Raymond James Investment Services

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Raymond James Investment Services Employees

Employee
Years
Job
Industry
Macmillan Hedges Macmillan Hedges Beverly Hills, California Details
Macmillan Hedges's Raymond James Investment Services Experience April 2008 - September 2008
Job Assistant at Fox International Channels
Industry Entertainment
Experience
Fox International Channels  July 2014 - Present
Atlas Entertainment  November 2013 - 2014
United Talent Agency  October 2011 - April 2013
The L Magazine  June 2009 - September 2009
National Geographic Channel  January 2009 - May 2009
Raymond James Investment Services   April 2008 - September 2008

Skills
Final Cut Pro, Final Draft, Script Coverage

Education
The George Washington University   2006 — 2010
B.A, Political Science

The American School in London   2002 — 2006

Pat Keating Pat Keating Manhattan, Kansas Details
Pat Keating's Raymond James Investment Services Experience 1989 - Present
Job President, CEO at Keating & Associates, Inc.
Industry Investment Management
Experience
Keating & Associates, Inc.   1975 - Present
Keating & Associates, Inc.   1975 - Present
Raymond James Investment Services   1989 - Present
Generational Farming: Keeping the Farm & the Family Together (2014)   2014 - 2014

Skills
Executive Coaching, Leadership Development, Investment Management, Strategic Financial..., Succession Planning, Asset Management, 401k, Certified Financial..., Charitable Trusts, Charitable Gift Planning, Donor Advised Funds, Team Building, Insurance, Wealth Management, Asset Allocation, Strategic Planning, Mutual Funds, Wealth Management..., Financial Advisory, Equities, Investments, Portfolio Management, Investment Strategies, Estate Planning, Retirement Planning, Financial Planning, Investment Advisory, Leadership, Public Speaking

Education
Emporia State University
Bachelor of Science (B.S.), Business Administration

Wayne G. Brumm CPA, CFP® Wayne G. Brumm CPA, CFP® Crown Point, Indiana Details
Wayne G. Brumm CPA, CFP®'s Raymond James Investment Services Experience January 1997 - Present
Job Branch Manager at Raymond James Investment Services
Industry Investment Management
Experience
Raymond James Investment Services   January 1997 - Present

Skills
Certified Financial..., Certified Public..., Retirement Planning, Basketball Coaching, Youth Mentoring, Financial Performance...

Education
Carthage College   1971 — 1973
Bachelor of Arts (B.A.), Business Administration and Management, General

Colorado State University   1969 — 1970

Cody Bellomy Cody Bellomy Madison, Alabama Details
Cody Bellomy's Raymond James Investment Services Experience March 2009 - July 2014
Job Sales Associate at Ropak Manufacturing
Industry Investment Management
Experience
Ropak Manufacturing   July 2014 - Present
Raymond James Investment Services   March 2009 - July 2014

Skills
Data Aggregation, Market Research, Morningstar Office, Microsoft Excel, Microsoft Office, Microsoft Word, Series 7, New Business Development, Analysis, Team Building, Leadership, Portfolio Management, Customer Service, Strategic Planning, Asset Management, Management, Sales, Finance, CRM, Public Speaking, Investments

Education
University of Alabama in Huntsville   2004 — 2008
Bachelor of Science (BS), Fiance

Scottsboro High School   2000 — 2004

Sue Pfahler Sue Pfahler Largo, Florida Details
Sue Pfahler's Raymond James Investment Services Experience February 1991 - Present
Job Senior Application Developer at Raymond James Investment Services
Industry Investment Management
Experience
Raymond James Investment Services   February 1991 - Present

Skills
Equities, Asset Management, Portfolio Management, MySQL, Business Analysis, Back Office, IT Strategy, Trading, Middle Office, Financial Services, Information Technology

Education
University of South Florida   1980 — 1989
Bachelor of Arts (B.A.), Management Information Systems, General

Richard Lutz Richard Lutz Savannah, Georgia Details
Richard Lutz's Raymond James Investment Services Experience March 2009 - Present
Job Financial Advisor at Raymond James Investment Services
Industry Investment Management
Experience
Raymond James Investment Services   March 2009 - Present
Merrill Lynch  June 1995 - March 2009
Sysco  January 1989 - June 1995

