Raymond James Investment Services
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Raymond James Investment Services Employees
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
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
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
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
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
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
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
Raymond James Investment Services June 2012 - Present
Education
University of South Florida
Bachelor of Arts (BA), Finance
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
Raymond James Investment Services May 2009 - June 2010
Rensburg Sheppards June 1991 - April 2009
Skills
Investment Strategies, Fixed Income
Education
University of Alabama
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
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
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
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
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
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
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
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
Raymond James Investment Services August 1993 - Present
AmSouth Bank May 1982 - August 1993
Skills
Investments, Asset Allocation
Education
Samford University 1978 — 1982
Public Administration