Waddell & Reed Financial Advisors
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Waddell & Reed Financial Advisors Employees
Employee
Years
Job
Industry
Jimmy Ruth Jimmy Ruth's Waddell & Reed Financial Advisors Experience January 2012 - May 2012
Job Targeted Campaign Specialist at MultiView
Industry Marketing and Advertising
Experience
MultiView November 2013 - Present
Fortitude Systems August 2013 - November 2013
Wells Fargo Financial Advisors June 2012 - August 2012
Waddell & Reed Financial Advisors January 2012 - May 2012
OppMetrix May 2011 - July 2011
Skills
Bloomberg Terminal, Financial Analysis, Microsoft Excel, Sales, Marketing, Facebook, PowerPoint, Social Media Marketing, Social Networking, Microsoft Office, Social Media, Management, Microsoft Word, Public Speaking, Leadership, Customer Service
Education
Southern Methodist University 2009 — 2013
Bachelor's, Finance
Oxford University, University College
Southern Methodist University, Edwin L. Cox School of Business
Bachelor of Business Administration, Finance; Comparative Politics and International Relations
MultiView November 2013 - Present
Fortitude Systems August 2013 - November 2013
Wells Fargo Financial Advisors June 2012 - August 2012
Waddell & Reed Financial Advisors January 2012 - May 2012
OppMetrix May 2011 - July 2011
Skills
Bloomberg Terminal, Financial Analysis, Microsoft Excel, Sales, Marketing, Facebook, PowerPoint, Social Media Marketing, Social Networking, Microsoft Office, Social Media, Management, Microsoft Word, Public Speaking, Leadership, Customer Service
Education
Southern Methodist University 2009 — 2013
Bachelor's, Finance
Oxford University, University College
Southern Methodist University, Edwin L. Cox School of Business
Bachelor of Business Administration, Finance; Comparative Politics and International Relations
Thomas Abbate Thomas Abbate's Waddell & Reed Financial Advisors Experience July 2012 - December 2012
Job Financial Leadership Program Associate at United Technologies
Industry Financial Services
Experience
United Technologies January 2014 - Present
United Technologies January 2013 - January 2014
Waddell & Reed Financial Advisors July 2012 - December 2012
Skills
Access, Analysis, Customer Service, Economics, Finance, Financial Analysis, Financial Reporting, Income Tax, Microsoft Office, PowerPoint, Tax, Research, Teamwork, Public Speaking, Microsoft Word, Microsoft Excel
Education
Central Connecticut State University
Finance, Accounting
United Technologies January 2014 - Present
United Technologies January 2013 - January 2014
Waddell & Reed Financial Advisors July 2012 - December 2012
Skills
Access, Analysis, Customer Service, Economics, Finance, Financial Analysis, Financial Reporting, Income Tax, Microsoft Office, PowerPoint, Tax, Research, Teamwork, Public Speaking, Microsoft Word, Microsoft Excel
Education
Central Connecticut State University
Finance, Accounting
Steven A. Chaparro Steven A. Chaparro's Waddell & Reed Financial Advisors Experience November 2010 - July 2011
Job Project Executive at Visioneering Studios
Industry Architecture & Planning
Experience
Visioneering Studios July 2014 - Present
UrbaSmyth 2011 - Present
Storm Properties, Inc., Storm Western Development May 2013 - July 2014
Merrill Edge January 2012 - May 2013
Waddell & Reed Financial Advisors November 2010 - July 2011
K. Hovnanian Homes October 2002 - May 2010
WLC Architects June 1997 - October 2002
Skills
Leadership, Strategy, Management, Public Speaking, Marketing, Training, Strategic Planning, Urban Design, Architecture, Business Development, Design Thinking, Creative Direction, Start-ups, Real Estate Development, Business Planning, Finance, Financial Services, Team Leadership, Entitlements, Contract Negotiation, Operations Management, Fundraising, Real Estate, Time Management, Sales, Coaching, Leadership Development, Social Media Marketing, Writing, Event Planning, Project Planning, Due Diligence, Nonprofits, Public Relations, Customer Service, Asset, Project Management, Financial Planners, Coordination, Negotiation, Event Management, Small Business, Marketing Strategy, Teaching, Financial Analysis, Contract Management, Social Networking, Budgets, Team Building
