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
Bryce Kohl Bryce Kohl's Waddell & Reed Financial Services Experience June 1999 - Present
Job AVP, Institutional Marketing at Waddell & Reed Financial Services
Industry Investment Management
Experience
Waddell & Reed Financial Services June 1999 - Present
Skills
Marketing, Mutual Funds, Portfolio Management, Investment Advisory, Investment Strategies, Asset Management, Project Management, New Business Development, Asset Managment, Competitive Analysis, Series 6, Pensions, Separate Accounts, GIPS Compliance, Institutional..., Marketing Communications, Client Services
Education
University of Kansas 1994 — 1999
Bachelor's degree
Waddell & Reed Financial Services June 1999 - Present
Skills
Marketing, Mutual Funds, Portfolio Management, Investment Advisory, Investment Strategies, Asset Management, Project Management, New Business Development, Asset Managment, Competitive Analysis, Series 6, Pensions, Separate Accounts, GIPS Compliance, Institutional..., Marketing Communications, Client Services
Education
University of Kansas 1994 — 1999
Bachelor's degree
Julien Bortz's Waddell & Reed Financial Services Experience May 2010 - September 2010
Job Data Operations Analyst at Edmunds.com
Industry Financial Services
Experience
Edmunds.com July 2014 - Present
Flymiler.com May 2013 - Present
Pacific West Finance & Development Co. Inc. November 2013 - June 2014
Rosano Partners August 2012 - February 2013
Talpion Fund Management LP June 2012 - August 2012
TD Ameritrade August 2011 - May 2012
Waddell & Reed Financial Services May 2010 - September 2010
Wells Fargo January 2010 - May 2010
Skills
Investments, Valuation, Portfolio Management, Finance, Financial Modeling, Financial Analysis, Asset Managment, Analysis, Analytics
Education
American Jewish University 2009 — 2011
B.A., Business/Finance
University of California, Santa Barbara 2007 — 2009
Business Economics
Edmunds.com July 2014 - Present
Flymiler.com May 2013 - Present
Pacific West Finance & Development Co. Inc. November 2013 - June 2014
Rosano Partners August 2012 - February 2013
Talpion Fund Management LP June 2012 - August 2012
TD Ameritrade August 2011 - May 2012
Waddell & Reed Financial Services May 2010 - September 2010
Wells Fargo January 2010 - May 2010
Skills
Investments, Valuation, Portfolio Management, Finance, Financial Modeling, Financial Analysis, Asset Managment, Analysis, Analytics
Education
American Jewish University 2009 — 2011
B.A., Business/Finance
University of California, Santa Barbara 2007 — 2009
Business Economics
Jeff Sermak Jeff Sermak's Waddell & Reed Financial Services Experience June 2010 - August 2010
Job Creative. Outgoing. Motivated.
Industry Consumer Goods
Experience
Eagle Creek February 2014 - Present
Eagle Creek February 2012 - February 2014
FUEL TV October 2011 - December 2011
Street League Skateboarding May 2011 - September 2011
Alpha Tau Omega Fraternity May 2010 - May 2011
Waddell & Reed Financial Services June 2010 - August 2010
Autry National Center June 2008 - September 2008
Sport Chalet January 2007 - June 2007
Skills
Facebook, Social Media, Social Networking, Marketing, Advertising, Public Relations, Market Research, Press Releases, Event Planning, Blogging, Event Management, Google Analytics, Entrepreneurship, Editing, Sales, Management, New Media, Project Management, Customer Service, Analysis, E-commerce, Digital Marketing
Education
University of Southern California 2009 — 2011
Business Administration, Entrepreneurship
Eagle Creek February 2014 - Present
Eagle Creek February 2012 - February 2014
FUEL TV October 2011 - December 2011
Street League Skateboarding May 2011 - September 2011
Alpha Tau Omega Fraternity May 2010 - May 2011
Waddell & Reed Financial Services June 2010 - August 2010
Autry National Center June 2008 - September 2008
Sport Chalet January 2007 - June 2007
Skills
Facebook, Social Media, Social Networking, Marketing, Advertising, Public Relations, Market Research, Press Releases, Event Planning, Blogging, Event Management, Google Analytics, Entrepreneurship, Editing, Sales, Management, New Media, Project Management, Customer Service, Analysis, E-commerce, Digital Marketing
Education
University of Southern California 2009 — 2011
Business Administration, Entrepreneurship
Emily Brocker Emily Brocker's Waddell & Reed Financial Services Experience 2000 - 2002
Job Director, Internal Communications at First National Bank of Omaha
Industry Financial Services
Experience
First National Bank of Omaha September 2007 - Present
Woodmen of the World Life Insurance Society March 2007 - September 2007
Woodmen of the World May 2005 - March 2007
Woodmen of the World July 2002 - May 2005
Waddell & Reed Financial Services 2000 - 2002
Skills
Writing, Editing, Communications Strategy, Executive Communications, Communications Planning, HR Communications, Internal Communications, Human Resources, Strategic Communications, Employee Engagement, Leadership, Organizational..., Corporate Communications, Management, Program Management, Employee Relations, Event Planning, Marketing Communications, Communication Training
Education
University of Nebraska at Omaha 2005 — 2006
Graduate Certificate, Human Resources & Training
University of Nebraska at Omaha 2003 — 2006
M.A., Communications
University of Nebraska at Omaha 1998 — 2002
B.A., English
First National Bank of Omaha September 2007 - Present
Woodmen of the World Life Insurance Society March 2007 - September 2007
Woodmen of the World May 2005 - March 2007
Woodmen of the World July 2002 - May 2005
Waddell & Reed Financial Services 2000 - 2002
Skills
Writing, Editing, Communications Strategy, Executive Communications, Communications Planning, HR Communications, Internal Communications, Human Resources, Strategic Communications, Employee Engagement, Leadership, Organizational..., Corporate Communications, Management, Program Management, Employee Relations, Event Planning, Marketing Communications, Communication Training
Education
University of Nebraska at Omaha 2005 — 2006
Graduate Certificate, Human Resources & Training
University of Nebraska at Omaha 2003 — 2006
M.A., Communications
University of Nebraska at Omaha 1998 — 2002
B.A., English
Heather (Roberts) Lackmeyer Heather (Roberts) Lackmeyer's Waddell & Reed Financial Services Experience February 2005 - August 2005
Job Experienced Senior Business/Systems Analyst
Industry Financial Services
Experience
Entomo May 2013 - Present
Entomo April 2011 - May 2013
Entomo December 2007 - April 2011
Brass Magazine 2006 - 2009
Mercer Advisors February 2006 - December 2007
Mercer Advisors December 2005 - January 2007
Waddell & Reed Financial Services February 2005 - August 2005
Skills
Customer Service, Excel, Microsoft Office, Inventory Reconciliation, Data Analysis, Sales Analytics, Sales Trend Analysis, Commission Management, Channel Management, Channel Partners, Channel Programs, Claims Management, Documentation, Document Design, Basic Accounting, Business Analysis, Reporting & Analysis, Business Intelligence, Investments, Financial Planning, Financial Advisory, Investment Advisory, Strategic Financial..., SaaS, Microsoft Excel, Project Management, PowerPoint, Solution Selling, Software Documentation, Sales, Cross-functional Team..., Strategic Partnerships, Start-ups, Analytics, Salesforce.com
Education
The Ohio State University 2001 — 2005
Bachelor's Financial Management, Resource Management
Whetstone High School 1997 — 2001
High School Diploma, College Preparatory
Entomo May 2013 - Present
Entomo April 2011 - May 2013
Entomo December 2007 - April 2011
Brass Magazine 2006 - 2009
Mercer Advisors February 2006 - December 2007
Mercer Advisors December 2005 - January 2007
Waddell & Reed Financial Services February 2005 - August 2005
Skills
Customer Service, Excel, Microsoft Office, Inventory Reconciliation, Data Analysis, Sales Analytics, Sales Trend Analysis, Commission Management, Channel Management, Channel Partners, Channel Programs, Claims Management, Documentation, Document Design, Basic Accounting, Business Analysis, Reporting & Analysis, Business Intelligence, Investments, Financial Planning, Financial Advisory, Investment Advisory, Strategic Financial..., SaaS, Microsoft Excel, Project Management, PowerPoint, Solution Selling, Software Documentation, Sales, Cross-functional Team..., Strategic Partnerships, Start-ups, Analytics, Salesforce.com
Education
The Ohio State University 2001 — 2005
Bachelor's Financial Management, Resource Management
Whetstone High School 1997 — 2001
High School Diploma, College Preparatory
Jennifer Noteware Jennifer Noteware's Waddell & Reed Financial Services Experience 1991 - 1994
Job Vice President, Enterprise Technology Operations at West Corporation
Industry Information Technology and Services
Experience
West Corporation July 2015 - Present
Cox Communications May 2011 - July 2015
Convergys 2009 - May 2011
Alegent Health June 2006 - January 2009
Alegent Health September 2003 - June 2006
Alegent Health April 1999 - September 2003
Alegent Health August 1997 - April 1999
Mutual of Omaha May 1995 - August 1997
BANGOR FAMILY SERVICE CENTER 1993 - 1995
Waddell & Reed Financial Services 1991 - 1994
Skills
Vendor Management, Change Management, ITIL, Kaizen, Leadership Development, Contract Negotiation, Strategic Planning, Service Assurance, Telecommunications, Project Management, Process Improvement, Leadership, Cloud Computing, Customer Service, Program Management, Strategy, Disaster Recovery, Management, Networking, Data Center
Education
University of Michigan 1988 — 1991
BA, Economics and Finance
WICT
College of St. Mary
BA, Information Systems
West Corporation July 2015 - Present
Cox Communications May 2011 - July 2015
Convergys 2009 - May 2011
Alegent Health June 2006 - January 2009
Alegent Health September 2003 - June 2006
Alegent Health April 1999 - September 2003
Alegent Health August 1997 - April 1999
Mutual of Omaha May 1995 - August 1997
BANGOR FAMILY SERVICE CENTER 1993 - 1995
Waddell & Reed Financial Services 1991 - 1994
Skills
Vendor Management, Change Management, ITIL, Kaizen, Leadership Development, Contract Negotiation, Strategic Planning, Service Assurance, Telecommunications, Project Management, Process Improvement, Leadership, Cloud Computing, Customer Service, Program Management, Strategy, Disaster Recovery, Management, Networking, Data Center
Education
University of Michigan 1988 — 1991
BA, Economics and Finance
WICT
College of St. Mary
BA, Information Systems
Sean Donnelly Sean Donnelly's Waddell & Reed Financial Services Experience October 1996 - June 1998
Job Pacific Coast Financial Planning Group, Private Wealth Advisory Practice of Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Pacific Coast Financial Planning Group October 2014 - Present
UBS Financial Services Inc. April 2012 - October 2014
Morgan Stanley Smith Barney March 2006 - April 2012
Smith Barney January 2003 - February 2006
Linsco/ Private Ledger July 1998 - June 2002
Waddell & Reed Financial Services October 1996 - June 1998
Diversified Financial Concepts November 1995 - September 1996
Education
San Diego State University-California State University 1989 — 1994
Bachelors of Arts, Industrial/Organizational Psychology
Pacific Coast Financial Planning Group October 2014 - Present
UBS Financial Services Inc. April 2012 - October 2014
Morgan Stanley Smith Barney March 2006 - April 2012
Smith Barney January 2003 - February 2006
Linsco/ Private Ledger July 1998 - June 2002
Waddell & Reed Financial Services October 1996 - June 1998
Diversified Financial Concepts November 1995 - September 1996
Education
San Diego State University-California State University 1989 — 1994
Bachelors of Arts, Industrial/Organizational Psychology
Chris Wilkins's Waddell & Reed Financial Services Experience September 2010 - December 2010
Job Category Sales Analyst MBA Intern Target Sales at Henkel
Industry Consumer Goods
Experience
Henkel May 2015 - Present
University of St. Thomas August 2014 - Present
Code42 March 2015 - May 2015
Montana State University Billings September 2012 - June 2014
Health Management Services May 2013 - October 2013
Montana State University Billings October 2011 - August 2012
University of Montana Residence Life Office August 2007 - May 2011
Waddell & Reed Financial Services September 2010 - December 2010
School of Business Administration, The University of Montana October 2008 - May 2009
Target March 2004 - March 2008
Skills
Leadership, Event Planning, Time Management, Public Speaking, Consumer Goods, Training, Communication, Facebook, Customer Service, Management, Budgets, Research, Social Media, Social Media Marketing, Program Management, Microsoft Office, Marketing Strategy, PowerPoint, Higher Education, Nonprofits, Academic Advising, Microsoft Excel, Fundraising, Advisor, Entrepreneurship, Team Leadership, Team Building, Marketing, Strategy, Data Analysis, Strategic Planning, Project Management, Sales, Mentoring, Recruiting, Analysis, Community Outreach, Microsoft Word, Consulting
Education
University of St. Thomas 2014 — 2016
Master of Business Administration (M.B.A.), Full-Time MBA program
The University of Montana 2006 — 2011
BS, Finance and Marketing
Billings Central Catholic High School 2002 — 2006
High School Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Henkel May 2015 - Present
University of St. Thomas August 2014 - Present
Code42 March 2015 - May 2015
Montana State University Billings September 2012 - June 2014
Health Management Services May 2013 - October 2013
Montana State University Billings October 2011 - August 2012
University of Montana Residence Life Office August 2007 - May 2011
Waddell & Reed Financial Services September 2010 - December 2010
School of Business Administration, The University of Montana October 2008 - May 2009
Target March 2004 - March 2008
Skills
Leadership, Event Planning, Time Management, Public Speaking, Consumer Goods, Training, Communication, Facebook, Customer Service, Management, Budgets, Research, Social Media, Social Media Marketing, Program Management, Microsoft Office, Marketing Strategy, PowerPoint, Higher Education, Nonprofits, Academic Advising, Microsoft Excel, Fundraising, Advisor, Entrepreneurship, Team Leadership, Team Building, Marketing, Strategy, Data Analysis, Strategic Planning, Project Management, Sales, Mentoring, Recruiting, Analysis, Community Outreach, Microsoft Word, Consulting
Education
University of St. Thomas 2014 — 2016
Master of Business Administration (M.B.A.), Full-Time MBA program
The University of Montana 2006 — 2011
BS, Finance and Marketing
Billings Central Catholic High School 2002 — 2006
High School Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Frank Catellier Frank Catellier's Waddell & Reed Financial Services Experience June 2006 - August 2006
Job Employment Coordinator at Saratoga Bridges
Industry Individual & Family Services
Experience
Saratoga Bridges March 2013 - Present
Christian Brothers Academy February 2010 - Present
Wildwood Programs April 2008 - March 2013
Waddell & Reed Financial Services June 2006 - August 2006
Skills
Program Development, Fundraising, Public Speaking, Non-profits, Microsoft Office, Employee Benefits, Social Services, Volunteer Recruiting, Grant Writing, Workforce Development, Research, Microsoft Excel, Case Managment, Social Media, Leadership Development, Data Analysis, Strategic Planning, Conflict Resolution, Team Building, Leadership, Volunteer Management, Nonprofits
Education
Rensselaer Polytechnic Institute 2003 — 2007
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
Saratoga Bridges March 2013 - Present
Christian Brothers Academy February 2010 - Present
Wildwood Programs April 2008 - March 2013
Waddell & Reed Financial Services June 2006 - August 2006
Skills
Program Development, Fundraising, Public Speaking, Non-profits, Microsoft Office, Employee Benefits, Social Services, Volunteer Recruiting, Grant Writing, Workforce Development, Research, Microsoft Excel, Case Managment, Social Media, Leadership Development, Data Analysis, Strategic Planning, Conflict Resolution, Team Building, Leadership, Volunteer Management, Nonprofits
Education
Rensselaer Polytechnic Institute 2003 — 2007
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
Brian Litman Brian Litman's Waddell & Reed Financial Services Experience January 2008 - July 2008
Job Film Industry Financial Professional
Industry Entertainment
Experience
Stick Figure Productions September 2013 - Present
Kite Republic October 2012 - May 2013
Pacific Capital Partners 2010 - January 2013
Kitchen Nightmares Season 6 (ITV Studios) 2012 - 2012
Trevanna Post 2010 - 2012
Entertainment Partners September 2009 - June 2010
Accessory Power February 2009 - June 2009
Rock the Vote September 2008 - November 2008
Waddell & Reed Financial Services January 2008 - July 2008
Stony Apparel Corp. May 2007 - August 2007
Skills
Microsoft Excel, Research, Payroll, Microsoft Office, Budgets, Event Planning, Microsoft Word, Social Media, Advertising, Outlook, Financial Analysis, Marketing, PowerPoint, Customer Service, Television, Sales, Event Management, Entertainment, Management, Social Media Marketing, Finance, Market Research, Marketing Strategy, Online Advertising
Education
University of Colorado Boulder - Leeds School of Business 2004 — 2008
BS, Finance
NYU Stern School of Business 2007 — 2007
Accounting
Stick Figure Productions September 2013 - Present
Kite Republic October 2012 - May 2013
Pacific Capital Partners 2010 - January 2013
Kitchen Nightmares Season 6 (ITV Studios) 2012 - 2012
Trevanna Post 2010 - 2012
Entertainment Partners September 2009 - June 2010
Accessory Power February 2009 - June 2009
Rock the Vote September 2008 - November 2008
Waddell & Reed Financial Services January 2008 - July 2008
Stony Apparel Corp. May 2007 - August 2007
Skills
Microsoft Excel, Research, Payroll, Microsoft Office, Budgets, Event Planning, Microsoft Word, Social Media, Advertising, Outlook, Financial Analysis, Marketing, PowerPoint, Customer Service, Television, Sales, Event Management, Entertainment, Management, Social Media Marketing, Finance, Market Research, Marketing Strategy, Online Advertising
Education
University of Colorado Boulder - Leeds School of Business 2004 — 2008
BS, Finance
NYU Stern School of Business 2007 — 2007
Accounting
Matthew T. Horinek, ARPC, ARPS Matthew T. Horinek, ARPC, ARPS's Waddell & Reed Financial Services Experience July 2003 - July 2005
Job Business Development at BOK Financial
Industry Banking
Experience
BOK Financial January 2013 - Present
BOK Financial January 2010 - January 2013
BOK Financial September 2008 - January 2010
BOK Financial May 2006 - September 2008
BOK Financial July 2005 - May 2006
Waddell & Reed Financial Services July 2003 - July 2005
Education
Oklahoma State University 2001 — 2003
Bachelor of Science in Business Administration
Northern Oklahoma College 1999 — 2001
Associate of Science
Ponca City High School 1997 — 1999
BOK Financial January 2013 - Present
BOK Financial January 2010 - January 2013
BOK Financial September 2008 - January 2010
BOK Financial May 2006 - September 2008
BOK Financial July 2005 - May 2006
Waddell & Reed Financial Services July 2003 - July 2005
Education
Oklahoma State University 2001 — 2003
Bachelor of Science in Business Administration
Northern Oklahoma College 1999 — 2001
Associate of Science
Ponca City High School 1997 — 1999
mark sharrar mark sharrar's Waddell & Reed Financial Services Experience December 2014 - Present
Job Financial Advisor at Waddell & Reed Financial Services
Industry Financial Services
Experience
Waddell & Reed Financial Services December 2014 - Present
Sharrar Independent Insurance Services May 2014 - December 2014
Transamerica Agency Network, Inc. January 2012 - May 2012
Skills
Training, Executive Coaching, Sales Management, Motivation, Public Speaking, Leadership, Insurance, Account Management, Sales, Customer Service, Life Insurance, Recruiting, Marketing Strategy, Direct Sales, Small Business, New Business Development, Coaching, Team Management, Team Building, Sales Process, Employee Benefits, Selling, Sales Operations, Fixed Annuities, Disability Insurance, Whole Life, Term Life Insurance, Universal Life, Retirement Planning, Cold Calling, Long-term Care, Health Insurance, Critical Illness, Long Term Care Insurance, Retirement, Series 6, IRAs, Brokers, Underwriting, Mutual Funds, 401k, Series 63, Hiring, General Insurance, Accident, Financial Planners, Commercial Insurance, Strategic Financial..., Estate Planning, Financial Planning
Education
University of Phoenix Online 1999 — 2004
Sales and Marketing
St. Ambrose University 1984 — 1986
Business Management
Waddell & Reed Financial Services December 2014 - Present
Sharrar Independent Insurance Services May 2014 - December 2014
Transamerica Agency Network, Inc. January 2012 - May 2012
Skills
Training, Executive Coaching, Sales Management, Motivation, Public Speaking, Leadership, Insurance, Account Management, Sales, Customer Service, Life Insurance, Recruiting, Marketing Strategy, Direct Sales, Small Business, New Business Development, Coaching, Team Management, Team Building, Sales Process, Employee Benefits, Selling, Sales Operations, Fixed Annuities, Disability Insurance, Whole Life, Term Life Insurance, Universal Life, Retirement Planning, Cold Calling, Long-term Care, Health Insurance, Critical Illness, Long Term Care Insurance, Retirement, Series 6, IRAs, Brokers, Underwriting, Mutual Funds, 401k, Series 63, Hiring, General Insurance, Accident, Financial Planners, Commercial Insurance, Strategic Financial..., Estate Planning, Financial Planning
Education
University of Phoenix Online 1999 — 2004
Sales and Marketing
St. Ambrose University 1984 — 1986
Business Management
Chris Hauber Chris Hauber's Waddell & Reed Financial Services Experience December 2008 - April 2010
Job Mortgage Loan Originator NMLS#395697 at Hallmark Home MortgageColorado #53441
Industry Financial Services
Experience
Hallmark Home Mortgage May 2010 - Present
Waddell & Reed Financial Services December 2008 - April 2010
Skills
Regulations, Residential Mortgages, Mortgage Banking, Loan Origination, USDA, First Time Home Buyers, Credit, Investments, Investment Properties, FHA financing, Real Estate, Financial Analysis, Government Loans, Finance, Certified Mortgage..., Credit Analysis, Underwriting, Home Equity, REO, Condos, Debt Consolidation, Real Estate Financing, Real Estate Economics, Funding, Short Sales, Referrals, Mortgage Underwriting, Single Family Homes, Residential Homes, Investors, Mortgage Marketing, Real Estate Transactions, Due Diligence, New Home Sales, Relocation, Mortgage Lending
Education
University of Colorado at Boulder - Leeds School of Business 2005 — 2009
Bachelors, Finance
Regis Jesuit 2000 — 2004
Hallmark Home Mortgage May 2010 - Present
Waddell & Reed Financial Services December 2008 - April 2010
Skills
Regulations, Residential Mortgages, Mortgage Banking, Loan Origination, USDA, First Time Home Buyers, Credit, Investments, Investment Properties, FHA financing, Real Estate, Financial Analysis, Government Loans, Finance, Certified Mortgage..., Credit Analysis, Underwriting, Home Equity, REO, Condos, Debt Consolidation, Real Estate Financing, Real Estate Economics, Funding, Short Sales, Referrals, Mortgage Underwriting, Single Family Homes, Residential Homes, Investors, Mortgage Marketing, Real Estate Transactions, Due Diligence, New Home Sales, Relocation, Mortgage Lending
Education
University of Colorado at Boulder - Leeds School of Business 2005 — 2009
Bachelors, Finance
Regis Jesuit 2000 — 2004
Janis Linville Janis Linville's Waddell & Reed Financial Services Experience 2006 - 2009
Job Member at College Planning Resources, LLC
Industry Financial Services
Experience
College Planning Resources, LLC October 2013 - Present
Cincinnati,OH August 2009 - September 2013
Transamerica Financial Advisors, Inc., Transamerica Financial Group Division January 2012 - August 2013
Paragon February 2009 - June 2009
Waddell & Reed Financial Services 2006 - 2009
Skills
Life Insurance, Strategic Financial..., Annuities, Long Term Care, Company Retirement Plans, Mutual Funds, College Education..., College Funding..., Disability Insurance, Insurance, Long-term Care, Fixed Annuities, Financial Planning, Securities, Term Life Insurance, Pensions, 401k, Small Business, Finance, Financial Planners, Underwriting, Portfolio Management, Estate Planning, Employee Benefits, Retirement, Program Management, Financial Advisory, Retirement Planning, Whole Life, Financial Analysis, Team Building, Mortgage Lending, 401k Rollovers, Marketing Strategy, FINRA, Investments, Strategic Planning, IRAs, Series 6, Financial Services, Universal Life, Series 63, Customer Service, Personal Finance, Asset Management, Health Insurance, Critical Illness, Wealth Management
Education
University of Cincinnati 1986 — 1989
BS Magna cum laude, Social Sciences
Northern Kentucky University
Associate's degree, Business Administration
College Planning Resources, LLC October 2013 - Present
Cincinnati,OH August 2009 - September 2013
Transamerica Financial Advisors, Inc., Transamerica Financial Group Division January 2012 - August 2013
Paragon February 2009 - June 2009
Waddell & Reed Financial Services 2006 - 2009
Skills
Life Insurance, Strategic Financial..., Annuities, Long Term Care, Company Retirement Plans, Mutual Funds, College Education..., College Funding..., Disability Insurance, Insurance, Long-term Care, Fixed Annuities, Financial Planning, Securities, Term Life Insurance, Pensions, 401k, Small Business, Finance, Financial Planners, Underwriting, Portfolio Management, Estate Planning, Employee Benefits, Retirement, Program Management, Financial Advisory, Retirement Planning, Whole Life, Financial Analysis, Team Building, Mortgage Lending, 401k Rollovers, Marketing Strategy, FINRA, Investments, Strategic Planning, IRAs, Series 6, Financial Services, Universal Life, Series 63, Customer Service, Personal Finance, Asset Management, Health Insurance, Critical Illness, Wealth Management
Education
University of Cincinnati 1986 — 1989
BS Magna cum laude, Social Sciences
Northern Kentucky University
Associate's degree, Business Administration
Stephen D. Evans, CFP®'s Waddell & Reed Financial Services Experience August 2003 - December 2007
Job Wealth Manager/Owner at Evans Wealth Planning.
