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
Lethert Julie Lethert Julie's Waddell & Reed Experience 2000 - 2004
Job County Sanitarian at Broadwater County
Industry Environmental Services
Experience
Broadwater County December 2004 - Present
Waddell & Reed 2000 - 2004
MSU Extension Service - Food & Nutrition 1999 - 2000
Montana Department of Public Health & Human Services 1995 - 2000
Gallatin City-County Health Department 1991 - 1994
Montana Department of Health & Environmental Sciences 1990 - 1991
Skills
Customer Service, Project Management, Management, Microsoft Excel, Strategic Planning, Research, Microsoft Word, Public Speaking, Leadership, Environmental Awareness, Food Safety, Microsoft Office
Education
Montana State University-Bozeman 1986 — 1989
BS Microbiology - Environmental Health
Manhattan High School 1968 — 1972
Broadwater County December 2004 - Present
Waddell & Reed 2000 - 2004
MSU Extension Service - Food & Nutrition 1999 - 2000
Montana Department of Public Health & Human Services 1995 - 2000
Gallatin City-County Health Department 1991 - 1994
Montana Department of Health & Environmental Sciences 1990 - 1991
Skills
Customer Service, Project Management, Management, Microsoft Excel, Strategic Planning, Research, Microsoft Word, Public Speaking, Leadership, Environmental Awareness, Food Safety, Microsoft Office
Education
Montana State University-Bozeman 1986 — 1989
BS Microbiology - Environmental Health
Manhattan High School 1968 — 1972
Johnnie Renee West Johnnie Renee West's Waddell & Reed Experience February 2006 - May 2008
Job Engineering Tech at Continental Resources
Industry Oil & Energy
Experience
Continental Resources April 2013 - Present
Spirit Bank February 2012 - April 2013
Oklahoma Medical Research Foundation May 2008 - November 2011
Waddell & Reed February 2006 - May 2008
Skills
Core Analysis, Log Analysis, NMR - petroleum industry, Mathematical Modeling, Data Analysis, Geographix PRIZM, Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Research, Leadership, Public Speaking, Customer Service, Statistics, Teaching, Analysis, Event Planning, Higher Education, Community Outreach, Nonprofits
Education
University of Oklahoma 2015 — 2017
Master of Science (M.S.), Petroleum Engineering
Southern Nazarene University 2008 — 2013
Bachelor of Science (B.Sc.), Physics
Oklahoma City Community College
Computer Programming
Lawton Senior High School 2005 — 2008
High School Diploma, High School Degree
Continental Resources April 2013 - Present
Spirit Bank February 2012 - April 2013
Oklahoma Medical Research Foundation May 2008 - November 2011
Waddell & Reed February 2006 - May 2008
Skills
Core Analysis, Log Analysis, NMR - petroleum industry, Mathematical Modeling, Data Analysis, Geographix PRIZM, Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Research, Leadership, Public Speaking, Customer Service, Statistics, Teaching, Analysis, Event Planning, Higher Education, Community Outreach, Nonprofits
Education
University of Oklahoma 2015 — 2017
Master of Science (M.S.), Petroleum Engineering
Southern Nazarene University 2008 — 2013
Bachelor of Science (B.Sc.), Physics
Oklahoma City Community College
Computer Programming
Lawton Senior High School 2005 — 2008
High School Diploma, High School Degree
Amy Farrow's Waddell & Reed Experience January 2015 - Present
Job Senior Recruiting Analyst at Waddell & Reed
Industry Financial Services
Experience
Waddell & Reed January 2015 - Present
Waddell & Reed August 2012 - December 2014
IMG World Media August 2009 - September 2012
Hallmark Cards June 2008 - August 2009
Skills
Financial Analysis, PowerPoint, Customer Service, Microsoft Excel, Management, Market Research, Account Management, Sales, Microsoft Office, Marketing, Team Leadership, Training, Time Management
Education
University of Kansas 2006 — 2008
BS, Finance, General
Northwest Missouri State University 2004 — 2006
Waddell & Reed January 2015 - Present
Waddell & Reed August 2012 - December 2014
IMG World Media August 2009 - September 2012
Hallmark Cards June 2008 - August 2009
Skills
Financial Analysis, PowerPoint, Customer Service, Microsoft Excel, Management, Market Research, Account Management, Sales, Microsoft Office, Marketing, Team Leadership, Training, Time Management
Education
University of Kansas 2006 — 2008
BS, Finance, General
Northwest Missouri State University 2004 — 2006
Daniel Roberts Jr., MBA's Waddell & Reed Experience September 2008 - January 2010
Job Program Director, AOS in Small Business Operations at Mueller College
Industry Higher Education
Experience
Business Bridging Solutions January 2015 - Present
Mueller College May 2014 - Present
Mueller College February 2013 - Present
Mueller College July 2010 - November 2013
San Diego Film Festival June 2010 - September 2012
National Polytechnic College of Science January 2008 - June 2010
Waddell & Reed September 2008 - January 2010
Ameriprise Financial Services, Inc. February 2005 - September 2008
National University 2002 - 2005
Skills
Leadership, Training, Management, Marketing, Solution Focused, Business Process..., Small Business..., Coaching, Strategic Planning, Business Planning, Marketing Strategy, Team Leadership, Team Building, Leadership Development, Program Management, Student Affairs, Sales Management, Budgets, Social Media, Sales Process, Teaching, Nonprofits, Social Media Marketing, Enrollment Management, Staff Development, Sales, Strategic Financial..., Public Relations, Employee Training, Campus, Film Criticism, Creative Problem Solving, Public Speaking, Student Financial Aid, Recruiting, Retaining Customers, Educational Leadership, Admissions, Student Recruiting, Career Counseling, Social Networking, Film Festivals, Analysis, Facebook, Community Outreach, Adult Education, Resume Writing, Adaptability, Blogging, Higher Education
Education
National University 2002 — 2003
Masters, Business Administration
Rutgers University-New Brunswick 1992 — 1997
Bachelors, English & Journalism
Business Bridging Solutions January 2015 - Present
Mueller College May 2014 - Present
Mueller College February 2013 - Present
Mueller College July 2010 - November 2013
San Diego Film Festival June 2010 - September 2012
National Polytechnic College of Science January 2008 - June 2010
Waddell & Reed September 2008 - January 2010
Ameriprise Financial Services, Inc. February 2005 - September 2008
National University 2002 - 2005
Skills
Leadership, Training, Management, Marketing, Solution Focused, Business Process..., Small Business..., Coaching, Strategic Planning, Business Planning, Marketing Strategy, Team Leadership, Team Building, Leadership Development, Program Management, Student Affairs, Sales Management, Budgets, Social Media, Sales Process, Teaching, Nonprofits, Social Media Marketing, Enrollment Management, Staff Development, Sales, Strategic Financial..., Public Relations, Employee Training, Campus, Film Criticism, Creative Problem Solving, Public Speaking, Student Financial Aid, Recruiting, Retaining Customers, Educational Leadership, Admissions, Student Recruiting, Career Counseling, Social Networking, Film Festivals, Analysis, Facebook, Community Outreach, Adult Education, Resume Writing, Adaptability, Blogging, Higher Education
Education
National University 2002 — 2003
Masters, Business Administration
Rutgers University-New Brunswick 1992 — 1997
Bachelors, English & Journalism
Chrystina Silvia's Waddell & Reed Experience December 2001 - April 2004
Job Notary Public
Industry Real Estate
Experience
Self-employed November 2004 - Present
Waddell & Reed December 2001 - April 2004
Bed Bath & Beyond July 1998 - October 2001
Skills
Licensed, bonded and..., Retail, Loans, Mortgage Lending, Refinance, Real Estate, Customer Service, Investment Properties, Short Sales, Real Estate Transactions, FHA, Foreclosures, Microsoft Word
Education
San Diego State University-California State University 1999 — 2001
Bachelors of Arts, Communication and Media Studies
Mt. San Antonio College 1996 — 1998
Self-employed November 2004 - Present
Waddell & Reed December 2001 - April 2004
Bed Bath & Beyond July 1998 - October 2001
Skills
Licensed, bonded and..., Retail, Loans, Mortgage Lending, Refinance, Real Estate, Customer Service, Investment Properties, Short Sales, Real Estate Transactions, FHA, Foreclosures, Microsoft Word
Education
San Diego State University-California State University 1999 — 2001
Bachelors of Arts, Communication and Media Studies
Mt. San Antonio College 1996 — 1998
Chad Dvoracek Chad Dvoracek's Waddell & Reed Experience March 1995 - January 1997
Job Data Engineer / Software Engineer at The Nerdery
Industry Information Technology and Services
Experience
The Nerdery June 2015 - Present
UnitedHealth Group August 2014 - July 2015
Robert Half Technology February 2014 - August 2014
Crown College January 2013 - January 2014
Assemblies of God June 2006 - January 2010
Evergreen Office Products May 2002 - June 2006
Freedom Financial Services January 1997 - March 2000
Waddell & Reed March 1995 - January 1997
Skills
Program Management, Team Building, SDLC, Software Documentation, Strategic Planning, Business Analysis, Business Intelligence, Microsoft SQL Server, Analysis, Management, Coaching, Nonprofits, Non-profits, Sales, Google Analytics, Java, Project Management, SSRS, Data Analysis, Software Configuration..., SQL Server Management..., Report Writing
Education
University of St. Thomas 2012 — 2016
Master of Science (M.S.), Computer Software Engineering
Luther Seminary 2010 — 2012
MA, New Testament/Textual Criticism
North Central University 1988 — 2009
BA, Interdisciplinary Studies
The Nerdery June 2015 - Present
UnitedHealth Group August 2014 - July 2015
Robert Half Technology February 2014 - August 2014
Crown College January 2013 - January 2014
Assemblies of God June 2006 - January 2010
Evergreen Office Products May 2002 - June 2006
Freedom Financial Services January 1997 - March 2000
Waddell & Reed March 1995 - January 1997
Skills
Program Management, Team Building, SDLC, Software Documentation, Strategic Planning, Business Analysis, Business Intelligence, Microsoft SQL Server, Analysis, Management, Coaching, Nonprofits, Non-profits, Sales, Google Analytics, Java, Project Management, SSRS, Data Analysis, Software Configuration..., SQL Server Management..., Report Writing
Education
University of St. Thomas 2012 — 2016
Master of Science (M.S.), Computer Software Engineering
Luther Seminary 2010 — 2012
MA, New Testament/Textual Criticism
North Central University 1988 — 2009
BA, Interdisciplinary Studies
Brona Pinnolis's Waddell & Reed Experience December 2006 - December 2008
Job Project Coordinator at Memphis Shelby Crime Commission
Industry Legal Services
Experience
Memphis Shelby Crime Commission June 2014 - Present
University of Phoenix September 2013 - Present
University of Phoenix January 2009 - Present
Brona Pinnolis, Attorney at Law January 2009 - June 2014
Women, Money & Cheesecake August 2007 - June 2014
Counsel on Call June 2006 - June 2014
Network of Memphis 2006 - 2010
Ladies Who Launch Memphis 2007 - 2009
Waddell & Reed December 2006 - December 2008
Skills
Public Speaking, Non-profits, Small Business, Litigation, Research, Team Building, Leadership Development, Leadership, Legal Research, Editing, Teaching, Legal Writing, Mediation, Entrepreneurship, Nonprofits, Public Policy, Training, Negotiation, Insurance, Volunteer Management, Social Media, Social Media Marketing, Event Management, Contract Negotiation, Conflict Resolution, Community Outreach, Creative Writing, Time Management, Employment Law, Litigation Support, Publishing, Social Networking, Civil Litigation, Appeals, Corporate Law, Policy, Management
Education
The George Washington University Law School 1977 — 1980
JD, Law
Northwestern University 1973 — 1977
Bachelor of Arts (B.A.), English
Memphis Shelby Crime Commission June 2014 - Present
University of Phoenix September 2013 - Present
University of Phoenix January 2009 - Present
Brona Pinnolis, Attorney at Law January 2009 - June 2014
Women, Money & Cheesecake August 2007 - June 2014
Counsel on Call June 2006 - June 2014
Network of Memphis 2006 - 2010
Ladies Who Launch Memphis 2007 - 2009
Waddell & Reed December 2006 - December 2008
Skills
Public Speaking, Non-profits, Small Business, Litigation, Research, Team Building, Leadership Development, Leadership, Legal Research, Editing, Teaching, Legal Writing, Mediation, Entrepreneurship, Nonprofits, Public Policy, Training, Negotiation, Insurance, Volunteer Management, Social Media, Social Media Marketing, Event Management, Contract Negotiation, Conflict Resolution, Community Outreach, Creative Writing, Time Management, Employment Law, Litigation Support, Publishing, Social Networking, Civil Litigation, Appeals, Corporate Law, Policy, Management
Education
The George Washington University Law School 1977 — 1980
JD, Law
Northwestern University 1973 — 1977
Bachelor of Arts (B.A.), English
Jeffrey Kunert Jeffrey Kunert's Waddell & Reed Experience September 2014 - February 2015
Job Experienced Communications and Financial Professional.
Industry Financial Services
Experience
Waddell & Reed September 2014 - February 2015
The Chicago School of Professional Psychology 2012 - 2013
Big Daddy's Oil (ampm franchisee) June 2009 - May 2010
Skills
Quantitative Research, Data Analysis, Sales, Marketing Communications, Press Releases, Copy Editing, Data Entry, Databases, IT Management, Written & Oral..., Microsoft Word, Management, Leadership, Social Media
Education
Occidental College 2012 — 2014
Bachelor of Arts (B.A.), Politics with a concentration in Economics
Groovee UV
Waddell & Reed September 2014 - February 2015
The Chicago School of Professional Psychology 2012 - 2013
Big Daddy's Oil (ampm franchisee) June 2009 - May 2010
Skills
Quantitative Research, Data Analysis, Sales, Marketing Communications, Press Releases, Copy Editing, Data Entry, Databases, IT Management, Written & Oral..., Microsoft Word, Management, Leadership, Social Media
Education
Occidental College 2012 — 2014
Bachelor of Arts (B.A.), Politics with a concentration in Economics
Groovee UV
Laudan Yavari's Waddell & Reed Experience May 2012 - March 2013
Job Marketing Coordinator at Driscoll's
Industry Marketing and Advertising
Experience
Driscoll's June 2014 - Present
Driscoll's February 2014 - June 2014
Driscoll's July 2013 - February 2014
Deuce Brand February 2013 - May 2013
Waddell & Reed May 2012 - March 2013
University of San Diego 2011 - 2013
Carmel Valley Community Youth Center Pool June 2007 - August 2011
Bright Horizons January 2011 - July 2011
Chiquita July 2010 - September 2010
United States Golf Association June 2010 - June 2010
Skills
Globally Traveled, Creative Thinking and..., Excellent Writing Skills, Versed in Microsoft..., Work Experience with..., Artistic Capabilites, Excellent People Skills..., Microsoft Excel, Facebook, Social Media Marketing, Social Networking, Microsoft Office, PowerPoint, SharePoint, Digital Marketing, Marketing, Social Media, Blogging, Advertising, Sales, Management, Marketing Research, Retail Category..., Leadership, Fundraising, Public Relations, Event Planning, Market Research, Event Management
Education
University of San Diego 2011 — 2013
Bachelor's Degree, Marketing
Monterey Peninsula College 2010 — 2011
Associate's Degree, Business Administration
Driscoll's June 2014 - Present
Driscoll's February 2014 - June 2014
Driscoll's July 2013 - February 2014
Deuce Brand February 2013 - May 2013
Waddell & Reed May 2012 - March 2013
University of San Diego 2011 - 2013
Carmel Valley Community Youth Center Pool June 2007 - August 2011
Bright Horizons January 2011 - July 2011
Chiquita July 2010 - September 2010
United States Golf Association June 2010 - June 2010
Skills
Globally Traveled, Creative Thinking and..., Excellent Writing Skills, Versed in Microsoft..., Work Experience with..., Artistic Capabilites, Excellent People Skills..., Microsoft Excel, Facebook, Social Media Marketing, Social Networking, Microsoft Office, PowerPoint, SharePoint, Digital Marketing, Marketing, Social Media, Blogging, Advertising, Sales, Management, Marketing Research, Retail Category..., Leadership, Fundraising, Public Relations, Event Planning, Market Research, Event Management
Education
University of San Diego 2011 — 2013
Bachelor's Degree, Marketing
Monterey Peninsula College 2010 — 2011
Associate's Degree, Business Administration
Olena Kulikova's Waddell & Reed Experience March 2013 - June 2013
Job Executive Assistant at RKF
Industry Financial Services
Experience
RKF 2013 - Present
Waddell & Reed March 2013 - June 2013
Oxenuk Management, LLC September 2011 - February 2013
Private Entrepreneur November 2009 - August 2011
IC3 Sarl., Financial Advisory, M&A June 2007 - December 2009
Educational Complex "Gymnasium #2" September 2004 - June 2007
Global Leadership Symposium in Odessa, Ukraine 2005 - 2005
Skills
Executive..., Administrative..., Financial Advisory, M&A Advisory Services, Financial Translation, Legal Translation, Conference Interpreting, Consecutive..., Assistant Editor, Writing and Proofreading, Team Management, Qualified Teacher
Education
Odessa National 'I.I. Mecnikov' University 1999 — 2004
Master's degree, English and Spanish Language and Literature
RKF 2013 - Present
Waddell & Reed March 2013 - June 2013
Oxenuk Management, LLC September 2011 - February 2013
Private Entrepreneur November 2009 - August 2011
IC3 Sarl., Financial Advisory, M&A June 2007 - December 2009
Educational Complex "Gymnasium #2" September 2004 - June 2007
Global Leadership Symposium in Odessa, Ukraine 2005 - 2005
Skills
Executive..., Administrative..., Financial Advisory, M&A Advisory Services, Financial Translation, Legal Translation, Conference Interpreting, Consecutive..., Assistant Editor, Writing and Proofreading, Team Management, Qualified Teacher
Education
Odessa National 'I.I. Mecnikov' University 1999 — 2004
Master's degree, English and Spanish Language and Literature
Jackie Lynch's Waddell & Reed Experience December 2007 - August 2010
Job Associate Financial Advisor
Industry Financial Services
Experience
Bickford Angier & Associates - A Private Wealth Advisory Practice of Ameriprise Financial Services August 2010 - Present
Waddell & Reed December 2007 - August 2010
First Command Financial Planning October 2002 - August 2003
Skills
Strategic Financial..., Public Speaking, Management, Small Business, Strategic Planning, Retirement Planning, Budgets, Team Building, Retirement, Finance, Project Planning, Investment Management, Fixed Annuities, Investments, Life Insurance, Estate Planning
Education
Northwestern State University 2000 — 2002
BS, Business Administration and Management, General
Sierra College 1997 — 2000
AA/AS, General Education
Bickford Angier & Associates - A Private Wealth Advisory Practice of Ameriprise Financial Services August 2010 - Present
Waddell & Reed December 2007 - August 2010
First Command Financial Planning October 2002 - August 2003
Skills
Strategic Financial..., Public Speaking, Management, Small Business, Strategic Planning, Retirement Planning, Budgets, Team Building, Retirement, Finance, Project Planning, Investment Management, Fixed Annuities, Investments, Life Insurance, Estate Planning
Education
Northwestern State University 2000 — 2002
BS, Business Administration and Management, General
Sierra College 1997 — 2000
AA/AS, General Education
Gabrielle Vigil's Waddell & Reed Experience December 2013 - Present
Job Recruiting Specialist
Industry Financial Services
Experience
Waddell & Reed December 2013 - Present
Kaplan University July 2013 - December 2013
Brown Mackie College November 2011 - July 2013
Express Scripts March 2011 - November 2011
Stallone's Formal Wear June 2000 - November 2011
Le Cordon Bleu College February 2010 - March 2011
Lumiere Place Casino May 2009 - February 2010
Nestle Purina September 2008 - April 2009
Skills
College Recruiting, Customer Retention, Customer Experience, Customer Service, Event Management, Event Planning, Marketing, Press Releases, Staff Supervision, Management, Account Management, Communication Skills, Research, PowerPoint, Analysis, Public Speaking, Social Media
Education
Saint Louis University 2008 — 2009
MBA, Marketing, Management
Missouri State University 2001 — 2005
B.S., Communications, Public Relations
Waddell & Reed December 2013 - Present
Kaplan University July 2013 - December 2013
Brown Mackie College November 2011 - July 2013
Express Scripts March 2011 - November 2011
Stallone's Formal Wear June 2000 - November 2011
Le Cordon Bleu College February 2010 - March 2011
Lumiere Place Casino May 2009 - February 2010
Nestle Purina September 2008 - April 2009
Skills
College Recruiting, Customer Retention, Customer Experience, Customer Service, Event Management, Event Planning, Marketing, Press Releases, Staff Supervision, Management, Account Management, Communication Skills, Research, PowerPoint, Analysis, Public Speaking, Social Media
Education
Saint Louis University 2008 — 2009
MBA, Marketing, Management
Missouri State University 2001 — 2005
B.S., Communications, Public Relations
Terry A Pasquale, CRPS Terry A Pasquale, CRPS's Waddell & Reed Experience November 2005 - December 2008
Job Investment Advisor Representative at VALIC
Industry Financial Services
Experience
VALIC April 2014 - Present
QU Trading & Insurance December 2012 - March 2014
MetLife March 2012 - November 2012
MB Financial Bank January 2010 - February 2012
VERITRUST FINANCIAL January 2009 - January 2010
Waddell & Reed November 2005 - December 2008
CHICAGO MERCANTILE EXCHANGE January 1984 - October 2005
Drexel Burnham Lambert January 1982 - December 1985
Skills
NASD Series 7 and 66..., Division of Insurance,..., Chartered Retirement..., Banking, Sales Management, Licensing, Investments, Financial Analysis, Risk Management, Trading, Insurance, Health Insurance, Retirement, Account Management, Negotiation, Marketing, Financial Services, Strategic Financial..., New Business Development, Commodity, Wealth Management, Securities, Portfolio Management, Series 7, Finance, Management, Financial Planning
Education
Northern Illinois University
Bachelor of Science, Marketing
Kennedy
VALIC April 2014 - Present
QU Trading & Insurance December 2012 - March 2014
MetLife March 2012 - November 2012
MB Financial Bank January 2010 - February 2012
VERITRUST FINANCIAL January 2009 - January 2010
Waddell & Reed November 2005 - December 2008
CHICAGO MERCANTILE EXCHANGE January 1984 - October 2005
Drexel Burnham Lambert January 1982 - December 1985
Skills
NASD Series 7 and 66..., Division of Insurance,..., Chartered Retirement..., Banking, Sales Management, Licensing, Investments, Financial Analysis, Risk Management, Trading, Insurance, Health Insurance, Retirement, Account Management, Negotiation, Marketing, Financial Services, Strategic Financial..., New Business Development, Commodity, Wealth Management, Securities, Portfolio Management, Series 7, Finance, Management, Financial Planning
Education
Northern Illinois University
Bachelor of Science, Marketing
Kennedy
Shelby Cochran's Waddell & Reed Experience March 2015 - Present
Job NIGO Program Representative at Waddell & Reed
Industry Financial Services
Experience
Waddell & Reed March 2015 - Present
Waddell & Reed July 2013 - Present
Amy’s Hallmark June 2011 - August 2013
Custodian, Dr. Cochran’s Dentistry January 2008 - August 2009
Skills
Customer Service, Friendly Demeanor, Leadership, Organization, Goal Oriented, Time Management, Event Planning, Facebook, Research, Sales, Teamwork, Customer Satisfaction, Social Networking, Data Entry, Marketing, PowerPoint, Microsoft Word, Microsoft Office
Education
Northwest Missouri State University 2013 — 2015
Master of Business Administration (MBA), Business Management, Marketing
Northwest Missouri State University 2009 — 2013
Bachelor of Science, Business Management and Marketing
Waddell & Reed March 2015 - Present
Waddell & Reed July 2013 - Present
Amy’s Hallmark June 2011 - August 2013
Custodian, Dr. Cochran’s Dentistry January 2008 - August 2009
Skills
Customer Service, Friendly Demeanor, Leadership, Organization, Goal Oriented, Time Management, Event Planning, Facebook, Research, Sales, Teamwork, Customer Satisfaction, Social Networking, Data Entry, Marketing, PowerPoint, Microsoft Word, Microsoft Office
Education
Northwest Missouri State University 2013 — 2015
Master of Business Administration (MBA), Business Management, Marketing
Northwest Missouri State University 2009 — 2013
Bachelor of Science, Business Management and Marketing
Adam Eadens Adam Eadens's Waddell & Reed Experience February 2008 - April 2010
Job Consultant at Humana
Industry Hospital & Health Care
Experience
Humana February 2012 - Present
Humana January 2011 - March 2012
News-Leader Media Group June 2010 - January 2011
Waddell & Reed February 2008 - April 2010
Springfield News-Leader December 2004 - February 2008
Arizona Daily Star June 2004 - August 2004
The Courier-Journal May 2003 - August 2003
Education
University of Louisville 2013 — 2018
Post Baccalaureate, Mathematics and Statistics
Missouri State University 2006 — 2007
Business Administration
Western Kentucky University 1999 — 2003
BA, News/Editorial Journalism
Humana February 2012 - Present
Humana January 2011 - March 2012
News-Leader Media Group June 2010 - January 2011
Waddell & Reed February 2008 - April 2010
Springfield News-Leader December 2004 - February 2008
Arizona Daily Star June 2004 - August 2004
The Courier-Journal May 2003 - August 2003
Education
University of Louisville 2013 — 2018
Post Baccalaureate, Mathematics and Statistics
Missouri State University 2006 — 2007
Business Administration
Western Kentucky University 1999 — 2003
BA, News/Editorial Journalism
Quinn Coan Quinn Coan's Waddell & Reed Experience October 2014 - March 2015
Job Investment Banking Intern at RCS Capital Corporation
Industry Financial Services
Experience
