidder Peabody March 1994 - January 1995
PaineWebber Inc. April 1992 - March 1994
Wertheim Schroder & Co. Inc. November 1991 - April 1992
Ladenburg Thalmann & Co. August 1990 - November 1991
Skills
Fixed Income, Wealth Management, Capital Markets, Sales Management, Sales, Asset Allocation, Bond Markets, Portfolio Management, Investment Banking, Strategic Financial..., Alternative Investments, Bonds, Cash Management, High Yield, Municipal Bonds, Mentoring, Series 3, Series 7, Series 63, Series 66, Hedging, MBS, Finance, Investment Advisory, Electronic Trading, Banking, Investments, Uniform Combined State..., Asset Managment, Equities, Securities, FINRA, Mutual Funds, Loans, Trading, Financial Risk, Financial Advisory, Financial Services, Bloomberg, Asset Management, Investment Management, Relationship Management, Credit, ETFs, Investment Strategies, Financial Markets, Options, Retirement Planning, Financial Planning
Education
East Carolina University 1969 — 1973
Bachelor of Arts (B.A.), Urban Planning
Waddell & Reed June 2012 - Present
UBS Financial Services Inc. December 2009 - December 2011
UBS Financial Services Inc. April 2008 - December 2009
UBS Financial Services Inc. February 2003 - April 2008
UBS Financial Services Inc. December 1999 - February 2003
UBS Financial Services Inc. January 1995 - December 1999
Kidder Peabody March 1994 - January 1995
PaineWebber Inc. April 1992 - March 1994
Wertheim Schroder & Co. Inc. November 1991 - April 1992
Ladenburg Thalmann & Co. August 1990 - November 1991
Skills
Fixed Income, Wealth Management, Capital Markets, Sales Management, Sales, Asset Allocation, Bond Markets, Portfolio Management, Investment Banking, Strategic Financial..., Alternative Investments, Bonds, Cash Management, High Yield, Municipal Bonds, Mentoring, Series 3, Series 7, Series 63, Series 66, Hedging, MBS, Finance, Investment Advisory, Electronic Trading, Banking, Investments, Uniform Combined State..., Asset Managment, Equities, Securities, FINRA, Mutual Funds, Loans, Trading, Financial Risk, Financial Advisory, Financial Services, Bloomberg, Asset Management, Investment Management, Relationship Management, Credit, ETFs, Investment Strategies, Financial Markets, Options, Retirement Planning, Financial Planning
Education
East Carolina University 1969 — 1973
Bachelor of Arts (B.A.), Urban Planning
Mark Ka Hou Wong's Waddell & Reed Experience February 2013 - June 2013
Job CFO and CoFounder at Aladdin Assistant
Industry Banking
Experience
阿拉丁助理 April 2015 - Present
Wells Fargo July 2013 - Present
Waddell & Reed February 2013 - June 2013
Skills
Statistics, Economic Modeling, Econometrics, Financial Analysis, Financial Accounting, Mandarin, Cantonese, Customer Service, Stata, Microsoft Office, Economics, Portfolio Management, Real Estate, Financial Planners, SQL, Leadership, Data Analysis, Statistical Modeling, SAS, Strategic Financial..., Finance, PowerPoint, Investments, Financial Modeling, Research, Microsoft Excel, Analysis, Corporate Finance, Chinese, Access
Education
University of California, Berkeley 2011 — 2013
Bachelor of Arts (B.A.), Economic
Diablo Valley College 2008 — 2011
General Studies, General Studies
Yuet Wah College 2003 — 2008
High School Diploma, General Studies
阿拉丁助理 April 2015 - Present
Wells Fargo July 2013 - Present
Waddell & Reed February 2013 - June 2013
Skills
Statistics, Economic Modeling, Econometrics, Financial Analysis, Financial Accounting, Mandarin, Cantonese, Customer Service, Stata, Microsoft Office, Economics, Portfolio Management, Real Estate, Financial Planners, SQL, Leadership, Data Analysis, Statistical Modeling, SAS, Strategic Financial..., Finance, PowerPoint, Investments, Financial Modeling, Research, Microsoft Excel, Analysis, Corporate Finance, Chinese, Access
Education
University of California, Berkeley 2011 — 2013
Bachelor of Arts (B.A.), Economic
Diablo Valley College 2008 — 2011
General Studies, General Studies
Yuet Wah College 2003 — 2008
High School Diploma, General Studies
Vito Cristino Jr.'s Waddell & Reed Experience May 2009 - August 2009
