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
Barbara Lynn Barbara Lynn's Waddell & Reed Experience January 1984 - January 1990
Job RN at Southwest Community Health Care Center
Industry Hospital & Health Care
Experience
Southwest Community Health Care Center May 2015 - Present
Jenkins Davisson LLC January 2014 - May 2015
American Red Cross 2006 - 2012
Waddell & Reed January 1984 - January 1990
Skills
Venipuncture, Apheresis, Health Screening, Word Processing, Quicken, Office Organizing, Microsoft Excel
Education
Linfield College-Nursing & Health Sciences 2004 — 2006
Bachelor's Degree, Registered Nursing/Registered Nurse
Oregon State University 1976 — 1980
Bachelor's Degree, Zoology/Animal Biology
Southwest Community Health Care Center May 2015 - Present
Jenkins Davisson LLC January 2014 - May 2015
American Red Cross 2006 - 2012
Waddell & Reed January 1984 - January 1990
Skills
Venipuncture, Apheresis, Health Screening, Word Processing, Quicken, Office Organizing, Microsoft Excel
Education
Linfield College-Nursing & Health Sciences 2004 — 2006
Bachelor's Degree, Registered Nursing/Registered Nurse
Oregon State University 1976 — 1980
Bachelor's Degree, Zoology/Animal Biology
Troy Crutcher, CFP® Troy Crutcher, CFP®'s Waddell & Reed Experience 2008 - March 2012
Job Certified Financial Planner and Wealth Manager
Industry Financial Services
Experience
McIlrath Eck, LLC March 2012 - Present
Waddell & Reed 2008 - March 2012
Michael Leon Construction January 2004 - July 2008
UPS September 1989 - August 1999
Skills
Estate Planning, Retirement, Financial Advisory, Wealth Management, Investments, Life Insurance, Retirement Planning, Asset Allocation, Finance, Portfolio Management, Investment Strategies, Insurance, IRAs, Investment Advisory, Series 7, Disability Insurance
Education
Metropolitan State University of Denver 2011 — 2012
Certificate in Personal Financial Planning
Western Washington University 2005 — 2007
Bachelor of Arts, Finance
McIlrath Eck, LLC March 2012 - Present
Waddell & Reed 2008 - March 2012
Michael Leon Construction January 2004 - July 2008
UPS September 1989 - August 1999
Skills
Estate Planning, Retirement, Financial Advisory, Wealth Management, Investments, Life Insurance, Retirement Planning, Asset Allocation, Finance, Portfolio Management, Investment Strategies, Insurance, IRAs, Investment Advisory, Series 7, Disability Insurance
Education
Metropolitan State University of Denver 2011 — 2012
Certificate in Personal Financial Planning
Western Washington University 2005 — 2007
Bachelor of Arts, Finance
David Marinelli David Marinelli's Waddell & Reed Experience September 2007 - June 2008
Job Realtor at Corner Stone Realty, LLC
Industry Real Estate
Experience
Corner Stone Realty, LLC 2013 - Present
United States Postal Service December 2010 - May 2013
Baystate Financial Services July 2008 - July 2010
Waddell & Reed September 2007 - June 2008
Northwestern Mutual Financial Network December 2004 - August 2007
Skills
Investment Properties, Investments, Foreclosures, Referrals, First Time Home Buyers, Real Estate, Short Sales, Relocation, REO, Listings, New Home Sales, Investors, Sellers, Buyer Representation, Finance, Condos, Single Family Homes
Education
Merrimack College 1987 — 1993
Bachelor of Science (BS), Finance, General
Corner Stone Realty, LLC 2013 - Present
United States Postal Service December 2010 - May 2013
Baystate Financial Services July 2008 - July 2010
Waddell & Reed September 2007 - June 2008
Northwestern Mutual Financial Network December 2004 - August 2007
Skills
Investment Properties, Investments, Foreclosures, Referrals, First Time Home Buyers, Real Estate, Short Sales, Relocation, REO, Listings, New Home Sales, Investors, Sellers, Buyer Representation, Finance, Condos, Single Family Homes
Education
Merrimack College 1987 — 1993
Bachelor of Science (BS), Finance, General
Jerry Hagman Jr Jerry Hagman Jr's Waddell & Reed Experience 2012 - 2013
Job Financial Advisor at RCU Royal Credit Union
Industry Financial Services
Experience
Royal Credit Union - RCU Investment & Insurance Team March 2014 - Present
Waddell & Reed 2012 - 2013
Blue Chip Trading LLC 1999 - 2002
Pure Trading LLC 1997 - 1999
Dempsey & Company LLC 1988 - 1997
Skills
Finra Series 7 and 66, WI State Life, Accident..., Trading of equities,..., Series 7, Mutual Funds, Series 63, Investments, Securities, Equities, Wealth Management, Portfolio Management, Retirement Planning, Fixed Income, Asset Allocation, Options, Uniform Combined State..., FINRA
Education
Lake Forest College
Bachelor of Arts (B.A.), Health Services Administration
Royal Credit Union - RCU Investment & Insurance Team March 2014 - Present
Waddell & Reed 2012 - 2013
Blue Chip Trading LLC 1999 - 2002
Pure Trading LLC 1997 - 1999
Dempsey & Company LLC 1988 - 1997
Skills
Finra Series 7 and 66, WI State Life, Accident..., Trading of equities,..., Series 7, Mutual Funds, Series 63, Investments, Securities, Equities, Wealth Management, Portfolio Management, Retirement Planning, Fixed Income, Asset Allocation, Options, Uniform Combined State..., FINRA
Education
Lake Forest College
Bachelor of Arts (B.A.), Health Services Administration
Valerie Andrews Valerie Andrews's Waddell & Reed Experience January 2015 - Present
Job Advisor Assistant
Industry Financial Services
Experience
Waddell & Reed January 2015 - Present
Exchange Bank March 2014 - January 2015
BANK VI May 2007 - March 2014
Wells Fargo Financial July 2006 - May 2007
First Management Inc August 2004 - May 2006
Skills
Business Analysis, Process Improvement, Risk Management, Leadership, Team Leadership, Banking, Team Building, Sales, Strategic Planning, New Business Development, Sales Management, Business Strategy
Education
Kansas State University 2002 — 2006
BS, FINANCE
Ellis High School 1998 — 2002
Waddell & Reed January 2015 - Present
Exchange Bank March 2014 - January 2015
BANK VI May 2007 - March 2014
Wells Fargo Financial July 2006 - May 2007
First Management Inc August 2004 - May 2006
Skills
Business Analysis, Process Improvement, Risk Management, Leadership, Team Leadership, Banking, Team Building, Sales, Strategic Planning, New Business Development, Sales Management, Business Strategy
Education
Kansas State University 2002 — 2006
BS, FINANCE
Ellis High School 1998 — 2002
Jeffrey A. Bringer Jeffrey A. Bringer's Waddell & Reed Experience 2000 - 2006
Job Jr. .Net Developer
Industry Information Technology and Services
Experience
Analysts International Corporation (AIC) - subcontracting at the USMC IT Center October 2014 - January 2015
Metro Title Services May 2014 - July 2014
Associated Wholesale Grocers February 2014 - April 2014
ProCore Resource Group October 2011 - January 2013
Centriq Training March 2011 - July 2011
DST Systems 2006 - 2010
Waddell & Reed 2000 - 2006
Waddell & Reed 1997 - 2000
Continental Healthcare Systems, Inc. 1990 - 1997
Continental Healthcare Systems, Inc. 1987 - 1990
Skills
DB2, CICS, JCL, ASP.NET, JavaScript, AJAX, XHTML, Windows 7, AIX, z/OS, SQL, Unix, COBOL, Microsoft SQL Server, C#, XML, Databases, SDLC, HTML, Testing, Requirements Analysis, TSO, Easytrieve, ETL, .NET, Web Applications, Visual Studio
Education
Centriq Training
Longview Community College
AA, Computer Information Systems
Analysts International Corporation (AIC) - subcontracting at the USMC IT Center October 2014 - January 2015
Metro Title Services May 2014 - July 2014
Associated Wholesale Grocers February 2014 - April 2014
ProCore Resource Group October 2011 - January 2013
Centriq Training March 2011 - July 2011
DST Systems 2006 - 2010
Waddell & Reed 2000 - 2006
Waddell & Reed 1997 - 2000
Continental Healthcare Systems, Inc. 1990 - 1997
Continental Healthcare Systems, Inc. 1987 - 1990
Skills
DB2, CICS, JCL, ASP.NET, JavaScript, AJAX, XHTML, Windows 7, AIX, z/OS, SQL, Unix, COBOL, Microsoft SQL Server, C#, XML, Databases, SDLC, HTML, Testing, Requirements Analysis, TSO, Easytrieve, ETL, .NET, Web Applications, Visual Studio
Education
Centriq Training
Longview Community College
AA, Computer Information Systems
Richard Maddock's Waddell & Reed Experience June 2015 - Present
Job Intern at Waddell & Reed
Industry Computer Software
Experience
Waddell & Reed June 2015 - Present
Cashco Distributors Inc. January 2013 - September 2013
Skills
Economics, Eco Friendly, Passionate, Personable, Genuine, Critical Thinking, Mathematics, Microsoft Office, Presentations, PowerPoint, Leadership, Research, Public Speaking, Teamwork, Microsoft Excel, Event Planning
Education
University of Oregon 2013 — 2016
Marquette University 2012 — 2013
Waddell & Reed June 2015 - Present
Cashco Distributors Inc. January 2013 - September 2013
Skills
Economics, Eco Friendly, Passionate, Personable, Genuine, Critical Thinking, Mathematics, Microsoft Office, Presentations, PowerPoint, Leadership, Research, Public Speaking, Teamwork, Microsoft Excel, Event Planning
Education
University of Oregon 2013 — 2016
Marquette University 2012 — 2013
Varag Gharibjanian Varag Gharibjanian's Waddell & Reed Experience April 2010 - January 2012
Job Graduate Fellow, MIT Systems Design & Management
Industry Management Consulting
Experience
Endeavour Partners July 2014 - Present
Endeavour Partners April 2013 - July 2014
Waddell & Reed April 2010 - January 2012
Mobilitie June 2010 - March 2011
Custom Silicon Solutions, Inc. January 2009 - October 2009
Skills
Data Analysis, Financial Modeling, Financial Planning, AutoCAD, Microsoft Office, Matlab, Computer Hardware, Computer Repair, Structural Analysis, Calculus, Linear Algebra, Tutoring, Annuities, Insurance, PowerPoint, Probability Theory, Mutual Funds, Options Strategies, Stocks, Bonds, 401k Rollovers, Engineering Mathematics, Strategic Financial..., Equity Research, Microsoft Excel, Asset Managment, Business Development, IP, Modeling, Problem Solving, Quantitative Analytics, R&D, Physics, Statistics, Analysis, Strategy, Economics, Stata, Entrepreneurship, Business Strategy, Start-ups, Project Management, Research, Management Consulting, Program Management, Consulting, Market Research, Mobile Devices, Finance, Leadership
Education
Massachusetts Institute of Technology - Sloan School of Management 2015 — 2017
Master’s Degree, Engineering and Management
Massachusetts Institute of Technology 2015 — 2017
Master’s Degree, Engineering and Management
UCLA 2011 — 2012
Extension, Business
University of California, Irvine 2008 — 2011
Bachelor of Engineering (B.E.)
Endeavour Partners July 2014 - Present
Endeavour Partners April 2013 - July 2014
Waddell & Reed April 2010 - January 2012
Mobilitie June 2010 - March 2011
Custom Silicon Solutions, Inc. January 2009 - October 2009
Skills
Data Analysis, Financial Modeling, Financial Planning, AutoCAD, Microsoft Office, Matlab, Computer Hardware, Computer Repair, Structural Analysis, Calculus, Linear Algebra, Tutoring, Annuities, Insurance, PowerPoint, Probability Theory, Mutual Funds, Options Strategies, Stocks, Bonds, 401k Rollovers, Engineering Mathematics, Strategic Financial..., Equity Research, Microsoft Excel, Asset Managment, Business Development, IP, Modeling, Problem Solving, Quantitative Analytics, R&D, Physics, Statistics, Analysis, Strategy, Economics, Stata, Entrepreneurship, Business Strategy, Start-ups, Project Management, Research, Management Consulting, Program Management, Consulting, Market Research, Mobile Devices, Finance, Leadership
Education
Massachusetts Institute of Technology - Sloan School of Management 2015 — 2017
Master’s Degree, Engineering and Management
Massachusetts Institute of Technology 2015 — 2017
Master’s Degree, Engineering and Management
UCLA 2011 — 2012
Extension, Business
University of California, Irvine 2008 — 2011
Bachelor of Engineering (B.E.)
Randall Irwin's Waddell & Reed Experience May 2009 - April 2012
Job IT Security Engineer at The University of Kansas Hospital
Industry Hospital & Health Care
Experience
The University of Kansas Hospital April 2012 - Present
Waddell & Reed May 2009 - April 2012
Zurich North America September 2007 - July 2008
American Security / Patriot Security November 2005 - March 2007
Prepare Ministries May 2000 - February 2005
The Power of One Foundation January 1999 - May 2002
Mackall, Crouse & Moore Law Firm June 1999 - October 1999
Skills
IT Business Management, IT Business Strategy, ITIL v3 Foundations..., CISSP, IT Operations, IT Audit, Diverse..., LAN wire/wireless..., Cisco VPN, Citrix, Enterprise Anti-Virus, Identity Management, Microsoft Active..., Windows PowerShell..., Microsoft Exchange..., Linux Operating System..., MS Office, SharePoint Development, Business Intelligence..., Type 70+wpm, Security, Disaster Recovery, Information Security, Firewalls, VPN, Network Security, Microsoft Exchange, Computer Security, Integration
Education
University of Minnesota-Twin Cities 1997 — 2007
Bachelor of Arts Degree (BA), Philosophy (Pre-Law)
Macalester College 1998 — 1999
Honorary Scholar, Political Philosophy
The University of Kansas Hospital April 2012 - Present
Waddell & Reed May 2009 - April 2012
Zurich North America September 2007 - July 2008
American Security / Patriot Security November 2005 - March 2007
Prepare Ministries May 2000 - February 2005
The Power of One Foundation January 1999 - May 2002
Mackall, Crouse & Moore Law Firm June 1999 - October 1999
Skills
IT Business Management, IT Business Strategy, ITIL v3 Foundations..., CISSP, IT Operations, IT Audit, Diverse..., LAN wire/wireless..., Cisco VPN, Citrix, Enterprise Anti-Virus, Identity Management, Microsoft Active..., Windows PowerShell..., Microsoft Exchange..., Linux Operating System..., MS Office, SharePoint Development, Business Intelligence..., Type 70+wpm, Security, Disaster Recovery, Information Security, Firewalls, VPN, Network Security, Microsoft Exchange, Computer Security, Integration
Education
University of Minnesota-Twin Cities 1997 — 2007
Bachelor of Arts Degree (BA), Philosophy (Pre-Law)
Macalester College 1998 — 1999
Honorary Scholar, Political Philosophy
Gwen Spells MA PHR SHRM-CP Gwen Spells MA PHR SHRM-CP's Waddell & Reed Experience June 2002 - September 2003
Job Human Resource Specialist / Client Liaison
Industry Human Resources
Experience
Insperity January 2011 - Present
Insperity September 2006 - December 2010
Paychex October 2003 - June 2005
Waddell & Reed June 2002 - September 2003
Pro Staff October 2000 - February 2001
Kmart Corporation June 2000 - October 2000
Skills
PEO, Government Compliance, Benefits, Employee Relations, Payroll, Human Relations, Office Management, Strategic Planning, Performance Management, Teamwork, Microsoft Office, Customer Service, Project Management, HRIS, Training, Policy, Employee Benefits, Talent Acquisition, Onboarding, Interviews, Recruiting, Human Resources
Education
University of Phoenix 2003 — 2005
Master of Arts (M.A.), Organizational Management
Louisiana State University 1995 — 2000
Bachelor of Science (B.S.), Human Resources Management
Insperity January 2011 - Present
Insperity September 2006 - December 2010
Paychex October 2003 - June 2005
Waddell & Reed June 2002 - September 2003
Pro Staff October 2000 - February 2001
Kmart Corporation June 2000 - October 2000
Skills
PEO, Government Compliance, Benefits, Employee Relations, Payroll, Human Relations, Office Management, Strategic Planning, Performance Management, Teamwork, Microsoft Office, Customer Service, Project Management, HRIS, Training, Policy, Employee Benefits, Talent Acquisition, Onboarding, Interviews, Recruiting, Human Resources
Education
University of Phoenix 2003 — 2005
Master of Arts (M.A.), Organizational Management
Louisiana State University 1995 — 2000
Bachelor of Science (B.S.), Human Resources Management
Kristina Carbonell Kristina Carbonell's Waddell & Reed Experience February 2007 - August 2007
Job Attorney at Law
Industry Law Practice
Experience
The Morales Law Firm July 2015 - Present
Law Offices of Mayor Joseph L. Alioto and Angela Alioto July 2015 - Present
Ribera Law Firm, A Professional Corporation May 2011 - May 2015
The Hastings Herald January 2011 - September 2012
Hastings Tenderloin Tutoring Program January 2011 - January 2012
Shriners Hospitals for Children January 2010 - August 2010
Priscilla Carbonell's Care Home October 2009 - August 2010
Cook County Public Defender's Office January 2009 - October 2009
Chicago Bulls October 2008 - May 2009
Waddell & Reed February 2007 - August 2007
Skills
Legal Research, Legal Writing, Westlaw, Litigation, Civil Litigation, Courts, Intellectual Property, Trials, Personal Injury, Lexis, Mediation, Research, Human Resources, Legal Issues, Employment Law, Criminal Law
Education
University of California, Hastings College of the Law 2010 — 2013
Juris Doctor
Loyola University Chicago 2005 — 2009
B.B.A. in Finance. B.B.A. in Marketing. B.A. in Communication Studies, Finance, Marketing, Communication Studies, Advertising/Public Relations
The Morales Law Firm July 2015 - Present
Law Offices of Mayor Joseph L. Alioto and Angela Alioto July 2015 - Present
Ribera Law Firm, A Professional Corporation May 2011 - May 2015
The Hastings Herald January 2011 - September 2012
Hastings Tenderloin Tutoring Program January 2011 - January 2012
Shriners Hospitals for Children January 2010 - August 2010
Priscilla Carbonell's Care Home October 2009 - August 2010
Cook County Public Defender's Office January 2009 - October 2009
Chicago Bulls October 2008 - May 2009
Waddell & Reed February 2007 - August 2007
Skills
Legal Research, Legal Writing, Westlaw, Litigation, Civil Litigation, Courts, Intellectual Property, Trials, Personal Injury, Lexis, Mediation, Research, Human Resources, Legal Issues, Employment Law, Criminal Law
Education
University of California, Hastings College of the Law 2010 — 2013
Juris Doctor
Loyola University Chicago 2005 — 2009
B.B.A. in Finance. B.B.A. in Marketing. B.A. in Communication Studies, Finance, Marketing, Communication Studies, Advertising/Public Relations
Susan K. Roemhildt's Waddell & Reed Experience January 2010 - August 2012
Job Client Relationship Management
Industry Financial Services
Experience
LPL Financial (Local Branch Office) October 2012 - July 2015
Waddell & Reed January 2010 - August 2012
Morgan Stanley- Smith Barney July 2006 - December 2009
ATG /Escheleon - now Integra July 2000 - July 2005
Business Telcom June 1999 - June 2000
Central Oregon Community College/ Family Resource Network September 1995 - June 1997
Economic Opportunity Committee of Clark County (HEADSTART) September 1989 - June 1995
Skills
Marketing, Customer Service, Training, Para-planning, Series 7, Series 66
Education
Oregon State University 1985 — 1989
Bachelor of Science (B.S.), Human Development, Family Studies, and Related Services
Linn-Benton Community College 1982 — 1983
Agriculture, General
Harrisburg High School
LPL Financial (Local Branch Office) October 2012 - July 2015
Waddell & Reed January 2010 - August 2012
Morgan Stanley- Smith Barney July 2006 - December 2009
ATG /Escheleon - now Integra July 2000 - July 2005
Business Telcom June 1999 - June 2000
Central Oregon Community College/ Family Resource Network September 1995 - June 1997
Economic Opportunity Committee of Clark County (HEADSTART) September 1989 - June 1995
Skills
Marketing, Customer Service, Training, Para-planning, Series 7, Series 66
Education
Oregon State University 1985 — 1989
Bachelor of Science (B.S.), Human Development, Family Studies, and Related Services
Linn-Benton Community College 1982 — 1983
Agriculture, General
Harrisburg High School
Kenya J Erving Kenya J Erving's Waddell & Reed Experience 2002 - 2013
Job Financial Services Professional
Industry Financial Services
Experience
Waddell & Reed 2002 - 2013
California State University, Dominguez Hills June 2000 - May 2002
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Publisher, ACT, SmartOffice, Vision, Albridge, Netx360, People Soft, Quickbooks, POS, Inventory Management
Education
Mississippi State University
Bachelor of Science (BS), Business Administration, Management and Operations
University of Phoenix
Masters of Business Administration, Project Management
Waddell & Reed 2002 - 2013
California State University, Dominguez Hills June 2000 - May 2002
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Publisher, ACT, SmartOffice, Vision, Albridge, Netx360, People Soft, Quickbooks, POS, Inventory Management
Education
Mississippi State University
Bachelor of Science (BS), Business Administration, Management and Operations
University of Phoenix
Masters of Business Administration, Project Management
Luqrecia Preston Luqrecia Preston's Waddell & Reed Experience October 2011 - August 2012
Job Policyholder Support Specialist at Americo Financial Life and Annuity
Industry Professional Training & Coaching
Experience
Americo Financial Life and Annuity June 2014 - Present
Kansas City Life Insurance Company June 2013 - May 2014
Waddell & Reed October 2011 - August 2012
Client Services Incorporated December 2010 - April 2011
SunBridge Capital October 2005 - January 2009
Iowa Glass/Kenton Glass August 1999 - October 2005
Skills
Account Management, New Business Development, Management, Customer Service, Collections, Strategic Financial..., Credit Analysis, Vehicle Leasing, Life Insurance, Mutual Funds, Microsoft Office, Coaching, Leadership Development, Training, ADP Payroll
Education
Metropolitan Community College-Maple Woods 2011 — 2013
Associate's Degree, Art/Art Studies, General
Metropolitan Community College-Maple Woods 2013 — 2015
Associate's Degree, Business Administration and Management, General
Americo Financial Life and Annuity June 2014 - Present
Kansas City Life Insurance Company June 2013 - May 2014
Waddell & Reed October 2011 - August 2012
Client Services Incorporated December 2010 - April 2011
SunBridge Capital October 2005 - January 2009
Iowa Glass/Kenton Glass August 1999 - October 2005
Skills
Account Management, New Business Development, Management, Customer Service, Collections, Strategic Financial..., Credit Analysis, Vehicle Leasing, Life Insurance, Mutual Funds, Microsoft Office, Coaching, Leadership Development, Training, ADP Payroll
Education
Metropolitan Community College-Maple Woods 2011 — 2013
Associate's Degree, Art/Art Studies, General
Metropolitan Community College-Maple Woods 2013 — 2015
Associate's Degree, Business Administration and Management, General
Claudia Kaiser's Waddell & Reed Experience April 2011 - Present
Job Cost Basis Manager at Waddell & Reed
Industry Financial Services
Experience
Waddell & Reed April 2011 - Present
DST Systems 1986 - 2010
Skills
Customer Service, Mutual Funds, Regulatory Requirements, Securities, JCL, Business Analysis, Fund Accounting, Investments, Software Documentation, Insurance, Risk Management, Business Requirements, TSO, Asset Management, Databases, Wealth Management, Relationship Management, CICS, Retirement, Retirement Planning, VSAM, Analysis, 401k, Requirements Gathering, SQL, Financial Analysis, Management, Financial Services, Fixed Annuities, Banking, Process Improvement, FINRA, Vendor Management, Visio, COBOL, Asset Allocation, Mainframe, User Acceptance Testing, SDLC, Requirements Analysis
Education
Ottawa University-Kansas City 1985 — 1987
Business Administration and Management, General
Longview Community College 1980 — 1985
Associate's degree, Business Administration and Management, General
Waddell & Reed April 2011 - Present
DST Systems 1986 - 2010
Skills
Customer Service, Mutual Funds, Regulatory Requirements, Securities, JCL, Business Analysis, Fund Accounting, Investments, Software Documentation, Insurance, Risk Management, Business Requirements, TSO, Asset Management, Databases, Wealth Management, Relationship Management, CICS, Retirement, Retirement Planning, VSAM, Analysis, 401k, Requirements Gathering, SQL, Financial Analysis, Management, Financial Services, Fixed Annuities, Banking, Process Improvement, FINRA, Vendor Management, Visio, COBOL, Asset Allocation, Mainframe, User Acceptance Testing, SDLC, Requirements Analysis
Education
Ottawa University-Kansas City 1985 — 1987
Business Administration and Management, General
Longview Community College 1980 — 1985
Associate's degree, Business Administration and Management, General
Liz Keitzer Liz Keitzer's Waddell & Reed Experience November 2014 - Present
Job Staff Assistant at Waddell & Reed
Industry Retail
Experience
Waddell & Reed November 2014 - Present
Waddell & Reed June 2013 - November 2014
Luminox Watch Company November 2011 - December 2012
Roost September 2008 - January 2009
Smith and Hawken June 2007 - July 2008
Target Stores July 2005 - June 2007
Skills
Merchandising, Retail, Marketing, Training, Sales, Product Development, Customer Service, Account Management, Analysis, Trade Shows, Inventory Management, Store Management, Inventory Control, Microsoft Office, Leadership, Team Building, Team Leadership, Management, Microsoft Excel, Microsoft Word
Education
Lindenwood University 2000 — 2004
Bachelor of Business Administration (B.B.A.), Retailing and Retail Operations
Waddell & Reed November 2014 - Present
Waddell & Reed June 2013 - November 2014
Luminox Watch Company November 2011 - December 2012
Roost September 2008 - January 2009
Smith and Hawken June 2007 - July 2008
Target Stores July 2005 - June 2007
Skills
Merchandising, Retail, Marketing, Training, Sales, Product Development, Customer Service, Account Management, Analysis, Trade Shows, Inventory Management, Store Management, Inventory Control, Microsoft Office, Leadership, Team Building, Team Leadership, Management, Microsoft Excel, Microsoft Word
Education
Lindenwood University 2000 — 2004
Bachelor of Business Administration (B.B.A.), Retailing and Retail Operations
Dennis Konieczny Dennis Konieczny's Waddell & Reed Experience 2001 - 2005
Job Retail intermediary Service at Wells Fargo Capital Finance
Industry Financial Services
Experience
Wells Fargo Capital Finance March 2005 - Present
Waddell & Reed 2001 - 2005
MetLife 1998 - 2001
Skills
Licenses series 6 , 63..., I have used Bloomberg,..., I have access to Unity..., I know trading..., Finance, Sales, Training, Financial Services, Team Leadership, Mutual Funds, Retail, Financial Analysis, Insurance, Asset Management, Asset Allocation, Portfolio Management, Series 7, Retirement Planning, Investments, Banking, Financial Planning, Series 63
Education
Milwaukee Area Technical College 1976 — 1978
Associate's degree, Ornamental Horticulture
Licenses series 6 , 63 , 65 , and series 7.
