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
Paige Neat Paige Neat's Waddell & Reed Experience April 2014 - May 2015
Job Program Director
Industry Education Management
Experience
AYS Inc July 2015 - Present
Self Employed January 2013 - Present
Jefferson County Public Schools June 2014 - July 2015
Waddell & Reed April 2014 - May 2015
Career Athletes July 2013 - January 2014
Mt. Lebanon School District August 2013 - December 2013
Skills
Adobe Creative Suite, Graphic Design, Advertising, Marketing, Logo Design, Social Media, Microsoft Office, InDesign, Illustrator, Social Networking, Dreamweaver, PowerPoint, Media Arts, New Media Art, Final Cut Pro, Photoshop, Digital Photography, Video Editing, Microsoft Word, Web Design, Typography, Social Media Marketing, CSS, HTML, Mac, Marketing Communications, Event Planning, Time Management, Customer Service, Graphics, Microsoft Excel, Research, TextWrangler, Fetch, Corporate Identity, Vector Illustration, Sports Marketing, Corporate Branding, Interviews, Recruiting, Screening, Talent Acquisition
Education
Robert Morris University 2009 — 2013
Bachelor of Arts (BA), Media Arts: Graphic Design
Christian Academy of Louisville 2006 — 2009
High School Diploma
AYS Inc July 2015 - Present
Self Employed January 2013 - Present
Jefferson County Public Schools June 2014 - July 2015
Waddell & Reed April 2014 - May 2015
Career Athletes July 2013 - January 2014
Mt. Lebanon School District August 2013 - December 2013
Skills
Adobe Creative Suite, Graphic Design, Advertising, Marketing, Logo Design, Social Media, Microsoft Office, InDesign, Illustrator, Social Networking, Dreamweaver, PowerPoint, Media Arts, New Media Art, Final Cut Pro, Photoshop, Digital Photography, Video Editing, Microsoft Word, Web Design, Typography, Social Media Marketing, CSS, HTML, Mac, Marketing Communications, Event Planning, Time Management, Customer Service, Graphics, Microsoft Excel, Research, TextWrangler, Fetch, Corporate Identity, Vector Illustration, Sports Marketing, Corporate Branding, Interviews, Recruiting, Screening, Talent Acquisition
Education
Robert Morris University 2009 — 2013
Bachelor of Arts (BA), Media Arts: Graphic Design
Christian Academy of Louisville 2006 — 2009
High School Diploma
Margaret Kukuc Margaret Kukuc's Waddell & Reed Experience 1997 - 2002
Job Photographer at Kukuc Photography
Industry Photography
Experience
Kukuc Photography 2003 - Present
Kukuc Photography 2003 - Present
Waddell & Reed 1997 - 2002
Skills
Portrait Photography, Portraits
Education
Roosevelt University 1996 — 1998
MBA, Business Management
Robert Morris University - Illinois 1994 — 1996
Bachelor of Business Administration, Business Management
Kukuc Photography 2003 - Present
Kukuc Photography 2003 - Present
Waddell & Reed 1997 - 2002
Skills
Portrait Photography, Portraits
Education
Roosevelt University 1996 — 1998
MBA, Business Management
Robert Morris University - Illinois 1994 — 1996
Bachelor of Business Administration, Business Management
Nick Vail Nick Vail's Waddell & Reed Experience October 2011 - December 2013
Job "Building lasting relationships through a unique financial planning experience." Financial Advisor, CRPC
Industry Financial Services
Experience
Integrity Wealth Advisors December 2013 - Present
Waddell & Reed October 2011 - December 2013
Education
Purdue University 2006 — 2010
Bachelor of Science (BS), Financial Counseling and Planning
Integrity Wealth Advisors December 2013 - Present
Waddell & Reed October 2011 - December 2013
Education
Purdue University 2006 — 2010
Bachelor of Science (BS), Financial Counseling and Planning
Devin Haddix's Waddell & Reed Experience February 2015 - Present
Job Retirement Planning Sales Specialist at Waddell & Reed
Industry Financial Services
Experience
Waddell & Reed February 2015 - Present
Waddell & Reed June 2011 - February 2015
Waddell & Reed December 2009 - June 2011
Waddell & Reed 2006 - 2009
Skills
Mutual Funds, Retirement, Investments, 401k, Securities
Education
Park University 2010 — 2013
Master of Business Administration (MBA), Finance, General
Park University 2005 — 2009
Bachelor of Arts (BA), Finance and Financial Management Services
Waddell & Reed February 2015 - Present
Waddell & Reed June 2011 - February 2015
Waddell & Reed December 2009 - June 2011
Waddell & Reed 2006 - 2009
Skills
Mutual Funds, Retirement, Investments, 401k, Securities
Education
Park University 2010 — 2013
Master of Business Administration (MBA), Finance, General
Park University 2005 — 2009
Bachelor of Arts (BA), Finance and Financial Management Services
Andrew Cha Andrew Cha's Waddell & Reed Experience January 2011 - August 2012
Job Solutions Associate Big Data Management Consulting
Industry Management Consulting
Experience
Opera Solutions July 2013 - Present
Sagehen Capital Management September 2010 - May 2013
Harvest Learning Group January 2013 - April 2013
The Kairos Society 2011 - 2013
Waddell & Reed January 2011 - August 2012
Pomona College May 2010 - January 2011
Skills
Data Analysis, Management Consulting, R, Strategy, Research, Valuation, Analytics, Economics, Qualitative Research, Financial Modeling, Stata, Quantitative Analytics, SAS, LaTeX, Statistics, Bloomberg
Education
Pomona College
Bachelors of Arts (BA), Economics and Mathematics
Opera Solutions July 2013 - Present
Sagehen Capital Management September 2010 - May 2013
Harvest Learning Group January 2013 - April 2013
The Kairos Society 2011 - 2013
Waddell & Reed January 2011 - August 2012
Pomona College May 2010 - January 2011
Skills
Data Analysis, Management Consulting, R, Strategy, Research, Valuation, Analytics, Economics, Qualitative Research, Financial Modeling, Stata, Quantitative Analytics, SAS, LaTeX, Statistics, Bloomberg
Education
Pomona College
Bachelors of Arts (BA), Economics and Mathematics
Frank Meeder's Waddell & Reed Experience October 2010 - 2012
Job Investment Advisor Representative at Voya Financial Advisors, Inc
Industry Financial Services
Experience
ING Financial Partners January 2014 - April 2015
New York Life Insurance Company November 2012 - 2013
Waddell & Reed October 2010 - 2012
Education
Towson University 1972 — 1974
Bachelor of Arts (BA)
Randolph-Macon College 1970 — 1972
ING Financial Partners January 2014 - April 2015
New York Life Insurance Company November 2012 - 2013
Waddell & Reed October 2010 - 2012
Education
Towson University 1972 — 1974
Bachelor of Arts (BA)
Randolph-Macon College 1970 — 1972
Audrey Hall Audrey Hall's Waddell & Reed Experience January 2015 - Present
Job Tax Accountant at Waddell & Reed
Industry Accounting
Experience
Waddell & Reed January 2015 - Present
Ivy Funds September 2014 - January 2015
BKD CPAs & Advisors June 2014 - August 2014
Jane Kieffer, CPA February 2014 - June 2014
Harvey & Caldwell, PA February 2013 - February 2014
Redrock Canyon Grill May 2009 - August 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Photoshop, Public Speaking, Budgets, Strategic Planning, Time Management, Data Entry
Education
Rockhurst University 2011 — 2015
Bachelor's Degree, Accounting, Senior
Waddell & Reed January 2015 - Present
Ivy Funds September 2014 - January 2015
BKD CPAs & Advisors June 2014 - August 2014
Jane Kieffer, CPA February 2014 - June 2014
Harvey & Caldwell, PA February 2013 - February 2014
Redrock Canyon Grill May 2009 - August 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Photoshop, Public Speaking, Budgets, Strategic Planning, Time Management, Data Entry
Education
Rockhurst University 2011 — 2015
Bachelor's Degree, Accounting, Senior
Andrew Liu Andrew Liu's Waddell & Reed Experience April 2010 - September 2010
Job Investment Banking Analyst at Arma Partners
Industry Investment Banking
Experience
Arma Partners 2013 - Present
JMI Equity January 2012 - 2012
AGC Partners 2012 - 2012
Zhejiang Venture Capital September 2011 - December 2011
Union Square Advisors June 2011 - August 2011
Waddell & Reed April 2010 - September 2010
Skills
Corporate Development, LBO, M&A experience, Microsoft Excel, Capital IQ, Entrepreneurship, Stata, Start-ups, Finance, Competitive Analysis
Education
University of California, San Diego 2008 — 2012
BS, Management Science
Peking University 2011 — 2011
Chinese Language and Literature
Archbishop Mitty
Arma Partners 2013 - Present
JMI Equity January 2012 - 2012
AGC Partners 2012 - 2012
Zhejiang Venture Capital September 2011 - December 2011
Union Square Advisors June 2011 - August 2011
Waddell & Reed April 2010 - September 2010
Skills
Corporate Development, LBO, M&A experience, Microsoft Excel, Capital IQ, Entrepreneurship, Stata, Start-ups, Finance, Competitive Analysis
Education
University of California, San Diego 2008 — 2012
BS, Management Science
Peking University 2011 — 2011
Chinese Language and Literature
Archbishop Mitty
Jason Callaway, CPA Jason Callaway, CPA's Waddell & Reed Experience February 2013 - Present
Job Staff Accountant at Waddell & Reed
Industry Financial Services
Experience
Waddell & Reed February 2013 - Present
Waddell & Reed October 2011 - February 2013
American Residential Communities May 2011 - October 2011
DH Pace October 2007 - May 2011
H&R Block December 2009 - April 2010
Modern Woodmen of America July 2007 - September 2007
Grass Pad Inc. March 2000 - June 2007
Skills
Accounting, Finance, Microsoft Excel, Access, Microsoft Office, Customer Service, Contract Negotiation, Construction, Project Management
Education
Park University 2012 — 2012
Bachelor of Science (B.S.), Accounting, Magna Cum Laude
Park University 2005 — 2007
Bachelor of Arts (B.A.), Finance, Magna Cum Laude
Waddell & Reed February 2013 - Present
Waddell & Reed October 2011 - February 2013
American Residential Communities May 2011 - October 2011
DH Pace October 2007 - May 2011
H&R Block December 2009 - April 2010
Modern Woodmen of America July 2007 - September 2007
Grass Pad Inc. March 2000 - June 2007
Skills
Accounting, Finance, Microsoft Excel, Access, Microsoft Office, Customer Service, Contract Negotiation, Construction, Project Management
Education
Park University 2012 — 2012
Bachelor of Science (B.S.), Accounting, Magna Cum Laude
Park University 2005 — 2007
Bachelor of Arts (B.A.), Finance, Magna Cum Laude
A.J. Martin's Waddell & Reed Experience October 2014 - February 2015
Job Inventory Planner at MurphyHoffman Company (MHC Kenworth)
Industry Public Relations and Communications
Experience
Murphy-Hoffman Company (MHC Kenworth) February 2015 - Present
Waddell & Reed October 2014 - February 2015
Fertilizer Service January 2013 - September 2014
Football Club Kansas City April 2013 - August 2013
Mound City News May 2011 - December 2012
Carson's Sports Grille August 2008 - May 2011
Stoner Bin Construction May 2000 - August 2010
Skills
AS400, InDesign, Research, Adobe Creative Suite, Customer Service, Photoshop, Microsoft Office, Microsoft Excel, Microsoft Word, Strategic Planning, Editing, PowerPoint, Public Speaking, English, Windows, Outlook, Sales, Leadership, Social Media, Time Management, Marketing Communications, IBM SPSS Analytics, Purchasing
Education
Park University
Bachelor's Degree, Public Relations, 3.05 GPA
Northwest Missouri State University
Murphy-Hoffman Company (MHC Kenworth) February 2015 - Present
Waddell & Reed October 2014 - February 2015
Fertilizer Service January 2013 - September 2014
Football Club Kansas City April 2013 - August 2013
Mound City News May 2011 - December 2012
Carson's Sports Grille August 2008 - May 2011
Stoner Bin Construction May 2000 - August 2010
Skills
AS400, InDesign, Research, Adobe Creative Suite, Customer Service, Photoshop, Microsoft Office, Microsoft Excel, Microsoft Word, Strategic Planning, Editing, PowerPoint, Public Speaking, English, Windows, Outlook, Sales, Leadership, Social Media, Time Management, Marketing Communications, IBM SPSS Analytics, Purchasing
Education
Park University
Bachelor's Degree, Public Relations, 3.05 GPA
Northwest Missouri State University
Chad Flores's Waddell & Reed Experience September 2011 - July 2012
Job Purple Label Specialist
Industry Retail
Experience
Ralph Lauren October 2014 - Present
Nordstrom August 2013 - October 2014
Nordstrom June 2013 - August 2013
Nordstrom June 2012 - August 2013
Ralph Lauren March 2013 - June 2013
Waddell & Reed September 2011 - July 2012
Skills
Microsoft Office, English, Microsoft Excel, PowerPoint, Microsoft Word, Teamwork, Economics, Social Media, Customer Service, Public Speaking, Retail, Social Media Marketing, Inventory Management, Sales, Marketing, Administrative..., Event Management, Windows, French, Editing, Coaching, Leadership Development, Data Entry, Event Planning, Social Networking, Team Leadership, Training, Team Building, Community Outreach, Merchandising, Fashion, Visual Merchandising, Marketing Strategy, Management, Retail Sales, Recruiting, Facebook, Leadership, Time Management
Education
Point Loma Nazarene University 2010 — 2014
IN PROGRESS, Business Management: Global Business
Florence University of the Arts 2012 — 2013
International Business Management
Ralph Lauren October 2014 - Present
Nordstrom August 2013 - October 2014
Nordstrom June 2013 - August 2013
Nordstrom June 2012 - August 2013
Ralph Lauren March 2013 - June 2013
Waddell & Reed September 2011 - July 2012
Skills
Microsoft Office, English, Microsoft Excel, PowerPoint, Microsoft Word, Teamwork, Economics, Social Media, Customer Service, Public Speaking, Retail, Social Media Marketing, Inventory Management, Sales, Marketing, Administrative..., Event Management, Windows, French, Editing, Coaching, Leadership Development, Data Entry, Event Planning, Social Networking, Team Leadership, Training, Team Building, Community Outreach, Merchandising, Fashion, Visual Merchandising, Marketing Strategy, Management, Retail Sales, Recruiting, Facebook, Leadership, Time Management
Education
Point Loma Nazarene University 2010 — 2014
IN PROGRESS, Business Management: Global Business
Florence University of the Arts 2012 — 2013
International Business Management
Rebecca Rooks, MBA, AWMA® Rebecca Rooks, MBA, AWMA®'s Waddell & Reed Experience 1991 - 2011
Job Financial Advisor | Vice President at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. 2011 - Present
Waddell & Reed 1991 - 2011
Education
University of Oregon - Oregon Executive MBA 1989 — 1991
MBA, Business
Oregon State University 1978 — 1982
B.S., Accounting
Ameriprise Financial Services, Inc. 2011 - Present
Waddell & Reed 1991 - 2011
Education
University of Oregon - Oregon Executive MBA 1989 — 1991
MBA, Business
Oregon State University 1978 — 1982
B.S., Accounting
Rachael Baruth's Waddell & Reed Experience January 2010 - May 2010
Job Staff Accountant at B/E Aerospace
Industry Accounting
Experience
B/E Aerospace August 2015 - Present
Sagacious Consultants September 2014 - August 2015
Church of the Nazarene Foundation March 2014 - September 2014
Church of the Nazarene Foundation August 2013 - March 2014
Church of the Nazarene May 2012 - September 2013
Altura Credit Union March 2012 - May 2012
Pottery Barn October 2010 - May 2012
Justin Time Services February 2011 - August 2011
Waddell & Reed January 2010 - May 2010
Point Loma Nzarene University November 2007 - April 2010
Skills
QuickBooks, Microsoft Excel, Microsoft Word, PowerPoint, Time Management, Microsoft Office, Outlook, Customer Service, Accounting, Data Entry, Public Speaking, Administrative..., OPAL, Adobe Acrobat, Event Planning, SharePoint, InDesign
Education
Point Loma Nazarene University 2006 — 2010
B.A., Accounting, Business Administration
B/E Aerospace August 2015 - Present
Sagacious Consultants September 2014 - August 2015
Church of the Nazarene Foundation March 2014 - September 2014
Church of the Nazarene Foundation August 2013 - March 2014
Church of the Nazarene May 2012 - September 2013
Altura Credit Union March 2012 - May 2012
Pottery Barn October 2010 - May 2012
Justin Time Services February 2011 - August 2011
Waddell & Reed January 2010 - May 2010
Point Loma Nzarene University November 2007 - April 2010
Skills
QuickBooks, Microsoft Excel, Microsoft Word, PowerPoint, Time Management, Microsoft Office, Outlook, Customer Service, Accounting, Data Entry, Public Speaking, Administrative..., OPAL, Adobe Acrobat, Event Planning, SharePoint, InDesign
Education
Point Loma Nazarene University 2006 — 2010
B.A., Accounting, Business Administration
Robert Rugen Robert Rugen's Waddell & Reed Experience January 2011 - May 2011
Job Team Lead at Apex Fun Run
Industry Nonprofit Organization Management
Experience
Apex Fun Run November 2013 - Present
Beautiful Feet October 2013 - April 2014
Security One Lending June 2012 - June 2013
Schwartz Commercial Realty December 2011 - August 2012
Point Loma Nazarene University September 2009 - December 2011
Gold River Racquet Club June 2011 - August 2011
Waddell & Reed January 2011 - May 2011
Courtside Tennis & Apparel January 2007 - August 2009
Skills
Financial Analysis, Real Estate, Excel, Business Planning, Sales, Public Speaking, Social Media Marketing
Education
Point Loma Nazarene University 2008 — 2012
Bachelor of Arts, Business Administration; Concentration: Entrepreneurship & Finance
Apex Fun Run November 2013 - Present
Beautiful Feet October 2013 - April 2014
Security One Lending June 2012 - June 2013
Schwartz Commercial Realty December 2011 - August 2012
Point Loma Nazarene University September 2009 - December 2011
Gold River Racquet Club June 2011 - August 2011
Waddell & Reed January 2011 - May 2011
Courtside Tennis & Apparel January 2007 - August 2009
Skills
Financial Analysis, Real Estate, Excel, Business Planning, Sales, Public Speaking, Social Media Marketing
Education
Point Loma Nazarene University 2008 — 2012
Bachelor of Arts, Business Administration; Concentration: Entrepreneurship & Finance
Alyssa Lawver Alyssa Lawver's Waddell & Reed Experience December 2007 - May 2009
Job Landman at Dakota Land, LLC
Industry Oil & Energy
Experience
Dakota Land, LLC December 2014 - Present
Jackfork Land, Inc November 2013 - December 2014
Chesapeake Energy June 2012 - October 2013
Chesapeake Energy May 2009 - June 2012
Waddell & Reed December 2007 - May 2009
Skills
Finance, Accounting, Energy Industry, Gas, Natural Gas, Investments, Energy, Oil, Oil/Gas, Petroleum, Microsoft Excel, Insurance, Microsoft Office, Microsoft Word, PowerPoint, Mineral Rights, Title Opinions, Enertia, Oil Industry, MS Excel Pivot Tables, Title Curative, Wills, Trusts, Legal Research, Leases, Deeds, Trust Deeds, Gas Balancing Accounting, Chain of Title, Oil
Education
Pepperdine University 2004 — 2007
Bachelor of Arts, Economics
Dakota Land, LLC December 2014 - Present
Jackfork Land, Inc November 2013 - December 2014
Chesapeake Energy June 2012 - October 2013
Chesapeake Energy May 2009 - June 2012
Waddell & Reed December 2007 - May 2009
Skills
Finance, Accounting, Energy Industry, Gas, Natural Gas, Investments, Energy, Oil, Oil/Gas, Petroleum, Microsoft Excel, Insurance, Microsoft Office, Microsoft Word, PowerPoint, Mineral Rights, Title Opinions, Enertia, Oil Industry, MS Excel Pivot Tables, Title Curative, Wills, Trusts, Legal Research, Leases, Deeds, Trust Deeds, Gas Balancing Accounting, Chain of Title, Oil
Education
Pepperdine University 2004 — 2007
Bachelor of Arts, Economics
Steve Cure Steve Cure's Waddell & Reed Experience 2001 - 2002
Job Director of Refined Fuels at Agfinity, Inc.
