Waddell and Reed
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 and Reed Employees
Employee
Years
Job
Industry
Matt Eberhart Matt Eberhart's Waddell and Reed Experience September 2008 - December 2009
Job Accountant at Kernutt Stokes, LLP
Industry Accounting
Experience
Kernutt Stokes LLP December 2013 - Present
University of Oregon Video Department April 2007 - January 2011
Waddell and Reed September 2008 - December 2009
Gwen O'Connell Pension Consulting February 2004 - January 2007
Skills
Customer Service, Microsoft Excel, Microsoft Office, Spreadsheets, Microsoft Word, PowerPoint, Time Management, Sales, Administrative..., Data Entry
Education
University of Oregon 2008 — 2011
Bachelor of Science, Economics
South Eugene High School, International High School 2003 — 2007
Kernutt Stokes LLP December 2013 - Present
University of Oregon Video Department April 2007 - January 2011
Waddell and Reed September 2008 - December 2009
Gwen O'Connell Pension Consulting February 2004 - January 2007
Skills
Customer Service, Microsoft Excel, Microsoft Office, Spreadsheets, Microsoft Word, PowerPoint, Time Management, Sales, Administrative..., Data Entry
Education
University of Oregon 2008 — 2011
Bachelor of Science, Economics
South Eugene High School, International High School 2003 — 2007
Alex Lavorgna Alex Lavorgna's Waddell and Reed Experience January 2009 - June 2009
Job CoFounder and CEO at Pakr
Industry
Experience
Pakr September 2014 - Present
Wells Fargo October 2012 - July 2014
Self-Employed October 2011 - November 2012
Robert Half International April 2011 - September 2011
Altrion Trading Group February 2010 - March 2011
WTS Proprietary Trading Group December 2009 - February 2010
Waddell and Reed January 2009 - June 2009
Weitz Medical Management June 2004 - December 2008
Skills
Securities, Equities, Equity Trading, Finance, Series 7, Proprietary Trading, Options, Microsoft Excel, Microsoft Office, Outlook, Fixed Income, Training, Trading, Bloomberg, HTML, CSS, JavaScript, Python, Economics, Pure Mathematics, Statistics, Algorithms, Investments, Risk Management
Education
The George Washington University 2004 — 2008
BS, Economics
UC Berkeley Extension 2012 — 2014
Post-Baccalaureate Certificate in Information Systems and Management
Pakr September 2014 - Present
Wells Fargo October 2012 - July 2014
Self-Employed October 2011 - November 2012
Robert Half International April 2011 - September 2011
Altrion Trading Group February 2010 - March 2011
WTS Proprietary Trading Group December 2009 - February 2010
Waddell and Reed January 2009 - June 2009
Weitz Medical Management June 2004 - December 2008
Skills
Securities, Equities, Equity Trading, Finance, Series 7, Proprietary Trading, Options, Microsoft Excel, Microsoft Office, Outlook, Fixed Income, Training, Trading, Bloomberg, HTML, CSS, JavaScript, Python, Economics, Pure Mathematics, Statistics, Algorithms, Investments, Risk Management
Education
The George Washington University 2004 — 2008
BS, Economics
UC Berkeley Extension 2012 — 2014
Post-Baccalaureate Certificate in Information Systems and Management
Ray Hodge Ray Hodge's Waddell and Reed Experience May 2002 - December 2003
Job Promoter at Visalus
Industry Marketing and Advertising
Experience
ViSalus Body By Vi 90 Day Challenge June 2015 - Present
Rockwell Automation 2014 - Present
Vedas Fitness January 2010 - Present
Organo Gold January 2012 - May 2015
Xyngular Corporation November 2010 - January 2012
C&K Industrial Services April 2006 - October 2008
ACN July 2002 - September 2006
C&K Industrial Services September 2004 - April 2006
Waddell and Reed May 2002 - December 2003
Ford Motor Company September 2000 - May 2002
Skills
Microsoft Office..., General CNC programming..., Public speaking and..., CAD, Video and online..., Customer Service, Able to work both in..., 40 hr Hazwoper Safety..., ISSA Certified Fitness..., CPR Certified, Health, Wellness Coaching, Supervision, Manufacturing..., Manufacturing Operations, Project Planning, Personal Training, Public Speaking, Microsoft Office, Networking, Wellness, Marketing, Management
Education
University of Dayton
B.S., Mechanical Engineering Technology
ViSalus Body By Vi 90 Day Challenge June 2015 - Present
Rockwell Automation 2014 - Present
Vedas Fitness January 2010 - Present
Organo Gold January 2012 - May 2015
Xyngular Corporation November 2010 - January 2012
C&K Industrial Services April 2006 - October 2008
ACN July 2002 - September 2006
C&K Industrial Services September 2004 - April 2006
Waddell and Reed May 2002 - December 2003
Ford Motor Company September 2000 - May 2002
Skills
Microsoft Office..., General CNC programming..., Public speaking and..., CAD, Video and online..., Customer Service, Able to work both in..., 40 hr Hazwoper Safety..., ISSA Certified Fitness..., CPR Certified, Health, Wellness Coaching, Supervision, Manufacturing..., Manufacturing Operations, Project Planning, Personal Training, Public Speaking, Microsoft Office, Networking, Wellness, Marketing, Management
Education
University of Dayton
B.S., Mechanical Engineering Technology
Greg Marlowe Greg Marlowe's Waddell and Reed Experience September 2001 - December 2004
Job Regional Director at Legg Mason
Industry Financial Services
Experience
Legg Mason January 2004 - Present
Waddell and Reed September 2001 - December 2004
Skills
Life and Insurance...
Education
Fairfield University
Bachelor of Science (B.S.), Business Administration
Legg Mason January 2004 - Present
Waddell and Reed September 2001 - December 2004
Skills
Life and Insurance...
Education
Fairfield University
Bachelor of Science (B.S.), Business Administration
Jeff McCracken Jeff McCracken's Waddell and Reed Experience March 2013 - Present
Job New Accounts Principal at Waddell and Reed
Industry Financial Services
Experience
Waddell and Reed March 2013 - Present
Ameriprise Finanacial May 2010 - December 2012
MetLife June 1973 - January 2010
Skills
Professional..., FINRA Registrations:..., Process Improvement, Business Analysis, Budgets, Business Strategy, Microsoft Office, Performance Improvement, Financial Modeling, Data Analysis, Business Planning, Business Development, Public Speaking, Contract Negotiation, Team Leadership, Fundraising, Human Resources, Cross-functional Team..., Insurance, Analysis, Negotiation, Leadership Development, Strategic Financial...
Education
Southern Illinois University, Carbondale
Bachelor of Arts (B.A.), History
Waddell and Reed March 2013 - Present
Ameriprise Finanacial May 2010 - December 2012
MetLife June 1973 - January 2010
Skills
Professional..., FINRA Registrations:..., Process Improvement, Business Analysis, Budgets, Business Strategy, Microsoft Office, Performance Improvement, Financial Modeling, Data Analysis, Business Planning, Business Development, Public Speaking, Contract Negotiation, Team Leadership, Fundraising, Human Resources, Cross-functional Team..., Insurance, Analysis, Negotiation, Leadership Development, Strategic Financial...
Education
Southern Illinois University, Carbondale
Bachelor of Arts (B.A.), History
Kara Hancock's Waddell and Reed Experience October 2002 - August 2004
Job Experienced leader seeking opportunities in project management and/or risk management
Industry Banking
Experience
Bank of America April 2013 - Present
Apollo Group August 2004 - April 2013
Waddell and Reed October 2002 - August 2004
Wells Fargo Bank September 1997 - October 2002
Skills
Team Leadership, Mentoring, Peer Mentoring, Presenter, People Skills, Public Speaking, Instructor-led Training, Result Oriented, Customer Oriented, Retention Strategies, Coaching, Academic Advising, Project Coordination, Microsoft Office, Internal Communications, Project Management, Project Planning, Problem Solving, Business Analysis, Analytics, Writing, PowerPoint, Business Development, Community Outreach, Customer Service, E-Learning, Financial Risk, Freelance Writing, Grant Writing, Higher Education, Innovation, Knowledge Management, Leadership, Social Networking, Strategic Planning, Recruiting, Training, Student Financial Aid, Adult Education, Admissions
Education
University of Phoenix 2011 — 2015
Master's degree, Marketing/Marketing Management, General
University of Phoenix 2009 — 2011
Master's, Justice Administration
Augustana College 1997 — 2002
Bachelor's, Business Administration
Harrisburg High School 1994 — 1997
High School
Bank of America April 2013 - Present
Apollo Group August 2004 - April 2013
Waddell and Reed October 2002 - August 2004
Wells Fargo Bank September 1997 - October 2002
Skills
Team Leadership, Mentoring, Peer Mentoring, Presenter, People Skills, Public Speaking, Instructor-led Training, Result Oriented, Customer Oriented, Retention Strategies, Coaching, Academic Advising, Project Coordination, Microsoft Office, Internal Communications, Project Management, Project Planning, Problem Solving, Business Analysis, Analytics, Writing, PowerPoint, Business Development, Community Outreach, Customer Service, E-Learning, Financial Risk, Freelance Writing, Grant Writing, Higher Education, Innovation, Knowledge Management, Leadership, Social Networking, Strategic Planning, Recruiting, Training, Student Financial Aid, Adult Education, Admissions
Education
University of Phoenix 2011 — 2015
Master's degree, Marketing/Marketing Management, General
University of Phoenix 2009 — 2011
Master's, Justice Administration
Augustana College 1997 — 2002
Bachelor's, Business Administration
Harrisburg High School 1994 — 1997
High School
Kellie (Kuchler) Ducker Kellie (Kuchler) Ducker's Waddell and Reed Experience August 2014 - 2015
Job Womens Health Connection Program Coordinator, Nevada Division of Public and Behavioral Health
Industry Program Development
Experience
Nevada Division of Public and Behavioral Health-Chronic Disease Prevention and Health Promotion June 2015 - Present
Waddell and Reed August 2014 - 2015
News America Marketing March 2011 - October 2012
Mountain Computers, Inc August 2007 - September 2009
K K Enterprises, Electronic Medical Insurance Billing Company July 1996 - March 2007
Washoe Medical Center September 1989 - July 1995
Skills
Human Resources, Marketing, Payroll, Accounts Receivable, Pharmacy, Community Outreach, Public Speaking, Social Media, Fundraising, Healthcare, Mental Health, Nonprofits, Qualitative Research, Customer Service, PowerPoint, Social Networking, Time Management, Hospitals, Sales, Interviews, Microsoft Office, Data Entry, Microsoft Excel
Education
University of Nevada-Reno 2012 — 2014
Bachelor’s Degree, Bachelors of Science in Community Health Science
Truckee Meadows Community College 2009 — 2012
Associates of Art Degree, Health and Wellness, General
Nevada Division of Public and Behavioral Health-Chronic Disease Prevention and Health Promotion June 2015 - Present
Waddell and Reed August 2014 - 2015
News America Marketing March 2011 - October 2012
Mountain Computers, Inc August 2007 - September 2009
K K Enterprises, Electronic Medical Insurance Billing Company July 1996 - March 2007
Washoe Medical Center September 1989 - July 1995
Skills
Human Resources, Marketing, Payroll, Accounts Receivable, Pharmacy, Community Outreach, Public Speaking, Social Media, Fundraising, Healthcare, Mental Health, Nonprofits, Qualitative Research, Customer Service, PowerPoint, Social Networking, Time Management, Hospitals, Sales, Interviews, Microsoft Office, Data Entry, Microsoft Excel
Education
University of Nevada-Reno 2012 — 2014
Bachelor’s Degree, Bachelors of Science in Community Health Science
Truckee Meadows Community College 2009 — 2012
Associates of Art Degree, Health and Wellness, General
Philip Conley Philip Conley's Waddell and Reed Experience June 2011 - May 2013
Job Security Advisor
Industry Security and Investigations
Experience
Armed Response Team February 2015 - Present
Albuquerque Job Corps November 2013 - October 2014
Waddell and Reed June 2011 - May 2013
Aflac February 2010 - May 2011
Supreme Lending December 2010 - April 2011
Protection 1 Security Solutions February 2005 - April 2009
Skills
Team Building, Customer Service, Microsoft Office, Microsoft Excel, Financial Analysis, Risk Management, Strategic Planning, Project Management, Business Analysis, Investments, Management, Microsoft Word, PowerPoint, Time Management, Sales, Insurance, Leadership, Entrepreneurship, Small Business, Marketing, Public Speaking, Social Networking, Event Planning
Education
St. Lawrence University 1988 — 1994
BA Liberal Arts, Music, Pretty good
Spencer-Van Etten High School 1984 — 1988
New York State Regents Diploma, Math/Science
Armed Response Team February 2015 - Present
Albuquerque Job Corps November 2013 - October 2014
Waddell and Reed June 2011 - May 2013
Aflac February 2010 - May 2011
Supreme Lending December 2010 - April 2011
Protection 1 Security Solutions February 2005 - April 2009
Skills
Team Building, Customer Service, Microsoft Office, Microsoft Excel, Financial Analysis, Risk Management, Strategic Planning, Project Management, Business Analysis, Investments, Management, Microsoft Word, PowerPoint, Time Management, Sales, Insurance, Leadership, Entrepreneurship, Small Business, Marketing, Public Speaking, Social Networking, Event Planning
Education
St. Lawrence University 1988 — 1994
BA Liberal Arts, Music, Pretty good
Spencer-Van Etten High School 1984 — 1988
New York State Regents Diploma, Math/Science
Jason Wilde's Waddell and Reed Experience August 2010 - November 2011
Job Salesforce Employee Success
Industry Human Resources
Experience
Salesforce December 2013 - Present
Salesforce July 2013 - December 2013
Waddell and Reed August 2010 - November 2011
Netflix October 2009 - September 2010
Bank of America February 2004 - September 2009
Skills
Human Resources, Customer Service, Management, Employee Benefits, Benefits Administration, Outlook, Performance Management, Sales, Financial Analysis, Sales Presentations, Goal Oriented, Workday, Change Management
Education
Portland State University - School of Business
Business Management and Leadership; Human Resource Management
Salesforce December 2013 - Present
Salesforce July 2013 - December 2013
Waddell and Reed August 2010 - November 2011
Netflix October 2009 - September 2010
Bank of America February 2004 - September 2009
Skills
Human Resources, Customer Service, Management, Employee Benefits, Benefits Administration, Outlook, Performance Management, Sales, Financial Analysis, Sales Presentations, Goal Oriented, Workday, Change Management
Education
Portland State University - School of Business
Business Management and Leadership; Human Resource Management
Mac Christian's Waddell and Reed Experience December 2010 - December 2012
Job Project Manager at Lionbridge
Industry Marketing and Advertising
Experience
Lionbridge December 2012 - Present
Waddell and Reed December 2010 - December 2012
CLM Marketing & Advertising December 2009 - December 2010
The Visual Media Group June 2008 - December 2010
Murie Design Group December 2007 - June 2008
Various June 2006 - December 2007
Skills
Project Management, Sales, Graphic Design, Art Direction, Customer Service, Account Management, Corporate Communications, Insurance, Investments, Retirement, Portfolio Management, Securities, Microsoft Excel, Investment Advisory, Investment Management, Life Insurance, Financial Planners, Disability Insurance, Financial Risk, Employee Benefits, Variable Annuities
Education
Boise State University 2000 — 2006
Bachelor of Fine Arts (B.F.A.), Graphic Design
Colorado State University 1999 — 2000
Lionbridge December 2012 - Present
Waddell and Reed December 2010 - December 2012
CLM Marketing & Advertising December 2009 - December 2010
The Visual Media Group June 2008 - December 2010
Murie Design Group December 2007 - June 2008
Various June 2006 - December 2007
Skills
Project Management, Sales, Graphic Design, Art Direction, Customer Service, Account Management, Corporate Communications, Insurance, Investments, Retirement, Portfolio Management, Securities, Microsoft Excel, Investment Advisory, Investment Management, Life Insurance, Financial Planners, Disability Insurance, Financial Risk, Employee Benefits, Variable Annuities
Education
Boise State University 2000 — 2006
