Raymond James Financial Services
Industry: Investment banking company
DescriptionRaymond James Financial is an American multinational independent investment bank and financial services company providing financial services to individuals, corporations and municipalities through its ... Headquarters: St. Petersburg, FL Founder: Robert James Executives: Paul Reilly (Chairman and Chief Executive Officer), Subsidiaries: RAYMOND JAMES & ASSOCIATES, INC.,
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Raymond James Financial Services Employees
Capital Choice Financial Group June 2015 - Present
Fit For You Health Club October 2012 - June 2015
Financial Independence Group L.L.C March 2010 - December 2012
Suntiva LLC September 2010 - June 2012
Henderson Global Investors April 2008 - March 2010
Stout Risius Ross January 2007 - April 2008
Raymond James Financial Services February 2005 - December 2006
Skills
Analysis, Customer Service, Financial Analysis, Financial Modeling, Leadership, Marketing Communications, Marketing Strategy, Microsoft Excel, Microsoft Office, Product Marketing, Sales, Strategic Planning, Teamwork, Team Building
Education
Michigan State University 2003 — 2007
B.S., Finance
American Portfolios September 2007 - Present
A. Geoffrey Wade Financial Services, LLC August 2005 - Present
Raymond James Financial Services August 2005 - September 2007
Morgan Stanley March 1999 - August 2005
Skills
Investments, Insurance, Mutual Funds, Sales Management, Fixed Annuities, Strategic Planning, Team Building, Real Estate, Wealth Management, Investment Advisory, Retirement Planning, Asset Allocation, Series 7, Estate Planning, Retirement, Strategic Financial..., Securities, Life Insurance, Long-term Care, Portfolio Management, IRAs, Financial Planning
Education
DePauw University 1966 — 1967
Howe Military School 1960 — 1966
Raymond James Financial Inc. November 2013 - Present
Raymond James & Associates, Inc July 2011 - Present
Raymond James & Associates, Inc January 2007 - June 2011
Raymond James Financial Services January 2005 - December 2006
Education
Florida State University
BS, Accounting
RidgeHaven Capital LLC 2015 - Present
Seeking Alpha June 2012 - Present
TheStreet March 2014 - Present
Berkshire Hathaway November 2013 - April 2014
McKesson July 2012 - November 2013
MeadWestvaco June 2010 - July 2012
Timmons Group January 2008 - April 2010
KPMG August 2005 - December 2007
KPMG Audit August 2005 - July 2007
Raymond James Financial Services March 2004 - January 2005
Skills
SSRS, SQL, Oracle SQL, Financial Analysis, SQL Server, Financial Reporting, Financial Accounting, SAP BW, Oracle, Value Investing, Financial Markets, Financial Statements, Accounting, General Ledger, Auditing, Account Reconciliation, Hyperion Enterprise, Analysis, GAAP, Finance, Accounts Receivable, Microsoft SQL Server, Hyperion
Education
James Madison University 2003 — 2005
MSA, Accounting
William & Mary 1999 — 2002
BBA, Finance
PHHS 1994 — 1998
DWH, LLC (DWH) July 2014 - Present
M. King Consulting September 2012 - Present
Alliant Healthcare Products September 2012 - September 2013
Alliant Healthcare Products 2011 - September 2012
Thermo Fisher Scientific December 2008 - March 2010
Eaton Corporation January 2008 - December 2008
Eaton Corporation 2006 - 2007
Eaton Corporation April 2004 - September 2006
Eaton Corporation September 2001 - April 2004
Raymond James Financial Services February 2000 - August 2001
Skills
Forecasting, Process Improvement, Cost Management, Project Management, Financial Reporting, Financial Accounting, Financial Modeling, Process Control, Training, Cost Accounting, Acquisition Integration, Plant Operations, Restructuring, Employee Engagement, Working Capital..., QuickBooks, JD Edwards, Oracle Applications, System Implementations, Analysis, Financial Analysis, Variance Analysis, Sarbanes-Oxley Act, Mergers & Acquisitions, Business Process...
Education
Kettering University
Masters of Science, Operations Management
Western Michigan University - Haworth College of Business
Raymond James Financial Services October 2007 - Present
Skills
Finance, Retirement Planning, Investments, Financial Advisory, Team Building, Financial Planning, Retirement, Asset Allocation, Investment Strategies, Small Business, Financial Planners, Securities, Management, Strategic Financial..., Project Planning, Personal Finance, Tax, Sales, Wealth Management, Accounting, Financial Risk
Education
Bowling Green State University 1972 — 1977
College for Financial Planning
CFP
Bupa Global Latin America May 2015 - Present
Assurant Solutions June 2013 - May 2015
Strayer University April 2011 - May 2013
Strayer University September 2009 - April 2011
Raymond James Financial Services January 2008 - March 2009
Barry University June 2006 - July 2007
Datapro, Inc August 2005 - June 2006
Skills
Adult Education, Website Development, Bilingual-Spanish, Event Management, Higher Education, Microsoft Office, Event Planning, Customer Service, PowerPoint, Outlook, Staff Development, Word, Business, Microsoft Word, Blackboard, Dreamweaver, HTML, Recruiting, Teaching, Budgets, Organizational..., Microsoft Excel, Instructional Design, Curriculum Design, Student Affairs, Distance Learning, Curriculum Development, Public Speaking, Career Counseling, E-Learning, Research, Training, Leadership Development, Admissions, Enrollment Management, Human Resources, Management, Leadership, Student Recruiting, Academic Advising, Career Development, Payroll, PeopleSoft, Employee Benefits, Conflict Resolution, Coaching, Employee Training, Interviews, College Recruiting, Campus
Education
Dale Carnegie 2014 — 2014
Certification: Skills Presentation
Dale Carnegie 2013 — 2013
Certification: Cross Functional Team Effectiveness
Wilson Learning 2013 — 2013
Certfication: Building Relationship Versatility
Strayer University 2009 — 2013
Masters, Business Administration; Human Resources
Barry University 2004 — 2006
Bachelor of Science, Professional Administration; Human Resources
Universidad del Norte 1996 — 2001
Administracion de Empresas
Fidelity Investments April 2015 - Present
Raymond James Financial Services March 2010 - April 2015
Edward Jones July 2005 - March 2010
Education
Brigham Young University 2001 — 2004
Bachelors, Business Management
Core Financial Group 2009 - Present
Raymond James Financial Services January 1998 - Present
Sisko Property Managment 2005 - 2010
Skills
Series 7, Investment Advisory, Asset Allocation, Retirement, Insurance, Retirement Planning, FINRA, Mutual Funds, 401k, Stocks, Fixed Annuities, Strategic Financial..., Financial Planners, Finance, Financial Planning, Wealth Management, IRAs, Financial Modeling, Series 24, Disability Insurance, Long-term Care, Estate Planning, Series 63, Investments, Corporates, Bonds, IRA's, Annuities, Asset Management, Investment Strategies, Portfolio Management, Insurance Planning, Fixed Income, Series 66
Education
Boston University 1975 — 1979
Boston University 1974 — 1978
Corvias Foundation 2010 - 2013
Washington Courage & Renewal 2009 - 2010
Raymond James Financial Services 2007 - 2009
Parker Tax Accounting 1996 - 2007
Skills
Nonprofits, Management, Program Management, Fundraising, Analysis, Marketing, Strategy, Project Planning, Leadership Development, Event Planning, Event Management, Community Outreach, Data Management, Sponsorship Relations, Customer Service
Education
Washington State University
Bachelor of Science, Outdoor Management
Edmonds Community College
Certification, Project Management and Program Management
North Seattle College
Certification, Tax Accounting and Bookkeeping
Raymond James Financial Services August 2014 - Present
Raymond James Financial Services September 2010 - July 2014
Raymond James Financial Services, Inc. January 2006 - September 2010
Raymond James Financial Services June 2004 - December 2005
T. Rowe Price 2000 - 2004
Skills
Series 24, Asset Managment, Series 7, Series 66, Securities, FINRA, Mutual Funds, Series 63, Uniform Combined State..., Investment Advisory, Wealth Management, Retirement Planning, Investments, Asset Allocation, Financial Services, Series 6
Education
Florida State University - College of Business
Bachelor of Science, Finance, Marketing
University of Tampa
MBA, Management
Cetera Advisor Networks May 2012 - Present
Raymond James Financial Services November 2002 - February 2010
Allmerica Financial October 2000 - 2002
Rapley / VECO Engineering December 1995 - September 2000
Education
Colorado School of Mines 1986 — 1991
Bachelor of Science (Engeering), Mechanical and Electrical Engineering
Golden High School 1982 — 1985
Sycamore Financial Advisors November 2004 - Present
Raymond James Financial Services January 1999 - November 2002
American Express Financial Advisors June 1997 - September 1998
Skills
Portfolio Management, Stocks, Bonds, Mutual Funds, Financial Analysis, Valuation, Estate Planning, Risk Management, Retirement Planning, Pensions, Strategic Financial..., Personal Retirement..., Small Business..., Corporate Retirement..., Retirement, Investments, Long Term Care Insurance, Asset Allocation, Alternative Investments, Investment Advisory, IRAs, Finance, 401k Rollovers, Investment Strategies, Disability Insurance, Financial Advisory, 529 Plans, 401k, Roth IRA, Wealth Management..., College Savings Plans, ETFs, Retirement Plan..., Wealth Management, Simple IRA, Personal Financial..., Securities, SEP IRA, Separately Managed..., Investment Management, Qualified Retirement..., Personal Finance, Certified Financial..., Financial Planning
Education
Middle Tennessee State University 1972 — 1977
Bachelor of Business Administration (B.B.A.), Finance, English
Old Hickory Academy 1970 — 1972
Raymond James Financial Services November 2012 - Present
Chase Investments May 2003 - November 2012
Skills
Financial Advisory, Series 7, Financial Analysis, Wealth Management, Investments, Mutual Funds, Public Speaking, Strategic Financial..., Asset Allocation, Investment Strategies, Retirement Planning, Finance, Securities, Uniform Combined State..., Estate Planning, Retirement, Investment Advisory, Portfolio Management, Process Improvement, Fixed Annuities
Education
College for Financial Planning 2010 — 2013
Certifed Financial Planner, Certification
Cleveland State University 1991 — 1996
BA, ECON, PSYCH
Raymond James Financial Services April 2012 - Present
Raymond James Financial Inc. April 2011 - April 2012
Prive Realty Group 2003 - 2012
Grant Thornton LLP December 2009 - April 2011
Cherry, Bekaert & Holland LLP November 2007 - December 2009
Foster & Dunhill Planning, LLC January 2006 - November 2007
Deloitte & Touche LLP January 2003 - December 2005
Skills
