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
Erika Moran Erika Moran's Waddell & Reed Experience January 2012 - March 2012
Job Financial Specialist at Florida Office of Financial Regulation
Industry Financial Services
Experience
Florida Office of Financial Regulation July 2015 - Present
Florida Office of Financial Regulation August 2012 - Present
Publix Super Markets April 2005 - September 2012
Florida Department of Law Enforcement January 2012 - April 2012
Waddell & Reed January 2012 - March 2012
Skills
Customer Service, Excel, PowerPoint, Word, Microsoft Office, Cash Handling, Team Coordination, Outlook, Financial Analysis, Retail, Financial Reporting, Risk Management, Telephone Skills, Finance, Analysis, Accounting, Time Management, Teamwork, Critical Thinking
Education
Florida State University 2008 — 2012
Bachelor of Science, Finance
Lemon Bay High School 2004 — 2008
High School Diploma
Florida Office of Financial Regulation July 2015 - Present
Florida Office of Financial Regulation August 2012 - Present
Publix Super Markets April 2005 - September 2012
Florida Department of Law Enforcement January 2012 - April 2012
Waddell & Reed January 2012 - March 2012
Skills
Customer Service, Excel, PowerPoint, Word, Microsoft Office, Cash Handling, Team Coordination, Outlook, Financial Analysis, Retail, Financial Reporting, Risk Management, Telephone Skills, Finance, Analysis, Accounting, Time Management, Teamwork, Critical Thinking
Education
Florida State University 2008 — 2012
Bachelor of Science, Finance
Lemon Bay High School 2004 — 2008
High School Diploma
Alysa Gekozyan Alysa Gekozyan's Waddell & Reed Experience April 2012 - August 2012
Job Finance
Industry Accounting
Experience
Paul J. Davidian & Co. October 2014 - February 2015
Kelmar Associates June 2013 - March 2014
Waddell & Reed April 2012 - August 2012
Skills
Microsoft Word, Customer Service, PowerPoint, Teamwork, Microsoft Excel, Microsoft Office, Research, Time Management, Outlook, Data Entry, Accounting, UltraTax, QuickBooks
Education
California State University-Northridge 2011 — 2013
Bachelor's of Science, Finance
Glendale Community College 2009 — 2011
Paul J. Davidian & Co. October 2014 - February 2015
Kelmar Associates June 2013 - March 2014
Waddell & Reed April 2012 - August 2012
Skills
Microsoft Word, Customer Service, PowerPoint, Teamwork, Microsoft Excel, Microsoft Office, Research, Time Management, Outlook, Data Entry, Accounting, UltraTax, QuickBooks
Education
California State University-Northridge 2011 — 2013
Bachelor's of Science, Finance
Glendale Community College 2009 — 2011
REDA BELLAKHDIM REDA BELLAKHDIM's Waddell & Reed Experience February 2013 - October 2013
Job Account Representative at WoodruffSawyer & Co
Industry Financial Services
Experience
Woodruff-Sawyer & Co December 2014 - Present
Woodruff-Sawyer & Co November 2014 - December 2014
Woodruff-Sawyer & Co October 2013 - October 2014
Waddell & Reed February 2013 - October 2013
Roots of Peace April 2012 - August 2012
Blake's Lotaburger January 2011 - December 2011
CFG GROUP July 2010 - August 2010
ONCF June 2009 - August 2009
Skills
Financial Modeling, Financial Analysis, Valuation, Accounting, Corporate Finance, Finance, Investments, Microsoft Excel, Financial Reporting, Data Analysis, Equity Research, Technical Analysis, Economics, Forecasting, Mergers & Acquisitions, PowerPoint, Strategic Financial..., Financial Statements, Analysis, Portfolio Management, Auditing, Financial Accounting, Bloomberg, Asset Management, Risk Management, Equities, Securities, Managerial Finance, Investment Banking, Business Valuation, Financial Markets, Trading, Equity Valuation, Credit Analysis, Financial Forecasting, Access, Capital Markets
Education
Golden Gate University 2012 — 2013
Master of Science (M.S.), Investment Management, 3.85
The University of New Mexico 2007 — 2010
Bachelor of Business Administration (B.B.A.), Finance, General, 3.08 Overall, 3.94 Major GPA
Woodruff-Sawyer & Co December 2014 - Present
Woodruff-Sawyer & Co November 2014 - December 2014
Woodruff-Sawyer & Co October 2013 - October 2014
Waddell & Reed February 2013 - October 2013
Roots of Peace April 2012 - August 2012
Blake's Lotaburger January 2011 - December 2011
CFG GROUP July 2010 - August 2010
ONCF June 2009 - August 2009
Skills
Financial Modeling, Financial Analysis, Valuation, Accounting, Corporate Finance, Finance, Investments, Microsoft Excel, Financial Reporting, Data Analysis, Equity Research, Technical Analysis, Economics, Forecasting, Mergers & Acquisitions, PowerPoint, Strategic Financial..., Financial Statements, Analysis, Portfolio Management, Auditing, Financial Accounting, Bloomberg, Asset Management, Risk Management, Equities, Securities, Managerial Finance, Investment Banking, Business Valuation, Financial Markets, Trading, Equity Valuation, Credit Analysis, Financial Forecasting, Access, Capital Markets
Education
Golden Gate University 2012 — 2013
Master of Science (M.S.), Investment Management, 3.85
The University of New Mexico 2007 — 2010
Bachelor of Business Administration (B.B.A.), Finance, General, 3.08 Overall, 3.94 Major GPA
Chris Kastens Chris Kastens's Waddell & Reed Experience June 2015 - August 2015
Job Student at Georgia State University
Industry Accounting
Experience
The Piedmont Group of Atlanta, LLC August 2015 - Present
Pi Kappa Alpha International Fraternity December 2014 - Present
Georgia State University August 2012 - Present
Waddell & Reed June 2015 - August 2015
Orr & Associates March 2015 - June 2015
vineyard vines March 2014 - March 2015
Pi Kappa Alpha International Fraternity May 2014 - December 2014
KR Witwer Construction June 2012 - August 2012
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Customer Service, Social Networking, Event Planning, Microsoft Word, Facebook, Public Speaking, Marketing, Event Management, Editing, Social Media Marketing, Research, Retail, Sales, Public Relations, Statistics, Leadership, Organization Skills, Organizational..., Team Leadership
Education
Georgia State University 2012 — 2016
Accounting
Georgia State University
The Piedmont Group of Atlanta, LLC August 2015 - Present
Pi Kappa Alpha International Fraternity December 2014 - Present
Georgia State University August 2012 - Present
Waddell & Reed June 2015 - August 2015
Orr & Associates March 2015 - June 2015
vineyard vines March 2014 - March 2015
Pi Kappa Alpha International Fraternity May 2014 - December 2014
KR Witwer Construction June 2012 - August 2012
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Customer Service, Social Networking, Event Planning, Microsoft Word, Facebook, Public Speaking, Marketing, Event Management, Editing, Social Media Marketing, Research, Retail, Sales, Public Relations, Statistics, Leadership, Organization Skills, Organizational..., Team Leadership
Education
Georgia State University 2012 — 2016
Accounting
Georgia State University
Martin Hood's Waddell & Reed Experience August 2012 - November 2012
Job Investment Banking Analyst at SunTrust Robinson Humphrey
Industry Investment Banking
Experience
SunTrust Robinson Humphrey July 2015 - Present
Phi Kappa Tau Fraternity Beta Iota Chapter November 2013 - November 2014
CANTOR FUND MANAGEMENT, LLC May 2014 - September 2014
Waddell & Reed August 2012 - November 2012
LAMCO Advisory Services, Inc. June 2012 - August 2012
Skills
Leadership, Financial Analysis, Management, Investments, Financial Modeling, Public Speaking, Marketing, Private Equity, Finance, Business Strategy, Real Estate, Valuation, Analysis, Microsoft Excel, Corporate Finance, Investment Banking
Education
Florida State University 2011 — 2015
Bachelor of Science (BS), Finance, General; Real Estate, General
Trinity Preparatory School
SunTrust Robinson Humphrey July 2015 - Present
Phi Kappa Tau Fraternity Beta Iota Chapter November 2013 - November 2014
CANTOR FUND MANAGEMENT, LLC May 2014 - September 2014
Waddell & Reed August 2012 - November 2012
LAMCO Advisory Services, Inc. June 2012 - August 2012
Skills
Leadership, Financial Analysis, Management, Investments, Financial Modeling, Public Speaking, Marketing, Private Equity, Finance, Business Strategy, Real Estate, Valuation, Analysis, Microsoft Excel, Corporate Finance, Investment Banking
Education
Florida State University 2011 — 2015
Bachelor of Science (BS), Finance, General; Real Estate, General
Trinity Preparatory School
Nick Flatness Nick Flatness's Waddell & Reed Experience December 2013 - July 2014
Job Financial Advisor, Functional Manager at MetLife Premier Client Group
Industry Financial Services
Experience
MetLife Premier Client Group July 2014 - Present
Waddell & Reed December 2013 - July 2014
Holt Dental Supply June 2012 - December 2013
Forest Laboratories June 2009 - June 2012
Waddell & Reed June 2006 - June 2009
Skills
Wealth Accumulation..., Retirement Income..., Estate Conservation..., IRA and 401k Rollovers, Investment Management, Life Insurance, Disability Insurance, Managed Accounts, Series 7, Series 66
Education
Hamline University 2002 — 2006
Bachelor of Science, Business
Hamline University 2002 — 2006
Bachelor of Science (B.S.), Business Administration and Management, General
MetLife Premier Client Group July 2014 - Present
Waddell & Reed December 2013 - July 2014
Holt Dental Supply June 2012 - December 2013
Forest Laboratories June 2009 - June 2012
Waddell & Reed June 2006 - June 2009
Skills
Wealth Accumulation..., Retirement Income..., Estate Conservation..., IRA and 401k Rollovers, Investment Management, Life Insurance, Disability Insurance, Managed Accounts, Series 7, Series 66
Education
Hamline University 2002 — 2006
Bachelor of Science, Business
Hamline University 2002 — 2006
Bachelor of Science (B.S.), Business Administration and Management, General
Alonzo Portwine Alonzo Portwine's Waddell & Reed Experience March 2010 - May 2011
Job Financial Advisor
Industry Financial Services
Experience
First Command Financial Services 2011 - Present
Waddell & Reed March 2010 - May 2011
Marcus & Millichap May 2007 - January 2009
United States Air Force May 1999 - April 2005
Skills
Comprehensive Planning, Investment Strategies, Risk Management, Retirement Planning, Cash Management, Personal Budgeting, Debt Elimination, Life Insurance, Long Term Care Insurance, 401k Rollovers, IRAs, 403 b, Pensions, Estate Planning, Investments, Credit, Portfolio Management, Insurance, Financial Analysis, Financial Services
Education
Georgia State University - J. Mack Robinson College of Business 2004 — 2007
BBA, Finance/Marketing
First Command Financial Services 2011 - Present
Waddell & Reed March 2010 - May 2011
Marcus & Millichap May 2007 - January 2009
United States Air Force May 1999 - April 2005
Skills
Comprehensive Planning, Investment Strategies, Risk Management, Retirement Planning, Cash Management, Personal Budgeting, Debt Elimination, Life Insurance, Long Term Care Insurance, 401k Rollovers, IRAs, 403 b, Pensions, Estate Planning, Investments, Credit, Portfolio Management, Insurance, Financial Analysis, Financial Services
Education
Georgia State University - J. Mack Robinson College of Business 2004 — 2007
BBA, Finance/Marketing
Scott Swinford Scott Swinford's Waddell & Reed Experience January 2010 - May 2010
Job Sr. Underwriter Foreign Casualty at ACE Group
Industry Insurance
Experience
ACE Group August 2015 - Present
Southern Insurance Underwriters, Inc. October 2014 - July 2015
Insurance House June 2011 - October 2014
Waddell & Reed January 2010 - May 2010
Skills
Property & Casualty..., Excess & Surplus Lines, Professional Liability, ImageRight, Microsoft Office, Commercial Lines, Brokers, Casualty, Underwriting, Insurance, General Insurance, Commercial Insurance, Claim, Excess, Property, Risk Management, D, Inland Marine, Casualty Insurance, D&O
Education
Georgia State University 2006 — 2010
Bachelor of Business Administration (B.B.A.), Finance
ACE Group August 2015 - Present
Southern Insurance Underwriters, Inc. October 2014 - July 2015
Insurance House June 2011 - October 2014
Waddell & Reed January 2010 - May 2010
Skills
Property & Casualty..., Excess & Surplus Lines, Professional Liability, ImageRight, Microsoft Office, Commercial Lines, Brokers, Casualty, Underwriting, Insurance, General Insurance, Commercial Insurance, Claim, Excess, Property, Risk Management, D, Inland Marine, Casualty Insurance, D&O
Education
Georgia State University 2006 — 2010
Bachelor of Business Administration (B.B.A.), Finance
Andrea Offley's Waddell & Reed Experience August 2011 - December 2011
Job Accounting Clerk at Forsberg & Umlauf
Industry Facilities Services
Experience
Forsberg & Umlauf January 2015 - Present
Salesforce September 2014 - January 2015
PostageInk.com October 2013 - January 2015
Law Office of Matt Liebenhaut August 2012 - May 2013
Waddell & Reed August 2011 - December 2011
Florida Historic Capitol Museum January 2011 - April 2011
Skills
PowerPoint, Event Planning, Microsoft Excel, Microsoft Word, Customer Service, Public Speaking, Critical Thinking, Facebook, Time Management, Teamwork, Organization, Microsoft Office, Email Marketing, Analysis, Finance, Management, Marketing
Education
Florida State University - College of Business 2009 — 2013
Bachelor of Science (B.S.), Finance
J R Arnold High School
J R Arnold High School
Forsberg & Umlauf January 2015 - Present
Salesforce September 2014 - January 2015
PostageInk.com October 2013 - January 2015
Law Office of Matt Liebenhaut August 2012 - May 2013
Waddell & Reed August 2011 - December 2011
Florida Historic Capitol Museum January 2011 - April 2011
Skills
PowerPoint, Event Planning, Microsoft Excel, Microsoft Word, Customer Service, Public Speaking, Critical Thinking, Facebook, Time Management, Teamwork, Organization, Microsoft Office, Email Marketing, Analysis, Finance, Management, Marketing
Education
Florida State University - College of Business 2009 — 2013
Bachelor of Science (B.S.), Finance
J R Arnold High School
J R Arnold High School
Katherine Morris, CFP® Katherine Morris, CFP®'s Waddell & Reed Experience September 2003 - December 2006
Job CERTIFIED FINANCIAL PLANNER™ professional at Veritrust Wealth Management
Industry Financial Services
Experience
Veritrust Wealth Management October 2013 - Present
Veritrust Financial January 2007 - October 2013
Waddell & Reed September 2003 - December 2006
HSBC May 2002 - September 2003
Skills
Investments, Securities, Fixed Annuities, Retirement Planning, Wealth Management, Series 63, Mutual Funds, Series 7, Strategic Financial..., Portfolio Management, Retirement, Life Insurance, Insurance, Investment Management, Asset Managment, 401k, Fixed Income, Equities, Financial Analysis, Disability Insurance, Financial Services, Asset Allocation, Finance, Investment Advisory, IRAs, Asset Management
Education
Illinois Wesleyan University 1998 — 2002
BA, Economics (Magna Cum Laude)
Veritrust Wealth Management October 2013 - Present
Veritrust Financial January 2007 - October 2013
Waddell & Reed September 2003 - December 2006
HSBC May 2002 - September 2003
Skills
Investments, Securities, Fixed Annuities, Retirement Planning, Wealth Management, Series 63, Mutual Funds, Series 7, Strategic Financial..., Portfolio Management, Retirement, Life Insurance, Insurance, Investment Management, Asset Managment, 401k, Fixed Income, Equities, Financial Analysis, Disability Insurance, Financial Services, Asset Allocation, Finance, Investment Advisory, IRAs, Asset Management
Education
Illinois Wesleyan University 1998 — 2002
BA, Economics (Magna Cum Laude)
Joshua Bradley, J.D., M.B.A. Joshua Bradley, J.D., M.B.A.'s Waddell & Reed Experience March 2010 - November 2010
Job Law Clerk at Kustoff & Strickland, PLLC
Industry Law Practice
Experience
Kustoff & Strickland, PLLC March 2014 - Present
City of Memphis, Neighborhood Preservation Clinic January 2015 - May 2015
LexisNexis 2013 - 2015
LexisNexis 2013 - 2015
Shelby County Public Defender May 2013 - August 2013
Avenue Bank January 2011 - May 2012
Waddell & Reed March 2010 - November 2010
Bradley Property Preservation 2008 - 2010
Skills
Legal Research, Legal Writing, Litigation, Banking, Commercial Banking, Finance, Financial Services, Insurance, Financial Analysis, Wealth Management, Loans, Mortgage Lending, Consumer Lending, Credit Analysis, Commercial Lending, Treasury Management, Credit, Strategic Financial..., Small Business Lending, Civil Litigation, Commercial Litigation
Education
The University of Memphis—Cecil C. Humphreys School of Law 2012 — 2015
Juris Doctor (J.D.), Law and Business
University of Memphis, Fogelman College of Business & Economics 2014 — 2015
Master of Business Administration (M.B.A.), Business Administration and Management
Haslam College of Business at the University of Tennessee 2007 — 2009
Business, Finance
Kustoff & Strickland, PLLC March 2014 - Present
City of Memphis, Neighborhood Preservation Clinic January 2015 - May 2015
LexisNexis 2013 - 2015
LexisNexis 2013 - 2015
Shelby County Public Defender May 2013 - August 2013
Avenue Bank January 2011 - May 2012
Waddell & Reed March 2010 - November 2010
Bradley Property Preservation 2008 - 2010
Skills
Legal Research, Legal Writing, Litigation, Banking, Commercial Banking, Finance, Financial Services, Insurance, Financial Analysis, Wealth Management, Loans, Mortgage Lending, Consumer Lending, Credit Analysis, Commercial Lending, Treasury Management, Credit, Strategic Financial..., Small Business Lending, Civil Litigation, Commercial Litigation
Education
The University of Memphis—Cecil C. Humphreys School of Law 2012 — 2015
Juris Doctor (J.D.), Law and Business
University of Memphis, Fogelman College of Business & Economics 2014 — 2015
Master of Business Administration (M.B.A.), Business Administration and Management
Haslam College of Business at the University of Tennessee 2007 — 2009
Business, Finance
Nathan Adams, CWS®'s Waddell & Reed Experience January 2011 - December 2012
Job Assistant Vice President at Ingram Financial Group
Industry Financial Services
Experience
Ingram Financial Group January 2013 - Present
Investors Capital January 2013 - Present
Waddell & Reed January 2011 - December 2012
UBS 2010 - 2010
Skills
Series 7, Investments, Asset Allocation, Retirement Planning, Portfolio Management, Mutual Funds, Microsoft Excel, Strategic Financial..., Investment Strategies, Retirement, Finance, Insurance, Financial Analysis, Wealth Management, Visionary, Risk Management, Friendly Personality, Fixed Annuities, Long-term Care, Series 66, Securities, Wealth, Financial Services, Wealth Management..., Series 63, FINRA, Life Insurance, Asset Management, Term Life Insurance, IRAs, Investment Advisory, Uniform Combined State..., Financial Planning, Financial Advisory
Education
Florida State University - College of Business 2007 — 2011
Bachelor of Science (B.S.), Finance, General
Lake Region High School 2004 — 2007
Ingram Financial Group January 2013 - Present
Investors Capital January 2013 - Present
Waddell & Reed January 2011 - December 2012
UBS 2010 - 2010
Skills
Series 7, Investments, Asset Allocation, Retirement Planning, Portfolio Management, Mutual Funds, Microsoft Excel, Strategic Financial..., Investment Strategies, Retirement, Finance, Insurance, Financial Analysis, Wealth Management, Visionary, Risk Management, Friendly Personality, Fixed Annuities, Long-term Care, Series 66, Securities, Wealth, Financial Services, Wealth Management..., Series 63, FINRA, Life Insurance, Asset Management, Term Life Insurance, IRAs, Investment Advisory, Uniform Combined State..., Financial Planning, Financial Advisory
Education
Florida State University - College of Business 2007 — 2011
Bachelor of Science (B.S.), Finance, General
Lake Region High School 2004 — 2007
Barbara Moak Barbara Moak's Waddell & Reed Experience 2000 - 2010
Job Registered Nurse
Industry Hospital & Health Care
Experience
Seattle Cancer Care Alliance April 2014 - October 2014
Northwest Medical Specialties 2013 - 2014
New Care Concepts, Inc. 2012 - 2013
Home Instead Senior Care 2011 - 2011
Waddell & Reed 2000 - 2010
Skills
Oncology Nursing, Hematology, Nursing Process, Nursing Care, Nursing Documentation, Telephone Triage, Communication Skills, Client Confidentiality, Medical Terminology, Resourceful..., Medication Therapy..., Patient Education, Dedication to..., Continuing Education, Customer Satisfaction, Service Coordination, Project Management, Flexible approach to..., Event Management, Marketing Communications, EMRs, Eye for Details, Healthcare, Nursing
Education
Highline Community College 2010 — 2012
Associate's Degree, AAS: RN (Nursing), Graduated
Western Washington University 1979 — 1983
Bachelor's Degree, Business Administration and Management, General, Graduated
Seattle Cancer Care Alliance April 2014 - October 2014
Northwest Medical Specialties 2013 - 2014
New Care Concepts, Inc. 2012 - 2013
Home Instead Senior Care 2011 - 2011
Waddell & Reed 2000 - 2010
Skills
Oncology Nursing, Hematology, Nursing Process, Nursing Care, Nursing Documentation, Telephone Triage, Communication Skills, Client Confidentiality, Medical Terminology, Resourceful..., Medication Therapy..., Patient Education, Dedication to..., Continuing Education, Customer Satisfaction, Service Coordination, Project Management, Flexible approach to..., Event Management, Marketing Communications, EMRs, Eye for Details, Healthcare, Nursing
Education
Highline Community College 2010 — 2012
Associate's Degree, AAS: RN (Nursing), Graduated
Western Washington University 1979 — 1983
Bachelor's Degree, Business Administration and Management, General, Graduated
Rachel Sylverne Rachel Sylverne's Waddell & Reed Experience July 2009 - May 2012
Job Accounting & Operation at PRT (Plastic Recovery Technologies)
Industry Environmental Services
Experience
PRT (Plastic Recovery Technologies) September 2014 - Present
Northwestern Mutual May 2012 - September 2014
Waddell & Reed July 2009 - May 2012
Skills
Derivatives, Options, Finance, Series 7, Series 66, Mathematics, Statistics, Painting, Chinese, Research, Quantitative Finance
Education
Illinois Institute of Technology 2006 — 2008
Master of Science, Finance
Chengdu Institute of Technology 2006 — 2009
Bachelor of Art, Economics
PRT (Plastic Recovery Technologies) September 2014 - Present
Northwestern Mutual May 2012 - September 2014
Waddell & Reed July 2009 - May 2012
Skills
Derivatives, Options, Finance, Series 7, Series 66, Mathematics, Statistics, Painting, Chinese, Research, Quantitative Finance
Education
Illinois Institute of Technology 2006 — 2008
Master of Science, Finance
Chengdu Institute of Technology 2006 — 2009
Bachelor of Art, Economics
Jeff Bieker Jeff Bieker's Waddell & Reed Experience July 2006 - September 2009
Job Manager Treasury Services at Sunflower Electric Power Corporation
Industry Accounting
Experience
Adams, Brown, Beran & Ball Chtd October 2009 - July 2013
Waddell & Reed July 2006 - September 2009
Skills
Tax Preparation, Auditing, Corporate Tax, Financial Reporting, Accounting, General Ledger, Tax, Income Tax, Partnership Taxation, CPA, Account Reconciliation, QuickBooks, GAAP, Strategic Planning, Leadership, Management, Microsoft Office
Education
Fort Hays State University 2002 — 2005
Bachelor's degree, Accounting
University of Nebraska-Lincoln 2001 — 2002
Accounting
Adams, Brown, Beran & Ball Chtd October 2009 - July 2013
Waddell & Reed July 2006 - September 2009
Skills
Tax Preparation, Auditing, Corporate Tax, Financial Reporting, Accounting, General Ledger, Tax, Income Tax, Partnership Taxation, CPA, Account Reconciliation, QuickBooks, GAAP, Strategic Planning, Leadership, Management, Microsoft Office
Education
Fort Hays State University 2002 — 2005
Bachelor's degree, Accounting
University of Nebraska-Lincoln 2001 — 2002
Accounting
Kimberly Coleman-Thomas's Waddell & Reed Experience November 1998 - June 2011
Job Wealth Accumulation Specialist
Industry Insurance
Experience
Sanmar July 2011 - Present
Waddell & Reed November 1998 - June 2011
Skills
Public Speaking, Event Planning, Customer Service, Strategic Planning, Coaching, Human Resources, Training, Community Outreach, Management, Nonprofits, New Business Development, Policy, Fundraising, Leadership Development, Leadership, Small Business, Finance, Budgets, Insurance, Investments, Microsoft Office, Team Building, Program Management
Education
Howard University 1992 — 1995
Bachelor of Science, Psychology
Florida A&M University 1990 — 1992
Member of Delta Sigma Theta Sorority, Inc.
Sanmar July 2011 - Present
Waddell & Reed November 1998 - June 2011
Skills
Public Speaking, Event Planning, Customer Service, Strategic Planning, Coaching, Human Resources, Training, Community Outreach, Management, Nonprofits, New Business Development, Policy, Fundraising, Leadership Development, Leadership, Small Business, Finance, Budgets, Insurance, Investments, Microsoft Office, Team Building, Program Management
Education
Howard University 1992 — 1995
Bachelor of Science, Psychology
Florida A&M University 1990 — 1992
Member of Delta Sigma Theta Sorority, Inc.
Amanda Davis Amanda Davis's Waddell & Reed Experience October 2013 - September 2015
Job Research Project Coordinator at The University of Kansas
Industry Financial Services
Experience
The University of Kansas September 2015 - Present
Relay For Life of Douglas County June 2013 - Present
Waddell & Reed October 2013 - September 2015
Waddell & Reed January 2012 - November 2013
Waddell & Reed May 2010 - January 2012
Landrum & Brown, Inc January 2008 - May 2010
Executive Benefits Network/Northwestern Mutual April 2004 - March 2008
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Event Planning, Outlook, Social Media, Public Speaking, Data Analysis, Administrative..., Research, Strategic Planning, Marketing, Data Entry, Project Management, Public Relations, Access, Fundraising, Management, Leadership, Editing, Social Media Marketing
Education
Franklin University 2008 — 2010
Bachelor of Science (B.S.), Business Administration & eMarketing
Johnson County Community College 2001 — 2003
Associate’s Degree, General Studies
Lawrence High School 1997 — 2000
The University of Kansas September 2015 - Present
Relay For Life of Douglas County June 2013 - Present
Waddell & Reed October 2013 - September 2015
Waddell & Reed January 2012 - November 2013
Waddell & Reed May 2010 - January 2012
Landrum & Brown, Inc January 2008 - May 2010
Executive Benefits Network/Northwestern Mutual April 2004 - March 2008
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Event Planning, Outlook, Social Media, Public Speaking, Data Analysis, Administrative..., Research, Strategic Planning, Marketing, Data Entry, Project Management, Public Relations, Access, Fundraising, Management, Leadership, Editing, Social Media Marketing
Education
Franklin University 2008 — 2010
Bachelor of Science (B.S.), Business Administration & eMarketing
Johnson County Community College 2001 — 2003
Associate’s Degree, General Studies
Lawrence High School 1997 — 2000
Carole James Carole James's Waddell & Reed Experience June 2000 - September 2006
Job Crude Helium Sales Analyst at Bureau of Land Management
Industry Government Administration
Experience
Bureau of Land Management June 2014 - Present
Bureau of Land Management July 2012 - June 2014
Hastings Entertainment September 2006 - November 2011
Hastings Entertainment September 2006 - November 2011
Hastings Entertainment September 2006 - October 2008
Waddell & Reed June 2000 - September 2006
Waddell & Reed, Inc June 2000 - September 2006
HomeLand Real Estate May 1995 - June 2000
HomeLand Real Estate May 1995 - June 2000
US Navy April 1989 - April 1993
Skills
Time Management, Customer Service, Training, Outlook, Management, Microsoft Excel, Microsoft Office, Human Resources, Interviews, Advertising, Merchandising, Troubleshooting, Microsoft Word, Social Networking, Leadership, Sales
Education
Electronic Technician "C" School, US Navy 1988 — 1989
ET3 (NEC 1588), Test Equipment Calibration
Electronic Technician "A" School, US Navy 1988 — 1988
Electronic Technician, Electronic Technician
Grace University 1984 — 1986
Elementary Education
Grace University 1984 — 1985
School
Bureau of Land Management June 2014 - Present
Bureau of Land Management July 2012 - June 2014
Hastings Entertainment September 2006 - November 2011
Hastings Entertainment September 2006 - November 2011
Hastings Entertainment September 2006 - October 2008
Waddell & Reed June 2000 - September 2006
Waddell & Reed, Inc June 2000 - September 2006
HomeLand Real Estate May 1995 - June 2000
HomeLand Real Estate May 1995 - June 2000
US Navy April 1989 - April 1993
Skills
Time Management, Customer Service, Training, Outlook, Management, Microsoft Excel, Microsoft Office, Human Resources, Interviews, Advertising, Merchandising, Troubleshooting, Microsoft Word, Social Networking, Leadership, Sales
Education
Electronic Technician "C" School, US Navy 1988 — 1989
ET3 (NEC 1588), Test Equipment Calibration
Electronic Technician "A" School, US Navy 1988 — 1988
Electronic Technician, Electronic Technician
Grace University 1984 — 1986
Elementary Education
Grace University 1984 — 1985
School
Alexzan Daswani Alexzan Daswani's Waddell & Reed Experience June 2011 - January 2013
Job Dedicated Financial Services Professional helping families and individuals develop sound financial strategies.