Industry Oil & Energy
Experience
CHS Hedging, Inc 2008 - Present
Agfinity, Inc. August 2005 - Present
Bi-State Machinery 2002 - 2005
Waddell & Reed 2001 - 2002
Garnsey & Wheeler 1998 - 2001
Skills
Risk Management, Energy, Risk Assessment, Financial Analysis, Financial Risk, Petroleum, Natural Gas, Commodity, Energy Industry, Gas, Financial Modeling, Trading, Oil/Gas, Portfolio Management, Auditing, Managerial Finance, Contract Management, Forecasting, Oil & Gas Industry, Operations Management, Contract Negotiation, Finance, Management, Negotiation
Education
Regis University 2010 — 2012
Master of Business Administration (MBA), Accounting and Finance, 3.9
University of Northern Colorado 1997 — 2001
BA, Business Administration - Finance
CHS Hedging, Inc 2008 - Present
Agfinity, Inc. August 2005 - Present
Bi-State Machinery 2002 - 2005
Waddell & Reed 2001 - 2002
Garnsey & Wheeler 1998 - 2001
Skills
Risk Management, Energy, Risk Assessment, Financial Analysis, Financial Risk, Petroleum, Natural Gas, Commodity, Energy Industry, Gas, Financial Modeling, Trading, Oil/Gas, Portfolio Management, Auditing, Managerial Finance, Contract Management, Forecasting, Oil & Gas Industry, Operations Management, Contract Negotiation, Finance, Management, Negotiation
Education
Regis University 2010 — 2012
Master of Business Administration (MBA), Accounting and Finance, 3.9
University of Northern Colorado 1997 — 2001
BA, Business Administration - Finance
Tynishia Goodlow Tynishia Goodlow's Waddell & Reed Experience August 2012 - February 2015
Job Office Manager at Originate
Industry Computer Software
Experience
Originate April 2015 - Present
Waddell & Reed August 2012 - February 2015
State of Missouri March 2011 - August 2012
Commerce Bank September 2008 - March 2011
Comcast Cable January 2008 - September 2008
NovaStar Mortgage March 2002 - October 2006
Skills
Public Speaking, PowerPoint, Leadership, Training, Management, Customer Service, Microsoft Excel, Software Documentation, Outlook, Microsoft Word, Public Relations, Research, Payroll, Policy, Healthcare, Insurance, Nonprofits, Microsoft Office, Project Management, Event Management, Budgets, Time Management, Leadership Development
Education
Park University 2012 — 2014
Master's Degree, Public Affairs, Nonprofit and Community Services Management
Park University 2009 — 2011
Bachelor of Science (B.S.), Social Psychology
Originate April 2015 - Present
Waddell & Reed August 2012 - February 2015
State of Missouri March 2011 - August 2012
Commerce Bank September 2008 - March 2011
Comcast Cable January 2008 - September 2008
NovaStar Mortgage March 2002 - October 2006
Skills
Public Speaking, PowerPoint, Leadership, Training, Management, Customer Service, Microsoft Excel, Software Documentation, Outlook, Microsoft Word, Public Relations, Research, Payroll, Policy, Healthcare, Insurance, Nonprofits, Microsoft Office, Project Management, Event Management, Budgets, Time Management, Leadership Development
Education
Park University 2012 — 2014
Master's Degree, Public Affairs, Nonprofit and Community Services Management
Park University 2009 — 2011
Bachelor of Science (B.S.), Social Psychology
Benjamin Shand Benjamin Shand's Waddell & Reed Experience January 2012 - May 2012
Job Mathematics Teacher at Uncommon Schools
Industry Primary/Secondary Education
Experience
Uncommon Schools August 2014 - Present
Teach For America 2014 - Present
Coney Island Prep June 2014 - August 2014
Pomona College August 2013 - May 2014
Teach For America May 2013 - May 2014
Breakthrough New York June 2012 - August 2013
Waddell & Reed January 2012 - May 2012
Skills
Public Speaking, Microsoft Excel, Community Outreach, Event Planning, Leadership, iLife, Classroom Management, Writing, Stata, LaTeX, Data Analysis, Python, R, Project Management, Statistics, Maple
Education
Relay Graduate School of Education 2014 — 2016
Master's Degree, Secondary Mathematics Education
Pomona College 2010 — 2014
Bachelor's Degree, Economics (with Distinction in the Senior Exercise), Minor in Mathematics
연세대학교 / Yonsei University 2012 — 2012
Study Abroad Program, Underwood International College, Korean Language Institute, GPA: 4.0
Barrington High School 2006 — 2010
GPA: 4.0
Uncommon Schools August 2014 - Present
Teach For America 2014 - Present
Coney Island Prep June 2014 - August 2014
Pomona College August 2013 - May 2014
Teach For America May 2013 - May 2014
Breakthrough New York June 2012 - August 2013
Waddell & Reed January 2012 - May 2012
Skills
Public Speaking, Microsoft Excel, Community Outreach, Event Planning, Leadership, iLife, Classroom Management, Writing, Stata, LaTeX, Data Analysis, Python, R, Project Management, Statistics, Maple
Education
Relay Graduate School of Education 2014 — 2016
Master's Degree, Secondary Mathematics Education
Pomona College 2010 — 2014
Bachelor's Degree, Economics (with Distinction in the Senior Exercise), Minor in Mathematics
연세대학교 / Yonsei University 2012 — 2012
Study Abroad Program, Underwood International College, Korean Language Institute, GPA: 4.0
Barrington High School 2006 — 2010
GPA: 4.0
Heather Vanderpool Heather Vanderpool's Waddell & Reed Experience August 2015 - Present
Job Paralegal at Waddell & Reed
Industry Law Practice
Experience
Waddell & Reed August 2015 - Present
Ogletree Deakins March 2011 - August 2015
Skills
Civil Litigation, Pleadings, Legal Research, Trials, Litigation
Education
Park University
Bachelor of Arts (B.A.), Legal Studies, Summa Cum Laude
Rockhurst University
Certificate, Paralegal Studies
Waddell & Reed August 2015 - Present
Ogletree Deakins March 2011 - August 2015
Skills
Civil Litigation, Pleadings, Legal Research, Trials, Litigation
Education
Park University
Bachelor of Arts (B.A.), Legal Studies, Summa Cum Laude
Rockhurst University
Certificate, Paralegal Studies
Luke Hoover's Waddell & Reed Experience 2012 - 2013
Job Case Designer at LifePro Financial Services, Inc.
Industry Financial Services
Experience
LifePro Financial Services March 2014 - Present
SD Homes August 2013 - December 2013
Fermanian Business & Economic Institute October 2012 - December 2013
Waddell & Reed 2012 - 2013
Skills
Microsoft Office, Public Speaking, Social Media, Microsoft Excel, PowerPoint, Research, Microsoft Word, Event Planning, Customer Service, Teamwork, Leadership, Community Outreach, Volunteering, Nonprofits, Facebook, Social Networking, Time Management, English
Education
Point Loma Nazarene University 2010 — 2013
Bachelor of Business Administration (B.B.A.)
LifePro Financial Services March 2014 - Present
SD Homes August 2013 - December 2013
Fermanian Business & Economic Institute October 2012 - December 2013
Waddell & Reed 2012 - 2013
Skills
Microsoft Office, Public Speaking, Social Media, Microsoft Excel, PowerPoint, Research, Microsoft Word, Event Planning, Customer Service, Teamwork, Leadership, Community Outreach, Volunteering, Nonprofits, Facebook, Social Networking, Time Management, English
Education
Point Loma Nazarene University 2010 — 2013
Bachelor of Business Administration (B.B.A.)
Natalie Vaughn's Waddell & Reed Experience June 2013 - Present
Job Regional Recruiter at Waddell & Reed
Industry Financial Services
Experience
Waddell & Reed June 2013 - Present
Skills
Applicant Tracking..., Onboarding, Recruiting, College Recruiting, Talent Acquisition, Employee Relations, Human Resources, Talent Management, Interviews, Internet Recruiting, Benefits Administration, Sourcing
Education
Park University
Communication and Media Studies
Waddell & Reed June 2013 - Present
Skills
Applicant Tracking..., Onboarding, Recruiting, College Recruiting, Talent Acquisition, Employee Relations, Human Resources, Talent Management, Interviews, Internet Recruiting, Benefits Administration, Sourcing
Education
Park University
Communication and Media Studies
Ralph Bridegan Ralph Bridegan's Waddell & Reed Experience March 2005 - January 2006
Job Admissions Advisor at Career Education Corporation
Industry Higher Education
Experience
Bee company 2014 - 2015
Career Education Corporation April 2009 - April 2014
Senior Solutions October 2007 - November 2009
Charter One Investment Services January 2006 - January 2007
Waddell & Reed March 2005 - January 2006
Skills
Admissions, Student Recruiting, Retaining Customers, Higher Education, Adult Education, Admissions Counseling, Academic Administration, CampusVue, Student Financial Aid
Education
Rock Valley College
Associate's degree, Political Science/Business
Bee company 2014 - 2015
Career Education Corporation April 2009 - April 2014
Senior Solutions October 2007 - November 2009
Charter One Investment Services January 2006 - January 2007
Waddell & Reed March 2005 - January 2006
Skills
Admissions, Student Recruiting, Retaining Customers, Higher Education, Adult Education, Admissions Counseling, Academic Administration, CampusVue, Student Financial Aid
Education
Rock Valley College
Associate's degree, Political Science/Business
Kimberly Ball Kimberly Ball's Waddell & Reed Experience August 1996 - August 1998
Job Principal Systems Engineer at Raytheon Company
Industry Defense & Space
Experience
Raytheon Missile Systems May 2010 - Present
Raytheon Network Centric Systems May 2008 - May 2010
Raytheon Network Centric Systems April 2000 - May 2008
(varous) Temporary Agencies August 1998 - April 2000
Waddell & Reed August 1996 - August 1998
(various) Temporary Agencies August 1995 - July 1996
Fermilab May 1995 - August 1995
Prairie View A&M University May 1993 - May 1995
McDonnell Douglas Aerospace May 1994 - August 1994
Eastman Kodak May 1991 - August 1991
Skills
Technical Leadership, Project Management, System Integrators, Algorithm Development, Requirements Analysis, Requirements Management, Integration Testing, Technical Writing, Technical Presentations, Six Sigma, Telelogic DOORS, Microsoft Office, CM Synergy, Semiconductors, Systems Engineering, Software Engineering, Software Documentation, Cross-functional Team..., CMMI, Testing, Integration, Electrical Engineering, DoD, Engineering Management, Security Clearance, System Requirements, Sensors, System Design, Earned Value Management, Program Management, DoDAF, Configuration Management, Trade Studies, Aerospace, Rational DOORS, Management, Leadership, Engineering
Education
Texas Tech University 2003 — 2004
Master's degree, Engineering
Prairie View A&M University 1990 — 1995
Bachelor of Science (B.S.), Electrical and Electronics Engineering
Raytheon Missile Systems May 2010 - Present
Raytheon Network Centric Systems May 2008 - May 2010
Raytheon Network Centric Systems April 2000 - May 2008
(varous) Temporary Agencies August 1998 - April 2000
Waddell & Reed August 1996 - August 1998
(various) Temporary Agencies August 1995 - July 1996
Fermilab May 1995 - August 1995
Prairie View A&M University May 1993 - May 1995
McDonnell Douglas Aerospace May 1994 - August 1994
Eastman Kodak May 1991 - August 1991
Skills
Technical Leadership, Project Management, System Integrators, Algorithm Development, Requirements Analysis, Requirements Management, Integration Testing, Technical Writing, Technical Presentations, Six Sigma, Telelogic DOORS, Microsoft Office, CM Synergy, Semiconductors, Systems Engineering, Software Engineering, Software Documentation, Cross-functional Team..., CMMI, Testing, Integration, Electrical Engineering, DoD, Engineering Management, Security Clearance, System Requirements, Sensors, System Design, Earned Value Management, Program Management, DoDAF, Configuration Management, Trade Studies, Aerospace, Rational DOORS, Management, Leadership, Engineering
Education
Texas Tech University 2003 — 2004
Master's degree, Engineering
Prairie View A&M University 1990 — 1995
Bachelor of Science (B.S.), Electrical and Electronics Engineering
Dustin Carlton Dustin Carlton's Waddell & Reed Experience May 2008 - September 2008
Job Associate at Bass, Berry & Sims
Industry Law Practice
Experience
Bass, Berry & Sims September 2014 - Present
U.S. District Court August 2013 - July 2014
Wild Law Group PLLC June 2011 - May 2013
Bass, Berry & Sims June 2012 - August 2012
Forsyth County Public Defender May 2011 - June 2011
Best Buy May 2008 - August 2010
Waddell & Reed May 2008 - September 2008
Hungry Howie's Pizza, Inc. May 2007 - May 2008
Waddell & Reed May 2007 - August 2007
Square D Company May 2006 - August 2006
Skills
Litigation, Legal Writing, Legal Research, Employment Law, Lexis, Administrative Law, Class Actions, LexisNexis
Education
Wake Forest University School of Law 2010 — 2013
J.D.
Oral Roberts University 2004 — 2008
Bachelor of Arts, Theology with Business Minor
Bass, Berry & Sims September 2014 - Present
U.S. District Court August 2013 - July 2014
Wild Law Group PLLC June 2011 - May 2013
Bass, Berry & Sims June 2012 - August 2012
Forsyth County Public Defender May 2011 - June 2011
Best Buy May 2008 - August 2010
Waddell & Reed May 2008 - September 2008
Hungry Howie's Pizza, Inc. May 2007 - May 2008
Waddell & Reed May 2007 - August 2007
Square D Company May 2006 - August 2006
Skills
Litigation, Legal Writing, Legal Research, Employment Law, Lexis, Administrative Law, Class Actions, LexisNexis
Education
Wake Forest University School of Law 2010 — 2013
J.D.
Oral Roberts University 2004 — 2008
Bachelor of Arts, Theology with Business Minor
Chris Honer Chris Honer's Waddell & Reed Experience March 2010 - January 2013
Job
Industry Mechanical or Industrial Engineering
Experience
LPL Financial January 2013 - June 2015
Waddell & Reed March 2010 - January 2013
Schwartz Commercial Real Estate January 2008 - May 2008
Skills
Investments, Strategic Planning, Leadership, Finance, Strategic Financial..., Public Speaking, Wealth Management, Financial Advisory, Athletics, Entrepreneurship, Insurance, Investment Strategies, Retirement Planning, Asset Allocation, Financial Planning, Financial Management, Financial Services
Education
Point Loma Nazarene University 2008 — 2011
MBA, Business Administration
Point Loma Nazarene University 2004 — 2008
Bachelor of Arts, Business Administration; Entrepreneurial Finance
LPL Financial January 2013 - June 2015
Waddell & Reed March 2010 - January 2013
Schwartz Commercial Real Estate January 2008 - May 2008
Skills
Investments, Strategic Planning, Leadership, Finance, Strategic Financial..., Public Speaking, Wealth Management, Financial Advisory, Athletics, Entrepreneurship, Insurance, Investment Strategies, Retirement Planning, Asset Allocation, Financial Planning, Financial Management, Financial Services
Education
Point Loma Nazarene University 2008 — 2011
MBA, Business Administration
Point Loma Nazarene University 2004 — 2008
Bachelor of Arts, Business Administration; Entrepreneurial Finance
Lin Jongewaard Lin Jongewaard's Waddell & Reed Experience January 2008 - January 2009
Job Sign Language Interpreting
Industry Translation and Localization
Experience
InterpreCorps Interpreting Agency September 2014 - Present
Pickle Barrel April 2011 - September 2014
American State Bank March 2009 - November 2009
Waddell & Reed January 2008 - January 2009
Skills
Editing
Education
Augustana College (SD) 2010 — 2014
Bachelor of Arts (B.A.), Sign Language Interpreting
University of Northern Iowa 1999 — 2001
English
Oregon Institute of Technology 1996 — 1998
Vascular Technology
InterpreCorps Interpreting Agency September 2014 - Present
Pickle Barrel April 2011 - September 2014
American State Bank March 2009 - November 2009
Waddell & Reed January 2008 - January 2009
Skills
Editing
Education
Augustana College (SD) 2010 — 2014
Bachelor of Arts (B.A.), Sign Language Interpreting
University of Northern Iowa 1999 — 2001
English
Oregon Institute of Technology 1996 — 1998
Vascular Technology
Adam Fitzpatrick Adam Fitzpatrick's Waddell & Reed Experience May 2008 - September 2009
Job Student at Portland State University
Industry Political Organization
Experience
Stand for Children May 2010 - Present
Waddell & Reed May 2008 - September 2009
John L Scott Real Estate January 2006 - May 2008
La Salle Staffing January 2002 - December 2004
Avalon Enterprises, Inc April 2000 - October 2001
Softbook Press October 1999 - April 2000
General Electric Aircraft Engines May 1998 - September 1998
Skills
Nonprofits, Research, Microsoft Office, Microsoft Excel, Public Speaking, Mechanical Engineering, Robotics, Mobile Robotics, SLAM, Digital Control, Feedback Control Systems, Microcontrollers, Embedded Software, Finite Element Analysis, Abaqus, Solidworks, EagleCAD, Automation
Education
Portland State University 2012 — 2015
Master of Science, Mechanical Engineering
University of Notre Dame 1995 — 1999
B.S., Aerospace Engineering
Stand for Children May 2010 - Present
Waddell & Reed May 2008 - September 2009
John L Scott Real Estate January 2006 - May 2008
La Salle Staffing January 2002 - December 2004
Avalon Enterprises, Inc April 2000 - October 2001
Softbook Press October 1999 - April 2000
General Electric Aircraft Engines May 1998 - September 1998
Skills
Nonprofits, Research, Microsoft Office, Microsoft Excel, Public Speaking, Mechanical Engineering, Robotics, Mobile Robotics, SLAM, Digital Control, Feedback Control Systems, Microcontrollers, Embedded Software, Finite Element Analysis, Abaqus, Solidworks, EagleCAD, Automation
Education
Portland State University 2012 — 2015
Master of Science, Mechanical Engineering
University of Notre Dame 1995 — 1999
B.S., Aerospace Engineering
Sarah Rowe Sarah Rowe's Waddell & Reed Experience April 2011 - July 2011
Job Recruiter Seeking new opportunities
Industry Civil Engineering
Experience
HNTB January 2014 - October 2014
Black & Veatch August 2011 - January 2014
Waddell & Reed April 2011 - July 2011
Overland Solutions, Inc August 2008 - January 2011
SI International May 2002 - September 2008
Skills
Employee Relations, Sourcing, Technical Recruiting, Applicant Tracking..., Benefits Administration, Unemployment Claims, Cold Calling, Records Management, Data Entry, Job Fairs, Job Postings, Candidate Generation, BrassRing, Behavioral Interviewing, Mock Interviews, Interview Preparation, Competency Based..., Screening Resumes, Recruiting, Human Resources, Onboarding, Talent Acquisition, Internet Recruiting, College Recruiting, Talent Management, Employee Benefits, Workforce Planning, Staffing Services
Education
Park University
Business Administration and Human Resources Management
Raymore-Peculiar High School
HNTB January 2014 - October 2014
Black & Veatch August 2011 - January 2014
Waddell & Reed April 2011 - July 2011
Overland Solutions, Inc August 2008 - January 2011
SI International May 2002 - September 2008
Skills
Employee Relations, Sourcing, Technical Recruiting, Applicant Tracking..., Benefits Administration, Unemployment Claims, Cold Calling, Records Management, Data Entry, Job Fairs, Job Postings, Candidate Generation, BrassRing, Behavioral Interviewing, Mock Interviews, Interview Preparation, Competency Based..., Screening Resumes, Recruiting, Human Resources, Onboarding, Talent Acquisition, Internet Recruiting, College Recruiting, Talent Management, Employee Benefits, Workforce Planning, Staffing Services
Education
Park University
Business Administration and Human Resources Management
Raymore-Peculiar High School
Elizabeth Stolarski Elizabeth Stolarski's Waddell & Reed Experience September 2010 - October 2012
Job
Industry Restaurants
Experience
Chick-fil-A Corporate June 2014 - Present
Sequenom February 2014 - June 2014
Sequenom February 2013 - February 2014
The Limited July 2013 - January 2014
Point Loma Nazarene University January 2013 - May 2013
Nordstrom December 2012 - December 2012
Waddell & Reed September 2010 - October 2012
Nordstrom May 2007 - August 2010
Point Loma Nazarene University January 2007 - May 2010
Skills
Budgets, Microsoft Excel, Customer Service, Microsoft Office, Marketing Strategy, Customer Satisfaction, Consumer Insight, Events Coordination, Retail, Concur, Organization, Strategic Thinking, Project Coordination, Project Planning, Retail Sales, Fashion History, Fashion, Retail Branding, Branding Ideas, Executive Calendar..., Microsoft Publisher, Customer Support, SharePoint, WebEx
Education
Point Loma Nazarene University 2011 — 2013
Master of Business Administration (MBA), Organizational Leadership, 3.97
Point Loma Nazarene University 2006 — 2010
Bachelor of Arts (BA), Business Administration and Fashion Merchandising, 3.8
Richmond University in Florence, Italy 2008 — 2008
Credits earned toward degree, Italian, Art, and Fashion Marketing, 4.0
Chick-fil-A Corporate June 2014 - Present
Sequenom February 2014 - June 2014
Sequenom February 2013 - February 2014
The Limited July 2013 - January 2014
Point Loma Nazarene University January 2013 - May 2013
Nordstrom December 2012 - December 2012
Waddell & Reed September 2010 - October 2012
Nordstrom May 2007 - August 2010
Point Loma Nazarene University January 2007 - May 2010
Skills
Budgets, Microsoft Excel, Customer Service, Microsoft Office, Marketing Strategy, Customer Satisfaction, Consumer Insight, Events Coordination, Retail, Concur, Organization, Strategic Thinking, Project Coordination, Project Planning, Retail Sales, Fashion History, Fashion, Retail Branding, Branding Ideas, Executive Calendar..., Microsoft Publisher, Customer Support, SharePoint, WebEx
Education
Point Loma Nazarene University 2011 — 2013
Master of Business Administration (MBA), Organizational Leadership, 3.97
Point Loma Nazarene University 2006 — 2010
Bachelor of Arts (BA), Business Administration and Fashion Merchandising, 3.8
Richmond University in Florence, Italy 2008 — 2008
Credits earned toward degree, Italian, Art, and Fashion Marketing, 4.0
James Kuhn, MPA PMP CSM's Waddell & Reed Experience May 2013 - Present
Job President/Owner at Tactical Business Consultants, L.L.C.
Industry Financial Services
Experience
Tactical Business Consultants, L.L.C. May 2013 - Present
Waddell & Reed May 2013 - Present
Northland Community Emergency Response Team - CERT September 2010 - Present
JMA Information Technology October 2012 - May 2013
JPMorgan November 2009 - October 2012
TRIPLE-I October 2007 - February 2009
ASAP Staffing LLC September 2006 - July 2007
DST Systems January 1999 - August 2006
Skills
Program Management, Strategic Planning, Project Management, Organizational..., Consulting, Research Analysis and..., Analytics, Team Leadership, Software Project..., Software Documentation, IT Management, Business Process, Integration, Databases, Business Process..., CRM, SDLC, Analysis, Leadership
Education
Park University 2009 — 2012
Masters of Public Affairs, Disaster and Emergency Management, 4.0
FEMA - Emergency Management Institute 2010 — 2011
Emergency Management
University of Missouri-Kansas City 2000 — 2003
BA, Political Science
University of Central Missouri 1994 — 1997
Political Science
Tactical Business Consultants, L.L.C. May 2013 - Present
Waddell & Reed May 2013 - Present
Northland Community Emergency Response Team - CERT September 2010 - Present
JMA Information Technology October 2012 - May 2013
JPMorgan November 2009 - October 2012
TRIPLE-I October 2007 - February 2009
ASAP Staffing LLC September 2006 - July 2007
DST Systems January 1999 - August 2006
Skills
Program Management, Strategic Planning, Project Management, Organizational..., Consulting, Research Analysis and..., Analytics, Team Leadership, Software Project..., Software Documentation, IT Management, Business Process, Integration, Databases, Business Process..., CRM, SDLC, Analysis, Leadership
Education
Park University 2009 — 2012
Masters of Public Affairs, Disaster and Emergency Management, 4.0
FEMA - Emergency Management Institute 2010 — 2011
Emergency Management
University of Missouri-Kansas City 2000 — 2003
BA, Political Science
University of Central Missouri 1994 — 1997
Political Science
Christopher Keuchel's Waddell & Reed Experience August 2007 - Present
Job Field Helpdesk Technician at Waddell & Reed
Industry Financial Services
Experience
Waddell & Reed August 2007 - Present
CompUSA May 2000 - May 2007
Skills
Windows 7, LAN-WAN, Windows XP Pro, Windows Vista, Network Engineering, Internet Explorer, Windows, Microsoft Office, CompTIA A+ Certification, MCDST, Retail Sales Experience, Warehouse Management, Inventory Control, ITIL Certified, CompTIA Network+..., Team Leadership, Employee Training, Employee Management, Windows 8 / 8.1, Shipping & Receiving, Cross-functional..., Cross-functional..., Active Directory..., End User Training, Proprietary Software, Siebel 7.x, Software Installation, Software Configuration..., Compatibility Testing, Remote User Support, Windows Remote Desktop, Training Documentation, Process Improvement, Windows XP, Software Documentation, Technical Support, Customer Service, SDLC, Networking, Help Desk Support, Troubleshooting
Education
New Horizons 2014 — 2015
A+, Net+, MCDTS, CCENT, CCNA
Ottawa University 1993 — 1995
None, Theatre / Broadcast Communications
Waddell & Reed August 2007 - Present
CompUSA May 2000 - May 2007
Skills
Windows 7, LAN-WAN, Windows XP Pro, Windows Vista, Network Engineering, Internet Explorer, Windows, Microsoft Office, CompTIA A+ Certification, MCDST, Retail Sales Experience, Warehouse Management, Inventory Control, ITIL Certified, CompTIA Network+..., Team Leadership, Employee Training, Employee Management, Windows 8 / 8.1, Shipping & Receiving, Cross-functional..., Cross-functional..., Active Directory..., End User Training, Proprietary Software, Siebel 7.x, Software Installation, Software Configuration..., Compatibility Testing, Remote User Support, Windows Remote Desktop, Training Documentation, Process Improvement, Windows XP, Software Documentation, Technical Support, Customer Service, SDLC, Networking, Help Desk Support, Troubleshooting
Education
New Horizons 2014 — 2015
A+, Net+, MCDTS, CCENT, CCNA
Ottawa University 1993 — 1995
None, Theatre / Broadcast Communications
Jason Klepac Jason Klepac's Waddell & Reed Experience January 2003 - December 2004
Job Financial Services Professional
Industry Financial Services
Experience
Jackson Hewitt 2009 - Present
Aflac July 2006 - August 2007
Waddell & Reed January 2003 - December 2004
H&R Block Financial Advisors June 1999 - June 2001
Skills
Customer Service, Team Management, Sales Presentations, Direct Sales, Microsoft Office, Microsoft Excel, Investment Strategies, Tax Preparation
Education
Penn State University
Bachelor's Degree of Science, Finance, 3.3 GPA overall
Jackson Hewitt 2009 - Present
Aflac July 2006 - August 2007
Waddell & Reed January 2003 - December 2004
H&R Block Financial Advisors June 1999 - June 2001
Skills
Customer Service, Team Management, Sales Presentations, Direct Sales, Microsoft Office, Microsoft Excel, Investment Strategies, Tax Preparation
Education
Penn State University
Bachelor's Degree of Science, Finance, 3.3 GPA overall
Stephen Ecker's Waddell & Reed Experience March 2010 - January 2011
Job Manager of Mechanical Data and Regulatory Compliance at Trinity Industries, Inc.