RCS Capital Corporation June 2015 - Present
Charles R. Blyth Fund August 2014 - May 2015
Green Bean Coffee Lounge April 2014 - May 2015
Waddell & Reed October 2014 - March 2015
Stroz Friedberg July 2014 - August 2014
Seattle Sounders FC June 2013 - August 2013
Self-Employed January 2013 - May 2013
Seattle Sounders FC June 2012 - August 2012
Skills
Microsoft Office, Coaching, Critical Thinking, Public Speaking, Event Planning, Social Networking, Teamwork, Time Management, Spanish-speaking, Microsoft Word, Microsoft Excel, PowerPoint, Academic Tutoring, Teaching, Technology, Statistical Data..., Current Affairs, Academic Research, Open Source Research, Economic Analysis, Economics, Spanish, Research, Social Media
Education
Occidental College 2011 — 2015
Bachelor's Degree, Diplomacy and World Affairs, Economics
University of Cambridge 2013 — 2014
Human, Social and Political Sciences - Politics & International Relations
RCS Capital Corporation June 2015 - Present
Charles R. Blyth Fund August 2014 - May 2015
Green Bean Coffee Lounge April 2014 - May 2015
Waddell & Reed October 2014 - March 2015
Stroz Friedberg July 2014 - August 2014
Seattle Sounders FC June 2013 - August 2013
Self-Employed January 2013 - May 2013
Seattle Sounders FC June 2012 - August 2012
Skills
Microsoft Office, Coaching, Critical Thinking, Public Speaking, Event Planning, Social Networking, Teamwork, Time Management, Spanish-speaking, Microsoft Word, Microsoft Excel, PowerPoint, Academic Tutoring, Teaching, Technology, Statistical Data..., Current Affairs, Academic Research, Open Source Research, Economic Analysis, Economics, Spanish, Research, Social Media
Education
Occidental College 2011 — 2015
Bachelor's Degree, Diplomacy and World Affairs, Economics
University of Cambridge 2013 — 2014
Human, Social and Political Sciences - Politics & International Relations
Kevin Beach Kevin Beach's Waddell & Reed Experience January 2011 - December 2013
Job
Industry Financial Services
Experience
The Home Depot November 2011 - June 2014
Waddell & Reed January 2011 - December 2013
Coppermark Bank August 2007 - May 2009
Skills
Microsoft Office, Customer Service, Microsoft Word, Microsoft Excel, Windows, Sales, Inventory Management, Retail, Financial Analysis, PowerPoint, Public Speaking, Finance, Investments
Education
University of Central Oklahoma 2004 — 2009
Bachelor of Applied Science (B.A.Sc.), Finance, General
Oklahoma City Community College 1993 — 1995
Associate's degree, Political Science and Government
The Home Depot November 2011 - June 2014
Waddell & Reed January 2011 - December 2013
Coppermark Bank August 2007 - May 2009
Skills
Microsoft Office, Customer Service, Microsoft Word, Microsoft Excel, Windows, Sales, Inventory Management, Retail, Financial Analysis, PowerPoint, Public Speaking, Finance, Investments
Education
University of Central Oklahoma 2004 — 2009
Bachelor of Applied Science (B.A.Sc.), Finance, General
Oklahoma City Community College 1993 — 1995
Associate's degree, Political Science and Government
Kym Hill's Waddell & Reed Experience February 2012 - Present
Job Senior Data Validation Associate at Waddell & Reed
Industry Financial Services
Experience
Waddell & Reed February 2012 - Present
Sugar and Spice Childcare June 2008 - January 2012
University of Central Missouri August 2006 - May 2008
Amateur Softball Association/USA Softball May 2006 - May 2007
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, DST TN3270, AWD, Siebel Financial..., FINRA, SEC, Affiliated computer..., Ceridian Payroll System, QuickBooks
Education
University of Central Missouri 2006 — 2008
Master's degree, Sports Business Administration
University of Central Missouri 2004 — 2006
Bachelor's degree, Physical Education: Corporate Fitness
Neosho County Community College 2004 — 2004
Associates degree, Associates of Science and Arts
St. Gregorys University 2002 — 2003
n/a, Health and Physical Education/Fitness
Waddell & Reed February 2012 - Present
Sugar and Spice Childcare June 2008 - January 2012
University of Central Missouri August 2006 - May 2008
Amateur Softball Association/USA Softball May 2006 - May 2007
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, DST TN3270, AWD, Siebel Financial..., FINRA, SEC, Affiliated computer..., Ceridian Payroll System, QuickBooks
Education
University of Central Missouri 2006 — 2008
Master's degree, Sports Business Administration
University of Central Missouri 2004 — 2006
Bachelor's degree, Physical Education: Corporate Fitness
Neosho County Community College 2004 — 2004
Associates degree, Associates of Science and Arts
St. Gregorys University 2002 — 2003
n/a, Health and Physical Education/Fitness
Amber Palumbo Amber Palumbo's Waddell & Reed Experience April 2011 - Present
Job Sr. HR Business Partner at Waddell & Reed
Industry Human Resources
Experience
Waddell & Reed April 2011 - Present
Helzberg Diamonds August 2007 - February 2011
Merrill Corporation January 2006 - August 2007
TriNet September 2005 - January 2006
Target October 2002 - June 2005
Zale May 2001 - October 2002
Target January 1999 - May 2001
Skills
Employee Relations
Education
Oklahoma State University
BS
Waddell & Reed April 2011 - Present
Helzberg Diamonds August 2007 - February 2011
Merrill Corporation January 2006 - August 2007
TriNet September 2005 - January 2006
Target October 2002 - June 2005
Zale May 2001 - October 2002
Target January 1999 - May 2001
Skills
Employee Relations
Education
Oklahoma State University
BS
Kassy Brough Kassy Brough's Waddell & Reed Experience 2011 - 2014
Job SelfStudy & Compliance Administrator at Western, CPE
Industry Education Management
Experience
Western CPE August 2014 - Present
Waddell & Reed 2011 - 2014
Montana State University-Northern Admissions September 2010 - January 2011
Coffee Hound June 2008 - 2011
Skills
Administrative..., Microsoft Office, Office Management, Time Management, Finance, Social Networking
Education
Montana State University-Northern 2010 — 2014
Bachelor and Associate, Business Administration and Management, General
Western CPE August 2014 - Present
Waddell & Reed 2011 - 2014
Montana State University-Northern Admissions September 2010 - January 2011
Coffee Hound June 2008 - 2011
Skills
Administrative..., Microsoft Office, Office Management, Time Management, Finance, Social Networking
Education
Montana State University-Northern 2010 — 2014
Bachelor and Associate, Business Administration and Management, General
Andy Aldredge's Waddell & Reed Experience April 2006 - September 2008
Job Financial Advisor at Compass Pointe Financial, LLC
Industry Financial Services
Experience
Compass Pointe Financial, LLC September 2008 - Present
Waddell & Reed April 2006 - September 2008
Skills
Not allowed to disclose...
Education
Oklahoma State University 2003 — 2006
Bachelor of Science (B.S.)
Compass Pointe Financial, LLC September 2008 - Present
Waddell & Reed April 2006 - September 2008
Skills
Not allowed to disclose...
Education
Oklahoma State University 2003 — 2006
Bachelor of Science (B.S.)
Stephen Wolff's Waddell & Reed Experience 2007 - 2009
Job Experienced Analyst Helping Businesses Increase Profit & Growth
Industry Financial Services
Experience
HYTORC CENTRAL January 2015 - Present
United States Air Force 2014 - 2015
QEP Energy Company 2012 - 2014
United States Air Force 2009 - 2012
Waddell & Reed 2007 - 2009
Bank SNB May 2005 - July 2005
Skills
Military, Strategic Planning, Customer Service, Public Speaking, Problem Solving, Financial Analysis, Team Leadership, Research, Supervisory Skills, PowerPoint, Security Clearance, New Business Development, Strategic Financial..., Government, System Administration, Leadership, Analysis, Training, Project Management, Accounting, Risk Assessment, Management, Software Documentation, Microsoft Office, Policy, Leadership Development, Risk Management, Project Planning, Division Orders, Title Opinions, Lease Documentation, Intelligence Analysis, Analyst Briefings, Nonprofits, Time Management, Marketing
Education
Oklahoma State University 2002 — 2008
Bachelor’s Degree, Finance & Commercial Bank Management
Ponca City High School 1998 — 2002
HYTORC CENTRAL January 2015 - Present
United States Air Force 2014 - 2015
QEP Energy Company 2012 - 2014
United States Air Force 2009 - 2012
Waddell & Reed 2007 - 2009
Bank SNB May 2005 - July 2005
Skills
Military, Strategic Planning, Customer Service, Public Speaking, Problem Solving, Financial Analysis, Team Leadership, Research, Supervisory Skills, PowerPoint, Security Clearance, New Business Development, Strategic Financial..., Government, System Administration, Leadership, Analysis, Training, Project Management, Accounting, Risk Assessment, Management, Software Documentation, Microsoft Office, Policy, Leadership Development, Risk Management, Project Planning, Division Orders, Title Opinions, Lease Documentation, Intelligence Analysis, Analyst Briefings, Nonprofits, Time Management, Marketing
Education
Oklahoma State University 2002 — 2008
Bachelor’s Degree, Finance & Commercial Bank Management
Ponca City High School 1998 — 2002
Janette Blood's Waddell & Reed Experience August 2011 - July 2014
Job Vice President Operations at PSC Group, LLC
Industry Information Technology and Services
Experience
PSC Group, LLC August 2014 - Present
Waddell & Reed August 2011 - July 2014
H&R Block May 2006 - July 2011
Independent Consultant 2002 - 2003
Ajilon 2000 - 2002
New Resources Consulting 1995 - 2000
Skills
Program Management, Strategic Planning, Change Management, Process Improvement, Risk Management, Vendor Management, SDLC, Project Management, Management Consulting, Cross-functional Team..., CRM, Collaborative Leadership, Team Building, Critical Thinking, Culture Change, Leading Change, Management, Strategy, Leadership, Team Leadership, Enterprise Architecture, Operations Management, Budgets, Business Process..., Business Analysis, Start-ups, Business Intelligence, Project Portfolio..., IT Management, Information Technology, Enterprise Software, PMO
Education
UMKC Bloch School of Business
Leadership Development Program
Ottawa University
BA Business Management
Mount Mary College
Pre-law, CLA/CLP certified
PSC Group, LLC August 2014 - Present
Waddell & Reed August 2011 - July 2014
H&R Block May 2006 - July 2011
Independent Consultant 2002 - 2003
Ajilon 2000 - 2002
New Resources Consulting 1995 - 2000
Skills
Program Management, Strategic Planning, Change Management, Process Improvement, Risk Management, Vendor Management, SDLC, Project Management, Management Consulting, Cross-functional Team..., CRM, Collaborative Leadership, Team Building, Critical Thinking, Culture Change, Leading Change, Management, Strategy, Leadership, Team Leadership, Enterprise Architecture, Operations Management, Budgets, Business Process..., Business Analysis, Start-ups, Business Intelligence, Project Portfolio..., IT Management, Information Technology, Enterprise Software, PMO
Education
UMKC Bloch School of Business
Leadership Development Program
Ottawa University
BA Business Management
Mount Mary College
Pre-law, CLA/CLP certified
Leon Jenkins Leon Jenkins's Waddell & Reed Experience 2000 - 2004
Job EditorinChief of Empower Magazine, President/CEO of BPBCC, Inc.
Industry Nonprofit Organization Management
Experience
Bethel's Place Black Chamber of Commerce, Inc. October 2010 - Present
"I Woke Up This Morning" October 2014 - Present
Empower Magazine June 2011 - Present
Belhaven University January 2000 - Present
Men For Change, Inc. January 2000 - Present
Waddell & Reed 2000 - 2004
US Army April 1976 - October 1998
Skills
Leadership Development, New Business Development, Business Management, Strategic Planning, Process Improvement, Social Media, Program Management, Team Building, Public Speaking, Sales Management, Project Management, Management, Customer Service, Team Leadership, Event Planning, Business Planning, Management Consulting, Event Management, Marketing Strategy, Recruiting, Budgets, Change Management, Leadership, Entrepreneurship, Coaching, Public Relations, Business Strategy, Non-profits, Training, Organizational..., Start-ups, Business Development, Employee Relations, Project Planning, Analysis, Operations Management, Healthcare, Small Business, Community Outreach, Staff Development, Team Management, Teaching, Nonprofits, Research, Social Networking, Fundraising, Marketing, Contract Negotiation, Supervisory Skills, Government
Education
Oklahoma City University 1984 — 1986
Masters Degree, Business Administration
University of Dayton 1972 — 1976
BS, Business Management
Bethel's Place Black Chamber of Commerce, Inc. October 2010 - Present
"I Woke Up This Morning" October 2014 - Present
Empower Magazine June 2011 - Present
Belhaven University January 2000 - Present
Men For Change, Inc. January 2000 - Present
Waddell & Reed 2000 - 2004
US Army April 1976 - October 1998
Skills
Leadership Development, New Business Development, Business Management, Strategic Planning, Process Improvement, Social Media, Program Management, Team Building, Public Speaking, Sales Management, Project Management, Management, Customer Service, Team Leadership, Event Planning, Business Planning, Management Consulting, Event Management, Marketing Strategy, Recruiting, Budgets, Change Management, Leadership, Entrepreneurship, Coaching, Public Relations, Business Strategy, Non-profits, Training, Organizational..., Start-ups, Business Development, Employee Relations, Project Planning, Analysis, Operations Management, Healthcare, Small Business, Community Outreach, Staff Development, Team Management, Teaching, Nonprofits, Research, Social Networking, Fundraising, Marketing, Contract Negotiation, Supervisory Skills, Government
Education
Oklahoma City University 1984 — 1986
Masters Degree, Business Administration
University of Dayton 1972 — 1976
BS, Business Management
Brad Kraft Brad Kraft's Waddell & Reed Experience September 2001 - January 2004
Job President Ascensus Trust
Industry Financial Services
Experience
Ascensus Trust Company May 2015 - Present
Ascensus November 2012 - May 2015
Ascensus Trust Company January 2004 - November 2012
Waddell & Reed September 2001 - January 2004
Skills
Investments, Financial Analysis, Mutual Funds, Retirement Planning, Financial Planning, Retirement, Financial Services, Finance, Asset Management, Financial Reporting, Securities, Portfolio Management, Accounting, Cash Management, Corporate Finance
Education
North Dakota State University 2004 — 2006
Master of Business Administration (MBA)
North Dakota State University 1996 — 2001
Bachelor of Accountancy, Accounting
Ascensus Trust Company May 2015 - Present
Ascensus November 2012 - May 2015
Ascensus Trust Company January 2004 - November 2012
Waddell & Reed September 2001 - January 2004
Skills
Investments, Financial Analysis, Mutual Funds, Retirement Planning, Financial Planning, Retirement, Financial Services, Finance, Asset Management, Financial Reporting, Securities, Portfolio Management, Accounting, Cash Management, Corporate Finance
Education
North Dakota State University 2004 — 2006
Master of Business Administration (MBA)
North Dakota State University 1996 — 2001
Bachelor of Accountancy, Accounting
Jonathan Stavros Jonathan Stavros's Waddell & Reed Experience January 2014 - April 2014
Job Support Consultant at Solver
Industry Information Technology and Services
Experience
Solver July 2015 - Present
Epic June 2014 - June 2015
Waddell & Reed January 2014 - April 2014
Occidental College 2010 - 2014
Linn County General Services July 2013 - August 2013
Fullbridge June 2013 - June 2013
Cogan Owens Cogan, LLC June 2012 - August 2012
Skills
Microsoft Office, Public Speaking, Research, Microsoft Word, PowerPoint, Leadership, Public Relations, Fundraising, Publicity, Facebook, Event Planning, Microsoft Excel, Marketing, Teamwork, Data Analysis
Education
Occidental College 2010 — 2014
Bachelor of Arts (BA), History
Solver July 2015 - Present
Epic June 2014 - June 2015
Waddell & Reed January 2014 - April 2014
Occidental College 2010 - 2014
Linn County General Services July 2013 - August 2013
Fullbridge June 2013 - June 2013
Cogan Owens Cogan, LLC June 2012 - August 2012
Skills
Microsoft Office, Public Speaking, Research, Microsoft Word, PowerPoint, Leadership, Public Relations, Fundraising, Publicity, Facebook, Event Planning, Microsoft Excel, Marketing, Teamwork, Data Analysis
Education
Occidental College 2010 — 2014
Bachelor of Arts (BA), History
Ann Pye's Waddell & Reed Experience June 1997 - November 1999
Job Sales Consultant at StratMedical, Inc
Industry Medical Devices
Experience
Independence School District 2005 - June 2014
Seneca School District July 2002 - June 2005
Joplin School District November 1999 - June 2002
Waddell & Reed June 1997 - November 1999
Skills
Elementary Education, Staff Development, Curriculum Design, Educational Leadership, Classroom, Curriculum Development, Teaching, Strategic Planning, Sales, Training, Microsoft Office, Customer Service, PowerPoint, Leadership, Budgets, Management
Education
Missouri State University
Educational Specialist-Leadership Administration
University of St. Thomas
Master's Degree, Curriculum and Instruction Education
St. Cloud State University
Bachelor's Degree, Elementary Education
Independence School District 2005 - June 2014
Seneca School District July 2002 - June 2005
Joplin School District November 1999 - June 2002
Waddell & Reed June 1997 - November 1999
Skills
Elementary Education, Staff Development, Curriculum Design, Educational Leadership, Classroom, Curriculum Development, Teaching, Strategic Planning, Sales, Training, Microsoft Office, Customer Service, PowerPoint, Leadership, Budgets, Management
Education
Missouri State University
Educational Specialist-Leadership Administration
University of St. Thomas
Master's Degree, Curriculum and Instruction Education
St. Cloud State University
Bachelor's Degree, Elementary Education
Jacob Peace Jacob Peace's Waddell & Reed Experience May 2014 - August 2014
Job Fulltime Student
Industry Financial Services
Experience
Waddell & Reed May 2014 - August 2014
OMNI Carpet Cleaning & Water Restoration Co. June 2013 - August 2013
Northwestern Mutual May 2013 - June 2013
Thomas Ryan Law Office May 2011 - August 2011
Skills
Microsoft Excel, Microsoft Word, Financial Accounting, Insurance, Teamwork, Financial Analysis, PowerPoint, Finance, Customer Service, Investments, Microsoft Office, Outlook, Risk Management, Management, Banking, Time Management
Education
Oklahoma State University 2012 — 2015
Accounting and Finance
New Mexico State University 2011 — 2012
Business Administration and Management, General
Waddell & Reed May 2014 - August 2014
OMNI Carpet Cleaning & Water Restoration Co. June 2013 - August 2013
Northwestern Mutual May 2013 - June 2013
Thomas Ryan Law Office May 2011 - August 2011
Skills
Microsoft Excel, Microsoft Word, Financial Accounting, Insurance, Teamwork, Financial Analysis, PowerPoint, Finance, Customer Service, Investments, Microsoft Office, Outlook, Risk Management, Management, Banking, Time Management
Education
Oklahoma State University 2012 — 2015
Accounting and Finance
New Mexico State University 2011 — 2012
Business Administration and Management, General
Cassie Ragadio Cassie Ragadio's Waddell & Reed Experience January 2013 - April 2013
Job Sales Representative at Liberty Mutual Insurance
Industry Insurance
Experience
Liberty Mutual Insurance January 2014 - Present
State Farm June 2013 - January 2014
Waddell & Reed January 2013 - April 2013
Skills
Sales, Insurance, Customer Service, Public Speaking, English, Leadership, PowerPoint, Outlook, Finance, Recruiting, Sales Management, Training, Time Management, Employee Benefits, Fixed Annuities
Education
Missouri State University 2008 — 2012
Bachelor of Science, Psychology
Missouri State University 2008 — 2012
Bachelor of Science (BS), Psychology
Liberty Mutual Insurance January 2014 - Present
State Farm June 2013 - January 2014
Waddell & Reed January 2013 - April 2013
Skills
Sales, Insurance, Customer Service, Public Speaking, English, Leadership, PowerPoint, Outlook, Finance, Recruiting, Sales Management, Training, Time Management, Employee Benefits, Fixed Annuities
Education
Missouri State University 2008 — 2012
Bachelor of Science, Psychology
Missouri State University 2008 — 2012
Bachelor of Science (BS), Psychology
Craig Lindo Craig Lindo's Waddell & Reed Experience August 2010 - March 2012
Job Head Cashier at Metropolitan State University
Industry Financial Services
Experience
Metropolitan State University April 2012 - Present
Waddell & Reed August 2010 - March 2012
Integrated Incorporated Wealth Advisors March 2010 - June 2010
Wells Fargo March 2009 - May 2009
Ameriprise Financial Services, Inc. September 2007 - March 2008
Ameriprise Financial, Inc July 2005 - September 2007
Ameriprise Financial, Inc. October 1993 - July 2005
Ameriprise Financial Services, Inc. March 1991 - October 1993
Ameriprise Financial Services, Inc. October 1989 - March 1991
Skills
Bloomberg, Mutual Funds, Securities, Asset Management, Compliance, Investment Advisory, Investments, Stocks, Equities, Options, Reporting & Analysis, Personal Finance, Excel, Series 6, Accounting
Education
Minnesota State University, Mankato 1986 — 1988
B.S., Finance, Management, Economics
Normandale Community College 1983 — 1986
Associates of Arts, General Educational Requirements
Metropolitan State University April 2012 - Present
Waddell & Reed August 2010 - March 2012
Integrated Incorporated Wealth Advisors March 2010 - June 2010
Wells Fargo March 2009 - May 2009
Ameriprise Financial Services, Inc. September 2007 - March 2008
Ameriprise Financial, Inc July 2005 - September 2007
Ameriprise Financial, Inc. October 1993 - July 2005
Ameriprise Financial Services, Inc. March 1991 - October 1993
Ameriprise Financial Services, Inc. October 1989 - March 1991
Skills
Bloomberg, Mutual Funds, Securities, Asset Management, Compliance, Investment Advisory, Investments, Stocks, Equities, Options, Reporting & Analysis, Personal Finance, Excel, Series 6, Accounting
Education
Minnesota State University, Mankato 1986 — 1988
B.S., Finance, Management, Economics
Normandale Community College 1983 — 1986
Associates of Arts, General Educational Requirements
Jonathan Stears Jonathan Stears's Waddell & Reed Experience August 2012 - November 2013
Job Financial Services
Industry Financial Services
Experience
COUNTRY Financial® March 2014 - Present
OptionsHouse December 2013 - March 2014
Waddell & Reed August 2012 - November 2013
Waddell & Reed May 2010 - August 2012
Waddell & Reed May 2008 - May 2010
The Great American Bagel June 2004 - May 2010
Kmart Corporation June 2006 - December 2006
Skills
Public Speaking, PowerPoint, Leadership Development, Training, Customer Service, Outlook, Analysis, Leadership, Risk Management, Time Management, Data Analysis, Investments, Finance
Education
Northern Illinois University 2006 — 2010
Bachelor of Science (BS), Management - Organizational Management
Lyons Township High School 2002 — 2006
COUNTRY Financial® March 2014 - Present
OptionsHouse December 2013 - March 2014
Waddell & Reed August 2012 - November 2013
Waddell & Reed May 2010 - August 2012
Waddell & Reed May 2008 - May 2010
The Great American Bagel June 2004 - May 2010
Kmart Corporation June 2006 - December 2006
Skills
Public Speaking, PowerPoint, Leadership Development, Training, Customer Service, Outlook, Analysis, Leadership, Risk Management, Time Management, Data Analysis, Investments, Finance
Education
Northern Illinois University 2006 — 2010
Bachelor of Science (BS), Management - Organizational Management
Lyons Township High School 2002 — 2006
Eric Grooms's Waddell & Reed Experience August 2012 - Present
Job Client Service Representative at Waddell & Reed
Industry Graphic Design
Experience
Waddell & Reed August 2012 - Present
City of Gladstone, Municipal Pool May 2006 - August 2012
Gladstone Community Center August 2011 - May 2012
Chipotle Mexican Grille September 2007 - March 2011
Wright/Laird Casting May 2009 - August 2009
Skills
Teamwork, Photoshop, Adobe Creative Suite, InDesign, Illustrator, Graphic Design, Team Management, Teaching, Coaching, Management, Leadership, Social Media, Process Scheduler, Social Networking
Education
Missouri State University 2006 — 2010
BFA, Design/Illustrations
St. Pius X High School 2002 — 2006
hs diploma, college prep
Waddell & Reed August 2012 - Present
City of Gladstone, Municipal Pool May 2006 - August 2012
Gladstone Community Center August 2011 - May 2012
Chipotle Mexican Grille September 2007 - March 2011
Wright/Laird Casting May 2009 - August 2009
Skills
Teamwork, Photoshop, Adobe Creative Suite, InDesign, Illustrator, Graphic Design, Team Management, Teaching, Coaching, Management, Leadership, Social Media, Process Scheduler, Social Networking
Education
Missouri State University 2006 — 2010
BFA, Design/Illustrations
St. Pius X High School 2002 — 2006
hs diploma, college prep
Daniel Rothra Daniel Rothra's Waddell & Reed Experience May 2011 - January 2014
Job Legacy Family Coaching Lead Coach & Encourager
Industry Professional Training & Coaching
Experience
Legacy Family Coaching September 2014 - Present
South Atlantic District of the C&MA 2014 - Present
North Carolina Theatre 2012 - Present
First Alliance Church October 1997 - Present
Waddell & Reed May 2011 - January 2014
Federal Express November 2005 - February 2013
RWHRMA April 2013 - 2013
Triangle theatre trips 2012 - 2013
Daniel Rothra Photography 2004 - 2013
Starbucks Coffee Company January 2004 - April 2005
Skills
Customer Service, Non-profits, Leadership, Public Speaking, Project Planning, Event Planning, Strategic Planning, Coaching, Leadership Development, Training, Team Building, Team Leadership, Public Relations, Volunteer Management, Conflict Resolution, Nonprofits, Small Business, Youth Leadership, Discipleship, Investment Strategies, Financial Advisory, Pastoring, Independent Financial...