Wells Fargo Capital Finance March 2005 - Present
Waddell & Reed 2001 - 2005
MetLife 1998 - 2001
Skills
Licenses series 6 , 63..., I have used Bloomberg,..., I have access to Unity..., I know trading..., Finance, Sales, Training, Financial Services, Team Leadership, Mutual Funds, Retail, Financial Analysis, Insurance, Asset Management, Asset Allocation, Portfolio Management, Series 7, Retirement Planning, Investments, Banking, Financial Planning, Series 63
Education
Milwaukee Area Technical College 1976 — 1978
Associate's degree, Ornamental Horticulture
Licenses series 6 , 63 , 65 , and series 7.
Kevin Latshaw Kevin Latshaw's Waddell & Reed Experience January 2012 - January 2014
Job .
Industry Capital Markets
Experience
T3 Trading Group, LLC December 2014 - August 2015
WTS Proprietary Trading Group-Chicago February 2014 - December 2014
Waddell & Reed January 2012 - January 2014
Sole Proprietor September 2005 - January 2014
Skills
Financial Markets, Investment Strategies, Finance, Trading, Trading Systems, Options Strategies, Risk Management, Financial Economics, Equity Derivatives, Series 7
Education
Michigan State University
Bachelor's degree, Financial Economics
Swiss Finance Academy
Finance, Trading, Corporate Finance, Investment Banking
T3 Trading Group, LLC December 2014 - August 2015
WTS Proprietary Trading Group-Chicago February 2014 - December 2014
Waddell & Reed January 2012 - January 2014
Sole Proprietor September 2005 - January 2014
Skills
Financial Markets, Investment Strategies, Finance, Trading, Trading Systems, Options Strategies, Risk Management, Financial Economics, Equity Derivatives, Series 7
Education
Michigan State University
Bachelor's degree, Financial Economics
Swiss Finance Academy
Finance, Trading, Corporate Finance, Investment Banking
Thomas Martin, CPA Thomas Martin, CPA's Waddell & Reed Experience 1998 - 2004
Job Accounting Manager at CSG Hospitality
Industry Accounting
Experience
CSG Hospitality August 2015 - Present
Accounting Principals March 2014 - Present
Chicago Wheel Service, Inc. June 2013 - March 2014
SSTI - Store Systems Technology, Inc. January 2013 - April 2013
Luna Financial Services, LLC. 2008 - 2012
Eddie Bauer February 2007 - September 2007
Richard G. Griessmeyer CFP, CMFC 2005 - 2007
Waddell & Reed 1998 - 2004
Sears Holdings Corporation 1985 - 1998
Skills
Microsoft Excel, Financial Modeling, General Ledger, Financial Statements, Budgets, Financial Analysis, Accounting, Financial Reporting, Cash Management, Financial Audits, Account Reconciliation, Forecasting, Finance, Management, Auditing, Cost Accounting, QuickBooks, Variance Analysis, Financial Forecasting, Accounts Payable, Consolidation, Cash Flow
Education
Loyola University of Chicago 1981 — 1982
Bachelor's degree, Accounting
Loras College 1971 — 1975
Bachelor's degree, Sociology
Graduate of Loyola Academy High School
CSG Hospitality August 2015 - Present
Accounting Principals March 2014 - Present
Chicago Wheel Service, Inc. June 2013 - March 2014
SSTI - Store Systems Technology, Inc. January 2013 - April 2013
Luna Financial Services, LLC. 2008 - 2012
Eddie Bauer February 2007 - September 2007
Richard G. Griessmeyer CFP, CMFC 2005 - 2007
Waddell & Reed 1998 - 2004
Sears Holdings Corporation 1985 - 1998
Skills
Microsoft Excel, Financial Modeling, General Ledger, Financial Statements, Budgets, Financial Analysis, Accounting, Financial Reporting, Cash Management, Financial Audits, Account Reconciliation, Forecasting, Finance, Management, Auditing, Cost Accounting, QuickBooks, Variance Analysis, Financial Forecasting, Accounts Payable, Consolidation, Cash Flow
Education
Loyola University of Chicago 1981 — 1982
Bachelor's degree, Accounting
Loras College 1971 — 1975
Bachelor's degree, Sociology
Graduate of Loyola Academy High School
Andrew Geiger's Waddell & Reed Experience September 2011 - January 2012
Job Research Analyst
Industry Financial Services
Experience
Ellwood Associates October 2014 - Present
Incapital September 2012 - September 2014
Waddell & Reed September 2011 - January 2012
2010 Capital Tire, Inc April 2009 - August 2010
2009 Capital Tire, Inc April 2007 - August 2010
Skills
Financial Analysis, PowerPoint, Excel, Microsoft Excel, Investments, Finance, Management, Wealth Management, Financial Modeling, Microsoft Office, Microsoft Word, Leadership, Sales, Customer Service, Bloomberg
Education
Miami University 2007 — 2011
BS in Business, Finance
St. Francis De Sales High School 2004 — 2007
Ellwood Associates October 2014 - Present
Incapital September 2012 - September 2014
Waddell & Reed September 2011 - January 2012
2010 Capital Tire, Inc April 2009 - August 2010
2009 Capital Tire, Inc April 2007 - August 2010
Skills
Financial Analysis, PowerPoint, Excel, Microsoft Excel, Investments, Finance, Management, Wealth Management, Financial Modeling, Microsoft Office, Microsoft Word, Leadership, Sales, Customer Service, Bloomberg
Education
Miami University 2007 — 2011
BS in Business, Finance
St. Francis De Sales High School 2004 — 2007
Michael Kirk's Waddell & Reed Experience June 2001 - January 2004
Job Senior Sales Associate at Quest CE
Industry Financial Services
Experience
Quest CE July 2012 - Present
Maxim Wealth Management January 2006 - December 2012
Piper Jaffray January 2004 - January 2007
Waddell & Reed June 2001 - January 2004
Skills
Compliance Training,..., Series 63, Mutual Funds, Wealth Management, FINRA, Retirement Planning, Series 7, Investment Management, Investment Advisory, Series 6, New Business Development, Term Life Insurance, Alternative Investments, Options, Insurance, Portfolio Management, Building Relationships, Metaphor
Education
Marquette University 1997 — 2001
BA, Economics
Quest CE July 2012 - Present
Maxim Wealth Management January 2006 - December 2012
Piper Jaffray January 2004 - January 2007
Waddell & Reed June 2001 - January 2004
Skills
Compliance Training,..., Series 63, Mutual Funds, Wealth Management, FINRA, Retirement Planning, Series 7, Investment Management, Investment Advisory, Series 6, New Business Development, Term Life Insurance, Alternative Investments, Options, Insurance, Portfolio Management, Building Relationships, Metaphor
Education
Marquette University 1997 — 2001
BA, Economics
Tina Lewis, MBA's Waddell & Reed Experience August 2005 - December 2008
Job Executive Director at Salina Housing Authority
Industry Nonprofit Organization Management
Experience
Salina Housing Authority February 2013 - Present
Salina Housing Authority July 2012 - February 2013
Salina Housing Authority September 2009 - July 2012
Duckwall Alco December 2008 - September 2009
Waddell & Reed August 2005 - December 2008
Innovations Dental Laboratory May 1998 - August 2005
Skills
Employee Benefits, Employee Relations, Benefits Administration, Public Speaking, Strategic Planning, Performance Management, Accounting, Financial Analysis, Budgets, Economic Development, Sales, Employee Handbooks, Leadership, Marketing, Nonprofits, Finance, Project Planning, Human Resources, Process Improvement, Internal Audit, Microsoft Excel, Recruiting, Training, Payroll, Management, Leadership Development, Team Building, Organizational..., Policy, Customer Service, Coaching, Fundraising, Access, Event Planning, Interviews, Outlook, Forecasting, Community Outreach, Government, Program Management, Risk Management, New Hire Orientations, Team Leadership, Strategy, Negotiation, Public Relations, Grants, Program Development, Microsoft Office
Education
Kansas Wesleyan University 2009 — 2010
Master's degree, Business Administration and Management, General, 4.0
Kansas Wesleyan University 2005 — 2007
Bachelor of Applied Science (BASc), Business, Management, Marketing, and Related Support Services, 4.0
Salina Housing Authority February 2013 - Present
Salina Housing Authority July 2012 - February 2013
Salina Housing Authority September 2009 - July 2012
Duckwall Alco December 2008 - September 2009
Waddell & Reed August 2005 - December 2008
Innovations Dental Laboratory May 1998 - August 2005
Skills
Employee Benefits, Employee Relations, Benefits Administration, Public Speaking, Strategic Planning, Performance Management, Accounting, Financial Analysis, Budgets, Economic Development, Sales, Employee Handbooks, Leadership, Marketing, Nonprofits, Finance, Project Planning, Human Resources, Process Improvement, Internal Audit, Microsoft Excel, Recruiting, Training, Payroll, Management, Leadership Development, Team Building, Organizational..., Policy, Customer Service, Coaching, Fundraising, Access, Event Planning, Interviews, Outlook, Forecasting, Community Outreach, Government, Program Management, Risk Management, New Hire Orientations, Team Leadership, Strategy, Negotiation, Public Relations, Grants, Program Development, Microsoft Office
Education
Kansas Wesleyan University 2009 — 2010
Master's degree, Business Administration and Management, General, 4.0
Kansas Wesleyan University 2005 — 2007
Bachelor of Applied Science (BASc), Business, Management, Marketing, and Related Support Services, 4.0
Cary Lieberman Cary Lieberman's Waddell & Reed Experience March 2005 - December 2007
Job Divisional VicePresident at The Mutual Fund Store
Industry Financial Services
Experience
The Mutual Fund Store July 2012 - Present
The Mutual Fund Store September 2008 - July 2012
First Command Financial Services, Inc. 2007 - 2008
Waddell & Reed March 2005 - December 2007
Quick and Reilly 1993 - 1999
TD Waterhouse 1988 - 1993
Skills
Contract Negotiation, Business Process..., Finance, Corporate Actions, Retail Banking, Mutual Funds, Securities, Investments, Financial Services, Strategic Financial..., Investment Advisory, Financial Advisory, Portfolio Management, Wealth Management, Management, Retirement, Asset Allocation, Relationship Management, FINRA, Retirement Planning
Education
Kent State University 1982 — 1986
Northmont
The Ohio State University
The Mutual Fund Store July 2012 - Present
The Mutual Fund Store September 2008 - July 2012
First Command Financial Services, Inc. 2007 - 2008
Waddell & Reed March 2005 - December 2007
Quick and Reilly 1993 - 1999
TD Waterhouse 1988 - 1993
Skills
Contract Negotiation, Business Process..., Finance, Corporate Actions, Retail Banking, Mutual Funds, Securities, Investments, Financial Services, Strategic Financial..., Investment Advisory, Financial Advisory, Portfolio Management, Wealth Management, Management, Retirement, Asset Allocation, Relationship Management, FINRA, Retirement Planning
Education
Kent State University 1982 — 1986
Northmont
The Ohio State University
Amy Collier Garrison, CFP(R)'s Waddell & Reed Experience August 2005 - April 2008
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. September 2014 - Present
National Financial Partners May 2012 - September 2014
Elliott Davis Investment Advisors, LLC April 2008 - May 2012
Waddell & Reed August 2005 - April 2008
Education
University of South Carolina-Columbia 1997 — 1999
Bachelor's degree, Finance, General
Lander University 1995 — 1997
Bachelor's degree, Business Administration and Management, General
Ameriprise Financial Services, Inc. September 2014 - Present
National Financial Partners May 2012 - September 2014
Elliott Davis Investment Advisors, LLC April 2008 - May 2012
Waddell & Reed August 2005 - April 2008
Education
University of South Carolina-Columbia 1997 — 1999
Bachelor's degree, Finance, General
Lander University 1995 — 1997
Bachelor's degree, Business Administration and Management, General
L. Alex Ventura's Waddell & Reed Experience September 2012 - December 2012
Job Staff Accountant Accounting Services at LBMC, PC
Industry Accounting
Experience
LBMC November 2013 - Present
Jacobs May 2013 - August 2013
Finish Line December 2011 - January 2013
Waddell & Reed September 2012 - December 2012
Skills
Trial Balance, Balance Sheet, Income Statement, Industry analysis, Financial Accounting, Tax Accounting, Customer Service, Sales Operations, General Ledger, Accounts Payable, QuickBooks, GAAP, Accounts Receivable, Account Reconciliation, Financial Reporting, Payroll, Bookkeeping, Financial Statement..., P&L, Accounting, Financial Statements
Education
Keller Graduate School of Management of DeVry University 2015 — 2016
Accounting
Penn State University 2007 — 2012
Bachelor of Science (B.S.), Accounting
LBMC November 2013 - Present
Jacobs May 2013 - August 2013
Finish Line December 2011 - January 2013
Waddell & Reed September 2012 - December 2012
Skills
Trial Balance, Balance Sheet, Income Statement, Industry analysis, Financial Accounting, Tax Accounting, Customer Service, Sales Operations, General Ledger, Accounts Payable, QuickBooks, GAAP, Accounts Receivable, Account Reconciliation, Financial Reporting, Payroll, Bookkeeping, Financial Statement..., P&L, Accounting, Financial Statements
Education
Keller Graduate School of Management of DeVry University 2015 — 2016
Accounting
Penn State University 2007 — 2012
Bachelor of Science (B.S.), Accounting
Chris Boykin Chris Boykin's Waddell & Reed Experience January 2014 - January 2015
Job Sr. Client Relations Specialist Boston Financial Data Services
Industry Financial Services
Experience
Boston Financial Data Services January 2015 - Present
Waddell & Reed January 2014 - January 2015
Boston Financial Data Services June 2008 - January 2014
Nebraska Furniture Mart May 2006 - June 2008
Circuit City June 2003 - May 2006
Skills
Financial Services, Call Center, Securities, Mutual Funds, Client Relations Skills, Client Service Oriented, Sales, Technology, Finance, Training, Back Office, Retirement, Investments, Project Planning, Call Centers, Visual Merchandising, HDMI, HD Video, Employee Training, Marketing, Retail, Retail Sales, Customer Satisfaction, Inventory Management, Time Management, Leadership, Team Leadership, Team Building, Troubleshooting, Loss Prevention, Microsoft Office, Social Networking, Strategic Planning, Business Analysis, Vendor Management, Process Improvement, Microsoft Excel, Management, Microsoft Word
Education
Metropolitan Community College-Maple Woods 2011 — 2014
Computer Science
Oak Park
Boston Financial Data Services January 2015 - Present
Waddell & Reed January 2014 - January 2015
Boston Financial Data Services June 2008 - January 2014
Nebraska Furniture Mart May 2006 - June 2008
Circuit City June 2003 - May 2006
Skills
Financial Services, Call Center, Securities, Mutual Funds, Client Relations Skills, Client Service Oriented, Sales, Technology, Finance, Training, Back Office, Retirement, Investments, Project Planning, Call Centers, Visual Merchandising, HDMI, HD Video, Employee Training, Marketing, Retail, Retail Sales, Customer Satisfaction, Inventory Management, Time Management, Leadership, Team Leadership, Team Building, Troubleshooting, Loss Prevention, Microsoft Office, Social Networking, Strategic Planning, Business Analysis, Vendor Management, Process Improvement, Microsoft Excel, Management, Microsoft Word
Education
Metropolitan Community College-Maple Woods 2011 — 2014
Computer Science
Oak Park
Kathleen Adams, CFP® CPWA® Kathleen Adams, CFP® CPWA®'s Waddell & Reed Experience June 1999 - November 2012
Job Financial Planning & Investment Management for Business Owners: SEIA
Industry Financial Services
Experience
Signature Estate & Investment Advisors, LLC November 2012 - Present
Waddell & Reed June 1999 - November 2012
Education
The University of Chicago Booth School of Business 2013 — 2014
CPWA® designation
College of Financial Planning 2002 — 2003
CFP® Designation
UCLA
Personal Financial Planning
Loyola University of Chicago
Bachelor of Science, Magna Cum Laude
Signature Estate & Investment Advisors, LLC November 2012 - Present
Waddell & Reed June 1999 - November 2012
Education
The University of Chicago Booth School of Business 2013 — 2014
CPWA® designation
College of Financial Planning 2002 — 2003
CFP® Designation
UCLA
Personal Financial Planning
Loyola University of Chicago
Bachelor of Science, Magna Cum Laude
Jake Kienholz's Waddell & Reed Experience August 2005 - March 2007
Job IT Manager at SET Creative
Industry Information Technology and Services
Experience
SET Creative July 2015 - Present
Aequitas Capital Management December 2011 - July 2015
Ubisoft October 2008 - November 2011
Elan Pharmaceuticals April 2007 - October 2008
Waddell & Reed August 2005 - March 2007
New England Financial July 2003 - July 2005
Immersion Corporation June 2000 - September 2000
Safeway June 1999 - September 1999
Skills
System Administration, Technical Support, Networking, Vendor Management, Project Management, Telecommunications, Windows, Management, Visio, Negotiation, Customer Service, Troubleshooting, SharePoint, Software Documentation, Strategic Planning, Team Leadership, Process Improvement, IT Management, Windows Server, VMware, Budgets, Team Building, Microsoft Office, Change Management, WDS, Office 365
Education
Linfield College 1998 — 2002
Bachelor of Science, Computer Science
San Ramon Valley HS 1994 — 1998
SET Creative July 2015 - Present
Aequitas Capital Management December 2011 - July 2015
Ubisoft October 2008 - November 2011
Elan Pharmaceuticals April 2007 - October 2008
Waddell & Reed August 2005 - March 2007
New England Financial July 2003 - July 2005
Immersion Corporation June 2000 - September 2000
Safeway June 1999 - September 1999
Skills
System Administration, Technical Support, Networking, Vendor Management, Project Management, Telecommunications, Windows, Management, Visio, Negotiation, Customer Service, Troubleshooting, SharePoint, Software Documentation, Strategic Planning, Team Leadership, Process Improvement, IT Management, Windows Server, VMware, Budgets, Team Building, Microsoft Office, Change Management, WDS, Office 365
Education
Linfield College 1998 — 2002
Bachelor of Science, Computer Science
San Ramon Valley HS 1994 — 1998
Katrina Radenberg, CFA's Waddell & Reed Experience July 2006 - October 2007
Job Director, Business Strategy & Product Development at Montage Investments
Industry Investment Management
Experience
Montage Investments October 2007 - Present
Waddell & Reed July 2006 - October 2007
FB Capital Managment 2001 - 2006
Education
Kansas State University 1998 — 2002
Bachelor of Science, Finance
Montage Investments October 2007 - Present
Waddell & Reed July 2006 - October 2007
FB Capital Managment 2001 - 2006
Education
Kansas State University 1998 — 2002
Bachelor of Science, Finance
Scotty Scott's Waddell & Reed Experience March 2006 - October 2007
Job I am a senior level account manager with experiences in Information Technology and Financial Services.
Industry Information Technology and Services
Experience
Sales Integrity, Inc. September 2011 - Present
Bankers Life and Casualty May 2011 - August 2011
Energy Contract Sales August 2010 - February 2011
Superb Speakers and Trainers Bureau November 2007 - June 2010
Waddell & Reed March 2006 - October 2007
Ameriprise Financial October 2004 - February 2006
IBM August 1983 - February 2003
Education
Lamar University
BS
Sales Integrity, Inc. September 2011 - Present
Bankers Life and Casualty May 2011 - August 2011
Energy Contract Sales August 2010 - February 2011
Superb Speakers and Trainers Bureau November 2007 - June 2010
Waddell & Reed March 2006 - October 2007
Ameriprise Financial October 2004 - February 2006
IBM August 1983 - February 2003
Education
Lamar University
BS
Bernie Colson Bernie Colson's Waddell & Reed Experience August 2004 - June 2006
Job Managing Director
Industry Investment Banking
Experience
Oppenheimer & Co. July 2013 - Present
Global Hunter Securities February 2012 - July 2013
Oppenheimer & Co. April 2010 - February 2012
Tortoise Capital Advisors September 2007 - January 2010
Waddell & Reed August 2004 - June 2006
Citigroup Asset Management July 2001 - July 2004
OppenheimerFunds May 2000 - August 2000
Skills
Valuation, Financial Modeling, Equity Research, Equities, Investments, Fixed Income, Portfolio Management, Management, Due Diligence, Asset Management, Capital Markets, Competitive Analysis, Financial Reporting, Trading, Energy Industry, Closed-end Funds, Hedge Funds, Finance, Investment Banking, Bloomberg, Securities, Mutual Funds, Alternative Investments, Private Equity, Energy, Corporate Finance, Business Development, Analysis, Documentations, Forecasting, Mergers & Acquisitions, Financial Analysis, Industry Analysis, People Management, Legal Documentation, IPO, Series 7, Series 63, Series 86, Series 87, Investment Management
Education
London Business School 2001 — 2001
MBA Exchange, Finance and Accounting
University of Michigan - Stephen M. Ross School of Business 1999 — 2001
MBA, Finance and Accounting
Yale University 1992 — 1996
BA, Sociology
Topeka High School 1988 — 1992
Oppenheimer & Co. July 2013 - Present
Global Hunter Securities February 2012 - July 2013
Oppenheimer & Co. April 2010 - February 2012
Tortoise Capital Advisors September 2007 - January 2010
Waddell & Reed August 2004 - June 2006
Citigroup Asset Management July 2001 - July 2004
OppenheimerFunds May 2000 - August 2000
Skills
Valuation, Financial Modeling, Equity Research, Equities, Investments, Fixed Income, Portfolio Management, Management, Due Diligence, Asset Management, Capital Markets, Competitive Analysis, Financial Reporting, Trading, Energy Industry, Closed-end Funds, Hedge Funds, Finance, Investment Banking, Bloomberg, Securities, Mutual Funds, Alternative Investments, Private Equity, Energy, Corporate Finance, Business Development, Analysis, Documentations, Forecasting, Mergers & Acquisitions, Financial Analysis, Industry Analysis, People Management, Legal Documentation, IPO, Series 7, Series 63, Series 86, Series 87, Investment Management
Education
London Business School 2001 — 2001
MBA Exchange, Finance and Accounting
University of Michigan - Stephen M. Ross School of Business 1999 — 2001
MBA, Finance and Accounting
Yale University 1992 — 1996
BA, Sociology
Topeka High School 1988 — 1992
Rick Hensel Rick Hensel's Waddell & Reed Experience March 2008 - April 2009
Job Owner, AlphaOmega Financial Strategies
Industry Financial Services
Experience
Alpha-Omega Financial Strategies May 2009 - Present
Waddell & Reed March 2008 - April 2009
Yellow Book USA March 2000 - September 2006
Education
Milwaukee Area Technical College 1991 — 1992
Advertising Procedures Certificate, Marketing, Sales, Copywriting
Alpha-Omega Financial Strategies May 2009 - Present
Waddell & Reed March 2008 - April 2009
Yellow Book USA March 2000 - September 2006
Education
Milwaukee Area Technical College 1991 — 1992
Advertising Procedures Certificate, Marketing, Sales, Copywriting
Jeremy Meger Jeremy Meger's Waddell & Reed Experience August 1999 - September 2005
Job Financial Consultant at US Bancorp
Industry Financial Services
Experience
US Bancorp November 2006 - February 2009
A.G. Edwards & Sons, Inc. September 2005 - June 2006
Waddell & Reed August 1999 - September 2005
Education
Minnesota State University, Mankato 1993 — 1997
Bachelor of Science, Athletic Training, Psychology & Business
US Bancorp November 2006 - February 2009
A.G. Edwards & Sons, Inc. September 2005 - June 2006
Waddell & Reed August 1999 - September 2005
Education
Minnesota State University, Mankato 1993 — 1997
Bachelor of Science, Athletic Training, Psychology & Business
Rhett Kolbe Rhett Kolbe's Waddell & Reed Experience May 2011 - August 2011
Job Financial Professional
Industry Financial Services
Experience
Bank of America December 2014 - Present
Bank of America June 2013 - December 2014
Sierra Pacific Mortgage Company, Inc. November 2012 - May 2013
PNC March 2012 - November 2012
N/A December 2011 - March 2012
Waddell & Reed May 2011 - August 2011
jewel-osco May 2008 - January 2011
Wheeler Roofing Company May 2010 - July 2010
Skills
Excel, PowerPoint, Word, Data Entry, Outlook, Customer Service, Time Management, Teamwork, Finance, Analysis, Telephone Skills
Education
Keller Graduate School of Management of DeVry University 2014 — 2016
Masters of Accounting and Financial Management, Accounting and Finance
University of Iowa 2007 — 2011
BBA, Finance
Bank of America December 2014 - Present
Bank of America June 2013 - December 2014
Sierra Pacific Mortgage Company, Inc. November 2012 - May 2013
PNC March 2012 - November 2012
N/A December 2011 - March 2012
Waddell & Reed May 2011 - August 2011
jewel-osco May 2008 - January 2011
Wheeler Roofing Company May 2010 - July 2010
Skills
Excel, PowerPoint, Word, Data Entry, Outlook, Customer Service, Time Management, Teamwork, Finance, Analysis, Telephone Skills
Education
Keller Graduate School of Management of DeVry University 2014 — 2016
Masters of Accounting and Financial Management, Accounting and Finance
University of Iowa 2007 — 2011
BBA, Finance
Steven Angles's Waddell & Reed Experience September 2013 - December 2014
Job Associate at House Park Dobratz & Wiebler, P.C.