Industry Financial Services
Experience
Trinity Industries, Inc. June 2015 - Present
Trinity Industries, Inc. November 2014 - May 2015
Trinity Industries, Inc. April 2013 - December 2014
Trust Management Network January 2011 - April 2013
InSource Power February 2011 - December 2011
Waddell & Reed March 2010 - January 2011
Skills
Investments, Strategic Financial..., Customer Service, Securities, Strategic Planning, Finance, Risk Management, Process Improvement, Budgets, Banking, Mutual Funds, Coaching, Business Analysis, Financial Modeling, Predictive Maintenance, Team Building, Financial Planning
Education
Oklahoma State University
Bachelor's degree, Accounting and Finance
Trinity Industries, Inc. June 2015 - Present
Trinity Industries, Inc. November 2014 - May 2015
Trinity Industries, Inc. April 2013 - December 2014
Trust Management Network January 2011 - April 2013
InSource Power February 2011 - December 2011
Waddell & Reed March 2010 - January 2011
Skills
Investments, Strategic Financial..., Customer Service, Securities, Strategic Planning, Finance, Risk Management, Process Improvement, Budgets, Banking, Mutual Funds, Coaching, Business Analysis, Financial Modeling, Predictive Maintenance, Team Building, Financial Planning
Education
Oklahoma State University
Bachelor's degree, Accounting and Finance
Kenneth Crosby Kenneth Crosby's Waddell & Reed Experience 1998 - 1999
Job Owner, Ken's Home Improvement, LLC
Industry Construction
Experience
Ken's Home Improvement, LLC 2002 - Present
Gilardi Foods 2000 - 2002
Waddell & Reed 1998 - 1999
United States Air Force 1975 - 1998
Skills
Microsoft Word, Microsoft Excel, Office Management, PowerPoint, Strategic Planning, Unix, Accounting, Logistics Management
Education
Park University
Bachelor of Science (BS), Business Administration and Management, General, 3.555
Park University
Bachelor of Science (BS), Accounting, 3.72
Park University
Bachelor of Science (BS), Logistics, Materials, and Supply Chain Management, 3.72
Ken's Home Improvement, LLC 2002 - Present
Gilardi Foods 2000 - 2002
Waddell & Reed 1998 - 1999
United States Air Force 1975 - 1998
Skills
Microsoft Word, Microsoft Excel, Office Management, PowerPoint, Strategic Planning, Unix, Accounting, Logistics Management
Education
Park University
Bachelor of Science (BS), Business Administration and Management, General, 3.555
Park University
Bachelor of Science (BS), Accounting, 3.72
Park University
Bachelor of Science (BS), Logistics, Materials, and Supply Chain Management, 3.72
Marland Richardson's Waddell & Reed Experience September 2009 - December 2010
Job Financial Services
Industry Financial Services
Experience
WestPoint Financial Group January 2011 - February 2012
Waddell & Reed September 2009 - December 2010
Charles Schwab July 2008 - August 2009
Indianapolis Black Expo 2005 - 2005
Education
Purdue University 2004 — 2008
WestPoint Financial Group January 2011 - February 2012
Waddell & Reed September 2009 - December 2010
Charles Schwab July 2008 - August 2009
Indianapolis Black Expo 2005 - 2005
Education
Purdue University 2004 — 2008
Laura Mortick Laura Mortick's Waddell & Reed Experience December 2012 - Present
Job Senior Applications Specialist at Waddell & Reed
Industry Financial Services
Experience
Waddell & Reed December 2012 - Present
Murphy-Hoffman Company June 2011 - December 2012
PlattForm Advertising July 2010 - June 2011
Embarq (now CenturyLink) November 2005 - July 2010
Sprint 2003 - 2005
Sprint 2002 - 2003
Sprint 1999 - 2002
Sprint 1997 - 1999
Blue Cross Blue Shield of Kansas City 1993 - 1997
Skills
Microsoft Dynamics CRM, Marketing Strategy, Direct Marketing, Marketing Management, Product Marketing, Microsoft CRM, CRM software, Microsoft Office, Microsoft Dynamics CRM..., Email Marketing, CRM, Analytics, Lead Generation, Competitive Analysis, Product Management, Marketing, Multi-channel Marketing, Segmentation, Strategy, Database Marketing, Leadership, Customer Retention, Customer Service, Management, Account Management, Customer Acquisition, Sales, Forecasting, Training, Strategic Planning, Analysis, Project Management
Education
Pittsburg State University
BBA, Marketing
The George Washington University - School of Business
Masters Certificate in Project Management
Waddell & Reed December 2012 - Present
Murphy-Hoffman Company June 2011 - December 2012
PlattForm Advertising July 2010 - June 2011
Embarq (now CenturyLink) November 2005 - July 2010
Sprint 2003 - 2005
Sprint 2002 - 2003
Sprint 1999 - 2002
Sprint 1997 - 1999
Blue Cross Blue Shield of Kansas City 1993 - 1997
Skills
Microsoft Dynamics CRM, Marketing Strategy, Direct Marketing, Marketing Management, Product Marketing, Microsoft CRM, CRM software, Microsoft Office, Microsoft Dynamics CRM..., Email Marketing, CRM, Analytics, Lead Generation, Competitive Analysis, Product Management, Marketing, Multi-channel Marketing, Segmentation, Strategy, Database Marketing, Leadership, Customer Retention, Customer Service, Management, Account Management, Customer Acquisition, Sales, Forecasting, Training, Strategic Planning, Analysis, Project Management
Education
Pittsburg State University
BBA, Marketing
The George Washington University - School of Business
Masters Certificate in Project Management
Dennis Fortin Dennis Fortin's Waddell & Reed Experience October 2009 - October 2011
Job Retirement Plan Consultant at Northwest Retirement Services
Industry Financial Services
Experience
Northwest Savings Bank January 2014 - Present
Fort LeBoeuf School District Foundation October 2008 - Present
4-10 Hogs October 2004 - Present
Evans Capital Management Inc. October 2011 - December 2013
Waddell & Reed October 2009 - October 2011
Perseus House September 2004 - December 2009
Canedy Sign & Graphics March 2003 - August 2004
General Council of the Assemblies of God April 1998 - August 2004
Education
Leadership Meadville 2
Pennsylvania State University-Erie Campus
Central Bible College 1995 — 1997
Bachelors Degree, Theology and Communications
Fort LeBoeuf 1980 — 1993
Diploma
Northwest Savings Bank January 2014 - Present
Fort LeBoeuf School District Foundation October 2008 - Present
4-10 Hogs October 2004 - Present
Evans Capital Management Inc. October 2011 - December 2013
Waddell & Reed October 2009 - October 2011
Perseus House September 2004 - December 2009
Canedy Sign & Graphics March 2003 - August 2004
General Council of the Assemblies of God April 1998 - August 2004
Education
Leadership Meadville 2
Pennsylvania State University-Erie Campus
Central Bible College 1995 — 1997
Bachelors Degree, Theology and Communications
Fort LeBoeuf 1980 — 1993
Diploma
Kristin Terranella-Gumina Kristin Terranella-Gumina's Waddell & Reed Experience March 2005 - July 2010
Job Financial Planning Associate at Ryan Poage & Co.
Industry Investment Management
Experience
Ryan Poage & Co. August 2010 - Present
Waddell & Reed March 2005 - July 2010
Education
Park University 2007 — 2009
Bachelor of Arts, Finance
Ryan Poage & Co. August 2010 - Present
Waddell & Reed March 2005 - July 2010
Education
Park University 2007 — 2009
Bachelor of Arts, Finance
Lorraine Dillingham Lorraine Dillingham's Waddell & Reed Experience October 2010 - October 2012
Job Associate Business Manager
Industry Public Relations and Communications
Experience
Daymon Worldwide March 2014 - Present
PLS Logistics Services September 2013 - February 2014
Lender Processing Services, Inc. (LPS) October 2012 - August 2013
The Players Championship 2012 - 2013
Waddell & Reed October 2010 - October 2012
Astro Entertainment, LLC. August 2006 - October 2012
Mace and Crown August 2005 - May 2010
Press Here Publicity June 2009 - August 2009
Max Media of Hampton Roads September 2005 - June 2009
Skills
Project Management, Client Relations Skills, Public Relations, Copy Editing, Event Planning, Photography, Photoshop, Cision, Compliance, Promotions, Website Development, New Business Development, Copywriting, PowerPoint, Brand Development, Marketing Strategy, Online Marketing, Social Media, Microsoft Excel, Graphic Design, SharePoint, Advertising, Press Releases, Software Process..., Sales Presentations, Direct Sales, Blogging, Media Relations, Email Marketing, Logistics Management, Supply Chain Management, Negotiation, Social Media Marketing
Education
Old Dominion University 2005 — 2010
B.A., Interdisciplinary Studies; Visual Media, Journalism, Communication
Kempsville High
Daymon Worldwide March 2014 - Present
PLS Logistics Services September 2013 - February 2014
Lender Processing Services, Inc. (LPS) October 2012 - August 2013
The Players Championship 2012 - 2013
Waddell & Reed October 2010 - October 2012
Astro Entertainment, LLC. August 2006 - October 2012
Mace and Crown August 2005 - May 2010
Press Here Publicity June 2009 - August 2009
Max Media of Hampton Roads September 2005 - June 2009
Skills
Project Management, Client Relations Skills, Public Relations, Copy Editing, Event Planning, Photography, Photoshop, Cision, Compliance, Promotions, Website Development, New Business Development, Copywriting, PowerPoint, Brand Development, Marketing Strategy, Online Marketing, Social Media, Microsoft Excel, Graphic Design, SharePoint, Advertising, Press Releases, Software Process..., Sales Presentations, Direct Sales, Blogging, Media Relations, Email Marketing, Logistics Management, Supply Chain Management, Negotiation, Social Media Marketing
Education
Old Dominion University 2005 — 2010
B.A., Interdisciplinary Studies; Visual Media, Journalism, Communication
Kempsville High
Brian Eckis's Waddell & Reed Experience March 2009 - July 2010
Job US Sales at MTD pure water
Industry Events Services
Experience
MTD pure water September 2014 - June 2015
Momentum Worldwide June 2014 - September 2014
Cenergy Activating Brands August 2010 - October 2013
Waddell & Reed March 2009 - July 2010
Michael Hamby Studios, Inc. January 2005 - October 2008
Skills
Networking, Sales, Event Management, Relationship Developer, Creative Strategy, Financial Structuring, Advertising, CRM, Business Development, Marketing Strategy
Education
Regis University 2002 — 2006
Bachelor of Arts (BA), Business/Finance
Canisius High School 1998 — 2002
Liberal Arts
MTD pure water September 2014 - June 2015
Momentum Worldwide June 2014 - September 2014
Cenergy Activating Brands August 2010 - October 2013
Waddell & Reed March 2009 - July 2010
Michael Hamby Studios, Inc. January 2005 - October 2008
Skills
Networking, Sales, Event Management, Relationship Developer, Creative Strategy, Financial Structuring, Advertising, CRM, Business Development, Marketing Strategy
Education
Regis University 2002 — 2006
Bachelor of Arts (BA), Business/Finance
Canisius High School 1998 — 2002
Liberal Arts
Joanna Smith-Weaver Joanna Smith-Weaver's Waddell & Reed Experience November 2002 - March 2006
Job Regional Services Advisor Assistant Vice President: Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo June 2015 - Present
Wells Fargo June 2014 - April 2015
Wells Fargo Bank April 2006 - June 2014
San Benito County Chamber of Commerce January 2012 - January 2013
Emmaus House September 2010 - January 2013
Waddell & Reed November 2002 - March 2006
Skills
Banking, Customer Service, Retirement, Wealth Management, Volunteer Management, Community Outreach, Series 7, Fundraising, Credit, Loans, Consumer Lending, Cross Selling
Education
Oregon State University 1998 — 2002
Bachelor of Science (B.S.), Speech Communication and Rhetoric
Wells Fargo June 2015 - Present
Wells Fargo June 2014 - April 2015
Wells Fargo Bank April 2006 - June 2014
San Benito County Chamber of Commerce January 2012 - January 2013
Emmaus House September 2010 - January 2013
Waddell & Reed November 2002 - March 2006
Skills
Banking, Customer Service, Retirement, Wealth Management, Volunteer Management, Community Outreach, Series 7, Fundraising, Credit, Loans, Consumer Lending, Cross Selling
Education
Oregon State University 1998 — 2002
Bachelor of Science (B.S.), Speech Communication and Rhetoric
Rick Printup Rick Printup's Waddell & Reed Experience January 2005 - November 2005
Job Sales and Business Development
Industry Biotechnology
Experience
BioExpress October 2012 - November 2013
Self August 2009 - September 2012
VWR International November 2005 - July 2009
Waddell & Reed January 2005 - November 2005
Robert Half International 2003 - 2004
Providence St. Vincent Medical Center 1997 - 2002
Skills
Surgery, Hospitals, Account Management, Business Development, Forecasting, New Business Development, Sales, Management, Customer Service, Solution Selling, Cold Calling, Marketing, Pharmaceutical Industry, Sales Presentations, Start-ups, Capital Equipment, Microsoft Office, Microsoft Excel, Microbiology, Lead Generation, Team Leadership, Sales Management..., Product Development, B2B, Team Building, Business Planning, Market Development, Leadership Development, Leadership, Marketing Strategy, Key Account Management, Sales Process, Market Research, Product Launch, Customer Satisfaction, Direct Sales, Salesforce.com, Product Marketing, Biotechnology, Contract Negotiation, Process Improvement, Product Management, Competitive Analysis, Market Planning, Life Sciences, Strategy, Pricing, Cross-functional Team..., Pharmaceutical Sales, Negotiation
Education
Portland State University 1997 — 2004
Bachelor of Science, Molecular Biology
University of Portland 1987 — 1991
Bachelor of Arts, Marketing/Marketing Management, General
Kaiser High School 1982 — 1986
Punahou 1979 — 1982
BioExpress October 2012 - November 2013
Self August 2009 - September 2012
VWR International November 2005 - July 2009
Waddell & Reed January 2005 - November 2005
Robert Half International 2003 - 2004
Providence St. Vincent Medical Center 1997 - 2002
Skills
Surgery, Hospitals, Account Management, Business Development, Forecasting, New Business Development, Sales, Management, Customer Service, Solution Selling, Cold Calling, Marketing, Pharmaceutical Industry, Sales Presentations, Start-ups, Capital Equipment, Microsoft Office, Microsoft Excel, Microbiology, Lead Generation, Team Leadership, Sales Management..., Product Development, B2B, Team Building, Business Planning, Market Development, Leadership Development, Leadership, Marketing Strategy, Key Account Management, Sales Process, Market Research, Product Launch, Customer Satisfaction, Direct Sales, Salesforce.com, Product Marketing, Biotechnology, Contract Negotiation, Process Improvement, Product Management, Competitive Analysis, Market Planning, Life Sciences, Strategy, Pricing, Cross-functional Team..., Pharmaceutical Sales, Negotiation
Education
Portland State University 1997 — 2004
Bachelor of Science, Molecular Biology
University of Portland 1987 — 1991
Bachelor of Arts, Marketing/Marketing Management, General
Kaiser High School 1982 — 1986
Punahou 1979 — 1982
Drew Wilsbach Drew Wilsbach's Waddell & Reed Experience August 2009 - October 2009
Job Credit and Collection Analyst
Industry Financial Services
Experience
D&H Distributing June 2012 - Present
Mellow Mushroom July 2010 - Present
Pizza Delight April 2007 - June 2010
Waddell & Reed August 2009 - October 2009
Skills
Customer Service
Education
Penn State University 2007 — 2009
Pennsylvania State University
Bachelor of Science, Business Administration and Finance
D&H Distributing June 2012 - Present
Mellow Mushroom July 2010 - Present
Pizza Delight April 2007 - June 2010
Waddell & Reed August 2009 - October 2009
Skills
Customer Service
Education
Penn State University 2007 — 2009
Pennsylvania State University
Bachelor of Science, Business Administration and Finance
Donna Gunzel Donna Gunzel's Waddell & Reed Experience February 2010 - Present
Job Senior Essbase Analyst at Waddell & Reed
Industry Computer Software
Experience
Waddell & Reed February 2010 - Present
H&R Block January 2006 - September 2009
Sprint May 1999 - January 2006
American Multi Cinema, Inc December 1994 - June 1999
MetMor Financial, Inc 1989 - 1994
Skills
Hyperion Planning, Essbase, Hyperion Enterprise, Finance, Oracle, Business Intelligence..., Budgets, Hyperion Financial..., Requirements Analysis, Strategic Financial..., Business Intelligence, Financial Forecasting, Accounting, Business Analysis, Hyperion
Education
Bethany 1977 — 1980
BA, History/Anthropology
Park University
BA, Accounting/Business Management
Waddell & Reed February 2010 - Present
H&R Block January 2006 - September 2009
Sprint May 1999 - January 2006
American Multi Cinema, Inc December 1994 - June 1999
MetMor Financial, Inc 1989 - 1994
Skills
Hyperion Planning, Essbase, Hyperion Enterprise, Finance, Oracle, Business Intelligence..., Budgets, Hyperion Financial..., Requirements Analysis, Strategic Financial..., Business Intelligence, Financial Forecasting, Accounting, Business Analysis, Hyperion
Education
Bethany 1977 — 1980
BA, History/Anthropology
Park University
BA, Accounting/Business Management
Brenden Reed's Waddell & Reed Experience August 2011 - Present
Job Client Services at Waddell & Reed
Industry Marketing and Advertising
Experience
Waddell & Reed August 2011 - Present
DST Systems February 2011 - August 2011
Skills
Sales, HTML, Marketing, Twitter, Customer Service, Access, PowerPoint, Management, SEO, Research, Merchandising, SEM, Event Planning, Selling, Microsoft Office, Social Media Marketing, Marketing Strategy, Microsoft Excel, CSS
Education
Pittsburg State University 2002 — 2007
BBA, Marketing
Waddell & Reed August 2011 - Present
DST Systems February 2011 - August 2011
Skills
Sales, HTML, Marketing, Twitter, Customer Service, Access, PowerPoint, Management, SEO, Research, Merchandising, SEM, Event Planning, Selling, Microsoft Office, Social Media Marketing, Marketing Strategy, Microsoft Excel, CSS
Education
Pittsburg State University 2002 — 2007
BBA, Marketing
Andrew Valentine Pool Andrew Valentine Pool's Waddell & Reed Experience January 2001 - October 2002
Job Investment Adviser at Regatta Research & Money Management LLC
Industry Financial Services
Experience
Regatta Research & Money Management LLC November 2002 - Present
Waddell & Reed January 2001 - October 2002
Omega Insurance Services August 2000 - December 2000
Skills
Investments, Asset Allocation, Asset Managment, Securities, Equities, Series 7, Risk Management, Financial Analysis, Hedge Funds, Investment Strategies, Strategic Financial..., Due Diligence, Estate Planning, Asset Management
Education
Richmond, The American International University in London 1996 — 1996
MBA, Intl Mrkt and Finance
Southeastern Louisiana University 1991 — 1995
BA, Management
Regatta Research & Money Management LLC November 2002 - Present
Waddell & Reed January 2001 - October 2002
Omega Insurance Services August 2000 - December 2000
Skills
Investments, Asset Allocation, Asset Managment, Securities, Equities, Series 7, Risk Management, Financial Analysis, Hedge Funds, Investment Strategies, Strategic Financial..., Due Diligence, Estate Planning, Asset Management
Education
Richmond, The American International University in London 1996 — 1996
MBA, Intl Mrkt and Finance
Southeastern Louisiana University 1991 — 1995
BA, Management
Jeff Keating Jeff Keating's Waddell & Reed Experience December 2007 - April 2008
Job Director, Global Software Reliability at Gilbarco Veeder Root
Industry Oil & Energy
Experience
Gilbarco Veeder Root August 2013 - Present
AT&T Wi-Fi Engineering June 2011 - August 2013
Symetrics Industrics LLC / PhotoTelesis LP October 2009 - June 2011
Kulabyte October 2008 - December 2008
Merrill Lynch April 2008 - September 2008
Waddell & Reed December 2007 - April 2008
Freescale Semiconductor Inc. 2003 - 2007
Motorola Inc. 1986 - 2003
Pratt and Whitney Aircraft 1985 - 1986
Eastman Kodak Company 1981 - 1985
Skills
Software Development, Assembly, C++, C, OOP, Project Management, Product Management, Wireless, Telecommunications, Cross-functional Team..., Program Management, Vendor Management, Testing, Management, Manufacturing, Team Management, Networking, Software Engineering, Software Project..., Integration, SDLC, PMP, Cloud Computing, IT Management, Leadership, Unix, Agile Methodologies, Requirements Analysis, Product Development, Mobile Devices, Network Security, Operations Management, GSM, System Architecture, Embedded Systems, Troubleshooting
Education
Penn State University
BS
Rochester Institute of Technology
MS
Gilbarco Veeder Root August 2013 - Present
AT&T Wi-Fi Engineering June 2011 - August 2013
Symetrics Industrics LLC / PhotoTelesis LP October 2009 - June 2011
Kulabyte October 2008 - December 2008
Merrill Lynch April 2008 - September 2008
Waddell & Reed December 2007 - April 2008
Freescale Semiconductor Inc. 2003 - 2007
Motorola Inc. 1986 - 2003
Pratt and Whitney Aircraft 1985 - 1986
Eastman Kodak Company 1981 - 1985
Skills
Software Development, Assembly, C++, C, OOP, Project Management, Product Management, Wireless, Telecommunications, Cross-functional Team..., Program Management, Vendor Management, Testing, Management, Manufacturing, Team Management, Networking, Software Engineering, Software Project..., Integration, SDLC, PMP, Cloud Computing, IT Management, Leadership, Unix, Agile Methodologies, Requirements Analysis, Product Development, Mobile Devices, Network Security, Operations Management, GSM, System Architecture, Embedded Systems, Troubleshooting
Education
Penn State University
BS
Rochester Institute of Technology
MS
Nicholas Henning's Waddell & Reed Experience May 2013 - August 2013
Job Analyst JP Morgan
Industry Financial Services
Experience
J.P. Morgan February 2015 - Present
Raymond James Consulting August 2014 - February 2015
Black School of Business at Penn State Erie, The Behrend College August 2010 - May 2014
Financial Management Association November 2012 - November 2013
Waddell & Reed May 2013 - August 2013
Gary Murray Painting May 2010 - August 2013
Skills
Equity Valuation, Fixed Income, Derivatives, Networking, Foreign Currency, Time Management, Graphic Design, Financial Analysis, Bloomberg, Finance, Investments, Mutual Funds, Portfolio Management, Strategy, Leadership
Education
Penn State University 2010 — 2014
Bachelor of Science (BS), Finance
Fort Leboeuf High School 2006 — 2010
High School Diploma
J.P. Morgan February 2015 - Present
Raymond James Consulting August 2014 - February 2015
Black School of Business at Penn State Erie, The Behrend College August 2010 - May 2014
Financial Management Association November 2012 - November 2013
Waddell & Reed May 2013 - August 2013
Gary Murray Painting May 2010 - August 2013
Skills
Equity Valuation, Fixed Income, Derivatives, Networking, Foreign Currency, Time Management, Graphic Design, Financial Analysis, Bloomberg, Finance, Investments, Mutual Funds, Portfolio Management, Strategy, Leadership
Education
Penn State University 2010 — 2014
Bachelor of Science (BS), Finance
Fort Leboeuf High School 2006 — 2010
High School Diploma
Christopher Ralph Christopher Ralph's Waddell & Reed Experience January 2013 - October 2013
Job Insurance and Financial Services Professional
Industry Financial Services
Experience
Farmers Insurance October 2013 - October 2014
Waddell & Reed January 2013 - October 2013
Huntington Medical Foundation 2008 - 2012
Indymac Bank 2007 - 2008
Yahoo June 2004 - July 2007
Public Storage September 2001 - December 2001
Skills
Life & Health Insurance..., Annuity Sales, Licensed Life Insurance..., Long Term Care Insurance, Disability Insurance, Property & Casualty..., Customer Service, Series 7, Insurance, Commercial Insurance, Finance, Invoicing, Sales, Financial Analysis, Social Media Marketing, Management, Marketing, Social Media
Education
Regis University 2012 — 2015
Bachelor of Science (BS), Finance, General
Pasadena City College 2002 — 2004
University of Colorado at Boulder 2000 — 2001
San Marino High School 1996 — 2000
Farmers Insurance October 2013 - October 2014
Waddell & Reed January 2013 - October 2013
Huntington Medical Foundation 2008 - 2012
Indymac Bank 2007 - 2008
Yahoo June 2004 - July 2007
Public Storage September 2001 - December 2001
Skills
Life & Health Insurance..., Annuity Sales, Licensed Life Insurance..., Long Term Care Insurance, Disability Insurance, Property & Casualty..., Customer Service, Series 7, Insurance, Commercial Insurance, Finance, Invoicing, Sales, Financial Analysis, Social Media Marketing, Management, Marketing, Social Media
Education
Regis University 2012 — 2015
Bachelor of Science (BS), Finance, General
Pasadena City College 2002 — 2004