Bachelor of Fine Arts (B.F.A.), Graphic Design
Colorado State University 1999 — 2000
Erica Fordyce Erica Fordyce's Waddell and Reed Experience February 2008 - May 2008
Job Operations Support Specialist II at ANPI
Industry Telecommunications
Experience
ANPI February 2013 - Present
Excel Telecommunications November 2011 - February 2013
Matrix Telecom November 2011 - February 2013
Lagerheads June 2009 - July 2010
Staples August 2007 - January 2010
Waddell and Reed February 2008 - May 2008
Skills
SS7, Wireless, Telecommunications, Management, Computer Network..., Networking, CRM, IP, Analysis, Call Centers, MPLS, Telephony, Managed Services
Education
California University of Pennsylvania 2003 — 2008
Bachelor of Science, Management, Finance
California University of Pennsylvania 2003 — 2008
Bachelor of Science, Business Administration; FinanceBusiness Administration, Management
ANPI February 2013 - Present
Excel Telecommunications November 2011 - February 2013
Matrix Telecom November 2011 - February 2013
Lagerheads June 2009 - July 2010
Staples August 2007 - January 2010
Waddell and Reed February 2008 - May 2008
Skills
SS7, Wireless, Telecommunications, Management, Computer Network..., Networking, CRM, IP, Analysis, Call Centers, MPLS, Telephony, Managed Services
Education
California University of Pennsylvania 2003 — 2008
Bachelor of Science, Management, Finance
California University of Pennsylvania 2003 — 2008
Bachelor of Science, Business Administration; FinanceBusiness Administration, Management
Mallory Spell Mallory Spell's Waddell and Reed Experience July 2011 - August 2011
Job HR/Finance Administrator at Credera
Industry Financial Services
Experience
Credera January 2014 - Present
Sedgwick July 2013 - January 2014
Brannon Professionals January 2013 - June 2013
Carman Financial Services April 2012 - December 2012
Waddell and Reed July 2011 - August 2011
Skills
Excel, PowerPoint, Word, Microsoft Office, Social Media, Spanish, Interviews, Finance, Insurance, Recruiting, Leadership, Customer Service, Microsoft Excel
Education
Mississippi State University - College of Business and Industry 2008 — 2011
Bachelor of Business Administration, Risk Management, Insurance and Financial Planning
Credera January 2014 - Present
Sedgwick July 2013 - January 2014
Brannon Professionals January 2013 - June 2013
Carman Financial Services April 2012 - December 2012
Waddell and Reed July 2011 - August 2011
Skills
Excel, PowerPoint, Word, Microsoft Office, Social Media, Spanish, Interviews, Finance, Insurance, Recruiting, Leadership, Customer Service, Microsoft Excel
Education
Mississippi State University - College of Business and Industry 2008 — 2011
Bachelor of Business Administration, Risk Management, Insurance and Financial Planning
Nathan Bergeland Nathan Bergeland's Waddell and Reed Experience January 1981 - December 1984
Job CEO at SuccessQuest International, LLC
Industry Computer Software
Experience
SuccessQuest International LLC January 2011 - Present
Securities America, Inc. August 2009 - Present
Partners Advantage Insurance Services, LLC 2007 - Present
USAdvisors Network Insurance Agency January 2006 - Present
USAdvisors Network, LLC January 1984 - Present
Financial Network Investment Corp. January 1991 - July 2009
Waddell and Reed January 1981 - December 1984
Skills
Referral Networking, Business Development..., Brokerage/Insurance..., Securities, Banking, Mergers, Retirement Planning, Financial Planning, Strategic Financial..., Consulting, Business Development
Education
College for Financial Planning 1987 — 1993
MS, Financial Planning
St. Olaf College 1976 — 1980
BA, Economics
SuccessQuest International LLC January 2011 - Present
Securities America, Inc. August 2009 - Present
Partners Advantage Insurance Services, LLC 2007 - Present
USAdvisors Network Insurance Agency January 2006 - Present
USAdvisors Network, LLC January 1984 - Present
Financial Network Investment Corp. January 1991 - July 2009
Waddell and Reed January 1981 - December 1984
Skills
Referral Networking, Business Development..., Brokerage/Insurance..., Securities, Banking, Mergers, Retirement Planning, Financial Planning, Strategic Financial..., Consulting, Business Development
Education
College for Financial Planning 1987 — 1993
MS, Financial Planning
St. Olaf College 1976 — 1980
BA, Economics
Stephen Hilliard Stephen Hilliard's Waddell and Reed Experience July 2009 - December 2010
Job Artistic Director specializing in Children's Theatre
Industry Financial Services
Experience
3 Snaps Productions July 2012 - Present
Casco Financial 2010 - July 2012
Waddell and Reed July 2009 - December 2010
Inhouse Assist July 2008 - April 2009
Kelly Financial Resources July 2006 - March 2008
The Bartech Group November 2002 - July 2006
MSX International October 2000 - November 2002
Change of Venue Productions September 1989 - October 2000
Skills
Costume Design, Set Design
Education
Wayne State University 1988 — 1991
BFA, Theatre Arts
Macomb Community College
3 Snaps Productions July 2012 - Present
Casco Financial 2010 - July 2012
Waddell and Reed July 2009 - December 2010
Inhouse Assist July 2008 - April 2009
Kelly Financial Resources July 2006 - March 2008
The Bartech Group November 2002 - July 2006
MSX International October 2000 - November 2002
Change of Venue Productions September 1989 - October 2000
Skills
Costume Design, Set Design
Education
Wayne State University 1988 — 1991
BFA, Theatre Arts
Macomb Community College
Lauren Zielske's Waddell and Reed Experience September 2011 - November 2011
Job Account Manager at ZHealth Consulting
Industry Internet
Experience
ZHealth Consulting October 2013 - Present
ZHealth Publishing June 2012 - October 2013
Kaneisha.com December 2011 - May 2012
Waddell and Reed September 2011 - November 2011
ZHealth Consulting June 2011 - August 2011
Pomona College January 2011 - May 2011
ZHealth Consulting June 2010 - August 2010
ZHealth Publishing June 2009 - July 2009
Skills
French, Mandarin, Stata, Microsoft Office, Adobe Creative Suite, German, Blogging, Editing
Education
Pomona College 2008 — 2012
BA, Economics, Mandarin
East China Normal University 2010 — 2010
Advanced Chinese Studies
ZHealth Consulting October 2013 - Present
ZHealth Publishing June 2012 - October 2013
Kaneisha.com December 2011 - May 2012
Waddell and Reed September 2011 - November 2011
ZHealth Consulting June 2011 - August 2011
Pomona College January 2011 - May 2011
ZHealth Consulting June 2010 - August 2010
ZHealth Publishing June 2009 - July 2009
Skills
French, Mandarin, Stata, Microsoft Office, Adobe Creative Suite, German, Blogging, Editing
Education
Pomona College 2008 — 2012
BA, Economics, Mandarin
East China Normal University 2010 — 2010
Advanced Chinese Studies
Erin Hilt Erin Hilt's Waddell and Reed Experience January 2004 - Present
Job Finance, sales reporting at Waddell and Reed
Industry Financial Services
Experience
Waddell and Reed January 2004 - Present
Waddell & Reed January 2004 - Present
Skills
Mutual Funds, Investments, Wealth Management, Strategic Financial..., Microsoft Excel, Strategic Planning, Microsoft Word
Education
Johnson County Community College 1996 — 2000
Associates in Liberal Arts
Waddell and Reed January 2004 - Present
Waddell & Reed January 2004 - Present
Skills
Mutual Funds, Investments, Wealth Management, Strategic Financial..., Microsoft Excel, Strategic Planning, Microsoft Word
Education
Johnson County Community College 1996 — 2000
Associates in Liberal Arts
Pam McDaniel Pam McDaniel's Waddell and Reed Experience 1999 - 2000
Job Field Sales
Industry Retail
Experience
Dyson September 2014 - Present
The Center of Surgical Specialists, P.C. March 2013 - April 2013
Target Stores August 2009 - December 2010
Safeway Stores 2009 - 2009
Jefferson County School District 2006 - June 2008
Mount Diablo Unified Schools 2004 - June 2006
State of New Mexico - Human Services Department 2002 - 2002
Waddell and Reed 1999 - 2000
Consumer Credit Counseling Service of Fort Worth, TX 1996 - 1999
Consolidated Health Systems 1989 - June 1993
Skills
Training, Customer Service, Sales, Microsoft Word, Data Entry, PowerPoint, Microsoft Excel, Insurance, Finance, Teamwork, HIPAA, Medical Terminology, Healthcare, Outlook, Time Management
Education
Red Rocks Community College 2011 — 2013
Medical Billing and Coding Certificate, Fundamentals of Medical Office Technology Certificate, Medical Billing and Coding, 4.0
Colorado State University
Bachelor of Science, Consumer Sciences
Dyson September 2014 - Present
The Center of Surgical Specialists, P.C. March 2013 - April 2013
Target Stores August 2009 - December 2010
Safeway Stores 2009 - 2009
Jefferson County School District 2006 - June 2008
Mount Diablo Unified Schools 2004 - June 2006
State of New Mexico - Human Services Department 2002 - 2002
Waddell and Reed 1999 - 2000
Consumer Credit Counseling Service of Fort Worth, TX 1996 - 1999
Consolidated Health Systems 1989 - June 1993
Skills
Training, Customer Service, Sales, Microsoft Word, Data Entry, PowerPoint, Microsoft Excel, Insurance, Finance, Teamwork, HIPAA, Medical Terminology, Healthcare, Outlook, Time Management
Education
Red Rocks Community College 2011 — 2013
Medical Billing and Coding Certificate, Fundamentals of Medical Office Technology Certificate, Medical Billing and Coding, 4.0
Colorado State University
Bachelor of Science, Consumer Sciences
Dalton Brewster's Waddell and Reed Experience June 2014 - August 2014
Job Account Executive
Industry Financial Services
Experience
Homes.com August 2015 - Present
Mission Bay Aquatic Center June 2014 - Present
UBS January 2015 - May 2015
University of San Diego August 2011 - May 2015
Waddell and Reed June 2014 - August 2014
Universidad Pontificia Comillas ICAI-ICADE August 2013 - December 2013
Big Arm Swimmers June 2013 - August 2013
South Wind Kayak June 2012 - August 2012
Skills
Event Planning, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Public Speaking, Customer Service, Teamwork, Facebook, Leadership, Event Management, Time Management, English, Fundraising
Education
University of San Diego 2011 — 2015
Bachelor of Business Administration (BBA), Finance, Senior
Corona Del Mar HS 2007 — 2011
Homes.com August 2015 - Present
Mission Bay Aquatic Center June 2014 - Present
UBS January 2015 - May 2015
University of San Diego August 2011 - May 2015
Waddell and Reed June 2014 - August 2014
Universidad Pontificia Comillas ICAI-ICADE August 2013 - December 2013
Big Arm Swimmers June 2013 - August 2013
South Wind Kayak June 2012 - August 2012
Skills
Event Planning, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Public Speaking, Customer Service, Teamwork, Facebook, Leadership, Event Management, Time Management, English, Fundraising
Education
University of San Diego 2011 — 2015
Bachelor of Business Administration (BBA), Finance, Senior
Corona Del Mar HS 2007 — 2011
Erin Scardina, CTP Erin Scardina, CTP's Waddell and Reed Experience May 2006 - August 2006
Job Cash Manager at Rotary International
Industry Banking
Experience
Rotary International August 2010 - Present
Bank of America Merrill Lynch March 2007 - October 2010
Northern Illinois University January 2007 - March 2007
National City Bank June 2005 - January 2007
Waddell and Reed May 2006 - August 2006
Skills
Cash Management, Treasury Management, Banking, Commercial Banking, Financial Analysis, Finance, Investments, Cash Flow, Investment Management, Microsoft Excel, Forecasting, Analysis, Management, Treasury, CRM, Portfolio Management
Education
Northern Illinois University 2005 — 2007
Bachelor of Science, Finance
Joliet Junior College 2003 — 2005
Associates, Arts
Rotary International August 2010 - Present
Bank of America Merrill Lynch March 2007 - October 2010
Northern Illinois University January 2007 - March 2007
National City Bank June 2005 - January 2007
Waddell and Reed May 2006 - August 2006
Skills
Cash Management, Treasury Management, Banking, Commercial Banking, Financial Analysis, Finance, Investments, Cash Flow, Investment Management, Microsoft Excel, Forecasting, Analysis, Management, Treasury, CRM, Portfolio Management
Education
Northern Illinois University 2005 — 2007
Bachelor of Science, Finance
Joliet Junior College 2003 — 2005
Associates, Arts
Dana Dell's Waddell and Reed Experience November 2013 - Present
Job Brokerage Services Transfer Associate at Waddell and Reed
Industry Consumer Services
Experience
Waddell and Reed November 2013 - Present
Waddell & Reed April 2013 - Present
Humana September 2010 - June 2012
Pathfinder Travel April 2008 - April 2009
Hooper Holmes/ Infolink September 2006 - January 2008
Action Travel, Inc April 2005 - July 2006
Royal Caribbean September 2004 - March 2005
Upstream, LLC December 2003 - August 2004
Skills
Customer Service, Microsoft Word, Call Centers, Training, Data Entry, Microsoft Excel, Vacation, Cruises, Call Center, Leisure, Hotels, Team Building, Teamwork, Sales, Invoicing, Account Management, Outlook, Insurance, Sales Management
Education
University of Phoenix 2010 — 2013
Associate of Arts (AA), Business Administration, GPA 3.37
Trade School
Waddell and Reed November 2013 - Present
Waddell & Reed April 2013 - Present
Humana September 2010 - June 2012
Pathfinder Travel April 2008 - April 2009
Hooper Holmes/ Infolink September 2006 - January 2008
Action Travel, Inc April 2005 - July 2006
Royal Caribbean September 2004 - March 2005
Upstream, LLC December 2003 - August 2004
Skills
Customer Service, Microsoft Word, Call Centers, Training, Data Entry, Microsoft Excel, Vacation, Cruises, Call Center, Leisure, Hotels, Team Building, Teamwork, Sales, Invoicing, Account Management, Outlook, Insurance, Sales Management
Education
University of Phoenix 2010 — 2013
Associate of Arts (AA), Business Administration, GPA 3.37
Trade School
Arnaldo Bonfini Arnaldo Bonfini's Waddell and Reed Experience November 2004 - June 2005
Job Financial Analyst at Penn National Gaming
Industry Financial Services
Experience
Penn National Gaming August 2013 - January 2014
Penn National Gaming June 2013 - August 2013
Penn National Gaming September 2012 - June 2013
Abercrombie & Fitch February 2008 - November 2010
BMW Financial Services November 2005 - January 2008
Waddell and Reed November 2004 - June 2005
Education
The Ohio State University - The Max M. Fisher College of Business 1999 — 2004
Bachelors of Science in Business Administration, Finance and Risk Management/Insurance, 3.3
Penn National Gaming August 2013 - January 2014
Penn National Gaming June 2013 - August 2013
Penn National Gaming September 2012 - June 2013
Abercrombie & Fitch February 2008 - November 2010
BMW Financial Services November 2005 - January 2008
Waddell and Reed November 2004 - June 2005
Education
The Ohio State University - The Max M. Fisher College of Business 1999 — 2004
Bachelors of Science in Business Administration, Finance and Risk Management/Insurance, 3.3
Greg Hutchins's Waddell and Reed Experience May 2009 - August 2009
Job Senior Business Analyst at AFS
Industry Information Technology and Services
Experience
Automated Financial Systems, Inc. (AFS) July 2013 - Present
JPMorgan Chase Bank June 2012 - June 2013
JPMorgan Chase September 2011 - June 2012
Pennsylvania Higher Education Assistance Agency August 2010 - September 2011
Waddell and Reed May 2009 - August 2009
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Auditing, Loans, Finance, Financial Analysis, Budgets, Fixed Income, Equities, Accounting, Insurance, Strategic Planning, Financial Risk, Management, Investment Banking, Economics, Internal Controls, Internal Audit, Business Analysis, Analysis, Banking, Loan Origination
Education
Penn State University 2006 — 2010
BS, Economics
Penn State University 2006 — 2010
Bachelor's degree, Economics
Automated Financial Systems, Inc. (AFS) July 2013 - Present
JPMorgan Chase Bank June 2012 - June 2013
JPMorgan Chase September 2011 - June 2012
Pennsylvania Higher Education Assistance Agency August 2010 - September 2011
Waddell and Reed May 2009 - August 2009
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Auditing, Loans, Finance, Financial Analysis, Budgets, Fixed Income, Equities, Accounting, Insurance, Strategic Planning, Financial Risk, Management, Investment Banking, Economics, Internal Controls, Internal Audit, Business Analysis, Analysis, Banking, Loan Origination
