Your financial journey needs thoughtful planning. No matter where you’ve set your investment sights, we'll help you plan to reach your destination.

Finance

Waddell & Reed

Waddell & Reed's headquarters in Mission, KS, United States

Philip J. Sanders

Shawn M. Mihal

Brent K. Bloss

Michael Strohm

Mark P. Buyle

Benjamin R. Clouse

Christopher W. Rackers

Daniel P. Hanson

Dennis E. Logue

Michael F. Morrissey

Jerry W. Walton

Thomas C. Godlasky

Kathie J. Andrade

James A. Jessee

Constance K. Weaver

Sharilyn S. Gasaway

This department provides advisory and investment services to clients, focusing on financial planning and asset management.

Financial Services

The Finance and Accounting team at Waddell & Reed is responsible for managing the company's financial operations, ensuring accurate reporting, and optimizing fiscal strategies. They oversee budgeting, financial analysis, and compliance while supporting investment planning initiatives. This team plays a crucial role in guiding clients' financial journeys through meticulous accounting practices and informed decision-making.

Finance and Accounting

The Legal and Compliance team at Waddell & Reed ensures that the company adheres to all regulatory requirements and industry standards while providing legal guidance on business operations. This team works collaboratively with senior leadership and the board to mitigate risks, safeguard company assets, and promote ethical practices, enabling the organization to pursue its financial planning goals responsibly.

Legal and Compliance

The Leadership Team at Waddell & Reed is responsible for setting the strategic direction and vision of the company, ensuring that financial planning services align with client needs and market trends. Composed of senior executives from various functional areas, the team collaborates to drive growth, manage risk, and uphold governance standards while fostering a culture of excellence and client-centric service.

Leadership Team

The Operations Team at Waddell & Reed streamlines internal processes to enhance efficiency and support the company's strategic goals. They manage sourcing, recruitment, project execution, and workflow optimization, while leveraging data analysis to inform decision-making. This team ensures that resources are effectively allocated and operational systems run smoothly, facilitating a seamless financial planning experience for clients.

Operations Team

The Engineering and Technical Roles team at Waddell & Reed is responsible for developing and maintaining the company's technological infrastructure, ensuring the security of sensitive financial data, and optimizing middleware systems for seamless integration of applications. This team also conducts surveillance and monitoring to prevent fraudulent activities, facilitating a secure and efficient environment for the financial planning and investment processes.

Waddell & Reed

Org chart

Board & advisors

Teams

Financial Services

Finance and Accounting

Legal and Compliance

Leadership Team

Operations Team

Engineering and Technical Roles

Offices

Waddell & Reed

Org chart

Board & advisors

Teams

Financial Services

Finance and Accounting

Legal and Compliance

Leadership Team

Operations Team

Engineering and Technical Roles

Offices

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