University of Colorado at Boulder 2000 — 2001
San Marino High School 1996 — 2000
Brittany Broyles's Waddell & Reed Experience February 2008 - March 2009
Job Buyer Analyst
Industry Logistics and Supply Chain
Experience
Cargotec Corporation August 2011 - Present
Ottawa University August 2009 - May 2012
Career Athletes September 2010 - December 2010
Waddell & Reed February 2008 - March 2009
Spencer Reed Group May 2007 - February 2008
Education
Ottawa University 2010 — 2012
Masters, Business Administration
Ottawa University 2003 — 2007
BA, Accounting & Business Administration
Cargotec Corporation August 2011 - Present
Ottawa University August 2009 - May 2012
Career Athletes September 2010 - December 2010
Waddell & Reed February 2008 - March 2009
Spencer Reed Group May 2007 - February 2008
Education
Ottawa University 2010 — 2012
Masters, Business Administration
Ottawa University 2003 — 2007
BA, Accounting & Business Administration
Jeff Ricketts Jeff Ricketts's Waddell & Reed Experience July 2009 - April 2010
Job Realtor Coldwell Banker Wyomissing
Industry Real Estate
Experience
Coldwell Banker Real Estate November 2012 - Present
Target September 2010 - July 2011
Waddell & Reed July 2009 - April 2010
Ephrata National Bank November 2008 - June 2009
Hinkletown Branch September 2006 - November 2008
Fulton Bank April 2002 - September 2006
Wyomissing Office December 2000 - March 2002
Farmers First Bank March 1995 - November 2000
Skills
Finance, Credit, Customer Service, Insurance, Strategic Financial..., Microsoft Excel, Sales, Workshop Facilitation, Coaching, Microsoft Office, Bonds, Microsoft Word, Change Management, Outlook, Recruiting, Public Speaking, Strategic Planning, Mortgage Lending, Residential Homes, Marketing Strategy, Sales Management, Loans, Real Estate, Selling
Education
Penn State University 1983 — 1987
BS, Marketing
Wilson High School 1979 — 1983
Yes, Academic
Coldwell Banker Real Estate November 2012 - Present
Target September 2010 - July 2011
Waddell & Reed July 2009 - April 2010
Ephrata National Bank November 2008 - June 2009
Hinkletown Branch September 2006 - November 2008
Fulton Bank April 2002 - September 2006
Wyomissing Office December 2000 - March 2002
Farmers First Bank March 1995 - November 2000
Skills
Finance, Credit, Customer Service, Insurance, Strategic Financial..., Microsoft Excel, Sales, Workshop Facilitation, Coaching, Microsoft Office, Bonds, Microsoft Word, Change Management, Outlook, Recruiting, Public Speaking, Strategic Planning, Mortgage Lending, Residential Homes, Marketing Strategy, Sales Management, Loans, Real Estate, Selling
Education
Penn State University 1983 — 1987
BS, Marketing
Wilson High School 1979 — 1983
Yes, Academic
James Finlay James Finlay's Waddell & Reed Experience August 2010 - April 2012
Job Financial Specialist at PNC Financial Services
Industry Financial Services
Experience
PNC Financial Services April 2012 - Present
Waddell & Reed August 2010 - April 2012
Education
Penn State University 2006 — 2010
BS, Economics
PNC Financial Services April 2012 - Present
Waddell & Reed August 2010 - April 2012
Education
Penn State University 2006 — 2010
BS, Economics
Benjamin Hammond Benjamin Hammond's Waddell & Reed Experience June 2013 - July 2013
Job Retirement Consulting Pension Administration
Industry Financial Services
Experience
Aon Hewitt April 2015 - Present
Mark IV Communications Inc. July 2014 - October 2014
San Diego County Treasurer Tax Collector June 2013 - March 2014
Waddell & Reed June 2013 - July 2013
Point Loma Nazarene University Department of Public Safety November 2011 - May 2013
Ben Hammond's Racquet Stringing January 2007 - June 2010
Skills
Microsoft Excel, Microsoft Office, Customer Service, Marketing, Finance, Photoshop, PowerPoint, Management, Teamwork
Education
Point Loma Nazarene University 2010 — 2014
Bachelor of Science (BS), Business Administration (Finance)
Aon Hewitt April 2015 - Present
Mark IV Communications Inc. July 2014 - October 2014
San Diego County Treasurer Tax Collector June 2013 - March 2014
Waddell & Reed June 2013 - July 2013
Point Loma Nazarene University Department of Public Safety November 2011 - May 2013
Ben Hammond's Racquet Stringing January 2007 - June 2010
Skills
Microsoft Excel, Microsoft Office, Customer Service, Marketing, Finance, Photoshop, PowerPoint, Management, Teamwork
Education
Point Loma Nazarene University 2010 — 2014
Bachelor of Science (BS), Business Administration (Finance)
Murray Doig, CPA Murray Doig, CPA's Waddell & Reed Experience May 2012 - July 2012
Job Accounting and Budget Analyst at Point Loma Nazarene University
Industry Accounting
Experience
Point Loma Nazarene University June 2015 - Present
Deloitte 2013 - June 2015
Point Loma Nazarene University August 2012 - May 2013
Becker Professional Education August 2012 - May 2013
Point Loma Nazarene University May 2012 - May 2013
Point Loma Nazarene University January 2010 - May 2013
Waddell & Reed May 2012 - July 2012
Point Loma Nazarene University 2011 - 2012
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Editing, Facebook
Education
Point Loma Nazarene University 2009 — 2012
Bachelor of Arts (BA), Accounting and Business Administration
Point Loma Nazarene University June 2015 - Present
Deloitte 2013 - June 2015
Point Loma Nazarene University August 2012 - May 2013
Becker Professional Education August 2012 - May 2013
Point Loma Nazarene University May 2012 - May 2013
Point Loma Nazarene University January 2010 - May 2013
Waddell & Reed May 2012 - July 2012
Point Loma Nazarene University 2011 - 2012
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Editing, Facebook
Education
Point Loma Nazarene University 2009 — 2012
Bachelor of Arts (BA), Accounting and Business Administration
Errol Henry Errol Henry's Waddell & Reed Experience March 2008 - September 2008
Job Account Manager
Industry Entertainment
Experience
new employers. January 2012 - Present
Eyetronics 3D Scanning September 2008 - February 2011
Waddell & Reed March 2008 - September 2008
Education
Pepperdine University
Bachelor of Science, Business Management
new employers. January 2012 - Present
Eyetronics 3D Scanning September 2008 - February 2011
Waddell & Reed March 2008 - September 2008
Education
Pepperdine University
Bachelor of Science, Business Management
Kaylan Russell Kaylan Russell's Waddell & Reed Experience September 2003 - October 2004
Job HR Manager
Industry Human Resources
Experience
Appia, Inc. February 2010 - November 2011
Handango, Inc. September 2005 - February 2010
Waddell & Reed September 2003 - October 2004
Skills
Employee Benefits, Employee Relations, Deferred Compensation, Applicant Tracking..., Benefits Administration, Change Management, FMLA, Hiring, Human Resources, Management, New Hire Orientations, Onboarding, Payroll, Performance Management, Personnel Management, Sourcing, Recruiting, System Administration, Talent Management, Talent Acquisition, Team Building, Technical Recruiting, HRIS
Education
Oklahoma State University 1999 — 2003
BS, Finance
Appia, Inc. February 2010 - November 2011
Handango, Inc. September 2005 - February 2010
Waddell & Reed September 2003 - October 2004
Skills
Employee Benefits, Employee Relations, Deferred Compensation, Applicant Tracking..., Benefits Administration, Change Management, FMLA, Hiring, Human Resources, Management, New Hire Orientations, Onboarding, Payroll, Performance Management, Personnel Management, Sourcing, Recruiting, System Administration, Talent Management, Talent Acquisition, Team Building, Technical Recruiting, HRIS
Education
Oklahoma State University 1999 — 2003
BS, Finance
Jason Siem Jason Siem's Waddell & Reed Experience August 2008 - April 2009
Job Revenue Management Analyst at Norwegian Cruise Line
Industry Leisure, Travel & Tourism
Experience
Norwegian Cruise Line December 2014 - Present
Financial Services Industry May 2007 - Present
Hertz February 2014 - December 2014
University of Miami, Miller School of Medicine April 2012 - July 2013
University of Miami June 2011 - May 2013
University of Miami, Miller School of Medicine June 2012 - August 2012
H&R Block December 2010 - April 2011
H&R Block December 2009 - April 2010
Waddell & Reed August 2008 - April 2009
Loan Network LLC September 2007 - August 2008
Education
University of Miami - School of Business 2011 — 2013
MBA
Pacific Lutheran University - School of Business 2003 — 2007
BBA
South Kitsap High School 2000 — 2003
High School Diploma
Norwegian Cruise Line December 2014 - Present
Financial Services Industry May 2007 - Present
Hertz February 2014 - December 2014
University of Miami, Miller School of Medicine April 2012 - July 2013
University of Miami June 2011 - May 2013
University of Miami, Miller School of Medicine June 2012 - August 2012
H&R Block December 2010 - April 2011
H&R Block December 2009 - April 2010
Waddell & Reed August 2008 - April 2009
Loan Network LLC September 2007 - August 2008
Education
University of Miami - School of Business 2011 — 2013
MBA
Pacific Lutheran University - School of Business 2003 — 2007
BBA
South Kitsap High School 2000 — 2003
High School Diploma
Matthew Rupert Matthew Rupert's Waddell & Reed Experience May 2014 - July 2014
Job Entrepreneur and Investor
Industry Events Services
Experience
Matt's Tickets October 2014 - Present
Oklahoma State University August 2011 - Present
Waddell & Reed May 2014 - July 2014
The Smokey Pokey Restaurant January 2013 - August 2013
Subway January 2011 - December 2012
Kaw Valley Greenhouses May 2011 - July 2012
Wichita Wild Football February 2011 - June 2011
Education
Oklahoma State University 2011 — 2014
Finance, Finance & Marketing
Wichita State University 2010 — 2010
Matt's Tickets October 2014 - Present
Oklahoma State University August 2011 - Present
Waddell & Reed May 2014 - July 2014
The Smokey Pokey Restaurant January 2013 - August 2013
Subway January 2011 - December 2012
Kaw Valley Greenhouses May 2011 - July 2012
Wichita Wild Football February 2011 - June 2011
Education
Oklahoma State University 2011 — 2014
Finance, Finance & Marketing
Wichita State University 2010 — 2010
Tyler Morris's Waddell & Reed Experience May 2010 - December 2011
Job Financial Advisor at Personal Capital
Industry Financial Services
Experience
Personal Capital February 2014 - Present
Lighthouse Financial LLC March 2013 - February 2014
Scottrade December 2011 - March 2013
Waddell & Reed May 2010 - December 2011
Purdue Collegiate Financial Planners Club August 2009 - May 2010
Purdue University Boiler Crossing September 2008 - May 2010
Liberty Mutual Insurance Company May 2009 - August 2009
Skills
Leadership, Investments, Financial Analysis, Finance, Marketing, Mutual Funds, Networking, Strategic Financial..., Microsoft Excel, Microsoft Office, Insurance, PowerPoint, Customer Service, Financial Modeling, Strategic Planning, Data Analysis, Portfolio Management
Education
Purdue University 2006 — 2010
Bachelor of Science, Financial Counseling and Planning
Personal Capital February 2014 - Present
Lighthouse Financial LLC March 2013 - February 2014
Scottrade December 2011 - March 2013
Waddell & Reed May 2010 - December 2011
Purdue Collegiate Financial Planners Club August 2009 - May 2010
Purdue University Boiler Crossing September 2008 - May 2010
Liberty Mutual Insurance Company May 2009 - August 2009
Skills
Leadership, Investments, Financial Analysis, Finance, Marketing, Mutual Funds, Networking, Strategic Financial..., Microsoft Excel, Microsoft Office, Insurance, PowerPoint, Customer Service, Financial Modeling, Strategic Planning, Data Analysis, Portfolio Management
Education
Purdue University 2006 — 2010
Bachelor of Science, Financial Counseling and Planning
L. W. H. II's Waddell & Reed Experience April 2015 - Present
Job F. A. at Waddell & Reed
Industry Public Relations and Communications
Experience
Waddell & Reed April 2015 - Present
Patriot Payment Group, LLC March 2015 - Present
Uber October 2014 - Present
Tax & Financial Group March 2014 - October 2014
The Cannery January 2012 - January 2014
Scott's Seafood Restaurant October 2008 - October 2011
Baci Ristorante October 2005 - October 2008
Chanteclair January 2004 - October 2005
Spark Woodfire Grill April 2003 - April 2005
Allegience Telecom January 2003 - January 2005
Skills
Finance, Holistic Financial..., Retirement Planning, Asset Protection, Life Insurance, Risk Management, Charitable Trusts, Wealth Management, Investments, Business Succession..., Seminar Presentations, Outside Sales, Sales Operations, Inside Sales, Phone Etiquette, Media Relations, Interpersonal..., Public Relations, Writing, Data Analysis, Proposal Writing, Detailed Organization, Critical Thinking, Report Writing, Priority Management, Retail Sales, Customer Service, Merchant Services, Hospitality Management, Hospitality, Restaurants, Fine Dining, Banquets, Food & Alcohol Pairing, Bartending, Liquor Knowledge, Beer Knowldge, Wine Knowledge, Drink Mixology, Cuisine, Food & Beverage, Inventory Control, Adaptability, Driving, Chauferring
Education
Ripon College 1990 — 1994
Bachelor of Arts (B.A.), History & Theater, 3.3 GPA
SEA (Sea Education Association) 1993 — 1993
Summer Program/Semester at SEA, Oceanography, Nautical Science, Maritime Studies, 3.2
York Saint John University, York, England 1991 — 1992
N/A, History & Theater, 3.4 GPA
Waddell & Reed April 2015 - Present
Patriot Payment Group, LLC March 2015 - Present
Uber October 2014 - Present
Tax & Financial Group March 2014 - October 2014
The Cannery January 2012 - January 2014
Scott's Seafood Restaurant October 2008 - October 2011
Baci Ristorante October 2005 - October 2008
Chanteclair January 2004 - October 2005
Spark Woodfire Grill April 2003 - April 2005
Allegience Telecom January 2003 - January 2005
Skills
Finance, Holistic Financial..., Retirement Planning, Asset Protection, Life Insurance, Risk Management, Charitable Trusts, Wealth Management, Investments, Business Succession..., Seminar Presentations, Outside Sales, Sales Operations, Inside Sales, Phone Etiquette, Media Relations, Interpersonal..., Public Relations, Writing, Data Analysis, Proposal Writing, Detailed Organization, Critical Thinking, Report Writing, Priority Management, Retail Sales, Customer Service, Merchant Services, Hospitality Management, Hospitality, Restaurants, Fine Dining, Banquets, Food & Alcohol Pairing, Bartending, Liquor Knowledge, Beer Knowldge, Wine Knowledge, Drink Mixology, Cuisine, Food & Beverage, Inventory Control, Adaptability, Driving, Chauferring
Education
Ripon College 1990 — 1994
Bachelor of Arts (B.A.), History & Theater, 3.3 GPA
SEA (Sea Education Association) 1993 — 1993
Summer Program/Semester at SEA, Oceanography, Nautical Science, Maritime Studies, 3.2
York Saint John University, York, England 1991 — 1992
N/A, History & Theater, 3.4 GPA
Christine Vine Christine Vine's Waddell & Reed Experience June 2012 - April 2014
Job Financial Professional
Industry Investment Management
Experience
Waddell & Reed June 2012 - April 2014
Skills
Sales, Program Management, Portfolio Management, Asset Allocation, Sales Management, Account Management
Education
Regis University 2000 — 2006
Bachelor of Business Administration (B.B.A.), International Business, graduate
Waddell & Reed June 2012 - April 2014
Skills
Sales, Program Management, Portfolio Management, Asset Allocation, Sales Management, Account Management
Education
Regis University 2000 — 2006
Bachelor of Business Administration (B.B.A.), International Business, graduate
Ty Sheehan Ty Sheehan's Waddell & Reed Experience June 2014 - October 2014
Job Accountant at Cicogna Sign and Electric
Industry Accounting
Experience
Waddell & Reed June 2014 - October 2014
The City of Meadville, Public Works May 2013 - August 2013
Timbercreek tap and table June 2012 - August 2013
Creekside bar&grill October 2009 - August 2011
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Access, Research, Accounting, Finance, Statistics, Eviews, PowerPoint, Teamwork, Time Management, Leadership, Analysis, Data Analysis, Financial Analysis, Social Media, Team Leadership, Communication, Customer Service
Education
Penn State Erie, The Behrend College 2011 — 2015
Bachelor's Degree, Accounting and Finance, 3.16O/3.22A/3.22F
Penn State Erie, The Behrend College 2011 — 2015
Bachelor's Degree, Accounting and Finance, 3.16 Overall, 3.22 Finance, 3.22 Accounting
Waddell & Reed June 2014 - October 2014
The City of Meadville, Public Works May 2013 - August 2013
Timbercreek tap and table June 2012 - August 2013
Creekside bar&grill October 2009 - August 2011
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Access, Research, Accounting, Finance, Statistics, Eviews, PowerPoint, Teamwork, Time Management, Leadership, Analysis, Data Analysis, Financial Analysis, Social Media, Team Leadership, Communication, Customer Service
Education
Penn State Erie, The Behrend College 2011 — 2015
Bachelor's Degree, Accounting and Finance, 3.16O/3.22A/3.22F
Penn State Erie, The Behrend College 2011 — 2015
Bachelor's Degree, Accounting and Finance, 3.16 Overall, 3.22 Finance, 3.22 Accounting
Matt Daggs Matt Daggs's Waddell & Reed Experience August 2013 - December 2013
Job Tulsa, OK
Industry Information Technology and Services
Experience
Oklahoma State University-Tulsa September 2014 - Present
Tulsa County Sherriffs Office August 2013 - August 2014
Waddell & Reed August 2013 - December 2013
Waddell & Reed August 2013 - December 2013
Skills
Computers, Nutrition,..., Access, PowerPoint, Microsoft Excel, Outlook, Microsoft Word, Time Management, Data Entry, Microsoft Office, Data Analysis, Event Planning, Financial Analysis, Teamwork, Microsoft Publisher, Customer Service, Facebook, Finance, QuickBooks, Public Speaking
Education
Oklahoma State University 2010 — 2014
Oklahoma State University-Tulsa September 2014 - Present
Tulsa County Sherriffs Office August 2013 - August 2014
Waddell & Reed August 2013 - December 2013
Waddell & Reed August 2013 - December 2013
Skills
Computers, Nutrition,..., Access, PowerPoint, Microsoft Excel, Outlook, Microsoft Word, Time Management, Data Entry, Microsoft Office, Data Analysis, Event Planning, Financial Analysis, Teamwork, Microsoft Publisher, Customer Service, Facebook, Finance, QuickBooks, Public Speaking
Education
Oklahoma State University 2010 — 2014
Shawn Stephan's Waddell & Reed Experience September 2010 - December 2010
Job Credit Analyst | Underwriter at LightStream, a division of SunTrust Bank
Industry Banking
Experience
LightStream, a division of SunTrust Bank February 2014 - Present
San Diego Basketball Officials January 2012 - Present
Mathnasium - The Math Learning Center 2012 - 2014
Waddell & Reed September 2010 - December 2010
Skills
Mathematics, Economics, Microsoft Excel, Microsoft Word, Actuarial Science, Financial Analysis, Managerial Finance, Access, Visual Basic, Credit Analysis, Credit, Underwriting
Education
Pomona College 2007 — 2011
Bachelor of Arts (B.A.), Mathematical Economics
LightStream, a division of SunTrust Bank February 2014 - Present
San Diego Basketball Officials January 2012 - Present
Mathnasium - The Math Learning Center 2012 - 2014
Waddell & Reed September 2010 - December 2010
Skills
Mathematics, Economics, Microsoft Excel, Microsoft Word, Actuarial Science, Financial Analysis, Managerial Finance, Access, Visual Basic, Credit Analysis, Credit, Underwriting
Education
Pomona College 2007 — 2011
Bachelor of Arts (B.A.), Mathematical Economics
Ron Grumley Ron Grumley's Waddell & Reed Experience December 2012 - October 2013
Job Cost effective office configurations and liquidations
Industry Management Consulting
Experience
Office Furniture Resources June 2015 - Present
Advicent Solutions October 2013 - June 2015
Zywave October 2013 - December 2013
Waddell & Reed December 2012 - October 2013
Volunteer Center of Ozaukee County 2011 - 2013
Merrill Lynch November 2010 - December 2012
Racine County Economic Development Corporation August 2011 - November 2012
Merrill Lynch January 2007 - October 2010
Merrill Lynch April 2005 - January 2007
MPI-Web Courseworks 2004 - 2005
Skills
Retirement Planning, Investments, Wealth Management, Strategic Financial..., Asset Managment, Insurance, Financial Analysis, Series 7, Asset Allocation, Customer Service, Strategic Planning, Portfolio Management, Estate Planning, Series 63, Budgets, Sales, Management, B2B, Credit, SaaS
Education
Portland State University - School of Business 2000 — 2002
Master of Business Administration (MBA), MBA
University of Wisconsin-Milwaukee 1995 — 1997
BFA, Film
Park 1984 — 1987
H
Office Furniture Resources June 2015 - Present
Advicent Solutions October 2013 - June 2015
Zywave October 2013 - December 2013
Waddell & Reed December 2012 - October 2013
Volunteer Center of Ozaukee County 2011 - 2013
Merrill Lynch November 2010 - December 2012
Racine County Economic Development Corporation August 2011 - November 2012
Merrill Lynch January 2007 - October 2010
Merrill Lynch April 2005 - January 2007
MPI-Web Courseworks 2004 - 2005
Skills
Retirement Planning, Investments, Wealth Management, Strategic Financial..., Asset Managment, Insurance, Financial Analysis, Series 7, Asset Allocation, Customer Service, Strategic Planning, Portfolio Management, Estate Planning, Series 63, Budgets, Sales, Management, B2B, Credit, SaaS
Education
Portland State University - School of Business 2000 — 2002
Master of Business Administration (MBA), MBA
University of Wisconsin-Milwaukee 1995 — 1997
BFA, Film
Park 1984 — 1987
H
Coleman Cook Coleman Cook's Waddell & Reed Experience 2003 - 2005
Job Tax Consultant
Industry Accounting
Experience
Silverberg & Cook Inc. June 2003 - Present
Waddell & Reed 2003 - 2005
Chili's 1992 - 2003
Skills
Tax Specialist, Tax Accountant, Tax Consultant, Individual, Partnerships, Estates, Trusts, Financial Planning, Budget Planning, Financial Services, Tax Consulting, Personal Income Tax..., Investment Strategies, Portfolio Management, Strategic Planning, Retirement Planning, Risk Management, Wealth Management, Alternative Investments, Certified Financial..., Series 7, Series 66, Internal Revenue Service, California Life & Health, Corporations
Education
Pepperdine University
Masters, Business Administration
University of Nevada
Bachelor of Science, Hotel Administration
Silverberg & Cook Inc. June 2003 - Present
Waddell & Reed 2003 - 2005
Chili's 1992 - 2003
Skills
Tax Specialist, Tax Accountant, Tax Consultant, Individual, Partnerships, Estates, Trusts, Financial Planning, Budget Planning, Financial Services, Tax Consulting, Personal Income Tax..., Investment Strategies, Portfolio Management, Strategic Planning, Retirement Planning, Risk Management, Wealth Management, Alternative Investments, Certified Financial..., Series 7, Series 66, Internal Revenue Service, California Life & Health, Corporations
Education
Pepperdine University
Masters, Business Administration
University of Nevada
Bachelor of Science, Hotel Administration
Justin Nimergood's Waddell & Reed Experience April 2007 - August 2007
Job 🔑Peak Performance Coach🔑 💯#LiveTheGoodLife! 🔥#FindIt 🔥#FeedIt 🔥#BeIt 🙌🏼#GoodLifers! 📧Justin@JustinNimergood.com
Industry Professional Training & Coaching
Experience
ZAGGTIME May 2015 - Present
Kyäni January 2015 - Present
Justin Nimergood April 2014 - Present
Cisco July 2013 - March 2014
Cisco January 2011 - June 2013
Cisco May 2009 - December 2010
Cisco July 2008 - April 2009
Waddell & Reed April 2007 - August 2007
Morgan Stanley May 2006 - August 2006
Skills
Motivational Speaking, Public Speaking, Training, Team Building, Lifestyle Coaching, Life Coaching, Executive Coaching, Business Coaching, Coaching, Leadership Development, Personal Development, Career Counseling, Emotional Intelligence, NLP, Mastermind Groups, Work Life Balance, Entrepreneurship, Small Business, Marketing, Innovation, Optimization, Strategy, Golf, Leadership, Business Alliances, Contract Negotiations, Cloud Computing, Storage, Virtualization, Enterprise Software, Network Security, Pre-sales, Apple, Networking, Contract Negotiation, Salesforce.com, Channel Partners, Unified Communications, Business Efficiency, Sales, Sales Management, Data Center, Channel, Cisco Technologies, Managed Services, Sales Operations, Go-to-market Strategy, Strategic Partnerships
Education
The Association for Integrative Psychology 2014 — 2014
Practitioner
Pepperdine University, The George L. Graziadio School of Business and Management 2011 — 2013
Master of Science (M.S.)