Industry Investment Management
Experience
Evans Wealth Planning January 2008 - Present
Normal Properties LLC November 2004 - Present
Waddell & Reed Financial Services August 2003 - December 2007
Skills
Financial Planning, Financial Services, Customer Service, Customer-focused Service, Retirement Planning, Project Planning, Estate Planning, Finance, Investments, Insurance, Small Business, Fixed Annuities, Retirement, Accounting, Life Insurance, Protection..., Asset Management, Financial Analysis, Marketing, Strategic Financial..., Strategic Planning, Wealth Management
Education
University of Missouri-Columbia 1998 — 2003
Personal Financial Planning, Consumer Economics, Accounting
Kickapoo High School 1994 — 1998
Evans Wealth Planning January 2008 - Present
Normal Properties LLC November 2004 - Present
Waddell & Reed Financial Services August 2003 - December 2007
Skills
Financial Planning, Financial Services, Customer Service, Customer-focused Service, Retirement Planning, Project Planning, Estate Planning, Finance, Investments, Insurance, Small Business, Fixed Annuities, Retirement, Accounting, Life Insurance, Protection..., Asset Management, Financial Analysis, Marketing, Strategic Financial..., Strategic Planning, Wealth Management
Education
University of Missouri-Columbia 1998 — 2003
Personal Financial Planning, Consumer Economics, Accounting
Kickapoo High School 1994 — 1998
Frank Dillon, CLU Frank Dillon, CLU's Waddell & Reed Financial Services Experience December 2009 - October 2010
Job Developing Financial and Insurance programs for individules and small businesses
Industry Insurance
Experience
Dillon Insurance April 2015 - Present
Abington Adult School September 2000 - Present
The Prudential Insurance Company of America May 2014 - April 2015
Allstate Financial November 2010 - May 2014
Waddell & Reed Financial Services December 2009 - October 2010
Ohio National Financial Services November 2007 - August 2009
Allianz/Roster Financial March 2002 - November 2007
Lincoln Investment Planning March 1988 - January 2002
Skills
Fixed Annuities, Retirement Planning, Life Insurance, Disability Insurance, Long-term Care, Retirement, Strategic Financial..., Insurance, Investments, Long Term Care Insurance, 529 Plans, Term Life Insurance, Employee Benefits, Financial Services, 401k, Health Insurance, Finance, Variable Annuities, Critical Illness, Pensions, Mutual Funds, Wealth Management, Asset Allocation, General Insurance, Wealth Accumulation, Universal Life, Whole Life, Investment Strategies, Personal Finance, Annuities, Long Term Care, IRA's, Annuity, Insurance Planning, Retirement Income..., Wealth Transfer, 401k Rollovers, Marketing, Small Business Needs, Risk Management, Insurance and Financial..., Financial Planning, IRAs
Education
Penn State University 1970 — 1974
BS, Science
Dillon Insurance April 2015 - Present
Abington Adult School September 2000 - Present
The Prudential Insurance Company of America May 2014 - April 2015
Allstate Financial November 2010 - May 2014
Waddell & Reed Financial Services December 2009 - October 2010
Ohio National Financial Services November 2007 - August 2009
Allianz/Roster Financial March 2002 - November 2007
Lincoln Investment Planning March 1988 - January 2002
Skills
Fixed Annuities, Retirement Planning, Life Insurance, Disability Insurance, Long-term Care, Retirement, Strategic Financial..., Insurance, Investments, Long Term Care Insurance, 529 Plans, Term Life Insurance, Employee Benefits, Financial Services, 401k, Health Insurance, Finance, Variable Annuities, Critical Illness, Pensions, Mutual Funds, Wealth Management, Asset Allocation, General Insurance, Wealth Accumulation, Universal Life, Whole Life, Investment Strategies, Personal Finance, Annuities, Long Term Care, IRA's, Annuity, Insurance Planning, Retirement Income..., Wealth Transfer, 401k Rollovers, Marketing, Small Business Needs, Risk Management, Insurance and Financial..., Financial Planning, IRAs
Education
Penn State University 1970 — 1974
BS, Science
Melissa Sims CFP Melissa Sims CFP's Waddell & Reed Financial Services Experience January 1992 - August 1992
Job Investment Counsultant Regional
Industry Financial Services
Experience
American Century Investments June 2011 - Present
American Century Investments January 2009 - July 2011
American Century Investments November 2007 - December 2008
American Century Investments November 2003 - November 2007
American Century July 2000 - November 2003
Farmers and Commerical Bank September 1992 - January 2000
Waddell & Reed Financial Services January 1992 - August 1992
Education
University of Central Missouri 1997 — 1999
Anderson High School 1984 — 1986
American Century Investments June 2011 - Present
American Century Investments January 2009 - July 2011
American Century Investments November 2007 - December 2008
American Century Investments November 2003 - November 2007
American Century July 2000 - November 2003
Farmers and Commerical Bank September 1992 - January 2000
Waddell & Reed Financial Services January 1992 - August 1992
Education
University of Central Missouri 1997 — 1999
Anderson High School 1984 — 1986
Jeff Kawaguchi Jeff Kawaguchi's Waddell & Reed Financial Services Experience October 2007 - Present
Job Independent Financial Services Professional
Industry Financial Services
Experience
Waddell & Reed Financial Services October 2007 - Present
waddell & reed 2007 - 2008
World Savings Bank 1997 - 2007
Education
University of Arizona 1994 — 1994
Waddell & Reed Financial Services October 2007 - Present
waddell & reed 2007 - 2008
World Savings Bank 1997 - 2007
Education
University of Arizona 1994 — 1994
Walt Kehn Walt Kehn's Waddell & Reed Financial Services Experience January 1994 - May 1995
Job Currently Seeking Employment
Industry Education Management
Experience
Training Emporium June 2008 - Present
Farmers Insurance October 2010 - February 2012
Nationwide Financial January 2005 - August 2007
Waddell & Reed May 1995 - May 2004
Waddell & Reed Financial Services January 1994 - May 1995
Waddell & Reed Financial Services January 1984 - January 1994
Waddell & Reed Financial Services June 1983 - January 1984
Waddell & Reed Financial Services June 1982 - June 1983
Skills
Public Speaking, PowerPoint, Coaching, Leadership Development, Strategic Planning, Training & Development, Computer Skills, Direct Sales, Inside Sales, CRM, Sales, Training
Education
University of Northern Colorado 1975 — 1978
Masters, Education, 4.0
University of Colorado Boulder 1971 — 1975
Bachelors, Education
Training Emporium June 2008 - Present
Farmers Insurance October 2010 - February 2012
Nationwide Financial January 2005 - August 2007
Waddell & Reed May 1995 - May 2004
Waddell & Reed Financial Services January 1994 - May 1995
Waddell & Reed Financial Services January 1984 - January 1994
Waddell & Reed Financial Services June 1983 - January 1984
Waddell & Reed Financial Services June 1982 - June 1983
Skills
Public Speaking, PowerPoint, Coaching, Leadership Development, Strategic Planning, Training & Development, Computer Skills, Direct Sales, Inside Sales, CRM, Sales, Training
Education
University of Northern Colorado 1975 — 1978
Masters, Education, 4.0
University of Colorado Boulder 1971 — 1975
Bachelors, Education
Chuck Hatalsky's Waddell & Reed Financial Services Experience June 2007 - October 2008
Job Coowner at Snapology of Reading
Industry Retail
Experience
Snapology of Reading September 2012 - Present
Boscov's June 2010 - Present
Coventry Health Care September 2008 - November 2009
Waddell & Reed Financial Services June 2007 - October 2008
Highmark Blue Cross Blue Shield March 1998 - November 2006
Bouquet Enterprises (Zelda's Greenhouse) August 1989 - February 1997
Skills
JDA, Strategic Planning, Inventory Management, Forecasting, Process Improvement, Retail, Team Building, Sales, Merchandising, Insurance, Customer Service, Product Development, Health Insurance, Data Analysis, Analysis, Sales Management, Leadership, Pricing, Strategic Financial..., Marketing, Profit, Training, Coaching, Microsoft Excel, PowerPoint, Public Speaking, Project Management, Customer Satisfaction, Business Planning, Competitive Analysis, Inventory Control, Cross-functional Team..., Contract Negotiation, Management
Education
University of Pittsburgh 1988 — 1993
BA, Liberal Arts
Jersey Shore Area High School 1986 — 1993
Snapology of Reading September 2012 - Present
Boscov's June 2010 - Present
Coventry Health Care September 2008 - November 2009
Waddell & Reed Financial Services June 2007 - October 2008
Highmark Blue Cross Blue Shield March 1998 - November 2006
Bouquet Enterprises (Zelda's Greenhouse) August 1989 - February 1997
Skills
JDA, Strategic Planning, Inventory Management, Forecasting, Process Improvement, Retail, Team Building, Sales, Merchandising, Insurance, Customer Service, Product Development, Health Insurance, Data Analysis, Analysis, Sales Management, Leadership, Pricing, Strategic Financial..., Marketing, Profit, Training, Coaching, Microsoft Excel, PowerPoint, Public Speaking, Project Management, Customer Satisfaction, Business Planning, Competitive Analysis, Inventory Control, Cross-functional Team..., Contract Negotiation, Management
Education
University of Pittsburgh 1988 — 1993
BA, Liberal Arts
Jersey Shore Area High School 1986 — 1993
Chris Provencio Chris Provencio's Waddell & Reed Financial Services Experience 1996 - 2001
Job GM at Textron Aviation
Industry Aviation & Aerospace
Experience
Textron Aviation November 2014 - Present
Cessna Aircraft Company May 2001 - Present
Textron Aviation April 2014 - October 2014
Sabai Spa & Salon April 2006 - April 2014
CQM Systems February 2008 - February 2014
Cessna Aircraft Company March 1996 - May 2001
Midwest Investment Group 1996 - 2001
Waddell & Reed Financial Services 1996 - 2001
Provencio & Associates/LSSI 1991 - 1996
USAF/Air National Guard 1994 - 1995
Skills
Airline Transport Pilot, CFI, Demonstration Pilot, Chief Pilot, Flight Operations
Education
USAFA 1978 — 1982
BS, Civil Engr
Air Command & Staff College
Leadership/Military Studies
Darden Business School
Squadron Officer School
Leadership/Military Studies
The Ohio State University
Business
Textron Aviation November 2014 - Present
Cessna Aircraft Company May 2001 - Present
Textron Aviation April 2014 - October 2014
Sabai Spa & Salon April 2006 - April 2014
CQM Systems February 2008 - February 2014
Cessna Aircraft Company March 1996 - May 2001
Midwest Investment Group 1996 - 2001
Waddell & Reed Financial Services 1996 - 2001
Provencio & Associates/LSSI 1991 - 1996
USAF/Air National Guard 1994 - 1995
Skills
Airline Transport Pilot, CFI, Demonstration Pilot, Chief Pilot, Flight Operations
Education
USAFA 1978 — 1982
BS, Civil Engr
Air Command & Staff College
Leadership/Military Studies
Darden Business School
Squadron Officer School
Leadership/Military Studies
The Ohio State University
Business
Sarah J Pavelko, LEED AP's Waddell & Reed Financial Services Experience January 2006 - August 2008
Job Consultant at Corporate Facts
Industry Real Estate
Experience
Corporate Facts March 2014 - Present
Southwest Detroit Business Association November 2011 - March 2014
ASTI Environmental April 2010 - November 2011
Southwest Detroit Business Association May 2009 - April 2010
Central Detroit Christian CDC May 2005 - June 2009
Waddell & Reed Financial Services January 2006 - August 2008
Skills
Community Development, Urban Planning, Community Outreach, Real Estate Development, Economic Development, Redevelopment, Policy Analysis, Land Use Planning, Grant Writing, GIS, Affordable Housing, Sustainability, Research, Non-profits, Urban Design, Fundraising, Real Estate Economics, ArcGIS, Grants, Real Estate, Microsoft Office, Zoning, Event Planning, Comprehensive Planning, Nonprofits, Public Policy, Entitlements, Volunteer Management, Proposal Writing, Land Use, Historic Preservation, Commercial Real Estate
Education
University of Michigan 2008 — 2010
Masters, Urban Planning
Wheaton College 2000 — 2004
Bachelor of Art
Corporate Facts March 2014 - Present
Southwest Detroit Business Association November 2011 - March 2014
ASTI Environmental April 2010 - November 2011
Southwest Detroit Business Association May 2009 - April 2010
Central Detroit Christian CDC May 2005 - June 2009
Waddell & Reed Financial Services January 2006 - August 2008
Skills
Community Development, Urban Planning, Community Outreach, Real Estate Development, Economic Development, Redevelopment, Policy Analysis, Land Use Planning, Grant Writing, GIS, Affordable Housing, Sustainability, Research, Non-profits, Urban Design, Fundraising, Real Estate Economics, ArcGIS, Grants, Real Estate, Microsoft Office, Zoning, Event Planning, Comprehensive Planning, Nonprofits, Public Policy, Entitlements, Volunteer Management, Proposal Writing, Land Use, Historic Preservation, Commercial Real Estate
Education
University of Michigan 2008 — 2010
Masters, Urban Planning
Wheaton College 2000 — 2004
Bachelor of Art
Jessica Mason, MBA, PMP Jessica Mason, MBA, PMP's Waddell & Reed Financial Services Experience May 2002 - January 2003
Job
Industry Financial Services
Experience
SunGard August 2015 - Present
SunGard November 2007 - August 2015
GMAC ResCap August 2005 - November 2007
GMAC ResCap August 2005 - February 2007
Wells Fargo Bank February 2002 - August 2005
Waddell & Reed Financial Services May 2002 - January 2003
Skills
Business Analysis, Cash Management, Risk Management, Banking, Valuation
Education
Saint Mary's University of Minnesota 2004 — 2006
MBA
University of Georgia - Terry College of Business 1999 — 2001
BBA
University of Minnesota-Twin Cities 1997 — 1999
SunGard August 2015 - Present
SunGard November 2007 - August 2015
GMAC ResCap August 2005 - November 2007
GMAC ResCap August 2005 - February 2007
Wells Fargo Bank February 2002 - August 2005
Waddell & Reed Financial Services May 2002 - January 2003
Skills
Business Analysis, Cash Management, Risk Management, Banking, Valuation
Education
Saint Mary's University of Minnesota 2004 — 2006
MBA
University of Georgia - Terry College of Business 1999 — 2001
BBA
University of Minnesota-Twin Cities 1997 — 1999
Jason David Peters Jason David Peters's Waddell & Reed Financial Services Experience January 2008 - April 2008
Job Capital Markets
Industry Financial Services
Experience
Direct Access Partners September 2012 - May 2013
Strategic Stock Surveillance January 2010 - September 2012
Morgan Stanley Smith Barney September 2009 - January 2010
Benjamin & Jerold Brokerage June 2009 - January 2010
Estee Lauder May 2008 - August 2008
Waddell & Reed Financial Services January 2008 - April 2008
Skills
Microsoft Office, PowerPoint, Excel, Word, Research, Microsoft Excel, Risk Management, Investments, Capital Markets, Equities, Surveillance, Market Intelligence, Bloomberg Terminal, ThomsonOne, Securities, Bloomberg, Options, Financial Markets, Strategy, Market Research
Education
University at Albany, SUNY 2006 — 2009
B.A., Economics, Business Administration
St. John the Baptist 2001 — 2005
Direct Access Partners September 2012 - May 2013
Strategic Stock Surveillance January 2010 - September 2012
Morgan Stanley Smith Barney September 2009 - January 2010
Benjamin & Jerold Brokerage June 2009 - January 2010
Estee Lauder May 2008 - August 2008
Waddell & Reed Financial Services January 2008 - April 2008
Skills
Microsoft Office, PowerPoint, Excel, Word, Research, Microsoft Excel, Risk Management, Investments, Capital Markets, Equities, Surveillance, Market Intelligence, Bloomberg Terminal, ThomsonOne, Securities, Bloomberg, Options, Financial Markets, Strategy, Market Research
Education
University at Albany, SUNY 2006 — 2009
B.A., Economics, Business Administration
St. John the Baptist 2001 — 2005
Gina Goldstein Gina Goldstein's Waddell & Reed Financial Services Experience 1998 - Present
Job Vice President at Waddell & Reed Financial Services
Industry Financial Services
Experience
Waddell & Reed Financial Services 1998 - Present
Education
Northwest Missouri State University
BS, Marketing
Waddell & Reed Financial Services 1998 - Present
Education
Northwest Missouri State University
BS, Marketing
Dave DeWolf's Waddell & Reed Financial Services Experience February 2009 - March 2010
Job IM Project Manager at GE Transportation
Industry Information Technology and Services
Experience
GE Transportation March 2014 - Present
Paradigm Infotech May 2013 - March 2014
Paradigm Infotech June 2012 - May 2013
Sun City Hilton Head March 2010 - May 2012
Waddell & Reed Financial Services February 2009 - March 2010
Custom Turf Solutions January 2008 - March 2010
RFID Center of Excellence August 2006 - May 2008
Wee Burn Country Club May 2005 - August 2006
Skills
Project Management, Microsoft Excel, Business Analysis, Problem Solving, Cross-functional Team..., Data Analysis, SQL, Business Process..., Team Management, ERP, Department Budget..., Access, Financial Analysis, Financial Planning, Public Speaking, Databases, Finance
Education
Pennsylvania State University-Erie Campus 2006 — 2008
Masters, Business Administration
Penn State University 2001 — 2005
BS, Turfgrass Science
GE Transportation March 2014 - Present
Paradigm Infotech May 2013 - March 2014
Paradigm Infotech June 2012 - May 2013
Sun City Hilton Head March 2010 - May 2012
Waddell & Reed Financial Services February 2009 - March 2010
Custom Turf Solutions January 2008 - March 2010
RFID Center of Excellence August 2006 - May 2008
Wee Burn Country Club May 2005 - August 2006
Skills
Project Management, Microsoft Excel, Business Analysis, Problem Solving, Cross-functional Team..., Data Analysis, SQL, Business Process..., Team Management, ERP, Department Budget..., Access, Financial Analysis, Financial Planning, Public Speaking, Databases, Finance
Education
Pennsylvania State University-Erie Campus 2006 — 2008
Masters, Business Administration
Penn State University 2001 — 2005
BS, Turfgrass Science
Stafford F. Lucky Stafford F. Lucky's Waddell & Reed Financial Services Experience May 1987 - March 1996
Job Owner at Lucky Annuity and Insurance Group
Industry Financial Services
Experience
Lucky Annuity and Insurance Group January 1974 - Present
Allianz Life April 2003 - September 2009
United Investors Life Insurance Company May 1987 - January 2009
Ameriprise Financial Services, Inc. 1996 - 2003
Waddell & Reed Financial Services May 1987 - March 1996
Skills
IRAs, Strategic Financial..., Retirement, Insurance, Disability Insurance, Long-term Care, Long Term Care Insurance, Finance, Asset Management, Roth IRA, Retirement Planning, Personal Finance, Fixed Annuities, Life Insurance, Term Life Insurance, Mutual Funds, Series 63, Health Insurance, Investments, Wealth Management, 401k, Financial Planners, Universal Life
Education
Texas Southern University 1973 — 1976
Bachelor of Science in Accounting, and Finance
University of Houston, C.T. Bauer College of Business 1971 — 1973
Business, Finance
Lucky Annuity and Insurance Group January 1974 - Present
Allianz Life April 2003 - September 2009
United Investors Life Insurance Company May 1987 - January 2009
Ameriprise Financial Services, Inc. 1996 - 2003
Waddell & Reed Financial Services May 1987 - March 1996
Skills
IRAs, Strategic Financial..., Retirement, Insurance, Disability Insurance, Long-term Care, Long Term Care Insurance, Finance, Asset Management, Roth IRA, Retirement Planning, Personal Finance, Fixed Annuities, Life Insurance, Term Life Insurance, Mutual Funds, Series 63, Health Insurance, Investments, Wealth Management, 401k, Financial Planners, Universal Life
Education
Texas Southern University 1973 — 1976