Education
University of Southern California 1992 — 1997
Bachelors of Architecture, Architecture
Visioneering Studios July 2014 - Present
UrbaSmyth 2011 - Present
Storm Properties, Inc., Storm Western Development May 2013 - July 2014
Merrill Edge January 2012 - May 2013
Waddell & Reed Financial Advisors November 2010 - July 2011
K. Hovnanian Homes October 2002 - May 2010
WLC Architects June 1997 - October 2002
Skills
Leadership, Strategy, Management, Public Speaking, Marketing, Training, Strategic Planning, Urban Design, Architecture, Business Development, Design Thinking, Creative Direction, Start-ups, Real Estate Development, Business Planning, Finance, Financial Services, Team Leadership, Entitlements, Contract Negotiation, Operations Management, Fundraising, Real Estate, Time Management, Sales, Coaching, Leadership Development, Social Media Marketing, Writing, Event Planning, Project Planning, Due Diligence, Nonprofits, Public Relations, Customer Service, Asset, Project Management, Financial Planners, Coordination, Negotiation, Event Management, Small Business, Marketing Strategy, Teaching, Financial Analysis, Contract Management, Social Networking, Budgets, Team Building
Education
University of Southern California 1992 — 1997
Bachelors of Architecture, Architecture
Oren F. Kugler III Oren F. Kugler III's Waddell & Reed Financial Advisors Experience October 2011 - December 2012
Job Financial Advisor at Peoples Securities
Industry Financial Services
Experience
Peoples Securities January 2013 - Present
Waddell & Reed Financial Advisors October 2011 - December 2012
Merrill Lynch January 2009 - October 2011
Bank of America December 2002 - January 2009
Smith Barney December 2000 - December 2002
Merrill Lynch June 1998 - December 2000
Skills
Financial Advisory, Estate Planning, Investment Strategies, Corporate Lending, 401k Rollovers, Life Insurance, Health Insurance, Variable Annuities, Fixed Annuities, Retirement Plan..., Public Speaking, Event Planning, Event Management, Team Building, Team Management, Client Development, Client Education, Marketing Strategy, Strategic Planning, Financial Markets
Education
Trinity College-Hartford 1994 — 1998
Bachelor of Arts, Economics
Wethersfield High Scool 1991 — 1994
Peoples Securities January 2013 - Present
Waddell & Reed Financial Advisors October 2011 - December 2012
Merrill Lynch January 2009 - October 2011
Bank of America December 2002 - January 2009
Smith Barney December 2000 - December 2002
Merrill Lynch June 1998 - December 2000
Skills
Financial Advisory, Estate Planning, Investment Strategies, Corporate Lending, 401k Rollovers, Life Insurance, Health Insurance, Variable Annuities, Fixed Annuities, Retirement Plan..., Public Speaking, Event Planning, Event Management, Team Building, Team Management, Client Development, Client Education, Marketing Strategy, Strategic Planning, Financial Markets
Education
Trinity College-Hartford 1994 — 1998
Bachelor of Arts, Economics
Wethersfield High Scool 1991 — 1994
Bruce Sanders's Waddell & Reed Financial Advisors Experience June 2015 - Present
Job Waddell & Reed Financial Advisors
Industry Investment Management
Experience
Waddell & Reed Financial Advisors, Inc. June 2015 - Present
Waddell & Reed Financial Advisors June 2015 - Present
Morgan Stanley April 2002 - December 2007
SunTrust Robinson Humphrey August 1998 - April 2001
Skills
Strategic Financial..., Alternative Investments, Advanced Tax Free...
Education
California State University-Fresno 1969 — 1974
BA Public Administration; MS Phys Ed/Sport Physiology, Public Administration and Journalism
Fresno State University Bulldogs
BA in Public Administration and MS in Sport Physiology, Communications and Management
Waddell & Reed Financial Advisors, Inc. June 2015 - Present
Waddell & Reed Financial Advisors June 2015 - Present
Morgan Stanley April 2002 - December 2007
SunTrust Robinson Humphrey August 1998 - April 2001
Skills
Strategic Financial..., Alternative Investments, Advanced Tax Free...