The University of Texas at Austin - Red McCombs School of Business 2004 — 2008
Bachelor of Business Administration
ZAGGTIME May 2015 - Present
Kyäni January 2015 - Present
Justin Nimergood April 2014 - Present
Cisco July 2013 - March 2014
Cisco January 2011 - June 2013
Cisco May 2009 - December 2010
Cisco July 2008 - April 2009
Waddell & Reed April 2007 - August 2007
Morgan Stanley May 2006 - August 2006
Skills
Motivational Speaking, Public Speaking, Training, Team Building, Lifestyle Coaching, Life Coaching, Executive Coaching, Business Coaching, Coaching, Leadership Development, Personal Development, Career Counseling, Emotional Intelligence, NLP, Mastermind Groups, Work Life Balance, Entrepreneurship, Small Business, Marketing, Innovation, Optimization, Strategy, Golf, Leadership, Business Alliances, Contract Negotiations, Cloud Computing, Storage, Virtualization, Enterprise Software, Network Security, Pre-sales, Apple, Networking, Contract Negotiation, Salesforce.com, Channel Partners, Unified Communications, Business Efficiency, Sales, Sales Management, Data Center, Channel, Cisco Technologies, Managed Services, Sales Operations, Go-to-market Strategy, Strategic Partnerships
Education
The Association for Integrative Psychology 2014 — 2014
Practitioner
Pepperdine University, The George L. Graziadio School of Business and Management 2011 — 2013
Master of Science (M.S.)
The University of Texas at Austin - Red McCombs School of Business 2004 — 2008
Bachelor of Business Administration
Alexis Williams's Waddell & Reed Experience May 2015 - Present
Job Waddell & Reed Finance Intern
Industry Financial Services
Experience
Waddell & Reed May 2015 - Present
Northwestern Mutual April 2014 - February 2015
Moody Gardens® May 2013 - August 2013
Hollister Co. March 2010 - August 2011
Skills
Customer Service, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Windows, Research, Public Speaking, Business Strategy, Teaching, Leadership Development, Teamwork, Time Management, Leadership, Management, Social Media
Education
Pittsburg State University 2011 — 2015
Finance and Economics, Graduated
Waddell & Reed May 2015 - Present
Northwestern Mutual April 2014 - February 2015
Moody Gardens® May 2013 - August 2013
Hollister Co. March 2010 - August 2011
Skills
Customer Service, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Windows, Research, Public Speaking, Business Strategy, Teaching, Leadership Development, Teamwork, Time Management, Leadership, Management, Social Media
Education
Pittsburg State University 2011 — 2015
Finance and Economics, Graduated
Shawn DeMarco Shawn DeMarco's Waddell & Reed Experience 2007 - 2008
Job Performing Arts Professional, Closet Creative Writer
Industry Performing Arts
Experience
Big Fish Talent 2008 - Present
Chad's Grill 2008 - 2012
Waddell & Reed 2007 - 2008
Waddell & Reed 2005 - 2007
Skills
Public Relations, Public Speaking, Strategic Financial..., Finance, Insurance, Series 7, Strategic Planning, Retirement, Studio and Onsite..., Script-writing, Improvisation, Public Relations and..., Marketing and Promotions, Business Profesional, Event and Trade Show..., Purchasing and..., Client/Vender Relations, Financial Planning and..., Sales, Financial Services, Mutual Funds, Investments, Financial Advisory, Management, Leadership, Social Networking, Television, Event Planning, Advertising, Acting, Entertainment, Financial Planning, Film Production
Education
Regis University
BSB, Marketing
Regis University
BSB, Business, Management, Marketing, and Related Support Services
Big Fish Talent 2008 - Present
Chad's Grill 2008 - 2012
Waddell & Reed 2007 - 2008
Waddell & Reed 2005 - 2007
Skills
Public Relations, Public Speaking, Strategic Financial..., Finance, Insurance, Series 7, Strategic Planning, Retirement, Studio and Onsite..., Script-writing, Improvisation, Public Relations and..., Marketing and Promotions, Business Profesional, Event and Trade Show..., Purchasing and..., Client/Vender Relations, Financial Planning and..., Sales, Financial Services, Mutual Funds, Investments, Financial Advisory, Management, Leadership, Social Networking, Television, Event Planning, Advertising, Acting, Entertainment, Financial Planning, Film Production
Education
Regis University
BSB, Marketing
Regis University
BSB, Business, Management, Marketing, and Related Support Services
Kelsey Henningsen Kelsey Henningsen's Waddell & Reed Experience June 2012 - August 2012
Job Staff Accountant at Maginnis & Carey LLP
Industry Accounting
Experience
Maginnis & Carey LLP January 2015 - Present
Maginnis & Carey LLP June 2014 - August 2014
Waddell & Reed June 2012 - August 2012
Jakes Famous Crawfish March 2011 - September 2011
Skills
PowerPoint, Microsoft Word, Customer Service, HTML, Research, Social Media, Microsoft Excel, Answering Phones, Filing, Copying, Public Speaking, Spreadsheets, Data Entry
Education
Portland State University 2011 — 2015
Bachelor of Science (BS), Accounting, Supply and Logistics, Senior
Portland Community College 2009 — 2011
Associate, Oregon Business Transfer
Maginnis & Carey LLP January 2015 - Present
Maginnis & Carey LLP June 2014 - August 2014
Waddell & Reed June 2012 - August 2012
Jakes Famous Crawfish March 2011 - September 2011
Skills
PowerPoint, Microsoft Word, Customer Service, HTML, Research, Social Media, Microsoft Excel, Answering Phones, Filing, Copying, Public Speaking, Spreadsheets, Data Entry
Education
Portland State University 2011 — 2015
Bachelor of Science (BS), Accounting, Supply and Logistics, Senior
Portland Community College 2009 — 2011
Associate, Oregon Business Transfer
Jonathan Portzline's Waddell & Reed Experience May 2002 - May 2003
Job Senior Manager of Instructional Design and Technology at Strayer University
Industry E-Learning
Experience
Strayer University November 2014 - Present
Strayer University November 2010 - November 2014
Ricoh Business Solutions May 2004 - November 2010
JP Lilley & Son, Inc. May 2003 - May 2004
Waddell & Reed May 2002 - May 2003
Suquehanna University 2000 - 2002
Skills
E-Learning, Higher Education, Instructional Technology, Instructional Design, Team Building, Microsoft Office, Troubleshooting, Software Installation, Technical Writing, Educational Technology, Teaching, Process Improvement, Microsoft Excel, Visio, Servers, Excel, Technical Training, PowerPoint, IT Management, Microsoft Word, System Administration, Captivate, Word, Outlook, Strategic Planning, Problem Solving, Photoshop, Adobe Creative Suite, Adobe Premiere Pro, Articulate Storyline, Dreamweaver, Video Editing, Video Production, Videography, Canon DSLR
Education
Penn State University 2005 — 2009
Masters, Information Sciences
Strayer University (VA)
Master of Education (M.Ed.), Educational/Instructional Technology
Susquehanna University
Bachelors, Business Administration, Information Sciences
Strayer University November 2014 - Present
Strayer University November 2010 - November 2014
Ricoh Business Solutions May 2004 - November 2010
JP Lilley & Son, Inc. May 2003 - May 2004
Waddell & Reed May 2002 - May 2003
Suquehanna University 2000 - 2002
Skills
E-Learning, Higher Education, Instructional Technology, Instructional Design, Team Building, Microsoft Office, Troubleshooting, Software Installation, Technical Writing, Educational Technology, Teaching, Process Improvement, Microsoft Excel, Visio, Servers, Excel, Technical Training, PowerPoint, IT Management, Microsoft Word, System Administration, Captivate, Word, Outlook, Strategic Planning, Problem Solving, Photoshop, Adobe Creative Suite, Adobe Premiere Pro, Articulate Storyline, Dreamweaver, Video Editing, Video Production, Videography, Canon DSLR
Education
Penn State University 2005 — 2009
Masters, Information Sciences
Strayer University (VA)
Master of Education (M.Ed.), Educational/Instructional Technology
Susquehanna University
Bachelors, Business Administration, Information Sciences
Melissa Proffitt's Waddell & Reed Experience 1995 - 1998
Job President at Proffitt Financial Management
Industry Financial Services
Experience
Proffitt Financial Management 2011 - Present
Commerce Bank 1998 - 2011
Waddell & Reed 1995 - 1998
State Farm 1994 - 1995
Skills
Financial Services, Securities, Brokerage, Customer Service, Microsoft Office, Management, Strategic Planning, Project Management, Microsoft Excel, Leadership
Education
Pittsburg State University
Bachelor’s Degree, Finance
Pittsburg State University
Bachelor’s Degree, Economics
Proffitt Financial Management 2011 - Present
Commerce Bank 1998 - 2011
Waddell & Reed 1995 - 1998
State Farm 1994 - 1995
Skills
Financial Services, Securities, Brokerage, Customer Service, Microsoft Office, Management, Strategic Planning, Project Management, Microsoft Excel, Leadership
Education
Pittsburg State University
Bachelor’s Degree, Finance
Pittsburg State University
Bachelor’s Degree, Economics
Zimou (Kurt) Xu Zimou (Kurt) Xu's Waddell & Reed Experience April 2015 - Present
Job Recent Graduate looking for an accountingrelated career opportunity
Industry Accounting
Experience
Waddell & Reed April 2015 - Present
Jiangsu Zking Insurance Company June 2013 - August 2013
Jiangsu Province Sugar Cigarette Wine Co., LTD July 2012 - July 2012
Skills
PowerPoint, Microsoft Word, Microsoft Excel, Microsoft Office, Accounting
Education
Penn State University 2011 — 2014
Bachelor's Degree, Accounting
Waddell & Reed April 2015 - Present
Jiangsu Zking Insurance Company June 2013 - August 2013
Jiangsu Province Sugar Cigarette Wine Co., LTD July 2012 - July 2012
Skills
PowerPoint, Microsoft Word, Microsoft Excel, Microsoft Office, Accounting
Education
Penn State University 2011 — 2014
Bachelor's Degree, Accounting
John DiStiso's Waddell & Reed Experience September 2014 - January 2015
Job Business Analyst at Bradley Mountain Soaps, LLC
Industry Insurance
Experience
Bradley Mountain Soaps, LLC May 2015 - August 2015
Quinnipiac University Polling Institute. September 2014 - May 2015
Waddell & Reed September 2014 - January 2015
Quinnipiac University School of Business January 2013 - May 2014
Central CT Tank and Fabrication June 2008 - August 2012
Skills
Microsoft Office, Research, Customer Service, Microsoft Excel, Microsoft Word, PowerPoint, Leadership, Finance, Time Management, Bloomberg Terminal, Capital IQ, Event Planning
Education
Quinnipiac University 2012 — 2015
Bachelor’s Degree, Finance, General
Bradley Mountain Soaps, LLC May 2015 - August 2015
Quinnipiac University Polling Institute. September 2014 - May 2015
Waddell & Reed September 2014 - January 2015
Quinnipiac University School of Business January 2013 - May 2014
Central CT Tank and Fabrication June 2008 - August 2012
Skills
Microsoft Office, Research, Customer Service, Microsoft Excel, Microsoft Word, PowerPoint, Leadership, Finance, Time Management, Bloomberg Terminal, Capital IQ, Event Planning
Education
Quinnipiac University 2012 — 2015
Bachelor’s Degree, Finance, General
James Baker, CFP®, ChFC James Baker, CFP®, ChFC's Waddell & Reed Experience January 1996 - January 2004
Job Financial AdvisorCFP® and Owner of Baker Financial Group, York, PA affiliated with FSC Securities CorpAtlanta, GA
Industry Financial Services
Experience
Baker Financial Group January 2004 - Present
Waddell & Reed January 1996 - January 2004
Moore Engineering June 1992 - January 1996
Skills
Certified Financial..., ChFC, Strategic Financial..., Financial Advisor, Independent Financial..., Investments, Retirement Planning, 401k Rollovers, IRAs, Roth IRA, Risk Management, Life Insurance, Health Insurance, Disability Insurance, Medicare Supplement..., Long Term Care Insurance, Medicare Advantage, Medicare Part D
Education
The American College 1999 — 2003
ChFC, Financial Planning and Services
Pennsylvania State University-Penn State York 1989 — 1995
Baker Financial Group January 2004 - Present
Waddell & Reed January 1996 - January 2004
Moore Engineering June 1992 - January 1996
Skills
Certified Financial..., ChFC, Strategic Financial..., Financial Advisor, Independent Financial..., Investments, Retirement Planning, 401k Rollovers, IRAs, Roth IRA, Risk Management, Life Insurance, Health Insurance, Disability Insurance, Medicare Supplement..., Long Term Care Insurance, Medicare Advantage, Medicare Part D
Education
The American College 1999 — 2003
ChFC, Financial Planning and Services
Pennsylvania State University-Penn State York 1989 — 1995
Steve Wesner Steve Wesner's Waddell & Reed Experience February 1984 - January 2004
Job Senior Financial Advisor at D.A. Davidson & Co.
