Waddell & Reed Financial Services
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, KS CEO: Philip J. Sanders (Aug 1, 2016–) CFO: Mr. Benjamin R. Clouse Subsidiaries: IVY INVESTMENT MANAGEMENT CO,
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Waddell & Reed Financial Services Employees
Employee
Years
Job
Industry
Brad Seaman Brad Seaman's Waddell & Reed Financial Services Experience March 2007 - May 2008
Job Client Relationship Manager at ClearCompany: Talent Alignment Platform
Industry Information Technology and Services
Experience
ClearCompany: Talent Alignment Platform March 2014 - Present
Wandering Seaman Photography November 2010 - Present
Hewlett-Packard October 2011 - January 2013
Insource Services, Inc. August 2010 - October 2011
Hewlett-Packard June 2008 - August 2010
Waddell & Reed Financial Services March 2007 - May 2008
Colorado State University August 2003 - December 2007
Eastman Kodak 2004 - 2006
Hewlett-Packard May 2002 - November 2002
Skills
IT Service Management, Process Improvement, Strategy, Project Management, Leadership, Active Directory, Troubleshooting, Social Media Marketing, Customer Service, Business Strategy, Continuous Improvement, Service Delivery, Customer Relations, Escalation Management, Strategic Planning, SaaS, Organizational..., Organizational Design, Photography, Wedding Photography, Brand Management, Documentation, Team Leadership, Operating Systems, Applicant Tracking..., Talent Management, Onboarding, Salesforce.com, Software Consulting, Software Project..., Software Documentation, Incident Handling, Vendor Management, Software Implementation, Software Implementation..., Software Solution Sales, Management, CRM, Consulting, Human Capital Management, Performance Management, Process Consulting
Education
Colorado State University 2003 — 2007
Bachelor of Science, Business Administration; Finance and International Business
ClearCompany: Talent Alignment Platform March 2014 - Present
Wandering Seaman Photography November 2010 - Present
Hewlett-Packard October 2011 - January 2013
Insource Services, Inc. August 2010 - October 2011
Hewlett-Packard June 2008 - August 2010
Waddell & Reed Financial Services March 2007 - May 2008
Colorado State University August 2003 - December 2007
Eastman Kodak 2004 - 2006
Hewlett-Packard May 2002 - November 2002
Skills
IT Service Management, Process Improvement, Strategy, Project Management, Leadership, Active Directory, Troubleshooting, Social Media Marketing, Customer Service, Business Strategy, Continuous Improvement, Service Delivery, Customer Relations, Escalation Management, Strategic Planning, SaaS, Organizational..., Organizational Design, Photography, Wedding Photography, Brand Management, Documentation, Team Leadership, Operating Systems, Applicant Tracking..., Talent Management, Onboarding, Salesforce.com, Software Consulting, Software Project..., Software Documentation, Incident Handling, Vendor Management, Software Implementation, Software Implementation..., Software Solution Sales, Management, CRM, Consulting, Human Capital Management, Performance Management, Process Consulting
Education
Colorado State University 2003 — 2007
Bachelor of Science, Business Administration; Finance and International Business
Geeta Woodward Geeta Woodward's Waddell & Reed Financial Services Experience June 2011 - December 2012
Job Care Provider at Resource Connections of Oregon
Industry Financial Services
Experience
Resource Connections of Oregon September 2012 - Present
Waddell & Reed Financial Services June 2011 - December 2012
Oregon Department of Revenue March 2012 - May 2012
Bookbyte.com April 2010 - March 2011
Boly:Welch December 2009 - February 2010
T-Mobile June 2007 - October 2009
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Event Planning, Social Media, Editing, Administrative..., Teamwork, Customer Service, Data Entry, Leadership, Time Management, Training, Process Scheduler, Office Management, Sales, Invoicing, Analysis, Call Centers, Filing, Team Leadership, Outlook, Facebook, QuickBooks, Payroll, Public Speaking, Management, Inventory Management, Data Analysis, Customer Satisfaction, Marketing, Budgets, Troubleshooting, Fax, Administration, Copying, Fundraising, Human Resources, Program Management, Social Networking, Software Documentation, Telephone Skills, Research, Multi-line Phone, Accounts Payable, System Administration, Interviews, File Management, Staff Supervision
Education
Chemeketa Community College 2012 — 2014
AAOT - Transfer, General Studies
University of Oregon 2005 — 2006
Resource Connections of Oregon September 2012 - Present
Waddell & Reed Financial Services June 2011 - December 2012
Oregon Department of Revenue March 2012 - May 2012
Bookbyte.com April 2010 - March 2011
Boly:Welch December 2009 - February 2010
T-Mobile June 2007 - October 2009
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Event Planning, Social Media, Editing, Administrative..., Teamwork, Customer Service, Data Entry, Leadership, Time Management, Training, Process Scheduler, Office Management, Sales, Invoicing, Analysis, Call Centers, Filing, Team Leadership, Outlook, Facebook, QuickBooks, Payroll, Public Speaking, Management, Inventory Management, Data Analysis, Customer Satisfaction, Marketing, Budgets, Troubleshooting, Fax, Administration, Copying, Fundraising, Human Resources, Program Management, Social Networking, Software Documentation, Telephone Skills, Research, Multi-line Phone, Accounts Payable, System Administration, Interviews, File Management, Staff Supervision
Education
Chemeketa Community College 2012 — 2014
AAOT - Transfer, General Studies
University of Oregon 2005 — 2006
Diane Martinez's Waddell & Reed Financial Services Experience November 2010 - April 2012
Job Student of Biological Sciences
Industry Hospital & Health Care
Experience
Mission College June 2012 - Present
Waddell & Reed Financial Services November 2010 - April 2012
Silicon Valley Eyecare Optometry and Contact Lenses July 2008 - November 2010
Bank of America July 2007 - July 2008
Stanford Hospital & Clinics December 2006 - July 2007
Google January 2006 - December 2006
Skills
Adult & Pediatric First..., Windows, Microsoft Office, Microsoft Word, PowerPoint, Microsoft Excel, Outlook, Customer Service, Sales, Event Planning, Event Management, Recruiting, Social Media, Strategic Planning
Education
Mission College 2012 — 2015
CNS, HHA, LVN, RN, Biological Sciences
DeVry University-California 2005 — 2006
Biomedical Engineering
Mission College June 2012 - Present
Waddell & Reed Financial Services November 2010 - April 2012
Silicon Valley Eyecare Optometry and Contact Lenses July 2008 - November 2010
Bank of America July 2007 - July 2008
Stanford Hospital & Clinics December 2006 - July 2007
Google January 2006 - December 2006
Skills
Adult & Pediatric First..., Windows, Microsoft Office, Microsoft Word, PowerPoint, Microsoft Excel, Outlook, Customer Service, Sales, Event Planning, Event Management, Recruiting, Social Media, Strategic Planning
Education
Mission College 2012 — 2015
CNS, HHA, LVN, RN, Biological Sciences
DeVry University-California 2005 — 2006
Biomedical Engineering
Jayde Wieser Jayde Wieser's Waddell & Reed Financial Services Experience January 2006 - January 2009
Job Owner JB Cavour Salon Spa
Industry Marketing and Advertising
Experience
JB Cavour Salon Spa August 2011 - Present
UnitedHealth Group/Ingenix January 2010 - August 2011
Hodroff Epstein Memorial Chapels August 2008 - November 2009
Hair It Is April 1999 - September 2009
Waddell & Reed Financial Services January 2006 - January 2009
Education
Hamline University 2002 — 2005
BA, Legal Studies, Business, and Paralegal Certificate
Hamline UniversitySt
Bachelor of Arts, Legal Studies
JB Cavour Salon Spa August 2011 - Present
UnitedHealth Group/Ingenix January 2010 - August 2011
Hodroff Epstein Memorial Chapels August 2008 - November 2009
Hair It Is April 1999 - September 2009
Waddell & Reed Financial Services January 2006 - January 2009
Education
Hamline University 2002 — 2005
BA, Legal Studies, Business, and Paralegal Certificate
Hamline UniversitySt
Bachelor of Arts, Legal Studies
Andrea Vandever Andrea Vandever's Waddell & Reed Financial Services Experience July 2008 - January 2013
Job Financial Accounting Analyst at Ferrell Capital
Industry Financial Services
Experience
Ferrell Capital, Inc. January 2013 - Present
Samson Capital Management January 2013 - Present
Waddell & Reed Financial Services July 2008 - January 2013
Education
Baker University 2014 — 2016
Master of Business Administration (MBA), Accounting and Finance
University of Nebraska-Lincoln 2003 — 2007
Bachelor's degree, Accounting
Ferrell Capital, Inc. January 2013 - Present
Samson Capital Management January 2013 - Present
Waddell & Reed Financial Services July 2008 - January 2013
Education
Baker University 2014 — 2016
Master of Business Administration (MBA), Accounting and Finance
University of Nebraska-Lincoln 2003 — 2007
Bachelor's degree, Accounting
Jarrett Szczesny's Waddell & Reed Financial Services Experience May 2008 - August 2008
Job Associate Attorney at McDermott Will & Emery
Industry Law Practice
Experience
McDermott Will & Emery October 2014 - Present
University of Illinois College of Law February 2013 - December 2013
McDermott Will & Emery May 2013 - August 2013
University of Illinois College of Law August 2012 - June 2013
Cook County Courthouse Commercial Division May 2012 - August 2012
Forest Edge Development May 2010 - August 2010
Waddell & Reed Financial Services May 2008 - August 2008
Education
University of Illinois College of Law 2011 — 2014
Juris Doctor (J.D.)
Boston University - School of Management 2007 — 2010
B.S.B.A., Finance
McDermott Will & Emery October 2014 - Present
University of Illinois College of Law February 2013 - December 2013
McDermott Will & Emery May 2013 - August 2013
University of Illinois College of Law August 2012 - June 2013
Cook County Courthouse Commercial Division May 2012 - August 2012
Forest Edge Development May 2010 - August 2010
Waddell & Reed Financial Services May 2008 - August 2008
Education
University of Illinois College of Law 2011 — 2014
Juris Doctor (J.D.)
Boston University - School of Management 2007 — 2010
B.S.B.A., Finance
Bridget Craig's Waddell & Reed Financial Services Experience October 2009 - March 2011
Job Learning Solutions Applications Consultant at Waddell & Reed
Industry Financial Services
Experience
Waddell & Reed January 2015 - Present
Waddell & Reed September 2012 - December 2014
Waddell & Reed March 2011 - September 2012
Waddell & Reed Financial Services October 2009 - March 2011
Softek Solutions, Inc. March 2008 - July 2009
AXA Advisors 2006 - 2008
Skills
Public Speaking, Training, Leadership Development, Human Resources, Event Planning, Organizational..., Leadership
Education
Kansas State University 2008 — 2010
Masters, Industrial and Organizational, Psychology
Kansas State University 2002 — 2006
Bachelor of Science (BS), Psychology
Waddell & Reed January 2015 - Present
Waddell & Reed September 2012 - December 2014
Waddell & Reed March 2011 - September 2012
Waddell & Reed Financial Services October 2009 - March 2011
Softek Solutions, Inc. March 2008 - July 2009
AXA Advisors 2006 - 2008
Skills
Public Speaking, Training, Leadership Development, Human Resources, Event Planning, Organizational..., Leadership
Education
Kansas State University 2008 — 2010
Masters, Industrial and Organizational, Psychology
Kansas State University 2002 — 2006
Bachelor of Science (BS), Psychology
Corinne Mittag Corinne Mittag's Waddell & Reed Financial Services Experience April 2009 - April 2010
Job Owner, Quilt 'n Bee Happy
Industry Financial Services
Experience
COR Clearing April 2015 - Present
Quilt n Bee Happy August 2010 - Present
Fareway Grocery Stores September 2008 - Present
BancWest Investment Services May 2013 - February 2015
BancWest Investment Services May 2013 - December 2013
Orion Advisor Services December 2010 - March 2013
Waddell & Reed Financial Services April 2009 - April 2010
TD Ameritrade May 1996 - June 2008
Skills
CRPC, Process Improvement, Series 7, Securities, Investments, Risk Management, Mutual Funds, Microsoft Excel, Series 63, Training, Finance, Financial Services, Strategic Financial..., Operations Management, Management, Microsoft Office, Financial Analysis, Banking, PowerPoint, Microsoft Word, Insurance, Wealth Management, Team Building, Customer Service, Time Management, Account Reconciliation, Asset Management, Tax Reporting for..., Portfolio Management, Analysis, Business Analysis, Cost Basis proficiency, Quilting, IRC 1441 knowledge, Excel, Word
Education
Iowa State University 1983 — 1987
Bachelor of Business Administration (BBA), Banking and Financial Support Services
Iowa State University - College of Business 1983 — 1987
BBA, Finance
COR Clearing April 2015 - Present
Quilt n Bee Happy August 2010 - Present
Fareway Grocery Stores September 2008 - Present
BancWest Investment Services May 2013 - February 2015
BancWest Investment Services May 2013 - December 2013
Orion Advisor Services December 2010 - March 2013
Waddell & Reed Financial Services April 2009 - April 2010
TD Ameritrade May 1996 - June 2008
Skills
CRPC, Process Improvement, Series 7, Securities, Investments, Risk Management, Mutual Funds, Microsoft Excel, Series 63, Training, Finance, Financial Services, Strategic Financial..., Operations Management, Management, Microsoft Office, Financial Analysis, Banking, PowerPoint, Microsoft Word, Insurance, Wealth Management, Team Building, Customer Service, Time Management, Account Reconciliation, Asset Management, Tax Reporting for..., Portfolio Management, Analysis, Business Analysis, Cost Basis proficiency, Quilting, IRC 1441 knowledge, Excel, Word
Education
Iowa State University 1983 — 1987
Bachelor of Business Administration (BBA), Banking and Financial Support Services
Iowa State University - College of Business 1983 — 1987
BBA, Finance
Veronica Brown Veronica Brown's Waddell & Reed Financial Services Experience May 2007 - October 2007
Job Aerospace Supply Chain Operations Engineering Asc Manager
Industry Aviation & Aerospace
Experience
Lockheed Martin Aeronautics Company May 2015 - Present
Lockheed Martin Mission Systems and Training August 2013 - May 2015
Lockheed Martin Aeronautics Company January 2011 - August 2013
Lockheed Martin July 2009 - January 2011
Lockheed Martin Aeronautics Company November 2007 - July 2009
Waddell & Reed Financial Services May 2007 - October 2007
Macy’s West June 2006 - August 2006
Skills
Project Management, Supply Chain Management, Business Analysis, Benefit Cost Analysis, Team-oriented, Interpersonal Skill, Following Up, Analytical Skills, Highly detail oriented, Always Willing to Learn, Follow Through, Delivering Results, Building Relationships, Organization, Microsoft Office Suite..., SPSS, PIOS, SAP, P2P,..., FAR/ DFARs Certification, Cost and Price Analysis..., Control Account Manager..., LM21 Operating..., DOD Secret Clearance, Security Clearance, Analysis, Earned Value Management, Management, Process Improvement, Program Management, Leadership, Microsoft Office, Aerospace, DoD, Operations Management, Proposal Writing, Six Sigma, Strategy
Education
Drexel University 2011 — 2013
Master of Science (M.S.), Project Management, 4.0 Cumulative GPA; graduated Summa Cum Laude
Drexel University 2009 — 2010
Graduate Certificate, Operations Leadership and Organizational Management, 4.0 Cumulative GPA
Spelman College 2003 — 2007
Bachelor of Arts (B.A.), Economics/ Organization Management, 3.9 cumulative GPA; graduated Summa Cum Laude
Lockheed Martin Aeronautics Company May 2015 - Present
Lockheed Martin Mission Systems and Training August 2013 - May 2015
Lockheed Martin Aeronautics Company January 2011 - August 2013
Lockheed Martin July 2009 - January 2011
Lockheed Martin Aeronautics Company November 2007 - July 2009
Waddell & Reed Financial Services May 2007 - October 2007
Macy’s West June 2006 - August 2006
Skills
Project Management, Supply Chain Management, Business Analysis, Benefit Cost Analysis, Team-oriented, Interpersonal Skill, Following Up, Analytical Skills, Highly detail oriented, Always Willing to Learn, Follow Through, Delivering Results, Building Relationships, Organization, Microsoft Office Suite..., SPSS, PIOS, SAP, P2P,..., FAR/ DFARs Certification, Cost and Price Analysis..., Control Account Manager..., LM21 Operating..., DOD Secret Clearance, Security Clearance, Analysis, Earned Value Management, Management, Process Improvement, Program Management, Leadership, Microsoft Office, Aerospace, DoD, Operations Management, Proposal Writing, Six Sigma, Strategy
Education
Drexel University 2011 — 2013
Master of Science (M.S.), Project Management, 4.0 Cumulative GPA; graduated Summa Cum Laude
Drexel University 2009 — 2010
Graduate Certificate, Operations Leadership and Organizational Management, 4.0 Cumulative GPA
Spelman College 2003 — 2007
Bachelor of Arts (B.A.), Economics/ Organization Management, 3.9 cumulative GPA; graduated Summa Cum Laude
Michael Capricciuolo Michael Capricciuolo's Waddell & Reed Financial Services Experience January 2003 - July 2003
Job Medicare Specialsit/Money Coach/Health Insurance Specialist
Industry Insurance
Experience
MLC Financial Group July 2003 - Present
Health Reform Team, Inc. April 2014 - April 2015
Aflac February 2014 - January 2015
Combined Insurance United States 2015 - 2015
LTC Financial Partners July 2013 - March 2014
Connextions September 2013 - February 2014
Transamerica December 2011 - March 2013
Jean Massuie Academy January 2010 - July 2010
Waddell & Reed Financial Services January 2003 - July 2003
Skills
Mortgage Lending, Direct Marketing, Business, Time Management, Sales Management, Entrepreneur, Coaching, Property & Casualty..., Life insurance, Term Life Insurance, Health Insurance, Umbrella Insurance, Fixed Annuities, Long-term Care, Retirement Planning, Retirement, Disability Insurance, Financial Services, Insurance, Personal Finance, Genuine, Entrepreneurship, Direct Sales, Finance, Marketing, Employee Benefits, Financial Planners, Long Term Care Insurance, Selling, Medicare, Brokers, Sales, Life Insurance, Small Business, Underwriting, Financial Planning, Team Building, Customer Service, Leadership, Strategic Planning, New Business Development
Education
Dallas Baptist University 1999 — 2002
BBS, Business Administration
Texas State Technical College 1982 — 1984
Associate of Applied Science, Computer Technology
MLC Financial Group July 2003 - Present
Health Reform Team, Inc. April 2014 - April 2015
Aflac February 2014 - January 2015
Combined Insurance United States 2015 - 2015
LTC Financial Partners July 2013 - March 2014
Connextions September 2013 - February 2014
Transamerica December 2011 - March 2013
Jean Massuie Academy January 2010 - July 2010
Waddell & Reed Financial Services January 2003 - July 2003
Skills
Mortgage Lending, Direct Marketing, Business, Time Management, Sales Management, Entrepreneur, Coaching, Property & Casualty..., Life insurance, Term Life Insurance, Health Insurance, Umbrella Insurance, Fixed Annuities, Long-term Care, Retirement Planning, Retirement, Disability Insurance, Financial Services, Insurance, Personal Finance, Genuine, Entrepreneurship, Direct Sales, Finance, Marketing, Employee Benefits, Financial Planners, Long Term Care Insurance, Selling, Medicare, Brokers, Sales, Life Insurance, Small Business, Underwriting, Financial Planning, Team Building, Customer Service, Leadership, Strategic Planning, New Business Development
Education
Dallas Baptist University 1999 — 2002
BBS, Business Administration
Texas State Technical College 1982 — 1984
Associate of Applied Science, Computer Technology
Tyler Rowbotham's Waddell & Reed Financial Services Experience November 2004 - August 2006
Job Materials Manager at Emerald Corporation
Industry International Trade and Development
Experience
Emerald Corporation April 2013 - Present
TOYOTA TSUSHO AMERICA, INC September 2008 - April 2013
Fifth Third Bank August 2006 - September 2008
Waddell & Reed Financial Services November 2004 - August 2006
Checker Motors Corporation December 2002 - September 2004
Skills
Customer Service, Negotiation, Management, Budgets, Investments, Training, Sales, Banking, Logistics, Finance, Customer Satisfaction, Supply Chain, Toyota Production System, Six Sigma, Purchasing, Portfolio Management, Auditing, Coaching, Recruiting, Mutual Funds, Business Development, New Business Development, Manufacturing, Continuous Improvement
Education
Central Michigan University 2010 — 2012
Master of Business Administration (MBA), Logistics, Materials, and Supply Chain Management
Western Michigan University 1998 — 2002
Bachelor's Degree, Business Administration
Emerald Corporation April 2013 - Present
TOYOTA TSUSHO AMERICA, INC September 2008 - April 2013
Fifth Third Bank August 2006 - September 2008
Waddell & Reed Financial Services November 2004 - August 2006
Checker Motors Corporation December 2002 - September 2004
Skills
Customer Service, Negotiation, Management, Budgets, Investments, Training, Sales, Banking, Logistics, Finance, Customer Satisfaction, Supply Chain, Toyota Production System, Six Sigma, Purchasing, Portfolio Management, Auditing, Coaching, Recruiting, Mutual Funds, Business Development, New Business Development, Manufacturing, Continuous Improvement
Education
Central Michigan University 2010 — 2012
Master of Business Administration (MBA), Logistics, Materials, and Supply Chain Management
Western Michigan University 1998 — 2002
Bachelor's Degree, Business Administration
Brandon Wadley's Waddell & Reed Financial Services Experience 1999 - 2003
Job Lead Recruiter at Tesla Motors
Industry Human Resources
Experience
Tesla Motors March 2014 - Present
Tesla Motors February 2012 - March 2014
Amazon October 2011 - February 2012
Facebook October 2010 - October 2011
Netflix October 2009 - October 2010
Netflix July 2008 - October 2009
Uloop November 2007 - June 2008
Cal Poly Housing and Residential Life August 2005 - June 2007
Waddell & Reed Financial Services 1999 - 2003
Skills
Applicant Tracking..., Hiring, Technical Recruiting, Talent Acquisition, Full-cycle Recruiting, Sourcing, Research, Nunchuck, Interviews, SDLC, Internet Recruiting, Recruiting, College Recruiting, Temporary Placement, Onboarding, Screening, Management, Screening Resumes, Human Resources, Social Networking, Benefits Negotiation, Employer Branding, Leadership, Networking, Taleo, Cold Calling, HRIS, Search, Staffing Services, Contract Recruitment, Executive Search, Employee Relations, Temporary Staffing, Talent Management, New Hire Orientations
Education
California Polytechnic State University-San Luis Obispo 2003 — 2007
BS, Business Administration
Abraham Lincoln High School
Tesla Motors March 2014 - Present
Tesla Motors February 2012 - March 2014
Amazon October 2011 - February 2012
Facebook October 2010 - October 2011
Netflix October 2009 - October 2010
Netflix July 2008 - October 2009
Uloop November 2007 - June 2008
Cal Poly Housing and Residential Life August 2005 - June 2007
Waddell & Reed Financial Services 1999 - 2003
Skills
Applicant Tracking..., Hiring, Technical Recruiting, Talent Acquisition, Full-cycle Recruiting, Sourcing, Research, Nunchuck, Interviews, SDLC, Internet Recruiting, Recruiting, College Recruiting, Temporary Placement, Onboarding, Screening, Management, Screening Resumes, Human Resources, Social Networking, Benefits Negotiation, Employer Branding, Leadership, Networking, Taleo, Cold Calling, HRIS, Search, Staffing Services, Contract Recruitment, Executive Search, Employee Relations, Temporary Staffing, Talent Management, New Hire Orientations
Education
California Polytechnic State University-San Luis Obispo 2003 — 2007
BS, Business Administration
Abraham Lincoln High School
Linea Cooley, SPHR Linea Cooley, SPHR's Waddell & Reed Financial Services Experience June 2006 - February 2009
Job Human Resources Professional
Industry Human Resources
Experience
Kansas City University of Medicine and Biosciences June 2010 - August 2015
Right Management April 2009 - June 2010
Waddell & Reed Financial Services June 2006 - February 2009
GE Employers Reinsurance Corporation February 1999 - November 2002
Skills
Employee Relations, Recruiting, Career Counseling, Benefits Administration, Training, Leadership, New Hire Orientations, Outplacement
Education
Avila University 2002 — 2005
M.S., Counseling Psychology
Keller Graduate School of Management 1995 — 2000
Master's, Human Resource Management
Morningside College 1983 — 1986
Bachelor's, Business Administration
Kansas City University of Medicine and Biosciences June 2010 - August 2015
Right Management April 2009 - June 2010
Waddell & Reed Financial Services June 2006 - February 2009
GE Employers Reinsurance Corporation February 1999 - November 2002
Skills
Employee Relations, Recruiting, Career Counseling, Benefits Administration, Training, Leadership, New Hire Orientations, Outplacement
Education
Avila University 2002 — 2005
M.S., Counseling Psychology
Keller Graduate School of Management 1995 — 2000
Master's, Human Resource Management
Morningside College 1983 — 1986
Bachelor's, Business Administration
PJ Meade PJ Meade's Waddell & Reed Financial Services Experience January 2011 - May 2011
Job Technology Consultant
Industry Information Technology and Services
Experience
CBS, A Xerox Company July 2014 - Present
Serra & Delvecchio Insurance December 2012 - July 2014
US Remodelers April 2012 - December 2012
MJ Holian Improvements June 2011 - May 2012
Waddell & Reed Financial Services January 2011 - May 2011
Skills
Editing, Marketing, Management, Access, PowerPoint, Microsoft Excel, Microsoft Office, Outlook, Microsoft Word, Customer Service, Public Speaking, Time Management, Teamwork, Data Analysis, Social Media, Social Networking, Sales, Customer Satisfaction, Leadership
Education
Eastern Connecticut State University 2007 — 2011
Bachelor of Science, Business Administration
Southington High School 2003 — 2007
Bachelor of Science, Business Administration
CBS, A Xerox Company July 2014 - Present
Serra & Delvecchio Insurance December 2012 - July 2014
US Remodelers April 2012 - December 2012
MJ Holian Improvements June 2011 - May 2012
Waddell & Reed Financial Services January 2011 - May 2011
Skills
Editing, Marketing, Management, Access, PowerPoint, Microsoft Excel, Microsoft Office, Outlook, Microsoft Word, Customer Service, Public Speaking, Time Management, Teamwork, Data Analysis, Social Media, Social Networking, Sales, Customer Satisfaction, Leadership
Education
Eastern Connecticut State University 2007 — 2011
Bachelor of Science, Business Administration
Southington High School 2003 — 2007
Bachelor of Science, Business Administration
Floreid Walker, ChFC® CRPC® CIS™ Floreid Walker, ChFC® CRPC® CIS™'s Waddell & Reed Financial Services Experience December 1987 - October 2003
Job My unique value is in developing clear and actionable strategies designed to achieve your financial and investment goals
Industry Financial Services
Experience
SagePoint Financial, Inc. November 2003 - Present
Waddell & Reed Financial Services December 1987 - October 2003
Skills
Personal Financial..., Strategic Financial..., Investment Advisory, Investment Strategies, Investment Portfolio..., Portfolio Management, Retirement Planning, Wealth Accumulation..., Multi-generational..., Inheritance, Social Security, Distribution Strategies, LGBT community, Life Insurance, Long Term Care Insurance, Disability Insurance, College Education..., Socially Responsible...
Education
College for Financial Planning
Chartered Retirement Planning Counselor, CRPC®
Institute of Business and Finance
Certified Income Specialist, CIS™
The American College
Chartered Financial Consultant, ChFC®
University of Pennsylvania - The Wharton School
Certificate, Financial Retirement Strategy Program
SagePoint Financial. Inc.