Bachelor of Science in Accounting, and Finance
University of Houston, C.T. Bauer College of Business 1971 — 1973
Business, Finance
Krista Page Krista Page's Waddell & Reed Financial Services Experience 2007 - 2008
Job Operations Manager at San Diego Realty, Inc
Industry Real Estate
Experience
Independent August 2010 - Present
San Diego REO Specialist 2008 - 2010
Waddell & Reed Financial Services 2007 - 2008
Education
The University of New Mexico 1984 — 1989
B.U.S., Theeatre Arts
Independent August 2010 - Present
San Diego REO Specialist 2008 - 2010
Waddell & Reed Financial Services 2007 - 2008
Education
The University of New Mexico 1984 — 1989
B.U.S., Theeatre Arts
Stan Wiegand a.k.a. DJ CLEAR Stan Wiegand a.k.a. DJ CLEAR's Waddell & Reed Financial Services Experience February 1992 - October 1999
Job Club/Mobile DJ and Director of the Vibe Custom Label Bottled Water
Industry Entertainment
Experience
PURA FLO February 2008 - Present
Crystal Clear DJ Services December 1999 - Present
Waddell & Reed Financial Services February 1992 - October 1999
Education
Texas A&M University 1988 — 1992
Weslaco High School
PURA FLO February 2008 - Present
Crystal Clear DJ Services December 1999 - Present
Waddell & Reed Financial Services February 1992 - October 1999
Education
Texas A&M University 1988 — 1992
Weslaco High School
Daniel Hutchens Daniel Hutchens's Waddell & Reed Financial Services Experience June 2008 - August 2010
Job Product Manager at Nike
Industry Internet
Experience
Nike November 2013 - Present
Thetus Corporation March 2013 - October 2013
Thetus Corporation April 2012 - March 2013
EAI Information Systems July 2011 - March 2012
EAI Information Systems September 2010 - July 2011
Waddell & Reed Financial Services June 2008 - August 2010
Skills
Product Management, Product Development, Scrum, Agile Project Management, Strategy, Software Project..., Software Development, JIRA, Agile Methodologies
Education
University of Oregon - Charles H. Lundquist College of Business 2003 — 2008
Bachelors of Science, Accounting
Nike November 2013 - Present
Thetus Corporation March 2013 - October 2013
Thetus Corporation April 2012 - March 2013
EAI Information Systems July 2011 - March 2012
EAI Information Systems September 2010 - July 2011
Waddell & Reed Financial Services June 2008 - August 2010
Skills
Product Management, Product Development, Scrum, Agile Project Management, Strategy, Software Project..., Software Development, JIRA, Agile Methodologies
Education
University of Oregon - Charles H. Lundquist College of Business 2003 — 2008
Bachelors of Science, Accounting
Bobby Hornyak's Waddell & Reed Financial Services Experience November 2008 - March 2010
Job Trusted Financial Advisor
Industry Financial Services
Experience
Huntington National Bank September 2012 - Present
RJH Real Property, LLC 2012 - Present
Pit Alley BBQ 2010 - Present
First Commonwealth Bank October 2010 - February 2012
Bankers Life and Casualty June 2010 - October 2010
Waddell & Reed Financial Services November 2008 - March 2010
Digital River November 2007 - October 2008
Guardian Protection Services May 2005 - October 2007
Honeywell June 2002 - May 2005
Education
University of Phoenix 2003 — 2006
Masters, Business Administration (MBA)
ITT Technical Institute 1999 — 2003
Bachelors, Electronic Engineering
Huntington National Bank September 2012 - Present
RJH Real Property, LLC 2012 - Present
Pit Alley BBQ 2010 - Present
First Commonwealth Bank October 2010 - February 2012
Bankers Life and Casualty June 2010 - October 2010
Waddell & Reed Financial Services November 2008 - March 2010
Digital River November 2007 - October 2008
Guardian Protection Services May 2005 - October 2007
Honeywell June 2002 - May 2005
Education
University of Phoenix 2003 — 2006
Masters, Business Administration (MBA)
ITT Technical Institute 1999 — 2003
Bachelors, Electronic Engineering
Scot Snyder Scot Snyder's Waddell & Reed Financial Services Experience 2003 - 2008
Job UX/UI Design Manager, UX/UI Design and Dev, Web/Mobile/eCommerce, HTML5, CSS3, jQuery, JavaScript, Adobe CC
Industry Financial Services
Experience
TouchNet Information Systems, Inc. 2008 - Present
Waddell & Reed April 2003 - June 2008
Ivy Funds April 2003 - June 2008
Waddell & Reed Financial Services 2003 - 2008
scotsnyder.com January 1998 - August 2002
TEKsystems 1998 - 2002
TEKsystems 1998 - 2002
Rockhurst University August 1998 - May 2000
Anderson Communications Group May 1995 - August 1998
Skills
Concept Design, Group Presentations, User Interface Design, User Experience, E-commerce, Illustrator, Social Media, Dreamweaver, Web Design, HTML, Photoshop, Email Marketing, Microsoft Office, InDesign, SEO, Customer Relations, Product Development, Flash, Product Management, Application Development, Marketing Strategy, Visio, Web Development, CSS, Photography, Windows, Adobe Creative Suite, jQuery, Graphic Design, Team Leadership, Wordpress, Adobe Acrobat, Layout, HTML5, W3C, Section 508, WCAG, Multimedia, Mobile, Apps, Customer Service, Web Applications, Illustration, User Interface
Education
Savannah College of Art and Design 1991 — 1996
BFA, Graphic Design
Orange Park High School 1989 — 1991
TouchNet Information Systems, Inc. 2008 - Present
Waddell & Reed April 2003 - June 2008
Ivy Funds April 2003 - June 2008
Waddell & Reed Financial Services 2003 - 2008
scotsnyder.com January 1998 - August 2002
TEKsystems 1998 - 2002
TEKsystems 1998 - 2002
Rockhurst University August 1998 - May 2000
Anderson Communications Group May 1995 - August 1998
Skills
Concept Design, Group Presentations, User Interface Design, User Experience, E-commerce, Illustrator, Social Media, Dreamweaver, Web Design, HTML, Photoshop, Email Marketing, Microsoft Office, InDesign, SEO, Customer Relations, Product Development, Flash, Product Management, Application Development, Marketing Strategy, Visio, Web Development, CSS, Photography, Windows, Adobe Creative Suite, jQuery, Graphic Design, Team Leadership, Wordpress, Adobe Acrobat, Layout, HTML5, W3C, Section 508, WCAG, Multimedia, Mobile, Apps, Customer Service, Web Applications, Illustration, User Interface
Education
Savannah College of Art and Design 1991 — 1996
BFA, Graphic Design
Orange Park High School 1989 — 1991
Gina Goldstein Gina Goldstein's Waddell & Reed Financial Services Experience October 1998 - Present
Job Vice President at Waddell & Reed Financial Services
Industry Financial Services
Experience
Waddell & Reed Financial Services October 1998 - Present
Ivy Funds 1998 - Present
Waddell & Reed Financial, Inc. 1998 - Present
Education
Northwest Missouri State University
Waddell & Reed Financial Services October 1998 - Present
Ivy Funds 1998 - Present
Waddell & Reed Financial, Inc. 1998 - Present
Education
Northwest Missouri State University
Brian M Pasalich's Waddell & Reed Financial Services Experience 2000 - 2003
Job Vice President | MassMutual Financial Group New JerseyNYC
Industry Financial Services
Experience
MassMutual NJ-NYC June 2014 - Present
The Founder Institute November 2014 - Present
NGLCCNY July 2014 - Present
Marriage Equality USA July 2013 - Present
Momentum Teens for Leadership June 2013 - Present
American Diabetes Association June 2013 - October 2014
New York Life Insurance Company September 2008 - December 2013
John Hancock Financial Network June 2006 - September 2008
Foresters August 2003 - June 2006
Waddell & Reed Financial Services 2000 - 2003
Skills
Leadership, Financial Services, Retirement Planning, Management, Insurance, Fixed Annuities, Finance, Leadership Development..., Coaching, Estate Planning, Marketing, Investments, Retirement, Life Insurance, Business Planning, Public Speaking, Financial Planning, Long-term Care, IRAs, Wealth Management, Financial Advisory, Mutual Funds, Securities, Financial Planners, Training, Portfolio Management, Nonprofits, Small Business, Personal Finance, Employee Benefits, Long Term Care Insurance, Strategic Financial..., Alternative Investments, Disability Insurance, Strategy, Wealth Accumulation, Investment Advisory, Asset Management, 401k, Series 63, Investment Strategies, Series 7, Asset Allocation, Pensions, Wealth, Investment Management, Fixed Income, Wealth Management..., Series 24, 401k Rollovers
Education
The University of Montana 1994 — 1998
Microbiology, Microbiology
Uniformed Services University of the Health Sciences 1996 — 1996
CONTOMS, Counter-Narcotics Tactical Operations: Medical Support
Deaconess Medical Center 1993 — 1993
Paramedic, Paramedic
MassMutual NJ-NYC June 2014 - Present
The Founder Institute November 2014 - Present
NGLCCNY July 2014 - Present
Marriage Equality USA July 2013 - Present
Momentum Teens for Leadership June 2013 - Present
American Diabetes Association June 2013 - October 2014
New York Life Insurance Company September 2008 - December 2013
John Hancock Financial Network June 2006 - September 2008
Foresters August 2003 - June 2006
Waddell & Reed Financial Services 2000 - 2003
Skills
Leadership, Financial Services, Retirement Planning, Management, Insurance, Fixed Annuities, Finance, Leadership Development..., Coaching, Estate Planning, Marketing, Investments, Retirement, Life Insurance, Business Planning, Public Speaking, Financial Planning, Long-term Care, IRAs, Wealth Management, Financial Advisory, Mutual Funds, Securities, Financial Planners, Training, Portfolio Management, Nonprofits, Small Business, Personal Finance, Employee Benefits, Long Term Care Insurance, Strategic Financial..., Alternative Investments, Disability Insurance, Strategy, Wealth Accumulation, Investment Advisory, Asset Management, 401k, Series 63, Investment Strategies, Series 7, Asset Allocation, Pensions, Wealth, Investment Management, Fixed Income, Wealth Management..., Series 24, 401k Rollovers
Education
The University of Montana 1994 — 1998
Microbiology, Microbiology
Uniformed Services University of the Health Sciences 1996 — 1996
CONTOMS, Counter-Narcotics Tactical Operations: Medical Support
Deaconess Medical Center 1993 — 1993
Paramedic, Paramedic
Dmitry Frenklakh Dmitry Frenklakh's Waddell & Reed Financial Services Experience March 2009 - September 2010
Job Agent, New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company September 2010 - Present
Waddell & Reed Financial Services March 2009 - September 2010
Citizens Investment Services July 2008 - January 2009
Neighborhood School November 2007 - May 2008
Brookline Recreation Department September 2006 - May 2008
Brimmer and May September 2006 - May 2008
Saint Stevens Elementary school April 2003 - October 2007
SMART school February 2006 - April 2007
Skills
Retirement Planning, Fixed Annuities, Investments, Estate Planning, Small Business, Life Insurance, Education funding..., Life Time Income..., Whole Life Insurance, 401k
Education
University of Massachusetts Boston 2003 — 2007
finance
New York Life Insurance Company September 2010 - Present
Waddell & Reed Financial Services March 2009 - September 2010
Citizens Investment Services July 2008 - January 2009
Neighborhood School November 2007 - May 2008
Brookline Recreation Department September 2006 - May 2008
Brimmer and May September 2006 - May 2008
Saint Stevens Elementary school April 2003 - October 2007
SMART school February 2006 - April 2007
Skills
Retirement Planning, Fixed Annuities, Investments, Estate Planning, Small Business, Life Insurance, Education funding..., Life Time Income..., Whole Life Insurance, 401k
Education
University of Massachusetts Boston 2003 — 2007
finance
Candice (Sublette) Adams's Waddell & Reed Financial Services Experience 2005 - 2007
Job Corporate Communications, NRG Energy
Industry Oil & Energy
Experience
NRG Energy April 2015 - Present
Trinity Solar October 2011 - April 2015
Starz Entertainment October 2010 - October 2011
Make-A-Wish Foundation of Montana May 2008 - October 2011
DIRECTV December 2009 - October 2010
DIRECTV Inc January 2007 - February 2010
Waddell & Reed Financial Services 2005 - 2007
Skills
Call Center, Leadership, Customer Retention, Workforce Management, Customer Service, Training, Cross-functional Team..., Customer Experience, Customer Satisfaction, Call Centers, Process Improvement, Marketing, Marketing Strategy, Strategic Planning, Social Media, Lead Generation, Social Media Marketing, Market Research, Operations Management, Customer Experience..., Reputation Management, Customer Advocacy, Grass Roots Campaigns, Grassroots Marketing, Project Management, Promotions, Corporate Events, Marketing Communications, Customer Outreach, Customer Engagement, Internal Communications, Thought Leadership, Data Analysis, Time Management, Salesforce.com, Fundraising, Account Management, CRM, Business Planning, Strategic Partnerships, Business Development, B2B, Strategy, Integrated Marketing, Sales, Competitive Analysis, Sales Presentations, Email Marketing, Direct Marketing, Online Marketing
Education
The University of Montana - School of Business Administration 2005 — 2007
Finance, Business - Finance, Math
Del Mar High
NRG Energy April 2015 - Present
Trinity Solar October 2011 - April 2015
Starz Entertainment October 2010 - October 2011
Make-A-Wish Foundation of Montana May 2008 - October 2011
DIRECTV December 2009 - October 2010
DIRECTV Inc January 2007 - February 2010
Waddell & Reed Financial Services 2005 - 2007
Skills
Call Center, Leadership, Customer Retention, Workforce Management, Customer Service, Training, Cross-functional Team..., Customer Experience, Customer Satisfaction, Call Centers, Process Improvement, Marketing, Marketing Strategy, Strategic Planning, Social Media, Lead Generation, Social Media Marketing, Market Research, Operations Management, Customer Experience..., Reputation Management, Customer Advocacy, Grass Roots Campaigns, Grassroots Marketing, Project Management, Promotions, Corporate Events, Marketing Communications, Customer Outreach, Customer Engagement, Internal Communications, Thought Leadership, Data Analysis, Time Management, Salesforce.com, Fundraising, Account Management, CRM, Business Planning, Strategic Partnerships, Business Development, B2B, Strategy, Integrated Marketing, Sales, Competitive Analysis, Sales Presentations, Email Marketing, Direct Marketing, Online Marketing
Education
The University of Montana - School of Business Administration 2005 — 2007
Finance, Business - Finance, Math
Del Mar High
Sabrina Saxer Sabrina Saxer's Waddell & Reed Financial Services Experience June 1998 - Present
Job Assistant Portfolio Manager at Waddell & Reed Financial Services
Industry Investment Management
Experience
Waddell & Reed Financial Services June 1998 - Present
George K. Baum & Company January 1991 - May 1998
Skills
Fixed Income, Credit Analysis, Capital Markets, Bonds, Bloomberg, Fixed Income Trading, Investments, Financial Markets, Trading, Mutual Funds, Money Market, Funding, Asset Management, Portfolio Management, Structured Products, Credit, Commercial Paper, Banking, Risk, Financial Modeling, Equities, Debt, ABS, Financial Analysis, Liquidity Management, Economics, Credit Risk, Securitization, Structured Finance
Education
University of Missouri-Kansas City
Accounting
Waddell & Reed Financial Services June 1998 - Present
George K. Baum & Company January 1991 - May 1998
Skills
Fixed Income, Credit Analysis, Capital Markets, Bonds, Bloomberg, Fixed Income Trading, Investments, Financial Markets, Trading, Mutual Funds, Money Market, Funding, Asset Management, Portfolio Management, Structured Products, Credit, Commercial Paper, Banking, Risk, Financial Modeling, Equities, Debt, ABS, Financial Analysis, Liquidity Management, Economics, Credit Risk, Securitization, Structured Finance
Education
University of Missouri-Kansas City
Accounting
Kelsee Pietz's Waddell & Reed Financial Services Experience December 2010 - April 2013
Job Video Producer
Industry Information Technology and Services
Experience
Strange Music, Inc May 2015 - Present
Insight Global November 2014 - May 2015
Boveri Realty Group May 2013 - November 2014
Wilks Broadcasting Mix 93.3 July 2013 - December 2013
Waddell & Reed Financial Services December 2010 - April 2013
Skills
Marketing, Public Speaking, Administrative..., Customer Service, Final Cut Pro, Social Media Marketing, Social Media, Online Social Networking, Online Advertising, Advertising, HTML scripting, WordPress, Dreamweaver
Education
University of Missouri-Kansas City 2011 — 2013
Bachelor of Arts (B.A.) in Communications Studies, Film & Media Arts Emphasis
Strange Music, Inc May 2015 - Present
Insight Global November 2014 - May 2015
Boveri Realty Group May 2013 - November 2014
Wilks Broadcasting Mix 93.3 July 2013 - December 2013
Waddell & Reed Financial Services December 2010 - April 2013
Skills
Marketing, Public Speaking, Administrative..., Customer Service, Final Cut Pro, Social Media Marketing, Social Media, Online Social Networking, Online Advertising, Advertising, HTML scripting, WordPress, Dreamweaver
Education
University of Missouri-Kansas City 2011 — 2013
Bachelor of Arts (B.A.) in Communications Studies, Film & Media Arts Emphasis
Alex Hubler's Waddell & Reed Financial Services Experience May 2009 - August 2009
Job Transaction Coordinator at Keller Williams Premier Realty
Industry Real Estate
Experience
Keller Williams Realty, Inc. August 2015 - Present
CoBank April 2015 - August 2015
Wells Fargo Home Mortgage September 2012 - April 2015
Wells Fargo Home Mortgage October 2011 - August 2012
Wells Fargo Home Mortgage July 2010 - October 2011
Waddell & Reed Financial Services May 2009 - August 2009
Waterfront Restoration, LLC April 2004 - August 2009
Education
University of Minnesota Duluth 2005 — 2010
Bachelor, Business Administration; Finance, Marketing
Mound Westonka High School
Keller Williams Realty, Inc. August 2015 - Present
CoBank April 2015 - August 2015
Wells Fargo Home Mortgage September 2012 - April 2015
Wells Fargo Home Mortgage October 2011 - August 2012
Wells Fargo Home Mortgage July 2010 - October 2011
Waddell & Reed Financial Services May 2009 - August 2009
Waterfront Restoration, LLC April 2004 - August 2009
Education
University of Minnesota Duluth 2005 — 2010
Bachelor, Business Administration; Finance, Marketing
Mound Westonka High School
Janet Baker, CFP®, CDFA™ Janet Baker, CFP®, CDFA™'s Waddell & Reed Financial Services Experience February 2001 - March 2006
Job Owner at Divorce Financial Consultants, LLC and Senior Vice President, Nova Financial Services
Industry Financial Services
Experience
Divorce Financial Consultants, LLC October 2011 - Present
Nova Financial Services June 2009 - Present
MetLife Financial Services March 2006 - June 2009
Waddell & Reed Financial Services February 2001 - March 2006
Skills
Strategic Financial..., Investments, Estate Planning, Retirement Planning, Financial Services
Education
Queen's University 1979 — 1983
B. Comm (hons), Finance, Marketing
Queen's University 1979 — 1983
Bachelor of Commerce, Hons, Business/Finance
Divorce Financial Consultants, LLC October 2011 - Present
Nova Financial Services June 2009 - Present
MetLife Financial Services March 2006 - June 2009
Waddell & Reed Financial Services February 2001 - March 2006
Skills
Strategic Financial..., Investments, Estate Planning, Retirement Planning, Financial Services
Education
Queen's University 1979 — 1983
B. Comm (hons), Finance, Marketing
Queen's University 1979 — 1983
Bachelor of Commerce, Hons, Business/Finance
Andrew Swistowicz Andrew Swistowicz's Waddell & Reed Financial Services Experience September 2006 - December 2006
Job Senior Business Development Manager at Coverity
Industry Financial Services
Experience
Coverity August 2014 - Present
Coverity November 2012 - July 2014