Industry Accounting
Experience
House Park Dobratz & Wiebler, P.C. January 2015 - Present
Waddell & Reed September 2013 - December 2014
Hunter Hamilton Professional Resources July 2013 - September 2013
Skills
Accounting, Accounting Research, Auditing, Financial Reporting, Cost Accounting, Tax, Mutual Funds, Leadership, Customer Service, Communication, Teamwork, Multi Tasking, Entrepreneurship, Persistent, Organization, Highly Adaptable, Microsoft Office
Education
Kansas State University 2012 — 2013
Master's, Accountancy
Kansas State University 2008 — 2012
Bachelor of Business Administration (B.B.A.), Accounting
House Park Dobratz & Wiebler, P.C. January 2015 - Present
Waddell & Reed September 2013 - December 2014
Hunter Hamilton Professional Resources July 2013 - September 2013
Skills
Accounting, Accounting Research, Auditing, Financial Reporting, Cost Accounting, Tax, Mutual Funds, Leadership, Customer Service, Communication, Teamwork, Multi Tasking, Entrepreneurship, Persistent, Organization, Highly Adaptable, Microsoft Office
Education
Kansas State University 2012 — 2013
Master's, Accountancy
Kansas State University 2008 — 2012
Bachelor of Business Administration (B.B.A.), Accounting
Anthony Bazan Anthony Bazan's Waddell & Reed Experience August 2011 - January 2012
Job Currently Continuing Education
Industry International Trade and Development
Experience
Self January 2015 - Present
MetLife January 2014 - December 2014
MetLife May 2012 - December 2013
Waddell & Reed August 2011 - January 2012
Aflac May 2005 - August 2011
Skills
Life Insurance, Disability Insurance, Investments, Mutual Funds, Financial Analysis, Retirement Planning, Fixed Annuities, Risk Management, Wealth Management, Portfolio Management, Health Insurance, Term Life Insurance, Series 7, Series 66, Long Term Care Insurance
Education
San Antonio College 1999 — 2000
Spanish
Lamar University 1982 — 1983
Business
Hardin-Jefferson High School 1972 — 1976
High School Diploma, General College Prepratory
Self January 2015 - Present
MetLife January 2014 - December 2014
MetLife May 2012 - December 2013
Waddell & Reed August 2011 - January 2012
Aflac May 2005 - August 2011
Skills
Life Insurance, Disability Insurance, Investments, Mutual Funds, Financial Analysis, Retirement Planning, Fixed Annuities, Risk Management, Wealth Management, Portfolio Management, Health Insurance, Term Life Insurance, Series 7, Series 66, Long Term Care Insurance
Education
San Antonio College 1999 — 2000
Spanish
Lamar University 1982 — 1983
Business
Hardin-Jefferson High School 1972 — 1976
High School Diploma, General College Prepratory
Jason Gervais Jason Gervais's Waddell & Reed Experience 2001 - 2001
Job CEO, Gervais Group
Industry Marketing and Advertising
Experience
The Gervais Group 2001 - Present
jpacker Omni Media 2006 - 2007
Superior Martial Arts 1993 - 2006
New York Life 2001 - 2003
Waddell & Reed 2001 - 2001
United States Marine Corps 1997 - 2001
Skills
SEM, Web Marketing, SEO, Web Design, Online Reputation..., Management, CRM, Content Management, Strategy, E-commerce, Lead Generation, Online Advertising, Sales, Online Marketing
Education
Kennesaw State University 2004 — 2007
BBA, Business Management
chattanooga State 1994 — 1997
Business
Pensacola Naval Accademy
Aviation Electrical Engineer
The Gervais Group 2001 - Present
jpacker Omni Media 2006 - 2007
Superior Martial Arts 1993 - 2006
New York Life 2001 - 2003
Waddell & Reed 2001 - 2001
United States Marine Corps 1997 - 2001
Skills
SEM, Web Marketing, SEO, Web Design, Online Reputation..., Management, CRM, Content Management, Strategy, E-commerce, Lead Generation, Online Advertising, Sales, Online Marketing
Education
Kennesaw State University 2004 — 2007
BBA, Business Management
chattanooga State 1994 — 1997
Business
Pensacola Naval Accademy
Aviation Electrical Engineer
Sexton Jeanette's Waddell & Reed Experience 1994 - 2005
Job Sr Professional Representative II at Astellas Pharma
Industry Pharmaceuticals
Experience
Astellas Pharma February 2005 - Present
Organon January 2005 - February 2007
Waddell & Reed 1994 - 2005
Skills
Urology, Pharmacueticals, Territory Management, Territory Development, Territory Growth, Product Launch, Sales, Salesforce Training, Pharmaceutical Sales, Women's Health, Primary Care, Contract Negotiation, Managed Care, Sales Force Development, Contract Management, Sales Presentations, Neurology, Cardiology, Endocrinology, Sales Operations, Pharmaceutical Industry, Oncology, Market Analysis, Sales Effectiveness
Education
Kansas State University
Bachelor of Applied Science (B.A.Sc.), Construction Management
Shawnee Mission West High School, Overland Park,ks
Construction Science Managment
Astellas Pharma February 2005 - Present
Organon January 2005 - February 2007
Waddell & Reed 1994 - 2005
Skills
Urology, Pharmacueticals, Territory Management, Territory Development, Territory Growth, Product Launch, Sales, Salesforce Training, Pharmaceutical Sales, Women's Health, Primary Care, Contract Negotiation, Managed Care, Sales Force Development, Contract Management, Sales Presentations, Neurology, Cardiology, Endocrinology, Sales Operations, Pharmaceutical Industry, Oncology, Market Analysis, Sales Effectiveness
Education
Kansas State University
Bachelor of Applied Science (B.A.Sc.), Construction Management
Shawnee Mission West High School, Overland Park,ks
Construction Science Managment
Ozie Sims's Waddell & Reed Experience October 2007 - Present
Job Systems Analyst at Waddell & Reed
Industry Financial Services
Experience
Waddell & Reed October 2007 - Present
Toyota Financial Services March 2006 - July 2007
Nissan North America April 2002 - February 2006
United Airlines May 2000 - September 2001
UCLA October 1997 - October 1998
Skills
SDLC, COBOL, DB2, Mainframe, Requirements Gathering, SQL, Requirements Analysis, Visio, JCL, SPUFI, TSO, CICS, Fileaid, Agile Project Management, Scrum, SharePoint, User Acceptance Testing, Business Analysis, Systems Analysis, Data Modeling, Business Requirements, SOA, VSAM, MVS
Education
Kansas State University
Bachelor of Science (BS), Computer Science
Waddell & Reed October 2007 - Present
Toyota Financial Services March 2006 - July 2007
Nissan North America April 2002 - February 2006
United Airlines May 2000 - September 2001
UCLA October 1997 - October 1998
Skills
SDLC, COBOL, DB2, Mainframe, Requirements Gathering, SQL, Requirements Analysis, Visio, JCL, SPUFI, TSO, CICS, Fileaid, Agile Project Management, Scrum, SharePoint, User Acceptance Testing, Business Analysis, Systems Analysis, Data Modeling, Business Requirements, SOA, VSAM, MVS
Education
Kansas State University
Bachelor of Science (BS), Computer Science
Joe Deyaeghere Joe Deyaeghere's Waddell & Reed Experience August 2015 - Present
Job Business Analyst II, Six Sigma Black Belt, CSPO
Industry Insurance
Experience
Waddell & Reed August 2015 - Present
Assurant Employee Benefits June 2006 - August 2015
McKesson November 1997 - June 2005
McKesson August 1999 - September 2002
Skills
Process Improvement, SDLC, Requirements Gathering, Business Process..., Business Analysis, Visio, Requirements Analysis, Cross-functional Team..., Business Requirements, Data Analysis, Data Warehousing, User Acceptance Testing, Access, Project Delivery, Quality Center, Team Leadership, ITIL Certified, Microsoft Certified..., Requirements Management, Use Case Analysis, Software Requirements, End User Training, User Experience, Test Management, MS Project, Release Management, Disaster Recovery, Six Sigma Black Belt, Microsoft Office, Minitab, Public Speaking, Podcasting, Process Mapping, Regulatory Requirements, Group Presentations, Training & Development, Daptiv, Mentoring, Business Case..., Customer Relations, Project Implementation, Project Execution, Organizing, Document Imaging, Warehousing Operations, Design Specifications, Cost Benefit Analysis, Tidal Enterprise..., JIRA, Informatica
Education
Missouri Valley College 1989 — 1990
Associates, Accounting
Longview Community College 1991 — 1992
Associates, Computer Sciences
Waddell & Reed August 2015 - Present
Assurant Employee Benefits June 2006 - August 2015
McKesson November 1997 - June 2005
McKesson August 1999 - September 2002
Skills
Process Improvement, SDLC, Requirements Gathering, Business Process..., Business Analysis, Visio, Requirements Analysis, Cross-functional Team..., Business Requirements, Data Analysis, Data Warehousing, User Acceptance Testing, Access, Project Delivery, Quality Center, Team Leadership, ITIL Certified, Microsoft Certified..., Requirements Management, Use Case Analysis, Software Requirements, End User Training, User Experience, Test Management, MS Project, Release Management, Disaster Recovery, Six Sigma Black Belt, Microsoft Office, Minitab, Public Speaking, Podcasting, Process Mapping, Regulatory Requirements, Group Presentations, Training & Development, Daptiv, Mentoring, Business Case..., Customer Relations, Project Implementation, Project Execution, Organizing, Document Imaging, Warehousing Operations, Design Specifications, Cost Benefit Analysis, Tidal Enterprise..., JIRA, Informatica
Education
Missouri Valley College 1989 — 1990
Associates, Accounting
Longview Community College 1991 — 1992
Associates, Computer Sciences
Valerie Bowman Valerie Bowman's Waddell & Reed Experience 2009 - 2010
Job Retirement Education Counselor
Industry Financial Services
Experience
EMPOWER Retirement 2010 - Present
Waddell & Reed 2009 - 2010
Bank of America 2009 - 2009
Financial Network 2005 - 2009
Skills
Personal Financial..., Mutual Funds, Managed Accounts, Defined Contribution, Defined Benefit, Trust Department Tax..., Individual Tax, Public Speaking, Training, 403 b, Tax, Financial Services, Retirement, Managing Accounts, Accounting
Education
Loyola University of Chicago
BA
EMPOWER Retirement 2010 - Present
Waddell & Reed 2009 - 2010
Bank of America 2009 - 2009
Financial Network 2005 - 2009
Skills
Personal Financial..., Mutual Funds, Managed Accounts, Defined Contribution, Defined Benefit, Trust Department Tax..., Individual Tax, Public Speaking, Training, 403 b, Tax, Financial Services, Retirement, Managing Accounts, Accounting
Education
Loyola University of Chicago
BA
Michael Geitner Michael Geitner's Waddell & Reed Experience September 2006 - October 2007
Job Financial Consultant at E*TRADE Financial
Industry Financial Services
Experience
E*TRADE Financial February 2013 - Present
Hertz April 2011 - January 2013
New England Financial October 2007 - March 2011
Waddell & Reed September 2006 - October 2007
Skills
Series 6, Series 7, Series 63, Series 65, Life & Health Insurance...
Education
Menlo College
Business, Management
E*TRADE Financial February 2013 - Present
Hertz April 2011 - January 2013
New England Financial October 2007 - March 2011
Waddell & Reed September 2006 - October 2007
Skills
Series 6, Series 7, Series 63, Series 65, Life & Health Insurance...
Education
Menlo College
Business, Management
Damian J Lyons Damian J Lyons's Waddell & Reed Experience July 2009 - January 2010
Job Investment Professional
Industry Financial Services
Experience
PFS Investments September 2013 - Present
Nationwide Insurance November 2012 - May 2013
VALIC September 2010 - November 2012
Huntington Bank February 2010 - August 2010
Self July 2009 - January 2010
Waddell & Reed July 2009 - January 2010
Waddell & Reed July 2009 - January 2010
Linsco/Private Ledger April 2007 - June 2009
LPL Financial Services 2007 - 2009
The Vanguard Group May 2005 - April 2007
Skills
Series 6, Series 7, Mutual Funds, Series 63, Retirement Planning, Retirement, IRAs, Securities, Uniform Combined State..., Insurance, Financial Advisory, Estate Planning, FINRA, Financial Planners, Financial Services, Investments, Life Insurance, Asset Managment, Fixed Annuities, Wealth Management, Bonds, Options, 401k, High Net Worth..., Customer Service, Asset Management, Financial Analysis, Finance, Portfolio Management, Loans, Financial Planning, Leadership, Microsoft Office, Sales, Strategic Planning, Coaching, Public Speaking
Education
Keller Graduate School of Management of DeVry University 2011 — 2014
Master of Information Systems and Management (MISM), Data Administration and Management
Southern University A&M College 1994 — 2001
B.S, Rehabilitation Counseling
Southern University and Agricultural and Mechanical College at Baton Rouge 1994 — 2001
Bachelor of Science, Rehabilitation Counseling/Psychology
Scotlandville Magnet High School 1990 — 1994
High School Diploma
PFS Investments September 2013 - Present
Nationwide Insurance November 2012 - May 2013
VALIC September 2010 - November 2012
Huntington Bank February 2010 - August 2010
Self July 2009 - January 2010
Waddell & Reed July 2009 - January 2010
Waddell & Reed July 2009 - January 2010
Linsco/Private Ledger April 2007 - June 2009
LPL Financial Services 2007 - 2009
The Vanguard Group May 2005 - April 2007
Skills
Series 6, Series 7, Mutual Funds, Series 63, Retirement Planning, Retirement, IRAs, Securities, Uniform Combined State..., Insurance, Financial Advisory, Estate Planning, FINRA, Financial Planners, Financial Services, Investments, Life Insurance, Asset Managment, Fixed Annuities, Wealth Management, Bonds, Options, 401k, High Net Worth..., Customer Service, Asset Management, Financial Analysis, Finance, Portfolio Management, Loans, Financial Planning, Leadership, Microsoft Office, Sales, Strategic Planning, Coaching, Public Speaking
Education
Keller Graduate School of Management of DeVry University 2011 — 2014
Master of Information Systems and Management (MISM), Data Administration and Management
Southern University A&M College 1994 — 2001
B.S, Rehabilitation Counseling
Southern University and Agricultural and Mechanical College at Baton Rouge 1994 — 2001
Bachelor of Science, Rehabilitation Counseling/Psychology
Scotlandville Magnet High School 1990 — 1994
High School Diploma
Gregory Shell Gregory Shell's Waddell & Reed Experience September 2014 - Present
Job Financial Services
Industry Financial Services
Experience
Waddell & Reed September 2014 - Present
The Tile Shop July 2012 - June 2014
T-Mobile August 2008 - October 2011
Sunlight Saunas October 2006 - July 2007
Banana Republic May 2003 - April 2007
WPLG March 2006 - July 2006
An Ear-Full Productions September 1996 - May 2003
AMF Bowling January 1991 - January 1996
Skills
Quotas, Customer Service, Consultative Selling, Sales, Customer Retention, Sales Operations, Sales Management, Customer Satisfaction, Retail Sales, Sales Process, Solution Selling, Telecommunications
Education
University of Miami 2004 — 2006
Bachelor of Science, Economics and Broacast Journalism
Miami Dade College 2003 — 2004
n/a, General Studies
Waddell & Reed September 2014 - Present
The Tile Shop July 2012 - June 2014
T-Mobile August 2008 - October 2011
Sunlight Saunas October 2006 - July 2007
Banana Republic May 2003 - April 2007
WPLG March 2006 - July 2006
An Ear-Full Productions September 1996 - May 2003
AMF Bowling January 1991 - January 1996
Skills
Quotas, Customer Service, Consultative Selling, Sales, Customer Retention, Sales Operations, Sales Management, Customer Satisfaction, Retail Sales, Sales Process, Solution Selling, Telecommunications
Education
University of Miami 2004 — 2006
Bachelor of Science, Economics and Broacast Journalism
Miami Dade College 2003 — 2004
n/a, General Studies
Kelly (Dickinson) Price's Waddell & Reed Experience January 2006 - March 2007
Job Director of Human Resources at Samson Dental Partners
Industry Hospital & Health Care
Experience
Samson Dental Partners October 2010 - Present
Ferrellgas March 2007 - October 2010
Waddell & Reed January 2006 - March 2007
Pro Staff July 2004 - January 2006
Marriott International August 2001 - July 2004
Skills
Employee Benefits, Onboarding, Recruiting, Employee Relations, Training, Process Improvement, Employee Training, Time Management, Deferred Compensation, Human Resources, Sales Operations, Talent Management, Performance Management, Strategic Planning, Temporary Placement, Sales, Employee Engagement, Benefits Administration, Succession Planning, HRIS, New Hire Orientations, Applicant Tracking..., Talent Acquisition, Workforce Planning, College Recruiting, Hiring, Internet Recruiting, Interviews, PeopleSoft, FMLA
Education
Kansas State University 1996 — 2001
Hotel & Restaurant Management
Samson Dental Partners October 2010 - Present
Ferrellgas March 2007 - October 2010
Waddell & Reed January 2006 - March 2007
Pro Staff July 2004 - January 2006
Marriott International August 2001 - July 2004
Skills
Employee Benefits, Onboarding, Recruiting, Employee Relations, Training, Process Improvement, Employee Training, Time Management, Deferred Compensation, Human Resources, Sales Operations, Talent Management, Performance Management, Strategic Planning, Temporary Placement, Sales, Employee Engagement, Benefits Administration, Succession Planning, HRIS, New Hire Orientations, Applicant Tracking..., Talent Acquisition, Workforce Planning, College Recruiting, Hiring, Internet Recruiting, Interviews, PeopleSoft, FMLA
Education
Kansas State University 1996 — 2001
Hotel & Restaurant Management
Mark Heatley, CEBS, QPA's Waddell & Reed Experience 1983 - 1986
Job Vice President at Aon Hewitt
Industry Human Resources
Experience
Aon Hewitt 2007 - Present
FBD Consulting 2006 - 2007
Commerce Bank 1994 - 2006
US Bank 1987 - 1994
UMB Bank 1986 - 1987
Waddell & Reed 1983 - 1986
Skills
Deferred Compensation, Employee Benefits, Talent Management, Insurance, Defined Benefit
Education
Kansas State University 1979 — 1983
BS - Business Admin, Finance
Aon Hewitt 2007 - Present
FBD Consulting 2006 - 2007
Commerce Bank 1994 - 2006
US Bank 1987 - 1994
UMB Bank 1986 - 1987
Waddell & Reed 1983 - 1986
Skills
Deferred Compensation, Employee Benefits, Talent Management, Insurance, Defined Benefit
Education
Kansas State University 1979 — 1983
BS - Business Admin, Finance
Will Killhour Will Killhour's Waddell & Reed Experience December 2007 - July 2010
Job Financial Consultant at TIAACREF
Industry Professional Training & Coaching
Experience
TIAA-CREF March 2011 - Present
Bellco Credit Union August 2010 - March 2011
Waddell & Reed December 2007 - July 2010
Paramount Home Loans October 2005 - December 2007
The Philadelphie Filly September 2002 - October 2006
Education
Metropolitan State University of Denver 1997 — 2002
BA, Finance
TIAA-CREF March 2011 - Present
Bellco Credit Union August 2010 - March 2011
Waddell & Reed December 2007 - July 2010
Paramount Home Loans October 2005 - December 2007
The Philadelphie Filly September 2002 - October 2006
Education
Metropolitan State University of Denver 1997 — 2002
BA, Finance
Juan Alonzo Juan Alonzo's Waddell & Reed Experience 1999 - 2008
Job Advisor at Summit Point Financial Group
Industry Financial Services
Experience
Summit Pointe Financial Group October 2012 - Present
Raymore Chamber of Commerce 2012 - December 2014
BNI - Referrals Unlimited 2010 - September 2013
BNI-KC 2010 - 2013
Belton Chamber of Commerce 2008 - 2012
City of Raymore, Missouri April 2002 - December 2011
MidAmerican Regional Council 2003 - 2011
Waddell & Reed 1999 - 2008
Waddell & Reed Financial Services 1999 - 2008
Waddell & Reed June 1998 - July 1999
Education
Webster University 1993 — 1994
MA, Computer Resources and Information Systems Management
MidAmerica Nazarene University 1992 — 1993
BA, Human Resources Management
Texas A&M University 1970 — 1974
None, Business Management
Summit Pointe Financial Group October 2012 - Present
Raymore Chamber of Commerce 2012 - December 2014
BNI - Referrals Unlimited 2010 - September 2013
BNI-KC 2010 - 2013
Belton Chamber of Commerce 2008 - 2012
City of Raymore, Missouri April 2002 - December 2011
MidAmerican Regional Council 2003 - 2011
Waddell & Reed 1999 - 2008
Waddell & Reed Financial Services 1999 - 2008
Waddell & Reed June 1998 - July 1999
Education
Webster University 1993 — 1994
MA, Computer Resources and Information Systems Management
MidAmerica Nazarene University 1992 — 1993
BA, Human Resources Management
Texas A&M University 1970 — 1974
None, Business Management
Andrew Bakken's Waddell & Reed Experience April 2002 - July 2003
Job
Industry Insurance
Experience
Advisors Resource LLC June 2012 - Present
Independent Life & Health Insurance Professional September 2011 - June 2012
Crump Group, Inc October 2005 - September 2011
Packerland Brokerage Services July 2003 - October 2005
Waddell & Reed April 2002 - July 2003
Skills
Health, Series 7, Insurance, Annuities, Long Term Care, Estate Planning, Term Life Insurance, Universal Life, Long-term Care, Life Insurance, Retirement Planning, Disability Insurance, Fixed Annuities, Retirement, Health Insurance, Financial Advisory, Whole Life, Series 63, IRAs, Long Term Care Insurance, Financial Planners, Strategic Financial..., Series 6
Education
Lakeland College 2007 — 2015
Bachelor of Business Administration (B.B.A.), Business Administration, Management and Operations
Advisors Resource LLC June 2012 - Present
Independent Life & Health Insurance Professional September 2011 - June 2012
Crump Group, Inc October 2005 - September 2011
Packerland Brokerage Services July 2003 - October 2005
Waddell & Reed April 2002 - July 2003
Skills
Health, Series 7, Insurance, Annuities, Long Term Care, Estate Planning, Term Life Insurance, Universal Life, Long-term Care, Life Insurance, Retirement Planning, Disability Insurance, Fixed Annuities, Retirement, Health Insurance, Financial Advisory, Whole Life, Series 63, IRAs, Long Term Care Insurance, Financial Planners, Strategic Financial..., Series 6
Education
Lakeland College 2007 — 2015
Bachelor of Business Administration (B.B.A.), Business Administration, Management and Operations
Thomas P. Carney, CFP®, AWMA®,'s Waddell & Reed Experience July 1989 - March 2011
Job Financial Advisor at Ameriprise Financial Services, Inc.; CERTIFIED FINANCIAL PLANNER™ professional, Associate V. P.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. April 2011 - Present
Tapestry Public Charter School 2014 - 2015
Waddell & Reed July 1989 - March 2011
Education
University of New Orleans 1983 — 1986
BS, Finance
LSU 1977 — 1979
Accounting and Finance
Ameriprise Financial Services, Inc. April 2011 - Present
Tapestry Public Charter School 2014 - 2015
Waddell & Reed July 1989 - March 2011
Education
University of New Orleans 1983 — 1986
BS, Finance
LSU 1977 — 1979
Accounting and Finance
Amanda Pratt Amanda Pratt's Waddell & Reed Experience April 2007 - November 2007
Job Agency Manager
Industry Insurance
Experience
Hometown Insurance Agency May 2015 - Present
Champion Insurance Solutions May 2015 - Present
Champion Insurance Group May 2014 - March 2015
American Family Insurance May 2009 - April 2014
Waddell & Reed Financial Services December 2007 - December 2008
Waddell & Reed April 2007 - November 2007
Vangent, Inc. March 2006 - April 2007
Skills
Customer Service, Administration, PowerPoint, Word, Scheduling, Excel, Microsoft Office, Customer Relations, Hiring, Administrative Support, Insurance, Outlook, Editing, Typing, Writing, Spreadsheets, Social Media, Interviewing, Administrative..., Process Scheduler, Microsoft Excel, Sales Management, Sales, System Administration, Microsoft Word, Term Life Insurance, Commercial Insurance, Interviews
Education
Lubbock Christian University 2001 — 2005
Humanities
Hometown Insurance Agency May 2015 - Present
Champion Insurance Solutions May 2015 - Present
Champion Insurance Group May 2014 - March 2015
American Family Insurance May 2009 - April 2014
Waddell & Reed Financial Services December 2007 - December 2008
Waddell & Reed April 2007 - November 2007
Vangent, Inc. March 2006 - April 2007
Skills
Customer Service, Administration, PowerPoint, Word, Scheduling, Excel, Microsoft Office, Customer Relations, Hiring, Administrative Support, Insurance, Outlook, Editing, Typing, Writing, Spreadsheets, Social Media, Interviewing, Administrative..., Process Scheduler, Microsoft Excel, Sales Management, Sales, System Administration, Microsoft Word, Term Life Insurance, Commercial Insurance, Interviews
Education
Lubbock Christian University 2001 — 2005
Humanities
Donald Formigli Donald Formigli's Waddell & Reed Experience June 1987 - February 2008
Job Treasurer & Newsletter Editor at Delaware Valley Paperweight Collectors Association
Industry
Experience
Paperweight Collectors Association, Inc. May 2007 - Present
Delaware Valley Paperweight Collectors Association 2000 - Present
Bryon Connolly tax service January 1988 - Present
Waddell & Reed June 1987 - February 2008
Skills
Strategic Financial..., Finance, Customer Service, Nonprofits, Public Speaking, Investments, Tax, Financial Analysis
Education
Lehigh University 1953 — 1957
Bachelor's Degree, Industrial Engineering
Paperweight Collectors Association, Inc. May 2007 - Present
Delaware Valley Paperweight Collectors Association 2000 - Present
Bryon Connolly tax service January 1988 - Present
Waddell & Reed June 1987 - February 2008
Skills
Strategic Financial..., Finance, Customer Service, Nonprofits, Public Speaking, Investments, Tax, Financial Analysis
Education
Lehigh University 1953 — 1957
Bachelor's Degree, Industrial Engineering
Jerry Bush Jerry Bush's Waddell & Reed Experience July 2004 - February 2006
Job Lead Pastor at Mt. Gilead Church
Industry Religious Institutions
Experience
Mt. Gilead Church February 2006 - Present
Digital One August 2001 - May 2006
Waddell & Reed July 2004 - February 2006
Harrisonville Community Church July 1998 - June 2004
First General Baptist Church July 1997 - July 1998
Imlay City United Methodist Church April 1994 - July 1997
Kraft Foods Group February 1986 - April 1994
Venture Stores May 1985 - February 1986
Skills
Public Speaking, Preaching, Pastoral Care, Pastoral Counseling, Video Production, Community Outreach, Missions, Youth Ministry, Spiritual Direction, Leadership, Visionary, Logos Bible Software, Bible Study, Bible teaching, Sales Management, Expository Preaching, Leadership Development, Marketing, Writing, Creative Writing, Microsoft Word, Microsoft Excel, Microsoft Publisher, Team Building, Computer Hardware, Video Editing, Bible, Biblical Studies, Theology, Teaching