Industry Financial Services
Experience
D.A. Davidson & Co. August 2009 - Present
Waddell & Reed February 1984 - January 2004
Education
Ozark Christian College
D.A. Davidson & Co. August 2009 - Present
Waddell & Reed February 1984 - January 2004
Education
Ozark Christian College
Bryson Burroughs's Waddell & Reed Experience December 2014 - Present
Job Quality Assurance Analyst at Waddell & Reed
Industry Financial Services
Experience
Waddell & Reed December 2014 - Present
Cavanaugh Tocci Associates, Inc November 2013 - November 2014
Motor Yacht Miss Lisa May 2014 - August 2014
Sailing Vessel Falcon April 2014 - May 2014
Cruz Bay Watersports September 2013 - November 2013
U.S. Bank June 2012 - August 2012
Crestwood Country Club April 2011 - June 2012
Burroughs Landscaping January 2004 - January 2012
Southwest Synthetic Turf April 2008 - August 2008
Best Buy January 2004 - January 2006
Skills
Teamwork, Offshore Team Leadership, Customer Service, Public Speaking, Management, Sales, Microsoft Excel, Architectural Acoustics, AutoCAD, Bluebeam, Revit, Marketing, Advertising, Finance, Investment Strategies, Firefighting, Crowd Control, CPR Certified
Education
Pittsburg State University 2010 — 2012
Bachelor of Business Administration (B.B.A.), Marketing
University of Kansas 2007 — 2010
Civil Engineering
Waddell & Reed December 2014 - Present
Cavanaugh Tocci Associates, Inc November 2013 - November 2014
Motor Yacht Miss Lisa May 2014 - August 2014
Sailing Vessel Falcon April 2014 - May 2014
Cruz Bay Watersports September 2013 - November 2013
U.S. Bank June 2012 - August 2012
Crestwood Country Club April 2011 - June 2012
Burroughs Landscaping January 2004 - January 2012
Southwest Synthetic Turf April 2008 - August 2008
Best Buy January 2004 - January 2006
Skills
Teamwork, Offshore Team Leadership, Customer Service, Public Speaking, Management, Sales, Microsoft Excel, Architectural Acoustics, AutoCAD, Bluebeam, Revit, Marketing, Advertising, Finance, Investment Strategies, Firefighting, Crowd Control, CPR Certified
Education
Pittsburg State University 2010 — 2012
Bachelor of Business Administration (B.B.A.), Marketing
University of Kansas 2007 — 2010
Civil Engineering
Seth Catanese's Waddell & Reed Experience May 2014 - August 2014
Job Pepperdine MBA
Industry Financial Services
Experience
Manchester Financial May 2015 - Present
Pepperdine University April 2013 - December 2014
Prop Funds LP June 2014 - August 2014
Waddell & Reed May 2014 - August 2014
Malibu High School February 2014 - May 2014
Malibu High School February 2013 - May 2013
MotorPsychoSport.com February 2011 - February 2012
Catanese and Wells Law Firm May 2011 - August 2011
Skills
Microsoft Excel, Financial Analysis, Leadership, Data Analysis, Research, Social Media, Microsoft Word
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2014 — 2016
Master of Business Administration (M.B.A.), Finance
Pepperdine University 2012 — 2014
Bachelors of Science in Business Administration
Oaks Christian High School 2006 — 2010
Manchester Financial May 2015 - Present
Pepperdine University April 2013 - December 2014
Prop Funds LP June 2014 - August 2014
Waddell & Reed May 2014 - August 2014
Malibu High School February 2014 - May 2014
Malibu High School February 2013 - May 2013
MotorPsychoSport.com February 2011 - February 2012
Catanese and Wells Law Firm May 2011 - August 2011
Skills
Microsoft Excel, Financial Analysis, Leadership, Data Analysis, Research, Social Media, Microsoft Word
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2014 — 2016
Master of Business Administration (M.B.A.), Finance
Pepperdine University 2012 — 2014
Bachelors of Science in Business Administration
Oaks Christian High School 2006 — 2010
Bryan Carnahan Bryan Carnahan's Waddell & Reed Experience June 2004 - August 2006
Job Executive Director
Industry Hospital & Health Care
Experience
Aspen Ridge Retirement December 2013 - Present
Flagstone Senior Living, a Milestone Retirement Community August 2009 - November 2013
Mt Hood Solutions August 2006 - August 2009
Waddell & Reed June 2004 - August 2006
Seventh Mountain Resort 2003 - 2004
The Resort at the Mountain April 1994 - June 2003
Mt. Hood Skibowl, Mt. Hood Adventure, Collins Lake Resort 1994 - 2000
Skills
Program Management, Marketing, Strategic Planning, Project Management, Team Leadership, Customer Service, Healthcare, Account Management, Project Planning, Team Building, Event Management, Event Planning, Budgets, Sales Management, Marketing Strategy, Leadership Development, Fundraising, Leadership, Contract Negotiation, Public Relations, Training, Sales, Public Speaking, Coaching, Employee Relations, Management
Education
Portland State University - School of Business 1998 — 1999
BS, Business Administration
OHCA
Oregon ALF/RCF Administrator
Aspen Ridge Retirement December 2013 - Present
Flagstone Senior Living, a Milestone Retirement Community August 2009 - November 2013
Mt Hood Solutions August 2006 - August 2009
Waddell & Reed June 2004 - August 2006
Seventh Mountain Resort 2003 - 2004
The Resort at the Mountain April 1994 - June 2003
Mt. Hood Skibowl, Mt. Hood Adventure, Collins Lake Resort 1994 - 2000
Skills
Program Management, Marketing, Strategic Planning, Project Management, Team Leadership, Customer Service, Healthcare, Account Management, Project Planning, Team Building, Event Management, Event Planning, Budgets, Sales Management, Marketing Strategy, Leadership Development, Fundraising, Leadership, Contract Negotiation, Public Relations, Training, Sales, Public Speaking, Coaching, Employee Relations, Management
Education
Portland State University - School of Business 1998 — 1999
BS, Business Administration
OHCA
Oregon ALF/RCF Administrator
Dave Conradt Dave Conradt's Waddell & Reed Experience January 2001 - January 2002
Job Manager, Reimbursement at Cape Fear Valley Health System
Industry Accounting
Experience
Cape Fear Valley Health System June 2014 - Present
Sisters of Mercy Health System October 2011 - May 2014
St. Pius X Church May 2004 - December 2011
The Barn Players November 2009 - October 2011
WPS Health Insurance March 2008 - October 2011
Mid-America Locksmiths 2003 - 2009
Northeast Johnson County Chamber of Commerce January 2008 - December 2008
The Barn Players August 2005 - April 2007
Waddell & Reed January 2001 - January 2002
Myers and Stauffer LC January 1997 - January 2001
Skills
Auditing, Accounting, Accounts Payable, QuickBooks, Budgets, Accounts Receivable, Account Reconciliation, Payroll, Finance, Invoicing, Insurance, Training, Healthcare, Management, Medicare, Program Management, Financial Reporting, General Ledger, Financial Analysis, Forecasting, CPA, Financial Planners, Tax, Healthcare Reimbursement
Education
Rockhurst University 1974 — 1976
BSBA, Accounting
Cape Fear Valley Health System June 2014 - Present
Sisters of Mercy Health System October 2011 - May 2014
St. Pius X Church May 2004 - December 2011
The Barn Players November 2009 - October 2011
WPS Health Insurance March 2008 - October 2011
Mid-America Locksmiths 2003 - 2009
Northeast Johnson County Chamber of Commerce January 2008 - December 2008
The Barn Players August 2005 - April 2007
Waddell & Reed January 2001 - January 2002
Myers and Stauffer LC January 1997 - January 2001
Skills
Auditing, Accounting, Accounts Payable, QuickBooks, Budgets, Accounts Receivable, Account Reconciliation, Payroll, Finance, Invoicing, Insurance, Training, Healthcare, Management, Medicare, Program Management, Financial Reporting, General Ledger, Financial Analysis, Forecasting, CPA, Financial Planners, Tax, Healthcare Reimbursement
Education
Rockhurst University 1974 — 1976
BSBA, Accounting
Don Fereday Don Fereday's Waddell & Reed Experience 2005 - 2009
Job Manager at Vector Security
Industry Security and Investigations
Experience
Vector Security 2012 - Present
PNC 2009 - 2012
Waddell & Reed 2005 - 2009
PNC 2002 - 2005
PNC 2000 - 2002
PNC 1997 - 2000
PNC 1994 - 1997
Carolina Sports & Orthopedics 1993 - 1994
Skills
Finance, Sales, Forecasting, Sales Management, Financial Analysis, Security, Management, Team Building, Customer Service, Loans, Account Management, Fire Alarm, Security Management, Access Control, Alarm Systems, CCTV, Surveillance, IP Cameras
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business
Master of Business Administration (MBA), Finance, General
Penn State University
Bachelor of Science (BS), Economics
Vector Security 2012 - Present
PNC 2009 - 2012
Waddell & Reed 2005 - 2009
PNC 2002 - 2005
PNC 2000 - 2002
PNC 1997 - 2000
PNC 1994 - 1997
Carolina Sports & Orthopedics 1993 - 1994
Skills
Finance, Sales, Forecasting, Sales Management, Financial Analysis, Security, Management, Team Building, Customer Service, Loans, Account Management, Fire Alarm, Security Management, Access Control, Alarm Systems, CCTV, Surveillance, IP Cameras
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business
Master of Business Administration (MBA), Finance, General
Penn State University
Bachelor of Science (BS), Economics
Anthony Valentino Anthony Valentino's Waddell & Reed Experience June 2010 - August 2010
Job Underwriter at Starr Companies
Industry Insurance
Experience
Starr Companies December 2014 - Present
Starr Companies May 2013 - December 2014
Starr Companies January 2012 - May 2013
Starr Companies June 2011 - January 2012
Starr Companies August 2010 - June 2011
Waddell & Reed June 2010 - August 2010
Skills
Underwriting, Property & Casualty..., Commercial Insurance, Casualty, Workers Compensation, Casualty Insurance, Insurance, General Insurance, Outlook, Microsoft Excel, Professional Liability, Accounting, Financial Reporting
Education
Penn State University 2006 — 2010
Bachelor of Science, Finance, Legal Environment of Business
Cardinal O'Hara High School 2002 — 2006
Diploma
Starr Companies December 2014 - Present
Starr Companies May 2013 - December 2014
Starr Companies January 2012 - May 2013
Starr Companies June 2011 - January 2012
Starr Companies August 2010 - June 2011
Waddell & Reed June 2010 - August 2010
Skills
Underwriting, Property & Casualty..., Commercial Insurance, Casualty, Workers Compensation, Casualty Insurance, Insurance, General Insurance, Outlook, Microsoft Excel, Professional Liability, Accounting, Financial Reporting
Education
Penn State University 2006 — 2010
Bachelor of Science, Finance, Legal Environment of Business
Cardinal O'Hara High School 2002 — 2006
Diploma
Anton M. Smith Anton M. Smith's Waddell & Reed Experience November 2007 - January 2009
Job Technical Sales and Account Manager
Industry Medical Devices
Experience
Sentient Medical Technologies October 2010 - Present
Waddell & Reed November 2007 - January 2009
Skills
Medical Devices, Capital Equipment, Sales, Sales Management, Account Management, Procurement, Medical Lasers, Operations Management, Customer Retention, Medical Device R&D, Microsoft Excel, Customer Service..., Medical Ethics, Fiber Lasers, Surgical Device Sales, Negotiation, Cross-functional Team..., Leadership, Management, Sales Operations, Strategy, Customer Service, Marketing Strategy, Strategic Planning, Start-ups, New Business Development, Business Development, Marketing
Education
Portland State University 2004 — 2006
BA, Economics, Applied Economics
University of Oregon 2002 — 2004
Business Administration, General, Economics
Sentient Medical Technologies October 2010 - Present
Waddell & Reed November 2007 - January 2009
Skills
Medical Devices, Capital Equipment, Sales, Sales Management, Account Management, Procurement, Medical Lasers, Operations Management, Customer Retention, Medical Device R&D, Microsoft Excel, Customer Service..., Medical Ethics, Fiber Lasers, Surgical Device Sales, Negotiation, Cross-functional Team..., Leadership, Management, Sales Operations, Strategy, Customer Service, Marketing Strategy, Strategic Planning, Start-ups, New Business Development, Business Development, Marketing
Education
Portland State University 2004 — 2006
BA, Economics, Applied Economics
University of Oregon 2002 — 2004
Business Administration, General, Economics
Dana Arth's Waddell & Reed Experience June 1994 - August 2005
Job Owner, Dana R Arth CPA LLC
Industry Accounting
Experience
DeVry University 2011 - Present
Dana R. Arth, CPA November 2009 - Present
Donnelly College January 2011 - December 2011
Julia E. Hampton, CPA May 2007 - October 2009
Waddell & Reed June 1994 - August 2005
Associated Wholesale Grocers 1992 - 1994
Skills
Small Business, Accounting, Budgets, Public Speaking, Financial Analysis, Tax Preparation, QuickBooks, Tax, Microsoft Office, Income Tax, Financial Statements
Education
Rockhurst University 1992 — 1996
Masters of Business Administration, Business Administration and Management, General
Rockhurst University 1985 — 1989
BSBA, Accounting
DeVry University 2011 - Present
Dana R. Arth, CPA November 2009 - Present
Donnelly College January 2011 - December 2011
Julia E. Hampton, CPA May 2007 - October 2009
Waddell & Reed June 1994 - August 2005
Associated Wholesale Grocers 1992 - 1994
Skills
Small Business, Accounting, Budgets, Public Speaking, Financial Analysis, Tax Preparation, QuickBooks, Tax, Microsoft Office, Income Tax, Financial Statements
Education
Rockhurst University 1992 — 1996
Masters of Business Administration, Business Administration and Management, General
Rockhurst University 1985 — 1989
BSBA, Accounting
Cynthia Kiehl Cynthia Kiehl's Waddell & Reed Experience March 2012 - December 2012
Job Private Art Instructor
Industry Fine Art
Experience
Kiehl Impressions January 2009 - Present
American Greetings May 2013 - October 2014
Jackson Hewitt Tax Service January 2013 - April 2013
Waddell & Reed March 2012 - December 2012
COUNTRY ® Financial May 2011 - March 2012
Morgan Stanley July 2007 - November 2008
Ravenswood Bank October 2005 - July 2006
National City Bank September 2001 - May 2005
The PrivateBank and Trust Company May 1992 - August 2001
Water Tower Bank February 1987 - May 1992
Skills
Strategic Financial..., Banking, Loans, Management, Artists, Budgets, Asset Management
Education
Olivet College 1981 — 1984
Finance, General
Kiehl Impressions January 2009 - Present
American Greetings May 2013 - October 2014
Jackson Hewitt Tax Service January 2013 - April 2013
Waddell & Reed March 2012 - December 2012
COUNTRY ® Financial May 2011 - March 2012
Morgan Stanley July 2007 - November 2008
Ravenswood Bank October 2005 - July 2006
National City Bank September 2001 - May 2005
The PrivateBank and Trust Company May 1992 - August 2001
Water Tower Bank February 1987 - May 1992
Skills
Strategic Financial..., Banking, Loans, Management, Artists, Budgets, Asset Management
Education
Olivet College 1981 — 1984
Finance, General
Dan Murawski's Waddell & Reed Experience May 2009 - January 2010
Job Medical Device Sales at PhotoMedex
Industry Medical Devices
Experience
PhotoMedex March 2015 - Present
COTG – A Xerox Company January 2012 - March 2015
Aerotek May 2011 - August 2011
Enterprise Rent-A-Car May 2010 - August 2010
Waddell & Reed May 2009 - January 2010
Skills
Sales, Sales Management, Cold Calling, Consultation, Phone Skills, Long-term Customer..., New Business Development, Sales Process, Marketing, Microsoft Excel, Salesforce.com
Education
Purdue University 2007 — 2011
Bachelor of Science (B.S.), Selling and Sales Management
PhotoMedex March 2015 - Present
COTG – A Xerox Company January 2012 - March 2015
Aerotek May 2011 - August 2011
Enterprise Rent-A-Car May 2010 - August 2010
Waddell & Reed May 2009 - January 2010
Skills
Sales, Sales Management, Cold Calling, Consultation, Phone Skills, Long-term Customer..., New Business Development, Sales Process, Marketing, Microsoft Excel, Salesforce.com
Education
Purdue University 2007 — 2011
Bachelor of Science (B.S.), Selling and Sales Management
Keith Schottman Keith Schottman's Waddell & Reed Experience January 2015 - Present
Job Team Manager
Industry Financial Services
Experience
Waddell & Reed January 2015 - Present
Waddell & Reed January 2013 - December 2014
Waddell & Reed September 2000 - December 2012
Kansas City Southern Railway September 1998 - September 2000
Sprint January 1996 - September 1998
YRC Worldwide, Inc. January 1995 - January 1996
DST Systems January 1993 - January 1995
DST Systems October 1989 - December 1992
Skills
CICS, Visio, SDLC, DB2, COBOL, Data Warehousing, Mainframe, JCL, Systems Analysis, SQL, Requirements Analysis, Software Project..., User Acceptance Testing, SSIS, Requirements Gathering, Data Modeling, Business Analysis
Education
Park University 1984 — 1986
Bachelor's degree, Management Information Systems, General
University of Kansas 1975 — 1979
Bachelor's degree, Human Resources Management/Personnel Administration, General
Waddell & Reed January 2015 - Present
Waddell & Reed January 2013 - December 2014
Waddell & Reed September 2000 - December 2012
Kansas City Southern Railway September 1998 - September 2000
Sprint January 1996 - September 1998
YRC Worldwide, Inc. January 1995 - January 1996
DST Systems January 1993 - January 1995
DST Systems October 1989 - December 1992
Skills
CICS, Visio, SDLC, DB2, COBOL, Data Warehousing, Mainframe, JCL, Systems Analysis, SQL, Requirements Analysis, Software Project..., User Acceptance Testing, SSIS, Requirements Gathering, Data Modeling, Business Analysis
Education
Park University 1984 — 1986
Bachelor's degree, Management Information Systems, General
University of Kansas 1975 — 1979
Bachelor's degree, Human Resources Management/Personnel Administration, General
Andrea Carmona Andrea Carmona's Waddell & Reed Experience January 2014 - May 2014
Job Student at Pomona College
Industry
Experience
Pomona College September 2013 - May 2015
Neighborhood Legal Services September 2014 - December 2014
Waddell & Reed January 2014 - May 2014
Elite Leather Company September 2013 - December 2013
Skills
Research, Microsoft Office, Spanish, PowerPoint, Public Speaking, Microsoft Excel, Social Media, Leadership
Education
Pomona College 2011 — 2015
Bachelor's degree, History
Pomona College September 2013 - May 2015
Neighborhood Legal Services September 2014 - December 2014
Waddell & Reed January 2014 - May 2014
Elite Leather Company September 2013 - December 2013
Skills
Research, Microsoft Office, Spanish, PowerPoint, Public Speaking, Microsoft Excel, Social Media, Leadership
Education
Pomona College 2011 — 2015
Bachelor's degree, History
Craig McKnight, PMP's Waddell & Reed Experience October 2011 - Present
Job Sr. Project Manager at Waddell & Reed
Industry Financial Services
Experience
Waddell & Reed October 2011 - Present
UMB Bank June 2008 - October 2011
UMB Bank April 2005 - June 2008
UMB Bank August 2001 - March 2005
Skills
Business Analysis, PMP, SharePoint, MS Project, Process Improvement, Requirements Analysis, Visio, Requirements Gathering, Risk Management, Program Management, Business Process..., PeopleSoft, Scrum, Agile Project Management, Business Process, Agile Methodologies, User Acceptance Testing, Project Management, Cross-functional Team..., Vendor Management, ERP, Software Documentation, Disaster Recovery, SDLC, Software Project..., SQL, Data Warehousing, PMO, Integration
Education
Park University
BS, Computer Information Systems Management
Waddell & Reed October 2011 - Present
UMB Bank June 2008 - October 2011
UMB Bank April 2005 - June 2008
UMB Bank August 2001 - March 2005
Skills
Business Analysis, PMP, SharePoint, MS Project, Process Improvement, Requirements Analysis, Visio, Requirements Gathering, Risk Management, Program Management, Business Process..., PeopleSoft, Scrum, Agile Project Management, Business Process, Agile Methodologies, User Acceptance Testing, Project Management, Cross-functional Team..., Vendor Management, ERP, Software Documentation, Disaster Recovery, SDLC, Software Project..., SQL, Data Warehousing, PMO, Integration
Education
Park University
BS, Computer Information Systems Management
John Luelf's Waddell & Reed Experience May 2002 - June 2006
Job
Industry Accounting
Experience
ConocoPhillips January 2014 - Present
ConocoPhillips May 2012 - January 2014
ConocoPhillips July 2006 - May 2012
Waddell & Reed May 2002 - June 2006
Education
Oral Roberts University 1999 — 2002
BS, Finance/Accounting
ConocoPhillips January 2014 - Present
ConocoPhillips May 2012 - January 2014
ConocoPhillips July 2006 - May 2012
Waddell & Reed May 2002 - June 2006
Education
Oral Roberts University 1999 — 2002
BS, Finance/Accounting
Nicole Russell's Waddell & Reed Experience May 1998 - Present
Job VP, Investor Relations at Waddell & Reed
Industry Financial Services
Experience
Waddell & Reed May 1998 - Present
National Investor Relations Institute February 2008 - November 2012
Irving Oil 1992 - 1996
Skills
Public Relations, Corporate Communications, Investor Relations, Internal Communications, Strategic Communications, Media Relations, Communication Training, IPO, Management, Crisis Communications, Analyst Relations, Reputation Management, Communications Planning, Corporate Social..., Strategy, Speech Writing, Marketing Communications, Financial Modeling
Education
Ottawa University 1998 — 2000
Webster University 1998 — 2000
Master of Business Administration (MBA), Accounting and Finance
Waddell & Reed May 1998 - Present
National Investor Relations Institute February 2008 - November 2012
Irving Oil 1992 - 1996
Skills
Public Relations, Corporate Communications, Investor Relations, Internal Communications, Strategic Communications, Media Relations, Communication Training, IPO, Management, Crisis Communications, Analyst Relations, Reputation Management, Communications Planning, Corporate Social..., Strategy, Speech Writing, Marketing Communications, Financial Modeling
Education
Ottawa University 1998 — 2000
Webster University 1998 — 2000
Master of Business Administration (MBA), Accounting and Finance
Roger Tellefsen's Waddell & Reed Experience April 2001 - November 2007
Job Personal Financial Representative at Allstate Financial Services, LLC (LSA Securities in PA and LA)
Industry Financial Services
Experience
Allstate Financial Services, LLC (LSA Securities in PA and LA) January 2008 - Present
Professional Referral Exchange - Great Valley Chapter January 2007 - Present
Rotary Club of Greater West Chester Sunrise July 1994 - Present
Waddell & Reed April 2001 - November 2007
Education
Penn State University 1968 — 1974
MA, Economics
Allstate Financial Services, LLC (LSA Securities in PA and LA) January 2008 - Present
Professional Referral Exchange - Great Valley Chapter January 2007 - Present
Rotary Club of Greater West Chester Sunrise July 1994 - Present
Waddell & Reed April 2001 - November 2007
Education
Penn State University 1968 — 1974
MA, Economics
Justin Roller's Waddell & Reed Experience September 2008 - July 2010
Job Property Claims Examiner at Philadelphia Insurance Companies
Industry Sports
Experience
Philadelphia Insurance Companies December 2011 - Present
Philadelphia Insurance Companies August 2010 - December 2011
Waddell & Reed September 2008 - July 2010
Aflac 2004 - 2007
Skills
Insurance, Life Insurance, Microsoft Office, Public Speaking, Commercial Insurance, Marketing, Customer Service, Casualty, Professional Liability, Property & Casualty..., Brokers, General Insurance, Liability, Claims Management, Underwriting, Casualty Insurance
Education
Penn State University 1997 — 2001
BS, Management Science and Information Systems
Philadelphia Insurance Companies December 2011 - Present
Philadelphia Insurance Companies August 2010 - December 2011
Waddell & Reed September 2008 - July 2010
Aflac 2004 - 2007
Skills
Insurance, Life Insurance, Microsoft Office, Public Speaking, Commercial Insurance, Marketing, Customer Service, Casualty, Professional Liability, Property & Casualty..., Brokers, General Insurance, Liability, Claims Management, Underwriting, Casualty Insurance
Education
Penn State University 1997 — 2001
BS, Management Science and Information Systems
Erica Jean Cortez's Waddell & Reed Experience March 2011 - August 2013
Job Relationship Manger at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments March 2015 - Present
Clear Transitions PDX December 2012 - Present
McGee Wealth Management August 2014 - February 2015
Waddell & Reed March 2011 - August 2013
PDX March 2006 - August 2012
Regence Blue Cross Blue Shield of Oregon September 2007 - December 2009
