Regina Campbell Email & Phone Number

Overland Park, Kansas, United States

Kansas

22 total years with Waddell & Reed, in Operations

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.

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.

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.

Entry level position that included establishing new client accounts, processing client investments and paying companying billings.

Blue Springs, Missouri

Business, Management, Marketing, And Related Support Services

Business