Education
Southern Illinois University, Carbondale 1982 — 1985
B.S., Marketing
Lewis and Clark Community College 1981 — 1982
Business
Jerseyville Community High School 1978 — 1981
Bachelor's degree, Business Administration and Management, General
Mt. Gilead Church February 2006 - Present
Digital One August 2001 - May 2006
Waddell & Reed July 2004 - February 2006
Harrisonville Community Church July 1998 - June 2004
First General Baptist Church July 1997 - July 1998
Imlay City United Methodist Church April 1994 - July 1997
Kraft Foods Group February 1986 - April 1994
Venture Stores May 1985 - February 1986
Skills
Public Speaking, Preaching, Pastoral Care, Pastoral Counseling, Video Production, Community Outreach, Missions, Youth Ministry, Spiritual Direction, Leadership, Visionary, Logos Bible Software, Bible Study, Bible teaching, Sales Management, Expository Preaching, Leadership Development, Marketing, Writing, Creative Writing, Microsoft Word, Microsoft Excel, Microsoft Publisher, Team Building, Computer Hardware, Video Editing, Bible, Biblical Studies, Theology, Teaching
Education
Southern Illinois University, Carbondale 1982 — 1985
B.S., Marketing
Lewis and Clark Community College 1981 — 1982
Business
Jerseyville Community High School 1978 — 1981
Bachelor's degree, Business Administration and Management, General
Estelle Ana Baca Estelle Ana Baca's Waddell & Reed Experience August 2006 - March 2007
Job Writing and Editing Professional
Industry Writing and Editing
Experience
Self-Employed Writer 2004 - Present
New York University November 2013 - May 2015
State of New Mexico January 2013 - March 2013
The Santa Fe Opera June 2012 - September 2012
Espanola Military Academy August 2008 - June 2009
Capshaw Middle School August 2007 - June 2008
Waddell & Reed August 2006 - March 2007
University of Oxford August 2005 - June 2006
Osprey Publishing July 2004 - September 2005
Publishers Group West March 2001 - September 2003
Skills
Proofreading, Creative Writing, Editing, Research, Social Media, Copywriting, Blogging, Fiction, Publishing, Copy Editing, Book Reviews, Books, Journalism, Editorial, Publicity, Storytelling, Content Strategy, Freelance Writing, Poetry, Screenwriting, Press Releases, Newsletters, Short Stories, Web Content, Fiction Writing, Social Networking, Publications, Literature, Film, Novels, Published Author
Education
University of Warwick 2003 — 2004
Master of Arts (MA), Creative Writing
Marymount Manhattan College 1997 — 2000
Bachelor of Fine Arts (BFA), Acting
Self-Employed Writer 2004 - Present
New York University November 2013 - May 2015
State of New Mexico January 2013 - March 2013
The Santa Fe Opera June 2012 - September 2012
Espanola Military Academy August 2008 - June 2009
Capshaw Middle School August 2007 - June 2008
Waddell & Reed August 2006 - March 2007
University of Oxford August 2005 - June 2006
Osprey Publishing July 2004 - September 2005
Publishers Group West March 2001 - September 2003
Skills
Proofreading, Creative Writing, Editing, Research, Social Media, Copywriting, Blogging, Fiction, Publishing, Copy Editing, Book Reviews, Books, Journalism, Editorial, Publicity, Storytelling, Content Strategy, Freelance Writing, Poetry, Screenwriting, Press Releases, Newsletters, Short Stories, Web Content, Fiction Writing, Social Networking, Publications, Literature, Film, Novels, Published Author
Education
University of Warwick 2003 — 2004
Master of Arts (MA), Creative Writing
Marymount Manhattan College 1997 — 2000
Bachelor of Fine Arts (BFA), Acting
Mike Barclift, ChFC® Mike Barclift, ChFC®'s Waddell & Reed Experience May 2010 - May 2013
Job VP Financial Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab May 2013 - Present
Waddell & Reed May 2010 - May 2013
MICG Investment Management March 2009 - April 2010
First Command Financial Planning September 2004 - March 2009
U.S. Navy July 1983 - October 2004
Education
United States Naval Academy 1979 — 1983
BS, General Engineering
Naval War College 1993 — 1994
MA, National Security and Stategic Studies
The American College 2009 — 2011
Certificate, Chartered Financial Consultant
Kaplan University 2008 — 2009
Certificate, Financial Planning
Charles Schwab May 2013 - Present
Waddell & Reed May 2010 - May 2013
MICG Investment Management March 2009 - April 2010
First Command Financial Planning September 2004 - March 2009
U.S. Navy July 1983 - October 2004
Education
United States Naval Academy 1979 — 1983
BS, General Engineering
Naval War College 1993 — 1994
MA, National Security and Stategic Studies
The American College 2009 — 2011
Certificate, Chartered Financial Consultant
Kaplan University 2008 — 2009
Certificate, Financial Planning
Rick Shively's Waddell & Reed Experience November 2005 - May 2007
Job Financial Advisor
Industry Financial Services
Experience
West Chester Liberty Chamber Alliance January 2010 - Present
West Chester Chamber Alliance Leadership 21 September 2008 - Present
Happily self employed May 2007 - Present
West Chester Chamber Alliance 2007 - Present
Fort Hamilton District, Dan Bear Council, BSA 2012 - 2012
Waddell & Reed November 2005 - May 2007
Western & Southern Financial Group January 2003 - November 2005
On Location Multimedia 2000 - 2002
WLW Radio 1982 - 1985
Skills
Public Speaking, New Business Development, Non-profits, Fundraising, Leadership, Social Networking, Strategic Planning, Program Management, Team Building, Nonprofits, Leadership Development, Insurance, Sales Management, Customer Service, Event Planning, Marketing, Marketing Strategy, Training, Business Development, Coaching, Volunteer Management, Public Relations, Event Management, Small Business, Healthcare, Budgets, Community Outreach, Entrepreneurship, Media Relations, Marketing Communications, Program Development, Sales, Management, Organizational..., Social Media, Social Media Marketing, Advertising, Board Development, Copywriting, Grant Writing, Philanthropy, Executive Coaching, B2B
Education
Miami University 1972 — 1976
Radio TV Film
Miami University 1972 — 1976
Radio and Television
West Chester Liberty Chamber Alliance January 2010 - Present
West Chester Chamber Alliance Leadership 21 September 2008 - Present
Happily self employed May 2007 - Present
West Chester Chamber Alliance 2007 - Present
Fort Hamilton District, Dan Bear Council, BSA 2012 - 2012
Waddell & Reed November 2005 - May 2007
Western & Southern Financial Group January 2003 - November 2005
On Location Multimedia 2000 - 2002
WLW Radio 1982 - 1985
Skills
Public Speaking, New Business Development, Non-profits, Fundraising, Leadership, Social Networking, Strategic Planning, Program Management, Team Building, Nonprofits, Leadership Development, Insurance, Sales Management, Customer Service, Event Planning, Marketing, Marketing Strategy, Training, Business Development, Coaching, Volunteer Management, Public Relations, Event Management, Small Business, Healthcare, Budgets, Community Outreach, Entrepreneurship, Media Relations, Marketing Communications, Program Development, Sales, Management, Organizational..., Social Media, Social Media Marketing, Advertising, Board Development, Copywriting, Grant Writing, Philanthropy, Executive Coaching, B2B
Education
Miami University 1972 — 1976
Radio TV Film
Miami University 1972 — 1976
Radio and Television
Valerie Graves Valerie Graves's Waddell & Reed Experience January 2015 - Present
Job Sales Associate, Ashley Home Furniture
Industry Research
Experience
Broad River Furniture d/b/a Ashley Furniture HomeStore June 2015 - Present
looking for job opportunities May 2015 - Present
Waddell & Reed January 2015 - Present
Edward Jones May 2008 - Present
Preschool May 1999 - May 2009
Skills
Customer Service, Office Administration, Creative Direction, Event Planning, Marketing
Education
Midlands Technical College 2002 — 2003
Certificate, Interior Design
Broad River Furniture d/b/a Ashley Furniture HomeStore June 2015 - Present
looking for job opportunities May 2015 - Present
Waddell & Reed January 2015 - Present
Edward Jones May 2008 - Present
Preschool May 1999 - May 2009
Skills
Customer Service, Office Administration, Creative Direction, Event Planning, Marketing
Education
Midlands Technical College 2002 — 2003
Certificate, Interior Design
Travis Carver Travis Carver's Waddell & Reed Experience March 2014 - Present
Job Client Service Specialist
Industry Financial Services
Experience
Waddell & Reed March 2014 - Present
Castle Airsoft Surplus March 2013 - August 2013
McMurry University Athletic Department March 2011 - May 2013
La Vega ISD Technology Department June 2012 - August 2012
Skills
Management, Customer Service, Sales, Social Media, Video Production, Microsoft Word, Strategic Planning, Team Building, Social Media Marketing, Sales Management, Marketing Communications
Education
McMurry University 2010 — 2013
Bachelor of Business Administration (BBA), Management and Marketing
McMurry University 2010 — 2013
Bachelor of Business Administration (BBA), Management, Marketing
Waddell & Reed March 2014 - Present
Castle Airsoft Surplus March 2013 - August 2013
McMurry University Athletic Department March 2011 - May 2013
La Vega ISD Technology Department June 2012 - August 2012
Skills
Management, Customer Service, Sales, Social Media, Video Production, Microsoft Word, Strategic Planning, Team Building, Social Media Marketing, Sales Management, Marketing Communications
Education
McMurry University 2010 — 2013
Bachelor of Business Administration (BBA), Management and Marketing
McMurry University 2010 — 2013
Bachelor of Business Administration (BBA), Management, Marketing
Liz Haddock Liz Haddock's Waddell & Reed Experience March 2010 - January 2013
Job Loan Officer at Third Federal Savings &Loan
Industry Banking
Experience
Third Federal Savings & Loan February 2013 - Present
Waddell & Reed March 2010 - January 2013
Banc Ohio Financial December 2008 - February 2010
American Equity Mortgage May 2008 - December 2008
Chase Home Finance November 2004 - August 2007
LRA Worldwide 2002 - 2003
Skills
Loans, Mortgage Lending, Refinance, Underwriting, Finance, Investment Properties, Management, Analysis, Call Centers, Customer Satisfaction, FHA, Mortgage Banking, Banking, Credit Analysis
Education
Marietta College 1985 — 1989
BA, Business Management
St Peter's High School 1981 — 1985
diploma, college prep
Third Federal Savings & Loan February 2013 - Present
Waddell & Reed March 2010 - January 2013
Banc Ohio Financial December 2008 - February 2010
American Equity Mortgage May 2008 - December 2008
Chase Home Finance November 2004 - August 2007
LRA Worldwide 2002 - 2003
Skills
Loans, Mortgage Lending, Refinance, Underwriting, Finance, Investment Properties, Management, Analysis, Call Centers, Customer Satisfaction, FHA, Mortgage Banking, Banking, Credit Analysis
Education
Marietta College 1985 — 1989
BA, Business Management
St Peter's High School 1981 — 1985
diploma, college prep
Caleb Trotter's Waddell & Reed Experience March 2009 - August 2009
Job Fellow at Pacific Legal Foundation
Industry Law Practice
Experience
Pacific Legal Foundation September 2015 - Present
Institute for Justice May 2014 - August 2014
Charles Koch Institute May 2014 - August 2014
Jefferson Parish Public Defender's Office May 2013 - July 2013
JPMorgan Chase October 2009 - August 2012
Waddell & Reed March 2009 - August 2009
Ameriprise Financial Services, Inc. May 2008 - January 2009
UBS Wealth Management March 2004 - June 2006
Skills
Constitutional Law, Statutory Interpretation, Administrative Law, Criminal Law, Intellectual Property, Legislation, Legal Research, Legal Writing, Litigation, Economics, Election Law
Education
Loyola University New Orleans College of Law 2012 — 2015
Juris Doctor (J.D.), Cum Laude
Michigan State University College of Law 2014 — 2014
Tulane University - A.B. Freeman School of Business 2002 — 2006
Bachelor of Science in Management, Finance & Legal Studies in Business
Pacific Legal Foundation September 2015 - Present
Institute for Justice May 2014 - August 2014
Charles Koch Institute May 2014 - August 2014
Jefferson Parish Public Defender's Office May 2013 - July 2013
JPMorgan Chase October 2009 - August 2012
Waddell & Reed March 2009 - August 2009
Ameriprise Financial Services, Inc. May 2008 - January 2009
UBS Wealth Management March 2004 - June 2006
Skills
Constitutional Law, Statutory Interpretation, Administrative Law, Criminal Law, Intellectual Property, Legislation, Legal Research, Legal Writing, Litigation, Economics, Election Law
Education
Loyola University New Orleans College of Law 2012 — 2015
Juris Doctor (J.D.), Cum Laude
Michigan State University College of Law 2014 — 2014
Tulane University - A.B. Freeman School of Business 2002 — 2006
Bachelor of Science in Management, Finance & Legal Studies in Business
Rebecca Demary's Waddell & Reed Experience February 2011 - December 2011
Job Account Manager at Telgian
Industry Facilities Services
Experience
Telgian October 2013 - Present
Telgian January 2012 - October 2013
Waddell & Reed February 2011 - December 2011
General Dynamics C4 Systems July 2010 - December 2010
Skills
Software Documentation, Time Management, Management, Spreadsheets, Customer Service, Microsoft Office, Databases, Document Management, Policy, QuickBooks, Administrative..., Outlook, Security, Invoicing
Education
Mesa Community College 2004 — 2004
NA, English, Math
Westwood High School, Mesa, AZ 2000 — 2004
Telgian October 2013 - Present
Telgian January 2012 - October 2013
Waddell & Reed February 2011 - December 2011
General Dynamics C4 Systems July 2010 - December 2010
Skills
Software Documentation, Time Management, Management, Spreadsheets, Customer Service, Microsoft Office, Databases, Document Management, Policy, QuickBooks, Administrative..., Outlook, Security, Invoicing
Education
Mesa Community College 2004 — 2004
NA, English, Math
Westwood High School, Mesa, AZ 2000 — 2004
Pamela Mathias's Waddell & Reed Experience 2006 - 2008
Job Program Assistant, Crisis Center at Redwood Community Services, INC
Industry Mental Health Care
Experience
Redwood Quality Management Company July 2014 - Present
Redwood Community Services, INC July 2014 - Present
Redwood Childrens Services June 2013 - June 2014
Redwood Childrens Services May 2012 - June 2013
Western Consolidated, Inc. 2010 - 2010
Missoula Federal Credit Union 2008 - 2009
Waddell & Reed 2006 - 2008
Skills
Records Management, Data Analysis, HIPAA, Office Administration, Client Intake, Office Management, Spreadsheets, Notary Public, Community Outreach, Customer Service, Nonprofits, Microsoft Office, Team Building, Critical Thinking, Behavioral Health, Auditing
Education
Post University 2015 — 2016
Human Resources Management Certification Program, HR, 4.0
Santa Rosa Junior College 2012 — 2013
Psychology
Mendocino College 2010 — 2012
Certificate, Business Administration, Management and Operations
Frontier School of the Bible 2003 — 2006
Associate of Arts (AA), Children's Education in Biblical Studies
Santa Rosa Junior College
Human Resources Management/Personnel Administration, General
Redwood Quality Management Company July 2014 - Present
Redwood Community Services, INC July 2014 - Present
Redwood Childrens Services June 2013 - June 2014
Redwood Childrens Services May 2012 - June 2013
Western Consolidated, Inc. 2010 - 2010
Missoula Federal Credit Union 2008 - 2009
Waddell & Reed 2006 - 2008
Skills
Records Management, Data Analysis, HIPAA, Office Administration, Client Intake, Office Management, Spreadsheets, Notary Public, Community Outreach, Customer Service, Nonprofits, Microsoft Office, Team Building, Critical Thinking, Behavioral Health, Auditing
Education
Post University 2015 — 2016
Human Resources Management Certification Program, HR, 4.0
Santa Rosa Junior College 2012 — 2013
Psychology
Mendocino College 2010 — 2012
Certificate, Business Administration, Management and Operations
Frontier School of the Bible 2003 — 2006
Associate of Arts (AA), Children's Education in Biblical Studies
Santa Rosa Junior College
Human Resources Management/Personnel Administration, General
Steven Koury Steven Koury's Waddell & Reed Experience March 2015 - Present
Job Financial Advisor; trusted and experienced (cell phone 6509227457)
Industry Financial Services
Experience
Waddell & Reed March 2015 - Present
JPMorgan Chase Bank N.A. 2009 - March 2015
Hillsborough City School District December 2009 - December 2013
Hillsborough Recreation Commission December 2009 - December 2013
Wachovia 2005 - 2008
JPMorgan & Co 1994 - 2005
FHLB San Francisco 1987 - 1994
Wells Fargo Bank 1985 - 1987
Education
Københavns Universitet 1983 — 1984
Advanced Certificate - with honors, International Finance
San Francisco State University 1980 — 1984
B.S. - magna cum laude, International Finance
Waddell & Reed March 2015 - Present
JPMorgan Chase Bank N.A. 2009 - March 2015
Hillsborough City School District December 2009 - December 2013
Hillsborough Recreation Commission December 2009 - December 2013
Wachovia 2005 - 2008
JPMorgan & Co 1994 - 2005
FHLB San Francisco 1987 - 1994
Wells Fargo Bank 1985 - 1987
Education
Københavns Universitet 1983 — 1984
Advanced Certificate - with honors, International Finance
San Francisco State University 1980 — 1984
B.S. - magna cum laude, International Finance
Dylan Robinson's Waddell & Reed Experience August 2015 - Present
Job Quality Assurance Associate at Waddell & Reed
Industry Food & Beverages
Experience
Waddell & Reed August 2015 - Present
Cosentino's Food Stores February 2015 - August 2015
Cosentino's Food Stores July 2014 - February 2015
Cosentino's Food Stores January 2014 - July 2014
Big V Country Mart July 2012 - December 2013
Skills
Customer Service, Inventory Management, Retail, POS, Customer Satisfaction, Leadership, Management, Microsoft Office, Order Management, Team Building, Time Management
Education
Park University 2014 — 2016
Bachelors, Business Administration and Management
Metropolitan Community College-Maple Woods 2012 — 2014
General
Kearney High School 2008 — 2012
General Education
Waddell & Reed August 2015 - Present
Cosentino's Food Stores February 2015 - August 2015
Cosentino's Food Stores July 2014 - February 2015
Cosentino's Food Stores January 2014 - July 2014
Big V Country Mart July 2012 - December 2013
Skills
Customer Service, Inventory Management, Retail, POS, Customer Satisfaction, Leadership, Management, Microsoft Office, Order Management, Team Building, Time Management
Education
Park University 2014 — 2016
Bachelors, Business Administration and Management
Metropolitan Community College-Maple Woods 2012 — 2014
General
Kearney High School 2008 — 2012
General Education
Austin Bower Austin Bower's Waddell & Reed Experience August 2014 - February 2015
Job Accounting Intern at Primary Integration
Industry Accounting
Experience
Primary Integration May 2015 - Present
Waddell & Reed August 2014 - February 2015
Blue Cactus Cantina/ Bricks Cafe September 2008 - August 2014
Skills
Accounting, Restaurant Management, Customer Service, Microsoft Word, Microsoft Excel, Outlook, Bookkeeping
Education
Middle Tennessee State University 2011 — 2015
Bachelor’s Degree, Accounting and Business/Management, 3.07
Franklin High School
Primary Integration May 2015 - Present
Waddell & Reed August 2014 - February 2015
Blue Cactus Cantina/ Bricks Cafe September 2008 - August 2014
Skills
Accounting, Restaurant Management, Customer Service, Microsoft Word, Microsoft Excel, Outlook, Bookkeeping
Education
Middle Tennessee State University 2011 — 2015
Bachelor’s Degree, Accounting and Business/Management, 3.07
Franklin High School
Michael P. Murphy Michael P. Murphy's Waddell & Reed Experience February 2015 - May 2015
Job Waddell and Reed
Industry Investment Management
Experience
Ancient Order of Hibernians February 1993 - Present
Waddell & Reed February 2015 - May 2015
Health Care February 2001 - October 2014
Kansas City Gaelic Athletic Association July 2007 - May 2010
Skills
Customer Service, Customer Relations, Team Building, Problem Solving, Fundraising, Web Design, Woodworking, Landscaping, Fishing, Driving, People Skills, Organisational Skills, Social Skills, Travel Planning, Ireland, Irish, Hibernian, System Administration, Event Planning, Social Media, Healthcare, Employee Relations, Insurance, Strategic Planning, Project Management, Microsoft Word, Teaching, Microsoft Office, Budgets, Research, Public Speaking, Management, Public Relations, Negotiation, Nonprofits, Social Networking, Event Management, Leadership, Marketing, Microsoft Excel
Education
Longview Community College 1997 — 1999
assoc., general
Ancient Order of Hibernians February 1993 - Present
Waddell & Reed February 2015 - May 2015
Health Care February 2001 - October 2014
Kansas City Gaelic Athletic Association July 2007 - May 2010
Skills
Customer Service, Customer Relations, Team Building, Problem Solving, Fundraising, Web Design, Woodworking, Landscaping, Fishing, Driving, People Skills, Organisational Skills, Social Skills, Travel Planning, Ireland, Irish, Hibernian, System Administration, Event Planning, Social Media, Healthcare, Employee Relations, Insurance, Strategic Planning, Project Management, Microsoft Word, Teaching, Microsoft Office, Budgets, Research, Public Speaking, Management, Public Relations, Negotiation, Nonprofits, Social Networking, Event Management, Leadership, Marketing, Microsoft Excel
Education
Longview Community College 1997 — 1999
assoc., general
Samantha Morse's Waddell & Reed Experience June 2011 - August 2011
Job Operations Performance Leader
Industry Insurance
Experience
Allstate February 2015 - Present
Allstate November 2013 - February 2015
Allstate November 2013 - November 2013
Allstate April 2013 - November 2013
Wells Fargo/RCIS October 2012 - April 2013
Wells Fargo/RCIS April 2012 - October 2012
Wells Fargo/RCIS September 2011 - March 2012
Waddell & Reed June 2011 - August 2011
YMCA of Greater St. Louis August 2010 - May 2011
Skills
Claims Handling, AS400 system, Crop Insurance, Insurance, Data Entry, Outlook, Training, Critical Thinking, Claim, Microsoft Excel, Microsoft Word, Customer Service, Teamwork, Customer Satisfaction, Team Building, Microsoft Office 2007
Education
University of Minnesota-Duluth 2006 — 2011
Bachelor of Science (B.S.), Mathematics and Statistics
Lindenwood University 2006 — 2007
Mathematics, Mathematics
Allstate February 2015 - Present
Allstate November 2013 - February 2015
Allstate November 2013 - November 2013
Allstate April 2013 - November 2013
Wells Fargo/RCIS October 2012 - April 2013
Wells Fargo/RCIS April 2012 - October 2012
Wells Fargo/RCIS September 2011 - March 2012
Waddell & Reed June 2011 - August 2011
YMCA of Greater St. Louis August 2010 - May 2011
Skills
Claims Handling, AS400 system, Crop Insurance, Insurance, Data Entry, Outlook, Training, Critical Thinking, Claim, Microsoft Excel, Microsoft Word, Customer Service, Teamwork, Customer Satisfaction, Team Building, Microsoft Office 2007
Education
University of Minnesota-Duluth 2006 — 2011
Bachelor of Science (B.S.), Mathematics and Statistics
Lindenwood University 2006 — 2007
Mathematics, Mathematics
Thomas Villeneuve's Waddell & Reed Experience October 2006 - May 2007
Job Partner I hire, train and develop sales professionals to help them positively impact the lives of others
Industry Financial Services
Experience
New York Life Insurance Company February 2014 - Present
New York Life Insurance Company February 2012 - February 2014
Eagle Strategies LLC June 2010 - February 2012
New York Life Insurance Company May 2007 - February 2012
NYLIFE Securities LLC (Member FINRA/SIPC) A Licensed Insurance May 2007 - February 2012
Waddell & Reed October 2006 - May 2007
Mignone Communications, Inc. February 2006 - September 2006
S. Rosenthal & Co. February 2004 - February 2006
Print Exchange, Inc. 1995 - 2004
Skills
Team Building, Coaching, Sales Rep Training, Training, Communication, Hands-on Training, Recruiting, Thought Leadership, interviewing, Financial Recruiting, College Recruiting, Time Management, Management, Business Planning, Finance, Long Term Care Insurance, Customer Retention, Strategy, Leadership, Disability Insurance, Public Speaking, Social Media, Motivational Speaking, Interviews, Investments, Microsoft Office
Education
The American College of Financial Services 2008 — 2009
LUTCF Life Underwriter Training Council Fellow
Keene State College 1980 — 1983
Kent State University 1979 — 1980
Ohio University 1978 — 1979
Hudson High School 1974 — 1978
New York Life Insurance Company February 2014 - Present
New York Life Insurance Company February 2012 - February 2014
Eagle Strategies LLC June 2010 - February 2012
New York Life Insurance Company May 2007 - February 2012
NYLIFE Securities LLC (Member FINRA/SIPC) A Licensed Insurance May 2007 - February 2012
Waddell & Reed October 2006 - May 2007
Mignone Communications, Inc. February 2006 - September 2006
S. Rosenthal & Co. February 2004 - February 2006
Print Exchange, Inc. 1995 - 2004
Skills
Team Building, Coaching, Sales Rep Training, Training, Communication, Hands-on Training, Recruiting, Thought Leadership, interviewing, Financial Recruiting, College Recruiting, Time Management, Management, Business Planning, Finance, Long Term Care Insurance, Customer Retention, Strategy, Leadership, Disability Insurance, Public Speaking, Social Media, Motivational Speaking, Interviews, Investments, Microsoft Office
Education
The American College of Financial Services 2008 — 2009
LUTCF Life Underwriter Training Council Fellow
Keene State College 1980 — 1983
Kent State University 1979 — 1980
Ohio University 1978 — 1979
Hudson High School 1974 — 1978
Shawn T Wilkinson Shawn T Wilkinson's Waddell & Reed Experience August 2010 - January 2012
Job Senior Accountant at Morgan Truck Body, LLC.