Education
Penn State University 2006 — 2010
BS, Economics
Penn State University 2006 — 2010
Bachelor's degree, Economics
Michael Doutrich Michael Doutrich's Waddell and Reed Experience January 2003 - February 2004
Job Assistant Vice President, Senior Branch Manager at M&T Bank
Industry Banking
Experience
M&T Bank December 2009 - Present
M&T Bank July 2008 - December 2009
Sovereign Bank September 2007 - June 2008
Sovereign Bank December 2005 - September 2007
Sovereign Bank February 2004 - December 2005
Waddell and Reed January 2003 - February 2004
Skills
Sales Management, New Business Development, Training & Development, Loans, Consumer Lending, Sales, Small Business Lending, Commercial Lending, Commercial Banking, Banking, Series 7, Credit Analysis, Risk Management, Investments, Computer Proficiency, Finance, Retail Banking, Financial Services, Insurance, Business Development
Education
Penn State University 1998 — 2002
Bachelor of Science, Economics
Cocalico 1994 — 1998
M&T Bank December 2009 - Present
M&T Bank July 2008 - December 2009
Sovereign Bank September 2007 - June 2008
Sovereign Bank December 2005 - September 2007
Sovereign Bank February 2004 - December 2005
Waddell and Reed January 2003 - February 2004
Skills
Sales Management, New Business Development, Training & Development, Loans, Consumer Lending, Sales, Small Business Lending, Commercial Lending, Commercial Banking, Banking, Series 7, Credit Analysis, Risk Management, Investments, Computer Proficiency, Finance, Retail Banking, Financial Services, Insurance, Business Development
Education
Penn State University 1998 — 2002
Bachelor of Science, Economics
Cocalico 1994 — 1998
Wayne Marsee Wayne Marsee's Waddell and Reed Experience March 2009 - February 2011
Job Director of Sales & Marketing at Access to Healthcare Network
Industry Nonprofit Organization Management
Experience
Access to Healthcare Network August 2011 - Present
United Way of Northern Nevada and the Sierra September 2010 - September 2011
Waddell and Reed March 2009 - February 2011
A.G. Edwards & Sons, Inc./Wells Fargo Advisors March 1997 - March 2009
Skills
Strategic Planning, Public Speaking, Non-profits, Financial Planning, Account Management, Team Building, Marketing Materials, Public Relations, Promotions, Budgeting, Community Relations
Education
Cal Poly San Luis Obispo
M.B.A., Business Administration
University of Southern California
B.S., Business Administration
Access to Healthcare Network August 2011 - Present
United Way of Northern Nevada and the Sierra September 2010 - September 2011
Waddell and Reed March 2009 - February 2011
A.G. Edwards & Sons, Inc./Wells Fargo Advisors March 1997 - March 2009
Skills
Strategic Planning, Public Speaking, Non-profits, Financial Planning, Account Management, Team Building, Marketing Materials, Public Relations, Promotions, Budgeting, Community Relations
Education
Cal Poly San Luis Obispo
M.B.A., Business Administration
University of Southern California
B.S., Business Administration
Steven Renie's Waddell and Reed Experience October 2010 - January 2015
Job Staff Manager, MBA, NSSA
Industry Financial Services
Experience
Western & Southern Financial Group January 2015 - Present
Waddell and Reed October 2010 - January 2015
Carter Lumber Co March 2006 - January 2009
Henry Poor Lumber November 2002 - December 2005
Henry Poor West November 2002 - January 2004
Union Acceptance Corporation April 2000 - September 2002
Union Acceptance Corp. September 1999 - April 2000
Henry Poor Lumber Company October 1997 - September 1999
Education
Indiana University Kokomo 1999 — 2003
MBA, Business Administration
Purdue University 1990 — 1995
BA, Education (U.S. History, Govt, Sociology)
Kokomo High school
Western & Southern Financial Group January 2015 - Present
Waddell and Reed October 2010 - January 2015
Carter Lumber Co March 2006 - January 2009
Henry Poor Lumber November 2002 - December 2005
Henry Poor West November 2002 - January 2004
Union Acceptance Corporation April 2000 - September 2002
Union Acceptance Corp. September 1999 - April 2000
Henry Poor Lumber Company October 1997 - September 1999
Education
Indiana University Kokomo 1999 — 2003
MBA, Business Administration
Purdue University 1990 — 1995
BA, Education (U.S. History, Govt, Sociology)
Kokomo High school
David Gumm David Gumm's Waddell and Reed Experience January 2008 - August 2009
Job CEO/PRESIDENT at GUMM INTERNATIONAL L.L.C.
Industry International Trade and Development
Experience
Gumm International L.L.C March 2010 - Present
Gumm Family Trust 1995 - Present
Gumm International Farms June 1973 - Present
Waddell and Reed January 2008 - August 2009
Waddell and Reed January 2008 - August 2009
Westfield Industries March 2005 - November 2006
Skills
Series 7, Retirement Planning, Investments, Strategic Financial..., Portfolio Management, Fixed Annuities, Insurance, Asset Managment, Financial Analysis, Mutual Funds, Series 63, Estate Planning, Financial Advisory, Financial Planners
Education
Iowa State University 1973 — 1975
Ag Studies, Agriculture
Iowa State University - College of Business 1973 — 1975
Agriculture, Farm Operations
Gumm International L.L.C March 2010 - Present
Gumm Family Trust 1995 - Present
Gumm International Farms June 1973 - Present
Waddell and Reed January 2008 - August 2009
Waddell and Reed January 2008 - August 2009
Westfield Industries March 2005 - November 2006
Skills
Series 7, Retirement Planning, Investments, Strategic Financial..., Portfolio Management, Fixed Annuities, Insurance, Asset Managment, Financial Analysis, Mutual Funds, Series 63, Estate Planning, Financial Advisory, Financial Planners
Education
Iowa State University 1973 — 1975
Ag Studies, Agriculture
Iowa State University - College of Business 1973 — 1975
Agriculture, Farm Operations
Frank Wilson, MBA Frank Wilson, MBA's Waddell and Reed Experience June 2006 - April 2007
Job Research Analyst at Washington State Department of Revenue
Industry Research
Experience
U.S. Army Reserve February 2015 - Present
Washington State Department of Revenue October 2013 - Present
U.S. Army Reserve March 2014 - February 2015
U.S. Army Reserve June 2006 - March 2014
Hertz Local Edition June 2007 - January 2012
U.S. Army November 2007 - April 2008
Waddell and Reed June 2006 - April 2007
U.S. Army Reserve July 2001 - June 2006
DeVry University June 2004 - February 2006
Skills
Management, Operations Management, Program Management, Inventory Management, Financial Analysis, Human Resources, Critical Thinking, Logistics, Microsoft Excel, Team Leadership, Budgets, Recruiting, Software Documentation, Analysis, Public Speaking, Military Logistics, Active Learning, Problem Solving, Reading Comprehension, Personal Finance, Business Statistics, Policy, Proposal Writing, Complaint Management, HTML, XHTML, Relational Databases, PHP, International Finance, Sales Presentations, Change Management, Multi Tasking, Website Development, Business Process..., SAS, Vlookup, Access, Tax Research
Education
Keller Graduate School of Management of DeVry University 2011 — 2012
Master of Business Administration (M.B.A.), Finance, General, 3.93
DeVry University-Washington 2003 — 2006
Bachelor of Science Business Administration(B.S.B.A.), Business Information Systems, 3.43
River Ridge High School
U.S. Army Reserve February 2015 - Present
Washington State Department of Revenue October 2013 - Present
U.S. Army Reserve March 2014 - February 2015
U.S. Army Reserve June 2006 - March 2014
Hertz Local Edition June 2007 - January 2012
U.S. Army November 2007 - April 2008
Waddell and Reed June 2006 - April 2007
U.S. Army Reserve July 2001 - June 2006
DeVry University June 2004 - February 2006
Skills
Management, Operations Management, Program Management, Inventory Management, Financial Analysis, Human Resources, Critical Thinking, Logistics, Microsoft Excel, Team Leadership, Budgets, Recruiting, Software Documentation, Analysis, Public Speaking, Military Logistics, Active Learning, Problem Solving, Reading Comprehension, Personal Finance, Business Statistics, Policy, Proposal Writing, Complaint Management, HTML, XHTML, Relational Databases, PHP, International Finance, Sales Presentations, Change Management, Multi Tasking, Website Development, Business Process..., SAS, Vlookup, Access, Tax Research
Education
Keller Graduate School of Management of DeVry University 2011 — 2012
Master of Business Administration (M.B.A.), Finance, General, 3.93
DeVry University-Washington 2003 — 2006
Bachelor of Science Business Administration(B.S.B.A.), Business Information Systems, 3.43
River Ridge High School
Mark Lavallee, CFP's Waddell and Reed Experience January 1985 - January 1986
Job Vice President, Financial Planner at Financial Independence, LLC
Industry Financial Services
Experience
Financial Independence, LLC September 2009 - Present
MFS Investment Management January 1986 - November 2008
Bank Trust Group January 1999 - January 2002
MFS Investment Management January 1998 - January 1999
MFS Investment Management January 1994 - January 1998
MFS Investment Management January 1989 - January 1994
MFS Investment Management January 1987 - January 1989
MFS Investment Management January 1986 - January 1987
Waddell and Reed January 1985 - January 1986
Skills
Financial services..., financial planning,..., profile accounts from a..., Investments, Wealth Management, Leadership, Business Development, Due Diligence, Investment Advisory, 401k, Training, Finance, Sales, Management, Estate Planning, Public Speaking, Mutual Funds, Asset Allocation
Education
Boston College 1990 — 1993
Masters of Business Administration, Finance
Clark University 1981 — 1985
Bachelors of Arts, History/Education
Financial Independence, LLC September 2009 - Present
MFS Investment Management January 1986 - November 2008
Bank Trust Group January 1999 - January 2002
MFS Investment Management January 1998 - January 1999
MFS Investment Management January 1994 - January 1998
MFS Investment Management January 1989 - January 1994
MFS Investment Management January 1987 - January 1989
MFS Investment Management January 1986 - January 1987
Waddell and Reed January 1985 - January 1986
Skills
Financial services..., financial planning,..., profile accounts from a..., Investments, Wealth Management, Leadership, Business Development, Due Diligence, Investment Advisory, 401k, Training, Finance, Sales, Management, Estate Planning, Public Speaking, Mutual Funds, Asset Allocation
Education
Boston College 1990 — 1993
Masters of Business Administration, Finance
Clark University 1981 — 1985
Bachelors of Arts, History/Education
Amy L. Huneycutt, AIAM, AAI Amy L. Huneycutt, AIAM, AAI's Waddell and Reed Experience 2001 - 2003
Job Marketing Manager
Industry Insurance
Experience
Universal Property and Casualty Insurance Company May 2015 - Present
The Beacon Group Inc January 2003 - April 2015
waddell and reed 2001 - 2003
Walt Disney World June 1994 - December 2001
Skills
Insurance, Accounting, Underwriting, Life Insurance, Sales Management, Strategic Planning, Budgets, Customer Service, Property & Casualty..., General Insurance
Education
University of Central Florida - College of Business Administration 1998 — 2000
Finance
St Cloud 1992 — 1996
Universal Property and Casualty Insurance Company May 2015 - Present
The Beacon Group Inc January 2003 - April 2015
waddell and reed 2001 - 2003
Walt Disney World June 1994 - December 2001
Skills
Insurance, Accounting, Underwriting, Life Insurance, Sales Management, Strategic Planning, Budgets, Customer Service, Property & Casualty..., General Insurance
Education
University of Central Florida - College of Business Administration 1998 — 2000
Finance
St Cloud 1992 — 1996
Jeremy Saucier Jeremy Saucier's Waddell and Reed Experience 2013 - 2013
Job Location Based Social Intelligence at SnapTrends
Industry Computer Software
Experience
SnapTrends June 2014 - Present
Rogue Running August 2012 - Present
Waddell and Reed 2013 - 2013
Texas A&M 2008 - 2011
Skills
Homeland Security, Emergency Management, National Security, Weapons of Mass..., Military, Intelligence Analysis, Counterterrorism, Military Operations, DoD, Disaster Response, Military Experience, Program Management, Corporate Finance, Customer Satisfaction, Sales, Customer Retention, Financial Services, Operational Planning, Strategic Financial..., Leadership, Public Speaking, Management, Social Media, Customer Service, Microsoft Office, Training
Education
Texas A&M University 2009 — 2011
Certificate, Homeland Security, 3.6
Texas A&M University 2007 — 2009
Bachelor's degree, Agricultural Leadership, 3.4
SnapTrends June 2014 - Present
Rogue Running August 2012 - Present
Waddell and Reed 2013 - 2013
Texas A&M 2008 - 2011
Skills
Homeland Security, Emergency Management, National Security, Weapons of Mass..., Military, Intelligence Analysis, Counterterrorism, Military Operations, DoD, Disaster Response, Military Experience, Program Management, Corporate Finance, Customer Satisfaction, Sales, Customer Retention, Financial Services, Operational Planning, Strategic Financial..., Leadership, Public Speaking, Management, Social Media, Customer Service, Microsoft Office, Training
Education
Texas A&M University 2009 — 2011
Certificate, Homeland Security, 3.6
Texas A&M University 2007 — 2009
Bachelor's degree, Agricultural Leadership, 3.4
ROBERT WORRELL III's Waddell and Reed Experience December 1994 - July 1998
Job Financial Advisor
Industry Financial Services
Experience
INNOVATIVE FINANCIAL STRATEGIES September 1998 - Present
Waddell and Reed December 1994 - July 1998
Education
Quinnipiac University - School of Business 1990 — 1995
Finance and Economics
Amity HS
INNOVATIVE FINANCIAL STRATEGIES September 1998 - Present
Waddell and Reed December 1994 - July 1998
Education
Quinnipiac University - School of Business 1990 — 1995
Finance and Economics
Amity HS
Ben Buettner Ben Buettner's Waddell and Reed Experience August 2012 - December 2012
Job Financial Services Professional
Industry Financial Services
Experience
Waddell and Reed August 2012 - December 2012
JPMorgan Chase May 2006 - September 2009
Tostitos Fiesta Bowl November 2004 - January 2007
Alansis January 2006 - May 2006
Franklin Investments May 2005 - December 2005
Mesa Community College January 2005 - May 2005
Legend Newspaper January 2004 - January 2005
Breckenridge entertainment supporters May 1999 - June 1999
Skills
Event Planning, Sales, Social Media, Public Relations, Customer Service, Public Speaking, Microsoft Office, Microsoft Excel, Social Media Marketing, Marketing, Management, Writing, Team Leadership, Series 7, Finance, Press Releases, Training, Editing, Leadership, Small Business, Social Networking
Education
Arizona State University 2009 — 2012
Interdisciplinary Studies, Business and Communications
Mesa Community College
Journalism
Waddell and Reed August 2012 - December 2012
JPMorgan Chase May 2006 - September 2009
Tostitos Fiesta Bowl November 2004 - January 2007
Alansis January 2006 - May 2006
Franklin Investments May 2005 - December 2005
Mesa Community College January 2005 - May 2005
Legend Newspaper January 2004 - January 2005
Breckenridge entertainment supporters May 1999 - June 1999
Skills
Event Planning, Sales, Social Media, Public Relations, Customer Service, Public Speaking, Microsoft Office, Microsoft Excel, Social Media Marketing, Marketing, Management, Writing, Team Leadership, Series 7, Finance, Press Releases, Training, Editing, Leadership, Small Business, Social Networking
Education
Arizona State University 2009 — 2012
Interdisciplinary Studies, Business and Communications
Mesa Community College
Journalism
Christopher Petrik Christopher Petrik's Waddell and Reed Experience July 2011 - June 2012
Job Asset Manager
Industry Financial Services
Experience
Waddell and Reed July 2011 - June 2012
Merrill Lynch January 2011 - May 2011
ACCUFORM I-9 May 2009 - September 2009
Skills
Financial Analysis, Financial Modeling, Valuation, Business Planning, Mutual Funds, Wealth Management, Sales, Portfolio Management, Investments, Series 7, Series 66, Life, Accident, Health..., Credit, Strategic Financial...