Certificate, Collaborative Coach Program
Lewis and Clark College
Master of Public Administration, Public Administration and Finance
Case Western Reserve University
Master of Science in Nursing, Public Health Nursing and Nursing Administration
Case Western Reserve University
Bachelor of Science in Nursing, Public Health Nursing
Massachusetts General Hospital, School of Nursing
Registered Nursing Diploma, Nursing
Girls' Latin School
High School Diploma, College Preparatory Courses
SagePoint Financial, Inc. November 2003 - Present
Waddell & Reed Financial Services December 1987 - October 2003
Skills
Personal Financial..., Strategic Financial..., Investment Advisory, Investment Strategies, Investment Portfolio..., Portfolio Management, Retirement Planning, Wealth Accumulation..., Multi-generational..., Inheritance, Social Security, Distribution Strategies, LGBT community, Life Insurance, Long Term Care Insurance, Disability Insurance, College Education..., Socially Responsible...
Education
College for Financial Planning
Chartered Retirement Planning Counselor, CRPC®
Institute of Business and Finance
Certified Income Specialist, CIS™
The American College
Chartered Financial Consultant, ChFC®
University of Pennsylvania - The Wharton School
Certificate, Financial Retirement Strategy Program
SagePoint Financial. Inc.
Certificate, Collaborative Coach Program
Lewis and Clark College
Master of Public Administration, Public Administration and Finance
Case Western Reserve University
Master of Science in Nursing, Public Health Nursing and Nursing Administration
Case Western Reserve University
Bachelor of Science in Nursing, Public Health Nursing
Massachusetts General Hospital, School of Nursing
Registered Nursing Diploma, Nursing
Girls' Latin School
High School Diploma, College Preparatory Courses
John Goodhouse John Goodhouse's Waddell & Reed Financial Services Experience 2002 - 2004
Job Independent Insurance Agent affiliated with Choices Insurance Agency
Industry Financial Services
Experience
Choices Insurance Agency December 2013 - Present
COUNTRY Financial 2009 - November 2013
Ameriprise Financial 2008 - 2009
Goodhouse Products 2006 - 2009
Waddell & Reed Financial Services 2002 - 2004
Skills
Property & Casualty..., Commercial Insurance, General Insurance, Life Insurance, Disability Insurance, Term Life Insurance, Umbrella Insurance, Business Networking, Public Speaking, Insurance, Long-term Care, Homeowners, Whole Life, Leadership, Key Person Insurance, Long Term Care Insurance, Small Business, Marketing, Sales, Customer Service, Coaching, Team Building, Strategic Planning, Event Planning, Training
Education
Concordia University-Portland 1999 — 2001
BS, Business Management
ITT Tech 1997 — 1999
AS, Computer Aided Drafting
Choices Insurance Agency December 2013 - Present
COUNTRY Financial 2009 - November 2013
Ameriprise Financial 2008 - 2009
Goodhouse Products 2006 - 2009
Waddell & Reed Financial Services 2002 - 2004
Skills
Property & Casualty..., Commercial Insurance, General Insurance, Life Insurance, Disability Insurance, Term Life Insurance, Umbrella Insurance, Business Networking, Public Speaking, Insurance, Long-term Care, Homeowners, Whole Life, Leadership, Key Person Insurance, Long Term Care Insurance, Small Business, Marketing, Sales, Customer Service, Coaching, Team Building, Strategic Planning, Event Planning, Training
Education
Concordia University-Portland 1999 — 2001
BS, Business Management
ITT Tech 1997 — 1999
AS, Computer Aided Drafting
Deanna Mailman Deanna Mailman's Waddell & Reed Financial Services Experience January 1997 - March 2001
Job Owner, "More Than Just Numbers"
Industry Accounting
Experience
"More Than Just Quickbooks" March 2005 - Present
"More Than Just QuickBooks" April 2003 - October 2012
C.A.R.E. Foundation, Inc. April 2001 - April 2005
Waddell & Reed Financial Services January 1997 - March 2001
Skills
Excel, Bookkeeping, Quicken, Quickbooks, Accounting, QuickBooks, Microsoft Excel, Tax, Corporate Finance, Customer Service, Small Business, Non-profits, Nonprofits, Strategy, Business, Marketing, Microsoft Office, Account Reconciliation, Financial Reporting, Finance, Time Management, Access, Investments, Management, Business Planning, Financial Analysis, Leadership, Strategic Planning, Start-ups, Marketing Strategy, Account Management, Team Building
Education
Hofstra University 1970 — 1973
B. A., Psychology
Hofstra University 1970 — 1973
Bachelor of Arts, Psychology
"More Than Just Quickbooks" March 2005 - Present
"More Than Just QuickBooks" April 2003 - October 2012
C.A.R.E. Foundation, Inc. April 2001 - April 2005
Waddell & Reed Financial Services January 1997 - March 2001
Skills
Excel, Bookkeeping, Quicken, Quickbooks, Accounting, QuickBooks, Microsoft Excel, Tax, Corporate Finance, Customer Service, Small Business, Non-profits, Nonprofits, Strategy, Business, Marketing, Microsoft Office, Account Reconciliation, Financial Reporting, Finance, Time Management, Access, Investments, Management, Business Planning, Financial Analysis, Leadership, Strategic Planning, Start-ups, Marketing Strategy, Account Management, Team Building
Education
Hofstra University 1970 — 1973
B. A., Psychology
Hofstra University 1970 — 1973
Bachelor of Arts, Psychology
Dan Peterie's Waddell & Reed Financial Services Experience May 2005 - August 2005
Job Senior Financial Analyst at DaVita Rx
Industry Hospital & Health Care
Experience
DaVita December 2014 - Present
ALCO Stores, Inc July 2013 - December 2014
Cricket Communications July 2011 - July 2013
Coventry Health Care March 2009 - August 2011
Coventry Healthcare, Inc February 2007 - March 2009
Kansas City Brigade November 2005 - April 2006
Waddell & Reed Financial Services May 2005 - August 2005
Skills
Financial Analysis, Insurance, Financial Modeling, Analysis, Underwriting, Finance, Process Improvement, Microsoft Excel, Valuation, Forecasting, Strategic Financial..., Business Analysis, Microsoft Office, Portfolio Management, Corporate Finance, Budgets, Sales Operations, Managerial Finance, Accounting, Financial Reporting, Account Management, Negotiation, Variance Analysis, Leadership, Business Planning, Access, Sales, Sarbanes-Oxley Act, Auditing, Competitive Analysis, Business Development, Employee Benefits, Risk Management, Management, Marketing, Team Leadership, Data Analysis, Cost Accounting, Strategic Planning, Financial Planning, General Ledger, Project Planning, Banking, Internal Audit, Team Building, Credit, Customer Service
Education
University of Kansas - Graduate School of Business 2008 — 2010
MBA, Finance
Kansas State University 2002 — 2006
Bachelor of Science, Finance - Financial Services and Financial Management
DaVita December 2014 - Present
ALCO Stores, Inc July 2013 - December 2014
Cricket Communications July 2011 - July 2013
Coventry Health Care March 2009 - August 2011
Coventry Healthcare, Inc February 2007 - March 2009
Kansas City Brigade November 2005 - April 2006
Waddell & Reed Financial Services May 2005 - August 2005
Skills
Financial Analysis, Insurance, Financial Modeling, Analysis, Underwriting, Finance, Process Improvement, Microsoft Excel, Valuation, Forecasting, Strategic Financial..., Business Analysis, Microsoft Office, Portfolio Management, Corporate Finance, Budgets, Sales Operations, Managerial Finance, Accounting, Financial Reporting, Account Management, Negotiation, Variance Analysis, Leadership, Business Planning, Access, Sales, Sarbanes-Oxley Act, Auditing, Competitive Analysis, Business Development, Employee Benefits, Risk Management, Management, Marketing, Team Leadership, Data Analysis, Cost Accounting, Strategic Planning, Financial Planning, General Ledger, Project Planning, Banking, Internal Audit, Team Building, Credit, Customer Service
Education
University of Kansas - Graduate School of Business 2008 — 2010
MBA, Finance
Kansas State University 2002 — 2006
Bachelor of Science, Finance - Financial Services and Financial Management
B.J. Solt's Waddell & Reed Financial Services Experience August 2007 - May 2010
Job Corporate Actions Unit Manager at Waddell & Reed
Industry Financial Services
Experience
Waddell & Reed April 2015 - Present
Waddell & Reed April 2012 - Present
Technisource August 2010 - January 2012
Waddell & Reed Financial Services August 2007 - May 2010
Kansas State Credit Union 2000 - 2003
Skills
Compliance, Mutual Funds, Financial Services, Loans, Risk Management, Business Analysis, Financial Analysis, Process Improvement, Team Leadership, Vendor Management, Interviews, Customer Service, Access, Management, Financial Advisory, Employee Training, Team Building, SDLC
Education
Kansas State University 1999 — 2004
Bachelor of Science, Marketing & International Business
Baker University 2008 — 2010
MBA
Thomas More Prep-Marian
Waddell & Reed April 2015 - Present
Waddell & Reed April 2012 - Present
Technisource August 2010 - January 2012
Waddell & Reed Financial Services August 2007 - May 2010
Kansas State Credit Union 2000 - 2003
Skills
Compliance, Mutual Funds, Financial Services, Loans, Risk Management, Business Analysis, Financial Analysis, Process Improvement, Team Leadership, Vendor Management, Interviews, Customer Service, Access, Management, Financial Advisory, Employee Training, Team Building, SDLC
Education
Kansas State University 1999 — 2004
Bachelor of Science, Marketing & International Business
Baker University 2008 — 2010
MBA
Thomas More Prep-Marian
Chapin Miller, Certified Treasury Professional Chapin Miller, Certified Treasury Professional's Waddell & Reed Financial Services Experience January 2004 - March 2005
Job Treasury Management Officer at Citizens National Bank
Industry Banking
Experience
Citizens National Bank (Henderson, TX) May 2012 - Present
Community Healthcore July 2009 - May 2012
Chase Investment Services September 2005 - July 2009
Navigation Financial Group March 2005 - September 2005
Waddell & Reed Financial Services January 2004 - March 2005
Skills
Strategic Financial..., Finance, Budget, Insurance, Strategic Planning, Estate Planning, Microsoft Excel, Investments, Business Planning, Customer Service, Microsoft Word, PowerPoint, Sales, Microsoft Office
Education
Baylor University 1999 — 2003
BBA, Financial Services and Planning
Baylor University - Hankamer School of Business 1999 — 2003
Financial Services and Planning, Financial Planning
Citizens National Bank (Henderson, TX) May 2012 - Present
Community Healthcore July 2009 - May 2012
Chase Investment Services September 2005 - July 2009
Navigation Financial Group March 2005 - September 2005
Waddell & Reed Financial Services January 2004 - March 2005
Skills
Strategic Financial..., Finance, Budget, Insurance, Strategic Planning, Estate Planning, Microsoft Excel, Investments, Business Planning, Customer Service, Microsoft Word, PowerPoint, Sales, Microsoft Office
Education
Baylor University 1999 — 2003
BBA, Financial Services and Planning
Baylor University - Hankamer School of Business 1999 — 2003
Financial Services and Planning, Financial Planning
Daniel Stahl Daniel Stahl's Waddell & Reed Financial Services Experience 1994 - 1997
Job Pension Specialist Plan interpretation, calculations, actuarial analysis, systems and investments
Industry Management Consulting
Experience
Xerox March 2010 - October 2014
Place to Play 2005 - 2010
EDS Group April 2005 - September 2009
Towers Watson December 1997 - March 2005
Waddell & Reed Financial Services 1994 - 1997
Pacific Life 1979 - 1985
Skills
Employee Benefits, Vendor Management, SDLC, Quality Assurance, Pension Funds, Data Architecture, Pensions, Benefits Administration, Politics, Process Improvement, Actuarial Consulting, Coaching, HRIS, Software Documentation, SQL, HR Consulting, Data Analysis, System Administration, Business Analysis, Human Resources, Financial Analysis, Investments, Financial Calculations, Statistical Data...
Education
California State University-Long Beach 1981 — 1985
MBA, Buisness
University of California, Irvine 1975 — 1979
B. A., Economic
La Jolla High 1972 — 1975
Xerox March 2010 - October 2014
Place to Play 2005 - 2010
EDS Group April 2005 - September 2009
Towers Watson December 1997 - March 2005
Waddell & Reed Financial Services 1994 - 1997
Pacific Life 1979 - 1985
Skills
Employee Benefits, Vendor Management, SDLC, Quality Assurance, Pension Funds, Data Architecture, Pensions, Benefits Administration, Politics, Process Improvement, Actuarial Consulting, Coaching, HRIS, Software Documentation, SQL, HR Consulting, Data Analysis, System Administration, Business Analysis, Human Resources, Financial Analysis, Investments, Financial Calculations, Statistical Data...
Education
California State University-Long Beach 1981 — 1985
MBA, Buisness
University of California, Irvine 1975 — 1979
B. A., Economic
La Jolla High 1972 — 1975
Addison Colgrove's Waddell & Reed Financial Services Experience June 2009 - August 2010
Job Analyst at TIAACREF
Industry Financial Services
Experience
TIAA-CREF February 2015 - Present
Charles Schwab September 2013 - January 2015
Charles Schwab June 2012 - September 2013
Charles Schwab September 2010 - June 2012
Waddell & Reed Financial Services June 2009 - August 2010
Merrill Lynch May 2008 - August 2008
Skills
Financial Analysis, Investments, Mutual Funds, Retirement Planning, Series 7, Strategic Financial..., Wealth Management, Asset Allocation, Retirement, Securities, Portfolio Management, Asset Management, Finance, Equities, Relationship Management, Financial Modeling, Options, Trading, Investment Advisory, 401k, Investment Strategies, Financial Services, Corporate Finance, IRAs, Alternative Investments, FINRA, ETFs, Wealth Management..., Investment Management, Strategic Planning, Risk Management, Valuation, Financial Advisory, Bonds, Wealth, Personal Finance
Education
Auburn University 2005 — 2009
Bachelor of Science in Business Administration, Finance & Marketing
2015 Level II Candidate in the CFA Program
TIAA-CREF February 2015 - Present
Charles Schwab September 2013 - January 2015
Charles Schwab June 2012 - September 2013
Charles Schwab September 2010 - June 2012
Waddell & Reed Financial Services June 2009 - August 2010
Merrill Lynch May 2008 - August 2008
Skills
Financial Analysis, Investments, Mutual Funds, Retirement Planning, Series 7, Strategic Financial..., Wealth Management, Asset Allocation, Retirement, Securities, Portfolio Management, Asset Management, Finance, Equities, Relationship Management, Financial Modeling, Options, Trading, Investment Advisory, 401k, Investment Strategies, Financial Services, Corporate Finance, IRAs, Alternative Investments, FINRA, ETFs, Wealth Management..., Investment Management, Strategic Planning, Risk Management, Valuation, Financial Advisory, Bonds, Wealth, Personal Finance
Education
Auburn University 2005 — 2009
Bachelor of Science in Business Administration, Finance & Marketing
2015 Level II Candidate in the CFA Program
Michelle McNitt's Waddell & Reed Financial Services Experience September 2006 - April 2007
Job Waddell & Reed Investment Management Company
Industry Financial Services
Experience
Waddell & Reed June 2013 - Present
New York Life April 2009 - June 2013
Merrill Lynch April 2007 - April 2009
Waddell & Reed Financial Services September 2006 - April 2007
Skills
Financial Analysis, Retirement, Insurance, Excel, Customer Relations, People-oriented, Access, Attention To Detail, Mutual Funds, Problem Solving, Team Leadership, Case Managment, Leadership, Multi Tasking, Life Insurance, Microsoft Excel, Customer Service, Analysis, Banking, Budgets, Finance, Financial Services, Microsoft Office, Project Management, Public Speaking, Time Management, Training
Education
Baker University 2010 — 2012
Master of Business Administration
Kansas State University
Bachelor of Science, Family Studies and Human Services; Personal Financial Planning
Spring Hill
Waddell & Reed June 2013 - Present
New York Life April 2009 - June 2013
Merrill Lynch April 2007 - April 2009
Waddell & Reed Financial Services September 2006 - April 2007
Skills
Financial Analysis, Retirement, Insurance, Excel, Customer Relations, People-oriented, Access, Attention To Detail, Mutual Funds, Problem Solving, Team Leadership, Case Managment, Leadership, Multi Tasking, Life Insurance, Microsoft Excel, Customer Service, Analysis, Banking, Budgets, Finance, Financial Services, Microsoft Office, Project Management, Public Speaking, Time Management, Training
Education
Baker University 2010 — 2012
Master of Business Administration
Kansas State University
Bachelor of Science, Family Studies and Human Services; Personal Financial Planning
Spring Hill
Erin Peterman, MBA Erin Peterman, MBA's Waddell & Reed Financial Services Experience 2005 - 2005
Job Assistant Project Manager/Corporate Risk at United American Land, LLC.
Industry Construction
Experience
United American Land, LLC. March 2014 - Present
Novartis October 2013 - February 2014
Plaza Construction August 2009 - September 2012
Plaza Construction April 2007 - June 2009
Rymax Marketing Services June 2006 - January 2007
Professional Appraisal Associates August 2002 - June 2006
HWH PR/New Media 2005 - 2005
Waddell & Reed Financial Services 2005 - 2005
Skills
Contract Management, Third Party Claims, Construction Insurance, Performance Bonds, Certificates Of..., Mechanics Liens, General Liability..., Contract Negotiation, Construction, Risk Management, Construction Management, Construction Safety, Project Management, Contractors, Subcontracting, Leadership
Education
Caldwell University 2006 — 2008
M.B.A, General Management
Caldwell University 2002 — 2006
Bachelor of Science, Marketing
United American Land, LLC. March 2014 - Present
Novartis October 2013 - February 2014
Plaza Construction August 2009 - September 2012
Plaza Construction April 2007 - June 2009
Rymax Marketing Services June 2006 - January 2007
Professional Appraisal Associates August 2002 - June 2006
HWH PR/New Media 2005 - 2005
Waddell & Reed Financial Services 2005 - 2005
Skills
Contract Management, Third Party Claims, Construction Insurance, Performance Bonds, Certificates Of..., Mechanics Liens, General Liability..., Contract Negotiation, Construction, Risk Management, Construction Management, Construction Safety, Project Management, Contractors, Subcontracting, Leadership
Education
Caldwell University 2006 — 2008
M.B.A, General Management
Caldwell University 2002 — 2006
Bachelor of Science, Marketing
John Skender John Skender's Waddell & Reed Financial Services Experience February 2008 - February 2010
Job Founder at The Skender Homes Group, LLC
Industry Real Estate
Experience
The Skender Homes Group LLC March 2012 - Present
Coldwell Banker Real Estate June 2011 - Present
New England Financial March 2010 - June 2011
Waddell & Reed Financial Services February 2008 - February 2010
Spector, Spector, Evans, & Manogue June 2007 - August 2007
Skills
Real Estate Development, Foreclosures, Sellers, Finance, Real Estate Transactions, Market Analysis, Construction, Investors, Investment Properties, Real Estate Economics, Brokerage, Contract Negotiation, Referrals, Investment Strategies, Rentals, Asset Management, Buyer Representation, Leases, REO, Business, Real Estate Financing, Loans, Short Sales, Residential Homes, Sales, Selling, Real Property, Real Estate Investor, Valuation, Entrepreneurship, Strategic Financial..., Venture Capital, Portfolio Management, Due Diligence, Property Search, Property Financing, Commercial Real Estate, Buyers, Single Family Homes, Negotiation, Deal Structures, Property Management, Relocation
Education
Allegheny College 2004 — 2007
Bachelors of Science, Philosophy & Political Science
Pine-Richland High School 2000 — 2002
North Allegheny High School 1998 — 2000
The Skender Homes Group LLC March 2012 - Present
Coldwell Banker Real Estate June 2011 - Present
New England Financial March 2010 - June 2011
Waddell & Reed Financial Services February 2008 - February 2010
Spector, Spector, Evans, & Manogue June 2007 - August 2007
Skills
Real Estate Development, Foreclosures, Sellers, Finance, Real Estate Transactions, Market Analysis, Construction, Investors, Investment Properties, Real Estate Economics, Brokerage, Contract Negotiation, Referrals, Investment Strategies, Rentals, Asset Management, Buyer Representation, Leases, REO, Business, Real Estate Financing, Loans, Short Sales, Residential Homes, Sales, Selling, Real Property, Real Estate Investor, Valuation, Entrepreneurship, Strategic Financial..., Venture Capital, Portfolio Management, Due Diligence, Property Search, Property Financing, Commercial Real Estate, Buyers, Single Family Homes, Negotiation, Deal Structures, Property Management, Relocation
Education
Allegheny College 2004 — 2007
Bachelors of Science, Philosophy & Political Science
Pine-Richland High School 2000 — 2002
North Allegheny High School 1998 — 2000
Dino Nikolopoulos Dino Nikolopoulos's Waddell & Reed Financial Services Experience April 2007 - August 2007
Job Institutional Sales Associate at William Blair
Industry Financial Services
Experience
William Blair & Company September 2014 - Present
Northern Trust Asset Management October 2012 - August 2014
Northern Trust Asset Management September 2011 - October 2012
Northern Trust December 2007 - September 2011
STATS LLC February 2000 - December 2007
Waddell & Reed Financial Services April 2007 - August 2007
Skills
Mutual Funds, Investments, Asset Management, Asset Allocation, ETFs, Finance, Investment Management, Analysis, Defined Benefit, Defined Contribution, Registered Investment..., GIPS, Private Equity, Client Relationship..., FINRA, Insurance, Equities, Fixed Income, CRM, Portfolio Management, Hedge Funds, Alternative Investments
Education
North Park University 2010 — 2012
MBA, Finance and Economics
DePaul University 2000 — 2004
Bachelor of Science, Business Management
William Blair & Company September 2014 - Present
Northern Trust Asset Management October 2012 - August 2014
Northern Trust Asset Management September 2011 - October 2012
Northern Trust December 2007 - September 2011
STATS LLC February 2000 - December 2007
Waddell & Reed Financial Services April 2007 - August 2007
Skills
Mutual Funds, Investments, Asset Management, Asset Allocation, ETFs, Finance, Investment Management, Analysis, Defined Benefit, Defined Contribution, Registered Investment..., GIPS, Private Equity, Client Relationship..., FINRA, Insurance, Equities, Fixed Income, CRM, Portfolio Management, Hedge Funds, Alternative Investments
Education
North Park University 2010 — 2012
MBA, Finance and Economics
DePaul University 2000 — 2004
Bachelor of Science, Business Management
Christian Mbanefo Christian Mbanefo's Waddell & Reed Financial Services Experience February 2001 - November 2006
Job Remediation Engr. SilPro LLC,Management Consultant at Clearscience, Sr. Design Assurance Engr. Greatbatch Medical
Industry Management Consulting
Experience
GLG (Gerson Lehrman Group) 2005 - 2015
GLG (Gerson Lehrman Group) 2005 - 2015
Sil-Pro, LLC January 2014 - September 2014
Clearscience 2005 - November 2012
Greatbatch Medical November 2010 - June 2011
Waddell & Reed Financial Services February 2001 - November 2006
City of Otsego MN 1997 - 2002
M Syndicate Inc. October 1995 - December 1999
SciMed Life Systems acquired by Boston Scientific June 1994 - November 1995
Scimed Life Systems September 1988 - October 1992
Skills
Excel, Microsoft Office, Team Building, Customer Relations, Coaching, PowerPoint, Problem Solving, Management Consulting, Mentoring, Sales Management, Team Leadership, Strategic Planning, Product Development, Budgeting, Change Management, Process Engineering, Business Strategy, Forecasting, Inventory Management, Market Research, SPC, Quality Assurance, Process Improvement, Manufacturing, ISO 13485, Quality System, Medical Devices, Microsoft Excel, Leadership, Management, Budgets, Lean Manufacturing, Customer Service, FMEA, Cross-functional Team..., Validation, Design of Experiments
Education
Argosy University Twin Cities 2007 — 2018
DBA / ED. D, Business Admin / Higher Ed. Student
Cardinal Stritch University 2000 — 2003
MS, Business Management
University of Northern Iowa
B.Technology, Manufacturing Technology
GLG (Gerson Lehrman Group) 2005 - 2015
GLG (Gerson Lehrman Group) 2005 - 2015
Sil-Pro, LLC January 2014 - September 2014
Clearscience 2005 - November 2012
Greatbatch Medical November 2010 - June 2011
Waddell & Reed Financial Services February 2001 - November 2006
City of Otsego MN 1997 - 2002
M Syndicate Inc. October 1995 - December 1999
SciMed Life Systems acquired by Boston Scientific June 1994 - November 1995
Scimed Life Systems September 1988 - October 1992
Skills
Excel, Microsoft Office, Team Building, Customer Relations, Coaching, PowerPoint, Problem Solving, Management Consulting, Mentoring, Sales Management, Team Leadership, Strategic Planning, Product Development, Budgeting, Change Management, Process Engineering, Business Strategy, Forecasting, Inventory Management, Market Research, SPC, Quality Assurance, Process Improvement, Manufacturing, ISO 13485, Quality System, Medical Devices, Microsoft Excel, Leadership, Management, Budgets, Lean Manufacturing, Customer Service, FMEA, Cross-functional Team..., Validation, Design of Experiments
Education
Argosy University Twin Cities 2007 — 2018
DBA / ED. D, Business Admin / Higher Ed. Student
Cardinal Stritch University 2000 — 2003
MS, Business Management
University of Northern Iowa
B.Technology, Manufacturing Technology
Johanna Blackwell, RP® Johanna Blackwell, RP®'s Waddell & Reed Financial Services Experience January 2007 - July 2007
Job Associate FP / Registered Paraplanner at Martel Wealth Advisors
Industry Financial Services
Experience
Martel Wealth Advisors November 2013 - Present
Salem Area Young Professionals July 2010 - November 2013
The Legacy Group, Ltd July 2007 - November 2013
Waddell & Reed Financial Services January 2007 - July 2007
Woodbury Financial Services September 2006 - January 2007
Skills
Strategic Financial..., Wealth Management, Financial Services, Leadership, Retirement Planning, Collaboration, Investment Advisory, Finance, Plannning, Fixed Annuities, Financial Advisory, Microsoft Office, Communicaitons, Designing
Education
College for Financial Planning
CFP, Certified Financial Planner
Corban University 2007 — 2008
BS, Business Management & Communications
University of Oxford
International Business & Finance
Herndon High School 1995 — 1999
Martel Wealth Advisors November 2013 - Present
Salem Area Young Professionals July 2010 - November 2013
The Legacy Group, Ltd July 2007 - November 2013
Waddell & Reed Financial Services January 2007 - July 2007
Woodbury Financial Services September 2006 - January 2007
Skills
Strategic Financial..., Wealth Management, Financial Services, Leadership, Retirement Planning, Collaboration, Investment Advisory, Finance, Plannning, Fixed Annuities, Financial Advisory, Microsoft Office, Communicaitons, Designing
Education
College for Financial Planning
CFP, Certified Financial Planner
Corban University 2007 — 2008
BS, Business Management & Communications
University of Oxford
International Business & Finance
Herndon High School 1995 — 1999
Clay Fielding Clay Fielding's Waddell & Reed Financial Services Experience January 1997 - January 1999
Job Income Planning Consultant for High Net Worth Individuals & Families at Isis Wealth
Industry Investment Management
Experience
Isis Wealth January 2008 - Present
Isis Consulting January 2001 - Present
SEXTANT FINANCIAL January 1999 - Present
University of Phoenix January 2000 - June 2009
Keiser University January 2007 - April 2008
INTERNATIONAL FINANCE & MARKETING RESOURCES, INC January 1998 - January 2002
Waddell & Reed Financial Services January 1997 - January 1999
ThermaCell Technologies January 1993 - January 1995
Waddell & Reed Financial Services January 1992 - January 1993
JOHN HANCOCK FINANCIAL SERVICES January 1988 - January 1992
Skills
Integration, Account Management, Enterprise Architecture, Public Speaking, Research, Teaching, Organizational..., Staff Development, Strategic Planning, Project Management, Policy, E-Learning, Risk Management, Instructional Design, Program Management, Technical Writing, Curriculum Development, Data Analysis, Analysis, Management Consulting, Adult Education
Education
University of Phoenix 1999 — 2001
MSCIS, Computer Information Systems
Samford University 1974 — 1978
BA History, History, Politics, and General Business
Boston University
Certificate, Paralegal Studies
WORLD SOCIETY OF LETTERS
Honorary MS, Finance & Investment Management
Isis Wealth January 2008 - Present
Isis Consulting January 2001 - Present
SEXTANT FINANCIAL January 1999 - Present
University of Phoenix January 2000 - June 2009
Keiser University January 2007 - April 2008
INTERNATIONAL FINANCE & MARKETING RESOURCES, INC January 1998 - January 2002
Waddell & Reed Financial Services January 1997 - January 1999
ThermaCell Technologies January 1993 - January 1995
Waddell & Reed Financial Services January 1992 - January 1993
JOHN HANCOCK FINANCIAL SERVICES January 1988 - January 1992
Skills
Integration, Account Management, Enterprise Architecture, Public Speaking, Research, Teaching, Organizational..., Staff Development, Strategic Planning, Project Management, Policy, E-Learning, Risk Management, Instructional Design, Program Management, Technical Writing, Curriculum Development, Data Analysis, Analysis, Management Consulting, Adult Education
Education
University of Phoenix 1999 — 2001
MSCIS, Computer Information Systems
Samford University 1974 — 1978
BA History, History, Politics, and General Business
Boston University
Certificate, Paralegal Studies
WORLD SOCIETY OF LETTERS
Honorary MS, Finance & Investment Management
Jamie Cockburn Jamie Cockburn's Waddell & Reed Financial Services Experience 2003 - 2007
Job Financial Advisor at Banyan, Rock, and Talent Wealth Strategists
Industry Financial Services
Experience
Banyan, Rock, and Talent Wealth Strategists May 2007 - Present
Waddell & Reed Financial Services 2003 - 2007
The MONY Group 1999 - 2003
Education
North Carolina Central University
B.A., Business and Finance
Banyan, Rock, and Talent Wealth Strategists May 2007 - Present
Waddell & Reed Financial Services 2003 - 2007
The MONY Group 1999 - 2003
Education
North Carolina Central University
B.A., Business and Finance
Bert Cutts Bert Cutts's Waddell & Reed Financial Services Experience June 2004 - August 2006
Job Owner at Synfratech
Industry Renewables & Environment
Experience
Synfratech 2000 - Present
Waddell & Reed Financial Services June 2004 - August 2006
Skills
Integration, Insurance, Biofuels, Renewable Energy, Financial Analysis, Strategic Planning, R&D, Change Management, Project Management, Finance, Engineering, Strategy
Education
Midlands Technical College 2007 — 2007
Fast Trac (Continuing Ed)
Georgia State University 1988 — 1989
BS, Engineering
The University of Georgia 1986 — 1987
Journalism
Reinhardt University 1984 — 1985
AA, Liberal Arts
Cherokee H.S.
