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
Vikash Kodati Vikash Kodati's Waddell & Reed Experience April 2010 - October 2010
Job Architect for Commissions, Incentive Management, Order Management across the channels at TMobile
Industry Computer Software
Experience
FindLaw, part of Thomson Reuters April 2013 - July 2015
MetLife April 2012 - March 2013
UnitedHealthcare November 2010 - March 2013
IITG Alumni Association March 2010 - March 2013
Ameriprise Financial Services, Inc. August 2011 - April 2012
Right90 August 2010 - April 2011
Waddell & Reed April 2010 - October 2010
Aflac December 2009 - March 2010
Ameriprise Financial Services, Inc. December 2006 - November 2009
Trilogy May 2005 - November 2006
Skills
Algorithms, Solution Architecture, Machine Learning, Leadership, Strategy, Agile Methodologies, Computer Science, Python, Big Data, Distributed Systems, Software Development, CRM, SOA, Data Modeling, Java, Web Services, Design Patterns, Analysis, Product Management, Compilers, Data Science
Education
Indian Institute of Technology, Guwahati 1998 — 2002
Bachelor of Technology (B.Tech), Computer Science
Timpany 1984 — 1998
Junior High/Intermediate/Middle School Education and Teaching
FindLaw, part of Thomson Reuters April 2013 - July 2015
MetLife April 2012 - March 2013
UnitedHealthcare November 2010 - March 2013
IITG Alumni Association March 2010 - March 2013
Ameriprise Financial Services, Inc. August 2011 - April 2012
Right90 August 2010 - April 2011
Waddell & Reed April 2010 - October 2010
Aflac December 2009 - March 2010
Ameriprise Financial Services, Inc. December 2006 - November 2009
Trilogy May 2005 - November 2006
Skills
Algorithms, Solution Architecture, Machine Learning, Leadership, Strategy, Agile Methodologies, Computer Science, Python, Big Data, Distributed Systems, Software Development, CRM, SOA, Data Modeling, Java, Web Services, Design Patterns, Analysis, Product Management, Compilers, Data Science
Education
Indian Institute of Technology, Guwahati 1998 — 2002
Bachelor of Technology (B.Tech), Computer Science
Timpany 1984 — 1998
Junior High/Intermediate/Middle School Education and Teaching
Cassie Seemann's Waddell & Reed Experience 2005 - 2006
Job Recruiting Manager at Robert Half
Industry Construction
Experience
Robert Half 2014 - Present
Quanta Services, Inc. 2013 - 2014
Quanta Services 2012 - 2013
Peoples Wealth Management 2010 - 2011
Global Prairie 2008 - 2009
Kite's Bar and Grille 2006 - 2008
Waddell & Reed 2005 - 2006
Skills
Financial Reporting, Forecasting, Finance, Budgets, Accounting, Process Improvement, Accounts Payable, Invoicing, Management, Financial Analysis, Recruiting, Auditing, Leadership, Microsoft Excel, Microsoft Office
Education
Kansas State University
Robert Half 2014 - Present
Quanta Services, Inc. 2013 - 2014
Quanta Services 2012 - 2013
Peoples Wealth Management 2010 - 2011
Global Prairie 2008 - 2009
Kite's Bar and Grille 2006 - 2008
Waddell & Reed 2005 - 2006
Skills
Financial Reporting, Forecasting, Finance, Budgets, Accounting, Process Improvement, Accounts Payable, Invoicing, Management, Financial Analysis, Recruiting, Auditing, Leadership, Microsoft Excel, Microsoft Office
Education
Kansas State University
Logan Taft Logan Taft's Waddell & Reed Experience May 2012 - August 2013
Job Registered Representative at Cetera Advisors Networks LLC
Industry Financial Services
Experience
Lifelong Wealth Advisors July 2013 - Present
Waddell & Reed May 2012 - August 2013
Welsh Companies 2011 - 2011
Minnesota DFL Party May 2010 - October 2010
Skills
Microsoft Office, Organizing, People Management, Database Implementation, Database Management, Cold Calling, Independent Research, Streamline Processes, Research, Databases, Database Admin, Management, Phone Banking
Education
Iowa State University 2008 — 2011
Bachelor of Arts (BA), Political Science and Government
Minnesota State University, Mankato
Minnesota State University, Mankato
Rosemount High School
Lifelong Wealth Advisors July 2013 - Present
Waddell & Reed May 2012 - August 2013
Welsh Companies 2011 - 2011
Minnesota DFL Party May 2010 - October 2010
Skills
Microsoft Office, Organizing, People Management, Database Implementation, Database Management, Cold Calling, Independent Research, Streamline Processes, Research, Databases, Database Admin, Management, Phone Banking
Education
Iowa State University 2008 — 2011
Bachelor of Arts (BA), Political Science and Government
Minnesota State University, Mankato
Minnesota State University, Mankato
Rosemount High School
Dana Bailey's Waddell & Reed Experience May 2015 - July 2015
Job Institutional Sales and Marketing Intern at Waddell & Reed
Industry Financial Services
Experience
Waddell & Reed May 2015 - July 2015
Woodside Health & Tennis Club May 2014 - August 2014
Smallcakes Cupcakery May 2013 - August 2013
Skills
Highly resourceful, Great Motivator, Achieving Results, Innovation, Flexibility, Management, Marketing, Leadership, PowerPoint, Team Leadership, Communication, Microsoft Office, Teamwork, Social Networking, Social Media, Time Management, Public Speaking, Microsoft Excel, Microsoft Word, Customer Service, Event Planning, Access, Spanish, Sales
Education
Indiana University - Kelley School of Business 2013 — 2017
Finance, General, Junior
Saint Teresa's Academy High School 2009 — 2013
Waddell & Reed May 2015 - July 2015
Woodside Health & Tennis Club May 2014 - August 2014
Smallcakes Cupcakery May 2013 - August 2013
Skills
Highly resourceful, Great Motivator, Achieving Results, Innovation, Flexibility, Management, Marketing, Leadership, PowerPoint, Team Leadership, Communication, Microsoft Office, Teamwork, Social Networking, Social Media, Time Management, Public Speaking, Microsoft Excel, Microsoft Word, Customer Service, Event Planning, Access, Spanish, Sales
Education
Indiana University - Kelley School of Business 2013 — 2017
Finance, General, Junior
Saint Teresa's Academy High School 2009 — 2013
Antonio D Jenkins's Waddell & Reed Experience October 2014 - Present
Job Financial Advisor
Industry Investment Management
Experience
Waddell & Reed October 2014 - Present
GoldTech,Inc November 2010 - October 2014
The Palmetto Bank May 2006 - November 2010
Integral Solutions Group January 2005 - May 2005
Academy for Career Excellence August 2002 - July 2004
Tek Computer July 2001 - June 2002
Skills
Windows, Active Directory, Windows XP, Microsoft Exchange, Microsoft Office, Microsoft SQL Server, Banking, Credit, Project Management, Customer Service, PowerPoint, Software Installation, Microsoft Excel, Microsoft Word, Networking, Outlook, AS400 Administration, Symantec Endpoint..., Symantec Backup, Data Recovery, VSS, XP, VPN, Troubleshooting, Dell Workstations, Dell PowerEdge Servers, Sonicwall, Hardware, English, Research, Dell OpenManage, Dell PowerVault, Microsoft Visual..., Windows Embedded, Windows Registry, Credit Card Terminals, Virtualization, Series 6, Help Desk Support, Network Security, Series 63, Series 65, Disability Insurance, Health Insurance, Life Insurance, Financial Planning
Education
Kaplan University 2008 — 2010
Bachelor of Applied Science (B.A.Sc.), Business Finance
ITT Technical Institute-Greenville 2004 — 2006
Associate of Science (A.S.), Computer and Electronics Engineering Technology
Waddell & Reed October 2014 - Present
GoldTech,Inc November 2010 - October 2014
The Palmetto Bank May 2006 - November 2010
Integral Solutions Group January 2005 - May 2005
Academy for Career Excellence August 2002 - July 2004
Tek Computer July 2001 - June 2002
Skills
Windows, Active Directory, Windows XP, Microsoft Exchange, Microsoft Office, Microsoft SQL Server, Banking, Credit, Project Management, Customer Service, PowerPoint, Software Installation, Microsoft Excel, Microsoft Word, Networking, Outlook, AS400 Administration, Symantec Endpoint..., Symantec Backup, Data Recovery, VSS, XP, VPN, Troubleshooting, Dell Workstations, Dell PowerEdge Servers, Sonicwall, Hardware, English, Research, Dell OpenManage, Dell PowerVault, Microsoft Visual..., Windows Embedded, Windows Registry, Credit Card Terminals, Virtualization, Series 6, Help Desk Support, Network Security, Series 63, Series 65, Disability Insurance, Health Insurance, Life Insurance, Financial Planning
Education
Kaplan University 2008 — 2010
Bachelor of Applied Science (B.A.Sc.), Business Finance
ITT Technical Institute-Greenville 2004 — 2006
Associate of Science (A.S.), Computer and Electronics Engineering Technology
Brian Bergman's Waddell & Reed Experience January 2012 - May 2013
Job Fixed Income Specialist at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade October 2013 - Present
TD Ameritrade May 2013 - October 2013
Waddell & Reed January 2012 - May 2013
Cush Capital Management May 2011 - August 2011
Skills
Investment Advisory, Business Strategy, Microsoft Excel, PowerPoint, Asset Allocation, Financial Analysis, Qualitative Research, Account Management, Customer Service, Budget Monitoring, Strategic Financial...
Education
Kansas State University 2008 — 2012
Bachelor of Science (B.S.), Finance
TD Ameritrade October 2013 - Present
TD Ameritrade May 2013 - October 2013
Waddell & Reed January 2012 - May 2013
Cush Capital Management May 2011 - August 2011
Skills
Investment Advisory, Business Strategy, Microsoft Excel, PowerPoint, Asset Allocation, Financial Analysis, Qualitative Research, Account Management, Customer Service, Budget Monitoring, Strategic Financial...
Education
Kansas State University 2008 — 2012
Bachelor of Science (B.S.), Finance
Bridget Craig's Waddell & Reed Experience January 2015 - Present
Job Learning Solutions Applications Consultant at Waddell & Reed
Industry Financial Services
Experience
Waddell & Reed January 2015 - Present
Waddell & Reed September 2012 - December 2014
Waddell & Reed March 2011 - September 2012
Waddell & Reed Financial Services October 2009 - March 2011
Softek Solutions, Inc. March 2008 - July 2009
AXA Advisors 2006 - 2008
Skills
Public Speaking, Training, Leadership Development, Human Resources, Event Planning, Organizational..., Leadership
Education
Kansas State University 2008 — 2010
Masters, Industrial and Organizational, Psychology
Kansas State University 2002 — 2006
Bachelor of Science (BS), Psychology
Waddell & Reed January 2015 - Present
Waddell & Reed September 2012 - December 2014
Waddell & Reed March 2011 - September 2012
Waddell & Reed Financial Services October 2009 - March 2011
Softek Solutions, Inc. March 2008 - July 2009
AXA Advisors 2006 - 2008
Skills
Public Speaking, Training, Leadership Development, Human Resources, Event Planning, Organizational..., Leadership
Education
Kansas State University 2008 — 2010
Masters, Industrial and Organizational, Psychology
Kansas State University 2002 — 2006
Bachelor of Science (BS), Psychology
Cameron Weis's Waddell & Reed Experience May 2011 - December 2011
Job Senior Associate Business Advisory Services, Technology Solutions at Grant Thornton LLP
Industry Accounting
Experience
Grant Thornton LLP September 2013 - Present
MarketSphere Consulting December 2012 - August 2013
MarketSphere Consulting August 2012 - December 2012
Kansas State University August 2007 - May 2012
Waddell & Reed May 2011 - December 2011
CivicPlus August 2010 - January 2011
Skills
Microsoft Office, Interpersonal Leadership, Sales Leads, Financial Services, Hyperion HFM, Hyperion Reports, Hyperion Financial..., Consolidated Financial..., Financial Reporting, Oracle Applications, Sales Presentations, Life Insurance, Hyperion EPM, SmartView for Office, End User Training, Data Synchronization, Investments, Finance, Management
Education
Kansas State University 2007 — 2012
Bachelor of Science (B.S.), Finance and Financial Management Services
Kansas Wesleyan University 2006 — 2007
Grant Thornton LLP September 2013 - Present
MarketSphere Consulting December 2012 - August 2013
MarketSphere Consulting August 2012 - December 2012
Kansas State University August 2007 - May 2012
Waddell & Reed May 2011 - December 2011
CivicPlus August 2010 - January 2011
Skills
Microsoft Office, Interpersonal Leadership, Sales Leads, Financial Services, Hyperion HFM, Hyperion Reports, Hyperion Financial..., Consolidated Financial..., Financial Reporting, Oracle Applications, Sales Presentations, Life Insurance, Hyperion EPM, SmartView for Office, End User Training, Data Synchronization, Investments, Finance, Management
Education
Kansas State University 2007 — 2012
Bachelor of Science (B.S.), Finance and Financial Management Services
Kansas Wesleyan University 2006 — 2007
Rachel Mourfield's Waddell & Reed Experience May 2012 - August 2012
Job Executive Team Leader at Target
Industry Management Consulting
Experience
Target May 2014 - Present
Nanny 2009 - Present
Indiana University Bloomington August 2010 - May 2014
Waddell & Reed May 2012 - August 2012
Skills
Spanish, Psychology, New Hire Orientations, PowerPoint, Research, Microsoft Office, Microsoft Excel, Public Speaking, Data Analysis, Microsoft Word, Teamwork, Social Media, Leadership, Access, Higher Education, Event Planning, Time Management
Education
Indiana University Bloomington 2010 — 2014
Management, Business Administration and Management, General, Senior
Target May 2014 - Present
Nanny 2009 - Present
Indiana University Bloomington August 2010 - May 2014
Waddell & Reed May 2012 - August 2012
Skills
Spanish, Psychology, New Hire Orientations, PowerPoint, Research, Microsoft Office, Microsoft Excel, Public Speaking, Data Analysis, Microsoft Word, Teamwork, Social Media, Leadership, Access, Higher Education, Event Planning, Time Management
Education
Indiana University Bloomington 2010 — 2014
Management, Business Administration and Management, General, Senior
J. Brice Mabry's Waddell & Reed Experience 2002 - 2003
Job Project Geologist / Electronics Technician
Industry Mining & Metals
Experience
US Navy Reserve March 2010 - Present
Golden Vertex Corp. November 2012 - February 2014
Golden Vertex Corp. January 2012 - February 2012
Indiana University Purdue University Indianapolis (IUPUI) 2008 - 2010
IKON Office Solutions 2003 - 2007
Waddell & Reed 2002 - 2003
Education
Indiana University-Purdue University at Indianapolis
Master of Science (MS), Geology/Earth Science
Indiana University-Purdue University at Indianapolis
Bachelor of Arts (BA), Economics Quantitative
US Navy Reserve March 2010 - Present
Golden Vertex Corp. November 2012 - February 2014
Golden Vertex Corp. January 2012 - February 2012
Indiana University Purdue University Indianapolis (IUPUI) 2008 - 2010
IKON Office Solutions 2003 - 2007
Waddell & Reed 2002 - 2003
Education
Indiana University-Purdue University at Indianapolis
Master of Science (MS), Geology/Earth Science
Indiana University-Purdue University at Indianapolis
Bachelor of Arts (BA), Economics Quantitative
Jennifer King, CFP®'s Waddell & Reed Experience 2012 - 2014
Job President, Financial Planning Association of Northeast Florida
Industry Financial Services
Experience
BB&T Wealth June 2014 - Present
Waddell & Reed 2012 - 2014
AXA Advisors 2009 - 2012
SunTrust Bank 2006 - 2009
Prudential Financial 2000 - 2004
US Navy 1995 - 2000
Skills
Training, Management, Portfolio Management, Mortgage Lending, Strategic Financial..., Investments, Financial Services, CRM, Banking, Finance, Asset Allocation, Sales, Leadership, Strategic Planning, Insurance
Education
Jacksonville University 1991 — 1995
B.S., Aviation Management
BB&T Wealth June 2014 - Present
Waddell & Reed 2012 - 2014
AXA Advisors 2009 - 2012
SunTrust Bank 2006 - 2009
Prudential Financial 2000 - 2004
US Navy 1995 - 2000
Skills
Training, Management, Portfolio Management, Mortgage Lending, Strategic Financial..., Investments, Financial Services, CRM, Banking, Finance, Asset Allocation, Sales, Leadership, Strategic Planning, Insurance
Education
Jacksonville University 1991 — 1995
B.S., Aviation Management
Jennifer White's Waddell & Reed Experience 2008 - 2010
Job Executive Director at ICT S.O.S.