WSC Insurance January 2006 - September 2007
Education
Pacific University 1998 — 2002
B.A. Business Management, Psychology
Fidelity Investments March 2015 - Present
Clear Transitions PDX December 2012 - Present
McGee Wealth Management August 2014 - February 2015
Waddell & Reed March 2011 - August 2013
PDX March 2006 - August 2012
Regence Blue Cross Blue Shield of Oregon September 2007 - December 2009
WSC Insurance January 2006 - September 2007
Education
Pacific University 1998 — 2002
B.A. Business Management, Psychology
Jason Pepe's Waddell & Reed Experience 2002 - 2004
Job VP & Portfolio Manager at Valley Forge Asset Management
Industry Investment Management
Experience
Valley Forge Asset Management 2004 - Present
Waddell & Reed 2002 - 2004
Skills
Series 7, Series 24, Series 53, Series 55, Series 66, Wealth Management, Investments, Portfolio Management, Fixed Income, Equities, Securities, Research, Sales, Client Serivce, Bloomberg, Advent, Asset Allocation, Asset Management, Investment Advisory, Investment Management
Education
Villanova University 2005 — 2008
MBA, Finance
Penn State University 1997 — 2001
BS, Finance
Valley Forge Asset Management 2004 - Present
Waddell & Reed 2002 - 2004
Skills
Series 7, Series 24, Series 53, Series 55, Series 66, Wealth Management, Investments, Portfolio Management, Fixed Income, Equities, Securities, Research, Sales, Client Serivce, Bloomberg, Advent, Asset Allocation, Asset Management, Investment Advisory, Investment Management
Education
Villanova University 2005 — 2008
MBA, Finance
Penn State University 1997 — 2001
BS, Finance
Aaron Thomason's Waddell & Reed Experience March 2004 - October 2006
Job Communications | Leadership Development | Sales | Therapeutic Expert | Relationship Builder
Industry Pharmaceuticals
Experience
Eli Lilly and Company October 2010 - Present
Eli Lilly and Company October 2006 - September 2010
Waddell & Reed March 2004 - October 2006
LDMI Telecommunications, Inc November 2000 - March 2004
Skills
Pharmaceutical Sales, Sales Effectiveness, Hospital Sales, Pharmaceutical Industry, Leadership Development, Leadership Development..., Relationship Management, Relationship Marketing, Building Relationships, Employee Engagement, Customer Engagement, Engaging Speaker, Team Leadership, Personal Development, Leadership, Management
Education
Valparaiso University 1996 — 2000
Bachelor's degree, Finance and Financial Management Services
Oregon State University 1995 — 1996
Eli Lilly and Company October 2010 - Present
Eli Lilly and Company October 2006 - September 2010
Waddell & Reed March 2004 - October 2006
LDMI Telecommunications, Inc November 2000 - March 2004
Skills
Pharmaceutical Sales, Sales Effectiveness, Hospital Sales, Pharmaceutical Industry, Leadership Development, Leadership Development..., Relationship Management, Relationship Marketing, Building Relationships, Employee Engagement, Customer Engagement, Engaging Speaker, Team Leadership, Personal Development, Leadership, Management
Education
Valparaiso University 1996 — 2000
Bachelor's degree, Finance and Financial Management Services
Oregon State University 1995 — 1996
Bill Woodward's Waddell & Reed Experience March 2009 - December 2010
Job Chief Compliance Officer at Wunderlich Securities
Industry Financial Services
Experience
Wunderlich Securities September 2011 - July 2015
Waddell & Reed March 2009 - December 2010
The Woodward Group January 2000 - March 2009
Birchtree Financial Services Inc April 1994 - November 1999
Skills
Due Diligence, Securities, Compliance, Supervisory Skills, Litigation Support
Education
Purdue University 1971 — 1975
Wunderlich Securities September 2011 - July 2015
Waddell & Reed March 2009 - December 2010
The Woodward Group January 2000 - March 2009
Birchtree Financial Services Inc April 1994 - November 1999
Skills
Due Diligence, Securities, Compliance, Supervisory Skills, Litigation Support
Education
Purdue University 1971 — 1975
Melissa Hand's Waddell & Reed Experience November 2011 - Present
Job Adiministrative Assistant at Waddell & Reed
Industry Financial Services
Experience
Waddell & Reed November 2011 - Present
what melissa does January 2000 - Present
Oregon Health & Science University 2011 - 2011
Oregon Health & Science University December 1990 - February 2009
Skills
Jewelry, Public Speaking, Microsoft Office
Education
Portland Community College 2007 — 2009
Persuing AA Transfer Degree
Waddell & Reed November 2011 - Present
what melissa does January 2000 - Present
Oregon Health & Science University 2011 - 2011
Oregon Health & Science University December 1990 - February 2009
Skills
Jewelry, Public Speaking, Microsoft Office
Education
Portland Community College 2007 — 2009
Persuing AA Transfer Degree
Ray Fowler's Waddell & Reed Experience January 2013 - Present
Job Infrastructure Principal at Waddell & Reed
Industry Information Technology and Services
Experience
Waddell & Reed January 2013 - Present
HP September 2010 - December 2012
HP Enterprise Services 2005 - September 2010
EDS January 2006 - August 2010
Black & Veatch April 2001 - December 2005
Skills
Security, Service Delivery, Service Management, Engineering Management, Contract Management, Contract Negotiation, System Architecture, Client Services, Data Center, IT Management, Virtualization, Telecommunications, IT Service Management, Business Intelligence, Disaster Recovery, Servers, PMP, Program Management, Enterprise Software, Requirements Analysis, SDLC, IT Strategy, Process Improvement, Project Management, Vendor Management, System Administration
Education
Ottawa University 2005 — 2007
BA, Business Management
Waddell & Reed January 2013 - Present
HP September 2010 - December 2012
HP Enterprise Services 2005 - September 2010
EDS January 2006 - August 2010
Black & Veatch April 2001 - December 2005
Skills
Security, Service Delivery, Service Management, Engineering Management, Contract Management, Contract Negotiation, System Architecture, Client Services, Data Center, IT Management, Virtualization, Telecommunications, IT Service Management, Business Intelligence, Disaster Recovery, Servers, PMP, Program Management, Enterprise Software, Requirements Analysis, SDLC, IT Strategy, Process Improvement, Project Management, Vendor Management, System Administration
Education
Ottawa University 2005 — 2007
BA, Business Management
Alex Pangilinan's Waddell & Reed Experience 2010 - 2010
Job Senior IT Consultant at Black & Veatch
Industry Information Technology and Services
Experience
Black & Veatch August 2013 - Present
Midtown Tennis Club 2004 - 2013
Quintel Management Consulting April 2011 - October 2011
HP Enterprise Services May 2008 - April 2010
Lee Hecht Harrison 2010 - 2010
Paige Technologies 2010 - 2010
Waddell & Reed 2010 - 2010
Black & Veatch 2005 - 2010
EDS May 2008 - September 2009
Ntelicor, L. P. 2002 - 2008
Skills
SQL, Visio, ITIL, SharePoint, SDLC, Requirements Analysis, Virtualization, Troubleshooting, Software Documentation, Oracle, Microsoft SQL Server, Databases, Integration, System Administration, Windows Server, Unix, IT Management, PowerBuilder, Oracle PL/SQL..., Oracle Forms, Visual C++, C++ Language, Production Support, AIX, HP-UX, NCR UNIX, Sun Solaris, SCO Unix, VAX/VMS, ESQL/C, ODBC, Unix Shell Scripting, COBOL, ORACLE 10g, ORACLE 11g, Sybase SQL Server, Informix, ABAP, SAP, Visual Studio, Toad 9.0, Software Quality..., Data Analysis, Data Warehousing, Database Administration, Database Design, Data Modeling, Business Analysis, Technical Writing, Technical Documentation
Education
Pamantasan ng Lungsod ng Maynila 1986 — 1990
Bachelor of Science, Computer Science
St. Joseph School (Manila, Philippines) 1982 — 1986
Black & Veatch August 2013 - Present
Midtown Tennis Club 2004 - 2013
Quintel Management Consulting April 2011 - October 2011
HP Enterprise Services May 2008 - April 2010
Lee Hecht Harrison 2010 - 2010
Paige Technologies 2010 - 2010
Waddell & Reed 2010 - 2010
Black & Veatch 2005 - 2010
EDS May 2008 - September 2009
Ntelicor, L. P. 2002 - 2008
Skills
SQL, Visio, ITIL, SharePoint, SDLC, Requirements Analysis, Virtualization, Troubleshooting, Software Documentation, Oracle, Microsoft SQL Server, Databases, Integration, System Administration, Windows Server, Unix, IT Management, PowerBuilder, Oracle PL/SQL..., Oracle Forms, Visual C++, C++ Language, Production Support, AIX, HP-UX, NCR UNIX, Sun Solaris, SCO Unix, VAX/VMS, ESQL/C, ODBC, Unix Shell Scripting, COBOL, ORACLE 10g, ORACLE 11g, Sybase SQL Server, Informix, ABAP, SAP, Visual Studio, Toad 9.0, Software Quality..., Data Analysis, Data Warehousing, Database Administration, Database Design, Data Modeling, Business Analysis, Technical Writing, Technical Documentation
Education
Pamantasan ng Lungsod ng Maynila 1986 — 1990
Bachelor of Science, Computer Science
St. Joseph School (Manila, Philippines) 1982 — 1986
Josh Roberts's Waddell & Reed Experience February 2012 - May 2014
Job Director, Service Enablement at Westar Energy
Industry Information Technology and Services
Experience
Westar Energy June 2014 - Present
Waddell & Reed February 2012 - May 2014
Jack Henry & Associates May 2009 - January 2012
Electronic Data Systems January 2004 - April 2009
Electronic Data Systems January 2003 - December 2003
Electronic Data Systems June 1999 - December 2002
BP May 1998 - August 1998
Skills
SDLC, Software Project..., Cross-functional Team..., Software Development, Agile Methodologies, Management, Requirements Analysis, Team Management, Business Analysis, Program Management, Testing, Requirements Gathering, Agile Project Management, Vendor Management, Scrum
Education
University of Kansas - Graduate School of Business 2001 — 2004
Master of Business Administration (M.B.A.), Finance, E-Commerce, International Business
Oklahoma State University 1995 — 1999
Bachelor, Business, Management Information Systems
Westar Energy June 2014 - Present
Waddell & Reed February 2012 - May 2014
Jack Henry & Associates May 2009 - January 2012
Electronic Data Systems January 2004 - April 2009
Electronic Data Systems January 2003 - December 2003
Electronic Data Systems June 1999 - December 2002
BP May 1998 - August 1998
Skills
SDLC, Software Project..., Cross-functional Team..., Software Development, Agile Methodologies, Management, Requirements Analysis, Team Management, Business Analysis, Program Management, Testing, Requirements Gathering, Agile Project Management, Vendor Management, Scrum
Education
University of Kansas - Graduate School of Business 2001 — 2004
Master of Business Administration (M.B.A.), Finance, E-Commerce, International Business
Oklahoma State University 1995 — 1999
Bachelor, Business, Management Information Systems
Kelly Epley's Waddell & Reed Experience November 2007 - Present
Job Data Analyst at Waddell & Reed
Industry Financial Services
Experience
Waddell & Reed November 2007 - Present
Waddell & Reed Financial Services 2007 - Present
Sprint 2000 - 2007
Sprint Nextel 1990 - 2007
IBM 2005 - 2006
Sprint 1990 - 2000
Skills
Data Warehousing, SDLC, Requirements Analysis, Data Modeling, Database Design, Agile Methodologies, UML, Business Objects, Problem Solving, SOA, SQL, Microsoft SQL Server, Oracle SQL, T-SQL, Telecommunications, XML, Business Intelligence, Databases, PL/SQL, SSRS, Requirements Gathering, Visio, Access, DB2, Unix, Business Analysis, SharePoint, Enterprise Architecture, Oracle, Systems Analysis, Data Integration, Integration, Informatica, COBOL, SSIS, Software Development, Solution Architecture
Education
Rockhurst University 2014 — 2016
Masters Certification DSBA, Data Science and Business Analytics
Oklahoma State University 1980 — 1982
Computer Science, Computer Science, Math, Statics and Geology
Waddell & Reed November 2007 - Present
Waddell & Reed Financial Services 2007 - Present
Sprint 2000 - 2007
Sprint Nextel 1990 - 2007
IBM 2005 - 2006
Sprint 1990 - 2000
Skills
Data Warehousing, SDLC, Requirements Analysis, Data Modeling, Database Design, Agile Methodologies, UML, Business Objects, Problem Solving, SOA, SQL, Microsoft SQL Server, Oracle SQL, T-SQL, Telecommunications, XML, Business Intelligence, Databases, PL/SQL, SSRS, Requirements Gathering, Visio, Access, DB2, Unix, Business Analysis, SharePoint, Enterprise Architecture, Oracle, Systems Analysis, Data Integration, Integration, Informatica, COBOL, SSIS, Software Development, Solution Architecture
Education
Rockhurst University 2014 — 2016
Masters Certification DSBA, Data Science and Business Analytics
Oklahoma State University 1980 — 1982
Computer Science, Computer Science, Math, Statics and Geology
Veni Vakala's Waddell & Reed Experience 2014 - 2015
Job DW/ETL Consultant at Saitech Co
Industry Computer Software
Experience
Saitech Co December 2011 - Present
Waddell & Reed 2014 - 2015
Waddell & Reed 2014 - 2015
Frbkc 2012 - 2014
State Comptroller's Office , Annapolis, Maryla 2011 - 2012
Century Link May 2011 - December 2011
Century Link April 2009 - April 2011
Sprint/IT 2000 - 2009
Skills
PL/SQL, Data Warehousing, Data Modeling, Teradata, Oracle, ETL, SDLC, Informatica, Databases, Unix Shell Scripting, DB2, Data Integration
Education
Osmania University
SCWC
Saitech Co December 2011 - Present
Waddell & Reed 2014 - 2015
Waddell & Reed 2014 - 2015
Frbkc 2012 - 2014
State Comptroller's Office , Annapolis, Maryla 2011 - 2012
Century Link May 2011 - December 2011
Century Link April 2009 - April 2011
Sprint/IT 2000 - 2009
Skills
PL/SQL, Data Warehousing, Data Modeling, Teradata, Oracle, ETL, SDLC, Informatica, Databases, Unix Shell Scripting, DB2, Data Integration
Education
Osmania University
SCWC
Michelle Skorseth's Waddell & Reed Experience June 2008 - April 2009
Job Accounting Professional
Industry Accounting
Experience
Waddell & Reed June 2008 - April 2009
Waddell & Reed April 2006 - June 2008
Education
Park University 2006 — 2009
Bachelors, Accounting & Management
Waddell & Reed June 2008 - April 2009
Waddell & Reed April 2006 - June 2008
Education
Park University 2006 — 2009
Bachelors, Accounting & Management
Jarod Sigmund's Waddell & Reed Experience October 2009 - September 2011
Job TSE at FireMon
Industry Information Technology and Services
Experience
FireMon February 2015 - Present
FishNet Security April 2013 - February 2015
FishNet Security September 2011 - April 2013
Waddell & Reed October 2009 - September 2011
Waddell & Reed September 2008 - October 2009
Waddell & Reed March 2008 - September 2008
Ottawa University January 2006 - December 2007
Skills
CCNA, Active Directory, Firewalls, Information Security, Network Security, Help Desk Support, VMware, Security, VMware ESX, Microsoft Exchange, Networking
Education
Ottawa University 2005 — 2007
Bachelor, Information Technology
FireMon February 2015 - Present
FishNet Security April 2013 - February 2015
FishNet Security September 2011 - April 2013
Waddell & Reed October 2009 - September 2011
Waddell & Reed September 2008 - October 2009
Waddell & Reed March 2008 - September 2008
Ottawa University January 2006 - December 2007
Skills
CCNA, Active Directory, Firewalls, Information Security, Network Security, Help Desk Support, VMware, Security, VMware ESX, Microsoft Exchange, Networking
Education
Ottawa University 2005 — 2007
Bachelor, Information Technology
Britt Stephens's Waddell & Reed Experience August 2012 - Present
Job Adjustments Manager at Waddell & Reed
Industry Financial Services
Experience
Waddell & Reed August 2012 - Present
Waddell & Reed May 2011 - August 2012
Waddell & Reed September 2009 - May 2011
Skills
Mutual Funds, Securities, Investments, Financial Services, Insurance, Equities, Wealth Management, 401k, Customer Service, Fixed Income, Asset Management, Microsoft Excel
Education
Pittsburg State University 2005 — 2009
Bachelor's degree, Finance
Waddell & Reed August 2012 - Present
Waddell & Reed May 2011 - August 2012
Waddell & Reed September 2009 - May 2011
Skills
Mutual Funds, Securities, Investments, Financial Services, Insurance, Equities, Wealth Management, 401k, Customer Service, Fixed Income, Asset Management, Microsoft Excel
Education
Pittsburg State University 2005 — 2009
Bachelor's degree, Finance
Laura DeMaria's Waddell & Reed Experience February 1977 - Present
Job Vice President Field Office Operations at Waddell & Reed
Industry Financial Services
Experience
Waddell & Reed February 1977 - Present
Skills
Commercial Real Estate, Property Management, Project Planning, Business Process..., Public Relations, Human Resources
Education
Ottawa University 2004 — 2008
Bachelor of Applied Science (B.A.Sc.), Communication and Media Studies
Waddell & Reed February 1977 - Present
Skills
Commercial Real Estate, Property Management, Project Planning, Business Process..., Public Relations, Human Resources
Education
Ottawa University 2004 — 2008
Bachelor of Applied Science (B.A.Sc.), Communication and Media Studies
James Shatto's Waddell & Reed Experience December 2014 - Present
Job Derivatives Specialist at Waddell & Reed
Industry Financial Services
Experience
Waddell & Reed December 2014 - Present
State Street May 2011 - November 2014
Boston Financial Data Services October 2010 - April 2011
Boston Financial Data Services August 2008 - September 2010
Skills
Portfolio Management, Accounting, Financial Analysis, Microsoft Excel, Finance, Financial Reporting, Equities, Mutual Funds, Financial Services, Investments
Education
Park University 2002 — 2006
Bachelor of Arts (B.A.), Business Administration and Finance
Waddell & Reed December 2014 - Present
State Street May 2011 - November 2014
Boston Financial Data Services October 2010 - April 2011
Boston Financial Data Services August 2008 - September 2010
Skills
Portfolio Management, Accounting, Financial Analysis, Microsoft Excel, Finance, Financial Reporting, Equities, Mutual Funds, Financial Services, Investments
Education
Park University 2002 — 2006
Bachelor of Arts (B.A.), Business Administration and Finance
Kyle Rudolph's Waddell & Reed Experience February 2010 - October 2010
Job Financial Solutions Advisor at Merrill Edge
Industry Investment Banking
Experience
Merrill Edge March 2014 - Present
HomeStreet Bank October 2010 - March 2014
Waddell & Reed February 2010 - October 2010
Bank of America October 2006 - February 2010
Skills
Retail Banking, Branch Banking, Investments, Securities License, Licensed Life & Health..., Retirement Planning, Sales Process, New Business Development, Credit, Consumer Lending, Small Business Lending, Communication, Networking
Education
Oregon State University 2006 — 2010
Bachelor of Science (BS), Business Administration
Merrill Edge March 2014 - Present
HomeStreet Bank October 2010 - March 2014
Waddell & Reed February 2010 - October 2010
Bank of America October 2006 - February 2010
Skills
Retail Banking, Branch Banking, Investments, Securities License, Licensed Life & Health..., Retirement Planning, Sales Process, New Business Development, Credit, Consumer Lending, Small Business Lending, Communication, Networking
Education
Oregon State University 2006 — 2010
Bachelor of Science (BS), Business Administration
Dan Killeen's Waddell & Reed Experience July 2012 - October 2013
Job Fraud Operations Manager at US Bank
Industry Financial Services
Experience
US Bank September 2014 - Present
Sporting Kansas City February 2013 - Present
Waddell & Reed July 2012 - October 2013
ExpertPlan October 2010 - July 2011
DST Systems January 2003 - February 2010
DWS Investments Service Company/Scudder Service Company January 1998 - January 2003
DST Systems 2003 - 2003
Kemper Service Company January 1994 - January 1998
Skills
Mutual Funds, Leadership, Management, Financial Analysis, Sales, Investments, Securities, Insurance, Call Centers, Series 7, Series 24, Relationship Management, Customer Satisfaction, Risk Management, Team Building, Call Center, Change Management, Customer Service, Asset Management, Process Improvement, Finance, Financial Services, Business Process..., Operations Management, Budgets, Brokerage, Microsoft Excel, New Business Development, Customer Retention, Series 6, Compliance, Disaster Recovery, Business Management, Back Office, Business Solutions, Budgeting, Customer Relations, Negotiation, Coaching, Word, Quality Assurance, Team Leadership, Supervisory Skills, Mentoring, Vendor Management, Business Analysis, Strategic Planning, Project Management, Series 7 Licensed
Education
Rockhurst University 1994 — 1998
MBA, Management
Rockhurst University 1984 — 1988
BSBA, Marketing
Little Rock Catholic High
US Bank September 2014 - Present
Sporting Kansas City February 2013 - Present
Waddell & Reed July 2012 - October 2013
ExpertPlan October 2010 - July 2011
DST Systems January 2003 - February 2010
DWS Investments Service Company/Scudder Service Company January 1998 - January 2003
DST Systems 2003 - 2003
Kemper Service Company January 1994 - January 1998
Skills
Mutual Funds, Leadership, Management, Financial Analysis, Sales, Investments, Securities, Insurance, Call Centers, Series 7, Series 24, Relationship Management, Customer Satisfaction, Risk Management, Team Building, Call Center, Change Management, Customer Service, Asset Management, Process Improvement, Finance, Financial Services, Business Process..., Operations Management, Budgets, Brokerage, Microsoft Excel, New Business Development, Customer Retention, Series 6, Compliance, Disaster Recovery, Business Management, Back Office, Business Solutions, Budgeting, Customer Relations, Negotiation, Coaching, Word, Quality Assurance, Team Leadership, Supervisory Skills, Mentoring, Vendor Management, Business Analysis, Strategic Planning, Project Management, Series 7 Licensed
Education
Rockhurst University 1994 — 1998
MBA, Management
Rockhurst University 1984 — 1988
BSBA, Marketing
Little Rock Catholic High
Tonya Cordray's Waddell & Reed Experience 1999 - 2001
Job Vice President, Client Service and Relationship Management at State Street
Industry Financial Services
Experience
State Street October 2012 - November 2013
State Street April 2008 - October 2012
State Street August 2005 - April 2008
State Street March 2001 - August 2005
Waddell & Reed 1999 - 2001
Skills
Global Custody, Mutual Funds, Fund Administration, Corporate Actions, Collateral Management, Derivatives, Securities, Equities, Foreign Exchange, Banking, Options, Finance, Process Improvement, Accounting, Cash Management, Investments, Asset Managment, Customer Service, Strategic Planning
Education
Webster University 2001 — 2004
Masters, Business Administration
Park University 1995 — 1998
BA, Finance and Management Accounting
State Street October 2012 - November 2013
State Street April 2008 - October 2012
State Street August 2005 - April 2008
State Street March 2001 - August 2005
Waddell & Reed 1999 - 2001
Skills
Global Custody, Mutual Funds, Fund Administration, Corporate Actions, Collateral Management, Derivatives, Securities, Equities, Foreign Exchange, Banking, Options, Finance, Process Improvement, Accounting, Cash Management, Investments, Asset Managment, Customer Service, Strategic Planning
Education
Webster University 2001 — 2004
Masters, Business Administration
Park University 1995 — 1998
BA, Finance and Management Accounting
Victor Matcash, MBA's Waddell & Reed Experience January 2007 - May 2007
Job Fund Accountant
Industry Financial Services
Experience
Citco Corporate and Trust June 2015 - Present
State Street July 2013 - June 2015
Park University October 2006 - May 2015
Victoria Financial Consulting December 2008 - July 2013
Rink Management Services Corporation March 2008 - October 2009
Waddell & Reed January 2007 - May 2007
Skills
Finance, Corporate Finance, Accounting, Quantitative Analytics, Managerial Finance, Financial Accounting, Microsoft Excel, SPSS, Analysis, Economics, Access, Data Analysis, Portfolio Management
Education
Park University 2009 — 2011
Master of Business Administration (MBA), Accounting and Finance, 3.67
Park University 2005 — 2007
Bachelor of Arts (B.A.), Finance, General, 3.58
Citco Corporate and Trust June 2015 - Present
State Street July 2013 - June 2015
Park University October 2006 - May 2015
Victoria Financial Consulting December 2008 - July 2013
Rink Management Services Corporation March 2008 - October 2009
Waddell & Reed January 2007 - May 2007
Skills
