Waddell & Reed, Inc. adds market director and area sales leaders in West and Central regions
Oct. 21, 2019 – Waddell & Reed’s growth continues with the hiring of leaders in the West and Central regions. Our field leaders, which include market directors and area sales leaders, concentrate on attracting experienced, independent financial advisors to the firm’s national network and helping advisors leverage firm resources to grow their businesses.
Kim Dexter, Market Director
Kim leads the Oregon market. Formerly a financial advisor, he has been part of the Waddell & Reed leadership team in the Northern Rockies market since 2012.
David Spataro, Area Sales Leader
David works in the Four Corners market that includes Colorado, Utah, Arizona and New Mexico. He brings 15 years’ experience in the financial services industry, nine of which have been with Waddell & Reed.
Sean Rapp, Area Sales Leader
Sean covers the Southern California market. He has 20 years’ experience in financial
services as a financial advisor, wholesaler and manager at Merrill Lynch, BBVA Compass, Transamerica and Principal.
Jonathan Graham, Area Sales Leader
Jonathan covers the Minnesota market and has more than 20 years’ experience in financial services, including roles in the Los Angeles ultra-high net worth private banking space and at JP Morgan as a recruiter and manager of its mass affluent strategy.
We welcome these leaders and the expertise they bring to our organization as they connect with experienced advisors, strengthen advisor service and satisfaction, and continue to build our presence in communities across the country.