Education
Georgia Southern University   1985 — 1988
Bachelor of Business Administration (B.B.A.), Finance Management and Marketing

Brewton-Parker College   1984 — 1985

Cathy Morrison Messina Cathy Morrison Messina Jacksonville, Florida Details
Cathy Morrison Messina's Raymond James Investment Services Experience April 2006 - July 2009
Job Senior Manager, Advent University at Advent Software
Industry Computer Software
Experience
Advent Software  March 2012 - Present
Advent Software  September 2009 - March 2012
Raymond James Investment Services   April 2006 - July 2009
Raymond James and Associates  March 2001 - April 2006
Harvard Center for International Development   January 2000 - December 2000

Skills
Training, Management, Employee Training, Investments, Research, Mutual Funds, Integration, Teaching, Testing, Trading, Salesforce.com, Financial Services, Project Management, Onboarding, Human Resources, Portfolio Management, Program Management

Education
University of Florida   1995 — 1999
Bachelor of Liberal Arts & Sciences, English and Business Administration

Mario Quintero Mario Quintero Westlake, Ohio Details
Mario Quintero's Raymond James Investment Services Experience June 2012 - Present
Job Financial Advisor at Raymond James Investment Services
Industry Investment Management
Experience
Raymond James Investment Services   June 2012 - Present

Education
University of South Florida
Bachelor of Arts (BA), Finance

Wanda Decker Wanda Decker Winter Park, Florida Details
Wanda Decker's Raymond James Investment Services Experience February 2007 - December 2013
Job Financial Advisor, Vice President at Ameriprise Financial Services, Inc.
Industry Investment Management
Experience
Ameriprise Financial Services, Inc.   December 2013 - Present
Raymond James Investment Services   February 2007 - December 2013
Morgan Keegan  2007 - December 2013
AmSouth Investment Services  February 1996 - February 2007

Education
Daytona State College   1978 — 1981
Business Administration, Business and Financial Services

Leonard Bland Leonard Bland Olive Branch, Mississippi Details
Leonard Bland's Raymond James Investment Services Experience February 2013 - Present
Job Technology Test Analyst at Raymond James Investment Services
Industry Investment Management
Experience
Raymond James Investment Services   February 2013 - Present
Morgan Keegan  October 1995 - February 2013
Physiotherapy Associates  1992 - October 1995
Computer Century   1987 - 1992

Education
Delta State University, Cleveland, MS   1984 — 1987
BBA, Computer Information Systems

Northwest Mississippi Community College   1983 — 1984

Kristin Rizo Kristin Rizo Tampa/St. Petersburg, Florida Area Details
Kristin Rizo's Raymond James Investment Services Experience March 2015 - Present
Job Client Reporting Specialist II
Industry Financial Services
Experience
Raymond James Investment Services   March 2015 - Present
RAYMOND JAMES ASSET MANAGEMENT INTERNATIONAL   September 2011 - March 2015
Lancet Indemnity RRG   February 2010 - August 2011
GTE Federal Credit Union  May 2009 - January 2010
Child Abuse Council  July 2007 - May 2009
Suncoast Schools Federal Credit Union  May 2004 - August 2006

Skills
Microsoft Office 2007, Quickbooks, Attention To Detail, Well Organized, Dedicated, Motivated, Team Oriented, Fast Learner, Loves Challenges, Outlook, Team-oriented, QuickBooks, Microsoft Word, Marketing, Microsoft Excel, Budgets, Customer Service, Insurance, Management, Finance, Banking, PowerPoint, Leadership, Microsoft Office, Risk Management, Sales

Education
University of South Florida   2004 — 2009
Bachelor of Science; Bachelor of Science, Applied Science, Criminal Justice; Business Administration, Marketing

Hillsborough Community College   2003 — 2004
Associates, Business Administration

Tampa Catholic   1999 — 2003

St. Lawrence

Daniel Strayer Daniel Strayer Greensboro, North Carolina Details
Daniel Strayer's Raymond James Investment Services Experience August 2011 - Present
Job Financial Planner at Raymond James Investment Services
Industry Investment Management
Experience
Raymond James Investment Services   August 2011 - Present
Dun and Bradstreet  January 2009 - July 2011

Skills
Qualified Retirement..., Retirement Planning, Retirement Plan..., Investments, Asset Management

Education
Toccoa Falls College   2001 — 2005
Bachelor's degree, Philosophy

Toccoa Falls College   2001 — 2005
Bachelor of Arts (B.A.), Philosophy

William Goldfinch William Goldfinch Conway, South Carolina Details
William Goldfinch's Raymond James Investment Services Experience Financial AdvisorRaymond James Financial Services2010 - Present
Job financial Advisor at Raymond James Investment Services
Industry Investment Management
Experience
Raymond James Investment Services   Financial AdvisorRaymond James Financial Services2010 - Present

Skills
Asset Management and...