Industry Accounting
Experience
Morgan Truck Body, LLC. November 2014 - Present
Twin Valley School District March 2012 - Present
Twin Valley School District March 2012 - Present
Twin Valley School District October 2011 - Present
The John Wood Company March 2012 - November 2014
Waddell & Reed August 2010 - January 2012
Metro Bank October 2010 - June 2011
Skills
Microsoft Office, Customer Service, Microsoft Excel, Financial Analysis, Banking, Strategic Planning, Business Analysis, Risk Management, Project Management, Investments, Microsoft Word, PowerPoint, Business Strategy, Process Improvement, Financial Modeling, Portfolio Management, Management, Accounting
Education
Lock Haven University of Pennsylvania 2002 — 2006
Bachelor of Science (B.S.), Dual Major: Accounting and Business Administration
Lock Haven University of Pennsylvania
Bachelor's degree in Accounting and Business Administration
Morgan Truck Body, LLC. November 2014 - Present
Twin Valley School District March 2012 - Present
Twin Valley School District March 2012 - Present
Twin Valley School District October 2011 - Present
The John Wood Company March 2012 - November 2014
Waddell & Reed August 2010 - January 2012
Metro Bank October 2010 - June 2011
Skills
Microsoft Office, Customer Service, Microsoft Excel, Financial Analysis, Banking, Strategic Planning, Business Analysis, Risk Management, Project Management, Investments, Microsoft Word, PowerPoint, Business Strategy, Process Improvement, Financial Modeling, Portfolio Management, Management, Accounting
Education
Lock Haven University of Pennsylvania 2002 — 2006
Bachelor of Science (B.S.), Dual Major: Accounting and Business Administration
Lock Haven University of Pennsylvania
Bachelor's degree in Accounting and Business Administration
John Lockman John Lockman's Waddell & Reed Experience August 2014 - March 2015
Job Licensed Insurance Producer
Industry Financial Services
Experience
Self Employed March 2015 - Present
Waddell & Reed August 2014 - March 2015
AIG Financial Network July 2011 - March 2014
Van McCormack Realty & Auction October 2010 - June 2011
Weichert Realtors/Ron Gregory Sales & Auction March 2009 - October 2010
Camp Real Estate February 2008 - March 2009
Pride Homes Real Estate February 2006 - January 2008
Skills
Sales, Public Speaking, Communication, Seminar Marketing, Written Communication, Motivational Speaking, Impromptu Speaking, Networking, Expository Preaching, Real Estate, Insurance, Life Insurance, Fixed Annuities, Indexed Annuities, Indexed Universal Life...
Education
Lipscomb University 2003 — 2007
Bachelor's Degree, Bible/Biblical Studies
Self Employed March 2015 - Present
Waddell & Reed August 2014 - March 2015
AIG Financial Network July 2011 - March 2014
Van McCormack Realty & Auction October 2010 - June 2011
Weichert Realtors/Ron Gregory Sales & Auction March 2009 - October 2010
Camp Real Estate February 2008 - March 2009
Pride Homes Real Estate February 2006 - January 2008
Skills
Sales, Public Speaking, Communication, Seminar Marketing, Written Communication, Motivational Speaking, Impromptu Speaking, Networking, Expository Preaching, Real Estate, Insurance, Life Insurance, Fixed Annuities, Indexed Annuities, Indexed Universal Life...
Education
Lipscomb University 2003 — 2007
Bachelor's Degree, Bible/Biblical Studies
Randall Whitmore Randall Whitmore's Waddell & Reed Experience January 2013 - February 2013
Job Sales and Operations Management Trainee at Penske Truck Leasing
Industry Transportation/Trucking/Railroad
Experience
Penske Truck Leasing January 2015 - Present
Walgreens April 2013 - January 2015
Waddell & Reed January 2013 - February 2013
Target November 2008 - December 2012
Skills
Time Management, Teamwork, Supervisory Experience, Inventory Control, Customer Service, Sales, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Networking
Education
Knox College 2008 — 2012
Bachelor of Arts (B.A.), Economics
Penske Truck Leasing January 2015 - Present
Walgreens April 2013 - January 2015
Waddell & Reed January 2013 - February 2013
Target November 2008 - December 2012
Skills
Time Management, Teamwork, Supervisory Experience, Inventory Control, Customer Service, Sales, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Networking
Education
Knox College 2008 — 2012
Bachelor of Arts (B.A.), Economics
Elliot Cole Elliot Cole's Waddell & Reed Experience January 2014 - December 2014
Job Junior Analyst at Harvey and Company
Industry Financial Services
Experience
Harvey & Company LLC June 2015 - Present
Waddell & Reed January 2014 - December 2014
Watch Station International June 2013 - September 2013
Amorosso Fine Wines September 2012 - May 2013
Skills
Microsoft Office, Public Speaking, Social Networking, Customer Service, PowerPoint, Microsoft Excel, Microsoft Word, Research, Sales, Project Management, English, Organizational Design, Windows, Photoshop
Education
University of California, San Diego 2013 — 2015
Bachelor of Science (B.Sc.), Management Sciences, 3.7 GPA, Cum Laude
MiraCosta College 2010 — 2012
Associate of Arts (AA), Economics, 3.7 Cumulative GPA 4.0 Honors Coursework
Harvey & Company LLC June 2015 - Present
Waddell & Reed January 2014 - December 2014
Watch Station International June 2013 - September 2013
Amorosso Fine Wines September 2012 - May 2013
Skills
Microsoft Office, Public Speaking, Social Networking, Customer Service, PowerPoint, Microsoft Excel, Microsoft Word, Research, Sales, Project Management, English, Organizational Design, Windows, Photoshop
Education
University of California, San Diego 2013 — 2015
Bachelor of Science (B.Sc.), Management Sciences, 3.7 GPA, Cum Laude
MiraCosta College 2010 — 2012
Associate of Arts (AA), Economics, 3.7 Cumulative GPA 4.0 Honors Coursework
Cory Wilson Cory Wilson's Waddell & Reed Experience September 2009 - April 2010
Job Senior Claims Representative at Capstone ISG
Industry Insurance
Experience
Capstone ISG August 2015 - Present
Travelers October 2010 - August 2015
Waddell & Reed September 2009 - April 2010
Penn-Bernville Elementary School August 2008 - August 2009
The Peanut Bar Restaurant February 2006 - August 2008
United States Air Force July 1996 - March 2001
Skills
Ability to work..., Personal and..., Exemplary customer..., Proficient in Microsoft..., Proficient in PowerPoint, Proficient in Outlook, Proficient in Claim..., Proficient in Xactimate..., Proficient in Imact, Customer Service, Insurance, Strategy, Finance, Training, Team Building, Event Planning, Process Improvement, Leadership
Education
Kutztown University of Pennsylvania 2006 — 2008
Elementary Education Certification, Elementary Education
King's College 2001 — 2005
Bachelor's Degree, Majors: Psychology and Philosophy Minor: Social Work, 3.712
Marple Newtown SHS
Capstone ISG August 2015 - Present
Travelers October 2010 - August 2015
Waddell & Reed September 2009 - April 2010
Penn-Bernville Elementary School August 2008 - August 2009
The Peanut Bar Restaurant February 2006 - August 2008
United States Air Force July 1996 - March 2001
Skills
Ability to work..., Personal and..., Exemplary customer..., Proficient in Microsoft..., Proficient in PowerPoint, Proficient in Outlook, Proficient in Claim..., Proficient in Xactimate..., Proficient in Imact, Customer Service, Insurance, Strategy, Finance, Training, Team Building, Event Planning, Process Improvement, Leadership
Education
Kutztown University of Pennsylvania 2006 — 2008
Elementary Education Certification, Elementary Education
King's College 2001 — 2005
Bachelor's Degree, Majors: Psychology and Philosophy Minor: Social Work, 3.712
Marple Newtown SHS
Loretta Akins Loretta Akins's Waddell & Reed Experience March 2008 - Present
Job Dealer Services Associate at Waddell & Reed
Industry Financial Services
Experience
Waddell & Reed March 2008 - Present
Boston Financial Data Services October 2006 - March 2008
Education
Metropolitan Community College-Penn Valley 2011 — 2013
Raytown High School 1996 — 2000
Waddell & Reed March 2008 - Present
Boston Financial Data Services October 2006 - March 2008
Education
Metropolitan Community College-Penn Valley 2011 — 2013
Raytown High School 1996 — 2000
Dru Girard's Waddell & Reed Experience April 2008 - March 2012
Job Regional Sales Associate at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners April 2013 - Present
hiredMYway.com April 2012 - March 2013
Waddell & Reed April 2008 - March 2012
Skills
Talent Acquisition, Series 7, Series 65, Series 63, Life & Health Insurance..., Mutual Funds, Investments, Closed-end Funds, Unit Investment Trusts
Education
Bizdom 2011 — 2012
Michigan State University 2003 — 2007
Bachelor of Arts (B.A.), Finance, General
Guggenheim Partners April 2013 - Present
hiredMYway.com April 2012 - March 2013
Waddell & Reed April 2008 - March 2012
Skills
Talent Acquisition, Series 7, Series 65, Series 63, Life & Health Insurance..., Mutual Funds, Investments, Closed-end Funds, Unit Investment Trusts
Education
Bizdom 2011 — 2012
Michigan State University 2003 — 2007
Bachelor of Arts (B.A.), Finance, General
Rob Haddorff Rob Haddorff's Waddell & Reed Experience June 1986 - August 1990
Job DARTSDirector of Operations
Industry Health, Wellness and Fitness
Experience
DARTS (Dakota Area Resources & Transportation for Seniors) October 2012 - Present
Inter-Dependent Living, Inc. September 2002 - July 2011
IDS Financial Services, Inc. September 1990 - August 2002
Waddell & Reed June 1986 - August 1990
Skills
Assist Hi Volume..., Ability to match talent..., Tenaciously loyal and..., Healthcare, Finance, Seniors, Team Building, Strategic Planning, Budgets, Process Improvement, Leadership, Higher Education..., Coaching, Cross-functional Team..., Customer Service, Change Management, Management, Leadership Development, Streamlining, Match, Employee Benefits, Project Management, Sales, Time Management, Training, Nonprofits, Project Planning
Education
Minnesota State University, Mankato 1985 — 1986
Masters, Administration
DARTS (Dakota Area Resources & Transportation for Seniors) October 2012 - Present
Inter-Dependent Living, Inc. September 2002 - July 2011
IDS Financial Services, Inc. September 1990 - August 2002
Waddell & Reed June 1986 - August 1990
Skills
Assist Hi Volume..., Ability to match talent..., Tenaciously loyal and..., Healthcare, Finance, Seniors, Team Building, Strategic Planning, Budgets, Process Improvement, Leadership, Higher Education..., Coaching, Cross-functional Team..., Customer Service, Change Management, Management, Leadership Development, Streamlining, Match, Employee Benefits, Project Management, Sales, Time Management, Training, Nonprofits, Project Planning
Education
Minnesota State University, Mankato 1985 — 1986
Masters, Administration
Ronald Gallo Ronald Gallo's Waddell & Reed Experience March 2007 - September 2011
Job Self Employed
Industry Insurance
Experience
Western and Southern October 2011 - July 2012
Waddell & Reed March 2007 - September 2011
Skills
Strategic Financial..., Investment Strategies, Long-term Care, Disability Insurance, Annuity Sales, District Sales..., Recruiting, Employee Training, Health Insurance, Microsoft Office, Lotus Notes, Life Insurance
Education
Loyola University of Chicago
Western and Southern October 2011 - July 2012
Waddell & Reed March 2007 - September 2011
Skills
Strategic Financial..., Investment Strategies, Long-term Care, Disability Insurance, Annuity Sales, District Sales..., Recruiting, Employee Training, Health Insurance, Microsoft Office, Lotus Notes, Life Insurance
Education
Loyola University of Chicago
Jacqueline Koshinski Jacqueline Koshinski's Waddell & Reed Experience August 2013 - Present
Job Investment Consultant at Waddell & Reed
Industry Investment Management
Experience
Waddell & Reed August 2013 - Present
APG Asset Management (formerly Cordares B.V July 2007 - May 2012
Towers Watson (formerly Watson Wyatt Worldwide) September 2006 - June 2007
Hewitt Ennis Knupp (formerly Ennis Knupp + Associates) May 2004 - September 2006
Skills
Hedge Funds, Equities, Asset Management, Investments, Fixed Income, Investment Management, Asset Managment, Portfolio Management, Investment Strategies, Financial Markets, Equity Research, Analysis, Mergers & Acquisitions, Bloomberg, Derivatives, Asset Allocation, Mutual Funds, Fund Of Funds, Bonds, Alternative Investments, Financial Risk, Pensions, Valuation, Private Equity
Education
Millikin University 2001 — 2003
B.S., Finance
University of London 2002 — 2002
Finance
McKendree University 1999 — 2001
Biology
Waddell & Reed August 2013 - Present
APG Asset Management (formerly Cordares B.V July 2007 - May 2012
Towers Watson (formerly Watson Wyatt Worldwide) September 2006 - June 2007
Hewitt Ennis Knupp (formerly Ennis Knupp + Associates) May 2004 - September 2006
Skills
Hedge Funds, Equities, Asset Management, Investments, Fixed Income, Investment Management, Asset Managment, Portfolio Management, Investment Strategies, Financial Markets, Equity Research, Analysis, Mergers & Acquisitions, Bloomberg, Derivatives, Asset Allocation, Mutual Funds, Fund Of Funds, Bonds, Alternative Investments, Financial Risk, Pensions, Valuation, Private Equity
Education
Millikin University 2001 — 2003
B.S., Finance
University of London 2002 — 2002
Finance
McKendree University 1999 — 2001
Biology
Andrew Garon Andrew Garon's Waddell & Reed Experience April 2010 - April 2011
Job Experienced Investment Advisor
Industry Financial Services
Experience
Guardian Defense Group, LLC October 2013 - Present
Professional Trader February 2013 - Present
Morgan Stanley Smith Barney April 2011 - February 2013
Waddell & Reed April 2010 - April 2011
Ronin Capital May 2009 - August 2009
Telemus Capital Partners 2007 - 2008
Skills
Series 7, Investment Advisory, Financial Analysis, Investment Strategies, Portfolio Management, Financial Modeling, Series 66
Education
Michigan State University 2005 — 2009
Bachelor of Arts (BA), Economics
Guardian Defense Group, LLC October 2013 - Present
Professional Trader February 2013 - Present
Morgan Stanley Smith Barney April 2011 - February 2013
Waddell & Reed April 2010 - April 2011
Ronin Capital May 2009 - August 2009
Telemus Capital Partners 2007 - 2008
Skills
Series 7, Investment Advisory, Financial Analysis, Investment Strategies, Portfolio Management, Financial Modeling, Series 66
Education
Michigan State University 2005 — 2009
Bachelor of Arts (BA), Economics
Marilyn Payan Marilyn Payan's Waddell & Reed Experience May 2006 - October 2006
Job Campus Registrar at West Coast University
Industry Higher Education
Experience
West Coast University July 2013 - Present
California State University, Dominguez Hills December 2012 - July 2013
DeVry University September 2011 - November 2012
DeVry University September 2009 - September 2011
DeVry University July 2007 - September 2009
DeVry University October 2006 - July 2007
Waddell & Reed May 2006 - October 2006
Lobel Financial October 2003 - January 2006
Skills
Microsoft Office, Access, Customer Service, Data Entry, PowerPoint, Training, Public Speaking, Analysis, Software Documentation, Management, Time Management, Admissions, Career Counseling, Administrative..., Career Development, Enrollment Management, Networking, Payroll, Policy, Project Planning, Recruiting, Research, Student Financial Aid, Leadership
Education
Keller Graduate School of Management of DeVry University 2006 — 2009
Master’s in Business Administration, Concentration: Project Management
DeVry University 2002 — 2006
Bachelor of Science, Business Administration, concentration: Business Information Systems
West Coast University July 2013 - Present
California State University, Dominguez Hills December 2012 - July 2013
DeVry University September 2011 - November 2012
DeVry University September 2009 - September 2011
DeVry University July 2007 - September 2009
DeVry University October 2006 - July 2007
Waddell & Reed May 2006 - October 2006
Lobel Financial October 2003 - January 2006
Skills
Microsoft Office, Access, Customer Service, Data Entry, PowerPoint, Training, Public Speaking, Analysis, Software Documentation, Management, Time Management, Admissions, Career Counseling, Administrative..., Career Development, Enrollment Management, Networking, Payroll, Policy, Project Planning, Recruiting, Research, Student Financial Aid, Leadership
Education
Keller Graduate School of Management of DeVry University 2006 — 2009
Master’s in Business Administration, Concentration: Project Management
DeVry University 2002 — 2006
Bachelor of Science, Business Administration, concentration: Business Information Systems
Laura Moresco Laura Moresco's Waddell & Reed Experience January 2000 - September 2003
Job Real Estate Professional
Industry Real Estate
Experience
R E Miller Industrial, LLC March 2012 - Present
MLS Realty / Hancock Realtors February 2005 - October 2008
Waddell & Reed January 2000 - September 2003
Skills
Software Documentation, Lead Generation, Customer Service, Marketing, Negotiation, Real Estate, Buyers, Sales, Microsoft Office, PowerPoint, Microsoft Word, Time Management, Microsoft Excel, Office Management
Education
Lone Star College 2002 — 2004
Real Estate
R E Miller Industrial, LLC March 2012 - Present
MLS Realty / Hancock Realtors February 2005 - October 2008
Waddell & Reed January 2000 - September 2003
Skills
Software Documentation, Lead Generation, Customer Service, Marketing, Negotiation, Real Estate, Buyers, Sales, Microsoft Office, PowerPoint, Microsoft Word, Time Management, Microsoft Excel, Office Management
Education
Lone Star College 2002 — 2004
Real Estate
Kasie Kiesling Kasie Kiesling's Waddell & Reed Experience January 2011 - April 2013
Job
Industry Financial Services
Experience
Waddell & Reed January 2011 - April 2013
Best Assets October 2008 - July 2009
Skills
Microsoft Excel, Data Entry, Real Estate
Education
Minnesota State University, Mankato 2009 — 2011
Luther Seminary 2007 — 2008
theological/pastoral studies
Marian College of Fond du Lac 2002 — 2006
BA, Criminal Justice
Waddell & Reed January 2011 - April 2013
Best Assets October 2008 - July 2009
Skills
Microsoft Excel, Data Entry, Real Estate
Education
Minnesota State University, Mankato 2009 — 2011
Luther Seminary 2007 — 2008
theological/pastoral studies
Marian College of Fond du Lac 2002 — 2006
BA, Criminal Justice
Sherri Gormley's Waddell & Reed Experience 1995 - 1996
Job Vice President, Wealth Management Operations Manager at Sunflower Bank
Industry Investment Management
Experience
Sunflower Bank Wealth Management August 2013 - Present
Sunflower Bank Wealth Management August 2013 - December 2013
Kansas Wesleyan University June 2011 - July 2013
American Family Insurance January 2007 - July 2011
A. G. Edwards & Sons, Inc (now Wells Fargo Advisors) October 1997 - January 2007
United Capital Management of Kansas, Inc. October 2003 - November 2004
Nations Bank Financial Services January 1997 - October 1997
Waddell & Reed 1995 - 1996
Windsor Estates 1988 - 1996
Payless ShoeSource August 1992 - April 1994
Skills
Sales Operations, Training, Customer Service, Operations Management, Insurance, Mentoring Of Staff, Team Building, Investment Compliance, Investment..., Portfolio Management, Strategic Planning, Investment Selection, Long-term Customer..., Event Planning, Microsoft Office, Fundraising, Community Outreach, Donor Management, Social Media, Public Relations, Marketing, Coaching, Non-profits, CX, Sales&Marketing, Project Management, Event Management, Microsoft Excel, Public Speaking, PowerPoint, Medical Billing, Retail Category..., Product Display
Education
Kansas Wesleyan University 1994 — 1995
Masters of Business Administration ~ 12 Hours Completed, Bus Adm emphasis Management - Graduate Program
Kansas Wesleyan University 1988 — 1992
Bachelor of Arts (B.A.), Business Administration
Salina Central High School 1984 — 1988
Hawthorne
Sunflower Bank Wealth Management August 2013 - Present
Sunflower Bank Wealth Management August 2013 - December 2013
Kansas Wesleyan University June 2011 - July 2013
American Family Insurance January 2007 - July 2011
A. G. Edwards & Sons, Inc (now Wells Fargo Advisors) October 1997 - January 2007
United Capital Management of Kansas, Inc. October 2003 - November 2004
Nations Bank Financial Services January 1997 - October 1997
Waddell & Reed 1995 - 1996
Windsor Estates 1988 - 1996
Payless ShoeSource August 1992 - April 1994
Skills
Sales Operations, Training, Customer Service, Operations Management, Insurance, Mentoring Of Staff, Team Building, Investment Compliance, Investment..., Portfolio Management, Strategic Planning, Investment Selection, Long-term Customer..., Event Planning, Microsoft Office, Fundraising, Community Outreach, Donor Management, Social Media, Public Relations, Marketing, Coaching, Non-profits, CX, Sales&Marketing, Project Management, Event Management, Microsoft Excel, Public Speaking, PowerPoint, Medical Billing, Retail Category..., Product Display
Education
Kansas Wesleyan University 1994 — 1995
Masters of Business Administration ~ 12 Hours Completed, Bus Adm emphasis Management - Graduate Program
Kansas Wesleyan University 1988 — 1992
Bachelor of Arts (B.A.), Business Administration
Salina Central High School 1984 — 1988
Hawthorne
J. Blake Estes, CIMA®'s Waddell & Reed Experience May 2008 - March 2009
Job Vice President at SSgA (SPDR ETFs)
Industry Financial Services
Experience
State Street Global Advisors April 2014 - Present
GBI, LLC October 2011 - April 2014
Morgan Stanley Smith Barney May 2009 - October 2011
Waddell & Reed May 2008 - March 2009
Skills
Investments, Wealth Management, Financial Analysis, Sales, Social Media, Marketing, Strategic Financial..., Microsoft Excel, Alternative Investments, Financial Services, Financial Advisory, Asset Allocation, Series 7, Business Development, Wealth Management...
Education
Miami University
Business, Finance and Economics
St. Xavier High School
State Street Global Advisors April 2014 - Present
GBI, LLC October 2011 - April 2014
Morgan Stanley Smith Barney May 2009 - October 2011
Waddell & Reed May 2008 - March 2009
Skills
Investments, Wealth Management, Financial Analysis, Sales, Social Media, Marketing, Strategic Financial..., Microsoft Excel, Alternative Investments, Financial Services, Financial Advisory, Asset Allocation, Series 7, Business Development, Wealth Management...