Industry Nonprofit Organization Management
Experience
ICT S.O.S. June 2015 - Present
ICT S.O.S. April 2011 - Present
Jennifer White Portraits January 2009 - December 2013
Carpenter Place November 2011 - July 2013
Waddell & Reed 2008 - 2010
David Hawley, Atty 2000 - 2001
Skills
Project Planning, Public Speaking, Fundraising, Customer Service, Microsoft Office, Social Media, Non-profits, Event Planning, Marketing, Nonprofits, Leadership, Advertising, Business Planning, Blogging, Marketing Strategy, Online Marketing, Social Media Marketing, Analysis, Management, Coaching, Team Building, Organizational..., Leadership Development, Social Networking, Microsoft Excel, Small Business, Outlook, Time Management, Training, Event Management, Marketing Communications, Sales, Entrepreneurship, Public Relations, Budgets, Facebook, Editing, Team Leadership, Volunteer Management, Community Outreach, Social Change, Organizational..., Community Action
Education
Kansas State University
Kansas State University
ICT S.O.S. June 2015 - Present
ICT S.O.S. April 2011 - Present
Jennifer White Portraits January 2009 - December 2013
Carpenter Place November 2011 - July 2013
Waddell & Reed 2008 - 2010
David Hawley, Atty 2000 - 2001
Skills
Project Planning, Public Speaking, Fundraising, Customer Service, Microsoft Office, Social Media, Non-profits, Event Planning, Marketing, Nonprofits, Leadership, Advertising, Business Planning, Blogging, Marketing Strategy, Online Marketing, Social Media Marketing, Analysis, Management, Coaching, Team Building, Organizational..., Leadership Development, Social Networking, Microsoft Excel, Small Business, Outlook, Time Management, Training, Event Management, Marketing Communications, Sales, Entrepreneurship, Public Relations, Budgets, Facebook, Editing, Team Leadership, Volunteer Management, Community Outreach, Social Change, Organizational..., Community Action
Education
Kansas State University
Kansas State University
LaTanse Smith-Mozee LaTanse Smith-Mozee's Waddell & Reed Experience July 2012 - July 2013
Job Assistant Branch Manager at U.S. Bank
Industry Banking
Experience
U.S. Bank April 2010 - Present
Waddell & Reed July 2012 - July 2013
U.S. Bank October 2011 - June 2012
US Bank April 2010 - October 2011
Education
Johnson County Community College
U.S. Bank April 2010 - Present
Waddell & Reed July 2012 - July 2013
U.S. Bank October 2011 - June 2012
US Bank April 2010 - October 2011
Education
Johnson County Community College
Anita J Patel Anita J Patel's Waddell & Reed Experience May 2005 - May 2007
Job Independent Financial Advisor
Industry Financial Services
Experience
Anita J Patel July 2010 - Present
Woodbury Financial Services May 2009 - June 2010
Financial Network Investment Corp May 2007 - May 2009
Waddell & Reed May 2005 - May 2007
Santa Fe Community College 2004 - 2007
Carlin Equities Corp October 2002 - January 2004
The Hired Guns November 2000 - December 2001
Clay Finlay October 1996 - August 2000
SEI Corp July 1994 - October 1996
Skills
Strategic Financial..., Estate Planning, Financial Advisory, Investments, Retirement Planning, Portfolio Management, Wealth Management, Asset Managment, Fixed Annuities, Mutual Funds, Small Business, Investment Advisory, Pensions, Securities, Equities, Asset Management, Retirement, Risk Management, Financial Planners, Investment Strategies, Finance, Personal Finance, Asset Allocation, Long-term Care, Alternative Investments, Wealth Management..., Uniform Combined State..., Investment Management, Series 7, Financial Services, Life Insurance, Bonds, Wealth, IRAs, Series 24, Wealth Accumulation, Disability Insurance, 401k, Roth IRA, Stocks, FINRA, Fixed Income, Long Term Care Insurance
Education
University of Pennsylvania 1990 — 1994
BS, Economics, Multinational Management, Japanese
International Christian University 1992 — 1993
1 Year Exchange, Japanese Studies
TJHSS&T 1986 — 1990
Anita J Patel July 2010 - Present
Woodbury Financial Services May 2009 - June 2010
Financial Network Investment Corp May 2007 - May 2009
Waddell & Reed May 2005 - May 2007
Santa Fe Community College 2004 - 2007
Carlin Equities Corp October 2002 - January 2004
The Hired Guns November 2000 - December 2001
Clay Finlay October 1996 - August 2000
SEI Corp July 1994 - October 1996
Skills
Strategic Financial..., Estate Planning, Financial Advisory, Investments, Retirement Planning, Portfolio Management, Wealth Management, Asset Managment, Fixed Annuities, Mutual Funds, Small Business, Investment Advisory, Pensions, Securities, Equities, Asset Management, Retirement, Risk Management, Financial Planners, Investment Strategies, Finance, Personal Finance, Asset Allocation, Long-term Care, Alternative Investments, Wealth Management..., Uniform Combined State..., Investment Management, Series 7, Financial Services, Life Insurance, Bonds, Wealth, IRAs, Series 24, Wealth Accumulation, Disability Insurance, 401k, Roth IRA, Stocks, FINRA, Fixed Income, Long Term Care Insurance
Education
University of Pennsylvania 1990 — 1994
BS, Economics, Multinational Management, Japanese
International Christian University 1992 — 1993
1 Year Exchange, Japanese Studies
TJHSS&T 1986 — 1990
Ginny Burke's Waddell & Reed Experience December 2012 - Present
Job Marketing Communications Specialist
Industry Financial Services
Experience
Waddell & Reed December 2012 - Present
Waddell & Reed December 2009 - December 2012
PGi October 2005 - July 2009
Cultural Horizons, Inc. January 2005 - May 2008
Bernstein-Rein Advertising September 1997 - September 2000
Barkley 1995 - 1997
Skills
Business Analysis, Project Management, Product Management, Project Planning, SharePoint, Strategic Planning, Marketing Strategy, Business Development, Account Management, Market Research, Management, Business Strategy, Business Intelligence, Proposal Writing
Education
Kansas State University 1989 — 1993
Bachelor of Science (BS), Journalism and Mass Communications
Shawnee Mission North High School
Waddell & Reed December 2012 - Present
Waddell & Reed December 2009 - December 2012
PGi October 2005 - July 2009
Cultural Horizons, Inc. January 2005 - May 2008
Bernstein-Rein Advertising September 1997 - September 2000
Barkley 1995 - 1997
Skills
Business Analysis, Project Management, Product Management, Project Planning, SharePoint, Strategic Planning, Marketing Strategy, Business Development, Account Management, Market Research, Management, Business Strategy, Business Intelligence, Proposal Writing
Education
Kansas State University 1989 — 1993
Bachelor of Science (BS), Journalism and Mass Communications
Shawnee Mission North High School
Kate Melcher's Waddell & Reed Experience December 2010 - Present
Job Corporate Events Coordinator at Waddell & Reed
Industry Financial Services
Experience
Waddell & Reed December 2010 - Present
Waddell & Reed December 2010 - January 2013
Hyatt Regency Crown Center July 2010 - December 2010
Hyatt Regency Crown Center September 2008 - December 2010
Hyatt Regency Crown Center March 2006 - December 2010
Hyatt Regency Crown Center September 2005 - December 2010
Hyatt Hotels Corporation 2005 - 2010
Hyatt Regency Crown Center May 2004 - August 2004
Sheraton Suites Plaza Hotel May 2002 - August 2002
Skills
Hotels, Marketing, Hospitality Management, Hospitality Industry, Hospitality, Food & Beverage, Front Office
Education
Kansas State University 2001 — 2005
Bachelors, Hotel Restaurant Management, Business
Kansas State University May 2001 — 2005
BA Hotel, Restaurant Management
Waddell & Reed December 2010 - Present
Waddell & Reed December 2010 - January 2013
Hyatt Regency Crown Center July 2010 - December 2010
Hyatt Regency Crown Center September 2008 - December 2010
Hyatt Regency Crown Center March 2006 - December 2010
Hyatt Regency Crown Center September 2005 - December 2010
Hyatt Hotels Corporation 2005 - 2010
Hyatt Regency Crown Center May 2004 - August 2004
Sheraton Suites Plaza Hotel May 2002 - August 2002
Skills
Hotels, Marketing, Hospitality Management, Hospitality Industry, Hospitality, Food & Beverage, Front Office
Education
Kansas State University 2001 — 2005
Bachelors, Hotel Restaurant Management, Business
Kansas State University May 2001 — 2005
BA Hotel, Restaurant Management
Clinton W. Saloga Clinton W. Saloga's Waddell & Reed Experience August 2008 - June 2011
Job Doctoral Fellow at RAND Corporation
Industry Research
Experience
RAND Corporation September 2011 - Present
USAID August 2012 - June 2013
Waddell & Reed August 2008 - June 2011
Alfred Dunhill September 2007 - June 2008
EF Education June 2007 - September 2007
Assent LLC 2007 - 2007
Skills
Research, Quantitative Analytics, Econometrics, Qualitative Research, Stata, Economics, Data Analysis, Statistical Modeling, Spanish, Policy Analysis, Market Research, Public Policy, Policy, Statistics, Program Evaluation, Quantitative Research, International..., International Relations
Education
RAND Pardee Graduate School 2011 — 2015
Ph.D, Policy Analysis
Wichita State University 2008 — 2011
MA, International Economics
Institut Barcelona d'Estudis Internacionals 2009 — 2009
Summer School in International Politics
Universidad de Los Andes 2008 — 2008
International Summer School in Economics
Kansas State University 2002 — 2006
B.S.B.A, Human Resource Management, Economics, International Business, German
RAND Corporation September 2011 - Present
USAID August 2012 - June 2013
Waddell & Reed August 2008 - June 2011
Alfred Dunhill September 2007 - June 2008
EF Education June 2007 - September 2007
Assent LLC 2007 - 2007
Skills
Research, Quantitative Analytics, Econometrics, Qualitative Research, Stata, Economics, Data Analysis, Statistical Modeling, Spanish, Policy Analysis, Market Research, Public Policy, Policy, Statistics, Program Evaluation, Quantitative Research, International..., International Relations
Education
RAND Pardee Graduate School 2011 — 2015
Ph.D, Policy Analysis
Wichita State University 2008 — 2011
MA, International Economics
Institut Barcelona d'Estudis Internacionals 2009 — 2009
Summer School in International Politics
Universidad de Los Andes 2008 — 2008
International Summer School in Economics
Kansas State University 2002 — 2006
B.S.B.A, Human Resource Management, Economics, International Business, German
Brittany Stroud Brittany Stroud's Waddell & Reed Experience March 2015 - Present
Job Finance
Industry Consumer Services
Experience
Waddell & Reed March 2015 - Present
Overland Park Regional Medical Center 2008 - March 2015
Red Robin March 2006 - March 2008
24 Hour Fitness January 2006 - July 2007
Victoria's Secret June 2004 - October 2005
Hy Vee January 2000 - October 2005
jcpenney June 2004 - June 2005
Skills
Customer Service, Event Management, Event Planning, Public Relations, Social Media Marketing, Team Leadership, Social Media, Microsoft Word, Microsoft Excel, Microsoft Office, Project Planning, Sales, Outlook, Public Speaking, Team Building, ExactTarget, Time Management
Education
Johnson County Community College 2004 — 2008
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies
Johnson County Community College
Waddell & Reed March 2015 - Present
Overland Park Regional Medical Center 2008 - March 2015
Red Robin March 2006 - March 2008
24 Hour Fitness January 2006 - July 2007
Victoria's Secret June 2004 - October 2005
Hy Vee January 2000 - October 2005
jcpenney June 2004 - June 2005
Skills
Customer Service, Event Management, Event Planning, Public Relations, Social Media Marketing, Team Leadership, Social Media, Microsoft Word, Microsoft Excel, Microsoft Office, Project Planning, Sales, Outlook, Public Speaking, Team Building, ExactTarget, Time Management
Education
Johnson County Community College 2004 — 2008
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies
Johnson County Community College
Shaun Preston Shaun Preston's Waddell & Reed Experience May 2014 - September 2015
Job Economist | Relationship And Wealth Manager
Industry Financial Services
Experience
Solium September 2015 - Present
US Navy September 2013 - Present
Waddell & Reed May 2014 - September 2015
JPMorgan Chase April 2009 - May 2013
Startel September 2006 - November 2008
Skills
International Economics, Econometrics, Business Analysis, Finance, Economic Research, Financial Analysis, Financial Planning, Financial Services, Operational Efficiency, Economics, International Relations, Financial Reporting, Asset Management, International Business, Salesforce.com, International Sales, Sales Management, Customer Service, Security Management, Sales, ESPP, ISO, Computer Science, Computer Security, Leadership, Engineering, Computer Network..., Marketing, Management, Retail Banking, Employee Training, Computer Hardware, Router Configuration, LAN Switching, Analysis, Networking, Risk Management, Equities
Education
University of California, Los Angeles 2013 — 2015
Doctor of Economics (Ph.D.), Econometrics and Quantitative Economics
Pepperdine University 2010 — 2012
Master of Business Administration (MBA), Business, Management, Marketing, and Related Support Services
University of California, Irvine 2008 — 2010
Bachelor of Arts (B.A.), International Business
ITT Technical Institute-Orange 2006 — 2008
Bachelor of Applied Science (B.A.Sc.), Computer Engineering
Solium September 2015 - Present
US Navy September 2013 - Present
Waddell & Reed May 2014 - September 2015
JPMorgan Chase April 2009 - May 2013
Startel September 2006 - November 2008
Skills
International Economics, Econometrics, Business Analysis, Finance, Economic Research, Financial Analysis, Financial Planning, Financial Services, Operational Efficiency, Economics, International Relations, Financial Reporting, Asset Management, International Business, Salesforce.com, International Sales, Sales Management, Customer Service, Security Management, Sales, ESPP, ISO, Computer Science, Computer Security, Leadership, Engineering, Computer Network..., Marketing, Management, Retail Banking, Employee Training, Computer Hardware, Router Configuration, LAN Switching, Analysis, Networking, Risk Management, Equities
Education
University of California, Los Angeles 2013 — 2015
Doctor of Economics (Ph.D.), Econometrics and Quantitative Economics
Pepperdine University 2010 — 2012
Master of Business Administration (MBA), Business, Management, Marketing, and Related Support Services
University of California, Irvine 2008 — 2010
Bachelor of Arts (B.A.), International Business
ITT Technical Institute-Orange 2006 — 2008
Bachelor of Applied Science (B.A.Sc.), Computer Engineering
Kyle Weathers's Waddell & Reed Experience September 2005 - December 2008
Job Internal Wholesaler at Capital Group
Industry Financial Services
Experience
Capital Group May 2014 - Present
JPMorgan Chase May 2010 - May 2014
National City Bank December 2008 - May 2010
Waddell & Reed September 2005 - December 2008
Skills
Series 63, Banking, Finance, Investments, Retail Banking, Insurance, Risk Management, Customer Service, Sales, New Business Development, Sales Presentations, Sales Management, Series 6, Financial Analysis, Financial Services, Strategic Planning, Mutual Funds, Relationship Management, Portfolio Management
Education
Indiana University Bloomington 2000 — 2004
Communications
Capital Group May 2014 - Present
JPMorgan Chase May 2010 - May 2014
National City Bank December 2008 - May 2010
Waddell & Reed September 2005 - December 2008
Skills
Series 63, Banking, Finance, Investments, Retail Banking, Insurance, Risk Management, Customer Service, Sales, New Business Development, Sales Presentations, Sales Management, Series 6, Financial Analysis, Financial Services, Strategic Planning, Mutual Funds, Relationship Management, Portfolio Management
Education
Indiana University Bloomington 2000 — 2004
Communications
Ben Mense's Waddell & Reed Experience February 2010 - May 2012
Job Internal Auditor at ConocoPhillips
Industry Accounting
Experience
ConocoPhillips January 2012 - Present
Waddell & Reed February 2010 - May 2012
Hoxie Implement Co. Inc May 2008 - August 2009
Hoxie Implement Co. Inc May 2004 - August 2007
Skills
Internal Audit, Project Planning, Sales Management, Process Improvement, Analysis, Financial Analysis, Budgets, Financial Reporting, Risk Management, Accounting
Education
Kansas State University 2007 — 2011
Kansas State University
Bachelor of Science, Business Administration; Finance; Leadership Studies
ConocoPhillips January 2012 - Present
Waddell & Reed February 2010 - May 2012
Hoxie Implement Co. Inc May 2008 - August 2009
Hoxie Implement Co. Inc May 2004 - August 2007
Skills
Internal Audit, Project Planning, Sales Management, Process Improvement, Analysis, Financial Analysis, Budgets, Financial Reporting, Risk Management, Accounting
Education
Kansas State University 2007 — 2011
Kansas State University
Bachelor of Science, Business Administration; Finance; Leadership Studies
David Karns David Karns's Waddell & Reed Experience February 2014 - July 2014
Job Marketing and Advertising Consultant at Invisible Fence of Erie
Industry Financial Services
Experience
Invisible Fence of Erie July 2014 - Present
Waddell & Reed February 2014 - July 2014
Waddell & Reed January 2012 - December 2012
Waddell & Reed March 2009 - December 2011
FedEx Services June 1999 - October 2007
Skills
Marketing, Program Management, Visio, Business Analysis, SharePoint, SQL, SDLC, Access, Databases, Business Intelligence, Project Management, Requirements Analysis
Education
Indiana University of Pennsylvania 1995 — 1999
Bachelor of Science (BS), Management Information Systems, General
Invisible Fence of Erie July 2014 - Present
Waddell & Reed February 2014 - July 2014
Waddell & Reed January 2012 - December 2012
Waddell & Reed March 2009 - December 2011
FedEx Services June 1999 - October 2007
Skills
Marketing, Program Management, Visio, Business Analysis, SharePoint, SQL, SDLC, Access, Databases, Business Intelligence, Project Management, Requirements Analysis
Education
Indiana University of Pennsylvania 1995 — 1999
Bachelor of Science (BS), Management Information Systems, General
Jake Fruehauf's Waddell & Reed Experience June 2011 - August 2011
Job Field Sales Account Executive at FedEx Services
Industry Logistics and Supply Chain
Experience
FedEx Services December 2013 - Present
Darden Restaurants/ CPK/ Outback Steakhouse July 2007 - October 2013
Cascade Financial Management, Inc. November 2011 - May 2012
Waddell & Reed June 2011 - August 2011
Education
Johnson and Wales University 2009 — 2013
Business Management, Finance & Leadership, 3.31
FedEx Services December 2013 - Present
Darden Restaurants/ CPK/ Outback Steakhouse July 2007 - October 2013
Cascade Financial Management, Inc. November 2011 - May 2012
Waddell & Reed June 2011 - August 2011
Education
Johnson and Wales University 2009 — 2013
Business Management, Finance & Leadership, 3.31
Samuel Kinne's Waddell & Reed Experience June 2014 - August 2015
Job Client Service Representative at Waddell & Reed
Industry Financial Services
Experience
Sunesis Advisors August 2015 - Present
Waddell & Reed June 2014 - August 2015
Chelepis & Associates, Inc. October 2013 - May 2014
Heritage Advisors, LLC June 2011 - October 2013
Musician February 2008 - September 2013
Sam Kinne Music August 2009 - August 2012
Skills
Productivity, Sales, Time Management, Account Management, Life Insurance, Sales Management, Retail, SPSS, Customer Service, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Marketing, Social Media, Redtail, Leadership, Investigo
Education
University of Missouri-Kansas City 2012 — 2014
Bachelor of Administration (B.A.), Finance, General, Senior
Johnson County Community College 2010 — 2012
Associate of Arts (A.A.), General, Graduate
Sunesis Advisors August 2015 - Present
Waddell & Reed June 2014 - August 2015
Chelepis & Associates, Inc. October 2013 - May 2014
Heritage Advisors, LLC June 2011 - October 2013
Musician February 2008 - September 2013
Sam Kinne Music August 2009 - August 2012
Skills
Productivity, Sales, Time Management, Account Management, Life Insurance, Sales Management, Retail, SPSS, Customer Service, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Marketing, Social Media, Redtail, Leadership, Investigo
Education
University of Missouri-Kansas City 2012 — 2014
Bachelor of Administration (B.A.), Finance, General, Senior
Johnson County Community College 2010 — 2012
Associate of Arts (A.A.), General, Graduate
Brian Cody's Waddell & Reed Experience January 2015 - Present
Job Assistant Vice President, Interactive Media at Waddell & Reed
Industry Information Technology and Services
Experience
Waddell & Reed January 2015 - Present
Waddell & Reed August 2011 - January 2015
b5 Designs January 2005 - January 2015
Waddell & Reed January 2010 - August 2011
Waddell & Reed September 2008 - January 2010
Waddell & Reed October 2007 - September 2008
Ecompex Inc. 2005 - 2007
Skills
Web Design, Motion Graphics, User Interface Design, Advanced CSS, jQuery, HTML5, CSS3, WordPress, Art Direction, Motion Design, Interaction Design, Responsive Design, Email Marketing, Mobile Design, Online Strategy, Browser Compatability, Augmented Reality, Wordpress, HTML 5, Social Media, User Interface, Multimedia, Graphics, HTML, PHP, User Experience, CSS, Web Development
Education
Iowa State University - College of Business 2000 — 2004
Bachelor of Science, Management Information Systems (MIS)
Waddell & Reed January 2015 - Present
Waddell & Reed August 2011 - January 2015
b5 Designs January 2005 - January 2015
Waddell & Reed January 2010 - August 2011
Waddell & Reed September 2008 - January 2010
Waddell & Reed October 2007 - September 2008
Ecompex Inc. 2005 - 2007
Skills
Web Design, Motion Graphics, User Interface Design, Advanced CSS, jQuery, HTML5, CSS3, WordPress, Art Direction, Motion Design, Interaction Design, Responsive Design, Email Marketing, Mobile Design, Online Strategy, Browser Compatability, Augmented Reality, Wordpress, HTML 5, Social Media, User Interface, Multimedia, Graphics, HTML, PHP, User Experience, CSS, Web Development
Education
Iowa State University - College of Business 2000 — 2004
Bachelor of Science, Management Information Systems (MIS)
Ross Menke's Waddell & Reed Experience May 2010 - July 2010
Job Investment Manager at Prosperity Wealth Management, LLC
Industry Financial Services
Experience
Prosperity Wealth Management, LLC April 2014 - Present
AXA Advisors December 2010 - April 2014
Waddell & Reed May 2010 - July 2010
Pride Neon, Inc. 2005 - 2009
Skills
Finance, Insurance, Securities, Retirement Planning, Investments, Strategic Financial..., Retirement, Estate Planning, Mutual Funds, Customer Service, Financial Planning, Team Building, Social Media Marketing, Financial Analysis, Leadership
Education
Iowa State University - College of Business 2006 — 2010
Bachelor of Science (B.S.), Finance
Prosperity Wealth Management, LLC April 2014 - Present
AXA Advisors December 2010 - April 2014
Waddell & Reed May 2010 - July 2010
Pride Neon, Inc. 2005 - 2009
Skills
Finance, Insurance, Securities, Retirement Planning, Investments, Strategic Financial..., Retirement, Estate Planning, Mutual Funds, Customer Service, Financial Planning, Team Building, Social Media Marketing, Financial Analysis, Leadership
Education
Iowa State University - College of Business 2006 — 2010
Bachelor of Science (B.S.), Finance
Erin Hilt Erin Hilt's Waddell & Reed Experience January 2004 - Present
Job Finance, sales reporting at Waddell and Reed
Industry Financial Services
Experience
Waddell and Reed January 2004 - Present
Waddell & Reed January 2004 - Present
Skills
Mutual Funds, Investments, Wealth Management, Strategic Financial..., Microsoft Excel, Strategic Planning, Microsoft Word
Education
Johnson County Community College 1996 — 2000
Associates in Liberal Arts
Waddell and Reed January 2004 - Present
Waddell & Reed January 2004 - Present
Skills
Mutual Funds, Investments, Wealth Management, Strategic Financial..., Microsoft Excel, Strategic Planning, Microsoft Word
Education
Johnson County Community College 1996 — 2000
Associates in Liberal Arts
Jason Messerly's Waddell & Reed Experience January 2011 - February 2012
Job VP of Finance at Ferrell Capital
Industry Accounting
Experience
Ferrell Capital February 2012 - Present
Waddell & Reed January 2011 - February 2012
Waddell & Reed January 2008 - December 2010
Deloitte July 2001 - January 2008
Education
The University of Kansas 2000 — 2001
Masters, Accounting and Information Systems
Kansas State University 1996 — 2000
Bachelor, Accounting
Ferrell Capital February 2012 - Present
Waddell & Reed January 2011 - February 2012
Waddell & Reed January 2008 - December 2010
Deloitte July 2001 - January 2008
Education
The University of Kansas 2000 — 2001
Masters, Accounting and Information Systems
Kansas State University 1996 — 2000
Bachelor, Accounting
Derrick L Anderson's Waddell & Reed Experience January 2008 - July 2010
Job Senior Software Engineer at VinSolutions
Industry Information Technology and Services
Experience
VinSolutions August 2015 - Present
Federal Reserve Bank of Kansas City September 2013 - August 2015
Federal Reserve Bank of Kansas City July 2011 - September 2013
Federal Reserve Bank of Kansas City October 2009 - July 2011
Waddell & Reed January 2008 - July 2010
Waddell & Reed January 2007 - December 2007
Waddell & Reed July 2005 - December 2006
Kansas State University January 2004 - May 2005
HNTB January 2000 - December 2002
Skills
SSRS, SharePoint, SSIS, .NET, Business Intelligence, Microsoft SQL Server, ASP.NET, T-SQL, Data Warehousing, SDLC, Visio, Data Modeling, Database Design, Business Analysis, MDX, C#, Enterprise Architecture, Leadership, Critical Thinking, Strategic Thinking, SSAS, Software Development, Performance Tuning, ETL, SQL, Systems Analysis, Web Services, Requirements Analysis, Agile Methodologies, IIS, XML, Visual Studio, JavaScript, Integration, Architectures, Business Requirements, Web Development, Tortoise SVN, WCF, jQuery, Subversion, CSS, JIRA, HTML5, Data Warehouse..., Analysis Services, Enterprise Software, Databases, Process Improvement, OOP
Education
Kansas State University 2000 — 2005
BS, Computer Science
Olathe East High School 1997 — 2000
High School
VinSolutions August 2015 - Present
Federal Reserve Bank of Kansas City September 2013 - August 2015
Federal Reserve Bank of Kansas City July 2011 - September 2013
Federal Reserve Bank of Kansas City October 2009 - July 2011
Waddell & Reed January 2008 - July 2010
Waddell & Reed January 2007 - December 2007
Waddell & Reed July 2005 - December 2006
Kansas State University January 2004 - May 2005
HNTB January 2000 - December 2002
Skills
SSRS, SharePoint, SSIS, .NET, Business Intelligence, Microsoft SQL Server, ASP.NET, T-SQL, Data Warehousing, SDLC, Visio, Data Modeling, Database Design, Business Analysis, MDX, C#, Enterprise Architecture, Leadership, Critical Thinking, Strategic Thinking, SSAS, Software Development, Performance Tuning, ETL, SQL, Systems Analysis, Web Services, Requirements Analysis, Agile Methodologies, IIS, XML, Visual Studio, JavaScript, Integration, Architectures, Business Requirements, Web Development, Tortoise SVN, WCF, jQuery, Subversion, CSS, JIRA, HTML5, Data Warehouse..., Analysis Services, Enterprise Software, Databases, Process Improvement, OOP
Education
Kansas State University 2000 — 2005
BS, Computer Science
Olathe East High School 1997 — 2000
High School
Nigam Shah's Waddell & Reed Experience December 2010 - January 2011
Job Associate at GCM Grosvenor
Industry Financial Services
Experience
GCM Grosvenor May 2015 - Present
EY July 2013 - April 2015
Opus Fund Services June 2012 - August 2012
Waddell & Reed December 2010 - January 2011
Rubinos & Mesia Engineers June 2010 - August 2010
Skills
Microsoft Excel, Microsoft Word, Bloomberg Terminal, PowerPoint, Finance, Account Reconciliation, Banking, Accounting, Public Speaking, Customer Service
Education
Indiana University - Kelley School of Business 2009 — 2013
Bachelor of Science (B.S.), Finance, Technology Management
GCM Grosvenor May 2015 - Present
EY July 2013 - April 2015
Opus Fund Services June 2012 - August 2012
Waddell & Reed December 2010 - January 2011
Rubinos & Mesia Engineers June 2010 - August 2010
Skills
Microsoft Excel, Microsoft Word, Bloomberg Terminal, PowerPoint, Finance, Account Reconciliation, Banking, Accounting, Public Speaking, Customer Service
Education
Indiana University - Kelley School of Business 2009 — 2013
Bachelor of Science (B.S.), Finance, Technology Management
Robert Hollman's Waddell & Reed Experience January 2013 - Present
Job Business Architect
Industry Financial Services
Experience
Waddell & Reed January 2013 - Present
DST Systems July 2010 - September 2012
Broadridge Financial Solutions July 2008 - July 2010
Investigo Corporation November 2003 - July 2008
Lincoln Financial Advisors February 1997 - November 2003
Skills
ChFC, CLU, Financial Services, Business Analysis, Process Improvement, Mutual Funds, Project Management, Entrepreneurship..., Start-up Ventures, Strategic Financial..., Asset Managment, Series 24, Insurance, SDLC, Securities, 401k, Series 7, Series 63, Series 65, Scrum Product Owner, Private Pilot
Education
Indiana Wesleyan University
MBA, Business Administration, Management and Operations, Highest Distinction - Class Leadership Award
Indiana University-Purdue University at Fort Wayne
Bachelor of Science, Finance, Highest Distinction
Waddell & Reed January 2013 - Present
DST Systems July 2010 - September 2012
Broadridge Financial Solutions July 2008 - July 2010
Investigo Corporation November 2003 - July 2008
Lincoln Financial Advisors February 1997 - November 2003
Skills
ChFC, CLU, Financial Services, Business Analysis, Process Improvement, Mutual Funds, Project Management, Entrepreneurship..., Start-up Ventures, Strategic Financial..., Asset Managment, Series 24, Insurance, SDLC, Securities, 401k, Series 7, Series 63, Series 65, Scrum Product Owner, Private Pilot
Education
Indiana Wesleyan University
MBA, Business Administration, Management and Operations, Highest Distinction - Class Leadership Award
Indiana University-Purdue University at Fort Wayne
Bachelor of Science, Finance, Highest Distinction
Nicholas Maly Nicholas Maly's Waddell & Reed Experience March 2011 - May 2011
Job Financial Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments September 2013 - Present
Levy Restaurants September 2009 - Present
AXA Advisors December 2011 - September 2013
Waddell & Reed March 2011 - May 2011
Skyhawks Sports Academy June 2006 - August 2010
Bungalow Bar May 2009 - August 2009
Skills
Personal Financial..., Retirement Planning, Life Insurance, Investment Strategies, Portfolio Management, Pensions
Education
Johnson & Wales University-Denver 2008 — 2011
Bachelor of Applied Science (B.A.Sc.), Finance and Financial Management Services
Mayville State University 2006 — 2008
Business Administration and Management, General
Fidelity Investments September 2013 - Present
Levy Restaurants September 2009 - Present
AXA Advisors December 2011 - September 2013
Waddell & Reed March 2011 - May 2011
Skyhawks Sports Academy June 2006 - August 2010
Bungalow Bar May 2009 - August 2009
Skills
Personal Financial..., Retirement Planning, Life Insurance, Investment Strategies, Portfolio Management, Pensions
Education
Johnson & Wales University-Denver 2008 — 2011
Bachelor of Applied Science (B.A.Sc.), Finance and Financial Management Services
Mayville State University 2006 — 2008
Business Administration and Management, General
Daiji Wada, QKA's Waddell & Reed Experience March 2005 - July 2008
Job Retirement Plan Consultant at American Pension Advisors, Ltd.