Synfratech 2000 - Present
Waddell & Reed Financial Services June 2004 - August 2006
Skills
Integration, Insurance, Biofuels, Renewable Energy, Financial Analysis, Strategic Planning, R&D, Change Management, Project Management, Finance, Engineering, Strategy
Education
Midlands Technical College 2007 — 2007
Fast Trac (Continuing Ed)
Georgia State University 1988 — 1989
BS, Engineering
The University of Georgia 1986 — 1987
Journalism
Reinhardt University 1984 — 1985
AA, Liberal Arts
Cherokee H.S.
Jeffery Aaron Cahill Jeffery Aaron Cahill's Waddell & Reed Financial Services Experience December 2010 - January 2012
Job Implementation Engineer at Brickstream Corporation
Industry Financial Services
Experience
Brickstream Corporation May 2012 - Present
E*TRADE Financial June 2011 - May 2012
Waddell & Reed Financial Services December 2010 - January 2012
Barnes & Noble November 2008 - March 2010
US Navy August 2003 - August 2008
Skills
Time Management, Training, Investments, Customer Service, Human Resources
Education
Georgia State University - J. Mack Robinson College of Business 2008 — 2010
Bachelor of Business Administration, Finance
Saint Leo University 2005 — 2006
Associates of Arts, Liberal Arts
Brickstream Corporation May 2012 - Present
E*TRADE Financial June 2011 - May 2012
Waddell & Reed Financial Services December 2010 - January 2012
Barnes & Noble November 2008 - March 2010
US Navy August 2003 - August 2008
Skills
Time Management, Training, Investments, Customer Service, Human Resources
Education
Georgia State University - J. Mack Robinson College of Business 2008 — 2010
Bachelor of Business Administration, Finance
Saint Leo University 2005 — 2006
Associates of Arts, Liberal Arts
Ion Bria Ion Bria's Waddell & Reed Financial Services Experience May 2006 - May 2006
Job AVP
Industry Financial Services
Experience
Grant Thornton LLP October 2010 - August 2013
Huron Consulting Group January 2009 - September 2010
Huron Consulting Group August 2007 - December 2008
The Global Village Network January 2006 - December 2007
Lutron Electronics May 2006 - August 2006
Waddell & Reed Financial Services May 2006 - May 2006
Skills
Bloomberg, PowerPoint, Microsoft Office, SQL, SPSS, CSS, JavaScript, Access, HTML, JD Edwards, Crystal Ball, Eviews, Lotus Notes, Financial Analysis, Financial Modeling, Financial Reporting, Accounting, Management Consulting, Valuation, Business Valuation, Corporate Finance, Leadership
Education
Lehigh University 2005 — 2007
MBA, Finance
Aarhus Universitet 2001 — 2004
Bachelor of Science, Business Administration and Economics
Grant Thornton LLP October 2010 - August 2013
Huron Consulting Group January 2009 - September 2010
Huron Consulting Group August 2007 - December 2008
The Global Village Network January 2006 - December 2007
Lutron Electronics May 2006 - August 2006
Waddell & Reed Financial Services May 2006 - May 2006
Skills
Bloomberg, PowerPoint, Microsoft Office, SQL, SPSS, CSS, JavaScript, Access, HTML, JD Edwards, Crystal Ball, Eviews, Lotus Notes, Financial Analysis, Financial Modeling, Financial Reporting, Accounting, Management Consulting, Valuation, Business Valuation, Corporate Finance, Leadership
Education
Lehigh University 2005 — 2007
MBA, Finance
Aarhus Universitet 2001 — 2004
Bachelor of Science, Business Administration and Economics
Michael Kilpatrick, CISSP Michael Kilpatrick, CISSP's Waddell & Reed Financial Services Experience April 1996 - November 2005
Job Premium Service Engineer IV, Identity and Security Management at NetIQ
Industry Computer Software
Experience
Micro Focus (formly NetIQ) December 2005 - Present
Novell December 2005 - December 2007
Waddell & Reed Financial Services April 1996 - November 2005
Schaffer Computing Services dba Multiuser Systems Group July 1994 - April 1996
Skills
Security, Client Relationship..., Disaster Recovery, Identity Management, VMware, Data Center, Novell, ITIL, eDirectory, LDAP, Unix, Virtualization, SAN, SSO, Troubleshooting, Active Directory, Novell Identity Manager, Microsoft Office, Cloud Computing, Suse, Windows Server, Windows 7, Directory Services, CISSP, Linux, Enterprise Architecture, Solution Architecture, SaaS, High Availability, Red Hat Linux, Fibre Channel, Brocade, Cisco, Access Manager, Apple, Security Management, Open Source, Privileged User..., Novell Servers, Compliance Management, Log Management, vSphere, Novell Access Manager, PCI DSS, IaaS, Sentinel, Kerberos, IAM, Account Management, Project Management
Education
Adams State University 1987 — 1992
Bachelor of Science, Business Administration with MIS emphasis
Micro Focus (formly NetIQ) December 2005 - Present
Novell December 2005 - December 2007
Waddell & Reed Financial Services April 1996 - November 2005
Schaffer Computing Services dba Multiuser Systems Group July 1994 - April 1996
Skills
Security, Client Relationship..., Disaster Recovery, Identity Management, VMware, Data Center, Novell, ITIL, eDirectory, LDAP, Unix, Virtualization, SAN, SSO, Troubleshooting, Active Directory, Novell Identity Manager, Microsoft Office, Cloud Computing, Suse, Windows Server, Windows 7, Directory Services, CISSP, Linux, Enterprise Architecture, Solution Architecture, SaaS, High Availability, Red Hat Linux, Fibre Channel, Brocade, Cisco, Access Manager, Apple, Security Management, Open Source, Privileged User..., Novell Servers, Compliance Management, Log Management, vSphere, Novell Access Manager, PCI DSS, IaaS, Sentinel, Kerberos, IAM, Account Management, Project Management
Education
Adams State University 1987 — 1992
Bachelor of Science, Business Administration with MIS emphasis
Katie Herron Katie Herron's Waddell & Reed Financial Services Experience June 2009 - Present
Job President of the Student Alumni Assocation
Industry Financial Services
Experience
Waddell & Reed Financial Services June 2009 - Present
Student Alumni Assocation May 2009 - Present
Education
Johnson & Wales University 2006 — 2010
BS, Finance and International Business
Waddell & Reed Financial Services June 2009 - Present
Student Alumni Assocation May 2009 - Present
Education
Johnson & Wales University 2006 — 2010
BS, Finance and International Business
Tom Rosenbaum Tom Rosenbaum's Waddell & Reed Financial Services Experience January 2000 - June 2002
Job Financial Advisor at VALIC
Industry Financial Services
Experience
VALIC July 2002 - Present
Waddell & Reed Financial Services January 2000 - June 2002
Skills
Strategic Financial..., Series 24, Retirement Planning, Series 7, Financial Planning, Insurance, Mutual Funds, Certified Financial..., Wealth Management, Uniform Combined State..., Public Speaking, Finance, Retirement, Investments, Investment Advisory, Strategic Planning
Education
California State University-San Bernardino 1998 — 2002
MA, Counseling
Westmont College 1989 — 1993
BA, Religious Studies
VALIC July 2002 - Present
Waddell & Reed Financial Services January 2000 - June 2002
Skills
Strategic Financial..., Series 24, Retirement Planning, Series 7, Financial Planning, Insurance, Mutual Funds, Certified Financial..., Wealth Management, Uniform Combined State..., Public Speaking, Finance, Retirement, Investments, Investment Advisory, Strategic Planning
Education
California State University-San Bernardino 1998 — 2002
MA, Counseling
Westmont College 1989 — 1993
BA, Religious Studies
Thomas Honor, MBA Thomas Honor, MBA's Waddell & Reed Financial Services Experience November 2009 - August 2011
Job Financial Advisor, Assistant Vice President at The Huntington Investment Company
Industry Financial Services
Experience
The Huntington Investment Company January 2015 - Present
Vision Financial Group, LLC August 2011 - June 2013
Waddell & Reed Financial Services November 2009 - August 2011
Robert W. Baird & Co. April 2002 - November 2009
Merrill Lynch August 2000 - April 2002
Skills
Retirement Planning, 401k Rollovers, IRAs, Retirement, Wealth Accumulation, Wealth Management, Series 7, Series 66, Fixed Annuities, Variable Annuities, Equities, Financial Risk, Key Performance..., Market Analysis, Project Management, Strategic Planning, Uniform Combined State..., Public Speaking, Customer Service, Finance, Management, Leadership
Education
Aquinas College 1998 — 2004
Master of Management
Grand Valley State University 2001 — 2002
Certificate Program in Financial Planning
Ferris State University 1980 — 1984
Radio and Television Broadcasting Technology/Technician
Holland High
The Huntington Investment Company January 2015 - Present
Vision Financial Group, LLC August 2011 - June 2013
Waddell & Reed Financial Services November 2009 - August 2011
Robert W. Baird & Co. April 2002 - November 2009
Merrill Lynch August 2000 - April 2002
Skills
Retirement Planning, 401k Rollovers, IRAs, Retirement, Wealth Accumulation, Wealth Management, Series 7, Series 66, Fixed Annuities, Variable Annuities, Equities, Financial Risk, Key Performance..., Market Analysis, Project Management, Strategic Planning, Uniform Combined State..., Public Speaking, Customer Service, Finance, Management, Leadership
Education
Aquinas College 1998 — 2004
Master of Management
Grand Valley State University 2001 — 2002
Certificate Program in Financial Planning
Ferris State University 1980 — 1984
Radio and Television Broadcasting Technology/Technician
Holland High
Aaron Mays's Waddell & Reed Financial Services Experience February 2004 - December 2004
Job Kansas Governmental Affairs at The Mays Group LLC
Industry Government Relations
Experience
The Mays Group, LLC January 2012 - Present
Blue Cross and Blue Shield of Kansas January 2005 - January 2012
Kansas Health Care Association August 2004 - January 2005
Waddell & Reed Financial Services February 2004 - December 2004
Education
Baker University 2008 — 2010
MBA, Business Administration
Washburn University 1997 — 2002
BA, Theatre
The Mays Group, LLC January 2012 - Present
Blue Cross and Blue Shield of Kansas January 2005 - January 2012
Kansas Health Care Association August 2004 - January 2005
Waddell & Reed Financial Services February 2004 - December 2004
Education
Baker University 2008 — 2010
MBA, Business Administration
Washburn University 1997 — 2002
BA, Theatre
Christine Haworth Christine Haworth's Waddell & Reed Financial Services Experience June 2008 - August 2010
Job Retirement Investment Specialist
Industry Financial Services
Experience
Waddell & Reed Financial Services June 2008 - August 2010
ADP Retirement Plan Services July 2006 - June 2008
H&R Block Financial Advisors June 2004 - July 2006
American Century Investments August 1997 - October 2003
Merrill Lynch May 1995 - July 1997
Education
Johnson County Community College 1995 — 1997
Waddell & Reed Financial Services June 2008 - August 2010
ADP Retirement Plan Services July 2006 - June 2008
H&R Block Financial Advisors June 2004 - July 2006
American Century Investments August 1997 - October 2003
Merrill Lynch May 1995 - July 1997
Education
Johnson County Community College 1995 — 1997
Jon D Johnson Jon D Johnson's Waddell & Reed Financial Services Experience April 2007 - November 2009
Job Independent Financial Advisor at Signal Securities, Inc
Industry Financial Services
Experience
Signal Securities, Inc January 2010 - Present
JJ Advisors Services, Inc January 2001 - January 2010
Waddell & Reed Financial Services April 2007 - November 2009
Bear Tracks, Inc November 2000 - December 2005
IGT January 1990 - April 2004
Skills
Strategic Financial..., Investments, Estate Planning, Qualified Retirement..., Retirement Planning, Retirement, Investment Strategies, Small Business, Mutual Funds, Insurance, Asset Allocation, Budgets, Financial Education, Asset Management, Finance
Education
College for Financial Planning 2011 — 2011
AAMS®, Accredited Asset Managment Specialist
College for Financial Planning 2009 — 2011
CMFC®, Chartered Mutual Fund Counselor
Electronic Technical Institute 1986 — 1989
AA, Electronic Communications
Colorado School of Mines 1985 — 1989
EE - Electrical Engineering
Signal Securities, Inc January 2010 - Present
JJ Advisors Services, Inc January 2001 - January 2010
Waddell & Reed Financial Services April 2007 - November 2009
Bear Tracks, Inc November 2000 - December 2005
IGT January 1990 - April 2004
Skills
Strategic Financial..., Investments, Estate Planning, Qualified Retirement..., Retirement Planning, Retirement, Investment Strategies, Small Business, Mutual Funds, Insurance, Asset Allocation, Budgets, Financial Education, Asset Management, Finance
Education
College for Financial Planning 2011 — 2011
AAMS®, Accredited Asset Managment Specialist
College for Financial Planning 2009 — 2011
CMFC®, Chartered Mutual Fund Counselor
Electronic Technical Institute 1986 — 1989
AA, Electronic Communications
Colorado School of Mines 1985 — 1989
EE - Electrical Engineering
Marc Posegay Marc Posegay's Waddell & Reed Financial Services Experience February 2009 - July 2009
Job Financial Services Professional
Industry Financial Services
Experience
AXA Advisors September 2008 - November 2009
Waddell & Reed Financial Services February 2009 - July 2009
Education
Penn State University
Economics
Lehigh University - College of Business and Economics
MBA- Finance
AXA Advisors September 2008 - November 2009
Waddell & Reed Financial Services February 2009 - July 2009
Education
Penn State University
Economics
Lehigh University - College of Business and Economics
MBA- Finance
Sherri-Ann Jones Sherri-Ann Jones's Waddell & Reed Financial Services Experience May 2008 - November 2009
Job Registered Nurse / RN
Industry Hospital & Health Care
Experience
Lake Norman Regional Medical Center March 2013 - September 2013
Duke University Health System January 2013 - February 2013
Mission Memorial Hospital/RN Network October 2012 - January 2013
Sonoma Valley Hospital June 2012 - September 2012
Kaiser Permanente July 2011 - February 2012
Valley Healthcare Systems December 2009 - July 2011
NorthBay Healthcare May 2010 - July 2010
Supplemental Health Care May 2009 - November 2009
Waddell & Reed Financial Services May 2008 - November 2009
United States Air Force January 2003 - May 2008
Skills
Nursing, BLS, ACLS, TNCC, ENPC, PALS, AED, IV, Registered Nurses, Emergency Medicine, Level 2 & 3, Cardiac Monitoring, First Responder, Medical/Surgical, Inpatient, Bariatric Surgery, Outpatient Surgery, Nursing Documentation, Computers, Epic Systems, Cerner, Health Connect, McKesson PACS, Customer Satisfaction, Mental Health Treatment, Crisis Stabilization, Psychopathology, Clinic Management, Acute Rehabilitation, Orthopedic..., Medication..., Medication..., PICC lines, Hospitals
Education
Case Western Reserve University 1990 — 1994
Bachelor of Nursing, Registered Nursing/Registered Nurse
Lake Norman Regional Medical Center March 2013 - September 2013
Duke University Health System January 2013 - February 2013
Mission Memorial Hospital/RN Network October 2012 - January 2013
Sonoma Valley Hospital June 2012 - September 2012
Kaiser Permanente July 2011 - February 2012
Valley Healthcare Systems December 2009 - July 2011
NorthBay Healthcare May 2010 - July 2010
Supplemental Health Care May 2009 - November 2009
Waddell & Reed Financial Services May 2008 - November 2009
United States Air Force January 2003 - May 2008
Skills
Nursing, BLS, ACLS, TNCC, ENPC, PALS, AED, IV, Registered Nurses, Emergency Medicine, Level 2 & 3, Cardiac Monitoring, First Responder, Medical/Surgical, Inpatient, Bariatric Surgery, Outpatient Surgery, Nursing Documentation, Computers, Epic Systems, Cerner, Health Connect, McKesson PACS, Customer Satisfaction, Mental Health Treatment, Crisis Stabilization, Psychopathology, Clinic Management, Acute Rehabilitation, Orthopedic..., Medication..., Medication..., PICC lines, Hospitals
Education
Case Western Reserve University 1990 — 1994
Bachelor of Nursing, Registered Nursing/Registered Nurse
John R Hutcherson, CFP John R Hutcherson, CFP's Waddell & Reed Financial Services Experience September 1983 - September 1985
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. October 1985 - Present
Fredericksburg Morning Rotary June 2011 - June 2012
Waddell & Reed Financial Services September 1983 - September 1985
Regional Mental Health Complex September 1972 - November 1981
Education
University of Maryland College Park 1970 — 1972
PhD, Human Development
Florida State University 1965 — 1967
MSW, Social Work
Allegheny College 1961 — 1965
BA, Sociology
Aurora High School 1957 — 1961
Ameriprise Financial Services, Inc. October 1985 - Present
Fredericksburg Morning Rotary June 2011 - June 2012
Waddell & Reed Financial Services September 1983 - September 1985
Regional Mental Health Complex September 1972 - November 1981
Education
University of Maryland College Park 1970 — 1972
PhD, Human Development
Florida State University 1965 — 1967
MSW, Social Work
Allegheny College 1961 — 1965
BA, Sociology
Aurora High School 1957 — 1961
Juan Alonzo Juan Alonzo's Waddell & Reed Financial Services Experience 1999 - 2008
Job Advisor at Summit Point Financial Group
Industry Financial Services
Experience
Summit Pointe Financial Group October 2012 - Present
Raymore Chamber of Commerce 2012 - December 2014
BNI - Referrals Unlimited 2010 - September 2013
BNI-KC 2010 - 2013
Belton Chamber of Commerce 2008 - 2012
City of Raymore, Missouri April 2002 - December 2011
MidAmerican Regional Council 2003 - 2011
Waddell & Reed 1999 - 2008
Waddell & Reed Financial Services 1999 - 2008
Waddell & Reed June 1998 - July 1999
Education
Webster University 1993 — 1994
MA, Computer Resources and Information Systems Management
MidAmerica Nazarene University 1992 — 1993
BA, Human Resources Management
Texas A&M University 1970 — 1974
None, Business Management
Summit Pointe Financial Group October 2012 - Present
Raymore Chamber of Commerce 2012 - December 2014
BNI - Referrals Unlimited 2010 - September 2013
BNI-KC 2010 - 2013
Belton Chamber of Commerce 2008 - 2012
City of Raymore, Missouri April 2002 - December 2011
MidAmerican Regional Council 2003 - 2011
Waddell & Reed 1999 - 2008
Waddell & Reed Financial Services 1999 - 2008
Waddell & Reed June 1998 - July 1999
Education
Webster University 1993 — 1994
MA, Computer Resources and Information Systems Management
MidAmerica Nazarene University 1992 — 1993
BA, Human Resources Management
Texas A&M University 1970 — 1974
None, Business Management
Farobag Homi Cooper Farobag Homi Cooper's Waddell & Reed Financial Services Experience October 2007 - March 2008
Job Feeonly Consultant, Investment Counsel, Instructor and Public Speaker
Industry Management Consulting
Experience
Concierge Consulting January 2000 - Present
Chicago Philharmonia Orchestra September 1984 - Present
Waddell & Reed Financial Services October 2007 - March 2008
MetLife September 1996 - April 2004
University of Chicago Professional Instrumental Music Series September 1989 - June 2002
Skills
Labor Relations, Strategic Financial..., Investments, Estate Planning, Tax, Charities, Modern Portfolio Theory, Retirement Planning, Securities, Wealth Management, Investment Advisory, Financial Advisory, Fixed Annuities, Financial Analysis, Insurance, Disability Insurance, Mutual Funds, Asset Allocation, Business Planning, Financial Services, Risk Management, Management, Alternative Investments, Small Business, Investment Banking, Capital Markets, Investment Management, Managerial Finance, Finance, Analysis, Due Diligence, Financial Risk, Portfolio Management, Asset Management, Music Production, Musicians, Financial Planning
Education
The University of Chicago
American College 1997 — 1999
ChFC, CLU
Eastman School of Music 1975 — 1980
B. M.
University of Rochester 1975 — 1980
B.A.
Concierge Consulting January 2000 - Present
Chicago Philharmonia Orchestra September 1984 - Present
Waddell & Reed Financial Services October 2007 - March 2008
MetLife September 1996 - April 2004
University of Chicago Professional Instrumental Music Series September 1989 - June 2002
Skills
Labor Relations, Strategic Financial..., Investments, Estate Planning, Tax, Charities, Modern Portfolio Theory, Retirement Planning, Securities, Wealth Management, Investment Advisory, Financial Advisory, Fixed Annuities, Financial Analysis, Insurance, Disability Insurance, Mutual Funds, Asset Allocation, Business Planning, Financial Services, Risk Management, Management, Alternative Investments, Small Business, Investment Banking, Capital Markets, Investment Management, Managerial Finance, Finance, Analysis, Due Diligence, Financial Risk, Portfolio Management, Asset Management, Music Production, Musicians, Financial Planning
Education
The University of Chicago
American College 1997 — 1999
ChFC, CLU
Eastman School of Music 1975 — 1980
B. M.
University of Rochester 1975 — 1980
B.A.