Education
San Diego State University-California State University 2007 — 2011
Waddell and Reed July 2011 - June 2012
Merrill Lynch January 2011 - May 2011
ACCUFORM I-9 May 2009 - September 2009
Skills
Financial Analysis, Financial Modeling, Valuation, Business Planning, Mutual Funds, Wealth Management, Sales, Portfolio Management, Investments, Series 7, Series 66, Life, Accident, Health..., Credit, Strategic Financial...
Education
San Diego State University-California State University 2007 — 2011
Howard Kibrick Howard Kibrick's Waddell and Reed Experience October 1996 - April 1998
Job Financial Advisor and Registered Principal at Halliday Financial Group
Industry Financial Services
Experience
Halliday Financial Group June 2007 - Present
Hudson River Bank and Trust/ First Niagara Bank July 2002 - June 2007
Troy Savings Bank June 2001 - June 2002
Cohoes Savings Bank/ Hudson River Bank and Trust April 1998 - June 2001
Waddell and Reed October 1996 - April 1998
Skills
Retirement Planning, Strategic Financial..., Mutual Funds, Portfolio Management, Investments, Estate Planning, Series 7, 401k, Series 63, Retirement, Asset Management, Fixed Annuities, Insurance, Asset Allocation, Investment Advisory, Financial Analysis, Wealth Management, IRAs, Financial Modeling, Risk Management, Securities
Education
Rutgers University-New Brunswick 1987 — 1989
Master's Degree
Cornell University 1983 — 1987
Bachelor's of Science
Halliday Financial Group June 2007 - Present
Hudson River Bank and Trust/ First Niagara Bank July 2002 - June 2007
Troy Savings Bank June 2001 - June 2002
Cohoes Savings Bank/ Hudson River Bank and Trust April 1998 - June 2001
Waddell and Reed October 1996 - April 1998
Skills
Retirement Planning, Strategic Financial..., Mutual Funds, Portfolio Management, Investments, Estate Planning, Series 7, 401k, Series 63, Retirement, Asset Management, Fixed Annuities, Insurance, Asset Allocation, Investment Advisory, Financial Analysis, Wealth Management, IRAs, Financial Modeling, Risk Management, Securities
Education
Rutgers University-New Brunswick 1987 — 1989
Master's Degree
Cornell University 1983 — 1987
Bachelor's of Science
Amaya Webster's Waddell and Reed Experience 2008 - 2009
Job Project Coordinator at Benetech
Industry Nonprofit Organization Management
Experience
Benetech November 2014 - Present
Benetech October 2012 - Present
Carnegie Foundation July 2011 - September 2012
Robert Half International 2011 - 2012
Sojourn to the Past March 2010 - July 2011
ebrary 2011 - 2011
San Mateo Community College School District February 2010 - September 2010
Charles Flanders Business Consultant September 2009 - March 2010
Waddell and Reed 2008 - 2009
Nordstrom Department Store November 2007 - December 2008
Skills
Financial Statements, File Management, Event Management, Data Entry, Accounts Payable, QuickBooks, Customer Service, Microsoft Office, Event Planning, Administrative..., Payroll, Nonprofits, Management
Education
Macalester College 2000 — 2004
B.A; classes, Cultural Anthropology; Economics; Accounting
EBEU in Fortaleza
Benetech November 2014 - Present
Benetech October 2012 - Present
Carnegie Foundation July 2011 - September 2012
Robert Half International 2011 - 2012
Sojourn to the Past March 2010 - July 2011
ebrary 2011 - 2011
San Mateo Community College School District February 2010 - September 2010
Charles Flanders Business Consultant September 2009 - March 2010
Waddell and Reed 2008 - 2009
Nordstrom Department Store November 2007 - December 2008
Skills
Financial Statements, File Management, Event Management, Data Entry, Accounts Payable, QuickBooks, Customer Service, Microsoft Office, Event Planning, Administrative..., Payroll, Nonprofits, Management
Education
Macalester College 2000 — 2004
B.A; classes, Cultural Anthropology; Economics; Accounting
EBEU in Fortaleza
Tana Grange Tana Grange's Waddell and Reed Experience October 2002 - April 2003
Job Assistant Director of HRLucky Eagle Casino
Industry Gambling & Casinos
Experience
Lucky Eagle Casino February 2008 - February 2011
Wilcox Family Farms Inc July 2006 - September 2008
Lanphere Enterprises July 2004 - July 2006
Keybank NA April 2003 - July 2004
Waddell and Reed October 2002 - April 2003
Skills
Strategic Planning, Employee Benefits, Employee Relations, Talent Management, HR Policies, FMLA, Human Resources, Payroll, Leadership, Talent Acquisition, Recruiting, Policy, New Hire Orientations
Education
Chapman University
Masters, Human Resources and Organizational Development
Pacific Lutheran University
Bachelor, Business Administration
Lucky Eagle Casino February 2008 - February 2011
Wilcox Family Farms Inc July 2006 - September 2008
Lanphere Enterprises July 2004 - July 2006
Keybank NA April 2003 - July 2004
Waddell and Reed October 2002 - April 2003
Skills
Strategic Planning, Employee Benefits, Employee Relations, Talent Management, HR Policies, FMLA, Human Resources, Payroll, Leadership, Talent Acquisition, Recruiting, Policy, New Hire Orientations
Education
Chapman University
Masters, Human Resources and Organizational Development
Pacific Lutheran University
Bachelor, Business Administration
Chase Ziebol Chase Ziebol's Waddell and Reed Experience May 2013 - August 2013
Job WBR Analyst at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors July 2015 - Present
Alexander Forrest Investments LLC June 2014 - January 2015
Waddell and Reed May 2013 - August 2013
Emerging Technology and Capital January 2011 - August 2011
Skills
Microsoft Excel, Customer Service, PowerPoint, Leadership, Microsoft Word, Public Speaking, Time Management, Social Media, Team Leadership, Teamwork, Marketing
Education
University of Missouri-Columbia 2011 — 2014
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
St. John Vianney High School 2006 — 2010
Wells Fargo Advisors July 2015 - Present
Alexander Forrest Investments LLC June 2014 - January 2015
Waddell and Reed May 2013 - August 2013
Emerging Technology and Capital January 2011 - August 2011
Skills
Microsoft Excel, Customer Service, PowerPoint, Leadership, Microsoft Word, Public Speaking, Time Management, Social Media, Team Leadership, Teamwork, Marketing
Education
University of Missouri-Columbia 2011 — 2014
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
St. John Vianney High School 2006 — 2010
Michelle Maess's Waddell and Reed Experience March 2012 - March 2013
Job Document Clerk at Erie Community College
Industry Higher Education
Experience
Erie Community College January 2014 - Present
The VMC Group July 2013 - August 2013
lia sophia November 2008 - April 2013
Waddell and Reed March 2012 - March 2013
Citi September 2010 - October 2010
Independent Health 2009 - 2009
Independent Health 2008 - 2009
Skills
Outlook, Customer Service, Word, Microsoft Office, Jewelry, Excel, Teamwork, Public Speaking, Data Entry, Customer Relations, Leadership, Microsoft Excel, Social Networking, Social Media, Microsoft Word, Retail, Marketing, Facebook, Project Management, Time Management, Access, Coaching, Team Building, Sales, Strategic Planning, Recruiting, Data Analysis
Education
State University of New York College at Buffalo 1995 — 1998
BS, Business Studies
Bryant and Stratton College 1992 — 1994
AOS, Microcomputer Systems Management
Canisius College 1991 — 1992
Marketing & Communications
Utica College 1989 — 1991
Accounting (CPA)
Erie Community College January 2014 - Present
The VMC Group July 2013 - August 2013
lia sophia November 2008 - April 2013
Waddell and Reed March 2012 - March 2013
Citi September 2010 - October 2010
Independent Health 2009 - 2009
Independent Health 2008 - 2009
Skills
Outlook, Customer Service, Word, Microsoft Office, Jewelry, Excel, Teamwork, Public Speaking, Data Entry, Customer Relations, Leadership, Microsoft Excel, Social Networking, Social Media, Microsoft Word, Retail, Marketing, Facebook, Project Management, Time Management, Access, Coaching, Team Building, Sales, Strategic Planning, Recruiting, Data Analysis
Education
State University of New York College at Buffalo 1995 — 1998
BS, Business Studies
Bryant and Stratton College 1992 — 1994
AOS, Microcomputer Systems Management
Canisius College 1991 — 1992
Marketing & Communications
Utica College 1989 — 1991
Accounting (CPA)
Daniel Schaffert Daniel Schaffert's Waddell and Reed Experience October 2010 - October 2011
Job Internal Regional Business Consultant
Industry Financial Services
Experience
Curian Capital February 2013 - Present
Scottrade December 2011 - January 2013
Waddell and Reed October 2010 - October 2011
Morgan Stanley Smith Barney May 2008 - August 2008
Skills
Investments, Microsoft Excel, Training, Strategic Financial..., Finance, Leadership, Insurance, Retirement Planning, Series 7, Cold Calling, Financial Analysis, Series 63, Securities, Mutual Funds, Retirement
Education
University of Colorado at Boulder - Leeds School of Business 2006 — 2009
Marketing, Management
Curian Capital February 2013 - Present
Scottrade December 2011 - January 2013
Waddell and Reed October 2010 - October 2011
Morgan Stanley Smith Barney May 2008 - August 2008
Skills
Investments, Microsoft Excel, Training, Strategic Financial..., Finance, Leadership, Insurance, Retirement Planning, Series 7, Cold Calling, Financial Analysis, Series 63, Securities, Mutual Funds, Retirement
Education
University of Colorado at Boulder - Leeds School of Business 2006 — 2009
Marketing, Management
Jesse Rudgunas Jesse Rudgunas's Waddell and Reed Experience December 2006 - November 2010
Job Captain at Republic Airlines
Industry Airlines/Aviation
Experience
Republic Airlines May 2006 - Present
Waddell and Reed December 2006 - November 2010
Air Force May 1998 - January 2006
Midlantic Aviation August 1999 - March 2000
Pennsylvania Aviation Inc August 1997 - October 1998
KPMG November 1995 - July 1997
IBM 1992 - 1992
Skills
Aviation, Aircraft, Leadership, Flights, Airlines, Training, Government, Commercial Aviation, Military, Security Clearance, DoD, Air Force, Piloting, Flight Safety, Flight Training, CFI
Education
Penn State University 1992 — 1995
BS, Accounting
Embry-Riddle Aeronautical University 1990 — 1991
N/A, Aeronautical Science
Carbondale Area High School 1986 — 1990
Academic High School Diploma
Carbondale Area High School 1984 — 1990
High School Diploma, Academics
Republic Airlines May 2006 - Present
Waddell and Reed December 2006 - November 2010
Air Force May 1998 - January 2006
Midlantic Aviation August 1999 - March 2000
Pennsylvania Aviation Inc August 1997 - October 1998
KPMG November 1995 - July 1997
IBM 1992 - 1992
Skills
Aviation, Aircraft, Leadership, Flights, Airlines, Training, Government, Commercial Aviation, Military, Security Clearance, DoD, Air Force, Piloting, Flight Safety, Flight Training, CFI
Education
Penn State University 1992 — 1995
BS, Accounting
Embry-Riddle Aeronautical University 1990 — 1991
N/A, Aeronautical Science
Carbondale Area High School 1986 — 1990
Academic High School Diploma
Carbondale Area High School 1984 — 1990
High School Diploma, Academics
Giancarlo LaGreca's Waddell and Reed Experience August 2010 - January 2011
Job Project Coordinator, Bridgewater Associates
Industry Financial Services
Experience
Bridgewater Associates February 2014 - Present
Bridgewater Associates August 2012 - February 2014
Dunzo Services, LLC June 2011 - July 2012
Waddell and Reed August 2010 - January 2011
Global Express June 2009 - May 2010
Skills
Customer Service, Microsoft Excel, Microsoft Office, Project Management, Business Strategy
Education
Curry College 2005 — 2009
BA, Management
Bridgewater Associates February 2014 - Present
Bridgewater Associates August 2012 - February 2014
Dunzo Services, LLC June 2011 - July 2012
Waddell and Reed August 2010 - January 2011
Global Express June 2009 - May 2010
Skills
Customer Service, Microsoft Excel, Microsoft Office, Project Management, Business Strategy
Education
Curry College 2005 — 2009
BA, Management
Brett Villeneau Brett Villeneau's Waddell and Reed Experience May 2011 - October 2011
Job Financial Analyst | Compliance Expert | Quality Assurance Professional
Industry Banking
Experience
Wells Fargo Home Mortgage December 2012 - Present
Wells Fargo Home Mortgage February 2012 - November 2012
Waddell and Reed May 2011 - October 2011
Moore's Mill Country Club February 2006 - July 2007
United Supply Company May 2005 - August 2005
Skills
Financial Analysis, Financial Services, Quality Assurance, Process Improvement, Regulatory Compliance, Capital Markets, Collaborative Problem..., Standards Compliance, Client Relations, Access, Finance, SSP, SharePoint, Auditing, Problem Solving, Data Analysis, Microsoft Office, Data Research, Excel, Word, Team Leadership, Microsoft Excel, Microsoft Word, Risk Management, Customer Service, Quantitative Analytics, Social Media
Education
Auburn University, College of Business
Bachelor of Applied Science (B.A.Sc.), Economics
Wells Fargo Home Mortgage December 2012 - Present
Wells Fargo Home Mortgage February 2012 - November 2012
Waddell and Reed May 2011 - October 2011
Moore's Mill Country Club February 2006 - July 2007
United Supply Company May 2005 - August 2005
Skills
Financial Analysis, Financial Services, Quality Assurance, Process Improvement, Regulatory Compliance, Capital Markets, Collaborative Problem..., Standards Compliance, Client Relations, Access, Finance, SSP, SharePoint, Auditing, Problem Solving, Data Analysis, Microsoft Office, Data Research, Excel, Word, Team Leadership, Microsoft Excel, Microsoft Word, Risk Management, Customer Service, Quantitative Analytics, Social Media
Education
Auburn University, College of Business
Bachelor of Applied Science (B.A.Sc.), Economics
Casey (Marr) Hull Casey (Marr) Hull's Waddell and Reed Experience 2004 - 2005
Job Customer Service Representative | Administrative Assistant | Client Support
Industry Legal Services
Experience
Thomson Reuters May 2013 - Present
Thomson Reuters April 2012 - May 2013
Thomson Reuters January 2010 - April 2012
DaVita 2009 - 2012
Nichols Consulting Engineers 2007 - 2009
Stockton Children's Home 2006 - 2007
Truckee Meadows Heating and Air 2005 - 2006
Waddell and Reed 2004 - 2005
Skills
Customer Service, Software Documentation, Project Management, Microsoft Office, Analysis, Management, Time Management, Team Building, Microsoft Word, Data Analysis, Databases, Account Management, Microsoft Excel, Client Services, Research, Report Writing, Administrative..., Office Administration, Legal Support Services, Editing, Proofreading, Relationship Building, Data Entry, Sales, Document Drafting
Education
UC San Diego 2000 — 2000
Paralegal Certificate
CSU Sacramento 1996 — 1999
Bachelor's degree, English
Thomson Reuters May 2013 - Present
Thomson Reuters April 2012 - May 2013
Thomson Reuters January 2010 - April 2012
DaVita 2009 - 2012
Nichols Consulting Engineers 2007 - 2009
Stockton Children's Home 2006 - 2007
Truckee Meadows Heating and Air 2005 - 2006
Waddell and Reed 2004 - 2005
Skills
Customer Service, Software Documentation, Project Management, Microsoft Office, Analysis, Management, Time Management, Team Building, Microsoft Word, Data Analysis, Databases, Account Management, Microsoft Excel, Client Services, Research, Report Writing, Administrative..., Office Administration, Legal Support Services, Editing, Proofreading, Relationship Building, Data Entry, Sales, Document Drafting