Industry Financial Services
Experience
American Pension Advisors, Ltd. August 2008 - Present
Waddell & Reed March 2005 - July 2008
Skills
401k, Defined Benefit, Retirement, Pensions, Series 6, Series 65, Series 63, Japanese, Financial Planning, Retirement Planning, Mutual Funds, Investment Advisory, ERISA, Asset Allocation, IRA's, Investments, Financial Advisory, Employee Benefits, Wealth Management, Investment Strategies, Plan Design, Group Benefits, Retirement Services, Asset Management, Profit Sharing, Retirement Plan..., FINRA
Education
Indiana State University 2000 — 2004
B.S., Economics
American Pension Advisors, Ltd. August 2008 - Present
Waddell & Reed March 2005 - July 2008
Skills
401k, Defined Benefit, Retirement, Pensions, Series 6, Series 65, Series 63, Japanese, Financial Planning, Retirement Planning, Mutual Funds, Investment Advisory, ERISA, Asset Allocation, IRA's, Investments, Financial Advisory, Employee Benefits, Wealth Management, Investment Strategies, Plan Design, Group Benefits, Retirement Services, Asset Management, Profit Sharing, Retirement Plan..., FINRA
Education
Indiana State University 2000 — 2004
B.S., Economics
Jon McQueen Jon McQueen's Waddell & Reed Experience June 2008 - April 2015
Job Report Analyst at TruHome Solutions, LLC
Industry Investment Management
Experience
TruHome Solutions, LLC April 2015 - Present
Waddell & Reed June 2008 - April 2015
Embarq May 2006 - November 2007
Sprint October 2004 - May 2006
Skills
Process Improvement, Microsoft Excel, Microsoft Word, Crystal Reports, SQL, Analysis, Charles River, InvestOne, UltraEdit, SnagIt, Query Analyzer, Bloomberg Terminal, Visio, Invoicing, Excel, Word, PowerPoint, Invest One, SQL DB2
Education
The University of Kansas 2001 — 2003
BS, Business Administration
Johnson County Community College 1999 — 2001
Business
TruHome Solutions, LLC April 2015 - Present
Waddell & Reed June 2008 - April 2015
Embarq May 2006 - November 2007
Sprint October 2004 - May 2006
Skills
Process Improvement, Microsoft Excel, Microsoft Word, Crystal Reports, SQL, Analysis, Charles River, InvestOne, UltraEdit, SnagIt, Query Analyzer, Bloomberg Terminal, Visio, Invoicing, Excel, Word, PowerPoint, Invest One, SQL DB2
Education
The University of Kansas 2001 — 2003
BS, Business Administration
Johnson County Community College 1999 — 2001
Business
Ann Keenan's Waddell & Reed Experience 1989 - 1990
Job Requirements Analyst | Project Management | Mentor | Process Improvement | Software Engineer | Testing
Industry Telecommunications
Experience
Sprint April 1990 - Present
Waddell & Reed 1989 - 1990
Skills
Cross-functional Team..., Process Improvement, Vendor Management, Telecommunications, Integration, Wireless, Testing, Team Leadership, Business Analysis, Program Management, SDLC, Budgets, Account Management, Product Management, Project Management, Leadership, Requirements Analysis, Requirements Gathering, Visio, Software Project..., Software Development, Software Testing
Education
Kansas State University
Bachelor of Science in Computer Information Systems & Bachelor of Science in Business Administration, Computer Science and Accounting
Washburn University
Computer Science, Accounting and Music
Sprint April 1990 - Present
Waddell & Reed 1989 - 1990
Skills
Cross-functional Team..., Process Improvement, Vendor Management, Telecommunications, Integration, Wireless, Testing, Team Leadership, Business Analysis, Program Management, SDLC, Budgets, Account Management, Product Management, Project Management, Leadership, Requirements Analysis, Requirements Gathering, Visio, Software Project..., Software Development, Software Testing
Education
Kansas State University
Bachelor of Science in Computer Information Systems & Bachelor of Science in Business Administration, Computer Science and Accounting
Washburn University
Computer Science, Accounting and Music
Julia Boggs, MBA's Waddell & Reed Experience June 2010 - April 2011
Job Agent Partnered with Corey Powell at Farm Bureau Financial Services
Industry Financial Services
Experience
Farm Bureau Financial Services January 2015 - Present
Primerica Financial December 2013 - September 2014
Duckwall Alco January 2012 - June 2013
INTRUST Bank March 2011 - October 2011
Waddell & Reed June 2010 - April 2011
Renaissance Financial October 2008 - February 2010
Skills
Sales, Customer Service, Business Analysis, Analytical Skills, Series 7, Process Improvement, Series 66, Life and Health, Team, Knowledge Management, Negotiation, New Business..., Merchandising, Management, Vision, Coaching, Projects, Marketing, Investments, Stocks, Fashion, Key Performance..., Key Account Management, Communication, Quality Management, Workflow, Workshops, Expenses, Employment, Trends, Targets, Trading, Sales Operations, Client, Collections, Competition, Credit, Valuation, Business, B2B, Best Practices, Networking, New Business Development, Hospitality, Job Descriptions, New Hires, Restaurants, Inventory Management, Sales Management, Training
Education
Chapman High School 1991 — 1995
Diploma, Business
Kansas State University
Bachelor of Science (B.S.), Business Administration, Concentration in Human Resources
Kansas State University
MBA, Business, Management, Marketing, and Related Support Services
Kansas State University
Organizational Leadership Certificate, Business Administration and Management, General
Farm Bureau Financial Services January 2015 - Present
Primerica Financial December 2013 - September 2014
Duckwall Alco January 2012 - June 2013
INTRUST Bank March 2011 - October 2011
Waddell & Reed June 2010 - April 2011
Renaissance Financial October 2008 - February 2010
Skills
Sales, Customer Service, Business Analysis, Analytical Skills, Series 7, Process Improvement, Series 66, Life and Health, Team, Knowledge Management, Negotiation, New Business..., Merchandising, Management, Vision, Coaching, Projects, Marketing, Investments, Stocks, Fashion, Key Performance..., Key Account Management, Communication, Quality Management, Workflow, Workshops, Expenses, Employment, Trends, Targets, Trading, Sales Operations, Client, Collections, Competition, Credit, Valuation, Business, B2B, Best Practices, Networking, New Business Development, Hospitality, Job Descriptions, New Hires, Restaurants, Inventory Management, Sales Management, Training
Education
Chapman High School 1991 — 1995
Diploma, Business
Kansas State University
Bachelor of Science (B.S.), Business Administration, Concentration in Human Resources
Kansas State University
MBA, Business, Management, Marketing, and Related Support Services
Kansas State University
Organizational Leadership Certificate, Business Administration and Management, General
Carrie Ohm's Waddell & Reed Experience October 2012 - Present
Job
Industry Financial Services
Experience
Waddell & Reed October 2012 - Present
Waddell & Reed, Inc. December 2005 - October 2012
AppleOne May 2003 - December 2005
Downtown Manhattan 2001 - 2003
Skills
Applicant Tracking..., Talent Acquisition, Recruiting, College Recruiting, Internet Recruiting, Cold Calling, Executive Search, Sourcing, Onboarding, Human Resources, Sales, Employee Relations
Education
Kansas State University
Bachelors, Family Financial Planning
Waddell & Reed October 2012 - Present
Waddell & Reed, Inc. December 2005 - October 2012
AppleOne May 2003 - December 2005
Downtown Manhattan 2001 - 2003
Skills
Applicant Tracking..., Talent Acquisition, Recruiting, College Recruiting, Internet Recruiting, Cold Calling, Executive Search, Sourcing, Onboarding, Human Resources, Sales, Employee Relations
Education
Kansas State University
Bachelors, Family Financial Planning
Tim Gump, CFP's Waddell & Reed Experience January 2001 - November 2003
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Frost Bank August 2015 - Present
Ameriprise Financial Services, Inc. February 2014 - Present
USAA November 2003 - February 2014
Waddell & Reed January 2001 - November 2003
Education
The University of Kansas 1988 — 1990
Master's degree, Public Administration
Indiana University Bloomington 1984 — 1988
Bachelor of Arts (B.A.), Journalism
Frost Bank August 2015 - Present
Ameriprise Financial Services, Inc. February 2014 - Present
USAA November 2003 - February 2014
Waddell & Reed January 2001 - November 2003
Education
The University of Kansas 1988 — 1990
Master's degree, Public Administration
Indiana University Bloomington 1984 — 1988
Bachelor of Arts (B.A.), Journalism
Ashli Foust's Waddell & Reed Experience January 2014 - Present
Job Project Coordinator at Waddell & Reed
Industry Financial Services
Experience
Waddell & Reed January 2014 - Present
Waddell & Reed August 2012 - December 2013
Mitchem Companies July 2011 - August 2012
Mega Fab June 2008 - April 2011
Skills
Microsoft Office, Customer Service, Microsoft Excel, Microsoft Word, PowerPoint, Editing, Visio, Spreadsheets, Outlook, Human Resources, SharePoint, Analysis, Vendor Management
Education
Kansas State University 2004 — 2008
Bachelor of Arts (BA), Psychology
Waddell & Reed January 2014 - Present
Waddell & Reed August 2012 - December 2013
Mitchem Companies July 2011 - August 2012
Mega Fab June 2008 - April 2011
Skills
Microsoft Office, Customer Service, Microsoft Excel, Microsoft Word, PowerPoint, Editing, Visio, Spreadsheets, Outlook, Human Resources, SharePoint, Analysis, Vendor Management
Education
Kansas State University 2004 — 2008
Bachelor of Arts (BA), Psychology
Katie Opsal Katie Opsal's Waddell & Reed Experience December 2012 - May 2014
Job Homemaker
Industry Financial Services
Experience
Opsal Home May 2014 - Present
Waddell & Reed December 2012 - May 2014
Nationwide Insurance March 2011 - November 2012
Nationwide Insurance October 2008 - March 2011
Nationwide Insurance June 2005 - October 2008
Skills
Quality Assurance, Organization, Constructive Feedback, Conflict Resolution, Property & Casualty..., Quality Auditing, Feedback
Education
Iowa State University 2001 — 2005
Bachelor of Science (B.S.), Business Administration and Management, General
Opsal Home May 2014 - Present
Waddell & Reed December 2012 - May 2014
Nationwide Insurance March 2011 - November 2012
Nationwide Insurance October 2008 - March 2011
Nationwide Insurance June 2005 - October 2008
Skills
Quality Assurance, Organization, Constructive Feedback, Conflict Resolution, Property & Casualty..., Quality Auditing, Feedback
Education
Iowa State University 2001 — 2005
Bachelor of Science (B.S.), Business Administration and Management, General
Chris Cottingham Chris Cottingham's Waddell & Reed Experience March 2014 - August 2015
Job Executive Promoter at ViSalus
Industry Information Technology and Services
Experience
Zurich North America August 2015 - Present
ViSalus December 2012 - Present
Waddell & Reed March 2014 - August 2015
The Kansas City Southern Railway Company September 2013 - February 2014
Topaz Shared Services October 2012 - September 2013
YWAM Colorado Springs April 2011 - October 2012
JP Morgan Chase December 2009 - February 2011
AMC Theatres 2007 - 2009
Embarq 2006 - 2007
Sprint 1997 - 2006
Skills
SDLC, Business Analysis, Project Management, Visio, SharePoint, Vendor Management, Management, Systems Analysis, System Architecture, Software Implementation, Software Integrations, Software Project..., Web Design, Web Development, Requirements Gathering, Requirements Analysis, Process Management, Process Improvement, BPMN, Business Intelligence, Data Modeling, Data Warehousing, MS Project, Analytics, HTML, CSS, Java, JavaScript, PHP, Flash, ActionScript, SQL, Microsoft Office, Integration, Agile Methodologies
Education
Johnson County Community College 2015 — 2017
Associate of Arts and Sciences (A.A.S.), Computer Science
Johnson County Community College 2007 — 2007
Certification, Web Design
Oklahoma State University 1993 — 1995
Bachelor of Science, Finance
Zurich North America August 2015 - Present
ViSalus December 2012 - Present
Waddell & Reed March 2014 - August 2015
The Kansas City Southern Railway Company September 2013 - February 2014
Topaz Shared Services October 2012 - September 2013
YWAM Colorado Springs April 2011 - October 2012
JP Morgan Chase December 2009 - February 2011
AMC Theatres 2007 - 2009
Embarq 2006 - 2007
Sprint 1997 - 2006
Skills
SDLC, Business Analysis, Project Management, Visio, SharePoint, Vendor Management, Management, Systems Analysis, System Architecture, Software Implementation, Software Integrations, Software Project..., Web Design, Web Development, Requirements Gathering, Requirements Analysis, Process Management, Process Improvement, BPMN, Business Intelligence, Data Modeling, Data Warehousing, MS Project, Analytics, HTML, CSS, Java, JavaScript, PHP, Flash, ActionScript, SQL, Microsoft Office, Integration, Agile Methodologies
Education
Johnson County Community College 2015 — 2017
Associate of Arts and Sciences (A.A.S.), Computer Science
Johnson County Community College 2007 — 2007
Certification, Web Design
Oklahoma State University 1993 — 1995
Bachelor of Science, Finance
Suellen Gawiser's Waddell & Reed Experience 1994 - 1995
Job Senior Property Accountant at Campus Advantage
Industry Accounting
Experience
Campus Advantage July 2013 - Present
Epicor Software February 2013 - May 2013
Main Street Renewal, LLC November 2012 - December 2012
ICC Austin 2000 - 2004
Concord Management 1997 - 2000
National MS Society 1996 - 1997
Waddell & Reed 1994 - 1995
General Mills 1993 - 1994
Skills
Forecasting, Process Improvement, Month End Close, Variance Analysis, Budgeting, Microsoft Excel, Communication Skills, Software Conversions, Teamwork, Internal Controls, Supporting Schedules, Intercompany..., Business Analysis, Training, Creating Efficiencies
Education
Indiana University Bloomington 1988 — 1992
BS with Distinction, Honors in Accounting
Indiana University Bloomington
BS, Accounting
Campus Advantage July 2013 - Present
Epicor Software February 2013 - May 2013
Main Street Renewal, LLC November 2012 - December 2012
ICC Austin 2000 - 2004
Concord Management 1997 - 2000
National MS Society 1996 - 1997
Waddell & Reed 1994 - 1995
General Mills 1993 - 1994
Skills
Forecasting, Process Improvement, Month End Close, Variance Analysis, Budgeting, Microsoft Excel, Communication Skills, Software Conversions, Teamwork, Internal Controls, Supporting Schedules, Intercompany..., Business Analysis, Training, Creating Efficiencies
Education
Indiana University Bloomington 1988 — 1992
BS with Distinction, Honors in Accounting
Indiana University Bloomington
BS, Accounting
Carol Mathews Carol Mathews's Waddell & Reed Experience September 2012 - Present
Job Business Systems Analyst at Waddell & Reed
Industry Information Technology and Services
Experience
Waddell & Reed September 2012 - Present
VML August 2011 - September 2012
RiverPoint May 2011 - August 2011
Accountemps April 2011 - May 2011
Geek Stuff, Inc January 1999 - December 2010
Principal Financial Group 1996 - December 1998
State of Iowa 1994 - 1996
Newtrend 1991 - 1994
Skills
SharePoint, Unix, Visio, Business Analysis, Web Analytics, Requirements Analysis, Problem Solving, Microsoft Excel, Interactive Marketing, Microsoft Word, Agile Methodologies, Databases, Excel, Word, Pivot Tables, RFP, Requirements Gathering, Regulatory Requirements, Presentations, Tableau, Data Visualization, Data Analysis, Big Data Analytics, SDLC, Project Management
Education
Rockhurst University 2014 — 2017
Master of Business Administration (MBA), MBA with a BI Concentration; Estimated Graduation--Spring 2017, 3.85 GPA
Iowa State University - College of Business
B.A., Business Management
Waddell & Reed September 2012 - Present
VML August 2011 - September 2012
RiverPoint May 2011 - August 2011
Accountemps April 2011 - May 2011
Geek Stuff, Inc January 1999 - December 2010
Principal Financial Group 1996 - December 1998
State of Iowa 1994 - 1996
Newtrend 1991 - 1994
Skills
SharePoint, Unix, Visio, Business Analysis, Web Analytics, Requirements Analysis, Problem Solving, Microsoft Excel, Interactive Marketing, Microsoft Word, Agile Methodologies, Databases, Excel, Word, Pivot Tables, RFP, Requirements Gathering, Regulatory Requirements, Presentations, Tableau, Data Visualization, Data Analysis, Big Data Analytics, SDLC, Project Management
Education
Rockhurst University 2014 — 2017
Master of Business Administration (MBA), MBA with a BI Concentration; Estimated Graduation--Spring 2017, 3.85 GPA
Iowa State University - College of Business
B.A., Business Management
Ivan Griffin's Waddell & Reed Experience August 2004 - February 2006
Job Entrepreneur
Industry Sporting Goods
Experience
Lifeguard Youth Development November 2009 - December 2010
RBE, LLC Insurance Agency April 2007 - October 2009
I W Griffin, LLC August 2006 - April 2007
Waddell & Reed August 2004 - February 2006
Osco Drug June 2000 - July 2004
Education
Kansas State University 1991 — 1997
BS, Physical Science
Lifeguard Youth Development November 2009 - December 2010
RBE, LLC Insurance Agency April 2007 - October 2009
I W Griffin, LLC August 2006 - April 2007
Waddell & Reed August 2004 - February 2006
Osco Drug June 2000 - July 2004
Education
Kansas State University 1991 — 1997
BS, Physical Science
Vivian Dexter's Waddell & Reed Experience June 2011 - Present
Job Problem Resolution Associate at Waddell & Reed
Industry Financial Services
Experience
Waddell & Reed June 2011 - Present
Sprint Nextel Corporation January 1999 - March 2009
GE Capital January 1997 - January 1998
GE Capital January 1992 - January 1997
GE Capital January 1990 - January 1992
GE Capital January 1983 - January 1990
GE Capital January 1979 - January 1983
Skills
Team Leadership, Instructional Design, Process Improvement, Vendor Management, PeopleSoft
Education
Kansas State University
Bachelor of Science, Education
Office Edge Learning Center
Microsoft Office Pro Specialist
Waddell & Reed June 2011 - Present
Sprint Nextel Corporation January 1999 - March 2009
GE Capital January 1997 - January 1998
GE Capital January 1992 - January 1997
GE Capital January 1990 - January 1992
GE Capital January 1983 - January 1990
GE Capital January 1979 - January 1983
Skills
Team Leadership, Instructional Design, Process Improvement, Vendor Management, PeopleSoft
Education
Kansas State University
Bachelor of Science, Education
Office Edge Learning Center
Microsoft Office Pro Specialist
Kyle Walters's Waddell & Reed Experience November 2008 - July 2010
Job Real Estate Agent
Industry Real Estate
Experience
Pia Friend Realty August 2012 - Present
Waddell & Reed November 2008 - July 2010
Cold Stone Creamery May 2007 - April 2008
Heartland Presbyterian Center May 2003 - August 2005
Skills
Real Estate, Investment Properties, Selling, Finance, Investments, Management, Small Business, Marketing, Sales, Microsoft Office
Education
Kansas State University 2002 — 2007
Music, Finance, Journalism
Kansas State University
Pia Friend Realty August 2012 - Present
Waddell & Reed November 2008 - July 2010
Cold Stone Creamery May 2007 - April 2008
Heartland Presbyterian Center May 2003 - August 2005
Skills
Real Estate, Investment Properties, Selling, Finance, Investments, Management, Small Business, Marketing, Sales, Microsoft Office
Education
Kansas State University 2002 — 2007
Music, Finance, Journalism
Kansas State University
Christian Mikulski Christian Mikulski's Waddell & Reed Experience May 2014 - January 2015
Job Finance Intern at EMC
Industry Financial Services
Experience
EMC May 2015 - Present
Waddell & Reed May 2014 - January 2015
Domino's Pizza September 2009 - August 2013
Skills
PowerPoint, Microsoft Word, Microsoft Excel, Customer Service, Time Management, Organization, Team Leadership, Leadership, Event Planning, Social Networking, Communication, Sales, Public Speaking, Teamwork
Education
Isenberg School of Management, UMass Amherst 2013 — 2017
Bachelor of Business Administration (BBA), Finance, General
Commonwealth Honors College at University of Massachusetts 2013 — 2017
Finance, General
Burlington High School 2009 — 2013
EMC May 2015 - Present
Waddell & Reed May 2014 - January 2015
Domino's Pizza September 2009 - August 2013
Skills
PowerPoint, Microsoft Word, Microsoft Excel, Customer Service, Time Management, Organization, Team Leadership, Leadership, Event Planning, Social Networking, Communication, Sales, Public Speaking, Teamwork
Education
Isenberg School of Management, UMass Amherst 2013 — 2017
Bachelor of Business Administration (BBA), Finance, General
Commonwealth Honors College at University of Massachusetts 2013 — 2017
Finance, General
Burlington High School 2009 — 2013
Elisha Hasselman's Waddell & Reed Experience December 1997 - May 2003
Job Client Relationship Manager
Industry Banking
Experience
UMB Bank November 2004 - Present
USD305 August 2003 - October 2004
Waddell & Reed December 1997 - May 2003
Skills
Customer Service, Consumer Lending, Commercial Banking, Loans, Retail Banking, Home Equity Lines of..., Banking, Cross Selling, Personal Banking, Coaching, Customer Satisfaction, Mortgage Lending, CRM, Commercial Lending
Education
Kansas State University 1998 — 2003
Bachelor's degree, Family and Consumer Sciences/Human Sciences Business Services
UMB Bank November 2004 - Present
USD305 August 2003 - October 2004
Waddell & Reed December 1997 - May 2003
Skills
Customer Service, Consumer Lending, Commercial Banking, Loans, Retail Banking, Home Equity Lines of..., Banking, Cross Selling, Personal Banking, Coaching, Customer Satisfaction, Mortgage Lending, CRM, Commercial Lending
Education
Kansas State University 1998 — 2003
Bachelor's degree, Family and Consumer Sciences/Human Sciences Business Services
Christopher Meldon's Waddell & Reed Experience April 2011 - January 2012
Job agent at Bankers Life and Casualty Company
Industry Financial Services
Experience
Bankers Life and Casualty August 2012 - Present
Colonial Penn August 2012 - Present
Waddell & Reed April 2011 - January 2012
Mobile Line Communications March 1997 - April 2009
Skills
Medicare specialist, Annuity Specialist, Long Term Care Insurance, Short Term Care..., Conservative Investment..., Tax Sheltered Investing, Medical Insurance..., Licensed Life, Health,...