Education
Southeastern Baptist Theological Seminary 2001 — 2011
MDiv, Christian Ministries
Nyack College 1987 — 1991
BA, Psychology
Legacy Family Coaching September 2014 - Present
South Atlantic District of the C&MA 2014 - Present
North Carolina Theatre 2012 - Present
First Alliance Church October 1997 - Present
Waddell & Reed May 2011 - January 2014
Federal Express November 2005 - February 2013
RWHRMA April 2013 - 2013
Triangle theatre trips 2012 - 2013
Daniel Rothra Photography 2004 - 2013
Starbucks Coffee Company January 2004 - April 2005
Skills
Customer Service, Non-profits, Leadership, Public Speaking, Project Planning, Event Planning, Strategic Planning, Coaching, Leadership Development, Training, Team Building, Team Leadership, Public Relations, Volunteer Management, Conflict Resolution, Nonprofits, Small Business, Youth Leadership, Discipleship, Investment Strategies, Financial Advisory, Pastoring, Independent Financial...
Education
Southeastern Baptist Theological Seminary 2001 — 2011
MDiv, Christian Ministries
Nyack College 1987 — 1991
BA, Psychology
Antoinette Lucas Antoinette Lucas's Waddell & Reed Experience August 2001 - August 2002
Job Financial Advisor Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2015 - Present
Boys and Girls Clubs of America 2015 - 2015
Mutual of Omaha April 2013 - May 2014
James Madison University January 2004 - October 2013
Olympian-'96 Field Hockey January 1990 - October 2002
Waddell & Reed August 2001 - August 2002
Northeastern University August 1999 - April 2001
The Home Depot April 1995 - August 1999
Duke University August 1996 - June 1999
Skills
Higher Education, Teaching, Public Speaking, Student Affairs, Community Outreach, Program Development, Fundraising, Event Planning, Sports Management, Curriculum Development, Research, Sports, Curriculum Design, Coaching, Staff Development, Nonprofits, Leadership, Sales, Customer Service, Social Media
Education
Northwestern University 1987 — 1992
BS, Psychology
Morgan Stanley June 2015 - Present
Boys and Girls Clubs of America 2015 - 2015
Mutual of Omaha April 2013 - May 2014
James Madison University January 2004 - October 2013
Olympian-'96 Field Hockey January 1990 - October 2002
Waddell & Reed August 2001 - August 2002
Northeastern University August 1999 - April 2001
The Home Depot April 1995 - August 1999
Duke University August 1996 - June 1999
Skills
Higher Education, Teaching, Public Speaking, Student Affairs, Community Outreach, Program Development, Fundraising, Event Planning, Sports Management, Curriculum Development, Research, Sports, Curriculum Design, Coaching, Staff Development, Nonprofits, Leadership, Sales, Customer Service, Social Media
Education
Northwestern University 1987 — 1992
BS, Psychology
Dan Hendrix Dan Hendrix's Waddell & Reed Experience December 2002 - December 2004
Job Staff Accountant at Lennar
Industry Financial Services
Experience
Lennar May 2014 - Present
Lee County School District February 2014 - May 2014
FedEx October 2013 - May 2014
University of Missouri - St. Louis February 2012 - August 2013
State of Missouri October 2010 - February 2012
State of Missouri August 2009 - October 2010
Missouri Baptist Foundation February 2005 - July 2009
George Sutton, Senior Financial Advisor, Waddell & Reed August 2002 - January 2005
Waddell & Reed December 2002 - December 2004
Skills
Microsoft Office, PeopleSoft, Microsoft CRM, Sunguard, Customer Service, 10 Key, Finance, Payroll
Education
Missouri State University 1998 — 2002
Bachelor of Science (BS), Finance
Lennar May 2014 - Present
Lee County School District February 2014 - May 2014
FedEx October 2013 - May 2014
University of Missouri - St. Louis February 2012 - August 2013
State of Missouri October 2010 - February 2012
State of Missouri August 2009 - October 2010
Missouri Baptist Foundation February 2005 - July 2009
George Sutton, Senior Financial Advisor, Waddell & Reed August 2002 - January 2005
Waddell & Reed December 2002 - December 2004
Skills
Microsoft Office, PeopleSoft, Microsoft CRM, Sunguard, Customer Service, 10 Key, Finance, Payroll
Education
Missouri State University 1998 — 2002
Bachelor of Science (BS), Finance
Joe Petralia Joe Petralia's Waddell & Reed Experience April 2009 - January 2011
Job Loan Officer at Genesee Regional Bank (GRB)
Industry Financial Services
Experience
Genesee Regional Bank November 2013 - Present
First Rochester Mortgage May 2013 - November 2013
Guaranteed Home Mortgage Company, Inc. March 2012 - May 2013
HSBC January 2011 - March 2012
Waddell & Reed April 2009 - January 2011
Skills
Investments, Financial Analysis, Mortgage Lending, Management, Contract Negotiation, Commercial Lending, Finance, Loan Origination, Mortgage Banking, Residential Mortgages, Refinance, FHA, VA loans, Investment Properties, Credit Analysis, Loans, First Time Home Buyers
Education
Saint John Fisher College 2009 — 2010
Master of Business Administration (M.B.A.), Management
Saint John Fisher College 2007 — 2009
Bachelor's degree, Corporate Finance
Monroe Community College 2005 — 2007
Associate's degree, Accounting
Genesee Regional Bank November 2013 - Present
First Rochester Mortgage May 2013 - November 2013
Guaranteed Home Mortgage Company, Inc. March 2012 - May 2013
HSBC January 2011 - March 2012
Waddell & Reed April 2009 - January 2011
Skills
Investments, Financial Analysis, Mortgage Lending, Management, Contract Negotiation, Commercial Lending, Finance, Loan Origination, Mortgage Banking, Residential Mortgages, Refinance, FHA, VA loans, Investment Properties, Credit Analysis, Loans, First Time Home Buyers
Education
Saint John Fisher College 2009 — 2010
Master of Business Administration (M.B.A.), Management
Saint John Fisher College 2007 — 2009
Bachelor's degree, Corporate Finance
Monroe Community College 2005 — 2007
Associate's degree, Accounting
Ryan A. Wharton, CFP®'s Waddell & Reed Experience July 2009 - March 2010
Job Investment Consultant at TD Ameritrade
Industry Investment Management
Experience
TD Ameritrade October 2015 - Present
TD Ameritrade August 2011 - September 2015
Fifth Third Bank March 2010 - July 2011
Waddell & Reed July 2009 - March 2010
Fidelity Investments November 2002 - July 2009
Skills
Wealth Management, Asset Allocation, Investments, Retirement Planning, Investment Advisory, Portfolio Management, Asset Management, Investment Management, Relationship Management, Investment Strategies, Series 7, Series 63, Capital Markets, Strategic Financial..., Equities, Financial Analysis, Series 65, Hedge Funds, Options
Education
Xavier University 2008 — 2009
Executive Certificate, Financial Planning
Xavier University 2005 — 2007
Master of Business Administration, Finance
Northern Kentucky University 2000 — 2004
Bachelor of Science, Economics
TD Ameritrade October 2015 - Present
TD Ameritrade August 2011 - September 2015
Fifth Third Bank March 2010 - July 2011
Waddell & Reed July 2009 - March 2010
Fidelity Investments November 2002 - July 2009
Skills
Wealth Management, Asset Allocation, Investments, Retirement Planning, Investment Advisory, Portfolio Management, Asset Management, Investment Management, Relationship Management, Investment Strategies, Series 7, Series 63, Capital Markets, Strategic Financial..., Equities, Financial Analysis, Series 65, Hedge Funds, Options
Education
Xavier University 2008 — 2009
Executive Certificate, Financial Planning
Xavier University 2005 — 2007
Master of Business Administration, Finance
Northern Kentucky University 2000 — 2004
Bachelor of Science, Economics
Leandra Hill Leandra Hill's Waddell & Reed Experience 2006 - 2007
Job Customer Service at WealthVest Marketing
Industry Financial Services
Experience
WealthVest Marketing October 2009 - Present
Leandra Hill 2001 - 2014
Wells Fargo Bank 2007 - 2009
Waddell & Reed 2006 - 2007
"24" 2002 - 2004
Skills
Retirement Planning, Performing Arts, Insurance, Acting, Singing, Fixed Annuities, Financial Services, Investments, Long-term Care, Retirement, Life Insurance, Marketing, Public Speaking, 401k, New Business Development, Series 7, Wealth Management, Strategic Financial..., Mutual Funds, Strategy, Digital Marketing, Sales, Business Development, Financial Planning, Marketing Strategy, Customer Relations, Customer Service
Education
Montana State University-Bozeman 2007 — 2011
Music Ed K-12, Music Teacher Education
Montana State University-Bozeman 1997 — 2001
Music Ed K-12, Music Education and Performance
United States International University San Diego campus 1991 — 1993
Musical Theater
Idyllwild Arts Academy 1988 — 1989
General Fine Arts degree , Musical Theatre
La Jolla Country Day
college prep
WealthVest Marketing October 2009 - Present
Leandra Hill 2001 - 2014
Wells Fargo Bank 2007 - 2009
Waddell & Reed 2006 - 2007
"24" 2002 - 2004
Skills
Retirement Planning, Performing Arts, Insurance, Acting, Singing, Fixed Annuities, Financial Services, Investments, Long-term Care, Retirement, Life Insurance, Marketing, Public Speaking, 401k, New Business Development, Series 7, Wealth Management, Strategic Financial..., Mutual Funds, Strategy, Digital Marketing, Sales, Business Development, Financial Planning, Marketing Strategy, Customer Relations, Customer Service
Education
Montana State University-Bozeman 2007 — 2011
Music Ed K-12, Music Teacher Education
Montana State University-Bozeman 1997 — 2001
Music Ed K-12, Music Education and Performance
United States International University San Diego campus 1991 — 1993
Musical Theater
Idyllwild Arts Academy 1988 — 1989
General Fine Arts degree , Musical Theatre
La Jolla Country Day
college prep
Trevor Schultz Trevor Schultz's Waddell & Reed Experience June 2010 - March 2012
Job Business Development Consultant at ComPsych
Industry Human Resources
Experience
ComPsych May 2014 - Present
The Heartland Group March 2012 - February 2014
Waddell & Reed June 2010 - March 2012
Skills
Asset Allocation, Business Development, IRAs, Finance, Financial Planners, Financial Goals, Fixed Annuities, Strategic Planning, Management, Financial Planning, Customer Service, PowerPoint, Social Media, Microsoft Excel, Leadership, Event Planning, Microsoft Office
Education
Northwestern University 2003 — 2007
Bachelor of Arts (B.A.), Sociology
ComPsych May 2014 - Present
The Heartland Group March 2012 - February 2014
Waddell & Reed June 2010 - March 2012
Skills
Asset Allocation, Business Development, IRAs, Finance, Financial Planners, Financial Goals, Fixed Annuities, Strategic Planning, Management, Financial Planning, Customer Service, PowerPoint, Social Media, Microsoft Excel, Leadership, Event Planning, Microsoft Office
Education
Northwestern University 2003 — 2007
Bachelor of Arts (B.A.), Sociology
Jackie Mitchell Edwards Jackie Mitchell Edwards's Waddell & Reed Experience March 2003 - December 2005
Job Independent Branch Leader and Financial Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab August 2012 - Present
The Paso del Norte Group July 2010 - December 2011
Merrill Lynch January 2006 - July 2010
Waddell & Reed March 2003 - December 2005
JME Studios (now JME Art Studio) 2000 - 2005
Dow Jones & Company 1992 - 1998
Siemens Corporation 1988 - 1991
Debevoise & Plimpton law firm 1983 - 1988
U.S. House of Representatives 1979 - 1980
The Brookings Institution January 1979 - August 1979
Skills
Series 7, Retirement Planning, Wealth Management, Series 63, Series 24, Insurance, Investments, Certified Investment..., Strategic Financial..., Series 65, Financial Planning, Chartered Retirement..., Series 9/10, Public Speaking, Strategic Planning
Education
New York University School of Law 1980 — 1983
JD, Law
Princeton University 1974 — 1978
BA, Woodrow Wilson School of Public and International Affairs
Charles Schwab August 2012 - Present
The Paso del Norte Group July 2010 - December 2011
Merrill Lynch January 2006 - July 2010
Waddell & Reed March 2003 - December 2005
JME Studios (now JME Art Studio) 2000 - 2005
Dow Jones & Company 1992 - 1998
Siemens Corporation 1988 - 1991
Debevoise & Plimpton law firm 1983 - 1988
U.S. House of Representatives 1979 - 1980
The Brookings Institution January 1979 - August 1979
Skills
Series 7, Retirement Planning, Wealth Management, Series 63, Series 24, Insurance, Investments, Certified Investment..., Strategic Financial..., Series 65, Financial Planning, Chartered Retirement..., Series 9/10, Public Speaking, Strategic Planning
Education
New York University School of Law 1980 — 1983
JD, Law
Princeton University 1974 — 1978
BA, Woodrow Wilson School of Public and International Affairs
Jennifer Rountree's Waddell & Reed Experience August 1999 - October 2004
Job Carrier Compliance Analyst at Ryan Transportation
Industry Logistics and Supply Chain
Experience
Ryan Transportation Service, Inc. December 2013 - Present
IAC October 2004 - December 2013
Waddell & Reed August 1999 - October 2004
Skills
Supply Chain, Logistics, Supply Chain Management
Education
University Of Missouri 1996 — 1999
Missouri Western State University 1994 — 1996
Ryan Transportation Service, Inc. December 2013 - Present
IAC October 2004 - December 2013
Waddell & Reed August 1999 - October 2004
Skills
Supply Chain, Logistics, Supply Chain Management
Education
University Of Missouri 1996 — 1999
Missouri Western State University 1994 — 1996
Katie Holthaus Katie Holthaus's Waddell & Reed Experience December 2014 - Present
Job Division Admin at Waddell & Reed
Industry Financial Services
Experience
Waddell & Reed December 2014 - Present
Capital City Catering and Event Planning August 2014 - November 2014
IGS Energy June 2012 - July 2014
Speedway, LLC June 2011 - August 2011
GE June 2010 - August 2010
GE June 2009 - September 2009
The Cincinnati Reds May 2008 - September 2008
Skills
Customer Service, Account Management, Management, Leadership, Retail, Sales, Negotiation
Education
The Ralph and Luci Schey Sales Centre, College of Business at Ohio University 2010 — 2012
Ohio University 2008 — 2012
Bachelor, Business Administration, Marketing
Waddell & Reed December 2014 - Present
Capital City Catering and Event Planning August 2014 - November 2014
IGS Energy June 2012 - July 2014
Speedway, LLC June 2011 - August 2011
GE June 2010 - August 2010
GE June 2009 - September 2009
The Cincinnati Reds May 2008 - September 2008
Skills
Customer Service, Account Management, Management, Leadership, Retail, Sales, Negotiation
Education
The Ralph and Luci Schey Sales Centre, College of Business at Ohio University 2010 — 2012
Ohio University 2008 — 2012
Bachelor, Business Administration, Marketing
Colby Branstine Colby Branstine's Waddell & Reed Experience May 2014 - Present
Job Intern at Waddell & Reed
Industry Financial Services
Experience
Waddell & Reed May 2014 - Present
Sigma Phi Epsilon Fraternity November 2012 - November 2013
Missouri American Water July 2013 - August 2013
Ball's Price Chopper March 2009 - August 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Teamwork, Time Management, Public Speaking, Leadership, Team Leadership, Research, Social Media, Outlook, Event Planning, Social Networking, Facebook, Critical Thinking, Customer Satisfaction
Education
Northwest Missouri State University 2011 — 2015
Bachelor of Science, Financial Management, 3.7 Cumulative GPA
Northwest Missouri State University 2011 — 2015
Bachelor's degree, Finance and Financial Management Services
Waddell & Reed May 2014 - Present
Sigma Phi Epsilon Fraternity November 2012 - November 2013
Missouri American Water July 2013 - August 2013
Ball's Price Chopper March 2009 - August 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Teamwork, Time Management, Public Speaking, Leadership, Team Leadership, Research, Social Media, Outlook, Event Planning, Social Networking, Facebook, Critical Thinking, Customer Satisfaction
Education
Northwest Missouri State University 2011 — 2015
Bachelor of Science, Financial Management, 3.7 Cumulative GPA
Northwest Missouri State University 2011 — 2015
Bachelor's degree, Finance and Financial Management Services
Keith Valentine Keith Valentine's Waddell & Reed Experience April 1998 - November 1999
Job Branch Manager at Eagle Home Mortgage
Industry Financial Services
Experience
Eagle Home Mortgage July 2014 - Present
Banc Home Loans June 2013 - July 2014
Three Rivers Bank of Montana January 2003 - June 2013
Wells Fargo Financial November 1999 - January 2003
Waddell & Reed April 1998 - November 1999
Skills
Finance, Real Estate Transactions, Loans, Commercial Lending, Loan Origination, Credit, Mortgage Lending, Banking, Credit Analysis, Refinance, Underwriting, Risk Management, Financial Analysis, Investments, Real Estate, Investment Properties, Management, Strategic Planning, Real Estate Financing, Insurance, FHA, Accounting, Strategic Financial..., Customer Service, New Business Development, Mortgage Banking, Asset Managment, Property & Casualty..., Business Development, USDA, Residential Mortgages, VA loans, FHA financing, Construction Loans, Government Loans, Reverse Mortgages, Portfolio Management, First Time Home Buyers, Commercial Real Estate, Commercial Banking, Foreclosures, Small Business Lending, Short Sales, REO, Investors, Residential Homes, Selling, Wealth Management, FHA Financing, VA Loans
Education
Graduate School of Banking Colorado 2010 — 2012
Graduated with Honors, Banking
Montana State University-Bozeman 1992 — 1997
BS in Business, Finance & Marketing, w/ a minor in Accounting
Eagle Home Mortgage July 2014 - Present
Banc Home Loans June 2013 - July 2014
Three Rivers Bank of Montana January 2003 - June 2013
Wells Fargo Financial November 1999 - January 2003
Waddell & Reed April 1998 - November 1999
Skills
Finance, Real Estate Transactions, Loans, Commercial Lending, Loan Origination, Credit, Mortgage Lending, Banking, Credit Analysis, Refinance, Underwriting, Risk Management, Financial Analysis, Investments, Real Estate, Investment Properties, Management, Strategic Planning, Real Estate Financing, Insurance, FHA, Accounting, Strategic Financial..., Customer Service, New Business Development, Mortgage Banking, Asset Managment, Property & Casualty..., Business Development, USDA, Residential Mortgages, VA loans, FHA financing, Construction Loans, Government Loans, Reverse Mortgages, Portfolio Management, First Time Home Buyers, Commercial Real Estate, Commercial Banking, Foreclosures, Small Business Lending, Short Sales, REO, Investors, Residential Homes, Selling, Wealth Management, FHA Financing, VA Loans
Education
Graduate School of Banking Colorado 2010 — 2012
Graduated with Honors, Banking
Montana State University-Bozeman 1992 — 1997
BS in Business, Finance & Marketing, w/ a minor in Accounting
Jeff Dozier Jeff Dozier's Waddell & Reed Experience July 2013 - Present
Job Client Services Extraordinaire!