Job Inside Sales Lead Generator at Moneris Solutions
Industry Information Technology and Services
Experience
Moneris Solutions May 2014 - Present
bswift October 2013 - May 2014
The Fresh Market October 2012 - October 2013
NISRA Foundation February 2012 - April 2012
Where you shop October 2011 - February 2012
CORE Print Solutions June 2011 - July 2011
Target Corporation October 2010 - January 2011
Country Club Estates Beach Association May 2004 - September 2010
Waddell & Reed May 2009 - August 2009
Skills
Event Management, Public Speaking, Marketing, Market Research, Business Model..., Business Model..., Entrepreneurship, Sales, Customer Satisfaction, Customer Oriented, Building Relationships, Social Networking, Singing, Microsoft Office, Team Building, New Business Development, Sales Process
Education
University of Wisconsin-Whitewater 2008 — 2010
Bachelors Business Administration, General Business, Entrepreneurship
Elgin Community College 2006 — 2008
Associates in Arts, Business
Moneris Solutions May 2014 - Present
bswift October 2013 - May 2014
The Fresh Market October 2012 - October 2013
NISRA Foundation February 2012 - April 2012
Where you shop October 2011 - February 2012
CORE Print Solutions June 2011 - July 2011
Target Corporation October 2010 - January 2011
Country Club Estates Beach Association May 2004 - September 2010
Waddell & Reed May 2009 - August 2009
Skills
Event Management, Public Speaking, Marketing, Market Research, Business Model..., Business Model..., Entrepreneurship, Sales, Customer Satisfaction, Customer Oriented, Building Relationships, Social Networking, Singing, Microsoft Office, Team Building, New Business Development, Sales Process
Education
University of Wisconsin-Whitewater 2008 — 2010
Bachelors Business Administration, General Business, Entrepreneurship
Elgin Community College 2006 — 2008
Associates in Arts, Business
Taylor Hudson's Waddell & Reed Experience May 2010 - August 2010
Job Account Executive Trulia
Industry Real Estate
Experience
Avvo April 2015 - Present
Trulia January 2015 - February 2015
Colliers International December 2012 - September 2014
Veritox, Inc. April 2012 - November 2012
Waddell & Reed May 2010 - August 2010
Skills
Marketing, Microsoft Excel, Market Research, Research, Financial Analysis, Real Estate, Salesforce.com
Education
Washington State University - College of Business and Economics 2009 — 2011
B.S., Economics
Edmonds Community College 2007 — 2009
Associates
Avvo April 2015 - Present
Trulia January 2015 - February 2015
Colliers International December 2012 - September 2014
Veritox, Inc. April 2012 - November 2012
Waddell & Reed May 2010 - August 2010
Skills
Marketing, Microsoft Excel, Market Research, Research, Financial Analysis, Real Estate, Salesforce.com
Education
Washington State University - College of Business and Economics 2009 — 2011
B.S., Economics
Edmonds Community College 2007 — 2009
Associates
Lennie Walters's Waddell & Reed Experience February 2007 - Present
Job Assistant Vice President Product Management at Waddell & Reed
Industry Financial Services
Experience
Waddell & Reed February 2007 - Present
Skills
Mutual Funds, Investments, Series 7, Financial Services, Wealth Management, Customer Service, Series 63, Insurance, Securities, Finance, Asset Management, Leadership, Management, Strategic Financial..., CMFC Designation, Series 24, Financial Planning
Education
Emporia State University 2003 — 2005
B.S. Biology
Emporia State University 1997 — 2000
B.S. Business, Finance
Waddell & Reed February 2007 - Present
Skills
Mutual Funds, Investments, Series 7, Financial Services, Wealth Management, Customer Service, Series 63, Insurance, Securities, Finance, Asset Management, Leadership, Management, Strategic Financial..., CMFC Designation, Series 24, Financial Planning
Education
Emporia State University 2003 — 2005
B.S. Biology
Emporia State University 1997 — 2000
B.S. Business, Finance
Nancy Catron's Waddell & Reed Experience 1968 - 1980
Job Independent Accounting Professional
Industry Accounting
Experience
