Professional

Company Name

Waddell & Reed

Job Title

Senior Financial Advisors

Job Description

Financial planning with investment and insurance products

Type of business/industry

Financial Planning

Education

BA University of California Berkeley in French, teaching degree, CMFC

Areas of Knowledge

varied areas of financial planning, marriage, divorce, inheritance, estate settlement, trusteeship, children, eldercare

Other Memberships

Southminster Presbytarian Church, secretary of Foundation board