Estate Planning, Income Tax, Accounting, Financial Analysis, Strategic Financial..., Business Strategy, Business Planning, New Business Development, Business Valuation, Strategic Planning, Management Consulting, Tax Law, Mergers & Acquisitions, Tax, Financial Advisory, Investments, Finance, Series 7, Financial Services, Financial Planners, Risk Management, Small Business, Wealth, High Net Worth..., Retirement, Estate Tax Planning, Fixed Annuities, CPA, Financial Planning, Wealth Management, Investment Advisory
Education
Florida State University - College of Business 2002 — 2003
Master's Degree, Accounting with Taxation Emphasis
Florida State University - College of Business 1999 — 2002
Bachelor's Degree, Accounting
Raymond James Financial Services November 2008 - Present
Falcon Financial Corp. November 2008 - Present
Morgan Stanley April 2000 - November 2008
Skills
Portfolio Management, Mutual Funds, Securities, Series 7, Financial Advisory, Retirement Planning, Uniform Combined State..., Licensed Life Insurance..., Series 63, Finance, Annuity Sales, FINRA, Estate Planning, Asset Allocation, Fixed Annuities, Series 66, Series 31, Series 9, Series 10
Education
Bentley University 1994 — 1998
Economics & Finance
Swampscott High School 1992 — 1994
St. John's Prep 1990 — 1992
Raymond James Financial Services March 2007 - Present
Education
Boston University - School of Management 1974 — 1978
Bachelor of Business Administration (BBA)
FirstBank Investment Partners July 2014 - Present
Southern Community Bank and The Financial Group, LLC August 2012 - June 2014
Rutherford County Young Republicans November 2010 - March 2013
Anthem Career College December 2010 - August 2012
Blue Horseshoe Investments and Research August 2004 - August 2012
Daymar Institute June 2011 - March 2012
Wells Fargo Advisors 2003 - 2004
U.S. Bank 2002 - 2003
Raymond James Financial Services February 2001 - January 2002
Dell January 2000 - February 2001
Skills
Investment Advisory, Wealth Management, Strategic Financial..., Leadership, Investments, Financial Analysis, Risk Management, Economics, Portfolio Management, Mutual Funds, Retirement, Teaching, Insurance, Securities, Public Speaking, Entrepreneurship, Banking, Financial Advisory, Customer Service, Small Business, Management, Research, Coaching, Marketing, Team Building, Life Insurance, Budgets, Estate Planning, Retirement Planning, Financial Modeling, Leadership Development, Public Relations, Fixed Annuities, Analysis, Strategic Planning, Options, Asset Managment, Building Relationships, Bonds, Annuities, Financial Planning, Budgeting, Asset Management, Problem Solving, Business Planning, Project Planning, Finance, Social Media, Financial Services
Education
Middle Tennessee State University 2010 — 2012
MA, Economics
Middle Tennessee State University 2006 — 2008
MBA, Finance
Western Kentucky University 1995 — 2000
BA, Economics, Spanish, Sociology
Ferguson Financial Planning July 2013 - Present
Raymond James Financial Services July 1995 - June 2013
Skills
Financial Advisory, Securities, Finance, Wealth Management, Retirement Planning, Investment Strategies, Portfolio Management, Uniform Combined State..., Series 7, Asset Allocation, Retirement, Mutual Funds, Investment Advisory, Investments, 401k, Fixed Annuities, Strategic Financial..., Estate Planning, Alternative Investments, Asset Management, Equities
Education
Siena College 1979 — 1981
BBA Finance, Marketing
Eastern Michigan University 1977 — 1979
None, General
Raymond James Financial Services April 2014 - Present
Raymond James Financial Inc. October 2010 - April 2014
Raymond James Financial Inc. April 2006 - October 2010
Skills
Microsoft Office, Analysis, Project Management, Business Analysis, Process Improvement, Finance, Program Management, Research, Public Speaking, SQL, Investments, Vendor Management, SDLC, Risk Management, Financial Services, Visio
Education
Boston University 2014 — 2015
Master's of Science in Project Management, Project Management
University of South Florida 2011 — 2013
Bachelor of Science (B.S.), Business Management
American Funds January 2013 - Present
Goldman Sachs March 2010 - January 2013
Franklin Templeton Investments November 2007 - March 2010
Raymond James Financial Services August 2005 - August 2007
Education
University of Tampa - John H. Sykes College of Business 2003 — 2005
MBA, Finance
Illinois State University 2001 — 2003
B.S., Finance
State Farm September 2014 - Present
LifeVantage August 2014 - Present
Cognosante February 2014 - April 2014
ASPire Financial Services, LLC March 2013 - August 2013
Raymond James Financial Inc. January 2006 - March 2013
JL Ventures LLC February 2007 - September 2008
Raymond James Financial Inc. September 2001 - January 2006
Raymond James Financial Inc. March 2000 - September 2001
Raymond James Financial Inc. June 1999 - March 2000
RAYMOND JAMES FINANCIAL SERVICES August 1993 - June 1999
Skills
Performance Metrics, Development & delivery..., Operations Management, Situational Leadership, Strategic Communications, Strategic Planning, Team Building, Management, Leadership, Change Management, Vendor Management, Performance Management, Human Resources, Financial Services, Budgets, Business Analysis, 401k, Customer Service, Process Improvement, Insurance, Banking, Telephony, 403 b, Traditional IRA, Roth IRA, SEP IRA, Simple IRA, Series 7, IRAs, Mutual Funds, Retirement, Retirement Planning, Employee Benefits, Securities, FINRA, Investments, Strategic Financial..., Portfolio Management, Business Process..., Fixed Annuities, Finance, Investment Advisory, CRM, Training, Financial Advisory, Asset Management, Coaching, Analysis, Defined Benefit, Small Business
Education
Southern Illinois University, Edwardsville 1989 — 1993
Education/Music
Eastern Illinois University 1991 — 1992
Early Childhood Eduation
Southwestern Illinois College 1989 — 1992
AA, Elementary Education, Music
American Diabetes Association February 2013 - Present
Big Brothers Big Sisters of the Illinois Capital Region August 2000 - February 2013
Raymond James Financial Services September 1999 - August 2000
Northwestern Mutual February 1997 - August 1999
Skills
Community Outreach, Event Planning, Philanthropy, Program Development, Event Management, Community Development, Public Relations, Public Speaking, Annual Giving, Fundraisers, Volunteer Recruiting, Sponsorship, Diabetes, Giving Back, Social Media, Leadership Development, Program Management, Stewardship, Press Releases, Marketing, Newsletters, Board Development, Media Relations, Social Networking, Marketing Communications, Strategic Communications, Research, Grants, Internal Communications, Social Media Marketing, Strategic Planning, Facebook, Publicity, Budgets, Leadership, Advertising, Non-profit..., Grant Writing, Email Marketing, Raiser's Edge, Training, Donor Management, Marketing Strategy, Proposal Writing, Coaching, Association Management, Board Relations, Donations, Team Building, Alumni Relations
Education
Lincoln Land Community College 1994 — 1995
Business Administration and Management, General
Taylorville High School 1990 — 1994
High School Diploma
The Home Depot January 2012 - July 2014
Kendrew Development Services January 2006 - October 2013
Raymond James Financial Services June 2000 - July 2011
Skills
Business Analysis..., Outlook), Software..., Project Management..., time tracking tools,..., advanced quality..., execution, and defect..., Management, Project Management, Customer Service, Sales, Team Leadership, Negotiation
Education
Davenport University
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services, A
Southern Virginia University 2011 - Present
YSAs 2010 - Present
BYU Hawaii September 2010 - April 2011
Raymond James Financial Services 1996 - 2011
Skills
Finance, Investments, Financial Analysis, Public Speaking, Investment Advisory, Financial Advisory, Securities, Portfolio Management, Leadership, Strategic Planning, Strategic Financial..., Teaching, Research, Analysis, Microsoft Word, Time Management, Critical Thinking, Data Analysis, Editing, Financial Modeling, Business Strategy, Management, Entrepreneurship, Start-ups, Higher Education, Sales, Mergers, Team Leadership
Education
University of Phoenix 2000 — 2004
Doctorate, Organizational Leadership; Honesty Practices of Business Leaders
Harvard Business School 1984 — 1986
MBA, Investments
Southern Virginia University
Southern Virginia University
Raymond James Financial Services May 2003 - Present
AXA Advisors February 1996 - January 2001
Skills
Small Business, Series 7, Retirement, 401k, Retirement Planning, Mutual Funds, Wealth Management, Finance, Securities, Financial Advisory, Wealth, Portfolio Management, Estate Planning, Strategic Financial..., Equities, Disability Insurance, Insurance, Financial Planning
Education
Indiana State University - School of Business 1982 — 1987
BS, Accounting & Computer Science
Summer classes at Purdue, Notre Dame
Computer Science
Gradient Financial Group May 2014 - Present
Endura Financial September 2012 - April 2014
Raymond James Financial Services August 2010 - July 2012
Advanced Wealth Management Group April 2008 - August 2010
Wachovia Retirement Services September 2004 - April 2008
Galyan's April 2003 - September 2004
Skills
Investments, Estate Planning, Retirement Planning, Strategic Financial..., Asset Allocation, Fixed Annuities, Insurance, Risk Management
Education
The American College 2008 — 2010
CFP® Certification Program
Crown College 1995 — 1999
B.S., Business Administration
Wealth Management Advisors, LLC July 2015 - Present
Wealth Management Advisors August 2010 - July 2015
Colman Knight Advisory Group, LLC October 2001 - August 2010
Tucker Anthony November 1999 - October 2001
Raymond James Financial Services May 1998 - November 1999
Honeywell 1980 - 1988
Skills
Investments, Strategic Financial..., Asset Managment, Portfolio Management, Investment Advisory, Wealth Management, Financial Analysis, Retirement, Mutual Funds, Financial Advisory, Accounting, Retirement Planning, Estate Planning, Asset Allocation, Asset Protection, Personal Finance, Series 65, FINRA, Financial Planners, Small Business, Asset Management, Series 7, Financial Services, Finance
Education
Fisher College 1984 — 1986
AS
Raymond James Financial Services April 2010 - Present
Raymond James Financial June 2002 - May 2010
Push America January 2005 - September 2005
Skills
Retirement Planning, Estate Planning, Asset Allocation, Strategic Financial..., Wealth Management, Investment Advisory
Education
California State University-Fullerton
BA, Finance, Political Science
El Modena High School
GE Healthcare March 2012 - Present
GE Healthcare October 2010 - March 2012
General Electric 2008 - 2010
GE Capital 2006 - 2008
GE Capital 2002 - 2006
General Electric 2001 - 2002
Raymond James Financial Services 1996 - 1999
Skills