Industry Financial Services
Experience
Waddell & Reed July 2013 - Present
JPMorgan Chase January 2013 - July 2013
UMB Bank August 2012 - January 2013
Online Trading Academy November 2009 - August 2012
Waddell & Reed February 2007 - June 2008
Social Security Administration August 2004 - February 2007
Heartland Health February 1999 - June 2001
Skills
Writing, Public Speaking, Microsoft Office, Research, Photoshop, Stock Market, Customer Service, Financial Markets, Trading, Technical Analysis, Options, Commodity, Editing, Budgets, Sales, Program Management, Finance, Human Resources, Hold Series 7
Education
Missouri Western State University 1998 — 2003
Bachelor of Interdisciplinary Studies, Emphasis: Communication Studies, secondary emphasis: Technical Writing, GPA 3.797
Waddell & Reed July 2013 - Present
JPMorgan Chase January 2013 - July 2013
UMB Bank August 2012 - January 2013
Online Trading Academy November 2009 - August 2012
Waddell & Reed February 2007 - June 2008
Social Security Administration August 2004 - February 2007
Heartland Health February 1999 - June 2001
Skills
Writing, Public Speaking, Microsoft Office, Research, Photoshop, Stock Market, Customer Service, Financial Markets, Trading, Technical Analysis, Options, Commodity, Editing, Budgets, Sales, Program Management, Finance, Human Resources, Hold Series 7
Education
Missouri Western State University 1998 — 2003
Bachelor of Interdisciplinary Studies, Emphasis: Communication Studies, secondary emphasis: Technical Writing, GPA 3.797
Perry Johnston Perry Johnston's Waddell & Reed Experience March 2003 - March 2004
Job Business Manager at WinField Solutions
Industry Wholesale
Experience
Petemoss Grain, LLC October 2009 - Present
WinField Solutions August 2006 - Present
Central MT Propane January 2006 - December 2006
Moore Farmers Oil Company June 2005 - August 2006
Moore Farmers Oil Company March 2004 - May 2005
Waddell & Reed March 2003 - March 2004
United Ag Products April 2002 - September 2002
Dow AgroSciences April 2000 - August 2001
Northern Ag Research Center January 1999 - December 2000
Skills
Agriculture, Public Speaking, Dispute Resolution, Marketing, Budgets, Product Development, Management, Sales, Agronomy, Crop Protection, Finance, Sales Operations, Program Management, Commodity, Project Planning, Business Planning, Strategic Planning, Business Strategy, New Business Development, Sales Management, Marketing Strategy, Negotiation, Strategy, Public Relations, Market Analysis, Retail, Agribusiness, Leadership
Education
Montana State University-Northern 1998 — 2003
Bachelor of Applied Science (B.A.Sc.), Agriculture Operations Technology
Montana State University-Northern 1998 — 2003
Bachelor of Applied Science (B.A.Sc.), Business Technology
Montana State University-Northern 1998 — 2000
Associate of Science (A.S.), Agricultural Production Diesel Technician emphasis
Petemoss Grain, LLC October 2009 - Present
WinField Solutions August 2006 - Present
Central MT Propane January 2006 - December 2006
Moore Farmers Oil Company June 2005 - August 2006
Moore Farmers Oil Company March 2004 - May 2005
Waddell & Reed March 2003 - March 2004
United Ag Products April 2002 - September 2002
Dow AgroSciences April 2000 - August 2001
Northern Ag Research Center January 1999 - December 2000
Skills
Agriculture, Public Speaking, Dispute Resolution, Marketing, Budgets, Product Development, Management, Sales, Agronomy, Crop Protection, Finance, Sales Operations, Program Management, Commodity, Project Planning, Business Planning, Strategic Planning, Business Strategy, New Business Development, Sales Management, Marketing Strategy, Negotiation, Strategy, Public Relations, Market Analysis, Retail, Agribusiness, Leadership
Education
Montana State University-Northern 1998 — 2003
Bachelor of Applied Science (B.A.Sc.), Agriculture Operations Technology
Montana State University-Northern 1998 — 2003
Bachelor of Applied Science (B.A.Sc.), Business Technology
Montana State University-Northern 1998 — 2000
Associate of Science (A.S.), Agricultural Production Diesel Technician emphasis
Dominic DeBruin's Waddell & Reed Experience August 2005 - October 2012
Job Financial Consultant at LPL Financial
Industry Financial Services
Experience
LPL Financial October 2012 - Present
Out Of Order LLC, Management & Promotions June 2007 - Present
Waddell & Reed August 2005 - October 2012
Prudential Financial 2000 - 2004
Skills
Entertainment, Music, Event Management, Strategic Financial..., Management, Small Business, Social Networking, Event Planning, Customer Service, Music Industry, Entrepreneurship, Music Production, Corporate Events, Strategic Partnerships, Services Negotiation, Promotions, Financial Planning
Education
Monmouth University 1991 — 1993
B.S., Business
West Chester University of Pennsylvania 1989 — 1991
Business/Accounting
LPL Financial October 2012 - Present
Out Of Order LLC, Management & Promotions June 2007 - Present
Waddell & Reed August 2005 - October 2012
Prudential Financial 2000 - 2004
Skills
Entertainment, Music, Event Management, Strategic Financial..., Management, Small Business, Social Networking, Event Planning, Customer Service, Music Industry, Entrepreneurship, Music Production, Corporate Events, Strategic Partnerships, Services Negotiation, Promotions, Financial Planning
Education
Monmouth University 1991 — 1993
B.S., Business
West Chester University of Pennsylvania 1989 — 1991
Business/Accounting
Alan Beatty's Waddell & Reed Experience March 2013 - Present
Job Channel Development Manager at Waddell & Reed
Industry Investment Management
Experience
Waddell & Reed March 2013 - Present
HNTB January 2012 - February 2013
HNTB January 2009 - January 2012
American Century Investments February 2007 - November 2008
American Century Investments February 2004 - February 2007
American Century Investments April 2000 - February 2004
American Century Investments 1997 - 2000
American Century Investments 1994 - 1997
Intertec Publishing 1991 - 1994
State Street (previously IFTC) 1986 - 1990
Skills
Enterprise Resource..., ERP Project / Program..., Enterprise Software, ERP, Software Implementation, Functional..., Activity Based..., Business Intelligence, OBIEE, Corporate Financial..., Financial Analysis, Budget Analysis, Forecasting, Process Improvement, Process Automation, Corporate FP&A, PeopleSoft, Oracle E-Business Suite, Oracle ERP..., Project Management, Cross-functional Team..., Vendor Management, Budgets, Software Documentation, Analytics, Finance, Leadership, Oracle, Management, Business Analysis
Education
Rockhurst University 1987 — 1991
MBA
Northwest Missouri State University 1982 — 1986
B.S.
Cameron HIgh School 1978 — 1982
Waddell & Reed March 2013 - Present
HNTB January 2012 - February 2013
HNTB January 2009 - January 2012
American Century Investments February 2007 - November 2008
American Century Investments February 2004 - February 2007
American Century Investments April 2000 - February 2004
American Century Investments 1997 - 2000
American Century Investments 1994 - 1997
Intertec Publishing 1991 - 1994
State Street (previously IFTC) 1986 - 1990
Skills
Enterprise Resource..., ERP Project / Program..., Enterprise Software, ERP, Software Implementation, Functional..., Activity Based..., Business Intelligence, OBIEE, Corporate Financial..., Financial Analysis, Budget Analysis, Forecasting, Process Improvement, Process Automation, Corporate FP&A, PeopleSoft, Oracle E-Business Suite, Oracle ERP..., Project Management, Cross-functional Team..., Vendor Management, Budgets, Software Documentation, Analytics, Finance, Leadership, Oracle, Management, Business Analysis
Education
Rockhurst University 1987 — 1991
MBA
Northwest Missouri State University 1982 — 1986
B.S.
Cameron HIgh School 1978 — 1982
Richele Ross Richele Ross's Waddell & Reed Experience July 2010 - Present
Job Regulatory Accountant at Waddell & Reed Inc
Industry Investment Management
Experience
Waddell & Reed July 2010 - Present
Stowers Institute for Medical Research December 2008 - February 2010
American Century Investments October 1997 - November 2008
American Century Investments 1997 - 2008
Education
Missouri State University 1989 — 1993
BS, Finance
Waddell & Reed July 2010 - Present
Stowers Institute for Medical Research December 2008 - February 2010
American Century Investments October 1997 - November 2008
American Century Investments 1997 - 2008
Education
Missouri State University 1989 — 1993
BS, Finance
Bridget Murray Bridget Murray's Waddell & Reed Experience June 2003 - June 2004
Job Attorney, Owner at Bridget E. Murray, Attorney at Law
Industry Law Practice
Experience
CannonMurrayLaw, llc January 2014 - Present
Bridget E. Murray, Attorney at Law March 2010 - Present
CAST November 2008 - March 2010
Wellspring House October 2007 - October 2008
United Way of Massachusetts Bay 2007 - 2007
Bridget E. Murray, Attorney at Law January 2000 - 2007
Waddell & Reed June 2003 - June 2004
WomenVenture 2001 - 2004
State Street Corporation August 1994 - June 1997
Thomson Financial Services/SDC February 1990 - June 1994
Education
Suffolk University Law School 1994 — 1998
JD, Law
University of Alabama 2012 — 2014
LLM, Tax
Thunderbird School of Global Management 1988 — 1989
M.I.M., Japanese Business
Mount Holyoke College 1981 — 1985
BA, International Relations
The London School of Economics and Political Science (LSE) 1983 — 1984
International Relations
Gloucester High School
University of Alabama
CannonMurrayLaw, llc January 2014 - Present
Bridget E. Murray, Attorney at Law March 2010 - Present
CAST November 2008 - March 2010
Wellspring House October 2007 - October 2008
United Way of Massachusetts Bay 2007 - 2007
Bridget E. Murray, Attorney at Law January 2000 - 2007
Waddell & Reed June 2003 - June 2004
WomenVenture 2001 - 2004
State Street Corporation August 1994 - June 1997
Thomson Financial Services/SDC February 1990 - June 1994
Education
Suffolk University Law School 1994 — 1998
JD, Law
University of Alabama 2012 — 2014
LLM, Tax
Thunderbird School of Global Management 1988 — 1989
M.I.M., Japanese Business
Mount Holyoke College 1981 — 1985
BA, International Relations
The London School of Economics and Political Science (LSE) 1983 — 1984
International Relations
Gloucester High School
University of Alabama
Stuart Dudley, CFA Stuart Dudley, CFA's Waddell & Reed Experience July 1999 - December 2004
Job VP, Product Delivery Senior Officer Credit at Bank of America
Industry Banking
Experience
Bank of America July 2010 - Present
Hall Dudley Capital Management, LLC 2004 - July 2010
Waddell & Reed July 1999 - December 2004
FleetBoston Financial (fka BankBoston) 1996 - 1999
Fleet Bank Middle Market lending 1993 - 1996
Skills
Portfolio Management, Credit Analysis, Credit, Loans, Financial Analysis, Leadership, Financial Services, Equities, Finance, Risk Management, Management, Financial Structuring, Underwriting, Financial Modeling, Asset Allocation, Strategy, Investments, Mergers & Acquisitions, Fixed Income, Securities, Banking, Capital Markets
Education
Northeastern University 1989 — 1993
BS, International Business, Finance
Bank of America July 2010 - Present
Hall Dudley Capital Management, LLC 2004 - July 2010
Waddell & Reed July 1999 - December 2004
FleetBoston Financial (fka BankBoston) 1996 - 1999
Fleet Bank Middle Market lending 1993 - 1996
Skills
Portfolio Management, Credit Analysis, Credit, Loans, Financial Analysis, Leadership, Financial Services, Equities, Finance, Risk Management, Management, Financial Structuring, Underwriting, Financial Modeling, Asset Allocation, Strategy, Investments, Mergers & Acquisitions, Fixed Income, Securities, Banking, Capital Markets
Education
Northeastern University 1989 — 1993
BS, International Business, Finance
Molly Petersen Molly Petersen's Waddell & Reed Experience November 2013 - December 2014
Job Financial Consultant at The Aden Group
Industry Financial Services
Experience
The Aden Group January 2015 - Present
Waddell & Reed November 2013 - December 2014
Payless ShoeSource November 2009 - May 2013
Fremont Area Medical Center July 2007 - July 2009
Skills
Customer Service, Microsoft Word, PowerPoint, Time Management, Teamwork, Data Entry, Management, Microsoft Excel, Event Planning, Leadership
Education
Nebraska Wesleyan University 2009 — 2013
Bachelor of Arts (BA), Business Administration and Spanish
The Aden Group January 2015 - Present
Waddell & Reed November 2013 - December 2014
Payless ShoeSource November 2009 - May 2013
Fremont Area Medical Center July 2007 - July 2009
Skills
Customer Service, Microsoft Word, PowerPoint, Time Management, Teamwork, Data Entry, Management, Microsoft Excel, Event Planning, Leadership
Education
Nebraska Wesleyan University 2009 — 2013
Bachelor of Arts (BA), Business Administration and Spanish
Jesse Gloystein's Waddell & Reed Experience May 2003 - November 2004
Job Financial Services Manager at Woodhouse Auto Family
Industry Automotive
Experience
Woodhouse Auto Family March 2014 - Present
Woodhouse Auto Family November 2004 - Present
Waddell & Reed May 2003 - November 2004
Skills
Golf, Sales Process, Internet sales, Phone sales, Long-term Customer..., Customer Satisfaction, Sales, Negotiation, Finance, Telemarketing, Sales Management, Sales Presentations, Strategic Financial..., Customer Retention, Sales Operations, Vehicles, Financial Planning, Leadership, Team Building, Management, Customer Service, E-commerce, Strategic Planning
Education
Nebraska Wesleyan University 1999 — 2003
Bachelor's degree, Business Administration and Management, General
Woodhouse Auto Family March 2014 - Present
Woodhouse Auto Family November 2004 - Present
Waddell & Reed May 2003 - November 2004
Skills
Golf, Sales Process, Internet sales, Phone sales, Long-term Customer..., Customer Satisfaction, Sales, Negotiation, Finance, Telemarketing, Sales Management, Sales Presentations, Strategic Financial..., Customer Retention, Sales Operations, Vehicles, Financial Planning, Leadership, Team Building, Management, Customer Service, E-commerce, Strategic Planning
Education
Nebraska Wesleyan University 1999 — 2003
Bachelor's degree, Business Administration and Management, General
Jen Salome Jen Salome's Waddell & Reed Experience February 2013 - September 2014
Job Freelance
Industry Public Relations and Communications
Experience
Freelance Public Relations, Marketing, Social Networking and Media Specialist November 2012 - Present
http://az2brazil.blogspot.com.br/ May 2012 - Present
Waddell & Reed February 2013 - September 2014
http://az2brazil.blogspot.com.br/ May 2009 - December 2012
Brazil Ex-Pats May 2009 - December 2012
Bear Essential News March 2008 - May 2009
MOMS Club April 2002 - April 2009
Bear Essential News 2007 - 2009
Worldwide January 2001 - April 2002
Citigroup December 1997 - January 2001
Skills
Social Media Marketing, Email Marketing, Online Advertising, Blogging, Social Networking, Advertising, Social Media, Marketing Communications, Copywriting, Facebook, Marketing Strategy, Public Relations, Newsletters, Press Releases, Marketing, Fundraising, Editing, Event Management, Leadership, Training, Sales
Education
Northern Arizona University 1989 — 1992
BS in Public Relations, Communication, Journalism, and Related Programs
Northern Arizona University 1989 — 1992
BS, Public Relations
White Bear Lake HS 1984 — 1988
High School Diploma
Freelance Public Relations, Marketing, Social Networking and Media Specialist November 2012 - Present
http://az2brazil.blogspot.com.br/ May 2012 - Present
Waddell & Reed February 2013 - September 2014
http://az2brazil.blogspot.com.br/ May 2009 - December 2012
Brazil Ex-Pats May 2009 - December 2012
Bear Essential News March 2008 - May 2009
MOMS Club April 2002 - April 2009
Bear Essential News 2007 - 2009
Worldwide January 2001 - April 2002
Citigroup December 1997 - January 2001
Skills
Social Media Marketing, Email Marketing, Online Advertising, Blogging, Social Networking, Advertising, Social Media, Marketing Communications, Copywriting, Facebook, Marketing Strategy, Public Relations, Newsletters, Press Releases, Marketing, Fundraising, Editing, Event Management, Leadership, Training, Sales
Education
Northern Arizona University 1989 — 1992
BS in Public Relations, Communication, Journalism, and Related Programs
Northern Arizona University 1989 — 1992
BS, Public Relations
White Bear Lake HS 1984 — 1988
High School Diploma
Charles R. Armstrong Charles R. Armstrong's Waddell & Reed Experience September 2009 - December 2009
Job Investment Advisor & Portfolio Manager at D2 Capital Management
Industry Financial Services
Experience
D2 Capital Management March 2012 - Present
Florida Financial Group/New England Financial January 2010 - March 2012
Waddell & Reed September 2009 - December 2009
Central Intelligence Agency September 2004 - June 2009
U.S. Special Operations Command September 2003 - September 2004
U.S. Special Operations Command June 2001 - September 2003
USS Abraham Lincoln (CVN-72) August 1996 - November 1998
U.S. Navy January 1980 - July 1996
Skills
Series 7, Series 66, Securities, Mutual Funds, IRA's, Market Analysis, Intelligence Analysis, Military Affairs, Investment Advisory, Investment Strategies, Alternative Investments, IRAs, Uniform Combined State..., Small Business, Retirement, Government, Military, Intelligence, Navy, Investments, Command, Investment Management, Portfolio Management, Strategic Financial..., Retirement Planning, Wealth, Trading, Asset Management, Asset Allocation, Fixed Annuities, Finance, Estate Planning, Wealth Management, ETFs, 401k, Financial Advisory, Wealth Management..., Financial Planners, Series 63, Series 6, Bonds, Roth IRA, FINRA, Financial Services, Life Insurance, Qualified Retirement..., Defense, Equities, Insurance, Financial Planning
Education
DePaul High School
DePaul High School
Defense Intelligence College
M.S., Strategic Intelligence
Montclair State University
M.A., Psychology
New School for Social Research
B.A., Psychology
D2 Capital Management March 2012 - Present
Florida Financial Group/New England Financial January 2010 - March 2012
Waddell & Reed September 2009 - December 2009
Central Intelligence Agency September 2004 - June 2009
U.S. Special Operations Command September 2003 - September 2004
U.S. Special Operations Command June 2001 - September 2003
USS Abraham Lincoln (CVN-72) August 1996 - November 1998
U.S. Navy January 1980 - July 1996
Skills
Series 7, Series 66, Securities, Mutual Funds, IRA's, Market Analysis, Intelligence Analysis, Military Affairs, Investment Advisory, Investment Strategies, Alternative Investments, IRAs, Uniform Combined State..., Small Business, Retirement, Government, Military, Intelligence, Navy, Investments, Command, Investment Management, Portfolio Management, Strategic Financial..., Retirement Planning, Wealth, Trading, Asset Management, Asset Allocation, Fixed Annuities, Finance, Estate Planning, Wealth Management, ETFs, 401k, Financial Advisory, Wealth Management..., Financial Planners, Series 63, Series 6, Bonds, Roth IRA, FINRA, Financial Services, Life Insurance, Qualified Retirement..., Defense, Equities, Insurance, Financial Planning
Education
DePaul High School
DePaul High School
Defense Intelligence College
M.S., Strategic Intelligence
Montclair State University
M.A., Psychology
New School for Social Research
B.A., Psychology
Lindy Rueb Lindy Rueb's Waddell & Reed Experience 2009 - 2009
Job Sales Manager at Venture Stone
Industry Building Materials
Experience
Venture Stone February 2011 - Present
Davis Business Machines, Inc. 2010 - 2011
Waddell & Reed 2009 - 2009
Simkins Hallin Lumber August 2003 - May 2008
Skills
Sales Management, New Business Development, Contract Negotiation, Sales, Negotiation, Account Management, Managing Crews, Accounting, Pricing, Sales Operations, Sales Presentations, Construction, Strategic Planning, Customer Service
Education
Montana State University-Bozeman 2004 — 2008
Bachelor of Science, Finance
Venture Stone February 2011 - Present
Davis Business Machines, Inc. 2010 - 2011
Waddell & Reed 2009 - 2009
Simkins Hallin Lumber August 2003 - May 2008
Skills
Sales Management, New Business Development, Contract Negotiation, Sales, Negotiation, Account Management, Managing Crews, Accounting, Pricing, Sales Operations, Sales Presentations, Construction, Strategic Planning, Customer Service
Education
Montana State University-Bozeman 2004 — 2008
Bachelor of Science, Finance
Viral Nayak Viral Nayak's Waddell & Reed Experience September 2008 - July 2009
Job Investment Executive at Fifth Third Securities
Industry Financial Services
Experience
Fifth Third Securities July 2009 - Present
Waddell & Reed September 2008 - July 2009
UBS Wealth Management October 2005 - August 2007
Education
North Central College 2005 — 2006
Finance, Economics
University of Illinois at Chicago 2003 — 2005
Fifth Third Securities July 2009 - Present
Waddell & Reed September 2008 - July 2009
UBS Wealth Management October 2005 - August 2007
Education
North Central College 2005 — 2006
Finance, Economics
University of Illinois at Chicago 2003 — 2005
Leslie Brock Leslie Brock's Waddell & Reed Experience March 2001 - December 2005
Job Relationship Banker at JPMorgan Chase Bank, N.A.
