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Local support

Meet our local team of professionals who know your market – and office in your building, city or region – and serve as first responders in the areas of:

  • Practice development, including assistance developing sales skills, mining new business, building your team, creating a succession plan.
  • Marketing and business development, including assistance in defining your business model, developing marketing plans and strategies, promoting your brand, and coordinating tactical plans for public relations, advertising, sponsorships, outreach and events.
  • Operations and technology support for system set up and training, troubleshooting, using client sales experience tools, and navigating portal and desktop platforms.

Our local professionals are lead by our in-market complex manager who provides guidance through the arc of your practice’s life, from exploration to transition to daily operations to succession.

New England- Greater New York Market Management Staff

Josh Ferreira

Josh Ferreira

Area Sales Leader

860-308-2006

860-560-0455

William Rambo

William Rambo

Director, External Practice Development

401-885-2342

401-885-4591

New England- Greater New York Market Support Staff

Emily Bidwell

Emily Bidwell

Branch Office Associate

860-424-0004 x100

860-560-0455

Karen Reilly

Karen Reilly

Market Administrative Assistant

203-288-2990 x100

203-288-2770

Emma Lostimolo

Emma Lostimolo

Branch Administrative Assistant

603-431-8173 x100

603-431-8232

Victoria (Vicki) Sepe

Victoria (Vicki) Sepe

Branch Administrative Assistant

781-933-2067 x100

781-933-4385

Activate your opportunity at Waddell & Reed. Contact us today.

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