Industry Financial Services
Experience
NYLIFE Securities LLC March 2013 - Present
New York Life Insurance Company March 2013 - Present
Waddell & Reed June 2011 - January 2013
Skills
Strategic Financial..., Investments, Financial Analysis, Financial Modeling, Portfolio Management, 401k Rollovers, Annuity Sales, Asset Allocation, Cash Management, Estate Planning, Fixed Annuities, Gifting Strategies, Insurance, Key Person Protection, Legacies, Licensed Life Insurance..., Multi-generational..., Multi-generational..., Multi-tasking Skills, Mutual Funds, Protection/Family..., Qualified Retirement..., Retirement Planning, Retirement Savings, Thought Leadership, Time Management, Variable Annuities, Wealth Accumulation, Wealth Management, Wealth Preservation, Wealth Management..., Finance, Life Insurance, Securities, Financial Services, Retirement, Asset Management
Education
Florida State University - College of Business 2006 — 2010
B.S., Finance
Florida State University 2006 — 2010
B.S., Economics
NYLIFE Securities LLC March 2013 - Present
New York Life Insurance Company March 2013 - Present
Waddell & Reed June 2011 - January 2013
Skills
Strategic Financial..., Investments, Financial Analysis, Financial Modeling, Portfolio Management, 401k Rollovers, Annuity Sales, Asset Allocation, Cash Management, Estate Planning, Fixed Annuities, Gifting Strategies, Insurance, Key Person Protection, Legacies, Licensed Life Insurance..., Multi-generational..., Multi-generational..., Multi-tasking Skills, Mutual Funds, Protection/Family..., Qualified Retirement..., Retirement Planning, Retirement Savings, Thought Leadership, Time Management, Variable Annuities, Wealth Accumulation, Wealth Management, Wealth Preservation, Wealth Management..., Finance, Life Insurance, Securities, Financial Services, Retirement, Asset Management
Education
Florida State University - College of Business 2006 — 2010
B.S., Finance
Florida State University 2006 — 2010
B.S., Economics
Mike Fulkerson, AWMA Mike Fulkerson, AWMA's Waddell & Reed Experience June 2004 - June 2011
Job Financial Advisor who feels Education Encourages Execution
Industry Financial Services
Experience
Chicago Investment Advisory Council July 2011 - Present
TUG (Tri-City Unemployment Group) 2007 - Present
Waddell & Reed June 2004 - June 2011
American Express Financial Advisors June 2002 - June 2004
Software Architects May 1997 - October 2001
Army National Guard 1992 - 2000
Skills
Strategic Financial..., Investments, Portfolio Management, Financial Services, Retirement Planning, Finance, Series 7, Estate Planning, Insurance, Fixed Annuities, Retirement, 401k, Connector of People, Small Business, Business Strategy, Mutual Funds, Wealth Management, Life Insurance, Disability Insurance, Financial Planners, Long-term Care, Financial Planning, Leadership
Education
Illinois State University 1993 — 1997
BS, Applied Computer Science, minor in Economics
Chicago Investment Advisory Council July 2011 - Present
TUG (Tri-City Unemployment Group) 2007 - Present
Waddell & Reed June 2004 - June 2011
American Express Financial Advisors June 2002 - June 2004
Software Architects May 1997 - October 2001
Army National Guard 1992 - 2000
Skills
Strategic Financial..., Investments, Portfolio Management, Financial Services, Retirement Planning, Finance, Series 7, Estate Planning, Insurance, Fixed Annuities, Retirement, 401k, Connector of People, Small Business, Business Strategy, Mutual Funds, Wealth Management, Life Insurance, Disability Insurance, Financial Planners, Long-term Care, Financial Planning, Leadership
Education
Illinois State University 1993 — 1997
BS, Applied Computer Science, minor in Economics
Peter Knezevich II, CFP®, CRPC®'s Waddell & Reed Experience January 2009 - June 2010
Job Compliance Specialist – Capital Markets at Raymond James & Associates, Inc.
Industry Financial Services
Experience
Raymond James & Associates, Inc. May 2014 - Present
Raymond James Financial Services, Inc. April 2012 - May 2014
USAA September 2010 - March 2012
Waddell & Reed January 2009 - June 2010
Ameriprise Financial Services, Inc. August 2007 - October 2008
Skills
Series 7, Series 66, Series 24, 2-15 Life, Health, and..., Financial Planning, Risk Management, Tax Planning, Retirement Planning, Investment Planning, Estate Planning, FINRA, Social Media, Outlook, Investments, Financial Advisory, Portfolio Management, Securities, Strategic Financial..., Uniform Combined State..., Asset Allocation, Financial Services, Mutual Funds
Education
Florida State University 2003 — 2007
Bachelor of Science (BS), Finance, General
Raymond James & Associates, Inc. May 2014 - Present
Raymond James Financial Services, Inc. April 2012 - May 2014
USAA September 2010 - March 2012
Waddell & Reed January 2009 - June 2010
Ameriprise Financial Services, Inc. August 2007 - October 2008
Skills
Series 7, Series 66, Series 24, 2-15 Life, Health, and..., Financial Planning, Risk Management, Tax Planning, Retirement Planning, Investment Planning, Estate Planning, FINRA, Social Media, Outlook, Investments, Financial Advisory, Portfolio Management, Securities, Strategic Financial..., Uniform Combined State..., Asset Allocation, Financial Services, Mutual Funds
Education
Florida State University 2003 — 2007
Bachelor of Science (BS), Finance, General
Meredith Baker's Waddell & Reed Experience August 2015 - Present
Job Advisor Assistant at Waddell & Reed Financial Advisors
Industry Financial Services
Experience
Waddell & Reed August 2015 - Present
J.P. Morgan April 2015 - August 2015
Waddell & Reed January 2015 - May 2015
Tuscan Sun Coffee House August 2014 - March 2015
The TJX Companies, Inc. March 2012 - July 2012
Florida State House of Representatives March 2011 - March 2011
Florida State House of Representatives March 2010 - March 2010
Skills
Customer Service, People Skills, Leadership, Writing, Stata, Microsoft Excel, Microsoft Word, Microsoft Office, POS, Time Management, Sales, Teamwork, Retail, Merchandising, Social Networking, Inventory Management, Retail Sales, PowerPoint
Education
Florida State University 2012 — 2016
Bachelor of Science (BS), Applied Economics, 3.7/4.0 GPA
Florida State University 2012 — 2016
Bachelor's Degree, Finance, General, 3.7/4.0 GPA
Waddell & Reed August 2015 - Present
J.P. Morgan April 2015 - August 2015
Waddell & Reed January 2015 - May 2015
Tuscan Sun Coffee House August 2014 - March 2015
The TJX Companies, Inc. March 2012 - July 2012
Florida State House of Representatives March 2011 - March 2011
Florida State House of Representatives March 2010 - March 2010
Skills
Customer Service, People Skills, Leadership, Writing, Stata, Microsoft Excel, Microsoft Word, Microsoft Office, POS, Time Management, Sales, Teamwork, Retail, Merchandising, Social Networking, Inventory Management, Retail Sales, PowerPoint
Education
Florida State University 2012 — 2016
Bachelor of Science (BS), Applied Economics, 3.7/4.0 GPA
Florida State University 2012 — 2016
Bachelor's Degree, Finance, General, 3.7/4.0 GPA
Kristi Strubhart Kristi Strubhart's Waddell & Reed Experience January 1999 - January 2000
Job Embracing the concept that life is about evolving & changing with every new experience & serving our fellow man.
Industry Nonprofit Organization Management
Experience
Trochta's Flowers & Garden Center May 2014 - Present
Community Service - Volunteerism August 2013 - June 2014
Good Shepherd School at Mercy June 2012 - June 2013
Investment Centers of America June 2011 - March 2012
Self June 2010 - March 2011
United Way of Logan County, OK & United Way of Lea County, NM August 2008 - February 2010
Consumer Credit Counseling Service of Central Oklahoma & CCCS of Greater Fort Worth March 2006 - February 2008
United Way of Lea County, Inc August 2002 - February 2006
Waddell & Reed January 1999 - January 2000
Skills
Marketing Strategy, Newsletters, Databases, Payroll, Employee Relations, New Hire Paperwork, Public Speaking, Credit Counseling, Financial Education, Non-profit..., Grant Writing, Marketing Communications, Public Relations, Event Planning, Conference Coordination, Office Administration, Database Administration, Data Mining, Nonprofits, Microsoft Office, People Skills, Proofreading, Rural Marketing, Sponsorship, Financial Services, Community Outreach, Media Relations, Budgets, Management, Time Management, Small Business, Strategy, Project Planning, Social Networking, Customer Service, Program Development, Volunteer Management, Training
Education
Hardin-Simmons University
Bachelor of Business Administration (B.B.A.), Business Administration
Perry High School
Trochta's Flowers & Garden Center May 2014 - Present
Community Service - Volunteerism August 2013 - June 2014
Good Shepherd School at Mercy June 2012 - June 2013
Investment Centers of America June 2011 - March 2012
Self June 2010 - March 2011
United Way of Logan County, OK & United Way of Lea County, NM August 2008 - February 2010
Consumer Credit Counseling Service of Central Oklahoma & CCCS of Greater Fort Worth March 2006 - February 2008
United Way of Lea County, Inc August 2002 - February 2006
Waddell & Reed January 1999 - January 2000
Skills
Marketing Strategy, Newsletters, Databases, Payroll, Employee Relations, New Hire Paperwork, Public Speaking, Credit Counseling, Financial Education, Non-profit..., Grant Writing, Marketing Communications, Public Relations, Event Planning, Conference Coordination, Office Administration, Database Administration, Data Mining, Nonprofits, Microsoft Office, People Skills, Proofreading, Rural Marketing, Sponsorship, Financial Services, Community Outreach, Media Relations, Budgets, Management, Time Management, Small Business, Strategy, Project Planning, Social Networking, Customer Service, Program Development, Volunteer Management, Training
Education
Hardin-Simmons University
Bachelor of Business Administration (B.B.A.), Business Administration
Perry High School
Ryan Willenborg's Waddell & Reed Experience May 2013 - August 2013
Job KPMG Audit Associate
Industry Accounting
Experience
KPMG US August 2015 - Present
Commercial ATM Systems, Inc. May 2014 - August 2014
Florida State University October 2013 - March 2014
Florida State University November 2012 - November 2013
Waddell & Reed May 2013 - August 2013
Bass Underwriters May 2012 - July 2012
Skills
Microsoft Excel, PowerPoint, Finance, Microsoft Word, Marketing, Budgets, Nonprofits, Accounting, Time Management, Leadership, Financial Analysis, Community Outreach, Project Management, Teamwork, Event Planning, Financial Accounting, Organizational..., Social Media, Training, Delegation, Financial Reporting, Leadership Development, Microsoft Office, Event Management, Data Analysis, Social Networking, Research, Fundraising, Facebook, Public Speaking, Insurance, Customer Service, Inventory Management, Inventory Analysis, Physical Inventory
Education
Florida State University 2011 — 2014
Bachelor's degree, Accounting and Finance, Junior
Florida State University 2011 — 2014
KPMG US August 2015 - Present
Commercial ATM Systems, Inc. May 2014 - August 2014
Florida State University October 2013 - March 2014
Florida State University November 2012 - November 2013
Waddell & Reed May 2013 - August 2013
Bass Underwriters May 2012 - July 2012
Skills
Microsoft Excel, PowerPoint, Finance, Microsoft Word, Marketing, Budgets, Nonprofits, Accounting, Time Management, Leadership, Financial Analysis, Community Outreach, Project Management, Teamwork, Event Planning, Financial Accounting, Organizational..., Social Media, Training, Delegation, Financial Reporting, Leadership Development, Microsoft Office, Event Management, Data Analysis, Social Networking, Research, Fundraising, Facebook, Public Speaking, Insurance, Customer Service, Inventory Management, Inventory Analysis, Physical Inventory
Education
Florida State University 2011 — 2014
Bachelor's degree, Accounting and Finance, Junior
Florida State University 2011 — 2014
Teresa Rivera Teresa Rivera's Waddell & Reed Experience February 2015 - Present
Job Community Liaison
Industry Hospital & Health Care
Experience
Waddell & Reed February 2015 - Present
Passages Hospice July 2013 - February 2014
Proctor Hospital November 2010 - July 2013
South Suburban Council on Alcoholism and Substance Abuse January 2012 - August 2012
Skills
Certified Nursing..., Addiction Recovery, Biopsychosocial..., Case Managment, Crisis Intervention, Google Groups, Healthcare, Mental Health, Mental Health Counseling, Psychotherapy, Time Management
Education
Governors State University 2009 — 2012
Master of Health and Human Services, Addiction Studies
Northern Illinois University 2007 — 2009
Bachelor of Science (B.S.), Public Health
Waddell & Reed February 2015 - Present
Passages Hospice July 2013 - February 2014
Proctor Hospital November 2010 - July 2013
South Suburban Council on Alcoholism and Substance Abuse January 2012 - August 2012
Skills
Certified Nursing..., Addiction Recovery, Biopsychosocial..., Case Managment, Crisis Intervention, Google Groups, Healthcare, Mental Health, Mental Health Counseling, Psychotherapy, Time Management
Education
Governors State University 2009 — 2012
Master of Health and Human Services, Addiction Studies
Northern Illinois University 2007 — 2009
Bachelor of Science (B.S.), Public Health
Ann Myer Ann Myer's Waddell & Reed Experience November 2008 - May 2009
Job
Industry
Experience
Financial Engines August 2013 - Present
Ace Relocation Systems May 2010 - January 2013
Waddell & Reed November 2008 - May 2009
Delucchi Hawn, LLP January 2008 - September 2008
University of Phoenix May 2006 - January 2008
Pixera Corporation March 2001 - May 2006
Radford February 2000 - February 2001
Netflix August 1999 - February 2000
Accesslan Communications June 1999 - August 1999
South Valley YMCA April 1993 - June 1999
Skills
Outlook, Microsoft Word, Customer Service, Microsoft Excel, PowerPoint, Microsoft Office, Time Management, Data Entry, Invoicing, Event Planning, Administrative..., Calendaring, Expense Reports, Transportation, Event Management
Education
University of Phoenix
Bachelor’s Degree, Business Management
Heald College-San Francisco
Associate’s Degree, Computer Business
Financial Engines August 2013 - Present
Ace Relocation Systems May 2010 - January 2013
Waddell & Reed November 2008 - May 2009
Delucchi Hawn, LLP January 2008 - September 2008
University of Phoenix May 2006 - January 2008
Pixera Corporation March 2001 - May 2006
Radford February 2000 - February 2001
Netflix August 1999 - February 2000
Accesslan Communications June 1999 - August 1999
South Valley YMCA April 1993 - June 1999
Skills
Outlook, Microsoft Word, Customer Service, Microsoft Excel, PowerPoint, Microsoft Office, Time Management, Data Entry, Invoicing, Event Planning, Administrative..., Calendaring, Expense Reports, Transportation, Event Management
Education
University of Phoenix
Bachelor’s Degree, Business Management
Heald College-San Francisco
Associate’s Degree, Computer Business
Tina Ye, MSBA, AWMA® Tina Ye, MSBA, AWMA®'s Waddell & Reed Experience July 2010 - February 2013
Job Financial Advisor at MassMutual Colorado
Industry Financial Services
Experience
MassMutual Colorado February 2013 - Present
Waddell & Reed July 2010 - February 2013
Premier Bank February 2007 - July 2010
Citizens Bank 2003 - 2006
Skills
Financial Services, Customer Service, Team Building, Social Networking, Nonprofits, Investments, Consumer Lending, Microsoft Excel, Fixed Annuities, Insurance, Retirement Planning, Disability Insurance, Long-term Care, Pensions, Finance, Estate Planning, Series 7, Uniform Combined State..., Technology, Stock Trading, Sales Operations, Portfolio Management, Sales Management, Variable Annuities, Value Investing, Risk Management
Education
Saint Michael's College 2000 — 2002
Master of Science in Administration
Fuzhou University 1988 — 1992
Bachelor of Arts (B.A.), English Language and Literature, General
MassMutual Colorado February 2013 - Present
Waddell & Reed July 2010 - February 2013
Premier Bank February 2007 - July 2010
Citizens Bank 2003 - 2006
Skills
Financial Services, Customer Service, Team Building, Social Networking, Nonprofits, Investments, Consumer Lending, Microsoft Excel, Fixed Annuities, Insurance, Retirement Planning, Disability Insurance, Long-term Care, Pensions, Finance, Estate Planning, Series 7, Uniform Combined State..., Technology, Stock Trading, Sales Operations, Portfolio Management, Sales Management, Variable Annuities, Value Investing, Risk Management
Education
Saint Michael's College 2000 — 2002
Master of Science in Administration
Fuzhou University 1988 — 1992
Bachelor of Arts (B.A.), English Language and Literature, General
Bret Bracey Bret Bracey's Waddell & Reed Experience September 2010 - March 2011
Job Business Office Manager at Parkplace
Industry Facilities Services
Experience
Brookdale Senior Living June 2014 - Present
Wells Fargo January 2014 - June 2014
Hillcrest Bank March 2011 - January 2014
Waddell & Reed September 2010 - March 2011
Skills
Series 7, Retirement Planning, Asset Allocation, Investment Advisory, Financial Services, Series 6, Strategic Financial..., Fixed Annuities, Series 63, Investments, Mutual Funds, Wealth Management, Customer Service, Management
Education
Illinois State University 2004 — 2008
Bachelors, Finance, Business Administration
Brookdale Senior Living June 2014 - Present
Wells Fargo January 2014 - June 2014
Hillcrest Bank March 2011 - January 2014
Waddell & Reed September 2010 - March 2011
Skills
Series 7, Retirement Planning, Asset Allocation, Investment Advisory, Financial Services, Series 6, Strategic Financial..., Fixed Annuities, Series 63, Investments, Mutual Funds, Wealth Management, Customer Service, Management
Education
Illinois State University 2004 — 2008
Bachelors, Finance, Business Administration
Frederick Glauner Frederick Glauner's Waddell & Reed Experience 1985 - 1990
Job owner OUTDOOR CAMPING STORE
Industry Consumer Goods
Experience
Self-employed January 2012 - Present
Waddell & Reed 1985 - 1990
Montgomery Ward Life August 1973 - September 1980
Skills
Online Advertising, Online Lead Generation, Camping, Outdoor Recreation, Outdoor Living, seo, E-commerce SEO, New Business Development, JVs, Joint Ventures, Social Media, Social Marketing, Social Networking, Leadership
Education
Frostburg State University 1972 — 1974
MSM, Business Administration and Management, General
USMA 1949 — 1953
BS, Military Science and Operational Studies
Self-employed January 2012 - Present
Waddell & Reed 1985 - 1990
Montgomery Ward Life August 1973 - September 1980
Skills
Online Advertising, Online Lead Generation, Camping, Outdoor Recreation, Outdoor Living, seo, E-commerce SEO, New Business Development, JVs, Joint Ventures, Social Media, Social Marketing, Social Networking, Leadership
Education
Frostburg State University 1972 — 1974
MSM, Business Administration and Management, General
USMA 1949 — 1953
BS, Military Science and Operational Studies
Daniel Brickhouse, CAIA Daniel Brickhouse, CAIA's Waddell & Reed Experience December 2009 - March 2011
Job Product Manager at eVestment
Industry Information Technology and Services
Experience
eVestment January 2014 - Present
eVestment January 2013 - December 2013
eVestment March 2011 - February 2013
Waddell & Reed December 2009 - March 2011
Skills
Analysis, Financial Services, Insurance, Marketing Strategy, CRM, Series 7, Product Management, Management, Product Development, Analytics, Relationship Management, Business Analysis, Salesforce.com, Competitive Analysis, Business Development, Market Research, Project Management, Microsoft SQL Server, Microsoft Excel, User Interface Design, Software Requirements, Product Requirements, Agile Methodologies, Databases, Web Analytics, SaaS, Requirements Analysis, Microsoft Office, Finance, Strategy, Financial Analysis, Data Analysis
Education
Georgia Institute of Technology 2015 — 2017
Master of Business Administration (MBA)
The University of Georgia
Bachelors of Business Administration, Finance
eVestment January 2014 - Present
eVestment January 2013 - December 2013
eVestment March 2011 - February 2013
Waddell & Reed December 2009 - March 2011
Skills
Analysis, Financial Services, Insurance, Marketing Strategy, CRM, Series 7, Product Management, Management, Product Development, Analytics, Relationship Management, Business Analysis, Salesforce.com, Competitive Analysis, Business Development, Market Research, Project Management, Microsoft SQL Server, Microsoft Excel, User Interface Design, Software Requirements, Product Requirements, Agile Methodologies, Databases, Web Analytics, SaaS, Requirements Analysis, Microsoft Office, Finance, Strategy, Financial Analysis, Data Analysis
Education
Georgia Institute of Technology 2015 — 2017
Master of Business Administration (MBA)
The University of Georgia
Bachelors of Business Administration, Finance
Patrick DeMayo Patrick DeMayo's Waddell & Reed Experience May 2015 - Present
Job Consultant Relations Manager at Waddell & Reed
Industry Investment Management
Experience
Waddell & Reed May 2015 - Present
HIMCO September 2008 - May 2015
Pyramis Global Advisors 2005 - 2007
Pyramis Global Advisors 1998 - 2005
Watson Wyatt Investment Consulting 1996 - 1998
Education
Villanova University
Bachelor of Science (BS), Finance, General
Fordham University - Graduate School of Business Administration
Master of Business Administration (MBA), Finance, General
Waddell & Reed May 2015 - Present
HIMCO September 2008 - May 2015
Pyramis Global Advisors 2005 - 2007
Pyramis Global Advisors 1998 - 2005
Watson Wyatt Investment Consulting 1996 - 1998
Education
Villanova University
Bachelor of Science (BS), Finance, General
Fordham University - Graduate School of Business Administration
Master of Business Administration (MBA), Finance, General
Erik Matthew Rodriguez Erik Matthew Rodriguez's Waddell & Reed Experience November 2011 - February 2012
Job Legal Intern at WorldQuant LLC
Industry Higher Education
Experience
WorldQuant LLC May 2014 - Present
Latin American Law Society at Fordham School of Law September 2013 - November 2013
Florida State University International Programs May 2013 - August 2013
Morgan Stanley Private Wealth Management June 2012 - July 2012
Waddell & Reed November 2011 - February 2012
AA Uniforms Summer 2009 May 2011 - August 2011
Smoothie King Summer 2008 June 2008 - September 2008
Skills
Spanish, Research, Microsoft Excel, Public Speaking, Investments, PowerPoint, Finance, Sales, Financial Analysis, Economics, Leadership, Time Management, Data Analysis, Market Research, Business Planning, Brazilian Portuguese, Microsoft Office, Microsoft Word, Teamwork, Legal Research
Education
Fordham University School of Law 2013 — 2016
Juris Doctor, Banking, Corporate, Finance, and Securities Law
Florida State University 2009 — 2013
Bachelors of Science, Finance and International Affairs
WorldQuant LLC May 2014 - Present
Latin American Law Society at Fordham School of Law September 2013 - November 2013
Florida State University International Programs May 2013 - August 2013
Morgan Stanley Private Wealth Management June 2012 - July 2012
Waddell & Reed November 2011 - February 2012
AA Uniforms Summer 2009 May 2011 - August 2011
Smoothie King Summer 2008 June 2008 - September 2008
Skills
Spanish, Research, Microsoft Excel, Public Speaking, Investments, PowerPoint, Finance, Sales, Financial Analysis, Economics, Leadership, Time Management, Data Analysis, Market Research, Business Planning, Brazilian Portuguese, Microsoft Office, Microsoft Word, Teamwork, Legal Research
Education
Fordham University School of Law 2013 — 2016
Juris Doctor, Banking, Corporate, Finance, and Securities Law
Florida State University 2009 — 2013
Bachelors of Science, Finance and International Affairs
Daniel Hoge's Waddell & Reed Experience March 2010 - August 2010
Job Specialty Team Member at Whole Foods Market
Industry Nonprofit Organization Management
Experience
Whole Foods Market January 2015 - Present
Whole Foods Market September 2013 - Present
WVFS Tallahassee - 89.7FM September 2012 - Present
The Prescient Consulting Group January 2013 - May 2013
Collegiate Entrepreneurs Organization 2012 - 2012
Tropical Smoothie Cafe NV24 February 2008 - May 2011
Waddell & Reed March 2010 - August 2010
Hungry Howies Pizza August 2004 - February 2008
Skills
Public Relations, Social Media, Facebook, Graphic Design, Leadership, Management, Marketing, Public Speaking, Research, Social Media Marketing, Social Networking, Wine, PowerPoint, Customer Service, Event Planning, Microsoft Office, Microsoft Word, Time Management
Education
Florida State University - College of Business 2011 — 2014
Bachelor of Science (B.S.), Entrepreneurship - Finance, 3.66
Whole Foods Market January 2015 - Present
Whole Foods Market September 2013 - Present
WVFS Tallahassee - 89.7FM September 2012 - Present
The Prescient Consulting Group January 2013 - May 2013
Collegiate Entrepreneurs Organization 2012 - 2012
Tropical Smoothie Cafe NV24 February 2008 - May 2011
Waddell & Reed March 2010 - August 2010
Hungry Howies Pizza August 2004 - February 2008
Skills
Public Relations, Social Media, Facebook, Graphic Design, Leadership, Management, Marketing, Public Speaking, Research, Social Media Marketing, Social Networking, Wine, PowerPoint, Customer Service, Event Planning, Microsoft Office, Microsoft Word, Time Management
Education
Florida State University - College of Business 2011 — 2014
Bachelor of Science (B.S.), Entrepreneurship - Finance, 3.66
john scahill john scahill's Waddell & Reed Experience January 2010 - January 2012
Job Financial Advisor
Industry Financial Services
Experience
Waddell & Reed January 2010 - January 2012
Skills
Fixed Annuities, Series 7, Wealth Management, Asset Allocation, Series 63, Strategic Financial..., Retirement Planning, Disability Insurance, Life Insurance, Term Life Insurance, Investments, Insurance, Financial Advisory, Long-term Care, Financial Planning, Financial Services
Education
Saint Xavier University 1992 — 1995
ba, education
Illinois State University 1985 — 1988
ba, pol sci
Waddell & Reed January 2010 - January 2012
Skills
Fixed Annuities, Series 7, Wealth Management, Asset Allocation, Series 63, Strategic Financial..., Retirement Planning, Disability Insurance, Life Insurance, Term Life Insurance, Investments, Insurance, Financial Advisory, Long-term Care, Financial Planning, Financial Services
Education
