Friday, March 8, 2013

Tolman selected by Waddell & Reed for career development conference

Shawn Tolman

Shawn Tolman has been named one of Waddell & Reed’s financial advisers qualifying for the firm’s Career Development Conference. The company holds this conference several times each year for financial advisers that have exhibited initial success in the industry based on an analysis of investment, insurance and financial planning sales. In order to help its advisers, Waddell & Reed hosts the weeklong conference to emphasize business and marketing planning, the financial planning process, asset allocation, retirement planning, values and client relationships.

Tolman has been a professional in the financial services industry 10 years. He joined Waddell & Reed in 2011. Tolman earned a bachelor’s degree from Utah State University and an MBA from WGU.