Resources Global Professionals April 2007 - Present
FedEx November 1989 - December 2004
Waddell & Reed 1968 - 1980
Skills
Financial Reporting, Accounting, Business Analysis, Business Process..., Process Improvement
Education
Rockhurst University 1979 — 1984
Master of Business Administration (M.B.A.), Accounting
Emporia State University 1963 — 1966
Bachelor of Science (BS), Business Administration and Management, General
Turner High School
Resources Global Professionals April 2007 - Present
FedEx November 1989 - December 2004
Waddell & Reed 1968 - 1980
Skills
Financial Reporting, Accounting, Business Analysis, Business Process..., Process Improvement
Education
Rockhurst University 1979 — 1984
Master of Business Administration (M.B.A.), Accounting
Emporia State University 1963 — 1966
Bachelor of Science (BS), Business Administration and Management, General
Turner High School
Chante Boyd's Waddell & Reed Experience January 2013 - Present
Job Quality Assurance Analyst at Waddell & Reed
Industry Financial Services
Experience
Waddell & Reed January 2013 - Present
Waddell & Reed January 2010 - December 2012
Waddell & Reed January 2007 - January 2010
Waddell & Reed December 2005 - January 2007
Birch Telecom June 2005 - August 2005
NAIC August 2004 - June 2005
Skills
Quality Center, User Acceptance Testing, Software Quality..., Test Planning, System Testing, SDLC, Quality Assurance, JIRA, Testing, Visio, Requirements Gathering, Business Requirements, Requirements Analysis, Mutual Funds, Software Documentation, SQL, Data Driven Testing, Test Data, Test Management, Test Cases, Regression Testing, Scrum, DB2, Vendor Management, Defect Tracking, Test Execution, Integration, Microsoft SQL Server, Waterfall, Test Strategy
Education
DeVry University-Missouri 2002 — 2005
Bachelor of Science (BS), Computer Information Systems
Waddell & Reed January 2013 - Present
Waddell & Reed January 2010 - December 2012
Waddell & Reed January 2007 - January 2010
Waddell & Reed December 2005 - January 2007
Birch Telecom June 2005 - August 2005
NAIC August 2004 - June 2005
Skills
Quality Center, User Acceptance Testing, Software Quality..., Test Planning, System Testing, SDLC, Quality Assurance, JIRA, Testing, Visio, Requirements Gathering, Business Requirements, Requirements Analysis, Mutual Funds, Software Documentation, SQL, Data Driven Testing, Test Data, Test Management, Test Cases, Regression Testing, Scrum, DB2, Vendor Management, Defect Tracking, Test Execution, Integration, Microsoft SQL Server, Waterfall, Test Strategy
Education
DeVry University-Missouri 2002 — 2005
Bachelor of Science (BS), Computer Information Systems
Earl Abbott's Waddell & Reed Experience January 2001 - December 2002
Job Defense & Space Professional
Industry Defense & Space
Experience
United Space Alliance 2008 - 2010
Waddell & Reed January 2001 - December 2002
Education
University of Central Florida
Bachelor's of Science, Business Administration
Brevard Community College
Associate of Science, Aerospace Technology
United Space Alliance 2008 - 2010
Waddell & Reed January 2001 - December 2002
Education
University of Central Florida
Bachelor's of Science, Business Administration
Brevard Community College
Associate of Science, Aerospace Technology
Andre Warren's Waddell & Reed Experience January 2011 - May 2011
Job Management Assistant at Enterprise RentACar
Industry Consumer Services
Experience
Enterprise November 2011 - Present
Waddell & Reed January 2011 - May 2011
Skills
Sales, Customer Satisfaction, Customer Service, Data Entry, Relationship Management, Market Planning, Risk Assessment, Problem Solving, Organizational..., Leadership, Work Well Independently, Self-starter
Education
Eastern Connecticut State University 2007 — 2011
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General
Enterprise November 2011 - Present
Waddell & Reed January 2011 - May 2011
Skills
Sales, Customer Satisfaction, Customer Service, Data Entry, Relationship Management, Market Planning, Risk Assessment, Problem Solving, Organizational..., Leadership, Work Well Independently, Self-starter