Freedom Financial October 2009 - May 2011
Balboa Capital January 2008 - September 2009
Waddell & Reed Financial Services September 2006 - December 2006
Skills
Account Management, Loans, Cold Calling, Asset Based Lending, Portfolio Management, Underwriting, Banking, Investments, Equities, Forecasting, Securities, Factoring, Microsoft Excel, Strategic Financial..., Financial Modeling, Mutual Funds, Alternative Investments, Leadership, Gender Identity
Education
University of Kansas 2002 — 2006
Bachelors, Finance
University of Wollongong 2005 — 2005
Bachelors, Finance & International Trade
Coverity August 2014 - Present
Coverity November 2012 - July 2014
Freedom Financial October 2009 - May 2011
Balboa Capital January 2008 - September 2009
Waddell & Reed Financial Services September 2006 - December 2006
Skills
Account Management, Loans, Cold Calling, Asset Based Lending, Portfolio Management, Underwriting, Banking, Investments, Equities, Forecasting, Securities, Factoring, Microsoft Excel, Strategic Financial..., Financial Modeling, Mutual Funds, Alternative Investments, Leadership, Gender Identity
Education
University of Kansas 2002 — 2006
Bachelors, Finance
University of Wollongong 2005 — 2005
Bachelors, Finance & International Trade
Christopher Swanson, CFA's Waddell & Reed Financial Services Experience May 2010 - June 2011
Job Associate at Raymond James
Industry Investment Management
Experience
Raymond James October 2011 - Present
Waddell & Reed Financial Services May 2010 - June 2011
ACG January 2011 - March 2011
Quinnipiac University August 2009 - December 2009
Skills
Equity Research, Valuation, Portfolio Management, Financial Modeling, Investments, Bloomberg, Asset Management, Private Equity, Alternative Investments, Hedge Funds, Fixed Income, Analysis, Bloomberg Terminal, Microsoft Office, Financial Reporting, Financial Analysis, Excel, Stocks, Wealth Management, Portfolio Strategy, Free Cash Flow, Investment Banking, Business Analysis, Asset Managment, Equity Valuation, Quantitative Analysis, Equity Trading, Market Research, Quantitative Modeling, Financial Markets, Financial Management, Private Banking, Equity Derivatives, Mergers, Acquisition Analysis, DCF, Macro, Vlookup, Equities, Finance, Economics, Microsoft Excel, Series 7, Capital Markets, Asset Allocation, Hedging, Risk Management, Laddering, Modern Portfolio Theory, Alpha Generation
Education
Quinnipiac University - School of Business 2010 — 2011
Master of Business Administration (M.B.A.), Concentration in Finance
Quinnipiac University - School of Business 2006 — 2010
Bachelor of Science, Finance
Wantagh High School 2002 — 2006
Raymond James October 2011 - Present
Waddell & Reed Financial Services May 2010 - June 2011
ACG January 2011 - March 2011
Quinnipiac University August 2009 - December 2009
Skills
Equity Research, Valuation, Portfolio Management, Financial Modeling, Investments, Bloomberg, Asset Management, Private Equity, Alternative Investments, Hedge Funds, Fixed Income, Analysis, Bloomberg Terminal, Microsoft Office, Financial Reporting, Financial Analysis, Excel, Stocks, Wealth Management, Portfolio Strategy, Free Cash Flow, Investment Banking, Business Analysis, Asset Managment, Equity Valuation, Quantitative Analysis, Equity Trading, Market Research, Quantitative Modeling, Financial Markets, Financial Management, Private Banking, Equity Derivatives, Mergers, Acquisition Analysis, DCF, Macro, Vlookup, Equities, Finance, Economics, Microsoft Excel, Series 7, Capital Markets, Asset Allocation, Hedging, Risk Management, Laddering, Modern Portfolio Theory, Alpha Generation
Education
Quinnipiac University - School of Business 2010 — 2011
Master of Business Administration (M.B.A.), Concentration in Finance
Quinnipiac University - School of Business 2006 — 2010
Bachelor of Science, Finance
Wantagh High School 2002 — 2006
Stephanie Nguyen Stephanie Nguyen's Waddell & Reed Financial Services Experience September 2010 - February 2011
Job Sourcer/Recruiter at Palantir Technologies
Industry Staffing and Recruiting
Experience
Palantir Technologies June 2012 - Present
Duran HCP April 2012 - December 2012
Morgan Stanley January 2012 - March 2012
Hunter Technology June 2011 - August 2011
Waddell & Reed Financial Services September 2010 - February 2011
Skills
Technical Recruiting, Recruiting, Sourcing, Salesforce.com, Talent Acquisition, Applicant Tracking..., Analysis, Competitive Analysis, Data Analysis, Microsoft Excel, Data Analytics, Benefits Negotiation, College Recruiting, Market Research, Staffing Services, Marketing, Contract Recruitment, Customer Service, Screening, Onboarding, Networking, Internet Recruiting, Human Resources, Training, Interviews, Social Networking, Screening Resumes, Leadership, Boolean Searching, Outlook, Finance
Education
University of California, Davis 2008 — 2012
Bachelors of Science, Managerial Economics
Palantir Technologies June 2012 - Present
Duran HCP April 2012 - December 2012
Morgan Stanley January 2012 - March 2012
Hunter Technology June 2011 - August 2011
Waddell & Reed Financial Services September 2010 - February 2011
Skills
Technical Recruiting, Recruiting, Sourcing, Salesforce.com, Talent Acquisition, Applicant Tracking..., Analysis, Competitive Analysis, Data Analysis, Microsoft Excel, Data Analytics, Benefits Negotiation, College Recruiting, Market Research, Staffing Services, Marketing, Contract Recruitment, Customer Service, Screening, Onboarding, Networking, Internet Recruiting, Human Resources, Training, Interviews, Social Networking, Screening Resumes, Leadership, Boolean Searching, Outlook, Finance
Education
University of California, Davis 2008 — 2012
Bachelors of Science, Managerial Economics
Karim M. Jinnah Karim M. Jinnah's Waddell & Reed Financial Services Experience 2009 - 2010
Job Financial Services Professional
Industry Financial Services
Experience
MassMutual Greater Los Angeles April 2012 - Present
Coastal Financial Partners Group, LLC April 2010 - March 2012
Waddell & Reed Financial Services 2009 - 2010
Education
San Diego State University-California State University 2002 — 2004
BA, Economics
MassMutual Greater Los Angeles April 2012 - Present
Coastal Financial Partners Group, LLC April 2010 - March 2012
Waddell & Reed Financial Services 2009 - 2010
Education
San Diego State University-California State University 2002 — 2004
BA, Economics
Wendy Lindsey's Waddell & Reed Financial Services Experience August 1998 - April 2002
Job Center Based Resource III Para Educator, Olathe School District
Industry Primary/Secondary Education
Experience
ResCare HomeCare October 2013 - Present
Olathe School District September 2011 - Present
Olathe School District August 2010 - September 2011
Grace Church April 2005 - November 2008
Waddell & Reed Financial Services August 1998 - April 2002
Skills
Customer Service, Microsoft Office, Team Building, Leadership, Social Media
Education
University of Kansas 1993 — 1997
Bachelor of Arts (BA), Psychology
JCCC 2013 — 2016
RN, Nursing
ResCare HomeCare October 2013 - Present
Olathe School District September 2011 - Present
Olathe School District August 2010 - September 2011
Grace Church April 2005 - November 2008
Waddell & Reed Financial Services August 1998 - April 2002
Skills
Customer Service, Microsoft Office, Team Building, Leadership, Social Media
Education
University of Kansas 1993 — 1997
Bachelor of Arts (BA), Psychology
JCCC 2013 — 2016
RN, Nursing
Teddy Gerner's Waddell & Reed Financial Services Experience May 2010 - October 2010
Job Audit Associate at Deloitte
Industry Accounting
Experience
Deloitte September 2013 - Present
Capital Brewery July 2009 - July 2013
Grainger Library May 2010 - May 2013
Deloitte January 2012 - March 2012
Waddell & Reed Financial Services May 2010 - October 2010
Skills
Microsoft Excel, PowerPoint, Accounting, Auditing, Finance, Microsoft Word, Microsoft Office, Access, Social Media, Facebook, Public Speaking, Team Leadership, Financial Analysis, Project Management, Data Analysis, Teamwork, Time Management, Leadership
Education
University of Wisconsin-Madison 2012 — 2013
Master of Accountancy
University of Wisconsin-Madison - School of Business 2008 — 2012
Bachelor of Business Administration (BBA), Accounting
Università Commerciale 'Luigi Bocconi' 2010 — 2011
Economics
Deloitte September 2013 - Present
Capital Brewery July 2009 - July 2013
Grainger Library May 2010 - May 2013
Deloitte January 2012 - March 2012
Waddell & Reed Financial Services May 2010 - October 2010
Skills
Microsoft Excel, PowerPoint, Accounting, Auditing, Finance, Microsoft Word, Microsoft Office, Access, Social Media, Facebook, Public Speaking, Team Leadership, Financial Analysis, Project Management, Data Analysis, Teamwork, Time Management, Leadership
Education
University of Wisconsin-Madison 2012 — 2013
Master of Accountancy
University of Wisconsin-Madison - School of Business 2008 — 2012
Bachelor of Business Administration (BBA), Accounting
Università Commerciale 'Luigi Bocconi' 2010 — 2011
Economics
Rob Chrin Rob Chrin's Waddell & Reed Financial Services Experience August 2003 - November 2006
Job Software Tester at HewlettPackard
Industry Computer Software
Experience
Hewlett-Packard March 2010 - Present
DMV March 2010 - July 2011
HP Enterprise Services 2010 - 2011
Verizon Business December 2006 - October 2009
Verizon Business 2006 - October 2009
Waddell & Reed Financial Services August 2003 - November 2006
Allegis Corporation May 2000 - January 2003
SBT Accounting Systems Inc. November 1997 - April 2000
Sutter Home Winery May 1997 - November 1997
Skills
Software Quality..., Testing, Test Automation, VBScript, SQL, Test Planning, Test Cases, SDLC, Quality Center, Regression Testing, Requirements Analysis, Quality Assurance, Web Applications, Databases, Oracle, Manual Testing, Defect Tracking, Visual Basic, User Acceptance Testing, QTP, JavaScript, Agile Methodologies, System Testing, Business Requirements, Test Management, HP QTP
Education
Sonoma State University 1986 — 1989
B.S., Computer & Information Sciences
University of California, Riverside 1981 — 1985
B.S., Biology
Hewlett-Packard March 2010 - Present
DMV March 2010 - July 2011
HP Enterprise Services 2010 - 2011
Verizon Business December 2006 - October 2009
Verizon Business 2006 - October 2009
Waddell & Reed Financial Services August 2003 - November 2006
Allegis Corporation May 2000 - January 2003
SBT Accounting Systems Inc. November 1997 - April 2000
Sutter Home Winery May 1997 - November 1997
Skills
Software Quality..., Testing, Test Automation, VBScript, SQL, Test Planning, Test Cases, SDLC, Quality Center, Regression Testing, Requirements Analysis, Quality Assurance, Web Applications, Databases, Oracle, Manual Testing, Defect Tracking, Visual Basic, User Acceptance Testing, QTP, JavaScript, Agile Methodologies, System Testing, Business Requirements, Test Management, HP QTP
Education
Sonoma State University 1986 — 1989
B.S., Computer & Information Sciences
University of California, Riverside 1981 — 1985
B.S., Biology
Jonathan Milton's Waddell & Reed Financial Services Experience June 2006 - August 2008
Job Bridging the Gap between great business people and great technology.
Industry Marketing and Advertising
Experience
Catch Clients January 2011 - Present
CFCU Community Credit Union October 2013 - March 2015
Premier Technologies September 2012 - September 2013
A Plus Clients January 2007 - February 2011
Waddell & Reed Financial Services June 2006 - August 2008
Satellite Newspapers December 2004 - January 2006
Skills
E-commerce, Web Design, Sales, Marketing, CRM, Customer Service, Business Development, Marketing Strategy, Web Development, Management, Entrepreneurship, Facebook, Graphic Design, Web Video, Photoshop, HTML, Windows, Mac, Training
Education
University of Miami - School of Business 2000 — 2004
Finance, Entrepreneurship, Psychology, Graphic Design
Catch Clients January 2011 - Present
CFCU Community Credit Union October 2013 - March 2015
Premier Technologies September 2012 - September 2013
A Plus Clients January 2007 - February 2011
Waddell & Reed Financial Services June 2006 - August 2008
Satellite Newspapers December 2004 - January 2006
Skills
E-commerce, Web Design, Sales, Marketing, CRM, Customer Service, Business Development, Marketing Strategy, Web Development, Management, Entrepreneurship, Facebook, Graphic Design, Web Video, Photoshop, HTML, Windows, Mac, Training
Education
University of Miami - School of Business 2000 — 2004
Finance, Entrepreneurship, Psychology, Graphic Design
Marshall Carlson Marshall Carlson's Waddell & Reed Financial Services Experience November 2010 - May 2011
Job Financial Analyst at Texas Department of State Health Services
Industry Financial Services
Experience
Texas Department of State Health Services November 2014 - Present
Merrill Lynch September 2012 - April 2014
Merrill Lynch September 2011 - September 2012
Merrill Lynch November 2010 - September 2011
Texas State University June 2010 - August 2011
Waddell & Reed Financial Services November 2010 - May 2011
First Investors Corporation June 2010 - August 2010
Skills
Customer Service, Investments, Series 7, Series 66, Leadership, Financial Analysis, Portfolio Management, Management, Microsoft Excel, Strategic Financial..., Valuation, PowerPoint, Bloomberg, Microsoft Office, Banking, Data Analysis, Access, Microsoft Word, Accounting, Bloomberg Terminal, Finance, Mutual Funds, Financial Modeling, Asset Allocation, Equities, Risk Management, Asset Management, Economics, Equity Research, Fixed Income
Education
Texas State University 2008 — 2012
Bachelor of Business Administration, Finance
Texas State University-San Marcos 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance
Texas Department of State Health Services November 2014 - Present
Merrill Lynch September 2012 - April 2014
Merrill Lynch September 2011 - September 2012
Merrill Lynch November 2010 - September 2011
Texas State University June 2010 - August 2011
Waddell & Reed Financial Services November 2010 - May 2011
First Investors Corporation June 2010 - August 2010
Skills
Customer Service, Investments, Series 7, Series 66, Leadership, Financial Analysis, Portfolio Management, Management, Microsoft Excel, Strategic Financial..., Valuation, PowerPoint, Bloomberg, Microsoft Office, Banking, Data Analysis, Access, Microsoft Word, Accounting, Bloomberg Terminal, Finance, Mutual Funds, Financial Modeling, Asset Allocation, Equities, Risk Management, Asset Management, Economics, Equity Research, Fixed Income
Education
Texas State University 2008 — 2012
Bachelor of Business Administration, Finance
Texas State University-San Marcos 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance
Jerry Lett's Waddell & Reed Financial Services Experience January 1993 - November 1996
Job Operations manager at Mars Petcare
Industry Consumer Goods
Experience
Mars, Inc November 2006 - Present
Mars, Inc March 2001 - November 2006
Mars, Inc August 1999 - March 2001
Army Reserve / National Guard September 1990 - November 1999
Mars, Inc October 1998 - August 1999
Mars, Inc January 1998 - October 1998
United States Civil Service March 1991 - January 1998
Waddell & Reed Financial Services January 1993 - November 1996
US Army December 1987 - August 1990
Skills
Warehousing, 5S, Budgets, Continuous Improvement, Customer Service, FMCG, Inventory Control, Kaizen, Leadership, Lean Manufacturing, Logistics, Manufacturing, Operations Management, Process Improvement, Project Planning, Purchasing, Sales, Strategy, Supply Chain Management
Education
Saint Leo University 1993 — 1997
Bachelor of Arts, Business Administration
Eastern Wayne
Mars University
Mars University
Ty Boyd
Mars, Inc November 2006 - Present
Mars, Inc March 2001 - November 2006
Mars, Inc August 1999 - March 2001
Army Reserve / National Guard September 1990 - November 1999
Mars, Inc October 1998 - August 1999
Mars, Inc January 1998 - October 1998
United States Civil Service March 1991 - January 1998
Waddell & Reed Financial Services January 1993 - November 1996
US Army December 1987 - August 1990
Skills
Warehousing, 5S, Budgets, Continuous Improvement, Customer Service, FMCG, Inventory Control, Kaizen, Leadership, Lean Manufacturing, Logistics, Manufacturing, Operations Management, Process Improvement, Project Planning, Purchasing, Sales, Strategy, Supply Chain Management
Education
Saint Leo University 1993 — 1997
Bachelor of Arts, Business Administration
Eastern Wayne
Mars University
Mars University
Ty Boyd
Andy Toppin Andy Toppin's Waddell & Reed Financial Services Experience November 2007 - January 2008
Job Associate at Fir Tree Partners
Industry Financial Services
Experience
Fir Tree Partners October 2013 - Present
JP Morgan Chase July 2010 - October 2013
State Farm Insurance June 2009 - August 2009
Waddell & Reed Financial Services November 2007 - January 2008
Skills
Financial Analysis, Bloomberg, Bloomberg Terminal, Business Planning, Financial Modeling, Hedge Funds, Equities, Fixed Income, Investments, Securities, Microsoft Excel, Portfolio Management, Equity Research, Mutual Funds, Trade Capture, Account Reconciliation, Derivatives, Geneva, MarkitServ PortRec
Education
University at Albany, SUNY 2006 — 2010
Bachelors of Science, Business
University of Nottingham 2008 — 2008
Business
Fir Tree Partners October 2013 - Present
JP Morgan Chase July 2010 - October 2013
State Farm Insurance June 2009 - August 2009
Waddell & Reed Financial Services November 2007 - January 2008
Skills
Financial Analysis, Bloomberg, Bloomberg Terminal, Business Planning, Financial Modeling, Hedge Funds, Equities, Fixed Income, Investments, Securities, Microsoft Excel, Portfolio Management, Equity Research, Mutual Funds, Trade Capture, Account Reconciliation, Derivatives, Geneva, MarkitServ PortRec
Education
University at Albany, SUNY 2006 — 2010
Bachelors of Science, Business
University of Nottingham 2008 — 2008
Business
Rick Von Der Sitt Rick Von Der Sitt's Waddell & Reed Financial Services Experience July 1986 - December 1990
Job NorthPoint Lending Group, Inc.
Industry Financial Services
Experience
NorthPoint Lending Group, Inc. January 1990 - Present
Tower Capital Advisors, LLC August 2013 - Present
Wealth Diagnostics, LLC. January 2007 - Present
Waddell & Reed Financial Services July 1986 - December 1990
Skills
Leadership, Highly motivated..., Financial Analysis, Business Analysis, New Business Development, Problem Solving, Marketing Strategy, Banking, Portfolio Management, Investments, Loans, Mortgage Lending, Insurance, Finance, Series 7, Real Estate
Education
Anthony Robbins University 1993 — 2011
Mastery University, Life, Health and Wealth
Southern Illinois University, Carbondale 1982 — 1986
BS, Finance
Notre Dame High School 1977 — 1981
College Prep
NorthPoint Lending Group, Inc. January 1990 - Present
Tower Capital Advisors, LLC August 2013 - Present
Wealth Diagnostics, LLC. January 2007 - Present
Waddell & Reed Financial Services July 1986 - December 1990
Skills
Leadership, Highly motivated..., Financial Analysis, Business Analysis, New Business Development, Problem Solving, Marketing Strategy, Banking, Portfolio Management, Investments, Loans, Mortgage Lending, Insurance, Finance, Series 7, Real Estate
Education
Anthony Robbins University 1993 — 2011
Mastery University, Life, Health and Wealth
Southern Illinois University, Carbondale 1982 — 1986
BS, Finance
Notre Dame High School 1977 — 1981
College Prep
Anand Cherukuri's Waddell & Reed Financial Services Experience January 2008 - May 2008
Job Investment Banking Analyst Mergers & Acquisitions at Oppenheimer & Co. Inc.