Education
Miami University
Business, Finance and Economics
St. Xavier High School
Ashley Rosa's Waddell & Reed Experience February 2013 - Present
Job Administrative Assistant at Waddell & Reed
Industry Financial Services
Experience
Waddell & Reed February 2013 - Present
BMW Financial Services June 2012 - February 2013
Warner Consulting Group March 2012 - June 2012
Columbus Mitsubishi West (Formerly Saturn of Columbus) May 2010 - June 2012
UBS Wealth Management January 2012 - March 2012
Leikin Motor Companies May 2007 - March 2010
Skills
Customer Service, Microsoft Office, Budgets, Strategic Planning, PowerPoint, Automotive, Inventory Management, Microsoft Excel, Microsoft Word, Sales
Education
Kent State University at Ashtabula 2014 — 2016
Associate's Degree, Viticulture and Enology
The Ohio State University 2008 — 2012
Bachelor of Science (B.S.), Consumer and Family Financial Services
Waddell & Reed February 2013 - Present
BMW Financial Services June 2012 - February 2013
Warner Consulting Group March 2012 - June 2012
Columbus Mitsubishi West (Formerly Saturn of Columbus) May 2010 - June 2012
UBS Wealth Management January 2012 - March 2012
Leikin Motor Companies May 2007 - March 2010
Skills
Customer Service, Microsoft Office, Budgets, Strategic Planning, PowerPoint, Automotive, Inventory Management, Microsoft Excel, Microsoft Word, Sales
Education
Kent State University at Ashtabula 2014 — 2016
Associate's Degree, Viticulture and Enology
The Ohio State University 2008 — 2012
Bachelor of Science (B.S.), Consumer and Family Financial Services
John J. Park, CFA John J. Park, CFA's Waddell & Reed Experience March 2007 - March 2007
Job Senior Healthcare Analyst at Sherlock Company
Industry Financial Services
Experience
Sherlock Company August 2015 - Present
Sherlock Company January 2009 - August 2015
NXTsports June 2011 - July 2013
Waddell & Reed March 2007 - March 2007
KPMG January 2007 - January 2007
Skills
Valuation, Financial Modeling, Financial Analysis, Client Relations Skills, Statistics, Research, Management, Accounting, Analysis, Microsoft Word, Microsoft Office, Risk Management, Client Relations, Finance, Alternative Investments, PowerPoint, Equities
Education
Lehigh University 2004 — 2008
BS, Finance
Marple-Newtown High School 2000 — 2004
Sherlock Company August 2015 - Present
Sherlock Company January 2009 - August 2015
NXTsports June 2011 - July 2013
Waddell & Reed March 2007 - March 2007
KPMG January 2007 - January 2007
Skills
Valuation, Financial Modeling, Financial Analysis, Client Relations Skills, Statistics, Research, Management, Accounting, Analysis, Microsoft Word, Microsoft Office, Risk Management, Client Relations, Finance, Alternative Investments, PowerPoint, Equities
Education
Lehigh University 2004 — 2008
BS, Finance
Marple-Newtown High School 2000 — 2004
Kelsey McSweeney Kelsey McSweeney's Waddell & Reed Experience May 2011 - August 2011
Job Senior Account Administration Analyst at McDonnell Investment Management
Industry Financial Services
Experience
McDonnell Investment Management August 2012 - Present
Marquette Catering August 2008 - May 2012
Waddell & Reed May 2011 - August 2011
The Wisconsin Club November 2010 - May 2011
Cold Stone Creamery June 2005 - August 2008
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Event Planning, Customer Service, Facebook, Time Management, Social Media, Public Speaking, Access, Outlook
Education
Marquette University 2008 — 2012
Bachelor of Science Degree in Business Administration, Finance & Entrepreneurship
McDonnell Investment Management August 2012 - Present
Marquette Catering August 2008 - May 2012
Waddell & Reed May 2011 - August 2011
The Wisconsin Club November 2010 - May 2011
Cold Stone Creamery June 2005 - August 2008
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Event Planning, Customer Service, Facebook, Time Management, Social Media, Public Speaking, Access, Outlook
Education
Marquette University 2008 — 2012
Bachelor of Science Degree in Business Administration, Finance & Entrepreneurship
Mark J. McDermott's Waddell & Reed Experience November 2004 - November 2006
Job Independent Financial Services Professional
Industry Financial Services
Experience
H.D. Vest Financial Services March 2007 - Present
Waddell & Reed November 2004 - November 2006
R.H. McDermott Corporation January 1990 - February 2004
Education
New York University 2000 — 2001
Certified Financial Planning
LIU Post 1985 — 1989
Bachelor of Arts, Political Science
H.D. Vest Financial Services March 2007 - Present
Waddell & Reed November 2004 - November 2006
R.H. McDermott Corporation January 1990 - February 2004
Education
New York University 2000 — 2001
Certified Financial Planning
LIU Post 1985 — 1989
Bachelor of Arts, Political Science
Ethan Silverman's Waddell & Reed Experience September 2014 - Present
Job Financial Advisor at Waddell & Reed
Industry Financial Services
Experience
Waddell & Reed September 2014 - Present
Morgan Stanley March 2014 - July 2014
EM&M LLC October 2013 - March 2014
Prep Baseball Report July 2010 - October 2013
Game Day Academy July 2008 - November 2011
Youth Lifeline America April 2008 - June 2008
Team Express January 2003 - April 2008
Norfolk Tides January 2001 - December 2003
Skills
Sports Marketing, Leadership, Training, Selling, Event Planning, Marketing, Management, Sales, Sponsorship, Sports Management, Customer Service, Athletics, Teaching
Education
Maryville University of Saint Louis 2010 — 2012
Master of Business Administration (MBA), Business Administration and Management, General
University of Miami 1997 — 2001
University of Miami - School of Business 1997 — 2001
Business Administration
Shaker High School 1994 — 1997
Waddell & Reed September 2014 - Present
Morgan Stanley March 2014 - July 2014
EM&M LLC October 2013 - March 2014
Prep Baseball Report July 2010 - October 2013
Game Day Academy July 2008 - November 2011
Youth Lifeline America April 2008 - June 2008
Team Express January 2003 - April 2008
Norfolk Tides January 2001 - December 2003
Skills
Sports Marketing, Leadership, Training, Selling, Event Planning, Marketing, Management, Sales, Sponsorship, Sports Management, Customer Service, Athletics, Teaching
Education
Maryville University of Saint Louis 2010 — 2012
Master of Business Administration (MBA), Business Administration and Management, General
University of Miami 1997 — 2001
University of Miami - School of Business 1997 — 2001
Business Administration
Shaker High School 1994 — 1997
Mark Gregory, CAIA's Waddell & Reed Experience August 2005 - September 2007
Job Director Product Management, US Equity
Industry Investment Management
Experience
American Century Investments November 2014 - Present
UMB Bank October 2011 - November 2014
UMB Bank August 2010 - October 2011
American Century Investments September 2007 - August 2010
Waddell & Reed August 2005 - September 2007
State Street Bank 2002 - 2005
Skills
Mutual Funds, Finance, Portfolio Management, Valuation, Investments, Relationship Management, Equities, Investment Management, Alternative Investments, Fixed Income, Securities, Asset Management, Asset Allocation, Financial Services, Investment Strategies
Education
University of Saint Mary 2005 — 2007
MBA, Finance
Kansas State University 1996 — 2001
BS, Sociology & Business
EDHEC Conference
American Century Investments November 2014 - Present
UMB Bank October 2011 - November 2014
UMB Bank August 2010 - October 2011
American Century Investments September 2007 - August 2010
Waddell & Reed August 2005 - September 2007
State Street Bank 2002 - 2005
Skills
Mutual Funds, Finance, Portfolio Management, Valuation, Investments, Relationship Management, Equities, Investment Management, Alternative Investments, Fixed Income, Securities, Asset Management, Asset Allocation, Financial Services, Investment Strategies
Education
University of Saint Mary 2005 — 2007
MBA, Finance
Kansas State University 1996 — 2001
BS, Sociology & Business
EDHEC Conference
Steve Hermes's Waddell & Reed Experience March 1982 - July 1999
Job Consultant
Industry Nonprofit Organization Management
Experience
Independent Consultant April 2013 - Present
NeighborWorks America 2001 - 2013
NeighborWorks America 2001 - 2009
NeighborWorks America 2001 - 2009
Guadalupe Centers, Inc. 1995 - 2006
Waddell & Reed March 1982 - July 1999
Skills
Public Relations, Fundraising, Newsletters, Nonprofits, Marketing Communications, Training, Management, PowerPoint, Community Development, Community Outreach, Media Relations, Public Speaking, Grant Writing, Program Development, Strategic Planning, Organizational..., Board Development, Non-profits, Marketing, Social Media, Leadership
Education
Kansas State University 1965 — 1971
Psychology
Independent Consultant April 2013 - Present
NeighborWorks America 2001 - 2013
NeighborWorks America 2001 - 2009
NeighborWorks America 2001 - 2009
Guadalupe Centers, Inc. 1995 - 2006
Waddell & Reed March 1982 - July 1999
Skills
Public Relations, Fundraising, Newsletters, Nonprofits, Marketing Communications, Training, Management, PowerPoint, Community Development, Community Outreach, Media Relations, Public Speaking, Grant Writing, Program Development, Strategic Planning, Organizational..., Board Development, Non-profits, Marketing, Social Media, Leadership
Education
Kansas State University 1965 — 1971
Psychology
Jerry Lvovich's Waddell & Reed Experience July 2010 - Present
Job Investment Analyst at Waddell & Reed
Industry Investment Management
Experience
Waddell & Reed July 2010 - Present
Highland Capital Management July 2007 - December 2009
Barington Capital Group June 2006 - May 2007
Bunge January 2005 - August 2005
Societe Generale August 1998 - May 2003
Accenture July 1997 - July 1998
Skills
Hedge Funds, Equities, Fixed Income, Financial Modeling, Valuation, Portfolio Management, Asset Managment, Bloomberg, Investments, Leveraged Finance, Capital Markets, Alternative Investments, Bonds, Private Equity, Derivatives, Corporate Finance, Equity Research, Investment Banking, Structured Finance, Credit Analysis, Credit Risk, Financial Risk, Market Risk
Education
New York University - Leonard N. Stern School of Business 2005 — 2007
M.B.A., Corporate Finance and Financial Instruments
Lehigh University 1993 — 1997
B.S., Industrial Engineering and Operations Research
Waddell & Reed July 2010 - Present
Highland Capital Management July 2007 - December 2009
Barington Capital Group June 2006 - May 2007
Bunge January 2005 - August 2005
Societe Generale August 1998 - May 2003
Accenture July 1997 - July 1998
Skills
Hedge Funds, Equities, Fixed Income, Financial Modeling, Valuation, Portfolio Management, Asset Managment, Bloomberg, Investments, Leveraged Finance, Capital Markets, Alternative Investments, Bonds, Private Equity, Derivatives, Corporate Finance, Equity Research, Investment Banking, Structured Finance, Credit Analysis, Credit Risk, Financial Risk, Market Risk
Education
New York University - Leonard N. Stern School of Business 2005 — 2007
M.B.A., Corporate Finance and Financial Instruments
Lehigh University 1993 — 1997
B.S., Industrial Engineering and Operations Research
Chuck Watters's Waddell & Reed Experience January 1997 - September 2001
Job Field Software Support XtremIO/VNX/Clariion/SAN
Industry Information Technology and Services
Experience
EMC July 2008 - Present
Maryville Technologies May 2005 - April 2008
DST Systems September 2001 - May 2005
Waddell & Reed January 1997 - September 2001
Skills
Storage Area Networks, Clariion, Brocade, EMC Storage, Storage, Enterprise Storage, SAN, Solaris, Unix, NAS, Virtualization, Fibre Channel, Hardware, Infrastructure, Data Center, Disaster Recovery, Storage Virtualization, High Availability, Technical Support, VMware, Storage Architecture, iSCSI, VMware ESX, Storage Management, NetApp, Storage Solutions
Education
Longview Community College 1988 — 1991
AA
Ruskin High School 1984 — 1988
EMC online training
EMC July 2008 - Present
Maryville Technologies May 2005 - April 2008
DST Systems September 2001 - May 2005
Waddell & Reed January 1997 - September 2001
Skills
Storage Area Networks, Clariion, Brocade, EMC Storage, Storage, Enterprise Storage, SAN, Solaris, Unix, NAS, Virtualization, Fibre Channel, Hardware, Infrastructure, Data Center, Disaster Recovery, Storage Virtualization, High Availability, Technical Support, VMware, Storage Architecture, iSCSI, VMware ESX, Storage Management, NetApp, Storage Solutions
Education
Longview Community College 1988 — 1991
AA
Ruskin High School 1984 — 1988
EMC online training
Cody Goheen's Waddell & Reed Experience January 2003 - January 2004
Job Research Coordinator
Industry Research
Experience
National Center for Rehabilitative Auditory Research (NCRAR) April 2009 - Present
WaMu January 2004 - January 2006
Waddell & Reed January 2003 - January 2004
Supertracks January 1999 - January 2002
Skills
Customer Service, Project Management, Leadership, Management, Finance, Public Speaking, Recruiting, Research, Start-ups, Strategic Planning, Strategic Partnerships, Mortgage Lending, Real Estate, Process Improvement, Microsoft Office, Program Management, Team Leadership, Social Media, Negotiation
Education
Marylhurst University
Tigard High School
National Center for Rehabilitative Auditory Research (NCRAR) April 2009 - Present
WaMu January 2004 - January 2006
Waddell & Reed January 2003 - January 2004
Supertracks January 1999 - January 2002
Skills
Customer Service, Project Management, Leadership, Management, Finance, Public Speaking, Recruiting, Research, Start-ups, Strategic Planning, Strategic Partnerships, Mortgage Lending, Real Estate, Process Improvement, Microsoft Office, Program Management, Team Leadership, Social Media, Negotiation
Education
Marylhurst University
Tigard High School
Audrey Hirst's Waddell & Reed Experience November 2012 - June 2013
Job Vice President. Lender Commercial Division at First National Bank of Pasco
Industry Banking
Experience
First National Bank of Pasco June 2013 - Present
Waddell & Reed November 2012 - June 2013
Fifth Third Bank June 2002 - March 2012
Regions Bank May 1993 - June 2002
Skills
Commercial Banking, Commercial Lending, Investments, Financial Transactions, Loans, Fixed Income, Financial Risk, Real Estate, Business Development, Small Business Lending, Underwriting, Credit Risk, Banking, Credit Analysis, Leadership, Credit, Risk Management, Finance, Portfolio Management, Treasury Management, Mortgage Lending, Insurance, Analysis, Wealth Management
Education
University of South Florida 1989 — 1994
Masters of Science, Business Management
University of South Florida 1985 — 1989
Bachelors of Science, Business Management
Louisiana State University 2000 — 2002
Graduate School of Banking
University of Florida 1997 — 1999
Florida School of Banking
First National Bank of Pasco June 2013 - Present
Waddell & Reed November 2012 - June 2013
Fifth Third Bank June 2002 - March 2012
Regions Bank May 1993 - June 2002
Skills
Commercial Banking, Commercial Lending, Investments, Financial Transactions, Loans, Fixed Income, Financial Risk, Real Estate, Business Development, Small Business Lending, Underwriting, Credit Risk, Banking, Credit Analysis, Leadership, Credit, Risk Management, Finance, Portfolio Management, Treasury Management, Mortgage Lending, Insurance, Analysis, Wealth Management
Education
University of South Florida 1989 — 1994
Masters of Science, Business Management
University of South Florida 1985 — 1989
Bachelors of Science, Business Management
Louisiana State University 2000 — 2002
Graduate School of Banking
University of Florida 1997 — 1999
Florida School of Banking
David Buss's Waddell & Reed Experience May 2001 - December 2005
Job Agent at Nesbit Agencies Insurance Services
Industry Financial Services
Experience
Ross Nesbit Agencies, Inc December 2014 - Present
Unity Insurance Agency, LLC January 2013 - Present
Unity Farm Estate Services, LLC 2012 - Present
Waddell & Reed May 2001 - December 2005
Skills
Farm Estate Consulting, Farm Succession Planning, Estate Planning, Employee Benefits, Process Improvement, Strategic Planning, Life Insurance, Finance, Small Business, Mergers & Acquisitions, Management, Strategic Financial..., Fixed Annuities, Long-term Care, Succession Planning, Marketing, Marketing Strategy, Leadership, Disability Insurance, IRAs, Insurance
Education
Ridgewater College 1998 — 2000
Associate of Arts (AA)
lcwm 1994 — 1997
Minnesota State University, Mankato
Ross Nesbit Agencies, Inc December 2014 - Present
Unity Insurance Agency, LLC January 2013 - Present
Unity Farm Estate Services, LLC 2012 - Present
Waddell & Reed May 2001 - December 2005
Skills
Farm Estate Consulting, Farm Succession Planning, Estate Planning, Employee Benefits, Process Improvement, Strategic Planning, Life Insurance, Finance, Small Business, Mergers & Acquisitions, Management, Strategic Financial..., Fixed Annuities, Long-term Care, Succession Planning, Marketing, Marketing Strategy, Leadership, Disability Insurance, IRAs, Insurance
Education
Ridgewater College 1998 — 2000
Associate of Arts (AA)
lcwm 1994 — 1997
Minnesota State University, Mankato
Tony Goble's Waddell & Reed Experience March 2014 - Present
Job ITSM Manager at Waddell & Reed
Industry Pharmaceuticals
Experience
Waddell & Reed March 2014 - Present
Skills
Vendor Management, Strategic Planning, SQL, Windows Server, Troubleshooting, Access, Security, PLC, Program Management, SDLC, Technical Support, Management, Integration, Software Documentation, Business Analysis, Requirements Analysis, SharePoint, Leadership, Control Systems Design, Outlook, Computer Hardware, P&ID, Process Improvement, Project Management, Disaster Recovery, Process Engineering, Virtualization, Visio, ITIL, Microsoft Office, Manufacturing, MS Project, Windows XP, System Administration, IT Management
Education
Kansas State University
Chemical Engineering
Waddell & Reed March 2014 - Present
Skills
Vendor Management, Strategic Planning, SQL, Windows Server, Troubleshooting, Access, Security, PLC, Program Management, SDLC, Technical Support, Management, Integration, Software Documentation, Business Analysis, Requirements Analysis, SharePoint, Leadership, Control Systems Design, Outlook, Computer Hardware, P&ID, Process Improvement, Project Management, Disaster Recovery, Process Engineering, Virtualization, Visio, ITIL, Microsoft Office, Manufacturing, MS Project, Windows XP, System Administration, IT Management
Education
Kansas State University
Chemical Engineering
Rick Zankel's Waddell & Reed Experience 2011 - 2011
Job Business Analytics and Program Performance Management Professional
Industry Management Consulting
Experience
The University of Kansas Hospital January 2011 - Present
Waddell & Reed 2011 - 2011
Quest Diagnostics August 2009 - October 2010
Quest Diagnostics April 2007 - August 2009
Sprint March 2003 - April 2007
Sprint January 2001 - March 2003
Sprint June 1997 - December 2000
Franchise Consulting International, Inc. February 1994 - May 1997
Skills
Process Improvement, Vendor Management, Business Process..., Analysis, Management, Financial Analysis, Leadership, PeopleSoft, Strategy, Training, Software Documentation, Budgets, Six Sigma, Project Management, Competitive Analysis, Business Intelligence, Performance Management, Performance Dashboards, Executive Reporting, Reporting & Analysis, Financial Modeling, Statistical Data..., Data Modeling, Operational Excellence, Quality Improvement, Databases, Baldrige Examiner, Business Development, Business Strategy, Business Modeling, Finance, Key Performance..., Performance Analysis
Education
Keller Graduate School of Management of DeVry University 2000 — 2003
M.B.A., Finance
The University of Kansas 1984 — 1988
B.S., Business Administration
The University of Kansas Hospital January 2011 - Present
Waddell & Reed 2011 - 2011
Quest Diagnostics August 2009 - October 2010
Quest Diagnostics April 2007 - August 2009
Sprint March 2003 - April 2007
Sprint January 2001 - March 2003
Sprint June 1997 - December 2000
Franchise Consulting International, Inc. February 1994 - May 1997
Skills
Process Improvement, Vendor Management, Business Process..., Analysis, Management, Financial Analysis, Leadership, PeopleSoft, Strategy, Training, Software Documentation, Budgets, Six Sigma, Project Management, Competitive Analysis, Business Intelligence, Performance Management, Performance Dashboards, Executive Reporting, Reporting & Analysis, Financial Modeling, Statistical Data..., Data Modeling, Operational Excellence, Quality Improvement, Databases, Baldrige Examiner, Business Development, Business Strategy, Business Modeling, Finance, Key Performance..., Performance Analysis
Education
Keller Graduate School of Management of DeVry University 2000 — 2003
M.B.A., Finance
The University of Kansas 1984 — 1988
B.S., Business Administration
Jeanne Brown's Waddell & Reed Experience March 2010 - Present
Job Administrative Assistant
Industry Financial Services
Experience
Waddell & Reed March 2010 - Present
SMITH HAYES Financial Services January 2007 - November 2009
Hospice House October 2006 - June 2009
Sitel 1989 - 2007
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Data Entry, Administrative..., Healthcare, Event Planning, Research, Medical Terminology, Leadership, Public Speaking, Time Management, Customer Satisfaction, Insurance, Administrative..., Customer Service, Employee Relations, Management, Process Improvement, Software Documentation, Training, Vendor Management
Education
Metropolitan Community College 1972 — 1973
License Practical Nurse, Nursing
Waddell & Reed March 2010 - Present
SMITH HAYES Financial Services January 2007 - November 2009
Hospice House October 2006 - June 2009
Sitel 1989 - 2007
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Data Entry, Administrative..., Healthcare, Event Planning, Research, Medical Terminology, Leadership, Public Speaking, Time Management, Customer Satisfaction, Insurance, Administrative..., Customer Service, Employee Relations, Management, Process Improvement, Software Documentation, Training, Vendor Management
Education
Metropolitan Community College 1972 — 1973
License Practical Nurse, Nursing
Greg Vallee's Waddell & Reed Experience September 2009 - April 2011
Job Vice President at CCO Investments
Industry Investment Management
Experience
CCO Investments April 2011 - Present
Waddell & Reed September 2009 - April 2011
Ameriprise Financial September 2007 - June 2009
Ameriprise Financial Services, Inc. September 2004 - September 2007
Ameriprise Financial Services, Inc. December 2002 - September 2004
Massachusetts Army National Guard 1994 - 2001
Skills
Leadership, Social Networking, Retirement Planning, Strategic Financial..., Management, Series 7, Investments, Insurance, Financial Planning
Education
Massachusetts College of Liberal Arts 1995 — 1999
CCO Investments April 2011 - Present
Waddell & Reed September 2009 - April 2011
Ameriprise Financial September 2007 - June 2009
Ameriprise Financial Services, Inc. September 2004 - September 2007
Ameriprise Financial Services, Inc. December 2002 - September 2004
Massachusetts Army National Guard 1994 - 2001
Skills
Leadership, Social Networking, Retirement Planning, Strategic Financial..., Management, Series 7, Investments, Insurance, Financial Planning
Education
Massachusetts College of Liberal Arts 1995 — 1999
Nikkole Johnson's Waddell & Reed Experience June 2004 - December 2005
Job Closing Coordinator at Bass, Berry & Sims
Industry Law Practice
Experience
Bass, Berry & Sims February 2015 - Present
Regions Bank January 2008 - February 2015
Informa Investment Solutions (formerly Investment Scorecard) January 2005 - September 2007
Waddell & Reed June 2004 - December 2005
Bankers Trust/Deutsche Bank/State Street December 1996 - December 2003
Education
Cannon Financial Institute 2008 — 2011
CCTS, Corporate Trust
Middle Tennessee State University 1997 — 1999
MBA, Marketing
University of Tennessee at Martin 1993 — 1996
BS, Economics-Int'l Business
Bass, Berry & Sims February 2015 - Present
Regions Bank January 2008 - February 2015
Informa Investment Solutions (formerly Investment Scorecard) January 2005 - September 2007
Waddell & Reed June 2004 - December 2005
Bankers Trust/Deutsche Bank/State Street December 1996 - December 2003
Education
Cannon Financial Institute 2008 — 2011
CCTS, Corporate Trust
Middle Tennessee State University 1997 — 1999
MBA, Marketing
University of Tennessee at Martin 1993 — 1996
BS, Economics-Int'l Business
Paul Culotta's Waddell & Reed Experience February 2008 - Present
Job Manager at Ivy Funds/Waddell & Reed
Industry Financial Services
Experience
Waddell & Reed February 2008 - Present
Skills