Channel Management, Market Development, Go-to-market Strategy, Segmentation, Six Sigma, Business Strategy, Sales Force..., Customer Experience, Cross-functional Team..., Marketing Strategy, Sales Management, Acquisition Integration, Sales Operations, Account Management, Analytics, Forecasting, Sales Effectiveness, Sales Process, Channel Partners, Program Management, Process Improvement, Salesforce.com, Cross Selling, Channel Strategy, Market Coverage, Commercial Operations, Leadership, Business Development, Commercial Excellence, Selling, Management
Education
The University of Connecticut School of Business 1999 — 2001
MBA, Finance & Marketing
Columbia Business School 2010 — 2010
Global Account Management Certification, Sales Management
The University of Connecticut School of Business 1992 — 1996
Business Administration, Finance
Fisette Financial Services, LLC, An Independent Firm February 2010 - Present
Raymond James Financial Services February 2010 - Present
Merrill Lynch January 2001 - February 2010
Bank of America 2000 - 2002
Bank of America 1997 - 1998
U.S. Coast Guard 1976 - 1996
Skills
Portfolio Management, Retirement Planning, Wealth Management, Strategic Financial..., Securities, Financial Advisory
Education
Seattle University 1993 — 1996
Master of Science, Finance
George Mason University 1987 — 1993
BS, Decision Science & Management Information Systems
Raymond James Financial Inc. September 2013 - Present
Raymond James Financial Services 2003 - August 2013
Raymond James Financial Services 1998 - 2003
Skills
Series 7, Investment Advisory, Asset Allocation, Financial Advisory, Series 24, Strategic Financial..., Investments, Series 63, Securities, Uniform Combined State..., 401k, FINRA, Estate Planning, Alternative Investments, Asset Managment, Financial Services, IRAs, Financial Planners, Series 65, Asset Management, Financial Planning, Finance
Education
Indiana University of Pennsylvania 1982 — 1986
BS, Business Administration
University of Florida - Warrington College Of Business
MBA, Business Administration and Management, General
Advanced Financial Strategies - an Independent Firm April 2008 - Present
Raymond James Financial Services February 2008 - Present
Specialized Title Services, Inc. May 1998 - February 2009
Skills
Retirement Planning, Investment Advisory, Wealth Management, Strategic Financial..., Financial Advisory, Investments, Securities, Real Estate, Portfolio Management, Finance, Retirement, Underwriting, Mutual Funds, Insurance, Estate Planning, Series 7, Fixed Annuities, Due Diligence, 401k, Business Development, Analysis, Strategic Planning, Asset Management, Financial Modeling, Series 63, Financial Analysis, Mergers & Acquisitions, Valuation, Asset Allocation, Risk Management, Small Business, Mortgage Lending, Banking, Employee Benefits, Series 6, Loans, Strategy, Long-term Care, Financial Services, Disability Insurance, Corporate Governance, Business Planning, Commercial Real Estate, Investment Strategies, Health Insurance, Entrepreneurship, Financial Planning
Education
Georgia State University 2002 — 2005
BBA, magna cum laude, International Business Management
American University 1998 — 2001
N/A, US Foreign Policy, Justice and Diplomacy
Atlanta International School 1984 — 1998
Bilingual IB
Medtronic Diabetes December 2012 - Present
USAA February 2010 - August 2012
MassMutual Financial Services December 2008 - January 2010
Raymond James Financial Services May 2007 - November 2008
Baxter BioScience December 2004 - May 2007
Zimmer April 2001 - December 2004
Skills
Customer Service
Education
Old Dominion University 1996 — 1998
MS, Education
California State University-Sacramento 1992 — 1996
BS, Physical Education
Boston Advisors, LLC December 2014 - Present
Cornerstone Financial Partners LLC May 2013 - December 2014
Raymond James Financial Services May 2012 - December 2014
Cornerstone Financial Partners LLC May 2012 - May 2013
State Street Corporation June 2011 - August 2011
Education
Level III Candidate in the CFA Program
College for Financial Planning
Accredited Wealth Management Advisor
Gordon College 2008 — 2012
Bachelor's, Finance, Economics
Raymond James Financial Services September 1996 - Present
Skills
Strategic Financial..., Securities, Financial Advisory, Retirement, Estate Planning, Finance, Investments, Management, Financial Analysis, 401k, Retirement Planning, Wealth Management, Financial Services, Strategic Planning, Leadership, Mutual Funds, Financial Planning, Customer Service, Series 7, Asset Management
Education
College for Financial Planning 1994 — 1997
CFP Professional Education Program, Comprehensive Financial Planning
Defense Language Institute 1988 — 1989
Foreign Language Center, Civil Affairs
Northeastern State University 1979 — 1983
Bachelor of Science, Business Administration
Leadership & Reputation Academy
FINRA (Financial Industry Regulatory Authority) July 2013 - Present
Interactive Brokers Group August 2009 - July 2013
Raymond James Financial Services October 2007 - May 2009
Skills
International Finance, Operational Strategy, Business Process..., Financial Analysis, Account Reconciliation, Cost-benefit Analysis, Mentoring Of Staff, Compliance, Sales Operations, P&L Accountability
Education
Bentley University 2005 — 2009
Bachelor of Science, Corporate Finance and Accounting
Raymond James Financial Services June 2011 - Present
Education
Grand Valley State University 2002 — 2006
Group Science Major Biology Emphasis, Elementary Education and Teaching
Grand Valley State University 2002 — 2006
The Northern Trust Company March 2013 - Present
The Northern Trust Company January 2001 - March 2013
Vision Investment Services, Inc. January 2001 - September 2011
Raymond James Financial Services August 1998 - December 2000
The Harrell Corporation June 1995 - August 1998
Overmeyer, Penning and Associates, Inc. December 1993 - June 1995
Skills
Registered..., Certified Financial..., Asset Allocation, Investments, Retirement Planning
Education
Eckerd College 1989 — 1993
Bachelor of Arts, International Business
Forest High School - Ocala Florida 1985 — 1989
Raymond James Financial Services 2009 - Present
Local Agency Formation Committee (LAFCO) March 2010 - Present
Carpinteria Sanitary District January 1997 - Present
California Association of Sanitation Agencies August 2009 - Present
Raymond James Financial Services, Inc May 2009 - Present
Carpinteria Lions Club July 2014 - Present
Carpinteria Lions Club July 2013 - June 2014
California Avocado Festival January 2001 - December 2013
Carpinteria High School August 1996 - December 2011
Skills
Investments, Securities, Financial Advisory, Portfolio Management, Retirement Planning, Public Speaking, Series 7, Estate Planning, Marketing, Financial Planners, Coaching, Wealth Management, Strategic Financial..., Mutual Funds, Retirement, Asset Allocation, Insurance, Series 63, Fixed Annuities, Asset Managment
Education
California State University-Northridge 1982 — 1985
Political Science and Government
Santa Barbara City College 1980 — 1982
Law and Society
Frampton Kimmel Group June 2002 - Present
Raymond James Financial Services, Inc. Member FINRA/SIPC July 1997 - Present
Raymond James Financial Services July 1997 - Present
Members Investment Services July 1997 - June 2002
Education
College for Financial Planning 1999 — 2003
Hendershot Financial Group April 2009 - Present
Lincoln Investment Planning April 2009 - Present
Sovereign Bank September 2004 - April 2009
Raymond James Financial Services December 1994 - December 2003
Home Federal Savings Bank/Farmers & Mechanics Bank/Mercantile June 1985 - December 2003
Skills
Coaching, Financial Training, Retirement Educator, Advisor Development, Career Guidance, Talent Acquisition, Strategic Financial..., Advisory Services and..., Wealth Management, Onboarding, Mutual Funds, Series 7, Retirement Planning, Securities, Asset Allocation, FINRA, Investments, Fixed Annuities, Series 24, Uniform Combined State..., Series 65, Asset Managment
Education
Hood College 1986 — 1989
MBA, Human Resource Management/Marketing
James Madison University 1980 — 1984
BA, Finance and Economics
James Madison University - College of Business 1980 — 1984
BS, Finance and Economics
North Hagerstown High School 1976 — 1980
College Bound
Raymond James Financial Services February 2007 - Present
Skills
Investment Advisory, Retirement Planning, Investment Strategies, Retirement Plan..., Retirement Income..., Retirement Solutions
Education
Florida State University 2010 — 2011
Certificate in Financial Planning, Financial Planning
Delta State University 2004 — 2008
Master of Business Administration (MBA), Business Administration, Management and Operations
Delta State University 1998 — 2003
Bachelor's Degree, Business Administration, Management and Operations
Peoples Bank February 2013 - Present
Raymond James Financial Services February 2013 - Present
Huntington National Bank February 2010 - February 2013
Chase October 2008 - October 2009
Huntington National Bank September 2000 - October 2008
Skills
Banking, Consumer Lending, Loans, Retail Banking, Customer Service, Investments, Commercial Lending, Cross Selling, Installment Loans, Series 6, Teamwork, Retirement Planning, Series 63
Education
Hocking College
Raymond James Financial Services June 2012 - Present
Skills
Managing Finances, Series 7, Retirement Planning, Wealth Management, Managing Accounts, Investment Advisory, Series 63, Asset Allocation, Mutual Funds, Retirement, Securities, Investment Strategies, Financial Advisory, Business Control, 401k Rollovers
Education
Malone College 1996 — 1998
Bachelor of Business Administration (B.B.A.)
Kent State University 1991 — 1994
Associate of Science (A.S.), Electrical and Electronics Engineering
Tusky Valley 1970 — 1984
Camelback Wealth Strategies, LLC March 2008 - Present
LPL Financial 2008 - Present
Raymond James Financial Services March 1994 - March 2008
Skills
Retirement Planning, Estate Planning, Investment Advisory, Strategic Financial..., Investments, Entrepreneurship, Personal Finance, FINRA, Series 7, Mutual Funds, Series 63, Securities, Insurance, Financial Advisory, Finance, Financial Services, Management, Wealth Management..., Wealth Management, Asset Management
Education
The American College
Chartered Financial Consultant, Advanced Financial Planning
Grand Canyon University 1982 — 1987
Bachelors, Business Administration, Computer Science, and Music Education
R L Burns Inc. November 2006 - Present
US Concepts March 2006 - January 2009
Raymond James Financial Services November 2005 - October 2006
Skills
Strategic Planning, Business Development, Construction, Contract Negotiation, Budgets, Team Building, Leadership, Contract Management, Marketing, New Business Development, Process Scheduler, Management, Sales Presentations, Sales, Customer Service, Customer Retention, Sales Leads
Education
Barry University - Dwayne O. Andreas School of Law 2014 — 2018
Juris Doctor (J.D.)