Saint Xavier University 1992 — 1995
ba, education
Illinois State University 1985 — 1988
ba, pol sci
Anne Stretchberry Anne Stretchberry's Waddell & Reed Experience January 2006 - June 2009
Job Never back down from a challenge
Industry Financial Services
Experience
Mutual of Omaha December 2012 - January 2014
Farmers Insurance December 2011 - December 2012
Kenosha Unified School District August 2010 - October 2011
Waddell & Reed January 2006 - June 2009
The Griswold Group January 1995 - June 2009
Skills
Property & Casualty..., Term Life Insurance, Insurance, Microsoft Office, Customer Service, Education, Outlook, Microsoft Excel, Whole Life, Long Term Care Insurance, Whole life Insurance, Disability Insurance, Annuity Sales, 401k, Customer Relations, High Availability, Sales Support, Public Relations, Soft Skills, PowerPoint, Lotus Notes, Social Media, Team Building, Teaching, Team Leadership, Telephone Skills, Excel, Flash, Editing, Quickbooks, Access, Administration, Budgeting, Newsletters, Organizing, Optimization, Internet, Youth Work, Troubleshooting, Life Insurance, Interviews
Education
Ferris State University 2005 — 2009
Bachelor of Science, Technical Education Minor in Business
Iowa State University 1997 — 1999
Grandville High School 1995 — 1997
Diploma, High School
Catholic Central High School 1994 — 1995
Mutual of Omaha December 2012 - January 2014
Farmers Insurance December 2011 - December 2012
Kenosha Unified School District August 2010 - October 2011
Waddell & Reed January 2006 - June 2009
The Griswold Group January 1995 - June 2009
Skills
Property & Casualty..., Term Life Insurance, Insurance, Microsoft Office, Customer Service, Education, Outlook, Microsoft Excel, Whole Life, Long Term Care Insurance, Whole life Insurance, Disability Insurance, Annuity Sales, 401k, Customer Relations, High Availability, Sales Support, Public Relations, Soft Skills, PowerPoint, Lotus Notes, Social Media, Team Building, Teaching, Team Leadership, Telephone Skills, Excel, Flash, Editing, Quickbooks, Access, Administration, Budgeting, Newsletters, Organizing, Optimization, Internet, Youth Work, Troubleshooting, Life Insurance, Interviews
Education
Ferris State University 2005 — 2009
Bachelor of Science, Technical Education Minor in Business
Iowa State University 1997 — 1999
Grandville High School 1995 — 1997
Diploma, High School
Catholic Central High School 1994 — 1995
Peter Frizzell Peter Frizzell's Waddell & Reed Experience January 2013 - August 2013
Job Manager Trainee at Enterprise RentACar
Industry Retail
Experience
Quicken Loans March 2015 - Present
Enterprise Rent-A-Car August 2013 - May 2015
Waddell & Reed January 2013 - August 2013
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Customer Service, Public Speaking, Social Media, Event Planning, Leadership, Research, Social Networking, Fundraising, Editing, Time Management, Teamwork
Education
Hillsdale College 2007 — 2011
International Business, International Business
Quicken Loans March 2015 - Present
Enterprise Rent-A-Car August 2013 - May 2015
Waddell & Reed January 2013 - August 2013
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Customer Service, Public Speaking, Social Media, Event Planning, Leadership, Research, Social Networking, Fundraising, Editing, Time Management, Teamwork
Education
Hillsdale College 2007 — 2011
International Business, International Business
Milton Stewart's Waddell & Reed Experience May 2012 - August 2012
Job Adult Education Program Coordinator at HopeWorks
Industry Financial Services
Experience
HopeWorks Inc. 2014 - Present
CoachUp January 2014 - Present
Regions Financial Corporation 2013 - 2014
Waddell & Reed May 2012 - August 2012
Harding University August 2011 - May 2012
Skills
Situational Leadership, Team Leadership, Adaptive, Critical Thinking, Leadership Development, Conflict Resolution, Public Speaking, Time Management, PowerPoint, Customer Service, Microsoft Office, Team Building, Teamwork, Microsoft Excel, Leadership, Nonprofits, Event Planning, Fundraising, Community Outreach, Social Networking, Teaching, Sales
Education
Walden University 2013 — 2015
Master of Business Administration (M.B.A.), Entrepreneurship/Entrepreneurial Studies
Walden University 2013 — 2015
Master of Business Administration (M.B.A.), Leadership
Harding University 2008 — 2013
Bachelor of Business Administration (B.B.A.), Finance, General
Southwest Tennessee Community College 2008 — 2010
HopeWorks Inc. 2014 - Present
CoachUp January 2014 - Present
Regions Financial Corporation 2013 - 2014
Waddell & Reed May 2012 - August 2012
Harding University August 2011 - May 2012
Skills
Situational Leadership, Team Leadership, Adaptive, Critical Thinking, Leadership Development, Conflict Resolution, Public Speaking, Time Management, PowerPoint, Customer Service, Microsoft Office, Team Building, Teamwork, Microsoft Excel, Leadership, Nonprofits, Event Planning, Fundraising, Community Outreach, Social Networking, Teaching, Sales
Education
Walden University 2013 — 2015
Master of Business Administration (M.B.A.), Entrepreneurship/Entrepreneurial Studies
Walden University 2013 — 2015
Master of Business Administration (M.B.A.), Leadership
Harding University 2008 — 2013
Bachelor of Business Administration (B.B.A.), Finance, General
Southwest Tennessee Community College 2008 — 2010
Claude Vilma Claude Vilma's Waddell & Reed Experience April 2010 - August 2010
Job Financial Planning Entrepreneur and Financial Services Advisor
Industry Financial Services
Experience
Hyatt Regency Atlanta August 2014 - Present
Hyatt Regency Atlanta August 2012 - August 2014
Hyatt Regency Atlanta March 2011 - August 2012
World Financial Group (WFG) January 2010 - April 2011
Hyatt Regency March 2008 - April 2011
Waddell & Reed April 2010 - August 2010
Skills
Tourism, Hospitality, Hotels, Customer Service, Accounts Receivable, Data Entry, Management, Sales, Training, PowerPoint, Accounts Payable, Microsoft Office, Microsoft Excel, Time Management, Hospitality Management, Finance, Social Media, Personal Financial..., Debt Management
Education
Georgia State University 2006 — 2011
Bachelor of Business Administration (B.B.A.), Real Estate
Georgia State University - J. Mack Robinson College of Business 2006 — 2011
BBA, Finance and Financial Management Services
Hyatt Regency Atlanta August 2014 - Present
Hyatt Regency Atlanta August 2012 - August 2014
Hyatt Regency Atlanta March 2011 - August 2012
World Financial Group (WFG) January 2010 - April 2011
Hyatt Regency March 2008 - April 2011
Waddell & Reed April 2010 - August 2010
Skills
Tourism, Hospitality, Hotels, Customer Service, Accounts Receivable, Data Entry, Management, Sales, Training, PowerPoint, Accounts Payable, Microsoft Office, Microsoft Excel, Time Management, Hospitality Management, Finance, Social Media, Personal Financial..., Debt Management
Education
Georgia State University 2006 — 2011
Bachelor of Business Administration (B.B.A.), Real Estate
Georgia State University - J. Mack Robinson College of Business 2006 — 2011
BBA, Finance and Financial Management Services
Kavin Advani Kavin Advani's Waddell & Reed Experience June 2011 - Present
Job Financial Advisor at Waddell & Reed
Industry Financial Services
Experience
Waddell & Reed June 2011 - Present
UC Irvine September 2008 - July 2010
The Walt Disney Company June 2006 - March 2007
Education
Fullerton College 2011 — 2013
Associate of Science (A.S.), Accounting
University of California, Irvine 2006 — 2011
Bachelor of Arts (B.A.), Economics
Waddell & Reed June 2011 - Present
UC Irvine September 2008 - July 2010
The Walt Disney Company June 2006 - March 2007
Education
Fullerton College 2011 — 2013
Associate of Science (A.S.), Accounting
University of California, Irvine 2006 — 2011
Bachelor of Arts (B.A.), Economics
Alice Sharp's Waddell & Reed Experience June 1981 - February 2012
Job Infrastructure Operations Manager
Industry Financial Services
Experience
Waddell & Reed June 1981 - February 2012
Skills
IT Infrastructure..., VMware Infrastructure, Microsoft Exchange, Xiotech Storage, Help Desk Management, Citrix, Certified Novell..., Active Directory, Open Text eDocs, Electronic Message..., CommVault Backup, EMC Data Domain,..., Microsoft Office 2007, Microsoft SQL, Disaster Recovery..., Vendor Management, Disaster Recovery, Management, Help Desk Support, Databases, SDLC, System Administration, Integration, SharePoint, Visio, VMware, Security, Information Technology, Microsoft SQL Server, Enterprise Architecture, Storage, Technical Support, Project Management
Education
Friends University
Bachelor of Science, Business
Waddell & Reed June 1981 - February 2012
Skills
IT Infrastructure..., VMware Infrastructure, Microsoft Exchange, Xiotech Storage, Help Desk Management, Citrix, Certified Novell..., Active Directory, Open Text eDocs, Electronic Message..., CommVault Backup, EMC Data Domain,..., Microsoft Office 2007, Microsoft SQL, Disaster Recovery..., Vendor Management, Disaster Recovery, Management, Help Desk Support, Databases, SDLC, System Administration, Integration, SharePoint, Visio, VMware, Security, Information Technology, Microsoft SQL Server, Enterprise Architecture, Storage, Technical Support, Project Management
Education
Friends University
Bachelor of Science, Business
Jolly Patel's Waddell & Reed Experience August 2014 - December 2014
Job Investment Banking Intern at Cross Keys Capital, LLC
Industry Higher Education
Experience
EdR Collegiate Housing June 2014 - Present
Cross Keys Capital, LLC June 2015 - August 2015
International Investor, L.L.C. June 2015 - July 2015
Waddell & Reed August 2014 - December 2014
Tallahassee Memorial HealthCare May 2014 - July 2014
JCPenney October 2013 - July 2014
Phi Sigma Pi National Honor Fraternity January 2013 - April 2013
Southwestern Advantage May 2012 - August 2012
Skills
Customer Service, Microsoft Excel, PowerPoint, Teamwork, Time Management, Sales, Public Speaking, Data Analysis, Marketing, Team Leadership
Education
Florida State University 2011 — 2016
Bachelor's Degree, Economics and Finance; Minor in Statistics, Senior
Seabreeze High School 2007 — 2011
EdR Collegiate Housing June 2014 - Present
Cross Keys Capital, LLC June 2015 - August 2015
International Investor, L.L.C. June 2015 - July 2015
Waddell & Reed August 2014 - December 2014
Tallahassee Memorial HealthCare May 2014 - July 2014
JCPenney October 2013 - July 2014
Phi Sigma Pi National Honor Fraternity January 2013 - April 2013
Southwestern Advantage May 2012 - August 2012
Skills
Customer Service, Microsoft Excel, PowerPoint, Teamwork, Time Management, Sales, Public Speaking, Data Analysis, Marketing, Team Leadership
Education
Florida State University 2011 — 2016
Bachelor's Degree, Economics and Finance; Minor in Statistics, Senior
Seabreeze High School 2007 — 2011
Aaron Lapping Aaron Lapping's Waddell & Reed Experience March 2015 - May 2015
Job Analyst at Elmcore Group Inc.
Industry Investment Banking
Experience
Ignite Marketing Consulting January 2015 - June 2015
Waddell & Reed March 2015 - May 2015
Berlin Startup Consulting May 2014 - October 2014
American Express October 2013 - January 2014
Las Vegas Sands Corp. July 2013 - August 2013
Vector Marketing June 2013 - August 2013
Jerusalem Online University November 2012 - August 2013
Pinblvd January 2013 - May 2013
PEIC December 2012 - May 2013
Hasbara Fellowships June 2012 - May 2013
Education
University of Redlands 2011 — 2015
Bachelor of Science (BS), Global Business
Humboldt-Universität zu Berlin 2014 — 2014
German Language and Literature
Universität Wien 2013 — 2014
German Language
The Hebrew University 2010 — 2010
Israeli start-up culture
Ignite Marketing Consulting January 2015 - June 2015
Waddell & Reed March 2015 - May 2015
Berlin Startup Consulting May 2014 - October 2014
American Express October 2013 - January 2014
Las Vegas Sands Corp. July 2013 - August 2013
Vector Marketing June 2013 - August 2013
Jerusalem Online University November 2012 - August 2013
Pinblvd January 2013 - May 2013
PEIC December 2012 - May 2013
Hasbara Fellowships June 2012 - May 2013
Education
University of Redlands 2011 — 2015
Bachelor of Science (BS), Global Business
Humboldt-Universität zu Berlin 2014 — 2014
German Language and Literature
Universität Wien 2013 — 2014
German Language
The Hebrew University 2010 — 2010
Israeli start-up culture
Allen Sheets Allen Sheets's Waddell & Reed Experience September 1985 - June 1990
Job Retirement Specialist at Nationwide Retirement Solutions
Industry Financial Services
Experience
Nationwide Retirement Solutions 1992 - Present
Financial Planning Service June 1990 - November 2004
Waddell & Reed September 1985 - June 1990
Skills
Retirement Planning, Wealth Management, Mutual Funds, Retirement, Series 7, Series 63, Asset Allocation, Investment Advisory, Fixed Annuities, Investments, Strategic Financial..., 401k, Investment Strategies, Securities, Financial Advisory, Portfolio Management, IRAs, Series 6, Estate Planning, Life Insurance, Financial Services, Pensions, Asset Management, Financial Planning
Education
University of Tennessee-Knoxville - College of Business Administration 1973 — 1977
Bachelor of Science (B.S.), Marketing
Nationwide Retirement Solutions 1992 - Present
Financial Planning Service June 1990 - November 2004
Waddell & Reed September 1985 - June 1990
Skills
Retirement Planning, Wealth Management, Mutual Funds, Retirement, Series 7, Series 63, Asset Allocation, Investment Advisory, Fixed Annuities, Investments, Strategic Financial..., 401k, Investment Strategies, Securities, Financial Advisory, Portfolio Management, IRAs, Series 6, Estate Planning, Life Insurance, Financial Services, Pensions, Asset Management, Financial Planning
Education
University of Tennessee-Knoxville - College of Business Administration 1973 — 1977
Bachelor of Science (B.S.), Marketing
Douglas Handscombe's Waddell & Reed Experience April 2012 - August 2012
Job Operations Supervisor at LSG Sky Chefs
Industry Airlines/Aviation
Experience
LSG Sky Chefs September 2014 - Present
Anthony's Coal Fired Pizza February 2013 - December 2014
Titus Sport Academy LLC August 2012 - December 2012
Waddell & Reed April 2012 - August 2012
Skills
Management, Restaurants, Food Service, Hospitality, Time Management, Customer Service, Microsoft Office, Leadership
Education
Florida State University 2010 — 2012
Bachelor's degree, Business Administration and Management, General
Florida State University
Bachelor of Science (B.S.), Business Administration and Management, General
LSG Sky Chefs September 2014 - Present
Anthony's Coal Fired Pizza February 2013 - December 2014
Titus Sport Academy LLC August 2012 - December 2012
Waddell & Reed April 2012 - August 2012
Skills
Management, Restaurants, Food Service, Hospitality, Time Management, Customer Service, Microsoft Office, Leadership
Education
Florida State University 2010 — 2012
Bachelor's degree, Business Administration and Management, General
Florida State University
Bachelor of Science (B.S.), Business Administration and Management, General
Robin Bailey III Robin Bailey III's Waddell & Reed Experience January 2013 - May 2013
Job Advisory Consultant Financial Services at Ernst & Young
Industry Management Consulting
Experience
Ernst & Young November 2014 - Present
Fannie Mae June 2014 - November 2014
E3 Federal Solutions, LLC January 2014 - June 2014
Waddell & Reed January 2013 - May 2013
Epsilon-Sigma Chapter of Kappa Sigma November 2011 - November 2012
Florida State University Student Government Association October 2011 - May 2012
USDA June 2011 - August 2011
Skills
Conflict Resolution, Public Speaking, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Social Media, Program Management, Budgets, Recruiting
Education
Florida State University 2010 — 2013
Bachelor's Degree, Finance and Real Estate
Morehouse College 2009 — 2010
Business/Commerce, General
Ernst & Young November 2014 - Present
Fannie Mae June 2014 - November 2014
E3 Federal Solutions, LLC January 2014 - June 2014
Waddell & Reed January 2013 - May 2013
Epsilon-Sigma Chapter of Kappa Sigma November 2011 - November 2012
Florida State University Student Government Association October 2011 - May 2012
USDA June 2011 - August 2011
Skills
Conflict Resolution, Public Speaking, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Social Media, Program Management, Budgets, Recruiting
Education
Florida State University 2010 — 2013
Bachelor's Degree, Finance and Real Estate
Morehouse College 2009 — 2010
Business/Commerce, General
Michael Kaminski Michael Kaminski's Waddell & Reed Experience March 2010 - August 2010
Job Senior Analyst Strategic Finance at HD Supply
Industry Wholesale
Experience
HD Supply May 2014 - Present
The Home Depot May 2012 - February 2014
The Home Depot May 2011 - April 2012
Waddell & Reed March 2010 - August 2010
Two Brothers Landscaping June 2008 - May 2010
Chorus, LLC August 2009 - October 2009
Skills
Financial Modeling, Financial Analysis, Business Analysis, Bloomberg, Strategic Planning, Equities, Portfolio Management, VBA, Process Improvement, SQL, C, Forecasting, C++, Spanish, Italian, SAP, Acquisition Integration, Intercompany..., MS Office Suite, Arabic, Benefit Cost Analysis, Capital Markets, Capital IQ, ThomsonOne, Khalix, SAP BPC, R, Longview, Python
Education
Georgia State University - J. Mack Robinson College of Business 2009 — 2011
Masters of Business Administration, Finance
HD Supply May 2014 - Present
The Home Depot May 2012 - February 2014
The Home Depot May 2011 - April 2012
Waddell & Reed March 2010 - August 2010
Two Brothers Landscaping June 2008 - May 2010
Chorus, LLC August 2009 - October 2009
Skills
Financial Modeling, Financial Analysis, Business Analysis, Bloomberg, Strategic Planning, Equities, Portfolio Management, VBA, Process Improvement, SQL, C, Forecasting, C++, Spanish, Italian, SAP, Acquisition Integration, Intercompany..., MS Office Suite, Arabic, Benefit Cost Analysis, Capital Markets, Capital IQ, ThomsonOne, Khalix, SAP BPC, R, Longview, Python
Education
Georgia State University - J. Mack Robinson College of Business 2009 — 2011
Masters of Business Administration, Finance
Nick Salisbury's Waddell & Reed Experience June 2011 - July 2012
Job Financial Advisor with Celilo Wealth Management at UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS July 2012 - Present
Waddell & Reed June 2011 - July 2012
Education
Gonzaga University 2007 — 2011
BBA, Finance and Management Information Systems
UBS July 2012 - Present
Waddell & Reed June 2011 - July 2012
Education
Gonzaga University 2007 — 2011
BBA, Finance and Management Information Systems
Kiah Wenger Kiah Wenger's Waddell & Reed Experience May 2011 - August 2011
Job Solutions Developer at Deloitte
Industry Consumer Services
Experience
Deloitte August 2014 - Present
Westport Axle May 2013 - July 2014
Westport Axle July 2012 - April 2013
Equipter - New Heights LLC July 2011 - July 2012
Millersville University SIFE Chapter January 2012 - May 2012
Waddell & Reed May 2011 - August 2011
The Lancaster Chamber of Commerce & Industry May 2009 - August 2009
Shenk's Fruit Farm June 2006 - August 2008
Skills
Customer Service, PowerPoint, Project Management, Microsoft Word, Time Management, Public Speaking, Leadership, Project Managment, Organizational..., Delegation, Event Planning, Microsoft Office, Microsoft Excel, Team Management, Networking, Problem Solving, Fundraising, Outlook, Word, Excel, Salesforce.com, Critical Thinking, Sales, Business Intelligence, Phone Sales, Access, Visio, Business Process..., Project Coordination, System Analysis, Eco Friendly
Education
Millersville University
Bachelor of Science, Business Administration; Management and Marketing
HACC, Central Pennsylvania's Community College
Associates Degree, Business Administration
Deloitte August 2014 - Present
Westport Axle May 2013 - July 2014
Westport Axle July 2012 - April 2013
Equipter - New Heights LLC July 2011 - July 2012
Millersville University SIFE Chapter January 2012 - May 2012
Waddell & Reed May 2011 - August 2011
The Lancaster Chamber of Commerce & Industry May 2009 - August 2009
Shenk's Fruit Farm June 2006 - August 2008
Skills
Customer Service, PowerPoint, Project Management, Microsoft Word, Time Management, Public Speaking, Leadership, Project Managment, Organizational..., Delegation, Event Planning, Microsoft Office, Microsoft Excel, Team Management, Networking, Problem Solving, Fundraising, Outlook, Word, Excel, Salesforce.com, Critical Thinking, Sales, Business Intelligence, Phone Sales, Access, Visio, Business Process..., Project Coordination, System Analysis, Eco Friendly
Education
Millersville University
Bachelor of Science, Business Administration; Management and Marketing
HACC, Central Pennsylvania's Community College
Associates Degree, Business Administration
Cameron Carroll's Waddell & Reed Experience September 2014 - December 2014
Job Economics Student at Florida State University
Industry Financial Services
Experience
The Home Depot February 2013 - Present
Waddell & Reed September 2014 - December 2014
Coastal Cabinet Refacing June 2010 - August 2012
Riviera Family Fitness April 2012 - June 2012
Skills
Microsoft Excel, Microsoft Office, Customer Service, Sales, Forklift Operation, Time Management, Social Media, Leadership, AutoCAD, AutoCAD Architecture, Stata, POS, Construction, Cabinetry, Millwork, Public Speaking, Teamwork, Social Networking, Marketing, Research, PowerPoint, Microsoft Word, Event Planning, Statistics, Economics, Real Estate, Finance, Cooking, History, American Politics, Macroeconomics, Microeconomics
Education
Florida State University 2011 — 2015
Bachelor of Science (BS), Economics
Crestview High School 2007 — 2011
The Home Depot February 2013 - Present
Waddell & Reed September 2014 - December 2014
Coastal Cabinet Refacing June 2010 - August 2012
Riviera Family Fitness April 2012 - June 2012
Skills
Microsoft Excel, Microsoft Office, Customer Service, Sales, Forklift Operation, Time Management, Social Media, Leadership, AutoCAD, AutoCAD Architecture, Stata, POS, Construction, Cabinetry, Millwork, Public Speaking, Teamwork, Social Networking, Marketing, Research, PowerPoint, Microsoft Word, Event Planning, Statistics, Economics, Real Estate, Finance, Cooking, History, American Politics, Macroeconomics, Microeconomics
Education
Florida State University 2011 — 2015
Bachelor of Science (BS), Economics
Crestview High School 2007 — 2011
Sarah Kling Sarah Kling's Waddell & Reed Experience September 2011 - May 2014
Job Parish Secretary at Our Lady of Lourdes Parish
Industry Retail
Experience
Our Lady of Lourdes Parish May 2014 - Present
Bella Sweet Jewelry November 2002 - Present
Waddell & Reed September 2011 - May 2014
UCP Central PA April 2004 - August 2008
Skills
Retail, Customer Service, Merchandising, Microsoft Office, Social Media, Photoshop, Advertising, Inventory Management, Fashion, Sales
Education
Harrisburg Area Community College 2001 — 2004
East Pennsboro Area School District 1998 — 2001
High School Diploma
Our Lady of Lourdes Parish May 2014 - Present
Bella Sweet Jewelry November 2002 - Present
Waddell & Reed September 2011 - May 2014
UCP Central PA April 2004 - August 2008
Skills
Retail, Customer Service, Merchandising, Microsoft Office, Social Media, Photoshop, Advertising, Inventory Management, Fashion, Sales
Education
Harrisburg Area Community College 2001 — 2004
East Pennsboro Area School District 1998 — 2001
High School Diploma
Matthew Smartt's Waddell & Reed Experience September 2014 - December 2014
Job Associate Advisor at Henrickson Nauta Wealth Advisors
Industry Financial Services
Experience
Henrickson Nauta Wealth Advisors December 2014 - Present
Waddell & Reed September 2014 - December 2014
Long Hair Lawn Care, LLC April 2013 - August 2013
Skills
Financial Analysis, Financial Modeling, Microsoft Excel, Corporate Finance, PowerPoint, Microsoft Office, Valuation, Finance, Microsoft Word, Accounting, Investments, Teamwork, Portfolio Management, Risk Management
Education
Grand Valley State University 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance, Graduate
Henrickson Nauta Wealth Advisors December 2014 - Present
Waddell & Reed September 2014 - December 2014
Long Hair Lawn Care, LLC April 2013 - August 2013
Skills
Financial Analysis, Financial Modeling, Microsoft Excel, Corporate Finance, PowerPoint, Microsoft Office, Valuation, Finance, Microsoft Word, Accounting, Investments, Teamwork, Portfolio Management, Risk Management
Education
Grand Valley State University 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance, Graduate
Katelyn Burke's Waddell & Reed Experience September 2012 - December 2012
Job Investment Operations Associate at Cambridge Associates
Industry Financial Services
Experience
Cambridge Associates July 2015 - Present
Cambridge Associates July 2014 - June 2015
Westport Resources January 2013 - January 2014
Waddell & Reed September 2012 - December 2012
Adconion Media Group June 2012 - August 2012
Jacadi May 2012 - August 2012
Education
Trinity College-Hartford 2010 — 2014
Bachelor's Degree, Economics, Minor Mandarin Chinese, 2014 Graduate
Fudan University 2013 — 2013
Staples
Staples
Cambridge Associates July 2015 - Present
Cambridge Associates July 2014 - June 2015
Westport Resources January 2013 - January 2014
Waddell & Reed September 2012 - December 2012
Adconion Media Group June 2012 - August 2012
Jacadi May 2012 - August 2012
Education
Trinity College-Hartford 2010 — 2014
Bachelor's Degree, Economics, Minor Mandarin Chinese, 2014 Graduate
Fudan University 2013 — 2013
Staples
Staples
Christopher Litvack, MBA Christopher Litvack, MBA's Waddell & Reed Experience June 2007 - November 2007
Job Recent MBA Graduate
Industry Financial Services
Experience
Villanova University August 2013 - May 2015
Chimera Securities September 2011 - July 2012
T3 Trading Group, LLC June 2010 - May 2011
Busch Entertainment Corp July 2009 - November 2009
AXA Advisors February 2008 - May 2009
Waddell & Reed June 2007 - November 2007
Skills
Finance, Investments, Equities, Equity Trading, Securities, Equity Research, Portfolio Management, Financial Markets, Capital Markets, Trading Systems, Technical Analysis, Trading Strategies, Electronic Trading, Proprietary Trading, Mutual Funds, Quantitative Research, Valuation, Financial Statement..., Fundamental Analysis, Financial Services, Investment Management, Wealth Management, Asset Management, Financial Risk...