Education
California State University-Fresno 1969 — 1974
BA Public Administration; MS Phys Ed/Sport Physiology, Public Administration and Journalism
Fresno State University Bulldogs
BA in Public Administration and MS in Sport Physiology, Communications and Management
Andy Ensign Andy Ensign's Waddell & Reed Financial Advisors Experience February 2010 - December 2011
Job Experienced Financial Advisor
Industry Investment Management
Experience
MPPL Financial January 2012 - June 2014
Waddell & Reed Financial Advisors February 2010 - December 2011
Essentia Health April 1994 - August 2008
Skills
Investments, Mutual Funds, Asset Allocation, Business, Life Insurance, Asset Managment, Portfolio Management, Retirement Planning, Risk Management, Series 6, Series 63, Management, Leadership, Securities, Asset Management, Finance, Strategic Planning
Education
The College of St. Scholastica 1997 — 2000
Bachelor of Arts, Biology
MPPL Financial January 2012 - June 2014
Waddell & Reed Financial Advisors February 2010 - December 2011
Essentia Health April 1994 - August 2008
Skills
Investments, Mutual Funds, Asset Allocation, Business, Life Insurance, Asset Managment, Portfolio Management, Retirement Planning, Risk Management, Series 6, Series 63, Management, Leadership, Securities, Asset Management, Finance, Strategic Planning
Education
The College of St. Scholastica 1997 — 2000
Bachelor of Arts, Biology
David Woodburn's Waddell & Reed Financial Advisors Experience February 2011 - June 2011
Job Writer, Editor, Seeking New PR/Writing Opportunities
Industry Public Relations and Communications
Experience
self-employed June 2005 - Present
Valencia Reserve Community Association August 2014 - Present
Convention of States Project December 2013 - Present
Valencia Reserve Community Association September 2009 - August 2013
Waddell & Reed Financial Advisors February 2011 - June 2011
Valencia Reserve Community Association September 2008 - August 2009
Tucson Metropolitan Chamber of Commerce 2008 - 2009
Inside Tucson Business 2004 - 2005
Northern Arizona University February 1997 - June 2004
Northern Arizona University 1999 - 2000
Skills
Writing, Editing, Public Relations, Media Relations, Proofreading, Publicity, Publications, Sports, Healing, Newsletters, Public Speaking, Blogging, Journalism, Copywriting, Strategic Communications, Press Releases, Corporate Communications, Crisis Communications, Social Media, Publishing, Storytelling, Advertising, Copy Editing, Newspapers, Feature Articles, Web Content, Nonprofits
Education
Northern Arizona University 1996 — 1999
M.A., English
Northern Arizona University 1989 — 1993
B.S., Journalism
self-employed June 2005 - Present
Valencia Reserve Community Association August 2014 - Present
Convention of States Project December 2013 - Present
Valencia Reserve Community Association September 2009 - August 2013
Waddell & Reed Financial Advisors February 2011 - June 2011
Valencia Reserve Community Association September 2008 - August 2009
Tucson Metropolitan Chamber of Commerce 2008 - 2009
Inside Tucson Business 2004 - 2005
Northern Arizona University February 1997 - June 2004
Northern Arizona University 1999 - 2000
Skills
Writing, Editing, Public Relations, Media Relations, Proofreading, Publicity, Publications, Sports, Healing, Newsletters, Public Speaking, Blogging, Journalism, Copywriting, Strategic Communications, Press Releases, Corporate Communications, Crisis Communications, Social Media, Publishing, Storytelling, Advertising, Copy Editing, Newspapers, Feature Articles, Web Content, Nonprofits
Education
Northern Arizona University 1996 — 1999
M.A., English
Northern Arizona University 1989 — 1993
B.S., Journalism
Kara Meyer's Waddell & Reed Financial Advisors Experience February 2014 - July 2014
Job Business Administration in Accounting Student
Industry Individual & Family Services
Experience
Waddell & Reed Financial Advisors February 2014 - July 2014
Ameriprise Financial Services, Inc. December 2005 - July 2013
Papa Murphy's October 2002 - October 2005
Kings River Golf & Country Club May 2001 - September 2003
Skills
Retirement, Retirement Planning, Investments, 401k, Series 7, Social Media, Social Networking, Community Outreach, Team Building, Leadership, Microsoft Office
Education
California State University, Fresno 2015 — 2017
Bachelor’s Degree, Accounting and Business/Management
Fresno City College 2013 — 2015
