Waddell & Reed, Inc.
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, Inc. Employees
Great Uncle Gifts January 2014 - Present
FCB-Chicago July 2008 - October 2014
Optimists of Deerfield January 2008 - October 2008
Discover Card April 2008 - June 2008
Discover Financial Services January 2007 - April 2008
University of Illinois at Chicago August 2005 - December 2006
Waddell & Reed, Inc. 2002 - 2005
Pacific University August 1999 - May 2002
Skills
SAS, Teamwork, Analytics, Data Analysis, Quantitative Analytics, Economics, Market Research, Statistics, Statistical Modeling, Customer Insight, Marketing Research, Qualitative Research, Quantitative Research, Econometrics, Marketing Strategy, CRM, Digital Strategy, Integrated Marketing, Advertising, Strategy, Interactive Marketing
Education
University of Illinois at Chicago 2005 — 2006
MA, Economics
Pacific University 1998 — 2002
BA, Economics
Truxton Trust Company September 2012 - Present
Belmont University October 2013 - September 2014
Wellness Financial Advisors August 2011 - August 2012
Waddell & Reed, Inc. May 2009 - July 2011
JPMorgan Chase 2006 - 2009
Talent Marketing Group August 2005 - November 2006
First Baptist Church Bryan 2004 - 2005
Skills
Retirement Planning, Investments, Wealth Management, Asset Management, Financial Analysis, Estate Planning, Finance, Strategic Financial..., Loans, Securities, Strategic Planning, Employee Benefits, IRAs, 401k Rollovers, Portfolio Management, Asset Managment, SEP IRA, Wealth Preservation..., Investment Advisory, Income for Life, Retirement, Traditional IRA, Key Person Protection, Protection..., Multi-generational..., Multi-generational..., Gifting Strategies, Legacies, Legacy Giving, Charitable Remainder..., Charitable Gift Planning, Irrevocable Life..., Revocable Trusts, Fiduciary Management, Fiduciary Services, Holistic Financial..., Wealth Accumulation..., Guaranteed Lifetime..., Tax-advantaged..., Business Overhead..., Tax Free Income, College Funding..., College Funds, Estate Preservation, Buy-Sell, Financial Planning, Private Banking
Education
Belmont University - Jack C. Massey Graduate School of Business 2012 — 2013
Executive Certificate, Financial Planning
Texas A&M University 2001 — 2005
BA, Communication & Business
Kite Realty Group July 2014 - Present
Purdue University July 2012 - July 2014
Purdue University July 2009 - July 2012
Waddell & Reed, Inc June 2006 - June 2009
Parker Ivory March 2008 - September 2008
Cibus March 2008 - September 2008
Crystal Food Services 2001 - 2006
Skills
Communication, Developer, Positivity, Activator, Winning Others Over, Coaching, Career Counseling, Motivation, Time Management, Interview Preparation, Career Strategist, Resume Writing, Cover Letters, Sociability, Influence At All Levels, Multiple Priorities, Recruiting, Student Affairs, Higher Education, Employee Training, Employee Relations, Event Planning, Training, Human Resources, College Recruiting, Leadership Development, Leadership, Strategy, Data Analysis, Personnel Management, Event Management, Benefits Administration, Strategic Planning, Management, Temporary Placement, Staff Development, PeopleSoft
Education
Indiana University - Kelley School of Business 2006 — 2009
Master of Business Administration (MBA), Entrepreneurship and Social Entrepreneurship
Purdue University 1997 — 2001
Bachelor of Science (BS), Hospitality and Tourism Management (HTM)
Prosperity Advisory Group September 2014 - Present
Waddell & Reed, Inc March 2008 - March 2010
Spectrum Wealth Advisors 1999 - 2007
Skills
Strategic Financial..., Series 7, Retirement Planning, Mutual Funds, Retirement, Investments, Series 63, Insurance, Wealth Management, Investment Advisory, Asset Allocation, IRAs
Education
University of Kansas 1991 — 1993
BA, English
Park University 1989 — 1991
Sports Medicine
Orange County Employees Retirement System December 2012 - Present
JPMorgan Investment Management April 2007 - December 2012
JPMorgan Securities, Inc. August 2005 - April 2007
Waddell & Reed, Inc January 2004 - August 2005
Skills
Capital Markets, Investment Advisory, Pension Funds, Portfolio Optimization, Portfolio Management, Real Estate, Institutional..., Bloomberg, Economics, Equities, Risk Measurement, Private Equity, Fixed Income, Mezzanine, Hedge Funds, Infrastructure, REIT, Internal & External..., Risk Budgeting, Alternative Investments, Investment Management, Asset Allocation, Asset Managment, Public Speaking, Institutional Investors, Organization &..., Financial Advisory
Education
The University of New Mexico 2001 — 2003