Industry Financial Services
Experience
JP Morgan Chase Bank, N.A. March 2015 - Present
JP Morgan Chase Bank, N.A. August 2014 - February 2015
Rabjohns Financial Group/New England Financial January 2012 - March 2014
Keller Williams TEAM Realty April 2008 - December 2011
APO Investments, Inc. January 2008 - December 2011
Anderson Herr Financial Services January 2006 - December 2007
Waddell & Reed March 2001 - December 2005
Oakwood Apartments 1990 - 1999
Education
Northwestern University
B.S., Human Development and Social Policy
JP Morgan Chase Bank, N.A. March 2015 - Present
JP Morgan Chase Bank, N.A. August 2014 - February 2015
Rabjohns Financial Group/New England Financial January 2012 - March 2014
Keller Williams TEAM Realty April 2008 - December 2011
APO Investments, Inc. January 2008 - December 2011
Anderson Herr Financial Services January 2006 - December 2007
Waddell & Reed March 2001 - December 2005
Oakwood Apartments 1990 - 1999
Education
Northwestern University
B.S., Human Development and Social Policy
Ashley Buck Ashley Buck's Waddell & Reed Experience May 2005 - August 2007
Job Manager at Bear Paw Meats LLC
Industry Retail
Experience
Bear Paw Meats March 2010 - Present
Apex Advirory Services/Paul Reinker June 2008 - March 2010
Waddell & Reed May 2005 - August 2007
Education
Montana State University-Billings 2008 — 2009
Accounting
Montana State University-Northern 2001 — 2005
BA, Business/Marketing/Accounting
Bear Paw Meats March 2010 - Present
Apex Advirory Services/Paul Reinker June 2008 - March 2010
Waddell & Reed May 2005 - August 2007
Education
Montana State University-Billings 2008 — 2009
Accounting
Montana State University-Northern 2001 — 2005
BA, Business/Marketing/Accounting
Barbara Burton Barbara Burton's Waddell & Reed Experience 1986 - 1992
Job Executive Director at Florence Crittenton Home and Services
Industry Nonprofit Organization Management
Experience
Florence Crittenton Home and Services July 2006 - Present
Florence crittenton September 1998 - July 2006
Waddell & Reed 1986 - 1992
Skills
Non-profits, Non-profit..., Fundraising, Grant Writing, Event Planning, Strategic Planning, Executive Management, Board Development, Social Services, Resource Development, Non-profit Director, Public Relations, Social Media, Annual Giving, Public Speaking, Grants, Grassroots Organizing, Teaching, Stewardship, Workshop Facilitation, Program Development, Organizational..., Program Management, Media Relations, Community Organizing, Leadership, Editing, Leadership Development, Cultural Competency, Community Outreach, Nonprofits, Press Releases, Community Development, Volunteer Management, Policy, Public Policy, Youth Development, Philanthropy, Non-profit Board..., Grassroots, Staff Development
Education
North Park University 2006 — 2011
MNA, Nonprofit Management
The University of Montana - School of Business Administration 1978 — 1983
BS, Business Administration and Management, General
Florence Crittenton Home and Services July 2006 - Present
Florence crittenton September 1998 - July 2006
Waddell & Reed 1986 - 1992
Skills
Non-profits, Non-profit..., Fundraising, Grant Writing, Event Planning, Strategic Planning, Executive Management, Board Development, Social Services, Resource Development, Non-profit Director, Public Relations, Social Media, Annual Giving, Public Speaking, Grants, Grassroots Organizing, Teaching, Stewardship, Workshop Facilitation, Program Development, Organizational..., Program Management, Media Relations, Community Organizing, Leadership, Editing, Leadership Development, Cultural Competency, Community Outreach, Nonprofits, Press Releases, Community Development, Volunteer Management, Policy, Public Policy, Youth Development, Philanthropy, Non-profit Board..., Grassroots, Staff Development
Education
North Park University 2006 — 2011
MNA, Nonprofit Management
The University of Montana - School of Business Administration 1978 — 1983
BS, Business Administration and Management, General
Lucia Siena Lucia Siena's Waddell & Reed Experience June 2005 - September 2010
Job FSA at Sage Rutty & Co., Inc
Industry Financial Services
Experience
Sage Rutty & Co., Inc September 2010 - Present
Waddell & Reed June 2005 - September 2010
Skills
Series 7, Retirement Planning, Financial Advisory, Investment Advisory, Securities, Strategic Financial..., Finance, Retirement, Estate Planning, Series 63, Investments, 401k, Portfolio Management, Mutual Funds, Financial Planning, Life Insurance
Education
Rochester Institute of Technology 1987 — 2002
BS, Finance
Rochester Institute of Technology 1986 — 2002
BS, Finance
Rochester Institute of Technology 1986 — 2002
BS, Finance
Monroe Community College
Associates, Business Administration
Sage Rutty & Co., Inc September 2010 - Present
Waddell & Reed June 2005 - September 2010
Skills
Series 7, Retirement Planning, Financial Advisory, Investment Advisory, Securities, Strategic Financial..., Finance, Retirement, Estate Planning, Series 63, Investments, 401k, Portfolio Management, Mutual Funds, Financial Planning, Life Insurance
Education
Rochester Institute of Technology 1987 — 2002
BS, Finance
Rochester Institute of Technology 1986 — 2002
BS, Finance
Rochester Institute of Technology 1986 — 2002
BS, Finance
Monroe Community College
Associates, Business Administration
Bruce Yamada, PMP, MBA, CSSBB Bruce Yamada, PMP, MBA, CSSBB's Waddell & Reed Experience October 2007 - August 2008
Job Project Manager
Industry Information Technology and Services
Experience
VPI May 2012 - Present
Kaiser Permanente July 2011 - March 2012
LAC+USC Hospital November 2009 - April 2011
McKesson Provider Technologies April 2009 - November 2009
Waddell & Reed October 2007 - August 2008
American Honda\IT December 2006 - July 2007
HISNA March 2005 - December 2006
Hyundai Motor America IT Department December 2000 - February 2005
USC University Hospital October 1998 - May 2000
Education
National University 2000 — 2001
MBA, Finance
University of California, Los Angeles
BA, Mathematics
VPI May 2012 - Present
Kaiser Permanente July 2011 - March 2012
LAC+USC Hospital November 2009 - April 2011
McKesson Provider Technologies April 2009 - November 2009
Waddell & Reed October 2007 - August 2008
American Honda\IT December 2006 - July 2007
HISNA March 2005 - December 2006
Hyundai Motor America IT Department December 2000 - February 2005
USC University Hospital October 1998 - May 2000
Education
National University 2000 — 2001
MBA, Finance
University of California, Los Angeles
BA, Mathematics
Jason L. Greer's Waddell & Reed Experience February 2013 - August 2013
Job Financial Representative & Business Development Manager
Industry Financial Services
Experience
The Heartland Group June 2014 - Present
Innovative Insurance Brokers, Inc September 2013 - August 2014
Waddell & Reed February 2013 - August 2013
Mutual of Omaha 2010 - January 2013
Mutual of Omaha 2010 - 2013
Skills
Sales, Customer Service, Leadership, Team Building, Retirement, Insurance, Marketing, Finance, Small Business, Employee Benefits
Education
North Park University 1999 — 2002
Business: Finance
Evanston Township High School 1992 — 1996
The Heartland Group June 2014 - Present
Innovative Insurance Brokers, Inc September 2013 - August 2014
Waddell & Reed February 2013 - August 2013
Mutual of Omaha 2010 - January 2013
Mutual of Omaha 2010 - 2013
Skills
Sales, Customer Service, Leadership, Team Building, Retirement, Insurance, Marketing, Finance, Small Business, Employee Benefits
Education
North Park University 1999 — 2002
Business: Finance
Evanston Township High School 1992 — 1996
Patty Weber's Waddell & Reed Experience July 2008 - April 2010
Job Sales Design Consultant: Cornell's Jewelers
Industry Luxury Goods & Jewelry
Experience
Cornell's Jewelers April 2010 - March 2014
Waddell & Reed July 2008 - April 2010
Ricoh Business Systems June 2007 - July 2008
Sole Proprietorship June 2002 - July 2006
Prudential Rochester Realty June 1999 - June 2002
Xerox Corporation July 1987 - April 1996
Skills
Salesforce.com, Community Outreach, Cross-functional Team..., Sales Management, Account Management, Sales, Integration, Marketing Strategy, Direct Sales, Product Management, SaaS, CRM, Solution Selling, Sales Presentations, Retail, Management
Education
Ohio University 1983 — 1987
Bachelor of Arts, Computer Science and Engineering
Cornell's Jewelers April 2010 - March 2014
Waddell & Reed July 2008 - April 2010
Ricoh Business Systems June 2007 - July 2008
Sole Proprietorship June 2002 - July 2006
Prudential Rochester Realty June 1999 - June 2002
Xerox Corporation July 1987 - April 1996
Skills
Salesforce.com, Community Outreach, Cross-functional Team..., Sales Management, Account Management, Sales, Integration, Marketing Strategy, Direct Sales, Product Management, SaaS, CRM, Solution Selling, Sales Presentations, Retail, Management
Education
Ohio University 1983 — 1987
Bachelor of Arts, Computer Science and Engineering
robert routh robert routh's Waddell & Reed Experience 2007 - 2008
Job Computer Software Professional
Industry Computer Software
Experience
S2tech July 2011 - December 2012
independent consultant February 2009 - December 2010
Technisource February 2007 - January 2009
Technisource 2008 - 2009
Technisource 2007 - 2008
Waddell & Reed 2007 - 2008
Skills
SPUFI, QMF, Intertest, Xpediter, MVS/ESA, IBM 3090, IBM PC, Information Engineering, DFSORT, SDSF, IBM Utilities, Syncsort, Fileaid, DB2/SQL, OS/390, MVS, CICS, Endevor, NDM, Easytrieve, TSO, VSAM, COBOL
Education
Missouri Western State University 1970 — 1980
Accounting
S2tech July 2011 - December 2012
independent consultant February 2009 - December 2010
Technisource February 2007 - January 2009
Technisource 2008 - 2009
Technisource 2007 - 2008
Waddell & Reed 2007 - 2008
Skills
SPUFI, QMF, Intertest, Xpediter, MVS/ESA, IBM 3090, IBM PC, Information Engineering, DFSORT, SDSF, IBM Utilities, Syncsort, Fileaid, DB2/SQL, OS/390, MVS, CICS, Endevor, NDM, Easytrieve, TSO, VSAM, COBOL
Education
Missouri Western State University 1970 — 1980
Accounting
Terry Felton Terry Felton's Waddell & Reed Experience Financial ServicesMorgan StanleyAugust 2004 - July 2006
Job FINANCIAL ADVISOR at Waddell & Reed
Industry Financial Services
Experience
Waddell & Reed Financial ServicesMorgan StanleyAugust 2004 - July 2006
Education
Occidental College 1967 — 1971
B.A., BUSINESS & INTERNATIONAL RELATIONS
Waddell & Reed Financial ServicesMorgan StanleyAugust 2004 - July 2006
Education
Occidental College 1967 — 1971
B.A., BUSINESS & INTERNATIONAL RELATIONS
Kyle Wojciechowski's Waddell & Reed Experience January 2013 - April 2013
Job Account Coordinator at Mainstreethost
Industry Marketing and Advertising
Experience
Mainstreethost November 2014 - Present
NEXT! Ad Agency (A Division of CGI Communications) June 2014 - October 2014
Nazareth College August 2010 - May 2014
Try-It Distributing Co., Inc. May 2013 - August 2013
Waddell & Reed January 2013 - April 2013
Nazareth College September 2010 - October 2012
Town of Tonawanda June 2010 - August 2012
Skills
PowerPoint, Teamwork, Marketing, Public Speaking, Social Media, Microsoft Office, Communication, Inventory Management, Email Marketing, Merchandising, POP Displays, Retail Displays, Sales, SEO, Social Media Marketing, Facebook, Customer Service, Advertising
Education
Nazareth College of Rochester 2010 — 2014
Bachelor of Science (B.S.), Marketing/ Business Administration
Mainstreethost November 2014 - Present
NEXT! Ad Agency (A Division of CGI Communications) June 2014 - October 2014
Nazareth College August 2010 - May 2014
Try-It Distributing Co., Inc. May 2013 - August 2013
Waddell & Reed January 2013 - April 2013
Nazareth College September 2010 - October 2012
Town of Tonawanda June 2010 - August 2012
Skills
PowerPoint, Teamwork, Marketing, Public Speaking, Social Media, Microsoft Office, Communication, Inventory Management, Email Marketing, Merchandising, POP Displays, Retail Displays, Sales, SEO, Social Media Marketing, Facebook, Customer Service, Advertising
Education
Nazareth College of Rochester 2010 — 2014
Bachelor of Science (B.S.), Marketing/ Business Administration
Sona Mendes's Waddell & Reed Experience February 2011 - February 2012
Job Finance Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley October 2013 - Present
Dow Lohnes PLLC July 2012 - October 2013
MSCI Inc. February 2012 - August 2012
Waddell & Reed February 2011 - February 2012
Skills
Microsoft Office, Morningstar, Bloomberg Terminal, Financial Analysis, Financial Reporting, Data Analysis, EDGAR filings, SEC filings, Data Modeling, Variance Analysis, Corporate Finance, Financial Modeling, Securities, Strategic Financial..., Financial Planning, Customer Service
Education
Towson University 2009 — 2011
Bachelor of Science, Finance and Minor in Economics
Montgomery College 2007 — 2009
Associate of Arts, Business Management
Morgan Stanley October 2013 - Present
Dow Lohnes PLLC July 2012 - October 2013
MSCI Inc. February 2012 - August 2012
Waddell & Reed February 2011 - February 2012
Skills
Microsoft Office, Morningstar, Bloomberg Terminal, Financial Analysis, Financial Reporting, Data Analysis, EDGAR filings, SEC filings, Data Modeling, Variance Analysis, Corporate Finance, Financial Modeling, Securities, Strategic Financial..., Financial Planning, Customer Service
Education
Towson University 2009 — 2011
Bachelor of Science, Finance and Minor in Economics
Montgomery College 2007 — 2009
Associate of Arts, Business Management
Matthew Blake King Matthew Blake King's Waddell & Reed Experience November 2013 - January 2015
Job Director of Operations at Good Neighbor Services, LLC
Industry Financial Services
Experience
Good Neighbor Services, LLC April 2015 - Present
MetLife January 2015 - April 2015
Waddell & Reed November 2013 - January 2015
Waddell & Reed July 2013 - November 2013
First Investors May 2011 - June 2013
Education
Missouri State University 2006 — 2010
Bachelor's degree, Entrepreneurship/Entrepreneurial Studies
Good Neighbor Services, LLC April 2015 - Present
MetLife January 2015 - April 2015
Waddell & Reed November 2013 - January 2015
Waddell & Reed July 2013 - November 2013
First Investors May 2011 - June 2013
Education
Missouri State University 2006 — 2010
Bachelor's degree, Entrepreneurship/Entrepreneurial Studies
Ramona (Ramirez) Bettencourt, MBA & MA, HR Ramona (Ramirez) Bettencourt, MBA & MA, HR's Waddell & Reed Experience February 2010 - Present
Job Senior Talent Acquisition Consultant at Waddell & Reed
Industry Human Resources
Experience
Waddell & Reed February 2010 - Present
American College of Technology January 2010 - March 2010
State Street June 2008 - November 2008
JPMorgan March 2006 - June 2008
Asurion August 2004 - March 2006
MGJordan/AccountData February 2002 - August 2004
Todays Staffing 2000 - 2001
Skills
Talent Acquisition, Human Resources, Strategic Sourcing, Strategic Consulting, Relationship Management, Executive Placements, Strategic Communications, Corporate Communications, Succession Planning, Leadership Development, Building Business..., Communication, Non-profit Volunteer, Non-profit Boards, Team Mentoring, Employee Relations, Employee Training, Onboarding, IT Recruitment, Technical Recruiting, Financial Recruiting, Corporate Recruiting, Diversity & Inclusion, Applicant Tracking..., Leadership, Management, Training, Hiring, Recruiting, Deferred Compensation, Interviews, Internet Recruiting, Workforce Planning, Sourcing, Executive Search, Team Building, Employee Benefits, Resume Writing, New Hire Orientations, Employee Engagement, Screening Resumes, HRIS
Education
Webster University 2002 — 2006
MBA & MA, HR Management
Missouri Western State University 1994 — 1999
BA, English Literature
Marshall HS
Waddell & Reed February 2010 - Present
American College of Technology January 2010 - March 2010
State Street June 2008 - November 2008
JPMorgan March 2006 - June 2008
Asurion August 2004 - March 2006
MGJordan/AccountData February 2002 - August 2004
Todays Staffing 2000 - 2001
Skills
Talent Acquisition, Human Resources, Strategic Sourcing, Strategic Consulting, Relationship Management, Executive Placements, Strategic Communications, Corporate Communications, Succession Planning, Leadership Development, Building Business..., Communication, Non-profit Volunteer, Non-profit Boards, Team Mentoring, Employee Relations, Employee Training, Onboarding, IT Recruitment, Technical Recruiting, Financial Recruiting, Corporate Recruiting, Diversity & Inclusion, Applicant Tracking..., Leadership, Management, Training, Hiring, Recruiting, Deferred Compensation, Interviews, Internet Recruiting, Workforce Planning, Sourcing, Executive Search, Team Building, Employee Benefits, Resume Writing, New Hire Orientations, Employee Engagement, Screening Resumes, HRIS
Education
Webster University 2002 — 2006
MBA & MA, HR Management
Missouri Western State University 1994 — 1999
BA, English Literature
Marshall HS
Lawrence (Larry) Terry CRPC® Lawrence (Larry) Terry CRPC®'s Waddell & Reed Experience August 1981 - February 1998
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial April 2009 - Present
Merrill Lynch February 1998 - April 2009
Waddell & Reed August 1981 - February 1998
Education
Missouri Southern State University 1974 — 1977
B.S.B.A., Marketing and Management
Ameriprise Financial April 2009 - Present
Merrill Lynch February 1998 - April 2009
Waddell & Reed August 1981 - February 1998
Education
Missouri Southern State University 1974 — 1977
B.S.B.A., Marketing and Management
Ellen Petrillo's Waddell & Reed Experience August 2009 - Present
Job Partner at Southwestern Consulting
Industry Consumer Services
Experience
Southwestern Consulting Sales TrainingAon ConsultingAugust 2009 - Present
UBS Financial Services August 2009 - Present
Waddell & Reed August 2009 - Present
Liberty Mutual August 2009 - Present
Colorado Equipment August 2009 - Present
Coldwell Banker August 2009 - Present
Zephyr Real Estate August 2009 - Present
BeautiControl August 2009 - Present
Valley Yellow Pages August 2009 - Present
Wells Fargo Home Mortgage August 2009 - Present
Skills
Sales Presentations, Sales Skills Training, Social Media Training, Coaching, Conferences, Direct Sales, Sales Process, Sales Management, Training, Selling Skills, Account Management, Public Speaking, Social Media, Sales, Advertising, Leadership, Recruiting, Selling, Small Business, Management, Social Media Marketing, Team Building, Events, Business Development, Time Management, Cold Calling, Consulting, Entrepreneurship, Kindness, Lead Generation, Salesforce.com, B2B, Marketing, Customer Retention, New Business Development
Education
Montana State University-Bozeman 2004 — 2009
B.S.
Temple University 2005 — 2006
Southwestern Consulting Sales TrainingAon ConsultingAugust 2009 - Present
UBS Financial Services August 2009 - Present
Waddell & Reed August 2009 - Present
Liberty Mutual August 2009 - Present
Colorado Equipment August 2009 - Present
Coldwell Banker August 2009 - Present
Zephyr Real Estate August 2009 - Present
BeautiControl August 2009 - Present
Valley Yellow Pages August 2009 - Present
Wells Fargo Home Mortgage August 2009 - Present
Skills
Sales Presentations, Sales Skills Training, Social Media Training, Coaching, Conferences, Direct Sales, Sales Process, Sales Management, Training, Selling Skills, Account Management, Public Speaking, Social Media, Sales, Advertising, Leadership, Recruiting, Selling, Small Business, Management, Social Media Marketing, Team Building, Events, Business Development, Time Management, Cold Calling, Consulting, Entrepreneurship, Kindness, Lead Generation, Salesforce.com, B2B, Marketing, Customer Retention, New Business Development
Education
Montana State University-Bozeman 2004 — 2009
B.S.
Temple University 2005 — 2006
Aloka Dugar Aloka Dugar's Waddell & Reed Experience March 2008 - January 2009
Job Financial Sales Representative at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company March 2009 - June 2013
Waddell & Reed March 2008 - January 2009
J W Marriott Hotel December 1999 - December 2002
Skills
Retirement Planning, Life Insurance, 401k
Education
Mithibai College 1996 — 2001
BA, Economics
New York Life Insurance Company March 2009 - June 2013
Waddell & Reed March 2008 - January 2009
J W Marriott Hotel December 1999 - December 2002
Skills
Retirement Planning, Life Insurance, 401k
Education
Mithibai College 1996 — 2001
BA, Economics
Kristy Vetter Kristy Vetter's Waddell & Reed Experience October 2011 - Present
Job CoOp Marketing & Communications Manager at Waddell & Reed
Industry Marketing and Advertising
Experience
Waddell & Reed October 2011 - Present
one2one New Media May 2010 - October 2011
Directly Speaking Seminars and Coaching October 2009 - October 2011
Lil' Red Foundation July 2008 - June 2009
Greenies/Mars, Inc. June 2007 - July 2008
Greenies September 2005 - June 2007
Waddell & Reed 2004 - September 2005
ADT August 2003 - August 2004
ADT Security Services 2003 - 2004
American Century Investments 2000 - 2001
Skills
Strategic Planning, Marketing Strategy, Marketing, Public Speaking, Social Media, Advertising, Marketing Communications, Coaching, Social Media Marketing, Customer Service, Account Management, Sales, Event Planning, Leadership, Team Building, Contract Negotiation, Budgets, Management, Public Relations, Strategic Communications, Training
Education
Missouri Western State University 2002 — 2003
BS, Communications
University of Central Missouri 1979 — 1982
Communications
Waddell & Reed October 2011 - Present
one2one New Media May 2010 - October 2011
Directly Speaking Seminars and Coaching October 2009 - October 2011
Lil' Red Foundation July 2008 - June 2009
Greenies/Mars, Inc. June 2007 - July 2008
Greenies September 2005 - June 2007
Waddell & Reed 2004 - September 2005
ADT August 2003 - August 2004
ADT Security Services 2003 - 2004
American Century Investments 2000 - 2001
Skills
Strategic Planning, Marketing Strategy, Marketing, Public Speaking, Social Media, Advertising, Marketing Communications, Coaching, Social Media Marketing, Customer Service, Account Management, Sales, Event Planning, Leadership, Team Building, Contract Negotiation, Budgets, Management, Public Relations, Strategic Communications, Training
Education
Missouri Western State University 2002 — 2003
BS, Communications
University of Central Missouri 1979 — 1982
Communications
Jeremy Gant's Waddell & Reed Experience January 2013 - October 2013
Job Cost Analyst at Koch Pipeline Company, L.P. & Bestselling Author
Industry Accounting
Experience
Koch Pipeline Company, L.P. August 2014 - Present
Koch Pipeline Company, L.P. October 2013 - August 2014
Waddell & Reed January 2013 - October 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Access, Stock Trading, Writing, Golf, PowerPoint, Fundraising, Public Relations, Leadership, Teaching
Education
Newman University 2013 — 2014
Master of Business Administration (MBA), Finance, General
Newman University 2009 — 2013
Bachelor of Science (BS), Accounting
Koch Pipeline Company, L.P. August 2014 - Present
Koch Pipeline Company, L.P. October 2013 - August 2014
Waddell & Reed January 2013 - October 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Access, Stock Trading, Writing, Golf, PowerPoint, Fundraising, Public Relations, Leadership, Teaching
Education
Newman University 2013 — 2014
Master of Business Administration (MBA), Finance, General
Newman University 2009 — 2013
Bachelor of Science (BS), Accounting
Samuel Sharples's Waddell & Reed Experience October 2014 - June 2015
Job Financial Advisor at LPL Financial
Industry Financial Services
