Waddell & Reed Financial Appoints Meltzer as Chief Technology Officer
August 17 2020 - 4:30PM
Business Wire
Company
taking additional steps to advance digital & technology
capabilities across the enterprise
Waddell & Reed Financial, Inc. (NYSE: WDR) today announced
it has named Eric J. Meltzer as Senior Vice President, Chief
Technology Officer. He will serve as a member of the firm’s
Executive Leadership team and lead the technology teams dedicated
to leveraging technology as a strategic asset across the
organization, overseeing areas including enterprise technology
architecture and infrastructure, cybersecurity, application
development and data integration, and service delivery
management.
Meltzer, a 20-year industry veteran with extensive experience at
major financial industry firms, reports to Brent K. Bloss,
President of Waddell & Reed Financial, Inc. His expertise spans
broad aspects of business technology, including modernizing complex
systems through thoughtfully-phased re-architecture, redesign and
maximizing operational effectiveness.
Prior to joining Waddell & Reed Financial, he served as
Chief Technology and Operations Officer at OppenheimerFunds, where
he led a team of nearly 1,000 people and oversaw multiple
functions, including technology, operations and cybersecurity.
His prior experience also includes serving as Chief Technology
Officer at Putnam Investments, where he led a 300-person team and
oversaw the creation and execution of a technology strategy that
enhanced applications, infrastructure and telecommunications.
Earlier in his career, he worked at a number of Wall Street
firms, including Deutsche Bank and Kidder Peabody & Co.
“Technology is a key component of our growth strategy and I am
extremely pleased that Eric will lead our efforts in this area
moving forward. As we continue to implement additional digital and
technology capabilities, Eric and his team will be central to that
effort,” said Bloss. “Through effective use of digital technology
capabilities we can continue to enhance our client, affiliated
advisor and employee experiences while also becoming more
operationally productive and efficient across the enterprise.”
About the Company
Through its subsidiaries, Waddell & Reed Financial, Inc. has
provided investment management and financial planning services to
clients throughout the United States since 1937. Today, we
distribute our investment products through the unaffiliated channel
(encompassing broker/dealer, retirement, and registered investment
advisors), our broker-dealer channel (through independent financial
advisors), and our Institutional channel (including defined benefit
plans, pension plans, endowments and subadvisory relationships).
For more information, visit ir.waddell.com.
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version on businesswire.com: https://www.businesswire.com/news/home/20200817005499/en/
Media Contact: Roger Hoadley VP, Director of Communications
913-236-1993 rhoadley@waddell.com
Investor Contact: Mike Daley VP, Investor Relations 913-236-1795
mdaley1@waddell.com
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