Christopher Anastasi Christopher Anastasi's Waddell & Reed Financial Services Experience 1995 - 1997
Job Registered Nurse at Duke Raleigh Hospital
Industry Hospital & Health Care
Experience
Duke Raleigh Hospital July 2012 - Present
Fidelity Investments September 2007 - February 2010
State Street Bank 2005 - 2007
Sun Life Financial August 1999 - November 2005
Waddell & Reed Financial Services 1995 - 1997
Skills
Business Analysis, Software Documentation, Analysis, Leadership, Portfolio Management, Project Planning
Education
Duke University School of Nursing 2011 — 2012
Bachelor of Science in Nursing, Registered Nursing/Registered Nurse, 3.66
Northeastern University - Graduate School of Business Administration 1993 — 1994
Master of Business Administration (MBA), 3.54
Wentworth Institute of Technology 1988 — 1992
BS, Construction Management, 3.91
Massasoit Community College 1986 — 1988
AS, HVAC Design, 3.34
Duke Raleigh Hospital July 2012 - Present
Fidelity Investments September 2007 - February 2010
State Street Bank 2005 - 2007
Sun Life Financial August 1999 - November 2005
Waddell & Reed Financial Services 1995 - 1997
Skills
Business Analysis, Software Documentation, Analysis, Leadership, Portfolio Management, Project Planning
Education
Duke University School of Nursing 2011 — 2012
Bachelor of Science in Nursing, Registered Nursing/Registered Nurse, 3.66
Northeastern University - Graduate School of Business Administration 1993 — 1994
Master of Business Administration (MBA), 3.54
Wentworth Institute of Technology 1988 — 1992
BS, Construction Management, 3.91
Massasoit Community College 1986 — 1988
AS, HVAC Design, 3.34
Eric Hirschfield Eric Hirschfield's Waddell & Reed Financial Services Experience 2003 - 2008
Job Production Scheduler at Guardian Industries
Industry Management Consulting
Experience
Guardian Industries February 2013 - Present
Cambridge Investment Research June 2011 - May 2012
Strongtower Financial 2008 - June 2011
Waddell & Reed Financial Services 2003 - 2008
Applied Materials, Inc. 1997 - 1998
USS Arkansas 1993 - 1997
Skills
Investments, Finance, Strategic Financial..., Strategic Planning, Insurance, Financial Analysis, Risk Management, Process Improvement, Budget, Needs Analysis, Business Planning, Management, Training, Operations Management, Analysis, Customer Service, Leadership, Budgets, Strategy, Public Speaking, Project Management
Education
California State University-Fresno 2001 — 2003
Bachelor's degree, Business Administration & Entrepreneurship
Fresno City College 1999 — 2001
Associate's degree
Guardian Industries February 2013 - Present
Cambridge Investment Research June 2011 - May 2012
Strongtower Financial 2008 - June 2011
Waddell & Reed Financial Services 2003 - 2008
Applied Materials, Inc. 1997 - 1998
USS Arkansas 1993 - 1997
Skills
Investments, Finance, Strategic Financial..., Strategic Planning, Insurance, Financial Analysis, Risk Management, Process Improvement, Budget, Needs Analysis, Business Planning, Management, Training, Operations Management, Analysis, Customer Service, Leadership, Budgets, Strategy, Public Speaking, Project Management
Education
California State University-Fresno 2001 — 2003
Bachelor's degree, Business Administration & Entrepreneurship
Fresno City College 1999 — 2001
Associate's degree
Amanda Pratt Amanda Pratt's Waddell & Reed Financial Services Experience December 2007 - December 2008
Job Agency Manager
Industry Insurance
Experience
Hometown Insurance Agency May 2015 - Present
Champion Insurance Solutions May 2015 - Present
Champion Insurance Group May 2014 - March 2015
American Family Insurance May 2009 - April 2014
Waddell & Reed Financial Services December 2007 - December 2008
Waddell & Reed April 2007 - November 2007
Vangent, Inc. March 2006 - April 2007
Skills
Customer Service, Administration, PowerPoint, Word, Scheduling, Excel, Microsoft Office, Customer Relations, Hiring, Administrative Support, Insurance, Outlook, Editing, Typing, Writing, Spreadsheets, Social Media, Interviewing, Administrative..., Process Scheduler, Microsoft Excel, Sales Management, Sales, System Administration, Microsoft Word, Term Life Insurance, Commercial Insurance, Interviews
Education
Lubbock Christian University 2001 — 2005
Humanities
Hometown Insurance Agency May 2015 - Present
Champion Insurance Solutions May 2015 - Present
Champion Insurance Group May 2014 - March 2015
American Family Insurance May 2009 - April 2014
Waddell & Reed Financial Services December 2007 - December 2008
Waddell & Reed April 2007 - November 2007
Vangent, Inc. March 2006 - April 2007
Skills
Customer Service, Administration, PowerPoint, Word, Scheduling, Excel, Microsoft Office, Customer Relations, Hiring, Administrative Support, Insurance, Outlook, Editing, Typing, Writing, Spreadsheets, Social Media, Interviewing, Administrative..., Process Scheduler, Microsoft Excel, Sales Management, Sales, System Administration, Microsoft Word, Term Life Insurance, Commercial Insurance, Interviews
Education
Lubbock Christian University 2001 — 2005
Humanities
John Kaiser Jr., CFP® John Kaiser Jr., CFP®'s Waddell & Reed Financial Services Experience February 2009 - February 2010
Job Financial Planner
Industry Financial Services
Experience
Burke Financial Strategies June 2014 - Present
FCG Advisors, LLC June 2010 - May 2014
Waddell & Reed Financial Services February 2009 - February 2010
The Ayco Company LP June 1999 - November 2008
Carpenters Pension Fund of Philadelphia & Vicinity November 1991 - May 1999
Skills
Series 7, Hedge Funds, Employee Benefits, Mutual Funds, Portfolio Management, Equities, Securities, Financial Modeling, Asset Management, Strategic Financial..., Finance, Wealth Management, Financial Accounting, Financial Analysis, Investments, Financial Planning
Education
Philadelphia University 1995 — 1998
Master of Business Administration, Finance
Drexel University 1986 — 1991
Bachelor of Science, Accounting
Holy Ghost 1982 — 1986
Burke Financial Strategies June 2014 - Present
FCG Advisors, LLC June 2010 - May 2014
Waddell & Reed Financial Services February 2009 - February 2010
The Ayco Company LP June 1999 - November 2008
Carpenters Pension Fund of Philadelphia & Vicinity November 1991 - May 1999
Skills
Series 7, Hedge Funds, Employee Benefits, Mutual Funds, Portfolio Management, Equities, Securities, Financial Modeling, Asset Management, Strategic Financial..., Finance, Wealth Management, Financial Accounting, Financial Analysis, Investments, Financial Planning
Education
Philadelphia University 1995 — 1998
Master of Business Administration, Finance
Drexel University 1986 — 1991
Bachelor of Science, Accounting
Holy Ghost 1982 — 1986
Jerry Therrel Jerry Therrel's Waddell & Reed Financial Services Experience November 2009 - April 2010
Job Investment Specialist at Merrill Lynch
Industry Financial Services
Experience
PNC Investments July 2012 - Present
PNC April 2010 - July 2012
Waddell & Reed Financial Services November 2009 - April 2010
Berry College June 2009 - December 2009
Berry College October 2007 - June 2009
Mountain Graphics May 2003 - August 2007
Skills
Investments, Business Strategy, Strategic Financial..., Accounting, Asset Allocation, Banking, Estate Planning, Finance, Financial Planning, Financial Services, Leadership, Microsoft Excel, PowerPoint, Public Speaking, Retirement Planning, Risk Management, Sales Management
Education
Berry College 2005 — 2009
BS, Accounting
Berry College - Campbell School of Business 2005 — 2009
BS, Accounting
PNC Investments July 2012 - Present
PNC April 2010 - July 2012
Waddell & Reed Financial Services November 2009 - April 2010
Berry College June 2009 - December 2009
Berry College October 2007 - June 2009
Mountain Graphics May 2003 - August 2007
Skills
Investments, Business Strategy, Strategic Financial..., Accounting, Asset Allocation, Banking, Estate Planning, Finance, Financial Planning, Financial Services, Leadership, Microsoft Excel, PowerPoint, Public Speaking, Retirement Planning, Risk Management, Sales Management
Education
Berry College 2005 — 2009
BS, Accounting
Berry College - Campbell School of Business 2005 — 2009
BS, Accounting
Glen Franchi Glen Franchi's Waddell & Reed Financial Services Experience February 2009 - September 2009
Job Account Manager at Wheels, Inc.
Industry Financial Services
Experience
Wheels, Inc. January 2015 - Present
Zacks Investment Research October 2012 - October 2014
Zecco Trading February 2012 - August 2012
Zacks Wealth Management July 2010 - February 2012
Waddell & Reed Financial Services February 2009 - September 2009
UGA - Marketing Agency June 2008 - November 2008
First Investors Financial Services December 2006 - September 2007
Ingram Micro May 2004 - August 2006
M1 Distribution May 2004 - August 2005
Skills
Investments, Finance, Corporate Finance, Wealth Management, Risk Management, Mutual Funds, Financial Services, Trading, Options, Series 63, Financial Markets, Analysis, Valuation
Education
Northern Illinois University 2004 — 2008
Bachelors, Finance
Northern Illinois University 2004 — 2008
B.A. Degree, Finance; Financial Accounting, Statistics
St. Francis 2000 — 2004
St. Michaels
Wheels, Inc. January 2015 - Present
Zacks Investment Research October 2012 - October 2014
Zecco Trading February 2012 - August 2012
Zacks Wealth Management July 2010 - February 2012
Waddell & Reed Financial Services February 2009 - September 2009
UGA - Marketing Agency June 2008 - November 2008
First Investors Financial Services December 2006 - September 2007
Ingram Micro May 2004 - August 2006
M1 Distribution May 2004 - August 2005
Skills
Investments, Finance, Corporate Finance, Wealth Management, Risk Management, Mutual Funds, Financial Services, Trading, Options, Series 63, Financial Markets, Analysis, Valuation
Education
Northern Illinois University 2004 — 2008
Bachelors, Finance
Northern Illinois University 2004 — 2008
B.A. Degree, Finance; Financial Accounting, Statistics
St. Francis 2000 — 2004
St. Michaels
Ismael Cifuentes, MBA Ismael Cifuentes, MBA's Waddell & Reed Financial Services Experience May 2006 - October 2006
Job Senior Business Analyst
Industry Management Consulting
Experience
Rokk3r Labs September 2014 - Present
HBIF of Florida, Inc. August 2012 - Present
Independent January 2009 - August 2012
Protiviti, Inc August 2007 - November 2008
Washington State University - International Center February 2007 - July 2007
Waddell & Reed Financial Services May 2006 - October 2006
Washington State University/Total LandCare July 2005 - August 2005
Skills
Financial Analysis, Budgeting, Excel, SOX, Compliance, Access, PowerPoint, Internal Controls, Business Process, Spanish, Business Planning, Risk Management, Financial Reporting, Accounting, International Business, Strategic Planning, Business Analysis, Business Strategy, Financial Planning, International Trade, Customer Relations, Financial Modeling, Auditing, Forecasting, English, Marketing Strategy, Corporate Finance, Analysis, Data Analysis, Investments, Market Research, Financial Management, Team Leadership, Planning, Negotiation, Management Consulting, Internal Audit, Microsoft Office, Risk, Business Management, Administration, Process Improvement, Teamwork, Entrepreneurship, Business Process..., Word, Problem Solving, Valuation, Microfinance, Strategy
Education
Florida International University 2012 — 2014
Master of Business Administration (M.B.A.), Finance, General
Washington State University 2002 — 2006
Bachelors, Finance, International Business
Rokk3r Labs September 2014 - Present
HBIF of Florida, Inc. August 2012 - Present
Independent January 2009 - August 2012
Protiviti, Inc August 2007 - November 2008
Washington State University - International Center February 2007 - July 2007
Waddell & Reed Financial Services May 2006 - October 2006
Washington State University/Total LandCare July 2005 - August 2005
Skills
Financial Analysis, Budgeting, Excel, SOX, Compliance, Access, PowerPoint, Internal Controls, Business Process, Spanish, Business Planning, Risk Management, Financial Reporting, Accounting, International Business, Strategic Planning, Business Analysis, Business Strategy, Financial Planning, International Trade, Customer Relations, Financial Modeling, Auditing, Forecasting, English, Marketing Strategy, Corporate Finance, Analysis, Data Analysis, Investments, Market Research, Financial Management, Team Leadership, Planning, Negotiation, Management Consulting, Internal Audit, Microsoft Office, Risk, Business Management, Administration, Process Improvement, Teamwork, Entrepreneurship, Business Process..., Word, Problem Solving, Valuation, Microfinance, Strategy
Education
Florida International University 2012 — 2014
Master of Business Administration (M.B.A.), Finance, General
Washington State University 2002 — 2006
Bachelors, Finance, International Business
Amy Menhart's Waddell & Reed Financial Services Experience May 2007 - August 2007
Job Senior Team Accountant at Brookfield Global Relocation Services
Industry Accounting
Experience
Brookfield Global Relocation Services October 2012 - Present
U.S. House of Representatives May 2008 - July 2012
Waddell & Reed Financial Services May 2007 - August 2007
Carol Harris Staffing May 2006 - August 2006
Carol Harris Staffing May 2005 - August 2005
Skills
Microsoft Office, FileMaker, Microsoft Excel, Outlook, Access, Federal Government, Problem Solving, Highly self-motivated, Close Attention to..., Organizational..., PeopleSoft Financial, Finmart, Crystal Reports, Committed to..., Customer Service, Management, Policy, Public Speaking, Sales
Education
Indiana University of Pennsylvania 2004 — 2008
Bachelor of Arts (B.A.), Economics/ Business Administration, 3.62
Burrell High School 2000 — 2004
High School Diploma
Brookfield Global Relocation Services October 2012 - Present
U.S. House of Representatives May 2008 - July 2012
Waddell & Reed Financial Services May 2007 - August 2007
Carol Harris Staffing May 2006 - August 2006
Carol Harris Staffing May 2005 - August 2005
Skills
Microsoft Office, FileMaker, Microsoft Excel, Outlook, Access, Federal Government, Problem Solving, Highly self-motivated, Close Attention to..., Organizational..., PeopleSoft Financial, Finmart, Crystal Reports, Committed to..., Customer Service, Management, Policy, Public Speaking, Sales
Education
Indiana University of Pennsylvania 2004 — 2008
Bachelor of Arts (B.A.), Economics/ Business Administration, 3.62
Burrell High School 2000 — 2004
High School Diploma
Rhianna Campbell Rhianna Campbell's Waddell & Reed Financial Services Experience 2005 - 2006
Job Chief Operating Officer at Nest DC
Industry Real Estate
Experience
Nest DC May 2013 - Present
Nest DC November 2011 - May 2013
Genetic Alliance September 2010 - August 2012
Nest DC March 2010 - November 2011
Genetic Alliance March 2009 - August 2010
Genetic Alliance January 2008 - March 2009
AIG Retirement Services June 2006 - May 2008
Waddell & Reed Financial Services 2005 - 2006
A Money Matter Mortgage December 2004 - August 2005
The Lasik Vision Institute January 2002 - February 2005
Skills
Operations Management, Human Relations, Financial Planning, Mentoring, Strategic Financial..., Managerial Finance, Financial Analysis, Strategic Planning, Budget, Microsoft Excel, Project Management, PowerPoint, Economics, Real Estate, Marketing Strategy, Fundraising, Budgets, Nonprofits, Marketing, Customer Service, Negotiation, Market Research, Management, Training, Research, Microsoft Office
Education
The Johns Hopkins University - Carey Business School 2012 — 2013
MBA, Global Business
Howard University 2002 — 2006
Bachelors, Economics
Springbrook High School 1994 — 1998
Diploma, Pre med
Nest DC May 2013 - Present
Nest DC November 2011 - May 2013
Genetic Alliance September 2010 - August 2012
Nest DC March 2010 - November 2011
Genetic Alliance March 2009 - August 2010
Genetic Alliance January 2008 - March 2009
AIG Retirement Services June 2006 - May 2008
Waddell & Reed Financial Services 2005 - 2006
A Money Matter Mortgage December 2004 - August 2005
The Lasik Vision Institute January 2002 - February 2005
Skills
Operations Management, Human Relations, Financial Planning, Mentoring, Strategic Financial..., Managerial Finance, Financial Analysis, Strategic Planning, Budget, Microsoft Excel, Project Management, PowerPoint, Economics, Real Estate, Marketing Strategy, Fundraising, Budgets, Nonprofits, Marketing, Customer Service, Negotiation, Market Research, Management, Training, Research, Microsoft Office
Education
The Johns Hopkins University - Carey Business School 2012 — 2013
MBA, Global Business
Howard University 2002 — 2006
Bachelors, Economics
Springbrook High School 1994 — 1998
Diploma, Pre med
Dawn Anthony's Waddell & Reed Financial Services Experience August 1998 - January 2009
Job Owner at Dawn Anthony Tax & Accounting Services
Industry Accounting
Experience
Dawn Anthony Tax & Accounting Services October 2011 - Present
Anthony Money Management and Accounting Services, LLC August 2010 - Present
H&R Block January 2006 - April 2010
Waddell & Reed Financial Services August 1998 - January 2009
Waddell & Reed July 1995 - August 1998
Skills
Accounting, Tax Preparation, QuickBooks, Payroll, Tax, Bookkeeping, Tax Returns, Management, Cash Management, Finance, Small Business, Corporate Tax, Financial Analysis, Financial Statements, General Ledger, Insurance, Microsoft Excel
Education
Indiana University-Purdue University at Indianapolis 1979 — 1981
Accounting
Maplewoods Community College 1978 — 1979
Accounting
Dawn Anthony Tax & Accounting Services October 2011 - Present
Anthony Money Management and Accounting Services, LLC August 2010 - Present
H&R Block January 2006 - April 2010
Waddell & Reed Financial Services August 1998 - January 2009
Waddell & Reed July 1995 - August 1998
Skills
Accounting, Tax Preparation, QuickBooks, Payroll, Tax, Bookkeeping, Tax Returns, Management, Cash Management, Finance, Small Business, Corporate Tax, Financial Analysis, Financial Statements, General Ledger, Insurance, Microsoft Excel
Education
Indiana University-Purdue University at Indianapolis 1979 — 1981
Accounting
Maplewoods Community College 1978 — 1979
Accounting
Brandon Brooke's Waddell & Reed Financial Services Experience February 2001 - November 2005
Job
Industry Financial Services
Experience
MassMutual Financial Group October 2010 - Present
New York Life Insurance Company December 2005 - October 2010
Waddell & Reed Financial Services February 2001 - November 2005
Skills
Retirement Planning, Investments, Financial Services, Wealth Management, Finance, Sales, Portfolio Management, Financial Risk, Insurance, 401k, Life Insurance, Disability Insurance, Securities, Retirement, Financial Advisory, Series 63, Fixed Annuities, Strategic Financial...
Education
Menlo College 1996 — 2000
Bachelor of Science (BS)
Nevada Union High School 1992 — 1996
MassMutual Financial Group October 2010 - Present
New York Life Insurance Company December 2005 - October 2010
Waddell & Reed Financial Services February 2001 - November 2005
Skills
Retirement Planning, Investments, Financial Services, Wealth Management, Finance, Sales, Portfolio Management, Financial Risk, Insurance, 401k, Life Insurance, Disability Insurance, Securities, Retirement, Financial Advisory, Series 63, Fixed Annuities, Strategic Financial...
Education
Menlo College 1996 — 2000
Bachelor of Science (BS)
Nevada Union High School 1992 — 1996
Brian Praschan RFC, AWMA® Brian Praschan RFC, AWMA®'s Waddell & Reed Financial Services Experience February 2008 - November 2010
Job Insurance Representative at DFG Insurance
Industry Insurance
Experience
Springfield Track Club May 2014 - Present
DFG Insurance March 2012 - Present
Pinnacle Family Advisors, LLC November 2010 - March 2012
Waddell & Reed Financial Services February 2008 - November 2010
Evangel University May 2006 - May 2008
Skills
Insurance, Disability Insurance, Long Term Care Insurance, Small Business, Life Insurance, Term Life Insurance, Employee Benefits
Education
The College for Financial Planning 2009 — 2009
Accredited Wealth Management Advisor, Financial Planning
International Assocation of Registered Financial Consultants 2007 — 2009
Registered Financial Consultant, Financial Planning
Kaplan University 2007 — 2009
Certificate in Financial Planning, Financial Planning
Evangel University 2003 — 2006
B.S. Social Science, History
Springfield Track Club May 2014 - Present
DFG Insurance March 2012 - Present
Pinnacle Family Advisors, LLC November 2010 - March 2012
Waddell & Reed Financial Services February 2008 - November 2010
Evangel University May 2006 - May 2008
Skills
Insurance, Disability Insurance, Long Term Care Insurance, Small Business, Life Insurance, Term Life Insurance, Employee Benefits
Education
The College for Financial Planning 2009 — 2009
Accredited Wealth Management Advisor, Financial Planning
International Assocation of Registered Financial Consultants 2007 — 2009
Registered Financial Consultant, Financial Planning
Kaplan University 2007 — 2009
Certificate in Financial Planning, Financial Planning
Evangel University 2003 — 2006
B.S. Social Science, History
Michael Cidor Michael Cidor's Waddell & Reed Financial Services Experience August 2006 - December 2008
Job Senior District Executive at Boy Scouts of America French Creek Council
Industry Nonprofit Organization Management
Experience
Boy Scouts of America - French Creek Council February 2009 - Present
Waddell & Reed Financial Services August 2006 - December 2008
Edward Jones September 2005 - April 2006
Clearfield Hospital September 2004 - August 2005
Boy Scouts of America - Allegheny Highlands Council August 2000 - August 2004
Boy Scouts of America - Allegheny Highlands Council June 1997 - August 2000
Skills
Volunteer Management, Fundraising, Event Management, Non-profits, Grant Writing, Public Speaking, Annual Giving, Event Planning, Community Outreach, Volunteer Recruiting, Program Development, Philanthropy, Leadership Development, Volunteering, Budgets, Board Development, Public Relations, Strategic Planning, Grants, Customer Service, Team Building, Marketing, Research, Policy, Social Media, Leadership, Community Development, Non-profit..., Staff Development, Government, Proposal Writing, Management, Recruiting, Volunteer Training, Training, Organizational..., Nonprofits
Education
Indiana University of Pennsylvania 1994 — 1997
BA, Biology
West Virginia University 1992 — 1994
Biology
Boy Scouts of America - French Creek Council February 2009 - Present
Waddell & Reed Financial Services August 2006 - December 2008
Edward Jones September 2005 - April 2006
Clearfield Hospital September 2004 - August 2005
Boy Scouts of America - Allegheny Highlands Council August 2000 - August 2004
Boy Scouts of America - Allegheny Highlands Council June 1997 - August 2000
Skills
Volunteer Management, Fundraising, Event Management, Non-profits, Grant Writing, Public Speaking, Annual Giving, Event Planning, Community Outreach, Volunteer Recruiting, Program Development, Philanthropy, Leadership Development, Volunteering, Budgets, Board Development, Public Relations, Strategic Planning, Grants, Customer Service, Team Building, Marketing, Research, Policy, Social Media, Leadership, Community Development, Non-profit..., Staff Development, Government, Proposal Writing, Management, Recruiting, Volunteer Training, Training, Organizational..., Nonprofits
Education
Indiana University of Pennsylvania 1994 — 1997
BA, Biology
West Virginia University 1992 — 1994
Biology
Donald Fox, MBA's Waddell & Reed Financial Services Experience February 2011 - Present
Job Channel Consultant at Waddell & Reed Financial Services
Industry Information Services
Experience
Waddell & Reed Financial Services February 2011 - Present
Cummins Engine Company April 2010 - February 2011
CenturyLink May 2006 - October 2009
EMBARQ May 2006 - October 2009
Sprint Nextel January 1988 - May 2006
Sprint January 1999 - January 2003
Sprint January 1996 - January 1999
Sprint January 1992 - January 1996
Sprint January 1990 - January 1992
Sprint January 1988 - January 1990
Skills
PeopleSoft, Access, Business Intelligence, Project Management, SQL, Windows 7, ERP, Analysis, Databases, Oracle, Analytics, Finance, Management, Data Warehousing, Leadership
Education
Rockhurst University 2015 — 2015
Certificate, Data Science
Keller Grad School of Management 2003 — 2009
Masters of Business Administration (MBA), Finance, General
The University of Kansas 1981 — 1986
Bachelors, Communications Studies
Indiana University Bloomington 1978 — 1979
Public and Environmental Affairs
Waddell & Reed Financial Services February 2011 - Present
Cummins Engine Company April 2010 - February 2011
CenturyLink May 2006 - October 2009
EMBARQ May 2006 - October 2009
Sprint Nextel January 1988 - May 2006
Sprint January 1999 - January 2003
Sprint January 1996 - January 1999
Sprint January 1992 - January 1996
Sprint January 1990 - January 1992
Sprint January 1988 - January 1990
Skills
PeopleSoft, Access, Business Intelligence, Project Management, SQL, Windows 7, ERP, Analysis, Databases, Oracle, Analytics, Finance, Management, Data Warehousing, Leadership
Education
Rockhurst University 2015 — 2015
Certificate, Data Science
Keller Grad School of Management 2003 — 2009
Masters of Business Administration (MBA), Finance, General
The University of Kansas 1981 — 1986
Bachelors, Communications Studies
Indiana University Bloomington 1978 — 1979
Public and Environmental Affairs
Harlan Dunn Harlan Dunn's Waddell & Reed Financial Services Experience February 1992 - January 2010
Job Board member at Vista Chamber of Commerce
Industry Insurance
Experience
HD Insurance Services January 2010 - Present
Vista Chamber of Commerce June 2005 - Present
Waddell & Reed Financial Services February 1992 - January 2010
Advanced Office Concepts 1985 - 1991
Education
California State University-Long Beach 1973 — 1975
BS, Business Administration
HD Insurance Services January 2010 - Present
Vista Chamber of Commerce June 2005 - Present
Waddell & Reed Financial Services February 1992 - January 2010
Advanced Office Concepts 1985 - 1991
Education
California State University-Long Beach 1973 — 1975
BS, Business Administration
Bob Chetty Bob Chetty's Waddell & Reed Financial Services Experience January 1991 - November 1991
Job Specialist at Carlisle & Gallagher Consulting Group
Industry Financial Services
Experience
Carlisle & Gallagher Consulting Group November 2014 - July 2015
Charlotte Works (formerly ProNet Charlotte) September 2009 - October 2014
Bank of America December 2009 - November 2010
Bank of America October 2005 - February 2009
PFPC February 2005 - September 2005
Bank of America February 2001 - January 2005
Nationwide - Nationwide Advisory Services, Inc. February 1998 - May 2000
BISYS Fund Services November 1991 - February 1998
Waddell & Reed Financial Services January 1991 - November 1991
Skills
Operational Risk..., New Process..., Process Improvement, Process Management, Process Mapping, Process Development, Mutual Funds, Transfer Agency, Separately Managed..., Business Continuity, Disaster Recovery, Disaster Preparedness, Vendor Management, Business Analysis, Information Security..., Information Protection, Business Support, Operations Support, Compliance Oversight, Procedure Development, Procedure Creation, Procedure Manuals, Procedure Design, Procedure Analysis, Procedure Review, Policy Analysis, Policy Writing, Process Simulation, Leadership, Business Process Mapping, Emergency Management, Operational Support, Business Process, Portfolio Management, Management, Analysis, Financial Services
Education
Denison University 1986 — 1990
Bachelor of Arts
University of North Carolina at Charlotte 2013 — 2013
Business Process Management Certificate
Kimball Union Academy - Meriden, NH 1985 — 1986
Milford Area Senior High (MASH) - Milford, NH
Carlisle & Gallagher Consulting Group November 2014 - July 2015
Charlotte Works (formerly ProNet Charlotte) September 2009 - October 2014
Bank of America December 2009 - November 2010
Bank of America October 2005 - February 2009
PFPC February 2005 - September 2005
Bank of America February 2001 - January 2005
Nationwide - Nationwide Advisory Services, Inc. February 1998 - May 2000
BISYS Fund Services November 1991 - February 1998
Waddell & Reed Financial Services January 1991 - November 1991
Skills
Operational Risk..., New Process..., Process Improvement, Process Management, Process Mapping, Process Development, Mutual Funds, Transfer Agency, Separately Managed..., Business Continuity, Disaster Recovery, Disaster Preparedness, Vendor Management, Business Analysis, Information Security..., Information Protection, Business Support, Operations Support, Compliance Oversight, Procedure Development, Procedure Creation, Procedure Manuals, Procedure Design, Procedure Analysis, Procedure Review, Policy Analysis, Policy Writing, Process Simulation, Leadership, Business Process Mapping, Emergency Management, Operational Support, Business Process, Portfolio Management, Management, Analysis, Financial Services
Education
Denison University 1986 — 1990
Bachelor of Arts
University of North Carolina at Charlotte 2013 — 2013
Business Process Management Certificate
Kimball Union Academy - Meriden, NH 1985 — 1986
Milford Area Senior High (MASH) - Milford, NH
Mark Levin Mark Levin's Waddell & Reed Financial Services Experience September 1998 - June 2001
Job College Funding Consultant at Secure Your College
Industry Financial Services
Experience
Secure Your College August 2014 - Present
Secure Your World April 2010 - Present
Lincoln Financial Advisors April 2009 - April 2010
Legend Equities April 2007 - April 2009
Raymond James August 2004 - March 2007
Allstate Financial June 2001 - June 2004
Waddell & Reed Financial Services September 1998 - June 2001
Skills
Financial Planning, Retirement Income..., Long-term Care, Disability Insurance, Estate Planning, Asset Protection, Maximizing Group..., Retirement Planning, Strategic Financial..., Tax, Retirement, Long Term Care Insurance, Term Life Insurance, Health Insurance, Series 7, Whole Life, Insurance, Investments, Mutual Funds, Financial Advisory, Wealth Management, Small Business, Investment Strategies, IRAs, Employee Benefits, Income Protection, Financial Planners, 401k, Pensions, Wealth, Wealth Accumulation, Fixed Annuities, Universal Life, Asset Allocation, Wealth Management..., Life Insurance, Finance, Roth IRA, Financial Services, Variable Annuities
Education
American University 1974 — 1977
BA, Government and Public Administation
Mather Highschool 1970 — 1974
HS Diploma, General Studies
Secure Your College August 2014 - Present
Secure Your World April 2010 - Present
Lincoln Financial Advisors April 2009 - April 2010
Legend Equities April 2007 - April 2009
Raymond James August 2004 - March 2007
Allstate Financial June 2001 - June 2004
Waddell & Reed Financial Services September 1998 - June 2001
Skills
Financial Planning, Retirement Income..., Long-term Care, Disability Insurance, Estate Planning, Asset Protection, Maximizing Group..., Retirement Planning, Strategic Financial..., Tax, Retirement, Long Term Care Insurance, Term Life Insurance, Health Insurance, Series 7, Whole Life, Insurance, Investments, Mutual Funds, Financial Advisory, Wealth Management, Small Business, Investment Strategies, IRAs, Employee Benefits, Income Protection, Financial Planners, 401k, Pensions, Wealth, Wealth Accumulation, Fixed Annuities, Universal Life, Asset Allocation, Wealth Management..., Life Insurance, Finance, Roth IRA, Financial Services, Variable Annuities
Education
American University 1974 — 1977
BA, Government and Public Administation
Mather Highschool 1970 — 1974
HS Diploma, General Studies
Bill Borth Bill Borth's Waddell & Reed Financial Services Experience April 2005 - September 2008
Job Mfg Engineering Assistant
Industry Machinery
Experience
Aerotek/UniCarriers Americas July 2013 - Present
Edward Jones December 2009 - January 2011
Waddell & Reed Financial Services April 2005 - September 2008
Holiday Inn Hotel & Suites March 2002 - March 2005
Skills
Financial Planning, Finance, Leadership, Small Business, Management, Insurance, Managerial Finance, Investments, Wealth Management, Information Technology, Accounting, Data Analysis
Education
Northern Illinois University 1999 — 2004
Management, Business
Aerotek/UniCarriers Americas July 2013 - Present
Edward Jones December 2009 - January 2011
Waddell & Reed Financial Services April 2005 - September 2008
Holiday Inn Hotel & Suites March 2002 - March 2005
Skills
Financial Planning, Finance, Leadership, Small Business, Management, Insurance, Managerial Finance, Investments, Wealth Management, Information Technology, Accounting, Data Analysis
Education
Northern Illinois University 1999 — 2004
Management, Business
Josh Reynolds's Waddell & Reed Financial Services Experience September 2005 - April 2007
Job General Manager at Braum's
Industry Consumer Services
Experience
Braum's July 2014 - Present
Farmers Insurance January 2014 - July 2014
Baron Carpet Cleaning January 2010 - June 2014
Braum's August 2012 - January 2014
Perfection Pools June 2009 - November 2009
Wichita Metro Chamber of Commerce January 2006 - June 2009
Ultra Modern Pool & Patio April 2007 - December 2008
Waddell & Reed Financial Services September 2005 - April 2007
Skills
Water Damage, Carpet Cleaning, Customer Service, Upholstery, Residential Homes, Carpet, Small Business, Ductwork, Leadership, Marketing, Restoration, Sales, Selling, Team Building, Time Management, Management, Social Media, Strategic Planning, Social Networking, Training, Public Speaking, Marketing Strategy, Sales Management
Education
Anderson University 2000 — 2001
B.S., Organizational Leadership
Braum's July 2014 - Present
Farmers Insurance January 2014 - July 2014
Baron Carpet Cleaning January 2010 - June 2014
Braum's August 2012 - January 2014
Perfection Pools June 2009 - November 2009
Wichita Metro Chamber of Commerce January 2006 - June 2009
Ultra Modern Pool & Patio April 2007 - December 2008
Waddell & Reed Financial Services September 2005 - April 2007
Skills
Water Damage, Carpet Cleaning, Customer Service, Upholstery, Residential Homes, Carpet, Small Business, Ductwork, Leadership, Marketing, Restoration, Sales, Selling, Team Building, Time Management, Management, Social Media, Strategic Planning, Social Networking, Training, Public Speaking, Marketing Strategy, Sales Management
Education
Anderson University 2000 — 2001
B.S., Organizational Leadership
Heather Steinke Heather Steinke's Waddell & Reed Financial Services Experience September 2013 - June 2014
Job Student Baker College
Industry Higher Education
Experience
Baker College December 2012 - Present
Waddell & Reed Financial Services September 2013 - June 2014
Bohning Company, Ltd. April 2007 - February 2012
Skills
Shipping, Social Media, Social Media Marketing, Sales, Management, Project Coordination, Microsoft Excel, Microsoft Word, Office Management, Office Administration, Business Strategy, Business Analysis, Inventory Management, Customer Service, EDI, Computers, Spreadsheets, Payroll, Accounts Payable, Accounts Receivable, Account Reconciliation, Lean Manufacturing, Teamwork, Budgets, Microsoft Office, PowerPoint
Education
Baker College of Cadillac 2010 — 2012
Associate's degree, Business Management
Marion High School 1991 — 1995
High School Diploma, Honor Graduate
Baker College December 2012 - Present
Waddell & Reed Financial Services September 2013 - June 2014
Bohning Company, Ltd. April 2007 - February 2012
Skills
Shipping, Social Media, Social Media Marketing, Sales, Management, Project Coordination, Microsoft Excel, Microsoft Word, Office Management, Office Administration, Business Strategy, Business Analysis, Inventory Management, Customer Service, EDI, Computers, Spreadsheets, Payroll, Accounts Payable, Accounts Receivable, Account Reconciliation, Lean Manufacturing, Teamwork, Budgets, Microsoft Office, PowerPoint
Education
Baker College of Cadillac 2010 — 2012
Associate's degree, Business Management
Marion High School 1991 — 1995
High School Diploma, Honor Graduate
John Mirabito's Waddell & Reed Financial Services Experience January 2001 - February 2007
Job President at Mirabito Management
Industry Financial Services
Experience
Mirabito Management June 2015 - Present
GrapesWine November 2014 - Present
Guardian Life September 2012 - Present
MetLife February 2007 - September 2012
Waddell & Reed Financial Services January 2001 - February 2007
Orange Board of Education August 1994 - August 2006
Johnson & Higgins Group September 1990 - August 1994
Aetna Casualty and Surety May 1986 - September 1990
Skills
Possess excellent..., Accomplished musician..., Successful and..., Experienced sales..., Retirement Planning, Cash Flow, Process Planning, Fixed Annuities, Life Insurance, Insurance, FINRA, Finance, Retirement, Strategic Financial..., Series 6, Wealth Management, Mutual Funds, Disability Insurance, Long-term Care, Financial Advisory, Estate Planning, Investments, College Savings Plans, Sales, Securities, Series 7, Series 63, 401k, Asset Allocation, Financial Planning
Education
Sacred Heart University 1993 — 1995
M.A., Education
Fairfield University 1982 — 1986
B.S., Finance
Mirabito Management June 2015 - Present
GrapesWine November 2014 - Present
Guardian Life September 2012 - Present
MetLife February 2007 - September 2012
Waddell & Reed Financial Services January 2001 - February 2007
Orange Board of Education August 1994 - August 2006
Johnson & Higgins Group September 1990 - August 1994
Aetna Casualty and Surety May 1986 - September 1990
Skills
Possess excellent..., Accomplished musician..., Successful and..., Experienced sales..., Retirement Planning, Cash Flow, Process Planning, Fixed Annuities, Life Insurance, Insurance, FINRA, Finance, Retirement, Strategic Financial..., Series 6, Wealth Management, Mutual Funds, Disability Insurance, Long-term Care, Financial Advisory, Estate Planning, Investments, College Savings Plans, Sales, Securities, Series 7, Series 63, 401k, Asset Allocation, Financial Planning
Education
Sacred Heart University 1993 — 1995
M.A., Education
Fairfield University 1982 — 1986
B.S., Finance
Shantay Jackson's Waddell & Reed Financial Services Experience July 2007 - January 2009
Job Expertise in Criminal Justice/Initiator/Innovator/Strong DecisionMaker/Remarkable TeamPlayer.