Experience
LPL Financial July 2015 - Present
Waddell & Reed October 2014 - June 2015
Skills
Fee Based Planning, Wealth Management, Retirement Planning, Estate Planning, Investment Strategies, Personal Financial..., College Education..., Financial Risk..., Long-Term Care Planning, Small Business..., Series 7, Asset Management, Mutual Funds, Retirement, Financial Planning, Investment Advisory, Investments
Education
Montana State University-Bozeman 2010 — 2014
Bachelor of Science (B.S.), Finance, General
LPL Financial July 2015 - Present
Waddell & Reed October 2014 - June 2015
Skills
Fee Based Planning, Wealth Management, Retirement Planning, Estate Planning, Investment Strategies, Personal Financial..., College Education..., Financial Risk..., Long-Term Care Planning, Small Business..., Series 7, Asset Management, Mutual Funds, Retirement, Financial Planning, Investment Advisory, Investments
Education
Montana State University-Bozeman 2010 — 2014
Bachelor of Science (B.S.), Finance, General
Rachel A Nicks Rachel A Nicks's Waddell & Reed Experience June 2015 - Present
Job Financial Advisor
Industry Investment Management
Experience
Waddell & Reed June 2015 - Present
Summit Wealth Group February 2013 - May 2015
Edward Jones January 2012 - January 2013
Skills
529 Plans, Uniform Combined State..., Saving for Education, Retirement Savings, Investments, IRAs, College Savings Plans, Separately Managed..., SEP IRA, Asset Allocation, Wealth, Wealth Accumulation, Roth IRA, Nonprofits, Risk Management, Financial Services, 401k Rollovers, Series 7, Investment Advisory, Mutual Funds, PowerPoint, Retirement, Wealth Management, Retirement Planning, Financial Analysis, Investment Strategies, Strategic Financial..., Financial Advisory, Fixed Annuities, Securities, 401k, Portfolio Management, Bonds, Asset Management, Equities, ETFs, Fixed Income, Life Insurance, Variable Annuities, Long-term Care, Series 65, Investment Management, Wealth Management..., Series 63, Pensions, Alternative Investments, Data Analysis, Financial Planners, FINRA, Finance
Education
University of Oklahoma
Bachelor's degree, English Language and Literature/Letters
Northern Arizona University
Master's degree, English Language and Literature/Letters
Waddell & Reed June 2015 - Present
Summit Wealth Group February 2013 - May 2015
Edward Jones January 2012 - January 2013
Skills
529 Plans, Uniform Combined State..., Saving for Education, Retirement Savings, Investments, IRAs, College Savings Plans, Separately Managed..., SEP IRA, Asset Allocation, Wealth, Wealth Accumulation, Roth IRA, Nonprofits, Risk Management, Financial Services, 401k Rollovers, Series 7, Investment Advisory, Mutual Funds, PowerPoint, Retirement, Wealth Management, Retirement Planning, Financial Analysis, Investment Strategies, Strategic Financial..., Financial Advisory, Fixed Annuities, Securities, 401k, Portfolio Management, Bonds, Asset Management, Equities, ETFs, Fixed Income, Life Insurance, Variable Annuities, Long-term Care, Series 65, Investment Management, Wealth Management..., Series 63, Pensions, Alternative Investments, Data Analysis, Financial Planners, FINRA, Finance
Education
University of Oklahoma
Bachelor's degree, English Language and Literature/Letters
Northern Arizona University
Master's degree, English Language and Literature/Letters
Stephanie Burks, MBA's Waddell & Reed Experience March 2015 - Present
Job Financial Advisor at Waddell & Reed
Industry Financial Services
Experience
Waddell & Reed March 2015 - Present
UPS October 1998 - May 2014
US Bank (formerly Star Bank, NA.) February 1993 - June 1998
InTouch Credit Union (formerly EDS CREDIT UNION) November 1988 - December 1992
SallieMae October 1987 - October 1988
Skills
Strategic Financial..., Finance, Financial Analysis, Managerial Finance, Banking, Financial Audits, Project Management, Project Planning, Business Strategy, Business Planning, Databases, Strategic Planning, Corporate Finance, Financial Accounting, Financial Reporting, Retirement Planning, Event Planning, Corporate Events, Event Management, Coordinating Events, Cost Management, Cost Planning, Cost Control, Cost Reporting, Revenue Analysis, Generating Revenue, Revenue & Profit Growth, Profit Maximization, Profit, Retail Banking, Branch Banking, Student Loans, Microsoft Office, Microsoft Word, Microsoft Excel
Education
Northwestern University 2014 — 2015
Certification in Financial Planning (CFP), Certification in Financial Planning Education Program
Robert Morris University - Illinois 2011 — 2013
MBA in Management, Business Administration and Management, General
The Ohio State University
BSBA, Finance
Waddell & Reed March 2015 - Present
UPS October 1998 - May 2014
US Bank (formerly Star Bank, NA.) February 1993 - June 1998
InTouch Credit Union (formerly EDS CREDIT UNION) November 1988 - December 1992
SallieMae October 1987 - October 1988
Skills
Strategic Financial..., Finance, Financial Analysis, Managerial Finance, Banking, Financial Audits, Project Management, Project Planning, Business Strategy, Business Planning, Databases, Strategic Planning, Corporate Finance, Financial Accounting, Financial Reporting, Retirement Planning, Event Planning, Corporate Events, Event Management, Coordinating Events, Cost Management, Cost Planning, Cost Control, Cost Reporting, Revenue Analysis, Generating Revenue, Revenue & Profit Growth, Profit Maximization, Profit, Retail Banking, Branch Banking, Student Loans, Microsoft Office, Microsoft Word, Microsoft Excel
Education
Northwestern University 2014 — 2015
Certification in Financial Planning (CFP), Certification in Financial Planning Education Program
Robert Morris University - Illinois 2011 — 2013
MBA in Management, Business Administration and Management, General
The Ohio State University
BSBA, Finance
Tim Schut Tim Schut's Waddell & Reed Experience 2003 - 2010
Job Vice President Private Banking at First PREMIER Bank
Industry Financial Services
Experience
First PREMIER Bank August 2015 - Present
Investment Centers of America December 2010 - August 2015
Waddell & Reed 2003 - 2010
Wells Fargo Financial 2000 - 2003
Education
Northern State University 1995 — 1999
B.S., Marketing
Chester High School 1991 — 1995
First PREMIER Bank August 2015 - Present
Investment Centers of America December 2010 - August 2015
Waddell & Reed 2003 - 2010
Wells Fargo Financial 2000 - 2003
Education
Northern State University 1995 — 1999
B.S., Marketing
Chester High School 1991 — 1995
Melody Ognan Melody Ognan's Waddell & Reed Experience 2013 - 2014
Job Technical Recruiter at New Age Technologies
Industry Information Technology and Services
Experience
New Age Technologies 2014 - Present
doTERRA 2008 - Present
Waddell & Reed 2013 - 2014
Skills
Recruiting, Interviews, Human Resources, New Hire Orientations, Office Management, Marketing, Direct Marketing, PeopleSoft, Health Insurance, Microsoft Word, Employee Relations, CRM, Staffing Services, Employee Management, Financial Reporting, Bullhorn, Sourcing, Resume Writing, Qualifying Candidates, Customer Service, Consulting
Education
New Mexico State University
Bachelor's Degree, Information Technology
New Age Technologies 2014 - Present
doTERRA 2008 - Present
Waddell & Reed 2013 - 2014
Skills
Recruiting, Interviews, Human Resources, New Hire Orientations, Office Management, Marketing, Direct Marketing, PeopleSoft, Health Insurance, Microsoft Word, Employee Relations, CRM, Staffing Services, Employee Management, Financial Reporting, Bullhorn, Sourcing, Resume Writing, Qualifying Candidates, Customer Service, Consulting
Education
New Mexico State University
Bachelor's Degree, Information Technology
Mary Weber Mary Weber's Waddell & Reed Experience July 2014 - Present
Job PortWeber Group, Financial Advisors at Waddell & Reed
Industry Financial Services
Experience
Waddell & Reed July 2014 - Present
Wausau Earlybirds Rotary 1991 - Present
Merrill Lynch 1998 - June 2014
Greenheck Fan Corporation 1990 - 1994
South Dakota State University 1982 - 1990
Skills
Finance, Estate Planning, Strategic Financial..., Insurance, Project Planning, Commercial Banking, Credit, Banking, Business Strategy, Portfolio Management, Small Business Lending, Loans, PowerPoint, Strategic Planning, Retirement Planning, Commercial Lending, Microsoft Office, Mortgage Lending, Public Speaking, Microsoft Word, Leadership, Uniform Combined State..., Customer Service, Managerial Finance, Financial Planning, Financial Services
Education
University of Wisconsin-Madison - School of Business 1981 — 1982
MBA, Finance, Investment & Banking
North Dakota State University
BA, Speech & Drama; English minor
Waddell & Reed July 2014 - Present
Wausau Earlybirds Rotary 1991 - Present
Merrill Lynch 1998 - June 2014
Greenheck Fan Corporation 1990 - 1994
South Dakota State University 1982 - 1990
Skills
Finance, Estate Planning, Strategic Financial..., Insurance, Project Planning, Commercial Banking, Credit, Banking, Business Strategy, Portfolio Management, Small Business Lending, Loans, PowerPoint, Strategic Planning, Retirement Planning, Commercial Lending, Microsoft Office, Mortgage Lending, Public Speaking, Microsoft Word, Leadership, Uniform Combined State..., Customer Service, Managerial Finance, Financial Planning, Financial Services
Education
University of Wisconsin-Madison - School of Business 1981 — 1982
MBA, Finance, Investment & Banking
North Dakota State University
BA, Speech & Drama; English minor
Patrick Sells's Waddell & Reed Experience November 2012 - November 2014
Job Senior Financial Advisor at MORGAN STANLEY
Industry Financial Services
Experience
MORGAN STANLEY December 2014 - Present
Waddell & Reed November 2012 - November 2014
Edward Jones July 2008 - November 2012
Skills
Public Speaking, Customer Service, Leadership, Management, Mutual Funds, Series 7, Investments, Strategic Planning, Sales, Team Building, AAMS, Finance, Financial Services, Retirement, Wealth Management, Portfolio Management, Insurance, Retirement Planning, Marketing
Education
Northern Illinois University
Northern Illinois University - College of Business
Bachelor of Science (BS), Finance and Financial Management Services
MORGAN STANLEY December 2014 - Present
Waddell & Reed November 2012 - November 2014
Edward Jones July 2008 - November 2012
Skills
Public Speaking, Customer Service, Leadership, Management, Mutual Funds, Series 7, Investments, Strategic Planning, Sales, Team Building, AAMS, Finance, Financial Services, Retirement, Wealth Management, Portfolio Management, Insurance, Retirement Planning, Marketing
Education
Northern Illinois University
Northern Illinois University - College of Business
Bachelor of Science (BS), Finance and Financial Management Services
James Mark James Mark's Waddell & Reed Experience February 2014 - May 2014
Job Sales Operations Analyst at TrueCar
Industry Automotive
Experience
TrueCar, Inc. July 2014 - Present
Waddell & Reed February 2014 - May 2014
Charles R. Blyth Fund March 2012 - April 2014
Occidental College January 2014 - February 2014
Occidental College September 2013 - February 2014
MD Revolution July 2013 - August 2013
CONNECT - San Diego June 2012 - August 2012
Grand Pacific Palisades Resort & Hotel June 2011 - August 2012
Skills
Economics, Finance, Teamwork, Time Management, Customer Service, Microsoft Office, Technology, Analytics, Microsoft Excel, PowerPoint, Leadership, Public Speaking, Microsoft Word, Social Media
Education
Occidental College 2010 — 2014
Bachelor of Arts (B.A.), Economics with Honors, Alumni
Canyon Crest Academy 2006 — 2010
High School Diploma, General Education
TrueCar, Inc. July 2014 - Present
Waddell & Reed February 2014 - May 2014
Charles R. Blyth Fund March 2012 - April 2014
Occidental College January 2014 - February 2014
Occidental College September 2013 - February 2014
MD Revolution July 2013 - August 2013
CONNECT - San Diego June 2012 - August 2012
Grand Pacific Palisades Resort & Hotel June 2011 - August 2012
Skills
Economics, Finance, Teamwork, Time Management, Customer Service, Microsoft Office, Technology, Analytics, Microsoft Excel, PowerPoint, Leadership, Public Speaking, Microsoft Word, Social Media
Education
Occidental College 2010 — 2014
Bachelor of Arts (B.A.), Economics with Honors, Alumni
Canyon Crest Academy 2006 — 2010
High School Diploma, General Education
Garrett Hellon's Waddell & Reed Experience March 2015 - Present
Job Financial advisor assistant at Waddell & Reed
Industry Retail
Experience
Waddell & Reed March 2015 - Present
Hy Vee June 2009 - Present
Tau Kappa Epsilon Fraternity December 2013 - January 2015
Skills
Sales, Computers, People Skills, Communication, Customer Service
Education
Northwest Missouri State University 2010 — 2014
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services, Senior
Missouri State University
Waddell & Reed March 2015 - Present
Hy Vee June 2009 - Present
Tau Kappa Epsilon Fraternity December 2013 - January 2015
Skills
Sales, Computers, People Skills, Communication, Customer Service
Education
Northwest Missouri State University 2010 — 2014
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services, Senior
Missouri State University
Preston Englund Preston Englund's Waddell & Reed Experience May 2010 - January 2015
Job Co Founder & Financial Advisor at Englund & Lindsteadt Financial Advisors
Industry Financial Services
Experience
Englund & Lindsteadt Financial Advisors January 2015 - Present
Waddell & Reed May 2010 - January 2015
Skills
Investment Strategies, Portfolio Management, Wealth Management, Financial Planning, Risk Management, Qualified Retirement..., Tax-advantaged..., Investments, Investment Advisory, Financial Services
Education
Nebraska Wesleyan University 2006 — 2010
Bachelor of Science, Business Administration
Englund & Lindsteadt Financial Advisors January 2015 - Present
Waddell & Reed May 2010 - January 2015
Skills
Investment Strategies, Portfolio Management, Wealth Management, Financial Planning, Risk Management, Qualified Retirement..., Tax-advantaged..., Investments, Investment Advisory, Financial Services
Education
Nebraska Wesleyan University 2006 — 2010
Bachelor of Science, Business Administration
Skylar W. Smith Skylar W. Smith's Waddell & Reed Experience October 2012 - February 2014
Job Advisor at KPM Wealth Advisors
Industry Financial Services
Experience
KPM CPAs & Advisors April 2015 - Present
Waddell & Reed - Office of Supervisory Jurisdiction February 2014 - April 2015
Waddell & Reed October 2012 - February 2014
Pension Consultants, Inc January 2012 - October 2012
Southeast International Hotel Brokers 2011 - February 2012
Law Offices of Randy L. Smith June 2007 - September 2007
Skills
Bonds, Investment Advisory, Sales, Microsoft Excel, Wealth Management, Bloomberg, Leadership, Financial Analysis, Retirement, Asset Allocation, Equities, Economics, Investment Management, Mutual Funds, Investments
Education
Missouri State University
BS, Finance
Rockhurst University
Master of Business Administration (M.B.A.)
KPM CPAs & Advisors April 2015 - Present
Waddell & Reed - Office of Supervisory Jurisdiction February 2014 - April 2015
Waddell & Reed October 2012 - February 2014
Pension Consultants, Inc January 2012 - October 2012
Southeast International Hotel Brokers 2011 - February 2012
Law Offices of Randy L. Smith June 2007 - September 2007
Skills
Bonds, Investment Advisory, Sales, Microsoft Excel, Wealth Management, Bloomberg, Leadership, Financial Analysis, Retirement, Asset Allocation, Equities, Economics, Investment Management, Mutual Funds, Investments
Education
Missouri State University
BS, Finance
Rockhurst University
Master of Business Administration (M.B.A.)
Jessica Loelianto's Waddell & Reed Experience January 2012 - May 2012
Job Founder, CEO at Passion for Fashion
Industry Financial Services
Experience
Passion for Fashion March 2015 - Present
Coldwell Banker February 2014 - Present
Le Cordon Bleu College of Culinary Arts, Los Angeles October 2013 - December 2013
Solaris Paper, Inc May 2012 - November 2012
Waddell & Reed January 2012 - May 2012
Mt. San Antonio College August 2008 - December 2008
Marukai Corporation February 2007 - June 2007
Istana Kejora Indah (PT. IKI) May 2006 - December 2006
Skills
Financial Analysis, Financial Planning, Financial Reporting, Corporate Finance, Photoshop, Microsoft Office, Fluent English, Bahasa Indonesia, Strategic Financial...
Education
University of Southern California - Marshall School of Business 2009 — 2011
Bachelor, Finance
Mt. San Antonio College 2007 — 2009
Associate, Business Administration
Passion for Fashion March 2015 - Present
Coldwell Banker February 2014 - Present
Le Cordon Bleu College of Culinary Arts, Los Angeles October 2013 - December 2013
Solaris Paper, Inc May 2012 - November 2012
Waddell & Reed January 2012 - May 2012
Mt. San Antonio College August 2008 - December 2008
Marukai Corporation February 2007 - June 2007
Istana Kejora Indah (PT. IKI) May 2006 - December 2006
Skills
Financial Analysis, Financial Planning, Financial Reporting, Corporate Finance, Photoshop, Microsoft Office, Fluent English, Bahasa Indonesia, Strategic Financial...
Education
University of Southern California - Marshall School of Business 2009 — 2011
Bachelor, Finance
Mt. San Antonio College 2007 — 2009
Associate, Business Administration
Ethan Meyer Ethan Meyer's Waddell & Reed Experience May 2010 - September 2011
Job Seed Service Advisor at Gold Country Seed Monsanto
Industry Logistics and Supply Chain
Experience
Gold Country Seed - Monsanto September 2013 - Present
PitchBurner September 2011 - September 2013
PitchBurner September 2011 - September 2013
Waddell & Reed May 2010 - September 2011
Skills
Listener, Creative Writing, Product Development, Event Management, Entrepreneur, Customer Relations, Big Picture Thinking, Entrepreneurship, Customer Service, Sales, Leadership, Team Building, Start-ups, Management, Leadership Development, Email Marketing, Social Networking, Microsoft Office, Nonprofits, Big-picture Thinking, Public Relations, Budgets, Strategy, Social Media, Advertising, Marketing Communications, Research, Marketing Strategy, Market Research, Marketing, Management Consulting, Organizational..., Community Outreach, Project Management, New Business Development, Coaching, Online Marketing, Small Business, Training, Social Media Marketing, Team Leadership, Program Management, Fundraising, Strategic Planning, Business Planning, Business Strategy, Business Development, Strategic Partnerships, Lead Generation, E-commerce
Education
Nebraska Wesleyan University 2008 — 2012
Business Administration, Marketing, German
Gold Country Seed - Monsanto September 2013 - Present
PitchBurner September 2011 - September 2013
PitchBurner September 2011 - September 2013
Waddell & Reed May 2010 - September 2011
Skills
Listener, Creative Writing, Product Development, Event Management, Entrepreneur, Customer Relations, Big Picture Thinking, Entrepreneurship, Customer Service, Sales, Leadership, Team Building, Start-ups, Management, Leadership Development, Email Marketing, Social Networking, Microsoft Office, Nonprofits, Big-picture Thinking, Public Relations, Budgets, Strategy, Social Media, Advertising, Marketing Communications, Research, Marketing Strategy, Market Research, Marketing, Management Consulting, Organizational..., Community Outreach, Project Management, New Business Development, Coaching, Online Marketing, Small Business, Training, Social Media Marketing, Team Leadership, Program Management, Fundraising, Strategic Planning, Business Planning, Business Strategy, Business Development, Strategic Partnerships, Lead Generation, E-commerce
Education
Nebraska Wesleyan University 2008 — 2012
Business Administration, Marketing, German
Krista Crockett Krista Crockett's Waddell & Reed Experience July 1998 - Present
Job
Industry Financial Services
Experience
Waddell & Reed July 1998 - Present
Skills
Microsoft Excel, Microsoft Word, Training, Research, Process Improvement, English
Education
Missouri Western State University
Computer/Information Technology Administration and Management
Waddell & Reed July 1998 - Present
Skills
Microsoft Excel, Microsoft Word, Training, Research, Process Improvement, English
Education
Missouri Western State University
Computer/Information Technology Administration and Management
Jon LeMarr Jon LeMarr's Waddell & Reed Experience August 2001 - December 2001
Job Sr. Manager, Program Management at Honeywell Aerospace
Industry Defense & Space
Experience
Honeywell Aerospace 2013 - Present
Honeywell Aerospace August 2011 - December 2013
Honeywell FM&T October 2010 - August 2011
Honeywell FM&T March 2008 - October 2010
Honeywell FM&T December 2001 - March 2008
Waddell & Reed August 2001 - December 2001
Sam's Club May 2000 - August 2001
Skills
Six Sigma, Program Management, Earned Value Management, Aerospace, Process Improvement, Project Management, MS Project, PMP, Integration, Cross-functional Team..., Continuous Improvement, Lean Manufacturing, Project Planning, Business Process..., Change Management, Analysis, Data Analysis, Black Belt, Integrated Financial..., Strategic Financial..., Strategic Planning for...
Education
Rockhurst University 2003 — 2005
MBA, International Business and Marketing / Strategic Analysis
Missouri State University 1996 — 2000
Bachelor of Science (B.S.), Finance; Minor- Risk Management
Honeywell Aerospace 2013 - Present
Honeywell Aerospace August 2011 - December 2013
Honeywell FM&T October 2010 - August 2011
Honeywell FM&T March 2008 - October 2010
Honeywell FM&T December 2001 - March 2008
Waddell & Reed August 2001 - December 2001
Sam's Club May 2000 - August 2001
Skills
Six Sigma, Program Management, Earned Value Management, Aerospace, Process Improvement, Project Management, MS Project, PMP, Integration, Cross-functional Team..., Continuous Improvement, Lean Manufacturing, Project Planning, Business Process..., Change Management, Analysis, Data Analysis, Black Belt, Integrated Financial..., Strategic Financial..., Strategic Planning for...
Education
Rockhurst University 2003 — 2005
MBA, International Business and Marketing / Strategic Analysis
Missouri State University 1996 — 2000
Bachelor of Science (B.S.), Finance; Minor- Risk Management
Ming Kyan Ming Kyan's Waddell & Reed Experience June 2014 - August 2014
Job Company Relations Director at Undergraduate Business Association (UBA)
Industry Financial Services
Experience
Undergraduate Business Association (UBA) June 2014 - June 2015
85C Bakery Cafe June 2014 - September 2014
Waddell & Reed June 2014 - August 2014
University of California, Irvine Anthology Yearbook October 2013 - June 2014
Undergraduate Business Association (UBA) January 2014 - March 2014
Harvey & Company LLC January 2014 - February 2014
Associated Students of Ohlone College (ASOC) February 2013 - May 2013
Ohlone International Club August 2012 - May 2013
Education
University of California, Irvine 2013 — 2015
Bachelor of Arts (BA)
Ohlone College 2011 — 2013
Associate of Arts (A.A.)
Undergraduate Business Association (UBA) June 2014 - June 2015
85C Bakery Cafe June 2014 - September 2014
Waddell & Reed June 2014 - August 2014
University of California, Irvine Anthology Yearbook October 2013 - June 2014
Undergraduate Business Association (UBA) January 2014 - March 2014
Harvey & Company LLC January 2014 - February 2014
Associated Students of Ohlone College (ASOC) February 2013 - May 2013
Ohlone International Club August 2012 - May 2013
Education
University of California, Irvine 2013 — 2015
Bachelor of Arts (BA)
Ohlone College 2011 — 2013
Associate of Arts (A.A.)