Education
Villanova University 2013 — 2015
Master of Business Administration (M.B.A.), Finance, Strategic Management, International Business
Gettysburg College 2003 — 2007
Bachelor's Degree, Economics/Management
Notre Dame High School 1999 — 2003
High School
Villanova University August 2013 - May 2015
Chimera Securities September 2011 - July 2012
T3 Trading Group, LLC June 2010 - May 2011
Busch Entertainment Corp July 2009 - November 2009
AXA Advisors February 2008 - May 2009
Waddell & Reed June 2007 - November 2007
Skills
Finance, Investments, Equities, Equity Trading, Securities, Equity Research, Portfolio Management, Financial Markets, Capital Markets, Trading Systems, Technical Analysis, Trading Strategies, Electronic Trading, Proprietary Trading, Mutual Funds, Quantitative Research, Valuation, Financial Statement..., Fundamental Analysis, Financial Services, Investment Management, Wealth Management, Asset Management, Financial Risk...
Education
Villanova University 2013 — 2015
Master of Business Administration (M.B.A.), Finance, Strategic Management, International Business
Gettysburg College 2003 — 2007
Bachelor's Degree, Economics/Management
Notre Dame High School 1999 — 2003
High School
Collin Kenline Collin Kenline's Waddell & Reed Experience November 2011 - April 2012
Job Student at Florida State University
Industry Government Administration
Experience
The Timbers June 2015 - Present
Democratic Congressional Campaign Committee May 2014 - August 2014
Crowne Plaza May 2012 - August 2012
Waddell & Reed November 2011 - April 2012
Skills
Microsoft Office, Python, Problem Solving, Planning, Speed Reading, Research, PowerPoint, Financial Analysis, Time Management, Project Planning, Accounting, Microsoft Excel
Education
Florida State University 2011 — 2015
Bachelor of Science, Political Science and Government
The Timbers June 2015 - Present
Democratic Congressional Campaign Committee May 2014 - August 2014
Crowne Plaza May 2012 - August 2012
Waddell & Reed November 2011 - April 2012
Skills
Microsoft Office, Python, Problem Solving, Planning, Speed Reading, Research, PowerPoint, Financial Analysis, Time Management, Project Planning, Accounting, Microsoft Excel
Education
Florida State University 2011 — 2015
Bachelor of Science, Political Science and Government
Duncan DeWahl Duncan DeWahl's Waddell & Reed Experience 2006 - 2013
Job Senior Financial Advisor at Delta Capital Management
Industry Financial Services
Experience
Delta Capital Management Mr. DeWahl is a Financial Advisor at Delta Capital Management’s Orlando office. His practice includes serving individual and institutional clients. He provides comprehensive financial services within a consultative process. His emphasis is on financial solutions to wealth management issues determined through careful analysis of the client’s particular financial situation.DirectorOrlando Philharmonic Orchestra2009 - 2015
Waddell & Reed 2006 - 2013
Skills
Personal Financial..., Finance, Investment Banking, Strategic Financial..., Wealth Management, Retirement Planning, Mutual Funds, Portfolio Management, Financial Advisory, Asset Allocation, Securities, Financial Services, Insurance, Retail Banking, Relationship Management, Residential Mortgages, Personal Finance, Public Speaking, Financial Planning, Due Diligence, Analysis, Financial Analysis
Education
Franklin & Marshall College
Bachelor's degree, Economics
Northeastern University
Master of Business Administration (M.B.A.), Accounting and Finance
Delta Capital Management Mr. DeWahl is a Financial Advisor at Delta Capital Management’s Orlando office. His practice includes serving individual and institutional clients. He provides comprehensive financial services within a consultative process. His emphasis is on financial solutions to wealth management issues determined through careful analysis of the client’s particular financial situation.DirectorOrlando Philharmonic Orchestra2009 - 2015
Waddell & Reed 2006 - 2013
Skills
Personal Financial..., Finance, Investment Banking, Strategic Financial..., Wealth Management, Retirement Planning, Mutual Funds, Portfolio Management, Financial Advisory, Asset Allocation, Securities, Financial Services, Insurance, Retail Banking, Relationship Management, Residential Mortgages, Personal Finance, Public Speaking, Financial Planning, Due Diligence, Analysis, Financial Analysis
Education
Franklin & Marshall College
Bachelor's degree, Economics
Northeastern University
Master of Business Administration (M.B.A.), Accounting and Finance
Christopher Dorrington Christopher Dorrington's Waddell & Reed Experience April 2003 - November 2004
Job
Industry Government Administration
Experience
Montana Department of Transportation January 2006 - Present
OpenDorr Technical Services March 2005 - Present
Synergy Builders Corporation November 2004 - November 2005
Waddell & Reed April 2003 - November 2004
ILX Lightwave - A Newport Company July 1998 - November 2002
Skills
Contract Management, Strategic Planning, Project Management, Analysis, Project Planning, Finance, Budget, Business Development, Microsoft Office, Budgets, Data Analysis, Program Management, Management, Construction, Team Leadership, Manufacturing, Testing, Proposal Writing, Research, Policy, Organizational..., Transportation, Process Improvement, Contract Negotiation, Supervisory Skills, Government, Leadership, Customer Service, Public Speaking, Public Policy, Policy Analysis, Team Building, Strategy
Education
George Mason University 2007 — 2010
Masters, Transportation Policy, Operations & Logistics
Gonzaga University 1994 — 1998
Bachelors of Science, Mechanical Engineering
Montana Department of Transportation January 2006 - Present
OpenDorr Technical Services March 2005 - Present
Synergy Builders Corporation November 2004 - November 2005
Waddell & Reed April 2003 - November 2004
ILX Lightwave - A Newport Company July 1998 - November 2002
Skills
Contract Management, Strategic Planning, Project Management, Analysis, Project Planning, Finance, Budget, Business Development, Microsoft Office, Budgets, Data Analysis, Program Management, Management, Construction, Team Leadership, Manufacturing, Testing, Proposal Writing, Research, Policy, Organizational..., Transportation, Process Improvement, Contract Negotiation, Supervisory Skills, Government, Leadership, Customer Service, Public Speaking, Public Policy, Policy Analysis, Team Building, Strategy
Education
George Mason University 2007 — 2010
Masters, Transportation Policy, Operations & Logistics
Gonzaga University 1994 — 1998
Bachelors of Science, Mechanical Engineering
Brett Freistadt's Waddell & Reed Experience 2010 - May 2011
Job Talent
Industry Leisure, Travel & Tourism
Experience
Film Actor January 2012 - Present
INVEST Financial Corporation September 2011 - September 2012
Waddell & Reed 2010 - May 2011
Frontier Bank October 2006 - November 2008
IronStone Bank June 2005 - January 2006
Bay Bank April 2002 - December 2003
US Bank April 1999 - April 2002
Merrill Lynch April 1994 - April 1999
Freistadt & Associates January 1992 - April 1994
First Interstate Bank June 1979 - December 1991
Skills
Investments, Retirement Planning, Financial Advisory, Small Business Lending, IRAs, Wealth Management, Investment Advisory, Series 7, Wealth Management..., Series 65, Mergers, Real Estate
Education
Pacific Coast Banking School 1980 — 1982
Yes, Banking
Gonzaga University - School of Business Administration 1977 — 1978
No, Business
Loyola Marymount University 1969 — 1973
BA, History
Carlsbad High 1965 — 1969
Yes
Film Actor January 2012 - Present
INVEST Financial Corporation September 2011 - September 2012
Waddell & Reed 2010 - May 2011
Frontier Bank October 2006 - November 2008
IronStone Bank June 2005 - January 2006
Bay Bank April 2002 - December 2003
US Bank April 1999 - April 2002
Merrill Lynch April 1994 - April 1999
Freistadt & Associates January 1992 - April 1994
First Interstate Bank June 1979 - December 1991
Skills
Investments, Retirement Planning, Financial Advisory, Small Business Lending, IRAs, Wealth Management, Investment Advisory, Series 7, Wealth Management..., Series 65, Mergers, Real Estate
Education
Pacific Coast Banking School 1980 — 1982
Yes, Banking
Gonzaga University - School of Business Administration 1977 — 1978
No, Business
Loyola Marymount University 1969 — 1973
BA, History
Carlsbad High 1965 — 1969
Yes
Bryan Bostwick Bryan Bostwick's Waddell & Reed Experience November 2009 - April 2010
Job Accounting/Finance Professional
Industry Accounting
Experience
Dish Network May 2013 - Present
Archstone June 2012 - April 2013
Rivet Software December 2011 - June 2012
Chenega Corporation June 2010 - April 2011
Waddell & Reed November 2009 - April 2010
YMCA May 2006 - August 2008
Skills
Accounts Payable, Project Accounting, Financial Advisory, Account Reconciliation, General Ledger, Internal Audit, SEC filings, Journal Entries, Construction Loans, XBRL, Crossfire, PeopleSoft, Costpoint, Expense Reports, Financial Statements, Internal Controls, Revenue Recognition
Education
Fort Lewis College 2005 — 2009
Bachelor of Arts, Finance & Accounting
Dish Network May 2013 - Present
Archstone June 2012 - April 2013
Rivet Software December 2011 - June 2012
Chenega Corporation June 2010 - April 2011
Waddell & Reed November 2009 - April 2010
YMCA May 2006 - August 2008
Skills
Accounts Payable, Project Accounting, Financial Advisory, Account Reconciliation, General Ledger, Internal Audit, SEC filings, Journal Entries, Construction Loans, XBRL, Crossfire, PeopleSoft, Costpoint, Expense Reports, Financial Statements, Internal Controls, Revenue Recognition
Education
Fort Lewis College 2005 — 2009
Bachelor of Arts, Finance & Accounting
Darren Banh's Waddell & Reed Experience January 2009 - June 2009
Job Vice President at Merrill Edge
Industry Financial Services
Experience
Merrill Lynch January 2011 - Present
Ameriprise Financial August 2009 - December 2010
Waddell & Reed January 2009 - June 2009
Merrill Lynch August 2007 - December 2008
Education
Georgetown University 2006 — 2010
Certificate
George Mason University 2001 — 2006
BA
Merrill Lynch January 2011 - Present
Ameriprise Financial August 2009 - December 2010
Waddell & Reed January 2009 - June 2009
Merrill Lynch August 2007 - December 2008
Education
Georgetown University 2006 — 2010
Certificate
George Mason University 2001 — 2006
BA
Pamela L. Hesselgrave, CFP® Pamela L. Hesselgrave, CFP®'s Waddell & Reed Experience 2005 - 2006
Job Experienced financial planner, trust officer, client services manager.
Industry Financial Services
Experience
Wells Fargo 2007 - 2009
Waddell & Reed 2005 - 2006
David Margolis, Inc. 1989 - 2004
Denver, CO 1990 - 1991
Skills
Estate Planning, Nonprofits, Portfolio Management, Finance, Retirement, Retirement Planning, Wealth Management, Financial Planners, Strategic Financial..., Process Improvement, Management, Financial Services, Non-profits, Tax, Investment Advisory, High Net Worth...
Education
College for Financial Planning
CFP®, Financial Planning
Hope College
Southern Illinois University, Carbondale
BS, Education
Wells Fargo 2007 - 2009
Waddell & Reed 2005 - 2006
David Margolis, Inc. 1989 - 2004
Denver, CO 1990 - 1991
Skills
Estate Planning, Nonprofits, Portfolio Management, Finance, Retirement, Retirement Planning, Wealth Management, Financial Planners, Strategic Financial..., Process Improvement, Management, Financial Services, Non-profits, Tax, Investment Advisory, High Net Worth...
Education
College for Financial Planning
CFP®, Financial Planning
Hope College
Southern Illinois University, Carbondale
BS, Education
Christopher Waddell, CFP (r) Christopher Waddell, CFP (r)'s Waddell & Reed Experience May 1988 - July 2007
Job CERTIFIED FINANCIAL PLANNER (TM) focused on Eldercare & Special Needs
Industry Financial Services
Experience
Raymond James Financial Services, Inc. Member FINRA/SIPC July 2007 - Present
Arlington Special Education PTA July 2012 - June 2014
Autism Society of America January 2005 - June 2009
Waddell & Reed May 1988 - July 2007
Skills
Estate Planning, Public Speaking, Special Needs Planning
Education
College for Financial Planning 1989 — 1992
CERTIFIED FINANCIAL PLANNER (TM)
Georgetown University 1983 — 1987
BA, Psychology and English
Saint Anselm's Abbey School
Raymond James Financial Services, Inc. Member FINRA/SIPC July 2007 - Present
Arlington Special Education PTA July 2012 - June 2014
Autism Society of America January 2005 - June 2009
Waddell & Reed May 1988 - July 2007
Skills
Estate Planning, Public Speaking, Special Needs Planning
Education
College for Financial Planning 1989 — 1992
CERTIFIED FINANCIAL PLANNER (TM)
Georgetown University 1983 — 1987
BA, Psychology and English
Saint Anselm's Abbey School
Kelsey Salsbery Kelsey Salsbery's Waddell & Reed Experience August 2012 - Present
Job Executive Assistant at Waddell & Reed
Industry Marketing and Advertising
Experience
Waddell & Reed August 2012 - Present
Stevens-Henager College August 2010 - August 2012
Museum of Idaho August 2008 - August 2010
Williams-Sonoma, Inc. August 2004 - December 2007
Spokane Public Facilities District June 2006 - November 2007
Skills
Event Planning, Social Media, Public Relations, Social Media Marketing, Event Management, Marketing Communications, Public Speaking, Marketing, Advertising, Marketing Strategy, Social Networking, Microsoft Office, Customer Service, Email Marketing, Facebook, Fundraising
Education
Gonzaga University 2002 — 2006
B.A., Public Relations, Sports Management, Advertising
Waddell & Reed August 2012 - Present
Stevens-Henager College August 2010 - August 2012
Museum of Idaho August 2008 - August 2010
Williams-Sonoma, Inc. August 2004 - December 2007
Spokane Public Facilities District June 2006 - November 2007
Skills
Event Planning, Social Media, Public Relations, Social Media Marketing, Event Management, Marketing Communications, Public Speaking, Marketing, Advertising, Marketing Strategy, Social Networking, Microsoft Office, Customer Service, Email Marketing, Facebook, Fundraising
Education
Gonzaga University 2002 — 2006
B.A., Public Relations, Sports Management, Advertising
Malcolm Muhammad's Waddell & Reed Experience March 2013 - October 2014
Job Marketing professional specializing in driving revenue to restaurants through the use of technology.
Industry Marketing and Advertising
Experience
Pay Half Club September 2015 - Present
Take Heed Films January 2014 - Present
ARF Financial LLC October 2014 - September 2015
Waddell & Reed March 2013 - October 2014
Tallahassee Democrat July 2012 - August 2013
Avis Budget Group February 2011 - June 2012
Skills
Strategic Planning, Business Strategy, Business Development, Market Research, Film Production, Marketing Strategy, Business Planning, Sponsorship Program..., Sales, Financial Management..., Sponsorship Programs, Independent Film, Advertising, Social Networking, Sales Presentations, Social Media Marketing, Marketing, Customer Service, Online Advertising, Public Relations, Online Marketing, Advertising Sales, Direct Sales, Social Media, Account Management, Marketing Communications, Email Marketing, Management, Event Management, Media Relations, Leadership, Digital Marketing, Strategic Financial..., Team Leadership, New Business Development, Personal Financial..., Investment Strategies, Investment Advisory, Retirement Planning, Debt Management, Customer Satisfaction, Salesforce.com, Networking, Marketing Research, Integrated Marketing, research, Sponsorship Sales, Sponsorship Relations, Sponsorship Generation, Research
Education
Florida Agricultural and Mechanical University 2008 — 2012
Bachelor of Science (BS), Business Administration and Management, General
Pay Half Club September 2015 - Present
Take Heed Films January 2014 - Present
ARF Financial LLC October 2014 - September 2015
Waddell & Reed March 2013 - October 2014
Tallahassee Democrat July 2012 - August 2013
Avis Budget Group February 2011 - June 2012
Skills
Strategic Planning, Business Strategy, Business Development, Market Research, Film Production, Marketing Strategy, Business Planning, Sponsorship Program..., Sales, Financial Management..., Sponsorship Programs, Independent Film, Advertising, Social Networking, Sales Presentations, Social Media Marketing, Marketing, Customer Service, Online Advertising, Public Relations, Online Marketing, Advertising Sales, Direct Sales, Social Media, Account Management, Marketing Communications, Email Marketing, Management, Event Management, Media Relations, Leadership, Digital Marketing, Strategic Financial..., Team Leadership, New Business Development, Personal Financial..., Investment Strategies, Investment Advisory, Retirement Planning, Debt Management, Customer Satisfaction, Salesforce.com, Networking, Marketing Research, Integrated Marketing, research, Sponsorship Sales, Sponsorship Relations, Sponsorship Generation, Research
Education
Florida Agricultural and Mechanical University 2008 — 2012
Bachelor of Science (BS), Business Administration and Management, General
Craig Barone's Waddell & Reed Experience January 2013 - May 2013
Job Investment Banking Analyst at UBS Investment Bank
Industry Investment Banking
Experience
UBS Investment Bank July 2015 - Present
The Investment Banking Society at Fordham March 2014 - Present
UBS Investment Bank June 2014 - August 2014
Berkery, Noyes & Co., LLC September 2013 - April 2014
Brocair Partners LLC May 2013 - August 2013
Waddell & Reed January 2013 - May 2013
Skills
Investment Banking, Investments, Bloomberg Terminal, Microsoft Office, Teamwork, Financial Modeling, Microsoft Excel, Financial Analysis, Finance, PowerPoint, DCF Valuation, Equity Research, Capital IQ, Equity Trading, Professional Mentoring, Leveraged Finance, Valuation, Public Speaking, Portfolio Management, Research, Time Management
Education
Fordham University 2013 — 2015
Bachelor’s Degree, Finance, GPA: 3.84 / 4.00
UBS Investment Bank July 2015 - Present
The Investment Banking Society at Fordham March 2014 - Present
UBS Investment Bank June 2014 - August 2014
Berkery, Noyes & Co., LLC September 2013 - April 2014
Brocair Partners LLC May 2013 - August 2013
Waddell & Reed January 2013 - May 2013
Skills
Investment Banking, Investments, Bloomberg Terminal, Microsoft Office, Teamwork, Financial Modeling, Microsoft Excel, Financial Analysis, Finance, PowerPoint, DCF Valuation, Equity Research, Capital IQ, Equity Trading, Professional Mentoring, Leveraged Finance, Valuation, Public Speaking, Portfolio Management, Research, Time Management
Education
Fordham University 2013 — 2015
Bachelor’s Degree, Finance, GPA: 3.84 / 4.00
Ari Y. Lucas's Waddell & Reed Experience September 2008 - August 2009
Job Proprietary Trader at T3 Trading
Industry Financial Services
Experience
New York Life Insurance and Precision Wealth Strategies August 2013 - February 2014
Pioneer Israel March 2013 - July 2013
DJH Capital / Honigstock Group January 2010 - July 2012
JPM Chase December 2009 - February 2010
Waddell & Reed September 2008 - August 2009
Middlegate Securities March 2000 - January 2008
Dreyfus October 1998 - March 2000
Skills
Israeli-Palestinian..., Equities, Investments, Series 7, Due Diligence, Wealth Management, Mutual Funds, Equity Trading, Trading, Client-focused, Team-oriented, Investment Management, Fixed Income, ETFs, Capital Markets, Emerging Markets, Private Equity, Asset Managment, Stock Exchange, Separate Accounts, Unified Managed Accounts, Securities, Options, Bonds, Commodity, Bloomberg, Banking, Start-ups, Finance, Electronic Trading, Financial Advisory, Asset Allocation, Investment Advisory, Portfolio Management, Equity Research, Series 63, Insurance, FINRA, Financial Reporting, Financial Services, Retirement Planning, Retirement, Strategic Financial..., Sales Growth, Charity Marketing, Asset Management, Hedge Funds, Venture Capital, Financial Markets, Investment Strategies
Education
Hofstra University 2015 — 2017
Master of Business Administration (MBA)
Tulane University 1993 — 1997
BA
New York Life Insurance and Precision Wealth Strategies August 2013 - February 2014
Pioneer Israel March 2013 - July 2013
DJH Capital / Honigstock Group January 2010 - July 2012
JPM Chase December 2009 - February 2010
Waddell & Reed September 2008 - August 2009
Middlegate Securities March 2000 - January 2008
Dreyfus October 1998 - March 2000
Skills
Israeli-Palestinian..., Equities, Investments, Series 7, Due Diligence, Wealth Management, Mutual Funds, Equity Trading, Trading, Client-focused, Team-oriented, Investment Management, Fixed Income, ETFs, Capital Markets, Emerging Markets, Private Equity, Asset Managment, Stock Exchange, Separate Accounts, Unified Managed Accounts, Securities, Options, Bonds, Commodity, Bloomberg, Banking, Start-ups, Finance, Electronic Trading, Financial Advisory, Asset Allocation, Investment Advisory, Portfolio Management, Equity Research, Series 63, Insurance, FINRA, Financial Reporting, Financial Services, Retirement Planning, Retirement, Strategic Financial..., Sales Growth, Charity Marketing, Asset Management, Hedge Funds, Venture Capital, Financial Markets, Investment Strategies
Education
Hofstra University 2015 — 2017
Master of Business Administration (MBA)
Tulane University 1993 — 1997
BA
Angela Bushman Angela Bushman's Waddell & Reed Experience March 1987 - August 1990
Job Intuitive Empowerment Coach, Author, Speaker, Artist / San Diego and Hawaii/ www.AngelaBushman.com
Industry Health, Wellness and Fitness
Experience
AngelaBushman.com January 2011 - Present
Angela Bushman January 2012 - Present
VoiceAmerica Talk Radio - WTR, LLC April 2013 - September 2013
National Charity League, Inc., Sonoran Centennial Chapter May 2005 - May 2011
Student of Esoteric Wisdom 1990 - 2008
Waddell & Reed March 1987 - August 1990
KMG Main Hurdman - now part of KPMG Peat Marwick October 1986 - January 1987
Selden Fox, Ltd. January 1986 - March 1986
Skills
Personal Development, Inspirational Writing, Life Transitions, Spiritual Healing, Subconscious..., Consciousness Expansion, Meditation, Life Coaching, Empowerment, Inspiration, Public Speaking, Healing, Published Author, High-Vibrational Art..., Abstract Paintings, Reiki, Stress, Lifestyle Coaching, Leadership, Event Planning, Event Management, Coaching, Motivational Speaking, Program Management, Executive Coaching, Holistic Health, Training, Community Outreach, Blogging, Community Development, Public Relations, Program Development, Energy Healing, Social Media Marketing, Social Media, Team Building, Leadership Development, Wellness Coaching, Stress Management, Wellness, Small Business, Entrepreneurship, Social Networking, Paradigm Shifts, Visual Design, Lifestyle, Newsletters, Workshop Facilitation, Radio, Photography
Education
Various Spiritual Teachers 1990 — 2010
Reiki Master, Empowerment, Life Purpose, Life Lessons, Energy Healing, Numerology, Subconscious Reprogramming
Illinois State University 1982 — 1986
Bachelor's degree, Accounting
AngelaBushman.com January 2011 - Present
Angela Bushman January 2012 - Present
VoiceAmerica Talk Radio - WTR, LLC April 2013 - September 2013
National Charity League, Inc., Sonoran Centennial Chapter May 2005 - May 2011
Student of Esoteric Wisdom 1990 - 2008
Waddell & Reed March 1987 - August 1990
KMG Main Hurdman - now part of KPMG Peat Marwick October 1986 - January 1987
Selden Fox, Ltd. January 1986 - March 1986
Skills
Personal Development, Inspirational Writing, Life Transitions, Spiritual Healing, Subconscious..., Consciousness Expansion, Meditation, Life Coaching, Empowerment, Inspiration, Public Speaking, Healing, Published Author, High-Vibrational Art..., Abstract Paintings, Reiki, Stress, Lifestyle Coaching, Leadership, Event Planning, Event Management, Coaching, Motivational Speaking, Program Management, Executive Coaching, Holistic Health, Training, Community Outreach, Blogging, Community Development, Public Relations, Program Development, Energy Healing, Social Media Marketing, Social Media, Team Building, Leadership Development, Wellness Coaching, Stress Management, Wellness, Small Business, Entrepreneurship, Social Networking, Paradigm Shifts, Visual Design, Lifestyle, Newsletters, Workshop Facilitation, Radio, Photography
Education
Various Spiritual Teachers 1990 — 2010
Reiki Master, Empowerment, Life Purpose, Life Lessons, Energy Healing, Numerology, Subconscious Reprogramming
Illinois State University 1982 — 1986
Bachelor's degree, Accounting
Michael Capalbo Michael Capalbo's Waddell & Reed Experience April 2012 - August 2012
Job Senior Reimbursement Accountant at Airamid Health Services
Industry Financial Services
Experience
Airamid Health Services April 2014 - Present
Bahia Cabana August 2013 - April 2014
Waddell & Reed April 2012 - August 2012
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Teamwork, Research, Financial Analysis, Access, Public Speaking, Time Management, Data Analysis
Education
Florida Atlantic University 2013 — 2016
Master of Business Administration (M.B.A.), Accounting
Florida State University 2009 — 2013
Bachelor's degree, Finance, General
Airamid Health Services April 2014 - Present
Bahia Cabana August 2013 - April 2014
Waddell & Reed April 2012 - August 2012
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Teamwork, Research, Financial Analysis, Access, Public Speaking, Time Management, Data Analysis
Education
Florida Atlantic University 2013 — 2016
Master of Business Administration (M.B.A.), Accounting
Florida State University 2009 — 2013
Bachelor's degree, Finance, General
Tiffany Reinders Tiffany Reinders's Waddell & Reed Experience 2009 - August 2012
Job Pharmaceutical Sales
Industry Pharmaceuticals
Experience
Novo Nordisk August 2012 - Present
Waddell & Reed 2009 - August 2012
Pfizer May 2010 - January 2011
Quintiles January 2007 - October 2009
Midwest Medical October 2004 - January 2007
Skills
ACLS, Medicine, Sales, Critical Care, Insurance, Team Building, Coaching, PALS, Customer Service, EKG, IV, Strategic Planning, Professional Mentoring, Sales Presentations, Cross-functional Team...
Education
Ross University School of Medicine 2000 — 2004
Medicine
Hastings College 1996 — 1999
BA, Biology, Chemistry
Novo Nordisk August 2012 - Present
Waddell & Reed 2009 - August 2012
Pfizer May 2010 - January 2011
Quintiles January 2007 - October 2009
Midwest Medical October 2004 - January 2007
Skills
ACLS, Medicine, Sales, Critical Care, Insurance, Team Building, Coaching, PALS, Customer Service, EKG, IV, Strategic Planning, Professional Mentoring, Sales Presentations, Cross-functional Team...
