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.
Amanda Wheeler
General Ledger Accounting Mana...
Benjamin R. Clouse
Senior Vice President, Chief F...
Brett Stegall
Accountant
David Roberts
Certified Financial Planner
Leslie van Luvan
Staff Accountant
Mary Gauldin
Senior Financial Investigation...
Monica Williams
Client Portfolio Manager
Nicholas Kayioni
Finance Intern
Sandra Collier
Director Of Accounting - Mutua...
Tanner Dutton
Income Tax Associate
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