Jennifer R. Dowdy Jennifer R. Dowdy's Waddell & Reed Experience 1997 - 2002
Job Specialty Sales, Eli Lilly and Company
Industry Pharmaceuticals
Experience
Eli Lilly and Company April 2015 - Present
Carrington Real Estate Services October 2012 - Present
Century 21 Pro-Team October 2011 - October 2012
Novartis Pharmaceuticals, Corp. May 2005 - April 2012
Mary Kay Cosmetics 2001 - 2004
Waddell & Reed 1997 - 2002
AIG 1995 - 1997
Liberty Mutual Insurance 1991 - 1995
Skills
Veteran Sales..., Selling, Sales, Referrals, Real Estate, Sales Operations, Sellers, First Time Home Buyers, Marketing Strategy, Customer Service, Negotiation, Pharmaceutical Sales, Investments, Leadership, Market Research, Recruiting, Insurance, Short Sales
Education
Northern Illinois University
Bachelor of Science, Marketing
Northern Illinois University
Bachelors of Science, Psychology
Percy L. Julian High School
Eli Lilly and Company April 2015 - Present
Carrington Real Estate Services October 2012 - Present
Century 21 Pro-Team October 2011 - October 2012
Novartis Pharmaceuticals, Corp. May 2005 - April 2012
Mary Kay Cosmetics 2001 - 2004
Waddell & Reed 1997 - 2002
AIG 1995 - 1997
Liberty Mutual Insurance 1991 - 1995
Skills
Veteran Sales..., Selling, Sales, Referrals, Real Estate, Sales Operations, Sellers, First Time Home Buyers, Marketing Strategy, Customer Service, Negotiation, Pharmaceutical Sales, Investments, Leadership, Market Research, Recruiting, Insurance, Short Sales
Education
Northern Illinois University
Bachelor of Science, Marketing
Northern Illinois University
Bachelors of Science, Psychology
Percy L. Julian High School
Catherine Carrillo Catherine Carrillo's Waddell & Reed Experience 1984 - 1985
Job IT Project Management Manager
Industry Information Technology and Services
Experience
DST Systems 2014 - Present
DST Systems July 1993 - October 2014
American Capital Shareholder Services 1989 - 1993
SISCOR 1985 - 1989
Waddell & Reed 1984 - 1985
DST Systems 1983 - 1984
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, Public Speaking, Budgets, Strategic Planning, Management, Software Documentation, Accounts Payable, Lotus Notes, SQL, System Administration, Project Management, Analysis, Project Planning, Team Leadership, Business Analysis, Process Improvement, Teamwork, Data Analysis
Education
Webster University 2001 — 2004
Master of Business Administration (M.B.A.), Finance
Missouri Western State University 1978 — 1982
Bachelor of Science (B.S.), Accounting
Webster University
Master of Arts (MA), Information Technology Management
DST Systems 2014 - Present
DST Systems July 1993 - October 2014
American Capital Shareholder Services 1989 - 1993
SISCOR 1985 - 1989
Waddell & Reed 1984 - 1985
DST Systems 1983 - 1984
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, Public Speaking, Budgets, Strategic Planning, Management, Software Documentation, Accounts Payable, Lotus Notes, SQL, System Administration, Project Management, Analysis, Project Planning, Team Leadership, Business Analysis, Process Improvement, Teamwork, Data Analysis
Education
Webster University 2001 — 2004
Master of Business Administration (M.B.A.), Finance
Missouri Western State University 1978 — 1982
Bachelor of Science (B.S.), Accounting
Webster University
Master of Arts (MA), Information Technology Management
Sheila Gentile Sheila Gentile's Waddell & Reed Experience January 2010 - May 2010
Job Surveillance Analyst at First Investors
Industry Financial Services
Experience
First Investors March 2013 - Present
First Investors December 2010 - March 2013
Waddell & Reed January 2010 - May 2010
University of Hartford August 2009 - December 2009
Skills
Microsoft Excel, WebCRD, NetX360, Phone Coverage, Data Entry, Mutual Funds, Finance, Economics, Insurance, Series 7, Series 63, Series 24, Series 65
Education
University of Hartford 2006 — 2010
Bachelor of Science (B.S.), Economics/Finance/Insurance
National University of Ireland, Galway 2008 — 2008
First Investors March 2013 - Present
First Investors December 2010 - March 2013
Waddell & Reed January 2010 - May 2010
University of Hartford August 2009 - December 2009
Skills
Microsoft Excel, WebCRD, NetX360, Phone Coverage, Data Entry, Mutual Funds, Finance, Economics, Insurance, Series 7, Series 63, Series 24, Series 65
Education
University of Hartford 2006 — 2010
Bachelor of Science (B.S.), Economics/Finance/Insurance
National University of Ireland, Galway 2008 — 2008
Barry Rubin Barry Rubin's Waddell & Reed Experience January 2010 - April 2011
Job Accounting Manager at iPromo LLC
Industry Accounting
Experience
iPromo LLC November 2013 - Present
System One, (Com Ed) September 2011 - May 2013
Waddell & Reed January 2010 - April 2011
Self Employed November 2008 - January 2011
Universal American September 2006 - June 2008
Combined Insurance January 2001 - October 2006
Aon June 1994 - February 2001
Skills
Financial Reporting, General Ledger, Forecasting, Internal Controls, Accounting, Consulting, Life Insurance, Project Management, Project Planning, Project Finance, Variance Analysis, Budgets, Strategic Financial..., Account Reconciliation, Finance, Financial Analysis, Analysis, Volunteering, Fundraising, SEC filings, Financial Statements, Cash Management, Management, Consolidation, Tax, Leadership, Financial Forecasting, Cash Flow Forecasting, Insurance, Executive Management, Treasury Management, Sarbanes-Oxley Act
Education
Northern Illinois University 1976 — 1980
B.S., Accountancy
iPromo LLC November 2013 - Present
System One, (Com Ed) September 2011 - May 2013
Waddell & Reed January 2010 - April 2011
Self Employed November 2008 - January 2011
Universal American September 2006 - June 2008
Combined Insurance January 2001 - October 2006
Aon June 1994 - February 2001
Skills
Financial Reporting, General Ledger, Forecasting, Internal Controls, Accounting, Consulting, Life Insurance, Project Management, Project Planning, Project Finance, Variance Analysis, Budgets, Strategic Financial..., Account Reconciliation, Finance, Financial Analysis, Analysis, Volunteering, Fundraising, SEC filings, Financial Statements, Cash Management, Management, Consolidation, Tax, Leadership, Financial Forecasting, Cash Flow Forecasting, Insurance, Executive Management, Treasury Management, Sarbanes-Oxley Act
Education
Northern Illinois University 1976 — 1980
B.S., Accountancy
Corey Bryan Corey Bryan's Waddell & Reed Experience November 2005 - May 2006
Job Consultant
Industry Automotive
Experience
Chevrolet of Naperville July 2012 - Present
Kia of North Aurora November 2006 - June 2012
Waddell & Reed November 2005 - May 2006
Bank One December 2003 - September 2005
Van Iten Automotive/ Village Pontiac/Saturn of Naperville North Aurora 1991 - 2002
Skills
Strategic Financial..., Wealth Management, Investments, Portfolio Management, Retirement Planning, Mutual Funds, Investment Advisory, Financial Analysis, Asset Allocation, Financial Advisory, Retirement, Finance, Business Analysis, Management, Sales Management, Sales, Investment Strategies, Financial Services, Securities, Leadership, Forecasting, Process Improvement, Vendor Management
Education
Northern Illinois University 1980 — 1984
ba, business
Chevrolet of Naperville July 2012 - Present
Kia of North Aurora November 2006 - June 2012
Waddell & Reed November 2005 - May 2006
Bank One December 2003 - September 2005
Van Iten Automotive/ Village Pontiac/Saturn of Naperville North Aurora 1991 - 2002
Skills
Strategic Financial..., Wealth Management, Investments, Portfolio Management, Retirement Planning, Mutual Funds, Investment Advisory, Financial Analysis, Asset Allocation, Financial Advisory, Retirement, Finance, Business Analysis, Management, Sales Management, Sales, Investment Strategies, Financial Services, Securities, Leadership, Forecasting, Process Improvement, Vendor Management
Education
Northern Illinois University 1980 — 1984
ba, business
Alan Colling Alan Colling's Waddell & Reed Experience September 2008 - May 2010
Job Sales Compensation Manager at SPX Cooling Technologies
Industry Financial Services
Experience
SPX Cooling Technologies January 2015 - Present
SPX Cooling Technologies December 2010 - January 2015
Waddell & Reed September 2008 - May 2010
Sprint September 2007 - July 2008
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop, Sales Compensation, Analysis, SAP, Data Analysis, Process Improvement, Customer Service, Financial Analysis
Education
Northwest Missouri State University 1999 — 2003
Bachelor of Applied Science (B.A.Sc.), Finance and Economics
Park Hill High School 1996 — 1999
SPX Cooling Technologies January 2015 - Present
SPX Cooling Technologies December 2010 - January 2015
Waddell & Reed September 2008 - May 2010
Sprint September 2007 - July 2008
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop, Sales Compensation, Analysis, SAP, Data Analysis, Process Improvement, Customer Service, Financial Analysis
Education
Northwest Missouri State University 1999 — 2003
Bachelor of Applied Science (B.A.Sc.), Finance and Economics
Park Hill High School 1996 — 1999
Andrea Starks-Corbin Andrea Starks-Corbin's Waddell & Reed Experience October 2009 - March 2012
Job Communications Coordinator at Synergos AMC
Industry Marketing and Advertising
Experience
Synergos AMC September 2015 - Present
Andrea Starks-Corbin January 2014 - Present
MMGY Global 2014 - May 2015
Brockton Creative Group October 2012 - January 2014
Morgan Hunter March 2012 - October 2012
Waddell & Reed October 2009 - March 2012
Keeping Good Company January 2007 - July 2011
Cherokee Advertising August 2008 - September 2009
Vera Bradley April 2008 - August 2008
Missouri State University August 2007 - November 2007
Skills
Copy Editing, Copywriting, Customer Service, Event Planning, Executive Calendar..., Media Writing, Meeting Planning, Order Management, Photoshop, Public Relations, Purchasing, Project Management, Project Planning, Production Managment, Production Planning, Social Networking, Wireframes, Journalism, Leadership, Advertising
Education
Missouri State University 2003 — 2007
B.S., English - Professional Writing
Blue Valley North
Synergos AMC September 2015 - Present
Andrea Starks-Corbin January 2014 - Present
MMGY Global 2014 - May 2015
Brockton Creative Group October 2012 - January 2014
Morgan Hunter March 2012 - October 2012
Waddell & Reed October 2009 - March 2012
Keeping Good Company January 2007 - July 2011
Cherokee Advertising August 2008 - September 2009
Vera Bradley April 2008 - August 2008
Missouri State University August 2007 - November 2007
Skills
Copy Editing, Copywriting, Customer Service, Event Planning, Executive Calendar..., Media Writing, Meeting Planning, Order Management, Photoshop, Public Relations, Purchasing, Project Management, Project Planning, Production Managment, Production Planning, Social Networking, Wireframes, Journalism, Leadership, Advertising
Education
Missouri State University 2003 — 2007
B.S., English - Professional Writing
Blue Valley North
Shane Kammerer's Waddell & Reed Experience August 2010 - Present
Job Associate International Trader at Waddell & Reed
Industry Financial Services
Experience
Waddell & Reed August 2010 - Present
Waddell & Reed July 2008 - August 2010
American Century Investments August 2006 - May 2008
American Century Investments June 2001 - August 2006
American Century Investments 1997 - 2001
Education
Northwest Missouri State University 1992 — 1996
Bachelor of Applied Science, Finance
New London High School
Waddell & Reed August 2010 - Present
Waddell & Reed July 2008 - August 2010
American Century Investments August 2006 - May 2008
American Century Investments June 2001 - August 2006
American Century Investments 1997 - 2001
Education
Northwest Missouri State University 1992 — 1996
Bachelor of Applied Science, Finance
New London High School
Paul Bunyar's Waddell & Reed Experience November 2007 - Present
Job Senior Graphic Designer at Waddell & Reed
Industry Graphic Design
Experience
Waddell & Reed November 2007 - Present
LandaJob Marketing & Creative Talent June 2007 - November 2007
American Century Investments June 2004 - June 2007
American Century Investments August 1999 - June 2004
Skills
Graphic Design, Adobe Acrobat, Adobe Creative Suite, Adobe InDesign, Brochures, Concept Developement, Corporate Marketing..., Creative Problem Solving, Invitations, Layout, Macintosh hardware, Macintosh Applications, Newsletters, PowerPoint, Presentations, Publications Production, Typography, Visual Communications, Workflow/Process, InDesign, Marketing Communications, Photoshop, Mac, Visual Communication, Logo Design, Graphics, Art Direction, Direct Mail, Web Design, Keynote, Illustrator, Creative Direction
Education
University of Arkansas
M.Ed., Educational Technology
Missouri State University
B.A., Writing
Waddell & Reed November 2007 - Present
LandaJob Marketing & Creative Talent June 2007 - November 2007
American Century Investments June 2004 - June 2007
American Century Investments August 1999 - June 2004
Skills
Graphic Design, Adobe Acrobat, Adobe Creative Suite, Adobe InDesign, Brochures, Concept Developement, Corporate Marketing..., Creative Problem Solving, Invitations, Layout, Macintosh hardware, Macintosh Applications, Newsletters, PowerPoint, Presentations, Publications Production, Typography, Visual Communications, Workflow/Process, InDesign, Marketing Communications, Photoshop, Mac, Visual Communication, Logo Design, Graphics, Art Direction, Direct Mail, Web Design, Keynote, Illustrator, Creative Direction
Education
University of Arkansas
M.Ed., Educational Technology
Missouri State University
B.A., Writing
John R. Soward's Waddell & Reed Experience February 2003 - December 2009
Job CPA, CFP
Industry Investment Management
Experience
Ameriprise Financial Services, Inc. December 2009 - Present
Waddell & Reed February 2003 - December 2009
Sony Pictures Entertainment February 1996 - June 1998
KPMG October 1993 - February 1996
Education
University of Southern California - Marshall School of Business 1991 — 1993
B.S., Accounting
Mt. San Antonio College 1988 — 1990
A.A., Liberal Arts
Ameriprise Financial Services, Inc. December 2009 - Present
Waddell & Reed February 2003 - December 2009
Sony Pictures Entertainment February 1996 - June 1998
KPMG October 1993 - February 1996
Education
University of Southern California - Marshall School of Business 1991 — 1993
B.S., Accounting
Mt. San Antonio College 1988 — 1990
A.A., Liberal Arts
Jennifer Kitchen's Waddell & Reed Experience April 2007 - May 2008
Job Real Estate Agent/Realtor® at Real Living HER
Industry Real Estate
Experience
Real Living HER Finance ConsultantDeVry UniversityJune 2008 - July 2011
Waddell & Reed April 2007 - May 2008
Skills
Investments, Insurance, Retirement Planning, Strategic Financial..., Money Management, Series 7, Education Funding, Wealth Management, IRAs, 401k Rollovers, Mutual Funds, Wealth Accumulation, Real Estate Financing, Real Estate Transactions, Real Estate, Student Financial Aid
Education
Keller Graduate School of Management 2008 — 2010
MBA
Ohio University 2004 — 2007
B.B.A., Finance
Real Living HER Finance ConsultantDeVry UniversityJune 2008 - July 2011
Waddell & Reed April 2007 - May 2008
Skills
Investments, Insurance, Retirement Planning, Strategic Financial..., Money Management, Series 7, Education Funding, Wealth Management, IRAs, 401k Rollovers, Mutual Funds, Wealth Accumulation, Real Estate Financing, Real Estate Transactions, Real Estate, Student Financial Aid
Education
Keller Graduate School of Management 2008 — 2010
MBA
Ohio University 2004 — 2007
B.B.A., Finance
Kevin Pfeifer's Waddell & Reed Experience January 1996 - January 1997
Job Client Solution Specialist at Dexone
Industry Marketing and Advertising
Experience
Dexone August 2011 - Present
Dexone August 2011 - Present
Associated Wholesale Grocers January 2009 - October 2010
VIS April 2008 - March 2010
VIS Marketing Group May 2008 - October 2008
Westlake Ace Hardware January 1997 - January 2007
Westlake Hardware 1997 - 2007
Waddell & Reed January 1996 - January 1997
Studio Graphics January 1993 - January 1996
Payless Cashways, Inc January 1983 - January 1993
Education
Missouri State University 1978 — 1982
BFA, Marketing
Southwest Missouri State University (now Missouri State) 1978 — 1982
BA
Dexone August 2011 - Present
Dexone August 2011 - Present
Associated Wholesale Grocers January 2009 - October 2010
VIS April 2008 - March 2010
VIS Marketing Group May 2008 - October 2008
Westlake Ace Hardware January 1997 - January 2007
Westlake Hardware 1997 - 2007
Waddell & Reed January 1996 - January 1997
Studio Graphics January 1993 - January 1996
Payless Cashways, Inc January 1983 - January 1993
Education
Missouri State University 1978 — 1982
BFA, Marketing
Southwest Missouri State University (now Missouri State) 1978 — 1982
BA
Stacie Lambert's Waddell & Reed Experience January 2013 - Present
Job Senior Specialist, Internal Supervision
Industry Financial Services
Experience
Waddell & Reed January 2013 - Present
Waddell & Reed Financial Services 2007 - Present
Waddell & Reed 2007 - Present
Omni Hotels 2003 - 2006
Omni Richmond Hotel 2003 - 2006
Education
Missouri State University 1995 — 1999
B.S., Hospitality and Restaurant Administration
Waddell & Reed January 2013 - Present
Waddell & Reed Financial Services 2007 - Present
Waddell & Reed 2007 - Present
Omni Hotels 2003 - 2006
Omni Richmond Hotel 2003 - 2006
Education
Missouri State University 1995 — 1999
B.S., Hospitality and Restaurant Administration
Lynn Chumbley, MBA's Waddell & Reed Experience August 2002 - August 2004
Job Project Manager at USAA
Industry Financial Services
Experience
USAA September 2013 - Present
Valero Energy November 2008 - September 2013
Wachovia August 2004 - October 2008
Waddell & Reed August 2002 - August 2004
Wachovia July 1998 - August 2002
Skills
Vendor Management, Strategy, Cross-functional Team..., Business Analysis, Risk Management, Leadership, Management, Analysis, Project Management, Project Planning, Training, Financial Analysis, Budgets, Strategic Planning, Business Strategy, Forecasting, Visio, Team Building
Education
The University of Texas at San Antonio 2012 — 2014
Master of Business Administration (MBA)
New Mexico State University 1992 — 1998
Bachelors of Business Administration, Finance
USAA September 2013 - Present
Valero Energy November 2008 - September 2013
Wachovia August 2004 - October 2008
Waddell & Reed August 2002 - August 2004
Wachovia July 1998 - August 2002
Skills
Vendor Management, Strategy, Cross-functional Team..., Business Analysis, Risk Management, Leadership, Management, Analysis, Project Management, Project Planning, Training, Financial Analysis, Budgets, Strategic Planning, Business Strategy, Forecasting, Visio, Team Building
Education
The University of Texas at San Antonio 2012 — 2014
Master of Business Administration (MBA)
New Mexico State University 1992 — 1998
Bachelors of Business Administration, Finance
Charlie Loomis's Waddell & Reed Experience November 1997 - September 1998
Job Owner, FCI
Industry Financial Services
Experience
Financial Consulting, Inc. October 2002 - Present
Waddell & Reed November 1997 - September 1998
Skills
Loans, Portfolio Management, Credit, Business Strategy, Finance, Mergers & Acquisitions, Financial Analysis, Executive Management, Strategic Financial..., Due Diligence, Strategic Planning, Business Development, Corporate Finance, Risk Management, Business Planning, Financial Planning, Banking, Credit Analysis
Education
Oklahoma State University 1992 — 1996
BS, Agriculture Economics Farm and Ranch Management
Financial Consulting, Inc. October 2002 - Present
Waddell & Reed November 1997 - September 1998
Skills
Loans, Portfolio Management, Credit, Business Strategy, Finance, Mergers & Acquisitions, Financial Analysis, Executive Management, Strategic Financial..., Due Diligence, Strategic Planning, Business Development, Corporate Finance, Risk Management, Business Planning, Financial Planning, Banking, Credit Analysis
Education
Oklahoma State University 1992 — 1996
BS, Agriculture Economics Farm and Ranch Management
Peter Sokolik's Waddell & Reed Experience 2007 - 2008
Job Senior Business Analyst at Citi
Industry Financial Services
Experience
Citi 2013 - Present
Barclays 2012 - 2013
Moody's Investors Service 2011 - 2012
Citi December 2009 - December 2009
Edaptive Systems, Inc 2009 - 2009
Waddell & Reed 2007 - 2008
AXA Advisors 1999 - 2003
Morgan Stanley 1996 - 1999
Bank of America 1993 - 1996
Merrill Lynch 1986 - 1993
Skills
Requirements Gathering, Fixed Income, Business Analysis, Mutual Funds, Visio, Equities, Trade Processing, Trading, Risk Management, SDLC, Securities, Financial Services, Derivatives, Trading Systems, Vendor Management
Education
New York University
Bachelor of Science (B.S.), Technology Management
University of Virginia
Citi 2013 - Present
Barclays 2012 - 2013
Moody's Investors Service 2011 - 2012
Citi December 2009 - December 2009
Edaptive Systems, Inc 2009 - 2009
Waddell & Reed 2007 - 2008
AXA Advisors 1999 - 2003
Morgan Stanley 1996 - 1999
Bank of America 1993 - 1996
Merrill Lynch 1986 - 1993
Skills
Requirements Gathering, Fixed Income, Business Analysis, Mutual Funds, Visio, Equities, Trade Processing, Trading, Risk Management, SDLC, Securities, Financial Services, Derivatives, Trading Systems, Vendor Management
Education
New York University
Bachelor of Science (B.S.), Technology Management
University of Virginia
Bryan Meadows, MBA's Waddell & Reed Experience September 2005 - May 2009
Job Project Controls Analyst at Black and Veatch
Industry Accounting
Experience
Black and Veatch May 2011 - Present
Army National Guard November 1993 - February 2015
Northrop Grumman Corporation May 2009 - May 2011
Waddell & Reed September 2005 - May 2009
State Street June 2001 - June 2003
Education
Rockhurst University 2007 — 2010
Masters, MBA
Missouri State University 1996 — 2001
Bachelor of Science (BS), Accounting
Black and Veatch May 2011 - Present
Army National Guard November 1993 - February 2015
Northrop Grumman Corporation May 2009 - May 2011
Waddell & Reed September 2005 - May 2009
State Street June 2001 - June 2003
Education
Rockhurst University 2007 — 2010
Masters, MBA
Missouri State University 1996 — 2001
Bachelor of Science (BS), Accounting
Mary Kirt Horn's Waddell & Reed Experience 2002 - 2007
Job Owner, Cavalier Consulting & Bookkeeping
Industry Accounting
Experience
Cavalier Consulting & Bookkeeping July 2007 - Present
Waddell & Reed 2002 - 2007
Skills
Accounting, QuickBooks, Strategic Consulting, Payroll, Employee Benefits, Insurance, Retirement Benefits
Education
Western Michigan University - Haworth College of Business 1989 — 1991
Bachelor of Business Administration (BBA), Accounting
Northwestern Michigan College 1982 — 1984
Associate of Arts (AA), Business & Science
Cavalier Consulting & Bookkeeping July 2007 - Present
Waddell & Reed 2002 - 2007
Skills
Accounting, QuickBooks, Strategic Consulting, Payroll, Employee Benefits, Insurance, Retirement Benefits
Education
Western Michigan University - Haworth College of Business 1989 — 1991
Bachelor of Business Administration (BBA), Accounting
Northwestern Michigan College 1982 — 1984
Associate of Arts (AA), Business & Science
Dave Seiberling's Waddell & Reed Experience August 2006 - August 2008
Job Agent
Industry Insurance
Experience
R I S November 2011 - Present
Waddell & Reed August 2006 - August 2008
Skills
Insurance, Life Insurance
Education
Northwest Missouri State University
R I S November 2011 - Present
Waddell & Reed August 2006 - August 2008
Skills
Insurance, Life Insurance
Education
Northwest Missouri State University
Scott Glendening's Waddell & Reed Experience
Job Derivative Manager at Waddell & Reed
Industry Accounting
Experience
Waddell & Reed
Skills
Financial Analysis, Financial Reporting, Accounting, Finance, Business Analysis, Microsoft Office, Mutual Funds, Microsoft Excel, Valuation, Banking, Risk Management, Investments, Budgets, Customer Service, Leadership, Process Improvement, Analysis, Financial Risk
Education
Rockhurst University 2004 — 2006
MBA, Finance/Marketing
Missouri State University 1997 — 2001
BS, Finance
Waddell & Reed
Skills
Financial Analysis, Financial Reporting, Accounting, Finance, Business Analysis, Microsoft Office, Mutual Funds, Microsoft Excel, Valuation, Banking, Risk Management, Investments, Budgets, Customer Service, Leadership, Process Improvement, Analysis, Financial Risk
Education
Rockhurst University 2004 — 2006
MBA, Finance/Marketing
Missouri State University 1997 — 2001
BS, Finance
Larry Terry's Waddell & Reed Experience August 1981 - February 1998
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. April 2009 - Present
Merrill Lynch February 1998 - April 2009
Waddell & Reed August 1981 - February 1998
Skills
Asset Allocation, Asset Management, Customer Service, Equities, Estate Planning, Financial Analysis, Financial Advisory, Insurance, Investment Advisory, Investment Strategies, Investments, Portfolio Management
Education
Missouri Southern State University 1974 — 1977
Bachelor of Business Administration (B.B.A.), Marketing
Ameriprise Financial Services, Inc. April 2009 - Present
Merrill Lynch February 1998 - April 2009
Waddell & Reed August 1981 - February 1998
Skills
Asset Allocation, Asset Management, Customer Service, Equities, Estate Planning, Financial Analysis, Financial Advisory, Insurance, Investment Advisory, Investment Strategies, Investments, Portfolio Management
Education
Missouri Southern State University 1974 — 1977
Bachelor of Business Administration (B.B.A.), Marketing
Chris Barmann's Waddell & Reed Experience December 2014 - Present
Job Financial Advisor at Waddell & Reed
Industry Financial Services
Experience
Waddell & Reed December 2014 - Present
Wells Fargo Advisors, LLC November 2009 - December 2014
Edward Jones Investments September 2003 - November 2009
Southwestern Company June 1999 - August 2003
Education
University of Missouri-Columbia 1999 — 2002
History, History
Northwest Missouri State University 1998 — 1999
Maryville High School 1994 — 1998
Waddell & Reed December 2014 - Present
Wells Fargo Advisors, LLC November 2009 - December 2014
Edward Jones Investments September 2003 - November 2009
Southwestern Company June 1999 - August 2003
Education
University of Missouri-Columbia 1999 — 2002
History, History
Northwest Missouri State University 1998 — 1999
Maryville High School 1994 — 1998
Renita Dean's Waddell & Reed Experience April 2000 - December 2008
Job Financial Services Professional
Industry Financial Services
Experience
State Street May 2013 - Present
State Street May 2012 - May 2013
State Steet June 2010 - May 2012
The Mergis Group September 2009 - June 2010
Waddell & Reed April 2000 - December 2008
Skills
Fund Accounting, Accounting, Proofreading, Data Entry, Auditing, Microsoft Excel, Ten Key, Microsoft Word, Problem Solving
Education
Northwest Missouri State University 1988 — 1993
Bachelor of Science (B.S.), Accounting
State Street May 2013 - Present
State Street May 2012 - May 2013
State Steet June 2010 - May 2012
The Mergis Group September 2009 - June 2010
Waddell & Reed April 2000 - December 2008
Skills
Fund Accounting, Accounting, Proofreading, Data Entry, Auditing, Microsoft Excel, Ten Key, Microsoft Word, Problem Solving
Education
Northwest Missouri State University 1988 — 1993
Bachelor of Science (B.S.), Accounting
Nancy Norris's Waddell & Reed Experience December 2008 - Present
Job Retired at Waddell & Reed
Industry Computer Software
Experience
Waddell & Reed December 2008 - Present
Waddell & Reed October 1987 - December 2008
Education
Ottawa University 1990 — 1993
Bachelor of Arts (BA), Business Administration and Management, General
Missouri State University 1964 — 1966