University of Central Florida 2007 — 2010
MBA, Management
University of South Florida 2002 — 2006
B.A, Organizational Communication
Raymond James Financial Services June 2011 - Present
Synovus August 2001 - June 2011
Morgan Keegan & Co Inc October 1988 - August 2001
Skills
Securities, Financial Advisory, Series 7, Retirement Planning, Portfolio Management, Asset Allocation, Strategic Financial..., Estate Planning, Investments, Asset Managment, Investment Advisory, Investment Strategies, Uniform Combined State..., Financial Analysis, Mutual Funds, 401k Plans, Stocks, Bonds, Unit Trusts, Municipal Bonds, Life Insurance, Trust Services, Trust Management, Charitable Trusts, Endowments, Charitable Gift Planning, Cash Balance Retirement..., Finance, Financial Services
Education
Auburn University 1983 — 1988
Bachelor’s Degree, Finance, General
Trinity Presbyterian School 1971 — 1983
Unemployed UnderwiterSouthern Insurance Underwriters, Inc.2009 - 2015
Southern Insurance Underwriters, Inc. 2009 - 2015
State Farm Insurance Co. November 2013 - July 2014
Kaiser Permanente August 2011 - April 2012
Kaiser Permanente July 2010 - August 2011
Brown & Brown Insurance of GA, Inc September 2008 - December 2008
Raymond James Financial Services January 2008 - August 2008
Wachovia Insurance Services - Personal Lines Insurance April 2006 - October 2007
State Farm Insurance Companies March 2002 - March 2006
Auburn University September 1997 - June 1999
Skills
Insurance, Lotus Notes, Workshop Facilitation, Invoicing, Office Management, Pricing, Customer Service, Sales, Microsoft Excel, Finance, Marketing, Microsoft Word, Microsoft Office, Residence Life, Healthcare, Office Administration, Contract Negotiation, Meeting Scheduling, Meeting Planning, Appointment Scheduling, Following Up, Health Insurance, Management
Education
Auburn University 1995 — 1999
Bachelor of Science, Business Administration; Marketing
Huffman High School 1991 — 1995
Honors diploma
Raymond James Financial Services April 2014 - Present
Roosevelt Group January 2011 - Present
Charles Schwab November 2013 - April 2014
Charles Schwab September 2012 - November 2013
Raymond James Financial Inc. April 2012 - September 2012
Skills
Data Analysis, Financial Analysis, Forecasting, Microsoft Excel, Leadership, Financial Markets, Asset Allocation, Wealth Management, Strategic Leadership, Financial Modeling, Adobe Creative Suite, International Economics, Photoshop, InDesign, Business Development, Producing, Business Planning, Communication, Investment Advisory, Investments, Asset Management, Portfolio Management, Securities, Finance, Mutual Funds, Series 7, Series 63
Education
Arizona State University, W. P. Carey School of Business 2009 — 2011
B.S. Economics, International Business, Communication
Raymond James Financial Services, Inc. May 2015 - Present
Raymond James Financial Services Advisors, Inc. July 2014 - May 2015
Raymond James Financial Services Advisors, Inc. July 2013 - July 2014
Raymond James Financial Services 2011 - July 2013
Gulfcoast Legal Services, Inc May 2010 - August 2010
The Hartford 2007 - 2008
Skills
Public Speaking and..., Strategic Communications, Analitical, Innovativeness, Diligent, Client-focused, Coachable
Education
Stetson University College of Law 2008 — 2011
J.D., Law
Marist College 2004 — 2008
B.A./B.A, Economics and Political Science
Gartner April 2015 - Present
Gartner May 2012 - Present
Gartner April 2007 - April 2012
Mantis Mobile Media, Inc May 2006 - April 2007
Good Taste Inc dba Erika's August 2005 - January 2006
Delmar Financial Corp August 2003 - October 2005
Onclaut 2000 - 2005
Paramount Lending Corp August 2000 - November 2003
Raymond James Financial Services October 2000 - May 2001
Signature Mortgage Inc May 1995 - August 2000
Skills
Financial Accounting, Internal Audit, International Accounting, SOX, Payroll Taxes, Corporate Tax, Business Analysis, Spend Analysis, Data Analysis, Oracle E-Business Suite, Oracle Discoverer, Hyperion, HFM, Excel, Access, Sage Business Works, Process Improvement, Process Mapping, Vendor Management, Training & Development, Software Implementation, Compliance, HR Policies, Photoshop, Dreamweaver
Education
Florida Gulf Coast University 2007 — 2009
Masters, Accounting & Taxation
Florida Gulf Coast University
BA, Finance
Lowell Senior High 1986 — 1990
Diploma
Gainfully unemployed! April 2015 - Present
CDL Properties, LLC September 2005 - April 2015
Raymond James Financial Services June 2008 - February 2014
West Virginia University Parkersburg August 2007 - June 2008
David Lusty Financial Serivces, LLC April 1997 - June 2006
Big Brothers Big Sisters of Athens June 1987 - August 1990
Skills
Investments, Financial Advisory, Series 7, Securities, Financial Services, Management, Retirement Planning, Small Business, Fixed Annuities, Wealth Management, Marketing, Mutual Funds, Investment Advisory, Insurance, Coaching, Business Development, Portfolio Management, Sales, Start-ups, Estate Planning, Asset Management, IRAs, Strategic Financial..., Financial Planners, Retirement, Investment Strategies, Bonds, 401k, Entrepreneurship, Asset Allocation, Personal Finance, Business, High Net Worth..., Wealth, Investment Management, Harley Davidson, Long-term Care, Wealth Accumulation, Pensions, Relationship Management, Stocks, Organizational..., Organization, Real Estate, Employee Benefits, Life Insurance, Disability Insurance, Series 63, Long Term Care Insurance, Public Speaking
Education
Ohio University 1990 — 1992
MBA, Business
Marshall University 1978 — 1982
BA, History
Rehmann August 2009 - Present
Raymond James Financial Services August 2003 - July 2009
Terry Financial Group, LLC August 2003 - July 2009
The Chimera Group LLP July 2002 - July 2003
Peters Securities LP June 1999 - June 2002
Skills
Retirement Planning, Investment Management, Securities, Analysis, Asset Managment, Portfolio Management, Investments, Equities, Fixed Income, Valuation, Financial Modeling, Alternative Investments, Hedge Funds, Wealth Management, Financial Analysis, Trading, Strategic Financial..., Corporate Finance, Risk Management, Private Equity
Education
The University of Chicago Booth School of Business 2006 — 2009
MBA, Finance and Entrepreneurship
Michigan State University 1996 — 1999
BA, Finance
Hope College 1994 — 1995
East Lansing 1991 — 1994
Raymond James Financial Services 2011 - Present
Raymond James Financial Services, Inc. 1998 - Present
Raymond James Financial Services July 1992 - Present
Baikie & Alcantara Investments January 1987 - June 1992
Dean Witter August 1981 - January 1987
Skills
High Net Worth..., Retirement Planning, Strategic Financial..., Investments, Estate Planning, Financial Analysis, Asset Management, Financial Planning, Stockbroking, Trust Services, Philanthropy
Education
College for Financial Planning
CRPC, Retirement Planning
University of California, Berkeley 1975 — 1984
M.F.A., Sculpture
Raymond James Financial Services 1997 - Present
US Army Reserve 2001 - Present
US Army 1993 - 1996
Alabama Army National Guard 1988 - 1993
Skills
Retirement, Strategic Planning, Strategic Financial..., Financial Advisory, Investment Advisory, Securities, Risk Management, Retirement Planning, Asset Management, Financial Analysis, Investments, Finance, Sales, Financial Planning, Management
Education
Boston University 2011 — 2013
Financial Planning
Auburn University 1988 — 1993
BS, Civil Engineering
Hire Authority Staffing, LLC September 2011 - October 2012
Advantage Administrative Solutions May 2009 - January 2012
Atlas Staffing / First Op LLC March 2009 - May 2009
Westaff / Life Fitness January 2008 - October 2008
Latterell Builders, Inc January 2007 - September 2007
Westaff / Life Fitness October 1998 - September 2007
Raymond James Financial Services March 2005 - December 2005
Isanti Co. Family Services January 2004 - June 2004
Skills
Staffing Services, Customer Relations, Team Building, Outlook, Microsoft Excel, Email Marketing, Direct Mail, Newsletters, Cards, Social Networking, Announcements, Recruiting, Small Business, Social Media Marketing, Business Networking, Data Entry
Education
Anoka Ramsey Community College 2004 — 2008
AAS, Business Mangement & Marketing
Heritage Sustainable Energy April 2014 - Present
Raymond James Financial Services May 2013 - August 2013
Blue Bell Private Wealth Management January 2013 - April 2013
Zeta Sigma Fraternity January 2011 - December 2012
Education
Spring Arbor University 2014 — 2015
Master of Business Administration (MBA), Business Administration and Management, 3.94
Alma College 2010 — 2013
Bachelor of Arts, Business Administration, Cum Laude
Raymond James Financial Services July 2005 - Present
Skills
Retirement Income..., Investments, Strategic Financial..., Financial Advisory, Securities, Finance, FINRA, Asset Allocation, Small Business, Mergers & Acquisitions, Portfolio Management, Personal Finance, Series 7, Series 66, Life Insurance
Education
Austin Peay State University
G. J. Leland & Associates, Inc. 1994 - Present
Raymond James Financial Services January 2000 - October 2010
Skills
Process Improvement, Series 7, Strategic Planning, Leadership, Microsoft Office, Retirement Planning, Customer Service, Microsoft Excel, Insurance, Investments, Asset Management, Management, Mutual Funds, Strategic Financial..., Asset Managment, Budgets, Asset Allocation, Team Building, Financial Analysis, Business Analysis, Risk Management, Inventory Management, Public Speaking, Microsoft Word, 401k, Defined Benefit, Profit Sharing Plans
Education
College of Lake County 2012 — 2016
Accounting
Northeastern Illinois University
BA, Psychology
Raymond James Financial Services September 2014 - Present
Platinum Wealth Partners Inc June 2013 - September 2014
Raymond James Financial Inc. September 2012 - June 2013
Raymond James Financial Inc. August 2011 - September 2012
Skills
Series 7, Mutual Funds
Education
Florida State University 2003 — 2007
Finance
The Driscoll Group, Inc. An Independent Registered Investment Advisor January 2015 - Present
Raymond James Financial Services January 2015 - Present
iMethods January 2013 - January 2015
Fabiani & Company October 2011 - November 2012
Hostess Brands March 2011 - August 2011
Florida State University May 2009 - December 2010
Raymond James Financial Inc. May 2005 - August 2008
Publix Super Markets May 2005 - August 2006
Skills
Retirement Planning, Wealth Management, Estate Planning, Investment Strategies, Risk Management, Series 7, Life & Health Insurance..., Investment Advisory, Asset Allocation, Variable Annuities, Mutual Funds, Investments, Securities, Strategy, Market Research, Policy Analysis, Government, International Research, Leadership, Research, Social Networking, International Relations, Analysis, Business Development
Education
Florida State University 2006 — 2011
Bachelor's Degrees, Biology and Psychology
Florida Community College at Jacksonville 2008 — 2008