Industry Financial Services
Experience
Oppenheimer & Co. Inc. May 2014 - Present
Right To Play April 2014 - Present
Moelis & Company May 2012 - May 2014
Investment Banking Institute July 2011 - May 2012
LogixData June 2009 - June 2011
UBS September 2008 - May 2009
Waddell & Reed Financial Services January 2008 - May 2008
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Dealogic, Bloomberg Terminal, Capital IQ, Valuation, Finance, Investment Banking, Capital Markets, Mergers & Acquisitions, Accounting, Investments, Public Speaking, Microsoft Office, Analysis, Mergers, Financial Modeling, Financial Analysis, Corporate Finance, Due Diligence, Bloomberg, DCF
Education
University of California, Riverside 2006 — 2010
B.S. Business Administration
University of Oxford 2010 — 2010
Diamond Bar High School 2002 — 2006
Investment Banking Institute
Oppenheimer & Co. Inc. May 2014 - Present
Right To Play April 2014 - Present
Moelis & Company May 2012 - May 2014
Investment Banking Institute July 2011 - May 2012
LogixData June 2009 - June 2011
UBS September 2008 - May 2009
Waddell & Reed Financial Services January 2008 - May 2008
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Dealogic, Bloomberg Terminal, Capital IQ, Valuation, Finance, Investment Banking, Capital Markets, Mergers & Acquisitions, Accounting, Investments, Public Speaking, Microsoft Office, Analysis, Mergers, Financial Modeling, Financial Analysis, Corporate Finance, Due Diligence, Bloomberg, DCF
Education
University of California, Riverside 2006 — 2010
B.S. Business Administration
University of Oxford 2010 — 2010
Diamond Bar High School 2002 — 2006
Investment Banking Institute
Barry Fitzgibbon Barry Fitzgibbon's Waddell & Reed Financial Services Experience March 2011 - May 2012
Job Market Analyst at Travelers
Industry Financial Services
Experience
Travelers 2013 - Present
Travelers July 2012 - July 2013
Waddell & Reed Financial Services March 2011 - May 2012
Skills
Bloomberg, Financial Analysis, Financial Modeling, Bloomberg Terminal, Finance, Morningstar, Microsoft Excel, Investments, PowerPoint, Microsoft Office, Microsoft Word, Outlook, Valuation, Financial Markets, Data Analysis, Access, Customer Service
Education
Quinnipiac University - School of Business 2008 — 2012
Bachelor's degree, Economics, Finance
Travelers 2013 - Present
Travelers July 2012 - July 2013
Waddell & Reed Financial Services March 2011 - May 2012
Skills
Bloomberg, Financial Analysis, Financial Modeling, Bloomberg Terminal, Finance, Morningstar, Microsoft Excel, Investments, PowerPoint, Microsoft Office, Microsoft Word, Outlook, Valuation, Financial Markets, Data Analysis, Access, Customer Service
Education
Quinnipiac University - School of Business 2008 — 2012
Bachelor's degree, Economics, Finance
Judie Sowers Judie Sowers's Waddell & Reed Financial Services Experience 1991 - 1995
Job Realtor at RE/MAX Professionals Olympia WA
Industry Real Estate
Experience
RE/MAX Professionals Olympia WA March 2013 - Present
Marketing Unlimited 1995 - 2000
Waddell & Reed Financial Services 1991 - 1995
Skills
Marketing, First Time Home Buyers, Single Family Homes, Buyer Representation, Relocation, Investment Properties, Residential Homes, Photography, Relocation Buyers, National Association of..., Real Estate Transactions, Property, Real Estate, New Home Sales, Referrals, Investors, Sellers, REO
Education
University of Puget Sound
Bachelor of Business Administration (BBA), Marketing
University of Puget Sound
Bachelor of Business Administration (B.B.A.), Business & Marketing
RE/MAX Professionals Olympia WA March 2013 - Present
Marketing Unlimited 1995 - 2000
Waddell & Reed Financial Services 1991 - 1995
Skills
Marketing, First Time Home Buyers, Single Family Homes, Buyer Representation, Relocation, Investment Properties, Residential Homes, Photography, Relocation Buyers, National Association of..., Real Estate Transactions, Property, Real Estate, New Home Sales, Referrals, Investors, Sellers, REO
Education
University of Puget Sound
Bachelor of Business Administration (BBA), Marketing
University of Puget Sound
Bachelor of Business Administration (B.B.A.), Business & Marketing
Patrick Klein's Waddell & Reed Financial Services Experience July 2006 - January 2010
Job Director: FP&A Advisors Channel
Industry Financial Services
Experience
Waddell & Reed January 2013 - Present
Waddell & Reed January 2010 - December 2012
Waddell & Reed Financial Services July 2006 - January 2010
Waddell & Reed Financial Services April 2003 - July 2006
Waddell & Reed May 2000 - April 2003
Skills
Strategic Financial..., Budgets, Financial Analysis, Marketing, Accounting, Process Improvement, Business Analysis, Analysis, Sales Management, Mutual Funds, Finance, Risk Management, Investments, Financial Reporting, Insurance Planning, Insurance, Financial Planning
Education
Rockhurst University 2002 — 2004
MBA
Saint Louis University 1996 — 2000
BSBA, Accounting
Waddell & Reed January 2013 - Present
Waddell & Reed January 2010 - December 2012
Waddell & Reed Financial Services July 2006 - January 2010
Waddell & Reed Financial Services April 2003 - July 2006
Waddell & Reed May 2000 - April 2003
Skills
Strategic Financial..., Budgets, Financial Analysis, Marketing, Accounting, Process Improvement, Business Analysis, Analysis, Sales Management, Mutual Funds, Finance, Risk Management, Investments, Financial Reporting, Insurance Planning, Insurance, Financial Planning
Education
Rockhurst University 2002 — 2004
MBA
Saint Louis University 1996 — 2000
BSBA, Accounting
Michelle Dennis Michelle Dennis's Waddell & Reed Financial Services Experience 1987 - 1989
Job Principal at Transforma Associates
Industry Information Technology and Services
Experience
Transforma Associates June 2014 - Present
Dialogues Research Service July 2014 - Present
SunGard Financial Systems October 2012 - May 2014
SunGard Financial Systems January 2007 - October 2012
SunGard Financial Systems December 1999 - January 2007
SunGard Financial Systems December 1997 - December 1999
SunGard Financial Systems July 1995 - December 1997
SunGard Financial Systems April 1994 - July 1995
U.S.Central Credit Union 1989 - 1994
Waddell & Reed Financial Services 1987 - 1989
Skills
Financial Services, Business Analysis, Risk Management, New Business Development, Process Improvement, Business Strategy, Mergers & Acquisitions, Relationship Management, Management Consulting, Account Management, SDLC, Management, Insurance, IT Strategy, Business Development, Investments, Vendor Management, Leadership, Analytics, Financial Analysis, Equities, Analysis, Strategic Financial..., Derivatives, Banking, Business Process..., Financial Modeling, Portfolio Management, Fixed Income, SaaS, CRM, Executive Management, Product Management, Finance, Program Management, Outsourcing, Team Management, Training, Operations Management, Accounting, Strategy, Consulting, Mutual Funds, Selling, Start-ups, Professional Services, Enterprise Software, Business Intelligence, Business Process, Sales
Education
Rockhurst University 1982 — 1986
Bachelor's Degree, Accounting
Transforma Associates June 2014 - Present
Dialogues Research Service July 2014 - Present
SunGard Financial Systems October 2012 - May 2014
SunGard Financial Systems January 2007 - October 2012
SunGard Financial Systems December 1999 - January 2007
SunGard Financial Systems December 1997 - December 1999
SunGard Financial Systems July 1995 - December 1997
SunGard Financial Systems April 1994 - July 1995
U.S.Central Credit Union 1989 - 1994
Waddell & Reed Financial Services 1987 - 1989
Skills
Financial Services, Business Analysis, Risk Management, New Business Development, Process Improvement, Business Strategy, Mergers & Acquisitions, Relationship Management, Management Consulting, Account Management, SDLC, Management, Insurance, IT Strategy, Business Development, Investments, Vendor Management, Leadership, Analytics, Financial Analysis, Equities, Analysis, Strategic Financial..., Derivatives, Banking, Business Process..., Financial Modeling, Portfolio Management, Fixed Income, SaaS, CRM, Executive Management, Product Management, Finance, Program Management, Outsourcing, Team Management, Training, Operations Management, Accounting, Strategy, Consulting, Mutual Funds, Selling, Start-ups, Professional Services, Enterprise Software, Business Intelligence, Business Process, Sales
Education
Rockhurst University 1982 — 1986
Bachelor's Degree, Accounting
Jason M. Kueser Jason M. Kueser's Waddell & Reed Financial Services Experience 1997 - 2000
Job Attorney Securities & Investment Fraud, Estate Planning, and Business Planning
Industry Law Practice
Experience
The Kueser Law Firm, PC April 2009 - Present
Public Investors Arbitration Bar Association (PIABA) 2008 - Present
The Nygaard Law Firm January 2004 - March 2009
Baron Financial Group 2000 - 2002
Waddell & Reed Financial Services 1997 - 2000
Skills
Securities Arbitration, Securities Litigation, Investment Law, Securities Law, Securities Fraud, Estate Planning, Business Planning, Business Formation, LLC, Corporate Law, General Business..., Commercial Litigation, Civil Litigation, Wills, Trusts, Living Trusts, Litigation, Class Actions, Appellate Litigation, Appeals, Arbitration, Consumer Law, Living Wills, Contract Disputes, Business Torts, Breach Of Contract, Securities, Disputes, Legal Services, Torts, Entity Formation, Business Disputes, Legal Assistance, Mediation, Dispute, Securities Regulation, Alternative Dispute..., Dispute Resolution
Education
University of Missouri-Kansas City School of Law 2002 — 2005
J.D., Emphasis in Litigation and Business Law
University of Missouri-Kansas City 1998 — 2000
MBA, Finance, Management of Information Systems
University of Missouri-Kansas City 1993 — 1997
B.S., Accounting
The Kueser Law Firm, PC April 2009 - Present
Public Investors Arbitration Bar Association (PIABA) 2008 - Present
The Nygaard Law Firm January 2004 - March 2009
Baron Financial Group 2000 - 2002
Waddell & Reed Financial Services 1997 - 2000
Skills
Securities Arbitration, Securities Litigation, Investment Law, Securities Law, Securities Fraud, Estate Planning, Business Planning, Business Formation, LLC, Corporate Law, General Business..., Commercial Litigation, Civil Litigation, Wills, Trusts, Living Trusts, Litigation, Class Actions, Appellate Litigation, Appeals, Arbitration, Consumer Law, Living Wills, Contract Disputes, Business Torts, Breach Of Contract, Securities, Disputes, Legal Services, Torts, Entity Formation, Business Disputes, Legal Assistance, Mediation, Dispute, Securities Regulation, Alternative Dispute..., Dispute Resolution
Education
University of Missouri-Kansas City School of Law 2002 — 2005
J.D., Emphasis in Litigation and Business Law
University of Missouri-Kansas City 1998 — 2000
MBA, Finance, Management of Information Systems
University of Missouri-Kansas City 1993 — 1997
B.S., Accounting
David Goler's Waddell & Reed Financial Services Experience June 2009 - May 2010
Job Director of National Accounts at Zinc
Industry Marketing and Advertising
Experience
Zinc July 2014 - Present
PadSquad July 2013 - July 2014
Fast Company March 2011 - July 2013
MediaVest November 2010 - March 2011
Waddell & Reed Financial Services June 2009 - May 2010
Skills
DART, DSM, Excel, Research, Customer Relations, Insurance, Digital Media, Social Media, Microsoft Excel, Social Media Marketing, DoubleClick, Social Networking, Customer Service, Online Marketing, Advertising, Media Planning, Integrated Marketing, Online Advertising, Digital Marketing, Content Strategy, Publishing, Digital Strategy, Mobile Marketing, Mobile Advertising
Education
University of Hartford 2005 — 2009
Bachelor of Science (BS), Economics and Finance
Zinc July 2014 - Present
PadSquad July 2013 - July 2014
Fast Company March 2011 - July 2013
MediaVest November 2010 - March 2011
Waddell & Reed Financial Services June 2009 - May 2010
Skills
DART, DSM, Excel, Research, Customer Relations, Insurance, Digital Media, Social Media, Microsoft Excel, Social Media Marketing, DoubleClick, Social Networking, Customer Service, Online Marketing, Advertising, Media Planning, Integrated Marketing, Online Advertising, Digital Marketing, Content Strategy, Publishing, Digital Strategy, Mobile Marketing, Mobile Advertising
Education
University of Hartford 2005 — 2009
Bachelor of Science (BS), Economics and Finance
Chris Slagle, CPA's Waddell & Reed Financial Services Experience April 2009 - December 2009
Job Tax Associate at PwC
Industry Accounting
Experience
PwC January 2014 - Present
WithumSmith+Brown January 2013 - April 2013
Wells Fargo Advisors October 2010 - November 2011
Enterprise Rent-A-Car March 2010 - October 2010
Waddell & Reed Financial Services April 2009 - December 2009
TD Bank Financial Group March 2006 - August 2008
Skills
Accounting, Cash Flow, Cash Management, Finance, Accounts Receivable, Retirement Planning, Financial Modeling, Sales, Management, Corporate Finance, Payroll, Small Business, Financial Statements, Mutual Funds, Analysis, Financial Analysis, Portfolio Management, Strategic Financial..., Tax, Microsoft Excel
Education
Rider University 2011 — 2013
Additional 30 credits - Undergraduate Accounting, Pre-MAcc - Accounting, GPA: 3.86
University of Colorado Boulder - Leeds School of Business 2005 — 2009
BS, Finance
PwC January 2014 - Present
WithumSmith+Brown January 2013 - April 2013
Wells Fargo Advisors October 2010 - November 2011
Enterprise Rent-A-Car March 2010 - October 2010
Waddell & Reed Financial Services April 2009 - December 2009
TD Bank Financial Group March 2006 - August 2008
Skills
Accounting, Cash Flow, Cash Management, Finance, Accounts Receivable, Retirement Planning, Financial Modeling, Sales, Management, Corporate Finance, Payroll, Small Business, Financial Statements, Mutual Funds, Analysis, Financial Analysis, Portfolio Management, Strategic Financial..., Tax, Microsoft Excel
Education
Rider University 2011 — 2013
Additional 30 credits - Undergraduate Accounting, Pre-MAcc - Accounting, GPA: 3.86
University of Colorado Boulder - Leeds School of Business 2005 — 2009
BS, Finance
Tomilyn Doyle's Waddell & Reed Financial Services Experience May 2010 - August 2011
Job Sales & Marketing Analyst at Nations Equipment Finance LLC
Industry Financial Services
Experience
Nations Equipment Finance LLC January 2012 - Present
Waddell & Reed Financial Services May 2010 - August 2011
Skills
Data Compression, Salesforce.com, Constant Contact, iContact, Microsoft Excel, Westlaw, Dunn & Bradstreet, EDA, Microsoft Office, Hoovers, E-commerce SEO, Fixed Annuities, PowerPoint, SEO, Adobe Creative Suite, Retirement, Mutual Funds, Series 7, Series 66, Uniform Combined State..., 401k Rollovers, IRAs, Strategic Financial..., Investment Advisory, Asset Allocation, Wealth Accumulation, CT Life/Accident and..., Wealth Management, Retirement Planning
Education
The University of Connecticut 2006 — 2010
Bachelor of Science (BS), Business/Managerial Economics
The University of Connecticut 2006 — 2010
Bachelor of Arts (BA), Political Science and Government
Nations Equipment Finance LLC January 2012 - Present
Waddell & Reed Financial Services May 2010 - August 2011
Skills
Data Compression, Salesforce.com, Constant Contact, iContact, Microsoft Excel, Westlaw, Dunn & Bradstreet, EDA, Microsoft Office, Hoovers, E-commerce SEO, Fixed Annuities, PowerPoint, SEO, Adobe Creative Suite, Retirement, Mutual Funds, Series 7, Series 66, Uniform Combined State..., 401k Rollovers, IRAs, Strategic Financial..., Investment Advisory, Asset Allocation, Wealth Accumulation, CT Life/Accident and..., Wealth Management, Retirement Planning
Education
The University of Connecticut 2006 — 2010
Bachelor of Science (BS), Business/Managerial Economics
The University of Connecticut 2006 — 2010
Bachelor of Arts (BA), Political Science and Government
Christopher Bohling's Waddell & Reed Financial Services Experience July 2008 - December 2008
Job Senior Developer at Quest Diagnostics
Industry Information Technology and Services
Experience
Quest Diagnostics March 2009 - Present
Waddell & Reed Financial Services July 2008 - December 2008
Datacore Marketing October 2007 - May 2008
N'Site Solutions Inc. April 2007 - October 2007
Christopher Bohling, Consultant June 2005 - June 2007
Myers and Stauffer September 2005 - April 2007
PPM Information Solutions, Inc. 2004 - 2005
Vision Data Solutions, Inc. 2000 - 2004
Visionpace 2000 - 2004
Mid America Assistance Coalition January 1995 - April 2000
Skills
Microsoft SQL Server, SSIS, ETL, .NET, SQL, Business Intelligence, Databases, Database Design, C#, Agile Methodologies, ASP.NET, Data Warehousing, Software Documentation, UML, T-SQL, MVC, Requirements Gathering, SSRS, SDLC, SharePoint, Scrum, VB.NET, Visual Studio, ASP.NET MVC, IIS, TFS, Data Modeling, Software Development, Web Applications, Visio, Object Oriented Design, SQL Tuning
Education
The University of Kansas 1982 — 1987
Master of Arts
Pittsburg State University 1979 — 1982
Master of Arts
Quest Diagnostics March 2009 - Present
Waddell & Reed Financial Services July 2008 - December 2008
Datacore Marketing October 2007 - May 2008
N'Site Solutions Inc. April 2007 - October 2007
Christopher Bohling, Consultant June 2005 - June 2007
Myers and Stauffer September 2005 - April 2007
PPM Information Solutions, Inc. 2004 - 2005
Vision Data Solutions, Inc. 2000 - 2004
Visionpace 2000 - 2004
Mid America Assistance Coalition January 1995 - April 2000
Skills
Microsoft SQL Server, SSIS, ETL, .NET, SQL, Business Intelligence, Databases, Database Design, C#, Agile Methodologies, ASP.NET, Data Warehousing, Software Documentation, UML, T-SQL, MVC, Requirements Gathering, SSRS, SDLC, SharePoint, Scrum, VB.NET, Visual Studio, ASP.NET MVC, IIS, TFS, Data Modeling, Software Development, Web Applications, Visio, Object Oriented Design, SQL Tuning
Education
The University of Kansas 1982 — 1987
Master of Arts
Pittsburg State University 1979 — 1982
Master of Arts
Bill Fellows's Waddell & Reed Financial Services Experience September 2008 - June 2011
Job Senior Partner; SQL Server MVP
Industry Computer Software
Experience
Opportune Tech LLC May 2015 - Present
Triple-I June 2014 - May 2015
Valorem Consulting Group March 2013 - June 2014
Paige Technologies June 2012 - March 2013
SAIC June 2011 - June 2012
Waddell & Reed Financial Services September 2008 - June 2011
RiverPoint August 2007 - September 2008
Waddell & Reed (RiverPoint consultant) August 2007 - September 2008
Datacore Marketing September 2002 - July 2007
Longview Community College January 2002 - May 2003
Education
University of Missouri-Rolla 1993 — 1998
BS, Computer Science
Opportune Tech LLC May 2015 - Present
Triple-I June 2014 - May 2015
Valorem Consulting Group March 2013 - June 2014
Paige Technologies June 2012 - March 2013
SAIC June 2011 - June 2012
Waddell & Reed Financial Services September 2008 - June 2011
RiverPoint August 2007 - September 2008
Waddell & Reed (RiverPoint consultant) August 2007 - September 2008
Datacore Marketing September 2002 - July 2007
Longview Community College January 2002 - May 2003
Education
University of Missouri-Rolla 1993 — 1998
BS, Computer Science
A.J. Geddes's Waddell & Reed Financial Services Experience August 2008 - March 2014
Job Principal Information Security Engineer at Freightquote
Industry Banking
Experience
Freightquote March 2014 - Present
Waddell & Reed Financial Services August 2008 - March 2014
Federal Reserve Bank July 2006 - July 2008
GSI 2007 - 2008
Skills
System Administration, VMware, Security, Network Administration, Project Management, Windows, Information Security, Troubleshooting, Linux, Customer Service, PMP, Active Directory, Strategic Planning, ITIL, Microsoft Office, MySQL, Vendor Management, VBScript, Powershell, Disaster Recovery, SharePoint, Data Security, DNS, Network Security, Data Center, Microsoft Exchange, Windows Server, Firewalls, Virtualization, DHCP, VMware ESX, Servers, Windows 7, IIS, IT Management, VMware Infrastructure, VPN, Server Architecture, High Availability
Education
University of Missouri-Columbia 1993 — 1997
CIS
Freightquote March 2014 - Present
Waddell & Reed Financial Services August 2008 - March 2014
Federal Reserve Bank July 2006 - July 2008
GSI 2007 - 2008
Skills
System Administration, VMware, Security, Network Administration, Project Management, Windows, Information Security, Troubleshooting, Linux, Customer Service, PMP, Active Directory, Strategic Planning, ITIL, Microsoft Office, MySQL, Vendor Management, VBScript, Powershell, Disaster Recovery, SharePoint, Data Security, DNS, Network Security, Data Center, Microsoft Exchange, Windows Server, Firewalls, Virtualization, DHCP, VMware ESX, Servers, Windows 7, IIS, IT Management, VMware Infrastructure, VPN, Server Architecture, High Availability
Education
University of Missouri-Columbia 1993 — 1997
CIS
Jeremy Brust's Waddell & Reed Financial Services Experience January 2001 - December 2002
Job Experienced and Driven Grad
Industry Retail
Experience
Publix Supermarkets January 1997 - Present
John Hancock January 2007 - July 2007
Sutton & Cohen LLC. January 2005 - June 2006
Waddell & Reed Financial Services January 2001 - December 2002
Education
University of Central Florida 2002 — 2005
B.S., Business Finance
Publix Supermarkets January 1997 - Present
John Hancock January 2007 - July 2007
Sutton & Cohen LLC. January 2005 - June 2006
Waddell & Reed Financial Services January 2001 - December 2002
Education
University of Central Florida 2002 — 2005
B.S., Business Finance
Sunita Sanjanwala's Waddell & Reed Financial Services Experience January 2007 - September 2012
Job Owner at Primrose School of Overland Park
Industry Education Management
Experience
Primrose Schools September 2012 - Present
Waddell & Reed Financial Services January 2007 - September 2012
Waddell & Reed January 2006 - December 2007
Ameriprise Financial Advisors August 2002 - August 2005
Skills
SharePoint, MS Office tools, SnagIt, SDLC, Microsoft Office, Process Improvement, Software Documentation, Program Management, Requirements Analysis, Vendor Management, Project Management, Business Intelligence, PMO, Requirements Gathering, Software Project..., PMP, Risk Management
Education
University of Michigan - Stephen M. Ross School of Business 2000 — 2002
Bachelor of Business Administration (BBA), Marketing and Computer Information Systems
Primrose Schools September 2012 - Present
Waddell & Reed Financial Services January 2007 - September 2012
Waddell & Reed January 2006 - December 2007
Ameriprise Financial Advisors August 2002 - August 2005
Skills
SharePoint, MS Office tools, SnagIt, SDLC, Microsoft Office, Process Improvement, Software Documentation, Program Management, Requirements Analysis, Vendor Management, Project Management, Business Intelligence, PMO, Requirements Gathering, Software Project..., PMP, Risk Management
Education
University of Michigan - Stephen M. Ross School of Business 2000 — 2002
Bachelor of Business Administration (BBA), Marketing and Computer Information Systems
Mike Wickman's Waddell & Reed Financial Services Experience February 1999 - January 2014
Job CommVault Admin. & Sr. Systems Programmer
Industry Financial Services
Experience
Waddell & Reed January 2014 - Present
Waddell & Reed Financial Services February 1999 - January 2014
Waddell and Reed 1999 - January 2014
Marley Cooling Tower Co. 1994 - 1999
AT&T 1978 - 1994
Skills
z/OS, MVS, Operating Systems, IBM Mainframe, Storage Management, COBOL, Brocade, Mainframe, DASD Management, REXX, SMP/E, Tape Libraries, Disaster Recovery, Dasd, IBM Utilities, CICS, DB2, CommVault, JCL, TSO
Education
Webster University 2011 — 2014
Master of Business Administration (M.B.A.)
