Waddell & Reed, Inc.

Industry: Asset management company

Description

Waddell & 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

Employee
Years
Job
Industry
Jay Rigler Jay Rigler Chicago, Illinois Details
Jay Rigler's Waddell & Reed, Inc. Experience 2002 - 2005
Job Owner at Great Uncle Gifts
Industry Consumer Goods
Experience
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

Dustin Baucom, CFP® Dustin Baucom, CFP® Greater Nashville Area Details
Dustin Baucom, CFP®'s Waddell & Reed, Inc. Experience May 2009 - July 2011
Job Wealth Management: Comprehensive Financial Planning for High Net Worth Individuals and Families
Industry Financial Services
Experience
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

Jill Mullens Jill Mullens Indianapolis, Indiana Area Details
Jill Mullens's Waddell & Reed, Inc. Experience June 2006 - June 2009
Job Passionate about motivating and developing individuals to succeed
Industry Real Estate
Experience
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)

Kim Luyet Hayes, CFP Kim Luyet Hayes, CFP Overland Park, Kansas Details
Kim Luyet Hayes, CFP's Waddell & Reed, Inc. Experience March 2008 - March 2010
Job Prosperity Advisory Group
Industry Financial Services
Experience
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

Christine Kluger Christine Kluger Newport Beach, California Details
Christine Kluger's Waddell & Reed, Inc. Experience January 2004 - August 2005
Job Investment Analyst at OCERS
Industry Investment Management
Experience
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

Carole James Carole James Amarillo, Texas Details
Carole James's Waddell & Reed, Inc. Experience June 2000 - September 2006
Job Crude Helium Sales Analyst at Bureau of Land Management
Industry Government Administration
Experience
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

Susan M. Gyuro Susan M. Gyuro Columbus, Ohio Area Details
Susan M. Gyuro's Waddell & Reed, Inc. Experience May 1996 - April 2001
Job Relationship Consultant at Nationwide Financial
Industry Financial Services
Experience
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

Rochelle Frogget Rochelle Frogget South Jordan, Utah Details
Rochelle Frogget's Waddell & Reed, Inc. Experience 2005 - 2007
Job Administrative Assistant/Physical Therapist Aide at Neuroworx
Industry Health, Wellness and Fitness
Experience
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

Pam Flournoy Pam Flournoy San Francisco Bay Area Details
Pam Flournoy's Waddell & Reed, Inc. Experience 2004 - 2007
Job CERTIFIED FINANCIAL PLANNER(TM) Professional, Certified Divorce Financial Analyst(TM)
Industry Financial Services
Experience
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 Gregory Arce Greater Boston Area Details
Gregory Arce's Waddell & Reed, Inc. Experience May 2008 - September 2010
Job "So you can focus on your business, not your books"
Industry Financial Services
Experience
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

Carrie Ohm Carrie Ohm Kansas City, Missouri Area Details
Carrie Ohm's Waddell & Reed, Inc. Experience December 2005 - October 2012
Job
Industry Financial Services
Experience
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

Michael R. Marsh, CFA Michael R. Marsh, CFA Overland Park, Kansas Details
Michael R. Marsh, CFA's Waddell & Reed, Inc. Experience March 2005 - October 2005
Job Manager of Investment Research Traditional Assets & Trader
Industry Financial Services
Experience
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

Michael Von Drasek Michael Von Drasek Greater Chicago Area Details
Michael Von Drasek's Waddell & Reed, Inc. Experience March 2008 - January 2011
Job Operations Manager at JPV Financial
Industry Financial Services
Experience
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

Cheryl Hancock Cheryl Hancock Kansas City, Missouri Area Details
Cheryl Hancock's Waddell & Reed, Inc. Experience August 1988 - December 2008
Job Executive Director of Accounting at Clinical Reference Laboratory
Industry Financial Services
Experience
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

Paul Romanowicz Paul Romanowicz Croydon, Pennsylvania Details
Paul Romanowicz's Waddell & Reed, Inc. Experience January 2009 - January 2010
Job Servicing Compliance Supervisorat Cenlar FSB
Industry Banking
Experience
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

Megan Swap Megan Swap Duluth, Minnesota Area Details
Megan Swap's Waddell & Reed, Inc. Experience December 2007 - January 2009
Job SimplyFun Independent Master Playologist
Industry Consumer Goods
Experience
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

Craig Whitbeck, CFP® AIF® Craig Whitbeck, CFP® AIF® Spokane, Washington Area Details
Craig Whitbeck, CFP® AIF®'s Waddell & Reed, Inc. Experience July 1982 - October 2003
Job Experienced Wealth Manager Specializing in Retirement Planning and Distribution Strategies
Industry Financial Services
Experience
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