Associate of Science (AS) Business Administration, Business Administration, Management and Operations
Kingsburg High School 1999 — 2002
Waddell & Reed Financial Advisors February 2014 - July 2014
Ameriprise Financial Services, Inc. December 2005 - July 2013
Papa Murphy's October 2002 - October 2005
Kings River Golf & Country Club May 2001 - September 2003
Skills
Retirement, Retirement Planning, Investments, 401k, Series 7, Social Media, Social Networking, Community Outreach, Team Building, Leadership, Microsoft Office
Education
California State University, Fresno 2015 — 2017
Bachelor’s Degree, Accounting and Business/Management
Fresno City College 2013 — 2015
Associate of Science (AS) Business Administration, Business Administration, Management and Operations
Kingsburg High School 1999 — 2002
William Nork's Waddell & Reed Financial Advisors Experience June 2015 - Present
Job Student at Elon University
Industry Financial Services
Experience
Waddell & Reed Financial Advisors June 2015 - Present
Waddell & Reed June 2015 - Present
Benefit Design Group June 2014 - Present
Steve's Pallets and Labor June 2013 - August 2013
Whittley's Garage June 2013 - August 2013
Skills
Microsoft Word, Microsoft Office, Microsoft Excel, PowerPoint, Business Development, Business Strategy, Entrepreneurship, Social Networking, Vehicles, Event Planning, Facebook, Financial Services, New Business Development, Leadership, Small Business, Sales, Management
Education
Elon University 2012 — 2016
Marketing/Marketing Management, General
Elon University
Waddell & Reed Financial Advisors June 2015 - Present
Waddell & Reed June 2015 - Present
Benefit Design Group June 2014 - Present
Steve's Pallets and Labor June 2013 - August 2013
Whittley's Garage June 2013 - August 2013
Skills
Microsoft Word, Microsoft Office, Microsoft Excel, PowerPoint, Business Development, Business Strategy, Entrepreneurship, Social Networking, Vehicles, Event Planning, Facebook, Financial Services, New Business Development, Leadership, Small Business, Sales, Management
Education
Elon University 2012 — 2016
Marketing/Marketing Management, General
Elon University
Shannon Essick Boone Shannon Essick Boone's Waddell & Reed Financial Advisors Experience January 2005 - Present
Job Division Administrative Assistant at Waddell & Reed Financial Advisors
Industry Financial Services
Experience
Waddell & Reed Financial Advisors January 2005 - Present
Skills
Administrative..., Microsoft Office, Budgets, Spreadsheets, Customer Service, Leadership, Lotus Notes, QuickBooks, Data Entry, Office Management, Marketing, Team Building, Insurance, PowerPoint, Outlook, Microsoft Word, Strategic Planning, Access, Administrative...
Education
Midlands Technical College 1994 — 1996
Associates Degree, Office Systems Technology, 4.0
Airport High School 1982 — 1986
High School Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program, 2.8
Waddell & Reed Financial Advisors January 2005 - Present
Skills
Administrative..., Microsoft Office, Budgets, Spreadsheets, Customer Service, Leadership, Lotus Notes, QuickBooks, Data Entry, Office Management, Marketing, Team Building, Insurance, PowerPoint, Outlook, Microsoft Word, Strategic Planning, Access, Administrative...
Education
Midlands Technical College 1994 — 1996
Associates Degree, Office Systems Technology, 4.0
Airport High School 1982 — 1986
High School Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program, 2.8
Lauren Triplett's Waddell & Reed Financial Advisors Experience August 2009 - November 2009
Job Business Operations Specialist
Industry Logistics and Supply Chain
Experience
McMaster-Carr December 2014 - Present
UNIQLO March 2014 - December 2014
Kohl's Department Stores June 2010 - March 2014
Bath & Body Works June 2006 - June 2010
Waddell & Reed Financial Advisors August 2009 - November 2009
Skills
Retail, Customer Service, Merchandising, Visual Merchandising, Fashion, Sales Management, Marketing, Microsoft Excel, Microsoft Word, Public Speaking, Event Planning, Recruiting, Leadership, Management, Sales, Training
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2015 — 2018
Master of Business Administration (MBA), Marketing
Florida State University 2006 — 2010
Bachelors of Science, Applied Economics, Marketing (Professional Sales)
McMaster-Carr December 2014 - Present
UNIQLO March 2014 - December 2014
Kohl's Department Stores June 2010 - March 2014