University of Nebraska at Kearney 1974 — 1978
BS, Computer Science
Waddell & Reed January 2014 - Present
Waddell & Reed Financial Services February 1999 - January 2014
Waddell and Reed 1999 - January 2014
Marley Cooling Tower Co. 1994 - 1999
AT&T 1978 - 1994
Skills
z/OS, MVS, Operating Systems, IBM Mainframe, Storage Management, COBOL, Brocade, Mainframe, DASD Management, REXX, SMP/E, Tape Libraries, Disaster Recovery, Dasd, IBM Utilities, CICS, DB2, CommVault, JCL, TSO
Education
Webster University 2011 — 2014
Master of Business Administration (M.B.A.)
University of Nebraska at Kearney 1974 — 1978
BS, Computer Science
Angela Ruddock's Waddell & Reed Financial Services Experience January 1995 - November 2005
Job Angela Allen Ruddock, CFP
Industry Financial Services
Experience
Symphonic Financial Advisors November 2005 - Present
Waddell & Reed Financial Services January 1995 - November 2005
Skills
Investments, Microsoft Excel, Mortgage Lending, Risk Management, Credit, Retirement, Investment Advisory, Financial Analysis, Mutual Funds, Strategic Financial..., First Time Home Buyers, Team Building, Insurance, Real Estate, Retirement Planning, Loans, Customer Service, Asset Allocation, Public Speaking, Budgets, Uniform Combined State..., Public Relations, Series 7
Education
Texas A&M University 1990 — 1994
Animal Sciences
Warrensburg High School 1987 — 1990
Symphonic Financial Advisors November 2005 - Present
Waddell & Reed Financial Services January 1995 - November 2005
Skills
Investments, Microsoft Excel, Mortgage Lending, Risk Management, Credit, Retirement, Investment Advisory, Financial Analysis, Mutual Funds, Strategic Financial..., First Time Home Buyers, Team Building, Insurance, Real Estate, Retirement Planning, Loans, Customer Service, Asset Allocation, Public Speaking, Budgets, Uniform Combined State..., Public Relations, Series 7
Education
Texas A&M University 1990 — 1994
Animal Sciences
Warrensburg High School 1987 — 1990
michael strohm's Waddell & Reed Financial Services Experience 1972 - Present
Job COO at Waddell & Reed Financial
Industry Financial Services
Experience
Waddell & Reed Financial CEOWaddell & Reed, Inc.1972 - Present
Waddell & Reed Financial Services 1972 - Present
Skills
Analysis, Mutual Funds, Securities, Insurance, Finance, Portfolio Management, Financial Services, Risk Management, Asset Management, Strategic Financial..., Investments, Equities, Fixed Income, Wealth Management, Business Analysis
Education
Rockhurst University 1969 — 1972
Waddell & Reed Financial CEOWaddell & Reed, Inc.1972 - Present
Waddell & Reed Financial Services 1972 - Present
Skills
Analysis, Mutual Funds, Securities, Insurance, Finance, Portfolio Management, Financial Services, Risk Management, Asset Management, Strategic Financial..., Investments, Equities, Fixed Income, Wealth Management, Business Analysis
Education
Rockhurst University 1969 — 1972
Tim Nootz, CFP®, CMFC's Waddell & Reed Financial Services Experience December 2005 - December 2008
Job Innovative Field Leader Developing / Building / Supporting Sales Teams & Distribution Growth
Industry Financial Services
Experience
Guardian Life January 2015 - April 2015
Guardian Life July 2011 - January 2015
Waddell & Reed Financial Services December 2005 - December 2008
Heartland Financial Services 2004 - 2005
Prudential Financial September 1999 - June 2004
Skills
Insurance, Succession Planning, Sales Management, Strategic Planning, Estate Planning, Coaching, Financial Services, Sales, Retirement, Strategic Financial..., Retirement Planning, Fixed Annuities, Management, Training, Employee Benefits, 401k, Leadership Development, Financial Planning, Mutual Funds
Education
University of Nebraska at Kearney 1986 — 1991
Bachelor of Science
Millard South High School 1980 — 1984
Guardian Life January 2015 - April 2015
Guardian Life July 2011 - January 2015
Waddell & Reed Financial Services December 2005 - December 2008
Heartland Financial Services 2004 - 2005
Prudential Financial September 1999 - June 2004
Skills
Insurance, Succession Planning, Sales Management, Strategic Planning, Estate Planning, Coaching, Financial Services, Sales, Retirement, Strategic Financial..., Retirement Planning, Fixed Annuities, Management, Training, Employee Benefits, 401k, Leadership Development, Financial Planning, Mutual Funds
Education
University of Nebraska at Kearney 1986 — 1991
Bachelor of Science
Millard South High School 1980 — 1984
Saleel Muzumdar's Waddell & Reed Financial Services Experience August 2001 - September 2003
Job Finance Group Manager at Procter & Gamble
Industry Consumer Goods
Experience
Procter & Gamble August 2014 - Present
Procter & Gamble June 2009 - July 2014
Dewolff, Boberg & Associates May 2006 - August 2007
Dewolff, Boberg & Associates September 2003 - May 2006
Waddell & Reed Financial Services August 2001 - September 2003
Steak 'n Shake Company June 1999 - August 2001
Skills
Leadership, Finance, Financial Modeling, Financial Analysis, Forecasting, Cross-functional Team..., Competitive Analysis, Consumer Products, Process Improvement, Corporate Finance, Financial Reporting, Business Strategy, Data Analysis, Business Analysis, Strategic Planning, Financial Forecasting, Strategy, Business Process..., Marketing Strategy
Education
The Ohio State University Fisher College of Business 2007 — 2009
MBA, Corporate Finance, Strategy
The Ohio State University 1995 — 1999
B.S., International Business
Procter & Gamble August 2014 - Present
Procter & Gamble June 2009 - July 2014
Dewolff, Boberg & Associates May 2006 - August 2007
Dewolff, Boberg & Associates September 2003 - May 2006
Waddell & Reed Financial Services August 2001 - September 2003
Steak 'n Shake Company June 1999 - August 2001
Skills
Leadership, Finance, Financial Modeling, Financial Analysis, Forecasting, Cross-functional Team..., Competitive Analysis, Consumer Products, Process Improvement, Corporate Finance, Financial Reporting, Business Strategy, Data Analysis, Business Analysis, Strategic Planning, Financial Forecasting, Strategy, Business Process..., Marketing Strategy
Education
The Ohio State University Fisher College of Business 2007 — 2009
MBA, Corporate Finance, Strategy
The Ohio State University 1995 — 1999
B.S., International Business
Nick Vitullo's Waddell & Reed Financial Services Experience June 2008 - December 2008
Job Operations Manager
Industry Logistics and Supply Chain
Experience
NFI September 2009 - Present
Waddell & Reed Financial Services June 2008 - December 2008
Extra Mile Transportation April 2006 - June 2008
Southern Cal Transport, Inc. October 2005 - April 2006
CHEP October 2004 - August 2005
Exel August 2003 - October 2004
C.H. Robinson May 1993 - August 2003
Skills
Logistics Management, Recruiting, Transportation, Training, 3PL, Freight, Logistics, Transportation..., Warehousing, LTL, Truckload, Container, Operations Management, Management, Customer Service, Supply Chain Management, Inventory Management, Leadership, Process Improvement, Supply Chain, Team Building, Contract Negotiation, Trucking, Route Planning, Reverse Logistics, Supply Chain..., Air Freight
Education
The University of Memphis 1989 — 1993
Bachelor’s Degree, Business Administration and Management, General
NFI September 2009 - Present
Waddell & Reed Financial Services June 2008 - December 2008
Extra Mile Transportation April 2006 - June 2008
Southern Cal Transport, Inc. October 2005 - April 2006
CHEP October 2004 - August 2005
Exel August 2003 - October 2004
C.H. Robinson May 1993 - August 2003
Skills
Logistics Management, Recruiting, Transportation, Training, 3PL, Freight, Logistics, Transportation..., Warehousing, LTL, Truckload, Container, Operations Management, Management, Customer Service, Supply Chain Management, Inventory Management, Leadership, Process Improvement, Supply Chain, Team Building, Contract Negotiation, Trucking, Route Planning, Reverse Logistics, Supply Chain..., Air Freight
Education
The University of Memphis 1989 — 1993
Bachelor’s Degree, Business Administration and Management, General
Stephen Haeckel's Waddell & Reed Financial Services Experience March 2005 - October 2005
Job Internal Wholesaler: Life Sales Wire/Bank Channel at Lincoln Financial Distributors
Industry Insurance
Experience
Lincoln Financial Distributors April 2014 - Present
MassMutual Financial Group March 2010 - April 2014
Barnum Financial Group an Office of MetLife October 2005 - March 2010
John T. Dougherty CPA, LLC January 2007 - January 2008
Waddell & Reed Financial Services March 2005 - October 2005
UST November 2003 - May 2004
Skills
Wholesaling, Whole Life, Term Life Insurance, Retirement Income..., Territory Management, Variable Life, Business Planning, Universal Life, Insurance, Retirement, Financial Planning, Finance
Education
University of Connecticut 2012 — 2014
Master of Business Administration (M.B.A.), Executive MBA Program
Pace University - Lubin School of Business 2000 — 2004
Bachelor of Business Administration (B.B.A.), Finance
Xavier High School 1996 — 2000
High School
Lincoln Financial Distributors April 2014 - Present
MassMutual Financial Group March 2010 - April 2014
Barnum Financial Group an Office of MetLife October 2005 - March 2010
John T. Dougherty CPA, LLC January 2007 - January 2008
Waddell & Reed Financial Services March 2005 - October 2005
UST November 2003 - May 2004
Skills
Wholesaling, Whole Life, Term Life Insurance, Retirement Income..., Territory Management, Variable Life, Business Planning, Universal Life, Insurance, Retirement, Financial Planning, Finance
Education
University of Connecticut 2012 — 2014
Master of Business Administration (M.B.A.), Executive MBA Program
Pace University - Lubin School of Business 2000 — 2004
Bachelor of Business Administration (B.B.A.), Finance
Xavier High School 1996 — 2000
High School
Joni Stonestreet's Waddell & Reed Financial Services Experience October 2009 - August 2011
Job Business Systems Analyst at Paige Technologies
Industry Information Technology and Services
Experience
Paige Technologies April 2014 - Present
KC - DAMA April 2011 - Present
Financial Peace University for Single Women January 2010 - Present
Blue Cross Blue Shield of Kansas City May 2012 - April 2014
Lender Processing Services, Inc. (LPS) May 2011 - May 2012
Waddell & Reed Financial Services October 2009 - August 2011
KC - DAMA 2000 - 2010
Commerce Bank 1991 - 2007
Skills
Data Warehousing, Data Integration, Requirements Analysis, Business Intelligence, Data Modeling, SDLC, SQL, Requirements Gathering, Visio, Databases, Data Analysis, Business Objects, Business Analysis, ETL, Software Documentation, DB2, SharePoint, Project Management, Analysis, Program Management, Microsoft SQL Server, Business Process, Database Design, Systems Analysis
Education
University of Kansas - Graduate School of Business
MBA, Marketing, Finance
Paige Technologies April 2014 - Present
KC - DAMA April 2011 - Present
Financial Peace University for Single Women January 2010 - Present
Blue Cross Blue Shield of Kansas City May 2012 - April 2014
Lender Processing Services, Inc. (LPS) May 2011 - May 2012
Waddell & Reed Financial Services October 2009 - August 2011
KC - DAMA 2000 - 2010
Commerce Bank 1991 - 2007
Skills
Data Warehousing, Data Integration, Requirements Analysis, Business Intelligence, Data Modeling, SDLC, SQL, Requirements Gathering, Visio, Databases, Data Analysis, Business Objects, Business Analysis, ETL, Software Documentation, DB2, SharePoint, Project Management, Analysis, Program Management, Microsoft SQL Server, Business Process, Database Design, Systems Analysis
Education
University of Kansas - Graduate School of Business
MBA, Marketing, Finance
Brandi Ohland's Waddell & Reed Financial Services Experience August 2008 - Present
Job at Waddell & Reed Financial Services
Industry Accounting
Experience
Waddell & Reed Financial Services August 2008 - Present
Children's Mercy Hospital January 2006 - July 2008
Waddell & Reed Financial Services December 2000 - January 2006
PricewaterhouseCoopers 1997 - 2000
Skills
Accounting, Auditing, Financial Accounting, Financial Analysis, Financial Reporting, General Ledger, Internal Controls, Sarbanes-Oxley Act, Finance
Education
University of Missouri-Kansas City 1994 — 1997
Bachelor of Science, Accounting
Waddell & Reed Financial Services August 2008 - Present
Children's Mercy Hospital January 2006 - July 2008
Waddell & Reed Financial Services December 2000 - January 2006
PricewaterhouseCoopers 1997 - 2000
Skills
Accounting, Auditing, Financial Accounting, Financial Analysis, Financial Reporting, General Ledger, Internal Controls, Sarbanes-Oxley Act, Finance
Education
University of Missouri-Kansas City 1994 — 1997
Bachelor of Science, Accounting
Scott Beatty's Waddell & Reed Financial Services Experience May 2005 - August 2005
Job Director of Financial Planning & Analysis at AppNexus
Industry Marketing and Advertising
Experience
AppNexus May 2014 - Present
GE Capital September 2013 - May 2014
GE Capital January 2011 - September 2013
GE March 2010 - February 2011
GE January 2008 - March 2010
GE January 2007 - January 2008
IBM June 2006 - January 2007
Waddell & Reed Financial Services May 2005 - August 2005
Skills
Leveraged Finance, Hedging, Derivatives, Treasury Services, SEC reporting, Financial Analysis, Pricing, Financial Reporting, FAS 133, Accounting, Strategic Planning, Financial Planning, Strategic Financial..., SEC filings, Leadership, Management, Strategy, Analysis, Cross-functional Team..., Portfolio Management, Business Process..., Financial Modeling, Finance, Corporate Finance, Analytics, Mergers & Acquisitions, Forecasting, Start-ups, Risk Management, Valuation, Financial Services, Sarbanes-Oxley Act, Business Strategy, Process Improvement, Project Management, Variance Analysis
Education
New York University - Leonard N. Stern School of Business 2008 — 2011
Master of Business Administration (MBA), Business Strategy, Marketing
Penn State University 2002 — 2006
B.S., Finance
AppNexus May 2014 - Present
GE Capital September 2013 - May 2014
GE Capital January 2011 - September 2013
GE March 2010 - February 2011
GE January 2008 - March 2010
GE January 2007 - January 2008
IBM June 2006 - January 2007
Waddell & Reed Financial Services May 2005 - August 2005
Skills
Leveraged Finance, Hedging, Derivatives, Treasury Services, SEC reporting, Financial Analysis, Pricing, Financial Reporting, FAS 133, Accounting, Strategic Planning, Financial Planning, Strategic Financial..., SEC filings, Leadership, Management, Strategy, Analysis, Cross-functional Team..., Portfolio Management, Business Process..., Financial Modeling, Finance, Corporate Finance, Analytics, Mergers & Acquisitions, Forecasting, Start-ups, Risk Management, Valuation, Financial Services, Sarbanes-Oxley Act, Business Strategy, Process Improvement, Project Management, Variance Analysis
Education
New York University - Leonard N. Stern School of Business 2008 — 2011
Master of Business Administration (MBA), Business Strategy, Marketing
Penn State University 2002 — 2006
B.S., Finance
Daphne Timberlake's Waddell & Reed Financial Services Experience August 2005 - Present
Job Director at Waddell & Reed Financial Services
Industry Financial Services
Experience
Waddell & Reed Financial Services August 2005 - Present
SunGard 1999 - 2005
DST Systems 1982 - 1999
Skills
Budgets, Business Analysis, CRM, Integration, Leadership, Mutual Funds, Process Improvement, Project Planning, Project Management, SDLC, Strategy, Vendor Management, Financial Services, Risk Management, Training, Requirements Gathering
Education
University of Missouri-Kansas City
Waddell & Reed Financial Services August 2005 - Present
SunGard 1999 - 2005
DST Systems 1982 - 1999
Skills
Budgets, Business Analysis, CRM, Integration, Leadership, Mutual Funds, Process Improvement, Project Planning, Project Management, SDLC, Strategy, Vendor Management, Financial Services, Risk Management, Training, Requirements Gathering
Education
University of Missouri-Kansas City
M. Luke Lockett's Waddell & Reed Financial Services Experience 2007 - Present
Job Waddell & Reed Financial Services
Industry Investment Management
Experience
Waddell & Reed Financial Services 2007 - Present
Education
Southern Illinois University, Carbondale
Waddell & Reed Financial Services 2007 - Present
Education
Southern Illinois University, Carbondale
Dorothy Higgins's Waddell & Reed Financial Services Experience January 2005 - January 2007
Job Logistics Management Specialist
Industry Defense & Space
Experience
Department of the Navy May 2009 - Present
Michael R. Coppe January 2007 - May 2009
Waddell & Reed Financial Services January 2005 - January 2007
Waddell & Reed March 1999 - January 2005
Waddell & Reed August 1997 - March 1999
Waddell & Reed Financial Services March 1990 - August 1997
Skills
Financial Analysis, Microsoft Office, Financial Reporting, Management, Budgets, Microsoft Excel, Accounting, Auditing
Education
Rockhurst University 1992 — 1996
MBA, Accounting/Finance
Rockhurst University 1984 — 1988
B.S.B.A., Accounting
Department of the Navy May 2009 - Present
Michael R. Coppe January 2007 - May 2009
Waddell & Reed Financial Services January 2005 - January 2007
Waddell & Reed March 1999 - January 2005
Waddell & Reed August 1997 - March 1999
Waddell & Reed Financial Services March 1990 - August 1997
Skills
Financial Analysis, Microsoft Office, Financial Reporting, Management, Budgets, Microsoft Excel, Accounting, Auditing
Education
Rockhurst University 1992 — 1996
MBA, Accounting/Finance
Rockhurst University 1984 — 1988
B.S.B.A., Accounting
Mindi Leftwich's Waddell & Reed Financial Services Experience September 2007 - March 2009
Job Business Intelligence Developer at Garmin International
Industry Electrical/Electronic Manufacturing
Experience
Waddell & Reed December 2014 - Present
Garmin International February 2012 - January 2015
Waddell & Reed March 2009 - January 2012
Waddell & Reed Financial Services September 2007 - March 2009
Perceptive Software May 2005 - September 2007
Sprint 1997 - 2005
Skills
Visio, SDLC, Requirements Gathering, Data Warehousing, SharePoint, Business Analysis, Requirements Analysis, Data Modeling, Integration, Program Management, Agile Methodologies, Business Requirements, Business Intelligence, Software Project...
Education
University of Kansas - Graduate School of Business 2001 — 2004
Master of Business Administration (MBA), Finance, Portfolio Management
University of Central Missouri 1995 — 1997
BSBA, CIS
Waddell & Reed December 2014 - Present
Garmin International February 2012 - January 2015
Waddell & Reed March 2009 - January 2012
Waddell & Reed Financial Services September 2007 - March 2009
Perceptive Software May 2005 - September 2007
Sprint 1997 - 2005
Skills
Visio, SDLC, Requirements Gathering, Data Warehousing, SharePoint, Business Analysis, Requirements Analysis, Data Modeling, Integration, Program Management, Agile Methodologies, Business Requirements, Business Intelligence, Software Project...