Education
Indiana University Bloomington 1967 — 1971
B.A., Political Science & Urban Studies
Bankers Life and Casualty August 2012 - Present
Colonial Penn August 2012 - Present
Waddell & Reed April 2011 - January 2012
Mobile Line Communications March 1997 - April 2009
Skills
Medicare specialist, Annuity Specialist, Long Term Care Insurance, Short Term Care..., Conservative Investment..., Tax Sheltered Investing, Medical Insurance..., Licensed Life, Health,...
Education
Indiana University Bloomington 1967 — 1971
B.A., Political Science & Urban Studies
Dawn Anthony's Waddell & Reed Experience July 1995 - August 1998
Job Owner at Dawn Anthony Tax & Accounting Services
Industry Accounting
Experience
Dawn Anthony Tax & Accounting Services October 2011 - Present
Anthony Money Management and Accounting Services, LLC August 2010 - Present
H&R Block January 2006 - April 2010
Waddell & Reed Financial Services August 1998 - January 2009
Waddell & Reed July 1995 - August 1998
Skills
Accounting, Tax Preparation, QuickBooks, Payroll, Tax, Bookkeeping, Tax Returns, Management, Cash Management, Finance, Small Business, Corporate Tax, Financial Analysis, Financial Statements, General Ledger, Insurance, Microsoft Excel
Education
Indiana University-Purdue University at Indianapolis 1979 — 1981
Accounting
Maplewoods Community College 1978 — 1979
Accounting
Dawn Anthony Tax & Accounting Services October 2011 - Present
Anthony Money Management and Accounting Services, LLC August 2010 - Present
H&R Block January 2006 - April 2010
Waddell & Reed Financial Services August 1998 - January 2009
Waddell & Reed July 1995 - August 1998
Skills
Accounting, Tax Preparation, QuickBooks, Payroll, Tax, Bookkeeping, Tax Returns, Management, Cash Management, Finance, Small Business, Corporate Tax, Financial Analysis, Financial Statements, General Ledger, Insurance, Microsoft Excel
Education
Indiana University-Purdue University at Indianapolis 1979 — 1981
Accounting
Maplewoods Community College 1978 — 1979
Accounting
Naomi (DiNello) Minnich Naomi (DiNello) Minnich's Waddell & Reed Experience August 2008 - June 2014
Job User Experience Research Director, Allstate
Industry Information Technology and Services
Experience
Waddell & Reed August 2008 - June 2014
VML 2005 - 2007
Cerner Corporation 2001 - 2005
Hewitt Associates 1901 - 2000
Ipsos Understanding UnLtd. 1901 - 2000
Skills
Information Architecture, Usability, Interaction Design, User Experience, Mobile Design, User-centered Design, User Interface Design, User Interface, Usability Testing, Heuristic Evaluation, Wire Framing, Visio, Usability Engineering, Requirements Gathering, User Research, Card Sorting, Wireframes, User Scenarios, OmniGraffle, Persona, User Experience Design, Task Analysis, Axure, Agile Project Management, SDLC
Education
Indiana University Bloomington 1995 — 1997
Master's Degree, Masters of Information Science (HCI)
Loyola University of Chicago 1989 — 1992
Bachelor's Degree
Waddell & Reed August 2008 - June 2014
VML 2005 - 2007
Cerner Corporation 2001 - 2005
Hewitt Associates 1901 - 2000
Ipsos Understanding UnLtd. 1901 - 2000
Skills
Information Architecture, Usability, Interaction Design, User Experience, Mobile Design, User-centered Design, User Interface Design, User Interface, Usability Testing, Heuristic Evaluation, Wire Framing, Visio, Usability Engineering, Requirements Gathering, User Research, Card Sorting, Wireframes, User Scenarios, OmniGraffle, Persona, User Experience Design, Task Analysis, Axure, Agile Project Management, SDLC
Education
Indiana University Bloomington 1995 — 1997
Master's Degree, Masters of Information Science (HCI)
Loyola University of Chicago 1989 — 1992
Bachelor's Degree
Thomas Laming's Waddell & Reed Experience June 1990 - January 1993
Job Sr. Vice President Lead Small Cap Portfolio Manager
Industry Financial Services
Experience
Scout Investments July 2009 - Present
TrendStar Advisors, LLC, Overland Park, Kansas August 2003 - June 2009
Kornitzer Capital Management, Inc. January 1993 - August 2003
Waddell & Reed June 1990 - January 1993
Salomon Brothers May 1989 - December 1989
Lockheed Martin May 1987 - August 1988
TRW, Inc. August 1984 - May 1987
Draper Laboratory July 1983 - August 1984
TRW, Inc. June 1981 - December 1982
Skills
Equities, Portfolio Management, Financial Modeling, Equity Research, Investments, Mutual Funds, Board of Directors, Advisory Boards, Alternative Investments, Options Strategies, Fixed Income, Investment Strategies, Investment Management, Asset Allocation
Education
Massachusetts Institute of Technology 1983 — 1984
SM, Aeronautics and Astronautics
University of Kansas 1977 — 1981
BS - with Highest Distinction, Physics
Indiana University Bloomington 1988 — 1990
MBA, Finance
Scout Investments July 2009 - Present
TrendStar Advisors, LLC, Overland Park, Kansas August 2003 - June 2009
Kornitzer Capital Management, Inc. January 1993 - August 2003
Waddell & Reed June 1990 - January 1993
Salomon Brothers May 1989 - December 1989
Lockheed Martin May 1987 - August 1988
TRW, Inc. August 1984 - May 1987
Draper Laboratory July 1983 - August 1984
TRW, Inc. June 1981 - December 1982
Skills
Equities, Portfolio Management, Financial Modeling, Equity Research, Investments, Mutual Funds, Board of Directors, Advisory Boards, Alternative Investments, Options Strategies, Fixed Income, Investment Strategies, Investment Management, Asset Allocation
Education
Massachusetts Institute of Technology 1983 — 1984
SM, Aeronautics and Astronautics
University of Kansas 1977 — 1981
BS - with Highest Distinction, Physics
Indiana University Bloomington 1988 — 1990
MBA, Finance
Gregg Pfister, CFA, PMP's Waddell & Reed Experience 1996 - 1996
Job Auctioneer, Realtor, eBay PowerSeller
Industry Marketing and Advertising
Experience
Sunflower Auction 1999 - Present
Google 2012 - 2012
Black & Veatch 2010 - 2012
CNBS, LLC 2000 - 2001
Amundi Smith Breeden 1998 - 2000
Waddell & Reed 1996 - 1996
Skills
Construction, Contract Management, Project Management, Engineering, Contract Negotiation, Risk Management, Management, Change Management, Civil Engineering, Strategic Planning, Team Building, Microsoft Office, Negotiation, Business Strategy, Wireless, Telecommunications, Project Planning, CPM Scheduling, Process Improvement, Construction Management
Education
Kansas State University 1995 — 1997
M.B.A., Finance
Kansas State University 1990 — 1994
B.S., Electrical Engineering
Sunflower Auction 1999 - Present
Google 2012 - 2012
Black & Veatch 2010 - 2012
CNBS, LLC 2000 - 2001
Amundi Smith Breeden 1998 - 2000
Waddell & Reed 1996 - 1996
Skills
Construction, Contract Management, Project Management, Engineering, Contract Negotiation, Risk Management, Management, Change Management, Civil Engineering, Strategic Planning, Team Building, Microsoft Office, Negotiation, Business Strategy, Wireless, Telecommunications, Project Planning, CPM Scheduling, Process Improvement, Construction Management
Education
Kansas State University 1995 — 1997
M.B.A., Finance
Kansas State University 1990 — 1994
B.S., Electrical Engineering
Russ Swanson, CLTC Russ Swanson, CLTC's Waddell & Reed Experience March 2008 - July 2008
Job Independent Insurance Agent/Financial Services Professional
Industry Financial Services
Experience
First Insurance Enterprise July 2008 - Present
Waddell & Reed March 2008 - July 2008
Bankers Life and Casualty March 2007 - March 2008
Education
Iowa State University 1976 — 1978
First Insurance Enterprise July 2008 - Present
Waddell & Reed March 2008 - July 2008
Bankers Life and Casualty March 2007 - March 2008
Education
Iowa State University 1976 — 1978
Melissa Klein's Waddell & Reed Experience March 2012 - May 2013
Job Talent Acquisition Specialist at Kansas State University
Industry Human Resources
Experience
Kansas State University February 2015 - Present
Flint Hills Job Corps June 2013 - November 2014
Waddell & Reed March 2012 - May 2013
Waddell & Reed July 2011 - March 2012
St. Francis Community Services-Family Preservation January 2011 - May 2011
Pawnee Mental Health Services June 2009 - August 2009
Boys and Girls Clubs of America March 2008 - May 2008
Plaza Living Center January 2001 - August 2006
Skills
Microsoft Office, Public Speaking, Customer Service, Leadership, Training, Research, Microsoft Excel, Human Resources, Access, Time Management, Problem Solving, PowerPoint, Microsoft Word, Recruiting, Social Networking, Talent Acquisition, Outlook, Social Media, Critical Thinking, Onboarding, Team Building
Education
Kansas State University 2012 — 2014
Master's degree, Industrial and Organizational Psychology
Kansas State University 2007 — 2011
Bachelors of Science, Psychology
Kansas State University February 2015 - Present
Flint Hills Job Corps June 2013 - November 2014
Waddell & Reed March 2012 - May 2013
Waddell & Reed July 2011 - March 2012
St. Francis Community Services-Family Preservation January 2011 - May 2011
Pawnee Mental Health Services June 2009 - August 2009
Boys and Girls Clubs of America March 2008 - May 2008
Plaza Living Center January 2001 - August 2006
Skills
Microsoft Office, Public Speaking, Customer Service, Leadership, Training, Research, Microsoft Excel, Human Resources, Access, Time Management, Problem Solving, PowerPoint, Microsoft Word, Recruiting, Social Networking, Talent Acquisition, Outlook, Social Media, Critical Thinking, Onboarding, Team Building
Education
Kansas State University 2012 — 2014
Master's degree, Industrial and Organizational Psychology
Kansas State University 2007 — 2011
Bachelors of Science, Psychology
Lisa Homer Lisa Homer's Waddell & Reed Experience 2008 - Present
Job
Industry Financial Services
Experience
TLH R.E. Properties LLC 2014 - Present
Washington Republican Women 2013 - Present
Waddell & Reed 2008 - Present
Education
Portland State University 1991 — 1994
Bachelor of Engineering (B.E.), Engineering
ITT Technical Institute-Portland 1990 — 1992
Associate of Arts and Sciences (AAS), Engineering
TLH R.E. Properties LLC 2014 - Present
Washington Republican Women 2013 - Present
Waddell & Reed 2008 - Present
Education
Portland State University 1991 — 1994
Bachelor of Engineering (B.E.), Engineering
ITT Technical Institute-Portland 1990 — 1992
Associate of Arts and Sciences (AAS), Engineering
Gretchen Rodriguez's Waddell & Reed Experience June 2004 - July 2006
Job Business
Industry Cosmetics
Experience
Mary Kay Inc. February 1999 - Present
Waddell & Reed June 2004 - July 2006
Gap Inc./ Banana Republic January 2003 - May 2004
Skills
Customer Service, Marketing Strategy, Team Building, Marketing, Retail
Education
Kansas State University 1999 — 2004
Bachelor’s Degree, Family and Consumer Economics and Related Studies
Kansas State University 1999 — 2004
Bachelor's degree, Consumer Economics with and emphasis in Financial
Mary Kay Inc. February 1999 - Present
Waddell & Reed June 2004 - July 2006
Gap Inc./ Banana Republic January 2003 - May 2004
Skills
Customer Service, Marketing Strategy, Team Building, Marketing, Retail
Education
Kansas State University 1999 — 2004
Bachelor’s Degree, Family and Consumer Economics and Related Studies
Kansas State University 1999 — 2004
Bachelor's degree, Consumer Economics with and emphasis in Financial
Laurie Marlowe Laurie Marlowe's Waddell & Reed Experience October 2012 - Present
Job ServiceNow Administrator at Westar Energy
Industry Computer Software
Experience
Westar Energy November 2014 - Present
Waddell & Reed October 2012 - Present
General Dynamics Information Technology May 2001 - October 2012
Sallie Mae Loan Servicing July 1999 - March 2001
Other June 1999 - July 1999
Skills
Software Configuration..., Configuration Management, SDLC, Software Documentation, Change Management, Process Improvement, Information Technology, Training, Quality Assurance, Agile Methodologies, Information Management, End User Training, Foreign Languages, System Administration, Technical Documentation, Visual Arts, Microsoft Office, Technical Support, Team Leadership, Mixed Media, Found Objects, Fiber Arts, Shibori, Enamel, Silversmithing, PMC, Ceramic Sculpture, Fused Glass, CMMI, Business Analysis, Program Management, Project Management, SharePoint, Software Development
Education
University of Kansas 1990 — 1993
Bachelor's degree, Environmental Studies
Kansas City Kansas Community College 1982 — 1986
Associate of Arts and Sciences (AAS), Liberal Arts and Sciences/Liberal Studies, Cum Laude
Westar Energy November 2014 - Present
Waddell & Reed October 2012 - Present
General Dynamics Information Technology May 2001 - October 2012
Sallie Mae Loan Servicing July 1999 - March 2001
Other June 1999 - July 1999
Skills
Software Configuration..., Configuration Management, SDLC, Software Documentation, Change Management, Process Improvement, Information Technology, Training, Quality Assurance, Agile Methodologies, Information Management, End User Training, Foreign Languages, System Administration, Technical Documentation, Visual Arts, Microsoft Office, Technical Support, Team Leadership, Mixed Media, Found Objects, Fiber Arts, Shibori, Enamel, Silversmithing, PMC, Ceramic Sculpture, Fused Glass, CMMI, Business Analysis, Program Management, Project Management, SharePoint, Software Development
Education
University of Kansas 1990 — 1993
Bachelor's degree, Environmental Studies
Kansas City Kansas Community College 1982 — 1986
Associate of Arts and Sciences (AAS), Liberal Arts and Sciences/Liberal Studies, Cum Laude
Jarrod Jacobi, AWMA® Jarrod Jacobi, AWMA®'s Waddell & Reed Experience May 2011 - October 2012
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors October 2012 - Present
Waddell & Reed May 2011 - October 2012
SCM Advisors LLC November 1996 - August 2009
Schonfeld Securities January 1996 - July 1996
CMJ Partners, LLC. September 1994 - January 1996
Skills
Equities, Trading, Equity Trading, Finance, Hedge Funds, Financial Services, Options, Management, Insurance, Project Planning
Education
Johnson and Wales University
Bachelor of Science
Johnson and Wales University
AOS, Culinary Arts
Wells Fargo Advisors October 2012 - Present
Waddell & Reed May 2011 - October 2012
SCM Advisors LLC November 1996 - August 2009
Schonfeld Securities January 1996 - July 1996
CMJ Partners, LLC. September 1994 - January 1996
Skills
Equities, Trading, Equity Trading, Finance, Hedge Funds, Financial Services, Options, Management, Insurance, Project Planning
Education
Johnson and Wales University
Bachelor of Science
Johnson and Wales University
AOS, Culinary Arts
Brett Bacon's Waddell & Reed Experience July 2012 - December 2014
Job Financial Advisor at Lighthouse Financial Strategies specializing in Investments | Insurance | Retirement Planning
Industry Financial Services
Experience
Lighthouse Financial Strategies January 2015 - Present
Waddell & Reed July 2012 - December 2014
Bacon & Associate CPA, PA June 2010 - July 2012
Skills
Finance, Retirement Planning, Financial Planning, Leadership, Financial Advisory, Customer Service, Investments, Public Speaking, Financial Analysis, Marketing, Management, Microsoft Office, Microsoft Word, Insurance
Education
Kansas State University 2006 — 2011
Bachelor of Science (BS), Finance and Financial Management Services
Lighthouse Financial Strategies January 2015 - Present
Waddell & Reed July 2012 - December 2014
Bacon & Associate CPA, PA June 2010 - July 2012
Skills
Finance, Retirement Planning, Financial Planning, Leadership, Financial Advisory, Customer Service, Investments, Public Speaking, Financial Analysis, Marketing, Management, Microsoft Office, Microsoft Word, Insurance
Education
Kansas State University 2006 — 2011
Bachelor of Science (BS), Finance and Financial Management Services
Tony Aguilar's Waddell & Reed Experience January 2009 - June 2010
Job CoFounder & CEO, Student Loan Genius
Industry Internet
Experience
Student Loan Genius (Formerly Student Loan Benefits) June 2013 - Present
Amiti Advising December 2010 - Present
Concordia University Texas August 2014 - Present
Concordia University Texas September 2010 - Present
Campus Slice (Acquired) June 2012 - August 2013
Waddell & Reed January 2009 - June 2010
Ameriprise Financial Services, Inc. June 2008 - November 2008
Skills
Public Speaking, Start-ups, Strategic Planning, Marketing, Mentoring, Customer Service, Strategic Financial..., Finance, Blogging, Market Research, Facebook, Investment Strategies, Portfolio Management, Personal Budgeting, College Savings Plans, Debt-Repayment Plans, Credit Management, Entrepreneurship, Financial Analysis, Small Business, Social Networking, Fundraising, Social Media Marketing, Project Planning, Social Media, New Business Development, Management, Business Development, Online Marketing
Education
Indiana University - Kelley School of Business 2003 — 2007
Finance, Business Law, Economics
Student Loan Genius (Formerly Student Loan Benefits) June 2013 - Present
Amiti Advising December 2010 - Present
Concordia University Texas August 2014 - Present
Concordia University Texas September 2010 - Present
Campus Slice (Acquired) June 2012 - August 2013
Waddell & Reed January 2009 - June 2010
Ameriprise Financial Services, Inc. June 2008 - November 2008
Skills
Public Speaking, Start-ups, Strategic Planning, Marketing, Mentoring, Customer Service, Strategic Financial..., Finance, Blogging, Market Research, Facebook, Investment Strategies, Portfolio Management, Personal Budgeting, College Savings Plans, Debt-Repayment Plans, Credit Management, Entrepreneurship, Financial Analysis, Small Business, Social Networking, Fundraising, Social Media Marketing, Project Planning, Social Media, New Business Development, Management, Business Development, Online Marketing
Education
Indiana University - Kelley School of Business 2003 — 2007
Finance, Business Law, Economics
Matt Purdy Matt Purdy's Waddell & Reed Experience August 2007 - November 2007
Job Training Tour Manager at EF Education First
Industry Education Management
Experience
EF Education First December 2012 - Present
EF Education First August 2010 - December 2012
A2B Car Rentals September 2009 - March 2010
Chase January 2009 - June 2009
OppenheimerFunds November 2007 - January 2009
Waddell & Reed August 2007 - November 2007
Hibernian May 2007 - August 2007
Skills
Customer Service, Training, Leadership, Event Planning, Social Media, Sales, Event Management, Management, Marketing, Marketing Strategy, Public Speaking, PowerPoint, Social Media Marketing
Education
Johnson & Wales University-Denver 2004 — 2007
Bachelor's degree, Financial Services Management
EF Education First December 2012 - Present
EF Education First August 2010 - December 2012
A2B Car Rentals September 2009 - March 2010
Chase January 2009 - June 2009
OppenheimerFunds November 2007 - January 2009
Waddell & Reed August 2007 - November 2007
Hibernian May 2007 - August 2007
Skills
Customer Service, Training, Leadership, Event Planning, Social Media, Sales, Event Management, Management, Marketing, Marketing Strategy, Public Speaking, PowerPoint, Social Media Marketing
Education
Johnson & Wales University-Denver 2004 — 2007
Bachelor's degree, Financial Services Management
Kaitlin Tilley Kaitlin Tilley's Waddell & Reed Experience January 2011 - January 2011
Job Media Analyst at Keypath Education
Industry Marketing and Advertising
Experience
Keypath Education September 2013 - Present
Greater Kansas City Chamber of Commerce May 2013 - August 2013
Applebee's June 2008 - January 2013
Kingdom Marketing & Kingdom Lifestyle Publications May 2012 - August 2012
Morgan Hunter Healthcare, Inc. June 2010 - August 2011
Waddell & Reed January 2011 - January 2011
Skills
Customer Service, Marketing, Marketing Communications, Social Networking, Social Media Marketing, Microsoft Excel, Facebook, Advertising, Public Relations, Research, Data Analysis, Photoshop, Internet, Twitter, Sales, Microsoft Office, PowerPoint, Communication, Business, Business Strategy, Database Design, Joomla, Microsoft Word, Organization, Problem Solving, Strategic Planning, Windows, Face to Face Sales, Recommendation, CareerBuilder, Monster, Microsoft Outlook, Outlook
Education
Pittsburg State University 2010 — 2013
Bachelor of Business Administration (B.B.A.), Marketing, 3.5 GPA
Johnson County Community College 2010 — 2010
University of Kansas 2009 — 2009
Keypath Education September 2013 - Present
Greater Kansas City Chamber of Commerce May 2013 - August 2013
Applebee's June 2008 - January 2013
Kingdom Marketing & Kingdom Lifestyle Publications May 2012 - August 2012
Morgan Hunter Healthcare, Inc. June 2010 - August 2011
Waddell & Reed January 2011 - January 2011
Skills
Customer Service, Marketing, Marketing Communications, Social Networking, Social Media Marketing, Microsoft Excel, Facebook, Advertising, Public Relations, Research, Data Analysis, Photoshop, Internet, Twitter, Sales, Microsoft Office, PowerPoint, Communication, Business, Business Strategy, Database Design, Joomla, Microsoft Word, Organization, Problem Solving, Strategic Planning, Windows, Face to Face Sales, Recommendation, CareerBuilder, Monster, Microsoft Outlook, Outlook
Education
Pittsburg State University 2010 — 2013
Bachelor of Business Administration (B.B.A.), Marketing, 3.5 GPA
Johnson County Community College 2010 — 2010
University of Kansas 2009 — 2009
Sharon Lyerly's Waddell & Reed Experience April 2004 - April 2006
Job Senior Organizational Change Management Consultant
Industry Information Technology and Services
Experience
