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

Sandgrain Securities

Sandgrain Securities is a Garden City, NY-based company in the Financial Services sector.

AH and A Services

AH and A Services LLC is a Key Biscayne, FL-based company in the Financial Services sector.

Schowalter

Schowalter is a Saint Louis, MO-based company in the Financial Services sector.

Blue Moon Investments Inc

Blue Moon Investments Inc is a Inglewood, CA-based company in the Financial Services sector.

Technology Venture Partners Pty

Technology Venture Partners Pty is a Palo Alto, CA-based company in the Financial Services sector.