Finance, Corporate Finance, Accounting, Quantitative Analytics, Managerial Finance, Financial Accounting, Microsoft Excel, SPSS, Analysis, Economics, Access, Data Analysis, Portfolio Management
Education
Park University 2009 — 2011
Master of Business Administration (MBA), Accounting and Finance, 3.67
Park University 2005 — 2007
Bachelor of Arts (B.A.), Finance, General, 3.58
Richard Metz's Waddell & Reed Experience 2006 - Present
Job Sr. Manager Distribution Services at Waddell & Reed
Industry Financial Services
Experience
Waddell & Reed 2006 - Present
LabCorp October 1990 - September 2005
Skills
Operations Management
Education
Park University 1993 — 1996
BBA, Management and Marketing
Waddell & Reed 2006 - Present
LabCorp October 1990 - September 2005
Skills
Operations Management
Education
Park University 1993 — 1996
BBA, Management and Marketing
Jennifer Herold's Waddell & Reed Experience May 1997 - November 1998
Job Marketing and Advertising Professional
Industry Marketing and Advertising
Experience
Tax Management Associates, Inc November 1998 - August 2002
Waddell & Reed May 1997 - November 1998
Kohl's Department Stores August 1996 - November 1996
Alcoa (arranged by Manpower Temporary Service) May 1996 - November 1996
Delta Faucet Company May 1992 - March 1996
Purdue Exponent 1992 - 1996
Skills
Editing, Marketing, Newsletters, Sales, Management, Direct Mail, Marketing Communications, Research, Access, Project Management, Advertising, Public Relations, Facebook
Education
Purdue University 1992 — 1996
BA, Mass Communication
Westfield High School
Tax Management Associates, Inc November 1998 - August 2002
Waddell & Reed May 1997 - November 1998
Kohl's Department Stores August 1996 - November 1996
Alcoa (arranged by Manpower Temporary Service) May 1996 - November 1996
Delta Faucet Company May 1992 - March 1996
Purdue Exponent 1992 - 1996
Skills
Editing, Marketing, Newsletters, Sales, Management, Direct Mail, Marketing Communications, Research, Access, Project Management, Advertising, Public Relations, Facebook
Education
Purdue University 1992 — 1996
BA, Mass Communication
Westfield High School
Chuck Trotter's Waddell & Reed Experience May 1997 - May 2008
Job Senior Investment Executive at Caudle Financial Group
Industry Financial Services
Experience
Berthel Fisher & Company Financial Services, Inc. May 2008 - Present
Caudle Financial Group May 2008 - Present
Waddell & Reed May 1997 - May 2008
Skills
Financial Planning, Real Estate, Mutual Funds, Annuities, Investments, Portfolio Management, Asset Management, Financial Analysis, Customer Relations, Valuation, Account Management, Series 7, Insurance, Strategic Planning, Business Strategy, Wealth Management, Fixed Income, Asset, Retirement Planning, Securities, Investment Advisory, Risk Management, Financial Advisory, Estate Planning, Alternative Investments, Business Planning, Bonds, 401k, Long Term Care, IRA's
Education
Oklahoma State University 1978 — 1982
B.S., Business Management
Berthel Fisher & Company Financial Services, Inc. May 2008 - Present
Caudle Financial Group May 2008 - Present
Waddell & Reed May 1997 - May 2008
Skills
Financial Planning, Real Estate, Mutual Funds, Annuities, Investments, Portfolio Management, Asset Management, Financial Analysis, Customer Relations, Valuation, Account Management, Series 7, Insurance, Strategic Planning, Business Strategy, Wealth Management, Fixed Income, Asset, Retirement Planning, Securities, Investment Advisory, Risk Management, Financial Advisory, Estate Planning, Alternative Investments, Business Planning, Bonds, 401k, Long Term Care, IRA's
Education
Oklahoma State University 1978 — 1982
B.S., Business Management
Lynda Peretz's Waddell & Reed Experience August 2011 - March 2012
Job Lynda's TutoringLearn to Read, Write and Comprehend
Industry Education Management
Experience
Banner University Administrative Assistant in Health Management September 2015 - Present
Lynda's Tutoring September 1980 - Present
Phoenix Elementary School District # 1 December 2012 - June 2014
JAG March 2012 - June 2013
Waddell & Reed August 2011 - March 2012
Maricopa County Attorney's Office January 2010 - August 2011
Boston Scientific August 2008 - February 2009
American Funds/Capital Funds April 2007 - August 2008
Allied Waste/Republic Waste Management August 2007 - May 2008
Charles Schwab October 1999 - June 2005
Skills
Literacy, Language Arts, Classroom Management, Elementary Education, Classroom Instruction, All Microsoft Skill Set, Extaordinary Baker, Staff Development, Fundraising, Instructional Design, Public Speaking, Classroom, Leadership, Microsoft Office, Event Planning, Microsoft Word, Curriculum Design
Education
St. John's University 1979 — 1981
Masters, Reading Specialization
Queens College
Bachelors, Elementary Education
Banner University Administrative Assistant in Health Management September 2015 - Present
Lynda's Tutoring September 1980 - Present
Phoenix Elementary School District # 1 December 2012 - June 2014
JAG March 2012 - June 2013
Waddell & Reed August 2011 - March 2012
Maricopa County Attorney's Office January 2010 - August 2011
Boston Scientific August 2008 - February 2009
American Funds/Capital Funds April 2007 - August 2008
Allied Waste/Republic Waste Management August 2007 - May 2008
Charles Schwab October 1999 - June 2005
Skills
Literacy, Language Arts, Classroom Management, Elementary Education, Classroom Instruction, All Microsoft Skill Set, Extaordinary Baker, Staff Development, Fundraising, Instructional Design, Public Speaking, Classroom, Leadership, Microsoft Office, Event Planning, Microsoft Word, Curriculum Design
Education
St. John's University 1979 — 1981
Masters, Reading Specialization
Queens College
Bachelors, Elementary Education
Curtis Radford's Waddell & Reed Experience May 2014 - Present
Job Technical Relationship Administrator/ IMD Concierge at Waddell & Reed
Industry Banking
Experience
Waddell & Reed May 2014 - Present
Federal Reserve Bank of Kansas City May 2011 - May 2014
Federal Reserve System May 2008 - May 2011
Skills
Active Directory, Software Documentation, VMware, Testing, Microsoft Office, ITIL, Technical Support, Help Desk Support, Troubleshooting, SharePoint, Disaster Recovery, Servers, Visio, Process Improvement, Business Analysis, Project Management, SDLC
Education
Park University 2014 — 2017
Bachelor’s Degree, Business and Finance, 4.0
Waddell & Reed May 2014 - Present
Federal Reserve Bank of Kansas City May 2011 - May 2014
Federal Reserve System May 2008 - May 2011
Skills
Active Directory, Software Documentation, VMware, Testing, Microsoft Office, ITIL, Technical Support, Help Desk Support, Troubleshooting, SharePoint, Disaster Recovery, Servers, Visio, Process Improvement, Business Analysis, Project Management, SDLC
Education
Park University 2014 — 2017
Bachelor’s Degree, Business and Finance, 4.0
Ray A. Smith's Waddell & Reed Experience June 2014 - November 2014
Job University of Kansas Medical Center IT Prorfessional, A PerformanceDriven IT Professional
Industry Computer Networking
Experience
Helzberg Diamonds August 2015 - Present
University of Kansas Medical Center October 2014 - September 2015
Waddell & Reed June 2014 - November 2014
Kohl's Department Stores May 2013 - May 2014
Waddell & Reed October 2012 - May 2013
Heartland Services / Panasonic Service Center August 2011 - July 2012
SureWest Communications September 2007 - August 2011
KForce Staffing / ScriptPro April 2007 - August 2007
KForce Staffing / Sprint, May 2006 - March 2007
Pitney Bowes Management Services March 2004 - May 2006
Skills
Networking, Customer Support, Troubleshooting, Computer Hardware, Customer Service, Process Improvement, Cisco Technologies, Telecommunications, Vendor Management, Active Directory, SharePoint, Technical Support, Access, Security, Testing, Software Documentation, VoIP, Management
Education
Ottawa University 2010 — 2014
Bachelor's degree, Management Information Systems and Services
Vatterott College 2003 — 2005
Associate's degree, Computer Systems and Networking Technology; Computer Systems and Networking Technology
Central High 1993 — 1997
Helzberg Diamonds August 2015 - Present
University of Kansas Medical Center October 2014 - September 2015
Waddell & Reed June 2014 - November 2014
Kohl's Department Stores May 2013 - May 2014
Waddell & Reed October 2012 - May 2013
Heartland Services / Panasonic Service Center August 2011 - July 2012
SureWest Communications September 2007 - August 2011
KForce Staffing / ScriptPro April 2007 - August 2007
KForce Staffing / Sprint, May 2006 - March 2007
Pitney Bowes Management Services March 2004 - May 2006
Skills
Networking, Customer Support, Troubleshooting, Computer Hardware, Customer Service, Process Improvement, Cisco Technologies, Telecommunications, Vendor Management, Active Directory, SharePoint, Technical Support, Access, Security, Testing, Software Documentation, VoIP, Management
Education
Ottawa University 2010 — 2014
Bachelor's degree, Management Information Systems and Services
Vatterott College 2003 — 2005
Associate's degree, Computer Systems and Networking Technology; Computer Systems and Networking Technology
Central High 1993 — 1997
Warren D Henry's Waddell & Reed Experience April 1971 - 1975
Job Owner, Gamblers Edge Computing
Industry Information Technology and Services
Experience
Gamblers Edge Computing March 1979 - Present
Farmland Industries 1975 - 1979
Waddell & Reed April 1971 - 1975
Skills
COBOL Programmer, Systems Analysis, Gaming, Advertising
Education
University of Evansville 1965 — 1966
LE 2, Same as Purdue
Purdue University 1961 — 1965
LE in Women, Beer, and Poker, Anything other than what I was there for.
Gamblers Edge Computing March 1979 - Present
Farmland Industries 1975 - 1979
Waddell & Reed April 1971 - 1975
Skills
COBOL Programmer, Systems Analysis, Gaming, Advertising
Education
University of Evansville 1965 — 1966
LE 2, Same as Purdue
Purdue University 1961 — 1965
LE in Women, Beer, and Poker, Anything other than what I was there for.
Kellie Mondello's Waddell & Reed Experience August 2007 - December 2008
Job Accounting Manager at Missouri Housing Development Commission
Industry Accounting
Experience
Missouri Housing Development Commission Loan Accounting AnalystKeyBank Real Estate CapitalJuly 2011 - November 2013
KeyBank Real Estate Capital February 2009 - June 2011
Waddell & Reed August 2007 - December 2008
Waddell & Reed September 2006 - July 2007
Waddell & Reed November 2003 - August 2006
Waddell & Reed October 2001 - October 2003
Skills
Financial Analysis, Banking, Cash Management, Financial Reporting, Financial Statements, Treasury Management, Management, Account Reconciliation, Payroll, Cash Flow Statements, Partnership Tax Returns, Financial Audits, Auditing, Internal Audit, Accounting
Education
Park University 1999 — 2001
BA in Accounting, Accounting
Southwest Missouri State University 1998 — 1999
Transfer, Accounting
Missouri Housing Development Commission Loan Accounting AnalystKeyBank Real Estate CapitalJuly 2011 - November 2013
KeyBank Real Estate Capital February 2009 - June 2011
Waddell & Reed August 2007 - December 2008
Waddell & Reed September 2006 - July 2007
Waddell & Reed November 2003 - August 2006
Waddell & Reed October 2001 - October 2003
Skills
Financial Analysis, Banking, Cash Management, Financial Reporting, Financial Statements, Treasury Management, Management, Account Reconciliation, Payroll, Cash Flow Statements, Partnership Tax Returns, Financial Audits, Auditing, Internal Audit, Accounting
Education
Park University 1999 — 2001
BA in Accounting, Accounting
Southwest Missouri State University 1998 — 1999
Transfer, Accounting
Sangeetha Racherla's Waddell & Reed Experience June 2010 - September 2011
Job Sr.Quality Assurance Analyst at Heartland Payment Systems
Industry Computer Software
Experience
Heartland Payment Systems September 2014 - Present
SD2 Consulting LLC June 2013 - Present
Commerce Bank March 2014 - July 2014
CSC September 2011 - March 2014
Waddell & Reed June 2010 - September 2011
LM Inc. July 2004 - November 2009
FCS Software Solutions May 2003 - June 2004
RAM Informatics Limited August 2001 - May 2002
Skills
Quality Center, QTP, Regression Testing, Agile Methodologies, Test Cases, Microsoft SQL Server, VBScript, Scrum, Automation, Oracle, Integration Testing, Developer/2000, VB 6.0, ASP, Visual Studio Ultimate, OATS, SoapUI, TestComplete, JIRA Administration, Process Improvement, Data warehouse Testing, Disaster Recovery, Web Services, AS/400, Business Intelligence, PL/SQL, IBM iSeries, JIRA, REST, JSON
Education
Osmania University
Bachelors Degree, Science
APTECH (Aptech Computer Technologies)
HDSE
Orbit Information Technologies
Heartland Payment Systems September 2014 - Present
SD2 Consulting LLC June 2013 - Present
Commerce Bank March 2014 - July 2014
CSC September 2011 - March 2014
Waddell & Reed June 2010 - September 2011
LM Inc. July 2004 - November 2009
FCS Software Solutions May 2003 - June 2004
RAM Informatics Limited August 2001 - May 2002
Skills
Quality Center, QTP, Regression Testing, Agile Methodologies, Test Cases, Microsoft SQL Server, VBScript, Scrum, Automation, Oracle, Integration Testing, Developer/2000, VB 6.0, ASP, Visual Studio Ultimate, OATS, SoapUI, TestComplete, JIRA Administration, Process Improvement, Data warehouse Testing, Disaster Recovery, Web Services, AS/400, Business Intelligence, PL/SQL, IBM iSeries, JIRA, REST, JSON
Education
Osmania University
Bachelors Degree, Science
APTECH (Aptech Computer Technologies)
HDSE
Orbit Information Technologies
Brandon Morrow's Waddell & Reed Experience February 2008 - December 2009
Job Internal Territory Manager at Behringer Harvard
Industry Real Estate
Experience
Behringer Harvard December 2009 - Present
Waddell & Reed February 2008 - December 2009
FCB Financial June 2001 - February 2008
Skills
Microsoft Office
Education
Pittsburg State University 1994 — 1999
Bachelor of Science, Finance, General
Behringer Harvard December 2009 - Present
Waddell & Reed February 2008 - December 2009
FCB Financial June 2001 - February 2008
Skills
Microsoft Office
Education
Pittsburg State University 1994 — 1999
Bachelor of Science, Finance, General
Ehren Minnich's Waddell & Reed Experience May 2011 - November 2011
Job Sr. FP&A Analyst
Industry Financial Services
Experience
National Penn June 2015 - Present
Santander Bank, N.A. June 2014 - June 2015
Santander Bank, N.A. September 2013 - June 2014
Buca di Beppo June 2009 - July 2013
Waddell & Reed May 2011 - November 2011
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Data Analysis, Microsoft Word, Statistics, Economics, Financial Analysis, Insurance, Strategic Financial..., Corporate Finance, Finance, Accounting, Internal Audit
Education
Penn State University 2013 — 2015
Master of Science (M.S.), Finance
Penn State University 2009 — 2013
Bachelor of Science (B.S.), Finance and Financial Management Services, Graduate
Reading Area Community College 2007 — 2009
Business Administration and Management, General
National Penn June 2015 - Present
Santander Bank, N.A. June 2014 - June 2015
Santander Bank, N.A. September 2013 - June 2014
Buca di Beppo June 2009 - July 2013
Waddell & Reed May 2011 - November 2011
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Data Analysis, Microsoft Word, Statistics, Economics, Financial Analysis, Insurance, Strategic Financial..., Corporate Finance, Finance, Accounting, Internal Audit
Education
Penn State University 2013 — 2015
Master of Science (M.S.), Finance
Penn State University 2009 — 2013
Bachelor of Science (B.S.), Finance and Financial Management Services, Graduate
Reading Area Community College 2007 — 2009
Business Administration and Management, General
Zachary Ponder's Waddell & Reed Experience May 2013 - August 2013
Job Para Educator at San Luis Coastal Unified School District
Industry Sports
Experience
San Luis Coastal Unified School District March 2015 - Present
Rock Harbor Christian Fellowship July 2014 - Present
Bank of America April 2014 - July 2014
Waddell & Reed May 2013 - August 2013
Point Loma Nazarene University June 2012 - May 2013
Lord & Gladden May 2012 - April 2013
La Jolla Beach & Tennis Club June 2011 - April 2012
Skills
Superior Client Service, Microsoft Excel, Microsoft Word, Microsoft Office, Administrative..., Operations Management, Management, Budgets, Finance, Leadership, Customer Service, Event Planning, Recruiting, Client Services, PowerPoint, Hospitality, Social Media, Public Speaking, Facebook
Education
National University 2015 — 2016
Master's degree, Special Education and Teaching
Point Loma Nazarene University 2007 — 2011
Bachelor of Business Administration (B.B.A.), Business
San Luis Coastal Unified School District March 2015 - Present
Rock Harbor Christian Fellowship July 2014 - Present
Bank of America April 2014 - July 2014
Waddell & Reed May 2013 - August 2013
Point Loma Nazarene University June 2012 - May 2013
Lord & Gladden May 2012 - April 2013
La Jolla Beach & Tennis Club June 2011 - April 2012
Skills
Superior Client Service, Microsoft Excel, Microsoft Word, Microsoft Office, Administrative..., Operations Management, Management, Budgets, Finance, Leadership, Customer Service, Event Planning, Recruiting, Client Services, PowerPoint, Hospitality, Social Media, Public Speaking, Facebook
Education
National University 2015 — 2016
Master's degree, Special Education and Teaching
Point Loma Nazarene University 2007 — 2011
Bachelor of Business Administration (B.B.A.), Business
Julie K. English's Waddell & Reed Experience September 2012 - July 2014
Job Business Analyst at Rockhill Insurance Company, a division of State Auto Insurance Companies
Industry Financial Services
Experience
Rockhill Insurance Company, a division of State Auto Insurance Companies July 2014 - Present
Waddell & Reed September 2012 - July 2014
Zurich North America September 2007 - May 2012
Universal Underwriters Group, now Zurich Insurance March 2000 - September 2007
Education
Ottawa University
Bachelor of Arts (B.A.), Business Administration
Rockhill Insurance Company, a division of State Auto Insurance Companies July 2014 - Present
Waddell & Reed September 2012 - July 2014
Zurich North America September 2007 - May 2012
Universal Underwriters Group, now Zurich Insurance March 2000 - September 2007
Education
Ottawa University
Bachelor of Arts (B.A.), Business Administration
Jonette Wallis's Waddell & Reed Experience July 2000 - Present
Job Manager of Pricing at Waddell & Reed
Industry Financial Services
Experience
Waddell & Reed July 2000 - Present
Education
Pittsburg State University 1995 — 2000
Bachelor of Business Administration (BBA), Accounting and Finance
Waddell & Reed July 2000 - Present
Education
Pittsburg State University 1995 — 2000
Bachelor of Business Administration (BBA), Accounting and Finance
Chad Burch's Waddell & Reed Experience April 2001 - September 2002
Job Office Manger at Wilson Real Estate
Industry Accounting
Experience
Wilson Real Estate November 2014 - Present
American Independent Marketing October 2002 - November 2012
Waddell & Reed April 2001 - September 2002
Safeway April 1994 - April 2001
Skills
Windows, Microsoft Word, Research, Customer Service, English, Outlook, Microsoft Office, Microsoft Excel, Teaching, Budgets, Leadership, Management, Time Management, Training, Forecasting
Education
Perry Technical Institute 2013 — 2014
Associate of Arts and Sciences (A.A.S.), Business Technology and Accounting
Wilson Real Estate November 2014 - Present
American Independent Marketing October 2002 - November 2012
Waddell & Reed April 2001 - September 2002
Safeway April 1994 - April 2001
Skills
Windows, Microsoft Word, Research, Customer Service, English, Outlook, Microsoft Office, Microsoft Excel, Teaching, Budgets, Leadership, Management, Time Management, Training, Forecasting
Education
Perry Technical Institute 2013 — 2014
Associate of Arts and Sciences (A.A.S.), Business Technology and Accounting
Nick Labas's Waddell & Reed Experience 2004 - 2005
Job Accounting & Financial Professional
Industry Computer Software
Experience
Applied Systems November 2006 - Present
Meijer 1999 - 2006
Waddell & Reed 2004 - 2005
Skills
Accounting, Analysis, Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Public Speaking, Strategic Planning, Budgets, Investments, Computer Proficiency, Finance, Goal Oriented, Operations Management, Reporting & Analysis, Budgeting, Department Budgeting, Time Management, Financial Analysis, Account Reconciliation, Accounts Receivable, Accounts Payable
Education
Purdue University Calumet 2013 — 2015
Master of Business Administration (M.B.A.), Accounting
Purdue University Calumet 2000 — 2005
Bachelor of Applied Science (B.A.Sc.), Finance, General
Applied Systems November 2006 - Present
Meijer 1999 - 2006
Waddell & Reed 2004 - 2005
Skills
Accounting, Analysis, Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Public Speaking, Strategic Planning, Budgets, Investments, Computer Proficiency, Finance, Goal Oriented, Operations Management, Reporting & Analysis, Budgeting, Department Budgeting, Time Management, Financial Analysis, Account Reconciliation, Accounts Receivable, Accounts Payable
Education
Purdue University Calumet 2013 — 2015
Master of Business Administration (M.B.A.), Accounting
Purdue University Calumet 2000 — 2005
Bachelor of Applied Science (B.A.Sc.), Finance, General
Dustin Dunham's Waddell & Reed Experience July 2011 - December 2012
Job Financial Services Professional
Industry Financial Services
Experience
Waddell & Reed July 2011 - December 2012
Corridor Candy January 2009 - December 2012
Wadddell & Reed 2011 - 2012
NEXTEL April 2003 - July 2004
Education
Portland State University
Bachelor of Science, Psychology
Waddell & Reed July 2011 - December 2012
Corridor Candy January 2009 - December 2012
Wadddell & Reed 2011 - 2012
NEXTEL April 2003 - July 2004
Education
Portland State University
Bachelor of Science, Psychology
Tom Sauer's Waddell & Reed Experience March 2015 - Present
Job Financial Advisor and CERTIFIED FINANCIAL PLANNER™ at Waddell & Reed
Industry Banking
Experience
Waddell & Reed March 2015 - Present
Bank of America Merrill Lynch June 2005 - March 2015
Skills
Wealth Management, Portfolio Management, Series 7, Investments, Financial Services, Relationship Management, Financial Planning, Certified Financial...
Education
Purdue University 1985 — 1989
Bachelor of Science (B.S.)
Purdue University 1985 — 1989
Waddell & Reed March 2015 - Present
Bank of America Merrill Lynch June 2005 - March 2015
Skills
Wealth Management, Portfolio Management, Series 7, Investments, Financial Services, Relationship Management, Financial Planning, Certified Financial...
Education
Purdue University 1985 — 1989
Bachelor of Science (B.S.)
Purdue University 1985 — 1989
Roger Weller's Waddell & Reed Experience May 2008 - November 2011
Job Consultant at CheckUp Revenue Specialists
Industry Management Consulting
Experience
Check-Up Revenue Specialists May 2014 - Present
Scottrade November 2011 - March 2014
Waddell & Reed May 2008 - November 2011
Marquis Cleaners and Laundry February 2006 - July 2007
Edward Jones December 1999 - January 2006
Five Star Bank April 1994 - December 1999
Nationwide Insurance April 1991 - April 1994
Chase February 1966 - November 1990
Skills
Management Consulting, Business Process..., Business Analysis, Change Management, Business Transformation, Strategy, Business Strategy, Business Process, Business Intelligence, Program Management
Education
Rochester Institute of Technology 1967 — 1976
Bachelor's Degree, Business
Check-Up Revenue Specialists May 2014 - Present
Scottrade November 2011 - March 2014
Waddell & Reed May 2008 - November 2011
Marquis Cleaners and Laundry February 2006 - July 2007
Edward Jones December 1999 - January 2006
Five Star Bank April 1994 - December 1999
Nationwide Insurance April 1991 - April 1994
Chase February 1966 - November 1990
Skills
Management Consulting, Business Process..., Business Analysis, Change Management, Business Transformation, Strategy, Business Strategy, Business Process, Business Intelligence, Program Management
Education
Rochester Institute of Technology 1967 — 1976
Bachelor's Degree, Business
T Rowe Price
The Blackstone Group
Pioneer Investments
Lazard
ING Investment Management
Deutsche Asset Management
Lazard Asset Management
Natixis Global Asset Management