Bath & Body Works June 2006 - June 2010
Waddell & Reed Financial Advisors August 2009 - November 2009
Skills
Retail, Customer Service, Merchandising, Visual Merchandising, Fashion, Sales Management, Marketing, Microsoft Excel, Microsoft Word, Public Speaking, Event Planning, Recruiting, Leadership, Management, Sales, Training
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2015 — 2018
Master of Business Administration (MBA), Marketing
Florida State University 2006 — 2010
Bachelors of Science, Applied Economics, Marketing (Professional Sales)
Brandon Huiner Brandon Huiner's Waddell & Reed Financial Advisors Experience 2006 - 2009
Job Associate Director, Office of College Aid at The University of Chicago
Industry Higher Education
Experience
The University of Chicago 2014 - Present
The University of Chicago 2013 - 2014
The University of Chicago 2012 - 2014
Wheaton College 2009 - 2012
Huntington Learning Center January 2008 - May 2010
Waddell & Reed Financial Advisors 2006 - 2009
Skills
Student Financial Aid, Finance, Higher Education, Research, Student Affairs, Public Speaking, Nonprofits, Financial Aid..., Microsoft Excel, PowerFaids Financial..., Banner Student..., Admissions, Staff Development, Community Outreach, Teaching, PowerPoint, Data Analysis, Microsoft Office, Event Planning, Customer Service
Education
Northern Illinois University 2010 — 2012
MBA
Colgate University 2002 — 2006
Bachelor of Arts, Economics
The University of Chicago 2014 - Present
The University of Chicago 2013 - 2014
The University of Chicago 2012 - 2014
Wheaton College 2009 - 2012
Huntington Learning Center January 2008 - May 2010
Waddell & Reed Financial Advisors 2006 - 2009
Skills
Student Financial Aid, Finance, Higher Education, Research, Student Affairs, Public Speaking, Nonprofits, Financial Aid..., Microsoft Excel, PowerFaids Financial..., Banner Student..., Admissions, Staff Development, Community Outreach, Teaching, PowerPoint, Data Analysis, Microsoft Office, Event Planning, Customer Service
Education
Northern Illinois University 2010 — 2012
MBA
Colgate University 2002 — 2006
Bachelor of Arts, Economics
Chris Blakemore Chris Blakemore's Waddell & Reed Financial Advisors Experience September 2011 - December 2011
Job Underwriting at The Winter Group
Industry Insurance
Experience
The Winter Group April 2015 - Present
Acadia Insurance Services August 2014 - March 2015
AIG December 2012 - July 2014
Mt. Hermon June 2012 - August 2012
Waddell & Reed Financial Advisors September 2011 - December 2011
Sea World June 2011 - August 2011
Point Loma Nazarene University May 2010 - August 2010
Sea World San Diego March 2009 - September 2009
Sea World San Diego March 2008 - August 2008
Sea World San Diego June 2006 - August 2006
Skills
Customer Service, Outdoor Recreation, Microsoft Excel, PowerPoint, Public Speaking, Event Planning, Leadership, Microsoft Office, Microsoft Word, Event Management, Marketing, Research
Education
Point Loma Nazarene University 2009 — 2012
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
The Winter Group April 2015 - Present
Acadia Insurance Services August 2014 - March 2015
AIG December 2012 - July 2014
Mt. Hermon June 2012 - August 2012
Waddell & Reed Financial Advisors September 2011 - December 2011
Sea World June 2011 - August 2011
Point Loma Nazarene University May 2010 - August 2010
Sea World San Diego March 2009 - September 2009
Sea World San Diego March 2008 - August 2008
Sea World San Diego June 2006 - August 2006
Skills
Customer Service, Outdoor Recreation, Microsoft Excel, PowerPoint, Public Speaking, Event Planning, Leadership, Microsoft Office, Microsoft Word, Event Management, Marketing, Research
Education
Point Loma Nazarene University 2009 — 2012
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Brad Singer, CFA Brad Singer, CFA's Waddell & Reed Financial Advisors Experience August 2009 - April 2010
Job Senior Investment Advisor at Financial Engines
Industry Financial Services
Experience
Financial Engines July 2012 - Present
Merrill Lynch April 2010 - October 2011
Waddell & Reed Financial Advisors August 2009 - April 2010
DPR Realty June 2001 - July 2009
Netcom Online Communications 1995 - 2000
PIMCO Advisors LLC/Pacific Mutual August 1988 - June 1995
Skills
Financial Statement..., Chartered Financial..., Budget Process, DCF Valuation, Real Estate, High Tech, Financial Services, Equities, Due Diligence, Investments, Marketing Strategy