Education
University of Kansas - Graduate School of Business 2001 — 2004
Master of Business Administration (MBA), Finance, Portfolio Management
University of Central Missouri 1995 — 1997
BSBA, CIS
Nathan Klinker (nathan.klinker@gmail.com)'s Waddell & Reed Financial Services Experience June 2008 - August 2008
Job Buyer Private Label & Rack Toys at Sears Holdings Corporation
Industry Retail
Experience
Sears Holdings Corporation June 2014 - Present
Sears Holdings Corporation April 2012 - May 2014
Sears Holdings Corporation November 2011 - February 2012
Sears Holdings Corporation February 2011 - October 2011
Sears Holdings Corporation June 2010 - February 2011
JP Morgan Chase December 2009 - June 2010
Illinois Ventures, LLC. September 2008 - May 2009
Waddell & Reed Financial Services June 2008 - August 2008
Illinois Business Consulting January 2008 - June 2008
MainStreet Bank January 2007 - July 2007
Skills
Analysis, Business Development, Finance, Financial Modeling, Leadership, Management, Market Research, Marketing, Marketing Strategy, Process Improvement, Relationship Management, Sales, Strategy, Retail, Strategic Planning, Forecasting, Merchandising, Pricing, Competitive Analysis
Education
University of Illinois at Urbana-Champaign 2007 — 2009
MBA, Marketing and General Management
University of Illinois at Urbana-Champaign 2005 — 2007
Bachelors of Sciences, Economics
Sears Holdings Corporation June 2014 - Present
Sears Holdings Corporation April 2012 - May 2014
Sears Holdings Corporation November 2011 - February 2012
Sears Holdings Corporation February 2011 - October 2011
Sears Holdings Corporation June 2010 - February 2011
JP Morgan Chase December 2009 - June 2010
Illinois Ventures, LLC. September 2008 - May 2009
Waddell & Reed Financial Services June 2008 - August 2008
Illinois Business Consulting January 2008 - June 2008
MainStreet Bank January 2007 - July 2007
Skills
Analysis, Business Development, Finance, Financial Modeling, Leadership, Management, Market Research, Marketing, Marketing Strategy, Process Improvement, Relationship Management, Sales, Strategy, Retail, Strategic Planning, Forecasting, Merchandising, Pricing, Competitive Analysis
Education
University of Illinois at Urbana-Champaign 2007 — 2009
MBA, Marketing and General Management
University of Illinois at Urbana-Champaign 2005 — 2007
Bachelors of Sciences, Economics
Andrew Kopicz's Waddell & Reed Financial Services Experience Financial AdvisorWaddell & Reed2007 - Present
Job Financial Advisor at Waddell & Reed Financial Services
Industry Financial Services
Experience
Waddell & Reed Financial Services Financial AdvisorWaddell & Reed2007 - Present
Education
Shippensburg University of Pennsylvania 2004 — 2007
Finance
Waddell & Reed Financial Services Financial AdvisorWaddell & Reed2007 - Present
Education
Shippensburg University of Pennsylvania 2004 — 2007
Finance
Rank Dawson, CFA's Waddell & Reed Financial Services Experience June 2007 - June 2009
Job Credit Analyst at KeyBank
Industry Financial Services
Experience
KeyBank May 2015 - Present
KeyBank December 2012 - May 2015
UBS- FTB Finacial Services April 2010 - November 2012
Waddell & Reed Financial Services June 2007 - June 2009
Woodbury Financial May 2006 - June 2007
Skills
Finance, Portfolio Management
Education
Xavier University 2010 — 2012
MBA, Finance
University of Dayton 2002 — 2006
BSBA, Finance
Saint Xavier High School 1998 — 2002
KeyBank May 2015 - Present
KeyBank December 2012 - May 2015
UBS- FTB Finacial Services April 2010 - November 2012
Waddell & Reed Financial Services June 2007 - June 2009
Woodbury Financial May 2006 - June 2007
Skills
Finance, Portfolio Management
Education
Xavier University 2010 — 2012
MBA, Finance
University of Dayton 2002 — 2006
BSBA, Finance
Saint Xavier High School 1998 — 2002
Patrick Sheng's Waddell & Reed Financial Services Experience May 2008 - September 2009
Job Financial Advisor at World Financial Group (WFG)
Industry Consumer Services
Experience
World Financial Group (WFG) July 2015 - Present
Amway Global June 2007 - Present
Waddell & Reed Financial Services May 2008 - September 2009
Ameriprise Financial Advisors April 2005 - April 2008
Bank of America September 2001 - April 2004
Skills
Marketing Strategy, Customer Service, Microsoft Office, Strategic Planning, Team Building, Marketing, Microsoft Word, Event Planning, Microsoft Excel, Sales
Education
University of Nevada Las Vegas Lee Business School 1996 — 2001
B.S., Management Information Systems
World Financial Group (WFG) July 2015 - Present
Amway Global June 2007 - Present
Waddell & Reed Financial Services May 2008 - September 2009
Ameriprise Financial Advisors April 2005 - April 2008
Bank of America September 2001 - April 2004
Skills
Marketing Strategy, Customer Service, Microsoft Office, Strategic Planning, Team Building, Marketing, Microsoft Word, Event Planning, Microsoft Excel, Sales
Education
University of Nevada Las Vegas Lee Business School 1996 — 2001
B.S., Management Information Systems
Retze Santos's Waddell & Reed Financial Services Experience 1999 - December 2008
Job Senior Network Engineer III at Garmin International
Industry Information Technology and Services
Experience
Garmin International November 2010 - Present
eScreen Inc. October 2009 - January 2011
Network Design Technologies January 2009 - September 2009
Waddell and Reed July 1999 - December 2008
Waddell & Reed Financial Services 1999 - December 2008
Visual Applications Inc. 1995 - July 1999
Skills
Network Administration, Switches, Firewalls, Routers, Foundry Management, VPN, Troubleshooting, Network Security, Security, Web Development, Network Design, Networking, Cloud Computing, Wireless Networking, Unix, Data Center, Windows Server, Cisco Technologies
Education
University of Missouri-Kansas City 1993 — 2001
BS Electrical Computer Engineering, BS Electrical Computer Engineering
PennValley College 1993 — 1997
Associate, Electrical Electronics Engineering
Winnetonka 1988 — 1992
High School, College Preparatory
Garmin International November 2010 - Present
eScreen Inc. October 2009 - January 2011
Network Design Technologies January 2009 - September 2009
Waddell and Reed July 1999 - December 2008
Waddell & Reed Financial Services 1999 - December 2008
Visual Applications Inc. 1995 - July 1999
Skills
Network Administration, Switches, Firewalls, Routers, Foundry Management, VPN, Troubleshooting, Network Security, Security, Web Development, Network Design, Networking, Cloud Computing, Wireless Networking, Unix, Data Center, Windows Server, Cisco Technologies
Education
University of Missouri-Kansas City 1993 — 2001
BS Electrical Computer Engineering, BS Electrical Computer Engineering
PennValley College 1993 — 1997
Associate, Electrical Electronics Engineering
Winnetonka 1988 — 1992
High School, College Preparatory
Julie McElhiney's Waddell & Reed Financial Services Experience 1998 - Present
Job Senior Data Analyst at Waddell & Reed
Industry Information Technology and Services
Experience
Waddell & Reed Financial Services 1998 - Present
Waddell & Reed 1998 - Present
Tek Systems July 1997 - February 2006
Yellow Transportation October 1990 - July 1997
Skills
Data Management, Data Analysis, SQL, Microsoft SQL Server, Databases, Data Modeling, Software Development, Visio, SharePoint, Requirements Gathering, Database Design, SDLC, Software Documentation, DB2, Business Analysis, COBOL, Data Warehousing, ETL
Education
Central Missouri State University 1979 — 1981
BS, Computer Information Systems & Management
Waddell & Reed Financial Services 1998 - Present
Waddell & Reed 1998 - Present
Tek Systems July 1997 - February 2006
Yellow Transportation October 1990 - July 1997
Skills
Data Management, Data Analysis, SQL, Microsoft SQL Server, Databases, Data Modeling, Software Development, Visio, SharePoint, Requirements Gathering, Database Design, SDLC, Software Documentation, DB2, Business Analysis, COBOL, Data Warehousing, ETL
Education
Central Missouri State University 1979 — 1981
BS, Computer Information Systems & Management
Glenn Bernstein's Waddell & Reed Financial Services Experience Financial AdvisorWaddell & Reed2007 - Present
Job Financial Advisor at Waddell & Reed Financial Services
Industry Financial Services
Experience
Waddell & Reed Financial Services Financial AdvisorWaddell & Reed2007 - Present
American Home Shield 2005 - 2007
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1983 — 1985
MBA
Waddell & Reed Financial Services Financial AdvisorWaddell & Reed2007 - Present
American Home Shield 2005 - 2007
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1983 — 1985
MBA
Tom Axline's Waddell & Reed Financial Services Experience March 1992 - June 1998
Job Regional Manager, Southern California
Industry Financial Services
Experience
ICMA-RC February 2007 - Present
ICMA-RC June 1998 - February 2007
Waddell & Reed Financial Services March 1992 - June 1998
Sanwa Bank 1990 - 1992
Education
University of Arizona 1979 — 1983
Agribusiness/Animal Sciences
ICMA-RC February 2007 - Present
ICMA-RC June 1998 - February 2007
Waddell & Reed Financial Services March 1992 - June 1998
Sanwa Bank 1990 - 1992
Education
University of Arizona 1979 — 1983
Agribusiness/Animal Sciences
Sharon Steigerwalt, MBA, CTCM's Waddell & Reed Financial Services Experience February 2007 - December 2010
Job Policy and Training Specialist at State of Texas HHSC
Industry Government Administration
Experience
State of Texas - HHSC January 2015 - Present
State of Texas - DFPS November 2011 - January 2015
SUNsational Solutions April 2011 - November 2011
Waddell & Reed Financial Services February 2007 - December 2010
Superior HealthPlan January 2003 - September 2006
Skills
Microsoft Office, Accounts Payable, Contract Negotiation, Human Resources, Recruiting, Accounting, Notary Public, Administrative Support, Outlook, Contract Management, Financial Accounting, Financial Analysis, Quickbooks, Program Management, Budget Analysis
Education
Park University
Master of Business Administration (M.B.A.)
Park University
Bachelor of Science (B.S.) in Business Administration, Business Administration emphasis Human Resources
State of Texas - HHSC January 2015 - Present
State of Texas - DFPS November 2011 - January 2015
SUNsational Solutions April 2011 - November 2011
Waddell & Reed Financial Services February 2007 - December 2010
Superior HealthPlan January 2003 - September 2006
Skills
Microsoft Office, Accounts Payable, Contract Negotiation, Human Resources, Recruiting, Accounting, Notary Public, Administrative Support, Outlook, Contract Management, Financial Accounting, Financial Analysis, Quickbooks, Program Management, Budget Analysis
Education
Park University
Master of Business Administration (M.B.A.)
Park University
Bachelor of Science (B.S.) in Business Administration, Business Administration emphasis Human Resources
Dave Bravender's Waddell & Reed Financial Services Experience December 2006 - March 2008
Job Investment Advisor Representative at Independent Financial Group
Industry Financial Services
Experience
Independent Financial Group April 2008 - Present
Waddell & Reed Financial Services December 2006 - March 2008
Independent Financial Group May 2004 - November 2006
Education
University of California, Santa Barbara 1971 — 1974
BA
Independent Financial Group April 2008 - Present
Waddell & Reed Financial Services December 2006 - March 2008
Independent Financial Group May 2004 - November 2006
Education
University of California, Santa Barbara 1971 — 1974
BA
Anna Bunger's Waddell & Reed Financial Services Experience May 2006 - May 2007
Job Actuarial Consultant at Towers Watson
Industry Insurance
Experience
Towers Watson March 2015 - Present
Milliman December 2013 - February 2015
Milliman June 2007 - January 2014
Waddell & Reed Financial Services May 2006 - May 2007
The Gallup Organization April 2001 - May 2006
Skills
Analysis, Insurance, Budgets, Claim, Microsoft Office, Employee Benefits, PowerPoint, Strategic Planning, Underwriting, Microsoft Word, Customer Service, Financial Reporting, Business Analysis, Strategic Financial..., Finance, Analytics, Corporate Finance
Education
University of Nebraska-Lincoln 2003 — 2007
BSBA, Finance
Actex Online Statistics
Lincoln High School
Towers Watson March 2015 - Present
Milliman December 2013 - February 2015
Milliman June 2007 - January 2014
Waddell & Reed Financial Services May 2006 - May 2007
The Gallup Organization April 2001 - May 2006
Skills
Analysis, Insurance, Budgets, Claim, Microsoft Office, Employee Benefits, PowerPoint, Strategic Planning, Underwriting, Microsoft Word, Customer Service, Financial Reporting, Business Analysis, Strategic Financial..., Finance, Analytics, Corporate Finance
Education
University of Nebraska-Lincoln 2003 — 2007
BSBA, Finance
Actex Online Statistics
Lincoln High School
Diane Kruse's Waddell & Reed Financial Services Experience September 2009 - November 2012
Job Sr. Financial Writer at Tortoise Capital Advisors
Industry Financial Services
Experience
Tortoise Capital Advisors November 2012 - Present
Waddell & Reed Financial Services September 2009 - November 2012
Ivy Funds, Waddell & Reed September 2009 - November 2012
American Century Investments 1986 - 2008
Skills
Strategic Communications, Series 7, Series 63, Equities, Communication Training, Social Media, Portfolio Management, Communications Planning, Marketing Strategy
Education
University of Iowa 1980 — 1984
ba, english, journalism
Tortoise Capital Advisors November 2012 - Present
Waddell & Reed Financial Services September 2009 - November 2012
Ivy Funds, Waddell & Reed September 2009 - November 2012
American Century Investments 1986 - 2008
Skills
Strategic Communications, Series 7, Series 63, Equities, Communication Training, Social Media, Portfolio Management, Communications Planning, Marketing Strategy
Education
University of Iowa 1980 — 1984
ba, english, journalism
Gregory Arvey's Waddell & Reed Financial Services Experience April 2006 - May 2008
Job Underwriting/Sponsorship Account Manager at WITF, Inc.
Industry Broadcast Media
Experience
Self Employed December 2008 - Present
Waddell & Reed Financial Services April 2006 - May 2008
Morgan Stanley February 2004 - April 2006
Education
Penn State University 1985 — 1987
Business Administration
Self Employed December 2008 - Present
Waddell & Reed Financial Services April 2006 - May 2008
Morgan Stanley February 2004 - April 2006
Education
Penn State University 1985 — 1987
Business Administration
Tony Grothouse's Waddell & Reed Financial Services Experience May 2008 - May 2009
Job LPO Manager
Industry Financial Services
Experience
Evolve Bank and Trust July 2012 - Present
JPMorgan Chase June 2009 - July 2012
Waddell & Reed Financial Services May 2008 - May 2009
Lincoln Saltdogs May 2006 - September 2008
Xavier University August 2007 - May 2008
Trip Sports. Inc September 2002 - December 2005
Skills
Customer Service, Marketing Strategy, Public Relations, Microsoft Office, Financial Analysis, Strategic Financial..., Budgets, Investments, Finance, Insurance, Mortgage Lending, Loans, Marketing, Credit, Banking
Education
Xavier University 2007 — 2008
Master of Business Administration (M.B.A.), Business / Finance / Sport Administration
The Ohio State University 2001 — 2006
B.S., Sport Management / Excercise Science
Evolve Bank and Trust July 2012 - Present
JPMorgan Chase June 2009 - July 2012
Waddell & Reed Financial Services May 2008 - May 2009
Lincoln Saltdogs May 2006 - September 2008
Xavier University August 2007 - May 2008
Trip Sports. Inc September 2002 - December 2005
Skills
Customer Service, Marketing Strategy, Public Relations, Microsoft Office, Financial Analysis, Strategic Financial..., Budgets, Investments, Finance, Insurance, Mortgage Lending, Loans, Marketing, Credit, Banking
Education
Xavier University 2007 — 2008
Master of Business Administration (M.B.A.), Business / Finance / Sport Administration
The Ohio State University 2001 — 2006
B.S., Sport Management / Excercise Science
Keith Scheib's Waddell & Reed Financial Services Experience May 2007 - October 2008
Job Director of Admissions at Mount Washington College
Industry Education Management
Experience
Mount Washington College September 2010 - August 2015
Brighton College October 2008 - May 2010
Waddell & Reed Financial Services May 2007 - October 2008
Collins College 2002 - 2007
Skills
Training, Admissions, Student Recruiting, Coaching, Management, Analysis, Strategic Planning, Microsoft Office, Advertising, Sales Management, Hiring, Higher Education, CampusVue, Retaining Customers, Enrollment Management, Staff Development, Leadership Development, Adult Education, Public Speaking, Customer Retention
Education
Northwest Missouri State University 1997 — 2001
BA, Business, 3.20
Mount Washington College September 2010 - August 2015
Brighton College October 2008 - May 2010
Waddell & Reed Financial Services May 2007 - October 2008
Collins College 2002 - 2007
Skills
Training, Admissions, Student Recruiting, Coaching, Management, Analysis, Strategic Planning, Microsoft Office, Advertising, Sales Management, Hiring, Higher Education, CampusVue, Retaining Customers, Enrollment Management, Staff Development, Leadership Development, Adult Education, Public Speaking, Customer Retention
Education
Northwest Missouri State University 1997 — 2001
BA, Business, 3.20
Kelly Epley's Waddell & Reed Financial Services Experience 2007 - Present
Job Data Analyst at Waddell & Reed
Industry Financial Services
Experience
Waddell & Reed November 2007 - Present
Waddell & Reed Financial Services 2007 - Present
Sprint 2000 - 2007
Sprint Nextel 1990 - 2007
IBM 2005 - 2006
Sprint 1990 - 2000
Skills
Data Warehousing, SDLC, Requirements Analysis, Data Modeling, Database Design, Agile Methodologies, UML, Business Objects, Problem Solving, SOA, SQL, Microsoft SQL Server, Oracle SQL, T-SQL, Telecommunications, XML, Business Intelligence, Databases, PL/SQL, SSRS, Requirements Gathering, Visio, Access, DB2, Unix, Business Analysis, SharePoint, Enterprise Architecture, Oracle, Systems Analysis, Data Integration, Integration, Informatica, COBOL, SSIS, Software Development, Solution Architecture
Education
Rockhurst University 2014 — 2016
Masters Certification DSBA, Data Science and Business Analytics
Oklahoma State University 1980 — 1982
Computer Science, Computer Science, Math, Statics and Geology
Waddell & Reed November 2007 - Present
Waddell & Reed Financial Services 2007 - Present
Sprint 2000 - 2007
Sprint Nextel 1990 - 2007
IBM 2005 - 2006
Sprint 1990 - 2000
Skills
Data Warehousing, SDLC, Requirements Analysis, Data Modeling, Database Design, Agile Methodologies, UML, Business Objects, Problem Solving, SOA, SQL, Microsoft SQL Server, Oracle SQL, T-SQL, Telecommunications, XML, Business Intelligence, Databases, PL/SQL, SSRS, Requirements Gathering, Visio, Access, DB2, Unix, Business Analysis, SharePoint, Enterprise Architecture, Oracle, Systems Analysis, Data Integration, Integration, Informatica, COBOL, SSIS, Software Development, Solution Architecture
Education
Rockhurst University 2014 — 2016
Masters Certification DSBA, Data Science and Business Analytics
Oklahoma State University 1980 — 1982
Computer Science, Computer Science, Math, Statics and Geology
Stephen Saladrigas, CFP, ChFC's Waddell & Reed Financial Services Experience 2009 - Present
Job Financial Services Professional
Industry Financial Services
Experience
Waddell & Reed Financial Services 2009 - Present
Wells Fargo Investments, LLC January 2005 - January 2009
Education
University of Colorado Boulder 1985 — 1990
BA, Political Science
Waddell & Reed Financial Services 2009 - Present
Wells Fargo Investments, LLC January 2005 - January 2009
Education
University of Colorado Boulder 1985 — 1990
BA, Political Science
Sheila Matthews's Waddell & Reed Financial Services Experience September 2004 - July 2012
Job AVP Enterprise Technology Services at Waddell & Reed Financial Services
Industry Financial Services
Experience
Waddell & Reed July 2015 - Present
Waddell & Reed July 2012 - July 2015
Waddell & Reed Financial Services September 2004 - July 2012
Sprint March 1993 - August 2004
Computer Task Group 1991 - 1993
Motorola Solutions 1990 - 1991
Trans World Airlines 1987 - 1990
Waddell & Reed Financial Services 1983 - 1987
Florafax International 1981 - 1983
Skills
SDLC, Visio, Vendor Management, Program Management, Business Analysis, Process Improvement, Requirements Analysis, PMO, Software Project..., Project Portfolio..., Enterprise Architecture, PMP, Management, Agile Project Management, SharePoint, Requirements Gathering, Business Process, Business Process..., Business Intelligence
Education
Central Missouri State University 1977 — 1981
BS, Business Administration, Data Processing
Keller Graduate School of Management
Masters, Project Management
Waddell & Reed July 2015 - Present
Waddell & Reed July 2012 - July 2015
Waddell & Reed Financial Services September 2004 - July 2012
Sprint March 1993 - August 2004
Computer Task Group 1991 - 1993
Motorola Solutions 1990 - 1991
Trans World Airlines 1987 - 1990
Waddell & Reed Financial Services 1983 - 1987
Florafax International 1981 - 1983
Skills
SDLC, Visio, Vendor Management, Program Management, Business Analysis, Process Improvement, Requirements Analysis, PMO, Software Project..., Project Portfolio..., Enterprise Architecture, PMP, Management, Agile Project Management, SharePoint, Requirements Gathering, Business Process, Business Process..., Business Intelligence
Education
Central Missouri State University 1977 — 1981
BS, Business Administration, Data Processing
Keller Graduate School of Management
Masters, Project Management
Meghan Rowntree's Waddell & Reed Financial Services Experience May 2007 - June 2009
Job Associate VP of Operations; Financial Consultant at Investment Professionals, Inc.
Industry Financial Services
Experience
Investment Professionals, Inc. June 2009 - Present
Waddell & Reed Financial Services May 2007 - June 2009
Ad Graphics October 2006 - May 2007
Skills
Investment Advisory, Retirement, Nonprofits, Accounting, Series 7, Finance, Retirement Planning, Wealth Management, Financial Analysis, Financial Planning, Customer Service, Strategic Planning, Investments
Education
Southern Methodist University 2000 — 2004
BA, Spanish, Math, Photography, Latin American Studies
Investment Professionals, Inc. June 2009 - Present
Waddell & Reed Financial Services May 2007 - June 2009
Ad Graphics October 2006 - May 2007
Skills
Investment Advisory, Retirement, Nonprofits, Accounting, Series 7, Finance, Retirement Planning, Wealth Management, Financial Analysis, Financial Planning, Customer Service, Strategic Planning, Investments
Education
Southern Methodist University 2000 — 2004
BA, Spanish, Math, Photography, Latin American Studies
Denise Stoja's Waddell & Reed Financial Services Experience September 2011 - February 2012
Job Account Management, Mortgages
Industry Banking
Experience
Waddell & Reed Financial Services September 2011 - February 2012
Hewlett-Packard August 1994 - May 2007
Hewlett-Packard March 1993 - July 1994
Hewlett-Packard January 1990 - March 1993
Skills
Professional Services, Sales Enablement, HP, Cloud Computing, Business Alliances, Storage, Solution Selling, Enterprise Software, Go-to-market Strategy, PMP, Program Management, SaaS, Partner Management, Software Project..., Pre-sales, Data Center, Project Portfolio..., Service Delivery
Education
San Jose State University
BS in Business Administration (Marketing), Cybernetic Systems
Waddell & Reed Financial Services September 2011 - February 2012
Hewlett-Packard August 1994 - May 2007
Hewlett-Packard March 1993 - July 1994
Hewlett-Packard January 1990 - March 1993
Skills
Professional Services, Sales Enablement, HP, Cloud Computing, Business Alliances, Storage, Solution Selling, Enterprise Software, Go-to-market Strategy, PMP, Program Management, SaaS, Partner Management, Software Project..., Pre-sales, Data Center, Project Portfolio..., Service Delivery
Education
San Jose State University
BS in Business Administration (Marketing), Cybernetic Systems
Jennifer Lepentis's Waddell & Reed Financial Services Experience Federal Law Clerk for the Honorable Carlos MurguiaUnited States District Court for the District of Kansas2000 - 2003
Job Vice President & Associate General Counsel at Waddell & Reed, Inc.
