Regina Campbell

Regina Campbell Email and Phone Number

Vice President, Wealth Manager Operations at Waddell & Reed @ LPL Financial
san diego, california, united states
Regina Campbell's Location
Kansas City Metropolitan Area, United States
Regina Campbell's Contact Details

Regina Campbell personal email

n/a
About Regina Campbell

High energy Operations Executive with 16+ years of leadership experience in the financial industry. Effective communicator and analytical thinker with proven ability to develop and supervise in fast-paced environments. Operations expert with unmatched skills in leadership and employee development.

Regina Campbell's Current Company Details
LPL Financial

Lpl Financial

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Vice President, Wealth Manager Operations at Waddell & Reed
san diego, california, united states
Website:
lpl.com
Employees:
7900
Regina Campbell Work Experience Details
  • Lpl Financial
    Vice President Operations, Business Owner
    Lpl Financial May 2021 - Present
    Overland Park, Kansas, United States
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  • Waddell & Reed
    Vice President, Broker Dealer Operations
    Waddell & Reed Jan 2017 - Apr 2021
    Kansas
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  • Waddell & Reed
    Avp Of Operations
    Waddell & Reed Aug 2013 - Jan 2016
    22 total years with Waddell & Reed, in Operations
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  • Waddell & Reed Financial Services
    Director Of Operations, Client Services
    Waddell & Reed Financial Services Dec 2008 - Aug 2013
    Responsible for overseeing processes and resources within five operations units, including mail room operations. Oversight includes working directly with the front line managers of each unit to enhance business processes, improve employee development and manage employee performance using quality and productivity metrics, all in an effort to provide quality services to our shareholders.
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  • Waddell & Reed Financial Services
    New Business Manager
    Waddell & Reed Financial Services Jul 2006 - Dec 2008
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  • Waddell & Reed Financial Services
    New Business Unit Coordinator
    Waddell & Reed Financial Services Jan 2005 - Jul 2006
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  • Waddell & Reed Financial Services
    New Business Senior Associate
    Waddell & Reed Financial Services Jul 1999 - Jan 2005
    Worked directly with financial advisors to resolve new orders, transfer of asset, rollover and investment deficiencies. Assisted with department training and maintaining department reference materials for associates. Participated in a pilot group that helped develop the Client Services division's cross training program.
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  • Waddell & Reed Financial Services
    Special Offerings Senior Associate
    Waddell & Reed Financial Services Nov 1996 - Jul 1999
    Reviewed and intitated client transfer of proceeds and rollovers from other mutual fund companies (OMF) to Waddell & Reed. Responsible for responding to correspondence recevied from OMFs to resolve deficiencies in order to successful take receipt of assets. Managed a manual follow-up process with the OMFs for transfer requests.
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  • Waddell & Reed Financial Services
    New Business Associate
    Waddell & Reed Financial Services Oct 1995 - Nov 1996
    Entry level position that included establishing new client accounts, processing client investments and paying companying billings.
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  • Blue Springs Nissan
    Title Clerk / Receptionist
    Blue Springs Nissan 1993 - 1995
    Blue Springs, Missouri

Regina Campbell Skills

Mutual Funds Financial Services Investments Management Relationship Management Process Improvement Operations Management Training Risk Management Leadership Series 7 Customer Service Insurance Wealth Management Retirement Planning Strategic Financial Planning Series 63 Securities Financial Planning Business Process Improvement Microsoft Excel

Regina Campbell Education Details

Frequently Asked Questions about Regina Campbell

What company does Regina Campbell work for?

Regina Campbell works for Lpl Financial

What is Regina Campbell's role at the current company?

Regina Campbell's current role is Vice President, Wealth Manager Operations at Waddell & Reed.

What is Regina Campbell's email address?

Regina Campbell's email address is rc****@****ell.com

What is Regina Campbell's direct phone number?

Regina Campbell's direct phone number is +171797*****

What schools did Regina Campbell attend?

Regina Campbell attended Baker University, Friends University.

What skills is Regina Campbell known for?

Regina Campbell has skills like Mutual Funds, Financial Services, Investments, Management, Relationship Management, Process Improvement, Operations Management, Training, Risk Management, Leadership, Series 7, Customer Service.

Who are Regina Campbell's colleagues?

Regina Campbell's colleagues are Sally Werner, Joseph Scharfbillig, Adam Crandall, Ricp®, Nate Musterer, Hannah Rogers, Kathy Wiles, Preston Zale.

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