Bachelor of Arts (B.A.), Economics and Sociology, 4.0
Indiana University Bloomington 1999 — 2001
Business Administration and Management, General, 3.8
Bureau of Land Management June 2014 - Present
Bureau of Land Management July 2012 - June 2014
Hastings Entertainment September 2006 - November 2011
Hastings Entertainment September 2006 - November 2011
Hastings Entertainment September 2006 - October 2008
Waddell & Reed June 2000 - September 2006
Waddell & Reed, Inc June 2000 - September 2006
HomeLand Real Estate May 1995 - June 2000
HomeLand Real Estate May 1995 - June 2000
US Navy April 1989 - April 1993
Skills
Time Management, Customer Service, Training, Outlook, Management, Microsoft Excel, Microsoft Office, Human Resources, Interviews, Advertising, Merchandising, Troubleshooting, Microsoft Word, Social Networking, Leadership, Sales
Education
Electronic Technician "C" School, US Navy 1988 — 1989
ET3 (NEC 1588), Test Equipment Calibration
Electronic Technician "A" School, US Navy 1988 — 1988
Electronic Technician, Electronic Technician
Grace University 1984 — 1986
Elementary Education
Grace University 1984 — 1985
School
Nationwide Financial September 2012 - Present
Nationwide Financial Services December 2010 - September 2012
Nationwide Financial March 2006 - March 2009
Nationwide Financial Services April 2001 - March 2006
Waddell & Reed, Inc. May 1996 - April 2001
Skills
Investments, Lotus Notes, Proposal Writing, Series 6, Business Planning, Retirement Planning, Building Relationships, Research, Sales Process, Licensing, Financial Services, Fixed Annuities, Marketing, Public Speaking, Sales, New Business Development
Education
Franklin University
Financial Planning
The American College
ChFC
Neuroworx October 2014 - Present
Office of Digital Humanites January 2012 - August 2014
The Church of Jesus Christ of Latter-day Saints May 2010 - November 2011
Douglas County Assessors Office 2008 - 2009
R.H. Brown Company June 2007 - August 2007
Waddell & Reed, Inc. 2005 - 2007
Skills
Data Analysis, Organization Skills, Interpersonal Skills, Relationship Building, Microsoft Office, Leadership, Microsoft Excel, Public Speaking, PowerPoint, Team Leadership, Spanish
Education
Brigham Young University 2007 — 2014
Bachelor of Science (B.S.), Exercise Science, GPA 3.34
Flournoy Wealth Management August 2007 - Present
Financial Women's Association January 2007 - December 2009
Presentation High School September 2007 - June 2009
Waddell & Reed, Inc. 2004 - 2007
Software Connections April 1984 - December 1987
Software Connections 1984 - 1987
National Semiconductor October 1979 - April 1984
Skills
Retirement Planning, Retirement Income..., Alternative Investments, Financial Advisory, Life Insurance, Disability Insurance, Long Term Care Insurance, Strategic Financial..., Investment Strategies, Asset Managment, Investment Management, Financial Planners, Fixed Annuities, Securities, Wealth Management
Education
University of California, Santa Cruz 2002 — 2003
Certificate, Personal Financial Planning
Principia College 1974 — 1978
B.A., Business
Gregory Arce Accounting & Bookkeeping Services 1997 - Present
Grace Free Presbyterian Church October 1997 - Present
Dunbarton Public Library April 2009 - March 2015
Waddell & Reed, Inc May 2008 - September 2010
Fidelity Investments 2004 - 2007
Fidelity Investments 2000 - 2004
White Mountain Cable 1998 - 2000
Global American, Inc 1996 - 1998
Skills
Series 63, Series 6, Series 65, Mutual Funds, Asset Allocation, Retirement Planning, Investment Strategies, Annuities, Wealth Management, Fixed Annuities, Retirement, Investments, Financial Services, Bonds, Strategic Financial..., Finance, Customer Service, Financial Analysis, Public Speaking, Financial Planning, Team Building, Microsoft Excel
Education
Bob Jones University 1988 — 1992
BS, Financial Management
Waddell & Reed October 2012 - Present
Waddell & Reed, Inc. December 2005 - October 2012
AppleOne May 2003 - December 2005
Downtown Manhattan 2001 - 2003
Skills
Applicant Tracking..., Talent Acquisition, Recruiting, College Recruiting, Internet Recruiting, Cold Calling, Executive Search, Sourcing, Onboarding, Human Resources, Sales, Employee Relations
Education
Kansas State University
Bachelors, Family Financial Planning
DeMarche Associates, Inc. / Discretionary Management Services, LLC May 2011 - Present
State Street Corporation September 2008 - May 2011
State Street Corporation September 2006 - September 2008
State Street Corporation October 2005 - September 2006
Waddell & Reed, Inc. March 2005 - October 2005