Industry Government Administration
Experience
Shelby County Government February 2011 - Present
Shelby County Government 2010 - 2015
Shelby County Pretrial Services January 2010 - February 2011
Trustmark Bank January 2009 - December 2009
Waddell & Reed Financial Services July 2007 - January 2009
Shelby County Pretrial Services December 1999 - August 2005
Skills
Criminal Justice,..., Strong verbal and..., Effective Communication..., Good analytical skills,..., Display time management..., Possesses the ability..., Microsoft Office Suite:...
Education
University of Tennessee 2013 — 2014
Certified, Public Administration, 4.0
University of Phoenix 2005 — 2007
Master of Business Administration (M.B.A.), Management, 3.96
The University of Memphis 1995 — 1998
Bachelor of Arts (B.A.), Criminal Justice
Delta State University 1991 — 1994
Criminal Justice
East Side High School 1987 — 1991
General Studies, 3.95
Shelby County Government February 2011 - Present
Shelby County Government 2010 - 2015
Shelby County Pretrial Services January 2010 - February 2011
Trustmark Bank January 2009 - December 2009
Waddell & Reed Financial Services July 2007 - January 2009
Shelby County Pretrial Services December 1999 - August 2005
Skills
Criminal Justice,..., Strong verbal and..., Effective Communication..., Good analytical skills,..., Display time management..., Possesses the ability..., Microsoft Office Suite:...
Education
University of Tennessee 2013 — 2014
Certified, Public Administration, 4.0
University of Phoenix 2005 — 2007
Master of Business Administration (M.B.A.), Management, 3.96
The University of Memphis 1995 — 1998
Bachelor of Arts (B.A.), Criminal Justice
Delta State University 1991 — 1994
Criminal Justice
East Side High School 1987 — 1991
General Studies, 3.95
James Wareham's Waddell & Reed Financial Services Experience April 2011 - June 2014
Job Skilled Analyst ◆ Tech Lead ◆ Author Procedural Documentation ► Creatively Improving Processes and Resolving Problems
Industry Information Technology and Services
Experience
UnitedLex Corporation June 2014 - Present
Waddell & Reed Financial Services April 2011 - June 2014
Analytical Consultant for Real Estate, Restaurant & Hospitality Organizations May 2008 - April 2011
Embarq May 2006 - May 2008
Sprint Nextel January 2000 - January 2006
Skills
Process Improvement, Management, Leadership, Public Speaking, Human Resources, Team Building, Budgets, Analysis, Business Analysis, Sales, Sales Management, Finance, Retail, Databases, Software Documentation, Strategic Planning, Team Leadership, Data Analysis, Training, Coaching, Account Management, Change Management, Customer Service, Project Management, Payroll, Insurance, Access, Visio, SQL, Vendor Management, Forecasting, Risk Management, SDLC, Call Centers, Project Planning, Inventory Management, Program Management, Business Development, Recruiting
Education
Baker University 2011 — 2013
Master of Business Administration (MBA), Business Administration and Management, General, 3.8 GPA
Baker University 2008 — 2010
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General, 3.8 GPA
UnitedLex Corporation June 2014 - Present
Waddell & Reed Financial Services April 2011 - June 2014
Analytical Consultant for Real Estate, Restaurant & Hospitality Organizations May 2008 - April 2011
Embarq May 2006 - May 2008
Sprint Nextel January 2000 - January 2006
Skills
Process Improvement, Management, Leadership, Public Speaking, Human Resources, Team Building, Budgets, Analysis, Business Analysis, Sales, Sales Management, Finance, Retail, Databases, Software Documentation, Strategic Planning, Team Leadership, Data Analysis, Training, Coaching, Account Management, Change Management, Customer Service, Project Management, Payroll, Insurance, Access, Visio, SQL, Vendor Management, Forecasting, Risk Management, SDLC, Call Centers, Project Planning, Inventory Management, Program Management, Business Development, Recruiting
Education
Baker University 2011 — 2013
Master of Business Administration (MBA), Business Administration and Management, General, 3.8 GPA
Baker University 2008 — 2010
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General, 3.8 GPA
Jesus A. (Jay) Soto, LUTCF Jesus A. (Jay) Soto, LUTCF's Waddell & Reed Financial Services Experience May 2012 - May 2014
Job Financial Advisor at CUNA Mutual Group / CUNA brokerage Services, Inc.
Industry Financial Services
Experience
BancWest Investment Services May 2014 - July 2015
Waddell & Reed - Financial Services May 2012 - May 2014
New York Life Insurance Company / NYLife Securities LLC November 1999 - June 2012
Education
Baruch College, City University of New York (CUNY)
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services / Philosophy
American College of Financial Planning
LUTCF -Life Underwriter Training Council Fellow, LUTCF- The program was designed to help advisors offer more comprehensive financial advice., NA
BancWest Investment Services May 2014 - July 2015
Waddell & Reed - Financial Services May 2012 - May 2014
New York Life Insurance Company / NYLife Securities LLC November 1999 - June 2012
Education
Baruch College, City University of New York (CUNY)
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services / Philosophy
American College of Financial Planning
LUTCF -Life Underwriter Training Council Fellow, LUTCF- The program was designed to help advisors offer more comprehensive financial advice., NA
Alex Siller Alex Siller's Waddell & Reed Financial Services Experience May 2012 - May 2013
Job Financial Consultant at Hantz Financial
Industry Financial Services
Experience
Hantz Financial September 2013 - Present
Waddell & Reed Financial Services May 2012 - May 2013
MSU Greenline October 2010 - October 2011
Skills
Series 7, Series 66, Wealth Management, Investment Advisory, Risk Management, Asset Management, Property & Casualty..., Life Insurance, Long Term Care Insurance, Health Insurance, Variable Products, Executive Benefit..., Business Planning
Education
Michigan State University 2008 — 2012
Bachelor's degree, Economics
Brother Rice High School 2004 — 2008
College Prep
Hantz Financial September 2013 - Present
Waddell & Reed Financial Services May 2012 - May 2013
MSU Greenline October 2010 - October 2011
Skills
Series 7, Series 66, Wealth Management, Investment Advisory, Risk Management, Asset Management, Property & Casualty..., Life Insurance, Long Term Care Insurance, Health Insurance, Variable Products, Executive Benefit..., Business Planning
Education
Michigan State University 2008 — 2012
Bachelor's degree, Economics
Brother Rice High School 2004 — 2008
College Prep
Ovanes Ovanesian Ovanes Ovanesian's Waddell & Reed Financial Services Experience May 2011 - May 2013
Job Unit Coordinator at California Pacific Medical Center
Industry Hospital & Health Care
Experience
California Pacific Medical Center February 2014 - Present
Waddell & Reed Financial Services May 2011 - May 2013
Bank of America Merrill Lynch September 2010 - February 2011
Lee Hecht Harrison November 2008 - August 2010
Skills
Healthcare, Hospitals, Clinical Research, Healthcare Information..., EMR, Patient Safety, Nursing, HIPAA, Healthcare Management, Medicine
Education
Academy of Art University 1997 — 2001
Bachelor's degree , Computer Art/New Media
California Pacific Medical Center February 2014 - Present
Waddell & Reed Financial Services May 2011 - May 2013
Bank of America Merrill Lynch September 2010 - February 2011
Lee Hecht Harrison November 2008 - August 2010
Skills
Healthcare, Hospitals, Clinical Research, Healthcare Information..., EMR, Patient Safety, Nursing, HIPAA, Healthcare Management, Medicine
Education
Academy of Art University 1997 — 2001
Bachelor's degree , Computer Art/New Media
Renata Shuklaper's Waddell & Reed Financial Services Experience August 2005 - August 2008
Job Research & Product Specialist at Gragg Advertising
Industry Marketing and Advertising
Experience
Gragg Advertising- Agency January 2012 - Present
Gragg Advertising- Agency January 2012 - Present
Sunrise Senior Living August 2008 - January 2012
Mission Critical Supplies June 2011 - November 2011
Waddell & Reed Financial Services August 2005 - August 2008
Jo-Ann Stores, Inc. October 2000 - 2006
Skills
Organizing, Typing, Computer Literate, Event Management, Photoshop, Promotions, Microsoft Office, Scheduling, Social Networking, Process Scheduler, Marketing, Social Media, Press Releases, Public Relations, Sales, Management, B2B, Blogging, Marketing Strategy, Customer Service
Education
University of Missouri-Kansas City 2008 — 2010
Bachelor of Arts & Sciences Degree, Communication Studies with an emphasis in Interpersonal & Public Communications
Johnson County Community College 2001 — 2005
Undergraduate Studies
Gragg Advertising- Agency January 2012 - Present
Gragg Advertising- Agency January 2012 - Present
Sunrise Senior Living August 2008 - January 2012
Mission Critical Supplies June 2011 - November 2011
Waddell & Reed Financial Services August 2005 - August 2008
Jo-Ann Stores, Inc. October 2000 - 2006
Skills
Organizing, Typing, Computer Literate, Event Management, Photoshop, Promotions, Microsoft Office, Scheduling, Social Networking, Process Scheduler, Marketing, Social Media, Press Releases, Public Relations, Sales, Management, B2B, Blogging, Marketing Strategy, Customer Service
Education
University of Missouri-Kansas City 2008 — 2010
Bachelor of Arts & Sciences Degree, Communication Studies with an emphasis in Interpersonal & Public Communications
Johnson County Community College 2001 — 2005
Undergraduate Studies
Lisa Cargill, APR Lisa Cargill, APR's Waddell & Reed Financial Services Experience January 2001 - July 2001
Job Senior Account Director at Desautel Hege Communications
Industry Public Relations and Communications
Experience
Desautel Hege Communications April 2013 - Present
Desautel Hege Communications April 2003 - Present
B.J. Communications June 2002 - September 2002
A.G. Edwards & Sons, Inc. July 2001 - June 2002
Waddell & Reed Financial Services January 2001 - July 2001
Skills
Brand Management, Copywriting, Editing, Media Relations, Web Content, Press Releases, Crisis Communications, Strategic Communications, Newsletters, Public Relations, Internal Communications, Marketing Strategy, Event Management, Community Outreach, Corporate Communications, Marketing Communications, Marketing
Education
Eastern Washington University 2000 — 2003
BS, Journalism with PR emphasis, Minor in Technical Writing
Desautel Hege Communications April 2013 - Present
Desautel Hege Communications April 2003 - Present
B.J. Communications June 2002 - September 2002
A.G. Edwards & Sons, Inc. July 2001 - June 2002
Waddell & Reed Financial Services January 2001 - July 2001
Skills
Brand Management, Copywriting, Editing, Media Relations, Web Content, Press Releases, Crisis Communications, Strategic Communications, Newsletters, Public Relations, Internal Communications, Marketing Strategy, Event Management, Community Outreach, Corporate Communications, Marketing Communications, Marketing
Education
Eastern Washington University 2000 — 2003
BS, Journalism with PR emphasis, Minor in Technical Writing
Susan G. Davis Susan G. Davis's Waddell & Reed Financial Services Experience February 1999 - June 2006
Job Investment Operations Assistant at The Saint Paul Foundation
Industry Accounting
Experience
Minnesota Philanthropy Partners August 2011 - Present
Wisconsin Indianhead Technical College - New Richmond Campus February 2010 - May 2011
Focus Financial Network, Inc. January 2008 - April 2009
Waddell & Reed, Inc. April 2002 - January 2008
Waddell & Reed Financial Services February 1999 - June 2006
J.T. Miller Company, Inc. 1997 - 1999
Skills
Microsoft Excel, Microsoft Word, Microsoft Publisher, Microsoft PowerPoint, Quickbooks, Customer Relations, QuickBooks, PowerPoint, Customer Service, Time Management, Marketing, Accounting, Management
Education
Wisconsin Indianhead Technical College 2009 — 2010
Associates Degree, Accounting
Gustavus Adolphus College
Bachlors of Arts, Education
Minnesota Philanthropy Partners August 2011 - Present
Wisconsin Indianhead Technical College - New Richmond Campus February 2010 - May 2011
Focus Financial Network, Inc. January 2008 - April 2009
Waddell & Reed, Inc. April 2002 - January 2008
Waddell & Reed Financial Services February 1999 - June 2006
J.T. Miller Company, Inc. 1997 - 1999
Skills
Microsoft Excel, Microsoft Word, Microsoft Publisher, Microsoft PowerPoint, Quickbooks, Customer Relations, QuickBooks, PowerPoint, Customer Service, Time Management, Marketing, Accounting, Management
Education
Wisconsin Indianhead Technical College 2009 — 2010
Associates Degree, Accounting
Gustavus Adolphus College
Bachlors of Arts, Education
Christopher Humting Christopher Humting's Waddell & Reed Financial Services Experience October 2002 - April 2004
Job Product Manager at TLC Electronics Inc.
Industry Logistics and Supply Chain
Experience
TLC Electronics Inc. March 2013 - Present
Arrow Electronics June 2005 - March 2013
Chimes – IT Vendor Management Co February 2005 - June 2005
OCI – Odyssey Commercial Interiors April 2004 - February 2005
Waddell & Reed Financial Services October 2002 - April 2004
Aquent (formerly Renaissance Worldwide, Inc) December 1999 - August 2002
Skills
Inventory Management, Cross-functional Team..., Supply Chain Management, Supply Chain, Public Speaking, Applicant Tracking..., Product Lifecycle..., Key Account Management, Real Estate, Competitive Analysis
Education
Minnesota State University, Mankato 1996 — 1999
Bachelor of Science (B.S.), Human Resources Management/Personnel Administration, General
TLC Electronics Inc. March 2013 - Present
Arrow Electronics June 2005 - March 2013
Chimes – IT Vendor Management Co February 2005 - June 2005
OCI – Odyssey Commercial Interiors April 2004 - February 2005
Waddell & Reed Financial Services October 2002 - April 2004
Aquent (formerly Renaissance Worldwide, Inc) December 1999 - August 2002
Skills
Inventory Management, Cross-functional Team..., Supply Chain Management, Supply Chain, Public Speaking, Applicant Tracking..., Product Lifecycle..., Key Account Management, Real Estate, Competitive Analysis
Education
Minnesota State University, Mankato 1996 — 1999
Bachelor of Science (B.S.), Human Resources Management/Personnel Administration, General
Paul McDonald Paul McDonald's Waddell & Reed Financial Services Experience August 2009 - December 2010
Job Sales Application Analyst
Industry Transportation/Trucking/Railroad
Experience
YRC Freight April 2012 - Present
Toastmasters International July 2015 - Present
Toastmasters International July 2014 - Present
Toastmasters International July 2013 - June 2014
Petermann LTD August 2011 - April 2012
Missouri Gas Energy December 2010 - January 2011
Waddell & Reed Financial Services August 2009 - December 2010
Scryer Analytics, LLC May 2009 - December 2010
HBW Insurance and Financial Services June 2005 - August 2009
PRA International June 2007 - April 2009
Skills
Leadership, Analysis, Business Analysis, SAS, Training, Program Management, Public Speaking, Project Management, Data Analysis, Management, Analytics, Team Leadership, Integration, CRM, Marketing, Strategic Financial..., Process Improvement, Forecasting, Finance, Consulting, Motivational Speaking, SQL, Sales, Data Mining, Business Intelligence, Transportation, Databases, Risk Management, Access, Time Management, Strategic Planning, Requirements Analysis, Team Building, Customer Service, Business Process..., Software Documentation, Statistics, Special needs, Coaching, Statistical Programming, Portfolio Management, Parliamentary Procedure, Strategy, Leadership Development, Mentoring, Public Relations, Nonprofits
Education
Keller Graduate School of Management of DeVry University 1994 — 1997
MBA, Finance
Southwestern College 1991 — 1991
BA, Physics
Kansas State University 1988 — 1990
Cloud County Community College 1987 — 1988
Associate's Degree, Engineering Sciences
YRC Freight April 2012 - Present
Toastmasters International July 2015 - Present
Toastmasters International July 2014 - Present
Toastmasters International July 2013 - June 2014
Petermann LTD August 2011 - April 2012
Missouri Gas Energy December 2010 - January 2011
Waddell & Reed Financial Services August 2009 - December 2010
Scryer Analytics, LLC May 2009 - December 2010
HBW Insurance and Financial Services June 2005 - August 2009
PRA International June 2007 - April 2009
Skills
Leadership, Analysis, Business Analysis, SAS, Training, Program Management, Public Speaking, Project Management, Data Analysis, Management, Analytics, Team Leadership, Integration, CRM, Marketing, Strategic Financial..., Process Improvement, Forecasting, Finance, Consulting, Motivational Speaking, SQL, Sales, Data Mining, Business Intelligence, Transportation, Databases, Risk Management, Access, Time Management, Strategic Planning, Requirements Analysis, Team Building, Customer Service, Business Process..., Software Documentation, Statistics, Special needs, Coaching, Statistical Programming, Portfolio Management, Parliamentary Procedure, Strategy, Leadership Development, Mentoring, Public Relations, Nonprofits
Education
Keller Graduate School of Management of DeVry University 1994 — 1997
MBA, Finance
Southwestern College 1991 — 1991
BA, Physics
Kansas State University 1988 — 1990
Cloud County Community College 1987 — 1988
Associate's Degree, Engineering Sciences
Caitlin Purinai, PHR Caitlin Purinai, PHR's Waddell & Reed Financial Services Experience 2008 - 2008
Job HR Advisor 2 at Quintiles
Industry Human Resources
Experience
Quintiles June 2014 - Present
Quintiles November 2013 - Present
Quintiles April 2013 - Present
Precision Walls, Inc. April 2012 - April 2013
Precision Walls, Inc. July 2009 - April 2012
Headway Corporate Resources May 2009 - July 2009
Wake Education Partnership January 2009 - May 2009
Nuestro Banco April 2009 - April 2009
Waddell & Reed Financial Services 2008 - 2008
Butler University July 2007 - December 2007
Skills
Benefits Administration, Recruiting, 401k, E-Verify, Employee Benefits, Human Resources, Microsoft Office, Process Improvement, Training, Employee Wellness..., Employee Relations, Drug Testing, Background Checks, Service Awards, HR Policies, Corporate Communications, Event Planning, Corporate Events, New Hire Orientations, Interviews
Education
Meredith College 2005 — 2009
BS & BA, Business Administration and Spanish
Universidad Nacional de Cuyo
Quintiles June 2014 - Present
Quintiles November 2013 - Present
Quintiles April 2013 - Present
Precision Walls, Inc. April 2012 - April 2013
Precision Walls, Inc. July 2009 - April 2012
Headway Corporate Resources May 2009 - July 2009
Wake Education Partnership January 2009 - May 2009
Nuestro Banco April 2009 - April 2009
Waddell & Reed Financial Services 2008 - 2008
Butler University July 2007 - December 2007
Skills
Benefits Administration, Recruiting, 401k, E-Verify, Employee Benefits, Human Resources, Microsoft Office, Process Improvement, Training, Employee Wellness..., Employee Relations, Drug Testing, Background Checks, Service Awards, HR Policies, Corporate Communications, Event Planning, Corporate Events, New Hire Orientations, Interviews
Education
Meredith College 2005 — 2009
BS & BA, Business Administration and Spanish
Universidad Nacional de Cuyo
Jeri Somers's Waddell & Reed Financial Services Experience January 1992 - December 1992
Job Accounts Receivable / Accounts Payable / Credit Officer at Thomas D. Mangelsen, Inc
Industry Accounting
Experience
Thomas D. Mangelsen, Inc July 2014 - Present
Thomas D. Mangelsen, Inc April 1993 - Present
Waddell & Reed Financial Services January 1992 - December 1992
Skills
Microsoft Excel, Microsoft Office, Accounts Receivable, Microsoft Word, Sales Management, Outlook, Process Improvement, Leadership, Analysis, Team Building
Education
Kansas State University 1987 — 1991
B.S., Biology
Thomas D. Mangelsen, Inc July 2014 - Present
Thomas D. Mangelsen, Inc April 1993 - Present
Waddell & Reed Financial Services January 1992 - December 1992
Skills
Microsoft Excel, Microsoft Office, Accounts Receivable, Microsoft Word, Sales Management, Outlook, Process Improvement, Leadership, Analysis, Team Building
Education
Kansas State University 1987 — 1991
B.S., Biology
Chris Mangus's Waddell & Reed Financial Services Experience 2008 - 2009
Job Resource Manager at Evoke Health
Industry Marketing and Advertising
Experience
Evoke Health January 2014 - Present
Huntsworth Health April 2010 - December 2013
Waddell & Reed Financial Services 2008 - 2009
Skills
Resource Management, Talent Acquisition, Recruiting, Employee Relations, Employee Benefits, Strategic Planning, Applicant Tracking..., Talent Management, Personnel Management, Organizational..., Insurance
Education
Temple University 2006 — 2008
B.B.A., Human Resource Management
Bucks County Community College 2003 — 2005
Pennsbury
Evoke Health January 2014 - Present
Huntsworth Health April 2010 - December 2013
Waddell & Reed Financial Services 2008 - 2009
Skills
Resource Management, Talent Acquisition, Recruiting, Employee Relations, Employee Benefits, Strategic Planning, Applicant Tracking..., Talent Management, Personnel Management, Organizational..., Insurance
Education
Temple University 2006 — 2008
B.B.A., Human Resource Management
Bucks County Community College 2003 — 2005
Pennsbury
Brooke Shidler-Lattz Brooke Shidler-Lattz's Waddell & Reed Financial Services Experience May 2010 - July 2011
Job Underwriter
Industry Insurance
Experience
FM Global March 2014 - Present
Rutgers Business School January 2012 - December 2013
Options Group February 2012 - August 2013
Waddell & Reed July 2011 - December 2011
Waddell & Reed Financial Services May 2010 - July 2011
The Mayfield Group August 2010 - April 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Public Speaking, Customer Service, Research, Marketing, Leadership, Financial Analysis, Facebook, Analysis, Organization, Finance
Education
Rutgers, The State University of New Jersey-Newark 2012 — 2013
Masters in Business Administration, Finance
Florida State University 2008 — 2011
Bachelor of Science, Finance
FM Global March 2014 - Present
Rutgers Business School January 2012 - December 2013
Options Group February 2012 - August 2013
Waddell & Reed July 2011 - December 2011
Waddell & Reed Financial Services May 2010 - July 2011
The Mayfield Group August 2010 - April 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Public Speaking, Customer Service, Research, Marketing, Leadership, Financial Analysis, Facebook, Analysis, Organization, Finance
Education
Rutgers, The State University of New Jersey-Newark 2012 — 2013
Masters in Business Administration, Finance
Florida State University 2008 — 2011
Bachelor of Science, Finance
Eric Farber, CMA Eric Farber, CMA's Waddell & Reed Financial Services Experience September 2006 - February 2007
Job Senior Consultant at Elliott Davis Decosimo
Industry Financial Services
Experience
Elliott Davis Decosimo December 2012 - Present
Nelson Mullins March 2012 - September 2012
US Army February 2007 - May 2011
Waddell & Reed Financial Services September 2006 - February 2007
Skills
Excel, Solver, Pivot Tables, Financial Forecasting, Financial Analysis, Financial Modeling, Capital Budgeting, Business Valuation, Sensitivity Analysis, Macro, VBA, PowerPoint, Microsoft Applications, Word, Outlook, Cost Accounting, FX Hedging, Lean Six Sigma, Corporate Finance, Portfolio Optimization, Derivatives, Real Options, SQL, Aderant, Microsoft Excel, Microsoft Word, Data Analysis, Leadership, Forecasting, Access, Accounting, Analysis, Finance, Management, Microsoft Office
Education
Nova Southeastern University 2010 — 2012
Master in Business Administration, Finance
Central Michigan University 2003 — 2005
Bachelor of Science in Business Administration, Organization Administration
Elliott Davis Decosimo December 2012 - Present
Nelson Mullins March 2012 - September 2012
US Army February 2007 - May 2011
Waddell & Reed Financial Services September 2006 - February 2007
Skills
Excel, Solver, Pivot Tables, Financial Forecasting, Financial Analysis, Financial Modeling, Capital Budgeting, Business Valuation, Sensitivity Analysis, Macro, VBA, PowerPoint, Microsoft Applications, Word, Outlook, Cost Accounting, FX Hedging, Lean Six Sigma, Corporate Finance, Portfolio Optimization, Derivatives, Real Options, SQL, Aderant, Microsoft Excel, Microsoft Word, Data Analysis, Leadership, Forecasting, Access, Accounting, Analysis, Finance, Management, Microsoft Office
Education
Nova Southeastern University 2010 — 2012
Master in Business Administration, Finance
Central Michigan University 2003 — 2005
Bachelor of Science in Business Administration, Organization Administration
Cynthia Austin's Waddell & Reed Financial Services Experience February 2006 - August 2006
Job Experienced in charitable giving tools: Donor Advised Funds, Gift Annuities, Charitable Trusts, Revocable Trusts, Stocks
Industry Financial Services
Experience
The Orchard Foundation August 2006 - Present
Waddell & Reed Financial Services February 2006 - August 2006
Christian Retirement Coalition July 2002 - December 2005
Silver Key Center for Seniors August 2001 - July 2002
America West Airlines August 1987 - September 1995
US Army June 1984 - September 1991
Skills
Management, Account Management, Retirement, Team Building, Customer Service, Training, Asset Management, Retirement Planning, Sales Process, Fixed Annuities, Leadership, Small Business, Insurance, Real Estate, Risk Management, Mutual Funds, Recruiting, Public Relations, Public Speaking, Strategic Planning, 401k, Finance, Team Leadership, Estate Planning, Social Media, Asset Managment, Customer Retention, Financial Analysis, Budgets, Leadership Development
Education
CSU - Pueblo 1980 — 1984
Colorado State University-Pueblo 1980 — 1984
Bachelor of Social Work, Social Work
The Orchard Foundation August 2006 - Present
Waddell & Reed Financial Services February 2006 - August 2006
Christian Retirement Coalition July 2002 - December 2005
Silver Key Center for Seniors August 2001 - July 2002