Education
UC San Diego 2000 — 2000
Paralegal Certificate
CSU Sacramento 1996 — 1999
Bachelor's degree, English
Matthew Seedial's Waddell and Reed Experience August 2012 - December 2012
Job M/LWD Field Engineer at Halliburton
Industry Oil & Energy
Experience
Halliburton- Sperry Drilling Services April 2014 - Present
Waddell and Reed August 2012 - December 2012
SEEMS Inc. May 2011 - August 2011
Skills
Financial Analysis, Financial Modeling, Marketing Strategy, Investments, Cash Management, Microsoft Office, Valuation, Microsoft Word, Microsoft Excel, Finance, Financial Reporting, Strategic Financial..., Teamwork, PowerPoint, Leadership, Research, Formation Evaluation, Onshore, Log Analysis, Logging, QHSE, Well Logging, Oilfield, Drilling
Education
Florida State University 2010 — 2013
Bachelor's Degree, Bachelor of Science in Applied Economics & Business Management
Halliburton- Sperry Drilling Services April 2014 - Present
Waddell and Reed August 2012 - December 2012
SEEMS Inc. May 2011 - August 2011
Skills
Financial Analysis, Financial Modeling, Marketing Strategy, Investments, Cash Management, Microsoft Office, Valuation, Microsoft Word, Microsoft Excel, Finance, Financial Reporting, Strategic Financial..., Teamwork, PowerPoint, Leadership, Research, Formation Evaluation, Onshore, Log Analysis, Logging, QHSE, Well Logging, Oilfield, Drilling
Education
Florida State University 2010 — 2013
Bachelor's Degree, Bachelor of Science in Applied Economics & Business Management
Nico Koop's Waddell and Reed Experience January 2011 - July 2012
Job Mutual Fund Trade Desk at Pershing, a BNY Mellon company
Industry Financial Services
Experience
Pershing, a BNY Mellon company November 2014 - Present
Pershing, a BNY Mellon company October 2013 - November 2014
Pershing, a BNY Mellon company October 2012 - October 2013
Waddell and Reed January 2011 - July 2012
Skills
Finance, Financial Transactions, Investments, Hold Series 7, Hold Series 66, Financial Analysis, Mutual Funds, Microsoft Excel, Analysis, Accounting, Strategic Financial..., Leadership, Series 7, Budgets, Hedge Funds, Financial Services, Trading, Investment Management, Financial Reporting, Settlement, Financial Planning, Microsoft Office
Education
Rollins College - Crummer Graduate School of Business 2014 — 2016
Professional MBA, Finance
University of Central Florida - College of Business Administration 2007 — 2011
Bachelor of Science in Business Administration, Finance and Financial Management Services
Pershing, a BNY Mellon company November 2014 - Present
Pershing, a BNY Mellon company October 2013 - November 2014
Pershing, a BNY Mellon company October 2012 - October 2013
Waddell and Reed January 2011 - July 2012
Skills
Finance, Financial Transactions, Investments, Hold Series 7, Hold Series 66, Financial Analysis, Mutual Funds, Microsoft Excel, Analysis, Accounting, Strategic Financial..., Leadership, Series 7, Budgets, Hedge Funds, Financial Services, Trading, Investment Management, Financial Reporting, Settlement, Financial Planning, Microsoft Office
Education
Rollins College - Crummer Graduate School of Business 2014 — 2016
Professional MBA, Finance
University of Central Florida - College of Business Administration 2007 — 2011
Bachelor of Science in Business Administration, Finance and Financial Management Services
Papa, Adam's Waddell and Reed Experience January 2007 - May 2007
Job Production Assistant at Relevent
Industry Marketing and Advertising
Experience
Relevent January 2013 - Present
Morgan Stanley August 2007 - January 2013
Waddell and Reed January 2007 - May 2007
the State Office January 2005 - May 2005
Skills
Sales, Bonds, Securities, Microsoft Excel, Microsoft Word, Human Resources, Accounting, Financial Analysis, Finance, Equities, Insurance, Advertising, Management, Social Media, Marketing, Recruiting, Microsoft Office, Social Media Marketing
Education
University of Hartford 2003 — 2007
Bachelor of Science, Business Administration; Economics & Finance
Relevent January 2013 - Present
Morgan Stanley August 2007 - January 2013
Waddell and Reed January 2007 - May 2007
the State Office January 2005 - May 2005
Skills
Sales, Bonds, Securities, Microsoft Excel, Microsoft Word, Human Resources, Accounting, Financial Analysis, Finance, Equities, Insurance, Advertising, Management, Social Media, Marketing, Recruiting, Microsoft Office, Social Media Marketing
Education
University of Hartford 2003 — 2007
Bachelor of Science, Business Administration; Economics & Finance
Trae Schultz, CFP® Trae Schultz, CFP®'s Waddell and Reed Experience April 2009 - September 2010
Job Account Executive at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments April 2012 - Present
Morgan Stanley Smith Barney December 2010 - September 2011
Waddell and Reed April 2009 - September 2010
Merrill Lynch August 2008 - February 2009
Pecan Discount Drug June 2006 - July 2008
McKesson Pharmaceutical July 2004 - June 2006
Education
The University of Texas at Austin 1998 — 2003
B.A, Government/Business Foundations
Fidelity Investments April 2012 - Present
Morgan Stanley Smith Barney December 2010 - September 2011
Waddell and Reed April 2009 - September 2010
Merrill Lynch August 2008 - February 2009
Pecan Discount Drug June 2006 - July 2008
McKesson Pharmaceutical July 2004 - June 2006
Education
The University of Texas at Austin 1998 — 2003
B.A, Government/Business Foundations
Kraig Jackson, CTFA Kraig Jackson, CTFA's Waddell and Reed Experience June 2008 - April 2010
Job Investment Management Associate II at Wells Fargo
Industry Financial Services
Experience
Wells Fargo March 2015 - Present
Wells Fargo September 2013 - February 2015
TruWealth Strategies March 2013 - September 2013
PNC July 2011 - December 2012
United States Marine Corps June 2004 - November 2011
Merrill Lynch June 2010 - August 2010
Waddell and Reed June 2008 - April 2010
Skills
Strategic Financial..., Business Planning, Practice Management, Wealth Management, Retirement Planning, Investments, Portfolio Management, Financial Analysis, Asset Managment, Estate Planning, Asset Allocation, Insurance, Finance, Succession Planning, Risk Management, Trust Services, Trust Management, Charitable Trusts, Investment Strategies, Investment Advisory, Alternative Investments, Financial Statement..., Equities, Financial Advisory, Charitable Gift Planning, Charitable Gift..., Charitable Remainder..., Philanthropy, Investment Management, Wealth, Fiduciary Services, Trust Taxation, Taxation of Trusts, Income Tax, Employee Benefits, Grants, Grant Reviewing, Hedge Funds, Life Insurance, Mutual Funds, Series 63, Scholarships, Private Foundations, Financial Planning, Securities, Financial Services, Trusts, Retirement, Asset Management
Education
Webster University 2011 — 2012
Masters of Business Administration, Finance, 3.7/4.0 Scale
Campbell University 2009 — 2011
Bachelors of Science, Trust and Wealth Management, GPA in Major: 3.8/4.0 Academic Honors: Magna Cum Laude
Coastal Carolina Community College 2006 — 2008
Associate, AA in the Arts, Business Focus
Cheraw High School 2000 — 2004
High School Diploma, General Studies
Wells Fargo March 2015 - Present
Wells Fargo September 2013 - February 2015
TruWealth Strategies March 2013 - September 2013
PNC July 2011 - December 2012
United States Marine Corps June 2004 - November 2011
Merrill Lynch June 2010 - August 2010
Waddell and Reed June 2008 - April 2010
Skills
Strategic Financial..., Business Planning, Practice Management, Wealth Management, Retirement Planning, Investments, Portfolio Management, Financial Analysis, Asset Managment, Estate Planning, Asset Allocation, Insurance, Finance, Succession Planning, Risk Management, Trust Services, Trust Management, Charitable Trusts, Investment Strategies, Investment Advisory, Alternative Investments, Financial Statement..., Equities, Financial Advisory, Charitable Gift Planning, Charitable Gift..., Charitable Remainder..., Philanthropy, Investment Management, Wealth, Fiduciary Services, Trust Taxation, Taxation of Trusts, Income Tax, Employee Benefits, Grants, Grant Reviewing, Hedge Funds, Life Insurance, Mutual Funds, Series 63, Scholarships, Private Foundations, Financial Planning, Securities, Financial Services, Trusts, Retirement, Asset Management
Education
Webster University 2011 — 2012
Masters of Business Administration, Finance, 3.7/4.0 Scale
Campbell University 2009 — 2011
Bachelors of Science, Trust and Wealth Management, GPA in Major: 3.8/4.0 Academic Honors: Magna Cum Laude
Coastal Carolina Community College 2006 — 2008
Associate, AA in the Arts, Business Focus
Cheraw High School 2000 — 2004
High School Diploma, General Studies
Daniel Kelly's Waddell and Reed Experience March 2003 - August 2003
Job Sr. Account Manager Energy Services at TEKsystems
Industry Staffing and Recruiting
Experience
TEKsystems July 2013 - Present
TEKsystems March 2009 - July 2013
TEKsystems August 2005 - March 2009
TEKsystems March 2005 - August 2005
Mutual of Omaha January 2004 - February 2005
The Blue Star April 2003 - March 2004
Mutual of Omaha March 2003 - January 2004
Waddell and Reed March 2003 - August 2003
Wolfgang Pucks' Granita Restaurant March 2002 - February 2003
The Dinner Nook February 1999 - January 2002
Skills
Staffing Services, Workforce Management, Talent Management, Workforce Planning, Professional Services, Technical Recruiting, Recruiting, Management, Process Improvement, Leadership, Networking, Sales, Consulting, CRM, SDLC, Outsourcing, Business Development, Strategy, Contract Recruitment, Interviews, Cold Calling, Strategic Partnerships, New Business Development, Talent Acquisition, Temporary Placement, Sourcing, Internet Recruiting, Staff Augmentation, Vendor Management, Benefits Negotiation, Screening Resumes, Applicant Tracking..., Integration
Education
University of Colorado Colorado Springs 1999 — 2004
Bachelor of Science, Business; Finance
TEKsystems July 2013 - Present
TEKsystems March 2009 - July 2013
TEKsystems August 2005 - March 2009
TEKsystems March 2005 - August 2005
Mutual of Omaha January 2004 - February 2005
The Blue Star April 2003 - March 2004
Mutual of Omaha March 2003 - January 2004
Waddell and Reed March 2003 - August 2003
Wolfgang Pucks' Granita Restaurant March 2002 - February 2003
The Dinner Nook February 1999 - January 2002
Skills
Staffing Services, Workforce Management, Talent Management, Workforce Planning, Professional Services, Technical Recruiting, Recruiting, Management, Process Improvement, Leadership, Networking, Sales, Consulting, CRM, SDLC, Outsourcing, Business Development, Strategy, Contract Recruitment, Interviews, Cold Calling, Strategic Partnerships, New Business Development, Talent Acquisition, Temporary Placement, Sourcing, Internet Recruiting, Staff Augmentation, Vendor Management, Benefits Negotiation, Screening Resumes, Applicant Tracking..., Integration
Education
University of Colorado Colorado Springs 1999 — 2004
Bachelor of Science, Business; Finance
Patrick Passafiume's Waddell and Reed Experience January 2014 - November 2014
Job Self Employed
Industry Financial Services
Experience
Professional Entertainer August 2009 - Present
Waddell and Reed January 2014 - November 2014
American Fortune Mergers April 2011 - April 2012
Louisville Mega Cavern June 2009 - 2011
Surepoint Lending September 2009 - 2010
Hilliard Lyons June 2008 - October 2008
Skills
Mutual Funds, IRAs, Roth IRA, 401k Rollovers, Investments, Public Speaking, Research, Economics, Oral Communication, Microsoft Office, Statistics, Equities, Series 6, Microsoft Excel, Analysis, 401k, Investment Strategies, Investment Management, financial wellness, Strategic Financial..., Retirement Planning, Retirement Savings, Qualified Retirement..., Retirement Plan..., Life Insurance, Writing, Stand-up Comedy, Improvisational Comedy
Education
Second City 2011 — 2012
Improvisation
University of Louisville 2004 — 2008
s): BS, Economics; mathematical economics
Holy Cross
Professional Entertainer August 2009 - Present
Waddell and Reed January 2014 - November 2014
American Fortune Mergers April 2011 - April 2012
Louisville Mega Cavern June 2009 - 2011
Surepoint Lending September 2009 - 2010
Hilliard Lyons June 2008 - October 2008
Skills
Mutual Funds, IRAs, Roth IRA, 401k Rollovers, Investments, Public Speaking, Research, Economics, Oral Communication, Microsoft Office, Statistics, Equities, Series 6, Microsoft Excel, Analysis, 401k, Investment Strategies, Investment Management, financial wellness, Strategic Financial..., Retirement Planning, Retirement Savings, Qualified Retirement..., Retirement Plan..., Life Insurance, Writing, Stand-up Comedy, Improvisational Comedy
Education
Second City 2011 — 2012
Improvisation
University of Louisville 2004 — 2008
s): BS, Economics; mathematical economics
Holy Cross
Jacqueline Carmelo Jacqueline Carmelo's Waddell and Reed Experience January 2011 - May 2011
Job Executive Assistant at UConn Health
Industry Higher Education
Experience
UConn Health May 2015 - Present
UConn Health April 2013 - May 2015
CT Chapter National Association of Hispanic Nurses April 2012 - April 2013
D-Star Engineering Corp April 2012 - April 2013
Waddell and Reed January 2011 - May 2011
UBS Wealth Management June 2010 - August 2010
El Torero Mexican Restaurant April 2008 - May 2010
Skills
PowerPoint, Outlook, Access, Microsoft Excel, Microsoft Word, Event Planning, Market Research, Time Management, Social Networking, Leadership
Education
Eastern Connecticut State University 2007 — 2011
Bachelors, Business Administration
UConn Health May 2015 - Present
UConn Health April 2013 - May 2015
CT Chapter National Association of Hispanic Nurses April 2012 - April 2013
D-Star Engineering Corp April 2012 - April 2013
Waddell and Reed January 2011 - May 2011
UBS Wealth Management June 2010 - August 2010
El Torero Mexican Restaurant April 2008 - May 2010
Skills
PowerPoint, Outlook, Access, Microsoft Excel, Microsoft Word, Event Planning, Market Research, Time Management, Social Networking, Leadership
Education
Eastern Connecticut State University 2007 — 2011
Bachelors, Business Administration
Craig White MBA's Waddell and Reed Experience November 2012 - June 2015
Job DW/BI Specialist, Entrepreneur, Inventor
Industry Information Technology and Services
Experience
Waddell and Reed November 2012 - June 2015
USDA/IBM January 2012 - December 2012
Alliant Techsystems May 2011 - November 2011
Home Depot January 2009 - January 2011
Cabay/White Marketing January 2007 - May 2008
StreamWorks Technologies January 2000 - May 2006
Skills
Project Management, Strategic Planning, Process Improvement, Business Analysis, Vendor Management, Business Process, Integration, Agile Methodologies, Program Management, Software Development, Requirements Analysis, Consulting, SDLC, Business Intelligence
Education
Northwest Missouri State University
BS, Computer Science / Bus Mgt
Rockhurst University
MBA, Management / Finance
Waddell and Reed November 2012 - June 2015
USDA/IBM January 2012 - December 2012
Alliant Techsystems May 2011 - November 2011
Home Depot January 2009 - January 2011
Cabay/White Marketing January 2007 - May 2008
StreamWorks Technologies January 2000 - May 2006
Skills