Education
California State University-Fullerton, Mihaylo College of Business and Economics 1982 — 1985
BA, Finance
Financial Engines July 2012 - Present
Merrill Lynch April 2010 - October 2011
Waddell & Reed Financial Advisors August 2009 - April 2010
DPR Realty June 2001 - July 2009
Netcom Online Communications 1995 - 2000
PIMCO Advisors LLC/Pacific Mutual August 1988 - June 1995
Skills
Financial Statement..., Chartered Financial..., Budget Process, DCF Valuation, Real Estate, High Tech, Financial Services, Equities, Due Diligence, Investments, Marketing Strategy
Education
California State University-Fullerton, Mihaylo College of Business and Economics 1982 — 1985
BA, Finance
Paul F. Marr's Waddell & Reed Financial Advisors Experience April 2014 - April 2015
Job BiznesMedia
Industry Public Relations and Communications
Experience
Columbian Mutual September 2013 - Present
BiznesMedia January 2013 - Present
Albany-Tula Alliance 2005 - Present
Freelance September 2012 - Present
Waddell & Reed Financial Advisors April 2014 - April 2015
The Business Review August 2001 - December 2012
Time Warner Cable 2008 - 2009
Register-Star/Johnson Newspapers 1998 - 2001
WTEN-TV September 1996 - December 1997
WAMC Northeast Public Radio February 1996 - July 1997
Skills
CMS, Social Media, Writing Skills, Copy Editing, Web Editing, Russian, Radio Host, Headline Writing, Microsoft Excel, Microsoft Word, Adobe InDesign, Adobe InCopy, Journalism, Business Journalism, Broadcast Journalism, Radio Broadcasting, Editing, Writing, InDesign, InCopy, Advertising, Social Media Marketing, Web Content Management, Facebook, Newsletters, Social Networking, Fundraising, Broadcast, Television, Press Releases, Strategic Communications, Publications, News Writing, Corporate Communications, Radio, Proofreading, Media Relations, Editorial, Public Relations, Breaking News, Research, Nonprofits, Blogging, AP Style, Content Management, Publicity, Newspapers, Speech Writing, Storytelling, Creative Writing
Education
Norwich University 1984 — 1993
M.A., Russian Language and Literature
Syracuse University 1982 — 1986
Bachelor's degree, Journalism/Russian Studies
Rockland Community College 1980 — 1982
Associate of Arts and Sciences (A.A.S.), Liberal Arts and Sciences, General Studies and Humanities
Columbian Mutual September 2013 - Present
BiznesMedia January 2013 - Present
Albany-Tula Alliance 2005 - Present
Freelance September 2012 - Present
Waddell & Reed Financial Advisors April 2014 - April 2015
The Business Review August 2001 - December 2012
Time Warner Cable 2008 - 2009
Register-Star/Johnson Newspapers 1998 - 2001
WTEN-TV September 1996 - December 1997
WAMC Northeast Public Radio February 1996 - July 1997
Skills
CMS, Social Media, Writing Skills, Copy Editing, Web Editing, Russian, Radio Host, Headline Writing, Microsoft Excel, Microsoft Word, Adobe InDesign, Adobe InCopy, Journalism, Business Journalism, Broadcast Journalism, Radio Broadcasting, Editing, Writing, InDesign, InCopy, Advertising, Social Media Marketing, Web Content Management, Facebook, Newsletters, Social Networking, Fundraising, Broadcast, Television, Press Releases, Strategic Communications, Publications, News Writing, Corporate Communications, Radio, Proofreading, Media Relations, Editorial, Public Relations, Breaking News, Research, Nonprofits, Blogging, AP Style, Content Management, Publicity, Newspapers, Speech Writing, Storytelling, Creative Writing
Education
Norwich University 1984 — 1993
M.A., Russian Language and Literature
Syracuse University 1982 — 1986
Bachelor's degree, Journalism/Russian Studies
Rockland Community College 1980 — 1982
Associate of Arts and Sciences (A.A.S.), Liberal Arts and Sciences, General Studies and Humanities
Mae Manocchio's Waddell & Reed Financial Advisors Experience September 2004 - Present
Job Income Tax Preparer CTEC #A155731 & Waddell & Reed Senior Financial Advisor Assistant
Industry Financial Services
Experience
Waddell & Reed Financial Advisors September 2004 - Present
Education
California State University-Northridge 2000 — 2002
BS, Marketing
Waddell & Reed Financial Advisors September 2004 - Present
Education
California State University-Northridge 2000 — 2002
BS, Marketing
Adam Wudel's Waddell & Reed Financial Advisors Experience December 2007 - May 2008
Job Vice President Finance at Summit Hotel Properties, Inc.