America West Airlines August 1987 - September 1995
US Army June 1984 - September 1991
Skills
Management, Account Management, Retirement, Team Building, Customer Service, Training, Asset Management, Retirement Planning, Sales Process, Fixed Annuities, Leadership, Small Business, Insurance, Real Estate, Risk Management, Mutual Funds, Recruiting, Public Relations, Public Speaking, Strategic Planning, 401k, Finance, Team Leadership, Estate Planning, Social Media, Asset Managment, Customer Retention, Financial Analysis, Budgets, Leadership Development
Education
CSU - Pueblo 1980 — 1984
Colorado State University-Pueblo 1980 — 1984
Bachelor of Social Work, Social Work
Diana Henderson Diana Henderson's Waddell & Reed Financial Services Experience June 1997 - February 2012
Job Experienced Information Technology Manager
Industry Financial Services
Experience
Waddell & Reed Financial Services June 1997 - February 2012
Sprint March 1988 - June 1997
Continental Grain Company December 1975 - March 1988
Skills
Access, Microsoft Office, Data Analysis, Management, Collaborative Problem..., Change Management, Exceptional People..., Software Development..., Organizational..., Organizational..., Manage Client..., Cross-functional Team..., Technical Solution..., Business Analysis, Customer Service, Technical Analysis, Business Process..., Information Technology, Public Speaking, Team Building, Human Resource Planning, Microsoft Excel, Mutual Funds, PowerPoint, Outlook, Insurance, Project Management, Visio, SDLC
Education
Johnson County Community College
Rockhurst University
Waddell & Reed Financial Services June 1997 - February 2012
Sprint March 1988 - June 1997
Continental Grain Company December 1975 - March 1988
Skills
Access, Microsoft Office, Data Analysis, Management, Collaborative Problem..., Change Management, Exceptional People..., Software Development..., Organizational..., Organizational..., Manage Client..., Cross-functional Team..., Technical Solution..., Business Analysis, Customer Service, Technical Analysis, Business Process..., Information Technology, Public Speaking, Team Building, Human Resource Planning, Microsoft Excel, Mutual Funds, PowerPoint, Outlook, Insurance, Project Management, Visio, SDLC
Education
Johnson County Community College
Rockhurst University
Erin Deters Erin Deters's Waddell & Reed Financial Services Experience February 2007 - May 2010
Job Senior Project Manager, Custom Product Development at HarperCollins Christian Publisher
Industry Publishing
Experience
HarperCollins Christian Publisher November 2014 - Present
HarperCollins Christian Publisher December 2011 - November 2014
Zondervan Publishers August 2010 - December 2011
Waddell & Reed Financial Services February 2007 - May 2010
Opportunity International January 2008 - May 2008
Jenison Christian School January 2007 - March 2008
Bosgraaf Greenhouses, Inc. February 2002 - February 2007
Skills
Project Server, Microsoft Excel, Microsoft Word, PowerPoint, Project Management, Sales Operations, Publishing, Leadership
Education
Western Michigan University - Haworth College of Business 2012 — 2016
Master of Business Administration (M.B.A.), Business Administration and Management, General
Calvin College 2006 — 2010
BA Business, Business, Economics
Unity Christian 2002 — 2006
HarperCollins Christian Publisher November 2014 - Present
HarperCollins Christian Publisher December 2011 - November 2014
Zondervan Publishers August 2010 - December 2011
Waddell & Reed Financial Services February 2007 - May 2010
Opportunity International January 2008 - May 2008
Jenison Christian School January 2007 - March 2008
Bosgraaf Greenhouses, Inc. February 2002 - February 2007
Skills
Project Server, Microsoft Excel, Microsoft Word, PowerPoint, Project Management, Sales Operations, Publishing, Leadership
Education
Western Michigan University - Haworth College of Business 2012 — 2016
Master of Business Administration (M.B.A.), Business Administration and Management, General
Calvin College 2006 — 2010
BA Business, Business, Economics
Unity Christian 2002 — 2006
BUFORD HALTON BUFORD HALTON's Waddell & Reed Financial Services Experience January 1991 - January 1999
Job .
Industry Nonprofit Organization Management
Experience
. January 2015 - Present
A.G.B SPORTS FOUNDATION February 2009 - Present
2003- 2006 January 2003 - Present
Bridgepoint education August 2013 - May 2014
2006 -2009 John Hines Mazda March 2006 - 2007
Matrix Direct January 2000 - January 2002
GEICO Direct January 1999 - January 2001
Waddell & Reed Financial Services January 1991 - January 1999
Skills
Sales, Strategic Planning, Training, Leadership, Analysis, Management, Team Building, Recruiting, Program Management, Employee Relations, Human Resources, Customer Service, Coaching, Organizational..., Microsoft Office, Public Speaking, Finance, Nonprofits, Time Management, Budgets, Employee Training, Strategy, Marketing, Competitive Analysis, Policy, Financial Analysis, Social Networking, Insurance, Performance Management, Business Development, Business Strategy, Entrepreneurship, Microsoft Excel, Event Management, Sales Management, Operations Management, Interviews, Social Media Marketing, Public Relations, Contract Negotiation, Talent Acquisition, Change Management, Gym, Leadership Development, Talent Management, Sourcing, Technical Recruiting, Hiring, Cold Calling, Strategic Sales Plans ●...
Education
National University 2009 — 2012
BACHELORS, BUSINESS ADMINISTRATION
The National University 2009 — 2012
Bachelors, Business Administration
The National University 2007 — 2010
Certificate, Human Resource Management
Cal State Fullerton 1989 — 1991
crawford high school
. January 2015 - Present
A.G.B SPORTS FOUNDATION February 2009 - Present
2003- 2006 January 2003 - Present
Bridgepoint education August 2013 - May 2014
2006 -2009 John Hines Mazda March 2006 - 2007
Matrix Direct January 2000 - January 2002
GEICO Direct January 1999 - January 2001
Waddell & Reed Financial Services January 1991 - January 1999
Skills
Sales, Strategic Planning, Training, Leadership, Analysis, Management, Team Building, Recruiting, Program Management, Employee Relations, Human Resources, Customer Service, Coaching, Organizational..., Microsoft Office, Public Speaking, Finance, Nonprofits, Time Management, Budgets, Employee Training, Strategy, Marketing, Competitive Analysis, Policy, Financial Analysis, Social Networking, Insurance, Performance Management, Business Development, Business Strategy, Entrepreneurship, Microsoft Excel, Event Management, Sales Management, Operations Management, Interviews, Social Media Marketing, Public Relations, Contract Negotiation, Talent Acquisition, Change Management, Gym, Leadership Development, Talent Management, Sourcing, Technical Recruiting, Hiring, Cold Calling, Strategic Sales Plans ●...
Education
National University 2009 — 2012
BACHELORS, BUSINESS ADMINISTRATION
The National University 2009 — 2012
Bachelors, Business Administration
The National University 2007 — 2010
Certificate, Human Resource Management
Cal State Fullerton 1989 — 1991
crawford high school
Nik Varbanov Nik Varbanov's Waddell & Reed Financial Services Experience February 2002 - March 2004
Job Consumer Loan Underwriter
Industry Financial Services
Experience
Wells Fargo Bank February 2010 - Present
HSBC Beneficial February 2007 - February 2010
Wells Fargo Bank February 2006 - May 2007
Waddell & Reed Financial Services February 2002 - March 2004
Education
Augsburg College
B.S, International Business and Management Information Systems
Augsburg College
B.S, Accounting
Wells Fargo Bank February 2010 - Present
HSBC Beneficial February 2007 - February 2010
Wells Fargo Bank February 2006 - May 2007
Waddell & Reed Financial Services February 2002 - March 2004
Education
Augsburg College
B.S, International Business and Management Information Systems
Augsburg College
B.S, Accounting
Cameron Horton Cameron Horton's Waddell & Reed Financial Services Experience August 2008 - November 2008
Job Manager Merchant Integrations & Support at StubHub
Industry Information Technology and Services
Experience
StubHub March 2014 - Present
StubHub March 2013 - Present
StubHub December 2009 - May 2013
CenturyLink December 2008 - September 2009
Waddell & Reed Financial Services August 2008 - November 2008
SES, Inc February 2008 - July 2008
H&R Block August 2007 - March 2008
AG Raab Investments August 2007 - March 2008
Fry-Wagner May 2007 - July 2007
H&R Block August 2006 - December 2006
Skills
WCF, ASP.NET, C#, LINQ, XML, TFS, VB.NET, SQL, Entity Framework, CruiseControl, MySQL, Subversion, XAML, PHP, NUnit, SOAP, ActionScript, CVS, STS, Java, Spring MVC, Grails, CXF, AMQP, .NET MVC, Perforce, IIS, T-SQL, Integration
Education
DeVry Institute of Technology 1993 — 1995
Telecommunications Management
Catawba College 1989 — 1990
Technical Theater
StubHub March 2014 - Present
StubHub March 2013 - Present
StubHub December 2009 - May 2013
CenturyLink December 2008 - September 2009
Waddell & Reed Financial Services August 2008 - November 2008
SES, Inc February 2008 - July 2008
H&R Block August 2007 - March 2008
AG Raab Investments August 2007 - March 2008
Fry-Wagner May 2007 - July 2007
H&R Block August 2006 - December 2006
Skills
WCF, ASP.NET, C#, LINQ, XML, TFS, VB.NET, SQL, Entity Framework, CruiseControl, MySQL, Subversion, XAML, PHP, NUnit, SOAP, ActionScript, CVS, STS, Java, Spring MVC, Grails, CXF, AMQP, .NET MVC, Perforce, IIS, T-SQL, Integration
Education
DeVry Institute of Technology 1993 — 1995
Telecommunications Management
Catawba College 1989 — 1990
Technical Theater
Jason Logue's Waddell & Reed Financial Services Experience June 2005 - June 2005
Job Senior Technical Writer at Infor
Industry Information Technology and Services
Experience
Infor September 2011 - Present
PensionGold Retirement Solutions (LRS) January 2007 - September 2011
LRS October 2001 - September 2011
Illinois Department of Transportation November 2005 - August 2007
Hydro-Gear July 2005 - November 2005
Waddell & Reed Financial Services June 2005 - June 2005
Innovative Security Information Services February 2005 - April 2005
American Express Incentive Services October 2004 - October 2004
ACS, a Xerox Company March 2004 - June 2004
Illinois Capital Development Board June 2003 - October 2003
Skills
HTML, Software Documentation, Visio, Content Management, Windows, Team Leadership, Online Help, SharePoint, CSS, Web Applications, Testing, Requirements Analysis, Quality Assurance, Technical Documentation
Education
Eastern Illinois University 1996 — 1999
M.A, English
Asbury College 1992 — 1996
B.A, English
Infor September 2011 - Present
PensionGold Retirement Solutions (LRS) January 2007 - September 2011
LRS October 2001 - September 2011
Illinois Department of Transportation November 2005 - August 2007
Hydro-Gear July 2005 - November 2005
Waddell & Reed Financial Services June 2005 - June 2005
Innovative Security Information Services February 2005 - April 2005
American Express Incentive Services October 2004 - October 2004
ACS, a Xerox Company March 2004 - June 2004
Illinois Capital Development Board June 2003 - October 2003
Skills
HTML, Software Documentation, Visio, Content Management, Windows, Team Leadership, Online Help, SharePoint, CSS, Web Applications, Testing, Requirements Analysis, Quality Assurance, Technical Documentation
Education
Eastern Illinois University 1996 — 1999
M.A, English
Asbury College 1992 — 1996
B.A, English
Don Wehring Don Wehring's Waddell & Reed Financial Services Experience 1999 - 2004
Job Benefit Counselor and Insurance Consultant
Industry Insurance
Experience
Don W. Wehring Co. 2007 - Present
The Ambassador Company June 2003 - July 2007
Waddell & Reed Financial Services 1999 - 2004
American Express Financial Service 1990 - 1995
Salice America March 1987 - August 1989
Huffakers 1975 - 1988
Wehring's Firestone May 1972 - July 1975
Firestone Tire & Rubber Co. January 1966 - May 1972
Skills
Fixed Annuities, Insurance, Health Insurance, Strategic Financial..., Employee Benefits, Wealth Management, Investments, Underwriting, Commercial Insurance, Sales, Financial Advisory, Sales Operations, Whole Life, Retail, Customer Service, Sales Management
Education
Colorado State University 1959 — 1963
Landscape Design and Nursery Management
Texas State University 1964 — 1965
BBA, Business
Don W. Wehring Co. 2007 - Present
The Ambassador Company June 2003 - July 2007
Waddell & Reed Financial Services 1999 - 2004
American Express Financial Service 1990 - 1995
Salice America March 1987 - August 1989
Huffakers 1975 - 1988
Wehring's Firestone May 1972 - July 1975
Firestone Tire & Rubber Co. January 1966 - May 1972
Skills
Fixed Annuities, Insurance, Health Insurance, Strategic Financial..., Employee Benefits, Wealth Management, Investments, Underwriting, Commercial Insurance, Sales, Financial Advisory, Sales Operations, Whole Life, Retail, Customer Service, Sales Management
Education
Colorado State University 1959 — 1963
Landscape Design and Nursery Management
Texas State University 1964 — 1965
BBA, Business
Mark Kozu, COC, CPC Mark Kozu, COC, CPC's Waddell & Reed Financial Services Experience May 2006 - November 2007
Job AAPC Certified Professional Coder
Industry Hospital & Health Care
Experience
Kozu Insurance Services March 2009 - March 2010
AAA Washington December 2007 - March 2009
Waddell & Reed Financial Services May 2006 - November 2007
Quizno's Subs November 1995 - January 2005
Biblesoft October 1992 - June 1996
Skills
Medical Coding, ICD-9, CPT, HCPCS, Physician Coding, Wound Care, Diabetes, Microsoft Excel, Microsoft Word, Medicare, Sales, Medical Terminology, HIPAA, Insurance, Marketing, EMR, Cardiology, Epic Resolute..., E/M coding, Medicaid, Health Insurance, EHR, Medical Records
Education
Highline Community College 2010 — 2010
University of Washington 1972 — 1976
Bachelor of Arts (B.A.), Communication, General
Queen Anne High School 1969 — 1972
Kozu Insurance Services March 2009 - March 2010
AAA Washington December 2007 - March 2009
Waddell & Reed Financial Services May 2006 - November 2007
Quizno's Subs November 1995 - January 2005
Biblesoft October 1992 - June 1996
Skills
Medical Coding, ICD-9, CPT, HCPCS, Physician Coding, Wound Care, Diabetes, Microsoft Excel, Microsoft Word, Medicare, Sales, Medical Terminology, HIPAA, Insurance, Marketing, EMR, Cardiology, Epic Resolute..., E/M coding, Medicaid, Health Insurance, EHR, Medical Records
Education
Highline Community College 2010 — 2010
University of Washington 1972 — 1976
Bachelor of Arts (B.A.), Communication, General
Queen Anne High School 1969 — 1972
Stacy Motsick (Barr) Stacy Motsick (Barr)'s Waddell & Reed Financial Services Experience January 2008 - December 2012
Job Retired
Industry Fund-Raising
Experience
Retired and enjoying time with family June 2015 - Present
Waddell & Reed January 2013 - Present
Waddell & Reed Financial Services January 2008 - December 2012
Waddell & Reed Financial Services January 2007 - December 2007
Waddell & Reed Financial Services January 2004 - January 2007
Waddell & Reed Financial Services April 2002 - January 2004
Waddell & Reed Financial Services November 2000 - April 2002
Gateway November 1999 - November 2000
Quadramed Corporation February 1998 - November 1999
Skills
Mutual Funds, Project Management, Product Management, Marketing Communications, Strategic Communications, Marketing, Marketing Strategy, Marketing Management, Web Content, Training Delivery, Strategic Financial..., Training, Strategy, Management, Account Management, Email Marketing
Education
Baker University 2003 — 2005
MBA, 4.0
Northwest Missouri State University 1991 — 1995
BS, Speech Communications
Retired and enjoying time with family June 2015 - Present
Waddell & Reed January 2013 - Present
Waddell & Reed Financial Services January 2008 - December 2012
Waddell & Reed Financial Services January 2007 - December 2007
Waddell & Reed Financial Services January 2004 - January 2007
Waddell & Reed Financial Services April 2002 - January 2004
Waddell & Reed Financial Services November 2000 - April 2002
Gateway November 1999 - November 2000
Quadramed Corporation February 1998 - November 1999
Skills
Mutual Funds, Project Management, Product Management, Marketing Communications, Strategic Communications, Marketing, Marketing Strategy, Marketing Management, Web Content, Training Delivery, Strategic Financial..., Training, Strategy, Management, Account Management, Email Marketing
Education
Baker University 2003 — 2005
MBA, 4.0
Northwest Missouri State University 1991 — 1995
BS, Speech Communications
Nechama Katan's Waddell & Reed Financial Services Experience November 2006 - August 2009
Job Data Wizard with Personality
Industry Information Technology and Services
Experience
Xerox April 2014 - Present
Nechama Katan Inc (DBA illuminostra) November 2004 - Present
Northwest Permanente (Kaiser) September 2013 - March 2014
Xerox (Contract through Nechama Katan Inc) February 2011 - September 2013
Willamette University Atkinson Graduate School of Management January 2011 - August 2012
Biotronik and IBM (Contract) February 2010 - December 2010
Waddell & Reed Financial Services November 2006 - August 2009
Intel February 1997 - May 2005
Skills
SQL, SharePoint, Perl, Data Analysis, Business Intelligence, Process Improvement, Statistics, Cross-functional Team..., Analytics, Microsoft Excel, Training, Leadership, QlikView, Business Analysis, Strategy, Nonprofits, Public Speaking, Project Management, Strategic Planning, CRM, Marketing, Management, Analysis, Program Management, Team Building, Business Process..., Business Process, Project Planning
Education
Columbia University in the City of New York 1993 — 1995
MA, Statistics
New York University 1991 — 1993
MS, Mathematics
Barnard College 1988 — 1991
BA, Mathematics
Xerox April 2014 - Present
Nechama Katan Inc (DBA illuminostra) November 2004 - Present
Northwest Permanente (Kaiser) September 2013 - March 2014
Xerox (Contract through Nechama Katan Inc) February 2011 - September 2013
Willamette University Atkinson Graduate School of Management January 2011 - August 2012
Biotronik and IBM (Contract) February 2010 - December 2010
Waddell & Reed Financial Services November 2006 - August 2009
Intel February 1997 - May 2005
Skills
SQL, SharePoint, Perl, Data Analysis, Business Intelligence, Process Improvement, Statistics, Cross-functional Team..., Analytics, Microsoft Excel, Training, Leadership, QlikView, Business Analysis, Strategy, Nonprofits, Public Speaking, Project Management, Strategic Planning, CRM, Marketing, Management, Analysis, Program Management, Team Building, Business Process..., Business Process, Project Planning
Education
Columbia University in the City of New York 1993 — 1995
MA, Statistics
New York University 1991 — 1993
MS, Mathematics
Barnard College 1988 — 1991
BA, Mathematics
Amanda Huslig's Waddell & Reed Financial Services Experience May 2007 - June 2008
Job
Industry Human Resources
Experience
Leidos April 2014 - Present
Leidos September 2013 - Present
SAIC June 2008 - September 2013
Waddell & Reed Financial Services May 2007 - June 2008
Alorica, Inc. November 2006 - May 2007
Skills
Human Resources, Recruiting, Applicant Tracking..., Onboarding, College Recruiting, Talent Acquisition, New Hire Orientations, Benefits Administration, Performance Management, Taleo, Technical Recruiting, Employee Relations, Employee Benefits, Talent Management, Sourcing, Internet Recruiting, Outprocessing, HRIS
Education
Kansas State University 2002 — 2007
Bachelor of Science
Leidos April 2014 - Present
Leidos September 2013 - Present
SAIC June 2008 - September 2013
Waddell & Reed Financial Services May 2007 - June 2008
Alorica, Inc. November 2006 - May 2007
Skills
Human Resources, Recruiting, Applicant Tracking..., Onboarding, College Recruiting, Talent Acquisition, New Hire Orientations, Benefits Administration, Performance Management, Taleo, Technical Recruiting, Employee Relations, Employee Benefits, Talent Management, Sourcing, Internet Recruiting, Outprocessing, HRIS
Education
Kansas State University 2002 — 2007
Bachelor of Science
Dianne Woon, CFP®'s Waddell & Reed Financial Services Experience November 2003 - February 2007
Job CFP® & AIF® at Rubicon Financial Partners
Industry Financial Services
Experience
Rubicon Financial Partners February 2007 - Present
Waddell & Reed Financial Services November 2003 - February 2007
Skills
Retirement Planning, Series 7
Education
California State University-Hayward 1989 — 1990
Bachelor's degree, Computer Science and Statistics
Rubicon Financial Partners February 2007 - Present
Waddell & Reed Financial Services November 2003 - February 2007
Skills
Retirement Planning, Series 7
Education
California State University-Hayward 1989 — 1990
Bachelor's degree, Computer Science and Statistics
Scott Warden's Waddell & Reed Financial Services Experience September 2003 - January 2007
Job Finance with Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch October 2013 - Present
Warden Advisor Services November 2012 - September 2013
New York Life Insurance Company November 2010 - October 2012
Warden Advisor Services 2008 - 2010
UBS Global Asset Management December 2007 - June 2008
Merrill Lynch February 2007 - November 2007
Waddell & Reed Financial Services September 2003 - January 2007
Skills
Financial Modeling, Financial Statement..., Valuation Methodologies, Company Valuation, Discounted Cash Flow..., Precedent Transactions..., Comparable Public..., Cash Flow Modeling, Modeled Leveraged..., Pitching Ideas, Debt & Equity Financing, Sell-Side M&A, Investments, Series 7, Series 63, Retirement Planning, Portfolio Management, Asset Managment, Wealth Management, Mutual Funds, Asset Allocation, Investment Advisory, Retirement, Uniform Combined State..., Mergers & Acquisitions, Alternative Investments, Securities, Wealth Management..., Fixed Income, Investment Strategies, Finance, Bonds, Management, Investment Banking, Financial Markets, Financial Analysis, Equities, Due Diligence, Financial Advisory, Financial Services, Risk Management, Financial Planning, Banking, ETFs, Capital Markets
Education
CAIA Association 2015 — 2015
Fundamentals of Alternative Investment Certification Program
Investment Banking Institute 2012 — 2012
Investment Banking, Private Equity and Hedge Funds
Lafayette College 1998 — 2002
Bachelor of Arts (BA), Business & Economics; emphasis on Finance
Central Bucks West H.S. 1995 — 1998
Engineering
Merrill Lynch October 2013 - Present
Warden Advisor Services November 2012 - September 2013
New York Life Insurance Company November 2010 - October 2012
Warden Advisor Services 2008 - 2010
UBS Global Asset Management December 2007 - June 2008
Merrill Lynch February 2007 - November 2007
Waddell & Reed Financial Services September 2003 - January 2007
Skills
Financial Modeling, Financial Statement..., Valuation Methodologies, Company Valuation, Discounted Cash Flow..., Precedent Transactions..., Comparable Public..., Cash Flow Modeling, Modeled Leveraged..., Pitching Ideas, Debt & Equity Financing, Sell-Side M&A, Investments, Series 7, Series 63, Retirement Planning, Portfolio Management, Asset Managment, Wealth Management, Mutual Funds, Asset Allocation, Investment Advisory, Retirement, Uniform Combined State..., Mergers & Acquisitions, Alternative Investments, Securities, Wealth Management..., Fixed Income, Investment Strategies, Finance, Bonds, Management, Investment Banking, Financial Markets, Financial Analysis, Equities, Due Diligence, Financial Advisory, Financial Services, Risk Management, Financial Planning, Banking, ETFs, Capital Markets
Education
CAIA Association 2015 — 2015
Fundamentals of Alternative Investment Certification Program
Investment Banking Institute 2012 — 2012
Investment Banking, Private Equity and Hedge Funds
Lafayette College 1998 — 2002
Bachelor of Arts (BA), Business & Economics; emphasis on Finance
Central Bucks West H.S. 1995 — 1998
Engineering
Alok Bhaskar , PMP's Waddell & Reed Financial Services Experience September 2003 - December 2008
Job Enterprise CRM/ ERP/ EPM Professional
Industry Transportation/Trucking/Railroad
Experience
A Transportation/Trucking/Railroad/Logictics Industry January 2009 - Present
Waddell & Reed Financial Services September 2003 - December 2008
Immedient Corporation - Now part of BT INS (British Telecom Global Services) August 2000 - August 2003
CyberTech Systems Inc April 1998 - August 2000
Ingersoll- Rand April 1988 - April 1998
Skills
Project Management, Business Intelligence, Process Improvement, Integration, ERP, Cross-functional Team..., CRM, Siebel, Business Analysis, MS Project, OBIEE, Oracle, Business Process, Enterprise Architecture, Analytics, Software Development, Management, Program Management, Team Management, Requirements Gathering, Data Warehousing, SDLC, Software Project..., Requirements Analysis, Consulting, Solution Architecture, Visio, Vendor Management, IT Strategy, SharePoint, Enterprise Software, Business Process..., PMP, SaaS, Project Portfolio..., Cloud Computing, Databases, Information Technology, IT Management, Outsourcing, SAP ERP, Analysis, PMO, Software Documentation, Change Management
Education
Nagpur University
B.Tech, Chemical Engineering
Nagpur University
M.B.A, Marketing and Finance
A Transportation/Trucking/Railroad/Logictics Industry January 2009 - Present
Waddell & Reed Financial Services September 2003 - December 2008
Immedient Corporation - Now part of BT INS (British Telecom Global Services) August 2000 - August 2003
CyberTech Systems Inc April 1998 - August 2000
Ingersoll- Rand April 1988 - April 1998
Skills
Project Management, Business Intelligence, Process Improvement, Integration, ERP, Cross-functional Team..., CRM, Siebel, Business Analysis, MS Project, OBIEE, Oracle, Business Process, Enterprise Architecture, Analytics, Software Development, Management, Program Management, Team Management, Requirements Gathering, Data Warehousing, SDLC, Software Project..., Requirements Analysis, Consulting, Solution Architecture, Visio, Vendor Management, IT Strategy, SharePoint, Enterprise Software, Business Process..., PMP, SaaS, Project Portfolio..., Cloud Computing, Databases, Information Technology, IT Management, Outsourcing, SAP ERP, Analysis, PMO, Software Documentation, Change Management