Project Management, Strategic Planning, Process Improvement, Business Analysis, Vendor Management, Business Process, Integration, Agile Methodologies, Program Management, Software Development, Requirements Analysis, Consulting, SDLC, Business Intelligence
Education
Northwest Missouri State University
BS, Computer Science / Bus Mgt
Rockhurst University
MBA, Management / Finance
Jason Myers's Waddell and Reed Experience May 2001 - March 2002
Job
Industry Investment Management
Experience
Context Asset Management October 2013 - August 2015
ARIA Funds April 2012 - October 2013
Victory Road Investors, LLC January 2005 - April 2012
Newport Capital Advisers, Inc. October 2004 - April 2012
AIG March 2002 - September 2004
Waddell and Reed May 2001 - March 2002
Skills
Hedge Funds, Alternative Investments, Investments, Asset Allocation, Investment Strategies, Asset Managment, Equities, Investment Management, Mutual Funds, Portfolio Management, Fixed Income, Private Equity, Wealth Management, Series 7, Investment Advisory, Risk Management, Institutional..., Emerging Markets, Strategy, Fund Of Funds, Equity Research, Bonds, Securities, Capital Markets, Financial Markets
Education
Harvard University
M.A., Management - Finance and Control
Dickinson College
B.A., International Studies
Context Asset Management October 2013 - August 2015
ARIA Funds April 2012 - October 2013
Victory Road Investors, LLC January 2005 - April 2012
Newport Capital Advisers, Inc. October 2004 - April 2012
AIG March 2002 - September 2004
Waddell and Reed May 2001 - March 2002
Skills
Hedge Funds, Alternative Investments, Investments, Asset Allocation, Investment Strategies, Asset Managment, Equities, Investment Management, Mutual Funds, Portfolio Management, Fixed Income, Private Equity, Wealth Management, Series 7, Investment Advisory, Risk Management, Institutional..., Emerging Markets, Strategy, Fund Of Funds, Equity Research, Bonds, Securities, Capital Markets, Financial Markets
Education
Harvard University
M.A., Management - Finance and Control
Dickinson College
B.A., International Studies
Deborah Kitchin's Waddell and Reed Experience 1986 - 1994
Job Adjunct Faculty
Industry Higher Education
Experience
Johnson County Community College January 2003 - Present
YRCW March 1994 - December 2007
YRCW Technologies March 1994 - December 2007
YRC Worldwide Technologies 1994 - December 2007
Yellow Technologies, Inc 1993 - December 2007
Yellow Technology 1993 - 2007
YRC Worldwide (Yellow Roadway Company) 1993 - 2007
Waddell and Reed 1986 - 1994
Skills
Unix, Architecture, Leadership, Higher Education, Public Speaking, Teaching, Instructional Design, E-Learning, Distance Learning, Research, Program Management, Microsoft Office, Technical Writing, Visio, Curriculum Design, Organizational..., Programming, Strategy, System Administration, Architectures, Management
Education
Rockhurst University 1986 — 1999
MBA, Business
University of Missouri-Kansas City 1987 — 1993
MS, Computer Science
Marquette University 1982 — 1986
BS, Computer Science
Johnson County Community College January 2003 - Present
YRCW March 1994 - December 2007
YRCW Technologies March 1994 - December 2007
YRC Worldwide Technologies 1994 - December 2007
Yellow Technologies, Inc 1993 - December 2007
Yellow Technology 1993 - 2007
YRC Worldwide (Yellow Roadway Company) 1993 - 2007
Waddell and Reed 1986 - 1994
Skills
Unix, Architecture, Leadership, Higher Education, Public Speaking, Teaching, Instructional Design, E-Learning, Distance Learning, Research, Program Management, Microsoft Office, Technical Writing, Visio, Curriculum Design, Organizational..., Programming, Strategy, System Administration, Architectures, Management
Education
Rockhurst University 1986 — 1999
MBA, Business
University of Missouri-Kansas City 1987 — 1993
MS, Computer Science
Marquette University 1982 — 1986
BS, Computer Science
Misty Simpson's Waddell and Reed Experience February 2013 - Present
Job Unit Manager Portfolio at Waddell and Reed
Industry Financial Services
Experience
Waddell and Reed February 2013 - Present
State Street February 2011 - February 2013
State Street July 2004 - February 2011
State Street December 2002 - July 2004
State Street October 2000 - December 2002
State Street May 1999 - October 2000
Skills
Financial Services, Recruiting, Management, Mutual Funds, CRM, Software Documentation, Employee Training, Business Analysis, Alternative Investments, Middle Office, Back Office, Analysis, Accounting, Business Process..., Trading, Global Custody, Finance, Fund Administration, Vendor Management, Corporate Actions, Customer Service
Education
University of Missouri-Kansas City 2001 — 2003
MBA, Marketing, Management
University of Missouri-Kansas City 1995 — 1999
Bachelor of Business Administration, Business Administration and Management, General
Waddell and Reed February 2013 - Present
State Street February 2011 - February 2013
State Street July 2004 - February 2011
State Street December 2002 - July 2004
State Street October 2000 - December 2002
State Street May 1999 - October 2000
Skills
Financial Services, Recruiting, Management, Mutual Funds, CRM, Software Documentation, Employee Training, Business Analysis, Alternative Investments, Middle Office, Back Office, Analysis, Accounting, Business Process..., Trading, Global Custody, Finance, Fund Administration, Vendor Management, Corporate Actions, Customer Service
Education
University of Missouri-Kansas City 2001 — 2003
MBA, Marketing, Management
University of Missouri-Kansas City 1995 — 1999
Bachelor of Business Administration, Business Administration and Management, General
Mike Wickman's Waddell and Reed Experience 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
Brandy Mayo's Waddell and Reed Experience June 2003 - August 2004
Job Manager at Dallas Independent School District
Industry Education Management
Experience
Dallas Independent School District September 2014 - Present
Dallas ISD March 2013 - September 2014
Adventure Academy June 2009 - March 2013
The Krystal Company October 2005 - August 2008
Waddell and Reed June 2003 - August 2004
GPS July 2001 - June 2003
Skills
Financial Analysis, Cognos, Management, Analysis, Accounting, Business Intelligence..., Budgets, Microsoft Excel, Income Statement, Business Intelligence, Business Analysis, Strategic Planning, Process Improvement, Microsoft Office, ETL, Customer Service, Team Building, Customer Satisfaction, Inventory Management, Financial Reporting, Training, Forecasting, Accounts Payable, Managerial Finance, Time Management, P&L
Education
The University of Tennessee at Chattanooga 2002 — 2005
MBA, Finance
Dallas Independent School District September 2014 - Present
Dallas ISD March 2013 - September 2014
Adventure Academy June 2009 - March 2013
The Krystal Company October 2005 - August 2008
Waddell and Reed June 2003 - August 2004
GPS July 2001 - June 2003
Skills
Financial Analysis, Cognos, Management, Analysis, Accounting, Business Intelligence..., Budgets, Microsoft Excel, Income Statement, Business Intelligence, Business Analysis, Strategic Planning, Process Improvement, Microsoft Office, ETL, Customer Service, Team Building, Customer Satisfaction, Inventory Management, Financial Reporting, Training, Forecasting, Accounts Payable, Managerial Finance, Time Management, P&L
Education
The University of Tennessee at Chattanooga 2002 — 2005
MBA, Finance
Peter Crane, MBA's Waddell and Reed Experience September 2006 - March 2007
Job Tech SupportT Mobile
Industry Telecommunications
Experience
T-Mobile November 2009 - March 2011
Verizon January 2009 - November 2009
DUN AND BRADSTREET April 2008 - January 2009
WADDELL AND REED September 2006 - March 2007
PNC BANK January 1997 - January 2006
U.S. Army National Guard January 1990 - January 1998
VALLEY NATIONAL INVESTMENTS January 1996 - January 1997
CONTINENTAL BROKER/DEALER CORPORATION January 1995 - January 1996
EDWARD JONES INVESTMENTS June 1994 - December 1994
Education
Robert Morris University 2001 — 2003
MBA, Finance
West Virginia University 1992 — 1994
BS Finance
Parkland high school
T-Mobile November 2009 - March 2011
Verizon January 2009 - November 2009
DUN AND BRADSTREET April 2008 - January 2009
WADDELL AND REED September 2006 - March 2007
PNC BANK January 1997 - January 2006
U.S. Army National Guard January 1990 - January 1998
VALLEY NATIONAL INVESTMENTS January 1996 - January 1997
CONTINENTAL BROKER/DEALER CORPORATION January 1995 - January 1996
EDWARD JONES INVESTMENTS June 1994 - December 1994
Education
Robert Morris University 2001 — 2003
MBA, Finance
West Virginia University 1992 — 1994
BS Finance
Parkland high school
Hal Wright's Waddell and Reed Experience March 2005 - December 2008
Job Certified Financial Planner at Special Needs Planning Consultant
Industry Financial Services
Experience
Special Needs Planning Consultant May 2012 - Present
Colorado Financial Partners, LLC January 2009 - May 2012
Waddell and Reed March 2005 - December 2008
Skills
Public Speaking, Financial Markets, Strategic Financial..., Estate Planning, Retirement, Financial Advisory, Retirement Planning, Disability Insurance, Wealth Management, Investment Advisory, Asset Allocation, Insurance, Series 7, Mutual Funds, Project Planning, Securities, Investments, Wealth, Investment Management, Financial Analysis, Alternative Investments, Pensions, Asset Management, Personal Financial..., Wealth Management..., Financial Planning, Financial Planners, Uniform Combined State...
Education
Loyola University New Orleans 1976 — 1979
MBA, Management
Tulane University 1966 — 1970
Bachelor's, Chemical Engineering
Special Needs Planning Consultant May 2012 - Present
Colorado Financial Partners, LLC January 2009 - May 2012
Waddell and Reed March 2005 - December 2008
Skills
Public Speaking, Financial Markets, Strategic Financial..., Estate Planning, Retirement, Financial Advisory, Retirement Planning, Disability Insurance, Wealth Management, Investment Advisory, Asset Allocation, Insurance, Series 7, Mutual Funds, Project Planning, Securities, Investments, Wealth, Investment Management, Financial Analysis, Alternative Investments, Pensions, Asset Management, Personal Financial..., Wealth Management..., Financial Planning, Financial Planners, Uniform Combined State...
Education
Loyola University New Orleans 1976 — 1979
MBA, Management
Tulane University 1966 — 1970
Bachelor's, Chemical Engineering
Retze Santos's Waddell and Reed Experience July 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
Alex Oleksy's Waddell and Reed Experience August 2002 - April 2003
Job AVP; GWIM Sr Team Operations Mgr at Bank of America/Columbia Management
Industry Banking
Experience
Bank of America/Columbia Management July 2004 - Present
Waddell and Reed August 2002 - April 2003
Merrill Lynch January 2000 - December 2000
Goldman Sachs January 1999 - December 1999
Skills
Portfolio Management, Investments, Bloomberg, Management, Strategy, Analysis, Marketing, Trading, Trading Systems, Banking, Sales, Human Resources, Equities, Fixed Income, Finance, Risk Management, Training, Asset Allocation, Asset Management
Education
University of North Carolina at Charlotte
Finance
Bank of America/Columbia Management July 2004 - Present
Waddell and Reed August 2002 - April 2003
Merrill Lynch January 2000 - December 2000
Goldman Sachs January 1999 - December 1999
Skills
Portfolio Management, Investments, Bloomberg, Management, Strategy, Analysis, Marketing, Trading, Trading Systems, Banking, Sales, Human Resources, Equities, Fixed Income, Finance, Risk Management, Training, Asset Allocation, Asset Management
Education
University of North Carolina at Charlotte
Finance
Eric Paxton's Waddell and Reed Experience March 2007 - Present
Job Fund Compliance at Waddell and Reed
Industry Financial Services
Experience
Waddell and Reed March 2007 - Present
Skills
Microsoft Office, Microsoft Excel, Financial Analysis, Leadership, Management
Education
The University of Kansas 2002 — 2006
Business, Finance
Waddell and Reed March 2007 - Present
Skills
Microsoft Office, Microsoft Excel, Financial Analysis, Leadership, Management
Education
The University of Kansas 2002 — 2006
Business, Finance
M. Brandon Trice's Waddell and Reed Experience January 2004 - January 2005
Job Supply Chain Data Analysis and Logistics
Industry Logistics and Supply Chain
Experience
Supply Chain Data Analysis and Logistics May 2015 - Present
Baker Hughes October 2014 - May 2015
Baker Hughes May 2013 - October 2014
Bicycle World and Fitness January 2008 - January 2012
Bill Jackson and Associates January 2007 - January 2008
Santos Appraisals January 2006 - January 2007
Waddell and Reed January 2004 - January 2005
Skills
Microsoft Excel, Project Management, Six Sigma, Process Improvement, SAP, Supply Chain, Strategic Planning, Data Analysis, Sales, Market Research, Analysis, Operations Management, Business Intelligence, Big Data, Logistics Management, Business Modeling, Lean Thinking, Infographics, Vendor Relationships, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Marketing, Leadership, SQL, PeopleSoft, POS, CRM, Purchasing, Inventory Management, Supply Chain Management
Education
University of Houston, C.T. Bauer College of Business 2010 — 2014
Master of Business Administration (M.B.A.), Supply Chain Manangement
University of California 2001 — 2003
Bachelor of Arts, Philosophy
Supply Chain Data Analysis and Logistics May 2015 - Present
Baker Hughes October 2014 - May 2015
Baker Hughes May 2013 - October 2014
Bicycle World and Fitness January 2008 - January 2012
Bill Jackson and Associates January 2007 - January 2008
Santos Appraisals January 2006 - January 2007
Waddell and Reed January 2004 - January 2005
Skills
Microsoft Excel, Project Management, Six Sigma, Process Improvement, SAP, Supply Chain, Strategic Planning, Data Analysis, Sales, Market Research, Analysis, Operations Management, Business Intelligence, Big Data, Logistics Management, Business Modeling, Lean Thinking, Infographics, Vendor Relationships, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Marketing, Leadership, SQL, PeopleSoft, POS, CRM, Purchasing, Inventory Management, Supply Chain Management
Education
University of Houston, C.T. Bauer College of Business 2010 — 2014
Master of Business Administration (M.B.A.), Supply Chain Manangement
University of California 2001 — 2003
Bachelor of Arts, Philosophy
Nate Duden's Waddell and Reed Experience ConstructionKrueger Development2001 - 2007
Job Financial Services
Industry Financial Services
Experience
Waddell and Reed ConstructionKrueger Development2001 - 2007
Education
Doane College 2002 — 2006
BA, Business
Waddell and Reed ConstructionKrueger Development2001 - 2007
Education
Doane College 2002 — 2006
BA, Business
Jason Wetmore's Waddell and Reed Experience February 2011 - Present
Job Supervisory Principal at Waddell and Reed
Industry Financial Services
Experience
Waddell and Reed February 2011 - Present
JPMorgan Chase 2009 - 2011
Bukaty Companies 2009 - 2009
UMB Bank December 2007 - September 2008
TransAmerica Capital August 2000 - December 2007
OppenheimerFunds February 1997 - August 2000
Skills
Mutual Funds, Retirement Planning, Wealth Management, Investments, Retirement, Financial Services, Fixed Annuities, 401k, Financial Planning, Insurance, FINRA, Finance, Life Insurance, Asset Management, Series 7, 24, 53, 66 ...