Skills
Investments, Financial Analysis, Mutual Funds, Equities, Alternative Investments, Strategic Financial..., Securities, Financial Reporting, Accounting, Bloomberg, Fixed Income, Trading, Finance, Hedge Funds, Financial Services, Fund Accounting, Investment Management, Asset Allocation, Investment Strategies, Asset Management, Management, Portfolio Management, Microsoft Excel, Capital Markets, Risk Management, Valuation, Financial Accounting
Education
University of Kansas 2000 — 2004
Bachelor of Science, Business Administration - Finance
JPV Financial June 2013 - Present
SAI Financial Services, Inc. April 2011 - June 2013
Waddell & Reed, Inc March 2008 - January 2011
I COMM September 2006 - February 2008
MARTIRE CUSTOM HOMES December 2004 - September 2006
KEMPER LAKES GOLF CLUB April 2003 - December 2004
Village Links of Glen Ellyn July 1994 - March 2003
Skills
Life Insurance, Series 7, Life & Health Insurance..., Series 66, Uniform Combined State..., Investments
Education
Benedictine University
Bachelor of Arts (BA), Business Administration and Management, General
Clinical Reference Laboratory June 2011 - Present
NAIA March 2011 - August 2011
Mariner Holdings, LLC December 2010 - March 2011
Waddell & Reed, Inc. August 1988 - December 2008
Price Waterhouse August 1982 - August 1988
Skills
Staff Management, Accounting, Auditing, Financial Statements, Financial Accounting, Accounts Receivable, Financial Analysis, Cash Management, Accruals, QuickBooks, General Ledger, Accounts Payable, Insurance, SEC, GAAP, Department Budgeting, Payroll, UK Payroll, Oracle, Financial Reporting
Education
University of Missouri-Kansas City 1980 — 1982
Bachelor of Science, Accounting
Park University 1978 — 1980
Accounting
Cenlar FSB January 2015 - Present
Cenlar FSB May 2012 - December 2014
Sykes Enterprises January 2009 - January 2012
Waddell & reed, inc January 2009 - January 2010
Skills
Competitive Analysis, Stock Trading, Trend Analysis, Financial Forecasting, Business Analysis, Operations Management, Benefit Cost Analysis, Technical Analysis, High Pressure Situations, Investor Relations, Public Speaking, Team Leadership, Situational Leadership, Outstanding time..., Strategic Thinking, Timely Decision Making, Highly responsible, Creative Problem Solving, FX Hedging, FX Swaps, Futures Trading, Financial Services, Time Management, Portfolio Management, Banking, Finance, CRM, Mortgage Lending, Mortgage Servicing, Quality Assurance, Auditing, Customer Service
Education
Rider University 2011 — 2013
Bachelor of Science (B.S.), Finance & Investments
SimplyFun November 2010 - Present
COUNTRY Financial January 2009 - March 2010
Waddell & Reed, Inc December 2007 - January 2009
U.S. Bank November 2005 - July 2006
Victorias Secret 2000 - 2005
Skills
Marketing Communications, Leadership, Time Management, Disability Insurance, Large-scale Event..., Management, PowerPoint, Event Planning, Social Media, Event Management, Fundraising, Customer Service, Marketing, Public Speaking, Large Scale Events, Social Networking, Social Media Marketing, Team Building, Sales
Education
Keller Graduate School of Management 2010 — 2011
MBA, Finance
DeVry University 2004 — 2006
Bachelors in Technical Management, Business and Accounting
College of Southern Nevada 2002 — 2004
Accounting
California Lutheran University 2000 — 2002
Education
Green Valley High School 1996 — 2000
Clear Future Financial, LLC October 2003 - Present
Waddell & Reed, Inc. July 1982 - October 2003
Skills
Investments, Retirement, Financial Services, Small Business, Securities, Finance, Retirement Planning, Estate Planning, Strategic Financial..., Wealth Management, 401k, Financial Advisory, Insurance, Fixed Annuities, Mutual Funds, Investment Advisory, Asset Allocation
Education
Eastern Washington University 1978 — 1982
Bachelor’s Degree, Business Administration and Management, General
GoBlue, LLC October 2010 - Present
Topeka Youth Project 2011 - 2013
Waddell & Reed, Inc. December 2009 - October 2010
Oce North America March 2005 - December 2009
Oce Wide Format Printing Systems March 2005 - December 2009
Digital Reprographics 2000 - 2005
Simplex Time Recorder 1998 - 2001
Skills
B2B, Strategic Planning, Solution Selling, Digital Printing, Direct Sales, New Business Development, Sales Process, Wide Format Printing, Sales Management, Scanners, Account Management, Sales, Document Management, Variable Data Printing, Advertising
Education
Washburn University 2000 — 2002
Johnson County Community College 1993 — 1996
AA, Drafting
The University of Kansas 1991 — 1994