Education
Ross University School of Medicine 2000 — 2004
Medicine
Hastings College 1996 — 1999
BA, Biology, Chemistry
William Bryce Borgman's Waddell & Reed Experience March 2010 - January 2011
Job Supply Chain Buyer at Haworth
Industry Financial Services
Experience
Haworth January 2011 - Present
Haworth January 2011 - Present
Waddell & Reed March 2010 - January 2011
Northwestern Mutual May 2008 - December 2009
Grand Valley State University June 2005 - December 2009
Skills
Management, Purchasing, Supply Chain Management, Supply Chain, Microsoft Excel, Human Resources, Inventory Management, Team Building, Operations Management, Procurement, Continuous Improvement, Finance, Leadership, Logistics, Customer Service, Sales, Lean Manufacturing, Value Stream Mapping, Strategic Sourcing
Education
Grand Valley State University 2005 — 2009
B.B.A., Finance, Economics
West Ottawa High School 2001 — 2005
Haworth January 2011 - Present
Haworth January 2011 - Present
Waddell & Reed March 2010 - January 2011
Northwestern Mutual May 2008 - December 2009
Grand Valley State University June 2005 - December 2009
Skills
Management, Purchasing, Supply Chain Management, Supply Chain, Microsoft Excel, Human Resources, Inventory Management, Team Building, Operations Management, Procurement, Continuous Improvement, Finance, Leadership, Logistics, Customer Service, Sales, Lean Manufacturing, Value Stream Mapping, Strategic Sourcing
Education
Grand Valley State University 2005 — 2009
B.B.A., Finance, Economics
West Ottawa High School 2001 — 2005
Erwin L. Staples's Waddell & Reed Experience 2000 - 2003
Job Retirement Plans Specialist at ICMA Retirement Corporation
Industry Financial Services
Experience
ICMA Retirement Corporation January 2011 - Present
Board of Trustees for Grande Prairie Public Library District April 2007 - April 2015
Fifth Third Bank October 2009 - January 2011
Mutual of Omaha March 2006 - October 2009
Humana 2005 - 2008
Bank One/J.P. Morgan Chase 2003 - 2005
Village of Hazel Crest Economic Development Commission April 2003 - September 2004
Waddell & Reed 2000 - 2003
Morningstar 1998 - 2000
Skills
Retirement Planning, Asset Allocation, Mutual Funds, IRA's, Roth IRA, IRA Rollovers, 457 Plans, 401k, Investments, Insurance, Personal Financial..., Retirement, Financial Services
Education
Illinois State University 1990 — 1995
Leo High School 1986 — 1990
ICMA Retirement Corporation January 2011 - Present
Board of Trustees for Grande Prairie Public Library District April 2007 - April 2015
Fifth Third Bank October 2009 - January 2011
Mutual of Omaha March 2006 - October 2009
Humana 2005 - 2008
Bank One/J.P. Morgan Chase 2003 - 2005
Village of Hazel Crest Economic Development Commission April 2003 - September 2004
Waddell & Reed 2000 - 2003
Morningstar 1998 - 2000
Skills
Retirement Planning, Asset Allocation, Mutual Funds, IRA's, Roth IRA, IRA Rollovers, 457 Plans, 401k, Investments, Insurance, Personal Financial..., Retirement, Financial Services
Education
Illinois State University 1990 — 1995
Leo High School 1986 — 1990
Daniel Reichert Daniel Reichert's Waddell & Reed Experience November 2014 - August 2015
Job Law Student
Industry Writing and Editing
Experience
Waddell & Reed November 2014 - August 2015
Harvard University September 2012 - August 2014
Harvard University September 2013 - June 2014
Cabot House, Harvard University June 2011 - June 2012
Department of Germanic Languages and Literatures June 2011 - August 2011
Bureau of Study Counsel, Harvard University September 2010 - May 2011
Stoel Rives LLP July 2010 - August 2010
And Justice For All July 2007 - August 2007
Skills
French, German, Writing, English, Qualitative Research, Tutoring, Social Media, Higher Education, Fundraising, PowerPoint
Education
Stanford University Law School 2015 — 2018
Juris Doctor (J.D.)
Harvard University 2012 — 2014
Master’s Degree, German Literature
Harvard College 2008 — 2012
Bachelor of Arts (B.A.), Germanic Languages and Literatures
Waterford School 2004 — 2008
Waddell & Reed November 2014 - August 2015
Harvard University September 2012 - August 2014
Harvard University September 2013 - June 2014
Cabot House, Harvard University June 2011 - June 2012
Department of Germanic Languages and Literatures June 2011 - August 2011
Bureau of Study Counsel, Harvard University September 2010 - May 2011
Stoel Rives LLP July 2010 - August 2010
And Justice For All July 2007 - August 2007
Skills
French, German, Writing, English, Qualitative Research, Tutoring, Social Media, Higher Education, Fundraising, PowerPoint
Education
Stanford University Law School 2015 — 2018
Juris Doctor (J.D.)
Harvard University 2012 — 2014
Master’s Degree, German Literature
Harvard College 2008 — 2012
Bachelor of Arts (B.A.), Germanic Languages and Literatures
Waterford School 2004 — 2008
Angelica Barroso's Waddell & Reed Experience August 2015 - Present
Job Financial Advisor Intern at Waddell & Reed
Industry Financial Services
Experience
Waddell & Reed August 2015 - Present
Arthrex May 2015 - August 2015
A & T Investment Team, LLC May 2014 - August 2014
Skills
Microsoft Office, SAP Business Software, QAD Software, Team Leadership, Time Management, Microsoft Excel, Teamwork, Customer Service, Research, PowerPoint, Work Ethic, Multitasking Skills
Education
Florida State University 2013 — 2017
International Business and Finance, Third Year
Gulf Coast High School 2009 — 2013
High School
Waddell & Reed August 2015 - Present
Arthrex May 2015 - August 2015
A & T Investment Team, LLC May 2014 - August 2014
Skills
Microsoft Office, SAP Business Software, QAD Software, Team Leadership, Time Management, Microsoft Excel, Teamwork, Customer Service, Research, PowerPoint, Work Ethic, Multitasking Skills
Education
Florida State University 2013 — 2017
International Business and Finance, Third Year
Gulf Coast High School 2009 — 2013
High School
Dasha Weeks Dasha Weeks's Waddell & Reed Experience April 2014 - June 2014
Job Financial Analyst at ICF International
Industry Financial Services
Experience
ICF International October 2014 - Present
American Red Cross June 2014 - September 2014
Waddell & Reed April 2014 - June 2014
Johns Hopkins Hospital November 2012 - January 2013
Makeevka High School, Ukraine August 2006 - June 2007
Skills
Microsoft Excel, Program Management, Medicine, Budgets, Microsoft Word, Teaching, Proposal Writing, Analysis, Finance, Financial Analysis, Statistical Data..., Data Analysis, Management, Corporate Finance, Public Speaking, Research, Customer Service, Leadership, Financial Accounting, Ariba, GCMS, TM1, Cognos, Financial Reporting
Education
Texas A&M University
Project Management
University of Economics and Humanities, Makeevka, Ukraine 2012 — 2014
Bachelors, Finance, GPA 3.8
Howard Community College 2010 — 2013
Completed pre-requisites, Pre-Medicine/Pre-Medical Studies, GPA 3.65
Makeevka High School, Ukraine 2004 — 2007
Graduated High Scool, Specializations in Economics and Geography
ICF International October 2014 - Present
American Red Cross June 2014 - September 2014
Waddell & Reed April 2014 - June 2014
Johns Hopkins Hospital November 2012 - January 2013
Makeevka High School, Ukraine August 2006 - June 2007
Skills
Microsoft Excel, Program Management, Medicine, Budgets, Microsoft Word, Teaching, Proposal Writing, Analysis, Finance, Financial Analysis, Statistical Data..., Data Analysis, Management, Corporate Finance, Public Speaking, Research, Customer Service, Leadership, Financial Accounting, Ariba, GCMS, TM1, Cognos, Financial Reporting
Education
Texas A&M University
Project Management
University of Economics and Humanities, Makeevka, Ukraine 2012 — 2014
Bachelors, Finance, GPA 3.8
Howard Community College 2010 — 2013
Completed pre-requisites, Pre-Medicine/Pre-Medical Studies, GPA 3.65
Makeevka High School, Ukraine 2004 — 2007
Graduated High Scool, Specializations in Economics and Geography
Hyder Alabed's Waddell & Reed Experience May 2014 - September 2014
Job Student at Florida State University
Industry Investment Management
Experience
Florida State University Student Investment Fund May 2015 - Present
Waddell & Reed May 2014 - September 2014
Skills
Microsoft Excel, Public Speaking, PowerPoint, Statistics, Financial Modeling, Data Analysis, SAS, Economics, Microsoft Word, Due Diligence, Editing, Microsoft Office, Research
Education
Florida State University 2013 — 2015
Bachelor of Science (B.S.), Statistics
Florida State University 2013 — 2015
Bachelor of Arts (B.A.), Applied Economics
Florida State University Student Investment Fund May 2015 - Present
Waddell & Reed May 2014 - September 2014
Skills
Microsoft Excel, Public Speaking, PowerPoint, Statistics, Financial Modeling, Data Analysis, SAS, Economics, Microsoft Word, Due Diligence, Editing, Microsoft Office, Research
Education
Florida State University 2013 — 2015
Bachelor of Science (B.S.), Statistics
Florida State University 2013 — 2015
Bachelor of Arts (B.A.), Applied Economics
Connor McKinlay Connor McKinlay's Waddell & Reed Experience May 2015 - Present
Job Finance Intern at Waddell & Reed
Industry Retail
Experience
Waddell & Reed May 2015 - Present
Publix June 2012 - Present
Skills
Customer Service, Food, Data Entry, Cashiering, Time Management, Telephone Skills, Microsoft Word, Inventory Management, PowerPoint, Microsoft Office, Outlook, Microsoft Excel, Retail, Food Service, Phone Etiquette, Social Networking, Teamwork, Social Media, Leadership, Facebook, Public Speaking
Education
Georgia State University 2012 — 2016
Business Economics/ Finance
Georgia State University 2012 — 2016
Business Economics/Finance
Waddell & Reed May 2015 - Present
Publix June 2012 - Present
Skills
Customer Service, Food, Data Entry, Cashiering, Time Management, Telephone Skills, Microsoft Word, Inventory Management, PowerPoint, Microsoft Office, Outlook, Microsoft Excel, Retail, Food Service, Phone Etiquette, Social Networking, Teamwork, Social Media, Leadership, Facebook, Public Speaking
Education
Georgia State University 2012 — 2016
Business Economics/ Finance
Georgia State University 2012 — 2016
Business Economics/Finance
Sandra Berry's Waddell & Reed Experience October 2013 - July 2015
Job QA Test Lead at VML
Industry Computer Software
Experience
VML September 2015 - Present
Waddell & Reed October 2013 - July 2015
UMB Bank November 2011 - July 2013
U.S. Central August 2006 - October 2010
State Street February 1999 - August 2006
Federal Reserve Bank of Kansas City January 1998 - September 1998
Johnson County Bank March 1996 - September 1998
Bank IV 1994 - 1995
Boogaarts Grocery Store 1989 - 1992
Skills
Outlook, PowerPoint, Microsoft Excel, Quality Assurance, Microsoft Word, Banking, Analysis, Training, SDLC, Leadership, Management, Business Analysis, SharePoint, Software Documentation, Requirements Gathering
Education
University of Kansas 1994 — 1998
Bachelor of Science, Business Administration
Fort Hays State University 1988 — 1990
Russell High School 1984 — 1988
Diploma, Business
VML September 2015 - Present
Waddell & Reed October 2013 - July 2015
UMB Bank November 2011 - July 2013
U.S. Central August 2006 - October 2010
State Street February 1999 - August 2006
Federal Reserve Bank of Kansas City January 1998 - September 1998
Johnson County Bank March 1996 - September 1998
Bank IV 1994 - 1995
Boogaarts Grocery Store 1989 - 1992
Skills
Outlook, PowerPoint, Microsoft Excel, Quality Assurance, Microsoft Word, Banking, Analysis, Training, SDLC, Leadership, Management, Business Analysis, SharePoint, Software Documentation, Requirements Gathering
Education
University of Kansas 1994 — 1998
Bachelor of Science, Business Administration
Fort Hays State University 1988 — 1990
Russell High School 1984 — 1988
Diploma, Business
Kelly Johnson, CRP, CP's Waddell & Reed Experience December 2012 - Present
Job Paralegal at Waddell & Reed
Industry Legal Services
Experience
Waddell & Reed December 2012 - Present
SCL Health System May 2010 - December 2012
Gates, Shields & Ferguson, P.A. March 2009 - May 2010
Brooke Corporation November 2007 - February 2009
Skills
Accounts Payable, Accounts Receivable, Acquisitions, Bankruptcy, Business Transactions, Budgeting, Certified Paralegal, Civil Litigation, Clerical Skills, Computer Proficiency, Contractual Agreements, EDGAR, Legal Compliance, Legal Documents, Legal Research, Legal Writing, Mac OS X, Microsoft Office, Microsoft Windows, Payroll, SEC filings, Training
Education
Fort Hays State University
Bachelor of General Studies (B.G.S.), Concentration in Justice Studies
Johnson County Community College
Associate of Arts (A.A.), Paralegal Studies
Waddell & Reed December 2012 - Present
SCL Health System May 2010 - December 2012
Gates, Shields & Ferguson, P.A. March 2009 - May 2010
Brooke Corporation November 2007 - February 2009
Skills
Accounts Payable, Accounts Receivable, Acquisitions, Bankruptcy, Business Transactions, Budgeting, Certified Paralegal, Civil Litigation, Clerical Skills, Computer Proficiency, Contractual Agreements, EDGAR, Legal Compliance, Legal Documents, Legal Research, Legal Writing, Mac OS X, Microsoft Office, Microsoft Windows, Payroll, SEC filings, Training
Education
Fort Hays State University
Bachelor of General Studies (B.G.S.), Concentration in Justice Studies
Johnson County Community College
Associate of Arts (A.A.), Paralegal Studies
Marques Jones's Waddell & Reed Experience February 2014 - February 2015
Job Personal and Commercial Lines Producer at Southland Insurance Brokers
Industry Financial Services
Experience
Southland Insurance Brokers February 2015 - Present
Waddell & Reed February 2014 - February 2015
Sun West Mortgage Company April 2013 - July 2013
San Bernardino County Superintendent of Schools: Kids N Care June 2008 - July 2011
Skills
Microsoft Word, Banking, Customer Service, Microsoft Excel, Microsoft Office, PowerPoint, Outlook, English, Budgets, Strategic Planning, Research, Windows, Public Speaking, Negotiation, Investments, Financial Analysis, Insurance, Portfolio Management, Leadership, Loans, Accounting, Time Management, Financial Planning, Relationship Management, Business Analysis, Financial Services, Mortgage Lending, Process Improvement, Asset Management, Access, Finance, Marketing, Sales Management, FHA Financing, VA Loans, Conventional Financing, USDA Rural Housing, Workers Compensation, Economics, Team Building, Team Leadership, Management, Social Networking, Event Planning, Sales, Facebook, Teamwork, Public Relations, Data Analysis, Data Entry
Education
Grambling State University 2007 — 2013
Bachelor's Degree, Business Management
Grambling State University 2007 — 2013
Bachelor of Science (B.S.), Business Administration and Management, General
Southland Insurance Brokers February 2015 - Present
Waddell & Reed February 2014 - February 2015
Sun West Mortgage Company April 2013 - July 2013
San Bernardino County Superintendent of Schools: Kids N Care June 2008 - July 2011
Skills
Microsoft Word, Banking, Customer Service, Microsoft Excel, Microsoft Office, PowerPoint, Outlook, English, Budgets, Strategic Planning, Research, Windows, Public Speaking, Negotiation, Investments, Financial Analysis, Insurance, Portfolio Management, Leadership, Loans, Accounting, Time Management, Financial Planning, Relationship Management, Business Analysis, Financial Services, Mortgage Lending, Process Improvement, Asset Management, Access, Finance, Marketing, Sales Management, FHA Financing, VA Loans, Conventional Financing, USDA Rural Housing, Workers Compensation, Economics, Team Building, Team Leadership, Management, Social Networking, Event Planning, Sales, Facebook, Teamwork, Public Relations, Data Analysis, Data Entry
Education
Grambling State University 2007 — 2013
Bachelor's Degree, Business Management
Grambling State University 2007 — 2013
Bachelor of Science (B.S.), Business Administration and Management, General
Bradford Dabbs's Waddell & Reed Experience April 2014 - Present
Job Lead Systems Administrator at Waddell and Reed
Industry Information Technology and Services
Experience
Ataraxy Technologies February 2015 - Present
Waddell & Reed April 2014 - Present
Missouri Army National Guard November 2005 - Present
Concorde Career Colleges, Inc. June 2013 - April 2014
Booz Allen Hamilton December 2011 - June 2013
Layered Technologies August 2010 - December 2011
GSI Hosting April 2009 - August 2010
GSI Hosting April 2007 - January 2008
Skills
Active Directory, Servers, Security, Data Center, VMware, System Administration, DNS, Windows Server, Operating Systems, VMware ESX, Hardware, Software Installation, Security+, MCITP, Business Continuity, Virtualization, VMware Infrastructure, Cisco Technologies, DHCP, Software Documentation, Information Technology, MCSA, Powershell, Nagios
Education
Grantham University 2013 — 2016
Bachelor of Science (BS), Information System Security, 4.0
Ataraxy Technologies February 2015 - Present
Waddell & Reed April 2014 - Present
Missouri Army National Guard November 2005 - Present
Concorde Career Colleges, Inc. June 2013 - April 2014
Booz Allen Hamilton December 2011 - June 2013
Layered Technologies August 2010 - December 2011
GSI Hosting April 2009 - August 2010
GSI Hosting April 2007 - January 2008
Skills
Active Directory, Servers, Security, Data Center, VMware, System Administration, DNS, Windows Server, Operating Systems, VMware ESX, Hardware, Software Installation, Security+, MCITP, Business Continuity, Virtualization, VMware Infrastructure, Cisco Technologies, DHCP, Software Documentation, Information Technology, MCSA, Powershell, Nagios
Education
Grantham University 2013 — 2016
Bachelor of Science (BS), Information System Security, 4.0
Benjamin Klundt's Waddell & Reed Experience May 2011 - July 2014
Job Financial Advisor at Ten Capital Investment Advisors
Industry Accounting
Experience
Ten Capital Investment Advisors July 2014 - Present
Waddell & Reed May 2011 - July 2014
Skyhawks Sports Academy August 2010 - May 2011
UBS October 2009 - August 2010
Klündt Hosmer June 2008 - September 2008
Skills
Forecasting, Accounts Payable, Management, Problem Solving, Finance, General Ledger, Business Development, Accounting, Data Analysis, Leadership, Financial Analysis, Teamwork, PowerPoint, Nonprofits, Entrepreneurship, Financial Reporting, Microsoft Excel, Customer Service, Marketing, QuickBooks, Event Planning, Customer Satisfaction, Team Leadership, Small Business, Account Reconciliation, Public Speaking, Investments, Budgets, Access, Strategic Planning, Microsoft Office, Time Management
Education
Gonzaga University 2007 — 2011
BBA, accounting
Mt. Spokane High School
Whitworth University
Ten Capital Investment Advisors July 2014 - Present
Waddell & Reed May 2011 - July 2014
Skyhawks Sports Academy August 2010 - May 2011
UBS October 2009 - August 2010
Klündt Hosmer June 2008 - September 2008
Skills
Forecasting, Accounts Payable, Management, Problem Solving, Finance, General Ledger, Business Development, Accounting, Data Analysis, Leadership, Financial Analysis, Teamwork, PowerPoint, Nonprofits, Entrepreneurship, Financial Reporting, Microsoft Excel, Customer Service, Marketing, QuickBooks, Event Planning, Customer Satisfaction, Team Leadership, Small Business, Account Reconciliation, Public Speaking, Investments, Budgets, Access, Strategic Planning, Microsoft Office, Time Management
Education
Gonzaga University 2007 — 2011
BBA, accounting
Mt. Spokane High School
Whitworth University
Chelsea Shoemaker's Waddell & Reed Experience June 2015 - Present
Job Marketing at Waddell & Reed
Industry Marketing and Advertising
Experience
Waddell & Reed June 2015 - Present
Waddell & Reed April 2014 - June 2015
Marriott International February 2008 - November 2008
McCormick & Fracassa Law Firm May 2007 - January 2008
Skills
Highly detail oriented, Outlook, Creative Writing, Microsoft Word, Sales Operations, Strategic Planning, Successful Sales..., Lead Generation, Legal Assistants, Administrative Office..., New Business Development, Organized Multi-tasker, Dedicated Professional, Client Liason, Competitive, Superior Communications..., Maintaining Strong..., Business Strategy, Medical Transcription, Cold Calling Experience, Website Development, Web Design, Microsoft Office, Microsoft Excel, PowerPoint, Research, Client Billing, Document Drafting, Editing, Sales, Proofreading, Communication, Marketing, Cold Calling, CRM, Customer Service
Education
Truman State University 2004 — 2007
Bachelor of Science (B.S.), Business: Marketing, 3.5 G.P.A.
Penn Foster 2011 — 2012
Medical Transcriptionist, Medical Transcription/Transcriptionist, A
Harvard Extension School
Master’s Degree, Pursing Master of Liberal Arts: Management
Waddell & Reed June 2015 - Present
Waddell & Reed April 2014 - June 2015
Marriott International February 2008 - November 2008
McCormick & Fracassa Law Firm May 2007 - January 2008
Skills
Highly detail oriented, Outlook, Creative Writing, Microsoft Word, Sales Operations, Strategic Planning, Successful Sales..., Lead Generation, Legal Assistants, Administrative Office..., New Business Development, Organized Multi-tasker, Dedicated Professional, Client Liason, Competitive, Superior Communications..., Maintaining Strong..., Business Strategy, Medical Transcription, Cold Calling Experience, Website Development, Web Design, Microsoft Office, Microsoft Excel, PowerPoint, Research, Client Billing, Document Drafting, Editing, Sales, Proofreading, Communication, Marketing, Cold Calling, CRM, Customer Service
Education
Truman State University 2004 — 2007
Bachelor of Science (B.S.), Business: Marketing, 3.5 G.P.A.