Education
Eastern Connecticut State University 2007 — 2011
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General
Pam Giannette's Waddell & Reed Experience February 2001 - July 2002
Job Registered Representative, New England Securities
Industry Facilities Services
Experience
New England Financial February 2012 - Present
State Farm Insurance August 2002 - January 2012
Waddell & Reed February 2001 - July 2002
Skills
Team Management, Training & Development, Insurance, Investments, Business Planning
Education
Fordham University 1978 — 1983
Bachelor of Arts (BA), English/Language Arts Teacher Education
Fairfield University
Master of Arts (MA), Education
New England Financial February 2012 - Present
State Farm Insurance August 2002 - January 2012
Waddell & Reed February 2001 - July 2002
Skills
Team Management, Training & Development, Insurance, Investments, Business Planning
Education
Fordham University 1978 — 1983
Bachelor of Arts (BA), English/Language Arts Teacher Education
Fairfield University
Master of Arts (MA), Education
Jennifer Gause's Waddell & Reed Experience 2000 - August 2005
Job Transportation Specialist at Continental Transportation Services Inc.
Industry Transportation/Trucking/Railroad
Experience
Continental Transportation Services Inc. August 2005 - Present
Schut Farms 2000 - September 2005
Waddell & Reed 2000 - August 2005
Skills
Invoicing, Trucking
Education
Dakota State University 1993 — 1995
Associate's degree, Modern Office Systems
Continental Transportation Services Inc. August 2005 - Present
Schut Farms 2000 - September 2005
Waddell & Reed 2000 - August 2005
Skills
Invoicing, Trucking
Education
Dakota State University 1993 — 1995
Associate's degree, Modern Office Systems
Andrew VanWagoner's Waddell & Reed Experience October 2005 - October 2013
Job Technical Consultant at Fruition Partners
Industry Information Technology and Services
Experience
Fruition Partners October 2013 - Present
Waddell & Reed October 2005 - October 2013
Skills
SDLC, Visio, Vendor Management, Business Analysis, Process Improvement, SharePoint, ITIL, Risk Management, Analysis, Asset Management, ServiceNow, Integration, System Integration..., Process Design, Software Documentation, SQL, IT Management, Requirements Gathering, Requirements Analysis, IT Strategy, Enterprise Architecture, Disaster Recovery
Education
Emporia State University
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Fruition Partners October 2013 - Present
Waddell & Reed October 2005 - October 2013
Skills
SDLC, Visio, Vendor Management, Business Analysis, Process Improvement, SharePoint, ITIL, Risk Management, Analysis, Asset Management, ServiceNow, Integration, System Integration..., Process Design, Software Documentation, SQL, IT Management, Requirements Gathering, Requirements Analysis, IT Strategy, Enterprise Architecture, Disaster Recovery
Education
Emporia State University
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Connie Pittelkow's Waddell & Reed Experience May 1999 - July 2002
Job Employer Services Coordinator at Marsh & McLennan Companies, Inc.
Industry Financial Services
Experience
Marsh & McLennan Agency - Upper Midwest August 2002 - Present
Waddell & Reed May 1999 - July 2002
Education
Dakota County Technical College
Travel Planner
Willmar Senior High School
Marsh & McLennan Agency - Upper Midwest August 2002 - Present
Waddell & Reed May 1999 - July 2002
Education
Dakota County Technical College
Travel Planner
Willmar Senior High School
Heidi Whitcomb's Waddell & Reed Experience February 2011 - Present
Job Quality Assurance Associate at Waddell & Reed
Industry Financial Services
Experience
Waddell & Reed February 2011 - Present
Welborn Pet Hospital April 2006 - February 2011
Education
Emporia State University
Waddell & Reed February 2011 - Present
Welborn Pet Hospital April 2006 - February 2011
Education
Emporia State University
T Rowe Price
The Blackstone Group
Pioneer Investments
Lazard
ING Investment Management
Deutsche Asset Management
Lazard Asset Management
Natixis Global Asset Management