Engineering
Columbus High School 1988 — 1991
New Legacy Financial Group, LLC June 2008 - Present
Ray Bolton & Associates, Inc. January 1986 - Present
Waddell & Reed, Inc. April 2005 - April 2008
Ford Motor Company November 2001 - May 2003
KY CCDW March 1993 - December 1995
Education
Bellarmine University 1990 — 1991
Paralegal
University of Louisville 1984 — 1987
Music
Phantom Regiment Drum & Bugle Corps 1984 — 1985
Music Physiology
Verbode February 2014 - Present
Lucky Investments LLC September 2007 - Present
Kosova Consulting, Inc. February 2002 - Present
Metro Point Lending LLC July 2008 - August 2015
Turtle Creek Mortgage April 2005 - June 2008
Chase Manhattan Mortgage Corporation March 2004 - March 2005
MidFirst Bank September 2002 - February 2004
Waddell & Reed, Inc. December 1999 - September 2002
Skills
Loans, Mortgage Lending, Investment Properties, Sellers, REO, Real Estate, Short Sales, New Home Sales, Foreclosures, Single Family Homes, Investments, Referrals, Residential Homes, Investors, Commercial Real Estate
Education
University of Central Oklahoma - MBA 2001 — 2003
MBA, Finance
College of Business 1995 — 2001
BS, Accounting
Bethany HS 1995 — 1995
Diploma, High School
Xhevdet Doda - Prishtine, Kosova 1991 — 1994
Diploma, Math and Science
Buffalo First Wealth Management, LLC October 2013 - Present
Waddell & Reed, Inc. August 2007 - October 2013
AAA Environmental, Inc. March 2006 - September 2007
SUNY Canton December 2003 - March 2006
Connolly Association Consulting May 1999 - December 2003
Trocaire College January 2000 - September 2001
Brennan Transportation Company March 1998 - April 1999
AHOLD USA, TOPS MARKETS, INC. December 1995 - October 1997
Skills
Leadership, Budgets, Strategy, Financial Analysis, Performance Management, Human Resources, Analysis, Customer Service, Project Management, Recruiting, Risk Management, Finance, Employee Benefits, Marketing, Accounting, Strategic Planning, Management, Business Planning, comprehensive financial..., Strategic Financial..., Asset Management, Risk Assessment, Corporate Finance, Life Insurance, Disability Insurance, Estate Planning, Asset Allocation, 529 Plans, 401k Rollovers, 457 Plans, 403b Rollovers, Individual Pension Plans, Succession Planning, Insurance, Business Strategy, Investments, Portfolio Management, Wealth Management, Marketing Strategy, 401k, Financial Services, Retirement Planning, Business Process..., Financial Advisory, Mutual Funds, Start-ups, Financial Planning, Public Speaking, Sales, Team Building
Education
New York State Partnership Long Term Care 2008 — 2008
Medaille College 2000 — 2003
Master of Business Administration (MBA), Finance, Strategic Planning
Niagara University 1969 — 1973
Bachelor of Science (BS), Transportation, Travel, & Tourism
FINRA
Series 7, Series 66
New York Health, Life Disability Insurance License #
LA-1056536
The Papio-Missouri Natural Resources District November 2012 - Present
Encore Financial Services, Inc. February 2006 - Present
Inland Home Mortgage Company, LLC April 2001 - Present
Douglas County Republican Party July 2010 - September 2011
Waddell & Reed, Inc. July 2001 - February 2006
Bonnett Financial Services, Inc. / A Securities America OSJ Branch Office February 1996 - June 2001
Skills
Strategic Financial..., Leadership, Retirement, Insurance, Investments, Finance, Management, Retirement Planning, Strategic Planning, Financial Services, Mortgage Lending, Fundraising, Commercial Mortgages, Long-term Care, Estate Planning, Employee Benefits, Life Insurance, Small Business, Team Building, Customer Service, Sales, Fixed Annuities, Financial Advisory, 1st Time Homebuyers, Residential Mortgages, Disability Insurance, Training, Financial Planning, Public Speaking, Ethics, Financial Planners, Portfolio Management, Recruiting, Sales Management, 401k, Government, Coalition Development, Political Campaigns, Loans, Asset Management, Wealth Management, Operating Budgets, Long Term Care Insurance, IRAs, Term Life Insurance, Wealth, Whole Life, Health Insurance, Universal Life
Education
University of Nebraska at Omaha 1996 — 1998
BGSGA, Real Estate Finance & Land Use Economics
Blackstone School of Law 1995 — 1995
Associate of Science (A.S.), Paralegal Studies / Law
Cameron University 1994 — 1995
Undergraduate Studies, Business Management
University of Nebraska-Lincoln 1990 — 1993
Undergraduate Studies, Education, Sociology & Military Science
Millard South High School 1986 — 1990
High School Diploma, General Secondary Education
BlueCreek Investment Partners February 2014 - Present