Independent Consulting via Andrew Reise Consulting March 2015 - Present
Independent Consulting at Lowe's Companies, Inc. February 2014 - March 2015
Independent Consulting via Navigator Management Partners August 2013 - February 2014
Independent Consulting via Andrew Reise Consulting April 2012 - August 2013
McKesson April 2010 - April 2012
The North Highland Company September 2006 - April 2010
Adams-Gabbert & Associates May 2006 - September 2006
Waddell & Reed April 2004 - April 2006
Capgemini (CGE&Y) 2002 - 2004
Cap Gemini Ernst & Young January 2001 - December 2002
Skills
Change Management, Change Leadership, Organizational Change, Internal Communications, Communications Strategy, Corporate Communications, Software Project..., Offshore Project..., Project Execution, ITIL, Six Sigma, Business Readiness, Organizational..., Organizational..., Project Management, Process Improvement, Business Process, Strategy, Business Intelligence, Leadership, CRM, PMO, SDLC, Program Management, Business Analysis, Stakeholder Management, Project Planning, Management, Governance, Organizational Design, Training, Performance Management, Management Consulting, Business Transformation, Analysis, Business Process..., IT Service Management, Enterprise Software, Telecommunications, Vendor Management, Project Portfolio..., Cross-functional Team..., Consulting, PMP
Education
Kansas State University 1996 — 1998
Bachelor of Science in Business Administration
Bainbridge High School
Independent Consulting via Andrew Reise Consulting March 2015 - Present
Independent Consulting at Lowe's Companies, Inc. February 2014 - March 2015
Independent Consulting via Navigator Management Partners August 2013 - February 2014
Independent Consulting via Andrew Reise Consulting April 2012 - August 2013
McKesson April 2010 - April 2012
The North Highland Company September 2006 - April 2010
Adams-Gabbert & Associates May 2006 - September 2006
Waddell & Reed April 2004 - April 2006
Capgemini (CGE&Y) 2002 - 2004
Cap Gemini Ernst & Young January 2001 - December 2002
Skills
Change Management, Change Leadership, Organizational Change, Internal Communications, Communications Strategy, Corporate Communications, Software Project..., Offshore Project..., Project Execution, ITIL, Six Sigma, Business Readiness, Organizational..., Organizational..., Project Management, Process Improvement, Business Process, Strategy, Business Intelligence, Leadership, CRM, PMO, SDLC, Program Management, Business Analysis, Stakeholder Management, Project Planning, Management, Governance, Organizational Design, Training, Performance Management, Management Consulting, Business Transformation, Analysis, Business Process..., IT Service Management, Enterprise Software, Telecommunications, Vendor Management, Project Portfolio..., Cross-functional Team..., Consulting, PMP
Education
Kansas State University 1996 — 1998
Bachelor of Science in Business Administration
Bainbridge High School
Jilara Skindlov's Waddell & Reed Experience November 2003 - September 2004
Job Executive Consultant at Rodan + Fields
Industry Banking
Experience
Rodan + Fields Dermatologists May 2013 - Present
Numerica Credit Union May 2011 - Present
Mountain West Bank February 2009 - May 2011
AmericanWest Bank October 2006 - November 2008
Washington Mutual September 2004 - August 2006
Waddell & Reed November 2003 - September 2004
West Telemarketing December 1997 - October 2003
Skills
Small Business, Project Management, Banking, Call Centers, Hospitality Management, Customer Service, Sales, Sales Process, Training, Development Of Employees, Consumer Lending, Direct Sales, Leadership, Time Management, Business Development, Management, Team Building
Education
Kansas State University
Bachelor's degree, Hotel and Restaurant Management
Rodan + Fields Dermatologists May 2013 - Present
Numerica Credit Union May 2011 - Present
Mountain West Bank February 2009 - May 2011
AmericanWest Bank October 2006 - November 2008
Washington Mutual September 2004 - August 2006
Waddell & Reed November 2003 - September 2004
West Telemarketing December 1997 - October 2003
Skills
Small Business, Project Management, Banking, Call Centers, Hospitality Management, Customer Service, Sales, Sales Process, Training, Development Of Employees, Consumer Lending, Direct Sales, Leadership, Time Management, Business Development, Management, Team Building
Education
Kansas State University
Bachelor's degree, Hotel and Restaurant Management
Cassandra Lukeris Earle, MBA Cassandra Lukeris Earle, MBA's Waddell & Reed Experience 2004 - 2004
Job Director of Marketing & Events at Newport Vineyards
Industry Hospitality
Experience
Newport Vineyards 2014 - Present
Hyatt Hotels Corporation 2013 - 2014
Hyatt Regency 2012 - 2013
Hyatt Regency Newport Hotel & Spa 2011 - 2013
Newport Harbor Corporation 2006 - 2011
CramerSweeney 2006 - 2006
JP Morgan Chase 2005 - 2005
Waddell & Reed 2004 - 2004
Skills
Meeting Planning, Marketing Strategy, Brand Management, Hospitality Industry, Graphic Design, Email Marketing, Public Relations, Social Media Marketing, Copywriting, Hotels, Restaurants
Education
Salve Regina University 2013 — 2014
Master of Business Administration (M.B.A.)
Johnson and Wales University 2009 — 2013
Master of Business Administration (M.B.A.), Hospitality Marketing
Rhode Island School of Design 2006 — 2008
Continuing Education; Web Design, Print Design, Advertising Design
University of Rhode Island 2000 — 2004
B.A., Public Relations
Newport Vineyards 2014 - Present
Hyatt Hotels Corporation 2013 - 2014
Hyatt Regency 2012 - 2013
Hyatt Regency Newport Hotel & Spa 2011 - 2013
Newport Harbor Corporation 2006 - 2011
CramerSweeney 2006 - 2006
JP Morgan Chase 2005 - 2005
Waddell & Reed 2004 - 2004
Skills
Meeting Planning, Marketing Strategy, Brand Management, Hospitality Industry, Graphic Design, Email Marketing, Public Relations, Social Media Marketing, Copywriting, Hotels, Restaurants
Education
Salve Regina University 2013 — 2014
Master of Business Administration (M.B.A.)
Johnson and Wales University 2009 — 2013
Master of Business Administration (M.B.A.), Hospitality Marketing
Rhode Island School of Design 2006 — 2008
Continuing Education; Web Design, Print Design, Advertising Design
University of Rhode Island 2000 — 2004
B.A., Public Relations
Brady Jackson's Waddell & Reed Experience November 2012 - March 2013
Job Stock Broker at Scottrade
Industry Financial Services
Experience
Scottrade March 2013 - Present
Waddell & Reed November 2012 - March 2013
Skills
Series 7, Series 66, Life & Health Insurance..., Investments, Uniform Combined State...
Education
Indiana University-Southeast 2007 — 2012
BA, Economics
Scottrade March 2013 - Present
Waddell & Reed November 2012 - March 2013
Skills
Series 7, Series 66, Life & Health Insurance..., Investments, Uniform Combined State...
Education
Indiana University-Southeast 2007 — 2012
BA, Economics
Nathan Coons's Waddell & Reed Experience December 2014 - Present
Job Team Lead Client Services at Waddell & Reed
Industry Financial Services
Experience
Waddell & Reed December 2014 - Present
Waddell & Reed January 2014 - November 2014
Waddell & Reed November 2012 - December 2013
Costco Wholesale June 2007 - January 2013
RadioShack March 2007 - June 2007
Best Buy October 2005 - March 2007
Sutherlands February 2003 - October 2005
Skills
Microsoft Office, Series 6, Mutual Funds, Investments, Sales, Sales Management, Customer Service, Customer Satisfaction, Sales Process, CRM, Profit, Insurance, Merchandising
Education
The University of Kansas 2013 — 2015
Master of Business Administration (M.B.A.), Finance
University of Missouri-Kansas City 2008 — 2012
Bachelor of Business Administration (B.B.A.), Enterprise Management
Johnson County Community College 2005 — 2008
Pre-Business, General Studies
Waddell & Reed December 2014 - Present
Waddell & Reed January 2014 - November 2014
Waddell & Reed November 2012 - December 2013
Costco Wholesale June 2007 - January 2013
RadioShack March 2007 - June 2007
Best Buy October 2005 - March 2007
Sutherlands February 2003 - October 2005
Skills
Microsoft Office, Series 6, Mutual Funds, Investments, Sales, Sales Management, Customer Service, Customer Satisfaction, Sales Process, CRM, Profit, Insurance, Merchandising
Education
The University of Kansas 2013 — 2015
Master of Business Administration (M.B.A.), Finance
University of Missouri-Kansas City 2008 — 2012
Bachelor of Business Administration (B.B.A.), Enterprise Management
Johnson County Community College 2005 — 2008
Pre-Business, General Studies
Becky Ohl's Waddell & Reed Experience July 2013 - Present
Job Regional Recruiter at Waddell & Reed
Industry Financial Services
Experience
Waddell & Reed July 2013 - Present
True North Hotels- Residence Inn By Marriott May 2008 - July 2013
Kansas City Marriott Downtown May 2006 - May 2008
True North Hotels- Residence Inn By Marriott August 2004 - May 2006
Fairfield Inn by Marriott Manhattan, KS 2002 - 2004
Skills
Sales, Hospitality, Hospitality Management, Hotels, Hotel Management, Hospitality Industry, Sales Management, Food & Beverage, Customer Service, Event Management
Education
Kansas State University 2000 — 2004
Bachelor of Science in Human Ecology, Hotel & Restaurant Management
Waddell & Reed July 2013 - Present
True North Hotels- Residence Inn By Marriott May 2008 - July 2013
Kansas City Marriott Downtown May 2006 - May 2008
True North Hotels- Residence Inn By Marriott August 2004 - May 2006
Fairfield Inn by Marriott Manhattan, KS 2002 - 2004
Skills
Sales, Hospitality, Hospitality Management, Hotels, Hotel Management, Hospitality Industry, Sales Management, Food & Beverage, Customer Service, Event Management
Education
Kansas State University 2000 — 2004
Bachelor of Science in Human Ecology, Hotel & Restaurant Management
Thomas Flanagan Thomas Flanagan's Waddell & Reed Experience May 2014 - May 2015
Job President at Beta Alpha PsiEpsilon Delta Chapter
Industry Accounting
Experience
State Street September 2015 - Present
Becker Professional Education May 2015 - Present
Beta Alpha Psi-Epsilon Delta Chapter January 2015 - Present
Myers and Stauffer LC June 2015 - August 2015
Waddell & Reed May 2014 - May 2015
Walmart Distribution Center January 2013 - May 2014
Skills
Accounting, Auditing, Financial Accounting, Microsoft Excel, Leadership, Internal Audit, Finance, Access, Financial Analysis, Financial Reporting, Teamwork, PowerPoint, Management, Time Management, Warehouse Operations, Physical/Manual Labor, Research, Payroll, Process Improvement, Inventory Management, Customer Service, Microsoft Word, Microsoft Office
Education
University of Missouri-Kansas City 2013 — 2016
Bachelor's Degree, Accounting and Finance, Junior
Johnson County Community College 2010 — 2011
Associate's Degree, History, Alumni
State Street September 2015 - Present
Becker Professional Education May 2015 - Present
Beta Alpha Psi-Epsilon Delta Chapter January 2015 - Present
Myers and Stauffer LC June 2015 - August 2015
Waddell & Reed May 2014 - May 2015
Walmart Distribution Center January 2013 - May 2014
Skills
Accounting, Auditing, Financial Accounting, Microsoft Excel, Leadership, Internal Audit, Finance, Access, Financial Analysis, Financial Reporting, Teamwork, PowerPoint, Management, Time Management, Warehouse Operations, Physical/Manual Labor, Research, Payroll, Process Improvement, Inventory Management, Customer Service, Microsoft Word, Microsoft Office
Education
University of Missouri-Kansas City 2013 — 2016
Bachelor's Degree, Accounting and Finance, Junior
Johnson County Community College 2010 — 2011
Associate's Degree, History, Alumni
Luke Ziegler's Waddell & Reed Experience August 2015 - Present
Job Client Services Associate: New Business Department at Waddell & Reed
Industry Financial Services
Experience
Waddell & Reed August 2015 - Present
Heartland Pawn & Jewelry February 2011 - August 2015
Capitol City Pawn & Jewelry March 2009 - July 2010
Skills
Sales, Customer Service, Microsoft Office, Teamwork, Retail, Finance, Inventory Management, Organizational..., Strategic Planning, Marketing Strategy, Management, Team Building, Marketing, Public Speaking, Event Planning, Project Management, Research
Education
University of Missouri-Kansas City 2013 — 2015
Bachelor's Degree, Finance, General, Senior
Johnson County Community College 2010 — 2012
Associate of Arts (A.A.), Sports Medicine
Waddell & Reed August 2015 - Present
Heartland Pawn & Jewelry February 2011 - August 2015
Capitol City Pawn & Jewelry March 2009 - July 2010
Skills
Sales, Customer Service, Microsoft Office, Teamwork, Retail, Finance, Inventory Management, Organizational..., Strategic Planning, Marketing Strategy, Management, Team Building, Marketing, Public Speaking, Event Planning, Project Management, Research
Education
University of Missouri-Kansas City 2013 — 2015
Bachelor's Degree, Finance, General, Senior
Johnson County Community College 2010 — 2012
Associate of Arts (A.A.), Sports Medicine
Jeffrey Meaux's Waddell & Reed Experience 2002 - 2008
Job Senior Account Executive at Wiers Fleet Partners
Industry Transportation/Trucking/Railroad
Experience
Wiers Fleet Partnership December 2011 - Present
Pinnacle Wholesale May 2008 - December 2011
Waddell & Reed 2002 - 2008
Skills
CRM, Sales, Strategic Partnerships, Account Management, Strategic Planning, Sales Management, New Business Development, Salesforce.com, Direct Sales, Selling, Customer Retention, Integrated Marketing, Pricing, Leadership, Team Building, Management, Customer Service, Negotiation
Education
Indiana University-Purdue University at Indianapolis 1998 — 2002
BS, Management, Human Resources Management
Wiers Fleet Partnership December 2011 - Present
Pinnacle Wholesale May 2008 - December 2011
Waddell & Reed 2002 - 2008
Skills
CRM, Sales, Strategic Partnerships, Account Management, Strategic Planning, Sales Management, New Business Development, Salesforce.com, Direct Sales, Selling, Customer Retention, Integrated Marketing, Pricing, Leadership, Team Building, Management, Customer Service, Negotiation
Education
Indiana University-Purdue University at Indianapolis 1998 — 2002
BS, Management, Human Resources Management
Carlos Javier Castillo's Waddell & Reed Experience June 2011 - Present
Job Document Management Associate at Waddell & Reed
Industry Museums and Institutions
Experience
Waddell & Reed June 2011 - Present
Johnson County Library July 2014 - September 2014
El Museo del Barrio August 2010 - April 2011
Rizzoli International Publications February 2010 - August 2010
Johnson County Library May 2006 - December 2009
Kansas City Kansas Community College June 2008 - May 2009
Education
Rockhurst University 2015 — 2017
Master of Arts (M.A.), Management
Univeristy of Missouri - Kansas City 2011 — 2013
Bachelor of Arts (B.A.), Art History, 3.5 GPA
Kansas City Kansas Community College 2007 — 2009
Associate of Arts (A.A.), Liberal Arts, 3.5 GPA
Waddell & Reed June 2011 - Present
Johnson County Library July 2014 - September 2014
El Museo del Barrio August 2010 - April 2011
Rizzoli International Publications February 2010 - August 2010
Johnson County Library May 2006 - December 2009
Kansas City Kansas Community College June 2008 - May 2009
Education
Rockhurst University 2015 — 2017
Master of Arts (M.A.), Management
Univeristy of Missouri - Kansas City 2011 — 2013
Bachelor of Arts (B.A.), Art History, 3.5 GPA
Kansas City Kansas Community College 2007 — 2009
Associate of Arts (A.A.), Liberal Arts, 3.5 GPA
STEPHANIE LINDQUIST-JOHNSON's Waddell & Reed Experience November 2013 - Present
Job Web Designer at Waddell & Reed
Industry Graphic Design
Experience
Waddell & Reed November 2013 - Present
Stephanie Lindquist Design Studio January 2009 - Present
Hallmark Cards Inc., (via Midwest Consulting Group) October 2012 - July 2013
Jewish Community Center of Greater Kansas City September 2011 - April 2012
Clickspeed Marketing, Inc. July 2007 - December 2008
LaGarde, Inc. March 2003 - July 2007
Skills
Adobe Creative Suite, WordPress, CMS (Content Management..., Windows & Mac operating..., Microsoft Office, Social Media Marketing, E-commerce, Email Marketing Software, CSS/HTML/XHTML, Web Analytics
Education
Johnson County Community College 1997 — 2000
Associates Degree, Communication/Graphic Design and Multimedia Design
University of Kansas 1995 — 1997
Communcation Design
Waddell & Reed November 2013 - Present
Stephanie Lindquist Design Studio January 2009 - Present
Hallmark Cards Inc., (via Midwest Consulting Group) October 2012 - July 2013
Jewish Community Center of Greater Kansas City September 2011 - April 2012
Clickspeed Marketing, Inc. July 2007 - December 2008
LaGarde, Inc. March 2003 - July 2007
Skills
Adobe Creative Suite, WordPress, CMS (Content Management..., Windows & Mac operating..., Microsoft Office, Social Media Marketing, E-commerce, Email Marketing Software, CSS/HTML/XHTML, Web Analytics
Education
Johnson County Community College 1997 — 2000
Associates Degree, Communication/Graphic Design and Multimedia Design
University of Kansas 1995 — 1997
Communcation Design
Jaime Warner, BSDH, RDH Jaime Warner, BSDH, RDH's Waddell & Reed Experience January 2011 - August 2011
Job Registered Dental Hygienist at Brookside Dental
Industry Higher Education
Experience
Brookside Dental January 2014 - Present
Healthstaff KC July 2013 - January 2014
Etheridge Family & Cosmetic Dentistry July 2013 - January 2014
Community Instruction Practicum January 2013 - May 2013
Family Dental Center June 2012 - July 2012
Waddell & Reed January 2011 - August 2011
Skills
Communication, Dentistry, Dental Software, Strategic Financial..., Organization, Oral Care, Oral & Written..., Dental Public Health, Microsoft Word, Microsoft Office, PowerPoint, Research, Healthcare, Data Entry, Leadership
Education
University of Missouri-Kansas City 2011 — 2013
Bachelor of Science (B.S.), Dental Hygiene/Hygienist
Kansas State University 2006 — 2011
Bachelor of Science (B.S.), Financial Planning and Services
Brookside Dental January 2014 - Present
Healthstaff KC July 2013 - January 2014
Etheridge Family & Cosmetic Dentistry July 2013 - January 2014
Community Instruction Practicum January 2013 - May 2013
Family Dental Center June 2012 - July 2012
Waddell & Reed January 2011 - August 2011
Skills
Communication, Dentistry, Dental Software, Strategic Financial..., Organization, Oral Care, Oral & Written..., Dental Public Health, Microsoft Word, Microsoft Office, PowerPoint, Research, Healthcare, Data Entry, Leadership
Education
University of Missouri-Kansas City 2011 — 2013
Bachelor of Science (B.S.), Dental Hygiene/Hygienist
Kansas State University 2006 — 2011
Bachelor of Science (B.S.), Financial Planning and Services
Lynda Cruickshank Lynda Cruickshank's Waddell & Reed Experience May 2005 - November 2011
Job Personal Trust Relationship Manager
Industry Financial Services
Experience
Security National Bank: Sioux City, IA January 2015 - Present
Tri Valley Banking Centers - Randolph, IA 2013 - 2014
Tri Valley Banking Centers - Randolph, IA 2013 - 2014
George C. Grape Community Hospital October 2011 - July 2013
Waddell & Reed May 2005 - November 2011
Security National Bank: Sioux City, IA June 1999 - October 2004
University of Nebraska-Lincoln April 1987 - June 1999
Skills
Event Planning, Microsoft Office, Team Building, Sales, Customer Service, Strategic Planning, Training, Marketing, Budgets, Leadership, Leadership Development, Change Management, Grant Writing, Coaching, Finance, Fundraising, Public Speaking, Business Planning, Nonprofits, Insurance, Analysis, Marketing Communications, Risk Management, Business Development, Management, Organizational..., Portfolio Management, Public Relations, Small Business, Business Strategy, New Business Development, Banking, Strategy, Financial Analysis, Team Leadership, Economic Development, Program Management, Marketing Strategy, Negotiation, Project Planning
Education
Iowa State University 1982 — 1986
Master's degree, Business Family and Consumer Sciences/Human Sciences, Masters
Security National Bank: Sioux City, IA January 2015 - Present
Tri Valley Banking Centers - Randolph, IA 2013 - 2014
Tri Valley Banking Centers - Randolph, IA 2013 - 2014
George C. Grape Community Hospital October 2011 - July 2013
Waddell & Reed May 2005 - November 2011
Security National Bank: Sioux City, IA June 1999 - October 2004
University of Nebraska-Lincoln April 1987 - June 1999
Skills
Event Planning, Microsoft Office, Team Building, Sales, Customer Service, Strategic Planning, Training, Marketing, Budgets, Leadership, Leadership Development, Change Management, Grant Writing, Coaching, Finance, Fundraising, Public Speaking, Business Planning, Nonprofits, Insurance, Analysis, Marketing Communications, Risk Management, Business Development, Management, Organizational..., Portfolio Management, Public Relations, Small Business, Business Strategy, New Business Development, Banking, Strategy, Financial Analysis, Team Leadership, Economic Development, Program Management, Marketing Strategy, Negotiation, Project Planning
Education
Iowa State University 1982 — 1986
Master's degree, Business Family and Consumer Sciences/Human Sciences, Masters
Andrew Haman's Waddell & Reed Experience July 2011 - March 2012
Job PreUnderwriting Analyst
Industry Banking
Experience
HomeServices Lending June 2012 - Present
Waddell & Reed July 2011 - March 2012
Education
University of Denver - Daniels College of Business 2007 — 2011
Bachelor of Science (B.S.)