Industry Hospitality
Experience
Summit Hotel Properties, Inc. March 2014 - Present
Summit Hotel Properties, Inc. November 2010 - March 2014
Summit Hotel Properties, Inc. November 2008 - November 2010
Sutton Bay Golf Club May 2005 - October 2008
Waddell & Reed Financial Advisors December 2007 - May 2008
Skills
Management, Financial Modeling, Real Estate, Forecasting, Financial Analysis, Budgets, Due Diligence, Valuation, Financial Reporting
Education
North Dakota State University 2004 — 2008
BS, Business Administration - Finance
Summit Hotel Properties, Inc. March 2014 - Present
Summit Hotel Properties, Inc. November 2010 - March 2014
Summit Hotel Properties, Inc. November 2008 - November 2010
Sutton Bay Golf Club May 2005 - October 2008
Waddell & Reed Financial Advisors December 2007 - May 2008
Skills
Management, Financial Modeling, Real Estate, Forecasting, Financial Analysis, Budgets, Due Diligence, Valuation, Financial Reporting
Education
North Dakota State University 2004 — 2008
BS, Business Administration - Finance
Kimin Fox, CPA's Waddell & Reed Financial Advisors Experience June 2007 - August 2007
Job Audit Supervisor at Berdon LLP
Industry Accounting
Experience
Berdon LLP 2009 - Present
Deloitte & Touche 2008 - 2009
Waddell & Reed Financial Advisors June 2007 - August 2007
Skills
Auditing, CPA, External Audit, Corporate Tax, Internal Audit, Sarbanes-Oxley Act, Financial Statements, Financial Analysis
Education
Bucknell University 2004 — 2008
BSBA, Accounting
Berdon LLP 2009 - Present
Deloitte & Touche 2008 - 2009
Waddell & Reed Financial Advisors June 2007 - August 2007
Skills
Auditing, CPA, External Audit, Corporate Tax, Internal Audit, Sarbanes-Oxley Act, Financial Statements, Financial Analysis
Education
Bucknell University 2004 — 2008
BSBA, Accounting
Tina Valerio Moran's Waddell & Reed Financial Advisors Experience February 2015 - Present
Job Administrative Assistant at Waddell & Reed Financial Advisors
Industry Investment Management
Experience
Waddell & Reed Financial Advisors February 2015 - Present
Ginsburg Financial Advisors, Inc. July 2012 - October 2014
Heathco International, Inc. January 2004 - July 2012
Acalanes High School, Lafayette, California August 2008 - January 2009
Firehawks Basketball January 2002 - January 2005
Dr. Lawrence A. Teplin January 2002 - January 2004
Ygnacio Wood Swim Team January 2000 - January 2002
Creative Memories January 1993 - January 2002
Chalone Incorporated January 1987 - January 1991
Chalone Incorporated January 1986 - January 1987
Skills
Customer Service/Support, CEO Administrative..., Microsoft Office..., Excellent Written, Oral and Analytical..., Minimal Supervision, Research and Compile..., Organize Special..., Team Player, Client..., Inventory Management, Telephone Skills, Event Planning, Office Management, Billing, Conferences, Time Management, Newsletters, Invoicing, Vendor Relations, Teamwork, Research, Event Management, Public Relations, PowerPoint, Management, Advertising, Human Resources, Customer Service, Microsoft Office, Sales, Project Management, CRM, Microsoft Excel, Budgets, Outlook, Coaching, Administrative..., Administrative..., Marketing
Education
Sonoma State University
B.A, Management, School of Business
Sonoma State University
B.A, English; Communications
Terra Linda High School
Waddell & Reed Financial Advisors February 2015 - Present
Ginsburg Financial Advisors, Inc. July 2012 - October 2014
Heathco International, Inc. January 2004 - July 2012
Acalanes High School, Lafayette, California August 2008 - January 2009
Firehawks Basketball January 2002 - January 2005
Dr. Lawrence A. Teplin January 2002 - January 2004
Ygnacio Wood Swim Team January 2000 - January 2002
Creative Memories January 1993 - January 2002
Chalone Incorporated January 1987 - January 1991
Chalone Incorporated January 1986 - January 1987
Skills
Customer Service/Support, CEO Administrative..., Microsoft Office..., Excellent Written, Oral and Analytical..., Minimal Supervision, Research and Compile..., Organize Special..., Team Player, Client..., Inventory Management, Telephone Skills, Event Planning, Office Management, Billing, Conferences, Time Management, Newsletters, Invoicing, Vendor Relations, Teamwork, Research, Event Management, Public Relations, PowerPoint, Management, Advertising, Human Resources, Customer Service, Microsoft Office, Sales, Project Management, CRM, Microsoft Excel, Budgets, Outlook, Coaching, Administrative..., Administrative..., Marketing
Education
Sonoma State University
B.A, Management, School of Business
Sonoma State University
B.A, English; Communications
Terra Linda High School
Jon Gearhart's Waddell & Reed Financial Advisors Experience November 2006 - September 2008
Job President at Home Health Care of Colorado, Inc.
