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

Similar Companies

Mapleton Investments

Mapleton Investments is a Los Angeles, CA-based company in the Financial Services sector.

Cu Corporation

Cu Corporation is a Saskatoon, SK-based company in the Financial Services sector.

EurOrient Financial Group

EurOrient Financial Group (EurOrient) is the sponsor of Global Bank. Founded in 1988, EurOrient is a private sector global development finance institution accredited by United Nations General Assembly on Financing for Development. Its mission is, in part, to support the economic and social development efforts of less-developed countries as they seek achievement of internationally agreed upon development goals, including those contained in the Millennium Declaration. It also works to implement the recommendations of major United Nations conferences and summits. EurOrient`s strategic priorities are aligned to advance the United Nations` global priorities.   EurOrient Financial Group represents, develops and supports the collective interests of Global Bank and any and all of its business interests around the world. Global Bank is a full-fledged private sector global development bank in formation – the world`s second global development bank – positioned next to the World Bank Group and the preeminent regional development banks (MDBs). It combines the characteristics of a multilateral development bank with those of a private financial institution. The main objective of Global Bank is to reduce poverty in middle-income countries and creditworthy poorer countries by promoting sustainable development. To this end, The Bank finances primarily public sector infrastructure projects and sustainable development through the provision of sovereign loans to developing countries.

ASB Capital Management

ASB Capital Management is one of the leading companies in the Financial Services sector.

columbus ventures

columbus ventures is a Alexandria, VA-based company in the Financial Services sector.