Penn Foster 2011 — 2012
Medical Transcriptionist, Medical Transcription/Transcriptionist, A
Harvard Extension School
Master’s Degree, Pursing Master of Liberal Arts: Management
Garrett Ellsweig's Waddell & Reed Experience May 2013 - November 2013
Job Business Owner
Industry Retail
Experience
Clickers4sale January 2013 - Present
Ryan 2014 - 2014
Waddell & Reed May 2013 - November 2013
Student Investment Fund FSU May 2013 - August 2013
Janney Montgomery Scott May 2012 - June 2012
Jewish Community Center May 2009 - August 2011
Skills
Microsoft Excel, Entrepreneurship, PowerPoint, Microsoft Office, Microsoft Word, Critical Thinking, Customer Service, Time Management, Teamwork, Finance, Leadership, Sales, Analysis, Financial Analysis
Education
Florida State University 2010 — 2015
Bachelor's Degree, Real Estate, 3.9
Florida State University 2010 — 2014
Bachelor's Degree, Finance, General, 3.9
Florida State University
Bachelors of Science, Finance
Clickers4sale January 2013 - Present
Ryan 2014 - 2014
Waddell & Reed May 2013 - November 2013
Student Investment Fund FSU May 2013 - August 2013
Janney Montgomery Scott May 2012 - June 2012
Jewish Community Center May 2009 - August 2011
Skills
Microsoft Excel, Entrepreneurship, PowerPoint, Microsoft Office, Microsoft Word, Critical Thinking, Customer Service, Time Management, Teamwork, Finance, Leadership, Sales, Analysis, Financial Analysis
Education
Florida State University 2010 — 2015
Bachelor's Degree, Real Estate, 3.9
Florida State University 2010 — 2014
Bachelor's Degree, Finance, General, 3.9
Florida State University
Bachelors of Science, Finance
Lewis Bullock Jr.'s Waddell & Reed Experience June 2009 - October 2009
Job Associate Recruiter at Accenture
Industry Management Consulting
Experience
Accenture November 2014 - Present
Interlake Mecalux Warehouse Solutions April 2014 - August 2014
Collins Consulting April 2013 - October 2013
Chicago Transit Authority September 2011 - December 2012
Oak Brook Police Department February 2010 - August 2011
Waddell & Reed June 2009 - October 2009
Bloomington Police Department January 2009 - May 2009
Skills
Human Resources, Recruiting, Interviews, Time Management, Program Management, Management, Account Management, Training, Team Leadership, Corporate Communications, Public Speaking, New Hire Orientations, Employee Relations, Budgets, Leadership, Applicant Tracking..., People Skills, Organizational..., Employee Training, Strategic Planning, Conflict Resolution, Software Documentation, Hiring, Temporary Placement, Talent Acquisition, Human Relations, Multitasker, Onboarding, Background Checks, Resume Writing, Workforce Planning, Personnel Management, Screening, Talent Management, Strategic Sourcing, HR Policies, College Recruiting, Job Fairs
Education
DePaul University 2010 — 2012
MPA, Public Administration
Illinois State University 2007 — 2009
Bachelors, Criminal Justice
Accenture November 2014 - Present
Interlake Mecalux Warehouse Solutions April 2014 - August 2014
Collins Consulting April 2013 - October 2013
Chicago Transit Authority September 2011 - December 2012
Oak Brook Police Department February 2010 - August 2011
Waddell & Reed June 2009 - October 2009
Bloomington Police Department January 2009 - May 2009
Skills
Human Resources, Recruiting, Interviews, Time Management, Program Management, Management, Account Management, Training, Team Leadership, Corporate Communications, Public Speaking, New Hire Orientations, Employee Relations, Budgets, Leadership, Applicant Tracking..., People Skills, Organizational..., Employee Training, Strategic Planning, Conflict Resolution, Software Documentation, Hiring, Temporary Placement, Talent Acquisition, Human Relations, Multitasker, Onboarding, Background Checks, Resume Writing, Workforce Planning, Personnel Management, Screening, Talent Management, Strategic Sourcing, HR Policies, College Recruiting, Job Fairs
Education
DePaul University 2010 — 2012
MPA, Public Administration
Illinois State University 2007 — 2009
Bachelors, Criminal Justice
Jim Messmer Jim Messmer's Waddell & Reed Experience September 1988 - August 1990
Job Retired at Home
Industry Information Technology and Services
Experience
Home October 2014 - 2015
GENERAL DYNAMICS IT October 2009 - October 2013
Tek Systems June 2006 - July 2007
Arrow electronics 2000 - 2003
Ball Aerospace 1986 - 1999
Waddell & Reed September 1988 - August 1990
Beech Aircraft Corporation 1963 - 1986
Skills
Technical Support, BMC Remedy, Blackberry Enterprise..., Active Directory, Management, Service Desk, Internet Explorer, SCCM, Hardware Support, Remedy Ticketing System, Windows 7, XP, Laptops, Troubleshooting, Remote Desktop, Servers, System Administration, Hardware, Blackberry, ITIL, Software Documentation, Customer Service, Cisco Technologies, Windows XP
Education
Front Range Community College 1988 — 1991
RCA Electronics Technical School 1974 — 1975
Communications Certificate, Electronics-Communications, A
Boulder High School, Boulder, Co. 1957 — 1961
High School Diploma, General
Home October 2014 - 2015
GENERAL DYNAMICS IT October 2009 - October 2013
Tek Systems June 2006 - July 2007
Arrow electronics 2000 - 2003
Ball Aerospace 1986 - 1999
Waddell & Reed September 1988 - August 1990
Beech Aircraft Corporation 1963 - 1986
Skills
Technical Support, BMC Remedy, Blackberry Enterprise..., Active Directory, Management, Service Desk, Internet Explorer, SCCM, Hardware Support, Remedy Ticketing System, Windows 7, XP, Laptops, Troubleshooting, Remote Desktop, Servers, System Administration, Hardware, Blackberry, ITIL, Software Documentation, Customer Service, Cisco Technologies, Windows XP
Education
Front Range Community College 1988 — 1991
RCA Electronics Technical School 1974 — 1975
Communications Certificate, Electronics-Communications, A
Boulder High School, Boulder, Co. 1957 — 1961
High School Diploma, General
Vincent Gahren Vincent Gahren's Waddell & Reed Experience March 2008 - February 2010
Job Managing Partner/Tax & Investment Advisor at Trinity Asset Partners, LLC
Industry Financial Services
Experience
Trinity Asset Partners, LLC September 2012 - Present
Wall Street Capitol an office of MetLife March 2012 - September 2012
MetLife Securities March 2012 - September 2012
Lincoln Financial Group November 2011 - June 2012
HF Financial February 2009 - October 2011
Waddell & Reed March 2008 - February 2010
ING Financial Partners April 2006 - June 2008
Ameriprise Financial Advisors January 2001 - July 2005
Skills
Mutual Funds, Securities, Investments, Financial Planning, Asset Allocation, Insurance, Wealth Management, Estate Planning, Health Insurance..., Portfolio Management, Small Business, Alternative Investments, Individual Health..., Life Settlements, Private Placements, Wealth, Financial Planners, Qualified Retirement..., Pensions, Wealth Accumulation, Financial Advisory, Succession Planning, Bonds, Wealth Preservation..., Asset Management, Business Planning, Employee Benefits, Fixed Income, Life Insurance, Disability Insurance, Finance, Investment Advisory, Structured Products, Strategic Financial..., Defined Benefit, Risk Management, Income Protection, Equities, Self-Directed IRA Fund..., Series 63, Roth IRA, Insurance Planning, Tax-Free Investments, Financial Services, Tax Planning, Cash Flow Maximization, Series 7, Series 65, Affordable Care Act
Education
University of North Carolina at Charlotte 1995 — 1998
BA, History
Fordham University 1990 — 1991
General Education
Trinity Asset Partners, LLC September 2012 - Present
Wall Street Capitol an office of MetLife March 2012 - September 2012
MetLife Securities March 2012 - September 2012
Lincoln Financial Group November 2011 - June 2012
HF Financial February 2009 - October 2011
Waddell & Reed March 2008 - February 2010
ING Financial Partners April 2006 - June 2008
Ameriprise Financial Advisors January 2001 - July 2005
Skills
Mutual Funds, Securities, Investments, Financial Planning, Asset Allocation, Insurance, Wealth Management, Estate Planning, Health Insurance..., Portfolio Management, Small Business, Alternative Investments, Individual Health..., Life Settlements, Private Placements, Wealth, Financial Planners, Qualified Retirement..., Pensions, Wealth Accumulation, Financial Advisory, Succession Planning, Bonds, Wealth Preservation..., Asset Management, Business Planning, Employee Benefits, Fixed Income, Life Insurance, Disability Insurance, Finance, Investment Advisory, Structured Products, Strategic Financial..., Defined Benefit, Risk Management, Income Protection, Equities, Self-Directed IRA Fund..., Series 63, Roth IRA, Insurance Planning, Tax-Free Investments, Financial Services, Tax Planning, Cash Flow Maximization, Series 7, Series 65, Affordable Care Act
Education
University of North Carolina at Charlotte 1995 — 1998
BA, History
Fordham University 1990 — 1991
General Education
Garry VonMyhr's Waddell & Reed Experience 2010 - 2011
Job CEO/President of Genius Phone Repair
Industry Retail
Experience
Mobile Defenders January 2013 - Present
Genius Phone Repair January 2009 - Present
Waddell & Reed 2010 - 2011
Lake Michigan Credit Union 2009 - 2010
Skills
Retail, Customer Service, Sales, Merchandising, Social Media, Sales Management, Marketing Strategy, Marketing, Microsoft Office, Strategic Planning, Social Media Marketing, Team Building, Advertising, Coaching, Inventory Management, Management, Negotiation, Public Speaking, New Business Development, Microsoft Excel, Leadership, Team Leadership, Time Management, Customer Satisfaction, Social Networking, Small Business
Education
Grand Valley State University 2006 — 2010
Bachelor of Business Administration (B.B.A.), Finance, General
Mobile Defenders January 2013 - Present
Genius Phone Repair January 2009 - Present
Waddell & Reed 2010 - 2011
Lake Michigan Credit Union 2009 - 2010
Skills
Retail, Customer Service, Sales, Merchandising, Social Media, Sales Management, Marketing Strategy, Marketing, Microsoft Office, Strategic Planning, Social Media Marketing, Team Building, Advertising, Coaching, Inventory Management, Management, Negotiation, Public Speaking, New Business Development, Microsoft Excel, Leadership, Team Leadership, Time Management, Customer Satisfaction, Social Networking, Small Business
Education
Grand Valley State University 2006 — 2010
Bachelor of Business Administration (B.B.A.), Finance, General
Brandi Obermueller's Waddell & Reed Experience May 2014 - February 2015
Job Financial Analyst at Payless ShoeSource
Industry Retail
Experience
Payless ShoeSource June 2015 - Present
Ameriprise Financial Services, Inc. February 2015 - May 2015
Fort Hays State University August 2013 - May 2015
Waddell & Reed May 2014 - February 2015
H&R Block October 2011 - April 2014
Fort Hays State University November 2010 - August 2013
Fort Hays State University August 2009 - May 2010
Thunder Bank May 2006 - August 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, Teamwork, Time Management, Financial Analysis, Quantitative Research
Education
Fort Hays State University 2013 — 2015
Master of Business Administration (MBA), Business/Commerce, General, 4.0
Fort Hays State University 2009 — 2013
Bachelor of Business Administration (BBA), Finance, General, 3.81
Payless ShoeSource June 2015 - Present
Ameriprise Financial Services, Inc. February 2015 - May 2015
Fort Hays State University August 2013 - May 2015
Waddell & Reed May 2014 - February 2015
H&R Block October 2011 - April 2014
Fort Hays State University November 2010 - August 2013
Fort Hays State University August 2009 - May 2010
Thunder Bank May 2006 - August 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, Teamwork, Time Management, Financial Analysis, Quantitative Research
Education
Fort Hays State University 2013 — 2015
Master of Business Administration (MBA), Business/Commerce, General, 4.0
Fort Hays State University 2009 — 2013
Bachelor of Business Administration (BBA), Finance, General, 3.81
Erika Howard's Waddell & Reed Experience July 2015 - Present
Job Administrative Assistant
Industry Financial Services
Experience
Waddell & Reed July 2015 - Present
Sidney A. Gottlieb O.D. P.C. January 2011 - August 2014
Beef O' Brady's June 2007 - August 2010
Skills
Sales, Time Management, Customer Service, Microsoft Word, Marketing, PowerPoint, Public Speaking, Servers, Sports Management, Microsoft Office, Customer Satisfaction, Athletics, Microsoft Excel, Optometry, Communication, Telecommunications, Telemarketing, Social Media, Presentations, Organization, Teamwork, Social Networking, Event Planning, Leadership, Management, Account Management, Insurance Claims, Professional..., Data Entry, Auditing, Front Office Operations, Scheduling, Document Management, Fundraising, Event Promotion, Basic Accounting
Education
Kennesaw State University 2011 — 2014
Bachelor of Science (B.S.), Sport Management, Graduated
Georgia Southern University 2009 — 2010
Undecided, Core Curriculum
Waddell & Reed July 2015 - Present
Sidney A. Gottlieb O.D. P.C. January 2011 - August 2014
Beef O' Brady's June 2007 - August 2010
Skills
Sales, Time Management, Customer Service, Microsoft Word, Marketing, PowerPoint, Public Speaking, Servers, Sports Management, Microsoft Office, Customer Satisfaction, Athletics, Microsoft Excel, Optometry, Communication, Telecommunications, Telemarketing, Social Media, Presentations, Organization, Teamwork, Social Networking, Event Planning, Leadership, Management, Account Management, Insurance Claims, Professional..., Data Entry, Auditing, Front Office Operations, Scheduling, Document Management, Fundraising, Event Promotion, Basic Accounting
Education
Kennesaw State University 2011 — 2014
Bachelor of Science (B.S.), Sport Management, Graduated
Georgia Southern University 2009 — 2010
Undecided, Core Curriculum
Jay Dunshie MBA Jay Dunshie MBA's Waddell & Reed Experience August 2003 - November 2005
Job General Agent Agency at Kansas City Life Insurance Company
Industry Financial Services
Experience
Kansas City Life Insurance Company April 2015 - Present
Dunshie Wealth Management Group May 2005 - Present
Allianz May 2005 - Present
Waddell & Reed August 2003 - November 2005
Key Achievements November 1991 - March 2002
BANKERS LIFE & CASUALTY January 1991 - January 2002
Skills
Money Management, Insurance, Financial Planning, Budgeting, Estate Planning, Marketing Management, Wealth Management, Promotions, Strategic Partnerships, Executive Management, Investments, Management Consulting, Marketing Strategy, Strategic Planning, Customer Relations, Product Development, Retirement, Portfolio Management, Wealth, Financial Advisory, Securities, Compliance, Asset Management, Risk, Analytics, 401k, Construction Management, Budgets, Strategic Financial..., Management, Business Planning, Leadership, CRM, Business Development, Financial Services, Program Management, Sales Operations, Team Building, Sales, Sales Management, Strategy, Marketing, Finance, Risk Management, Project Management, Employee Benefits
Education
Grand Canyon University 2011 — 2013
Master of Business Administration (M.B.A.), Business Administration and Management, General, 3.7
Grand Canyon University 2011 — 2013
Master of Business Administration (M.B.A.), Business Administration and Management, General, 3.7
Grand Canyon University 2008 — 2011
Bachelor of Science, Applied Management, Business
University of Alaska Fairbanks 1990 — 1991
Psychology
West Valley High School 1983 — 1987
West Valley High School 1983 — 1987
General Studies
West Valley High School
Kansas City Life Insurance Company April 2015 - Present
Dunshie Wealth Management Group May 2005 - Present
Allianz May 2005 - Present
Waddell & Reed August 2003 - November 2005
Key Achievements November 1991 - March 2002
BANKERS LIFE & CASUALTY January 1991 - January 2002
Skills
Money Management, Insurance, Financial Planning, Budgeting, Estate Planning, Marketing Management, Wealth Management, Promotions, Strategic Partnerships, Executive Management, Investments, Management Consulting, Marketing Strategy, Strategic Planning, Customer Relations, Product Development, Retirement, Portfolio Management, Wealth, Financial Advisory, Securities, Compliance, Asset Management, Risk, Analytics, 401k, Construction Management, Budgets, Strategic Financial..., Management, Business Planning, Leadership, CRM, Business Development, Financial Services, Program Management, Sales Operations, Team Building, Sales, Sales Management, Strategy, Marketing, Finance, Risk Management, Project Management, Employee Benefits
Education
Grand Canyon University 2011 — 2013
Master of Business Administration (M.B.A.), Business Administration and Management, General, 3.7
Grand Canyon University 2011 — 2013
Master of Business Administration (M.B.A.), Business Administration and Management, General, 3.7
Grand Canyon University 2008 — 2011
Bachelor of Science, Applied Management, Business
University of Alaska Fairbanks 1990 — 1991
Psychology
West Valley High School 1983 — 1987
West Valley High School 1983 — 1987
General Studies
West Valley High School
Ashley Klein's Waddell & Reed Experience January 2012 - August 2012
Job Florida Bar Member
Industry Law Practice
Experience
U.S. Securities and Exchange Commission September 2014 - November 2014
A Abel Advocates March 2014 - July 2014
Florida International University Small Business Clinic January 2014 - April 2014
11th Judicial Circuit Court August 2013 - December 2013
Law Offices of Lisa L. Daniels June 2013 - August 2013
Waddell & Reed January 2012 - August 2012
Education
Florida International University - College of Law 2012 — 2015
Doctor of Law (J.D.), Law
Florida State University - College of Business 2009 — 2012
BS, Finance, Minor in Hospitality
U.S. Securities and Exchange Commission September 2014 - November 2014
A Abel Advocates March 2014 - July 2014
Florida International University Small Business Clinic January 2014 - April 2014
11th Judicial Circuit Court August 2013 - December 2013
Law Offices of Lisa L. Daniels June 2013 - August 2013
Waddell & Reed January 2012 - August 2012
Education
Florida International University - College of Law 2012 — 2015
Doctor of Law (J.D.), Law
Florida State University - College of Business 2009 — 2012
BS, Finance, Minor in Hospitality
Trevor VanderHart's Waddell & Reed Experience May 2012 - June 2013
Job Loquidity
Industry Investment Management
Experience
Plante Moran Financial Advisors June 2013 - March 2014
Waddell & Reed May 2012 - June 2013
Edward Jones August 2011 - July 2012
Holland Board of Public Works May 2011 - October 2011
Watermark Country Club May 2009 - August 2010
Broadmoor Motors June 2006 - June 2008
Education
Hope College 2008 — 2012
Bachelor's, Management and Economics
Plante Moran Financial Advisors June 2013 - March 2014
Waddell & Reed May 2012 - June 2013
Edward Jones August 2011 - July 2012
Holland Board of Public Works May 2011 - October 2011
Watermark Country Club May 2009 - August 2010
Broadmoor Motors June 2006 - June 2008
Education
Hope College 2008 — 2012
Bachelor's, Management and Economics
Seth Ruhter Seth Ruhter's Waddell & Reed Experience 1999 - 2001
Job Market and Liquidity Risk at Federal Reserve Board
Industry Banking
Experience
Federal Reserve Board January 2014 - Present
Federal Reserve Bank of San Francisco January 2011 - January 2014
Federal Reserve Bank of Chicago 2008 - February 2011
Idaho Department of Finance October 2004 - June 2008
Miami University 2003 - 2004
Waddell & Reed 1999 - 2001
US NAVY November 1995 - July 1999
Skills
Financial Analysis, Risk Management, Econometrics, Portfolio Management, Quantitative Analytics, Economics, Valuation, Banking, Financial Modeling, Credit Risk, Liquidity Risk, Financial Risk, Capital Markets, ALM, Interest Rate Risk..., Strategic Financial..., Analysis, Commercial Banking, Equities, Treasury Management, Finance, Fixed Income, Investments, Derivatives, Credit, Securitization, Credit Analysis, Financial Institutions, Bloomberg
Education
Miami University 2004 — 2006
MA, Economics
Idaho State University 2001 — 2003
BBA, Finance and Economics
CFA Institute
Chartered Financial Analyst (CFA)
Federal Reserve Board January 2014 - Present
Federal Reserve Bank of San Francisco January 2011 - January 2014
Federal Reserve Bank of Chicago 2008 - February 2011
Idaho Department of Finance October 2004 - June 2008
Miami University 2003 - 2004
Waddell & Reed 1999 - 2001
US NAVY November 1995 - July 1999
Skills
Financial Analysis, Risk Management, Econometrics, Portfolio Management, Quantitative Analytics, Economics, Valuation, Banking, Financial Modeling, Credit Risk, Liquidity Risk, Financial Risk, Capital Markets, ALM, Interest Rate Risk..., Strategic Financial..., Analysis, Commercial Banking, Equities, Treasury Management, Finance, Fixed Income, Investments, Derivatives, Credit, Securitization, Credit Analysis, Financial Institutions, Bloomberg
Education
Miami University 2004 — 2006
MA, Economics
Idaho State University 2001 — 2003
BBA, Finance and Economics
CFA Institute
Chartered Financial Analyst (CFA)
Gregory Latini, CFP® Gregory Latini, CFP®'s Waddell & Reed Experience March 2011 - May 2013
Job Financial Services Representative at Charlotte Metro Credit Union
Industry Investment Management
Experience
Charlotte Metro Credit Union June 2013 - Present
Waddell & Reed March 2011 - May 2013
National Financial Services Group January 2008 - March 2011
Morgan Stanley Dean Witter February 2000 - May 2001
Skills
Life Insurance, Disability Insurance, Pensions, Wealth Management, Retirement, Long-term Care, Mutual Funds, Series 7, Securities, Mortgage Lending, Wealth, Asset Management, Financial Analysis, Portfolio Management, Banking, Term Life Insurance, Microsoft Office, Retirement Planning, Strategic Financial..., Investments, Insurance, Financial Advisory, Wealth Accumulation, Financial Services, Long Term Care Insurance, Fixed Annuities, 401k, Financial Planners, Estate Planning, Series 63, IRAs, Financial Goals, Investment Advisory, Asset Allocation, Risk Management, Investment Strategies, 401k Rollovers, Uniform Combined State..., Alternative Investments, College Savings Plans, Wealth Management..., Variable Annuities, Roth IRA, Bonds, Investment Management, Savings, ETFs, Personal Financial..., High Net Worth..., Financial Modeling
Education
Queens University of Charlotte 2011 — 2013
CFP, Financial Planning
Hofstra University 1997 — 1999
BBA, Banking and Finance
Nassau Community College 1995 — 1997
Assoicates Degree, Liberal Arts
Charlotte Metro Credit Union June 2013 - Present
Waddell & Reed March 2011 - May 2013
National Financial Services Group January 2008 - March 2011
Morgan Stanley Dean Witter February 2000 - May 2001
Skills
Life Insurance, Disability Insurance, Pensions, Wealth Management, Retirement, Long-term Care, Mutual Funds, Series 7, Securities, Mortgage Lending, Wealth, Asset Management, Financial Analysis, Portfolio Management, Banking, Term Life Insurance, Microsoft Office, Retirement Planning, Strategic Financial..., Investments, Insurance, Financial Advisory, Wealth Accumulation, Financial Services, Long Term Care Insurance, Fixed Annuities, 401k, Financial Planners, Estate Planning, Series 63, IRAs, Financial Goals, Investment Advisory, Asset Allocation, Risk Management, Investment Strategies, 401k Rollovers, Uniform Combined State..., Alternative Investments, College Savings Plans, Wealth Management..., Variable Annuities, Roth IRA, Bonds, Investment Management, Savings, ETFs, Personal Financial..., High Net Worth..., Financial Modeling
Education
Queens University of Charlotte 2011 — 2013
CFP, Financial Planning
Hofstra University 1997 — 1999
BBA, Banking and Finance
Nassau Community College 1995 — 1997
Assoicates Degree, Liberal Arts
Casper J. Meijer Casper J. Meijer's Waddell & Reed Experience 2002 - 2004
Job CJM Financial
Industry Financial Services
Experience
CJM Financial 2008 - Present
NAIFA 2015 - 2015
NAIFA 2015 - 2015
MacMillan Financial 2006 - 2008
New England Financial 2004 - 2005
Waddell & Reed 2002 - 2004
Prudential Securities 2001 - 2002
Prudential Financial Planning Services 2000 - 2001
American Express Financial Advisors 1995 - 2000
Classic Travel Consultants 1992 - 1995
Skills
Retirement Planning, Investments, Estate Planning, Financial Planning, Retirement Income..., Insurance Planning, Annuities, Long Term Care, Wealth Transfer, Wealth Preservation, Medicare Supplement/..., Charitable Giving..., Wealth Accumulation, Event Planning, Sales, Securities, Sales Management, Customer Service, Income Protection, Team Building
Education
Hofstra University 1971 — 1974
BA, Business
State University of New York at Farmingdale 1969 — 1971
Associate's Degree, Business
CJM Financial 2008 - Present
NAIFA 2015 - 2015
NAIFA 2015 - 2015
MacMillan Financial 2006 - 2008
New England Financial 2004 - 2005
Waddell & Reed 2002 - 2004
Prudential Securities 2001 - 2002
Prudential Financial Planning Services 2000 - 2001
American Express Financial Advisors 1995 - 2000
Classic Travel Consultants 1992 - 1995
Skills
Retirement Planning, Investments, Estate Planning, Financial Planning, Retirement Income..., Insurance Planning, Annuities, Long Term Care, Wealth Transfer, Wealth Preservation, Medicare Supplement/..., Charitable Giving..., Wealth Accumulation, Event Planning, Sales, Securities, Sales Management, Customer Service, Income Protection, Team Building
Education
Hofstra University 1971 — 1974
BA, Business
State University of New York at Farmingdale 1969 — 1971
Associate's Degree, Business
Robert Everts Robert Everts's Waddell & Reed Experience January 2007 - January 2008
Job Account Executive at Impact Analytical
Industry Chemicals
Experience
Impact Analytical February 2008 - Present
Waddell & Reed January 2007 - January 2008
Raymond James Financial December 1998 - February 2006
Dow Chemical December 1995 - June 1998
Skills
HPLC, FDA, GLP, Product Development, GMP, R&D, Manufacturing, Chemistry, Pharmaceutical Industry, Laboratory, Quality Control, B2B, Analytical Chemistry, Validation, Gas Chromatography, Characterization, Plastics, Sales, Polymers
Education
Ferris State University 1989 — 1995
Bachelor of Science, Industrial and Environmental Health Management
Ferris State University 1989 — 1991
Associates of Applied Science, Plastics Engineering
Juniata Christian
Juniata Christian
Impact Analytical February 2008 - Present
Waddell & Reed January 2007 - January 2008
Raymond James Financial December 1998 - February 2006
Dow Chemical December 1995 - June 1998
Skills
HPLC, FDA, GLP, Product Development, GMP, R&D, Manufacturing, Chemistry, Pharmaceutical Industry, Laboratory, Quality Control, B2B, Analytical Chemistry, Validation, Gas Chromatography, Characterization, Plastics, Sales, Polymers
Education
Ferris State University 1989 — 1995
Bachelor of Science, Industrial and Environmental Health Management
Ferris State University 1989 — 1991
Associates of Applied Science, Plastics Engineering
Juniata Christian
Juniata Christian
Brooke Shidler-Lattz Brooke Shidler-Lattz's Waddell & Reed Experience July 2011 - December 2011
Job Underwriter
Industry Insurance
Experience
FM Global March 2014 - Present
Rutgers Business School January 2012 - December 2013
Options Group February 2012 - August 2013
Waddell & Reed July 2011 - December 2011
Waddell & Reed Financial Services May 2010 - July 2011
The Mayfield Group August 2010 - April 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Public Speaking, Customer Service, Research, Marketing, Leadership, Financial Analysis, Facebook, Analysis, Organization, Finance
Education
Rutgers, The State University of New Jersey-Newark 2012 — 2013
Masters in Business Administration, Finance
Florida State University 2008 — 2011
Bachelor of Science, Finance
FM Global March 2014 - Present
Rutgers Business School January 2012 - December 2013
Options Group February 2012 - August 2013
Waddell & Reed July 2011 - December 2011
Waddell & Reed Financial Services May 2010 - July 2011
The Mayfield Group August 2010 - April 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Public Speaking, Customer Service, Research, Marketing, Leadership, Financial Analysis, Facebook, Analysis, Organization, Finance
Education
Rutgers, The State University of New Jersey-Newark 2012 — 2013
Masters in Business Administration, Finance
Florida State University 2008 — 2011
Bachelor of Science, Finance
G. Brian Schumaker's Waddell & Reed Experience 1989 - 1990
Job Credit Manager
Industry Building Materials
Experience
Universal Forest Products Inc June 1990 - Present
Waddell & Reed 1989 - 1990
Education
Grand Valley State University
Master of Business Administration (MBA), Business, Finance
Universal Forest Products Inc June 1990 - Present
Waddell & Reed 1989 - 1990
Education
Grand Valley State University
Master of Business Administration (MBA), Business, Finance
Jack Volk Jack Volk's Waddell & Reed Experience July 2014 - Present
Job Financial Advisor at Waddell & Reed
Industry Financial Services
Experience
Waddell & Reed July 2014 - Present
Skills
Financial Services, Investment Advisory, Personal Financial..., Investment Management, Microsoft Office, Spanish, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, English, Windows, Time Management
Education
Franklin & Marshall College 2010 — 2014
Bachelor of Arts (B.A.), Economics and Spanish
Gilman School 1997 — 2010
Waddell & Reed July 2014 - Present
Skills
Financial Services, Investment Advisory, Personal Financial..., Investment Management, Microsoft Office, Spanish, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, English, Windows, Time Management
Education
Franklin & Marshall College 2010 — 2014
Bachelor of Arts (B.A.), Economics and Spanish
Gilman School 1997 — 2010
Le'Yante Williams's Waddell & Reed Experience January 2012 - April 2012
Job Personal Market Claims College Rotation Program at Liberty Mutual Insurance
Industry Financial Services
Experience
Liberty Mutual Insurance June 2012 - Present
Waddell & Reed January 2012 - April 2012
University Housing August 2009 - April 2012
State Farm - Ken Magaro's Agency June 2011 - August 2011
Skills
PowerPoint, Word, Microsoft Excel, Microsoft Office, Outlook, Customer Service
Education
Florida State University 2008 — 2012
Bachelor of Science (B.S.), Finance, Risk Management, Real Estate
Liberty Mutual Insurance June 2012 - Present
Waddell & Reed January 2012 - April 2012
University Housing August 2009 - April 2012
State Farm - Ken Magaro's Agency June 2011 - August 2011
Skills
PowerPoint, Word, Microsoft Excel, Microsoft Office, Outlook, Customer Service
Education
Florida State University 2008 — 2012
Bachelor of Science (B.S.), Finance, Risk Management, Real Estate
Phillip Fournier Phillip Fournier's Waddell & Reed Experience May 2011 - Present
Job Senior Vice President
Industry Financial Services
Experience
Waddell & Reed May 2011 - Present
Spire Investment Partners February 1997 - July 2011
Spire Investment Partners 2009 - 2010
Spire Investment Partners 1997 - 2009
Lockwood Financial 1997 - 2002
Education
George Mason University 1993 — 1995
BS, Business
Waddell & Reed May 2011 - Present
Spire Investment Partners February 1997 - July 2011
Spire Investment Partners 2009 - 2010
Spire Investment Partners 1997 - 2009
Lockwood Financial 1997 - 2002
Education
George Mason University 1993 — 1995
BS, Business
Jaime Brown Jaime Brown's Waddell & Reed Experience 2001 - 2004
Job Instructor of Economics at Penn State University
Industry Higher Education
Experience
Penn State University July 2010 - Present
Kansas State University February 2009 - May 2009
Kansas State University August 2006 - May 2008
University of Nebraska-Lincoln 2005 - 2005
Waddell & Reed 2001 - 2004
Skills
Labor Economics, Statistics, Economics, Teaching, Economic Research, Analysis, Econometrics, Higher Education, Macroeconomics, Microeconomics, Policy Analysis, Research, SPSS, Stata, Microsoft Office, University Teaching
Education
Kansas State University 2006 — 2008
M.A., Economics
Hastings College 2002 — 2006
B.A., Economics, English
Penn State University July 2010 - Present
Kansas State University February 2009 - May 2009
Kansas State University August 2006 - May 2008
University of Nebraska-Lincoln 2005 - 2005
Waddell & Reed 2001 - 2004
Skills
Labor Economics, Statistics, Economics, Teaching, Economic Research, Analysis, Econometrics, Higher Education, Macroeconomics, Microeconomics, Policy Analysis, Research, SPSS, Stata, Microsoft Office, University Teaching
Education
Kansas State University 2006 — 2008
M.A., Economics
Hastings College 2002 — 2006
B.A., Economics, English
Dave Troyke's Waddell & Reed Experience January 2009 - December 2009
Job A Participant
Industry Individual & Family Services
Experience
Troyke Family Partnership January 2014 - Present
Troyke LLC January 2010 - December 2013
Waddell & Reed January 2009 - December 2009
Waddell & Reed March 2001 - January 2009
Skills
Budgets, Business Planning, Coaching, Financial Analysis, Estate Planning, Fundraising, Investments, Leadership, Marketing, Nonprofits, Public Speaking, Sales, Small Business, Strategic Financial..., Strategic Planning, Team Building, Wealth Management, Insurance
Education
Illinois State University 1968 — 1973
BS & MS, Communication
Troyke Family Partnership January 2014 - Present
Troyke LLC January 2010 - December 2013
Waddell & Reed January 2009 - December 2009
Waddell & Reed March 2001 - January 2009
Skills
Budgets, Business Planning, Coaching, Financial Analysis, Estate Planning, Fundraising, Investments, Leadership, Marketing, Nonprofits, Public Speaking, Sales, Small Business, Strategic Financial..., Strategic Planning, Team Building, Wealth Management, Insurance
Education
Illinois State University 1968 — 1973
BS & MS, Communication
Christian Phillips Christian Phillips's Waddell & Reed Experience January 1988 - July 2003
Job Registered Principal at LPL Financial
Industry Financial Services
Experience
LPL Financial July 2003 - Present
Waddell & Reed January 1988 - July 2003
Skills
Retirement Transitioning, Income Planning, Wealth Management, Strategic Financial..., Retirement Planning, Series 7, Series 6, Series 22, Series 24, Series 63, Series 65, Estate Planning, Financial Risk..., Investment Advice, Asset Protection, Disability Insurance, Retirement, Life Insurance, Long Term Care Insurance, Long Term Care..., Equity Indexed Annuities, Indexed Annuities, Fixed Annuities, Variable Annuities, REIT, College Education..., 401k, Mutual Funds, Asset Allocation, Securities, Alternative Investments, Insurance, Finance, Investments, Investment Advisory, FINRA, Financial Services
Education
Harvard University 1982 — 1983
Masters, Public Administration
Texas A&M University
Masters, Science, Economics
Tarleton State University 1964 — 1968
B.S., Science, Math, Chemistry
LPL Financial July 2003 - Present
Waddell & Reed January 1988 - July 2003
Skills
Retirement Transitioning, Income Planning, Wealth Management, Strategic Financial..., Retirement Planning, Series 7, Series 6, Series 22, Series 24, Series 63, Series 65, Estate Planning, Financial Risk..., Investment Advice, Asset Protection, Disability Insurance, Retirement, Life Insurance, Long Term Care Insurance, Long Term Care..., Equity Indexed Annuities, Indexed Annuities, Fixed Annuities, Variable Annuities, REIT, College Education..., 401k, Mutual Funds, Asset Allocation, Securities, Alternative Investments, Insurance, Finance, Investments, Investment Advisory, FINRA, Financial Services
Education
Harvard University 1982 — 1983
Masters, Public Administration
Texas A&M University
Masters, Science, Economics
Tarleton State University 1964 — 1968
B.S., Science, Math, Chemistry
Daniel DeGeer's Waddell & Reed Experience December 2008 - January 2012
Job USSDA Technical Director at SMC Star
Industry Sports
Experience
SMC Star August 2015 - Present
SMC Star 2014 - Present
Gamer Futsal School January 2013 - August 2015
Burlingame Soccer Club January 2012 - June 2015
San Francisco State University July 2013 - May 2015
University of San Francisco January 2012 - August 2012
Westside Metros Soccer Club December 2008 - January 2012
Waddell & Reed December 2008 - January 2012
US Soccer Federation 2008 - 2008
Skills
Coaching, Account Management, Soccer, Training, Management, Sales, Sales Process, Athletics, Sports, Sports Marketing, Sports Management, Social Media, Marketing, Social Networking, Event Planning, Event Management, Public Speaking, Futsal, Curriculum Development, Strength & Conditioning, Leadership
Education
Fresno Pacific University 2014 — 2015
Master’s Degree, Kinesiology
University of San Francisco 2003 — 2007
Bachelor’s Degree, Business Marketing
SMC Star August 2015 - Present
SMC Star 2014 - Present
Gamer Futsal School January 2013 - August 2015
Burlingame Soccer Club January 2012 - June 2015
San Francisco State University July 2013 - May 2015
University of San Francisco January 2012 - August 2012
Westside Metros Soccer Club December 2008 - January 2012
Waddell & Reed December 2008 - January 2012
US Soccer Federation 2008 - 2008
Skills
Coaching, Account Management, Soccer, Training, Management, Sales, Sales Process, Athletics, Sports, Sports Marketing, Sports Management, Social Media, Marketing, Social Networking, Event Planning, Event Management, Public Speaking, Futsal, Curriculum Development, Strength & Conditioning, Leadership
Education
Fresno Pacific University 2014 — 2015
Master’s Degree, Kinesiology
University of San Francisco 2003 — 2007
Bachelor’s Degree, Business Marketing
Franklin Tallah's Waddell & Reed Experience February 2002 - October 2007
Job Executive Consultant @ Verizon Enterprise Solutions
Industry Computer & Network Security
Experience
Verizon Enterprise Solutions February 2015 - Present
Verizon Enterprise Solutions June 2014 - February 2015
Verizon Business November 2011 - June 2014
Link Technologies April 2008 - November 2011
MGM Resorts Int'l 2008 - November 2011
Waddell & Reed February 2002 - October 2007
Skills
PCI DSS Assessments, Information Security..., Payment Industry, Risk Assessment, Information Security..., CISSP, Information Security, Security, Network Security, Disaster Recovery, Vulnerability Assessment, Penetration Testing, IT Audit, Business Continuity, Computer Security, Security Architecture..., ITIL, Application Security, Impact Assessment, Vulnerability Management, Security Audits, Data Security, PCI DSS, Governance, IT Management, Data Center, Privacy Law, Firewalls, ISO 27001, Security Policy, CISM, Identity Management, Information Technology, Network Architecture, IDS, Encryption, Enterprise Architecture, Security Awareness, CISA, Intrusion Detection, COBIT, Web Application Security, Computer Forensics
Education
University of Kansas 1999 — 2002
Gardner-Webb University 1997 — 1999
Verizon Enterprise Solutions February 2015 - Present
Verizon Enterprise Solutions June 2014 - February 2015
Verizon Business November 2011 - June 2014
Link Technologies April 2008 - November 2011
MGM Resorts Int'l 2008 - November 2011
Waddell & Reed February 2002 - October 2007
Skills
PCI DSS Assessments, Information Security..., Payment Industry, Risk Assessment, Information Security..., CISSP, Information Security, Security, Network Security, Disaster Recovery, Vulnerability Assessment, Penetration Testing, IT Audit, Business Continuity, Computer Security, Security Architecture..., ITIL, Application Security, Impact Assessment, Vulnerability Management, Security Audits, Data Security, PCI DSS, Governance, IT Management, Data Center, Privacy Law, Firewalls, ISO 27001, Security Policy, CISM, Identity Management, Information Technology, Network Architecture, IDS, Encryption, Enterprise Architecture, Security Awareness, CISA, Intrusion Detection, COBIT, Web Application Security, Computer Forensics
Education
University of Kansas 1999 — 2002
Gardner-Webb University 1997 — 1999
Susan Chmiel's Waddell & Reed Experience 1987 - 1988
Job Director Retail, Merchandizing, and Service & Repair Application Management
Industry Telecommunications
Experience
Sprint 2009 - Present
Sprint June 2008 - January 2009
Sprint/Nextel September 2005 - May 2008
Sprint September 2000 - September 2005
United Data Services (Sprint) December 1999 - September 2000
United Data Services (Sprint) October 1988 - December 1999
Waddell & Reed 1987 - 1988
Waddell & Reed 1985 - 1987
Skills
Telecommunications, Program Management, Vendor Management, Process Improvement, Integration, Requirements Analysis, PMP, Change Management, Business Analysis, Project Management, Cross-functional Team...