Industry Financial Services
Experience
Home Health Care of Colorado, Inc. September 2010 - Present
Transamerica Capital October 2008 - March 2011
Waddell & Reed Financial Advisors November 2006 - September 2008
Ameriprise Financial Services October 2004 - October 2006
Asphalt Professionals, Inc March 1995 - September 2004
Century Paving, Inc November 1986 - February 1995
Education
Fort Lewis College 1978 — 1982
Bachelors, Business Administration
Fort Lewis College
Bachelor of Arts, Business Administration
Home Health Care of Colorado, Inc. September 2010 - Present
Transamerica Capital October 2008 - March 2011
Waddell & Reed Financial Advisors November 2006 - September 2008
Ameriprise Financial Services October 2004 - October 2006
Asphalt Professionals, Inc March 1995 - September 2004
Century Paving, Inc November 1986 - February 1995
Education
Fort Lewis College 1978 — 1982
Bachelors, Business Administration
Fort Lewis College
Bachelor of Arts, Business Administration
Uwa Emumwen's Waddell & Reed Financial Advisors Experience January 2008 - May 2008
Job Application Specialist II at Yale New Haven Health System
Industry Nonprofit Organization Management
Experience
Yale New Haven Health System July 2012 - Present
Westchester Residential Opportunities April 2009 - June 2012
Pace University 2009 - 2009
Waddell & Reed Financial Advisors January 2008 - May 2008
Downtown Schenectady Improvement Corporation August 2007 - January 2008
New York Renal Associates Dialysis Center August 2004 - November 2004
Skills
Medical Terminology, PowerPoint, Excel, Scheduling, Coordination, Microsoft Office, Research, Public Speaking, Event Planning, Community Outreach, Non-profits, Data Entry, Counseling, Problem Solving, Supervisory Skills, Healthcare, Data Analysis, Word, Epic Prelude, Go Live Support, Epic Systems, Epic Cadence, Nonprofits, Public Health, Analysis, Healthcare Information..., HIPAA, EMR, Hospitals
Education
New York Medical College 2010 — 2012
Masters, Public Health; Health Policy and Management
State University of New York at Albany 2005 — 2008
Bachelor of Arts, Economics
Yale New Haven Health System July 2012 - Present
Westchester Residential Opportunities April 2009 - June 2012
Pace University 2009 - 2009
Waddell & Reed Financial Advisors January 2008 - May 2008
Downtown Schenectady Improvement Corporation August 2007 - January 2008
New York Renal Associates Dialysis Center August 2004 - November 2004
Skills
Medical Terminology, PowerPoint, Excel, Scheduling, Coordination, Microsoft Office, Research, Public Speaking, Event Planning, Community Outreach, Non-profits, Data Entry, Counseling, Problem Solving, Supervisory Skills, Healthcare, Data Analysis, Word, Epic Prelude, Go Live Support, Epic Systems, Epic Cadence, Nonprofits, Public Health, Analysis, Healthcare Information..., HIPAA, EMR, Hospitals
Education
New York Medical College 2010 — 2012
Masters, Public Health; Health Policy and Management
State University of New York at Albany 2005 — 2008
Bachelor of Arts, Economics
Joanie Meszaras's Waddell & Reed Financial Advisors Experience September 2008 - September 2010
Job Administrative Assistant
Industry Banking
Experience
Fifth Third Bank December 2011 - Present
Heritage Propane September 2009 - December 2011
Waddell & Reed Financial Advisors September 2008 - September 2010
Ladd Research Group September 2006 - September 2008
Provident Bank / National City April 1991 - March 2005
Provident Bank January 1991 - January 2005
Education
Seton High School
University of Cincinnati
Business
Fifth Third Bank December 2011 - Present
Heritage Propane September 2009 - December 2011
Waddell & Reed Financial Advisors September 2008 - September 2010
Ladd Research Group September 2006 - September 2008
Provident Bank / National City April 1991 - March 2005
Provident Bank January 1991 - January 2005
Education
Seton High School
University of Cincinnati
Business
Chad Powers's Waddell & Reed Financial Advisors Experience May 2013 - August 2013
Job Finance Leadership Development Trainee at PPG Industries
Industry Chemicals
Experience
PPG Industries June 2014 - Present
Associated Students of Michigan State University August 2011 - May 2014
Waddell & Reed Financial Advisors May 2013 - August 2013
Continuum Services May 2012 - August 2012
Skills
Microsoft Office, Teamwork, Team Building, Analytic Problem Solving, Microsoft Word, Leadership, Series 7, Finance, PowerPoint, Public Speaking, Data Analysis, Communication, Team Leadership, Coaching, Microsoft Excel, Corporate Finance, Presentations, SPSS, Research, Time Management, Technical Writing, Spanish
Education
Michigan State University 2011 — 2014
Bachelor of Arts (BA), Finance, 3.80
Northwood University 2010 — 2011
Economics and International Business
PPG Industries June 2014 - Present
Associated Students of Michigan State University August 2011 - May 2014
Waddell & Reed Financial Advisors May 2013 - August 2013
Continuum Services May 2012 - August 2012
Skills
Microsoft Office, Teamwork, Team Building, Analytic Problem Solving, Microsoft Word, Leadership, Series 7, Finance, PowerPoint, Public Speaking, Data Analysis, Communication, Team Leadership, Coaching, Microsoft Excel, Corporate Finance, Presentations, SPSS, Research, Time Management, Technical Writing, Spanish
Education
Michigan State University 2011 — 2014
Bachelor of Arts (BA), Finance, 3.80
Northwood University 2010 — 2011
Economics and International Business