Risk Management, Investments, Mutual Funds, Process Improvement, Financial Services, Analysis, Securities, Asset Management, Financial Analysis, Business Analysis, Series 63
Education
Kansas State University
Waddell & Reed February 2008 - Present
Skills
Risk Management, Investments, Mutual Funds, Process Improvement, Financial Services, Analysis, Securities, Asset Management, Financial Analysis, Business Analysis, Series 63
Education
Kansas State University
Mike Cejka's Waddell & Reed Experience January 2006 - March 2006
Job Department Supervisor, Garden at The Home Depot
Industry Financial Services
Experience
The Home Depot June 2014 - Present
The Home Depot October 2007 - Present
The Home Depot August 2005 - Present
Waddell & Reed January 2006 - March 2006
Expo Design Center 2004 - 2005
Skills
Accounting, Cash Flow, Financial Accounting, Customer Service, Internal Audit, Inventory Management, Analysis, Data Entry, Employee Benefits, Derivatives, Equities, Managerial Finance, Financial Risk, Microsoft Word, Office Administration, Quantitative Research, Valuation, Windows, Economics, Microsoft Excel, Time Management
Education
University of Colorado at Denver 2009 — 2013
Master of Science (MS), Finance-Financial Commodities and Risk Management, 3.10 GPA
Metropolitan State College of Denver 2001 — 2006
Bachelor of Science (BS), Finance- Personal Finance, 3.05 GPA
The Home Depot June 2014 - Present
The Home Depot October 2007 - Present
The Home Depot August 2005 - Present
Waddell & Reed January 2006 - March 2006
Expo Design Center 2004 - 2005
Skills
Accounting, Cash Flow, Financial Accounting, Customer Service, Internal Audit, Inventory Management, Analysis, Data Entry, Employee Benefits, Derivatives, Equities, Managerial Finance, Financial Risk, Microsoft Word, Office Administration, Quantitative Research, Valuation, Windows, Economics, Microsoft Excel, Time Management
Education
University of Colorado at Denver 2009 — 2013
Master of Science (MS), Finance-Financial Commodities and Risk Management, 3.10 GPA
Metropolitan State College of Denver 2001 — 2006
Bachelor of Science (BS), Finance- Personal Finance, 3.05 GPA
Jacob Bauman's Waddell & Reed Experience July 2007 - December 2009
Job Fedex Courier
Industry Logistics and Supply Chain
Experience
FedEx Express March 2008 - Present
Waddell & Reed July 2007 - December 2009
Waddell & Reed May 2007 - December 2009
Besse Forest Products Management, Inc January 2005 - July 2007
Besse Forest Products Group January 2004 - May 2007
Kimberly-Clark, Lake View Distribution center April 2000 - January 2002
Skills
Accounting, Sage Peachtree..., Sage MAS200, Financial Analysis, Strategic Financial..., Fixed Annuities, Customer Service, Investments, Microsoft Excel, Disability Insurance, Retirement, Microsoft Office, Series 7, Licensing, Process Improvement, Retirement Planning, Mutual Funds, Series 63, Long Term Care Insurance, Supervisory Skills, Financial Accounting, Accounts Payable, Accounts Receivable, Cost Accounting, Financial Planning
Education
Lakeland College 2014 — 2015
Bachelor's degree, Accounting, 4.0
University of Wisconsin-Stevens Point 2000 — 2004
Bachelor's degree, Business Administration and Management, General
FedEx Express March 2008 - Present
Waddell & Reed July 2007 - December 2009
Waddell & Reed May 2007 - December 2009
Besse Forest Products Management, Inc January 2005 - July 2007
Besse Forest Products Group January 2004 - May 2007
Kimberly-Clark, Lake View Distribution center April 2000 - January 2002
Skills
Accounting, Sage Peachtree..., Sage MAS200, Financial Analysis, Strategic Financial..., Fixed Annuities, Customer Service, Investments, Microsoft Excel, Disability Insurance, Retirement, Microsoft Office, Series 7, Licensing, Process Improvement, Retirement Planning, Mutual Funds, Series 63, Long Term Care Insurance, Supervisory Skills, Financial Accounting, Accounts Payable, Accounts Receivable, Cost Accounting, Financial Planning
Education
Lakeland College 2014 — 2015
Bachelor's degree, Accounting, 4.0
University of Wisconsin-Stevens Point 2000 — 2004
Bachelor's degree, Business Administration and Management, General
Tricia A. Grube, CMP's Waddell & Reed Experience June 1999 - September 2001
Job President, TNT Meetings & Events, LLC
Industry Insurance
Experience
Applied Measurement Professionals August 2015 - Present
TNT Meetings & Events, LLC August 2014 - Present
Lockton Companies July 2013 - August 2014
Lockton Companies February 2011 - June 2013
Lockton Companies August 2007 - February 2011
H&R Block December 2006 - August 2007
AmerUs Group February 2002 - December 2006
Waddell & Reed June 1999 - September 2001
National Associate of Insurance Commissioners (NAIC) June 1996 - August 1998
Skills
Access, Event Planning, Event Management, Budgeting, Contract Negotiation, Budgets, Strategic Planning, Management, Customer Service, Social Media, Training, Insurance, Employee Benefits, Leadership, Underwriting, Marketing
Education
Kansas State University 1990 — 1994
Bachelor of Science, Elementary Education, Minor in English
Applied Measurement Professionals August 2015 - Present
TNT Meetings & Events, LLC August 2014 - Present
Lockton Companies July 2013 - August 2014
Lockton Companies February 2011 - June 2013
Lockton Companies August 2007 - February 2011
H&R Block December 2006 - August 2007
AmerUs Group February 2002 - December 2006
Waddell & Reed June 1999 - September 2001
National Associate of Insurance Commissioners (NAIC) June 1996 - August 1998
Skills
Access, Event Planning, Event Management, Budgeting, Contract Negotiation, Budgets, Strategic Planning, Management, Customer Service, Social Media, Training, Insurance, Employee Benefits, Leadership, Underwriting, Marketing
Education
Kansas State University 1990 — 1994
Bachelor of Science, Elementary Education, Minor in English
Andy Cangelose's Waddell & Reed Experience August 2011 - February 2014
Job Partnership Manager at ForeRunner Signs and Graphics
Industry Marketing and Advertising
Experience
ForeRunner Signs and Graphics July 2015 - Present
Enterprise Recruiters November 2014 - July 2015
Waddell & Reed August 2011 - February 2014
Schwab Performance Technologies February 2011 - September 2011
DST Systems June 1986 - September 2009
kemper service company 1991 - 1997
Skills
Financial Services, Mutual Funds, Relationship Management, Microsoft Office, Business Analysis, Back Office, Customer Service, SDLC, Process Improvement, Vendor Management, Marketing, Risk Management, Analysis, Insurance, CRM, Sales, Leadership, Management
Education
MidAmerica Nazarene University 2007 — 2009
BA, Management and Human Relations
ForeRunner Signs and Graphics July 2015 - Present
Enterprise Recruiters November 2014 - July 2015
Waddell & Reed August 2011 - February 2014
Schwab Performance Technologies February 2011 - September 2011
DST Systems June 1986 - September 2009
kemper service company 1991 - 1997
Skills
Financial Services, Mutual Funds, Relationship Management, Microsoft Office, Business Analysis, Back Office, Customer Service, SDLC, Process Improvement, Vendor Management, Marketing, Risk Management, Analysis, Insurance, CRM, Sales, Leadership, Management
Education
MidAmerica Nazarene University 2007 — 2009
BA, Management and Human Relations
Mona Hargis PMP CBCP's Waddell & Reed Experience March 2013 - Present
Job Service Delivery Manager IT Office at Waddell & Reed
Industry Information Technology and Services
Experience
Waddell & Reed March 2013 - Present
Waddell & Reed May 2012 - February 2013
Waddell & Reed November 2010 - May 2012
IBM Global Services November 2008 - May 2010
IBM Global Business Services & Software Sales for Lotus February 2006 - November 2008
IBM Global Services September 2004 - February 2006
Sprint 2002 - 2004
Sprint 2000 - 2002
AT&T 1985 - 1999
Skills
PMP, Process Improvement, Program Management, Project Management, Outsourcing, Vendor Management, Disaster Recovery, SDLC, CRM, Project Planning, Leadership, Visio, Management, Business Analysis, Software Project..., Analysis, Telecommunications, Integration
Education
Keller Graduate School of Management of DeVry University 2012 — 2014
Working on MBA
University of Central Missouri
BS, Education
Van Horn
Waddell & Reed March 2013 - Present
Waddell & Reed May 2012 - February 2013
Waddell & Reed November 2010 - May 2012
IBM Global Services November 2008 - May 2010
IBM Global Business Services & Software Sales for Lotus February 2006 - November 2008
IBM Global Services September 2004 - February 2006
Sprint 2002 - 2004
Sprint 2000 - 2002
AT&T 1985 - 1999
Skills
PMP, Process Improvement, Program Management, Project Management, Outsourcing, Vendor Management, Disaster Recovery, SDLC, CRM, Project Planning, Leadership, Visio, Management, Business Analysis, Software Project..., Analysis, Telecommunications, Integration
Education
Keller Graduate School of Management of DeVry University 2012 — 2014
Working on MBA
University of Central Missouri
BS, Education
Van Horn
Patrick S. McKay's Waddell & Reed Experience May 2002 - November 2006
Job Financial Advisor at Professional Economic Growth Group
Industry Financial Services
Experience
Professional Economic Growth Group July 2010 - Present
PM Associates January 1979 - Present
AXA Advisors December 2006 - December 2010
Waddell & Reed May 2002 - November 2006
Prudential Securities December 2000 - May 2002
Skills
Strategic Financial..., Investments, Retirement Planning, Equities, Accounting, Retirement, Financial Analysis, Estate Planning, Insurance, Portfolio Management, Series 7, Mortgage Lending, Wealth Management, Small Business, Finance, Alternative Investments, Asset Management, 401k
Education
LIU Brooklyn 1974 — 1979
BS, Accounting
Professional Economic Growth Group July 2010 - Present
PM Associates January 1979 - Present
AXA Advisors December 2006 - December 2010
Waddell & Reed May 2002 - November 2006
Prudential Securities December 2000 - May 2002
Skills
Strategic Financial..., Investments, Retirement Planning, Equities, Accounting, Retirement, Financial Analysis, Estate Planning, Insurance, Portfolio Management, Series 7, Mortgage Lending, Wealth Management, Small Business, Finance, Alternative Investments, Asset Management, 401k
Education
LIU Brooklyn 1974 — 1979
BS, Accounting
Keishun Cassell's Waddell & Reed Experience August 2000 - April 2005
Job Strategic Banking Professional
Industry Banking
Experience
First American Bank June 2012 - Present
Aokay Life Inc. April 2011 - June 2012
Fifth Third Bank April 2004 - April 2011
Waddell & Reed August 2000 - April 2005
Skills
Marketing, Strategic Planning, Small Business, Wealth Management, Strategic Financial..., Portfolio Management, Commercial Banking, Mortgage Lending, Loans, Credit, Finance, Sales, Banking, Strategy, Commercial Lending, Small Business Lending, Consumer Lending, Retail Banking, Securities, Retirement Planning, Lines Of Credit, Treasury Management, Loan Origination, Coaching, Financial Advisory, Relationship Management, Cross Selling, Cash Management, Risk Management, Investment Advisory, Insurance, Branch Management, Series 63, Asset Based Lending, Asset Management, Deposits, Financial Modeling, Investment Strategies, Branch Banking, Mergers, Credit Cards, Financial Services, Investments
Education
La Sierra University
First American Bank June 2012 - Present
Aokay Life Inc. April 2011 - June 2012
Fifth Third Bank April 2004 - April 2011
Waddell & Reed August 2000 - April 2005
Skills
Marketing, Strategic Planning, Small Business, Wealth Management, Strategic Financial..., Portfolio Management, Commercial Banking, Mortgage Lending, Loans, Credit, Finance, Sales, Banking, Strategy, Commercial Lending, Small Business Lending, Consumer Lending, Retail Banking, Securities, Retirement Planning, Lines Of Credit, Treasury Management, Loan Origination, Coaching, Financial Advisory, Relationship Management, Cross Selling, Cash Management, Risk Management, Investment Advisory, Insurance, Branch Management, Series 63, Asset Based Lending, Asset Management, Deposits, Financial Modeling, Investment Strategies, Branch Banking, Mergers, Credit Cards, Financial Services, Investments
Education
La Sierra University
Mark Buyle's Waddell & Reed Experience August 2005 - Present
Job Senior Vice President and Associate General Counsel at Waddell & Reed
Industry Financial Services
Experience
Waddell & Reed August 2005 - Present
Education
University of Kansas School of Law 1988 — 1991
Juris Doctor (J.D.)
Kansas State University 1984 — 1988
B.S., Business Administration
Waddell & Reed August 2005 - Present
Education
University of Kansas School of Law 1988 — 1991
Juris Doctor (J.D.)
Kansas State University 1984 — 1988
B.S., Business Administration
Bill Hurley's Waddell & Reed Experience October 2000 - October 2006
Job Morgan Stanley Investment Management
Industry Financial Services
Experience
Morgan Stanley Investment Management December 2011 - Present
Frontier Partners November 2006 - November 2011
Waddell & Reed October 2000 - October 2006
American Express Retirement Services July 1997 - August 1999
Cigna 1991 - 1997
Skills
Series 7, Mutual Funds, Series 63, Investments, 401k, Asset Managment, Retirement, Alternative Investments, Fixed Income, Equities, Wealth Management, Investment Management
Education
Miami University 1982 — 1986
Finance
Morgan Stanley Investment Management December 2011 - Present
Frontier Partners November 2006 - November 2011
Waddell & Reed October 2000 - October 2006
American Express Retirement Services July 1997 - August 1999
Cigna 1991 - 1997
Skills
Series 7, Mutual Funds, Series 63, Investments, 401k, Asset Managment, Retirement, Alternative Investments, Fixed Income, Equities, Wealth Management, Investment Management
Education
Miami University 1982 — 1986
Finance
Joshua Randall Hong's Waddell & Reed Experience March 2008 - April 2009
Job Financial Advisor at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase April 2009 - Present
Waddell & Reed March 2008 - April 2009
Skills
Financial Analysis, Risk Management, Customer Service, Disability Insurance, Life Insurance, PowerPoint, Financial Markets, Capital Markets, Event Planning, Financial Modeling, Medicare, Investment Banking, Business Development, Term Life Insurance, Commercial Lending
Education
Michigan State University 2003 — 2008
Bachelor's degree, Economics
Michigan State University 2003 — 2008
BA, Finance and Financial Management Services
JPMorgan Chase April 2009 - Present
Waddell & Reed March 2008 - April 2009
Skills
Financial Analysis, Risk Management, Customer Service, Disability Insurance, Life Insurance, PowerPoint, Financial Markets, Capital Markets, Event Planning, Financial Modeling, Medicare, Investment Banking, Business Development, Term Life Insurance, Commercial Lending
Education
Michigan State University 2003 — 2008
Bachelor's degree, Economics
Michigan State University 2003 — 2008
BA, Finance and Financial Management Services
Alicia Downen's Waddell & Reed Experience April 2007 - August 2014
Job Experienced Property Manager needed in Irvington, NJ at senior community
Industry Real Estate
Experience
Silver Tree Residential, LLC August 2014 - Present
Waddell & Reed April 2007 - August 2014
Nursing Innovations, Division of TeamStaffRx January 2005 - January 2006
Morgan Stanley Smith Barney 2003 - 2003
Skills
Series 7, Uniform Combined State..., Finance, Marketing, Sales, Customer Service, Microsoft Office, Recruiting, Networking, Insurance, Cold Calling, Retirement Planning, Onboarding, Investments, PowerPoint, Microsoft Word, Microsoft Excel, Leadership, Management, Affordable Housing, Strategic Planning, Team Building
Education
Mississippi State University - College of Business and Industry 2001 — 2003
Bachelor's Degree, BBA- Marketing
Mississippi College 1998 — 2001
Bachelor's Degree, Marketing
Evangelical Christian School 1986 — 1998
High School, General Studies
Silver Tree Residential, LLC August 2014 - Present
Waddell & Reed April 2007 - August 2014
Nursing Innovations, Division of TeamStaffRx January 2005 - January 2006
Morgan Stanley Smith Barney 2003 - 2003
Skills
Series 7, Uniform Combined State..., Finance, Marketing, Sales, Customer Service, Microsoft Office, Recruiting, Networking, Insurance, Cold Calling, Retirement Planning, Onboarding, Investments, PowerPoint, Microsoft Word, Microsoft Excel, Leadership, Management, Affordable Housing, Strategic Planning, Team Building
Education
Mississippi State University - College of Business and Industry 2001 — 2003
Bachelor's Degree, BBA- Marketing
Mississippi College 1998 — 2001
Bachelor's Degree, Marketing
Evangelical Christian School 1986 — 1998
High School, General Studies
Bill Gear's Waddell & Reed Experience October 2005 - December 2008
Job Senior Quality Assurance Analyst / Team Lead at Federal Reserve Bank of Kansas City
Industry Information Technology and Services
Experience
Federal Reserve Bank of Kansas City March 2012 - Present
CSC October 2010 - March 2012
CSC April 2010 - October 2010
Waddell & Reed October 2005 - December 2008
Waddell & Reed Financial Services November 1999 - October 2005
Advance Auto Parts August 1998 - October 1999
Western Auto 1983 - 1999
Skills
SQL Server 2008, JIRA, Website Testing, SharePoint, Quality Assurance, Testing, SQL, Documentation, User Acceptance Testing
Education
Park University 1997 — 2009
Longview Community College 1994 — 1997
Associates, Liberal Arts
Federal Reserve Bank of Kansas City March 2012 - Present
CSC October 2010 - March 2012
CSC April 2010 - October 2010
Waddell & Reed October 2005 - December 2008
Waddell & Reed Financial Services November 1999 - October 2005
Advance Auto Parts August 1998 - October 1999
Western Auto 1983 - 1999
Skills
SQL Server 2008, JIRA, Website Testing, SharePoint, Quality Assurance, Testing, SQL, Documentation, User Acceptance Testing
Education
Park University 1997 — 2009
Longview Community College 1994 — 1997
Associates, Liberal Arts
Andrew Barag, CFP®, CRPC®'s Waddell & Reed Experience August 2009 - May 2012
Job Client Relationship Specialist at Capital Group
Industry Financial Services
Experience
Capital Group January 2015 - Present
Morgan Stanley May 2012 - January 2015
Waddell & Reed August 2009 - May 2012
iStar Financial May 2007 - August 2008
Education
Miami University 2005 — 2009
Bachelor of Science (B.S.), Finance
Gould Institute
Florence, Italy
Capital Group January 2015 - Present
Morgan Stanley May 2012 - January 2015
Waddell & Reed August 2009 - May 2012
iStar Financial May 2007 - August 2008
Education
Miami University 2005 — 2009
Bachelor of Science (B.S.), Finance
Gould Institute
Florence, Italy
Joe Gaeckle, CMFC's Waddell & Reed Experience February 2010 - February 2013
Job Managing Principal
Industry Financial Services
Experience
Lincoln Financial Advisors March 2013 - Present
Waddell & Reed February 2010 - February 2013
Waddell & Reed December 2008 - January 2010
The Hartford April 2006 - December 2008
PLANCO January 2005 - April 2006
Skills
Coaching, Succession Planning, Recruiting, Strategy
Education
La Salle University
Criminal Justice & Sociology
Lincoln Financial Advisors March 2013 - Present
Waddell & Reed February 2010 - February 2013
Waddell & Reed December 2008 - January 2010
The Hartford April 2006 - December 2008
PLANCO January 2005 - April 2006
Skills
Coaching, Succession Planning, Recruiting, Strategy
Education
La Salle University
Criminal Justice & Sociology
Ron Phillips, MBA/TM's Waddell & Reed Experience January 2015 - Present
Job Technical Support Production Coordinator, Infastructure Operations Production Assurance Team Lead at Waddell & Reed
Industry Financial Services
Experience
Waddell & Reed January 2015 - Present
Waddell & Reed August 2012 - December 2014
Kansas City Southern Railway January 2012 - August 2012
Bears Baseball May 2007 - July 2012
Stick & Stones Bar & Grill October 2009 - January 2012
Waddell & Reed Financial Services December 2009 - December 2011
Epoch Group LLC March 2006 - June 2009
Blue Cross Blue Shield of Kansas City August 2001 - June 2009
Muddogs Baseball January 2003 - July 2006
Heartland Card Services August 2001 - March 2006
Skills
MS Project, MS Office Suite, Visual Studio 2008, COBOL, Visual Basic, Unix, Visual Studio, VB.NET, JCL, DB2, Visio, SQL, Microsoft SQL Server, Requirements Analysis, Databases, Data Warehousing, Access, Microsoft Office, SDLC, Data Analysis, Disaster Recovery, Linux, Business Analysis, Security, Program Management, Mainframe, Testing, CICS, SharePoint, Requirements Gathering, Programming, .NET, HTML, Java, Systems Analysis, Database Design, Software Documentation, Windows, Business Requirements, VSAM, Project Management, Software Project..., Software Development
Education
University of Phoenix 2013 — 2015
Master of Business Administration (MBA), Technology Management Concentration, 3.84
University of Phoenix 2006 — 2007
Masters, Information Systems Management
Penn Valley Community College 1994 — 1998
CIS
Longview Community College 1997 — 1997
CIS
University of Central Missouri 1990 — 1993
Bachelor of Science, Business Administration (Computer Information Systems)
Park University 1989 — 1989
CIS
Park University 1982 — 1984
CIS
Waddell & Reed January 2015 - Present
Waddell & Reed August 2012 - December 2014
Kansas City Southern Railway January 2012 - August 2012
Bears Baseball May 2007 - July 2012
Stick & Stones Bar & Grill October 2009 - January 2012
Waddell & Reed Financial Services December 2009 - December 2011
Epoch Group LLC March 2006 - June 2009
Blue Cross Blue Shield of Kansas City August 2001 - June 2009
Muddogs Baseball January 2003 - July 2006
Heartland Card Services August 2001 - March 2006
Skills
MS Project, MS Office Suite, Visual Studio 2008, COBOL, Visual Basic, Unix, Visual Studio, VB.NET, JCL, DB2, Visio, SQL, Microsoft SQL Server, Requirements Analysis, Databases, Data Warehousing, Access, Microsoft Office, SDLC, Data Analysis, Disaster Recovery, Linux, Business Analysis, Security, Program Management, Mainframe, Testing, CICS, SharePoint, Requirements Gathering, Programming, .NET, HTML, Java, Systems Analysis, Database Design, Software Documentation, Windows, Business Requirements, VSAM, Project Management, Software Project..., Software Development
Education
University of Phoenix 2013 — 2015
Master of Business Administration (MBA), Technology Management Concentration, 3.84
University of Phoenix 2006 — 2007
Masters, Information Systems Management
Penn Valley Community College 1994 — 1998
CIS
Longview Community College 1997 — 1997
CIS
University of Central Missouri 1990 — 1993
Bachelor of Science, Business Administration (Computer Information Systems)
Park University 1989 — 1989
CIS
Park University 1982 — 1984
CIS
Gregory Hoffman's Waddell & Reed Experience September 2008 - January 2010
Job Operations Manager at Liaison International
Industry Education Management
Experience
Liaison International December 2012 - Present
Liaison International June 2011 - December 2012
Liaison International June 2010 - June 2011
Verc Enterprises July 2000 - June 2010
Diversified Credit Services, Inc. February 2010 - May 2010
Waddell & Reed September 2008 - January 2010
Skills
Management, Customer Service, Leadership, Training, Microsoft Excel, Microsoft Office, Analysis, Higher Education, Budgets, Public Speaking, Staff Development, Strategic Planning, Coaching, Customer Satisfaction, Time Management, Research, Data Analysis, Financial Planning, Process Improvement, Admissions, Interviews, Client Management, Budget Monitoring, Budget Forecasts, Temporary Staffing, Offshore Management, Project Management, Atlassian JIRA, Confluence, Salesforce, CRM, Microsoft Project, Agile & Waterfall...
Education
New England College 2011 — 2013
Master's Degree, Accounting
University of Massachusetts at Lowell 2006 — 2008
Bachelor's Degree, Finance and Management
Middlesex Community College 2002 — 2005
Associate's Degree, Business Administration
Liaison International December 2012 - Present
Liaison International June 2011 - December 2012
Liaison International June 2010 - June 2011
Verc Enterprises July 2000 - June 2010
Diversified Credit Services, Inc. February 2010 - May 2010
Waddell & Reed September 2008 - January 2010
Skills
Management, Customer Service, Leadership, Training, Microsoft Excel, Microsoft Office, Analysis, Higher Education, Budgets, Public Speaking, Staff Development, Strategic Planning, Coaching, Customer Satisfaction, Time Management, Research, Data Analysis, Financial Planning, Process Improvement, Admissions, Interviews, Client Management, Budget Monitoring, Budget Forecasts, Temporary Staffing, Offshore Management, Project Management, Atlassian JIRA, Confluence, Salesforce, CRM, Microsoft Project, Agile & Waterfall...