University of North Carolina at Chapel Hill 2007 — 2007
Providence School 2002 — 2006
Hudson Hospital April 2009 - Present
Cochran Recovery Services, Inc. June 2010 - June 2014
US Bank October 2007 - January 2009
Raymond James Financial Services January 2005 - August 2007
Skills
Customer Service, Medical Coding, CPT, Medical Terminology, ICD-9, Coordination, Accounts Payable, Confidentiality, Excel, Word, Data Entry, Telephone Skills, Problem Solving, Microsoft Word, Outlook, Invoicing, Research, Marketing, Customer Satisfaction, Healthcare
Education
Century College 2010 — 2010
Certified Coding Associate, Certified Coding Associate, A
University of Minnesota-Twin Cities 1978 — 1980
B.S., Family Relationships, 4.0
Raymond James Financial Services July 2015 - Present
Raymond James and Associates February 2005 - July 2015
UBS September 1997 - February 2005
Skills
Mutual Funds, Retirement Planning, Securities, Investments, Loans, Nonprofits, Portfolio Management, Commercial Lending, Wealth Management, Financial Advisory, Leadership, Finance, Public Speaking, Asset Allocation, Investment Advisory, Strategic Financial..., Banking, Risk Management, Financial Analysis, Financial Services, Mortgage Lending, Fixed Income, Bonds, IRAs, Insurance
Education
Florida State University 1976 — 1979
Bachelor of Science, Criminology/English
Miami Dade College 1975 — 1976
Associates Degree
Middle Tennessee State University 1974 — 1975
general studies
LSP '06
Center for Financial Planning, Inc. August 1999 - Present
Raymond James Financial Services 1999 - Present
Skills
Due Diligence, Portfolio Management, Practice Management, Financial Planning, Asset Management, Private Wealth..., Sudden Money, Investments
Education
University of Michigan
Bachelor of Arts, Political Science
Boston University
Certificate in Financial Planning
Keating & Associates, Inc. November 2014 - Present
Raymond James Financial Services November 2014 - Present
Central National Bank September 2010 - October 2014
Skills
Banking, Lines Of Credit, Consumer Lending, Loans, Team Building, Opportunity Management, Opportunity Assessment, Branch Management, Leadership, Coaching, Credit, Leadership Development, Customer Service, Cross Selling, Retail Banking, Financial Analysis, Customer Satisfaction, Branch Banking, Sales, Management, Public Speaking, Strategic Planning, Microsoft Office
Education
Manhattan Christian College 2007 — 2010
Bachelor of Science (BS), Management
Kansas State University 2006 — 2010
Raymond James November 2014 - July 2015
Raymond James Financial Services May 2009 - October 2014
Smith Barney March 2008 - May 2009
Smith Barney November 2003 - January 2008
Skills
Project Management, Sales Operations, Event Planning, Marketing Communications, Financial Services, Client Services, Marketing
Education
Grand Valley State University 2000 — 2006
Bachelor of Arts (B.A.), Liberal Arts and Sciences/Liberal Studies
LeTourneau University 2015 - Present
LeTourneau University 2015 - Present
LeTourneau University 2015 - Present
LeTourneau University December 2014 - Present
Clearview Chiropractic & Massage LLC 2014 - Present
Raymond James Financial Inc. May 2014 - August 2014
Toys R Us May 2014 - August 2014
Raymond-James Financial Services June 2013 - August 2013
Gold Creek Community Church March 2008 - August 2013
Vicky Buchanan July 2011 - July 2013
Skills
Data Entry, Filing, Microsoft Office, Sales, Cashiering, Public Speaking, Research, Microsoft Word, Customer Service, Microsoft Excel
Education
Everett Community College 2011 — 2013
Glacier Peak High School 2009 — 2013
LeTourneau University
Biology, General
Raymond James Financial Services November 2012 - Present
Morgan Stanley Wealth Management April 2003 - November 2012
Skills
Retirement Planning, Personal Financial..., Securities, Fixed Income, Variable Annuities, Asset Allocation, Uniform Combined State..., Investment Advisory, Finance, Wealth Management, Series 7, Mutual Funds, Investments, Financial Advisory, Retirement, Financial Planning, Investment Strategies, Series 63
Education
Bentley College 1983 — 1987
Bachelor of Science, Economis/Finance
Raymond James Financial Services November 2010 - Present
Merrill Lynch January 2005 - November 2010
British Army August 1986 - October 2004
US Army - HQ TRADOC August 2001 - August 2003
British Army August 1993 - August 1995
British Army August 1993 - August 1994
British Army August 1992 - August 1993
British Army August 1990 - August 1992
British Army August 1987 - August 1990
Skills
Strategic Planning, Investment Strategies, Stocks, Portfolio Management, Risk Management, Investments, Coaching, Financial Advisory, Insurance, Asset Managment, Change Management, Estate Planning, Equities, Retirement Planning, Military, Wealth Management, Leadership Development, Analysis, Microsoft Excel, Financial Analysis, Finance
Education
The Open University 1998 — 2001
MBA, General
Manchester University 1997 — 1998
Master of Education (M.Ed.), Training and Development
Royal Military Academy Sandhurst 1987 — 1988
Queens Commission, Army Officer, Lieutenant
Keele University 1985 — 1986
Master of Education (M.Ed.), Math/geology, Masters
University of Wales, Swansea 1982 — 1985
Bachelor of Science (B.Sc.), Geological/Geophysical Engineering
Krause Investment Group October 2012 - Present
Fleet 5 Chicago April 2002 - Present
Raymond James Financial Services April 2006 - October 2012
H & R Block Financial Advisors February 2002 - April 2006
OLDE Discount Corp. January 1999 - February 2002
Skills
Investments, Retirement Planning, Asset Allocation, Securities, Financial Planners, Series 65, FINRA, ETFs, Series 7, Finance, Investment Advisory, Mutual Funds, 401k, Bonds, Uniform Combined State..., Team Building, Wealth Management, Investment Management, Series 63, Fixed Annuities, Financial Advisory, Strategic Financial..., Asset Management, Series 24, Equities, Marketing, Financial Planning
Education
DePaul University 2000 — 2005
B.A., Marketing
LaLumiere School 1991 — 1994
Diploma, General
Genworth US Mortgage Insurance January 2007 - Present
MGIC September 2003 - January 2007
Alliance Venture Mortgage 2002 - 2003
Raymond James Financial Services 2000 - 2002
Mid Am Bank 1989 - 2000
Skills
Mortgage Lending, Mortgage Industry, Underwriting, Mortgage Insurance, Residential Mortgages, Cross-functional..., Global Thinking, Highly resourceful, Sales, Mortgage Operations, Client Presentation, Product Training, Business Networking, Multi-level..., Analytical Skills, Mortgage Marketing, Refinance, Mortgage Banking, Credit, Loans, Marketing, FHA, Loan Origination, Insurance, Loan Servicing, Banking, Mortgage Underwriting, Credit Analysis
Education
Miami University 1989 — 1992
B.A., Housing and Interior Design
Raymond James Financial Services January 1990 - Present
Oleson Financial Group, LLC - Independent Firm August 1988 - Present
Oleson Financial Group, LLC January 1980 - Present
Skills
Series 7, Series 24, Series 51, Series 63, Series 65, Life, Accident and Health..., Group Medical Plans for..., Group Medical, Investments, Investment Strategies, Insurance, Estate Planning, Small Business, Strategic Financial..., Financial Services, Financial Advisory, Securities
Education
Michigan State University 1967 — 1971
Bachelor of Science Degree, Education
Maple City Glen Lake Community Schools 1960 — 1963
Raymond James Financial Services September 2009 - Present
Salomon Smith Barney March 2000 - September 2009
Skills
Securities, Investments, Wealth Management, Separately Managed..., Financial Advisory, Asset Allocation, Investment Advisory, Investment Strategies, Retirement Planning, Series 63, Series 7, Microsoft Excel, Mutual Funds, Series 65, Retirement, ETFs, Alternative Investments, Financial Services, Finance, Fixed Annuities, Series 24, Business Analysis, Equities, Portfolio Management, Asset Managment, Fixed Income, Variable Annuities, Estate Planning, Uniform Combined State..., IRAs, Financial Analysis, Bonds, Financial Planners, Insurance, High Net Worth..., Trading, Risk Management, Long-term Care, Wealth, Strategic Financial..., Investment Management, Hedge Funds, Options, 401k, Due Diligence, Wealth Management..., Small Business, Capital Markets, CERTIFIED FINANCIAL...
Education
Hofstra University 1997 — 2001
BACHELOR OF BUSINESS ADMINISTRATION, ACCOUNT
Sewanhaka
Sewanhaka
Center for Financial Planning, Inc. September 2008 - Present
Raymond James Financial Services September 2008 - Present
Wachovia Securities Financial Network June 1999 - July 2004
Skills
Certified Financial..., Investment Research, Portfolio Management, Economics, Wealth Management, Mutual Funds, Investment Advisory
Education
Nichols College 2005 — 2007
Master of Business Administration (MBA)
College for Financial Planning 2001 — 2002
Financial Planning and Services
Aquinas College 1995 — 1999
Bachelor of Arts (B.A.), Economics and Finance
Hastings High School
Agile•1 AllSourcePPS April 2014 - Present
AppleOne March 2012 - April 2014
Raymond James Financial Services April 2007 - January 2012
Inns Of Court Law Building February 2006 - April 2007
Skills
Temporary Staffing, Contract Recruitment, Permanent Placement, Staffing Services, Internet Recruiting, Talent Acquisition, Screening Resumes, Recruiting, Sourcing, Temporary Placement, Candidate Generation, Reference Checking, Technical Recruiting, Job Coaching, Resume Writing, Human Resources, Cold Calling, Interviews, College Recruiting, Background Checks, Management, Training, Employee Relations, Applicant Tracking..., Sales, New Hire Orientations, Payroll, Hiring, Executive Search, Recruitment Advertising, Employee Benefits, Benefits Negotiation, Employee Training, Career Counseling, Job Fairs, Leadership, Social Networking, Account Management, Time Management, Performance Management, Interview Preparation, Administrative..., HRIS, Consulting, Talent Management, Leadership Development
Education
California Baptist University
Bachelor's Degree, Political Science and Government
Gilly Development Corporation December 2011 - Present
BB&T Investment Services 2010 - 2011
Carolina Capital Management August 2009 - August 2010
Carolina Capital Management August 2009 - August 2010
Independent Mortgage of SC, LLC June 2008 - November 2008
Raymond James Financial Services June 2007 - September 2007
Skills
Investments, Portfolio Management, Microsoft Office, Valuation, Customer Relations, Financial Analysis
Education
College of Charleston 2004 — 2008
BS, Finance
College of Charleston 2004 — 2008
Bachelor of Science, Business Administration; Finance
William Raveis Real Estate August 2014 - Present
Sun Life Financial February 2012 - June 2014
Principal Financial Group April 2007 - February 2012
Raymond James Financial Services April 2000 - January 2007
Skills
401k, Retirement Planning, Customer Relations, Management Planning, Relationship Management, Sales, CRM, Customer Service, Management, Marketing