Institut catholique de Paris 2009 — 2010
Edina High School 2004 — 2007
University of Minnesota-Twin Cities 2015 — 2015
Business Analysis Certificate
HomeServices Lending June 2012 - Present
Waddell & Reed July 2011 - March 2012
Education
University of Denver - Daniels College of Business 2007 — 2011
Bachelor of Science (B.S.)
Institut catholique de Paris 2009 — 2010
Edina High School 2004 — 2007
University of Minnesota-Twin Cities 2015 — 2015
Business Analysis Certificate
Sonja Alonzo Sonja Alonzo's Waddell & Reed Experience November 2011 - July 2013
Job Senior Analyst at Federal Reserve Bank of Kansas City
Industry Financial Services
Experience
Waddell & Reed November 2011 - July 2013
U.S. Central September 2007 - May 2011
U.S. Central May 2001 - September 2007
Prosperity Advisory Group June 1999 - May 2001
UMB Bank February 1994 - June 1999
Skills
Change Management, Requirements Analysis, Hummingbird DM, Workshare, Prospectus, Vendor Management, Legal Documents, Risk Management, Process Improvement, Project Management, Project Planning
Education
Johnson County Community College
Paralegal Certificate
Park University
Bachelor of Science
Longview Community College, Lee's
Associate of Arts
Waddell & Reed November 2011 - July 2013
U.S. Central September 2007 - May 2011
U.S. Central May 2001 - September 2007
Prosperity Advisory Group June 1999 - May 2001
UMB Bank February 1994 - June 1999
Skills
Change Management, Requirements Analysis, Hummingbird DM, Workshare, Prospectus, Vendor Management, Legal Documents, Risk Management, Process Improvement, Project Management, Project Planning
Education
Johnson County Community College
Paralegal Certificate
Park University
Bachelor of Science
Longview Community College, Lee's
Associate of Arts
Jeff Poitras's Waddell & Reed Experience August 1999 - June 2001
Job Financial Services Professional
Industry Financial Services
Experience
Walton International Group 2009 - Present
AIG Financial Advisors September 2002 - September 2007
Waddell & Reed August 1999 - June 2001
Education
Indiana University Bloomington 1992 — 1996
BA, Political Science & History
Walton International Group 2009 - Present
AIG Financial Advisors September 2002 - September 2007
Waddell & Reed August 1999 - June 2001
Education
Indiana University Bloomington 1992 — 1996
BA, Political Science & History
Diana Subka Diana Subka's Waddell & Reed Experience June 1999 - April 2005
Job Registered Operations Lead at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. October 2014 - Present
Wells Fargo Advisors, LLC May 2013 - October 2014
Ameriprise Financial July 2009 - May 2013
Wells Fargo Advisors December 2006 - July 2009
Waddell & Reed June 1999 - April 2005
Skills
Series 7, Insurance, Series 66, Financial Planning, Retirement Planning, Financial Advisory, Mutual Funds, Wealth Management, Retirement, Investment Advisory, Fixed Annuities, Asset Allocation, Investments, Long-term Care, Estate Planning, Investment Strategies, Series 63, Series 65, 401k Rollovers, Series 6, Life Insurance, Personal Financial..., Securities, Wealth, Portfolio Management, FINRA, Uniform Combined State..., Saving for Education, 401k, Asset Management, Finance, Financial Services, Strategic Financial..., Variable Annuities, IRAs, Financial Planners
Education
Joliet Junior College 2008 — 2013
Associate of Arts (AA), Psychology, 4.0
Ameriprise Financial Services, Inc. October 2014 - Present
Wells Fargo Advisors, LLC May 2013 - October 2014
Ameriprise Financial July 2009 - May 2013
Wells Fargo Advisors December 2006 - July 2009
Waddell & Reed June 1999 - April 2005
Skills
Series 7, Insurance, Series 66, Financial Planning, Retirement Planning, Financial Advisory, Mutual Funds, Wealth Management, Retirement, Investment Advisory, Fixed Annuities, Asset Allocation, Investments, Long-term Care, Estate Planning, Investment Strategies, Series 63, Series 65, 401k Rollovers, Series 6, Life Insurance, Personal Financial..., Securities, Wealth, Portfolio Management, FINRA, Uniform Combined State..., Saving for Education, 401k, Asset Management, Finance, Financial Services, Strategic Financial..., Variable Annuities, IRAs, Financial Planners
Education
Joliet Junior College 2008 — 2013
Associate of Arts (AA), Psychology, 4.0
Dana King's Waddell & Reed Experience October 2014 - Present
Job Demand Manager at Waddell & Reed
Industry Information Technology and Services
Experience
Waddell & Reed October 2014 - Present
Overland Park area August 2011 - Present
Sogeti Group April 2014 - October 2014
Kraai Consulting September 2008 - December 2008
YRC Worldwide May 2007 - November 2007
Sprint-Nextel February 2001 - March 2007
Sprint September 1999 - January 2001
Sprint January 1992 - August 1999
Skills
Business Analysis, Integration, Requirements Analysis, Program Management, Governance, Vendor Management, Project Planning, Customer Management, Requirements Management, Cross-functional Team..., PMO, PMP, SDLC, Telecommunications, Enterprise Architecture, Project Management, Quality Assurance, Management, Leadership, Requirements Gathering, Software Development, Process Improvement
Education
University of North Texas 1987 — 1991
BBA, Business Information Systems
Johnson County Community College 2009 — 2009
70 hrs of Continuing Education, Project Management
Waddell & Reed October 2014 - Present
Overland Park area August 2011 - Present
Sogeti Group April 2014 - October 2014
Kraai Consulting September 2008 - December 2008
YRC Worldwide May 2007 - November 2007
Sprint-Nextel February 2001 - March 2007
Sprint September 1999 - January 2001
Sprint January 1992 - August 1999
Skills
Business Analysis, Integration, Requirements Analysis, Program Management, Governance, Vendor Management, Project Planning, Customer Management, Requirements Management, Cross-functional Team..., PMO, PMP, SDLC, Telecommunications, Enterprise Architecture, Project Management, Quality Assurance, Management, Leadership, Requirements Gathering, Software Development, Process Improvement
Education
University of North Texas 1987 — 1991
BBA, Business Information Systems
Johnson County Community College 2009 — 2009
70 hrs of Continuing Education, Project Management
David Borberg, CFA's Waddell & Reed Experience January 2003 - February 2011
Job Vice President, Director, Product Management and Development at Ivy Funds
Industry Financial Services
Experience
Ivy Funds February 2011 - Present
Waddell & Reed January 2003 - February 2011
Ivy Funds January 2003 - February 2011
American Century 1996 - 2002
American Century Investments 1996 - 2002
Skills
Portfolio Management, Series 7, Product Management, Mutual Funds, Asset Allocation, Alternative Investments, Asset Management, Wealth Management, Investments, Investment Strategies, Series 63, Financial Services, Retirement Planning, Investment Advisory, Retirement, Fixed Income, 401k, Securities, Finance, Relationship Management, Equities
Education
Kansas State University 1989 — 1994
Bachelor of Science (B.S.), Finance and Marketing
Ivy Funds February 2011 - Present
Waddell & Reed January 2003 - February 2011
Ivy Funds January 2003 - February 2011
American Century 1996 - 2002
American Century Investments 1996 - 2002
Skills
Portfolio Management, Series 7, Product Management, Mutual Funds, Asset Allocation, Alternative Investments, Asset Management, Wealth Management, Investments, Investment Strategies, Series 63, Financial Services, Retirement Planning, Investment Advisory, Retirement, Fixed Income, 401k, Securities, Finance, Relationship Management, Equities
Education
Kansas State University 1989 — 1994
Bachelor of Science (B.S.), Finance and Marketing
Derek Benson's Waddell & Reed Experience 2007 - 2008
Job Outreach and Education Manager
Industry Government Administration
Experience
Primerica January 2012 - Present
Indiana Public Retirement System August 2004 - Present
One24 Online Business Opportunity 2010 - 2011
WorldVentures August 2008 - June 2010
Waddell & Reed 2007 - 2008
Indiana Business College September 2000 - June 2006
ITT Technical Institute 2004 - 2004
Skills
Coaching, Public Speaking, Community Outreach, Customer Service, Leadership Development, Team Building, Strategic Planning, PowerPoint, Teaching, Training, Leadership, Social Media Marketing, Fundraising, Marketing, Nonprofits, Outlook, Time Management, Event Planning, Social Networking, Budgets, Social Media, Management, Staff Development, Microsoft Office, Public Relations, Microsoft Excel
Education
Indiana Wesleyan University 2015 — 2016
Master of Business Administration (MBA), Management
Northwood University 2002 — 2004
Bachelors, Business Administration
Indiana Business College 1999 — 2000
Associates of Applied Science, Business Administration
Primerica January 2012 - Present
Indiana Public Retirement System August 2004 - Present
One24 Online Business Opportunity 2010 - 2011
WorldVentures August 2008 - June 2010
Waddell & Reed 2007 - 2008
Indiana Business College September 2000 - June 2006
ITT Technical Institute 2004 - 2004
Skills
Coaching, Public Speaking, Community Outreach, Customer Service, Leadership Development, Team Building, Strategic Planning, PowerPoint, Teaching, Training, Leadership, Social Media Marketing, Fundraising, Marketing, Nonprofits, Outlook, Time Management, Event Planning, Social Networking, Budgets, Social Media, Management, Staff Development, Microsoft Office, Public Relations, Microsoft Excel
Education
Indiana Wesleyan University 2015 — 2016
Master of Business Administration (MBA), Management
Northwood University 2002 — 2004
Bachelors, Business Administration
Indiana Business College 1999 — 2000
Associates of Applied Science, Business Administration
Jon Hobbs's Waddell & Reed Experience March 2014 - Present
Job Sr. Siebel Systems Developer at Waddell & Reed
Industry Information Technology and Services
Experience
Waddell & Reed March 2014 - Present
Black Tie Technology October 2001 - Present
Kaw Prairie Community Church June 2011 - Present
Kaw Prairie Community Church July 2009 - Present
Florida Blue July 2013 - January 2014
Teva Pharmaceuticals September 2011 - July 2013
Living Water Praise Band January 2012 - May 2013
Harris CapRock Communications May 2011 - September 2011
Yellowbook December 2010 - May 2011
Walsworth Publishing September 2010 - December 2010
Skills
SQL, Siebel, ETL, CRM, Project Management, Business Analysis, OBIEE, Integration, Process Improvement, Business Intelligence, EIM, Microsoft SQL Server, Data Integration, JavaScript, T-SQL, SSRS, Analytics, Databases, Management, Call Center, BI Publisher, Requirements Analysis, SDLC, Informatica, Web Services, PL/SQL, Solution Architecture, Business Process, EAI, SSIS, Data Warehousing, Data Modeling, Oracle, Requirements Gathering
Education
University of St. Thomas 1995 — 1998
University of Minnesota-Twin Cities 1988 — 1994
B.Comp.Sci
Inver Hills Community College 1986 — 1988
AA
Rose-Hulman Institute of Technology 1984 — 1985
Waddell & Reed March 2014 - Present
Black Tie Technology October 2001 - Present
Kaw Prairie Community Church June 2011 - Present
Kaw Prairie Community Church July 2009 - Present
Florida Blue July 2013 - January 2014
Teva Pharmaceuticals September 2011 - July 2013
Living Water Praise Band January 2012 - May 2013
Harris CapRock Communications May 2011 - September 2011
Yellowbook December 2010 - May 2011
Walsworth Publishing September 2010 - December 2010
Skills
SQL, Siebel, ETL, CRM, Project Management, Business Analysis, OBIEE, Integration, Process Improvement, Business Intelligence, EIM, Microsoft SQL Server, Data Integration, JavaScript, T-SQL, SSRS, Analytics, Databases, Management, Call Center, BI Publisher, Requirements Analysis, SDLC, Informatica, Web Services, PL/SQL, Solution Architecture, Business Process, EAI, SSIS, Data Warehousing, Data Modeling, Oracle, Requirements Gathering
Education
University of St. Thomas 1995 — 1998
University of Minnesota-Twin Cities 1988 — 1994
B.Comp.Sci
Inver Hills Community College 1986 — 1988
AA
Rose-Hulman Institute of Technology 1984 — 1985
Kristy Green's Waddell & Reed Experience September 2011 - Present
Job Sr. EPMO Analyst at Waddell & Reed
Industry Information Technology and Services
Experience
Waddell & Reed September 2011 - Present
Waddell & Reed May 2008 - October 2011
Perceptive Software July 2007 - May 2008
H&R Block Financial Advisors 2005 - 2007
DST Systems, Inc 2000 - 2005
Education
Iowa State University 1996 — 2000
Waddell & Reed September 2011 - Present
Waddell & Reed May 2008 - October 2011
Perceptive Software July 2007 - May 2008
H&R Block Financial Advisors 2005 - 2007
DST Systems, Inc 2000 - 2005
Education
Iowa State University 1996 — 2000
John Turlington, Jr.'s Waddell & Reed Experience December 2006 - February 2009
Job Owner at ClearCut Properties
Industry Real Estate
Experience
ClearCut Properties April 2013 - Present
PFS March 2009 - December 2011
Waddell & Reed December 2006 - February 2009
Teleflex February 2007 - September 2007
Skills
Real Estate Investor, Real Estate, Real Estate Transactions, Investors, Residential Homes, Referrals, Investments, Property, Management, Leadership, Program Management, Employee Benefits, Time Management
Education
Indiana University of Pennsylvania 2002 — 2006
Bachelor of Science
ClearCut Properties April 2013 - Present
PFS March 2009 - December 2011
Waddell & Reed December 2006 - February 2009
Teleflex February 2007 - September 2007
Skills
Real Estate Investor, Real Estate, Real Estate Transactions, Investors, Residential Homes, Referrals, Investments, Property, Management, Leadership, Program Management, Employee Benefits, Time Management
Education
Indiana University of Pennsylvania 2002 — 2006
Bachelor of Science
Sindura Vedire's Waddell & Reed Experience June 2012 - Present
Job Sr. Business Analyst at Waddell & Reed
Industry Computer Software
Experience
Waddell & Reed June 2012 - Present
R2 Integrated January 2006 - December 2011
Skills
Microsoft SQL Server, XML, SQL, SDLC, Quality Assurance, Agile Methodologies, Team Leadership, Integration
Education
Louisiana State University 2005 — 2006
MS, Computer Science
Jawaharlal Nehru Technological University 2001 — 2005
Waddell & Reed June 2012 - Present
R2 Integrated January 2006 - December 2011
Skills
Microsoft SQL Server, XML, SQL, SDLC, Quality Assurance, Agile Methodologies, Team Leadership, Integration
Education
Louisiana State University 2005 — 2006
MS, Computer Science
Jawaharlal Nehru Technological University 2001 — 2005
Jerod Overley's Waddell & Reed Experience 2010 - 2011
Job Manager, Business & Reporting Insights, Boehringer Ingelheim Vetmedica
Industry Information Technology and Services
Experience
Boehringer Ingelheim Vetmedica October 2011 - Present
Asurion January 2009 - November 2011
Waddell & Reed 2010 - 2011
Children's Mercy Family Health Partners November 2006 - January 2009
Children's Mercy Hospital 2002 - 2007
Primedia 2000 - 2002
Diversified Consulting Resources, Inc. 1998 - 2000
Skills
Project Management, Database Design, Management, Business Intelligence, Databases, Process Improvement, Microsoft SQL Server, Quality Assurance, Leadership, Oracle, Enterprise Software, Troubleshooting, ETL, Marketing Strategy, Sales, Web Development, Analysis, Business Analysis, Customer Service, Sales Operations, Team Leadership
Education
Kansas State University 1991 — 1996
Bachelor of Science (BS), Business Administration, Management and Operations
Rockhurst University
Rockhurst University
Boehringer Ingelheim Vetmedica October 2011 - Present
Asurion January 2009 - November 2011
Waddell & Reed 2010 - 2011
Children's Mercy Family Health Partners November 2006 - January 2009
Children's Mercy Hospital 2002 - 2007
Primedia 2000 - 2002
Diversified Consulting Resources, Inc. 1998 - 2000
Skills
Project Management, Database Design, Management, Business Intelligence, Databases, Process Improvement, Microsoft SQL Server, Quality Assurance, Leadership, Oracle, Enterprise Software, Troubleshooting, ETL, Marketing Strategy, Sales, Web Development, Analysis, Business Analysis, Customer Service, Sales Operations, Team Leadership
Education
Kansas State University 1991 — 1996
Bachelor of Science (BS), Business Administration, Management and Operations
Rockhurst University
Rockhurst University
Courtney Porter's Waddell & Reed Experience January 2008 - October 2009
Job CFO of Revolution Medical
Industry Health, Wellness and Fitness
Experience
Revolution Medical August 2010 - Present
MySake, Inc September 2008 - Present
Waddell & Reed January 2008 - October 2009
Aflac June 2008 - December 2008
SLC Mortgage September 2007 - April 2008
The Legacy Golf Resort July 2006 - December 2007
Skills
Investment Management, Business Development, Entrepreneurship, Workshops, Sales, Fitness, Sports, Team Building, Research, Credit, Healthcare, Cold Calling, Time Management, Negotiation, Email Marketing, Investment Advisory, Insurance, Employee Training, Asset Managment, Asset Allocation, Executive Management, Referrals, Account Management, Public Relations, Leadership, Strategy, Contract Negotiation, Lifestyle Coaching, Public Speaking, Strategic Financial..., Business Planning, Marketing, Small Business, Start-ups, Asset Management, Motivational Speaking, Selling, Social Media Marketing, Wellness, Strategic Planning, Coaching, Event Planning, Fitness Training, Weight Training, Strength Training, Wellness Coaching
Education
Iowa State University 2000 — 2003
Bachelor of Science (BS)
Revolution Medical August 2010 - Present
MySake, Inc September 2008 - Present
Waddell & Reed January 2008 - October 2009
Aflac June 2008 - December 2008
SLC Mortgage September 2007 - April 2008
The Legacy Golf Resort July 2006 - December 2007
Skills
Investment Management, Business Development, Entrepreneurship, Workshops, Sales, Fitness, Sports, Team Building, Research, Credit, Healthcare, Cold Calling, Time Management, Negotiation, Email Marketing, Investment Advisory, Insurance, Employee Training, Asset Managment, Asset Allocation, Executive Management, Referrals, Account Management, Public Relations, Leadership, Strategy, Contract Negotiation, Lifestyle Coaching, Public Speaking, Strategic Financial..., Business Planning, Marketing, Small Business, Start-ups, Asset Management, Motivational Speaking, Selling, Social Media Marketing, Wellness, Strategic Planning, Coaching, Event Planning, Fitness Training, Weight Training, Strength Training, Wellness Coaching
Education
Iowa State University 2000 — 2003
Bachelor of Science (BS)
Daniel Opincariu's Waddell & Reed Experience January 2012 - August 2015
Job BI Manager at SelectQuote Insurance Services
Industry Computer Software
Experience
Waddell & Reed January 2012 - August 2015
Microsoft January 2009 - April 2012
Waddell & Reed Financial Services March 2010 - January 2012
Waddell & Reed Financial Services December 2007 - May 2009
National City Bank August 2007 - December 2007
Continental Automotive Systems 2005 - May 2005
Education
Universitatea „Politehnica” din Timișoara 2000 — 2006
BS, Electrical Engineering
Institut polytechnique de Grenoble
Electrical Engineering
Waddell & Reed January 2012 - August 2015
Microsoft January 2009 - April 2012
Waddell & Reed Financial Services March 2010 - January 2012
Waddell & Reed Financial Services December 2007 - May 2009
National City Bank August 2007 - December 2007
Continental Automotive Systems 2005 - May 2005
Education
Universitatea „Politehnica” din Timișoara 2000 — 2006
BS, Electrical Engineering
Institut polytechnique de Grenoble
Electrical Engineering
Janet (Janet Socha) Alger's Waddell & Reed Experience 1997 - 2014
Job Shamrock Trading Corporation
Industry Transportation/Trucking/Railroad
Experience
Waddell & Reed 1997 - 2014
Waddell & Reed December 2010 - January 2013
Waddell & Reed April 2008 - December 2010
Waddell & Reed March 2007 - May 2008
Skills
Investments, Mutual Funds, Strategic Financial..., Customer Service, Wealth Management, Leadership, Financial Services
Education
Johnson County Community College
General
Waddell & Reed 1997 - 2014
Waddell & Reed December 2010 - January 2013
Waddell & Reed April 2008 - December 2010
Waddell & Reed March 2007 - May 2008
Skills
Investments, Mutual Funds, Strategic Financial..., Customer Service, Wealth Management, Leadership, Financial Services
Education
Johnson County Community College
General
Jeff Albracht's Waddell & Reed Experience January 2015 - Present
Job Sr. Business Systems Analyst at Waddell & Reed
Industry Financial Services
Experience
Waddell & Reed January 2015 - Present
Waddell & Reed August 2010 - January 2015
Assurant Employee Benefits 2001 - 2010
Skills
Requirements Gathering, Visio, Requirements Analysis, SDLC, Business Analysis, Process Improvement, Business Intelligence, User Acceptance Testing, Business Requirements, Business Process..., Data Warehousing, SQL, Software Documentation, Software Project..., SharePoint, Data Modeling, PMO, Agile Methodologies, Business Process, Agile Project Management, MS Project, PMP, Integration, Vendor Management, Project Portfolio...