BlueCreek Investment Partners 2014 - 2015
Ottawa University June 2011 - February 2014
Ottawa University September 2010 - June 2011
Ottawa University July 2009 - September 2010
Waddell & Reed, Inc November 2005 - December 2008
Overland Solutions, Inc April 2003 - November 2005
Skills
Recruiting, Training, Interviews, Leadership, Human Resources, Management, Coaching, Marketing, Sales, Admissions, Enrollment Management, Start-ups, Networking, Student Financial Aid, Cold Calling, Building Relationships, Sales Operations, Curriculum Design, Hiring, Higher Education, Sourcing, Academic Advising, Adult Education, Conflict Resolution, Instructional Design, Leadership Development, Public Speaking, Staff Development, Student Affairs
Education
Ottawa University 2010 — 2013
MBA, Leadership
The William Allen White School of Journalism (University of Kansas) 2000 — 2002
BS, Strategic Communications
University of Kansas 1998 — 2002
BA, English
Minnesota Philanthropy Partners August 2011 - Present
Wisconsin Indianhead Technical College - New Richmond Campus February 2010 - May 2011
Focus Financial Network, Inc. January 2008 - April 2009
Waddell & Reed, Inc. April 2002 - January 2008
Waddell & Reed Financial Services February 1999 - June 2006
J.T. Miller Company, Inc. 1997 - 1999
Skills
Microsoft Excel, Microsoft Word, Microsoft Publisher, Microsoft PowerPoint, Quickbooks, Customer Relations, QuickBooks, PowerPoint, Customer Service, Time Management, Marketing, Accounting, Management
Education
Wisconsin Indianhead Technical College 2009 — 2010
Associates Degree, Accounting
Gustavus Adolphus College
Bachlors of Arts, Education
EMC Corporation May 2012 - Present
Waddell & Reed, Inc June 2011 - September 2011
Precision Wire Shapes June 2011 - September 2011
Skills
Series 6 and...
Education
Bryant University 2008 — 2012
Bachelor of Business Administration (BBA), Finance, Actuarial Mathematics
Quaboag Regional High School
Ameriprise Financial Services, Inc. April 2012 - April 2013
Ameriprise Financial Investor Center March 2009 - March 2012
OneAmerica / American United Life September 2004 - July 2007
UMB Bank, n.a. April 2002 - February 2004
Hunter Midwest, Inc. December 1998 - March 2002
Waddell & Reed, Inc. April 1997 - September 1998
Jones & Babson, Inc. September 1986 - April 1997
Skills
Customer Service, Timely, Administrative Support, Spreadsheets, Outlook, Fax, Customer Relations, Confidentiality, Customer Satisfaction, Benefits, Microsoft Office, Excel, Leadership, PowerPoint, Employee Benefits, Administrative..., Microsoft Excel, Lotus Notes, Time Management, Retirement Planning, Investments
Education
Rockhurst University 1992 — 1995
Business Administration
Longview Community College 1986 — 1991
Associates, Business
Lee's Summit
Janus Capital Group March 2015 - Present
Janus Capital Group July 2013 - February 2015
Janus Capital Group February 2012 - July 2013
Janus Capital Group July 2011 - February 2012
Waddell & Reed, Inc February 2008 - July 2011
Boston Financial Data Services Inc July 2005 - January 2008
Skills
Mutual Funds, Microsoft Excel, Accounting, Microsoft Word, Financial Reporting, PowerPoint, Customer Service, Finance, Outlook, Auditing, Fund Accounting, Business Analysis, Accruals, Bloomberg, Internal Audit
Education
Baker University 2008 — 2010
Master of Business Administration
The University of Kansas 2003 — 2007
Bachelor of Science in Business, Accounting
Waddell & Reed, Inc. January 2001 - December 2011
Met Life 1975 - 2001
Skills
Finance, Investments, Small Business, Insurance, Financial Services, Financial Analysis, New Business Development, Banking, Leadership, Risk Management
Education
North Carolina Agricultural and Technical State University 1968 — 1972
Business Administration
The Hartford December 2014 - Present
Voya Financial May 2012 - November 2014
ING March 2010 - May 2012
ING January 2008 - January 2012
ING January 2008 - March 2010
ING August 2005 - December 2007
ING April 2003 - August 2006
Waddell & Reed, Inc September 2002 - April 2003
Skills
Business Analysis, Series 6, Retirement, Fixed Annuities, Process Improvement, Change Management, Risk Management, Strategy, Series 63, Six Sigma, Insurance, Leadership, FINRA, 401k, Investments, Mutual Funds, Banking, Securities, Financial Risk, Series 24, Asset Managment, Wealth Management, Business Process..., Business Process, Salesforce.com..., iRise Modeler Certified, Life & Health Licenses, Series 65, Voluntary Employee..., Digital Strategy, Salesforce.com, CRM, Project Portfolio...