Education
Johnson State College 1988 — 1991
Bachelor of Arts; BA, Marketing
Ferrum College
Ferrum College
Ferrum College
Ferrum College
Ferrum College
Ferrum College
Ferrum College
Igarta Capital, Inc. January 2004 - Present
Raymond James Financial Services January 2004 - Present
Skills
Provide Investment and..., Retirement Planning, Investments, Series 7, Wealth Management, Mutual Funds, Strategic Financial..., Retirement, Investment Advisory, Series 63, Asset Allocation, Securities, Portfolio Management, Fixed Annuities, Financial Advisory, IRAs, Investment Strategies
Education
Manhattanville College 1992 — 1996
Bachelor of Arts (B.A.), Business Administration and Management, General
Hibu /Yellowbook January 2008 - Present
InterMedia Advertising December 2004 - December 2007
Raymond James Financial Services December 2003 - December 2005
Skills
Advertising, Cold Calling, Account Management, Social Media Marketing, Customer Service, SEO, Sales, Direct Sales
Education
LaGrange College 1995 — 1999
BBA, Business Administration
Bremen High School
Raymond James April 2006 - Present
Morgan Stanley April 2003 - April 2006
Raymond James Financial Services March 1993 - April 2003
Skills
Retirement Planning, Finance, Wealth Management, Financial Advisory, Securities, Management, Investments, Financial Services, Strategy, Portfolio Management, Mutual Funds, Investment Advisory, Asset Allocation, Investment Strategies, Customer Service
Education
Baylor University - Hankamer School of Business 1985 — 1988
BBA, Finance and Economics
Greenville College 1984 — 1985
Raymond James Financial Services July 2010 - Present
Education
Florida State University
BS, International Affairs
Gunnallen Financial November 2006 - Present
Axa Advisors October 2006 - November 2006
Raymond James Financial Services October 2004 - May 2005
Education
Hofstra University 2000 — 2004
Commonwealth Financial Network June 2015 - Present
Commonwealth Financial Network April 2011 - June 2015
Commonwealth Financial Network July 2008 - April 2011
Raymond James Financial Services July 2006 - July 2008
Franklin Templeton Investments December 2004 - July 2006
Skills
Securities, FINRA, Series 7, Financial Risk, Series 24, Uniform Combined State..., AML, Mutual Funds, Compliance, Risk Management, Investments, Risk Assessment, Series 6, Anti Money Laundering, Surveillance, Financial Services, Finance, Risk, Auditing, Series 53, Series 66, Series 4, Wealth Management
Education
Eckerd College 2000 — 2004
B.S., Economics
Altegra Health January 2015 - Present
Health First Medical Group May 2011 - September 2014
Schneider Financial Group, Inc March 2007 - September 2009
Robert Ranew State Farm Insurance September 2005 - October 2006
Raymond James Financial Services July 2003 - August 2005
UBS PaineWebber, Inc August 1999 - November 2002
Skills
CPT, HCPCS, ICD-9, Medical Coding, Medical Compliance, E/M coding, IDX, ICD-9-CM, Physician Coding, HIPAA, Practice Management, Invoicing, Accounts Receivable, EHR
Education
Brevard Community College 2010 — 2011
Certified Medical Coder/Biller, Medical Information Coder / Biller
Kopp Investment Advisors March 2015 - Present
Piper Jaffray May 2010 - March 2015
Allianz Investment Management June 2009 - August 2009
Raymond James Financial Services January 2005 - August 2008
Skills
Equity Research, Equities, Valuation, Financial Modeling, Finance
Education
University of Minnesota - Carlson School of Management 2008 — 2010
MBA
Bethel University 2001 — 2005
Bachelor of Arts
NRG / Boston Energy Trading & Marketing (BETM) September 2014 - Present
Doble Engineering Company (ESCO Technologies) January 2014 - June 2014
American Diversified June 2008 - January 2014
Edison Mission Energy February 2007 - June 2008
Raymond James Financial Services April 2002 - January 2007
Skills
Talent Acquisition, Employee Relations, Applicant Tracking..., Employee Benefits, Succession Planning, Onboarding, Leadership Development, PeopleSoft, Coaching, Deferred Compensation, Risk Management, Talent Management, New Hire Orientations, Organizational..., Personnel Management, Interviews, Workforce Planning, Benefits Administration, Employee Engagement, College Recruiting, Mergers & Acquisitions, Startup Development, Employee Handbooks, Conflict Resolution, Business Strategy, HR Project Management, HR Policies, HR Consulting, Employer Branding, Performance Management, Time Management, HRIS, HR Processes &..., Organizational Design, Employment Law, Temporary Placement, Career Development, Taleo, Organizational..., Internet Recruiting, Technical Recruiting, Hiring, Recruiting, Executive Search, Job Descriptions, Benefits Negotiation, Sourcing, Employee Training, Payroll, Screening Resumes
Education
Babson College - Franklin W. Olin Graduate School of Business
MBA
Babson College
Bachelor of Business Administration (B.B.A.), Finance & Human Resources
Asset Management Strategies, Inc. 1995 - Present
Raymond James Financial Services August 1995 - May 2005
National City Investments 1993 - 1995
Skills
Business Development, Entrepreneurship, Estate Planning, Finance, Financial Advisory, Fixed Annuities, IRAs, Investment Advisory, Investments, Management, Marketing, Marketing Strategy, Mutual Funds, Portfolio Management, Retirement Planning, Retirement, Sales, Strategic Planning, Wealth, Wealth Management
Education
Harvard University 2010 — 2010
Executive Education Program, Behavioral Finance
University of London 1986 — 1986
Certificate Program, International Business
Eastern Illinois University 1978 — 1986
Bachelor's Degree, Economics
Raymond James Financial Services Advisors October 2012 - Present
Raymond James Financial Services May 2008 - October 2012
Education
Florida State University - College of Business 2007 — 2008
MBA, Finance
Florida State University 2004 — 2007
B.S., Finance & Real Estate
Raymond James Financial Services October 2005 - Present
Chagrin Valley Jaycees 2004 - 2013
Morgan Stanley October 1996 - October 2005
Chagrin Valley Jaycees May 2003 - May 2005
Skills
Retirement Planning, Series 66, Wealth Management, Series 7, Asset Allocation, Investment Advisory, Insurance Planning, Mutual Funds, Financial Planning, Investment Strategies, Retirement Income..., Retirement, Asset Management, Series 63, Estate Planning
Education
Kent State University 1987 — 1991
Bachelor of Arts and Sciences
Bowling Green State University
Bachelor of Arts (B.A.)
Pinnacle Asset Management July 2005 - Present
Raymond James Financial Services July 2005 - Present
Morgan Keegan & Co Inc April 1993 - July 2005
Skills
Strategic Planning, Public Speaking, Customer Service, Sales, Leadership, Team Building, Management, Budgets, Marketing, Nonprofits
Education
Middle Tennessee State University 1982 — 1987
Alltrust Insurance February 1992 - Present
Raymond James Financial Services March 1993 - June 2002
E.F. Hutton, Robinson Humphries, Prudential Bache, A.G. Edwards March 1984 - January 1992
Skills
Employee Benefits, Group Medical, Health Insurance, Disability Insurance, Brokers, Insurance, Underwriting, Medicare, Managed Care, Benefits Administration, Strategic Planning, Workers Compensation, Long-term Care, Health Savings Accounts, Health Policy, Casualty, Commercial Insurance, Team Building, Life Insurance, Term Life Insurance, Account Management, Health Care Reform, 401k, Employee Relations, Professional Liability, Self-funded, Employee Wellness, Group Insurance, Claim, Fixed Annuities, HMO, Flexible Spending..., Reinsurance, Voluntary Employee..., Claims Management, Retirement, IRAs, COBRA, General Insurance, Small Business, ERISA, Retirement Planning, Healthcare, Open Enrollment, Ancillary Benefits, Disease Management, Provider Relations, Vision Insurance, Stop Loss, Defined Benefit
Education
East Carolina University 1974 — 1978
B.S., Special Education
Plant City High School 1970 — 1974
KEATING & ASSOCIATES March 2002 - Present
The MasterClass Academy January 2007 - Present
Miami County National Bank 1992 - 2002
Raymond James Financial Services 1989 - 1992
PaineWebber 1985 - 1989
Skills
Team Building, Series 7, Estate Planning, Investments, Securities, Portfolio Management, Event Management, Retirement, Customer Service, Strategic Planning, Marketing, Public Speaking, Event Planning, Social Media, Mutual Funds, Marketing Communications, Nonprofits, Strategic Financial..., Finance, Coaching, Wealth Management, Budgets
Education
Coe College
Bachelor of Arts (BA), Economics and Business Administration
Allsure Insurance Agency, LLC July 2002 - Present
Calpine January 2001 - June 2002
Raymond James Financial Services October 1996 - October 2000
Skills
Insurance, Strategic Planning, Long Term Care, Health Insurance, Term Life Insurance, Small Business, Long-term Care, Life Insurance, Contract Negotiation, Marketing Strategy, New Business Development, Long Term Care Insurance, Accident, Mutual Funds, Coaching, Critical Illness, Property & Casualty..., Portfolio Management
Education
Auburn University 1992 — 1996
B.S., Business Administration and Finance
University of Alabama 1987 — 1991
Finance
Irvin Automotive Products, Inc. July 2012 - Present
JAC Products August 2011 - April 2012
JAC Products February 2011 - May 2011
Bannon Automotive April 2009 - February 2011
Raymond James Financial Services January 2008 - December 2008
Takata Corp. January 2001 - June 2006
Lear Corporation February 1989 - December 2000
Skills
Product Launch, Automotive, Six Sigma, Continuous Improvement, Manufacturing, Lean Manufacturing, Manufacturing..., Process Improvement, Kaizen, Operations Management, Cross-functional Team..., Program Management, Quality Management, Value Stream Mapping, Product Development, FMEA, Financial Analysis, Strategic Planning, Team Building
Education
Oakland University 2006 — 2007
Certificate, Financial Planning
University of Pennsylvania - The Wharton School 1980 — 1982
MBA, Management
Kettering University 1972 — 1977
BS, Industrial Administration
Retirement Solutions Specialists February 2011 - Present
Raymond James Financial Services September 2010 - December 2010
Merrill Lynch August 2004 - September 2009
Merrill Lynch April 2001 - August 2004
Merrill Lynch September 1998 - December 2001
First Chicago November 1997 - September 1998
The ABOW Companies September 1993 - September 1995
Comerica Bank June 1990 - September 1993
Education
Walsh College 1991 — 1994
Masters, Taxation
Michigan State University 1986 — 1990
Bachelors, Accounting
Baum, Smith & Clemens, LLP 2009 - Present
Raymond James Financial Services April 2002 - Present
Raymond James 2002 - Present
First Investors Corp February 1988 - April 2002
Skills
Wealth Management, Retirement Planning, Long-term Care, Investment Advisory, Retirement, Finance, Mutual Funds, Series 6, Certified Financial..., Strategic Financial..., Financial Planners, Financial Planning, Portfolio Management
Education
Delaware Valley University 1976 — 1988
B.S., Business Mgt.