Education
Rockhurst University 1998 — 2000
EMBA, 4.0/4.0 scale
JCCC 2011 — 2011
Lean Six Sigma Green Belt Certification
Georgetown University 2007 — 2008
Sprint Director Leadership Series
Tarkio College 1982 — 1985
BA, Majors: Business Administration, Economics, and Computer Science, Summa Cum Laude
Sprint 2009 - Present
Sprint June 2008 - January 2009
Sprint/Nextel September 2005 - May 2008
Sprint September 2000 - September 2005
United Data Services (Sprint) December 1999 - September 2000
United Data Services (Sprint) October 1988 - December 1999
Waddell & Reed 1987 - 1988
Waddell & Reed 1985 - 1987
Skills
Telecommunications, Program Management, Vendor Management, Process Improvement, Integration, Requirements Analysis, PMP, Change Management, Business Analysis, Project Management, Cross-functional Team...
Education
Rockhurst University 1998 — 2000
EMBA, 4.0/4.0 scale
JCCC 2011 — 2011
Lean Six Sigma Green Belt Certification
Georgetown University 2007 — 2008
Sprint Director Leadership Series
Tarkio College 1982 — 1985
BA, Majors: Business Administration, Economics, and Computer Science, Summa Cum Laude
Foley, Ryan's Waddell & Reed Experience January 2002 - August 2002
Job Insurance Agent at Farmers Insurance
Industry Insurance
Experience
Farmers Insurance March 2011 - Present
Farmers Insurance November 2004 - March 2011
Farmers Insurance September 2003 - November 2004
Farmers Insurance September 2002 - September 2003
Waddell & Reed January 2002 - August 2002
Fortis Investors August 2000 - September 2001
Skills
Insurance, Fixed Annuities, Mutual Funds, IRAs, Property & Casualty..., Underwriting, Loans, Financial Services, Commercial Insurance, Cold Calling, Commercial Lines, Sales, Customer Service, Strategic Planning, Account Management, Process Improvement, Salesforce.com, Team Building, Sales Management, Marketing, Customer Retention, Homeowners, Casualty, Health Insurance, Series 63, Umbrella Insurance, General Insurance, Term Life Insurance, Management, Life Insurance, Claim, Sales Presentations, Sales Process, Training
Education
Illinois State University 1996 — 2000
Business, Finance
Harper College 1997 — 2001
na, na
Farmers Insurance March 2011 - Present
Farmers Insurance November 2004 - March 2011
Farmers Insurance September 2003 - November 2004
Farmers Insurance September 2002 - September 2003
Waddell & Reed January 2002 - August 2002
Fortis Investors August 2000 - September 2001
Skills
Insurance, Fixed Annuities, Mutual Funds, IRAs, Property & Casualty..., Underwriting, Loans, Financial Services, Commercial Insurance, Cold Calling, Commercial Lines, Sales, Customer Service, Strategic Planning, Account Management, Process Improvement, Salesforce.com, Team Building, Sales Management, Marketing, Customer Retention, Homeowners, Casualty, Health Insurance, Series 63, Umbrella Insurance, General Insurance, Term Life Insurance, Management, Life Insurance, Claim, Sales Presentations, Sales Process, Training
Education
Illinois State University 1996 — 2000
Business, Finance
Harper College 1997 — 2001
na, na
Belinda Robinson's Waddell & Reed Experience August 2003 - October 2009
Job Client Services Specialist at The Keystone Financial Group
Industry Investment Management
Experience
The Keystone Financial Group January 2013 - Present
Compass Financial Group/Wealth Management January 2012 - Present
Planned Giving Council of Northeast Forida 2012 - Present
Collins Capital Managment, Inc./Invest Financial April 2009 - January 2012
Waddell & Reed August 2003 - October 2009
Skills
Investments, Estate Planning, Budgets, Investment Strategies, Strategic Financial..., Retirement, Retirement Planning, Long-term Care, Disability Insurance, Customer Service, Small Business
Education
Florida Community College at Jacksonville 2006 — 2010
College of Financial Planning 2005 — 2009
CRPS, Financial Planning
The Keystone Financial Group January 2013 - Present
Compass Financial Group/Wealth Management January 2012 - Present
Planned Giving Council of Northeast Forida 2012 - Present
Collins Capital Managment, Inc./Invest Financial April 2009 - January 2012
Waddell & Reed August 2003 - October 2009
Skills
Investments, Estate Planning, Budgets, Investment Strategies, Strategic Financial..., Retirement, Retirement Planning, Long-term Care, Disability Insurance, Customer Service, Small Business
Education
Florida Community College at Jacksonville 2006 — 2010
College of Financial Planning 2005 — 2009
CRPS, Financial Planning
Sola Adenekan's Waddell & Reed Experience June 2003 - August 2005
Job Founder and Chief Visionary Officer, Dhyana Eco Essentials, Inc.
Industry Hospitality
Experience
The Adenekan Management Group 2011 - Present
Dhyana Eco Essentials 2010 - Present
Smarties Tutoring Services 2010 - 2010
Citizens Acting Now! 2008 - 2010
Arborbiofuels LLC July 2008 - December 2008
Arborbiofuels LLC 2007 - 2008
Waddell & Reed June 2003 - August 2005
Principal Financial Group January 2002 - July 2003
Morgan Stanley August 2001 - November 2001
Initiative February 2000 - April 2001
Skills
Health, Public Speaking, Conferences, Fundraising, Market Research, New Business Development, Business Strategy, Business Planning, Management Consulting, Events, Entrepreneurship, Social Media, Nonprofits, Coaching, Training, Marketing Communications, Business Development, Event Planning, Sales, Budgets, Sustainability, Public Relations, Strategic Planning, Leadership, Small Business, Marketing, Selling, Social Networking, Social Media Marketing
Education
Harvard University 2012 — 2015
Master of Arts (M.A.), Sustainability Management
New York University 1997 — 2001
BA, Politics and Mathematics
The Adenekan Management Group 2011 - Present
Dhyana Eco Essentials 2010 - Present
Smarties Tutoring Services 2010 - 2010
Citizens Acting Now! 2008 - 2010
Arborbiofuels LLC July 2008 - December 2008
Arborbiofuels LLC 2007 - 2008
Waddell & Reed June 2003 - August 2005
Principal Financial Group January 2002 - July 2003
Morgan Stanley August 2001 - November 2001
Initiative February 2000 - April 2001
Skills
Health, Public Speaking, Conferences, Fundraising, Market Research, New Business Development, Business Strategy, Business Planning, Management Consulting, Events, Entrepreneurship, Social Media, Nonprofits, Coaching, Training, Marketing Communications, Business Development, Event Planning, Sales, Budgets, Sustainability, Public Relations, Strategic Planning, Leadership, Small Business, Marketing, Selling, Social Networking, Social Media Marketing
Education
Harvard University 2012 — 2015
Master of Arts (M.A.), Sustainability Management
New York University 1997 — 2001
BA, Politics and Mathematics
André Aflalo's Waddell & Reed Experience July 2015 - Present
Job
Industry Financial Services
Experience
Waddell & Reed July 2015 - Present
David Lerner Associates, Inc. August 2002 - June 2015
Peppers & Rogers Group August 2000 - January 2002
TMNG Global July 1998 - August 2000
Vertrue January 1997 - June 1998
Citizens Communications (formerly part of Citizens Utilities) January 1995 - December 1996
MCI Telecommunications March 1991 - December 1994
Telesphere Communications September 1989 - February 1991
MCI Telecommunications September 1986 - August 1989
General Health, Inc. August 1985 - February 1987
Skills
Investments, Management Consulting, Financial Analysis, Asset Managment, Risk Management, Portfolio Management, Strategic Financial..., Wealth Management, Equities, Alternative Investments, Financial Modeling, Series 7, Series 63, Marketing Strategy, Ethnic Marketing, Fixed Annuities, Variable Annuities, Annuity Sales, Telecommunications, Telecommunications..., CRM, Customer Profitability, Customer Lifecycle..., Bonds, IRAs, Municipal Bonds, Life Insurance, Strategy, Finance, Financial Services, Business Planning, Due Diligence, Mutual Funds, Business Strategy, Retirement Planning, Securities, Investment Strategies, Management, Asset Allocation, ETFs, Wealth Management..., Product Management, 401k Rollovers, Asset Management, Fixed Income, Investment Advisory, Investment Management, Marketing
Education
The George Washington University - School of Business 1985 — 1987
MBA
HEC Montréal 1979 — 1982
BA
Waddell & Reed July 2015 - Present
David Lerner Associates, Inc. August 2002 - June 2015
Peppers & Rogers Group August 2000 - January 2002
TMNG Global July 1998 - August 2000
Vertrue January 1997 - June 1998
Citizens Communications (formerly part of Citizens Utilities) January 1995 - December 1996
MCI Telecommunications March 1991 - December 1994
Telesphere Communications September 1989 - February 1991
MCI Telecommunications September 1986 - August 1989
General Health, Inc. August 1985 - February 1987
Skills
Investments, Management Consulting, Financial Analysis, Asset Managment, Risk Management, Portfolio Management, Strategic Financial..., Wealth Management, Equities, Alternative Investments, Financial Modeling, Series 7, Series 63, Marketing Strategy, Ethnic Marketing, Fixed Annuities, Variable Annuities, Annuity Sales, Telecommunications, Telecommunications..., CRM, Customer Profitability, Customer Lifecycle..., Bonds, IRAs, Municipal Bonds, Life Insurance, Strategy, Finance, Financial Services, Business Planning, Due Diligence, Mutual Funds, Business Strategy, Retirement Planning, Securities, Investment Strategies, Management, Asset Allocation, ETFs, Wealth Management..., Product Management, 401k Rollovers, Asset Management, Fixed Income, Investment Advisory, Investment Management, Marketing
Education
The George Washington University - School of Business 1985 — 1987
MBA
HEC Montréal 1979 — 1982
BA
Tracy Mackey's Waddell & Reed Experience January 2012 - April 2014
Job Principal and Founder at Mackey Business Law Group, LLC
Industry Law Practice
Experience
Mackey Business Law Group, LLC April 2015 - Present
Hooper Holmes, Inc. April 2014 - January 2015
Waddell & Reed January 2012 - April 2014
Embarq May 2006 - July 2009
Sprint Nextel Corporation 2004 - 2006
Blackwell Sanders December 1999 - February 2004
Bryan Cave 1995 - 1999
Skills
Legal Writing, Joint Ventures, Legal Research, Venture Capital, Risk Management, Strategic Planning, Negotiation, Private Equity, Telecommunications, M&A experience, Securities Offerings, Securities Regulation, Corporate Governance, Executive Compensation..., Securities, SEC filings, Sarbanes-Oxley Act, Dodd-Frank, Derivatives, Private Placements, Business Transactions, Litigation, Strategy, Finance, Mergers & Acquisitions, Corporate Law, Due Diligence, Contract Negotiation
Education
Georgetown University Law Center 1992 — 1995
JD, Law
Georgetown University 1988 — 1992
AB, Economics
Notre Dame de Sion
Mackey Business Law Group, LLC April 2015 - Present
Hooper Holmes, Inc. April 2014 - January 2015
Waddell & Reed January 2012 - April 2014
Embarq May 2006 - July 2009
Sprint Nextel Corporation 2004 - 2006
Blackwell Sanders December 1999 - February 2004
Bryan Cave 1995 - 1999
Skills
Legal Writing, Joint Ventures, Legal Research, Venture Capital, Risk Management, Strategic Planning, Negotiation, Private Equity, Telecommunications, M&A experience, Securities Offerings, Securities Regulation, Corporate Governance, Executive Compensation..., Securities, SEC filings, Sarbanes-Oxley Act, Dodd-Frank, Derivatives, Private Placements, Business Transactions, Litigation, Strategy, Finance, Mergers & Acquisitions, Corporate Law, Due Diligence, Contract Negotiation
Education
Georgetown University Law Center 1992 — 1995
JD, Law
Georgetown University 1988 — 1992
AB, Economics
Notre Dame de Sion
Brett Coughlin's Waddell & Reed Experience March 2014 - Present
Job Fixed Income Trader at Waddell & Reed
Industry Financial Services
Experience
Waddell & Reed March 2014 - Present
CNBS, LLC April 2007 - February 2014
Skills
Accounting, Asset Management, Banking, Bloomberg, Bonds, Derivatives, Electronic Trading, Equities, Equity Trading, FINRA, Financial Analysis, Financial Modeling, Financial Services, Insurance, Investment Advisory, Investment Management, Investments, Market Analysis, New Business Development, Risk Management, Securities, Series 63, Series 7, Strategic Planning, Trading Systems, Wealth Management, Alternative Investments, Business Development, Capital Markets, Equity Derivatives, Fixed Income, Hedge Funds, Investment Banking, Investment Strategies, Loans, Mutual Funds, Options, Portfolio Management, Start-ups, Trading, Equity Research, Financial Markets
Education
Hamilton College 1991 — 1995
Waddell & Reed March 2014 - Present
CNBS, LLC April 2007 - February 2014
Skills
Accounting, Asset Management, Banking, Bloomberg, Bonds, Derivatives, Electronic Trading, Equities, Equity Trading, FINRA, Financial Analysis, Financial Modeling, Financial Services, Insurance, Investment Advisory, Investment Management, Investments, Market Analysis, New Business Development, Risk Management, Securities, Series 63, Series 7, Strategic Planning, Trading Systems, Wealth Management, Alternative Investments, Business Development, Capital Markets, Equity Derivatives, Fixed Income, Hedge Funds, Investment Banking, Investment Strategies, Loans, Mutual Funds, Options, Portfolio Management, Start-ups, Trading, Equity Research, Financial Markets
Education
Hamilton College 1991 — 1995
Carrie Leonard's Waddell & Reed Experience January 2002 - March 2014
Job Investigative Analyst at BATS Global Markets, Inc.
Industry Financial Services
Experience
BATS Global Markets, Inc. March 2014 - Present
Waddell & Reed January 2002 - March 2014
Waddell & Reed January 2002 - September 2011
Waddell & Reed January 2002 - September 2005
Skills
Risk Management, Due Diligence, Microsoft Excel, FINRA, Series 7, Securities, Uniform Combined State..., Financial Analysis, Microsoft Office, Mutual Funds, Series 24, Customer Service, Budgets, PowerPoint, Microsoft Word
Education
Financial Industry Regulatory Authority (FINRA) 2011 — 2011
Series 53, Finance
Financial Industry Regulatory Authority (FINRA) 2011 — 2011
Series 66, Finance
Friends University 2008 — 2010
Bachelors, Business Management
Financial Industry Regulatory Authority (FINRA) 2004 — 2004
Series 24, Finance
University of Missouri-Kansas City 2002 — 2004
Associate's Degree
Financial Industry Regulatory Authority (FINRA) 2003 — 2003
Series 7, Finance
BATS Global Markets, Inc. March 2014 - Present
Waddell & Reed January 2002 - March 2014
Waddell & Reed January 2002 - September 2011
Waddell & Reed January 2002 - September 2005
Skills
Risk Management, Due Diligence, Microsoft Excel, FINRA, Series 7, Securities, Uniform Combined State..., Financial Analysis, Microsoft Office, Mutual Funds, Series 24, Customer Service, Budgets, PowerPoint, Microsoft Word
Education
Financial Industry Regulatory Authority (FINRA) 2011 — 2011
Series 53, Finance
Financial Industry Regulatory Authority (FINRA) 2011 — 2011
Series 66, Finance
Friends University 2008 — 2010
Bachelors, Business Management
Financial Industry Regulatory Authority (FINRA) 2004 — 2004
Series 24, Finance
University of Missouri-Kansas City 2002 — 2004
Associate's Degree
Financial Industry Regulatory Authority (FINRA) 2003 — 2003
Series 7, Finance
Bruce Bos's Waddell & Reed Experience December 2006 - June 2013
Job Consultant Financial Services
Industry Financial Services
Experience
Cambridge Investment Research June 2013 - Present
Waddell & Reed December 2006 - June 2013
Lighthouse Insurance Group September 2001 - April 2006
Metropolitan Title Company October 1988 - August 2001
Skills
Insurance, Strategic Planning, Small Business, Sales, Leadership, Customer Service, Team Building, Project Management, Account Management, Marketing, Sales Management, Real Estate, Event Planning, Financial Planning, Strategic Financial..., Microsoft Office, Public Speaking, Property & Casualty..., New Business Development, Social Media Marketing, Outlook, Microsoft Excel, Marketing Strategy, Process Improvement, Management, Investments, Finance, Retirement Planning, Financial Services, Wealth Management
Education
Hope College 1975 — 1979
B.A., Communications
North Muskegon H.S. 1971 — 1975
High School Diploma
Cambridge Investment Research June 2013 - Present
Waddell & Reed December 2006 - June 2013
Lighthouse Insurance Group September 2001 - April 2006
Metropolitan Title Company October 1988 - August 2001
Skills
Insurance, Strategic Planning, Small Business, Sales, Leadership, Customer Service, Team Building, Project Management, Account Management, Marketing, Sales Management, Real Estate, Event Planning, Financial Planning, Strategic Financial..., Microsoft Office, Public Speaking, Property & Casualty..., New Business Development, Social Media Marketing, Outlook, Microsoft Excel, Marketing Strategy, Process Improvement, Management, Investments, Finance, Retirement Planning, Financial Services, Wealth Management
Education
Hope College 1975 — 1979
B.A., Communications
North Muskegon H.S. 1971 — 1975
High School Diploma
Dan Maskil's Waddell & Reed Experience June 2009 - October 2009
Job Supervisor Financial Reporting and Analysis at Staples Promotional Products
Industry Marketing and Advertising
Experience
Staples Promotional Products October 2009 - Present
Waddell & Reed June 2009 - October 2009
American Century Investments August 2007 - November 2008
American Century August 2002 - August 2007
American Century Investments August 2000 - August 2002
Sprint April 1998 - August 2000
Skills
Access, Business Intelligence, Analysis, Process Improvement, Management, Project Management, Databases, Microsoft Excel, SQL, System Administration, Accounts Payable, PeopleSoft, Business Analysis, Microsoft Office, Team Management, Financial Reporting, PowerPoint, Microsoft Word, Finance, Team Building, Software Documentation, Crystal Reports, Financial Analysis, Cross-functional Team..., Visio
Education
Friends University 2001 — 2002
Computer Science
Kansas State University 1993 — 1996
BS, Accounting and Management
Staples Promotional Products October 2009 - Present
Waddell & Reed June 2009 - October 2009
American Century Investments August 2007 - November 2008
American Century August 2002 - August 2007
American Century Investments August 2000 - August 2002
Sprint April 1998 - August 2000
Skills
Access, Business Intelligence, Analysis, Process Improvement, Management, Project Management, Databases, Microsoft Excel, SQL, System Administration, Accounts Payable, PeopleSoft, Business Analysis, Microsoft Office, Team Management, Financial Reporting, PowerPoint, Microsoft Word, Finance, Team Building, Software Documentation, Crystal Reports, Financial Analysis, Cross-functional Team..., Visio
Education
Friends University 2001 — 2002
Computer Science
Kansas State University 1993 — 1996
BS, Accounting and Management
Nicholas Germak's Waddell & Reed Experience January 2009 - April 2009
Job Owner/ member at Senior Family Services, LLC
Industry Insurance
Experience
Senior Family Services, LLC February 2013 - Present
Piazza seventeen February 2011 - January 2013
Mass Mutual October 2009 - October 2011
Waddell & Reed January 2009 - April 2009
Aerotek September 2005 - November 2005
US Army August 2001 - August 2005
Education
University of Pittsburgh 2007 — 2009
BS, Finance
HACC, Central Pennsylvania's Community College 2006 — 2007
AA, Business Administration
Senior Family Services, LLC February 2013 - Present
Piazza seventeen February 2011 - January 2013
Mass Mutual October 2009 - October 2011
Waddell & Reed January 2009 - April 2009
Aerotek September 2005 - November 2005
US Army August 2001 - August 2005
Education
University of Pittsburgh 2007 — 2009
BS, Finance
HACC, Central Pennsylvania's Community College 2006 — 2007
AA, Business Administration
David Schapker's Waddell & Reed Experience January 2006 - May 2009
Job Attorney at Evans & Mullinix, P.A.