Education
New England College 2011 — 2013
Master's Degree, Accounting
University of Massachusetts at Lowell 2006 — 2008
Bachelor's Degree, Finance and Management
Middlesex Community College 2002 — 2005
Associate's Degree, Business Administration
Amber Otter-Priem's Waddell & Reed Experience December 2002 - December 2005
Job Retired
Industry Accounting
Experience
M.S. December 2005 - Present
Rock Band September 1986 - November 2011
Brandwyn October 1999 - December 2010
Waddell & Reed December 2002 - December 2005
Walt Wyczawski & Associates, LLC January 2001 - December 2005
ConnecTec Inc July 1998 - September 1999
Evcor- Milwaukee Business Systems September 1997 - June 1998
Wicker Plus Ltd/ Comforts of Home 1989 - September 1997
Microtek Systems 1988 - 1989
Education
Milwaukee Area Technical College 2000 — 2001
Tax
UW-Washington County 1999 — 2000
Accounting
UW-Milwaukee 1986 — 1986
Pre-Law
M.S. December 2005 - Present
Rock Band September 1986 - November 2011
Brandwyn October 1999 - December 2010
Waddell & Reed December 2002 - December 2005
Walt Wyczawski & Associates, LLC January 2001 - December 2005
ConnecTec Inc July 1998 - September 1999
Evcor- Milwaukee Business Systems September 1997 - June 1998
Wicker Plus Ltd/ Comforts of Home 1989 - September 1997
Microtek Systems 1988 - 1989
Education
Milwaukee Area Technical College 2000 — 2001
Tax
UW-Washington County 1999 — 2000
Accounting
UW-Milwaukee 1986 — 1986
Pre-Law
Kellie (Scheurell) Monroe, CFA's Waddell & Reed Experience June 2004 - May 2008
Job Institutional Project Manager at Putnam Investments
Industry Investment Management
Experience
Putnam Investments October 2013 - Present
Waddell & Reed June 2004 - May 2008
Mercer Investment Consulting January 1993 - May 2004
Education
The University of Chicago 1995 — 1998
MBA, Economics, Finance
Lake Forest College 1988 — 1992
BA, Economics, Philosophy
Putnam Investments October 2013 - Present
Waddell & Reed June 2004 - May 2008
Mercer Investment Consulting January 1993 - May 2004
Education
The University of Chicago 1995 — 1998
MBA, Economics, Finance
Lake Forest College 1988 — 1992
BA, Economics, Philosophy
M. Andrew Jones's Waddell & Reed Experience April 2014 - Present
Job Tenor
Industry Higher Education
Experience
Waddell & Reed April 2014 - Present
M. Andrew Jones August 2010 - Present
Aramark July 2011 - August 2013
Skills
Singing, Event Planning, Music, Opera, Public Speaking, Conducting, Musical Theatre, Music Education, PowerPoint, Social Media, Microsoft Office, Teaching, Fundraising, Customer Service, Piano, Nonprofits, Performing Arts, Editing, Research, Microsoft Word
Education
University of Cincinnati 2008 — 2010
Master of Music, Voice Performance
Luther College 2005 — 2008
Bachelor of Arts, Music
Waddell & Reed April 2014 - Present
M. Andrew Jones August 2010 - Present
Aramark July 2011 - August 2013
Skills
Singing, Event Planning, Music, Opera, Public Speaking, Conducting, Musical Theatre, Music Education, PowerPoint, Social Media, Microsoft Office, Teaching, Fundraising, Customer Service, Piano, Nonprofits, Performing Arts, Editing, Research, Microsoft Word
Education
University of Cincinnati 2008 — 2010
Master of Music, Voice Performance
Luther College 2005 — 2008
Bachelor of Arts, Music
Dennis Sharpton's Waddell & Reed Experience 1992 - 1994
Job at HyperQuest
Industry Insurance
Experience
HyperQuest 2010 - Present
Self Employed 2009 - 2010
Progressive Insurance 2008 - 2009
Progressive Insurance 2006 - 2008
Progressive Insurance 2003 - 2006
Progressive Insurance 1999 - 2003
Progressive Insurance 1997 - 1999
Progressive Insurance 1996 - 1997
Progressive Insurance 1994 - 1996
Waddell & Reed 1992 - 1994
Skills
Strategy, Team Leadership, Strategic Planning, Property, Negotiation, Liability, Leadership, Insurance, Customer Service, Customer Retention, Commercial Insurance, Claims Management, Claim, Budgets, Analysis
Education
Lamar University 1988 — 1992
B.B.A., General Business/Pre-Law
HyperQuest 2010 - Present
Self Employed 2009 - 2010
Progressive Insurance 2008 - 2009
Progressive Insurance 2006 - 2008
Progressive Insurance 2003 - 2006
Progressive Insurance 1999 - 2003
Progressive Insurance 1997 - 1999
Progressive Insurance 1996 - 1997
Progressive Insurance 1994 - 1996
Waddell & Reed 1992 - 1994
Skills
Strategy, Team Leadership, Strategic Planning, Property, Negotiation, Liability, Leadership, Insurance, Customer Service, Customer Retention, Commercial Insurance, Claims Management, Claim, Budgets, Analysis
Education
Lamar University 1988 — 1992
B.B.A., General Business/Pre-Law
kristie steger's Waddell & Reed Experience May 2007 - Present
Job Marketing Services Associate at Waddell & Reed
Industry Financial Services
Experience
Waddell & Reed May 2007 - Present
Waddell & Reed March 2005 - May 2007
Continental Timber Company October 2003 - March 2005
Skills
Microsoft Office, PowerPoint, Marketing Communications, Project Management, Accounts Payable
Education
Missouri Western State University 2001 — 2003
Bachelor of Science in Business Administration, Marketing
Metropolitan Community College-Maple Woods 1998 — 2001
Associate of Arts (AA)
Waddell & Reed May 2007 - Present
Waddell & Reed March 2005 - May 2007
Continental Timber Company October 2003 - March 2005
Skills
Microsoft Office, PowerPoint, Marketing Communications, Project Management, Accounts Payable
Education
Missouri Western State University 2001 — 2003
Bachelor of Science in Business Administration, Marketing
Metropolitan Community College-Maple Woods 1998 — 2001
Associate of Arts (AA)
Patrick Fernandez CLU, ChFC's Waddell & Reed Experience 2000 - 2009
Job Specialist at Coastal Financial
Industry Financial Services
Experience
Coastal Financial Partners Group, LLC September 2009 - Present
Waddell & Reed 2000 - 2009
Farmers Insurance 1995 - 2000
Transamerica 1990 - 1995
Prudential Financial 1970 - 1989
Bellvue Corp. January 1983 - February 1985
Skills
Financial Planning, Securities, Mutual Funds, Annuities, Long Term Care, Employee Benefits, Wealth Management, IRA's, 401k, Group Benefits, Pensions, Insurance, Investments, Fixed Annuities, IRAs, Strategic Financial..., Long-term Care, Retirement Planning
Education
Pepperdine University 1984 — 1986
MBA, Business Administration
The American College 1971 — 1973
ChFC, CLU, Financial Planning
University of California, Hastings College of the Law 1963 — 1964
Law
Loyola Marymount University 1959 — 1963
BA, American History
Coastal Financial Partners Group, LLC September 2009 - Present
Waddell & Reed 2000 - 2009
Farmers Insurance 1995 - 2000
Transamerica 1990 - 1995
Prudential Financial 1970 - 1989
Bellvue Corp. January 1983 - February 1985
Skills
Financial Planning, Securities, Mutual Funds, Annuities, Long Term Care, Employee Benefits, Wealth Management, IRA's, 401k, Group Benefits, Pensions, Insurance, Investments, Fixed Annuities, IRAs, Strategic Financial..., Long-term Care, Retirement Planning
Education
Pepperdine University 1984 — 1986
MBA, Business Administration
The American College 1971 — 1973
ChFC, CLU, Financial Planning
University of California, Hastings College of the Law 1963 — 1964
Law
Loyola Marymount University 1959 — 1963
BA, American History
Mark McKeever, MBA's Waddell & Reed Experience January 2010 - January 2011
Job Institutional Sales and Trading at Capital Guardian
Industry Financial Services
Experience
Global Strategic Investments 2013 - 2014
JVB Financial Group, LLC November 2012 - October 2013
Merrill Lynch October 2011 - October 2012
Waddell & Reed January 2010 - January 2011
Skills
Wealth Management, Retirement Planning, Financial Analysis, Portfolio Management, Investments
Education
Mercer University - Stetson School of Business and Economics 2007 — 2009
MBA, General Business
Mercer University - Stetson School of Business and Economics 2004 — 2007
BBA, Finance, Management
Global Strategic Investments 2013 - 2014
JVB Financial Group, LLC November 2012 - October 2013
Merrill Lynch October 2011 - October 2012
Waddell & Reed January 2010 - January 2011
Skills
Wealth Management, Retirement Planning, Financial Analysis, Portfolio Management, Investments
Education
Mercer University - Stetson School of Business and Economics 2007 — 2009
MBA, General Business
Mercer University - Stetson School of Business and Economics 2004 — 2007
BBA, Finance, Management
Derrick Clarke's Waddell & Reed Experience November 2004 - July 2005
Job Self Employed
Industry Accounting
Experience
Self Employed January 2009 - Present
Sanistride, LLC 2014 - 2014
American General Financial Services January 2008 - December 2008
Country Insurance & Financial Services February 2006 - June 2007
Waddell & Reed November 2004 - July 2005
Skills
Finance, Financial Analysis, Strategic Financial..., Portfolio Management, Insurance, Financial Services, Credit, Accounting, Financial Risk, Budgets, Loans, Management Consulting, New Business Development, Financial Statements, Investment Strategies, Retirement Planning, Investments, Risk Management, Financial Modeling
Education
Becker CPA Exam Review 2010 — 2013
Passed Certified Public Accounting Exams - Oregon
Keller Graduate School of Management of DeVry University 2009 — 2013
Master of Accounting / Masters of Business Administration, Accounting
University of Oregon - Charles H. Lundquist College of Business 2001 — 2003
Bachelor of Business Administration (BBA), Finance
Self Employed January 2009 - Present
Sanistride, LLC 2014 - 2014
American General Financial Services January 2008 - December 2008
Country Insurance & Financial Services February 2006 - June 2007
Waddell & Reed November 2004 - July 2005
Skills
Finance, Financial Analysis, Strategic Financial..., Portfolio Management, Insurance, Financial Services, Credit, Accounting, Financial Risk, Budgets, Loans, Management Consulting, New Business Development, Financial Statements, Investment Strategies, Retirement Planning, Investments, Risk Management, Financial Modeling
Education
Becker CPA Exam Review 2010 — 2013
Passed Certified Public Accounting Exams - Oregon
Keller Graduate School of Management of DeVry University 2009 — 2013
Master of Accounting / Masters of Business Administration, Accounting
University of Oregon - Charles H. Lundquist College of Business 2001 — 2003
Bachelor of Business Administration (BBA), Finance
R. Zane Martin's Waddell & Reed Experience January 2004 - July 2005
Job Vice President, Private Client Services at First Tennessee Bank
Industry Financial Services
Experience
First Tennessee Bank October 2012 - Present
First Tennessee Bank August 2005 - October 2012
Waddell & Reed January 2004 - July 2005
Skills
Investments, Finance, Insurance, Commercial Lending, Loans, Financial Services, Small Business Lending, Banking, Credit, Mortgage Lending, Wealth Management, Portfolio Management, Consumer Lending, Sales Management, Credit Analysis, Retirement Planning, Retirement, Relationship Management, Strategic Financial..., Mutual Funds, Financial Planning, Private Banking
Education
University of Mississippi - School of Business Administration 2000 — 2004
Bachelors
Middle Tennessee State University 2007 — 2010
Masters
First Tennessee Bank October 2012 - Present
First Tennessee Bank August 2005 - October 2012
Waddell & Reed January 2004 - July 2005
Skills
Investments, Finance, Insurance, Commercial Lending, Loans, Financial Services, Small Business Lending, Banking, Credit, Mortgage Lending, Wealth Management, Portfolio Management, Consumer Lending, Sales Management, Credit Analysis, Retirement Planning, Retirement, Relationship Management, Strategic Financial..., Mutual Funds, Financial Planning, Private Banking
Education
University of Mississippi - School of Business Administration 2000 — 2004
Bachelors
Middle Tennessee State University 2007 — 2010
Masters
Tresa Landis's Waddell & Reed Experience 1990 - 1990
Job Business Manager at Kansas State University Research Foundation
Industry Higher Education
Experience
Kansas State University Research Foundation August 1993 - Present
Sink, Gordon & Associates, LLP. 1991 - 1993
Waddell & Reed 1990 - 1990
Central Mechanical Construction Co. Inc. 1987 - 1989
FDIC January 1986 - October 1987
Skills
Accounting, Strategic Financial..., Auditing, General Ledger, Account Reconciliation, Strategy, Data Analysis, Licensing, Process Improvement, Financial Reporting, Leadership, Nonprofits, QuickBooks, Business Planning, Financial Planning
Education
Kansas State University 1981 — 1985
Bachelor's degree, Accounting
Kansas State University Research Foundation August 1993 - Present
Sink, Gordon & Associates, LLP. 1991 - 1993
Waddell & Reed 1990 - 1990
Central Mechanical Construction Co. Inc. 1987 - 1989
FDIC January 1986 - October 1987
Skills
Accounting, Strategic Financial..., Auditing, General Ledger, Account Reconciliation, Strategy, Data Analysis, Licensing, Process Improvement, Financial Reporting, Leadership, Nonprofits, QuickBooks, Business Planning, Financial Planning
Education
Kansas State University 1981 — 1985
Bachelor's degree, Accounting
Kelly Cameron's Waddell & Reed Experience 2005 - 2007
Job Managing Director at The Cameron McQueen Group
Industry Management Consulting
Experience
The McCullough Cameron Group 2007 - Present
United Bankshares, Inc 2007 - 2008
Waddell & Reed 2005 - 2007
RBC 1999 - 2005
Skills
Business Strategy, Entrepreneurship, Marketing Strategy, New Business Development, Small Business, Leadership Development, Cross-functional Team..., Project Management, Organizational..., Sales Management, Management, Strategic Planning
Education
The College of William and Mary - The Mason School of Business 2011 — 2013
Master of Business Administration (MBA)
Kaplan University 2009 — 2011
Master of Science (MS), Organizational Design & Development
North Carolina Wesleyan College 1994 — 2001
Bachelor of Science (B.S.), Business Administration
The McCullough Cameron Group 2007 - Present
United Bankshares, Inc 2007 - 2008
Waddell & Reed 2005 - 2007
RBC 1999 - 2005
Skills
Business Strategy, Entrepreneurship, Marketing Strategy, New Business Development, Small Business, Leadership Development, Cross-functional Team..., Project Management, Organizational..., Sales Management, Management, Strategic Planning
Education
The College of William and Mary - The Mason School of Business 2011 — 2013
Master of Business Administration (MBA)
Kaplan University 2009 — 2011
Master of Science (MS), Organizational Design & Development
North Carolina Wesleyan College 1994 — 2001
Bachelor of Science (B.S.), Business Administration
Diane O'Nele's Waddell & Reed Experience April 2001 - Present
Job Manager Classic Broker Dealer Operations at Waddell & Reed
Industry Financial Services
Experience
Waddell & Reed April 2001 - Present
Skills
Team Building, Coaching, Succession Planning, Employee Relations, Recruiting, Performance Management, Customer Service
Education
Keller Graduate School of Management of DeVry University
MHRM
University of Nebraska Lincon 1979 — 1985
Bachelor's Degree
Waddell & Reed April 2001 - Present
Skills
Team Building, Coaching, Succession Planning, Employee Relations, Recruiting, Performance Management, Customer Service
Education
Keller Graduate School of Management of DeVry University
MHRM
University of Nebraska Lincon 1979 — 1985
Bachelor's Degree
Nathan Krohn's Waddell & Reed Experience May 2011 - March 2012
Job Inside Sales Representative at Stream/Convergys
Industry Restaurants
Experience
Stream/Convergys February 2014 - Present
Sbarro March 2013 - July 2013
Edina Realty May 2012 - March 2013
Waddell & Reed May 2011 - March 2012
Trails Grill and Sports Bar August 2008 - June 2011
Minnesota School of Business 2009 - 2011
Larose's Pizza, Pasta, and Ribs May 1999 - January 2009
McDonalds Restaurant March 1998 - May 1999
Skills
Customer Service, Teamwork, PowerPoint, Microsoft Excel, Time Management, Microsoft Office, Sales, Team Leadership, Team Building, Small Business, Coaching, Marketing, Microsoft Word, Accounting, Accounts Receivable
Education
Kaplan Professional Schools 2012 — 2012
Real Estate License, Real Estate
Kaplan Professional Schools 2011 — 2011
Series 7 and Series 66 Financial Licenses, Investments and Securities
Kaplan Professional Schools 2011 — 2011
Life, Accident and Health Insurance Licenses, Insurance
Minnesota School of Business 2009 — 2011
Associate in Applied Science, Business Administration
Stream/Convergys February 2014 - Present
Sbarro March 2013 - July 2013
Edina Realty May 2012 - March 2013
Waddell & Reed May 2011 - March 2012
Trails Grill and Sports Bar August 2008 - June 2011
Minnesota School of Business 2009 - 2011
Larose's Pizza, Pasta, and Ribs May 1999 - January 2009
McDonalds Restaurant March 1998 - May 1999
Skills
Customer Service, Teamwork, PowerPoint, Microsoft Excel, Time Management, Microsoft Office, Sales, Team Leadership, Team Building, Small Business, Coaching, Marketing, Microsoft Word, Accounting, Accounts Receivable
Education
Kaplan Professional Schools 2012 — 2012
Real Estate License, Real Estate
Kaplan Professional Schools 2011 — 2011
Series 7 and Series 66 Financial Licenses, Investments and Securities
Kaplan Professional Schools 2011 — 2011
Life, Accident and Health Insurance Licenses, Insurance
Minnesota School of Business 2009 — 2011
Associate in Applied Science, Business Administration
Amanda Charalambous's Waddell & Reed Experience April 2007 - December 2009
Job Senior Tax Specialist at BNYM
Industry Banking
Experience
BNY Mellon July 2014 - Present
BNY Mellon September 2012 - July 2014
Huntington National Bank March 2010 - September 2012
Macy's October 2009 - April 2011
Waddell & Reed April 2007 - December 2009
BNY Mellon 2005 - 2005
Skills
Small Business Lending, Consumer Lending, Lines Of Credit, Loans, Commercial Banking, Commercial Lending, Banking, Credit, Retail Banking, Credit Analysis, Mortgage Lending, Personal Banking, Cross Selling, Treasury Services, Series 6, Mortgage Banking, Refinance, Private Banking, Deposits, Credit Risk, Mutual Funds
Education
Kaplan University 2014 — 2016
Master of Science (M.S.), Accounting
Robert Morris University 2003 — 2006
Bachelor's degree, Finance, General
BNY Mellon July 2014 - Present
BNY Mellon September 2012 - July 2014
Huntington National Bank March 2010 - September 2012
Macy's October 2009 - April 2011
Waddell & Reed April 2007 - December 2009
BNY Mellon 2005 - 2005
Skills
Small Business Lending, Consumer Lending, Lines Of Credit, Loans, Commercial Banking, Commercial Lending, Banking, Credit, Retail Banking, Credit Analysis, Mortgage Lending, Personal Banking, Cross Selling, Treasury Services, Series 6, Mortgage Banking, Refinance, Private Banking, Deposits, Credit Risk, Mutual Funds
Education
Kaplan University 2014 — 2016
Master of Science (M.S.), Accounting
Robert Morris University 2003 — 2006
Bachelor's degree, Finance, General
Carrie Wynn's Waddell & Reed Experience June 1986 - December 2008
Job Bookkeeper at Metropolitan Energy Center
Industry Renewables & Environment
Experience
Metropolitan Energy Center January 2011 - Present
Waddell & Reed June 1986 - December 2008
Education
Lincoln University (MO) 1975 — 1979
BS, Business Administration
Metropolitan Energy Center January 2011 - Present
Waddell & Reed June 1986 - December 2008
Education
Lincoln University (MO) 1975 — 1979
BS, Business Administration
Diane O'Nele's Waddell & Reed Experience April 2001 - Present
Job
Industry
Experience
Waddell & Reed April 2001 - Present
Skills
Sales, Photoshop
Education
Universigty of Nebraska, Lincoln 1979 — 1985
Bachelor of Applied Science (B.A.Sc.), Accounting and Business/Management
Keller Graduate School of Management of DeVry University
Mastor of Human Resource Management, Human Resources Management/Personnel Administration, General
Waddell & Reed April 2001 - Present
Skills
Sales, Photoshop
Education
Universigty of Nebraska, Lincoln 1979 — 1985
Bachelor of Applied Science (B.A.Sc.), Accounting and Business/Management
Keller Graduate School of Management of DeVry University
Mastor of Human Resource Management, Human Resources Management/Personnel Administration, General
Karin Wulkowicz's Waddell & Reed Experience 1997 - 2003
Job K W Landscaping
Industry Environmental Services
Experience
WEEU 2015 - Present
K W Landscaping 2001 - Present
Waddell & Reed 1997 - 2003
Skills
Sustainable landscaping, Garden Design, Restoration, Sustainable Design, Garden, Parks, Pest Control, Environmental Education, Soil, Wildlife, Lawn Care, Organic Gardening, Trees, Tree Planting, Landscape Maintenance, Historic Preservation, Environmental Consulting, Sustainability, Landscaping, Gardening, Environmental Awareness, Horticulture
Education
Mansfield University of Pennsylvania 1981 — 1985
BA, Mass Communications
Mansfield University of Pennsylvania 1981 — 1985
Bachelor of Arts (BA), Mass Communications
Exeter High School
College Prep, Academic
WEEU 2015 - Present
K W Landscaping 2001 - Present
Waddell & Reed 1997 - 2003
Skills
Sustainable landscaping, Garden Design, Restoration, Sustainable Design, Garden, Parks, Pest Control, Environmental Education, Soil, Wildlife, Lawn Care, Organic Gardening, Trees, Tree Planting, Landscape Maintenance, Historic Preservation, Environmental Consulting, Sustainability, Landscaping, Gardening, Environmental Awareness, Horticulture
Education
Mansfield University of Pennsylvania 1981 — 1985
BA, Mass Communications
Mansfield University of Pennsylvania 1981 — 1985
Bachelor of Arts (BA), Mass Communications
Exeter High School
College Prep, Academic
Trevor Holliger's Waddell & Reed Experience May 2007 - July 2012
Job SOC Engineer II at FishNet Security
Industry Information Technology and Services
Experience
FishNet Security July 2012 - Present
The Cheesecake Factory May 2003 - September 2012
Waddell & Reed May 2007 - July 2012
Waddell & Reed December 2006 - April 2007
Skills
Networking, Troubleshooting, Customer Service, Hardware, Cisco Networking, Help Desk Support, Interpersonal..., Software Installation, Checkpoint Security, Hardware Installation, IT Hardware Support, BlueC, Fortinet, Juniper Technologies
Education
Rockhurst University 1998 — 2004
Bachelor of Science (BS), Biology/Biological Sciences, General
Loyola University of Chicago 2000 — 2001
FishNet Security July 2012 - Present
The Cheesecake Factory May 2003 - September 2012
Waddell & Reed May 2007 - July 2012
Waddell & Reed December 2006 - April 2007
Skills
Networking, Troubleshooting, Customer Service, Hardware, Cisco Networking, Help Desk Support, Interpersonal..., Software Installation, Checkpoint Security, Hardware Installation, IT Hardware Support, BlueC, Fortinet, Juniper Technologies
Education
Rockhurst University 1998 — 2004
Bachelor of Science (BS), Biology/Biological Sciences, General
Loyola University of Chicago 2000 — 2001
Catherine Gloner's Waddell & Reed Experience January 2012 - October 2013
Job Sr. Compliance Officer, IACCP
Industry Financial Services
Experience
The Mutual Fund Store April 2015 - Present
NISA Investment Advisors, L.L.C. October 2013 - April 2015
Waddell & Reed January 2012 - October 2013
Scout Investments / UMB January 2006 - October 2011
UMB Bank May 2000 - February 2004
DST Systems June 1996 - April 2000
Skills
Securities, OFAC, AML, Mutual Funds, Securities Regulation, Investment Advisory, Hedge Funds, Compliance Training, Investments, Equities, Series 6, Financial Risk, USA PATRIOT Act, Investment Advisory..., RIA, Code of Ethics, Risk Assessment
Education
Keller Graduate School of Management of DeVry University 2004 — 2006
Master of Accounting and Financial Management, Accounting with a Fraud Emphasis
UMKC
Bachelor of Science (B.S.), Accounting
The Mutual Fund Store April 2015 - Present
NISA Investment Advisors, L.L.C. October 2013 - April 2015
Waddell & Reed January 2012 - October 2013
Scout Investments / UMB January 2006 - October 2011
UMB Bank May 2000 - February 2004
DST Systems June 1996 - April 2000
Skills
Securities, OFAC, AML, Mutual Funds, Securities Regulation, Investment Advisory, Hedge Funds, Compliance Training, Investments, Equities, Series 6, Financial Risk, USA PATRIOT Act, Investment Advisory..., RIA, Code of Ethics, Risk Assessment
Education
Keller Graduate School of Management of DeVry University 2004 — 2006
Master of Accounting and Financial Management, Accounting with a Fraud Emphasis
UMKC
Bachelor of Science (B.S.), Accounting
Kevin Case's Waddell & Reed Experience 2008 - 2012
Job Senior Account Executive
Industry Financial Services
Experience
Metro Sales December 2012 - Present
Waddell & Reed 2008 - 2012
Metro Sales January 1994 - February 2007
Skills
Sales, Financial Advisory, commercial pilot, Retirement, Commercial Aviation, Long-term Care, Fixed Annuities, Mutual Funds, Sales Operations, Finance, Insurance, Sales Process, Selling, Direct Sales, Customer Service, Cold Calling, Leadership
Education
Minnesota State University, Mankato 1989 — 1991
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General
Normandale Community College 1986 — 1988
Associate of Arts (A.A.), General Studies
Metro Sales December 2012 - Present
Waddell & Reed 2008 - 2012
Metro Sales January 1994 - February 2007
Skills
Sales, Financial Advisory, commercial pilot, Retirement, Commercial Aviation, Long-term Care, Fixed Annuities, Mutual Funds, Sales Operations, Finance, Insurance, Sales Process, Selling, Direct Sales, Customer Service, Cold Calling, Leadership
Education
Minnesota State University, Mankato 1989 — 1991
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General
Normandale Community College 1986 — 1988
Associate of Arts (A.A.), General Studies
Edward Berberian's Waddell & Reed Experience 2010 - 2013
Job Financial Services Professional
Industry Financial Services
Experience
Waddell & Reed 2010 - 2013
Education
Merrimack College 2009 — 2013
Bachelors of Science in Business Administration, Accounting and Finance
Waddell & Reed 2010 - 2013
Education
Merrimack College 2009 — 2013
Bachelors of Science in Business Administration, Accounting and Finance
T Rowe Price
The Blackstone Group
Pioneer Investments
Lazard
ING Investment Management
Deutsche Asset Management
Lazard Asset Management
Natixis Global Asset Management