Education
Rockhurst University 1992 — 1997
MBA, Management
Iowa State University - College of Business 1986 — 1991
BBA, MIS
Waddell & Reed January 2015 - Present
Waddell & Reed August 2010 - January 2015
Assurant Employee Benefits 2001 - 2010
Skills
Requirements Gathering, Visio, Requirements Analysis, SDLC, Business Analysis, Process Improvement, Business Intelligence, User Acceptance Testing, Business Requirements, Business Process..., Data Warehousing, SQL, Software Documentation, Software Project..., SharePoint, Data Modeling, PMO, Agile Methodologies, Business Process, Agile Project Management, MS Project, PMP, Integration, Vendor Management, Project Portfolio...
Education
Rockhurst University 1992 — 1997
MBA, Management
Iowa State University - College of Business 1986 — 1991
BBA, MIS
Patty Kelso's Waddell & Reed Experience May 2006 - December 2008
Job Secretary & Reunion Planner at USS L. Y. SPEAR (AS36) Association
Industry Events Services
Experience
USS L. Y. SPEAR (AS-36) Association 2006 - Present
Waddell & Reed May 2006 - December 2008
US Navy August 1979 - August 1984
U.S. Navy 1979 - 1984
Skills
Administrative..., Outlook, Spreadsheets, Microsoft Excel, Travel Arrangements, Data Entry, PowerPoint, Office Management, Microsoft Office, Customer Service, Microsoft Word, File Management, Access, QuickBooks, 10 Key, Financial Planners, Event Planning, Time Management, Hospitality, Navy, Event Management, Meeting Planning, Fundraising, Social Networking, Public Speaking
Education
Johnson County Community College 2000 — 2000
Networking, Computer Hardware
USS L. Y. SPEAR (AS-36) Association 2006 - Present
Waddell & Reed May 2006 - December 2008
US Navy August 1979 - August 1984
U.S. Navy 1979 - 1984
Skills
Administrative..., Outlook, Spreadsheets, Microsoft Excel, Travel Arrangements, Data Entry, PowerPoint, Office Management, Microsoft Office, Customer Service, Microsoft Word, File Management, Access, QuickBooks, 10 Key, Financial Planners, Event Planning, Time Management, Hospitality, Navy, Event Management, Meeting Planning, Fundraising, Social Networking, Public Speaking
Education
Johnson County Community College 2000 — 2000
Networking, Computer Hardware
Morgan Louderback's Waddell & Reed Experience September 2011 - October 2012
Job Insurance Licensed
Industry Insurance
Experience
Waddell & Reed September 2011 - October 2012
AAA August 2010 - June 2011
AAA February 2010 - August 2010
Kaplan University May 2009 - January 2010
Kaplan May 2009 - January 2010
Education
Johnson County Community College 2013 — 2015
Associate of Arts and Sciences (A.A.S.), Registered Nursing/Registered Nurse
Metropolitan Community College 2009 — 2010
None, Business
Waddell & Reed September 2011 - October 2012
AAA August 2010 - June 2011
AAA February 2010 - August 2010
Kaplan University May 2009 - January 2010
Kaplan May 2009 - January 2010
Education
Johnson County Community College 2013 — 2015
Associate of Arts and Sciences (A.A.S.), Registered Nursing/Registered Nurse
Metropolitan Community College 2009 — 2010
None, Business
Jessica Corbett's Waddell & Reed Experience February 2007 - December 2008
Job at
Industry Events Services
Experience
Hitched Weddings + Events February 2009 - Present
Waddell & Reed February 2007 - December 2008
Education
Kansas State University 2002 — 2006
BA in Journalism, Journalism, Media Studies, English
Hitched Weddings + Events February 2009 - Present
Waddell & Reed February 2007 - December 2008
Education
Kansas State University 2002 — 2006
BA in Journalism, Journalism, Media Studies, English
Jon Riekenberg's Waddell & Reed Experience April 2011 - Present
Job Systems Architect at Waddell & Reed
Industry Financial Services
Experience
Waddell & Reed April 2011 - Present
Waddell & Reed August 2005 - May 2011
Sprint June 2001 - August 2005
Skills
VMware, Virtualization, Unix, SharePoint, Windows, Java, System Administration, vSphere, Disaster Recovery, Active Directory, Server Architecture, DHCP, Linux, MySQL, Solution Architecture, ITIL, Security, Data Center, Enterprise Architecture, IIS, SDLC, Visio, Windows Server, SAN, Microsoft SQL Server, High Availability, Citrix, Microsoft Exchange
Education
Kansas State University 1996 — 2001
Bachelor of Science, Computer Science
Waddell & Reed April 2011 - Present
Waddell & Reed August 2005 - May 2011
Sprint June 2001 - August 2005
Skills
VMware, Virtualization, Unix, SharePoint, Windows, Java, System Administration, vSphere, Disaster Recovery, Active Directory, Server Architecture, DHCP, Linux, MySQL, Solution Architecture, ITIL, Security, Data Center, Enterprise Architecture, IIS, SDLC, Visio, Windows Server, SAN, Microsoft SQL Server, High Availability, Citrix, Microsoft Exchange
Education
Kansas State University 1996 — 2001
Bachelor of Science, Computer Science
Brian Toalson's Waddell & Reed Experience August 2005 - June 2006
Job Contracts Manager at TMR
Industry Legal Services
Experience
TMR, Inc. October 2014 - Present
HCI integrated solutions February 2014 - June 2014
API May 2013 - February 2014
Tetra Tech September 2009 - December 2012
City of Chesapeake March 2009 - July 2009
ACE Mortgage July 2007 - August 2008
Solus Financial June 2006 - July 2007
Waddell & Reed August 2005 - June 2006
SAIC December 2000 - September 2001
SAIC May 1999 - December 2000
Skills
Contract Management, Subcontracts Management, Government Contracting, Government Procurement, Pricing, Microsoft Excel, Contract Negotiation, Microsoft Office, Project Control, Program Management, Strategic Planning, Environmental Awareness, Information Technology, Process Improvement, Proposal Support, FAR, SOW, Profitability Tracking, Procurement, Risk Management
Education
James Madison University 1994 — 1997
BA, Psych/Eng
TMR, Inc. October 2014 - Present
HCI integrated solutions February 2014 - June 2014
API May 2013 - February 2014
Tetra Tech September 2009 - December 2012
City of Chesapeake March 2009 - July 2009
ACE Mortgage July 2007 - August 2008
Solus Financial June 2006 - July 2007
Waddell & Reed August 2005 - June 2006
SAIC December 2000 - September 2001
SAIC May 1999 - December 2000
Skills
Contract Management, Subcontracts Management, Government Contracting, Government Procurement, Pricing, Microsoft Excel, Contract Negotiation, Microsoft Office, Project Control, Program Management, Strategic Planning, Environmental Awareness, Information Technology, Process Improvement, Proposal Support, FAR, SOW, Profitability Tracking, Procurement, Risk Management
Education
James Madison University 1994 — 1997
BA, Psych/Eng
Lindsey Presley's Waddell & Reed Experience November 2012 - Present
Job Regional Recruiter at Waddell & Reed
Industry Financial Services
Experience
Waddell & Reed November 2012 - Present
Fred Pryor Seminars September 2011 - November 2012
Rent Source March 2011 - September 2011
The Easy Living Store July 2009 - August 2010
Cohen-Esrey Real Estate Services, LLC August 2007 - July 2008
Vested Mortgage Group February 2006 - September 2007
PGN Financial Services, LLC. February 2005 - February 2006
The Easy Living Store November 1998 - February 2005
Skills
Sales, Training, Management, Marketing, Business Development, Customer Service, Retail, Event Management, Selling, Corporate Training, Leadership Development, Team Building, Coaching, Sales Management, Leadership, Investments, Small Business, Recruiting, Strategic Financial..., Finance, Cold Calling, Customer Retention
Education
Johnson County Community College 2008 — 2010
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies, 3.0
Waddell & Reed November 2012 - Present
Fred Pryor Seminars September 2011 - November 2012
Rent Source March 2011 - September 2011
The Easy Living Store July 2009 - August 2010
Cohen-Esrey Real Estate Services, LLC August 2007 - July 2008
Vested Mortgage Group February 2006 - September 2007
PGN Financial Services, LLC. February 2005 - February 2006
The Easy Living Store November 1998 - February 2005
Skills
Sales, Training, Management, Marketing, Business Development, Customer Service, Retail, Event Management, Selling, Corporate Training, Leadership Development, Team Building, Coaching, Sales Management, Leadership, Investments, Small Business, Recruiting, Strategic Financial..., Finance, Cold Calling, Customer Retention
Education
Johnson County Community College 2008 — 2010
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies, 3.0
Justin Giuliano's Waddell & Reed Experience May 2008 - August 2009
Job Senior Associate at KPMG US
Industry Financial Services
Experience
KPMG US August 2011 - Present
U.S. Department of Labor May 2010 - November 2010
Waddell & Reed May 2008 - August 2009
Skills
Investments, Financial Analysis, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Sales, Strategic Financial..., Mutual Funds, Series 7, Retirement Planning, Morningstar, SAP, PeopleSoft, Oracle Applications, Hyperion Enterprise, Business Intelligence, Financial Management..., Inventory Management, Client Counseling, SAP Implementation, Financial Reporting, Managerial Finance, Leadership, Finance, Financial Planning, Social Media, Financial Modeling, Accounting, Customer Service
Education
James Madison University - College of Business
Bachelor of Business Administration (BBA), Accounting and Finance
KPMG US August 2011 - Present
U.S. Department of Labor May 2010 - November 2010
Waddell & Reed May 2008 - August 2009
Skills
Investments, Financial Analysis, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Sales, Strategic Financial..., Mutual Funds, Series 7, Retirement Planning, Morningstar, SAP, PeopleSoft, Oracle Applications, Hyperion Enterprise, Business Intelligence, Financial Management..., Inventory Management, Client Counseling, SAP Implementation, Financial Reporting, Managerial Finance, Leadership, Finance, Financial Planning, Social Media, Financial Modeling, Accounting, Customer Service
Education
James Madison University - College of Business
Bachelor of Business Administration (BBA), Accounting and Finance
Gina Wenger's Waddell & Reed Experience April 1999 - October 2005
Job Senior Staff Accountant at Anthem Media Group
Industry Accounting
Experience
Anthem Media Group February 2013 - Present
Virtual BeanCounters, Inc May 2010 - February 2013
TechSkills October 2005 - March 2012
Waddell & Reed April 1999 - October 2005
Lindburg and Vogel December 1996 - April 1999
Skills
Accounting, Microsoft Office, Customer Service, Payroll, Account Reconciliation, QuickBooks, Microsoft Excel, Microsoft Word, Financial Statements, Auditing, Great Plains, Bank Reconciliation, Journal Entries, Bookkeeping
Education
Kansas State University 1992 — 1996
Bachelor of Science, Business Administration; Accounting
Anthem Media Group February 2013 - Present
Virtual BeanCounters, Inc May 2010 - February 2013
TechSkills October 2005 - March 2012
Waddell & Reed April 1999 - October 2005
Lindburg and Vogel December 1996 - April 1999
Skills
Accounting, Microsoft Office, Customer Service, Payroll, Account Reconciliation, QuickBooks, Microsoft Excel, Microsoft Word, Financial Statements, Auditing, Great Plains, Bank Reconciliation, Journal Entries, Bookkeeping
Education
Kansas State University 1992 — 1996
Bachelor of Science, Business Administration; Accounting
Lisa Brittingham's Waddell & Reed Experience April 2013 - Present
Job Staff Assistant at Waddell & Reed
Industry Financial Services
Experience
Waddell & Reed April 2013 - Present
H&R Block September 1997 - May 2012
AlliedSignal Aerospace CompanyFM&T (aka Honeywell) January 1990 - September 1997
Skills
Executive Support, Client Service Oriented, Computer Proficiency, Communication Skills, Teamwork, Events Coordination
Education
Johnson County Community College
General Studies
Longview Community College
General Studies
Open Door High School
Graduated
Waddell & Reed April 2013 - Present
H&R Block September 1997 - May 2012
AlliedSignal Aerospace CompanyFM&T (aka Honeywell) January 1990 - September 1997
Skills
Executive Support, Client Service Oriented, Computer Proficiency, Communication Skills, Teamwork, Events Coordination
Education
Johnson County Community College
General Studies
Longview Community College
General Studies
Open Door High School
Graduated
Vickie Mallicoat's Waddell & Reed Experience November 2011 - January 2013
Job Director of Channel Management at Waddell & Reed/Ivy Funds
Industry Financial Services
Experience
Ivy Funds January 2013 - Present
Waddell & Reed November 2011 - January 2013
Waddell & Reed October 2010 - December 2011
Waddell & Reed Financial Services June 2007 - October 2010
Hallmark Cards 2003 - 2007
Hallmark Cards 1997 - 2003
Skills
Business Analysis, SharePoint, Cross-functional Team..., Vendor Management, Process Improvement, Business Intelligence, Project Management, Visio, Program Management, Business Development, SDLC, Business Process..., Budgets, Agile Project Management, CRM, Strategy, Leadership
Education
Iowa State University 1992 — 1997
Finance and Management Information Systems
Ivy Funds January 2013 - Present
Waddell & Reed November 2011 - January 2013
Waddell & Reed October 2010 - December 2011
Waddell & Reed Financial Services June 2007 - October 2010
Hallmark Cards 2003 - 2007
Hallmark Cards 1997 - 2003
Skills
Business Analysis, SharePoint, Cross-functional Team..., Vendor Management, Process Improvement, Business Intelligence, Project Management, Visio, Program Management, Business Development, SDLC, Business Process..., Budgets, Agile Project Management, CRM, Strategy, Leadership
Education
Iowa State University 1992 — 1997
Finance and Management Information Systems
Angela Simpkins's Waddell & Reed Experience 2012 - 2013
Job Sr. Database Administrator at Cerner Corporation
Industry Information Technology and Services
Experience
Cerner Corporation March 2013 - Present
Waddell & Reed 2012 - 2013
Johnson County Community College January 2004 - December 2011
University of Kansas Medical Center January 2003 - August 2004
University of Kansas Medical Center January 2000 - January 2003
Midwest Ferret Company October 1997 - January 2001
OTR Express October 1999 - July 2000
PDA Inc October 1996 - October 1997
Clinical Reference Laboratory June 1993 - October 1996
Skills
Security, SDLC, Unix Shell Scripting, Oracle, System Administration, Unix, SQL, Project Management, Nonprofits, Disaster Recovery, Business Process, Servers, Linux, Solaris, Databases, Microsoft SQL Server, Hardware, Testing, Integration, Program Management, Troubleshooting, Software Documentation, Technical Support, Access
Education
Walden University 2007 — 2009
Master of Science, Public Policy and Administration 2009
Park University 1999 — 2001
Bachelor of Science, Management/Computer Information Systems
Cincinnati Technical College, Area
Management Information Systems
Johnson County Community College
Cerner Corporation March 2013 - Present
Waddell & Reed 2012 - 2013
Johnson County Community College January 2004 - December 2011
University of Kansas Medical Center January 2003 - August 2004
University of Kansas Medical Center January 2000 - January 2003
Midwest Ferret Company October 1997 - January 2001
OTR Express October 1999 - July 2000
PDA Inc October 1996 - October 1997
Clinical Reference Laboratory June 1993 - October 1996
Skills
Security, SDLC, Unix Shell Scripting, Oracle, System Administration, Unix, SQL, Project Management, Nonprofits, Disaster Recovery, Business Process, Servers, Linux, Solaris, Databases, Microsoft SQL Server, Hardware, Testing, Integration, Program Management, Troubleshooting, Software Documentation, Technical Support, Access
Education
Walden University 2007 — 2009
Master of Science, Public Policy and Administration 2009
Park University 1999 — 2001
Bachelor of Science, Management/Computer Information Systems
Cincinnati Technical College, Area
Management Information Systems
Johnson County Community College
Camille Joyce's Waddell & Reed Experience August 2011 - December 2012
Job at
Industry Pharmaceuticals
Experience
GEHA August 2013 - Present
Research Medical Center December 2012 - August 2013
Waddell & Reed August 2011 - December 2012
Quintiles, Inc September 2009 - August 2012
Ameripath Diagnostics/Quest Diagnostics June 2008 - March 2009
Office Team September 2007 - April 2008
Catalyst Rx March 2003 - August 2007
1-888-PetMeds August 2002 - February 2003
Skills
Data Entry, 10 Key, Outstanding Customer..., Quality Assurance, Healthcare, Clinical Research, Medical Records, Filing, Databases, GCP, Outlook
Education
Kansas State University 1995 — 1997
Elementary Education
Washington High School 1992 — 1995
Basic Studies
GEHA August 2013 - Present
Research Medical Center December 2012 - August 2013
Waddell & Reed August 2011 - December 2012
Quintiles, Inc September 2009 - August 2012
Ameripath Diagnostics/Quest Diagnostics June 2008 - March 2009
Office Team September 2007 - April 2008
Catalyst Rx March 2003 - August 2007
1-888-PetMeds August 2002 - February 2003
Skills
Data Entry, 10 Key, Outstanding Customer..., Quality Assurance, Healthcare, Clinical Research, Medical Records, Filing, Databases, GCP, Outlook
Education
Kansas State University 1995 — 1997
Elementary Education
Washington High School 1992 — 1995
Basic Studies
Chace Brundige's Waddell & Reed Experience 2003 - Present
Job Portfolio Manager at Waddell & Reed
Industry Financial Services
Experience
Waddell & Reed 2003 - Present
Citadel Investment Group 2001 - 2003
TCW WestBridge Ventures 1999 - 2001
Waddell & Reed 1996 - 1999
UMB Bank 1991 - 1994
Education
University of Chicago 1994 — 1996
MBA
Kansas State University 1987 — 1991
BS, Finance
Waddell & Reed 2003 - Present
Citadel Investment Group 2001 - 2003
TCW WestBridge Ventures 1999 - 2001
Waddell & Reed 1996 - 1999
UMB Bank 1991 - 1994
Education
University of Chicago 1994 — 1996
MBA
Kansas State University 1987 — 1991
BS, Finance
Debbie Cadwell's Waddell & Reed Experience February 2003 - Present
Job Sr. Accounting Administrator at Waddell & Reed
Industry Financial Services
Experience
Waddell & Reed February 2003 - Present
UMB Bank 1974 - 2003
Skills
Financial Planners, Financial Reporting, General Ledger, Insurance, Cash Flow, Sarbanes-Oxley Act, Internal Audit, Fund Accounting, Financial Analysis, Banking
Education
Johnson County Community College 1988 — 1990
Accounting/Management
Kansas City Kansas Community College 1980 — 1982
Center High School 1968 — 1971
Waddell & Reed February 2003 - Present
UMB Bank 1974 - 2003
Skills
Financial Planners, Financial Reporting, General Ledger, Insurance, Cash Flow, Sarbanes-Oxley Act, Internal Audit, Fund Accounting, Financial Analysis, Banking
Education
Johnson County Community College 1988 — 1990
Accounting/Management
Kansas City Kansas Community College 1980 — 1982
Center High School 1968 — 1971
Damon Bootes's Waddell & Reed Experience May 2015 - Present
Job Financial Advisor at Waddell & Reed