Waddell & Reed December 2008 - Present
Waddell & Reed October 1987 - December 2008
Education
Ottawa University 1990 — 1993
Bachelor of Arts (BA), Business Administration and Management, General
Missouri State University 1964 — 1966
Randall Carbone AAMS®'s Waddell & Reed Experience 2011 - 2014
Job Senior Vice President, Group Manager at Suntrust Investment Services, Inc. Private Wealth Management
Industry Financial Services
Experience
SunTrust Bank May 2014 - Present
Waddell & Reed 2011 - 2014
Alpha Risk Solutions 2009 - 2011
Janney Montgomery Scott 2006 - 2009
Advest, Inc. 2003 - 2006
Legg Mason 1999 - 2002
Prudential Securities 1981 - 1999
Education
Suffolk University - Sawyer School of Management
MPA, Management
Nichols College
Bachelor of Science (BS), Finance
SunTrust Bank May 2014 - Present
Waddell & Reed 2011 - 2014
Alpha Risk Solutions 2009 - 2011
Janney Montgomery Scott 2006 - 2009
Advest, Inc. 2003 - 2006
Legg Mason 1999 - 2002
Prudential Securities 1981 - 1999
Education
Suffolk University - Sawyer School of Management
MPA, Management
Nichols College
Bachelor of Science (BS), Finance
Eileen Tondreault's Waddell & Reed Experience June 2001 - March 2005
Job Administrative Professional
Industry Insurance
Experience
Blue Cross Blue Shield of Florida February 2008 - July 2009
Kelly Services April 2005 - February 2008
Waddell & Reed June 2001 - March 2005
Kelly Services 1999 - 2001
Education
Oakland University
Liberal Arts, Art History and Studio Art
Blue Cross Blue Shield of Florida February 2008 - July 2009
Kelly Services April 2005 - February 2008
Waddell & Reed June 2001 - March 2005
Kelly Services 1999 - 2001
Education
Oakland University
Liberal Arts, Art History and Studio Art
Abigail Winters's Waddell & Reed Experience December 2012 - Present
Job Financial Advisor at Waddell & Reed
Industry Financial Services
Experience
Waddell & Reed December 2012 - Present
Odesk.com February 2012 - December 2012
Texas Roadhouse December 2009 - August 2011
Quiznos July 2007 - November 2009
Skills
Management, Marketing, Financial Analysis, Customer Service, Direct Marketing, Financial Reporting, Time Management, PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Event Planning, Training, Cashiering, Social Media, Volunteering, Cash Management
Education
Oklahoma State University 2007 — 2012
Bachelor of Science, Business Administration; Finance
Waddell & Reed December 2012 - Present
Odesk.com February 2012 - December 2012
Texas Roadhouse December 2009 - August 2011
Quiznos July 2007 - November 2009
Skills
Management, Marketing, Financial Analysis, Customer Service, Direct Marketing, Financial Reporting, Time Management, PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Event Planning, Training, Cashiering, Social Media, Volunteering, Cash Management
Education
Oklahoma State University 2007 — 2012
Bachelor of Science, Business Administration; Finance
Shelly Anderson's Waddell & Reed Experience January 2012 - Present
Job Senior Business Continuity Analyst at Waddell & Reed
Industry Financial Services
Experience
Waddell & Reed January 2012 - Present
Waddell & Reed January 2011 - January 2012
DST Systems 2005 - 2010
DST Systems 1999 - 2005
DST Output 1994 - 1999
DST Output 1990 - 1994
DST Systems 1987 - 1990
DST Systems 1986 - 1987
Education
Northwest Missouri State University 1981 — 1985
Bachelor of Science, Double major in Marketing and Management
Blue Springs High School 1977 — 1981
Waddell & Reed January 2012 - Present
Waddell & Reed January 2011 - January 2012
DST Systems 2005 - 2010
DST Systems 1999 - 2005
DST Output 1994 - 1999
DST Output 1990 - 1994
DST Systems 1987 - 1990
DST Systems 1986 - 1987
Education
Northwest Missouri State University 1981 — 1985
Bachelor of Science, Double major in Marketing and Management
Blue Springs High School 1977 — 1981
Lynelle Lindemyer's Waddell & Reed Experience June 2002 - August 2004
Job Director of Business Analytics at Swanson Health Products
Industry Health, Wellness and Fitness
Experience
Swanson Health Products August 2004 - Present
Waddell & Reed June 2002 - August 2004
Skills
E-commerce, Database Marketing, Management, Leadership, Online Marketing, Online Advertising, Email Marketing, Digital Marketing, Competitive Analysis, Analytics, Segmentation, Multi-channel Marketing, Start-ups, Omniture, Microsoft Excel
Education
North Dakota State University 1996 — 2000
BS, Statistics, Math, Economics
North Dakota State University
Bachelor of Science (BS), Statistics, Minors Mathematics and Economics
Swanson Health Products August 2004 - Present
Waddell & Reed June 2002 - August 2004
Skills
E-commerce, Database Marketing, Management, Leadership, Online Marketing, Online Advertising, Email Marketing, Digital Marketing, Competitive Analysis, Analytics, Segmentation, Multi-channel Marketing, Start-ups, Omniture, Microsoft Excel
Education
North Dakota State University 1996 — 2000
BS, Statistics, Math, Economics
North Dakota State University
Bachelor of Science (BS), Statistics, Minors Mathematics and Economics
Jeff Clevenger's Waddell & Reed Experience November 2010 - Present
Job AML Compliance Officer and Director at Waddell & Reed
Industry Financial Services
Experience
Waddell & Reed November 2010 - Present
Boston Financial Data Services December 1994 - November 2010
Skills
Mutual Funds, Financial Services, FINRA, Securities, AML, Risk Management, Series 7, Anti Money Laundering, Due Diligence, Compliance Oversight, Fraud Detection, Business Analysis, Asset Management, Business Continuity..., SEC filings, Bank Secrecy Act
Education
University of Missouri-Kansas City 1998 — 2001
MBA, Information Systems
Missouri Western State University 1990 — 1994
BS, Political Science
Missouri Western State University 1990 — 1994
AS, Paralegal Studies
Waddell & Reed November 2010 - Present
Boston Financial Data Services December 1994 - November 2010
Skills
Mutual Funds, Financial Services, FINRA, Securities, AML, Risk Management, Series 7, Anti Money Laundering, Due Diligence, Compliance Oversight, Fraud Detection, Business Analysis, Asset Management, Business Continuity..., SEC filings, Bank Secrecy Act
Education
University of Missouri-Kansas City 1998 — 2001
MBA, Information Systems
Missouri Western State University 1990 — 1994
BS, Political Science
Missouri Western State University 1990 — 1994
AS, Paralegal Studies
Michael Elisabeth Taylor's Waddell & Reed Experience December 2005 - January 2008
Job PATIENT ADVOCACY PROFESSIONAL
Industry Hospital & Health Care
Experience
R Houston Consultants December 2011 - Present
Edward Jones June 2011 - December 2011
NFP Securities January 2008 - January 2010
Waddell & Reed December 2005 - January 2008
Rady Children's Hospital October 1995 - October 2003
Skills
Leadership, Strategic Planning, Policy Analysis and..., Internal & External..., Staff Management, Staff Development, Planning/Organizing, Cultural Sensitivity, Department Budgeting, Building Relationships, Team Building, Problem Solving, Patient Advocacy, Public Speaking, Complaint Management, Microsoft Word, Management, Financial Services, Investments, Social Media, Program Management, Fundraising, Microsoft Office, Marketing, Event Management, Public Relations, Event Planning, Nonprofits
Education
Northern Arizona University 1994 — 1997
Education Specialist, Education
Point Loma Nazarene University 1992 — 1994
Masters, Education
Loyola University Chicago
Point Loma High School
Santa Clara University
Bachelor of Arts, History./Philosophy
R Houston Consultants December 2011 - Present
Edward Jones June 2011 - December 2011
NFP Securities January 2008 - January 2010
Waddell & Reed December 2005 - January 2008
Rady Children's Hospital October 1995 - October 2003
Skills
Leadership, Strategic Planning, Policy Analysis and..., Internal & External..., Staff Management, Staff Development, Planning/Organizing, Cultural Sensitivity, Department Budgeting, Building Relationships, Team Building, Problem Solving, Patient Advocacy, Public Speaking, Complaint Management, Microsoft Word, Management, Financial Services, Investments, Social Media, Program Management, Fundraising, Microsoft Office, Marketing, Event Management, Public Relations, Event Planning, Nonprofits
Education
Northern Arizona University 1994 — 1997
Education Specialist, Education
Point Loma Nazarene University 1992 — 1994
Masters, Education
Loyola University Chicago
Point Loma High School
Santa Clara University
Bachelor of Arts, History./Philosophy
Kathy Bradshaw's Waddell & Reed Experience 2004 - 2007
Job Data Specialist at Northwest Missouri State University
Industry Public Relations and Communications
Experience
Northwest Missouri State University July 2007 - Present
Waddell & Reed 2004 - 2007
James B. Nutter & Company January 2003 - October 2004
Skills
Access, Excel, Microsoft Office, Outlook, Internet Explorer, PowerPoint, Word, Databases, Telephone Skills, Facebook, Data Analysis, Time Management
Education
Northwest Missouri State University 1997 — 2000
Bachelor of Science (BS), OIS
Northwest Missouri State University July 2007 - Present
Waddell & Reed 2004 - 2007
James B. Nutter & Company January 2003 - October 2004
Skills
Access, Excel, Microsoft Office, Outlook, Internet Explorer, PowerPoint, Word, Databases, Telephone Skills, Facebook, Data Analysis, Time Management
Education
Northwest Missouri State University 1997 — 2000
Bachelor of Science (BS), OIS
Sherry Slade's Waddell & Reed Experience April 2012 - Present
Job Value Add Program Manager at Waddell & Reed
Industry Banking
Experience
Waddell & Reed April 2012 - Present
J.P. Morgan May 2003 - March 2012
American Century Investments August 1991 - May 2003
Skills
Analytics, Segmentation, Market Research, Marketing Research, Competitive Analysis, Financial Services
Education
Northwest Missouri State University 1982 — 1987
BS, Business Management and Marketing
Waddell & Reed April 2012 - Present
J.P. Morgan May 2003 - March 2012
American Century Investments August 1991 - May 2003
Skills
Analytics, Segmentation, Market Research, Marketing Research, Competitive Analysis, Financial Services
Education
Northwest Missouri State University 1982 — 1987
BS, Business Management and Marketing
Tasha McConaha's Waddell & Reed Experience February 2015 - Present
Job Senior Data Analyst, Waddell & Reed
Industry Financial Services
Experience
Waddell & Reed February 2015 - Present
AIC (sub-contractor) and CSC (after converting) November 2012 - February 2015
CST Industries, Inc. June 2012 - October 2012
NetStandard, Inc. March 2012 - May 2012
Ericsson September 2010 - March 2012
Freightquote December 2006 - October 2009
Freightquote December 2006 - December 2007
National Insurance Producer Registry August 2005 - December 2006
MIQ Logistics 2002 - 2005
RiverPoint 2000 - 2002
Skills
Java, XML, Software Development, Microsoft SQL Server, Business Analysis, SQL, .NET, Project Management, JavaScript, Oracle, Web Applications, JSP, HTML, SDLC, T-SQL, Quality Assurance, Agile Project Management, Unix, Databases, Windows, Leadership, Stored Procedures, T-SQL Stored Procedures, Data Modeling, Data Analysis, Data Migration, Project Planning, Web Development, Unit Testing, Struts, Software Configuration..., Subversion, CVS, PVCS, Visual Basic 5.0/6.0, Visual Basic, Perl, Requirements Gathering, Requirements Analysis, Business Requirements, Requirements Management, Requirement..., Functional Requirements, Functional Training, User Experience, User Acceptance Testing, User Interface, User Interface..., User Interaction, Production Support
Education
Missouri Southern State University
Southwest Missouri State University
Bachelor of Science, Computer Information Systems
Waddell & Reed February 2015 - Present
AIC (sub-contractor) and CSC (after converting) November 2012 - February 2015
CST Industries, Inc. June 2012 - October 2012
NetStandard, Inc. March 2012 - May 2012
Ericsson September 2010 - March 2012
Freightquote December 2006 - October 2009
Freightquote December 2006 - December 2007
National Insurance Producer Registry August 2005 - December 2006
MIQ Logistics 2002 - 2005
RiverPoint 2000 - 2002
Skills
Java, XML, Software Development, Microsoft SQL Server, Business Analysis, SQL, .NET, Project Management, JavaScript, Oracle, Web Applications, JSP, HTML, SDLC, T-SQL, Quality Assurance, Agile Project Management, Unix, Databases, Windows, Leadership, Stored Procedures, T-SQL Stored Procedures, Data Modeling, Data Analysis, Data Migration, Project Planning, Web Development, Unit Testing, Struts, Software Configuration..., Subversion, CVS, PVCS, Visual Basic 5.0/6.0, Visual Basic, Perl, Requirements Gathering, Requirements Analysis, Business Requirements, Requirements Management, Requirement..., Functional Requirements, Functional Training, User Experience, User Acceptance Testing, User Interface, User Interface..., User Interaction, Production Support
Education
Missouri Southern State University
Southwest Missouri State University
Bachelor of Science, Computer Information Systems
Dominic Scarpulla's Waddell & Reed Experience June 2013 - August 2013
Job Investment Associate at Northern Trust Asset Management
Industry
Experience
Northern Trust Asset Management July 2015 - Present
Allstate July 2014 - July 2015
Waddell & Reed June 2013 - August 2013
Waddell & Reed June 2012 - August 2012
Skills
Financial Analysis, Corporate Finance, Financial Modeling, Microsoft Excel, Data Analysis, Analysis, Microsoft Office, PowerPoint, Microsoft Word, Leadership, Photoshop, Visual Basic, AutoCAD
Education
Northwestern University 2009 — 2014
Bachelor's Degree, Economics
Northern Trust Asset Management July 2015 - Present
Allstate July 2014 - July 2015
Waddell & Reed June 2013 - August 2013
Waddell & Reed June 2012 - August 2012
Skills
Financial Analysis, Corporate Finance, Financial Modeling, Microsoft Excel, Data Analysis, Analysis, Microsoft Office, PowerPoint, Microsoft Word, Leadership, Photoshop, Visual Basic, AutoCAD
Education
Northwestern University 2009 — 2014
Bachelor's Degree, Economics
Scott Faulhaber's Waddell & Reed Experience January 2002 - April 2003
Job Sales & Service Manager at U.S. Bank
Industry Banking
Experience
U.S. Bank November 2014 - August 2015
U.S. Bank June 2012 - November 2014
PEI Logistics December 2011 - June 2012
Citi March 2004 - December 2009
Waddell & Reed January 2002 - April 2003
Morgan Stanley April 2001 - November 2001
Skills
Customer Service, Investments, Process Improvement, Sales, Coaching, Microsoft Excel, Outlook, New Business Development, Business Development, Training, Analysis, Budgets, Finance, Negotiation, Credit, Project Management, Banking, Management, Team Building
Education
Thomas More College 2009 — 2011
MBA, Business
Northern Kentucky University
Bachelor of Science, Finance
U.S. Bank November 2014 - August 2015
U.S. Bank June 2012 - November 2014
PEI Logistics December 2011 - June 2012
Citi March 2004 - December 2009
Waddell & Reed January 2002 - April 2003
Morgan Stanley April 2001 - November 2001
Skills
Customer Service, Investments, Process Improvement, Sales, Coaching, Microsoft Excel, Outlook, New Business Development, Business Development, Training, Analysis, Budgets, Finance, Negotiation, Credit, Project Management, Banking, Management, Team Building
Education
Thomas More College 2009 — 2011
MBA, Business
Northern Kentucky University
Bachelor of Science, Finance
Karl Chen's Waddell & Reed Experience 2014 - 2015
Job Financial Advisor at Ameriprise Financial
Industry Information Technology and Services
Experience
Waddell & Reed 2014 - 2015
Silicon Storage Technology April 2007 - February 2009
CKT International Co. Ltd. February 2004 - August 2007
Agilent January 2000 - January 2004
Siliconix January 1998 - January 2000
Siemens January 1995 - January 1998
J.J. Pickle Research Center January 1994 - December 1995
Skills
Chinese/mandarin, Product Management, Product Marketing, Semiconductors, Business Development, Cross-functional Team..., Competitive Analysis, Strategy, Consumer Electronics, IC, Product Development
Education
National Taiwan University 2009 — 2011
Graduate Credit Program (EMBA), Business Administration
The University of Texas at Austin
Bachelor of Science, Electrical Engineering
Waddell & Reed 2014 - 2015
Silicon Storage Technology April 2007 - February 2009
CKT International Co. Ltd. February 2004 - August 2007
Agilent January 2000 - January 2004
Siliconix January 1998 - January 2000
Siemens January 1995 - January 1998
J.J. Pickle Research Center January 1994 - December 1995
Skills
Chinese/mandarin, Product Management, Product Marketing, Semiconductors, Business Development, Cross-functional Team..., Competitive Analysis, Strategy, Consumer Electronics, IC, Product Development
Education
National Taiwan University 2009 — 2011
Graduate Credit Program (EMBA), Business Administration
The University of Texas at Austin
Bachelor of Science, Electrical Engineering
Malinda Pierce's Waddell & Reed Experience April 1985 - October 1988
Job Merchandise Assistant at JCPenney
Industry Business Supplies and Equipment
Experience
JCPenney June 1978 - Present
Payless Cashways, Inc. October 1988 - April 1993
Waddell & Reed April 1985 - October 1988
Skills
Microsoft Office, Sales Management, New Business Development, Microsoft Excel, Account Management, Negotiation, Strategic Planning, Microsoft Word, Sales, Team Building, Project Management, Marketing Strategy, Budgets
Education
Missouri Western State University 1978 — 1982
Bachelor's degree, Business Administration and Management, General
JCPenney June 1978 - Present
Payless Cashways, Inc. October 1988 - April 1993
Waddell & Reed April 1985 - October 1988
Skills
Microsoft Office, Sales Management, New Business Development, Microsoft Excel, Account Management, Negotiation, Strategic Planning, Microsoft Word, Sales, Team Building, Project Management, Marketing Strategy, Budgets
Education
Missouri Western State University 1978 — 1982
Bachelor's degree, Business Administration and Management, General
Carrie Wyman's Waddell & Reed Experience January 2005 - Present
Job Network Engineer at Datapipe
Industry Computer Networking
Experience
Datapipe September 2014 - Present
Waddell & Reed January 2005 - Present
Waddell & Reed January 2013 - September 2014
Waddell & Reed March 2001 - January 2005
TEKsystems May 2000 - March 2001
Universal Group Underwriters, LLC July 1997 - August 1999
Universal Group Underwriters, LLC December 1994 - July 1997
Jackson County December 1992 - December 1994
Skills
CCNA Training, Cisco QoS Training, CompTIA Network+..., Project Planning, Project Management, Team Leadership, Technical Documentation, CiscoWorks, Account Reconciliation, Project Justification, Wireless Networking, frame relay, T1s, DSL, Frame Relay, VPN, CCNA, Networking, Network Administration, Cisco Technologies, Network Security, ITIL, Servers
Education
National American University-Independence 1998 — 2001
Bachelor of Applied Science (B.A.Sc.), Management Information Systems with Emphasis in Network Management/Microsoft, 3.82
National American University-Independence 1997 — 1998
Associate of Science (A.S.), PC Support Specialist, 3.92
Datapipe September 2014 - Present
Waddell & Reed January 2005 - Present
Waddell & Reed January 2013 - September 2014
Waddell & Reed March 2001 - January 2005
TEKsystems May 2000 - March 2001
Universal Group Underwriters, LLC July 1997 - August 1999
Universal Group Underwriters, LLC December 1994 - July 1997
Jackson County December 1992 - December 1994
Skills
CCNA Training, Cisco QoS Training, CompTIA Network+..., Project Planning, Project Management, Team Leadership, Technical Documentation, CiscoWorks, Account Reconciliation, Project Justification, Wireless Networking, frame relay, T1s, DSL, Frame Relay, VPN, CCNA, Networking, Network Administration, Cisco Technologies, Network Security, ITIL, Servers
Education
National American University-Independence 1998 — 2001
Bachelor of Applied Science (B.A.Sc.), Management Information Systems with Emphasis in Network Management/Microsoft, 3.82
National American University-Independence 1997 — 1998
Associate of Science (A.S.), PC Support Specialist, 3.92
Robert Frese's Waddell & Reed Experience 2002 - 2010
Job Certified Financial Planner, Tax Preparation
Industry Accounting
Experience
William A Friberg, CPA August 2010 - Present
Waddell & Reed 2002 - 2010
Enterasys Networks 1997 - 2001
Zenith Data Systems 1988 - 1997
US Navy 1975 - 1997
Skills
Certified Financial..., Strategic Financial..., Estate Planning, Retirement Planning, Mutual Funds, Retirement, Investments, Asset Allocation, Investment Strategies, Personal Finance, Tax Preparation, Income Tax, Tax Returns, Financial Analysis, Tax
Education
Northwestern University
Bachelor of Arts (B.A.), History
University of Chicago Graduate School of Business
Master of Business Administration (MBA), Accounting and Finance
William A Friberg, CPA August 2010 - Present
Waddell & Reed 2002 - 2010
Enterasys Networks 1997 - 2001
Zenith Data Systems 1988 - 1997
US Navy 1975 - 1997
Skills
Certified Financial..., Strategic Financial..., Estate Planning, Retirement Planning, Mutual Funds, Retirement, Investments, Asset Allocation, Investment Strategies, Personal Finance, Tax Preparation, Income Tax, Tax Returns, Financial Analysis, Tax
Education
Northwestern University
Bachelor of Arts (B.A.), History
University of Chicago Graduate School of Business
Master of Business Administration (MBA), Accounting and Finance
Rodney Finney's Waddell & Reed Experience January 2002 - January 2004
Job Independent Agent at Aflac
Industry Financial Services
Experience
Aflac January 2014 - Present
JPMorgan Chase June 2005 - January 2014
Waddell & Reed January 2002 - January 2004
Big 5 Sporting Goods January 1999 - January 2003
Skills
PowerPoint, Outlook, Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, English, Windows, Research, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets, b, Equities, Financial Risk, Internet
Education
New Mexico Highlands University 1994 — 1999
Bachelor of Business Administration (BBA), Business Administration and Management, General
Aflac January 2014 - Present
JPMorgan Chase June 2005 - January 2014
Waddell & Reed January 2002 - January 2004
Big 5 Sporting Goods January 1999 - January 2003
Skills
PowerPoint, Outlook, Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, English, Windows, Research, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets, b, Equities, Financial Risk, Internet
Education
New Mexico Highlands University 1994 — 1999
Bachelor of Business Administration (BBA), Business Administration and Management, General
Megan Euler's Waddell & Reed Experience July 2014 - Present
Job Classic Broker Dealer Operations at Waddell & Reed
Industry Research
Experience
Waddell & Reed July 2014 - Present
NY & Company June 2013 - January 2014
PRA International December 2012 - May 2013
Quest Diagnostics August 2006 - May 2012
Skills
Over six years in..., Advanced knowledge of..., Detailed-oriented,..., Leader in Customer..., Excellent verbal and..., Strong Management skills, Complex problem solver, Management, Quality Assurance, Leadership, Customer Service, Analysis
Education
Missouri Western State University 1996 — 1997
Business Administration and Management, General, 3.5
Stephens College 1995 — 1996
Business Administration and Management, General, 3.5
Waddell & Reed July 2014 - Present
NY & Company June 2013 - January 2014
PRA International December 2012 - May 2013
Quest Diagnostics August 2006 - May 2012
Skills
Over six years in..., Advanced knowledge of..., Detailed-oriented,..., Leader in Customer..., Excellent verbal and..., Strong Management skills, Complex problem solver, Management, Quality Assurance, Leadership, Customer Service, Analysis
Education
Missouri Western State University 1996 — 1997
Business Administration and Management, General, 3.5
Stephens College 1995 — 1996
Business Administration and Management, General, 3.5
Avery Sanders's Waddell & Reed Experience August 2008 - December 2009
Job Claims Analyst at Southern California Gas Company
Industry Utilities
Experience
Southern California Gas Company September 2010 - Present
Broadspire January 2009 - December 2009
Waddell & Reed August 2008 - December 2009
Sedgwick July 2004 - December 2008
Travelers Insurance January 2000 - July 2004
Professional Claims Services September 1998 - January 2000
US Army June 1989 - June 1992
Skills
Analysis, Project Management, Data Analysis, Risk Management, Process Improvement
Education
University of La Verne 2005 — 2007
Master's Degree, Finance, 3.87
University of California, Irvine 1996 — 1998
Bachelor's Degree, Political Science and Government, 3.51
Mt. San Antonio College 1994 — 1996
Associate's Degree, General Studies
Southern California Gas Company September 2010 - Present
Broadspire January 2009 - December 2009
Waddell & Reed August 2008 - December 2009
Sedgwick July 2004 - December 2008
Travelers Insurance January 2000 - July 2004
Professional Claims Services September 1998 - January 2000
US Army June 1989 - June 1992
Skills
Analysis, Project Management, Data Analysis, Risk Management, Process Improvement
Education
University of La Verne 2005 — 2007
Master's Degree, Finance, 3.87
University of California, Irvine 1996 — 1998
Bachelor's Degree, Political Science and Government, 3.51
Mt. San Antonio College 1994 — 1996
Associate's Degree, General Studies
Courtney McCullough's Waddell & Reed Experience March 2013 - December 2013
Job Actuarial Assistant at Blue Cross and Blue Shield of Illinois, Montana, New Mexico, Oklahoma & Texas
Industry Financial Services
Experience
Blue Cross and Blue Shield of Illinois, Montana, New Mexico, Oklahoma & Texas July 2014 - Present
University of New Mexico August 2013 - December 2013
Waddell & Reed March 2013 - December 2013
Montana State University August 2010 - December 2012
Skills
Higher Education, Statistics, Data Analysis, Teaching, Customer Service, Statistical Modeling, Public Speaking, Research, Microsoft Excel, Access, Analysis
Education
Montana State University-Bozeman 2010 — 2013
Master of Science (M.S.), Mathematics
Western State Colorado University (formerly Western State College of Colorado) 2005 — 2009
Bachelor of Arts (B.A.), Mathematics
Blue Cross and Blue Shield of Illinois, Montana, New Mexico, Oklahoma & Texas July 2014 - Present
University of New Mexico August 2013 - December 2013
Waddell & Reed March 2013 - December 2013
Montana State University August 2010 - December 2012
Skills
Higher Education, Statistics, Data Analysis, Teaching, Customer Service, Statistical Modeling, Public Speaking, Research, Microsoft Excel, Access, Analysis
Education
Montana State University-Bozeman 2010 — 2013
Master of Science (M.S.), Mathematics
Western State Colorado University (formerly Western State College of Colorado) 2005 — 2009
Bachelor of Arts (B.A.), Mathematics
Javen Harris's Waddell & Reed Experience April 2012 - Present
Job Annuity Specialist at Waddell & Reed
Industry Financial Services
Experience
Waddell & Reed April 2012 - Present
Skills
Investments, Financial Analysis, Insurance, Finance, Financial Planning, Financial Services, Mutual Funds, Retirement Planning, Portfolio Management, Wealth Management
Education
Neosho County Community College 2002 — 2006
Associate's degree, Business Management
Waddell & Reed April 2012 - Present
Skills
Investments, Financial Analysis, Insurance, Finance, Financial Planning, Financial Services, Mutual Funds, Retirement Planning, Portfolio Management, Wealth Management
Education
Neosho County Community College 2002 — 2006
Associate's degree, Business Management
T Rowe Price
The Blackstone Group
Pioneer Investments
Lazard
ING Investment Management
Deutsche Asset Management
Lazard Asset Management
Natixis Global Asset Management