Industry Law Practice
Experience
Waddell & Reed Financial Services Federal Law Clerk for the Honorable Carlos MurguiaUnited States District Court for the District of Kansas2000 - 2003
Blackwell Sanders LLP 1997 - 2000
Skills
Securities, Securities Regulation, Litigation, FINRA, Commercial Litigation, Civil Litigation, Litigation Management, Corporate Governance, Contract Negotiation, Employment Law
Education
University of Kansas School of Law 1994 — 1997
Doctor of Law (J.D.)
University of Kansas School of Education 1992 — 1993
Counseling Psychology
University of Kansas 1988 — 1992
Bachelor of Arts (B.A.), Psychology
Waddell & Reed Financial Services Federal Law Clerk for the Honorable Carlos MurguiaUnited States District Court for the District of Kansas2000 - 2003
Blackwell Sanders LLP 1997 - 2000
Skills
Securities, Securities Regulation, Litigation, FINRA, Commercial Litigation, Civil Litigation, Litigation Management, Corporate Governance, Contract Negotiation, Employment Law
Education
University of Kansas School of Law 1994 — 1997
Doctor of Law (J.D.)
University of Kansas School of Education 1992 — 1993
Counseling Psychology
University of Kansas 1988 — 1992
Bachelor of Arts (B.A.), Psychology
Tressie Nootz's Waddell & Reed Financial Services Experience March 2007 - December 2008
Job Adminstrative Assistant at Black & Veatch
Industry Architecture & Planning
Experience
Applied Measurement Professionals April 2009 - July 2012
Waddell & Reed Financial Services March 2007 - December 2008
Waddell & Reed 2006 - 2008
Waddell & Reed July 2006 - March 2007
OLATHE PUBLIC SCHOOLS October 2002 - May 2006
Prudential Financial 1999 - 2002
Skills
Customer Service, Marketing Communications, Webinars, Administrative..., Microsoft Office, Microsoft Excel, Web Content, Web Applications, iMIS, PowerPoint, Strategic Financial..., Insurance, Digital Printing, Mutual Funds, Association Management, Office Administration, Microsoft Word, Construction, Healthcare
Education
University of Nebraska at Kearney 1985 — 1991
Bachelor of Science in Business Administration, Business with Marketing
Applied Measurement Professionals April 2009 - July 2012
Waddell & Reed Financial Services March 2007 - December 2008
Waddell & Reed 2006 - 2008
Waddell & Reed July 2006 - March 2007
OLATHE PUBLIC SCHOOLS October 2002 - May 2006
Prudential Financial 1999 - 2002
Skills
Customer Service, Marketing Communications, Webinars, Administrative..., Microsoft Office, Microsoft Excel, Web Content, Web Applications, iMIS, PowerPoint, Strategic Financial..., Insurance, Digital Printing, Mutual Funds, Association Management, Office Administration, Microsoft Word, Construction, Healthcare
Education
University of Nebraska at Kearney 1985 — 1991
Bachelor of Science in Business Administration, Business with Marketing
Leah DeWitt's Waddell & Reed Financial Services Experience January 2006 - May 2006
Job Property Specialist III at Liberty Mutual Insurance
Industry Insurance
Experience
Liberty Mutual Insurance November 2009 - Present
Texas State University August 2008 - May 2009
American Family Insurance June 2006 - November 2007
Waddell & Reed Financial Services January 2006 - May 2006
Education
Texas State University-San Marcos 2008 — 2009
MBA
Texas State University 2002 — 2006
BBA, Finance
Liberty Mutual Insurance November 2009 - Present
Texas State University August 2008 - May 2009
American Family Insurance June 2006 - November 2007
Waddell & Reed Financial Services January 2006 - May 2006
Education
Texas State University-San Marcos 2008 — 2009
MBA
Texas State University 2002 — 2006
BBA, Finance
Hugh Tawney's Waddell & Reed Financial Services Experience January 2009 - December 2009
Job Director, Client Service & Development at Torray LLC.
Industry Investment Management
Experience
Torray LLC January 2013 - Present
Graystone Consulting January 2012 - January 2013
Graystone Consulting March 2010 - February 2012
Waddell & Reed Financial Services January 2009 - December 2009
SailColorado December 2007 - December 2008
Skills
Investments, Asset Allocation, Business Development, Asset Management, Series 7, Financial Analysis, Series 66, Financial Services, Alternative Investments, Analytics, Equities, Due Diligence, Strategy, Uniform Combined State..., Fixed Income, Portfolio Management, Mutual Funds, Management
Education
University of Colorado Boulder 2006 — 2009
BA/BS, Political Science concentration Economics
Torray LLC January 2013 - Present
Graystone Consulting January 2012 - January 2013
Graystone Consulting March 2010 - February 2012
Waddell & Reed Financial Services January 2009 - December 2009
SailColorado December 2007 - December 2008
Skills
Investments, Asset Allocation, Business Development, Asset Management, Series 7, Financial Analysis, Series 66, Financial Services, Alternative Investments, Analytics, Equities, Due Diligence, Strategy, Uniform Combined State..., Fixed Income, Portfolio Management, Mutual Funds, Management
Education
University of Colorado Boulder 2006 — 2009
BA/BS, Political Science concentration Economics
Colleen Johnstone's Waddell & Reed Financial Services Experience March 2005 - August 2005
Job at
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. 2009 - Present
Morgan Stanley November 2001 - March 2009
Waddell & Reed Financial Services March 2005 - August 2005
Education
Santa Monica College
Business
Ameriprise Financial Services, Inc. 2009 - Present
Morgan Stanley November 2001 - March 2009
Waddell & Reed Financial Services March 2005 - August 2005
Education
Santa Monica College
Business
Poonam Patel's Waddell & Reed Financial Services Experience September 2009 - November 2009
Job Senior Associate Intern at PwC
Industry Management Consulting
Experience
PwC June 2015 - Present
Alliant Insurance Services April 2014 - April 2015
Alliant Insurance Services June 2010 - March 2014
Waddell & Reed November 2009 - June 2010
Waddell & Reed Financial Services September 2009 - November 2009
The Savi Group January 2005 - January 2007
Skills
Employee Benefits, Management, Negotiation, Time Management, Customer Service, Marketing, Sales, Outlook, Microsoft Excel, Access, Leadership, Windows, Fast Learner, German, Insurance, PowerPoint, Microsoft Word, Healthcare, Health Insurance, Microsoft Office
Education
USC 2013 — 2016
Master of Business Administration (MBA)
University of Southern California - Marshall School of Business 2013 — 2016
University of San Diego 2006 — 2010
Business Administration, Business Administration
Villa Park High School 2002 — 2006
PwC June 2015 - Present
Alliant Insurance Services April 2014 - April 2015
Alliant Insurance Services June 2010 - March 2014
Waddell & Reed November 2009 - June 2010
Waddell & Reed Financial Services September 2009 - November 2009
The Savi Group January 2005 - January 2007
Skills
Employee Benefits, Management, Negotiation, Time Management, Customer Service, Marketing, Sales, Outlook, Microsoft Excel, Access, Leadership, Windows, Fast Learner, German, Insurance, PowerPoint, Microsoft Word, Healthcare, Health Insurance, Microsoft Office
Education
USC 2013 — 2016
Master of Business Administration (MBA)
University of Southern California - Marshall School of Business 2013 — 2016
University of San Diego 2006 — 2010
Business Administration, Business Administration
Villa Park High School 2002 — 2006
Melanie Eads's Waddell & Reed Financial Services Experience May 1999 - September 2003
Job Biologic Sales SpecialistMS Business Unit at Novartis
Industry Biotechnology
Experience
Sclerosis Business Unit March 2010 - Present
Johnson & Johnson 2007-2010 September 2008 - Present
Novartis 2010 - 2012
Centocor Ortho Biotech September 2008 - March 2010
Ortho-McNeil Pharmaceutical March 2007 - September 2008
Pricara, Ortho McNeil March 2007 - September 2008
Pfizer 2003 - 2007
Waddell & Reed Financial Services May 1999 - September 2003
Waddell & Reed Financial Services January 1999 - January 2003
Education
University of Oklahoma 1995 — 1999
BBA, Business Management
University of Oklahoma
Bachelor, Business Administration/Business Management; Marketing
Sclerosis Business Unit March 2010 - Present
Johnson & Johnson 2007-2010 September 2008 - Present
Novartis 2010 - 2012
Centocor Ortho Biotech September 2008 - March 2010
Ortho-McNeil Pharmaceutical March 2007 - September 2008
Pricara, Ortho McNeil March 2007 - September 2008
Pfizer 2003 - 2007
Waddell & Reed Financial Services May 1999 - September 2003
Waddell & Reed Financial Services January 1999 - January 2003
Education
University of Oklahoma 1995 — 1999
BBA, Business Management
University of Oklahoma
Bachelor, Business Administration/Business Management; Marketing
Joe Hinerman's Waddell & Reed Financial Services Experience SpecialistApple ComputerAugust 2006 - June 2009
Job Wealth management at Waddell & Reed Financial Services
Industry Financial Services
Experience
Waddell & Reed Financial Services SpecialistApple ComputerAugust 2006 - June 2009
southwestern 1996 - 2000
Education
Northwest College 1996 — 1999
Graphic Arts
Waddell & Reed Financial Services SpecialistApple ComputerAugust 2006 - June 2009
southwestern 1996 - 2000
Education
Northwest College 1996 — 1999
Graphic Arts
Randy Lund's Waddell & Reed Financial Services Experience November 2010 - August 2011
Job Plant Manager at Hutchinson Automotive
Industry Automotive
Experience
Hutchinson Automotive August 2011 - Present
Waddell & Reed Financial Services November 2010 - August 2011
Edward Jones October 2007 - November 2010
Hutchinson Sealing Systems November 1999 - October 2007
Textron Sealing sys 1985 - 1999
Skills
Process Improvement
Education
Southern New Hampshire University 1989 — 1989
MBA, Finance
University of Connecticut 1977 — 1981
BS, Chemistry
Hutchinson Automotive August 2011 - Present
Waddell & Reed Financial Services November 2010 - August 2011
Edward Jones October 2007 - November 2010
Hutchinson Sealing Systems November 1999 - October 2007
Textron Sealing sys 1985 - 1999
Skills
Process Improvement
Education
Southern New Hampshire University 1989 — 1989
MBA, Finance
University of Connecticut 1977 — 1981
BS, Chemistry
Elon Lindsay's Waddell & Reed Financial Services Experience May 2005 - May 2007
Job Account Supervisor at Organic
Industry Marketing and Advertising
Experience
Organic November 2014 - Present
Moxie January 2012 - October 2014
Freelance Account Management August 2011 - December 2011
Commonground Marketing April 2007 - July 2011
EXPRESS October 2005 - September 2009
Waddell & Reed Financial Services May 2005 - May 2007
MediaVest June 2006 - August 2006
Skills
Experiential Marketing, Integrated Marketing, Copywriting, Creative Development, Consumer Insights, Account Management, Digital Marketing, Social Media Marketing, Relationship Marketing, Creative Direction, Customer Insight, Creative Strategy, Interactive Marketing, Interactive Advertising, Marketing Communications, Brand Development, Media Planning, Social Media, Strategy, Marketing, Advertising, Digital Strategy, Online Advertising, Marketing Strategy, Leadership
Education
Purdue University 2004 — 2008
B.A.
Universidad de Extremadura 2008 — 2008
Study Abroad
Organic November 2014 - Present
Moxie January 2012 - October 2014
Freelance Account Management August 2011 - December 2011
Commonground Marketing April 2007 - July 2011
EXPRESS October 2005 - September 2009
Waddell & Reed Financial Services May 2005 - May 2007
MediaVest June 2006 - August 2006
Skills
Experiential Marketing, Integrated Marketing, Copywriting, Creative Development, Consumer Insights, Account Management, Digital Marketing, Social Media Marketing, Relationship Marketing, Creative Direction, Customer Insight, Creative Strategy, Interactive Marketing, Interactive Advertising, Marketing Communications, Brand Development, Media Planning, Social Media, Strategy, Marketing, Advertising, Digital Strategy, Online Advertising, Marketing Strategy, Leadership
Education
Purdue University 2004 — 2008
B.A.
Universidad de Extremadura 2008 — 2008
Study Abroad
Edward Rubio's Waddell & Reed Financial Services Experience 2004 - 2005
Job CEO Grupo EMR
Industry Real Estate
Experience
Grupo EMR January 2009 - Present
AXA Distributors 2005 - 2008
Waddell & Reed Financial Services 2004 - 2005
Lincoln Financial Advisors 2000 - 2004
Lincoln Financial Advisors 1996 - 2000
Eclipse Records SA 1995 - 1996
Sonido Zorbo SA DE CV 1990 - 1994
Skills
Strategic Financial..., Conceptual Modeling, Investments, Program Management, Strategy, Retirement Planning, Wealth Management, Retirement, Coaching, Business Strategy, Sales, Management, Investment Advisory, Negotiation, Asset Allocation, IRAs, Mutual Funds, Series 7, Business Planning, Mergers & Acquisitions, Start-ups, Leadership, Selling, Financial Advisory, New Business Development, Strategic Planning, Series 63, Residential Homes, Training, Fixed Annuities, Real Estate, 401k, Entrepreneurship, Sales Operations, Alternative Investments, Asset Management, Finance, Financial Planners, Insurance, Investment Properties, Marketing, Sales Management, Securities, Series 24, Small Business, Financial Analysis
Education
Texas A&M University 1988 — 1991
University of Houston
University of Pennsylvania - The Wharton School
Grupo EMR January 2009 - Present
AXA Distributors 2005 - 2008
Waddell & Reed Financial Services 2004 - 2005
Lincoln Financial Advisors 2000 - 2004
Lincoln Financial Advisors 1996 - 2000
Eclipse Records SA 1995 - 1996
Sonido Zorbo SA DE CV 1990 - 1994
Skills
Strategic Financial..., Conceptual Modeling, Investments, Program Management, Strategy, Retirement Planning, Wealth Management, Retirement, Coaching, Business Strategy, Sales, Management, Investment Advisory, Negotiation, Asset Allocation, IRAs, Mutual Funds, Series 7, Business Planning, Mergers & Acquisitions, Start-ups, Leadership, Selling, Financial Advisory, New Business Development, Strategic Planning, Series 63, Residential Homes, Training, Fixed Annuities, Real Estate, 401k, Entrepreneurship, Sales Operations, Alternative Investments, Asset Management, Finance, Financial Planners, Insurance, Investment Properties, Marketing, Sales Management, Securities, Series 24, Small Business, Financial Analysis
Education
Texas A&M University 1988 — 1991
University of Houston
University of Pennsylvania - The Wharton School
Laura Mayes's Waddell & Reed Financial Services Experience August 2000 - Present
Job Executive Assistant at Waddell & Reed
Industry Financial Services
Experience
Waddell & Reed Financial Services August 2000 - Present
Bayer Corporation 1998 - 1999
American Century Investments October 1995 - August 1998
Kansas City Ballet 1989 - 1994
Skills
Microsoft Office, Event Planning, Fundraising, Strategic Planning, Budgets, Sales, Negotiation, Volunteer Management, Team Building, Sales Management, Nonprofits, Business Development, New Business Development, Process Scheduler, Management, Marketing, Training, Leadership, Public Speaking, Recruiting, Marketing Communications, Event Management, Research, Public Relations, Social Media, Leadership Development, Coaching
Education
University of Central Missouri 1969 — 1973
Bachelor of Science in Education, Consumer and Family Studies
Waddell & Reed Financial Services August 2000 - Present
Bayer Corporation 1998 - 1999
American Century Investments October 1995 - August 1998
Kansas City Ballet 1989 - 1994
Skills
Microsoft Office, Event Planning, Fundraising, Strategic Planning, Budgets, Sales, Negotiation, Volunteer Management, Team Building, Sales Management, Nonprofits, Business Development, New Business Development, Process Scheduler, Management, Marketing, Training, Leadership, Public Speaking, Recruiting, Marketing Communications, Event Management, Research, Public Relations, Social Media, Leadership Development, Coaching
Education
University of Central Missouri 1969 — 1973
Bachelor of Science in Education, Consumer and Family Studies
Charlotte Shearin's Waddell & Reed Financial Services Experience October 2005 - May 2006
Job Natural Resource Planner at Maryland Department of Natural Resources Critical Area Commission
Industry
Experience
Maryland Department of Natural Resources Critical Area Commission June 2014 - Present
Environmental Systems Analysis, Inc. November 2010 - June 2014
University of Maryland Center February 2008 - November 2010
National Onsite Wastewater Recycling Association (NOWRA) June 2006 - February 2008
Waddell & Reed Financial Services October 2005 - May 2006
Department of Justic March 2004 - December 2004
Skills
Marketing, Leadership, Editing, Research, Policy, Public Speaking, Program Management, Proposal Writing
Education
University of Maryland College Park 2008 — 2010
M.S, Marine Estuarine Environmental Science
St. Mary's College of Maryland 1999 — 2003
B.A, Economics and English
Middletown High School
Maryland Department of Natural Resources Critical Area Commission June 2014 - Present
Environmental Systems Analysis, Inc. November 2010 - June 2014
University of Maryland Center February 2008 - November 2010
National Onsite Wastewater Recycling Association (NOWRA) June 2006 - February 2008
Waddell & Reed Financial Services October 2005 - May 2006
Department of Justic March 2004 - December 2004
Skills
Marketing, Leadership, Editing, Research, Policy, Public Speaking, Program Management, Proposal Writing
Education
University of Maryland College Park 2008 — 2010
M.S, Marine Estuarine Environmental Science
St. Mary's College of Maryland 1999 — 2003
B.A, Economics and English
Middletown High School
Jeanne Russell's Waddell & Reed Financial Services Experience February 2005 - February 2013
Job Personal Trust Specialist at Cadence Trust
Industry Executive Office
Experience
Cadence Trust April 2013 - Present
Waddell & Reed Financial Services February 2005 - February 2013
Cottage Industry, Inc. February 1996 - February 2005
Skills
Customer Service, Administrative..., Outlook, Office Management, Travel Arrangements, Spreadsheets, PowerPoint, Human Resources, Office Administration, Microsoft Excel, Data Entry, Employee Benefits, Event Planning, Budgets, Strategic Planning
Education
The University of Texas at Austin 1970 — 1973
Elementary Education
Cadence Trust April 2013 - Present
Waddell & Reed Financial Services February 2005 - February 2013
Cottage Industry, Inc. February 1996 - February 2005
Skills
Customer Service, Administrative..., Outlook, Office Management, Travel Arrangements, Spreadsheets, PowerPoint, Human Resources, Office Administration, Microsoft Excel, Data Entry, Employee Benefits, Event Planning, Budgets, Strategic Planning
Education
The University of Texas at Austin 1970 — 1973
Elementary Education
Bud Wiltfong's Waddell & Reed Financial Services Experience March 1971 - February 2012
Job Sr IT Management of Mainframe Production Support
Industry Financial Services
Experience
Waddell & Reed Financial Services March 1971 - February 2012
United States Marine Corps February 1966 - February 1971
Education
IBM 1965 — 2011
N/A, Extensive Computer courses
University of Virginia 1967 — 1968
Associates, Computer Science
University of Missouri-Columbia 1964 — 1966
None, Civil Engineering Technology/Technician
Waddell & Reed Financial Services March 1971 - February 2012
United States Marine Corps February 1966 - February 1971
Education
IBM 1965 — 2011
N/A, Extensive Computer courses
University of Virginia 1967 — 1968
Associates, Computer Science
University of Missouri-Columbia 1964 — 1966
None, Civil Engineering Technology/Technician
Winston O'B. Smith's Waddell & Reed Financial Services Experience February 2002 - August 2005
Job COP at O'B. Smith & Associates
Industry Hospital & Health Care
Experience
O'B. Smith & Associates September 2005 - Present
Florida Agency for Persons with Disabilities September 2005 - October 2010
Waddell & Reed Financial Services February 2002 - August 2005
Skills
Customer Service, Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Strategic Planning, Healthcare, Healthcare Management, Mental Health, Occupational Health, Healthcare Information..., Hospitals, Public Health, Substance Use Disorders, Substance Abuse..., Public Speaking, Project Management, Research, Process Improvement, Nursing, Team Building, Change Management, Management, Leadership, Sales, Customer Satisfaction, Contract Management, Construction Management, Construction Safety, Energy Efficiency, Energy Audits, Energy Conservation, Energy Management, Weatherization, Facilities Management, Social Services, Policy, Program Development, Nonprofits, Program Management, Training
Education
Springfield College
Master of Science, Organizational Management & Leadership
Springfield College
Bachelor of Science, Human Services, Organizational Management & Leadership
O'B. Smith & Associates September 2005 - Present
Florida Agency for Persons with Disabilities September 2005 - October 2010
Waddell & Reed Financial Services February 2002 - August 2005
Skills
Customer Service, Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Strategic Planning, Healthcare, Healthcare Management, Mental Health, Occupational Health, Healthcare Information..., Hospitals, Public Health, Substance Use Disorders, Substance Abuse..., Public Speaking, Project Management, Research, Process Improvement, Nursing, Team Building, Change Management, Management, Leadership, Sales, Customer Satisfaction, Contract Management, Construction Management, Construction Safety, Energy Efficiency, Energy Audits, Energy Conservation, Energy Management, Weatherization, Facilities Management, Social Services, Policy, Program Development, Nonprofits, Program Management, Training
Education
Springfield College
Master of Science, Organizational Management & Leadership
Springfield College
Bachelor of Science, Human Services, Organizational Management & Leadership
T Rowe Price
The Blackstone Group
Pioneer Investments
Lazard
ING Investment Management
Deutsche Asset Management
Lazard Asset Management
Natixis Global Asset Management