Industry Financial Services
Experience
Waddell & Reed May 2015 - Present
DRB Tax Planning Service January 1994 - Present
Five M Transportation Corporation March 2004 - May 2015
Architectural Concrete, Inc. March 1998 - June 2006
United Services Life - ReliaStar September 1993 - April 2004
KY Derby Festival April 1989 - September 1993
Skills
New Business Development, Strategic Planning, Management, Financial Analysis, Negotiation, Sales, Logistics, Event Management, Investments, Team Building, Sales Management, Operations Management, Account Management, Marketing Strategy
Education
Indiana University Bloomington 1986 — 1990
Sport Marketing & Management
St. Xavier HS 1982 — 1986
Holy Trinity 1974 — 1982
Waddell & Reed May 2015 - Present
DRB Tax Planning Service January 1994 - Present
Five M Transportation Corporation March 2004 - May 2015
Architectural Concrete, Inc. March 1998 - June 2006
United Services Life - ReliaStar September 1993 - April 2004
KY Derby Festival April 1989 - September 1993
Skills
New Business Development, Strategic Planning, Management, Financial Analysis, Negotiation, Sales, Logistics, Event Management, Investments, Team Building, Sales Management, Operations Management, Account Management, Marketing Strategy
Education
Indiana University Bloomington 1986 — 1990
Sport Marketing & Management
St. Xavier HS 1982 — 1986
Holy Trinity 1974 — 1982
Kimberly Greenwood's Waddell & Reed Experience September 2008 - December 2008
Job Financial Institution Specialist at Federal Deposit Insurance Corporation
Industry Banking
Experience
Federal Deposit Insurance Corporation February 2014 - Present
City of Jacksonville February 2013 - February 2014
City of Jacksonville October 2012 - February 2013
Jacksonville Public Library December 2008 - September 2012
US Navy November 1990 - September 2012
Waddell & Reed September 2008 - December 2008
Ameriprise Financial Services, Inc. May 2007 - December 2007
FedEx Ground July 2004 - April 2007
FedEx Ground June 2002 - July 2004
Raytheon Missile Systems October 2000 - June 2002
Skills
Access, Attention To Detail, Process Improvement, Six Sigma, Operations Management, Inventory Management, Logistics, Analysis, Security Clearance, Logistics Management, Transportation, Leadership, DoD, Data Analysis, Aviation, Quality Control, Microsoft Excel, Microsoft Word, Management, Program Management, Government
Education
Jacksonville University 2010 — 2012
Executive Master of Business Administration, Leadership Development
The University of Texas at Arlington - College of Business Administration 1995 — 1998
Bachelor of Business Administration, Finance
Federal Deposit Insurance Corporation February 2014 - Present
City of Jacksonville February 2013 - February 2014
City of Jacksonville October 2012 - February 2013
Jacksonville Public Library December 2008 - September 2012
US Navy November 1990 - September 2012
Waddell & Reed September 2008 - December 2008
Ameriprise Financial Services, Inc. May 2007 - December 2007
FedEx Ground July 2004 - April 2007
FedEx Ground June 2002 - July 2004
Raytheon Missile Systems October 2000 - June 2002
Skills
Access, Attention To Detail, Process Improvement, Six Sigma, Operations Management, Inventory Management, Logistics, Analysis, Security Clearance, Logistics Management, Transportation, Leadership, DoD, Data Analysis, Aviation, Quality Control, Microsoft Excel, Microsoft Word, Management, Program Management, Government
Education
Jacksonville University 2010 — 2012
Executive Master of Business Administration, Leadership Development
The University of Texas at Arlington - College of Business Administration 1995 — 1998
Bachelor of Business Administration, Finance
Catherine Stump's Waddell & Reed Experience November 2005 - June 2007
Job Computer Software Professional
Industry Computer Software
Experience
Waddell and Reed Services June 2007 - January 2009
Waddell & Reed November 2005 - June 2007
Waddell & Reed February 2000 - November 2005
Waddell & Reed June 1998 - February 2000
Waddell & Reed March 1970 - June 1998
Education
Johnson County Community College 1999 — 2000
Leadership Training Certification
William Jewell College 1987 — 1995
BS, Business Management and Data Processing
Waddell and Reed Services June 2007 - January 2009
Waddell & Reed November 2005 - June 2007
Waddell & Reed February 2000 - November 2005
Waddell & Reed June 1998 - February 2000
Waddell & Reed March 1970 - June 1998
Education
Johnson County Community College 1999 — 2000
Leadership Training Certification
William Jewell College 1987 — 1995
BS, Business Management and Data Processing
Ted Spurgeon's Waddell & Reed Experience 2008 - 2010
Job Investment Consultant At Meridian Investment Advisors, Inc.
Industry Investment Management
Experience
Meridian Investment Advisors, Inc. February 2013 - Present
Ternion Group 2011 - February 2013
Waddell & Reed 2008 - 2010
Reachmore 2008 - 2010
Skills
Investments, 401k
Education
Indiana University-Purdue University at Indianapolis
BS, Science
Meridian Investment Advisors, Inc. February 2013 - Present
Ternion Group 2011 - February 2013
Waddell & Reed 2008 - 2010
Reachmore 2008 - 2010
Skills
Investments, 401k
Education
Indiana University-Purdue University at Indianapolis
BS, Science
Jan Stephan's Waddell & Reed Experience April 2005 - Present
Job paralegal at Waddell & Reed
Industry Financial Services
Experience
Waddell & Reed April 2005 - Present
Sonnenschein, Sherman & Deutsch, LLP March 2004 - March 2005
Stinson Morrison Hecker 1996 - 2004
Skills
Estate Planning, Notary Public, Bankruptcy, Securities, Corporate Law, Real Estate Transactions, Probate
Education
Johnson County Community College
Associate of Arts (A.A.), Paralegal Studies
University of Kansas
Bachelor's degree, English/Psychology
Waddell & Reed April 2005 - Present
Sonnenschein, Sherman & Deutsch, LLP March 2004 - March 2005
Stinson Morrison Hecker 1996 - 2004
Skills
Estate Planning, Notary Public, Bankruptcy, Securities, Corporate Law, Real Estate Transactions, Probate
Education
Johnson County Community College
Associate of Arts (A.A.), Paralegal Studies
University of Kansas
Bachelor's degree, English/Psychology
Nikki Unmack's Waddell & Reed Experience November 2011 - September 2013
Job Education and Programs Administrator at ARMA International
Industry Financial Services
Experience
ARMA International July 2014 - Present
ARMA International December 2013 - June 2014
ARMA International September 2013 - December 2013
Waddell & Reed November 2011 - September 2013
Commerce Bank August 2011 - November 2011
Scherzer & Associates Inc April 2011 - August 2011
Various Private Families August 2004 - April 2011
Bank of America September 2010 - November 2010
Farmland Foods June 2009 - November 2009
Block and Company Inc. August 2008 - February 2009
Skills
Administrative..., Outlook, Time Management, Invoicing, Accounts Payable, Accounts Receivable, Microsoft Excel, Microsoft Word, Management, Sales, Account Reconciliation, Customer Service, Leadership, Event Planning, Microsoft Office, Research, PowerPoint, Event Management, Process Improvement, Administration, Data Entry
Education
The University of Kansas 2008 — 2009
Bachelor of General Studies, Communication Studies
Johnson County Community College 2004 — 2007
Associate of Art, General Studies
ARMA International July 2014 - Present
ARMA International December 2013 - June 2014
ARMA International September 2013 - December 2013
Waddell & Reed November 2011 - September 2013
Commerce Bank August 2011 - November 2011
Scherzer & Associates Inc April 2011 - August 2011
Various Private Families August 2004 - April 2011
Bank of America September 2010 - November 2010
Farmland Foods June 2009 - November 2009
Block and Company Inc. August 2008 - February 2009
Skills
Administrative..., Outlook, Time Management, Invoicing, Accounts Payable, Accounts Receivable, Microsoft Excel, Microsoft Word, Management, Sales, Account Reconciliation, Customer Service, Leadership, Event Planning, Microsoft Office, Research, PowerPoint, Event Management, Process Improvement, Administration, Data Entry
Education
The University of Kansas 2008 — 2009
Bachelor of General Studies, Communication Studies
Johnson County Community College 2004 — 2007
Associate of Art, General Studies
Rodney Toth's Waddell & Reed Experience October 2001 - August 2002
Job Insurance and Sales Professional
Industry Insurance
Experience
Combined Insurance Company of America January 2011 - Present
Mutual of Omaha August 2002 - August 2003
Waddell & Reed October 2001 - August 2002
MetLife October 2000 - October 2001
Bankers Life and Casualty 1997 - October 2000
Minneapolis Public Schools May 1979 - August 1998
US Navy October 1971 - October 1975
Skills
Outside Sales, Sales Management, Computer Office Suite..., Verbal, Oral (both...
Education
Inver Hills Community College 1993 — 1996
Aviation (Air Traffic Control), Aviation Careers
University of Minnesota-Twin Cities 1976 — 1980
None, General College
Centennial High School, Circle Pines, MN 1967 — 1971
College Prep Degree, College Prep
Combined Insurance Company of America January 2011 - Present
Mutual of Omaha August 2002 - August 2003
Waddell & Reed October 2001 - August 2002
MetLife October 2000 - October 2001
Bankers Life and Casualty 1997 - October 2000
Minneapolis Public Schools May 1979 - August 1998
US Navy October 1971 - October 1975
Skills
Outside Sales, Sales Management, Computer Office Suite..., Verbal, Oral (both...
Education
Inver Hills Community College 1993 — 1996
Aviation (Air Traffic Control), Aviation Careers
University of Minnesota-Twin Cities 1976 — 1980
None, General College
Centennial High School, Circle Pines, MN 1967 — 1971
College Prep Degree, College Prep
Edward Klein's Waddell & Reed Experience March 2012 - Present
Job ETL Developer / Scrum Master at Waddell & Reed
Industry Information Technology and Services
Experience
Waddell & Reed March 2012 - Present
Sogeti USA January 2009 - March 2012
Bain Capital December 2007 - January 2009
Truman Medical Centers March 2007 - December 2007
Benchmark Insurance Company June 2006 - March 2007
QC Holdings November 2005 - June 2006
Silpada Designs March 2004 - November 2005
LifeNet Community Behavioral Healthcare April 2001 - February 2004
FSI International August 2000 - March 2001
Raytheon February 1998 - August 2000
Education
Kansas State University 1993 — 1997
BSEE, Electrical Engineering
Waddell & Reed March 2012 - Present
Sogeti USA January 2009 - March 2012
Bain Capital December 2007 - January 2009
Truman Medical Centers March 2007 - December 2007
Benchmark Insurance Company June 2006 - March 2007
QC Holdings November 2005 - June 2006
Silpada Designs March 2004 - November 2005
LifeNet Community Behavioral Healthcare April 2001 - February 2004
FSI International August 2000 - March 2001
Raytheon February 1998 - August 2000
Education
Kansas State University 1993 — 1997
BSEE, Electrical Engineering
Jaye Wilcox's Waddell & Reed Experience November 2014 - Present
Job Field Compensation Specialist at Waddell & Reed
Industry Investment Management
Experience
Waddell & Reed November 2014 - Present
Waddell & Reed September 2011 - March 2012
Private Family July 2010 - August 2011
Colonial Presbyterian Church 2009 - 2009
Skills
Leadership, Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Customer Service, Public Speaking, Time Management, Research, Outlook
Education
Kansas State University 2008 — 2010
Bachelor of Science, Human Services
Waddell & Reed November 2014 - Present
Waddell & Reed September 2011 - March 2012
Private Family July 2010 - August 2011
Colonial Presbyterian Church 2009 - 2009
Skills
Leadership, Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Customer Service, Public Speaking, Time Management, Research, Outlook
Education
Kansas State University 2008 — 2010
Bachelor of Science, Human Services
Patti Schewe's Waddell & Reed Experience September 2005 - Present
Job Accounting Associate at Waddell & Reed
Industry Financial Services
Experience
Waddell & Reed September 2005 - Present
Retail Grocer's/Food Industry Services January 1999 - June 2005
Skills
Financial Accounting, Finance, Financial Analysis, Financial Reporting, General Ledger, Financial Statements, Tax, Auditing, Financial Modeling, Cash Flow, QuickBooks, Accounting, Account Reconciliation, Microsoft Excel, Accounts Payable, Accounts Receivable, Journal Entries, Bank Reconciliation
Education
Johnson County Community College
Penn Valley Community College
Waddell & Reed September 2005 - Present
Retail Grocer's/Food Industry Services January 1999 - June 2005
Skills
Financial Accounting, Finance, Financial Analysis, Financial Reporting, General Ledger, Financial Statements, Tax, Auditing, Financial Modeling, Cash Flow, QuickBooks, Accounting, Account Reconciliation, Microsoft Excel, Accounts Payable, Accounts Receivable, Journal Entries, Bank Reconciliation
Education
Johnson County Community College
Penn Valley Community College
Angel Nunnally's Waddell & Reed Experience June 2007 - Present
Job I am interested in Reconciliation I have this experience from DST over 10 years of this type of work
Industry Financial Services
Experience
Waddell & Reed June 2007 - Present
DST Systems 1999 - 2004
DST Systems March 1992 - August 1995
Skills
Software Documentation, Visio, Access, Process Improvement, User Acceptance Testing, SharePoint, Analysis, Testing, SDLC, Insurance
Education
Kansas City Kansas Community College 1989 — 1990
Word Processing
Wyandotte High 1985 — 1989
High School Diploma, General Studies
Waddell & Reed June 2007 - Present
DST Systems 1999 - 2004
DST Systems March 1992 - August 1995
Skills
Software Documentation, Visio, Access, Process Improvement, User Acceptance Testing, SharePoint, Analysis, Testing, SDLC, Insurance
Education
Kansas City Kansas Community College 1989 — 1990
Word Processing
Wyandotte High 1985 — 1989
High School Diploma, General Studies
John Tyler H. Walker's Waddell & Reed Experience June 2011 - August 2011
Job Retirement Consultant at GreatWest Financial
Industry Financial Services
Experience
Great-West Financial May 2015 - Present
J.P. Morgan July 2012 - April 2015
Waddell & Reed June 2011 - August 2011
Skills
Financial Analysis, Investments, Portfolio Management, Finance, Equities, Value Investing, Short Seller, Financial Modeling, Valuation, Series 7, Series 6, Series 63, Options Strategies
Education
Johnson & Wales University-Denver 2008 — 2012
Bachelor’s Degree, Management
Great-West Financial May 2015 - Present
J.P. Morgan July 2012 - April 2015
Waddell & Reed June 2011 - August 2011
Skills
Financial Analysis, Investments, Portfolio Management, Finance, Equities, Value Investing, Short Seller, Financial Modeling, Valuation, Series 7, Series 6, Series 63, Options Strategies
Education
Johnson & Wales University-Denver 2008 — 2012
Bachelor’s Degree, Management
Cody Bitterlin's Waddell & Reed Experience 2010 - October 2012
Job Senior Commercial Credit Analyst at UMB Bank
Industry Financial Services
Experience
UMB Bank September 2012 - Present
Waddell & Reed 2010 - October 2012
Wells Fargo 2010 - 2010
Central National Bank 2009 - 2010
Skills
Financial Analysis, Strategic Financial..., Financial Risk, Finance, Financial Modeling, Banking, Investment Banking, Problem Solving, Highly detail oriented, Communication, Organization, Credit Analysis, Risk Assessment, Credit Risk, Business Strategy, Business, Business Analysis, Strategic Planning, Strategic Thinking, Critical Thinking, Marketing, Research, Market Research, Investment Strategies, Financial Statement..., Financial Statements, Budget, Asset Allocation, Asset Managment
Education
Kansas State University 2006 — 2009
Bachelor of Business Administration (BBA), Finance and Financial Management Services
UMB Bank September 2012 - Present
Waddell & Reed 2010 - October 2012
Wells Fargo 2010 - 2010
Central National Bank 2009 - 2010
Skills
Financial Analysis, Strategic Financial..., Financial Risk, Finance, Financial Modeling, Banking, Investment Banking, Problem Solving, Highly detail oriented, Communication, Organization, Credit Analysis, Risk Assessment, Credit Risk, Business Strategy, Business, Business Analysis, Strategic Planning, Strategic Thinking, Critical Thinking, Marketing, Research, Market Research, Investment Strategies, Financial Statement..., Financial Statements, Budget, Asset Allocation, Asset Managment
Education
Kansas State University 2006 — 2009
Bachelor of Business Administration (BBA), Finance and Financial Management Services
Jan Stephan's Waddell & Reed Experience May 2005 - September 2012
Job Paralegal at Dairy Farmers of America
Industry Dairy
Experience
Dairy Farmers of America October 2012 - Present
Waddell & Reed May 2005 - September 2012
Dentons April 2004 - May 2005
Stinson Leonard Street LLP March 1996 - April 2004
Skills
Legal Writing, Contract Management, Contract Negotiation, Human Resources, Project Management, Management, Leadership, Litigation, Budgets, Microsoft Office, Strategic Planning, Sales, Process Improvement, Legal Research, Customer Service, Cross-functional Team..., Mergers & Acquisitions, Team Building, Marketing, Negotiation, Bankruptcy, Public Speaking, Corporate Law, Research, Due Diligence
Education
Johnson County Community College 1982 — 1984
Associate of Arts Degree, Paralegal Studies Certification
University of Kansas 1978 — 1980
Bachelor's degree, English/Psychology
Kansas State University 1976 — 1978
Interior Design
Dairy Farmers of America October 2012 - Present
Waddell & Reed May 2005 - September 2012
Dentons April 2004 - May 2005
Stinson Leonard Street LLP March 1996 - April 2004
Skills
Legal Writing, Contract Management, Contract Negotiation, Human Resources, Project Management, Management, Leadership, Litigation, Budgets, Microsoft Office, Strategic Planning, Sales, Process Improvement, Legal Research, Customer Service, Cross-functional Team..., Mergers & Acquisitions, Team Building, Marketing, Negotiation, Bankruptcy, Public Speaking, Corporate Law, Research, Due Diligence
Education
Johnson County Community College 1982 — 1984
Associate of Arts Degree, Paralegal Studies Certification
University of Kansas 1978 — 1980
Bachelor's degree, English/Psychology
Kansas State University 1976 — 1978
Interior Design
Diana Heil's Waddell & Reed Experience June 1990 - Present
Job Administrative Assistant at Waddell & Reed
Industry Financial Services
Experience
Waddell & Reed June 1990 - Present
Education
Jefferson Community College 1987 — 1990
Pleasure Ridge Park 1983 — 1987
High School
Waddell & Reed June 1990 - Present
Education
Jefferson Community College 1987 — 1990
Pleasure Ridge Park 1983 — 1987
High School
T Rowe Price
The Blackstone Group
Pioneer Investments
Lazard
ING Investment Management
Deutsche Asset Management
Lazard Asset Management
Natixis Global Asset Management