Education
University of South Carolina - The Moore School of Business   1999 — 2003
Business Administration, Finance

Conway High School   1995 — 1999
Diploma

Paul Burd Paul Burd Nashville, Tennessee Details
Paul Burd's Raymond James Investment Services Experience February 2013 - Present
Job Managing Director at Raymond James Investment Services
Industry Financial Services
Experience
Raymond James Investment Services   February 2013 - Present
Morgan Keegan  October 1987 - February 2013

Education
University of Kentucky   1971 — 1976
Bachelor's Degree, Accounting

Father Ryan High School   1967 — 1971

Marcel Marchand Marcel Marchand Saint Petersburg, Florida Details
Marcel Marchand's Raymond James Investment Services Experience July 2002 - Present
Job Access Control Officer at Raymond James Investment Services
Industry Investment Management
Experience
Raymond James Investment Services   July 2002 - Present

Skills
Asset Management, Risk Management, Visio, Investments, Project Management, Financial Services, Retirement Planning, Management, Business Analysis, Team Building, Customer Service

Education
St. Petersburg College   2009 — 2012
Bachelor of Applied Science (B.A.Sc.), Public Safety Administration, 3.5

St. Petersburg College   1997 — 1999
Associate of Science (AS), Criminal Justice and Corrections, 3.5

Steven Partyka Steven Partyka Auburn Hills, Michigan Details
Steven Partyka's Raymond James Investment Services Experience March 2009 - Present
Job Vice President, Investments at Raymond James
Industry Investment Management
Experience
Raymond James Investment Services   March 2009 - Present
Merrill Lynch  August 1995 - March 2009

Skills
Personal Financial..., Retirement Planning, Investment Advisory, Investment Strategies, Mutual Funds, Financial Planning, Portfolio Management, Investments, Asset Management, Finance, Asset Allocation, Financial Advisory, Retirement

Education
Eastern Michigan University   1990 — 1994
Bachelor's degree, Communication, General

Brad Lay, CRPC Brad Lay, CRPC Thompsons Station, Tennessee Details
Brad Lay, CRPC's Raymond James Investment Services Experience February 2003 - Present
Job Financial Advisor, Vice President of Investments at Raymond James
Industry Investment Management
Experience
Raymond James Investment Services   February 2003 - Present
Bank of America  May 2001 - February 2003

Skills
Wealth Management, Asset Allocation, Investment Strategies, Retirement Planning, Mutual Funds, Investments, Investment Advisory, Portfolio Management, Asset Management, Series 7, Wealth Management..., Equities, Retirement

Education
Tennessee Tech University   1995 — 1999
Bachelor of Science (BS), Business Administration

Tennessee Technological University - College of Business Administration   1995 — 1999
BS, Business Administration and Management, General

Karn Sailer Karn Sailer Frazee, Minnesota Details
Karn Sailer's Raymond James Investment Services Experience January 2000 - Present
Job Office Manager/Administrative Asst. at Raymond James Investment Services
Industry Investment Management
Experience
Raymond James Investment Services   January 2000 - Present
City of Frazee   January 1999 - January 2000
Steel Wood Supply   January 1997 - January 1999

Education
Minnesota State Community and Technical College   1986 — 1988
Accounting

Walter Sparks Walter Sparks Decatur, Illinois Details
Walter Sparks's Raymond James Investment Services Experience 2006 - Present
Job Senior Vice President, Investments at Raymond James Investment Services
Industry Investment Management
Experience
Raymond James Investment Services   2006 - Present
Morgan Stanley  1994 - 2006

Skills
Wealth Management, Retirement Planning, Customer Service, Finance, Investment Advisory, Asset Allocation, Strategy, Mutual Funds, Portfolio Management

