Terry L. Lister
Plus aucun poste en cours
Profil
Terry L.
Lister worked as a Director at Certified Financial Planner Board of Standards, Inc. and as a Senior VP, Chief Regulatory & Compliance Officer at both Waddell & Reed LLC and Ivy Distributor, Inc.
Anciens postes connus de Terry L. Lister
| Sociétés | Poste | Fin |
|---|---|---|
Certified Financial Planner Board of Standards, Inc.
 Certified Financial Planner Board of Standards, Inc. Miscellaneous Commercial ServicesCommercial Services Certified Financial Planner Board of Standards, Inc. is a non-profit organization that grants the Certified Financial Planner? (CFP) certification. CFP professionals offers budgeting, tax management, and financial services. The company was founded in 1985 and is headquartered in Washington, DC. | Directeur/Membre du Conseil | 01/01/2012 |
Waddell & Reed LLC
 Waddell & Reed LLC Investment ManagersFinance Waddell & Reed LLC operates as an asset management and financial planning company. It serves the financial needs of families, individuals and businesses. The company was founded by Chauncey Waddell and Cameron Reed in 1937 and is headquartered in Overland Park, KS. | Compliance Officer | - |
Ivy Distributor, Inc.
 Ivy Distributor, Inc. Investment Banks/BrokersFinance Part of Macquarie Group Ltd., Ivy Distributor, Inc. is a company based in Overland Park, KS. | Compliance Officer | - |
Expériences
Fonctions occupées
Sociétés liées
| Entreprise privées | 3 |
|---|---|
Certified Financial Planner Board of Standards, Inc.
Certified Financial Planner Board of Standards, Inc. Miscellaneous Commercial ServicesCommercial Services Certified Financial Planner Board of Standards, Inc. is a non-profit organization that grants the Certified Financial Planner? (CFP) certification. CFP professionals offers budgeting, tax management, and financial services. The company was founded in 1985 and is headquartered in Washington, DC. | Commercial Services |
Ivy Distributor, Inc.
Ivy Distributor, Inc. Investment Banks/BrokersFinance Part of Macquarie Group Ltd., Ivy Distributor, Inc. is a company based in Overland Park, KS. | Finance |
Waddell & Reed LLC
Waddell & Reed LLC Investment ManagersFinance Waddell & Reed LLC operates as an asset management and financial planning company. It serves the financial needs of families, individuals and businesses. The company was founded by Chauncey Waddell and Cameron Reed in 1937 and is headquartered in Overland Park, KS. | Finance |