Education
Colorado State University 1991 — 1996
Bachelor of Science, Business
Shawnee Mission Northwest High School 1987 — 1991
Waddell and Reed February 2011 - Present
JPMorgan Chase 2009 - 2011
Bukaty Companies 2009 - 2009
UMB Bank December 2007 - September 2008
TransAmerica Capital August 2000 - December 2007
OppenheimerFunds February 1997 - August 2000
Skills
Mutual Funds, Retirement Planning, Wealth Management, Investments, Retirement, Financial Services, Fixed Annuities, 401k, Financial Planning, Insurance, FINRA, Finance, Life Insurance, Asset Management, Series 7, 24, 53, 66 ...
Education
Colorado State University 1991 — 1996
Bachelor of Science, Business
Shawnee Mission Northwest High School 1987 — 1991
Brandon White, MBA, CRC's Waddell and Reed Experience May 2012 - February 2013
Job Financial Institutions Sales Manager at Nationwide
Industry Insurance
Experience
Nationwide April 2015 - Present
Nationwide September 2014 - April 2015
Nationwide October 2013 - September 2014
PNC February 2013 - October 2013
Waddell and Reed May 2012 - February 2013
Nationwide October 2009 - January 2012
Nationwide May 2008 - October 2009
Skills
Leadership, Retirement, Finance, Sales, Retirement Planning, Financial Services, Customer Service, Series 6, Series 7, Insurance, Management
Education
Ashland University 2008 — 2011
MBA
Wittenberg University 2005 — 2008
BA
Clarion University of Pennsylvania 2003 — 2005
Bexley High School
Nationwide April 2015 - Present
Nationwide September 2014 - April 2015
Nationwide October 2013 - September 2014
PNC February 2013 - October 2013
Waddell and Reed May 2012 - February 2013
Nationwide October 2009 - January 2012
Nationwide May 2008 - October 2009
Skills
Leadership, Retirement, Finance, Sales, Retirement Planning, Financial Services, Customer Service, Series 6, Series 7, Insurance, Management
Education
Ashland University 2008 — 2011
MBA
Wittenberg University 2005 — 2008
BA
Clarion University of Pennsylvania 2003 — 2005
Bexley High School
Julia Marolt's Waddell and Reed Experience May 2007 - May 2014
Job Customer Service Specialist at Avid Communications, LLC
Industry Financial Services
Experience
Avid Communications, LLC July 2014 - Present
Waddell and Reed May 2007 - May 2014
DST Systems 2005 - 2007
ADT Security Services 2002 - 2006
Skills
Customer Service, Administrative..., Outlook, Data Entry, Office Management, Microsoft Excel, Time Management, PowerPoint, Employee Benefits, Human Resources, Microsoft Word, Access, Payroll, Office Administration, Employee Relations, Microsoft Office, Recruiting, Teamwork, Administration, Telephone Skills, Training, Event Planning
Education
Park University
BS, Human Resources, Management
Avid Communications, LLC July 2014 - Present
Waddell and Reed May 2007 - May 2014
DST Systems 2005 - 2007
ADT Security Services 2002 - 2006
Skills
Customer Service, Administrative..., Outlook, Data Entry, Office Management, Microsoft Excel, Time Management, PowerPoint, Employee Benefits, Human Resources, Microsoft Word, Access, Payroll, Office Administration, Employee Relations, Microsoft Office, Recruiting, Teamwork, Administration, Telephone Skills, Training, Event Planning
Education
Park University
BS, Human Resources, Management
Sheila M. Jordan's Waddell and Reed Experience August 1998 - November 1998
Job Compliance Manager at U.S. Bank
Industry Legal Services
Experience
U.S. Bank January 2014 - Present
PENTAIR, INC. May 2010 - December 2014
NEW CENTURY CONSTRUCTION, INC May 2001 - June 2010
LEONARD, STREET AND DEINARD 1998 - 2009
WADDELL AND REED August 1998 - November 1998
PEACE CORPS NICARAGUA May 1996 - August 1998
CRAVATH, SWAINE & MOORE August 1993 - February 1996
Skills
Microsoft Excel, Sales, Insurance, Microsoft Word, Finance, Litigation, Commercial Litigation, Banking, Budgets, Management, Process Improvement, Compliance, Contract Negotiation, Negotiation, Corporate Law, Risk Management, Legal Compliance, Corporate Governance
Education
University of St. Thomas - Opus College of Business 1999 — 2002
Masters, International Management; an emphasis in Finance(International MBA) Fluent in Spanish
University of California, Los Angeles 1990 — 1993
B.A, Political Science; an emphasis in International Relations
Saint Mary's University of Minnesota
U.S. Bank January 2014 - Present
PENTAIR, INC. May 2010 - December 2014
NEW CENTURY CONSTRUCTION, INC May 2001 - June 2010
LEONARD, STREET AND DEINARD 1998 - 2009
WADDELL AND REED August 1998 - November 1998
PEACE CORPS NICARAGUA May 1996 - August 1998
CRAVATH, SWAINE & MOORE August 1993 - February 1996
Skills
Microsoft Excel, Sales, Insurance, Microsoft Word, Finance, Litigation, Commercial Litigation, Banking, Budgets, Management, Process Improvement, Compliance, Contract Negotiation, Negotiation, Corporate Law, Risk Management, Legal Compliance, Corporate Governance
Education
University of St. Thomas - Opus College of Business 1999 — 2002
Masters, International Management; an emphasis in Finance(International MBA) Fluent in Spanish
University of California, Los Angeles 1990 — 1993
B.A, Political Science; an emphasis in International Relations
Saint Mary's University of Minnesota
Jessica Rigsby's Waddell and Reed Experience November 2009 - Present
Job Learning Solutions Specialist at Waddell and Reed
Industry
Experience
Waddell and Reed November 2009 - Present
Education
Mid America Nazarene 2010 — 2012
Master of Business Administration (MBA)
Pittsburg State University 2005 — 2009
Bachelor of Business Administration (B.B.A.), Finance
Waddell and Reed November 2009 - Present
Education
Mid America Nazarene 2010 — 2012
Master of Business Administration (MBA)
Pittsburg State University 2005 — 2009
Bachelor of Business Administration (B.B.A.), Finance
Jan Volk-Caplan's Waddell and Reed Experience November 2010 - June 2011
Job investment management
Industry Investment Management
Experience
investment firm November 2010 - June 2011
WADDELL AND REED November 2010 - June 2011
KAPLAN CAREER INSTITUTE February 2009 - December 2010
CAPPY AND CO January 1981 - December 1986
MCKEESPORT DISTRICT September 1973 - September 1978
Skills
Series 6
Education
Slippery Rock University of Pennsylvania 1969 — 1973
BS, Elementary Ed
Community College of Allegheny County/ North Campus
Computer Systems Institute
investment firm November 2010 - June 2011
WADDELL AND REED November 2010 - June 2011
KAPLAN CAREER INSTITUTE February 2009 - December 2010
CAPPY AND CO January 1981 - December 1986
MCKEESPORT DISTRICT September 1973 - September 1978
Skills
Series 6
Education
Slippery Rock University of Pennsylvania 1969 — 1973
BS, Elementary Ed
Community College of Allegheny County/ North Campus
Computer Systems Institute
Walter Reichelt's Waddell and Reed Experience January 2003 - January 2007
Job Analyst/Systems analyst at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual Life January 2008 - Present
Waddell and Reed January 2003 - January 2007
Miami University January 2001 - January 2002
Miami University January 1997 - January 2000
DURAMED PHARMACEUTICALS, INC January 1994 - January 1997
QUANTUM CHEMICAL CORPORATION January 1990 - January 1993
ILLINOIS STATE WATER SURVEY January 1988 - January 1990
Education
Miami University 2001 — 2002
MBA, Finance
Miami University 2001 — 2002
M.B.A, Finance
Eastern Illinois University 1985 — 1989
BS, Computational Mathematics
Eastern Illinois University
B.S, Computational Mathematics
Northwestern Mutual Life January 2008 - Present
Waddell and Reed January 2003 - January 2007
Miami University January 2001 - January 2002
Miami University January 1997 - January 2000
DURAMED PHARMACEUTICALS, INC January 1994 - January 1997
QUANTUM CHEMICAL CORPORATION January 1990 - January 1993
ILLINOIS STATE WATER SURVEY January 1988 - January 1990
Education
Miami University 2001 — 2002
MBA, Finance
Miami University 2001 — 2002
M.B.A, Finance
Eastern Illinois University 1985 — 1989
BS, Computational Mathematics
Eastern Illinois University
B.S, Computational Mathematics
Jonathan Hooper's Waddell and Reed Experience March 2008 - January 2009
Job Corporate Finance Manager at NTT DATA Americas
Industry Information Technology and Services
Experience
NTT DATA Americas September 2014 - Present
HP December 2012 - September 2014
HP November 2010 - November 2012
EDS Credit Union January 2009 - November 2010
Waddell and Reed March 2008 - January 2009
Wells Fargo Bank May 2006 - November 2007
JPMorgan Chase July 2005 - May 2006
Skills
Relationship Management, IT Solutions, Strategic Financial..., Investments, Cross Selling, Credit, Mortgage Lending, Financial Analysis, Strategic Planning, Finance, Banking, Process Improvement, Portfolio Management, Forecasting, Risk Management, Marketing, Customer Service, Account Management, Team Leadership, Sales Process, Solution Selling, Business Development, Financial Services, Sales, Sales Operations, Analysis, Negotiation, Pricing, Business Analysis, Financial Modeling, CRM, Insurance, Strategy, Corporate Finance, Business Planning, Leadership, Management, Budgets
Education
The University of Texas at Austin
B.A., ECONOMICS
University of Texas at Tyler
MBA, FINANCE
NTT DATA Americas September 2014 - Present
HP December 2012 - September 2014
HP November 2010 - November 2012
EDS Credit Union January 2009 - November 2010
Waddell and Reed March 2008 - January 2009
Wells Fargo Bank May 2006 - November 2007
JPMorgan Chase July 2005 - May 2006
Skills
Relationship Management, IT Solutions, Strategic Financial..., Investments, Cross Selling, Credit, Mortgage Lending, Financial Analysis, Strategic Planning, Finance, Banking, Process Improvement, Portfolio Management, Forecasting, Risk Management, Marketing, Customer Service, Account Management, Team Leadership, Sales Process, Solution Selling, Business Development, Financial Services, Sales, Sales Operations, Analysis, Negotiation, Pricing, Business Analysis, Financial Modeling, CRM, Insurance, Strategy, Corporate Finance, Business Planning, Leadership, Management, Budgets
Education
The University of Texas at Austin
B.A., ECONOMICS
University of Texas at Tyler
MBA, FINANCE
Don Mayfield's Waddell and Reed Experience February 2005 - December 2008
Job IT Networking Specialist
Industry Computer Networking
Experience
Randstad Technical December 2010 - July 2013
Waddell and Reed February 2005 - December 2008
Coffeyville Resources September 2004 - October 2004
Skills
Troubleshooting, Windows Server, Technical Support, MCP Server 2003, CCNA (expired), CompTIA Security +, MCP XP Professional, Held Security Clearance., Has customer service...
Education
University of Kansas 2012 — 2014
Molecular Biology, Molecular Biology and Immuniology
Johnson County Community College 2011 — 2012
General Science, 3.0
Techskills 2009 — 2010
Certifications
Coffeyville Community College
General Science, IT
Randstad Technical December 2010 - July 2013
Waddell and Reed February 2005 - December 2008
Coffeyville Resources September 2004 - October 2004
Skills
Troubleshooting, Windows Server, Technical Support, MCP Server 2003, CCNA (expired), CompTIA Security +, MCP XP Professional, Held Security Clearance., Has customer service...
Education
University of Kansas 2012 — 2014
Molecular Biology, Molecular Biology and Immuniology
Johnson County Community College 2011 — 2012
General Science, 3.0
Techskills 2009 — 2010
Certifications
Coffeyville Community College
General Science, IT
Craig Lawver's Waddell and Reed Experience 2002 - 2003
Job Business Analysis Manager at Common Securitization Solutions
Industry Financial Services
Experience
Common Securitization Solutions August 2015 - Present
Fannie Mae January 2013 - August 2015
Fannie Mae September 2010 - January 2013
Fannie Mae August 2008 - September 2010
Fannie Mae June 2006 - August 2008
Rydex Investments 2003 - 2006
Rydex Investments 2003 - 2006
Waddell and Reed 2002 - 2003
Skills
Financial Risk, Mutual Funds, Credit Risk, Capital Markets, Fixed Income, Securities, Back Office, Relationship Management, Valuation, Risk Management, Management, Trading, Asset Management, Financial Services, Investments, Finance
Education
Susquehanna University 1999 — 2003
B.S, Business Administration
Common Securitization Solutions August 2015 - Present
Fannie Mae January 2013 - August 2015
Fannie Mae September 2010 - January 2013
Fannie Mae August 2008 - September 2010
Fannie Mae June 2006 - August 2008
Rydex Investments 2003 - 2006
Rydex Investments 2003 - 2006
Waddell and Reed 2002 - 2003
Skills
Financial Risk, Mutual Funds, Credit Risk, Capital Markets, Fixed Income, Securities, Back Office, Relationship Management, Valuation, Risk Management, Management, Trading, Asset Management, Financial Services, Investments, Finance
Education
Susquehanna University 1999 — 2003
B.S, Business Administration
Lubna Zaidi's Waddell and Reed Experience November 2008 - February 2009
Job
Industry Accounting
Experience
CitiMortgage Inc April 2009 - July 2009
Waddell and Reed November 2008 - February 2009
Trilogy Mortgage and Finance Inc January 2005 - June 2006
Micromed Pvt. Ltd August 1998 - January 2003
Education
Webster University 2006 — 2008
MBA, Finance, Accountancy.