Education
University of Connecticut
MBA, Management
Eastern Connecticut State University
B.S, Business Administration; minor in Marketing
BYU-Idaho July 2002 - Present
Brigham Young University - Idaho 2002 - Present
BYU Student Alumni Association 2002 - Present
Brigham Young University 2002 - 2010
Ricks College 1997 - 2002
Waddell & Reed, Inc. 1996 - 1997
Idaho Falls Health and Racquet Club 1977 - 1997
Skills
Public Speaking, Higher Education, Teaching, Event Planning, Research, Volunteer Management, Editing, Critical Thinking, Fundraising, Social Media, Training, Social Media Marketing, Leadership Development, Public Relations, Microsoft Office, Leadership, Strategic Planning, Staff Development, Management, Organizational..., Budgets, Data Analysis, Team Leadership, Entrepreneurship, Qualitative Research, Student Affairs, Program Development, Community Outreach, Social Networking, Nonprofits, Time Management, Event Management, Teamwork, Facebook, Grant Writing, Microsoft Word, Alumni Relations, PowerPoint, Customer Service, SPSS, Microsoft Excel, Spanish, Coaching, Blogging, Marketing, Program Evaluation, Adult Education, Team Building, Marketing Communications, Program Management
Education
Brigham Young University 1975 — 1977
Master's degree, Exercise Physiology
Brigham Young University - Idaho 1968 — 1971
Associate's degree, Exercise Physiology
Anderson Healthcare, Inc. August 2011 - Present
Caring Transitions April 2011 - July 2011
Kelly Services September 2007 - March 2011
Hamilton Co. Board of Elections October 2007 - November 2010
Mercy-Anderson Women's Center October 2008 - March 2010
Tree of Life-MW September 1988 - May 1996
Waddell & Reed, Inc. August 1985 - August 1988
Xavier University 1984 - 1985
Thomas More College 1982 - 1984
Thomas More College 1979 - 1982
Skills
Customer Service, Public Speaking, Event Planning, Management, Budgets, Project Planning, CRM, Administrative..., Team Building, Marketing, Account Management, Leadership, Microsoft Excel, Strategic Planning, Outlook, Microsoft Office, Training, Coaching, Event Management, Microsoft Word, New Business Development, Social Media
Education
Indiana University Bloomington 1974 — 1978
Bachelor of Arts (BA), Fine and Studio Arts
Waddell & Reed January 2014 - Present
Waddell & Reed January 2010 - December 2013
Waddell & Reed, Inc. February 2002 - December 2009
Railroad Savings Bank 1994 - 1995
Education
Baker University 1999 — 2001
Emporia State University 1989 — 1993
BDB, Accounting
Bank of Oklahoma March 2008 - Present
Waddell & Reed, Inc. 2005 - 2007
Ivy Funds 2005 - 2007
DeMarche Associates 2002 - 2005
Skills
Series 7, Investments, Portfolio Management, Alternative Investments, Asset Managment, Asset Allocation, 401k, Asset Management, Credit, Equities, Financial Advisory, Financial Markets, Financial Services, Mutual Funds, Wealth Management
Education
University of Missouri-Kansas City 2003 — 2006
MBA, Finance
Kansas State University 1997 — 2002
Bachelor of Science (BS), Finance, General
Cook County May 2008 - January 2011
Chicago Housing Authority May 2001 - May 2008
Chicago Housing Authority September 1999 - May 2001
Waddell & Reed, Inc. September 1996 - January 1999
Museum of Science & Industry August 1980 - September 1995
Skills
Government, Program Management, Policy, Strategic Planning, Non-profits, Policy Analysis, Contract Management, Community Outreach, Public Speaking, Event Planning, Strategy, PowerPoint, Data Analysis, Grants, Leadership, Leadership Development, Staff Development, Proposal Writing, Nonprofits, Analysis, Team Building, Organizational..., Public Policy, Project Planning, Budgets, Program Development, Microsoft Office, Grant Writing, Access, Volunteer Management, Negotiation, Research, Fundraising, Community Development, Conflict Resolution, Training, Team Leadership, Coaching, Contract Negotiation, Management, Event Management, Public Relations, Workshop Facilitation, Public Administration, Change Management, Customer Service, Supervisory Skills, Process Improvement, Project Management, Employee Relations
Education
Roosevelt University 1999 — 2001
MPA, Administrative Studies
Howard University 1981 — 1986
BBA, Business Management
St. Ignatius College Prep 1977 — 1981
College Prep Diploma
Fidelity Investments September 2012 - November 2012