Education
Nagpur University
B.Tech, Chemical Engineering
Nagpur University
M.B.A, Marketing and Finance
Regina Campbell's Waddell & Reed Financial Services Experience December 2008 - August 2013
Job AVP of Operations, Client Services
Industry Financial Services
Experience
Waddell & Reed August 2014 - Present
Waddell & Reed Financial Services December 2008 - August 2013
Waddell & Reed Financial Services July 2006 - December 2008
Waddell & Reed Financial Services January 2005 - July 2006
Waddell & Reed Financial Services July 1999 - January 2005
Waddell & Reed Financial Services November 1996 - July 1999
Waddell & Reed Financial Services October 1995 - November 1996
Blue Springs Nissan 1993 - 1995
Skills
Financial Services, Process Improvement, Investments, Mutual Funds, Series 7, Operations Management, Insurance, Training, Wealth Management, Strategic Financial..., Risk Management, Series 63, Retirement Planning, Securities, Relationship Management, Management, Financial Planning, Customer Service, Microsoft Excel, Leadership
Education
Baker University 2005 — 2009
Friends University 2004 — 2005
Business
Waddell & Reed August 2014 - Present
Waddell & Reed Financial Services December 2008 - August 2013
Waddell & Reed Financial Services July 2006 - December 2008
Waddell & Reed Financial Services January 2005 - July 2006
Waddell & Reed Financial Services July 1999 - January 2005
Waddell & Reed Financial Services November 1996 - July 1999
Waddell & Reed Financial Services October 1995 - November 1996
Blue Springs Nissan 1993 - 1995
Skills
Financial Services, Process Improvement, Investments, Mutual Funds, Series 7, Operations Management, Insurance, Training, Wealth Management, Strategic Financial..., Risk Management, Series 63, Retirement Planning, Securities, Relationship Management, Management, Financial Planning, Customer Service, Microsoft Excel, Leadership
Education
Baker University 2005 — 2009
Friends University 2004 — 2005
Business
Nolan Bean's Waddell & Reed Financial Services Experience 2002 - 2003
Job Managing Principal at Fund Evaluation Group, LLC
Industry Investment Management
Experience
Fund Evaluation Group, LLC 2011 - Present
Fund Evaluation Group, LLC 2004 - 2011
Charter Life Sciences January 2004 - June 2004
Waddell & Reed Financial Services 2002 - 2003
Education
University of Cincinnati College of Business 2003 — 2004
M.B.A., Quantitative Analysis & Finance
Georgetown College 1998 — 2002
B.S.B.A, Finance
Fund Evaluation Group, LLC 2011 - Present
Fund Evaluation Group, LLC 2004 - 2011
Charter Life Sciences January 2004 - June 2004
Waddell & Reed Financial Services 2002 - 2003
Education
University of Cincinnati College of Business 2003 — 2004
M.B.A., Quantitative Analysis & Finance
Georgetown College 1998 — 2002
B.S.B.A, Finance
Jennifer Farino's Waddell & Reed Financial Services Experience September 2011 - August 2013
Job Market Research Analyst at Voit Real Estate Services
Industry Real Estate
Experience
Voit Real Estate Services August 2013 - Present
Waddell & Reed Financial Services September 2011 - August 2013
Waddell & Reed August 2011 - August 2012
Waddell & Reed July 2007 - May 2011
Skills
Microsoft Office, Microsoft Word, Financial Analysis, Investments, Customer Service, Insurance, Strategic Financial..., Access, Mutual Funds, Finance, Banking, Outlook, PowerPoint, Photoshop, Argus Developer, CoStar, Research, Due Diligence
Education
Arizona State University 2012 — 2013
Masters of Real Estate Development, Real Estate Development
The University of New Mexico 2002 — 2006
Bachelor of Arts in Architecture, Architecture
Voit Real Estate Services August 2013 - Present
Waddell & Reed Financial Services September 2011 - August 2013
Waddell & Reed August 2011 - August 2012
Waddell & Reed July 2007 - May 2011
Skills
Microsoft Office, Microsoft Word, Financial Analysis, Investments, Customer Service, Insurance, Strategic Financial..., Access, Mutual Funds, Finance, Banking, Outlook, PowerPoint, Photoshop, Argus Developer, CoStar, Research, Due Diligence
Education
Arizona State University 2012 — 2013
Masters of Real Estate Development, Real Estate Development
The University of New Mexico 2002 — 2006
Bachelor of Arts in Architecture, Architecture
Jeff S. Stone's Waddell & Reed Financial Services Experience Sales ProfessionalHistory Maker Homes2006 - 2007
Job Financial Advisor at Waddell & Reed Financial Services
Industry Financial Services
Experience
Waddell & Reed Financial Services Sales ProfessionalHistory Maker Homes2006 - 2007
Carmax 2006 - 2006
Every Nation 2002 - 2006
Education
Belmont University 1997 — 2001
Middle Tennessee State University 1997 — 2001
Waddell & Reed Financial Services Sales ProfessionalHistory Maker Homes2006 - 2007
Carmax 2006 - 2006
Every Nation 2002 - 2006
Education
Belmont University 1997 — 2001
Middle Tennessee State University 1997 — 2001
Debra Wilkens's Waddell & Reed Financial Services Experience 2007 - October 2008
Job Investment Management Specialist at Wells Fargo
Industry Financial Services
Experience
Wells Fargo October 2008 - Present
Waddell & Reed Financial Services 2007 - October 2008
Education
Baylor University 2002 — 2006
Wells Fargo October 2008 - Present
Waddell & Reed Financial Services 2007 - October 2008
Education
Baylor University 2002 — 2006
Stacie Lambert's Waddell & Reed Financial Services Experience 2007 - Present
Job Senior Specialist, Internal Supervision
Industry Financial Services
Experience
Waddell & Reed January 2013 - Present
Waddell & Reed Financial Services 2007 - Present
Waddell & Reed 2007 - Present
Omni Hotels 2003 - 2006
Omni Richmond Hotel 2003 - 2006
Education
Missouri State University 1995 — 1999
B.S., Hospitality and Restaurant Administration
Waddell & Reed January 2013 - Present
Waddell & Reed Financial Services 2007 - Present
Waddell & Reed 2007 - Present
Omni Hotels 2003 - 2006
Omni Richmond Hotel 2003 - 2006
Education
Missouri State University 1995 — 1999
B.S., Hospitality and Restaurant Administration
Kurt Baker's Waddell & Reed Financial Services Experience 2008 - 2010
Job IT Sr Support Analyst at Mayo Clinic
Industry Information Technology and Services
Experience
Mayo Clinic 2015 - Present
Waddell & Reed April 2014 - Present
Waddell & Reed June 2010 - Present
Waddell & Reed Financial Services 2008 - 2010
Waddell & Reed October 2005 - May 2008
Skills
ITIL v3 Foundations..., Visio, Help Desk Support, SDLC, Software Documentation, Disaster Recovery, Business Analysis, Vendor Management, Process Improvement, Active Directory, SharePoint, Leadership, Customer Service, Troubleshooting, Microsoft SQL Server, Windows 7, Information Technology, Technical Support
Education
Baker University 2012 — 2015
Master of Business Administration (MBA), Business
DeVry 1995 — 1998
BA, Computer Information Services
Mayo Clinic 2015 - Present
Waddell & Reed April 2014 - Present
Waddell & Reed June 2010 - Present
Waddell & Reed Financial Services 2008 - 2010
Waddell & Reed October 2005 - May 2008
Skills
ITIL v3 Foundations..., Visio, Help Desk Support, SDLC, Software Documentation, Disaster Recovery, Business Analysis, Vendor Management, Process Improvement, Active Directory, SharePoint, Leadership, Customer Service, Troubleshooting, Microsoft SQL Server, Windows 7, Information Technology, Technical Support
Education
Baker University 2012 — 2015
Master of Business Administration (MBA), Business
DeVry 1995 — 1998
BA, Computer Information Services
Jeff Kalinowski, CFA's Waddell & Reed Financial Services Experience July 2007 - August 2008
Job Vice President, Portfolio Specialist at T. Rowe Price
Industry Financial Services
Experience
T. Rowe Price July 2012 - Present
T Rowe Price August 2008 - July 2012
Waddell & Reed Financial Services July 2007 - August 2008
Waddell & Reed Financial Services September 2005 - July 2007
Waddell & Reed Financial Services September 2004 - August 2005
Skills
Mutual Funds, Fixed Income, Institutional..., Emerging Markets
Education
Regis University 2006 — 2008
MBA, Finance & Accounting
Missouri State University 2002 — 2004
Bachelors of Science, Finance & General Business
T. Rowe Price July 2012 - Present
T Rowe Price August 2008 - July 2012
Waddell & Reed Financial Services July 2007 - August 2008
Waddell & Reed Financial Services September 2005 - July 2007
Waddell & Reed Financial Services September 2004 - August 2005
Skills
Mutual Funds, Fixed Income, Institutional..., Emerging Markets
Education
Regis University 2006 — 2008
MBA, Finance & Accounting
Missouri State University 2002 — 2004
Bachelors of Science, Finance & General Business
Michaele Curfman's Waddell & Reed Financial Services Experience November 2005 - July 2007
Job Project/Program Manager III at Sprint Nextel
Industry Telecommunications
Experience
Sprint Nextel July 2007 - Present
Waddell & Reed Financial Services November 2005 - July 2007
Sprint January 2000 - November 2005
Skills
Business Analysis, Visio, Wireless, Process Improvement, Vendor Management, Cross-functional Team..., Telecommunications, Business Development, Contract Negotiation, Program Management, Project Management, Analytical Skills, Audit Controls/SOX..., Executive Level..., Root Cause Analysis, Business Requirement..., Software..., Process Flows and..., After-Action Reviews, Resource Planning, Cost Benefit Analysis, Technical Writing, Logistics, Leadership, Management, SDLC, Troubleshooting, Integration, Disaster Recovery, CDMA, PMP, PMO, ERP, Cost Benefit, Business Requirements
Education
Hastings College 1985 — 1989
BA, Communications, English
Sprint Nextel July 2007 - Present
Waddell & Reed Financial Services November 2005 - July 2007
Sprint January 2000 - November 2005
Skills
Business Analysis, Visio, Wireless, Process Improvement, Vendor Management, Cross-functional Team..., Telecommunications, Business Development, Contract Negotiation, Program Management, Project Management, Analytical Skills, Audit Controls/SOX..., Executive Level..., Root Cause Analysis, Business Requirement..., Software..., Process Flows and..., After-Action Reviews, Resource Planning, Cost Benefit Analysis, Technical Writing, Logistics, Leadership, Management, SDLC, Troubleshooting, Integration, Disaster Recovery, CDMA, PMP, PMO, ERP, Cost Benefit, Business Requirements
Education
Hastings College 1985 — 1989
BA, Communications, English
Irene Moriarty's Waddell & Reed Financial Services Experience September 1988 - July 1992
Job Owner, Moriarty Consulting, Inc
Industry Information Technology and Services
Experience
Moriarty Consulting, Inc May 2007 - Present
Ameriprise Financial, Inc. October 2005 - April 2007
American Express Financial Advisors January 2001 - April 2007
American Express Financial Advisors December 1999 - December 2000
American Express Financial Advisors November 1997 - November 1999
American Express Financial Advisors October 1996 - November 1997
Financial Designs, Inc. January 1994 - November 1994
Waddell & Reed Financial Services September 1988 - July 1992
St. Elizabeth Ann Seton Catholic Church 1984 - 1988
Skills
Leadership, Process Improvement, SDLC, Financial Services, Business Process, Outsourcing, Governance, Project Management, MS Project, PMO, Consulting, Vendor Management
Education
College for Financial Planning 1995 — 1998
CFP, Financial Planning
Loyola University of Chicago
Master of Pastoral Studies, Counseling Psychology, Pastoral Counseling, Sociology, Education
Marquette University
Bachelor's Degree, Majors: Sociology and Theology. Minor: Psychology
The Jesuit School of Theology at Berkeley
STL, MDiv, Theology, Scripture, Spirituality, Pastoral Theology, Liturgical Theology
Moriarty Consulting, Inc May 2007 - Present
Ameriprise Financial, Inc. October 2005 - April 2007
American Express Financial Advisors January 2001 - April 2007
American Express Financial Advisors December 1999 - December 2000
American Express Financial Advisors November 1997 - November 1999
American Express Financial Advisors October 1996 - November 1997
Financial Designs, Inc. January 1994 - November 1994
Waddell & Reed Financial Services September 1988 - July 1992
St. Elizabeth Ann Seton Catholic Church 1984 - 1988
Skills
Leadership, Process Improvement, SDLC, Financial Services, Business Process, Outsourcing, Governance, Project Management, MS Project, PMO, Consulting, Vendor Management
Education
College for Financial Planning 1995 — 1998
CFP, Financial Planning
Loyola University of Chicago
Master of Pastoral Studies, Counseling Psychology, Pastoral Counseling, Sociology, Education
Marquette University
Bachelor's Degree, Majors: Sociology and Theology. Minor: Psychology
The Jesuit School of Theology at Berkeley
STL, MDiv, Theology, Scripture, Spirituality, Pastoral Theology, Liturgical Theology
Peg Maish PHR MHRM's Waddell & Reed Financial Services Experience January 1991 - January 1995
Job Area HR Manager
Industry Human Resources
Experience
Charter College Online May 2014 - Present
CARQUEST December 2011 - Present
Rexnord July 2011 - October 2011
Harlem Furniture LLC dba The RoomPlace December 2007 - February 2011
Harlem Furniture LLC dba The RoomPlace January 2010 - August 2010
Vulcan Materials Company February 2004 - August 2007
Tellabs January 1999 - January 2001
ASHLAND CHEMICAL, INC January 1995 - January 1997
Waddell & Reed Financial Services January 1991 - January 1995
Bayer Bess Vanderwarker January 1988 - January 1993
Education
Keller Graduate School of Management of DeVry University 2008 — 2011
MHRM, Human Resources Management
University of Wisconsin-Milwaukee 2005 — 2007
Certificate, Labor Relations
Millikin University 1979 — 1983
B.S., Music/Business Admin.
Lyons Township High School 1975 — 1979
Charter College Online May 2014 - Present
CARQUEST December 2011 - Present
Rexnord July 2011 - October 2011
Harlem Furniture LLC dba The RoomPlace December 2007 - February 2011
Harlem Furniture LLC dba The RoomPlace January 2010 - August 2010
Vulcan Materials Company February 2004 - August 2007
Tellabs January 1999 - January 2001
ASHLAND CHEMICAL, INC January 1995 - January 1997
Waddell & Reed Financial Services January 1991 - January 1995
Bayer Bess Vanderwarker January 1988 - January 1993
Education
Keller Graduate School of Management of DeVry University 2008 — 2011
MHRM, Human Resources Management
University of Wisconsin-Milwaukee 2005 — 2007
Certificate, Labor Relations
Millikin University 1979 — 1983
B.S., Music/Business Admin.
Lyons Township High School 1975 — 1979
Erin Tubbs's Waddell & Reed Financial Services Experience August 2004 - December 2007
Job Executive Assistant at Medpace
Industry Research
Experience
Medpace December 2007 - Present
Waddell & Reed Financial Services August 2004 - December 2007
Skills
Clinical Trials, Pharmaceutical Industry, GCP, CRO, Clinical Research, Executive Level...
Education
Cedarville University 2000 — 2004
Bachelor of Arts (BA), Organizational Communication
Medpace December 2007 - Present
Waddell & Reed Financial Services August 2004 - December 2007
Skills
Clinical Trials, Pharmaceutical Industry, GCP, CRO, Clinical Research, Executive Level...
Education
Cedarville University 2000 — 2004
Bachelor of Arts (BA), Organizational Communication
Daniel Opincariu's Waddell & Reed Financial Services Experience March 2010 - January 2012
Job BI Manager at SelectQuote Insurance Services
Industry Computer Software
Experience
Waddell & Reed January 2012 - August 2015
Microsoft January 2009 - April 2012
Waddell & Reed Financial Services March 2010 - January 2012
Waddell & Reed Financial Services December 2007 - May 2009
National City Bank August 2007 - December 2007
Continental Automotive Systems 2005 - May 2005
Education
Universitatea „Politehnica” din Timișoara 2000 — 2006
BS, Electrical Engineering
Institut polytechnique de Grenoble
Electrical Engineering
Waddell & Reed January 2012 - August 2015
Microsoft January 2009 - April 2012
Waddell & Reed Financial Services March 2010 - January 2012
Waddell & Reed Financial Services December 2007 - May 2009
National City Bank August 2007 - December 2007
Continental Automotive Systems 2005 - May 2005
Education
Universitatea „Politehnica” din Timișoara 2000 — 2006
BS, Electrical Engineering
Institut polytechnique de Grenoble
Electrical Engineering
Harvey Isgur's Waddell & Reed Financial Services Experience February 2001 - February 2003
Job Field Technician at NW Services Ent. Inc
Industry Consumer Services
Experience
NW Services Ent. Inc Financial AdvisorBankers Life and CasualtyApril 2003 - July 2003
Waddell & Reed Financial Services February 2001 - February 2003
Huffy Service First August 1994 - January 2001
Education
Lane Community College 1992 — 1993
none, Industrial Technology
Lane Community College 1989 — 1991
none, Industrial Technology
Los Angeles Pierce College 1982 — 1983
none, General Education
California State University-Los Angeles 1971 — 1972
none, Industrial Education
Pierce College 1969 — 1971
none, Industrial Education
L.A. Trade Technicial Collegs 1967 — 1969
A.A., Industrial Education
NW Services Ent. Inc Financial AdvisorBankers Life and CasualtyApril 2003 - July 2003
Waddell & Reed Financial Services February 2001 - February 2003
Huffy Service First August 1994 - January 2001
Education
Lane Community College 1992 — 1993
none, Industrial Technology
Lane Community College 1989 — 1991
none, Industrial Technology
Los Angeles Pierce College 1982 — 1983
none, General Education
California State University-Los Angeles 1971 — 1972
none, Industrial Education
Pierce College 1969 — 1971
none, Industrial Education
L.A. Trade Technicial Collegs 1967 — 1969
A.A., Industrial Education
Andrea Weis's Waddell & Reed Financial Services Experience August 2006 - June 2012
Job Project Manager at Waddell & Reed
Industry Financial Services
Experience
Waddell & Reed June 2012 - Present
Waddell & Reed Financial Services August 2006 - June 2012
DST Systems 2002 - 2006
Skills
Business Requirements, Project Management, Process Modeling, Finance, Management, Requirements Management
Education
Avila University 2008 — 2009
Project Mgmt Certificate, Project Management
University of Central Missouri 1996 — 1999
B.S.B.A, Marketing
Waddell & Reed June 2012 - Present
Waddell & Reed Financial Services August 2006 - June 2012
DST Systems 2002 - 2006
Skills
Business Requirements, Project Management, Process Modeling, Finance, Management, Requirements Management
Education
Avila University 2008 — 2009
Project Mgmt Certificate, Project Management
University of Central Missouri 1996 — 1999
B.S.B.A, Marketing
Jason Scroggins's Waddell & Reed Financial Services Experience April 2000 - Present
Job Infrastructure Engineer at Waddell & Reed Financial Services
Industry Financial Services
Experience
Waddell & Reed Financial Services April 2000 - Present
Premier Systems 1999 - 2001
Skills
Oracle, SDLC, Unix, SQL, SharePoint, Visio, Vendor Management, Disaster Recovery, CISSP, VMware, Virtualization, Enterprise Architecture, ITIL, Active Directory, Security, Data Center, Microsoft SQL Server
Education
Iowa State University - College of Business 1996 — 2000
MIS
Waddell & Reed Financial Services April 2000 - Present
Premier Systems 1999 - 2001
Skills
Oracle, SDLC, Unix, SQL, SharePoint, Visio, Vendor Management, Disaster Recovery, CISSP, VMware, Virtualization, Enterprise Architecture, ITIL, Active Directory, Security, Data Center, Microsoft SQL Server
Education
Iowa State University - College of Business 1996 — 2000
MIS
Bill Gear's Waddell & Reed Financial Services Experience November 1999 - October 2005
Job Senior Quality Assurance Analyst / Team Lead at Federal Reserve Bank of Kansas City
Industry Information Technology and Services
Experience
Federal Reserve Bank of Kansas City March 2012 - Present
CSC October 2010 - March 2012
CSC April 2010 - October 2010
Waddell & Reed October 2005 - December 2008
Waddell & Reed Financial Services November 1999 - October 2005
Advance Auto Parts August 1998 - October 1999
Western Auto 1983 - 1999
Skills
SQL Server 2008, JIRA, Website Testing, SharePoint, Quality Assurance, Testing, SQL, Documentation, User Acceptance Testing
Education
Park University 1997 — 2009
Longview Community College 1994 — 1997
Associates, Liberal Arts
Federal Reserve Bank of Kansas City March 2012 - Present
CSC October 2010 - March 2012
CSC April 2010 - October 2010
Waddell & Reed October 2005 - December 2008
Waddell & Reed Financial Services November 1999 - October 2005
Advance Auto Parts August 1998 - October 1999
Western Auto 1983 - 1999
Skills
SQL Server 2008, JIRA, Website Testing, SharePoint, Quality Assurance, Testing, SQL, Documentation, User Acceptance Testing
Education
Park University 1997 — 2009
Longview Community College 1994 — 1997
Associates, Liberal Arts
Rhonda Prellberg-Huber's Waddell & Reed Financial Services Experience April 2007 - October 2008
Job Independent Consultant at Mary & Martha
Industry Public Relations and Communications
Experience
Law Office of William L Hotopp August 2010 - October 2012
Waddell & Reed Financial Services April 2007 - October 2008
Galena Realty, Ltd / Northgate Builders, Inc April 2000 - December 2006
Wheaton Park District April 1998 - April 2000
Skills
Leadership, Training, Budgets, Management, Analysis, Team Building, Event Management, Volunteer Management, Nonprofits
Education
University of Dubuque 2004 — 2006
MBA, Business
Clarke University 2000 — 2004
BA, Communications
Law Office of William L Hotopp August 2010 - October 2012
Waddell & Reed Financial Services April 2007 - October 2008
Galena Realty, Ltd / Northgate Builders, Inc April 2000 - December 2006
Wheaton Park District April 1998 - April 2000
Skills
Leadership, Training, Budgets, Management, Analysis, Team Building, Event Management, Volunteer Management, Nonprofits
Education
University of Dubuque 2004 — 2006
MBA, Business
Clarke University 2000 — 2004
BA, Communications
Peter Kihonge's Waddell & Reed Financial Services Experience July 2010 - April 2011
Job Senior QA Consultant
Industry Information Technology and Services
Experience
Syzle Technologies October 2013 - Present
Bradford & Galt April 2013 - September 2013
DKW COMMUNICATIONS, INC. May 2011 - April 2013
Waddell & Reed Financial Services July 2010 - April 2011
JPMorgan Chase 2009 - 2009
Sprint August 2004 - 2009
Sprint June 1999 - August 2004
Skills
Testing, Requirements Gathering, SQL, Data Warehousing, Quality Assurance, ETL, Data Migration, User Acceptance Testing, Software Quality..., Agile Methodologies, Test Management, Toad, Scrum, System Testing, Test Planning, Data Mining, Web Testing, Agile & Waterfall..., SAP HR
Education
Missouri State University
Syzle Technologies October 2013 - Present
Bradford & Galt April 2013 - September 2013
DKW COMMUNICATIONS, INC. May 2011 - April 2013
Waddell & Reed Financial Services July 2010 - April 2011
JPMorgan Chase 2009 - 2009
Sprint August 2004 - 2009
Sprint June 1999 - August 2004
Skills
Testing, Requirements Gathering, SQL, Data Warehousing, Quality Assurance, ETL, Data Migration, User Acceptance Testing, Software Quality..., Agile Methodologies, Test Management, Toad, Scrum, System Testing, Test Planning, Data Mining, Web Testing, Agile & Waterfall..., SAP HR
Education
Missouri State University
Ron Phillips, MBA/TM's Waddell & Reed Financial Services Experience December 2009 - December 2011
Job Technical Support Production Coordinator, Infastructure Operations Production Assurance Team Lead at Waddell & Reed
Industry Financial Services
Experience
Waddell & Reed January 2015 - Present
Waddell & Reed August 2012 - December 2014
Kansas City Southern Railway January 2012 - August 2012
Bears Baseball May 2007 - July 2012
Stick & Stones Bar & Grill October 2009 - January 2012
Waddell & Reed Financial Services December 2009 - December 2011
Epoch Group LLC March 2006 - June 2009
Blue Cross Blue Shield of Kansas City August 2001 - June 2009
Muddogs Baseball January 2003 - July 2006
Heartland Card Services August 2001 - March 2006
Skills
MS Project, MS Office Suite, Visual Studio 2008, COBOL, Visual Basic, Unix, Visual Studio, VB.NET, JCL, DB2, Visio, SQL, Microsoft SQL Server, Requirements Analysis, Databases, Data Warehousing, Access, Microsoft Office, SDLC, Data Analysis, Disaster Recovery, Linux, Business Analysis, Security, Program Management, Mainframe, Testing, CICS, SharePoint, Requirements Gathering, Programming, .NET, HTML, Java, Systems Analysis, Database Design, Software Documentation, Windows, Business Requirements, VSAM, Project Management, Software Project..., Software Development
Education
University of Phoenix 2013 — 2015
Master of Business Administration (MBA), Technology Management Concentration, 3.84
University of Phoenix 2006 — 2007
Masters, Information Systems Management
Penn Valley Community College 1994 — 1998
CIS
Longview Community College 1997 — 1997
CIS
University of Central Missouri 1990 — 1993
Bachelor of Science, Business Administration (Computer Information Systems)
Park University 1989 — 1989
CIS
Park University 1982 — 1984
CIS
Waddell & Reed January 2015 - Present
Waddell & Reed August 2012 - December 2014
Kansas City Southern Railway January 2012 - August 2012
Bears Baseball May 2007 - July 2012
Stick & Stones Bar & Grill October 2009 - January 2012
Waddell & Reed Financial Services December 2009 - December 2011
Epoch Group LLC March 2006 - June 2009
Blue Cross Blue Shield of Kansas City August 2001 - June 2009
Muddogs Baseball January 2003 - July 2006
Heartland Card Services August 2001 - March 2006
Skills
MS Project, MS Office Suite, Visual Studio 2008, COBOL, Visual Basic, Unix, Visual Studio, VB.NET, JCL, DB2, Visio, SQL, Microsoft SQL Server, Requirements Analysis, Databases, Data Warehousing, Access, Microsoft Office, SDLC, Data Analysis, Disaster Recovery, Linux, Business Analysis, Security, Program Management, Mainframe, Testing, CICS, SharePoint, Requirements Gathering, Programming, .NET, HTML, Java, Systems Analysis, Database Design, Software Documentation, Windows, Business Requirements, VSAM, Project Management, Software Project..., Software Development
