Work:
Waddell & Reed
Value Add Marketing Program Manager
J.p. Morgan May 1, 2003 - Mar 1, 2012
Vice President of Research and Analysis
American Century Investments Aug 1, 1991 - May 1, 2003
Director of Research and Analysis
Education:
Northwest Missouri State University Jan 1, 1982 - Dec 31, 1987
Northwest Missouri State University
Bachelors, Bachelor of Science, Marketing, Business Management
Skills:
Market Research
Analytics
Marketing Research
Competitive Analysis
Leadership
Segmentation
Financial Services
Analysis
Strategic Planning
Portfolio Management
Strategy
Management
Mutual Funds
Trading
Customer Insight
Business Analysis
Wealth Management
Asset Management
Team Leadership
Investments
Asset Allocation
Competitive Intelligence
Relationship Management
Series 7
Business Relationship Management
Certifications:
Marketing Foundations: Customer Segmentation