Education
Illinois State University   1980 — 1983
Bachelor's degree, Agricultural Business

Greg Huck, CPA Greg Huck, CPA Decatur, Illinois Details
Greg Huck, CPA's Raymond James Investment Services Experience 2006 - Present
Job Senior Vice President, Investments at Raymond James Investment Services
Industry Investment Management
Experience
Raymond James Investment Services   2006 - Present
Morgan Stanley  1997 - 2006
AG Edwards  1994 - 1997
First of America Trust Company   1990 - 1994
KPMG  1985 - 1990

Skills
Finance, Retirement Planning, Financial Advisory, Investments, Securities, Mutual Funds, Customer Service, Fixed Annuities, Wealth Management, Portfolio Management, Asset Allocation, Management, Wealth Management..., Strategy, Investment Advisory

Education
Millikin University   1981 — 1985
Bachelor of Science (B.S.), Accounting

Angela McDonnell Angela McDonnell Dresher, Pennsylvania Details
Angela McDonnell's Raymond James Investment Services Experience April 2013 - Present
Job Marketing Assistant at Raymond James Financial Services,Inc.,
Industry Financial Services
Experience
Raymond James Investment Services   April 2013 - Present
Raymond James Financial Inc.  April 2013 - Present

Skills
Marketing Communications

Education
Penn State University   1986 — 1990
Bachelor of Arts (B.A.), Communications/Journalism

Alicia Vance Alicia Vance Barboursville, West Virginia Details
Alicia Vance's Raymond James Investment Services Experience 2013 - Present
Job Office Manager at Raymond James Investment Services
Industry Investment Management
Experience
Raymond James Investment Services   2013 - Present
Mortenson Broadcasting Company  2000 - 2013

Skills
Management, Finance, Operations Management, Project Management

Education
Huntington Junior College   1988 — 2000
Stenography Certification, Stenography. Currently referred to as Realtime Reporting

Meghan Jefferson Meghan Jefferson Ellicott City, Maryland Details
Meghan Jefferson's Raymond James Investment Services Experience March 2010 - September 2013
Job Product Support at Berkshire Associates Inc.
Industry Information Technology and Services
Experience
Berkshire Associates Inc.  January 2014 - Present
Raymond James Investment Services   March 2010 - September 2013
GalbraithWight   October 2007 - December 2009
Synchronica  January 2007 - October 2007
Nampak  February 2006 - January 2007
NSi  2004 - 2006

Skills
Customer Service, Training, Management, Human Resources, Account Management, Marketing Strategy, Leadership, Business Strategy

Education
Salisbury University   2000 — 2002
Business Admin, Marketing

Elon University   1998 — 1999
Business

Dunloggin Middle School

Richard Arnatt Richard Arnatt Tuscaloosa, Alabama Area Details
Richard Arnatt's Raymond James Investment Services Experience May 2009 - June 2010
Job Finance Ph.D. Student at University of Alabama
Industry
Experience
Raymond James Investment Services   May 2009 - June 2010
Rensburg Sheppards   June 1991 - April 2009

Skills
Investment Strategies, Fixed Income

Education
University of Alabama

Barbara Beiter Barbara Beiter Jackson, Tennessee Area Details
Barbara Beiter's Raymond James Investment Services Experience 2005 - 2009
Job Office Manager at Maxxguard Inc.
Industry Security and Investigations
Experience
Maxxguard Security   2010 - Present
Raymond James Investment Services   2005 - 2009

Skills
Microsoft Office, Microsoft Excel, Customer Service, Team Building

Education
Bethel College (TN)   2003 — 2005
BS, Business Mgmt

Marc Bascom Marc Bascom Kent, Washington Details
Marc Bascom's Raymond James Investment Services Experience August 2005 - December 2005
Job Software Engineer I at WatchGuard Technologies
Industry Computer Software
Experience
WatchGuard Technologies  October 2012 - Present
Seguro Software   August 2012 - April 2013
Brigham Young University  October 2007 - May 2012
BYU, Provo  September 2006 - October 2007
Raymond James Investment Services   August 2005 - December 2005
-  August 2003 - August 2005