St. Louis Community College
International Business, Human resource Management.
University of Delhi
Bachelors, Commerce; Accountancy
University of Himachal
Masters, Commerce; Accountancy
CitiMortgage Inc April 2009 - July 2009
Waddell and Reed November 2008 - February 2009
Trilogy Mortgage and Finance Inc January 2005 - June 2006
Micromed Pvt. Ltd August 1998 - January 2003
Education
Webster University 2006 — 2008
MBA, Finance, Accountancy.
St. Louis Community College
International Business, Human resource Management.
University of Delhi
Bachelors, Commerce; Accountancy
University of Himachal
Masters, Commerce; Accountancy
Kari Newell's Waddell and Reed Experience 2008 - 2010
Job Nanny at College Nannies & Tutors
Industry Staffing and Recruiting
Experience
Preceptorship, North Memorial Medical Center March 2010 - Present
College Nannies & Tutors November 2007 - Present
Waddell and Reed 2008 - 2010
Abbott Northwestern March 2009 - May 2009
Trautman International June 2008 - May 2009
Maternity, Regions Hospital February 2009 - March 2009
Rehabilitation, Abbott Northwestern October 2008 - November 2008
Education
St. Catherine University
Bachelor of Science, Nursing
Preceptorship, North Memorial Medical Center March 2010 - Present
College Nannies & Tutors November 2007 - Present
Waddell and Reed 2008 - 2010
Abbott Northwestern March 2009 - May 2009
Trautman International June 2008 - May 2009
Maternity, Regions Hospital February 2009 - March 2009
Rehabilitation, Abbott Northwestern October 2008 - November 2008
Education
St. Catherine University
Bachelor of Science, Nursing
David Rascon's Waddell and Reed Experience September 1986 - January 1990
Job Varsity Boys Soccer Coach and teacher at EPISD
Industry Education Management
Experience
EPISD August 1990 - Present
Waddell and Reed September 1986 - January 1990
Safeway August 1969 - November 1987
Skills
Personal Financial..., Coaching, Sports, Public Relations, Customer Service, Staff Development, Teaching, Event Planning, Event Management, Management, Higher Education, Fundraising, Social Media, Sports Management, Leadership, Nonprofits, Community Outreach
Education
The University of Texas at El Paso 1969 — 1989
Liberal Arts, Political Science/Chicano Studies/Leveling work in Business/Teacher Certification
The University of Texas at El Paso 1969 — 1980
BA Liberal Arts, Political Science and Chicano Studies Dual Degree
EPISD August 1990 - Present
Waddell and Reed September 1986 - January 1990
Safeway August 1969 - November 1987
Skills
Personal Financial..., Coaching, Sports, Public Relations, Customer Service, Staff Development, Teaching, Event Planning, Event Management, Management, Higher Education, Fundraising, Social Media, Sports Management, Leadership, Nonprofits, Community Outreach
Education
The University of Texas at El Paso 1969 — 1989
Liberal Arts, Political Science/Chicano Studies/Leveling work in Business/Teacher Certification
The University of Texas at El Paso 1969 — 1980
BA Liberal Arts, Political Science and Chicano Studies Dual Degree
Christina Ralya's Waddell and Reed Experience November 2006 - February 2009
Job Fianacial analyst II at Mayo Clinic
Industry Accounting
Experience
Mayo Clinic August 2012 - Present
AMC Theatres February 2009 - June 2012
Waddell and Reed November 2006 - February 2009
Skills
Microsoft Excel, Microsoft Word, Oracle SQL, Outlook, OBIEE, International Accounting, Financial Reporting, General Ledger, Balance Sheet, Income Statement, SEC filings, Form 5500 preparation, Budget Monitoring, Escheatment, Executive Reporting, Computer Proficiency, Query Writing, Account Reconciliation, Bank Reconciliation, Deferred Compensation, Non-Qualified Deferred..., Retirement Benefits, Foreign Currency..., Corporate Finance, Pivot Tables, Vlookup, Hyperion Enterprise, Editing, Year-end Close, Month End Close, Government Reports, Financial Audits, External Audit, Adobe Professional, Fixed Asset Depreciation, Accruals, Variance Analysis, Invoice Finance, SOX Compliancy, Internal Controls, Data Analysis, Financial Analysis
Education
Park University 2004 — 2006
Management/Accounting, 3.64
Mayo Clinic August 2012 - Present
AMC Theatres February 2009 - June 2012
Waddell and Reed November 2006 - February 2009
Skills
Microsoft Excel, Microsoft Word, Oracle SQL, Outlook, OBIEE, International Accounting, Financial Reporting, General Ledger, Balance Sheet, Income Statement, SEC filings, Form 5500 preparation, Budget Monitoring, Escheatment, Executive Reporting, Computer Proficiency, Query Writing, Account Reconciliation, Bank Reconciliation, Deferred Compensation, Non-Qualified Deferred..., Retirement Benefits, Foreign Currency..., Corporate Finance, Pivot Tables, Vlookup, Hyperion Enterprise, Editing, Year-end Close, Month End Close, Government Reports, Financial Audits, External Audit, Adobe Professional, Fixed Asset Depreciation, Accruals, Variance Analysis, Invoice Finance, SOX Compliancy, Internal Controls, Data Analysis, Financial Analysis
Education
Park University 2004 — 2006
Management/Accounting, 3.64
Jeff Niehaus's Waddell and Reed Experience June 1998 - December 2009
Job Self Employed Insurance Sales, Tax Preparation, and Tax Advisor
Industry Financial Services
Experience
Self employed January 2010 - Present
Self Employed January 2000 - Present
Waddell and Reed June 1998 - December 2009
Creehan McHenry May 1997 - October 1998
Mellon Bank Corporation July 1994 - May 1997
Mellon Bank Corporation/Fiserv Incorporated September 1989 - July 1994
Development – Electronic Data Systems Corporation February 1988 - September 1989
Casteel USA Incorporated May 1987 - February 1988
Skills
Investments, Strategic Financial..., Finance, Analysis, Financial Analysis
Education
Robert Morris University
Bachelor of Science Degree, Business Administration; Finance
Self employed January 2010 - Present
Self Employed January 2000 - Present
Waddell and Reed June 1998 - December 2009
Creehan McHenry May 1997 - October 1998
Mellon Bank Corporation July 1994 - May 1997
Mellon Bank Corporation/Fiserv Incorporated September 1989 - July 1994
Development – Electronic Data Systems Corporation February 1988 - September 1989
Casteel USA Incorporated May 1987 - February 1988
Skills
Investments, Strategic Financial..., Finance, Analysis, Financial Analysis
Education
Robert Morris University
Bachelor of Science Degree, Business Administration; Finance
Hitesh Panchal, MBA's Waddell and Reed Experience June 2009 - September 2010
Job Front Office Trade Management at Credit Suisse
Industry Financial Services
Experience
Credit Suisse October 2012 - Present
TRANSAMERICA FINANCIAL ADVISORS, INC April 2011 - September 2012
WADDELL AND REED June 2009 - September 2010
Brown Financial Services January 2009 - May 2009
Skills
Financial Analysis, Investments, Financial Reporting, Operational Risk, Investment Banking
Education
University of Phoenix 2010 — 2012
Master of Business Administration (MBA), 3.2
California State University-Fresno
Finance, Finance, Accounting, Management, Investment, Marketing, Information Technology
Credit Suisse October 2012 - Present
TRANSAMERICA FINANCIAL ADVISORS, INC April 2011 - September 2012
WADDELL AND REED June 2009 - September 2010
Brown Financial Services January 2009 - May 2009
Skills
Financial Analysis, Investments, Financial Reporting, Operational Risk, Investment Banking
Education
University of Phoenix 2010 — 2012
Master of Business Administration (MBA), 3.2
California State University-Fresno
Finance, Finance, Accounting, Management, Investment, Marketing, Information Technology
Kyle Wishart's Waddell and Reed Experience May 2009 - Present
Job Intern at Waddell and Reed
Industry Financial Services
Experience
Waddell and Reed May 2009 - Present
Skills
Microsoft Office, Excel, Customer Service, Word, Customer Relations
Education
Mt. Lebanon High School
University of Pittsburgh
Bachelor of Science (BS), Business Administration and Management, General
Waddell and Reed May 2009 - Present
Skills
Microsoft Office, Excel, Customer Service, Word, Customer Relations
Education
Mt. Lebanon High School
University of Pittsburgh
Bachelor of Science (BS), Business Administration and Management, General
Carole Rompala's Waddell and Reed Experience 2000 - 2002
Job Experienced Sales Manager in Insurance Industry
Industry Insurance
Experience
Horace Mann May 2014 - Present
Nationwide Insurance February 2005 - December 2013
Conte Insurance Agency 2003 - 2005
The Baltimore Life Insurance Company 2002 - 2003
Waddell and Reed 2000 - 2002
Western & Southern Financial Group May 1999 - November 2000
New York Life Insurance Company January 1998 - December 1999
Skills
Insurance, Property & Casualty..., Liability, Underwriting, General Insurance, Claim, Casualty, New Business Development, Sales, Commercial Insurance, Umbrella Insurance, Term Life Insurance, Professional Liability, Life Insurance, Legal Liability, Fixed Annuities, Customer Service, Workers Compensation, Health Insurance, Management, Employee Benefits
Education
The American College 2000 — 2005
Life Underwriters Training Council Fellowship (LUTCF), Advanced Markets, Business Insurance, Estate Planning, Financial Services
Cardinal Dougherty High School 1962 — 1966
Graduate, Business
Horace Mann May 2014 - Present
Nationwide Insurance February 2005 - December 2013
Conte Insurance Agency 2003 - 2005
The Baltimore Life Insurance Company 2002 - 2003
Waddell and Reed 2000 - 2002
Western & Southern Financial Group May 1999 - November 2000
New York Life Insurance Company January 1998 - December 1999
Skills
Insurance, Property & Casualty..., Liability, Underwriting, General Insurance, Claim, Casualty, New Business Development, Sales, Commercial Insurance, Umbrella Insurance, Term Life Insurance, Professional Liability, Life Insurance, Legal Liability, Fixed Annuities, Customer Service, Workers Compensation, Health Insurance, Management, Employee Benefits
Education
The American College 2000 — 2005
Life Underwriters Training Council Fellowship (LUTCF), Advanced Markets, Business Insurance, Estate Planning, Financial Services
Cardinal Dougherty High School 1962 — 1966
Graduate, Business
Ryan Nealon's Waddell and Reed Experience June 2008 - January 2009
Job Profit Analyst at Linqservices
Industry Wholesale
Experience
Linqservices Inc. July 2015 - Present
Domino Foods, Inc. August 2014 - February 2015
Stanley, Black and Decker 2013 - 2014
Craft Oil Company February 2011 - May 2011
Diversified Information Technologies October 2010 - February 2011
Diversified Information Technologies September 2010 - October 2010
Diversified Information Technologies June 2010 - August 2010
Waddell and Reed June 2008 - January 2009
AXA Network January 2008 - January 2009
Skills
Supply Chain Management, Sales, Market Analysis, Customer Service, Finance, Marketing, Cross-functional Team..., CRM, Salesforce.com, Forecasting, PowerPoint, Process Improvement, Microsoft Excel, Microsoft Office, Team Building
Education
University of Scranton 2010 — 2011
Masters, Business Administration Operations Management
Mercyhurst College 2006 — 2008
Bachelor of Arts, Business Management
MERCYHURST NORTH EAST 2004 — 2006
Associate of Science, Business Administration
Linqservices Inc. July 2015 - Present
Domino Foods, Inc. August 2014 - February 2015
Stanley, Black and Decker 2013 - 2014
Craft Oil Company February 2011 - May 2011
Diversified Information Technologies October 2010 - February 2011
Diversified Information Technologies September 2010 - October 2010
Diversified Information Technologies June 2010 - August 2010
Waddell and Reed June 2008 - January 2009
AXA Network January 2008 - January 2009
Skills
Supply Chain Management, Sales, Market Analysis, Customer Service, Finance, Marketing, Cross-functional Team..., CRM, Salesforce.com, Forecasting, PowerPoint, Process Improvement, Microsoft Excel, Microsoft Office, Team Building
Education
University of Scranton 2010 — 2011
Masters, Business Administration Operations Management
Mercyhurst College 2006 — 2008
Bachelor of Arts, Business Management
MERCYHURST NORTH EAST 2004 — 2006
Associate of Science, Business Administration
Christopher W. Paschal's Waddell and Reed Experience January 2006 - March 2007
Job Looking for Career Change
Industry Education Management
Experience
Frazier Preparatory Academy August 2011 - Present
Fifth Third Bank January 2010 - January 2011
MetLife August 2007 - December 2009
Waddell and Reed January 2006 - March 2007
Illinois Service Federal Savings and Loan Association September 2002 - January 2006
Education
Keller Graduate School of Management of DeVry University 2002 — 2005
Master's Degree, Business Administration
Quincy University 1997 — 2002
Bachelors of Science, Finance
Frazier Preparatory Academy August 2011 - Present
Fifth Third Bank January 2010 - January 2011
MetLife August 2007 - December 2009
Waddell and Reed January 2006 - March 2007
Illinois Service Federal Savings and Loan Association September 2002 - January 2006
Education
Keller Graduate School of Management of DeVry University 2002 — 2005
Master's Degree, Business Administration
Quincy University 1997 — 2002
Bachelors of Science, Finance
Grant Brickley's Waddell and Reed Experience August 2007 - March 2009
Job Night Auditor, Key Lime Cove Resort
Industry Consumer Services
Experience
Key Lime Cove Water Park and Resort January 2015 - Present
Comfort Suites Hotel Johnson Creek June 2013 - December 2014
Bases Loaded, LLC January 2012 - May 2013
Waddell and Reed August 2007 - March 2009
Ameriprise Financial Services, Inc. November 2005 - March 2007
Skills
Finance, Management, Microsoft Excel, Investments, Financial Planning, Financial Analysis
Education
Iowa State University 1988 — 1994
Bachelor of Business Administration (BBA), Finance, General
Key Lime Cove Water Park and Resort January 2015 - Present
Comfort Suites Hotel Johnson Creek June 2013 - December 2014
Bases Loaded, LLC January 2012 - May 2013
Waddell and Reed August 2007 - March 2009
Ameriprise Financial Services, Inc. November 2005 - March 2007
Skills
Finance, Management, Microsoft Excel, Investments, Financial Planning, Financial Analysis
Education
Iowa State University 1988 — 1994
Bachelor of Business Administration (BBA), Finance, General
Terra Deupree's Waddell and Reed Experience March 2012 - Present
Job Receptionist at Waddell and Reed
Industry Financial Services
Experience
Waddell and Reed March 2012 - Present
Paragon Esthetics, Inc. January 2002 - January 2010
Education
Wellston High School 1995 — 1998
High School Diploma
University of Central Oklahoma
Waddell and Reed March 2012 - Present
Paragon Esthetics, Inc. January 2002 - January 2010
Education
Wellston High School 1995 — 1998
High School Diploma
University of Central Oklahoma
Ken Orgain's Waddell and Reed Experience 2012 - 2013
Job Curriculum Specialist at Pearson
Industry Education Management
Experience
Pearson September 2014 - Present
Waddell and Reed 2012 - 2013
Skills
Mathematics Education, Public Speaking, Project Management
Education
University of Maryland College Park
BA, Economics
Pearson September 2014 - Present
Waddell and Reed 2012 - 2013
Skills
Mathematics Education, Public Speaking, Project Management
Education
University of Maryland College Park
BA, Economics
T Rowe Price
The Blackstone Group
Pioneer Investments
Lazard
ING Investment Management
Deutsche Asset Management
Lazard Asset Management
Natixis Global Asset Management