Education
University of Phoenix 2013 — 2015
Master of Business Administration (MBA), Technology Management Concentration, 3.84
University of Phoenix 2006 — 2007
Masters, Information Systems Management
Penn Valley Community College 1994 — 1998
CIS
Longview Community College 1997 — 1997
CIS
University of Central Missouri 1990 — 1993
Bachelor of Science, Business Administration (Computer Information Systems)
Park University 1989 — 1989
CIS
Park University 1982 — 1984
CIS
Dustin Zager's Waddell & Reed Financial Services Experience Financial AdvisorWaddell & ReedJuly 2007 - Present
Job Financial Advisor at Waddell & Reed
Industry Investment Management
Experience
Waddell & Reed Financial Services Financial AdvisorWaddell & ReedJuly 2007 - Present
Education
Lewis-Clark State College 2006 — 2007
BA, Business
Waddell & Reed Financial Services Financial AdvisorWaddell & ReedJuly 2007 - Present
Education
Lewis-Clark State College 2006 — 2007
BA, Business
Joseph Manzo's Waddell & Reed Financial Services Experience September 2009 - June 2010
Job Senior Investment Advisor Representative at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group June 2010 - Present
Waddell & Reed Financial Services September 2009 - June 2010
Trove International June 2006 - June 2009
Skills
Retirement Planning, Series 7, Estate Planning, Marketing, 401(K), 403(B),SEP &..., Annuities (Variable &..., Asset Allocation, Business Continuation, Business Overhead..., Buy Sell Agreements, Buy Sell Review, Charitable Giving, College Funding, Deffered Compensation..., Dental Insurance, Disability Income..., Executive Benefits..., Financial Needs Analysis, Income Protection, Informal Business..., IRA's (Traditional and..., Key Person Insurance, Long Term Care Insurance, Mutual Funds, Pension Plans, Salary Continuation, Split Dollar Plans, Series 63,65,7..., Supplimental Retirement..., Survivor Income, Tax Deffered Savings, Term Life Insurance, Universal Life Insurance, Wealth Accumilation
Education
California State University-Fullerton 1979 — 1982
BA
Principal Financial Group June 2010 - Present
Waddell & Reed Financial Services September 2009 - June 2010
Trove International June 2006 - June 2009
Skills
Retirement Planning, Series 7, Estate Planning, Marketing, 401(K), 403(B),SEP &..., Annuities (Variable &..., Asset Allocation, Business Continuation, Business Overhead..., Buy Sell Agreements, Buy Sell Review, Charitable Giving, College Funding, Deffered Compensation..., Dental Insurance, Disability Income..., Executive Benefits..., Financial Needs Analysis, Income Protection, Informal Business..., IRA's (Traditional and..., Key Person Insurance, Long Term Care Insurance, Mutual Funds, Pension Plans, Salary Continuation, Split Dollar Plans, Series 63,65,7..., Supplimental Retirement..., Survivor Income, Tax Deffered Savings, Term Life Insurance, Universal Life Insurance, Wealth Accumilation
Education
California State University-Fullerton 1979 — 1982
BA
Karen Wikoff's Waddell & Reed Financial Services Experience February 1997 - December 2008
Job President at At Your Service Concierge
Industry Executive Office
Experience
At Your Service Concierge October 2010 - Present
Carpet Direct January 2009 - September 2010
Waddell & Reed Financial Services February 1997 - December 2008
Skills
Business Development, Microsoft Excel, Contract Negotiation, Negotiation, Team Building, Sales, Account Management, Event Planning, Investments, Leadership, Coaching, Customer Service, Marketing, Event Management, Public Relations, Sales Management, Social Media, Microsoft Word
Education
Johnson County Community College 1971 — 1972
Bachelor of Business Administration (B.B.A.), General Study Courses
Johnson County Community College
At Your Service Concierge October 2010 - Present
Carpet Direct January 2009 - September 2010
Waddell & Reed Financial Services February 1997 - December 2008
Skills
Business Development, Microsoft Excel, Contract Negotiation, Negotiation, Team Building, Sales, Account Management, Event Planning, Investments, Leadership, Coaching, Customer Service, Marketing, Event Management, Public Relations, Sales Management, Social Media, Microsoft Word
Education
Johnson County Community College 1971 — 1972
Bachelor of Business Administration (B.B.A.), General Study Courses
Johnson County Community College
JiaLing CHU's Waddell & Reed Financial Services Experience January 2005 - May 2006
Job financial registered representative
Industry Financial Services
Experience
... June 2009 - Present
OneCoach 2009 - 2010
Independent Capital Management April 2007 - February 2009
Waddell & Reed Financial Services January 2005 - May 2006
World Financial Group May 2002 - January 2005
Skills
Small Business, Public Speaking, Coaching, Entrepreneurship, Retirement Planning, Insurance, Strategic Financial..., Retirement, Strategic Planning, Life Insurance, Sales, Customer Service, Marketing Strategy, Marketing, Mutual Funds, Investments, Microsoft Office, Training, Business Planning, Investment Advisory, Nonprofits, Finance, Wealth Management, Personal Development, Leadership, Business Strategy, Strategy
Education
The Chinese University of Hong Kong 1978 — 1979
dep-ed, English and World History
National Taiwan University 1970 — 1974
B.A., Enlgish Literature & French
... June 2009 - Present
OneCoach 2009 - 2010
Independent Capital Management April 2007 - February 2009
Waddell & Reed Financial Services January 2005 - May 2006
World Financial Group May 2002 - January 2005
Skills
Small Business, Public Speaking, Coaching, Entrepreneurship, Retirement Planning, Insurance, Strategic Financial..., Retirement, Strategic Planning, Life Insurance, Sales, Customer Service, Marketing Strategy, Marketing, Mutual Funds, Investments, Microsoft Office, Training, Business Planning, Investment Advisory, Nonprofits, Finance, Wealth Management, Personal Development, Leadership, Business Strategy, Strategy
Education
The Chinese University of Hong Kong 1978 — 1979
dep-ed, English and World History
National Taiwan University 1970 — 1974
B.A., Enlgish Literature & French
Gloria A. Parish, EA's Waddell & Reed Financial Services Experience 2003 - 2005
Job Enrolled Agent
Industry Financial Services
Experience
Illinois Tax Training Institute 2012 - Present
SDM Investments, LLC September 2010 - Present
Center For Economic Progress 2012 - May 2013
James P. Greene & Associates 2012 - 2013
Chicago Tax Group 2011 - 2013
Millennium Trust Company 2010 - 2011
Cole Taylor Bank 2005 - 2010
Waddell & Reed Financial Services 2003 - 2005
NBD/American National/Bank One (Currently JP Morgan Chase) 1998 - 2003
Midwest Commerce/NBD/Bank One (currently JP Morgan Chase) 1983 - 1998
Skills
New Business Development, Customer Retention, Trust Accounting, Bond Administration, Problem Solving, Account Management, Alternative Investments, Communication Skills, Administration, System Administration, Investments, Accounting, Strategic Financial..., Portfolio Management, Mutual Funds, Financial Analysis, Training, Financial Risk, Banking, Management, Asset Management, Cash Flow, Securities, Loans, Cash Management, Risk Management, Credit Analysis, Wealth Management, Commercial Lending, Financial Reporting, Tax Preparation, Tax Advisory, Tax Law, Financial Planning
Education
Goshen College 1994 — 1996
Bachelor of Science, Business Organizational Management
Illinois Tax Training Institute
Tax Law/Taxation
Indiana University South Bend 1990 — 1994
Banking & Finance, Banking and Finance
National Graduate Trust School 1999 — 2001
Diploma, Personal Trust Administration
Cannon Financial Institute 2008 — 2008
Corporate Trust Administration
Illinois Tax Training Institute 2012 - Present
SDM Investments, LLC September 2010 - Present
Center For Economic Progress 2012 - May 2013
James P. Greene & Associates 2012 - 2013
Chicago Tax Group 2011 - 2013
Millennium Trust Company 2010 - 2011
Cole Taylor Bank 2005 - 2010
Waddell & Reed Financial Services 2003 - 2005
NBD/American National/Bank One (Currently JP Morgan Chase) 1998 - 2003
Midwest Commerce/NBD/Bank One (currently JP Morgan Chase) 1983 - 1998
Skills
New Business Development, Customer Retention, Trust Accounting, Bond Administration, Problem Solving, Account Management, Alternative Investments, Communication Skills, Administration, System Administration, Investments, Accounting, Strategic Financial..., Portfolio Management, Mutual Funds, Financial Analysis, Training, Financial Risk, Banking, Management, Asset Management, Cash Flow, Securities, Loans, Cash Management, Risk Management, Credit Analysis, Wealth Management, Commercial Lending, Financial Reporting, Tax Preparation, Tax Advisory, Tax Law, Financial Planning
Education
Goshen College 1994 — 1996
Bachelor of Science, Business Organizational Management
Illinois Tax Training Institute
Tax Law/Taxation
Indiana University South Bend 1990 — 1994
Banking & Finance, Banking and Finance
National Graduate Trust School 1999 — 2001
Diploma, Personal Trust Administration
Cannon Financial Institute 2008 — 2008
Corporate Trust Administration
Sheldon Walker, MBA's Waddell & Reed Financial Services Experience May 1999 - November 2000
Job Registered Representative at John Hancock Financial Network
Industry Financial Services
Experience
OppenheimerFunds November 2000 - March 2009
Waddell & Reed Financial Services May 1999 - November 2000
Key Investment Services March 1995 - May 1999
Skills
Strategic Financial..., Portfolio Management
Education
Ithaca College
Bachelor of Science, Economics - Management
Salem International University
Masters of Business Administration (MBA), International Business
OppenheimerFunds November 2000 - March 2009
Waddell & Reed Financial Services May 1999 - November 2000
Key Investment Services March 1995 - May 1999
Skills
Strategic Financial..., Portfolio Management
Education
Ithaca College
Bachelor of Science, Economics - Management
Salem International University
Masters of Business Administration (MBA), International Business
Duke Gersema's Waddell & Reed Financial Services Experience March 1984 - November 1986
Job EVP at Employers Resource Management Company
Industry Human Resources
Experience
Employers Resource Management Company September 1985 - Present
Waddell & Reed Financial Services March 1984 - November 1986
Sheldon Jackson College September 1978 - August 1983
Skills
Workers Compensation, Employee Benefits
Education
College for Financial Planning 1981 — 1986
Certificate
University of Oregon 1972 — 1977
BA
Northwest Christian University 1971 — 1977
BS
Employers Resource Management Company September 1985 - Present
Waddell & Reed Financial Services March 1984 - November 1986
Sheldon Jackson College September 1978 - August 1983
Skills
Workers Compensation, Employee Benefits
Education
College for Financial Planning 1981 — 1986
Certificate
University of Oregon 1972 — 1977
BA
Northwest Christian University 1971 — 1977
BS
Dawn Hammitt's Waddell & Reed Financial Services Experience 1997 - 2006
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
Waddell & Reed Financial Services 1997 - 2006
Education
Des Moines Area Community College
Waddell & Reed Financial Services 1997 - 2006
Education
Des Moines Area Community College
Kevin Donecker's Waddell & Reed Financial Services Experience June 1993 - April 1994
Job Pharmaceutical Representative at Merck
Industry Pharmaceuticals
Experience
Merck January 2001 - Present
Conseco Health Insurance Company July 2000 - December 2000
Kansas Lottery September 1999 - July 2000
Little Giant Fittings Co., Inc. August 1998 - September 1999
American Red Cross April 1994 - August 1998
Waddell & Reed Financial Services June 1993 - April 1994
Skills
Pharmaceutical Sales, Cold Calling, Direct Sales, Selling, Promotions, Customer Relations, Sales Management, Excel, PowerPoint, Mentoring, Team Building, Word, Fundraising, Public Speaking, Inventory Management, Payroll Administration, Customer Service, Endocrinology, Cardiology, Pulmonology, Training, Sales, Payroll, Microsoft Excel, Management, Microsoft Word
Education
Fort Hays State University 1991 — 1993
B.S., Business Communications
Barton County Community College 1989 — 1991
A.S., Business
Merck January 2001 - Present
Conseco Health Insurance Company July 2000 - December 2000
Kansas Lottery September 1999 - July 2000
Little Giant Fittings Co., Inc. August 1998 - September 1999
American Red Cross April 1994 - August 1998
Waddell & Reed Financial Services June 1993 - April 1994
Skills
Pharmaceutical Sales, Cold Calling, Direct Sales, Selling, Promotions, Customer Relations, Sales Management, Excel, PowerPoint, Mentoring, Team Building, Word, Fundraising, Public Speaking, Inventory Management, Payroll Administration, Customer Service, Endocrinology, Cardiology, Pulmonology, Training, Sales, Payroll, Microsoft Excel, Management, Microsoft Word
Education
Fort Hays State University 1991 — 1993
B.S., Business Communications
Barton County Community College 1989 — 1991
A.S., Business
Vickie Mallicoat's Waddell & Reed Financial Services Experience June 2007 - October 2010
Job Director of Channel Management at Waddell & Reed/Ivy Funds
Industry Financial Services
Experience
Ivy Funds January 2013 - Present
Waddell & Reed November 2011 - January 2013
Waddell & Reed October 2010 - December 2011
Waddell & Reed Financial Services June 2007 - October 2010
Hallmark Cards 2003 - 2007
Hallmark Cards 1997 - 2003
Skills
Business Analysis, SharePoint, Cross-functional Team..., Vendor Management, Process Improvement, Business Intelligence, Project Management, Visio, Program Management, Business Development, SDLC, Business Process..., Budgets, Agile Project Management, CRM, Strategy, Leadership
Education
Iowa State University 1992 — 1997
Finance and Management Information Systems
Ivy Funds January 2013 - Present
Waddell & Reed November 2011 - January 2013
Waddell & Reed October 2010 - December 2011
Waddell & Reed Financial Services June 2007 - October 2010
Hallmark Cards 2003 - 2007
Hallmark Cards 1997 - 2003
Skills
Business Analysis, SharePoint, Cross-functional Team..., Vendor Management, Process Improvement, Business Intelligence, Project Management, Visio, Program Management, Business Development, SDLC, Business Process..., Budgets, Agile Project Management, CRM, Strategy, Leadership
Education
Iowa State University 1992 — 1997
Finance and Management Information Systems
Scott St.Clair's Waddell & Reed Financial Services Experience January 2001 - January 2002
Job Financial Services Professional
Industry Financial Services
Experience
National City October 2007 - October 2008
Merrill Lynch August 2006 - October 2007
UBS FINANCIAL SERVICES January 2005 - August 2006
METLIFE_RESOURCES July 2003 - December 2004
Health First July 2003 - December 2004
MetLife Financial Services January 2002 - July 2003
Waddell & Reed Financial Services January 2001 - January 2002
Fidelity Capital Markets January 2000 - June 2001
Morgan Stanley June 1986 - January 2000
Morgan Stanley January 1989 - January 1991
Education
Adelphi University
B.S., Management & Communications
Indian River State College
A.S., Paralegal Studies
National City October 2007 - October 2008
Merrill Lynch August 2006 - October 2007
UBS FINANCIAL SERVICES January 2005 - August 2006
METLIFE_RESOURCES July 2003 - December 2004
Health First July 2003 - December 2004
MetLife Financial Services January 2002 - July 2003
Waddell & Reed Financial Services January 2001 - January 2002
Fidelity Capital Markets January 2000 - June 2001
Morgan Stanley June 1986 - January 2000
Morgan Stanley January 1989 - January 1991
Education
Adelphi University
B.S., Management & Communications
Indian River State College
A.S., Paralegal Studies
Angelique Alejandre's Waddell & Reed Financial Services Experience June 2009 - May 2010
Job Financial Advisor at Bancwest Investment Services
Industry Financial Services
Experience
Bancwest Investment Services July 2014 - Present
Waddell & Reed Financial Services June 2009 - May 2010
Skills
Retirement Planning, Series 7, Wealth Management, Strategic Financial..., Mutual Funds, Retirement, Investments, Asset Allocation, Investment Advisory, Financial Advisory, Fixed Annuities, Portfolio Management, Investment Strategies, Estate Planning, Securities, Asset Management, IRAs, Life Insurance
Education
Fresno City College
Associate of Arts (A.A.), Business Administration and Management, General
Bancwest Investment Services July 2014 - Present
Waddell & Reed Financial Services June 2009 - May 2010
Skills
Retirement Planning, Series 7, Wealth Management, Strategic Financial..., Mutual Funds, Retirement, Investments, Asset Allocation, Investment Advisory, Financial Advisory, Fixed Annuities, Portfolio Management, Investment Strategies, Estate Planning, Securities, Asset Management, IRAs, Life Insurance
Education
Fresno City College
Associate of Arts (A.A.), Business Administration and Management, General
Robert (Bob) Williams's Waddell & Reed Financial Services Experience June 1996 - December 2008
Job Retired Financial Services Professional
Industry Financial Services
Experience
Waddell & Reed Financial Services June 1996 - December 2008
Charles Schwab June 1989 - June 1994
Education
Humboldt State University 1968 — 1970
MBA
University of Utah 1962 — 1967
BS, Management
Waddell & Reed Financial Services June 1996 - December 2008
Charles Schwab June 1989 - June 1994
Education
Humboldt State University 1968 — 1970
MBA
University of Utah 1962 — 1967
BS, Management
Pete Trummer's Waddell & Reed Financial Services Experience 1998 - 2005
Job Financial Advisor
Industry Financial Services
Experience
Western International Securities 2005 - Present
Peter Trummer Insurance 1998 - Present
Waddell & Reed Financial Services 1998 - 2005
Health Net 1995 - 1997
The Prudential 1988 - 1995
Kinsel Accountancy Corporation 1985 - 1988
Skills
Retirement Planning, Strategic Financial..., Insurance, Finance, Small Business
Education
Ithaca College 1980 — 1984
Bachelor of Science, Accounting
Western International Securities 2005 - Present
Peter Trummer Insurance 1998 - Present
Waddell & Reed Financial Services 1998 - 2005
Health Net 1995 - 1997
The Prudential 1988 - 1995
Kinsel Accountancy Corporation 1985 - 1988
Skills
Retirement Planning, Strategic Financial..., Insurance, Finance, Small Business
Education
Ithaca College 1980 — 1984
Bachelor of Science, Accounting
Michelle Milazzo's Waddell & Reed Financial Services Experience 2009 - 2009
Job Accounting Manager at Kantar
Industry Market Research
Experience
Kantar August 2014 - Present
Millward Brown May 2010 - August 2014
Waddell & Reed Financial Services 2009 - 2009
Skills
Financial Reporting, Accounting, Microsoft Excel, Financial Analysis, Data Entry
Education
Benedictine University 2006 — 2010
Bachelor of Business Administration, Accounting
Kantar August 2014 - Present
Millward Brown May 2010 - August 2014
Waddell & Reed Financial Services 2009 - 2009
Skills
Financial Reporting, Accounting, Microsoft Excel, Financial Analysis, Data Entry
Education
Benedictine University 2006 — 2010
Bachelor of Business Administration, Accounting
Kirsten Anderson's Waddell & Reed Financial Services Experience May 2011 - August 2012
Job Leadership Development Program Associate at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group June 2013 - Present
Principal Financial Group September 2012 - April 2013
Meredith October 2011 - September 2012
Waddell & Reed Financial Services May 2011 - August 2012
Waddell & Reed Financial Services September 2010 - May 2011
Delia's May 2009 - August 2010
Nordstrom May 2007 - August 2007
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Excel, Budget Process, Word, Corporate Events, Multitasking Skills
Education
University of Iowa 2014 — 2017
Master of Business Administration (M.B.A.)
Drake University 2009 — 2013
Bachelor of Science, Business Administration, Marketing and Accounting, Business Law Concentration, 3.97
Principal Financial Group June 2013 - Present
Principal Financial Group September 2012 - April 2013
Meredith October 2011 - September 2012
Waddell & Reed Financial Services May 2011 - August 2012
Waddell & Reed Financial Services September 2010 - May 2011
Delia's May 2009 - August 2010
Nordstrom May 2007 - August 2007
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Excel, Budget Process, Word, Corporate Events, Multitasking Skills
Education
University of Iowa 2014 — 2017
Master of Business Administration (M.B.A.)
Drake University 2009 — 2013
Bachelor of Science, Business Administration, Marketing and Accounting, Business Law Concentration, 3.97
Joseph Kusper's Waddell & Reed Financial Services Experience May 2007 - January 2008
Job Regional Business Manager at National Bureau of Property Administration
Industry Real Estate
Experience
National Bureau of Property Administration August 2015 - Present
Bridgestone Retail Operations, LLC May 2013 - July 2015
Ameriprise Financial Services, Inc. April 2011 - May 2013
PNC Investments April 2008 - February 2011
Waddell & Reed Financial Services May 2007 - January 2008
Gelber Group LLC January 2005 - March 2007
Skills
Series 7, Investments, Asset Allocation, Equities, Securities, Portfolio Management, Fixed Income, Asset Managment, Uniform Combined State..., Series 63, Wealth Management, Financial Analysis, Bonds, Bloomberg, Financial Modeling, Finance, Options, Trading, FINRA, Mutual Funds, Risk Management, Loans, Financial Services, Insurance, Retirement Planning, Asset Management, Strategic Financial..., Financial Advisory, Investment Advisory
Education
Benedictine University 2010 — 2012
MBA, Finance, 3.8
Benedictine University 2000 — 2004
B.A, Marketing
IPT School
IPT school
National Bureau of Property Administration August 2015 - Present
Bridgestone Retail Operations, LLC May 2013 - July 2015
Ameriprise Financial Services, Inc. April 2011 - May 2013
PNC Investments April 2008 - February 2011
Waddell & Reed Financial Services May 2007 - January 2008
Gelber Group LLC January 2005 - March 2007
Skills
Series 7, Investments, Asset Allocation, Equities, Securities, Portfolio Management, Fixed Income, Asset Managment, Uniform Combined State..., Series 63, Wealth Management, Financial Analysis, Bonds, Bloomberg, Financial Modeling, Finance, Options, Trading, FINRA, Mutual Funds, Risk Management, Loans, Financial Services, Insurance, Retirement Planning, Asset Management, Strategic Financial..., Financial Advisory, Investment Advisory
Education
Benedictine University 2010 — 2012
MBA, Finance, 3.8
Benedictine University 2000 — 2004
B.A, Marketing
IPT School
IPT school
David S. Williams Jr.'s Waddell & Reed Financial Services Experience January 2010 - May 2010
Job Manager at Mattress Firm
Industry Retail
Experience
Mattress Firm August 2012 - Present
Sports Information Office of Florida State University August 2010 - May 2011
Dollar General June 2010 - August 2010
Waddell & Reed Financial Services January 2010 - May 2010
North Shore Medical Center August 2007 - June 2008
Education
Florida State University - College of Business 2010 — 2012
Bachelor of Science (B.S.), Dual Major: Finance/Business Management, 3.1
Tallahassee Community College 2009 — 2010
AA, Finance
Florida Memorial College 2008 — 2009
N/A, Finance
Mattress Firm August 2012 - Present
Sports Information Office of Florida State University August 2010 - May 2011
Dollar General June 2010 - August 2010
Waddell & Reed Financial Services January 2010 - May 2010
North Shore Medical Center August 2007 - June 2008
Education
Florida State University - College of Business 2010 — 2012
Bachelor of Science (B.S.), Dual Major: Finance/Business Management, 3.1
Tallahassee Community College 2009 — 2010
AA, Finance
Florida Memorial College 2008 — 2009
N/A, Finance
JENNIFER ALARCON's Waddell & Reed Financial Services Experience June 2009 - July 2009
Job Collections Representative at CBCS
Industry Consumer Services
Experience
CBCS November 2011 - Present
DeVry University November 2010 - November 2011
Waddell & Reed Financial Services June 2009 - July 2009
Skills
Bilingual, Microsoft Office, Oracle, Translation, Customer Service, Customer Relations, Problem Solving, Word, Analysis, Budgets, Data Entry, Finance, Management, Microsoft Word, Outlook, PowerPoint, Time Management, Training, Software Documentation, Call Centers, Team Building, Telephone Skills
Education
DeVry University 2015 — 2019
Bachelor of Science, Business Administration; Human Resource Management
First Coast High 2006 — 2010
High school diploma
CBCS November 2011 - Present
DeVry University November 2010 - November 2011
Waddell & Reed Financial Services June 2009 - July 2009
Skills
Bilingual, Microsoft Office, Oracle, Translation, Customer Service, Customer Relations, Problem Solving, Word, Analysis, Budgets, Data Entry, Finance, Management, Microsoft Word, Outlook, PowerPoint, Time Management, Training, Software Documentation, Call Centers, Team Building, Telephone Skills
Education
DeVry University 2015 — 2019
Bachelor of Science, Business Administration; Human Resource Management
First Coast High 2006 — 2010
High school diploma
Megan Oneal's Waddell & Reed Financial Services Experience January 2005 - January 2008
Job
Industry
Experience
National City Bank January 2008 - January 2014
Waddell & Reed Financial Services January 2005 - January 2008
Greater Lafayette Health Services - Home Hospital January 2002 - January 2004
Education
Ivy Tech Community College 2014 — 2018
Currently Enrolled, Environmental Science
Ivy Tech Community College 2014 — 2018
General Studies; Environmental Science
McCutcheon High School
Graduate
National City Bank January 2008 - January 2014
Waddell & Reed Financial Services January 2005 - January 2008
Greater Lafayette Health Services - Home Hospital January 2002 - January 2004
Education
Ivy Tech Community College 2014 — 2018
Currently Enrolled, Environmental Science
Ivy Tech Community College 2014 — 2018
General Studies; Environmental Science
McCutcheon High School
Graduate
T Rowe Price
The Blackstone Group
Pioneer Investments
Lazard
ING Investment Management
Deutsche Asset Management
Lazard Asset Management
Natixis Global Asset Management