Skills
JavaScript, Java, Spring, HTML, PHP, AJAX, XML, SQL, C++, C#

Education
Brigham Young University   2006 — 2012
B.S, Computer Science

Jackie Benson Jackie Benson San Francisco, California Details
Jackie Benson's Raymond James Investment Services Experience
Job Administrative Assistant at Raymond James Investment Services
Industry Investment Management
Experience
Raymond James Investment Services  

Skills
Wealth Management, Investments, Bloomberg, Microsoft Excel, Heavy Calendaring, Asset Allocation, Finance, Strategic Financial..., Financial Planning, Securities, Fixed Income

Education
San Francisco State University
Bachelor's degree, English Language and Literature, General

Gordon McOwen Gordon McOwen Amarillo, Texas Details
Gordon McOwen's Raymond James Investment Services Experience February 2002 - Present
Job Branch Manager at Raymond James Investment Services
Industry Investment Management
Experience
Raymond James Investment Services   February 2002 - Present

Skills
Wealth Management, Mutual Funds, Investments, Asset Allocation, Portfolio Management, Asset Managment, Wealth Management..., Equities, Investment Advisory, Investment Strategies, Fixed Income, Strategic Financial..., Trading, Retirement Planning, Hedge Funds, Financial Advisory, Risk Management, Back Office, Wealth, Retirement

Education
The Ohio State University

Tom VanGeffen Tom VanGeffen Slidell, Louisiana Details
Tom VanGeffen's Raymond James Investment Services Experience October 1986 - Present
Job President, Van Geffen Wealth Strategies LLC
Industry Investment Management
Experience
Raymond James Investment Services   October 1986 - Present

Skills
Finance, Investments, Portfolio Management, Asset Management, Wealth Management, Mutual Funds, Financial Planning, Equities, Asset Allocation, Retirement Planning

Education
Louisiana State University   1972 — 1976
Bachelor of Business Administration (B.B.A.), Accounting and Finance

Louisiana State University   1972 — 1976
Bachelor of Business Administration (B.B.A.), Accounting and Finance

holy cross high school   1968 — 1971

Harrison Williams Harrison Williams Houston, Texas Details
Harrison Williams's Raymond James Investment Services Experience 1989 - Present
Job Executive Vice President, Albrecht & Associates at Raymond James Investment Services
Industry Investment Management
Experience
Raymond James Investment Services   1989 - Present

Education
MIT   1977 — 1978
Master of Science (MS), Sloan School

Harvard College   1971 — 1975
Bachelor of Arts (B.A.), Economics

Spindora Bender Spindora Bender Saint Petersburg, Florida Details
Spindora Bender's Raymond James Investment Services Experience February 2008 - Present
Job Compliance Associate at Raymond James Investment Services
Industry Investment Management
Experience
Raymond James Investment Services   February 2008 - Present
A Place to Call Home  May 2005 - February 2008
St Petersburg General Hospital  December 1997 - January 1999
United States Marine Corps  August 1990 - August 1998

Skills
First Aid Certified..., Adult and Infant CPR..., VPK Early Childhood..., Licensed Practical Nurse, Asset Management, Investments, Mutual Funds

Education
St. Petersburg College
Registered Nursing/Registered Nurse

Pinellas Technical Education Center-Clearwater   2012 — 2013
Licensed Practical/Vocational Nurse Training

Guy Broussard Guy Broussard Lafayette, Louisiana Details
Guy Broussard's Raymond James Investment Services Experience The Investment Advisory GroupRaymond James Investment ServicesMay 2012 - Present
Job CEO: The Investment Advisory Group
Industry Investment Management
Experience
Raymond James Investment Services   The Investment Advisory GroupRaymond James Investment ServicesMay 2012 - Present
New York Life  1981 - 2003

Skills
Investments, Portfolio Management, Asset Management, Wealth Management, Mutual Funds, Equities, Financial Planning, Retirement Planning, Asset Allocation, Investment Strategies

Education
Louisiana State University

McNeese State University

Robert W Moores Robert W Moores Huntsville, Alabama Details
Robert W Moores's Raymond James Investment Services Experience August 1993 - Present
Job Senior VicePresident/Financial Advisor at Raymond James Investment Services
Industry Investment Management
Experience
Raymond James Investment Services   August 1993 - Present
AmSouth Bank  May 1982 - August 1993

Skills
Investments, Asset Allocation

Education
Samford University   1978 — 1982
Public Administration