Drexel University 1970 — 1971
M.S., Information Science
University of Miami 1968 — 1970
B.A., Psychology/Sociology
Bloomin' Brands, Inc. May 2015 - Present
NexLube Tampa LLC April 2012 - March 2015
AD Morgan 2012 - 2012
Biosphere International, Inc. October 2010 - December 2011
Golder Construction Services, Inc. August 2008 - November 2010
Kalemeris Construction, Inc. October 2001 - September 2004
Raymond James Financial Services June 1987 - March 1998
Skills
Contract Management, MS Project, Microsoft Office, Customer Service, Project Planning, Microsoft Excel, Contract Negotiation, Operations Management, Process Improvement, Negotiation, Account Management, New Business Development, Team Building, Marketing Strategy, Sales, Public Speaking, Construction, Construction Management, Business Development, Accounts Payable, Management, Project Management, Customer Satisfaction, Sales Management, Environmental Compliance, Analysis, Procurement, Human Resources, Petroleum, Microsoft Project
Education
Eckerd College 1993 — 1998
BA, Management/International Business, 3.78
Davison High School 1978 — 1982
High School Diploma, English and Biological Sciences
Raymond James Financial Services August 2006 - Present
RBC Dain Rauscher June 1986 - August 2006
Skills
Financial Advisory, Investment Management, Alternative Investments, Wealth Management..., Series 7, Financial Risk, FINRA, Finance, Retirement Planning, Financial Services, Securities, Wealth Management, Investments, High Net Worth..., Retirement, Asset Allocation, Mutual Funds, Investment Strategies, Series 63, 401k, Fixed Annuities, Estate Planning, Strategic Financial..., Investment Advisory, Portfolio Management, Asset Managment, Bonds, Equities, Wealth
Education
Augsburg College 1973 — 1978
BA, Education, psychology
West High School, Mpls 1970 — 1973
Raymond James Financial Services August 2009 - Present
Raymond James Financial Services 2005 - Present
Skills
Financial Advisory, Wealth, Series 63, Retirement Planning, Wealth Management, Disability Insurance, Investment Strategies, Wealth Accumulation..., Retirement, Series 7, Fixed Annuities, Estate Planning, Wealth Preservation..., Mutual Funds, Long Term Care Insurance, Licensed Life & Health..., Strategic Financial..., Insurance, Investment Advisory, Series 65, Wealth Management..., Asset Allocation, Charitable Gift..., Estate Tax Planning, Indexed Annuities, Variable Annuities, Certified Financial..., Life Insurance
Education
Adelphi University 1983 — 1985
CFP, Financial Planning
Raymond James Financial Services 1997 - Present
A.G. Edwards & Sons, Inc. August 1994 - February 1997
PaineWebber July 1993 - August 1994
Bateman Eichler Hill Richards August 1991 - July 1993
Skills
Wealth Management, Portfolio Management, Financial Planning, Retirement Planning, Mutual Funds, Investments, Asset Allocation, Equities, Alternative Investments, Municipal Bonds, Employee Stock Options
Education
Seattle University
B.A. Business Administration, Finance
College for Financial Planning
Certified Financial Planner Program
University of Pennsylvania - The Wharton School
IMCA Certified Investment Management Analyst Program
The Alin Financial Group May 2014 - Present
Summit Brokerage Services July 2010 - May 2014
Raymond James Financial Services October 2002 - July 2010
Wachovia Securities 1999 - 2002
Prudential Securities 1993 - 1999
Lexis/Nexis 1990 - 1993
Skills
Series 7, Investments, Securities, Retirement Planning, Series 63, Estate Planning, Investment Advisory, Mutual Funds, Asset Management, Fixed Income, Equities, Strategic Financial..., 401(k) Plans
Education
Emory University 1985 — 1989
BA, Political Science
Ardsley High School 1981 — 1985
University of Illinois at Urbana-Champaign October 2013 - Present
University of Illinois at Urbana-Champaign September 2010 - Present
University of Illinois at Urbana-Champaign June 2008 - September 2010
Busey Wealth Management May 2004 - June 2008
Raymond James Financial Services August 2000 - June 2008
BankIllinois August 1999 - May 2004
Henneman Raufeisen & Associates, Inc. August 1998 - August 1999
Skills
Microsoft Office, Customer Service, Microsoft Excel, PowerPoint, Microsoft Word, Outlook, Marketing
Education
Indiana State University - Scott College of Business 1994 — 1998
Bachelor of Science, Administrative Office Systems
Kaplan University 2003 — 2006
Certificate, Financial Planning
Fifth Third Private Bank August 2013 - Present
Raymond James Financial Services April 2009 - August 2013
UBS 2007 - 2008
Smith Barney September 2001 - July 2002
Morgan Stanley February 1995 - September 2001
Huntington National Bank 1992 - 1994
Office of the Comptroller of the Currency 1989 - 1992
Skills
Wealth Management, Investments, Finance, Risk Management, Investment Management, Management, Portfolio Management, Mutual Funds, Banking, Retirement Planning
Education
Western Michigan University 1986 — 1989
BBA, Finance, Economics
Marshall University 1984 — 1986
Finance
Barboursville High School
MacKinney Household December 2011 - Present
jcpenney November 2007 - December 2011
University of North Texas Office of Disability Accommodation August 2005 - November 2007
Freelance American Sign Language Interpreter April 2005 - July 2005
Merritt Interpreting Services October 2004 - March 2005
Self employed-American Sign Lanugage Interpreter June 2003 - September 2004
Raymond James Financial Services June 2000 - May 2003
Education
Collin County Community College 2000 — 2004
Associate’s Degree, American Sign Language Interpreter
Billy Ryan High School 1996 — 2000
High School
Raymond James Financial Services June 2005 - Present
Raymond James & Associates February 2000 - June 2005
Skills
Uniform Combined State..., Series 63, FINRA, Wealth Management..., Securities, Series 24, Retirement Planning, Mutual Funds, Asset Allocation, Series 65, Investment Advisory, Retirement, Financial Advisory, Strategic Financial..., Bonds, Alternative Investments, Investment Management, Investments, Investment Strategies
Education
Florida Atlantic University 1970 — 1972
BA, economics
Florida Atlantic University
Wyndham Vacation Ownership July 2011 - Present
INVEST Financial Corporation April 2007 - January 2011
Raymond James Financial Services June 1996 - December 2005
Florida Metropolitan University January 1994 - May 1996
KPMG December 1990 - August 1992
Skills
Compliance
Education
University of New Orleans 1992 — 1993
MBA, Business Administration
Loyola University New Orleans 1987 — 1991
BBA, Accounting
Raymond James Financial Services July 1995 - Present
Prudential Insurance October 1991 - December 1994
Walgreens 1982 - 1991
Skills
Retirement Planning, Retirement, Financial Planning, Retirement Income..., IRA's, Series 7, Annuities, Wealth Management, Estate Planning, Asset Allocation, Investment Advisory, Investments, Mutual Funds, Wealth Accumulation, Securities, Roth IRA, Strategic Financial...
Education
Ferris State University 1979 — 1982
business, economics and finance
Raymond James Financial Services November 2001 - Present
Skills
Retirement, Series 7, Retirement Planning, Wealth Management, Investment Advisory, Asset Allocation, Financial Advisory, 401k Rollovers, IRAs, Mutual Funds, Saving for Education, Certified Financial...
Education
Boston Institute of Finance 2011 — 2013
Central Michigan University 1994 — 1998
Bachelor of Science (B.S.), Education
AHP Financial Services, Inc. October 1997 - Present
Raymond James Financial Services 1997 - Present
Skills
Retirement Planning, Strategic Financial..., Portfolio Management, Financial Advisory, Retirement, Mutual Funds, Series 7, Securities, Series 65, Finance, Investments, Management, Financial Services, Wealth Management, Financial Planning, Strategic Planning, Investment Advisory, Estate Planning, Asset Allocation, Series 63
Education
Bryn Mawr College
CFP, CLU, ChFC, Financial Planning
Raymond James Financial Services 2005 - Present
Skills
registered principal, Raymond James Financial...
Education
Washington State University 1971 — 1973
Business Administration
Eastern Washington University 1967 — 1970
Industrial engineering
Equity Residential 2006 - Present
Chittenden Service Group January 2005 - November 2005
Raymond James Financial Services April 2001 - October 2003
Skills
Telecommunications, Troubleshooting, Linux, Active Directory, Windows Server, Cisco Technologies, Windows, TCP/IP, SQL, Network Administration, VoIP, Project Management, Servers
Education
Full Sail University 2003 — 2004
Bachelor of Applied Science (BASc), Audiovisual Communications Technologies/Technicians
Transamerica Financial Advisors, Inc. February 2008 - Present
Raymond James Financial Services June 2005 - December 2007
Wells Fargo Financial April 2004 - June 2005
Prudential Elliman Real Estate March 2002 - January 2004
Zenith Media Services May 2000 - May 2001
Skills
FINRA, Mutual Funds, Securities, Series 7
Education
Hofstra University 1996 — 2000
Bachelor of Business Administration, Business
Raymond James Financial Services June 2001 - Present
NBD June 1993 - June 2001
NBD June 1981 - June 1993
Skills
Mutual Funds, Financial Analysis, Small Business, Investments, Strategic Financial..., Estate Planning, Investment Strategies, Sales, Banking, Credit, Wealth Management, Public Speaking, Mortgage Lending, Customer Service, Retirement Planning
Education
Indiana University Bloomington 1976 — 1981
Bachelor of Business Administration (B.B.A.)
Thomas Carr Howe H. S. 1972 — 1976
McCauley Financial Services May 2015 - Present
Raymond James Financial Services May 2002 - May 2015
Skills
Series 24, Retirement Planning, Series 7, Investment Advisory, IRA's
Education
Maryville University of Saint Louis 1990 — 1993
BS, Business Administration
Maryville University of Saint Louis 1988 — 1993
Business Administration and Management, General
PIMCO January 2013 - Present
Dreyfus September 2008 - January 2013
Raymond James April 2003 - September 2008
Raymond James Financial Services 2003 - 2008
Franklin Templeton Investments 2002 - 2003
Skills
Series 7, Mutual Funds, Wealth Management, Asset Allocation, Securities, Alternative Investments, Series 63, Investments, Asset Managment, Portfolio Management, Investment Strategies, Equities
Education
Eckerd College 1999 — 2003
BS, Economics / Finance
Raymond James Financial Services January 2012 - Present
Raymond James & Associates August 2005 - December 2011
Raymond James Financial February 2003 - August 2005
GE Financial Assurance January 2001 - January 2003
GE Financial Assurance September 1999 - December 2000
GE Financial/Life of Virginia August 1997 - September 1999
Morgan Stanley July 1987 - April 1990
Skills
Insurance, Mutual Funds, Leadership, Management, Fixed Annuities, Sales, Banking, Financial Services, Life Insurance, Fixed Income
Education
University of Michigan 1986 — 1988
MBA
Denison University 1980 — 1984
BA, Economics and English
Raymond James Financial Services May 2002 - Present
Raymond James Financial Services 1998 - 2001
Raymond James Financial Services 1995 - 1998
Edward Jones July 1989 - June 1995
Skills
Investments, Series 7, Investment Advisory, Mutual Funds, Retirement, Series 24, Asset Allocation, Series 63, FINRA, Retirement Planning, Estate Planning, Financial Advisory, Securities, Wealth Management, Strategic Financial..., IRAs, Portfolio Management, Asset Managment, Fixed Annuities, Registered Corporate...