T. Rowe Price April 2008 - September 2012
Waddell & Reed, Inc. June 2007 - April 2008
Education
American InterContinental University 2005 — 2007
Ivy Funds Distributor, Inc May 2006 - Present
Waddell & Reed, Inc May 2006 - December 2011
Morgan Stanley June 2003 - May 2006
Merrill Lynch January 1994 - December 2001
Education
University of Missouri-Kansas City
O'Hara High School
Waddell & Reed, Inc February 2014 - Present
UMB Financial Corp November 2001 - December 2013
House of Lloyd, Inc. August 1989 - November 2001
Brack & Associates May 1988 - August 1989
St. Joseph Medical Center December 1987 - April 1988
Electronics Manufacturing Companies 1984 - 1987
Skills
Employee Benefits, Benefits Administration, Employee Relations, Onboarding, Talent Acquisition, HRIS, Employee Engagement, Succession Planning, Mergers & Acquisitions, College Recruiting, Deferred Compensation, FMLA, Compensation & Benefit, Strategy, Personnel Management, Management, Workforce Planning, Total Rewards Strategies, Compensation Management, Outsourcing, Payroll, Human Resources..., Performance Management, Planning Budgeting &..., Change Management, Organizational Design /..., Employment Law & ERISA, Retirement..., Compliance, Vendor Management /..., Policy Development, Compensation, Compensation & Benefits
Education
University of Kansas - Graduate School of Business 1995 — 1998
MBA, Business Administration
University of Kansas
BA, Personnel Administration
Society for Human Resources Management
SPHR - Senior Professional in Human Resources
Kohl's Department Store August 2004 - Present
Waddell & Reed, Inc October 2005 - May 2008
Nevada State Board of Professional Engineers and Land Surveyors June 2001 - May 2005
Champion Western Retail November 2000 - June 2001
Auto Guardian dba A September 1999 - April 2000
State of Nevada September 1998 - September 1999
Education
Grand Canyon University 2009 — 2013
BSBA, Expedited
Wooster High School 1974 — 1977
General Studies
Kansas Division of Emergency Management April 2009 - Present
Shepard's, Inc. January 2007 - March 2009
Waddell & Reed, Inc. June 2006 - January 2007
First Command Financial Planning November 1997 - May 2006
US Army December 1976 - November 1997
Education
Central Michigan University 1991 — 1991
Master of Science, General Administration
University of North Georgia 1975 — 1976
BS, Criminology and Sociology
Georgia Military College 1973 — 1975
AA, Criminology
Telecare Recovery Partnership (E&T) August 2010 - Present
Writer & Co. LLC January 2010 - Present
Spectrum Pension Consultants, Inc. May 2008 - July 2009
Waddell & Reed, Inc. 2002 - 2004
Holland America Line-Westours, Inc. 1986 - 2002
Alaska Northwest Publishing Co. February 1985 - September 1986
The Journal-American March 1981 - February 1985
Skills
Corporate Communications, New Business Development, Web Content, Proofreading, Social Media, Marketing Strategy, Strategic Planning, Public Speaking, Employee Benefits, Outlook, Copy Editing, Event Planning, Microsoft Excel, Marketing, Content Management, Brand Awareness, Team Leadership, Social Media Marketing, Internal Communications, Newsletters, Media Relations, Press Releases, Strategic Communications, Research, PowerPoint, Non-profits, Retirement Planning, Project Management, Communications Planning, Retirement, Social Networking, Microsoft Word, Event Management, Public Relations, Marketing Communications, Editing, Interviews, Presentation Development, Facebook, Creative Writing, Copywriting, Blogging, Content Strategy, Nonprofits, Fundraising, Feature Articles
Education
University of Alaska Fairbanks
B.A., Journalism
Self-employed February 2009 - Present
Waddell & Reed, Inc. September 1997 - January 2009
The Morning Call 1988 - 1997
Education
Northwestern University 1971 — 1972
MSJ, Journalism
T. Rowe Price September 2010 - Present
Waddell & Reed, Inc. February 2009 - July 2009
MTI Group, Inc. May 2004 - July 2007
Education
University of Colorado Colorado Springs 2004 — 2008
BA, Finance
Waddell & Reed, Inc March 2009 - Present
Education
Clarion University of Pennsylvania
Master's, Business Administration; Finance
Assurant January 2014 - Present
Waddell & Reed, Inc. March 2008 - January 2014
Medix Staffing Solutions January 2005 - March 2008
Skills
Investments, Strategic Financial...