Scott Mossman Scott Mossman Topeka, Kansas Area Details
Scott Mossman's Waddell & Reed, Inc. Experience December 2009 - October 2010
Job Owner GoBlue Print, Plan & Direct Mail
Industry Executive Office
Experience
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

Ray Bolton Ray Bolton Louisville, Kentucky Area Details
Ray Bolton's Waddell & Reed, Inc. Experience April 2005 - April 2008
Job New Legacy Financial Group, LLC President
Industry Financial Services
Experience
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

Andi Bytyqi Andi Bytyqi Oklahoma City, Oklahoma Area Details
Andi Bytyqi's Waddell & Reed, Inc. Experience December 1999 - September 2002
Job Verbode
Industry Real Estate
Experience
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

Kevin R. Connolly, MBA Kevin R. Connolly, MBA Buffalo, New York Details
Kevin R. Connolly, MBA's Waddell & Reed, Inc. Experience August 2007 - October 2013
Job Chief Executive Officer at Buffalo First Wealth Management, LLC, 7606 Transit Rd Suite 100
Industry Financial Services
Experience
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

Patrick G. Bonnett Patrick G. Bonnett Omaha, Nebraska Details
Patrick G. Bonnett's Waddell & Reed, Inc. Experience July 2001 - February 2006
Job Mortgage Loan Officer; Insurance & Financial Consultant
Industry Financial Services
Experience
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

Sarah Tipping Sarah Tipping Leawood, Kansas Details
Sarah Tipping's Waddell & Reed, Inc. Experience November 2005 - December 2008
Job Client Relationship Manager at Keel Point, LLC
Industry Financial Services
Experience
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

Susan G. Davis Susan G. Davis Greater Minneapolis-St. Paul Area Details
Susan G. Davis's Waddell & Reed, Inc. Experience April 2002 - January 2008
Job Investment Operations Assistant at The Saint Paul Foundation
Industry Accounting
Experience
Minnesota Philanthropy Partners  August 2011 - Present
Wisconsin Indianhead Technical College - New Richmond Campus   February 2010 - May 2011
Focus Financial Network, Inc.   January 2008 - April 2009
Waddell & Reed, Inc.   April 2002 - January 2008
Waddell & Reed Financial Services  February 1999 - June 2006
J.T. Miller Company, Inc.   1997 - 1999

Skills
Microsoft Excel, Microsoft Word, Microsoft Publisher, Microsoft PowerPoint, Quickbooks, Customer Relations, QuickBooks, PowerPoint, Customer Service, Time Management, Marketing, Accounting, Management

Education
Wisconsin Indianhead Technical College   2009 — 2010
Associates Degree, Accounting

Gustavus Adolphus College
Bachlors of Arts, Education

Brett Millier Brett Millier Greater Boston Area Details
Brett Millier's Waddell & Reed, Inc. Experience June 2011 - September 2011
Job Associate Financial Analyst at EMC
Industry Investment Management
Experience
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

Kandi Oberlander Kandi Oberlander Kansas City, Missouri Area Details
Kandi Oberlander's Waddell & Reed, Inc. Experience April 1997 - September 1998
Job Brokerage Service Expert / Retirement Plan Specialist
Industry Financial Services
Experience
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

Chad Bergman Chad Bergman Denver, Colorado Details
Chad Bergman's Waddell & Reed, Inc. Experience February 2008 - July 2011
Job Compliance Analyst at Janus Capital Group
Industry Financial Services
Experience
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

Charles E. Forrest CLU, ChFC Charles E. Forrest CLU, ChFC Charlotte, North Carolina Area Details
Charles E. Forrest CLU, ChFC's Waddell & Reed, Inc. Experience January 2001 - December 2011
Job
Industry Financial Services
Experience
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

Shannon Mastrangelo Shannon Mastrangelo Hartford, Connecticut Area Details
Shannon Mastrangelo's Waddell & Reed, Inc. Experience September 2002 - April 2003
Job Responsible for managing and delivery of digital capabilities
Industry Financial Services
Experience
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

Val Carpenter ★ Val Carpenter ★ Rexburg, Idaho Details
Val Carpenter ★'s Waddell & Reed, Inc. Experience 1996 - 1997
Job Alumni Officer at BYUIdaho
Industry Education Management
Experience
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

Shelley Dear Shelley Dear Cincinnati Area Details
Shelley Dear's Waddell & Reed, Inc. Experience August 1985 - August 1988
Job Resident Services Associate at Anderson Healthcare, Inc.
Industry Nonprofit Organization Management
Experience
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

Gretchen Cox Gretchen Cox Kansas City, Missouri Area Details
Gretchen Cox's Waddell & Reed, Inc. Experience February 2002 - December 2009
Job AVP Ivy Sales Operations at Waddell & Reed
Industry Accounting
Experience
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

