CLOs on the Move

Waddell and Reed

www.waddell.com

 
Since opening our doors in 1937, our approach has remained decidedly simple, genuine and straightforward: know our clients well, treat them with respect and measure our success by their success. Our personal approach is the reason Waddell & Reed advisors typically enjoy long-lasting client relationships. We take your journey seriously, and will be there every step of the way, focusing on these key principles: Listening. To us, success demands not only a deep understanding of your objectives, but your needs, values, time horizon, risk tolerance and expectations. Planning. By building personalized plans supported with highly competitive investment products and dedicated ...
  • Number of Employees: 1K-5K
  • Annual Revenue: > $1 Billion
  • www.waddell.com
  • 6300 Lamar Avenue
    Overland Park, KS USA 66202
  • Phone: 913.236.2000

Executives

Name Title Contact Details
Shawn Scholz
Vice President of Wealth Management Compliance Profile
Shawn Scholz
Vice President Wealth Management Compliance Profile
Jeff Rowe
AVP Retirement Services Compliance Profile
Jeff Clevenger
Chief Compliance Officer and AML Compliance Officer Profile
Mark Buyle
Senior Vice President, General Counsel and Chief Legal Officer Profile

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Financial Recovery Strategies

FRS is a leading class action settlement claims recovery consulting firm.  Its mission is to provide its clients with industry leading services without up-front cost or risk, while adhering to the highest level of professional ethics and standards.  FRS provides a vast array of services, including providing effective notification of settlements in which they may be eligible; performing research to assure that all appropriate businesses are included in the claim process; providing advice on what, if any, documents need to be collected, and, when required documents are not available or are too burdensome to collect, developing alternate means to satisfy documentation requirements; preparing, assembling, submitting claims packages and managing them throughout the administration process, including addressing any concerns or questions raised by claims administrators; providing regular updates on the recovery process and related developments; and auditing payments to identify and resolve any underpayments.  Founded in 2008, FRS has already been responsible for obtaining for its clients over $100 million in class action settlement recoveries.