Education
University of Kansas
Bachelor, Journalism
Encompass Medical Group / Premier Imaging October 2014 - Present
Rasmussen College May 2013 - June 2014
Kansas City, Kansas Public Library April 2012 - May 2013
Kansas City, Kansas Public Library January 2012 - April 2012
Kansas City, Kansas Public Library July 2011 - January 2012
CWB Services, LLC June 2008 - June 2011
Office Depot March 2008 - June 2008
Waddell & Reed, Inc February 2006 - December 2007
Office Depot January 2001 - January 2006
Eppink Gallery January 2003 - June 2005
Skills
Library, Research, Collection Development, Social Networking, Customer Service, Cataloging, Library Instruction, Library Science, Information Literacy, Library Management, Library Research, Public Libraries, Library Reference, Virtual Reference, Electronic Resources, Libraries
Education
Emporia State University 2010 — 2012
Master
Emporia State University 2001 — 2005
Bachelor of Science
Georgia Institute of Technology March 2014 - Present
Aarons Inc February 2007 - July 2013
FSC Securities March 2005 - March 2006
Leadership Financial February 2003 - October 2005
Waddell & Reed, Inc December 2001 - August 2003
Skills
Financial Analysis, Accounting, Microsoft Office, Microsoft Word, Customer Service, Leadership, Microsoft Excel
Education
University of Phoenix 2009 — 2011
Master of Business Adminstration
Georgia State University 1996 — 2001
Bachelor of Business Administration, Finance
mount zion high school
Scott Howard Events October 2011 - June 2013
Incontro August 2011 - June 2013
WADDELL & REED, INC August 2009 - April 2011
Waddell & Reed 2009 - 2011
AMERIPRISE October 2007 - July 2009
Wells Fargo Bank December 2005 - July 2007
Education
The California State University
Bachelor of Science, Business Administration & Marketing
Concordia University Chicago January 2007 - Present
Miles & Company January 2005 - January 2007
Waddell & Reed, Inc January 1998 - January 2004
Skills
Lotus 123, Microsoft Office, QuickBooks, Microsoft Access, Microsoft Powerpoint, Oracle Applications, Blackboard, Web Based Media, Web Based Portal, Banner System, Lutron, Payroll, Administrative..., Management, Accounts Receivable, Accounts Payable, Customer Service
Education
Concordia University Chicago 2012 — 2014
Master of Business Administration (M.B.A.), Business Administration and Management, General
Concordia University Chicago 2008 — 2012
Bachelor of the Arts, Organizational Management
Kitchell June 2015 - Present
IBEX Construction September 2014 - June 2015
Abengoa July 2008 - June 2014
DNI Properties, Inc. November 2006 - July 2008
Waddell & Reed, Inc. February 2006 - October 2006
Code Consultants, Inc. The Fire Protection, Life Safety & Accessibility Experts September 1998 - March 2005
Shannon & Wilson, Inc. May 1993 - August 1998
Skills
Construction, Contract Management, Microsoft Office, Customer Service, Microsoft Excel, Microsoft Word, Engineering, Recruiting, Time Management, Training, Project Coordination, Supervisory Skills, Construction Safety, Document Control, Administration
Education
University of Missouri-Saint Louis
Bachelor of Science in Business Administration, Marketing and Management & Organizational Behavior
St. Louis Community College
Associate in Arts in Business Administration, Business Administration and Management, General