Carrie Clasen Porter Carrie Clasen Porter Tulsa, Oklahoma Area Details
Carrie Clasen Porter's Waddell & Reed, Inc. Experience 2005 - 2007
Job Vice President and Manager, Research & Due Diligence at BOK Financial
Industry Financial Services
Experience
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

Gay, Jerome Gay, Jerome Greater Chicago Area Details
Gay, Jerome's Waddell & Reed, Inc. Experience September 1996 - January 1999
Job Assistant Business Manager at City Colleges of Chicago
Industry Government Administration
Experience
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

Anthony Lucchesi Anthony Lucchesi Greater Los Angeles Area Details
Anthony Lucchesi's Waddell & Reed, Inc. Experience June 2007 - April 2008
Job Investments Representative at Fidelity Investments
Industry Financial Services
Experience
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

Sean Myers, CFP®, CMFC Sean Myers, CFP®, CMFC Kansas City, Missouri Area Details
Sean Myers, CFP®, CMFC's Waddell & Reed, Inc. Experience May 2006 - December 2011
Job Regional Vice President, Ivy Funds Distributor, Inc.
Industry Financial Services
Experience
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

Dale Long (SPHR, MBA) Dale Long (SPHR, MBA) Kansas City, Missouri Area Details
Dale Long (SPHR, MBA)'s Waddell & Reed, Inc. Experience February 2014 - Present
Job Sr. Human Resources Professional
Industry Human Resources
Experience
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

Debbie Gardiner Debbie Gardiner Reno, Nevada Area Details
Debbie Gardiner's Waddell & Reed, Inc. Experience October 2005 - May 2008
Job Cash Office/Customer Service at kohl's
Industry Retail
Experience
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

Frank Coots Frank Coots Topeka, Kansas Area Details
Frank Coots's Waddell & Reed, Inc. Experience June 2006 - January 2007
Job Planner, Kansas Division of Emergency Management
Industry Government Administration
Experience
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

Julianne Chase Patton Julianne Chase Patton Greater Seattle Area Details
Julianne Chase Patton's Waddell & Reed, Inc. Experience 2002 - 2004
Job HR/Administrative Assistant at Telecare Recovery Partnership (E&T)
Industry Public Relations and Communications
Experience
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

Ken Sturzenacker Ken Sturzenacker Allentown, Pennsylvania Area Details
Ken Sturzenacker's Waddell & Reed, Inc. Experience September 1997 - January 2009
Job at Selfemployed
Industry Financial Services
Experience
Self-employed  February 2009 - Present
Waddell & Reed, Inc.   September 1997 - January 2009
The Morning Call  1988 - 1997

Education
Northwestern University   1971 — 1972
MSJ, Journalism

Toni Vaughn Toni Vaughn Colorado Springs, Colorado Area Details
Toni Vaughn's Waddell & Reed, Inc. Experience February 2009 - July 2009
Job Senior Investment Specialist
Industry Investment Management
Experience
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

Catherine Zhong Catherine Zhong Orange County, California Area Details
Catherine Zhong's Waddell & Reed, Inc. Experience March 2009 - Present
Job Financial Advisor at Waddell & Reed
Industry Financial Services
Experience
Waddell & Reed, Inc   March 2009 - Present

Education
Clarion University of Pennsylvania
Master's, Business Administration; Finance

Nick Irvin Nick Irvin Kansas City, Missouri Area Details
Nick Irvin's Waddell & Reed, Inc. Experience March 2008 - January 2014
Job Talent Acquisition Consultant at Assurant
Industry Human Resources
Experience
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

Ellen Collins Ellen Collins Kansas City, Kansas Details
Ellen Collins's Waddell & Reed, Inc. Experience February 2006 - December 2007
Job
Industry Libraries
Experience
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

Theus Wesley Theus Wesley Atlanta, Georgia Details
Theus Wesley's Waddell & Reed, Inc. Experience December 2001 - August 2003
Job Accountant II, Grants & Contracts at Georgia Institute of Technology
Industry Government Administration
Experience
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

Jeffrey Strause Jeffrey Strause Lafayette, California Details
Jeffrey Strause's Waddell & Reed, Inc. Experience August 2009 - April 2011
Job Financial Services Professional
Industry Financial Services
Experience
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

Catherine Nessling Catherine Nessling Greater Chicago Area Details
Catherine Nessling's Waddell & Reed, Inc. Experience January 1998 - January 2004
Job Experienced Office Manager
Industry Human Resources
Experience
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

Erin Phelan Erin Phelan Phoenix, Arizona Details
Erin Phelan's Waddell & Reed, Inc. Experience February 2006 - October 2006
Job Field Office Manager at Kitchell Contractors
Industry Construction
Experience
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

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