Education
East Carolina University 1984 — 1986
Masters Education
Winthrop University 1980 — 1984
Bachelor Education, Instrumental Music
State of Utah - Division of Public Utilities September 2008 - Present
Raymond James Financial Services September 2004 - June 2008
Edward Jones 1996 - 2004
First Security Bank November 1991 - February 1998
Hill Air Force Base September 1983 - June 1986
Skills
Financial Analysis, Microsoft Excel, Insurance, Accounting, Business Analysis, Forecasting, Analysis, Finance, Investments, Leadership, Management, Customer Service, Credit, Budgets, Training
Education
Weber State University 1982 — 1986
BS, Finance / Accounting
Brigham Young University 1981 — 1982
Raymond James Financial Services May 2009 - Present
North Fork Bank 2001 - 2008
Education
Boston University
BS, MANAGEMENT STUDIES
Credit Suisse June 2010 - Present
Merrill Lynch February 2010 - May 2010
Sony Music Entertainment September 2009 - December 2009
UBS Financial Services Inc February 2009 - May 2009
Pace University Tutoring Center January 2008 - December 2008
Raymond James Financial Services June 2008 - August 2008
Skills
Bloomberg, Accounting, Microsoft Excel, Bloomberg Terminal, PowerPoint, Microsoft Office, Microsoft Word, Pivot Tables, Outlook, Research, Accounts Payable, Accounts Receivable, Budgets, Data Analysis, Finance, Financial Accounting, Financial Statements, Hedge Funds, Mutual Funds, Portfolio Management
Education
Baruch College 2012 — 2015
Master of Business Administration (MBA), Accounting
Pace University - Lubin School of Business 2006 — 2010
BBA, Finance
T. Rowe Price August 2007 - March 2013
R. W. Wilson Home Corp. April 2006 - July 2007
Clayton Holdings October 2005 - March 2006
Chase Home Finance, MSC Mortgage, Bank of America February 2003 - October 2005
Raymond James Financial Services February 2002 - February 2003
Edward Jones 1996 - 2002
Skills
Uniform Combined State..., Series 7, Mutual Funds, Insurance, Fixed Annuities, Strategic Financial..., Series 63, Finance, Portfolio Management, Credit, Retirement Planning, Asset Allocation, Mortgage Lending
Education
College for Financial Planning
Certified Financial Planner (CFP) Study Course, Completed
Eckerd College
B. A., Business Management, Global Business Concentration
University of Tampa 2008 — 2011
Accounting Courses
Financial West Group November 2014 - Present
Raymond James Financial Services February 2002 - Present
A.G. Edwards January 1994 - January 2002
Marshall Industries December 1987 - March 1989
Skills
Wealth Management, Retirement Planning, Retirement Plan..., Retirement Income..., IRA's, Wealth Transfer, Investment Advisory, Financial Advisory
Education
Claremont McKenna College 1969 — 1973
Bachelor of Arts, Economics and Latin American Studies
Yucaipa High School 1965 — 1968
high school diploma, college preparation
Raymond James Financial Services August 1986 - Present
Raymond James 1996 - 2011
Education
University of Florida 1967 — 1969
BS, Finance
Georgia Institute of Technology 1965 — 1967
Industrial Management
Raymond James Financial Services January 2012 - Present
Raymond James Financial Services January 2011 - December 2011
Raymond James Financial Services September 2007 - December 2010
Skills
Securities
Education
Hawaii Pacific University 2004 — 2005
M.A., Communication
Hawaii Pacific University 2000 — 2003
B.A., International Relations
Washtenaw County Office of Public Defender September 2013 - November 2013
Law Offices of Jonathan Dills March 2013 - May 2013
North Carolina Thirteenth Prosecutorial District May 2012 - August 2012
Ohio Attorney General's Office May 2011 - August 2011
Raymond James Financial Services January 2010 - July 2010
Chongqing Technology and Business University - Pass College September 2009 - January 2010
Skills
Microsoft Excel, PowerPoint, Microsoft Office, English, Research, Public Speaking, Microsoft Word
Education
Wake Forest University School of Law 2010 — 2013
Doctor of Law (J.D.)
Denison University 2005 — 2009
BA, History and Philosophy
Raymond James Financial Services 1997 - Present
Education
Georgia Institute of Technology 1980 — 1985
Civil Engineering
CPI Security April 2010 - April 2014
RE/MAX Commercial Steeplechase Properties June 2007 - January 2009
Raymond James Financial Services March 2002 - March 2006
Skills
Sales, Process Scheduler, Account Management, Customer Service, Time Management, Training
Education
Ashford University
Bachelor Degree, Psychology
Private Wealth Management of NC October 2009 - Present
Raymond James Financial Services January 1997 - October 2009
Skills
Insurance, Wealth Management, Estate Planning, Real Estate, Risk Management, Sales, Retirement Planning, Alternative Investments, Investment Properties, Portfolio Management, Financial Analysis, Program Management, Marketing Strategy, Contract Negotiation, Public Speaking, Customer Service, Strategic Planning, Corporate Finance, Due Diligence, Negotiation, Equities, Marketing, New Business Development, Sales Management, Financial Modeling, Mergers, Social Media, Account Management, Investments, Mergers & Acquisitions, Financial Services, Social Networking, Mutual Funds, Leadership Development, Social Media Marketing, Microsoft Office, Pricing, Sales Operations, Forecasting
Education
East Carolina University 1992 — 1995
Master of Business Administration (MBA)
Campbell University 1985 — 1987
Bachelor of Business Administration (BBA), Trust Management Concentration
Raymond James May 2012 - Present
Raymond James Financial May 2012 - Present
Raymond James Financial Services August 2010 - May 2012
Raymond James Financial Services May 2008 - August 2010
Directions for Mental Health August 2006 - January 2007
Education
Auburn University
B.S, Human Development and Family Studies/Adolescence
Raymond James Financial Services February 1998 - Present
CresCom Bank October 2007 - August 2011
Coastal Federal Bank February 1998 - July 2007
Anchor Bank May 1995 - February 1998
A G Edwards September 1994 - May 1995
The Owego National Bank July 1991 - June 1994
NBT Bank October 1989 - June 1991
The Irving Bank Corporation and The Bank of New York Mellon Corporation May 1985 - October 1989
The Irving Bank Corporation November 1981 - May 1985
Bank of Isle of Wight August 1973 - November 1981
Education
Cornell University
Executive MBA, Business Administration and Management, General
Rutgers University
Stonier Graduate School of Banking
Wake Forest University
Bachelor of Business Administration (B.B.A.), Finance and Marketing
Financial Services Alliance 2007 - Present
FMC Financial Services, Inc. 2010 - 2013
Raymond James Financial Services 1994 - 2004
Skills
Small Business, Portfolio Management, Financial Services, Business Development, Financial Analysis, Finance, Strategic Financial..., Funding, Banking, Private Equity, Mergers & Acquisitions, Leadership, Commercial Real Estate
Education
College for Financial Planning
Indiana Institute of Technology
Cascade Investment Counsel July 2011 - June 2013
Raymond James Financial Services 1988 - 2004
Skills
Strategic Financial..., Strategic Planning, Wealth Management, Investment Advisory, Investments, IRAs, Retirement Planning, Uniform Combined State..., Management, Finance, Financial Planning, Nonprofits, Wealth Management..., Financial Advisory, Public Speaking, Series 63, Retirement, Wealth Accumulation, Marketing, 401k, Marketing Strategy, Small Business, 401k Rollovers, Public Relations, Customer Service, Event Planning, Series 65, Wealth
Education
Holy Names College 1979 — 1980
Masters, International Education
Miami University 1966 — 1970
Bachelor of Arts, English
Elmore Financial Group, Inc. September 2000 - Present
Raymond James Financial Services January 2001 - Present
Edward Jones June 1994 - August 2000
Skills
Investments, Retirement Planning, Wealth Management, Strategic Financial...
Education
Appalachian State University 1990 — 1994
Bachelor of Science (BS)
University of South Florida 2010 - Present
Raymond James Financial Services 2007 - Present
USAF October 2000 - October 2006
Education
Embry-Riddle Aeronautical University 2002 — 2006
BS, Aeronautics
Meadowbrook Wealth Management March 2015 - Present
Raymond James Financial Services May 2006 - March 2015
Pershing LLC October 1993 - February 2006
The Meadowbrook Club February 1992 - October 1993
Skills
Equities, Securities, Series 7, Fixed Income, Series 63, Retirement Planning, Asset Management, Investments, Bloomberg, Portfolio Management, Asset Allocation, Investment Advisory, Wealth Management, Mutual Funds, Investment Strategies, IRAs, Bonds, Financial Advisory, High Net Worth..., Separately Managed..., Equity Research, Stocks, Retirement, Strategic Financial..., Financial Markets, Finance, Wealth Management..., Equity Valuation, 401k Rollovers, Investment Management, Wealth, Financial Modeling, Wealth Accumulation, 529 Plans, Roth IRA, Variable Annuities, Saving for Education, College Savings Plans, Financial Services, Long Term Care Insurance, Life Insurance, Long-term Care, Retirement Savings, Series 65, Municipal Bonds, Alternative Investments, Capital Markets
Education
Dowling College 1997 — 1998
MBA, Finance
Hofstra University 1988 — 1992
BBA, Management
Arizona State University 1987 — 1988
Stephens Inc. December 2003 - Present
UBS/PaineWebber October 2000 - May 2002
Raymond James Financial Services November 1998 - October 2000
Skills
Series 7, Series 63, Life and Health Licensed
Education
Belmont Abbey College 1989 — 1993
Bachelor of Arts, Business Administration
Raymond James Financial Services May 2014 - Present
Edsel F. Matthews, Jr., P.A September 2012 - April 2014
Florida State University January 2012 - May 2012
Skills
Microsoft Office, Legal Research, Microsoft Excel, Legal Writing, Public Speaking, Trust Management, Real Estate Transactions, Commercial Real Estate, Investment Properties, Real Property, Business Planning, Business Transactions, Contract Negotiation, Business Formation, Estate Planning, Trusts, Special Needs Trusts, Preparation of Wills, Powers of Attorney, Estate Administration, Personal Trust..., Probate Administration, Financial Services, Financial Planning, Investments, Alternative Investments, Microsoft Word, Sales
Education
Florida State University College of Law
Juris Doctor
Florida State University
B.S, Economics and Real Estate
Raymond James Financial Services 2013 - Present
Capital One, N.A. February 2007 - March 2013
Private Legal Practice 1992 - 2007
Skills
Portfolio Management, Wealth Management, Investments, Mutual Funds, Retirement Planning, Securities, Estate Planning, Investment Advisory
Education
Thomas M. Cooley Law School 1989 — 1992
Doctor of Law (JD), Law
Michigan State University 1985 — 1989
Bachelor of Arts (BA), Political Science and Government
JW Sexton High School 1982 — 1985
Raymond James Financial Services Client Service AssociateRaymond James Financial ServicesJanuary 2013 - Present
Education
Lamar University 1967 — 1971
Bachelor of Arts (B.A.), Psychology