Industry Law Practice
Experience
Evans & Mullinix, P.A. September 2010 - Present
Evans & Mullinix, P.A. May 2009 - September 2010
Waddell & Reed January 2006 - May 2009
Circuit Court of Jackson County, Missouri May 2008 - July 2008
Ascent Media 2004 - 2005
Skills
Civil Litigation, Estate Planning, Appeals, Bankruptcy, Legal Research, Legal Writing, Litigation, Courts, Westlaw, Family Law, Trials, Administrative Law, Corporate Law, Hearings
Education
University of Kansas School of Law 2007 — 2010
Juris Doctor
The University of Kansas 2000 — 2004
BA, Spanish, Theatre & Film
Fundación Universidad de las Américas, Puebla, A.C. 2003 — 2003
Certificate, Spanish Immersion Program
Bishop Miege High School
Bishop Miege High School
Evans & Mullinix, P.A. September 2010 - Present
Evans & Mullinix, P.A. May 2009 - September 2010
Waddell & Reed January 2006 - May 2009
Circuit Court of Jackson County, Missouri May 2008 - July 2008
Ascent Media 2004 - 2005
Skills
Civil Litigation, Estate Planning, Appeals, Bankruptcy, Legal Research, Legal Writing, Litigation, Courts, Westlaw, Family Law, Trials, Administrative Law, Corporate Law, Hearings
Education
University of Kansas School of Law 2007 — 2010
Juris Doctor
The University of Kansas 2000 — 2004
BA, Spanish, Theatre & Film
Fundación Universidad de las Américas, Puebla, A.C. 2003 — 2003
Certificate, Spanish Immersion Program
Bishop Miege High School
Bishop Miege High School
Isaiah Crabb's Waddell & Reed Experience January 2010 - Present
Job Senior Graphic Designer at Waddell & Reed
Industry Graphic Design
Experience
Waddell & Reed January 2010 - Present
Waddell & Reed January 2008 - December 2009
Indicia 2006 - 2007
Spur Communications 2006 - 2006
Mauck Groves Branding and Design 2004 - 2005
Skills
Graphic Design, Typography, Logo Design, Layout, InDesign, Microsoft Office, Illustrator, Photoshop, Mutual Funds, Photography, Graphics, Adobe Acrobat, Art Direction, Invitations, Adobe Creative Suite, Mac, Branding & Identity
Education
Iowa State University 2001 — 2005
BFA, Graphic Design
Hawkeye Community College 1995 — 1998
Associates Degree, Professional Photography
Walnut Ridge Baptist Academy
Walnut Ridge Baptist Academy
Waddell & Reed January 2010 - Present
Waddell & Reed January 2008 - December 2009
Indicia 2006 - 2007
Spur Communications 2006 - 2006
Mauck Groves Branding and Design 2004 - 2005
Skills
Graphic Design, Typography, Logo Design, Layout, InDesign, Microsoft Office, Illustrator, Photoshop, Mutual Funds, Photography, Graphics, Adobe Acrobat, Art Direction, Invitations, Adobe Creative Suite, Mac, Branding & Identity
Education
Iowa State University 2001 — 2005
BFA, Graphic Design
Hawkeye Community College 1995 — 1998
Associates Degree, Professional Photography
Walnut Ridge Baptist Academy
Walnut Ridge Baptist Academy
Dan McGinn's Waddell & Reed Experience July 2009 - April 2010
Job Marketing Technology Manager at Aderant
Industry Information Technology and Services
Experience
Aderant January 2014 - Present
Aderant January 2012 - January 2014
ADERANT June 2009 - January 2012
Waddell & Reed July 2009 - April 2010
Skills
Salesforce.com, SaaS, Lead Generation, Professional Services, Account Management, Enterprise Software, CRM, Microsoft Office, Product Marketing, Sales, Marketing, Marketo, Marketing Automation, Marketing Reporting, Marketing Analytics, Online Marketing..., Analytics
Education
Florida State University 2005 — 2009
Bachelors in Finance, Finance, Accounting, Economics, Marketing, 3.7
Aderant January 2014 - Present
Aderant January 2012 - January 2014
ADERANT June 2009 - January 2012
Waddell & Reed July 2009 - April 2010
Skills
Salesforce.com, SaaS, Lead Generation, Professional Services, Account Management, Enterprise Software, CRM, Microsoft Office, Product Marketing, Sales, Marketing, Marketo, Marketing Automation, Marketing Reporting, Marketing Analytics, Online Marketing..., Analytics
Education
Florida State University 2005 — 2009
Bachelors in Finance, Finance, Accounting, Economics, Marketing, 3.7
Michelle Milliken, CFP®'s Waddell & Reed Experience March 2005 - December 2005
Job Supervisory Principal, Vice President at First Citizens Securities Corporation
Industry Financial Services
Experience
First Citizens Securities Corporation February 2013 - Present
First Citizens Securities Corporation October 2006 - January 2013
Family Service Center of SC 2006 - 2006
Waddell & Reed March 2005 - December 2005
Aon February 2002 - February 2005
AXA Advisors April 2000 - February 2002
Skills
Series 7, Series 24, Insurance, Strategic Financial..., Uniform Combined State..., Investments, Financial Services, 401k, Retirement Planning, Employee Benefits, Customer Service, Wealth Management, Retirement, Life Insurance, Disability Insurance
Education
The American College 2002 — 2005
Chartered Life Underwriter
Georgia State University - J. Mack Robinson College of Business 1997 — 2000
Master of Science, Personal Financial Planning
The University of Georgia 1991 — 1996
Bachelor or Arts, Economics
First Citizens Securities Corporation February 2013 - Present
First Citizens Securities Corporation October 2006 - January 2013
Family Service Center of SC 2006 - 2006
Waddell & Reed March 2005 - December 2005
Aon February 2002 - February 2005
AXA Advisors April 2000 - February 2002
Skills
Series 7, Series 24, Insurance, Strategic Financial..., Uniform Combined State..., Investments, Financial Services, 401k, Retirement Planning, Employee Benefits, Customer Service, Wealth Management, Retirement, Life Insurance, Disability Insurance
Education
The American College 2002 — 2005
Chartered Life Underwriter
Georgia State University - J. Mack Robinson College of Business 1997 — 2000
Master of Science, Personal Financial Planning
The University of Georgia 1991 — 1996
Bachelor or Arts, Economics
Brian C. McDaniel's Waddell & Reed Experience 2012 - 2012
Job United States Army (RC) Civilian
Industry Military
Experience
Waddell & Reed 2012 - 2012
United States Army Reserve 2001 - 2012
US Army 2010 - 2011
Waddell & Reed 2009 - 2010
US Army 2007 - 2008
Career Staff Inc 2004 - 2006
Alta Resources 2002 - 2003
Nissan North America 1995 - 2002
Borders Group Inc / Waldenbooks 1990 - 1995
Kar Kare Company 1990 - 1990
Skills
Operations Management, Leadership, Security Clearance, Military, Customer Service, Inventory Management, Process Improvement, Team Leadership, Team Building, Logistics, Army, Microsoft Office, Training, Strategic Planning, Logistics Management
Education
Orange Coast College 1994 — 2002
Associate of Arts (A.A.), Management
Golden West College 1990 — 2001
Associate of Arts (A.A.), Communication, General
Marina High School 1986 — 1990
Diploma, General
Cal Stae Fullerton
Waddell & Reed 2012 - 2012
United States Army Reserve 2001 - 2012
US Army 2010 - 2011
Waddell & Reed 2009 - 2010
US Army 2007 - 2008
Career Staff Inc 2004 - 2006
Alta Resources 2002 - 2003
Nissan North America 1995 - 2002
Borders Group Inc / Waldenbooks 1990 - 1995
Kar Kare Company 1990 - 1990
Skills
Operations Management, Leadership, Security Clearance, Military, Customer Service, Inventory Management, Process Improvement, Team Leadership, Team Building, Logistics, Army, Microsoft Office, Training, Strategic Planning, Logistics Management
Education
Orange Coast College 1994 — 2002
Associate of Arts (A.A.), Management
Golden West College 1990 — 2001
Associate of Arts (A.A.), Communication, General
Marina High School 1986 — 1990
Diploma, General
Cal Stae Fullerton
Kevin Pallaoro's Waddell & Reed Experience October 2007 - February 2008
Job Senior Brand Finance Manager at The WhiteWave Foods Company
Industry Consumer Goods
Experience
The WhiteWave Foods Company January 2015 - Present
The WhiteWave Foods Company June 2014 - January 2015
Tate & Lyle June 2013 - January 2014
Tate & Lyle April 2011 - June 2013
Meyer Natural Foods April 2010 - April 2011
Premium Protein Products July 2008 - October 2009
Waddell & Reed October 2007 - February 2008
Skills
Management, Budgets, Cash Flow Forecasting, Cost Benefit, Data Analysis, Microsoft Office, Customer Service, Performance Reporting, Financial Analysis, Financial Modeling, Forecasting, Portfolio Management, Valuation, Corporate Finance, Investments, Project Management, Risk Management, Strategic Planning, Business Strategy, Sales, ERP, Capital Budgeting, Finance, Mergers & Acquisitions, SAP
Education
Monfort College of Business 2004 — 2007
Bachelor of Science, Business Administration; Finance
Fachhochschule Furtwangen - Hochschule für Technik und Wirtschaft 2006 — 2006
The WhiteWave Foods Company January 2015 - Present
The WhiteWave Foods Company June 2014 - January 2015
Tate & Lyle June 2013 - January 2014
Tate & Lyle April 2011 - June 2013
Meyer Natural Foods April 2010 - April 2011
Premium Protein Products July 2008 - October 2009
Waddell & Reed October 2007 - February 2008
Skills
Management, Budgets, Cash Flow Forecasting, Cost Benefit, Data Analysis, Microsoft Office, Customer Service, Performance Reporting, Financial Analysis, Financial Modeling, Forecasting, Portfolio Management, Valuation, Corporate Finance, Investments, Project Management, Risk Management, Strategic Planning, Business Strategy, Sales, ERP, Capital Budgeting, Finance, Mergers & Acquisitions, SAP
Education
Monfort College of Business 2004 — 2007
Bachelor of Science, Business Administration; Finance
Fachhochschule Furtwangen - Hochschule für Technik und Wirtschaft 2006 — 2006
Terry Manson's Waddell & Reed Experience April 2001 - June 2004
Job
Industry
Experience
Waddell & Reed April 2001 - June 2004
Education
Grinnell College 1993 — 1997
B.A., Chemistry
Waddell & Reed April 2001 - June 2004
Education
Grinnell College 1993 — 1997
B.A., Chemistry
Sherri Chesney's Waddell & Reed Experience November 2003 - May 2004
Job
Industry
Experience
Kaw Valley Behavorial Healthcare August 2006 - April 2007
Youthville July 2004 - April 2007
Waddell & Reed November 2003 - May 2004
Education
Fort Hays State University
Kaw Valley Behavorial Healthcare August 2006 - April 2007
Youthville July 2004 - April 2007
Waddell & Reed November 2003 - May 2004
Education
Fort Hays State University
Troy White's Waddell & Reed Experience May 2007 - December 2009
Job Contract Collateral Operations Specialist at Federal Home Loan Bank of San Francisco
Industry Financial Services
Experience
Federal Home Loan Bank of San Francisco 2013 - Present
All Western Mortgage March 2013 - June 2014
Waddell & Reed May 2007 - December 2009
Federal Home Loan Bank of San Francisco May 2003 - January 2008
Whitney Bank October 2002 - May 2003
Federal Home Loan Bank of San Francisco September 2000 - August 2002
Scottrade March 2000 - September 2000
Northern Regional Library Facility 1992 - 1999
Skills
HTML, Customer Service, Microsoft Word, PowerPoint, Microsoft Excel, Microsoft Office, Financial Analysis, Banking, Investments, Real Estate Economics, Commercial Banking, Commercial Real Estate..., Mortgage Banking, Mortgage Servicing, Audio Engineering, Financial Audits, Audio Editing, Finance, Portfolio Management, Credit, Financial Services, Loans, Risk Management
Education
Saint Mary's College of California 2013 — 2015
Master of Science (M.S.), Financial Analysis & Investment Management
University of California, Berkeley 2004 — 2006
Professional Certificate, Personal Financial Planning
Holy Names University
Bachelor of Science (BS), Business Administration and Management, General
McChesney
Federal Home Loan Bank of San Francisco 2013 - Present
All Western Mortgage March 2013 - June 2014
Waddell & Reed May 2007 - December 2009
Federal Home Loan Bank of San Francisco May 2003 - January 2008
Whitney Bank October 2002 - May 2003
Federal Home Loan Bank of San Francisco September 2000 - August 2002
Scottrade March 2000 - September 2000
Northern Regional Library Facility 1992 - 1999
Skills
HTML, Customer Service, Microsoft Word, PowerPoint, Microsoft Excel, Microsoft Office, Financial Analysis, Banking, Investments, Real Estate Economics, Commercial Banking, Commercial Real Estate..., Mortgage Banking, Mortgage Servicing, Audio Engineering, Financial Audits, Audio Editing, Finance, Portfolio Management, Credit, Financial Services, Loans, Risk Management
Education
Saint Mary's College of California 2013 — 2015
Master of Science (M.S.), Financial Analysis & Investment Management
University of California, Berkeley 2004 — 2006
Professional Certificate, Personal Financial Planning
Holy Names University
Bachelor of Science (BS), Business Administration and Management, General
McChesney
Jenny Riedel's Waddell & Reed Experience June 2005 - Present
Job Recruiting Coordinator at Waddell & Reed
Industry Financial Services
Experience
Waddell & Reed June 2005 - Present
Riedel Household January 2000 - June 2005
American Marketing Industries October 1997 - January 2000
Skills
Applicant Tracking..., Talent Acquisition, Coaching, Employee Relations, Employee Benefits, Recruiting, Onboarding, College Recruiting, Benefits Administration, PeopleSoft, Human Resources, Management, Process Improvement
Education
Graceland University 1986 — 1990
Business Administration and Management, General
Waddell & Reed June 2005 - Present
Riedel Household January 2000 - June 2005
American Marketing Industries October 1997 - January 2000
Skills
Applicant Tracking..., Talent Acquisition, Coaching, Employee Relations, Employee Benefits, Recruiting, Onboarding, College Recruiting, Benefits Administration, PeopleSoft, Human Resources, Management, Process Improvement
Education
Graceland University 1986 — 1990
Business Administration and Management, General
Nichole Matthews, CPP's Waddell & Reed Experience September 2005 - Present
Job Payroll Manager at Waddell & Reed
Industry Financial Services
Experience
Waddell & Reed September 2005 - Present
MCI April 2004 - May 2005
Skills
Financial Analysis, Payroll, General Ledger, Accounts Payable, PeopleSoft, Account Reconciliation, Journal Entries, Accounting, Bank Reconciliation, Budgets, Auditing, Human Resources, Tax, Variance Analysis, Payroll Taxes
Education
Georgia State University
Bachelors, Accounting
Waddell & Reed September 2005 - Present
MCI April 2004 - May 2005
Skills
Financial Analysis, Payroll, General Ledger, Accounts Payable, PeopleSoft, Account Reconciliation, Journal Entries, Accounting, Bank Reconciliation, Budgets, Auditing, Human Resources, Tax, Variance Analysis, Payroll Taxes
Education
Georgia State University
Bachelors, Accounting
Christopher Date's Waddell & Reed Experience January 2015 - Present
Job Waddell & Reed
Industry Financial Services
Experience
Waddell & Reed January 2015 - Present
Primerica December 2013 - January 2015
Caesars Entertainment Corporation July 2012 - October 2014
Hitachi Transport System May 2011 - May 2012
Fiba Retail - Marks & Spencer / GAP / Banana Republic October 2008 - January 2009
Mitsuwa Marketplace Chicago April 2006 - November 2008
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Photoshop, Java, Customer Service, HTML, Research, Social Media, Teamwork, Public Speaking, English, Windows, SQL, Hbsi, Lms, Time Management, Team Building, Management, Leadership, Finance, Marketing, Social Networking, Sales, Social Media Marketing, Financial Analysis, Strategic Planning, Outlook, Marketing Strategy, Inventory Management, Financial Services, Investments, Insurance, Business Development, Portfolio Management, Process Improvement, Team Leadership, Facebook
Education
Northern Illinois University 2009 — 2011
BSBA, Business Administration Minor in Japanese
North Central College 2007 — 2008
International Business
Harper College 2006 — 2007
Associate’s Degree, Business, 3.6
James B. Conant High School 2002 — 2006
High School
Waddell & Reed January 2015 - Present
Primerica December 2013 - January 2015
Caesars Entertainment Corporation July 2012 - October 2014
Hitachi Transport System May 2011 - May 2012
Fiba Retail - Marks & Spencer / GAP / Banana Republic October 2008 - January 2009
Mitsuwa Marketplace Chicago April 2006 - November 2008
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Photoshop, Java, Customer Service, HTML, Research, Social Media, Teamwork, Public Speaking, English, Windows, SQL, Hbsi, Lms, Time Management, Team Building, Management, Leadership, Finance, Marketing, Social Networking, Sales, Social Media Marketing, Financial Analysis, Strategic Planning, Outlook, Marketing Strategy, Inventory Management, Financial Services, Investments, Insurance, Business Development, Portfolio Management, Process Improvement, Team Leadership, Facebook
Education
Northern Illinois University 2009 — 2011
BSBA, Business Administration Minor in Japanese
North Central College 2007 — 2008
International Business
Harper College 2006 — 2007
Associate’s Degree, Business, 3.6
James B. Conant High School 2002 — 2006
High School
Michael Triano's Waddell & Reed Experience March 2015 - Present
Job Internal Auditor at Waddell & Reed
Industry Accounting
Experience
Waddell & Reed March 2015 - Present
Waddell & Reed June 2012 - March 2015
State Street June 2011 - August 2011
State Street June 2010 - August 2010
Education
Graceland University 2008 — 2012
Business Administration, Accounting, Spanish
Waddell & Reed March 2015 - Present
Waddell & Reed June 2012 - March 2015
State Street June 2011 - August 2011
State Street June 2010 - August 2010
Education
Graceland University 2008 — 2012
Business Administration, Accounting, Spanish
Jeffrey L. Coleman's Waddell & Reed Experience August 2009 - January 2012
Job Financial Advisor Specializing in Wealth Preservation and Retirement Income
Industry Financial Services
Experience
cfs Wealth Management Group, LLC January 2013 - Present
Waddell & Reed August 2009 - January 2012
Coleman Financial Services, LLC March 2009 - January 2012
USBancorp October 2005 - August 2009
Citicorp Investment Services May 2003 - October 2005
The Hartford January 2001 - December 2002
Fortis Investors November 1999 - December 2001
Graceland University 1981 - 1983
Skills
Specialize in..., Specialize in Wealth..., Specialize in Wealth..., Investments, Investment Advisory, Wealth Management, Retirement Planning, Strategic Financial..., Retirement, Financial Advisory, Financial Services, Wealth, Small Business
Education
Graceland University 1981 — 1983
Oak Grove High School Oak Grove, MO 1977 — 1981
cfs Wealth Management Group, LLC January 2013 - Present
Waddell & Reed August 2009 - January 2012
Coleman Financial Services, LLC March 2009 - January 2012
USBancorp October 2005 - August 2009
Citicorp Investment Services May 2003 - October 2005
The Hartford January 2001 - December 2002
Fortis Investors November 1999 - December 2001
Graceland University 1981 - 1983
Skills
Specialize in..., Specialize in Wealth..., Specialize in Wealth..., Investments, Investment Advisory, Wealth Management, Retirement Planning, Strategic Financial..., Retirement, Financial Advisory, Financial Services, Wealth, Small Business
Education
Graceland University 1981 — 1983
Oak Grove High School Oak Grove, MO 1977 — 1981
Erika Given's Waddell & Reed Experience 2002 - 2005
Job Payroll Specialist, LTS Management Services
Industry Accounting
Experience
LTS Managment Sr. Payroll ProcessorHostess BrandsAugust 2007 - July 2010
IBT 2005 - 2007
Waddell & Reed 2002 - 2005
Education
University of Phoenix 2008 — 2010
Masters, Business Administration
Friends University 2006 — 2008
Bachelors, Business Management
LTS Managment Sr. Payroll ProcessorHostess BrandsAugust 2007 - July 2010
IBT 2005 - 2007
Waddell & Reed 2002 - 2005
Education
University of Phoenix 2008 — 2010
Masters, Business Administration
Friends University 2006 — 2008
Bachelors, Business Management
Thomas Mengel's Waddell & Reed Experience May 1996 - September 2013
Job Independent consultant to Artisan Partners
Industry Financial Services
Experience
Waddell & Reed May 1996 - September 2013
Sal. Oppenheim Jr. & Cie, New York July 1993 - April 1996
Hauck & Hope, New York March 1992 - June 1993
Berliner Bank AG April 1989 - February 1992
Landesbank Baden-Württemberg March 1986 - March 1989
Skills
Wertbestimmung, Investmentbank, Capital Markets
Education
Dresdner Bank AG 1977 — 1979
Bankkaufmann
Gymnasium Siegesstrasse, Wuppertal,Germany 1974 — 1977
Abitur
Deutsche Schule Mailand 1966 — 1974
Freie Universität Berlin
1985, Volkswirtschaft
Freie Universität Berlin
1986, Betriebswirtschaft
Waddell & Reed May 1996 - September 2013
Sal. Oppenheim Jr. & Cie, New York July 1993 - April 1996
Hauck & Hope, New York March 1992 - June 1993
Berliner Bank AG April 1989 - February 1992
Landesbank Baden-Württemberg March 1986 - March 1989
Skills
Wertbestimmung, Investmentbank, Capital Markets
Education
Dresdner Bank AG 1977 — 1979
Bankkaufmann
Gymnasium Siegesstrasse, Wuppertal,Germany 1974 — 1977
Abitur
Deutsche Schule Mailand 1966 — 1974
Freie Universität Berlin
1985, Volkswirtschaft
Freie Universität Berlin
1986, Betriebswirtschaft
Jacquelyne R. Sharp - MBA, MHA's Waddell & Reed Experience September 2001 - January 2011
Job Financial Professional
Industry Hospital & Health Care
Experience
Waddell & Reed September 2001 - January 2011
Edward Jones June 1999 - March 2001
Merrill Corporation November 1997 - June 1999
Skills
Financial Analysis, Personal Financial..., Life, Strategic Financial..., Retirement, Healthcare, Relationship Management, Customer Service, Analytics, Project Management, Contract Negotiation, Nonprofits, Managerial Finance, Microsoft Office, Compliance, Financial Risk, Management, Financial Planning
Education
Saint Xavier University 2011 — 2013
Master of Business Administration (MBA), Finance and Health Care Administration, 3.8
Howard University 1989 — 1997
BBA, International Business - Management
Waddell & Reed September 2001 - January 2011
Edward Jones June 1999 - March 2001
Merrill Corporation November 1997 - June 1999
Skills
Financial Analysis, Personal Financial..., Life, Strategic Financial..., Retirement, Healthcare, Relationship Management, Customer Service, Analytics, Project Management, Contract Negotiation, Nonprofits, Managerial Finance, Microsoft Office, Compliance, Financial Risk, Management, Financial Planning
Education
Saint Xavier University 2011 — 2013
Master of Business Administration (MBA), Finance and Health Care Administration, 3.8
Howard University 1989 — 1997
BBA, International Business - Management
Chrissy Thomas's Waddell & Reed Experience June 2013 - October 2013
Job Fastenal Outside Sales Representative
Industry Public Relations and Communications
Experience
Fastenal Industrial Supplies February 2015 - Present
Advocare January 2014 - Present
Riverside Irrigation September 2013 - Present
Knead it out February 2006 - Present
Waddell & Reed June 2013 - October 2013
New York Life Insurance Company October 2012 - June 2013
JD Enterprises March 2012 - August 2012
JBS February 2009 - July 2010
Pure Body Spa September 2007 - September 2008
Bookkeeper, Farmhand, Thomas Farms January 1996 - January 2007
Skills
Great public relations, Hard work ethics, Fast Learner, Positive attitude, Outstanding dedication, Swedish, Chair Massage, Trigger Point Therapy, Medical Massage, Myofascial Release, Reflexology, Bodywork, Stretching, Pain Management, People Skills, Aggression, Following Up, Marketing, Management, Sales, Small Business, Self-confidence, Essential Oils, Craniosacral Therapy, Sports, Process Scheduler, Healing, Payroll, Bookkeeping, Therapeutic Massage, Deep Tissue Massage, Wellness, Spa, Business, Finance, Budgets, Social Networking, Customer Satisfaction, QuickBooks, Accounts Payable, Microsoft Excel, Wellness Coaching, Fitness, Insurance, Account Management, Public Relations, Accounting, Building Relationships, Life Insurance, Time Management
Education
University of Phoenix 2010 — 2011
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services
Heritage College-Denver 2006 — 2007
Associates, Massage Therapy
H & R Block 1997 — 1998
Accounting, Taxes
Wiggins High 1991 — 1995
High School Diploma, High School/Secondary Diplomas and Certificates
Fastenal Industrial Supplies February 2015 - Present
Advocare January 2014 - Present
Riverside Irrigation September 2013 - Present
Knead it out February 2006 - Present
Waddell & Reed June 2013 - October 2013
New York Life Insurance Company October 2012 - June 2013
JD Enterprises March 2012 - August 2012
JBS February 2009 - July 2010
Pure Body Spa September 2007 - September 2008
Bookkeeper, Farmhand, Thomas Farms January 1996 - January 2007
Skills
Great public relations, Hard work ethics, Fast Learner, Positive attitude, Outstanding dedication, Swedish, Chair Massage, Trigger Point Therapy, Medical Massage, Myofascial Release, Reflexology, Bodywork, Stretching, Pain Management, People Skills, Aggression, Following Up, Marketing, Management, Sales, Small Business, Self-confidence, Essential Oils, Craniosacral Therapy, Sports, Process Scheduler, Healing, Payroll, Bookkeeping, Therapeutic Massage, Deep Tissue Massage, Wellness, Spa, Business, Finance, Budgets, Social Networking, Customer Satisfaction, QuickBooks, Accounts Payable, Microsoft Excel, Wellness Coaching, Fitness, Insurance, Account Management, Public Relations, Accounting, Building Relationships, Life Insurance, Time Management
Education
University of Phoenix 2010 — 2011
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services
Heritage College-Denver 2006 — 2007
Associates, Massage Therapy
H & R Block 1997 — 1998
Accounting, Taxes
Wiggins High 1991 — 1995
High School Diploma, High School/Secondary Diplomas and Certificates
James Oslund's Waddell & Reed Experience June 2001 - March 2005
Job Human Resources, Writing, Research
Industry Writing and Editing
Experience
Stony Creek General Store July 2010 - October 2011
Family Promise of the Lakeshore January 2010 - April 2011
Self Employed March 2005 - January 2009
Waddell & Reed June 2001 - March 2005
Skills
Excellent communication..., Proofreading, Microsoft Office, Management
Education
Baker College of Muskegon`
BA, Human Resources Management/Personnel Administration, General
Grand Valley State University
MBA, Business
Michigan State University
BA, Political Science
University of Michigan
JD, Law
Stony Creek General Store July 2010 - October 2011
Family Promise of the Lakeshore January 2010 - April 2011
Self Employed March 2005 - January 2009
Waddell & Reed June 2001 - March 2005
Skills
Excellent communication..., Proofreading, Microsoft Office, Management
Education
Baker College of Muskegon`
BA, Human Resources Management/Personnel Administration, General
Grand Valley State University
MBA, Business
Michigan State University
BA, Political Science
University of Michigan
JD, Law
Eric Glassman's Waddell & Reed Experience March 2003 - March 2006
Job Treasury Analyst II at Ferrellgas
Industry Oil & Energy
Experience
Ferrellgas March 2006 - Present
Waddell & Reed March 2003 - March 2006
Skills
Advanced skills in...
Education
Fort Hays State University 1998 — 2002
Bachelors Degree, Finance
Ferrellgas March 2006 - Present
Waddell & Reed March 2003 - March 2006
Skills
Advanced skills in...
Education
Fort Hays State University 1998 — 2002
Bachelors Degree, Finance
Alexa McMillan's Waddell & Reed Experience September 2012 - Present
Job Administrative Assistant
Industry Investment Management
Experience
Waddell & Reed September 2012 - Present
Skills
Administrative..., Outlook, Data Entry, Office Management, Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Office Administration, Customer Service, Legal Research, Event Planning, Research, Legal Writing, Calendaring, Filing, Spreadsheets, Legal Assistance, Nonprofits, File Management
Education
IBMC College 2010 — 2012
Associates Degree of Occuptional Studies, Medical Billing and Coding
Thompson valley 2003 — 2005
High School Diploma
Waddell & Reed September 2012 - Present
Skills
Administrative..., Outlook, Data Entry, Office Management, Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Office Administration, Customer Service, Legal Research, Event Planning, Research, Legal Writing, Calendaring, Filing, Spreadsheets, Legal Assistance, Nonprofits, File Management
Education
IBMC College 2010 — 2012
Associates Degree of Occuptional Studies, Medical Billing and Coding
Thompson valley 2003 — 2005
High School Diploma
Carrie Nichols's Waddell & Reed Experience May 2015 - Present
Job Student at Michigan State University
Industry
Experience
Waddell & Reed May 2015 - Present
Heather Hills Retirement Vlg March 2011 - Present
Skills
Microsoft Excel, Public Speaking, Microsoft Word, Research, Customer Service, Management, PowerPoint
Education
Michigan State University 2015 — 2017
Bachelor’s Degree, Hospitality Administration/Management
Grand Valley State University 2013 — 2015
Forest Hills Central 2009 — 2013
High School
Waddell & Reed May 2015 - Present
Heather Hills Retirement Vlg March 2011 - Present
Skills
Microsoft Excel, Public Speaking, Microsoft Word, Research, Customer Service, Management, PowerPoint
Education
Michigan State University 2015 — 2017
Bachelor’s Degree, Hospitality Administration/Management
Grand Valley State University 2013 — 2015
Forest Hills Central 2009 — 2013
High School
T Rowe Price
The Blackstone Group
Pioneer Investments
Lazard
ING Investment Management
Deutsche Asset Management
Lazard Asset Management
Natixis Global Asset Management