Primary Job Title President Primary Organization 
Waddell & Reed
Location Overland Park, Kansas, United States Regions Midwestern US Gender Male
Brent Bloss is President of Waddell & Reed Financial, Inc. As President, he has leadership responsibility for the enterprise-wide operational execution of our strategic growth plans and initiatives. He has direct oversight for multiple functions, including the wealth management business, transfer agency, technology, legal/compliance,
investment risk management, investment operations and trading, human capital, corporate branding, and strategic acquisitions.
Mr. Bloss was appointed President in February 2020. He served as Chief Operating Officer from November 2017 to February 2020 and was Senior Vice President and Chief Financial Officer from February 2014 to February 2018. Mr. Bloss joined the company as Assistant Vice President and Assistant Treasurer in 2002 and held several finance positions prior to his appointment as CFO, including Principal Accounting Officer and Treasurer.
Prior to joining the company, Mr. Bloss was affiliated with the international accounting firm KPMG LLP, where he held the position of Senior Audit Manager, specializing in both financial service and transportation companies.
Mr. Bloss received his BS in Accounting from Missouri State University. He earned an MBA with a concentration in Finance from the University of Missouri-Kansas City. Mr. Bloss holds a CPA designation and is a member of the American Institute of Certified Public Accountants. He also holds a FINRA Series 27 Financial and Operations Principal license.
